Financial Investment Analyst
2 weeks ago
Position Overview:
The Financial Investment Analyst plays a crucial role in the upkeep and analysis of investment data that informs portfolio and strategic business decisions.
Key Responsibilities:
Assist team members with daily cash oversight, trading support, investment analytics, and various project tasks. Address diverse internal and external investment reporting requirements.
Core Duties:
1. Aggregate and manage analytics from multiple sources (investment accounting, CMS Bond Edge, Bloomberg) into a comprehensive monthly and quarterly database that serves as the foundation for all portfolio management, board, and investment reporting.
2. Develop and sustain investment portfolio reports that are integral to the company's investment strategy.
3. Operate bond modeling systems effectively.
4. Collaborate with the Investment department to manage the organization's investment portfolios.
Qualifications:
- Bachelor's degree in finance, economics, or accounting with strong academic performance.
- Aspiration to pursue the CFA designation; progress towards or completion of the CFA is advantageous.
- Experience in creating and managing formula-driven spreadsheets.
- Excellent verbal and written communication skills.
- Prior experience in investments, particularly in fixed-income, is beneficial.
- Ability to manage multiple responsibilities and meet deadlines effectively. A strong desire to enhance professional skills is essential. Attention to detail and a proactive approach are highly valued.
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