Job Description
Launch your finance career with no prior experience! Pacific Wealth Partners is seeking motivated Entry-Level Financial Analysts to join our dynamic San Diego team. We provide comprehensive training and mentorship to transform analytical aptitude into professional expertise. As a cornerstone of our investment strategy, you'll gain hands-on experience in portfolio valuation, market research, and financial modeling while working alongside industry veterans. Our collaborative environment fosters growth through real-world projects and continuous learning opportunities. If you're a recent graduate or career changer with strong quantitative skills and a passion for finance, this is your gateway to a rewarding career in wealth management.
Responsibilities
- Support portfolio analysis through data collection and preliminary financial modeling
- Assist in preparing quarterly investment performance reports for high-net-worth clients
- Conduct market research and industry trend analysis to inform investment strategies
- Develop Excel-based dashboards for tracking key financial metrics and KPIs
- Collaborate with senior analysts on valuation exercises for potential acquisitions
- Participate in cross-functional meetings to contribute fresh analytical perspectives
- Maintain accurate financial databases and documentation systems
Qualifications
- Bachelor's degree in Finance, Economics, Business, or related quantitative field
- Strong proficiency in Microsoft Excel (pivot tables, VLOOKUP, financial functions)
- Basic understanding of financial statements and accounting principles
- Excellent analytical problem-solving abilities with attention to detail
- Effective communication skills for presenting complex data clearly
- Ability to learn quickly and adapt to new financial tools and methodologies
- Proactive mindset with willingness to take initiative on assigned projects
- Passion for financial markets and commitment to continuous professional development