Analyst - Investments
Asana Partners
Asana Partners is a retail real estate investment manager creating value in vibrant neighborhoods by leveraging vertically integrated capabilities and retail expertise. With more than $9 billion of assets under management, the firm is active in growth markets throughout the United States and is driven to make a positive impact within communities. Our distinctive company culture is the key to our success. We recruit high‑performing, ambitious individuals who are entrepreneurial and eager to maximize their potential in a team environment. We value relationship building – both internally and externally – and view it as the foundation for creating value for our neighborhoods and generating strong results for our investors. Asana Partners is known for our proven, strategic approach; our sophisticated, collaborative team; and our high‑quality portfolio. With offices in Charlotte, Atlanta, Boston, Columbia, Denver, Los Angeles, and New York, we were founded to be a firm that would provide career‑long opportunities for our people and a long‑term partner for our investors. Responsibilities Provide analytics, research, and advanced modeling support for the underwriting of acquisitions and dispositions in various markets across the United States. Utilize Argus Enterprise and Excel to highlight critical financial performance metrics, including income growth, unleveraged and leveraged IRRs, equity multiple, and return on capital. Facilitate the due diligence process for prospective transactions including managing and reviewing third‑party consultants’ reports, organizing site visits, reviewing and abstracting tenant leases, analyzing historical operating and annual reconciliation statements, scenario analysis, and the investment closing process. Provide analytical support for debt capital markets and investment management functions, including property‑level strategic planning, budgeting, forecasting, tenant analysis, and leasing decision analysis. Prepare written investment committee memorandums and participate in investment committee meetings. Monitor and analyze key economic and demographic trends in target markets and submarkets. Enhance technical skills in a variety of areas, including Argus Enterprise modeling, Excel modeling, GIS analytics, and PowerPoint. Requirements 1–2+ years’ experience in real estate investments, asset management, or capital markets. Deep understanding of and experience with real estate acquisitions, capitalization, and principal ownership. Excellence in Excel, Word, and PowerPoint; Argus Enterprise experience strongly preferred; advanced Excel modeling experience required. Strong work ethic, self‑motivated, and capable of effective independent judgment. Unwavering compliance with deadlines. Acute attention to detail and passion for quality and excellence. Strong organizational and process skills to manage multiple competing priorities. #J-18808-Ljbffr Asana Partners
$100k - $115k
...unique businesses - Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster... ...institutions and communities around the world.Job DescriptionAs an Analyst on the Investment Performance team, you will serve a critical...SuggestedFull timeWork experience placementH1bWork at officeWork from homeVisa sponsorship1 day per week$94.88k - $151.8k
...opportunity.Requisition #: 76289The Role at a GlanceLincoln's Investment Data & Analytics team is building a centralized data, operations... ...Investments organization. We are adding a data operations analyst who will roll into the Investment Data & Analytics team and serve...SuggestedWork experience placement3 days per week- ## Analyst, Investment Content OperationsApplylocations: Charlottetime type: Full timeposted on: Posted Todayjob requisition id: 2026-8987### ### **Job Description:**Dimensional’s Investment Solutions Group (ISG) acts as a source of specialized investment knowledge that...SuggestedWork at officeRemote workMonday to Friday
- Citizens is seeking an ambitious Investment Banking Analyst to join our Investment Banking team in Charlotte covering the Defense, Government, Engineering and Industrial Services sectors. The Investment Banking Analyst will be involved in all facets of Citizens’ investment...SuggestedLocal areaMonday to Friday
$70k - $156k
...client experience, market trends, and data within PNC systems. The analyst must connect these areas to deliver holistic, business-... ...management, relationship-based customer service and community investments. Our inclusive workplace allows our employees to be heard, valued...SuggestedFull timeTemporary workPart timeWork experience placementWork at office- A global asset management firm is seeking a Pricing Data Analyst to manage and validate pricing data for various investment products in Charlotte, North Carolina. In this role, you will collaborate with Data Operations and technology teams to ensure accurate data and improve...
$93.77k - $179.24k
...regulatory reporting, including Bank Holding Company reporting, Enterprise GAAP reporting, P&C and Life Insurance STAT reporting, and/or investment reporting.Acquires and applies demonstrated knowledge of appropriate and applicable industry practices and relevant USAA...Full timeH1bWork at officeRemote workHome officeRelocation packageFlexible hours$128k - $252.5k
...Services Industry consulting practice is the largest in the world, serving over 90% of Fortune 500 banking, insurance, securities, investment management, and real estate companies. Qualifications Required: Bachelor’s degree2+ years of experience in commercial insurance...$86.5k - $164.35k
...training, and peer & field development.8. The Advice and Planning Analyst III may have the opportunity to meet with clients and... ...of issues relating to financial planning including income tax, investments, debt management, retirement planning, employee benefits, stock...Full timePart timeWork experience placementWork at officeShift workDay shift- TypeDirect PlacementSalaryUp to $100,000 / yearJoin a Growing Investment Firm Supporting Complex Private Credit & Investment OperationsWe are partnering with a rapidly growing investment management firm seeking an early-career finance professional who is ready to build...Work at office
- ...Client, A Global Asset Manager is seeking to hire a Pricing Data Analyst to join their Data Operations team in Charlotte, North... ...will manage and validate pricing data for a diverse range of investment products. You will partner with Data Operations, Engineering &...
