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equity research associate Jobs in New York

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analyst (accounting operations), columbia investment management company Jobs in New York

investment analyst

Harbor Group International

<div>
 <p>
  <strong>
   Investment Management Analyst
  </strong>
 </p>
 <p>
  <strong>
   Position:
  </strong>
  Investment Management Analyst
 </p>
 <p>
  <strong>
   Location:
  </strong>
  New York, NY
 </p>
 <p>
  <br/>
 </p>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   JOB SUMMARY:
  </strong>
 </p>
 <p>
  HGI is seeking an Analyst to join our Investment Management team. The Analyst will play a pivotal role in analyzing, monitoring, and reporting on all aspects of an investment. The Analyst will perform investment management duties consisting of performance analysis, direct equity and credit investment valuation, investor reporting, investment model review, distributions, waterfall calculations, and other special projects. The team also focuses on communicating the company&rsquo;s products, platform, competitive advantages, business model, and financial results to internal and external audiences, including HGI executives, auditors, and investors. The Analyst will work closely with the firm&rsquo;s senior members and executives. The role is onsite, based in New York City.
 </p>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   RESPONSIBILITIES:
  </strong>
 </p>
 <ul>
  <li>
   Review investment and fund performance, including financial modeling, pro forma cash flow, and analysis of market landscapes.
  </li>
  <li>
   Work with transactions team to evaluate the risk/return and potential fit of new investments.
  </li>
  <li>
   Contribute to quarterly distribution processes by aggregating financial data, analyzing performance, reviewing projections, and performing waterfall calculations.
  </li>
  <li>
   Assist in the valuation processes of investments within the portfolio
  </li>
  <li>
   Assist with the evaluation of new opportunities across property sectors and capital structures.
  </li>
  <li>
   Prepare detailed quarterly asset and fund performance reports, as well as custom investor reporting.
  </li>
  <li>
   Compile portfolio data for marketing materials such as due diligence requests and pitchbooks.
  </li>
  <li>
   Complete special projects and other related responsibilities.
  </li>
  <li>
   Communicate with third parties directly including investors, lenders, and auditors.
  </li>
  <li>
   Coordinate with all verticals of a private equity real estate firm, including Transactions, Asset Management, Accounting and Finance, Legal and Compliance, and Investor Relations.
  </li>
 </ul>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   QUALIFICATIONS:
  </strong>
 </p>
 <ul>
  <li>
   Bachelor&rsquo;s degree in finance, real estate, or a similar field; or equivalent work experience.
  </li>
  <li>
   At least one year of relevant experience in commercial real estate private equity, private equity, accounting or financial services.
  </li>
  <li>
   Proficient understanding of underwriting, deal structure, waterfalls, and private equity real estate fundamentals.
  </li>
  <li>
   Ability to work independently and collaboratively in a multidisciplinary team.
  </li>
  <li>
   Strong knowledge of Microsoft Excel, Word, PowerPoint and other similar platforms.
  </li>
  <li>
   Excellent attention to detail, analytical skills, and ability to prioritize projects.
  </li>
  <li>
   Exceptional interpersonal &amp; communication skills, both verbal and written.
  </li>
 </ul>
 <p>
  #LI-TB1
 </p>
</div>


