Financial Analyst - Wealth Advisory

Robert Half Finance & Accounting
Washington, DC
Jan 12, 2022
Jan 15, 2022
Full Time
Description Our client is a high profile Financial Advisor and ranked nationally by Barron's. This very successful team is looking to add a new Financial Analyst to model and help construct client portfolio strategies. If you enjoy the markets and like working with heavy data to create real life custom solutions for client investors, this is an unique opportunity to work with a driven yet collegial team that has a long track record of success. Our client is offering a competitive base salary plus meaningful bonus potential in addition to long term career potential within an award winning team.This high profile Financial Analyst position will work directly with the Financial Advisors and executive leadership of the team to ensure the best client outcomes on all wealth modeling, case scenarios, risk projections and projects. The upside of this exciting Financial Analyst role will also include the opportunity to work with outside partners such as investment banks, attorneys and CPA firms. There is a great opportunity to be mentored and taught by some of the very best in the industry. Duties for this Financial Analyst role will include: + Creating financial models and related analytics to evaluate deal scenarios, compare cash flows from different options and insightful assumptions to best serve client needs + Performing analysis on client holdings and determine demand for upcoming bond issuances+ Assisting with client matters such has evaluating investment opportunities, client loans and margin costs+ Conducting detailed investment research on various industries and other areas to create original research papers and articles + Actively participating in regular investment committee meetings+ Creating investment presentations and other content for the advisory team.+ Ad hoc projects as requested by the team and on client's behalfPlease submit your resume in confidence to Raj Khanna, Senior Vice President, Robert Half or directly via LinkedIn for consideration for this or one of our other immediate openings in the Washington, DC Metro area. Requirements + BS degree in Finance, Business or related major+ 1+ year of experience in a finance driven role+ Previous experience in the financial services industry a plus+ Proven Excel skills and ability to work with large data sets+ Willing to obtain both a series 7 and 66 license+ CFA level 1 or above is a plusRobert 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 puts you in the best position to succeed by advocating on your behalf and promoting you to employers. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - even on the go. Download the Robert Half app and get 1-tap apply, instant notifications for AI-matched jobs, and more.Questions? Call your local office at 1.888.490.5461. All applicants applying for US job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals. Visit for more information. (C) 2021 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking "Apply Now," you're agreeing to Robert Half's Terms of Use ( .