Miami, FL · On-site +1
$95K - $190K/yr
... CRM tools to track and manage investment pipelines. * Conduct market research to identify potential investment opportunities. * Monitor and evaluate the performance of existing investments. * Assist ...
Quick apply
Miami, FL · On-site +1
$95K - $190K/yr
... CRM tools to track and manage investment pipelines. * Conduct market research to identify potential investment opportunities. * Monitor and evaluate the performance of existing investments. * Assist ...
Los Angeles, CA · On-site +1
$95K - $190K/yr
... CRM tools to track and manage investment pipelines. * Conduct market research to identify potential investment opportunities. * Monitor and evaluate the performance of existing investments. * Assist ...
Quick apply
Los Angeles, CA · On-site +1
$95K - $190K/yr
... CRM tools to track and manage investment pipelines. * Conduct market research to identify potential investment opportunities. * Monitor and evaluate the performance of existing investments. * Assist ...
New York, NY · On-site +1
$140K - $185K/yr
... CRM tools to track and manage investment pipelines. * Conduct market research to identify potential investment opportunities. * Monitor and evaluate the performance of existing investments. * Assist ...
Quick apply
New York, NY · On-site +1
$140K - $185K/yr
... CRM tools to track and manage investment pipelines. * Conduct market research to identify potential investment opportunities. * Monitor and evaluate the performance of existing investments. * Assist ...
On any given day, you may analyze investment opportunities, build financial models, assist with ... Exposure to financial modeling and investment analysis * CRM, project management, or data analysis ...
Quick apply
On any given day, you may analyze investment opportunities, build financial models, assist with ... Exposure to financial modeling and investment analysis * CRM, project management, or data analysis ...
Austin, TX · On-site
On any given day, you may analyze investment opportunities, build financial models, assist with ... Exposure to financial modeling and investment analysis * CRM, project management, or data analysis ...
Austin, TX · On-site
On any given day, you may analyze investment opportunities, build financial models, assist with ... Exposure to financial modeling and investment analysis * CRM, project management, or data analysis ...
Houston, TX · On-site
$60K/yr
... assist in their request and support our salesteam. The Team Member will work as part of the ZT ... Proactively manage existing CRM system and online portal, ensuring * (1) all investor profiles are ...
Houston, TX · On-site
$60K/yr
... assist in their request and support our salesteam. The Team Member will work as part of the ZT ... Proactively manage existing CRM system and online portal, ensuring * (1) all investor profiles are ...
Houston, TX · On-site
$38K - $47K/yr
... assist in their request and support our salesteam. The Team Member will work as part of the ZT ... Proactively manage existing CRM system and online portal, ensuring * (1) all investor profiles are ...
Houston, TX · On-site
$38K - $47K/yr
... assist in their request and support our salesteam. The Team Member will work as part of the ZT ... Proactively manage existing CRM system and online portal, ensuring * (1) all investor profiles are ...
Influence customer business strategy by leveraging industry trends, benchmarking, and consultative recommendations that improve operational performance and maximize return on investment. * Assist in ...
Influence customer business strategy by leveraging industry trends, benchmarking, and consultative recommendations that improve operational performance and maximize return on investment. * Assist in ...
Identify risks, opportunities, and drivers impacting volume, profitability, and customer investment ... tools to assist with reviewing candidate applications. These tools are used solely to support ...
Identify risks, opportunities, and drivers impacting volume, profitability, and customer investment ... tools to assist with reviewing candidate applications. These tools are used solely to support ...
Identify risks, opportunities, and drivers impacting volume, profitability, and customer investment ... tools to assist with reviewing candidate applications. These tools are used solely to support ...
Identify risks, opportunities, and drivers impacting volume, profitability, and customer investment ... tools to assist with reviewing candidate applications. These tools are used solely to support ...
Identify risks, opportunities, and drivers impacting volume, profitability, and customer investment ... tools to assist with reviewing candidate applications. These tools are used solely to support ...
Identify risks, opportunities, and drivers impacting volume, profitability, and customer investment ... tools to assist with reviewing candidate applications. These tools are used solely to support ...
Honolulu, HI · On-site
$63K - $102K/yr
... Assist in the development, implementation and oversight of Division and Bank initiatives that ... Performs all duties and interacts with internal and external customers in a manner that is ...
Quick apply
Honolulu, HI · On-site
$63K - $102K/yr
... Assist in the development, implementation and oversight of Division and Bank initiatives that ... Performs all duties and interacts with internal and external customers in a manner that is ...
North Liberty, IA · On-site
... rules. * Assist in the creation and updating of prospect and customer financial plans and investments analysis * Help with the creation of presentations for use in client and sales meetings.
North Liberty, IA · On-site
... rules. * Assist in the creation and updating of prospect and customer financial plans and investments analysis * Help with the creation of presentations for use in client and sales meetings.
North Liberty, IA · On-site
... rules. * Assist in the creation and updating of prospect and customer financial plans and investments analysis * Help with the creation of presentations for use in client and sales meetings.
New
North Liberty, IA · On-site
... rules. * Assist in the creation and updating of prospect and customer financial plans and investments analysis * Help with the creation of presentations for use in client and sales meetings.
