Senior Investment Associate: Client-Focused Investment Support
Northern Trust Corp
A global financial institution in Miami seeks a Senior Investment Associate to support Portfolio Advisors and deliver high-quality services to high-net-worth clients. Responsibilities include preparing client materials, handling compliance tasks, and analyzing investment data. The ideal candidate has strong analytical skills, proficiency in Excel and PowerPoint, and a degree in finance or related fields. This full-time, office-based role emphasizes teamwork and attention to detail in a collaborative environment. #J-18808-Ljbffr Northern Trust Corp
- Northern Trust Corp is seeking a Senior Investment Associate in Miami, FL, to develop relationships with clients and support various investment management tasks. The successful candidate will create client presentations, assist in portfolio management, and ensure compliance...Senior
- A financial services provider located in Miami seeks a Senior Investment Associate to support Portfolio Advisors and client service teams. This position involves preparing client materials, coordinating meeting logistics, and providing operational support. Ideal candidates...SeniorWork at office
- Larch Capital Partners Llc in Miami is seeking a Senior Commercial Associate to support financial advisors and engage with clients directly. This role includes client onboarding, investment recommendations, and maintaining management systems. The ideal candidate should...Senior
- ...institution in Miami, is seeking a Senior Investment Associate. The successful candidate... ...internal teams and handle client-related tasks, allowing portfolio managers to focus on their core responsibilities... ...as well as a willingness to support new business efforts and compliance...Senior
- CFA Institute in Miami is seeking a Senior Investment Associate to manage client relationships and support their investment needs. The role includes creating client presentations, developing custom investment portfolios, and evaluating performance relative to benchmarks...Senior
- ...world’s most sophisticated clients using leading technology and... ...from home. Role Overview Senior Investment Associates develop relationships with... ...that portfolio managers can focus on core responsibilities. Key... .... Work independently to support investment management clients...SeniorWork experience placementWork at officeWork from home
- InforCapital, partnership, seeks a Sr. Direct Private Investment Associate in Miami, Florida. This role is pivotal in developing a new... ...direct private investment capability for ultra-high-net-worth clients, focusing on analyzing pre-IPO and growth-stage investments. Ideal...Senior
- ...National Bank of Florida, we invest in our people and the... ...Relationship Manager Senior, you’ll be the primary... ...high-value corporate clients, driving business development... ...existing ones, focusing on strategic guidance,... ...paid holidays. Wellness Support: Access to mental health...SeniorWork at office
- ...Senior Client Service Associate As a Senior Client Service Associate within the... ...years of experience in the investment management industry... ...reimbursement, mental health support, financial coaching and more... ...finances to better define, focus and realize their goals....SeniorWork at office
$110k - $215k
...is responsible for expanding client relationships by identifying... ...existing relationships. The primary focus is on advising clients on... ...with a strong emphasis on Investment Products Leads complex investment... ...Branded Client Experience to support client satisfaction...Shift workDay shift- ...world's most sophisticated clients using leading technology and... ...from home. Role Overview: Senior Investment Associates are responsible for... ...allow portfolio managers to focus on their core responsibilities... ...meetings. Works independently to support investment‑management...SeniorWork experience placementWork at officeWork from home
$220k - $350k
Deutsche Bank AG is seeking an Investment Manager in Miami, a key role within Wealth Management that helps clients on investment strategies and asset allocation. This position offers a hybrid working model and extensive career benefits in a diverse environment. The ideal...Senior- ## Senior Investment AssociateApplylocations: Miami, FL: Boca... ...s most sophisticated clients using leading... ...### Senior Investment Associates are responsible for developing... ...portfolio manager to focus on their... ...Works independently to support the investment management...SeniorWork experience placementWork at officeWork from homeFlexible hours
$64.2k - $116.4k
...-changing world, our clients’ needs are increasingly... ...rapidly evolving to support them. Our internal... ...margin improvement and investment decisions. The opportunity... ...Advisor (EBA) – Senior Associate role, you will be an... ...in order to provide focused advice. Ability to...SeniorContract workWork experience placementSummer holidayWork at officeFlexible hours$63k - $95k
