Investment Analyst jobs in Georgia

Investment Analyst analyzes and researches financial markets, securities, and investment products to assess risks, evaluate potential returns, and make informed investment decisions for an organization. Collects and researches economic data, financial metrics, and market conditions to develop and build financial models, forecasts, and investment strategies. Being an Investment Analyst monitors and analyzes portfolio performance, asset allocation, and risk exposure to ensure alignment with the organization's investment objectives, strategies, and risk tolerance levels. Prepares investment reports and analyses on investment opportunities or strategies to identify trends and recommend actions for the organization. Additionally, Investment Analyst utilizes mathematical formulas and statistical analyses to identify potential or alternative investments and calculate and evaluate financial health, returns, and fair value of securities, assets, or other investments. Requires a bachelor's degree. Typically reports to a manager. The Investment Analyst work is generally independent and collaborative in nature. Contributes to moderately complex aspects of a project. To be an Investment Analyst typically requires 4-7 years of related experience. (Copyright 2024 Salary.com)

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Real Estate Assest Management Analyst
  • AXA Investment Managers
  • Alpharetta, GA FULL_TIME
  • Job Purpose

    The Asset Management Group is responsible for managing privately-placed commercial real estate debt (commercial mortgages, mezzanine loans, and B-notes) on behalf of its clients. The position will focus on financial modeling and analysis, asset valuation, asset and market due diligence, processing borrower requests and other special projects.

    Key Accountabilities

    • Process borrower requests and prepare draft case recommendations for Asset Manager review including requests for loan modifications, loan assumptions, easements, casualty and condemnation awards, future advances, reserve disbursements, lease and SNDA reviews, partial releases, property manager changes, and loan payoffs.
    • Interface with third-party loan servicer and Borrower to monitor loan status and process Borrower requests.
    • Review and abstract loan documents for newly closed loans.
    • Manage and update a pipeline report detailing status of active borrower requests, loan tickler dates, springing reserve dates, and post-closing obligations.
    • Monitor a monthly watch list report to identify assets triggering watchlist hurdles. For assets identified as high risk/low rated, provide a monthly updated summary of property financial performance, market performance, and expected outcome/resolution for asset including any projected losses.
    • Use of Excel and Argus to prepare financial modelling of underlying collateral.
    • Prepare drafts of annual loan summary reports for Asset Manager review which include a collateral summary, loan terms summary, property condition review, market analysis, overview of tenancy, summary of sponsorship, a re-underwriting of loan collateral, identifying notable investment risks and expected performance of loan.
    • Review property and guarantor annual financial reporting packages and prepare summary reports for Asset Manager review.
    • Review borrower construction loan draw requests and prepare loan funding packages for Asset Manager Review.
    • Assist Asset Manager in underwriting refinances of existing loans.
    • Conduct annual physical inspections of loan collateral and prepare inspection reports.
    • Prepare ad hoc analyses at the direction of the Asset Manager.

    Your Profile

    Education/Qualifications

    Role Requirements

    • Bachelor of arts, science, or Bachelor of Business Administration. Course work in economics, business administration, finance, accounting, urban planning, mathematics and real estate are all beneficial

    Experience

    • Entry level position, interest in Finance and Real Estate

    Knowledge and Skills

    • Strong written and oral communication skills
    • Strong quantitative and analytical skills
    • Computer skills necessary to perform the job include a working knowledge of Microsoft Office, Excel, Word and PowerPoint. Experience with Argus a plus.
    • 10%-20% travel may be required.

    Competencies

    • Ability to multi-task
    • Must be able to work independently
    • Ability to work in a team environment
    • Strong interpersonal skills
    • Results oriented with the ability to adapt to a changing environment

    About AXA

    Would you like to wake up every day driven and inspired by our noble mission and to work together as one global team to empower people to live a better life? Here at AXA we strive to lead the transformation of our industry. We are looking for talented individuals who come from varied backgrounds, think differently and want to be part of this exciting transformation by challenging the status quo so we can push AXA - a leading global brand and one of the most innovative companies in our industry - onto even greater things. In a fast-evolving world and with a presence in 64 countries, our 166,000 employees and exclusive distributors anticipate change to offer services and solutions tailored to the current and future needs of our 103 million customers.

    About The Entity

    At AXA IM we are investing with a clear purpose – to make the world a better place. We act for human progress by investing for what matters. Our conviction-led approach enables us to uncover what we believe to be the best global investment opportunities across alternative and core asset classes. We are already entrusted by our clients with more than €887 billion in assets.

    AXA Investment Managers | Home | AXA IM Corporate (axa-im.com)

    AXA IM is an Equal Opportunity Employer, and we encourage candidates with disabilities or any other protected characteristic to apply. We are committed to providing reasonable accommodation to qualified applicants and employees with disabilities, when needed, to apply for a position or to perform essential job functions.

