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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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Ability to effectively communicate both orally and in writing to investment managers, internal staff, investment consultants, and third-party vendors. Assist in the calculation and maintenance of sub-adviser and third-party mutual fund rankings within proprietary ranking systems.
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Work hand-in-hand with our third-party investment consults / fund family managers to assist in fund selection efforts for both individual high-net-worth portfolios as well as model portfolios.
$65,000 - $95,000 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Support an investment team with asset management and reporting processes for investments by maintaining underwriting models, reviewing third-party financial reports, and creating internal analyses/valuations.
$75,000 - $90,000 a yearFull-timeExpandApply NowActive JobUpdated 2 days ago - UpvoteDownvoteShare Job
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This includes all aspects of monitoring the investment portfolios managed by HalseyPoint, including interacting with third-party service providers to settle trades, monitoring daily cash, reconciling accounts, checking trade allocations for accuracy, researching errors, and assisting with other tasks related to HalseyPoint's investment operations.
ExpandApply NowActive JobUpdated 14 days ago - UpvoteDownvoteShare Job
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The Operations Analyst will work alongside the Director of Operations in managing the day-to-day investment operations at HalseyPoint. The Operations Analyst will be part of a small internal team supporting and directly impacting the investment decision-making process at HalseyPoint.
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Research, review, and analyze market data and third-party reports. As a Sr. Real Estate Investment Analyst, you will play a crucial role throughout the lifecycle of a real estate investment and can expect to be staffed on several deals at once.
Full-timeExpandApply NowActive JobUpdated 30 days ago - UpvoteDownvoteShare Job
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Work with third-party TCA vendor and asset managers to assess equity trading costs for Best Execution and Soft Dollar oversight. HYBRID - Investment Operations Analyst (Mutual Funds and ETFs.
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Experience with financial modeling and corporate valuations, and an understanding of third-party due diligence. PALAZZO is seeking to immediately hire an investment banking analyst.
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We aim to foster and cultivate our relationships to sell and administer annuity products through third-party independent marketing organizations (IMOs). · Ensure assets are receiving cash flow as expected, working with 3rd party loan administrator.
$120,000 - $140,000 a yearFull-timeExpandApply NowActive JobUpdated 1 month ago - UpvoteDownvoteShare Job
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As an Investment Database Management Analyst, you will provide quantitative and qualitative firm, portfolio, and investment product data to investment consultants and third-party data platforms.
ExpandApply NowActive JobUpdated 15 days ago - UpvoteDownvoteShare Job
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Work with our third-party TCA vendor and our asset managers to assess equity trading costs for Best Execution and Soft Dollar oversight. Roth Staffing is looking for a Investment Operations Analyst (Mutual Funds and ETF's) for the client (life insurance company.
$50 - $53.57 an hourExpandApply NowActive JobUpdated 1 month ago - UpvoteDownvoteShare Job
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With 11 autonomous Investment Franchises and a Solutions Platform, Victory Capital offers a wide array of investment products, including mutual funds, ETFs, separately managed accounts, alternative investments, third-party ETF model strategies, collective investment trusts, private funds, and a 529 Education Savings Plan.
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The position requires close interaction with portfolio managers, traders, legal, compliance, investment services, third party trustees, underwriters and Fidelity’s Investment Operations teams.
$71,000 - $112,000 a yearFull-timeExpandApply NowActive JobUpdated 1 month ago - UpvoteDownvoteShare Job
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The position may also have various involvement with vendors and custodians, 15-C analyses, and other investment or operational oriented projects as we continue to change and innovate as a group.
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third party jobs Title: analyst investment in Parkville, Maryland
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