NewInvestment Banking Associate I or II, Diversified Industrials D.A. DavidsonInvestment Banking Associate I or II, Diversified IndustrialsBoston, MA$160,000–$190,000 / yearDavidson Companies provides straightforward, personalized advice, nationally recognized research, and capital market investment banking expertise to clients who need help achieving their strategic financial goals. The Associate will play a vital role working with senior bankers on strategic assignments, assisting clients with mergers and acquisitions, public offerings, private placements and other advisory services.
NewEarly Career Intern - Investments (IFI NYC) Invesco LtdEarly Career Intern - Investments (IFI NYC)New York, NYOur 9-week Summer Internship Program kicks off in June 2027 and offers you the chance to dive into the fast-paced world of investments, learn from industry pros, and build connections that will last a lifetime. Pursuant to Invesco's Workplace Policy, employees are expected to comply with the firm's most current workplace model, which as of October 1, 2025, includes spending at least four full days each week working in an Invesco office.
NewInvestment Content Strategist William BlairInvestment Content StrategistChicago, IllinoisWilliam Blair Investment Management is seeking an experienced Investment Content Strategist to join our growing Investment Strategy team to help shape our market outlook and bring insight across macro trends, geopolitics, and portfolio positioning to colleagues, clients, prospects and other industry audiences. Collaborate with investment teams (portfolio managers, analysts, and portfolio specialists), sales and client service teams, and marketing colleagues to help bring together the best thinking from across the firm and present cohesive perspective on the issues that matter most to our clients and drive engagement.
NewInvestment Banking Associate I Or II, Diversified Industrials D.A. DavidsonInvestment Banking Associate I Or II, Diversified IndustrialsBoston, MA$160,000–$190,000 / yearDavidson Companies provides straightforward, personalized advice, nationally recognized research, and capital market investment banking expertise to clients who need help achieving their strategic financial goals. The Associate will play a vital role working with senior bankers on strategic assignments, assisting clients with mergers and acquisitions, public offerings, private placements and other advisory services.
Investment Principal, Client CIO Partners Capital Investment Group LLPInvestment Principal, Client CIODallas, TXPart timeThis will primarily include managing pitch processes for Texas-based prospective clients (e.g., performing preliminary research on investments within the prospective client’s existing portfolio, developing a proposed asset allocation and manager lineup for the prospective client, helping compose pitch decks and manage RFP processes, presenting in pitch meetings, responding to prospective client questions, managing communications with financial intermediaries). Clients include Syracuse University, Sesame Workshop, INSEAD Business School, New York’s Metropolitan Opera, San Francisco Symphony, Eton College, Colorado College, several Oxford and Cambridge University Colleges, several family offices around the world, and senior executives from leading global investment firms.
International Investment Counselor (US Based) - Canadian Clients Fisher InvestmentsInternational Investment Counselor (US Based) - Canadian ClientsPlano, TXYou will partner with our internal portfolio decision-makers, auxiliary research teams, client service associates, and renowned sales team to give our clients the best service possible. Family Support programs including 8 week Paid Primary Caregiver Leave, $10,000 fertility, family forming, and hormonal health assistance, and back-up child, adult, and elder care.
Regional Investment Manager Dah Sing Bank LtdRegional Investment ManagerProvide sales support, training and coaching to frontline sales staff on selling investment products and source investment products for product development team to conduct product due diligence. Reporting to Head of Wealth Management Services, you will be responsible for providing customer-oriented sales training of investment products to frontline sales staff so as to achieve the business target.
Director Investment Management Wellabe, Inc.Director Investment ManagementDes Moines, IAStrong knowledge of insurance investment management practices, including portfolio construction, fixed income strategies, investment policy requirements, risk controls, and external manager oversight. Working knowledge of insurance financial drivers, including capital, surplus, liquidity, statutory accounting considerations, asset-liability management, and regulatory expectations.
Specialist III-IC Investment Research Bank of MontrealSpecialist III-IC Investment ResearchChicago, IL$96,200–$179,400 / yearThe position primarily entails experience with hedge funds, including familiarity with managers across various strategies, an ability to build strong relationships with internal and external partners, broad understanding of financial markets, critical thinking as it relates to markets and investment solutions and may have direct client contact. Initial Evaluation: Perform qualitative and quantitative analysis on prospective funds, including assessing investment strategy, team, risk management, and performance analytics.
Senior Director, Head of Investments AdvyzonSenior Director, Head of InvestmentsLisle, ILSenior Director, Head of Investments We are seeking a highly motivated and experienced Senior Director, Head of Investments for AIM (Advyzon Investment Management) to help lead and scale the firm’s trading and investment management functions. The ideal candidate will help to oversee the trading and investment teams, ensuring operational excellence across trading, new capability development, 3 rd party strategist platform growth, transition management, tax loss harvesting, and portfolio implementation.
