1627
Investment Associate jobs
Edwards Asset Management —Naples, FL
Assist in the implementation of client investment strategies. Handle client inquiries and resolve issues promptly.
$70,000 - $105,000 a year
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Fuse Partners —Dallas, TX
Operating on its own proprietary technology, Fuse oversees a combined $4B in assets for 60,000 401(k) participants, 140 corporate clients, and about 1,400…
$55,000 - $65,000 a year
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Equity Trust —Westlake, OH
Handles incoming and outgoing client correspondence in a timely and efficient manner. Indexes information into company systems based on set parameters for the…
Estimated: $28.3K - $35.8K a year
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1d
Beth Israel Deaconess Medical Center —Boston, MA
Analyzes a manager's portfolio construction and holdings; reads their investor letters; participates in diligence calls and meetings with the manager; and…
Estimated: $100K - $127K a year
21h
Second 50 Financial, LLC —Manhattan Beach, CA
Will be cross trained to answer phones and help clients with account administration questions. Development of investment analysis and proposals for prospects.
$80,000 - $100,000 a year
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11d
Northwestern Mutual - Mike McVicker —West Des Moines, IA
Responsibilities include working with clients through the account opening process, assisting with transfer of assets, trading on the advisory and brokerage…
$48,600 - $70,200 a year
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GVD Hospitality —Spokane, WA
A focus on business, finance, economics, real estate, or related field(s) is a plus; Underwrite and model each deal: identify & analyze sales/rent comps,…
From $24 an hour
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GemHarvest —Spring, TX
Coordinate with Client Service, Trading, Compliance, and Investment teams to implement process, system, and product changes.
$70,000 - $75,000 a year
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10d
Equitable Advisors —North Carolina
You will be required to attain state life and health licenses, SIE, FINRA Series 7 and 66 exams (other designations a plus).
$89,438 - $268,314 a year
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3d
Santander US —San Francisco, CA
Performing detailed valuation analysis, including discounted cash flow, trading comparables, transaction comparables and LBO analysis.
$202,500 - $250,000 a year
5h
Cresset Capital —Reston, VA
Our company is actively seeking an Associate, Private Investment Reporting analyst to support the day-to-day maintenance of alternative investments data and…
Estimated: $65.2K - $82.5K a year
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7d
Flynn Financial LLC —Blakely, PA
_Desired: Advanced Certifications e.g., CFP, CFA or willing to pursue._. Financial concepts: 1 year (Preferred). _CRM Data Input/Note Taking_.
Estimated: $57K - $72.2K a year
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10d
Guggenheim Partners —Chicago, IL
We will provide best-in-class Investment Banking training—formal and hands-on—as you develop your professional toolkit: M&A process management, business acumen,…
$175,000 a year
G2 Capital Advisors —Boston, MA
Proven experience building out a comprehensive market analysis, including but not limited to: comparable company analysis, assessment of key metrics and…
$110,000 - $115,000 a year
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Halbert Hargrove —Long Beach, CA
Maintains a social presence in the community by volunteering and/or joining a charitable organization. Professional development budget for continuing education…
$75,000 - $100,000 a year
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Macquarie Group Limited —Houston, TX
In our Risk Management Group, you will be part of an independent, and centralised function, responsible for independent and objective review and challenge,…
Estimated: $79.1K - $100K a year
16h
JPMorgan Chase & Co —Boston, MA
You will deal with all stages of the lifecycle for each product, from broker matching to management of the client’s custodial network, lifecycle events,…
14d
Prudential Advisors —Pikesville, MD
Series 7, 66, or 63/65 license. Assist clients in managing their assets and cash flow effectively. Conduct in-depth financial analysis and create personalized…
$70,000 - $125,000 a year
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8d
DAI —Washington, DC
Working with a Senior Activity Advisor, Activity Managers in DC, and Activity Managers in the field, the Activity Associate will identify and mobilize personnel…
$56,000 - $62,000 a year
2d
Northwestern Mutual —Raleigh, NC
Hold FINRA SIE and series 7 license (or be able to obtain within 6 months of hire). Client service requests/communications – respond to client emails and phone…
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