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Investment Assistant Jobs

Investment Principal Jobs
By Perot Jain At San Francisco, CA, United States
Hands-on involvement in the management of portfolio companies, providing advice and access to resources to help them grow
Proven track record of leadership skills and a strong desire to work closely with entrepreneurs
Superior financial modeling skills, comfortable with accounting and strong analytical skills
Strong written and verbal communication skills
Significant experience managing deal processes
Contributes to the firm's business development and deal origination
Investment Partner Jobs
By Shell At San Francisco, CA, United States
Experience in leading, developing, coaching, and influencing senior leaders to deliver outstanding results
In your professional capacity, you would enable the full life cycle of deals and implementations; this would include:
Validating, structuring, and supporting the implementation of appropriate cooperation opportunities
Managing post-close investments (eventual sale, IPO, or SPAC divestment) and
Supporting more complex distress cases
Must have legal authorization to work in the US on a full-time basis for anyone other than current employer
Assistant Investment Officer* Jobs
By San Bernardino County At , San Bernardino $85,654 - $122,678 a year
The ideal candidate will have knowledge and demonstrated experience in the following:
Official Title: Assistant Cash Manager/Investment Officer
Excellent writing skills with the ability to prepare clear and accurate administrative reports
**Depends upon selected benefit options
MBO - Exempt (Non-Elected) BbOU - Benefits Summary Guide
Must possess a completed/awarded Bachelor's degree in Finance, Accounting, Economics, Business Administration or closely related field.
Investment Consultant Jobs
By Chatham Financial At Kennett Square, PA, United States
Strong organizational and project management skills, with the ability to prioritize tasks, meet deadlines, and manage resources effectively.
Knowledge and experience utilizing Python, SQL or R is a plus.
Stay up to date with industry best practices and procedures and apply this knowledge to improve the services we provide.
Bachelor’s degree in business, finance, economics, real estate, or a related field.
At least 3 years of experience working with institutional real estate or clients.
Strong analytical skills, with the ability to conduct detailed financial analysis and modeling.
Investment Specialist Jobs
By NAT Milk At California, United States
Knowledge of securities regulations, compliance requirements, and investor reporting standards.
Regulatory Compliance: Ensure compliance with applicable securities regulations, reporting requirements, and investor disclosure obligations.
Bachelor's degree in finance, business administration, or a related field. An advanced degree (MBA, CFA) is preferred.
Proven experience (3+ years) in investor relations, investment banking, private equity, venture capital, or a similar role within the financial industry.
Exceptional analytical and problem-solving skills.
: Investor Relations Manager (Nat Milk)
Investment Consultant Jobs
By Morgan Stanley At New York, NY, United States
Track record of successful work experience for a period of three to five years
Excellent written and oral communication skills
A bachelor's degree is preferred with five years of business experience and proven success in a previous career
Advise clients in accordance with the Team's agreed upon strategy
Analyze investment opportunities and client needs, and recommend appropriate strategies
Prepare and deliver presentations/seminars to clients and prospects for business development purposes, as needed
Investment Consultant Jobs
By Vanguard At Malvern, PA, United States
Undergraduate degree or equivalent combination of training and experience.
Minimum of five years related work experience. Two years experience within Financial Services industry or function preferred.
Participates in special projects and performs other duties as assigned.
This job requires a regulatory FINRA license 7 and 66.
Assistant, Video Investment Jobs
By Horizon Media At New York, United States
75% - Media Schedule and data management
Develop and maintain knowledge and understanding of industry trends and new technologies that affect the buying discipline
Hungry to learn more and further your knowledge of the media landscape
Detail oriented with strong organizational skills
An effective time manager, comfortable working with multiple timelines and deliverables
Bachelor’s degree in Business, Communications, Marketing or related experience
Assistant Controller (Leading Investment Manager)
By Mondrian Alpha At Philadelphia, PA, United States

• Involved with corporate liquidity forecasting, processing investment deployment activities and related analysis.

• Assist with new entity / office location launches and onboarding processes.

Investment Advisor Jobs
By Machine Learning Intelligence At United States
Engage with clients and present the platform
Collect information and follow up with prospects
Instruct prospects on how to subscribe to the company's services
Be familiar with online payment processing systems
Investment Advisor Jobs
By Small Established Investment Advisor Group At Madison, WI, United States

six-figure position with significant growth potential

Investment Writer Jobs
By Talvana At New York, NY, United States

United States - New York Research Global Wealth Management Job Reference # 277886BR City New York Job Type Full Time Your role Can you tell a complex financial story in clear, ...

