Analyst

Description

Dowling Hales is more than just advisors; we are the architects of change in the insurance industry.  For over a decade, we have been the trusted “advisor of choice” dedicated exclusively to this dynamic sector.   

Our teams’ values serve as the foundation upon which we build every client relationship, tackle every challenge, and make every decision.  They are our guiding principles that define who we are and how we work. 

Why should you join our Dowling team?  Because this is where talent meets opportunity!

Company Benefits and Perks:

• Medical, Dental, and Vision Insurance (Premium cost sharing between the company and employee)
• Health Savings Contribution by Company to your account
• Company Paid Basic Life Insurance, AD&D, and Long-Term Disability Insurance
• Enrolled in our 401k plan immediately upon hire
• Eligibility to participate in the company's ESOP plan after 1 year of employment
• Reimbursement for select gym and fitness memberships
• Unlimited PTO
• On-site Coffee/Snacks/Beverages
• Lunch is provided daily
• Bonus Program

What the role of an Analyst looks like:

• Research: Analyze financial statements, market trends, and stock and bond reports 
• Financial modeling: Create models to value companies, debt, and equity 
• Client management: Build relationships with clients and help them achieve their financial goals 
• Mergers and acquisitions: Advise clients on how to structure deals and analyze financial dynamics 

Requirements

Requirements:

• Strong verbal and written communication skills
• Advanced computer skills (Excel, Word, PowerPoint)
• Ability to work both as part of a small team and independently
• Detail-oriented, organized, and ability to multi-task and manage multiple projects and competing priorities without sacrificing accuracy or efficiency
• Strong analytical, quantitative skills, problem-solving, and critical thinking skills
• Recent college graduate or someone who has 5-6 months of work experience in finance, accounting, actuarial, banking experience or internship experience is ideal
• Bachelor’s degree in Finance, Accounting, Economics, Math, Quantitative Analysis, or related discipline