The Investing Senior Analyst tracks market rates, sets rates to be paid, and the daily quantity to be sold. Invests in and sells short-term securities, including commercial paper to meet short-term investment and financing needs. Being an Investing Senior Analyst requires a bachelor’s degree. Prepares periodic investment reports. In addition, Investing Senior Analyst typically reports to a manager. Investing Senior Analyst is a specialist on complex technical and business matters. Work is highly independent. May assume a team lead role for the work group. Working as an Investing Senior Analyst typically requires 7+ years of related experience.
Senior Investment Analyst Job Description Template
Our company is looking for a Senior Investment Analyst to join our team.
- Performing on-site due diligence on potential investment opportunities;
- Working with internal and external stakeholders to produce investment memorandums for consideration by the investment committee;
- Working with the modelling team to ensure continuous development and enhancement of those valuation models;
- Dealing with creditors and European financial institutions, to progress transactions and obtain relevant data to support the valuation;
- Post-acquisition, early review and analysis of actual performance vs. forecast;
- Work alongside and mentor other colleagues in the team;
- Department Info;
- Skills Required;
- Conducting third party fund research.
- Challenging convention;
- Writing, presentation skills;
- Relevant prior experience in asset management, banking, insurance or consulting preferred;
- Strong and demonstrable track record of interacting well with a broad range of stakeholders. Excellent written and numeracy skills;
- Working to tight deadlines;
- Required experience with the following: Morningstar, Excel (Advanced), Bloomberg, Microsoft Office;
- Strong understanding of Insurance company investment strategy drivers, and balance sheets – both capital and profit reporting regimes;
- Chartered Financial Analyst charter holder or qualified /part-qualified actuary is strongly preferred but not necessary;
- Good initiative / project management. Happy to drive your own workload;
- Organised, and a self- starter to drive projects and maintain momentum to implementation;
- Strong attention to detail;
- An interest in Impact and Sustainable investing;
- Strong team player;
- CFA Charterholder preferable;
- At least five years’ experience conducting fund research, including Fixed Income funds.