Research Analyst Sands Capital Management, LLCResearch AnalystArlington, VA$200,000–$250,000 / yearFull timeExecute discrete projects to assess and analyze relevant companies’ strengths and weaknesses relating to their business models, growth drivers, industry trends, competitive advantages, financial strength, management team/execution, and historical operating track record using the Firm’s investment criteria as a guide. 4 years of experience in job offered or related experience in roles such as Research Analyst, Investment Analyst, Investment Research Analyst, Asset Management Analyst, Equity Analyst, Equity Research Analyst, Investing Analyst, and Research Associate.
Investment Analyst Pennington Partners and CoInvestment AnalystBethesda, MarylandThe Investment Analyst will be responsible for the performance reporting generation and analysis of client investment portfolios, asset allocation, due diligence of public and private investments, and the bridge between the investment team and the firm's advisory technology. Working knowledge of global security types including equities, loans, bonds, OTC securities, alternative investments, etc.
Investment Analyst The HR TeamInvestment AnalystWashington, DCFull timeMaintaining relationships with the custodian bank and investment managers, including opening and closing of investment manager accounts, ongoing communications with investment advisors and investment managers, and participation in investment manager account reviews. Assisting in the maintenance of the Plans' private equity tracking system, including commitments and processing capital calls, recording distributions and monitoring performance for alternative assets (private equity, infrastructure, hedge fund investments, etc.).
Investment Analyst HR Team IncInvestment AnalystDCMaintaining relationships with the custodian bank and investment managers, including opening and closing of investment manager accounts, ongoing communications with investment advisors and investment managers, and participation in investment manager account reviews. Assisting in the maintenance of the Plans' private equity tracking system, including commitments and processing capital calls, recording distributions and monitoring performance for alternative assets (private equity, infrastructure, hedge fund investments, etc.).
Investment Analyst - Airports Division (Trainee) P16 FERROVIAL AIRPORTS HOLDING US CORPInvestment Analyst - Airports Division (Trainee)Washington, District of ColumbiaWe are seeking a highly motivated and detail-oriented Investment Analyst Trainee to join Ferrovial Airports U.S. Corporate Development team-a dynamic, diverse, and high-performing team focused on shaping the future of airport infrastructure. This role offers an excellent opportunity for a recent graduate or an early-career professional with 0-1 years of experience to build expertise in airport investment, corporate development, and strategic analysis while contributing to impactful projects.
Senior Analyst, Marketing Investment & Planning GEICO GENERAL INSURANCE COMPANYSenior Analyst, Marketing Investment & PlanningBethesda, MD$100,450–$157,850 / yearThis role reports to the Director of Investment Strategy and partners with Product Owners, Channel Owners, and Finance/FP&A to manage annual and quarterly budgets, oversee purchase workflows, improve forecast accuracy, and deliver insights on variances, risks, and cost efficiency. Manage monthly, quarterly, and annual rhythms within the Marketing org to enable transparent budget management across the team holding budget managers accountability for reforecasts and identification of risks and opportunities for spend optimizations.
NewInvestment Banking Senior Analyst | Industrials Houlihan LokeyInvestment Banking Senior Analyst | IndustrialsWashington DC, District of ColumbiaWith uniquely deep industry expertise, broad international reach, and a partnership approach rooted in trust, the firm provides innovative, integrated solutions across mergers and acquisitions, capital solutions, financial restructuring, and financial and valuation advisory. Houlihan Lokey hires Analysts to work specifically as part of industry aligned teams, assisting with a variety of investment banking services and transactions.
Investment & Strategy Analyst NTT Global Data Centers AmericasInvestment & Strategy AnalystWashington DCRemoteDevelop sensitivity analyses on key assumptions such as rental pricing, development cost or power delivery timing for business case performance along with conducting performance analyses for alternative scenarios to data center development such as hold & flip. This position will work closely with Investment Director and key stakeholders from the Product, Front End Planning, Power and Business Case teams to request and fine tune assumptions for the Business Case modeling.
