73 Remote Investment Finance Jobs in the United States

Role highlights

• Prepares and actively participates in periodic portfolio reviews with management with the goal of reporting on borrower financial performan…
• Analyzes the portfolio to prepare for quarterly and annual reviews.

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• Applied investment and economic analysis skills.
• Conduct qualitative and quantitative analysis on equity funds, asset managers, and sub-advised portfolios.

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• This position is responsible for utilizing accepted and relevant approaches and theories to analyze assets and to estimate values and…
• Responsibilities Analysis - Performs valuation analysis on various industries using accepted and relevant approaches and theories.

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• Turn insight into action by experimenting and testing and rapidly scaling successful pilots, in partnership with product, marketing and gro…
• In this role, you'll; Work to maximize the growth and profitability of Wave’s consumer and merchant Financial Service products across…

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• Mercata is looking for a few experienced buy-side equity analysts and portfolio managers for early user testing of our AI-native…
• Requirements Current or recent experience as an equity analyst or portfolio manager on the buy side, at a hedge fund…

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• Working closely with Wealth Advisors, Operations, Portfolio Management, Compliance, and Trading departments, this role drives strategic ali…
• Additionally, this role oversees resource allocation within the division, mentors Portfolio Consultants, and contributes to the growth and…

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• Experience working at an investor relations or financial communications agency .
• Experience supporting investor days, activist situations, capital allocation decisions, or major corporate transactions.

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• Requirements Key Responsibilities Review finance tasks and workflows for professional realism, clarity, completeness, and internal consiste…
• Professional experience in one or more of the following: Fundamental Equity Research Asset Management Hedge Funds Public Markets Investing…

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• Identify emerging portfolio risks and develop mitigation strategies in coordination with the Director, Asset Management.
• This role is well suited for a professional with significant commercial real estate lending or asset management experience who combines…

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• Experience with enterprise risk management, hazard identification, mitigation tracking, and proactive risk assessment methodologies within…
• Core responsibilities include: validating capital appropriation workbooks, reviewing funding sources and compliance early in the intake pro…

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• Strong stakeholder management skills; comfortable partnering with Finance, Legal, Communications, and senior leadership.
• Extensive knowledge of or interest in investor relations and adjacent functions (finance, accounting, corporate communications); able to ap…

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• Position Summary The Investments Director is an integral part of the Impact Investment Group that is focused on making investments…
• The Director will work closely with portfolio companies across the country to generate measurable impact and rationalized investment return…

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• Preferred: Solid Finance and Investments knowledge, with the ability to explain EB-5 structures and project economics.
• Requirements Qualifications: Required: Bachelor’s degree Familiarity with the EB-5 Program Professionalism, positive attitude, perseverance…

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• Alternative Energy Portfolio, Underwriting, or Asset Management Experience, including Tax Equity, Sale Lease Back, Syndication, and Partici…
• What You Will Do: Manage the day-to-day activity of the Alternative Energy Portfolio teams including Credit Analysts, Account Executives an…

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• Assist with new client onboarding through portfolio and investment strategy reviews and roadmap development.
• Attend client meetings to support advisors with asset class education, manager interviews, and strategy placements.

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• Requirements 5+ years of experience in investor relations, institutional research, investment banking, equity sales, or capital-markets rol…
• Collaborate with the PR function to secure podcast appearances, financial media placements, and speaking opportunities that reinforce the i…

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• This role includes teaching core equity research strategy, financial analysis, and valuation skills, as well as helping clients build stron…
• We're seeking an experienced Equity Research Coach to work with clients looking to break into or grow within equity research…

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• The work involves creating, reviewing, and refining investment-related materials used to evaluate AI performance in private equity contexts.
• This opportunity is ideal for professionals with direct private equity experience who possess strong analytical skills, financial judgment,…

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• Farm Financial Management and Team Accountability (25% of time) Develops and regularly evaluates long-term business strategy and financial…
• Ability to lead projects involving a diverse group of employees, colleagues, & vendors Previous people management experience Strong passion…

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• The Impact You’ll Have Support the creation of materials related to the quarterly earnings call, including: earnings press release, scripts…
• Use this information to continuously improve our investor communication and target strategy Who You Are 4-6 years of finance/accounting exp…

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• Investment Operations & Stakeholder Coordination Liaise with Treasury, Middle Office, and Investment Accounting to ensure trade activity, c…
• Serve as a senior thought partner to portfolio managers on complex analytical, modeling, and investment strategy questions — including ALM…

Role highlights

• Strong command of core investment banking practices, including: Three-statement financial modeling DCF valuation LBO modeling Comparable co…
• Ideal Qualifications 2+ years of professional investment banking experience , preferably at the Associate level or above.

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• Qualifications and Skills Experience 7+ years in investor relations, placement, private funds, investment banking, private credit, venture…
• Collect and synthesize investor feedback on fund terms, structure, risk-return profile, reporting, and allocation preferences to inform fun…

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• Job Summary: The Portfolio Consultant III will drive investment management services for Wealth Advisors.
• Deliver an excellent experience to our Wealth Advisor Teams in developing and implementing investment strategies Must have the ability to…

Role highlights

• Job Summary: Engaging Investment Banking Consultants (Bulge Bracket) to contribute their expertise to a customer's project.
• Advanced financial modeling skills with the ability to translate quantitative analysis into clear, compelling narratives.