Investment ociate

THIS JOB CAN BE FOUND ON OUR EXCLUSIVE JOB BOARD IT IS NOT A DIRECT ROLE AT AUGMENT JOBS.

Job Title: Investment ociate
Company: Augmentjobs
Industry: Investment Management / Financial Services
Salary Range: $90000 $130000
Experience Level: 3 to 5 years

Job Description:
Augmentjobs is seeking a motivated and detailoriented Investment ociate to join our dynamic team. The Investment ociate will be responsible for supporting the investment team in yzing market opportunities managing client portfolios and executing investment strategies. This role involves conducting financial ysis preparing investment reports and isting in the development of strategic investment plans. The ideal candidate will have a deep understanding of financial markets excellent quantitative ss and the ability to work in a fastpaced environment.

Key Responsibilities:

• Conduct detailed financial ysis of potential investments including valuation risk ysis and performance monitoring.

• ist in managing client portfolios by providing datadriven recommendations based on market trends and financial modeling.

• Prepare comprehensive investment reports and presentations for internal and external stakeholders.

• Collaborate with senior investment professionals to develop and execute investment strategies.

• Maintain uptodate knowledge of market conditions industry trends and economic factors affecting investments.

• Participate in client meetings providing support in portfolio discussions and responding to investmentrelated inquiries.

• Perform due diligence on potential investment opportunities including market research and company ysis.

• Support the team in monitoring portfolio performance and rebalancing portfolios as needed.

Education:

• Bachelors degree in Finance Economics Business Administration or a related field.

• CFA designation or progress toward CFA certification is preferred.

Experience:

• 3 to 5 years of experience in investment banking private equity et management or a related field.

• Strong background in financial modeling valuation techniques and investment ysis.

Ss:
Financial modeling investment ysis portfolio management risk ysis market research valuation techniques datadriven decision making ytical thinking strong communication teamwork quantitative ysis financial reporting client relationship management due diligence problemsolving strategic thinking.