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Job Description
About the Role
Provide analytical support for investment decisions at wealth management firm. Develop financial models and prepare regulatory reports. Deliver strategic financial insights to clients.
Responsibilities
- Prepare financial reports
- Analyze investment opportunities
- Create forecasting models
- Monitor portfolio performance
- Support regulatory filings
- Research market trends
- Generate client-facing materials
- Collaborate with advisory teams
Requirements
- Bachelor’s in Finance or related
- 2+ years financial analysis
- Advanced Excel proficiency
- Knowledge of financial regulations
- Statistical analysis skills
- Detail-oriented approach
- Communication abilities
- CFA/CFP progress preferred
Benefits
- Health and dental insurance
- 401(k) with company match
- Performance bonuses
- Professional development funds
- Paid time off and holidays
- Wellness reimbursement
- Hybrid work model
- Career advancement pathways
About the Company
Horizon Capital Advisors offers personalized wealth management solutions. Our New York firm values integrity and innovative financial strategies in a collaborative environment.
Job ID: financial-analyst-xggAp
