Financial Analyst Jobs in Wellesley, MA
A Financial Analyst in the banking industry is responsible for examining financial data, analyzing trends, preparing reports, and making recommendations based on their findings. They provide guidance to businesses and individuals making investment decisions and are responsible for financial forecasting and modeling. The Financial Analyst contributes to the bank's financial planning efforts and helps to manage and mitigate risks. They are expected to understand and explain complex financial concepts and provide insights to both colleagues and clients.
Important skills for a Financial Analyst include strong analytical and problem-solving skills, excellent numerical proficiency, good communication skills, and knowledge of financial software and databases. They should have a strong understanding of financial markets and banking regulations. Relevant certifications such as Certified Financial Analyst (CFA), Certified Management Accountant (CMA) or Certified Public Accountant (CPA) are highly valued. Prior to becoming a Financial Analyst, a person might have roles such as Finance Intern, Junior Financial Analyst, or Financial Advisor.
2026 Investment Analyst, Secondary
- Boston, MA (11 miles from Wellesley, MA)
- 1 day ago
- Boston, MA (11 miles from Wellesley, MA)
- 1 day ago
Job Description Summary For over forty years, HarbourVest has been home to a committed team of professionals with an entrepreneurial spirit and a desire to deliver impactful solutions to our...
Oracle Finance Business Analyst-Hybrid @ Burlington, Massachusetts .-Need Locals
- Burlington, MA (14 miles from Wellesley, MA)
- 1 day ago
- Burlington, MA (14 miles from Wellesley, MA)
- 1 day ago
Oracle Finance Business Analyst-Hybrid @ Burlington, Massachusetts.-Need Locals Title -Oracle Finance Business Analyst Location-Hybrid @ Burlington, Massachusetts. Duration Contract Job...
Investment Banking Financial Analyst Boston, Technology (Class of 2026)
- Boston, MA (11 miles from Wellesley, MA)
- 2 days ago
- Boston, MA (11 miles from Wellesley, MA)
- 2 days ago
Business Unit: Corporate Finance Industry: Technology Overview Houlihan Lokey, Inc. (NYSE:HLI) is a global investment bank with expertise in mergers and acquisitions, capital markets, financial...
Fiscal Analyst 1 (Budget Analyst)
- Quincy, MA (14 miles from Wellesley, MA)
- 4 days ago
- Quincy, MA (14 miles from Wellesley, MA)
- 4 days ago
Initial Posting Date: 08/08/2025 Application Deadline: 08/17/2025 Agency: Department of Fish and Wildlife Salary Range: $4,409 - $6,736 Position Type: Employee Position Title: Fiscal Analyst 1...
Remote WorkQuantitative Analyst, CoStar Risk Analytics
- Boston, MA (11 miles from Wellesley, MA)
- 5 days ago
- Boston, MA (11 miles from Wellesley, MA)
- 5 days ago
Quantitative Analyst, CoStar Risk Analytics Job Description Quantitative Analyst, CoStar Risk Analytics CoStar Risk Analytics, located in Boston, MA, works with market participants across the...
Financial Analyst, CoStar Risk Analytics
- Boston, MA (11 miles from Wellesley, MA)
- 6 days ago
- Boston, MA (11 miles from Wellesley, MA)
- 6 days ago
What We Are Looking For: CoStar Risk Analytics is seeking a dedicated and experienced Financial Analyst to join our growing team based in Boston....
Senior Portfolio Analyst, Global Specialty Senior Portfolio Analyst, Global Specialty
- Boston, MA (11 miles from Wellesley, MA)
- 6 days ago
- Boston, MA (11 miles from Wellesley, MA)
- 6 days ago
Senior Portfolio Analyst, Global Specialty The Hartford 4.5 ( ) Boston, MA Why you should apply for a job to The Hartford : Ranked as one of the 4.5/5 in overall job satisfaction 4.5/5 in...
Remote WorkSr Financial Analyst Sr Financial Analyst
- Framingham, MA (8 miles from Wellesley, MA)
- 6 days ago
- Framingham, MA (8 miles from Wellesley, MA)
- 6 days ago
Sr Financial Analyst TJX Companies 3.5 ( ) Framingham, MA Why you should apply for a job to TJX Companies : 4.5/5 in supportive management 75% say women are treated fairly and equally to men 59% say...
