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Top 50 Investment Associate Skills

Below we've compiled a list of the most important skills for a Investment Associate. We ranked the top skills based on the percentage of Investment Associate resumes they appeared on. For example, 12.1% of Investment Associate resumes contained Client Portfolios as a skill. Let's find out what skills a Investment Associate actually needs in order to be successful in the workplace.

These Are The Most Important Skills For A Investment Associate

1. Client Portfolios
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high Demand
Here's how Client Portfolios is used in Investment Associate jobs:
  • Performed analysis on client portfolios with regards to asset allocation, investment performance, alignment with investment policy.
  • Analyzed security transaction data and calculated fund performance for twenty client portfolios.
  • Generate customized investment recommendations for client portfolios and implement approved ideas.
  • Prepared and presented analysis of investment performance for twenty client portfolios.
  • Analyzed client portfolios to ensure investment suitability and qualification.
  • Supported three Investment Managers by administering client portfolios (processed financial transactions and consistently achieved 100% accuracy).
  • Assisted in building and maintaining client portfolios containing a diversified array of fixed income and equity securities.
  • Managed a team of four investment associates and one assistant covering 60 independent client portfolios.
  • Analyzed existing client portfolios and recommended changes, leading to development of client relationships.
  • Contacted potential clients, identified planning and investment strategies and designed client portfolios.
  • Selected bonds to balance and meet fixed income requirements in client portfolios.
  • Prepared investment performance and asset allocation reports for 25 client portfolios.
  • Manage client portfolios and execute trades in portfolio management software.
  • Complete trades in client portfolios as recommended by Investment Strategists.
  • Supported the investment team managing high net worth client portfolios.
  • Prepared managed money proposals and worked with advisors in the asset allocation of client portfolios.
  • Prepare financial goal analysis Research new investment opportunities Create client portfolios with an asset allocation based on risk tolerance and MPT statistics

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86 Client Portfolios Jobs

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2. Equity
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high Demand
Here's how Equity is used in Investment Associate jobs:
  • Constructed equity and fixed income portfolios, utilizing Monte Carlo simulations to help identify optimal asset class weightings.
  • Monitored and analyzed operations, conducted equity research, evaluated earnings of the Infrastructure and Energy assets.
  • Negotiated debt-to-equity conversion terms with hedge funds and reviewed legal documents.
  • Provided accounting and financial reporting to Asset Managers for equity accounts.
  • Facilitate and coordinate subscription documents for four private equity raises totaling $30 million in capital over a one-year time period.
  • Reconciled fixed income and equity portfolios to custodial statements for the purpose of matching actual performance with managers stated returns.
  • Advised large institutional investor in more than $320 million investment in two private equity funds investment.
  • Support efforts on equity raises, joint-venture partnerships, produce private placement memorandums and market research.
  • Assisted in strategic planning of an equity/convertible debt offering resulting in gross proceeds of $290M.
  • Serviced accounts that held equity stock, mutual funds, as well variable and fixed annuities.
  • Recommend stocks for the Energy and Emerging Markets sectors in the Family Office Equity Portfolio.
  • Executed team's trading for various domestic and international equity and fixed income securities.
  • Collect, enter and reconcile data in Bond and Equity Portfolio Analysis systems.
  • Developed a deep understanding of the long-only U.S. Equity Growth manager universe.
  • Maintained the Investor Relations database for equity and fixed income investors.
  • Prepared weekly equity research packets including performance attribution and risk analysis of team's composite portfolio.
  • Interact with private banking contacts to get latest insights on the global economy as well as the equity and bond markets.
  • Managed the successful acquisition of $10,000,000 of debt and equity multi-family and mixed use projects as a first year associate.
  • Managed $100 million funds for 3 private equity funds by writing 10 20 investment contracts weekly.
  • Placed equity and mutual fund trades for financial advisors and kept trade logs for all trades completed.

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789 Equity Jobs

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3. Asset Allocation
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high Demand
Here's how Asset Allocation is used in Investment Associate jobs:
  • Customized investment portfolios based on investor goals using asset allocation approach, risk tolerance, time horizon and continuously monitored performance.
  • Contributed to investment consulting revenue by developing asset allocation strategies, investment policy statement standards and asset liability analysis and structuring.
  • Create quarterly and on-demand managed accounts performance reports that illustrate alpha generation, asset allocation, and investment analysis.
  • Conducted research projects in Tactical Currency Allocation and Global Tactical Asset Allocation using statistical and economic analysis.
  • Performed analysis on asset allocation, security concentration, trade execution, and conflict securities.
  • Develop objectives and target asset allocation guidelines for current and prospective investors.
  • Introduced software to facilitate margin calculations for Global Asset Allocation product.
  • Determined time horizon/risk tolerance to arrive at appropriate asset allocation.
  • Recommended product offerings and created asset allocation strategies for clients.
  • Conduct management of $200 million Alternative Investments portfolio, product research, asset allocation, attribution analysis and performance reporting.
  • Projected cash flows based on varying assumptions, such as estimate rates of returns on investments, inflation and asset allocation.
  • Participated in client meetings and new business presentations, preparing performance reviews, asset allocation analyses, and equity reviews.
  • Work with investment specialists to properly allocate funds & evaluate portfolios to ensure proper asset allocation on a timely basis.
  • Maintained a strong knowledge of Vanguard funds, financial markets, asset allocation models and retirement programs.
  • Researched and traded securities that best matched client's financial needs and asset allocation targets.
  • Instructed clients with financial planning, asset allocation, estate planning, and educational planning.
  • Supported research, trading, and performance measurement of asset allocation and currency teams.
  • Generated reports which analyze current and proposed asset allocations for clients and prospects.
  • Monitor asset allocation and assets in accordance with the investment policy committee.
  • Completed Investments: Insystems, Metaserver, Asset Allocation and Management, and Montpelier Re Holdings.

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58 Asset Allocation Jobs

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4. Due Diligence
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high Demand
Here's how Due Diligence is used in Investment Associate jobs:
  • Interacted extensively with client management teams by participating in meetings and leading due diligence sessions.
  • Performed technical and financial due diligence for new and existing investment opportunities.
  • Performed Anti-Money Laundering compliance checks pursuant to all US and Cayman regulations and completed due diligence for new fund investors.
  • Provide timely updates and due diligence on covered companies and sectors in order to optimize decision- making and portfolio construction.
  • Supported the marketing outreach for new seed investors including proposals, offering documents, and due diligence questionnaires.
  • Work as a part of investment team to research investment trends and perform managers due diligence.
  • Invested in mortgage-backed securities and non-performing loans by valuation, research, and due diligence.
  • Led due diligence and investment teams that networked with industry leaders to deliver pertinent information.
  • Performed due diligence on hedge fund and long-only managers via off-site and on-site visits.
  • Conducted due diligence on clean coal technology by analyzing market trends, companies.
  • Collected and reviewed due diligence documents for the new fund investors.
  • Responded to investor due diligence questionnaires and requests for information.
  • Led due diligence meetings with management to drive restructuring plans.
  • Reviewed and commented on marketing materials and due diligence questionnaires.
  • Complete both initial and ongoing due diligence questionnaires.
  • Analyzed monthly budgeting and operational reports for clients to maintain expenditure controls Performed due diligence analyses on financial requests.
  • Led conference calls with senior portfolio managers, conducted on-site due diligence meetings.
  • Participated in due diligence meetings with prospective investors and their advisors.
  • Assisted the firm's due diligence efforts throughout the investment process.
  • Executed due diligence sessions on healthcare companies, including discussions with management to create pro forma financial projections.

