Current jobs related to Investment Performance Expert - Miami - Ascendo Resources
-
Infrastructure Performance Expert
2 days ago
Miami, United States iCare Health Solutions Full timeAbout the RoleiCare Health Solutions is seeking an experienced Infrastructure Performance Expert to join our team. In this role, you will be responsible for ensuring the optimum performance of infrastructure and enterprise-wide technology through the creation, advancement, and support of technology.You will work closely with our team to plan, install, test,...
-
Senior Investment Manager
23 hours ago
Miami, Florida, United States JPMorganChase Full timeJob SummaryWe are seeking a highly skilled Investment Portfolio Lead to join our U.S. Private Bank team. As a key member of the Investor team, you will lead the coordination of sales initiatives with Capital Advisors, Fiduciary Administrators, and Wealth Advisors.The successful candidate will possess excellent communication and leadership skills, as well as...
-
Licensed Commercial Real Estate Agent
4 days ago
Miami, United States Capital Investment Llc Full timeJob DescriptionJob DescriptionLicensed Commercial Real Estate Agent Job Description Office Locations: NEW ** Brickell, Miami, Florida Who We Are:Capital Investment LLC is a highly reputable commercial real estate firm with a profound understanding of investment fundamentals that influence the market. Our expertise lies in creating value and optimizing costs...
-
Expert CRE Transaction Advisor
6 days ago
Miami, Florida, United States Capital Investment Llc Full timeWhat You'll Be DoingYou will be working closely with our team of experienced agents, who prioritize transparent execution to drive real estate performance and asset value. Our team offers our clients transparent market consulting, drawing from our experience in tenant representation, landlord representation, and asset management.Your responsibilities will...
-
Senior Commercial Real Estate Consultant
6 days ago
Miami, Florida, United States Capital Investment Llc Full timeAt Capital Investment LLC, we deliver tailored solutions to businesses and investors, sourcing properties and providing expert guidance for their real estate needs.Job OverviewWe are actively seeking a highly experienced Commercial Real Estate Agent to join our team in Miami, Florida. As a member of our team, you will be responsible for assisting clients in...
-
Investment Product Specialist
6 days ago
Miami, Florida, United States Amerantbank Full timeThe role of a Product Associate I at Amerantbank involves supporting Investment Consultants and Relationship Managers in all aspects of certain investment products. Key responsibilities include preparing customer-ready and internal-use-only presentations, guides, and customized proposals for collective investment vehicles and stocks. This position requires...
-
Investment Analytics Specialist
6 days ago
Miami, United States Marc Bell Capital Full timeJoin Our TeamMarc Bell Capital is a dynamic investment firm that offers a unique blend of operating and investing expertise. We focus on venture capital, private equity, finance, real estate, hospitality, and theatrical endeavors. Our team has extensive experience in various sectors, including space, communication, technology, media, retail, and business...
-
Financial Advisor
1 week ago
Miami, United States PNC Full timePosition Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the...
-
Data-Driven Financial Expert
5 days ago
Miami, United States Ascendo Resources Full timeAscendo Resources is seeking a highly skilled Data-Driven Financial Expert to join our team. In this role, you will be responsible for developing and delivering detailed reports for investment managers covering performance metrics, compliance updates, and portfolio risk assessments.The ideal candidate will have a strong background in financial analysis and...
-
Director of Growth and Investment
7 days ago
Miami, United States NurseRecruiter, LLC Full timeHead of Business Development OpportunityThe position of Head of Business Development is open at our organization, offering a unique chance to drive growth and manage the private equity team. As a seasoned professional in Lower Middle Market private equity, you will play a critical role in growing and managing the firm, including sourcing, executing, and...
-
Financial Performance Expert
6 days ago
Miami, United States Blackstone Restaurant Full timeResponsibilitiesReview monthly estimates and final fund net asset values (NAVs).Analyze NAV reconciliations with third-party administrators and custodians.Reconcile pay management and performance fees calculations.The team collaborates with offshore resources, operations teams, and uses technology to enhance controls and improve efficiencies.
-
Private Equity Associate, Investment team
4 days ago
Miami, United States Hivest Capital Partners Full timeOur AmbitionHelp companies unlock their full potential by implementing innovative growth strategies and operational performance improvements. Thanks to its entrepreneurial team, Hivest Capital brings financial and operational support to its portfolio companies in order to build international leaders. We invest in companies with revenues ranging between $50m...
