Job Description
Join our elite finance team at Pacific Wealth Partners as we revolutionize investment strategies for high-net-worth clients in Southern California. We're urgently seeking a meticulous Financial Analyst to drive data-driven decisions and optimize portfolio performance in our fast-paced, growth-oriented environment. This hybrid role combines deep financial modeling with cutting-edge market analysis to deliver actionable insights.
Our ideal candidate thrives in ambiguity and possesses exceptional analytical prowess. You'll collaborate directly with C-suite executives while maintaining strict compliance with SEC regulations. This is a rare opportunity to accelerate your career in one of America's most vibrant financial hubs.
Responsibilities
- Develop comprehensive financial models for investment portfolios using advanced Excel and SQL techniques
- Analyze market trends and economic indicators to inform strategic asset allocation decisions
- Prepare quarterly performance reports for executive stakeholders with clear visualizations
- Conduct due diligence on potential investments including risk assessment and valuation analysis
- Streamline financial reporting processes using Power BI and automation tools
- Collaborate with portfolio managers to develop client communication strategies
- Maintain compliance with FINRA regulations and internal audit requirements
Qualifications
- Bachelor's degree in Finance, Accounting, Economics or related field (MBA/CFA preferred)
- 5+ years of financial analysis experience with investment firms or asset managers
- Expert proficiency in Excel modeling, Power BI, and SQL databases
- Deep understanding of SEC regulations and financial reporting standards
- Proven ability to translate complex data into executive-level insights
- Experience with portfolio valuation and risk assessment methodologies
- Exceptional attention to detail with demonstrated accuracy in financial modeling
- Strong communication skills with ability to present to senior leadership