Investment Support Analyst I — Build Client Portfolios & Growth
Citizens Bank
Citizens Bank is seeking an Investment Support Analyst I to assist Wealth Advisors in constructing and maintaining client investment portfolios. This role requires expertise in investment products and a strong interest in market best practices. The ISA will work closely with the Investment Strategy team to ensure optimal portfolio construction and support for existing clients. The role provides an opportunity for FINRA licensing sponsorship upon joining. Excellent benefits, including health coverage and flexible work arrangements, are offered. #J-18808-Ljbffr Citizens Bank
$33 - $36 per hour
Investment Support Analyst I The Investment Support Analyst at Citizens Wealth Management supports... ...in constructing and maintaining client investment portfolios, ensuring expert knowledge of... ...to drive client success and asset growth, with preferred qualifications including...SuggestedHourly payWork at officeLocal areaFlexible hours- ...services firm in Cranston, RI is seeking a Tax Advisor to build year-round client relationships and provide comprehensive tax services. In this... ...expertise to enhance client experiences and drive business growth. The ideal candidate will have 5+ years of tax experience,...Suggested
$52k - $90.5k
Beacon Bank in Providence, RI, is seeking a candidate for the Investment Services department. The role involves analyzing and underwriting credit requests, managing loans, and supporting clients in achieving their investment objectives. The successful candidate will have...Suggested- Rhode Island Commerce Corporation is seeking an Investment Analyst to support the Investment Team. The ideal candidate will evaluate investment applications, build complex financial models, and prepare investment summaries. This role requires a Bachelor's degree in a relevant...SuggestedFull time
- ...Tax Advisor to provide diverse tax and business services year-round. In this role, you will build strong client relationships and provide expert tax preparation, audit support, and planning. The ideal candidate will have over five years of tax experience, excellent communication...Suggested
$50 - $60 per hour
A pioneering AI firm is seeking an Assistant Portfolio Manager to contribute to high-quality AI training. This remote position offers flexibility to work part-time or full-time, focusing on financial models and AI output evaluation. The ideal candidate should have a Master...Remote jobHourly payFull timePart time$105k
...Overview Client Services Administrator to $105K - Supportive Culture, Meaningful Work! Our client, a boutique wealth... ...key point of support for senior investment professionals and their client relationships... ...accurate records within portfolio and document management systems;...Work at office$70k - $90k
...direct M&A experience, strong communication skills, and be familiar with CRM tools. The position offers a competitive salary of $70,000 - $90,000/year, along with comprehensive benefits and opportunities for growth in a dynamic organization. #J-18808-Ljbffr Harris Computer$90.23k
...your co-workers are invested in you and your... ...are encouraged and supported to do your very best... ..., career growth and development for... ...Senior Financial Analyst to join our Corporate... ...employees plan, design, build and operate as... ...the needs of our clients. CDM Smith Inc. and...H1b$102k - $120k
...healthcare, Datavanters are building the future of how data... ...Senior Financial Analyst to join our team. This... ...architecting them. You will support the end-to-end forecast... ...strategy powers a high-growth, high-performance,... ...and staff, many of our clients require post-offer health...- ...Consumer Investments - Investment Specialist Trainee (Obtain... ...this by driving Responsible Growth and delivering for our clients, teammates, communities... ...developing exceptional talent, supporting our teammates' physical,... ...Bank of America, you can build a successful career with...TraineeshipWork at officeShift workDay shift
- ...Business Banking located in Providence, RI. The role involves managing a portfolio of business clients, building new relationships, and ensuring client retention while contributing to deposit growth and loan production. The successful candidate should have over 3 years...
- ...Technical Sourcer to assist with the full recruitment lifecycle and build talent pipelines for technical roles, including those requiring security clearances. This role includes multitasking, supporting compliance, and coordinating recruiting projects while maintaining...
