Top Financial Technology firm seeks Investment Professional with strong private markets experience to perform investment due diligence. NYC-based; hybrid schedule. Competitive salary, performance-based bonuses, and a comprehensive health plan included.
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Investment Professional
in Financial Services PermanentJob Detail
Job Description
Job Summary: We are looking for a Front Office Investment Professional to join our dynamic investment team. This role will involve managing client relationships, developing investment strategies, and executing trades across various asset classes. The ideal candidate will possess strong analytical skills and a deep understanding of financial markets.
Key Responsibilities:
- Develop and implement investment strategies aligned with client objectives and risk profiles.
- Analyze market trends, economic indicators, and asset performance to make informed investment decisions.
- Private Markets Due Diligence for Investment to Operational assesments
- Build and maintain strong relationships with clients, providing regular updates on portfolio performance and market conditions.
- Prepare and present investment proposals and performance reports to clients and senior management.
- Stay informed about industry developments, regulatory changes, and macroeconomic factors affecting investment opportunities.
- 4-7 years of total experience in financial services
- Bachelor’s degree in finance, economics or a similar field of study
- Demonstrated quantitative and qualitative analytical skills
- Strong written communication skills and able to present in front of senior professionals in the industry
- Able to work independently
- Progressing or interest in pursuing a CFA is a plus
Benefits:
- Competitive salary and performance-based bonuses.
- Comprehensive health benefits.
- Opportunities for professional development and career advancement.
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