Investment Associate Jobs

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167 Investment Associate jobs found on Monster.

Jobs 1 to 20 of 167
NY based Credit Fund is seeking to add a Senior Associate - Senior VP level hire to the investment team. The candidate will be responsible for evaluating/underwriting, and managing Special Situation/Income Fund investments within the team's investment committee. The team has a broad investment mandate and provides senior and junior capital for growth capital, acquisitions, buyouts, refinancing and...
-Responsible for underwriting, due diligence, execution and management of investment positions. -Activities include research on individual companies and industries, modeling and analyzing financial performance, qualitative assessments of businesses, structuring transactions, negotiating legal documents, and monitoring existing investment positions. -Candidates would be responsible for managing d...
SWIB is seeking an entry level Investment Associate to join its Fixed Income Team. The person chosen for the position will be responsible for working closely with the team of managing analysts in gathering, analyzing, and preparing aspects of their credit reports on multiple companies and industries. The Investment Associate will be tasked with enhancing the credit report creation process and cont...
18-month Financial Sales Training Program Role Description Hennion & Walsh, Inc. is looking for performance driven personalities and entrepreneurs in spirit who are looking to build a career helping the individual investor achieve their financial goals and dreams. If you are of highly motivated character and looking to join a vibrant growing company, Hennion & Walsh, Inc. may be the right choice...
BMO Harris Bank Portland, OR
Description The majority of high net worth and ultra-high net worth individuals are seeking to establish a trusted relationship with a competent, credible advisor who proactively provides guidance on the full range of their financial affairs offers actionable solutions and clearly acts in their best interest. CTC myCFO’s strategy – to be a best-in-class wealth management provider known for the...
BMO Harris Bank Brookfield, WI
Description The Investment Associate I is accountable to provide sales and administrative support to assigned Financial Advisor(s) to support the achievement of sales objectives, client service objectives and overall business growth. This role will provide specialized support related to investment client services issues, addressing day to day client concerns and issues as well as communicating as...
SunTrust Banks Jupiter_, FL
Description The FIA Associate operates within a national team designed to supports regional Family Investment Officers (FIOs) and assist / mentor / coach the more junior Family Service Coordinators. The Associate must establish trusting, collaborative and professional relationships both internally among central and regional staff and externally when called on to directly assist GenSpring client f...
SunTrust Banks VA, VA
Description Supports one or more Financial Advisors, Private Financial Advisors or Private Wealth Advisors. This role is a non-sales role primarily focused on operational/administrative objectives (not a virtual position). Assists customers with trades, requests for information, research, account problems etc. Works closely with Advisors to meet the needs and objectives of the customer. Works wit...
Northern Trust Naples, FL
Requisition Number 049631 Job Description The investment associate supports our portfolio managers as a partner on our Naples wealth advisory team. As an example, the investment associate is responsible for ensuring that materials are prepared for account review meetings with clients. They will also set up files on client accounts, order reports, processes physical stock, bond certificates, ...
Robert Half Los Angeles, CA
Salary $60,000.00 to $75,000.00 per year Description Robert Half Finance & Accounting is currently recruiting an Investment Advisor Associate for a well-respected wealth and investment management firm in Century City who have over $5bn in assets. Due to continued private investment growth, the Investment Advisor Associate will assist the advisory team in areas relating to client sales and serv...
Schenck Business Solutions Green Bay, WI, 54302
Schenck SC is currently recruiting for an Investment Associate for our Green Bay office . This position provides support to Investment Consultants through interactions with internal personnel, external vendors and clients. The Investment Associate works with confidential client information and handles basic to intermediate level client questions and correspondence regarding account registrations,...
Liberty Mutual Holding Company Inc. Boston, MA, 02298
Advance your career at Liberty Mutual Insurance- A Fortune 100 Company! Based in Boston, Liberty Mutual Metals & Mining has the responsibility of identifying, analyzing and assessing potential investment-opportunities globally. Using dedicated capital, the business will focus on making control and non-control investments globally. The investment mandate is open to targeting any transaction within...
Northern Trust Corporation Naples, FL
Requisition Number: 049631 Description: The investment associate supports our portfolio managers as a partner on our Naples wealth advisory team. As an example, the investment associate is responsible for ensuring that materials are prepared for account review meetings with clients. They will also set up files on client accounts, order reports, processes physical stock, bond certificates, comp...
Northern Trust Chicago, IL, 60602
The investment associate supports our portfolio managers as a partner on our Naples wealth advisory team. As an example, the investment associate is responsible for ensuring that materials are prepared for account review meetings with clients. They will also set up files on client accounts, order reports, processes physical stock, bond certificates, complete DTC transfers and work with portfol...
JPMorgan Chase & Co. Fort Lauderdale, FL, 33301
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 banking as well as through ...
Bank of America Corporation Northbrook, IL
Supports a Financial Advisor or Financial Advisor Team to further develop and service their client base by providing sales and marketing support in a consulting role. Develop and service certain or pre-identified client segments of an FA or FA Team client base (such as, related accounts, accounts with smaller asset bases, emerging investor accounts, etc&). For example, accounts with assets less th...
Prudential Financial Inc Newark, NJ
Qualifications Bachelor’s degree in Mathematics, Engineering or related field with coursework indicating a breadth of interests and abilities. Proven quantitative skills (at least three years of experience involving data analysis in an investment, risk or actuarial assignment is a plus). Basic understanding of fixed income markets, derivatives and/or portfolio asset liability management is desi...
Prudential Financial Inc Fresno, CA
Qualifications Qualifications: B.S. in business, finance, economics, or equivalent curriculum required. Masters Degree preferred. Interest in agriculture required. Minimum 2-3 years of relevant work experience. Strong research, data gathering, and organization skills. Proficiency with MS Office applications. The Incumbent will report directly to the West Region Portfolio Manager and will wo...
JPMorgan Chase & Co. Miami Beach, FL, 33109
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 banking as well as through ...
JP Morgan NY
140094550 Chase Wealth Management is part of a 200-year tradition of helping clients pursue their unique financial goals. By truly getting to know and understand our clients, our trusted network of more than 3,000 Advisors provide exceptional service, customized wealth management solutions and a range of investment strategies to help clients meet their needs and long-term objectives. Chase Wealt...

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Finance Career Tools

Investment Associate

Salaries

$33,400.00 - $187,000.00
Typical Salary for Investment Associate
(113 Respondents)
Source: Monster.com Careerbenchmarking Tool

Education / Training

Bachelor's
46.7%
Master's
30%
Some College Coursework Completed
12.2%
High School
3.3%
Associates
3.3%
Professional
3.3%
(90 Respondents)
Source: Monster.com Careerbenchmarking Tool

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