Job Description
Launch your finance career with Pacific Wealth Partners, a leading investment firm in San Diego's vibrant downtown financial district. We're seeking motivated entry-level Financial Analysts to join our growing team. No direct experience required—just strong analytical skills and a passion for financial markets. You'll work alongside industry veterans while building expertise in portfolio analysis, market research, and financial modeling. This is your gateway to a rewarding career in finance with comprehensive training and mentorship.
Responsibilities
- Analyze financial statements and market trends to support investment decisions
- Prepare detailed reports on company performance and economic indicators
- Assist in building and maintaining financial models for portfolio evaluation
- Monitor industry news and regulatory changes affecting client portfolios
- Collaborate with senior analysts to develop investment strategies
- Present findings through clear visualizations and written summaries
- Support ad-hoc financial analysis projects for high-net-worth clients
Qualifications
- Bachelor's degree in Finance, Economics, Accounting, or related field
- Strong proficiency in Microsoft Excel (pivot tables, VLOOKUP, basic formulas)
- Excellent analytical thinking and problem-solving abilities
- Attention to detail with high accuracy in data processing
- Effective written and verbal communication skills
- Ability to thrive in a fast-paced, deadline-driven environment
- Basic understanding of financial markets and investment principles
- Proactive learning mindset and eagerness to develop technical skills