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Investment Associate Jobs

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 Strategy Associate Jobs
By Addepar At New York City Metropolitan Area, United States
Strong Python programming skills and a solid foundation in statistics
Outstanding communication skills, with the proven track record of articulating complex topics clearly to a variety of audiences
Previous experience with Databricks is a plus
Marketplace and brokerage services provided by Acervus Securities, Inc., an SEC registered broker‑dealer and member FINRA / SIPC.
Help develop new diagnostics and investment strategies by analyzing proprietary datasets using Python
Build internal tools to efficiently run diagnostics and analyses at scale across the client base
Associate, Investment Operations (Mbs)
By Cerberus Capital Management At , New York, 10022, Ny
Trade entry into the firm’s Order Management and Accounting systems.
Maintain meta and financial data in our Data Warehouse Management system and build Data Warehouse reporting leveraging this information.
Useful technical skills: programming languages (Python, VBA, SQL), Visual Portfolio Manager, Bloomberg terminal.
Monitor daily/weekly/monthly checks and assist in development of new checks to manage operational risk.
B.S. or Master’s degree in finance, accounting, economics, or a related field.
Experience working with the various financial products described previously in a middle/back office capacity.
Investment Senior Associate - Secondaries (Nyc)
By Madison Hunt At New York, United States

Madison Hunt is partnered with the Infrastructure & Real Assets Investment team of a $90 billion AUM asset manager with 10+ offices globally. The team is looking for a Senior Associate to focus ...

