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Investment Professional Jobs

Leveraged Credit/Clo Investment Professional
By Confidential At Boston, MA, United States
Investment banking experience is required (leveraged finance/M&A/restructuring). Buy-side experience is highly attractive
Investing for their CLO strategy - High Yield bonds and Leveraged Loans
Analysis, investment and underwriting of bond and loan investments with a US focus
Liaising with both internal and external counterparts
Support the senior investment and PM team with origination and execution of investment opportunities
Leveraged Credit/CLO Investment Professional - Global Fund (Boston)
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
U.s. Private Bank – Investment Professional – Analyst
By JPMorgan Chase & Co At , Greenwich, 06830 $76,000 - $100,000 a year
Manage Alternatives documents, including, submission, monitoring and working with clients to complete/correct
1-2 years of industry related experience
Exceptional follow-up and follow-through skills
Experience and interest in financial markets and concepts
Create mandates for discretionary accounts
Work with Team Leader to monitor Client Advisor loadings.
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
International Private Bank- Investment Professional- Gfg
By JPMorgan Chase & Co At , New York, 10017 $150,000 - $160,000 a year
Manage Alternatives documents, including, submission, monitoring and working with clients to complete/correct
1-2 years of industry related experience
Exceptional follow-up and follow-through skills
Experience and interest in financial markets and concepts
Create mandates for discretionary accounts
Work with Team Leader to monitor Client Advisor loadings.
Associate, Blackrock Impact Opportunities, Investment Professional
By BlackRock At , New York $142,500 - $170,000 a year
2-5 years of work experience in 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
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.
Senior Investment Professional Jobs
By clewed. At United States
Hands-on involvement in the management of portfolio companies, providing advice and access to resources to maximize returns
Ambitious and able finance professional interested in disrupting the market and building a big business
Proven track record of leadership skills. A strong desire to work closely with entrepreneurs
Superior financial modeling skills, comfortable with accounting and strong analytical and valuation skills
Strong written and verbal communication skills
7+ years of investment experience with a middle market private equity firm
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.
Distressed/Special Situations Investment Professional - Global Fund
By Confidential At New York, NY, United States
Strong analysis and financial modelling skills, especially with a focus towards distressed and special situations, or leveraged finance
Liaise with an impressive team across research, portfolio management, trading and investor relations
The candidate should either be currently in a current credit investment seat, restructuring, distressed trading desk, leveraged finance, etc.
Sourcing and execution of credit opportunities across both private and public bonds, loans, post re-org equity and other similar securities
Investing in stressed, distressed and special situations credit opportunities
Working within an international investment team, the role will focus on or require:
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, ...

U.s. Private Bank - Investment Professional - Analyst
By JPMorgan Chase Bank, N.A. At , Greenvale, 11548, Ny $76,000 - $100,000 a year
Manage Alternatives documents, including, submission, monitoring and working with clients to complete/correct
1-2 years of industry related experience
Exceptional follow-up and follow-through skills
Experience and interest in financial markets and concepts
Create mandates for discretionary accounts
Work with Team Leader to monitor Client Advisor loadings.
J.p. Morgan Wealth Management - Unlicensed Investment Professional
By JPMorgan Chase & Co. At Elgin, IL, United States
Required Qualifications, Capabilities, And Skills
Preferred Qualifications, Capabilities, And Skills
FINRA Series 7 and 63 (or equivalent) required or obtained within 90 days, in addition to meeting FINRA continuing education requirements
Excellent telephone communication and customer service skills, displaying a high level of professionalism
Ability to manage multiple priorities in a fast-paced environment; adaptive to change
At least two years of financial services or brokerage experience
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