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Investment Associate Jobs in California

Investment Associate Jobs
By Expert Dojo At Santa Monica, CA, United States
Monitor and manage the performance of portfolio companies
Bachelor's degree or equivalent experience
1 - 5 year professional working experience
Strong communication and interpersonal skills
Conduct modeling and financial analyses
Outreach and find companies that could be potential investments
Investment Associate Jobs
By M13 🚀 At Los Angeles, CA, United States
You are comfortable and proficient working with data, including using Microsoft Excel, Pitchbook and PowerPoint to generate insights and communicate.
You have a strong academic track record and history of achievement.
Comprehensive Health Package - Medical, dental, and vision plans that are thoughtful and supportive of the needs of each M13 employee
Investment Associate Jobs
By M13 At , Los Angeles $150,000 - $175,000 a year
You are comfortable and proficient working with data, including using Microsoft Excel, Pitchbook and PowerPoint to generate insights and communicate.
You have a strong academic track record and history of achievement.
Comprehensive Health Package - Medical, dental, and vision plans that are thoughtful and supportive of the needs of each M13 employee.
What's in it for you:
$150,000 - $175,000 a year
Investment Associate - Remote Work
By BairesDev At , Los Angeles, Ca
3+ years of experience working in investments, venture capital or hedge fund.
Experience working with leads and external clients.
Experience creating and presenting pitch decks.
Hardware setup for you to work from home.
This role is a mixture of financial analysis and the commercial side and has emphasis on the commercial tasks.
Generate sourcing for the Deal Flow, document them and ensure they are up to date.
Investment Associate Jobs
By United Growth At San Rafael, CA, United States
•Proven analytical skills and working knowledge in Microsoft Office especially Excel.
•Strong organizational skills, with the ability to prioritize and manage multiple projects simultaneously.
•Prepare financing decks for prospective lenders, review term sheets and loan documents and manage deliverables.
•Manage acquisition and loan closings, settlement statements, document signings, title/escrow, and pro rations.
•Monitor loan reporting requirements, maturities, and other loan covenants.
•Experience with Argus Enterprise is preferred.
Investment Associate Jobs
By Newfund At Palo Alto, CA, United States
Manage the US deal flow of investment opportunities
Passionate about technology, Computer Science or other relevant background with 2+ years of work experience
Understanding and knowledge of key startup metrics: cohorts, churn, ACV, payback, LTV, etc.
Strong interpersonal and empathetic skills to build relationships with entrepreneurs of all backgrounds
Salary between $100-130k depending on experience
: Palo Alto, CA. Can be remote initially
Investment Associate Jobs
By Harpoon At San Diego, CA, United States
Compensation: $150k + healthcare, PTO, and retirement plan
Location: San Diego (Harpoon HQ). This is an in-person and full-time position with occasional travel required.
Fill out this Google Form (https://forms.gle/p8aKwQgPWL9pC8eNA) with basic information.
Provide samples of work that you have previously created, such as presentations, research reports, financial models, etc.
Please communicate clearly, concisely, and impactfully.
Thank you for your consideration. We look forward to hearing from you.
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.

Jetblue Ventures Investment Associate
By JetBlue At San Carlos, CA, United States
3-5 years work experience in VC, PE, Investment Banking, consulting, tech, startup, or related field strongly preferred
Strong financial modeling skills including the ability to analyze and model company financials
Conduct investment research, financial analysis and modeling of potential investments
Develop in-depth assessment of business plans and investment proposals to determine business model viability, industry attractiveness and strategic fit
Participate in due diligence process with potential investments
Develop investment recommendations and supporting documents
Investment Associate Jobs
By Russell Tobin At San Francisco, CA, United States
1-3 years of experience in asset management, investment banking, management consulting, or a related field
Manage clients’ balance sheets, prepare asset allocation analyses, and investment recommendations
Conduct qualitative and quantitative analyses that require strong Excel modeling skills
Create investment strategy from inception to client presentation and execution
Prepare pitch materials including evaluating existing portfolios, craft Requests for Proposals (RFP's), assist with researching, identifying, and tracking prospective clients
Occasionally help with the investment due diligence process including sourcing and monitoring new investments
Associate, Investment Management Jobs
By Invesco US At San Francisco, CA, United States
Demonstrated prioritization, organization and time management skills necessary to balance competing deadlines.
Some travel will be required for periodic asset management related property visits and select acquisition due diligence.
2 - 5 years of experience in the commercial and/or multi-family real estate industry (or business related activity) is required.
Property level experience is a plus.
Effective interpersonal, communication (verbal and written) and listening skills.
Analytical problem solving skills capable to undertake detailed analyses and make well-reasoned, decisive recommendations.
Investment Associate Jobs
By Metis Search At San Francisco Bay Area, United States

· Candidate needs to have at least 1-3+ years experience in Investing, Investment Banking or Consulting.

