
Chief Investment Strategist
17 hours ago
We are seeking a Senior Financial Analyst to join our investment team. As a key member of the team, you will be responsible for analyzing financial data, developing comprehensive financial models, and preparing detailed investment memos and presentations.
Key Responsibilities:
- Analyze financial data to evaluate investment opportunities across asset classes.
- Develop and maintain financial models for valuation, forecasting, and scenario planning.
- Prepare investment memos and presentations for management and the investment committee.
- Monitor and report on portfolio performance, key metrics, and market trends.
- Support budgeting, forecasting, and capital allocation initiatives.
- Conduct variance analysis on actual vs. forecasted results and provide actionable insights.
- Collaborate with accounting and operations teams to ensure accurate and timely financial reporting.
- Assist in due diligence for mergers, acquisitions, and other corporate finance transactions.
- Share knowledge and mentor junior analysts on financial modeling and analysis best practices.
- Identify opportunities for process improvements, automation, and implementation of analytical tools.
Requirements:
- Bachelor's degree in Finance, Accounting, Economics, or related field (MBA, CFA, or CPA preferred).
- 5–7 years of experience in financial analysis, investment research, or corporate finance, preferably in an investment company, asset management, or private equity environment.
- Strong understanding of valuation techniques (DCF, comparable companies, precedent transactions).
- Advanced proficiency in Microsoft Excel, PowerPoint, and financial modeling tools.
- Familiarity with Bloomberg, Capital IQ, or similar financial databases is beneficial.
- Excellent analytical, problem-solving, and presentation skills.
- Ability to thrive in a fast-paced environment and manage multiple priorities with tight deadlines.
- Strong communication skills and ability to collaborate with cross-functional teams.
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