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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