6 Senior Financial Analyst Investment Strategy jobs in whatjobs
Senior Financial Analyst - Investment Strategy
Posted 19 days ago
Job Viewed
Job Description
Our client, a prominent financial institution committed to excellence in wealth management and investment services, is actively recruiting a highly analytical and strategic Senior Financial Analyst. This fully remote position offers a significant opportunity to contribute to the development and execution of sophisticated investment strategies, providing critical financial insights and support to senior management and investment teams.
As a Senior Financial Analyst, you will be responsible for conducting in-depth financial modeling, forecasting, and analysis to support investment decisions across various asset classes. Your role will involve evaluating market trends, assessing economic conditions, and analyzing portfolio performance to identify potential opportunities and risks. You will prepare detailed financial reports, presentations, and recommendations for investment committees and stakeholders. Key responsibilities include developing sophisticated valuation models, performing scenario analysis, and contributing to the strategic asset allocation process. The ideal candidate will possess a strong understanding of financial markets, investment principles, and quantitative analysis techniques. Proficiency in financial modeling software, Excel, and potentially specialized investment platforms is essential. Excellent communication and presentation skills are crucial for conveying complex financial information clearly and concisely. A deep understanding of risk management and regulatory compliance within the financial services industry is highly desirable. This role is structured as a fully remote position, requiring a proactive, self-disciplined individual capable of thriving in an independent work environment while collaborating effectively with a distributed team. A commitment to accuracy, integrity, and continuous learning is paramount.
Key Responsibilities:
Qualifications:
As a Senior Financial Analyst, you will be responsible for conducting in-depth financial modeling, forecasting, and analysis to support investment decisions across various asset classes. Your role will involve evaluating market trends, assessing economic conditions, and analyzing portfolio performance to identify potential opportunities and risks. You will prepare detailed financial reports, presentations, and recommendations for investment committees and stakeholders. Key responsibilities include developing sophisticated valuation models, performing scenario analysis, and contributing to the strategic asset allocation process. The ideal candidate will possess a strong understanding of financial markets, investment principles, and quantitative analysis techniques. Proficiency in financial modeling software, Excel, and potentially specialized investment platforms is essential. Excellent communication and presentation skills are crucial for conveying complex financial information clearly and concisely. A deep understanding of risk management and regulatory compliance within the financial services industry is highly desirable. This role is structured as a fully remote position, requiring a proactive, self-disciplined individual capable of thriving in an independent work environment while collaborating effectively with a distributed team. A commitment to accuracy, integrity, and continuous learning is paramount.
Key Responsibilities:
- Conduct comprehensive financial modeling, forecasting, and valuation analysis for investment strategies.
- Analyze market data, economic trends, and portfolio performance to identify investment opportunities and risks.
- Develop and maintain financial models for various asset classes, including equities, fixed income, and alternatives.
- Prepare detailed financial reports, presentations, and recommendations for investment committees and senior management.
- Assist in the strategic asset allocation process and portfolio construction.
- Perform scenario analysis and sensitivity testing to assess potential outcomes.
- Monitor regulatory changes and ensure compliance with financial industry standards.
- Collaborate with portfolio managers and research analysts to refine investment strategies.
- Stay informed about macroeconomic developments and their impact on financial markets.
- Contribute to the development of new analytical tools and methodologies.
Qualifications:
- Bachelor's degree in Finance, Economics, Mathematics, or a related quantitative field. Master's degree or CFA charter preferred.
- 5+ years of experience in financial analysis, investment management, or a related role within the financial services industry.
- Proven expertise in financial modeling, valuation techniques, and quantitative analysis.
- Advanced proficiency in Microsoft Excel and financial modeling software (e.g., Bloomberg, FactSet, Refinitiv Eikon).
- Strong understanding of investment principles, asset classes, and capital markets.
- Excellent analytical, problem-solving, and critical thinking skills.
- Superior written and verbal communication skills, with the ability to present complex financial information effectively.
- Ability to work independently and manage multiple projects in a remote setting.
This advertiser has chosen not to accept applicants from your region.
