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Investment Management Analyst Jobs

Associate, Investment Management Jobs
By BlackRock At New York, NY, United States
2-5 years of work experience in private equity, investment banking, management consulting, or other comparable role in industry
Candidates must be comfortable participating in diligence meetings with senior management; portfolio companies, sponsors and other investment professionals
Experience with one or more alternative asset classes (Private Equity, Private Credit, Real Assets) preferred
Passion for investing, intellectual curiosity as well as strong analytical, modeling, and critical reasoning skills
Proven experience in organizing and managing multiple priorities and deadlines
Ability to clearly articulate ideas, both written and oral, to internal and external audiences across various levels of seniority
Principal, Investment Risk Management-High Caliber, Reputable Global Investment Management Firm!
By Recruiting Resources, Inc. At Los Angeles Metropolitan Area, United States
· Coordinate risk management teams to maintain a consistent risk framework across the organization
· 8-10 years of professional experience in finance; 3+ years of senior level experience
· Proven success in developing, building, and overseeing risk management processes
· MBA, Advanced degree in quantitative finance, and/or CFA preferred
· Thorough knowledge of alternatives and broader fixed income markets
· Enhance framework for monitoring market, exposure and company-specific risks across the portfolio
Investment Analyst (Middle Office)-Global High Growth Investment Management Firm-La!
By Recruiting Resources, Inc. At Los Angeles Metropolitan Area, United States
2 -5 years of experience in the investment management/asset management industry; Internships included
Ensure the collateral management processing activity is executed in an accurate, complete, and timely manner
Work with senior management to continually improve all processes, procedures, and practices to enhance team efficiency.
High caliber, reputable global investment management firm, experiencing impressive growth, is in need of an Investment Analyst!
Monitor and review all investment activity to ensure all transactions are executed in accordance with internal control framework and regulatory requirements
Bachelor’s degree from accredited University/College; Finance/Accounting/Economics/Info Systems Major
Wealth Management/Investment Analyst
By Lead Advisor At New York City Metropolitan Area, United States
Ensure rebalancing, other trade orders and distributions are executed properly with direction from the CIO and wealth management advisors
Has 3+ years investment industry experience
Is highly detail oriented, procedural with excellent organizational skills
The core responsibilities of the role (but not limited to):
Conduct portfolio analysis and follow up research
Create investment proposals and recommendations for clients
Investment Management Development Program - Pa
By Vanguard At , Malvern
Demonstrated leadership ability and a passion for Investment Management
Technical knowledge a plus, such as data analytics and/or programming (Python/VBA) skills.
An undergraduate degree. Finance, Economics, Statistics, Math, Accounting, Engineering, or Computer Science degree preferred.
Strong analytical, problem solving, and conceptual thinking skills.
Excellent verbal, written, and interpersonal communication skills.
Vanguard is not offering sponsorship for this role.
Investment Management Intern Jobs
By Conning At Hartford, CT, United States
Pursuing Bachelor’s degree in Investments, Finance, Economics, or Business Management.
Special projects as assigned by areas in Investment Solutions, Portfolio Management, and Credit Research.
Provide reporting/client support for Portfolio Management Team.
Utilize skillset to discover and develop new solutions that can improve the implementation of certain investment processes.
Sophisticated skills in Excel like pivot tables, macros, and VBA programming.
API experience is a plus.
Wealth Management Investment Analyst
By NBT Bank At , Norwich
Bachelor's Degree, preferably in business or finance
Prior experience in a financial services related field is preferred but not required
Excellent written and oral communication skills
Ability to develop advanced knowledge of investment databases, systems, and applications
Unique Job Characteristics and Requirements:
Highly proficient with Microsoft Office, especially MS Excel and MS PowerPoint
Investment Compliance And Operations Specialist - Cigna Investment Management - Hybrid
By The Cigna Group At , Bloomfield, Ct

Role Summary: Cigna Investment Management (CIM) has overall responsibility for the over $35 billion investment portfolio for The Cigna Group, a leading global health company and Fortune 500 ...

