investments manager

Hire Fellows

<div>We are looking for a motivated and detail-oriented Investment Analyst to support the day-to-day investment activities of a small, professionally managed family office. This role is ideal for a candidate with a strong foundation in finance or accounting who is passionate about investments and enjoys conducting in-depth research and analysis. You will play a key role in supporting investment decisions, monitoring portfolio performance, and ensuring accurate reporting across asset classes.
Main Responsibilities<ul><li>
Conduct research and analysis on investment opportunities across asset classes including equities, fixed income, funds, and alternative investments.</li><li>
 Assist in monitoring and tracking portfolio performance, including returns, risk metrics, and market developments.</li><li>
 Prepare periodic investment reports (weekly, monthly, quarterly) summarizing portfolio performance, market insights, and key updates.</li><li>
 Support due diligence processes on new investment opportunities, including reviewing financial statements, market trends, and manager performance.</li><li>
 Maintain up-to-date records of investments, transactions, valuations, and supporting documentation.</li><li>
 Coordinate with external asset managers, banks, brokers, and advisors to obtain reports and relevant investment information.</li><li>
 Assist in preparing investment memos, presentations, and summaries for internal decision-making.</li><li>
 Monitor global and regional financial markets, economic trends, and relevant news impacting the portfolio.</li><li>
 Support reconciliation of investment records with bank and broker statements where required.</li><li>
 Provide ad-hoc analysis and research support to senior management on strategic investment decisions.</li></ul> 

Requirements 
<ul><li>
Bachelor&rsquo;s degree in Finance, Accounting, Economics, or a related field.</li><li>
 0&ndash;3 years of experience in investments, asset management, corporate finance, audit, or a related field.</li><li>
 Strong interest in financial markets and investment analysis, with the ability to conduct structured research.</li><li>
 Proficiency in Microsoft Excel or Google Sheets, including financial analysis and data organization.</li><li>
 Solid understanding of financial concepts such as valuation, financial statements, and portfolio performance metrics.</li><li>
 Strong analytical thinking with high attention to detail.</li><li>
 Excellent written and verbal communication skills in both English and Arabic.</li><li>
 Arabic speaker is required.</li><li>
 Ability to handle sensitive financial information with discretion and professionalism.</li><li>
 Based in Bahrain.</li></ul></div>

Investment Analyst

<div>
 We are looking for a motivated and detail-oriented Investment Analyst to support the day-to-day investment activities of a small, professionally managed family office. This role is ideal for a candidate with a strong foundation in finance or accounting who is passionate about investments and enjoys conducting in-depth research and analysis. You will play a key role in supporting investment decisions, monitoring portfolio performance, and ensuring accurate reporting across asset classes.
 
 
 
 Main Responsibilities
 
 
 
 <ul>
 <li>
 Conduct research and analysis on investment opportunities across asset classes including equities, fixed income, funds, and alternative investments
 </li>
 <li>
 Assist in monitoring and tracking portfolio performance, including returns, risk metrics, and market developments
 </li>
 <li>
 Prepare periodic investment reports (weekly, monthly, quarterly) summarizing portfolio performance, market insights, and key updates
 </li>
 <li>
 Support due diligence processes on new investment opportunities, including reviewing financial statements, market trends, and manager performance
 </li>
 <li>
 Maintain up-to-date records of investments, transactions, valuations, and supporting documentation
 </li>
 <li>
 Coordinate with external asset managers, banks, brokers, and advisors to obtain reports and relevant investment information
 </li>
 <li>
 Assist in preparing investment memos, presentations, and summaries for internal decision-making
 </li>
 <li>
 Monitor global and regional financial markets, economic trends, and relevant news impacting the portfolio
 </li>
 <li>
 Support reconciliation of investment records with bank and broker statements where required
 </li>
 <li>
 Provide ad-hoc analysis and research support to senior management on strategic investment decisions
 
 
 </li>
 </ul>
 
 Requirements
 
 
 
