Investment Analyst Jobs in the United States
Mitchell Martin
$36.75 - $52.5
Hamilton Township, NJ
This position is part of a team responsible for financial planning and portfolio analytics, requiring collaboration with various stakeholders. The candidate will work with generic financial technologies to enhance platform capabilities and support field operations.
Northwestern Mutual
Franklin, WI
The Advisory Trading Analyst serves as a strategic partner to financial representatives and clients, combining advanced trading knowledge with analytical insight to deliver exceptional service and optimize investment outcomes. We are committed to creating and maintaining an environment in which each employee can contribute creative ideas, seek challenges, assume leadership and continue to focus on meeting and exceeding business and personal objectives.
Charles Schwab
Omaha, NE
The analyst will work closely with credit, risk, legal, and product partners to assess collateral eligibility, inform advance rates, and support the development of scalable underwriting and monitoring frameworks for alternative asset backed lending programs. This role will focus on evaluating alternative investment collateral—including private company stock, alternative investment funds, and structured notes—and supporting credit decisions for high net worth borrowers.
Mitchell Martin
$36.75 - $52.5
Hamilton Township, NJ
The role involves collaboration with cross-functional teams and stakeholders, utilizing various data technologies. Perform data validation and accuracy checks across systems, identifying and resolving anomalies.
Sentry Insurance
Stevens Point, WI
Additionally, you will: Maintain industry knowledge of various investments, their characteristics and operational support methodologies by participating in meetings and conference calls with general managers, market update calls, and attending selected industry conferences. As an Investment Operations Analyst on our Alternative Investments team, you will: Review various communications and gather necessary documentation to initiate fund capital calls and distributions in a timely manner and record investment activity and valuations within internal systems.
BMO Financial
$110000 - $135000
New York, NY
Application Deadline: Address: 151 W 42nd StreetJob Family Group: Capital Mrkts Sales & ServiceProvides a combination of deep industry sector expertise, innovative thinking in a team-based approach and world class execution across full equity-linked product suite to clients through an integrated Capital Markets platform using a sector ecosystem approach. From in-depth training and coaching, to manager support and network-building opportunities, we’ll help you gain valuable experience, and broaden your skillset.
City National Bank
$37.96 - $60.64
Los Angeles, CA
INVESTMENT MANAGEMENT GOVERNANCE OFFICE BUSINESS ANALYSTWHAT IS THE OPPORTUNITY?Working within the Wealth Management division, you will be part of the team that provides oversight and guidance to City National's lines of business with a strong focus on integrated and streamlined investment management governance programs. Network Affiliate Continuous Monitoring Questionnaires, RNDIP sales activity dashboards, monthly reconciliation of RNDIP referral activity to systems of record, etc.), and provide insight to the practical impacts/implications to the impacted business line and/or Network Affiliate.
CFS
$90000 - $100000
Portland, OR
We are seeking an IT Financial Analyst to join a global technology organization, supporting financial planning, vendor management, and cost optimization across a complex IT environment. This role plays a key part in ensuring financial transparency, optimizing technology investments, and supporting strategic decision-making across IT initiatives.
Vaco LLC
$150000 - $180000
Los Angeles, CA
Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. Vaco by Highspring values a diverse workplace and strongly encourages women, people of color, LGBTQ+ individuals, people with disabilities, members of ethnic minorities, foreign-born residents, and veterans to apply.
Vaco LLC
$90000 - $110000
Raleigh, NC
Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. Determining compensation for this role (and others) at Vaco/Highspring depends upon a wide array of factors including but not limited to the individual’s skill sets, experience and training, licensure and certifications, office location and other geographic considerations, as well as other business and organizational needs.
Vaco LLC
$130000 - $150000
Atlanta, GA
Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. Determining compensation for this role (and others) at Vaco/Highspring depends upon a wide array of factors including but not limited to the individual’s skill sets, experience and training, licensure and certifications, office location and other geographic considerations, as well as other business and organizational needs.
Flagstar Bank
$70451 - $118452
Beverly Hills, CA
This role partners closely with Credit Products Specialists, Relationship Managers, and senior leadership to evaluate loan opportunities, recommend risk mitigations, and drive credit policy improvements. Expert-Level Financial & Credit Analysis – Deep expertise in financial statement interpretation, cash flow analysis, and credit risk assessment for complex commercial lending relationships.
Vaco LLC
$110000 - $155000
Morgan Hill, CA
Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors, including but not limited to:The individual’s skill sets, experience, and training; Licensure and certifications; Office location and other geographic considerations; Other business and organizational needs.
