Investment

Investment Finance Jobs

68 jobs found

Investment Analyst

Vaco by Highspring Raleigh, NC Hybrid

11d ago

$100k - $120k/yr Full time Python Analyst Cash Flow

Python Analyst Cash Flow

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Job Description

This Investment Analyst role, based in Raleigh, NC with hybrid remote options at Vaco by Highspring, centers on real assets in private markets. It combines underwriting modeling with applied AI and automation to build tools that enhance efficiency and accelerate investment decision making.

Responsibilities

Build and maintain underwriting models, including IRR and MOIC analysis, cash flow projections, and scenario and sensitivity analysis
Support investment committee preparation by organizing data, drafting exhibits, and formatting underwriting packages
Conduct market and comparable transaction research to support investment decisions
Maintain portfolio performance models each reporting cycle and ensure accuracy of key metrics and asset-level data
Assist with due diligence workstreams and summarize findings for senior leadership
Identify recurring manual workflows and design automation solutions that reduce cycle time and improve reliability
Build and maintain automated templates for reporting, portfolio summaries, and dashboards
Use AI tools as a daily driver (not experimentation) for analysis, drafting, synthesis, and process acceleration, with sound judgment and human review
Develop lightweight data pipelines and scripts (Python preferred) to clean, transform, and reconcile data for modeling and reporting
Leverage low-code automation tools (Zapier, Make, Notion automations, or similar) where appropriate to connect systems and eliminate repetitive tasks
Document tools and workflows, maintain version control, and ensure solutions are transferable across the team
Pull, clean, and validate operational and financial data from internal systems each cycle
Maintain performance trackers, portfolio summaries, and valuation schedules
Flag anomalies early and escalate before data reaches leadership or external outputs
Support asset-level monitoring by tracking key operating metrics and performance drivers
Monitor market conditions and transaction activity and summarize findings for the investments team
Build and maintain a comparable transactions database for underwriting benchmarking
Conduct targeted research on geographies, operators, and asset characteristics as requested

Requirements

Undergraduate degree required; finance, economics, data science, computer science, or other quantitative backgrounds are preferred
1 to 7 years of experience; investment banking, private equity, real assets, or highly analytical roles are strongly preferred
Demonstrated financial modeling proficiency: DCF, IRR and MOIC, scenario analysis, sensitivity tables, and clean model hygiene
Strong applied AI capability, using tools like Claude, ChatGPT, or similar as a working tool to improve speed and quality
Python or scripting ability sufficient to automate reporting workflows and build repeatable data processes
Advanced Excel skills, including structured modeling, pivot tables, and strong file organization
Strong communication skills and ability to translate analysis into clear takeaways
High attention to detail, strong ownership mindset, and ability to work independently
Comfortable with fast feedback loops, high expectations, and prioritizing what matters most

Technologies

Python
Claude
ChatGPT
Zapier
Make
Notion automations
Excel
Power BI
NetSuite

Benefits

Discretionary bonuses
Medical, dental, and vision benefits
401(k) retirement plan

Nice to Have

Experience with planning and reporting tools or dashboards (Power BI or similar)
Familiarity with accounting or ERP data and extracting data for analysis (NetSuite or similar)
Interest in real assets, agriculture, commodities, or operationally complex investment strategies
Exposure to low-code automation tools and basic API concepts

Software and Tools

Excel and Power BI
ERP and finance systems such as NetSuite and similar tools
AI tools such as Claude, ChatGPT, or equivalent
Optional: Python and low-code automation tools

Pay Transparency Notice

the individual’s skill sets, experience and training;
licensure and certification requirements;
office location and other geographic considerations;
other business and organizational needs.

Privacy Notice

California residents may access Vaco by Highspring HR Notice at Collection for California Applicants and Employees here.

Virginia residents may access our state specific policies here.

Residents of all other states may access our policies here.

Canadian residents may access our policies in English here and in French here.

Residents of countries governed by GDPR may access our policies here.

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RIA Registered Investment Advisor fiduciary Standard

Zentech Consulting Tampa, FL

14d ago

$150k+/yr Full time Advisor CFP Client Relations

Advisor CFP Client Relations

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Job Description

Experienced fiduciary Investment Advisor needed in Tampa to guide near-retirees and retirees under the RIA standard.

