CapitexAI
Investment Analyst | Remote
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Investment Analyst
Role Overview Support the senior investment team by organizing portfolio data, producing performance analyses, and ensuring analytical outputs are accurate and ready for senior review.
$150 per hour | 10-40 hrs/week | Remote
Key Responsibilities
- Clean, organize, and reconcile holdings data across public and private investments.
- Gather and validate market data, company information, and benchmark data.
- Calculate performance, risk metrics, and asset-class exposures.
- Support private-company valuation and financial-modeling work.
- Produce tables, charts, and exhibits for investment presentations.
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Core Requirements
- Have strong relevant experience in the domain.
- Experience in both Investment Banking and buy-side investing.
- Buy-side experience within Private Equity or a Hedge Fund preferred.
- Strong Excel skills and experience with financial models and large datasets.
- Understanding of financial statements, valuation, and investment research.
Additional Strengths
- Strong analytical approach to reviewing and improving professional content.
- High level of consistency when assessing technical and transactional accuracy.
- Comfortable managing deliverables with minimal supervision.
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Application Process
- Apply through the Easy Apply button to submit your application.
- Applications will be carefully reviewed in line with the role requirements.
- Eligible applicants will be contacted via email with instructions for the next stage.
- Follow the instructions in the email to complete the remaining application requirements.
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