
Senior Portfolio Strategist
1 week ago
We are looking for a highly skilled Senior Financial Analyst to spearhead our financial planning and analysis efforts.
Key Responsibilities
- Analyze complex financial data to identify opportunities for growth and improvement.
- Develop and maintain sophisticated financial models to support strategic decision-making.
- Prepare in-depth investment reports and presentations for senior management and the investment committee.
- Monitor and report on portfolio performance, key metrics, and market trends.
- Support budgeting, forecasting, and capital allocation initiatives.
- Conduct thorough variance analysis on actual vs. forecasted results and provide actionable insights.
- Collaborate with cross-functional teams to ensure accurate and timely financial reporting.
- Assist in due diligence for mergers, acquisitions, and other corporate finance transactions.
- Coach junior analysts and share expertise on advanced financial modeling and analysis techniques.
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.
- Advanced knowledge of valuation methodologies.
- Expert proficiency in Microsoft Excel and financial modeling tools.
- Familiarity with Bloomberg or similar financial databases is a plus.
- Excellent analytical, problem-solving, and communication skills.
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