Investment Associate
Growth Equity Interview Guide
GIC in New York is seeking an Associate, Real Estate to support underwriting, financial modeling, and portfolio management within a global investment framework. You will contribute to evaluating and structuring real estate investments across the Americas and work closely with senior staff to drive successful outcomes. The role requires a Bachelor’s degree in business, finance, or real estate finance and 1–2 years of experience in investment banking or real estate, with strong analytical #J-18808-Ljbffr
- Credit AnalystThe Credit Analyst is responsible for supporting the credit team responsibilities at WorldWide Electric.The Credit Analyst will work with the accounting team to ensure customer payments are entered accurately and timely and that credit requests are handled...SuggestedWorldwide
$62.2k - $103.6k
....Assist in monitoring credit policy compliance by verifying adherence to the Commercial Credit Policy and commenting on any risk associated with non-compliance.Understand and adhere to applicable compliance/operational risk controls in accordance with Company or regulatory...SuggestedWork experience placementInterim roleWork at office- ...Senior Investment Advisor — UHNW & Institutional Clients Hybrid | Rochester, NY Area preferred. Willing to consider the East Coast. 1X/month travel to Rochester, NY. A growing independent investment advisory firm is seeking a senior, client-facing advisor to serve...Suggested
$17 - $28.96 per hour
...At Associated Bank we strive to create an inclusive culture where different perspectives are valued and recognized as strengths critical to our success. If you thrive in an environment where your growth and development are encouraged and supported, then Associated Bank...SuggestedHourly payImmediate start$20.67 - $31.25 per hour
...role will require significant influence of partners such as Key Investment Services, Mortgage and Business Banking sales professionals. (... ...and recommend strategies. Understanding and managing risks associated with banking operations and client transactions. Strong...SuggestedHourly payWork experience placementDay shift- Relationship BankerAt Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity...Afternoon shift
- Job TitleThis position is accountable for helping customers recognize and obtain the most appropriate solutions at the right time for their financial needs to build long-term mutually beneficial relationships and support the achievement of business results. In addition...Hourly payMonday to FridayFlexible hours
$20.19 - $30.77 per hour
...influencing business partners and leveraging centers of influence, as this role will require significant influence of partners such as Key Investment Services, Mortgage and Business Banking sales professionals. (required) Working knowledge of PCs (MS Windows and Office Products...Hourly payTemporary workDay shift- Personal Bank job responsibilities: Provides exceptional customer service, involving receipt and payment of cash, while working in a high volume, sales environment. Follows established policies in accordance with the bank and the supervisor's direction. Meets monthly...
- ...Bank, you are responsible for advising families on building, preserving and managing their wealth. You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects of their balance sheet and generate new...Temporary workWork experience placementLocal area
- Relationship Banker The Relationship Banker is responsible for establishing, growing, and deepening new and existing customer relationships. This role serves as a lead contributor in delivering a high-touch, personalized customer experience by proactively identifying...Work at officeRemote workWeekend workAfternoon shift
- JPMorgan Chase & Co. is seeking a Relationship Banker in a Chase Branch to represent our brand with hospitality and advisory service. You will acquire, manage, and retain client relationships using financial knowledge to offer tailored solutions, while promoting digital...
- JPMorganChase is seeking an Associate Relationship Banker to welcome clients, understand their financial needs, and offer thoughtful solutions in a Chase Branch. You will leverage Chase Mobile App, Chase.com, and ATMs to help clients access banking services with hospitality...
- JPMorgan Chase & Co. invites applications for a Relationship Banker in a Chase Branch. The role emphasizes hospitality, building lasting client relationships, and using cutting-edge banking tech to deliver tailored financial solutions. Responsibilities include proactive...Weekend workAfternoon shift
- ...Associate Relationship Banker At Chase, we are passionate about creating memorable experiences for our clients and employees, making... ...personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're proud...Immediate startAfternoon shift
- ...written communication skills Good knowledge of risk management and investment strategies Nice-to-haves: Series 6 or 7 Series 66, 63, or 65... ...Series 7, 66, you will work towards obtaining these to offer associated services, in addition to your continued professional...
$1,000 per month
...ability to successfully navigate their financial lives. Our tailored approach includes multiple financial strategies—insurance, investments, and annuities—built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched...Full timeContract workFor contractorsInternshipLocal areaFlexible hours$80k - $100k
...career site to learn more about our mission: Seniority level Associate Employment type Full-time Job function Sales, Customer Service, and Finance Industries Insurance, Financial Services, and Investment Management Rochester, NY postings and other listings shown are...Full timeWork at officeFlexible hours$61k - $119k
...in building a financial planning practice that focuses on: Planning Experience • Asset & Income Protection • Education Funding • Investment & Advisory Services • Trust Services • Retirement Solutions • Business Needs Analysis Northwestern Mutual’s proprietary planning...Work at office- Relationship Banker In Branch Banking You have a passion for helping customers, building relationships, and delivering extraordinary customer service. You are energetic and enthusiastic as the face of Chase to our retail branch customers. From a personal standpoint,...Immediate startAfternoon shift
$95k - $118k
...minimum of five (5) years related experience. Excellent communication skills and strong attention to detail. Proficiency with a PC and associated programs (such as Microsoft Office) What does a successful first year in this position look like? Analyze financial and credit...Full timePart timeWork at office- ...a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge... ...to meet their financial needs. As a Private Client Investment Associate in J.P. Morgan Wealth Management, you will provide client...
- Job Description Job Description Benefits: Bonus based on performance Company parties Dental insurance Flexible schedule Health insurance Opportunity for advancement Training & development Vision insurance Join the Winning Team at Northwestern...InternshipWork at officeLocal areaFlexible hours
$85k - $145k
...0 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. We deliver the kind of comprehensive...Temporary workWork at officeLocal areaMonday to FridayFlexible hours$53k - $65k
Consultant, Financial Services (Accounting & Finance) Hybrid/Remote - NYS Only (On-site option available local to Rochester, NY) Nonexempt, Full-Time, 40 Hours Compensation: $53k to $65k/year Put the CARE in your CAREER! At CCSI, our mission is to activate...Full timeContract workWork experience placementLocal areaRemote work$10k
Fundraising Consultant Position The Urban League of Rochester is seeking a seasoned Fundraising Consultant to lead immediate revenue generation while building a strong foundation for sustained philanthropic growth. This consultant will operate with a dual focus: ...Contract workInterim roleImmediate start- ...Planning: Develop comprehensive financial plans that include investments, insurance, and retirement. Insurance Solutions: Recommend... ...clients through referrals, community involvement, and professional associations. Qualifications: Education: A bachelor's degree in...InternshipWork at officeLocal areaVisa sponsorshipFlexible hours
- Job Overview A law firm seeks a Public Finance Associate in Rochester, NY. The ideal candidate will have 2 to 5 years of experience in public finance law, supporting transactions such as tax‑exempt and taxable bond offerings, and governmental financings. They should be...Local areaFlexible hours
- ...Responsibilities Consult with clients to create needs-based solutions to help clients meet their financial goals by applying a combination of investment, protection and retirement planning strategies. Build a loyal client base by networking, target marketing and excellent customer...
- Job Description Job Description Keller Executive Search is partnering with a leading manufacturing organization to appoint an experienced Quality Systems and Risk Management Manager. This is a pivotal role for a quality professional who thrives at the intersection ...Contract workCasual workLocal areaRemote workRelocationRelocation package
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