Investment Market Analyst
hace 4 semanas
Supports investment analysis activities for all investments within Advocate Health, Inc. and its subsidiaries. Monitors global economic and market conditions to recognize opportunities for new investments. Performs rigorous qualitative and quantitative due diligence to validate the attractiveness of investment opportunities and recommends actions to the investment team. Monitors and continually evaluates investments after the investment decision is implemented with ongoing due diligence activities to include: preparing and analyzing investment reports, monitoring and evaluating investment manager performance, and utilizing risk management tools. Position is expected to collaborate with other investment team members regarding qualitative and quantitative investment analysis and reporting.
Key Responsibilities:- Due Diligence: Actively participates in and leads periodic meetings and calls with both existing and prospective investment managers to gain an understanding of the manager's philosophy, process, and portfolio. Thoroughly reviews offering materials provided by prospective investment managers and summarizes key terms, strengths, and prospective issues to investment team.
- Investment Meetings: Assists VP-Investments with investment manager meeting preparation and leads meetings in presence of the VP-Investments.
- Investment Recommendations: Identifies primary strengths and risks for prospective investment managers. Prepares a concise written summary of terms and key diligence items to investment team during various stages of diligence.
- On-Going Monitoring: Reads all communications from investment managers and summarizes key issues and/or changes to investment team.
- Market Research: Performs market research for the purpose of industry education, trend identification, and documentation of best practices.
- Bachelor's Degree in Finance, Accounting, or Economics
- Typically requires 5+ years of related experience in finance, capital markets, or investments
- Excellent spreadsheet skills
- Strong analytical skills
- Strong communication skills
- Strong attention to detail
- Ability to handle confidential information with respect for sensitive nature of the data
- Ability to prioritize independently and respond to multiple simultaneous requests
- Ability to work in changing environment
- Ability to work under stressful conditions and in difficult situations
This job description indicates the general nature and level of work expected of the incumbent. It is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities required of the incumbent. Incumbent may be required to perform other related duties.
-
Investment Market Analyst
hace 4 semanas
San Juan, San Juan, Puerto Rico Advocate Aurora Health A tiempo completoInvestment Market AnalystSupports investment analysis activities for all investments within Advocate Aurora Health and its subsidiaries. Monitors global economic and market conditions to recognize opportunities for new investments. Performs rigorous qualitative and quantitative analysis to identify potential investment opportunities. Collaborates with...
-
Investment Market Analyst
hace 2 semanas
San Juan, San Juan, Puerto Rico Advocate Health A tiempo completoInvestment Market AnalystSupports investment analysis activities for Advocate Health, Inc. and its subsidiaries. Monitors global economic and market conditions to identify opportunities for new investments. Performs rigorous qualitative and quantitative due diligence to validate investment opportunities and recommends actions to the investment team....
-
Senior Investment Analyst
hace 2 semanas
San Juan, San Juan, Puerto Rico Firma de Reclutamiento en PR A tiempo completoJob SummaryWe are seeking a highly skilled Senior Investment Analyst to join our team at Firma de Reclutamiento en PR. The ideal candidate will have a strong background in investments, finance, and accounting, with a proven track record of preparing subsidiary reports and financial closings.Key ResponsibilitiesPrepare investment reports for the creation of...
-
Market Insights Strategist
hace 2 semanas
San Juan, San Juan, Puerto Rico Advocate Aurora Health A tiempo completoInvestment Analysis RoleSupports investment analysis activities for all investments within Advocate Aurora Health, Inc. and its subsidiaries. Global economic and market conditions are monitored to recognize opportunities for new investments. Perform qualitative and quantitative analysis for investment opportunities, focusing on market trends and performance...
-
Financial Analyst
hace 4 semanas
San Juan, San Juan, Puerto Rico Firma de Reclutamiento en PR A tiempo completoFinancial Analyst Job DescriptionWe are seeking a highly skilled Financial Analyst to join our team at Firma de Reclutamiento en PR. As a Financial Analyst, you will play a critical role in the preparation of subsidiary reports and the financial closing of investments.Key Responsibilities:Prepare investment reports for the creation of monthly journal...
-
Investment Portfolio Manager
hace 4 semanas
San Juan, San Juan, Puerto Rico Firma de Reclutamiento en PR A tiempo completoInvestment Manager Job DescriptionAbout the RoleFirma de Reclutamiento en PR is seeking an experienced Investment Manager to join our team. As an Investment Manager, you will be responsible for analyzing investment products, evaluating investment policies, and identifying investment opportunities.Key ResponsibilitiesAnalyze investment products, including...
-
Investment Portfolio Manager
hace 4 semanas
San Juan, San Juan, Puerto Rico Firma de Reclutamiento en PR A tiempo completoJob SummaryFirma de Reclutamiento en PR seeks a highly skilled Investment Portfolio Manager to join our team. As an Investment Portfolio Manager, you will be responsible for analyzing and managing investment portfolios to achieve optimal returns.Key ResponsibilitiesAnalyze investment products, including credit and market characteristics.Review and evaluate...
-
Senior Investment Professional
hace 2 semanas
San Juan, San Juan, Puerto Rico Firma de Reclutamiento en PR A tiempo completoJob Title: Investment Manager(Firma de Reclutamiento en PR)OverviewSeeking an Investment Manager to lead our investment strategy and management of company portfolios.Key ResponsibilitiesConduct in-depth analysis of various investment products to assess credit and market characteristics.Review and evaluate the Investment Policy, ensuring alignment with...
