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Investment Associate Jobs in Washington

Investment Operations Associate Jobs
By Fulcrum Capital At Seattle, WA, United States
Investment and/or wealth management experience is strongly preferred
Trading - Supporting portfolio management team with trade modeling and execution
Liquidity Management – Responsible for monitoring daily capital flows, communicating transactions to advisors, making necessary portfolio adjustments, and tracking through completion
Collaborating daily with portfolio managers, investment analysts, custodians, advisors, and client service associates
Four-year college degree in finance, economics, accounting, or a related area of study
At least two years of relevant professional experience working in an operationally driven environment is preferred
Tdv Investment Associate Jobs
By Takeda Pharmaceutical At , Boston
Confident and positive, high-energy, cultured, and capable of easily interacting with senior management.
Conduct background checks on the current management of the target company
EDUCATION, BEHAVIOURAL COMPETENCIES AND SKILLS:
Outstanding analytical skills, detail-oriented, proactive, and self-motivated
Strong knowledge of Excel including advanced function
Experience with cash flow modeling and investment valuation techniques
Investment Associate Jobs
By Northern Trust Corp. At , Seattle, 98101, Wa $63,000 - $70,000 a year
0-2 years of experience within the financial services industry.
May act as an informal resource for team members with less experience
Strong analytical, organizational, and communication skills are needed to meet meeting deadlines and solve client or administrative problems.
3.Orders reports for portfolio managers or clients as requested.
4.Communicates with clients and portfolio managers on client requests. Ensures that portfolio managers follow-up with client requests.
Apply today and talk to us about your flexible working requirements and together we can achieve greater.

Are you looking for an exciting opportunity to join a dynamic team of investment professionals? We are seeking an Investment Associate to join our team and help us make smart investments that will maximize returns. You will be responsible for researching and analyzing investment opportunities, developing financial models, and making recommendations to senior management. If you have a passion for finance and a drive to succeed, this is the perfect job for you!

Job Description of Investment Associate An Investment Associate is responsible for providing financial advice and services to clients. They are responsible for researching and analyzing investments, developing investment strategies, and providing advice on investments. They also provide portfolio management services, including portfolio selection, asset allocation, and portfolio monitoring. Skills Required
• Knowledge of financial markets and investments
• Ability to analyze financial data and make sound investment decisions
• Excellent communication and interpersonal skills
• Ability to work independently and as part of a team
• Ability to work under pressure and meet deadlines
• Strong organizational and problem-solving skills
Qualifications
• Bachelor’s degree in finance, economics, or a related field
• Relevant professional qualifications such as CFA, CFP, or CPA
• Experience in the financial services industry
Knowledge
• Knowledge of financial markets and investments
• Knowledge of financial analysis techniques
• Knowledge of portfolio management techniques
• Knowledge of financial regulations and compliance
• Knowledge of financial software and applications
Experience
• Previous experience in the financial services industry
• Previous experience in portfolio management
• Previous experience in financial analysis
Responsibilities
• Research and analyze investments
• Develop investment strategies
• Provide advice on investments
• Manage portfolios
• Monitor portfolio performance
• Prepare reports and presentations
• Ensure compliance with financial regulations
• Provide customer service and support