Total 46 Investment Consultant job vacancies in Finance / Banking / Insurance category in The United States of America

1. Conduct thorough research and analysis of global macroeconomic trends and indicators.
2. Evaluate the performance and outlook of various financial markets, including equities, fixed income, currencies, and commodities.
3. Analyze the characteristics and potential risks associated with different financial products, such as mutual funds, ETFs, derivatives, and alternative investments.
4. Develop and implement investment strategies tailored to meet client objectives and risk preferences.
5. Monitor portfolio performance and recommend adjustments as needed based on changing market conditions and investment outlook.
6. Prepare comprehensive reports and presentations to communicate investment recommendations and insights to clients and internal stakeholders.

Why is this an exciting opportunity.

An inclusive and fun workplace where the alchemy of people and technology creates experiences people love and actions brand’s needs.

The opportunity to experience another world, learn a skill or do something you are passionate about outside of media through our annual Human Experience Day.

Flexible working – the ability to mould the way you want to work to fit your lifestyle.

A constantly evolving and personalised Learning and Development programme tailored to the training you need to drive your career development.

Local and Global Mobility – transferring to any agency within Publicis Groupe in Australia and internationally.

An onboarding program that commences from the point of you accepting our offer and shares everything that you need to know about Starcom and sets you up to achieve success throughout your first 6 months.

Progressive parental leave initiatives.

Wellbeing initiatives that support your ‘Wholeself’ – mental health initiatives which include a Publicis wide shut down in October each year to mark World Mental Health Day. We also have massages, flu shots, free breakfast and fruit and access to our Employee Assistance Program.

 

The transformation you will experience.

Perform media buying activities across all mediums and provide accurate reporting and investment services to both Investment and Business Management teams.

Your scope will include:

• Ensure that campaign spend does not exceed planned costs
• Supervise Exec/Co-Ord to ensure the following:
• Accurate reporting 
• Accurate and timely data entry of campaigns using correct rate cards, surveys, PO numbers and BCC commission rates
• Deliver highly competitive rates across all media outside of master media deals
• Must have total knowledge and understanding of client media contracts and implement all aspects correctly
• Present proactive, relevant media opportunities to client at planning stage and continuously throughout the year
• Provide client with latest market intelligence relevant to their business on a regular basis - e.g. email client weekly of a top rating program that they have bought into, create hype and excitement around each campaign
• Ensure media post reports are completed 1 week after all consolidated data for burst arrives and results are presented to the team including learnings.
• Must provide full campaign post report including media learning's and strategic insights
• Monthly Competitive reviews.
• Responsible that all reports are executed correctly.

 

What you’re looking for

• A supportive and collaborative culture
• Fulfil your career ambitions in a business large enough to accommodate them - we have one of the best mobility programs GLOBALLY!

 

What type of person will be successful in this role

• Competent in all media buying and planning fundamentals.
• 3-4+ years in industry
• Experience in market insight into trading, tracking and reporting of campaigns.
• If you can effectively utilise all available tools to perform trading, reporting, research and analysis, such as: BCC, eTAM, ZOOM TV Optimiser, ZOOM Planning Tools, TARDIIS, eRAM, Asteroid, MOVE and Microsoft Office

• Knowledge of core digital tools include Nielsen Answer, Ad Relevance, Social Tools, Bench tools, Google Insights

 

If you don’t tick every box in this ad, please don’t rule yourself out. Research suggests that women and other people in underrepresented groups tend to only apply if they meet every requirement. We focus on hiring people who share our values of inclusion, collaboration, adaptability, fearlessness, and integrity, rather than ticking boxes – so if this role resonates with you, please apply.

Diversity. Inclusion. Equity. More than just words, these are part of our DNA. At Publicis Groupe we are committed to the inclusion and recognition of all people; regardless of race, age, culture, ability, ethnicity, gender identity or expression, sexual orientation, marital status and religious affiliation. We believe that to deliver the best solutions to our clients, our people need to reflect the diverse communities in which our clients operate in. We value diversity and the skills, knowledge and experience that difference brings to our culture and solutions. 

Uniqueness is powerful; without it we wouldn’t be where we are today. So be you – we like it that way. 

