Job Description
Join our award-winning financial team in sunny St. Petersburg, FL! Global Wealth Partners seeks a detail-oriented Part-Time Financial Analyst to support our growing client portfolio. This hybrid role offers flexible hours (20-25 hrs/week) with competitive compensation and a dynamic work environment. You'll leverage cutting-edge financial tools while contributing to strategic decision-making for high-net-worth clients. Enjoy our modern waterfront office with downtown views and collaborate with industry leaders committed to excellence.
Responsibilities
- Analyze financial statements and market trends to generate actionable insights
- Prepare monthly budget forecasts and variance reports for client portfolios
- Develop financial models for investment strategies and risk assessment
- Present complex data through compelling dashboards and executive summaries
- Collaborate with senior advisors on client financial planning initiatives
- Maintain compliance with SEC regulations and internal governance protocols
- Identify cost optimization opportunities across client accounts
Qualifications
- Bachelor's degree in Finance, Accounting, or related field
- 2+ years of financial analysis experience with portfolio management
- Advanced proficiency in Excel (VLOOKUP, PivotTables, Power Query)
- Strong understanding of GAAP and investment performance metrics
- Excellent quantitative and qualitative analytical abilities
- CFA or CPA certification preferred
- Exceptional communication skills for stakeholder presentations
- Proficiency with financial modeling software (Bloomberg, FactSet)