Investment Analyst jobs in Westbrook, ME

Investment Analyst is responsible for the evaluation of investment activities such as short-term debt securities, long-term equity, investment projects and objectives. Analyzes investment opportunities and recommends investments as appropriate. Being an Investment Analyst may help to evaluate stock investment and major projects for high-level analysis. Requires a bachelor's degree. Additionally, Investment Analyst typically reports to a supervisor or manager. The Investment Analyst contributes to moderately complex aspects of a project. Work is generally independent and collaborative in nature. To be an Investment Analyst typically requires 4 to 7 years of related experience. (Copyright 2024 Salary.com)

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Investment Partnership Administrator
  • Robert Half
  • Fort Worth, TX PER_DIEM
  • We are seeking a motivated, detail-oriented, and wiliness to work hard individual to join our client's accounting team. The individual will be an integral part of the accounting team and will be responsible for administering the Investment Partnerships and treasury management for various partnerships. The individual will be responsible for all aspects of the monthly and quarterly financial statement process including investor relations. Positive candidate attributes include great attention to detail, strong communication skills, adaptability, a proactive approach to work, problem-solving mindset and displaying a positive attitude and an eagerness to learn, along with a strong work ethic. Key Responsibilities: • Analyze monthly/quarterly financial statements, investor statements, and performance for investment partnerships and private equity partnerships • Assist in coordinating the partnership audits by providing financial data and interfacing with auditors • Engage as an investor relation contact for partners by maintaining relationships and client service • Review all new client accounts set up for billing • Maintain bookkeeping and treasury management for the entire accounting cycle utilizing Quickbooks for various partnership accounts • Prepare financial statements, cash management analysis, closing journal entries, capital calls, payroll, and sales & use tax returns • Reconcile holdings on a monthly/quarterly basis for both public and private investment partnerships • Fulfil treasury management role with primer broker accounts • Complete and deliver investor reporting needs, portfolio reporting and additional ad-hoc reporting and analysis requests to client service, legal/compliance, and portfolio managers • Perform daily cash, trade, and transaction reconciliation and entries • Provide financial documentation to and work with tax accountants as they prepare federal and state income tax and payroll tax returns • Review and send K-1s to investors
  • 7 Days Ago

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Investment Consultant - Portland, ME
  • Fidelity Investments Careers
  • Portland, ME FULL_TIME
  • Job Description:Investment ConsultantYou joined the financial services industry to make a difference in the lives of your clients. At Fidelity, we have a relentless commitment to our clients. Come joi...
  • 13 Days Ago

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Investment Consultant - Portland, ME
  • Fidelity Investments
  • Portland, ME FULL_TIME
  • Job Description: Investment Consultant You joined the financial services industry to make a difference in the lives of your clients. At Fidelity, we have a relentless commitment to our clients. Come j...
  • 1 Month Ago

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Senior Analyst/ Analyst
  • MaineHealth
  • Portland, ME FULL_TIME
  • Summary Position Summary The MaineHealth Strategy team leads the development of long-term enterprise strategy, high value business growth, venture investment opportunities and strategic partnerships. ...
  • 1 Month Ago

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Business Analyst
  • Robert Half
  • Coppell, TX PER_DIEM
  • General Summary….The Senior Business Applications Analyst interacts with business partners and/or it staff to gather and document information related to requirements and/or software testing. Gathers i...
  • 19 Days Ago

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Financial Analyst
  • Community Concepts
  • Lewiston, ME FULL_TIME
  • Community Concepts, a Maine non-profit that provides resources to people of low income to help them move forward, is excited for a new opportunity to hire a Financial Analyst to work with assigned Dep...
  • 21 Days Ago

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0 Investment Analyst jobs found in Westbrook, ME area

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Internal Revenue Agent (Examiner) - DIRECT HIRE (12 Month Register) AMENDED
  • Department Of The Treasury
  • South Portland, ME
  • Duties WHAT ARE THE APPEALS (AP), LARGE BUSINESS AND INTERNATIONAL (LB&I), SMALL BUSINESS SELF-EMPLOYED (SB/SE) AND TAX ...
  • 4/27/2024 12:00:00 AM

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Maintenance Technician Full Ti-105010
  • ESA Management, LLC
  • Scarborough, ME
  • Requirements KNOWLEDGE, SKILLS, ABILITIES COMPETENCIES Ability to read and communicate effectively with guests, associat...
  • 4/26/2024 12:00:00 AM

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Assistant Director of Finance / Assistant Controller
  • Cliff House Maine
  • Cape Neddick, ME
  • Job Summary This position provides daily management of the general ledger positions within the accounting department whi...
  • 4/26/2024 12:00:00 AM

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Relationship Specialist
  • AFC Automotive Finance Corporation
  • Portland, ME
  • Who We Are: At AFC (Automotive Finance Corporation) we fuel the entrepreneurial dream in our community. For more than 30...
  • 4/25/2024 12:00:00 AM

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Director of Finance and Administration, College of Professional Studies
  • University of New England
  • Biddeford, ME
  • Position Details Position Information Position Type Professional Staff Faculty Track Position Title Director of Finance ...
  • 4/24/2024 12:00:00 AM

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Director of Finance
  • Spruce Point Inn Resort & Spa
  • Boothbay Harbor, ME
  • Overview This Executive Level position will oversee all aspects of the Finance/Accounting Department at the property. Th...
  • 4/24/2024 12:00:00 AM

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Leadership and Legacy Gift Officer
  • Waynflete
  • Portland, ME
  • Waynflete School, a non-profit, independent day school in Portland, Maine, has been home to families seeking an extraord...
  • 4/23/2024 12:00:00 AM

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Branch Office Administrator
  • Edward Jones
  • Gray, ME
  • Would you call yourself a relationship builder, a problem solver or a critical thinker? If you answered yes, we need you...
  • 3/25/2024 12:00:00 AM

Westbrook is a city in Cumberland County, Maine, United States and a suburb of Portland. The population was 17,494 at the 2010 census. It is part of the Portland–South Portland–Biddeford, Maine metropolitan statistical area. Westbrook is located at 43°41′7″N 70°21′26″W / 43.68528°N 70.35722°W / 43.68528; -70.35722 (43.685348, −70.357116). According to the United States Census Bureau, the city has a total area of 17.33 square miles (44.88 km2), of which, 17.12 square miles (44.34 km2) is land and 0.21 square miles (0.54 km2) is water....
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Investment Analyst jobs
$87,337 to $130,260
Westbrook, Maine area prices
were up 1.6% from a year ago

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