Job Summary:

The Analyst with NewEdge Wealth will have direct exposure to senior management. In this position, you will spend the majority of your time on financial review and analysis.

Location: Ideal candidates will be located in Stamford, CT and will work in a hybrid capacity.



Review and analyze finance reports to identify differences and their cause.
Assist in reviewing budgets and financial forecasts.
Assist in developing presentation materials for Board of Directors meetings.
Support senior management with analysis.
The Analyst will lead both new and existing initiatives and coordinating with senior management.
Proactively develop self to continuously improve knowledge, skills and credentials.


Skills & Experience:

Bachelors degree in Business or Finance required.
2+ years of relevant work experience in an Analyst or related position.
Highly organized with strong attention to detail.
Ability to work in a fast-paced environment.
Excellent interpersonal skills.
Excellent written and verbal communication skills.
Excellent skills in Microsoft Office Suite, specifically Excel and PowerPoint.
Experience in the financial services sector is a plus.