5,803 Investment jobs in the United States

• Conduct fundamental analysis of publicly traded securities, including equities, fixed income, and alternative investments.
• Develop and maintain sophisticated financial models to forecast company performance and valuation.
• Analyze macroeconomic trends and assess their impact on investment portfolios.
• Monitor and report on the performance of existing investments, identifying variances and recommending adjustments.
• Assist in the development and implementation of investment strategies and asset allocation models.
• Prepare detailed investment research reports and presentations for portfolio managers and investment committees.
• Evaluate new investment opportunities and conduct due diligence on potential investments.
• Collaborate with traders and portfolio managers to execute investment decisions.
• Stay current with market developments, industry trends, and regulatory changes impacting investment management.
• Ensure compliance with all firm policies, procedures, and regulatory requirements.

• Bachelor's degree in Finance, Economics, Accounting, or a related field.
• Minimum of 5 years of experience in investment analysis, portfolio management, or a related financial role.
• Strong understanding of financial markets, investment instruments, and valuation methodologies.
• Proficiency in financial modeling and data analysis using Excel and other analytical tools.
• Excellent quantitative and qualitative analytical skills.
• CFA designation or progress towards it is highly preferred.
• Strong written and verbal communication skills, with the ability to present complex information clearly.
• Ability to work effectively in a team environment and manage multiple priorities.
• Detail-oriented with a commitment to accuracy.

• Performing comprehensive financial analysis of companies, industries, and macroeconomic trends.
• Developing and implementing investment strategies and asset allocation models.
• Conducting due diligence on potential investments, including equity, fixed income, and alternative assets.
• Monitoring portfolio performance and identifying risks and opportunities for adjustment.
• Preparing investment reports, presentations, and recommendations for clients and internal stakeholders.
• Collaborating with client advisors to understand client needs and tailor investment solutions.
• Staying abreast of market developments, regulatory changes, and new financial products.
• Utilizing financial modeling and valuation techniques to assess investment attractiveness.
• Participating in investment committee meetings and contributing to strategic discussions.
• Mentoring junior analysts and supporting the growth of the investment team.

INVESTMENT CONSULTANT

WHAT IS THE OPPORTUNITY?

Expand and deepen the network of Independent Financial Advisors, CPA's & attorneys referring clients to Rochdale and to communicate and meet high net worth investors who have expressed an interest in CNR investment services. Develops "partnering" relationships with Independent Financial Advisor, accounting firms, and estate planning firms with the objective of providing the highest level of investment management services to their clients. Performance in the role is based on the acquisition of new assets under management.

WHAT WILL YOU DO?

• Develop and implement programs designed to increase the quality and quantity of Independent Financial Advisors, accounting and law firms referring clients to CNR.

• Ensure that Independent Financial Advisors are kept abreast of firm and industry developments.

• Ensure that the transition from the sales process to portfolio management is smooth and accurate.

• Facilitate the new accounts and

Expand and deepen the network of Independent Financial Advisors, CPA's & attorneys referring clients to Rochdale and to communicate and meet high net worth investors who have expressed an interest in CNR investment services. Develops "partnering" relationships with Independent Financial Advisor, accounting firms, and estate planning firms with the objective of providing the highest level of investment management services to their clients. Performance in the role is based on the acquisition of new assets under management.

Develop and implement programs designed to increase the quality and quantity of Independent Financial Advisors, accounting and law firms referring clients to CNR. Ensure that Independent Financial Advisors are kept abreast of firm and industry developments. Ensure that the transition from the sales process to portfolio management is smooth and accurate. Facilitate the new accounts and

About Us

About the Company: Pacific Urban Investors (PUI) is an industry leading multi-family investment firm and pension fund manager. Headquartered in Northern Californias innovative Silicon Valley, PUI is focused exclusively on the multi-family rental space. The firm has successfully deployed well-timed strategies to the benefit of its institutional partners and stakeholders throughout the United States.

Since its inception in 1998, Pacific has completed over $8 billion in apartment transactions on behalf of its own

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Company Overview:

Primitiva Global, with dual headquarters in Silicon Valley and Hong Kong, is a multi-asset allocator across a diverse range of funds. As a forward-thinking global investment platform dedicated to reimagining the investment landscape, we unite the brightest minds and strive to make a tangible impact for the better.

You will be responsible for:

• Source and identify top quality funds across a diverse set of asset classes and geographies
• Contribute to investment decisions with rigorous investment research on macro level, sector level, fund level and at times asset level
• Contribute to global asset allocation strategy based on top down and bottom up analysis
• Build and improve internal investment process and discipline
• Expand and maintain expert network and information database
• Assist with regional operations and administrations

Qualifications we are looking for:

• At least two years experience in an institutional setting as an asset allocator
• CFA III equivalent knowledge; familiar with concepts spanning across macroeconomics, asset pricing and valuation, fund operation, portfolio theory, derivative pricing
• Extremely rigorous and critical thinker, fast and curious learner
• High level of data acumen to derive proprietary insight from data analytics and expert interviews
• Self starter who thrive in an independent and highly unstructured environment

What we offer:

• High responsibility from day 1
• Wide array of exposure in asset classes and geography
• Collaborative, dynamic, low-hierarchy, growth-mindset culture

No cover letter required, but it would be very helpful if you could include a writing sample of your previous investment research to

