Financial Analyst/Manager

We are looking for an experienced Financial Analyst/Manager to help guide investment decisions and strengthen portfolio performance in Louisville, Kentucky. This role supports a broad range of asset classes and combines hands-on portfolio oversight with strategic analysis, forecasting, and risk awareness. This role is responsible for developing and managing investment strategies, conducting cash flow analysis, optimizing asset allocation, supporting tax-efficient portfolio decisions, and overseeing broker relationships. The ideal candidate brings strong knowledge of capital markets, budgeting, and financial modeling, along with the ability to evaluate opportunities and translate complex data into sound recommendations.

Key Responsibilities

• Develop, implement, and manage corporate investment strategies aligned with financial goals and risk tolerance.
• Analyze cash flow trends, liquidity needs, and forecasting data to support short- and long-term investment decisions.
• Manage portfolio construction and asset allocation across approved investment vehicles and asset classes.
• Monitor market conditions, economic trends, and portfolio performance to recommend investment adjustments.
• Partner with finance, treasury, accounting, and tax teams to support tax-efficient investment planning and compliance.
• Build and maintain strong relationships with brokers, custodians, financial institutions, and external advisors.
• Evaluate investment risk, diversification, and benchmark performance to ensure alignment with company objectives.
• Prepare portfolio reports, investment updates, and strategic recommendations for senior leadership.
• Support financial planning initiatives by balancing capital preservation, return objectives, and liquidity requirements.
• Ensure adherence to internal investment policies, regulatory requirements, and governance standards. 

• Bachelor’s degree in Finance, Accounting, Economics, Business Administration, or a related field.
• 5–10 years of experience in portfolio management, investment strategy, treasury, or corporate finance.
• Proven expertise in investment strategy, cash flow analysis, asset allocation, tax strategy, and broker relationship management.
• Strong knowledge of capital markets, fixed income, equities, liquidity management, and investment risk principles.
• Experience preparing financial models, portfolio performance reports, and executive-level presentations.
• Excellent analytical, communication, and stakeholder management skills.
• Proficiency in financial systems, Excel, and investment reporting tools.