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Forest Lawn Memorial Parks and Mortuaries · 5 days ago

Sr. Investment Modeling Financial Analyst

Glendale, CA

Full-time

Onsite

Senior Level

$115K/yr - $150K/yr

5+ years exp

Forest Lawn Memorial Parks and Mortuaries is seeking a Senior Investment Financial Analyst to conduct in-depth investment research and financial modeling to support capital allocation decisions. The role focuses on analyzing financial performance, providing insights for portfolio optimization, and collaborating with senior leadership for strategic decision-making.

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Responsibilities

Conduct quantitative and qualitative investment analysis on current and prospective opportunities including equities, fixed income, private equity, real assets, and alternative investments

Build and maintain detailed financial models, scenario analyses, and valuation assessments, such as discounted cash flow (DCF), leverage buy-out (LBO), and comparables

Evaluate the financial performance of investments and generate actionable insights for portfolio optimization

Research and prepare economic reports to analyze the rate of return, depreciation, working capital requirements, investment opportunities, investment performance, and impact of governmental requirements

Monitor market trends, economic indicators, and industry developments to inform best investment strategy

Evaluate the funding of future business projects

Collaborate with senior leadership to support strategic decision-making, capital allocation, and risk management

Prepare investment memos, presentations, and reports for internal stakeholders and investment committees. Make recommendations to management regarding proper investment opportunities

Interface with various departments to gain an understanding of activity presented on statements whether monthly, quarterly, etc

Support the process of gathering/collecting documents necessary for tax return preparation. Plan and lead special projects to completion

Research and prepare operational/workflow analysis including appropriate flowcharting and other data visualizations to facilitate effective communication

Prepare clear and concise written reports, analyses, and presentations using Microsoft Word, Excel, PowerPoint, and other visualization applications to present information and data in a meaningful way

Conduct special studies to analyze complex financial actions and prepare recommendations for policy, procedure, control, or action initiatives

Analyze financial information to determine present and future financial performance. Identify trends and recommend improvements to inform business strategy

Direct preparation of studies, reports, and analyses in areas such as budgets, financial plans, governmental requirements, statistical reports, cash flow projections, and business forecasts

Establish databases of pertinent information for use in analyzing future plans and forecasts

Manage multiple projects with a high degree of organization, timely execution, and in alignment with strategic objectives

Provide mentorship and guidance to junior analysts, contribute to process improvements, and best practices

Participate and facilitate in a collaborative environment where information and skillsets are shared

Qualification

Financial modelingInvestment analysisExcel proficiencyChartered Financial Analyst (CFA)Data analysis toolsPortfolio managementSQLPythonFamiliarityWritten communicationVerbal communicationAttention to detailTeam collaborationProject management

Required

Bachelor's degree in Finance, Economics, Accounting, or related field required

Minimum 5–7 years of experience in investment analysis, corporate finance, or asset management required

Strong proficiency in Excel, financial and investment modeling, and data analysis tools, such as Tableau, Power BI, Bloomberg, and Capital IQ

Excellent written and verbal communication skills with the ability to present complex financial concepts clearly using presentation tools, such as Power Point

High attention to detail, analytical rigor, and ability to manage multiple projects in a fast-paced environment

Experience in portfolio management, investment policy development, or institutional investing

Ability to work on-site

Ability to work independently with minimal supervision as well as in a team environment