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US INVESTMENT ASSOCIATE

Actively contribute to sourcing and managing the investment pipeline, including representing Flourish at industry-leading events and conferences;. Drive due diligence and deal execution efforts for prospective investments (e.g., a...

CompanyFlourish Ventures
AddressWashington, DC
CategoryRetail
Salary$123,000 - $167,000 a year
Job typeFull-time
Date Posted 4 weeks ago See detail

US Investment Associate

Flourish Ventures

Washington, DC

$123,000 - $167,000 a year

Actively contribute to sourcing and managing the investment pipeline, including representing Flourish at industry-leading events and conferences;. Drive due diligence and deal execution efforts for prospective investments (e.g., a...

4 weeks ago seen See more...

Investment Associate

Prime Buchholz Llc

Portsmouth, NH

$84.2K - $107K a year

Crafting analyses, preparing materials, and presenting recommendations to the Firm's senior consultants Demonstrating knowledge of the roles traditional and alternative asset classes serve in a diversified portfolio Designing mont...

4 weeks ago seen See more...

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...

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Investment Associate

Northern Trust Corp.

Seattle, WA

$62,000 - $84,000 a year

Receive investment oriented project requests from clients and partners; oversees transaction processing, handles inquiry resolution, obtains appropriate documentation, and ensures systems information is up-to-date.3. Continue to d...

4 weeks ago seen See more...

Investment Associate - ESG and Sustainable Investing

Insurance Fund, State

New York, NY

$125,000 - $135,000 a year

Masters Degree from an accredited College or University with a preferred focus on economics, finance, accounting, or related field. Candidates with a Bachelors Degree and at least three years of professional experience will also...

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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...

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North American Clinical Development (NACD) Portfolio Associate Director

Biospace

Plainsboro, NJ

Planning and Strategy: Develops and drives goal setting, prioritization, and operational implementation plan for their respective Therapy Area in partnership with OED; considers relevant input and guidance to other areas within NA...

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Biotech Accelerator Investment Associate

The Bill & Melinda Gates Foundation

Seattle, WA

$93.5K - $118K a year

Application deadline: April 11, 2024. $5mm convertible debt investment in Tether Therapeutics, Inc., a preclinical-stage company developing mRNA-encoded neutralizing antibodies designed for inhalation to prevent or treat respirato...

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Investment Portfolio Analyst

Massmutual

Boston, MA

$113,100 - $148,400 a year

Research & Reporting Summarize and synthesize large data sets, research and analysis into tailored, digestible content for multiple audiences; communicate ideas and concepts through concise writing and use of graphics to inform...

a month ago seen See more...

Retirement and Investment Associate Consultant

Marsh Mclennan Agency

Boston, MA

Establish client and plan in MMAs systems Salesforce, Envestnet, PlanTools, etc.Enter plan related contacts (i.e. plan sponsor, vendor, MMA, etc.)Enter plan fee details, upload imaged copy of Services Agreement Enter plan relat...

a month ago seen See more...

Senior Portfolio Associate, Sports Medicine Knee

Stryker Corporation

Denver, CO

$67,400 - $136,200 a year

Hard-working winners. Confident, competitive and results-oriented professionals who create a track record of success. Dedicated achievers. People who thrive in a fast-paced environment and will stop at nothing to ensure a project...

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Senior Portfolio Associate

Stryker Corporation

Portage, MI

$81.3K - $103K a year

Hard-working winners. Confident, competitive and results-oriented professionals who create a track record of success. Dedicated achievers. People who thrive in a fast-paced environment and will stop at nothing to ensure a project...

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Long Term Private Capital, Investment Associate

Blackrock

New York, NY

$115,000 - $180,000 a year

Support senior investment colleagues in all aspects of an investment, including due diligence, financial review and modeling, valuation, preparation of presentation material for investment committees, transaction execution, value...

a month ago seen See more...

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...

a month ago seen See more...

