Job Description
Join our award-winning wealth management firm as a Financial Analyst in sunny San Diego! We're seeking a detail-oriented professional to drive data-driven financial strategies for high-net-worth clients. Enjoy competitive compensation, comprehensive benefits, and career growth in one of America's most vibrant economic hubs.
Why You'll Love Working With Us: Flexible hybrid work, quarterly performance bonuses, and access to cutting-edge financial modeling tools. Our collaborative culture values innovation and professional development.
Responsibilities
- Analyze financial data to produce investment recommendations and market insights
- Create detailed financial models, forecasts, and valuation reports for client portfolios
- Prepare executive presentations summarizing complex financial trends and opportunities
- Collaborate with portfolio managers to optimize asset allocation strategies
- Monitor regulatory changes and assess compliance implications for client portfolios
- Lead quarterly business reviews with key stakeholders
Qualifications
- Bachelor's degree in Finance, Economics, or related field (MBA preferred)
- 3+ years of financial analysis experience in wealth management or investment banking
- Advanced proficiency in Excel, PowerPoint, and financial modeling software
- CFA or CFP designation strongly preferred
- Exceptional analytical and quantitative reasoning skills
- Strong written and verbal communication abilities
- Experience with Bloomberg Terminal and FactSet