Investments Analyst
Jobtailor
Support analytical reporting for Public and Private Markets portfolios, including performance, attribution, characteristics, and cash flows at portfolio and fund levels Monitor global economic, political, and investment trends and contribute insights to staff discussions and asset class reviews Support new and additional fund commitments by preparing subscription documents and letters of direction to banking partners Follow procedures for Public and Private Markets documentation, due diligence, and record retention Collaborate within a team environment and report to the Managing Director of Investments Work a hybrid schedule, currently Tuesday–Thursday on-site with optional remote work Mondays and Fridays Requirements Bachelor's degree or higher in Finance, Accounting, or a related field 3+ years of experience in a Finance, Accounting, Business or related role 3+ years of experience in both quantitative and qualitative analysis 3+ years of experience using Microsoft Word, Excel and PowerPoint Experience managing multiple projects simultaneously, prioritizing tasks, and meeting deadlines in a fast-paced environment Experience in a role which required strong interpersonal and communication skills Successful candidates must satisfy the Company’s Conflict of Interest (COI) assessment process U.S. Person required to meet U.S. export control compliance requirements Employer will not sponsor applicants for employment visa status Core Competencies Demonstrates expertise in analytical reporting for Public and Private Markets, with strong capabilities in quantitative and qualitative analysis. Proficient in managing multiple projects and collaborating effectively within a team environment while adhering to compliance requirements. Highest-signal resume keywords Analytical Reporting Quantitative Analysis Qualitative Analysis Microsoft Excel Project Management Hard Skills Performance Attribution Cash Flow Analysis Financial Analysis Due Diligence Record Retention Soft Skills Interpersonal Skills Communication Skills Team Collaboration Task Prioritization Deadline Management Industry Keywords Public Markets Private Markets Conflict of Interest U.S. Export Control Compliance Tools & Technologies Microsoft Word Microsoft PowerPoint #J-18808-Ljbffr Jobtailor
$100.3k - $135.7k
Experienced Investments AnalystCompany:The Boeing CompanyThe Boeing Company is seeking an Experienced Investments Analyst to join Trust Investments located in Chicago, IL.Boeing’s Trust Investments provides strategic leadership in managing Boeing’s approximately $125 billion...SuggestedPermanent employmentFull timeWork at officeRemote workVisa sponsorshipWork visaRelocation packageMonday to FridayFlexible hoursShift work- ...Ethos is seeking experienced investment analysts to help train AI models on professional presentations and slide decks. The role involves creating and refining AI-generated investment materials, with a track record of pitching ideas via memos and decks to investment committees...SuggestedImmediate startRemote workFlexible hours
$75k - $100k
...recommendations + Charitable gifting + College planning* Monitor asset allocations and rebalance as needed to align with clients' investment policy statement and overall goals and objectives.* Review and follow up on operation items such as wires, journals, account...SuggestedPermanent employmentTemporary workWork at officeFlexible hours- ...Senior Analyst, Investments | Industrial Owner/Developer | Chicago We are working with a fast-growing real estate investment firm that is looking for an Analyst to join their fast-paced Investments team, and support growth across a multibillion-dollar portfolio of industrial...Suggested
$70k - $80k
...Investment AnalystArticle Student Living is hiring an Investment Analyst to join our Investments team. The Investment Analyst will support investment activities across Acquisitions & Development, Asset Management, and Debt Capital Markets. You will provide financial underwriting...SuggestedWork at office- ...Ethos is seeking experienced analysts to train AI on professional presentations and slide decks. Remote, 5-20 hours weekly, ASAP start... ...asset manager experience, focusing on crafting and refining investment decks and memos. Role emphasizes excellent written communication...Immediate startRemote workFlexible hours
- ...focus on client objectives. Position Summary Bradford Allen is seeking an Analyst to join our team. This position offers the rare opportunity to work across a variety of real estate investment functions such as Acquisitions, Development, Debt & Equity Placement, Asset...Contract workFlexible hours
$80k - $110k
...Position: Governance & Investment Review Board (IRB) Analyst Location: St. Louis, MO Job Id: GIRB-26-025 # of Openings: 1 About the Opportunity Are you a tech enthusiast who loves solving complex problems? Do you have a keen eye for detail and excellent analytical skills...Temporary workFlexible hours$110k - $135k
...outstanding academic achievement.Financial analysis training and experience.0 - 3 years of successive relevant experience within investment and/or corporate banking.Shows initiative, prioritizes work, multi-tasks effectively.Highly skilled in building complex financial...Full timeContract workPart timeLocal area$125k
...business development, transaction execution and the delivery of investment banking products and services to clients and prospects.... ...training and mentorship to summer interns and less experienced Analysts.Responsibilities include but may not be limited to:Perform extensive...Temporary workSummer internship$115k
...business development, transaction execution and the delivery of investment banking products and services to our biotechnology clients and... ...summer interns and invest in teaching subsequent classes of analysts, imparting best practices.Develop specialization and sector knowledge...Temporary workSummer internship$116.98k - $125.27k
