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Financial Analyst

Addison Group
San Antonio, TX, United States
Full-time

Our client is a dynamic and forward-thinking investment firm specializing in diverse portfolios across public markets, private equity, and real estate.

With a focus on innovation, integrity, and strategic foresight, we aim to maximize returns for our clients while contributing positively to the global economy.

Position Overview : We are seeking a talented and analytical Financial Analyst to join their team. The ideal candidate will have a strong background in finance, exceptional quantitative skills, and a keen interest in this industry.

Responsibilities :

  • Perform in-depth due diligence, including financial modeling, valuation, and risk assessment.
  • Research and monitor industry trends, economic indicators, and market developments to identify potential investment risks and opportunities.
  • Prepare comprehensive investment memos, presentations, and reports for internal stakeholders and clients.
  • Collaborate with investment managers, portfolio managers, and other team members to support investment decision-making processes.
  • Assist in the development and implementation of investment strategies and asset allocation models.
  • Continuously evaluate and optimize investment performance through rigorous performance monitoring and analysis.

Qualifications :

  • Bachelor's degree in Finance, Economics, Business Administration, or a related field. Master's degree or CFA designation preferred.
  • 2+ years of experience in financial analysis, investment research, or related roles within the financial services industry.
  • Strong proficiency in financial modeling, valuation techniques, and statistical analysis.
  • Excellent analytical and problem-solving skills with a keen attention to detail.
  • Solid understanding of financial markets, investment principles, and asset allocation strategies.
  • Proficiency in using financial software and tools (e.g., Excel, Bloomberg, FactSet).
  • Effective communication skills with the ability to present complex financial concepts in a clear and concise manner.
  • Proactive, self-motivated, and able to thrive in a fast-paced, collaborative environment.
  • 24 days ago
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