Job Description
Join Delta Financial Partners, a leading investment firm in the Gulf South, as we expand our analytics team in New Orleans. We're seeking a detail-oriented Financial Analyst to drive data-driven decision-making for our portfolio of $2B+ in assets. This hybrid role offers competitive compensation, comprehensive benefits, and opportunities for rapid career advancement in one of America's most vibrant financial markets.
Responsibilities
- Analyze financial statements, market trends, and economic indicators to inform investment strategies
- Build complex financial models for valuation, forecasting, and scenario analysis
- Prepare executive-level reports and presentations for senior leadership and clients
- Collaborate with portfolio managers to optimize asset allocation and risk management
- Monitor industry regulations and compliance requirements affecting financial operations
- Lead cross-functional projects to improve financial reporting processes
- Identify cost-saving opportunities and efficiency improvements across departments
Qualifications
- Bachelor's degree in Finance, Accounting, Economics, or related field (MBA/CFA preferred)
- 3+ years of financial analysis experience in investment banking, asset management, or corporate finance
- Advanced proficiency in Excel, financial modeling, and data visualization tools
- Strong understanding of GAAP, SEC regulations, and financial statement analysis
- Proven ability to translate complex data into actionable business insights
- Experience with Bloomberg Terminal, FactSet, or similar financial platforms
- Exceptional communication skills with ability to present to C-level executives
- Professional certification (CFA, CPA) or actively pursuing preferred