What are the responsibilities and job description for the Analyst position at Truity Partners?
Analyst (41788)
Our client is an organization in the Waukesha County area that’s looking for an Analyst. Our client is looking for someone with 2 years of experience, an excellent work ethic, and a strong analytical foundation. This company offers flexibility, a great work/life balance, and a brand-new office to work in. This position is onsite.
The salary for this position is $80k - $110k.
The Analyst will be responsible for, but not limited to, the following:
RESPONSIBILITIES
- Conduct financial analysis and modeling for various valuation and reporting purposes.
- Research industry, market, and regulatory information to support analyses.
- Prepare clear reports summarizing methodologies, assumptions, and findings.
- Communicate with clients and stakeholders professionally.
- Assist in due diligence and information gathering processes.
- Review and analyze financial statements and related documentation.
- Support colleagues on valuation and appraisal projects.
- Perform additional tasks and responsibilities as required.
The Analyst will possess the following:
EXPERIENCE REQUIRED
- Bachelor's degree in accounting, finance or a related field.
- 2 years of related experience.
- Member of the American Society of Appraisers or completion of ASA courses is a plus.
- Demonstrated ability to maintain confidentiality and handle sensitive information with integrity.
- Excellent analytical, problem solving, and critical thinking skills.
- Proficient at financial modeling with advanced Excel skills.
- Willing to occasionally travel as needed, and obtain a passport.
Equal Opportunity Employer
The compensation philosophy reflects the Company’s reasonable expectation at the time of posting. Actual compensation is influenced by a variety of factors including, but not limited to skills, experience level, and overall qualifications. This role may also be eligible to participate in a discretionary incentive program, subject to the rule governing the program.
Salary : $80,000 - $110,000