Senior Investment Associate jobs in United States
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Atlantic Group · 1 day ago

Senior Investment Associate

Atlantic Group is seeking a driven Senior Investment Associate to support portfolio management, research, and investment strategy. This role works closely with senior professionals to analyze markets, evaluate opportunities, and help implement the firm’s investment approach.

B2BHuman ResourcesStaffing Agency
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Growth Opportunities
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H1B Sponsor Likelynote

Responsibilities

Conduct research and analysis across asset classes and investment strategies
Support portfolio management, asset allocation, and rebalancing activities
Assist with due diligence on new investments and monitor existing portfolios
Prepare investment materials and performance reports for internal and client use
Provide insights on portfolio performance, risk, and optimization

Qualification

CFAFinancial modelingInvestment research toolsExcelAnalytical skillsCommunication skillsDetail-oriented

Required

Bachelor's degree in Finance, Economics, Accounting, or related field; CFA or advanced degree preferred
4+ years of relevant investment or asset management experience
Strong analytical, financial modeling, and communication skills
Proficiency in Excel and investment research tools
Detail-oriented and able to manage multiple priorities in a fast-paced environment

Preferred

CFA or advanced degree

Company

Atlantic Group

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Atlantic Group, founded in 2006, is an industry leader in executive and professional search & staffing.

H1B Sponsorship

Atlantic Group has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2021 (1)
2020 (1)

Funding

Current Stage
Growth Stage

Leadership Team

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John Ricco
Founding Partner
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Company data provided by crunchbase