Job Description
Join our award-winning financial services firm as a Senior Financial Analyst and drive strategic decision-making for high-net-worth clients. We offer a collaborative environment with competitive compensation, comprehensive benefits, and career advancement opportunities. Work in our downtown San Diego headquarters with stunning bay views.
Why Join Us?
- 401(k) with 6% employer match
- Health/dental/vision insurance
- Flexible remote work policy
- Professional development stipend
Responsibilities
- Analyze financial data and market trends to create investment recommendations
- Develop financial models, forecasts, and variance reports
- Prepare client presentations and portfolio performance summaries
- Collaborate with portfolio managers on asset allocation strategies
- Ensure compliance with SEC regulations and firm policies
- Maintain accurate financial databases and reporting systems
- Lead cross-departmental financial planning initiatives
Qualifications
- Bachelor's degree in Finance, Accounting, or Economics (MBA preferred)
- 5+ years of financial analysis experience in wealth management
- Advanced proficiency in Excel, Bloomberg Terminal, and SQL
- CFA or CMA certification strongly preferred
- Exceptional analytical and problem-solving abilities
- Strong presentation skills with executive experience
- Knowledge of California financial regulations
- Proven track record of client relationship management