Investment Manager manages the securities, assets, and investment portfolios of a bank. Establishes investment policies to ensure financial activities are compliant with regulatory standards and requirements. Being an Investment Manager monitors and tracks financial markets, investment trends, and regulatory developments to implement successful investment strategies and recommends changes to manage risk and increase returns. Oversees and routinely assesses portfolio allocation to evaluate performance and alignment with investment objectives, strategies, and risk tolerance levels. Additionally, Investment Manager requires a bachelor's degree. Typically reports to a director. The Investment Manager manages subordinate staff in the day-to-day performance of their jobs. True first level manager. Ensures that project/department milestones/goals are met and adhering to approved budgets. Has full authority for personnel actions. To be an Investment Manager typically requires 5 years experience in the related area as an individual contributor. 1-3 years supervisory experience may be required. Extensive knowledge of the function and department processes. (Copyright 2024 Salary.com)
Title: Investment Associate
Atento Capital LLC seeks an Investment Associate to conduct market research and quantitative
analyses to identify investment opportunities and source new deals. Evaluate potential
investments by conducting due diligence, including performing financial modeling and analysis
of financial or budgetary data or industry data and trends. Develop and maintain financial
models to assess investment opportunities and financial performance, valuations, and potential
returns of targets. Monitor and support portfolio companies, including providing operational and
strategic guidance, connecting them with industry resources, and helping them navigate
financial challenges. Conduct research to develop effective investment strategies. Participate in
fundraising efforts and investor relations activities.
Position requires a Master's degree in Finance, Accounting, Economics, or a related field and 2
years of experience with financial and investment analysis, including deal sourcing and due
diligence for potential investments. Experience must include: 1 year of experience with
conducting quantitative and financial analysis, including building detailed financial models; 1
year of experience with supporting all aspects of the investment process, including creating the
investment committee memo and coordinating with service providers; 1 year of experience with
supporting portfolio companies across functional domains, including strategy, finance,
operations, and hiring; 1 year of experience with developing investment theses for targeted
thematic areas and contributing to the company’s internal research and thought leadership; 1
year of experience with engaging with external market participants and events, including
interactions with company founders, entrepreneurs, and management teams. Telecommuting is
permitted 1 day per week. Position requires up to 10% travel throughout the U.S.
Job Location: Tulsa, OK
Rate of Pay: $78,083 - $105,000 per year
We are an equal opportunity employer and do not discriminate on the basis of race, color,
religion (creed), gender, age, national origin (ancestry), disability, marital status, sexual
orientation, military status, or any other basis made unlawful by applicable federal, state, or local
laws or regulations.