Entrylevel Financial Advisor Jobs in Springfield, VA

Job Title: Energy Analyst

Job Location: Washington, DC

2025 Wages/Salary: $93,000 plus annual incentive compensation bonus

Entry-Level position

Company Description:

Concentric Energy Advisors, Inc. (www.ceadvisors.com) (Concentric") is an employee-owned leading management consulting and financial advisory firm focused on the North American energy and utility industries. Concentric specializes in financial advisory assignments; market assessment and strategy development; ratemaking and utility regulation; litigation support; and management and operations consulting. Concentric was founded in 2002 and is headquartered in Marlborough, MA with additional offices in Washington, DC and Calgary, Alberta.

We offer a highly competitive base and incentive compensation bonus package, along with a comprehensive benefits package including vacation time, 401(k) retirement plan with company matching contribution, flexible spending accounts, top notch health/dental/vision insurance programs, and tuition reimbursement, along with access to training opportunities to support professional growth objectives. In addition, we immerse our employees in a hard-working, collegial and cooperative culture with the opportunity to become a shareholder in the firm.

We are looking for an entry-level Energy Analyst for our Washington, DC location.

Job Description:

At Concentric, the Analyst serves a critical role on project teams as the primary contributor of modeling, data analysis, and research tasks that are essential to a successful client engagement. Our clients come to us to help them solve a problem. Analysts work collaboratively with more senior colleagues to help create innovative solutions to solve these problems for our utility and energy clients.

Responsibilities include:

• Research stocks and bonds for public utility companies.
• Research trends and news within the utility industry, including filings, mergers and acquisitions, competitive position, and financial stability of organizations.
• Utilize Excel and other quantitative software to analyze data.
• Research and analyze capital markets and perform debt and equity analyses.
• Create and utilize models within Excel.
• Report on securities research to project managers.
• Utilize Bloomberg terminal, S&P website, Lexis-Nexis and other sites to conduct appropriate research.
• Write analyses, whitepapers, and other documentation from researched materials.
• Work on various projects within the energy and utility space.
• Mentor and guide junior staff on project work.

Qualifications include:

• Bachelors Degree required, ideally in Finance, Mathematics, Economics, or Energy.
• Must have a superior academic record a GPA of 3.5 or above is desired.
• Previous relevant internships or 1-2 years work experience within finance, investments, math, economics, public policy, and regulation within the energy/utility industry. Consulting experience within energy/utilities highly desirable.
• Strong quantitative skills and research skills, with the ability to synthesize the information accurately.
• Strong writing skills with very good attention to detail, grammar, and spelling. Must be able to write extensive reports for clients including visualizations.
• Intermediate to advanced MS Excel skills with the ability to perform advanced functions including VLOOKUP, HLOOKUP, COUNTIF, pivot tables, financial modeling, regressions, forecasting, and the creation of charts and graphs.
• Strong computer skills including MS Word, PowerPoint, Outlook, and SharePoint.
• Must be collegial and enjoy working in a team environment, and have the ability to also operate independently.
• Must be highly detail oriented with strong follow-through and organizational skills.
• Must prioritize workload while maintaining accuracy, consistency and confidentiality.

Additional Information:

The annual base salary for the Analyst role is $93,000 plus an annual incentive compensation bonus. Concentric also offers opportunities to participate in equity ownership.

We are looking for employees who are collegial and collaborative, enjoy working in a team environment, and have the ability to also operate independently. We need people with strong attention to detail and organizational skills, as well as the ability to prioritize your own workload, while maintaining accuracy, consistency and confidentiality. If you enjoy problem solving and analytical thinking, and have experience in the energy/utilities world, Concentric may be the place for you.

Equal Employment Opportunity

We value diversity in backgrounds and in experiences. Energy is a universal concern, and we need people from all backgrounds to help build the future of energy. Concentric's consulting team is welcoming to all walks of life.

From Concentric's inception, Diversity & Inclusion have always been key to our success. We are an Equal Opportunity Employer and our employees have different strengths, experiences and backgrounds, who share a passion for the energy space. We are committed to providing equal opportunity for all employees and applicants. Concentric recruits, hires, trains, promotes, compensates and administers all employment actions without regard to race, color, religion, sex, sex stereotyping, pregnancy, gender, gender identity, gender expression, national origin, age, mental or physical disability, ancestry, medical condition, marital status, military or veteran status, citizenship status, orientation, genetic information or any other status protected by applicable law. All of our employees points of view are key to our success, and inclusion is everyone's responsibility. We encourage applicants from all backgrounds to apply.

Interested candidates should apply with their resume. Writing samples, educational transcripts, cover letters and references may be requested to complete the application process.