Insurance Solutions Group Middle Office Director, Investment Operations Apollo Global ManagementInsurance Solutions Group Middle Office Director, Investment OperationsEl Segundo, CA$215,000–$250,000 / yearThis role presents an exciting opportunity to shape and scale ISG's middle office function, drive operational excellence, and partner closely with investment, front office, accounting, and technology teams in a fast-paced investment management business. The Director will report directly to the Head of ISG Middle Office Operations and will be responsible for leading a team across trade support, collateral management, portfolio rebalancing, client service, and investment funding operations.
Associate Investment Strategist (Equity Product Specialist) Dimensional Fund AdvisorsAssociate Investment Strategist (Equity Product Specialist)Austin, TXJob Description: Dimensional's Investment Solutions Group (ISG) acts as a source of specialized investment knowledge that delivers thought leadership, education and analysis to our clients through face-to-face interactions and compelling, informative content. The Associate Investment Strategist will work with other members of the Investment Solutions Group with a focus on broad equity market or strategy-specific data analysis, research, and ad hoc projects.
Investment Strategist Neuberger Berman Group LLCInvestment StrategistNew York, NY$165,000–$185,000 / yearor wealth management (highly preferred) • Direct portfolio construction and client experience with high-net-worth clients • Strong problem-solving skills along with attention to detail • Excellent written and verbal communication skills • Team player and willingness to volunteer ideas and create analytical work beyond what is asked • Proficient in Microsoft PowerPoint, Excel, and Bloomberg / FactSet • Series 7 and 66 exams preferred. An employee's pay position within the salary range will be based on several factors including, but not limited to, relevant education, qualifications, certifications, experience, skills, seniority, geographic location, business sector, performance, shift, travel requirements, sales or revenue-based metrics, market benchmarking data, any collective bargaining agreements, and business or organizational needs.
NewSpecialist Iii-Ic Investment Research BMO (Bank of Montreal)Specialist Iii-Ic Investment ResearchSan Francisco, CA$96,200–$179,400 / yearThe position primarily entails experience with hedge funds, including familiarity with managers across various strategies, an ability to build strong relationships with internal and external partners, broad understanding of financial markets, critical thinking as it relates to markets and investment solutions and may have direct client contact. Initial Evaluation: Perform qualitative and quantitative analysis on prospective funds, including assessing investment strategy, team, risk management, and performance analytics.
NewPGIM: Investment Associate, Asset Based Finance (Hybrid/Newark, NJ) Prudential FinancialPGIM: Investment Associate, Asset Based Finance (Hybrid/Newark, NJ)Newark, New JerseyWork/Life Resources to help support topics such as parenting, housing, senior care, finances, pets, legal matters, education, emotional and mental health, and career development. Demonstrated experience building and interpreting financial models, including cash flow analysis, scenario modeling, and downside stress cases.
NewManager, Investment Fund Operations, AIM Accion InternationalManager, Investment Fund Operations, AIMWashington, D.C.$100,000–$120,000 / yearThe position will be responsible for the operational execution across AIM, ensuring that key organizational priorities, governance obligations, and strategic initiatives are coordinated, tracked, and executed effectively,, fund and policy compliance, and audit support – all with a focus on inclusive financial institutions and Fintechs. AIM provides a total compensation package, including base salary, discretionary merit-based bonus, and a variety of benefits including health insurance (90% employer funded), life and disability insurance, retirement plans (up to 6% employer match), paid holidays and paid time-off for vacation plus personal days as well as sick days.
NewSenior Associate Investment Accounting William BlairSenior Associate Investment AccountingChicago, IllinoisThis role involves handling daily transaction activity, addressing client inquiries, and analyzing complex accounting issues. The ideal candidate will lead projects, develop expertise in investment accounting principles, and assist in training new team members.
Vice President, Investment Banking - Healthcare Life Sciences, San Francisco Moelis & CoVice President, Investment Banking - Healthcare Life Sciences, San FranciscoSan Francisco, CAPrimary Responsibilities: Oversees a wide variety of quantitative analyses, including leverage buyout models, discounted cash flow, multiple valuation analysis, merger and acquisition accretion/dilution analysis and credit analysis for client and investor presentations. Leverages Firm's capital markets, proprietary research and analytical capabilities to provide top-notch investment, risk advisory, merger & acquisition and capital markets services.
PGIM - Investment Analyst (Corporate Mezzanine) Prudential Financial IncPGIM - Investment Analyst (Corporate Mezzanine)Chicago, ILThe team originates deals through a broad network including private equity sponsors, advisors, partner firms, and direct issuers, combining regional coverage with a centralized investment team. About the Team: PGIM Capital Partners is the junior capital strategy within PGIM, focused on sourcing, underwriting, and managing mezzanine and structured equity investments in middle market companies.
Investment Banking VP - Industrials Truist Financial CorpInvestment Banking VP - IndustrialsChicago, ILSenior investment banking professionals are also expected to serve the bank''s corporate banking and commercial clients with strategic advisory and the aforementioned traditional investment banking services in partnership with the primary Commercial and Corporate Banking coverage professionals. Please review the following job description: Responsible for providing client relationship management and investment banking services including strategic advisory services to corporate and private equity clients related to buyside and sellside M&A, debt and equity capital raising, designated by industry/sector.