Investment Performance Analyst
2 days ago
As an Investment Performance Analyst, your primary role is to aggregate, input, calculate, and analyze financial information by producing detailed reports to measure performance and risk metrics of individual client investment programs. Additional responsibilities may include project work in asset allocation modeling and investment manager search preparation. The Analyst must work efficiently and accurately to verify data integrity to produce client reports which ensure the consulting teams have the tools they need to provide valuable guidance for client investment programs.
Responsibilities and Duties- Production of recurring quarterly client performance reports.
- Bank, brokerage, and capital account statement reconciliations.
- Seek to increase efficiency within client teams by identifying ways to improve processes.
- Knowledge/experience with Orion Performance System and Investment Metrics reporting software a plus but not required.
- Strong mathematical and accounting skills.
- Ability to manage production schedule within a team environment.
-
Investment Analyst
16 hours ago
San Francisco, CA, United States Community Investment Management LLC Full timeCommunity Investment Management (CIM) is looking for an Investment Analyst to join our team. CIM is a global institutional impact investment manager that provides strategic debt funding to scale and demonstrate responsible innovation in lending to underserved borrowers in the United States and emerging markets. Our work aims to advance financial inclusion by...
-
Private Equity Analyst
16 hours ago
Dallas, TX, United States LP Analyst Full timeCompany Overview LP Analyst is a leading independent private asset cloud-based analytics and consulting solutions firm that works closely with many of the industry’s most prominent institutional investors (LPs) and fund managers (GPs) to get better, more actionable decision-making intelligence into the hands of today’s demanding investors. Our firm...
-
Investment Research Analyst
18 hours ago
Chicago, IL, United States Allocator Jobs Full timeA multi-billion dollar confidential family office is looking for an Investment Research Analyst. Details below. The firm’s objective is to achieve long-term capital appreciation through the construction of a diversified investment portfolio. FO employs a flexible approach and has the ability, both through selected third-party managers and directly, to...
-
Senior Analyst, Investments
18 hours ago
Chicago, IL, United States Bisnow Full timeOur SelectLeaders client is seeking a full-time Senior Analyst, Investments in their Burr Ridge office with responsibility for performing financial evaluations of property developments, acquisitions, dispositions, financing, leasing, and management for both the company’s existing portfolio and new opportunities. This role will provide exposure to a variety...
-
Investment Analyst
3 days ago
Chicago, United States GPAC Full timeInvestment Analyst Our growing financial services firm is seeking an experienced Investment Analyst to join our team. The investment analysts collects information, perform research and analyze assets such as stocks, bonds, currencies and commodities.Responsibilities:Analyze complex models and make ongoing investment recommendations.Conduct in-depth...
-
Investment Analyst
2 days ago
Boston, MA, United States Manulife Insurance Malaysia Full timeJob Requisition ID: JR24091482 The successful candidate will be responsible for supporting the Financial Institutions Team’s most senior analysts in the administration of their fixed income portfolios. Specific responsibilities will include writing annual reviews of portfolio investments, modeling financial results, reviewing company publications and...
-
Investment Banking Analyst/Associate
14 hours ago
Chicago, IL, United States Selby Jennings Full timeWe're working with a leading investment bank specializing in M&A, capital markets, and other services that is looking to hire experienced investment banking analysts and associates to their Technology coverage group. This role will focus primarily on sell-side M&A, with additional responsibilities for debt and equity financings. Key Responsibilities: ...
-
Investment Analyst
2 months ago
chicago, United States MindSpring Partners LLC Full timeOverviewAn Analyst, for the Investment Team provides essential support related to financial markets and investment solutions for the distribution team and clients/prospects. This team operates in a dual capacity, combining elements of client portfolio management and product specialization.Support activities encompass a range of client interactions, including...
-
Investment Analyst
2 months ago
Chicago, United States MindSpring Partners LLC Full timeOverviewAn Analyst, for the Investment Team provides essential support related to financial markets and investment solutions for the distribution team and clients/prospects. This team operates in a dual capacity, combining elements of client portfolio management and product specialization.Support activities encompass a range of client interactions, including...
