Investment management jobs in Aurora, Colorado - Page 6Create job alerts

Job Description One of Fortune’s Best Places to Work and top 50 AmLaw firm, is seeking a Private Investment Funds Associate Attorney to join its Investment Management group. Experience in the structuring and formation of private equity funds or venture capital funds and negotiation with limited partners is required. Additional experience with structuring general partner and management companies as well as experience with real estate funds and/or hedge funds is also helpful. In addition, experience with the Investment Company Act of 1940 and the Investment Advisers Act of 1940 and related issues, representing institutional investors in their investments into private investment funds and various other corporate and partnership matters is ideal. Candidates should have solid academic credentials and at least 4 years of experience.

Job Description Bank Controller - Duties/Responsibilities Oversee the overall accounting function typical of a small community bank, including control systems, transaction-processing operations, and accounting policies and procedures, other. As a member of the Asset Liability Committee and the Operations, Compliance and IT Committee, the Controller will interact across the organization. Preparation of monthly, quarterly and annual financial statements, including corporate annual reports, Call Reports, budget variance reports, and ALCO Committee Reports. Maintain the GL chart of accounts. Reviews income and expense general ledger entries for appropriateness, assures all monthly entries have been made prior to month end close. Maintain adequate internal controls over accounting transactions Preparation, process and maintenance of Payroll and Insurance programs for employees, maintain updated ADP system, monthly salary and PTO accruals Work closely with the executive team in the preparation of the annual budget, audits. Assist in the gathering of information for external and internal auditors, and regulators for bank examinations Liquidity Monitoring and Reporting, daily Cash Management, liquidity forecast reporting and ALCO committee meeting and report preparation. Ensuring sufficient liquidity and lines of credit to meet forecasted needs. Other financial analysis as needed Asset Liability Management overseeing Investment securities entries, deposit trends and capital account. The ALM system is Vantage Daily & monthly reconciliation & tracking of General Ledger accounts, internal bank checking accounts, balance sheet accounts reconciliation., Manages fixed assets depreciation, prepaid and accrued expenses, maintaining fixed assets accounting system. Follows up on any outstanding suspense items older than 90 days, proper documentation and filing. Accounts Payable, USE taxes, IRS reporting, vendor management.

Job Description The Atlas Portfolio is seeking an A+ Player sales representative to identify and close deals effectively in our target market, create win-win solutions for clients, and consistently outpace our sales goals to earn industry-leading commission. The ideal candidate can prioritize company goals and clients, is comfortable with hard work, and is revenue-motivated. We are a highly technical team looking for hard-working acquisition leads to expand our position in the Colorado real estate investment market. Compensation: $70,000 - $150,000 base + commission Responsibilities: • Be the industry leader in Real Estate acquisitions — stay ahead of the curve on market trends and recognize attractive deals and opportunities, • Recognize motivation and assemble offers that speak directly to clients' needs — present solutions that are too good to say no to, • Qualify prospective customers quickly by fact-finding to identify decision-makers, pain points, competition, budget, timeline, and other potential obstacles, • Surpass goals for monthly revenue expectations and lead or sales-generating activities, • Show our solution to prospects with sales presentations, negotiate deals, and obtain sales contract signatures, • Leverage social prospecting and multiple communication channels to find, meet with, and follow up with potential customers and deal opportunitiesQualifications:, • Excellent people skills, • Excellent sales and negotiation skills, • Excellent problem solving skills, • Strong written and verbal communication skills, • Excellent organizational and time-management abilities, • Calm under pressure, • Computer skills, • 1–3 years of industry and sales experience, • Real estate experience is a plus About Company The Atlas Portfolio is the fastest-growing real estate investment firm in Colorado and is expanding rapidly in Denver and Colorado Springs. We specialize in buying off-market properties while creating value for clients and improving the local community. We strive to help every single client that we come into contact with be creative problem solvers and march forward persistently and consistently. We believe that getting 1% better every day means enjoying the small wins that compound into big milestones. Our team is growth-oriented, happy to lend a hand, enjoys challenges, and shares a high level of respect for one another. We are looking for our next team member to continue building the top real estate investment firm in the Rocky Mountains!

