ENGELSTAD WEALTH ADVISORS, INC. is hiring a full-time Financial Analyst .
Post date: 12/19/2022
Job Duties:
- Identify clients’ financial goals and build a dynamic and comprehensive financial planning or recommend changes by assessing their current portfolios and holdings;
- Maintain relationships with clients by conducting semi-annual financial performance reviews to ensure their plans are staying on track;
- Assist in the execution and financing of transactions, conduct transaction due diligence, valuation analysis, financial modeling, market forecasting, and the negotiating of contracts and other agreements;
- Recommend actions by analyzing and interpreting data and making comparative analyses; study proposed changes in methods and materials;
- Conducting model validation and developing independent algorithms to help verify the results of analytical systems and maximize client returns;
- Apply mathematical and statistical techniques to analyze implied volatility and dividend yield to determine the risk-reward ratio, address issues such as derivative valuation, risk management, and financial market regulation;
- Research and analyze current industry trends, simulate future economic conditions, create reports and presentations of research and present findings to management;
- Identify and drive improvements in process and data analytics, including the creation of standard and ad-hoc reports, tools, and Excel dashboards.
Job Requirements:
Master's Degree in Finance, Financial Engineering, Engineering, or other related quantitative or analysis field required. Must have CFA Designation.
Any interested applicants can mail their resume with code EWAFA2022 to: Jodi Engelstad, ENGELSTAD WEALTH ADVISORS, INC., 250 Franklin Street, Columbus, IN 47201.
Job Criteria:
Position Type: Full-Time Permanent
Education Required: Master’s
Contact Information:
Contact Name: Jodi Engelstad
Company: ENGELSTAD WEALTH ADVISORS, INC.
City: Columbus
State: IN
Zip: 47201
