Investment Lead (KMC)
| Job Title: | Investment Lead (KMC) |
| Our Client: | A Global Beauty Products Company |
| Country: | United States |
| Location: | Port Washington, NY |
| Specialisation: | Accounting & Finance |
| Salary: | $100,000-$200,000 |
| Job Reference: | 15999 |
| Contact Person: | Leah SHI Managing Consultant |
| Contact Email: | leah.shi@cesna.com |
| Job Published: | 2025-11-05 |
Position
Investment Lead
About Our Client
Job Summary
We are seeking a detail-oriented and analytical Investment Analyst to join our team. This role is responsible for supporting strategic financial decisions through research, modeling, and analysis of investment opportunities. The ideal candidate is proactive, financially savvy, and skilled at turning data into actionable insights to guide business growth and capital allocation.
Job Description
- Portfolio Management: Oversee the management of KMC’s surplus funds
- and the CEO’s personal financial assets, ensuring a balanced and strategic
- allocation across asset classes including equities, fixed income, and
- alternative investments such as commodities.
- - Investment Execution & Rebalancing: Execute investment strategies in
- alignment with capital market expectations and risk tolerance. Regularly
- rebalance portfolios to maintain target allocations and optimize
- performance amid changing market conditions.
- - Performance Monitoring & Reporting: Track and evaluate portfolio
- performance, benchmark results, and market indicators. Prepare
- comprehensive investment reports and presentations summarizing key
- insights, trends, and recommendations.
- - Fundamental & Financial Analysis: Analyze corporate financial disclosures
- such as 10-Qs and 10-Ks to assess the financial health, growth potential,
- and valuation of investment opportunities.
- - Market & Sector Outlook: Provide informed perspectives on economic
- cycle forecasts, market trends, and sector-specific opportunities?
- particularly in the IT and retail sectors?to guide investment decisions and
- asset allocation adjustments.
- - Alternative Investment Opportunities: Evaluate and recommend non
- traditional investments (e.g., commodities or structured products) to
- enhance portfolio diversification and returns.
- - Capital Market Networking: Leverage relationships and industry insights
- from investment banks and wealth management firms (e.g., Morgan
- Stanley, Goldman Sachs, Merrill Lynch) to access competitive financial
- products and secure favorable interest rates on low-risk assets such as CDs
- and treasury instruments.
- - Strategic Advisory: Offer data-driven guidance on investment policy, risk
- management, and capital deployment strategies to support long-term
- wealth growth and financial stability.
Qualifications
- Bilingual in English and Korean
- - Bachelor's degree in Accounting, Economics, or Business Administration
- related field
- - Exceptional analytical, quantitative, and problem-solving abilities.
- - Strong communication and presentation skills with attention to detail.
- - Ability to manage multiple priorities in a fast-paced environment.
- - High level of integrity, professionalism, and business judgment.
- - Excellent verbal and written communication abilities across all levels of an
- organization
- - Advanced Microsoft Excel skills. Experience with other financial systems.
What's On Offer
- Salary: DOE
- Insurance
- 401K
- Summer Fridays
Apply online or feel free to contact us directly for more information about the opportunity. Due to the high volume of applicant, we regret to inform that only shortlisted candidates will be notified. Thank you for your understanding.
Apply Now
