Financial Analyst (0-2 years experience)
Are you a talented and driven individual looking to take the next step in your finance career? Do you have a passion for investment and wealth management? If so, we have an exciting opportunity for you! Our client, a reputable Investment & Wealth Management Firm in the heart of Chicago, is seeking a Financial Analyst to join their team. This role is budgeted up to a base of $75,000 with additional annual bonus and will be hybrid downtown in the loop 2-3 days a week on average. Financial Analyst Responsibilities: - Financial Analysis: Conduct in-depth financial analysis, including financial modeling, performance evaluation, and risk assessment to support investment decision-making processes. - Investment Research: Assist in researching various investment opportunities, asset classes, and market trends to provide valuable insights for portfolio management. - Portfolio Monitoring: Monitor and analyze investment portfolios, track performance metrics, and prepare reports for internal and external stakeholders. - Data Management: Gather and organize financial data from various sources, ensuring accuracy and completeness for analysis. - Reporting: Prepare concise and comprehensive reports and presentations for senior management and clients, highlighting investment strategies and outcomes. - Support Senior Analysts: Collaborate with senior analysts and portfolio managers, assisting them in various financial tasks and projects. - Client Interaction: Communicate with clients to address inquiries related to investment performance and portfolio management. - Risk Management: Identify and assess potential risks within investment portfolios and recommend risk mitigation strategies. Financial Analyst Requirements: - Bachelor's Degree in Finance, Economics, or related field & MUST be local to the Chicago area - Minimum 1 year of relevant work experience in a financial analyst role - GPA of 3.0 or higher - Strong analytical and quantitative skills, with proficiency in financial modeling and analysis - Solid understanding of investment principles, financial markets, and economic trends - Proficiency in Microsoft Excel and other financial software - Excellent communication and presentation skills - Ability to work independently and collaboratively in a team-oriented environment - Attention to detail and a strong commitment to accuracy - Demonstrated problem-solving capabilities and proactive attitude - Note: Only shortlisted candidates will be contacted for interviews If you would like to be considered for the Financial Analyst role, Please apply today! Thank You, Arden Dyer Recruiting Lead LaSalle Network Apply Job!