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Description

Join our reputable financial advisory firm located in Century City, where we provide comprehensive financial planning and investment management services to our clients. We are currently seeking a motivated Entry-Level Financial Analyst to join our team on a contract-to-hire basis. This is an excellent opportunity for a recent graduate or entry-level professional to gain valuable experience in the financial services industry and grow within a dynamic and supportive environment.

Responsibilities:

Financial Analysis:

• Assist senior financial analysts in conducting quantitative and qualitative analysis of client portfolios, investment opportunities, and market trends.

• Utilize financial modeling techniques to evaluate investment performance, risk factors, and return expectations.

• Prepare reports and presentations summarizing analysis findings for internal and client meetings.

• Collaborate with advisors to develop tailored financial strategies and recommendations for clients.

Data Management and Reporting:

• Compile and organize financial data from various sources, including investment platforms, market research reports, and client financial statements.

• Maintain accurate and up-to-date records of client accounts and transactions in the firm's database or CRM system.

• Generate regular and ad hoc financial reports for internal use and client presentations.

• Assist in the preparation of regulatory filings and compliance documentation as required.

Client Support and Communication:

• Provide support to financial advisors in client meetings, including preparing materials, taking notes, and following up on action items.

• Respond to client inquiries and requests for information in a timely and professional manner.

• Build and maintain positive relationships with clients by demonstrating expertise and delivering exceptional service.

• Collaborate with team members to ensure a seamless client experience and address any client concerns or issues.

Professional Development:

• Stay informed about industry developments, market trends, and regulatory changes affecting the financial services sector.

• Pursue opportunities for professional development and training to enhance skills and knowledge in financial analysis and investment management.

• Actively participate in team meetings, training sessions, and networking events to contribute to a culture of continuous learning and growth.

  Requirements

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

• 0-2 years of relevant work experience, including internships or coursework in finance or investment analysis.

• Strong analytical skills with the ability to interpret financial data and conduct quantitative analysis.

• Proficiency in Microsoft Excel and financial modeling techniques.

• Excellent written and verbal communication skills, with the ability to communicate complex concepts clearly and effectively.

• Detail-oriented with strong organizational skills and the ability to manage multiple tasks and deadlines.

• Professional demeanor with a client-focused mindset and a commitment to integrity and ethical conduct.

Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.

All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.

© 2024 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use (https:///www.roberthalf.com/us/en/terms) .