Associate, Investments Job Description

Associate, Investments Job Description

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Associate, investments provides financial modeling, financial analysis and support for special projects as determined by Sr Management and Global Finance partnerships.

Associate, Investments Duties & Responsibilities

To write an effective associate, investments job description, begin by listing detailed duties, responsibilities and expectations. We have included associate, investments job description templates that you can modify and use.

Sample responsibilities for this position include:

Job scope includes performing quantitative and qualitative due diligence investment analysis (e.g., financial modeling, benchmarking, risk analysis, ) on non-traditional investment products, preparing detailed product approval memos and recommendations, conducting meetings and conversations with fund managers to determine the investment merits and risk profile of an asset class
Providing training and mentorship to junior staff
Development and execution of business plans around each individual asset during and subsequent to acquisition
Overseeing and managing the shareholder relationships with investee companies, operating partners and co-investors
Active involvement and ownership of budgeting process at investee companies
Monitoring and maximizing the cash flow from the investments
Develop and respond to ad hoc analyses requested by senior management
Assisting with final closing post-transaction closing administrative tasks and hand-off of transaction to Pre-Stabilized group
Participating in meetings with syndicators and fostering a professional relationship among syndicator partners and industry colleagues
Manage custody, accounting and fund administrator relationships

Associate, Investments Qualifications

Qualifications for a job description may include education, certification, and experience.

Licensing or Certifications for Associate, Investments

List any licenses or certifications required by the position: CPA, MAR/SOX, CFA

Education for Associate, Investments

Typically a job would require a certain level of education.

Employers hiring for the associate, investments job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Master's Degree in Finance, Business, Accounting, Economics, Taxation, Real Estate, MBA, Mathematics, Business/Administration, Graduate

Skills for Associate, Investments

Desired skills for associate, investments include:

Corporate finance and valuation analysis
Financial modeling
Financial accounting
Argus
Argus and Excel financial modeling
Collateral management functions
Excellent analytical/modeling skills
External audit experience
Front-office trading and portfolio management
ISO27000

Desired experience for associate, investments includes:

To adapt to various personalities and conversation styles
Ability to manage aggressive workload and prioritize effectively and efficiently
Exceptional desire to exceed client expectations
Proactive personality with demonstrated ability to identify additional opportunities
Perform investment transaction bookings to accounting systems across the various products
Manage the cash flow activities for the Private Bank clients holding private investments

Associate, Investments Examples

1

Associate, Investments Job Description

Job Description Example
Our growing company is searching for experienced candidates for the position of associate, investments. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for associate, investments
  • Work with finance to ensure accurate reporting of flows and AUM data
  • Liaise with Geneva Middle Office to support the global book of business across multiple accounting platforms and multiple currencies
  • Provide support and education to the Investor community around the products
  • Making effective use of information systems and trading platforms
  • Undertake appropriate due diligence and analysis of counterparties’ financial performance relevant industry information for credit proposals
  • Analyzing and reporting on a portfolio of Multi-Investor Fund investments and underlying properties
  • Identifying performance issues for Fund Investments, recommending solutions to complex property performance problems and monitoring overall portfolio trends
  • Risk rating investments and Fund syndicators using quantitative and qualitative approaches to analysis and reporting results to senior management
  • Reviewing and analyzing appropriate action for investor related approvals
  • Coordinating syndicator annual meetings and interim calls
Qualifications for associate, investments
  • 1-3 years of experience in either advertising/public relations or financial services, preferred with a strong interest in marketing
  • General understanding of asset classes and mutual funds
  • Knowledge/experience in marketing and/or advertising, particularly digital and social media, a plus
  • Proficient in Microsoft Office programs including Word, PowerPoint and Excel
  • MBA or similar advanced business degree (finance, economics, ) preferred
  • Experience with financial product taxation issues preferred, but not required (e.g., taxation of futures, forwards, swaps, aggregate tax allocations)
2

Associate, Investments Job Description

Job Description Example
Our growing company is searching for experienced candidates for the position of associate, investments. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for associate, investments
  • Liaise with New Business team to ensure Asset Management is represented on all new business initiatives
  • Help define, execute, and oversee BAI’s strategic initiatives in APAC, working closely with investment colleagues across BAI groups
  • Conduct financial, organization and operational analysis on focus businesses, presenting findings to management and, as necessary, aid in the execution of restructuring and strategic efforts
  • Coordinate and assist in the preparation of the LOB Control Committee (CC) meetings and participate in other appropriate management committees/forums
  • Responsible for reviewing and working department reconciliation reports to completion
  • Drive production of quarterly/monthly product profitability reporting and analysis for the business
  • Support the corporate competitor intelligence reporting and analysis activities
  • Support strategy and corporate development activities including potential mergers & acquisitions
  • Provide analytical support for the business, as needed, pertaining to the evaluation of new product launches and related initiatives
  • Develop financial models to determine financial return profile of investments, appropriate entry valuation and structure of equity investment
Qualifications for associate, investments
  • Advanced Excel, PowerPoint, and Word skill basic Access
  • 2-4 years of comparable industry experience, investment management, investment banking, management consulting
  • Previous experience in Compliance, Internal/External Audit or other control function desired
  • Basic knowledge of securities markets, businesses and products offered by major financial institutions, basic working knowledge of securities and exchange rules and regulations desired
  • Self-starter mentality with a hands-on “roll up the sleeves” approach, work independently
  • High school diploma or equivalent plus 2 years of work-related experience or college experience
3