• Seniority level Entry level

• Employment type Full-time

• Job function Finance and Sales

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Job DetailsJob LocationWestlake, OHPosition TypeFull TimeEducation LevelHigh SchoolJob CategoryCustomer ServiceDescription*This position is based out of our Westlake, OH office and is eligible for a hybrid schedule after the probationary period.JOB OVERVIEW:The Investment Processor - Private Debt reviews alternative investment paperwork to assure accurate completion of proper investment documentation. Liaison serves as a single point of contact and is required to provide a superior level of service to our clients, advisors, and asset sponsors through various forms of communication. Accurate, timely and efficient processing of all investment activities is a requirement of the liaison position to meet investors closing deadlines.RESPONSIBILITIES & DUTIESServices multiple clients through managing a workflow queue, identify problems and achieve resolutionProvides consistent updates to clients and third parties via telephone and email promptly and professionally as necessaryAnswers internal and external phone calls, make outbound phone calls to clients, advisors, and asset sponsorsCompletes investment requests while striving for a zero-error rateBuilds rapport with high-net-worth individuals, industry professionals and advisorsWorks with multiple departments in the company to assist in managing the investor experienceWorks independently as well as in a team environment to assist when neededStrong interpersonal skills with the ability to effectively communicate with peers and senior managementExercises judgment to know when to escalate issues to a manager or supervisorPerform other duties as assignedQUALIFICATIONSHigh School Diploma or equivalentAssociates Degree in Business/Finance preferredReal Estate, Loan, Financial or Banking background preferredMinimum 3 years of experience in an operationally driven environment preferred3+ years of customer service experience preferredProven track record of successfully managing projects from inception to completionPROFESSIONAL CERTIFICATIONSNone requiredTECHNICAL SKILLSTo be successful in this role, you should have experience with and an understanding of the following:Intermediate level proficiency in Microsoft OfficeCULTURAL COMPETENCIESIn addition to our core company competencies of Cultivates Innovation, Nimble Learning, Action Oriented, Collaborates, and Being Resilient, a successful candidate in this role should exhibit the following behavioral competencies:Communicates EffectivelyCustomer FocusPlans & AlignsBalances StakeholdersPHYSICAL DEMANDS/WORK ENVIRONMENTThis job operates in a professional office environment and routinely uses standard office equipment. While performing the duties of this job, the associate is regularly required to speak and hear. The associate is frequently required to sit for extended periods of time, as well as stand, walk, use hands and fingers, and reach with hands and arms. This job requires the ability to lift files, open filing cabinets, and bend or stand on a stool as necessary.DISCLAIMER/ASSOCIATE ACKNOWLEDGEMENTThe above statements describe the general nature and level of work only. They are not an exhaustive list of all required responsibilities, duties, and skills. Other duties may be added, or this description amended at any time.

Reporting to the Managing Director responsible for the Absolute Return, Credit and Fixed Income portfolios, the Analyst will be an integral part of the investment team and will ideally have had exposure to various asset classes. The role involves assisting with sourcing, evaluating, and monitoring external managers, as well as contributing to asset allocation, portfolio construction, and risk management decisions. The ideal candidate should be deeply dedicated to Getty and its mission.

Getty has engaged Pinnacle Group for this search. If you would like to be considered for this opportunity, please send your resume to Trevor Esse at He will review your background concerning the position and contact you as appropriate. Only individuals who express interest in this way will be considered as part of this search.

This role encompasses a range of responsibilities, including but not limited to those outlined below.

Conducting comprehensive research and data analysis on investment managers, markets, and opportunities
• Assisting with the due diligence processes for prospective investments, including meeting summaries, data room management, investment memo preparation, and quantitative analysis
• Monitoring existing manager relationships by analyzing and summarizing qualitative and quantitative updates
• Contributing to the development and review of quarterly Investment Committee meeting materials
• Generating reports in collaboration with the investment operations team to analyze fund, asset class and portfolio-level exposures, risk metrics, fund flows, liquidity, and performance
• Coordinating reference calls, legal reviews, funding sources, and operational requirements with internal operations staff and outside service providers
• Remaining current on investment strategies, portfolio positions, new managers and market trends by conducting independent research and attending conferences
• Building and maintaining a network of industry contacts within the investment community
• Engaging in projects across all asset classes and assisting colleagues as needed

• College or university degree
• 2-5 years of relevant experience at a foundation, endowment, family office, financial institution, or consulting firm

• Intellectually curious and motivated self-starter
• Proficient in multitasking and deadline management
• Excellent verbal and written communication skills
• Strong quantitative and analytical skills integrating a data-driven approach to investment diligence and research
• Strong organizational skills with a high attention to detail
• Strong computer skills and adeptness at learning new technology, familiarity with Caissa and Bloomberg a plus
• Team-oriented and willing to roll up their sleeves to contribute to the group's common objectives
• High level of integrity, honesty, and sense of fiduciary duty

Here are just some examples that Getty offers/provides for full-time employees:

• Medical, Dental and Vision insurance coverage, starting on date of hire. Getty pays 75%-95% of the premium, depending on the plan selected.
• 403(b) Employee Investment retirement plan - with up to 5% Getty Match
• Getty contribution of 6%, on behalf of employee, to 401(a) retirement