Investment Analysis Jobs

This Investment Associate role supports the global venture capital team in identifying and executing opportunities within North America, focusing on energy and industrial sectors. Key responsibilities include sourcing deal flow through industry networks and research, conducting comprehensive due diligence such as financial modeling and market analysis, and assisting with portfolio management and reporting to investment committees. The position offers a dynamic environment for professionals with a background in engineering, finance, or consulting to develop expertise in corporate venture capital. The role involves close collaboration with senior personnel and potential board observer status, providing significant growth opportunities within a strategic, mission-driven organization.

This Real Estate Development Undergraduate Internship at NORF Companies offers high-performing business students hands-on experience in historic redevelopment and urban renewal based in New Orleans. The role involves supporting financial and market analysis, assisting with underwriting models and feasibility studies, and preparing professional presentations for senior leadership. Interns engage with the full development lifecycle, from acquisition to execution, within a fast-paced entrepreneurial environment. The position is appealing for its direct exposure to real-world investment decisions, meaningful responsibilities, and a culture that values professional development and diversity. The opportunity is available part-time to full-time during the summer and part-time during the academic year.

This Finance Manager role within the FP&A team at Dyson's US headquarters supports strategic growth across the Americas region. The position involves leading annual budgeting and forecasting processes, developing complex financial models for scenario analysis, and driving the monthly forecast cycle. Key responsibilities include conducting variance analysis, creating executive dashboards, and collaborating with cross-functional partners to align financial planning with business goals. The role appeals to candidates seeking a dynamic environment where they can mentor teams and influence high-level strategy. It offers a collaborative campus culture in Chicago's Fulton Market neighborhood, emphasizing in-person teamwork, professional development, and a comprehensive benefits package including health coverage and product discounts.

This part-time Digital Marketing Internship is based at Hollywood Park in Inglewood, California, offering a behind-the-scenes look at operations for SoFi Stadium and the YouTube Theater. The role involves supporting the marketing team with website updates, managing email campaigns, handling digital ad buys, and analyzing ROI data for various events. Interns will also assist with social media initiatives, create presentation decks, and ensure the accuracy of consumer-facing products. The position is appealing for its opportunity to gain real-world experience in the sports and entertainment industry while collaborating with cross-functional departments. Candidates will work onsite at least two to three times per week, with flexibility to attend weekend and evening events, providing a unique chance to contribute to world-class venues hosting major sporting and cultural gatherings.

This senior data analyst role supports a federal agency client by delivering advanced analytics, Management Information System operations, and performance measurement services. The position involves leading statistical analyses of investigative outcomes, building predictive models for case prioritization, and developing automated Tableau dashboards for executive reporting. Key responsibilities also include designing ETL pipelines for interagency data integration, conducting network analysis to identify criminal enterprise patterns, and mentoring junior team members. The role offers a collaborative environment with 100% paid medical benefits and opportunities to work on high-impact national security initiatives. While the position is contingent on contract award, it provides a chance to apply expert skills in Python, R, and SQL within a mission-driven organization.

This Associate role within the Portfolio Analysis Group at JPMorgan Wealth Management focuses on delivering independent analysis and thought leadership to support investment outcomes. Key responsibilities include managing composite performance reporting, conducting risk and return attribution analysis, and collaborating with technology teams to enhance portfolio analytics capabilities. The position involves validating performance processes, creating strategic business requirements, and serving as a subject matter expert for front-office advisors. The role is appealing for its opportunity to drive innovation in wealth management technology and work on high-impact strategic projects. It offers a collaborative environment within a global financial leader, requiring strong quantitative skills and the ability to communicate complex data to senior stakeholders. The position is based in Brooklyn, New York.

The Fund Accountant role at Prime Group Holdings supports the accounting and reporting operations for private equity real estate funds within the firm's headquarters in Saratoga Springs, NY. Key responsibilities include managing cash flow, preparing financial reports for investment vehicles, reviewing deliverables from fund administrators, and coordinating with auditors and internal accounting teams. This position offers the opportunity to work within a respected, vertically-integrated real estate firm known for its strong culture of teamwork and ethical practices. The role is ideal for a detail-oriented professional seeking to develop skills in fund accounting while contributing to a dynamic, fast-paced environment with opportunities for career growth.

This Full-Time Research Associate role within the Fundamental Research Group supports Fixed Income Investment Professionals by conducting bottom-up fundamental research on Emerging Markets and Investment Grade Corporates. Key responsibilities include performing deep financial analysis on bond issuers, drafting research notes, facilitating meetings with stakeholders, and contributing to the credit investment process. The position offers a collaborative culture that values diverse perspectives and authentic self-expression, alongside opportunities for professional growth through mentorship and on-demand development resources. The role provides flexible work options, generous benefits, and occasional travel for research trips, allowing associates to balance a full life with their career goals.

