Investment specialist responsible for assisting with bringing the client's financial plan to life through investments and ensuring alignment with the client's goals and expectations.
Locations (2)
Tempe, Arizona, United States
St. Louis, Missouri, United States
Responsibilities
Partner with and support branch teams as a Home Office investment specialist to deliver high-quality Advice, Planning, Products, and Services (APPS)
Provide support across the client journey including tailored investment advice and strategies, portfolio analysis and construction, and implementation
Assist with branch team and client interactions to identify resources
Build and maintain an understanding of industry trends, competitors, and regulatory changes
The Director, Investor Relations & Finance will lead the Company’s investor relations activities while providing financial analysis and strategic support to senior management. This role will serve as a key liaison between the Company and the investment community, helping communicate the Company’s financial performance, business strategy, market position, and long-term value proposition.
Compensation
$195K - $225K/yr
Responsibilities
Develop and execute the Company’s investor relations strategy and communications.
Serve as a primary point of contact for investors, analysts, and other members of the financial community.
Support quarterly earnings activities, including preparation of earnings materials, management talking points, investor presentations, Q&A materials, and related communications.
Coordinate investor meetings, conferences, roadshows, and other investor engagement activities.
Monitor analyst research, investor feedback, trading activity, industry developments, and market perceptions of the Company.
Requirements
Bachelor’s degree in Finance, Accounting, Economics, Business, or a related field
Nice to have: GAAP knowledge
Nice to have: Non-GAAP financial measures knowledge
Associates are the analytical engine on every deal, owning key workstreams across origination and execution and serving as a primary point of contact for internal and external counterparties.
Compensation
The expected salary range for this position is $160,000 annually. The offered salary may vary based upon various factors including individual experience and skills.
Responsibilities
Build and own complex quantitative analyses across sell-side and buy-side mandates, including valuation models, forecast models, merger and buyout analyses
Lead the creation of pitchbooks, CIMs, and other high-impact transaction and marketing materials
Drive and manage critical process workstreams end-to-end
Serve as a primary point of contact for internal and external counterparties across your deal teams
Mentor Analysts and serve as a trusted technical and cultural resource on your team
Support the Managing Director - Asia Telecom & Internet Research by leading sector and stock coverage, deriving investment recommendations for global institutional investors.
Responsibilities
Support sector research analysts for preparation of market reports and presentation materials
Retrieve and analyse information from databases, external data (e.g. Bloomberg, Factset, CEIC, WIND, etc), industry sources and companies for the stocks under coverage within a given sector
Help track and analyse news relating to the sector
Responsible for client requests
Update models/ records for specific companies following company result announcements
Requirements
Master degree, preferably in business related or quantitative discipline
Nice to have: Experience in big four accountancy firms
Executive Assistant and Administrator for the Investor Relations department
Compensation
The salary range estimated for this position based in Massachusetts is $90,000.00–$115,000.00.
Responsibilities
Manage complex calendars, coordinate meetings, and track follow-up actions to support the Vice President of Investor Relations and the Senior Director of Investor Relations
Coordinate domestic and international travel arrangements and prepare expense reports
Prepare, edit, and format presentations, correspondence, and reports for executive leadership and external audiences
Plan and coordinate logistics for meetings, programs, events, and conferences
Provide general office administration and reception support as needed
Support deal teams on private capital raises and capital solutions for corporate and financial sponsor clients, including growth equity, common and preferred equity, structured minority investments and recapitalizations.
Compensation
Salary: USD $110,000.00/Yr. - USD $135,000.00/Yr. Actual salaries may vary, and may be based on several factors, including but not limited to each candidate’s qualifications, skills, and overall competencies for the position. The base salary is one component of Stifel’s overall compensation package for each individual employee. Other benefits and offerings include, but not limited to, discretionary bonuses, health / dental / vision / prescription insurance offerings, Stifel Total Health Connect, flexible spending accounts, tuition & certification assistance programs, paid time off, and much, much more!
Responsibilities
Support deal teams on all parts of private capital transaction execution, including financial analysis, investor outreach support and due diligence coordination.
Assist senior bankers in preparation for client engagement, including pitches, financing alternatives presentations and investor marketing materials.
Work closely with industry coverage, financial sponsor coverage, other capital markets teams and legal to coordinate client management, new business origination and deal execution.
Build financial models and valuation analyses, including capitalization tables, ownership and dilution analyses, investor returns and comparisons of financing alternatives.
Draft presentation materials and internal committee memorandums for private financings; research prospective investors and maintain investor targeting lists and transaction process trackers.
Manage day-to-day private capital transaction execution and develop client and private capital investor relationships.
Compensation
Salary: USD $175,000.00/Yr. - USD $225,000.00/Yr.
Responsibilities
Manage day-to-day private capital transaction execution and develop client and private capital investor relationships.
Work on multiple projects and transactions at any given time in a fast-paced environment.
Work closely with senior-level bankers, industry coverage and financial sponsor coverage teams across the firm to originate and execute private capital transactions.
Lead the deal process from origination materials and investor targeting through marketing, due diligence, negotiation and closing, with guidance from senior bankers.
Develop bespoke financing and execution materials, including investor presentations, financial models, capitalization tables, dilution analyses and investor return scenarios.
Seeking a self-motivated Treasury Manager with a learner mindset to join Treasury’s Capital Markets and Impact Investing team, supporting the management of Microsoft’s investment portfolio through external manager oversight, credit and counterparty research, global macroeconomic analysis, and collaboration across the investment team and broader Treasury organization.
Compensation
Treasury IC3 - The typical base pay range for this role across the U.S. is USD $77,800 - $153,700 per year. There is a different range applicable to specific work locations, within the San Francisco Bay area and New York City metropolitan area, and the base pay range for this role in those locations is USD $102,200 - $169,900 per year.
Responsibilities
Lead due diligence, selection, and ongoing oversight of external investment managers
Manage the global banking counterparty program and conduct fundamental credit research across corporate and sovereign issuers
Own macroeconomic and policy analysis for assigned countries
Partner across Capital Markets and Treasury on portfolio decisions, reporting, and operational priorities
Collaborate with Accounting, Tax, Legal, Operations, and Sourcing to ensure financing structures are executable, compliant, and operationally scalable
Requirements
Bachelor’s degree in finance, Accounting, or Business
Master’s Degree in Business Administration (MBA) or Science in Finance (MSF)
Nice to have: Chartered Financial Analyst (CFA)
Nice to have: Certified Treasury Professional (CTP)
Nice to have: Financial Risk Manager (FRM)
Quantitative Summer Associate
American Century Investments · Posted Nov 11, 2026
As a summer associate, you will become part of and contribute to our Multi-Asset Strategies team that seeks to deliver robust outcomes tailored to client needs.
Responsibilities
Conduct primary research on portfolio design and asset allocation
Maintain and support portfolio monitoring tools
Analyze portfolio performance and conduct attribution analysis
Review industry publications for emerging themes
Attend and participate in asset allocation investment meetings
Requirements
BS/BA degree in finance, accounting, economics, or science
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