
Investment Analysis Expert for Portfolio Management
5 days ago
**Job Summary:**
We are seeking an Investment Analysis Expert to support our portfolio management efforts.
This part-time remote role requires expertise in analyzing annual reports and SEC documents. The ideal candidate will have 8+ years of experience in US Finance Markets, with a strong analytical mindset and proficiency in financial analysis.
The successful candidate will possess excellent written and verbal communication skills, as well as the ability to work independently and remotely. A CFA certification is mandatory, along with a Bachelor's degree in Finance, Economics, Business, or a related field.
**Key Responsibilities:**
- Analyze live model responses related to finance
- Evaluate prompt details and answer questions related to the prompt and response
- Apply investment analysis skills to portfolio management
**Requirements:**
- CFA Certification
- Bachelor's degree in Finance, Economics, Business, or a related field
- 8+ years of Investment Analysis experience
- Expertise in reading and analyzing US SEC documents
- Proficiency in financial modeling
- Excellent written and verbal communication skills
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