Job Description
Join Boston Financial Partners as a Financial Analyst and enjoy unprecedented work-life balance with our flexible hours program. We're seeking a detail-oriented professional to support our dynamic investment portfolio while accommodating your personal schedule. This hybrid role combines strategic financial analysis with the freedom to structure your workday around peak productivity periods.
As a key member of our Boston-based team, you'll collaborate with senior executives to drive data-driven decisions. Our modern downtown office offers collaborative spaces, while our flexible policy allows 20-30 hours/week with core hours between 10 AM-3 PM. Enjoy comprehensive benefits including health insurance, retirement plans, and professional development stipends.
Responsibilities
- Analyze financial statements, market trends, and investment performance to generate actionable insights
- Build and maintain complex financial models using Excel and SQL for forecasting and scenario analysis
- Prepare monthly reports on portfolio performance variance and risk exposure
- Support senior analysts in valuation exercises and due diligence processes
- Collaborate with cross-functional teams to align financial strategies with business objectives
- Identify optimization opportunities in budgeting processes and expense management
Qualifications
- Bachelor's degree in Finance, Accounting, Economics, or related field (MBA/CFA preferred)
- 3+ years of financial analysis experience with portfolio management exposure
- Advanced proficiency in Excel (VLOOKUP, PivotTables, financial modeling)
- Experience with financial software (Bloomberg, FactSet, or similar)
- Strong quantitative skills with ability to synthesize complex data
- Excellent written and verbal communication skills
- Self-motivated with ability to manage deadlines independently