
Financial Analyst
3 days ago
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We're building a cutting-edge AI-powered financial platform that delivers personalized market insights across stocks, crypto, commodities and personal finance/accounting. Our platform serves everyone from beginners to advanced traders with real-time analysis and actionable intelligence. We're looking for a Senior Financial Planning & Analyst to elevate our product from good to exceptional.
The Role:
We're seeking a versatile Senior Financial Planning & Analyst who can bridge the gap between complex financial markets and user-friendly technology. Required: Expert-level knowledge of capital markets, financial planning, and accounting across personal and business contexts.
Requirements:
Capital Markets
- Deep understanding of equity markets, including fundamental and technical analysis
- Experience with fixed income securities, yield curves, and credit analysis
- Knowledge of derivatives (options, futures, swaps) and their applications
- Understanding of market microstructure, liquidity, and price discovery mechanisms
- Track record of analyzing market trends and identifying investment opportunities
Crypto Currency
- Hands-on experience trading and analyzing digital assets
- Strong understanding of DeFi protocols, yield farming, and liquidity provision
- Knowledge of tokenomics, including token valuation and utility analysis
- Experience with blockchain analytics tools (Glassnode, Nansen, Dune Analytics)
- Understanding of crypto market cycles and on-chain metrics
- Experience with retirement planning, tax optimization, and estate planning
- Knowledge of risk assessment and client suitability analysis
- Accounting
- Strong foundation in analyzing financial statements (balance sheet, income statement, cash flow)
- Experience with financial modeling and valuation methods (DCF, comparables, precedent transactions)
- Ability to identify accounting red flags and assess earnings quality
- Understanding of sector-specific accounting nuances and metrics
- Proficient in Budgeting, Savings, Financial Planning, Debt Management
Technical Skills
- Advanced Excel/Google Sheets for financial modeling
- SQL for data analysis and reporting
- Experience with financial data platforms (Bloomberg, Refinitiv, S&P Capital IQ)
- Python or R for quantitative analysis (preferred)
- Familiarity with financial APIs and data integration
Education Requirement
- CFA Level 2 Preferred, Bachelors in Finance
- Seniority levelMid-Senior level
- Employment typeFull-time
- Job functionFinance and Sales
- IndustriesIT System Custom Software Development
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