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Investment Analyst

14 hours, 28 minutes ago
United States
Mid Level
Financial Analyst
Finance and Accounting
Python R SQL
Apply Now
Merge

Merge

Merge offers a Unified API for over 150 HR, payroll, accounting, ticketing, and CRM integrations, simplifying the integration process for B2B companies.

Internet Software & Services
51-250
Founded 2020
$74M raised
View All Jobs

Description

  • Conduct financial analysis of companies, industries, markets, and investment products.
  • Build and maintain financial models for valuation, forecasting, and investment analysis.
  • Perform fundamental and quantitative analysis across equities, fixed income, mutual funds, ETFs, and alternative investments.
  • Research market trends, economic indicators, and industry developments affecting performance.
  • Prepare investment recommendations and present findings to portfolio managers and senior leadership.
  • Monitor existing investments and evaluate portfolio performance against benchmarks.
  • Analyze financial statements, earnings reports, and corporate disclosures.
  • Assess investment risks and identify portfolio optimization opportunities.
  • Support due diligence for new investments, mergers and acquisitions, and strategic transactions.
  • Develop reports, dashboards, and presentations for stakeholders and clients.

Requirements

  • Bachelor's degree in Finance, Accounting, Economics, Business Administration, or a related field.
  • 2–5 years of experience in investment analysis, equity research, portfolio management, corporate finance, or financial planning.
  • Strong understanding of financial markets, investment products, and valuation techniques.
  • Proficiency in Microsoft Excel, PowerPoint, and financial modeling.
  • Experience analyzing financial statements and performing ratio analysis.
  • Excellent analytical, quantitative, and problem-solving skills.
  • Strong written and verbal communication skills.
  • CFA Level I/II/III or progress toward certification preferred.
  • MBA or Master's degree in Finance, Economics, or a related discipline preferred.
  • Experience with Bloomberg, Capital IQ, FactSet, Morningstar, or Refinitiv preferred.
  • Knowledge of portfolio management and asset allocation strategies preferred.
  • Familiarity with Python, R, or SQL preferred.

Interested in this position?

Apply directly on the company website

Apply Now

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