Financial Analyst (0-2 years experience)

Are you a talented and driven individual looking to take the next step in your finance career? Do you have a passion for investment and wealth management? If so, we have an exciting opportunity for you! Our client, a reputable Investment & Wealth Management Firm in the heart of Chicago, is seeking a Financial Analyst to join their team.This role is budgeted up to a base of $75,000 with additional annual bonus and will be hybrid downtown in the loop 2-3 days a week on average. Financial Analyst Responsibilities: - Financial Analysis: Conduct in-depth financial analysis, including financial modeling, performance evaluation, and risk assessment to support investment decision-making processes.
• Investment Research: Assist in researching various investment opportunities, asset classes, and market trends to provide valuable insights for portfolio management.
• Portfolio Monitoring: Monitor and analyze investment portfolios, track performance metrics, and prepare reports for internal and external stakeholders.
• Data Management: Gather and organize financial data from various sources, ensuring accuracy and completeness for analysis.
• Reporting: Prepare concise and comprehensive reports and presentations for senior management and clients, highlighting investment strategies and outcomes.
• Support Senior Analysts: Collaborate with senior analysts and portfolio managers, assisting them in various financial tasks and projects.
• Client Interaction: Communicate with clients to address inquiries related to investment performance and portfolio management.
• Risk Management: Identify and assess potential risks within investment portfolios and recommend risk mitigation strategies. Financial Analyst Requirements: - Bachelor's Degree in Finance, Economics, or related field & MUST be local to the Chicago area
• Minimum 1 year of relevant work experience in a financial analyst role
• GPA of 3.0 or higher
• Strong analytical and quantitative skills, with proficiency in financial modeling and analysis
• Solid understanding of investment principles, financial markets, and economic trends
• Proficiency in Microsoft Excel and other financial software
• Excellent communication and presentation skills
• Ability to work independently and collaboratively in a team-oriented environment
• Attention to detail and a strong commitment to accuracy
• Demonstrated problem-solving capabilities and proactive attitude
• Note: Only shortlisted candidates will be contacted for interviews If you would like to be considered for the Financial Analyst role, Please apply today! Thank You, Arden Dyer
Recruiting LeadLaSalle Network

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