Investment Risk Associate

Investment Advisor Role SummaryWe are seeking an experienced Investment Advisor Associate to join our team. In this role, you will be responsible for working with clients to develop and implement comprehensive investment strategies.The ideal candidate will have a strong background in finance and excellent analytical skills. You will analyze clients' risk...

This role requires a high level of technical expertise, including proficiency in Microsoft Office (Outlook, Word, Teams, Excel), Zoom, and CRM systems such as Practifi (Salesforce). Familiarity with custodian platforms (e.g., Fidelity, Schwab) and eMoney is also preferred.The successful candidate will be able to design and implement portfolio strategies to...

About Ensemble VC At Ensemble VC, we're not just investors—we're innovators. We're a data-driven venture capital firm pioneering a bold, highly scaled approach to seed-stage investing. By leveraging a proprietary data science platform and collaborating with the best minds in venture, we're uncovering hidden opportunities and shaping the future of...

About the Firm We are partnering with a high-growth investment bank that is seeking to add an Associate to its collaborative and dynamic team . The firm specializes in middle-market M&A (sell-side) transactions , offering a clear path to promotion and exposure to high-profile deals . The firm has a strong deal pipeline and a tight-knit...

Our TeamWe are a team of dedicated professionals committed to advancing the financial lives of our clients. As an Associate Wealth Advisor, you will be part of a collaborative and dynamic team that values excellence, integrity, and innovation. We strive to exceed client expectations and foster meaningful relationships through our exceptional service and...

Angeles is a multi-asset investment firm, founded to provide sophisticated, customized, global investment solutions to both institutional and private wealth clients. Employee-owned since its founding in 2001, Angeles oversees approximately $7 billion in discretionary assets as well as over $30 billion in non-discretionary assets. Angeles' expertise includes...

As a leading firm in retirement plan consulting and wealth management, we recognize the importance of exceptional service, the power of collaboration, and the value of delivering on promises. Our team is composed of dedicated professionals committed to advancing the financial lives of clients. We aim to exceed client expectations and foster meaningful...

About the Position:The Senior Associate will play a critical role in supporting the Investment Analytics group by managing the team's efforts in project valuation, supporting development strategy and market entry, conducting quarterly portfolio valuation and solar development pipeline analysis, and developing investment recommendation memos evaluating...

The Venture University Investor Accelerator is a high-quality investment training program designed for individuals seeking to gain experience in venture capital and private equity investing.Through the program, participants will have the opportunity to source deals, conduct due diligence, participate in partner meetings and investment committees, and make...

As a leading firm in retirement plan consulting and wealth management, we recognize the importance of exceptional service, the power of collaboration, and the value of delivering on promises. Our team is composed of dedicated professionals committed to advancing the financial lives of clients. We aim to exceed client expectations and foster meaningful...

Join to apply for the Senior Associate, Investment Analytics role at Cypress Creek Renewables.3 days ago Be among the first 25 applicants.The CompanyCypress Creek Renewables is powering a sustainable future, one project at a time. We develop, finance, own and operate utility-scale and distributed solar and storage projects across the country. Fostering a...

Join to apply for the Senior Associate, Investment Analytics role at Cypress Creek Renewables.The CompanyCypress Creek Renewables is powering a sustainable future, one project at a time. We develop, finance, own and operate utility-scale and distributed solar and storage projects across the country. Fostering a diverse group of innovative thinkers from all...

The CompanyCypress Creek Renewables is powering a sustainable future, one project at a time. We develop, finance, own and operate utility-scale and distributed solar and storage projects across the country. Fostering a diverse group of innovative thinkers from all backgrounds, Cypress people are drawn to work in a purpose-driven organization. We hope you...

Company OverviewRETS Associates is a reputable real estate investment firm based in San Francisco's Financial District, serving as a trusted partner for clients seeking value-add and core office investments in Seattle, Northern California, and Southern California, as well as multifamily properties in similar markets.

Job DescriptionThe Senior Associate will be responsible for complex financial modeling, deal execution, investment memoranda, presentations to lenders and investors, and asset management/portfolio analysis. A Bachelor's degree with a proven track record of academic achievement and 5-7 years of experience within a commercial real estate firm are required.

A leading boutique investment banking firm serving growing technology companies through M&A and capital raising advisory services is hiring an investment analyst. Firm was founded in 2011 and is headquartered in San Francisco where we service our clients across the globe. We are committed to providing excellent financial and strategic advisory services to...

Job DescriptionThis role is responsible for ensuring the Bank's compliance with the Bank Secrecy Act and USA Patriot Act. The Senior BSA Compliance Analyst performs various quality controls reviews and monitoring pertaining to the Bank Secrecy Act, USA Patriot Act, Anti-Money Laundering Program, OFAC, and Customer Identification Program compliance using...

Company OverviewWorld Insurance Associates ("World") is a unique financial services organization with a global network of brokers and specialists who empower people to make informed decisions to improve their risk management outcomes, modernize their benefits programs, and help them achieve their long-term financial goals.  Founded in 2011, World is one of...

Our client, a boutique investment firm is seeking for an Investment Analyst to join their team in Santa MonicaKey Responsibilities Investment & Market Research: Support the VP of Finance in analyzing new and existing investments, conducting in-depth market and data research to guide decision-making.Prepare financial models and forecasting analysis to assess...

Job Summary:We are seeking a highly skilled Investment Portfolio Manager to join our team. As an Investment Portfolio Manager, you will be responsible for managing and maintaining client portfolios, conducting investment research, and providing expert advice on asset allocation and investment strategies.In this role, you will have the opportunity to work...