Investment Finance Analyst - Data-Driven & Growth Focus

GetJobSmart; Dallas (TX); On-site; USD 90,000 - 125,000; Full time

Benefits offered by this job

Health insurance

Retirement plan with employer match

Tuition reimbursement

Training programs and workshops

Job summary

Catalyst Global Corp. in Dallas, TX is seeking a Financial Analyst to support investment decisions and strategic planning.

The role involves preparing financial reports, analyzing market trends, and building forecasting models in a collaborative office environment. Ideal candidates hold a bachelor’s degree in Finance or Accounting, have 2–4 years of financial analysis experience, and are proficient with Excel, PowerPoint, and financial databases.

Qualifications

• Bachelor's degree in Finance, Accounting, or related field.
• 2–4 years of experience in financial analysis or similar role.
• Proficiency in Excel, PowerPoint, and financial databases.
• Strong analytical and problem-solving abilities.
• Excellent communication and interpersonal skills.

Responsibilities

• Analyze financial data to provide insights and recommendations for investment strategies.
• Prepare financial reports and presentations for senior management and clients.
• Monitor market trends and economic conditions to identify potential investment opportunities.
• Conduct risk assessments and develop mitigation strategies for investment portfolios.
• Collaborate with cross-functional teams to ensure accurate and timely financial information.

Skills

Analytical skills

Communication skills

Problem solving

Team collaboration

Education

Bachelor's degree in Finance, Accounting, or related field

Tools

Microsoft Excel

PowerPoint

Financial databases

Job description

Catalyst Global Corp. in Dallas, TX is seeking a Financial Analyst to support investment decisions and strategic planning.

The role involves preparing financial reports, analyzing market trends, and building forecasting models in a collaborative office environment. Ideal candidates hold a bachelor’s degree in Finance or Accounting, have 2–4 years of financial analysis experience, and are proficient with Excel, PowerPoint, and financial databases.