Need Analysis Specialist

Updated: 2 months ago
Location: Pasadena, CALIFORNIA

Caltech is a world-renowned science and engineering institute that marshals some of the world's brightest minds and most innovative tools to address fundamental scientific questions. We thrive on finding and cultivating talented people who are passionate about what they do. Join us and be a part of the diverse Caltech community.


Job Summary

 The Need Analysis Specialist is responsible for financial aid file review. This person will verify and perform need analysis on a portion of the Financial Aid Office’s caseload.

Essential Job Duties

  • Perform need analysis under both Federal and Institutional Methodologies.
  • Resolve complex student financial aid issues.

Basic Qualifications

  • Bachelor’s degree plus 10-15 years of related experience in higher education.
  • Thorough working knowledge of Federal Methodology.
  • Ability to perform need analysis under both Federal and Institutional Methodologies (familiarity with INAS).
  • Ability to understand and interpret complex IRS tax forms.
  • Ability to understand and exercise "professional judgement" when reviewing student files.
  • Skill in resolving complex student financial aid issues.

Required Documents

  • Resume


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