Associate, Investment Risk Jobs
By SoftBank Investment Advisers At Silicon Valley, CA, United States
Ideally the candidate has professional experience working in a Risk function of an asset manager or investment bank
Bachelor’s degree in quantitative finance or statistics is required. Relevant Master’s degree is beneficial
Ability to manage multiple projects with competing priorities across global geographies
Understand Softbank’s portfolio’s risks and prepare analysis on risk exposures. Present results as required
Primary responsibility is to maintain and enhance the automated solutions for the risk metrics and report production
Support the development of approaches for performing scenario analysis on Softbank’s portfolio
Associate, Investment Operations Jobs
By Dimensional Fund Advisors At , Santa Monica, 90401, Ca $70,000 - $90,000 a year
Evaluate trade exceptions and complex shareholder issues and track reoccurring trends for management review
Motivated to self-teach skills and apply learned knowledge to applicable tasks
Assist in developing business requirements and data gathering as necessary for any change service requests
Oversee cash reporting and projections to portfolio managers
Bachelor’s degree: Finance, Business or Economics preferred
Excellent verbal and written communication skills
Associate/Senior Associate, Healthcare Investment
By Temasek At , , Ca $195,000 a year
Developing relationships with investment professionals, management teams, key opinion leaders, and other relevant institutions for origination of new deals
Strong analytical capabilities and willingness to learn new skills quickly
Preferably 1-2 years of life sciences industry experience or equity research/investment banking experience
Self-starter with a proven ability to manage multiple priorities and to work independently
Good communication, interpersonal & team skills
Identifying and assessing investment opportunities across different company stages
Investment Associate Jobs
By Metis Search At San Francisco Bay Area, United States
At least 1-3 years of relevant corporate finance experience such as Principal Investing, Investment Banking, Consulting or Corporate M&A
Financial modelling skills required; proficiency in Microsoft Office
Excellent analytical, inter-personal and written communication skills
Top academic credentials (Master’s/MBA/CFA preferred)
Team player with a strong desire to learn and succeed
Proactive mindset on assignments / projects that demonstrate initiative
Real Assets Investment Research Associate
By Selby Jennings At San Diego, CA, United States
Bachelor’s Degree in finance, economics, business, or another related field
Strong analytical insight and spreadsheet modelling skills
Identifying and assessing investment opportunities in real assets globally, including infrastructure and natural resources
Performing comprehensive due diligence, including detailed track record analysis
Writing detailed investment memorandums for consideration by the Investment Committee
Monitoring market trends, industry developments, and macro developments of relevance
Hr Associate-Impressive Global Investment Management Firm! La Or Ny
By Recruiting Resources, Inc. At Los Angeles Metropolitan Area, United States
Project management and multi-tasking skills, with the ability to take a flexible approach in a fast-paced global environment
Coordinate with Senior HR Business Partner(s) and business leadership on the execution of compensation and performance management processes
Ownership of employee data, employee changes and position management in HRIS (Workday)
Intellectual curiosity, can-do attitude, attention to detail, responsiveness, organization, and time management are key
Manage ad-hoc reporting and headcount requests, inclusive of structuring and cutting data
3-5 years of Human Resources experience (preferably in Financial Services)
Investment Operations Associate - (Remote)
By Claire Myers Consulting At Los Angeles, CA, United States
Demonstrated organizational skills, ability to multitask, and time management skills with ability to set priorities and meet deadlines.
Client service experience to include excellent oral and written communication skills.
Create and monitor an activities system for account follow ups and service requirements.
Ensuring compliance requirements are implemented and followed.
Ability to shift gears with priorities when dealing with an assertive and fast paced manager.
Able to balance the benefits of being lead, taking direction and working independently.
Investment Committee Associate Jobs
By Prologis At San Francisco, CA, United States
2+ years minimum of experience in a real estate finance role preferred
Intermediate to Advanced Excel skills are required, with the ability to manipulate and analyze real estate financial models
Argus certification and/or advanced expertise is preferred
Knowledge of real estate terminology and concepts
Strong communication skills and confidence in partnering with global colleagues
Review investment memos and underwriting models for accuracy according to Prologis policy, procedures and underwriting standards

Are you looking for an exciting opportunity to join a dynamic team of investment professionals? We are seeking an Investment Associate to join our team and help us make smart investments that will maximize returns. You will be responsible for researching and analyzing investment opportunities, developing financial models, and making recommendations to senior management. If you have a passion for finance and a drive to succeed, this is the perfect job for you!

Job Description of Investment Associate An Investment Associate is responsible for providing financial advice and services to clients. They are responsible for researching and analyzing investments, developing investment strategies, and providing advice on investments. They also provide portfolio management services, including portfolio selection, asset allocation, and portfolio monitoring. Skills Required
• Knowledge of financial markets and investments
• Ability to analyze financial data and make sound investment decisions
• Excellent communication and interpersonal skills
• Ability to work independently and as part of a team
• Ability to work under pressure and meet deadlines
• Strong organizational and problem-solving skills
Qualifications
• Bachelor’s degree in finance, economics, or a related field
• Relevant professional qualifications such as CFA, CFP, or CPA
• Experience in the financial services industry
Knowledge
• Knowledge of financial markets and investments
• Knowledge of financial analysis techniques
• Knowledge of portfolio management techniques
• Knowledge of financial regulations and compliance
• Knowledge of financial software and applications
Experience
• Previous experience in the financial services industry
• Previous experience in portfolio management
• Previous experience in financial analysis
Responsibilities
• Research and analyze investments
• Develop investment strategies
• Provide advice on investments
• Manage portfolios
• Monitor portfolio performance
• Prepare reports and presentations
• Ensure compliance with financial regulations
• Provide customer service and support