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).

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.

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…

Town and Country Bank and Trust Company —Louisville, KY

Additional years of education in a field related to the area of assignment are preferred. Post incoming/outgoing ACH and/or wires as needed.

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.

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…

Santander US —New York, NY3.8

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

CEDENT —San Francisco, CA5

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

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.

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…

Aquarian Holdings —New York, NY

Assist with the evaluation of potential transactions, including performing due diligence, creating and building complex financial models, and preparing…

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…

JPMorgan Chase & Co —Miami, FL3.9

Adhere to internal and external policies and procedures regarding securities transactions and code of conduct.

Stockd Group —Delray Beach, FL

Build and present complex financial analysis and modeling (valuation analysis/modeling, projections, LBO, DCF, public comparables, historical M&A transactions,…

Piper Sandler —New York, NY3.9

Previous experience or training in financial modeling and/or data analysis. Our analysts work closely with senior bankers to make a real impact on our clients'…

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,…