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Investment Analyst
Job in
Lexington, Fayette County, Kentucky, 40598, USA
Listed on 2026-01-04
Listing for:
Vaco Recruiter Services
Full Time
position Listed on 2026-01-04
Job specializations:
-
Finance & Banking
Financial Analyst, Financial Consultant -
Business
Financial Analyst
Job Description & How to Apply Below
Investment Analyst – Job Description Overview
The Investment Analyst supports investment decision‑making by conducting financial analysis, market research, and valuation modeling. This role evaluates potential investments, monitors portfolio performance, and provides insights to senior investment professionals.
Key Responsibilities- Analyze financial statements, cash flows, and key performance metrics
- Build and maintain financial models (DCF, comparable companies, precedent transactions)
- Conduct market, industry, and company‑specific research
- Evaluate potential investment opportunities and risks
- Prepare investment memos, presentations, and reports for internal stakeholders
- Monitor existing investments and track performance against expectations
- Assist with due diligence processes
- Stay informed on market trends, economic indicators, and regulatory changes
- Bachelor’s degree in Finance, Accounting, Economics, or a related field
- Strong financial modeling and valuation skills
- Proficiency in Excel; experience with PowerPoint and financial databases is a plus
- Strong analytical, quantitative, and problem‑solving skills
- Ability to synthesize complex data into clear insights
- Excellent written and verbal communication skills
- 1–3 years of experience in investment analysis, banking, consulting, or asset management
- Progress toward or completion of CFA designation
- Experience with equity research, private equity, or portfolio management
- Attention to detail
- Strong time management and organizational skills
- Ability to work independently and in team environments
- Intellectual curiosity and interest in financial markets
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