Investment Analyst

Conduct quantitative analyses of information affecting investment programs of public or private institutions.

Investment Analyst Job Description Template

Our company is looking for a Investment Analyst to join our team.


  • Manage due diligence and participating in the negotiation process and closing;
  • Resolve conflicting data between different sources to ensure accurate information is reported in the financial statements;
  • Prepare company, industry and economic outlooks, analytical reports, briefing notes and correspondence;
  • Manage daily cash flow management, including cash flow projections, cash transfers and wires.


  • A track record of success,
  • Strong analytical and problem-solving skills;
  • Minimum 2 years working for a successful portfolio management team,
  • Excellent Communication skills;
  • Ability to work well in a fast-paced, dynamic, and collaborative team environment;
  • Attention to detail and accuracy;
  • Minimum CFA Level II completion,
  • Entrepreneurial spirit;
  • Strong written and verbal communication skills;
  • Proficiency in modeling, financial analysis and business valuation,
  • Proficiency in Capital IQ and Bloomberg a plus;
  • Undergraduate degree in Finance or Commerce,