LinkedIn Following

Group: JOBS 2.0: Job Search Career Networking Staffing. Post Resume -Get Paid by Employers at Resumark .com
Subject: Account Manager/ Analyst, Innovative Investment Management Firm (La Jolla, CA)

Katerina Belova posted a job: Account Manager/ Analyst, Innovative Investment Management Firm (La Jolla, CA)

"Please do not contact me about this job. View company name and apply directly at: http://bit.ly/rhbBpy Job Description: This position has two exciting elements for an individual who possesses a strong finance background with excellent interpersonal skills. As an account manager, duties include establishing and maintaining successful relationships with existing clients, attracting new investors, and sourcing new areas or funds for the company to invest in. As a financial analyst, you work directly with the executives and are responsible for interpreting the overall investment to assess the level of risk. Responsibilities: Account Manager -The relationship manager experience fosters the opportunity to connect with fund managers, senior business leaders and investors who can help guide and grow Aequitas. Here you will build your professional network and interact with colleagues across divisions and regions. - Develop a pipeline of investors for investment products based on the company's sales goals. - Provide support and follow up to EVPs on lead generation and sales activities. This will span across family offices, investment advisors, and ultra-high net worth investors. - Proactively consult with investors regarding exiting fund and note renewals to maximize retention and add-on investment. Financial Analyst - You will quickly become an integral member of the team with your own responsibilities. - Complete business analysis, financial modeling and valuations of new equity and debt investments. - Recommend and monitor account portfolios as well as investments that are made. - Create full underwriting reports to be presented to the investment committee. - Support analysts with industry and sector research for ways to grow the firm's investment reach. - Maintain an accurate deal pipeline. - Manage internal reporting of revenues and operating plan objectives. Job Requirements and Qualifications: - BS/BA in Finance or related field. MBA required. - Ability to understand and analyze balance sheets, income statements, statement of cash flows and other pro forma financial statements. - Ability to understand and interpret financials from a variety of different industries. - Ability to manage and manipulate data. - Strong analytical, problem-solving and project management skills. - Highly organized with the ability to efficiently and accurately multi-task. - Ability to complete multiple projects on time and with minimal supervision. - Ability to develop and maintain strong relationships. - Strong oral, written and communication skills. - Minimum of 5 years experience with preferred investment management firm or in an investment related field. - Experience with SalesForce or other CRM database a plus."

Go see this job post »

Don't want to get activity notifications: Change your following people settings »

Learn more about following people's activity