Job Description
Join Boston Financial Partners, a leading investment firm in the heart of Boston's Financial District, as we seek a dynamic Senior Financial Analyst to drive our strategic decision-making. This pivotal role requires a detail-oriented professional with a passion for data-driven insights to support our portfolio management initiatives. You'll collaborate with cross-functional teams to deliver actionable financial intelligence, optimize investment strategies, and contribute to our mission of delivering exceptional returns to clients.
Responsibilities
- Analyze financial statements, market trends, and economic indicators to inform investment decisions
- Develop comprehensive financial models and valuation frameworks for new opportunities
- Prepare detailed reports and presentations for executive stakeholders and clients
- Monitor portfolio performance and identify optimization opportunities
- Lead ad-hoc financial analysis projects supporting strategic initiatives
- Maintain and enhance financial databases and reporting systems
- Collaborate with operations team to ensure compliance with regulatory requirements
Qualifications
- Bachelor's degree in Finance, Accounting, Economics, or related field (MBA or CFA preferred)
- 5+ years of progressive financial analysis experience in investment or corporate finance
- Advanced proficiency in Excel, PowerPoint, and financial modeling tools
- Strong understanding of valuation methodologies (DCF, comparables, precedent transactions)
- Experience with SQL and data visualization tools (Tableau/Power BI)
- Exceptional analytical and problem-solving abilities
- Excellent communication skills with ability to translate complex data for diverse audiences
- FINRA Series 7/63/86/87 licenses preferred