
Senior Financial Data Analyst
2 weeks ago
We are seeking a highly skilled Financial Analysis Expert to join our investment team.
This is a key role in analyzing financial data, evaluating investment opportunities, and supporting strategic decision-making.
- Analyze financial data to evaluate investment opportunities across asset classes (equities, fixed income, private equity, real estate, alternative investments).
- Build and maintain financial models for valuation, forecasting, sensitivity, and scenario planning.
- Presentation development for management and investment committee meetings.
- Monitor portfolio performance, key metrics, and market trends.
- Support budgeting, forecasting, and capital allocation initiatives.
- Perform variance analysis on actual vs. forecasted results and provide actionable insights.
Collaborate closely with portfolio managers, finance leadership, and other stakeholders to drive performance and ensure accurate reporting.
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
Awarding career opportunity to work closely with a high-caliber investment team on diverse projects, exposure to strategic decision-making and high-impact investment deals, and a culture that values innovation, professional development, and performance.
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