Investment Analyst
Develop and write investment proposals for equity and debt transactions to be presented to the Investment Director and Impact Investment Committee. Work cross functionally with VFI Risk, Impact, Strategy and Regional teams to complete market and entity level assessments of investment risk/return/impact profile. Derivatives and portfolio are marked to market appropriately. Help design and utilize financial modeling to assess valuation. Prepare monthly settlement instructions for all derivatives and act as liaison with WVI Treasury and hedge counterparties. Reconcile all hedge activity against VFI records. Periodically review performance and risk across all investments. Attend and contribute to Investment Capital Management (ICM) calls. Instruct wire payments as requested for VFI lending and investment transactions.
3+ years direct financial analysis experience, ideally in banking or related investing or lending practices.
Theoretical knowledge of and/or experience with foreign currency risk and hedging.
Masters Degree (MBA, MS Accounting, etc) and/or professional certification (CPA/CFA) preferred
Experience working with colleagues in different languages and timezones.
Time Management
Analytical skills
MS Excel
Presentation skills
Influencing skills
Adaptable
Process Improvement
Verbal communication
Detail Oriented
written communication
Organizational skills
According to JobzMall, the average salary range for a Investment Analyst in 800 W Chestnut Ave, Monrovia, CA 91016, USA is $53,000 - $87,000 per year. This salary range can vary depending on the company, experience level, and other factors.
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