Job Description
Join Pacific Capital Partners as a Senior Financial Analyst and drive impactful financial strategies in Portland's thriving business ecosystem. We're seeking a data-savvy professional to transform complex financial data into actionable insights that shape our investment portfolio and client engagements. Enjoy hybrid work arrangements, competitive equity packages, and opportunities to collaborate with industry leaders in our modern downtown headquarters.
Our ideal candidate thrives in fast-paced environments, possesses exceptional analytical rigor, and contributes to our culture of innovation. If you're ready to elevate your career in one of America's most dynamic financial markets, we encourage you to apply today.
Responsibilities
- Analyze financial statements, market trends, and investment opportunities to inform strategic decision-making
- Develop comprehensive financial models for valuation, forecasting, and scenario planning
- Prepare executive-level presentations and reports highlighting key financial insights
- Collaborate with portfolio managers to assess risk exposure and optimize capital allocation
- Lead quarterly business reviews and annual budgeting processes for high-value client accounts
- Monitor regulatory compliance and ensure adherence to SEC and FINRA standards
- Mentor junior analysts and drive continuous improvement in financial reporting workflows
Qualifications
- Bachelor's degree in Finance, Accounting, Economics, or related field; MBA or CFA designation strongly preferred
- 5+ years progressive experience in financial analysis, investment banking, or asset management
- Expert proficiency in Excel modeling, Power BI, and SQL database querying
- Deep understanding of GAAP, IFRS, and financial valuation methodologies
- Proven ability to translate complex financial data into compelling stakeholder narratives
- Experience with portfolio management tools (e.g., Bloomberg, FactSet)
- Exceptional problem-solving skills with attention to detail and accuracy
- Strong communication skills with ability to present to C-suite executives