Job overview the financial analyst for the asset management team is responsible for conducting thorough financial analysis and modeling to support the organization's decision-making processes.
on a daily basis, this role involves analyzing financial data, preparing detailed reports, and providing insights to guide strategic planning and budgeting.
the primary objectives include identifying financial trends, evaluating investment opportunities, and ensuring accurate financial forecasting.
additionally, the financial analyst collaborates with various departments to optimize financial performance and support the achievement of the company's financial goals.
responsibilities
conduct financial forecasting and budgeting activities using established checklists and frameworks.
analyze financial data and create detailed reports in line with financial reporting guidelines.
evaluate investment opportunities and provide recommendations using investment appraisal frameworks.
monitor financial performance, identify trends, and perform variance and profitability analyses.
prepare financial models to support decision-making, following financial modeling guidelines.
collaborate with cross-functional teams to gather, validate, and analyze financial information.
ensure compliance with financial regulations, standards, and internal control requirements.
manage cash flow and assess financial health through structured financial statement analysis.
support capital expenditure decisions using evaluation templates and cost-benefit analysis tools.
track and report key performance metrics using dashboard templates and defined kpis.
knowledge & skills
proficiency in financial modeling and analysis tools, such as excel and argus.
strong understanding of financial statements, accounting principles, and investment analysis.
excellent analytical and problem-solving skills with attention to detail.
effective communication and presentation skills for conveying complex financial information.
ability to work collaboratively in a team environment and manage multiple tasks efficiently.
minimum of 2-3 years of relevant experience in financial analysis or a related field.
education & training
a bachelor's degree in finance, accounting, economics, or a related field is required.
professional certification such as cfa (chartered financial analyst) or cpa (certified public accountant) is preferred.