Investment Associate Marquette AssociatesInvestment AssociateChicago, ILSupport asset class leaders with investment manager research by collecting/analyzing data, attending investment manager meetings, and helping create client-ready deliverables, education materials, and manager reports/analysis. The Investment Associate is responsible for working collaboratively with colleagues on the consulting and manager research teams to collect and synthesize data, support analytical work and gather information required for client deliverables.
Sr Investment Banking Associate - Healthcare Truist Financial CorporationSr Investment Banking Associate - HealthcareAtlanta, GASenior 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.
Investment Banking Equity Capital Markets Associate Nomura Holdings IncInvestment Banking Equity Capital Markets AssociateNew York, NY$175,000–$200,000 / yearAs a member of the Investment Banking - Equity Capital Markets team, you will be working with managing directors, executive directors, and vice presidents on servicing and executing client transactions across various equity products, including but not limited to: IPO/Follow-ons, PIPE, Private Placement, SPAC, and ATMs. By connecting markets East & West, we service the needs of individuals, institutions, corporates and governments through our four business divisions: Wealth Management, Investment Management, Wholesale (Global Markets and Investment Banking) and Banking.
Investment Banking Associate / Vice President - Aero, Defense & Government: Overview Jefferies Financial Group IncInvestment Banking Associate / Vice President - Aero, Defense & Government: OverviewCharlotte, NC$175,000–$225,000 / yearThe Associate will play a critical role in executing M&A, strategic advisory, equity and debt financing transactions for domestic and international clients across the aerospace, defense, government services, and related industrial sectors. Jefferies is a leading global, full-service investment banking and capital markets firm that provides advisory, sales and trading, research, and wealth and asset management services.
Investment Banking Associate - TMT Jefferies Financial Group IncInvestment Banking Associate - TMTDallas, TX$150,000–$200,000 / yearThis role is ideal for candidates seeking to deepen their transaction execution experience and build expertise within the rapidly evolving TMT sector while working in a collaborative, fast-paced investment banking environment. Jefferies is a leading global, full-service investment banking and capital markets firm that provides advisory, sales and trading, research, and wealth and asset management services.
2027 Investment Banking Summer Associate Program - San Francisco, Technology, Media & Telecom Group Jefferies Financial Group Inc2027 Investment Banking Summer Associate Program - San Francisco, Technology, Media & Telecom GroupSan Francisco, CAJefferies Global TMT Group provides a full range of investment banking services (M&A, Equity Capital Markets, Leveraged Finance, and Restructuring) to growth stage and established public and private companies in a number of segments: Software, Internet, Technology Services, FinTech, Communications Technology, Semiconductors & Electronics, Mobility, Media and Telecom. Jefferies' lean deal team structure affords Summer Associates the opportunity to work closely with senior bankers on pitches and live deals while overseeing Summer Analysts' work product.
NewInvestment Banking Associate, Capital Advisors FORVIS, LLPInvestment Banking Associate, Capital AdvisorsCharlotte, NC$19–$85 / hourForvis Mazars, LLP expressly reserves the right not to consider any unsolicited referrals, resumes or CVs from vendors including and without limitation, search firms, staffing agencies, fee-based referral services, and recruiting agencies. Specializing in mergers and acquisitions, capital formation, and succession planning, the team serves family-owned, entrepreneur-led, and closely held businesses with objective, high-quality financial advice.
NewSenior Investments QA Lead (Techno/Functional) Platinum Resource GroupSenior Investments QA Lead (Techno/Functional)Newport Beach, CA$70.42 / hourYou will play a critical role in early bug detection, root cause analysis, and ensuring smooth delivery of high-impact financial features. Perform SQL-based data testing, including joins, aggregations, and large dataset validation.
Internship in Investment/Strategy Research (Undergraduate & Master''''s) Dimensional Fund AdvisorsInternship in Investment/Strategy Research (Undergraduate & Master''''s)Austin, TXDepending on what team within Research you are assigned to, projects may include the following: Perform analysis on portfolios and prospective strategies; Execute and analyze simulations for research on asset pricing models and economics studies; Conduct empirical research related to Dimensional's investment strategies and a variety of investment topics; Review relevant academic papers and present findings to internal research teams; and. The Internship is open to students in finance, economics, mathematics, statistics, computer science, physics, engineering, and other related quantitative fields who expect to complete their degree in December 2027-June 2028.
Investment Associate The Scion GroupInvestment AssociateChicago, IL$125,000–$150,000 / yearThis position is a senior role within the investments team working group who will focus on delivering financial modeling, research and presentations as well as communicating with all external constituents associated with pending transactions and portfolio management initiatives. For real estate finance professionals with a few years of professional experience, this is an exciting opportunity to join a dynamic and growing team and gain invaluable transaction and investment related experience.
Internship in Investment Engineering (Undergraduate & Master''''s) Dimensional Fund AdvisorsInternship in Investment Engineering (Undergraduate & Master''''s)Austin, TXDepending on what team within the IE group you are assigned to, projects may include the following: Help manage and distribute quality data and analysis to aid the portfolio management and sales processes; Build new tools to enhance investment processes; Help define and build data structures for distribution of data to end consumers; Perform analysis on portfolios and prospective strategies; and. Investment Engineering is responsible for ownership of investment data and analysis tools, which means managing said data from acquisition through distribution, driving analysis to create insights from data, and creating the end analysis consumed by internal and external clients and reports.
