Investment Specialist
Bristlecone Companies
Bristlecone Companies is seeking an Investment Lead in Chicago to manage the acquisition process. You will partner directly with the CEO, leading due diligence, and building effective relationships throughout the investment process. The ideal candidate has 4-7 years of experience in deal execution, analytical skills, and strong communication capabilities. This role offers competitive compensation including base salary, bonuses tied to acquisitions, and equity for long-term benefits. #J-18808-Ljbffr
- ...Investment SpecialistThis is an exciting opportunity for you to join a dynamic, diverse team within J.P. Morgan's U.S. Private Bank. We... ...seeking active investment and brokerage dialogue.As an Investment Specialist in the U.S. Private Bank, you will communicate market strategy...Suggested
$140k - $180k
...future. We invite you to explore the position below and to submit your application to join our team! The Private Equity Content Specialist will collaborate with attorneys and colleagues across the practice group to advance the group's business development, knowledge management...SuggestedContract workWork at officeRemote workShift work- ...Harris Associates in Chicago seeks an Assistant Vice President for CPM Content Specialist to create and manage investment content and client communications, turning portfolio insights, market developments and performance data into clear, accurate materials for clients...Suggested
$60k - $96k
...Investment Management SpecialistMerrill Wealth Management is a leading provider of comprehensive wealth management and investment products... ..., results focused and effective.The Investment Management Specialist is responsible for defining the Financial Advisor(s) and/or Advisor...SuggestedWork at officeWork from homeDay shift- ...confident and motivated to provide a first-class experience to clients.The J.P. Morgan Outsourced Chief Investment Office ("JPM OCIO") is a dedicated team of investment specialists leveraging the firm's global resources to provide customized solutions and advice for endowments...SuggestedWork at office
$8,571 - $9,000 per month
...of Illinois. Position Overview This position serves as the Europe, Middle East and Africa Regional Foreign Direct Investment (FDI) Specialist (PSA Option 1) for the Illinois Department of Commerce’s Office of Trade and Investment (OTI). The Regional FDI Specialist...Full timeWork at officeRelocationMonday to FridayFlexible hoursNight shift- ...recently, device and identity protection. Job DescriptionWe’re looking for a sharp, intellectually curious problem-solver to join our Investment Analytics team. This role is built for someone who thrives in ambiguity, tackles complex questions head-on, and doesn’t stop when...Full timeContract workWork at officeImmediate startWork from homeWork visa
- ...provide guidance to prospects and self-directed investors. The role involves identifying the right products and services to enhance investments and savings. The ideal candidate will have Series 7 and 66 certifications, strong analytical skills, and the ability to educate...
- ...Morgan Advisors, Personal Advisors and Self-Directed - our digital investing platform. The combined business has ~$600 billion in Assets... ...and 20 offices.As an Vice President, Investment Product Specialist in J.P. Morgan Wealth Management, you will be expected to present...Work at officeRemote workFlexible hoursNight shift
- ...and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. As a Licensed Investment Professional in J.P. Morgan Wealth Management, you will have the opportunity to demonstrate customer obsessed behaviors when...Work at officeLocal areaRemote workMonday to Friday3 days per week
$150k - $170k
...yr Direct message the job poster from MindSpring Partners LLC Our client, a top-tier asset manager is hiring a Senior Investment Specialist Analyst to support its growing platform focused on customized portfolios for advisors and institutional clients. This high-impact...Full timeSummer work- J.P. Morgan Wealth Management is seeking a Licensed Investment Professional to assist clients with brokerage accounts and reach their financial goals through exceptional service. You will help clients navigate capital markets and see how global events influence market...
- J.P. Morgan Wealth Management is seeking a Licensed Investment Professional to serve clients' brokerage needs with a strong focus on service excellence. You will assist clients, discuss IRAs, and execute trades while adhering to regulatory requirements. The role requires...
- ..., and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. As a Licensed Investment Professional in J.P. Morgan Wealth Management, you will have the opportunity to demonstrate customer obsessed behaviors when assisting...Work at officeLocal areaRemote workMonday to Friday3 days per week
- JPMorgan Chase & Co. in Chicago, IL seeks an Investment Professional in the U.S. Private Bank to support client relationships and assist with daily portfolio management. You will collaborate with a team across markets and functions to deliver high‑quality service to Private...
