Investment Advisor Support Specialist

Insight Investment Trading Systems Support AnalystAs a vital member of our team, you will:Deliver user-centric assistance across all sectors of the Insight Investment operations.Assess and prioritize challenges based on their potential impact on business continuity.Formulate lasting resolutions for recurring issues.Take ownership of reported concerns from...

Advisor Group Careers Senior Vice President, Capital Markets and Investment Banking - Healthcare Sector Advisor Group is seeking a seasoned Senior Vice President to join our healthcare investment banking division. The ideal candidate will possess a robust background in private placements, PIPE transactions, registered directs, and follow-on offerings, along...

Job SummaryWe are seeking a highly experienced and dynamic Investment Banking Director to join our team at Advisor Group. The ideal candidate will have a proven track record in investment banking, exceptional leadership skills, and a deep understanding of the financial markets.Key Responsibilities:Develop and execute business strategies to drive growth in...

Position OverviewThe Financial Advisor plays a crucial role in delivering comprehensive financial planning, investment guidance, and asset management tailored to meet the diverse needs of both individual and business clients. This position involves evaluating clients' investment portfolios and financial goals to provide strategic advice aimed at achieving...

Position OverviewThe Financial Advisor plays a crucial role in delivering financial strategies, investment guidance, and planning services tailored to meet the diverse needs of both individual and business clients. This position involves evaluating clients' investment portfolios and financial goals, offering expert advice to help them achieve their financial...

Division OverviewOur Technology division provides the tools and services to enable our Investment teams to deliver innovative, high-quality, secure, cost-effective, and scalable solutions and services to our clients. Most of the applications are built in-house, allowing for quick adaptation to business needs and differentiation in the industry. The team...

Position: Senior Wealth Advisor / Relationship ManagerCompany: Avior Executive Search, IncWe are collaborating with a prominent and growing International Private Banking institution that operates a well-regarded Registered Investment Advisor (RIA) across various locations in the United States. Our client is in search of a Senior Wealth Advisor to join their...

Job OverviewSideRamp is seeking a seasoned Financial Advisor to join our team as a contract position. As a key member of our organization, you will be responsible for providing expert financial guidance to our clients, helping them achieve their long-term financial goals.Key Responsibilities:Financial Planning: Develop comprehensive financial plans for...

Job SummaryThe Senior RFP Specialist is a key member of the Virtus Investment Partners team, responsible for preparing responses to institutional and retail RFPs and due diligence questionnaires. This role requires strong communication and organizational skills, as well as the ability to work under tight deadlines.Key ResponsibilitiesResponse Preparation:...

Position Overview At EisnerAmper, we seek professionals who embrace innovation, foster creativity, and are passionate about making a difference. Whether you are at the beginning of your career or are an experienced expert, the EisnerAmper journey is truly unique. You will have the opportunity to shape a fulfilling career with the resources necessary for...

Investment Operations Support Specialist A-STAFFING, INC. is looking for a committed professional to join our Real Asset Investment division as an Operations Support Specialist. This position is essential for delivering operational assistance to facilitate effective oversight of cash flow and asset information. Candidates with a background in Finance,...

Position OverviewAt EisnerAmper, we seek professionals who embrace innovation, foster creativity, and are motivated to make a significant impact. Whether you are at the beginning of your career or advancing as an experienced expert, the EisnerAmper journey is unparalleled. We empower you to shape a fulfilling career by providing the necessary resources and...

Job SummaryWe are seeking a highly organized and detail-oriented Administrative Support Specialist to join our team at Kennedy Lewis Investment Management. As an Administrative Support Specialist, you will play a critical role in ensuring the smooth operation of our office.Key ResponsibilitiesAdministrative SupportProvide administrative support to our...

About the RoleWe are seeking a highly skilled Private Equity Investment Manager to join our team at Macquarie Global Services. As a key member of our investment team, you will be responsible for supporting business plan development and overall due diligence workstreams, including overseeing advisors and driving transaction workplans.Key ResponsibilitiesDrive...

Job OverviewAbout Us:Oppenheimer & Co. Inc. stands as a prominent middle-market investment banking firm and comprehensive broker-dealer, with a legacy that traces back to 1881. Our organization provides an extensive array of financial services, encompassing retail securities brokerage, institutional sales and trading, investment banking, equity and fixed...

About the RoleWe are seeking a highly skilled Private Equity Investment Manager to join our team at Macquarie Global Services. As a key member of our investment team, you will be responsible for supporting business plan development and overall due diligence workstreams, including overseeing advisors and driving transaction workplans.Key ResponsibilitiesDrive...

Job OverviewAbout Oppenheimer & Co. Inc.:Oppenheimer & Co. Inc. is a prominent middle-market investment banking firm and comprehensive broker-dealer. Established in 1881, the firm is involved in a diverse array of services within the financial sector, encompassing retail securities brokerage, institutional trading, investment banking (both corporate and...

About the RoleWe are seeking a highly skilled Investment Steering Specialist to join our Asset Management team at Swiss Re. As a trusted advisor, you will play a critical role in crafting and implementing our overall investment strategy, ensuring alignment with our clients' needs and regulatory requirements.Key Responsibilities:Analyze and Implement...

About the RoleThe Financial Services Associate will be primarily responsible for providing investment operations and consulting support to clients. This role will involve working closely with members of the consulting, research, and performance teams to coordinate and implement firm-wide best practices.Key ResponsibilitiesProvide investment operations and...

About the RoleWe are seeking a highly skilled Investment Steering Specialist to join our team at Swiss Re. As a trusted advisor, you will play a critical role in crafting an optimal Strategic Asset Allocation (SAA) for our insurance company clients.Key Responsibilities:Analyze and Implement Investment Strategy: Develop and execute a comprehensive investment...