K&L Gates LLP incorporated is seeking a Senior Desktop Support Specialist in Miami, FL to provide desktop support across its offices. The role requires managing escalated issues, excellent communication skills, and the ability to interact effectively with end users. Ideal...Senior- Colliers International is seeking an organized, customer-focused marketing/administrative support professional to help our Miami team drive client service and deal execution in a fast-paced CRE environment. You will prepare marketing materials, reports, and proposals, coordinate...Senior
- ...Performance Bonus Responsibilities Drive our client's expansion in the local stormwater sector through focused business development efforts, including... ...analyses, technical reporting, and other tasks supporting the planning, design, and construction of stormwater...SeniorContract workWork at officeLocal areaRelocation package
- # Sr. Direct Private Investment AssociateSantander USSenior... ..."Private Equity / Senior Associate jobs in Miami, United... ...and high-net-worth clients. As Sr. Direct... ...the ground up.The role focuses on pre-IPO companies,... ...advice and transaction support across the full investment...Senior
- ...seeking a Financial Advisor in Miami Beach, FL to provide financial planning guidance and investment management solutions. In this role, you will be the primary contact for TD Wealth clients and ensure a comprehensive onboarding experience, managing client relationships, and...
- ...NAV's and collaborating with various teams to ensure accurate client reporting and fund processes. Ideal candidates will have a BS in... ...or hedge funds. Join Blackstone's Global Fund Finance team to support business growth while enhancing your career in a dynamic environment...Senior
- JPMorganChase in Miami is hiring a Private Client Investment Associate who will provide client service and operational support to Advisors within Wealth Management. The role involves maintaining client relationships and supporting operational activities. Ideal candidates...
$20 per hour
OBJECTIVE OF THE POSITION The Senior Client Advisor is responsible for achieving all objectives set forth by the company with a focus on client development and client sales. They will... ...through networking and outreach. Support operational tasks and projects. Open and...SeniorHourly payFull timeTemporary workLocal areaFlexible hours$54.6k
...Senior Consumer Relationship Banker At Regions,... ...goals. This role will focus on acquiring and deepening... ...wealth opportunities, investments, lending, debt... ...needs are recognized Support team development by serving... ...pay for individual associates include: experience, skills...SeniorFull timeWork at officeFlexible hours$80k - $90k
...Our SelectLeaders client is a private equity real estate investment and operating firm dedicated to delivering superior... ...properties, with an exclusive focus on the dynamic student housing sector... ...across the portfolio to inspect, support on-site teams, and resolve maintenance...Work at office$80k - $120k
Equinix is hiring for a role focused on managing customer accounts in Miami, Florida. In this position, you will support various accounts, resolve issues, and create insightful reports to enhance customer experience. Excellent analytical and negotiation skills are required...Senior$55k - $70k
...offers a salary between $55,000 and $70,000, along with comprehensive benefits including Paid Time Off, medical insurance, and a 401(k) plan. The ideal candidate will possess strong analytical skills and a knack for building client relationships. #J-18808-Ljbffr SR StaffingSeniorFull time- JPMorgan Chase is looking for a Private Client Investment Associate in Miami, Florida, who will support Advisors by providing client service and operational marketing. Key responsibilities include managing account openings, trades, and fostering client relationships. Applicants...
- ...an enthusiasm for helping our clients, taking care of our employees... ...clients to offer the best investment solutions to meet their financial... ...a Private Client Investment Associate in J.P. Morgan Wealth... ...marketing and administrative support to Private Client Advisors within...
$134.26k - $248.39k
...Summary CDM Smith is seeking a senior leader to drive measurable... ...acquisition begins, and also supports U.S. Government work in Japan... ...capabilities Build and lead focused campaigns targeting specific... ...project execution to reinforce client confidence Partner with program...Senior- ...the primary point of contact for assigned clients, building and maintaining strong... ...updates on account activity, and offer support as needed. Anticipate client needs and identify... ...industry, preferably in wealth management or investment advisory. Strong understanding of...SeniorWork at office
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