Senior Analyst - Remote

Overview

The Senior Analyst will support day-to-day operations within a client group, providing expert guidance and white glove service to clients while managing financial reporting and investment portfolios.

In Short

• Execute client engagements with a focus on high-quality service.
• Prepare comprehensive client financial reports including P&Ls and cashflow reports.
• Manage investment portfolios and conduct due diligence on investment opportunities.
• Communicate engagement statuses to relevant departments.
• Identify cross-selling opportunities with existing clients.

Requirements

• Bachelor’s Degree in Economics, Business, Finance, Accounting or related field.
• 2+ years of experience in investment analysis or related finance areas.
• Experience in building models for investment portfolio tracking.
• Ability to construct financial reporting for clients.
• Strong writing skills for documenting and presenting research results.

Benefits

• Unlimited growth potential.
• Competitive compensation and benefits package.
• Flexible hours and remote or hybrid work options.