Associate, Investments Job Description

Job Description Example
Our company is looking to fill the role of associate, investments. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for associate, investments
  • Schedule and meet with new developers to discuss future opportunities
  • Prepare and implement an origination strategy, provide updates to management on efforts
  • The Associate Director will be expected to make sound investment recommendations and present the investment to the real estate investment committee for approval
  • Researching and evaluating market data, which may require travel to review comparables in market and
  • Performing site visits on project and site visits on developer’s existing projects (travel is expected to be up to 35% of time)
  • Collecting and reviewing project-specific documentation and working with internal and external counsel to achieve a timely close
  • Update Pipeline report using Salesforce
  • Work with and provide information as needed to AEGON Distribution group and respond to investor questions as necessary
  • Assist in the closing of new business, including the coordination of client requirements, processing of due diligence information, and the review of legal documents
  • Work with placement agents and industry referral sources to identify investors, structure funds, and negotiate new investment opportunities
Qualifications for associate, investments
  • You may also have a solid technical education (e.g., BA/ MS Computer Science or Engineering) but it is not required
  • You should be humble and highly collaborative by nature while possessing well-developed communication and interpersonal skills
  • Candidates should possess two or more years of investment banking, private equity, or venture capital experience
  • Ideal candidates will have prior media, telecommunications, or technology experience, strong technical analytic skills, experience working with complex financial models (including company valuation models), and first rate strategic thinking, writing and presentation skills
  • Minimum of 3 - 5 years of experience in leveraged finance
  • Experience in credit investing preferred
4

Associate, Investments Job Description

Job Description Example
Our growing company is looking for an associate, investments. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for associate, investments
  • Identify the core benefits and risks of proposed investment opportunities and make a recommendation
  • Comply with all corporate policies, including marketing and compliance
  • Maintain strong investor relationships via continued calling efforts and attendance at industry events
  • Provide regular updates to management regarding current business activities preliminary and prospective opportunities
  • Within the appropriate regulatory framework, work with various AURA teams to determine the most effective way to present our story to the marketplace
  • Complete written research utilized by our clients to support investment decisions
  • Manages the origination, structuring, and closing of real estate equity and debt transactions in assigned territories to meet client investment objectives
  • Assesses risk and evaluates relative value of proposed investments within Originations Team and across the entire Real Estate Department
  • Helping design an analytical framework which will help form an opinion about relative valuation across asset classes
  • Demonstrated collaborative successful experiences in a team environment
Qualifications for associate, investments
  • Legal training and alternative investments experience preferred
  • In-depth knowledge of Asset Management products and services to recommend and cross-sell products and services
  • The ideal candidate should be highly motivated and organized
  • Knowledge of Excel, Word, and PowerPoint programs is a plus
  • In-depth knowledge of Asset Management products and services
  • 4-7 years of quantitative fixed income analytics or related investment experience
5

Associate, Investments Job Description

Job Description Example
Our company is searching for experienced candidates for the position of associate, investments. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for associate, investments
  • Work closely with the Investment Consultants to develop and execute an appropriate business plan to maximize territorial sales
  • Provide investment risk coverage for third party hedge fund managers and third party private equity managers including specialized solutions and separately managed accounts utilizing these managers
  • Analyze and prepare regular review of risk and performance reports vs
  • Perform supporting analysis to assess risks in alternative investments funds and solutions in response to market events, emergent risks or portfolio performance
  • Own data gathering and analysis
  • Develop subject matter expertise related to functional domains and market infrastructure providers
  • Understand and construct business process flows, technology and infrastructure related to functional domains
  • Process the receipt of Alternative Investment transfer paperwork from branches, correspondent firms, New York Settlements Team and/or other broker-dealers
  • Processing the delivery of Alternative Investment Transfers to the New York Settlements Team
  • Ensuring all items in the Alternative Investment legal box location are booked and accounted for
Qualifications for associate, investments
  • Investment product experience around Mutual Funds/SMA’s or ETF highly preferred
  • Client service and/or operational experience
  • Experience with trading operations and/or systems
  • Experience with Accounting Platforms
  • Track record of sourcing and execution is a must
  • Thorough knowledge of quantitative data analysis

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