Investment Analyst

5 days ago

Washington, United States Lion Search Group Full time

We are searching for an investment analyst to evaluate and research trends and opportunities for one of our premier real estate clients. In this role, you will perform research, valuations, and appraisals of financial instruments, markets, and businesses and interact with other team members to deliver quality investment directives to our clients and business.


To ensure success as an investment analyst you should be well-versed in portfolio management, have a keen eye for detail, and be proactive in finding investment opportunities. A top-notch investment analyst performs well under pressure, possesses creative and analytical abilities, and can adapt their thinking to quickly evolving scenarios.


Daily and Monthly Responsibilities

  • Assist in the preparation of financial reports
  • With the help of computer spreadsheets, draw charts and graphs to illustrate technical reports
  • Perform data entry, verification, and back-up; and maintain database
  • Develop automated accounting applications to improve productivity
  • Manage and coordinate the key financial measurements (revenue, gross profit, expense, and profit and cash), and also advise on cost reducing techniques
  • Determine the prices at which securities should be offered and syndicated to the public
  • Interpret data on yield, price future investment risk trends, stability, economic influences, and other factors affecting investment programs
  • Monitor variances, track receivables, and follow up on discrepancies
  • Conduct business studies, review accounts, vendor reports, contractual terms, prices, and market oscillations
  • Recommend investments and timings; prepare action plans for investment using financial analysis
  • Analyze financial performance and develop forecast models
  • Perform budget and cost analysis, reviewing and advisory of financial status
  • Perform risk assessments and evaluation of due taxes
  • Communicate or liaise with direct management, finance personnel and other analysts in meeting task assigned by the firm
  • Present verbal or oral reports on general economic trends, individual corporations, and whole industries
  • Maintain confidentiality of financial information, investment decisions, or any other tasks assigned by the organization.


Skills and Qualifications

  • Minimum of one to three years experience as a junior financial analyst, financial analyst, or in a similar role
  • Bachelor’s degree in business, finance, accounting, or economics, or any finance related degree
  • Critical thinking and problem-solving abilities
  • Data analytics and good IT skills – Proficiency in SPSS, STRATA, big data analysis, MS Access, Excel, Power-Point, accounting software, Oracle, HFM, project management software, financial modelling, and analysis applications
  • Good interpersonal skills, detail oriented, self-motivated and organized
  • Well-grounded in portfolio management, financial modelling, and statistical concepts
  • Good research, quantitative, and analytical skills
  • Good communication and presentation skills – verbal and oral
  • Ability to prioritize task, multitask, and work in a fast-paced environment


Preferred Qualifications

  • Bachelor's Degree
  • Minimum of 1 year of relevant professional experience

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