Talent.com
Investment Associate
Investment AssociateChecchi Capital • Beverly Hills, CA, US
Investment Associate

Investment Associate

Checchi Capital • Beverly Hills, CA, US
[job_card.variable_hours_ago]
[job_preview.job_type]
  • [job_card.full_time]
[job_card.job_description]

Who We Are

Checchi Capital Advisors, LLC is a rapidly growing wealth management firm with an innovative platform providing tax-efficient, transparent and globally diversified investments for select clients who share our values and objectives. CCA currently manages over $2.5B in AUM.

By fostering an inclusive environment and promoting professional development, we built a close-knit team that speaks 17 different languages and values collaboration and integrity. We are deeply committed to delivering superb client experience and consistent performance.

What We Are Looking For

We are searching for a dynamic Investment Associate to join our operations team. This role is focused on providing high-touch client service, developing and maintaining client relationships, and building financial models for existing and prospective clients.

In addition, as an Investment Associate you will :

  • Support business development by preparing plan proposals and presentations for prospective clients
  • Build financial models to analyze and forecast cash flows, portfolio projections, tax implications, etc.
  • Prepare for and present in client review meetings
  • Maintain CRM records and document meeting notes
  • Lead or participate in cross-functional projects to improve processes and deliver client solutions
  • Collaborate with advisory, trading and engineering teams on ad hoc initiatives
  • Support account opening, money movement and other operational items as needed

What You Will Bring

This role is for someone who has genuine interest in working for a growing firm and wants to dive deep into the world of wealth management and investments.

  • 3+ years of experience in banking, accounting, asset management or financial services company; general understanding of global markets and macroeconomics
  • Candidates will be required to pass an Excel test during the interview process
  • Bachelor's degree, preferably with a concentration in Accounting, Economics, Finance, Business Administration or a related field
  • Computer Skills – expertise in Microsoft Office Suite; experience with CRM, Bloomberg, Barclays and other data providers preferred
  • Attention to detail and exceptional organization. This position requires considerable coordination and follow-up. Being proactive and meticulous when it comes to processes is critical.
  • Ability to multi-task, work effectively in a team environment, take ownership of dedicated tasks, and look for ways to make current processes more efficient
  • Professional attitude and strong written and verbal communication skills, as you will be working predominantly with high-net-worth clients and prospects

    • Compensation Structure

    At CCA, we carefully consider a wide range of factors when determining compensation. In accordance with CA law, we expect the base salary for this position to be in the range of $90,000 to $110,000, plus an annual team performance bonus. Actual salaries may vary based on factors including but not limited to education, training, experience, and other job-related factors.

    What We Offer

  • Competitive salary and bonus structure
  • Full medical coverage, including vision and dental
  • 401k with company match
  • Opportunity to work for an established financial services company in a fast-growing, start-up like collaborative environment with a supportive fun-loving team of experts
  • Mentorship opportunities and ability to work directly with firm founders and leaders
  • Beautiful office space in Beverly Hills
    • [job_alerts.create_a_job]

    Investment Associate • Beverly Hills, CA, US

    [internal_linking.similar_jobs]
    Technology – Private Investment Funds Mid-Level Associate

    Technology – Private Investment Funds Mid-Level Associate

    Mosaic Recruits • Los Angeles, CA, United States
    [job_card.full_time]
    Technology – Private Investment Funds Mid-Level Associate.Private Investment Funds group.Candidates must have general experience both working in teams and in managing substantial components of tran...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Operations Associate (Alternative Investments)

    Operations Associate (Alternative Investments)

    Manhattan West Enterprise Company, LLC • Los Angeles, CA, US
    [job_card.full_time]
    Manhattan West Enterprise Company (“Manhattan West”) is seeking an Operations Associate to join our alternative investments team. This is an excellent opportunity to join a modern and fa...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Private Equity Associate | +$1B AUM | LA

    Private Equity Associate | +$1B AUM | LA

    Selby Jennings • Los Angeles, CA, US
    [job_card.full_time]
    Private Equity Associate / Senior Associate.We are working with a Los Angeles based PE firm looking for a highly motivated and talented individual to join their team as a Private Equity Associate / Sen...[show_more]
    [last_updated.last_updated_variable_hours] • [promoted] • [new]
    Investment Real Estate Associate

    Investment Real Estate Associate

    Marcus & Millichap • Los Angeles, CA, US
    [job_card.full_time]
    Launch Your Career in Commercial Real Estate Brokerage with Marcus & Millichap – Century City .Are you looking for a career that is enterprising, fulfilling, and offers the potential...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Sr. Associate Corporate (Mergers & Acquisitions / Private Equity

    Sr. Associate Corporate (Mergers & Acquisitions / Private Equity

    Direct Counsel • Los Angeles, CA, US
    [job_card.full_time]
    Associate — Corporate (Mergers & Acquisitions / Private Equity — Senior Level).Mergers & Acquisitions / Private Equity.Mergers & Acquisitions / Private Equity Practice.This ...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Private Equity Senior Associate