Mitchell Martin
$190000 - $225000
New York, NY
This role involves working closely with the risk management team to analyze and manage investment risks across various asset classes. Responsibilities include portfolio analysis, risk reporting, and operational due diligence using advanced data analysis tools.
U.S. Fiduciary Services, Inc.
Lisle, IL
The Senior Investment Officer serves as a key driver of business growth and client excellence, responsible for actively expanding the firm's client base through strategic prospecting, referral cultivation, and cross-selling of investment services across AWTM and QRP channels. This may include speaking at group presentations with either AWTM or QRP personnel to cross sell investment services and as business development.
Flagstar Bank
$70451 - $118452
New York, NY
This role partners closely with Credit Products Specialists, Relationship Managers, and senior leadership to evaluate loan opportunities, recommend risk mitigations, and drive credit policy improvements. Expert-Level Financial & Credit Analysis – Deep expertise in financial statement interpretation, cash flow analysis, and credit risk assessment for complex commercial lending relationships.
Way Forward Consulting
$33 - $35
Plano, TX
Background/Experience to qualify for this position, the following minimal background and skill levels are required: • Bachelor’s degree in Finance, Business, Accounting, Information Systems, or related field and 2 – 4 years of progressive, post-baccalaureate experience in the job offered. The position will be mainly responsible for the SAP system management for Sales Deduction modules including POS data management, master data management, system troubleshooting, and project management.
Vaco LLC
$29 - $29.68
Boston, MA
Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. Determining compensation for this role (and others) at Vaco/Highspring depends upon a wide array of factors including but not limited to the individual’s skill sets, experience and training, licensure and certifications, office location and other geographic considerations, as well as other business and organizational needs.
Stifel
Baltimore, MD
Handle various portfolio administrative functions including but not limited to opening and terminating accounts; reviewing client billing; monitoring accounts by tracking cash, maturities and settlements to ensure that funds are available to clients; instructing custodians to wire funds or prepare checks; implementing the sale of mutual funds; determining instruments to sell to raise cash and documenting/memorializing client meetings and communications. 1919 Investment Counsel has a team of portfolio managers, research analysts and client service professionals that work together to construct investment portfolios that are tailored to each client’s specific needs and objectives and to deliver tailored solutions that preserve, build and manage wealth for 1919 Investment Counsel’s clients.
Flagstar Bank
$77568 - $95799
New York, NY
This role plays a key part in supporting Credit Products Specialists in assessing credit risk, structuring commercial loans, and monitoring portfolio performance. Analysts are expected to independently conduct financial analysis, prepare risk ratings, and provide insights on credit decisions, while continuing to refine industry expertise and technical skills.
Vaco LLC
$140000 - $160000
Dallas, TX
Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. Determining compensation for this role (and others) at Vaco/Highspring depends upon a wide array of factors including but not limited to the individual’s skill sets, experience and training, licensure and certifications, office location and other geographic considerations, as well as other business and organizational needs.
Vaco LLC
$130000 - $142000
Carlsbad, CA
Strong interpersonal skills including the ability to develop effective working relationships with others, a demonstrated customer focus, teamwork skills, and a willingness to share technical and business knowledge with team members. Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs.
Flagstar Bank
Charlotte, NC
The Municipal Products Analyst is an entry-level professional who supports Senior Team members in market research, financial analysis, and preparation of transaction and pitch materials for both Municipal Credit and Municipal Underwriting/Placement Agent opportunities. Demonstrates a strong ability to build and maintain effective relationships with stakeholders by communicating clearly, engaging in proactive collaboration, and leveraging cross functional insights.
Vaco LLC
$90000 - $110000
Dallas, TX
Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. Determining compensation for this role (and others) at Vaco/Highspring depends upon a wide array of factors including but not limited to the individual’s skill sets, experience and training, licensure and certifications, office location and other geographic considerations, as well as other business and organizational needs.
Stonex Group
$175000 - $225000
Birmingham, AL
With 4,300 employees and over 400,000 retail and institutional clients from more than 80 offices spread across five continents, we’re a Fortune-100, Nasdaq-listed provider, connecting clients to the global markets – focusing on innovation, human connection, and providing world-class products and services to all types of investors. Immerse yourself in the best-in-class institutional-grade technology, working alongside industry experts and gaining exposure to various asset classes, such as equities, options, fixed income securities, and advanced trading, research, and management technology.
Vaco LLC
$120000 - $140000
Austin, TX
Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors, including but not limited to:The individual’s skill sets, experience, and training; Licensure and certifications; Office location and other geographic considerations; Other business and organizational needs.
