Investment Associate jobs

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SENIOR ASSOCIATE, DIGITAL INVESTMENT

Holistic understanding of digital, deeper understanding of optimization strategy Support Manager/Sr Manager with all client deliverables including campaign set up, launch notifications, ad creative screenshots, reporting, and upda...

CompanyCarat
AddressNew York, NY
CategorySales/marketing
Salary$51,000 - $83,375 a year
Date Posted 2 weeks ago See detail

Senior Associate, Digital Investment

Carat

New York, NY

$51,000 - $83,375 a year

Holistic understanding of digital, deeper understanding of optimization strategy Support Manager/Sr Manager with all client deliverables including campaign set up, launch notifications, ad creative screenshots, reporting, and upda...

Investment Trader Associate

Truepoint Wealth Counsel

Cincinnati, OH

$68.1K - $86.2K a year

Conduct daily reviews of client portfolios using the Tamarac trading platform. Follow rules-based methodology to place trades (primarily in ETFs and mutual funds) with precision and tax efficiency. Use independent judgment to dete...

Investment Performance Analysis- Senior Associate

State Street

Boston, MA

$58,240 - $84,760 a year

Ability to develop business relationships, both within and outside of the organization. Excellent interpersonal, organizational and communication skills. Ability to effectively handle and resolve numerous ongoing communications an...

Associate, Investments

Urban Renaissance Group

Seattle, WA

$95,000 - $125,000 a year

Support the Acquisitions team on pursuit of new investment opportunities in select markets Underwrite new investments, including property cash flow modeling, debt financing and joint venture structuring (static pro-formas, IRRs, N...

Senior Associate, Media Investment

Starcom

New York, NY

$46,500 - $67,500 a year

Steward campaigns, which includes daily campaign activation, management, optimization and post-campaign reporting with the ability to handle multiple campaigns simultaneously Audience targeting on campaigns and assist on custom co...

Tax Senior Associate - Investment Funds

Weaver

Houston, TX

$86.7K - $110K a year

Bachelors degree in Accounting; or Bachelor's degree, J.D., LL.M. in Taxation and/or Master's in Taxation (MST) from an accredited college/university. Team orientation and strong interpersonal skills. CPA candidate required, CPA...

Analyst/Associate - Investment Banking - Insurance, Financial Institutions Group (FIG)

Santander Holdings Usa Inc

New York, NY

Provides support to senior bankers.. Develop client presentation materials, including all background research, analysis and drafting.. Familiarity with financial models and other financial analysis.. Performing detailed valuation...

Associate, Investment Risk & Analytical Services

Northern Trust

Tempe, AZ

Unspecified

Through strong communication, analysis, and client servicing, the team works to identify and solve complex problems that are atypical or that occur infrequently. As an associate in IRAS, you will utilize both client servicing and...

Investment Management Analyst/Associate Position

Woodside Health

Independence, OH

$73.4K - $93K a year

Create and maintain financial models to monitor monthly cash flows, distributions, debt covenants, performance thresholds, and returns. Work closely with management to develop asset and portfolio level annual business plans, monit...

Early Career Campus Recruitment, Investment Banking Associate Recruiter AVP Role

York State Department Of Labor

New York, NY

Work with school teams to create on-campus strategy at assigned target schools. Coordination of all on-campus and in-house activities for schools including company presentations, office visits, networking events, and interviews. S...

Early Career Campus Recruitment, Investment Banking Associate Recruiter AVP Role

York State Department Of Labor

New York, NY

Work with school teams to create on-campus strategy at assigned target schools. Coordination of all on-campus and in-house activities for schools including company presentations, office visits, networking events, and interviews. S...

Alternative Investments Loan Operations, Senior Associate

State Street

Sacramento, CA

Not disclosed

Processing trade file transmitted by the Fund daily on trade-date. Verifying loan trades to LMA/LSTA documentation and processing trade settlement based on funding memos. Verifying and processing of loan lifecycle such as Interest...

Core Ops Tax Associate Sr - Invest Ops

Capital Group

Irvine, CA

Prepare information and supporting documentation to ensure accounting and tax records are accurate prior to review and approval by more senior associates. Gather and analyze information for preparation of supporting tax documentat...

Finance Associate at Boutique Real Estate Investment Firm

Monster

New York, NY

This is an excellent opportunity for an Accounting Professional to work on an intimate team, allowing you to have internal exposure to various areas of the company. Additionally, you will assist in the preparation of financial for...

Core Ops Tax Associate Sr - Invest Ops

Capital Group

Norfolk, VA

Prepare information and supporting documentation to ensure accounting and tax records are accurate prior to review and approval by more senior associates. Gather and analyze information for preparation of supporting tax documentat...

