Description We are on the lookout for an Investment Analyst in Memphis, Tennessee, 38119, United States. The chosen candidate will be part of a dynamic team, focusing on investment analysis and credit management. This role involves an in-depth understanding of capital management and customer service, as well as proficiency in using various software tools such as Bloomberg Terminal, CapEx, Capital IQ, CRM, and Microsoft Excel.

Responsibilities:

• Conduct comprehensive investment analysis to evaluate potential investment opportunities and risks.

• Utilize Bloomberg Terminal, CapEx, Capital IQ, and other analytical tools to support investment decisions.

• Manage customer credit applications, ensuring all documentation is accurate and up-to-date.

• Handle customer service inquiries related to credit and investments, providing prompt and accurate responses.

• Carry out due diligence for potential investment opportunities, assessing financial and operational risks.

• Use Microsoft Excel for financial modeling, investment valuation, and data analysis.

• Monitor customer credit accounts, identifying and addressing any issues in a timely manner.

• Collaborate with the capital management team to manage the company's capital efficiently and effectively.

• Maintain accurate records of all investment transactions, credit applications, and customer interactions.

• Develop and implement strategies to collect delinquent payments, maintaining a balance between customer service and credit control. Requirements • Proficiency in the use of Bloomberg Terminal for financial analysis and data management.

• Demonstrated experience in CapEx (Capital Expenditure) planning and execution.

• Knowledge of Capital IQ platform for in-depth financial research.

• Experience with CRM (Customer Relationship Management) systems for managing client relationships and interactions.

• Advanced skills in Microsoft Excel for data manipulation and financial modeling.

• Proven expertise in Capital Management strategies and techniques.

• Understanding of Credit analysis and risk assessment.

• Excellent Customer Service skills to manage and enhance client relationships.

• Ability to handle Documentation tasks related to investment analysis and reporting.

• Experience in conducting Due Diligence for potential investment opportunities.

Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

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All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.

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