Senior Investment Associate
1 week ago
Investment Associate - Single Family Office The Investment Associate will support the management of the due diligence efforts on all prospective and current investments for the family office. The Investment Associate is expected to lead the deal processes from beginning to end, servicing as the coordinator for the deal process. The Investment Associate will be in a highly visible position and expected to manage external diligence streams as well as internally communicate views and thoughts on various investment strategies for the family office. KEY RESPONSIBILITIES Lead due diligence process for prospective and current investments – inclusive of creating and updating financial models, global macro and thematic research, as well as comparable analyses. Produce monthly portfolio statements, detailing the firm’s investments in hedge funds, public equities, debt funds, private equity, venture capital and real estate. Prepare quarterly portfolio performance reports, including a descriptive assessment of the firm’s investments relative to industry benchmarks. Analyze the contribution of each investment manager in the context of the firm’s portfolio and explain how various investment styles impact the characteristics of the overall portfolio. Evaluate investment managers to make allocation or redemption decisions with a goal towards improving the overall risk/return of the portfolio. Regularly read research, news and other sources of current events to remain current on information affecting the firm’s investments. Interact daily with the firm’s principals, colleagues, management teams and fund managers. Some travel to visit fund managers; portfolio companies and prospects may be required. QUALIFICATIONS/EXPERIENCE Three to five years of experience in investment banking, private equity, venture capital, or hedge funds. BA/BS degree in finance, business, economics or related discipline. Prefer an MBA in business or finance. REQUIRED SKILLS High proficiency with Excel, Word and PowerPoint as well as SEC filings, Pitchbook, Bloomberg, among other investments-related databases. Ability to work independently to quickly create detailed, high-quality investment summaries, including developing detailed financial models. Proven analytical skills, business judgment and attention to detail. Strong verbal and written communication skills. Self-motivated working style, eagerness to learn and strong interpersonal skills. Willingness to pitch in wherever needed. Seniority level: Associate Employment type: Full-time Job function: Analyst and Finance Industries: Venture Capital and Private Equity Principals, Investment Management, and Investment Banking #J-18808-Ljbffr
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Senior Investment Associate
7 days ago
San Francisco, California, United States Private Investigator Norfolk Full timeAbout Us: Our client is a prominent law firm with a long history of commitment to social responsibility and community engagement. With locations in major cities across the United States, we strive to create a diverse and inclusive work environment that values equality and fairness.Job Summary: We are seeking a highly motivated and experienced Senior...
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LACERA – Senior Investment Officer
1 month ago
San Francisco, United States The Association of Asian American Investment Managers Full timeLACERA – Senior Investment Officer (Private Equity)The Senior Investment Officer supervises the overall management of one of LACERA’s primary asset classes or cross asset category initiatives such as risk, management, asset allocation, performance reporting, and/or corporate governance and stewardship, and provides direction to staff who assist in the...
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Senior Investment Associate
7 days ago
San Francisco, California, United States The Association of Asian American Investment Managers Full timeInvestment OpportunitiesBivium Capital Partners is a boutique investment firm that builds customized portfolios for institutional investors. We focus on identifying and investing with talented money managers, with a focus on emerging and sustainable managers, in select asset classes where we believe skill and motivation can deliver exceptional results.Job...
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Senior Investment Manager
4 weeks ago
San Francisco, California, United States Top Tier Reps LLC Full timeInvestment Management Associate - Senior LevelOur client seeks a mid-level to senior associate (JD) to join the Investment Management sub-group within the Corporate & Finance Group in New York or San Francisco.Key Responsibilities:Experience in investment management transactional work, particularly in private fund formation.Familiarity with the Investment...
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Investment Portfolio Associate
7 days ago
San Francisco, California, United States The Association of Asian American Investment Managers Full timeJob Description:The Investment Portfolio Associate plays a crucial role in managing assets for the Pension Boards, United Church of Christ (PBUCC), and a large client, United Church Funds (UCF) with approximately $4.7 billion in total assets.Responsibilities include collecting and analyzing market and manager data, evaluating and monitoring external...
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Senior Investment Officer
3 weeks ago
San Francisco, California, United States The Association of Asian American Investment Managers Full timeSenior Investment Officer Job DescriptionWe are seeking a highly skilled Senior Investment Officer to oversee the management of one of our primary asset classes or cross-asset category initiatives.Key Responsibilities:Supervise and manage the overall investment process, including risk management, asset allocation, and performance reporting.Provide direction...
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Investment Management Associate
4 weeks ago
San Francisco, United States Top Tier Reps LLC Full timeInvestment Management Associate – Senior LevelCorporate & Finance PracticeOur client is seeking a mid-level to senior associate (JD, 2017-2021) to join the Investment Management sub-group within the Corporate & Finance Group in either the New York or San Francisco office.Key Qualifications:Experience in investment management transactional work,...
