senior investment analyst

Ameriprise Financial

<div>The HNWI Portfolio Analyst will build and analyze investment portfolios for high-net-worth individuals (HNWI). This role demands strong financial acumen, deep product knowledge, and proficiency in portfolio tools and databases. The ideal candidate will have prior experience in the HNW space and demonstrate the ability to work independently while collaborating effectively with internal stakeholders.
Key Responsibilities<ul><li>
Provide support to the US-based Portfolio Strategist in servicing the HNWI portfolios and learn the US investment landscape.</li><li>
Review, verify, and input investment holding data into portfolio analytic tools to analyze current client/prospect portfolios.</li><li>
Build and analyze investment portfolios tailored to HNWI clients.</li><li>
Prepare detailed portfolio reports and client facing investment presentations.</li><li>
Complete quarterly tasks to maintain the investment team&rsquo;s operational readiness (e.g., update quarterly performance metrics, approved investment strategies lists, etc.)</li><li>
Leverage Morningstar Direct and Preqin databases for research and analysis.</li><li>
Collaborate with internal teams to ensure high levels of client satisfaction.</li><li>
Monitor market trends and identify investment opportunities.</li><li>
Maintain strong communication with internal teams and product partners.</li></ul>
Required Qualifications<ul><li>
Bachelor's Degree or equivalent experience.</li><li>
5-7 years of relevant experience, preferably in the financial services industry, including 3-5 years in the HNW wealth management space.</li><li>
Familiarity with Financial planning concepts and strong analytical and reporting skills.</li><li>
Strong investment products knowledge or willingness to acquire it (critical for discussions and recommendations).</li><li>
Experience with financial tools like Morningstar Direct, Preqin etc.</li><li>
Detailed oriented with strong analytical skills.</li><li>
Strong communications skills, both oral and written, to interact with team, business partners, advisors, and senior management.</li><li>
Ability to take direction and work independently with minimal supervision.</li><li>
Ability to establish and maintain strong relationships with internal teams and across the organization.</li></ul>
Preferred Qualifications<ul><li>
Bachelor&rsquo;s degree in mathematics, Finance, Statistics, Economics, or Accounting</li><li>
Preferred certifications (not mandatory): CFA and/or CFP and/or Series 7/63/66 and/or SIE, or progress towards.</li></ul> 
About Our Company 
Ameriprise India LLP has been providing client based financial solutions to help clients plan and achieve their financial objectives for 125 years. We are a U.S. based financial planning company headquartered in Minneapolis with a global presence. The firm&rsquo;s focus areas include Asset Management and Advice, Retirement Planning and Insurance Protection. Be part of an inclusive, collaborative culture that rewards you for your contributions and work with other talented individuals who share your passion for doing great work. You&rsquo;ll also have plenty of opportunities to make your mark at the office and a difference in your community. So if you're talented, driven and want to work for a strong ethical company that cares, take the next step and create a career at Ameriprise India LLP.
Ameriprise India LLP is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, genetic information, age, sexual orientation, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law.<div><div><div><div><div><div><div>
Full-Time/Part-Time</div></div></div></div></div></div></div>
Full time<div><div><div><div><div><div><div>
Timings</div></div></div></div></div></div></div>
(4:45p-1:15a)<div><div><div><div><div><div><div>
India Business Unit</div></div></div></div></div></div></div>
AWMPO AWMP&amp;S President's Office<div><div><div><div><div><div><div>
Job Family Group</div></div></div></div></div></div></div>
Business Support &amp; Operations</div>