Responsibilities

Provide fiduciary guidance aligned with RIA standards, ensuring recommendations are in the clients' best interests.
Develop comprehensive retirement-focused financial plans covering income strategies, asset allocation, and risk management.
Conduct thorough reviews of client financial situations, including assets, liabilities, tax considerations, estate structures, and retirement income needs.
Advise on retirement income strategies such as income investing, withdrawal sequencing, Social Security optimization, and tax-efficient distributions.
Build and manage diversified portfolios aimed at long-term wealth preservation and income generation.
Monitor portfolio performance and execute proactive rebalancing based on market conditions and client objectives.
Stay informed on market trends, economic conditions, and regulatory developments that may influence investment approaches.
Implement risk-managed strategies prioritizing capital preservation and sustainable income for retirees.
Collaborate with clients and external professionals such as CPAs, estate attorneys, and tax advisors for integrated planning.
Provide guidance on estate planning considerations including wills, trusts, beneficiaries, and wealth transfer strategies.
Advise on tax-efficient investing, required minimum distributions, and retirement account planning.
Foster long-term client relationships through regular reviews and proactive communication.
Educate clients on diversification, retirement income planning, tax considerations, and risk management.
Maintain meticulous records of client interactions, investment decisions, and compliance in line with RIA requirements.

Requirements

Proven experience in investment advisory, wealth management, or financial planning, preferably within an RIA or fiduciary environment.
Strong understanding of retirement income planning, asset allocation strategies, and fiduciary investment practices.
Working knowledge of securities regulations, tax planning concepts, estate planning strategies, and retirement planning frameworks.
Proficiency with financial planning and portfolio management software.
Strong analytical and quantitative skills with the ability to interpret complex financial data.
Exceptional client relationship and communication skills with a consultative advisory approach.

Benefits

Health insurance
Opportunity to join a growing fiduciary wealth management advisory team
Collaborative and client-centered work environment

Position Overview

Seeking an experienced, client-focused Investment Advisor to provide comprehensive guidance to individuals nearing retirement or already retired.
Role aligns with the Registered Investment Advisor fiduciary standard, placing client interests first while delivering disciplined investment strategies.
Partner with clients to design and manage long-term financial plans that prioritize income stability, capital preservation, tax efficiency, and sustainable withdrawal strategies.
The ideal candidate understands retirees' unique challenges, including income planning, longevity risk, healthcare costs, estate planning, and market volatility, and communicates with clarity and integrity.
Requires strong financial expertise, excellent client relationships, and a deep commitment to fiduciary responsibility, transparency, and personalized advice.

Pay

From USD 150,000 per year

Work Location

Onsite in Tampa, FL

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Senior Lead Credit Risk and Approval Officer - Corporate and Investment Banking Risk

Wells Fargo Charlotte, NC

17d ago

Full time Senior Approval Banking

Senior Approval Banking

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Job Description

Senior Lead Credit Risk and Approval Officer role within Wells Fargo's Independent Risk Management team, providing credit risk oversight for the Corporate and Investment Banking (CIB Banking) division.

Responsibilities

Act as a key member of the Independent Risk Management team, overseeing credit risk for CIB Banking and supporting CIB objectives while upholding prudent underwriting standards and overall portfolio quality.
Maintain credit quality and portfolio health by delivering informed risk guidance, recommendations, and approvals; conduct regular portfolio evaluations and reviews of deteriorating or problem credits, escalating matters when warranted.
Develop and sustain a solid understanding of bank credit policy, regulatory standards and guidance, and risk rating applicability; provide leadership and guidance to CIB Banking teams and partners on these matters.
Develop and maintain appropriate industry and sector knowledge.
Collaborate with product teams, subject matter experts, and other institutional resources to inform decisions and recommendations.
Regularly review pipeline activity with CIB Banking teams and assist in managing deadlines, coverage team processes, and client expectations.
Provide leadership and guidance on due diligence and analytical focus, particularly for merger and acquisition financing and complex deals.
Interact with internal and external customers.

Requirements

7+ years of credit risk and approval experience, or an equivalent combination of work experience, training, military service, or education.

