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Remote Investment Associate Jobs in Connecticut (NOW HIRING)

We invest deeply in our people through ongoing training, comprehensive benefits, and a strong ... Job Location United States - Remote Work Arrangement U.S. residents only; work must be performed ...

We invest deeply in our people through ongoing training, comprehensive benefits, and a strong ... Job Location United States - Remote Work Arrangement U.S. residents only; work must be performed ...

... our associates dedicate thousands of hours to volunteering for causes that matter most to them ... Good understanding of IRAs, retirement investment products/services and the qualified retirement ...

... our associates dedicate thousands of hours to volunteering for causes that matter most to them ... Good understanding of IRAs, retirement investment products/services and the qualified retirement ...

... our associates dedicate thousands of hours to volunteering for causes that matter most to them ... Good understanding of IRAs, retirement investment products/services and the qualified retirement ...

... our associates dedicate thousands of hours to volunteering for causes that matter most to them ... Good understanding of IRAs, retirement investment products/services and the qualified retirement ...

... our associates dedicate thousands of hours to volunteering for causes that matter most to them ... Good understanding of IRAs, retirement investment products/services and the qualified retirement ...

... our associates dedicate thousands of hours to volunteering for causes that matter most to them ... Good understanding of IRAs, retirement investment products/services and the qualified retirement ...

... remote commissioning of new monitoring systems, and troubleshooting of existing data acquisition ... Associate or bachelor's degree in a STEM field (e.g., Engineering Technology, Electrical ...

Showing results 21-40

Remote Investment Associate information

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 key skills and qualifications needed to thrive as a remote investment associate?

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.

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 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.

What are popular job titles related to Remote Investment Associate jobs in Connecticut?

For Remote Investment Associate jobs in Connecticut, the most frequently searched job titles are:

What job categories do people searching Remote Investment Associate jobs in Connecticut look for?

The top searched job categories for Remote Investment Associate jobs in Connecticut are:

What cities in Connecticut are hiring for Remote Investment Associate jobs?

Cities in Connecticut with the most Remote Investment Associate job openings:

Infographic showing various Remote Investment Associate job openings in Connecticut as of June 2026, with employment types broken down into 100% Full Time. Highlights an 100% Remote job distribution.

Associate Client Success Director

IQVIA

Greenwich, CT • Remote

Full-time

Medical, Life

Posted 24 days ago


IQVIA rating

8.1

Company rating: 8.1 out of 10

Based on 53 frontline employees who took The Breakroom Quiz

62nd of 226 rated it services


Job description

About Cedar Gate Technologies

Cedar Gate Technologies, an IQVIA business, enables payers, providers, employers, and service administrators to excel at value-based care with a unified technology and services platform delivering analytics, care, and payment technology on a single data management foundation. At Cedar Gate, you'll be part of a collaborative, innovative environment where great ideas thrive. We invest deeply in our people through ongoing training, comprehensive benefits, and a strong culture of teamwork, offering the chance to grow your skills while contributing to high impact initiatives for some of the world's most dynamic companies.

Position Summary

Cedar Gate Technologies, an IQVIA business, is seeking a client-focused and relationship-driven professional to join our growing Client Success team as an Associate Client Success Director. In this role, you will serve as the strategic partner and primary point of contact for a portfolio of clients, guiding them through every stage of their journey and ensuring they achieve measurable business outcomes through our industry-leading solutions and services. Success in this position requires the ability to build trusted executive-level relationships, champion the voice of the client across the organization, leverage client insights to help shape product evolution, and identify opportunities to expand value and deepen engagement. This is an exciting opportunity for a proactive professional who is passionate about delivering exceptional client experience and driving long-term client success.

Roles & Responsibilities

  • Serve as the primary point of contact, trusted advisor, and internal advocate for a book of complex, enterprise clients with multiple Cedar Gate Product Lines
  • Lead a cross-functional Account Team for each client within book of clients
  • Facilitate regular, executive-level meetings focused on client needs, their organizational goals and objectives, and possible expansion opportunities
  • Drive product utilization through training, a deep understanding of the client's business objectives, and technical expertise in how Cedar Gate solutions support their business objectives
  • Develop and execute success plans for clients that outline their critical success factors and metrics for success, track progress and mitigate potential issues, and celebrate success through documented value stories and references served
  • Surface and syndicate best practices in the use of Cedar Gate's solutions within the Cedar Gate community
  • Represent the voice of the client to inform the product roadmap and service delivery model
  • Provides thought leadership for supporting clients within a Cedar Gate Product Line or client Market Segment
  • Acts as a change agent, formulating and promoting Client Success strategies, direction, and initiatives
  • Acts as coach for Client Success Business Analysts, Client Success Managers, and Sr. Client Success Managers
  • Supports sales process through RFP/RFI responses and prospect calls.

Job Location

United States - Remote

Work Arrangement

U.S. residents only; work must be performed within the United States.

Experience / Qualifications

  • Bachelor's degree in related field required, master's preferred
  • Minimum of 8 years of healthcare industry experience, working with providers, health plans, brokers, medical management companies, or at a healthcare data analytics provider
  • Client Success or client relationship management experience
  • Ability to communicate and present company, product, and technology information to a broad audience
  • Strong analytic and problem-solving skills with the demonstrated ability to identify and make decisions based on complex client requests
  • Basic understanding of healthcare claims and EMR data.
  • Experience with value-based care reimbursement models (MSSP, ACO Reach, Capitation, Bundles etc.).
  • Be available for travel as much as 25% of the time
  • To be eligible for this position, you must reside in the same country where the job is located.

IQVIA is a leading global provider of clinical research services, commercial insights and healthcare intelligence to the life sciences and healthcare industries. We create intelligent connections to accelerate the development and commercialization of innovative medical treatments to help improve patient outcomes and population health worldwide. Learn more athttps://jobs.iqvia.com

IQVIA is proud to be 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 status protected by applicable law. https://jobs.iqvia.com/eoe

IQVIA is committed to integrity in our hiring process and maintains a zero tolerance policy for candidate fraud. All information and credentials submitted in your application must be truthful and complete. Any false statements, misrepresentations, or material omissions during the recruitment process will result in immediate disqualification of your application, or termination of employment if discovered later, in accordance with applicable law. We appreciate your honesty and professionalism.

The potential base pay range for this role, when annualized, is $86,000.00 - $239,500.00. The actual base pay offered may vary based on a number of factors including job-related qualifications such as knowledge, skills, education, and experience; location; and/or schedule (full or part-time). Dependent on the position offered, incentive plans, bonuses, and/or other forms of compensation may be offered, in addition to a range of health and welfare and/or other benefits.

What IQVIA employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom


IQVIA logo

About IQVIA

Sourced by ZipRecruiter

At IQVIA, we are passionate about helping customers and partners improve results and patient outcomes. Everything we do contributes to this vision for creating a healthier world. In today’s healthcare environment, it’s not only about how much data, information, and technology you have at your fingertips – it’s what you do with it. IQVIA is focused on making intelligent connections for customers across the entire healthcare ecosystem to help you drive healthcare forward. Whether that means partnering with novel technology companies to boost patient engagement, leveraging AI & machine learning to accelerate results, or using decentralized trials to reach the right patients wherever they are – we are always looking for smarter ways to move you forward.

Industry

Health care and social assistance

Company size

10,000+ Employees

Headquarters location

Durham, NC, US