Investment Management Associate Job at Madison Berkeley (London)

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

Associate Investment Management

Finance in Motion is a leading impact asset manager, structuring, managing, and ...

Location

Georgia , Tbilisi

Salary:

Not provided

Finance in Motion

Expiration Date

Until further notice

Requirements

Professional experience in banking or financial institutions
Demonstrated skills in analyzing financial institutions including banks, MFI and leasing companies etc.
Knowledge of development finance, including Micro/SME finance and/or EE/RE finance
Knowledge of the international and regional financial regulatory framework
Degree in economics, business administration, development finance, or a related field
Excellent command of written and spoken English
Strong analytical, writing and presentation skills enhanced by intercultural sensitivities
Relevant regional experience through professional assignments
Strong team player, open and engaging communication style, and strong inter-personal skills
Willingness to travel to other countries of operations

Job Responsibility

Origination and structuring of debt investments in financial institutions for the benefit of Micro/SME or Energy Efficiency / Renewable Energy (EE/RE) finance in Georgia and Azerbaijan
On- and off-site due diligence and monitoring of financial institutions (banks and non-bank financial institutions such as MFIs and leasing companies) and portfolios, including the organization of due diligences and writing of investment proposals
Monitoring of existing investees based on financial reports and statements
Monitoring/analysis of key market and economic developments with focus on Georgia/Azerbaijan and other countries of operation
Monitoring of financial sector regulatory and supervisory framework and policy
Supporting the market screening and mapping of eligible investees
Identifying institution building/technical assistance needs for financial institutions or market participants in the area of micro and SME as well as EE and RE finance and developing concepts and designs for the respective measures
Advancing responsible finance in countries of operations through respective dialogue, investment structuring, workshops and initiatives
Various additional tasks, as assigned by the supervisor

What we offer

An agile, widely diverse international working environment with employees of 68 nationalities
A job that allows you to fully utilize and expand your skills within an innovative, hands-on company culture
A purpose-driven, performance-oriented company that rewards above-average results
An organization dedicated to providing effective training and upskilling to its employees
A company that offers a flexible and amicable work environment, placing a high value on work-life balance

Private Investment Fund/Investment Management Associate

We are looking for a motivated Private Investment Fund/Investment Management Ass...

Location

United States , Stamford

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Juris Doctor (JD) degree from an accredited law school
Minimum of 2-3 years of experience in private investment fund formation or investment management, preferably at a large law firm or in-house
Solid understanding of fund structures, key fund terms, and securities regulations
Proven ability to draft and analyze complex legal documents with precision
Strong organizational and analytical skills to manage multiple priorities effectively
Demonstrated ability to work efficiently in a fast-paced, deadline-driven environment
Ideally admitted to the Connecticut Bar
however, admission is not required at the time of application. Candidates must be eligible for admission and commit to obtaining Connecticut Bar admission within three months of their start date

Job Responsibility

Assist with the establishment of private investment funds, including private equity, hedge funds, and other alternative investment vehicles
Draft, review, and refine essential fund documents such as private placement memoranda, partnership or operating agreements, subscription agreements, and side letters
Facilitate negotiations with investors and analyze investor-related documentation, including co-investment materials
Ensure compliance with securities laws by addressing exemptions under federal and state regulations
Conduct in-depth legal research on regulatory issues related to funds
Coordinate fund launch processes, including managing timelines and overseeing closings
Collaborate with senior attorneys, clients, and fund administrators to ensure seamless project execution

What we offer

medical, vision, dental, and life and disability insurance
eligible to enroll in our company 401(k) plan

Senior Associate, Product Management - Tech and Data Risk Management Product Team

Senior Associate, Product Management - Tech and Data Risk Management Product Tea...

Location

United States , McLean; Richmond

Salary:

101100.00 - 126900.00 USD / Year

Capital One

Expiration Date

Until further notice

Requirements

Bachelor’s degree or military experience
At least 1 year of product management experience or at least 1 year of experience in product design, agile delivery, business analysis, data science, or software engineering

Job Responsibility

Manage a Critical Product:Own the full product lifecycle, enabling Enterprise Data Risk Management to conduct second-line challenge of data asset management
Master the Data: Own the product analytics and become the go-to data expert. You will leverage product and risk data to uncover strategic insights that inform the roadmap, define KPIs, and drive key investment decisions
Lead AI Innovation:Serve as the strategic product leader, partnering with Risk Associates and Engineering teams to productionize Generative AI tools that deliver unprecedented efficiency and predictive insights
Be the Strategic Connector: Act as the key liaison between Tech & Data Risk Management experts and the GRC product team to ensure requirements are clear, prioritized, and delivered
Drive Transformation:Play a central role in a multi-year, company-wide effort to modernize and revolutionize Enterprise Risk Management through innovation

What we offer

performance based incentive compensation, which may include cash bonus(es) and/or long term incentives (LTI)
comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being

Fulltime

New

Junior Associate - Investment Risk Liquid Assets

The Junior Associate – Investment Risk will be an integral part of the Waystone ...

Location

Luxembourg , Senningerberg

Salary:

Not provided

Waystone Governance Ltd.

