Investment Operations Analyst
1 month ago
Voy is partnering with a prestigious private markets investment firm to build out a newly created Investment Operations / Middle-Office Team.
**This position is fully remote with occasional travel to San Diego**
This team will support the firm’s investment activity, consolidating & analyzing data, streamlining transactional procedures, optimizing technology solutions and ultimately, ensuring the deals and transactions are closed correctly. Investment strategies include private equity, growth equity, venture capital, real estate and real assets.
This is a fantastic opportunity to join a newly created team of a proven and reputable private investment firm with over $100b in AUM as one of the original members. You will play a significant role in shaping and growing the Investment Operations team.
We are looking for both Investment Operations Analysts (1-3 years of exp) and Investment Operations Associates (3-6 years of exp) Candidates.
Responsibilities:
- Update and Maintain Status: Regularly update and maintain the latest information from deal, legal, tax, and treasury teams in the company's proprietary technology platform (PTP).
- Organize Legal Documents: Speed up the collection and organization of final legal documents for completed transactions and capital markets facilities, and upload them to PTP.
- Communicate Funding Information: Provide real-time updates to the treasury on estimated funding needs, including transaction size, cash required at closing, and funding timelines.
- Track Transaction Pipeline: Carefully track the transaction pipeline and upload necessary documents to meet pre-investment regulatory requirements in Luxembourg.
- Support SPV Operations: Assist with setting up Special Purpose Vehicles (SPVs) for transactions, including getting tax IDs (EINs), gathering formation documents, and opening bank accounts.
- Manage Fund Finance Pipeline: Organize and manage the pipeline of all fund finance needs and any new financing facilities in progress.
- Assist with Special Projects: Help with additional special projects as needed.
Requirements:
- Bachelor’s degree in Finance, Economics, Accounting or a related field
- 1-5+ years of investment operations, middle-office or deal operations
- Based in West Coast / PST Time Zones
- Able to travel to San Diego occasionally and then infrequently
- Acute attention to accuracy and detail
- Elite communication and organization abilities
-
Investment Operations Support Analyst
2 weeks ago
San Francisco, California, United States The Association of Asian American Investment Managers Full timePosition OverviewThe Association of Asian American Investment Managers is in search of a skilled individual to join the Investment Services team as a Staff Services Analyst.About Investment ServicesThis division encompasses various operational areas, including Operations, Performance, Compliance, Data Solutions, and Administration. The core responsibility of...
-
Investment Operations Support Analyst
2 weeks ago
San Francisco, California, United States The Association of Asian American Investment Managers Full timePosition OverviewThe Association of Asian American Investment Managers is in search of a qualified individual to fill the role of an Analyst within the Investment Services division.This division encompasses various operational sectors, including Operations, Performance, Compliance, Data Solutions, and Administration. The primary objective of Investment...
-
Investment Services Analyst
1 week ago
San Francisco, California, United States The Association of Asian American Investment Managers Full timePosition OverviewThe Association of Asian American Investment Managers is in search of a skilled individual to fill the role of an Investment Services Analyst within the Investment Services team.The Investment Services division encompasses various critical business functions, including Operations, Performance Measurement, Compliance, Data Solutions, and...
-
Investment Services Analyst
2 weeks ago
San Francisco, California, United States The Association of Asian American Investment Managers Full timePosition OverviewThe Association of Asian American Investment Managers is in search of a skilled individual to join the Investment Services team as a Staff Services Analyst.About Investment ServicesThis division encompasses various critical areas, including Operations, Performance, Compliance, Data Solutions, and Administration. The primary objective of...
-
Middle-Office Investment Analyst
1 week ago
San Diego, California, United States Voy Ventures Full timeVoy Ventures is collaborating with a distinguished private markets investment firm to establish a newly formed Investment Operations / Middle-Office Team.**This role is entirely remote with occasional travel requirements**This team will facilitate the firm's investment endeavors by consolidating and analyzing data, enhancing transactional processes,...
-
Senior Investment Analyst
2 days ago
San Diego, California, United States Voya Financial Full timeAbout the RoleWe are seeking a highly skilled and experienced Senior Investment Analyst to join our team at Voya Financial. As a key member of our investment research team, you will be responsible for conducting fundamental research, developing insights into future fixed income/credit performance, and issuing well-supported, accurate recommendations to the...
-
Investment Fund Operations Analyst
5 days ago
San Diego, California, United States Chandler Asset Management Full timeAbout UsChandler Asset Management is a leading, employee-owned financial services firm specializing in the management of taxable fixed income portfolios tailored to meet the needs of our institutional clients. With over $35 billion in assets under management, we are committed to delivering value and managing risk through active management, supported by...
