About the job
We are seeking a highly analytical and detail-oriented Investment Portfolio Analyst to join our team. In this role, you will be responsible for conducting comprehensive financial analysis, evaluating investment opportunities, and managing portfolio performance in alignment with strategic objectives and risk parameters.
Duties & Responsibilities:
- Conduct in-depth analysis of company financial statements and key performance metrics.
- Utilize financial ratios and analytical models to assess liquidity, efficiency, and profitability.
- Evaluate and value investment opportunities using methodologies such as Discounted Cash Flow (DCF) and Dividend Discount Models (DDM).
- Perform comprehensive due diligence to determine investment suitability and risk exposure.
- Monitor and manage investment portfolios to ensure compliance with investment strategies and risk thresholds.
- Provide data-driven recommendations for portfolio rebalancing and optimization.
- Analyze macroeconomic and microeconomic trends to support investment decisions.
- Conduct market research and develop forecasts to identify emerging opportunities and threats.
- Prepare and deliver detailed reports and presentations on portfolio performance and market developments.
- Communicate regularly with management and stakeholders on investment performance, outlook, and strategic initiatives.
- Offer investment advice tailored to client or organizational risk profiles.
- Assist in the development of new investment strategies and financial products based on market analysis.
Knowledge & Skills Required:
- Strong understanding of financial markets, instruments, and valuation techniques.
- Excellent analytical, quantitative, and problem-solving skills.
- Proficiency in Excel, financial modeling tools, and investment software.
- Effective communication and presentation skills.
- High attention to detail and strong organizational abilities.
Qualifications:
- Bachelor's degree in Finance, Economics, Accounting, or a related field; CFA designation or progress toward certification is preferred.
- Proven experience in investment analysis, financial modeling, or portfolio management.
Only candidates under consideration will be contacted.
