Financial Program Analyst

3 weeks ago


Indian River Shores, Florida, United States Caelestibus Full time
About the Position

Caelestibus is a fee-only firm dedicated to managing the investment accounts of high-net-worth individuals and Trusts. We are seeking a Financial Program Analyst to join our team and play a critical role in our success.

As a Financial Program Analyst, you will be responsible for conducting quantitative analyses of various investment and financial programs, ensuring that our clients receive personalized service and cutting-edge technology.

Key Responsibilities
  • Conduct thorough cost-benefit analyses on financial programs and operations.
  • Analyze financial data to determine trends and areas for improvement.
  • Develop and maintain financial models to track performance.
  • Research and assess offshore and domestic fund options.
  • Collaborate with portfolio managers to develop investment strategies.
Requirements
  • Bachelor's degree in accounting, finance, or a related field.
  • Advanced spreadsheet skills and proficiency in financial software.
  • Strong analytical and problem-solving skills.
  • Ability to work independently and as part of a team.
Compensation

The salary range for this position is $65,000 - $95,000 per year, depending on experience.



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