investment analyst

Clemens Food Group

<div>Real Estate Investment Analyst

Location: Hatfield, PA | On-Site 


About Clemens Food Group

Clemens Food Group is a family-owned, vertically coordinated pork production and processing company with over 130 years of experience in the food manufacturing industry. Guided by our core values of integrity, collaboration, and stewardship, we are committed to delivering high-quality products while investing strategically in the assets and infrastructure that support our long-term growth.

Within Clemens Food Group is Clemens Development that has similar principles and has built a current portfolio with over 300M in assets under management. 


The Impact You&rsquo;ll Make

As a Real Estate Investment Analyst, you will play a critical role in shaping how Clemens Development deploys capital across different asset classes. Your analysis will directly influence high-dollar investment acquisition, adaptive reuse and development decisions, helping the business evaluate risk, prioritize opportunities, and make confident, data-driven choices that support operational growth and long-term value creation. 


What You&rsquo;ll Do
<ul>
<li>Build and underwrite financial models and proformas for real estate investment and development opportunities</li>
<li>Evaluate and prioritize a large pipeline of active opportunities using risk-adjusted return metrics</li>
<li>Conduct market and submarket research to support assumptions around rents, demand, and growth</li>
<li>Analyze financing structures, capital market conditions, and refinancing scenarios</li>
<li>Prepare clear investment summaries and recommendations for senior leadership</li></ul> 


What You&rsquo;ll Bring to the Role
<ul>
<li>3+ years of experience in commercial real estate investment analysis or market research</li>
<li>Bachelor&rsquo;s degree in Real Estate, Finance, Economics, or a related discipline</li>
<li>Advanced proficiency in financial modeling, including IRR/XIRR, DCF, cash-on-cash returns, and scenario analysis</li>
<li>Strong understanding of commercial leases and lease language</li>
<li>Experience with market research and real estate tools such as Argus, CoStar, or similar platforms</li>
<li>Advanced Excel skills with the ability to build scalable, defensible models from scratch</li>
<li>Ability to manage multiple active opportunities simultaneously with minimal oversight</li>
<li>Strong analytical, critical-thinking, and problem-solving skills</li></ul> 


Key Traits for Success
<ul>
<li>Highly analytical with strong attention to detail</li>
<li>Comfortable working independently in a fast-paced, high-volume environment</li>
<li>Confident making objective recommendations based on return metrics</li>
<li>Curious about markets, trends, and investment strategy</li>
<li>Effective communicator who can translate complex analysis into clear insights</li>
<li>Proactive in improving systems, models, and processes</li></ul> 


Your Future at Clemens

This role offers meaningful exposure to senior leadership, strategic investment decisions, and long-term real estate planning. As Clemens Development continues to grow, this position provides opportunities to expand influence, deepen investment expertise, and take on broader responsibility within real estate strategy and capital planning. 


Application Note

Clemens Food Group is not accepting unsolicited resumes from search or staffing firms. All resumes submitted by search or staffing firms to any employee at Clemens Food Group via email, the Internet, or directly without a valid written search agreement for this role, and without having been asked to participate in this by Talent Acquisition, will be deemed the sole property of Clemens Food Group, and no fee will be paid in the event the candidate is hired. Firms not authorized to submit candidates will not be eligible for any fee or ownership claim.</div>

