Junior Financial Analyst - Portfolio & Market Research

Russell Tobin

San Clemente (CA)

On-site

USD 23,419 - 25,485

Full time

14 days+
Application generator

Get a reply from this employer — a resume and cover letter tailored to exactly what they’re hiring for.

Get past ATS filters

Benefits offered by this job

Medical insurance
401(k)
Vision insurance

Job summary

A financial services firm is seeking an entry-level candidate to assist in identifying new investment opportunities and monitoring portfolio companies. Responsibilities include conducting financial analyses, developing financial models, and researching industry dynamics. Candidates should have a Bachelor's degree and strong communication skills. This is a full-time position with benefits including medical insurance and a 401(k).

Qualifications

  • Entry-level position requiring a Bachelor's degree or equivalent experience.
  • 0 - 1 year of professional working experience.
  • Strong communication and interpersonal skills are necessary.

Responsibilities

  • Research industry and market dynamics.
  • Conduct modeling and financial analyses.
  • Participate in writing financial reports.
  • Monitor and manage the performance of portfolio companies.
  • Assist in financial planning efforts.

Skills

Strong communication skills
Interpersonal skills

Education

Bachelor's degree or equivalent experience

Job description

A financial services firm is seeking an entry-level candidate to assist in identifying new investment opportunities and monitoring portfolio companies. Responsibilities include conducting financial analyses, developing financial models, and researching industry dynamics. Candidates should have a Bachelor's degree and strong communication skills. This is a full-time position with benefits including medical insurance and a 401(k).
Get your free, confidential resume review.

or drag and drop your file here.

Similar jobs

Similar jobs worth comparing

Investment Portfolio Analyst & Research Associate
Investment Portfolio Analyst & Research Associate

Grove Gallery & Interiors • Madison (WI)

On-site
USD 60,000 - 80,000
mentorship and exposure to senior investment professionals
Support for professional development
Collaborative investment environment
Remote Research Analyst – Investment Research & Modeling
Remote Research Analyst – Investment Research & Modeling

TEEMA Solutions Group • New York (NY)

On-site
USD 145,000 - 185,000
Entry-Level Investment Analyst - Research & Portfolio Analysis
Entry-Level Investment Analyst - Research & Portfolio Analysis

Trivergent Trust Company • Orlando (FL)

On-site
USD 55,000 - 75,000
Senior Fund Analyst: Strategic Portfolio Insights
Senior Fund Analyst: Strategic Portfolio Insights

TEEMA Solutions Group • San Francisco (CA)

On-site
USD 140,000 - 185,000
Junior Financial Analyst - Data, Reporting & Cash Flow
Junior Financial Analyst - Data, Reporting & Cash Flow

Precise - Int • Boston (MA)

On-site
USD 51,000 - 56,000
Health insurance
Dental insurance
Vision insurance
+1
Senior Investment Analyst - Portfolio Strategy
Senior Investment Analyst - Portfolio Strategy

Atlantic Group • Boston (MA)

On-site
USD 100,000 - 155,000
Junior Financial Data Analyst - Data-Driven Insights & Growth
Junior Financial Data Analyst - Data-Driven Insights & Growth

Surprise Insights • New York (NY)

On-site
USD 80,000 - 120,000
Senior Fund Analyst: Strategic Portfolio Insights
Senior Fund Analyst: Strategic Portfolio Insights

TEEMA Solutions Group • New York (NY)

On-site
USD 140,000 - 185,000
Aspiring Portfolio Manager - Market Insights & Strategy
Aspiring Portfolio Manager - Market Insights & Strategy

TEEMA Solutions Group • New York (NY)

On-site
USD 145,000 - 185,000
Entry-Level Equity Research Analyst: Launch Your Finance Career
Entry-Level Equity Research Analyst: Launch Your Finance Career

TEEMA Solutions Group • New York (NY)

On-site
USD 70,000 - 90,000