Job Description
Join our dynamic finance team at Global Financial Partners, a leading investment firm in Charlotte's thriving financial district. We're seeking a detail-oriented Financial Analyst to drive data-driven decision-making and support strategic growth initiatives. This role offers unparalleled exposure to portfolio management, market analysis, and executive reporting in a collaborative, growth-oriented environment. Enjoy competitive compensation, comprehensive benefits, and opportunities for rapid career advancement in one of America's fastest-growing financial hubs.
Responsibilities
- Analyze financial data, market trends, and investment performance to inform strategic recommendations
- Develop comprehensive financial models, forecasts, and variance reports for executive leadership
- Prepare and present quarterly financial statements, dashboards, and investor briefings
- Collaborate with portfolio managers to assess risk/reward profiles and optimize asset allocation
- Streamline financial reporting processes using ERP systems and BI tools
- Conduct ad-hoc financial analysis for M&A opportunities and market expansion
- Maintain compliance with SEC regulations and internal financial controls
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 analytical skills with experience in ratio analysis, trend forecasting, and valuation
- Excellent presentation skills with ability to translate complex data into actionable insights
- FINRA Series 63/65/66 certification (or willingness to obtain)
- Proven track record of collaborating with cross-functional teams to achieve financial goals