Investment Analyst
2 weeks ago
Requirements:
- CA Finalist or CFA Level 2/3 Candidate or Qualified.
- Minimum 2 year of relevant experience in financial analysis, investment research, or a similar role.
- Strong understanding of financial statements, valuation methods, and investment instruments.
- Proficient in MS Excel and financial modeling.
- Excellent communication, documentation, and presentation skills.
- Highly organized with the ability to manage multiple tasks and deadlines.
Responsibilities:
- Conduct preliminary research and due diligence on new investment opportunities.
- Prepare structured investment proposals with financial analysis and risk assessments.
- Maintain records of all ongoing and past investments, ensuring proper documentation.
- Monitor investment performance and provide regular status updates to management.
- Follow up with stakeholders, partners, and internal teams to track project milestones and returns.
- Assist in developing reports, dashboards, and summaries for decision-making.
- Stay updated on market trends, financial news, and industry developments.
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