Investments Analyst

Our client in the financial services industry is looking for a Investments Analyst to join their team in the Los Angeles County

 

Job Description:

  • Monitor existing positions
  • Analyze current portfolio
  • Help project future capital activity
  • Responsible for evaluating new investment opportunities
  • Prepare presentations

 

Requirements:

  • CFA license preferred
  • Proficient with the Microsoft Office Suite, including strong Excel skills
  • Strong analytical, problem-solving and organization skills
  • Excellent verbal, written and interpersonal communication skills
  • Able to work independently and take initiative
  • Able to adapt to changing priorities
  • Able to work on multiple projects with accuracy and efficiency, while keeping to deadlines
  • Detail-oriented
  • A team player
  • Strong work ethic

 

Experience:

  • Bachelor’s degree in related field and a minimum of 3 years’ relevant experience

Ref #21370

Alex RealInvestments Analyst