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Remote Investment Associate Jobs in Colorado (NOW HIRING)

H&R Block

Block Advisor Tax Advisor - Remote

Aurora, CO · On-site +1

$11 - $80/hr

We invest in your well-being through competitive pay, comprehensive benefits, and support for life ... Qualifying associates can enroll themselves and/or their eligible dependents in medical and ...

H&R Block

Block Advisor Tax Advisor - Remote

Littleton, CO · On-site +1

$11 - $80/hr

We invest in your well-being through competitive pay, comprehensive benefits, and support for life ... Qualifying associates can enroll themselves and/or their eligible dependents in medical and ...

H&R Block

Block Advisor Tax Advisor - Remote

Lone Tree, CO · On-site +1

$11 - $80/hr

We invest in your well-being through competitive pay, comprehensive benefits, and support for life ... Qualifying associates can enroll themselves and/or their eligible dependents in medical and ...

Standish Management

Senior Associate

Denver, CO · On-site +1

$62K - $75K/yr

Knowledge of various investment accounting concepts * Attention to detail * Ability to multitask ... Employees can choose to be classified as "flex remote" or "flex office" *Compensation range: $62 ...

Orchard

Inside Sales Associate

Denver, CO · Remote

$80K/yr

We have financing from top-tier investors including Revolution, Firstmark, Accomplice, Navitas and ... This is a Full Time, remote role (employee will need to be based within the Greater Denver area ...

Northmarq

Associate Portfolio Manager

Edgewater, CO · On-site +1

Northmarq is a unique capital markets resource for commercial real estate investors, providing our ... remote work when appropriate. Specific Responsibilities * Manage a portfolio of more complex ...

Northmarq

Associate Portfolio Manager

Denver, CO · On-site +1

Northmarq is a unique capital markets resource for commercial real estate investors, providing our ... remote work when appropriate. Specific Responsibilities * Manage a portfolio of more complex ...

Northmarq

Associate Portfolio Manager

Denver, CO · On-site +1

Northmarq is a unique capital markets resource for commercial real estate investors, providing our ... remote work when appropriate. Specific Responsibilities * Manage a portfolio of more complex ...

Northmarq

Associate Portfolio Manager

Glendale, CO · On-site +1

Northmarq is a unique capital markets resource for commercial real estate investors, providing our ... remote work when appropriate. Specific Responsibilities * Manage a portfolio of more complex ...

Northmarq

Associate Portfolio Manager

Aurora, CO · On-site +1

Northmarq is a unique capital markets resource for commercial real estate investors, providing our ... remote work when appropriate. Specific Responsibilities * Manage a portfolio of more complex ...

Northmarq

Associate Portfolio Manager

Lakewood, CO · On-site +1

Northmarq is a unique capital markets resource for commercial real estate investors, providing our ... remote work when appropriate. Specific Responsibilities * Manage a portfolio of more complex ...

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Remote Investment Associate information

What are the key skills and qualifications needed to thrive as a Remote Investment Associate, and why are they important?

To thrive as a Remote Investment Associate, you need a solid understanding of financial markets, investment analysis, and portfolio management, typically supported by a degree in finance or a related field. Familiarity with financial modeling software, Bloomberg Terminal, and certifications like the CFA are highly valued. Excellent communication, self-motivation, and analytical thinking are crucial soft skills for effective collaboration and independent work in a remote environment. These skills ensure accurate investment recommendations, strong client relationships, and successful performance in a dynamic, virtual setting.

What is the difference between Remote Investment Associate vs Remote Financial Analyst?

AspectRemote Investment AssociateRemote Financial Analyst
Required CredentialsBachelor's degree in finance, economics, or related field; certifications like CFA are a plusBachelor's degree in finance, accounting, or related; CFA or CPA preferred
Work EnvironmentCollaborates with investment teams, conducts research, and supports portfolio management remotelyAnalyzes financial data, prepares reports, and forecasts remotely for corporate or investment firms
Employer & Industry UsageUsed by investment firms, private equity, and venture capital companiesCommon in banks, asset management, and corporate finance departments

Remote Investment Associates and Remote Financial Analysts share similar educational backgrounds and work remotely within finance sectors. However, Investment Associates focus more on supporting investment decisions and portfolio management, while Financial Analysts primarily analyze financial data and prepare reports. Both roles require strong analytical skills and relevant certifications, but their daily tasks and industry applications differ slightly.

How do Remote Investment Associates typically collaborate with team members and clients given the virtual work environment?

Remote Investment Associates regularly use digital communication tools such as video conferencing, instant messaging, and project management platforms to coordinate with portfolio managers, analysts, and clients. They often participate in virtual meetings to discuss investment strategies, share research, and review client portfolios. Building strong relationships and maintaining clear, proactive communication are essential for successful collaboration in a remote setting. While the role offers flexibility, it also requires self-discipline and strong organizational skills to ensure seamless teamwork and client service.

