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investment management jobs

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    • The role’s primary focus will be private equity investments managed by our external investment management partners as well as co-investments and direct…
    • Our responsibilities include defining performance risk metrics, creating scenarios, forecasting performance, and providing business recommendations to enhance…
    • Independently contribute to investment analyses and initial deal screenings.
    • As the Acquisition & Transaction Associate, you will play a critical role in…
    • 5+ years' experience in the financial services sector with at least 3 years in ESG-product development, investment management, or manager research at an asset…
    • 10+ years of investment experience.
    • Write market commentaries and investment updates.
    • Present investment themes internally and externally.
    • 5+ years of relevant experience in real estate acquisitions, investments, development, asset management, private equity, brokerage, lending, or a closely…
    • Together with its subsidiaries, New York Life provides a range of competitive insurance and financial solutions, including life insurance, annuities, long-term…
    • Strong knowledge of loan structure, risk assessment, and portfolio management.
    • This role oversees the full lending lifecycle—from generating loan opportunities…
  • Opportunities in asset allocation

    • Fisher Investments
      Hybrid work in Plano, TX 75023
      • Health insurance
      • 401(k) matching
      • Paid time off
      • Vision insurance
      • Dental insurance
      • Paid holidays
    • Fidelity Investments
      Westlake, TX
      • $89,000 - $180,000 a year
      • Full-time
      • Loan repayment program
      • Tuition reimbursement
      • Parental leave
      • Paid time off
    • Drives investment education and visibility among internal business partners.
    • Develops and implements investment and insurance strategies for clients.
    • Keep management informed by submitting activity and results reports, such as daily call reports, weekly work plans, and monthly and annual territory analyses.
  • Roles in financial planning

    • Dew Wealth Management
      Remote
      • $65,000 - $80,000 a year
      • Full-time
      • Professional development assistance
      • 401(k)
      • Health insurance
      • Retirement plan
      • 401(k) matching
      • Paid time off
    • Dew Wealth Management
      Remote in Remote
      • $65,000 - $80,000 a year
      • Full-time
      • Professional development assistance
      • 401(k)
      • Health insurance
      • Retirement plan
      • 401(k) matching
      • Paid time off
    • PNC Financial Services Group
      Erie, PA 16509
      • Full-time
      • Referral program
      • Tuition reimbursement
      • Prescription drug insurance
      • Parental leave
      • Health insurance
      • 401(k) matching
    • Repeat investment from existing relationships.
    • Identify investor preferences and align them with appropriate investment opportunities.
    • 4+ years of experience with portfolio management and client relationship building.
    • Educate clients on our top-down portfolio strategy, their investments,…
  • Positions in risk analysis

    • Robert Half
      Hybrid work in Columbus, OH 43219
      • $30 - $32 an hour
      • Contract +1
      • 401(k)
      • Vision insurance
      • Dental insurance
      • Disability insurance
    • Educational Federal Credit Union
      Kendall, FL 33183
      • Full-time
      • Tuition reimbursement
      • 401(k)
      • Health insurance
      • 401(k) matching
      • Paid time off
      • Vision insurance
    • Credit Analyst

      Easily apply
      Buckeye State Bank
      Powell, OH 43065
      • Full-time
      • Day shift +1
      • 401(k)
      • Health insurance
      • 401(k) matching
      • Paid time off
      • Vision insurance
      • Health savings account
    • Collaborate with matrix partnership and operational leadership for investments in the area as needed.
    • Demonstrated track record of solid sales results (i.e. L/H…
    • 4+ years of experience with portfolio management and client relationship building.
    • Educate clients on our top-down portfolio strategy, their investments,…
    • Property management: 3 years (Preferred).
    • Deal Flow & Networking: Proactively identify and source new investment opportunities by consistently networking with…
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