Analyze advisor business practices to help them better understand strengths and opportunities for their firms as well as metrics on profitability, cash flow, efficiency, and valuation
Prepare standard deliverables in Excel and determine significant insights to be relayed to advisors
Present analyses to internal team members and subscribing advisors
Partner with CFOs and consult with them on opportunities to add value for their paired advisors
Coordinate with newly subscribed advisors to onboard them quickly effectively, ensuring all steps in the process have been completed
Utilize Tableau to provide regular and custom reporting to advisors
Improve existing financial models and build new models when opportunities are identified
Assist with CFO and IAT team projects to improve quality for advisors and efficiency for the team

Requirements

2-3 years of experience in a financial analyst role in any industry, OR 2-3 years in an advisor-facing or client-facing role within the wealth management industry
Bachelor’s degree in business, finance, economics, or related field (exceptions for other degrees + strong related experience)
2+ years' experience creating models with Microsoft Excel
Ability to work independently and balance multiple competing priorities at once
Analytical, problem-solving mindset with precise attention to detail
Strong verbal and written communication skills

Benefits

401K matching
Health benefits
Employee stock options
Paid time off
Volunteer time off

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard skills

financial analysisExcelfinancial modelingTableaudata analysisprofitability metricscash flow analysisefficiency metricsvaluation analysisreporting

Soft skills

analytical mindsetproblem-solvingattention to detailindependencetime managementcommunication skillspresentation skillscollaborationconsultingclient-facing skills