Investment Sales Senior Analyst Cbre ValuationInvestment Sales Senior AnalystWashington, DCCompile analysis and internal and external collateral into offering memorandums for seller clients, proofread content, ensure appropriate branding, and approve materials for final distribution. Compile information for the creation of marketing campaigns for sale of properties to include customized property information materials, comparable market analysis, and market and industry research.
Financial Analyst, Lateral Investment DLA Piper LLP (US)Financial Analyst, Lateral InvestmentVA$88,383–$117,111 / yearWhile the specific job requirements of a DLA Piper position may vary depending upon scope of the job and area of specialty, there are certain universal requirements that are expected of all DLA Piper employees, which include but are not limited to: Effectively communicate, verbally and in writing, with clients, lawyers, business professionals, and third parties. The Strategic Finance Analyst is eager to use modern tools, analytics, and (as appropriate) machine learning techniques to analyze data, generate insights, monitor lateral performance, and automate existing processes, such as lateral investment analysis.
Investment Planning Research Analyst, bilingual Korean Cesna RecruitmentInvestment Planning Research Analyst, bilingual KoreanWashington, DC$60,000–$78,000Identify and evaluate potential investment, partnership, and M&A opportunities in the U.S. · Prepare business and investment reports primarily in Korean for corporate headquarters; compose English versions as required. · Excellent report-writing skills with professional fluency in Korean (primary) and communication skills in English.
DHS Foreign Investment Risk Analyst Systems Planning and AnalysisDHS Foreign Investment Risk AnalystAlexandria, VirginiaFull timeSPA provides eligible employees with an opportunity to enroll in a variety of benefit programs, generally including health insurance, flexible spending accounts, health savings accounts, retirement savings plans, life and disability insurance programs, and a number of programs that provide for both paid and unpaid time away from work. Conduct due diligence and fact-finding research with DHS stakeholders to assess risk arising from foreign direct investment and the implications relative to DHS’s security interests, industrial base supply chain, dual-use technology transfer, personal data, and cybersecurity.
2027 CIB Investment Banking Analyst Program - Early Careers Wells Fargo & Co2027 CIB Investment Banking Analyst Program - Early CareersWashington, DC$90,000–$150,000 / yearThey are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation, and remediation of issues, and making sound risk decisions. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions.
Senior Analyst, AI Investment Analytics Cvent, Inc.Senior Analyst, AI Investment AnalyticsTysons Corner, VAFounded in 1999, Cvent delivers a comprehensive event marketing and management platform for marketers and event professionals and offers software solutions to hotels, special event venues and destinations to help them grow their group/MICE and corporate travel business. With more than 100 AI initiatives spanning Sales, Marketing, Client Services, IT, Finance, HR, and Legal, we are hiring two high-caliber FP&A professionals to lead financial governance and value realization across our AI portfolio.
Investment Analyst RangeInvestment AnalystMcLean, VirginiaIn this role, you will play a critical part in building out a best-in-class investment management offering by supporting portfolio construction, manager and vehicle research, and market analysis, while guiding members toward their investment goals. You’ll work directly with senior investment leadership to translate macro views and strategic asset allocation decisions into thoughtful research, execution, and ongoing analysis.
Clearsight Investment Banking Associate Regions Financial CorpClearsight Investment Banking AssociateMcLean, VARequirements Bachelor's degree Four (4) years of experience Skills and Competencies Ability to think strategically Proficient in Microsoft Office (Excel, Word, Outlook, etc.) Strong analytical and quantitative skills Strong verbal, written communication, and organizational skills Strong work ethic and self-motivation Position Type Full time Compensation Details Pay ranges are job specific and are provided as a point-of-market reference for compensation decisions. The information that you submit will be collected and reviewed by associates, consultants, and vendors of Regions in order to evaluate your qualifications and experience for job opportunities and will not be used for marketing purposes, sold, or shared outside of Regions unless required by law.