Jobot
$45 - $65
Verona, WI
Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. This is a unique opportunity that will allow you to leverage your financial acumen and strategic thinking skills to drive financial planning and decision-making processes within our organization.
Atrium
Palm Beach Gardens, FL
Preferred Experience/Skills for the Financial Analyst: Experience with high-volume homebuilders, construction, land development, capital budgeting, or acquisitions. They value performance, integrity, and strategic thinking, offering employees visibility with senior leadership and opportunities to influence investment and business strategy.
BMO Financial
$175000 - $225000
New York, NY
Application Deadline: Address: 151 W 42nd StreetJob Family Group: Capital Mrkts Sales & ServiceProvides a combination of deep industry sector expertise, innovative thinking in a team-based approach and world class execution across full equity-linked product suite to clients through an integrated Capital Markets platform using a sector ecosystem approach. Applies appropriate technical concepts and completes/leads consistent and reliable technical and financial reports/analyses to support client deliverables.
First Horizon Bank
Memphis, TN
Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. The credit analyst performs an in depth analysis on the borrower's ability to repay focusing on the company and owner's background, recent and historical financial performance, guarantor's (if applicable) financial condition, collateral performance, risk rating, risk-adjusted return on capital, and several other factors related to First Horizon's underwriting policies and guidelines.
Missouri Local Government Employees Retirement System
Jefferson City, MO
Senior Investment Officer - Institutional Asset Allocator Missouri Local Government Employees Retirement System (LAGERS), one of the largest institutional investors in the United States, managing more than $11 billion in assets, is seeking an experienced institutional asset allocator to join its investment team. The Senior Investment Officer (SIO) role is responsible for portfolio construction, asset allocation, and risk management across a diversified, multi-asset portfolio spanning public and private equity, fixed income, real assets, and hedge funds.
Mitchell Martin
$85000 - $95000
Fort Washington, PA
By applying for this job, you agree to receive AI-generated calls, text messages, and/or emails from Mitchell Martin Inc and its affiliates and contracted partners at various frequency through traditional and automated methods. Learn more about our benefits offerings here https://www.mitchellmartin.com/careers/benefits-perks .
iCapital
$160000 - $200000
New York, NY
10+ years of relevant professional experience in financial services (e.g., investment management, project management, private investing, investment banking, transaction advisory services, capital markets, management consulting, etc.). iCapital is seeking an experienced and highly motivated Vice President Investment Product Development professional with deep expertise in semi-liquid structures to support its expansion strategy.
citi private bank
Dallas, TX
Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firms reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Appropriate candidates will possess the credibility to cultivate trusting relationships with existing ultra-high net worth clients of Citi Private Bank, and should be entrepreneurial and capable of bringing in new clients/investment relationships.
Erie Home
Toledo, OH
Acting as a strategic partner rather than a traditional analyst, this role uses data-driven insights, business acumen, and influence to help identify opportunities for Erie Home’s Roofing Operations team to scale profitably. This role plays a pivotal part in delivering analytics to support decision making, uncovering profitability opportunities, and driving cross-functional alignment to achieve our short and long-term objectives.
Microsoft
$130900 - $277200
Redmond, WA
Masters Degree in Business Administration, Accounting, Finance, Economics, Data Science or related field AND 12+ years of post-graduate financial analysis, accounting, controllership, or finance work experience OR Bachelors degree in Business Administration, Accounting, Finance, Economics, Data Science or related field AND 15+ years of post-graduate financial analysis, accounting, controllership, or finance work experienceOR equivalent experience. Masters Degree in Business Administration, Accounting, Finance, Economics, Data Science or related field AND 8+ years experience in financial analysis, accounting, controllership or finance, or related field OR Bachelors Degree in Business Administration, Accounting, Finance, Economics, Data Science or related field AND 10+ years experience in financial analysis, accounting, controllership or finance, or related fieldOR equivalent experience.
Barclays
New York, NY
You may be assessed on key critical skills relevant for success in this role, such as risk and controls, change and transformation, business acumen, strategic thinking and digital and technology, as well as job-specific technical skills. Join us as a Barclays Internal Audit- AVP-Investment Bank, where you will contribute to audits related to Investment Banking by working closely with colleagues across teams.
bdo consulting
$225000 - $300000
Milwaukee, WI
Analyzes client’s data to identify historical and projected financial and operating trends, reviews quality of earnings, and assesses working capital considerations, potential liabilities, and risks to assist and guide decision-makers in transactions. Performs as the lead professional on engagements and serves as a principal contact for managing client deliverables, overseeing engagement colleagues, and providing real time feedback and guidance to client and diligence providers to ensure timely and efficient product delivery.
