Investment Executive Jobs
Investment Executive jobs are open across private equity, venture capital, asset management, and financial services, at every level from associate to managing director, with specializations in portfolio management, deal sourcing, and investor relations. Scan the live roles below and apply to whichever ones fit.
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Job Description:
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates’ physical, emotional, and financial wellness through affordable, competitive and flexible benefits.
We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve.
Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
Job Description:
This job is responsible for developing and managing employee relations strategies for one or more lines of business. Key responsibilities include directing and facilitating resolutions to the most complex employee relations matters in partnership with Human Resources leaders, control partners, and key stakeholders. Job expectations include setting the strategy for and leading initiatives, collaborating on enterprise initiatives and overseeing conduct governance routines to mitigate employment risks.
This individual would be responsible for all Conduct governance routines and related processes supporting Global Markets, Global Corporate and Investment Banking, Global Risk Management, International, Merrill, and Private Bank, including both strategy and execution for primary processes including:
Conduct Councils and related governance routines
Committee-level reporting and analysis
Regulatory reporting and related requests
Conduct training development and execution, in partnership with the Academy
Year-end conduct review process (performance restrictions, incentive impact, base pay restrictions, outlier rationale, etc.)
In addition, this role may work across the team as the lead on:
Thematic analysis of conduct data
Metric development and analysis
Risk and controls
Operational Excellence
Process Owner responsible for documentation of processes in POP
Primary liaison with Audit, Legal, Risk and Compliance on each of these processes
Role will focus on:
Setting strategic direction while balancing simplification and regulatory requirements
Partnering with Employee Relations executives, Compliance and other stakeholders to ensure a common enterprise approach with disciplinary outcomes for conduct incidents
Collaborating with HR executives and GOAT team and utilizing reporting tools (e.g., Tableau, Excel) to provide cyclical and ad hoc conduct reporting to address conduct areas of concern within the lines of business
Influencing at senior levels – across variety of constituents
Executing flawlessly within very tight timeframes
Packaging reporting materials and other documentation in a simple way to show what was done (whether that be internally to Audit/Risk or the Board, or externally to regulators)
Thinking innovatively to identify improvement opportunities, build consensus, and then update/enhance future processes
Connecting the dots, understanding the data (including the details and linkages), and telling the story
Adapting to changing environments and pivoting as necessary to manage complex work
Leading work that is featured with the most senior leaders of this company – and with the Board – while also engaging as needed within each LOB/CF
Responsibilities:
Oversees and facilitates decision making and stakeholder management related to Employee Relations cases with high degrees of risk and complexity
Collaborates with appropriate stakeholders, determining performance management guidelines for the individual lines of business
Defines a comprehensive strategy for delivery of Employee Relations services, leading an organization of subject matter experts to deliver on commitments
Influences strategic Human Resource decisions and outcomes, managing risk as a control partner in collaboration with key stakeholders and continually building trust as a subject matter expert
Identifies opportunities to evolve the Employee Relations function, leading the change necessary to drive efficiency and mitigate risks
Required Qualifications:
10+ years knowledge and experience working with HR, Risk Management, Global Banking, Global Markets and/or Merrill or Private Bank
Ideal candidate must have excellent oral & written communication skills; ability to articulate complex concepts to a non-specialist audience
Ability to assimilate complex data into a results-based story and effectively present the results; including the ability to develop concise, executive level presentations
Strong enterprise mindset with the ability to understand and apply nuance based on business need
Strong project management skills, including the ability to prioritize work and meet deadlines
Demonstrated analytical and research skills - ability to communicate and analyze multi-dimensional data, draw conclusions, and evaluate business gaps & risks
Attention to detail, adept in handling quantitative data and ability to identify end to end impacts
A team player who acts across functions, proactive and focused on continuous improvement
A problem solver with a “can do” attitude, consultative approach, and client service mentality
Acts with a sense of urgency and drives issues through completion with a positive attitude
Demonstrates a sense of commitment to work and willingly assumes responsibility for accomplishing objectives; is dependable, and conscientiously follows through on commitments
Highly organized with ability to drive many competing priorities and multiple tasks concurrently
Strong PC skills including Copilot, Microsoft Word, Excel, and Power Point
Skills:
Data analysis and summarization
Business Operations Management
Executive Presence
Policies, Procedures, and Guidelines Management
Relationship Building
Consulting and influence
Presentation Skills
Prioritization
Result Orientation
Regulatory Compliance
Strategic Thinking
Strategy Planning and Development
Internal employees who are currently working from home are still eligible to apply. However, if selected for the role, you may be required to work onsite in accordance with the workplace excellence policy
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
Shift:
1st shift (United States of America)Hours Per Week:
40Investment Executive Jobs by Experience Level
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Find Investment Executive JobsInvestment Executive Job Market
Who's Hiring
- Fifth Third Bank18

