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Financial Analyst

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Sanford Barrows Group

2021-12-03 07:32:24

Job location Miami, Florida, United States

Job type: fulltime

Job industry: Banking & Financial Services

Job description

Successful, growing family office looking to add a Financial Analyst to their team.

· 1-2 years' experience, financial services

· The office has 3 financial teams: Service, Investment, and Advisory. This Analyst will help support all 3 teams with spreadsheet-style work, strong excel proficiency is required.

· Looking for someone smart, passionate interested in the business, who will be brought in and offered growth based on where their passion leads and grow with the company. All applicants should have a good understanding of wealth management.

· 1-2 years analysis experience in a Financial background.

· Advanced Excel

· The Analysis will be portfolio analysis, preparation of reports/reporting, working with spreadsheet creation/manipulation and getting exposure to many different sides of the business, including hedge funds, private equity, estate, etc. Data oriented.

· Degreed is a must

· Great benefits including 100% employee health paid for. 401k w/4% match

Job Type: Full-time

Pay: $60,000.00 - $72,000.00 per year

Benefits:

  • 401(k)
  • 401(k) matching
  • Dental insurance
  • Flexible spending account
  • Health insurance
  • Paid time off
  • Vision insurance

Physical Setting:

  • Office

Schedule:

  • Monday to Friday

Supplemental Pay:

  • Bonus pay

Ability to commute/relocate:

  • Aventura, FL 33180: Reliably commute or planning to relocate before starting work (Preferred)

Education:

  • Bachelor's (Preferred)

Experience:

  • Financial Services: 2 years (Required)
  • Microsoft Excel: 2 years (Required)

Work Location: One location

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