Investments Associate


Washington
Permanent
USD120000 - USD150000
Investment Management
PR/528953_1737495530

Investments Associate

About Us:

We are a leading investment firm specializing in real estate private equity investments. We are committed to delivering superior returns to our clients through strategic investment decisions and rigorous risk management. Our team of experienced professionals is dedicated to maintaining the highest standards of integrity and excellence in all our investment activities.

Investments Associate:

We are seeking a highly motivated and detail-oriented Investments Associate to join our dynamic team in Washington, DC. The Investments Associate will play a critical role in supporting the investment team by conducting market research, analyzing financial data, and assisting in the management of investment portfolios.

Key Responsibilities:

  • Market Research: Conduct detailed research and analysis on investment opportunities, market trends, and economic conditions.
  • Financial Analysis: Analyze financial statements, prepare financial models, and evaluate the performance of potential investments.
  • Portfolio Management: Assist in monitoring and managing investment portfolios to ensure alignment with the firm's investment strategies and objectives.
  • Investment Recommendations: Provide insights and recommendations based on thorough research and analysis to support investment decision-making.
  • Reporting: Prepare comprehensive investment reports and presentations for senior management and clients.
  • Client Interaction: Interface with clients to understand their investment needs and objectives, and provide regular updates on portfolio performance.
  • Compliance: Ensure compliance with industry regulations and company policies in all investment activities.
  • Due Diligence: Assist in the due diligence process for potential investment opportunities, including site visits and meetings with management teams.

Qualifications:

  • Bachelor's degree in Finance, Economics, Business, or a related field.
  • 3-5 years of experience in investment banking, private equity, asset management, or a related field.
  • Strong analytical and quantitative skills, with proficiency in financial modeling and analysis.
  • Institutional experience is a plus
  • Excellent communication and presentation skills.
  • Ability to work independently and as part of a team in a fast-paced environment.
  • Proficiency in Microsoft Office Suite, particularly Excel and PowerPoint.
  • Knowledge of financial markets and investment strategies.

FAQs

Congratulations, we understand that taking the time to apply is a big step. When you apply, your details go directly to the consultant who is sourcing talent. Due to demand, we may not get back to all applicants that have applied. However, we always keep your CV and details on file so when we see similar roles or see skillsets that drive growth in organisations, we will always reach out to discuss opportunities.

Yes. Even if this role isn’t a perfect match, applying allows us to understand your expertise and ambitions, ensuring you're on our radar for the right opportunity when it arises.

We also work in several ways, firstly we advertise our roles available on our site, however, often due to confidentiality we may not post all. We also work with clients who are more focused on skills and understanding what is required to future-proof their business. 

That's why we recommend registering your CV so you can be considered for roles that have yet to be created. 

Yes, we help with CV and interview preparation. From customised support on how to optimise your CV to interview preparation and compensation negotiations, we advocate for you throughout your next career move.

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