Associate, Investments Resume Samples

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EO
E O'Reilly
Edwardo
O'Reilly
723 Wilford Courts
Houston
TX
+1 (555) 211 7724
723 Wilford Courts
Houston
TX
Phone
p +1 (555) 211 7724
Experience Experience
Chicago, IL
Associate, Investments
Chicago, IL
Cassin-Prohaska
Chicago, IL
Associate, Investments
  • Work with existing portfolio companies and fund investments, developing constructive working relationships with portfolio company management teams
  • Assist in the asset management of owned assets: including lease evaluation, negotiation, credit analysis, and property operations
  • Develop investment memorandums, asset business plans, and property budgets
  • Perform ongoing market and property specific research
  • Participate in industry events to gain industry knowledge, network with industry peers, and further increase the team’s presence in the market
  • Develop investment memorandums, credit committee presentations, loan applications, commitments and other associated documents
  • Attend industry conferences
Chicago, IL
Alternative Investments Associate
Chicago, IL
Douglas Inc
Chicago, IL
Alternative Investments Associate
  • Responding to ad-hoc financial questions and requests from Limited Partners, Fund Management Business Operations Management and BlackRock Corporate Finance
  • Performs other duties and responsibilities as assigned
  • Preparing product approval memos/presentations for use by the Alternative Investment Group Product Approval Committee, comprised of senior management
  • Authoring timely strategy whitepapers
  • Associate will play a key role in decisions to approve alternative investments for sale to high net worth clients. As part of the process, associate will decide which funds warrant in depth diligence versus those that do not. Associate will also play a key role in decisions to discontinue offering specific products as well as approval decisions of entire asset classes
  • Preparation and dissemination of each assigned fund’s Limited Partner reporting including: capital call notifications, distribution notifications, capital statements and financial statements
  • Composing and disseminating due diligence and investment updates regarding existing alternative investment funds for use by financial advisors
present
Phoenix, AZ
California Associate Director of Philanthropic Investments
Phoenix, AZ
Terry Group
present
Phoenix, AZ
California Associate Director of Philanthropic Investments
present
  • Work closely with the CA Director of Philanthropic Investments to build relationships, develop cultivation and solicitation strategies and grow major donor base in California
  • In coordination with prospect researcher and the CA Director of Philanthropic Investments, identify and develop strategies for acquiring and building pipeline of new major gift prospects
  • Build and execute strategies for catalytic support in the context of FoodCorps’ 2020 growth plan and capital campaign
  • Partner with CA Director of Philanthropic Investments to drive revenue growth in support of FoodCorps’ mission and strategic plan
  • Design and execute strategic donor engagement opportunities, including site visits and cultivation events that foster philanthropic investment from our partners
  • Work in mutually beneficial collaboration with the New York-based national External Affairs team to bring California-based donor relationships to bear on nationwide fundraising goals
  • Participate in team strategy meetings and follow organization-wide practices for tracking relationships, measuring performance and stewarding donors
Education Education
Bachelor’s Degree in Accounting With
Bachelor’s Degree in Accounting With
University of Delaware
Bachelor’s Degree in Accounting With
Skills Skills
  • Excellent written and verbal communication skills
  • Presentation skills
  • MS Office applications
  • Bloomberg
  • PerTrac
  • Risk and return metrics(e.g., Sharpe, Sortino, alpha, correlation, etc
  • Hedge fund databases is
  • Financial analysis
  • Complex investment products and securities markets in general
  • Excel
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15 Associate, Investments resume templates

1

Associate GC, Investments Resume Examples & Samples

  • 6 to 9 years’ experience with a major law firm and/or an in-house legal department, with a focus on or more of the following disciplines is required: fixed income investments, mezzanine lending or equity investments
  • Strong verbal and communication skills, interpersonal skills and organizational skills
  • Ability to work independently on projects with minimal supervision
2

Alternative Investments International Structuring Associate Resume Examples & Samples

