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Senior investment associate Jobs

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493 Jobs

  • Burton Enright Welch
    Senior Client Services Associate (Registered Investment Advisor)
    Walnut Creek, CA
    $80,000 - $120,000 (Employer est.)
    Easy Apply
    9d
    Continue to develop technical knowledge and expertise in all areas of Client Services through internal training. Series 65 or FPQP certification a plus.…
  • Senior Associate
    Walpole, NH
    $75,000 - $95,000 (Employer est.)
    Easy Apply
    15d
    Active participation on engagements with oversight and review of scheduling, planning, managing internal and external deadlines appropriately, budget monitoring……
  • Senior Investment Advisor Associate (Client Service)
    Los Angeles, CA
    Easy Apply
    30d+
    Provide daily client service, including but not limited to, investing deposits, calculating withdrawals, handling cashiering needs, facilitating tax trading,……
  • Northwestern Mutual - Los Angeles Logo4
    Sr. Investment and Operations Associate
    Los Angeles, CA
    $60,000 - $90,000 (Employer est.)
    Top Company
    Easy Apply
    30d+
    California Life & Health license (preferred). O Monitor asset/security level variance including fixed income maturity and credit ratings.…
  • Senior Associate
    Greenwich, CT
    $70,000 - $90,000 (Employer est.)
    Easy Apply
    30d+
    Responsible for ensuring all client needs are promptly and accurately addressed; Serve as front office support; answering inbound client telephone calls; Answer……
  • Senior Associate M&A
    Addison, TX
    $175,000 - $250,000 (Employer est.)
    Easy Apply
    23d
    Work in partnership with BI/Analytics team during data discovery and develop and manage dashboards to illustrate analysis across acquisition portfolio.…
  • CBRE Logo3.9
    Senior Associate - Investment Sales
    New York, NY
    $110,000 (Employer est.)
    Easy Apply
    22d
    A real estate salesperson license will need to be obtained within three months of hire. Perform detailed financial analysis and modeling, including cash flow……
  • Senior Client Operations Associate
    La Jolla, CA
    $65,000 - $102,500 (Employer est.)
    Easy Apply
    8d
    Serve as a contact for clients and investors via email and telephone correspondence, providing exceptional customer service in a professional and timely manner,……
  • First Republic Bank Logo4.2
    Senior Associate, Alternatives Investment Operations
    Los Angeles, CA
    $45,902 - $108,826 (Glassdoor est.)
    30d+
    Must be able to communicate effectively via telephone and in person. Working knowledge of programming languages (SQL, C#, Java, VBA, Matlab, Mathematica) is……
  • First Republic Bank Logo4.2
    Senior Wealth Management Onboarding Associate
    New York, NY
    30d+
    Desire to pursue Series 7/66 license preferred for career advancement eligibility. BS/BA degree in Business, Finance or related field, or equivalent experience.…
  • Prudential Logo3.8
    Senior Investment Operations Associate (remote)
    Pennsylvania
    8d
    Undergraduate degree in related field and/or relevant work experience. Knowledge of finance, accounting and brokerage related field is preferred.…
  • Alliance Resource Group Logo4.8
    Senior Associate, Business Development, M&A (PE or IB exp reqd)
    Fountain Valley, CA
    $110,000 - $155,000 (Employer est.)
    Easy Apply
    8d
    Bachelor’s degree with a major in Finance, Economics, Business Administration, science or a technical field. Experience in conducting due diligence, integration……
  • Options Clearing Corporation Logo3.2
    Senior Associate, Quantitative Risk Management
    Chicago, IL
    $84,015 - $166,493 (Glassdoor est.)
    19d
    Master’s degree or equivalent is required in a quantitative field such as computer science, mathematics, physics, finance/financial engineering.…
  • First Republic Bank Logo4.2
    Senior Associate, Operational Risk & Control Testing
    San Francisco, CA
    $69,025 - $126,216 (Glassdoor est.)
