Job Details

This is a full-time, on-site role for a Director of Investment Planning located in Los Angeles, CA. The Director of Investment Planning will be responsible for overseeing and directing planning and research activities related to investment opportunities. Key responsibilities include conducting market research, developing strategic investment plans, analyzing financial data to identify potential investments, collaborating with other departments to ensure organizational alignment, and providing detailed reports and presentations to stakeholders.

Company Description

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Role Description

This role involves overseeing investment planning activities, conducting market research, developing investment strategies, analyzing financial data, collaborating across departments, and reporting to stakeholders.

Qualifications

• Strong analytical skills and ability to interpret complex financial data
• Experience in strategic planning and research activities
• Proven ability to conduct market research
• Excellent communication and presentation skills
• Ability to work collaboratively with cross-functional teams
• Proficiency in financial modeling and investment analysis tools
• Experience in finance or investment industries is highly beneficial
• Bachelor's degree in Finance, Economics, Business Administration, or related field; advanced certifications (e.g., CFA, CPA) are a plus

Additional Details

• Seniority level: Director
• Employment type: Full-time
• Job function: Business Development and Sales