Current jobs related to Investment Execution Analyst - Atlanta, Georgia - The Ladders

  • Investment Data Analyst

    6 days ago

    Atlanta, Georgia, United States Voya Financial, Inc. Full time

    Investment Data Analyst Job DescriptionWe are seeking a highly motivated and detail-oriented Investment Data Analyst to join our team at Voya Financial, Inc. As an Investment Data Analyst, you will play a crucial role in ensuring the accuracy and quality of our investment data.Key Responsibilities:Perform daily data quality reviews to ensure clean and...

  • Investment Analyst

    2 weeks ago

    Atlanta, Georgia, United States Invesco Full time

    Job SummaryAs a Junior Analyst III at Invesco, you will play a critical role in supporting the investment teams with regards to the global trading and portfolio management process. This position will report into the Front Office Operations (FOO) Senior Manager and will be responsible for providing critical support to all local and international Investment...

  • Alternative Investment Analyst

    6 days ago

    Atlanta, Georgia, United States BlueArc Capital Full time

    Role OverviewBlueArc Capital is seeking a skilled Alternative Investment Analyst/Associate to join its Alternative Investments group. The ideal candidate will have a strong understanding of private markets and a proven track record of conducting research and analysis on alternative investment opportunities.Key ResponsibilitiesConduct in-depth research and...

  • Investment Data Analyst

    6 days ago

    Atlanta, Georgia, United States Voya Financial Full time

    Key ResponsibilitiesThe Investment Data Analyst will be responsible for overseeing daily analytics reports to ensure accuracy. This role will also play a crucial part in supporting data and analytics as part of the investment process.Data Quality ReviewPerform respective key controls to ensure clean and accurate investment data on a daily basis.Data...

  • Investment and Development Analyst

    2 weeks ago

    Atlanta, Georgia, United States High Point Development Full time

    Job SummaryThe Investment and Development Analyst plays a critical role in Highpoint's multifamily development team, driving the underwriting and capitalization process forward. This position requires a strong analytical mindset, excellent research skills, and the ability to effectively communicate complex financial information.Key ResponsibilitiesConduct...

  • Investment Portfolio Analyst

    4 weeks ago

    Atlanta, Georgia, United States Landmark Properties Full time

    Job Title: Investment Management AnalystLandmark Properties is seeking a highly skilled Investment Management Analyst to join our team. As an Investment Management Analyst, you will play a critical role in assisting with the management of our existing portfolio of owned assets, underwriting acquisition opportunities, and expanding our relationships with...

  • Real Estate Investment Analyst

    2 weeks ago

    Atlanta, Georgia, United States Lakeview Loan Servicing Full time

    Real Estate Investment Analyst Job DescriptionWe are seeking a highly motivated and detail-oriented Real Estate Investment Analyst to join our team at Bayview Asset Management, LLC. As a key member of our investment team, you will play a critical role in the underwriting, acquisition, repositioning, and sale of single-family real estate across our...

  • Real Estate Investment Analyst

    2 weeks ago

    Atlanta, Georgia, United States Lakeview Loan Servicing Full time

    Real Estate Investment Analyst Job DescriptionWe are seeking a highly motivated and detail-oriented Real Estate Investment Analyst to join our team at Bayview Asset Management, LLC. As a key member of our investment team, you will play a critical role in the underwriting, acquisition, repositioning, and sale of single-family real estate across our...

  • Investment Sales Analyst

    6 days ago

    Atlanta, Georgia, United States CBRE Full time

    About the RoleCBRE is seeking a skilled Investment Sales Analyst to join our team. As a key member of our team, you will be responsible for analyzing financial data, conducting market research, and collaborating with cross-functional teams to drive business growth.Key ResponsibilitiesAssist with financial modeling and analysis of prospective transactions.Use...

  • Healthcare Investment Banking Executive

    1 month ago

    Atlanta, Georgia, United States Selby Jennings Full time

    Job Title:Investment Banking Vice President - HealthcareLocation:Charlotte, NCCompany Overview:We are partnered with a specialty boutique investment bank specializing in providing strategic M&A and financial advisory services. With a strong focus on the healthcare, HCIT and Telehealth sectors, our client is seeking a highly experienced and motivated...

  • Investment Sales Analyst

    6 days ago

    Atlanta, Georgia, United States CBRE Full time

    About the RoleWe are seeking a skilled Investment Sales Analyst to join our team at CBRE. The successful candidate will work on technology-driven solutions to improve our transaction processes, increase productivity, and support the team's initiatives in the real estate sector.Key ResponsibilitiesAssist with financial modeling and analysis of prospective...

  • Alternative Investment Specialist

    2 weeks ago

    Atlanta, Georgia, United States BlueArc Capital Full time

    Job Title: Alternative Investment AnalystBlueArc Capital is seeking a highly motivated and detail-oriented Alternative Investment Analyst to join our team in Atlanta, Georgia.About the Role:We are looking for a talented individual to conduct in-depth research and analysis on various alternative investment opportunities, including private equity, private...

  • VP; Corporate Investment Quantitative Finance Analyst

    2 weeks ago

    Atlanta, Georgia, United States The Bank of America Corporation Full time

    About the RoleWe are seeking a highly skilled Quantitative Finance Analyst to join our Corporate Investment Banking team. As a key member of our team, you will be responsible for analyzing and developing financial models to support our clients' investment decisions.Key ResponsibilitiesDevelop and maintain complex financial models to analyze investment...

