Job Description
Join Global Wealth Partners' elite finance team at the heart of Wall Street. We're seeking a strategic thinker to drive financial excellence in our rapidly expanding private wealth division. As a Senior Financial Analyst, you'll leverage cutting-edge analytics to shape investment strategies and client solutions. Enjoy unparalleled career growth in a culture that champions innovation and integrity.
Responsibilities
- Develop complex financial models for portfolio performance analysis and risk assessment
- Lead quarterly financial reporting for high-net-worth clients and institutional partners
- Conduct market research to identify emerging investment opportunities in global markets
- Collaborate with portfolio managers to optimize asset allocation strategies
- Present financial insights to C-suite executives and key stakeholders
- Maintain compliance with SEC regulations and FINRA guidelines
Qualifications
- Bachelor's degree in Finance, Accounting, or Economics (MBA/CFA preferred)
- 5+ years in investment banking or wealth management
- Expert proficiency in financial modeling tools (Bloomberg, FactSet)
- Deep understanding of capital markets and asset classes
- Strong analytical skills with attention to regulatory frameworks
- Proven track record in presenting complex financial data
- Series 7/63 or FINRA licenses required