  • Product design for funds that are being developed in-house
  • Creation of training materials and sales tools for front office
  • Coordination with Legal and Compliance colleagues globally
  • Structuring of innovative products, including understanding the relevant tax issues and regulatory requirements
  • Input of new ideas to contribute to the development and enhancement of business strategy
  • Negotiation of international business requirements, including registration, tax and other reporting needs
  • Follow regulatory and tax developments in relevant markets
  • Based in the London office with interactions across global offices
  • Background in private banking, investment management or funds is essential
  • Legal training or alternative investments experience preferred
  • Ability to analyze and solve problems and to manage multiple tasks at once
  • Ability to articulate complex concepts and solutions at a level appropriate to the recipient
  • Thinking competencies – strategic, conceptual, analytical – with strong attention to detail
  • Ability to develop effective partnerships with key business partners
  • Ability to manage complexity and deliver solutions in a tight deadline
  • Proficiency in Excel, PowerPoint and Word
3

Alternative Investments Associate Resume Examples & Samples

  • The accounting and financial reporting functions of certain Private Equity Funds, including the coordination with the Accounting Outsource Provider, culminating in the preparation of daily, weekly, monthly, quarterly and annual deliverables inclusive of monthly NAVs and quarterly and annual financial statements
  • The treasury function of assigned funds including analysis of investment capacity, long and short-term liquidity and cash requirements (resulting in the determination of the timing and amount of capital calls and distributions), expense budgeting (liquidity review), accruals, vendor payments, foreign currency issues (including hedges) and liquidation of in-kind distributions
  • Liaison with each assigned Fund’s independent auditor
  • Preparation and dissemination of each assigned fund’s Limited Partner reporting including: capital call notifications, distribution notifications, capital statements and financial statements
  • Responding to ad-hoc financial questions and requests from Limited Partners, Fund Management Business Operations Management and BlackRock Corporate Finance
  • Bachelor’s degree in Accounting with at least 3 years related experience
  • Financial and management reporting experience and investment partnership accounting experience a must
  • Private Equity and/or Hedge Fund accounting experience, minimum 1 year required
  • The ability to read, understand and follow complex partnership agreements and offering materials
  • Excellent organizational and communication skills, both written and oral
  • Proficiency in Microsoft Excel; Knowledge of Microsoft Word
  • Ability to prioritize and juggle workload, strong analytical/problem solving skills w/ attention to detail
  • Excellent time management skills; keen sensitivity to deadlines on both long-term and short-fuse projects required
  • Self-starter mentality with a hands-on “roll up the sleeves” approach, work independently; the desire to take on “stretch” projects
  • Ability to be a team player and maintain good working relationships with all contacts
  • CPA/ACCA license (or in process), a plus
  • 2 years of public accounting experience, a plus
4

Private Investments Associate Resume Examples & Samples

  • Work alongside leadership team to drive Private Investment Strategy (sourcing, segments of focus, and execution)
  • Identify new investment opportunities sourced from traditional channels (e.g., conferences, demo-days, calls, market-maps) and networks (e.g., Angels, PE/VCs, Banks, Entrepreneurs, Prior deal experience)
  • Conduct investment due-diligence in the form of market analysis, customer calls, competitive benchmarking, financial modeling and returns analyses
  • Carry out primary research on industry trends to uncover insights that will refine the fund’s investment thesis. Examples include analyzing new technologies, sales trends and products from both private and public companies. You will be expected to work closely with the public TMT teams as well, and share insights from primary research that highlights trends impacting public assets and may partner with the Fund’s syndicate desk on relevant IPOs
5

Alternative Investments Associate Resume Examples & Samples

  • Analyzing the investment merits and risks of nontraditional investments, including but not limited to hedge funds, private equity funds, commodity funds, alternative mutual funds, and structured products as well as their associated suitability for RJ clients
  • Preparing product approval memos/presentations for use by the Alternative Investment Group Product Approval Committee, comprised of senior management
  • Conducting onsite due diligence for existing and prospective alternative investment products
  • Transferring product knowledge and expertise by communicating with and educating other departments within AIG (e.g., operations and marketing) in addition to direct financial advisor communication
  • Composing and disseminating due diligence and investment updates regarding existing alternative investment funds for use by financial advisors
  • Job scope includes performing quantitative and qualitative due diligence as well as investment analysis (e.g., financial modeling, benchmarking, risk analysis, etc.) on non-traditional investment products, preparing detailed product approval memos and recommendations, conducting meetings and conversations with fund managers to determine the investment merits and risk profile of an asset class. The job scope also includes making product recommendations and presentations as appropriate
  • Associate will play a key role in decisions to approve alternative investments for sale to high net worth clients. As part of the process, associate will decide which funds warrant in depth diligence versus those that do not. Associate will also play a key role in decisions to discontinue offering specific products as well as approval decisions of entire asset classes
  • Authoring timely strategy whitepapers
  • Complex investment products and securities markets in general
  • MS Office applications
  • Bloomberg
  • PerTrac
  • Risk and return metrics(e.g., Sharpe, Sortino, alpha, correlation, etc
  • Hedge fund databases is a plus
  • PowerPoint
  • Financial and risk modeling
  • Handle multiple priorities
  • Self-motivate
  • Meet multiple critical deadlines
  • Minimum Degree Required
  • Required Disciplines
6

