Investment Analyst PR

12 hours ago


San Juan, United States Creative Financial Staffing Full time


Find out exactly what skills, experience, and qualifications you will need to succeed in this role before applying below.
Responsibilities of an Investment Analyst

The responsibilities of an investment analyst typically include:



  • Conducting comprehensive financial analysis, including financial statement analysis, industry analysis, and valuation analysis, to evaluate investment opportunities
  • Conducting market research to identify and track investment trends, including economic data, industry-specific data, and company-specific data
  • Developing and maintaining financial models to support investment decisions, using tools such as Excel, Bloomberg, and other financial software
  • Collaborating with portfolio managers and other investment professionals to develop investment strategies that align with the client's investment goals and risk profile
  • Communicating investment recommendations to clients, both verbally and in writing, including investment reports, presentations, and other materials
  • Conducting financial analysis to evaluate investment opportunities
  • Conducting market research to identify and track investment trends
  • Developing and maintaining financial models to support investment decisions
  • Collaborating with portfolio managers and other investment professionals to develop investment strategies
  • Communicating investment recommendations to clients

#CFSJUL2024

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