Senior Associate, Investments Anchor Health PropertiesSenior Associate, InvestmentsArlington, VirginiaThis role sits above the analyst level and below the SVP, functioning as the operational engine of the deal team — responsible for leading underwriting, managing due diligence, advancing debt processes, and supporting business development across Anchor's healthcare real estate platform. From ground-up outpatient development to targeted investment strategies and day-to-day management of complex medical office portfolios, we bring deep expertise, a relationship-driven mindset, and an unwavering commitment to improving healthcare access and outcomes through the built environment.
Vice President / Senior Vice President, Investments Anchor Health PropertiesVice President / Senior Vice President, InvestmentsArlington, VAFrom ground-up outpatient development to targeted investment strategies and day-to-day management of complex medical office portfolios, we bring deep expertise, a relationship-driven mindset, and an unwavering commitment to improving healthcare access and outcomes through the built environment. This role is a key growth driver for Anchor's national platform, responsible for generating new business, cultivating client and capital relationships, and providing leadership to Analysts, Associates, Managers, and regional team members.
NewInvestment Banking Senior Analyst | Industrials Houlihan Lokey Europe GmbHInvestment Banking Senior Analyst | IndustrialsWashington, DCWith uniquely deep industry expertise, broad international reach, and a partnership approach rooted in trust, the firm provides innovative, integrated solutions across mergers and acquisitions, capital solutions, financial restructuring, and financial and valuation advisory. Houlihan Lokey hires Analysts to work specifically as part of industry aligned teams, assisting with a variety of investment banking services and transactions.
Director, Energy Policy & Investment, Power & Utilities Capstone DCDirector, Energy Policy & Investment, Power & UtilitiesDCAs a senior member of Capstone's energy research team, the Director will guide research priorities, mentor junior analysts, and collaborate across policy verticals to deliver integrated insights at the intersection of politics, regulation, and financial markets. The Director will play a central role in shaping Capstone's intellectual leadership in the energy transition, translating complex regulatory and legislative developments into actionable investment strategies for institutional investors.
Associate, Tax Equity Renewable Energy Investment Banking BDO USA PCAssociate, Tax Equity Renewable Energy Investment BankingDC$125,000–$175,000 / yearThe firm has broad industry expertise having closed transactions across industries including the Manufacturing & Distribution, Consumer, Food & Retail, Healthcare & Life Sciences, Business Services, Energy & Natural Resources and Technology, Media & Telecom sectors. BDO Capital Advisors, a wholly-owned affiliate of BDO USA, P.C., is a leading middle market investment bank that focuses on sellside advisory, acquisition advisory, capital raising and board advisory services.
Project - Consultant, Foreign Investment Review Analyst Deloitte Touche Tohmatsu LtdProject - Consultant, Foreign Investment Review AnalystArlington, VAJoin our team of strategic advisers and architects, differentiated by our industry depth to collaborate with leading solution providers and leverage your experience in strategy, process design, technology enablement, and operational services to enable heart-of-the-business solutions. Our purpose comes through in our work with clients that enables impact and value in their organizations, as well as through our own investments, commitments, and actions across areas that help drive positive outcomes for our communities.
Investment Banking Vice President Diversified Industrials D.A. Davidson & Co.Investment Banking Vice President Diversified IndustrialsDCThe Vice President is expected to translate Director and Managing Director wishes into achievable tasks, assign projects to Associates and Analysts, and see these projects through to completion, be a coach to junior bankers, and build relationships with potential clients. Davidson Companies provides straightforward, personalized advice, nationally recognized research, and capital market investment banking expertise to clients who need help achieving their strategic financial goals.
Analyst III: Health Co-Investment Policy, Audit, & Expenditure Analyst Na Ali'i Consulting & Sales, LLC.Analyst III: Health Co-Investment Policy, Audit, & Expenditure AnalystWashington, D.C.$90,000–$100,000 / yearThe Nakupuna Companies use a market-based compensation strategy to ensure that our employees are compensated within applicable market ranges commensurate with multiple factors, including but not limited to the individual’s particular combination of education, knowledge, skills, competencies, and experience, as well as contract-specific affordability, organizational requirements, and position location. The Office of Program Transition and Supply Chain (PTSC) leads the Department of State’s health systems transition planning on behalf of the Bureau of Global Health Security and Diplomacy (GHSD).