Associate, Investments Resume Examples & Samples

  • Develop in-depth assessment of business plans and investment proposals to determine business model viability, industry attractiveness and strategic fit with TW operations
  • Participate in due diligence process with potential investments; coordinate communications with TW divisions; interact with portfolio companies, investment partners and external advisors
  • Develop financial models to determine financial return profile of investments, appropriate entry valuation and structure of equity investment. Analyze exit opportunities
  • Draft term sheets and analyze investment terms including provisions covering governance and liquidity events. Write investment committee memorandums and interact with Advisory Committee and TW business unit managers
  • Work with existing portfolio companies and fund investments, developing constructive working relationships with portfolio company management teams
  • Gather industry and market analysis and research to identify appropriate target areas of investment
  • Attend industry conferences
  • Assess key business drivers and industry and demographic trends in relevant market segments, and identify potential investment candidates in these target markets
7

Associate, Investments Resume Examples & Samples

  • Analyze and underwrite potential commercial real estate acquisitions
  • Develop investment memorandums, asset business plans, and property budgets
  • Support Senior Acquisition officers in the due diligence and closing of awarded transactions
  • Assist in the asset management of owned assets: including lease evaluation, negotiation, credit analysis, and property operations
  • Perform ongoing market and property specific research
  • Participate in industry events to gain industry knowledge, network with industry peers, and further increase the team’s presence in the market
  • Minimum three years of commercial real estate experience
  • Proficient in Argus and Excel
  • Excellent analytical, written, and verbal skills
  • Masters Degree or CFA a plus
  • Highly organized, detail oriented, self-motivated team player with positive work ethic and comfort working in a fast paced, demanding environment
8

Associate, Investments Resume Examples & Samples

  • Analyze and underwrite potential commercial mortgage opportunities
  • Develop investment memorandums, credit committee presentations, loan applications, commitments and other associated documents
  • Support Senior Loan officers by providing analysis, including discounted cash flows, financial and credit analyses of properties, locations, markets, borrowers and other due diligence as well as assisting in the closing of awarded transactions
  • Masters degree or CFA a plus
9

Associate, Alternative Investments Resume Examples & Samples

  • Assist multi-state companies with analyzing state tax considerations/impacts related to business restructuring projects
  • Provide assistance on large client project engagements
  • One year of experience performing tax research and providing technical advice on multi-state tax or federal income tax issues
  • Excellent writing, communication, and tax research skills
10

Senior Associate Alternative Investments Resume Examples & Samples

  • Build and manage client relationships
  • Bachelor's degree, J.D., LL.M. in Taxation, and/or Master's in Taxation (MST) from an accredited college/university
  • Experience with corporate taxation, consolidations, partnerships ,and a solid knowledge of FAS 109
  • Excellent advisory and compliance skills
11

Associate Investments & Asset Management Resume Examples & Samples

  • Review BU valuation analysis of the underlying investments to ensure valuations are correct in the firm’s books and records
  • Review and if required challenge BU valuation methodologies, models, assumptions and inputs
  • Perform independent fundamental valuation analyses under market and income approaches
  • Evaluate portfolio company operational and financial performance and outlook
  • Verify the valuation is in accordance with established procedures and identify potential discrepancies or risks
  • Document valuation methodology and implementation procedures; evaluate existing procedures for compliance with established Firm policy and regulatory requirements, assist in revising and developing new and existing valuation methodologies and procedures
  • Assist in the presentation and communication of mark review results to senior stakeholders within Finance and BU
  • Degree in Finance, Economics or Accounting with demonstrable business valuation/private equity valuation experience
  • MBA, CFA, ACA, Master’s degree or equivalent in related field a plus
  • Proficiency in Excel, Word and Power Point
  • Excellent interpersonal and communications skills, both written and oral
12

