Investment Analyst

The Investment Analyst will be responsible for conducting financial analysis, market research, and due diligence to support investment decisions. This role involves evaluating potential investment opportunities, monitoring existing portfolios, and preparing reports and presentations for senior management.

Key Responsibilities

• Conduct comprehensive financial modeling, valuation, and sensitivity analyses.
• Perform market and industry research to identify trends and investment opportunities.
• Analyze company financial statements and assess performance metrics.
• Support the preparation of investment proposals, reports, and presentations.
• Assist in due diligence for mergers, acquisitions, or other investment projects.
• Monitor and evaluate the performance of existing investments.
• Stay informed on macroeconomic trends, regulatory changes, and financial markets.
• Collaborate with senior analysts and portfolio managers to support strategic decision-making.

Qualifications

• Bachelor's degree in Finance, Economics, Accounting, or a related field (Master's degree or CFA certification is a plus).
• 1-3 years of experience in investment banking, private equity, asset management, or financial consulting.
• Proficiency in financial modeling and Microsoft Excel.
• Excellent written and verbal communication skills.

Seniority Level

Associate

Employment Type

Full-time

Job Function

Finance

Industries

Investment Management