Investment Associate jobs in Mckinney, TX

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REGISTERED INVESTMENT ASSOCIATE II (ANAHEIM)

Please use Firefox or Chrome internet browser to complete this applicationCurrent Wescom Employees: Please visit the Career Center in Workday to search and apply for a current job opening.We value and rely on the unique talents an...

CompanyWescom Credit Union
AddressCalifornia, United States
CategoryRetail
Salary$28.13 - $40.82 an hour
Job typeFull-time
Date Posted 2 weeks ago See detail

Registered Investment Associate II (Anaheim)

Wescom Credit Union

California, United States

$28.13 - $40.82 an hour

Please use Firefox or Chrome internet browser to complete this applicationCurrent Wescom Employees: Please visit the Career Center in Workday to search and apply for a current job opening.We value and rely on the unique talents an...

Investment Associate

Finemark National Bank

Naples, FL

$74.5K - $94.4K a year

Accurately prepares investment proposals and client performance reviews, as requested by Private Wealth Advisors Closely works with back office to reconcile performance, process capital calls, and resolve trade settlement issues P...

Private Equity Investment Associate

Mesirow Financial Administrative Corp

Chicago, IL

$79.4K - $100K a year

Perform screening, due diligence, selection and monitoring of Private Equity Investments, including partnerships, co-investments and secondaries. Perform quantitative and qualitative analysis used to support the underwriting of po...

2025 Summer Associate - Investment Management I...

A Global Law Firm

Chicago, IL

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...

(Associate) Portfolio Officer - Investment

International Finance Corporation

United States

DescriptionIFC a member of the World Bank Group is the largest global development institution focused on the private sector in emerging markets. Upon Investment Accounting and Review Services issuing accounting conclusion o...

(Associate) Portfolio Officer - Investment

International Finance Corporation

Washington, United States

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Alternative Investment Associate - Miami, United States - Santander Holdings USA Inc

Santander Holdings Usa Inc

United States

Performs review and checks of statements, fact sheets, and marketing materials. Interfaces with and collaborates across functions and stakeholders (e.g., marketing, legal, compliance, and sales) to ensure successful product develo...

Summer Investment Associate

Attain Partners

Virginia, United States

$94.4K - $119K a year

Passion Seekers. You genuinely care about the work that you do and its impact on society. Self-Starters. Youre a go-getter who isnt afraid to step up and disrupt the status quo. Entrepreneurs. You bring fresh ideas to the table,...

Investment Associate

Rockefeller Capital Management

Texas, United States

$102K - $129K a year

Oversee the execution of trades for our in-house strategies Work within Envestnet for trading requests through third-party managers Organize the execution of quarterly Structured Notes investments Oversee client insurance and annu...

(Associate) Investment Officer - Investment

International Finance Corporation

Washington, United States

IFC a member of the World Bank Group is the largest global development institution focused on the private sector in emerging markets. We work in more than 100 countries, using our capital, expertise, and influence to create ma...

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...

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...

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 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...

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...

Sr Marketing Associate, Investment Intelligence

Nasdaq

Chicago, IL

With guidance, provides technical marketing support for product promotions and marketing campaigns including presentations, collateral, website content, customer & executive communications, white papers and other thought leadershi...

Private Equity Investment Sales Associate

Issachar Capital

Alpharetta, GA

Cultivate relationships with potential clients, including high-net-worth individuals, family offices, and institutional investors, by employing targeted outreach, networking, and referrals. Conduct thorough consultations with clie...

Tax Oriented Investments - Affordable Housing - Associate

Jpmorgan Chase Bank, N.a.

Chicago, IL

Oversee LIHTC Projects within an assigned portfolio to ensure compliance with Section 42 program regulatory requirements. Review/Approve Annual File Review Audits and monitoring for submission of File Review Corrections. Build and...

Tax Oriented Investments - Affordable Housing - Associate

Jpmorgan Chase & Co

Chicago, IL

Oversee LIHTC Projects within an assigned portfolio to ensure compliance with Section 42 program regulatory requirements. Review/Approve Annual File Review Audits and monitoring for submission of File Review Corrections. Build and...

Private Bank Associate - Investments

Bank Of America

West Hartford, CT

$85.9K - $109K a year

Actively support Client Teams in delivering consistently high-quality banking credit, trust, fiduciary, and/or investment services to Private Bank clients Responsible for providing administrative and analytical support to Portfoli...

Investment Banking - Mergers & Acquisitions - Associate

Jpmorgan Chase & Co

Chicago, IL

Develop content for strategic meetings with clients regarding M&A transactions. Interact with senior team members and client management teams on a daily basis to execute transactions and discuss strategic alternatives. Defining, g...

Associate, Investment Risk and Analytical Services, (IRAS)

Northern Trust

Chicago, IL

Unspecified

The client servicing team is mostly comprised of associates, senior associates, and consultants. The immediate team will have 5-6 partners with the broader associate team having about 20 partners. Our team members share Northern T...

Investment Management Associate

Tci Wealth Advisors, Inc.

United States

$28.40 - $33.66 an hour

Monitoring for rebalancing, cash management needs and implementing trade activity within client investment accounts Processing trade requests from Advisor teams Setting up new accounts for trading within Tamarac Implementing alloc...

Investment Banking Associate I/II - FSIB Group (Chicago)

Raymond James Financial, Inc.

Chicago, IL

$95.4K - $121K a year

Produces factual and accurate information presented to the client. Seeks opportunities for development through the job itself, through special assignments, training, or external activities. Attracts and retains quality professiona...

Investment Operations Associate

Intertide Partners

Chicago, IL

From $90,000 a year

401(k). Health insurance. Paid time off. Chicago, IL 60611: Relocate before starting work (Required)....