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Job Description
About the Role
Horizon Financial Advisors needs an Analyst to support investment reporting and portfolio management activities. You’ll research financial markets and create client performance reports.
Responsibilities
- Analyze portfolio performance metrics
- Prepare quarterly client reports
- Develop financial models
- Monitor market and economic data
- Assist with client presentations
- Ensure regulatory compliance
- Maintain CRM data integrity
Requirements
- Bachelor’s degree in Finance or Economics
- 1-3 years financial analysis experience
- CFA Level I passed preferred
- Advanced Excel modeling skills
- Knowledge of Bloomberg Terminal
- Strong quantitative abilities
- Attention to detail
Benefits
- $68,000 – $75,000 base salary
- Performance bonus eligibility
- Professional expenses reimbursement
- Medical and dental benefits
- 401(k) plan with match
- Hybrid work schedule
- Paid study leave for certifications
About the Company
Horizon Financial Advisors manages $4B in client assets with offices nationwide. We provide personalized wealth management services with fiduciary standards adhering to B Corp certification practices.
Job ID: financial-analyst-HOqB8