  • Investment Banking Associate

    2 weeks ago

    Atlanta, Georgia, United States Selby Jennings Full time

    FIG Investment Banking AssociateJoin Selby Jennings, a leading boutique investment banking firm, as a FIG Investment Banking Associate. In this role, you will support M&A transactions, debt capital markets activities, and private placements.Key Responsibilities:Financial Analysis: Develop financial models and conduct due diligence to assess valuations and...

  • Alternative Investment Specialist

    2 days ago

    Atlanta, Georgia, United States BlueArc Capital Full time

    Role SummaryThe BlueArc Capital team is seeking an experienced Alternative Investment Analyst/Associate to join our Alternative Investments group. As part of our team, you will play a crucial role in conducting monitoring existing investments, strategy/market research, analyzing new opportunities, and providing recommendations to support ongoing investment...

  • Healthcare Investment Banking Associate

    2 weeks ago

    Atlanta, Georgia, United States Truist Full time

    Job Title: Healthcare Investment Banking AssociateWe are seeking a highly motivated and experienced Healthcare Investment Banking Associate to join our team at Truist. As a key member of our healthcare investment banking group, you will be responsible for providing client relationship management and investment banking services to corporate and private equity...

  • Quantitative Research Analyst

    6 days ago

    Atlanta, Georgia, United States Voya Financial Full time

    Role OverviewWe are seeking a highly motivated and detail-oriented Quantitative Research Analyst to join our team at Voya Financial. As a key member of our Global Rates and Money Markets teams, you will be responsible for supporting Portfolio Management and Trading activities.Key ResponsibilitiesWork within the Money Market group to support execution trades...

  • Portfolio Data Analyst

    6 days ago

    Atlanta, Georgia, United States Angel Oak Full time

    About the Role:We are seeking a highly skilled Portfolio Data Analyst to join our team at Angel Oak Companies. As a Portfolio Data Analyst, you will be responsible for maintaining the data analytics and reporting infrastructure across our public strategies, including mutual funds, ETFs, and SMAs.Key Responsibilities:Maintain and develop analytical tools...

  • Business Development Analyst

    2 weeks ago

    Atlanta, Georgia, United States Fulcrum Equity Partners Full time

    Business Development OpportunityFulcrum Equity Partners, a growth equity firm based in Atlanta, is seeking a highly motivated Business Development Analyst to support deal sourcing and market research efforts. This individual will play a key role in originating new platform investments and tuck-in acquisitions for existing portfolio companies.The ideal...

  • Private Wealth Strategist

    2 weeks ago

    Atlanta, Georgia, United States Thornburg Investment Full time

    Job Title: Private Wealth ConsultantThornburg Investment is seeking a highly motivated and experienced Private Wealth Consultant to join our team. As a Private Wealth Consultant, you will be responsible for executing a focused sales strategy within a given segmentation, positioning Thornburg's mutual funds, SMA products, private strategies, and other future...

Investment Execution Analyst

2 months ago

Atlanta, Georgia, United States The Ladders Full time
JOB DESCRIPTION

The Investment Execution Analyst will play a crucial role in facilitating the investment and allocation processes for clients, including both funds and separately managed accounts, while reporting directly to the Vice President of Investment Execution.

The Investment Execution Team is composed of approximately five professionals dedicated to assessing eligibility, managing allocations, and overseeing the settlement of Asset Management Investor Programs and various Balance Sheet entities involved in transactions led or participated in by the firm. This team collaborates extensively with deal professionals, program managers, Capital Markets, Treasury, and Operations.

KEY RESPONSIBILITIES
  • Monitor each new investment opportunity within the firm's origination pipeline from initial assessment to client investment, ensuring eligibility for advised clients and investor programs.
  • Act as the primary liaison for origination and underwriting professionals during the allocation phase.
  • Track and report on deal-specific data that affects eligibility and concentration limits (e.g., industry, leverage, cov-lite limits) for advised client programs.
  • Coordinate with deal teams, Capital Markets, program managers, and the Allocation Committee to ensure compliance with policies and effective communication among all stakeholders.
  • Collaborate with the Operations Trade Execution team and deal teams to guarantee the timely and accurate closing of investments for advised clients.
  • Facilitate the asset sale process for advised clients' portfolios, ensuring adherence to individual program requirements.
  • Gather and maintain necessary deal-level data from inception and throughout the lifecycle of advised client programs.
QUALIFICATIONS
  • Bachelor's degree with 2-5 years of experience in investor relations, operations, or finance within a reputable asset management or direct lending firm.
  • Familiarity with alternative investment products and services, including private credit, structured finance, and direct lending.
  • Proven history of professional growth and excellence.
  • Strong attention to detail and ability to manage multiple tasks simultaneously.
  • Effective collaboration skills, thriving in a cross-functional team environment.
  • Exceptional written and verbal communication abilities.
  • Strong work ethic, comfortable in a dynamic and fast-paced setting.
SKILLS
  • Ability to analyze and interpret data, drawing accurate conclusions and translating insights into actionable strategies.
  • Understanding and implementation of complex business processes across various internal teams.
  • Analytically oriented with a structured approach to time management.
  • Strategic mindset with a focus on continuous improvement, both personally and organizationally.
  • Proficient in MS PowerPoint and Word, with advanced skills in Excel.
ADDITIONAL INFORMATION
  • Must possess unrestricted authorization to work in the United States.
  • Willingness to comply with pre-employment screening processes, including drug testing and background checks.
  • Flexibility to work from the designated office and travel as necessary.
The Ladders is an Equal Opportunity Employer. Employment decisions are made without regard to race, color, religion, national or ethnic origin, sex, sexual orientation, gender identity or expression, age, disability, protected veteran status, or other characteristics protected by law.