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664 Due Diligence Jobs

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5. Investment Strategies
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high Demand
Here's how Investment Strategies is used in Investment Associate jobs:
  • Developed and implemented alternative investment strategies for accredited portfolios based on client risk/return characteristics and investment policy guidelines.
  • Executed trades pursuant to implemented investment strategies and tactical asset allocations.
  • Monitor institutional and individual portfolios and implement investment strategies.
  • Monitor and track client securities to understand market trends and plan investment strategies to maximize price benefit and minimize risk factors.
  • Led corporate presentations of 401k information to employee groups - described investment strategies and holdings of group benefits.
  • Work directly with the Director of Investment Strategies in managing a $300 million portfolio of assets
  • Take part in weekly staff meetings to review asset class allocation and investment strategies.
  • Created investment strategies for clients tailored specifically to each of their individual needs.
  • Provided recommendations to the firm's consultants on client-specific investment strategies.
  • Maintained current knowledge of industry trends and researched investment strategies.
  • Worked with Portfolio Managers to prepare and implement investment strategies.
  • Partnered with Branch Manager to design and market investment strategies.
  • Presented portfolios for meetings with clients and discussed investment strategies.
  • Review company reports and broker research reports to develop investment strategies and recommendations.
  • Architected diversified investment strategies and managed due diligence on new acquisitions.
  • Assisted 3 Financial Advisors simultaneously with marketing, client services and investment strategies to successfully expand their books of business.

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181 Investment Strategies Jobs

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6. Compliance Requirements
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high Demand
Here's how Compliance Requirements is used in Investment Associate jobs:
  • Support business unit operational procedures and compliance requirements.
  • Complete documentation to meet operational and compliance requirements
  • Maintained files to meet compliance requirements.
  • Completed Breakpoint Worksheets and additional compliance requirements.
  • Insure that state and federal regulations/ compliance requirements are met for both business and producer.

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85 Compliance Requirements Jobs

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7. Real Estate
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high Demand
Here's how Real Estate is used in Investment Associate jobs:
  • Created comprehensive marketing materials for investors relating to U.S. commercial real estate markets and potential acquisitions.
  • Administered detailed market research, regional forecasting and financial analysis of real estate holdings.
  • Direct investor communications for eight non-traded SEC registered real estate focused funds.
  • Focused on $5 million to $50 million majority investments in the energy, real estate, and consumer industries.
  • Provided research for Cambridge Associates LLC's real estate database and helped complete client reports and single fund analyses.
  • Work extensively with municipal tax offices, real estate attorneys and real estate brokers to service all AUM.
  • Led cross-functional team to source and execute real estate investment and development deals valuing over $350 mil.
  • Attend conventions, seminars, and staff and association meetings to remain knowledgeable about real estate markets.
  • Perform buy-side industry research on trends and bidding strategy theory related to real estate tax liens.
  • Secured clients representing an excess of approximately $40 Million Dollars of real estate investments.
  • Complete full due diligence on private fund investment opportunities in real estate and energy sectors.
  • Attend real estate tax lien auctions throughout the state of New Jersey.
  • Invested in growth and late stage Real Estate technology companies.
  • Represented the firm at Southern California commercial real estate events.
  • Worked all aspects of real estate investments and development.
  • Specialized in the sale of commercial investment real estate.
  • Licensed real estate broker in the State of California.
  • Manage real estate owned (REO) properties.
  • Invest in commercial real estate.
  • Managed performing and underperforming loans, as well as real estate assets that required repositioning.

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3,610 Real Estate Jobs

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8. Client Relationships
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high Demand
Here's how Client Relationships is used in Investment Associate jobs:
  • Cultivated current and prospective client relationships and identified opportunities to expand these relationships.
  • Managed client relationships and provided seamless information to fund management and investors.
  • Managed attention-sensitive client relationships, often as primary or secondary contact.
  • Managed daily operational activities and strengthened client relationships through excellent performance.
  • Managed client relationships, providing up-to-date investment information and opportunities.
  • Deepened and developed client relationships.
  • Service retirement plan client relationships.
  • Manage several high-profile client relationships.
  • Promoted to Supervisor to further manage client relationships and oversee the daily work of associates on the team.
  • Establish and deepen more than 500 client relationships by listening and responding to client investment needs.
  • Assisted in selection process of investments for clients as well as managed and maintained client relationships.
  • Maintain, oversee, and develop associate-client relationships, as well as relationships with C-level executives.
  • Facilitated in building client relationships with affluent clients in the surrounding market.
  • Exceeded expectations and requirements of clients to build and deepen client relationships.
  • Trusted to cover many high profile marquee UBS corporate client relationships.
  • Maintained private client relationships with assets over $250MM.
  • Developed business and marketing of services and new client relationships, managing client assets and team personnel.
  • Manage 80+ client relationships by acting as a liaison between the advisor and the client.
  • Support Advisors in building and maintaining client relationships by assisting with ongoing financial planning.
  • Managed client relationships with hedge funds and private equity firms.

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2,340 Client Relationships Jobs

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9. Hedge Funds
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high Demand
Here's how Hedge Funds is used in Investment Associate jobs:
  • Performed fundamental evaluation on core securities of underlying hedge funds.
  • Perform complex research on variety of securities classes (equity, debt, structured products, hedge funds, HCIP).
  • Performed due diligence on investment products: separate account managers, hedge funds, private equity funds, and mutual funds.
  • Utilized open architecture solutions through outside fund managers, hedge funds and private equity vehicles to diversify and manage risk.
  • Structured and advised onshore and offshore hedge funds, fund of funds, registered investment companies and hybrid funds.
  • Complete 10 technical writings per quarter on various hedge funds that creates yearly revenue of approximately $1M.
  • Provide proxy advisory (share voting) for hedge funds as part of ISS special situations group.
  • Updated & calculated weekly, monthly and year to date NAV performance for all internal/external hedge funds.
  • Administered partnership registrations for prospective investors into Hedge Funds, Private Equity & Fund of Funds.
  • Advised clients on issues regarding CFTC registration, including reliance on exemptions applicable to hedge funds.
  • Managed domestic and international hedge funds and relationships (hedge fund managers and investors).
  • Managed investment transactions and trading activities for hedge funds and private equities.
  • Conducted trade settlement of transactions in and out of hedge funds.
  • Provided onboarding and maintenance support for Hedge Funds, Fund of Funds, & Private Equity Funds.
  • Acted as liaison and primary point of contact for multi-million dollar hedge funds, managers and investors.
  • involved in third party administration for hedge funds, limited partnerships and private equity funds.

