Senior Investment Analyst

SNI Financial; Fort Worth (TX); Hybrid; USD 90,000 - 100,000; Full time

Benefits offered by this job

Medical insurance

Vision insurance

401(k)

Job summary

A leading investment firm located in the Fort Worth area is seeking a Senior Investment Analyst to join their growing team. The role involves analyzing financial data for investment reporting, conducting portfolio performance analysis, and facilitating process improvement. Candidates should have at least 2 years of experience in financial analysis and strong collaborative skills. The position offers a hybrid work schedule, providing a balance between in-office and remote work.

Qualifications

• 2+ years of experience within financial analysis in the financial services industry.
• Experience with investment reporting and bank loans.
• Ability to strongly communicate and collaborate across all levels.

Responsibilities

• Analyze financial data for the investment reporting team.
• Conduct portfolio performance analysis.
• Ensure accuracy and process improvement.

Skills

Financial analysis

Investment reporting

Communication

Collaboration

Job description

This range is provided by SNI Financial. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$90,000.00/yr - $100,000.00/yr

Overview

SNI is partnering with one of the world's leading investment firms that is looking to hire a Senior Investment Analyst to join their growing operations. This opportunity would offer strong career stability with a tenured management team, a collaborative work culture, and a hybrid work schedule (3 days in office per week).

Responsibilities

This role will be responsible for analyzing financial data for the investment reporting team, portfolio performance analysis, and accuracy/process improvement.

Qualifications

• 2+ years of experience within financial analysis in the financial services industry
• Experience with investment reporting and bank loans
• Ability to strongly communicate and collaborate across all levels

Benefits

• Medical insurance
• Vision insurance
• 401(k)

Location

Dallas-Fort Worth Metroplex