Investment Analyst jobs in Newport, RI

Investment Analyst is responsible for the evaluation of investment activities such as short-term debt securities, long-term equity, investment projects and objectives. Analyzes investment opportunities and recommends investments as appropriate. Being an Investment Analyst may help to evaluate stock investment and major projects for high-level analysis. Requires a bachelor's degree. Additionally, Investment Analyst typically reports to a supervisor or manager. The Investment Analyst contributes to moderately complex aspects of a project. Work is generally independent and collaborative in nature. To be an Investment Analyst typically requires 4 to 7 years of related experience. (Copyright 2024 Salary.com)

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Investment Analyst
  • RI Commerce
  • Providence, RI FULL_TIME
  • Statement of Duties

    The Investment Analyst will support the Investment Team by acting as an efficient team player with the ability to quickly assess the needs of, develop a work plan for, and excel at all tasks given regardless of previous knowledge. The candidate must have a working knowledge of financial fundamentals and financial modeling. Real estate experience is a plus, but not required. The overall purpose of this role is to support Commerce RI’s goal of drawing business to the area and getting Rhode Islanders back to work.


    Position Functions

    The essential functions and duties listed below are intended only as illustration of the various types of work that may be performed. The specific omission of specific statements of duties does not preclude them from the position if work is similar, related, or a logical assignment to the position


    Responsibilities

    • Evaluate applications for state business and real estate incentive investments;
    • Building complex pro-forma financial models and valuation analyses, including scenario analyses;
    • Prepare investment summaries to support the investment approvals process; and
    • Support the negotiation and closing process for all transactions/contracts.

    Key Competencies

    • Intelligence: The ability to acquire understanding and absorb information A quick study.
    • Resourcefulness: Passionately finds ways over, around, or through barriers to Achieves results despite lack of resources. Goes beyond the call of duty. Shows bias for action. A results- oriented “doer.”
    • Written Communications: Writes clear, precise, well-organized documents using appropriate vocabulary, grammar, and word usage.
    • Goal Setting: Sets fair stretch goals for self and Encourages individual initiative.
    • Ambition: Desires to grow in responsibility and

    • A Bachelor’s degree is An academic concentration in Finance, Accounting, Economics, Business, Strategic Management, or related field is preferred.
    • Relevant professional experience in economic development, financial analysis, private equity, real estate, investment banking, and/or consulting.
    • Highly proficient in MS Office, especially building flexible Excel
    • Excellent quantitative and qualitative analytical
    • Exceptional verbal and written
    • Interest in economic development and motivated by Commerce RI’s
  • 10 Days Ago

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Investment Product Manager
  • Citizens Securities, Inc
  • Johnston, RI OTHER
  • DescriptionCitizens Securities, Inc. is honored to be a high-quality provider in the investment services industry and is passionate about growing our market share in the states we currently operate! R...
  • Just Posted

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Audit Manager | Investment Companies
  • CBIZ
  • Providence, RI FULL_TIME
  • Status Category: Full-Time Exempt/Non-Exempt: Exempt Scheduled Hours Per Week: 40 Job Code: FS213AU With over 120 offices and nearly 7,000 associates throughout the U.S. CBIZ (NYSE: CBZ) delivers top-...
  • 2 Days Ago

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Audit Manager | Investment Companies
  • CBIZ, Inc.
  • RI, RI FULL_TIME
  • With over 120 offices and nearly 7,000 associates throughout the U.S. CBIZ (NYSE: CBZ) delivers top-level financial and employee business services to organizations of all sizes, as well as individual ...
  • 2 Days Ago

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Investment Consultant - Providence, RI
  • Fidelity Investments
  • Providence, RI OTHER
  • Job Description: Investment Consultant You joined the financial services industry to make a difference in the lives of your clients. At Fidelity, we have a relentless commitment to our clients. Come j...
  • 3 Days Ago

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Investment Consultant - Providence, RI
  • Fidelity Investments Careers
  • Providence, RI FULL_TIME
  • Job Description:Investment ConsultantYou joined the financial services industry to make a difference in the lives of your clients. At Fidelity, we have a relentless commitment to our clients. Come joi...
  • 5 Days Ago

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0 Investment Analyst jobs found in Newport, RI area

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Part Time Retail Sales Associate Sign- On Bonus $1,000
  • Cox Enterprises, Inc
  • Middletown, RI
  • **Primary Location:** 882 W Main Rd , Middletown , RI , US **Part Time Retail Sales Associate Sign- On Bonus $1,000** Co...
  • 3/28/2024 12:00:00 AM

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Oracle DBA
  • Latitude, Inc.
  • Newport, RI
  • Growing government contractor looking to bring on an Oracle DBA to the team. All viable candidates will need to have an ...
  • 3/28/2024 12:00:00 AM

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Sr. Credit Representative
  • Manpower
  • Fairhaven, MA
  • Job Title: Senior Credit Representative Location: Fairhaven Pay: $30/hr Schedule: Hybrid, Monday - Friday The Senior Cre...
  • 3/28/2024 12:00:00 AM

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Asset Management Specialist
  • Navigant Credit Union
  • Smithfield, RI
  • ABOUT: People helping people. That's what a credit union, and in particular Navigant Credit Union, is all about. Our mis...
  • 3/27/2024 12:00:00 AM

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Navy Qualified Validator (Newport) RI
  • KMS Solutions, LLC
  • Middletown, RI
  • Job Description Job Description Location: Newport, RI Required Clearance: Top Secret Summary/Objective KMS Solutions is ...
  • 3/27/2024 12:00:00 AM

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Portfolio Manager - Remote
  • McAfee Corp.
  • Job Title: Portfolio Manager - Remote Role Overview: We are seeking an experienced portfolio manager who can add a fresh...
  • 3/26/2024 12:00:00 AM

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Head of Business Development
  • Connecticut Innovations
  • Mystic, CT
  • Come join Enko, one of our portfolio companies! https://www.enko.ag. Role includes base salary, annual cash bonus, and e...
  • 3/25/2024 12:00:00 AM

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ANALYST INVESTMENT - RI
  • Pathway Capital Management
  • Providence, RI
  • Job Description Job Description Pathway Capital Management, LP, is seeking an INVESTMENT ANALYST to join our Providence ...
  • 3/24/2024 12:00:00 AM

Newport is a seaside city on Aquidneck Island in Newport County, Rhode Island, located approximately 33 miles (53 km) southeast of Providence, Rhode Island, 20 miles (32 km) south of Fall River, Massachusetts, 73 miles (117 km) south of Boston, and 180 miles (290 km) northeast of New York City. It is known as a New England summer resort and is famous for its historic mansions and its rich sailing history. It was the location of the first U.S. Open tournaments in both tennis and golf, as well as every challenge to the America's Cup between 1930 and 1983. It is also the home of Salve Regina Univ...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Investment Analyst jobs
$93,314 to $139,177
Newport, Rhode Island area prices
were up 1.6% from a year ago

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