Investment Analyst Jobs in the United States

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.

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.

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

$100000 - $124000

Irvine, 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/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

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.

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.

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.

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.

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.

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.

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.

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.

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.

citi private bank

Miami, FL

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.

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.

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.

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.

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.

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.

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.

Aminov Search Partners

$92000

Cressona, PA

This multinational manufacturing powerhouse employs over 30,000 people globally, leveraging cutting-edge engineering, R&D, and production processes across continents including North America, Europe, Asia, and South America. Your insights will drive financial clarity and propel decision-making processes, providing a clear path towards a future leadership role as a Controller.

Bok Financial

Tulsa, OK

This includes supporting leaders with analysis, reporting, and tracking for upcoming and ongoing transactions; maintaining a transactions roadmap and schedule; ensuring alignment with internal and external stakeholders to the status of all potential transactions; informing financial models, budgets, and forecasts to current and future financial terms; coordinating the transition of properties into and out of the bank’s portfolio. BOK Financial Corporation Group is a stable and financially strong organization that provides excellent training and development to support building the long term careers of employees.

OneMain Financial

$65000 - $78000

Evansville, IN

Define, track and report key metrics (KPIs/KRIs) to demonstrate program effectiveness, behavior change, risk reduction and ROI (e.g., click-through rates, phishing susceptibility trend, training completion, culture survey results, risk posture improvement. We are seeking a Cybersecurity Education & Awareness Senior Analyst to assist with running our enterprise-wide human-risk reduction efforts by designing, implementing and measuring an engaging and effective cybersecurity awareness program.

Merced Irrigation District

$140000 - $200000

Merced, CA

Manage and oversee the District’s WECC/NERC compliance program, including drafting vendor contracts for recordkeeping/administrative support, attending relevant workshops/conferences, maintaining records, preparing for audits, submitting documents, and providing periodic Board updates on compliance activities. This role provides leadership in power supply planning, supports departmental operations, supervises staff and consultants as assigned, and delivers engineering/planning support across departments to ensure reliable, cost-effective, and compliant electric service.

Careers Integrated Resources Inc

$48

Saint Paul, MN

The Senior Financial Analyst also assists in identifying and evaluating opportunities to improve departmental performance and supports internal and external users of financial information. · Track and analyze key performance metrics; develop and maintain strategic scorecards to provide leadership with meaningful insights into organizational performance and goal progression.

Barclays

San Francisco, CA

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. Join Barclays as an Investment Banking Technology Coverage, AVP, where you will advise clients on a wide range of strategic transactions across software, internet and hardware group verticals.

Medline Industries - Transportation & Operations

Northfield, IL

Mentor and provide guidance to Analysts, Associate Analysts, and Project Managers, helping elevate analytical rigor and financial acumen across the team. The Senior Financial Analyst will operate with a high degree of autonomy, owning financial analysis, planning, and forecasting activities while translating complex data into actionable insights.

OneMain Financial

$70000 - $84000

Wilmington, DE

The ideal candidate will partner with several key business units to ensure appropriate staffing, ROE and budget considerations are cared for as it relates to Operations including Sales, Care, Collections, Recovery, and various supporting functions within Operations. Develop, prepare and analyze current and projected workload, resource availability, and any constraints or limitations to project future capacity needs to allow the business to effectively meet performance expectations.

Axelon Services Corporation

Pennington, NJ

Client Inquiry Management: Delivers timely and accurate resolutions to moderately complex client inquiries related to legal orders, subpoenas, and account restrictions via branch email by researching issues using internal systems and collaborating with Legal partners, Front-Line Units, and other internal departments, improving client experience and operational efficiency. Once the requested data and documents are provided or account restrictions are applied, the team manages the transaction through receiving a release, send pay order instructions to the branch, provide requested documents to internal/external requestor or receipt of a protective maintenance removal request.

Axelon Services Corporation

Charlotte, NC

The ideal candidate will have hands-on experience in security setup, data maintenance, and reference data management across multiple asset classes, coupled with strong working knowledge of Eagle, Bloomberg (BBG), BBG AIM, BBG PORT, Charles River (CRD), and GoldenSource. Experience working with entity data across investment vehicles including pooled products, institutional separately managed portfolios or retail separately managed portfolios.

BO-MAC CONTRACTORS LTD.

Beaumont, TX

This role provides comprehensive financial variance analysis, management reporting, budgeting and forecasting support, and ad hoc financial analysis across business units. The Financial Analyst partners closely with cross-functional stakeholders to evaluate financial results, identify trends, and recommend actionable improvements.

Hampton Roads Transit

Norfolk, VA

The Technical Budget Analyst and Contract Specialist works under the general supervision of the CIO/CTO, performs professional analyses related to budgeting, forecasting, budget controls, contract technical contract packages for submission to Procurement and performs related work as assigned. The Technical Budget Analyst and Contract Specialist reviews, facilitates and tracks the Technology Department budget and expenses, including capital projects (CIP) and contract specifications, status, funding, costs, payments, deliverables, and compliance with specifications for the duration of projects.

Bok Financial

Tulsa, OK

TransFund offers a range of services, including debit and credit card processing, merchant services, ATM services, fraud protection, card control, point-of-sale systems, and digital wallets, serving thousands of banks, credit unions, retailers, and merchants nationwide. Industry Knowledge and Technical Proficiency: Advanced knowledge of ATM, debit and credit card network processing, bank operations policies and procedures, exception processing, payments/collections, ACH and other electronic network services and operations.

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 3-5 years of directly related experience in ­­­­­­­­­­­­­Technical Analysis, Data Analytics, or Bank Operations or equivalent combination of education and experience. Defining and performing analysis, design, programming, planning, implementation, and supporting moderate to complex systems software and procedures with a focus on our long term technology road map which require technical and systems knowledge.

Bok Financial

Dallas, TX

The Senior Data Quality Analyst is responsible for supporting and executing enterprise-level data quality initiatives, including data profiling, measurement, process analysis, documentation, issue detection, root cause analysis, and remediation testing. The position plays a critical role in advancing a strong, sustainable data quality culture by ensuring that data quality practices are applied in a manner that supports business strategy, complies with regulatory expectations, and improves operational efficiency across the organization.

First Horizon Bank

Woodstock, GA

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. Compliance and Collaboration: Ensuring that fraud prevention activities comply with regulatory requirements and working closely with departments like IT, customer service, and legal for coordinated efforts.

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 primary duties of the Corporate Security Specialist (Physical Security Access Control Analyst) is to assist Corporate Security management with the daily activities required to administer and maintain all electronic security applications and programs, as well as any reports or other work products within the Physical Security area of responsibility.

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. This individual must demonstrate strong analytical, critical thinking, change management, and interpersonal skills to work with the Fraud Protection Services team while also possessing technical acumen and the ability to communicate across the organization.

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 Corporate Security Analyst will provide support within Administration Services and other operational segments within Corporate Security by assisting with fraud monitoring, restitution payments, subpoena fulfillment, and other supporting functions.

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. Lead collaboration efforts with relevant product, SME, or technical teams to diagnose and resolve complex platform issues, including data transmission errors, access problems, and transaction discrepancies.

Stifel

Saint Louis, MO

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. The Business Analyst will work at the intersection of business and technology to engage with senior leadership, business units, and product management to identify, document, and articulate business needs for strategic initiatives.