
Lead Investment Researcher
1 day ago
We are seeking an experienced Senior Financial Analyst to join our organization.
The successful candidate will play a pivotal role in analyzing financial data, evaluating investment opportunities, and supporting strategic decision-making.
- Conduct comprehensive financial analysis of investment opportunities across asset classes.
- Build and maintain financial models for valuation, forecasting, sensitivity, and scenario planning.
- Prepare detailed 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.
- Perform variance analysis on actual vs. forecasted results and recommend actionable insights.
- Partner with accounting and operations teams to ensure accurate and timely financial reporting.
- Assist in due diligence for mergers, acquisitions, and other corporate finance transactions.
- Mentor junior analysts and provide guidance on financial modeling and analysis best practices.
- Contribute to process improvements, automation, and implementation of analytical tools.
- Bachelor's degree in Finance, Accounting, Economics, or related field.
- 5–7 years of experience in financial analysis, investment research, or corporate finance.
- Strong knowledge of valuation techniques.
- Advanced proficiency in Microsoft Excel and financial modeling tools.
- Familiarity with Bloomberg or similar financial databases is a plus.
- 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.
We offer a culture that values innovation, professional development, and performance.
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