Job Details

Location: 550 S. Tryon Street, Charlotte, North Carolina
Work arrangement: Hybrid schedule
Relocation assistance: Not available
Visa sponsorship: Not eligible for sponsorship
Background checks: FINRA background screening required; successful completion and clearance of a background check
Compliance: Policies may apply regarding outside activities and personal investing; employees must provide information as required
Posting end date: Apr 2, 2026

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Principal Credit Risk and Approval Officer - Corporate and Investment Banking Risk

Wells Fargo Charlotte, NC

17d ago

Full time Approval Banking Corporate

Approval Banking Corporate

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Job Description

Responsibilities

Serve as a key member of the team providing oversight and management of credit risk for CIB Banking, supporting objectives while maintaining prudent underwriting standards and solid portfolio quality.
Maintain credit quality and portfolio health by offering informed risk guidance, recommendations, and approvals; perform regular portfolio evaluations and deteriorating/problem credit reviews, escalating matters when appropriate.
Develop and maintain a strong understanding of bank credit policy, regulatory standards and guidance, and risk rating applicability; provide leadership on these matters to CIB Banking teams and partners.
Develop and maintain appropriate industry and sector knowledge.
Engage product and subject matter experts and other institutional resources as needed to make informed decisions and recommendations.
Review pipeline activity with CIB Banking teams and assist in managing deadline awareness and coverage, team, and client expectations.
Provide thoughtful leadership and guidance to teams about due diligence and analytical focus, particularly in merger and acquisition financing and on complex deals.
Interact with internal and external customers.

Requirements

10+ years of Credit Risk & Approval or an equivalent combination demonstrated through work experience, training, military experience, or education.

About this role

Wells Fargo seeks a Principal Credit Risk & Approval Officer to serve as a Credit Officer providing credit risk oversight for the Banking division of Corporate & Investment Banking (CIB Banking), which delivers integrated financial solutions to corporate, investment grade, non-investment grade, public and private customers.

The candidate will be an active and influential participant in the credit process, delivering a holistic risk assessment in close collaboration with deal team partners and portfolio management teams. This role includes the authority to decide complex transactions, balancing risk and reward, acting with urgency, and interfacing with senior risk and business leaders.

Desired qualifications

A BS/BA degree or higher in accounting, finance, or economics.
Strong credit analysis skills.
Ability to work and influence successfully within a matrix environment and build effective business partnerships with all levels of team members.
Strong organizational, interpersonal, and communication skills with the ability to partner and influence at the executive level.
Experience with complex organizational and capital structures; solid understanding of capital markets and acquisition finance.
Solid understanding of Wells Fargo's credit culture and approach to risk management.
Strong understanding of loan documentation, credit agreements, and security structure.

Posting locations

550 S. Tryon Street - Charlotte, North Carolina

Job expectations

Required location listed above. Relocation assistance is not available for this position.
This position is not eligible for VISA sponsorship.
This position is subject to FINRA Background Screening Requirements, including successful completion and clearing of a background check. Internal transfers are subject to compliance with 17 CFR 240.17f-2 of the Securities Exchange Act of 1934 and FINRA Bylaws, Article III, Section 3, which states that Associated Persons should not be subject to statutory disqualification. Successful candidates must also meet ongoing regulatory requirements including additional screening.
Specific compliance policies may apply regarding outside activities and/or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process.

Posting end date

2 Apr 2026

We value equal opportunity

Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.

Applicants with disabilities

To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.

Drug and alcohol policy

Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.

Wells Fargo recruitment and hiring requirements

Third-Party recordings are prohibited unless authorized by Wells Fargo. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

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Associate, Mid Cap Coverage Investment Banking

Wells Fargo Chicago, IL

19d ago

$150k - $250k/yr Full time Marketing Associate Banking

Marketing Associate Banking

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Job Description

Join Wells Fargo’s Mid-Cap Investment Banking team as an Associate, where you will support client coverage, industry research, and deal origination and execution across the Industrials and Consumer & Retail sectors. Based onsite in Chicago or Los Angeles, this role partners with senior bankers to broaden the bank’s regional investment banking footprint and deliver integrated client solutions.

