Junior Financial Analyst - Wealth Management

Position Overview: We are seeking a motivated and detail-oriented Junior Financial Analyst to join our Wealth Management team. In this role, you will support senior analysts and advisors in analyzing financial data, preparing reports, and assisting with client portfolios. This is an excellent opportunity for an individual who is eager to develop their skills in financial analysis and gain experience in wealth management.

Key Responsibilities

• Data Analysis: Assist in collecting, analyzing, and interpreting financial data from various sources to support wealth management strategies.
• Report Preparation: Prepare and maintain financial reports, performance summaries, and other documentation required for client meetings and internal reviews.
• Client Support: Assist in preparing client presentations and reports, ensuring accuracy and clarity of financial information.
• Research: Conduct market and investment research to support portfolio recommendations and financial planning.
• Financial Modeling: Help build and maintain financial models to project future performance and evaluate investment opportunities.
• Compliance: Ensure adherence to regulatory requirements and internal policies by reviewing documentation and processes.
• Administrative Support: Provide general administrative support to senior team members, including scheduling meetings and coordinating with clients.
  
  

Qualifications

• Education: Bachelor’s degree in Finance, Accounting, Economics, or a related field.
• Experience: 1-2 years of experience in a financial analysis or related role is preferred, but not required.
• Skills: Strong analytical skills with the ability to work with large datasets; proficiency in Microsoft Excel and financial software; basic knowledge of financial markets and investment products.
• Communication: Excellent written and verbal communication skills; ability to present complex information clearly.
• Attention to Detail: High level of accuracy and attention to detail in all work performed.
• Team Player: Ability to work effectively both independently and as part of a team.
  
  

What We Offer

• Competitive salary and performance-based bonuses
• Comprehensive benefits package including health, dental, and vision insurance
• Retirement savings plan with company match
• Professional development opportunities and support for obtaining relevant certifications (e.g., CFA, CFP)
• Positive work environment with a focus on work-life balance
  
  

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