Job Description
Join Global Financial Partners' elite team at the heart of Wall Street. As a Senior Financial Analyst, you'll drive strategic financial decisions for our wealth management division, serving high-net-worth clients and institutional partners. This role offers unparalleled exposure to global markets and the opportunity to shape financial strategies that impact billions in assets.
We offer a collaborative environment where your expertise in financial modeling and risk assessment will directly influence client portfolios and investment decisions. Our commitment to professional development includes quarterly executive-led workshops and tuition reimbursement for advanced certifications.
Responsibilities
- Develop complex financial models for portfolio valuation, risk analysis, and scenario planning
- Lead quarterly client reporting presentations translating market trends into actionable insights
- Collaborate with investment teams to optimize asset allocation strategies across global markets
- Conduct forensic analysis of market disruptions and regulatory impacts on client portfolios
- Mentor junior analysts while maintaining ownership of high-stakes financial deliverables
- Drive digital transformation initiatives in financial reporting using Python and Power BI
Qualifications
- Master's degree in Finance, Economics, or CFA charterholder required
- 5+ years in investment banking, asset management, or wealth management
- Expert proficiency in financial modeling (DCF, LBO, M&A) with Bloomberg and FactSet
- Advanced Excel skills including macros, VBA, and Power Query
- Deep understanding of SEC regulations (FINRA, SEC reporting standards)
- Proven ability to present complex data to C-level executives and board committees
- Experience managing cross-functional projects with global teams across time zones