VA/SI Investment Associate — Client Strategy & Analytics
$88k - $176kMercer
VC Stack is seeking a talented associate investment professional to join their CIO team. This hybrid role requires collaboration with various teams and focuses on supporting VA/SI services for Mercer’s large institutional clients. Candidates should have at least 3 years in institutional investing, a BA/BS in finance or related fields, and strong analytical and presentation skills. The role offers a salary ranging from $88,000 to $176,000 based on experience and skills. #J-18808-Ljbffr Mercer
- ...growing team and use your analytical and communication skills as... ...industry knowledge to help clients obtain their financial goals... ...and performance, communicate investment strategy, and gather information for... ...years of Registered Client Associate experience or related...SuggestedFull timeFlexible hours
- ...team in the United States. The role supports health benefits strategies, financial projections, plan design optimization, and renewal... ...negotiations, while acting as the primary financial contact for clients. You will lead engagements, mentor analysts, and contribute to...Suggested
- ...least three days per week in the Phoenix area. As Sr. Principal Lead Health Actuary Consultant, you will manage client projects on health benefits strategies, including financial projections, plan design optimization, renewal negotiations, and cost projections using Excel...SuggestedWork at office3 days per week
$235k - $390k
...SummaryDLA Piper is seeking an associate to join its finance... ...preparation and strategy.Legal Writing: Draft well... ...judgement.Internal/External Client Interaction: Build,... ...abilities. Strong research, analytical and problem-solving... ...New York, NY; Reston, VA; Sacramento, CA; San Diego...SuggestedFull timeWork at officeRelocationRelocation package$89.25k - $150.25k
...ManagementSchedule: Full timeShift: DayWorkplace: HybridCareer Area: Analytics & Risk ManagementCompany: American ExpressDescriptionThe fraud... ...and high-performing Manager to drive innovation in Fraud Strategy and servicing landscape. This exciting and critical position...Suggested$105k - $130k
...itAs the leading end-to-end investment platform for single-family rental... ...is looking to hire an analytical, entrepreneurial, and experienced... ...for Asset Management clients and own accurate, timely weekly... ...root causes, and recommend strategies that improve NOI, occupancy,...Temporary workLocal areaRemote workHome officeVisa sponsorship- ...experienced Private Wealth Advisor to serve high-net-worth clients with sophisticated investment advice, planning, and long-term relationship management... .... You will lead client engagements, tailor planning strategies, and maintain ongoing client communications to build...
$112k - $249.6k
...leadership. Must possess strong analytical and presentation skills.... ...key decisions and developing strategies. Those with advanced MS... ...effectively managing all of the risks associated with their business... ...Preferred SkillsAccountability, Client Counseling, Decision Making,...Full timeTemporary workPart timeWork experience placementWork at officeFlexible hours$150k - $200k
...and success of our clients through deep... ...national public finance investment banking franchise... ...long-term financial strategy.Transaction... ...: Lead and mentor Associates and Analysts, fostering... ...financial modeling and analytical capabilities.... ...Atlanta, GA; Richmond, VA; Salt Lake City,...Full timeLocal area$212k - $318k
...team, part of our people and investments business at Marsh. This role... ...Financial Group provides clients with high-quality actuarial... ...summarizing findings and recommending strategies or solutions • Provide... ...data science, or predictive analytics Why join our team: • We...Minimum wageWork at officeLocal areaRemote workFlexible hours3 days per week1 day per week- A financial services firm is seeking a highly organized Investment Operations Associate in Phoenix, AZ. This role involves providing support for client portfolios, ensuring data accuracy, and collaborating closely with advisors. Candidates should have a bachelor's degree...Remote job
$212k - $318k
...you will develop the overall strategy for the Health Actuaries... ...ongoing actuarial work that is client ready, on time, and on budget... ...critical thinking and analytical problem-solving skills Engagement... ...and capital, people and investments, and management consulting,...Minimum wageWork at officeLocal areaRemote workFlexible hours3 days per week1 day per week- ...advisory services. You will conduct discovery‑driven conversations to uncover client goals and life‑stage needs, and apply planning across investments, retirement, risk, and wealth strategies. You will build ongoing advisory relationships through reviews, outreach, and...
- ...wealth advisory firm in the Phoenix area, seeks a client-centered Wealth Advisor to deliver personalized investment guidance, financial planning, and relationship... ...manage client portfolios, support long-term planning strategies, and grow client relationships through proactive...