Practice Lead, Finance and Investment (Build and Scale a New Practice) Palladium Global Holdings IncPractice Lead, Finance and Investment (Build and Scale a New Practice)DCOur more than 2,100 staff worldwide work as trusted advisors across diverse contexts, combining deep technical expertise, implementation techniques, and innovative technology to deliver locally informed, client-focused solutions that help organisations achieve measurable, sustainable impact. About Palladium: Operating in over 50 countries, Palladium is a global consulting and implementation company working in partnership with governments, businesses, investors, and communities to design and deliver solutions that create lasting positive impact.
Associate Director, Investment (Program/Budget) U.S. Department of DefenseAssociate Director, Investment (Program/Budget)Washington, DC$186,207–$228,000 / yearThe Associate Director, Investment (Program/Budget) is responsible for the review of the military and the Defense Agency budgets, budget execution and apportionment requests related to research, development, testing, and procurement programs for all items of hardware and equipment, including for land warfare, ships, aircraft, missiles, related electronic equipment, major electronic systems, major space programs, sundry support equipment, and major strategic systems. The Under Secretary of War (Comptroller)/Chief Financial Officer (USW(C)/CFO) is responsible for carrying out the functions assigned to the Department of War in law or regulation, including the responsibilities assigned by Public Law 101-576, the "Chief Financial Officers Act of 1990" (CFO Act).
Vice President, Financial Services Policy & Investment Capstone DCVice President, Financial Services Policy & InvestmentDCAnalysts are responsible for developing unique investment ideas based on rigorous policy analysis for our client base comprised of capital market and private equity investors. A successful candidate will be a highly qualified professional with at least five years of experience in consulting, investment banking, policy analysis, or a related field.
Tax Senior, Tax Analysis & Debt Investments Deloitte Touche Tohmatsu LtdTax Senior, Tax Analysis & Debt InvestmentsVACalculate and/or review taxable income on equity and derivative investments including wash sales, QDI & DRD, REIT & RIC reallocations, PFICs, constructive sales, straddles, section 1256, swaps, and other items using Deloitte's proprietary security trading analysis platform. You'll oversee asset-level diligence and analysis on debt investments, preparation and/or review of debt taxable income calculations, preparation and/or review of debt taxable income reports, communicating with clients, their servicers and/or administrators and lead client resources.
Investment Specialist RangeInvestment SpecialistMcLean, VirginiaBut we’re looking for more than just an investment operations rockstar - we’re looking for someone who is passionate about the markets and is able to quickly digest market news and help distill and disseminate it to our planning team as well as our members. Our ideal candidate has strong interpersonal skills and years of experience managing the operational workload of a private wealth management business.
Finance & Investment Funds Pursuits & Directories Sr Manager DLA Piper LLP (US)Finance & Investment Funds Pursuits & Directories Sr ManagerReston, VA$146,349–$232,701 / yearActs as project manager throughout the pitch and proposal response lifecycle including, but not limited to: facilitating opportunity assessments; tracking opportunities; developing project plans; organizing and conducting kick-off calls with lawyers and colleagues; gathering and drafting relevant content; coordinating with client pricing, BD and other business professional colleagues; incorporating competitive intelligence to tailor responses; and ensuring high quality/error free proposals are submitted. The Finance & Investment Funds Pursuits & Directories Sr Manager, working in collaboration with and in support of the firm's strategic initiatives, ss a member of the Business Development's Pursuit team, the Transactions Pursuits & Directories Manager has a primary responsibility for assisting the Firm win new business through the development of compliant, on-time, best-in-class and client-centric formal RFP responses and pitch response.