What is a Remote Investment Associate?

A Remote Investment Associate is a finance professional who supports investment teams in researching, analyzing, and managing investment opportunities, but works from a remote location rather than a traditional office. Their responsibilities typically include conducting market research, preparing reports, analyzing financial statements, and helping to execute investment strategies. Remote Investment Associates collaborate with their team using digital communication tools and are often employed by investment firms, private equity groups, or asset management companies. This role requires strong analytical skills, attention to detail, and proficiency in financial modeling and research. Remote work enables greater flexibility but also demands excellent time management and communication skills.
What are the most commonly searched types of Remote Investment jobs in Colorado? The most popular types of Remote Investment jobs in Colorado are:
What are popular job titles related to Remote Investment Associate jobs in Colorado? For Remote Investment Associate jobs in Colorado, the most frequently searched job titles are:
What job categories do people searching Remote Investment Associate jobs in Colorado look for? The top searched job categories for Remote Investment Associate jobs in Colorado are:
What cities in Colorado are hiring for Remote Investment Associate jobs? Cities in Colorado with the most Remote Investment Associate job openings:
Remote Investment Associate jobs near you
Block Advisor Tax Advisor - Remote

Block Advisor Tax Advisor - Remote

H&R Block

Louisville, CO • On-site, Remote

$11 - $80/hr

Full-time

Retirement

Re-posted 23 days ago

Job description

About the Role
As you inspire people to make confident, informed decisions about their lives, careers, and money, you'll build client relationships that will grow stronger every year.
Joining H&R Block as a Remote Tax Professional means you'll serve clients with diverse tax needs and you'll have the support of an expert team, dedicated to providing you with advanced tax training you'll need to be successful.
Day to day, you'll...
  • Conduct tax interviews with clients and support do it yourself online tax clients through virtual tools (i.e., video conferencing, phone, chat, email)
  • Generate business growth, increase client retention, and offer additional products and services
  • Understand that teamwork is essential to our success - communicate and coordinate regularly with leaders and peers about how your remote work is impacting results
  • Grow your tax expertise

Required Qualifications
  • Experience completing individual tax returns
  • Experience working in a fast-paced environment
  • Access to high speed, reliable internet
  • Experience and skilled in technology (specifically MS Teams and Outlook)
  • Inspire confidence in our clients with your ability to communicate complex tax situations concisely via phone, email and chat
  • Experience utilizing effective customer service techniques
  • Analytical and problem-solving skills
  • Successful completion of the H&R Block Tax Knowledge Assessment1 or equivalent
  • High school diploma / equivalent or higher
  • Must complete continuing education requirement and meet all other IRS and applicable state requirements
  • Availability to work a minimum of 20 hours a week during peak tax season
  • Skill in researching information using various tax and publication tools to understand the client's need (i.e., IRS Publications/Instructions)

1Enrollment in or completion of the H&R Block Income Tax Course is neither an offer nor a guarantee of employment.
Preferred Qualifications
  • CPA or Enrolled Agent certification
  • Experience completing complex tax returns
  • 5+ years of experience in accounting, finance, bookkeeping or tax
  • Experience conducting virtual tax interviews that create confidence in clients
  • Tax planning and audit support experience
  • Sales and/or marketing experience

Why work for us
At H&R Block, our purpose is simple: to provide help and inspire confidence in our clients and communities everywhere. For more than 70 years, we've led the tax industry and we continue to evolve through our Block Next strategy, blending human expertise with digital innovation.
That same commitment to care extends to our associates. When you join us, you become part of a High Performing, Connected Culture built on strong relationships, continuous learning, and a shared commitment to making a meaningful impact. We invest in your well-being through competitive pay, comprehensive benefits, and support for life both in and outside of work.
Pay Range Information
The pay range for this position is listed below. Local minimum wage laws apply. This information is posted pursuant to local requirements to provide applicants with information about what they might be eligible to receive. Individual pay decisions will depend on job-related factors such as experience, education, skill, performance, and geographic location where work will be performed. Successful candidates may be able to participate in one or more incentive compensation or short-term incentive plans, which could generate additional earnings in accordance with the terms of each plan.
Qualifying associates can enroll themselves and/or their eligible dependents in medical and prescription drug coverage; can participate in the H&R Block Retirement Savings Plan (401(k) Plan), the Employee Assistance Program, (virtual) fitness center programs, and the associate discount program; are automatically enrolled in Business Travel Accident Insurance; and receive Associate Tax Prep benefit.
Pay Range
$11.00 - $80.00/Hr.
Sponsored Job
#7545

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