Job Description
Join Boston's premier financial firm and enjoy the benefit of weekly pay! We're seeking a detail-oriented Financial Analyst to drive strategic decision-making for our portfolio of Fortune 500 clients. This role offers competitive compensation, flexible scheduling, and a collaborative environment where your expertise directly impacts growth.
Responsibilities
- Conduct comprehensive financial modeling and variance analysis for quarterly reporting
- Prepare detailed PowerPoint presentations for executive leadership and investors
- Monitor market trends and provide actionable insights for portfolio optimization
- Collaborate with cross-functional teams on budget forecasting and strategic planning
- Ensure compliance with SEC regulations and internal financial controls
- Lead ad-hoc projects to evaluate new investment opportunities
Qualifications
- Bachelor's degree in Finance, Accounting, or related field (MBA/CFA preferred)
- 3+ years of financial analysis experience in investment banking or asset management
- Advanced proficiency in Excel, PowerPoint, and financial modeling software
- Strong SQL and data visualization skills (Tableau/Power BI)
- Excellent analytical problem-solving and presentation abilities
- FINRA Series 63/65/66 licenses or willingness to obtain