Investment Management Analyst

Bessemer Trust

<div><p><b>Position Summary</b></p>
<p>
The primary focus of the Investment Operations Analyst is to analyze processes, identify opportunities for improvement, and help implement operational efficiencies across the Investment Department. The candidate should possess a strong understanding of the wealth management industry.</p>
<p><b>
Key responsibilities and objectives:</b></p>
<ul><li>Analyze, research, and remain current on the processes within the Investment Department and help generate and implement solutions to improve efficiency</li></ul>
<ul><li>Work with a multi-disciplinary team to help design and implement a new or enhanced order management and execution management system</li></ul>
<ul><li>Assist with general investment platform projects</li></ul>
<ul><li>Enhance and produce Investment Department management reports</li></ul>
<ul><li>Inventory internal reports, alerts and other systematic communication that are sent</li></ul>
<ul><li>Work with team to create and improve tools and processes utilized by client advisors for making asset allocation and investment decisions pertaining to client portfolios</li></ul>
<ul><li>Help team to answer questions from client advisors pertaining to specific securities, asset classes, portfolios, or economic issues</li></ul>
<ul><li>Special projects, as needed</li></ul>
<p><b>Requirements</b></p>
<ul>
<li>Bachelor's degree, 6-10+ years in finance or a related field</li>
<li>Excellent quantitative, verbal, and written communication skills</li>
<li>Excellent capabilities in Microsoft Word, Excel, and PowerPoint</li>
<li>Familiarity with OMS/EMS systems such as Longview and Charles River as well as financial software such as Bloomberg and / or FactSet</li>
<li>Ability to multi-task and work in a team-oriented environment</li>
<li>Excellent interpersonal skills</li>
<li>Collaborative, highly energetic, proactive, positive, and flexible in the face of internal and external challenges</li>
<li>Graduate degree and/or CFA designation a plus</li>
</ul>
<p><i>Securities licenses will not generally be obtained or maintained unless deemed by Bessemer Trust to be required in order for you to perform the responsibilities of this position.
</i></p><p></p><p>The base salary range for this position is $125,000 - $150,000 per year. This range reflects the minimum and maximum base salary we reasonably expect to pay for this role. In addition, this position may be eligible to participate in the relevant business unit's incentive compensation plan, and other compensation programs as applicable. Eligible employees may participate in a 401(k) program with a generous profit-sharing contribution, medical, prescription dental, and vision coverage; life insurance; disability coverage; paid holidays; vacation; and sick time, subject to plan terms and Company policies.</p>
<p>
</p><p><b>About Bessemer Trust</b></p>
<p>
Bessemer Trust is a family office, overseeing more than $250 billion in assets for 3,000 individuals and families of substantial wealth. Its more than 1,300 employees are singularly focused on private wealth management &mdash; disciplined investment management, sophisticated wealth planning, comprehensive family office services, and highly personalized client service.</p>
<p>
</p><p>Established in 1907 as the family office for Annie and Henry Phipps, Bessemer Trust is in its seventh generation of ownership by the Phipps family. As a self-made entrepreneur, Henry Phipps was a founding partner and chief financial officer of Carnegie Steel.</p>
<p>
</p><p>Bessemer Trust retains its original focus as a privately owned and independent wealth manager deeply committed to its mission of providing peace of mind to its clients. Bessemer's adherence to putting clients' interests first, fiduciary mindset, and highly collaborative culture are at the heart of everything the firm does.</p>
<p>
</p><p><b>Key Facts:</b></p>
<ul>
<li>For 119 years, Bessemer Trust has operated continuously in a single line of business, independently owned by one family.</li>
<li>Headquartered in New York's Rockefeller Center, Bessemer Trust has 22 offices in total. Woodbridge, NJ, is one of the firm's largest offices, which hosts a wide range of technology and operations professionals. In addition to its sizable presence in New York and Woodbridge, the firm provides client service through offices in Atlanta, Boston, Chicago, Dallas, Delaware, Denver, Garden City, Grand Cayman, Greenwich, Houston, Los Angeles, Miami, Naples, Nevada, Palm Beach, San Diego, San Francisco, Seattle, Stuart, and Washington, D.C.</li>
<li>To watch a video about Bessemer Trust's history, click here.</li>
<li>To learn more about Bessemer Trust, click here.</li>
</ul>
<p><b>About Our Employee Rewards and Benefits:</b></p>
<p>
We provide exceptional rewards and benefits that are among the best in the industry, giving our people access to a wide range of options, including:</p>
<ul>
<li>Competitive base salary plus discretionary annual bonus for select positions</li>
<li>A 401(k) plan with a generous annual profit-sharing contribution</li>
<li>Personalized development and career opportunities, including tuition reimbursement support</li>
<li>Comprehensive medical, dental, and vision plans with zero contributions for employee coverage</li>
<li>Employee assistance (EAP) and wellness programs</li>
<li>Hybrid work environment: 60% in office, 40% remote for most positions</li>
<li>Paid time off and paid parental leave</li>
<li>Employer-paid life insurance and short- and long-term disability coverage</li>
<li>Legal services and financial wellness plans at no cost to employees</li>
</ul>
<p><i>Bessemer Trust is committed to creating a diverse and inclusive environment and is proud to be an equal opportunity employer. We encourage candidates of diverse backgrounds to apply</i><i>.</i></p></div>