Real Estate Investment Analyst

HR Ways

We're hiring for Investment Analyst&mdash;Onsite in Multan with a PKR salary.<ul><li>Client Company Introduction:</li></ul>Our client company is a fast-growing E-commerce platform that provide Account Support Service to ﻿top-notch entrepreneurs in Multan.Role Overview:We are seeking a highly capable Investment &amp; Global Markets Analyst with strong expertise in the Pakistan Stock Exchange (PSX) and exposure to international financial markets.The candidate will monitor market movements, perform technical and fundamental analysis, and identify investment opportunities across multiple asset classes including equities and digital assets. The role supports strategic investment decisions through structured research and portfolio monitoring.Key Responsibilities:Market Research &amp; Analysis:<ul><li>Conduct technical and fundamental analysis of listed companies</li><li>Monitor daily movements in the Pakistan Stock Exchange and global markets</li><li>Identify potential investment opportunities based on market data and trends</li></ul>Portfolio Monitoring:<ul><li>Track performance of investment portfolios and asset allocations</li><li>Maintain structured reports on returns, risk exposure, and performance metrics</li><li>Monitor sector developments and macroeconomic indicators affecting markets</li></ul>Multi-Asset Market Exposure:<ul><li>Monitor developments across equity markets, commodities, and digital assets</li><li>Analyze global financial news and its impact on investment strategies</li><li>Identify emerging opportunities across different asset classes</li></ul>Investment Strategy Support:<ul><li>Provide research insights and market outlooks</li><li>Assist management in evaluating potential investment decisions</li><li>Develop structured reports highlighting opportunities and risks</li></ul>Reporting &amp; Documentation:<ul><li>Prepare weekly and monthly market analysis reports</li><li>Maintain organized records of research, analysis, and portfolio data</li><li>Track company earnings announcements and financial updates</li></ul>Required Qualification:<ul><li>Bachelors or Masters degree in Finance, Economics, Business, or related field.</li><li>Minimum 3&ndash;5 years experience in financial markets, trading, or equity research.</li><li>Strong knowledge of Pakistan Stock Exchange operations.</li><li>Understanding of technical indicators and financial analysis tools,strong analytical and research capabilities,</li></ul>Key Skills:Trading &amp; Execution Expertise:<ul><li>Strong expertise in order execution, order flow, and market depth analysis</li><li>Ability to use limit orders, iceberg orders, and execution strategies to optimize entry and exit points</li><li>Experience trading during high volatility and fast market conditions</li><li>Ability to maintain strong focus and discipline during extended trading sessions</li><li>Demonstrated emotional control during rapid market movements</li><li>Consistent execution according to defined trading strategies and risk parameters</li><li>Ability to execute high-volume trades across multiple financial instruments</li><li>Experience handling large order sizes while minimizing market impact</li><li>Proven track record of consistent trading activity and liquidity participation inactive markets.</li></ul>Preferred Experience:Candidates with exposure to national/international equity markets, commodities trading, or digital asset markets will be considered an advantageOther Details:<ul><li>﻿Experience: 3 to 5 yrs</li><li>﻿Work Days: Monday to Saturday</li><li>Work Timings: 9:00 am 05:00 pm</li></ul>About HR Ways:<ul><li>HR Ways is an Award winning Technical Recruitment Firm helping software houses and IT Product companies internationally and locally to find IT Talent. HR Ways is engaged by 300+ Employers worldwide ranging from worlds biggest SaaS Companies to most competitive Startups. We have entities in Dubai, Canada, US, UK, Pakistan, India, Saudi Arabia, Portugal, Brazil and other parts of the world. Join our WhatsApp Channelhttps://whatsapp.com/channel/0029VamSiLr5fM5fMtAdCS2M﻿ to stay updated or visit www.hrways.co to know more.</li></ul>Work Location: In person

Investment Analyst | Onsite From Multan

Harbor Group International

<div>
 
 
 Investment Management Analyst
 
 
 
 
 Position:
 
 Investment Management Analyst
 
 
 
 Location:
 
 New York, NY
 
 
 
 
 
 
 
 
 
 JOB SUMMARY:
 
 
 
 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.
 
 
 
 
 
 
 RESPONSIBILITIES:
 
 
 <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>
 
 
 
 
 
 QUALIFICATIONS:
 
 
 <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>
 
 #LI-TB1
 
</div>

Investment Management Analyst

State of West Virginia

<div><div><div><h2 class="jobSectionHeader">Nature of Work</h2></div> 
<div> 
<div>***This job opportunity is not in the classified service and is not covered by the West Virginia Division of Personnel merit system. 
If you are interested in this position, you must apply directly to the hiring agency.*** 
 