Responsibilities

Support the business strategy and related teams to grow Wells Fargo’s investment banking activities in the region.
Assist senior bankers with relationship management aligned to ongoing coverage of Wells Fargo Commercial Banking clients.
Prepare marketing documents, including pitch books, confidential offering memoranda, and management presentations.
Stay informed on key market developments and develop knowledge of target clients and market dynamics.
Coordinate with internal and external resources to arrange client meetings and important engagements.
Perform financial analysis, including comparable transactions and public company analysis.
Build detailed financial models used for valuation purposes.
Conduct extensive financial and industry due diligence to evaluate risk and return parameters of a transaction.
Utilize Microsoft Excel, Word and PowerPoint to present various analyses.
Manage transaction logistics, including organizing data rooms and working group lists.

Requirements

2+ years of Investment Banking Program experience, or equivalent demonstrated through work experience, training, military experience, or education.

Technologies

Microsoft Excel
Microsoft Word
Microsoft PowerPoint
Microsoft Outlook

Benefits

Health benefits
401(k) Plan
Paid time off
Disability benefits
Life insurance, critical illness insurance, and accident insurance
Parental leave
Critical caregiving leave
Discounts and savings
Commuter benefits
Tuition reimbursement
Scholarships for dependent children
Adoption reimbursement

Desired Qualifications

1+ year of experience across the full M&A transaction life cycle, including origination and execution.
Prior experience at a large investment banking platform and/or leading securities firm.
Robust modeling experience relating to M&A and LBO transactions.
Strong analytical and communication skills, attention to detail, and willingness to take on significant responsibility.
High motivation, strong interpersonal skills, and broad intellectual capacity.
Ability to work independently and as part of a team while meeting strict deadlines and quality standards.
Experience in demanding, collaborative, team-focused environments with high ethics and integrity.
Advanced Microsoft Office skills (Outlook, Word, Excel, PowerPoint).
Bachelor’s degree in a relevant field.

Job Expectations

Willingness to work on-site in accordance with current office requirements.
Ability to work additional hours as needed.
FINRA Series 79 must be completed within 90 days of hire if not already held (FINRA recognized equivalents accepted).
FINRA Series 63 (or 66) must be completed within 90 days of hire if not already held (FINRA recognized equivalents accepted).
For exams obtained after 9/30/2018, the Securities Industry Essentials (SIE) co-requisite may be required.
Subject to FINRA background screening and ongoing regulatory requirements; internal transfers comply with 17 CFR 240.17f-2 and FINRA Bylaws, with additional policy requirements for outside activities and personal investing.

Work Location

Chicago, IL 60606 - 10 S Wacker
Los Angeles, CA 90067 - 1800 Century Park E

Salary

Base salary range: $150,000 - $250,000 per year. In Illinois and California offices, the first-year base is typically $175,000 and the second-year base is $200,000.

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RIA Registered Investment Advisor fiduciary Standard

Zentech Consulting Tampa, FL

20d ago

$150k+/yr Full time Advisor Client Relations Client Service

Advisor Client Relations Client Service

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Job Description

Zentech Consulting seeks an experienced Investment Advisor to provide comprehensive financial guidance for individuals nearing retirement or already retired, operating under the Registered Investment Advisor fiduciary standard. This onsite role in Tampa, Florida prioritizes client interests, emphasizes income‑focused planning, and applies disciplined investment strategies tailored for retirees.

Responsibilities

Deliver fiduciary guidance aligned with prevailing RIA standards, ensuring every recommendation serves the client's best interests.
Create holistic retirement‑oriented financial plans, covering income strategies, asset allocation, and risk management.
Perform thorough reviews of client finances, including assets, liabilities, tax matters, estate structures, and retirement income needs.
Advise on retirement focused approaches such as income investing, withdrawal planning, Social Security optimization, and tax‑efficient distributions.
Design and oversee diversified portfolios aimed at long term wealth preservation and income generation.
Track portfolio performance and adjust allocations proactively in response to market shifts and client goals.
Conduct ongoing research on market trends, economic conditions, and regulatory developments that may influence investment strategies.
Implement strategies that prioritize risk management, capital preservation, and sustainable income streams for retirees.
Collaborate with clients and external professionals such as CPAs, estate attorneys, and tax advisors to ensure integrated planning.
Advise on estate planning considerations including wills, trusts, beneficiary planning, and wealth transfer strategies.
Provide guidance on tax‑efficient investing, required minimum distributions (RMDs), and retirement account planning.
Build lasting client relationships through regular financial reviews and proactive communication.
Educate clients on topics such as portfolio diversification, retirement income planning, tax considerations, and risk management.
Maintain meticulous records of client interactions, investment decisions, and compliance documentation in accordance with RIA requirements.

