Portfolio Analyst Financial and Wealth Advisory

$80k

Full-time

La Vista, NE

Kforce has a client in need of a Financial Analyst for a client-facing role in La Vista, NE. Responsibilities:

Analyze and interpret financial data, including building cash flow models to assess overall financial health
Conduct detailed credit evaluations to assess risk and support decision-making
Partner with internal finance teams to evaluate performance trends and key profitability drivers
Develop data-driven recommendations supported by quantitative analysis
Monitor and manage existing lending portfolios, identifying trends and emerging risks
Serve as a primary point of contact for advisors and clients, understanding needs and recommending solutions
Communicate lending strategies and capabilities to both prospective and existing clients
Collaborate with client-facing teams to support growth and retention initiatives
Build strong cross-functional relationships with internal teams and external stakeholders
Identify process improvement opportunities, driving efficiency through automation and streamlined workflows
3+ years of experience in finance or analytical roles
Strong proficiency in Excel, PowerPoint, and data analysis
Ability to analyze data, identify trends, and deliver actionable insights
Excellent communication skills with a professional, client-facing approach; confident presenter in individual and group settings
Self-starter with strong problem-solving skills; able to work independently and anticipate needs
Team-oriented with a strong focus on client service and relationship management
Experience with Power Automate, Salesforce, or similar tools
Background in financial services (wealth management, banking, insurance, or related sectors) preferred

Apply

Vacancy posted 14 days ago

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