Talent.com
Financial Analyst
Financial AnalystWinged Keel Group • Boston, MA, United States
[error_messages.no_longer_accepting]
Financial Analyst

Financial Analyst

Winged Keel Group • Boston, MA, United States
[job_card.variable_days_ago]
[job_preview.job_type]
  • [job_card.full_time]
[job_card.job_description]

Firm Summary :

Winged Keel Group is the premier national high-end life insurance platform.  With 11 offices nationally, the firm specializes in the structuring, implementation, and administration of Traditional Life Insurance, Business Continuation Insurance, Private Placement Life Insurance and Annuities, and Corporate-Owned Life Insurance portfolios.  For more information on Winged Keel Group, please visit www.wingedkeel.com.

Position Summary :

The primary function of the Life Insurance Financial Analyst is to create presentations to assist clients as they make decisions about the portfolio, structure, and funding of new life insurance, or how to optimize the performance of their existing life insurance portfolios.

This role supports the Client Relationship Managers by preparing client presentations primarily in Excel, PowerPoint graphics, and written communications. This is an exciting role for someone who possesses the ability to meet deadlines in a fast-paced environment, manage projects, stay organized, complete highly detail-oriented work, intellectually curious, enjoys an entrepreneurial environment, and has strong technical, financial math, and analytical skills. This person will also get to work with a highly intelligent, energetic and collaborative team.

Position Responsibilities :

  • Gather data from Client Relationship Managers, insurance carriers, legal resources, professional advisors, etc.
  • Support models of the strategies utilized to fund estate planning life insurance structures
  • Illustrate the full spectrum of life insurance and annuity products for major life insurance carriers
  • Support model strategies utilized to fund life insurance in a gift tax efficient manner
  • Ability to apply the income tax attributes of life insurance, and illustrate how to utilize those attributes to enhance after tax returns through a variable universal life or private placement life insurance policy
  • Prepare detailed Excel and PowerPoint presentations for clients and advisors.
  • Follow compliance regulations around presenting information related to securities transactions
  • Communicate complex financial information in a clear and concise manner, either written or verbally
  • Support transition of each sold case beyond design, into the implementation group (Underwriting), and finally to the administration group (Client Service)
  • Model compensation data on products sold to provide to the Finance Department
  • Model alternatives for optimizing the performance of existing life insurance portfolio

Ideal Candidate will Possess the Following :

  • A minimum of 3 year’s experience in the life insurance industry
  • Bachelor’s in Economics or Finance preferred
  • Advanced proficiency in Microsoft Excel (Must be proficient in Vlookups, If / Then formulas, Goal Seek, Conditional Formatting, NPV, and IRR)
  • Superior financial math aptitude with the ability to perform advanced number crunching
  • Strong ability to understand, evaluate, and present technical and analytical information in a concise and clear manner
  • Ability to work effectively with senior management and Principals
  • Advanced proficiency in Microsoft PowerPoint and Word
  • Strong presentation skills
  • High attention to detail
  • Effective listener and communicator
  • Ability to prioritize and meet deadlines in a fast-paced sales / entrepreneurial environment
  • Ability to work well both independently and in a team environment
  • Critical reviewer and creative thinker
  • Understanding of technical aspects in life insurance strategies preferred
  • Knowledge of life insurance products, tax laws, and estate planning a plus
  • Positive, can-do attitude

    • Working Conditions / Demands / Complexity :

  • Required to work on a computer for a substantial part of the day
  • Frequent work in the evenings and occasionally weekends, as needed to meet deadlines
  • A strong fundamental skillset in the above areas from the outset. Candidate will have a unique opportunity to apply and grow these skills in a highly productive, successful, and challenging environment

    • Compensation / Benefits :

  • Attractive annual compensation package is commensurate with experience
  • Eligible for annual profit sharing bonus
  • Comprehensive benefit package includes medical, dental, life, disability, 401(k), Section 125, and other voluntary benefits.
    • [job_alerts.create_a_job]

    Financial Analyst • Boston, MA, United States

    [internal_linking.related_jobs]
    Financial Analyst II

    Financial Analyst II

    Watts Company • Andover, MA, United States
    [job_card.permanent]
    Together, we're reimagining the future of water.We feel proud every day about what we do.We're all part of the same crucial mission, no matter what function we support it's to provide safe, clea...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Financial Reporting Analyst

    Financial Reporting Analyst

    JACOBS DOUWE EGBERTS • Boston, MA, United States
    [job_card.full_time]
    JDE USA is a fast-growing tea and coffee company headquartered in Maynard, MA and a subsidiary of JDE Peets, the world’s largest pure play coffee and tea manufacturer. We are expanding our team with...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Financial Analyst III - Healthcare

    Financial Analyst III - Healthcare

    wm • Boston, MA, United States
    [job_card.full_time]
    Waste Management (WM), a Fortune 250 company, is the leading provider of comprehensive waste and environmental services in North America. We are strongly committed to a foundation of operating excel...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Depuy Synthes Rotational Financial Analyst

