Investment Associate Job at Solomon Page (Santa Monica)

Investment Associate

Assist with the oversight and management of outsourced investment mandates for S...

Location

United States , West Des Moines

Salary:

77019.00 - 128365.00 USD / Year

Sammons Financial Group

Expiration Date

Until further notice

Requirements

Bachelor's Degree in Finance or related field of study Preferred
Minimum 3 years' of relevant experience in insurance asset management, fixed income investing, or related roles Preferred
Experience in fixed income markets and credit analysis Preferred
Experience with Bloomberg software Preferred
Strong quantitative and qualitative analytical skills and the ability to take data from several sources and organize, validate, and analyze data
Intellectually curious nature and positive attitude towards learning new or complex topics
Excellent ability to work in a collaborative team environment within and outside of SFGAM
Strong ability to ask questions and show engagement in meetings within and outside of SFGAM
Excellent oral and written communication skills
Excellent attention to detail, self-initiative, and team player

Job Responsibility

Assist with the oversight and management of outsourced investment mandates for Sammons Financial Group Asset Management (SFGAM) by supporting quantitative and qualitative analysis and research for assigned strategy mandates
Maintain portfolio analytics, reporting packages, and quantitative surveillance tools
Support analysis for investment recommendations, key exposures, and risks for assigned strategy mandates
Support ongoing oversight of external investment managers through quantitative and qualitative analysis under the direction of the SFGAM Portfolio Management team
Assist in the underwriting and assessment of new fixed-income investment opportunities with external managers in collaboration with the SFGAM Portfolio Management team
Create and maintain portfolio analytics, reporting packages, and quantitative surveillance tools to support the SFGAM Portfolio management team
Develop an understanding of key factors that can impact the value of SFGAM’s investments, including, but not limited to, nationally recognized statistical rating organization (NRSRO)/ National Association of Insurance Commissioners (NAIC) rating methodology, regulatory impacts, capital requirements, and drivers of industry, sector, and issuer fundamentals throughout the credit cycle
Develop and maintain strong working relationships with internal investment team members, external managers, and team members throughout Sammons Financial Group Companies
Develop and strive to continually improve investment processes and oversight of the portfolio and third-party asset managers
Communicate with external asset managers as necessary to support the SFGAM Portfolio Management team

What we offer

Comprehensive health coverage for you and your family, including Medical, Dental, Vision, HSA & FSA options, and term life insurance
Competitive compensation with a performance-based incentive program tied to clear goals and individual and/or company success
Invest in your future with our 100% company-funded Employee Stock Ownership Plan (ESOP), plus automatic enrollment in our 401(k)
Work–life balance that means something. Friday afternoons off year-round, generous paid time off, and paid holidays
Commit to your growth with paid development time, tuition reimbursement, and professional development opportunities across industry, individual, and leadership programs
Make an impact beyond the workplace through volunteer time off, and our company nonprofit matching gift program, supporting the causes that matter most to you
An ownership culture that inspires
join a connected, values-driven workplace where employees take accountability, support one another, and are empowered to do their best work—together shaping our future shared success

Fulltime

Investment Associate

A hybrid remote role based in Toronto. Are you a detail-oriented, analytical thi...

Location

Canada , Toronto

Salary:

Not provided

Uncapped

Expiration Date

Until further notice

Requirements

A minimum of 5 years of experience in this or similar roles
Must have a finance education - preferably a finance degree, or an MBA
High level of curiosity and a passion for technology
Very strong analytical and modelling skills - we will require you to build and decipher complex financial models for underwriting purposes
Organised, flexible and focused, with the ability to context switch
Strong commercial acumen - intricately understand e-commerce / online / SaaS models
Confidence to challenge decisions as well as be able to explain decision rationale to stakeholders
Hawk-eye level attention to detail, ability to zoom in and spot what others may miss
Entrepreneurial mindset - you should constantly look to make the most of available opportunities, overcome quickly to learn from setbacks, be decisive and have a bias towards action
Collaborative mindset, not afraid to over-communicate in a remote environment

Job Responsibility

Analyse customer applications, by reviewing financial statements and other materials to make recommendations on the size, length and structure of capital advances
Attend calls with founders and management teams, ask questions and form an opinion on new opportunities
Prepare and present approval packages for the Uncapped Credit Committee
Collect, review and report on the financial performance of portfolio companies
Work with the risk team and the CEO to improve our underwriting capabilities through continuous process improvements
Contribute to Credit Committee retrospective reviews
Work closely with our Product teams to improve customer experience and satisfaction

What we offer

Unlimited holiday: we believe that well-rested and happy people make the best employees
Competitive compensation plan
Personal growth fund: Raise your game from great to spectacular
The opportunity to make a big impact every day on the lives of European and US entrepreneurs
Workspaces in Warsaw, London, Atlanta and Toronto

Fulltime

Investment Associate

Investment Associate sought by a top tier energy investment platform with a grow...

