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4 Days Ago
Houston, TX, USA
Junior
Junior
Fintech • Payments • Financial Services
The Associate at Corient Investments will support the Senior Portfolio Management Team by developing a thorough understanding of taxable fixed income investments, executing trades, administering portfolios, analyzing financial markets, and utilizing risk analysis software. The role requires strong analytical skills, and involvement in portfolio management strategies.
4 Days Ago
West Georgia, VT, USA
55K-65K Annually
Junior
55K-65K Annually
Junior
Fintech • Payments • Financial Services
The Business Development Manager is responsible for driving sales and asset retention of CI asset management products, building relationships with financial advisers, conducting sales campaigns, and performing account management duties. This role requires engaging clients and supporting DVPs with marketing and sales efforts, while also providing customer service and administrative support.
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