Objective: To support the company’s AI based investment decision-making SaaS product that enables analysts to become super-analysts.
Key Responsibilities:
- Knowledge of existing systems like Bloomberg, Solovis, Caissa, Burgiss, Barra, Alphasense, FactSet, Pitchbook, Preqin, CapitalIQ
- Analyze financial data and create financial models to support creation of SaaS based decision-making system
- Evaluate company & fund financial statements, investment memos, reports
- Frame recommendations based on quantitative and qualitative analysis into the AI based decision-making system
- Collaborate with the product team to align investment strategies with product offerings.
Required Qualifications:
- Bachelor’s degree in Finance, Economics, or a related field; a Master’s degree is a plus.
- Proven experience (at least 7 years) as an Investment Analyst, preferably for institutional investors
- Strong understanding of one of capital markets, pension funds, private equity or venture capital,.
- Proficiency in financial modeling, statistical analysis, and investment software.
- Excellent analytical, quantitative, and problem-solving skills.
Desired Skills:
- Ability to work in a fast-paced startup environment
- Strong communication and presentation skills.
- Detail-oriented with a passion for technology and innovation.