Compliance Analyst - Investment Management (Boston, Ma)
By Daley And Associates, LLC. At Boston, MA, United States
3-5+ years of compliance experience in Investment Management
Compliance Analyst – Investment Management
Prioritize the assessment of client mandates to promote and maintain compliance with contractual, firm, and regulatory requirements
Perform additional compliance related responsibilities as directed
Strong experience with the review and approval of marketing and advertising materials in financial services
Solid understanding of the Investment Advisers Act and the requirements of a Compliance and Risk program under the Adviser Act
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.
Analyst, Quantitative Investment Management
By Fidelity Investments At Boston, MA, United States
5+ years of work experience in the investment management industry in a role where quantitative finance and technical skills were required.
Experience with quantitative portfolio construction methods, optimization techniques, tax-sensitive management, portfolio analysis.
Ability to work across the organization in various disciplines to drive consensus/closure; strong collaboration and influence skills; project management mind-set
Partner with the investment architecture team and business partners as a subject matter expert to guide requirements for future platform capabilities.
Look for opportunities to improve investment management efficiency and effectiveness across Portfolio Engineering (e.g., scale, process, client outcomes)
Analyst, Quantitative Investment Management, Strategic Advisers
Analyst, Acquisitions - Cbre Investment Management
By CBRE Investment Management At New York, NY, United States
Support the asset and portfolio management teams with ad-hoc financial analysis and other requests.
Undergraduate degree in finance, economics, or business administration.
1-3 years of related experience in financial analysis/real estate transaction.
Strong analytical and problem-solving skills with phenomenal attention to detail!
Excellent verbal and written communication skills to effectively present information.
Support the Director of Acquisitions and Senior Analyst for the North region in underwriting and analyzing of logistics investment opportunities.
Business Systems Analyst , Investment Management
By Daley And Associates, LLC. At Boston, MA, United States
Effective relationship management, consensus building and influencing skills combined with the ability to “pushback” diplomatically on internal stakeholders.
Facilitate working sessions and collaborate with business managers and end-users to elicit business requirements.
Communicate business requirements, including summaries of current business processes, use-cases, data flow diagrams, data mapping and wire frame mock-ups.
Experience with SDLC & RDLC, including delivering custom, complex software solutions.
Experience with evaluating and implementing enterprise scale, off-the-shelf software.
Effective communication skills, both written and verbal, to all levels of an organization.
Sr Associate, Business Analyst- Cbre Investment Management
By CBRE Investment Management At Dallas, TX, United States
Project management or change management (process or technology conversion) experience preferred.
Support senior management in the operation of the Americas Direct Real Estate business.
Partner with other business segments across CBRE Investment Management to drive efficiency and global consistency.
Real Estate Asset Management background preferred. Operations, Portfolio Analytics and Portfolio Management backgrounds to be considered as well.
This professional should have at least 5 years of professional experience.
Experience with visualization software (ex: Power BI, Tableau) and coding (Python, R, etc) a plus.
Investment Management Associate Jobs
By Douglas Scott Legal Recruitment At District of Columbia, United States
Representing investment advisers, underwriters and service providers to the investment company and investment adviser community.
Advising operating companies on investment company status issues.
Advising private fund clients on the Company and Adviser Acts 1940, as well as securities laws, compliance, and governance matters.
JD from ABA accredited Law school.
Admission to the DC Bar.
(Salary range for this position is $225,000 to $295,000)
Structured Credit Clo Analyst - Investment Management
By Network ESC A Division of Network Temps, Inc. At New York, NY, United States
Performs other duties and responsibilities as assigned by management.
Structured Credit CLO Analyst - Investment Management
Ensures compliance with applicable investment guidelines and directives from Head Office and Branch Management.
Bachelor’s degree in Finance or Economics or equivalent with 2+ years related experience.
Good knowledge of finance and basic accounting.
Good knowledge of corporate finance transactions.
Paralegal, Investment Management Jobs
By CBRE At Los Angeles, CA, United States
Ability to comprehend, analyze, and interpret sophisticated business and legal documents. Requires sophisticated analytical and quantitative skills.
Ability to work collaboratively and optimally with a cross-section of the Finance/Accounting, Legal/Compliance, and business organizations.
Liaises with outside law firms to update legal billing information in Legal Tracker.
Provide Quarterly Litigation claim overviews.
Assists with the global "Know Your Customer" and client on-boarding requests.
Paralegal Certificate from ABA Approved Program optional.
Strategic Incentives Group - Personal Investment Management, Avp
By Blackstone At New York, NY, United States
Work with management on items related to carried interest compensation
Personal Investment Management Group (“PIM”)
Job Title: Strategic Incentives Group – Personal Investments Management, AVP
Perform investment proceeds distributions for various funds, utilizing knowledge of carried interest calculations, fund structures and investment characteristics
Manage the quarterly and cumulative carried interest valuations and allocations
Manage and assist in projects related to technology, reporting, and process improvement
Portfolio Accounting Analyst - Investment Management
By Daley And Associates, LLC. At Boston, MA, United States
Portfolio Accounting Analyst - Investment Management
BS/BA degree in Finance, Accounting, Economics, etc.
3-5+ years of investment operations experience
Highly proficient Excel skills (v-lookups and pivot-tables)
This is a contract-to-hire opportunity, paying between $30-$40/hour (depending on experience).
Monitor settlements, lifecycle events and collateral of derivatives trades
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.