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27 Hedge Funds Jobs

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10. Investor Relations
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high Demand
Here's how Investor Relations is used in Investment Associate jobs:
  • Supported the VP of Investor Relations, ensuring relationships with analysts and shareholders were maintained and information disseminated appropriately.
  • Managed the firm's investor relations by responding to investor queries and preparing highly confidential and pertinent communications.
  • Assisted with building and maintaining investor relationships with credit analysts and shareholders.
  • Supported CEO and VP, Investor Relations with stakeholder investment information dissemination.
  • Manage investor relationships and ensure timely and detailed communication.
  • Spearheaded investor relations for launch of a large hedge fund client on the west coast and have provided superior ongoing support.
  • Acted as the initial point of contact for the Investor Relations Department in assisting network of investors and analysts.
  • Assist the head of investor relations and marketing: strategy development, pitch books, and marketing campaigns.
  • Served as Investor Relations contact person for client inquiries regarding our new online client portal.
  • Engage best practice and fair disclosure in investor relations website content and online communication tools.
  • Build up and maintain company s investor relations plan and online website.
  • Completed and forward expense forms and invoices for the Investor Relations department.
  • Streamline and implement new procedures for the investor relations team.
  • Redesigned the investor relations section of the corporate website.
  • Trained new employees to handle investor relations responsibilities.
  • Reported directly to the Investor Relations Director.
  • Received all incoming calls for Investor Relations.
  • Research & analysis - Researched industry trends and competitive landscape for the Head of Marketing and Investor Relations.
  • Supported investor relations team for multi-billion dollar hedge fund.
  • Gained experience in the "full spectrum" of investor relations and sales support with a world class private equity business.

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143 Investor Relations Jobs

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11. High NET
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high Demand
Here's how High NET is used in Investment Associate jobs:
  • Supported senior portfolio managers in providing investment management services to high net worth individuals and families.
  • Provide support to two Private Financial Advisers in meeting the needs and objectives of large book of high net-worth clients.
  • Maintained ongoing client relationships by serving as the main point of contact for high net worth trust accounts.
  • Managed 350MM of equity and 150MM of fixed income assets for high net worth individuals and institutions.
  • Associate member of six person team managing $1.2B in discretionary assets for high net worth clients.
  • Co-managed portfolio of $400MM of ultra high net worth Latin American clients specialized in Argentina.
  • Promoted to the Preferred Client Group specializing in high net worth clients with specialized needs.
  • Managed the sales process on accounts for private high net worth clients in Latin America.
  • Supported the portfolio manager to provide ongoing investment advice to high net worth clients.
  • Acted as the Lead Sales Associate on high net worth financial consulting team.
  • Established financial services relationships with family office & high net worth investors.
  • Broker representation of REIT's, institutional and high net worth investors.
  • Worked with portfolio manager to manage assets for high net worth clients.
  • Provided high quality, high touch service to High net worth clients
  • Tailor internal research for use by high net worth clients.
  • Survey and service certain High Net Worth (HNW) client segments of an FA s client base.
  • Supported Investment Strategists in the management of high net worth and institutional portfolios including handling of moderate complex relationships.
  • Solicited high net worth international and domestic investors for dollar allocation into various company offerings (i.e.
  • Assist high net worth clients' multi-million dollar investments within Vanguard mutual funds and Vanguard exchange traded funds.
  • Constructed sample portfolios Calculated ROI performance on personal high net worth clients and pension funds based.

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166 High NET Jobs

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12. Financial Models
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high Demand
Here's how Financial Models is used in Investment Associate jobs:
  • Conducted proprietary research and industry surveys, while completing financial and valuation analysis and developing financial models/forecast for private equity investors.
  • Developed financial models and investment forecasting based probability assumptions, discounted cash flow, dividend discount and mathematical methodologies.
  • Establish and maintain financial models and databases to gather industry and competitive information for company wide information dissemination.
  • Designed comprehensive financial models to evaluate strategic options for clients including acquisitions and other financing alternatives.
  • Prepared and presented analysis of projected financial models to clients to determine suitability of investments.
  • Created financial models and perform due diligence to ensure comprehensive analysis of potential acquisitions.
  • Performed financial evaluation on investments, built financial models and conducted investment due diligence.
  • Updated financial models for portfolio holdings and prospects based on quarterly financial statements.
  • Developed new loan origination financial models in Excel.
  • Underwrite numerous office investment opportunities and prepare Argus and Excel financial models presenting a variety of joint venture structures.
  • Researched financial models and analyst data for the purpose of competitive analysis and to conclude an accurate consensus EPS.
  • Developed financial models to guide cost-effective investor conversion strategies and led the close of $10.5M in 2013 !
  • Created financial models, which assisted with budgeting, forecasting, and M&A activities.
  • Created financial models, operating models, business cases and process improvements.
  • Develop and manage complex Excel financial models (due diligence)
  • Created Financial Models and systems that created universal simplicity and understanding to investors, Chief executives, and internal employees.
  • Developed valuation analyses and financial models (ie.

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727 Financial Models Jobs

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13. Financial Statements
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high Demand
Here's how Financial Statements is used in Investment Associate jobs:
  • Performed fundamental analysis, projected financial statements, and provided investment recommendation to clients including sales, traders and portfolio managers.
  • Supervised investor correspondence for tax reporting, financial statements, and capital account balances and distributions.
  • Performed due diligence on potential equity holdings based on financial statements, industry analysis.
  • Analyzed financial statements on public companies, especially focusing on fixed income ideas.
  • Analyzed fund cash flows using financial statements to extract necessary information.
  • Assessed credit worthiness and examined financial statements.
  • Analyzed client financial statements to decipher large cash flows and to track money movements between investment managers.
  • Prepare monthly financial statements, process bill payments (to contractors, utilities, and taxes)
  • Analyze quarterly and yearly financial statements for over 400 low income tax credit properties.
  • Create personal balance sheets, cash flow and other customized financial statements.
  • Gas and Pipeline Accountant Prepared and reviewed financial statements for consolidation.

