Job Description
Join our award-winning financial advisory firm in downtown San Diego and drive strategic financial decision-making for high-net-worth clients and institutional partners. We're seeking a detail-oriented Financial Analyst to interpret complex market trends, optimize investment portfolios, and deliver actionable insights that fuel growth. This hybrid role combines rigorous quantitative analysis with client-facing communication opportunities in a collaborative, fast-paced environment.
Responsibilities
- Analyze market trends, economic indicators, and portfolio performance to produce quarterly financial forecasts
- Develop comprehensive valuation models for alternative investments and private equity opportunities
- Prepare executive-level financial reports and client dashboards using Excel, SQL, and Tableau
- Collaborate with portfolio managers to design risk mitigation strategies and capital allocation plans
- Lead financial due diligence for M&A transactions and new market entry initiatives
- Maintain compliance with FINRA regulations and SEC reporting requirements
Qualifications
- Bachelor's degree in Finance, Accounting, Economics, or related field (MBA/CFA preferred)
- 5+ years of progressive financial analysis experience in wealth management or investment banking
- Advanced proficiency in financial modeling (DCF, LBO, comps) and data visualization tools
- FINRA Series 7/63 or ability to obtain within 90 days
- Expert knowledge of GAAP and SEC reporting standards
- Proven track record of translating complex financial concepts for diverse stakeholders
- Certification in FP&A or CFA Level II or higher strongly preferred