Investment Due Diligence
Investment Due Diligence
Green Key Resources
New York, NY
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Responsibilities/Job Duties
- Perform independent investment research on assigned areas
- Examine and assess economic and market trends and investment portfolios
- Calculate risks and opportunities for potential and current clients
- Review previous investment decisions and evaluate the outcomes
- Conduct financial models for decision-making processes
- Compile data into reports and suggest improvements on new investment opportunities
- Analyze relevant legal documents when necessary
- Liaise with fund managers and other industry professionals
- Schedule and conduct meetings with clients and management
- Report discrepancies to team leaders when necessary
- Maintain up-to-date documentation of all investment relationships
- Bachelor’s Degree in Finance, Investment Banking, or Accounting
- At least two years of experience in a similar role
- In-depth knowledge of financial procedures and statistics
- Excellent quantitative and qualitative analytical skills
- Proficiency in data collection and analysis
- Strong research and writing abilities
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Seniority level
Mid-Senior level -
Employment type
Full-time -
Job function
Finance and Sales -
Industries
Staffing and Recruiting
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