Senior Financial Analyst – Family Office
Brandon Clark with Connexa is recruiting for a Senior Financial Analyst to work within a family office environment to analyze acquisitions, current portfolio, capital allocations, and more.
Senior Financial Analyst for a single family office supporting various financial initiatives. This role offers a unique opportunity to work directly with executive leadership on a blend of corporate finance, investment research, and more. The position is ideal for someone seeking extensive financial analysis, exposure to strategic decision-making, and long‑term wealth management in a family office, investment banking, or private equity environment.
Responsibilities
- Develop and update financial models to assess operating performance, investments, and new business opportunities.
- Conduct research and financial analysis to support investment strategies, portfolio monitoring, and capital allocation decisions.
- Prepare internal reports, presentations, and summaries for leadership and board meetings.
- Assist with due diligence and valuation analysis for new or existing investments.
- Collaborate with accounting, investment, and foundation teams to ensure accurate financial reporting and data integrity.
Qualifications
- Bachelor’s degree in Finance, Accounting, Economics, or a related field.
- Minimum of 3 years of professional experience in finance, investment analysis, corporate development, or consulting. 5+ years is ideal.
- Strong analytical and quantitative skills with proficiency in Excel and financial modeling.
- Excellent written and verbal communication skills, with experience preparing executive‑level materials.
- Self‑starter with strong organizational skills and the ability to manage multiple priorities in a fast‑paced environment.
Location: Atlanta, GA (alternatives: Alpharetta, GA and Sandy Springs, GA)
Salary: $81,000.00–$95,000.00 (Atlanta), $100,000.00–$110,000.00 (Alpharetta), $95,000.00–$105,000.00 (Sandy Springs)
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