Full-Time Investment Associate jobs in California

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INVESTMENT ASSOCIATE

Gather client suitability information, open new accounts, and assist with asset gathering. Facilitate the transfer of funds and securities and the issuance of checks, wire transfers and ACH disbursements when requested. Process in...

CompanyRoyal Bank Of Canada
AddressEl Segundo, CA
CategoryRetail
Salary$67.1K - $85K a year
Job typeFull-time
Date Posted 3 weeks ago See detail

Investment Associate

Royal Bank Of Canada

El Segundo, CA

$67.1K - $85K a year

Gather client suitability information, open new accounts, and assist with asset gathering. Facilitate the transfer of funds and securities and the issuance of checks, wire transfers and ACH disbursements when requested. Process in...

Associate Wealth Advisor - Frontier Investment Mgmt

Hightower Advisors

San Ramon, CA

$65,000 - $85,000 a year

Onboard new clients. Help with preparation for and follow-up from client reviews. Respond to client service requests. Prepare investment proposals. Support multiple roles across the firm advisory, financial planning, operations,...

Senior Investment Associate

Mozaic Llc

Beverly Hills, CA

Mozaic manages investments across a wide range of asset classes including fixed income, equities, hedge funds, real estate, and venture capital. Must be curious and eager to learn new things and have done more during college than...

Investment Associate

Loomis Sayles

Orinda, CA

$72.5K - $91.8K a year

Provide analysis to assist PMs in their research and relative value work. Over time, hone skills to spot opportunities and suggest potential investments. Prepare reports for weekly team meetings. Prepare analysis and develop/execu...

CDnA - Associate Director, Marketing Investment Optimization

Biospace

Thousand Oaks, CA

Analyze marketing performance data, using Python, R, or similar languages with numerical and scientific libraries for statistical analysis (e.g., Pandas, NumPy, scikit, etc.). Design and analyze marketing experiments applying caus...

2025 Summer Associate - Investment Management I...

A Global Law Firm

San Francisco, CA

A paid Summer Associate position in a sponsoring A Global Law Firm US office following the second year of law school. The final two weeks of the summer program will be spent in one of the following international offices: Abu Dhabi...

2025 Summer Associate - Investment Management I...

A Global Law Firm

Costa Mesa, CA

A paid Summer Associate position in a sponsoring A Global Law Firm US office following the second year of law school. The final two weeks of the summer program will be spent in one of the following international offices: Abu Dhabi...

2025 Summer Associate - Investment Management I...

A Global Law Firm

Los Angeles, CA

A paid Summer Associate position in a sponsoring A Global Law Firm US office following the second year of law school. The final two weeks of the summer program will be spent in one of the following international offices: Abu Dhabi...

Investment Banking, Associate 2, Tech M&A (Prestigious Boutique) (SF)

Prospect Rock Partners

San Francisco, CA

Create, maintain and review complex financial models and valuation analyses, including company three statement models, discounted cash flow analyses, trading comparables, precedent transactions, LBO analyses, merger models and tra...