Senior Investment Analyst

4 weeks ago

San Antonio, United States Sage Search Partners Full time

Position Overview:

The Senior Investment Analyst position is pivotal in driving investment strategies through advanced modeling, rigorous underwriting, and comprehensive analysis. This role requires leveraging extensive experience in investment analysis and financial planning to collaborate with cross-functional teams in identifying opportunities, mitigating risks, and maximizing returns for clients.


Key Responsibilities:

  • Development and maintenance of advanced financial models to evaluate investment opportunities across various asset classes.
  • Conducting thorough underwriting assessments to evaluate the viability and risk profile of potential investments.
  • Sensitizing financial models to assess the impact of different scenarios and market conditions on investment performance.
  • Providing insightful recommendations based on comprehensive analysis of financial data, market trends, and economic indicators.
  • Collaborating with portfolio managers, traders, and other stakeholders to optimize investment strategies and portfolio allocations.
  • Staying abreast of industry developments, regulatory changes, and emerging trends to inform investment decisions and strategies.
  • Communicating complex investment concepts and analysis effectively to internal stakeholders and clients.


Qualifications:

  • Minimum of 2 years of experience as an investment analyst, with demonstrated expertise in one or more areas of finance, such as investments, portfolio management, planning, corporate finance, wealth management, banking, or trading.
  • Bachelor's degree in Finance, Economics, or related field;
  • Proven track record of building and utilizing complex financial models within Excel to support investment decision-making.
  • Master's degree or CFA designation preferred.
  • Strong understanding of underwriting principles and risk assessment methodologies.
  • Exceptional analytical skills with the ability to interpret and synthesize large datasets.
  • Proficiency in financial software and tools, including Excel, Bloomberg, and/or other modeling platforms.
  • Excellent communication and presentation skills, with the ability to convey complex concepts clearly and effectively.
  • Strong attention to detail and ability to thrive in a fast-paced, dynamic environment.

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