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Investment Reporting Associate 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
Investment Associate Jobs
By Expert Dojo At Santa Monica, CA, United States
Monitor and manage the performance of portfolio companies
Bachelor's degree or equivalent experience
1 - 5 year professional working experience
Strong communication and interpersonal skills
Conduct modeling and financial analyses
Outreach and find companies that could be potential investments
Investment Associate Jobs
By Proven Recruiting At Austin, TX, United States
Bachelors degree in Finance, Economics, Accounting or related
2+ years experience in valuation or investment companies
Assist with the due diligence process by conducting investment models and several analysis
Monitor trends in the investment space
Access and analyze financial data, review valuations and draft commentary and materials for presentations
Great company culture – be part of a collaborate environment!
Investment Associate Jobs
By Career Rockstars At , New York $125,000 a year
Develop financial and operational modeling skills
2-3 years of investment banking and/or private equity experience
Exceptional analytical and modeling skills
Excellent interpersonal skills and work ethic
Location: New York City (3 days in office)
1) Co-founder is a prominent and widely recognized figure in the credit space
Investment Associate Jobs
By M13 🚀 At Los Angeles, CA, United States
You are comfortable and proficient working with data, including using Microsoft Excel, Pitchbook and PowerPoint to generate insights and communicate.
You have a strong academic track record and history of achievement.
Comprehensive Health Package - Medical, dental, and vision plans that are thoughtful and supportive of the needs of each M13 employee
Investment Associate Jobs
By M13 At , Los Angeles $150,000 - $175,000 a year
You are comfortable and proficient working with data, including using Microsoft Excel, Pitchbook and PowerPoint to generate insights and communicate.
You have a strong academic track record and history of achievement.
Comprehensive Health Package - Medical, dental, and vision plans that are thoughtful and supportive of the needs of each M13 employee.
What's in it for you:
$150,000 - $175,000 a year
Investment Associate Jobs
By MiddleGround Capital At Lexington, KY, United States
Supports SA/VP in submission of Indications of Interest, as directed, and attends Management Presentations, as assigned.
Supports the portfolio company management team’s banking relationship to ensure good communication
2+ years in investment banking, private equity, financial advisory or management consulting
Strong organizational skills and able to manage to a deadline
Extensive knowledge of financial and operating models and related Microsoft Office software
Prior sell-side or buy-side transaction execution experience
Tdv Investment Associate Jobs
By Takeda Pharmaceutical At , Boston
Confident and positive, high-energy, cultured, and capable of easily interacting with senior management.
Conduct background checks on the current management of the target company
EDUCATION, BEHAVIOURAL COMPETENCIES AND SKILLS:
Outstanding analytical skills, detail-oriented, proactive, and self-motivated
Strong knowledge of Excel including advanced function
Experience with cash flow modeling and investment valuation techniques
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 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
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 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
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 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 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
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.

Are you looking for an exciting opportunity to join a dynamic team and help shape the future of investment reporting? We are looking for an Investment Reporting Associate to join our team and help us create meaningful and accurate reports for our clients. You will be responsible for analyzing financial data, creating reports, and providing insights to our clients. If you have a passion for finance and a keen eye for detail, this could be the perfect job for you!

Overview An Investment Reporting Associate is responsible for providing accurate and timely financial reporting and analysis of investments. They are responsible for preparing and analyzing financial statements, creating reports, and providing advice and guidance to clients. Detailed Job Description An Investment Reporting Associate is responsible for providing accurate and timely financial reporting and analysis of investments. They are responsible for preparing and analyzing financial statements, creating reports, and providing advice and guidance to clients. They must be able to interpret and analyze financial data, identify trends, and make recommendations. They must also be able to communicate effectively with clients and other stakeholders. Job Skills Required
• Strong analytical and problem-solving skills
• Excellent communication and interpersonal skills
• Proficiency in Microsoft Office Suite, particularly Excel
• Ability to interpret and analyze financial data
• Knowledge of financial reporting and analysis
• Ability to work independently and as part of a team
• Ability to manage multiple tasks and prioritize workload
Job Qualifications
• Bachelor’s degree in finance, accounting, or related field
• At least two years of experience in financial reporting and analysis
• CPA or CFA certification preferred
Job Knowledge
• Knowledge of financial reporting and analysis
• Knowledge of investment products and services
• Knowledge of financial markets and trends
• Knowledge of accounting principles and practices
Job Experience
• At least two years of experience in financial reporting and analysis
• Experience in investment banking, asset management, or related field
• Experience in preparing and analyzing financial statements
Job Responsibilities
• Prepare and analyze financial statements
• Create reports and provide advice and guidance to clients
• Monitor and analyze financial markets and trends
• Identify potential investment opportunities
• Monitor and report on portfolio performance
• Develop and maintain relationships with clients and other stakeholders
• Provide support to other departments as needed