Senior Investment Analyst

My client, a ~$1.5bn AUM investment management firm is looking to add a Senior Investment Analyst to their team. The Investment Analyst will be responsible for conducting in-depth research, performing financial analysis, and making investment recommendations to support our portfolio management team.Key Responsibilities:Conduct comprehensive research and analysis of convertible securities, including bonds, preferred stocks, and other hybrid instruments.Evaluate financial statements, industry reports, and market trends to identify investment opportunities and risks.Prepare detailed investment reports and presentations for portfolio managers and clients.Collaborate with portfolio managers to develop and implement investment strategies.Monitor and analyze the performance of existing investments and provide recommendations for adjustments.Stay current with regulatory changes and industry developments affecting convertible securities.Participate in meetings with company management and industry professionals to gather insights and information.Qualifications:5+ years of experience in Investment ManagementBachelor's degree in Finance, Economics, Accounting, or a related field.Strong analytical and quantitative skills, with the ability to interpret complex financial data.Excellent written and verbal communication skills.Proficiency in investment analysis software and tools.Ability to work independently and as part of a team in a fast-paced environment.Strong attention to detail and a commitment to accuracy and excellence.

Created: 2025-03-03