    Depuy Synthes Rotational Financial Analyst

    J&J Family of Companies • Raynham, MA, US
    [job_card.full_time] +1
    Johnson & Johnson announced plans to separate our Orthopedics business to establish a standalone orthopedics company, operating as DePuy Synthes. The process of the planned separation is anticipated...[show_more]
    [last_updated.last_updated_variable_hours] • [promoted] • [new]
    Financial Analyst

    Financial Analyst

    Boston Staffing • Boston, MA, US
    [job_card.full_time]
    The Financial Analyst supports the organization's budgeting, forecasting, and analytical efforts to drive informed business decisions. This position plays a key role in financial planning and report...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Financial Analyst

    Financial Analyst

    American Arbitration Association • Boston, MA, United States
    [job_card.full_time]
    Location : Boston, MA, United States.The American Arbitration Association is an equal opportunity employer (EEO) and considers all employees and applicants for positions without regard to race, colo...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    BCG X NAMR Financial Analyst

    BCG X NAMR Financial Analyst

    Boston Consulting Group • Boston, MA, United States
    [job_card.full_time]
    Boston Consulting Group partners with leaders in business and society to tackle their most important challenges and capture their greatest opportunities. BCG was the pioneer in business strategy whe...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Financial Analyst

    Financial Analyst

    Rue Gilt Groupe • Boston, MA, United States
    [job_card.full_time]
    We are seeking a detail-oriented Internal Financial Analyst to join our retail company.The ideal candidate will be responsible for preparing and analyzing financial data and reports, and providing ...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Financial Analyst

    Financial Analyst

    Winged Keel Group • Boston, MA, US
    [job_card.full_time]
    [filters_job_card.quick_apply]
    Winged Keel Group is the premier national high-end life insurance platform.With 11 offices nationally, the firm specializes in the structuring, implementation, and administration of Traditional Lif...[show_more]
    [last_updated.last_updated_variable_days]
    Financial Analyst (Remote)

    Financial Analyst (Remote)

    Scale AI • South Boston, Massachusetts, United States
    [filters.remote]
    [job_card.full_time]
    Join a global community of talented professionals to shape the future of AI.Earn up to $15 USD / hr and additional rewards based on quality of submission. Outlier is committed to improving the intelli...[show_more]
    [last_updated.last_updated_less] • [promoted] • [new]
    Financial Analyst

    Financial Analyst

    Draper Labs • Cambridge, MA, United States
    [job_card.full_time]
    Draper is an independent, nonprofit research and development company headquartered in Cambridge, MA.The 2,000+ employees of Draper tackle important national challenges with a promise of delivering ...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Sr. Financial Analyst

    Sr. Financial Analyst

    Goodwin Procter • Boston, MA, United States
    [job_card.full_time]
    Join Goodwin's Global Operations Team, and make a real impact on a global scale.At Goodwin, we work with some of the world's most successful and innovative investors, entrepreneurs and disruptors i...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Financial Analyst-Recruited

    Financial Analyst-Recruited

    V R Della Infotech Inc • Boston, MA, United States
    [job_card.full_time]
    [filters_job_card.quick_apply]
    Description : Perform a variety of financial analyses that identify trends and recommendations to help inform decis...[show_more]
    [last_updated.last_updated_1_day]
    Financial Analyst

    Financial Analyst

    Groupe CSL, Inc. • Middleton, MA, United States
    [job_card.full_time] +1
    CSL") of Montreal, Canada is a world-leading provider of marine dry bulk cargo handling and delivery services.Through its major operating divisions, Canada Steamship Lines, CSL Americas, CSL Austra...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Financial Analyst I

    Financial Analyst I

    Leader Bank • Arlington, MA, United States
    [job_card.full_time]
    Leader Bank is looking for exceptionally dedicated team members to join one of the region's fastest growing community banks and mortgage lenders. At the time of its founding in 2002, Leader Bank had...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Financial Analyst

    Financial Analyst

    Harvard University • Boston, MA, United States
    [job_card.full_time]
    By working at Harvard University, you join a vibrant community that advances Harvard's world-changing mission in meaningful ways, inspires innovation and collaboration, and builds skills and expert...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Financial Analyst, FP&A

    Financial Analyst, FP&A

    Audax Group • Boston, MA, United States
    [job_card.full_time]
    Founded in 1999, Audax Group is a leading alternative investment manager with offices in Boston, New York, San Francisco, London and Hong Kong. With approximately $42 billion of assets under managem...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Financial Analyst

    Financial Analyst

    CAI • Boston, MA, United States
    [job_card.full_time]
    CAI is a global technology services firm with over 8,500 associates worldwide and a yearly revenue of $1 billion+.We have over 40 years of excellence in uniting talent and technology to power the p...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]