Job Description

As a leading Financial Services firm, our client is ideally located in Baltimore City with desirable offices and a professional work environment. They take a customer service based approach to their business which is reflected throughout the organization with internal and external clients.


This leading Baltimore employer has an immediate opportunity for a Senior Analyst. The Senior Analyst reports to the head of Investments and will help drive investment strategy. Other responsibilities include, but are not limited to:

  • Ensure adherence to industry guidelines
  • Develop and assess investment strategies
  • Communicate investment strategy to executives across multiple departments
  • Analyze existing investment portfolio and potential investments

Ideal candidates will have a successful track record that includes the following:

  • BA in Finance or Accounting (or closely related)
  • CFA is highly desirable
  • 5+ years of professional analysis experience in the financial services industry
  • Experience with liability analysis, strongly preferred

Bailiwick Search Group provides Specialized Professional Recruitment and is headquartered in Baltimore, MD. As Managing Director, I lead the Accounting and Finance practice throughout Baltimore and DC. If you are a CEO or CFO interested in discussing hiring strategy or succession planning, please feel free to call or email me directly. If you are a high performing Accounting and Finance professional interested in having a conversation about potential next steps in your career, please feel free to call or email me directly. I thoroughly enjoy discussing career and business related topics with like-minded professionals.

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