Investment Associate jobs in Contra Costa, CA

Now available 2 results are consistent

Sort by:relevance - date

INVESTMENT ASSOCIATE

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...

CompanyLoomis Sayles
AddressOrinda, CA
CategoryRetail
Salary$72.5K - $91.8K a year
Job typeFull-time
Date Posted 4 weeks ago See detail

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...

Associate Wealth Advisor - Frontier Investment Mgmt

Hightower

San Ramon, CA

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,...