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Collaborate with internal team and outside firms as we act as Outsourced Chief Investment Officer for other financial advisors. We additionally serve as a chief investment officer to other financial advisors and their clients in a sub advisory capacity.
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3-5 years current experience as an Investment Analyst; covering Private Equity deals. They are looking for someone with 3, 4 or 5 years of experience as an Investment Analyst with a focus on Alternative fund selection.
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Must be a Certified Public Accountant (CPA), Chartered Accountant (CA), Chartered Financial Analyst (CFA) or Chartered Alternative Investment Analyst (CAIA); Reviews the analysis and reconciliation of transactions related to the investment portfolio, dividends and interest, corporate actions, investor capital activity, and monthly financial Net Asset Value (NAV) calculations prepared by senior associates to calculate monthly Net Asset Values of the fund clients.
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Requirements: Requires a Master's degree (or foreign equivalent), in Computational Finance, Mathematics, Statistics or related quantitative field and 2 years of experience as a Quantitative Analyst, Quantitative Analysis Program Analyst, or related position involving quantitative modeling for financial services industry.
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Undergraduate bachelor’s degree in accounting and finance and with a Chartered Accountant qualification, Certified Public Accountant (“CPA”) license or Chartered Financial Analyst (“CFA”) qualification.
$155,700 - $233,600 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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The Certified Financial Planner focuses on assigned High Net Worth (HNW) and Ultra High Net Worth (UHNW) clients and works closely with internal portfolio managers. Certified Financial Planner (CFP.
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Equinox is seeking a dynamic and highly motivated Senior Analyst to join our Financial Planning & Analysis team. As Senior FP&A Analyst, you will work cross-functionally with business leaders to evaluate and drive financial performance as well as assisting with strategic projects to support various initiatives.
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BMO Capital Markets is a leading, full-service North American-domiciled financial services provider offering equity and debt underwriting, corporate lending and project financing, merger and acquisitions advisory services, securitization, treasury management, market risk management, debt and equity research, and institutional sales and trading.
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Vice President - Investment Banking - Insurance, Financial Institutions Group (FIG) As an Investment Banking Vice President in FIG Insurance you will develop strong relationships with clients as you work across the full spectrum of investment banking products including mergers & acquisitions, divestitures, restructurings, loans, and equity capital and debt capital raises.
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The ability and ambition to learn quickly as we prepare you to join a long/short equity investing team as an investment analyst. Point72 Academy 2024 Investment Analyst Program for Experienced Professionals.
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In Corporate Finance, a first-year, Financial Analyst may work on a variety of transactions that provide exposure to various investment banking services and client industries. Houlihan Lokey, Inc. (NYSE:HLI) is a global investment bank with expertise in mergers and acquisitions, capital markets, financial restructuring, and financial and valuation advisory.
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The Fixed Income Analyst works collaboratively with other analysts, traders, and portfolio managers to support the investment of our fixed income portfolios. Corporate Fixed Income Analyst—Investment ManagementThe Fixed Income Analyst is responsible for evaluating fixed income securities, making investment recommendations, and helping evaluate other proposed investments in a team context.
$150,000 - $175,000 a yearFull-timeExpandApply NowActive JobUpdated 1 month ago - UpvoteDownvoteShare Job
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The role requires a high level of experience in financial modelling analytics, with a preference for prior buy side / sell side equity analyst roles or investment banking experience.
$175,000 - $200,000 a yearExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Stantec Consulting Services, Inc., Transportation Planner (Multiple Positions), New York, NY. Report writing and other technical assignments, including performing transportation planning studies, traffic operations analyses, traffic impact studies, pedestrian studies, transit studies, speed studies, toll road feasibility studies, traffic signal timing analysis, crash analysis, and roadway safety audits.
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Legal and investment analysis of court filings, debt documents, financial projections, and preparation of investment memos and other related materials. Undergraduate degree and 1-4 years of sell-side, buy-side or leveraged finance or restructuring investment banking experience.
$100,000 - $165,000 a yearFull-timeExpandApply NowActive JobUpdated Today
financial planner investment analyst jobs in Woodside, NY
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