Summer Analyst jobs at AQR Capital Management - 86 jobs
Integrated Research - Analyst/Associate
AQR 4.7
Summer analyst job at AQR Capital Management
Capital Management
AQR is a global investment firm built at the intersection of financial theory and practical application. We strive to deliver concrete, long-term results by looking past market noise to identify and isolate the factors that matter most, and by developing ideas that stand up to rigorous testing. By putting theory into practice, we have become a leader in alternative strategies and an innovator in traditional portfolio management since 1998.
At AQR, our employees share a common spirit of academic excellence, intellectual honesty and an unwavering commitment to seeking the truth. We're determined to know what makes financial markets tick - and we'll ask every question and challenge every assumption. We recognize and respect the power of collaboration, and believe transparency and openness to new ideas leads to innovation.
The Team
The Integrated Research team focuses on all aspects of research and portfolio management for a range of the firm's equity, macro, multi-strategy and managed futures products. This includes the day-to-day management of portfolios, the design and implementation of strategies, new product development, client driven customization and thought leadership.
Your Role
AQR is looking for an exceptionally talented professional to join our team as junior researcher. You will have the opportunity to participate in a variety of integral business functions including research, data analysis, portfolio optimization, and risk management. This role will provide the opportunity to gain hands-on experience in quantitative research as well as the opportunity to become familiar with quantitative asset management and the investment philosophy which drives AQR. You will work in collaboration with senior researchers and portfolio managers in developing and maintaining trading strategies for the firm.
Engage in the development of AQR's proprietary quantitative investment strategies
Perform statistical and economic research on financial data related to systematic strategies
Work closely with portfolio managers to assist in the implementation of investment strategies
Add features to proprietary research system to implement new research ideas
Participate in the design and development of research infrastructure for the purpose of conducting economic and statistical research
Develop and maintain analytical tooling and infrastructure
What You'll Bring
B.S. in a quantitative field (e.g. Finance, Economics, Computer Science, Math, Engineering etc.), with advanced degrees preferred
2- 4 years work experience at a quantitative finance firm, with exposure to futures, currencies and/or swaps preferred
Programming skills with demonstrated experience; Python preferred but not required
Strong problem solving and quantitative skills
High degree of intellectual curiosity
Ability to communicate effectively in both verbal and written form
Strong GPA and SAT scores
Who You Are
Mature and thoughtful, with the ability to operate within a collaborative, team-oriented culture
Committed to intellectual integrity, with a high degree of ethics
Hard- working and eager to learn in a highly intellectual, innovative environment
Well- organized, detail- oriented, with strong communication skills; able to multi-task and keep track of various deadlines
AQR is an Equal Opportunity Employer. EEO/VET/DISABILITY
The salary range for this role is expected to be $125,000 to $150,000. This is the range that we in good faith believe is accurate for this role at the time of this posting. We may ultimately pay more or less than the posted range, depending upon factors such as skills, experience, location, or other business and organizational needs. This wage range may also be modified in the future.
This job is also eligible for an annual discretionary bonus.
We offer comprehensive package of benefits including paid time off, medical/dental/vision insurance, 401(k), and any other benefits to eligible employees
Note: No amount of pay is considered to be wages or compensation until such amount is earned, vested, and determinable. The amount and availability of any bonus, commission, benefits, or any other form of compensation and benefits that are allocable to a particular employee remains in the Company's sole discretion unless and until paid and may be modified at the Company's sole discretion, consistent with the law.
$125k-150k yearly Auto-Apply 5d ago
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Head of FX Quantitative Strategy (USA)
Trexquant Investment LP 4.0
Stamford, CT jobs
We are looking for a senior FX professional to develop and lead a quantitative FX Strategy at Trexquant. In this role, you will be responsible for developing strategies and building out a team for researching, implementing, and trading profitable FX based strategies within our core product. Your work will integrate FX as an asset class in our proven quantitative processes and significantly expand our tradable universe, profitability, and competitive edge.
Responsibilities
Identify data useful for building and backtesting proposed FX trading strategies then build pipelines to feed these datasets into our research and trading platforms.
