Investment Associate
Growth Equity Interview Guide
Hamilton Lane is seeking an Associate for Infrastructure and Real Assets Investing to work on opportunities across private equity infrastructure and natural resources. You’ll participate in sourcing, due diligence, and investment processes, collaborating with a talented team. The role emphasizes rigorous financial modeling, client communication, and leadership of analysts while managing multiple projects in a dynamic environment. #J-18808-Ljbffr
$87.2k - $124.5k
...Strong analytical skills with ability to identify strengths and mitigate risks. Knowledge of commercial real estate lending (investment and owner-occupied). Proficient in Commercial & Industrial lending including debt service coverage, cash flow, A/R and A/P, WIP...SuggestedTemporary workLocal areaFlexible hours$96.5k - $207.5k
...and creditor rights, and shows interest in further knowledge development. Mentors junior team members including Credit Analysts, Associates, and Principals. Performs additional job-related duties as assigned. Supervisory Responsibilities Provides employees with timely,...SuggestedWork at office$230k - $270k
CSL's R&D organization is accelerating innovation to deliver greater impact for patients. With a project-led structure and a focus on collaboration, we’re building a future-ready team that thrives in dynamic biotech ecosystems. Joining CSL now means being part of an agile...SuggestedWork at officeWorldwide- ...projections including troubleshooting model calculations Analyze model output ensuring accuracy with intended model purpose Risk and Investments tasks: Update quarterly stress testing results and compare versus risk appetite and limit Monitoring investment portfolio to...SuggestedFull timeContract work
$108.5k - $195.9k
...Engage with stakeholders across Accounting, MRM, Pricing, ERM, Investments, Audit, and the Qualified Actuary team Drive Innovation... ...Clearly defined career tracks and job levels, along with associated behaviors for each of Lincoln's core values and leadership attributes...SuggestedWork experience placementWork at officeWork from homeRelocation package3 days per week- ...Hirtle & Co. was founded in 1988 as the original investment office serving non-profits and philanthropic families. Our mission is to strengthen the institutions and families who positively impact our world. Serving as a dedicated independent investment office has been...InternshipWork at officeLocal area
- ...Overview As an Investment Analyst, this individual will support the AVP of Investment Banking with financial modeling, valuations, due diligence, business performance metrics, and create presentations on several business transactions. This is a great way to get your foot...Work at office
- ...confidential manner. All other duties as assigned. Qualifications A Bachelor’s Degree in Business, Accounting, Finance (or an Associate’s Degree plus two (2) years’ of experience. Minimum of five (5) years’ banking or related field experience. Excellent verbal and...Self employmentWork at officeLocal area
- Hirtle & Co. is looking for an Investment Analyst to join their private equity team in Conshohocken, PA. In this role, you’ll evaluate investment opportunities, lead due diligence, and prepare proposals for the investment committee. You’ll work closely with senior team...Work at office
$20.67 - $31.25 per hour
...role will require significant influence of partners such as Key Investment Services, Mortgage and Business Banking sales professionals. (... ..., and recommend strategies. Understanding and managing risks associated with banking operations and client transactions. Strong verbal...Hourly payWork experience placementDay shift- About this role: Wells Fargo is seeking an CA-WA Private Mortgage Banker (SAFE) in Consumer Lending as part of Home Lending. Learn more about our career areas and lines of business at wellsfargojobs.com. In this role you will: * Participate in soliciting residential mortgages...Work experience placementWork at officeLocal areaImmediate startNight shiftWeekend work
- ...that information in creating customized customer solutions. Managing Risk – Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework. Qualifications...Full timeTemporary workWork experience placementWork at office
- ...plus incentive environment with individual sales goals six months of cash handling experience Bachelor's Degree or business-relevant Associate's Degree such as business management, business administration or finance Core Competencies Demonstrates expertise in client...
