investment associate jobs

Fannie Mae —Plano, TX4

Analyze risks and collaborate with team to develop solutions. Analyze selling policy risks and collaborate with team to develop solutions.

EF Hutton —New York, NY3.5

Responsibilities include conducting secondary research, supporting financial analysis, assisting in due diligence on industry trends, company management, and…

GrayRobinson, P.A. —Lakeland, FL3.9

Working with clients to develop and execute plans that protect and preserve assets. A Tax LLM and experience with income tax issues is required.

Bank of America —Delray Beach, FL3.8

Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while…

Edwards Asset Management —Naples, FL

Assist in the implementation of client investment strategies. Handle client inquiries and resolve issues promptly.

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.

Boutique Recruiting —Vancouver, WA4.7

Provide excellent client service by handling client phone calls and emails. This role primarily supports two wealth advisors by facilitating client fund…

Elmington —Nashville, TN3.1

The Associate will primarily focus on underwriting, financial analysis, due diligence, investor relations, research, debt/equity, and the overall management of…

Tonka Financial Services —Hopkins, MN5

Assist with answering phone calls or delegating faxes to appropriate staff member. ▪ Handle phone calls, faxes, and e-mails from clients and take action needed…

Fidelity Investments —Topeka, KS4

And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients’ money.

Paulson Investment Company, LLC —Bend, OR3.3

The firm's emphasis includes products such as private investment in public equity (PIPES), registered direct offerings, Regulation D offerings, secondaries, and…

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,…

JPMorgan Chase & Co —New York, NY3.9

Work closely with marketers and communicators from across the CIB to develop project scope and ensure projects align with audio and video strategy and MarComms…

Wayne Mutual Insurance Company —Wooster, OH4.4

This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets, and fax machines.

Mesirow Financial Administrative Corp —Chicago, IL

Bachelor’s degree in finance, economics, mathematics, statistics or related field. Minimum of two years financial services or investment research experience.

Ryan Specialty —Jupiter, FL3.3

Demonstrates a commitment to ongoing professional development by diligently completing assigned educational courses, professional designations, and licensing…

BlackRock —New York, NY3.8

Qualifications: Bachelor’s degree in Finance, Economics, Humanities (any field), Social Sciences (any field) or a related field and two (2) years of experience…

JPMorgan Chase & Co —New York, NY3.9

You will also assist with driving the strategic vision for the platform with senior Operations and Technology stakeholders as we onboard further products and…

HighTower Advisors —Santa Fe, NM3.5

Ability to obtain a securities representative license (Series 65) in first year of employment. Founded in 2008, Hightower is a wealth management firm that…

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…