Investment Analyst

Job Summary

A company is looking for an Investment Reporting and Valuations Analyst.

Key Responsibilities

• Prepare recurring investment reports and materials for stakeholders
• Support reporting for alternative and private market assets, including data gathering and checks
• Assist with the valuation process, including validations and reconciliation of market data

Required Qualifications

• Bachelor's degree in Finance, Accounting, Economics, Statistics, or related field preferred
• 0-3 years of relevant experience, including internships or academic projects
• Exposure to investment concepts and financial reporting
• Prior experience in reporting or investment valuation is beneficial but not required
• Willingness to learn and expand technical capabilities, including tools like PowerBI and SQL