Job Summary
We are seeking a dynamic and detail-oriented Investment Analyst to join our team and drive strategic financial insights. In this role, you will analyze market trends, evaluate investment opportunities, and support the development of comprehensive financial models. Your expertise will help inform investment decisions, optimize portfolio performance, and contribute to the overall financial growth of our organization. This position offers an exciting opportunity to apply your analytical skills in a fast-paced environment, leveraging cutting-edge financial software and business intelligence tools to deliver actionable insights.
Responsibilities
- Conduct thorough financial analysis, including cash flow analysis, profit & loss assessments, and forecasting to support investment decisions.
- Develop and maintain complex financial models using Microsoft Excel, VBA, Pivot tables, and Power BI to evaluate potential investments.
- Collect and interpret data from various sources such as Bloomberg, Hyperion, ERP systems, and governmental accounting reports to inform strategic planning.
- Prepare detailed financial reports and presentations that clearly communicate findings using data visualization tools like Tableau and Power BI.
- Perform quantitative research and analysis on market trends, industry benchmarks, and competitive landscapes to identify growth opportunities.
- Support budgeting processes and cost accounting activities to ensure accurate financial planning aligned with organizational goals.
- Collaborate with cross-functional teams on business analysis projects, leveraging financial concepts such as corporate finance, strategic planning, and investment banking principles.
Requirements
- Proven experience with financial software including Bloomberg, Hyperion, SQL databases, and ERP systems.
- Strong proficiency in Microsoft Excel—particularly in creating pivot tables, using VBA macros, and developing complex financial models.
- Solid understanding of financial concepts such as profit & loss statements, cash flow analysis, budgeting, and cost accounting.
- Demonstrated ability in data collection, data visualization (Tableau or Power BI), and analytics for business intelligence purposes.
- Excellent quantitative research skills combined with a keen business acumen for strategic analysis and forecasting.
- Background in investment banking or corporate finance is highly desirable.
- Familiarity with governmental accounting standards is a plus.
- Strong math skills complemented by the ability to write clear financial reports that communicate complex insights effectively. Join us to leverage your passion for finance and analytics in a role that challenges you daily while offering opportunities for professional growth!
Pay: $76,663.51 - $92,325.95 per year
Benefits:
- 401(k) matching
- Dental insurance
- Flexible spending account
- Life insurance
- Retirement plan
Work Location: Remote
