Investment ociate

Job Title: Investment Associate

Job Overview:
We are seeking an experienced and dynamic Investment Associate to join our team. The ideal candidate will be responsible for supporting senior investment professionals in managing client portfolios conducting financial analysis and identifying potential investment opportunities. This role offers an exciting opportunity for career growth in the investment industry working closely with top industry professionals.

Responsibilities:

• Assist in managing investment portfolios and client accounts
• Conduct financial analysis and due diligence on potential investments
• Prepare investment reports and presentations for senior management and clients
• Monitor market trends economic conditions and industry developments
• Collaborate with senior investment professionals to develop investment strategies
• Support the of investment transactions including buy/sell decisions
• Maintain detailed records of all investment activities and client interactions
• Assist in client relationship management addressing inquiries and providing updates
• Participate in investment committee meetings and contribute insights

Qualifications:

• Bachelors degree in Finance Economics Business or a related field
• 2 years of experience in investment banking private equity or asset management
• Strong understanding of financial modeling valuation techniques and market analysis
• Proficiency in Microsoft Excel financial software and Bloomberg/Reuters terminal
• Excellent analytical problemsolving and communication skills
• Ability to work under pressure and manage multiple projects simultaneously
• CFA designation or progress toward CFA certification is a plus
• High attention to detail and strong organizational skills

Compensation:

• Competitive salary based on experience ($75000 $90000 per year)
• Performancebased bonuses
• Comprehensive health and wellness benefits
• 401(k) plan with company match
• Paid vacation and personal time