Investment Finance Analyst — Data-Driven NAV & Portfolio

Career Group Companies; Miami (FL); Hybrid; USD 70,000 - 100,000; Full time

Job summary

A leading asset management firm is seeking a Finance/Credit Investment Analyst to support financial and data initiatives. This is a full-time role based in Miami with a preference for in-office work, but remote candidates may be considered based on experience. Responsibilities include supporting financial initiatives and accounting tasks, while qualifications emphasize strong financial modeling skills and comfort with data analysis. Ideal candidates will have a relevant background in finance, including exposure to portfolio management.

Qualifications

• Experience in financial modeling is essential.
• Must be comfortable working with large data sets for analysis.
• Accounting exposure, including month end, NAVs, and reconciliations is required.

Responsibilities

• Support financial and data driven initiatives across the platform.
• Assist with accounting related items and month end NAV processes.
• Perform broader financial analysis and assist with portfolio management.

Skills

Strong financial analysis capabilities

Comfort working with financial and data driven initiatives

Ability to support accounting related items

Experience in financial modeling

Comfortable working with large data sets

Experience supporting portfolio or investment teams

Job description

A leading asset management firm is seeking a Finance/Credit Investment Analyst to support financial and data initiatives. This is a full-time role based in Miami with a preference for in-office work, but remote candidates may be considered based on experience. Responsibilities include supporting financial initiatives and accounting tasks, while qualifications emphasize strong financial modeling skills and comfort with data analysis. Ideal candidates will have a relevant background in finance, including exposure to portfolio management.