Job Description

SUMMARY

The Investment Analyst is responsible for researching and analyzing financial data to provide

investment recommendations, helping the organization make informed financial decisions.

RESPONSIBILITIES

• Research & Analysis: Evaluating financial statements, industry trends, and macroeconomic factors (inflation, interest rates) to assess investment opportunities.
• Modeling & Valuation: Building complex financial models (DCF, comparable company analysis) to project future performance.
• Recommendation & Reporting: Preparing detailed reports, presentations, and investment recommendations for portfolio managers
• Monitoring: Tracking portfolio performance and company news to adjust investment strategies.

JOB REQUIREMENTS

• Education: A bachelor’s degree in finance, accounting, economics, or mathematics
• Technical Skills: High proficiency in Microsoft Excel is essential, along with experience in Bloomberg or FactSet.
• Analytical Skills: Strong ability to interpret complex data and evaluate risk.
• Communication: Ability to present findings and communicate with company executives.

Certifications: Willingness to work toward and complete the CFA (Chartered Financial Analyst) designation

PHYSICAL DEMANDS:

The physical demands described here are representative of those that an employee must meet to perform the essential functions of this job successfully. Reasonable accommodations may be made to enable individuals with disabilities to perform these functions.

While performing the duties of this job, the employee is regularly required to do manual tasks, which may include the use of hands to finger and handle controls. Tasks may also require the ability to talk or hear. The employee will frequently sit, bend, and reach with hands and arms and is occasionally required to stand and walk. The employee may occasionally lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision, color vision, and the ability to adjust focus. Other abilities include possessing the capacity to learn, concentrate, think, and read. Oftentimes, the employee will be communicating and interacting with others while working.

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

This job description in no way states or implies that these are the only duties to be performed by the employee(s) incumbent in this position. Employee(s) will be required to follow any other job-related instructions and perform any other job-related duties requested by anyone authorized to give instructions or assignments.

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