Job Description
Job Description
- We're seeking an exceptional Investment/Financial Analyst to drive strategic financial analysis and investment decisions. The ideal candidate will combine analytical prowess with strong business acumen to deliver actionable insights and recommendations.
Responsibilities
Financial Analysis & Reporting:
- Lead complex financial modeling and valuation analysis
- Produce comprehensive monthly investment performance reports
- Analyze market trends and investment opportunities
- Develop financial forecasts and projections
- Monitor portfolio performance and risk metrics
Investment Strategy:
- Conduct thorough due diligence on investment opportunities
- Evaluate potential acquisitions and partnerships
- Assess market conditions and competitive landscape
- Recommend strategic investment decisions
- Track industry trends and market dynamics
Performance Monitoring:
- Track and evaluate the performance of current investments and portfolios, ensuring alignment with financial objectives.
- Provide timely updates on portfolio performance, risk exposure, and market conditions.
- Identify underperforming investments and recommend necessary corrective actions
Strategic Advisory:
- Support senior management in developing and implementing financial strategies to achieve business objectives.
- Collaborate with internal teams to align financial and investment strategies with organizational goals.
- Offer recommendations to optimize resource allocation and enhance profitability.
Compliance & Risk Management:
- Ensure adherence to regulatory requirements and internal policies in all investment activities.
- Conduct due diligence to mitigate financial and operational risks associated with investments.
- Prepare documentation and reports for audits, compliance reviews, and regulatory submissions.
Stakeholder Management:
- Present financial analyses to senior management
- Prepare executive-level presentations and reports
- Collaborate with cross-functional teams
- Maintain relationships with external partners
- Drive data-driven decision making
Qualifications
- Minimum of 7 years of experience in financial analysis, investment management, or a related role.
- Bachelor’s degree in Finance, Economics, Accounting, or a related field (Master’s degree or CFA certification preferred).
- Proficiency in financial modeling, advanced Excel, and analytical tools. Familiarity with investment software and platforms is an advantage.
Key Competencies:
- Strong analytical and quantitative skills with the ability to interpret complex data.
- Exceptional report-writing and presentation skills, with a track record of delivering high-quality updates.
- Excellent communication and interpersonal skills to collaborate effectively with stakeholders.
- Deep understanding of financial markets, investment strategies, and economic trends.
- Strategic thinking with the ability to balance risk and opportunity in decision-making.
- High attention to detail and a commitment to accuracy.