 <ul>
 <li>
 Bachelor's degree in Finance, Accounting, Economics, or a related field
 </li>
 <li>
 0-3 years of experience in investments, asset management, corporate finance, audit, or a related field
 </li>
 <li>
 Strong interest in financial markets and investment analysis, with the ability to conduct structured research
 </li>
 <li>
 Proficiency in Microsoft Excel or Google Sheets, including financial analysis and data organization
 </li>
 <li>
 Solid understanding of financial concepts such as valuation, financial statements, and portfolio performance metrics
 </li>
 <li>
 Strong analytical thinking with high attention to detail
 </li>
 <li>
 Excellent written and verbal communication skills in both English and Arabic
 </li>
 <li>
 Arabic speaker is required
 </li>
 <li>
 Ability to handle sensitive financial information with discretion and professionalism
 </li>
 <li>
 Based in Bahrain
 </li>
 </ul>
</div>

Gross & Hartman Investments LLC

About G&amp;H InvestmentsLocated in Leola, just outside Lancaster, G&amp;H Investments offers a refreshing alternative to large financial firms. For more than 35 years, we&rsquo;ve delivered investment guidance grounded in integrity, insight, and personalized service. Today, we manage over $500 million in assets for clients across the country.Our services meet clients wherever they are in their financial journey and include: Investment Management &amp; Consulting, Asset Allocation &amp; Portfolio Analysis, Retirement Planning, Manager Selection, Risk Analysis, and College Savings Strategies. Every strategy is customized &mdash; never cookie-cutter &mdash; and tailored to each client&rsquo;s unique goals.We serve a diverse range of clients, from young professionals investing for the first time to ultra-high-net-worth families managing complex wealth.Founded by Don Gross more than 35 years ago, the firm is built on trust, personalized care, and long-term success. Today, that legacy continues under Bret Hartman, CFA, who trained under Don and leads with a client-first philosophy &mdash; balancing time-tested principles with modern financial strategies.About the PositionG&amp;H Investments is seeking a motivated Investment Analyst to work closely with our Portfolio Managers and Client Service Analyst to help clients achieve their long-term financial goals. This role offers hands-on experience across the investment management process, including asset allocation, risk analysis, due diligence, and ongoing portfolio monitoring. The analyst will also support client service functions and gain a deep understanding of the RIA landscape.Key Responsibilities&middot; Support and enhance existing client service workflows&middot; Evaluate client investments through an organized, detail-oriented process&middot; Maintain asset allocation models and assist with portfolio rebalancing&middot; Utilize financial, tax, and investment reporting software&middot; Participate in frequent meetings with Portfolio Managers to optimize portfolios and generate new ideas&middot; Collaborate with our network of client accountants&middot; Prepare and maintain due diligence reports&middot; Continuously monitor and optimize client investment portfolios&middot; Build industry relationships to source new investment ideas&middot; Conduct investment research across multiple asset classes&middot; Improve and refine internal investment processes&middot; Assist with the preparation of client investment reports&middot; Perform day-to-day administrative tasks as needed&middot; Work closely with select high-net-worth (HNW) clientsQualifications&middot; Undergraduate degree required&middot; A commitment to complete appropriate securities exams (Series 65, within 6 months)&middot; Minimum 2+ years of relevant investment or financial experience&middot; Potential professional certification development &ndash; (CFP, CFA)&middot; Demonstrated investment acumen and understanding of key concepts and strategies&middot; High integrity, strong work ethic, and intellectual curiosity&middot; Proactive mindset with interest in long-term career growth within the investment industryCompensation &amp; Benefits&middot; Competitive salary&middot; Profit sharing&middot; Retirement benefits&middot; Paid Time Off (PTO)Job Type: Full-timePay: $65,000.00 - $80,000.00 per yearBenefits:<ul><li>Flexible schedule</li><li>Paid time off</li><li>Parental leave</li><li>Professional development assistance</li><li>Retirement plan</li></ul>Physical Setting:<ul><li>Office</li></ul>People with a criminal record are encouraged to applyEducation:<ul><li>Bachelor's (Required)</li></ul>Experience:<ul><li>Financial analysis: 1 year (Required)</li></ul>Ability to Commute:<ul><li>Leola, PA 17540 (Required)</li></ul>Work Location: In person

Ventas, Inc.

