Senior Investment Manager Jobs

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

·5-10 years of professional experience, preferably in consultancy, finance, or engineering.

·Knowledge in AI and enterprise S/W preferred.

·Superior interpersonal abilities for networking and relationship building.

·Proficiency in leveraging research platforms, such as CBInsights and Pitchbook, to manage vast data streams.

·Pinpoint AI enterprises and technologies aligning with Samsung's strategic interests.

·Participate in industry conferences, networking events, startup pitches, and one-on-one startup engagements.

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

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.

Knowledge of securities regulations, compliance requirements, and investor reporting standards.

Regulatory Compliance: Ensure compliance with applicable securities regulations, reporting requirements, and investor disclosure obligations.

Bachelor's degree in finance, business administration, or a related field. An advanced degree (MBA, CFA) is preferred.

Proven experience (3+ years) in investor relations, investment banking, private equity, venture capital, or a similar role within the financial industry.

Exceptional analytical and problem-solving skills.

: Investor Relations Manager (Nat Milk)

10+ years of project management experience

Settlements / Cash Management / Collateral

Investment management background is the key with below

Very strong communicator and organizational skills

Strong expertise (with demonstrated examples of interactions) with any of the following middle and back-office functions with 3+ years experience.

They need to be able to convey an example of the expertise in day-to-day responsibilities from the past

Grow Career: Education Assistance Program, Robust job skills training and Professional development opportunities

Customer-Oriented: You understand the importance of creating positive experiences for our partners and customers, whether through engaging tours or well-executed events.

Care for Family: Hybrid home/office schedule (for most positions), Paid parental leave, Fertility benefits, Paid bereavement leave

Proactive: You take initiative and anticipate needs ahead of time, ensuring that all event-related elements are handled effectively and efficiently.

Connect with Community: Company gift matching program, Employee resource groups, Paid volunteer days

Liquidmetal Ventures Management LLC, Cambridge, MA

Liquidmetal Ventures Is Looking For An Investment Manage/Senior Associate To Join The Boston Team In MA.

As part of a dedicated Investment team, you would:

• Fast learning curve guaranteed

• Higher rank position & future rewards

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.

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

Interview founders and senior management

4 years experience in financial due diligence

4+ years experience in the big four OR credit firms OR Venture Debt Funds

Collect and analyze tech companies’ financial and operational data

Perform due diligence using an in-house AI-based underwriting platform

Structure deals and negotiate for potential transactions

Investment Manager | Portfolio Management | Risk Analysis | Client Relations

Construct and manage equity portfolios, utilizing diversification strategies across logistics-related sectors, market caps, and geographies to mitigate risk and maximize returns.

Conduct comprehensive equity research, evaluating financial statements, assessing company valuations, and monitoring industry developments to inform investment decisions.

Develop and implement investment strategies that integrate logistics insights, optimizing portfolio performance and aligning with client objectives.

Monitor market conditions, track stock performance, and execute trades to capitalize on logistics-related market opportunities while managing portfolio risk exposure.

Collaborate with clients to understand their investment goals, risk tolerance, and time horizons, providing tailored investment advice and regular portfolio updates.

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.

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

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.

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

Project management skills; experience contributing to and/or managing projects with multiple stakeholders

Strong communication skills and a demonstrated ability to manage time sensitive workflows

Support daily investment process workflows, including data validation & cash management

Asset Management Compliance, Risk and Business Operations (CRBO)

3+ years working experience in financial services

Excellent judgment and problem-solving skills

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