Senior Associate, Investments Resume Examples & Samples

  • Create, monitor and manage all documentation and presentation materials required for raising private equity capital (Private Placement Memorandum, data room, pitch book, due diligence questionnaire, deal tracker, etc.)
  • Prepare financial models for fundraising opportunities
  • Manage details and drive the capital raising process
  • Understand due diligence requests from prospective investors, research and gather necessary information and prepare an comprehensive response
  • Evaluate and analyze data to ensure accuracy
  • Create high impact presentation materials using PowerPoint; ability to understand the goal of the presentation and create the necessary material to accomplish the goal
  • Consistently organize and prioritize various projects to deliver a high-quality work-product on time
  • Successfully develops and maintains tracking tools and presentation templates
  • Responsible for ensuring all tasks, deliverables and documentation are created with the highest level of accuracy
  • Monitor and manage progress and obstacles across multiple projects and make adjustments to ensure successful completion
13

Associate Investments Manager Resume Examples & Samples

  • MBA/ CA
  • 2-4 years of experience
  • Must have experience of having created material on transactions (sector work, models, presentations etc)
  • Working on deal life cycle (helping with origination, development of investment thesis, due diligence, documentation, monitoring and exit)
14

Associate, Hotel Investments Resume Examples & Samples

  • Perform macro-level hospitality market research and deal-specific market analysis
  • Develop various models and asset performance and valuation tools for each hospitality asset the Fund is actively involved in
  • Forecast asset operating performance, financial projections and business plan scenarios for deal specific underwriting
  • Participate in due diligence, visit properties, participate in property manager and borrower interactions, review physical conditions, environmental and zoning reports
  • Analyze and implement operational cost saving and revenue maximization strategies across the portfolio
  • Document his/her observations and conclusions
  • Participate in Investment committee memorandum and due diligence rollup memorandum production
  • Prepare written reports for external parties as required, including potential asset purchasers, lenders and others
  • Assist in asset management assignments, from investor reporting to daily monitoring of owned hotels and completion of disposition-related analysis
  • Assemble lender reporting packages and ensure timely delivery
  • Manage relationships with operators and employees across the portfolio
  • Participate in design meetings and contribute to decision-making on capital spending for value-add investments
  • Gather, analyze and summarize key data from industry reports by STR, CBRE and others
  • Understand and interpret management, franchise, union and other property-related agreements
  • Perform ad hoc and special projects as assigned
  • Actively manage cash of owned hotels (including funding, cash sweeps, forecasting, etc.)
  • Work on yearly business plan preparation, from budgeting to reforecasting and re-evaluation
  • Assemble Letter of Credit reductions and FF&E draws on outstanding loans
  • Manage capital expenditures against budget and underwriting across the portfolio
  • Supervise and assess guest satisfaction scores and quality assurance for branded properties
  • Assemble due diligence for prospective buyers of properties in the portfolio, including performing a thorough review of service and maintenance contracts, permits & licenses and other relevant documentation
  • Participate in weekly operator calls to monitor and enhance asset performance
  • Understand and interpret multiple legal documents, from management and franchise agreements to ground leases, to ensure proper execution of operations and payment of fees
  • Both operations-oriented and real estate-oriented hotel experience
  • Demonstrates ability to communicate information concisely and effectively
  • Strong attention to detail in analytical assessments; experienced in developing and maintaining high quality reports and assessments. Able to interface with senior executives of operators and brands to ensure proper communication and cooperation between the parties
  • Holds responsibility for developing and maintaining a strong knowledge of the hospitality industry including developments, trends and market specific research for all product types
  • Demonstrates ability to prioritize work and manage time in a deadline-driven environment
  • Ability to adapt to a changing business environment
  • 4 years of experience in hospitality real estate finance
  • Proficiency in Excel, Word, PowerPoint, Outlook (Microsoft Office Suite 2003 / 2007)
  • Argus and Bloomberg experience a plus
15

