VetJobs - The Leading Military Job Board

Description

We have partnered with a financial service company on their search for a Family Office Sr Investment Analyst with proven experience being client/investor facing. This role will consist of analyzing financial data, evaluating investment opportunities, and providing revenue generating insights to support investment decision-making. In addition to conducting comprehensive financial analysis of companies, industries, and markets you will also, perform extensive research, assist with financial modeling, complete risk assessments to help maximize investment returns, and collaborate with portfolio managers, research teams, and other stakeholders to contribute to investment strategies. The Family Office Sr Investment Analyst will work closely with the investors and business managers to ensure the family offices' investment goals are met.

Major Responsibilities

· Provide financial analysis, forecasting and reporting

· Develop strategic initiatives

· Budgeting & Forecasting

· Variance Analysis

· Manage investment service providers

· Maintain knowledge of regulations and policies

· Integrate financial data

· Assist trustees with fiduciary needs

· Prepare financial reports with key metrics

· Establish financial trends and make recommendations

· Resolve data discrepancies

· Ensure compliance with relevant financial regulations

Requirements

The ideal Family Office Sr Investment Analyst will have a Bachelors degree in Accounting or Finance.

Other requirements for the Family Office Sr Investment Analyst role include and are not limited to:

· CPA, CFA, or CIPM designation (or in process) preferred

· 4+ years of experience in investment management, analysis and reporting for individuals, trusts, charitable foundations, and corporate entities

· Strong understanding of GAAP

· Advanced Microsoft Excel skills

For more information on this Family Office Sr Investment Analyst role and other full time accounting and finance opportunities, please contact us at 484.214.2902 and reference JO#03710-0013012589.

Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.

All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.

© 2024 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use (https:///www.roberthalf.com/us/en/terms) .