Portfolio Financial Analyst

4 weeks ago


New York, New York, United States Innova Solutions Full time
Job Title: Portfolio Financial Analyst

We are seeking a highly skilled Portfolio Financial Analyst to join our team at Innova Solutions. As a Portfolio Financial Analyst, you will work closely with the finance and investment teams to ensure that budgets are managed efficiently and portfolios are performing optimally.

Key Responsibilities:

  • Manage financial data and perform advanced financial modeling and analysis.
  • Develop and maintain financial models and tools to support portfolio management.
  • Collaborate with cross-functional teams to identify and mitigate financial risks.
  • Provide financial insights and recommendations to support business decisions.

Requirements:

  • Proficiency in Microsoft Excel and advanced financial modeling techniques.
  • Familiarity with financial statements and budget management tools.
  • Strong analytical and problem-solving skills.
  • Excellent communication and interpersonal skills.

Preferred Qualifications:

  • Relevant experience in finance-related roles, particularly in budget management or portfolio analysis.
  • Knowledge of financial software and tools, such as ATP and ITP.
  • Professional certifications, such as CFA Level 1 or Certified Financial Analyst.

About Innova Solutions:

Innova Solutions is a leading provider of technology and business transformation solutions. We are committed to delivering high-quality services and solutions to our clients, and we are seeking talented individuals to join our team.



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