Business Analyst

At Sun Harbor Advisors LLC, we understand the challenges individuals and businesses face when navigating the complex waters of financial markets. As a Business Analyst, you will play a crucial role in our mission to provide unparalleled investment advice and financial planning. We pride ourselves on being a lighthouse in the storm, guiding our clients towards their financial goals with integrity, transparency, and excellence. In this position, you will be responsible for analyzing financial data, identifying trends, and providing actionable insights that will help our team enhance our advisory services. We are looking for a detail-oriented and analytical thinker who thrives in a dynamic environment and is passionate about using data to drive decision-making. If you are ready to join a team that is dedicated to helping clients achieve financial clarity and success, we invite you to apply for this exciting opportunity to help shape the future of financial advising at Sun Harbor Advisors LLC.

Responsibilities

• Gather and analyze financial data to support investment decisions and strategies.
• Prepare detailed reports and presentations that communicate findings to stakeholders.
• Identify trends and insights in complex financial datasets to recommend improvements.
• Collaborate with team members to develop financial models and forecasting tools.
• Maintain and update financial databases to ensure accuracy and consistency of data.
• Support the development of business strategies by providing data-driven insights.
• Participate in client meetings to support financial advising with analytical expertise.

Requirements

• Bachelor's degree in Finance, Business Administration, Economics, or a related field.
• 2+ years of experience in financial analysis or business analysis roles.
• Strong analytical skills with the ability to interpret complex data sets.
• Proficiency in financial modeling and forecasting techniques.
• Familiarity with financial software and tools, such as Excel, Bloomberg, or similar platforms.
• Excellent communication skills, both written and verbal, to convey findings effectively.
• Strong attention to detail and ability to work independently as well as in a team environment.

Benefits

• Health Care Plan (Medical, Dental & Vision)
• Retirement Plan (401k, IRA)
• Life Insurance (Basic, Voluntary & AD&D)
• Paid Time Off (Vacation, Sick & Public Holidays)
• Family Leave (Maternity, Paternity)
• Work From Home