Job Description
Join Capital Growth Partners, a leading financial advisory firm in Raleigh, as our Part-Time Financial Analyst. This flexible role offers 20-25 hours per week with competitive compensation and remote work options. Ideal for experienced professionals seeking work-life balance while contributing to impactful financial strategies.
You'll work directly with senior analysts to support portfolio valuation, market research, and client reporting. Our collaborative environment values precision and innovation, providing growth opportunities for motivated candidates. Enjoy our modern downtown office with complimentary parking and proximity to Raleigh's vibrant business district.
Responsibilities
- Analyze financial statements and market trends to support investment decisions
- Prepare detailed financial models for portfolio valuation and scenario analysis
- Develop client-ready reports summarizing performance metrics and market insights
- Monitor economic indicators and industry developments affecting portfolio strategy
- Collaborate with portfolio managers on quarterly financial planning initiatives
- Maintain accurate financial databases using Excel and proprietary software
- Present findings to senior stakeholders through clear visual dashboards
Qualifications
- Bachelor's degree in Finance, Accounting, Economics, or related field
- 3+ years of financial analysis experience in investment or corporate finance
- Advanced proficiency in Excel (VLOOKUP, PivotTables, complex formulas)
- Experience with financial modeling and valuation methodologies
- CFA or CPA designation preferred
- Strong written and verbal communication skills
- Ability to work independently with minimal supervision
- Proficiency with financial software (Bloomberg, FactSet, or similar)