Portfolio & Investment Associate Job at Daley and Associates (Westchester County)

Investment associate, renewable energy

Lead the investment strategy for a dynamic, rapidly growing renewable energy com...

Location

Japan , Tokyo

Salary:

13000000.00 - 17000000.00 JPY / Year

Randstad

Expiration Date

September 01, 2026

Requirements

Bachelor's degree
3-4 years of experience in finance
Finance and Accounting skills
Financial modelling skills
Business-level Japanese and English
High communication skills (speaking & writing)

Job Responsibility

Lead the origination and execution of investments in renewable energy projects
Conduct thorough due diligence on potential investments, including financial modeling and risk assessment
Develop and maintain investment theses for various renewable energy sectors
Manage the firm's portfolio of existing investments, monitoring performance and identifying opportunities for optimization
Build and maintain relationships with key stakeholders, including developers, lenders, and government officials
Prepare comprehensive investment memos and presentations for senior management

What we offer

健康保険
厚生年金保険
雇用保険
土曜日
日曜日
祝日

Fulltime

Investment Management Operations Associate

As an Operations Associate, you will support day-to-day investment operational a...

Location

United Kingdom , London

Salary:

Not provided

Orbis Consultants

Expiration Date

Until further notice

Requirements

3+ years of wealth operations experience
Strong understanding of a broad range of financial instruments
Knowledge of financial markets, investment strategies, and operational processes
Excellent analytical capabilities with strong problem-solving skills
Clear and confident communication, both written and verbal

Job Responsibility

Manage daily dealing activity, order execution, trade settlements, and reconciliation
Oversee cash management, corporate actions, and risk-related controls
Support fund reporting and communication with Authorised Corporate Directors (ACDs)
Ensure client portfolios remain aligned to agreed model strategies, maintaining appropriate tolerances across multiple platforms
Uphold regulatory standards, internal controls, and operational best practices
Ensure all trading and operational processes meet industry and governance requirements

Fulltime

Private Markets Investment Due Diligence Associate Analyst

Albourne Partners (Canada) Limited is looking for a Private Markets Investment D...

Location

Canada , Toronto

Salary:

Not provided

Albourne

Expiration Date

Until further notice

Requirements

University graduate or equivalent with 2+ years of experience in alternative fund investment due diligence, investment management, or related experience
Solid understanding of financial markets and terminology, with a preference for knowledge of private credit or credit markets more broadly
Possession of or progression towards relevant professional qualifications (e.g., CFA, CAIA) is an asset
Proficiency in Microsoft 365, including PowerPoint, Word, Outlook, Teams, and Copilot, with advanced skills in Excel
Excellent written and oral communication skills
Experience producing written research reports or deal memos as a deliverable
Proactive self-starter, proficient in time management and multitasking
Professional demeanor with refined interpersonal skills
Willingness and ability to travel to the U.S. and internationally, as required

Job Responsibility

Assist in maintaining and expanding Albourne’s coverage of Private Credit fund offerings – the primary deliverable is a written research report based on qualitative and quantitative analysis
The due diligence process includes the initial screening of investment managers
participating in meetings with the managers
quantitative performance analysis
engaging in an open dialogue with both colleagues and fund managers
and participating in the fund rating process
Coordinating diligence call schedules, drafting internal meeting notes, and ensuring the predefined research process is adhered to
Fund coverage includes initiating ‘new’ research and ratings on Private Credit offerings raising capital, as well as assisting with ongoing monitoring of funds to ensure accuracy of existing ratings and ratings, coverage of client portfolios, and comprehensive strategy coverage
To the extent possible, help build relationships between Albourne, the client and fund managers to assist with access to data/information, key decision makers, and fund allocations
Assist PM IDD Senior Analysts in the periodic production of strategy forecasts for Private Credit strategies

What we offer

Competitive total rewards including a discretionary bonus scheme and optional GRSP with employer contributions
Flexible work options, with hybrid arrangements available where possible
Generous paid time off, inclusive of vacation leave
A focus on professional development through internal learning opportunities, support for relevant certifications, and a dedicated internal mentorship program
Comprehensive health benefits including dental, vision, and mental health support
Wellness programs and sponsored volunteering opportunities
A welcoming culture that embraces diversity and fosters equity and belonging for all
Office celebrations, events, and weekly social hours
Casual dress and a collaborative, collegial team environment

Fulltime

Hedge Fund Investment Due Diligence Associate Analyst - Equity Long/Short

We are looking for an Associate Analyst to join our Hedge Fund Investment Due Di...

