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Investment Associate

Augment Jobs
Orlando, FL Full Time
POSTED ON 2/3/2025
AVAILABLE BEFORE 3/30/2025
THIS JOB CAN BE FOUND ON OUR EXCLUSIVE JOB BOARD, IT IS NOT A DIRECT ROLE AT AUGMENT JOBS.

Job Summary: We are seeking a motivated and detail-oriented Investment Associate to join our dynamic team. The ideal candidate will support the investment process through research, analysis, and portfolio management activities. This role offers an excellent opportunity for professional growth and exposure to a wide range of investment strategies.

Key Responsibilities

  • Conduct in-depth market research and financial analysis to identify investment opportunities.
  • Assist in the evaluation of potential investments, including due diligence and risk assessment.
  • Monitor and analyze portfolio performance, providing regular updates and reports to senior management.
  • Collaborate with the investment team to develop and implement investment strategies.
  • Prepare investment memos and presentations for internal and external stakeholders.
  • Stay up-to-date with market trends, economic developments, and regulatory changes affecting investments.
  • Support the team in managing client relationships and communicating investment strategies.

Qualifications

  • Bachelor’s degree in Finance, Economics, Business, or a related field; CFA or progress towards CFA designation is a plus.
  • 2-4 years of experience in investment analysis, finance, or a related field.
  • Strong analytical skills with proficiency in financial modeling and valuation techniques.
  • Excellent written and verbal communication skills.
  • Ability to work both independently and collaboratively in a fast-paced environment.
  • Proficiency in Excel and financial analysis tools; experience with Bloomberg or other investment software is a plus.

Benefits

  • Competitive salary and performance-based bonuses.
  • Comprehensive health, dental, and retirement plans.
  • Opportunities for professional development and continuing education.
  • Flexible work environment and paid time off.

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