Investment Analyst Salary at Zyyo BETA

Spinnaker Trust Investment Analyst Portland, Maine We are working with our client, Spinnaker Trust, in seeking an Investment Analyst, to be based in the Portland, Maine Office. Requirements of the Investment Analyst: 5+ years of investment research experience on the buy and/or sell side. Proficiency in using Microsoft Office programs (PowerPoint, Word, Excel, Outlook), Tamarac, and FactSet. Comfort utilizing artificial intelligence to increase the speed and efficiency with which information can be assembled and synthesized to make useful inferences and ultimately decisions. CFA and/or MBA Benefits of the Job: Free parking near office in Portland Generous annual bonus opportunity based on individual, team, and company performance Health coverage, dental and vision coverage through a flex plan Hybrid work schedule (3 office days, 2 work from home days per week) Two retirement plans (401k and ESOP) Cell phone reimbursement Business casual dress code Annual salary reviews A collaborative t

Job Posting: Investment Analyst Oak Wood Ventures LLC – Dallas, TX About Us: Oak Wood Ventures is a private real estate investment firm established in 2018, specializing in the acquisition, development, and operation of multifamily and manufactured housing communities across the United States. Our mission is to deliver superior, consistent returns for our partners by identifying and acquiring high-value communities in our pipeline. Leveraging our in-depth property management expertise, Oak Wood Ventures maximizes the operational and financial potential of these communities to ensure long-term success for all stakeholders. We are currently seeking an Investment Analyst to join our underwriting team. The ideal candidate will have 2-3 years of underwriting experience and be highly motivated, detail-oriented, and driven to support the firm's investment strategy. In this role, you will conduct comprehensive market research, financial analysis, and modeling to identify new investment opportu

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

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

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

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

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,