What are the responsibilities and job description for the Financial Analyst position at Segrera Associates?
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.
Salary : $120,000
