Investment Solutions Jobs

This full-time Investment Banking Analyst role supports the Energy & Power team within Piper Sandler's Houston office. The position focuses on executing financial analysis, building complex financial models, and assisting with transaction processes such as mergers, acquisitions, and capital markets activities. The team values deep sector expertise and provides candidates with opportunities to work alongside experienced professionals in a collaborative environment. The role appeals to motivated individuals seeking rapid career advancement and professional growth within a firm that prioritizes employee well-being and an inclusive culture. Candidates must have at least one year of relevant experience in finance or energy sectors and possess strong communication skills.

The Financial Solutions Advisor role serves clients in the South Austin and North San Antonio areas to help them achieve their financial goals through customized investment and banking strategies. Key responsibilities include building comprehensive financial plans, recommending brokerage products such as stocks and bonds, triaging client leads, and referring clients to appropriate internal partners based on their needs. The position requires holding Series 7 and 66 licenses and involves managing client relationships while adhering to regulatory standards. This opportunity appeals to professionals seeking a career with growth potential within an inclusive culture that values responsible growth and community impact. The role operates on a hybrid basis with specific in-office attendance requirements and includes rotating Saturday shifts.

This Vice President role within the Mid-Cap Investment Banking team at JPMorgan Chase focuses on the Media and Communications sector. The position involves serving as the primary client contact and lead banker for a wide range of transactions, including mergers, acquisitions, restructurings, and capital raises. Key responsibilities include overseeing financial modeling, managing junior analysts, coordinating deal execution, and leading client negotiations. The role appeals to professionals seeking to work with a historic global financial leader known for its innovative solutions and diverse workforce. It offers the opportunity to manage high-level projects independently while collaborating with internal and external stakeholders in a dynamic environment.

This Investment Banking Associate role within the Corporate Finance Business Services group at Houlihan Lokey focuses on delivering strategic M&A advisory to professional and technology-related service companies. Key responsibilities include building complex financial models, conducting business due diligence, preparing marketing materials and presentations, and supporting the execution of transactions. The position offers a collegial yet entrepreneurial environment where associates work on four-person deal teams with substantial responsibility. The role is appealing for its opportunity to mentor junior staff, engage with senior-level clients, and contribute to a firm recognized as a top global M&A advisor. The position is based in New York.

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.

The Analyst, Technology Investment Banking role within the Capital Markets Sales & Service team supports deal teams in developing and winning mandates for prospective and current clients. Key responsibilities include conducting complex financial modeling and valuation analysis, creating statistical exhibits and industry compilations for client presentations, and generating marketing materials that address specific client needs. The position appeals to candidates seeking a collaborative environment where they can apply deep industry expertise to drive innovative solutions. The role offers opportunities for professional growth through in-depth training, coaching, and the chance to make an immediate impact on business outcomes. Based in San Francisco, the position requires a blend of independent work and close teamwork within a dynamic financial services organization.

The Client Solutions Director role within Robert Half Management Resources focuses on business development for finance, accounting, human resources, and operations sectors. Key responsibilities include presenting services to new and existing clients through various communication channels, cultivating enterprise-level relationships with stakeholders, and analyzing market trends to serve as a trusted business advisor. The position is based in Grand Rapids, Michigan, and offers the appeal of working for a globally recognized industry leader with a history of stability and innovation. The role provides exceptional career advancement opportunities across over 300 locations, access to cutting-edge technology and training tools, and a collaborative culture dedicated to ethical practices and social responsibility.

The CIT Investment Product Strategy Manager role supports the strategic assessment and optimization of institutional investment products within Vanguard's collective investment trust strategy. Key responsibilities include conducting deep market and competitive analysis to identify new product opportunities, synthesizing complex data into executive-ready recommendations, and collaborating with cross-functional stakeholders to drive product lifecycle decisions. The position appeals to candidates seeking a mission-driven environment focused on long-term client financial wellbeing, offering a hybrid work arrangement that balances flexibility with in-person collaboration. The role provides significant growth potential through exposure to senior leadership and the opportunity to shape strategy in a highly collaborative, matrixed organization.