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719 Financial Statements Jobs

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14. Financial Advisor
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high Demand
Here's how Financial Advisor is used in Investment Associate jobs:
  • Participated in several financial advisory, valuations and restructuring projects.
  • Process FINRA registrations, insurance appointments, technology-access forms and background verification documents for all financial advisors and sales administrators.
  • Provided administrative support to financial advisors in developing and building their client base and obtaining investment and product information.
  • Assisted the Financial Advisors with the generation of a Customized Financial Analysis using MoneyGuidePro.
  • Developed and implemented an efficient up-to-date review system used by financial advisors.
  • Work collaboratively with financial advisors to guarantee high-level services with potential clients.
  • Administrated commissions to financial advisors and balance trade totals with Fund Managers/Administrator.
  • Provided support for financial advisors and shareholders, troubleshooting processing issues.
  • Trained Financial Advisors in proper company procedures.
  • Placed trades, created accounts, and assisted customers with investment needs per the request of my team's Financial Advisors.
  • Conveyed knowledge of current performance and strategy to financial advisor partners and clients on a regular basis.
  • Serviced an Investment Operations Team of four Financial Advisors with strong focus on high net worth clients.
  • Co-managed $267 million of assets with top-producing financial advisors generating over $1.4 million in production.
  • Bridged the communication gap between the firm's investor and network of financial advisors.
  • Improved revenue by an average of 20% for each Financial Advisor.
  • Provided Support to the District Sales Manager and Financial Advisors.
  • Dedicated sales assistant to Financial Advisors in Northern Indiana.
  • Represent the firm externally to investors or financial advisors considering Harding Loevner for allocations through a variety of delivery vehicles.
  • Designed on-going training and consultation program for Financial Advisors and Analysts.
  • Develop and maintain client relationships Proactively support the financial advisors in the selling process Provide administrative support to the financial advisors

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89 Financial Advisor Jobs

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15. Business Development
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average Demand
Here's how Business Development is used in Investment Associate jobs:
  • Collaborated with team members, operations and business development, to customize and develop proposal submissions.
  • Advised Commercial Real Estate owners on value optimization and business development options.
  • Act as an expert resource to partners in the Business Development and Planning Process.
  • Collaborate business development between new and existing clients representation, by developing strong broker & client relationship.
  • Key member of business development and marketing group for a $1.2 billion global multi-strategy hedge fund.

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8,187 Business Development Jobs

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16. Investment Committee
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average Demand
Here's how Investment Committee is used in Investment Associate jobs:
  • Participated in Investment Committee meetings during the acquisition process of key properties and infrastructure investments.
  • Participate in weekly Investment Committee Meetings
  • Prepared 80-page investment memorandum that was presented to Investment Committee members and subsequently approved for dispersal of funds.
  • Evaluated company merits and risks, and presented recommendations to investment committees on a weekly basis.
  • Evaluated market trends, investment allocations, & fund managers as member of Investment Committee.
  • Drafted Investment Committee memos, 1 page company summary and PowerPoint presentations.
  • Drafted, underwrote, and presented investment memos to internal investment committee.
  • Prepared and presented Investment Committee memorandum that was approved by committee.
  • Assist in the preparation for a foundation s investment committee meetings.
  • Developed investment thesis for presentation to CI's Investment Committee.
  • Prepare material for Investment Committee Meetings on a weekly basis.
  • Created materials for quarterly Investment Committee and staff meetings.
  • Developed, researched and presented investment ideas to the senior investment team duringInvestment Committee meetings, often resulting in implementation.
  • Conducted due diligence on social enterprise market, financial and social sustainability projection Presented go/no-go recommendation to investment committee
  • Prepare internal investment memoranda and participate and present investment opportunities during Investment Committee meetings.
  • Created polished investment memoranda for investment committee review.
  • Shanghai, CHN Gathered data, analyzed financial statements, drafted investment proposals on vetting opportunities and presenting to Investment Committee.

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30 Investment Committee Jobs

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17. Market Research
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average Demand
Here's how Market Research is used in Investment Associate jobs:
  • Evaluate prospective investment targets for various capital firms through market research and competitor analysis.
  • Conducted acquisition due diligence and market research for company acquisitions.
  • Assisted Investment Executives in a three-state area with investor trading, operational issues, market research, and related services.
  • Conducted market research of office, industrial, retail, and apartment markets on a macro and micro level.
  • Supported the company principles with financial analysis, due diligence and market research.
  • Investigated customer needs and validated value propositions of products through prospective customer interviews, market research, and competitive insights.
  • Applied market research into business projections to evaluate target pricing of equity for a selection of companies.
  • Performed deal sourcing, due diligence, market research, modelling and valuation.
  • Provide market research, investmentanalysis and opinion of value.
  • Conducted ongoing market research relating to sale-comparables and rent-comparables.

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662 Market Research Jobs

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18. AUM
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average Demand
Here's how AUM is used in Investment Associate jobs:
  • Coordinated marketing support for a boutique long/short technology hedge fund, which at its peak, reached $400MM AUM.
  • Create investor profile summaries (past questions, work history, AUM) to brief executives ahead of investor events.
  • Played active role in retaining 65% of client assets during the transition - 80MM+ in AUM.
  • Evaluate current AUM and communicate with attorney's to facilitate foreclosure proceedings on potential REO opportunities.
  • Helped manage Investment accounts & portfolio's totaling 300 Million in assets, including AUM.
  • Promoted to lead a team of Client Account Coordinators in the high AUM team.
  • Utilize Modified Dietz approach to enhance reporting accuracy for 194 pension portfolios with over $63B in AUM quarterly.
  • Partnered daily with team to increase AUM yearly by 20% and monthly production (avg.
  • Support two financial advisors overseeing $300MM in AUM with $1.6B in the pipeline.
  • Provided client support for two teams of financial advisors with over $300M AUM
  • Partner with four Private Client Advisors to grow book of $386MM AUM.
  • Manage a client base of solely Top-tier clients, totalling over $3 Bn in AUM.

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5 AUM Jobs

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19. Customer Service
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average Demand
Here's how Customer Service is used in Investment Associate jobs:
  • Earned a reputation for expert financial advice and superior customer service that resulted in strong referral business.
  • Provide exceptional customer service to fund investors and managers.
  • Handled customer service inquiries and processed customer service requests.
  • Specialized in customer service and resolution of difficult accounts.
  • Provided high-quality customer service to clients.
  • Provide excellent customer service by processing alternative investments offered to high net worth and ultra-net worth clients.
  • Placed trades for and provided exceptional customer service to clients with retirement and individual mutual fund accounts.
  • Assisted the sales force in achieving sales goals, customer service, business growth and client retention.
  • Identify and respond to outside dealer's issues in order to continuing provide outstanding customer service.
  • Specialized in customer service of client accounts valued at $1 million - $25 million.
  • Provided quality customer service as well as prompt and accurate response to inquiries and requests.
  • Manage a minimum of 70-100 inbound/outbound calls per day while delivering excellent customer service.
  • Maintain quality control of all customer service issues.
  • Key Achievements Provide outstanding customer service experience.
  • Assisted a Financial Advisor and a Private Banker providing quality customer service to high net worth individuals and group retirement plans.
  • Worked closely with advisors and clients to insure a professional and excellent customer service experience.
  • Provide outstanding customer service to Financial Advisors, Customer Service Associate and Fund Administrators.
  • Briefed financial advisor on pending customer service issues and incoming assets.
  • Verified data faxed into the system's queue Recorded confidential data into database Provided customer service for bank clients/customers
  • Used Smartstation and Salesforce software systems to enter data and troubleshoot customer service issues for clients.

