Financial Analyst

LHH is seeking a Financial Analyst for a highly successful and well-established investment organization. This is an outstanding opportunity for an early-career finance professional to join a lean, high-performing team and work directly with senior leadership on investment reporting, cash management, and portfolio analysis. The ideal candidate will have a strong analytical foundation, advanced Excel skills, a passion for financial markets, and an interest in leveraging AI tools to improve efficiency and decision-making. This position offers broad exposure to a diversified investment portfolio, meaningful ownership from day one, and exceptional mentorship in a collaborative, fast-paced environment. Job Responsibilities Prepare monthly portfolio performance reports and investment summaries with a high degree of accuracy. Support cash management activities, including liquidity planning, cash flow forecasting, and fund transfers. Develop presentations and reporting materials for senior leadership. Track investment activity and maintain accurate portfolio records across multiple asset classes. Utilize AI tools, such as ChatGPT and Claude, to enhance research, analysis, and reporting. Monitor financial markets and summarize key trends and developments. Coordinate with external partners, including custodians, tax advisors, and legal professionals. Assist with ongoing financial analysis and special projects as needed. Job Requirements Bachelor's degree in Finance, Accounting, Economics, or a related field. 1-2 years of experience in investment banking, corporate finance, asset management, or a similar analytical finance role. Advanced Excel skills with experience building financial models and analyzing data. Strong PowerPoint and written communication skills with the ability to present complex information clearly. Demonstrated interest in financial markets and investing. Comfortable working with AI tools to improve productivity and workflow. Highly organized with exceptional attention to detail and the ability to handle confidential information. CFA candidacy or familiarity with investment reporting platforms is a plus. #J-18808-Ljbffr