2255
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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Gottshall Capital Partners —Manitowoc, WI
Handle all incoming calls and greet all incoming clients/prospects. It’s a rewarding foundation where unique individuals are given the tools to excel through…
$35,000 - $40,000 a year
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5d
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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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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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 —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
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.
$150,000 - $450,000 a year
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9d
Schechter Wealth —Remote
Manage trade submissions, confirmations, and documentation. Assist in client onboarding, user creating, site navigation, and troubleshooting.
$50,000 - $65,000 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
iProspect —New York, NY
Applicants with disabilities may be entitled to reasonable accommodation under the terms of the Americans with Disabilities Act and/or certain state or local…
$39,000 - $62,962 a year
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4d
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…
From $111,000 a year
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TrueBridge Capital Partners —Chapel Hill, NC
The Associates or Analysts support all aspects of the investment process, including analysis of current and prospective fund and direct investments.
Estimated: $82.7K - $105K a year
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Fiera Capital —Dayton, OH
Work closely with the marketing team to prepare presentation materials for meetings and conference calls; The Business Development Associate will play a key…
Estimated: $90.7K - $115K a year
Playground Global —Palo Alto, CA
You have demonstrated industry experience and established connections in your field of expertise. As part of your role, you will be exposed to various facets of…
$150,000 - $200,000 a year
Credit Agricole Corporate and Investment Bank —New York, NY
The preparation of cash flow analysis and assisting in the drafting of indicative term sheets for e.g. senior secured/unsecured term loans, revolving/warehouse…
$130,000 - $150,000 a year
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G9 Financial —Millbury, MA
FINRA Series 7, Series 66, Life and Health licensing required with a commitment to obtaining further continuing education requirements to maintain licensing.
$55,000 - $65,000 a year
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Fidelity Investments —Madison, WI
And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients’ money.
Estimated: $49.5K - $62.7K a year
Fiera Capital —Boston, MA
Work closely with the marketing team to prepare presentation materials for meetings and conference calls; The Business Development Associate will play a key…
Estimated: $75.1K - $95K a year
Elmington —Nashville, TN
The Associate will primarily focus on underwriting, financial analysis, due diligence, investor relations, research, debt/equity, and the overall management of…
$90,000 - $110,000 a year
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9d
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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