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Senior Financial Analyst - Investment Strategy
Posted 19 days ago
Job Viewed
Job Description
Our client, a prominent financial institution, is seeking a highly analytical and experienced Senior Financial Analyst to join their remote finance team. This role is crucial for supporting investment strategies, conducting market research, and providing data-driven insights to guide financial decision-making. You will be responsible for financial modeling, forecasting, and performance analysis, working closely with senior management and portfolio managers. As a remote employee, you will leverage advanced analytical tools and collaborate effectively with a distributed workforce to drive strategic financial initiatives. This is a remote-first opportunity, allowing you to contribute significantly from your home office.
Key Responsibilities:
The ideal candidate will hold a Bachelor's degree in Finance, Economics, Accounting, or a related field. A Master's degree or professional certification (e.g., CFA, CPA) is highly desirable. A minimum of 5 years of progressive experience in financial analysis, investment banking, corporate finance, or a similar role is required. Proven experience in financial modeling, forecasting, and valuation is essential. Strong proficiency in Excel, financial modeling software, and data visualization tools is mandatory. Excellent analytical, problem-solving, and quantitative skills are crucial. Outstanding communication and presentation abilities are needed to convey complex financial information effectively to diverse audiences. You must be a proactive, detail-oriented individual with the ability to work independently and manage multiple priorities in a remote environment. Join our innovative team and contribute to shaping impactful financial strategies from anywhere, supporting our operations near Kericho, Kericho, KE .
Key Responsibilities:
- Develop and maintain complex financial models for forecasting, valuation, and strategic planning.
- Conduct in-depth financial analysis, including variance analysis, trend analysis, and profitability studies.
- Prepare detailed financial reports, presentations, and dashboards for senior management and stakeholders.
- Monitor economic and market trends, assessing their potential impact on investment strategies and portfolio performance.
- Assist in the evaluation of potential investment opportunities, including due diligence and risk assessment.
- Support budgeting and planning processes, ensuring alignment with organizational goals.
- Identify opportunities for cost savings and operational efficiencies.
- Ensure compliance with financial regulations and reporting standards.
- Collaborate with other departments to gather financial data and insights.
- Provide ad-hoc financial analysis and support for strategic projects.
The ideal candidate will hold a Bachelor's degree in Finance, Economics, Accounting, or a related field. A Master's degree or professional certification (e.g., CFA, CPA) is highly desirable. A minimum of 5 years of progressive experience in financial analysis, investment banking, corporate finance, or a similar role is required. Proven experience in financial modeling, forecasting, and valuation is essential. Strong proficiency in Excel, financial modeling software, and data visualization tools is mandatory. Excellent analytical, problem-solving, and quantitative skills are crucial. Outstanding communication and presentation abilities are needed to convey complex financial information effectively to diverse audiences. You must be a proactive, detail-oriented individual with the ability to work independently and manage multiple priorities in a remote environment. Join our innovative team and contribute to shaping impactful financial strategies from anywhere, supporting our operations near Kericho, Kericho, KE .
This advertiser has chosen not to accept applicants from your region.
1
Senior Financial Analyst - Investment Strategy
Posted 19 days ago
Job Viewed
Job Description
Our client, a reputable and innovative financial institution, is seeking a highly analytical and driven Senior Financial Analyst to join their dynamic, fully remote team. This pivotal role will focus on developing and evaluating investment strategies, conducting thorough market research, and providing critical financial insights to support key business decisions. You will play a vital role in portfolio management, risk assessment, and the identification of new investment opportunities. The ideal candidate will possess a strong understanding of financial markets, advanced analytical skills, and the ability to translate complex financial data into actionable recommendations.
Responsibilities:
Qualifications:
Responsibilities:
- Conduct in-depth financial analysis, modeling, and forecasting for potential investments and existing portfolios.
- Develop and present strategic recommendations for portfolio allocation and risk management.
- Perform due diligence on investment opportunities, including market analysis, competitive assessments, and financial health evaluations.
- Monitor market trends, economic indicators, and regulatory changes affecting investment performance.
- Prepare detailed financial reports, presentations, and memos for senior management and investment committees.
- Collaborate with internal teams, including portfolio managers, traders, and research analysts.
- Identify and assess financial risks and develop mitigation strategies.
