Job Description
Join Global Financial Partners as a Senior Financial Analyst and shape the future of banking innovation. We're seeking a strategic thinker to drive financial planning, analysis, and reporting for our wealth management division. At our Manhattan headquarters, you'll collaborate with cross-functional teams to optimize investment portfolios, assess market risks, and deliver actionable insights that empower our clients' financial success. Enjoy competitive compensation, comprehensive benefits, and opportunities for professional growth in one of the world's most dynamic financial markets.
Responsibilities
- Lead financial modeling, forecasting, and budgeting for $2B+ wealth management portfolios
- Analyze market trends and regulatory changes to inform strategic investment decisions
- Develop comprehensive financial reports and executive dashboards for C-suite stakeholders
- Collaborate with investment teams to optimize asset allocation strategies
- Conduct risk assessments and implement mitigation frameworks for portfolio volatility
- Mentor junior analysts and improve departmental financial processes
Qualifications
- Bachelor's degree in Finance, Accounting, Economics, or related field (MBA/CFA preferred)
- 5+ years of experience in financial analysis at a banking/institutional firm
- Expertise in financial modeling, valuation techniques, and regulatory compliance (SEC/FINRA)
- Advanced proficiency in Excel, Bloomberg Terminal, and financial reporting software
- Strong analytical skills with ability to translate complex data into actionable insights
- Excellent communication skills for presenting to executive stakeholders
- Proven track record in portfolio analysis and risk management