Investment Analytics Analyst: Strategy & Client Impact

Birch Atlantic Partners; Boston (MA); On-site; USD 70,000 - 95,000; Full time

Benefits offered by this job

Health insurance

Retirement plans

Professional development opportunities

Job summary

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.

Responsibilities

• 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.

Skills

Analytical thinking

Problem-solving

Communication

Education

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

Tools

Excel

Bloomberg

Job description

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