Financial Analyst (CFA Level 1 - Required)

SUMMARY:
We are seeking a highly analytical and detail-oriented Financial Analyst to join a dynamic team. The ideal candidate will have a strong background in financial statement analysis, asset management, and REITs, with the ability to provide insights that drive investment decisions. CFA Level 1 is a non-negotiable requirement.

POSITION INFO:
Key Responsibilities:
Financial Analysis & Valuation

• Conduct detailed financial statement analysis, including income statements, balance sheets, and cash flow statements.
• Perform valuation modeling using methods such as DCF, market multiples, and NAV for REITs and other asset classes.
• Assess financial performance trends, identifying risks and opportunities for investment.
• Provide investment recommendations based on fundamental research and financial analysis.

• Analyze Real Estate Investment Trusts (REITs), evaluating portfolio performance and financial health.
• Conduct market research on property sectors and real estate trends.
• Assist in managing investment portfolios, optimizing asset allocation strategies.
• Track and report on fund performance, investment returns, and key financial metrics.

• Perform macroeconomic and industry research to support investment decisions.
• Monitor equity, fixed income, and alternative investment opportunities.
• Develop investment reports and presentations for stakeholders.
• Assist in risk analysis and portfolio stress testing.

• Essential: BCom in Accounting or Finance.
• CFA Level 1 (non-negotiable); CFA Level 2 or 3 candidates preferred.
• 2–5 years of experience in financial analysis, asset management, or investment research.
• Strong knowledge of REITs, investment strategies, and portfolio management.
• Proficiency in financial modeling, valuation techniques, and risk assessment.