Investment Planning Specialist

2 days ago


Georgetown, Kentucky, United States Insight Global Full time
Investment Planning Specialist

We are seeking a highly skilled Investment Planning Specialist to join our team in Georgetown, Kentucky. This full-time, direct hire position will work a hybrid schedule and be responsible for advising our organization on investment proposals.

This Specialist will work closely with our team of Analysts to analyze and create reports on financial data, including asset liability & equity, performance indexes, balance sheets, and working capital. The ideal candidate will have a strong analytical background in Accounting, Finance, or Economics and be interested in corporate investment strategy.

This role requires the ability to travel, but limited travel is expected. The salary for this position is $70,000 - $85,000 annually.

Responsibilities
  • Analyze and create reports on financial data
  • Advise the organization on investment proposals
  • Work closely with the team of Analysts
  • Travel for business purposes (limited)
Requirements
  • 3+ years of Accounting or Analyst experience
  • Income statement (P&L) analysis experience
  • Corporate Finance knowledge (net present value, Internal Rate of Return, etc.)
  • Bachelor's degree in Finance, Accounting, or related field
Benefits

This role offers a comprehensive benefits package, including medical, dental, and vision insurance, as well as HSA, FSA, and DCFSA account options, and 401k retirement account access with employer matching.

Employees in this role are also entitled to paid sick leave and/or other paid time off as provided by applicable law.



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