<div>
 
 Job Description
 
 
 
 Ventas is a leading S&amp;P 500 company enabling exceptional environments that benefit a large and growing aging population. With an enterprise value exceeding $50 billion and a portfolio of more than 1,400 properties across North America and the United Kingdom, Ventas is a preeminent participant in the longevity economy. Its largest business is private-pay senior housing, which includes over 850 communities providing valuable care and services to more than 90,000 residents. The Ventas portfolio also includes outpatient medical buildings, research centers and healthcare facilities that attract strong institutional demand from the largest health systems, biomedical companies and universities and other research institutions in the world. Backed by strong financial performance and a collaborative culture, Ventas has the capital, capabilities and relationships to deliver superior value. The experienced Ventas team shares a commitment to each other and to the Company&rsquo;s mission of helping people live longer, healthier, happier lives.
 
 
 The Investments team identifies and executes high-quality opportunities that expand and strengthen the Ventas portfolio. The team combines financial insight and market intelligence to guide acquisition, disposition, and partnership decisions. This function fuels growth and helps position Ventas as a leader in the longevity economy.
 
 
 
 About The Role
 
 
 
 The Financial Analyst, Investments is a key contributor within the Ventas Investments group, supporting the underwriting, due diligence, approval, and closing of healthcare real estate transactions focused on senior housing. This lean, high‑performing deal team evaluates opportunities ranging from single‑asset investments to multi‑billion‑dollar portfolio transactions across senior housing, outpatient medical, life sciences, and other healthcare verticals. The Financial Analyst will work directly with investments team leadership, senior management and cross‑functional partners in a fast‑paced, analytical, and deadline‑driven environment. The successful candidates will be joining a very active investments platform, with Ventas having completed &gt; $4 billion in new investments since 4Q24. Key responsibilities include:
 
 
 <ul>
 <li>
 Build and maintain financial models to support acquisitions, joint ventures, developments, redevelopments, and debt investments.
 </li>
 <li>
 Lead valuation analyses and sensitization of key transaction assumptions and risk drivers.
 </li>
 <li>
 Assist in designing and structuring asset, portfolio, and entity-level transactions of varying complexity that achieve investment criteria and satisfy counterparty need
 </li>
 <li>
 Conduct detailed due diligence, including operator/tenant financial assessments, market analyses, and site visits.
 </li>
 <li>
 Synthesize findings and present underwriting conclusions to senior leadership.
 </li>
 <li>
 Partner with brokers, sellers, and investment bankers to refine assumptions and validate transaction data.
 </li>
 <li>
 Support Corporate Finance to ensure accurate integration of transaction economics into Ventas&rsquo;s financial projections.
 </li>
 <li>
 Prepare materials for executive approval, investment committee review, and closing processes.
 </li>
 <li>
 Collaborate with Asset Management to support a smooth integration of acquired assets post‑closing.
 
 
 </li>
 </ul>
 
 Qualifications
 
 
 
 <ul>
 <li>
 Bachelor&rsquo;s degree in Finance, Economics, or a related analytical field.
 </li>
 <li>
 1+ years of experience in financial analysis, commercial real estate, investment banking, private equity, corporate finance, or related analytical disciplines.
 </li>
 <li>
 Must be located in the Chicago, IL or New York, NY surrounding area or willing to relocate for the duration of employment.
 </li>
 <li>
 Willingness to adapt and thrive in a blended work environment with 3-days in office, seamlessly transitioning between remote work and in-office operations.
 </li>
 <li>
 Strong proficiency in Microsoft Excel and PowerPoint; experience with Argus, SQL, or financial modeling tools is a plus.
 </li>
 <li>
 Strong quantitative, communication, and problem‑solving skills.
 </li>
 <li>
 High sense of urgency, adaptability, and ability to manage multiple competing priorities.
 </li>
 <li>
 Must be legally authorized to work in the United States without need for employer sponsorship now or in the future
 
 
 </li>
 </ul>
 
 The estimated base salary range for this position is $100,000 &ndash; $130,000 per year. This range reflects a good-faith estimate of the base salary Ventas reasonably expects to pay at the time of posting. Actual base pay will be determined based on work location, skills, qualifications, relevant experience, and business needs.
 
