Junior Financial Analyst

4 weeks ago


New York, United States augmentjobs Full time
Job DescriptionJob Description

Position Overview: We are seeking a motivated and detail-oriented Junior Financial Analyst to join our Wealth Management team. In this role, you will support senior analysts and advisors in analyzing financial data, preparing reports, and assisting with client portfolios. This is an excellent opportunity for an individual who is eager to develop their skills in financial analysis and gain experience in wealth management.

Key Responsibilities:

  • Data Analysis: Assist in collecting, analyzing, and interpreting financial data from various sources to support wealth management strategies.
  • Report Preparation: Prepare and maintain financial reports, performance summaries, and other documentation required for client meetings and internal reviews.
  • Client Support: Assist in preparing client presentations and reports, ensuring accuracy and clarity of financial information.
  • Research: Conduct market and investment research to support portfolio recommendations and financial planning.
  • Financial Modeling: Help build and maintain financial models to project future performance and evaluate investment opportunities.
  • Compliance: Ensure adherence to regulatory requirements and internal policies by reviewing documentation and processes.
  • Administrative Support: Provide general administrative support to senior team members, including scheduling meetings and coordinating with clients.

Qualifications:

  • Education: Bachelor's degree in Finance, Accounting, Economics, or a related field.
  • Experience: 1-2 years of experience in a financial analysis or related role is preferred, but not required.
  • Skills: Strong analytical skills with the ability to work with large datasets; proficiency in Microsoft Excel and financial software; basic knowledge of financial markets and investment products.
  • Communication: Excellent written and verbal communication skills; ability to present complex information clearly.
  • Attention to Detail: High level of accuracy and attention to detail in all work performed.
  • Team Player: Ability to work effectively both independently and as part of a team.

What We Offer:

  • Competitive salary and performance-based bonuses
  • Comprehensive benefits package including health, dental, and vision insurance
  • Retirement savings plan with company match
  • Professional development opportunities and support for obtaining relevant certifications (e.g., CFA, CFP)
  • Positive work environment with a focus on work-life balance


  • New York, United States OutToday.com Part time

    Job DescriptionJob DescriptionDescription We are looking for a motivated and detail-oriented Junior Financial Analyst to join our finance team. In this role, you will assist in analyzing financial data, preparing reports, and supporting the decision-making process. You will work closely with senior analysts to gather and interpret financial information,...


  • New York, New York, United States Fox Corporation Full time

    OVERVIEW OF THE COMPANYFox News MediaFOX News Media operates the FOX News Channel (FNC), FOX Business Network (FBN), FOX News Digital, FOX News Audio, FOX News Books, the direct-to-consumer digital streaming services FOX Nation and FOX News International and the newly announced platform FOX Weather. Currently the number one network in all of cable, FNC has...


  • New York, United States C&M Legal Search, LLC Full time

    The Junior Financial Analyst is responsible for analyzing and summarizing financial data, budgeting, forecasting, and profitability. Reporting to the Manager of Financial Planning and Analysis, the role involves preparing monthly Practice Group reports, assisting with financial information for budgeting and forecasting, and contributing to ad hoc projects...


  • New York, New York, United States Jack Link's Full time

    Company DescriptionMake a difference in the world of branded protein snacking as Junior Financial Analyst at Jack Link s EMEA.AboutOur family owned and value driven business is dedicated to crafting protein-packed snacks that are loved by consumers worldwide. Our array of brands include some of the fastest growing and innovating protein snack brands such as...


  • New York, New York, United States Creative Financial Staffing Full time

    Position: Junior Financial Accountant - Hybrid Work EnvironmentAbout the Organization:Creative Financial Staffing is collaborating with a well-established nonprofit entity, in search of a Junior Financial Accountant to enhance their dedicated team.This nonprofit has been a cornerstone in the community for over four decades, assisting more than 35,000...


  • New York, United States Tailored Management Full time

    Title: Junior Financial Analyst Location: 680 West 10000 S South Jordan, UT (Onsite) Pay Rate: $22.21/HR Contract Length: 12 months *Opportunity for contract extension or conversion to FTE based on performance, attendance and business need* This is a great opportunity to join a leading financial and wealth management organization that offers room for growth...


  • New York, New York, United States Phaxis Full time

    About the Role:We are seeking a highly skilled Junior Accountant to join our team at Phaxis. As a Junior Accountant, you will play a critical role in ensuring the accuracy and integrity of our financial records.Key Responsibilities:Reconcile accounts payable and accounts receivable to ensure accurate financial records.Communicate with customers regarding...


  • New York, United States augmentjobs Full time

    Job DescriptionJob DescriptionPosition Overview: We are seeking a detail-oriented and motivated Junior Financial Analyst to join our Financial Governance and Compliance team. This role is crucial in ensuring that our financial operations adhere to regulatory requirements and internal policies. The ideal candidate will have a strong understanding of financial...


