Tech Investment Finance Analyst Hybrid Role

Amatriot Group, LLC

HybridCareer-pivot friendly

Why this role

Pace

Steady

The fast-paced nature of investment management suggests that the work environment will be dynamic, with the analyst needing to manage multiple tasks and deadlines efficiently.

Collaboration

Medium

Given the requirement to support investment management in various capacities, the role likely involves frequent interaction and collaboration with other finance and investment professionals.

Autonomy

High

The hybrid work model provides flexibility, indicating a level of autonomy in managing work hours and location, while still requiring strong communication skills to stay aligned with team objectives.

Decision Impact

Team

The ability to identify opportunities for financial improvements implies that the analyst will have a significant impact on financial strategies and decisions within the firm.

Role Level

Individual Contributor

The job requires a blend of financial analysis, reporting, and the ability to identify financial improvements, indicating a complex role that demands a broad skill set.

Career Pivot Friendly

Welcomes transferable skills

This role offers a strong foundation for individuals transitioning from roles such as financial analyst or accountant, as it builds on existing competencies in financial analysis and reporting.

Derived from job-description analysis by Serendipath's career intelligence engine.

What success looks like

Accurately manage accruals and financial reporting
Identify and implement financial improvements

Typical background

Bachelor's degree in Accounting or FinanceExperience in financial analysis or investment management

Transferable backgrounds

Coming from Financial Analyst at a mid-sized firm
financial analysis · reporting
The experience in financial analysis and reporting directly aligns with the responsibilities of the Tech Investment Finance Analyst role.
Coming from Accountant in a public accounting firm
accruals management · financial reporting
The skills in managing accruals and preparing financial reports are highly relevant to the tasks required in this investment finance role.

Skills & requirements

Required

Degree In Accounting Or FinanceStrong Communication SkillsCapability To Identify Opportunities For Financial Improvements

Preferred

Experience In Investment ManagementCPA Certification

Stack & domain

AccountingFinanceCommunicationInvestment ManagementFinancial Reporting

About the role

This role involves supporting investment management through financial analysis and reporting, making it ideal for someone with a background in finance or accounting who can identify opportunities for financial improvements and enjoys a mix of independent work and collaboration.

Original posting from Amatriot Group, LLC

A leading investment management firm in Dallas, Texas, is looking for a Financial Analyst to support investment management in various capacities including accruals management and financial reporting. This position offers a hybrid work model providing flexibility to work from home and in-office. The successful candidate must have a degree in Accounting or Finance and strong communication skills, along with the capability to identify opportunities for financial improvements. Competitive salary range from $70,000 to $110,000 is offered. #J-18808-Ljbffr

Source: Amatriot Group, LLC careers