Job Description Investment Operations Specialist Ameriprise Financial in Denver, CO Are you looking to take the next step in your financial services career? An Ameriprise Financial practice in Denver, CO is seeking a driven and detail-oriented Investment Operations Specialist to join our team. In this role, you will support the practice through high-level operational work, investment-related responsibilities, and streamlined processes that help our advisors deliver exceptional service. We are looking for someone with strong analytical skills, a commitment to accuracy, and a passion for supporting both client service and investment operations. If you have 2–5 years of industry experience, a bachelor’s degree, and the drive to grow professionally, we’d love to speak with you. Key Responsibilities • Meeting Preparation: Prepare client meeting materials, with a focus on asset management, rebalancing, and money movement , and ensure advisors have all necessary information ahead of client meetings., • Investment & Trading Support: Process trades and money movement requests, assist with the quarterly investment- review process, provide updates on alternative positions, and maintain documentation with precision and compliance awareness., • Operational Coordination: Maintain organized workflows, handle follow-up items, and support day-to-day operational needs of the practice., • Documentation Management: Prepare, update, and track essential client and firm documents to support efficient operations., • Analytical Support: Assist with data analysis, asset management reporting, and create investment proposals while identifying process improvements that enhance practice efficiency., • Organizational Leadership: Help uphold structure across systems, processes, and operational workflows. Qualifications • Education: Bachelor’s degree required., • Experience: 2–5 years of experience in financial services., • Licensing: Series 7 and Series 66 required; Life & Health preferred., • Licensing Flexibility: Not open to unlicensed candidates at this time. – Proactive mindset and ability to manage complete workflows across a team– Clear written and verbal communication skills – Proficiency with office and industry software Compensation & Benefits • Compensation: $70,000 annual salary (exempt)., • Bonus Potential: Opportunities for performance-based bonuses. Schedule & Work Environment • Location: In-office role with hybrid flexibility on non-client days., • Hours: Monday–Friday, 8:00 AM–5:00 PM. Equal Opportunity Employer We are an equal opportunity employer and welcome applicants from all backgrounds.

Job Description About Dialpad Dialpad is the leading Ai-powered customer communications platform, transforming how businesses communicate with their customers. More than 50,000 companies around the globe — including Netflix, RE/MAX, Uber, Randstad, and Tractor Supply — rely on Dialpad to build stronger customer connections using real-time, Ai-driven insights. Visit dialpad.com to learn more. Being a Dialer At Dialpad, you'll be part of a collaborative team working toward our shared mission of making our customers and their employees wildly successful. We believe that every conversation matters, and we're elevating each one with a platform that drives real-time insights and automation for our customers. We thrive on continuous evolution, where every employee leverages industry-leading Ai to constantly refine our platform and our own skills. We seek individuals who not only meet our high standards but go beyond them. Our ambition is significant, and achieving it requires a team that operates at the highest level. We look for individuals who are not just ambitious but who also possess the traits that are fundamental to our success: Scrappy, Curious, Optimistic, Persistent, and Empathetic. Your Role As a Customer Success Manager, Enterprise Accounts, you'll play an essential role in assisting our customers through their entire Dialpad journey - from start to finish. You'll work closely with Sales, Support, and Product, to ensure our customers acquire measurable value from their investment in Dialpad products, leading to success, retention, and renewal. This position reports to our Sr. Manager of Customer Success, Enterprise Accounts, and has the opportunity to be based in either our Austin, TX or Denver, CO Office. What you'll do • Lead all post-sales activities for Dialpad's customers through strong relationship-building, product knowledge, planning, and execution., • Establish and oversee the customer's adoption, training, and development of best practices to continually drive incremental value and return on the customer's investment., • Conduct Business Reviews and status calls with the intention of creating alignment of common goals, identifying growth or risk opportunities, and communicating performance metrics and insights., • Maintain a deep understanding of our solutions and speak with customers about the most meaningful features/functionality for their specific business needs., • 8+ years of relevant experience working at a SaaS company., • Experience working with and general knowledge of Telecommunications and Contact Center space (UcaaS/CcaaS)., • Experience and comfort interacting with and influencing C-level executives., • Referenceable experience in working with large Enterprise customers., • Strong presentation, meeting facilitation, and written communication skills., • Excellent time management and organizational skills with the ability to track numerous details and prioritize appropriately., • Desire to work in a dynamic startup where your input is desired to help craft our offerings and how we interact with clients., • Ability to work cross departmentally., • Must have the ability to lead, manage or influence both internal and customer resources to achieve positive outcomes., • Strong analytical and problem-solving skills with the ability to develop quick, accurate situational awareness., • Willingness to travel to customer locations. For exceptional talent based in Denver, CO the target base salary range for this position is posted below. Our salary ranges are determined by role, level, and location. The range displayed on each job posting reflects the target range for new hire salaries for the position. Within the range, individual pay is determined by work location and additional factors, including job-related skills, experience, and relevant education or training. Your recruiter can share more about the specific salary range for your preferred location during the hiring process. Please note that the compensation details listed in US role postings reflect the base salary only, and do not include bonus, equity, or benefits. Colorado Salary Range$93,480—$115,293 USD We believe in investing in our people. Dialpad offers competitive benefits and perks, alongside a robust training program that helps you reach your full potential. We have designed our offices to be inclusive, offering a vibrant environment to cultivate collaboration and connection. Our exceptional culture, recognized repeatedly as a certified Great Place to Work, ensures every employee feels valued and empowered to contribute to our collective success. Don't meet every single requirement? If you're excited about this role and you possess the fundamental traits, the drive, and strong ambition we seek, but your experience doesn't satisfy every qualification, we encourage you to apply. Dialpad is an equal-opportunity employer. We are dedicated to creating a community of inclusion and an environment free from discrimination or harassment.

