Investment Analyst & Strategy Lead (Remote)

Career Launch AI; New York (NY); Remote; USD 70,000 - 100,000; Full time

Job summary

Career Launch AI is seeking an investment analyst to analyze financial statements, evaluate proposals, and develop investment strategies. This remote role is based in New York, NY, with CRM tools and a merit-based culture focused on performance.

You will conduct market research, monitor investments, prepare detailed reports, and build relationships with investors and partners while collaborating with a results-driven team.

Qualifications

• Proven experience in financial analysis and investment evaluation.
• Commitment to continuous learning and professional development.
• Familiarity with CRM tools for managing investment pipelines.
• Excellent relationship-building skills with investors and partners.
• Strong market research skills to identify investment opportunities.
• Ability to monitor and evaluate investment performance metrics.
• Ability to prepare detailed investment reports and presentations.
• Experience in developing investment strategies and plans.
• Collaborative mindset to work effectively within a team.

Responsibilities

• Analyze financial statements and investment proposals for viability.
• Utilize CRM tools to track and manage investment pipelines.
• Conduct market research to identify potential investment opportunities.
• Monitor and evaluate the performance of existing investments.
• Assist in the development of investment strategies and plans.
• Develop and maintain relationships with potential investors and partners.
• Collaborate with team members to achieve investment targets.
• Evaluate risks associated with potential investments.
• Prepare detailed investment reports and presentations for stakeholders.
• Participate in training and professional development opportunities.
• Provide insights and recommendations based on investment performance.
• Stay updated on industry trends and market conditions.

Skills

Financial analysis

Investment evaluation

CRM tools

Relationship-building

Market research

Presentation skills

Team collaboration

Tools

CRM tools

Job description

Career Launch AI is seeking an investment analyst to analyze financial statements, evaluate proposals, and develop investment strategies. This remote role is based in New York, NY, with CRM tools and a merit-based culture focused on performance.

You will conduct market research, monitor investments, prepare detailed reports, and build relationships with investors and partners while collaborating with a results-driven team.