Investment Analyst (looking for public accounting) Job at Robert Half, Dallas, TX

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  • Robert Half
  • Dallas, TX

Job Description

Investment Analyst (looking for public accounting)

Chris Willhite, CPA with Robert Half has teamed up with a large investment firm to source an Investment Analyst. The role will handle all aspects of investment analysis including strategy, financial modeling, due diligence, and presentation. The ideal candidate either comes from investment banking or a large, national CPA firm.

Please email your profile to Chris.Willhite@RobertHalf.com.

Here is more on the opportunity:

Conduct market analyses to evaluate market potential for development of proposed projects

Evaluate financial feasibility of proposed projects

Analyze investment opportunities to develop strategic business plans to facilitate restructuring of financially troubled operations

Work with federal, state and local regulatory agencies to determine applicable statutes, licensing and registration requirements related to proposed developments

Communicate with key decision-makers

Present key findings of feasibility analyses to executive management

Assist executive management with development of business and strategic plans, proposals and presentations

Participate with project and task-oriented initiatives

Handle other responsibilities as assigned

Education and Experience Required

Bachelor’s Degree with a concentration in Accounting or Finance from a highly regarded university

Master’s degree preferred

Minimum of two years’ business experience including financial analysis, accounting and operations

Client service experience is preferred

Knowledge, Skills, and Abilities Required

Proficient in Microsoft Excel, Word, PowerPoint and Outlook; overall strong computer literacy

Analytical and problem-solving skills

Basic financial modeling skills

Interpersonal, oral and written communication skills

Strong organization skills and ability to manage complex tasks and issues concurrently

Demonstrate flexibility and positive client- service attitude

Self-starter capable of working independently

Please email your profile to Chris.Willhite@RobertHalf.com.

Job Tags

Local area,

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