Senior Financial Analyst - Family Office Strategy

Connexa Search Group; Atlanta (GA); On-site; USD 81,000 - 95,000; Full time

Job summary

A specialized recruitment firm is seeking a Senior Financial Analyst for a family office in Atlanta, GA, to handle financial modeling and strategic decision-making. This role involves extensive financial analysis, collaboration with executive leadership, and development of investment strategies. Ideal candidates will possess strong analytical skills, a Bachelor’s degree in Finance, and at least 3 years of relevant experience. Competitive salary ranges from $81,000 to $95,000, depending on location.

Qualifications

• Minimum of 3 years of professional experience in finance, investment analysis, corporate development, or consulting.
• 5+ years of experience is ideal.
• Experience in preparing executive-level materials.

Responsibilities

• Develop and update financial models for operating performance and investment assessment.
• Conduct research and financial analysis for investment strategies.
• Prepare internal reports and presentations for leadership.

Skills

Analytical skills

Quantitative skills

Proficiency in Excel

Communication skills

Organizational skills

Education

Bachelor’s degree in Finance, Accounting, Economics or related field

Job description

A specialized recruitment firm is seeking a Senior Financial Analyst for a family office in Atlanta, GA, to handle financial modeling and strategic decision-making. This role involves extensive financial analysis, collaboration with executive leadership, and development of investment strategies. Ideal candidates will possess strong analytical skills, a Bachelor’s degree in Finance, and at least 3 years of relevant experience. Competitive salary ranges from $81,000 to $95,000, depending on location.