Business and Financial Analyst
Position: Financial Analyst
Location: Nashville, Tennessee
Reports to: Director of Analytics
FLSA Status: Exempt
Mission:
The core mission of the Financial Analyst is to provide support to both the Director of Analytics and CEO. The Financial Analyst will be expected to multitask between finance, operations and client facing business development. The underwriting process and financial concepts that make an opportunity commercially viable are technical, and therefore critical thinking, attention to detail, and the ability to work as part of disciplined team is critically important.
Accountabilities:
1. Analyze individual universal life insurance policies and portfolios of life insurance policies for potential transactions on behalf of individual and institutional investors in the life settlement industry
2. Producing, distributing, and presenting reports to clients and the CEO multiple times a week
3. Meet with the CEO on a regular basis to develop strategies on each potential transaction to identify the best course of action and appropriate capital source
4. To continuously build skillset in order to improve internal models
5. Build training materials and an overall development plan for the Analytics team within first 3 months
Key Competencies:
· Strategy + Execution
· Highly organized
· Flexible
· Strong critical thought and understanding of risk from an investment perspective
· Interest in alternate investments and niche markets is strongly preferred
· Resourcefulness
· Ability to understand new businesses based on a strong fundamental understanding of finance as it relates to various industries
Technical Skills:
· Advanced knowledge of Excel/VBA
· Advanced knowledge of financial modeling
· Knowledge of financial principles (DCF/NPV calculations, etc.)
· Basic knowledge of actuarial principles
Values:
· Desire to excel, persevere, learn and innovate
· Curiosity and Integrity
· Servant Leadership
· Devoted Communication
· Continuous Improvement
· Energy/Drive
Qualifications:
· Minimum Bachelor’s degree in Business, Finance, Economics, or a related field
Certificates, Licenses and Registrations:
· None
Physical Demand:
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
- Ability to sit at a computer for a long period of time
- Standing, walking, talking, sitting, hearing