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Description

We have partnered with a financial service company on their search for an Investment Analyst with proven experience extracting and manipulating financial data. This role will consist of analyzing financial data, evaluating investment opportunities, and providing revenue generating insights to support investment decision-making. In addition to conducting comprehensive financial analysis of companies, industries, and markets you will also, perform extensive research, assist with financial modeling, complete risk assessments to help maximize investment returns, and collaborate with portfolio managers, research teams, and other stakeholders to contribute to investment strategies.

Major Responsibilities

• Provide financial analysis, forecasting and reporting

• Develop strategic initiatives

• Budgeting & Forecasting

• Variance Analysis

• Generate periodic asset allocation reports

• Maintain knowledge of regulations and policies

• Integrate financial data

• Prepare financial reports with key metrics

• Establish financial trends and make recommendations

• Resolve data discrepancies

• Ensure compliance with relevant financial regulations

Requirements

The ideal Investment Analyst will have a Bachelors degree in Finance or Economics.

Other requirements for the Investment Analyst role include and are not limited to:

• 1-3 years of experience, Big 4 consulting or commercial + mixed use of real estate experience

• Strong understanding of financial markets, valuation methodologies, and investment principles

• Advanced proficiency in Excel and financial modeling; familiarity with Bloomberg, Capital IQ, or Argus

• Excellent written and verbal communication skills

For more information on this Investment Analyst role and other full time accounting and finance opportunities, please contact us at 484.214.2365 and reference JO#03710-0013349949.

Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.

All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.

• 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use (https://www.roberthalf.com/us/en/terms) .