Senior Analyst, Investment Job Description

Senior Analyst, Investment Job Description

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Senior analyst, investment provides clients with information and advice on purchase or sale of securities financial services and investment plans.

Senior Analyst, Investment Duties & Responsibilities

To write an effective senior analyst, investment job description, begin by listing detailed duties, responsibilities and expectations. We have included senior analyst, investment job description templates that you can modify and use.

Sample responsibilities for this position include:

Respond to ad hoc attribution requests
Collect, analyze and document business and technological requirements
Communicate effectively with external clients and internal teams to deliver product's functional requirements to meet business needs
Evaluate the data collected through task and risk analysis, business process interviews and workshops
Document the acquired results of analysis and workflows obtain sign-off from the defined owner
Develop business use cases using qualitative and quantitative measures
Work with project managers and technical resources to define and document test plans and criteria for success
Coordinate with stakeholders and users on User Acceptance Testing
Manage and document change requests related to the working project
Performing various financial analyses, including valuations and merger consequences, evaluating strategic alternatives and capital structure options

Senior Analyst, Investment Qualifications

Qualifications for a job description may include education, certification, and experience.

Licensing or Certifications for Senior Analyst, Investment

List any licenses or certifications required by the position: CFA, CBAP, CPA, CSC, LOMA, PMP, CMA, CIPM, CAIA, CCBA

Education for Senior Analyst, Investment

Typically a job would require a certain level of education.

Employers hiring for the senior analyst, investment job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Master's Degree in Finance, Economics, Accounting, Business, Mathematics, MBA, Real Estate, Education, Statistics, Engineering

Skills for Senior Analyst, Investment

Desired skills for senior analyst, investment include:

Excel and investment systems are to analyze data and generate client reports
Business areas
Financial markets
Asset
Different types of securities
Excel
Experience with securities instruments/settlement
Financial services industry
Foreign exchange
Institutional sales cycle

Desired experience for senior analyst, investment includes:

An in-depth knowledge of business process design and modeling
MBA or related Master’s degree (Economics, Finance, Accounting)
Experience in mathematical/statistical software desirable
Masters degree or equivalent in a quantitative subject
Experience and knowledge of investment performance reporting requirements, GIPS and SEC standards a plus
5 years experience as an analyst or portfolio manager

Senior Analyst, Investment Examples

1

Senior Analyst, Investment Job Description

Job Description Example
Our growing company is searching for experienced candidates for the position of senior analyst, investment. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for senior analyst, investment
  • Provide on-going support which includes reporting, analyzing data, and researching complex inquiries
  • Complete customer request with excellent service levels
  • Initiate and lead implementation of ideas that will improve the efficiency, accuracy, controls in relation to assigned work or projects
  • Demonstrated ability to anticipate and proactively address underlying customer needs to ensure positive outcomes for our clients
  • Senior Level must have ability to independently prioritize and work on multiple assignments with changing priorities
  • Senior level may supervise daily activities, coordinate and assign responsibilities
  • Involvement in the management of MLC's custody relationships
  • Analyze quarterly and annual results and write operating updates
  • Communicate recommendations and write Buy/Hold/Sell opinion reports on companies under coverage
  • Construct a daily company news sheet for the founder/portfolio manager
Qualifications for senior analyst, investment
  • Spanish language fluency required – business-level communication
  • Desired knowledge of investment banking, markets technology, SOX and other regulation control testing, relevant certifications such as CISA, CISSP, CRISK
  • 2-4 years of accounting work experience , preferably in private equity
  • Hyperion Essbase experience considered a plus
  • Bachelors degree or equivalent in Finance, Economics, or related field
  • Experience of writing financial research reports, market/valuation analysis in a professional capacity is preferred (reports/notes/correspondence, professional editing, journalism, is a strong plus)
2

Senior Analyst, Investment Job Description

Job Description Example
Our innovative and growing company is searching for experienced candidates for the position of senior analyst, investment. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for senior analyst, investment
  • Assist the Manager of Portfolio Analytics in the oversight of reporting portfolio and benchmark characteristics (including top holdings, sector/country breakdowns)
  • Prepare presentations on investment topics
  • Assist investment professionals with defining and translating business and data requirements, participate in design and acceptance testing
  • Responsible for the investment reporting function for U.S. Statutory (NAIC) requirements of the Insurance Company, subsidiaries and affiliates
  • Interprets new pronouncements and guidelines issued by authoritative associations in relation to U.S GAAP, Statutory (NAIC), or various regulations
  • Provides comprehensive quantitative and qualitative information about CG’s institutional investment strategies including results, portfolio characteristics, portfolio attribution, investment commentary and organizational statistics
  • Leverages internal systems and teams to compile and maintain discrete organizational information regarding assets under management and investment professionals
  • Ensures timely delivery of high quality data to appropriate recipients
  • Anticipates changes in customer data needs and enables team to meet any changes
  • Ensures effective service to Sales staff
Qualifications for senior analyst, investment
  • Experience in Corporate Valuation is a plus
  • Completion of an analyst program ( years) with an investment bank or private equity firm or years of experience relevant to evaluation of traditional and/or alternative investment managers
  • Thorough understanding of databases and/or investment trading systems and processes
  • Ability to work independently and on several assignments simultaneously is required
  • Clear and concise communication (written, verbal, and presentation) skills
  • 2+ years as financial analyst or related experience
3

