Senior Financial Analyst

Company Description

Arieli Group partners in building the next generation of technologies and entrepreneurs. With its global presence and offices in the United States, Israel, and Europe, Arieli harnesses a unique combination of investment, innovative practices, and community. Arieli Group invests in DeepTech and GenAI technologies across sectors, including Cybersecurity and Defense, Healthcare, Agritech, Fintech, and Energy.

Role Description

The Senior Financial Analyst will play a key role in managing and analysing the company’s portfolio. This position involves conducting in-depth financial analysis, preparing investment reports, and supporting decision-making on asset allocation and portfolio performance. The analyst will work closely with senior management to drive strategic investment initiatives and ensure the company’s financial goals are met.

Role Responsibilities:

• Conduct detailed financial analysis on current and prospective investments across various asset classes (equities, fixed income, real estate, private equity, etc.).
• Prepare and present comprehensive reports on portfolio performance, investment memos, decks, and fundraising materials to partners and external teams.
• Support the development of long-term investment strategies tailored to the group’s goals, risk tolerance, and liquidity needs.
• Monitor and evaluate financial markets to identify investment opportunities aligned with the group’s objectives.
• Develop and maintain financial models to project portfolio performance under various scenarios.
• Monitor key performance indicators (KPIs) for the portfolio and present findings to senior management.
• Collaborate with the investment team to evaluate new opportunities, including conducting due diligence on private and alternative investments.

Qualifications/ Skills:

• 4+ years of experience in financial analysis, investment management, or a similar role within an investment, private equity, or asset management firm.
• Strong knowledge of financial markets, asset allocation strategies, and various investment vehicles.
• Advanced financial modelling, analytical, and valuation skills.
• Excellent communication and presentation abilities, with the capacity to convey complex financial information clearly.
• Professional level English.