1727
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
Quick Apply
MedPro Group —Fort Wayne, IN
Provide data entry, initial analysis and account set up transactions. Provide support for MedPro Group distribution partners via phone calls, emails and faxed…
Estimated: $46.9K - $59.4K a year
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
Quick Apply
B. Riley Financial —Poughkeepsie, NY
Receive incoming calls, handling requests, and directing communication to appropriate parties. The successful candidate will demonstrate the ability to work…
$50,000 - $65,000 a year
Quick Apply
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
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
Quick Apply
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
Quick Apply
Penfield Search Partners —Thousand Oaks, CA
Doctorate degree and 2 years of data science and/or analytics experience, or Master’s degree and 4 years of data science and/or analytics experience, or…
Estimated: $115K - $146K a year
Ameriprise Financial - Edina Office —Edina, MN
Follow up on client calls and requests. Perform in-depth analysis of client financial situations and create tailored financial plans.
$85,000 - $150,000 a year
Quick Apply
BEB Capital —Port Washington, NY
Bachelor’s degree in finance, real estate, business, or a related field is required. : Help manage prospective investor pipeline, identify opportunities for new…
$125,000 a year
Quick Apply
8d
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…
$45,000 - $65,000 a year
Quick Apply
11d
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
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
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
Myers, The Home Buyers —Fort Worth, TX
Licensing: you must possess an active real estate license valid in your area of operation. As a Sales Agent, your role will revolve around proactively pursuing…
$65,000 - $128,000 a year
Quick Apply
6d
1199SEIU Family of Funds —New York, NY
Work closely with Investment Team on data integration, total portfolio analytics, risk reporting, hedge funds and transactions reporting and implementing factor…
$72,000 - $90,000 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
Epes Transport System, LLC —Greensboro, NC
The Associate Financial Analyst will provide analysis and metrics for financial core processes, be responsible for knowledge of all systems to support our field…
Estimated: $54.2K - $68.6K a year
Quick Apply
MidWestOne Bank —Iowa City, IA
Performs daily tasks including scheduling meetings, phone calls, and other duties as assigned. Field account service questions, within licensing status, from…
Estimated: $46.9K - $59.4K a year
Pointer Wealth —Dallas, TX
Handle case notes, processing correspondence, maintaining client case files and filing performance reports, account forms and other advisory paperwork.
From $65,000 a year
Quick Apply
12d
I want to receive the latest job alert for investment associate
By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.