Managing Partner

TEEMA Solutions Group; New York (NY); Remote; USD 70,000 - 100,000; Full time

Benefits offered by this job

Flexible remote work

Competitive base salary

Job summary

A financial consulting firm in New York, NY is looking for a motivated professional to conduct financial analysis and manage investment evaluations. The ideal candidate will have strong relationship-building skills and experience with CRM tools. This position offers a competitive salary and the flexibility to work remotely in New York. Join us to advance your career while delivering outstanding investment insights and strategies.

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.

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.
• Collaborate with team members to achieve investment targets.

Skills

Financial analysis

Investment evaluation

CRM tools

Relationship-building

Market research

Performance monitoring

Report preparation

Investment strategy development

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.