Location

United Kingdom , London

Salary:

85000.00 - 120000.00 GBP / Year

Mint Selection

Expiration Date

Until further notice

Requirements

At least 2 years’ experience in an analytical role in a top tier global financial institution or private equity fund, ideally focusing on the energy space across the value chain – notably in the energy transition and mobility space or mid and downstream segments
Strong quantitative, analytical skills, excel and power point capabilities
Experience in industry due-diligence and financial modelling
Ideally, a related degree in a technical / financial discipline and an outstanding academic record

Job Responsibility

Supporting origination and execution of principal investments across the Energy spectrum
Work closely with an Investment Director helping to assess deals
Leading on the financial modelling
Supporting various due diligence work streams

What we offer

Market leading remuneration and incentives
Potential for accelerated progression in a fast growth platform

Fulltime

Associate - Investment Accounting

Asana Partners is a retail real estate investment firm creating value in vibrant...

Location

United States , Charlotte

Salary:

Not provided

Asana Partners

Expiration Date

Until further notice

Requirements

Strong technical accounting skills with an understanding of GAAP (fair value accounting preferred)
Experience in commercial real estate including retail or mixed-use properties is highly preferred
Excellence in Excel, Word, and PowerPoint
Working knowledge of Yardi and Argus Enterprise is preferred
Strong work ethic, self-motivated, and capable of effective independent judgment
Acute attention to detail and passion for quality
Strong organizational and process skills to manage multiple competing priorities
Ability to meet and manage critical deadlines and to work independently
Interested in process improvement and documentation
2+ years public or private mix

Job Responsibility

Ensure timely and accurate accounting for a portfolio of investments and perform related financial analysis, including recurring journal entries, balance sheet reconciliations, variance reports and internal/external financial reporting
Ensure timely and accurate monthly close of the property general ledgers and creation of property level financial statements
Review budget to actual explanations by line item for all properties and determine the key drivers of budget to actual property Net Operating Income variances
Partner with the Investment Accounting leadership team and Asset Management team members on the budgeting and reforecasting process for all properties
Partner with the Asset Management team to review accounts receivable detail along with the operations teams to determine the required bad debt reserves and to ensure all income is billed in accordance with lease terms, including review of monthly accruals and annual reconciliations of recovery items
Participate in departmental projects that deploy updated processes and technology to create efficiencies and automate manual tasks
Assist with special projects or tasks to support the overall Company's goals
Assist with the development of procedures around financial reporting and internal controls

Fulltime

Associate – Investment Funds (4–6 PQE)

Associate – Investment Funds (4–6 PQE) About the Opportunity A leading global ...

Location

United States , Chicago

Salary:

Not provided

Myn

Expiration Date

Until further notice

Requirements

Minimum of 3 years’ experience in private investment fund formation from a leading law firm
Strong experience advising on fund structuring, fundraising, and sponsor-side matters
Exposure to fund operations, governance, compliance, and regulatory matters
Excellent drafting, analytical, and negotiation skills
Strong academic credentials
Commercially minded with strong client relationship skills
Ability to manage complex matters in a fast-paced, high-performance environment

Job Responsibility

Advising fund sponsors on the structuring and formation of private investment funds across multiple asset classes
Supporting fundraising processes and investor negotiations
Assisting with sponsor structuring, internal arrangements, and governance matters
Advising on co-investments, secondaries, and other strategic fund transactions
Managing day-to-day fund operational, compliance, and regulatory matters
Collaborating with multidisciplinary teams across tax, regulatory, and transactional practices

What we offer

Join one of the most highly regarded Investment Funds practices globally
Work with leading private equity sponsors, asset managers, and institutional investors
Exposure to sophisticated fund structures and high-value transactions
Collaborative international platform with exceptional deal flow
Strong long-term career progression and development opportunities

Fulltime

Senior Associate - Investment Management Oversight

Location

Ireland , Dublin

Salary:

Not provided

Waystone Governance Ltd.

