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Creative Financial Staffing

Operation Analyst

Creative Financial Staffing, San Juan, PR, United States


Investment Analyst Responsibilities:
  • Assessing business and asset valuations.
  • Calculating risks and opportunities for potential and current clients.
  • Monitoring market trends and investment portfolios.
  • Analyzing previous investment decisions and generating key takeaways.
  • Conducting meetings with clients and management throughout the year.
  • Producing complex financial models for integration into decision-making processes.
  • Compiling financial data into reports for other team members and stakeholders.
  • Identifying critical areas of business performance for other stakeholders.
  • Reporting discrepancies and issues to senior team leaders when they arise.
  • Working within a dynamic team environment.
Investment Analyst Requirements:
  • A bachelor's degree in finance, investment banking, or accounting.
  • At least 2 years' experience in a similar role.
  • Strong mathematical and numerical skills.
  • Proficiency in data collection and analysis.
  • Excellent research and writing abilities.
  • A flair for statistics and data manipulation.
  • Confident presentation abilities.
  • Thorough understanding of financial analysis and investment strategy.
  • Interpersonal skills and the ability to work under pressure.
  • A team player who can work independently.

CFSJUN2023