Current jobs related to Investment Manager - Los Angeles - augmentjobs
-
Investment Management Professional
3 weeks ago
Los Angeles, California, United States Virtus Investment Partners Full timeJob SummaryVirtus Investment Partners is seeking a highly motivated and organized individual to join our team as a Senior Investment Advisor Associate. This role will provide a professional and exceptional level of client service to affluent investors.Key ResponsibilitiesClient Service: Act as primary service-related and administrative contact for...
-
Los Angeles, California, United States Intrepid Investment Bankers Full timeAbout Intrepid Investment BankersIntrepid Investment Bankers is a specialty investment bank that provides M&A, capital raising, and strategic advisory services to entrepreneurs, family-owned companies, private equity sponsors, and major corporations.Job SummaryWe are seeking a highly experienced Managing Director to join our team. The selected colleague will...
-
Senior Investment Advisor
4 weeks ago
Los Angeles, California, United States Thornburg Investment Management Full timeJob OverviewThornburg Investment Management is a renowned global investment firm dedicated to delivering strategic solutions for institutions, financial professionals, and investors across the globe. Established in 1982, the firm is recognized for its active management approach in fixed income, equities, and multi-asset strategies.As an independent entity,...
-
Investment Operations Associate
2 weeks ago
Los Angeles, California, United States FAMILY OFFICE INVESTMENT SERVICES, LLC Full timeAbout Family Office Investment Services, LLCFAMILY OFFICE INVESTMENT SERVICES, LLC is a leading provider of investment management services to high net worth individuals and families. Our team of experienced professionals is dedicated to delivering exceptional investment results and unparalleled client service.Job SummaryWe are seeking an Investment...
-
Investment Banking Vice President
3 weeks ago
Los Angeles, California, United States Intrepid Investment Bankers Full timeAbout the RoleIntrepid Investment Bankers is seeking a highly motivated and experienced Investment Banking Vice President to join our Supply Chain team. As a key member of our team, you will be responsible for managing day-to-day client relationships, overseeing deal execution phases, and developing valuation analyses and models.Key ResponsibilitiesClient...
-
Los Angeles, California, United States Intrepid Investment Bankers Full timeAbout the RoleIntrepid Investment Bankers is seeking a highly motivated and experienced Investment Banking Vice President to join our Supply Chain and Operations team. As a key member of our team, you will be responsible for managing day-to-day client relationships, overseeing deal execution phases, and developing valuation analyses and models.Key...
-
Los Angeles, California, United States Intrepid Investment Bankers Full timeAbout the RoleIntrepid Investment Bankers is seeking a highly motivated and experienced Investment Banking Vice President to join our Supply Chain and Operations team. As a key member of our team, you will be responsible for managing day-to-day client relationships, overseeing deal execution phases, and developing valuation analyses and models.Key...
-
Investment Banking Vice President
3 weeks ago
Los Angeles, California, United States Intrepid Investment Bankers Full timeAbout the RoleIntrepid Investment Bankers is seeking a highly motivated and experienced Investment Banking Vice President to join our Supply Chain team. As a key member of our team, you will be responsible for managing day-to-day client relationships, overseeing deal execution phases, and developing valuation analyses and models.Key ResponsibilitiesClient...
-
Senior Investment Advisor
4 weeks ago
Los Angeles, California, United States Thornburg Investment Management Full timeJob OverviewThornburg Investment Management is a renowned global investment firm dedicated to delivering strategic solutions for institutions, financial professionals, and investors around the globe. Established in 1982, our privately held firm excels in managing high-conviction portfolios across fixed income, equities, and multi-asset strategies.As an...
-
Senior Investment Sales Professional
2 weeks ago
Los Angeles, California, United States Sands Investment Group Full timeAbout the RoleSands Investment Group, a leading commercial real estate brokerage firm, is seeking a highly skilled Senior Investment Sales Professional to join our Retail Investment Sales Team in Los Angeles, California. As a key member of our team, you will be responsible for driving business growth and securing new opportunities in the investment sales...
-
Investment Operations Associate
2 weeks ago
Los Angeles, California, United States FAMILY OFFICE INVESTMENT SERVICES, LLC Full time{"title": "Investment Operations Associate", "description": "Job SummaryFAMILY OFFICE INVESTMENT SERVICES, LLC is seeking an experienced Investment Operations Associate to join our team. As a key member of our investment operations team, you will be responsible for tracking and overseeing the family and foundations' investment...
-
Investment Operations Specialist
3 weeks ago
Los Angeles, California, United States FAMILY OFFICE INVESTMENT SERVICES, LLC Full timeAbout the RoleWe are seeking a highly organized and detail-oriented Investment Operations Associate to join our team at Family Office Investment Services, LLC. The successful candidate will provide administrative support to the investment team, ensuring the timely circulation of investment reports and cash flow notices, document management, settlement of...
-
Senior Investment Advisor Associate
3 weeks ago
Los Angeles, California, United States Virtus Investment Partners Full timeJob SummaryVirtus Investment Partners is seeking a highly motivated and organized individual to join our team as a Senior Investment Advisor Associate. This role will provide a professional and exceptional level of client service to affluent investors.Key ResponsibilitiesAct as primary service-related and administrative contact for high-net-worth investors...
-
Ambitious Investment Banking Executive
2 weeks ago
Los Angeles, California, United States Intrepid Investment Bankers Full timeAbout the RoleIntrepid Investment Bankers is seeking a highly skilled and experienced Managing Director to join our team. As a key member of our healthcare investment banking practice, you will be responsible for building relationships with referral sources and business owners, identifying and qualifying new prospect leads, and managing client...