Director, Investments, Derivatives Management and Trading (Hybrid) TruStage Financial Group IncDirector, Investments, Derivatives Management and Trading (Hybrid)Madison, WICore Functional Responsibilities: Lead design, execution, and governance of derivative strategies in close partnership with ALM and Product, including: RILA hedging programs (primary focus; options-based strategies supporting buffers, caps, GLWBs, and crediting structures). This role serves as a market-facing leader and thought leader in derivatives, actively engaging with external counterparties and industry participants to inform strategy, drive best practices, and ensure the organization remains at the forefront of evolving market dynamics and regulatory developments.
Vice President Investment Banking Healthcare WEDBUSH, Inc.Vice President Investment Banking HealthcareSan Francisco, CA$200,000–$225,000 / yearYou have worked on multiple capital markets transactions or M&A deals, preferably within healthcare or life sciences sectors, and possess the technical skills and professional maturity to operate with increasing independence. From breakthrough therapeutics and precision medicine to digital health platforms and medical technology, the convergence of science, data, and patient care is creating extraordinary opportunities for sophisticated financial advisory and capital formation.
Asset Management - Investment Grade Credit Portfolio Manager - Executive Director JPMorgan Chase Bank, N.A.Asset Management - Investment Grade Credit Portfolio Manager - Executive DirectorNew York, NYFull timeThis process has helped us generate consistent alpha from sector and security selection over the longer term, across conservative buy and hold strategies, benchmarked accounts with differing alpha targets, and total return-focused portfolios, including those within our flagship multi-asset strategies. Provide weekly thematic relative value/market-direction updates that provide monetizable opportunities and present differing views with supporting evidence to challenge and strengthen team positioning.
Asset Management - Alternatives Investment Risk Associate JPMorgan Chase Bank, N.A.Asset Management - Alternatives Investment Risk AssociateNew York, NYFull timeAs an Analyst or Associate in Asset Management Risk, you will support the AM Investment Risk Team in managing investment risks across our portfolios within the Alternatives Business, with a primary focus on monitoring portfolios and highlighting emerging risks. Working closely with investment teams and control functions, you will help develop and maintain understanding of risk profiles of funds and portfolios and contribute to the enhancement of risk oversight processes as the platform evolves.
Platform Owner - Strategic Investment Platforms Thrivent Financial for LutheransPlatform Owner - Strategic Investment PlatformsMinneapolis, MN$139,139–$188,247 / yearReporting to the Director, Investments Technology & Data, this role is accountable for building strong vendor partnerships, coordinating vendor-led and internally led initiatives, and partnering with front office stakeholders to drive adoption and measurable improvements in investment workflows and business outcomes. The Platform Owner- Strategic Investment Platforms is accountable for driving value realization from our strategic investment platforms, including BlackRock's Aladdin Enterprise, Bloomberg and FactSet, by optimizing adoption and utilization, reducing friction in front-office workflows, and ensuring delivery of vendor roadmap commitments end-to-end.
Associate - Investment Manager Oversight MetLife IncAssociate - Investment Manager OversightNY$116,900–$136,000 / yearRecognized on Fortune magazine\''s list of the "World\''s Most Admired Companies", Fortune World's 25 Best Workplaces, as well as the Fortune 100 Best Companies to Work For, MetLife, through its subsidiaries and affiliates, is one of the world's leading financial services companies; providing insurance, annuities, employee benefits and asset management to individual and institutional customers. All employment decisions are made without regards to race, color, national origin, religion, creed, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity or expression, age, disability, marital or domestic/civil partnership status, genetic information, citizenship status (although applicants and employees must be legally authorized to work in the United States), uniformed service member or veteran status, or any other characteristic protected by applicable federal, state, or local law ("protected characteristics").
Associate, Investment Banking - Private Capital Advisory (Primaries) MoelisAssociate, Investment Banking - Private Capital Advisory (Primaries)New York, NY$175,000–$225,000 / yearThe Primaries team within Moelis Private Capital Advisory is a leading capital raiser and strategic advisor to global alternative investment managers, advising general partners on the launch and execution of new fund vehicles - flagship and successor funds, first-time funds, separately managed accounts, and co-investment and fundless-sponsor vehicles - across strategies including buyout, growth equity, venture, distressed/turnaround, infrastructure, mezzanine, credit, and real assets. The team positions the fund, builds the LP order book, and runs the process through to final close, working closely with industry and product groups across Moelis and maintaining deep relationships with institutional LPs globally, including pension plans, endowments, sovereign wealth funds, insurance companies, and funds-of-funds.
Investment Actuary - Cigna Investment Management - Hybrid The Cigna GroupInvestment Actuary - Cigna Investment Management - HybridCTOur ideal candidate has experience in insurance portfolio management or asset liability management, enjoys solving complex problems with smart people while managing competing priorities, has both big picture thinking and attention to detail and likes working with teams across Cigna and within CIM. Management of assigned international and US Insurance portfolios, development of portfolio strategies, monitoring portfolio metrics, managing liquidity, credit, interest rate risks, implementing purchase and sale programs and allocating investments.
Tax Senior, Tax Analysis & Debt Investments Deloitte Touche Tohmatsu LtdTax Senior, Tax Analysis & Debt InvestmentsMcLean, VACalculate 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.