Investment Analyst Salary at Cqs BETA

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

About: Registered Investment Advisor specializing in long-only investment strategies. The firm prides themselves on their commitment to excellence and delivering superior returns for their clients. The team is composed of seasoned professionals dedicated to innovative investment solutions and rigorous financial analysis. Position Overview: The firm is looking for an Analyst that has prior experience working on the buy or sell-side, preferably a CFA charterholder. The successful candidate will be responsible for conducting in-depth research, financial analysis, and portfolio management to support our investment decisions. Key Responsibilities: Conduct comprehensive research and analysis of companies within across sectors and geographies. Develop and maintain financial models to support investment recommendations. Monitor market trends, industry developments, and economic indicators to identify investment opportunities. Prepare detailed investment reports and presentations for the portfo

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

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

Who We Are: NFP, an Aon Company, is a multi-year Best Places to Work award winner in Business Insurance. We are an organization of consultative advisors and problem solvers. We help companies and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach. To learn more, please visit: https://www.NFP.com. Summary: The Investment Analyst is primarily responsible for quarterly investment review production and support of the investment team. This is a role that requires comfort with administrative tasks but also will come with learning and growth opportunities to expand responsibilities as depth of knowledge around qualified retirement plan investments improves. Essential Duties and Responsibilities: Provide administrative support to the Atlantic region investment team Investment research and preparation of quarterly investment commentary Attend meetings with fund representati

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

Investment Analyst About the Role: We are seeking a detail-oriented and strategic Investment Analyst to support the optimization of our healthcare and pharmacy-related financial operations. In this role, you’ll analyze and manage a diverse portfolio of programs to drive performance, ensure regulatory compliance, and support strategic initiatives. You’ll collaborate with cross-functional teams and provide actionable insights to senior leadership. This is a great opportunity to make a direct impact in a fast-paced, mission-driven organization focused on innovation in the healthcare space. Key Responsibilities: Manage and analyze a portfolio of projects to ensure financial efficiency and operational effectiveness. Evaluate data related to healthcare services such as claims processing, formulary management, and pharmacy network performance. Collaborate with legal, clinical, compliance, and operations teams to improve portfolio outcomes. Monitor industry regulations, trends, and market shif

Thor Urbana is a leading real estate development and investment company in Mexico. Through a vertically integrated platform, the company specializes in the search, acquisition, development, operation, repositioning, marketing, and sale of various institutional-quality real estate projects, including industrial buildings, luxury hotels, residential communities, corporate offices and shopping centers located in the country’s premier industrial markets, major cities, and tourist destinations. With more than $3.6 billion USD in AUM, Thor Urbana is an affiliate of Thor Equities Group, a New York-based fund managing over $20 billion USD in AUM. Position: Investment Analyst Main Responsabilities: Financial assessment of potential investment opportunities. Preparation of investment memos and pitch decks for prospective investors, capital raising initiatives, and deal structuring. Active participation in the Due Diligence process. Development of analytical reports to support portfolio managemen