Associate, Investments Resume Samples

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E O'Reilly

Edwardo

O'Reilly

723 Wilford Courts

Houston

+1 (555) 211 7724

723 Wilford Courts

Houston

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

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

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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

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

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

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

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

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

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

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

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

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

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

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

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)

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

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

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

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

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

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

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.)

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