Sr. Associate, Investment Performance & Analytics

Northern Trust

Stamford, CT

Unspecified

Maintain and calculate performance for both internal and external constituents for client, model portfolios, and GIPS composites. Analyze composite returns, determine composite membership based on policies and procedures. Ensure t...

Associate Director, Investment Consulting

Willis Towers Watson

Connecticut, United States

Lead Investment consulting client engagements, ensuring quality of work and timely delivery of advice and services. Provide a wide range of services to pension and investment committees and sub-committees. Develop leveraged teams...

Senior Compliance Associate, Investment Guidelines

Lord Abbett.com

Jersey City, NJ

$150,000 - $200,000 a year

Review and interpret Investment Guidelines: The Senior Compliance Associate will be responsible for reviewing and interpreting Investment Guidelines, restrictions, and regulations. This may include reviewing client investment mana...

Associate General Counsel – Registered Funds, Equitable Investment Management

Equitable

New York, NY

$225,000 - $260,000 a year

Providing substantive advice and guidance on legal and regulatory matters relating to the firms registered mutual funds; assisting with fund board and committee meetings, including drafting and presenting proposals and reports to...

Investment Research Associate - Valuation -Chicagoland applicants only

Harvest Investments Ltd

Remote

$55,000 - $60,000 a year

Bachelors degree. Advanced experience in Microsoft Excel. Proficient with Microsoft Office including Outlook, Power Point, and Word Proficient with virtual meeting tools including Zoom and Microsoft Teams Organizational skills (a...

Investment Banking Associate - FIG

Truist Bank

New York, NY

$175,000 - $225,000 a year

Plays an integral role in supporting new business development, due diligence, and/or transaction execution Under limited supervision, performs tasks assigned and managed by senior staff, including drafting internal and external do...

HR Associate, Investment Banking

Jefferies & Company, Inc.

New York, NY

$90,000 - $110,000 a year

2-4 years experience working in a global, highly matrixed Financial Services firm is essential. Experience working with Investment Banking or other front office business is preferred. Exposure across a broad HR remit including inv...

Associate, Internal Investment Consultant (Wholesaler)

The Bank Of New York Mellon Corporation

New York, NY

$41,800 - $63,500 a year

Responsible for driving revenue in BNY Mellon investment vehicles alongside external Investment Consultant in a geographic territory Conduct consultative, relationship-building sales outreach via phone, email and virtual engagemen...

Treasury & Chief Investment Office - Research Analyst, Senior Associate

Jpmorgan Chase & Co

New York, NY

$142,500 - $200,000 a year

Develop quantitative frameworks such as a balance sheet optimization platform to support senior management in formulating strategies around managing balance sheet, capital and funding positions, and Firms investment portfolio. Co...

Investment Banking Associate

Aq Technology Partners

Redwood City, CA

Partner with and support senior bankers in strategic M&A, private equity, and growth equity processes. Initiate and manage the development of qualitative and quantitative analyses in support of transaction execution. Responsible f...

Investment Research Associate - Valuation -Chicagoland applicants only

Harvest Investments Ltd

Illinois, United States

Bachelors degree. Advanced experience in Microsoft Excel. Proficient with Microsoft Office including Outlook, Power Point, and Word. Proficient with virtual meeting tools including Zoom and Microsoft Teams. Organizational skills...

Investment Operations Associate - Wealth Management

Intertide Partners

Chicago, IL

$83.4K - $106K a year

Financial Leadership: Spearhead the creation of quarterly financial statements and client performance reports, providing transparency and insight. Technological Fluency: Gain mastery over financial reporting software, ensuring Int...

Analyst/Associate, Investment Banking NYC

Bmo Us

New York, NY

$90,000 - $110,000 a year

Assess clients' liability management objectives, and help generate strategic solutions and facilitate decision making processes using broad understanding of Corporate Finance, Accounting and Debt Capital Markets. Conceptualize and...

AIM Associate, Investment Analytics, Advisory Solutions | Hybrid

Allianz

Minneapolis, MN

Help administer the Derivatives Risk Management Program, including:o Identification and assessment of the funds derivatives risko Monitor risk guidelineso Stress testing of the funds portfolio to evaluate potential...

Investment Operations Associate

Equitrust Life Insurance Co.

Chicago, IL

$66.6K - $84.3K a year

Performs trade processing reviews to ensure settlement and confirmations are properly executed. Reconciles trade activity related to cash, investment holdings, and transfers. Supports daily margining, settlement, and reconciliatio...