Investment Analyst

About This Role

This role involves developing and maintaining financial models, preparing investor materials, leading due diligence processes, and supporting senior management with reporting. It suits an analyst with a background in investment analysis or corporate finance who is proficient in financial modeling and presentation.

Responsibilities

• Develop and maintain financial models across business units
• Provide scenario analyses and insights to support strategic planning
• Prepare memorandums, presentations, and investment narratives
• Tailor materials to diverse investor audiences with accuracy and professionalism
• Lead due diligence processes and manage investor requests
• Maintain organized data rooms and safeguard sensitive information
• Support senior management with clear board reports and presentations
• Streamline reporting processes and enhance data quality across units

Requirements

• Bachelor's degree in Finance, Accounting, Economics, Business Administration, or related field
• 2-4 years of experience in investment analysis, corporate finance, investment banking, or related roles
• Proven track record of financial modeling and analysis
• Advanced proficiency in Microsoft Excel, including complex financial modeling techniques
• Strong PowerPoint skills with ability to create professional, visually compelling presentations
• Experience with financial analysis tools and databases

Nice to have:

• Familiarity with virtual data room platforms