Investment Analyst

Investment Analyst

SAI Certinvest, the first independent asset manager on the Romanian capital market, with a history of more than 28 years, is developing the Investment Department team.

We are looking for a colleague who will have the role of actively participating in investment decision making, together with the dedicated team. The Investment Analyst position is a dynamic one and we will tell you very openly what your contribution will be:

Responsibilities

• Analyze the financial statements of potential investment targets and portfolio companies;
• Create and develop financial models to evaluate investments;
• Prepare financial presentation documents to potential and current investors on specific investments;
• Periodically analyze the financial statements of portfolio companies in order to identify the risks and rewards of investing in the financial instruments in question;
• Monitor the capital markets to identify the positioning of the evaluated company in both local and international markets;
• Make improvements to the investment strategy in line with the company’s strategy and develop the evaluation criteria for potential projects;
• Participate in the investment committee with other analysts and portfolio managers and prepare documents and reports related to investment activity;
• Update relevant information on internal and external economic trends and events, as well as the latest news from the financial markets;
• Comply with the standards of financial regulators;
• Maintain relations with certain institutions involved in the financial markets.

Skills

• Graduate in finance or another quantitative discipline;
• Masters in finance or completion of/enrollment in CFA Program is a plus;
• Minimum 2 years of experience in the financial market is a significant advantage;
• Theoretical knowledge of fundamental company analysis and strategies;
• IT knowledge: Financial Modelling in Excel, Bloomberg; any other econometric software is an advantage;
• Ability to analyze, evaluate, correlate and synthesize information;
• English – advanced level, written and spoken.

Benefits

• Competitive salary package;
• Continuous professional development in capital markets and leadership;
• Private health network membership, extended to the whole family;
• Meal vouchers;
• Additional leave days, depending on length of service, as per legal framework;
• Membership to the fitness studio in the office building;
• Pleasant working environment and opportunity to work in a dynamic team.