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15,275 Customer Service Jobs

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20. New Clients
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average Demand
Here's how New Clients is used in Investment Associate jobs:
  • Assisted Bankers win new clients and deepen and strengthen existing client relationships through advising on investment solutions.
  • Assisted new clients in opening brokerage, individual retirement, life insurance and annuity accounts.
  • Partnered with Senior Associates to help maintain and generate new clients for the firm.
  • Worked collaboratively with the CIO to develop customized investment plans for new clients.
  • Secured fifteen new clients worth over $1MM in revenue per week.
  • Used network of relationships to develop new clients in the marketplace.
  • Make presentations on financial services to groups to attract new clients.
  • Acquired new clients through extensive Cold Calling and different marketing strategies.
  • Edited other employee articles to help attract new clients.
  • Establish and cultivate relationships with new clients.
  • Constructed investment portfolios for new clients.
  • Train new associates and onboard new clients to SS&C software and services.
  • Strategized, hosted and presented at numerous events to attract new clients.

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225 New Clients Jobs

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21. Investment Performance Reports
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average Demand
Here's how Investment Performance Reports is used in Investment Associate jobs:
  • Prepared investment performance reports, thereby assisting senior management in quarterly meeting with the executive team.
  • Prepared monthly and quarterly Investment Performance Reports.
  • Prepare the investment performance reports used by consultants and clients to monitor the client s asset position and performance.
  • Created month-end investment performance reports that highlighted the client's portfolio performance over a specific time period.
  • Prepare monthly and quarterly investment performance reports using data from clients' custodians and investment managers.
  • Created investment performance reports displaying asset allocations, performance histories and risk analytics.

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22. Client Service
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average Demand
Here's how Client Service is used in Investment Associate jobs:
  • Maintain a thorough working knowledge of various bank resources to facilitate client service delivery and expand client relationships.
  • Participate in client meetings with the PM and other members of the client service team.
  • Provided multiple levels of client service in a fast-paced, high-demand environment
  • Handled client service inquiries and resolved client issues.
  • Commended for quick learning and excellent client service.
  • Received superior client service reviews.
  • Review Governance and Operating documents Develop scorecards to evaluate client service, operations, and accounting performance.
  • Delivered high-caliber client service, including verbal and written communication, troubleshooting problems, and scheduling/organizing meetings.
  • Provided client service and support to high net worth clients Partnered with clients on financial planning and goals Aug 1991 to
  • Joined an investment and client service team to support a multi-million dollar book with a Merrill Lynch leading producer.
  • Provide training and mentorship of all team members that facilitate client service and support.
  • Followed up on client service activities and financial advisor's requests.
  • Fulfilled ad hoc requests from sales and client service groups.
  • Onboarded all new clients, acted as institutional and high net worth contact for client services of hedgefund-of-funds company.
  • Performed quarterly portfolio reviews Executed trades Conducted analytical due diligence on fund managers Supported client service team
  • Processed all brokerage transactions for 50 advisors Opened all new client accounts Facilitated client service transactions Performed compliance review of all advisors

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1,648 Client Service Jobs

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23. Potential Investors
demand arrow
average Demand
Here's how Potential Investors is used in Investment Associate jobs:
  • Deconstructed fund models and formed in-house expertise to communicate complex fund structures to potential investors !
  • Acted as the sales representative of the fund, preparing and presenting roadshows to potential investors, gaining distribution partnerships.
  • Performed multiple outreach initiatives to potential investors in Asia, South America, and North America.
  • Interacted with current and potential investors and stock research analysts.
  • Coordinate and attend meetings with existing and potential investors.
  • Participated in the structuring of investment offerings and prepared offering memoranda packages for potential investors.
  • Screen potential investors through a series of question to see if they qualify for funding.
  • Developed standard due diligence materials for distribution to internal advisors and potential investors.

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5 Potential Investors Jobs

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24. Client Meetings
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average Demand
Here's how Client Meetings is used in Investment Associate jobs:
  • Attended client meetings to review and analyze portfolios in both an institutional and private client environment.
  • Prepare, generate, and review financial reports for client meetings.
  • Helped prepare for and assisted with individual and group client meetings.
  • Generate custom data analysis, reports, and presentations for client meetings
  • Create presentation books and/or detailed custom reports for client meetings.
  • Update and prepare presentation material for client meetings.
  • Assisted with client meetings and sales presentations.
  • Assisted with investment recommendations for client meetings.
  • Prepare investment presentations for client meetings.
  • Prepared pitch books for client meetings.

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32 Client Meetings Jobs

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25. Portfolio Companies
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average Demand
Here's how Portfolio Companies is used in Investment Associate jobs:
  • Post Investment Responsibilities: Supported partners by monitoring existing investments and determining strategic direction of portfolio companies.
  • Developed financial and operating models for portfolio companies; evaluated public and private exit scenarios.
  • Provide overall business expansion strategies to portfolio companies in collaboration with their operations teams.
  • Prepared budgets, financial projections and monthly reconciliation reports for portfolio companies.
  • Track and analyze performance of portfolio companies and draft quarterly updates for investors.
  • Worked closely with portfolio companies on operational budgets & M&A strategy.
  • Attended portfolio companies' board meetings and wrote quarterly investment reports.
  • Monitored company progress as Board Observer on eight portfolio companies.
  • Facilitate meetings with portfolio companiesand internal business groups to identify synergy, discuss potential business relationships, and nurture company growth.
  • Support portfolio companies with operational improvement & business development efforts to shape their digital strategies and effectively expand their customer base.

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2 Portfolio Companies Jobs

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26. Venture Capital
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average Demand
Here's how Venture Capital is used in Investment Associate jobs:
  • Researched and analyzed non-marketable alternative asset funds and investment trends for non-profit clients, with emphasis on venture capital and private equity
  • Reviewed investment proposals from private equity and venture capital Investment Managers.
  • Managed partnerships with venture capital fund managers and primary point of contact for high net worth investors !
  • Prepared local entrepreneurs for successful interactions with Angel, Venture Capital, and Private Equity professionals.
  • Account base includes Fortune 100 corporations, venture capital funded firms, foundations, and municipalities.
  • Venture Capital Fund targets early-stage companies in different sectors.
  • Leveraged industry networks to source deals Developed relationships with venture capital firms, investment banks and industry analysts
  • Screened startup pitch-decks for pitch events co-hosted with top venture capital firms such as GGV and Samsung venture.

