Investment Portfolio Analyst
1 week ago
Analyze investment portfolios to assess performance, risk, and adherence to investment strategies and objectives. Prepare detailed reports on portfolio performance, including returns, risk metrics, and attribution analysis.
Analyze portfolio changes and identify any irregularities that may negatively impact consolidation performance.
Conducting in-depth analysis of financial statements by individual entities and investments. Provide regular performance and portfolio analysis for review with management.
Assess post-investment performance for report to management include recommended action in case underperformance.
Maintain and update investment databases and tracking systems. Ensure data accuracy and integrity for effective analysis and reporting.
**Qualifications**:
Bachelor s degree in Finance, Accounting, Economics, Business Administration, or a related field. A Master s degree or relevant certification (e.g., CFA) is preferred.
At least 3 years of experience in investment evaluation both pre and post investment analysis.
Proficiency in financial modeling, valuation techniques, and investment analysis tools.
Excellent communication and presentation skills, with the ability to convey complex information clearly and effectively.
Proficient in Microsoft Office, especially advanced Excel skills. Knowledge of SAP systems, Power BI, or digital tools is a plus.
**Job skills required**: Accounting, Finance, CFA
**Job skills preferred**: Microsoft Office, Financial Modeling, Valuation Techniques
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