Analyst Ii Capital Solutions

Osaic

Atlanta, GA, US
Base: $80,000 - $90,000 py; bonus: annual bonus in...
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Bachelor's degree in finance or accounting
Minimum 3 years analytical experience
Advanced excel and powerpoint skills
** Osaic is seeking an Analyst II for its Capital Solutions team to support the company's growth by making capital accessible for advisors and their clients. The role requires strong analytical skills and the ability to build relationships with clients, with a focus on financial analysis and lending recommendations. **

Job Summary

  • The role involves analyzing financial statements and performing cash-flow modeling to assess advisor financial health.
  • Candidates will partner with corporate finance to evaluate profitability and make lending recommendations based on comprehensive analyses.
  • The position offers a competitive salary range of $80,000 to $90,000 plus an annual bonus and comprehensive benefits.

Matching Summary

Match Score: 75

** Osaic is seeking an Analyst II for its Capital Solutions team to support the company's growth by making capital accessible for advisors and their clients. The role requires strong analytical skills and the ability to build relationships with clients, with a focus on financial analysis and lending recommendations. **

Salary

Base: $80,000 - $90,000 per year; Bonus: Annual bonus included; Benefits: Health, vision, dental, 401k, vacation, sick time

Skills & Requirements

Must-have

  • Bachelor's degree in Finance or Accounting
  • Minimum 3 years analytical experience
  • Advanced Excel and PowerPoint skills

Nice-to-have

  • Experience with PowerAutomate and Salesforce
  • Prior wealth management industry background
  • Strong presentation and communication skills

Key Requirements

  • Bachelor's degree required
  • Master's degree preferred
  • 3+ years analytical experience

Work Rights

Not specified

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