-
Financial Analyst
hace 2 semanas
San Juan, San Juan, Puerto Rico Firma de Reclutamiento en PR A tiempo completoFinancial Analyst Job DescriptionWe are seeking a highly skilled Financial Analyst to join our team at Firma de Reclutamiento en PR. As a Financial Analyst, you will play a key role in the preparation of subsidiary reports and the financial closing of investments.Key Responsibilities:Prepare investment reports for the creation of monthly journal...
-
Investment Portfolio Manager
hace 4 semanas
San Juan, San Juan, Puerto Rico Fulcro Talent Acquisition A tiempo completoJob SummaryOur company is seeking a skilled Investment Portfolio Manager to support our Wealth Management and Financial Planning practice. The ideal candidate will have a strong background in financial analysis and portfolio management.Key ResponsibilitiesAnalyze market trends and investment portfolios to identify opportunities and risks.Develop and...
-
Senior Investment Professional
hace 2 semanas
San Juan, San Juan, Puerto Rico Firma de Reclutamiento en PR A tiempo completoJob SummaryWe are seeking a highly skilled Senior Investment Professional to join our team at Firma de Reclutamiento en PR. The ideal candidate will have a strong background in investment management and finance, with a proven track record of analyzing complex financial data and making informed investment decisions.Key ResponsibilitiesAnalyze and evaluate...
-
Financial Analyst
hace 2 semanas
San Juan, San Juan, Puerto Rico AIG A tiempo completoFinancial AnalystAIG is seeking a skilled Financial Analyst to play a key role in maintaining a healthy balance sheet. As a Financial Analyst, you will be responsible for performing general ledger account analysis, preparing and analyzing deposit accounts, and reviewing and analyzing investment accounts.Key Responsibilities:Perform general ledger account...
-
Senior Financial Analyst
hace 4 semanas
San Juan, San Juan, Puerto Rico Ryder System, Inc. A tiempo completoRyder Senior Financial Analyst - REMOTESan Juan, PR, USAJob SummaryThe Senior Financial Analyst will report to the Manager of Finance. The analyst will provide financial support for Ryder's FMS Pricing and Sales organizations. The analyst will create, manage, and implement models to assist in Ryder's product pricing, as well as provide data and analysis to...
-
Financial Analyst
hace 4 semanas
San Juan, San Juan, Puerto Rico AIG A tiempo completoFinancial Analyst Job DescriptionAbout the RoleWe are seeking a highly skilled Financial Analyst to join our team at AIG. As a Financial Analyst, you will play a critical role in supporting the Finance team in maintaining a healthy balance sheet and delivering significant finance support for the overall enterprise.Key ResponsibilitiesPerform general ledger...
-
Financial Analyst
hace 4 semanas
San Juan, San Juan, Puerto Rico AIG A tiempo completoFinancial Analyst RoleWe are seeking a highly skilled Financial Analyst to join our team at AIG. As a Financial Analyst, you will play a critical role in maintaining a healthy balance sheet and delivering significant finance support for the overall enterprise.Key Responsibilities:Perform general ledger account analysis and post accounting journal...
-
Quantitative Financial Analyst
hace 21 horas
San Juan, San Juan, Puerto Rico El Comeback A tiempo completoPrivate Capital Advisor Firm Seeking Quantitative Financial AnalystAt El Comeback, a non-profit program that attracts and retains professional talent for Puerto Rico-based jobs, we are hiring a skilled Quantitative Financial Analyst to join our team. Our client, a Private Capital Advisor Firm with a distribution network in North America, Latin America,...
-
Energy Acquisition Analyst
hace 4 semanas
San Juan, San Juan, Puerto Rico Exelon A tiempo completoJob DescriptionAs an Energy Acquisition Analyst at Exelon, you will be responsible for the daily operation of customized software that facilitates the analysis and development of Load Serving Entities (LSEs) retail energy forecasts for submission to the Independent System Operator (ISO), PJM.Key Responsibilities:Operate customized software to analyze and...
-
Senior Financial Analyst
hace 2 semanas
San Juan, San Juan, Puerto Rico Ryder System, Inc. A tiempo completoRyder System, Inc. Job DescriptionJob Title: Senior Financial AnalystThe Senior Financial Analyst will report to the Manager of Finance and provide financial support for Ryder's FMS Pricing and Sales organizations.Key Responsibilities:Develop and implement maintenance cost, residual, and other cost component models for lease pricing, analysis, and market...
-
Senior Financial Analyst
hace 4 semanas
San Juan, San Juan, Puerto Rico Grainger Businesses A tiempo completoAbout GraingerGrainger is a leading distributor with operations in North America, Japan, and the United Kingdom. Our purpose is to keep the world working by serving more than 4.5 million customers with a wide range of products that keep their operations running and their people safe. We deliver services and solutions, such as technical support and inventory...
-
Sales Performance Analyst
hace 4 semanas
San Juan, San Juan, Puerto Rico Appleone A tiempo completoSales Analyst Role at AppleoneThe Sales Analyst is a key member of the Appleone team, responsible for analyzing and interpreting sales data to inform business strategies. This role requires a strong analytical mindset, excellent communication skills, and the ability to work effectively in a fast-paced environment.Key Responsibilities:Evaluate and predict...