Website ProfitStrategyFS ProfitStrategy Financial Services
Optimizing Financial Performance, Together
Job Description
About the Role
Lakefront Financial Services seeks a mid-level analyst to provide actionable insights for corporate clients. Develop financial models based on market trends and assist with investment recommendations.
Responsibilities
- Build predictive financial models
- Analyze quarterly earning reports
- Prepare client portfolio reviews
- Research industry market trends
- Develop visualization dashboards
- Support pitch deck creation
- Evaluate financial securities
Requirements
- 2+ years finance experience
- Bachelor’s in Finance/Economics
- Excel modeling proficiency
- Data analysis tools expertise
- Understanding of asset classes
- CFA progress preferred
- Sharp analytical thinking
Benefits
- Performance bonus structure
- Retirement match 5%
- Healthcare premium coverage
- Hybrid work flexibility
- Professional exam reimbursement
- Leadership development tracks
About the Company
Lakefront Financial Services offers boutique wealth management in Chicago for over 25 years. Client-focused philosophy with disciplined growth principles guides our team success.
Job ID: financial-analyst-cBXGA
