Investment Analyst

Bethesda, MD
• Salary will be based on experience, $65,000-$120,000 commensurate with experience
May 18, 2018
Jun 17, 2018
Industry Sector
Finance - General
Employment Type
Full Time

Position Description

Title: Investment Analyst

Reports to: Director of Research

Benefits: Yes

Status: Full time

Date: May 16, 2018

Job Summary

Experienced Investment Analyst to undertake financial research and report on prospective investment avenues. The successful candidate will study how an investment is likely to perform and how sustainable it is. You will participate in our portfolio-management strategy by providing the necessary data for our decision making process.


Duties and Responsibilities 

The Analyst can expect to focus in the following areas:

  • evaluating macroeconomic data
  • researching companies
  • analyzing income statements, balance sheets, and cash flow statements
  • utilizing press releases, earnings conference calls, company presentations, and financial filings (10Qs, 10Ks, etc.) to evaluate corporate strategy
  • creating financial statement pro formas and constructing valuation models
  • writing financial research summaries
  • making informed recommendations


The Analyst position typically requires the following qualifications:

  • Proven work experience in financial analysis, with a preference for investment research and analysis (2-3 years minimum)
  • Solid understanding of financial modeling, statistics and economics
  • Strong use of Bloomberg, Excel and other financial analysis software
  • Excellent quantitative and qualitative analytical skills
  • Familiarity with and experience in the use of risk models and quantitative portfolio management techniques
  • Experience working in a team environment where they have developed and honed problem solving and communication skills
  • Strong, relevant academic credentials (BA/MS) in quantitative analysis (economics, accounting, finance, math, engineering, etc.) or qualitative analysis (journalism, psychology or related field)
  • MBA candidate and/or progress toward the Chartered Financial Analyst (CFA) designation
  • Interest and/or experience in a particular industry (technology, energy, telecoms, utilities, etc.) also a plus

Pay/benefits are competitive based on industry standards.

  • Salary will be based on experience, $65,000-$120,000 commensurate with experience
  • Benefits include dental, vision, health care, 401(k)
  • Partial and/or full financial support for professional accreditation/continuing education requirements and other professional/leadership development opportunities available


FBB Capital Partners is an Equal Opportunity Employer