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Senior Investment Analyst Jobs

Senior Investment Advisor Jobs
By The Newburgh Group At Cincinnati Metropolitan Area, United States
10+ years of investment industry experience.
Full knowledge of the investment landscape including equities, stocks, bonds, and hedge funds.
Ultra High Net Worth INVESTMENT ADVISOR
Aifa Senior Analyst (Investment & Project Finance Senior Analyst)
By ENGIE North America Inc. At Houston, TX, United States
Actual salary offered may vary depending on geography, experience, education, internal pay alignment, or other bona fide factors
Lead as the finance single point of contact for the investment business case, centralizing accounting, tax, treasury, and corporate finance requirements
Knowledge of Tax Equity structures and IRS requirements
Manage multiple parties including banks, consultants, lawyers as well as internal stakeholders to bring transactions to successful close
Bachelor’s degree in Finance, Business, Economics, Accounting, or Engineering
Masters, MBA, CFA, CPA, and/or equivalent certifications are an advantage
Senior Investment Portfolio Analyst
By U.S. Bank At New York, NY, United States
Well-developed quantitative, analytical, and financial skills with an interest in portfolio management and trading.
Develop and maintain spreadsheets and quantitative analyses for a variety of financial applications, including financial statements, management reporting, budgets, and forecasts.
Prepare reports and presentations for internal committees, management decision-making and for regulatory agencies.
Participate in the design and implementation of management reporting systems, internal controls, and accounting policies.
Work with Derivative Analytics and Accounting teams to develop and analyze FAS133 derivative hedging capabilities and reporting, and monitor hedge effectiveness.
Bachelors degree in Finance, Economics, Statistics, Accounting, or similar areas of study
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 Senior Associate Jobs
By REI At United States
Proven experience in venture capital, private equity, investment banking, management consulting, or a similar field (2-5 years).
Bachelor's degree in business, finance, economics, or a related field; an MBA or other advanced degree is a plus.
Strong analytical skills with the ability to perform in-depth industry research, financial modeling, and market analysis.
Exceptional communication and interpersonal skills, with the ability to build relationships and engage effectively with founders, investors, and other stakeholders.
Uses business knowledge, innovative thinking, and sound judgment in the solution of problems or the pursuit of business opportunities.
Assess the founding teams of potential investments using backchannel referencing, secondary sources, and other available resources.
Senior Investment Analyst - Strategy & Allocation
By UPS At Atlanta, GA, United States

Explore your next opportunity at a Fortune Global 500 organization. Envision innovative possibilities, experience our rewarding culture, and work with talented teams that help you become better every ...

Senior Investment Associate Jobs
By Northern Trust Wealth Management At Naples, FL, United States
Knowledge of investment products, services and terminology, usually obtained through on the job training or prior experience, are needed.
Undergraduate degree in business, finance, economics or equivalent relevant work experience highly preferred.
Monitor daily all current and outstanding capital structure offers, and ensure that capital structure decision deadlines are met.
Communicate information on current offers, relevant research recommendations and any other related information to PMs.
Analytical and organizational skills are needed to meet deadlines and solve client or administrative projects.
Candidates should have 2-3 years of investment and personal trust client servicing experience.
Senior Investment Associate Jobs
By Rockefeller Capital Management At Paramus, NJ, United States
A minimum of 3-5 years of experience in wealth or investment management
Due diligence and research of new and existing managers and alternative investments.
Maintain relationships with various managers, hedge funds, feeders and alternative companies.
Ability to adapt to constantly changing market conditions, reporting needs and requirements
Detail-oriented with strong analytical capabilities
Ability to manage and prioritize multiple tasks effectively
Senior Investment Analyst (Canada Pension))
By UPS At Atlanta, GA, United States

Explore your next opportunity at a Fortune Global 500 organization. Envision innovative possibilities, experience our rewarding culture, and work with talented teams that help you become better every ...

