Job Description
Join our dynamic finance team at Pacific Wealth Partners and launch your career in financial analysis! We're seeking motivated, entry-level candidates with no prior experience for our Financial Analyst position in sunny San Diego. Our comprehensive training program will equip you with industry-leading skills in financial modeling, market research, and data interpretation. Work alongside seasoned professionals while supporting investment strategies, portfolio performance tracking, and client reporting. Enjoy competitive compensation, full benefits, and a collaborative environment designed for professional growth. Transform your passion for finance into a rewarding career today!
Responsibilities
- Analyze financial data and market trends to support investment decisions
- Prepare detailed financial reports and performance dashboards for stakeholders
- Assist in building and maintaining financial models for portfolio valuation
- Conduct industry research and competitive analysis
- Support budgeting and forecasting processes
- Collaborate with senior analysts on client presentations
- Ensure compliance with financial regulations and reporting standards
Qualifications
- Recent Bachelor's degree in Finance, Accounting, Economics, or related field
- Strong analytical skills with attention to detail
- Proficiency in Microsoft Excel (required)
- Excellent written and verbal communication abilities
- Basic knowledge of financial markets and instruments
- Ability to learn quickly and adapt in a fast-paced environment
- Proactive problem-solving mindset
- US citizenship or permanent residency required