4 Senior Financial Analyst Investment Portfolio Management jobs in whatjobs
Senior Financial Analyst - Investment Portfolio Management
Posted 14 days ago
Job Viewed
Job Description
Our client is seeking a highly analytical and experienced Senior Financial Analyst to join their sophisticated, remote-first investment management team. This critical role involves deep dive analysis into financial markets, investment instruments, and portfolio performance to support strategic asset allocation and risk management decisions. You will be responsible for developing complex financial models, conducting in-depth research, and generating insightful reports that guide investment strategies. The ideal candidate will possess a strong quantitative background, a thorough understanding of financial principles, and a proven ability to interpret market data and translate it into actionable investment recommendations. This fully remote position requires exceptional analytical rigor, meticulous attention to detail, and the ability to work autonomously while collaborating effectively with a global team.
Key Responsibilities:
Key Responsibilities:
- Conduct in-depth financial analysis of various asset classes, including equities, fixed income, alternatives, and derivatives.
- Develop and maintain sophisticated financial models for valuation, forecasting, and scenario analysis.
- Monitor and analyze portfolio performance, identifying key drivers of return and risk.
- Perform comprehensive research on market trends, economic conditions, and industry developments impacting investment portfolios.
- Prepare detailed investment reports, presentations, and memos for portfolio managers and senior leadership.
- Assist in the development and implementation of investment strategies and asset allocation plans.
- Evaluate the financial health and investment potential of companies and securities.
- Assess and manage investment risks, ensuring compliance with internal policies and external regulations.
- Collaborate with portfolio managers to execute trades and manage cash flows.
- Stay abreast of regulatory changes and their potential impact on investment strategies.
- Contribute to the continuous improvement of analytical methodologies and reporting tools.
- Bachelor's degree in Finance, Economics, Mathematics, or a related quantitative field. Master's degree or CFA charter is highly desirable.
- Minimum of 7 years of progressive experience in financial analysis, investment research, or portfolio management.
- Proven expertise in financial modeling, valuation techniques, and quantitative analysis.
- Advanced proficiency in Microsoft Excel, financial databases (e.g., Bloomberg, Refinitiv), and statistical software.
- Strong understanding of capital markets, investment products, and portfolio theory.
- Excellent analytical, problem-solving, and critical thinking skills.
- Exceptional written and verbal communication skills, with the ability to present complex financial information clearly and concisely.
- Ability to work independently, manage multiple priorities, and meet strict deadlines in a remote environment.
- High level of integrity, discretion, and attention to detail.
This advertiser has chosen not to accept applicants from your region.
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Senior Financial Analyst - Investment Portfolio Management
Posted 11 days ago
Job Viewed
Job Description
Our client, a dynamic investment firm renowned for its innovative strategies, is seeking a highly analytical and results-oriented Senior Financial Analyst to join their fully remote finance team. This role is integral to the performance analysis, forecasting, and strategic planning of investment portfolios. You will be responsible for conducting in-depth financial modeling, evaluating investment opportunities, preparing detailed reports for senior management and clients, and contributing to asset allocation decisions. Key responsibilities include analyzing financial statements, market trends, and economic data; developing and maintaining complex financial models for valuation and risk assessment; preparing presentations on portfolio performance and outlook; and collaborating with portfolio managers to identify potential risks and opportunities. The ideal candidate will possess a Bachelor's degree in Finance, Economics, Accounting, or a related quantitative field, with a minimum of five years of experience in financial analysis, investment management, or a similar role. Strong proficiency in financial modeling, valuation techniques, and data analysis tools (e.g., Excel, VBA, SQL) is essential. Familiarity with financial databases (e.g., Bloomberg, Refinitiv Eikon) is highly preferred. As this is a 100% remote position, you must demonstrate exceptional analytical, quantitative, and problem-solving skills, along with outstanding written and verbal communication abilities. The ability to work independently, manage multiple priorities, and effectively collaborate with a distributed team is crucial. A CFA designation or progress towards it is a significant advantage. This is an excellent opportunity to apply your financial acumen and contribute to sophisticated investment strategies within a flexible, remote work environment.
This advertiser has chosen not to accept applicants from your region.
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Senior Financial Analyst - Investment Portfolio Management
Posted 17 days ago
Job Viewed
Job Description
Our client, a prestigious financial institution, is seeking a highly analytical and experienced Senior Financial Analyst to join their dynamic team. This role focuses on investment portfolio management, requiring a deep understanding of financial markets, investment strategies, and risk assessment. You will be responsible for conducting in-depth financial analysis, developing financial models, evaluating investment opportunities, and providing strategic recommendations to optimize portfolio performance. The position demands exceptional quantitative skills, proficiency in financial software, and the ability to communicate complex financial information clearly to stakeholders. While this role offers a hybrid work arrangement, allowing for a blend of remote and in-office collaboration, strong self-management and communication skills are paramount for success.
Key Responsibilities:
Key Responsibilities:
- Conduct comprehensive financial analysis of investment opportunities, including equity, fixed income, and alternative assets.
- Develop and maintain sophisticated financial models to forecast financial performance and assess investment risks.