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Senior Investment Officer
4 weeks ago
San Francisco, California, United States The Association of Asian American Investment Managers Full timeLACERA – Senior Investment Officer (Private Equity)The Senior Investment Officer plays a key role in overseeing the management of one of LACERA's primary asset classes, including risk management, asset allocation, and performance reporting.Key Responsibilities:Supervise staff who assist in the management of these categoriesDevelop and implement strategies...
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Senior Investment Associate
2 weeks ago
San Francisco, United States Hunter SF Full timeInvestment Associate - Single Family OfficeThe Investment Associate will support the management of the due diligence efforts on all prospective and current investments for the family office. The Investment Associate is expected to lead the deal processes from beginning to end, servicing as the coordinator for the deal process. The Investment Associate will...
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San Francisco, United States The Association of Asian American Investment Managers Full timeThe Kresge Foundation – Associate Investment DirectorThe Associate Investment Director reports directly to the Managing Director of Public Markets and works in conjunction with Investment Staff to oversee the management of the Foundation’s assets. Responsibilities include sourcing new investment ideas, performing quantitative and qualitative due...
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Senior Associate, Alternative Investments
1 month ago
San Francisco, United States KPMG-UnitedStates Full timeBusiness Title:Senior Associate, Alternative InvestmentsRequisition Number:119632 - 11Function:Tax ServicesArea of Interest:State:CACity:San FranciscoDescription:At KPMG, you can become an integral part of a dynamic team at one of the world's top tax firms. Enjoy a collaborative, future-forward culture that empowers your success. Work with KPMG's extensive...
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Investment Team
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Tech Investment Associate
3 hours ago
San Francisco, United States Avenir Group Full timeRole OverviewWe are seeking a Tech Investment Associate to support investment activities in one of the most dynamic and high-growth sectors. As an Associate, you will play a critical role in conducting due diligence, financial modeling, and assisting in the execution of investments in the TMT space, with a particular focus on emerging technology trends.Key...
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Investment Associate
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San Francisco, California, United States TalentLink Solutions Full timeJob DescriptionWe are seeking a highly skilled and motivated Wealth Management Specialist to join our team at TalentLink Solutions. As an Investment Associate, you will be responsible for supporting Senior Advisors with the preparation of well-polished documentation and presentation materials for meetings. You will attend meetings with prospects and existing...
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Senior Investment Relationship Manager
4 weeks ago
San Francisco, California, United States First Citizens Bank Full timeFirst Citizens Bank is seeking a Senior Portfolio Strategist to join our team. This role requires a strong understanding of investment services and relationship management.About UsWe are a leading bank with a commitment to providing exceptional service to our clients. Our Wealth associates work closely with high net worth individuals to manage their...
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San Francisco, United States The Association of Asian American Investment Managers Full timeCalSTRS – Investment Officer I, Investment PerformanceThe CalSTRS Investments Branch is seeking a motivated individual to work as an Investment Officer I on the Investment Performance Team.CalSTRS Investment Performance unit ensures data accuracy through a robust examination, resulting in comprehensive performance reporting and analytics. We provide...
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Investment Banking Associate | Tech M&A
2 weeks ago
San Francisco, United States Selby Jennings Full timeSelby Jennings is partnered with a Middle Market Investment Banking Boutique focused on Technology M&A. This Boutique boasts a strong track record closing deals, specializing in Software and Tech-Enabled verticals. The team is seeking an Investment Banking Associate to join their team, with Associates playing critical role in supporting senior bankers in the...
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Investment Associate
3 days ago
San Francisco, California, United States Evolve Talent Partners Full timeJob OverviewWe are seeking a skilled Investment Associate to join our team in San Francisco. As an Associate, you will play a crucial role in supporting the Investor Relations Team in achieving their goals.
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Senior Investment Advisor
7 days ago
San Francisco, California, United States Innovations PSI Full timeInnovations PSI is seeking a Senior Investment Advisor to serve as the primary point of contact for high-net-worth clients.The ideal candidate will have experience in managing multi-asset class portfolios and creating detailed financial plans.This role involves serving as the primary contact for ~100 clients, handling client communications and relationship...
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Investment Associate
7 days ago
San Francisco, California, United States MedPro USA Health Services, LLC. Full time**About Us**Blumberg Capital is a renowned venture capital firm with a successful track record of nurturing B2B technology companies from inception through exit over three decades. As one of the first investors and long-term partners to industry leaders, including Addepar, Braze, DoubleVerify, Finaro, Fundbox, HootSuite, Nutanix, Trulioo, and Yotpo, we pride...