Investment Associate
Job Description: We are seeking a knowledgeable and experienced Investment Associate to join our team in Dallas. The Investment Associate will play a crucial role in private equity deal sourcing, live deal execution, and portfolio management. This position offers the opportunity to work closely with the Partners of the firm and interact directly with management teams, external advisors, lenders, and investors. Responsibilities: Conduct detailed research and analysis on investment opportunities and market trends. Assist in making investment recommendations based on research and analysis. Monitor and manage investment portfolios, ensuring alignment with clients' or organization's investment goals. Work with financial models to predict economic conditions and investment outcomes. Prepare reports and presentations to communicate investment strategies and results to clients or senior management. Interface with clients to understand their investment needs and objectives. Comply with all industry rules and regulations, and any relevant legal requirements. Assist in the due diligence process of potential investment opportunities. Execute and manage proprietary deal sourcing initiatives. Support Firm's business development and marketing initiatives. Qualifications: Bachelor's degree in finance, economics, or a related field. 1-3 years of experience in investment banking, private equity, or consulting. Strong analytical background with an understanding of financial statements and LBO modeling. Superior communication skills and knowledge of business strategy and finance. Excellent organizational and time management skills with the ability to handle competing priorities in a deadline-oriented environment. Proficiency in Microsoft Office and financial analysis software. Preferred Qualifications: Undergraduate degree in Finance, Economics, or related field. 1-4 years of experience in Investment Banking, deal advisory, and/or buyside Experience working on business services transactions
US$100000 - US$150000 per year
Dallas
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Associate Director, Investment Operations
My client, a Global Investment Manager is seeking an individual Associate Director, Investment Operations to join their fast-growing team. This role will provide oversight in all aspects of investment operations - trade support & settlements, multi-currency reconciliations, portfolio accounting, corporate actions, proxy voting, and custodian oversight - for various institutional separate accounts, mutual funds, and ETFs. The ideal candidate will have hands-on operations experience with a strong knowledge of equity, fixed income, FX, and derivative markets. This role is 4 days onsite in New York. Responsibilities: Manage and perform all institutional separate account operations activities including cash, position and market value reconciliations Perform the day-to-day responsibilities of the Trade Settlements team and research and resolve all settlement related problems Oversee and execute daily end of day process to manage the data integrity of cash Manage special request/reports/projects as requested Qualifications: University degree preferably in Business Administration, Accounting or Finance 6 years experience at a buyside asset manager Solid understanding of FX transactions and global operational relationships Multi-currency accounting experience Benefits: Join and highly reputable firm Competitive compensation package
Negotiable
New York
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Equity Research Analyst (Tech)
A prestigious multi-billion dollar hedge fund is looking to bring on an equity research analyst to support their investment teams. Responsibilities: Conduct independent research on individual companies and sectors in support of the investment team Attend industry conferences, Conduct channel checks and expert network calls Build detailed financial models Communicate effectively with investment teams Qualifications: A bachelor's degree or equivalent experience, along with two to five years in a related field, is required. Strong academic and professional accomplishments and excellent verbal and written communication skills are essential. Intellectually curious, proactive, able to synthesize and convey information effectively, and have a genuine interest in the technology sector. Experience in equity research
US$135000 - US$160000 per year
New York
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Portfolio Manager
About: Commodities based fund witha a strong track record of success. The firm specalizes in commodity spread options trading focusing on crude markets looking to diversify their portfolio. Position Overview: The firm is currently looking for an experienced Portfolio Manager or Senior Trader that has experience working with Agricultural Commodities, particularly in Futures or Options. The ideal candidate will have a proven track record of managing portfolios, developing trading strategies, and achieving consistent returns. Key Responsibilities: Manage and optimize a portfolio of agricultural commodities, including futures and options. Develop and implement trading strategies to maximize returns and manage risk. Conduct market analysis and research to identify trading opportunities. Monitor market trends and adjust strategies accordingly. Collaborate with other team members to share insights and strategies. Maintain compliance with all relevant regulations and company policies. Qualifications: Bachelor's degree in Finance, Economics, or a related field. Advanced degree or relevant certifications (e.g., CFA, CAIA) preferred. Minimum of 5 years of experience in portfolio management or Trading with a focus on agricultural commodities trading. Strong understanding of futures and options markets. Excellent analytical and quantitative skills. Proven ability to develop and implement successful trading strategies. Strong communication and interpersonal skills. Ability to work in a fast-paced, dynamic environment.
