Job Description
Join our dynamic finance team at Pacific Wealth Partners in Honolulu! We're seeking a detail-oriented Financial Analyst to drive strategic decision-making with cutting-edge tools and resources. Enjoy premium equipment including dual-monitor workstations, advanced Bloomberg terminals, and Microsoft Surface Pro devices – all provided to maximize your productivity. This hybrid role offers competitive compensation, comprehensive benefits, and opportunities for professional growth in Hawaii's vibrant financial sector.
Responsibilities
- Analyze financial data to identify trends and provide actionable insights for executive leadership
- Develop comprehensive financial models, forecasts, and budget reports
- Prepare detailed presentations for investment committees and stakeholders
- Monitor market conditions and regulatory impacts on portfolio performance
- Collaborate with cross-functional teams to optimize resource allocation
- Ensure compliance with SEC regulations and internal financial controls
- Lead quarterly business reviews with department heads
Qualifications
- Bachelor's degree in Finance, Accounting, Economics, or related field
- 3+ years of financial analysis experience in investment banking or asset management
- Advanced proficiency in Excel, Bloomberg Terminal, and financial modeling software
- CFA or CPA designation strongly preferred
- Exceptional analytical and quantitative reasoning skills
- Strong written and verbal communication abilities
- Experience with Hawaii-specific financial regulations and tax codes
- Proven track record of delivering accurate financial forecasts