Job Description
Join GlobalFirst Bank's elite financial strategy team and shape the future of wealth management for high-net-worth clients. We're seeking a visionary Senior Financial Analyst to drive data-driven decision-making in our dynamic New York headquarters. As a cornerstone of our investment division, you'll leverage cutting-edge financial modeling tools to optimize portfolio performance while ensuring strict regulatory compliance in the fast-evolving fintech landscape.
This role offers unparalleled exposure to C-suite executives and opportunities to lead cross-functional projects that directly impact our $50B+ asset portfolio. Our award-winning culture combines Wall Street rigor with startup agility, supported by industry-leading benefits including equity participation and unlimited PTO.
Responsibilities
- Develop sophisticated financial models for investment portfolio optimization and risk assessment
- Lead quarterly performance analysis for 100+ high-net-worth client portfolios
- Collaborate with wealth management teams to design bespoke investment strategies
- Ensure strict adherence to SEC/FINRA regulations in all financial reporting
- Present complex financial insights to executive stakeholders using advanced visualization tools
- Mentor junior analysts while maintaining 95%+ accuracy in financial projections
Qualifications
- 7+ years in financial analysis with top-tier banking/institutional experience
- CFA/FRM designation or MBA from a top-20 business school required
- Expert proficiency in Bloomberg Terminal, SQL, and Power BI
- Proven track record of optimizing portfolios with $100M+ AUM
- Deep knowledge of SEC regulations, Basel III, and fintech disruption trends
- Exceptional presentation skills with executive-level experience