Investment Finance Job Description
Investment Finance Duties & Responsibilities
To write an effective investment finance job description, begin by listing detailed duties, responsibilities and expectations. We have included investment finance job description templates that you can modify and use.
Sample responsibilities for this position include:
Investment Finance Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for Investment Finance
List any licenses or certifications required by the position: CPA, LPA, PMP, JD, MBA, III, CFA, CIPM, CMA
Education for Investment Finance
Typically a job would require a certain level of education.
Employers hiring for the investment finance job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and University Degree in Finance, Accounting, Economics, Business, Real Estate, MBA, Business/Administration, Engineering, Communication, Education
Skills for Investment Finance
Desired skills for investment finance include:
Desired experience for investment finance includes:
Investment Finance Examples
Investment Finance Job Description
- Assist in originating ABFG transactions that fit credit criteria of the group
- Evaluate potential transactions to determine quality of lending opportunities and appropriate transaction structure to maximize return on investment
- Quarterly and year-end tax reporting to investors
- Tax transaction analysis
- May work with derivative usage and hedging impacts on investment income
- Provide ad-hoc analysis to senior management and corporate real estate partners
- Oversee external accounting firms and control of reporting processes
- Monitor adherence with other local reporting obligations
- Manage the takedown of new investments and develop processes with third parties to ensure timely receipt of accurate information for our own needs
- Be able to critically analyse the results of investment entities and be able to confidently present to senior management
- Structured settlements
- Residential mortgage finance
- Experience negotiating documentation with clients, other banks and institutional investors, and others (including rating agencies)
- Strong credit skills, including formal credit training
- Strong analytical and modeling skills, including proficiency with Intex and other Securitization/structured finance modelling
- Able to work in team environment, able to deal with complexity and with multiple teams and deals at same time
Investment Finance Job Description
- Participates in various projects as assigned by management
- Participates in the W&SFG Enterprise-wide internship program
- Work across Global Consumer to validate investment ideas and form an opinion/recommendation on whether to fund using financial metrics and strategic business insights
- Collaborate with team members to implement a global investment management platform
- Oversee the overall strategic investment outlook for CPS by providing thought leadership on the Investment Optimization process
- Serve as the source of record for all Strategic Investment requests and ensure that teams in Finance and Business leverage the same set of consistent and accurate data
- Support strategic business analysis across the organization aimed at providing decision support to GCSG’s leadership
- Build and maintain relationships with key business partners to deliver results
- Ability to articulate decisions clearly and gain buy-in from stakeholders across the business
- Responsible to drive focus and initiatives on marketing ROI analysis - analysing data from markets, strategic procurement, interacting with relevant operations and marketing teams
- Understanding of securitization/BASEL regulatory capital rules a plus
- Background and/or strong interest in investment performance matters
- Understanding of fixed income products and strategies
- Interest in learning about investment management and the various investment strategies managed by GSAM
- Professional designation such as the CFA or CIPM is a plus, but not required
- Ability to model complex financial cases
Investment Finance Job Description
- The weekly transmission of Bacs payables including payroll, which is sent monthly
- Ensuring the correct authorisation process has been adhered to, before proposing the disbursement, challenging and updating matrices, where appropriate
- Producing monthly analysis and adhoc reports for senior management
- Communicating on a daily basis with our outsource partners to ensure an open communication channel to provide guidance and guarantee a strong healthy working relationship
- Create and monitor controls and procedures for accounting and operations processes
- Ensure accurate, complete and timely monthly, quarterly and annual reporting
- Assist in the documentation and review of accounting and operational processes
- Coordinate daily operational processes including cash management, loan funding, reconciliations, trade and settlement activities
- Ensure the accuracy and completeness of the recording of investment transactions to system of record
- Special project work relating to new investment initiatives or accounting policy changes
- Strong academic record with minimum Master’s degree in Accounting, Finance or a related discipline
- Must have skills and experience to work at Executive Director level within Investment Banks
- Significant accounting experience within Investment Banks
- Experience of working with private equity and hedge funds
- Must be a proficient user of Microsoft Office applications
- Experience of working in audit engagements
Investment Finance Job Description
- Continually identify and implement improvements in investment operations and reporting processes
- Research current and prospective client companies, comparable companies and transactions, and industries
- Compile and prepare appropriate marketing materials, conduct the necessary analysis, and incorporate the assembled information into client proposals
- Support analytical projects to optimize investment strategy and ensure long-term organizational goals are achieved
- Provide IO inputs for Revenue Committee, Operating Committee, Board, KIC and other senior level presentations
- Ensure governance and reporting of all AXP investments and drive insights into AXP’s investment strategy
- Manage the analysis and coordination of unfunded investment opportunities
- Lead the detailed investment forecast and R&O processes
- Support the annual financial target setting process for all BU’s
- Maintain and ensure data integrity within the team’s TM1 database and give ideas for enhancement under the Finance Forward Transformation
- Ability to demonstrate technical accounting knowledge in current area of expertise
- Proactive in identifying risks and proposing creative solution
- Must be a strong team player who is keen to work as part of a very diverse group
- Basic excel and MS office skills essential
- Strong academic record with minimum Bachelor’s degree in Accounting, Finance or a related discipline required
- Must have significant accounting experience within investment banks
Investment Finance Job Description
- Strategy Planning and Budgets and Forecasting
- Commercial - Manage and support the cross-function communication
- Corporate, Governance and Risk Management
- Systems and Procedures, Projects
- Leading the onboarding of new transactions, including investment structuring and coordination of closing activities such as funding, legal entity setups and internal approvals as required
- Reviewing system setup of new investments, working externally with investment partners/asset managers to communicate requirements and internally with various groups to ensure accurate reflection of investment structures for ongoing investment and legal entity-related reporting
- Overseeing the Manager, Investment Accounting to meet quarterly and annual reporting deadlines, including interactions with external auditors on investment-related questions
- Managing a high performing team across deal structuring and investment accounting activities
- Leading and/or significantly contributing to Investment Finance initiatives and projects related to processes, reporting and implementing new mandates
- Developing and enhancing internal controls and processes while streamlining, automating and proactively identifying opportunities for enhancements of existing processes
- Strong analytical skills – both qualitative (credit analysis) and quantitative (bond pricing) Analysts are expected to have the ability to develop and present credit views in a clear and concise manner across a diverse set of clients and sectors
- Strong knowledge of large scale capital projects, ideally within construction, infrastructure or transportation industries would be an advantage
- Experience in Investment Appraisal activities of infrastructure projects (CAPEX side)
- Ability to appropriately challenge and influence stakeholders
- Creative thinking around saving money
- Desirable - Business partnering experience