Job Description General Summary: We are seeking a compassionate and dedicated Registered Nurse (RN) to join our interdisciplinary team in a school-like setting serving students with Autism Spectrum Disorder (ASD) and other developmental needs. The RN will play a key role in supporting student health, safety, and well-being through direct care, medical oversight, and collaboration with staff and families. Work Environment: • School-like environment with students requiring varying levels of medical and behavioral support., • Frequent collaboration with educators, therapists, medical professionals, and family members., • Current Registered Nurse (RN) license in Colorado., • Current CPR certification (BLS for Healthcare Providers preferred)., • Experience working with children, especially those with Autism Spectrum Disorder or developmental disabilities, is highly preferred., • Familiarity with G-tube care, seizure protocols, QMAP, and life-threatening allergy response., • Knowledge of healthcare regulatory compliance, workers’ compensation procedures, and medication management best practices., • Strong documentation and organizational skills., • Excellent communication and collaboration skills., • Ability to remain calm and respond effectively in emergencies., • Maintaining confidentiality of clients and their families., • Ability to meet deadlines and independently manage tasks., • Knowledge and experience with assistive technology., • Experience working with individuals on the Autism Spectrum., • Experience training and supervising QMAP staff., • Experience training Standard Precautions. Daily: • Deliver nursing care to students with diverse medical needs in a specialized educational environment., • Maintain accurate and timely client medical records, ensuring compliance with HIPAA, school policy, and state health regulations., • Perform daily body checks, monitor for signs of illness or injury, and respond appropriately., • Oversee and support QMAP staff in performing daily body checks, ensuring proper documentation and timely communication of concerns., • Administer medications and medical treatments per physician orders and QMAP (Qualified Medication Administration Personnel) standards., • Provide care for students with G-tubes, seizure disorders, life-threatening allergies, and other complex medical conditions., • Follow and implement individualized Seizure Action Plans, Allergy Emergency Plans, and related health protocols., • Deliver prompt emergency care, including performing CPR and first aid., • Communicate effectively with interdisciplinary team members to support student success and safety., • Ensure adherence to standard precautions, infection control, and universal safety protocols., • Collaborate regularly with schools, medical providers, and families to coordinate care and share critical health information., • Participate in workers’ compensation procedures, including evaluating and documenting staff injuries, completing required reports, and communicating with administrative personnel., • Conduct routine checks of medication cabinets, refrigerators (for temperature logs), and emergency medical supplies to ensure readiness and compliance., • Participate in IEP meetings and care planning when necessary to support student health goals., • Maintain up-to-date documentation and contribute to keeping the organization in full compliance with local, state, and federal health regulations., • Provide training and guidance to staff on medical procedures, emergency response, and health protocols., • Dedication to and investment in client health., • Empathy and compassion for all, • Respect for individual differences, • Collaboration across differences, • Cultural humility and learning, • Calm presence in high-stress moments, • Accountability and allyship, • Clear culturally sensitive communication, • Eligible for $1000 CEU funds in their first year of employment (*Please note CE Funds are to be paid back if the employee leaves the company within a year of use)., • Annual Trauma Informed Care and Cultural Sensitivity, • Annual Sexual Harassment Training, • FEMA, HIPAA and MANE Training., • Able to do the following for extended periods of time:, • Sit, • kneel on floor, • Stand, • Walk, • Run, • Able to physically manage teenagers/young adults, provide physical guidance, physical prompts, and bending., • Able to do frequent bending to accommodate and assist clients., • Pre-Employment Background Check

