Investment Analyst/Associate Job Description Template
Our company is looking for a Investment Analyst/Associate to join our team.
Responsibilities:
- Liaise with Firm’s operational counterparties, including investment banks, rating agencies, trustees, servicers, and legal counsel;
- Model and analyze projected portfolio characteristics to support the investment decision-making process allocation decisions,;
- Assist with formalizing and refining due diligence process for new partnerships;
- Create and document internal processes, communications, and operational infrastructure for the Portfolio Management team;
- Compile investment committee memos for new investment initiatives.
Requirements:
- Finance or economics related majors preferred;
- Corporate, investment, or other financial or business intelligence modeling in Excel required;
- Presentation-building in PowerPoint or Keynote required;
- Bachelor’s Degree required;
- Bloomberg, Intex, SQL/Python preferred.