Executive Director & Portfolio Analyst, Floating Rate Loans
- Boston, MA (11 miles from Wellesley, MA)
- 8 days ago
- Boston, MA (11 miles from Wellesley, MA)
- 8 days ago
What you will bring to the role Minimum 10 years of relevant experience in performance and attribution reporting, across various strategies and products Expertise in fixed income, including structured...
9788 - Product Portfolio Analyst
- Boston, MA (11 miles from Wellesley, MA)
- 9 days ago
- Boston, MA (11 miles from Wellesley, MA)
- 9 days ago
Description Position at Wind River PRODUCT ANALYST - PORTFOLIO STRATEGY Product Management - United States Description Position at Wind River Product Analyst - Portfolio Strategy Location: US San...
- Boston, MA (11 miles from Wellesley, MA)
- 9 days ago
- Boston, MA (11 miles from Wellesley, MA)
- 9 days ago
Business Unit: Cubic Transportation Systems Company Details: When you join Cubic, you become part of a company that creates and delivers technology solutions in transportation to make people's...
Senior Portfolio Analyst, Global Specialty
- Boston, MA (11 miles from Wellesley, MA)
- 10 days ago
- Boston, MA (11 miles from Wellesley, MA)
- 10 days ago
Sr. Portfolio Analyst - BA07EE Were determined to make a difference and are proud to be an insurance company that goes well beyond coverages and policies. Working here means having every...
Senior Investment Analyst, Private Equity & Venture Capital
- Boston, MA (11 miles from Wellesley, MA)
- 10 days ago
- Boston, MA (11 miles from Wellesley, MA)
- 10 days ago
Were building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing whats right for our clients. At CIBC, we embrace your...
Consultant Relations, Investment Analyst
- Boston, MA (11 miles from Wellesley, MA)
- 12 days ago
- Boston, MA (11 miles from Wellesley, MA)
- 12 days ago
institutional portfolio managers The Team The Investment Consultant Relations (CR) group sits within Fidelity Institutional, which is a business unit dedicated to the distribution of Fidelitys equity, fixed-income...
- Peabody, MA (21 miles from Wellesley, MA)
- 15 days ago
- Peabody, MA (21 miles from Wellesley, MA)
- 15 days ago
4 days onsite in Peabody, MA - Direct hire - No sponsorship Our client is seeking a Financial Analyst to become a trusted business partner to the organization....
Demographic Data for Wellesley, MA
Moving to Wellesley, MA? Find some basic demographic data about Wellesley, MA below.
Financial Analyst Online Courses and Training Opportunities
Salary for Financial Analyst Jobs in Wellesley, MA
Required or preferred licenses and certifications for Financial Analyst positions.
Highest Education Level
Financial Analysts in Wellesley, MA offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Financial Analyst position
- Modeling
- Presentation
- Visual Basic for Applications
- Investment Analysis
- Acquisitions
- Commercial Real Estate
- Budget Planning
- Private Equity
- Budget Analysis
- Budgets
- Quantitative Analysis
- Fixed Income
- Equity Research
- Asset Allocation
- Education Experience
- Equities
- Bloomberg Terminal
- FactSet
- Financial Services
- Balance Sheets
- Corporate Finance
- Capital Markets
- Investment Banking
- Valuation
- Financial Statements
- Investment Management
- Variance Analysis
- Financial Planning and Analysis
- Financial Planning
- Financial Modeling
- Portfolio Management
- Due Diligence
- Asset Management
- Financial Analysis
- Financial Reporting
- Budget Forecasting
- Forecasting
- Risk Management
- Finance
- Strategy Development
- Decision Making
- Analytical Skills
- Auditing
- Accounting
- Written Communication
- Documentation
- Data Analysis
- Budgeting
- Reporting
- Collaboration
- Policy Development
- Bachelor's Degree
- Microsoft PowerPoint
- Regulations
- Problem Solving
- Microsoft Excel
- Microsoft Office
- Research Skills
- Organization
- Scheduling
- Leadership
- Communication Skills
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