INVESTMENT ASSOCIATE SKILLS, EXPERIENCE, AND JOB REQUIREMENTS
Updated: Aug 5, 2024 - The Associate Investment excels in synthesizing diverse information to evaluate investment strategies, adept at preparing and articulating recommendations succinctly. This role demands rigorous investment analysis, including detailed modeling and risk assessment, to identify viable opportunities. The position involves strategic thinking to foresee potential market shifts and their implications, ensuring informed decision-making that aligns with organizational goals.
Summary of Associate Investment Knowledge and Qualifications on Resume
1. BS in Finance with 2 years of Experience
- Experience in the investment industry working with private clients
- Knowledge of private client account types and products (RRSP, RRIF, LIF, TFSA, RESP)
- Completed the CSC and CPH
- Have IIROC RR licensed (or in the process of becoming RR licensed)
- Detail oriented, follows processes, takes initiative
- Works well in a team environment as well as on own
- Working knowledge of Microsoft Office Suite
- Learns new software quickly, welcomes a challenge
- Thrives in a fast-paced environment
- Experience with web-based technology
2. BA in Economics with 5 years of Experience
- Significant financial modeling experience, strong academic record
- Ability to create financial models from scratch required
- Understanding of credit documentation and deal execution
- Enjoys communicating and working with senior management from companies of different sizes
- Work on transactions across a variety of sectors and geographies
- European language skills an advantage (German, Italian, French, Spanish)
- Work with minimum supervision and as part of the dynamic and entrepreneurial team under tight deadlines
- Insurance licensed (LLQP in Quebec) or willingness to do so within 1 year
- Have Certified International Wealth Manager (CIWM) designation, Certified Financial Accountant (CFA), Chartered Investment Manager (CIM), or Certified Financial Planner (CFP)
- Robust conceptual and practical knowledge within an area of expertise and in broader areas
- Strong communication skills with ability to build relationships and work confidentially, independently as well as in a team
3. BA in Business Administration with 4 years of Experience
- Experience trading, lending, building financial solutions related to DeFi and digital assets
- Experience developing DeFi technologies and services combined with an educational background in finance
- Passion for staying ahead of the curve on DeFi news and innovation combined with a business mindset of seeking new ways to harness that innovation for customers’ benefit
- Ability to take complex ideas and present them in easily understandable prose
- Strong data analysis skills in Excel and/or Google Sheets
- Strong communication and teamwork skills, as every transaction work on is a cross-functional collaboration with other teams like sales, product, legal, marketing, and engineering
- Comfort in client-facing roles, as investment management duties include discussing investment themes, risk, et. al. with prospective and current customers.
- Series 7 and 66 (63 and 65 in lieu) required or must be obtained within licensing time frame after hire
- Knowledge of investment trends and advisor practices
- Outstanding verbal and written communication skills
4. BS in Accounting with 3 years of Experience
- Undergraduate degree with quantitative major (accounting, finance, statistics, engineering, etc.) and excellent GPA
- Some experience in the residential real estate industry, including any of the following: credit analysis, underwriting, appraisal, loan review, risk management, property management, etc.
- Proactive, professional approach to finding answers and solving problems
- Ability to consistently make decisions based on objective criteria
- Keen analytic skills, extreme attention to detail and strong ability to follow up on outstanding issues.
- Superior problem-solving abilities with intellectual curiosity and a drive to continually improve established processes.
- Demonstrated ability to manage multiple projects simultaneously, work under pressure and meet deadlines.
- Exceptional interpersonal skills, a positive attitude and eagerness to work in a team environment.
- Working knowledge of Microsoft Office Suite.
- Experience in mutual fund or brokerage industry required
5. BS in Mathematics with 5 years of Experience
- Ascertaining and analyzing sophisticated financial information used to research and model the value of companies.
- Preparing written summaries of corporate earnings calls, as well as a key opinion leader and other expert conference calls and meetings.
- Aggregating and summarizing economic, industry, and company research.
- Evaluating and analyzing the financial performance of companies using SEC filings, as well as industry and market trends.
- Building complex financial models for valuation purposes.
- Corporate ESG analysis.
- Daily reconciliation and review of trade and portfolio positions.
- Daily downloading and storage of data from selected websites.
- Daily review of the end-of-day position and P&L reporting.
- Proven MS Office skills, including Word, Excel, and Outlook.
6. BS in Computer Science with 4 years of Experience
- Demonstrated ability to communicate effectively to develop, comprehend, and complete legal, financial, and other business documents and to provide updates and reports to owners and key business leaders.
- Expert-level proficiency in Word, Excel, and PowerPoint in order to complete, design, and develop required reports and documents.
- Excellent interpersonal and relationship-management skills in order to establish, cultivate and maintain productive relationships with brokers, institutional and equity partners, owners, lenders, and the variety of potential clients with whom Greystar does business.
- Strong organizational, time-management, and project management skills in order to effectively track, report, and manage multiple projects and priorities where meeting deadlines is critical.
- Strong written and verbal communication skills, and analytical and problem-solving ability.
- Experience working within a functional organizational structure and with an executive-level workforce
- Great financial, analytical, and communication skills
- Ability to provide extraordinary presentations and strong financial modeling skills.
7. BS in Engineering with 6 years of Experience
- Ability to synthesizes information from various sources and critically evaluates alternative approaches
- Ability to prepare well-written, well-organized material and present recommendations in a clear and concise manner
- Capacity to conduct thorough investment analysis, including appropriate modeling and identifying merits and risks of investment opportunities
- Able to consider future scenarios, opportunities, and risks by thoroughly evaluating variables and assessing the impact on the investment portfolio
- Capacity to fully understand a problem and offer potential solutions
- Capable of integrating complex information and concepts and synthesizing efforts into a systematic framework
- Ability to take courageous, decisive action and make timely and independent decisions that are in the best interests of the organization
- Willingness and ability to receive, give and assimilate coaching and feedback.
- Ability to perform duties in an environment with background noise and complete tasks despite interruptions.
8. BA in International Business with 2 years of Experience
- Exceptional customer service skills.
- Excellent written and oral communication skills
- Ability to communicate effectively and project a professional image when giving and taking information in writing, in person, and over the phone.
- Strong computer and software skills, including knowledge of Microsoft Office software and departmental computer systems.
- Effective interpersonal skills with the ability to work with individuals and groups at all organization levels
- Ability to work independently and as part of a team.
- Good time management and organizational skills with a high level of initiative, responsibility, and accountability, including the flexibility to adapt to changing business needs and deadlines.
- Strong analytical ability with active listening skills.
- Ability to work accurately with close attention to detail.
- Strong problem resolution and prevention skills.
- Ability to maintain the confidentiality of sensitive information.