Expiration Date

Until further notice

Requirements

Hold a master’s degree in finance, risk management, business engineering, or mathematics
first experience in Finance is considered an asset
familiarity with Luxembourg’s fund industry and portfolio risk oversight framework for UCITS investment funds
fluent in English with very good writing and verbal communication skills
any other language would be considered an asset
experience in Python and/or VBA would be considered as an advantage

Job Responsibility

Monitoring of portfolio risks
monitor investment compliance (legal framework restrictions and investment strategy limits) and all levels of risk (market, credit, counterparty, liquidity, sustainability)
ensure timely checks, production and delivery of risk and compliance reports
effectively escalate, communicate and report breaches to fund managers and to the CSSF
assess and produce funds’ risk profile
follow up on client requests and ad-hoc investment product eligibility analysis

Fulltime

Finance Associate | Investment Manager

A highly regarded investment management firm with a strong reputation across alt...

Location

United States , Menlo Park

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

5-7+ years of experience in fund accounting, financial operations, public accounting, or asset management
Experience within private equity, venture capital, hedge funds, or alternative investments
Strong partnership accounting and technical accounting knowledge
Experience overseeing third-party administrators strongly preferred
Detail-oriented, organized, and comfortable managing multiple priorities
Collaborative mindset and strong communication skills
CPA is a plus, but not required

Job Responsibility

Review NAV packages and outsourced accounting work from fund administrators
Oversee financial operations across alternative investment products
Support investor reporting, compliance filings, and annual audits
Review expense allocations and monitor managed accounts
Partner with finance, legal, investments, and client service teams
Assist with operational improvements and oversight processes

What we offer

top-tier benefits
competitive compensation
work-life balance
medical
vision
dental
life and disability insurance
access to 401(k) plan

Fulltime

Investment Associate - Digital Infrastructure

We’re looking for an Investment Associate to join Legal & General Asset Manageme...

Location

United Kingdom , London

Salary:

Not provided

LegalAndGeneral

Expiration Date

Until further notice

Requirements

ACA or CFA qualification (or working towards)
Experience in a relevant transactional environment such as investment banking, private equity, corporate finance or a Big 4 firm
Strong financial modelling skills, including experience building DCF and/or LBO models
Good understanding of financial statements, capital structures and valuation techniques
Strong analytical thinking with the ability to translate insights into clear recommendations
Confident communication and presentation skills, with experience engaging a range of stakeholders
Interest in digital infrastructure and private markets, with a commercially aware mindset
Fluency in a European language (such as German, French, Spanish or Italian) beneficial

Job Responsibility

Supporting deal sourcing and screening activities across digital infrastructure sectors
Conducting sector research and market analysis to identify investment opportunities
Building and maintaining detailed financial models, including DCF and LBO analysis
Supporting all stages of transaction execution, including due diligence and valuation
Managing external advisors and reviewing outputs to inform investment decisions
Preparing investment papers and presenting insights to internal stakeholders and committees
Monitoring portfolio company performance, including reviewing reporting and supporting board-related activities
Contributing to wider strategy development, fundraising initiatives and corporate development activity

What we offer

The opportunity to participate in our annual, performance -related bonus plan and valuable share schemes
Generous pension contribution
Life assurance
Healthcare Plan (permanent employees only)
At least 25 days holiday, plus public holidays, 26 days after 2 years’ service. There’s also the option to buy and sell holiday
Competitive family leave
Participate in our electric car scheme, which offers employees the option to hire a brand-new electric car through tax efficient salary sacrifice (permanent employees only)
There are many discounts we offer – both for our own products and at a range of high street stores and online
We’re creating net‑zero carbon workplaces by 2030 by investing in our sustainable, modern offices across the UK, all designed to bring people together and elevate the in‑person experience

Fulltime

Wealth Management Associate Advisor

The Associate Advisor is a client-facing advisory role within our wealth managem...

Location

United States , Elk Grove Village

Salary:

80000.00 - 120000.00 USD / Year

Porte Brown LLC

Expiration Date

Until further notice

Requirements

Active FINRA Series 7 and Series 66 licenses required
2+ years of experience in wealth management, advisory support, financial planning, or client-facing financial services
Strong written and verbal communication skills with high attention to detail, sound judgement and effective time management
Working knowledge of Redtail, Nitrogen, MoneyguidePro
Ability to obtain Illinois Life and Health insurance licenses within 6 months of employment
CFP® designation preferred but not required
Bachelor's degree in a business-related field preferred

Job Responsibility

Prepare for client meetings by gathering and organizing data, updating planning software, building meeting materials, and documenting action items and follow-up tasks
Respond to client inquiries and collaborate with operations, compliance, and internal specialists to ensure accurate and timely execution
Partner with senior advisors to develop and deliver comprehensive financial planning strategies tailored to client goals and long-term objectives
Analyze client financial situations, including retirement readiness, tax-efficient strategies, investment allocation, estate considerations, and risk management needs
Participate in client meetings and contribute to relationship management through proactive planning discussions and strategic guidance
Collaborate with advisory team members to enhance the client experience, improve planning processes, and support firm growth initiatives
Conduct investment and market research to support portfolio construction, asset allocation decisions, and ongoing planning recommendations
Over time, this role will take on increased responsibility for managing client relationships, serving as a key point of contact for many of the firm’s emerging and smaller client households while continuing to collaborate with the broader advisory team

Fulltime

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Investment Management Associate

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