Investment Management Senior Associate/Vice President

Details of the offer

Selby Jennings is partnering with a Family Office in the Southern California area looking for an Investment Banking Associate/Vice President to join their Investment Management. This Family Office is looking for an motivated individual to work on global investments and internaitonal portfolio management, working closely with deal teams, C-Suites, and others. Ideal candidates come from Investment Banking or Private Equity backgrounds, with a mix of Debt and M&A experience coming from coverage and/or product groups. Qualifications: - Education: Bachelor's degree in finance, economics, accounting, or a related field; a Master's degree (e.g., MBA) or CFA/CPA designation is often preferred. - Experience: 3-8 years in Investment Banking or Private Equity, ideally with experience in with private clients and Debt Capital Markets and/or M&A. - Financial Expertise: Strong understanding of financial markets, asset classes, investment strategies, and risk management techniques. - Analytical Skills: Proficiency in financial modeling, portfolio analysis, and investment due diligence. - Regulatory Knowledge: Familiarity with regulatory requirements, compliance, and tax considerations for high-net-worth families. - Communication Skills: Ability to communicate complex investment concepts clearly and effectively to non-financial stakeholders. - Relationship Management: Strong interpersonal skills to manage family relationships and coordinate with external partners and advisors. If there's interest, don't hesitate to apply!

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Nominal Salary: To be agreed

Source: Jobleads

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