Investment Associate – Private Capital

TEEMA Solutions Group; New York (NY); Remote; USD 55,000 - 90,000; Full time

Benefits offered by this job

Remote work flexibility

Competitive base salary

Job summary

A leading investment firm in New York, NY is seeking individuals committed to growth and professional development. This role involves analyzing financial statements, utilizing CRM tools, and conducting market research to identify investment opportunities. Ideal candidates should have proven experience in financial analysis and strong relationship-building skills. The firm offers flexibility to work remotely and a competitive base salary that reflects individual contributions.

Qualifications

• Proven experience in financial analysis and investment evaluation.
• Commitment to continuous learning and professional development.
• Collaborative mindset to work effectively within a team.
• Excellent relationship-building skills with investors and partners.
• Strong market research skills to identify investment opportunities.
• Ability to monitor and evaluate investment performance metrics.
• Ability to prepare detailed investment reports and presentations.
• Experience in developing investment strategies and plans.
• Collaborative mindset to work effectively within a team.

Responsibilities

• Analyze financial statements and investment proposals for viability.
• Utilize CRM tools to track and manage investment pipelines.
• Conduct market research to identify potential investment opportunities.
• Monitor and evaluate the performance of existing investments.
• Assist in the development of investment strategies and plans.
• Develop and maintain relationships with potential investors and partners.
• Collaborate with team members to achieve investment targets.
• Evaluate risks associated with potential investments.
• Prepare detailed investment reports and presentations for stakeholders.
• Participate in training and professional development opportunities.
• Provide insights and recommendations based on investment performance.
• Stay updated on industry trends and market conditions.

Skills

Financial analysis

Investment evaluation

CRM tools familiarity

Relationship-building

Market research

Performance monitoring

Reports & Presentations

Investment Strategy

Team Collaboration

Tools

CRM Software

Job description

Full-time, Part-time, Contract, Internship

Remote | New York, NY, United States

The Opportunity

You’re the kind of person who is always looking to learn. You want to grow into something greater and you’re looking for an employer that encourages and supports your professional development. Career Launch AI promotes advancement and rewards our employees based on individual performance and merit. Sure you’ll have exposure to the team, but all of our people are accountable for their success. Competitive and focused, our team is on a mission to deliver excellence. We also know that this can only be accomplished by supporting our employee growth and development. By providing frequent feedback and consistently measuring progress, we’ve discovered the recipe for success that’s delivered year‑over‑year growth since our first year of business. This is a culture of winning. At Career Launch AI we breed winners.

Responsibilities

• Analyze financial statements and investment proposals for viability.
• Utilize CRM tools to track and manage investment pipelines.
• Conduct market research to identify potential investment opportunities.
• Monitor and evaluate the performance of existing investments.
• Assist in the development of investment strategies and plans.
• Develop and maintain relationships with potential investors and partners.
• Collaborate with team members to achieve investment targets.
• Evaluate risks associated with potential investments.
• Prepare detailed investment reports and presentations for stakeholders.
• Participate in training and professional development opportunities.
• Provide insights and recommendations based on investment performance.
• Stay updated on industry trends and market conditions.

Experience / Qualifications

• Proven experience in financial analysis and investment evaluation.
• Commitment to continuous learning and professional development.
• Familiarity with CRM tools for managing investment pipelines.
• Excellent relationship‑building skills with investors and partners.
• Strong market research skills to identify investment opportunities.
• Ability to monitor and evaluate investment performance metrics.
• Ability to prepare detailed investment reports and presentations.
• Experience in developing investment strategies and plans.
• Collaborative mindset to work effectively within a team.

What’s in it for you? (Salary, Commissions & Benefits)

• Enjoy the flexibility of working remotely from anywhere in New York, NY.
• Receive a competitive base salary that reflects your skills and contributions.