Position Overview
Description
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- an...