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The following certifications are preferred: Chartered Financial Analyst (CFA), Certified Public Accountant (CPA), Chartered Alternative Investment Analyst (CAIA). Work involves performing highly advanced (senior-level) fundamental investment research and analysis work across asset classes, including public and private fixed income, public and private equity, real assets, and various alternative investment strategies.
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We are searching for an Investment Analyst Trader IV. This role is responsible for executing purchases and sales of securities under the direction of a portfolio manager or trading manager. Conducts quantitative analysis of individual securities, industry segments, or other potential investment opportunities.
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Collects and analyzes financial information for assigned securities or sectors to assist in the development of investment strategies for one or more portfolios. Experience using fixed income analytical tools such as Bloomberg, YieldBook, FactSet or other similar products.
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Do you excel at delivering compliance and consulting services to individual clients and their trusts, estates, family offices, investment vehicles, charitable pursuits, and closely-held business concerns, while providing solutions to complex tax issues.
$63,420 - $126,620 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Support the RIM's detailed investment risk report analysis, to work closely with the Business Development and specialized departments including legal, technical, project finance, treasury, accounting & tax and project sales.
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SMArtX Advisory Solutions, a fast-growing Financial Services Technology company located in West Palm Beach, Florida, is hiring an Investment Analyst within the Manager Solutions team. The Investment Analyst would provide research coverage and support for asset managers using SMArtX as a distribution channel for their strategies.
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One year of full-time experience in investment accounting or investment operations. Prepares and/or oversees the preparation of investment reports including valuation reports, trading activity reports, performance reports, and other reports as needed.
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Do you possess a strong work ethic and a hunger to dive into the world of investment real estate? Please note that a Real Estate License is a requirement for all Investment Real Estate - Sales Agent positions.
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Our client is a commercial real estate investment company that primarily invests in acquisitions in Texas across a broad spectrum of asset types. Developing complex financial cashflow models using MS Excel and Argus covering all aspects of the capital stack (debt, mezzanine, equity, JV partnerships, etc.
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Join the Texas Treasury Safekeeping Trust Company as an Investment Analyst! One additional year of experience working in investment research, analysis, or consulting may substitute for each year (30 semester hours) of the required education with a maximum of 120 semester hours (four years.
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The Associate, Investment & Valuation will be a key member of our Investment & Valuation (I&V) team, bringing renewable energy projects forward for investment decisions at RWE Clean Energy (RWECE.
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In this role, you will manage a large program to deliver objectives for implementing an automated, integrated Investment Governance planning and performance monitoring experience, i.e., implementation of centralized product strategic planning and lifecycle management tool for Banking Solutions, and automation or enablement of processes to create investment performance reports, provide data analytics, and track OKR progress.
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Job Description: Join our dynamic team as an Investment Analyst, where you'll play a pivotal role in shaping the future of retirement investing. In addition to conducting investment manager due diligence and generating proposal reports, you'll also be responsible for maintaining and improving our proprietary statistical models.
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At least two years of full-time experience in investment research management or other investment operations work. Experience in an institutional investment organization that utilizes external investments (including alternative investments such as private equity, real estate, hedge funds, and co-investments.
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Assists in the development of a trading strategy meant to enhance profitability while reducing liquidity and interest rate risk. Headquartered in Austin, Texas, we provide funding and services to rural lending associations in five states, and we are active in the nation's capital markets.
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Title: investment Company: Morgan Stanley Co in Austin, TX
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