We are committed to providing reasonable adjustments for people with disability or those that require additional support throughout the application process.  If you need any assistance or adjustments, please contact us via recruitment@publicisgroupe.com - your personal information will be kept confidential.

 

We are an established family office based in Singapore.

We are looking for a skilled Investment Analyst with 3 to 5 years of experience in investment research and analysis to be part of the Investment team.

You will support the investment decision-making process by conducting market research, financial analysis & modelling and due diligence.

Responsibilities

• Conduct research and analysis on potential investment opportunities across various asset classes, including stocks, fixed income, funds, private equity and alternative investments.
• Analyse financial statements and company performance and evaluate industry trends to identify investment opportunities and risks.
• Monitor existing investments and conduct performance analysis, with regular updates on the companies, market conditions and industry trends to our management.

Requirements

• University degree in business, finance or other suitable qualifications.
• Strong financial analysis skills with proficiency in investment valuation techniques and financial modelling.
• Proficiency in utilizing financial databases, research tools and software to gather and analyse investment data.
• Able to read and speak in Chinese as need to liaise with China counterparts.

Job Description:

1. Investment Analysis and Research:

· Conduct thorough analysis of investment opportunities across various asset classes including equities, fixed income, real estate, and alternative investments.

· Research and evaluate potential investments based on their risk-return profile, market trends, and financial performance.

· Prepare detailed investment memos and presentations for the Investment Committee.

2. Fund and Portfolio Management:

· Manage a portfolio of institution-sized capital, ensuring optimal asset allocation and risk management.

· Track and analyse portfolio performance against benchmarks and industry standards. Prepare regular performance reports for stakeholder and senior management.

3. Due Diligence:

· Conduct due diligence on investment managers, funds, and direct investments to ensure alignment with the family office's investment strategy and risk tolerance.

· Evaluate legal, financial, and operational aspects of potential investments.

4. Reporting and Compliance:

· Keep abreast of market developments, economic indicators and regulatory changes whilst regularly updating senior management and stakeholders on fund performance.

· Ensure compliance with regulatory requirements and internal investment policies.

5. Continuous Learning and Development:

· Stay updated with industry trends, market developments, and investment strategies.

· Continuously improve investment analysis techniques and methodologies.

6. Other Responsibilities:

· Assist in special projects and initiatives related to the investment function of the family office.

Real Estate & Property
Capital Transactions/ Investment
Australia
Permanent / Full Time



Exposure to a broad set of deals, both corporate and direct in nature
Work alongside a proven leadership team and numerous stakeholders daily
Opportunity to grow into a client-facing Investment Manager role in the future


Redpath Partners are pleased to be partnering with GreenFort Capital for the recruitment of an Investment Analyst.  A unique opportunity to work on a range of real estate and private equity investments that includes multiple asset classes.

Client
GreenFort Capital (GreenFort) is a Real Estate investment management business based in Brisbane managing a large portfolio of operating and real estate assets. The group focuses upon the ?living? sectors including, senior?s living, build to rent residential, social/disability housing, student accommodation, childcare, and other value add opportunities.



... Click here to view more detail / apply for Investment Analyst

About the Client

The Client is a prestigious global bank and they are seeking individuals who are enthusiastic about the investment market to join their team of investment advisers to bring greater value to their clients.

About the job

• Work closely with relationship managers to understand clients investment needs & preferences and risk appetite, thereafter, providing sound recommendations and advisory.
• An ideal candidate should have a strong understanding of investment products such as UTs, Bonds, Equities & structured products.
• Keep up with market trends & news and provide timely updates to the relationship managers & clients.
• Work together with the team and contribute to the production of collaterals for internal and external stakeholders.
• Adhere to all company policies & regulations.

Skills and experience required

1. Minimum 5 years of relevant banking sales experience
2. Good communication & interpersonal skills
3. Good understanding of financial markets & investment instruments

If you're interested in the above role, click on the 'apply' function now! Alternatively, you can contact Claudia at claudiaw@morganmckinley.com or 68183141 for a confidential discussion.

Only shortlisted candidates will be responded to, therefore if you do not receive a response within 14 days please accept this as notification that you have not been shortlisted.