...techniques for producing robust aggregate data to use in our investment processes (15%). Expert knowledge in econometrics techniques and... ...to capture bottom-up risk information from Morningstar equity analysts (5%). ***Remote work requests will be considered consistent...Full timeTemporary workFixed term contractWork at officeRemote workFlexible hours$127.5k - $160k
...Inflation Sensitive and DiversifyingAbout the DepartmentThe Office of Investments manages and grows the University of Chicago’s endowment to... ...Office of Investments is seeking a Senior Investment Analyst to join our collaborative investment team, working alongside portfolio...Full timeWork experience placementWork at officeRemote workShift work$125k
...business development, transaction execution and the delivery of investment banking products and services to clients and prospects.... ...training and mentorship to summer interns and less experienced Analysts.Responsibilities include but may not be limited to:Perform extensive...Temporary workSummer internship$93.93k - $117.54k
...clients and prospects (5%). Continuously review and assess current investment products for improvements in product positioning, portfolio... ...product analysis experience in Investment Management Product Analyst, Financial Product Specialist, or related position.This...Full timeTemporary workWork at officeImmediate startRemote workFlexible hours- Investment Analyst Job Summary As an Investment Analyst, you operate in a team-based environment with responsibilities in performance reporting, investment manager due diligence, asset allocation modeling, and capital markets research. This is a full-time position with...Full time
$75k - $85k
Pearlmark is a Chicago-based investment firm that targets domestic core-plus to value-add real estate opportunities via commingled funds... ...group in its Chicago headquarters office as an Investment Analyst supporting the debt and equity platforms. This team member will...Full timeWork at office$85k - $105k
...About The Department The Office of Investments manages and grows the University of Chicago’s endowment to advance UChicago’s mission of... ...s future. Job Summary The Office of Investments is seeking an Analyst to join our collaborative operations team, working alongside others...Work experience placementWork at officeRemote work- ...Investment Analyst InternGray Capital, a dynamic investment fund with a strong focus on real estate, private equity, and venture capital, is seeking a highly motivated and detail-oriented Investment Analyst Intern to join our growing team. This internship is a unique...InternshipWork at office
- ...Location: Las Vegas, NV (Hybrid) Employment Type: Full-Time Industry: Investment Banking / Financial Services Experience Level: Analyst / Early Career Compensation: Competitive base + performance bonus (Varies by employer) About This Opportunity Career Launch AI is featuring...Full timeInternship
$125k
...business development, transaction execution, and the delivery of investment banking products and services to clients and prospects.... ...training and mentorship to summer interns and less experienced analysts. Responsibilities Perform extensive financial/valuation analyses...Temporary workSummer internship$93.93k - $117.54k
...clients and prospects. Continuously review and assess current investment products for improvements in product positioning and portfolio... ...product analysis experience in Investment Management Product Analyst, Financial Product Specialist, or related position. Minimum 2...Work at officeRemote workFlexible hours$95k - $115k
...personalized advice, nationally recognized research, and capital market investment banking expertise to clients who need help achieving their strategic financial goals. Investment Banking – Experienced Analyst D.A. Davidson & Co., a leading full-service investment...Full timeWork experience placementWork at officeNight shiftWeekend work$91.25k - $100.38k
...applicants must apply by 9/4/2026! OVERVIEW It is the mission of the Investment Department to optimize the total return of the IMRF investment... ...DUTIES AND RESPONSIBILITIES The Associate Investment Analyst II will be an integral member of the Investment Team overseeing...Casual workRemote workMonday to FridayNight shift1 day per week- ...Balmoral Advisors is an independent, sector-focused investment bank advising middle-market companies on mergers & acquisitions, corporate... ...Partners, a global association of investment banks. Analysts at Balmoral work directly with senior bankers on live...ApprenticeshipWork at officeWork from home2 days per week
- Title: Investment Banking Analyst's Levels 1, 2, & 3 Sector Coverages: Technology or Healthcare, or Industrials Location: Chicago About the Role We are currently partnered with a leading Investment Bank looking to bring on an Investment Banking Analyst at levels 1, 2,...
$65k - $75k
Summary Harbor Capital Advisors, Inc. is looking for an Analyst to join our vibrant and innovative Investment Operations Team. This role offers a chance to support the essential functions of our internally & & externally managed funds. The ideal candidate will possess strong...Work at officeImmediate startNight shift- Job Summary As an Analyst in the Mid‑Cap Investment Banking team in the Investment Banking Division, you will be a key player in the execution of the firm’s business. You will work with expert professionals at the heart of a leading global investment bank. Senior bankers...Work experience placement
- Investment Performance Analyst Job Summary As an Investment Performance Analyst, your primary role is to aggregate, input, calculate, and analyze financial information by producing detailed reports to measure performance and risk metrics of individual client investment...
$250k
...Healthcare Investment Banking Analyst / Associate – Career Launch AI Talent Network Location: San Francisco, CA & New York, NY Compensation: Associate: $250,000 – $450,000+ total compensation (Varies by firm) Type: Full-Time About This Opportunity This Healthcare Investment...Full time
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