Summer Analyst Job Description
Black Diamond Financial, LLC is a private wealth management firm focused on the pursuit of investment excellence. We act as a personal Chief Financial Officer for our clients by offering holistic advice. Our comprehensive financial plans are tax and cost-efficient, drawing on opportunities across Public and Private Markets. The firm was founded with the aim of offering unparalleled customized service at a reasonable cost. We are seeking a summer analyst to join our Lutherville, MD office. This position will work within the financial planning team on investment evaluation, portfolio management, and presentation creation. Our Summer Analyst Program is a pipeline to our full-time Financial Analyst role for successful candidates.
Key responsibilities include, but are not limited to, the following:
- Understanding and articulating our unique investment philosophy
- Utilizing Excel and PowerPoint for financial modeling and presentation creation
- Utilizing Excel models to assist in development of investment plans
- Assisting with the review of investments and client-facing presentations
- Drafting publication and marketing materials including a quarterly market update
- Communicating the strategy, positioning, and performance of our methodologies and solutions
- Analyzing private equity and private real estate opportunities
Required Background:
Candidates for this role will have a history of high achievement demonstrated by a proven record of rapid advancement in exceeding goals and outperforming peers.
Other Required Qualifications:
The ideal candidate will bring to the role financial knowledge, a team-oriented approach, and a strong work ethic. Core principles drive our approach to wealth management. We expect accountability, responsiveness, excellence, collaboration, impact, and innovation. Other success attributes candidates should possess are:
- Pursuing a bachelor’s degree in Business, Finance, Accounting or Economics
- Strong analytical ability and demonstrated sound judgment in external communications
- Highly organized and must possess exceptional technical, verbal and written communication skills
- Excellent decision-making capabilities with the ability to independently manage and interpret data
- Knowledge of financial modeling in Excel and presentation generation in PowerPoint
- Team player with the flexibility to independently manage work and complete time sensitive tasks
- High professional standards, honesty, and integrity
- Very high attention to detail
Firm Overview
Black Diamond Financial, LLC is a fee-only registered investment adviser with a unique and holistic focus on preserving and enhancing wealth. Our mission is to help clients achieve their financial goals by implementing low cost, tax-efficient investment strategies. We create individualized investment portfolios that are risk-appropriate, returns optimized, and tax-efficient. Where appropriate, we incorporate institutional quality private investments to capture illiquidity premiums or yield opportunities. We believe cost is a critical factor in any successful investment strategy and therefore offer fully transparent pricing that is well-below industry standard. As an employee-owned firm focused on our fiduciary duty, we make our clients’ interests our highest priority.