Investment Portfolio Manager

1 month ago


San Juan, United States Creative Financial Staffing Full time
Investment Analyst Role

We are seeking a skilled Investment Analyst to join our team at Creative Financial Staffing. As an Investment Analyst, you will play a critical role in evaluating investment opportunities, conducting market research, and developing financial models to support investment decisions.

Key Responsibilities:
  • Financial Analysis: Conduct comprehensive financial analysis, including financial statement analysis, industry analysis, and valuation analysis, to evaluate investment opportunities.
  • Market Research: Conduct market research to identify and track investment trends, including economic data, industry-specific data, and company-specific data.
  • Financial Modeling: Develop and maintain financial models to support investment decisions, using tools such as Excel, Bloomberg, and other financial software.
  • Collaboration: Collaborate with portfolio managers and other investment professionals to develop investment strategies that align with the client's investment goals and risk profile.
  • Communication: Communicate investment recommendations to clients, both verbally and in writing, including investment reports, presentations, and other materials.

As an Investment Analyst at Creative Financial Staffing, you will have the opportunity to work with a talented team of professionals and contribute to the success of our clients. If you are a motivated and detail-oriented individual with a passion for finance, we encourage you to apply for this exciting opportunity.



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