- J.P. Morgan Chase is seeking a Private Client Advisor in Chase Wealth Management to deliver... ...comprehensive financial planning and investment guidance to individuals and families.... ...firm, and help clients monitor and adjust strategies with a client-first, integrity-driven approach...
- PNC Wealth Management in Phoenix, AZ is seeking a Wealth Advisor to lead investment and insurance strategies for clients, building and retaining a strong book of business within the wealth management division. You will grow client relationships through strategic networking...
- ...we call partners, and to provide to our clients and the communities we serve worldwide.... ..., address changes, statement addresses, investment guidelines, fees, etc.). Orders reports... ...for client meetings. ~ Strong analytical, organizational, and communication skills...H1bWorldwideFlexible hours
$50k - $100k
...capture new business and expand client partnerships. Builds and... ...decisions that align to business strategy, protect assets, and adhere... ..., Credit Qualifications and associated credit knowledge and skills according... ...Detail-Oriented Analytical Thinking Salary $50,000.00 -...Part timeSummer workInternshipWork at officeLocal area$80.49k - $107.32k
.... The Role CenturyLink Investment Management (CIM) serves as the... ...to help shape investment strategy, asset allocation, portfolio... ...ideal candidate combines strong analytical capabilities with intellectual... ...DE, IL, MA, MD, NJ, NY, TX, VA, and WA. Lumen offers a comprehensive...Temporary workRemote work- ...Our client, a large, successful family office in the Southeast Phoenix... ...looking for an experienced, highly analytical, sophisticated Director of... ...Assist the CFO in evaluating new investment opportunities, capital allocation strategies, or debt restructuring scenarios...Full timeWork at office
$41.5k - $65.5k
...g. everyday banking, retail investments, lending solutions, home financing... ...business solutions).Offers clients advice and guidance on... ...decisions that align to business strategy, protect assets, and adhere... ...& team skills - Good.Analytical and problem solving skills -...Contract workPart timeLocal areaImmediate startDay shift- ...supports branch operations and assists clients with their financial needs. Personal Bankers... ...options to clients. Contribute to strategies to help expand small business and consumer... ...Must have excellent organizational and analytical skills and superior written and oral...Work at office
- ...Risk Appetite and Corporate Strategy. This role is responsible for... ...or related field. Advanced analytical skills to determine key areas... ...Bancorporation. Serving clients nationwide, Western Alliance... ...legacy bank brands — Alliance Association Bank, Alliance Bank of Arizona...Full time
$77.12k - $147.39k
...assignments. The position involves applying analytical techniques to drive product performance... ...Springs, CO; Charlotte, NC; Chesapeake, VA; or Tampa, FL. Please note: Relocation assistance... ...18 hours ago Sr Data Analyst (Servicing Strategy) On-site Senior Business Systems Analyst...Full timeCurrently hiringWork at officeRemote workRelocation package$68k
...support other projects and clients depending on practice needsWhat... ...makes you stand out?Strong analytical skills, both quantitative... ...work, reshaping retirement and investment outcomes, and unlocking real... ...firm in the areas of risk, strategy and people, with more than 8...Permanent employmentWork at office3 days per week- Curvion Blue is seeking a Senior Wealth Strategy Consultant to conduct 25-30 inbound Zoom consultations weekly with high-net-worth prospects... ...relationship building, trusted guidance, and educating clients over traditional selling, with extensive coaching and a fully remote...Remote job
$115.92k - $143.19k
...Senior Capital Markets & Investment Portfoilio Risk... ...liquidity and capital risks associated with the Company’s... ...with a strong analytical background who is looking... ...Monitor and assess hedging strategies and asset portfolio... .... Serving clients nationwide, Western Alliance...Full time- ...credit, and data ecosystem by managing analytical workflows, enhancing system functionality... ...Western Alliance Bancorporation. Serving clients nationwide, Western Alliance Bank includes six legacy bank brands — Alliance Association Bank, Alliance Bank of Arizona, Bank of...Full time
- ...a global Private Equity Real Estate firm to appoint an Investment Analyst or Associate from an Investment Banking background.The firm are a global... ...to manage multiple priorities, and equipped with strong analytical capabilities and meticulous attention to detailSelf-...
$160k - $180k
...estate lender and alternative investment manager with over $8 billion... ...experience for our clients. Backed by a substantial balance... ...additional funds, investment strategies, investors, and AUM without... ...Strong technical accounting, analytical, and problem-solving skills....Full timeWork at office
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