- Become highly proficient in organizing data and turning client-facing reports from our in-house data aggregation software
- Learn to break down client asset details into customized analysis/reporting used to provide advice and make recommendations
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Analyst
Found in: Lensa US 4 C2 - 4 days ago
Curated Wealth Partners El Segundo, United States***THIS POSITION IS FOR A FINANCIAL ANALYST, NOT A DATA ANALYST. ONLY CANDIDATES WITH DIRECT EXPERIENCE IN FINANCIAL SERVICES WILL BE CONSIDERED.**** · We are looking for a bright mind with 2-3 years of practical work experience working with senior staff in the Investment Bankin ...
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IT Analyst
Found in: Lensa US P 2 C2 - 3 weeks ago
K1 Investment Management Manhattan Beach, United States Full timePosition Summary: · K1 is seeking an IT analyst for our Manhattan Beach office K1 is a Private Equity firm that focuses on high-growth enterprise software companies across the world. Investments range from large leveraged buyouts and roll-up strategies, to minority growth equity ...
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Billing Analyst
Found in: One Red Cent US C2 - 1 day ago
Michael Sullivan & Assoc El Segundo, CA, United StatesMichael Sullivan & Associates LLP is seeking a full-time Billing Analyst with workers' compensation experience to join our billing team. The Billing Analyst maintains a close professional relationship with the Senior Billing Analyst and the Billing and Collections Supervisor. · T ...
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IT Analyst
Found in: ZipRecruiter Test10S US C2 - 1 day ago
K1 Manhattan Beach, United StatesJob Description · Job DescriptionPosition Summary: · K1 is seeking an IT analyst for our Manhattan Beach office K1 is a Private Equity firm that focuses on high-growth enterprise software companies across the world. Investments range from large leveraged buyouts and roll-up strat ...
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Manufacturing Analyst
Found in: Indeed US C2 - 40 minutes ago
APR Consulting Inc El Segundo, United States ContractAn aerospace client is looking for a Manufacturing Analyst who will perform activities in production planning and control, total quality management, systems, manufacturing, equipment and facilities engineering, material management, and process reengineering. · Location: El Segund ...
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Financial Analyst
Found in: Lensa US 4 C2 - 7 hours ago
Mattel El Segundo, United StatesThe Financial Analyst Treasury will support Mattels daily liquidity management, intercompany funding and propose borrowing and investment recommendations, supported by the short-term cash flow forecasting process. This role is ideal for a candidat Financial Analyst, Treasury, Fin ...
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Marketing Analyst
Found in: Appcast Linkedin GBL C2 - 13 hours ago
80Twenty El Segundo, United StatesOur client, a successful and fast growing company in the real estate space is hiring for a Marketing Analyst to join their El Segundo based team. As a Marketing Analyst, you will play a crucial role in driving marketing strategies and initiatives through data analysis and insight ...
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Data Analyst
Found in: Lensa US 4 C2 - 2 days ago
TechStyleOS El Segundo, United StatesJob Description · TechStyleOS is looking for aData Analystto join our Global Member Services (GMS) Team. · TechStyleOS is the internal Operations and Services provider at Fabletics Inc. With capabilities spanning technology, data science, customer service and more, we help Fabl ...
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Financial Analyst
Found in: Lensa US 4 C2 - 6 days ago
Millennium Space Systems El Segundo, United StatesCompany Overview: · Millennium Space Systems, A Boeing Company delivers affordable, high-performance space systems for exacting customers. At Millennium, you will be part of a close-knit team working on exciting technological problems. We work in an open environment where ideas a ...
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Acquisition Analyst
Found in: Dice One Red US C2 - 2 days ago
SPA El Segundo, United StatesOverview Systems Planning and Analysis, Inc. (SPA) delivers high-impact, technical solutions to complex national security issues. With over 50 years of business expertise and consistent growth, we are known for continuous innovation for our government customers, in both the US an ...
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Financial Analyst
Found in: Lensa US 4 C2 - 3 days ago
Millennium Space Systems El Segundo, United StatesCompany Overview:Millennium Space Systems, A Boeing Company delivers affordable, high-performance space systems for exacting customers. At Millennium, you will be part of a close-knit team working on exciting technological problems. We work in an open environment where ideas are ...
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Data Analyst
Found in: Lensa US 4 C2 - 2 days ago
Knewin El Segundo, United StatesCompany Description CREATIVITY IS OUR SUPERPOWER.It's our heritage and it's also our future. Because we don't just make toys. We create innovative products and experiences that inspire, entertain and develop children through play. Mattel is at its best when every member of our te ...
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Financial Analyst
Found in: Lensa US 4 C2 - 5 days ago
TalentBurst El Segundo, United StatesSr. Financial Analyst · Location: El Segundo, CA 90245 – hybrid, 3 days onsite each week · Duration: 12 Months · We are looking for a Senior Financial Analyst to provide financial business support in forecasting, analysis, reporting, accounting, and systems in our Direct-to-Cons ...
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Financial Analyst
Found in: Lensa US 4 C2 - 12 hours ago
Apollo Professional Solutions El Segundo, United StatesJob Description · Job Title: Sr. Financial Analyst · We are looking for a Senior Financial Analyst to provide financial business support in forecasting, analysis, reporting, accounting, and systems in our Direct to Consumer Business. · Responsibilities: · * Perform general ledge ...
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Data Analyst
Found in: Lensa US 4 C2 - 2 days ago
Mattel El Segundo, United StatesCREATIVITY IS OUR SUPERPOWER.It's our heritage and it's also our future. Because we don't just make toys. We create innovative products and experiences that inspire, entertain and develop children through play. Mattel is at its best when every member of our team feels respected, ...