Senior Analyst, Investment Job Description

Job Description Example
Our company is looking for a senior analyst, investment. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for senior analyst, investment
  • Collaborates with the PMs to identify key characteristics by asset class and to develop screening tools for efficient and effective evaluation of investment opportunities
  • Collaborates with the Investment Analyst to conduct specific asset class research (e.g., portfolio construction, performance, risk exposure, ), evaluate alternative approaches, identify improvement areas, and develop documented recommendations
  • Implements reporting schedules to satisfy individual asset class reporting obligations in a timely manner
  • Serves as a primary resource to the business for consultant and third party database function and related information
  • Responds to standard and complex ad-hoc inquiries initiated by internal and external contacts
  • Validates/confirms accuracy of data prior to sending to clients
  • Develops, maintains and updates job aids for department processes and team workflow tools on an ongoing basis
  • Continuously examines processes in order to increase efficiency
  • Participates in the training of other associates
  • Builds strong relationships with key project stakeholders and effectively incorporates stakeholder needs into a plan
Qualifications for senior analyst, investment
  • Middle or front office experience
  • A Master’s degree and/or CFA designation is preferred
  • Line management experience of 1 or 2 staff necessary
  • Experience of data management, with the ability to query large volumes of data in order to quickly identify issues
  • An understanding of Solvency II reporting requirements is advantageous but not essential
  • Good knowledge of respective local and international regulatory requirements (UCITS, AIFMD, SEC )
4

Senior Analyst, Investment Job Description

Job Description Example
Our company is hiring for a senior analyst, investment. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for senior analyst, investment
  • Continuously evaluate whether models are sufficiently robust to be used in capital planning and stress testing
  • Partners with internal teams and business partners to ensure integrity of investment related data
  • Analyze index and/or market events
  • Analyzes and resolves complex data exceptions and processes efficiently to ensure that data delivered to investment management teams are accurate
  • Independently improve existing operational processes and procedures to reduce risk and increase efficiency
  • Performs follow-up analysis to provide adequate explanations for areas of over- and under-performance
  • Provides support for the review of financial statements and performance reports and reports findings to PMs to ensure no material weaknesses in external investment manager controls and reports and to monitor the financial position of investments
  • Provides support for monitoring investment performance with established metrics (e.g., benchmarks, expected risks and returns, strategies, ) to ensure investments perform as expected, enable timely corrective action, and minimize negative exposure
  • Performs research and analysis on investment strategies to provide senior Investments staff with a current view of the investment universe
  • Develops analytical tools based on research to support the evaluation and implementation of recommendations
Qualifications for senior analyst, investment
  • Understanding concepts for developing financial models that capture key value drivers that can be flexed for sensitivities used for decision making
  • Ability to break down and analyze investment activity and link them to resulting financial outcomes
  • Excellent verbal and written communication skills and the ability to interact professionally with a diverse group including executive, managers, and subject matter experts
  • 2-3 years of audit experience required, preferably in private equity
  • Minimum 4 years Financial Industry
  • Strong experience in managing, tracking, reporting and resolving any Data Quality issues encountered preferred
5

Senior Analyst, Investment Job Description

Job Description Example
Our growing company is hiring for a senior analyst, investment. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for senior analyst, investment
  • Provide data expertise to Client Service and Sales and Marketing teams, complex client queries on quantitative data
  • Own investment cash flow, liquidity, and rebalancing models
  • Assist in preparation, analysis, and presentation of budgets and forecasts
  • Facilitate the review and completion of legal documentation, including subscription agreements
  • Take a lead role in development and completion of various presentation materials
  • Prepare journal entries for monthly, quarterly and annual financial statements
  • Assist in the preparation of financial data for quarterly
  • Assist with/lead ad hoc reporting requests and projects, as needed
  • Partner with project leads and technical experts to determine current and future state business processes
  • Manage and facilitate prioritization of technology backlog
Qualifications for senior analyst, investment
  • 2-3 years of relevant accounting, finance or financial consulting work experience, with at least 1 year as an Investment Banking analyst
  • Extensive knowledge of the lifecycle of a trade
  • Familiarity with Risk Management concepts and best practices
  • Strong verbal and written communications skills, highly proactive and energetic client service focus
  • Investment industry accreditation (e.g., CSC, CIM)
  • Bachelor’s degree in Finance, Engineering, or a related quantitative field is preferred

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