investment associate jobs

Gottshall Capital Partners —Manitowoc, WI

Handle all incoming calls and greet all incoming clients/prospects. Cultivates ideas to develop or help improve office systems and protocol.

Mid American Wealth Advisory Group —Kansas City, MO

Receive incoming prospect and client calls in a friendly, warm manner. Perform case analysis and develop recommendations. Portfolio analysis and monitoring.

Epes Transport System, LLC —Greensboro, NC3.3

The Associate Financial Analyst will provide analysis and metrics for financial core processes, be responsible for knowledge of all systems to support our field…

Alerus Financial —Minnetonka, MN3.5

Utilize analytic tools to model fixed-income portfolios so as to identify which fixed income securities are appropriate to trade.

Fidelity Investments —Portland, OR4

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

G9 Financial —Millbury, MA3.3

FINRA Series 7, Series 66, Life and Health licensing required with a commitment to obtaining further continuing education requirements to maintain licensing.

Macquarie Group Limited —New York, NY3.8

You will be a critical member of the team supporting business plan development and overall due diligence workstreams including overseeing advisors and driving…

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…

Fidelity Investments —Houston, TX4

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

WillowTrust Wealth Management —Raleigh, NC

A strong desire to develop personal and professional skills, as well as knowledge and understanding of investment philosophies and planning practices.

Wayne Mutual Insurance Company —Wooster, OH4.4

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

iProspect —New York, NY3.4

Applicants with disabilities may be entitled to reasonable accommodation under the terms of the Americans with Disabilities Act and/or certain state or local…

Pasona N A, Inc. —Dallas, TX4

Assist with amendments, dividend transactions, loan closings and funding, and other credit events that may impact the borrower.

Corporate One FCU —Columbus, OH

Education: Bachelor’s degree in Finance, Economics, Accounting, or a related field. Performs ad-hoc analysis, investment research, and strategy development at…

Level Wealth Management —North Carolina

A professional demeanor and advanced communication skills, including strong phone and email etiquette. Support the onboarding of new clients, including setting…

Clark Guilliam Bertsch Wealth Management, Independent Wealth Management Practice —Akron, OH

Assist Financial Advisor(s) with providing service to clients via telephone, direct interaction and/or written correspondence. Series 7, 63, 65, or 66 licenses.

Edward Jones —Cincinnati, OH3.7

As an associate, you are required to complete all ongoing training offered by the firm and regulatory authorities, as well as required training to maintain…

Provident Wealth Management —Burlington, NC

Bachelor’s or associate degree in finance or similar field *(Preferred)*. Case design and illustrations of financial products best suited for client.

Credit Agricole Corporate and Investment Bank —New York, NY3.7

The preparation of cash flow analysis and assisting in the drafting of indicative term sheets for e.g. senior secured/unsecured term loans, revolving/warehouse…