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Launched in 2017, Summit Ridge Energy is the nation’s leading commercial solar company. Summit Ridge Energy (“SRE”) is seeking a Senior Accountant. In the past six years, Summit Ridge Energy has deployed over $1.6B USD into clean energy assets.
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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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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 Senior Investment Operations & Performance Analyst will coordinate workflow and manage relationships between the investment team and internal and external entities including custodial bank, consultants, reporting and analytics vendors, and other stakeholders.
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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.
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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.
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IF YOU ARE INTERESTED IN APPLYING TO THIS POSITION, PLEASE APPLY DIRECTLY TO NAVY FEDERAL FINANCIAL SERVICES BY CLICKING THE FOLLOWING LINK - Investment Advisor - Navy Federal Careers (oraclecloud.com) ANY RESUMES RECEIVED THROUGH THE "APPLY NOW" BUTTON BELOW WILL NOT BE CONSIDERED.
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The following certifications are preferred: Chartered Financial Analyst (CFA), Certified Public Accountant (CPA), Chartered Alternative Investment Analyst (CAIA). Join the Texas Treasury Safekeeping Trust Company as an Investment Analyst.
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Assist the Portfolio Manager/Co-Chief Investment Officer with additional research, manager screening, reporting, etc. Working with Portfolio Manager/Co-Chief Investment Officer to research and respond to account related questions or issues.
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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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To provide diverse administrative support to Navy Federal Investment Services (NFIS) phone operations, digital chat, and Financial Advisors (FAs). To provide information regarding Navy Federal Investment Services (NFIS) products and services to clients/potential clients, third parties (e.g., merchants, financial institutions, etc.
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JOB TITLE: Investment Associate EMPLOYER: CAP Management LLC DEPARTMENT: Special Situations REPORTS TO: Portfolio Manager, Special Situations LOCATION : Onsite in Miami, FL (Brickell area) ABOUT THE COMPANY The CAP (www.
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Documentation: Complete documentation for investment subscriptions, custodian account opening, closure, and consolidation, regulatory matters, and know-your-customer and anti-money laundering inquires.
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The Senior Analyst will work closely with the investment, operations, compliance and risk teams to develop new reports, processes and analytics to support the investment decision making process at all levels as well as assist in implementation and integrations.
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The individual will provide credit opinions and recommendations on Investment Grade and High Yield securities to Portfolio Managers, the Head of Research, and the Chief Investment Officer.
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Title: investment analyst Company: Summit Ridge Energy
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