Operation Analyst
1 month ago
Assessing business and asset valuations.
Calculating risks and opportunities for potential and current clients.
Monitoring market trends and investment portfolios.
Analyzing previous investment decisions and generating key takeaways.
Conducting meetings with clients and management throughout the year.
Producing complex financial models for integration into decision-making processes.
Compiling financial data into reports for other team members and stakeholders.
Identifying critical areas of business performance for other stakeholders.
Reporting discrepancies and issues to senior team leaders when they arise.
Working within a dynamic team environment.
Investment Analyst Requirements:
A bachelor's degree in finance, investment banking, or accounting.
At least 2 years' experience in a similar role.
Strong mathematical and numerical skills.
Proficiency in data collection and analysis.
Excellent research and writing abilities.
A flair for statistics and data manipulation.
Confident presentation abilities.
Thorough understanding of financial analysis and investment strategy.
Interpersonal skills and the ability to work under pressure.
A team player who can work independently.
• CFSJUN2023
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