Investment Consultant
Virtual Vocations Inc
To support the Water and Soil Accelerator (WASA) Agribusiness Catalyst, the remote Consultant - Investment Readiness and Capital Mobilization will provide investment advisory and transaction support services, focusing on advancing agribusiness models to investment readiness and mobilizing private-sector co-investment. Key responsibilities Develop an inception report and workplan, refining the assignment approach and investment-readiness criteria Create investor-ready business cases and pitch kits, assessing the commercial viability and financing needs of agribusiness models Engage with investors and facilitate capital mobilization efforts to secure targeted private-sector investment Required qualifications Master's degree in Finance, Economics, Business Administration, Development Finance, Agricultural Economics, or a related field Professional certification in finance or investment (e.g., CFA, ACCA, FMVA) 8-10 years of experience in investment advisory, transaction structuring, or private sector investment mobilization Proven track record of mobilizing private sector capital or co-investment Experience working with agribusinesses or in agricultural value chains, preferably in Zambia or Malawi
- ...Charles Schwab’s Branch Network invites you to start as an Investment Consultant (IC), a hands‑on role where you’ll learn through proactive client outreach, needs‑based conversations, and solution positioning alongside seasoned Financial Consultants. You’ll gain coaching...Suggested
- ...meaningful relationships, grow your skills, and contribute to a client-first culture that drives innovation. As an Investment Consultant (IC) in Schwab’s Branch Network, you’ll take a critical first step on the path toward becoming a Financial Consultant. This...SuggestedPart timeImmediate startFlexible hours
- ...meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. As an Investment Consultant (IC) at Schwab, you have the opportunity to learn and grow within our Branch Network at the ground floor. The first...SuggestedPart timeImmediate start
- ...meaningful relationships, grow your skills, and contribute to a client-first culture that drives innovation. As an Investment Consultant (IC) in Schwab’s Branch Network, you’ll take a critical first step on the path toward becoming a Financial Consultant. This...SuggestedPart timeImmediate start
$63.8k - $205.8k
...Accenture Consulting: Your Unique Place in our Global Collective Being part of Accenture Consulting means becoming an expert at making the... ...an ownership and founder mindset doesn’t happen by chance. We invest in training and development in a big way, so you can build your...SuggestedWork experience placementLive inWork at officeLocal area$101.23k - $172.36k
...Investment Consultant What is the opportunity? Expand and deepen the network of Independent Financial Advisors, CPAs and attorneys referring clients to Rochdale and to communicate and meet high net worth investors who have expressed an interest in CNR investment services...Remote work- Enterprise Bank & Trust was founded in the spirit of entrepreneurship and community. From the small mom-and-pop coffee shop to the large construction company that employs local people, our goal is to help businesses succeed and our communities thrive. With offices...Full timeWork at officeLocal area
- ...allow your focus to remain where it matters most: providing investment solutions and growing relationships with a dedicated local advisor... ...exceed expectations You have outstanding communication and consultative skills, and you thrive in a fast‑paced work environment Note:...Work at officeLocal area
- ...A growing investment management firm is seeking an experienced investment professional to serve as a key liaison between portfolio management and clients. This individual will play a critical role in communicating investment strategy, portfolio positioning, and performance...
$61.5k
...celebrate America's 250th Anniversary with a limited-time Mortgage Special. We are proud to be local Bankers! Join our team! Investment Consultant Key Responsibilities Develop and manage trusted relationships with clients by understanding their financial goals, risk...Local area$100k - $150k
Callan is seeking a new team member to join our Investment Consulting Group. As an investment consultant on our team, you will work directly with institutional asset owners on either a discretionary or non-discretionary basis and serve as a trusted adviser, manage client...Work experience placementWork at officeWork from homeWork visa3 days per week$120k - $130k
...leveraging best‑in‑class tools and support, you’ll deliver tailored investment strategies and deepen client relationships. Key... ...strong grasp of investment products, relationship management, and consultative problem‑solving. Mindset: Entrepreneurial, service‑focused...Work at office- Charles Schwab is looking for an Investment Consultant (IC) in Lake Terrace, Virginia. In this role, you will build a book of business and gain exposure to financial consulting while collaborating with experienced Financial Consultants. The ideal candidate will have a Bachelor...
