Job Description

Summary:

• The main functions of a financial analyst are to gather and analyze financial information; will typically conduct quantitative analyses of information affecting investment programs of public or private institutions. A typical financial analyst is responsible for analyzing and communicating financial information for clients.

• Assemble spreadsheets and draw charts and graphs used to illustrate technical reports.
• Analyze financial information to produce forecast of business, industry and economic conditions for use in making investment decisions.
• Interpret data affecting investment programs, such as price, yield, stability and future trends in investment risks.

• Verbal and written communication skills, attention to detail, and critical thinking.
• Basic ability to work independently and manage ones time.
• Basic ability to analyze business trends and project future revenues and expenses.
• Basic knowledge of economic and accounting principles, the financial markets, and reporting of financial data.
• Basic knowledge of federal, state, and company policies, procedures and regulations as related to accounting.
• Previous experience with computer applications, such as Microsoft Word, Excel and PowerPoint, and any other related financial software.

• Bachelor's degree in accounting or related financial discipline required. An advanced degree in a financial discipline is preferred.
• 0-2 years financial and/or accounting experience required.

• Verbal and written communication skills
• Attention to detail and critical thinking skills
• Basic ability to work independently and mange one's time
• Basic ability to analyze business trends and project future revenues and expenses
• Basic knowledge of economic and accounting principles, the financial markets, and reporting of financial data
• Basic knowledge of federal, state, and company policies, procedures and regulations as related to accounting
• Previous experience with computer applications, such as Microsoft Word, Excel and PowerPoint, and any other related financial software
• Experience in Python

• Capital market experience
• IPV Experience
• PNL experience
• Market risk experience