Investments & Deal Sourcing Lead (Remote)

TEEMA Solutions Group; New York (NY); Remote; USD 70,000 - 90,000; Full time

Benefits offered by this job

Remote work flexibility

Competitive base salary

Job summary

A leading financial solutions provider is seeking a dedicated individual for a role focused on financial analysis and investment evaluation. This position offers the flexibility to work remotely within New York, NY. The ideal candidate will have proven experience in analyzing investment proposals, utilizing CRM tools, and developing investment strategies. A competitive salary will reflect your skills and contributions. Join our team and take part in a culture that values professional growth and success.

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.

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.

Skills

Financial analysis

Investment evaluation

CRM tools

Relationship building

Market research

Performance evaluation

Report preparation

Investment strategies

Collaboration

Job description

A leading financial solutions provider is seeking a dedicated individual for a role focused on financial analysis and investment evaluation. This position offers the flexibility to work remotely within New York, NY. The ideal candidate will have proven experience in analyzing investment proposals, utilizing CRM tools, and developing investment strategies. A competitive salary will reflect your skills and contributions. Join our team and take part in a culture that values professional growth and success.