Financial Analyst

Elite DNA Behavioral Health; Fort Myers (FL); On-site; USD 60,000 - 80,000; Full time

Job summary

Elite DNA Behavioral Health is seeking a dynamic Financial Analyst to analyze financial data and support investment decisions. This role involves optimizing portfolio performance and enhancing the organization's financial strategies.

The ideal candidate will hold a Bachelor’s degree in Economics and possess proven experience in financial analysis within asset management. Join us to contribute to our financial health and strategy!

Qualifications

• Bachelor's degree in Economics or related field from an accredited U.S. institution is required.
• Proven experience in financial analysis within asset management or financial services.
• Strong understanding of investment management and financial concepts.

Responsibilities

• Conduct thorough financial analysis to evaluate investment opportunities.
• Develop and maintain financial models using advanced software tools.
• Support asset management initiatives by monitoring portfolio performance.

Skills

Financial analysis

Investment management

Proficiency in Excel

Excellent math skills

Effective communication

Education

Bachelor’s degree in Economics or a related field

Master of Science in Economics

Tools

Excel

Bloomberg

Job description

Job Overview

We are seeking a dynamic and detail-oriented Financial Analyst to join our team. In this role, you will play a vital part in analyzing financial data, supporting investment decisions, and enhancing our financial strategies. Your expertise will help drive informed investment management, optimize portfolio performance, and contribute to the overall financial health of our organization.

Responsibilities

• Conduct thorough financial analysis to evaluate investment opportunities and assess risk factors
• Develop and maintain financial models using advanced financial software tools
• Support asset management initiatives by monitoring portfolio performance and recommending adjustments
• Perform research on market trends, economic indicators, and industry developments to inform strategic decisions
• Assist in preparing detailed reports, presentations, and forecasts for senior management
• Collaborate with teams across financial services and investment banking sectors to streamline processes
• Apply core financial concepts to optimize investment strategies and support financial planning efforts

Requirements

Minimum requirement: Bachelor’s degree in Economics or a related field from an accredited U.S. institution

• Alternate qualifications accepted: Master of Science in Economics
• Proven experience in financial analysis within asset management or related financial services fields
• Strong understanding of investment management, portfolio management, and financial concepts
• Proficiency with financial software such as Excel, Bloomberg, or other analytical tools
• Excellent math skills with the ability to interpret complex data sets accurately
• Knowledge of research methodologies relevant to finance and investments
• Background in finance, economics, or related disciplines; relevant certifications are a plus
• Effective communication skills for presenting findings clearly and confidently

Join us as a Financial Analyst and be part of a forward-thinking team dedicated to excellence in financial analysis and investment strategy!