Financial and Investment Analyst at Romanspage Global

Job Description

• The Financial and Investment Analyst position is a research/support designation that provides technical support for the organization.

Responsibilities

• Analyze financial data – and create financial models for decision support
• Reporting on financial performance and analysis for regular leadership reviews
• Recommend actions by analyzing and interpreting data and making comparative analyses
• Identifying and driving process improvements, including the creation of standard and ad- hoc reports
• Market research, data mining, business intelligence, and valuation comps
• Strong financial analysis foundation creating forecasts and models
• Examine and assess economic and market trends, earnings prospects, financial statements and various other indicators and factors to determine suitable investment strategies
• Look back at previous investment decisions and the thought process of making the investment decision
• Liaise with fund managers and network with industry professionals
• Monitor closely financial press and keep a track of market trends, opportunities, risks and new investment products
• Compile advisory reports and make informed recommendations on new investment opportunities and funds that could enhance or diversify portfolios
• Develop complex financial models and analyse legal documents

Requirements

• 0-3+ years of business finance or other relevant experience
• Solid understanding of financial set-up, procedures, statistics and economics
• Client first attitude, professional demeanor, personal integrity and an understanding of fiduciary responsibility
• Ability to multi-task and manage time effectively
• Willingness to take on additional operational responsibilities as needed
• BS degree in Finance, Accounting or related field

Preferred Qualifications

• 3-5+ years of business finance or other relevant experience
• Finance, Accounting, Economics or Statistics are preferred fields
• Proven work experience in a quantitatively-heavy role
• Excellent quantitative and qualitative analytical skills
• Self-starter with excellent interpersonal communication and problem-solving skills
• Advanced knowledge of Excel

Salary and Benefits

• Pay/benefits are competitive based on industry standards
• Bonus eligible
• Training is provided as part of employee development.