ASSOCIATE DIRECTOR, PRIVATE INVESTMENT REPORTING Cresset Capital Management LLCASSOCIATE DIRECTOR, PRIVATE INVESTMENT REPORTINGReston, VA$100,000–$120,000 / yearAdvanced fund accounting and operational knowledge in reporting across the universe of private capital investments (e.g., private equity, private debt, structured credit, real estate, hedge funds, and other open- and closed-ended fund structures). Recognized by Barron's and Forbes among the nation's top RIA firms, and as one of the industry's best places to work,* Cresset is guided by long-term relationships, shared success, and a belief that wealth should serve a life well lived.
Operations Associate and Trader (West Financial Services - Registered Investment Advisor (RIA)) Atlantic Union Bankshares CorpOperations Associate and Trader (West Financial Services - Registered Investment Advisor (RIA))McLean, VAAdvanced proficiency with Microsoft Office Suite, with a strong emphasis on Excel (complex formulas, pivot tables, data manipulation, and workflow optimization). Position Accountabilities Trading & Portfolio Operations Serve as the primary equity trader for the firm, executing trades accurately and efficiently across client accounts.
Manager, Investment Funds DLA Piper LLP (US)Manager, Investment FundsVA$118,523–$164,525 / yearThe Manager, Investment Funds, working in collaboration with and in support of the firm's strategic initiatives, plays a pivotal role in fund administration, partnering with internal and external partners to ensure a best-in class fund management platform, including reporting, governance, capital activity, investor communications, and ongoing investment operations. While the specific job requirements of a DLA Piper position may vary depending upon scope of the job and area of specialty, there are certain universal requirements that are expected of all DLA Piper employees, which include but are not limited to: Effectively communicate, verbally and in writing, with clients, lawyers, business professionals, and third parties.
Software Engineer Manager, Tax Analysis & Debt Investments (TARDI) Deloitte Touche Tohmatsu LtdSoftware Engineer Manager, Tax Analysis & Debt Investments (TARDI)McLean, VA$142,425–$237,375 / yearAs a Manager on the National Federal Tax Services - TARDI team, you will be responsible for: Partnering with business stakeholders and engineering teams to translate tax, financial, and operational requirements into user stories, acceptance criteria, functional specifications, and delivery plans. Within NFTS, the Tax Analysis & Information Reporting for Debt Investments (TARDI) practice helps clients address complex tax planning, reporting, and compliance considerations associated with corporate and government debt, mortgage-backed securities, and asset-backed securities.
Investments Director Cystic Fibrosis FoundationInvestments DirectorBethesda, MD$199,500–$249,400 / yearFor decades, we have been taking major steps and pioneering new ways to advance the mission to find a cure for cystic fibrosis and to provide all people with CF the opportunity to lead long, fulfilling lives by funding research and drug development, partnering with the CF community, and advancing high-quality, specialized care. ESSENTIAL DUTIES AND RESPONSIBILITIES: Drive new sourcing channels through an established network to source insights and prospective opportunities across the globe and all asset classes (public and private equity, venture capital, credit, diversifying assets, and fixed income).
Investment Planning and Analysis Specialist - Multiple Levels Noblis IncInvestment Planning and Analysis Specialist - Multiple LevelsWashington, DC$48,150–$218,475 / yearFor over 25 years, Noblis has provided specialized engineering, acquisition, and program management services to the Federal Aviation Administration (FAA), playing a key role in the acquisition and implementation of mission-critical systems and capabilities across the Air Traffic Organization (ATO) and the Office of NextGen (ANG). Compensation at Noblis is determined by various factors, including but not limited to, the combination of education, certifications, knowledge, skills, competencies, and experience, internal and external equity, location, clearance level, as well as contract-specific affordability, organizational requirements and applicable employment laws.
