Investment Assistant Job at Harmonic Finance™

Executive Assistant – Investment Management

Executive Assistant – Investment Management We are currently seeking candidates...

Location

United States , Boston

Salary:

50.00 - 60.00 USD / Hour

Daley and Associates

Expiration Date

Until further notice

Requirements

Bachelor's degree (required)
5-8+ years of executive, administrative, and office assistant experience in investment management, financial services, or related professional services
Proficiency in Microsoft Office Suite (Word, PowerPoint, Excel, and Outlook)
Fluency in English and Spanish, with the ability to communicate professionally in both written and verbal contexts (preferred, but not required)
Strong organizational, time management, and prioritization skills
High degree of professionalism, discretion, and sound judgement
Exceptional follow-through skills with strong attention to detail

Job Responsibility

Provide executive support to the CEO and C-Suite leaders, while overseeing day-to-day office operations
Manage complex calendars, meetings, and domestic and international travel
Prepare and manage executive correspondence, presentations, and briefing materials
Coordinate executive, board, and investor/client meetings, including agendas, materials, and logistics
Track priorities and ensure timely follow-through on action items
Oversee office operations, including vendor management (IT, facilities, supplies, security), onboarding support, and workspace logistics
Serve as the primary point of contact for office needs and a trusted liaison for internal and external stakeholders
Handle confidential information with discretion and support special projects as needed
Perform additional responsibilities as needed

Fulltime

Investment Backoffice Assistant

Are you ready to elevate your career within an elite, independent financial serv...

Location

Portugal , Lisbon

Salary:

Not provided

Randstad

Expiration Date

Until further notice

Requirements

Study a relevant degree
Love numbers
Good Excel knowledge
Want to have relevant experience to your studies
Professional
Positive
Have passion for the job

Job Responsibility

Assisting Investment Back office controllers
Updating prices and securities master data
Key-in trades and other data
Reconciling cash and custody accounts
Performing various daily controls
Other tasks related to investment portfolio administration
Being part of continuous processes improvement

Fulltime

Assistant Vice President, Investment Research

We are seeking a Chicago-based Assistant Vice President to join the firm’s Inves...

Location

United States , Chicago

Salary:

115000.00 - 140000.00 USD / Year

Heitman

Expiration Date

Until further notice

Requirements

A bachelor’s degree in real estate, urban studies, economics, finance, econometrics, statistics, data science, geography, or a related field
Minimum 5 years of direct experience in analyzing real estate investments. This could include work in real estate research, consulting, finance, or appraisal. (Candidates with other backgrounds that demonstrate strong research, analytical, and communication skills will also be considered.)
Excellent communication, organizational, and analytical skills with a passion for writing and presenting
A highly developed ability to juggle multiple assignments simultaneously
Fluency in Excel, PowerPoint, and data visualization. Programming experience or Power BI a plus
Comfort with creating, maintaining, and manipulating databases
Willingness to work independently on short deadlines
Intellectual curiosity and integrity

Job Responsibility

Tracking market conditions across primary and alternative property sectors
Synthesizing data from a range of sources (including third-party market data providers and Heitman’s own portfolio) with intel gathered from industry sources, market tours, and resources within other groups in the firm to create a house view on property sector fundamentals and opportunities
Analyzing data and creating models to formulate investment strategies and direct capital deployment related to individual property sectors and broader portfolio construction across a variety of equity and debt strategies
Using the above inputs to formulate and communicate investment strategies to capitalize on opportunities created by economic, demographic, capital market, and property market conditions
Working alongside the acquisition and debt teams on prospective property acquisitions, including assessments of local market conditions and trends, competitive properties, and identification of risks/opportunities
Supporting the portfolio and asset management teams with timely strategy recommendations, evaluation of investment performance, and hold/sell analyses for properties within the Heitman-managed North American portfolio and identification of risks/opportunities
Writing white papers and short articles for the Heitman thought leadership series on new investment markets or strategies, as well as current market trends and their investment implications
Creating content such as presentation slides and short videos for social media
Presenting to internal clients including senior management, the Investment and Valuation Committees, portfolio managers, and the acquisitions and debt teams about market trends, investment strategies, and the merits and risks related to individual investments
Interacting with clients in person and on conference calls

What we offer

All of our team members are bonus eligible and participate in a generous annual bonus plan
competitive compensation and a leading-edge, human-centric benefits package

Fulltime

Investment Assoc Sr Analyst - Assistant Vice President

The Investment Assoc Sr Analyst is a seasoned professional role. Applies in-dept...

