Job Description
Join Omaha Financial Group, a leading Midwest investment firm, as we expand our analytical team. We're seeking a detail-oriented Financial Analyst to drive data-driven decisions for our growing portfolio. Enjoy collaborative work culture, professional development opportunities, and competitive benefits in Omaha's thriving financial district.
Responsibilities
- Analyze financial data to identify trends, risks, and opportunities
- Prepare detailed financial models and forecasts for investment portfolios
- Create comprehensive reports for executive leadership and stakeholders
- Monitor market conditions and economic indicators affecting investments
- Collaborate with portfolio managers to optimize asset allocation
- Ensure compliance with SEC regulations and internal policies
Qualifications
- Bachelor's degree in Finance, Accounting, or related field
- 3+ years of financial analysis experience
- Advanced proficiency in Excel, Bloomberg Terminal, and SQL
- CFA or CPA designation preferred
- Strong analytical and quantitative skills
- Excellent written and verbal communication abilities
- Experience with portfolio management software