EA Licence No : 11C5502 | Registration No : R2199597

Primary Roles & Responsibilities

• Update and maintain Investment accounting schedules in fixed deposits, fixed Income, funds and other investments.
• Update monthly bank reconciliation and help in month-end accounts closing.
• To liaise with banks, fund managers and custodians on interest rates, Foreign Exchange swap and all banking transactions.
• Support the CIO and investment team in treasury/cash flow management – placing of fixed deposit, foreign exchange swap, investment payments, claims payment, management expenses and current account.
• Support the CIO in managing the AUM and ensure adherence to Investment Policy limits.
• Trade settlement for investment. Timely settlement of trades with banks and custodian.
• Investment compliance. To liaise with banks and other counter parties on KYC and updates of records.
• To review and provide documentation required for account onboarding and maintenance.
• Work with IT department and external developers in maintaining and developing investment accounting software.

Secondary Roles & Responsibilities

• Support the Finance and IT department in liaising with banks in the development of cash collection.
• Support the CIO in managing the equity portfolio. Participate in Investment meetings, result updates. Recommend equity investment ideas.
• Support for MAS regulatory reporting.
• Duties and Responsibilities from time to time as deemed appropriate by the management.

Requirement

• Basic degree preferable in Finance, Business Administration or Accountancy.
• One to two years’ experience preferred. Candidates with no prior experience may also be considered.
• Proficiency in Bloomberg, Microsoft Excel and Portfolio Management administration and systems.
• Working Knowledge of Fund Administration, banking transaction process and procedure, investment products and valuation techniques.
• Team player committed and good communication skills.
• Knowledge of ESG Investment preferred but not essential.
• Singaporeans only

Our client is a reputable international bank with a significant presence in Asia, currently seeking a Senior Investment Adviser to support their business expansion.

about the job:

• Conduct in-depth financial analysis and market research to identify investment opportunities and risks.
• Formulate comprehensive investment strategies based on clients' financial objectives and market conditions.
• Construct and manage investment portfolios, ensuring alignment with clients' investment objectives and risk profiles.
• Monitor portfolio performance, conduct periodic reviews and make adjustments as needed to optimize returns and manage risk.
• Stay abreast of market trends, economic indicators, and geopolitical developments to inform investment decisions.

skills and experience required:

• Bachelor's Degree in Finance, Banking, Business Studies, or a related field, or equivalent professional certification (e.g. CFA).
• At least 5 years experience as an Investment Advisor with a focus on HNW/UHNW clients.
• Strong knowledge of global financial markets, investment products, and portfolio management.
• Ability to work collaboratively in a team-oriented environment.

*We regret to inform you that only shortlisted applicants will be notified.*

To apply online, please use the 'apply' function. Alternatively, you may contact Reenie at 6697 7943 / reenie.ng@adecco.com for a confidential discussion.

EA: 91C2918 | R2198716

What do you think about a job that provides you with:

• Flexible hours. Have the freedom to plan your own work schedule

• Opportunity to engage with different levels of market

• Achievable high income goals

• For professionals looking for career change and work-life balance, matching salary plus attractive bonuses

• Personal development plans. Designed with considerations of your individual strengths and business needs.

• Fast career track to management path

• Comprehensive training program on financial skills and knowledge

• Competitive compensation package with attractive bonuses and incentive trips

If you answered YES to these, then this is the RIGHT JOB for YOU!

The role as a Investment Management Trainee will be to develop & maintain good relationsips with clients and learn to expand your network with them on various financial matters.

Manage and make critical decisions on client’s investment portfolio, advice on matters relating to asset management - mortgage financing etc.

Responsibilities

- Learn and map out investment objectives for clientele using their CPF and Cash portfolio.

-Trainee will also be taught to utilise DISC Personality Assessment and Enneagram to improve your communication with clients.

- Understand and balance risk vs rewards across different financial instruments (from bonds to derivatives like options/futures etc

- Build long term relationships with clients

- Underwrite, analyse and close finance deals.

About You...

