Investment Strategies Jobs

This Financial Advisor role involves managing a book of business and selling investment products within a bank branch environment. The position requires developing financial plans for clients, soliciting new customers, and mentoring licensed branch employees to drive business growth. Key responsibilities include conducting client discovery sessions, ensuring regulatory compliance, and collaborating with bankers to identify cross-referral opportunities. The role appeals to candidates seeking a dynamic sales environment with opportunities for professional development and mentorship. Success is supported by a structured training program and a collaborative culture focused on community service. The position requires on-site presence during business hours and travel between assigned branches, with a valid driver's license and relevant securities licenses being mandatory.

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 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 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.

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 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 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 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 Asset Management Manager role within Accenture Consulting involves leading project teams to deliver strategic insights and implement business changes for world-leading financial clients. Key responsibilities include facilitating workshops with stakeholders to drive innovative solutions, maintaining expertise on industry advancements in asset management technology and strategy, and leading business development initiatives such as client proposals. The position appeals to professionals seeking a collaborative, inclusive culture that values diverse perspectives and offers significant opportunities for career growth through extensive training and development. Working as part of a global collective, the role allows for flexibility to pursue specialist passions while helping shape industries through transformative insights.

The Portfolio Operations Lead role drives superior product performance and operating margin expansion within the Gilbarco Veeder-Root division of Vontier. Key responsibilities include managing P&L targets through value engineering and product line simplification, facilitating cross-functional decision-making, and implementing the Vontier Business System for daily management and strategic reviews. The position serves as a critical liaison between general management and internal stakeholders to ensure operational alignment and rapid problem solving. This opportunity appeals to professionals seeking a dynamic environment that fosters continuous improvement, transparency, and career growth within a global technology company. The role supports a collaborative culture focused on innovation and work-life balance.

This full-time Senior Fund Accountant role provides high-level operational support for the Meeder Funds and Mutual Funds Service Co. within the accounting department. Key responsibilities include managing daily mutual fund workflows, calculating net asset values, reconciling shareholder activity, and preparing regulatory filings such as SEC forms and financial statements. The position also involves monitoring expense accruals, ensuring compliance with investment acts, and assisting with the training of operational personnel. The role appeals to candidates seeking professional growth in a collaborative environment where they can develop financial reporting processes and mentor team members. The position requires a bachelor's degree and 2-4 years of fund accounting experience, with a focus on accuracy, ethics, and problem-solving skills.

This senior leadership role within Arena Investors' North American Structure Finance & Products team focuses on originating and structuring asset-based investments across commercial and consumer sectors. The position involves leading the full deal lifecycle, from business development and negotiation to building complex cashflow models and overseeing legal documentation. Key responsibilities include fostering cross-functional collaboration with internal stakeholders, driving business development to identify new opportunities, and mentoring junior team members. The role appeals to professionals seeking to leverage extensive structured finance experience in a dynamic environment that values creative problem-solving and high ethical standards. It offers a collaborative culture with opportunities for professional growth, comprehensive health and retirement benefits, and a supportive work-life balance.

This entry-level Fund Accountant role within Kaufman Rossin Alternative Investment Services focuses on providing comprehensive administration for alternative investment funds. The position involves managing end-to-end portfolio accounting processes, including transaction processing, reconciliations, and valuations for various securities. Key responsibilities include preparing Net Asset Value workpapers, generating financial statements, and ensuring accurate accounting for complex investment instruments. The role appeals to candidates seeking a career in a top-ranked firm known for its people-first culture and independence from external investors. It offers a collaborative environment with accessible leadership, opportunities for professional growth, and a flexible work arrangement that supports work-life balance.

This Associate role within the Commercial and Investment Bank Treasury Capital Controllers team focuses on managing liquidity, balance sheet, and capital positions for secured financing transactions. Key responsibilities include executing end-to-end reporting of Basel III Risk-Weighted Assets for repo-style and margin loans, performing detailed period-over-period analysis for senior management, and collaborating with business stakeholders to ensure data accuracy. The position offers the opportunity to become a subject matter expert while driving automation initiatives and operational improvements. The role appeals to strategic thinkers seeking to provide critical analytics to support corporate partners in a high-performing finance environment.

The Chief Marketing Officer role serves as a strategic business leader within Denny's Inc., reporting directly to the CEO to drive the brand's next chapter of growth. This executive position oversees enterprise marketing strategy across brand, digital, loyalty, and menu commercialization, with a specific focus on translating brand equity into profitable guest traffic and franchisee confidence. Key responsibilities include leading cross-functional partnerships to align commercial calendars with operational capabilities, advancing data-driven CRM and analytics initiatives, and managing a high-performing marketing organization within a fully franchised environment. The role offers a unique opportunity to shape the future of an iconic American brand during a defining transformational moment. Based in Spartanburg, South Carolina, the position features a hybrid work arrangement with approximately 30% travel and includes relocation assistance for the right candidate.

