Website LuxSuitesHotel Luxury Suites Hotel
Luxury experiences, timeless charm
Job Description
About the Role
Summit Financial Group seeks a Financial Analyst to support investment portfolio analysis and client reporting. CFA candidates preferred. Hybrid work model.
Responsibilities
- Prepare financial models
- Analyze market trends
- Generate client reports
- Assist with asset allocation
- Maintain compliance records
- Present to senior staff
Requirements
- Bachelor’s in Finance
- 3+ years finance experience
- Advanced Excel skills
- Knowledge of Bloomberg Terminal
- CFA Level II+ preferred
- Series 7 eligible
Benefits
- $85,000 – $105,000 base
- Performance bonuses
- 401(k) match (6%)
- Health club membership
- Tuition reimbursement
- Paid CFA exam fees
About the Company
As a boutique wealth management firm managing $5B+ in assets, we provide personalized financial strategies. Join our collaborative team delivering client-centric solutions.
Job ID: financial-analyst-hOJsy
