Investment Associate - Private Credit
By Long Ridge Partners At New York City Metropolitan Area, United States
· Conducting due diligence and assisting in the entire process from deal origination to management
· Experience using Bloomberg beneficial
· Strong quantitative skills, modeling with proficiency with Excel
· Participate directly in investment process through direct exposure to senior leadership
· Evaluating potential transactions through detailed research and analysis
· Preparing Investment Committee materials
Leveraged Credit/Clo Investment Professional
By Confidential At Boston, MA, United States
Investment banking experience is required (leveraged finance/M&A/restructuring). Buy-side experience is highly attractive
Investing for their CLO strategy - High Yield bonds and Leveraged Loans
Analysis, investment and underwriting of bond and loan investments with a US focus
Liaising with both internal and external counterparts
Support the senior investment and PM team with origination and execution of investment opportunities
Leveraged Credit/CLO Investment Professional - Global Fund (Boston)
Baam- Investment Analyst, Credit Team
By Blackstone At New York, NY, United States
2+ years of relevant work experience (e.g., investment banking, leveraged finance, credit trading, investment management, etc.).
Creating materials for investment committees, regular portfolio discussions, and updates for senior management and external investors.
Strong communication skills, including a demonstrated ability to write and present effectively
Experience working in a team environment and contributing to a positive team environment
Prior coding knowledge is a plus but not necessary
Structuring of investments and funds/partnerships, including investment objectives/parameters, covenants/legal structures, and tax structures.
Blackstone Credit - Chief Investment Office, Analyst
By Blackstone At New York, NY, United States
Assisting in the preparation of senior management and investment committee meeting materials
1+ years of professional experience in an investment bank, consulting firm or an advisory firm
Advanced Excel and PowerPoint skills
Excellent organization, communication, and interpersonal skills
Monitoring of actual & pro-forma cash balances
Forecasting liquidity needs for various funds
Credit & Investment Analyst Jobs
By Jobot At St Augustine, FL, United States
Minimum of 2 years of experience in a similar role within the finance industry.
Extensive knowledge and experience in acquisitions and due diligence processes.
Bachelor's degree in Finance, Accounting, Economics, or a related field. Advanced degrees or certifications (CFA, CPA) are a plus.
Strong analytical and problem-solving skills, with the ability to think critically and make sound investment decisions.
Excellent communication and presentation skills, with the ability to effectively convey complex financial concepts to stakeholders.
Credit & Investment Analyst (hybrid/remote)
Credit And Investment Analyst
By DLP Capital At St Augustine, FL, United States
Preferred experience/exposure to: Multi-family, debt placement, asset management
Utilizing superb organization skills to manage file details and keep “file" organization complete and audit ready.
Support Capital Raising & Investor Relations Team, Capital Markets team and Asset Management team
Solid analytical and financial modeling skills
2 plus years prior analyst experience
What you have already achieved: (Requirements)
Investment Analyst Jobs
By bp At Greater Houston, United States
Essential experience and job requirements:
Financial skills, including financial modelling. With preference to expertise in modelling specific to venture capital or M&A.
Previous experience in market benchmarking in relation to valuation and or competition
Previous experience with investment banking, deal term sheets and structures.
MBA or equivalent technical and/or commercial experience is preferred.
Governance Support: Will support bp Directors/Observers and or Shareholder Representatives in managing various governance duties while also building professional governance competencies.
Investment Analyst Jobs
By Commerce Trust At Kansas City, MO, United States
Level of role is determined by knowledge, experience, skills, abilities, and education
Knowledge, Skills & Abilities Required
Partner with external management teams, industry representatives, and/or provider representatives
Bachelor’s degree in related field or equivalent combination of education and experience required
Analyze and evaluate industries, companies, securities, performance returns, portfolio and/or investment managers through fundamental and/or quantitative techniques
Prepare reports and communicate evaluations to portfolio managers
Investment Analyst Jobs
By Robert Half At Bridgewater, NJ, United States
Communicate portfolio compliance to Portfolio Managers and Senior Management
Bachelor’s degree with a strong interest in investment management
Up to five years of experience, preferably in portfolio administration
Master risk control and ongoing portfolio monitoring of client portfolios
Investment Analyst Jobs
By The Rosewood Corporation At Dallas, TX, United States
2-3 years of experience in investment banking, investment management, research, consulting, or a related field
Strong organizational and time management skills with excellent attention to detail
Monitor and report on activities of existing investments and managers, including conducting quarterly updates and attending annual meetings
Experience with Bloomberg, FactSet, Solovis, Capital IQ, PitchBook, and/or Morningstar preferred but not required
Strong analytical and quantitative skills with a foundation in financial analysis, modeling, and/or reporting
Exceptional written and oral communication skills
Investment Analyst - Parametric
By Morgan Stanley At Minneapolis, MN, United States
Investment management or related industry experience a plus
Utilize proprietary investment management software to generate customized daily reports used to implement Overlay Services and LDI.
Work alongside the portfolio management team as the primary day-to-day contacts for the client relationship.
Strong interest building a career in Investment Management, working with institutional investment portfolios
High attention to detail and time management
Assist in the production of client-requested research projects in coordination with portfolio managers and a dedicated research team.
Investment Analyst Jobs
By Pyramid Consulting, Inc At Columbus, OH, United States
Other important skills/competencies include: Action Oriented, Continuous Improvement, Process Management, Priority Focused and ability to work in a fast paced environment.
Partner with Middle Office Operations, Data Management and Reporting, Front Office, IT and Investment Controllership to resolve data and reporting issues.
Education: Bachelor’s Degree in business, finance or an equivalent field.
Intermediate computer skills and some advanced knowledge of Microsoft Excel is preferred.
Key Requirements and Technology Experience:
Experience: experience in investments, accounting, or equivalent experience within the financial services industry.
Investment Analyst Jobs
By Axxes Capital At Coral Gables, FL, United States
Assist senior staff in monitoring investments by meeting with investment managers.
Attend and produce research from industry events to broaden the team’s network and knowledge base.
Bachelor’s degree with a strong academic record and two years of work experience.
Excellent analytical and writing skills.
Strong work ethic and ability to manage multiple projects within tight deadlines.
Competitive and based on candidate experience, $90,000 - $125,000 annually.
Investment Analyst Jobs
By Ascendo Resources At Coral Springs, FL, United States
5+ years of client services or investment analyst experience
Bachelors degree in Finance or related field
Determine appropriate investment objective for each client account and allocate appropriately
Coordinate with Portfolio Consulting Team to conduct trading on client accounts
Assist in processing of client’s fund distributions
Design and Structure Investment Models for each investment objective
Investment Analyst Jobs
By Missouri State Employees' Retirement System At Jefferson City, MO, United States

