Investment Analyst Salary at Valor Capital Group Llc BETA

Investment Analyst https://geowealth.com/careers/investment-analyst-chicago-il/ Chicago, IL | Full time, hybrid on-site schedule ________________________ OPPORTUNITY GeoWealth is a Chicago-based fintech firm that offers an award-winning digital advisory platform, including Turnkey Asset Management Platform (“TAMP”) capabilities. We deliver a comprehensive and fully integrated wealth management technology platform to professionals in the financial services industry. The Investment Solutions Team is seeking a highly motivated Investment Analyst to support the Chief Investment Officer and Senior Portfolio Manager in delivering investment insights, portfolio management analytics and execution, and client-facing materials across the firm’s investment platform. Learn more about GeoWealth via our website and LinkedIn profile. ________________________ RESPONSIBILITIES Conduct portfolio analytics and attribution, including performance, risk, and positioning analysis for proprietary GeoWealth mo

Thor Urbana is a leading real estate development and investment company in Mexico. Through a vertically integrated platform, the company specializes in the search, acquisition, development, operation, repositioning, marketing, and sale of various institutional-quality real estate projects, including industrial buildings, luxury hotels, residential communities, corporate offices and shopping centers located in the country’s premier industrial markets, major cities, and tourist destinations. With more than $3.6 billion USD in AUM, Thor Urbana is an affiliate of Thor Equities Group, a New York-based fund managing over $20 billion USD in AUM. Position: Investment Analyst Main Responsabilities: Financial assessment of potential investment opportunities. Preparation of investment memos and pitch decks for prospective investors, capital raising initiatives, and deal structuring. Active participation in the Due Diligence process. Development of analytical reports to support portfolio managemen

JOB DESCRIPTION The Kovitz Global Investment Committee evaluates investment managers and asset classes in the context of managing client portfolios. Our approach more closely resembles an endowment approach than a typical wealth manager. The analyst will work with senior investment team members to identify and research investment managers focused on both public and private investments. The research process emphasizes both qualitative and quantitative analysis. You will be speaking with investment managers, former manager employees, peer asset allocators, and other professionals relevant to building an investment thesis. Effective communication will be critical as you build an investment case, draft investment memos, and make recommendations to the team. This is an opportunity to join a team where one can bring meaningful contributions to the investment process and progress professionally within an established and growing wealth management firm. REQUIRED QUALIFICATIONS Entrepreneurial,

Investment Analyst en Soda Crowd ¿Qué buscamos? Más de 2 años de experiencia En análisis de inversión inmobiliaria, banca, fondos o crowdfunding Dominio de modelos financieros, valoración de activos y análisis de riesgos Conocimiento de la normativa de crowdfunding y del mercado inmobiliario Perfil estructurado y orientado a resultados Alta autonomía y habilidades para el trabajo en equipo Soda Crowd es una plataforma de financiación participativa que conecta a promotores inmobiliarios con una amplia red de inversores. La figura del Investment Analyst será clave para evaluar y gestionar los proyectos que buscan financiación a través de la plataforma, supervisar su evolución y establecer relaciones estratégicas con promotores y actores clave del sector. Acerca de Soda Crowd Soda Crowd es una plataforma de crowdfunding inmobiliario regulada por la CNMV, que conecta a promotores con una red diversa de inversores mediante un entorno digital seguro, transparente y 100 % online. Nace a parti

Job Description Under the direction of the team leader or manager, this position is involved in the process and review of individual and institutional accounts by ensuring that these accounts maintain a high level of consistency with respect to asset allocation, policy objectives and investment returns. Responsibilities Supports Portfolio Managers in their daily portfolio management duties. This includes: Maintaining and generating reports from the portfolio management and related systems to facilitate the investment process, improve efficiency, and mitigate risks. Executing accurate rebalances of client accounts on an ad hoc or large scale basis. Maintaining investment portfolio composites, which are target portfolios for client accounts, to ensure accuracy and to implement any changes to asset allocation or manager selection. Providing ongoing review of client accounts for policy exceptions and compliance and coordinates actions required to resolve issues that arise, including mainta

Responsibilities Gain comprehensive experience across the entire ownership cycle of real estate assets, from acquisitions through asset management to final disposition. Work closely with multiple team members to oversee a property’s lifecycle from start to finish. Develop a deep understanding of the commercial real estate industry while making meaningful contributions to a growing team. Collaborate with senior leadership and engage with various departments, including Acquisitions, Leasing, Portfolio Management, Property Management, Construction, Accounting, and Transactions. Assist in acquisition underwriting and financial analysis by creating ARGUS models and performing valuation sensitivity assessments. Track and analyze key financial and operational metrics, including tenant rent rolls, expense recoveries, capital expenditures, and debt service. Maintain ARGUS models to generate projected property-level cash flows and valuations. Prepare reports for stakeholders and lenders, ensurin

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 Analyst to join the Investments team. This is an opportunity to have a big impact and partner with multiple functions across the organization. The ideal candidate will bring strong underwriting and analytical experience to the role. They will collaborate with internal and external stakeholders, and welcome the dynamic environment that comes with a fast growing company. Who will love this job A doer - you have a strong bias towards action and a 'get it done' mentality A data-driven thinker - you can use data and analysis to drive decision making

Who We Are: NFP, an Aon Company, is a multi-year Best Places to Work award winner in Business Insurance. We are an organization of consultative advisors and problem solvers. We help companies and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach. To learn more, please visit: https://www.NFP.com. Summary: The Investment Analyst is primarily responsible for quarterly investment review production and support of the investment team. This is a role that requires comfort with administrative tasks but also will come with learning and growth opportunities to expand responsibilities as depth of knowledge around qualified retirement plan investments improves. Essential Duties and Responsibilities: Provide administrative support to the Atlantic region investment team Investment research and preparation of quarterly investment commentary Attend meetings with fund representati