Job Description
Join Capital Financial Partners, a leading wealth management firm in Sacramento, as we expand our dynamic finance team. We're seeking a detail-oriented Financial Analyst to drive data-driven decision-making for our high-net-worth clientele. This hybrid role offers competitive compensation, comprehensive benefits, and opportunities for career growth in California's thriving capital region.
Responsibilities
- Analyze financial data to create actionable reports for investment strategies
- Forecast market trends and economic impacts on client portfolios
- Prepare quarterly performance dashboards for executive review
- Collaborate with portfolio managers on risk assessment models
- Streamline financial reporting processes using Excel and BI tools
- Support M&A due diligence through financial modeling
- Monitor regulatory compliance in financial operations
Qualifications
- Bachelor's degree in Finance, Accounting, or Economics (MBA preferred)
- 3+ years of financial analysis experience in wealth management
- Advanced proficiency in Excel, SQL, and Power BI
- CFA or CPA certification strongly preferred
- Deep understanding of GAAP and SEC regulations
- Exceptional quantitative modeling skills
- Strong written and verbal communication abilities
- Experience with portfolio management software