Sr. Financial Analyst

We are in search of a Sr. Financial Analyst to join our team in Laguna Beach, California. This role offers an exciting opportunity to delve into the financial industry, where you will conduct detailed financial analysis, assist in portfolio management, and contribute to investment research.

Responsibilities:

• Conduct comprehensive financial analysis and modeling for equity and debt investments, including forecasting, valuation, and scenario analysis
• Engage in investment research by analyzing market trends, economic indicators, and company performance to pinpoint potential investment opportunities and risks
• Collaborate with portfolio managers to strategize and implement investment strategies; assist in the ongoing monitoring of portfolio performance
• Prepare and present detailed reports and presentations for senior management and stakeholders, providing insights on investment performance and strategic recommendations
• Participate actively in the due diligence process for new investment opportunities, assessing financial health, competitive positioning, and potential returns
• Cooperate closely with other analysts, risk management, and compliance teams to ensure alignment with firm-wide strategies and regulatory requirements
• Provide guidance and mentorship to entry level analysts, fostering a collaborative and high-performance culture within the team
• Utilize skills in Business Systems, Confluence, CRM, Crystal Reports, Data Mining Techniques, About Time, Accounting Functions, Auditing, Budget Processes, Capital Management to fulfill responsibilities effectively and efficiently. • Proficiency in Business Systems
• Experience with Confluence
• Knowledge of CRM systems
• Familiarity with Crystal Reports
• Proficiency in Data Mining Techniques
• Experience with 'About Time' software
• Understanding of Accounting Functions
• Experience in Auditing
• Knowledge of Budget Processes
• Familiarity with Capital Management