- Evaluate market trends, economic indicators, and industry developments impacting investment portfolios.
- Prepare detailed investment research reports and present findings and recommendations to senior management and investment committees.
- Monitor the performance of existing investments and identify areas for improvement or divestment.
- Analyze portfolio risk exposure and implement hedging strategies as necessary.
- Collaborate with portfolio managers to develop and execute investment strategies.
- Ensure compliance with all relevant financial regulations and internal policies.
- Assist in the preparation of financial statements and regulatory filings.
- Stay abreast of new financial products, investment vehicles, and market best practices.
- Build and maintain strong relationships with external research providers and industry contacts.
- Support ad-hoc financial analysis and projects as required by the business.
- Contribute to the development and refinement of investment management processes.
- Utilize financial databases and analytical tools effectively.
- Provide guidance and mentorship to junior analysts within the team.
- Bachelor's degree in Finance, Economics, Accounting, or a related quantitative field. Master's degree or CFA charter strongly preferred.
- Minimum of 5 years of progressive experience in financial analysis, investment management, or a related role.
- Proven expertise in financial modeling, valuation techniques, and portfolio analysis.
- Strong understanding of financial markets, investment instruments, and risk management principles.
- Proficiency in financial analysis software (e.g., Bloomberg Terminal, FactSet, Refinitiv Eikon).
- Advanced skills in Microsoft Excel, including VBA programming, is highly desirable.
- Excellent analytical, quantitative, and problem-solving skills.
- Strong written and verbal communication skills, with the ability to present complex financial data clearly and concisely.
- Ability to work effectively in a hybrid environment, managing time efficiently between remote and office work.
- High attention to detail and accuracy.
- Demonstrated ability to work independently and collaboratively in a team setting.
- Experience with regulatory compliance in the financial sector is an asset.
This advertiser has chosen not to accept applicants from your region.
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Senior Financial Analyst - Investment Portfolio Management
Posted 8 days ago
Job Viewed
Job Description
Our client is a leading financial institution seeking a highly analytical and experienced Senior Financial Analyst to join their remote investment portfolio management team. This is a pivotal role where you will be responsible for analyzing financial data, evaluating investment opportunities, and contributing to the strategic direction of investment portfolios. You will work from home, leveraging your expertise to provide critical financial insights and recommendations.
Your primary duties will involve conducting in-depth financial analysis of securities, markets, and economic trends. You will develop financial models, perform valuation analyses, and prepare detailed reports and presentations for senior management and investment committees. This role requires a strong understanding of financial markets, investment instruments, and risk management principles. As a remote employee, you will collaborate effectively with portfolio managers, traders, and other financial professionals across different locations. The ideal candidate will possess exceptional quantitative and analytical skills, a proven ability to interpret complex financial information, and a meticulous attention to detail. We are seeking a self-motivated and results-driven individual who thrives in an independent remote work environment and demonstrates excellent communication and presentation abilities. CFA designation or progress towards it is highly desirable. You will play a key role in driving profitable investment strategies.
Responsibilities:
Your primary duties will involve conducting in-depth financial analysis of securities, markets, and economic trends. You will develop financial models, perform valuation analyses, and prepare detailed reports and presentations for senior management and investment committees. This role requires a strong understanding of financial markets, investment instruments, and risk management principles. As a remote employee, you will collaborate effectively with portfolio managers, traders, and other financial professionals across different locations. The ideal candidate will possess exceptional quantitative and analytical skills, a proven ability to interpret complex financial information, and a meticulous attention to detail. We are seeking a self-motivated and results-driven individual who thrives in an independent remote work environment and demonstrates excellent communication and presentation abilities. CFA designation or progress towards it is highly desirable. You will play a key role in driving profitable investment strategies.
Responsibilities:
- Conduct thorough financial analysis of equities, bonds, and other investment instruments.
- Develop and maintain sophisticated financial models for valuation and forecasting.
- Evaluate investment opportunities and make recommendations to portfolio managers.
- Monitor market trends, economic indicators, and industry developments.
- Prepare comprehensive investment reports, research summaries, and presentations.
- Analyze portfolio performance and risk metrics.
- Collaborate with investment teams in a remote setting to support strategic decision-making.
- Ensure compliance with regulatory requirements and internal policies.
- Stay updated on financial regulations and market best practices.
- Assist in the development of new investment strategies and products.
- Bachelor's degree in Finance, Economics, Accounting, or a related quantitative field.
- Minimum of 5 years of experience in financial analysis, investment research, or portfolio management.
- Proven ability to perform detailed financial modeling and valuation analysis.
- Strong understanding of capital markets, investment strategies, and financial instruments.
- Proficiency in financial analysis software and tools (e.g., Bloomberg Terminal, FactSet).
- Excellent quantitative, analytical, and problem-solving skills.
- Advanced proficiency in Microsoft Excel and financial databases.
- Exceptional written and verbal communication skills.
- Ability to work independently and manage multiple priorities in a remote environment.
- CFA charterholder or candidate is strongly preferred.
This advertiser has chosen not to accept applicants from your region.
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