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Remote Investment Associate Jobs in Florida (NOW HIRING)

M&A Associate - AI Trainer

Tampa, FL ยท Remote

$50 - $100/hr

Enjoy the flexibility of remote work and the freedom to set your own schedule. This is an ... Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development ...

This is a remote opportunity. This is primarily a sedentary office position which requires the ... At Lennar, we believe in investing in our Associates, empowering them to thrive both personally and ...

Billing Specialist

West Palm Beach, FL ยท On-site +1

$18.50 - $25.25/hr

... investment management and enhance the advisor and client experience. Skills Required null More Details Employment Type: Full Time Location: [REMOTE] Experience Required: Associate Date Published: 05 ...

Showing results 41-60

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 cities in Florida are hiring for Remote Investment Associate jobs?

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

Specialty Loan Advisor - Earn Hybrid/Remote Flexibility | High-Performance Servicing Role

Selene Holdings

Jacksonville, FL โ€ข On-site, Remote

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 18 days ago


Key responsibilities

  • Manage a portfolio of Business Purpose Loans by providing consistent, high-quality servicing and support to internal and external stakeholders.

  • Serve in an advisory capacity to customers, providing guidance tailored to their unique business needs.

  • Handle inbound and outbound calls, as well as email and text communications, to support clients, attorneys, and authorized third parties.


Job description

Selene Holdings is a multiple-lines business financial services firm with a mortgage servicing company, a loan diligence company, a title company, an insurance brokerage, and a real estate owned company. We have office locations in Dallas, TX, Jacksonville, FL, and Salt Lake City, UT. Founded in 2007 to address needs in the mortgage industry, Selene strives to provide amazing client and borrower experiences. A positive attitude coupled with proven creative thinking and actions are all attributes we seek in every one of our employees. If you want to make a difference, then Selene is the place for you!

Position Summary

The Specialty Loan Advisor (SLA) manages a portfolio of Business Purpose Loans (BPLs) in a fast-paced, performance-driven environment. This role is ideal for professionals who take ownership of their pipeline, thrive in high-volume servicing, and deliver strong customer outcomes through an advisory approach.

What Sets This Role Apart

  • Performance Unlocks Flexibility: High performers have the opportunity to earn hybrid or remote work status based on consistent results and productivity.

  • Ownership Over Your Portfolio: Manage customer relationships end-to-end and drive outcomes-not just transactions.

  • Built for High Performers: This environment rewards individuals who consistently meet and exceed expectations with increased autonomy and flexibility.

Essential Duties and Responsibilities

  • Manage a portfolio of Business Purpose Loans by providing consistent, high-quality servicing and support to internal and external stakeholders.

  • Serve in an advisory capacity to customers, providing guidance tailored to their unique business needs.

  • Handle inbound and outbound calls, as well as email and text communications, to support clients, attorneys, and authorized third parties.

  • Perform moderately complex administrative, transactional, and operational tasks including research, analysis, and documentation.

  • Generate reports and analyze data to support strategic initiatives and improve customer outcomes.

  • Ensure compliance with company policies, procedures, and investor requirements.

  • Leverage systems and tools to ensure accuracy, efficiency, and strong customer experience.

  • Meet and exceed production goals (KPIs), with high performers recognized through increased autonomy and flexibility.

  • Collaborate cross-functionally to resolve escalations and improve servicing effectiveness.

Qualifications

  • 3-5 years of experience in mortgage servicing, contact center, or related roles.

  • Working knowledge of Business Purpose Loans (BPLs).

  • Strong understanding of escrow, billing, payment histories, and 1098 statements.

  • Experience with cross-collateralized servicing and partial lien releases.

  • Knowledge of property preservation processes.

  • Strong analytical and problem-solving skills with high attention to detail.

  • Ability to manage high-volume workload and meet deadlines.

  • Excellent communication skills.

  • Ability to work independently and in a team environment.

  • Strong advisory and relationship management skills.

Education & Experience

  • High school diploma or GED required; Associate's or Bachelor's degree preferred.

  • 2-4+ years of related experience preferred.

Technical Skills

  • Proficiency in Microsoft Office (Word, Excel, PowerPoint, OneDrive, Outlook).

  • Experience with MSP, Black Knight/LPS, or Sagent preferred.

Work Environment & Flexibility

This role operates in a performance-driven environment where productivity, quality, and customer outcomes are key measures of success. High-performing team members may be considered for hybrid or remote work scheduling based on sustained performance and business needs.

Why Selene?

Benefits
Selene Finance LP is committed to the total wellbeing of its employees and therefore offers one of the best benefits packages available in the industry today, which includes:

  • Paid Time Off (PTO)

  • Medical, Dental &Vision

  • Employee Assistance Program

  • Flexible Spending Account

  • Health Savings Account

  • Paid Holidays

  • Company paid Life Insurance

  • Matching 401(k) Plan


The job requirements listed above are representative of the knowledge, skills, and/or abilities required. This job description is not an inclusive list of all duties and responsibilities of this position. Incumbents will be required to follow any other job-related instructions and to perform any other job-related duties requested by any person authorized to give instructions or assignments. Selene reserves the right to amend and change responsibilities to meet business and organizational needs.

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