Investment Analyst

New York; New York (NY); On-site; USD 80,000 - 120,000; Full time

Job summary

A leading financial firm in New York is seeking a skilled financial analyst to manage and analyze stock portfolios. The role involves making investment recommendations, preparing reports, and conducting due diligence. Ideal candidates will have a degree in Finance or Economics, along with 3-5 years of relevant experience and strong analytical skills.

Qualifications

• 3-5 years of experience in portfolio or investment management.
• Proven mathematical skills and financial acumen to evaluate investments.
• Strong technical and analytical skills for data modeling.

Responsibilities

• Manage and analyze stock portfolios to make buy, sell, or hold recommendations.
• Prepare written reports to inform Family Office management.
• Perform due diligence reviews of current and potential investments.

Skills

Mathematical skills

Financial acumen

Technical skills

Analytical skills

Communication skills

Presentation skills

Attention to detail

Organizational skills

Multitasking

Self-starter

Education

Bachelor’s degree in Finance, Economics, or related field

Master’s degree preferred

Job description

Manage and analyze stock portfolios to make buy, sell, or hold recommendations, diversify investments, and enhance overall investment performance.

Study economic trends, evaluate historical stock performances, and prepare written reports to inform Family Office management.

Collect and interpret external company financial statements, price developments, currency adjustments, and yield fluctuations to advise on investment strategies.

Create financial models utilizing forward-looking capital market expectations to project portfolio earnings.

Perform due diligence reviews of current and potential investments.

Build and present proposals for new investment opportunities.

Escalate any portfolio changes within the Family Office.

Develop long-term financial planning options as needed.

Qualifications:

• Bachelor’s degree in Finance, Economics, or a related field; Master’s degree preferred.

3-5 years of experience in portfolio or investment management.

Proven mathematical skills and financial acumen to evaluate investments.

Strong technical and analytical skills for data modeling and processing information.

• Exceptional verbal and written communication skills, along with strong presentation abilities.
• Strong attention to detail.
• Well-organized, flexible, and capable of multitasking.
• Self-starter with the ability to work independently and collaborate within a team.