Job Description
Join our award-winning financial services firm as a Financial Analyst and drive data-driven decisions for Fortune 500 clients in San Diego's thriving tech sector. We're seeking a dynamic professional to transform complex financial data into actionable insights that fuel business growth. Enjoy a collaborative environment with cutting-edge tools and opportunities for rapid career advancement in one of America's most vibrant economic hubs.
Responsibilities
- Conduct in-depth financial modeling and forecasting for portfolio optimization
- Analyze market trends and economic indicators to inform investment strategies
- Prepare comprehensive financial reports and executive dashboards
- Collaborate with cross-functional teams to support M&A initiatives
- Develop risk assessment frameworks for high-value client portfolios
- Lead quarterly business reviews with C-suite executives
- Maintain compliance with SEC regulations and internal governance policies
Qualifications
- Bachelor's degree in Finance, Accounting, Economics, or related field (MBA/CFA preferred)
- 3+ years of financial analysis experience in investment banking or asset management
- Advanced proficiency in Excel, Bloomberg Terminal, and financial modeling software
- Strong SQL and data visualization skills (Tableau/Power BI)
- Exceptional analytical thinking with attention to detail
- Series 7/63 or FINRA licenses (or ability to obtain within 90 days)
- Proven track record of presenting complex financial data to stakeholders