Investment Planning and Analysis Specialist – Multiple Levels NoblisInvestment Planning and Analysis Specialist – Multiple LevelsWashington, Washington, DC$48,150–$218,475 / yearFull timeResponsibilities: For over 25 years, Noblis has provided specialized engineering, acquisition, and program management services to the Federal Aviation Administration (FAA), playing a key role in the acquisition and implementation of mission-critical systems and capabilities across the Air Traffic Organization (ATO) and the Office of NextGen (ANG). Compensation at Noblis is determined by various factors, including but not limited to, the combination of education, certifications, knowledge, skills, competencies, and experience, internal and external equity, location, clearance level, as well as contract-specific affordability, organizational requirements and applicable employment laws.
Investment Operations Director Georgetown UniversityInvestment Operations DirectorWashington, DC$135,188–$264,291.85 / yearWith the Hilltop Campus located in the heart of the historic Georgetown neighborhood, and the Capitol Campus, just minutes from the U.S. Capitol and U.S. Supreme Court, Georgetown University offers rigorous academic programs, a global perspective, and unparalleled opportunities to engage with Washington, D.C. Our community is a close-knit group of remarkable individuals driven by intellectual inquiry, a commitment to social justice, and a shared dedication to making a difference in the world. Additional duties include, but are not limited to: Prepare performance and analytic reports; maintaining and enhancing risk, liquidity, cash planning and exposure models; working closely with the University's Finance Office, custodian, and other outside software and service providers.
Investment Banking Associate | Industrials (ADG) Houlihan LokeyInvestment Banking Associate | Industrials (ADG)Washington DC, District of Columbia$175,000–$225,000 / yearWith uniquely deep industry expertise, broad international reach, and a partnership approach rooted in trust, the firm provides innovative, integrated solutions across mergers and acquisitions, capital solutions, financial restructuring, and financial and valuation advisory. Our transaction quality and client work benefit from our company culture, where financial professionals are highly engaged in the execution of client projects, and from our experience as leaders in the market for over a decade, which has given our professionals valuable exposure to a variety of situations and challenges.
Impact Investment Operations Associate CapShift LLCImpact Investment Operations AssociateDCResponsibilities • Monitor impact investment portfolio allocations and cash flows • Submit trades to rebalance portfolios and provide liquidity • Process wires, ACH payments, and account transfers • Manage private assets throughout the impact investment lifecycle, including processing subscriptions, capital calls, distributions, valuation changes, and redemptions • Help build scalable and efficient operational solutions • Gain exposure to the unique operational complexity and nuances of a variety of private investments and a philanthropic product recoverable grants • Data Analysis and Reporting • Maintain portfolio positions within Financial Reporting software and Salesforce • Perform account reconciliations • Prepare monthly and quarterly client reporting • Client Service • Work with clients through the onboarding and account opening process • Work closely to provide exceptional service across internal teams as well as with external clients, investment managers, and service providers • Bring creative solutions to the team to help solve unique operational challenges • Provide exceptional service to our colleagues and clients. Qualifications 2 years of relevant work experience, preferably in investment operations, financial services, or trading and portfolio management support across multiple asset classes, including publics and privates A passion to work for a mission-driven and growth-oriented company Acute attention to detail Exceptional Excel and analytical skills Excellent communication, critical thinking, and problem-solving skills Desire to work in a fast-paced, flexible startup environment in which employees are expected to take on multiple responsibilities within tight time frames Excellent organizational and time management skills Positive attitude, proactive, thoughtful, self-motivated, and able to effectively communicate across multiple business units and stakeholders Interest in and knowledge of financial markets and securities Experience working with financial technology software, Morningstar, MSCI, or Portfolio Management Software preferred.
Financial Advisor, Truist Investment Services, Reston, VA Truist Financial CorpFinancial Advisor, Truist Investment Services, Reston, VAReston, VAGeneral Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Please review the following job description: Actively source, deepen, grow and retain client relationships by providing distinctive and personalized investment advice, covering a wide range of products and solutions that are driven by clients'' individual goals, risk tolerances and best interests.
Financial Advisor, Truist Investment Services, McLean, VA Truist Financial CorpFinancial Advisor, Truist Investment Services, McLean, VAMcLean, VAGeneral Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Please review the following job description: Actively source, deepen, grow and retain client relationships by providing distinctive and personalized investment advice, covering a wide range of products and solutions that are driven by clients'' individual goals, risk tolerances and best interests.