Senior Portfolio Investment Analyst Lead

Healthwire Private Limited

Investment Analyst &ndash; HealthwireLocation: Lahore Job Type: Full-time Salary: Up to 100,000 PKR per monthAbout the RoleHealthwire is seeking a sharp, analytical, and detail-oriented Investment Analyst to support financial planning, business evaluations, investment feasibility assessments, and strategic decision-making.Key Responsibilities1. Deal Sourcing &amp; Market Research<ul><li>Identify and research potential investment opportunities across targeted sectors.</li><li>Conduct industry, market, and competitive landscape analysis.</li><li>Track relevant macroeconomic trends and sector-specific developments.</li></ul>2. Financial Analysis &amp; Modeling<ul><li>Build detailed financial models including valuation (DCF, comps, precedent transactions).</li><li>Analyze company financial statements and assess business fundamentals.</li><li>Perform sensitivity analysis and scenario planning.</li></ul>3. Due Diligence Support<ul><li>Assist in commercial, financial, and operational due diligence.</li><li>Coordinate with internal teams and external advisors (legal, accounting, technical).</li><li>Evaluate risks and mitigation strategies.</li></ul>4. Investment Memos &amp; Presentation Materials<ul><li>Prepare investment briefs, IC (Investment Committee) memos, and pitch decks.</li><li>Summarize key findings, risks, and recommendations.</li><li>Present insights to senior management and stakeholders.</li></ul>Required Qualifications<ul><li>Bachelor&rsquo;s degree in Finance, Economics, Accounting, Business, or related field.</li><li>Strong understanding of corporate finance, valuation, and business strategy.</li><li>Proficiency in Excel, PowerPoint, and financial modeling.</li><li>Exceptional analytical and problem-solving skills.</li><li>High attention to detail and ability to manage multiple tasks.</li><li>Strong communication and presentation abilities.</li></ul>Perks &amp; Benefits<ul><li>Competitive salary (up to 100,000 PKR)</li><li>Growth and learning opportunities</li><li>Exposure to diverse investment and business projects</li><li>Collaborative work environment</li></ul>How to ApplyPlease send your CV to muhammad.shahzaib@healthwire.pk or raoali.hamza@healthwire.pk with the subject: &ldquo;Investment Analyst &ndash; Application&rdquo;Job Type: Full-timeWork Location: In person

Investment Analyst

Sphere Recruitment

<div>
 
 
 We&rsquo;re hiring | Real Estate Investment Analyst &ndash; Hospitality (Private Equity)
 
 
 
 
 
 
 We are working with a highly regarded private equity real estate fund to appoint an Investment Analyst with 1&ndash;2 years&rsquo; experience, specialising in hospitality investments.
 
 
 This is an excellent opportunity for an early-career professional to gain hands-on exposure to institutional-grade hospitality transactions in the UAE, working closely with senior investment professionals across the full deal lifecycle.
 
 
 
 
 
 
 The Role
 
 
 
 You will support the investment team across:
 
 <ul>
 <li>
 Financial modelling and valuation of hospitality assets and platforms
 </li>
 <li>
 Investment underwriting, market research and feasibility analysis
 </li>
 <li>
 Preparation of investment memoranda and IC materials
 </li>
 <li>
 Due diligence coordination (commercial, financial, legal, technical)
 </li>
 <li>
 Ongoing asset management and performance analysis
 </li>
 <li>
 Interaction with operators, advisors and capital partners
 </li>
 </ul>
 
 
 
 
 
 The Ideal Profile
 
 
 <ul>
 <li>
 1&ndash;2 years&rsquo; experience in real estate private equity, investment banking
 </li>
 <li>
 Clear exposure to
 
 hospitality, leisure or operational real estate
 
 </li>
 <li>
 Strong financial modelling and Excel capability
 </li>
 <li>
 Highly analytical, detail-oriented and commercially minded
 </li>
 <li>
 Motivated, curious and eager to learn in a fast-paced PE environment
 </li>
 </ul>
 
 
 
 
 If you are interested in progressing your career in the region and would like to join one of the fastest growing funds please get in touch.
 
</div>

Confidential

<div>
 
 
 Job Summary:
 
 
 
 We are seeking a motivated and detail-oriented Investment Banking Analyst with three years of experience in the financial and investment services sector. The candidate should have expertise in corporate finance, valuation, and financial analysis, with a track record of supporting senior bankers in executing complex financial transactions.
 