Ascent Associate Director of Investments Resume Examples & Samples

  • (Fiduciary and Banking Relationship Managers) Five or more years of wealth management experience in the financial services industry
  • (Investment Relationship Manager) Seven or more years of investment experience
  • MBA or CFA
  • Strong relationship management, sales, networking and new business development skills
  • Thorough knowledge of Wealth Management products and services
  • Ability to partner with clients to identify and service unique customer needs
  • Ability to work and make critical decisions independently
  • Excellent presentation, verbal and written communication skills
16

Uswa Product & Platform Team Alternative Investments Associate Resume Examples & Samples

  • Work to develop, launch and support alternative product in the US Retail market
  • Ability to interface and collaborate cross-functionally in a large retail-distribution driven investment management firm, and to execute across multiple sales teams and organize to drive results
  • New product development – including both traditional Qualified Purchaser and mutual funds products
  • Research and implementation of product structures to capture a broader cross-section of potential investors, including Qualified Clients and Accredited Investors
  • Design presentations both internally and externally to drive alternative platform goals; idea generation around alternative product concepts and marketing
  • Conduct ongoing competitive analysis, product priority review and ongoing monitoring of sales results to inform evolution of product focus and distribution effectiveness against stated goal. Ensure appropriate competitive knowledge with targeted internal consumption
  • In the case of new product placements of traditional alternatives, working with distribution partners to launch funds, including negotiation of placement agreements governing roles and responsibilities of various parties
  • Maintain a strong understanding of the USWA business and the broad US retail industry – including our distribution partner firms business models and competitors’ strategies
  • Partner with Product Strategy and Marketing to create and deliver top tier content, messaging, and positioning for our products
  • Partner with sales channels to create sales plans, campaigns, and ongoing support; as well as wholesaler execution
  • 2-5 years of financial services experience with a focus on product management and/or product strategy in the alternatives space
  • Exceptional presentation and presentation development skills; including strong PowerPoint skills
  • Strong analytical and excel skills and knowledge of industry databases
  • Strong investment and product knowledge with passion for product details
  • Ability to interface and collaborate cross-functionally in a large investment management firm, and to execute across teams and organize to drive results
  • Sound interpersonal skills and ability to form meaningful working partnerships
  • Familiarity with US retail industry and trends
17

Alternative Investments Associate Resume Examples & Samples

  • Analyzing the investment merits and risks of nontraditional investments, with a focus on private equity funds and real estate funds, as well as their associated suitability for RJ clients
  • Job scope includes performing quantitative and qualitative due diligence as well as investment analysis (e.g., financial modeling, benchmarking, risk analysis, etc.) on non-traditional investment products (with a focus on illiquid strategies), preparing detailed product approval memos and recommendations, conducting meetings and conversations with fund managers to determine the investment merits and risk profile of an asset class. The job scope also includes making product recommendations and presentations as appropriate
  • Risk and return metrics (e.g., Sharpe, Sortino, alpha, correlation, etc
18

Associate, Investments Resume Examples & Samples

  • Financial Analysis: Analyze and underwrite potential acquisition and development opportunities to include cash flow modeling, property valuations, investment analyses (IRRs, sensitivity tables, etc.), and joint venture structuring
  • Market Research: Support deal team by independently performing market research of investment districts and other market data by utilizing CIM resources, such as relationships with external experts, to inform decision making
  • Due Diligence: Support the transaction due diligence and closing processes. Collect due diligence materials, utilize information to adjust underwriting, and coordinate with legal and accounting departments to facilitate the closing of a transaction
  • Investment Recommendation: Be familiar with CIM Investment Strategy and gain understanding of joint venture and capitalization structuring concepts and rationale. Work within deal team to assemble the Investment Committee Memo including composing final investment recommendations and compiling support documents
  • Asset Management: Support asset management functions and oversight of existing portfolio investments. Conduct ongoing quantitative and qualitative analyses to support decision making related to the business plan of the investment. Facilitate approval of documents such as lease approvals, draw request reviews, capital call notices. Track investment performance by updating the quarterly IRR model, preparing Asset Management Reports, and updating Investor Summaries. Assemble and prepare due diligence materials for financings and dispositions
19

