We are seeking a highly analytical and detail-oriented Financial Analyst to join our Investment Group. In this role, you will be responsible for evaluating investment opportunities, conducting financial analysis, and providing insights that drive strategic decisions. You will collaborate with senior leadership and cross-functional teams to support the company’s financial planning and investment strategies.
Responsibilities
Investment Analysis: Conduct thorough research and analysis of potential investment opportunities, including financial modeling, valuation, and risk assessment.
Portfolio Management: Monitor and evaluate the performance of existing investments, providing recommendations for portfolio adjustments to maximize returns.
Financial Modeling: Develop and maintain complex financial models to project future performance and assess investment scenarios.
Market Research: Stay up-to-date on industry trends, market conditions, and economic indicators to identify emerging opportunities and potential risks.
Due Diligence: Assist in the due diligence process for potential investments, including reviewing financial statements, business plans, and conducting competitive analysis.
Reporting & Presentations: Prepare detailed financial reports and presentations for senior management and stakeholders, communicating key findings and recommendations.
Strategic Planning: Support strategic initiatives by providing financial analysis and insights that guide long-term investment decisions.
Risk Management: Identify and assess potential financial risks associated with investments and provide mitigation strategies.
Collaboration: Work closely with other departments, including accounting, operations, and corporate development, to support business growth and financial goals.
Requirements
Experience: 3-5 years of experience in financial analysis, investment banking, private equity, or a related field.
Educational Background: Bachelor’s degree in Finance, Economics, Business, or a related field. A Master’s degree, CFA, or relevant certification is preferred.
Analytical Skills: Strong analytical and quantitative skills with the ability to interpret complex financial data and present clear recommendations.
Financial Modeling: Proficiency in financial modeling, forecasting, and valuation techniques.
Market Knowledge: In-depth understanding of financial markets, investment strategies, and economic trends.
Attention to Detail: High attention to detail, ensuring accuracy in all financial analyses and reports.
Communication Skills: Excellent verbal and written communication skills, with the ability to present complex financial concepts to both financial and non-financial stakeholders.
Problem-Solving: Strong problem-solving skills with a proactive and results-oriented mindset.
Technology Proficiency: Advanced proficiency in Excel, financial software, and relevant investment analysis tools.
Ethical Standards: High level of integrity and commitment to confidentiality and ethical investment practices.
