
Chief Investment Strategist
24 hours ago
We are seeking a highly skilled and experienced Senior Financial Analyst to join our investment team. The successful candidate will play a key role in analyzing financial data, evaluating investment opportunities, and supporting strategic decision-making.
Key Responsibilities:
- Conduct thorough financial analysis of investment opportunities across various asset classes.
- Develop and maintain complex financial models for valuation, forecasting, sensitivity, and scenario planning.
- Prepare detailed investment reports 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.
- 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.
- Mentor junior analysts and provide guidance on financial modeling and analysis best practices.
Required Skills and Qualifications:
- 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 knowledge 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 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.
Why Join Us:
- Opportunity to work closely with a high-caliber investment team on diverse projects.
- Exposure to strategic decision-making and high-impact investment deals.
- A culture that values innovation, professional development, and performance.
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