Senior Investment Analyst

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Senior Investment Analyst

West Chester, Pennsylvania

|

Direct (Permanent) Full Time

|

$ 100,000 - $ 140,000 per year

West Chester, Pennsylvania

Direct (Permanent) Full Time

$ 100,000 - $ 140,000 per year

July 09, 2024

|

Job ID: F-1374179-LES_1720539216

July 09, 2024

Job ID: F-1374179-LES_1720539216

Job Summary

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Responsibilites:

  • Monitor investment portofolios and analyze the performance
  • Identify key drivers and risks
  • Perform market research
  • Support investment transactions and including the financial modeling and deal
  • Prepare presentations and investment memos
  • Review cash reports to make sure the needs are met
  • Assist with liquidty and treasury needs

Qualifications:

  • 5+ years of investment portfolio experience and have experience with face-to-face meetings with clients
  • BS or BA in Accounting or Finance a requirement
  • CPA/CFA/CIMPA preferred
  • Strong understanding of US GAAP for investment companies
  • Experience in trading or securities research
F-1374179-LES_1720539216

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About Beacon Hill

Beacon Hill is an Equal Opportunity Employer that values the strength diversity brings to the workplace. Individuals with Disabilities and Protected Veterans are encouraged to apply.

Founded by industry leaders to set a new standard in search, career placement and flexible staffing, we deliver coordinated staffing solutions with unparalleled service, a commitment to project completion and success and a passion for innovation, creativity and continuous improvement.

Our niche brands offer a complete suite of staffing services to emerging growth companies and the Fortune 500 across market sectors, career specialties/disciplines and industries. Over time, office locations, specialty practice areas and service offerings will be added to address ever changing constituent needs.

We look forward to working with you.

Beacon Hill. Employing the Future™