Finance Modeling Associate
Full-time
WHR Global Consulting
Investment Analyst Job Overview The successful candidate will support senior investment professionals in conducting market research, financial analysis, and portfolio management activities while contributing to investment decision-making processes. Qualifications
- Bachelor’s degree in Finance, Economics, Business, or a related field
- 2+ years of experience in investment management, equity research, or financial analysis
- Strong proficiency in financial modeling, Microsoft Excel, and Bloomberg Terminal
- Solid understanding of financial markets, investment principles, and valuation methodologies
- Excellent written and verbal communication skills
- Strong analytical and problem-solving abilities
- Ability to work independently and manage multiple priorities in a fast-paced environment
- Conduct comprehensive financial modeling and valuation analysis for potential investments across various asset classes
- Prepare detailed investment memos, pitch books, and presentations for internal committees and clients
- Perform due diligence on investment opportunities, including company research and competitive analysis
- Monitor existing investments and prepare regular performance reports
- Support trade execution and settlement processes
- Maintain accurate records of all investment transactions and portfolio positions
Vacancy posted a month ago
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