Jobs: investment advisory firm managing billion+

  • Executive Assistant

    1 month ago


    Richmond, United States Investment Advisory Firm Full time

    Job DescriptionJob DescriptionBeale Healy Investment Advisors is seeking an Executive Assistant - Investment Firm to join our team You will provide high-level administrative support for an Executive at our company.Responsibilities:Handle administrative needs of ExecutiveArrange conference calls and meetingsPlan work-related travel detailsReceive...


  • Los Angeles, United States Mission Creek Capital Partners Inc Full time

    Company Description We are an independent registered investment advisor (RIA) firm in the San Francisco Bay Area. We provide specialized investment management strategies and solutions for a range of clients, including institutions, limited partnerships, family offices, executives, entrepreneurs, and other private clients. Our comprehensive services include...


  • Dallas, United States International Search Consultants Full time

    Job DescriptionJob DescriptionInvestment Advisory AssociateDallas, TXISCs team of Financial Services Recruiters is partnering with a prominent Wealth Manager (RIA) with offices throughout the U.S. The firm specializes in providing customized investment management and investment advisory services to their clients Ultra-High Net Worth individuals, families,...


  • New York, United States International Search Consultants Full time

    Investment Advisory AssociateNY Metro Area ISC's team of Financial Services Recruiters is partnering with a prominent Wealth Manager (RIA) with offices throughout the U.S. The firm specializes in providing customized investment management and investment advisory services to their clients - Ultra-High Net Worth individuals, families, trusts, foundations, and...


  • New York, United States International Search Consultants Full time

    Job DescriptionJob DescriptionInvestment Advisory AssociateNY Metro AreaISCs team of Financial Services Recruiters is partnering with a prominent Wealth Manager (RIA) with offices throughout the U.S. The firm specializes in providing customized investment management and investment advisory services to their clients Ultra-High Net Worth individuals, families,...


  • Rapid City, South Dakota, United States Bank of America Full time

    Job Description:At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.One of the keys to driving Responsible Growth is being a great place to work for our...


  • Pennington, United States Bank of America Full time

    Job Description:At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.One of the keys to driving Responsible Growth is being a great place to work for our...


  • New York, United States DC Advisory Full time

    Join the DC Advisory Summer Analyst 2025 program. This investment banking program runs 10 weeks. Qualified candidates are rising college seniors during the summer program duration. Working as a summer analyst at DC Advisory is challenging and rewarding. Summer analysts gain exposure to the firm's businesses and expanded knowledge of the investment banking...


  • Iowa, United States First Gulf Bank PJSC Full time

    First Abu Dhabi Bank is an inclusive environment where each person values the experiences, perspectives, ideas and beliefs of others. We’re in a unique position to learn from all our colleagues, combining international experience with deep cultural knowledge and local expertise. At FAB, you’ll have the support of your team and a strong relationship with...

  • Sen. Associate

    3 days ago


    Las Vegas, United States CORE ADVISORY PARTNERS LLC Full time

    Job Title: Senior Associate (Underwriting & Asset Management) Company: Sahara Investment Group Location: Las Vegas, NV Job Type: Full-Time About the Firm: Sahara Investment Group (SIG or the Firm) is a direct lender in commercial real estate, leveraging its local market knowledge and institutional competencies to provide flexible, fast and creative...


  • Columbus, United States Meeder Investment Management Full time

    Meeder’s advice and product suite is driven by our founding principle: providing investment solutions designed to improve investor outcomes. Meeder works with clients – both directly and through financial advisors – to offer a broad suite of investment solutions including mutual funds, investment portfolios, separately managed accounts, retirement plan...

  • Sen. Associate

    2 days ago


    Las Vegas, United States CORE ADVISORY PARTNERS LLC Full time

    Job Title: Senior Associate (Underwriting & Asset Management) Company: Sahara Investment Group Location: Las Vegas, NV Job Type: Full-Time About the Firm: Sahara Investment Group (“SIG” or the “Firm”) is a direct lender in commercial real estate, leveraging its local market knowledge and institutional competencies to provide flexible, fast...

  • Tax Manager

    1 month ago


    New York, NY, United States CPA firm Full time

    CPA firm seeking a Tax Manager / Tax Senior with Non-Profit expertise. Responsibilities: Manage tax compliance, tax provision, and tax advisory services to health-care institutions, higher education institutions, private foundation and exempt organizations Assist in managing, developing and coaching professional tax staff Help develop, build and manage...

  • Sen. Associate

    1 month ago


    Las Vegas, United States CORE ADVISORY PARTNERS LLC Full time

    Job DescriptionJob DescriptionJob Title: Senior Associate (Underwriting & Asset Management)Company: Sahara Investment Group Location: Las Vegas, NV Job Type: Full-Time About the Firm:Sahara Investment Group (“SIG” or the “Firm”) is a direct lender in commercial real estate, leveraging its local market knowledge and institutional competencies to...


  • Pittsburgh, United States Federated Hermes Full time

    POSITION SPECIFICATIONS: Bachelor's degree in business required; Bachelor's degree in Business with concentration in Finance, Accounting; MBA or Law Degree preferred. ```{=html} ``` - Minimum 7-10 years business experience in investment business required; investment product management or project management experience in financial industry...

  • Investments Manager

    2 days ago


    Orlando, United States Green Citrus Investments Llc Full time

    Job DescriptionJob DescriptionThe RoleWorking as part of a bespoke capital raising team, the main focus is to network and grow  investor relationships and increase investment inflow through direct investor relationships and intermediary channels. Working with high networth individuals, you'll also have licence to give wider financial advice to key...


  • New York, United States Jefferies Full time

    Jefferies Private Capital Advisory (PCA) The PCA team advises leading financial sponsors and institutional investors on secondary market transactions. Our professionals work closely with private equity sponsors seeking to utilize the secondary market to generate liquidity through single- / multi-asset continuation fund transactions among other GP-led...


  • Chicago, United States 5 Legal Full time

    Job DescriptionJob DescriptionA top 50 AmLaw Firm is seeking a junior to mid-level associate to join their Investment Management Group in Chicago, Los Angeles, New York, Washington, San Francisco, Silicon Valley, and Denver office.Ideal candidates must have a minimum of 1 year experience in investment management transactional work, including inprivate fund...


  • New York, United States Social Capital Resources Full time

    Top-Tier Investment Management Firm is seeking an Investment Advisory Client Services AssociateResponsibilities:Assist with retail and institutional client servicingResponsible for new account onboarding, distribution of statements and invoices, maintaining distribution lists, and communicating with clientsAssist with weekly, monthly, quarterly client...


  • New York, United States Social Capital Resources Full time

    Top-Tier Investment Management Firm is seeking an Investment Advisory Client Services AssociateResponsibilities:Assist with retail and institutional client servicingResponsible for new account onboarding, distribution of statements and invoices, maintaining distribution lists, and communicating with clientsAssist with weekly, monthly, quarterly client...