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234 Venture Capital Jobs

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27. Wealth Management
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average Demand
Here's how Wealth Management is used in Investment Associate jobs:
  • Worked closely with team members and clients to build and implement wealth management analysis geared toward meeting individual client lifestyle goals.
  • Key research and support team member for branch office supporting wealth management staff of 20+.
  • Managed accounts, oversaw trade confirm team at nationally ranked wealth management firm.
  • Provide relationship management services to high net worth wealth management team.
  • Conducted and communicated the wealth management process to clients and prospects.
  • Sourced and executed direct investment opportunities for private wealth management clients at Deltec.
  • Hand-picked by a former executive at Bear Stearns to join him at UBS in a top earning wealth management team.
  • Provided banking and wealth management services to high net worth clients with guidance from senior wealth advisors.
  • Transitioned with current Financial Advisor to Merrill Lynch Wealth management to form team
  • Contract) Partnered with senior investment specialists to provide wealth management solutions to high net worth clients.

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942 Wealth Management Jobs

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28. Bloomberg
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average Demand
Here's how Bloomberg is used in Investment Associate jobs:
  • Compare data to Bloomberg* Performed necessary corrections for new trades.
  • Utilized Bloomberg to locate bonds that comply with parameters pre-set in the system.
  • team and served as a department wide resource for Bloomberg Terminal knowledge.
  • Use Microsoft Excel/Word, Bloomberg, R Studio, Cambridge Associates Optica and Pitchbook.

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30 Bloomberg Jobs

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29. CRM
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average Demand
Here's how CRM is used in Investment Associate jobs:
  • Organized client meetings and calls; updated CRM with meeting details, new prospect intelligence and follow-ups.
  • Maintain accurate, up to date investor transaction processing and contact information in CRM system.
  • Coordinated scheduling, correspondence, referrals, CRM software and account files for multiple brokers.
  • Assisted in development, training, and adoption of global enterprise CRM system.
  • Used various Real Estate CRM systems to manage client relationships and scheduling.
  • Presented Investment Portfolio presentations using financial planning analysis using MS s CRM.
  • Utilize Smart Office CRM where all tasks, emails and appointments are documented
  • Maintained and configured CRM system for tracking and reporting client information.
  • Implemented Microsoft CRM including requirement gathering and data migration from Salesforce and subsequent training of personnel and data monitoring
  • Prepare Broker s opinion of value, pull sales comps, analyze investment properties Manage client relationships using CRM SalesForce.
  • Create Workflow procedures in Red Tail CRM system to drive compliance with Invest standard operating procedures and improve administrative efficiency.
  • Created a new client relations database (CRM) for all advisors and did research to help optimize portfolio allocation.
  • Manage CRM database and implemented conversion from the firm's internal system to Netage Solutions Investor Dynamo.
  • Introduced and assisted in implementation of Salesforce CRM to the company.
  • Updated prospect interaction in Salesforce CRM.
  • Intergraded and enhanced client data through CRM system; organizing all activities and contact information in a timely manner.
  • Utilize the Salesforce CRM platform to strengthen daily communication with existing portfolio companies and corporate LPs.
  • Prepared responses for RFPs, DDQs, and maintained internal CRM database - updated Salesforce.

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2,603 CRM Jobs

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30. New Accounts
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low Demand
Here's how New Accounts is used in Investment Associate jobs:
  • Opened new accounts; sold and cross-sold products and services; handled customer service requests and resolved customer service issues.
  • Help maintain book of $80MM+, helped with billing, new accounts, investment discussions, and more.
  • Provide sales support by preparing investment proposals, insurance quotes, account reviews, and opening new accounts.
  • Completed 300 DTCC, Trading Agreements with fund families and Transfer Agents in creation of new accounts.
  • Facilitate and conduct operations functions to update new accounts and provide continuous service.
  • Prepared client investment analysis, opened new accounts, trading.
  • Open new accounts and process client paperwork.
  • Open new accounts & process transfers.
  • Open new accounts; review all applicable paperwork for completion and process documentation in a timely fashion.
  • Schedule investment appointments Open new accounts Perform client investment trades

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367 New Accounts Jobs

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31. Press Releases
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low Demand
Here's how Press Releases is used in Investment Associate jobs:
  • Drafted financial press releases and conducted daily communications with sell-side analysts, institutional investors, retail investors and financial media.
  • Assist in developing quarterly and annual results communications including financial results and press releases.
  • Co-developed and managed marketing campaigns and press releases.
  • Maintained the content for the investor section of the website and distributed press releases to the contact database.
  • Prepared articles of incorporation, by-laws, corporate resolutions, minutes and press releases.
  • Drafted press releases in English and Russian covering financial and operational disclosures.
  • Assisted in first drafts and distribution of financial press releases.
  • Collected information for, and drafted press releases.
  • Drafted, edited and distributed press releases.
  • Point person for corporate external communications related to digital media advertising, press releases, and industry publications.
  • Develop and execute Celldex public relations plans through media outreach activities, press releases, key message development and website strategies.
  • Supported preparation of presentations, press releases and talking points regarding corporate actions and events (e.g.

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83 Press Releases Jobs

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32. Institutional Investors
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low Demand
Here's how Institutional Investors is used in Investment Associate jobs:
  • Executed trades for institutional investors utilizing the firms proprietary trading desks.
  • Conducted stock ownership, institutional investors targeting, and sector fund flow analysis with financial tools and excel.
  • Offered primary analytical support for institutional investors and senior managers.
  • Reported quarterly performance reporting to syndicate and institutional investors.
  • Help explain detailed account and portfolio information to a wide client base comprised of high net worth individuals and institutional investors.

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6 Institutional Investors Jobs

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33. Asset Classes
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low Demand
Here's how Asset Classes is used in Investment Associate jobs:
  • Participated in strategic evaluation of alternative asset classes for endowment portfolio.
  • Developed an understanding of CDO's, ABS, Mutual Funds, Equities, and Bonds among other asset classes.
  • Allocated high performance securities in asset classes specific to value, blend and growth categories.
  • Assess relative value across fixed income asset classes and make relevant investment decisions.

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98 Asset Classes Jobs

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34. Institutional Clients
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low Demand
Here's how Institutional Clients is used in Investment Associate jobs:
  • Provide fixed income sales and portfolio management services to top-tier corporate and institutional clients.
  • Developed overall relationships with institutional clients.
  • Handled transactions involving mutual funds, stocks, bonds, options, fixed income and structure products for institutional clients.
  • Lead executive member of six person team overseeing $1.775Bn in assets for high net worth and institutional clients.
  • Source, evaluate, and monitor real asset investment opportunities on behalf of institutional clients.
  • Communicated team's investment ideas to institutional clients, sales force, and traders.
  • Provide institutional clients with UBS new issue offerings and credit research on specific bonds.
  • Advised institutional clients on global Real Estate and Infrastructure investments.
  • Communicated with high net worth investors and institutional clients.
  • Conducted macroeconomic research for Bridgewater's institutional clients, focusing on emerging markets and commodities.
  • Targeted a market of international institutional clients with at least $1 million in investable assets.
  • Assisted in sales and research coverage for institutional clients !

