Investment Analyst at Bellforte Consulting

Job Summary

• Investment Analysts are responsible for financial planning, analysis and projection for companies and corporations. They forecast future revenues and expenditures to establish cost structures and determine capital budgeting for projects.
• Investment Analysts leverage strong accounting and compliance backgrounds to explore historical financial data, predict future results and drive process and policy improvements.
• Also, Investment Analysts work with the head of sales, and other executive-level team members to set company-wide investment direction and policies.

Key Responsibilities

• Analyzing current and past financial data and performance
• Preparing reports and projections based on this analysis
• Assessing investment opportunities
• Establishing and evaluating profit plans
• Identifying trends in financial performance and providing recommendations for improvement
• Providing financial models and forecasting
• Forecasting and measuring business growth potentials
• Business Performance Measurement and Analytics
• Interpreting data and analysis on market, economic and political events – and providing insights therefrom
• Assess the financial strength of the firm's trading counterparties and monitor industry trends.
• Due diligence on companies covered in research and portfolio companies
• Investment Risk Management (in collaboration with Group Risk Management)
• Attend client’s meetings with the sales team
• Any other task that may be assigned.

Qualification and Experience

• Candidates should possess Bachelor's degree with 5-10 years work experience

Key Skills and Abilities:

• Expert-level analytical, financial modelling, and business planning skills
• Strategic thinking
• Strong quantitative skills
• Strong writing and communication skills
• Great presentation skills
• Ability to influence and persuade