Investment Manager jobs in Berkeley, CA

Investment Manager manages overall bank's investment portfolio. Reviews investment strategy, seeks out new opportunities, and recommends changes in investments to manage risk and generate acceptable rate of return. Being an Investment Manager measures and evaluates return on investment and trends that may impact the portfolio. Requires a bachelor's degree. Additionally, Investment Manager typically reports to a head of a unit/department. The Investment Manager manages subordinate staff in the day-to-day performance of their jobs. True first level manager. Ensures that project/department milestones/goals are met and adhering to approved budgets. Has full authority for personnel actions. To be an Investment Manager typically requires 5 years experience in the related area as an individual contributor. 1 - 3 years supervisory experience may be required. Extensive knowledge of the function and department processes. (Copyright 2024 Salary.com)

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Investment Manager
  • ICA
  • Oakland, CA FULL_TIME
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    ICA Fund, a non-profit venture capital firm, is seeking a full-time Investment Manager to contribute to its mission of closing the racial and gender wealth gaps. Primary responsibilities include managing our investment strategies, conducting industry research, and analyzing financial data to help make informed Investment decisions. The position is based in Oakland, CA with hybrid in-office Tuesdays and Thursdays and remote work.

     

    ICA: NOT BUSINESS AS USUAL

    People of color, especially women of color, start businesses at higher rates — but are constrained by structural inequities and are often overlooked by mainstream funders. Through ICA’s coaching, capital, and connections, we accelerate great businesses built and operated by underestimated Bay Area entrepreneurs.

     

    ICA is an impact focused non-profit venture capital firm committed to addressing structural inequities faced by entrepreneurs of color and women. With a 28-year track record, our tailored accelerator programs and strategic investments support underestimated Bay Area entrepreneurs because we believe in the transformative power of small businesses. At ICA we foster an inclusive culture that promotes collaboration and mutual respect. Joining our team is an opportunity to play a crucial role in advancing our work and witnessing the impact of supporting local economies. Operating as a lean startup, we challenge traditional financing models, emphasizing racial equity and prioritizing job creation.

     

    THE ROLE

    Reporting directly to the Chief Investment Officer, the Investment Manager will be an integral part of our investment team, contributing to sourcing, underwriting, and executing investment opportunities. Your role will encompass various responsibilities, ranging from conducting research and financial analysis to direct advisory relationships with early-stage founders.

     

    RESPONSIBILITIES

    • Due Diligence and Financial Analysis (50%):
      • Lead the evaluation and execution of transactions including strategic rationale analysis, due diligence, company valuation, and deal structuring and negotiation.
      • Underwrite investment transactions by evaluating company documents, business financial records, and market trends to assess risks and make informed investment decisions
      • Utilize strong analytical and quantitative skills to prepare investment memoranda, build financial models, estimate valuation, and forecast financial performance.
      • Present and communicate rationale and recommendations for investment opportunities to the investment committee ensuring clarity and alignment with ICA’s investment thesis
      • Collaborate with various members of the investment team to source, evaluate and invest in competitive early-stage startups
    • Deal Sourcing (15%):
      • Play a key role in sourcing investment opportunities aligned with ICA's mission.
      • Connect with early-stage entrepreneurs, identify promising ventures, and assess their potential to drive positive social impact.
    • Manage Deal Closing (15%):
      • Negotiate and finalize legal documentation for deal closing including drafting and reviewing term sheets, shareholder agreements, capitalization tables convertible notes, preferred stock agreements and other relevant contracts.
      • Ensure all legal aspects of the transaction are properly executed and compliant with regulatory standards.
    • Portfolio Management (10%):
      • Oversee select portfolio companies and conduct quarterly calls to receive business updates.
      • Maintain relationships with founders, gather relevant data, and provide regular reports on portfolio performance and trends to the team.
    • Network Expansion (5%):
      • Foster collaborative relationships to enhance investment opportunities and support the organization's mission.
      • Expand ICA's network of co-investors by engaging with peers at other venture capital firms,family offices, and investment organizations.
    • Program Facilitation (5%):
      • Help coordinate and oversee the smooth execution of program workshops.
      • Engage with diverse stakeholders to achieve program objectives effectively.

     

    QUALIFICATIONS

    • Bachelor's degree in Finance, Economics, Business, or a related field. A Master's degree or relevant certifications (e.g., CFA) is a plus.
    • 3-5 years in investment research, financial analysis, or portfolio management.
    • Strong analytical and quantitative skills with a keen attention to detail.
    • Proficiency in financial modeling and data analysis tools.
    • Extensive knowledge of investment concepts, terminology, models, and strategies, including portfolio theory, asset liability studies, asset allocation and performance measurement, and a solid understanding of capital markets.
    • Excellent written and verbal communication skills, with the ability to present complex information in a clear and concise manner.
    • Demonstrated ability to work in a team-oriented environment and contribute effectively to team discussions.
    • Strong work ethic, self-motivation, and a proactive approach to problem-solving.
    • Ethical and trustworthy, with a commitment to maintaining confidentiality and compliance with regulatory standards.
    • Alignment with the ICA mission to close the racial and gender wealth gaps.

     

    OUR OFFER AND COMMITMENT

    The annual base salary for this position is $100,000 - $115,000. Compensation also includes a discretionary bonus paid annually based on organization and individual performance.

     

    ICA’s full benefits package includes: 13 paid holidays per year; 3 weeks of annual paid vacation; 10 days of annual paid sick leave; at least 3 employer-identified mental health days; employer-paid health, dental, vision, life insurance and disability benefits; 50% employer-paid dependent health; employer-paid mental health counseling; 24-hour online virtual healthcare; 401(k) plan with matching; and mobile phone / Internet reimbursement.

