
Chief Investment Strategist
8 hours ago
We seek a seasoned financial expert to join our investment team. The ideal candidate will analyze complex financial data, evaluate investment opportunities and support strategic decision-making processes.
Main Responsibilities:- Analyze financial data across various asset classes (equities, fixed income, private equity, real estate, alternative investments) to inform business decisions.
- Develop and maintain comprehensive financial models for valuation, forecasting, and scenario planning purposes.
- Prepare detailed investment memos and presentations for management and the investment committee.
- Monitor and report on portfolio performance, key metrics, and market trends to stakeholders.
- Support budgeting, forecasting, and capital allocation initiatives by providing financial insights.
- Perform variance analysis on actual vs. forecasted results and recommend actionable insights to drive business growth.
- 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.
- Bachelor's degree in Finance, Accounting, Economics, or a 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.
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