- Segal (Washington, DC)
- …to work across a broad spectrum of clients across the markets. The Associate will interact with attorneys, Fund Office professionals, clients and Segal ... The Opportunity: The Associate will work in both the technical and...owned, leading North American employee benefit, human resources, and investment management consulting firm with over 80 years of… more
- Fidelity TalentSource LLC (Arlington, VA)
- …phone by answering questions about account balances, making withdrawals, transferring funds , identifying resources, and placing trades, while working from home and ... to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients money. Join… more
- DLA Piper (Washington, DC)
- …Let's see what we can achieve. Together. **Summary** DLA Piper's is seeking a mid-level associate to join its Investment Funds group. This position is open ... and international private equity, real estate, venture capital and hedge funds . + Experience with secondary transactions, structuring separately managed accounts and… more
- Morgan Stanley (Washington, DC)
- …traces its roots to Calvert Investments, which in 1982 launched the first mutual fund to avoid investment in companies doing business in apartheid-era South ... **Title:** * Investment Team Governance - Calvert Research - Senior Associate * **Location:** *District of Columbia-Washington DC* **Requisition ID:** *3257716* more
- UMB Bank (Washington, DC)
- …incumbents have good working industry knowledge of mutual funds , hedge funds , collective investment funds , ETF's, PE, real estate, interval/tender ... prospecting and calling on financial institutions in the mutual fund and alternative investment industries + Cross...tuition reimbursement; an associate wellbeing program; an associate emergency fund ; and various associate… more
- CrossBoundary (Washington, DC)
- Senior Associate - Washington, DC CrossBoundary Investment Advisory About the Firm CrossBoundary Group is a mission-driven investment and advisory firm that ... join our team in Washington, DC. As a Senior Associate you will identify and evaluate investment ...and donors + Strong financial modelling skills; experience in fund and project finance modelling preferred + Strong writer… more
- CareFirst (Washington, DC)
- …diligence and presenting information to make recommendations on which investments to fund or decline. Engages with RFP content experts, coordinating the evaluation ... representatives, not-for-profit organizations and more) to shepherd authentic community and associate engagement as well as investments that align with the CareFirst… more
- CrossBoundary (Washington, DC)
- …in Africa at one of our CrossBoundary Advisory offices. As a Senior Associate you will identify and evaluate investment opportunities, conduct market ... Senior Associate CrossBoundary Group About the Firm CrossBoundary Group is a mission-driven investment and advisory firm that unlocks the power of capital for… more
- KPMG (Mclean, VA)
- **Business Title:** Senior Associate , International Tax **Requisition Number:** 114509 - 97 **Function:** Tax Services **Area of Interest:** **State:** VA **City:** ... KPMG, we believe nothing is more important than investing in our culture because it's an investment in our people, our future, and what we stand for as a firm KPMG… more
- Fannie Mae (Washington, DC)
- …in 2018, Fannie Mae has invested over $4 billion in proprietary and multi-investor funds . As a valued colleague on our team, you will provide expert advice on ... be responsible for underwriting and closing investments through LIHTC proprietary funds , you will support overseeing customer network development and customer… more
- Foresters Financial Services (Silver Spring, MD)
- Sales Support Associate Sales Silver Spring , Maryland Apply Description What we need: This role supports the Registered Financial Services Sales Representative's ... you will learn: + Products and services including Mutual Funds , Annuities and Life Insurance, + Retirement products including...as a leading provider of retail services to the investment programs of banks and credit unions. Through its… more
- KPMG (Mclean, VA)
- …engagements when appropriate Qualifications: + A minimum of three years of recent investment partnership and/or mutual fund tax experience in public accounting + ... **Business Title:** BTS Senior Associate , Asset Management **Requisition Number:** 118100 - 97...important than investing in our culture because it's an investment in our people, our future, and what we… more
- Truist (Reston, VA)
- …Financial Advisors in servicing clients including preparing financial plans, conducting investment research and completing client trades and transactions. 2. Receive ... and answering of questions. 6. Maximize sales opportunities by contacting potential investment clients based on internal and bank leads. Use product and industry… more
- Nuveen Investments (Washington, DC)
- …Capital is the nation's leading provider of C-PACE financing. C-PACE financing funds multi-million dollar energy, water, and resiliency measures within a commercial ... is growing in popularity among real estate developers and property owners. The Associate Director, CPACE Transaction Management plays a critical role in all aspects… more
- JPMorgan Chase (Washington, DC)
- …us to customize solutions tailored to clients' specific needs. As a Client Associate in JP Morgan Advisors, you will provide dedicated business support to Financial ... collect account-specific information, obtain account documents and financials, and provide investment quotes to clients while complying with regulatory and firm… more
- Morgan Stanley (Potomac, MD)
- …Providing backup coverage for traditional registered or unregistered Client Service Associate responsibilities at the request of the client and/or FA/PWA/team, such ... as executing money movement transactions, answering general non- investment related questions concerning clients accounts, educating or enrolling clients in digital… more
- KPMG (Washington, DC)
- **Business Title:** Senior Associate , WNT - Economic and Valuation Services - Transfer Pricing **Requisition Number:** 115289 - 21 **Function:** Tax Services **Area ... Testing, employee or management incentive scheme valuations and recurring fund valuations. As a member of our diverse team,...important than investing in our culture because it's an investment in our people, our future, in who we… more
- KPMG (Mclean, VA)
- **Business Title:** Senior Associate , Complex Valuation **Requisition Number:** 118367 - 97 **Function:** Tax Services **Area of Interest:** **State:** VA **City:** ... Testing, employee or management incentive scheme valuations and recurring fund valuations. As a member of our diverse team,...important than investing in our culture because it's an investment in our people, our future, in who we… more
- KPMG (Mclean, VA)
- **Business Title:** Tax Associate , International Tax - JD/LLM | Multiple Locations Summer/Fall 2025 **Requisition Number:** 115805 - 97 **Function:** Tax Services ... than investing in our culture because It has an investment in our people, our future, and what we...as a firm. KPMG is currently seeking a Tax Associate to join our International Tax practice. Responsibilities: +… more
- American Institutes for Research (Arlington, VA)
- …American Institutes for Research (AIR) is seeking a dynamic **Communications and Events Associate ** to join the AIR Equity Initiative team. This role is ideal for ... Launched in 2021, the AIR Equity Initiative is a 5-year, $100 million+ investment aimed at addressing systemic inequities and increasing opportunities for people and… more
