Job Description
Join our dynamic finance team at Global Financial Partners, a leading investment firm in Boston's Financial District. We're seeking a meticulous Financial Analyst to drive data-driven decision-making and optimize our portfolio performance. This hybrid role offers unparalleled exposure to high-stakes financial modeling and strategic planning in a collaborative, growth-oriented environment.
Enjoy competitive benefits including health insurance, 401(k) matching, and professional development stipends. Our downtown Boston office is steps from public transit and offers flexible work arrangements.
Responsibilities
- Analyze financial statements and market trends to identify investment opportunities and risks
- Develop comprehensive financial models for forecasting and scenario analysis
- Prepare detailed reports for executive leadership and investment committees
- Collaborate with portfolio managers to optimize asset allocation strategies
- Monitor industry regulations and compliance requirements
- Leverage SQL and Excel to automate reporting processes
- Present findings to stakeholders using advanced visualization tools
Qualifications
- Bachelor's degree in Finance, Accounting, Economics, or related field
- 3+ years of financial analysis experience in investment or corporate finance
- Advanced proficiency in Excel (VLOOKUP, PivotTables, macros)
- Strong SQL skills for data extraction and analysis
- CFA or MBA preferred
- Excellent presentation and communication skills
- Experience with financial modeling software (Bloomberg, FactSet)
- Knowledge of SEC regulations and GAAP standards