- Contribute to the development of new financial products and services.
- Ensure compliance with all relevant financial regulations and internal policies.
- Utilize financial databases and analytical tools to support research and decision-making.
- Mentor junior analysts and contribute to team development.
- Evaluate the performance of existing investments and provide insights for optimization.
Qualifications:
- Bachelor's degree in Finance, Economics, Accounting, or a related quantitative field. CFA designation or progress towards it is highly desirable.
- Minimum of 5 years of experience in financial analysis, investment management, or a related field within the banking and finance sector.
- Proven experience in financial modeling, valuation techniques, and investment analysis.
- Strong understanding of capital markets, investment strategies, and risk management principles.
- Excellent analytical, quantitative, and problem-solving skills.
- Proficiency in financial software, databases (e.g., Bloomberg, Refinitiv), and advanced Excel/modeling skills.
- Strong 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 tight deadlines in a remote environment.
- High level of attention to detail and accuracy.
- Experience in corporate finance or treasury functions is a plus.
- This is a fully remote position, offering significant flexibility.
This advertiser has chosen not to accept applicants from your region.
2
Senior Financial Analyst - Investment Strategy
Posted 11 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 investment strategy team. This is a fully remote position, offering the flexibility to contribute significant financial expertise from anywhere. The successful candidate will play a key role in developing, analyzing, and recommending investment strategies, performing in-depth market research, and constructing financial models to support decision-making. You will be responsible for evaluating investment opportunities, assessing market trends, and providing strategic insights to portfolio managers and senior leadership. This role requires a strong understanding of financial markets, corporate finance, and quantitative analysis techniques. The ideal candidate will possess exceptional data analysis skills, proficiency in financial modeling software, and the ability to communicate complex financial information clearly and concisely. Key Responsibilities:
- Conduct in-depth financial analysis of potential investment opportunities, including equities, fixed income, and alternative assets.
- Develop and maintain complex financial models for valuation, forecasting, and scenario analysis.
- Research and interpret market trends, economic indicators, and industry developments.
- Prepare comprehensive investment reports, presentations, and recommendations for portfolio managers and executive leadership.
- Monitor the performance of investment portfolios and provide insights on strategic adjustments.
- Collaborate with internal teams and external stakeholders to gather information and support investment decisions.
- Assess and manage investment risks.
- Stay abreast of regulatory changes and their impact on investment strategies.
- Contribute to the development of new analytical tools and methodologies.
- Ensure the accuracy and integrity of all financial data and reporting.
- Bachelor's degree in Finance, Economics, Accounting, or a related quantitative field. A Master's degree or MBA is highly preferred.
- Minimum of 7 years of experience in financial analysis, investment research, or portfolio management.
- Proven expertise in financial modeling, valuation techniques, and quantitative analysis.
- Strong understanding of financial markets, investment instruments, and portfolio theory.
- Proficiency in financial analysis software (e.g., Bloomberg Terminal, FactSet) and advanced Excel skills.
- Excellent written and verbal communication skills, with the ability to present complex financial data effectively.
- Strong analytical, problem-solving, and critical thinking abilities.
- Ability to work independently, manage multiple projects, and meet tight deadlines in a remote environment.
- Professional certifications such as CFA or CPA are a significant advantage.
- Discretion and a high degree of professionalism are essential.
This advertiser has chosen not to accept applicants from your region.
3
Senior Financial Analyst - Investment Strategy
Posted 17 days ago
Job Viewed
Job Description
Our client, a leading financial institution, is seeking a highly analytical and experienced Senior Financial Analyst to join their remote Investment Strategy team. This role is critical in supporting strategic investment decisions through rigorous financial analysis, modeling, and reporting. The ideal candidate will possess a strong understanding of financial markets, investment vehicles, and risk management principles. You will work closely with portfolio managers and investment committees to evaluate investment opportunities, monitor portfolio performance, and provide actionable insights.
Key responsibilities include developing and maintaining complex financial models to forecast investment performance, assess risk, and evaluate various investment scenarios. You will conduct in-depth analysis of financial statements, market data, and economic trends to identify investment opportunities and potential risks. Preparing comprehensive investment reports, presentations, and memos for senior management and the investment committee will be a core function. This involves clearly articulating findings, assumptions, and recommendations. You will also be responsible for monitoring the performance of existing investments, analyzing variances against projections, and providing insights for portfolio adjustments.
