Investment Analyst
C&S Wholesale Grocers
This is a Contract position in Calhoun, GA posted December 31, 2021.
New York
– Responsibilities:
· Manage and analyze stock portfolio to make buy/sell/hold recommendations, diversify, and enhance investment performance
· Study economic trends, evaluate historical performance of stocks, and prepare written reports to keep Family Office management informed
· Collect and interpret external company financial statements, price developments, currency adjustments and yield fluctuations to advise on investment strategy
· Create financial models utilizing forward-looking capital market expectations to produce portfolio earnings projections
· Perform due diligence reviews of current and future investments
· Build and present proposals for new investment opportunities
· Escalate any portfolio changes within Family Office
· Develop long-term financial planning options, as needed Qualifications: Bachelor’s degree in Finance, Economics or related concentration/Master’s degree preferred
· 3-5 years of portfolio or investment management experience
· Proven mathematical skills and financial acumen to evaluate investments
· Superior technical/analytical skills for modeling data and processing information Exceptional verbal and written communication skills along with strong presentation skills Strong attention to detail Well-developed organizational skills, flexible and ability to multi-task Self-starter and able to work independently, while also possessing the ability to collaborate in a team environment CFA, FINRA Series 7 and 66 preferred
