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Sr. Analyst – Investment

Portland, OR

Job Summary

Support the team, managing the firm’s investment products and projects. Knowledge of GAAP. Bachelor’s degree in Accounting, Finance, or Business. 5+ years in a related investment analysis role.

Details

Our Portland client has created a new role for a Senior Investment Analyst to support the team, managing their investment products and projects. This role comes with excellent benefits, flexible hours, remote work days, and potential for growth. What a great opportunity to work in a beautiful office that boasts an upbeat and dynamic office culture, as well as great work/life balance!

Responsibilities of the Senior Investment Analyst
Market data gathering for investments.
Complex financial and investment modeling.
Create and distribute investment summaries, presentations, and documentation.
Actively participate in investment discussions.
Maintain investment data records.
Support finance team.
Fund reporting.
Strategic planning and analysis.

Senior Investment Analyst Qualifications
Bachelor’s degree in Accounting, Finance, or Business; MBA preferred.
5+ years in a related investment analysis role
Investment banking or management consulting background preferred.
Familiarity with agriculture; rural real estate or private equity preferred.
Knowledge of GAAP.
MS Office Suite experience, with proficiency in Excel, PowerPoint, and Word.
ERP systems knowledge; Salesforce preferred.
Data gathering and organization experience, with strong analytical and problem-solving skills.
Excellent interpersonal and communication skills, with ability to interact at all levels of the organization.
Organized multitasker with strong attention to detail and accuracy.
Can work independently and as part of a team.
Solid work ethic.
Passion for sustainability.

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  • Job Reference #: monster.com 194971328
  • Min Education: BA/BS
  • Min Experience: 5 years

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