Location

Mexico , Ciudad De Mexico

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

5-8 years of experience
Bachelor's degree with concentration of economics, finance or business administration
Professional experience or related occupation
Ability to communicate with co-workers and clients
excellent written and communication skills, able to work without direction, self-motivated
US: S7, S66 (or S63/S65)
NOTE: Securities Industry Exam (SIE is a prerequisite to the S7)
Bachelor's/University degree or equivalent experience

Job Responsibility

The role of the Investment Associate is to provide a wide variety of service and investment advice to an Ultra High Net Worth client base within the United States
The position focuses on servicing clients of Citi Private Bank by understanding their investment objectives and working in partnership with senior team members to deliver investment solutions
Help support the senior members of the investment team in their delivery of investment solutions to clients
Monitor and provide guidance on the markets to internal and external clients, incorporating the views of The Private Bank’s Investment Committee
Prepare investment policy statements for prospective clients
Analyze economic trends/activities and advise the effects on the investors’ portfolios
Recommend changes to the investors’ holdings after evaluating the economic, financial and market factors and the potential impact on the investors’ portfolios
Develop relationships and generate ideas with the bankers and clients that will lead to the growth of the asset base
In support of senior team members, engage clients on investment themes and solutions, and assist in the execute of the investment solutions and trades
Attend internal and external meetings to stay current on financial markets, and products and services offered by Citi Private Bank

Fulltime

Investment Banking Debt Capital Markets - Assistant Vice President

As a member of Barclays’ Investment Banking – Debt Capital Markets Group, you’ll...

Location

Japan , Tokyo

Salary:

Not provided

Barclays

Expiration Date

Until further notice

Requirements

Relevant experience especially around the international debt capital markets
Experience in Japan related transactions
Consistently demonstrates clear and concise written and verbal communication skills
Proficient to advanced skills with MS Office (Excel, PowerPoint, Word, Outlook)
Experience assisting with client development
Ability to work with teams and track business development
Proven experience working on high-paced environments, including management of simultaneous assignments
Native level communication skills in Japanese necessary to communicate with domestic Japanese clients
Fluent communication skills in English

Job Responsibility

Development and maintenance of strong relationships with corporate, financial and institutional clients to understand their financing needs and objectives
Development and maintenance of complex financial models to assess the value of assets, companies, or securities and identify the most appropriate structuring of capital raising initiatives, including equity financing via an initial public offerings, investment grade debt underwriting, leveraged financing solutions for non-investment grade clients, or derivative hedging solutions
Collaboration with Coverage, M&A, Syndicate, Global Markets, and cross functional teams to ensure successful origination, company due diligence, and execution of various capital market transactions
Identification, assessment, and management of risks associated with capital markets transactions and development of risk mitigation strategies in alignment with regulatory requirements
Research, financial data analysis and continued development of market insights and investment recommendations

What we offer

Wellness rooms
Gyms
Mental health support
Modern workspaces
Collaborative areas
State-of-the-art meeting rooms
On-site cafeterias
Fitness centers
Tech-equipped workstations

Investment Banking Debt Capital Markets - Assistant Vice President

As a member of Barclays’ Investment Banking – Debt Capital Markets Group, you’ll...

