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Investment Associates 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
Teacher Associates E Jobs
By Catholic Charities of the Archdiocese of Miami At , Leisure City
Required Knowledge, Skills & Abilities:
Oversees, plans, and manages the education, care, safety and well-being of each
Makes timely referrals of any child with suspected special needs, health concerns and consecutive absences to case manager.
Ensures timely and accurate data entry in all required
Adheres to all Catholic Charities Policies and Procedures including maintaining a sufficient knowledge and understanding of those policies.
In conjunction with Education Coordinator, supervise and evaluate Teacher
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 Banking Associates Jobs
By Oaklands Global Financial Services Recruitment At Dallas, TX, United States
Excellent financial modelling, financial statement analysis, and accounting skills/knowledge
Previous experience in the TMT space (ideally in Software, SaaS, Enterprise Software, Applications, FinTech)
Prepare pitch books and live deal materials
Analyse detailed corporate and financial information
Create pitches, develop relationships with clients through deal exaction and primary coverage
2-4 years in investment banking, with significant exposure to M&A processes
Investment Banking, Tmt (Vp And Associates Level Positions)
By Talvana At New York, NY, United States

The Technology, Media & Telecom (TMT) group serves as a trusted advisor to clients across the globe, helping them develop their strategic objectives and meet their financial needs. The team's area ...

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.
Training Associates Jobs
By Team REAL At Oakbrook Terrace, IL, United States
Strong communication and customer service skills
No prior experience is required - we provide comprehensive training
Accelerated career advancement opportunities, including building your own team and developing entrepreneurial skills
Financial Representative - Join our Team and Make an Impact!
Successful completion of background checks
Authorization to work in the United States (US Visa holders are welcome)
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
Senior Associates Jobs
By Polaris Partners At New York, NY, United States

Polaris Partners seeks Senior Associates in its New York City office. Established in 1996, Polaris Partners has a 25-plus-year history of partnering with repeat entrepreneurs and world-class ...

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.
Legal Associates Jobs
By Gehi & Associates At United States

Looking for individual who has litigation experience, has excellent comman of English language, can draft legal documents such as but nit limited to memorandum, motions, and petition, and who can work ...

Delivery Associates Jobs
By Quincy Asian Resources At , , Ri
Use the handheld device for routing information, customer delivery information.
Navigate a variety of routes throughout the delivery area.
Must be comfortable driving and working in varying weather conditions.
Load and unload packages to be delivered.
Be customer-centric. We strive to deliver packages and smiles to our customers.
Lift packages up to 50 lbs.
Stock Associates Jobs
By Levi Strauss & Co. At , New York, Ny $15 - $20 an hour
Comply with all Levi's® Stores policy, procedure, and programs, able to follow directives of store management
Exceed completion of shipments, transfers, damages and donations guidelines
Ensure replenishment is done daily and markdowns are audited within company guidelines
Enjoy being busy and juggling multiple tasks
Read, count and write to complete documentation and process inventory
You are a collaborative role model exhibiting behaviors aligned with company culture of inclusion and belonging.
Litigation Associates Jobs
By Eccleston and Wolf, P.C. At Hanover, MD, United States

Mid-Size Law firm seeks litigation associates with 3+ years experience for its Hanover Maryland office. Send Resume, law school transcript and class rank to Office Manager, About Eccleston And Wolf ...

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

Are you looking for an exciting opportunity to invest in the future? Investment Associates at [Company Name] are responsible for helping our clients make sound financial decisions. Our team of professionals provides comprehensive financial advice and services to individuals, families, and businesses. We are looking for motivated individuals who are passionate about investing and have a strong understanding of the financial markets. If you are looking for a rewarding career in the financial industry, this is the perfect job for you!

Overview Investment Associates are responsible for providing financial advice and services to clients. They analyze financial data, research investments, and develop strategies to help clients meet their financial goals. Investment Associates must have a strong understanding of the financial markets and be able to communicate effectively with clients. Detailed Job Description Investment Associates are responsible for providing financial advice and services to clients. They analyze financial data, research investments, and develop strategies to help clients meet their financial goals. Investment Associates must have a strong understanding of the financial markets and be able to communicate effectively with clients. They must be able to develop and implement investment strategies that are tailored to the individual needs of each client. Investment Associates must also be able to identify potential risks and opportunities in the market and develop strategies to mitigate those risks. Job Skills Required
• Knowledge of financial markets and investments
• Ability to analyze financial data
• Ability to develop and implement investment strategies
• Strong communication and interpersonal skills
• Ability to identify potential risks and opportunities
• Ability to work independently and as part of a team
Job Qualifications
• Bachelor’s degree in finance, economics, or a related field
• Relevant work experience in the financial services industry
• Professional certification, such as the Chartered Financial Analyst (CFA) or Certified Financial Planner (CFP)
Job Knowledge
• Knowledge of financial markets and investments
• Knowledge of financial analysis techniques
• Knowledge of investment strategies
• Knowledge of risk management
Job Experience
• At least two years of experience in the financial services industry
• Experience in developing and implementing investment strategies
• Experience in analyzing financial data
Job Responsibilities
• Analyze financial data and develop investment strategies
• Research investments and identify potential risks and opportunities
• Develop and implement investment strategies tailored to the individual needs of each client
• Monitor the performance of investments and make adjustments as needed
• Communicate effectively with clients and provide financial advice
• Maintain up-to-date knowledge of the financial markets and investments