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Bear Consulting Ltd
,
London, Greater London
Investment Analyst
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Salary: £60,000 per annum |
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Overview
Are you a fully-qualified accountant (ideally an ACA/CA/CPA) and be a CISI or CFA studier (either currently studying or fully qualified)? Do you have strong modelling and MI reporting skills with experience from the Investment Management sector or can be working for a top 4 - 6 accountancy firm as maybe in a Transaction Services type function? Able to do a 12-month Fixed Term contract with a view to potential permanent? Investment Analyst Global award winning Investment Management firm is going through a period of expansion. Our client, based in their London office is after a person to join their Investment Analyst team for an initial Fixed Term 12 month contract with a view subject to performance of going permanent. Investment Analyst: Undertake detailed analysis of potential qualifying investment opportunities Monitor and evaluate existing investments. Interpret and monitor results of company holdings Prepare valuation/earnings models for companies as requested Conduct due diligence exercises on companies Participate in Company visits to achieve an understanding of potential investment opportunities Maintain a database of information relating to qualifying investments and other portfolio metrics. Prepare reports and management information, including: Daily, Weekly, Monthly & Annual valuations, along with Monthly fact sheets and quarterly, semi-annual and annual investment management reports Provide evidence to support the valuations of investments in private companies. Print off previous day’s transactions and ensure trades are correctly booked Assist with the promotion and marketing of the funds. All applications are welcome and will be reviewed for this excellent 12 month Fixed Term contract with a view to becoming permanent.