     

    ICA is an equal opportunity employer. We evaluate qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, age, and other legally protected characteristics. 

     

     

    HIRING PROCESS

    People are key to our success, and we’d like to get to know you. Depending on your progress through our hiring process, you may go through the following steps: A round or two of panel interviews; review of work samples; completion of an exercise or case study; and reference-checking of previous supervisors and colleagues.

     

     

    HOW TO APPLY

    Please submit both a resume and a very brief cover letter (combined into one PDF or Word document) by March 20, 2024 by clicking on the Apply button of this page.

     

  • 1 Month Ago

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Property Manager
  • Federal Realty Investment Trust
  • San Ramon, CA FULL_TIME
  • Overview: Federal Realty is a proven leader in the ownership, operation, and redevelopment of high quality retail real estate in the country's best markets. We believe we are one of the most innovativ...
  • 19 Days Ago

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Principal Program Manager, Investment Planning - Location Flexible
  • PG&E Corporation
  • Oakland, CA FULL_TIME
  • Requisition ID # 155685 Job Category: Project / Program Management Job Level: Manager/PrincipalBusiness Unit: Engineering, Planning & StrategyWork Type: HybridJob Location: Oakland Department Overview...
  • 20 Days Ago

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Technical Coach
  • Sport Clips - Manager - CA821
  • Walnut Creek, CA FULL_TIME
  • Sport Clips Haircuts is Hiring! Do What You Love. Love What You Do. JOB DESCRIPTION As an Technical Coach (Hair Stylist Educator), you play an important role in developing our Teams by ensuring every ...
  • 10 Days Ago

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Store Manager
  • Garage clothing-Store Manager-Broadway Plaza
  • Walnut Creek, CA FULL_TIME
  • Seize the opportunity to join a global fashion retailer with two brands at the heart of its success, Garage and Dynamite, selected as one of Montreal's Top Employers 2020 and as one of Canada’s Top em...
  • 10 Days Ago

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Investment Associate
  • Loomis Sayles
  • Orinda, CA FULL_TIME
  • Loomis Sayles is a performance-driven active asset management company that seeks to identify exceptional investment opportunities on behalf of institutional and retail clients worldwide. We believe ac...
  • 14 Days Ago

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0 Investment Manager jobs found in Berkeley, CA area

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Operations Associate
  • Natixis Investment Managers
  • San Francisco, CA
  • Description What you'll do: Facilitate trade settlements by working with executing brokers, custodians and our back/midd...
  • 3/28/2024 12:00:00 AM

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Legal Practice Assistant - Investment Management
  • Morgan, Lewis & Bockius LLP
  • San Francisco, CA
  • Morgan, Lewis & Bockius LLP, one of the world's leading global law firms with offices in strategic hubs of commerce, law...
  • 3/27/2024 12:00:00 AM

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Director, Investment Management
  • Syon Capital
  • San Francisco, CA
  • Director, Investment Management - On-site (San Francisco) Who We Are Syon Capital is a dynamic and highly regarded multi...
  • 3/26/2024 12:00:00 AM

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Sales Manager, Investment Banking
  • Affinity
  • San Francisco, CA
  • **Sales Manager, Investment Banking** at Affinity San Francisco Affinity is a relationship intelligence platform built t...
  • 3/26/2024 12:00:00 AM

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CFP or CFA Wealth Advisor - Wealth Advisory / Financial Planning Experience Required
  • Analog Capital Partners
  • Company Description Analog Capital Partners centralizes investments, planning, and professional services for individuals...
  • 3/26/2024 12:00:00 AM

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Executive Assistant / Office Manager
  • GES Investment Management
  • San Francisco, CA
  • Job Description Job Description We are looking to hire an Executive Assistant / Office Manager to join our team! You wil...
  • 3/25/2024 12:00:00 AM

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Business Development Advisor
  • Evolve Talent Partners
  • San Francisco, CA
  • Overview: The Private Client Business Development role is an ideal opportunity for a highly motivated professional with ...
  • 3/25/2024 12:00:00 AM

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Wealth Management Advisor
  • Destination Wealth Management
  • Walnut Creek, CA
  • Company Description Destination Wealth Management is a fee-based wealth management firm based in Walnut Creek, CA. The c...
  • 3/24/2024 12:00:00 AM

Berkeley (/ˈbɜːrkli/ BURK-lee) is a city on the east shore of San Francisco Bay in northern Alameda County, California. It is named after the 18th-century Irish bishop and philosopher George Berkeley. It borders the cities of Oakland and Emeryville to the south and the city of Albany and the unincorporated community of Kensington to the north. Its eastern border with Contra Costa County generally follows the ridge of the Berkeley Hills. The 2010 census recorded a population of 112,580. Berkeley is home to the oldest campus in the University of California system, the University of California, B...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Investment Manager jobs
$131,265 to $234,881
Berkeley, California area prices
were up 4.5% from a year ago

Investment Manager in Casper, WY
For instance if you were working for a large US tech firm and as part of your remuneration package you receive share options it makes sense to give you less exposure to US tech companies within your investment portfolio.
December 29, 2019
Investment Manager in Miami, FL
Similarly, the investor will pay the same level of fees even when their portfolio underperforms, but they do keep more of the winnings when the manager outperforms.
December 09, 2019
Investment Manager in Colorado Springs, CO
Investment managers manage investment portfolios and operate under the government’s securities legislation.
October 08, 2019