Creative Financial Staffing
Creative Financial Staffing | Operation Analyst PR | san juan, pr Job at Creativ
Creative Financial Staffing, San Juan, San Juan, Puerto Rico
Investment Analyst Responsibilities:
Investment Analyst Requirements:
#CFSJUN2023
- Assessing business and asset valuations.
- Calculating risks and opportunities for potential and current clients.
- Monitoring market trends and investment portfolios.
- Analyzing previous investment decisions and generating key takeaways.
- Conducting meetings with clients and management throughout the year.
- Producing complex financial models for integration into decision-making processes.
- Compiling financial data into reports for other team members and stakeholders.
- Identifying critical areas of business performance for other stakeholders.
- Reporting discrepancies and issues to senior team leaders when they arise.
- Working within a dynamic team environment.
Investment Analyst Requirements:
- A bachelor's degree in finance, investment banking, or accounting.
- At least 2 years' experience in a similar role.
- Strong mathematical and numerical skills.
- Proficiency in data collection and analysis.
- Excellent research and writing abilities.
- A flair for statistics and data manipulation.
- Confident presentation abilities.
- Thorough understanding of financial analysis and investment strategy.
- Interpersonal skills and the ability to work under pressure.
- A team player who can work independently.
#CFSJUN2023