Position Summary
The Senior Investment Analyst is responsible for managing and optimizing the firm’s portfolio of assets across multiple industries and asset classes. The position requires strong analytical skills, extensive financial modeling expertise, and a deep understanding of global markets. As part of the investment team, you will collaborate with portfolio managers to develop strategies that align with the fund’s objectives while providing insights on market trends and potential investment opportunities.
You will take on the following responsibilities:
- Investment Analysis: Conduct in-depth analysis of existing and potential investment opportunities, including equities, fixed income, and alternative investments.
- Portfolio Management: Work with portfolio managers to structure and rebalance portfolios, ensuring alignment with the firm’s investment strategy and risk tolerance.
- Financial Modeling: Build and maintain complex financial models to forecast future performance of investments and analyze risk/return scenarios.
- Research: Stay updated on macroeconomic trends, market developments, and industry news to provide insights for investment decisions.
- Reporting: Prepare detailed reports and presentations for senior management, including performance metrics and strategic recommendations.
- Collaboration: Work closely with the investment team and other departments to coordinate investment strategies and ensure that the firm's investment goals are met.
You should possess the following qualifications:
- Educational Background: Bachelor's degree in finance, economics, or a related field. MBA or CFA designation is preferred.
- Experience: Minimum of 5 years in investment management, with a strong track record of analyzing and managing investment portfolios.
- Analytical Skills: Proven expertise in financial modeling, valuation techniques, and market analysis.
- Communication Skills: Ability to present complex financial data and investment recommendations clearly to stakeholders.
- Teamwork: Strong collaborative skills with the ability to work effectively with different teams.
- Attention to Detail: High degree of accuracy and thoroughness in financial analysis and reporting.