Please send cover letter and resume to:</div><div> 
Andrew Zulauf, Executive Director</div><div>
West Virginia Jobs Investment Trust</div><div>
180 Association Drive, Northgate Business Park</div><div>
 Charleston, WV 25311</div><div>
 OR email to Wendy.L.McCoy@wv.gov or Courtney.B.Lewis@wv.gov</div><div> 
INVESTMENT ANALYST</div><div>
WEST VIRGINIA JOBS INVESTMENT TRUST</div><div>
KANAWHA COUNTY</div><div>
SALARY: $45,000 - $60,000</div> 
The West Virginia Jobs Investment Trust is seeking a driven, detail-oriented individual with education or experience in finance and venture capital. Responsibilities include, but are not limited to:<ul><li><div> 
Conduct initial review of investment prospects and assess deal fit against Fund&rsquo;s investment criteria.</div></li><li><div>
Participate in deal sourcing and networking events to analyze specific investment opportunities.</div></li><li><div>
Research markets, industries, and economic trends to develop investment reports on specific industry opportunities and trends.</div></li><li><div>
Prepare and present investment opportunities to the Board of Directors.</div></li><li><div>
Perform financial and valuation analysis, as well as technology and competitor reviews.</div></li><li><div>
Conduct customer and management reference calls and visits.</div></li><li><div>
With oversight from WVJIT staff, support risk mitigation and compliance functions for Fund transactions.</div></li><li><div>
Evaluate portfolio companies&rsquo; financial conditions, estimate future financing requirements, and track cash flow sources and uses.</div></li><li><div>
Serve as a Board Director for some portfolio companies, as needed.</div></li><li><div>
Support the Investment Manager and Portfolio Manager in all pipeline, deal sourcing, and investment activities.</div></li><li><div>
Support the Investment Manager in all administration activities of the SSBCI/WVCAP program.</div></li></ul><div> 
Skills and abilities:</div><ul><li><div>
Technical skills such as financial analysis, valuation, due diligence, market analysis.</div></li><li><div>
Familiarity with venture capital deal structures and investment terms.</div></li><li><div>
Ability to review and interpret key legal documents such as term sheets, SAFEs, convertible notes, stock purchases, incorporation documents, etc.</div></li><li><div>
Knowledge of Google and Microsoft suites.</div></li><li><div>
Ability to quickly learn and adopt new software and technologies.</div></li><li><div>
Ability to self-manage a variety of ongoing projects with varying deadlines.</div></li><li><div>
Ability to draft professional correspondence, communicate effectively with superiors, other personnel, and the general public.</div></li></ul></div> 

<div><h2 class="jobSectionHeader">Minimum Qualifications</h2></div>
<div>Training: Bachelor&rsquo;s or Master&rsquo;s degree in Business Administration, or a similar discipline, with emphasis/experience in Venture Capital or Finance. 
 
Experience in commercial credit analysis, small business lending, or venture capital/investment is preferred.</div> 
<div><h2 class="jobSectionHeader">Other Information</h2></div>
<div>This job opportunity is not in the classified service and is not covered by the West Virginia Division of Personnel merit system. Therefore, interested persons must apply directly to the hiring agency as directed above.</div></div></div>

Investment Analyst-WV Jobs Investment Trust-Kanawha Co.

Bessemer Trust

<div>Position Summary

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.

Key responsibilities and objectives:
<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>
Requirements
<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>
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.
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.

About Bessemer Trust

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.

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.

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.

Key Facts:
<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>
About Our Employee Rewards and Benefits:

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:
<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>
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.</div>

