Senior Investment Analyst

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Senior Investment Analyst

Media, Pennsylvania

|

Direct (Permanent) Full Time

|

NA

Media, Pennsylvania

Direct (Permanent) Full Time

NA

July 08, 2024

|

Job ID: F-1381227-MEL_1720470423

July 08, 2024

Job ID: F-1381227-MEL_1720470423

Job Summary

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Job Description:

A privately held capital management firm is looking for an experienced Investment Analyst to join their team. As a Senior Investment Analyst, you will be responsible for maintaining the firm's investment portfolios. This role will offer direct leadership from the Controller and the ability to interact not only with internal upper leadership, but will give you the opportunity to meet directly with investors.

Key Responsibilities:

  • Monitor investment portfolios.
  • Analyze investment performance and produce corresponding reports.
  • Perform market research to evaluate key drivers, risks, and any investment-related trends.
  • Prepare investment presentations.
  • Assist in financial modeling and deal structuring for investment transactions.
  • Create Investment Policy Statements.
  • Participate in cash management procedures to ensure that cash needs are met, and that funds are invested effectively.

Qualifications:

  • Bachelor's Degree in Accounting or Finance.
  • 5+ years of experience in administering investment portfolios.
  • Thorough understanding of U.S. GAAP.
  • Proficient in portfolio accounting and finance software.
  • Advanced Excel skills.
F-1381227-MEL_1720470423

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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™