Investment Management Senior Associate/Vice President

Company: Selby Jennings
Location: San Diego
Posted on: November 18, 2024

Job Description:

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 a motivated individual to work on global investments and international 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 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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Keywords: Selby Jennings, Moreno Valley , Investment Management Senior Associate/Vice President, Executive , San Diego, California