Investment Operations Analyst

Columbia University

<div><ul><li>Job Type: Officer of Administration</li>
<li>Bargaining Unit:</li>
<li>Regular/Temporary: Regular</li>
<li>End Date if Temporary:</li>
<li>Hours Per Week: full time</li>
<li>Standard Work Schedule:</li>
<li>Building:</li>
<li>Salary Range: $100,000-$120,000 annually</li>
</ul><div><i>The salary of the finalist selected for this role will be set based on a variety of factors, including but not limited to departmental budgets, qualifications, experience, education, licenses, specialty, and training. The above hiring range represents the University's good faith and reasonable estimate of the range of possible compensation at the time of posting.</i></div><br>
<div></div>
<p></p>
<p>Position Summary</p>
<p>
Columbia University Investment Management Company, LLC, (&ldquo;IMC&rdquo;) is a wholly-owned subsidiary of Columbia University charged with stewarding Columbia&rsquo;s managed assets for the current and future support of the University&rsquo;s operations and with preserving the purchasing power of the assets over the long-term. Almost all funds are managed externally in a diversified strategy that uses active and passive management techniques across a range of asset classes.</p><br>
<p></p>
<p>
The IMC seeks professionals who embody our values. We seek those who recognize that first and foremost, we are stewards of the University. We are purposeful about the decisions we make, always mindful that decisions must reflect the strategy and the priorities of the organization. We strive to balance the art and science of investing using tools and technology to enhance decision making. We value technology in our process but know that it is most effective when combined with human judgement and eye towards assessing how we expect markets and processes to evolve over time. We are intellectually honest, holding ourselves and others to account so that we make the best decisions for long-term outperformance. Finally, we are a team. A team that shares responsibility for the inputs and outputs of our process. We believe strongly in collaboration and effective communications as requirements for success.</p><br>
<p></p>
<p>
The IMC seeks professionals who can contribute materially to the management of the portfolio. Independent thinking and open dialogue are actively encouraged, with team members contributing to the skills, thinking, qualitative and quantitative analysis related to a range of the portfolio, including equities, real estate, energy, other real assets, private equity or a variety of public market strategies. The IMC environment is one in which staff members are expected to develop professionally, work collaboratively across asset classes, and assume greater responsibilities according to ability and impact.</p>
<p></p>
<p>Responsibilities</p><br>
<p></p>
<p>
Reporting to Chief Financial Officer, the Analyst will be a key contributor in executing IMC&rsquo;s transaction and reporting processes, as well as enhancing IMC&rsquo;s overall operations.</p>
<p>
Responsibilities include, but are not limited to:</p>
<ul>
<li>Assist with the review and processing of daily transactions such as capital calls, distributions, redemptions, and transfers.</li>
<li>Coordinate the review and updating of monthly and quarterly manager data and ensuring investments are properly set up in IMC&rsquo;s portfolio accounting system.</li>
<li>Coordinating directly with the custodian to ensure accounts are appropriately set up and entries are made in accounting and performance measurement systems.</li>
<li>Collaborating closely with team members to compile, coordinate and review the monthly portfolio accounting and performance data, while identifying areas of process improvements.</li>
<li>Reviewing monthly reconciliations and reports and identifying issues to senior team members with a focus on controls and areas of process improvements.</li>
<li>Reviewing the key drivers of investment performance, assist senior team members in understanding changes in the portfolio and working with the investment team to validate observations.</li>
<li>Working closely with team members to provide project management support.</li>
<li>Coordinate the review of legal documents to verify fee arrangements and other negotiated terms.</li>
<li>Assist with maintaining tax information and liaise with the University&rsquo;s tax department.</li>
</ul>
<p>In addition, the Analyst is expected to perform other related duties and materially participate in various projects which may include, but are not limited to:</p>
<ul>
<li>Participate in the analysis of returns both at an individual manager and overall portfolio level.</li>
<li>Interfacing with investment managers to increase understanding of information disclosed in financial statements.</li>
<li>Identifying, recommending and implementing potential workflow improvements using new technologies.</li>
<li>Critically reviewing, streamlining and/or enhancing reporting tools and make recommendations to facilitate investment management and asset allocation decisions.</li>
<li>Evaluating changes in investment accounting standards and the related impact on financial reporting.</li>
</ul>
<p></p><p>Minimum Qualifications</p>
<ul>
<li>Bachelor&rsquo;s degree and or its equivalent.</li>
<li>At least two to four years of experience in the investment fund/asset management industry required.</li>
</ul>
<p></p><p>Preferred Qualifications</p>
<ul>
<li>CPA strongly preferred.</li>
</ul>
<p></p><p>Other Requirements</p>
<ul>
<li><p>The candidate must have a fundamental desire to improve their understanding of a global multi asset class investment portfolio and the related best practices around operations, accounting, audit, and risk management processes.</p>
</li>
<li><p>Must be detail-oriented, have excellent applied spreadsheet skills (including financial functions, pivot tables), embraces technology (including the ability to navigate databases, productivity, and business intelligence tools), and is looking to improve the depth of their analytical capabilities.</p>
</li>
<li><p>Excellent interpersonal, written and oral communication skills are required to effectively collaborate with a variety of audiences.</p>
</li>
<li><p>In addition to strong critical thinking skills, a high degree of intellectual curiosity and commitment to continuously learn are all required to be a successful member of the IMC team.</p>
</li>
<li><p>Must have demonstrated the ability to work both autonomously and collaboratively in a time sensitive environment.</p>
</li>
<li><p>Must have the ability to manage multiple tasks simultaneously and meet deadlines for both short/long term and ad-hoc assignments.</p>
</li>
<li><p>Must have a commitment to exceptional quality and have the highest ethical standards.</p>
</li>
</ul><p></p><p>Equal Opportunity Employer / Disability / Veteran</p>
<p>
Columbia University is committed to the hiring of qualified local residents.</p></div>

