Robert Half • Hockessin, DE 19707
Job #2668383040
Description
We have partnered with a financial service company on their search for an Investment Analyst with proven experience extracting and manipulating financial data. 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.
Major Responsibilities
Provide financial analysis, forecasting and reporting
Develop strategic initiatives
Budgeting & Forecasting
Variance Analysis
Generate periodic asset allocation reports
Maintain knowledge of regulations and policies
Integrate financial data
Prepare financial reports with key metrics
Establish financial trends and make recommendations
Resolve data discrepancies
Ensure compliance with relevant financial regulations
Requirements
The ideal Investment Analyst will have a Bachelors degree in Accounting, Mathematics or Finance.
1-2 years experience in asset allocation or investment management
MUST have advanced Microsoft Excel skills
System implementation experience preferred
Mergers & Acquisition experience a plus
For more information on this Investment Analyst role and other full time accounting and finance opportunities, please contact us at ~~~ and reference JO#~~~200.
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 (~~~) 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 ~~~ 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:///~~~/us/en/terms) .
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