Senior Investment Manager

Position Overview Performance Trust Capital Partners is in search of a Senior Analyst to join our Investment Banking division. We are looking for candidates with exceptional quantitative and analytical abilities to play a crucial role within our deal teams. This position offers the chance to collaborate closely with experienced bankers, engaging in...

Title: Investment Banking Managing DirectorCompany Summary: We are currently partnered with a leading specialty investment bank looking to add senior talent to add to their existing coverage areas and build out new coverage areas within the bank. This opportunity provides extensive resources to assist in your success while having the opportunity to truly...

Description Performance Trust Capital Partners is seeking a Senior Analyst for our Investment Banking team. We are pursuing candidates with strong quantitative and analytical skills to be an integral member of deal teams. This is an opportunity to work closely with senior bankers in our Charlotte office, executing transactions and advisory assignments on...

Senior Accounting SpecialistHybrid work model preferredAbout CuriCuri is a comprehensive advisory firm dedicated to supporting physicians and medical practices. We pride ourselves on being strong advocates for physicians, astute business professionals, and reliable partners. Our diverse offerings in advisory services, capital solutions, and insurance are...

Join Our Mission-Driven TeamRole OverviewThe Investment and Financial Planning Consultant is dedicated to providing tailored advisory and planning services to our members. This role encompasses various financial domains including insurance, investment strategies, trust management, estate organization, and retirement preparation. The goal is to assist members...

Join Our Team at State Employees' Credit UnionObjectiveAs a Financial Advisory Services Specialist, you will play a crucial role in providing tailored advisory and planning solutions to our members. Your focus will be on areas such as insurance, investment strategies, trust services, estate management, and retirement planning. The goal is to assist members...

Job OverviewSunrise Senior Living is a leading provider of senior living communities, and we're seeking a highly skilled Senior Maintenance Manager to join our team. As a Senior Maintenance Manager, you will be responsible for the day-to-day operations of Facilities Management functions in our communities.Responsibilities:Maintain a safe, clean, and...

Title: Investment Banking Analyst Company Summary: We are currently partnered with a top tier PE backed Insurance and Financial Services company looking to add a Investment Banking Analyst to their growing team. This Investment Banking Analyst will have the opportunity to join a team that is on track to have another record year gaining buy-side M&A reps...

SelectLeaders is in search of a dedicated and detail-oriented Investment Portfolio Analyst to enhance our team. The successful candidate will demonstrate exceptional analytical capabilities, a comprehensive understanding of multi-family property operations, and a keen interest in investment management strategies. This position plays a vital role in...

Job Summary:CAPTRUST is seeking a seasoned Executive Leader to lead, mentor, and develop a team of Project Managers within the organization. This role involves setting best practices, driving project management excellence, and ensuring the successful execution of projects across the firm.Key Responsibilities:Lead a team of Project Managers, provide guidance,...

Job Description Tiverton is seeking a proactive and resourceful Analyst who can provide the highest quality financial and investment analysis for Tiverton, while also undertaking various other tasks endemic to a young, fast-growing company. The desired candidate will be a problem solver with the desire to work in a dynamic environment. The Analyst will be an...

Job DescriptionJob DescriptionCompany DescriptionTiverton is an investment firm exclusively focused on the food and production agriculture sector. The firm oversees $2.0+ billion of assets across debt and equity strategies in the US. The team combines deep agricultural operating experience and financial professionals to provide tailored, long-term capital...

Job DescriptionTiverton is seeking a proactive and resourceful Analyst who can provide the highest quality financial and investment analysis for Tiverton, while also undertaking various other tasks endemic to a young, fast-growing company. The desired candidate will be a problem solver with the desire to work in a dynamic environment.The Analyst will be an...

Investment Accountant Job Summary: The Investment Accountant will be responsible for managing and overseeing the accounting activities related to the company's investment portfolio. This role requires a thorough understanding of investment accounting principles, financial reporting, and regulatory requirements. The ideal candidate will have experience in...

Job DescriptionJob DescriptionSalary: OVERALL FUNCTION:Meridian Financial is seeking a full-time Investment Coordinator to be responsible for investment client onboarding and servicing, including client information gathering, new account set up, asset movement, rollover calls, and other client and advisor requests as needed. Other duties to be added as...

Job DescriptionJob DescriptionSalary: OVERALL FUNCTION:Meridian Financial is seeking a full-time Investment Coordinator to be responsible for investment client onboarding and servicing, including client information gathering, new account set up, asset movement, rollover calls, and other client and advisor requests as needed. Other duties to be added as...

Investment AccountantJob Summary: The Investment Accountant will be responsible for managing and overseeing the accounting activities related to the company's investment portfolio. This role requires a thorough understanding of investment accounting principles, financial reporting, and regulatory requirements. The ideal candidate will have experience in the...

Job DescriptionJob DescriptionSalary: OVERALL FUNCTIONAltius Wealth is seeking an Investment Associate to provide support to the Director of Investments serving new and existing clients on their investment strategies. This role will also support the team on financial planning analysis and the development of strategies for clients. Specific responsibilities...

If you are motivated and believe in the credit union philosophy of "People Helping People," join our team!PurposeThese FAS Specialists are responsible for delivering advisory and planning solutions to members in areas such as insurance, investments, trust services, estate planning, and retirement planning in order to assist members in identifying financial...

Position OverviewPathway Capital Management offers remote work opportunities for this role.About Pathway Capital Management:Pathway Capital Management is a prominent provider of private market portfolio solutions, established in 1991, overseeing assets exceeding $85 billion across private equity, private credit, and infrastructure sectors. We specialize in...