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Job Title: Investment Banking Analyst, Healthcare Services and Technology. Participate in client transactions, projects, or assignments as an Investment Banking Analyst. The Investment Banking Analyst will be a key member of an experienced team of investment bankers focused on healthcare companies.
$110,000 - $125,000 a yearFull-timeExpandApply NowActive JobUpdated 4 days ago - UpvoteDownvoteShare Job
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The Senior Investment Analyst will support Liberty University's Chief Investment Officer and the senior investment team in the management of Liberty's endowment assets. As part of a small investment team, the Sr. analyst will have the exposure to develop generalist skills for the overall endowment and develop expertise in alternative assets (i.e., private equity, private credit, real assets) over time, working closely with investment directors in researching, sourcing, manager due diligence, portfolio monitoring activities to meet endowment's investment objectives.
Full-timeExpandApply NowActive JobUpdated 3 days ago - UpvoteDownvoteShare Job
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The Senior Investment Analyst reports to and is supervised by the Chief Investment Officer. In addition to proactive investment research, the Senior Investment Analyst contributes to investment strategy, ongoing fund and portfolio management, and reporting/communication with stakeholders.
ExpandApply NowActive JobUpdated 15 days ago - UpvoteDownvoteShare Job
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The Analyst will report to the Chief Investment Officer but will work under the close supervision of other senior investment team members as an integral part of the small generalist investment team, assisting with all functions (investment and operations) pertaining to the management of the portfolio.
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The Investment Analyst will assist in enhancing and maintaining the Investment Offices models and analytical tools used to monitor portfolio performance, exposures, cash flow and liquidity.
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This role is structured as a three-year commitment with the potential for promotion to a Senior Investment Analyst and/or Investment Associate, depending upon your demonstrated success, career objectives, and needs of the IMD. Additionally, our team embraces flexibility and enjoys the new approach to hybrid work.
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Progress toward Chartered Financial Analyst (CFA), Chartered Alternative Investment Analyst (CAIA), or other related designations is preferred. Contributes to ongoing process improvements for investment decisions, analyst workflow, strategy modeling, etc.
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Minimum of three to five years of experience as an analyst with a top investment firm, investment bank, global commodity trading firm, institutional metals and mining investment manager or similar organization, which might include experience in private equity, leveraged finance, merchant banking, buy-side M&A and/or principal investing experience.
Full-timeExpandApply NowActive JobUpdated 1 month ago - UpvoteDownvoteShare Job
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Professional certification such as a Chartered Financial Analyst (CFA) or Chartered Alternative Investment Analyst (CAIA) is preferred. Based in Irvine California, under the direction of the Chief Investment Officer (CIO), the Director, Investment Strategies is responsible for broad asset class investments including developing and recommending investment structure and policy, monitoring managers, and implementing Investment Board approved plans on a risk-relative basis to attain portfolio-optimization.
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Willingness to study towards obtaining investment qualification (i.e., CFA, CAIA, FSA, FRM, CIPM) with a preference for obtaining the Investment Foundations from CFA Institute within two years.
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Investment Analyst Internship - Fall 2024 through Spring 2025. Responsibilities will include quantitative and qualitative research and analysis related to investment managers, asset classes, portfolio management, asset allocation, risk management, and investment operations.
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Chartered Financial Analyst (CFA), Certified Alternative Investment Analyst (CAIA), Certified Financial Planner (CFP), Certified Management Accountant (CMA), or Certified Internal Auditor (CIA) designation.
ExpandApply NowActive JobUpdated 9 days ago - UpvoteDownvoteShare Job
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Certification as a Chartered Financial Analyst (CFA), Certified Public Accountant (CPA), or Chartered Alternative Investments Analyst (CAIA), significant progress toward obtaining such certification, or willingness to immediately begin study.
Full-timeExpandUpdated 11 days ago - UpvoteDownvoteShare Job
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Attainment of one or more of the following:Chartered Financial Analyst (CFA)Chartered Alternative Investment Analyst (CAIA)Certified Public Accountant (CPA)Real Estate Broker licenseCertified Employee Benefit Specialist (CEBS)Certified Financial Planner (CFP.
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The Investment Analyst will report to a Vice President or Principal on the Investment Team and take on an integral role in helping to manage and contribute to Octagon's investment activity.
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