Investment Analyst Job at Creative Financial Staffing, San Juan, TX

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  • Creative Financial Staffing
  • San Juan, TX

Job Description

Responsibilities of an Investment Analyst

The responsibilities of an investment analyst typically include:

  • Conducting comprehensive financial analysis, including financial statement analysis, industry analysis, and valuation analysis, to evaluate investment opportunities
  • Conducting market research to identify and track investment trends, including economic data, industry-specific data, and company-specific data
  • Developing and maintaining financial models to support investment decisions, using tools such as Excel, Bloomberg, and other financial software
  • Collaborating with portfolio managers and other investment professionals to develop investment strategies that align with the client's investment goals and risk profile
  • Communicating investment recommendations to clients, both verbally and in writing, including investment reports, presentations, and other materials
  • Conducting financial analysis to evaluate investment opportunities
  • Conducting market research to identify and track investment trends
  • Developing and maintaining financial models to support investment decisions
  • Collaborating with portfolio managers and other investment professionals to develop investment strategies
  • Communicating investment recommendations to clients
#CFSJUL2024

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