Investments Associate Jobs

Refine processes and spearhead investment strategies for Wildflower, including acquisitions asset management, equity and debt procurement, and new innovation initiatives.

Develop and implement risk management policies and procedures.

In-depth knowledge of real estate finance, including property valuation, project financing, complex financial arrangements and promote structures, and financial modeling.

Manage the company's and each project’s capital structure, including debt and equity financing, capital budgeting, compliance and investor relations.

Lead preparation of offering memorandums for each investment opportunity.

Strong relationships with LPs, financial institutions, and capital markets participants. Experience with managing banking relationships and external vendors.

Experience performing data analysis, financial modeling, and investment evaluation

Strong written and oral communication and interpersonal skills

Conducting due diligence analysis of potential PE investment opportunities: reviewing detailed company info, conducting in-depth industry analysis, modeling, valuation analyses, etc.

Prepare and present investment recommendations to the team

Assisting with monitoring of the investment portfolio

You have strong foundational knowledge of the investment industry and, ideally, with some experience or familiarity with the asset management industry.

You have a bachelor's degree, with an emphasis on marketing, economics, finance, journalism, or a related field.

You'll have experience working with tight deadlines, ideally in financial journalism.

I can succeed as a Senior Writer at Capital Group.

I am the right person Capital Group is looking for

Minimum of 10 years of professional experience with 5 years in investment management/banking/trading business management or operations

Manage key strategic investment and finance related technology and data vendor relationships

Excellent communication and influencing skills with experience leading complex projects and managing deadlines

Partner with the team to create and drive Martello’s investment and finance teams’ business unit strategy, priorities and target operating model

Design and lead the operational buildout to enhance the infrastructure supporting Martello’s investment and finance functions

Strong analytical and critical thinking skills; propensity to challenge thinking, problem tackle and improve processes

Minimum of 10 years' directly relevant experience in impact investing, management consulting, private equity, private debt and/or investment banking

Background in assessing climate and/or climate justice investments; experience assessing real assets and project finance preferred

Expert knowledge of Microsoft Word, Excel and PowerPoint, experience using think-cell preferred

MBA or similar advanced degree in finance, business, accounting, economics, or related field preferred

Knowledge of and passion for using investing as a means by which to engender social and environmental impact

Outstanding, demonstrated analytical, research and due diligence skills

1-2+ years working in investment banking, venture / growth equity, strategy consulting or strategic corporate finance with a proven track record

Experience managing transaction / investment processes and working across cross-functional teams

Experience using Microsoft Excel and PowerPoint

Ability to perform under pressure and manage deadlines

Ability to manage multiple projects

Strong written and verbal communication skills

Produce investment presentations and approval memos for senior management and executive board meetings.

Advanced Excel skills with strong financial analysis and valuation modelling abilities.

Exceptional verbal and written communication skills with proficiency in PowerPoint and flair for presenting analysis clearly and creatively.

Exceptional research and data analysis capabilities with ability to analyze large data sets and create models for quantitative analyses.

Excellent interpersonal and networking skills necessary for developing effective business relationships both within and outside the company.

An attractive and comprehensive benefits package including medical, dental, vision, life & disability coverage, and 401K + employer matching.

Inquisitive, with a willingness to learn and explore beyond traditional boundaries, constantly seeking to enhance knowledge and skills.

Demonstrate flexibility and adaptability with periodic travel requirements to gain firsthand insights into investment operations.

0 - 2 years of relevant work or internship experience.

Excellent problem-solving abilities, receptive to creative and unconventional thinking.

Keen interest and basic understanding of financial modeling, finance, and accounting concepts.

Play a pivotal role in devising both internal and external presentations to foster alignment and build consensus among key stakeholders.

You have a bachelor's degree, with an emphasis on marketing, economics, finance, journalism or a related field.

You have strong analytical and research skills - having used data to help create compelling charts and infographics.

You can create content for all channels - web, webinars, podcasts, video-on-demand.

You are digitally savvy. You have good understanding of digital tools and channels, such as social media, search and content marketing.

"I can succeed as a Senior Financial Writer at Capital Group."

I am the right person Capital Group is looking for

Take a proactive lead on mergers and acquisitions (M&A) initiatives, including financial modeling, sensitivity analyses and coordination of counterparty offers.

Manage the Company’s portfolio of projects, assessing capital allocation strategies, leading valuations impacts and identifying funding risks and mitigations.

At least 3 years of project finance, corporate or investment finance within the energy industry (renewables, fossil, general power markets, etc.).

Associate, Corporate Finance & Investments

Remote to the United States

Support executives in structuring and negotiating power purchase agreements; attend offtake client meetings and provide real-time advisory services to internal stakeholders.