• Independent, driven and resourceful

• Aspires to be an entrepreneur and have the energy, drive and ambition to succeed

• An interest or knowledge in business finance/management will be an added advantage

• A positive attitude and willingness to learn

• No experiences required as training will be provided

• English and Mandarin speaking preferred

• Minimum Education of Diploma from Local (Singapore) Polytechnics only or Recognised Degree in any field or equivalent

You will be instrumental in ensuring we continue to build our pipeline for new rooms across both the UK, Ireland and Germany whilst developing the understanding and specialist skillset of investment appraisal.
Location: Dunstable, hybrid- a minimum of 3 days per week in the office
Job Type: Permanent
Why you'll love it here:

Bonus: Enjoy an annual Whitbread performance incentive worth up to 10% of base salary
Healthcare:Bupa
Discounts: Up to 60% discount on Premier Inn stays and 25% discount on our Restaurant brands

What you'll do:

Manage our ongoing investment cycle through which new site and extension appraisals progress through.
Lead on large parts of the annual PCR analysis for UK and Germany, building and maintaining the financial models needed to support the analysis
Considering how we can streamline, simplify and improve our ongoing processes to ensure our work remains robust as well as efficient.
Working with teams outside of finance to provide and communicate insight across the business regarding our modelling techniques and outputs.

What we need:

Ideally Part Qualified/Finalist Chartered Accountant (CIMA/ACCA/ACA) or equivalent experience.
Strong data analysis skillset ideally with prior financial modelling experience.
Personal drive to own processes and challenge status quo.
Working in a fast paced environment with strong prioritisation skills.
Business partnering non-finance stakeholders with value adding insight.

Be part of our Finance team at Whitbread:
Times are changing and our ambition is bigger than ever. This means huge things when it comes to budget and forecasting, and that's where our Finance team really springs into action. Finding the right answers to drive us forwards. With new concepts launching, new spaces secured and reams of plans in motion, there's no more exciting time to join than right now. Get to experience career growth that moves as fast as we do and be part of framing where we are heading. #LI1-MS

Join us as interns. This is a unique opportunity to experience at the intersections of venture investment, startup ecosystem, and disruptive maritime technologies. You can expect direct involvement with and mentoring from our seniors. If you are looking to enter the financial or maritime industry or be an aspiring entrepreneur, get right into the action!

YOUR RESPONSIBILITIES

• Assist with Marketing of ShipsFocus as a venture studio & maritime fund investor

• In charge of Deal Sourcing for potential investors & investments

• To conduct Investment Analysis of potential investors & investees

• To conduct Due Diligence for potential investments

• To prepare financial modelling & industry trend analysis

• Assist with planning other strategic initiatives

REQUIREMENTS

• Highly self-motivated individuals with leadership, ambitions and a go-getter attitude

• Exceptional academic credentials, co-curricular activities or professional (internship) experience with strong finance/analytics background

• Prior experience as Investment Analyst or similar portfolio in VC advantageous

• Detail-oriented, excellent qualitative & quantitative skills, analytical and independent thinking with superb presentation skills

• Keen interest to work in the technology and maritime sectors with strong communication & networking skills

• Proficient in financial modelling preferred

• Minimum 5 months’ full-time internship commitment

BENEFITS

• ShipsFocus interns will learn to take be entrusted with real job responsibilities

• You will be given full ownership of your projects

• You will be given opportunities to participate and lead in real work projects

• You will be able to apply your technical and soft skills in a dynamic team environment

• You can gain knowledge and learn from venture builders, capitalists and maritime domain experts

• You can gain in-depth knowledge and experience in a vibrant venture studio and the maritime tech startup ecosystem that we specialize in

Job Description:

1. Investment Analysis and Research:

· Lead analysis of investment opportunities across various asset classes including equities, fixed income, real estate, and alternative investments.

· Research and evaluate potential investments based on their risk-return profile, market trends, and financial performance.

· Generate investment ideas and optimize investment processes.

· Formulate and implement the investment strategies with a focus on alpha generation and attractive risk-adjusted returns through various market cycles.

· Prepare detailed investment memos and presentations for the Investment Committee.

2. Fund and Portfolio Management:

· Oversee a portfolio of institution-sized capital, ensuring optimal asset allocation and risk management.

