Job Description
Join our award-winning finance team at Baltimore Financial Partners, where we're revolutionizing investment strategies in the Mid-Atlantic region. As a Senior Financial Analyst, you'll drive data-driven decision-making for our $2B portfolio, collaborating with C-suite executives to shape financial futures. Enjoy hybrid work arrangements, quarterly offsites at our Inner Harbor location, and unmatched growth opportunities in one of America's most vibrant financial hubs.
Responsibilities
- Analyze market trends and financial data to inform strategic investment decisions
- Develop comprehensive financial models for portfolio valuation and risk assessment
- Present findings to executive leadership through compelling visual reports
- Lead cross-functional initiatives to optimize capital allocation
- Maintain compliance with SEC regulations and internal governance standards
- Mentor junior analysts through our structured professional development program
Qualifications
- Bachelor's degree in Finance, Accounting, or Economics (MBA preferred)
- 5+ years of financial modeling experience in investment or corporate finance
- Advanced proficiency in Excel, SQL, and financial software (Bloomberg, FactSet)
- CFA or CPA certification strongly preferred
- Proven ability to translate complex data into actionable insights
- Experience with portfolio management or private equity analysis
- Excellent communication skills with executive presence