Associate - Investments
5 days ago
Company Info:
Builder Capital is a privately held investment management firm focused on residential land investments in growth markets across the U.S. Since inception in 2015, Builder Capital has acquired and managed over $500 million of land development projects.
The Associate - Investments position for Builder Capital will be responsible for providing analysis and support in all activities related to the acquisition and management of the company's investments. This person will work closely with senior management as well as other members at the firm.
Location: Annapolis, MD
The Associate - Investments position’s primary focus will be taking the lead on the financial analysis, due diligence, research, financial modeling, and presentations related to new and existing investments. The candidate should have investment or financial consulting experience in a related field. Responsibilities will include, but are not limited to:
Acquisitions
- Develop financial models for new investment opportunities and existing holdings.
- Takes the lead on managing third-party report processes.
- Assists in the financial analysis of new acquisition opportunities.
- Serves as one of the key points of contact with brokers, consultants, attorneys and other investment professionals.
- Collects, analyzes, and reviews information in the acquisition of prospective and existing investments.
- Works with the team during the underwriting process to assist in structuring and analyzing transactions to prepare them for investment committee review.
- Assist with market research and analyzes market data including demographics, competitor positioning, and economic information.
- Assist with ad-hoc/special projects as needed.
- Travels to tour properties and markets, and meets with brokers and consultants, as deemed necessary.
Asset Management
- Monitor and analyze portfolio performance to support decision making and business strategy
- Assist in the management of consultants, brokers, escrow agents / title companies to manage assets in portfolios and the disposition of assets over investment term.
- Compile and analyze weekly leasing, operations and capital improvement reporting metrics
- Complete monthly & quarterly portfolio and asset-level reporting for lot banking, leasing investments.
- Update quarterly valuations
- Manage and maintain project records, reports.
Qualifications
- Bachelor's degree in Business Administration, Finance, Accounting, Real Estate, Economics or related field
- 2+ years’ professional experience in a related field
- Advanced proficiency with Excel and financial modeling are required
- Proficiency with PowerPoint and Word are required
- Superior analytical skills
- Strong writing and critical analysis skills
- Ability to function well in a high-paced environment
- Team player with excellent leadership skills
- Ability to work independently, prioritize duties, manage time efficiently, and multi-task
Builder Capital benefits include:
- A highly competitive base salary + bonus
- A suite of benefits, including comprehensive medical and dental
- Generous PTO, including parental leave
-
Investment Operations Associate
3 days ago
Houston, TX, United States CAZ Investments Full timeCAZ was founded in 2001 with the backing of some of the most respected and successful families in the state of Texas. Since our inception, we have focused our efforts on finding excellent opportunities to invest our personal money and then providing the ability for our global network of investors to co-invest with us. We exist to provide Exclusive Access to...
-
Associate - Investments
5 days ago
Annapolis, United States Builder Capital Full timeCompany Info:Builder Capital is a privately held investment management firm focused on residential land investments in growth markets across the U.S. Since inception in 2015, Builder Capital has acquired and managed over $500 million of land development projects. The Associate - Investments position for Builder Capital will be responsible for providing...
-
Investments Operations Consultant
4 weeks ago
Greenwich, CT, United States Fidelity Investments Full timeJob Description:With your extraordinary knowledge and incomparable integrity, we know that clients invest their trust in you. Join a team that also invests in you with key product and service offerings, sophisticated technology and a premier investment platform. Here, you will build long-term, dedicated relationships with customers by bringing them peace of...
-
Canadian Investment Counsellor
2 months ago
Plano, TX, United States Fisher Investments Full timeAre you currently a CFA Level 1 holder working in the United States and looking to service clients living in Canada? Come join our firm as an Investment Counsellor to service a roster of high-net-worth clients. Since 2009, Fisher Investments International has developed a specialized approach focused on our private clients. With a firm structure that...
-
Canadian Investment Counsellor
2 weeks ago
Tampa, FL, United States Fisher Investments Full timeAre you currently a CFA Level 1 holder working in the United States and looking to service clients living in Canada? Come join our firm as an Investment Counsellor to service a roster of high-net-worth clients. Since 2009, Fisher Investments International has developed a specialized approach focused on our private clients. With a firm structure that...
-
Investments Operations Consultant
4 weeks ago
Paramus, NJ, United States Fidelity Investments Full timeJob Description:Financial ConsultantIf you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is...
-
Canadian Investment Counsellor
3 months ago
Dallas, TX, United States Fisher Investments Full timeAre you currently a CFA Level 1 holder working in the United States and looking to service clients living in Canada? Come join our firm as an Investment Counsellor to service a roster of high-net-worth clients. Since 2009, Fisher Investments International has developed a specialized approach focused on our private clients. With a firm structure that...
