Investment Analyst

Job not on LinkedIn

🕒 July 29

🇺🇸 United States – Remote

⏰ Full Time

🟢 Junior

🟡 Mid-level

💸 Financial Planning and Analysis (FP&A)

👻 Ghost score 15%

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Logo of Resorcer

Resorcer

11 - 50 employees

Founded 2020

🎯 Recruiter

🤝 B2B

Recruitment • B2B

Resorcer is a recruitment firm that identifies and places high-quality candidates for companies and startups. They emphasize finding talent that goes beyond resumes—looking for people who add "magic" to organizations—and combine human judgment with modern tools and insights. Resorcer markets B2B recruiting services, showcases client testimonials, and offers consultations and call bookings to discuss hiring needs.

📋 Description

• Conduct detailed research on investment opportunities across public equities, fixed income, private equity, private credit, hedge funds, private/public infrastructure and other asset classes. • Analyze funds investment strategies, documentation, marketing presentations and factsheets in order to define suitable opportunities which fit the predefined investment strategy. • Evaluate track record, investment strategy, operational structure, and risk management of the fund operators. • Prepare investment appraisal documents. • Monitor macroeconomic developments and financial markets. • Perform math calculations and modelling related to various derivative instruments. • Prepare financial models and investment presentations. • Conduct sectoral research across different market segments in various regions. • Prepare monthly reporting statements for selected clients’ portfolios. • Support semi-annual and annual portfolio reviews and presentation materials. • Prepare monthly factsheets and brief reports for alternative investments asset classes. • Perform various ad-hoc tasks.

🎯 Requirements

• Bachelor’s or Master’s degree in Finance, Economics, Investments, or related field • ACCA or CFA would be a benefit • 2–4 years of experience in Big 4, investment banking, other relevant financial background • Strong analytical and quantitative skills • Excellent Excel and financial modeling skills • Familiarity with capital markets and alternative investments • Fluent english

🏖️ Benefits

• Exposure to global markets and top tier global operators • Work with experienced investment team • Opportunity to develop expertise in investment portfolio management • Competitive compensation and long-term career development • Fully remote work.

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