-
Investment Analyst
1 month ago
San Francisco, United States Penn Foster Inc Full timeInvestment Analyst Role Role Description: We are actively hiring new Investment Analysts to join our team (multiple locations & funds) to focus on the following responsibilities: Sourcing: Conducting market analysis and opportunity identification via academic research, customer interviews, conferences, incubator and University demo days, and peers...
-
Investment Fund Operations Analyst
1 week ago
San Diego, California, United States Chandler Asset Management Full timeAbout UsChandler Asset Management is a reputable, employee-owned financial services firm specializing in the management of taxable fixed income portfolios tailored to meet the needs of our institutional clients. With over $35 billion in assets under management, we adhere to a philosophy that emphasizes value creation and risk management through active...
-
San Diego, California, United States Voy Ventures Full timeVoy Ventures is collaborating with a distinguished private markets investment firm to establish a newly formed Investment Operations / Middle-Office Team.**This role is entirely remote with occasional travel requirements**This team will facilitate the firm's investment activities by consolidating and analyzing data, enhancing transactional processes,...
-
Investment Analyst
4 days ago
San Francisco, California, United States Pinnacle Group Full timePosition Title: Investment Analyst/Associate at Pinnacle GroupCompany Overview: Pinnacle Group is a distinguished investment advisory firm with a focus on sectors such as Media, Telecommunications, Technology, and Renewable Energy. Established in 1987, the firm operates from its headquarters in San Francisco, with additional offices in various strategic...
-
Investment Analyst
4 days ago
San Francisco, California, United States Pinnacle Group Full timePosition Title: Investment Analyst/Associate at Pinnacle GroupCompany Overview: Pinnacle Group is a distinguished investment advisory firm with a focus on sectors such as Media, Telecommunications, Technology, and Renewable Energy. Established in 1987, the firm operates with its main office in San Francisco and additional locations across various cities.Role...
-
Investment Analyst
3 days ago
San Francisco, California, United States Tricon Residential Full timeJob DescriptionWe are seeking a highly motivated and detail-oriented individual to join our Investment Team at Tricon Residential. As an Investment Analyst, you will play a critical role in driving our corporate growth, acquisition, and asset/portfolio management efforts.Key Responsibilities:Conduct in-depth financial modeling and analysis to inform...
-
Property Investment Analyst
1 week ago
San Francisco, California, United States Bailard Full timeJob OverviewBailard, Inc., a distinguished asset and wealth management firm established in 1969, is committed to fostering a culture of trust and professional growth. We are seeking a dedicated individual to join our Real Estate team as a Property Investment Analyst.Position Summary:The Property Investment Analyst plays a crucial role within the Real Estate...
-
San Francisco, United States The Association of Asian American Investment Managers Full timeCalSTRS – Investment Officer I, Investment OperationsThe CalSTRS Investments Branch is seeking an experienced individual to work as an Investment Officer I on the Investment Operations team.Investment Operations provides operational services and oversight across all asset classes of the Investments Branch. This includes pre-settlement and post-trade...
-
Associate Investment Analyst
2 weeks ago
San Francisco, United States Osborne Partners Full timeOsborne Partners Capital Management offers a unique combination of sophisticated investment management and active financial planning. OPCM has an over 85 year history and manages over $2.4 billion in client assets as of 7/31/2023. Osborne Partners is expanding our Investment Team. This is a great opportunity for a candidate who is hardworking and...
-
Investment Analyst
4 weeks ago
San Francisco, United States Selby Jennings Full timeMy client, a California-based hedge fund and venture capital firm (~5 billion AUM) focused on digital assets is looking to add an Investment Analyst to their team. This role involves conducting thorough research, assessing market trends, and providing actionable insights to inform investment strategies and decisions. The ideal candidate will have a deep...
-
Investment Services Analyst
5 days ago
San Francisco, California, United States Evolve Talent Partners Full timeJob OverviewOur client, a prominent investment management firm, specializes in a diverse range of funds that emphasize primary commitments to venture capital, limited partnerships, direct secondaries, and direct investments. With over 160 global investments, this firm is dedicated to supporting leading investors and innovators.Position Summary:The Investor...
-
Investment Operations Coordinator
1 week ago
San Diego, California, United States Chandler Asset Management Full timePosition Type:Full-timeCompany Overview:Chandler Asset Management is a leading independent financial services firm, dedicated to managing taxable fixed income portfolios tailored to the needs of our institutional clients. With over $35 billion in assets under management, we prioritize the creation of value and risk management through active investment...
-
Senior Investment Analyst
2 hours ago
San Francisco, California, United States Servproprovo Full timeAbout the RoleWe are seeking a highly analytical and results-driven individual to join our Investment Team as a Senior Analyst. As a key member of our team, you will be responsible for evaluating, structuring, and executing transactions that align with our company's mission and goals.Key ResponsibilitiesConduct thorough due diligence on portfolios of...