Analyst (Accounting Operations), Columbia Investment Management Company

Alexander Chapman

<div>
 <p>
  Long/Short Equity Analyst &ndash; Restaurants &amp; Leisure
 </p>
 <p>
  <strong>
   New York | On-site
  </strong>
 </p>
 <p>
  <br/>
 </p>
 <p>
  A long-established
  <strong>
   long/short equity investment firm
  </strong>
  with a multi-billion-dollar platform is seeking a
  <strong>
   senior Equity Analyst
  </strong>
  to join its Consumer investing team.
 </p>
 <p>
  <br/>
 </p>
 <p>
  The role is focused exclusively on
  <strong>
   Restaurants &amp; Leisure
  </strong>
  , including restaurants, hotels, casinos, recreation, and broader discretionary leisure. This is a specialist position and not a consumer generalist role. The firm is looking for someone with deep sector experience who can drive the research process end-to-end and consistently generate actionable investment ideas.
 </p>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   Responsibilities
  </strong>
 </p>
 <p>
  <br/>
 </p>
 <ul>
  <li>
   Conduct fundamental research across Restaurants &amp; Leisure subsectors
  </li>
  <li>
   Build detailed financial models, valuation frameworks, and investment theses
  </li>
  <li>
   Generate differentiated long and short ideas with clear risk/reward profiles
  </li>
  <li>
   Monitor positions and industry developments on an ongoing basis
  </li>
  <li>
   Collaborate closely with senior investors in a focused, idea-driven environment
  </li>
 </ul>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   Ideal Background
  </strong>
 </p>
 <p>
  <br/>
 </p>
 <ul>
  <li>
   <strong>
    5+ years of experience
   </strong>
   in long/short equity, buy-side or sell-side equity research
  </li>
  <li>
   Demonstrated depth in Restaurants, Leisure, or discretionary consumer sectors
  </li>
  <li>
   Strong analytical foundation in accounting, corporate finance, and valuation
  </li>
  <li>
   Proven ability to translate research into profitable investment decisions
  </li>
  <li>
   Comfortable operating in a high-accountability, performance-driven setting
  </li>
 </ul>
 <p>
  <br/>
 </p>
 <p>
  Interested candidates should apply with a current resume. Shortlisted applicants will be contacted directly.
 </p>
 <p>
 </p>
</div>


