The Investment Analyst is an integral part of a dedicated and highly skilled team, responsible for providing outstanding customized service to our clients. The Investment Analyst will develop their analytical acumen through rigorous investment diligence and research. The individual in this role will work collaboratively with other teams and third parties to assist in coordinating investment efforts while delivering an outstanding overall Client e...
About the role. Behind many of life's most important transactions - buying a house, applying for a mortgage, getting a small business loan, or refinancing a credit card - is a network of credit relationships. Setpoint provides critical operational infrastructure for relationships between the world's largest banks, credit funds and capital markets counterparties. We're building trust in this system of credit. Setpoint is looking for an Investment ...
Job Summary. . Fiume Capital is a family office that provides accounting, financial, and investment services. Our mission is to build an enduring legacy within a dynamic entrepreneurial environment while cultivating a family-focused culture. Our company values include personal integrity, dedication, being a team player, humility, and being proactive. We are looking for an Investment Analyst to assist with underwriting and executing new investment...
Position. Investment Analyst. Location. Incline Village, NV (Reno/Tahoe Area). Company Overview. We are an independent, employee-owned institutional investment advisor specializing in convertible securities management. Established in 1971, we manage over $2 billion in assets for a global clientele that includes insurance companies, pension plans, foundations, and consultants. Our disciplined approach to convertible investing aims to maximize the ...
ASG is a New York-based investment firm that invests in global innovation across public and private markets, backing cutting-edge companies and top-tier managers across the Enterprise SaaS, Fintech, and Crypto/Web3 sectors. ASG is registered with the U.S. Securities and Exchange Commission and has more than $1 billion in AUM. Alpha Square Group is seeking a motivated and capable Investment Analyst to fill a full-time position on its Investment Te...
About Kuvare. Kuvare is a growth-oriented insurance platform that delivers diversified annuities, life insurance, and supplemental products to the middle-income and mass-affluent consumer segments through its acquisition-led growth strategy. Kuvare provides proven capabilities, strategic support, substantial resources, and patient capital to help insurance companies pursue and achieve sustainable growth opportunities. With its patient capital, Ku...
A company is looking for an Investment Reporting Analyst.Key ResponsibilitiesProduce and manage recurring investment reports for various stakeholdersPerform month-end portfolio performance procedures and ensure accurate reportingCollaborate with marketing, legal, and compliance teams to maintain external reporting standardsRequired QualificationsBachelor's degree in Finance, Accounting, Economics, or related fieldMinimum of 2 years of relevant wo...
A company is looking for an Investment Reporting Analyst.Key ResponsibilitiesProduce and manage recurring investment reports for various stakeholdersPerform month-end portfolio performance procedures and ensure accurate reportingCollaborate with marketing, legal, and compliance teams to maintain external reporting standardsRequired QualificationsBachelor's degree in Finance, Accounting, Economics, or related fieldMinimum of 2 years of relevant wo...
Investment Analyst. The Role. This is a full-time position, including benefits, based in Vancouver, WA. As our business grows, we are adding to our team and looking to hire an Investment Analyst. Reporting to our Director of Portfolio Services, this role focuses on the development, implementation, and management of multi-asset class portfolios. If you are an eager team-player who enjoys working in an energetic environment, this may be a great opp...
A company is looking for an Investment Reporting Analyst.Key ResponsibilitiesProduce and manage recurring investment reports for various stakeholdersPerform month-end portfolio performance procedures and ensure accurate reportingCollaborate with marketing, legal, and compliance teams to maintain external reporting standardsRequired QualificationsBachelor's degree in Finance, Accounting, Economics, or related fieldMinimum of 2 years of relevant wo...
About the role. Behind many of life's most important transactions - buying a house, applying for a mortgage, getting a small business loan, or refinancing a credit card - is a network of credit relationships. Setpoint provides critical operational infrastructure for relationships between the world's largest banks, credit funds and capital markets counterparties. We're building trust in this system of credit. Setpoint is looking for an Investment ...