Wealth Management Financial Analyst Jobs in Florida

EDUCATION, EXPERIENCE, KNOWLEDGE, And SKILLS

Identifies and implements practice management opportunities by interfacing with various departments across the firm

Proactively participates in firm initiatives directed by local management

Strong computer skills including knowledge of Microsoft Office products (Word, Excel and PowerPoint)

2+ years of work experience in a field relevant to the position required

Four-year college degree or professional certification preferred

o Team player who possesses excellent interpersonal skills and communication abilities, with a high degree of self-confidence

Specific qualifications for the Financial Services Professional position include:

o Ability to draw upon past/present experiences and acquaintances to develop markets and sustain long-term relationships

is preferred but not required

Please visit us at (www.Equitable.com or branch website)

Support the Asset Management team, focused on portfolio account surveillance, risk management, monitoring, reporting and valuation

Analyze management financial statements, cash flow forecasts, asset collateral quality/coverage, deal structure, covenants, and legal documentation

Work with legal, financial, valuation and accounting advisors on account management, diligence and documentation

Strong quantitative and qualitative skills

Strong modeling skills and the ability to think flexibly, while analyzing a variety of situations; effective multi-tasker

Undergraduate degree from a top institution with a record of academic achievement – US GPA minimum requirement of 3.5