
Investor Analyst
1 day ago
Key Responsibilities:
- Develop and maintain cash flow models, forecast liquidity, and optimize fund allocations.
- Monitor portfolio performance, support valuations, and provide strategic insights for optimization.
- Conduct financial analysis, prepare investment memos, and create performance reports.
- Maintain accurate tracking of investor interactions and stakeholder communications.
- Collaborate with internal teams, external partners, and investors to communicate financial insights.
Qualifications & Skills:
- Bachelor's degree in Finance, Economics, or related field; CFA/CAIA is a plus.
- 4-8 years of experience in private equity, investment banking, or asset management; Big 4 experience preferred.
- Strong financial modeling, cash flow forecasting, and portfolio management skills.
- Proficiency in Excel, PowerPoint, and financial databases; excellent communication and analytical abilities.
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