Investment Analyst
New
R
ResorcerWealth Management
RemoteFull-TimeMiddle
Salary not disclosed
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Job Details
- Languages
- Fluent english
- Experience
- 2–4 years
- Required Skills
- Data AnalysisMicrosoft Excel
Requirements
- Bachelor’s or Master’s degree in Finance, Economics, Investments, or a related field.
- 2–4 years of experience in Big 4, investment banking, or other relevant financial backgrounds.
- Strong analytical and quantitative skills.
- Excellent Excel and financial modeling skills.
- Familiarity with capital markets and alternative investments.
- Fluent in English.
- Strong attention to detail.
- Ability to work independently in a small, high-performance team.
- ACCA or CFA certification is considered a benefit.
Responsibilities
- Conduct detailed research on investment opportunities across public equities, fixed income, private equity, private credit, hedge funds, and infrastructure.
- Analyze fund investment strategies, documentation, and risk management to identify opportunities matching the firm's strategy.
- Evaluate the track record and operational structure of fund operators.
- Perform financial modeling and math calculations related to derivative instruments.
- Prepare investment appraisal documents, financial models, and investment presentations.
- Monitor macroeconomic developments and financial markets.
- Conduct sectoral research across different regions and market segments.
- Prepare monthly reporting statements and factsheets for client portfolios.
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