Transaction Due Diligence. Support the investments and asset management teams throughout the due diligence process.

Support the investments and asset management teams throughout the due diligence process.

2 years of professional experience with an interest in the retail real estate industry.

Bachelor’s Degree with a concentration in Finance or Economics is preferred.

Superb verbal and written communication abilities.

Excellent technical skills and demonstrated working proficiency in Microsoft Office, specifically, Outlook, Excel, Word, and PowerPoint.

Communicate valuation analysis, portfolio developments and macro trend analysis with investment teams and asset managers

Big 4 experience strongly preferred

4+ years of business or debt & equity valuation experience

Excellent communication, business writing and presentation skills

Conduct discounted cash flow analysis and comparable transaction analysis

Interact with investors, valuation consultants and external auditors to explain valuation methodologies

2+ years of structured products valuation experience

Demonstrated proficiency with Python, VBA and Excel with specific knowledge of data query formation and reporting

Strong knowledge of structured product and derivative asset classes - ABS, MBS, Interest Rate Swaps, Futures, Swaptions, Currency Forwards, etc.

Strong communication and interpersonal skills

Perform valuation analysis and risk reporting across a variety of structured asset classes (ABS, MBS, Derivatives, etc.)

Develop daily liquidity risk and VaR calculations

Bachelor’s or Master’s degree or equivalent work experience in a newsroom setting

Previous experience covering news, working in, and reacting to breaking-news situations.

Knowledge of other key editorial players in the landscape and the desire to hone Sherwood’s distinct voice

You’ll help pitch, research and fact check story coverage.

You'll help ensure our news products span a balance of perspectives and topics, and uphold Sherwood’s editorial and ethics standards.

Here, you will have the opportunity to transform your career in a dynamic environment that supports excellence and autonomy.

You are aware of the trends in future of work, personal finance, and entrepreneurship

Ability to work independently and manage your time effectively

Content Creator — YouTube, TikTok, or Instagram

Reselling and Thrifting — including eBay, Etsy, Mercari, Poshmark, and others

E-Commerce — including Amazon, Shopify, and your own online store

Gig Economy — like DoorDash, Uber, or Lyft

Willingness to proactively help the team and be responsible for recurring client deliverables including reporting for financial and portfolio information management.

Demonstrated leadership skills, and strong problem-solving and analytical skills.

A desire to develop stronger investment and financial reporting knowledge, and meaningfully contribute to business success.

Experience with data aggregation, analysis and reporting preferred (e.g., Addepar, Black Diamond, PCR).

Client related investment activities including trading, asset movement, portfolio reporting, data analysis and quality control.

Monitor portfolio performance through benchmarking, reporting, and compliance adherence to federal Regulation 9 standards.

Conduct analysis, financial modeling, and research to support portfolio and business management activities

Collaborate with the investment team to provide strategic insights and recommendations on portfolio construction, asset allocation, and risk management.

Bachelor's degree in finance, business, economics, or a related field. MBA or CFA designation is preferred but not required.

Excellent analytical and quantitative skills with the ability to collect, analyze, and interpret complex data from multiple sources.

Analyze financial data, investment performance metrics, and risk factors to evaluate the performance and effectiveness of current investment strategies.

Support the development and execution of business plans, including market entry strategies, expansion opportunities, and strategic partnerships.

Minimum 5 years’ post-qualification experience

Knowledge of and experience with hedge accounting for investments

Experience with requirements of SEC, rating agency and other regimes’ reporting with respect to investments

Minimum 5 years’ investment experience

US and Bermuda Insurance Experience essential; UK Preferred

Strong knowledge of fixed income, foreign exchange, derivative and equity markets

Manage loan and portfolio level data in loan management system database.

Advanced technical skills in financial and spreadsheet software including Excel; large dataset analysis experience a plus

Bachelor’s Degree preferred with an emphasis of study in Finance/Real Estate

Preferred advanced skills in Windows Office Suite applications, Adobe Creative Suite, and CoStar

Assist in the underwriting of new commercial mortgage loan investments for multifamily, industrial, office, self-storage and select retail investment opportunities.

Lead the overall coordination of the annual risk rating review process and annual loan evaluation process.

· Prepare detailed portfolio analysis and modeling of the investment vehicles managed by the company.

· Manage the preparation and updating of reports and databases focused on WPT’s portfolios.

· Assist the firm’s accounting and finance team with new investment onboarding and valuation processes.

· Bachelor’s Degree in Real Estate, Finance, Accounting, Economics or related field.

· Up to three years of relevant financial or real estate experience.

· Understanding of real estate and finance terminology.