    30d+
    Perform risk-based control testing to assess internal controls for design and effectiveness. Must be able to communicate effectively via telephone and in person……
  • Senior-level Client Service Associate
    Fort Lauderdale, FL
    $35,000 - $55,000 (Employer est.)
    Easy Apply
    30d+
    Series 7 or 66 license (Preferred). The ideal candidate will be interested and competent in gathering and analyzing client data, helping to prepare financial……
  • Kayne Anderson Rudnick (KAR) Logo3.8
    Senior Investment Adviser Associate
    Los Angeles, CA
    $70,063 - $161,471 (Glassdoor est.)
    5d
    Provide daily client service, including but not limited to, investing deposits, calculating withdrawals, handling cashiering needs, facilitating tax trading,……
  • PGIM Logo4
    PGIM Real Estate | Senior Investment Associate, Transactions
    Atlanta, GA
    $52,649 - $105,226 (Glassdoor est.)
    16d
    Alongside other senior members of the team, develop and cultivate strong relationships with real estate owners and operators, brokers, investment bankers, joint……
  • Prudential Logo3.8
    Prudential Private Capital | Senior Investment Associate - Real Assets: Energy (Dallas)
    Dallas, TX
    $40,780 - $90,425 (Glassdoor est.)
    30d+
    In this role, the Senior Associate has the opportunity to leverage existing background and career experiences, while also developing a unique blend of skills……
  • Prudential Logo3.8
    Senior Actuarial Associate
    Newark, NJ
    $77,240 - $144,334 (Glassdoor est.)
    30d+
    Good communication skills, particularly in presenting technical results to senior executives and non-technical audiences.…
  • PGIM Logo4
    PGIM Fixed Income | Senior Investment Operations Associate
    Newark, NJ
    $51,467 - $101,243 (Glassdoor est.)
    18d
    Strong knowledge of derivative products and/or other fixed income products and investment strategies. Proactively seeking ways to improve current processes by……
  • Recruiting Resources, Inc. Logo
    Sr. Associate, Investment Control•Global Investment Mgt.
    Los Angeles, CA
    $110,000 - $120,000 (Employer est.)
    Easy Apply
    30d+
    Strong knowledge of various asset classes, primarily focused in credit/fixed income, derivatives, and FX with an emphasis on bank debt and high yield/alt credit……
  • DTCC Logo4
    Senior Credit Risk Associate
    Dallas, TX
    $59,650 - $107,394 (Glassdoor est.)
    Easy Apply
    30d+
    Participate in gathering requirements for the design of credit risk monitoring tools to further automation and other risk-related initiatives.…
  • PGIM Logo4
    PGIM Investment Operations | Senior Investment Operations Associate, Plan Accounting ( Remote)
    Newark, NJ
    $48,582 - $97,523 (Glassdoor est.)
    24d
    Talent is treated as a strategic differentiator and Plan Accounting is committed to attracting, engaging, developing, retaining, and actively managing a diverse……
  • Macquarie Group Limited Logo3.8
    M&A Associate/Senior Associate, Corporate Development
    New York, NY
    $103,470 - $200,466 (Glassdoor est.)
    4d
    Associates and Senior Associates have primary responsibility for transaction execution, financial modelling, underwriting, and diligence of transactions as well……
  • HighTower Advisors Logo3
    Senior Client Service Associate
    New York, NY
    $48,955 - $90,760 (Glassdoor est.)
    Easy Apply
    30d+
    Provide portfolio analysis for clients/prospects to determine appropriate investment strategies. Partner with Financial Advisors to support their business and……
  • Prudential Logo3.8
    Senior Actuarial Associate (Enterprise Risk Management)
    Newark, NJ
    $66,697 - $118,105 (Glassdoor est.)
    12d
    Enhance the capabilities of the team’s technical analysis, tools, and visualizations. Through on the job learning, the associate will develop key subject-matter……
  • Birge & Held Asset Management Logo4.5
    Senior Associate- Asset Management
    Indianapolis, IN
    $70,000 - $90,000 (Employer est.)
