Investment Analyst

Description

Our client is seeking a driven and confident Investment Analyst to join their growing team! As they continue to grow and expand, they need individuals who can contribute fresh insights and strategic perspectives to drive success.

Responsibilities:

  • Conduct in-depth market research to identify trends, opportunities, and potential risks. Provide comprehensive analyses of economic indicators, industry trends, and competitor performance to inform investment decisions
  • Evaluate and assess the valuation of various financial instruments, including stocks, bonds, and other investment vehicles. Utilize quantitative models and financial tools to gauge the intrinsic value of assets
  • Effectively communicate investment strategies and recommendations to clients in a clear and concise manner. Address client inquiries, provide market updates, and ensure client satisfaction through transparent and proactive communication
  • Prepare regular performance reports and presentations for both internal stakeholders and clients. Analyze portfolio returns, attribution, and benchmarks to assess investment outcomes

Requirements: 

  • Bachelors degree in Finance, Economics, or similar 
  • Proven experience as an Investment Analyst, demonstrating a track record of successful investment strategies
  • CFA designation or equivalent 
  • Excellent understanding of financial markets, investment instruments, and economic indicators.
  • Exceptional communication skills, both written and verbal, with the ability to convey complex financial concepts to diverse audiences

Email Kiera@steppingstonesrecruitment.com for more information or to apply today!

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Kiera Hannula

Kiera Hannula

Senior Recruiter