10 Best Investment Associate Job Descriptions

Investment Associate Job summary 1

We are seeking an Investment Associate to join our team. This is a role with endless opportunities, for candidates who want to truly empower their career and join a rapidly growing Firm. This position will mainly assist the firm advisors with workflow management, while delivering a superior experience to the firms clients. This role will provide client relationship support by ensuring all client needs are addressed, answering client questions, prepping advisors for client review meetings, and resolving other issues and tasks as necessary. The candidate should be tech savvy and always thorough in their work.

Investment Associate Duties & Responsibilities 1

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Investment Associate Requirements & Skills 1

Investment Associate Job summary 2

We seek an Investment Associate to join Research team. Working closely with senior management, you’ll act as a contributing member of the investment team with responsibilities throughout the investment process.

Investment Associate Duties & Responsibilities 2

Investment Associate Requirements & Skills 2

Investment Associate Job summary 3

The Investment Associate provides direct and primary operational support for all Company departments. Position prepares reports for weekly and monthly internal Finance Committee meetings. Interacts regularly with bank and broker personnel regarding client accounts. Works with some supervision and is responsible for making a minimal range of decisions, escalating to manager when appropriate and updating manager on a regular basis.

Investment Associate Duties & Responsibilities 3

Investment Associate Requirements & Skills 3

Investment Associate Job summary 4

The Investment Associate assigned to this position will be responsible for assisting the fixed income research team. The role will support the senior analysts in developing independent credit research for high yield bonds and loans. In addition, the successful candidate will also support the investment grade research function. The ideal candidate will have an interest and working knowledge of general accounting principles and financial statement analysis. This person should also have a basic understanding of bond math. In addition they should have an interest in learning how capital markets function and what drives economic cycles. In this function, the successful candidate will be required to collect and analyze qualitative and quantitative data which will be used to help inform the investment decision making process.

Investment Associate Duties & Responsibilities 4

Investment Associate Requirements & Skills 4

Investment Associate Job summary 5

We are currently seeking an Investment Associate to join our investment team. Primary responsibilities include business, financial, accounting and industry diligence, financial modeling / valuation, transaction structuring and project management. The position will combine elements of M&A, capital markets, private equity, growth equity investing, public market analysis, complex deal execution and strategy work. We are a small team where you can expect to work hard but get valuable exposure, experience and autonomy.

Investment Associate Duties & Responsibilities 5

Investment Associate Requirements & Skills 5

Investment Associate Job summary 6

We are currently seeking a full-time Investment Associate on behalf of a well-established client focused on healthcare-related real estate. This position entails a hybrid schedule of both remote & onsite work in the office.

Investment Associate Duties & Responsibilities 6

Investment Associate Requirements & Skills 6

Investment Associate Job summary 7

The Investment Associate is responsible for supporting the investment principal, director or managing director with all aspects of investments activity. This includes sourcing, diligence, structuring and closing and monitoring of companies for the strategic and financial benefit of Company.

Investment Associate Duties & Responsibilities 7

Investment Associate Requirements & Skills 7

Investment Associate Job summary 8

We are looking to expand our corporate venture capital team with an Investment Associate that will be involved in all stages of the corporate venture capital process: crafting of investment theses, deal sourcing, deal execution, and portfolio management.

Investment Associate Duties & Responsibilities 8

Investment Associate Requirements & Skills 8

Investment Associate Job summary 9

The Investment Associate will partner with Company’s Investment Finance team to analyze and underwrite a variety of transaction opportunities. This highly skilled team member will be a key member of the deal team and will have significant involvement in all aspects of the investment process.

Investment Associate Duties & Responsibilities 9

Investment Associate Requirements & Skills 9

Investment Associate Job summary 10

Reporting to the Chief Investment Officer, the Investment Associate will be a key member of a small investment team. The Investments Office is organized as a generalist team with every investment professional capable of working effectively in more than one asset class and ideally across a diversified, global portfolio. The Investment Associate will play a critical role in sourcing investment opportunities across asset classes and perform rigorous due diligence to develop a pipeline of potential managers and strategies for recommendation. The Investment Associate will also monitor and assess existing portfolio investments through manager meetings, performance and risk analysis and industry diligence. The Investment Associate will spearhead research projects on asset classes, industries and emerging investment opportunities.

Investment Associate Duties & Responsibilities 10

Investment Associate Requirements & Skills 10

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