Website ZenithFinance Zenith Financial Group
Building Financial Futures
Job Description
About the Role
Drive strategic decisions at Oceanview Investments through financial modeling and analysis. You’ll prepare reports, evaluate investments, and support portfolio management for institutional clients.
Responsibilities
- Develop financial models and forecasts
- Analyze market trends and investment opportunities
- Prepare client performance reports
- Support portfolio rebalancing activities
- Conduct due diligence on investments
- Assist with regulatory compliance
Requirements
- Bachelor’s in Finance, Economics, or related field
- 2+ years financial analysis experience
- Advanced Excel and financial modeling skills
- Familiarity with Bloomberg Terminal
- Understanding of capital markets
- Progress toward CFA preferred
Benefits
- Performance-based bonuses
- Premium health benefits package
- 401(k) with profit-sharing
- CFA exam support
- Hybrid remote work options
- Subsidized gym membership
About the Company
Oceanview Investments manages $10B+ in client assets with offices nationwide. Our NYC headquarters offers a collaborative culture focused on professional development. We pride ourselves on ethical investing.
Job ID: financial-analyst-x6X7Y