Job Description Title Wealth Advisor Location Chicago/ Denver/ Michigan/ Minnesota/ Oakbrook Terrace/ Raleigh/ Washington D.C./ Milwaukee/ Lake Forest / Jackson Hole Strong preference of working 3 days in the office Compensation Salary + Target Bonus - $115,000 to $325,000+ About Us Curi Capital, founded in 2005, is a rapidly growing national registered investment advisory firm (RIA) based in Chicago with $14 billion in assets under management. We are committed to building meaningful relationships and making a difference in our clients’ financial wellness. Our mission is focused on enriching the lives of our teammates, clients, partners, and the communities in which we live and work. Curi Capital is perennially ranked among Barron’s Top 100 Independent Registered Investment Advisors globally. Our values—Accountability, Curiosity, Teamwork, Inclusion, and Service Commitment—are at the core of our culture. The Role We’re looking for a passionate, self-driven individual to join our Client Advisory Team as a Wealth Management Advisor. In this role, you will offer comprehensive wealth planning advice to established clients while growing new client relationships through community involvement, referrals and business development initiatives. Curi Capital is an established Registered Investment Advisor (RIA) where individuals that are team-oriented, relationship-driven, and naturally curious will thrive. As a Wealth Advisor at Curi Capital, each solution you help implement makes a lasting impact to help secure the financial future of your clients, their families or their business. Key Responsibilities: • Offer comprehensive wealth planning and provide advice on all aspects of a family’s financial well-being, which include:, • Financial planning and budgeting, • Holistic balance sheet advisement (including cash and debt), • Asset allocation and investments, • Estate and tax planning, • Insurance analysis and review, • Charitable Strategy, • Responsible for growing business through business development and referral generation from clients, • Demonstrate a strong knowledge of capital markets and the importance of asset allocation to advise clients, • Demonstrate a genuine involvement in the local community, • Work with other team members to develop and strategize best practices for fostering and maintaining strong client relationships Key Skills: • Team-oriented, relationship-driven advisor, • High integrity, honest, respectful individual, • Curious and coachable disposition, • Passionate about serving clients, • Strong ability to foster relationships both externally and internally, • Demonstrated strong work ethic, • Good communicator with superior written and oral communication skills, • High attention to detail and well organized, • Strong critical thinking skills to assess clients’ financial position and needs or requirements to attain clients’ goals and objectives., • High standards of professionalism while working with clients and team members Key Qualifications: • Certified Financial Planner (CFP) designation - required, • Five years of relevant experience managing all facets of wealth management - required, • Bachelor’s degree - required, • Experience serving physicians is preferred but not required, • Demonstrate strong, established client relationships, • Experience with financial planning software (MoneyGuide or eMoney) Benefits: Curi offers comprehensive health benefits, including medical, dental, vision, and life insurance. Additional benefits for eligible team members include education assistance, a 401(k) with employer match, short-term and long-term disability, flexible time off, 10 paid holidays, and summer hours.