· Assist in managing the family office's investment portfolio, including asset allocation, rebalancing, and performance tracking.

· Monitor the portfolio's performance and recommend adjustments to optimize returns and manage risks.

3. Relationship Management:

· Build and maintain relationships with external investment managers, advisors, and service providers.

· Ensure alignment of investment objectives by co-ordinating with team members, internal stakeholders and the ultimate beneficial owner.

4. Due Diligence:

· Design and lead due diligence on investment managers, funds, and direct investments to ensure alignment with the family office's investment strategy and risk tolerance.

· Evaluate legal, financial, and operational aspects of potential investments.

5. Reporting and Compliance:

· Keep abreast of market developments, economic indicators and regulatory changes whilst regularly updating senior management and stakeholders on fund performance.

· Monitor and ensure compliance with all relevant regulatory requirements and internal controls.

6. Continuous Learning and Development:

· Stay updated with industry trends, market developments, and investment strategies.

· Continuously improve investment analysis techniques and methodologies.

7. Other Responsibilities:

· Lead in special projects and initiatives related to the investment function of the family office.

Support the Investment Committee in setting investment policies and strategies.

Overview

We're looking for an experienced and motivated senior manager to support, influence and expand our submarine cable investments for the future growth of Microsoft fast-paced production environment—you must be agile , have financial acuman and able to analyse strategically while adapting to changing conditions and priorities.

The successful candidate will need excellent analytical, communication, negotiation, and collaboration skills. You will be working with people from many different teams and backgrounds requiring an open and growth mindset. You must be able to negotiate effectively, influence others and work cross-functionally to achieve broad goals. A proven track record of successfully managing subsea cable investment & construction projects, successful past & existing experience in building subsea cable systems for telecom companies, subsea cable operators or major cloud or major technology corporations. Managing stakeholders (consortium members, investors, telecom license landing partners, regulators etc.) is a crucial skillset that needs to be demonstrated resulting in measurable impact to be successful in this role.

In alignment with our Microsoft values, we are committed to cultivating an inclusive work environment for all employees to positively impact our culture every day.

Responsibilities

• High energy individual to manage stakeholders charged with designing and investing in critical network infrastructure that enable one of the world’s largest cloud & AI services.
• Positive can do attitude working attitude, growth mindset, always willing to learn & adapt, raise the bar for cultural change, able to grow, lead and retain high performing talent.
• Subsea cable investment analysis and related industry experiences to support mega construction projects.
• Knowledge of subsea investment and able to collaborate with investment team to identify opportunities to convert lease to long term owned assets to drive efficiency and growth.
• Be able to access financial, geopolitical risks, compliance standards, changes in regulatory associated with cable investments.
• Lead project initiatives for Microsoft Cloud Interconnection & Acquisitions team to improve efficiency and quality in the subsea projects that you manage.
• Collaborate with internal teams to identify and define strategic initiatives to meet expansion and cost reduction needs.
• Build strategic relationships with vendors, partners, and industry experts.
• Communicate progress, risk involved and collaborate with network deployment teams.
• Partner and ensure contracting compliance with service suppliers, legal team, and physical security teams for continuous and consistent rigor with regard to ensuring appropriate terms and conditions based on service type

Qualifications

Required Qualifications:

• BS or BA degree (In lieu of degree, 10 years relevant work experience)
• Industry experience with regard to Network infrastructure investment / planning and construction
• 5+ years of experience in submarine cable related networking technologies and deployments
• Good knowledge and experience in submarine cable systems
• Ability to collaborate with cross function teams and partners on potential cable projects

Ability to meet Microsoft, customer and/or government security screening requirements are required for this role. These requirements include but are not limited to the following specialized security screenings: Microsoft Cloud Background Check: This position will be required to pass the Microsoft Cloud background check upon hire/transfer and every two years thereafter.

Preferred Qualifications:

• 10 years of experience in Network Sourcing and Subsea Investment & Construction.
• Solid working understanding of domestic and global carrier networks and submarine cable systems
• Depth of experience presenting/communicating to executives and c-suite leadership
• Great problem solving, strategic thinking and technical skills.
• Business Acumen demonstrated through prior work or education
• Self-driven and ability to work with minimal direction
• Technical experience with databases, data integration and data access technologies
• Experience with a data driven/metrics-driven mindset and the ability to experiment, learn and improve

#COICareers

#IPACareers

Benefits/perks listed below may vary depending on the nature of your employment with Microsoft and the country where you work.

