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Associate Investment Research Analyst Jobs

Investment Associate / Senior Associate - Manager Research
By Family Office At New York, United States
• Required Skills and Experience:
Financial modeling skills and general knowledge of portfolio theory, capital markets, private equity, and/or quantitative trading strategies
Among the responsibilities, the Investment Analyst will:
• Monitor and evaluate the fund managers in the Foundation’s portfolio
o Review manager reports and letters, and participate in periodic meetings with investment managers
• Perform quantitative and qualitative analyses of existing and prospective fund managers
Analyst, Investment Research Jobs
By Invesco US At Houston, TX, United States
Works with portfolio management team to assess securities within investment objectives and fund restrictions for the retail and institutional portfolios
Follow, update, and incorporate academic research into the portfolio management and asset allocation process
Design and maintain procedures and tools that make data management and investment research more efficient
Experience in strategic / tactical asset allocation analysis at a reputable retail/institutional investment firm is a plus
Strong programming skills in R or Python
Experience in working with large data to perform statistical and quantitative analysis
Investment Research Analyst Jobs
By JNBA Financial Advisors At Bloomington, MN, United States
• How many years of wealth management experience do you have?
• Outstanding communication skills, both verbal and written
• What is the highest level of education you have completed?
• Must obtain Series 65 license within six months of start date to become Investment Advisor Representative
• Willingness to pursue CFA, CIPM, CAIA, CMT or similar designation
• A strong desire to learn JNBA’s tools and processes
Investment Research & Trading Associate
By Rockefeller Capital Management At Atlanta, GA, United States
Assist the Head of Asset Management on projects to advance the Asset Management business’ capabilities over time.
Offering trading related input to position selection and management
Work closely with Portfolio Managers on investment selection, tactical timing, and sizing/risk management
Maintain high standard of communication across the Asset Management, Relationship Management and Service & Operations teams.
0-5 years of research & financial analysis experience in the investment field covering various industries and companies
Strong skills in working with investment-related data services including Bloomberg & FactSet
Wealth Management – Investment & Research Team – Investment Governance Associate
By JPMorgan Chase & Co At , New York, 10017, Ny $85,500 - $135,000 a year
Industry experience, preferably in investment or asset management
Required qualifications, capabilities and skills
Preferred qualifications, capabilities and skills
Analytical skills and good working knowledge of Excel and PowerPoint. VBA or Programming knowledge a plus.
Strong written, verbal communication, and presentation skills
Support creation of new frameworks for oversight of new business initiatives
Student Investment Research Analyst
By Phi Fiscal At New York, United States
Currently enrolled in high school or college with a major in finance or economics
Strong analytical and critical thinking skills
Knowledge accessing SEC EDGAR/10-Ks preferred
Conduct thorough research on assigned companies, industries, and market trends
Analyze financial statements, industry reports, and economic data
Create 2-4 page reports summarizing research findings
Investment Analyst/Associate - Metaverse Project
By CryptoRecruit At United States
Conduct market analysis, and competitor research and stay ahead of market trends
Prepare a long-form detailed analysis of investment opportunities and market themes to share publicly and internally
Assist in due diligence into investment opportunities
Generate investment ideas, approach investment targets, and drive the investment process throughout the lifecycle with support from the Investment Director
Work with portfolio companies to improve internal processes and explore areas where the company can add value
Prepare and review transaction documentation including term sheets, SAFTs, and SAFEs
Student Investment Research Analyst
By Research Apex Consultancy At United States
·Pitch stocks to cover to Management.
·Must be enrolled in a Finance, Business Administration, Economics program or any other relevant course of study.
·Knowledge of SEC Edgar database preferred.
·Have previous experience with Excel and Google Sheets.
·Interest and experience in learning Financial Modeling.
·Strong oral and written communication skills.
Regional Research Associate - Cbre Investment Management
By CBRE Investment Management At Boston, MA, United States
You have excellent written and verbal communication skills.
You have strong analytical and quantitative skills to comprehend and interpret data.
You have strong Excel and Power Point skills.
Responsible for the preparation and production of project/client presentations and reports.
Participates in the writing of a periodic set of publications that communicate the house view to external clients
Participates in the firm’s semi-annual market forecasting and houseview visioning sessions
Investment Analyst/Associate Jobs
By Conviction At San Francisco Bay Area, United States

All applications must be received by Sunday, July 23th, 2023 at 5pm PST.

