Job description
Join a premier investment firm in New York City and help shape institutional portfolios. We seek a strategic thinker with a robust grasp of financial modeling, market research, and client-focused solutions. This is a high-impact, growth-oriented role in a fast-paced environment.
As part of the team, you will collaborate with analysts and portfolio managers to drive insights and performance across asset classes.
Responsibility
- Perform robust financial modeling including DCF, comparable company analysis, and scenario planning to support investment decisions.
- Conduct market and company research to identify drivers of value and risk across multiple asset classes.
- Provide analytical support to portfolio managers, including idea generation, due diligence, and performance monitoring.
- Build and maintain investment dashboards, reports, and performance metrics for internal teams and clients.
- Prepare investment memos and client-ready materials with clear, data-driven conclusions.
- Collaborate with risk, compliance, and operations to ensure governance and operational excellence.
- Present findings to senior leadership and contribute to quarterly investment reviews.
Qualification
- Bachelor’s degree in Finance, Economics, or related field; MBA or CFA designation is a plus.
- Minimum 3 years of experience in investment analysis, equity research, or asset management.
- Strong financial modeling, valuation, and Excel skills; programming (Python/SQL) is a plus.
- Solid understanding of markets, investment strategies, and risk concepts.
- Excellent written and verbal communication, with ability to present complex data clearly.
- Ability to work in a fast-paced, collaborative environment and manage multiple priorities.
- Attention to detail, strong problem-solving abilities, and high ethical standards.