Job Description
About the Role
Liberty Capital Advisors seeks a Financial Analyst to support portfolio management. Conduct market research, build forecasting models, and prepare client investment reports.
Responsibilities
- Analyze financial statements
- Track sector performance
- Prepare SEC filings
- Optimize valuation models
- Assist with M&A due diligence
- Present findings to executives
Requirements
- CFA Level I or progress
- 2+ years finance experience
- Advanced Excel skills
- Bloomberg Terminal fluency
- Knowledge of GAAP standards
- MBA preferred
Benefits
- Performance-based bonuses
- CFA exam reimbursement
- Hybrid work model
- 401(k) with 6% match
- Equity research access
- Catered lunches
About the Company
Liberty Capital Advisors manages $4B AUM for high-net-worth clients. Our boutique firm combines rigorous analysis with personalized wealth management strategies.
Job ID: financial-analyst-MY96l