- JPMorganChase9

- Farmers National Bank3

- TD1

- CIBC1

Top Industries Hiring
- Banking & Financial Services
- Fintech
- Investment & Asset Management
What Employers Look For
The qualifications that appear most often in investment executive jobs.
- Five or more years of experience in private equity, investment banking, or asset management
- Demonstrated ability to source, evaluate, and execute investment transactions
- Advanced financial modeling skills including LBO, DCF, and comparable company analysis
- CFA designation or progress toward it is frequently preferred or required
- MBA from an accredited program is commonly listed for senior investment executive roles
- Strong proficiency with portfolio management platforms and data room software
Tips for Your Investment Executive Job Search
Quantify your deal and portfolio results
Investment executive resumes live or die on numbers. Replace vague claims with specific deal sizes, portfolio returns, and capital raised. Hiring committees compare candidates side by side, so concrete figures from your actual transactions give you a measurable edge over generic narratives.
Tailor your pitch to fund strategy
A growth equity firm and a distressed debt fund are looking for different instincts. Read each firm's thesis, recent investments, and stated sector focus before you apply. Mirroring their language and deal focus in your cover letter signals genuine alignment, not just interest in any investment role.
Apply early to roles that fit
Migrate Mate lists investment executive openings from across the United States in one place, so you can find roles that match and apply directly to each listing. Getting your application in early matters, since top-of-funnel screening at investment firms moves quickly.
Prepare a live deal memo for interviews
Many investment executive interviews include a timed case study or stock pitch. Practice building a one-page investment memo on a company in the firm's target sector before your first round. Firms want to see how you structure a thesis under pressure, not just whether you can value a business.
Network inside the capital stack, not just laterally
Introductions from portfolio company CEOs, limited partners, or placement agents carry more weight than peer referrals at most investment firms. Identify who sits above and below the firm in the capital structure and build relationships there. Those connections surface roles before they are ever posted publicly.
Negotiate carry and co-investment rights, not just base pay
At the investment executive level, carried interest and co-investment rights often represent the majority of your long-term upside. When an offer arrives, ask for the fund's standard carry schedule, vesting cliff, and co-invest policy before negotiating salary. These terms vary widely and are rarely disclosed upfront.
Investment Executive Jobs: Frequently Asked Questions
Which companies are hiring the most investment executives?
The companies hiring the most investment executives right now include Fifth Third Bank, JPMorganChase, and Farmers National Bank, with the largest share of openings in New York, Texas, and California, based on current listings on Migrate Mate as of November 2026. Demand is concentrated at private equity firms, family offices, and diversified asset managers actively deploying capital.
How many investment executive jobs are remote?
About 0% of investment executive openings are fully remote or hybrid as of November 2026, reflecting the relationship-driven nature of investment work. Investor relations and business development sub-roles tend to offer the most location flexibility, while deal execution and portfolio management positions most often require in-person presence at the firm.
How do you become an investment executive?
Most investment executives start in investment banking, management consulting, or equity research, then move into an associate role at a private equity or venture capital firm. From there, consistent deal execution, strong sourcing relationships, and demonstrated investment judgment build the case for promotion. An MBA or CFA accelerates advancement at many firms, but neither substitutes for a verifiable investment record.
How do you get hired as an investment executive with little experience?
Start by targeting smaller funds, family offices, or search funds that value hustle over pedigree. Build a sample investment memo analyzing a company in your target sector and share it during outreach. Roles in investor relations or fund operations are realistic entry points that give you internal exposure to deal teams without requiring a bulge-bracket background.
What does the investment executive interview process look like?
Most investment executive processes run three to five rounds. Early rounds cover your investment thesis, past deals, and sector knowledge. Middle rounds typically include a case study, a stock pitch, or a live modeling exercise. Final rounds involve meetings with senior partners who assess cultural fit and long-term conviction. The entire process can unfold over several weeks, with references checked before any offer is extended.
Where can I find and apply to investment executive jobs?
You can find and apply to investment executive jobs on Migrate Mate, which lists current openings from across the United States. Search the roles that match your background and apply directly to each listing that fits your experience level, sector focus, and preferred location.
See All 35 Investment Executive Jobs
Find roles that match your experience and apply in just a few clicks.
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