Business Investment Analyst

Company: CNO Investments, LLC
Location: Durant
Posted on: August 4, 2022

Job Description:

Job Purpose or Objective(s): The Investment Analyst is responsible for collecting information, perform research, and analyze assets, such as stocks, bonds, currencies, and commodities. An investment analyst continuously collects and interprets data, such as company financial statements, price developments, currency adjustments, and yield fluctuations. Position reports to CEO and works in close collaboration with Choctaw Global stakeholders in evaluating and bringing meaningful projects to fruition. The candidate must possess the ability to clearly identify and communicate risk and reward in each investment opportunity, review or prepare market research and analysis, and assist with the preparation of investment recommendation packages and other reports and presentations. Primary Tasks:

• Assist in investment, acquisition, and development opportunities for Choctaw Global's growth strategy and maintain current knowledge of and seek out opportunities for acquisition and new development on a global scale.
• Identify locations and partnerships with potential, and subsequently pursuing viable options.
• Establish/maintain criteria to evaluate opportunities in order to conduct quality, high-integrity assessments for all newly identified opportunities.
• Understand debt financing and investment model structuring. Present complex financial structure and creative investment modeling confidently with superior communication and presentation skills.
• Evaluate potential opportunities with minimal oversight and provide sound recommendations to Executive Leadership on way forward.
• Works closely with Choctaw Global team through the various stages of design, acquisition, development, etc. to ensure maximum effectiveness of development talent.
• Perform due diligence and underwriting efforts related to investment projects.
• Execute new development projects within established timelines and budgets.
• Provide excellent customer service and follow-up within the organization and externally with potential and current partners.
• Provide support and analysis in the development of property business plans, including operational and capita budgeting and forecasting and assist in the review of individual property performance against budget and other benchmarks.
• Ability to detect trends early, and using niche expertise to find ways to capitalize on them
• Utilize superior organization and planning skills throughout all project phases.
• Develop and maintain financial models forecasting and analyzing cash flow, capital structure, acquisition/ disposition strategy, etc. for existing assets and new investments.
• Prepare investment memoranda to support financial analysis, analyze market conditions (macro and micro), and outline disposition strategy and investment returns. Required Education, Skills and Experience: MINIMUM
  • Bachelor's or master's degree with an emphasis in Finance, Accounting, Business or Economics
  • Strong financial acumen and analytical skills
  • Strong project management skills with exceptional attention to detail, organizational skills, and ability to multi-task
  • Excellent oral and written communication skills
  • Ability to work well independently as well as collaboratively
  • Motivated, enthusiastic, hard-working
  • Demonstrated confidence, maturity and proactive nature
  • High Proficiency in Microsoft Office (Excel in particular, PowerPoint, Outlook, Word)
  • Chartered Financial Analyst (CFA), Certified Investment Management Analyst (CIMA) TARGET
    • Master's Degree in Finance, Accounting Economics, or MBA
    • Advanced understanding of financial statements and financial analysis used in underwriting and making high-level investment decisions
    • Excellent verbal and written communication skills with ability to present analysis clearly and concisely
    • Effective decision-making skills and an ability to perform under deadline pressure
    • Ability to analyze qualitative and quantitative information and translate into strategic deliverables
    • High proficiency in Microsoft Office, with exceptional Excel skills The above-noted job description is not intended to describe, in detail, the multitude of tasks that may be assigned but rather to give the applicant a general sense of the responsibilities and expectations of this position. As the nature of business demands change so, too, may the essential functions of the position. EEO/AAP Statement We acknowledge and honor the fundamental value and dignity of all individuals. We pledge ourselves to crafting and maintaining an environment that respects diverse traditions, heritages, and experiences. Choctaw is an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
      
      
      
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Keywords: CNO Investments, LLC, Allen , Business Investment Analyst, Professions , Durant, Texas