Investment Associate Jobs
Key responsibilities: ■ Participate in the active ownership of the Unit’s multi-billion dollar investment in a large technology asset, including being involved in strategic M&A transactions for the company and support for key operational priorities ■ Participate in the sourcing and evaluation of potential new business opportunities for the Unit, including identification of targets, screening, pr...
Investment Operations Associate Wealth Management Practice – Irvine, CA We are a very busy, thriving wealth management and tax business. This is a support role within a wealth management team of 5 advisors: The Investment Operations Associate is integral to our ability to provide the highest level of service to our clients. For established clients, the associate will often serve as their most fr...
San Antonio Federal Credit Union (SACU), a leading financial institution, seeks an Associate Investment Representative to join Team SACU! Qualifications Include: Bachelor’s degree or equivalent related work experience Current NASD Series 7 and 63 Securities Registration State of Texas Life & Health Insurance License 1-2 years industry related experience Knowledge of securities and insurance i...
Wilshire Associates, a leading global independent investment consulting and services firm, provides consulting services, analytics solutions and customized investment products to plan sponsors, investment managers and financial intermediaries. Its business units include, Wilshire Analytics, Wilshire Consulting, Wilshire Funds Management and Wilshire Private Markets. With ten offices on four contin...
Global Real Assets (“GRA”) is global product group within Asset Management investing in Real Estate, Infrastructure and Maritime assets across the globe in funds and separate accounts. We have over 400 investment professionals across 14 cities, and serve over 540 global institutional investors. GRA is a trusted advisor to the world’s most respected corporations, governments, institutions, an...
JP Morgan NY
150002120 Global Real Assets (“GRA”) isglobal product group within Asset Management investing in Real Estate,Infrastructure and Maritime assets across the globe in funds and separateaccounts. We have over 400 investment professionals across 14 cities, andserve over 540 global institutional investors. GRA is a trustedadvisor to the world’s most respected corporations, governments, institutions,and...
We are looking for an Associate to join the Credit Research team. The position is for a senior analyst role within the Financials team, and is specifically to cover US Insurance and Healthcare. • Assigning investment recommendations to companies under coverage from a relative value standpoint as well as industry and company fundamentals • Communicating the sector and company views to clients on ...
Goldman Sachs Asset Management (GSAM) delivers innovative investment solutions through a global, multi-product platform that offers clients the advantages that come with working with a large firm, while maintaining the benefits of a boutique. GSAM is one of the pre-eminent investment management organizations globally. Critical to the success of GSAM is our ability to leverage a global team of tale...
About J.P. Morgan J.P. Morgan is a leader in financial services, working in collaboration across the globe to deliver the best solutions and advice to meet our clients’ needs, anywhere in the world. We operate in 100 countries and hold leadership positions across our businesses. We have an exceptional team of employees who work hard to do the right thing for our clients and the firm, every day. T...
Exposed to all aspects of managing the University's portfolio, the Associate will assist the CIO & Directors with setting asset allocation, monitoring and managing the portfolio and the managers in it. Complete due diligence on potential new managers across all asset classes, make recommendations to and create materials for the Investment Committee, and manage the Analysts on select projects and/o...
JPMorgan Chase & Co. Chicago, IL, 60602
Mid-Cap IB Coverage Associate - Chicago The Mid-Cap Investment Banking team focuses on capital raising and strategic advisory for private and public companies with annual revenues typically between $500 million and $2 billion. The group focuses on companies on a regional basis, with offices in New York, Atlanta, Chicago, Dallas, Denver, Houston and Los Angeles. Analysts and Associates work seamle...
GENERAL DESCRIPTION Benefits Supplemental Questions Salary is commensurate upon the qualifications of the individual selected and the discretion of the Hiring Manager, but not less than $85,000 annually. This position is also eligible for Incentive Pay up to a maximum of 50% of base salary as detailed in the TRS Performance Incentive Pay Plan . The Investment Associate performs advanced (senio...
Morgan Stanley West Conshohocken, PA
Job Number:: 3032037 Posting Date: Aug 12, 2014 Primary Location: Americas-United States of America-Pennsylvania-West Conshohocken...
GENERAL DESCRIPTION Benefits Supplemental Questions Salary is commensurate upon the qualifications of the individual selected and the discretion of the Hiring Manager, but not less than $85,000 annually. This position is also eligible for Incentive Pay up to a maximum of 50% of base salary as detailed in the TRS Performance Incentive Pay Plan . The Internal Public Markets(IPM) Investment Assoc...
Bright Horizons L.P West Conshohocken, PA
Alternative Investment Services Fund Adminstration Associate- Investment Management Operations Job Number: : 3028909 Posting Date : Aug 1, 2014 Primary Location : Americas-United States of America-Pennsylvania-West Conshohocken Education Level : Bachelor's Degree Job : Investment Management Employment Type : Full Time Job Level : Associate Description CompanyProfile Morgan Stanley is a l...
Job Title: Investment Operations Associate Schedule: Monday-Friday Status: Full-Time, Non-Exempt Supervisor: Location: Available: Immediately GENERAL DESCRIPTION: This clerical position is responsible for the day-to-day operational duties of the Investment Department, ensuring all client paperwork and processing is handled in a timely, accurate and professional manner. Supportsdepartment...
A prestigious hedge fund is looking to fill an Investment Operations Associate job in Chicago, IL. The ideal candidate will have a business degree and at least two years in a client facing role within the financial services industry. This person will be responsible for trade and settlement responsibilities, assisting with fund launches and restructuring, and acting as a client liaison. This is an ...
To apply to this position you must email your resume directly to Andria Goff at ***** In the subject line of your email type “Investment Associate” Our client is one of the world’s largest and most diversified independent alternative asset management firms. The Firm’s investment management and advisory services span public and private markets, focusing on hedge funds, priva...
RESPONSIBILITIES: Kforce has partnered with a National Big 4 Public Accounting Firm in Stamford, CT with hiring needs at the Senior Associate level. The Senior Associate will provide a broad range of federal, state, local and international tax services to meet those needs. Responsibilities: Support Tax Managers and partners in the day-to-day management of client portfolio Take responsibility f...
Investment Operations Associate Growing investment firm just outside of Boston is seeking an Operations Associate to join their dynamic team! The Operations Associate will interact with all departments within the firm and work closely with custodians and the portfolio management software team. The Associate will be responsible for trade processing, reporting, account maintenance and setting up ne...
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Finance Career Tools
$33,400.00 - $187,000.00
Typical Salary for Investment Associate
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
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.
Provides financial services by processing buy/sell authorizations, deposits, and withdrawals; providing information to clients' other advisors, such as, attorneys and accountants; issuing documents; completing account set-up and settlements; coordinating requirements with operations and back-office support.
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