Sr. Investment Modeling Financial Analyst

Overview

Forest Lawn Memorial Parks and Mortuaries is hiring for the Sr. Investment Financial Analyst role. This position focuses on investment research, financial modeling, and analysis to support capital allocation decisions, portfolio performance, and strategic initiatives across the organization.

$/yr - $/yr

• Conduct quantitative and qualitative investment analysis on current and prospective opportunities including equities, fixed income, private equity, real assets, and alternative investments.
• Build and maintain detailed financial models, scenario analyses, and valuation assessments, such as discounted cash flow (DCF), leverage buy-out (LBO), and comparables.
• Evaluate the financial performance of investments and generate actionable insights for portfolio optimization.
• Research and prepare economic reports to analyze rate of return, depreciation, working capital requirements, investment opportunities, investment performance, and the impact of governmental requirements.
• Monitor market trends, economic indicators, and industry developments to inform investment strategy.
• Evaluate funding for future business projects.
• Collaborate with senior leadership to support strategic decision-making, capital allocation, and risk management.
• Prepare investment memos, presentations, and reports for internal stakeholders and investment committees; make recommendations to management regarding investment opportunities.
• Interface with various departments to understand activity presented on statements (monthly, quarterly, etc.).
• Support gathering of documents necessary for tax return preparation and plan/lead special projects to completion.
• Research and prepare operational/workflow analyses including flowcharting and data visualizations to facilitate clear communication.
• Prepare clear written reports, analyses, and presentations using Microsoft Word, Excel, PowerPoint, and other visualization tools.
• Conduct special studies to analyze complex financial actions and prepare recommendations for policy, procedure, control, or action initiatives.
• Analyze financial information to determine present and future performance; identify trends and recommend improvements to inform business strategy.
• Direct preparation of studies, reports, and analyses in areas such as budgets, financial plans, governmental requirements, statistical reports, cash flow projections, and business forecasts.
• Establish databases of pertinent information for use in analyzing future plans and forecasts.
• Manage multiple projects with a high degree of organization and timely execution aligned with strategic objectives.
• Provide mentorship and guidance to junior analysts, contribute to process improvements and best practices.
• Participate in a collaborative environment where information and skill sets are shared.

• Bachelor’s degree in Finance, Economics, Accounting, or related field required. Master’s degree such as MBA preferred.
• Charter Financial Analyst (CFA) or progress toward CFA designation strongly preferred.
• Minimum 5–7 years of experience in investment analysis, corporate finance, or asset management required.
• Strong proficiency in Excel, financial and investment modeling, and data analysis tools such as Tableau, Power BI, Bloomberg, and Capital IQ.
• Excellent written and verbal communication skills with the ability to present complex financial concepts clearly using presentation tools such as PowerPoint.
• High attention to detail, analytical rigor, and ability to manage multiple projects in a fast-paced environment.
• Experience in portfolio management, investment policy development, or institutional investing.
• Familiarity with Environment Social Governance (ESG) investment frameworks; sustainability metrics is a plus.
• Knowledge of SQL or Python for financial data analysis is advantageous.
• Ability to work a hybrid schedule with majority on-site.
• Ability to work independently with minimal supervision as well as in a team environment.

Forest Lawn offers an excellent benefits package; details are provided during the recruiting process.

Drug testing policy:
Prior to beginning employment, all job applicants…