Work with the development team to improve accuracy, robustness, and speed of our platform in simulating and trading FX based strategies.
Develop FX based trading strategies and partner with the executions team to optimize execution of strategies, harmonizing with existing investments and asset classes.
Partner with the risk team to establish monitoring and controls for FX specific risk exposures as well as risk allocation among our incumbent strategies.
Build out and lead the FX Strategy Team to continually add, enhance and monitor FX alphas for the ongoing profitability and scale of the team's strategies.
Regularly present to senior management to collaborate and align quantitative FX research with overall trading and investment strategies.
Qualifications
Bachelor's, Master's, or Ph.D. degrees in Mathematics, Statistical Modeling, Computer Science or other related STEM fields.
5+ years of experience in researching and trading quantitative FX based strategies.
Experience managing or leading a team of quant researchers.
Strong quantitative skills.
Proficiency in Python.
Benefits
Competitive salary, plus bonus based on individual and company performance.
Collaborative, casual, and friendly work environment while solving the hardest problems in the financial markets.
PPO Health, dental and vision insurance premiums fully covered for you and your dependents.
Trexquant is an Equal Opportunity Employer
#J-18808-Ljbffr
$81k-123k yearly est. 4d ago
Head of Portfolio Analytics
Grasshopper Bank 4.2
New York, NY jobs
Department
Credit
Employment Type
Full Time
Location
Remote
Workplace type
Fully remote
What you'll do: What you need: About Grasshopper Bank Grasshopper is a client-first digital bank serving small businesses, startups, and investors supporting them across the innovation economy. Our digital solutions cover small business, venture-backed companies, fintech-focused Banking-as-a-Service (BaaS) and commercial API banking platforms, SBA lending, commercial real estate lending, and yacht financing. Privately owned and headquartered in New York City, the bank is a Federal Deposit Insurance Corporation member and is an Equal Housing/Equal Opportunity Lender.
We're always looking for talented, driven, visionary people to join our team. If you don't see the job that fits your skillset, please send your resume to ***************************.
$96k-157k yearly est. 6d ago
Public Finance Investment Banking Analyst
Firstnational 3.8
Remote
At Northland, our employees are the heart of our story-and we're committed to their success! Please see below the details of this career opportunity and how it fits into our organization's success.
Summary of the Job:
Serve as a key figure in the Public Finance investment banking group as lead analyst on deal analytics, disclosure and offering documents, and serving as a key contact with internal and external stakeholders. Comply with all applicable regulatory and ethical requirements of the industry, markets and organization.
About This Role:
Develop a thorough understanding and ability to execute Public Finance including the business, market, issues / sectors, requirements, regulations, and analytic structure options and process
Obtain and summarize market data to assist PF with understanding, identifying, and analyzing trend opportunities within the market including markets, products, services, sectors, types of issuances, underwriting, and Public Finance structures
Develop understanding of Northland strategic vision
Participate in identifying and maintaining understanding of strengths, weaknesses, opportunities, threats, gaps
Assist with entering new markets, products, etc.