 
 
 
 In addition to base salary, this role is eligible for discretionary incentive compensation and a comprehensive benefits package, which includes medical, dental, vision, retirement savings, paid time off, and other wellness benefits under applicable plan terms.
 
 
 
 Ventas, Inc. offers a competitive compensation and benefits package to the successful candidate.
 
 
 Ventas, Inc. is an Equal Opportunity Employer.
 
 
 Ventas, Inc. does not accept unsolicited resumes from staffing agencies, search firms or any third parties.
 
 
</div>

Financial Analyst, Investments

Parkland Health

<div>Location: 8435 Stemmons Bldg. 
 
Primary Purpose 
 
Under the direction of the Treasury Director, assists with the management of the district's investment and pension portfolios in accordance with the district's investment policy and the Public Funds Investment Act (PFIA). Monitors, analyzes and interprets investment portfolio performance evaluation reports to make recommendations to management and/or the investment committee and board of managers on changes to pension and investment policy. Frequently engages with bankers, investment brokers, and other key financial contacts. Duties include treasury accounting, activities related to issuance and maintenance of bonded debt obligations and manage audit of benefit plans. 
 
Minimum Specifications 
 
Education 
<ul><li>
Must have a bachelor's degree in public administration, Finance or Business with at least eighteen hours of accounting and/or finance courses.</li></ul> 
<ul><li>
Minimum of five (5) years of experience managing the assets of defined contribution plans, defined benefit plans and/or operating fund investments.</li></ul> 

Experience 
<ul><li>
Experience formulating investment strategies for maximizing the value of funds invested for return.</li></ul> 
<ul><li>
Knowledge of local government investments and related accounting.</li><li>
Experience with bonded debt matters.</li><li>
Knowledge of both defined contribution and defined benefit plans, investments and reporting.</li><li>
Analytical, problem-solving, decision-making, strategic thinking and planning skills. High level of accuracy and attention to detail.</li><li>
Strong business acumen and ability to see the big picture.</li><li>
Must be able to handle several activities simultaneously with attention to detail and adherence to deadlines and accuracy.</li><li>
Excellent communication (written/verbal), interpersonal and presentation skills to effectively interface with and influence internal/external contacts.</li></ul> 

Equivalent Education and/or Experience 
<ul><li>
May have an equivalent combination of education and/or experience in lieu of specific education and/or experience as stated above.</li></ul> 

Skills or Special Abilities 
<ul><li>
Critical Thinking: Using logic and analysis to identify the strengths and weaknesses of different approaches; using basic math to perform quick analysis.</li></ul> 
<ul><li>
Accuracy: Paying attention to detail in dealing with numbers, words and ideas.</li><li>
Record Keeping: Principles and practices for the collection and recording of information for use in reporting presentations.</li><li>
Collaboration: Establish and maintain positive working relationships, using these connections to effect change.</li><li>
Reporting: Research, analyze, and compile data; find ways to structure or classify information concisely.</li><li>
System Ability: Muti-task by working with multiple software packages simultaneously.</li><li>
Communication: Strong oral, written and presentation skills with the ability to communicate effectively and articulate information in easily understandable terms.</li><li>
Self-Management: Work independently and without supervision.</li></ul> 