Analyst/Associate, Green Investment Group
By Macquarie Group At New York, United States

New York Our Green Investment Group is looking to bring you on as an Analyst or Associate into our New York team. You will have the opportunity to combine investing and infrastructure development ...

Associate Investment Operations Analyst
By CrowdStreet At Portland, OR, United States
Relevant work or internship experience in real estate, fintech, investment management, or accounting
Advanced MS Office, Google Suite, data management and analytical skills
Strong project management and multitasking skills; results-driven and adaptable with ability to meet deadlines
Bachelor’s degree, preferably in Business Administration or Finance
Experience with HubSpot, Asana and CRM software tools a plus
Strong communication, problem solving, and client service skills
Investment Research Analyst-Industrials Sector
By Research Apex Consultancy At United States
·Pitch stocks to cover to Management.
·Must be enrolled in a Finance, Business Administration, Economics program or any other relevant course of study.
·Knowledge of SEC Edgar database preferred.
·Have previous experience with Excel and Google Sheets.
·Interest and experience in learning Financial Modeling.
·Strong oral and written communication skills.
Investment Research Analyst Jobs
By Research Apex Consultancy At United States
·Pitch stocks to cover to Management.
·Must be enrolled in a Finance, Business Administration, Economics program or any other relevant course of study.
·Knowledge of SEC Edgar database preferred.
·Have previous experience with Excel and Google Sheets.
·Interest and experience in learning Financial Modeling.
·Strong oral and written communication skills.
Wealth Management - Investment & Research Team - Investment Governance Associate
By JPMorgan Chase & Co. At New York, NY, United States
Industry experience, preferably in investment or asset management
Required Qualifications, Capabilities And Skills
Preferred Qualifications, Capabilities And Skills
Analytical skills and good working knowledge of Excel and PowerPoint. VBA or Programming knowledge a plus.
Strong written, verbal communication, and presentation skills
Support creation of new frameworks for oversight of new business initiatives
Credit Research Analyst - Associate
By U.S. Bank At Minneapolis, MN, United States
Provide, maintain, document and communicate proprietary credit assessments to inform portfolio management decisions and to comply with regulatory requirements
Bachelor's degree in business, finance, econ, public policy or related, or equivalent experience
Basic understanding of institutional investment management
Actively engage with municipal credit team and portfolio managers, and participate in portfolio- and credit meetings
One to two years of experience in investment and securities industry
Basic knowledge of fixed-income markets and securities, financial analysis techniques and credit rating factors
Investment Research Lead Jobs
By Citi At Stamford, CT, United States
6-10 years of direct experience in the asset management industry, preferably in an investment research role
Collaborate with CIM’s portfolio management team and recommend attractive investment opportunities based upon our investment process
Attend sell side conferences and corporate management meetings
Generate content to communicate research to other analysts and portfolio managers
Strong written and verbal communication skills, analytical skills and technical insight
Conduct and maintain research on companies/industries
Investment Analyst Associate - Real Assets
By recruitAbility At New York City Metropolitan Area, United States
Prepare real assets and macroeconomic research to present to senior management.
Tuition Reimbursement, Pre-tax Commuter Benefits, and current Hybrid Work arrangements.
Manage and produce reporting on a monthly and quarterly basis for existing portfolio of investments to monitor portfolio performance.
Strong academic background including Bachelor's degree, preferably in finance, real estate, or other related field.
Experience and professional manner in interacting directly in-person with senior members of the investment community.
Experience with database software, such as Power BI, is beneficial.
Associate Investment Research Analyst
By Orion Advisor Solutions At , Omaha, Ne $53,633 - $78,768 a year
Knowledge of risk measurement and management techniques within securities markets.
Knowledge of concepts, practices and procedures relating to investment management.
Creates reports and charts with market/economic data via various sources and produces accompanying commentary to portfolio management team.
Present summarization of risk analysis to various levels of management.
Knowledge of investment products such as mutual funds and ETFs, both active and passive.
Financial skill set including modeling and valuation.