Investment Analyst

1 week ago

Washington, United States HR&M Full time

Investment Analyst
Location: Remote/D.C.

YOUR CONTRIBUTION

Deliver Excellence. Oversee with Integrity. Drive Progress. Exceed Expectations.

As an Investment Analyst, your primary responsibility is to manage the organization's investment portfolio to maximize returns and minimize risks. You develop investment strategies, conduct thorough market analysis, and make informed decisions to ensure the financial health and growth of the organization. Your role is pivotal in optimizing capital allocation, identifying lucrative investment opportunities, and aligning financial activities with the company's overall goals.

OUR EXPECTATIONS

Winning skills and behaviors for success.

  • Oversee the management of the organization's investment portfolio, optimizing asset allocation and diversification.
  • Determine appropriate asset allocation strategies based on market conditions, investment goals, and risk profiles.
  • Develop and execute comprehensive investment strategies aligned with the organization's financial goals and risk tolerance.
  • Implement risk management strategies to minimize the organization's exposure to market volatility and other potential risks.
  • Utilize financial modeling techniques to evaluate potential investment opportunities and assess their impact on the organization's financial health.
  • Serve as a key liaison between investment functions and other teams within the organization, including Executive leaders, board members, and external stakeholders.
  • Monitor the performance of existing investments, making data-driven decisions to optimize returns and mitigate risks.
  • Communicate investment strategies, performance updates, and risk assessments to internal and external stakeholders.
Note: Reasonable accommodation may be made to enable individuals with disabilities to perform essential functions.

KNOWLEDGE REQUIRED

Required and preferred knowledge and experience to succeed.

Education:
  • Bachelor's degree, preferably in finance, business administration, economics, or a related field. An advanced degree, such as a Master of Business Administration (MBA), is a plus.
  • In the absence of a degree, a minimum of 4+ years of combined work and educational experience facilitated the acquisition of necessary skills and knowledge.
Work Experience:
  • At least ten (10) years of experience in investment management.
  • At least five (5) years of experience in a leader role.
Technical Experience:
  • Proficient in relevant technologies and industry tools.
  • Well-versed in regulatory and compliance protocols.
  • Understanding of key business metrics.
  • Experience with regulatory frameworks governing investments and financial markets.
  • Comprehensive knowledge of financial modeling, risk management, and due diligence processes.
  • Current with emerging trends, market conditions, and new investment opportunities.
  • In-depth understanding of financial markets, economic trends, and investment strategies.
Soft Skills:
  • Exhibit outstanding leadership and management prowess.
  • Demonstrate exceptional verbal, interpersonal, and written communication proficiencies.
  • Capable of offering sound guidance and facilitating innovation.
  • Showcase robust analytical, problem-solving, and decision-making competencies.
  • Display adaptability and resilience in navigating through change and uncertainty.
  • Possess a forward-thinking outlook committed to driving innovation and fortifying the organization's competitive stance.
  • Proficient in Microsoft Office and Google Workspace.
Additional Qualifications:
  • N/A.


STATEMENT OF INCLUSION

Our Client is an equal-opportunity employer committed to recruiting, hiring, promoting, and transferring qualified individuals into all job classifications without regard to race, gender, religion, skin color, national origin or ancestry, physical disability (including pregnancy), mental disability, age, gender identity, sexual orientation, legally protected medical condition, family care status, marital status, veteran status, genetic characteristics, or any other characteristic protected by federal or state law. Our Client also complies with other expanded protected classifications that specific county or municipal regulations may mandate.

Beyond meeting legal requirements, Our Client places significant emphasis on cultivating a culture that values diversity, equity, inclusion, and belonging. We actively seek qualified candidates from diverse racial, cultural, and economic backgrounds, recognizing that varied perspectives and experiences strengthen our organization. We encourage all interested individuals to apply for positions. Our Client eagerly anticipates learning about your unique background and qualifications.

As a federal funding recipient, Our Client will not hire nor enter into contractual relationships with any party debarred, suspended, or excluded from federal assistance programs.

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