Job Description
Join our dynamic finance team at Global Financial Partners, a leading investment firm in Boston's Financial District. We're seeking a detail-oriented Part-Time Financial Analyst to drive data-driven decision-making and support our strategic initiatives. This hybrid role (3 days/week onsite) offers flexibility while working with cutting-edge financial modeling tools and collaborating with senior executives. Enjoy competitive compensation, professional development opportunities, and an inclusive culture that values innovation and work-life balance.
Why Apply?
• Flexible 24-hour/week schedule with hybrid work options
• Exposure to multi-billion-dollar portfolio analysis
• Mentorship from CFA-certified senior analysts
• Opportunity to transition to full-time based on performance
Responsibilities
- Perform financial modeling and valuation analysis for investment portfolios
- Prepare monthly performance reports with actionable insights for stakeholders
- Conduct market research and industry trend analysis to inform investment strategies
- Assist in budgeting and forecasting processes for 5+ business units
- Develop interactive dashboards using Power BI and Excel VBA
- Collaborate with cross-functional teams to optimize capital allocation
- Present findings to executive leadership with clear visual storytelling
Qualifications
- Bachelor's degree in Finance, Accounting, Economics, or related field
- 2+ years of financial analysis experience (internships accepted)
- Advanced proficiency in Excel (VLOOKUP, PivotTables, macros)
- Experience with financial modeling and valuation methodologies
- Strong SQL and data visualization skills (Power BI/Tableau preferred)
- CFA Level 1 candidate or actively pursuing (highly desirable)
- Excellent analytical and communication skills with attention to detail