Sr. Financial Analyst

at  Robert Half

We are in search of a Sr. Financial Analyst to join our team in Laguna Beach, California. This role offers an exciting opportunity to delve into the financial industry, where you will conduct detailed financial analysis, assist in portfolio management, and contribute to investment research.

• Conduct comprehensive financial analysis and modeling for equity and debt investments, including forecasting, valuation, and scenario analysis
• Engage in investment research by analyzing market trends, economic indicators, and company performance to pinpoint potential investment opportunities and risks
• Collaborate with portfolio managers to strategize and implement investment strategies; assist in the ongoing monitoring of portfolio performance
• Prepare and present detailed reports and presentations for senior management and stakeholders, providing insights on investment performance and strategic recommendations
• Participate actively in the due diligence process for new investment opportunities, assessing financial health, competitive positioning, and potential returns
• Cooperate closely with other analysts, risk management, and compliance teams to ensure alignment with firm-wide strategies and regulatory requirements
• Provide guidance and mentorship to entry level analysts, fostering a collaborative and high-performance culture within the team
• Utilize skills in Business Systems, Confluence, CRM, Crystal Reports, Data Mining Techniques, About Time, Accounting Functions, Auditing, Budget Processes, Capital Management to fulfill responsibilities effectively and efficiently.
• Proficiency in Business Systems
• Experience with Confluence
• Knowledge of CRM systems
• Familiarity with Crystal Reports
• Proficiency in Data Mining Techniques
• Experience with ‘About Time’ software
• Understanding of Accounting Functions
• Experience in Auditing
• Knowledge of Budget Processes
• Familiarity with Capital Management
  Robert 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 works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app and get 1-tap apply, notifications of AI-matched jobs, and much more.
  All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.
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