Capital and Investment Portfolio Manager, VP

First Horizon Bank

Charlotte, NC

Collaborate with Treasurer, ALCO, and Executives, and Board of Directors on enterprise-wide strategic balance sheet management. Lead capital markets access including unsecured debt, subordinated debt, preferred stock, and common s...

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Investment Associate

Laird Norton Wetherby

San Francisco, CA

Participate in preparation of investment research materials and presentations and maintenance of investment policies and procedures. Contribute to the idea generation process for designing innovative investment solutions for clien...

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Senior Investment Associate (f/m/d)

Freudenberg Group

Houston, TX

Deal Sourcing and Evaluation: Identify potential investment opportunities, including acquisitions, joint ventures, and strategic partnerships, conduct market research, financial analysis, and due diligence on target companies, col...

a month ago seen See more...

J.P. Morgan Wealth Management- Private Client Investment Associate - Mishawaka, IN

Jpmorgan Chase Bank, N.a.

Mishawaka, IN

Support Advisors book of business including but not limited to facilitating accurately and timely operational requests such as account opening, money movement and investment trades. Aid the Advisors by building and maintaining cli...

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Investment Associate, Healthcare (Pre-MBA)

B Capital

San Francisco, CA

Develop market research and investment theses to guide sourcing efforts. Source new investment opportunities based on investment themes and research. Evaluate and assess the viability of investment materials we receive from potent...

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AVP, Investment Portfolio Management

Vystar Credit Union

Jacksonville, FL

Maintain the Investment Portfolio in Yield Book and prepare portfolio reports for ALCO and other committees. Monitor prepayment of mortgage securities in portfolio against purchase expectations and their contribution to book incom...

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J.P. Morgan Wealth Management - Private Client Investment Associate - Santa Clara, CA

Jpmorgan Chase & Co

Santa Clara, CA

$26.49 - $37.50 an hour

Support Advisors book of business including but not limited to facilitating accurately and timely operational requests such as account opening, money movement and investment trades. Aid the Advisors by building and maintaining cli...

2 months ago seen See more...

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,...

2 months ago seen See more...

Capital and Investment Portfolio Manager, VP

First Horizon Bank

Nashville, TN

Collaborate with Treasurer, ALCO, and Executives, and Board of Directors on enterprise-wide strategic balance sheet management. Lead capital markets access including unsecured debt, subordinated debt, preferred stock, and common s...

2 months ago seen See more...

Investment Associate Intern

Evolver Inc

San Francisco, CA

$6,000 - $6,500 a month

Collect and analyze financial and industry data and metrics. Build and maintain financial models and databases. Attend meetings with senior management teams and sell-side analysts. Participate in weekly training sessions. An excel...

2 months ago seen See more...

Investment Associate

Gerald Group

Stamford, CT

$81.3K - $103K a year

Work with the Groups business development, trading, and investment functions to identify and develop trading and investment theses, targets, and opportunities. Assist traders by engaging with existing counter parties or new parti...

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Investment Associate

Northern Trust

Pasadena, CA

Continue to develop fundamental investment knowledge, through a combination of on the job training, online Northern educational seminars, formal graduate program or pursuance of the CFA, CFP, or similar designation.Qualifications1...

2 months ago seen See more...

Investment Associate

Bank Of Montreal

Los Angeles, CA

Experience working within the Private Bank / Wealth Management / Family Office or Brokerage assisting with High Net Worth / Ultra Affluent customers and working in a team environment collaborating with Trust Officers, Senior Priva...

2 months ago seen See more...

Alternative Investment Associate

Santander Us

Miami, FL

$92.4K - $117K a year

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...

2 months ago seen See more...

Registered Investment Associate

Signature Wealth Advisors

Orlando, FL

$65,000 - $85,000 a year

Serves as first point of contact to service a high volume of daily interactions, including basic inquiries, providing quotes and scheduling of meetings, with prospective and existing clients on the phone, in-person, virtually and...

2 months ago seen See more...

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...

2 months ago seen See more...

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