Stifel
New York, NY
The Structured Investments Specialist I supports the Structured Investments Desk by assisting with the origination, structuring, execution, and lifecycle management of customized structured products, including equity , rate , and FX linked notes, warrants, and market linked CDs. Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more.
Jobot
$115000 - $140000
San Diego, CA
Experience analyzing product-level profitability, gross margin, and cost of goods sold (COGS), ideally across many SKUs or SKUs with varying inputs (freight, duties, packaging, etc.)Comfort working with inventory data, unit economics, and pricing impact—not just accounting, but financial modeling that connects product cost, selling price, and margin outcomes. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.
First Horizon Bank
Charlotte, NC
Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. Summary: We are seeking an experienced and highly skilled Senior Quantitative Analyst with a strong understanding of banking concepts, particularly around deposit modeling and Funds Transfer Pricing (FTP).
NY CREATES
Albany, NY
Coordinating with financial managers for approvals of expenditure transactions, processing of purchase requisitions, and working with other departments including Sponsored Funds, Financial Accounting and Procurement to resolve issues and coordinate timely processing of all transactions. For positions requiring such access, offers of employment are contingent upon the employer being able to obtain the necessary authorization, including, if required, an export license from the U.S. Department of Commerce's Bureau of Industry and Security, the U.S. Department of State's Directorate of Defense Trade Controls, or other government agencies.
First Horizon Bank
Brentwood, TN
Specific tasks include: financial statement spreading; completing financial analysis documents; updating and creating new requests, modifications, renewals and annual reviews in the Bank's commercial loan system; tracking and completing covenant monitoring, completing industry research and developing a strong understanding of the Bank's commercial loan policy. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services.
Discover Financial Services
$269600 - $307700
Richmond, VA
Credit Risk: Support LOB teams in driving step-change improvements in credit performance by connecting drivers of future consumer credit trends to a deep understanding of community trends and conditions, to inform risk models, and test hypotheses using rigorous monitoring and analysis. This team works in close collaboration with other teams in Community Impact and Investment (CI&I), Community Finance, Corporate Communications, Public Affairs, and Intelligence as well as project partnerships with teams in Retail, BC&P, Auto, Card, and Commercial.
Temasek Holdings
San Francisco, CA
Taking part in identifying key sectoral developments and assessing fund and direct investment opportunities in the early stage/high-growth sector; Conducting research and financial analysis on assigned sub-sectors and relevant companies and funds; Developing financial models and presentations for internal evaluation and investment committees; Structuring and consummating new fund and direct investments as well as pursuing divestments where appropriate; Monitoring existing portfolio assets and new investments (where applicable) against investment theses; Establishing and cultivating relationships (including travel) with companies, fund partners, research analysts and other relevant institutions; and. We have 13 offices in 9 countries around the world: Beijing, Hanoi, Mumbai, Shanghai, Shenzhen, and Singapore in Asia; and Brussels, London, Mexico City, New York, Paris, San Francisco, and Washington, DC outside Asia.
First Horizon Bank
Memphis, TN
The FHN Financial Client Services Analyst provides first and second level support such as assistance and problem resolution with desktop systems and applications, file access, password lockouts and resets, file restorations from backup, security issues, permissions, e-mail issues, network connectivity, internet issues, printer issues, workstation support and mobile wireless device support. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services.
Bok Financial
Tulsa, OK
This level of knowledge is normally acquired through completion of (a/an) Bachelor’s Degree in Information Technology or Computer Science or related field of study and / or 5-7 years of directly related experience in Technical Analysis, Data Analytics, or Bank Operations or equivalent combination of education and experience. Prioritize and manage initiatives across lines of business and Executive Funding Committee (EFC) portfolios, including intake and analysis of enhancement requests, development of business cases, contribution to strategic vision, and support for annual planning and estimation activities.
Barclays
New York, NY
They may also lead a number of specialists to influence the operations of a department, in alignment with strategic as well as tactical priorities, while balancing short and long term goals and ensuring that budgets and schedules meet corporate requirements. You may be assessed on the key critical skills relevant for success in this role, such as risk and controls, change and transformation, business acumen, strategic thinking, digital and technology, as well as job-specific technical skills.
First Horizon Bank
Chattanooga, TN
Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. Works with the Portfolio Managers and Client Specialists to ensure systems of record are accurate for the loan portfolio; ensures that management information is reported timely and accurately; obtains satisfactory loan reviews and ensures that regular reviews of borrowers and real estate projects are performed.