Investment Management Associate Jobs
By Interlink Talent Solutions At New York, NY, United States
1 - 4 years of investment management, business, and/or corporate transactional experience
Their interdisciplinary team is made up of skilled attorneys who dedicate their practices to serving the firm’s alternative investment clients.
Strong academic credentials and excellent analytical and writing skills
A client-service approach and exceptional communication skills
The ability to handle significant individual responsibilities
Our advertisements use salary and experience as a guide only. Interlink Recruitment is an equal opportunities employer.
Investment Associate - Healthcare
By High Country: Private Equity Search At Boulder, CO, United States
Planning, organization, and time management skills are mandatory
Opportunity to grow in a role offering regular interaction with key opinion leaders and industry leaders
Chance to utilize and develop your financial modeling skills to drive investment decisions
2+ years of relevant experience in investment banking, consulting, or equivalent role
Knowledge of healthcare business is ideal
Experience working with market/financial models
Investment Senior Associate Jobs
By REI At United States
Proven experience in venture capital, private equity, investment banking, management consulting, or a similar field (2-5 years).
Bachelor's degree in business, finance, economics, or a related field; an MBA or other advanced degree is a plus.
Strong analytical skills with the ability to perform in-depth industry research, financial modeling, and market analysis.
Exceptional communication and interpersonal skills, with the ability to build relationships and engage effectively with founders, investors, and other stakeholders.
Uses business knowledge, innovative thinking, and sound judgment in the solution of problems or the pursuit of business opportunities.
Assess the founding teams of potential investments using backchannel referencing, secondary sources, and other available resources.
Investment Associate Jobs
By Prime Buchholz LLC At Portsmouth, NH, United States
Demonstrating knowledge of the roles traditional and alternative asset classes serve in a diversified portfolio
Preparing rebalance recommendations as needed based on IPS targets and spending requirements
At least three years of investment industry experience, working directly and/or indirectly with clients
Bachelor's degree in finance or business-related field
In-depth knowledge of the structure, liquidity, and appropriateness of various investment vehicles
Experience with investment performance measurement and accounting
Investment Associate Jobs
By Stankevicius At Greater Chicago Area, United States
Experience in full sales cycle including deal closing Demonstrated sales success
Strong communication and presentation skills
Build relationships with prospective clients
Maintain consistent contact with existing clients
Analyze market and establish competitive advantages
Track metrics to ensure targets are hit
Infrastructure Solutions Investment Associate
By BlackRock At New York, NY, United States
Client management: Supporting fundraising and client engagements in the Americas region
Strong brand in the asset management and infrastructure industry
Investment execution: Coordinating with service providers and internal BlackRock groups (e.g. legal, tax, risk) to manage the closing of new investments
Strong communication, presentation, and interpersonal skills
Ability to manage workload effectively and deliver quality work on schedule in a fast-paced environment with attention to detail
Self-starter with interest in undertaking leadership responsibilities over time
Investment Associate Jobs
By Investment Management Partners At Charleston, SC, United States
Previous experience in investment banking, private equity, or corporate finance.
Bachelor's degree in finance, economics, business administration, or related field. Advanced degree (MBA, CFA) preferred.
Strong analytical and quantitative skills with a solid understanding of financial concepts and valuation methodologies.
Excellent communication and presentation skills to effectively convey complex ideas.
Ability to work collaboratively in a team-oriented environment and manage multiple projects concurrently.
Investment Execution: Assist in executing investment transactions by preparing investment memorandums, coordinating with advisors, conducting negotiations, and assisting in deal structuring.
Associate, Co-Investment Jobs
By Investment Management Partners At New York, NY, United States
Solid quantitative and analytical capabilities
Minimum of three years of relevant experience in Investment Banking, M&A or Private Equity.
Excellent verbal and written communications skills
Conducting quantitative analysis and due diligence on prospective primary & co-investments
Building and updating financial underwriting models for secondary investments and co‐investments
Arranging and attending meetings with general partners, intermediaries, and placement agents
Investment Associate, Primary Markets
By Investment Management Partners At New York, NY, United States
Solid quantitative and analytical capabilities
Minimum of three years of relevant experience in Investment Banking, M&A or Private Equity.
Excellent verbal and written communications skills
Conducting quantitative analysis and due diligence on prospective primary investments as well as co-investments for institutional investors.
Building and updating financial underwriting models for secondary investments and co‐investments
Arranging and attending meetings with general partners, intermediaries, and placement agents
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 (Renewables/ Energy)
By Intelletec Energy At Annapolis, MD, United States
1-4 years experience in finance, energy or environmental markets preferred
Robust MS Excel financial modeling and data mining skills, with demonstrable experience working with complex models.
EDUCATION AND PRIOR WORK EXPERIENCE
Bachelor’s degree from a four-year institution; CFA and/or MBA preferred
$120-150k + 20-40%Bonuses + Potential Equity
Health, Dental, Vision, Disability+ Life Insurance
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
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
Global Infrastructure Investment Associate
By BlackRock At Greenwich, CT, United States
E360S - Canadian environmental services/waste management firm
2+ years of previous investment banking and/or principal private equity or infrastructure investing experience
Demonstrable financial modeling and evaluation skills
Strong presentation skills as well as strong oral and written communications skills
The fund's investment thesis is three D's: Decarbonization, Decentralization, and Digitalization, with energy transition being a common thread touching all sectors.
Target sectors include Energy & Environmental, Low Carbon Power, Digital Infrastructure, Transportation & Logistics, and Regulated Utilities
Investment Associate (Remote) Jobs
By Schreiber Foods At Green Bay, WI, United States
4-6 years experience, must include Management Consulting, Investment Banking or VC/PE experience.
The role is a multi-faceted one and requires project management, analytical, and interpersonal skills.
Advanced Business degree preferred or Bachelors degree with experience in Finance, Investment Banking.
Must have a reliable internet connection (minimum 10 mb download speed) at home for remote and hybrid positions.
Ability to develop, implement, & manage repeatable processes.
Experience in Venture Capital and the startup ecosystem.
Investment Associate (Junior Pm)
By Franklin Templeton At New York, NY, United States
2-5 years of relevant investment/asset management or financial services experience
Experience in asset allocation, macroeconomics or high net worth asset management preferred
Conduct regular account reviews with Portfolio Managers (PM’s) and suggest appropriate actions to uphold asset allocation and portfolio construction views
Enter and execute trades while allocating the trades based on guidelines provided by the Portfolio Managers
Provide portfolio data and analytics, and work with the Portfolio Managers to create presentations for client and prospect meetings
Provide analytical performance reports while working closely with the Portfolio Managers to interpret the performance data

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