Are you looking for an exciting opportunity to join a dynamic team of investment professionals? We are seeking an Investment Management Analyst to join our team and help us achieve our goals. You will be responsible for analyzing financial data, developing investment strategies, and providing recommendations to our clients. If you have a passion for finance and a desire to make a difference, this is the job for you!

Overview An Investment Management Analyst is responsible for providing financial analysis and advice to clients on their investments. They analyze financial data, develop investment strategies, and provide advice on how to best manage investments. They also monitor the performance of investments and make recommendations for changes. Detailed Job Description An Investment Management Analyst is responsible for providing financial analysis and advice to clients on their investments. They analyze financial data, develop investment strategies, and provide advice on how to best manage investments. They also monitor the performance of investments and make recommendations for changes. They must be knowledgeable about the financial markets and have a strong understanding of investment products and strategies. They must be able to analyze financial data and develop investment strategies that are tailored to the individual needs of the client. They must also be able to communicate their findings and recommendations to the client in a clear and concise manner. Job Skills Required
• Analytical and problem-solving skills
• Knowledge of financial markets and investment products
• Knowledge of financial analysis techniques
• Ability to interpret financial data
• Ability to develop investment strategies
• Ability to communicate effectively
• Ability to work independently and as part of a team
• Ability to work under pressure
Job Qualifications
• Bachelor’s degree in finance, economics, accounting, or a related field
• Master’s degree in finance, economics, accounting, or a related field preferred
• Professional certification in investment management preferred
• 3+ years of experience in investment management or financial analysis
Job Knowledge
• Knowledge of financial markets and investment products
• Knowledge of financial analysis techniques
• Knowledge of investment strategies and portfolio management
• Knowledge of risk management techniques
• Knowledge of financial regulations and laws
Job Experience
• 3+ years of experience in investment management or financial analysis
• Experience in developing investment strategies
• Experience in analyzing financial data
• Experience in portfolio management
• Experience in risk management
Job Responsibilities
• Analyze financial data and develop investment strategies tailored to the individual needs of the client
• Monitor the performance of investments and make recommendations for changes
• Communicate findings and recommendations to the client in a clear and concise manner
• Research and analyze financial markets and investment products
• Develop and implement risk management strategies
• Ensure compliance with financial regulations and laws
• Prepare reports and presentations for clients and management