Investment Analyst

Wenna Holdings Inc.; Minnesota; On-site; USD 70,000 - 100,000; Full time

Job summary

Wenna Holdings Inc. is seeking an Investment Analyst to support capital allocation by evaluating opportunities, building financial models, and monitoring portfolio performance. You will work closely with senior leadership to drive rigorous analysis and clear memos for decision-making.

Ideal candidates have strong modeling skills, knowledge of capital markets, and proficiency with data platforms and programming for analysis. This role offers growth within a dynamic investment team in Minnesota.

Qualifications

• Bachelor’s degree in Finance, Economics, Mathematics, or related field.
• 2–4 years of experience in investment banking, equity research, or asset management.
• Exceptional financial modeling and analytical skills.
• Strong understanding of capital markets and corporate finance.
• Excellent written and verbal communication abilities.

Responsibilities

• Perform deep-dive fundamental analysis on prospective and existing investments.
• Develop and maintain complex financial models and valuation frameworks.
• Monitor macroeconomic trends and sector-specific developments.
• Prepare detailed investment memos and present findings to the investment committee.
• Assist in the continuous optimization of portfolio risk-adjusted returns.

Skills

Financial modeling

Analytical skills

Capital markets knowledge

Communication

Education

Bachelor’s degree in Finance/Economics/Mathematics

Tools

Bloomberg

FactSet

Python

SQL

Job description

As an Investment Analyst at Wenna Holdings Inc., you will play a critical role in our capital allocation process. You will work closely with senior leadership to evaluate market opportunities, build financial models, and monitor portfolio performance.

Responsibilities

• Perform deep-dive fundamental analysis on prospective and existing investments.
• Develop and maintain complex financial models and valuation frameworks.
• Monitor macroeconomic trends and sector-specific developments.
• Prepare detailed investment memos and present findings to the investment committee.
• Assist in the continuous optimization of portfolio risk-adjusted returns.

Qualifications

• Bachelor’s degree in Finance, Economics, Mathematics, or related field.
• 2-4 years of experience in investment banking, equity research, or asset management.
• Exceptional financial modeling and analytical skills.
• Strong understanding of capital markets and corporate finance.
• Excellent written and verbal communication abilities.

Preferred Skills

• CFA designation or progress towards it.
• Experience with Bloomberg, FactSet, or similar financial data platforms.
• Proficiency in Python or SQL for data analysis.