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Client Associate Investment Jobs in California (NOW HIRING)

CapRock

Client Associate

Newport Coast, CA · On-site

Client Associate Location: Livingston, NJ | Newport Beach, CA | Scottsdale, AZ Overview The Client ... Complete setup, maintenance, and ongoing reconciliation of client data in investment platforms ...

Rockefeller Financial

Client Associate

San Francisco, CA · On-site

$75K - $90K/yr

The Client Associate will work with our Private Advisor team members and will interact directly ... Completing investment subscription documents * Cash management & RMDs * Assisting with client ...

UBS

Client Associate

El Segundo, CA · On-site

Do you know how to take care of people? We're looking for a Client Associate to: • keep ... We also provide diversified asset management solutions and focused investment banking capabilities.

UBS

Client Associate

San Francisco, CA · On-site

Do you know how to take care of people? We're looking for a Client Associate to: • keep ... We also provide diversified asset management solutions and focused investment banking capabilities.

UBS

Client Associate

Pasadena, CA · On-site

Do you know how to take care of people? We're looking for a Client Associate to: • keep ... We also provide diversified asset management solutions and focused investment banking capabilities.

UBS

Client Associate

Los Angeles, CA · On-site

We're looking for a Client Associate to: • Keep management systems up to date with accurate and ... We also provide diversified asset management solutions and focused investment banking capabilities.

UBS

Client Associate

Los Angeles, CA · On-site

We're looking for a Client Associate to: • Keep management systems up to date with accurate and ... We also provide diversified asset management solutions and focused investment banking capabilities.

UBS

Client Associate

San Diego, CA · On-site

Key responsibilities We're looking for a Client Service Associate to: • Assist financial advisors ... investment solutions for clients • Provide support for client relationship building and ...

UBS

Client Associate

San Jose, CA · On-site

... for a Client Associate to: • Maintain client information and records in CRM and account ... We also provide diversified asset management solutions and focused investment banking capabilities.

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Associate, Investment

Pantheon Ventures Careers

San Francisco, CA

$120K - $135K/yr

Full-time

Re-posted 22 days ago

Job description

Purpose of Position

The Investment Associate will support the Global Infrastructure & Real Assets Investment team by providing transaction support in deal execution (GP-led secondaries, LP portfolio secondaries, co-investments, and primary fund selection), asset management, and other ad-hoc projects and initiatives to promote growth of the team and wider business.

Key Responsibilities

  • Evaluate investment opportunities through financial modeling and due diligence
  • Prepare and present investment recommendations to the Investment Committee on deal findings and other analyses
  • Assist with deal closing processes alongside the Investment Structuring Team and legal counsel
  • Represent team and build rapport with partners and counterparties by attending GP/company board meetings, industry events, and other ad-hoc meetings
  • Monitor and assist in the management of existing portfolio companies and investments
  • Support client and fundraising requests and participate in client and fundraising meetings
  • Conduct market and sector research for use in pitchbooks, client materials or external publications

Knowledge and Experience Required  

  • Prior knowledge and deal experience (2-4 years) in infrastructure & real assets, private equity, investment banking, consulting, corporate development, or related roles
  • Strong financial modelling skills, ability to understand financial statements, interpret and calculate key financial metrics
  • Ability to learn quickly, take initiative and handle a large amount of responsibility early on
  • Interest in working in a fast-paced deal execution environment with the ability to perform well under pressure with minimum supervision to meet tight deadlines
  • Self-motivated and resourceful; able to multi-task and focus on delivering results
  • Strong problem solving, influencing and relationship building skills - ability to build relationships internally and externally with General Partners, clients, brokers, consultants, and management teams
  • Strong communication skills and attention to detail
  • Willingness to travel on a varying basis

Expected base salary range:  $120,000- $135,000

Actual base salary is determined by a range of factors including individual experience, skills and qualifications. 

In addition to the above salary, Pantheon offers a generous employee benefits package and successful candidates are eligible to receive a discretionary bonus

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