Investment Strategy Analyst

2 weeks ago


Milwaukee, Wisconsin, United States Truity Partners Full time

Investment Strategy Analyst

Truity Partners is seeking a dedicated Investment Strategy Analyst to join their dynamic team. This role requires a candidate with a minimum of 2 years of experience in investment analysis. The position offers a hybrid work environment.

The Investment Strategy Analyst will undertake various responsibilities, including:

KEY RESPONSIBILITIES

  • Conduct thorough due diligence for potential acquisition opportunities, which includes financial evaluations, market analysis, internal reporting, and liaising with external consultants as needed.
  • Work closely with the Corporate Development team to develop detailed operational and valuation models that facilitate the assessment of potential acquisitions.
  • Assist in the formulation and implementation of the M&A strategy, which involves identifying target sectors, creating an acquisition pipeline, and participating in business development efforts.
  • Collaborate with Corporate Development to monitor and assess the financial outcomes of acquired entities against initial forecasts, providing ongoing support for integration processes as necessary.
  • Create and manage a dashboard to track and analyze the financial performance of key industry competitors.
  • Engage in various ad hoc projects as required.

The ideal Investment Strategy Analyst will possess the following qualifications:

REQUIRED QUALIFICATIONS

  • A minimum of 2 years of experience in investment analysis.
  • Exceptional analytical and problem-solving capabilities.
  • Strong written and verbal communication skills.

Truity Partners is an Equal Opportunity Employer.



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