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Are you a CPA with public accounting experience and a desire to work in the Investment Management industry? We are looking for a dedicated Financial Investment Analyst/Manager to join our client's team in the Twin Cities, Minnesota. This role is ideal for someone with a CPA, strong analytical background and keen attention to detail who is eager to support investment advisory firms by providing in-depth financial analysis and insights.
Job Responsibility
Conduct comprehensive financial due diligence reviews of alternative investments and their programs
Analyze financial statements, financial models, and industry research to assess financial performance and risks
Evaluate the financial health, historical performance, and operational controls of investment firms
Compare program performance to market conditions and industry peers to provide actionable insights
Identify and prioritize potential risks associated with complex investment structures
Prepare detailed technical reports and deliver recommendations to clients both in written form and through presentations
Represent the company at client meetings to share expertise and build relationships
Collaborate with internal teams to manage multiple projects effectively and efficiently
Stay informed about developments in capital markets and alternative investment trends to enhance analysis
Requirements
Minimum of 3 years of experience in financial analysis, due diligence, or a related field
Bachelor's degree in finance, economics, business, or a related field
CPA highly preferred
Proven expertise in both qualitative and quantitative analytical skills
Proficiency in financial modeling and interpreting complex financial data
Exceptional written and verbal communication skills, with the ability to present findings clearly
Strong critical thinking and problem-solving abilities
Ability to manage multiple projects simultaneously while maintaining attention to detail
Familiarity with capital markets, alternative investments, and financial terminology
Self-motivated, resourceful, and eager to learn and grow in a dynamic environment
A passion for the financial services industry and a commitment to delivering high-quality work