Senior Investment Associate
coda searchstaffingWhite Plains, NY
Senior Investment Associate
coda searchstaffingWhite Plains, NY
18 days ago
Industries
Portfolio Management and Investment AdviceMiscellaneous Financial Investment ActivitiesTrust, Fiduciary, and Custody ActivitiesAbout the role
Investment Research: Source, evaluate, and lead execution on opportunities across asset classes, strategies, sectors, and geographies. Due Diligence: Conduct qualitative and quantitative diligence on managers, co-investments and thematic opportunities. Ideally, more investing in funds and less direct investing. Analytics & Modeling: Build financial models, performance analyses and investment framework. Board & Management Reporting: prepare investment memoranda for the board, CIO, and senior stakeholders.
Qualifications:
6-10 years investment experience at family offices, endowments, foundations, or asset managers.
Strong quantitative and qualitative analysis.
MBA, CFA, highly preferred
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JOB OVERVIEW
Experience level
Lead
Location
White Plains, NY
Occupation
Financial and Investment Analysts
Industry
Portfolio Management and Investment Advice
Posted
18 days ago
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