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3 Days AgoSaved
In-Office
Chicago, IL, USA
125K-140K Annually
Senior level
125K-140K Annually
Senior level
Fintech • Financial Services
The Senior Marketing Associate at Duff & Phelps develops client-facing materials, supports marketing campaigns, and collaborates across teams to communicate investment strategies effectively.
Top Skills: CRMDigital CommunicationsMarketing Analytics
4 Days AgoSaved
In-Office
Chicago, IL, USA
135K-150K Annually
Mid level
135K-150K Annually
Mid level
Fintech • Financial Services
The Credit Analyst conducts in-depth research on investment grade issuers, collaborates with investment teams, and supports portfolio analytics and risk assessment to align credit exposures with portfolio objectives.
Top Skills: Financial AnalysisInvestment Management
Reposted 4 Days AgoSaved
Remote
USA
175K-175K Annually
Senior level
175K-175K Annually
Senior level
Fintech • Financial Services
The Managing Director will manage national intermediary platform relationships, driving asset growth and strategic partnerships, while liaising with internal teams and ensuring product positioning.
Top Skills: EtfsInvestment StrategiesMutual Funds
Reposted 4 Days AgoSaved
In-Office
3 Locations
60K-76K Annually
Mid level
60K-76K Annually
Mid level
Fintech • Financial Services
The Regional Sales Consultant engages financial advisors, identifies sales opportunities, collaborates internally, and manages CRM documentation while supporting external sales efforts.
Top Skills: CRMMorningstarMs OutlookPower BISalespage
Reposted 4 Days AgoSaved
In-Office
Chicago, IL, USA
214K-245K Annually
Senior level
214K-245K Annually
Senior level
Fintech • Financial Services
The Client Portfolio Manager at Duff & Phelps manages client relationships, translates investment strategies, and collaborates with portfolio management teams, requiring deep investment knowledge and experience with institutional clients.
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Reposted 6 Days AgoSaved
In-Office
Los Angeles, CA, USA
140K-175K Annually
Mid level
140K-175K Annually
Mid level
Fintech • Financial Services
Conduct deep fundamental research on U.S. small- and mid-cap companies, generate investment ideas, analyze financial statements and valuation, prepare research reports and memos, present findings to portfolio managers, engage with company contacts and industry experts, and support portfolio monitoring and special projects.
Reposted 6 Days AgoSaved
Remote
USA
50K-150K Annually
Senior level
50K-150K Annually
Senior level
Fintech • Financial Services
The Lead Advisor will develop and manage client relationships, provide financial and investment advisory, and enhance client experiences in wealth management.
Top Skills: Emoney Financial Planning PlatformMicrosoft Operating PlatformSalesforce CRM
Reposted 6 Days AgoSaved
In-Office
Los Angeles, CA, USA
50K-120K Annually
Mid level
50K-120K Annually
Mid level
Fintech • Financial Services
The Investment Performance Analyst maintains GIPS Composites, produces reports, responds to data requests, and assists in cross-functional projects.
Top Skills: BloombergExcelFactset Portfolio AnalysisGipsMS Office
Reposted 6 Days AgoSaved
Remote
USA
50K-150K Annually
Senior level
50K-150K Annually
Senior level
Fintech • Financial Services
The Lead Advisor will collaborate with the Managing Director to manage client relationships and provide personalized financial planning, investment advisory, and wealth management to high-net-worth clients.
Top Skills: Emoney Financial Planning PlatformMicrosoft Operating PlatformSalesforce CRM
Reposted 6 Days AgoSaved
In-Office
Los Angeles, CA, USA
50K-130K Annually
Senior level
50K-130K Annually
Senior level
Fintech • Financial Services
The Senior Digital Marketing Specialist leads digital marketing strategies, optimizing campaigns and content while ensuring compliance and enhancing client engagement for a financial services firm.
Top Skills: CRMGoogle AnalyticsMarketing Automation PlatformsSalesforce CRMSalesforce Marketing CloudSeoWebsite Performance
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