Location
Exton, PA, United States
Posted
May 02, 2026
Job Description
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
· ...
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
· ...