Financial Analyst - Houston, United States - Doliver Advisors, L.P.
Doliver Advisors, L.P.
Houston, United States
Verified Company
3 weeks ago
Description
Company Overview:
Founded in 1988, Doliver Advisors is a registered investment advisor and boutique multi-family office.
We have been managing client wealth for over 35 years for high-net-worth individuals, trusts, IRAs, estates, partnerships, foundations, 401ks, and beyond.
Built on a commitment to wealth preservation and long-term growth, Doliver manages approximately $565 million in assets for approximately 250 clients.
Position Overview:
Key Responsibilities:
- Conduct financial analysis, including variance analysis, budgeting, and forecasting.
- Prepare and interpret financial reports for internal and external stakeholders.
- Assist in the evaluation of investment opportunities and financial modeling.
- Collaborate with other departments to gather data and insights for analysis.
- Monitor industry trends and market conditions to inform decisionmaking.
- Contribute to the improvement of financial processes and reporting efficiency.
Knowledge, Skills, and Abilities:
- Strong proficiency in financial modeling and Microsoft Excel.
- Knowledge of financial principles, investment analysis, and reporting.
- Excellent analytical and problemsolving skills.
- Ability to communicate complex financial information effectively.
Experience & Education:
- Bachelor's degree in Finance, Accounting, Economics, or related field.
How to Apply:
Pay:
From $60,000.00 per year
Benefits:
- 401(k)
- Dental insurance
- Flexible spending account
- Health insurance
- Health savings account
- Life insurance
- Paid time off
- Vision insurance
Schedule:
- Monday to Friday
Experience:
- Financial analysis: 1 year (preferred)
Ability to Commute:
- Houston, TX required)
Ability to Relocate:
- Houston, TX 77057: Relocate before starting work (required)
Work Location:
In person
