Job Description
About the Role
Beacon Financial Advisors seeks a financial analyst to support investment strategies in Boston. Responsibilities include portfolio analysis, risk assessment, and client reporting. CFA candidates preferred.
Responsibilities
- Prepare financial models
- Analyze market trends
- Generate client investment reports
- Assess portfolio performance
- Support M&A due diligence
- Ensure regulatory compliance
Requirements
- Bachelor’s in Finance
- 3+ years analysis experience
- Advanced Excel skills
- Bloomberg Terminal proficiency
- CFA Level II+ preferred
- Series 7/63 within 6 months
Benefits
- Performance bonuses
- Professional exam funding
- Hybrid work options
- Profit sharing
- Top-tier health plan
- Commuter benefits
About the Company
With $2B AUM, Beacon provides wealth management services to high-net-worth clients. Our Boston-based team emphasizes data-driven strategies and client education.
Job ID: financial-analyst-(mid-level)-l1QZb
