Investment Finance Job Description

Investment Finance Job Description

156 votes for Investment Finance
Investment finance provides thought leadership and vision to the finance team in the development of business intelligence and financial planning tools and processes.

Investment Finance Duties & Responsibilities

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

Sample responsibilities for this position include:

Understand clients’ goals and recommend investment solutions aligned to them Remain knowledgeable on Merrill Lynch investment platforms & product offerings
Provide financial analysis to support the pitching process across the group and to ensure that pricing decisions are supported with appropriate financial information
Take a macro-economic view of pricing proposals by considering peer group data trends, external market data and economic indicators within a client’s regional footprint
Propose annual rate increases for discussion with the partners
Maintain key client rates database and perform an audit of key client rates in conjunction with Revenue Team Lead
Oversee and monitor the effectiveness of client billing and collection processes and initiate improvements to enhance the quality of service
Meet with key clients as required
Manage and monitor the region’s client revenue and net investment balances (WIP and Debts), report regularly on positions and escalate increasing client exposures
Send weekly billing and net investment report to partners with concise narrative
Review billing write offs and ensure any material amounts are brought to the attention of the CFO

Investment Finance Qualifications

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

Licensing or Certifications for Investment Finance

List any licenses or certifications required by the position: CPA, LPA, PMP, JD, MBA, III, CFA, CIPM, CMA

Education for Investment Finance

Typically a job would require a certain level of education.

Employers hiring for the investment finance job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and University Degree in Finance, Accounting, Economics, Business, Real Estate, MBA, Business/Administration, Engineering, Communication, Education

Skills for Investment Finance

Desired skills for investment finance include:

Argus Enterprise
Basic MS Office
Business Objects and Hyperion Essbase
Corporate finance and investment evaluation
General corporate processes
Proprietary software systems
Financial planning wealth management tools
Firm’s latest planning tools
Local development and local public finance

Desired experience for investment finance includes:

Experience with interacting at the Executive level
Establish good working relationships with external clients to facilitate the resolution of any issues that may arise
Pre-empt client queries by applying knowledge from prior engagement – identify potential risks and mitigate
Manage SSC relationship with Revenue, Credit Control and e-billing departments
Analyze current billing and profitability information and other items of a complex nature for reporting and problem-solving including calculating PPP analysis of individual matters
Prepare draft budgets for matter partners for review prior to accepting new engagements

Investment Finance Examples


Investment Finance Job Description

Job Description Example
Our innovative and growing company is looking to fill the role of investment finance. 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 investment finance
  • Assist in originating ABFG transactions that fit credit criteria of the group
  • Evaluate potential transactions to determine quality of lending opportunities and appropriate transaction structure to maximize return on investment
  • Quarterly and year-end tax reporting to investors
  • Tax transaction analysis
  • May work with derivative usage and hedging impacts on investment income
  • Provide ad-hoc analysis to senior management and corporate real estate partners
  • Oversee external accounting firms and control of reporting processes
  • Monitor adherence with other local reporting obligations
  • Manage the takedown of new investments and develop processes with third parties to ensure timely receipt of accurate information for our own needs
  • Be able to critically analyse the results of investment entities and be able to confidently present to senior management
Qualifications for investment finance
  • Structured settlements
  • Residential mortgage finance
  • Experience negotiating documentation with clients, other banks and institutional investors, and others (including rating agencies)
  • Strong credit skills, including formal credit training
  • Strong analytical and modeling skills, including proficiency with Intex and other Securitization/structured finance modelling
  • Able to work in team environment, able to deal with complexity and with multiple teams and deals at same time

Investment Finance Job Description

Job Description Example
Our growing company is hiring for an investment finance. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for investment finance
  • Participates in various projects as assigned by management
  • Participates in the W&SFG Enterprise-wide internship program
  • Work across Global Consumer to validate investment ideas and form an opinion/recommendation on whether to fund using financial metrics and strategic business insights
  • Collaborate with team members to implement a global investment management platform
  • Oversee the overall strategic investment outlook for CPS by providing thought leadership on the Investment Optimization process
  • Serve as the source of record for all Strategic Investment requests and ensure that teams in Finance and Business leverage the same set of consistent and accurate data
  • Support strategic business analysis across the organization aimed at providing decision support to GCSG’s leadership
  • Build and maintain relationships with key business partners to deliver results
  • Ability to articulate decisions clearly and gain buy-in from stakeholders across the business
  • Responsible to drive focus and initiatives on marketing ROI analysis - analysing data from markets, strategic procurement, interacting with relevant operations and marketing teams
Qualifications for investment finance
  • Understanding of securitization/BASEL regulatory capital rules a plus
  • Background and/or strong interest in investment performance matters
  • Understanding of fixed income products and strategies
  • Interest in learning about investment management and the various investment strategies managed by GSAM
  • Professional designation such as the CFA or CIPM is a plus, but not required
  • Ability to model complex financial cases

