Financial Analyst

Birch Atlantic Partners; Boston (MA); Sur place; USD 70 000 - 95 000; Plein temps

Avantages offerts par ce poste

Health insurance

Retirement plans

Professional development opportunities

Résumé du poste

Birch Atlantic Partners, a financial services firm in Boston, MA, is seeking a Financial Analyst for a full-time position. You will perform data analysis, prepare financial reports, and provide insights to support strategic decisions, while assisting clients in achieving their financial goals through tailored financial solutions.

The role offers a collaborative, team-based environment at our Boston office with opportunities for professional growth through training programs, mentorship, and

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, or a related field.
• 2-4 years of experience in financial analysis.
• Proficiency in Excel and financial modeling.

Responsabilités

• Analyze financial data and trends to inform investment strategies and business decisions.
• Prepare and present financial reports and analyses to stakeholders.
• Conduct market research to identify investment opportunities.
• Develop and maintain financial models to forecast performance and assess risk.
• Collaborate with the investment team to evaluate opportunities.
• Assist in preparation of financial statements and regulatory reports.
• Support the development of financial strategies and client plans.
• Provide financial guidance to clients navigating complex financial landscapes.

Connaissances

Analytical thinking

Problem-solving

Communication

Formation

Bachelor's degree in Finance, Accounting, Economics, or a related field

Outils

Excel

Bloomberg

Description du poste

Birch Atlantic Partners, a financial services firm in Boston, MA, seeks a Financial Analyst for a FULL_TIME position. This role involves investment management and financial consulting, with a negotiable salary. Applications are due by 2026-11-23.

As a Financial Analyst, you'll perform data analysis, prepare financial reports, and provide insights to support strategic decisions. You'll also assist clients in achieving their financial goals through tailored financial solutions.

You'll work in a team-based environment at our Boston office, where collaboration and innovation are at the core of the workplace culture. This means you'll have the opportunity to work closely with your colleagues, share ideas, and contribute to collective projects. The office is designed to foster a supportive and engaging atmosphere, with open spaces and comfortable workstations that encourage interaction. You'll also have access to a variety of resources and tools to help you grow professionally, including training programs, mentorship opportunities, and workshops on the latest industry trends. The company values continuous learning and development, so you can expect to see your skills and knowledge expand over time.

The salary is negotiable, and benefits include health insurance, retirement plans, and professional development opportunities. Exact compensation details will be discussed during the hiring process.

You should have a bachelor's degree in finance, accounting, or a related field, with 2-4 years of experience in financial analysis. Proficiency in Excel and financial modeling is required. Strong analytical and problem-solving skills are essential.

• Analyze financial data and trends to provide insights that inform investment strategies and business decisions.
• Prepare and present financial reports and analyses to stakeholders, including clients and internal teams.
• Conduct market research and stay updated on industry trends to identify investment opportunities.
• Develop and maintain financial models to forecast performance and assess risk.
• Collaborate with the investment team to evaluate and select investment opportunities.
• Assist in the preparation of financial statements and other regulatory reports.
• Support the development of financial strategies and business plans for our clients.
• Provide financial guidance and advice to clients, helping them navigate complex financial landscapes.

• Bachelor's degree in Finance, Accounting, Economics, or a related field.
• 3+ years of experience in financial analysis or a related role.
• Strong analytical and problem-solving skills.
• Proficiency in financial modeling and data analysis tools, such as Excel, Bloomberg, or similar.
• Excellent communication and interpersonal skills, with the ability to present complex information clearly.
• Knowledge of financial regulations and compliance requirements.
• Familiarity with investment management and financial consulting would be a plus.
• Ability to work independently and as part of a team in a fast-paced environment.