What are the responsibilities and job description for the Financial Analyst position at CTMK Network?
🌟 Role Overview
Our client is a rapidly growing boutique Wealth Management firm headquartered in Nashville, TN, seeking a motivated Financial Analyst to support portfolio analytics, client reporting, and investment/financial planning initiatives. This is a high-visibility opportunity to join a collaborative team, build wealth management expertise, and grow alongside a firm that’s expanding quickly—while maintaining a healthy, sustainable pace.
📌 Key Responsibilities
- Prepare and maintain client performance reporting, portfolio summaries, and investment analytics
- Support asset allocation and portfolio monitoring (drift analysis, rebalancing support, cash management)
- Assist with financial planning analysis (retirement projections, cash flow, net worth tracking, scenario modeling)
- Build and enhance Excel-based models for forecasting, benchmarking, and investment analysis
- Partner with advisors to deliver client-ready materials for meetings and ongoing communication
- Help ensure accuracy and data integrity across reporting tools, custodial platforms, and internal systems
- Support ad hoc analysis tied to market updates, investment recommendations, and operational improvements
💰 Compensation & Benefits
- Salary: Up to $80,000 (based on experience)
- Bonus: Performance-based bonus opportunity
- Benefits: Full suite of benefits (medical, dental, vision, etc.)
- Work-Life Balance: A team culture that prioritizes balance and flexibility
- Growth Potential: Clear runway to expand responsibilities and build a long-term career in wealth management
✅ Qualifications
- Open to Accounting or Finance professionals interested in building a career in Wealth Management
- 1–3 years of experience (ideal for a strong 2nd-year professional in accounting/finance/analysis)
- Strong Excel skills (pivot tables, lookups, formulas; modeling a plus)
- Comfort working with financial data, reconciling reports, and spotting variances/inconsistencies
- Solid understanding of financial statements and core finance/accounting concepts
- Detail-oriented, organized, and able to manage multiple priorities in a fast-moving environment
- Strong communication skills—able to translate analysis into clean, client-friendly outputs
🚀 How to Apply
If you’re ready to join a growing Nashville-based wealth management firm and take the next step in your finance/accounting career, apply today on LinkedIn. For immediate consideration, please also email your resume directly to Gene at Gene@ctmknetwork.com. We’re moving quickly—don’t miss out! 📩
Salary : $70,000 - $80,000