 
 
 
 
 
 Key Responsibilities:
 
 
 <ul>
 <li>
 
 Financial Modeling and Valuation:
 
 Build and maintain financial models to evaluate company performance and assess the value of potential investment opportunities.
 </li>
 <li>
 
 Transaction Support:
 
 Assist in the execution of mergers, acquisitions, private placements, and initial public offerings (IPOs). Prepare pitch books and transaction materials for client presentations.
 </li>
 <li>
 
 Market Research:
 
 Conduct industry and market research to identify trends and potential investment opportunities. Analyze competitors and assess market positioning.
 </li>
 <li>
 
 Client Interaction:
 
 Liaise with clients and external stakeholders, offering insights and maintaining professional relationships to facilitate ongoing business development.
 </li>
 <li>
 
 Regulatory Compliance:
 
 Ensure compliance with local regulations and best practices set forth by the Capital Market Authority. Stay updated on regulatory changes impacting the investment banking landscape.
 </li>
 <li>
 
 Team Collaboration:
 
 Work closely with senior bankers and collaborate with other departments, including legal and compliance teams, to ensure smooth deal execution.
 </li>
 </ul>
 
 
 Qualifications:
 
 
 <ul>
 <li>
 Bachelor's degree in Finance, Economics, Business Administration, or related field.
 </li>
 <li>
 CME-5 is a must.
 </li>
 <li>
 3 years of experience in investment banking or a related financial sector role, preferably within Saudi Arabia.
 </li>
 <li>
 Strong analytical skills and proficiency in financial modeling and valuation techniques.
 </li>
 <li>
 Excellent communication and presentation skills, both written and verbal.
 </li>
 <li>
 Familiarity with Capital Market Authority regulations and compliance practices.
 </li>
 <li>
 Proficiency in Microsoft Excel, PowerPoint, and financial modeling software.
 </li>
 </ul>
 
 
 
 
 
 Preferred Skills:
 
 
 <ul>
 <li>
 CFA or relevant finance certifications are a plus.
 </li>
 <li>
 Bilingual in Arabic and English is highly desirable.
 </li>
 </ul>
 
