investment associate jobs

PPK Investment Group —Tulsa, OK

The fulfillment associate is an entry-level position that will work at the manufacturing and distribution warehouse, fulfilling and packaging orders from…

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…

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.

Zebulon Capital Ventures —Remote

Collaborate with the executive team to develop and implement strategic sales initiatives, identify new market opportunities, and participate in industry events.

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.

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,…

Cedar Wealth Management —Remote

Participate in the data gathering process, meetings and/or conference calls with clients. Custodian interface: complete new account applications and various…

Burns & Wilcox —San Francisco, CA3

Bind risk, post the invoice and process technical data. Manage relationships with retail agents and follow up on any outstanding information needed to complete…

Northwestern Mutual —Remote3.7

Life & Health insurance license preferred. Updating client data and cost basis information. Excellent oral and written communication skills with the ability to…

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.

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,…

Santander US —New York, NY3.8

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

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…

CEDENT —San Francisco, CA5

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

Kasch, Levitch, McAleer & Assoc —Glen Allen, VA

Help support financial plan construction and create allocations for client portfolios in various software tools. Financial concepts: 1 year (Preferred).

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…