Senior Investment Analyst
4 weeks ago
Family office, centrally located in San Antonio, TX is looking for a Sr. Investment Analyst. The organization is built on 70+ years of experience, multi-generational leadership and a legacy that has thrived through growth, innovation, and values.
This job does research and contributes to the creation of presentations for leadership and the board relating to investments. This job supports department activities by creating, organizing, and maintaining documentation for new opportunities and existing investments. The Senior Investment Analyst will need to safeguard the confidentiality of the investments by exercising discretion in communicating information and in handling reports, records, files, and any other confidential information.
Responsibilities:
• Build models in Excel for tracking changes in investment portfolio.
• Research and identify ways to improve financial models and tracking of the investment portfolio.
• Research market drivers to better explain movements of securities in the investment portfolio.
• Create process documentation on updating financial models.
• Construct reporting for the investment portfolio.
• Update portfolios in the Bloomberg Portfolio Management function and export into Excel.
• Maintain historical portfolio performance metrics.
• Update financial models in Excel with the new security holdings upon receipt from Finance.
• Track potential transactions and status.
• Build presentations for leadership relating to market and financial opportunities.
• Makes recommendations and decisions (low/medium risk) relied upon by those that make decision(s) on possible courses of action.
Minimum Qualifications
• Bachelor’s degree in Economics, Business, Finance or related field, or any equivalent combination of education and experience.
• Master’s degree preferred.
• 2-5 years investment analyst experience, including experience in one of these areas of finance – investments, portfolio management, planning, corporate finance, wealth management, banking, or trading.
• Experience in investment underwriting focused on public markets.
• Skilled writer with the ability to write, document and present results of research and analysis.
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