Net Assets

Net Assets Finance Jobs

32 jobs found

Investment Analyst

Vaco by Highspring Raleigh, NC Hybrid

9d ago

$100k - $120k/yr Full time Python Analyst Cash Flow

Python Analyst Cash Flow

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Job Description

This Investment Analyst role, based in Raleigh, NC with hybrid remote options at Vaco by Highspring, centers on real assets in private markets. It combines underwriting modeling with applied AI and automation to build tools that enhance efficiency and accelerate investment decision making.

Responsibilities

Build and maintain underwriting models, including IRR and MOIC analysis, cash flow projections, and scenario and sensitivity analysis
Support investment committee preparation by organizing data, drafting exhibits, and formatting underwriting packages
Conduct market and comparable transaction research to support investment decisions
Maintain portfolio performance models each reporting cycle and ensure accuracy of key metrics and asset-level data
Assist with due diligence workstreams and summarize findings for senior leadership
Identify recurring manual workflows and design automation solutions that reduce cycle time and improve reliability
Build and maintain automated templates for reporting, portfolio summaries, and dashboards
Use AI tools as a daily driver (not experimentation) for analysis, drafting, synthesis, and process acceleration, with sound judgment and human review
Develop lightweight data pipelines and scripts (Python preferred) to clean, transform, and reconcile data for modeling and reporting
Leverage low-code automation tools (Zapier, Make, Notion automations, or similar) where appropriate to connect systems and eliminate repetitive tasks
Document tools and workflows, maintain version control, and ensure solutions are transferable across the team
Pull, clean, and validate operational and financial data from internal systems each cycle
Maintain performance trackers, portfolio summaries, and valuation schedules
Flag anomalies early and escalate before data reaches leadership or external outputs
Support asset-level monitoring by tracking key operating metrics and performance drivers
Monitor market conditions and transaction activity and summarize findings for the investments team
Build and maintain a comparable transactions database for underwriting benchmarking
Conduct targeted research on geographies, operators, and asset characteristics as requested

Requirements

Undergraduate degree required; finance, economics, data science, computer science, or other quantitative backgrounds are preferred
1 to 7 years of experience; investment banking, private equity, real assets, or highly analytical roles are strongly preferred
Demonstrated financial modeling proficiency: DCF, IRR and MOIC, scenario analysis, sensitivity tables, and clean model hygiene
Strong applied AI capability, using tools like Claude, ChatGPT, or similar as a working tool to improve speed and quality
Python or scripting ability sufficient to automate reporting workflows and build repeatable data processes
Advanced Excel skills, including structured modeling, pivot tables, and strong file organization
Strong communication skills and ability to translate analysis into clear takeaways
High attention to detail, strong ownership mindset, and ability to work independently
Comfortable with fast feedback loops, high expectations, and prioritizing what matters most

Technologies

Python
Claude
ChatGPT
Zapier
Make
Notion automations
Excel
Power BI
NetSuite

Benefits

Discretionary bonuses
Medical, dental, and vision benefits
401(k) retirement plan

Nice to Have

Experience with planning and reporting tools or dashboards (Power BI or similar)
Familiarity with accounting or ERP data and extracting data for analysis (NetSuite or similar)
Interest in real assets, agriculture, commodities, or operationally complex investment strategies
Exposure to low-code automation tools and basic API concepts

Software and Tools

Excel and Power BI
ERP and finance systems such as NetSuite and similar tools
AI tools such as Claude, ChatGPT, or equivalent
Optional: Python and low-code automation tools

Pay Transparency Notice

the individual’s skill sets, experience and training;
licensure and certification requirements;
office location and other geographic considerations;
other business and organizational needs.

Privacy Notice

California residents may access Vaco by Highspring HR Notice at Collection for California Applicants and Employees here.

Virginia residents may access our state specific policies here.

Residents of all other states may access our policies here.

Canadian residents may access our policies in English here and in French here.

Residents of countries governed by GDPR may access our policies here.