Investment Analyst - Liquid Markets This position is an early investment career opportunity to join an experienced investment team that implements one of the most forward-thinking pension portfolios ...

Structured Credit Clo Analyst - Investment Management
By Network ESC A Division of Network Temps, Inc. At New York, NY, United States
Performs other duties and responsibilities as assigned by management.
Structured Credit CLO Analyst - Investment Management
Ensures compliance with applicable investment guidelines and directives from Head Office and Branch Management.
Bachelor’s degree in Finance or Economics or equivalent with 2+ years related experience.
Good knowledge of finance and basic accounting.
Good knowledge of corporate finance transactions.
Investment Grade Private Placement Credit Analyst
By AllianceBernstein At New York, NY, United States
Lead due diligence sessions with senior management of issuers
Develop and maintain relationships with internal and external analysts and senior management at our issuers
An educational background that ideally includes finance, accounting, CFA, MBA or similar
6+ years of experience in fundamental credit analysis; at least 3 in Private Placements
Superior negotiating skills – must be able to effectively represent our position in both new deals and waivers/amendment situations
Excellent written and verbal communication skills
Investment Analyst Jobs
By SoLa Impact At Los Angeles, CA, United States
Bachelor's Degree in Math, Finance, Business Management, Urban Planning, Real Estate Development, or a related field required.
Well-developed time management skills with the ability to prioritize multiple tasks.
Assist in maintaining, updating, and improving existing asset management financial models.
Support the development of new financial models for development and asset management projects.
Contribute to evaluating and reporting the operating performance of current portfolios to the Directorof Asset Management and Partners.
Knowledge of real estate, finance, and economic fundamentals
Investment Analyst Jobs
By SumZero, Inc. At New York, NY, United States
Background in investment management with a Family Office preferred
Maintain Salesforce database, including managers, funds, contacts and pipeline
Bachelor's degree in economics, accounting, finance, or related field preferred
5-10 years' experience at a financial institution, valuation firm, endowment/foundation, family office or fund of funds
Acting as a key member of the Investment team in all aspects of the investment process
Prepare quarterly portfolio and market reviews
Investment Analyst Jobs
By Spencer Ogden At Washington DC-Baltimore Area, United States
• 2+ years of experience in finance-related roles; preferably in renewables and project finance
• Direct tax equity/debt experience preferred; • Excellent interpersonal, organizational, and communication skills
• Support finance, accounting, and treasury functions
• Work with finance and analytics teams on project financial modeling
• BA/BS in finance or related degree, CPA/CFA a plus
• Excellent quantitative and qualitative analytical skills

Are you looking for an exciting opportunity to use your financial analysis skills to help make sound credit investments? We are looking for a Credit Investment Analyst to join our team and help us make smart decisions about our investments. You will be responsible for conducting financial analysis, researching credit markets, and developing investment strategies. If you have a passion for finance and a knack for making sound investments, this could be the perfect job for you!

Overview:

A Credit Investment Analyst is responsible for analyzing and evaluating credit investments, including bonds, stocks, and other securities. They are responsible for researching and analyzing financial data, assessing credit risk, and making recommendations to clients and portfolio managers.

Detailed Job Description:

A Credit Investment Analyst is responsible for researching and analyzing financial data, assessing credit risk, and making recommendations to clients and portfolio managers. They must be able to interpret financial statements, analyze trends, and assess the creditworthiness of potential investments. They must also be able to develop financial models and analyze the performance of existing investments. Additionally, they must be able to communicate their findings and recommendations to clients and portfolio managers.

What is Credit Investment Analyst Job Skills Required?

• Strong analytical and problem-solving skills
• Excellent communication and interpersonal skills
• Knowledge of financial analysis and modeling
• Knowledge of financial markets and instruments
• Ability to interpret financial statements
• Ability to assess credit risk
• Ability to work independently and as part of a team

What is Credit Investment Analyst Job Qualifications?

• Bachelor’s degree in finance, economics, or a related field
• Relevant experience in financial analysis or investment banking
• Professional certification such as CFA, CPA, or FRM

What is Credit Investment Analyst Job Knowledge?

• Knowledge of financial markets and instruments
• Knowledge of financial analysis and modeling
• Knowledge of credit risk assessment

What is Credit Investment Analyst Job Experience?

• Relevant experience in financial analysis or investment banking
• Experience in developing financial models
• Experience in analyzing and evaluating investments

What is Credit Investment Analyst Job Responsibilities?

• Research and analyze financial data
• Assess credit risk of potential investments
• Develop financial models and analyze performance of existing investments
• Make recommendations to clients and portfolio managers
• Communicate findings and recommendations to clients and portfolio managers