Job Description
Join Global Wealth Partners as a Senior Financial Analyst and drive financial strategy for our premier wealth management division in sunny St. Petersburg. We're seeking a data-driven professional to optimize investment portfolios, forecast market trends, and deliver actionable insights to C-suite executives. This high-impact role offers competitive compensation, comprehensive benefits, and opportunities for career advancement in Florida's vibrant financial hub.
Responsibilities
- Analyze financial data to identify investment opportunities and market trends
- Develop comprehensive financial models for portfolio valuation and risk assessment
- Prepare executive-level reports and dashboards for senior leadership
- Collaborate with investment teams to optimize asset allocation strategies
- Lead quarterly financial forecasting and budgeting processes
- Conduct competitive analysis and industry benchmarking
- Maintain compliance with SEC and FINRA regulations
Qualifications
- Bachelor's degree in Finance, Accounting, or related field (MBA/CFA preferred)
- 5+ years of financial analysis experience in wealth management
- Advanced proficiency in Excel, Bloomberg Terminal, and SQL
- Strong understanding of investment vehicles and capital markets
- Exceptional analytical and problem-solving abilities
- CFA Charter or CPA certification a significant advantage
- Proven track record of presenting complex data to non-financial stakeholders