New
North Liberty, IA · On-site
The Investment Officer career track may start with the Investment Analyst or Investment Associate ... rules. * Assist in the creation and updating of prospect and customer financial plans and ...
North Liberty, IA · On-site
The Investment Officer career track may start with the Investment Analyst or Investment Associate ... rules. * Assist in the creation and updating of prospect and customer financial plans and ...
North Liberty, IA · On-site
... rules. * Assist in the creation and updating of prospect and customer financial plans and investments analysis * Help with the creation of presentations for use in client and sales meetings.
North Liberty, IA · On-site
... rules. * Assist in the creation and updating of prospect and customer financial plans and investments analysis * Help with the creation of presentations for use in client and sales meetings.
North Liberty, IA · On-site
Assist in the creation and updating of prospect and customer financial plans and investments analysisHelp with the creation of presentations for use in client and sales meetings.EDUCATION AND SPECIAL ...
North Liberty, IA · On-site
Assist in the creation and updating of prospect and customer financial plans and investments analysisHelp with the creation of presentations for use in client and sales meetings.EDUCATION AND SPECIAL ...
North Liberty, IA · On-site
Assist in the creation and updating of prospect and customer financial plans and investments analysisHelp with the creation of presentations for use in client and sales meetings.EDUCATION AND SPECIAL ...
Quick apply
North Liberty, IA · On-site
Assist in the creation and updating of prospect and customer financial plans and investments analysisHelp with the creation of presentations for use in client and sales meetings.EDUCATION AND SPECIAL ...
Honolulu, HI · On-site
$63K - $102K/yr
... Assist in the development, implementation and oversight of Division and Bank initiatives that ... Performs all duties and interacts with internal and external customers in a manner that is ...
Honolulu, HI · On-site
$63K - $102K/yr
... Assist in the development, implementation and oversight of Division and Bank initiatives that ... Performs all duties and interacts with internal and external customers in a manner that is ...
Honolulu, HI · On-site
$63K - $102K/yr
... Assist in the development, implementation and oversight of Division and Bank initiatives that ... Performs all duties and interacts with internal and external customers in a manner that is ...
Honolulu, HI · On-site
$63K - $102K/yr
... Assist in the development, implementation and oversight of Division and Bank initiatives that ... Performs all duties and interacts with internal and external customers in a manner that is ...
$15.14 - $16
3% of jobs
$16 - $16.85
3% of jobs
$16.85 - $17.70
6% of jobs
$17.70 - $18.55
8% of jobs
$19.01 is the 25th percentile. Wages below this are outliers.
$18.55 - $19.41
9% of jobs
$19.41 - $20.26
15% of jobs
The median wage is $20.59 / hr.
$20.26 - $21.11
15% of jobs
$21.90 is the 75th percentile. Wages above this are outliers.
$21.11 - $21.96
17% of jobs
$21.96 - $22.81
15% of jobs
$22.81 - $23.67
5% of jobs
$23.67 - $24.52
3% of jobs
$15
$20
$24
Cities with the most Customer Investment Assistant job openings:
States with the most job openings for Customer Investment Assistant jobs include:
For Customer Investment Assistant jobs, the most frequently searched job titles are:
Miami, FL • On-site, Remote
$95K - $190K/yr
Other
Posted 7 days ago
Job Summary
Investment Associate – Private Capital
Career Launch AI
Full-time, Part-time, Contract, Internship
Remote | New York, NY, United States
The Opportunity
You’re the kind of person who is always looking to learn. You want to grow into something greater and you’re looking for an employer encourages and supports your professional development. Career Launch AI promotes advancement and rewards our employees based on individual performance and merit. Sure you’ll have exposure to the team, but all of our people are accountable for their success. Competitive and focused, our team is on a mission to deliver excellence. We also know that this can only be accomplished by supporting our employee growth and development. By providing frequent feedback and consistently measuring progress, we’ve discovered the recipe for success that’s delivered year over year growth since our first year of business. This a culture of winning. At Career Launch AI we breed winners.
Responsibilities
Analyze financial statements and investment proposals for viability.
Utilize CRM tools to track and manage investment pipelines.
Conduct market research to identify potential investment opportunities.
Monitor and evaluate the performance of existing investments.
Assist in the development of investment strategies and plans.
Develop and maintain relationships with potential investors and partners.
Collaborate with team members to achieve investment targets.
Evaluate risks associated with potential investments.
Prepare detailed investment reports and presentations for stakeholders.
Participate in training and professional development opportunities.
Provide insights and recommendations based on investment performance.
Stay updated on industry trends and market conditions.
Experience/Qualifications
Proven experience in financial analysis and investment evaluation.
Commitment to continuous learning and professional development.
Familiarity with CRM tools for managing investment pipelines.
Excellent relationship-building skills with investors and partners.
Strong market research skills to identify investment opportunities.
Ability to monitor and evaluate investment performance metrics.
Strong risk evaluation skills for potential investments.
Ability to prepare detailed investment reports and presentations.
Experience in developing investment strategies and plans.
Collaborative mindset to work effectively within a team.
What's in it for you? (Salary, Commissions & Benefits)
Enjoy the flexibility of working remotely from anywhere in New York, NY!
Receive a competitive base salary that reflects your skills and contributions.
Apply at https://www.careerlaunch.ai/