-
Canadian Investment Counsellor
3 months ago
Clearwater, FL, United States Fisher Investments Full timeAre you currently a CFA Level 1 holder working in the United States and looking to service clients living in Canada? Come join our firm as an Investment Counsellor to service a roster of high-net-worth clients. Since 2009, Fisher Investments International has developed a specialized approach focused on our private clients. With a firm structure that...
-
Manager/ Director
3 days ago
Annapolis, MD, United States HASI Full timePosition Summary HASI is currently seeking a Manager/Director with renewable financing experience to join our team. This individual will work in the Investment Group within the Grid Connected investment team to originate, structure, negotiate, and grow the solar land and land restoration. The types of investments will include land financing for land under,...
-
UK Investment Counsellor
4 weeks ago
Tampa, FL, United States Fisher Investments Full timeDo you have an interest in working in the United States with high-net-worth clients living in the UK? Come join our firm as an Investment Counsellor to service a roster of high-net-worth clients. Since 2009, Fisher Investments International has developed a specialized approach focused on our private clients. With a firm structure that practices separation of...
-
UK Investment Counsellor
1 month ago
Plano, TX, United States Fisher Investments Full timeDo you have an interest in working in the United States with high-net-worth clients living in the UK? Come join our firm as an Investment Counsellor to service a roster of high-net-worth clients. Since 2009, Fisher Investments International has developed a specialized approach focused on our private clients. With a firm structure that practices separation of...
-
Investment Counselor
2 months ago
Tampa, FL, United States Fisher Investments Full timeStop prospecting! Come join our firm as an Investment Counselor for a provided roster of high-net-worth clients. Since 1995, Fisher Investments has developed a specialized approach focused on our private clients. With a firm structure that practices separation of sales and client service, you don't have to wear the 'many hats' of a typical Financial Advisor....
-
UK Investment Counsellor
2 months ago
Clearwater, FL, United States Fisher Investments Full timeDo you have an interest in working in the United States with high-net-worth clients living in the UK? Come join our firm as an Investment Counsellor to service a roster of high-net-worth clients. Since 2009, Fisher Investments International has developed a specialized approach focused on our private clients. With a firm structure that practices separation of...
-
UK Investment Counsellor
3 months ago
Clearwater, FL, United States Fisher Investments Full timeDo you have an interest in working in the United States with high-net-worth clients living in the UK? Come join our firm as an Investment Counsellor to service a roster of high-net-worth clients. Since 2009, Fisher Investments International has developed a specialized approach focused on our private clients. With a firm structure that practices separation of...
-
UK Investment Counsellor
3 months ago
Garland, TX, United States Fisher Investments Full timeDo you have an interest in working in the United States with high-net-worth clients living in the UK? Come join our firm as an Investment Counsellor to service a roster of high-net-worth clients. Since 2009, Fisher Investments International has developed a specialized approach focused on our private clients. With a firm structure that practices separation of...
-
Financial Planning
3 days ago
Bethesda, MD, United States Bluepoint Financial, LLC Full timeJob Description:BluePoint Financial LLC, is a rapidly growing Financial Services & Insurance firm. We are seeking aFinancial Planning & Investments Associate to join our team and grow in their career with our firm. Thisanalyst will be responsible for assisting in the service of our growing client base, providing operationalsupport to the Financial Advisor &...
-
Retail Sales Associate
3 weeks ago
Annapolis, Maryland, United States GPM Investments LLC Full timeJob OverviewWe are seeking a skilled and enthusiastic Retail Sales Associate to join our team at GPM Investments LLC. As a key member of our sales team, you will be responsible for providing exceptional customer service, operating a cash register, and maintaining a clean and organized store environment.Key Responsibilities:Provide warm and welcoming customer...
-
Investment Associate
3 days ago
Miami, FL, United States Starlight Ventures Full timeStarlight Ventures is seeking a driven and intellectually curious Investment Associate to join our dynamic team. This role offers the opportunity to become an impactful early-stage venture investor, where you'll be instrumental in identifying, evaluating, and executing investments in cutting-edge companies that are reshaping industries.You’ll be working...
-
Investment Banking Associate
5 days ago
Tampa, FL, United States Selby Jennings Full timeTitle: Investment Banking Associate Company Summary: We are currently partnered with an Elite Boutique/Upper MM Investment Bank based out of Tampa, FL looking to add on an Associate to their growing team. This team is led by the top Managing Directors in the country in their respective space. The Investment Banking Associate will have the opportunity to work...
-
Investment Associate
5 days ago
Boston, MA, United States Search BizAthletes Full timeInvestment Associate - Private Credit - Investment Management FirmCOMPENSATION/PERKS:$125k - $175k Salary (Depending on Years of Experience)$250k+ in Total Earnings including Salary & Company Bonus3 Hours of Flextime Per WeekPrivate Gym in OfficePrivate Trainer in OfficePrivate Massage Therapist in OfficeHybrid work - Monday - Thursday In-Office & Friday...