Senior Investment Analyst

Job Summary

A company is looking for a Senior Analyst, Investments.

Key Responsibilities

• Lead investment research, analysis, and due diligence for prospective and existing investments
• Support portfolio management, including asset allocation, trade execution, and performance tracking
• Prepare reports for clients and internal stakeholders, maintaining relationships and responding to inquiries

Required Qualifications

• Bachelor's degree in Finance, Economics, Business, or a related field
• 6-8 years of relevant experience in investment management or portfolio analysis
• Strong analytical and financial modeling skills
• Proficiency with investment tools such as Excel, Bloomberg, and Addepar
• Experience with impact investing or ESG integration preferred