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Investment Analyst
Investment AnalystVirtualVocations • Houston, Texas, United States
Investment Analyst

Investment Analyst

VirtualVocations • Houston, Texas, United States
[job_card.30_days_ago]
[job_preview.job_type]
  • [job_card.full_time]
[job_card.job_description]

A company is looking for an Investment Reporting and Valuations Analyst.

Key Responsibilities

Prepare recurring investment reports and materials for stakeholders

Support reporting for alternative and private market assets, including data gathering and checks

Assist with the valuation process, including validations and reconciliation of market data

Required Qualifications

Bachelor's degree in Finance, Accounting, Economics, Statistics, or related field preferred

0-3 years of relevant experience, including internships or academic projects

Exposure to investment concepts and financial reporting

Prior experience in reporting or investment valuation is beneficial but not required

Willingness to learn and expand technical capabilities, including tools like PowerBI and SQL

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