Investment Analyst Job at Robert Half
Our downtown client is looking for an Investment Analyst. We see a person with a strong analytical aptitude to work with a team. This is an ideal spot for someone from banking and who is an expert with Microsoft Excel.
Prepare and review of monthly budgeting and cashflow needs for various shareholders. Coordinate funding process. Prepare and maintain loan schedules on a monthly basis. Prepare quarterly liquidity reports for shareholders. Develop relationship with portfolio managers and monitor quarterly investment performance. Prepare reporting documents for quarterly Investment Committee meetings. Participate in quarterly Investment Committee meeting discussions and prepare minutes. Prepare semi-annual reporting for private company investments Prepare annual net worth statements for shareholders. Prepare and maintain long-term forecasts for cash flow, net worth, and estate liquidity for all shareholders. Assist in Treasury functions as required Participating in special projects as required.
You should have experience and aptitude in these areas: Liquidity Risk Management Cash Flow Analysis Alternative Investments Investment Portfolios Net Worth Treasury Financial Reporting Philanthropy and the Philanthropic Community
There is an administrative component to the role. Position is a hybrid model.
Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.
Robert Half puts you in the best position to succeed by advocating on your behalf and promoting you to employers. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity – even on the go. Download the Robert Half app and get 1-tap apply, instant notifications for AI-matched jobs, and more.
Questions? Call your local office at 1.888.490.5461. All applicants applying for Canadian job openings must be authorized to work in Canada.
© 2023 Robert Half. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use .
Please Note :
optimuspartners.com is the go-to platform for job seekers looking for the best job postings from around the web. With a focus on quality, the platform guarantees that all job postings are from reliable sources and are up-to-date. It also offers a variety of tools to help users find the perfect job for them, such as searching by location and filtering by industry. Furthermore, optimuspartners.com provides helpful resources like resume tips and career advice to give job seekers an edge in their search. With its commitment to quality and user-friendliness, Site.com is the ideal place to find your next job.
Prepare and review of monthly budgeting and cashflow needs for various shareholders. Coordinate funding process. Prepare and maintain loan schedules on a monthly basis. Prepare quarterly liquidity reports for shareholders. Develop relationship with portfolio managers and monitor quarterly investment performance. Prepare reporting documents for quarterly Investment Committee meetings. Participate in quarterly Investment Committee meeting discussions and prepare minutes. Prepare semi-annual reporting for private company investments Prepare annual net worth statements for shareholders. Prepare and maintain long-term forecasts for cash flow, net worth, and estate liquidity for all shareholders. Assist in Treasury functions as required Participating in special projects as required.
You should have experience and aptitude in these areas: Liquidity Risk Management Cash Flow Analysis Alternative Investments Investment Portfolios Net Worth Treasury Financial Reporting Philanthropy and the Philanthropic Community
There is an administrative component to the role. Position is a hybrid model.
Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.
Robert Half puts you in the best position to succeed by advocating on your behalf and promoting you to employers. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity – even on the go. Download the Robert Half app and get 1-tap apply, instant notifications for AI-matched jobs, and more.
Questions? Call your local office at 1.888.490.5461. All applicants applying for Canadian job openings must be authorized to work in Canada.
© 2023 Robert Half. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use .
Please Note :
optimuspartners.com is the go-to platform for job seekers looking for the best job postings from around the web. With a focus on quality, the platform guarantees that all job postings are from reliable sources and are up-to-date. It also offers a variety of tools to help users find the perfect job for them, such as searching by location and filtering by industry. Furthermore, optimuspartners.com provides helpful resources like resume tips and career advice to give job seekers an edge in their search. With its commitment to quality and user-friendliness, Site.com is the ideal place to find your next job.