Investment Analyst Job at Career Group Search, Santa Monica, CA

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  • Career Group Search
  • Santa Monica, CA

Job Description

Our client, a boutique investment firm is seeking for an Investment Analyst to join their team in Santa Monica!

Salary: $115-140k

Key Responsibilities

  • Investment & Market Research Support the VP of Finance in analyzing new and existing investments, conducting in-depth market and data research to guide decision-making.
  • Prepare financial models and forecasting analysis to assess investment opportunities.
  • Monitor and evaluate market trends, identifying potential risks and opportunities.

  • Financial Reporting & Analysis Build, review, and interpret financial reports, performance metrics, and budgetary analysis.
  • Develop and update monthly management reports, tracking budget variances and financial performance.
  • Assist in preparing presentations for investors and senior leadership, ensuring data is clear and compelling.

  • Finance Operations & Optimization Contribute to the day-to-day financial operations across Satya Capital’s portfolio of businesses.
  • Work on strategic ad hoc financial analysis to support evolving business needs.
  • Identify opportunities to enhance financial processes and drive operational efficiencies.

  • Cross-Functional & Strategic Initiatives Collaborate with cross-functional teams to support high-impact projects and initiatives.
  • Assist in reviewing and approving invoices, monitoring budgets, and ensuring financial accuracy.
  • Help develop and monitor divisional budgets, providing insights for management decision-making.
  • Work closely with leadership, including the founder and key executives, on financial strategy and execution.

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