Financial Analyst Position Available In Miami-Dade, Florida

Location:

Miami, FL (Hybrid Schedule)

Salary:

Up to $120,000

Base Salary About Us:

We are a reputable family office based in Miami, FL, managing a wide variety of investments. Our focus is on maintaining long-term financial growth and preserving wealth across multiple generations. We’re currently seeking an experienced and driven Financial Analyst to join our dynamic team.

Position Overview:

As a Financial Analyst, you’ll play a key role in supporting the investment strategy, operations, and asset management of the family office. You will have the chance to work closely with senior leadership and contribute to decision-making processes. We’re looking for someone who is proactive, detail-oriented, and excited to make a difference.

Responsibilities:

Manage investment portfolios and assist in executing strategies to meet financial goals. Collaborate with senior leadership to develop and analyze investment opportunities. Conduct financial analysis and prepare insightful reports for decision-making. Work closely with external advisors and other stakeholders to support the family office’s goals. Keep up with market trends and ensure our strategies are up-to-date and effective.

Qualifications:

Bachelor’s degree in Finance, Accounting, Economics, or a related field. Experience in investment management, private equity, banking, or a similar field. Strong financial modeling and analysis skills. Knowledge of estate planning, tax optimization, or private equity is a plus. Excellent communication skills and the ability to work collaboratively with teams. A proactive approach and a passion for helping clients succeed.

Compensation & Benefits:

Competitive base salary up to $120,000, depending on experience. Hybrid work schedule.