    Easy Apply
    5d
    Bachelor’s degree in business or similar field of study. High proficiency in property cash flow mechanics, investment analysis and equity/debt considerations.…
  • Recruiting Resources, Inc. Logo
    Senior Finance Associate-Real Estate•Investment Management
    Los Angeles, CA
    $125,000 - $140,000 (Employer est.)
    Easy Apply
    30d+
    *5+ years of experience* FP&A, Public Accounting, Corporate Finance or a related field. Conduct strategic analysis for platform growth as requested by senior……
  • PwC Logo3.9
    Actuarial Services Senior Associate
    New York, NY
    $84,426 - $137,166 (Glassdoor est.)
    6d
    We develop comprehensive risk analysis and mathematical models to help organisations enhance their business forecasting capabilities, limit their risks, and use……
  • Recruiting Resources, Inc. Logo
    Senior Tax Associate•Global Real Estate Investment
    Denver, CO
    $90,000 - $115,000 (Employer est.)
    Easy Apply
    30d+
    Analysis state issues arising from technical tax structures in funds. Analyze property acquisitions for federal and state tax consequences.…

Jobs

Job TitleEmployerLocationSalary
Senior Client Services Associate (Registered Investment Advisor)Burton Enright WelchWalnut Creek, CA
Senior AssociateCHS WEALTH MANAGEMENT & CPASWalpole, NH
Senior Investment Advisor Associate (Client Service)Kayne Anderson Rudnick Investment ManagementLos Angeles, CA
Sr. Investment and Operations AssociateNorthwestern Mutual - Los AngelesLos Angeles, CA
Senior AssociateMerritt Point Wealth AdvisorsGreenwich, CT
Senior Associate M&ADaseke Inc.Addison, TX
Senior Associate - Investment SalesCBRENew York, NY
Senior Client Operations AssociateCoastEdge Partners, LLCLa Jolla, CA
Senior Associate, Alternatives Investment OperationsFirst Republic BankLos Angeles, CA
Senior Wealth Management Onboarding AssociateFirst Republic BankNew York, NY
Senior Investment Operations Associate (remote)PrudentialPennsylvania
Senior Associate, Business Development, M&A (PE or IB exp reqd)Alliance Resource GroupFountain Valley, CA
Senior Associate, Quantitative Risk ManagementOptions Clearing CorporationChicago, IL
Senior Associate, Operational Risk & Control TestingFirst Republic BankSan Francisco, CA
Senior-level Client Service AssociateWells Fargo Advisers Financial NetworkFort Lauderdale, FL
Senior Investment Adviser AssociateKayne Anderson Rudnick (KAR)Los Angeles, CA
PGIM Real Estate | Senior Investment Associate, TransactionsPGIMAtlanta, GA
Prudential Private Capital | Senior Investment Associate - Real Assets: Energy (Dallas)PrudentialDallas, TX
Senior Actuarial AssociatePrudentialNewark, NJ
PGIM Fixed Income | Senior Investment Operations AssociatePGIMNewark, NJ
Sr. Associate, Investment Control•Global Investment Mgt.Recruiting Resources, Inc.Los Angeles, CA
Senior Credit Risk AssociateDTCCDallas, TX
PGIM Investment Operations | Senior Investment Operations Associate, Plan Accounting ( Remote)PGIMNewark, NJ
M&A Associate/Senior Associate, Corporate DevelopmentMacquarie Group LimitedNew York, NY
Senior Client Service AssociateHighTower AdvisorsNew York, NY
Senior Actuarial Associate (Enterprise Risk Management)PrudentialNewark, NJ
Senior Associate- Asset ManagementBirge & Held Asset ManagementIndianapolis, IN
Senior Finance Associate-Real Estate•Investment ManagementRecruiting Resources, Inc.Los Angeles, CA
Actuarial Services Senior AssociatePwCNew York, NY
Senior Tax Associate•Global Real Estate InvestmentRecruiting Resources, Inc.Denver, CO
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