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…

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…

D.I. Management, LLC —Philadelphia, PA

Support the due diligence process for assets under contract, including coordinating with external suppliers such as brokers, engineers, and contractors to…

AMG NATIONAL TRUST —Denver, CO

Regularly attend and participate in conference calls and staff meetings. Demonstrated social presence and social awareness. Microsoft Excel: 3 years (Required).

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.

IntraWorks Finance —Las Vegas, NV

Bachelor’s degree in Finance, Economics, Business Administration, or related field; advanced degree (e.g., MBA, CFA) is a plus. Las Vegas, NV 89101 (Preferred).

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,…

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,…

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.

Santander US —New York, NY3.8

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

Burns & Wilcox —San Francisco, CA3

Burns & Wilcox offers wide ranging and comprehensive solutions to serve retail insurance brokers and agents of all sizes, from the large houses to the more than…

CEDENT —San Francisco, CA5

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

Homebound —California3.7

Craft the detailed home product strategy for development areas and translate that into actionable guidance for teams to leverage when developing home product.

Ameriprise Financial - Edina Office —Edina, MN3.8

Follow up on client calls and requests. Perform in-depth analysis of client financial situations and create tailored financial plans.

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.