Investment Analysis Trainee - Airports Division Ferrovial SEInvestment Analysis Trainee - Airports DivisionDC$34–$41 / hourPosition Overview: We are seeking a highly motivated and detail-oriented Investment Analysis Trainee to join Ferrovial Airports U.S. Corporate Development team-a dynamic, diverse, and high-performing team focused on shaping the future of airport infrastructure. The total compensation package will be determined in accordance with applicable Pay Transparency regulations and aligned with the candidate's professional profile, taking into account the quality and relevance of prior experience, the nature of the organizations in which they have developed their career, as well as their technical and leadership capabilities, among other relevant criteria.
Client Service Associate - West Financial Services - Registered Investment Advisor (McLean, VA) Atlantic Union Bankshares CorpClient Service Associate - West Financial Services - Registered Investment Advisor (McLean, VA)McLean, VAThe Client Service Associate supports the Relationship Managers, Portfolio Managers, and Director of Client Services with a range of activities including the set-up and maintenance of client accounts; compilation and completion of client, custodian, and WFS paperwork; reconciling trades; review and maintenance of client transactions and activity; and execution of client and WFS tasks such as asset transfers, preparation of reports and general support of portfolio and investment strategies. Account Administration: Works with the client to open and fund accounts, using electronic processes whenever possible; ensuring that all required documentation is received and processed without error.
Director, Investment Sales Marcus & Millichap IncDirector, Investment SalesWashington D.C., DCFounded in 1971, Marcus & Millichap (NYSE: MMI) is a premier commercial real estate brokerage firm specializing in investment sales, financing, research, and advisory services. Compensation is derived solely from commissions earned on successfully completed transactions and may vary based on individual performance, transaction volume, and prevailing market conditions.
Real Estate Investment Accountant Accenture PlcReal Estate Investment AccountantArlington, VAThe team's specific responsibilities include reconciliation of transactional data from various sub ledgers Clearwater, Investran, and LMS to the general ledger and ultimately the client s financial statements as well as all related external reporting for investments 10Q K, Financial Supplement, STAT Audited Financials and Investment NAIC reporting. Key Responsibilities: Manage the accounting processes related to the monthly and quarterly accounting close to ensure accuracy of invested assets data specifically work on real estate funds and review property financials.
Financial Investment Sales Executive Axelon Services CorporationFinancial Investment Sales ExecutiveWashington, DC$175,000–$250,000 / year5-20 years of successful sales experience in financial advisory, wealth management, or banking/finance. Seeking a successful sales executive with a strong track record in financial investment sales.
KippsDeSanto - Investment Banking Associate Capital OneKippsDeSanto - Investment Banking AssociateMcLean, VirginiaKippsDeSanto - Investment Banking Associate KippsDeSanto is focused on providing comprehensive investment banking services – primarily M&A, private financing, and strategic advisory – to middle market aerospace, defense, government services and enterprise technology companies. Candidates hired to work in other locations will be subject to the pay range associated with that location, and the actual annualized salary amount offered to any candidate at the time of hire will be reflected solely in the candidate’s offer letter.
Financial Investment Sales Executive AxelonFinancial Investment Sales ExecutiveWashington, DC5-20 years of successful sales experience in financial advisory, wealth management, or banking/finance. Seeking a successful sales executive with a strong track record in financial investment sales.
Investment Funds Attorney Scion Staffing IncInvestment Funds AttorneyWashington, DCJoin a nationally respected firm with an expanding footprint and exceptional reputation for serving sophisticated sponsors, fund managers, family offices, institutional investors, and private capital platforms. This opportunity is ideal for an accomplished attorney currently practicing in BigLaw, AmLaw, or an elite investment management / private funds practice who is seeking a more strategic, growth-oriented environment without sacrificing sophistication, compensation, or caliber of work.