This Director-level investment banking role at Bank of America focuses on originating and executing complex transactions for middle market and emerging growth clients. Key responsibilities include leading buy-side and sell-side M&A deals, overseeing capital markets processes, and managing teams of analysts and associates. The position involves drafting transaction documents, conducting financial due diligence, and preparing valuation models and marketing materials. The role offers a collaborative in-office environment in Chicago with opportunities for remote work within a commutable distance, alongside a culture that values professional growth, inclusive leadership, and meaningful community impact. Approximately 15% domestic travel is required to support client engagements.

This senior leadership role within the Global Healthcare Investment Banking team at Bank of America focuses on the Life Science Tools and Diagnostics sector. The position involves serving as the primary client contact, overseeing M&A models, leading IPO drafting sessions, and managing complex transactions including mergers, divestitures, and capital raises. Key responsibilities include directing junior analysts, coordinating global deal execution, and ensuring rigorous risk management. The role appeals to professionals seeking to drive impactful financial strategies within a diverse, inclusive culture that values responsible growth. While based in New York, the position offers opportunities for significant career development and the chance to make a tangible difference in the healthcare industry.

The Planner role within Travis County Health and Human Services supports a mission-driven team dedicated to improving community well-being and protecting vulnerable populations. Key responsibilities include conducting primary and secondary research, analyzing data to inform policy decisions, managing social service contracts, and facilitating community planning processes. The position offers a hybrid work arrangement and provides opportunities for professional growth through formal training and skill development. This role appeals to candidates seeking a career with tangible social impact, featuring a collaborative culture, generous paid time off, comprehensive health benefits, and a robust retirement plan.

This full-time Financial Consultant role at Fidelity Investments is based in Boston and focuses on delivering personalized financial guidance to clients. The position involves conducting comprehensive financial planning, developing tailored investment strategies, and managing client portfolios while ensuring regulatory compliance. Key responsibilities include educating clients on financial products, staying current with market trends, and building long-term relationships. The role appeals to professionals seeking to leverage extensive resources and a collaborative culture within a leading asset management firm. Benefits include comprehensive health coverage and retirement savings options. A Certified Financial Planner designation is preferred, and relevant FINRA licenses may be required.

The Financial Consultant role at Fidelity Investments supports the Boston-based team by delivering strategic financial guidance and services to clients. Key responsibilities include conducting comprehensive financial planning, developing tailored investment strategies, managing client portfolios, and educating customers on various financial products while ensuring regulatory compliance. The position appeals to professionals seeking to leverage extensive resources and a vast array of financial tools to help clients achieve their long-term goals. The role offers a collaborative environment with a focus on building lasting client relationships and provides a comprehensive benefits package including medical, dental, vision, and life insurance.

This senior leadership role within Stout's Valuation Advisory group focuses on the Transaction Opinions practice, specifically driving expansion on the West Coast. The position involves leading fairness and solvency opinion engagements for public and private transactions, managing high-level client relationships with boards and executives, and overseeing the strategic direction and growth of the practice. Key responsibilities include mentoring professionals, setting operational standards, and representing the firm through thought leadership. The opportunity is appealing due to a collaborative culture rooted in core values like accountability and relationship-building, alongside significant investment in professional growth through mentorship and training. The firm offers flexible work schedules and a supportive environment that promotes work-life balance and inclusion.

The Director, Business Development role at Larimar Therapeutics supports a clinical-stage biotechnology team focused on treating rare diseases through novel cell-penetrating peptide technology. Reporting to the Chief Financial Officer, the position involves creating long-range strategic partnering plans, evaluating licensing opportunities, and building financial models to assess investment potential. Key duties include managing third-party interactions, overseeing external advisors during transactions, and conducting market analysis to identify growth trends. The role appeals to professionals seeking to join an agile, entrepreneurial environment where scientific leadership drives decision-making. This position offers the opportunity to shape the company's future in the life sciences sector while collaborating with a cross-functional team committed to advancing treatments for complex conditions.

The Finance Director role leads the Finance, Accounting & Administration Department for the Park City Municipal Corporation, supporting a vibrant mountain community. Key responsibilities include overseeing all city finance and treasury operations, developing and monitoring operating and capital budgets, and ensuring compliance with governmental accounting standards. The position also involves directing financial reporting, managing audits, and advising city leadership on long-range financial planning and capital projects. This opportunity appeals to strategic public-sector leaders by offering a collaborative culture focused on transparency, equity, and innovation within a high-quality mountain town setting. The role emphasizes work-life balance and provides the chance to drive process improvements while mentoring a dedicated team.

The Business Banking Senior Relationship Manager role serves as a trusted advisor for complex commercial clients with annual revenues between $20 and $50 million. Key responsibilities include managing an extensive portfolio, analyzing financial statements to assess business conditions, and collaborating with internal specialists to design tailored financial solutions. The position emphasizes acquiring new business, deepening existing relationships, and mentoring peers within the team. This opportunity appeals to professionals seeking a career in a collaborative environment that values inclusive growth and professional development. The role operates within an in-office culture that provides flexibility based on specific business needs, offering a stable 40-hour work week focused on driving responsible growth and making an impact in the community.

