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The Senior Analyst - Investment Operations - Private Equity, Real Estate, Hedge Funds is responsible for providing middle office and back-office support for private equity and real estate holdings and other externally managed fund investments, including investment and portfolio level accounting and operational support, oversight of third-party service providers, and serving as an escalation point for data stewardship.
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Leerink Partners is a leading investment bank providing a complete suite of financial solutions comprising M&A advisory, equity, debt, and derivative capital markets, equity research, and sales and trading capabilities.
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Founded in 1971 , Marcus & Millichap (NYSE: MMI) is a leading commercial real estate brokerage firm focusing exclusively on investment sales, financing, research, and advisory services, with nearly 2,000 investment sales and financing professionals in 80+ offices throughout the United States and Canada.
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Provide support, as needed, to the Retirement Business (Product Strategy, DC Investment Strategy, Independent Fiduciary, Public Policy, & Participant Engagement teams), which includes providing backup support to the Defined Contribution sales process.
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5+ years of field sales experience within mutual funds and/or ETF sales required as either a senior internal wholesaler, hybrid wholesaler or external wholesaler. Possess in-depth understanding of the ETF and investment products industry, financial concepts, product knowledge, investment management, and client-service strategies.
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Our products include debt and equity financing, mergers & acquisitions, corporate banking, institutional equity sales, trading and research, fixed income products, derivatives, energy, foreign exchange and precious & metals.
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CIM seeks a seasoned investment executive who can join our team in leading the firm’s investment activities in the US. The head of US Portfolio Strategy will report to the Managing Partner / Chief Investment Officer and be based in CIM’s San Francisco headquarters.
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As leaders in commercial brokerage, we are continuing to build our Investment Sales team across multiple product types: Multifamily, Retail, Net-Leased, Office, Industrial, Hospitality, Self-Storage, etc.
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W&D’s dedicated Affordable experts are committed to addressing the affordable housing crisis in the U.S. and is comprised of capital advisory, investment sales (dedicated to Affordable), debt financing, LIHTC equity, and preservation.
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Alternative Investments, Business Development, Capital Markets, Client Relationship Management, Consultative Communication, Data-Based Decision Making, Nuveen Products/Services Acumen, Practice Management Strategy, Sales Process Management.
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Perkins Coie is seeking a qualified, dynamic individual to take on the role of the Investment Officer (IO) supporting the Investment team (the Chief Investment Officer (CIO) and Senior Investment Officers (SIOs) of Perkins Coie Trust Company) in all aspects of investment management and compliance including trade execution, investment research and analysis, performance measurement, investment compliance and client reporting.
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Founded in 1971 , Marcus & Millichap (NYSE: MMI) is a leading commercial real estate brokerage firm focusing exclusively on investment sales, financing, research, and advisory services, with nearly 1,700 investment sales and financing professionals in 80+ offices throughout the United States and Canada.
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Investment Advisor - Navy Federal Careers (oraclecloud.com) Recommend appropriate mixture(s) of insurance/investment products and services to achieve the financial client’s goals as a registered representative/advisor/agent of Navy Federal Investment Services (NFIS) and subsidiaries, or incumbent financial firms.
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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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Certification: Industry certification such as Chartered Financial Analyst (CFA) certification and or Chartered Alternative Investment Analyst (CAIA) is preferred. Manages and delivers an ongoing expertise in historical and forward-looking capital market and macroeconomic factors, asset/liability management objectives, and total return/source of return preferences to support refining strategic and tactical asset allocations in alignment with investment objectives and policies, while considering the unique regulatory, accounting, and tax landscapes.
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investment sales jobs Company: Orrick
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