Investment Analyst Jobs
By AllSTEM Connections At Newark, DE, United States
At least 2-4 years of experience in the wealth management/asset management industry or in a supporting role
Support daily inquiries, integrate content to assist management maintain KPI’s
Assist management to identify key business risks on the platform and drive resolution of mitigating controls
2-3 years of experience in IB Operations including 1 year of Derivatives knowledge is required
Prior experience or knowledge of the following products a plus; credit default swaps, credit spread
Schedule - Hybrid (3 Days office, 2 days remote)
Investment Banking Analyst - Technology
By LevelUP At Los Angeles County, CA, United States
Outstanding quantitative and technical skills, including strong Microsoft Office knowledge
1-2 years of investment banking or related industry experience
Excellent financial and data analysis skills
Demonstrable knowledge of and passion for investment banking
Excellent writing and verbal communication skills
Outstanding client service mindset and capabilities
Investment Analyst Jobs
By JGB Management At Westport, CT, United States
- Strong verbal and written communication skills, willingness to network in order to identify new investment opportunities.
- Candidates should have a bachelor’s degree or higher.
Salary: Competitive base salary plus performance-based bonus
Investment Analyst Jobs
By Opto Investments At Utica-Rome Area, United States
Developing customized risk management and reporting for a unique portfolio of alternative investments
Assist in writing and communicating investment education content
Quantitative analysis skills (fluency in performance data, reporting, economic data, and portfolio math)
Degree in business, finance, economics or related field
2-4 years of experience in an analyst role within private markets/alternative investments
Experience working with data and analysis tools
Investment Analyst Jobs
By Longwall Family Office At Lake Forest, IL, United States
Problem-solving with the portfolio managers of the firm, on numerous client-related projects that arise in the course of any given month
Bachelor's degree in business, finance, or a related field
5+ years of experience in consulting, investment banking, private equity, sell-side or buy-side research, or hedge funds
Excellent communication and presentation skills
Tracking of client portfolio performance and preparation of complex and detailed performance reports
Due diligence, research, and analysis of direct company investments
Investment Analyst Jobs
By Victorio Consulting At San Francisco, CA, United States
Experience interfacing with high-net worth clients, fund managers and founders
Detail-oriented and a stickler for accuracy and timeliness. Project management oriented, organized with the ability to prioritize;
Strong sense of operational and compliance risk management;
Microsoft Office Suite, Adobe Acrobat, Addepar, Wealthbox CRM, project management systems, DocuSign.
Desired Level of Education & Experience:
3+ years experience working in private capital markets with exposure to impact-focused investments
Investment Analyst Jobs
By Pension Consultants Inc At Springfield, MO, United States
Care more about your talent, values, and performance than your experience
Analyzes public material related to investment managers
Conducts manager interviews regarding people and process
Conducts on-site due diligence of investment managers
Prior experience with similar work
Feel the financial industry needs a good cleaning
Investment Analyst - 7680800 Jobs
By State of Illinois At , Springfield, 62702 $5,704 - $8,898 a month
Assist investment staff in negotiating and interacting at critical levels with external investment managers, consultants, and legal counsel.
A bachelor's degree in finance, economics, accounting or business administration, or quantitative fields such as statistics, mathematics, or engineering, is required.
Public Equity – Domestic & International Equities
Global Income – including public income investments and private credit
Private Equity – including buyout, venture capital, distressed debt and co-investment program
Real Assets – including direct real estate, private equity real estate and infrastructure
Investment Analyst Jobs
By The Hanover Insurance Group At Worcester, MA, United States
Individuals with insurance asset management or insurance business experience preferred.
Support daily cash management and trading as required.
2-5 years related experience and Bachelor's Degree or equivalent.
Experience analyzing financial statements or similar underwriting background.
Proficiency in Microsoft Office products required, Bloomberg, FactSet and SNL knowledge a plus.
Strong written and verbal skills a must.
Investment Analyst Jobs
By J. Paul Getty Trust, The At , Los Angeles, 90049
2-5 years of experience working in a finance or investment department
Highly proficient in data gathering, data management, data evaluation
Build and maintain relationships with investment managers and other asset allocators
Compile and maintain information on investment managers
Bachelor's degree in finance, accounting, economics or related field
Ability to manage multiple projects under little to no supervision
Investment Analyst Jobs
By San Bernardino County At , San Bernardino $81,702 - $116,813 a year
MBO - Exempt (Non-Elected) BbOU - Benefits Summary Guide
Must possess a completed/awarded Bachelor's degree in Finance, Accounting, Economics, Business Administration or closely related field.
it is to your advantage to provide as much relevant and detailed work experience as possible
Join Our Team And Receive A Recruitment Bonus!
$1000 upon hire and $1000 upon
3% Annual Across the Board Salary Increases on February 2024/25**
Investment Analyst Jobs
By Transamerica At , Remote $60,000 - $70,000 a year
Bachelor’s degree in finance, economics or related discipline, or equivalent education/experience
Serve as primary quantitative analysis resource for the Directors of Wealth Management and Director of Investment Research.
Conduct investment analysis and apply quantitative and qualitative screening guidelines on investment strategies to be offered.
Three years of investment related experience, preferably in the retirement plan industry
Able to meet deadlines in a fast-paced environment and manage multiple priorities
Communication skills to effectively work with business groups and develop/provide market commentary and other materials
Investment Analyst Jobs
By Rockefeller Foundation At , New York, 10018 $93,000 - $132,100 a year
Drive process and quality improvements for data analysis and management.
Strong understanding of finance and investing with proven analytical, modeling, and MS Office skills.
Assist in the development of investment strategy papers/presentations and manager recommendations for the CIO and Investment Committee.
Represent The Rockefeller Foundation at fund manager meetings and industry conferences; and
Bachelor’s degree, degree in economics or finance preferred.
At least 2 years of relevant experience.
Investment Analyst Jobs
By Fin Venture Capital At , San Francisco
Help gather and manage portfolio performance, metrics, and financials on a Quarterly basis
Conducting market analysis and opportunity identification via academic research, customer interviews, conferences, incubator and University demo days, and peers (Angels/VCs).
Support the team’s market mapping, initial screening and subsequent deep due diligence of potential investments
Support portfolio companies around product strategy, talent sourcing, business development, regional market and global expansion and support for future financing
Support capital raising for the firm and portfolio company follow-on round growth financings
Excitement to join and help scale a specialist VC focused on FinTech software in North America, UK/EU, LatAm, and Israel.
Investment Analyst Jobs
By Wellington Management At , Boston $100,000 - $225,000 a year
2-5 years of relevant experience and progress towards the CFA are preferred
Working knowledge of macroeconomics and interest in fixed income markets
Strong technical skills and mastery of MS Excel
Demonstrated analytical skills including the ability to organize and synthesize data to reach conclusions
Articulate with an interest in developing presentation skills
A university degree with very strong academic credentials
Investment Analyst Jobs
By Greenprint Capital, LLC At San Diego Metropolitan Area, United States
Bachelor's degree in Finance, Economics, Business, or a related field. Relevant coursework in renewable energy, finance, and accounting is a plus.
Strong analytical and quantitative skills with proficiency in financial modeling and Excel.
Strong research abilities to gather and synthesize relevant information.
Excellent communication skills, both written and verbal.
Collaborate with third parties, including legal, finance, and sponsor teams to facilitate the smooth execution of transactions.
Work Location: Hybrid remote in Solana Beach, CA 92075
Investment Analyst - Parametric
By Morgan Stanley At , Minneapolis, Mn
Investment management or related industry experience a plus
Utilize proprietary investment management software to generate customized daily reports used to implement Overlay Services and LDI.
Work alongside the portfolio management team as the primary day-to-day contacts for the client relationship.
Strong interest building a career in Investment Management, working with institutional investment portfolios
High attention to detail and time management
Assist in the production of client-requested research projects in coordination with portfolio managers and a dedicated research team.
Investment Analyst Jobs
By Public School and Education Employee Retirement System of Missouri At St Louis, MO, United States