  • New York, United States augmentjobs Full time

    Job DescriptionJob DescriptionPosition Overview:We are seeking a motivated and detail-oriented Junior Financial Analyst to join our Strategic Planning team. This role will support financial planning, analysis, and reporting efforts to help guide the company's strategic initiatives. The ideal candidate will have a strong analytical mindset, excellent...


  • New York, United States augmentjobs Full time

    Job DescriptionJob DescriptionPosition Overview: As a Junior Financial Analyst in Mergers & Acquisitions, you will play a critical role in supporting our M&A initiatives by conducting financial analysis, preparing reports, and assisting with due diligence. This is an excellent opportunity for a recent graduate or early-career professional to gain hands-on...

  • Financial Analyst

    1 month ago


    New York, United States Creative Financial Staffing Full time

    Financial AnalystAbout the Opportunity and Organization- Financial Analyst:CFS of New York is working with a prominent non-profit organization that is seeking a Financial Analyst to join their growing teamThis is a hybrid role with an extremely stable non-profit organization with operating budget over $120MMission focuses on community, education, family...


  • New York, New York, United States Cobec Consulting Full time

    Position: Junior Financial Analyst - Cost ManagementLocation: Hybrid - Remote/On-siteSalary Range: $60,000 - $90,000Security RequirementsMust be a US citizen or a legal resident for three of the past five years. Public Trust cannot be granted without meeting the residency requirement.Must meet eligibility requirements for a US Public Trust security clearance...


  • New York, New York, United States Creative Financial Staffing Full time

    Nonprofit Financial AnalystCreative Financial Staffing is collaborating with a leading nonprofit organization in search of a skilled Nonprofit Financial Analyst. The ideal candidate will possess a strong background in financial management, particularly within the nonprofit sector, focusing on budget oversight and compliance with government funding...


  • New York, New York, United States Creative Financial Staffing Full time

    Nonprofit Financial AnalystCreative Financial Staffing is collaborating with a distinguished nonprofit entity in the heart of the city. They are in search of a Nonprofit Financial Analyst with a background in managing budgets and governmental agreements to enhance their finance team.Key Responsibilities of the Nonprofit Financial Analyst Include:Compile all...


  • New York, New York, United States Creative Financial Staffing Full time

    Senior Financial AnalystABOUT THE ORGANIZATIONCreative Financial Staffing is a prominent non-profit entity dedicated to delivering a variety of essential services aimed at assisting seniors in maintaining their independence.This position offers a hybrid work arrangement.There are numerous opportunities for professional advancement within the organization,...

  • Junior Credit Analyst

    3 months ago


    New York, United States Network ESC A Division of Network Temps, Inc. Full time

    IMMEDIATE FULL-TIME DIRECT HIRE OPPORTUNITYJunior Credit Analyst - Leverage Finance Top International Trust and Investment BankNew York, NYHybrid - 3 Days Remote/2 Days On-Site in Midtown, NYC$95-105K + Bonus + BenefitsApply: Qualified candidates, please email CV with salary requirements to cjason@networkesc.com.*TO BE ELIGIBLE FOR CONSIDERATION, APPLICANTS...

  • Junior Data Analyst

    2 weeks ago


    New York, United States Royal Communications Consultants Inc Full time $65,000

    Job DescriptionJob DescriptionThe Junior Data Analyst role involves working with the User Advocacy, Conversational AI and Technology Strategy and Operations teams gathering and analyzing data related to user needs and experiences, creating and maintaining surveys and interviews, and providing actionable recommendations to improve IT services.The Data Analyst...

  • Junior Accountant

    1 month ago


    New York, United States Creative Financial Staffing Full time

    Junior Accountant About the Organization- Junior Accountant CFS NY is working with a Real Estate organization looking for a Junior Accountant to join their team They have residential and commercial properties located across the US Perfect role for someone to get their foot in the door at a great organization 100% paid medical, dental and vision after 3...


  • New York, United States Canon Solutions America Full time

    Job Description SSUSA Job #1087: Junior Tax Analyst JUNIOR TAX ANALYST One of our clients that specializes in commodities trading and investments is seeking a Junior level (minimum 1 year of exp.) Tax Analyst to their Global team in their NYC office. It is a Hybrid position and requires you to work in the office a few days a week. You must have at least 1...

  • Financial Analyst

    3 months ago


    New York, United States The Rockridge Group Full time

    Job DescriptionJob DescriptionJob Title - Financial AnalystLocation -140 Broadway, NY, NY (remote now and for the foreseeable future with rising COVID cases until our office fully reopens.)Duration – Full Time EmploymentJOB DESCRIPTION:As a leader in Out-of-Home (Billboard) Advertising in North America, we help people, places, and businesses grow stronger!...