Location

United Kingdom , London

Salary:

Not provided

Albourne

Expiration Date

Until further notice

Requirements

University graduate or equivalent with 1 – 3 years’ experience with knowledge of Hedge Funds (preferred)
Possession of or advanced progression towards relevant professional qualifications (i.e. CFA, CAIA)
Strong Excel skills
Literate in financial markets and terminology
Knowledge of Bloomberg
Excellent written and oral communication skills
Proactive self-starter, proficient time management and multi-tasking
Professional demeanor and strong interpersonal skills
Regulatory registration (dependent on regional requirements)

Job Responsibility

Fund Investment Due Diligence: The Fund investment due diligence process includes the initial screening of investment managers
participating in meetings with the managers
quantitative performance analysis and qualitative due diligence
Prepare written meeting notes and assist in the preparation of investment due diligence reports
Provide ongoing monitoring of funds in client portfolios or on fund lists in the given strategy to ensure accuracy of existing research and ratings
To the extent possible help build relationships between Albourne, the client and covered managers to assist with client access to funds
Strategy Analysis: Assist in the production of strategy forecasting for assigned strategies within Hedge Funds
Assist in the production and maintenance of asset class/industry research outlining the key attributes, trends and drivers of a given strategy
Identify and recommend any additional tools or analytics which will enhance the overall accuracy of Albourne’s research
Additional Responsibilities: Ensure internal database is maintained with up-to-date information

Fulltime

Hedge Fund Investment Due Diligence Associate Analyst

We are looking for an Associate Analyst to join our Hedge Fund Investment Due Di...

Location

Hong Kong , Hong Kong

Salary:

Not provided

Albourne

Expiration Date

Until further notice

Requirements

University graduate or equivalent with 1 – 3 years’ experience with knowledge of Hedge Funds (preferred)
Possession of or advanced progression towards relevant professional qualifications (i.e. CFA, CAIA)
Excellent written English and oral communication skills in both English and Mandarin is a plus
Strong knowledge of finance and markets
Good Excel skills and knowledge of Bloomberg
Proactive self-starter and demonstrate intellectual curiosity
Professional demeanor and strong interpersonal skills
Travel (frequent)
Regulatory registration with the SFC will need to be obtained within one year of joining

Job Responsibility

Fund Investment Due Diligence: initial screening of investment managers
participating in meetings with the managers
quantitative performance analysis and qualitative due diligence
Prepare written meeting notes and assist in the preparation of investment due diligence reports
Provide ongoing monitoring of funds in client portfolios or on fund lists in the given strategy
help build relationships between Albourne, the client and covered managers
Strategy Analysis: Assist in the monthly production and maintenance of asset class/industry research
Utilize analytical tools to enhance the overall accuracy of Albourne’s research
Identify industry trends and new areas of coverage
Additional Responsibilities: Ensure internal database is maintained with up-to-date information

What we offer

Professional development support
22 days' annual leave
Discretionary bonus scheme
Private medical and dental insurance
Business travel insurance

Fulltime

Finance Associate

We are seeking a Finance Associate to join our team in the Financial Services in...