The Senior Analyst – Investments role supports the Investment Team within the senior housing sector by driving portfolio performance through financial analysis and transaction underwriting. Key responsibilities include evaluating acquisition and disposition opportunities, building complex investment models in Excel, and preparing detailed reports for investment committees. The position also involves monitoring property performance metrics and assisting with asset management initiatives. This opportunity appeals to candidates seeking a collaborative environment that values continuous learning and professional growth. The team fosters a culture of innovation where employees are encouraged to leverage emerging technologies and AI tools to enhance decision-making. The role offers a dynamic work setting with exposure to a diverse network of industry stakeholders and a strong emphasis on work-life balance.

This full-time commercial real estate role focuses on investment sales within a collaborative advisory team. The position involves developing client relationships, conducting property analysis and financial modeling, and leveraging proprietary tools to create markets for investment opportunities. The role appeals to entrepreneurial individuals seeking the freedom to build their own business while benefiting from extensive training, coaching, and a shared client database. The work arrangement supports independent goal setting and operates on a commission-only basis with unlimited earning potential.

This Associate role within Blackstone's Chief Investment Office supports firmwide coordination, investment process stewardship, and macroeconomic insight. The position involves analyzing portfolio company performance and operating KPIs across private equity platforms to generate actionable trends and detailed reporting. Key duties include enhancing data architecture to support AI-driven insights and serving as a liaison between investment teams, operational groups, and senior leadership to streamline workflows. The role appeals to candidates seeking to work at the world's largest alternative asset manager, offering exposure to a global ecosystem of $1.1 trillion in assets and a culture that values rigorous analysis, cross-functional collaboration, and continuous process improvement.

This hybrid Investment Consultant role serves as a strategic product expert and sales coach for field advisors, focusing on complex financial planning and investment solutions. Key responsibilities include delivering targeted training on diverse investment products, providing expert consultation on tax and retirement strategies, and analyzing prospect scenarios to guide effective practice building. The position appeals to professionals seeking to influence industry standards through innovation and cross-departmental collaboration within a client-centric culture. The hybrid work arrangement combines remote flexibility with periodic travel to network offices for in-person events and leadership engagements.

The Investment Accounting & Reporting Associate Director role supports the Investment Administration and Accounting team at Zurich Group Investment Management in Parsippany, New Jersey. The position involves leading investment subledger activities, overseeing monthly close and reporting processes, and ensuring compliance with complex accounting standards such as IFRS, US GAAP, and NAIC regulations. Key responsibilities include driving digitalization initiatives using automation tools like Python and Power BI, managing cross-functional improvement projects, and providing technical coaching to junior team members. This position appeals to candidates seeking a hybrid work arrangement within a global organization that values innovation, operational excellence, and professional growth. The role offers the opportunity to shape the future of investment data integrity while working in a supportive environment that encourages continuous learning and the application of emerging technologies.

This full-time Investment Banking Associate role is based in Dallas within the Oilfield & Energy Infrastructure Services group at Stephens, a privately held firm founded in 1933. The position focuses on executing mergers and acquisitions, capital raising, and restructuring for clients in the energy sector. Key responsibilities include developing financial models, performing valuation analyses, creating marketing materials, and mentoring junior analysts while building client relationships. The role appeals to candidates seeking a collaborative, long-term career path within a stable, family-owned environment that values deep industry expertise and professional growth. The position requires a strong commitment to high-quality work and offers the opportunity to contribute to a transatlantic team of over 275 professionals.

This senior leadership role serves as the strategic finance partner for Global Manufacturing and Supply, reporting directly to the SVP of Finance. The position oversees all FP&A activities, including the global financial planning calendar, annual budgeting, and forecast processes for manufacturing sites. Key responsibilities involve leading month-end financial reviews, managing capital expenditure and plant network strategy, and driving process improvements through technology and AI. The role requires leading a team of six while collaborating with executive leadership to optimize resource allocation and financial performance. The position offers a hybrid work arrangement with approximately 50% on-site time in Parsippany, NJ, or Dublin, Ireland, and includes significant travel. It appeals to candidates seeking a high-impact environment focused on continuous improvement, professional development, and shaping the financial direction of a global manufacturing network.

This Asset Manager role within the Industrial division of BH Properties supports operations across Phoenix and Texas, reporting to the Managing Director of Asset Management. The position focuses on maximizing total returns by implementing operational efficiencies, overseeing capital improvement projects, and managing leasing strategies for industrial assets. Key responsibilities include directing third-party property managers, negotiating lease renewals, conducting property inspections, and preparing detailed portfolio reports for senior leadership. The role appeals to professionals seeking a career with a well-capitalized, vertically integrated firm known for its entrepreneurial culture and rapid transaction capabilities. It offers opportunities for significant professional growth within a collaborative team environment, though it requires approximately 35% travel to manage regional assets.