Benefits Of Working For PSRS/PEERS

Be a part of the award-winning, world-class investment team at one of the world's largest institutional investors.

Investment Analyst Jobs
By CEDARS-SINAI At , Los Angeles, Ca $80,900 - $125,300 a year
Bachelor's degree in Business Administration, Business Management, Finance, Economics or a related major required
Designing and implementing technology solutions to support the office’s communication, organizational, and research management efforts.
Building and maintaining a research database of prospective investment manager relationships, including an active investment pipeline of actionable opportunities.
Monitoring and reporting on performance and exposures of investment managers.
A minimum of 2 years' experience as an Investment Analyst at an investment firm or investment bank required
Preparing investment memos and other materials based on your involvement in all aspects of the diligence process.
Investment Analyst - 7680800 Jobs
By State of Illinois At , Springfield, 62702, Il $5,704 - $8,898 a month
Assist investment staff in negotiating and interacting at critical levels with external investment managers, consultants, and legal counsel.
A bachelor's degree in finance, economics, accounting or business administration, or quantitative fields such as statistics, mathematics, or engineering, is required.
Public Equity – Domestic & International Equities
Global Income – including public income investments and private credit
Private Equity – including buyout, venture capital, distressed debt and co-investment program
Real Assets – including direct real estate, private equity real estate and infrastructure

Are you looking for an exciting opportunity to use your financial and analytical skills to identify and evaluate potential investments in cutting-edge technology companies? We are looking for a Technology Investment Analyst to join our team and help us make informed decisions about our investments. You will have the opportunity to work with a dynamic team of professionals and be part of a fast-paced and rewarding environment. If you are passionate about technology and have a strong financial background, this could be the perfect job for you!

Overview Technology Investment Analysts are responsible for researching, analyzing, and evaluating technology investments. They provide advice and guidance to clients on the best investments to make in order to maximize returns. They also monitor the performance of investments and provide recommendations for changes or adjustments. Detailed Job Description Technology Investment Analysts are responsible for researching, analyzing, and evaluating technology investments. They must have a thorough understanding of the technology industry and be able to identify potential investments that will yield the highest returns. They must also be able to assess the risks associated with each investment and provide advice and guidance to clients on the best investments to make. Technology Investment Analysts must also monitor the performance of investments and provide recommendations for changes or adjustments. Job Skills Required
• Knowledge of the technology industry
• Analytical and problem-solving skills
• Ability to interpret financial data
• Strong communication and interpersonal skills
• Ability to work independently and as part of a team
• Proficiency in Microsoft Office Suite
Job Qualifications
• Bachelor’s degree in finance, economics, or a related field
• At least 3 years of experience in the technology industry
• Certified Financial Analyst (CFA) designation
• Master’s degree in finance or economics
Job Knowledge
• Knowledge of financial markets and investment strategies
• Knowledge of financial analysis techniques
• Knowledge of financial regulations and compliance
• Knowledge of accounting principles and practices
Job Experience
• Experience in researching and analyzing technology investments
• Experience in developing financial models and forecasting
• Experience in preparing investment reports and presentations
Job Responsibilities
• Research and analyze technology investments
• Develop financial models and forecasts
• Monitor the performance of investments
• Provide advice and guidance to clients on the best investments to make
• Prepare investment reports and presentations
• Ensure compliance with financial regulations