Entry Level Investment Analyst Jobs in Raleigh, NC

Job Summary
The Business Performance Analyst/Advisor I is an entry-level position responsible for supporting assigned areas in achieving their strategic goals through data analysis, performance monitoring, and reporting. This role involves assisting in the identification of key performance indicators (KPIs), collecting and analyzing data, and preparing reports that highlight trends, risks, and opportunities. Must have a strong analytical mind, a keen interest in business operations, and excellent communication skills.
Essential Functions
• Assist in the collection, organization, and analysis of business performance data from various sources.
• Work with General Manager to prepare communication regarding performance for Division President and sales/operational leadership teams on a monthly and quarterly basis, including analysis on volume, pricing, cost and market demand.
• Perform analysis regarding internal sales vs. external market demand to ensure appropriate sales resource allocation between customer segments. Provide insight regarding drivers and potential improvement actions for Area and Plant financial performance on a regular schedule.
• Work with sales and operations to build monthly sales and quarterly financial forecasts. Work with General, Area and Plant Managers to develop annual budget and area plan; provides analytic support in areas of plant/area performance, volume/pricing analysis.
• Assist the management team with follow-up on key action plans for operations and sales.
• Prepare marketing analytics (including pricing, volume, and backlog metrics) and distill to actionable items.
• Track progress against long and short-term sales and operations initiatives.
• Provide analysis and reporting in the form of operating budgets, financial planning models, review of performance metrics (KPIs), pricing and volume analysis, customer end use/ segment research, cost analysis, capital investment analysis, strategic investment analysis.
Critical Competencies
• Analytical Thinking - Ability to break down complex problems, situations, in order to understand underlying patterns, identify key issues; examine information logically, question assumptions, and draw conclusions based on evidence.
• Attention to Detail - Ability to thoroughly and accurately complete tasks; meticulous and precise when handling information, and is critical in ensuring the quality, accuracy, and integrity of the results.
• Communication - Communicates clearly and effectively, both verbally and in writing, while actively listening and adapting the message to the audience.
• Collaboration - Working effectively with others to achieve shared goals through teamwork, open communication, and mutual respect.
• Initiative and Self-Motivation - Ability to take proactive steps, anticipate needs, and act without needing constant direction or supervision; drives to pursue goals, generates ideas, and seeks opportunities for improvement or innovation without waiting for external prompts.
• Strategic Agility - Adapts to change, makes quick decisions, and balances short-term priorities with long-term vision.
Responsibilities
Education
• Bachelor's Degree in Accounting or Finance is required
Experience
• Previous experience in finance, accounting or marketing analysis is required.
• Prior internship or project experience in data analysis or business operations is desirable.
Knowledge, Skills, and Abilities
• Strong analytical and problem-solving skills.
• Proficiency in Microsoft Excel; familiarity with other data analysis tools (e.g., SQL, Tableau) is a plus.
• Excellent written and verbal communication skills.
• Ability to work independently and as part of a team.
• Detail-oriented with a commitment to accuracy.
• Shows an ability to communicate analysis in a way others can understand the key takeaways and impacts on their decisions.
Other Requirements
• High degree of analytical ability, including valuation, business performance analysis, and researching significant fluctuations/variances or performance trends.
• Must be able to work independently and multi-task in a fast paced environment.
• Must have the ability to plan, organize and complete projects.
• Ability to manage multiple tasks and meet deadlines.
JD Disclaimer
Vulcan Materials Company is an equal opportunity employer.