$102.3k - $140k
...As a Sr Financial Analyst - Strategic Finance... ..., value creation, investment prioritization,... ...improve outcomes. Support mergers and acquisitions... ...to accelerate growth and expand... ...role. Experience building complex financial... ...long-range planning, portfolio decision-making, or...Shift work$124.2k - $186.2k
...projects. Information Security builds technologies, tools, and... ...data, enabling Rubrik's secure growth and maintaining its reputation... ...investigation when needed; Support controlled changes and vulnerability... ...greater innovation for our clients. Your impact extends beyond Rubrik...Local areaRemote work$105k - $250k
Citizens Bank is seeking a Wealth Advisor to develop personalized wealth management strategies that meet client goals. The role emphasizes collaboration with partners and proactive outreach to enhance relationships. Qualified candidates will have a solid track record in...- ...seeking a Wealth Advisor in Johnston, Rhode Island, to assist clients in achieving their financial goals. The advisor will develop personalized... ...medical, dental, vision coverage, and more. Join us in a supportive culture dedicated to community service. #J-18808-Ljbffr...
- ...Our client is seeking a highly skilled Financial Planning Analyst to provide strategic financial... ...financial expertise and support organizational... ...insights Build and maintain financial... ...planning and investment analysis, evaluating... ...organizational growth Prepare and...
- Rhode Island Commerce is seeking an Investment Analyst to support the Investment Team. The role involves evaluating applications for state business incentives, building complex financial models, and preparing investment summaries. Candidates must have a Bachelor's degree...Full time
- Employee Type Exempt Salary Statement of Duties The Investment Analyst will support the Investment Team by acting as an efficient team player with... ...for state business and real estate incentive investments Build complex pro-forma financial models and valuation analyses,...Full timeFlexible hours
- ..., analytical and operational support to the business functions within... ...the packing and shipment of client files to Iron Mountain... ...financial services regulations and investment products FINRA licensures... ...potential and maximize your career growth. Posting End Date: 11/18/202...Work experience placementH1bWork at officeLocal areaWork visaMonday to Friday
$37.06k - $52.94k
...integrated with a powerful discovery platform to support the information needs and maximize the... ...assistance to internal and external clients. Using various problem identification skills... ...as your further development and career growth at EIS. About You 2 Years of experience...Local areaRemote workWorldwideFlexible hours- ...will conduct virtual consultations, assess client needs, and build lasting relationships. Candidates should be... ...competitive, and motivated, ready to thrive in a supportive environment that encourages personal and professional growth. Weekly pay and comprehensive training are...Remote jobWeekly payWork from homeFlexible hours
$25.75 - $41.5 per hour
...opportunities to all colleagues. Growth opportunities and... ...for a complex client portfolio of mass affluent... ...affluent premier value, building lasting relationships... ...client Understands and supports the Bank's Customer... ...package reflects the investments we make in our colleagues...Bank staffWork at officeLocal areaFlexible hours$59k - $71k
Gilbane Building Company is seeking a Corporate Accountant I in Providence, RI. This role involves supporting senior accountants with administrative tasks, bookkeeping, and preparing... ...analytical skills, with opportunities for career growth through Gilbane University training...$98k - $125k
...Sr Program Financial Analyst demonstrates deep expertise... ...with external clients such as the Contracting... ...monitoring and analysis support to the Program Manager.... ...regulations ~ Ability to build relationships across functional... ...our Core Values is to Invest in Our People so we...Contract workWork experience placementFor subcontractorH1bWork at officeRemote work$84.5k - $178.1k
...Description Principal Financial Analyst to support Capital expenditure for... ...deployment trends. • Build scalable financial models for... ...on optimizing OCI’s capital investment and supply chain footprint.... ...: Certain US customer or client-facing roles may be required...Temporary workFlexible hours- ...Financial Analyst Brown's Division of Biology and Medicine – composed... ...forecasting for an assigned portfolio of departments and/or... ...subject matter expert (SME) supporting central as well as program finances... ...working style and ability to build strong relationships with...Full timeRemote workFlexible hours
- ...delivering real value to our clients. Our mission is... ...asset, and we invest in their growth and success through... ...are also committed to supporting work–life balance,... ...enjoys mentoring staff, building client trust, and... ...: Oversee a portfolio of not-for-profit clients...Full timeWork at officeLocal areaFlexible hours3 days per week
$73k - $101.8k
...Finance Analyst In this role at Citizens, you'll experience new things,... ...staff in a team environment and support initiatives that will improve financial... ...for Commercial Operations, Portfolio Management, and in-business Risk teams. Help build and maintain financial models...Local areaFlexible hours
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