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28 Institutional Clients Jobs

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35. Conference Calls
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low Demand
Here's how Conference Calls is used in Investment Associate jobs:
  • Organize conference calls, analyst meetings, corporate updates and electronic correspondences with shareholders, analysts and other finance professionals.
  • Conducted conference calls/meetings with Wall Street analysts and company management teams.
  • Conducted investor conference calls regarding performance and portfolio pricing issues.
  • Organized annual shareholders meeting and quarterly shareholder conference calls.
  • Analyzed daily corporate management team presentations and earnings conference calls of current and potential investments for team's portfolios.
  • Work closely with the CEO on the production his monthly investor newsletter and quarterly investor conference calls.
  • Set up conference calls, meetings, and web demos with prospective investors.
  • Led outbound marketing conference calls and operational calls for new and existing products.
  • Maintained status charts, lead weekly internal status meetings and client conference calls.
  • Coordinate conference calls, set meetings with various product wholesalers.
  • Schedule quarterly investor conference calls hosted by the CEO.
  • Coordinated investor meetings, shareholder mailings and conference calls for client companies.

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75 Conference Calls Jobs

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36. Investment Ideas
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low Demand
Here's how Investment Ideas is used in Investment Associate jobs:
  • Promoted to articulate and implement firm's macroeconomic views and actionable investment ideas across discretionary and non-discretionary platforms.
  • Established an investment strategy and pro-actively researched investment ideas, ensuring sound final investment decisions.
  • Generated trading/investment ideas and timely communicated them to clients.
  • Worked closely with two senior portfolio managers in generating investment ideas, executing trades with dealers, and building portfolio positions.
  • Sustained monthly communication with clients to confer and review changes in portfolios, as well as to propose investment ideas.
  • Contributed new investment ideas and published internal research papers on products, relative values, and housing market.
  • Researched investment ideas for Senior Financial Advisor.

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17 Investment Ideas Jobs

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37. ETF
demand arrow
low Demand
Here's how ETF is used in Investment Associate jobs:
  • Lead manager of $5 million ETF portfolio consisting of 10 accounts with active participation in its origination and implementation.
  • Maximize portfolios with the use of fixed income, public equities, indexed ETF s, and mutual funds.
  • Skilled in providing valuable and detailed investment guidance/education to clients on equities, order types, ETFs and current market conditions.
  • Traded bonds; ETFs; mutual funds; currency, interest rate and commodity (precious metal) futures.
  • Update client bank instructions for ETF transactions on intra-bank distributions to ensure precise transfer of funds.
  • Created a weekly process for monitoring and scoring ETFs using the firm's weighting method.
  • Research and started to implement ETF'S into Jeff Cavan current book of business.
  • Generated Investment ideas, hedging and trading strategies using derivative instruments and ETFs.
  • Evaluate ETFs/stocks as thematic investment opportunities, e.g.
  • Classify securities (equities, ETFs, mutual funds, closed-end funds, REITs, fixed income securities).

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8 ETF Jobs

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38. Portfolio Management
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low Demand
Here's how Portfolio Management is used in Investment Associate jobs:
  • Attended upper level meeting for new portfolio management objectives and decision formulations.
  • Established guidelines for stock selection and portfolio management.
  • Partner with a team of Portfolio Managers in providing integrated investment advice and portfolio management services to high net worth clients.
  • Downloaded data from custodians into portfolio management software (Advent), reconciled reports and helped in quarter end reporting.
  • Used industry standard applications to generate reports for portfolio management, compliance, client statements, performance and tax reporting.
  • Exacted due diligence, created, and monitored a discretionary Exchange Traded Fund portfolio management platform.
  • Developed risk models, security selection models, and portfolio management tools.
  • Handle preparation of Portfolio Management Reports for client meetings.
  • Participated in development of Portfolio Management activities: Supported development of risk mitigation strategies mainly based on hedge instruments/strategies.
  • Prepared educational communications for financial advisors on topics relating to diversification, asset allocation and the portfolio management process.

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1,603 Portfolio Management Jobs

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39. Risk Tolerance
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low Demand
Here's how Risk Tolerance is used in Investment Associate jobs:
  • Provided equity, fixed income, and mutual fund recommendations based upon client goals and risk tolerance.
  • Updated investment policy statements due to changes in risk tolerance, income objectives, or time horizon.
  • Developed tailored investment plans in accordance with client's short- and long-term goals and risk tolerance.
  • Helped create portfolios for new and existing clients based on their risk tolerance.
  • Obtained risk tolerance and account objectives.
  • Recommend investment allocations and portfolio diversification strategies based upon client objectives, financial goals and risk tolerance.

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40. Powerpoint
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low Demand
Here's how Powerpoint is used in Investment Associate jobs:
  • Created current investment presentation materials for client meetings using Microsoft PowerPoint and Excel.
  • Assisted in PowerPoint presentation preparation.
  • Coordinate the updating of PowerPoint slides and presentations to include investment process descriptions, market environment themes, and strategy information.
  • Created PowerPoint presentations regarding all three lines of business current financial standings and year-end earnings and projections.
  • Prepare documents, reports and PowerPoint presentations for client meetings.
  • Created and edited presentations in Word, PowerPoint and Excel.
  • Prepared correspondences and drafts for proposals through MS Word and Powerpoint.

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912 Powerpoint Jobs

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41. Finra
demand arrow
low Demand
Here's how Finra is used in Investment Associate jobs:
  • Advised registered investment companies, registered investment advisers and broker-dealers on matters relating to regulatory examinations by SEC and FINRA staffs.
  • Recognize and resolve any written customer complaints and followed proper channels to ensure these are filed within FINRA guidelines.
  • Work closely with account managers on special projects, including FINRA/SEC regulations, compliance and treasury- related matters.
  • Maintained accurate records for trades placed within clients' accounts in adherence to SEC/FINRA rules and regulations.
  • Assisted compliance department to promptly resolve a diverse range of issues involving FINRA requests and inquiries.
  • Obtained FINRA Series 7, 66 and California insurance agent licenses.
  • Registered Representative holding FINRA Series 7 and Series 63 licenses.
  • Earned FINRA Series 6 and 63 financial licenses.

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21 Finra Jobs

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42. Financial Plans
demand arrow
low Demand
Here's how Financial Plans is used in Investment Associate jobs:
  • Compiled and presented financial plans and client proposals including a fee-based investment products.
  • Gathered and completed financial data for financial plans distributed to upper management.
  • Developed and presented annual financial plans to individuals and families.
  • Developed templates for Financial Plans to systematize production.
  • Create investment proposals, financial plans and investment policy statements for high and ultra high net worth individuals and entities.
  • Answered clients' questions about the purposes and details of financial plans and strategies.
  • Created investment proposals and financial plans for clients and prospects.
  • Created and implemented overall financial plans for affluent clientele.
  • Prepared and maintained documents for financial plans.

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395 Financial Plans Jobs

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43. Investment Proposals
demand arrow
low Demand
Here's how Investment Proposals is used in Investment Associate jobs:
  • Designed narrative investment proposals on potential acquisitions.
  • Directed marketing process, including production of investment proposals, marketing materials, asset performance reports, and websites.

