Job Description
Join our award-winning investment team at Global Wealth Partners, a top-tier financial services firm. As a Senior Financial Analyst, you'll drive strategic financial decision-making for our high-net-worth client portfolio. This hybrid role offers competitive compensation, comprehensive benefits, and unparalleled growth opportunities in the heart of Manhattan's financial district.
Responsibilities
- Analyze complex financial data to produce actionable investment recommendations
- Develop and maintain financial models for portfolio performance forecasting
- Prepare detailed reports on market trends and economic indicators
- Collaborate with senior advisors to optimize client investment strategies
- Conduct risk assessments and compliance reviews for regulatory adherence
- Present findings to executive stakeholders and client committees
Qualifications
- Bachelor's degree in Finance, Economics, or related field (MBA/CFA preferred)
- 5+ years of experience in financial analysis within banking or wealth management
- Advanced proficiency in Excel, Bloomberg Terminal, and financial modeling software
- Deep understanding of capital markets, asset allocation, and portfolio management
- FINRA Series 7/66 or 7/63 certifications required
- Exceptional analytical skills with attention to detail and accuracy