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Investment Consultant Jobs

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 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.
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 Analytics Consultant Jobs
By Allspring Global Investments At Menomonee Falls, WI, United States
5+ years of experience delivering analytics solutions in a business environment
Experience delivering analytics to non-technical consumers via business intelligence tools
Experience solving business problems using statistical and/or machine learning techniques or advanced visualizations
BA/BS degree or higher in data science, computer science, mathematics, statistics, financial engineering, econometrics, actuarial science, physics, engineering, or finance
Programming experience with Python, SQL, or similar languages
Experience using Tableau or similar business intelligence tools
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

Investment Consultant - Va Beach, Virginia
By Fidelity Investments At Virginia Beach, VA, United States
Outstanding consultative selling and organizational skills
With our open architecture, you offer a wide broad range of financial solutions
Effectively engaging clients through personal interactions, reflecting your interpersonal communication and relationship building skills
Previous success in building relationships, uncovering needs and recommending solutions
You have a comprehensive understanding of various investment solutions, and can educate customers on the values and differences of each
Being coachable, collaborative, and curious are your "go to" attributes
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.
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.
Svp, Investment Consultant Jobs
By Wilshire At Chicago, IL, United States
Performance attribution and risk management
Manage client relationships across all investment-related matters
Capital markets commentary and education
Experience and confidence in speaking at conferences/webinars
Provide education and mentoring to assist in professional growth
7-10 years of experience working with institutional investors
Svp, Investment Consultant Jobs
By Wilshire At Pittsburgh, PA, United States
Performance attribution and risk management
Manage client relationships across all investment-related matters
Capital markets commentary and education
Experience and confidence in speaking at conferences/webinars
Provide education and mentoring to assist in professional growth
7-10 years of experience working with institutional investors
Svp, Investment Consultant Jobs
By Wilshire At Broomfield, CO, United States
Performance attribution and risk management
Manage client relationships across all investment-related matters
Capital markets commentary and education
Experience and confidence in speaking at conferences/webinars
Provide education and mentoring to assist in professional growth
7-10 years of experience working with institutional investors
Svp, Investment Consultant Jobs
By Wilshire At Santa Monica, CA, United States
Performance attribution and risk management
Manage client relationships across all investment-related matters
Capital markets commentary and education
Experience and confidence in speaking at conferences/webinars
Provide education and mentoring to assist in professional growth
7-10 years of experience working with institutional investors
Investment Counselor Jobs
By Citi At , New York, Ny $170,000 - $300,000 a year
Extensive experience in providing investment advice and solutions as well as managerial experience.
Knowledge of and ability to communicate capital markets strategies (equity, fixed income, FX derivatives, rates, credit, structured products) with clients.
Knowledge of volatility and correlation driven strategies across asset classes – pricing of options, volatility, skew,etc
Implement a strategic advisory approach to account planning, focusing on the investment relationship in partnership with the Banker
Arrange and lead regular (quarterly) investment and business reviews with assigned clients
Provide clients with direct access to trading desks where appropriate
Investment Professional Jobs
By Owl Ventures At United States
Experience in Education and/or Technology sectors a plus, but not a requirement
2-7 years of investment banking, finance, VC/PE, consulting, or other relevant experience
Ability to establish trust and develop relationships with management teams
Intellectually curious with strong analytical, financial modeling, and communication skills (oral and written)
Opportunity Identification –research new markets and industry trends, conduct outreach to companies, collaborate with the investment team to prioritize actionable opportunities
Portfolio Support– collaborate with the investment team to support growth initiatives across Owl's portfolio and oversee investment progress