Investment Analyst

Clayton, Missouri, United States

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Not SpecifiedCompensation

Entry Level & New Grad, Junior (1 to 2 years)Experience Level

Full TimeJob Type

UnknownVisa

Financial Services, Investment Management, Wealth ManagementIndustries

Requirements

Candidates must possess a Bachelor's degree in Finance, Economics, or a related field and have 0-3 years of relevant experience in investment analysis or financial services. A FINRA Series 65 license is required, along with active progress towards or completion of the CFA designation. Proficiency in Microsoft Office, especially Excel and PowerPoint, is necessary, and familiarity with Morningstar Direct and Bloomberg Terminal is advantageous. Authorization to work in the United States is mandatory.

Responsibilities

The Investment Analyst will conduct investment research and analysis to support client portfolio decisions, preparing reports and presentations using Morningstar Direct, Bloomberg, and Excel. They will collaborate with senior team members on investment opportunities and market trends, maintain financial models and investment documentation, and assist with client portfolio reviews and proposals. The role also involves performing due diligence on investment products, monitoring macroeconomic indicators, drafting internal memos, coordinating with compliance and operations teams, and executing trades and banking transactions.

Skills

Investment Research

Financial Analysis

Portfolio Management

Morningstar Direct

Bloomberg

Excel

Financial Modeling

Due Diligence

Macroeconomic Analysis

Client Relations

Monta

Manages electric vehicle charging stations

About Monta

Monta operates in the electric vehicle (EV) charging sector, providing a solution for managing EV charging stations. The company offers a Charge Point Management System (CPMS) that simplifies the installation, management, and operation of charging points for various clients, including workplaces, commercial businesses, and municipalities. This system allows clients to control access to their charging stations, manage energy usage, collect charging data, and provide multiple payment options. Monta's software-only approach gives it flexibility to meet diverse client needs without requiring different systems. This focus on business-to-business sales and its success in winning tenders distinguishes Monta from its competitors. The company's goal is to support the growth of the EV market by offering comprehensive and efficient management solutions for charging stations.

Copenhagen, DenmarkHeadquarters

2020Year Founded

$139.1MTotal Funding

SERIES_BCompany Stage

Automotive & Transportation, EnergyIndustries

201-500Employees

Risks

Increased competition in the U.S. market could hinder Monta's expansion efforts.

Potential regulatory changes in the U.S. may impact Monta's operations.

Reliance on partnerships poses risks if they do not yield expected results.

Differentiation

Monta offers a comprehensive software-only solution for managing EV charging stations.

The company focuses on B2B sales, targeting fleets, workplaces, and municipalities.

Monta's Charge Point Management System provides exclusive energy management features.

Upsides

Monta's expansion into the U.S. market opens new growth opportunities.

The partnership with Tesla enhances Monta's home charging solutions for corporate fleets.

Rising demand for workplace EV charging solutions supports Monta's business model.

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