$25 - $38.46 per hour
...financial advice. As a PCB, you will deliver and refer appropriate financial solutions to KeyBank's client base with up to $2M in investable assets. The PCB helps new and existing clients achieve confidence in their financial wellness by assessing their financial needs,...Hourly payWork experience placementFlexible hoursDay shift- ...benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You'll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it - Wells Fargo once...Temporary workWork experience placementImmediate start
- ...influencing business partners and leveraging centers of influence, as this role will require significant influence of partners such as Key Investment Services, Mortgage and Business Banking sales professionals. (required) Working knowledge of PCs (MS Windows and Office Products...Work experience placementDay shift
$240k - $420k
...Philadelphia | Hybrid Investment Funds Associate Attorney Multiple Opportunities Available Compensation $240,000 - $420,000+ Aligned Talent Acquisition is actively partnering with AmLaw 50, AmLaw 100, AmLaw 200, regional, and boutique law firms...- Key Responsibilities Participates as a member of the Information Security Governance, Risk, and Compliance (GRC) team with primary focus on Identity & Access Management and access governance. Assists in the administration and operation of IAM and access-related audit...Internship
- ..., including deposits, lending, cash management, payments, and investing. Solves clients' problems courteously and with urgency, escalating... ...Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they...Full timeTemporary workPart timeWork experience placementWork at officeShift work
- ...accounts, deposits, withdrawals, and loan applications, as well as cross selling other credit union services like credit cards, investments, insurance and IRA's. Through quality customer interactions that exceed expectations and are rooted in the four guiding principles...Work at officeLocal area
- ..., including deposits, lending, cash management, payments, and investing. Solves clients’ problems courteously and with urgency, escalating... ...Managing Risk – assessing and effectively managing all risks associated with business objectives and activities to ensure they adhere...Full timeTemporary workPart timeWork experience placementWork at office
$37.44k - $52.8k
...Job Description At WSFS Bank, we empower our Associates to grow their careers, guide our customers to secure their financial futures, and actively support our Communities so they can fully thrive. Careers with WSFS Bank offer an inclusive and supportive culture, competitive...Full timeH1bVisa sponsorshipMonday to FridayFlexible hours- ...Conshohocken, PA, is seeking a Director, Financial Planning to guide high-net-worth clients with fee-based financial planning and investment advice. You will lead a growing advisory practice, work under fiduciary standards, and collaborate with Client Service Managers...Full time
- Edelman Financial Engines, LLC is seeking an experienced Director of Financial Planning in Conshohocken, PA to deliver objective, fee-based financial planning and asset management for a growing client base. You will work with a dedicated team and retirement planning tools...Full time
$50k - $70k
Responsive recruiter Benefits: ~401(k) matching ~ Bonus based on performance ~ Competitive salary ~ Dental insurance ~ Health insurance ~ Opportunity for advancement ~ Paid time off ~ Training & development Acquisitions...Full timeFor contractorsWork at office- ...being through tailored solutions aligned with clients' wholistic needs, including deposits, lending, cash management, payments, and investing. Solves clients' problems courteously and with urgency, escalating where necessary. Acts as an advocate for clients and prospects...Full timeTemporary workPart timeWork experience placementWork at officeShift work
- Responsibilities (This role has a hybrid schedule with 3 days in office and 2 days remote) Join a dynamic organization driven by our passion for healthcare. UHS is seeking talented individuals who are eager to contribute their expertise and pursue rewarding careers. As...Work at officeLocal areaRemote work
$90k - $130k
...cash flow inputs and liquidity projections. Daily Liquidity Management: Manage daily cash position, optimize short-term borrowing/investment decisions, and ensure sufficient liquidity to meet operational needs. Bank Relations: Manage banking relationships, administer...Temporary workImmediate start- WSFS Bank is seeking a Private Banking Portfolio Manager to partner with Relationship Managers and Portfolio Administrators. You will monitor client portfolios, conduct annual reviews, renew facilities, and underwrite new lending opportunities in alignment with Credit ...
$30 - $35 per hour
...experience within a financial services, wealth management, or investment firm environment , ensuring familiarity with industry-... ...Cassandra Coakley Benefit offerings available for our associates include medical, dental, vision, life insurance, short-term disability...Hourly payTemporary workLocal areaMonday to Friday
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