Right-Hand Senior Financial Analyst – Private Investments (Hybrid)

Grant Morgan; Washington, Baltimore (District of Columbia, MD); Hybrid; USD 90.000 - 150.000; Vollzeit

Benefits dieser Stelle

Excellent benefits

Zusammenfassung

Grant Morgan seeks a detailed financial professional for a hands-on, high-visibility role in a multi-entity private investment group. You will support accounting operations, financial and investment analysis, and tax matters while handling sensitive information in a hybrid environment.

Collaborating with senior staff and external advisors, you’ll manage multiple priorities, contribute to special projects, and help elevate overall financial performance through disciplined analysis and thoughtful

Qualifikationen

• Bachelor's degree in Accounting, Finance, Economics or related field.
• Minimum 2 years’ experience in finance, investment management or accounting.
• Highly proficient in Excel; familiarity with Sage Intacct and Addepar or similar ERP systems.
• Understanding of asset allocation, cashflow analysis and portfolio management.
• Ability to manage multiple priorities in a fast-paced, entrepreneurial environment.
• Excellent communication, discretion and a proactive, team-focused mindset.
• Strong reliability and trust in handling confidential information.

Aufgaben

• Partner with VP to perform accounting operations and financial analysis.
• Support investment analysis, tax matters and special projects.
• Collaborate with staff, external advisors, and consultants on diverse financial duties.
• Maintain high standards of confidentiality and meticulous attention to detail.

Kenntnisse

Analytical skills

Attention to detail

Discretion

Strong communication

Ausbildung

Bachelor's degree in Accounting/Finance/Economics

Tools

Excel

Sage Intacct

Addepar

Jobbeschreibung

Grant Morgan seeks a detailed financial professional for a hands-on, high-visibility role in a multi-entity private investment group. You will support accounting operations, financial and investment analysis, and tax matters while handling sensitive information in a hybrid environment.

Collaborating with senior staff and external advisors, you’ll manage multiple priorities, contribute to special projects, and help elevate overall financial performance through disciplined analysis and thoughtful