Long/Short Equity Analyst – Restaurants & Leisure

JPMorganChase

<div><b>JOB DESCRIPTION</b><p><br>
At J.P. Morgan Asset Management, we provide equity solutions to many of the world&rsquo;s largest pension plans, sovereign wealth funds and central banks. The cornerstone of our approach to equity investing is our dedication to in-house research. Our on-the-ground presence in key markets, combined with structured collaboration across regions and sectors, allows us to identify, share and compare ideas around the globe. Our equity investment processes are founded on tried and tested investment philosophies, consistently applied, within a robust risk management framework. We provide equity strategies across regions, sectors, styles and the market cap spectrum.</p><p>
</p><p><b>Role Summary</b></p><p>
As a Research Associate in the Equity Research Department at JP Morgan Asset Management you will support a Senior Research Analyst in their efforts to analyze companies and generate positive investment performance. This particular opening is focused on the Payments and Business Services which consists of 30 companies under current coverage. A successful Research Associate is self-motivated, intellectually curious, demonstrates analytical aptitude and attention to detail, and has a strong interest in investing.
</p><p></p><p><b>Job Responsibilities</b></p><ul><li>
Conduct a wide variety of research projects to aid in the investment process, including building financial models and industry frameworks as well as company/industry-specific ad hoc projects.
</li><li>Provide data and analysis to assist in the management of regional and global analyst funds</li></ul><p>
</p><p><b>Required qualifications, capabilities and skills
</b></p><ul><li>5+ years of relevant industry experience</li><li>
3+ years of experience covering Payments and Business Services
</li><li>Strong analytical skills, high aptitude for numbers; ability to identify trends through numerical analysis</li><li>
Intellectual curiosity
</li><li>Passion for and interest in investing</li></ul><p>
</p><p><b>Preferred qualifications, capabilities and skills</b></p><ul><li>
Coding experience with VBA is preferred</li></ul><p>
</p><b>ABOUT US</b><br>
<div>
<div>JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world&rsquo;s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
</div><p></p><div><p>We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
</p><div><p>We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants&rsquo; and employees&rsquo; religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.</p>
<p>JPMorgan Chase &amp; Co. is an Equal Opportunity Employer, including Disability/Veterans</p><br>
</div></div></div><br>
<br>
<b>ABOUT THE TEAM</b><p><br>
J.P. Morgan Asset &amp; Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.</p></div>

Asset Management - Equity Research Analyst Payments and Business Services - Associate

<div><b>JOB DESCRIPTION</b><div><div><b><br>
Job Posting</b>
</div></div><div><div>We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan&rsquo;s International Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level.
</div></div><div></div><div><div>As a Program Investor Analyst in the International Private Bank, you will work on an integrated team with our bankers, global investment specialists, capital advisors, and trust and estate experts to bring in new clients and to serve existing clients. As a top performing Analyst, you will have the opportunity to continue onto the next phase at the firm as an Associate at the end of the program. Promotional opportunities within J.P. Morgan are based on our business needs and the Analyst&rsquo;s performance. The two-year Analyst Program provides exposure to our multiple business areas within the Private Bank including but not limited to credit and lending, multi-asset class investments, wealth advisory and estate planning.
</div></div><div></div><div><div><b>Job Responsibilities</b>
</div></div><ul><li><div>Help devise customized financial strategies for existing and prospective clients in the Latin America (South) market
</div></li><li><div>Prepare pitch books and meeting materials
</div></li><li><div>Collaborate with integrated team members to analyze balance sheets and understand a clients&rsquo; investment objectives to produce customized recommendations that consider appropriate risk/return objectives
</div></li><li><div>Become an expert in a range of proprietary models to provide recommendations on tailored solutions
</div></li><li><div>Conduct research and analysis; assist with product development and prospecting efforts
</div></li><li><div>Research client inquiries and manage follow up communication and materials
</div></li><li><div>As you progress in your role, you will assume significant responsibility by interacting frequently with senior management and working directly with clients
</div></li></ul><div></div><div><div><b>Required Qualifications, Capabilities, and Skills</b>
</div></div><ul><li><div>Bachelor&rsquo;s degree with a minimum overall GPA of 3.2
</div></li><li><div>No more than two years of work experience following completion of undergraduate program
</div></li><li><div>Demonstrated aptitude for sales and client relationship management
</div></li><li><div>Fluent in English and Spanish</div></li></ul><div><div>
</div></div><div><div><b>Preferred Qualifications, Capabilities, and Skills</b>
</div></div><ul><li><div>Superior multi-tasking and organizational skills
</div></li><li><div>Excellent communication skills and poise giving presentations
</div></li><li><div>Genuine interest in financial markets and macro-level economic trends
</div></li><li><div>Ability to leverage both quantitative and qualitative resources to understand complex financial situations and present solutions
</div></li></ul><b>ABOUT US</b><br>
<div>
<div>JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world&rsquo;s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
</div><p></p><div><p>We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
</p><div><p>We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants&rsquo; and employees&rsquo; religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.</p>
<p>JPMorgan Chase &amp; Co. is an Equal Opportunity Employer, including Disability/Veterans</p><br>
</div></div></div><br>
<br>
<b>ABOUT THE TEAM</b><br>
<br>
J.P. Morgan Asset &amp; Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.</div>