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Financial Advisor

Cambridge Financial Network Denver, CO

10d ago

$50k - $200k/yr Full time Advisor Client Relations Client Service

Advisor Client Relations Client Service

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Job Description

What we offer

Join Cambridge Financial Network as a Financial Advisor in Denver and grow your practice within a structured, commission-driven environment. You will receive comprehensive support, ongoing training, and a full suite of resources to develop client relationships, tailor financial solutions, and navigate the industry. This onsite role provides a clear path for professional growth, with compensation ranging from USD 50,000 to 200,000 per year.

Responsibilities

Conduct client consultations to understand goals, needs, and risk tolerance.
Create personalized financial plans designed to meet both short-term and long-term objectives.
Offer guidance on investments, including stocks, bonds, mutual funds, and retirement accounts.
Suggest tax efficient strategies that minimize liabilities while staying compliant with current tax laws.
Recommend appropriate insurance coverage to protect assets and manage risk.
Maintain strong client relationships through regular communication and timely updates.
Identify and engage potential clients to grow the practice, forming the front end of the sales process.

Requirements

Ability to design and implement customized financial plans tailored to individual client needs.
Proven track record of building and sustaining relationships through clear communication and trust.
Expertise in providing investment guidance across stocks, bonds, mutual funds, and retirement planning.
Capability to advise on tax optimization while ensuring compliance with current laws.
Experience recommending suitable insurance policies to protect client assets and manage risk.
Strong prospecting skills to identify and engage potential clients and expand your network.

Compensation

Salary: USD 50,000 - 200,000 per year.

About Cambridge Financial Network

Our mission is to Do Good in our communities and for the families we serve. For more than 175 years, we have remained committed to keeping our promises and helping families achieve financial stability through life’s changes. Our products are designed to help individuals plan for the future with confidence. You’ll gain access to comprehensive support, training, and resources to establish and grow your practice, including tools to build client relationships, navigate the industry, and deliver tailored financial solutions. We seek motivated professionals who want a stable career in financial services with clear opportunities for professional growth.

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Financial Sales Representative - Career Changer (Training Provided)

Northwestern Mutual Andover, MA

10d ago

$60k - $110k/yr Full time Advisor Business Development Career

Advisor Business Development Career

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Job Description

Northwestern Mutual is recruiting a career-changer for a Financial Sales Representative role serving clients across Northern New England. This full-time position blends client acquisition with delivering personalized financial planning, backed by industry-leading training and mentorship. The role operates onsite in Andover, Massachusetts, and provides a defined path from foundational training to building a growing advisory practice.

Responsibilities

Build a client base by expanding relationships within your network and gaining knowledge of Northwestern Mutual financial products and current market trends.
Educate yourself beyond initial training through sponsored licensing and ongoing development. Leverage assistive software, reporting tools, and illustrations to inform clients about potential plans.
Influence clients by presenting opportunities to protect and prosper, guiding them to action through expert recommendations.
Own the development and management of the business as you refine your craft and consider building a team. Regularly review and maintain client financial plans to provide optimal guidance.

Requirements

4-year degree, or equivalent professional work experience
Entrepreneurial ambitions
History of success in sales, athletics, military, client services, or client-facing roles
Excellent time-management skills
Desire for continuous learning
Legal authorization to work in the US without sponsorship

Benefits

Commission structure to support early development
Renewable income
Bonus programs and expense allowances
Support for insurance licensing, SIE, Series 6, Series 63, CFP, and more
Retirement Package and Pension Plan
Medical, Dental, Vision, Life Insurance and Disability Income Insurance
Family Planning
401(k)
Dental insurance
Flexible schedule
Health insurance
Tuition reimbursement
Vision insurance

Job Type

Full-time

Pay

USD 60,000 - 110,000 per year

Work Location

Hybrid remote in Andover, MA 01810

Why Join Northwestern Mutual

#90, Fortune 100 company (2021)
Forbes' Best Employers for Diversity (2018-2020)
Top 10 US Independent Broker-Dealers
#1 Amongst Life Insurers Most Admired Companies for Financial Soundness
Best Place to Work for LGBTQ+ Equality — Human Rights Campaign Corporate Equality Index (2015-2021)
$224 billion in retail investment client assets held or managed

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Financial Representative - Career Changers

Northwestern Mutual Fishers, IN

11d ago

$75k - $150k/yr Full time Advisor Business Development Career

Advisor Business Development Career

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Job Description

Entry-level financial representative opportunity in Fishers, Indiana, onsite with Northwestern Mutual, offering licensing support and a clear path to building a wealth-management practice.

