About the role
In this role, you will support senior consultants in conducting financial analyses and preparing reports for clients. Your day-to-day tasks will involve client interactions, data entry, and assisting with investment strategies. The ideal candidate will be detail-oriented and eager to learn from the team. This is an excellent opportunity for someone starting their career in finance, where hands-on experience and mentorship are provided.
What you'll do
- Assist in financial analysis
- Prepare client reports
- Communicate with clients
- Support investment strategy development
What you'll need
- Bachelor's degree in finance or related field
- Strong analytical skills
- Proficiency in Excel
Skills
Analytical skills
Attention to detail
Communication skills
Good to have
Knowledge of financial software
Basic investment knowledge
Benefits
- Health insurance
- Paid time off
- 401(k) plan
Interested in this role?
It takes about two minutes. Free to apply — TownTasks never asks candidates for money.
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Questions about this job
What responsibilities will I have?
You will assist in financial analysis, client communication, and report preparation.
What qualifications are needed?
A bachelor's degree in finance or a related field is preferred.
Is this position remote?
This role is hybrid, allowing you to work both onsite and remotely.
What is the salary range for this role?
The salary range is between $48,000 and $60,000 annually.
How can I apply?
Click "Apply Now" on this page to apply through TownTasks Job Search. TownTasks Job Search is recruiting for this role on behalf of a client employer.
Listing last updated