Inventory Analyst
Robert Half - Exton, PA
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Description We have partnered with a financial service company on their search for an Investment Analyst with proven experience extracting and manipulating financial data. This role will consist of analyzing financial data, evaluating investment opportunities, and providing revenue generating insights to support investment decision-making. In addition to conducting comprehensive financial analysis of companies, industries, and markets you will also, perform extensive research, assist with financial modeling, complete risk assessments to help maximize investment returns, and collaborate with portfolio managers, research teams, and other stakeholders to contribute to investment strategies. Major Responsibilities u00b7 Provide financial analysis, forecasting and reporting u00b7 Develop strategic initiatives u00b7 Budgeting & Forecasting u00b7 Variance Analysis u00b7 Generate periodic asset allocation reports u00b7 Maintain knowledge of regulations and policies u00b7 Integrate financial data u00b7 Prepare financial reports with key metrics u00b7 Establish financial trends and make recommendations u00b7 Resolve data discrepancies u00b7 Ensure compliance with relevant financial regulations Requirements The ideal Investment Analyst will have a Bachelors degree in Finance or Economics. Other requirements for the Investment Analyst role include and are not limited to: u00b7 1-3 years of experience, Big 4 consulting or commercial + mixed use of real estate experience u00b7 Strong understanding of financial markets, valuation methodologies, and investment principles u00b7 Advanced proficiency in Excel and financial modeling; familiarity with Bloomberg, Capital IQ, or Argus u00b7 Excellent written and verbal communication skills For more information on this Investment Analyst role and other full time accounting and finance opportunities, please contact us at 484.214.2365 and reference JO#03710-0013349949. Robert Half is the worldu2019s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles. Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app ( and get 1-tap apply, notifications of AI-matched jobs, and much more. All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information. u00a9 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking u201cApply Now,u201d youu2019re agreeing to Robert Halfu2019s Terms of Use (.
Created: 2025-12-12