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Investment Research Associate Jobs

Investment Associate / Senior Associate - Manager Research
By Family Office At New York, United States
• Required Skills and Experience:
Financial modeling skills and general knowledge of portfolio theory, capital markets, private equity, and/or quantitative trading strategies
Among the responsibilities, the Investment Analyst will:
• Monitor and evaluate the fund managers in the Foundation’s portfolio
o Review manager reports and letters, and participate in periodic meetings with investment managers
• Perform quantitative and qualitative analyses of existing and prospective fund managers
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
Analyst, Investment Research Jobs
By Invesco US At Houston, TX, United States
Works with portfolio management team to assess securities within investment objectives and fund restrictions for the retail and institutional portfolios
Follow, update, and incorporate academic research into the portfolio management and asset allocation process
Design and maintain procedures and tools that make data management and investment research more efficient
Experience in strategic / tactical asset allocation analysis at a reputable retail/institutional investment firm is a plus
Strong programming skills in R or Python
Experience in working with large data to perform statistical and quantitative analysis
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 Research Analyst Jobs
By JNBA Financial Advisors At Bloomington, MN, United States
• How many years of wealth management experience do you have?
• Outstanding communication skills, both verbal and written
• What is the highest level of education you have completed?
• Must obtain Series 65 license within six months of start date to become Investment Advisor Representative
• Willingness to pursue CFA, CIPM, CAIA, CMT or similar designation
• A strong desire to learn JNBA’s tools and processes
Investment Research & Trading Associate
By Rockefeller Capital Management At Atlanta, GA, United States
Assist the Head of Asset Management on projects to advance the Asset Management business’ capabilities over time.
Offering trading related input to position selection and management
Work closely with Portfolio Managers on investment selection, tactical timing, and sizing/risk management
Maintain high standard of communication across the Asset Management, Relationship Management and Service & Operations teams.
0-5 years of research & financial analysis experience in the investment field covering various industries and companies
Strong skills in working with investment-related data services including Bloomberg & FactSet
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
Wealth Management – Investment & Research Team – Investment Governance Associate
By JPMorgan Chase & Co At , New York, 10017, Ny $85,500 - $135,000 a year
Industry experience, preferably in investment or asset management
Required qualifications, capabilities and skills
Preferred qualifications, capabilities and skills
Analytical skills and good working knowledge of Excel and PowerPoint. VBA or Programming knowledge a plus.
Strong written, verbal communication, and presentation skills
Support creation of new frameworks for oversight of new business initiatives
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
Student Investment Research Analyst
By Phi Fiscal At New York, United States
Currently enrolled in high school or college with a major in finance or economics
Strong analytical and critical thinking skills
Knowledge accessing SEC EDGAR/10-Ks preferred
Conduct thorough research on assigned companies, industries, and market trends
Analyze financial statements, industry reports, and economic data
Create 2-4 page reports summarizing research findings
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.
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 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
Research Assistant (Administrative And Investment Analysis)
By Mission Staffing At New York City Metropolitan Area, United States
Excellent organizational and time management abilities, with the capacity to handle multiple tasks simultaneously and meet deadlines.
Prior experience in an administrative role and exposure to investment analysis or finance is preferred.
Collaborate with portfolio managers and analysts to assess the viability and potential returns of proposed investments.
Bachelor's degree in finance, economics, or a related field.
Strong analytical and problem-solving skills, with the ability to conduct detailed financial analysis and interpret complex data.
At least two years of experience as a Research Assistant from a competing fund
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 apply your financial analysis and research skills to help drive investment decisions? We are looking for an Investment Research Associate to join our team and help us make informed decisions about our investments. You will be responsible for conducting financial and market research, analyzing financial data, and providing recommendations to our investment team. If you are an analytical thinker with a passion for finance, this could be the perfect job for you!

Overview:

An Investment Research Associate is a professional who provides research and analysis to support investment decisions. They are responsible for researching and analyzing financial data, market trends, and other information to help inform investment decisions. They may also provide advice and guidance to clients on investment strategies.

Detailed Job Description:

Investment Research Associates are responsible for researching and analyzing financial data, market trends, and other information to help inform investment decisions. They must be able to interpret and analyze financial statements, identify trends, and make recommendations based on their findings. They must also be able to communicate their findings to clients in a clear and concise manner. Investment Research Associates must be able to work independently and as part of a team.

What is Investment Research Associate Job Skills Required?

• Strong analytical and problem-solving skills
• Excellent communication and interpersonal skills
• Ability to interpret and analyze financial statements
• Knowledge of financial markets and investment strategies
• Ability to work independently and as part of a team
• Proficiency in Microsoft Office Suite

What is Investment Research Associate Job Qualifications?

• Bachelor’s degree in finance, economics, or a related field
• Relevant experience in investment research or financial analysis
• Professional certification such as the Chartered Financial Analyst (CFA) or Chartered Investment Manager (CIM)

What is Investment Research Associate Job Knowledge?

• Knowledge of financial markets and investment strategies
• Understanding of financial statements and financial analysis
• Knowledge of financial regulations and compliance
• Understanding of risk management and portfolio management

What is Investment Research Associate Job Experience?

• At least two years of experience in investment research or financial analysis
• Experience in portfolio management and risk management
• Experience in financial modeling and forecasting

What is Investment Research Associate Job Responsibilities?

• Research and analyze financial data, market trends, and other information to inform investment decisions
• Prepare reports and presentations to communicate research findings to clients
• Monitor financial markets and identify potential investment opportunities
• Develop and maintain financial models and forecasts
• Provide advice and guidance to clients on investment strategies
• Ensure compliance with financial regulations and industry standards