Investment Analyst

Job in Rochester, Olmsted County, Minnesota, 55905, USA

Listing for: Wenna Holdings Inc.

Full Time position
Listed on 2026-08-13

Job specializations:

Finance & Banking
Financial Analyst, Financial Advisor / Consultant, Portfolio & Asset Management, Capital Markets

Salary/Wage Range or Industry Benchmark: 70000 - 100000 USD Yearly USD 70000.00 100000.00 YEAR

As an Investment Analyst at Wenna Holdings Inc., you will play a critical role in our capital allocation process. You will work closely with senior leadership to evaluate market opportunities, build financial models, and monitor portfolio performance.

Responsibilities

Perform deep-dive fundamental analysis on prospective and existing investments.
Develop and maintain complex financial models and valuation frameworks.
Monitor macroeconomic trends and sector-specific developments.
Prepare detailed investment memos and present findings to the investment committee.
Assist in the continuous optimization of portfolio risk-adjusted returns.

Qualifications

Bachelor’s degree in Finance, Economics, Mathematics, or related field.
2-4 years of experience in investment banking, equity research, or asset management.
Exceptional financial modeling and analytical skills.
Strong understanding of capital markets and corporate finance.
Excellent written and verbal communication abilities.

Preferred Skills

CFA designation or progress towards it.
Experience with Bloomberg, Fact Set, or similar financial data platforms.
Proficiency in Python or SQL for data analysis.

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