Investment Analyst - 032
We are seeking a detail-oriented and analytical Investment Analyst to join our team. In this role, you will play a pivotal part in guiding investment decisions by evaluating individual investment opportunities and constructing portfolios tailored to meet specific financial goals. Your expertise will help us stay ahead in the ever-evolving economic and business landscape.
Key Responsibilities:
- Recommend Investments: Identify and suggest individual investment opportunities and diversified portfolios based on client objectives and risk tolerance.
- Data Analysis: Evaluate current and historical financial data to identify trends, assess risk, and determine potential returns.
- Market Research: Study economic, business, and industry trends to forecast market conditions and guide investment strategies.
- Portfolio Management: Monitor the performance of investment portfolios and provide recommendations for optimization.
- Reporting: Prepare detailed reports and presentations that outline findings, market conditions, and investment options.
- Risk Assessment: Analyze and quantify risks associated with potential investments to support informed decision-making.
- Collaboration: Work closely with other financial professionals to align strategies with client goals.
Qualifications:
- Bachelor’s degree in Finance, Economics, Business, or a related field (Master’s degree or CFA certification is a plus).
- Proven experience in investment analysis or a related financial role.
- Strong analytical skills with the ability to interpret complex data and trends.
- Proficiency in financial modeling and the use of analytical tools/software.
- Excellent communication and presentation skills to articulate investment strategies.
- Up-to-date knowledge of economic trends, market developments, and regulatory requirements.
Average salary estimate
If an employer mentions a salary or salary range on their job, we display it as an "Employer Estimate". If a job has no salary data, Rise displays an estimate if available.
Seeking a bilingual Email Marketing Specialist proficient in Klaviyo to craft and manage engaging campaigns for a sustainability-focused organization.
Lead day-to-day accounting and financial operations for a fast-growing sustainable menstrual care company as their Senior Staff Accountant.
Lead credit risk governance and reporting initiatives at American Express to support the company’s comprehensive credit risk management strategy.
A Senior Financial Analyst role at Visa focused on FP&A revenue analysis and strategic financial planning in a hybrid work environment.
Sika seeks a seasoned VP of Controlling to lead financial reporting and controlling initiatives for the US area, ensuring sustainable value and operational efficiency.
Lead metadata and data governance initiatives within American Express Finance to ensure trusted, compliant data supports critical business decisions.
The Wonderful Company is seeking a Senior Analyst, Financial Reporting to manage compliance reporting and lease accounting with a hybrid work schedule in Los Angeles.
Experienced cloud financial operations analyst needed at Boeing to optimize cloud costs and advance FinOps practices.
Experienced Credit Research Analyst wanted to deliver detailed credit reports and valuation analysis for Debtwire’s subscribers in a flexible remote role.
Senior Tax Analyst opportunity at Mattel to manage federal and state tax compliance and global tax provisions in a collaborative and innovative setting.
Exciting Analyst role at Novartis Venture Fund supporting scientific due diligence and financial analysis for cutting-edge biotherapeutics investments.
Drive critical financial planning and analysis at Greenlight, a pioneering family fintech company, as a Strategic Finance Manager collaborating with cross-functional leaders.
Experienced Group Underwriter needed at Pacific Life to assess risks and support product and actuarial teams in a fully remote, impactful role.
Drive financial leadership and innovative FP&A strategies as Director of Finance for Enterprise Shared Services at American Express.
Ethos seeks an analytical Finance & Strategy Senior Associate/Manager to support financial planning and strategic decision-making at a fast-growing tech-driven life insurance company.
Subscribe to Rise newsletter
🔮
Hi, I'm Risa! Your AI Career Copilot
you, just ask me below!