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 role within J.P. Morgan Wealth Management supports Private Client Advisors in Jacksonville by handling operational, marketing, and administrative functions. Key responsibilities include facilitating account openings and investment trades, assisting with client relationship building and wealth planning, and ensuring strict compliance with risk management and regulatory procedures. The position requires active Series 7, SIE, and Series 66 licenses. The opportunity appeals to candidates seeking to contribute to a leading financial firm's mission of helping clients achieve their goals. It offers a collaborative team environment with access to comprehensive benefits, professional development resources, and a culture that values diversity and inclusion.

The Sr. Practice Solutions Relationship Manager role within the specialized Practice Solutions team focuses on serving private healthcare and veterinary practice owners. The position involves evaluating client needs to design custom financial solutions, managing a territory's lending and deposit relationships, and acting as a consultant for loan proposals and credit analysis. Key responsibilities include direct prospecting, expanding business through industry networks, and maintaining portfolio profitability and risk management. This hybrid position requires on-site presence four days a week and offers the appeal of working with a dedicated team that values deep industry expertise and client relationships. The role provides opportunities for professional growth within a culture that emphasizes trust, community involvement, and multiple career paths.

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 senior executive role within Global Investment Management & Finance Systems leads the strategic modernization of trading and execution technology for a leading investment firm. The position involves defining the enterprise execution roadmap, overseeing multi-asset order management platforms, and partnering with senior leadership to translate business needs into scalable technical solutions. Key responsibilities include establishing governance frameworks for risk and compliance, managing budgets, and mentoring a high-performing team. The role is appealing due to the opportunity to drive innovation across a global scale while fostering a mission-driven culture focused on long-term client wellbeing. The position operates under a hybrid working model that balances flexibility with in-person collaboration.

The Lead Finance Analyst role within Global Partner Solutions provides strategic financial leadership to support Lumen's partner-led growth initiatives. Key responsibilities include developing financial models and business cases for strategic investments, designing performance tracking frameworks with KPIs, and translating complex data into actionable insights for senior leadership. This position offers the opportunity to work in a dynamic, data-driven environment where ownership and disciplined execution are valued. The role is fully remote and appeals to candidates seeking meaningful impact in shaping future business performance and investment decisions.

The Lead Finance Analyst role within Global Partner Solutions provides strategic financial leadership to support Lumen's partner-led growth initiatives. The position involves developing financial models and ROI analyses for strategic investments, designing KPI frameworks to track business performance, and translating complex data into actionable insights for senior leadership. This role appeals to candidates seeking high-impact opportunities in a dynamic, data-driven environment where ownership and disciplined execution are valued. The position offers remote flexibility and the chance to shape future business decisions while collaborating with cross-functional teams across strategy, sales, and operations.

The Director of Community Investment & Grantmaking leads the strategic design and execution of Yoga Alliance's financial and human resource initiatives to expand yoga access globally. This role involves crafting an equitable grantmaking program, integrating yoga into institutional policies, and managing cross-functional partnerships to drive systems-level social change. The position offers the opportunity to shape a mission-driven strategy within a collaborative, remote-friendly culture that prioritizes diversity, equity, and inclusion. While based in Arlington, VA, the role includes occasional travel and requires managing complex initiatives across a distributed team.

The Lead Finance Analyst role within Global Partner Solutions provides strategic financial leadership to support Lumen's partner-led growth initiatives. Key responsibilities include developing financial models and business cases for strategic investments, designing performance tracking frameworks with KPIs, and translating complex data into actionable insights for senior leadership. This position offers the opportunity to work in a dynamic, data-driven environment where ownership and disciplined execution are valued. The role is fully remote, allowing for flexibility while contributing to a mission of building secure, high-performance connectivity for the AI-powered world.

This Staff Software Engineer role within Anduril's ArsenalOS team focuses on architecting distributed systems for the Manufacturing Execution System. The position involves designing scalable infrastructure to orchestrate production workflows, including work order management, scheduling, and material flow, while bridging the gap between manufacturing operations and platform foundations. Key responsibilities include defining technical architecture for high-availability systems, leading engineering excellence through hands-on implementation, and driving cross-team collaboration to integrate production requirements into broader technical decisions. The role appeals to engineers seeking to build the strategic digital backbone of a hardware enterprise, offering the opportunity to transform manual factory processes into adaptive, software-defined networks. The position requires U.S. Person status and offers a high-impact environment where technical decisions directly influence the speed and scalability of critical defense manufacturing operations.