Investment Operations Analyst

<div>JLL empowers you to shape a brighter way.
Our people at JLL are shaping the future of real estate for a better world by combining world class services, advisory and technology for our clients. We are committed to hiring the best, most talented people and empowering them to thrive, grow meaningful careers and to find a place where they belong. Whether you&rsquo;ve got deep experience in commercial real estate, skilled trades or technology, or you&rsquo;re looking to apply your relevant experience to a new industry, join our team as we help shape a brighter way forward.
<div><div>Analyst, Capital Markets
JLL is seeking a dynamic and detail-oriented individual to join the Investment Sales Advisory Team within JLL Capital Markets as an Analyst. In this role, you will play a crucial part in providing strategic real estate solutions to clients, conducting market research, and assisting in financial analysis. This Analyst role will concentrate on the land and development services platform with critical involvement in every stage of a transaction, including tracking potential opportunities and market information, financial underwriting, preparation of client proposals and offering memorandums, market research, term sheet and LOI negotiation, due diligence, and closing in a high-energy, team-focused environment.
Main Responsibilities:<ul><li>
Conduct in-depth market research and analysis to identify investment opportunities and market trends for commercial real estate transactions, including research, financial modeling and composition of executive summaries.</li><li>
Prepare financial models, valuations, and feasibility studies.</li><li>
Understand and review real estate documents (leases, loan documents, appraisals, etc.)</li><li>
Responsible for complex financial modeling of commercial real estate transactions utilizing market and JLL data / comps to correctly underwrite a transaction.</li><li>
Prepare pitch decks (&ldquo;BOVs&rdquo;), investment sales advisory packages and submissions for commercial real estate transactions, including research, financial modeling and composition of executive summaries.</li><li>
Aggregate and share critical market information and public policies impacting new development opportunities.</li><li>
Maintain key land and development databases tracking potential opportunities, deals on market, and comparable sales.</li><li>
Maintain detailed permit and fee analysis for major Colorado cities/counties.</li><li>
Collaborate with the team to develop comprehensive client presentations, investment proposals, client packages and develop and recommend financing alternatives.</li><li>
Assist in the due diligence, marketing and closing processes for each transaction.</li><li>
Stay informed about industry developments, regulations, and market conditions to provide up-to-date insights and recommendations.</li><li>
Perform CRM, database management and other work supporting the production team.</li></ul>
Qualifications:<ul><li>
Bachelor&rsquo;s degree in finance, real estate, or a related field is preferred.</li><li>
Strong analytical skills and proficiency in financial modeling.</li><li>
Strong research and problem-solving skills. Ability to analyze qualitative and quantitative information.</li><li>
Ability to be an independent self-starter with a team player attitude.</li><li>
Excellent communication and presentation skills.</li><li>
Proficient with technology to quickly learn new platforms and databases.</li><li>
Detail-oriented and organized with the ability to manage multiple tasks concurrently.</li><li>
Knowledge of capital markets and real estate investment principles. Must understand real estate documents (leases, loan documents, appraisals, etc.)</li><li>
Strong writing skills with ability to communicate analytical and marketing data effectively.</li></ul>
Experience:<ul><li>
1-3 years of previous experience in a financial analyst role, preferably within the real estate or capital markets industry.</li><li>
Intermediate experience with Excel required, working knowledge of Outlook and PowerPoint.</li></ul>
Environment:<ul><li>
High-energy, fast paced and team-focused environment.</li><li>
This role is in-office based and is located in Downtown Denver, Colorado.</li></ul></div></div>
This position does not provide visa sponsorship. Candidates must be authorized to work in the United States without sponsorship.
Estimated compensation for this position:
65,000.00 &ndash; 95,000.00 USD per year
This range is an estimate and actual compensation may differ. Final compensation packages are determined by various considerations including but not limited to candidate qualifications, location, market conditions, and internal considerations.
Location:
On-site &ndash;Denver, CO
Job Tags:
CMG
If this job description resonates with you, we encourage you to apply, even if you don&rsquo;t meet all the requirements. We&rsquo;re interested in getting to know you and what you bring to the table! 
Personalized benefits that support personal well-being and growth:
JLL recognizes the impact that the workplace can have on your wellness, so we offer a supportive culture and comprehensive benefits package that prioritizes mental, physical and emotional health. Some of these benefits may include:<ul><li>
401(k) plan with matching company contributions</li><li>
Comprehensive Medical, Dental &amp; Vision Care</li><li>
Paid parental leave at 100% of salary</li><li>
Paid Time Off and Company Holidays</li><li>
Early access to earned wages through Daily Pay</li></ul>
At JLL, we harness the power of artificial intelligence (AI) to efficiently accelerate meaningful connections between candidates and opportunities. Using AI capabilities, we analyze your application for relevant skills, experiences, and qualifications to generate valuable insights about how your unique profile aligns with the specific requirements of the role you're pursuing.
JLL Privacy Notice
Jones Lang LaSalle (JLL), together with its subsidiaries and affiliates, is a leading global provider of real estate and investment management services. We take our responsibility to protect the personal information provided to us seriously. Generally the personal information we collect from you are for the purposes of processing in connection with JLL&rsquo;s recruitment process. We endeavour to keep your personal information secure with appropriate level of security and keep for as long as we need it for legitimate business or legal reasons. We will then delete it safely and securely.
For more information about how JLL processes your personal data, please view our Candidate Privacy Statement.
For additional details please see our career site pages for each country.
For candidates in the United States, please see a full copy of our Equal Employment Opportunity policy here.
Jones Lang LaSalle (&ldquo;JLL&rdquo;) is an Equal Opportunity Employer and is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process &ndash; including the online application and/or overall selection process &ndash; you may email us at HRSCLeaves@jll.com. This email is only to request an accommodation. Please direct any other general recruiting inquiries to our Contact Us page &gt; I want to work for JLL.
Pursuant to the Arizona Civil Rights Act, criminal convictions are not an absolute bar to employment.
Pursuant to Illinois Law, applicants are not obligated to disclose sealed or expunged records of conviction or arrest.
Pursuant to Columbia, SC ordinance, this position is subject to a background check for any convictions directly related to its duties and responsibilities. Only job-related convictions will be considered and will not automatically disqualify the candidate.
California Residents only
If you are a California resident as defined in the California Consumer Privacy Act (CCPA) please view our Supplemental Privacy Statement which describes your rights and disclosures about your personal information. If you are viewing this on a mobile device you may want to view the CCPA version on a larger device.
Pursuant to the Los Angeles Fair Chance Initiative for Hiring Ordinance, JLL will consider for employment all qualified Applicants, including those with Criminal Histories, in a manner consistent with the requirements of applicable state and local laws, including the City of Los Angeles&rsquo; Fair Chance Initiative for Hiring Ordinance.
Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.
Accepting applications on an ongoing basis until candidate identified.</div>