Expiration Date

Until further notice

Requirements

2+ years of experience in the fund management / ManCo / Investment / Asset management industry (or equivalent)
Experience analysing the investment performance of client portfolios for a Management Company (both UCITS and AIFMD) and/or experience of fund performance measurement and attribution is an advantage
Experienced within a variety of investment asset classes
Knowledge of CP86, UCITS & AIFS, European/Central Bank of Ireland fund regulations is desirable
Understanding of ESG in the context of investment will be favorably considered
A high level of proficiency with Microsoft applications including Excel, PowerPoint and Word is required
Experience with Bloomberg, Power BI, R, Python or similar would be beneficial
Clarity of analysis and of expression, both written and oral
A commitment to on-going professional and personal development
Excellent research skills and attention to detail

Job Responsibility

Reviewing fund-related reports provided by Investment Managers, Administrators and Depositaries
Tracking developments in markets to understand the implications for Waystone UCITS and AIFMD fund ranges incorporating equity, fixed income, balanced funds, hedge fund and private equity strategies
Analysing the investment performance of Waystone client portfolios for the Management Company (both UCITS and AIFMD)
Drafting documentation for monthly review by Waystone Investment Oversight Committee
Participating in regular calls with world-leading Investment Managers
Preparing investment commentary for Fund Boards
Monitoring and managing ESG/SFDR reporting by funds
Evaluating new fund proposals and highlighting the key factors to be considered when deciding whether these funds should be approved
Undertaking research across a variety of investment fund topics as requested by Senior Management

Fulltime

Senior Investment Associate - International Hotel Portfolio

A rare opportunity to join the investment arm of a globally recognised hospitali...

Location

United Kingdom , London

Salary:

Not provided

Madison Berkeley

Expiration Date

Until further notice

Requirements

4–7 years’ experience within a rigorous real estate investment environment (e.g., real estate private equity, real estate investment banking, principal investment or development platforms, real estate advisory with strong modelling exposure)
Exceptional financial modelling capability, particularly for development underwriting
Strong analytical and commercial judgement
Experience analysing complex real estate transactions
The confidence to operate within a small, principal-led team

Job Responsibility

Investment Underwriting & Financial Modelling: Building and maintaining complex ground-up development models
Structuring and modelling equity waterfalls and partnership structures
Analysing refinance and exit scenarios
Sensitivity analysis and downside testing across multiple development scenarios
Deal Evaluation & Investment Analysis: Assessing large-scale hospitality-led development opportunities in major gateway cities
Evaluating mixed-use schemes incorporating hotel, residential and complementary uses
Conducting market, demand and competitive analysis
Contributing to highest and best use strategies and development positioning
Investment Materials & Execution: Preparing investment committee materials and strategic analysis
Supporting capital partner presentations and investor materials

Fulltime

Portfolio & Investment Associate

Location

United States , Westchester County

Salary:

115000.00 - 250000.00 USD / Year

Daley and Associates

Expiration Date

Until further notice

Requirements

5-15 years of investment management experience, including mutual fund/ETF/alternative investment due diligence, and experience with systems such as FACTSET, Tamarac, Morningstar Direct, Salesforce, and E-Money
Strong Excel skills, coding skills, and familiarity with the Microsoft Office suite
CFA preferred

Job Responsibility

Support portfolio construction and rebalancing
Conduct attribution analysis, portfolio reporting, and performance analytics
Assist in qualitative and quantitative research of mutual funds, ETFs, hedge funds, private equity, and other investment vehicles
Execute and reconcile trades
oversee day-to-day portfolio administration
Prepare presentation materials for client and partner meetings, including allocation summaries, performance reports, and financial planning documents

Fulltime

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Investment Associate

Job Description

Job Responsibility

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Looking for more opportunities?

Investment Associate

Investment Associate

Investment Associate

Investment Associate

Associate - Investment Accounting

Associate – Investment Funds (4–6 PQE)

Senior Associate - Investment Management Oversight

Senior Investment Associate - International Hotel Portfolio

Portfolio & Investment Associate

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