Requirements

Demonstrated experience in investment advisory, wealth management, or financial planning, ideally within an RIA or fiduciary setting.
Strong understanding of retirement income planning, asset allocation strategies, and fiduciary investment practices.
Practical knowledge of securities regulations, tax planning concepts, estate planning strategies, and retirement planning frameworks.
Proficiency with financial planning and portfolio management software.
Strong analytical and quantitative abilities with the capacity to interpret complex financial data.
Exceptional client relationship and communication skills with a consultative advisory approach.

Benefits

Health coverage
Opportunity to join a growing fiduciary wealth management team
A collaborative, client‑focused work environment

Position Overview

Zentech Consulting seeks a seasoned, client‑centric Investment Advisor to deliver thorough financial guidance to individuals approaching retirement or already retired. This role adheres to the Registered Investment Advisor fiduciary standard, placing client interests first while delivering disciplined investment strategies. The advisor will partner with clients to develop and manage long‑term plans that emphasize income stability, capital preservation, tax efficiency, and sustainable withdrawal strategies. The ideal candidate understands retirees' unique financial challenges, including longevity risk, healthcare costs, estate planning, and market volatility, and communicates with clarity and integrity. This onsite position is based in Tampa, FL and requires strong financial expertise, excellent client relationships, and a firm commitment to fiduciary responsibility and transparent, personalized advice.

Pay

Annual base salary: USD 150,000.

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INVESTMENT OFFICER II, PUBLIC EMPLOYEES' RETIREMENT SYSTEM

California State Personnel Board Sacramento County, CA Hybrid

21d ago

$7,993 - $10,004/mo Full time Compliance Data Analysis Employees'

Compliance Data Analysis Employees'

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Job Description

Join the California State Personnel Board as an Investment Officer II in the CalPERS Real Assets unit. This hybrid remote role in Sacramento County offers a monthly salary between $7,993 and $10,004, plus a benefits package that supports work-life balance and professional growth.

Benefits

Alternate Work Schedules
Flexible Work Hours
Onsite childcare facility
Onsite fitness center
Onsite café and nearby restaurants
Free onsite parking available Mondays and Fridays, subject to change
Free offsite parking available with shuttle service Tuesdays, Wednesdays, and Thursdays

Responsibilities

Perform market research using Bloomberg and other sources, organize data, and prepare summaries for the Real Assets management team to support investment reviews.
Regularly engage with partners and management teams.
Ensure CalPERS contractual rights are effectively managed and protected.
Evaluate operating partner performance for compliance with agreements and CalPERS policies, providing reports or recommendations to management.

Technologies

Exposure to Bloomberg for market research and data gathering.

Desirable Qualifications

Experience working on Real Assets research and governance projects.
Excellent written and verbal communication skills.
Strong analytical skills with attention to detail.
Ability to be flexible and adapt to changes in priorities and timelines.

Required Application Package Documents

Current version of the State Examination/Employment Application STD Form 678 (when not applying electronically), or the Electronic State Employment Application through your Applicant Account at www.CalCareers.ca.gov. Include all Experience and Education related to the Minimum Qualifications to demonstrate eligibility.
Resume is optional.

Live Scan

Candidates not currently employed at CalPERS must complete a criminal history review using Live Scan fingerprinting.

CalPERS Disclosure Requirements

If employed, you may be subject to Personal Trading Regulations and the CalPERS Conflict of Interest Code.

Special Requirements

All experience and education relating to the Minimum Qualifications must be included in your application package to clearly demonstrate how you meet the MQs. The Classification Specification is available under Minimum Requirements in this posting. You may need to pass an examination to establish list eligibility prior to a job offer. To find and take an exam, visit CalHR's CalCareers website.