Financial Analyst

About HKW WealthHKW Wealth is a dynamic and fast-growing wealth management and investment advisory firm dedicated to providing clients with strategic financial guidance, investment solutions, and long-term value creation. We are committed to excellence, innovation, and ethical financial stewardship.Job SummaryWe are seeking a highly analytical and detail-oriented Financial Analyst to join our team. The ideal candidate will be responsible for conducting financial modeling, preparing investment reports, analyzing market trends, and supporting the wealth management team in making data-driven decisions. This role is crucial in delivering accurate insights that strengthen client portfolios and enhance the firm's strategic direction.Key Responsibilities Conduct financial analysis and create detailed financial models to support investment decisions.Analyze market trends, economic data, and sector performance to identify opportunities and risks.Assist in portfolio analysis, asset allocation planning, and performance tracking.Prepare investment reports, presentations, and dashboards for internal stakeholders and clients.Support due diligence for potential investments, including risk assessment and financial forecasting.Monitor performance of existing investment portfolios and recommend improvements.Collaborate with the advisory team to develop tailored financial strategies for clients.Maintain updated knowledge of financial markets, regulatory changes, and wealth management practices.Contribute to the development of investment products and research publications.Qualification and SkillsEducation & Experience:Bachelor’s degree in Finance, Economics, Accounting, or related field (Master’s or CFA is an advantage).2–4 years of experience in financial analysis, investment banking, asset management, or wealth advisory.Technical Skills:Strong proficiency in financial modeling and Excel.Experience with financial analysis tools and reporting software.Understanding of investment products, portfolio construction, and valuation techniques.Soft Skills:Strong analytical and quantitative abilities.Excellent communication and presentation skills.Detail-oriented, organized, and capable of handling multiple tasks.Proactive mindset with strong problem-solving skills.What We OfferCompetitive salary and benefits package.Opportunity to grow within a rapidly expanding wealth management division.Exposure to diverse investment strategies and high-net-worth client portfolios.Collaborative work environment with professional development opportunities.