Junior Financial Analyst

Overview

A portfolio management and advisory services company seeks to employ a Junior Financial Analyst to join their team. In this role you will gain hands-on experience collecting, analysing, and interpreting municipal financial information to support decision-making in credit, investment, and advisory processes.

Responsibilities

• Collect and maintain financial information from municipalities, ensuring all data is up to date.
• Input financial statements and budgets into assessment models and IPM databases accurately.
• Assist with financial analysis, interpreting results from models and supporting the preparation of reports on municipal financial health.
• Support forecasting activities, helping to project future financial positions under guidance from senior staff.
• Participate in client interactions, including meetings and site visits with portfolio managers.
• Provide administrative support for credit committ...