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  • Kansas City, MO
  • 65000 - 85000

Investment Analyst

Bell & Associates

Investment Analyst

$65-85k plus bonus and ESOP

Kansas City, MO

Bell & Associates, Inc. has partnered with our client to recruit an Investment Analyst to join their Accounting/Finance team. This Investment Analyst position will be supporting the growing investment activities of the company across a variety of asset classes, including strategies in cash & short-term investments, fixed income, public equities, alternatives, and other investments that are strategic to the business. This is a great opportunity to join one of KC’s premier companies and to position your career for high growth.

Responsibilities

  • Support and maintain Investment Policy Statements and supporting schedules for various investment portfolios, such as the Corporate Balance Sheet, Foundation, and Employee Stock Ownership Plan.
  • Prepare and maintain reporting on the investment portfolio performance and risk on a regular basis to be reviewed by company leadership.
  • Review and analyze performance of investments to develop actionable insights. Assist with preparing recommendations regarding portfolio activities and investment strategies to company leadership.
  • Leverage and maintain technology solutions, as applicable, to efficiently monitor and report investment portfolio performance and risk.
  • Evaluate prospective investment opportunities through in-depth financial modeling, market research, legal review, and other due diligence activities, including alternative assets such as real estate and private equity.
  • Review and perform research in overall capital markets and the industry and develop relevant conclusions to inform decisions on investments and corporate finance activities.
  • Coordinate with external investment advisors and investment managers to carry out investment plans.
  • Prepare and maintain cash flow forecasts to inform investment allocation recommendations.
  • Other duties as assigned.

Qualifications

  • Bachelor’s degree in Finance, Accounting, or Business is required.
  • Minimum of 3 years of experience in investment analysis and reporting, portfolio management, financial modeling, and/or other financial analysis
  • Ability to apply a range of software tools, including models, spreadsheets, and databases, to perform analysis and communicate findings in a compelling way.
  • Ability to clearly communicate both verbal and written technical information.
  • Strong attention to detail and the ability to follow complex requests.
  • Progress towards an advanced degree or designation, such as an MBA or Chartered Financial Analyst (CFA) is desirable, but not required.
  • Experience in private equity, venture capital, M&A, and/or real estate is desirable, but not required.
  • Expert in Microsoft Word, Excel, and Power Point.

Bell & Associates, Inc. was recently recognized by Forbes list of Best Professional Recruiting Firms in America – https://www.forbes.com/best-professional-recruiting-firms/list/3/#tab:overall

BETTER TALENT. BETTER OPPORTUNITY. FIND IT HERE.

Bell & Associates, Inc. is a recognized Executive Recruiting & Staffing leader based in Kansas City. We focus and specialize in the following practice areas – Accounting/Finance, Engineering, Executive Leadership, Financial Institutions, Healthcare, Human Resources, Information Technology, Manufacturing/Operations Management. We provide top talent to our clients on a Direct Hire, Contract, and Contract-to-Hire basis.

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