What are the responsibilities and job description for the Investment Analyst position at XcelHR?
About The Briley GroupXcelHR is recruiting on behalf of our parent company, The Briley Group. At The Briley Group, our mission is to unlock the full potential of the businesses we invest in by empowering management teams with the capital, strategic support, and long-term vision they need to thrive. As a private holding company founded on the belief that people are the driving force behind every successful business, we partner closely with each of our portfolio companies, bringing deep operational and financial expertise to every engagement. We invest with purpose - supporting strong market positions and forward-thinking leaders - and help our businesses grow sustainably for the long term.Position OverviewThe Briley Group is seeking an Analyst to support our directors through research, financial reporting, and a broad range of analytical and operational responsibilities. This role is ideal for someone who thrives in a fast-paced, dynamic environment and is eager to contribute meaningfully across multiple business brands.The Analyst will gather and interpret data, conduct market and industry research, and assist with the development of presentations and reports that inform strategic decision-making. A successful candidate will proactively take initiative, manage competing priorities and deadlines, and operate with minimal oversight while maintaining accuracy and precision.This is an excellent opportunity to build a strong foundation in finance, operations, and corporate strategy across a variety of industries on a global scale.Key ResponsibilitiesConduct market, industry, and competitive research to support directors across multiple business units.Assist in preparing financial reports, business plans, investor presentations, and strategic materials.Gather, analyze, and interpret quantitative and qualitative data from various sources.Support due-diligence efforts for potential investments or strategic initiatives.Prepare high-quality presentations, memos, and reports for internal and executive review.Track project timelines, deliverables, and follow-ups to ensure progress across initiatives.Collaborate with internal stakeholders and portfolio company teams as needed.Perform additional administrative, analytical, or operational tasks as assigned.QualificationsBachelor’s degree in Finance, Business, Economics, Accounting, or a related field.Strong analytical and research skills with the ability to interpret and organize complex data.Proficiency in Microsoft Excel, PowerPoint, and financial modeling.Excellent verbal and written communication skills with a polished, professional demeanor.Demonstrated ability to work independently and manage multiple priorities simultaneously.Join us at the Briley Group and contribute to shaping the future of our investment strategy with insight, rigor, and creativity.Company DescriptionAt XcelHR, our mission is to help business owners thrive. Our experienced team of professionals is dedicated to being a part of a business owner's toolkit, so they have the time to focus on what they love - their business. We pride ourselves on our service-oriented culture and our commitment to achieving and fulfilling our clients' needs and expectations. We are seeking individuals who desire to excel in a full-service organization.
Salary : $60,000 - $80,000