Finance Investment Analyst Jobs

Finance & Investment Analyst

About This Opportunity We are seeking a highly organized and analytical Finance \& Investment Analyst to support a senior executive in managing personal finances, investment activities, and strategic financial initiatives. This role combines accounting, financial analysis, investment tracking, and executive support responsibilities. The ideal candidate is comfortable working with confidential financial information, maintaining accurate records, analyzing investment performance, and preparing financial reports that support informed decision-making. Key Responsibilities * Prepare financial reports, analyses, and executive-level summaries to support strategic decision-making. * Monitor investment portfolios, track asset performance, and provide regular reporting on key financial metrics. * Conduct market research and evaluate investment opportunities through financial and industry analysis. * Assist with budgeting, cash flow forecasting, and financial planning initiatives. * Reconcile financial accounts and maintain accurate records, documentation, and reporting. * Coordinate with financial advisors, accountants, tax professionals, and other external stakeholders. * Support special projects, ad hoc analyses, and other finance-related initiatives. Working Conditions * This is a full-time, office-based position in a modern, cozy environment in our Fort Lauderdale HQ. * Our standard working hours are Monday to Friday, 9:00 AM to 6:00 PM, promoting a healthy work-life balance. Skills \& Qualifications * Bachelor’s degree in Finance, Accounting, Economics, or a related field, with 2-5 years of experience in financial analysis, accounting, investment operations or a similar finance-related role. * Experience supporting senior executives and business leadership, with the ability to handle confidential financial information. * Strong understanding of investment portfolios, financial markets, and asset performance analysis, including portfolio monitoring, reporting, and financial data interpretation. * Proficiency in financial and accounting software as well as advanced Excel skills. * Experience with budgeting, cash flow analysis, financial forecasting, financial reporting, and coordination with external advisors and financial professionals. What We Offer | Career and Culture * Company Culture: Inclusive, supportive company culture where you are not a number, but a voice that's heard and brings value. * Growth Path: Defined paid training and clear pathways for career development. * Benefits: Comprehensive benefits package including PTO, sick days, paid volunteer hours, medical, dental, vision insurance, and 401(k). Take the first step towards a rewarding career in the mortgage industry with AD Mortgage. Our professional Recruitment team will reach out to you shortly! Connect with us : Explore our social media to get a sense of our rich corporate culture. YouTube Instagram TikTok We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform crucial job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation. AD Mortgage is a broker-voted Top 5 U.S. wholesale lender, and recognized as a top Non-QM lender in the U.S. With 20 years in the industry, we offer a full range of loan programs, including DSCR, Bank Statement, FHA, and Conventional loans.

Investment Banking Analyst - Financial Services - Specialty Finance

From $110,000/yr

Job Description At Piper Sandler, we connect capital with opportunity to build a better future. We believe that diverse teams with unique backgrounds, skills and experiences yield more innovative solutions. This is reflected in our commitment to engage, hire, and retain bright, committed people to work in partnership within an inclusive environment that allows each person to achieve personal success and add value to our teams and communities. We are currently looking for an experienced analyst to join our Specialty Finance Investment Banking team within the Financial Services group in our Charlotte, NC office. The Analyst can expect to receive immediate exposure to a variety of capital raising transactions, and other strategic advisory projects, and provide significant, long-term growth potential and career advancement opportunities. On a Day-to-day Basis Our Analysts * Provide critical support during all phases of transaction execution * Create market related materials and closely track both public and private companies * Build financial models, perform valuation analyses and investor targeting * Conduct industry- and company-specific research * Interface directly with clients and senior bankers * Develop a versatile skillset that will serve as a strong foundation for achieving career goals A Successful Candidate Will Possess The Following Characteristics * 1+ years of Investment Banking or related financial experience * Strong work ethic, with an ability to work in a fast-paced environment, multi-task, and learn quickly * Detail-oriented and analytical mindset * Strong verbal and written communication skills * Previous experience with financial modeling or formal training * Positive attitude with a desire to work with and contribute to the culture of a close-knit team * Bachelor’s degree in finance, business, economics, or other related degrees preferred * U.S. work eligibility is required * You must be work authorized in the United States on a full-time basis without the need for employer sponsorship now or in the future. For this role, we cannot offer employment to F-1 (student) visa holders who require employer sponsorship in the future or cannot work now on a full-time basis. As a leading investment bank, we enable growth and success for our clients through deep sector expertise, candid advice and a differentiated, highly productive culture. Our investment banking clients have access to unparalleled guidance through our deep product and sector expertise and ready access to global capital. We take pride in providing our clients with thoughtful advice and diligent execution, no matter the economic environment. Our investment banking group partners with corporate clients and financial sponsors to provide advisory and financing services related to mergers and acquisitions, equity and debt capital markets, private placements, restructuring and corporate \& venture services. We offer in-depth knowledge and industry relationships in our core sectors of chemicals, consumer, services \& industrials, energy \& power, financial services, healthcare and technology. Learn more about our investment banking team here. Piper Sandler values a strong culture dedicated to the emotional and physical well-being of our employees. Learn more about our commitment to our employee’s health, well-being, our benefits program and how we are here for our employees and their families today, tomorrow and beyond here. The anticipated starting salary range for individuals expressing interest in this position is $110,000 - $125,000 per year. Placement within this range is dependent upon level of experience, location and other factors. This position is eligible for annual incentive compensation which will be a part of the total compensation. Total compensation for this position will be competitive with the market. All qualified applicants will receive consideration for employment without regard to race, color, creed, religion, sex, sexual orientation, gender identity, national origin, disability, age, marital status, status as a protected veteran or status with regard to public assistance.