 
</div>

Investment Banking Analyst

Helitrope Ventures

The Investment Analyst (Corporate Finance / Private Equity) will be responsible for supporting investment decisions through comprehensive financial, operational, and market analysis of private equity, M&amp;A, and corporate finance transactions. The role involves performing due diligence, financial modeling, investment research, and deal evaluation, as well as contributing to portfolio monitoring, strategic recommendations, and client reporting. The ideal candidate is analytically strong, detail-oriented, and commercially aware, with experience in private equity research, corporate finance, or investment strategy.KEY RESPONSIBILITIESInvestment &amp; Deal Analysis <ul><li>Conduct in-depth financial, operational, and market analysis of potential investments and target companies.</li><li>Perform due diligence on investment opportunities, including evaluation of risks, synergies, and value creation potential.</li><li>Prepare Investment Memorandums, pitchbooks, and investment reports, summarizing key deal information, company and industry overviews, and potential returns.</li><li>Develop and maintain financial models, including DCF, three-statement, precedent transaction, and project finance models.</li><li>Track and analyze portfolio performance, making recommendations for adjustments to optimize returns.</li><li>Assist in the preparation of strategic investment plans and capital deployment strategies.</li></ul>Market &amp; Industry Research <ul><li>Conduct primary and secondary research on industries, sectors, and companies to identify trends, risks, and opportunities.</li><li>Monitor macro-economic factors, market developments, and competitive landscapes to inform investment decisions.</li><li>Support exit strategy planning and evaluate potential ROI for private equity investments.</li></ul>Reporting &amp; Stakeholder Collaboration <ul><li>Prepare summaries, dashboards, and reports for internal and client-facing purposes.</li><li>Collaborate with cross-functional teams including legal, compliance, and finance to ensure accurate, actionable reporting.</li><li>Assist in investment deal tracking, portfolio management, and documentation for audits or regulatory purposes.</li></ul>Continuous Improvement &amp; Governance<ul><li>Maintain and update deal databases, reporting templates, and investment tracking systems.</li><li>Identify process inefficiencies and recommend improvements in investment workflows.</li><li>Ensure adherence to internal governance standards and regulatory requirements for corporate finance and private equity investments.</li></ul>QUALIFICATIONSEducation <ul><li>Bachelor&rsquo;s degree in Commerce (BCom), Finance, Economics, Business Administration, or related field</li><li>LLB (or BBA LLB/BCom LLB) or CFA is an advantage</li></ul>Experience <ul><li>3&ndash;5 years of professional experience in private equity research, corporate finance, investment analysis, or M&amp;A due diligence</li><li>Proven track record in deal evaluation, financial modeling, and portfolio monitoring</li><li>Experience managing investment pipelines, funds, or corporate transactions</li></ul>Technical Skills <ul><li>Advanced proficiency in financial modeling, valuation techniques, and investment analytics</li><li>Strong knowledge of private equity, corporate finance, M&amp;A, and investment strategies</li><li>Familiarity with MS Excel, PowerPoint, and financial research platforms</li><li>Ability to conduct risk analysis and scenario testing</li></ul>Communication Skills <ul><li>Excellent written and verbal communication in English</li><li>Able to present complex financial and investment concepts clearly to senior management and stakeholders</li></ul>Core Competencies <ul><li>Highly analytical and detail-oriented, capable of handling complex investment data</li><li>Strong problem-solving and critical thinking skills</li><li>Ability to manage multiple projects and deadlines in a fast-paced environment</li><li>High integrity and ethical standards in investment and corporate finance activities</li><li>Proactive, commercially aware, and results-driven</li></ul>Job Type: Full-timePay: QAR7,000.00 - QAR13,000.00 per monthEducation:<ul><li>Bachelor's (Preferred)</li></ul>Experience:<ul><li>Corporate Finance, Investment Analyst, and or Private Equity: 3 years (Preferred)</li><li>Deal Evaluation, Financial Modeling, &amp; Portfolio Monitoring: 3 years (Preferred)</li></ul>License/Certification:<ul><li>LLB (or BBA LLB/BCom LLB) or CFA (Preferred)</li></ul>Willingness to travel:<ul><li>100% (Preferred)</li></ul>

Investment Analyst (Corporate Finance)

Innovance Consultancy

<div>
 
 At Innovance, we are committed to driving innovation in banking and finance. Our Treasury and Investment products application development project is a vital part of our mission to provide top-tier services to our clients.
 
 
 
 
 
 We are currently looking for a dedicated and experienced &ldquo;Senior Business Analyst&rdquo; to join our dynamic team. If you thrive in a fast-paced environment and are eager to contribute to a legacy of excellence in banking, we invite you to explore this opportunity with us. The job is hybrid, we expect the candidates to live in Istanbul.
 
 
 
 
 
 
 Responsibilities:
 
 
 <ul>
 <li>
 Acting as an analyst in the bank's Treasury and Investment products application development unit
 </li>
 <li>
 Collaborating with relevant business lines in ongoing projects
 </li>
 <li>
 Creating analysis documents for identified requirements
 </li>
 <li>
 Conducting functional tests to ensure alignment with requirements
 </li>
 <li>
 Providing support for user tests
 </li>
 <li>
 Investigating and resolving issues in deployed applications
 </li>
 <li>
 Participating in requirement determination for software projects
 </li>
 <li>
 Assisting in project planning
 </li>
 </ul>
 
 
 
 
 
 Required Qualifications:
 