-
Investment Operations Specialist
3 days ago
Los Angeles, California, United States FAMILY OFFICE INVESTMENT SERVICES, LLC Full timeJob Title: Investment Operations AssociateFamily Office Investment Services, LLC (FOIS) is a leading provider of investment management services to the Broad family and The Broad Foundations. We are seeking an experienced Investment Operations Associate to join our team.About UsFOIS has a strong track record for performance and investment talent, with a deep...
-
Investment Operations Associate
2 weeks ago
Los Angeles, United States FAMILY OFFICE INVESTMENT SERVICES, LLC Full timeFamily Office Investment Services, LLC (FOIS) provides investment management services to the Broad family and The Broad Foundations. Established and led by Eli Broad for 20 years, FOIS has a strong track record for performance and investment talent, including the Foundations’ Investment Committee which has deep expertise and long-standing tenure with the...
-
Investment Operations Associate
3 weeks ago
Los Angeles, United States FAMILY OFFICE INVESTMENT SERVICES, LLC Full timeFamily Office Investment Services, LLC (FOIS) provides investment management services to the Broad family and The Broad Foundations. Established and led by Eli Broad for 20 years, FOIS has a strong track record for performance and investment talent, including the Foundations’ Investment Committee which has deep expertise and long-standing tenure with the...
-
Los Angeles, California, United States Intrepid Investment Bankers Full timeAbout Intrepid Investment BankersIntrepid Investment Bankers is a leading specialty investment bank that provides M&A, capital raising, and strategic advisory services to entrepreneurs, family-owned companies, private equity sponsors, and major corporations. Our team of experienced professionals has deep industry sector expertise and over three decades of...
-
Investment Banking Vice President
1 week ago
Los Angeles, California, United States Intrepid Investment Bankers Full timeAbout Intrepid Investment BankersIntrepid Investment Bankers is a specialty investment bank that provides M&A, capital raising, and strategic advisory services to entrepreneurs, family-owned companies, private equity sponsors, and major corporations. Our team of experienced professionals has deep industry sector knowledge and over three decades of...
-
Investment Banking Vice President
2 weeks ago
Los Angeles, California, United States Intrepid Investment Bankers Full timeAbout Intrepid Investment BankersWe are a specialty investment bank providing M&A, capital raising, and strategic advisory services to entrepreneurs, family-owned companies, private equity sponsors, and major corporations. Our dedicated banking teams have deep industry sector experience and over three decades of expertise.Job SummaryWe are seeking a highly...
Investment Manager
3 months ago
Job Description: Investment Manager
Overview: As an Investment Manager, you will lead and oversee the management of investment portfolios on behalf of clients or institutions. Your role encompasses strategic planning, asset allocation, investment analysis, and portfolio management to optimize returns while managing risks. You will collaborate with clients, financial advisors, and investment teams to achieve financial objectives and deliver superior investment performance.
Roles and Responsibilities:
Portfolio Management:
- Develop and implement investment strategies and asset allocation models based on client objectives, risk tolerance, and market conditions.
- Monitor and manage investment portfolios to maximize returns, mitigate risks, and ensure alignment with investment mandates and regulatory requirements.
- Conduct ongoing review and analysis of portfolio performance, asset allocation, and investment opportunities.
Investment Analysis and Research:
- Perform in-depth research and analysis of financial markets, asset classes, and individual securities to identify investment opportunities.
- Utilize fundamental and technical analysis, financial modeling, and valuation techniques to evaluate investment risks and potential returns.
- Generate investment recommendations and present findings to clients, investment committees, or stakeholders.
Client Relationship Management:
- Build and maintain relationships with clients, understanding their financial goals, preferences, and risk tolerance.
- Provide personalized investment advice, recommendations, and regular updates on portfolio performance and market developments.
- Address client inquiries, concerns, and requests related to investment strategies, performance, and market outlook.
Risk Management and Compliance:
- Assess and manage investment risks, including market risk, liquidity risk, and credit risk, through diversification and risk mitigation strategies.
- Ensure compliance with regulatory requirements, investment guidelines, and internal policies in portfolio management and investment decision-making.
- Conduct due diligence on investment opportunities and maintain documentation to support regulatory compliance and fiduciary responsibilities.
Reporting and Communication:
- Prepare and present comprehensive investment reports, performance reviews, and portfolio analysis to clients and stakeholders.
- Communicate investment strategies, market insights, and economic trends effectively to internal teams and external parties.
- Collaborate with investment analysts, research teams, and financial advisors to enhance investment processes and client service delivery.
Compensation:
- Performance Bonus: May include performance-based incentives tied to investment performance, client retention, and business development.
- Benefits: Comprehensive benefits package including health insurance, retirement plans (401(k)), profit-sharing, and potential equity participation.
Skills Required:
- Investment Expertise: Strong knowledge of financial markets, investment products, asset allocation strategies, and portfolio management techniques.
- Analytical Skills: Advanced skills in financial analysis, quantitative analysis, and risk assessment to evaluate investment opportunities and portfolio performance.
- Communication: Excellent interpersonal and communication skills to articulate complex investment concepts and strategies to clients and stakeholders.
- Client Relationship Management: Ability to build trust, credibility, and long-term relationships with clients based on sound investment advice and superior service delivery.
- Decision-Making: Strategic thinking and decisive judgment in making investment decisions under uncertainty and changing market conditions.
- Regulatory Knowledge: Understanding of investment regulations, compliance requirements, and fiduciary responsibilities.
Education and Experience:
- Bachelor's degree in Finance, Economics, Business Administration, or related field (Master's degree, CFA designation, or MBA preferred).
- 5+ years of experience in investment management, portfolio management, or related roles with a proven track record of successful portfolio management and client satisfaction.
- Experience with investment management software, financial modeling tools, and proficiency in MS Excel and other analytical software.
