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Job Description
About the Role
Evergreen Financial Advisors seeks a mid-level analyst to support portfolio management and client reporting. This role requires financial modeling, market research, and preparing investment recommendations.
Responsibilities
- Perform ratio analysis
- Update DCF models
- Prepare quarterly reports
- Monitor sector trends
- Validate data accuracy
- Support RFP responses
Requirements
- 2-4 years finance experience
- CFA Level I+ preferred
- Advanced Excel skills
- Familiarity with Bloomberg Terminal
- Bachelor’s in Finance
- SEC compliance knowledge
Benefits
- Annual bonus potential 15%
- 401(k) 5% match
- Professional dues coverage
- MBA tuition assistance
- Hybrid work options
- Discounted financial services
About the Company
Evergreen Financial Advisors provides wealth management services to high-net-worth individuals. Our Boston office emphasizes ethical investing strategies.
Job ID: financial-analyst-g4r3d
