ZipRecruiter

Log In

2

Remote Investment Associate Jobs in Florida (NOW HIRING)

HB Travels

Customer Experience Associate (Remote)

Miami, FL · Remote

$13.75 - $19/hr

We are seeking a customer-focused and detail-oriented Customer Experience Associate to join our growing remote team. This role is ideal for individuals who enjoy helping people, building positive ...

Crystal Intelligence

... and investments while also negotiating and closing deals to realize this vision. The Associate ... Remote

DiMercurio Advisors

Tax Associate

Orlando, FL · On-site +1

$61K - $70K/yr

What You'll Gain At DiMercurio Advisors, we invest heavily in the development of our team members ... Remote (2 Days Per Week) * Work from home or the office. * Flexible scheduling available based on ...

DiMercurio Advisors LLC

Tax Associate

Orlando, FL · On-site +1

$61K - $70K/yr

What You'll Gain At DiMercurio Advisors, we invest heavily in the development of our team members ... Remote (2 Days Per Week) * Work from home or the office. * Flexible scheduling available based on ...

next page

Showing results 1-20

All JobsInvestment Associate JobsRemote Investment Associate JobsRemote Investment Associate Jobs in Florida

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 the most commonly searched types of Remote Investment jobs in Florida?

The most popular types of Remote Investment jobs in Florida are:

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

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

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

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

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

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

Remote Investment Associate jobs near you

Senior Investor Relations & Treasury Associate

Theorem Fund Services

Boca Raton, FL • On-site, Remote

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 20 days ago

Job description


Our Firm

Theorem Fund Services is a award winning multi-service fund administrator that offers a unique turn-key solution to investment managers. Theorem combines institutional-level technology with strong industry experience and a deep understanding of our clients' needs and goals.

Location

Remote in the United States

Essential Duties and Responsibilities

Investor Relations:

  • Review and process investor subscription and redemption documents
  • Complete KYC and AML verifications
  • Prepare FATCA/CRS filing
  • Generate investment confirmations and capital call letters
  • Manage user access to the interactive investor portal
  • Assist with answering inquiries from investors

Banking:

Assist clients with the bank account opening process for partner banks

  • Review wire disbursement requests for validity and compliance
  • Setup or review wire disbursements on the bank's portal
  • Provide ongoing support with banking related inquiries
  • Maintain banking master summary file containing contact information for each bank and other key operational details

Qualifications

  • Bachelor's Degree
  • Strong communication skills and the ability to interact both internally and externally in a professional manner with clients and colleagues
  • Ability to work independently in an organized manner and ensure timely responses to all requestsSome experience in hedge fund administration and/or banking/financial services preferred but not required
  • Minimum 1+ years of experience in Investor Relations (at a fund or fund administrator) or AML/KYC.

Benefits

  • 4 weeks paid vacation per year
  • 100% company paid health, dental, vision, short term disability, and life insurance for employee
  • Company sponsored retirement plan with company matching contributions


    Employment Type: FULL_TIME

    Apply