Financial Analyst Specialist

About Hagens Berman

Hagens Berman is an international class-action and complex litigation law firm taking on the world’s largest corporations and entities on behalf of plaintiffs.

We are an award-winning international team of attorneys, representing and protecting the rights of victims of fraud and negligence through antitrust, consumer protection, data privacy, product liability, whistleblower and other areas of litigation.

Hagens Berman’s legal team brings three decades of experience and a track record of ground-breaking verdicts and settlements to every challenge, large or small. We fight with the creativity and tenacity to continue to raise the bar of legal representation and results. We believe in taking on every case with the goal of achieving the best outcome for the largest group of individuals and seek to return real change and recovery to the classes and clients we represent.

About The Role

We are seeking a detail-oriented Financial Analysis Specialist to join the firm’s securities fraud litigation team. This role involves analyzing brokerage statements, calculating investor damages for court submissions and assisting lawyers in evaluating potential cases. The ideal candidate will have a strong background in finance or accounting and excel at working with complex financial data.

Key Responsibilities

• Extract and analyze trade data from brokerage statements
• Input trade information into spreadsheets for further analysis
• Verify trade data accuracy by comparing with historical stock prices
• Calculate investor losses using various methods net losses LIFO FIFO
• Assist lawyers in evaluating potential cases involving financial analysis and accounting issues
• Prepare clear and concise reports on financial findings
• Collaborate with legal teams to provide financial expertise on cases
• Availability during off hours due to the nature of late hour legal filings
  
  

Required Qualifications

• Bachelor’s degree in accounting finance or related field
• 3-5 years of experience in finance accounting investment or wealth services or related analytical role
• Strong proficiency in Microsoft Excel including advanced functions and formulas
• Familiarity with brokerage statements, stocks, options, bonds and financial markets and LIFO and FIFO accounting methods
• Understanding of accounting principles and financial analysis techniques
• Attention to detail and ability to work with complex data sets
• Excellent analytical and problem-solving skills
• Strong written and verbal communication skills
• Ability to advance into case analysis merits
  
  

Preferred Qualifications

• Experience working with legal teams or in a law firm environment
• Knowledge of securities and investor fraud laws