US$300000 - US$600000 per annum
Dallas
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Investor Relations Senior Associate
Investor Relations Senior Associate Miami, FL Salary Range: 100,000 - 120,000 About the Job A private real estate investment firm is seeking to add an Investor Relations Senior Associate to their quickly growing team. As the Investor Relations Senior Associate, you will have the opportunity to not only gain hands-on operational experience but will also be responsible for generating new business through prospecting, relationship management, and team collaboration. If you are passionate about investment products, gaining experience raising capital, and are adaptable, this role is for you! Job Overview As an Investor Relations Senior Associate, you will be responsible for establishing and maintaining relationship with investors, support client meetings, and creating promotional content. The Investor Relations Senior Associate will be responsible for Establishing relationships with investors via prospecting Develop marketing materials and pitch decks for current and prospective investors Create and present quarterly investor updates Collaborate on reports and proposals with multiple departments Focus on DDQs and RFPs for potential and current investors Manage relationships with institutional clients The Investor Relations Senior Associate should have the following qualifications Minimum of two years of relevant experience in Investor Relations, or Business Development, with a reputable, institutional-level organization Excellent communication and written skills A Bachelor's degree in Economics, Business, Finance or Marketing Experience creating marketing materials/pitch-decks
US$100000 - US$120000 per year
Miami
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Senior Associate, Asset Management
Senior Associate, Asset Management A large, well-established real estate investment firm is searching for an Senior Associate, Asset Management to join their growing team. This person will be responsible for managing the firm's portfolio of multifamily assets in the Southeast, and a great opportunity to join an industry leading firm during an inflection point of growth. The Senior Associate, Asset Management will be responsible for: This position will be responsible for overseeing the performance and strategic direction of the company's multifamily property portfolio. This role requires a strategic thinker with a deep understanding of real estate markets, asset management, and financial acumen. The person will work closely with senior leadership to maximize the value and performance of the company's assets, drive operational efficiencies, and support the overall growth strategy. Key Responsibilities: Develop and implement strategic asset management plans to optimize the performance and value of the property portfolio. Oversee the financial performance of the assets, including budgeting, forecasting, and financial analysis. Conduct regular portfolio reviews to assess performance, identify opportunities for improvement, and implement corrective actions. Lead a team of asset managers, providing guidance, mentorship, and professional development opportunities. Collaborate with property management teams to ensure operational excellence and tenant satisfaction. Conduct market research and analysis to identify trends, opportunities, and risks in the South Florida real estate market. Develop and maintain strong relationships with investors, stakeholders, and partners. Prepare and present comprehensive asset performance reports to senior leadership and investors. Ensure compliance with all regulatory and legal requirements related to property management and investment. Identify and evaluate potential acquisition and disposition opportunities to enhance the portfolio. Drive sustainability initiatives and implement best practices for energy efficiency and environmental stewardship. The Senior Associate has the following qualifications: 5+ years in experience in one of the following fields: asset management or real estate operations Experience with Multifamily and Student Housing assets Bachelor degree from a top tier institution Excellent understanding of Excel with spreadsheet analysis experience Strong work ethic and attention to detail Exceptional interpersonal, communication and organizational skills Ability to frequently travel to assets
Negotiable
Fort Lauderdale
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Senior Originations Analyst
Position Overview: The Senior Originations Analyst will support the investments team by analyzing and assessing new real estate financing opportunities. This role requires strong analytical skills, market knowledge, and the ability to communicate effectively with internal teams and clients. Key Responsibilities: Market Analysis: Conduct in-depth research on real estate markets, trends, and competitive landscapes to identify potential lending opportunities. Financial Assessment: Analyze loan applications, including income statements, credit reports, and property valuations, to determine risk and eligibility for financing. Documentation Review: Review and verify all required documentation for accuracy and completeness, ensuring compliance with company policies and regulatory standards. Collaboration: Work closely with loan officers, underwriters, and other stakeholders to facilitate smooth transactions and address any issues that arise during the origination process. Portfolio Monitoring: Assist in monitoring the performance of existing loans and provide insights for potential refinancing or modification opportunities. Reporting: Prepare and present detailed reports on origination metrics, market trends, and potential opportunities to senior management. Client Interaction: Support client inquiries and provide exceptional service throughout the origination process, fostering strong relationships. Qualifications: Bachelor's degree in Finance, Real Estate, Economics, or a related field. 1-3 years of experience in real estate finance, loan origination, or related roles preferred. Strong proficiency in financial analysis and modeling tools (Excel, Argus, etc.). Familiarity with real estate financing structures and mortgage underwriting processes. Excellent analytical, problem-solving, and quantitative skills. Strong written and verbal communication skills. Ability to manage multiple projects and deadlines in a fast-paced environment.