$70k - $90k
A financial services company in Chicago seeks a Performance Analyst to handle production processes for performance and portfolio analytics. The ideal candidate has 3-5 years of relevant experience and a strong background in quantitative fields. Responsibilities include ...- JPMorgan Chase's U.S. Private Bank is seeking an analytically driven professional to support client relationships by consulting on and executing brokerage trades, creating discretionary account mandates, and monitoring risk and billing processes. The role emphasizes licenses...
- ...: Description Summary: The Wealth and Investment Service Specialist II is responsible for the day-to-day activities and interaction between the client and Huntington Bank in terms of establishment of documentation, maintenance, and servicing of the relationship....Full timeLocal area
- RK Partners in Chicago, IL seeks an Investment Operations specialist to support the Investment Specialist in daily operations, broker-dealer paperwork, and client meetings. Role requires obtaining FINRA Series 66 & Series 7 and Series 66 licenses within 9 months. In-person...Home office
- ...Allen is seeking an Analyst to join our team. This position offers the rare opportunity to work across a variety of real estate investment functions such as Acquisitions, Development, Debt & Equity Placement, Asset Management, and Investor Reporting. Bradford Allen is...Contract workFlexible hours
- ...IMRF in Oak Brook, IL seeks an Investment Officer-Public Markets to lead public markets strategy across US/International equities and fixed income. You will evaluate managers, perform due diligence, and report to the Managing Investment Officer. Ideal candidates bring...
$80k - $110k
...Position: Governance & Investment Review Board (IRB) Analyst Location: St. Louis, MO Job Id: GIRB-26-025 # of Openings: 1 About the Opportunity Are you a tech enthusiast who loves solving complex problems? Do you have a keen eye for detail and excellent analytical skills...Temporary workFlexible hours$75k - $100k
...recommendations + Charitable gifting + College planning* Monitor asset allocations and rebalance as needed to align with clients' investment policy statement and overall goals and objectives.* Review and follow up on operation items such as wires, journals, account...Permanent employmentTemporary workWork at officeFlexible hours- ...Ethos is seeking experienced investment analysts to help train AI models on professional presentations and slide decks. The role involves creating and refining AI-generated investment materials, with a track record of pitching ideas via memos and decks to investment committees...Immediate startRemote workFlexible hours
- Ernst & Young Oman is seeking a Rule Coding Specialist to support investment compliance implementations across leading OMS platforms such as Charles River, Aladdin, and Sentinel. Responsibilities include translating complex investment guidelines into compliance rules and...
$110k
...person to achieve personal success and add value to our teams and communities.Piper Sandler is currently seeking a Class of 2027 Investment Banking Analyst for our Healthcare IT & Services teams in our New York (NY), Charlotte (NC), Chicago (IL), Minneapolis (MN), and...Full timeWork visa$127.5k - $160k
DepartmentInvestment Inflation Sensitive and DiversifyingAbout the DepartmentThe Office of Investments manages and grows the University of Chicago’s endowment to advance UChicago’s mission of academic excellence and inquiry. Guided by the Board of Trustees Investment Committee...Full timeWork experience placementWork at officeRemote workShift work$110k - $130k
Business Unit:Corporate FinanceIndustry:Industrials OverviewHoulihan Lokey, Inc. (NYSE:HLI) is a leading global investment bank recognized for delivering independent strategic and financial advice to corporations, financial sponsors, and governments. With uniquely deep...Full time$114.5k - $194.7k
...Overview:The Portfolio Analyst will play a critical role in the implementation, monitoring, and ongoing management of multi‑asset investment strategies across institutional and high‑net‑worth client portfolios. This individual will work closely with portfolio managers,...Full timeFlexible hours$110k
...Premier Global Partnership.Execute in-depth analyses to support new business development, transaction execution and the delivery of investment banking products and services to clients and prospects. Perform research and financial modeling, apply core valuation methods,...Full timeTemporary workWork experience placementSummer internshipCurrently hiringWork visa
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