Investment Analyst

Found in: Appcast Linkedin GBL C2 - 3 weeks ago


King of Prussia, United States QUAD, a SolomonEdwards Company Full time

Investment Analyst


Our established, very successful and growing financial services client in the King of Prussia, PA area is seeking an Investment Analyst to join their team.



The Investment Analyst is a highly visible, newly created position that will be responsible for investment portfolio management, due diligence, analysis, reporting, and other activities supporting treasury and investments.



Responsibilities:

The Investment Analyst will be responsible for:

  • Assisting with management and board level reports preparation
  • Regularly monitoring performance measurement and portfolio compliance reporting
  • Reporting on performance, fund updates, risk, and other functions related to alternative investments investment strategy/portfolio
  • Performing markets research and analysis
  • Assisting with potential new asset managers and classes due diligence
  • Leveraging various tools to develop investment portfolio exposure and risks reporting
  • Providing investment data systems and infrastructure support



Skills/ Competencies:

The ideal Investment Analyst will possess these skills:

  • Bachelor’s degree in Finance or related discipline
  • 0-2 years related investment analyst experience
  • Ability to work effectively in a dynamic, fast paced work environment
  • Microsoft Office proficiency (Word, Excel, PowerPoint)
  • Investment management software experience a plus
  • Strong communication skills
  • Strong attention to detail



Additional Details:

Employment Type: Direct Hire

Competitive benefits


  • Investment Analyst

    2 weeks ago


    King of Prussia, United States CareerBuilder Full time

    Investment Analyst Our established, very successful and growing financial services client in the King of Prussia, PA area is seeking an Investment Analyst to join their team. The Investment Analyst is a highly visible, newly created position that will be responsible for investment portfolio management, due diligence, analysis, reporting, and other activities...

  • Financial Analyst

    2 weeks ago


    King of Prussia, United States Liberty Personnel Services, Inc. Full time

    Liberty Personnel is working with an industry leading client seeking a Financial Analyst to add to their Finance Team. -Budgeting and Forecasting, both short and long term, reporting on variances -Financial Modeling and Investment Analysis -Gathering competitors information from the marketplace, analyzing their results vs. the organization’s -Developing...


  • King of Prussia, United States Worldwide Insurance Services Full time

    Job DescriptionJob DescriptionWe are actively seeking a Senior Financial Analyst to join our Finance Team! The Senior Financial Analyst will be responsible for performing analysis, forecasting, and reporting of the company’s results across all lines of business. The Senior Financial Analyst – FP&A will function as a lead analyst in partnership with...


  • King of Prussia, United States Sourcedge Solutions Full time

    Job DescriptionJob DescriptionPlease submit resume to - - jobs@sourcedge.comJob Title: Senior Financial AnalystCompany Overview: Alivia Analytics, LLC is a fast-growing technology company in healthcare technology and tech-enabled services and owned by two leading private equity firms in healthcare technology. We are at the forefront of innovation, providing...

  • Project Finance Analyst

    Found in: beBee jobs US - 7 days ago


    United States of America Green Recruitment Company Full time

    ​Job title: Project Finance Analyst | Sustainable FuelLocation: United States (Remote)My client, a developer at the forefront of the sustainable fuel development space, is looking for a Project Finance Analyst to join the team. The firm owns an impressive proprietary technology to create carbon-negative fuels that can be used in the aviation sector.As a...

  • Project Finance Analyst

    Found in: beBee S US - 3 days ago


    United States of America Green Recruitment Company Full time

    ​Job title: Project Finance Analyst | Sustainable FuelLocation: United States (Remote)My client, a developer at the forefront of the sustainable fuel development space, is looking for a Project Finance Analyst to join the team. The firm owns an impressive proprietary technology to create carbon-negative fuels that can be used in the aviation sector.As a...

  • Quantitative Macro Analyst

    Found in: beBee S US - 3 weeks ago


    United States of America Selby Jennings Full time

    Title: Quantitative Macro Analyst Compensation: $300k - $500k Total Compensation Summary: A PM pod under a leading Tier 1 Hedge Fund is looking to onboard a Quantitative Macro Analyst to work alongside the three PMs directly supporting the research and development of the trading strategies Responsibilities Construction and refinement of macroeconomic...

  • Quantitative Macro Analyst

    Found in: beBee jobs US - 2 weeks ago


    United States of America Selby Jennings Full time

    Title: Quantitative Macro Analyst Compensation: $300k - $500k Total Compensation Summary: A PM pod under a leading Tier 1 Hedge Fund is looking to onboard a Quantitative Macro Analyst to work alongside the three PMs directly supporting the research and development of the trading strategies Responsibilities Construction and refinement of macroeconomic...

  • Sr. Analyst Manufacturing Finance

    Found in: Resume Library US A2 - 2 weeks ago


    City of Newark, California, United States Dew Software Full time

    Dew Software is seeking a highly skilled Sr. Analyst Manufacturing Finance to join our team. As a leading software and technology company, we value excellence and innovation in all aspects of our work. The Sr. Analyst Manufacturing Finance will play a crucial role in providing financial analysis and support to our manufacturing operations. This is an...

  • Project Finance Sr. Analyst/Associate

    Found in: beBee jobs US - 2 weeks ago


    United States of America Green Recruitment Company Full time

    ​We have a new role for a Project Finance Sr. Analyst to support the development of successful wind and solar projects in the US. The candidate will play a key role in performing critical financial analysis and project valuation thereby contributing to the effective operational and strategic direction of our growing organization.Company Overview: The Green...

  • Project Finance Sr. Analyst/Associate

    Found in: beBee S US - 3 weeks ago


    United States of America Green Recruitment Company Full time

    ​We have a new role for a Project Finance Sr. Analyst to support the development of successful wind and solar projects in the US. The candidate will play a key role in performing critical financial analysis and project valuation thereby contributing to the effective operational and strategic direction of our growing organization.Company Overview: The...

  • Private Credit Associate

    Found in: beBee S US - 3 weeks ago


    United States of America Selby Jennings Full time

    We have a current opportunity for a Private Credit Associate with a strong lower middle market firm. Our client has a strong reputation for a strong and diverse investment team which provides a unique and competitive advantage to their invsetment strategies. They are currently just under $1B AUM and focuses across a varitety of sectors (Healthcare,...

  • Private Credit Associate

    Found in: beBee jobs US - 2 weeks ago


    United States of America Selby Jennings Full time

    We have a current opportunity for a Private Credit Associate with a strong lower middle market firm. Our client has a strong reputation for a strong and diverse investment team which provides a unique and competitive advantage to their invsetment strategies. They are currently just under $1B AUM and focuses across a varitety of sectors (Healthcare,...

  • Principal Actuary

    Found in: beBee jobs US - 3 weeks ago


    United States of America Selby Jennings Full time

    Job Title: Principal Actuary - PensionsCompany: Top Health Insurance Company in CanadaLocation: Canada, flexible, remoteAbout: A leading provider of digital health solutions in Canada, dedicated to improving access to healthcare and enhancing patient outcomes through innovative technology and services. With a commitment to delivering high-quality healthcare...

  • Principal Actuary

    Found in: beBee S US - 3 weeks ago


    United States of America Selby Jennings Full time

    Job Title: Principal Actuary - PensionsCompany: Top Health Insurance Company in CanadaLocation: Canada, flexible, remoteAbout: A leading provider of digital health solutions in Canada, dedicated to improving access to healthcare and enhancing patient outcomes through innovative technology and services. With a commitment to delivering high-quality healthcare...