Investment Sales Analyst - Capital Markets, Production Support

Daley And Associates, LLC

<div>
 
 
 
 
 
 Investment Product Reporting Analyst
 
 
 
 
 
 
 
 
 
 We are currently seeking candidates for an Investment Product Reporting Analyst position at a highly successful Investment Management firm in Boston, MA. The Investment Product Reporting Analyst will work collaboratively with Product Reporting and Client Operation teams and will produce, update, and maintain product-related marketing materials and client reporting, including factsheets, performance commentary, presentations, and product summaries. The ideal candidate will have 1-3+ years of client reporting, content management, or related marketing and communications experience in investment management or financial services.
 
 
 
 
 
 
 
 
 This is a 6+ month contract opportunity, paying between $30-40/hour (depending on experience). This role supports a hybrid work-model consisting of 4 onsite days/week and 1 remote day/week.
 
 
 
 
 
 
 
 
 
 Responsibilities:
 
 
 
 
 <ul>
 <li>
 
 
 
 Assist with client reporting and client marketing responsibilities, ensuring adherence to client guidelines and compliance with industry standards.
 
 
 
 </li>
 <li>
 
 
 
 Produce, update, and maintain product-related marketing materials and client reporting, including, but not limited to, factsheets, product summaries, presentations, and performance commentary.
 
 
 
 </li>
 <li>
 
 
 
 Prepare and deliver attribution and performance commentary tailored to client portfolios and guidelines.
 
 
 
 </li>
 <li>
 
 
 
 Work collaboratively with Product Reporting and Client Operations teams.
 
 
 
 </li>
 <li>
 
 
 
 Review client deliverables to ensure accuracy, timeliness, and compliance.
 
 
 
 </li>
 <li>
 
 
 
 Understand portfolio outlooks, positioning and strategy, process, and current market conditions.
 
 
 
 </li>
 <li>
 
 
 
 Respond to ad-hoc questions related to investment products.
 
 
 
 </li>
 <li>
 
 
 
 Provide additional support as needed.
 
 
 
 </li>
 </ul>
 
 
 
 
 Qualifications:
 
 
 
 
 <ul>
 <li>
 
 
 
 Bachelor&rsquo;s degree in Finance, Economics, Business, Marketing, or related field (required).
 
 
 
 </li>
 <li>
 
 
 
 1-3+ years of client reporting, content management, or related marketing and communications experience in investment management or financial services.
 
 
 
 </li>
 <li>
 
 
 
 Great experience with capital markets and investment products, including strong experience with fixed-income asset class.
 
 
 
 </li>
 <li>
 
 
 
 Proficiency in Microsoft Office Suite (Word, PowerPoint, Excel).
 
 
 
 </li>
 <li>
 
 
 
 Excellent written and verbal communication skills.
 
 
 
 </li>
 <li>
 
 
 
 Demonstrated ability to deliver results individually and as part of a team.
 
 
 
 </li>
 <li>
 
 
 
 Ability to manage competing priorities and deadlines.
 
 
 
 </li>
 <li>
 
 
 
 Strong attention to detail with a proactive approach and ability to problem solve.
 
 
 
 
 </li>
 </ul>
 
 
 
 For immediate consideration, interested and qualified candidates should send their resume to Jenny at jfriedman@daleyaa.com.
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 &nbsp;
</div>

Investment Product Reporting Analyst

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