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44. Morningstar
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low Demand
Here's how Morningstar is used in Investment Associate jobs:
  • Create custom report templates, batches, and schedules in Morningstar to fit special requests from Operations Team and Investment Managers.
  • Updated Morningstar filters with high performing funds specific to asset classes.
  • Utilized Morningstar Tools to conduct research and analysis for individual clients and conducted hypothetical portfolio analysis to enable Financial Advisors.
  • Developed a new procedure for utilization of Morningstar Advisor Workstation.
  • Utilized Morningstar Direct and Bloomberg for analytical and research purposes.
  • Completed extensive research utilizing Bloomberg, Morningstar, Reuters, and Standard & Poors.
  • Utilize the Morningstar Advisor Tool to aid advisors by researching securities and generating portfolio analysis reports.

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20 Morningstar Jobs

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45. Life Insurance
demand arrow
low Demand
Here's how Life Insurance is used in Investment Associate jobs:
  • Help clients develop an overall financial plan which includes investments, estate planning, life insurance, and retirement planning recommendations.
  • Assist a Financial Consultant in completing paperwork and inputting sales for Annuities, Brokerage, and Life Insurance.
  • Developed exceptional knowledge of mutual funds, annuities, retirement plans, and life insurance.
  • Achieved Series 6 & 63 and Life Insurance licenses as soon as eligible.
  • Prospected clients for mutual funds, annuities and life insurance products.
  • Acquired life insurance proposals and made recommendations as to suitability to Advisors.

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552 Life Insurance Jobs

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46. Account Maintenance
demand arrow
low Demand
Here's how Account Maintenance is used in Investment Associate jobs:
  • Perform account maintenance and provide guidance for low net worth clients.
  • Order entry/trading, cash management, and account maintenance.

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22 Account Maintenance Jobs

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47. Investor Statements
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low Demand
Here's how Investor Statements is used in Investment Associate jobs:
  • Prepare distribution of investor statements, letters and miscellaneous documents in accordance with investor and fund management instructions.
  • Ensured proper dissemination of monthly investor statements, weekly performance estimates and attribution statements.
  • Distribute investor statements, letters and miscellaneous documents per client direction.
  • Prepared distribution of investor statements in accordance with investor instructions.
  • Prepare and validate investor statements to fund accounting information.
  • Generate and distribute monthly investor statements and capital activity.
  • Prepare and validate investor statements against accounting information.
  • Prepare investor statements and transaction confirmations.
  • Prepare, validate and distribute investor statements and various other documents in accordance with fund and investor instructions.
  • Produced 5,000 monthly investor statements.
  • Served as primary contact for 25 hedge fund investors and managers in regards to investor statements.

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48. Client Presentations
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low Demand
Here's how Client Presentations is used in Investment Associate jobs:
  • Developed quarterly market overviews and marketing materials used for client presentations.
  • Conducted portfolio research and analysis for client presentations.
  • Research into various asset classes and create client presentations with detailed oversight of client affairs.
  • Assisted in project planning, data analysis, report writing, and client presentations.
  • Prepare and participate in client presentations.
  • Managed corporate marketing and business development activities including the development of information memoranda, proposals, client presentations and brochures.
  • Produced investment memoranda, financial models, reports and client presentations DTZ (a world-wide real estate consulting company)
  • Created prospective client presentations using investment reporting software; Microsoft PowerPoint and Adobe .

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57 Client Presentations Jobs

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49. IPO
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low Demand
Here's how IPO is used in Investment Associate jobs:
  • Performed analysis required to file S-11 with the SEC in IPO attempt.
  • Participated in IPO meetings and road shows to assess investment value.
  • Documented each transaction according to IPO standards.
  • Facilitated institutional syndicate information and trades for IPOs, follow-on and block trades as appropriate for clients.
  • Assisted in developing new business pitches for delivery to prospective pre-IPO clients.
  • Conducted more than 100 management meetings and responsible for over 15 IPOs.
  • Processed paper work for attending IPOs and secondary stock auctions
  • Prequalified investors for IPO offerings.

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33 IPO Jobs

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50. Salesforce
demand arrow
low Demand
Here's how Salesforce is used in Investment Associate jobs:
  • Generated reporting data from Salesforce platform to facilitate growth and manage firm operations.
  • Ranked Top 10 by salesforce.
  • Used Salesforce to improve productivity for the company Backgrounds USA

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955 Salesforce Jobs

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Investment Associate Jobs

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20 Most Common Skills For An Investment Associate

Client Portfolios

15.8%

Equity

10.8%

Asset Allocation

9.7%

Due Diligence

8.1%

Investment Strategies

6.7%

Compliance Requirements

5.9%

Real Estate

5.2%

Client Relationships

4.7%

Hedge Funds

4.3%

Investor Relations

3.9%

High NET

3.5%

Financial Models

3.2%

Financial Statements

3.1%

Financial Advisor

3.0%

Business Development

2.1%

Investment Committee

2.1%

Market Research

2.0%

AUM

2.0%

Customer Service

2.0%

New Clients

1.9%
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Typical Skill-Sets Required For An Investment Associate

Rank Skill
1 Client Portfolios 12.1%
2 Equity 8.3%
3 Asset Allocation 7.5%
4 Due Diligence 6.2%
5 Investment Strategies 5.1%
6 Compliance Requirements 4.5%
7 Real Estate 3.9%
8 Client Relationships 3.6%
9 Hedge Funds 3.3%
10 Investor Relations 3.0%
11 High NET 2.7%
12 Financial Models 2.5%
13 Financial Statements 2.4%
14 Financial Advisor 2.3%
15 Business Development 1.6%
16 Investment Committee 1.6%
17 Market Research 1.6%
18 AUM 1.5%
19 Customer Service 1.5%
20 New Clients 1.4%
21 Investment Performance Reports 1.2%
22 Client Service 1.2%
23 Potential Investors 1.2%
24 Client Meetings 1.2%
25 Portfolio Companies 1.1%
26 Venture Capital 1.1%
27 Wealth Management 1.1%
28 Bloomberg 1.0%
29 CRM 1.0%
30 New Accounts 0.9%
31 Press Releases 0.9%
32 Institutional Investors 0.8%
33 Asset Classes 0.8%
34 Institutional Clients 0.7%
35 Conference Calls 0.7%
36 Investment Ideas 0.7%
37 ETF 0.7%
38 Portfolio Management 0.7%
39 Risk Tolerance 0.6%
40 Powerpoint 0.6%
41 Finra 0.6%
42 Financial Plans 0.6%
43 Investment Proposals 0.6%
44 Morningstar 0.6%
45 Life Insurance 0.6%
46 Account Maintenance 0.5%
47 Investor Statements 0.5%
48 Client Presentations 0.5%
49 IPO 0.5%
50 Salesforce 0.5%
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17,741 Investment Associate Jobs

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