Responsibilities 
<ul><li>
Works with Treasury Director and external asset managers to build and maintain investment portfolios, analyze the market environment, monitor portfolio performance, and make necessary rebalancing recommendations based on account balances and Parkland policy.</li></ul> 
<ul><li>
Manages District's operating cash and construction funds according to Board-approved policy. Works with asset managers, mitigates risks and optimizes returns for Parkland investment portfolios.</li><li>
Supports Parkland's benefit plan participants, securing future financial well-being by managing risk and providing a robust menu of investment options.</li><li>
Serves as point of contact for custodians and other relevant vendors to execute investment management directions, reconcile positions, review global market, and resolve issues.</li><li>
Assists with funds flows to and from managed investment accounts to maintain proper allocation of investments according to approved investment policies.</li><li>
Assists Treasury Director with rebalancing of portfolios on a quarterly basis, or more frequently if needed.</li><li>
Prepares reports and analysis for portfolio management, investment committee, board of managers, and others.</li><li>
Assists with due diligence surrounding existing and prospective investment managers including documentation, performance strategy monitoring, contract review and attending manager and committee meetings.</li><li>
Assists with annual retirement plan audit preparation, prepares financial work papers, attends audit meetings, and collaborates with accounting staff and external audit staff on investment and debt-related activities.</li><li>
Conduct's research and provides recommendations to issues as they arise.</li></ul> 

Job Accountabilities 
<ul><li>
Identifies ways to improve work processes and improve customer satisfaction. Makes recommendations to supervisor, implements, and monitors results as appropriate in support of the overall goals of the department and Parkland.</li><li>
Stays abreast of the latest developments, advancements, and trends in the field by attending seminars/workshops, reading professional journals, actively participating in professional organizations, and/or maintaining certification or licensure. Integrates knowledge gained into current work practices.</li><li>
Maintains knowledge of applicable rules, regulations, policies, laws and guidelines that impact the area.</li><li>
Develops effective internal controls designed to promote adherence with applicable laws, accreditation agency requirements, and federal, state, and private health plans. Seeks advice and guidance as needed to ensure proper understanding.</li></ul> 

Requisition ID: 985701</div>

Investment Program Manager

Qiddiya Investment Company

<div>Qiddiya has an opportunity for an Investment Management professional to join our team and play a pivotal role in evaluating, originating, and managing real estate investment opportunities.
This is a hands-on, high-visibility role where you will collaborate closely with senior leadership to identify new investment opportunities, originate deals, and structure transactions. You will be expected to apply your expertise in financial modelling, corporate finance, and M&amp;A to build the backbone of our investment framework and manage the financial performance of our real estate investments.
We are looking for a candidate with a strong background in investment management and financial modelling, ideally someone with experience in corporate finance, real estate investment, and private equity.
At the heart of our investment strategy, you will engage in market research, perform rigorous financial due diligence, and create sophisticated models to assess the profitability and risks of potential investments. You will work closely with both internal teams (including project managers, analysts, and associates) and external stakeholders (including banks, consultants, and legal advisors) to ensure the success of each project. Your ability to understand and implement complex financial structures and deal terms will be essential to driving long-term growth and profitability for the company.
This is an exciting opportunity for someone who thrives in a fast-paced, entrepreneurial environment and is eager to contribute to the strategic direction of a company at a pivotal stage in its growth journey. 
Requirements 
Education:<ul><li>
Bachelor's degree in Finance, Accounting, Economics, or a related field.</li><li>
MBA, CFA, or equivalent qualifications preferred.</li><li>
Strong technical expertise in banking or investment management is essential.</li></ul>
Experience:<ul><li>
+5 years in investment management, financial modelling, or M&amp;A advisory (preferably in real estate or private equity).</li><li>
Experience in corporate finance, M&amp;A modelling, and deal structuring, with a focus on real estate.</li><li>
Strong experience from boutique investment banks (e.g., Lazar, Rothschild, Jefferies) or large real estate funds (e.g., Hines, Brookfield, Capital Land).</li><li>
Prior exposure to the GCC region is highly desirable.</li></ul>
Technical Skills:<ul><li>
Proficiency in financial modelling, Excel, and corporate finance.</li><li>
Familiarity with banking terminology and M&amp;A processes.</li></ul>
Industry Knowledge:<ul><li>
Strong understanding of real estate investment strategies, trends, and market conditions in the GCC region.</li><li>
Understanding of portfolio management and investment analysis.</li></ul>
Language Skills:<ul><li>
Fluency in English is required.</li><li>
Proficiency in Arabic is a plus.</li></ul></div>

Assistant Manager - Investment Management - 20012292

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Assistant Manager - Investment Management - 20012292