Senior Investment Analyst Jobs
By Rocade LLC At Arlington, VA, United States
Join our team-oriented approach to investing and risk management and be a strong team contributor.
Creating and maintaining financial models and scenario analysis, leveraging advanced Excel and modeling skills.
Have outstanding communication skills (both oral and written) along with strong interpersonal skills and the ability to understand complex subject matter.
Thrive on being a problem solver with excellent analytical and critical thinking skills.
Preparing investment memos, presentation material, and term sheets. Writing research reports on prospective loans, analysis of data, earnings, and collateral valuation.
Assisting in due diligence and financial statement analysis for new potential investments.
Senior 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
Senior Investment Analyst Jobs
By California Institute of Technology At , Pasadena, 91125, Ca $95,950 - $129,000 a year
Requires a Bachelor's or equivalent degree in economics, finance, or equivalent field; and
2 years of post-baccalaureate experience as an investment analyst or equivalent position with a U.S.-based non-profit endowment or foundation including:
Must have excellent written and verbal English communication skills.
Requires Chartered Financial Analyst (CFA) designation or eligibility for regular membership in the CFA Institute.
Senior Investment Analyst Jobs
By Rockefeller Capital Management At Walnut Creek, CA, United States
3+ years of client service experience within the private wealth management industry required
Due diligence and research of new and existing investment managers, alternative investments, and related financial partners, products, and services
Maintain relationships with various managers and key investment, financial advisory, and service support partners
Excellent client facing, interpersonal, organizational, and client service skills
Ability to adapt to constantly changing market conditions, reporting needs and requirements
Ability to work in a fast-paced, high intensity work environment as well as manage multiple tasks effectively with frequent interruptions
Senior Analyst - Investment Guideline Management (Igm) - Americas
By Deutsche Bank At Jacksonville, FL, United States
Communicate investment guideline breaches to portfolio managers for validation
Understand business and regulatory requirements and ensure functions are being performed in those requirements
4-5 years of experience in the Financial Services, Compliance/Regulatory background is preferred
Ability to function effectively in a large team environment, ask questions and sound decision-making skills
Professional and articulate; excellent interpersonal skills; well-developed oral and written communication skills.
Good organizational skills and ability to effectively prioritize work, demonstrating flexibility when handling multiple tasks and timely decision making
Senior Analyst - Investment Operations
By Global Atlantic Financial Group Opportunities At , Boston, Ma $60,500 - $115,300 a year
Review current infrastructure and provide enhancements for risk management and analytics of the investment portfolio.
Bachelor's degree with 3-5 years of experience, experience in Middle Office or Investment Operations preferred
Strong analytical and problem solving skill set
Excellent communication and interpersonal skills to work in a fast paced, high pressure, and dynamic team environment
Ability to multi-task multiple high priority responsibilities
Proficiency with Microsoft Excel (VBA and Visio experience a plus)
Senior Investment Associate Jobs
By Verrus At San Francisco Bay Area, United States
Strong project management and organizational skills.
$130,000 to $150,000 + Bonus (50% of Salary) + Highly Competitive Benefits
A minimum of four years’ successful work experience in investment banking, private equity, consulting, accounting, or mezzanine financing
Quantitative reasoning and problem-solving skills, with strong attention to detail.
Excellent written and oral communication skills.
Tech Enabled Services, SaaS & Automation Enabled Businesses
Senior Data Analyst - Investment Management
By InvestM Technology LLC At United States
7+ years of experience as a Data Analyst in an Investment Management or Investment Services organization or Hedge Fund
5+ years of hands-on experience in SQL
MBA degree or CFA qualification
CFA CIPM(Certificate in Investment Performance Measurement) certification
Ability to code in Python or Java
Senior Investment Research Analyst
By Navigate Ventures At United States
- Bachelor’s degree or equivalent experience in Finance, Economics, Data Science, Engineering, Computer Science, or Business preferred
- Conduct preliminary qualification calls with potential investment prospects
- Support and prepare the necessary documentation for financial reporting and external audits with the Finance Team
- 1 – 2 years prior work experience preferably in Business Acquisitions or investment banking environment.
- Experience with financing instruments and financial modeling
- Strong interpersonal skills and ability to work well in a small team

Are you a Senior Investment Analyst looking for an exciting new challenge? We are looking for a motivated and experienced professional to join our team and help us make smart investments that will maximize our returns. If you have a passion for financial analysis and a strong track record of success, we want to hear from you!

Overview A Senior Investment Analyst is a professional who is responsible for researching and analyzing investments, making recommendations, and providing advice to clients on their investments. They may work for a financial institution, investment firm, or other organization. They must have a strong understanding of the financial markets and be able to make sound decisions based on their research and analysis. Detailed Job Description A Senior Investment Analyst is responsible for researching and analyzing investments, making recommendations, and providing advice to clients on their investments. They must have a strong understanding of the financial markets and be able to make sound decisions based on their research and analysis. They must be able to interpret financial data and identify trends in the market. They must be able to assess the risk and potential return of investments and provide advice to clients on the best investments for their needs. They must also be able to monitor investments and make adjustments as needed. Job Skills Required
• Strong analytical and problem-solving skills
• Excellent communication and interpersonal skills
• Ability to interpret financial data and identify trends
• Knowledge of financial markets and investments
• Ability to assess risk and potential return of investments
• Ability to monitor investments and make adjustments as needed
• Ability to work independently and as part of a team
Job Qualifications
• Bachelor’s degree in finance, economics, or a related field
• Master’s degree in finance, economics, or a related field preferred
• Professional certification in investments or financial analysis preferred
• 5+ years of experience in investments or financial analysis
Job Knowledge
• Knowledge of financial markets and investments
• Knowledge of financial analysis techniques
• Knowledge of risk management and portfolio management
• Knowledge of financial regulations and laws
Job Experience
• 5+ years of experience in investments or financial analysis
• Experience in researching and analyzing investments
• Experience in providing advice to clients on investments
• Experience in monitoring investments and making adjustments as needed
Job Responsibilities
• Research and analyze investments
• Make recommendations and provide advice to clients on investments
• Interpret financial data and identify trends in the market
• Assess the risk and potential return of investments
• Monitor investments and make adjustments as needed
• Prepare reports and presentations for clients
• Stay up to date on financial regulations and laws