Investment Associate

About The Donerail GroupWe are a financial services firm with a strong presence in the investment banking advisory space, providing M&A advisory services to large public and private companies. Our team is passionate about delivering exceptional results and creating value for our clients.Job SummaryWe are seeking a highly motivated and experienced Investment...

About The Donerail GroupWe are a financial services firm with a unique approach to investment banking advisory services. Our team is dedicated to providing expert guidance to clients and portfolio companies in the areas of mergers and acquisitions, corporate finance, and transaction advisory.Job SummaryWe are seeking a highly motivated and experienced...

Job SummaryWe are seeking a highly motivated and detail-oriented Real Estate Investment Associate to join our Private Real Estate Debt Investment team at Heitman LLC.Key ResponsibilitiesInvestment Analysis: Assist in analyzing and underwriting real estate debt opportunities across the western region of the US, including senior debt, mezzanine, and preferred...

Monroe Capital Corporation is seeking qualified candidates to join its investment team in a dynamic role focused on underwriting and managing investments for our private credit funds.Key Responsibilities:Evaluate potential investment opportunities through comprehensive analysis of offering documents, industry insights, financial statement scrutiny, and...

Investment Team MemberMonroe Capital Corporation is seeking a highly skilled investment professional to join its team in the Los Angeles office.Job SummaryThe ideal candidate will have 2-5 years of experience in leveraged finance, investment banking, or corporate banking, with a strong academic record from a top-tier undergraduate university.Key...

About the RoleWe are seeking an Associate-level investment professional to join our team at BlackRock, Inc. in the Private Credit, Direct Lending division. This role will be responsible for identifying and underwriting new investments, monitoring existing positions, and broader fund performance reports.Key Responsibilities:Conduct thorough research on...

Client Services AssociateGerber Kawasaki Wealth and Investment Management is a leading Independent Wealth and Investment Management firm seeking a highly skilled Client Services Associate to join our team. This is an exceptional opportunity for a motivated individual to grow and develop their career in a dynamic and supportive environment.Key...

About the RoleWe are seeking a highly experienced and skilled Tax Director to join our team at Gerber Kawasaki Wealth and Investment Management. As a key member of our organization, you will be responsible for managing the entire tax department and providing expert guidance on taxation matters.Key ResponsibilitiesLeadership and ManagementSupervise and mentor...

About the RoleWe are seeking a highly skilled Investment Consultant to join our team at Fidelity Investments. As an Investment Consultant, you will play a critical role in helping our clients achieve their financial goals by providing expert investment advice and guidance.Key ResponsibilitiesDevelop and implement customized financial plans for clients using...

Job Description**About the Role**Top Tier Reps LLC is seeking a highly skilled and experienced Corporate Associate to join our Capital Markets and Public Companies group. As a key member of our team, you will be responsible for advising public companies on various matters, including SEC compliance, disclosure, governance, and exchange issues.Key...

About the RoleFidelity Investments is seeking a highly skilled Investment Consultant to join our team in the Investor Center. As an Investment Consultant, you will play a critical role in developing customized financial plans for our clients using a wide range of products and services.Key ResponsibilitiesFinancial Planning: Effectively utilize Fidelity's...

About the RoleWe are seeking a highly skilled and detail-oriented Client Services Associate to join our team at Dimensional Fund Advisors, L.P. As a key member of our Client Reporting Team, you will play a critical role in providing exceptional service to our clients across the globe.Key ResponsibilitiesGenerate a high volume of standard and custom reports...

About the RoleWe are seeking a highly skilled Municipal Portfolio Associate to join our team at American Century Investments. As a key member of our Municipal Markets Team, you will be responsible for assisting portfolio managers with general portfolio administration and trade execution.Key ResponsibilitiesEngage with portfolio managers to manage municipal...

Job Description:The Client Reporting Team at Dimensional Fund Advisors, L.P. is seeking a highly skilled and detail-oriented Associate to join our team. As a key member of our team, you will be responsible for providing exceptional client service and support to our global client base.Responsibilities:Generate and deliver high-quality reports to clients,...

About the RoleWe're seeking a highly motivated and customer-focused Sales Associate to join our team at Williams-Sonoma in Santa Monica. As a Sales Associate, you will provide exceptional customer service, utilize effective selling techniques, and maintain a thorough knowledge of our products.Key ResponsibilitiesProvide sincere, friendly, and energetic...

Position OverviewThis role is a hybrid position, requiring a blend of in-office and remote work.CFA Institute stands as a pillar of strength and reliability in the financial sector, with a rich history of service and a commitment to fostering financial acumen. We provide a wide range of banking services, ensuring our clients—spanning personal, business,...

About the RoleWe are seeking a highly skilled Investment Consultant to join our team at Fidelity TalentSource LLC. As an Investment Consultant, you will play a critical role in helping our clients achieve their financial goals by providing expert investment advice and guidance.Key ResponsibilitiesDevelop and Implement Financial Plans: Work with clients to...

About the RoleWe are seeking a highly skilled Investment Consultant to join our team at Fidelity TalentSource LLC. As an Investment Consultant, you will play a critical role in helping our clients achieve their financial goals by providing expert investment advice and guidance.Key ResponsibilitiesDevelop and Implement Financial Plans: Work with clients to...

We are seeking a highly skilled Acquisitions Associate to join our team at RETS Associates in Los Angeles, CA.Key Responsibilities:Collaborate with the small deal team to analyze and execute real estate investments;Develop and maintain extensive financial models, including scenario and sensitivity analysis;Participate in all aspects of investment...

Position OverviewThis role operates in a hybrid capacity, requiring regular engagement both within a corporate office and remotely.CFA Institute is committed to delivering the strength and reliability of a well-established financial entity while providing a personalized experience akin to that of a dynamic financial partner. With a rich history of service,...