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Investments • usa

Last updated: 9 hours ago

Director - Investments

WALDRON PRIVATE WEALTHBridgeville, US
Full-time

Waldron Private Wealth (Waldron) is looking to fill a Director - Investments position and is seeking a motivated, organized and task oriented individual.This individual will be responsible for over... Show more

Analyst - Investments

Asana PartnersCharlotte, NC, United States
Full-time

Asana Partners Investment Analyst.Asana Partners is a retail real estate investment manager creating value in vibrant neighborhoods by leveraging vertically integrated capabilities and retail exper... Show more

Associate, Tax-Driven Investments - Liberty Mutual Investments

Liberty Information Technology LimitedNew York, NY, United States
Full-time

Associate, Global Strategy & Capital Allocation.The Global Strategy & Capital Allocation team is seeking a highly analytical and execution-oriented Associate to drive and scale LMI's $3.Tax-Driven ... Show more

Investments Counsel

Lincoln FinancialGreensboro, NC, US
Full-time

Greensboro, NC (North Carolina); Charlotte, NC (North Carolina).Hybrid : Employee will work 3 days a week in a Lincoln office.We’re excited to add a new member to our Investments Legal Team, suppor... Show more

Analyst, Investments

RealtermChicago, IL, United States
Full-time

Real Estate Private Equity Analyst.Realterm is a real estate operator whose employees have a track record of capitalizing on durable insights into the supply and demand of real assets through the g... Show more

Associate, Tax-Driven Investments - Liberty Mutual Investments

Liberty Mutual Insurance GroupNew York, NY, United States
Full-time

Associate, Global Strategy & Capital Allocation.The Global Strategy & Capital Allocation team is seeking a highly analytical and execution-oriented Associate to drive and scale LMI's $3.Tax-Driven ... Show more

Associate, BTM Investments

HASIAnnapolis, MD, United States
$120,000.00 yearly
Full-time

HASI is currently seeking an associate or senior associate with renewable financing experience to join our team in Annapolis, MD or New York, NY.This individual will work in the Investment Group wi... Show more

Investments Director

Cystic Fibrosis FoundationBethesda, MD
$199,500.00 yearly
Full-time

The Cystic Fibrosis Foundation.For decades, we have been taking major steps and pioneering new ways to advance the to find a cure for cystic fibrosis and to provide all people with CF the opportuni... Show more

Analyst, Investments

Link Logistics Real Estate Holdco LLCAtlanta, Georgia
$100,000.00 yearly
Full-time

Link Logistics Real Estate (“Link”) is a leading operator of last-mile logistics real estate.Established by Blackstone in 2019, the company connects consumption, technology, and the supply chain ac... Show more

Investments Intern

Trademark Property CompanyFort Worth, TX, United States
Full-time

Trademark Property Company is looking for an intern for our investments team with a primary focus on analyzing retail and mixed-use projects throughout the US.The ideal candidate would have a desir... Show more

Investments Representative

Arizona Financial Credit UnionPhoenix, AZ, United States
Full-time

The position is responsible for managing and promoting a financially viable investment services program (insurance and securities) through managing sales volume and expense control.Ensures staff un... Show more

Director, Investments

American Fidelity Assurance CompanyOklahoma City, OK, United States
Permanent

Commercial Mortgage Group Lead.Lead and manage the Commercial Mortgage group of American Fidelity Corporation (AFC) and related companies (excluding First Fidelity Bank).Supervise all production, c... Show more

Private Equity Investments Analyst (Co-Investments)

GCM GrosvenorNew York, NY, United States
$105,000.00 yearly
Full-time

Private Equity Investments Analyst (Co-Investments).New York, New York, United States.Working as a member of the Private Equity Investments team, the Analyst will be involved in all aspects of priv... Show more

Investments Manager

Essex Property Trust REITLos Angeles, CA, United States
$107,000.00 yearly
Full-time

The Investments Manager will play a key role on Essex's Investment Team in identifying, sourcing, analyzing, negotiating, and executing real estate acquisition opportunities that align with our inv... Show more

Associate, Investments

ArchwellConshohocken, PA, United States
Full-time

The Associate, Investments to play a key role in the evaluation, execution, and ongoing management of initiatives across a diversified portfolio, including operating companies and other investments... Show more

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Analyst, Investments

Link Logistics Real EstateConshohocken, PA, United States
$100,000.00 yearly
Full-time

Investment Analyst (Dispositions).Link Logistics Real Estate ("Link") is a leading operator of last-mile logistics real estate.Established by Blackstone in 2019, the company connects consumption, t... Show more

Investments Associate

Menkiti GroupWashington, DC, United States
Full-time

At The Menkiti Group, we are dedicated to our mission of transforming lives, careers, and communities through real estate.With a 22-year track record and significant growth ahead, we are seeking ta... Show more

Analyst - Investments

BisnowHouston, TX, United States
$80,000.00 yearly
Full-time

Our SelectLeaders client is adding an Analyst to support a growing development team.This role was created to build analytical and operational capacity as the firm scales its $1.B+ industrial pipeli... Show more

Associate, Investments

Brookfield PropertiesNew York, NY, United States
$135,000.00 yearly
Full-time

The Associate, Investments is a key contributor to the firm's real estate investment strategy, supporting the sourcing, evaluation, and execution of opportunities across a diversified portfolio.Thi... Show more

Associate, Investments

GGPNew York, NY, United States
$135,000.00 yearly
Full-time

The Associate, Investments is a key contributor to the firm's real estate investment strategy, supporting the sourcing, evaluation, and execution of opportunities across a diversified portfolio.Thi... Show more

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Director - Investments

Director - Investments

WALDRON PRIVATE WEALTHBridgeville, US
10 days ago
Job type
  • Full-time
Job description

Waldron Private Wealth (Waldron) is looking to fill a Director - Investments position and is seeking a motivated, organized and task oriented individual. This individual will be responsible for overseeing and managing the execution of Waldrons investment process and service delivery which will include significant client relationship management and investment management responsibilities for assigned clients. In This Role You Will: Act as the Service Advisor on clients relationships which is defined as:Accountable for internal execution of items necessary for service delivery.Delivering advice directly to the client independently or in conjunction with the Lead Advisor.Play a significant role in relationship management.Manage the activities and execution of the investment functions for clients with combined AUM between $200M and $1B who are assigned to their team.Identify and oversee execution of strategic initiatives that provide value to clients, the investment team and the firm.Communicate with clients regarding portfolio strategies, performance and the market environment.Manage and develop relationships with client key stakeholders (e.g. family office, attorneys, accountants, etc.).Coordinate and collaborate with all firm departments to develop a holistic plan for client engagements. Provide top level investment concierge service to existing clients. Develop and monitor custom portfolio strategies.Act as the Lead Advisor on a select number of client relationships which is defined as:Responsible for the service and technical execution of the client relationship.Accountable for the actions of the other service team members assigned to a client engagement.Viewed by the client as the authority for their familys finances.Accountable for the retention of assigned clients.Approve trading and rebalancing recommendations.Contribute to and provide a sounding board for the firms due diligence process. Oversee the due diligence process for new and existing investment strategies.Establish the due diligence and manager selection criteria.Develop and maintain relationships with strategic investment management partners.Coordinate and manage investment research. Evaluate investment offerings (e.g. usage, flow, overlap, etc.) and research complimentary new offerings.Create strategic and tactical investment macro allocations, evaluate and enhance allocations as needed, as well as build and identify the best implementation instruments. Communicate with prospective clients, centers of influence and other relationships to drive new business.Take on a leadership role in decision making on investments.