Investment Analyst

Position Overview

Job titleInvestment Analyst
Office locationTBD (USA-based)
Reports toChief Investment Officer–US/ Head of Enforcement
Key relationships / stakeholdersUSA and Canada investment teams, EMEA Enforcement team, Global Director of Distressed Debt

Key role responsibilities


  • Build relationships and trust with relevant stakeholders
  • Assist in the collection, integration and analysis of data that feeds into Omni Bridgeway’s investment monitoring and decision-making processes
  • Provide excel models and analysis to Investment Management stakeholders, analyzing investments at various stages of their lifecycle (before, during and after) to determine their quantitative potential
  • Provide ad-hoc reporting and analysis to the business, as required
  • Prepare presentations, as required
  • Assist with budget and forecast preparation and modelling
  • Assist with the half-yearly and yearly results periods, as required
  • Prepare documents to support management and Board information requests
  • Work with IT and IT development teams to help provide investment analysis tools and information to the business
  • Run and perform process improvement initiatives, as required

Required experience

  • At least two years’ experience in a similar role

Required education and qualifications

  • Relevant finance or mathematical degree

Omni Bridgeway Values and Characteristics

Our Values

  • Transparency
  • Accountability
  • Rigor
  • Entrepreneurship
  • Collaboration