US$100000 - US$120000 per year
Atlanta
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Acquisitions Analyst
Position Overview: The Real Estate Acquisitions Analyst will play a key role in our acquisitions team, supporting the identification, analysis, and execution of real estate investment opportunities. This position requires strong analytical skills, a keen eye for detail, and a passion for the real estate market. Acquisitions Analyst Key Responsibilities: Market Research: Conduct thorough research on real estate markets, trends, and economic indicators to identify potential acquisition opportunities. Financial Analysis: Analyze financial statements, cash flow projections, and investment performance metrics to evaluate the viability of potential acquisitions. Due Diligence: Assist in the due diligence process by gathering and analyzing property information, including leases, tenant profiles, and property conditions. Valuation: Perform property valuations using various methodologies, including discounted cash flow analysis, comparable sales, and market analysis. Presentation Development: Prepare detailed reports and presentations for internal stakeholders, outlining investment opportunities and recommendations. Collaboration: Work closely with other departments, including finance, legal, and operations, to facilitate smooth acquisition processes. Portfolio Monitoring: Monitor and evaluate the performance of acquired properties, providing insights for portfolio management. Acquisitions Analyst Qualifications: Bachelor's degree in Finance, Real Estate, Economics, or a related field. 1+ years of experience in real estate analysis, investment banking, or financial analysis preferred. Strong proficiency in financial modeling and analysis tools (Excel, Argus, etc.). Knowledge of real estate markets and investment strategies. Excellent analytical and quantitative skills, with attention to detail. Strong written and verbal communication skills. Ability to work independently and as part of a team in a fast-paced environment.
US$90000 - US$110000 per year
Cleveland
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Investment Associate
Currently looking for an experienced Investment Associate based in New York to research investment opportunities, assist in decision-making, and manage portfolios. Key Responsibilities: Research and analyze investment opportunities and market trends. Assist in making investment recommendations. Monitor and manage investment portfolios. Prepare reports and presentations on investment strategies. Interface with clients to understand their investment needs. Stay updated on financial markets and trends. Comply with industry regulations and legal requirements. Assist in due diligence for potential investments. Qualifications: Bachelor's degree in Finance, Economics, or related field. 1-3 years of experience in investment banking, private equity, or related field - focused on technology. Strong analytical and quantitative skills. Excellent communication and presentation skills. Proficiency in financial modeling and analysis. Attention to detail and accuracy.
US$100000 - US$125000 per year
New York
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High Yield Credit Research Analyst
A leading US independent credit research firm are looking for skilled credit research analysts with several years of experience to join their team as they expand their presence to London. The day to day role will be developing research reports and data projections on a portfolio of significant bond issuers within various industries or sectors. Key Responsibilities: Perform thorough evaluations of corporate issuers and bonds, taking into account industry developments, regulatory impacts, legal factors, and event-driven risks. Produce clear, concise, and impactful one-page analytical reports on companies, focusing on factors that drive investment decisions. Writing under tight deadlines will be a significant aspect of this role. Offer well-founded buy or sell recommendations based on your analysis and relative value assessments. Qualifications: 5+ years of experience in High Yield Credit Research is required, with a strong preference for candidates who have extensive experience. Candidates with a strong network in the High Yield space are preferred. C.F.A. is advantageous. Strong academic background. The ideal candidate would excel in written communication and is comfortable addressing questions from clients and the media. This is a prime opportunity to join a well established firm in an exciting growth period as they establish their European presence.
Negotiable
London
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Investment Analyst
Position Overview: The Investment Analyst will play a critical role in supporting the investment team by conducting thorough research and analysis across various asset classes. This role requires a deep understanding of financial markets, strong analytical skills, and the ability to communicate complex financial concepts effectively. Key Responsibilities: Conduct comprehensive research and analysis on fund of funds, private equity funds, and single name public equities. Monitor and evaluate the performance of existing investments and recommend adjustments as needed. Assist in the due diligence process for potential new investments, including financial modeling and risk assessment. Prepare detailed investment reports and presentations for internal and external stakeholders. Stay updated on market trends, economic developments, and industry news to inform investment decisions. Collaborate with portfolio managers and other team members to develop and implement investment strategies. Maintain and update investment databases and tracking systems. Qualifications: Bachelor's degree in Finance, Economics, Business, or a related field; advanced degree or CFA designation preferred. 2-4 years of experience in investment analysis, preferably within fund of funds, private equity, or public equities. Strong analytical and quantitative skills, with proficiency in financial modeling and valuation techniques. Excellent written and verbal communication skills. Proficiency in financial software and tools such as Bloomberg, FactSet, or similar platforms. High attention to detail and the ability to work independently and as part of a team. Strong organizational skills and the ability to manage multiple tasks and deadlines.
US$100000 - US$300000 per annum
Greensboro
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