Website GrandHavenRes Grand Haven Resort
Experience comfort and luxury
Job Description
About the Role
Summit Wealth Advisors requires a Financial Analyst to support portfolio management through market research, financial modeling, and client reporting.
Responsibilities
- Prepare quarterly performance reports
- Build DCF valuation models
- Analyze sector trends
- Automate Excel workflows
- Assist with SEC filings
- Monitor portfolio compliance
- Present to investment committee
Requirements
- Bachelor’s in Finance
- 2+ years investment experience
- CFA Level I candidate
- Advanced Excel skills
- Bloomberg Terminal proficiency
- Knowledge of GAAP
- Series 7 preferred
Benefits
- Discretionary bonuses
- Professional license reimbursement
- Hybrid work schedule
- Profit sharing plan
- Parking/transit allowance
- Executive coaching
- Private equity training
About the Company
Summit manages $4.2B in assets for high-net-worth individuals. Our boutique firm emphasizes personalized wealth strategies.
Job ID: financial-analyst-OY5BF
