Investment Associate Jobs in Connecticut
INVESTORS NEED US, WE NEED YOU! Investment Counselors meet with prospective clients before they invest. It is critical they get to know client’s needs, objectives and their risk tolerance. We carefully structure our investors’ portfolios using investments, some of which are proprietary, based on real value and frequently pay dividends and interest. We believe we have an obligation to guide our inv...
FINANCIAL SERVICES SALES ASSOCIATE Alternative fund administration can be complex, depending as it does on strategy, structure and volume. SS&C Fund ServicesSM is one of the leading fund administrators for both onshore and offshore hedge funds, leveraging proprietary technology and expertise to deliver outsourcing services that meet your business objectives. POSITION: In this role, you will meet a...
Your job as a Wealth Strategy Associate is to support your team in the development of various wealth management plans and strategies (e.g., financial plans, investment plans, etc.). You build tailored plans and strategies based on an understanding of client needs, goals and risk tolerance by utilizing the tools and resources of the firm, with your knowledge of financial analysis and basic principl...
Business Description: Chase is the U.S. consumer and commercial banking business of JPMorgan Chase & Co. (NYSE: JPM), a leading global financial services firm with assets of $2.3 trillion and operations in more than 60 countries We serve more than 50 million consumers and small businesses through more than 5,600 bank branches, 18,700 ATMs, credit cards, mortgage offices and online and mobile banki...
As a Financial Crimes (FC) Risk Management Associate Partner (AP), you will be responsible for overall successful delivery of FC Risk solutions to IBM's core Financial Services (FS) clients. You will develop deep relationships within the client organization and build effective cross-functional teams across diverse stake holder groups including client business and technical organizations, IBM's dom...
About CRT: CRT Capital Group (CRT) provides security brokerage and research services to over 900 institutional accounts with established counterparty relationships around the world. The Firm caters to asset managers, insurance companies, pension funds, hedge funds and investment firms with a focus on Equity and Fixed Income Securities. CRT, formerly known as Credit Research and Trading LLC, was fo...
Fixed Income Trading Associate (Series 7) Westport, CT $Competitive + Bonus + Benefits Description Highly successful and growing asset management/broker dealer boutique seek bachelors (masters/CFA a+), Series 7 and 3-5+ years fixed income trading or trading analyst experience, strong understanding of bond markets (munis/corps), and expertise in Excel, including API and ability to link excel with B...
Evalueserve is a global specialist in knowledge processes with a team of more than 2,600 professionals worldwide. Evalueserve's Financial Services business unit is a market leader in providing investment research support services and the company's clients include: 8 of the top 12 global investment banks, 2 of the top 10 global private equity firms, 2 of the top 5 US retail and commercial banks, 2...
Aon Hewitt is the global leader in human capital consulting and outsourcing solutions. The company partners with organizations to solve their most complex benefits, talent and related financial challenges, and improve business performance. Aon Hewitt designs, implements, communicates and administers a wide range of human capital, retirement, investment management, health care, compensation and tal...
Job Description The Executive Finance Team is responsible for general accounting and finance operations, as well as a variety of non-financial projects for the Founder and related parties, and works as a separate entity from our company accounting function. The team’s goals are to provide outstanding service, and meet the Founder and his family’s needs while ensuring the safety and integrity of th...
The world is getting smarter, triggering unprecedented change. IBM's unparalleled ability to bring together deep business insight, advanced research, analytics, and technology enables IBM Global Business Services to help position its clients for the future. We leverage the proven roadmaps and frameworks that have been developed across 17 industries and the unique combination of skills and experien...
Client Service/Administrative Assistant – Financial Services Industry Well established, family owned financial services firm in Stamford, CT seeks a talented and professional entry level Client Service Associate /Administrative Assistant to join a fast paced team and learn the financial planning industry. If you are an energetic, self starting Administrative Assistant who wants to work in a small,...
Our Client, a leading provider of care management and home care services, is seeking passionate, case management professionals and leaders dedicated to delivering the highest quality in-home care management programs to complex chronically ill patients enrolled in large health plans and managed care programs. Assignment Capsule As a Care Manager you will provide direct care to clients and their fam...
Landau is the world's leader in premiere fashion jewelry and WE WANT YOU!! Mohegan Sun Casino has an excellent opportunity for a Store Manager STORE MANAGEMENT OOPPORTUNITIES- Come Grow with US! Position Overview Lead and direct all activities required to achieve all store goals, including sales objectives, client experience, human resource management, payroll and operating expenses, losspreventio...
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$33,400.00 - $160,000.00
Typical Salary for Investment Associate in Connecticut
Source: Monster.com Careerbenchmarking Tool
Education / Training
Some College Coursework Completed
Source: Monster.com Careerbenchmarking Tool
Serves clients by preparing financial models; delivering financial management services and transactions; monitoring client portfolio performance.
Rate of Growth
Size of Industry in 2006:
Source: Bureau of Labor Statistics, May 2006
Resolves client issues by providing information and explanations; responding to inquiries and requests.
Plans client relationship services by reviewing clients' financial situation, objectives, requirements, and preferences; building mock financial models regarding asset ownership structures, diversification strategies, asset allocations, and financial plans; preparing client presentations.
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