$134.5k - $265.1k
...Subject matter expertise in one or more financial services areas (Retail, Commercial, Transaction, Wholesale, Cards & Payments, Wealth/Investment Mgmt, Capital Markets, Real Estate, FinTech/PE).Prior experience in risk management role or at a U.S. banking regulator....Work at officeVisa sponsorship- ...Asana Partners Analyst Program Asana Partners is a retail real estate investment firm creating value in vibrant neighborhoods by leveraging vertically integrated capabilities and retail expertise. With more than $8 billion of neighborhood assets under management, the...
- ...this role:Wells Fargo is seeking a Lead Business Aligned Finance Analyst, to work in Technology Finance supporting the Chief Data Office... ...for assigned CDO portfolios, including operating expenses, investing planning, headcount, vendor management, efficiency initiatives...Full timeWork experience placementWork at officeRelocation package
$110.7k - $218.3k
...Subject matter expertise in one or more financial services areas (Retail, Commercial, Transaction, Wholesale, Cards & Payments, Wealth/Investment Mgmt, Capital Markets, Real Estate, FinTech/PE).Prior experience in risk management role or at a U.S. banking regulator....Work at officeVisa sponsorship- ...Join to save Investor Relations Analyst at Mach Partners Investment firm looking for another well-rounded member: Good mix or investor relations, oversight, and client facing Strategy execution, performance metrics, and briefing notes Work with deal team and aid executives...Full time
- ...Consumers Market division. Your colleagues will include actuaries and analysts who have a wide range of expertise. The Life Pricing team... ...research, assumption setting, and collaboration with ALM, investment, and reinsurance teams.Own and maintain pricing models, ensuring...Full timeWork at officeWork from homeRelocation packageFlexible hours1 day per week
- ...opportunities or risks.Oversee credited rate and index rate setting on the life business, using data driven analysis. Partner with Investments, Hedging and Finance to make decisions on rates and spreads and communicate results to management.Collaborate with the Enterprise...Full timeWork from homeRelocation packageFlexible hours1 day per week
- ...be based in either New York, NY or Charlotte, NC.This position will report to the Manager, Capital Markets.The Portfolio Management Analyst on the Capital Markets team will own the reporting and data infrastructure that keeps Palmetto's active financing portfolio clear...Local areaShift work
- Job TitleThis role provides support to the Corporate Insurance Risk Manager by managing loss control activities, risk functions (RCSA, vendor risk management, procedures management, bill payments and wires) development of relationships with vendors and brokers; accounting...Remote work
$128k - $252.5k
...purpose comes through in our work with clients that enables impact and value in their organizations, as well as through our own investments, commitments, and actions across areas that help drive positive outcomes for our communities. Learn more. Professional development...Local areaVisa sponsorship$148.2k - $292.3k
...Advise clients on alternative plan designs, reimbursement models, and value-based care strategies, including analysis of return on investment for medical management initiatives Support reserve analyses related to health care liabilities, including work performed in...Local areaVisa sponsorship- ...success by leading a team of actuaries, including students and analysts, to develop, price, and support the launch of new annuity... ...strategy, product innovation, sales & distribution, finance & risk, investment) to develop solutions that foster strategic growthEmbody a...Full timeWork at officeImmediate startRelocation packageFlexible hours
- ...ProSidian assists client leaders in maximizing company return on investment capital through design and execution of operations core to... ...more information.Job DescriptionProSidian Seeks a Lead Actuarial Analyst - FCAS Crop Insurance (Contract Contingent) in CONUS - Varies...Full timeContract workTemporary workFor contractorsWork at officeFlexible hours
$180.2k - $355.1k
...Advise clients on alternative plan designs, reimbursement models, and value-based care strategies, including analysis of return on investment for medical management initiatives Lead actuarial modeling and analysis to assess the impact of trend changes in the health care...Local areaVisa sponsorship- ...Strategy, Sales, and Operational Responsibilities of the Sales Analyst Position for Treasury, Commercial Card, and Merchant: a. In... ..., veteran status, or other classification protected by law. Truist is a Drug Free Workplace. SunTrust Investment Services, Inc.Full timePart timeWork experience placement
$108.5k - $195.9k
...development and evolving regulatory requirements. This is a highly collaborative role, partnering with stakeholders across Finance, Investments, Pricing, Risk Management, and Experience Studies to provide valuation and regulatory insights. The position also offers exposure...Work experience placement- Job Description:Investment Engineering is part of the Investments Team within Dimensional. Investment Engineering is responsible for ownership of investment data, which means managing data from acquisition through distribution, driving analysis to create information from...Full time
$64k - $101k
...making a difference. Position Overview The Financial Reporting Analyst at BWXT ensures the accuracy and integrity of financial... ...balances, currency translation adjustments and inter-company investments. What We Offer Competitive salary and benefits package, including...For contractorsLocal areaFlexible hours3 days per week- ...Account Analyst II of Corporate Trust Escrow Services Administration The Account Analyst II of Corporate Trust Escrow Services Administration... ...in this role including fingerprinting and acceptable background check prior to employment SunTrust Investment Services, Inc.Work at officeNight shift
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