-
Investment Analyst
2 months ago
chicago, United States MindSpring Partners LLC Full timeOverviewAn Analyst, for the Investment Team provides essential support related to financial markets and investment solutions for the distribution team and clients/prospects. This team operates in a dual capacity, combining elements of client portfolio management and product specialization.Support activities encompass a range of client interactions, including...
-
Summer Investment Management Analyst
2 days ago
Chicago, IL, United States AJ Capital Partners Full timeDescription Reports to: SVP, Finance & VP, Investments Location: Chicago, IL Adventurous Journeys Capital Partners (“AJCP”) is seeking a Summer Investment Management Analyst who is passionate about pursuing a career in private equity real estate and excited to support AJCP’s rapid growth across various investment platforms focused on the hospitality,...
-
Senior Investment and FP&A Analyst
2 weeks ago
Chicago, United States The LaSalle Group Full timeLaSalle Network has partnered with an established investment firm with a headquarters in Chicago looking to hire on a Senior Investment and FP&A Analyst. This role is budgeted up to a base of $130,000 with additional target bonus and will be in their downtown office three times a week. This role's objectives will be to develop comprehensive financial...
-
Investment Analyst
4 weeks ago
Houston, TX, United States Augustine Talent Group Full timeAnalyst - Investment Management Analysts are responsible for supporting the Investment Management Team in evaluating and monitoring investment opportunities. In this role, you will collaborate across Teams to help inform leadership in investment due diligence, decisions, and monitoring, contributing to the Firm's overall success.Key Responsibilities:Evaluate...
-
Investment Analyst
2 days ago
San Francisco, CA, United States Selby Jennings Full timeMy client, a boutique investment management firm based in San Francisco, California with over $2bn assets under management is looking to add an Analyst to their Investments team. Responsibilities: Conduct in-depth financial analysis and market research to identify investment opportunities and trends. Develop and maintain financial models to evaluate...
-
Performance Analyst
17 hours ago
Boston, MA, United States Allspring Global Investments Full timeCOMPANY Allspring Global Investments is a leading independent asset management firm that offers a broad range of investment products and solutions designed to help meet clients' goals. At Allspring, our vision is to inspire a new era of investing that pursues both financial returns and positive outcomes. With decades of trusted experience propelling us...
-
Investment Analyst
18 hours ago
Washington, DC, United States CFA Institute Full timeInvestment Analyst Job #: req30410 Organization: World Bank Sector: Financial Management Grade: GE Term Duration: 3 years 0 months Recruitment Type: Local Recruitment Location: Washington, DC, United States Required Language(s): English Closing Date: 12/6/2024 (MM/DD/YYYY) at 11:59pm UTC Do you want to build a career that is truly worthwhile? The World Bank...
-
Investment Banking Analyst
17 hours ago
McLean, VA, United States Selby Jennings Full timeTitle: Investment Banking Analyst Company Summary: We are currently partnered with an investment banking firm dedicated to providing world-class M&A and capital raising solutions exclusively to growth-oriented Business Services and Technology companies looking to add an Investment Banking Analyst. They combine deep market insights across software, services...
-
Investment Analyst
1 month ago
Fort Worth, TX, United States Integrity Quest Consulting Full timeInvestment Analyst / AssociateOur client, a mature yet entrepreneurial multi-billion-dollar private investment firm in Fort Worth, Texas is interested in hiring a top analyst or associate to join their investment team. You will work with a team of other incredibly bright investment professionals who research and analyze a wide array of potential investments...
-
Assoc Analyst, Alt Investment Research
2 days ago
Chicago, IL, United States Northern Trust Full timeAbout Northern Trust: Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889. Northern Trust is proud to provide innovative financial services and guidance to the world’s most successful individuals, families, and institutions by remaining true to our enduring...
-
Assoc Analyst, Alt Investment Research
2 days ago
Chicago, IL, United States Northern Trust Full timeNorthern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889. Northern Trust is proud to provide innovative financial services and guidance to the world’s most successful individuals, families, and institutions by remaining true to our enduring principles of service,...