International Private Bank - Investor Analyst - LatAm South

Mossanen Group

<div>
 <p>
  <strong>
   Position Overview
  </strong>
 </p>
 <p>
  We are seeking a detail-oriented and analytical Financial Analyst to support the financial operations of a diverse real estate portfolio, including residential, commercial, and mixed-use assets across multiple markets. This role will also assist with private investment reporting and analysis. The ideal candidate will have strong accounting, reporting, and real estate financial management experience.
 </p>
 <p>
  <strong>
   &nbsp;
  </strong>
 </p>
 <p>
  <strong>
   Portfolio:
  </strong>
  &nbsp;Residential, Commercial, and Mixed-Use Properties (Manhattan, Long Island, Connecticut, and other regions) + Private Investments
 </p>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   Key Responsibilities
  </strong>
 </p>
 <p>
  <strong>
   Financial Reporting &amp; Accounting
  </strong>
 </p>
 <ul>
  <li>
   Prepare monthly financial statements for multiple entities and properties
  </li>
  <li>
   Complete monthly bank reconciliations across various accounts
  </li>
  <li>
   Record journal entries and adjusting entries in accordance with GAAP
  </li>
  <li>
   Maintain and reconcile general ledgers
  </li>
 </ul>
 <p>
  <strong>
   Accounts Payable &amp; Cash Management
  </strong>
 </p>
 <ul>
  <li>
   Review and approve invoices for accuracy and proper coding
  </li>
  <li>
   Coordinate and process real estate tax payments and other property-related expenses
  </li>
  <li>
   Monitor cash balances and assist with cash flow tracking
  </li>
 </ul>
 <p>
  <strong>
   Budgeting &amp; Analysis
  </strong>
 </p>
 <ul>
  <li>
   Assist in the preparation of annual budgets for properties and investments
  </li>
  <li>
   Prepare quarterly variance reports (budget vs. actual) with explanations
  </li>
  <li>
   Support financial analysis related to property performance and investment returns
  </li>
 </ul>
 <p>
  <strong>
   Compliance &amp; Filings
  </strong>
 </p>
 <ul>
  <li>
   Prepare and file RPIEs (Real Property Income &amp; Expense statements) for NYC properties
  </li>
  <li>
   Assist with TC201 filings and other property-related tax forms
  </li>
  <li>
   Compile and provide financial reporting packages to lenders/banks
  </li>
  <li>
   Ensure compliance with local, state, and lender reporting requirements
  </li>
 </ul>
 <p>
  <strong>
   Investment &amp; Portfolio Support
  </strong>
 </p>
 <ul>
  <li>
   Assist in tracking and reporting on private investments
  </li>
  <li>
   Support ad hoc analysis for acquisitions, dispositions, and refinancing activities
  </li>
 </ul>
 <p>
  &nbsp;
 </p>
 <p>
  <strong>
   Qualifications
  </strong>
 </p>
 <ul>
  <li>
   Bachelor&rsquo;s degree in Accounting, Finance, or related field
  </li>
  <li>
   1-2+ years of experience in real estate accounting or financial analysis
  </li>
  <li>
   Strong understanding of real estate financials and property-level reporting
  </li>
  <li>
   Familiarity with NYC real estate reporting (RPIE, property taxes, etc.) is a plus
  </li>
  <li>
   Proficiency in Excel (pivot tables, VLOOKUP, financial modeling)
  </li>
  <li>
   Experience with Yardi accounting software preferred
  </li>
 </ul>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   Salary &amp; Benefits
  </strong>
 </p>
 <ul>
  <li>
   Base Salary: $85,000 &ndash; $105,000 (commensurate with experience)
  </li>
  <li>
   Health, dental, and vision insurance
  </li>
  <li>
   401(k) retirement plan with employer participation
  </li>
  <li>
   Paid time off and holidays
  </li>
 </ul>
 <p>
  <br/>
 </p>
</div>


Financial Analyst

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