    Private Equity Senior Associate

    Alexander Chapman • Los Angeles, CA, US
    [job_card.full_time]
    Private Equity Senior Associate – Software (Los Angeles).Los Angeles-based investment team.The firm invests exclusively in software businesses and operates with a highly autonomous, execution...[show_more]
    [last_updated.last_updated_variable_hours] • [promoted] • [new]
    Corporate Associate - Private Equity

    Corporate Associate - Private Equity

    Kaizen Stackup • Los Angeles, CA, United States
    [job_card.full_time]
    Corporate Associate – Private Equity, M&A & Capital Markets.New York (with flexibility for SF, LA, Chicago, Palo Alto).Compensation : $250,000 – $373,000 (DOE + Bonus). JD Class Years : 2018 and earli...[show_more]
    [last_updated.last_updated_30] • [promoted]
    M&A and Private Equity Associate

    M&A and Private Equity Associate

    Direct Counsel • Los Angeles, CA, US
    [job_card.full_time]
    Direct Counsel, LLC is seeking M&A and Private Equity Associates for a leading global law firm to join their esteemed team in Los Angeles. We welcome candidates who are prepared to advise corpor...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Private Equity Senior Associate

    Private Equity Senior Associate

    CSC Generation • Los Angeles, CA, US
    [job_card.full_time]
    CSC Generation is the AI-native holding company re-engineering omni-channel retail.We acquire iconic brands and transform them with Genesis—our operating platform unifying a Data Fabric, Auto...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Investment Coordinator

    Investment Coordinator

    Altice USA • Marina del Rey, CA, United States
    [job_card.full_time]
    Juice is an emerging outcome focused, omni-channel customer acquisition platform.We are a team built of our media traders, data scientists, engineers, product experts and growth marketers helping c...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Investment Associate

    Investment Associate

    Checchi Capital • Beverly Hills, CA, US
    [job_card.full_time]
    Checchi Capital Advisors, LLC is a rapidly growing wealth management firm with an innovative platform providing tax-efficient, transparent and globally diversified investments for select clients wh...[show_more]
    [last_updated.last_updated_variable_hours] • [promoted] • [new]
    Associate, Investments (Credit Focus)

    Associate, Investments (Credit Focus)

    CIM Group, LP • Los Angeles, CA, US
    [job_card.full_time]
    CIM is a community-focused infrastructure and real estate owner, operator, lender, and developer managing over $30bn in assets across a variety of real asset strategies. Our team of experts works to...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Private Equity Investment Sales Associate

    Private Equity Investment Sales Associate

    Paulson Investment Company, LLC • Los Angeles County, CA, US
    [job_card.full_time]
    You must have an active Series 7 license for this position to be considered • • •.Paulson Investment Company, LLC is a boutique investment banking, wealth management, execution services, and retail b...[show_more]
    [last_updated.last_updated_variable_hours] • [promoted] • [new]
    Associate, Investment Transitions & Operations | Investment Firm

    Associate, Investment Transitions & Operations | Investment Firm

    Recruiting Resources, Inc. • Los Angeles, CA, US
    [job_card.full_time]
    Global investment management firm is seeking an Investment Transitions & Operations Associate at their global headquarters in West Los Angeles. This is an exciting opportunity for an experienced...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Investor Relations Associate

    Investor Relations Associate

    The Hiring Advisors • Los Angeles, CA, US
    [job_card.full_time]
    Private Equity • Alternative Investments • Fundraising & LP Engagement.Are you energized by the fast pace of private markets and ready to take on a role where storytelling, analytics,...[show_more]
    [last_updated.last_updated_variable_hours] • [promoted] • [new]
    Technology Private Investment Funds Mid-Level Associate

    Technology Private Investment Funds Mid-Level Associate

    Mosaic Recruits • Los Angeles, CA, US
    [job_card.full_time]
    Technology – Private Investment Funds Mid-Level Associate.Private Investment Funds group.Candidates must have general experience both working in teams and in managing substantial components o...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Private Equity Senior Associate - Software Investing

    Private Equity Senior Associate - Software Investing

    Alexander Chapman • Los Angeles, CA, US
    [job_card.full_time]
    This is a compelling opportunity for an investor seeking.Evaluate and execute new investment opportunities across sourcing, diligence, and execution. Lead complex financial modeling, valuation, and ...[show_more]
    [last_updated.last_updated_variable_hours] • [promoted] • [new]
    Associate (Corporate / Private Equity)

    Associate (Corporate / Private Equity)

    Percy Towers • Los Angeles, CA, US
    [job_card.full_time]
    Corporate Private Equity / M&A Associate.Corporate – Mergers & Acquisitions / Private Equity.Hybrid based on firm policy. full-time with standard billable expectations (~2,000+ annually...[show_more]
    [last_updated.last_updated_30] • [promoted]