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Faith Technologies, Inc. logo

Senior Investments Associate

Faith Technologies, Inc.

MENASHA, WIJobSeen 2w agoSeen in employer's feed 2 days ago

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At a glance

Compensation
No compensation found
Location
MENASHA, WI
Work Authorization
Not specified

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Job overview

The Senior Associate, Investments supports FTI’s active investment portfolio by maintaining reliable records, data, reporting, budgets, schedules, contracts, projects, and asset monitoring. The portfolio includes operating and financial investments across EV charging, Bitcoin mining, real estate, energy assets, and managed financial accounts. The role combines office-based coordination and analysis with periodic site visits and hands-on support of asset and project execution.

Skills & qualifications

RequiredNice to have

Skills

Organizational Skills, nice to haveProject Coordination, nice to haveSchedule Management, nice to haveBudgeting, nice to haveForecasting, nice to haveFinancial Reporting, nice to haveInvestment Analysis, nice to haveExcel, nice to havePowerPoint, nice to haveMicrosoft 365, nice to haveWritten Communication, nice to haveVerbal Communication, nice to haveAttention to Detail, nice to haveAdaptability, nice to haveResearch, nice to haveProblem Solving, nice to haveArtificial Intelligence Tools, nice to have

Qualifications

Bachelor's in Finance or Related, required2 Years Related Experience, required

Full job description

JOB REQUIREMENTS: You've discovered something special. A company that cares. Cares about leading the way in construction, engineering, manufacturing and renewable energy. Cares about redefining how energy is designed, applied and consumed. Cares about thoughtfully growing to meet market demands. And - as "one of the Healthiest 100 Workplaces in America" - is focused on the mind/body/soul of team members through our Culture of Care . The Senior Associate, Investments role provides the operating backbone for FTI's Investments function, with primary responsibility for the active investment portfolio. The role creates discipline across records, data, reporting, budgets, schedules, contracts, projects, and asset monitoring so leaders and Asset Managers can act on reliable information and keep complex work moving. The portfolio spans operating and financial investments, including EV charging, liquid-cooled Bitcoin mining, real estate, energy assets, and managed financial accounts. This is a practical role that combines office-based coordination and analysis with periodic site visits and hands-on support of asset and project execution. Ideal candiate will have strong organizational and project coordination skills, with demonstrated ability to manage schedules, dependencies, documentation, and follow-through across multiple workstreams. Will have working knowledge of budgeting, forecasting, financial reporting, and basic investment or return concepts. Will have strong Excel, PowerPoint, and Microsoft 365 skills, with the ability to learn and maintain new systems, reporting tools, and structured data sets. Clear written and verbal communication skills and the judgment to work effectively with senior leaders, operating teams, vendors, and external partners as well as high attention to detail, strong ownership, and willingness to move between administrative coordination, analytical support, and practical operating work. Additionally, it is preferred to have a well-rounded business background with experience in any combination of operations, finance, project coordination, administration, process improvement, or related work. A demonstrated adaptability and comfort shifting among analytical, administrative, project-based, and operational responsibilities as portfolio needs evolve. A strong curiosity and an ability to learn unfamiliar industries, technologies, and business models through research, hands-on experience, and guidance from subject-matter experts. Resourceful problem-solving, organization, communication, and follow-through across multiple stakeholders, priorities, and deadlines. Strong practical proficiency with modern business and artificial intelligence tools to improve research, analysis, materials, and workflow efficiency. Prior exposure to investments, operating assets, energy, infrastructure, construction, data centers, digital-asset infrastructure, EV charging, or real estate is helpful but not required. MINIMUM REQUIREMENTS Education: Bachelor's degree in Finance, Accounting, Data Science, Business, Operations, Project Management, or a related field, or equivalent relevant experience Experience: 2 years of related experience. Travel: 10% Work Schedule: This position works between the hours of 7 AM and 5 PM, Monday- Friday. However, work may be performed at any time on any day of the week to meet business needs. KEY RESPONSIBILITIES * Maintains accurate, current portfolio records across assets, entities, contracts, vendors, ownership interests, approvals, key dates, obligations, and supporting documentation; own data quality, version control, and information management across systems, shared files, trackers, and reporting tools. * Produces recurring portfolio and asset reporting, including operating To view the full job description please use the link below. https://www.aplitrak.com/?adid=YmJnZW5lcmljLjAzNjY2Ljg3NzBAZmFpdGh0ZWNoY29tcC5hcGxpdHJhay5jb20 **\ ** APPLICATION INSTRUCTIONS: Apply Online: https://www.aplitrak.com/?adid=YmJnZW5lcmljLjAzNjY2Ljg3NzBAZmFpdGh0ZWNoY29tcC5hcGxpdHJhay5jb20 Qualified females, minorities, and special disabled veterans and other veterans are encouraged to apply.

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