Hybrid Senior Investment Analyst — Portfolio & Reporting

SNI Financial; Fort Worth (TX); Hybrid; USD 90,000 - 100,000; Full time

Benefits offered by this job

Medical insurance

Vision insurance

401(k)

Job summary

A leading investment firm located in the Fort Worth area is seeking a Senior Investment Analyst to join their growing team. The role involves analyzing financial data for investment reporting, conducting portfolio performance analysis, and facilitating process improvement. Candidates should have at least 2 years of experience in financial analysis and strong collaborative skills. The position offers a hybrid work schedule, providing a balance between in-office and remote work.

Qualifications

• 2+ years of experience within financial analysis in the financial services industry.
• Experience with investment reporting and bank loans.
• Ability to strongly communicate and collaborate across all levels.

Responsibilities

• Analyze financial data for the investment reporting team.
• Conduct portfolio performance analysis.
• Ensure accuracy and process improvement.

Skills

Financial analysis

Investment reporting

Communication

Collaboration

Job description

A leading investment firm located in the Fort Worth area is seeking a Senior Investment Analyst to join their growing team. The role involves analyzing financial data for investment reporting, conducting portfolio performance analysis, and facilitating process improvement. Candidates should have at least 2 years of experience in financial analysis and strong collaborative skills. The position offers a hybrid work schedule, providing a balance between in-office and remote work.