The Senior Financial Analyst will collaborate with various internal teams, including asset management, risk management, and compliance, to ensure alignment and gather necessary data. Staying current with industry trends, regulatory changes, and best practices in financial analysis and investment management is essential. You will contribute to the development and refinement of investment strategies and performance metrics. The successful candidate will hold a Bachelor's degree in Finance, Economics, Accounting, or a related field. A Master's degree or professional certification such as CFA (Chartered Financial Analyst) is highly preferred. A minimum of 5-7 years of relevant experience in financial analysis, investment analysis, or portfolio management is required. Proven experience in financial modeling, valuation techniques, and data analysis using tools like Excel, Bloomberg, or similar platforms is essential. Strong quantitative, analytical, and problem-solving skills are mandatory. Excellent written and verbal communication skills are critical for effectively presenting complex financial information to diverse audiences. This fully remote position requires a detail-oriented, proactive individual who can manage multiple priorities and deliver high-quality analysis in a timely manner.
Key responsibilities include developing and maintaining complex financial models to forecast investment performance, assess risk, and evaluate various investment scenarios. You will conduct in-depth analysis of financial statements, market data, and economic trends to identify investment opportunities and potential risks. Preparing comprehensive investment reports, presentations, and memos for senior management and the investment committee will be a core function. This involves clearly articulating findings, assumptions, and recommendations. You will also be responsible for monitoring the performance of existing investments, analyzing variances against projections, and providing insights for portfolio adjustments.
The Senior Financial Analyst will collaborate with various internal teams, including asset management, risk management, and compliance, to ensure alignment and gather necessary data. Staying current with industry trends, regulatory changes, and best practices in financial analysis and investment management is essential. You will contribute to the development and refinement of investment strategies and performance metrics. The successful candidate will hold a Bachelor's degree in Finance, Economics, Accounting, or a related field. A Master's degree or professional certification such as CFA (Chartered Financial Analyst) is highly preferred. A minimum of 5-7 years of relevant experience in financial analysis, investment analysis, or portfolio management is required. Proven experience in financial modeling, valuation techniques, and data analysis using tools like Excel, Bloomberg, or similar platforms is essential. Strong quantitative, analytical, and problem-solving skills are mandatory. Excellent written and verbal communication skills are critical for effectively presenting complex financial information to diverse audiences. This fully remote position requires a detail-oriented, proactive individual who can manage multiple priorities and deliver high-quality analysis in a timely manner.
This advertiser has chosen not to accept applicants from your region.
4
Senior Financial Analyst - Investment Strategy
Posted 1 day ago
Job Viewed
Job Description
Our client is seeking a highly analytical and experienced Senior Financial Analyst to join their dynamic team. This fully remote position is crucial for providing in-depth financial insights, supporting strategic investment decisions, and driving business growth. You will be responsible for conducting complex financial modeling, forecasting, valuation analysis, and preparing comprehensive reports for senior management. A strong understanding of corporate finance, investment banking principles, and capital markets is essential. You will analyze financial performance, identify trends, risks, and opportunities, and recommend appropriate strategies to optimize financial outcomes. Responsibilities include developing detailed financial projections, evaluating potential investment opportunities, and contributing to the formulation of long-term financial strategies. The ability to interpret complex financial data, communicate findings clearly and concisely, and present recommendations to diverse audiences is critical. Proficiency in financial modeling software, Excel, and data analysis tools is a must. This is a remote-first role, offering the flexibility to work from anywhere while playing a pivotal role in the company's financial success. We are looking for a detail-oriented individual with exceptional analytical skills and a proven ability to manage multiple projects in a fast-paced environment. This is an exceptional opportunity to contribute to high-level financial planning and strategy. While working remotely, you will collaborate extensively with cross-functional teams through digital platforms. The successful candidate will be associated with the region of Embu, Embu, KE , performing all duties remotely.
This advertiser has chosen not to accept applicants from your region.
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