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Investment Associate
Atlanta, Georgia, United States
OnsiteFull Time
Career experience in investment banking, private equity, corporate M&A, or consulting; financial and economic analysis, investment modeling and valuation; market and competitor research; strong communication and problem-solving skills.
2mo
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Investment Associate
Portland or Denver or Los Angeles
HybridFull Time
4+ YOEMinimum 4 years in project finance or buy-side finance; strong modeling, due diligence, and investment committee preparation.
Microsoft Excel, Microsoft Office, TEAMS
3d
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Investment Associate
Fort Myers, Florida, United States
OnsitePart Time
0+ YOE0-2 years financial services experience; knowledge of investment products; strong analytical, organizational and communication skills; proficiency learning multiple systems.
EDS, PIMS, IMS, PAS, CIT, DTC
1mo
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Investment Associate
Boston, Massachusetts, United States
$90k-$115k/yr OnsiteFull Time
Undergraduate degree required; demonstrated investment interest or relevant experience; strong analytical, communication, collaborative, and critical-thinking skills; curious, driven, and intellectually honest.
3w
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Associate, Investment Strategy
New York City, New York, United States
$152k-$252k/yr HybridFull Time
4+ YOE4+ years relevant investment experience, strong analytical and financial modeling skills, Excel and PowerPoint proficiency, familiarity with investment strategies and alternative investments, experience with AI research tools preferred.
Microsoft Excel, Microsoft PowerPoint
1mo
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Investment Associate
Los Angeles or New York City or Philadelphia or Boston or Chicago or San Francisco
$100k-$115k/yr HybridFull Time
1+ YOEBachelor's degree required, 1-3 years relevant experience, strong research/analytical and communication skills, interest in venture capital and startups, ability to source and evaluate investments.
2w
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Investment Associate
Santa Clara, California, United States
$115k-$165k/yr HybridFull Time
4+ YOEBachelor's in engineering or computer science required; Master's/MBA preferred. Minimum 4 years experience in consulting, investment banking or VC. Strong quantitative, analytical, diligence, and communication skills.
4w
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Investment Associate
Houston, Texas, United States
OnsiteFull Time
5+ YOEBachelors in finance/accounting/economics, 5+ years in investment banking/private equity/family office, advanced Excel/PowerPoint, strong financial modeling and valuation, transaction and diligence experience.
Microsoft Excel, Microsoft PowerPoint
4w
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Investment Associate
Dubuque, Iowa, United States
$60k-$75k/yr OnsiteFull Time
Bachelor's in Accounting, Economics, or Finance (or equivalent experience); investment/portfolio experience preferred; Excel and Morningstar Direct familiarity; must reside in/near Dubuque, IA; credit and criminal history verification required.
Morningstar Direct, Microsoft Excel
1mo
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Investment Associate
West Palm Beach, Florida, United States
OnsiteFull Time
3+ YOEBachelor's degree, 3+ years related experience (commercial real estate preferred), strong underwriting and analytical skills, expert Microsoft Office (Excel, Word, PowerPoint), ability to review investment documents and prepare memos.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint
1mo
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Investment Associate
Boston, Massachusetts, United States
$85k-$115k/yr OnsiteFull Time
2+ YOE2–5 years in wealth management or investment operations preferred; CFA or Series 7 & 66 preferred; knowledge of managed portfolios, mutual funds, ETFs, structured products; strong client communication and analytical skills.
1d
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Senior Investment Associate (Edina)
Minneapolis, Minnesota, United States
$50k-$80k/yr OnsiteFull Time
5+ YOE5+ years registered client associate or related experience; Series 7 and Series 66 (or 63/65) required, state registrations; strong investment knowledge, customer service, Microsoft Office and Salesforce proficiency.
Microsoft Office Suite, Salesforce, Money Guide Pro
1mo
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Investment Team Associate
New York or Toronto
OnsiteFull Time
2+ YOE2-4 years experience in investment banking/private equity, Bachelor's in finance/business/economics, strong financial modeling and valuation skills, due diligence experience, and excellent communication.
1mo
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Investment Associate – Private Credit
New York or Warren
$130k-$165k/yr HybridFull Time
2+ YOE2+ years in investment banking/alternative investments/private or structured credit; advanced Microsoft Excel and financial modeling; strong analytical, communication, and collaboration skills; progress toward CFA a plus.
Microsoft Excel
2mo
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Private Investment Associate
Charlottesville, Virginia, United States
$130k-$150k/yr HybridFull Time
3+ YOE3+ years investment or related experience, BA/BS required, strong analytical and communication skills, ability to lead diligence, monitor managers, and support private investments.
1mo
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Investment Associate – Private Credit
New York City or Warren
$130k-$165k/yr HybridFull Time
2+ YOE2+ years in investment banking/alternative investments/private credit/structured credit/credit research; advanced Microsoft Excel and financial modeling; strong analytical, written and verbal communication; ability to collaborate across teams; CFA progress a plus.
Microsoft Excel
1mo
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Associate, Investment Operations
Des Moines, Iowa, United States
$73k-$100k/yr HybridFull Time
Bachelor's in accounting/finance/economics/business required; knowledge of investment terminology; strong analytical, problem solving, communication and time-management skills; detail oriented; 2+ years investment operations experience preferred.
3w
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Investment Associate, Studio Operations
Culver City, California, United States
$135k-$150k/yr OnsiteFull Time
3+ YOEBachelor's in finance/accounting/economics/business, 3+ years in investment banking/consulting/asset management/PE/FP&A, advanced financial modeling, strong Excel and communication skills.
Microsoft Excel
2mo
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Investment Operations Associate
Princeton, New Jersey, United States
$80k-$115k/yr HybridFull Time
3+ YOE3-5 years in investment operations; back/middle office experience; familiarity with portfolio reporting platforms; strong data accuracy and ownership.
Black Diamond, Orion, Tamarac, Schwab, Fidelity, Pershing, Excel
1w
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Investment Associate, FINRA Registered
Camillus, New York, United States
$23-$35/hr HybridFull Time
1+ YOE1+ year brokerage or financial services experience; high school diploma; FINRA S6,S63,SIE required; Series 7 and life insurance preferred; strong communication, organization, and investment knowledge.
Microsoft Word, Microsoft Excel, PowerPoint
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