Financial Investment Analyst
2 weeks ago
As a Financial Investment Analyst, you will play a pivotal role in supporting our esteemed partners and VPs in various investment and advisory functions.
Key Responsibilities:
- Assist three partners and two VPs in their investment and advisory duties.
- Develop financial models and assess investment opportunities, including income and total return scenarios.
- Create presentation materials for clients, including pitch decks and performance reports.
- Utilize multiple software platforms to gather and present relevant data effectively.
- Enhance your skills in organizing data and producing client-facing reports from our proprietary data aggregation tools.
- Visualize data in a clear and engaging manner to effectively communicate insights.
- Conduct customized analysis and reporting to inform client recommendations.
- Provide thorough investment research and analysis to guide client decisions.
- Participate in meetings with investment managers and assist in the research process.
- Document notes and summarize discussions from investment diligence meetings.
- Communicate market data clearly and accurately, both verbally and through various reporting formats.
- Engage directly with clients and their advisors, including accountants and attorneys.
- Handle administrative tasks related to client account management.
- Maintain and execute ongoing client tasks as needed.
- Perform additional duties as assigned.
Desired Attributes:
- Strong attention to detail and accuracy.
- Ability to thrive under pressure and manage multiple projects.
- Proactive in following up and working independently.
- Excellent organizational skills to ensure all tasks are completed timely.
- Solid understanding of financial markets and concepts.
- Exceptional communication skills, both written and verbal.
- Commitment to maintaining confidentiality.
Qualifications:
- Bachelor's Degree or equivalent experience in finance, economics, or a related field is preferred.
- Advanced proficiency in Excel, PowerPoint, and Word is essential.
- Familiarity with performance reporting calculations is advantageous.
What We Offer:
- A collaborative and enjoyable work environment.
- Profit-sharing bonus structure.
- 401(k) matching contributions.
- Generous medical benefits contribution.
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