Job Description
Join Lexington's premier financial services firm as a Senior Financial Analyst and drive impactful financial strategy. We're seeking a dynamic professional to optimize investment portfolios and deliver actionable insights to our high-net-worth clientele. Enjoy competitive compensation, comprehensive benefits, and opportunities for career advancement in Kentucky's thriving economic hub.
Responsibilities
- Analyze financial data and market trends to inform investment decisions
- Develop detailed financial models and valuation reports
- Prepare executive presentations for C-suite stakeholders
- Monitor portfolio performance and risk metrics
- Collaborate with cross-functional teams on strategic initiatives
- Ensure compliance with SEC and FINRA regulations
Qualifications
- Bachelor's in Finance, Economics, or related field (MBA/CFA preferred)
- 5+ years of financial analysis experience
- Advanced proficiency in Excel, Bloomberg Terminal, and SQL
- Strong quantitative modeling and forecasting skills
- Series 7 and 63/66 licenses required
- Proven track record in portfolio management