Responsibilities

Expand your client base through networking, referrals, and relationship-building
Develop tailored financial plans aligned with each client’s goals and circumstances
Deliver comprehensive planning services across investments and wealth management, retirement planning, asset and income protection, insurance planning, education funding strategies, trusts and estate planning, and business succession
Monitor and adjust client strategies as life events occur
Foster long-term, trusted relationships across all life stages

Requirements

Associate degree required
Entrepreneurial mindset
Strong relationship-building skills
Experience in sales, account management, or client-facing roles
Excellent communication abilities
Strong work ethic and motivation
Competitive drive
Coachability and desire for growth
Ability to manage time and priorities independently

Benefits

401(k)
401(k) matching
Dental insurance
Flexible schedule
Flexible spending account
Health insurance
Health savings account
Life insurance
Professional development assistance
Referral program
Retirement plan
Tuition reimbursement
Vision insurance

Job Details

Location: Fishers, IN (onsite)
Job type: Full-time
Salary: $75,000.00 - $150,000.00 per year
Education requirement: Associate degree required

About Northwestern Mutual

Company assets exceed $290B
Assets under management surpass $161B
Serving more than 4.6 million clients
Maintains 96% client retention
Largest direct provider of life insurance in the United States
Named among Fortune's World’s Most Admired Companies

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Financial Advisor - Career changers encouraged to apply!

Northwestern Mutual Alexandria, VA

11d ago

$70k - $200k/yr Full time Advisor Apply! Business Development

Advisor Apply! Business Development

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Job Description

In Alexandria, this onsite Financial Advisor role with Northwestern Mutual invites you to build a client-focused financial practice through comprehensive training and mentorship across sales, finance, leadership, and entrepreneurship. You’ll join an environment that supports an entrepreneurial path, providing the autonomy to shape your career while leveraging a strong network and resources to guide your growth.

Responsibilities

Make a tangible difference in your community by leading entrepreneurial initiatives, sales efforts, and leadership activities.
Tap into a comprehensive Training and Development program that cultivates your growth as a business owner, with a clear path toward leadership.
Present clients with opportunities to protect and prosper, guiding action through honest guidance and thoughtful recommendations.
Enjoy autonomy to design your career path and pursue a work‑life balance that fits your goals.
Join a collaborative network of peers dedicated to pushing boundaries and achieving their best each day.
Receive personalized coaching and resources to excel in entrepreneurship, finance, sales, and management within the industry.
Build and nurture meaningful community connections to foster robust referral networks and grow your practice.
Develop long-term client relationships by delivering tailored financial strategies and holistic planning, while owning your business.
Continue elevating your skills through ongoing professional development and collaborative experiences to sustain success as a business owner.

Requirements

Reliability, integrity, and a commitment to ethical practices.
Exceptional communication skills and the ability to build strong professional relationships.
Self-driven, goal-oriented mindset with a passion for ongoing growth as a business owner and leader.
Willingness to learn, adapt, and thrive in a dynamic environment.
4-year degree or equivalent professional work experience.
Entrepreneurial ambitions and a track record of building meaningful relationships.
Interpersonal skills suited to client-facing roles and strong time management.
Desire for continuous learning.
Legal authorization to work in the US without sponsorship.

Benefits

401(k)
401(k) matching
Dental insurance
Flexible schedule
Health insurance
Health savings account
Life insurance
Paid time off
Parental leave
Retirement plan
Vision insurance

Compensation and Benefits

Compensation and commission structure to support early development
Renewable income
Bonus programs and expense allowances
Support for insurance licensing, SIE, Series 6, Series 63, Series 7, CFP and more
Retirement Package and Pension Plan
Medical, Dental, Vision, Life Insurance and Disability Income Insurance
Family Financial Planning

About Us

For more than 165 years, Northwestern Mutual has helped clients navigate their financial futures through comprehensive and innovative planning. The firm blends the expertise of its financial professionals with a personalized digital experience and leading products to support clients in achieving their goals. Our approach combines insurance, investments, and annuities to reinforce progress, backed by strong financial strength and access to top-tier products and services. Financial Representatives are valued partners and owners who contribute to a diverse, inclusive environment where different viewpoints drive success.

