investment associate jobs

Savant Wealth Management —Satellite Beach, FL3

Must obtain a Series 65 license within three (3) months of starting the program. Bachelors Degree from an accredited college or university in the areas of…

Edwards Asset Management —Naples, FL

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

Wayne Mutual Insurance Company —Wooster, OH4.4

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

Hudson Advisors —Dallas, TX3.5

Prepare financial analyses (such as cash flow models, valuations, risk return analysis, and hold/sell scenarios) to evaluate property-related investment…

Fidelity Investments —Madison, WI4

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

NJM Insurance Group —West Trenton, NJ

Perform competitor analysis to maintain awareness of pricing and product developments in the marketplace. The Actuarial department at NJM provides insight and…

Condor Capital Wealth Management —Martinsville, NJ

Assist with answering the phones and responding to emails. Strong knowledge of Microsoft Office and related business productivity tools.

Dye Creek Capital —Raleigh, NC

Make use of exceptional communication skills to take client calls and reroute them to other associates when necessary.

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…

Digital Currency Group —Stamford, CT

Bachelor's degree (finance, business, engineering or related field), advanced degree preferred. New water-front office with world-class perks and amenities.

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…

Idaho Trust Bank —Boise, ID3

Process estimated tax payments and property tax payments. Processing cash disbursements via ACH, check, bank transfers and wires. Paid Holidays (11 of them!).

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…

Prudential —Lincoln, NE3.8

Continual learning and development in the field of financial planning. Study towards obtaining required FINRA and resident state licenses during the Pre…

25 Financial —St. Louis, MO

Opportunity to help improve and implement new practices and processes. This position supports our traditional investments department and helps our group of…

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).

EF Hutton —New York, NY3.5

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

GIC Investment —New York, NY4.2

Research and develop investment themes and strategy. Due diligence will involve evaluating key risk/return drivers, market dynamics, historical and projected…

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…