$65k - $80k
...Illinois-Naperville 2020 Calamos Ct Naperville, IL 60563, USA The Investment Consultant Level I is responsible for creating an increased phone presence in the assigned region(s) that complement the sales activities of that territory’s VP, Investment Consultant (external...Temporary workWork experience placementFlexible hours$70k - $120k
...capabilities spanning Private Capital & Currency, Capital Markets & Investment Banking, and Advisory Services, we invest in what matters: our... ...is seeking a highly motivated, detail-oriented Investment Consultant to join our team in our Chicago headquarters. The ideal...InternshipWork at office- ...Job Highlights Title : Investment Consultant Type : Full Time Experience : 2 Years Function : Retailing Location : San Diego, CA, United States Company : Charles Schwab Company Profile Charles Schwab is a leading U.S. brokerage and financial services company. It offers...Full timeWork experience placementWork at office
$60k - $200k
...Job Description Job Description Join a growing Registered Investment Advisor with opportunity for advancement. Mainstay Capital Management is an independent, fee-only, Registered Investment Advisor with over $4.5 billion in assets under management. Mainstay has...Work experience placementWork at officeRelocation packageFlexible hours$87.2k - $124.5k
...Strong analytical skills with ability to identify strengths and mitigate risks. Knowledge of commercial real estate lending (investment and owner-occupied). Proficient in Commercial & Industrial lending including debt service coverage, cash flow, A/R and A/P, WIP...Full timeTemporary workLocal areaFlexible hours$90k - $115k
About the Role: The Senior Credit Analyst will help support the Credit Department by underwriting loan requests, implementing strategy and process improvement across our lending platform, and assisting the Credit Department management team as needed. It is critical for...Full timeRemote workWork visaFlexible hours$98.35k - $115.7k
At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life,...Full timeTemporary workWork experience placementLocal area$30.29 - $43.27 per hour
...The Credit Analyst supports the Profit Center (PC) by identifying key revenue-generating opportunities across loans, deposits, and investment assets. This role is primarily responsible for underwriting new loan requests, managing renewals, and maintaining portfolio...Full timeWork at officeFlexible hours$60k - $80k
...of room to make an impact. As our values state, “this is your business, run with it”. * You’re looking for a company that will invest in your professional development. As we grow, we want you to grow with us. * You want a culture that promotes work-life balance....Full timeTemporary workH1bRemote workFlexible hours- ...with no gotchas. Respect and fairness is part of our DNA, and that ideal shapes how we work, how we treat each other, and how we invest in our employees and our community. Join us in using data, bold thinking, and a commitment to innovation to help clear the way for...Full timeWork experience placementLocal areaRemote workFlexible hours
$36.74 - $45.38 per hour
Job Title: Senior Credit Analyst Location: Denver, CO What you'll do: As a Senior Credit Analyst you'll be primarily responsible to spread, manage and maintain financial background information on present and prospective customers, and develop credit studies for the...Hourly payFull time$164k - $246k
...partner to Technology Directors, portfolio owners, business leaders, and peer Portfolio Managers, this role ensures that technology investments, programs, projects, operational initiatives align with the firm’s strategic priorities. The Portfolio Manager develops and...Full timeContract workWork at office$115k - $140k
About Us: Piermont Bank is a digital commercial bank with a mission to serve fast growing companies at the speed they need. Entrepreneur-led and tech-forward, we offer a fully digital experience coupled with meaningful banker relations. We believe in being a partner for...Full timeWork at officeFlexible hours$135.6k - $300k
...working with complex, high-net-worth investors to create customized investment strategies. Key responsibilities include evaluating, designing... ...of 10 years of investment decision making and financial consulting experience working with high-net-worth and ultra-high net worth...Full timeWork experience placementWork at officeFlexible hoursShift workDay shift$59.5k - $83.3k
Job Description: This role analyzes the long-term financial viability of potential clients employing sophisticated financial analysis techniques and provides on-going portfolio analysis to monitor current client base. The position also requires the analyst to advance the...Full timeWork at officeMonday to Friday3 days per week- The Role: Investment Consultant - Advisor Solutions (Irving, Texas) United Capital Financial Advisors empowers clients to make confident financial decisions and achieve their long‑term goals. Our advisor‑led wealth management business delivers financial planning, investment...
$86k - $128k
#WeAreParamount on a mission to unleash the power of content… you in? We’ve got the brands, we’ve got the stars, we’ve got the power to achieve our mission to entertain the planet – now all we’re missing is… YOU! Becoming a part of Paramount means joining a team of ...Full time
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