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Financial Forecast/Investment Associate

Posted 4 days agoViewed

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💎 Seniority level: Middle, 3–6 years

📍 Location: Puerto Rico, Medellín, Medellin, Colombia, Bogotá, Bogota, Colombia, Panama City, Panama, Panama, Dominican Republic, Eastern, NOT STATED

🔍 Industry: Financial Services

🏢 Company: World Business Lenders, LLC

🗣️ Languages: English

⏳ Experience: 3–6 years

🪄 Skills: Data AnalysisMicrosoft Power BIAnalytical SkillsAccountingAttention to detailData visualizationFinancial analysis

Requirements:
  • 100% fluency in English with strong verbal and written skills.
  • 3–6 years of experience as an Associate in investment banking focused on M&A and forecasting.
  • Strong knowledge of financial statements, investment modeling, and accounting.
  • Experience with US GAAP and IFRS.
  • Expertise in Excel Financial Modeling and PowerPoint.
  • Proficiency in Microsoft 365 applications.
  • Excellent communication, analytical skills, and attention to detail.
  • Experience in financial/banking sector or similar organizations.
Responsibilities:
  • Assist in preparing financial analyses and forecasts, ensuring accuracy and consistency.
  • Support maintenance and updating of financial models by integrating historical data.
  • Collaborate with Automation Analysts on developing data visualizations and reports.
  • Review financial data for discrepancies to aid decision-making.
  • Participate in financial projects providing data analysis and insights.
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