Private Wealth Analyst

The Anderson Search Group is seeking a seasoned Wealth Advisor to join their Irvine-based affiliate of a prominent financial institution. This is an exceptional opportunity to leverage the bank's robust internal referral channels to target high-net worth clients and prospects in the Irvine market.About the Role:As a Wealth Advisor, you will have access to...

About CressetCresset is a pioneering, independent, multi-family office and private investment firm that is revolutionizing the way people experience wealth. Our mission is to provide unparalleled access to the expertise, ideas, and investment opportunities available to the largest single-family offices and endowments. With a strong focus on personalized...

About CressetCresset is a pioneering, independent, multi-family office and private investment firm that is revolutionizing the way individuals experience wealth. Our mission is to provide unparalleled access to top talent, innovative ideas, and investment opportunities, mirroring those available to the largest single-family offices and endowments. With a...

Unlock Your Potential as a Junior Financial AdvisorNorthStar Wealth Group, a Private Wealth Advisory Practice of Ameriprise Financial Services, LLC, is seeking a talented Junior Financial Advisor to join our team. As a key member of our Rockford team, you will have the opportunity to work with our experienced advisors to deliver exceptional client service...

Job Title: Investment Performance Analyst/ Portfolio ManagerJob Type: Full Time / W2 ContractKey Responsibilities:10+ years of operational experience in financial services Industry.Strong analytical and data analysis skills with a proven track record of working with large data sets and formulating interpretation and supporting others in creating...

About UsDavid Vaughan Investments, LLC is a leading investment firm that prides itself on its exceptional team of professionals who are dedicated to serving the best interests of our valued clients. Our team-based approach is built on mutual respect, integrity, and a passion for delivering exceptional results.Job SummaryWe are seeking an experienced...

Senior Wealth Planning StrategistAs a key member of our team at Cornerstone Advisors - Ensure You'll Endure™, you will play a vital role in helping our clients achieve their financial goals. Your expertise in wealth planning will be instrumental in developing and implementing comprehensive plans that address their unique needs and circumstances.Key...

Senior Wealth Management Executive OpportunityAbout Our ClientOur client is a leading Asian company that offers wealth management, asset management, and other financial services. They distribute investment products and manage various investments for high-net-worth clients.Key Responsibilities1. Establish a local marketing team and develop a customer...

Private Equity Associate Job DescriptionWe are seeking a highly skilled and experienced Private Equity Associate to join our investment team at Selby Jennings. As a key member of our team, you will play a crucial role in evaluating investment opportunities, supporting portfolio management, and driving value creation across multiple sectors.Key...

Job Title: Senior Wealth ManagerLocation: RemoteDuration: Full Time / Direct Hire / PermPay: $75,000 - $125,000 Depending on experienceNumber of Positions: 1JOB OVERVIEWThe Senior Wealth Manager is responsible for managing high-net-worth client relationships, providing exceptional service, and fostering deep connections.Responsibilities include:Managing a...

Job Title: Portfolio ManagerHeritage Wealth Management, Inc. is seeking a seasoned Portfolio Manager to join our team. As a key member of our investment team, you will be responsible for managing private equity and real estate investments, as well as public market portfolios.Key Responsibilities:Manage private equity funds of funds and SPVs, including...

Private Placement Fund AnalystB2U Storage Solutions is a leading provider of integrated repurposing services for EV batteries in large-scale Battery Energy Storage Systems (BESS). Our patented EPS technology enables us to deploy EV battery packs without incurring repurposing costs.Key Responsibilities:Sell-Side Analysis: Conduct sell-side analysis to support...

Hybrid Credit/Equity Research AnalystPunch & Associates Investment Management, Inc.Punch & Associates Investment Management, Inc. is a Minneapolis-based, independent wealth and investment management firm with $2 billion of assets serving a select number of institutions and families of substantial wealth. Our mission is to enable families and institutions to...

Private Funds Advisory RoleWe are seeking a highly motivated and experienced Analyst to join our Private Funds Group at Venture Search, a Boutique Investment Bank.Our client is a leading Investment Bank that has seen significant growth and partnered with top Private Equity & Credit Funds globally.Key Responsibilities:Conduct thorough Due Diligence on Private...

About BTG PactualBTG Pactual is a leading investment bank in Latin America, operating in various sectors including investment banking, corporate lending, sales & trading, wealth management, asset management, and digital investments. With a strong focus on clients, excellence, and a long-term vision, the bank has established itself as a major player in the...

About the RoleWe are seeking a highly motivated and detail-oriented Investment Analyst to join our Investment Team in San Francisco. As an Investment Analyst, you will play a critical role in supporting our investment and portfolio management efforts, including financial modeling, research, and analysis.Key ResponsibilitiesDevelop and maintain financial...

Financial Advisor OpportunityCharter Oak Capital Management, a privately owned independent wealth management firm, is seeking a motivated Financial Advisor to join our Portsmouth, NH location.As a Financial Advisor, you will be the primary contact for clients, managing relationships, formulating and implementing financial plans, and providing investment...

About UsMiracle Mile Advisors is a nationally ranked investment advisory firm with a strong presence in the US. We specialize in providing sophisticated financial planning and investment advice to high-net-worth families. Our firm has received numerous awards and has been featured in top media outlets. We are committed to delivering exceptional service and...

Job Title: Portfolio Performance AnalystA leading private equity investment manager is seeking a highly skilled Portfolio Performance Analyst to join their team. This role will be responsible for tracking, monitoring, and reporting the performance of a series of private equity and credit funds.Key Responsibilities:Develop and maintain complex financial...

Valuations Analyst Job OpportunityA leading hedge fund is seeking a skilled Valuations Analyst to join their Middle Office team. The ideal candidate will have experience with valuations of both public and private clients, as well as proficiency in DCF analysis, precedent transactions, and comparable company analysis.Key Responsibilities:Perform valuations of...