Financial Analyst - Investment Products

About the position

The Financial Planning & Analytics Team at First Command plays a crucial role in supporting the firm's mission to help service members and their families strengthen their financial security. This position will oversee the data and metrics related to revenue and expenses of current and proposed investment products, driving product-related decisions and creating the company forecast. By utilizing dashboards that track key metrics and KPIs regarding sales, revenue, and profitability, stakeholders will be better equipped to make strategic decisions regarding product offerings, distribution channels, advisor compensation, and product-related investments.

Responsibilities

• Manage revenue and investment product-related cost forecasts and budgets
• Analyze financials of current and proposed investment products including their performance, risks, and opportunities
• Collaborate on pricing and profitability analysis, financial models, and business case work that relate to investment products
• Conduct market research to identify industry trends as they relate to First Command
• Engage with internal stakeholders on current and proposed product offerings
• Contribute in Product Committee meetings
• Complete other related tasks and duties as agreed upon with FP&A leadership
• Contribute on the preparation of the corporate five-year business plan and periodic analysis as it pertains to Investment products
• Maintain metrics and KPI dashboards for the sales, revenue, and profitability of investment products
• Interpret monthly product activity for key stakeholders

Requirements

• Undergraduate degree in business, finance, economics, or another related field required
• Minimum of 4 years of experience as a financial analyst, business analyst, or other related analyst role
• Experience in the Financial Services industry, preferably regarding investment products such as managed accounts and brokerage
• Strong proficiency in Microsoft Excel and other Microsoft Office Suite products
• Exemplary communication skills, both verbal and written
• Comfortable with ambiguity in an evolving role in a growing organization
• Strategic thinking and critical reasoning skills
• Ability to develop strong relationships across all levels of First Command

Nice-to-haves

• MBA, Masters Degree, or related professional certification (CFP, CFA, etc.) preferred
• FINRA Licenses such as the Series 7 preferred
• Experience with NetX360, Envestnet, PowerBI, and Salesforce preferred