Wealth Analytics Analyst — Growth Path & Annual Bonus

CTMK Network; Nashville (TN); On-site; USD 70,000 - 80,000; Full time

Benefits offered by this job

Full suite of benefits (medical, dental, vision)

Performance-based bonus

Work-life balance

Growth potential

Job summary

A Nashville-based wealth management firm is seeking a motivated Financial Analyst to support portfolio analytics and client reporting. This full-time role offers an excellent opportunity to work closely with financial data and develop your career in wealth management. Ideal candidates should have experience in accounting or finance, strong Excel skills, and a detail-oriented mindset. Join a dynamic team that values work-life balance and provides a comprehensive benefits package.

Qualifications

• 1–3 years of experience in accounting, finance, or analysis.
• Strong skills in Excel including pivot tables and formulas.
• Ability to work with financial data and report reconciliation.

Responsibilities

• Prepare and maintain client performance reporting and portfolio analytics.
• Support asset allocation and portfolio monitoring.
• Assist with financial planning analysis including retirement projections.
• Build Excel-based models for forecasting and investment analysis.

Skills

Strong Excel skills

Financial data analysis

Detail-oriented

Communication skills

Education

Accounting or Finance background

Tools

Excel

Job description

A Nashville-based wealth management firm is seeking a motivated Financial Analyst to support portfolio analytics and client reporting. This full-time role offers an excellent opportunity to work closely with financial data and develop your career in wealth management. Ideal candidates should have experience in accounting or finance, strong Excel skills, and a detail-oriented mindset. Join a dynamic team that values work-life balance and provides a comprehensive benefits package.