The Senior Associate/AVP role within Monroe Capital's Real Estate Alternative Credit Solutions Group focuses on underwriting, due diligence, and asset management for commercial real estate credit investments. Key responsibilities include modeling cash flows and valuations, preparing investment committee presentations, conducting legal and market research, and supporting portfolio management activities. The position offers the opportunity to work on diverse transactions ranging from senior mortgages to preferred equity across the United States and select international markets. This role is appealing for its exposure to a premier private credit firm with a strong track record of generating alpha returns and its collaborative environment that values integrity and ownership. The position is based in New York with a hybrid schedule requiring four days per week in the office.

The Senior Associate/AVP role within Monroe Capital's Real Estate Alternative Credit Solutions Group supports the underwriting, due diligence, and asset management of commercial real estate credit investments. Key responsibilities include modeling cash flows and valuations, preparing investment committee presentations, conducting market research, and assisting with portfolio reporting. This position offers the opportunity to work on diverse transactions ranging from senior mortgages to preferred equity across the United States and select international markets. The role is based in Miami with a hybrid schedule requiring four days in the office. It appeals to candidates seeking exposure to a premier private credit firm with a strong track record of generating alpha returns and a collaborative environment that values integrity and ownership.

The Market Leader, Wealth & Investment Management role serves as the primary relationship manager and business development lead for a diverse network of ultra-high net worth clients within a specific geographic region. Key responsibilities include managing complex fiduciary trust accounts, reviewing portfolio performance with portfolio managers, and driving growth through community outreach and cross-departmental partnerships. The position requires deep expertise in investment strategies and the ability to navigate legal and compliance frameworks. This opportunity appeals to experienced professionals seeking a leadership position within a culture that values integrity, employee empowerment, and professional development. The role involves a hybrid work arrangement with regular travel to client sites and industry events.

The Director, Ventures role leads the investment strategy for Weyerhaeuser's Natural Climate Solutions portfolio within a leading timber and land management company. Key responsibilities include evaluating the existing portfolio, developing investment theses for joint ventures and acquisitions, and executing complex financial models to support high-impact transaction decisions. The position requires building strong external networks with industry partners while fostering cross-functional collaboration internally to drive strategic growth. This opportunity appeals to professionals passionate about innovation in natural capital, offering a mission-driven environment focused on sustainability and future market shaping. The role involves a hybrid work arrangement with approximately 25% travel required to support deal sourcing and execution.

This Vice President role at Blackstone Private Wealth serves as a subject-matter expert for 1031 exchange and tax-deferred real estate solutions. The position supports fundraising and advisor engagement by partnering with investment teams to develop product positioning and manage the full product lifecycle. Key responsibilities include providing technical guidance on tax structures, coordinating due diligence with legal and compliance teams, and creating high-impact market commentary and client updates. The role appeals to professionals seeking to leverage deep private real estate expertise within a global platform managing significant capital. It offers a collaborative environment with opportunities to mentor junior staff and engage with high-net-worth clients across North America, Europe, and Asia, requiring occasional travel for meetings and industry events.

This Wealth Advisor role at Nevada State Bank in Las Vegas focuses on delivering comprehensive financial services to high-net-worth individuals and families within the Zions Wealth Management division. The position involves building strategic relationships with internal banking partners, conducting financial planning, managing investment strategies, and coordinating trust and insurance solutions to meet client objectives. The role appeals to professionals seeking a collaborative environment that values community engagement, continuous learning through tuition reimbursement, and a strong culture of inclusion. The position offers immediate medical benefits, a 401(k) match, and opportunities for career growth within a stable, full-service banking organization.

This full-time Private Client Advisor role within Commerce Trust focuses on delivering comprehensive wealth management solutions to high-net-worth individuals and families. The position involves developing deep client relationships to protect wealth, navigate trust setups, and create customized financial plans that address estate, tax, and investment goals. Key responsibilities include managing a portfolio of fiduciary and investment clients, collaborating with internal partners to provide integrated services, and identifying opportunities to expand client engagement. The role appeals to professionals seeking a collaborative culture that prioritizes employee growth and development over a century of industry leadership. Based in Kansas City, the position offers a supportive environment with opportunities for career advancement and professional certification.