The Manager - Transportation Systems Management role leads strategic initiatives within the Global Supply Chain Center of Excellence at Cardinal Health. This position oversees the end-to-end lifecycle of the Transportation Management System, focusing on cost optimization, network standardization, and enhanced shipment visibility. Key responsibilities include developing a technology product team, defining long-term strategic roadmaps, and collaborating with IT and business units to deploy innovative solutions that improve operational efficiency. The role offers the appeal of driving significant impact on healthcare logistics while fostering a culture of innovation and accountability. It involves up to 25% travel and is structured as a remote position within an inclusive, diverse work environment.

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 role serves as a Wealth Advisor Consultant within Schwab Advisor Services, focusing on the strategic Ultra High Net Worth (UHNW) offering. The position involves acting as a trusted advocate for independent registered investment advisors by delivering consultative engagement to uncover unique client needs and goals. Key responsibilities include leveraging specialized wealth management capabilities to tailor solutions, articulating differentiated value to help advisors distinguish their practices, and driving strategic growth within the RIA community. The role is appealing due to its focus on high-impact relationship building, the opportunity to champion a visible strategic initiative, and a supportive culture that empowers professional growth. The position requires on-site work four days a week at locations in Westlake, Texas, or Orlando, Florida.

The Finance Business Partner role supports Vermilion Group, the private investment arm of Mortenson, by driving financial strategy and performance for portfolio companies. Key responsibilities include leading budgeting and forecasting processes, building custom financial models to guide strategic decisions, and acting as a trusted advisor to executive leadership teams. The position requires navigating ambiguous environments to create data-driven insights and fostering cross-functional collaboration. This opportunity appeals to professionals seeking a dynamic setting where they can influence high-level growth and value creation across diverse industries. The role is based onsite and offers a supportive culture with comprehensive benefits including retirement matching, health coverage, and professional development resources.

This junior accountant role supports the finance team at Audax Group, a leading alternative investment manager with a global presence. The position involves coordinating with third-party administrators, assisting with the monthly close process, and preparing balance sheet reconciliations and management reports. Key responsibilities include supporting external audits, maintaining filing systems, and analyzing financial data for senior leadership. The role offers an appealing opportunity to gain hands-on experience in a fast-paced private equity environment with exposure to multiple departments. It is ideal for a self-motivated professional seeking to develop skills in a dynamic, high-energy culture while working with advanced accounting systems.

The Wealth Management Client Associate role supports Financial Advisors within Merrill Wealth Management to deliver comprehensive investment and banking solutions. Key responsibilities include serving as the primary point of contact for clients, ensuring operational accuracy in client materials, and deepening relationships by promoting the bank's offerings. The position appeals to candidates seeking a culture driven by diversity, transparency, and client advocacy within a resilient, results-focused team. This full-time opportunity requires an in-office work arrangement with specific attendance requirements, offering a collaborative environment for professional growth and continuous learning.

This Corporate Development Associate role is based in Miami with relocation support available for a leading financial technology company. The position focuses on shaping strategic direction through long-range planning, portfolio optimization, and growth strategy. Key responsibilities include analyzing market trends to identify opportunities, building financial models for investment cases, and managing the full lifecycle of acquisitions and partnerships. The role offers direct exposure to executive leadership and the chance to transition from analysis to execution in a fast-paced environment. It is appealing for its meaningful ownership of business decisions, broad experience across strategy and M&A, and a culture that provides unlimited vacation and comprehensive benefits.

This hybrid Wealth Advisor role is based in the Cherry Creek, Denver office and supports the Client Advisory Team at Curi Capital, a rapidly growing national registered investment advisory firm. The position involves providing comprehensive financial planning services, including asset allocation, estate and tax planning, and insurance analysis for established clients. Key responsibilities also include growing the client base through business development, community involvement, and collaborating with the team to maintain strong client relationships. The role appeals to self-driven professionals seeking a collaborative culture rooted in accountability and service, offering opportunities for meaningful impact on clients' financial futures. The work arrangement requires a minimum of three days in the office, complemented by flexible time off and comprehensive benefits.

The Wealth Management Client Associate role in Los Angeles supports Financial Advisors within Merrill Wealth Management by delivering high-quality client service and operational support. Key responsibilities include serving as the primary point of contact for client inquiries, ensuring accuracy in client materials, and promoting banking solutions to deepen client relationships. The position requires maintaining compliance with bank policies while fostering a client-first mindset in a fast-paced environment. This opportunity appeals to those seeking a culture driven by diversity, resilience, and professional growth within a leading global financial institution. The role is based onsite at the Century City office with a standard full-time schedule.