Senior Finance Leader / Finance Advisory
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Budget & Portfolio Analyst
Location: Fully Remote
Duration: 1 year
Start date: Immediate
Role Summary:
This role is ideal for individuals who are analytical, detail-oriented, and have a strong interest in Financial Planning And Portfolio Management. As a Budget & Portfolio Analyst, you will work closely with the finance and investment teams to ensure that budgets are managed efficiently and portfolios are performing optimally, ultimately supporting the firm s financial health and growth.
Key Responsibilities:
Budget Analysis and Monitoring: Regularly analyze budget allocations and expenditures, ensuring alignment with the firm s financial objectives and identifying areas for potential cost savings or reallocation.
Portfolio Performance Monitoring: Track and assess the performance of investment portfolios, providing insights and recommendations to senior analysts and portfolio managers to enhance returns and mitigate risks.
Financial Reporting: Prepare and present detailed financial reports that summarize budgetary performance and portfolio outcomes, highlighting key metrics and trends for senior management.
Market Research: Conduct comprehensive research on financial markets, economic trends, and investment opportunities to support the development of strategic budget and portfolio management decisions.
Collaboration with Teams: Work closely with the finance, investment, and underwriting teams to align budgeting and portfolio strategies with the firm s overall business objectives.
Support Project Management: Assist in the budgeting and financial tracking of key projects, ensuring that project expenditures are aligned with approved budgets and financial goals.
Required Qualifications:
Educational Background: Bachelor s degree in Finance, Economics, Accounting, or a related field.
Technical Skills: Proficiency in Microsoft Excel, including advanced functions such as financial modeling and data analysis. Familiarity with financial statements and budget management tools such as ATP, ITP, Powerpoint etc.
Analytical Skills: Strong analytical abilities with a meticulous attention to detail, capable of identifying trends and discrepancies in financial data.
Communication Skills: Excellent written and verbal communication skills, with the ability to effectively convey complex financial information to both technical and non-technical stakeholders.
Ability to Work Under Pressure: Experience managing multiple tasks in a fast-paced environment with tight deadlines.
Preferred Qualifications:
Relevant Experience: Internship or prior experience in finance-related roles, particularly in budget management or portfolio analysis.
Knowledge of Financial Software: Experience with budget management or portfolio analysis software and Presentation tools such as ATP, ITP, Jira, MS Excel, MS Powerpoint.
Professional Certifications: Progress towards certifications such as CFA Level 1, Certified Financial Analyst, or equivalent qualifications will be considered an asset