Microsoft is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to age, ancestry, citizenship, color, family or medical care leave, gender identity or expression, genetic information, immigration status, marital status, medical condition, national origin, physical or mental disability, political affiliation, protected veteran or military status, race, ethnicity, religion, sex (including pregnancy), sexual orientation, or any other characteristic protected by applicable local laws, regulations and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application process, read more about requesting accommodations.

Role and Responsibilities:

• Conduct active research, due diligence and analysis on investment opportunities with a focus on US Equities
• Execution of trades
• Responsible for constructing the company’s investment system, establishing funds and stocks selection models, and conducting fund selection as well as research work
• Monitor and review performance of existing investments in view of the entire portfolio and asset allocation
• Prepare monthly / quarterly / annual performance reports of the underlying investments and entire portfolio
• Actively monitor portfolio risk metrics by generating reports and building model scenarios
• Actively maintain and update investment pipeline and portfolio to build an institutional quality investment portfolio framework to meet and exceed the portfolio’s return objectives.
• Work closely with the firm’s network of bankers, auditors, lawyers on all potential investments

Requirements:

• A proven track record in managing investment portfolio in US Equities
• Possess Degree in Accounting, Finance, Business or Economics. CFA/CAIA qualification would be an advantage.
• Proficient in Microsoft Office, key research databases
• Familiar with a range of analytical tools, databases, software relevant for investments and portfolio management
• Excellent written, verbal communication skills and presentation skills
• Self-motivated and a good team player
• Able to work in a smaller, flexible environment

Job Purpose

This is a key role that focuses on supporting infrastructure investments in Keppel, managing the end-to-end investment process from underwriting potential investment opportunities, transactions management, deal conclusion with the various stakeholders, as well as, post-deal management. The key objective of this role will be to contribute to the execution and delivery of maximizing the risk-adjusted returns for the investments.

Key Responsibilities

• Support the senior team in identifying and evaluating potential investment opportunities, underwriting, structuring and executing transactions in Asia Pacific and other regions
• Conduct, review and maintain detailed financial modelling to assess or support prospective investments; Present financial analysis to key stakeholders
• Conduct and coordinate various due diligence work streams including but not limited to legal, financial, tax, commercial, technical and ESG due diligence for potential investments, working with internal functional teams and external advisers/ consultants
• Work with internal functional teams and external advisors to plan, negotiate and structure deal documentation, contracts and financing
• Prepare investment papers, presentations and other materials as required
• Project manage investment and divestment processes including participation in both auction and bilateral/ off-market transactions
• Support the planning and implementation of strategies around asset management including working alongside the investee companies on post-closing initiatives, i.e., integration plan, overseeing company’s performance, executing the business plan and investment exits.
• Responsible for periodic reporting, i.e., quarterly and annual investor meeting, and assist in developing marketing or communication materials for internal and external use

Job Requirements

• At least 7 years of relevant investment experience ideally in fund management or corporate finance/ M&A/ valuation in investment banks or corporate principal investment teams or accounting firms, focused on the infrastructure sector; Candidate with less than 7 years of experience but with superior relevant experience and skill sets would also be considered
• Strong academic qualifications
• Proficient with market and industry research in infrastructure
• Proactively manage and respond to daily tasks, detailed-oriented, willing and able to get hands dirty to meet targets with limited supervision
• Ability to multi-task, prioritize and work in a fast pace dynamic environment with high degree of flexibility and adaptability
• Independent and critical thinker with exceptional analytical ability; strong financial modelling skills
• The ability to make effective investment and asset management decisions
• Excellent stakeholder management skills and ability to build relationships and interact well with different functions and levels
• Excellent written and oral communication and presentation and interpersonal skills. Strong ability to communicate via Power Point, excel and orally
• Possess strong work ethic, accountability and a passion for excellence
• Willing to travel frequently, if required, to various key markets