1719
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.
$35,000 - $40,000 a year
Quick Apply
3d
The Insurance Center —Stevens Point, WI
Engage with consultants and clients to answer questions and deliver data in a manner that is understandable. Engage with various analytics platforms to extract,…
Estimated: $38.4K - $48.6K a year
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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).
$60,000 - $75,000 a year
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MedPro Group —Fort Wayne, IN
Provide data entry, initial analysis and account set up transactions. Provide support for MedPro Group distribution partners via phone calls, emails and faxed…
Estimated: $49.2K - $62.3K a year
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.
$60,000 - $70,000 a year
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Hudson Valley Credit Union —Chester, NY
NYS Notary Public license achieved within 12 months of obtaining position required. Support Contact Center with inbound member calls as necessary.
$25.86 - $31.33 an hour
JPMorgan Chase & Co —New York, NY
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…
$175,000 - $225,000 a year
1h
Macquarie Group Limited —New York, NY
You will be a critical member of the team supporting business plan development and overall due diligence workstreams including overseeing advisors and driving…
$155,000 - $175,000 a year
2d
iProspect —New York, NY
Founded in 1901 in Tokyo, Japan, and now present in over 145 countries and regions, it has a proven track record of nurturing and developing innovations,…
$39,000 - $62,962 a year
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2d
Burns & Wilcox —San Francisco, CA
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…
$70,000 - $82,000 a year
Epes Transport System, LLC —Greensboro, NC
The Associate Financial Analyst will provide analysis and metrics for financial core processes, be responsible for knowledge of all systems to support our field…
Estimated: $54.2K - $68.6K a year
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RDV Corporation/RDV Staffing —Grand Rapids, MI
Preparation of internal reports tracking the fund's new investment and realization activity and investment performance details to support cross-functional cash…
Estimated: $71K - $89.8K a year
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14d
Ryan Specialty —Hunt Valley, MD
Makes accurate state filings where applicable and ensures accurate tax payment in accordance with the state laws.
Estimated: $61.9K - $78.4K a year
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…
$48,000 - $60,000 a year
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2d
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…
$31.73 - $35.09 an hour
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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,…
Estimated: $68.6K - $86.9K a year
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3d
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
Quick Apply
EF Hutton —New York, NY
Responsibilities include conducting secondary research, supporting financial analysis, assisting in due diligence on industry trends, company management, and…
$80,000 - $100,000 a year
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2h
Ryan Specialty —Jupiter, FL
Demonstrates a commitment to ongoing professional development by diligently completing assigned educational courses, professional designations, and licensing…
$62,000 - $81,375 a year
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.
$65,000 - $75,000 a year
Quick Apply
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