Investments Associate

  • Location
    Washington, District Of Columbia
  • Category:
    Accounting & Finance - Finance
  • Job Type:
    Direct Hire
  • Job reference:

Parker + Lynch is searching for an Investments Associate based out of Washington, DC. This position does have the ability to be fully remote. Our client is seeking a candidate with excellent communication and analytical skills, as well as someone who is team oriented with an exceptional work ethic.


Responsibilities include:

  • Client outreach to answer questions related to investments and investment products
  • Work with internal teams to identify product and process improvements
  • Ensure client needs are met or exceeded
  • Education/Qualifications:

  • Bachelor's degree in Accounting, Finance, or a related field
  • Minimum of 1 year of experience in the financial services industry
  • Demonstrated experience with client relationship management in wealth management, banking, and investment management firms is highly preferred
  • Skills:

  • Strong communication and analytical abilities
  • Highly entrepreneurial and self-motivated
  • Market forecasting skills

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