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Investment Analyst
Job in
New York, New York County, New York, 10261, USA
Listed on 2026-10-05
Listing for:
Thor Equities
Full Time
position Listed on 2026-10-05
Job specializations:
-
Finance & Banking
Portfolio & Asset Management, Financial Analyst, Financial Advisor / Consultant, Risk Manager/Analyst
Job Description & How to Apply Below
- 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
- 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
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