investment associate jobs

The Insurance Center —Onalaska, WI1

Engage with consultants and clients to answer questions and deliver data in a manner that is understandable. Engage with various analytics platforms to extract,…

NorthCoast Asset Management —Greenwich, CT

Series 65 license (required for role; pursuit to begin shortly after start date if not already held and is expected to be passed within three months).

HighTower Advisors —Orlando, FL3.5

Communicate and collaborate with clients’ professional contacts, i.e. CPAs, attorneys, insurance agents, etc. You are a U.S. citizen, U.S. permanent resident or…

Tailored Management —Indianapolis, IN3.6

Financial analysis: 3 years (Required). This role will be expect to process account transactions and reconciliations, generate reports, and act as liaison for…

Levin Johnston of Marcus and Millichap —Los Altos, CA

Real estate license (not required for initial interview). Advising clients on their individualized real estate investment strategies.

JPMorgan Chase & Co —New York, NY3.9

You will develop strong function skills in the major areas of investment banking and will demonstrate the ability to become a senior officer who is capable of…

Zebulon Capital Ventures —Remote

Collaborate with the executive team to develop and implement strategic sales initiatives, identify new market opportunities, and participate in industry events.

Cedar Wealth Management —Remote

Participate in the data gathering process, meetings and/or conference calls with clients. Custodian interface: complete new account applications and various…

Jay M. Johnson, LLC —San Antonio, TX

Bachelor’s degree in Accounting or a related field; CPA certification preferred. Minimum of 3 years of experience in public accounting or a related field.

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,…

Northwestern Mutual —Remote3.7

Life & Health insurance license preferred. Updating client data and cost basis information. Excellent oral and written communication skills with the ability to…

Hudson Valley Credit Union —Chester, NY3.3

NYS Notary Public license achieved within 12 months of obtaining position required. Support Contact Center with inbound member calls as necessary.

Aurumys —Albuquerque, NM

Our Sales Agents must hold an active New Mexico real estate license, or you should be willing to take the necessary steps to obtain one.

Arrowroot Capital —Miami, FL

This individual will also play a lead role in all parts of the transaction process, including sourcing, negotiating & structuring, completing industry research,…

Burns & Wilcox —San Francisco, CA3

Bind risk, post the invoice and process technical data. Manage relationships with retail agents and follow up on any outstanding information needed to complete…

Santander US —New York, NY3.8

Performing detailed valuation analysis, including discounted cash flow, trading comparables, transaction comparables and LBO analysis.

Ameriprise Financial - Edina Office —Edina, MN3.8

Follow up on client calls and requests. Your role will be instrumental in driving this expansion, not only by nurturing existing client connections but also by…

CEDENT —San Francisco, CA5

Preparation of comprehensive financial models and valuation analyses including discounted cash flow, comparable company, precedent M&A transactions, LBO and…

Cresset Capital —Atlanta, GA5

Bachelor's degree required in Business, Finance, or related field. Accurate and timely execution of incoming trade requests submitted by advisors.