Investment Partner- M12 Jobs
By Microsoft At San Francisco, CA, United States
Demonstrated leadership and people management skills; can effectively lead and find solutions in a constantly changing environment.
3+ years experience investing, business development, strategic partnerships or related deal experience.
Experience as a board director or observer at technology startup
Experience working with and/or advising entrepreneurs esp. in areas of product and GTM
5+ years commercial business experience.
Manages and supports the development of an analyst or associate in the creation of investment thesis, sourcing, diligence, etc.
Investment Accountant Jobs
By Addition Management At New York, NY, United States
Oversight on Management Company books and records
Manage quarterly Fund and Portfolio expense tracking and reimbursement process
3 - 5 years of experience, with some VC or PE experience preferred
Experience working with QuickBooks or other accounting software
Must be detail oriented and organized and possess excellent analytical skills
Assist in oversight of outsourced Tax Compliance team for partnership and corporate returns, as well as review of individual K-1s.
Investment Specialist Jobs
By Danak Investment Group At Atlanta Metropolitan Area, United States

BP FS Financial Modeling Documentation Valuation DCF Office skills English Skills

Administrative Assistant - Investment Bank
By Professional Staffing Group At Austin, TX, United States
Must possess strong written and verbal communication skills, including exceptional telephone management and the ability to write emails.
Coordinating travel arrangements, both domestic and international, through the company's travel agency with the help of the assigned managers.
Monitoring multiple calendars, and notifying managers as meetings occur according to their preferences.
2+ years of previous administrative experience supporting multiple executives.
Intermediate to advanced working knowledge of MS Word, Excel, and Outlook, Zoom required.
Preparing and processing monthly detailed expense reports through the Concur system.
Investment Partner Jobs
By Shell At , San Francisco, 94124, Ca $210,000 - $314,000 a year
Experience in leading, developing, coaching, and influencing senior leaders to deliver outstanding results
Validating, structuring, and supporting the implementation of appropriate cooperation opportunities
Managing post-close investments (eventual sale, IPO, or SPAC divestment) and
Supporting more complex distress cases
Must have legal authorization to work in the US on a full-time basis for anyone other than current employer
Access to a network of successful founders and top-tier Venture Capitals in the San Francisco Bay area
Investment Principal Jobs
By Korn Ferry At St Petersburg, FL, United States
Effective written and verbal communication skills with the ability to present to clients, business partners and management.
Strong client relationship management skills.
Work with members of the relationship management team to exceed client service needs and expectations.
Communicate with clients, prospects, attorneys, CPAs, financial planners and other wealth management professionals about investment philosophy and financial market information.
Minimum of 15 years in investment management services. Must have a track record showing employment stability.
Manage investment portfolios to meet client goals and objectives.
Administrative Assistant - Investment Firm
By Fourth Floor At Dallas-Fort Worth Metroplex, United States
Strong attention to detail and excellent time management skills.
Strong previous experience supporting an executive team in a fast-moving, corporate environment
Managing busy executive schedules and calendars
Directing incoming calls and correspondence
Drafting correspondence and producing meeting materials and presentations
Processing expense reports and internal documents
Investment Accountant Jobs
By North Carolina Dept of State Treasurer At , , Nc $50,000 - $75,000 a year
Knowledge, Skills and Abilities / Competencies
Minimum Education and Experience Requirements
Thorough knowledge of investment accounting practices and the ability to interpret complex communications from multiple investment managers.
Experience in investment accounting (including manager and custody fees), reconciliation and financial reporting.
General knowledge of generally accepted accounting principles, practices and reporting guidelines.
Knowledge of internal controls over financial reporting.

Are you looking for a job that combines your passion for finance and investing with your desire to help others? We are looking for an Investment Assistant to join our team and help our clients make informed decisions about their investments. You will be responsible for providing financial advice, researching investment opportunities, and helping clients make sound investment decisions. If you are an analytical thinker with a passion for finance, this could be the perfect job for you!

Overview An Investment Assistant is responsible for providing administrative and operational support to the Investment team. They are responsible for managing the day-to-day operations of the Investment team, including researching and analyzing financial data, preparing reports, and assisting with portfolio management. Detailed Job Description The Investment Assistant is responsible for providing administrative and operational support to the Investment team. This includes researching and analyzing financial data, preparing reports, and assisting with portfolio management. The Investment Assistant is also responsible for maintaining accurate records and ensuring compliance with all applicable laws and regulations. They must be able to work independently and as part of a team, and must be able to communicate effectively with clients, colleagues, and other stakeholders. Job Skills Required
• Strong analytical and problem-solving skills
• Excellent communication and interpersonal skills
• Proficiency in Microsoft Office Suite
• Knowledge of financial markets and investment products
• Ability to work independently and as part of a team
• Ability to handle multiple tasks and prioritize workload
• Attention to detail and accuracy
Job Qualifications
• Bachelor’s degree in finance, economics, or a related field
• At least two years of experience in a financial services role
• Knowledge of financial markets and investment products
• Ability to work independently and as part of a team
• Ability to handle multiple tasks and prioritize workload
• Attention to detail and accuracy
Job Knowledge
• Knowledge of financial markets and investment products
• Knowledge of financial regulations and compliance
• Knowledge of portfolio management and asset allocation
• Knowledge of financial analysis and modeling
• Knowledge of financial software and systems
Job Experience
• At least two years of experience in a financial services role
• Experience in portfolio management and asset allocation
• Experience in financial analysis and modeling
• Experience in financial software and systems
Job Responsibilities
• Research and analyze financial data to identify investment opportunities
• Prepare reports and presentations for clients and colleagues
• Assist with portfolio management and asset allocation
• Monitor financial markets and identify trends
• Maintain accurate records and ensure compliance with all applicable laws and regulations
• Communicate effectively with clients, colleagues, and other stakeholders
• Assist with the development of new investment products and strategies