Financial Analyst

Montegallo is a private investment firm focused on identifying and managing high-quality investment opportunities that generate long-term value. We combine disciplined research with a data-driven approach to make informed investment decisions across multiple asset classes.

Position Overview

Montegallo is seeking a motivated Junior Investment Analyst to support our investment team through financial analysis, market research, and due diligence. This is an excellent opportunity for an early-career finance professional looking to build a strong foundation in investment management while working alongside experienced industry leaders.

Responsibilities

• Research industries, companies, and market trends.
• Analyze financial statements and investment opportunities.
• Build and maintain financial models and valuation analyses.
• Assist with due diligence and investment reporting.
• Monitor portfolio performance and prepare investment presentations.
• Support senior analysts and investment leadership on strategic initiatives.

Qualifications

• Bachelor's degree in Finance, Economics, Accounting, or a related field.
• 0–2 years of experience in finance, investment analysis, or accounting.
• Strong analytical and quantitative skills.
• Advanced Microsoft Excel proficiency.
• Excellent attention to detail and communication skills.
• Interest in financial markets and long-term investing.