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Senior Financial Analyst
2 months ago
At Fricke Recruiting Services, we focus on identifying outstanding CFA professionals for a variety of financial roles. We are currently in search of a skilled individual to take on the position of CFA Investment Analyst & Accountant Candidate.
Job Title Options:- Analyst
- Associate
- Investment Accountant
- Accounting Manager
- Controller
- Wealth Management Advisor
- Investment Analyst
We seek a candidate with robust expertise in Valuation, Pricing, and Risk Management. The ideal applicant should demonstrate exceptional Financial Analysis and Valuation Skills, including proficiency in constructing Discounted Cash Flow (DCF) and Comparable Company Valuation Models using Excel. A minimum of 5 years of experience in the financial services sector is required, with a strong foundation in analyzing financial statements.
Prior experience in reviewing financials, formulating strategies, and conducting financial planning for clients is essential. The candidate should have served as a senior fund accountant on the fund administration side and have developed relationships with Private Equity and Hedge Fund clients. Additionally, experience in assisting with the review of capital calls and investor statements for private equity clients is preferred.
The candidate must possess a working knowledge of various investment products, including equities, bonds, swaps, options, foreign exchange (FX), mortgages, financing, and futures. Technical proficiency in Microsoft Office, basic computer functions, and Mac OS-X is required. A broad financial knowledge base and the ability to learn quickly are also essential.
The ideal candidate should hold a Double Degree with strong academic achievements.
If you are a CFA candidate aiming to enhance your career in finance, we encourage you to connect with us.
