As a Financial Analyst with ROI Financial Advisors, candidates analyze economic conditions, stock market performance and other details to provide expert advice to company leadership before they make financial decisions. Financial Analysts organize data into accessible reports and perform various types of analysis using key metrics such as yearly growth, return on assets, return on equity and earnings per share. They gather data about other companies to determine industry standards and identify trends as they develop.
ROI Financial Advisors is built on the foundation of helping positively impact clients’ portfolios, helping them achieve long-term wealth building goals, and learning about asset management.
ROI Financial Advisors
Simple. Smart. Effective.
Financial Analyst summary:
Financial Analysts gather data to understand the trends affecting a specific type of product, geographical region or industry to help their clients make important investment decisions.
Financial Analyst duties and responsibilities:
A Financial Analyst studies a company’s financial data to give advice for guiding business investments and overall financial strategy. Their duties include predicting the return on investment for different stocks and business ventures, writing financial reports and collecting industry research to inform decision making.
Financial Analyst job duties include:
- Analyze financial data and provide forecasting support – Advanced ability to analyze and explain market data
- Prepare reports and projections based on financial data.
- Recommend individual and collections of investments, also known as portfolios.
- Evaluate current and previous financial data.
- Study business and economic trends – Determine a company’s value by examining its financial statements.
- Strong understanding of how economic trends, political situations, policies, and regulations affect client’s
- Analytical skills to process large amounts of information to find profitable investments
- Verbal and written communication skills
- Effectively use software to analyze financial information, identify trends, establish portfolios and make forecasts
- Decision-making skills to provide recommendations to sell, hold or buy a security
- Attention to detail when reviewing potential investments
- Math skills for estimating financial values
- Proficiency with word processing, spreadsheet, database and financial planning software
- Analytical thinking skills and the ability to assess clients’ needs
- Excellent communication abilities, including writing, speaking and active listening
- Effective sales, presentation and customer service skills
- Good organization and time management skills
- Strong communications skills and self-starter
- Love of learning and challenges, including determination to succeed
- Skilled in long-term relationship building
- Adaptable to new information seeking the right solutions for clients
- Comfortable in your ability to think critically
- Passion for new opportunities
Financial Analyst education and training requirements:
REQUIRED:
- Bachelor’s degree – Mathematics, Statistics, Finance, Economics, or Accounting.
PREFERED:
- Chartered Financial Analyst (CFA) certification
Financial Analyst Working Conditions:
Will work from a local office. Beaverton, Lake Oswego, Portland, or Clackamas.
* Expanding quickly into new locations
What ROI Financial Offers:
- Health Insurance
- Retirement Savings Plan with Employer Matching
- Paid Time Off
- Unique and collaborative work environment
- Schedule: Monday-Friday – Standard hours