Location

Japan , Tokyo

Salary:

Not provided

Barclays

Expiration Date

Until further notice

Requirements

Relevant experience especially around the international debt capital markets
Experience in Japan related transactions
Consistently demonstrates clear and concise written and verbal communication skills
Proficient to advanced skills with MS Office (Excel, PowerPoint, Word, Outlook)
Experience assisting with client development
Ability to work with teams and track business development
Proven experience working on high-paced environments, including management of simultaneous assignments
Native level communication skills in Japanese necessary to communicate with domestic Japanese clients
Fluent communication skills in English

Job Responsibility

Development and maintenance of strong relationships with corporate, financial and institutional clients to understand their financing needs and objectives
Development and maintenance of complex financial models to assess the value of assets, companies, or securities and identify the most appropriate structuring of capital raising initiatives, including equity financing via an initial public offerings, investment grade debt underwriting, leveraged financing solutions for non-investment grade clients, or derivative hedging solutions
Collaboration with Coverage, M&A, Syndicate, Global Markets, and cross functional teams to ensure successful origination, company due diligence, and execution of various capital market transactions
Identification, assessment, and management of risks associated with capital markets transactions and development of risk mitigation strategies in alignment with regulatory requirements
Research, financial data analysis and continued development of market insights and investment recommendations

What we offer

Health and wellness
A place where you can belong
Collaborative Areas
More than work

Fulltime

New

Treasurer - Accounting Specialist

Title – Treasurer – Accounting Specialist Location - Castleton, NY Intro Here a...

Location

United States , Castleton

Salary:

95000.00 - 125000.00 USD / Year

Wayne Finger Lakes BOCES

Expiration Date

July 31, 2026

Requirements

Active CPA (Certified Public Accountant) holder
OR Master’s degree in Accounting
OR Bachelor’s degree (BA/BS) in Accounting combined with a minimum of 5 years of progressive, hands-on accounting experience in Education/School District System and/or Government
Deep understanding of fund accounting and the NYS Uniform System of Accounts
High proficiency in financial reporting software and data analysis
Proven ability to handle sensitive financial data with discretion and a high degree of accuracy

Job Responsibility

Execute financial accounting functions for the General Fund, Special Aid Fund, Trust and Agency Fund, and Capital Fund, ensuring all entries and transfers are accurate and timely
Maintain accounting practices in strict accordance with the Uniform System of Accounts as mandated by the NYS Department of Audit and Control and the Commissioner of Education
Manage the organization’s cash functions, including liquidity planning and the execution of investment strategies
Perform monthly bank reconciliations and verify that all cash accounts align with the general ledger
Prepare specialized financial records and reports for the annual independent audit and various state or federal audits
Facilitate the reporting process for grants and contracts, ensuring that expenditures are properly tracked and claimed
Assist in the development of program budgets, providing historical data and fiscal projections to the Business Administrator
Assist in developing oversight services and accounting guidance for the local school districts within the Questar III BOCES region
Provide administrative oversight for the Business Office, ensuring standard operating procedures are followed
Execute other tasks as assigned by the Business Administrator to support the evolving needs of the agency

What we offer

Enrollment in the New York State Employees Retirement Pension System

Fulltime

New

International Corporate Banking Summer Internship Programme 2027

Join us as a summer intern and discover the world of finance and technology. Div...

Location

China , Hong Kong

Salary:

Not provided

Barclays

Expiration Date

Until further notice

Requirements

Pursuing an undergraduate degree with anticipated completion between December 2027 - June 2028
Ideally GPA of 3.2 or above
Keen interest in finance and business
Fluent in written Chinese and spoken Mandarin if applying to the role in Hong Kong SAR
Resourcefulness
Teamwork
Enthusiasm
Entrepreneurial spirit
Legal Right to Work in the role applied for

Job Responsibility

Assisting with relationship loans, cash management RFPs, trade finance facilities
Support the management of clients as a key member within the Relationship Team
Work alongside senior bankers to help identify and manage opportunities within Global Treasury Coverage
Preparation of meeting materials, researching sector specific themes, and collaborating with teams across the Investment Bank
Support the end-to-end deal process, including credit analysis, financial modelling, internal committees and documentation for debt facilities and treasury solutions
Identify opportunities for new products and services, contribute to business cases, and assist in launching initiatives that align with sustainability and growth objectives
Take ownership for embedding risk controls, adhering to policies, and escalating breaches appropriately
Participate in structured learning programmers covering credit skills, client management, and treasury coverage products

What we offer

Paid holiday and vacation
Competitive pay
Private medical care
Disability assurance
Flexible working
Life assurance
Voluntary benefits
Retirement planning

Fulltime

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Investment Assistant

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