    Inclusion and Diversity | Careers | AXA IM Corporate (axa-im.com)

    What We Offer

    We are committed to offer you an environment where you can:

    • Grow your potential: be part of a forward-thinking business with internal opportunities and personalized learning paths available to help constantly develop your skills and abilities.
    • Shape the way you work: work for a company which is highly committed to providing flexibility & balance to its employees, offering you a large range of benefits (hybrid working, competitive health benefits, among many others.).
    • Thrive within a diverse community: play a role within a responsible company that actively recognizes and values individual differences in a diverse and inclusive workforce.
    • Move the world forward: join a responsible employer that acts in favor of societal and environmental causes as an investor, insurer and company, notably through the AXA Heart in Action association. As part of our commitment to sustainability and environmental responsibility, we will celebrate your arrival by planting a tree.
  • 2 Days Ago

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Investment Performance Analyst
  • Aon
  • Atlanta, GA FULL_TIME
  • Aon is looking for an Investment Performance Analyst in Atlanta, GAResponsibilitiesAn IC Performance Analyst uses technical, analytical, and communication skills to support consultants and clients in ...
  • 2 Days Ago

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Investment Management Analyst
  • Landmark Properties, Inc.
  • Atlanta, GA FULL_TIME
  • Job DescriptionAs an Investment Management Analyst, you will be a member of the Investment Management Team working to assist with the management of Landmark’s existing portfolio of owned assets, the u...
  • 2 Days Ago

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Investment Analyst/Trader
  • Judson Group
  • Atlanta, GA FULL_TIME
  • Judson Group has been retained by a very well respected and recognized RIA in the search for an Investment Analyst/Trader. This individual will work closely with the firm’s Advisors to provide tailore...
  • 6 Days Ago

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Analyst, Video Investment
  • Publicis Groupe
  • Atlanta, GA FULL_TIME
  • Company DescriptionZenith is the ROI Agency. Our more than 6,000 specialists across 95 markets offer unparalleled capabilities in Media, Data, Technology, Commerce and Content. We put effectiveness at...
  • 7 Days Ago

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Analyst, Video Investment
  • Zenith
  • Atlanta, GA FULL_TIME
  • Company Description Zenith is the ROI Agency. Our more than 6,000 specialists across 95 markets offer unparalleled capabilities in Media, Data, Technology, Commerce and Content. We put effectiveness a...
  • 8 Days Ago

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Investment Analyst
  • Oasis Management Company Ltd.
  • Austin, TX
  • Description: Oasis seeks to attract bright, curious minds to help the firm create value for investors in the Oasis funds...
  • 6/10/2024 12:00:00 AM

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Investment Analyst
  • HECKMANN FINANCIAL
  • Middleton, WI
  • About Heckmann Financial: Heckmann Financial is a holistic financial planning and wealth management group located in Mid...
  • 6/10/2024 12:00:00 AM

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Investment Analyst
  • MassMutual
  • Boston, MA
  • Role: Investment Analyst Department: Investment Management Team: Quantitative Research & Development Location: Springfie...
  • 6/10/2024 12:00:00 AM

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Investment Analyst
  • Trog Hawley Capital
  • West Palm Beach, FL
  • Company Description Trog Hawley Capital is a single-family office established in 2012, located in West Palm Beach, Flori...
  • 6/10/2024 12:00:00 AM

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Investment Analyst
  • MassMutual
  • Hartford, CT
  • Role: Investment Analyst Department: Investment Management Team: Quantitative Research & Development Location: Springfie...
  • 6/10/2024 12:00:00 AM

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Investment Analyst
  • Sarasota, FL, Co.
  • Sarasota, FL
  • Sarasota, FL, Co. seeks an Investment Analyst. BA in business req. Send detailed resume to: Ceres Environmental Services...
  • 6/10/2024 12:00:00 AM

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Investment Analyst
  • Fanning/Masis
  • Boston, MA
  • Investment Analyst Seeking to recruit an Analyst to work with our Investment Strategy team. The individual will be focus...
  • 6/8/2024 12:00:00 AM

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Investment Analyst
  • Heck Capital Advisors
  • Rhinelander, WI
  • Position Location Rhinelander, WI Background of Heck Capital Advisors Heck Capital Advisors, LLC is an independent inves...
  • 6/7/2024 12:00:00 AM

Georgia is a state in the Southeastern United States.Beginning from the Atlantic Ocean, the state's eastern border with South Carolina runs up the Savannah River, northwest to its origin at the confluence of the Tugaloo and Seneca Rivers. It then continues up the Tugaloo (originally Tugalo) and into the Chattooga River, its most significant tributary. These bounds were decided in the 1797 Treaty of Beaufort, and tested in the U.S. Supreme Court in the two Georgia v. South Carolina cases in 1923 and 1989. The border then takes a sharp turn around the tip of Rabun County, at latitude 35°N, thou...
Source: Wikipedia (as of 04/17/2019). Read more from Wikipedia
Income Estimation for Investment Analyst jobs
$97,811 to $132,800

Investment Analyst in Vineland, NJ
In your investment analyst job description, you might indicate you desire a candidate who has abundant experience in financial research.
October 04, 2019
Investment Analyst in Saint Petersburg, FL
However, in general investment analysts examine economic trends and their impact on investment potential.
November 03, 2019
Investment Analyst in Fort Collins, CO
A good system will enhance an investment manager’s research by centralizing information, fostering collaboration, and increasing productivity.
December 15, 2019