Investments Analyst Salary at Penzance Management Llc BETA

One of the top wealth management firms in the DMV is looking to add a Financial Planner to their team due to growth. Founded over 40 years ago, this firm has over $6B in assets undermanagement and has been recognized year after year as one of the best financial services companies in the Mid-Atlantic. We have helped several individuals get positions at this firm over the past few years and are happy to talk more about the culture and opportunity for growth. Key Responsibilities: Develop and implement comprehensive financial plans for clients based on their individual needs and goals. Provide expert advice on investment strategies, tax planning, retirement planning, estate planning, and risk management. Conduct regular client meetings to review financial plans and make necessary adjustments. Analyze client portfolios and financial statements to optimize investment performance and risk mitigation. Stay informed on industry trends, market conditions, and regulatory changes to provide up-to

A well established Several Billion AUM Investment Management firm in the Washington, D.C. region is looking to hire on a Chief Investment Officer (CIO) to their team. The firm has been around for nearly 25 years and encompasses several different funds, all focusing on different strategies/industries within the buyside. (The firm has a strong preference for individuals with deep credit backgrounds). This individual would report directly into the CEO, a highly reputable individual within the local community, and would be expected to oversee fund performance for all parts of the business. This individual would also have the chance to help spearhead the launch of any future funds. Timing for this role is flexible thorughout 2025 and compensation consist of a base salary, bonus, and carried interest across the various funds. If you fit the requirements below and would be interested in learning more through a confidential conversation, please apply! Responsibilities: Lead the Investment Comm

Job Description: Our client is seeking a Senior Financial Planner to join their rapidly growing team. You will be responsible for crafting holistic financial plans for members and continuing to support them. Responsibilities: Gain a deep understanding of our members unique needs and aspirations to confidently advise them on their financial goals. Build and implement iterative financial plans and wealth strategies. Maintain an in-depth understanding of financial planning, investments, and tax planning. Be an active part of a collaborative team and share best practices. Assist our engineering and product teams with prioritizing and creating product plans and roadmaps. Research and present investment strategies. Coordinate tax filing and estate planning. Qualifications: Active designation(s) as a Certified Financial Planner (CFP), Certified Public Accountant (CPA), Chartered Financial Analyst (CFA), Enrolled Agent (EA), Equity Compensation Associate (ECA) or similar 5-8+ years experience

About Us: We are a prominent middle market private equity firm dedicated to identifying and investing in promising companies with growth potential. Our team of skilled professionals leverages industry expertise and strategic insights to drive value for our portfolio companies and investors. Position Overview: We are seeking a talented and motivated Private Equity Associate to join our team of investment professionals. As a key member of our investment group, you will play a critical role in sourcing, evaluating, executing, and managing investment opportunities across a diverse range of industries. Responsibilities: Collaborate with senior members of the investment team to identify and evaluate potential investment opportunities. Conduct thorough market research, industry analysis, and due diligence to assess the attractiveness of target companies. Develop and maintain complex financial models to analyze investment returns, cash flows, and performance metrics. Assist in structuring deal

Description AWS Investments is looking for a talented, driven, self-motivated Senior Sales Operations Support Analyst to join the organization managing the platform that centralizes management of all customer investment operations, channelizes the investment via proper approver chain, and recommends the right customer investment resource and amount to the AWS seller. This role will be a unique opportunity to support AWS Investment platform, internal users (customers), and AFX Leadership by partnering with AWS Product and Engineering team to be the voice of the customer. Your insights will drive incubation and growth for some of the most complex, innovative and revenue driven offerings in the AWS portfolio. This position will support all customers utilizing the AWS Investment Platform, responding to questions, issues, partnering with AWS Investments Product and Engineering teams to deep dive and resolve bugs. The ideal candidate should be detail-oriented, analytical, and possess creativ

Position Title: Cyber Wargaming and Analytics Specialist Job Description: We are seeking a highly skilled Cyber Wargaming and Analytics Subject Matter Expert to join our team. In this role, you will work closely with the Deputy Director of Information Management to develop and implement cyber analytics methodologies and conduct wargames to assess cyber threats and capabilities in support of Assistant Secretary of Defense for Science and Technology . Your expertise will be critical in informing cyber investment strategies and optimizing operational effectiveness. Responsibilities: - Collaborate with the Deputy Director of Information Management to develop cyber analytics for visualization, assessment, and optimization of cyber investments from an operational and mission effectiveness perspective. - Develop and refine methodologies for analyzing existing, new, and emerging cyber capabilities, practices, and threats. - Design methodologies for conducting wargames to assess the effectivene

A well established commercial real estate private equity fund located in the Washington, DC region is looking to add on a Managing Director to their lean but expanding team that is highly skilled in originating/acquiring deals. The firm focuses on Industrial Properties and looks at deal across the majority of the country. The firm is looking to add on an individual that has experience ideally within the majority of the following...industrial real estate, Triple Net Leases, Sale-Leasebacks, Credit, and the knowledge/ability to see a deal out from the beginning to end stages (this includes originating the deal as well as handling the underwriting). The ideal candidate for this role would start in the near term and would be required to be in the DC region full time. If this is something of potential interest, please apply! Responsibilities Manage real estate professionals supporting acquisitions and asset management. Develop and mentor a team of analysts and asset management professionals

Job Description JOB SUMMARY As a member of the Corporate Financial Strategy & Analysis organization the Manager will play an integral role in providing financial analysis support that enables Marriott leaders to make business decisions that drive overall business results and create the most shareholder value. She/he will provide analytical support to Treasury, Investor Relations, Project Finance, Mergers & Acquisition and Discipline Finance Business Partners on key valuation issues for the Company including capital structure and debt capacity, dividend policy, acquisition and initiative investment, and alternative growth strategies as well as research and analysis of key competitive financial metrics in the hospitality industry. CANDIDATE PROFILE Education and Experience Required Minimum of 4 years relevant work experience including complex data analysis and financial modeling Baccalaureate degree in Finance, Accounting or related discipline required Strong analytical skills with a sol