Background information about the job or company

As an Investment Analyst, your responsibilities will encompass conducting comprehensive financial research, assessing market trends, and analyzing investment opportunities. You will play a vital role in supporting our investment decision-making process, which involves evaluating various asset classes, managing portfolios, and optimizing investment strategies to achieve our financial objectives. Your keen analytical skills will be essential in generating valuable insights, conducting risk assessments, and providing recommendations that will directly impact our investment performance.

Responsibilities or duties

• Assessing business and asset valuations.
• Calculating risks and opportunities for potential and current clients.
• Monitoring market trends and investment portfolios.
• Analyzing previous investment decisions and generating key takeaways.
• Conducting meetings with clients and management throughout the year.

Qualifications or requirements

• Bachelor's degree in a quantitative field.
• At least 1 year of experience in investment and/or financial analysis. Candidates without experience should demonstrate personal initiatives that point to passion for investment analysis.
• Familiar with Office Suite especially PowerPoint, Word and Excel.

• Assessing business and asset valuations.
• Calculating risks and opportunities for potential and current clients.
• Monitoring market trends and investment portfolios.
• Analyzing previous investment decisions and generating key takeaways.
• Conducting meetings with clients and management throughout the year.

• Financial research
• Market trend assessment
• Investment analysis
• Business and asset valuation
• Risk assessment
• Portfolio management
• Investment strategy optimization
• Microsoft Office Suite (PowerPoint, Word, Excel)

• Bachelor's degree in a quantitative field.
• At least 1 year of experience in investment and/or financial analysis. Candidates without experience should demonstrate personal initiatives that point to passion for investment analysis.
• Familiar with Office Suite especially PowerPoint, Word and Excel.