Venture Investments & Partnerships Associate Resume Examples & Samples

  • Bachelor’s degree with exceptional academic performance
  • 2-4 years relevant work experience in one or more of the following environments: consulting, venture capital or operating company (hires with relevant experience will be placed at appropriate level)
  • Understanding of the Boston Venture Capital (VC) ecosystem
  • Advanced problem solving capabilities; ability to prioritize workflow and manage multiple projects with minimal to moderate direction
  • Strong team player with excellent relationship and leadership capabilities
  • Superior written and oral communications
  • Ability to work across multiple industries/markets and on a variety of business problems
  • Project-oriented experience (academic or work-related)
  • Entrepreneurial and self-directed work style; flexible, high initiative and comfortable with ambiguity
  • The ideal candidate would have strong business and financial skills and a desire for understanding technologies and business strategies relevant to Flex
  • Seeking financial skills to include: financial statement analysis, financial modeling & investment analysis
  • Business skills include: market, product and technology assessment, and management team assessment
  • Candidates must demonstrate resourcefulness in sourcing information to evaluate technologies or strategies, including leveraging internal and external relationships
20

Outside Investments Associate Resume Examples & Samples

  • Review incoming mail to determine if it is in good order for processing at the specified outside fund family or insurance group, and Independent order of Foresters. (ie., all appropriate forms have been submitted, the check is signed/dated properly, etc.)
  • Update the mail log accordingly
  • Utilize Docupace as required
  • Facilitate ECompany directives as they pertain to the OI department
  • Field any emails, phone calls, correspondence and follow-up that is required
  • Contact the representative for any necessary clarification and keep documentation for our records
  • Once the paperwork is deemed in “good order”, the paperwork must be quality controlled, front-end-scanned, and forwarded to the appropriate outside institution
  • Documents must be logged and warehoused for any necessary paperwork retrieval
  • Transactions previously sent to an outside fund group must be reviewed and verified using DST Vision
  • Foresters product transactions require a shell account be posted to the Company Mainframe and tracked until the policy is issued
  • Back up the Networking functions to link accounts, approve commission payouts and research when necessary
  • Back up the telephone transaction phone lines to accept liquidations, exchanges or maintenance requests from FF Representatives on outside fund accounts
  • Compile information for reporting statistics on the department workflow
  • Willing to learn other functions in the area and work on projects that arise
  • Ability to multi-task and work in a team environment
  • PC experience (preferred - in Microsoft Access, Word and Excel knowledge a plus)
  • Pleasant phone manner
  • Reliable/willingness to work overtime, as needed (after 5:00 p.m.)
21

California Associate Director of Philanthropic Investments Resume Examples & Samples

  • Work closely with the CA Director of Philanthropic Investments to build relationships, develop cultivation and solicitation strategies and grow major donor base in California
  • In coordination with prospect researcher and the CA Director of Philanthropic Investments, identify and develop strategies for acquiring and building pipeline of new major gift prospects
  • With an emphasis on individuals capable of making five and six-figure gifts, maintain an active portfolio of 75+ prospective and current individual and foundation funders
  • Build and execute strategies for catalytic support in the context of FoodCorps’ 2020 growth plan and capital campaign
  • Partner with CA Director of Philanthropic Investments to drive revenue growth in support of FoodCorps’ mission and strategic plan
  • Design and execute strategic donor engagement opportunities, including site visits and cultivation events that foster philanthropic investment from our partners
  • Work in mutually beneficial collaboration with the New York-based national External Affairs team to bring California-based donor relationships to bear on nationwide fundraising goals
  • Participate in team strategy meetings and follow organization-wide practices for tracking relationships, measuring performance and stewarding donors
  • A proven track record of successfully closing five and six-figure gifts from high net-worth individuals. Comfort working with foundations and family foundations
  • Minimum of five years fundraising experience; knowledge of the Bay Area’s philanthropic community preferred
  • Understanding of how to create and patience around building portfolios and pipelines from scratch
  • Demonstrated understanding of development philosophies, concepts and techniques, including prospect research, cultivation and closing gifts
  • Excellent writing and verbal communication skills, and the ability to communicate effectively with diverse constituents including staff, board members, and external partners
  • Knowledge of or interest in health equity, food systems, national service, education and related issues
  • Strength in multi-tasking, goal-setting, prioritization and project management
  • High degree of comfort in a computer-based environment and proficiency in current CRM software (e.g.Salesforce or Raiser’s Edge)
  • Comfort in a deadline-driven, high-accountability role and be self-motivated to succeed
  • Intellectual curiosity, understanding and enthusiasm for the work of FoodCorps