Top 392 Associate Financial Analyst Jobs

Portfolio Management Analyst/Associate
Cobalt Recruitment —Dallas, TX
- $120,000 - $140,000 a year
- Mid-level
- SQL
- Analysis skills
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FP&A Associate
Japan Tobacco International —Danville, VA
- From $75,000 a year
- Full-time
- Background check
- Microsoft Excel
- English
- Employee stock purchase plan
- Health insurance
Quick Apply
Associate Financial Analyst
Penske Truck Leasing and Logistics —Reading, PA
- Microsoft Outlook
- Office
- Finance
- Tuition reimbursement
Energy FP&A Associate
Prologis —Denver, CO
- $102,000 - $140,000 a year
- Full-time
- Mid-level
- Office
- Analysis skills
- Paid holidays
- Health insurance
Associate Financial Analyst
Hawaiian Telcom Inc —Honolulu, HI
- $60,000 - $84,000 a year
- Office
- Analysis skills
- Presentation skills
Quick Apply
Financial Analyst/Financial Analyst, Associate
Orange County Transportation Authority —Orange, CA
- $38.71 - $53.76 an hour
- Full-time
- Mid-level
- Office
- Finance
Financial Analysis & Reporting Associate
D. E. Shaw & Co., L.P. —New York, NY
- $120,000 - $175,000 a year
- Computer Science
- Mid-level
- Office
- Health insurance
- 401(k) matching
Financial Controls Associate
Jacobsen|Daniels Enterprise Inc. —Atlanta, GA
- $70,000 - $80,000 a year
- Weekends as needed
- Hybrid work
- Basic math
- Mid-level
- Finance
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Associate - Financial Analyst
Blake Willson Group —Springfield, VA
- CPA
- Mid-level
- Office
Quick Apply
Associate, Financial Planning & Analysis (FP&A)
VTS —New York, NY
- $150,000 - $160,000 a year
- Hybrid work
- Mid-level
- Office
- Residential
- Commuter assistance
- Health insurance
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Associate Financial Analyst
Housing Authority of the City of Los Angeles —Los Angeles, CA
- $111,883.20 - $137,592.00 a year
- Call employer
- Mid-level
- Office
- US work authorization
Associate Analyst - FP&A
Energy Transfer Partners —Houston, TX
- Full-time
- Office
- Finance
- Master's degree
- Profit sharing
- Paid time off
Associate Financial Analyst
AdvantageTrust —Cape Girardeau, MO
- Full-time
- Analysis skills
- Organizational skills
- Communication skills
- Employee stock purchase plan
- Disability insurance
Quick Apply
Associate Financial Analyst
Housing Authority City of Los Angeles —Los Angeles, CA
- $111,883.20 - $137,592.00 a year
- Full-time
- Writing skills
- Mid-level
- Office
- Disability insurance
- Health insurance
Senior Associate, Capital Forecasting - Finance
Fortitude Re —Remote
- $105,000 - $125,000 a year
- Remote
- CPA
- 5 years
- Mid-level
Quick Apply
Associate Financial Analyst
HealthTrust —Nashville, TN
- Full-time
- 1 year
- Entry level
- Employee stock purchase plan
- Disability insurance
Quick Apply
Associate, Budget and Grants Financial Analyst
Metropolitan Transportation Commission —Beale AFB, CA
- $59.88 - $80.59 an hour
- Hybrid work
- Background check
- Mid-level
- Office
- Flexible schedule
BizOps Associate
Grüns —San Francisco, CA
- $120,000 - $135,000 a year
- Remote
- Bachelor of Science
- Mid-level
- SQL
- Paid time off
Quick Apply
Finance Associate, EDV Program
Rivian —Irvine, CA
- Full-time
- Oracle
- Writing skills
- Finance
Quick Apply
Finance Associate
Vero Networks —Remote
- $75,000 - $105,000 a year
- Weekends as needed
- Remote
- Background check
- Microsoft Excel
- Mid-level
- AD&D insurance
- Paid holidays
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Portfolio Management Analyst/Associate

Cobalt Recruitment -
Dallas, TX

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Job Details

$120,000 - $140,000 a year

Qualifications

Bachelor's degree
Stakeholder management

Full Job Description

The Role: This position includes, but is not limited to, the following responsibilities:

Develop, maintain, and improve complex investment and fund-level models, for leadership reporting and building investor-facing presentations
Participate in investor portfolio reviews to understand each investment strategy's fundamental profile.
Provide analysis on optimization of financial performance, portfolio composition, revenue & expense policy, financing/capital structure, exit opportunities etc.
Prepare financial performance packages on portfolio progression (operational variance analysis including actual vs estimates, portfolio vs platform, platform vs peers)
Partner closely with Asset Management and Financial Planning & Analysis to facilitate investment decision making and operational processes e.g. financial reporting (pipeline update, forecasts) & budgeting
Coordinate with the Acquisition team to forecast fund sources and uses and drive portfolio composition
Utilize statistical and mathematical tools, probability theory, and optimization methods to properly allocate assets across the portfolio
Provide support on transaction execution
Understand the economic impact of revenue, expense, and cost of capital within SFR and identify fund and asset-specific issues and opportunities
Assist in developing scalable infrastructure to drive decision making using technology and business intelligence tools

Qualifications and Experience

Bachelor's degree required, with current CFA or a background in FP&A highly beneficial
2 - 5 years (3+ for Associate) in investment banking, private equity or similar. Exposure to real estate and property management helpful though not required
Strong quantitative and analytical skills are a pre-requisite with an understanding of portfolio construction
Highly proficient with databases and with Excel based modeling. Able to quickly model, chart, and present performance reviews in PowerPoint.
Knowledge of programming and common data visualization tools such as SQL, Python, Tableau is a plus.
Able to read and understand financial statements, and to interpret and understand term sheets and legal disclosure (i.e., transaction documents, loan agreements)
Highly organized and accurate, with excellent attention to detail
Strong verbal, quantitative, and written communication. Confident in interacting professionally with institutional investors
Interpret data and present thoughtful analysis and insight to investors and management
Develop expertise across a broad spectrum of issues
Translate strategy into execution
Collaborate across organizations and manage stakeholders
Work effectively on multiple projects and under tight time constraints
Show curiosity about the industry e.g., actively monitor developing industry trends

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