Website LuxuryRiverside LuxuryRiverside Hotel
Experience Luxury by the River
Job Description
About the Role
Lead financial planning and analysis for Summit Financial Group. Conduct complex modeling, prepare investment reports, and support executive decision-making. Specialize in portfolio analysis and client investment strategies.
Responsibilities
- Develop financial models for client portfolios
- Prepare quarterly performance reports
- Analyze market trends and economic indicators
- Evaluate investment opportunities and risks
- Prepare materials for board presentations
- Mentor junior analysts on best practices
- Ensure compliance with SEC regulations
Requirements
- Bachelor’s degree in Finance or related field
- 5+ years financial analysis experience
- CFA designation preferred
- Advanced Excel and financial modeling skills
- Experience with Bloomberg Terminal or similar
- Knowledge of SEC compliance requirements
- Excellent presentation and communication abilities
Benefits
- Competitive salary with bonus eligibility
- Comprehensive executive benefits package
- Retirement plan with employer contributions
- Professional certification reimbursement
- Generous PTO and flexible scheduling
- Premium office location
About the Company
Summit Financial Group manages $15B in assets for institutional and high-net-worth clients. With offices in major financial districts, we combine traditional investment wisdom with innovative strategies. Our collaborative culture encourages professional growth.
Job ID: senior-financial-analyst-QCaRM
