1711
investment associate jobs
The Insurance Center —Wausau, 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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Edwards Asset Management —Naples, FL
Assist in the implementation of client investment strategies. Handle client inquiries and resolve issues promptly.
$70,000 - $105,000 a year
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Strategic Financial Associates LLC —Bethesda, MD
You will work in our Investment Operations department with experienced professionals, working daily with clients and prospective clients.
$55,000 - $85,000 a year
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One Day In July LLC —Burlington, VT
You must have a Series 65 or equivalent license for this role. You will have 4 months to obtain a license. Part one of the commission program is available from…
$70,000 a year
Ryan Specialty —Hunt Valley, MD
Makes accurate state filings where applicable and ensures accurate tax payment in accordance with the state laws.
Estimated: $63.3K - $80.2K a year
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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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
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
2d
Hudson Advisors —Dallas, TX
Prepare financial analyses (such as cash flow models, valuations, risk return analysis, and hold/sell scenarios) to evaluate property-related investment…
Estimated: $99.2K - $126K a year
CardWorks Servicing —Orlando, FL
Place outbound calls to account holders to confirm unusual or suspicious account activity. Performs in-depth analysis to identify emerging fraud trends and…
Estimated: $30.3K - $38.3K a year
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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
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Idaho Trust Bank —Boise, ID
Process estimated tax payments and property tax payments. Processing cash disbursements via ACH, check, bank transfers and wires. Paid Holidays (11 of them!).
$21 - $23 an hour
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Partners Capital —Boston, MA
Stress-test the manager’s assumptions and develop an independent view of the merits of the investment, particularly in the context of the manager’s mandate,…
Estimated: $74.9K - $94.9K a year
Piper Sandler —Denver, CO
Collaborate with Quantitative Team members to prioritize deadlines, grow knowledge of real estate markets, and develop technical skills.
$100,000 a year
12d
Savant Wealth Management —Satellite Beach, FL
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…
Estimated: $55.3K - $70K a year
Bain Capital —Boston, MA
Understand complex investment structures/transactions and communicate effectively to impacted stakeholders, both internally and externally.
Estimated: $67.8K - $85.8K a year
JPMorgan Chase & Co —Boston, MA
You will deal with all stages of the lifecycle for each product, from broker matching to management of the client’s custodial network, lifecycle events,…
2d
Legacy Capital Group —Los Gatos, CA
Organize and analyze the information provided, using eMoney and/or Excel and other tools to develop and implement customized financial plans for clients,…
$4,500 - $5,800 a month
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10d
Matrix Renewables —United States
Prepare in-depth analysis for acquisition/divestments of renewable energy/green fuel projects based on project fundamentals and market conditions.
Estimated: $75.8K - $95.9K a year
SFMG Wealth Advisors —Plano, TX
Generate portfolio allocation, cash, and margin summaries for advisors on a recurring basis. Identify portfolio rebalancing opportunities or other transactions…
Estimated: $68.7K - $87K a year
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11d
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