 
 <ul>
 <li>
 Bachelor&rsquo;s degree in Engineering departments
 </li>
 <li>
 5+ years of experience in Business Analysis within the Banking Trade, Treasury and Investment products.
 </li>
 <li>
 Experience in the analysis and testing phases of Treasury modules
 </li>
 <li>
 Hands-on experience with SQL
 </li>
 <li>
 Ability to adapt quickly to new working methods
 </li>
 <li>
 Capability to align with fast-changing priorities
 </li>
 <li>
 Regular reporting habits and a focus on documentation
 </li>
 <li>
 Highly motivated, able to work under stress
 </li>
 <li>
 Solution-focused mindset and strong teamwork skills
 </li>
 <li>
 Experienced in Agile Development methodologies (Scrum, Kanban etc.)
 </li>
 <li>
 For male candidates, military service must be completed
 </li>
 <li>
 Fluency in English
 </li>
 </ul>
 
 
 
 
 
 For details:
 
 
 <ul>
 <li>
 Visit:
 
 www.innovance.com.tr
 
 </li>
 <li>
 Follow us on LinkedIn:
 
 www.linkedin.com/company/innovance-consultancy
 
 </li>
 <li>
 Follow us on Instagram:
 
 www.instagram.com/innovanceconsultancy
 
 </li>
 <li>
 Follow us on Medium:
 
 www.medium.com/innovance-company-blog
 
 </li>
 <li>
 Follow us on X:
 
 https://x.com/Innovance2017
 
 </li>
 </ul>
</div>

Senior Business Analyst Banking Treasury and Investment Products

Eiffel Management

Job Title: Investment AnalystJob Summary We are looking for a detail-oriented and highly analytical Investment Analyst to join our dynamic finance team. The successful candidate will be responsible for evaluating financial data, building models, preparing insightful reports, and supporting strategic investment and business decisions. This role requires strong technical skills, sound knowledge of financial markets, and the ability to communicate complex findings clearly to stakeholders.Key Responsibilities<ul><li>Perform financial analysis and develop valuation and investment models to support business planning and investment decision-making.</li><li>Prepare, review, and present periodic financial reports, including budgets, forecasts, and variance analyses.</li><li>Monitor and analyze financial performance, identifying trends, risks, and opportunities, and provide actionable insights.</li><li>Work closely with cross-functional teams to collect relevant data and support financial and investment initiatives.</li><li>Assist in the preparation of financial statements and regulatory/compliance reporting.</li><li>Track market developments and investment performance across asset classes.</li><li>Support month-end and year-end closing processes, ensuring timely and accurate reporting.</li></ul>Requirements<ul><li>Master&rsquo;s degree in Finance, Accounting, Economics, or a related field.</li><li>Proven experience as an Investment Analyst or in a similar financial analysis role.</li><li>Strong proficiency in financial modeling and analytical tools (Excel and relevant financial software).</li><li>Advanced knowledge of financial markets and investment instruments, including equities, fixed income products, derivatives, and structured products.</li><li>Excellent analytical, problem-solving, and quantitative skills.</li><li>High attention to detail with strong accuracy standards.</li><li>Strong organizational abilities with effective time-management skills.</li></ul>Preferred Qualifications<ul><li>MBA in Finance.</li><li>Professional certifications such as CFA, CPA, or equivalent (highly preferred).</li><li>Experience in financial forecasting, budgeting, and long-term planning.</li><li>Solid understanding of accounting principles and financial reporting standards.</li><li>Strong verbal and written communication skills with the ability to present complex analysis clearly and concisely.</li><li>Experience using financial databases and analytical platforms.</li></ul>Benefits<ul><li>Competitive salary package starting from AED 50,000 (depending on experience and working knowledge negotiable).</li><li>Professional growth and career development opportunities within the company.</li></ul>Annual paid vacation with company-provided flight ticket.Job Type: Full-timePay: From AED50,000.00 per month

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