Investment Analyst

SUMMARY:
Invest in your future!

POSITION INFO:
A well-known insurer is looking for an Investment Analyst to join their team! This company has over 40 years of experience and is looking for a dedicated Investment Analyst to join their dynamic team and contribute to their mission of delivering exceptional value to their clients!

Key Responsibilities:

• Conduct thorough analysis of investment opportunities, including stocks, bonds, and alternative investments.
• Monitor and evaluate the performance of investment portfolios, providing insights and recommendations for improvement.
• Prepare detailed financial models and forecasts to support investment decisions.
• Research market trends and economic conditions to identify potential investment risks and opportunities.

• Bachelor’s Degree in Finance, Economics, Accounting, or a related field; a Master’s Degree or CFA designation is a plus.
• 3+ years of experience in investment analysis, preferably within the insurance or financial services sector.
• Strong analytical skills with the ability to interpret complex financial data and market trends.
• Proficient in financial modeling and using investment analysis software.