Financial AnalystTexas Staffing • Midland, TX, US
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Financial Analyst
Texas Staffing • Midland, TX, US
[job_card.variable_days_ago]
[job_preview.job_type]
- [job_card.full_time]
[job_card.job_description]Bachelor's degree in finance, accounting, economics, or a related field. Minimum of 2 years of experience in financial analysis, investment management, or a similar role; experience in a family office or wealth management environment is preferred. Strong knowledge of investment products, financial statements, and portfolio performance metrics. Excellent analytical and organizational skills, paired with exceptional communication abilities. Proven ability to work independently, handle multiple priorities, and maintain strict confidentiality. Proficiency in financial modeling and advanced data analysis techniques. Familiarity with variance analysis and ad hoc financial reporting. Detail-oriented mindset with a commitment to accuracy and thoroughness.
Financial Analyst Position
We are looking for a highly motivated Financial Analyst to join our team in Midland, Texas. This role offers an exciting opportunity to contribute to the management of private investments, financial reporting, and strategic planning. The ideal candidate will play a critical role in providing insightful analyses, ensuring accurate records, and collaborating with internal and external stakeholders to support informed decision-making.
Responsibilities :
- Develop and maintain robust financial models to evaluate investments, asset allocations, and performance metrics.
- Assist in creating and managing budgets, forecasting financial outcomes, and tracking expenditures across various entities.
- Prepare comprehensive financial reports, investment summaries, and presentations tailored for stakeholders.
- Monitor market trends, analyze portfolio holdings, and provide benchmark comparisons to support strategic decisions.
- Conduct in-depth ad hoc analyses to aid in wealth planning, estate administration, and philanthropic initiatives.
- Coordinate accounting, tax, audit, and compliance activities with relevant internal and external teams.
- Support due diligence efforts for new investments, including private equity, real estate, and alternative assets.
- Ensure the accuracy and confidentiality of financial documentation and maintain organized records.
Requirements :
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Financial Analyst • Midland, TX, US
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