Why Join Northwestern Mutual

Fortune 100 company (2021)
Forbes Best Employers for Diversity (2018-2020)
Top 10 US Independent Broker-Dealers
#1 Among Life Insurers Most Admired Companies for Financial Soundness
Best Place to Work for LGBTQ+ Equality by the Human Rights Campaign Corporate Equality Index (2015-2021)
Approximately $224 billion in retail investment client assets held or managed

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Private Client Relationship Manager

Citizens Broadview Heights, OH

13d ago

Full time Manager Advisor Banking

Manager Advisor Banking

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Job Description

The Private Client Relationship Manager role is based onsite in Broadview Heights, OH and focuses on delivering tailored financial planning and high touch relationship management for affluent clients.

Responsibilities

Identify and welcome new affluent and high net worth clients into the book of business via outbound outreach and in branch or partner referrals.
Grow net deposits, investments, and lending balances by conducting discovery and financial planning conversations, understanding client goals, and presenting personalized strategies aligned with objectives.
Deepen and retain relationships through proactive outbound engagements driven by life events, financial triggers, and other insights.
Provide exceptional, high touch client experiences.
Collaborate with Wealth Advisors and Certified Financial Planners to help clients achieve their financial goals.
Coordinate with colleagues across Retail, Business Banking, Mortgage and Wealth to deliver a seamless Citizens experience.
Leverage Salesforce CRM to track activity and progress.

Requirements

Bachelor’s degree preferred.
3 to 5 years of banking, wealth management, or equivalent experience.
Experience working with affluent and high net worth clients.
SIE license.
Series 6 or Series 7 license.
Series 63 or Series 66 license.
Life, Health, and Accident Insurance licenses can be obtained within a specified timeline after hire.
Proven success in a client-centric, proactive sales environment.
Experience building and maintaining relationships with clients and internal partners.
Knowledge of industry regulatory requirements to ensure a compliant control environment.
Excellent written and verbal communication skills.

Technologies

Salesforce CRM

Measures of Success

Growth in net new investment assets in collaboration with Wealth Partners.
Increase in new deposits including checking, savings, and CD balances.
Expansion of lending activity and balances through mortgages, home equity lines, and securities-based lending.
Positive results from client satisfaction surveys.

Compensation

Salary plus opportunity to earn incentive compensation.
Compensation commensurate with experience.

Hours & Schedule

Hours per week: 40.
Work schedule: Monday through Friday, potential Saturday hours.

Background Check

Offer of employment is contingent on successful background checks, which may include initial credit, motor vehicle records, public records, prior employment verification, and criminal history review. Results are assessed according to regulatory requirements and the specifics of the role.

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Financial Representative - Entry Level

Northwestern Mutual - Lawhon Network Miami, FL

14d ago

$67k - $89k/yr Full time Advisor Business Development Client Relations

Advisor Business Development Client Relations

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Job Description

This entry-level Financial Representative role at Northwestern Mutual Lawhon Network is onsite in Miami, FL, with a salary range of USD 67,000 to 89,000 per year, and a bachelor’s degree is preferred.

Responsibilities

Conduct client consultations to understand financial goals, aspirations, and concerns.
Develop comprehensive financial plans covering investments, insurance, and retirement strategies.
Recommend and implement insurance solutions to protect clients' assets and income.
Provide ongoing plan monitoring and regular updates, adapting strategies as life circumstances change.
Grow and maintain a client network through referrals, community involvement, and professional associations.

Requirements

Education: Bachelor’s degree strongly preferred.
Experience: Prior work in financial services, insurance, or business development is a plus but not required.
Skills: Excellent interpersonal and communication abilities, analytical thinking, and the capacity to build trust with clients.
Licenses: Obtain necessary licenses including Series 6, Series 63, and state insurance licenses; training and sponsorship are available.