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
- 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... ...working from home. Senior Investment Associates are responsible for developing... ...the portfolio manager to focus on their responsibilities.... ...meetings. Works independently to support the investment management...SeniorWork experience placementWork at officeWork from homeFlexible hours
- 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
$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- Sr. Consultant, Client Success job at Visa. Miami, FL. Visa is a world leader in payments and technology, with over 259 billion payments... ...for applicable clients and providing operational solutions in support of growing clients’ business. The Sr. Consultant is a trusted...SeniorWork experience placementWork at officeLocal area
- # 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
- ...primary advisor for a portfolio of high-value clients. You'll lead relationship strategy, drive... ...tailored financial solutions that support your clients' growth. This role is ideal... ...relationships and deepening existing ones. Your focus will be on delivering strategic financial...Full timeWork at office
- ...law firm in Miami is seeking a Senior Executive Assistant to... ...administrative and strategic support to the Principal. This role involves... ..., and communicating with key clients. Candidates should possess a... ...a dynamic work environment focused on wellness and work-life balance...Senior
$10,000 per month
...Senior Talent & Business Solutions Consultant (Accounting & Finance)... ...Full Desk Ownership – Control your clients, candidates, and deals Accounting & Finance Focus – High-demand, high-margin vertical... ...– National brand + operational support Compensation: Built for Top...SeniorTemporary work- ...Client Associate / Office Manager Are you passionate about the financial world... ...Financial Advisers (Vontobel SFA), a US licensed Registered Investment Adviser (RIA), we are looking for a Client Associate / Office Manager who will join our Miami branch and support the team....SeniorWork at office
- ...Senior Client Advisor Founded in Florence, Italy, in 1921, Gucci is one of the world's leading... ...into the sphere of store leadership by supporting certain activities related to... ...Provide exceptional client experience, focusing on hospitality and elevation through selling...SeniorFull timeLocal areaRemote workAfternoon shift
$75k - $95k
...Identification 210653328 Job Category Client Service Business Unit... ....00 Job Description As a Senior Client Service Associate within the Latin America... ...of experience in the investment management industry... ...reimbursement, mental health support, financial coaching and more...SeniorFull timeWork at officeShift work- 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...
- ...an enthusiasm for helping our clients, taking care of our employees... ...and inclusion. Using a broad investment product and thought... ...a Private Client Investment Associate in J.P. Morgan Wealth Management... ...marketing and administrative support to Private Client Advisors within...
- 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...
$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- ...Job Description Our client is looking for a Senior Client Partner to bring their deep expertise in the Logistics industry to help shape strategic... ...point for client issues, ensuring timely resolution. Support new business development through proposals, SOWs, and...Senior
$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$225k
...Junior Investment Services Associate Attorney Direct Counsel is seeking a Junior... ...multidisciplinary practice advising clients on investment management... ...group work closely with senior attorneys and are given... ...and client communications Support client advisory work on fund...Work at officeRemote work- ...coverage team" to: Meet with clients and Participate in... ...deal structures. A focus on continuous learning... ...Some travel required. Senior Commercial Portfolio... ...programs are designed to support the individual needs of... ...be responsible for any associated fee. Fifth Third Bank...SeniorWork at office
- Northern Trust Corp is seeking an International Relationship Sr Associate in Miami, FL. This role supports Lead Relationship Managers with the daily servicing of clients and managing banking accounts. Candidates should have a relevant degree and demonstrated knowledge of...SeniorWork at office
$115k - $185k
...our investors, the companies we invest in, and the communities in... ...management include investment vehicles focused on private equity, real estate... ...Manager to join the team in support of business growth.... ...fees Review and reconcile client capital statements generated by...Work at officeLocal areaFlexible hours- JOB TITLE: Senior Actuary EMPLOYER:... ...and adding value to our clients and capital partners.... ...Actuary with an initial focus on product development... ...of key metrics Support subsidiary insurance companies... .... Work closely with investments, marketing/sales,...SeniorFull timeTemporary workImmediate startWork visaMonday to Friday
- ...Senior Manager In Real Estate & Partnership Tax... ...senior technical and client relationship leader within... ...the practice. This role focuses on overseeing complex... ...managers and staff, and supporting the continued growth... ...develop Managers, Senior Associates, and staff; play a key...SeniorLocal area
- ...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
- About the Firm Our client is a premier fund administrator... ...and other alternative investment vehicles. With a strong track record of supporting institutional investors... ...accounting , with a focus on hedge funds and private... ...clearly to clients and senior management. #J-18808-...
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