Investment Finance Job Description

Job Description Example
Our company is growing rapidly and is searching for experienced candidates for the position of investment finance. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for investment finance
  • The weekly transmission of Bacs payables including payroll, which is sent monthly
  • Ensuring the correct authorisation process has been adhered to, before proposing the disbursement, challenging and updating matrices, where appropriate
  • Producing monthly analysis and adhoc reports for senior management
  • Communicating on a daily basis with our outsource partners to ensure an open communication channel to provide guidance and guarantee a strong healthy working relationship
  • Create and monitor controls and procedures for accounting and operations processes
  • Ensure accurate, complete and timely monthly, quarterly and annual reporting
  • Assist in the documentation and review of accounting and operational processes
  • Coordinate daily operational processes including cash management, loan funding, reconciliations, trade and settlement activities
  • Ensure the accuracy and completeness of the recording of investment transactions to system of record
  • Special project work relating to new investment initiatives or accounting policy changes
Qualifications for investment finance
  • Strong academic record with minimum Master’s degree in Accounting, Finance or a related discipline
  • Must have skills and experience to work at Executive Director level within Investment Banks
  • Significant accounting experience within Investment Banks
  • Experience of working with private equity and hedge funds
  • Must be a proficient user of Microsoft Office applications
  • Experience of working in audit engagements

Investment Finance Job Description

Job Description Example
Our company is growing rapidly and is looking for an investment finance. 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 investment finance
  • Continually identify and implement improvements in investment operations and reporting processes
  • Research current and prospective client companies, comparable companies and transactions, and industries
  • Compile and prepare appropriate marketing materials, conduct the necessary analysis, and incorporate the assembled information into client proposals
  • Support analytical projects to optimize investment strategy and ensure long-term organizational goals are achieved
  • Provide IO inputs for Revenue Committee, Operating Committee, Board, KIC and other senior level presentations
  • Ensure governance and reporting of all AXP investments and drive insights into AXP’s investment strategy
  • Manage the analysis and coordination of unfunded investment opportunities
  • Lead the detailed investment forecast and R&O processes
  • Support the annual financial target setting process for all BU’s
  • Maintain and ensure data integrity within the team’s TM1 database and give ideas for enhancement under the Finance Forward Transformation
Qualifications for investment finance
  • Ability to demonstrate technical accounting knowledge in current area of expertise
  • Proactive in identifying risks and proposing creative solution
  • Must be a strong team player who is keen to work as part of a very diverse group
  • Basic excel and MS office skills essential
  • Strong academic record with minimum Bachelor’s degree in Accounting, Finance or a related discipline required
  • Must have significant accounting experience within investment banks

Investment Finance Job Description

Job Description Example
Our company is looking to fill the role of investment finance. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for investment finance
  • Strategy Planning and Budgets and Forecasting
  • Commercial - Manage and support the cross-function communication
  • Corporate, Governance and Risk Management
  • Systems and Procedures, Projects
  • Leading the onboarding of new transactions, including investment structuring and coordination of closing activities such as funding, legal entity setups and internal approvals as required
  • Reviewing system setup of new investments, working externally with investment partners/asset managers to communicate requirements and internally with various groups to ensure accurate reflection of investment structures for ongoing investment and legal entity-related reporting
  • Overseeing the Manager, Investment Accounting to meet quarterly and annual reporting deadlines, including interactions with external auditors on investment-related questions
  • Managing a high performing team across deal structuring and investment accounting activities
  • Leading and/or significantly contributing to Investment Finance initiatives and projects related to processes, reporting and implementing new mandates
  • Developing and enhancing internal controls and processes while streamlining, automating and proactively identifying opportunities for enhancements of existing processes
Qualifications for investment finance
  • Strong analytical skills – both qualitative (credit analysis) and quantitative (bond pricing) Analysts are expected to have the ability to develop and present credit views in a clear and concise manner across a diverse set of clients and sectors
  • Strong knowledge of large scale capital projects, ideally within construction, infrastructure or transportation industries would be an advantage
  • Experience in Investment Appraisal activities of infrastructure projects (CAPEX side)
  • Ability to appropriately challenge and influence stakeholders
  • Creative thinking around saving money
  • Desirable - Business partnering experience

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