Senior Financial Analyst

4 weeks ago


Conshohocken, Pennsylvania, United States Liberty Personnel Services, Inc Full time
Job Description

We are seeking a highly skilled Senior Financial Analyst to join our team at Liberty Personnel Services, Inc.

The ideal candidate will have a strong background in financial analysis, investment research, and portfolio management.

Key Responsibilities:

  • Conduct in-depth financial analysis to identify trends, opportunities, and potential risks.
  • Research and analyze investment opportunities to identify potential investments that align with client goals and risk tolerance.
  • Assist in the management of client portfolios, ensuring that investment strategies are implemented effectively and in accordance with client objectives.
  • Develop and manage financial models, budgets, forecasts, and performance reports to support investment decisions, risk assessments, and strategic planning.
  • Ensure compliance with all relevant regulatory requirements, including SEC and FINRA rules.

Requirements:

  • Bachelor's degree in Finance, Economics, or a related field.
  • Minimum 5 years of experience in financial services, preferably in the investment advisory industry.
  • Strong financial analysis skills, including proficiency in Excel.
  • Excellent communication and interpersonal skills, with the ability to effectively present complex financial information to clients.
  • Proven ability to work independently and as part of a team.
  • Strong problem-solving and analytical skills.
  • A strategic mindset and the ability to identify and capitalize on financial opportunities.
  • Series 65 or 7 license required.

Benefits:

  • Competitive salary and benefits package.
  • Opportunities for professional growth and development.
  • Collaborative and supportive work environment.
  • Flexible work arrangements.


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