Portfolio Management Specialist

2 months ago


Hot Springs National Park, Arkansas, United States Vaco Full time
Job Description

Job Title: Investment Analyst

Company: Vaco

Location: Dallas, TX

Job Type: Full-time

Industry: Financial Services

About Us: Vaco is a premier talent solutions firm that connects people to their dream jobs and helps leading companies find talent to grow their business.

Job Summary

We are seeking an experienced Investment Analyst to join our team in Dallas, TX. As an Investment Analyst, you will be responsible for conducting financial analysis and technical research at all stages of the deal flow, including financial models, metrics analysis, and competitive analysis.

Responsibilities
  • Conduct investment analysis and due diligence on potential investments, including financial modeling and metrics analysis.
  • Support portfolio management activities, including business and financial plan validation, tracking of key metrics, and reporting.
  • Develop and maintain financial models and analysis tools to support investment decisions.
  • Collaborate with cross-functional teams, including investment professionals, portfolio managers, and other stakeholders.
  • Stay up-to-date with industry trends and developments, and apply this knowledge to inform investment decisions.
Requirements
  • Bachelor's degree in Finance or a related field.
  • 2-5 years of experience in investment analysis, financial modeling, or a related field.
  • Strong analytical and problem-solving skills, with the ability to interpret complex financial data.
  • Excellent communication and interpersonal skills, with the ability to work effectively with cross-functional teams.
  • Proficiency in Excel and other financial modeling tools.
What We Offer
  • Competitive salary and bonus structure.
  • Opportunities for professional growth and development.
  • A dynamic and collaborative work environment.
  • A comprehensive benefits package, including health insurance, retirement plan, and paid time off.

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