One of our Client is in need of a FINANCIAL AND INVESTMENT ANALYST.  The Financial and Investment Analyst position is a research/support designation that provides technical support for the organization.

·         Analyze financial data – and create financial models for decision support

·         Reporting on financial performance and analysis for regular leadership reviews

·         Recommend actions by analyzing and interpreting data and making comparative analyses

·         Identifying and driving process improvements, including the creation of standard and ad- hoc reports

·         Market research, data mining, business intelligence, and valuation comps

·         Strong financial analysis foundation creating forecasts and models

·         Examine and assess economic and market trends, earnings prospects, financial statements and various other indicators and factors to determine suitable investment strategies

·         Look back at previous investment decisions and the thought process of making the investment decision

·         Liaise with fund managers and network with industry professionals

·         Monitor closely financial press and keep a track of market trends, opportunities, risks and new investment products

·         Compile advisory reports and make informed recommendations on new investment opportunities and funds that could enhance or diversify portfolios

·         Develop complex financial models and analyse legal documents

 BASIC QUALIFICATION:

·         0-3+ years of business finance or other relevant experience

·         Solid understanding of financial set-up, procedures, statistics and economics

·         Client first attitude, professional demeanor, personal integrity and an understanding of fiduciary responsibility

·         Ability to multi-task and manage time effectively

·         Willingness to take on additional operational responsibilities as needed

·         BS degree in Finance, Accounting or related field

PREFERRED QUALIFICATIONS:

·         3-5+ years of business finance or other relevant experience

·         Finance, Accounting, Economics or Statistics are preferred fields

·         Proven work experience in a quantitatively-heavy role

·         Excellent quantitative and qualitative analytical skills

·         Self-starter with excellent interpersonal communication and problem-solving skills

·         Advanced knowledge of Excel

SALARY AND BENEFITS:

·         Pay/benefits are competitive based on industry standards

·         Bonus eligible

·         Training is provided as part of employee development