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Cybersecurity Analyst
Found in: Lensa US 4 C2 - 1 day ago
Axient El Segundo, United States**Overview** · Axient is seeking a **Cybersecurity Analyst** to support our customer in **El Segundo, CA.** · The Cybersecurity Analyst provides direct Assessment & Authorization support to the Space Systems Command, Space Domain Awareness and Combat Power, Innovation and Prototy ...
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Financial Analyst
Found in: ZipRecruiter Test10P US C2 - 1 day ago
Millennium Space Systems, A Boeing Company El Segundo, United StatesJob Description · Job DescriptionCompany Overview: · Millennium Space Systems, A Boeing Company delivers affordable, high-performance space systems for exacting customers. At Millennium, you will be part of a close-knit team working on exciting technological problems. We work in ...
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Financial Analyst
Found in: Lensa US 4 C2 - 4 days ago
TalentBurst El Segundo, United StatesSr. Financial AnalystLocation: El Segundo, CA 90245 hybrid, 3 days onsite each weekDuration: 12 MonthsWe are looking for a Senior Financial Analyst to provide financial business support in forecasting, analysis, reporting, accounting, and systems in our Direct-to-Consumer Busines ...
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Manufacturing Analyst
Found in: Lensa US 4 C2 - 20 hours ago
22nd Century Technologies El Segundo, United States*Duration:* 3+ months (Possible Extension) · *Job Description:* · The Aeronautics Systems sector is seeking an Associate Manufacturing Analyst / Manufacturing Analyst to join their team in El Segundo, CA. This position involves supporting production, business, and other process ...
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business analyst
Found in: Lensa US 4 C2 - 6 days ago
Randstad El Segundo, United Statesbusiness analyst - integrations. · + el segundo , california (remote) · + posted 3 days ago · **job details** · summary · + $64 - $74 per hour · + contract · + bachelor degree · + category computer and mathematical occupations · + reference1049674 · job details · job summary: · W ...
Analyst - El Segundo, United States - Curated Wealth Partners
Found in: Appcast Linkedin GBL C2 - 16 hours ago
Description
***THIS POSITION IS FOR A FINANCIAL ANALYST, NOT A DATA ANALYST. ONLY CANDIDATES WITH DIRECT EXPERIENCE IN FINANCIAL SERVICES WILL BE CONSIDERED.****
We are looking for a bright mind with 2-3 years of practical work experience working with senior staff in the Investment Banking, Wealth Management or Real Estate divisions of a large financial institution or a seasoned independent RIA. Must be personable and professional and have extensive knowledge and experience with the full Microsoft Office suite of products with a high level of proficiency that rises to the level of expertise in Excel and PowerPoint. Completion of a structured analyst program is preferred. Working knowledge of Bloomberg is a plus, and interest in becoming a power user with training will be a requirement for the role.
We are looking for a teammate who can demonstrate they have enough knowledge of financial markets, asset classes and financial planning to follow a conversation, ask a few questions then leave the room knowing where to start the output for iteration. More importantly, the ideal candidate will have a genuine natural curiosity in the wealth management and investments businesses that stretches beyond daily work hours.
We are looking for you to have a desire to learn more about how best to strategize for clients, someone who wants to anticipate the next question or roadblock and help the team navigate on behalf of our clients. We are very entrepreneurial; so you will need to be willing to roll up your sleeves and pitch in to help wherever needed. You will be the first in this position, so you will have an opportunity to leave your mark on the role. We are a flat organization, so you will be working directly with partners, VPs, and clients, which creates a tremendous opportunity for growth and learning.
You will –
· Support three partners, all industry veterans, and two VPs in all facets of their respective roles, both investment and advisory
· Build financial models, underwriting investment opportunities, income and total return scenarios, and asset allocation scenarios
· Prepare materials for presentations to prospective and existing clients, including pitch decks, investment recommendations, and on-going investment performance reporting
· Navigate multiple software platforms to choose the appropriate data to include in your draft of presentations to clients
· Visualize the data mentioned above in a thoughtful & concise way....painting a picture, telling the story with the data
· Provide investment research, analysis , and advice to our clients
· Participate in investment manager meetings and assist in the manager research process
· Record notes and create summary sheets for ongoing investment diligence meetings
· Gain proficiency in relaying market data both verbally and through a host of internal and external reporting
· Communicate directly with clients and their other providers, including accountants and attorneys
· Complete administrative tasks involved in opening client accounts, moving assets, etc.
· Maintain & execute where appropriate on any regularly scheduled, on-going client tasks
· Perform other duties as assigned
We want –
· Someone with strong attention to detail and accuracy
· Ability to work under pressure
· Ability to work independently and provide follow-up with the team
· Ability to multitask and handle multiple projects at once
· Ability to consistently meet deadlines
· Ability to synthesize different working styles and competing priorities
· Already has a thorough personal process in place to maintain task list so nothing falls through the cracks
· Ability to prioritize
· Solid knowledge of markets and financial concepts
· Impeccable ability to maintain confidentiality
· Excellent personal and professional references
· Excellent communication skills both written and verbal
Qualifications -
· Bachelor's Degree or equivalent experience in business, accounting, finance, economics, or related field is preferred
· Extra coursework or pursuit of advanced credentials also advantageous
· Expert-level proficiency in Excel, PowerPoint, and Word is essential
· Understanding of performance reporting calculations and software output a plus
We offer –
· Collaborative fun environment
· Cash profit sharing bonus structure
· Paid parking
· 401(k) match
· Generous company contribution to medical benefits