This list contains only the countries for which job offers have been published in the selected language (e.g., in the French version, only job offers written in French are displayed, and in the English version, only those in English).
A private wealth and investment office in Rancho Santa Fe is seeking a Junior Financial Analyst to support portfolio analysis, reporting, and investment tracking. This role offers direct exposure to investment strategy, asset allocation, and financial reporting in a high-touch, client-focused environment. Ideal for candidates interested in wealth management, investments, and financial markets.
Job Responsibility:
Assist with portfolio performance analysis and reporting
Track investment activity, cash flow, and asset allocation
Build and maintain financial reports and dashboards
Support investment research and market analysis
Prepare materials for client and internal reporting
Monitor financial trends, market data, and performance metrics
Maintain accuracy of financial records and reporting systems
Requirements:
Bachelor’s degree in Finance, Economics, or related discipline
1–3 years of experience in financial analysis, banking, or investments
Strong Excel skills (financial modeling, data analysis)
Knowledge of financial markets, equities, and portfolio concepts
Strong attention to detail and ability to handle confidential data
Nice to have:
Experience with investment platforms or reporting tools is a plus
Progress toward CFA or interest in pursuing highly preferred
What we offer:
medical, vision, dental, and life and disability insurance