Location

United States , Boston

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Minimum of 2 years experience as a Finance Associate or in a similar role within the Financial Services industry
Proficient in Accounts Payable (AP) and Accounts Receivable (AR) procedures
Experience with Bank Reconciliations
Familiarity with General Ledger and Journal Entries
Proven experience with Month End Close operations
Proficient in using financial software applications such as NetSuite, Oracle, QuickBooks, and SAP
Strong analytical abilities and attention to detail
Excellent communication and organizational skills
Bachelor’s degree in Finance, Accounting, or related field
Certified Public Accountant (CPA) or Certified Management Accountant (CMA) is a plus

Job Responsibility

Treasury and Banking Support
Cash Management and Reconciliation
Investment Administration
Operational and Reporting Support
Account for a high volume of daily activity for various entities in Investran which serves as the general ledger system and the portfolio accounting system
Assist in preparation of regular reporting as well as frequent ad hoc deliverables
Prepare weekly report of investment and cash activity
Reconcile and review cash inflows and outflows daily
Maintain budgets and assist in forecasting of upcoming cash flows
Participate in cash management, such as processing payments and strategically managing cash

What we offer

medical, vision, dental, and life and disability insurance
access to company 401(k) plan

Fulltime

Portfolio Manager

As a Portfolio Manager I, you’ll meet with assigned clients on a regular basis, ...

Location

United States , Columbia

Salary:

80000.00 - 121000.00 USD / Year

Commerce Bank

Expiration Date

Until further notice

Requirements

Bachelor’s degree or equivalent combination of education and experience required
1+ year trust, bank or investment management experience required
Basic knowledge of the investment industry
Ability to maintain a valid driver’s license and meet Commerce Bank’s driving record criteria
Motivated and organized self-starter with strong attention to detail and the ability to manage multiple priorities
Inquisitive, agile and strong team player with excellent written, verbal and interpersonal communication skills
Ability to remain adaptable and resilient to all situations with an optimistic outlook and cast a positive shadow that is aligned with our culture and Core Values
Intermediate level proficiency with Microsoft Word, Excel and Outlook

Job Responsibility

Meet with assigned clients on a regular basis, provide portfolio and investment reporting and make investment recommendations as appropriate
Determine appropriate investment objective of assigned client investment portfolios, work with the client and administrative officer as appropriate
Provide information to clients regarding general market and economic conditions, consistent with the investment and economic market outlook
Review existing client portfolios to ensure investment objectives are being met, portfolios are in compliance with investment objectives and Commerce security-specific recommendations
Provide timely implementation of security-specific recommendations in assigned client portfolios
Pro-actively discuss investment and/or client problems and concerns with leadership in order to promote timely resolution of outstanding issues
Provide support to the investment committees by providing complete and timely information about assigned client portfolios
Maintain constructive, pro-active working relationship with private client associates to provide timely client service
Participate in new business development
Perform other duties as assigned

What we offer

employer sponsored health, dental, and vision insurance
401(k)
life insurance
paid vacation
paid personal time
career development
education assistance
voluntary supplemental benefits
performance-based incentive plan(s)

Fulltime

Associate Advisor

Our client, a top-tier Registered Investment Advisor with $10 billion in assets ...

Location

United States , San Francisco

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

4+ years of experience with an RIA or similar organization, with a proven track record of engaging directly with high-net-worth clients
Certified Financial Planner (CFP) designation is a must
Exceptional ability to manage multiple high-profile client relationships and seamlessly coordinate across teams for superior outcomes

Job Responsibility

Be the go-to contact for client communications, building lasting relationships
Assess client portfolios and deliver strategic, personalized recommendations
Prepare in-depth materials for client meetings, showcasing analyses of cash needs and asset allocations
Execute advanced spreadsheet analyses for intricate financial scenarios, such as tax loss harvesting and restricted wealth transfer strategies

What we offer

comprehensive healthcare benefits
generous paid time off
strong commitment to professional growth

Fulltime

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Portfolio & Investment Associate

Daley and Associates

Location:
United States , Westchester County

Category:
Finance

Contract Type:
Not provided

Salary:

Job Responsibility:

Requirements:

Additional Information:

Job Posted:
April 23, 2026

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Portfolio & Investment Associate

Daley and Associates

Location:United States , Westchester County

Category:Finance

Contract Type:Not provided

Salary:

Job Responsibility:

Requirements:

Additional Information:

Job Posted:April 23, 2026

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