Investment Analyst Salary at Citibank, Na BETA

ANALYST, INVESTMENTS JOB DESCRIPTION Company Background Founded in 1993, DivcoWest is a multi-disciplinary real estate investment firm headquartered in San Francisco, with offices in Los Angeles, Menlo Park, Cambridge, Washington DC, Austin, and New York City. Known for our long-standing relationships and track record of success in innovation markets, DivcoWest combines entrepreneurial spirit with an institutional approach. DivcoWest aims to create environments that inspire ingenuity, promote growth, and enhance the health, happiness, and well-being of all people. A disciplined code of ethics is at the core of all that we do. We believe that the collective energy of a diverse team is what drives our creative ideas and solutions. Summary The Analyst will provide direct assistance to the various members of the Investment and Development Team in supporting the Acquisitions and Asset Management functions. These areas of support include assisting implementation of business plans, leasing an

JOB DESCRIPTION The Kovitz Global Investment Committee evaluates investment managers and asset classes in the context of managing client portfolios. Our approach more closely resembles an endowment approach than a typical wealth manager. The analyst will work with senior investment team members to identify and research investment managers focused on both public and private investments. The research process emphasizes both qualitative and quantitative analysis. You will be speaking with investment managers, former manager employees, peer asset allocators, and other professionals relevant to building an investment thesis. Effective communication will be critical as you build an investment case, draft investment memos, and make recommendations to the team. This is an opportunity to join a team where one can bring meaningful contributions to the investment process and progress professionally within an established and growing wealth management firm. REQUIRED QUALIFICATIONS Entrepreneurial,

Job Description Under the direction of the team leader or manager, this position is involved in the process and review of individual and institutional accounts by ensuring that these accounts maintain a high level of consistency with respect to asset allocation, policy objectives and investment returns. Responsibilities Supports Portfolio Managers in their daily portfolio management duties. This includes: Maintaining and generating reports from the portfolio management and related systems to facilitate the investment process, improve efficiency, and mitigate risks. Executing accurate rebalances of client accounts on an ad hoc or large scale basis. Maintaining investment portfolio composites, which are target portfolios for client accounts, to ensure accuracy and to implement any changes to asset allocation or manager selection. Providing ongoing review of client accounts for policy exceptions and compliance and coordinates actions required to resolve issues that arise, including mainta

Responsibilities Gain comprehensive experience across the entire ownership cycle of real estate assets, from acquisitions through asset management to final disposition. Work closely with multiple team members to oversee a property’s lifecycle from start to finish. Develop a deep understanding of the commercial real estate industry while making meaningful contributions to a growing team. Collaborate with senior leadership and engage with various departments, including Acquisitions, Leasing, Portfolio Management, Property Management, Construction, Accounting, and Transactions. Assist in acquisition underwriting and financial analysis by creating ARGUS models and performing valuation sensitivity assessments. Track and analyze key financial and operational metrics, including tenant rent rolls, expense recoveries, capital expenditures, and debt service. Maintain ARGUS models to generate projected property-level cash flows and valuations. Prepare reports for stakeholders and lenders, ensurin

Overview Compound Planning, an SEC registered investment advisor with over $2.9B in AUM, is a high growth digital family office for entrepreneurs, professionals, and retirees. We're a team of seasoned financial advisors, technologists, tax professionals, and operators delivering a magical experience to clients powered by our world class team, holistic approach, and proprietary digital platform. General Description The Investment Analyst reports to the Chief Investment Officer is responsible for providing analytical and organizational support to the Compound Planning investment team. The position requires understanding of financial markets, including experience analyzing both public and private market securities and funds. The position will provide broad exposure to the firm's investment and trading process as well as the operations, engineering and financial advisor teams. Strong communication skills, especially with investment related topics, are essential. Responsibilities: Support t

About the role Behind many of life's most important transactions - buying a house, applying for a mortgage, getting a small business loan, or refinancing a credit card - is a network of credit relationships. Setpoint provides critical operational infrastructure for relationships between the world's largest banks, credit funds and capital markets counterparties. We're building trust in this system of credit. Setpoint is looking for an Investment Analyst to join the Investments team. This is an opportunity to have a big impact and partner with multiple functions across the organization. The ideal candidate will bring strong underwriting and analytical experience to the role. They will collaborate with internal and external stakeholders, and welcome the dynamic environment that comes with a fast growing company. Who will love this job A doer - you have a strong bias towards action and a 'get it done' mentality A data-driven thinker - you can use data and analysis to drive decision making

This is your opportunity to join AXIS Capital a trusted global provider of specialty lines insurance and reinsurance. We stand apart for our outstanding client service, intelligent risk taking and superior risk adjusted returns for our shareholders. We also proudly maintain an entrepreneurial, disciplined and ethical corporate culture. As a member of AXIS, you join a team that is among the best in the industry. At AXIS, we believe that we are only as strong as our people. We strive to create an inclusive and welcoming culture where employees of all backgrounds and from all walks of life feel comfortable and empowered to be themselves. This means that we bring our whole selves to work. All qualified applicants will receive consideration for employment without regard to race, color, religion or creed, sex, pregnancy, sexual orientation, gender identity or expression, national origin or ancestry, citizenship, physical or mental disability, age, marital status, civil union status, family o

Analyst - Investment Management Analysts are responsible for supporting the Investment Management Team in evaluating and monitoring investment opportunities. In this role, you will collaborate across Teams to help inform leadership in investment due diligence, decisions, and monitoring, contributing to the Firm's overall success. Key Responsibilities: Evaluate new investment opportunities and support the monitoring of existing investments, primarily across the full range of private markets Collaborate on initial due diligence and prepare Investment Memos to be presented to the Investment Committee Assist the Portfolio Management Team in monitoring and tracking existing investments and portfolios, including gathering and analyzing data on existing investments Success as an Analyst in the Investment Management team will be measured by: High-quality investment diligence and analysis, culminating in the creation of Investment Committee memos Ability to deliver quality work, on time, with s