Investment Analyst

Thor Equities; New York (NY); On-site; USD 120,000 - 180,000; Full time

Job summary

Thor Equities in New York is seeking an Investment Analyst to manage and analyze stock portfolios, provide buy/sell/hold recommendations, and diversify investments to boost performance.

You will study economic trends, evaluate stock history, prepare reports for Family Office management, collect financial data, build forward-looking models, and perform due diligence on current and future opportunities, helping shape long-term financial planning.

Qualifications

• Degree in finance or economics required; advanced degree preferred.
• 3-5 years of portfolio or investment management experience.
• Strong mathematical and financial acumen for evaluating investments.
• Excellent written and verbal communication with strong presentation skills.
• Ability to work independently and in a team.

Responsibilities

• Manage and analyze stock portfolio; make buy/sell/hold recommendations and diversify to enhance performance.
• Study economic trends and historical stock performance; prepare reports for Family Office management.
• Interpret external financial statements, price moves, currency adjustments and yields to advise strategy.
• Create financial models with forward-looking market expectations to project earnings.
• Perform due diligence on current and future investments.
• Develop proposals for new investment opportunities.
• Escalate portfolio changes within Family Office.
• Develop long-term financial planning options as needed.

Skills

Portfolio management

Financial modeling

Economic analysis

Communication & presentation

Independence & teamwork

CFA/FINRA preferred

Education

Bachelor's degree in Finance, Economics or related concentration

Master's degree preferred

Job description

Responsibilities:

• Manage and analyze stock portfolio to make buy/sell/hold recommendations, diversify, and enhance investment performance
• Study economic trends, evaluate historical performance of stocks, and prepare written reports to keep Family Office management informed
• Collect and interpret external company financial statements, price developments, currency adjustments and yield fluctuations to advise on investment strategy
• Create financial models utilizing forward-looking capital market expectations to produce portfolio earnings projections
• Perform due diligence reviews of current and future investments
• Build and present proposals for new investment opportunities
• Escalate any portfolio changes within Family Office
• Develop long-term financial planning options, as needed

Qualifications:

• Bachelor’s degree in Finance, Economics or related concentration/Master’s degree preferred
• 3-5 years of portfolio or investment management experience
• Proven mathematical skills and financial acumen to evaluate investments
• Superior technical/analytical skills for modeling data and processing information
• Exceptional verbal and written communication skills along with strong presentation skills
• Strong attention to detail
• Well-developed organizational skills, flexible and ability to multi-task
• Self-starter and able to work independently, while also possessing the ability to collaborate in a team environment
• CFA, FINRA Series 7 and 66 preferred