Sr. Investment Modeling Financial Analyst

Description

Forest Lawn has served Southern California families with care and integrity since 1906. For more than a century, we have helped people honor and remember their loved ones through compassion, trust, and meaningful service. As an industry leader, we do not wait for change. We lead it.

Forest Lawn is seeking a Sr. Investment Modeling Financial Analyst who is a true leader and driver of change. We are looking for someone who takes initiative, understands that technology and AI are constantly evolving, and can oversee projects from start to finish. This is a ground-floor opportunity to bring fresh ideas, innovate boldly, and make a tangible impact on capital allocation, portfolio performance, and long-term growth.


In this role, you will analyze a wide range of investments, build financial models, evaluate financial performance, and deliver actionable insights to guide capital allocation and portfolio strategy. You will prepare reports and presentations for leadership, monitor market trends, lead special projects, and collaborate across teams to improve processes. This is an opportunity to mentor junior analysts, shape best practices, and help define the future of investment analysis at Forest Lawn.


Key Responsibilities:

• Conduct quantitative and qualitative investment analysis on current and prospective opportunities including equities, fixed income, private equity, real assets, and alternative investments.

• Build and maintain detailed financial models, scenario analyses, and valuation assessments, such as discounted cash flow (DCF), leverage buy-out (LBO), and comparables.

• Evaluate the financial performance of investments and generate actionable insights for portfolio optimization.

• Research and prepare economic reports to analyze the rate of return, depreciation, working capital requirements, investment opportunities, investment performance, and impact of governmental requirements.

• Monitor market trends, economic indicators, and industry developments to inform best investment strategy.

• Evaluate the funding of future business projects.

• Collaborate with senior leadership to support strategic decision-making, capital allocation, and risk management.

• Prepare investment memos, presentations, and reports for internal stakeholders and investment committees. Make recommendations to management regarding proper investment opportunities.

• Interface with various departments to gain an understanding of activity presented on statements whether monthly, quarterly, etc.

• Support the process of gathering/collecting documents necessary for tax return preparation. Plan and lead special projects to completion.

• Research and prepare operational/workflow analysis including appropriate flowcharting and other data visualizations to facilitate effective communication.

• Prepare clear and concise written reports, analyses, and presentations using Microsoft Word, Excel, PowerPoint, and other visualization applications to present information and data in a meaningful way.

• Conduct special studies to analyze complex financial actions and prepare recommendations for policy, procedure, control, or action initiatives.

• Analyze financial information to determine present and future financial performance. Identify trends and recommend improvements to inform business strategy.

• Direct preparation of studies, reports, and analyses in areas such as budgets, financial plans, governmental requirements, statistical reports, cash flow projections, and business forecasts.

• Establish databases of pertinent information for use in analyzing future plans and forecasts.

• Manage multiple projects with a high degree of organization, timely execution, and in alignment with strategic objectives.

• Provide mentorship and guidance to junior analysts, contribute to process improvements, and best practices.

• Participate and facilitate in a collaborative environment where information and skillsets are shared.

Requirements

• Bachelor's degree in Finance, Economics, Accounting, or related field required. Master's degree such as MBA preferred.
• Charter Financial Analyst (CFA) or progress toward CFA designation strongly preferred.
• Minimum 5-7 years of experience in investment analysis, corporate finance, or asset management required.
• Strong proficiency in Excel, financial and investment modeling, and data analysis tools, such as Tableau, Power BI, Bloomberg, and Capital IQ.
• Excellent written and verbal communication skills with the ability to present complex financial concepts clearly using presentation tools, such as Power Point.
• High attention to detail, analytical rigor, and ability to manage multiple projects in a fast-paced environment.
• Experience in portfolio management, investment policy development, or institutional investing.
• Familiarity with Environment Social Governance (ESG) investment frameworks; sustainability metrics is a plus.
• Knowledge of SQL or Python for financial data analysis is advantageous.
• Ability to work on-site.
• Ability to work independently with minimal supervision as well as in a team environment.

Competitive Benefits


Forest Lawn takes pride in offering an excellent benefits package to our employees, which taken as a whole, leads our industry and is competitive with the benefits in just about any other industry.

Click here to learn more about our benefit offerings.


Drug T esting Policy


Prior to beginning employment, all job applicants who receive a job offer will be required to voluntarily submit to a drug screening test conducted by a laboratory designated by Forest Lawn. The drug screening method is a hair collection test that will detect the use of illegal drugs within the past 90 days. A positive drug test may result in the withdrawal of the job offer.


E-Verify Statement


Forest Lawn has registered to participate in the federal government's E-Verify program. With E-Verify we are able to confirm the employment authorization of all newly hired employees through an electronic database maintained by the Social Security Administration and Department of Homeland Security. With respect to new hires, the E-Verify process is completed in conjunction with a new hire's completion of the Form I-9, Employment Eligibility Verification upon commencement of employment. ?E-Verify is not used as a tool to pre-screen candidates.


For up-to-date information on E-Verify, go to


Fair Chance Initiative for Hiring Ordinance


Forest Lawn will consider for employment all qualified Applicants, including those with Criminal Histories, in a manner consistent with the requirements of applicable state and local laws, including the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance.