Job Description
Join our award-winning financial advisory firm in downtown San Diego as we expand our analytics team. We're seeking a detail-oriented Financial Analyst to drive data-driven decision-making for our high-net-worth client portfolio. This is your chance to work with cutting-edge financial modeling tools while making a tangible impact on wealth management strategies. Enjoy competitive benefits, hybrid work options, and a collaborative culture that values professional growth.
Responsibilities
- Analyze financial data to identify trends, risks, and investment opportunities
- Develop comprehensive financial models and valuation frameworks
- Prepare detailed reports for executive stakeholders and client presentations
- Monitor market conditions and regulatory changes affecting portfolio performance
- Collaborate with investment teams to optimize asset allocation strategies
- Streamline financial reporting processes using automation tools
- Lead quarterly business reviews with key stakeholders
Qualifications
- Bachelor's degree in Finance, Accounting, Economics, or related field
- 3+ years of financial analysis experience in wealth management or investment banking
- Advanced proficiency in Excel (VLOOKUP, PivotTables, Power Query)
- Strong SQL and Python/R programming skills for data extraction
- CFA or MBA preferred; relevant certifications considered
- Exceptional attention to detail with proven accuracy in financial reporting
- Ability to translate complex data into actionable business insights
- Excellent presentation skills with executive-level communication experience