Financial Analyst

GetJobSmart; Charlotte (NC); On-site; USD 70,000 - 95,000; Full time

Job summary

Cascade Advanced Partners, a Charlotte-based financial services firm, seeks a Financial Analyst to contribute to investment strategies and financial planning services. You will analyze financial data, prepare reports, and provide insights to support investment decisions, collaborating with portfolio managers to evaluate opportunities.

Based in Charlotte, NC, this full-time role offers growth and skill development in a collaborative environment.

Qualifications

• Bachelor's degree in finance, accounting, or related field.
• 2-4 years of experience in financial analysis.
• Strong analytical and problem-solving skills.
• Proficiency in financial modeling and Excel.
• Experience with investment management software.
• Solid understanding of financial markets.

Responsibilities

• Analyze financial data and prepare reports.
• Collaborate with portfolio managers to evaluate investment opportunities.
• Conduct market research and monitor the performance of investment portfolios.

Skills

Analytical skills

Financial analysis

Problem-solving

Financial modeling

Education

Bachelor's degree in finance/accounting/related field

Tools

Excel

Investment management software

Job description

Cascade Advanced Partners, a Charlotte, NC-based financial services firm specializing in investment management and financial planning, seeks a full-time Financial Analyst to contribute to investment strategies and financial planning services.

As a Financial Analyst, you'll analyze financial data, prepare reports, and provide insights to support investment decisions. You'll collaborate with portfolio managers to evaluate opportunities, conduct market research, and monitor portfolio performance.

Based in our Charlotte, NC office, you'll work in a collaborative environment with financial professionals. This role offers growth and skill development in a supportive and dynamic setting.

The annual salary for this position ranges from $70,000 to $94,925, with variations based on the candidate's level of experience and qualifications. While specific benefits are not mentioned, it is common for such roles to include health insurance, retirement plans, and possibly other perks like paid time off or professional development opportunities. The job typically involves using a variety of software tools, such as project management systems, design applications, and communication platforms, to complete tasks efficiently. The workplace is often a collaborative environment where teamwork and communication are key, with a focus on meeting project deadlines and delivering high-quality work. Candidates should have a strong educational background, relevant certifications, and a portfolio demonstrating their skills and experience.

To qualify, you should have a bachelor's degree in finance, accounting, or a related field, along with 2-4 years of experience in financial analysis. Strong analytical and problem-solving skills, proficiency in financial modeling and Excel, and experience with investment management software are essential.

• Analyze financial data and prepare reports
• Collaborate with portfolio managers to evaluate investment opportunities
• Conduct market research and monitor the performance of investment portfolios
• Bachelor's degree in finance, accounting, or related field
• 2-4 years of experience in financial analysis
• Strong analytical and problem-solving skills
• Proficiency in financial modeling and Excel
• Experience with investment management software
• Solid understanding of financial markets