-
Private Equity Associate, Investment team
4 days ago
Miami, United States Hivest Capital Partners Full timeOur AmbitionHelp companies unlock their full potential by implementing innovative growth strategies and operational performance improvements. Thanks to its entrepreneurial team, Hivest Capital brings financial and operational support to its portfolio companies in order to build international leaders. We invest in companies with revenues ranging between $50m...
-
Financial Services Associate
6 days ago
Miami, Florida, United States Amerantbank Full timeAmerantbank seeks a highly skilled and motivated individual to fill the role of Product Associate I. As a key member of the products team, you will play a critical part in supporting Investment Consultants and Relationship Managers in all aspects of certain investment products. This includes preparing high-quality presentations, guides, and customized...
-
Financial Performance Analyst
7 hours ago
Miami, Florida, United States Alivi Full timeJob DescriptionThis is a unique opportunity to join Alivi as a Financial Analyst, where you will be responsible for assessing the company's financial data to provide valuable insights and recommendations for decision-making. Your key objective will be to analyze financial trends, prepare reports, and create financial models to guide budgeting, investment,...
-
Short Term Rentals Expert
4 days ago
Miami, United States Fud Full timeAre you an experienced Short Term Rentals Expert? Do you have knowledge about Airbnb, HomeAway, and VBRO? Our community is currently looking for Experts like you! We want you to share your expertise and become part of the world's first social hustling community. Fud is where you can connect with proven and vetted experts who succeeded in various side...
-
Senior Property Investment Specialist
3 days ago
Miami, United States The Related Group Full timeKey ResponsibilitiesMaintain accurate models for assigned assets, incorporating new leases and adjusting market assumptions as needed.Collaborate with Property Management teams to ensure assets meet acquisition objectives, business plan elements, and investor goals.Develop action plans to improve under-performing assets and identify opportunities for...
-
miami, United States Hivest Capital Partners Full timeOur ambition: Help companies unlock their full potential by implementing innovative growth strategies and operational performance improvements. Thanks to its entrepreneurial team, Hivest Capital brings financial and operational support to its portfolio companies in order to build international leaders. We invest in companies with revenues ranging between...
-
Banking and Investment Manager
2 hours ago
Miami, United States Urbania Full timeUrbania is a premier real estate development company, committed to crafting innovative, sustainable, and high-quality living spaces. As we continue expanding our presence in both new and established markets, we are seeking a driven and experienced Fundraising and Capital Acquisition Lead to join our team.In this role, you will play a critical part in...
-
Site Performance Expert
3 days ago
Miami, United States Royal Caribbean Group Full timeBenefits and OpportunitiesRoyal Caribbean Group offers a comprehensive benefits package, including medical, dental, and vision insurance, retirement savings plans, and paid time off. We also offer excellent career development opportunities, training programs, and tuition reimbursement to help you advance your skills and career. In addition, our employees...
Investment Performance Expert
1 week ago
We are seeking an Investment Reporting Analyst who carries experience in Addepar for one of our Registered Investment Advisory clients. The ideal candidate should have experience and will be responsible for the following key tasks:
- Portfolio Management: Create portfolio and firm-level reports regarding assets held across diverse custodians and asset types.
- Create target allocations according to the client's risk and financial profile.
- Alternative Investments: Responsible for updating information on offline alternative investments and reconciling them.
- Assist with onboarding and maintenance of client portfolios and new accounts via the Addepar system.
- Act as a liaison between investment teams, advisors, and clients regarding reporting-related inquiries.
- Analyze financial data to produce insights and trends for clients/stakeholders.
Requirements
- Bachelor's degree in a related field such as Accounting, Finance, Economics, or Business.
- Proficiency in spreadsheet and database management with MS Excel.
- At least 2 years of relevant experience within investment analysis and reporting.
- Bilingual - English and Spanish.
- Addepar or Orion experience is preferred.
- Understanding of financial concepts.
About Ascendo Resources
Achieving excellence in investment advisory services requires a team of highly skilled professionals. Our clients expect us to deliver insightful reports that help them make informed decisions about their investments. As an Investment Reporting Analyst at Ascendo Resources, you will play a critical role in meeting these expectations by analyzing financial data and creating comprehensive reports.