Investment / Financial Analyst at Smart Partners

Job Description

• We're seeking an exceptional Investment/Financial Analyst to drive strategic financial analysis and investment decisions. The ideal candidate will combine analytical prowess with strong business acumen to deliver actionable insights and recommendations.

Responsibilities
Financial Analysis & Reporting:

• Lead complex financial modeling and valuation analysis
• Produce comprehensive monthly investment performance reports
• Analyze market trends and investment opportunities
• Develop financial forecasts and projections
• Monitor portfolio performance and risk metrics

Investment Strategy:

• Conduct thorough due diligence on investment opportunities
• Evaluate potential acquisitions and partnerships
• Assess market conditions and competitive landscape
• Recommend strategic investment decisions
• Track industry trends and market dynamics

Performance Monitoring:

• Track and evaluate the performance of current investments and portfolios, ensuring alignment with financial objectives.
• Provide timely updates on portfolio performance, risk exposure, and market conditions.
• Identify underperforming investments and recommend necessary corrective actions

Strategic Advisory:

• Support senior management in developing and implementing financial strategies to achieve business objectives.
• Collaborate with internal teams to align financial and investment strategies with organizational goals.
• Offer recommendations to optimize resource allocation and enhance profitability.

Compliance & Risk Management:

• Ensure adherence to regulatory requirements and internal policies in all investment activities.
• Conduct due diligence to mitigate financial and operational risks associated with investments.
• Prepare documentation and reports for audits, compliance reviews, and regulatory submissions.

Stakeholder Management:

• Present financial analyses to senior management
• Prepare executive-level presentations and reports
• Collaborate with cross-functional teams
• Maintain relationships with external partners
• Drive data-driven decision making

Qualifications

• Minimum of 7 years of experience in financial analysis, investment management, or a related role.
• Bachelor’s degree in Finance, Economics, Accounting, or a related field (Master’s degree or CFA certification preferred).
• Proficiency in financial modeling, advanced Excel, and analytical tools. Familiarity with investment software and platforms is an advantage.

Key Competencies:

• Strong analytical and quantitative skills with the ability to interpret complex data.
• Exceptional report-writing and presentation skills, with a track record of delivering high-quality updates.
• Excellent communication and interpersonal skills to collaborate effectively with stakeholders.
• Deep understanding of financial markets, investment strategies, and economic trends.
• Strategic thinking with the ability to balance risk and opportunity in decision-making.
• High attention to detail and a commitment to accuracy.