Provide input and recommendations to manager to enhance departmental effectiveness and the strategic plan
Contribute to and support defined strategy, revenue targets, goals, objectives and activities with regard to individual, Public Finance, and Capital Markets
Provide ongoing support to the Public Finance team including providing analytic support, offering document creating and review, closing document creation and review, and serving as an internal and external liaison
Learn the applicable data systems and how the support the structuring of debt
Research outstanding debt for targeted issuers to identify and run potential refunding scenarios
Run various financing structure alternatives for prospects and clients as requested
Assist with business development activities
Identify prospects for the Public Finance bankers to engage and prompting and follow-ups when beneficial; make initial contact with targeted issuers to set up introductory meetings
Assist in creation of financing proposals, presentations, pitch books and one-pagers as requested by the Public Finance bankers; participate in presentations to prospects
Identify, register for, and attend applicable trade shows
Assist with internal deal processing activities including engagement committee process, credit analysis, and sales bulletin preparation
Coordinate file documentation and closings
Develop strong working relationship with issuers, counsel, rating agencies and credit enhancers to serve as an effective Northland Public Finance liaison
Develop appropriate reporting tools to communicate with Northland management regarding general Public Finance activities, including business development activities
Understand and adhere to all Northland policies, laws, and FINRA / SEC regulations application to role (Ongoing)
Complete compliance continuing education
Ensure adherence to Northland compliance requirements in business development materials and process documents
Maintain awareness on the Capital Markets compliance and regulatory environment (e.g. NASD, SEC) (Ongoing)
Report all issues, violations of law or regulations in accordance with the steps defined in the Northland compliance standards
Understand and adhere to all of the accountabilities listed above specifically related to Anti-Money Laundering and the USA Patriot Act
Exhibit professional behavior, promote positive working relationships, and drive your personal and professional development
Research, identify and recommend in-depth / comprehensive / detailed training and learning opportunities for self based on individual development plan
Practice Northland values and support the goals and strategic plan
Be proactive and respectful in all relationships; exercise a willingness to be a resource to colleagues
Complete special projects as assigned within allotted time frame
Be accountable for continuous best efforts to complete the job assigned
Conduct all work activities ethically
The Ideal Candidate for This Role:
MUST HAVE: Experience in Public Finance
Bachelor's degree in Accounting and/or Finance preferred
3 plus years in an Accounting, Finance or Investments role
General understanding of credit/finance related concepts
Must be detailed oriented
Proficient in MS office suite
Must have strong communications/presentation skills
Achieve or maintain series 50, 52, 63, SIE exam/licenses
Salary range for this role is between $100,000 - 150,000.00 & is dependent on location and candidate experience.
Candidates must possess unrestricted work authorization and not require future sponsorship.
Compensation:
Compensation range (base pay): $62,047.00-$102,377.00
This role may have a specific starting pay within this range.
Final compensation offer to candidate may vary from posted hiring range based upon work experience, education, and/or skill level.
Work Environment:
It is anticipated that the incumbent in this role will work onsite at the posted location. Our onsite environment fosters innovation, mentorship, and a vibrant culture where ideas flow freely and relationships flourish. As part of our team, you'll experience the energy of our collaborative spaces designed to support your professional growth while working alongside talented colleagues who inspire excellence daily. Please note that work location is subject to change based on business needs.
Benefits Overview:
We offer a variety of benefits designed to keep you and your family physically and financially healthy. Not only do we offer a competitive salary and work-life balance, we offer benefits to match your needs:
Medical, Dental, Vision Insurance
401k, With Matching Contributions
Time Off Programs
Health Savings Account (HSA)/Dependent Care
Employee Banking
Growth Opportunities
Tuition Assistance
Short-Term/Long-Term Disability Insurance
Learn more about our benefits here: ***************************************
For additional information regarding compensation and benefits, e-mail First National at *****************. To ensure you receive a response, include the number of this job (listed below) in the subject line of your message.
Job number: R-20251800
Registration Requirement:
This position requires Financial Industry Regulatory Authority (FINRA) registration. Qualification requirements include meeting applicable financial industry responsibility, regulatory requirements, credit fitness and criminal background standards. Successful candidates must meet ongoing regulatory requirements including acceptable background investigation, credit report and fingerprinting results.
Equal Opportunity & Belonging:
We believe that the quality of our employee experience is at the heart of our customer experience. One key pillar of our intended employee experience is Belonging. Belonging means we are committed to fostering a workplace culture where employees of all backgrounds feel valued, recognized, and empowered to be their authentic selves-no matter their role or where they are in their journey.
Learn more here.
Northland is an equal opportunity employer for all employees and applicants and makes employment decisions without regard to status or identity.
Click here to download 'EEO is The Law' Self-Print Poster
Click here to download 'EEO is The Law' Supplement for Federal Contractors
Click here to download 'EEO is The Law' GINA Supplement
Northland is an Equal Opportunity/Affirmative Action/Veterans/Disability Employer - Member FDIC
Northland follows federal law regarding the use of marijuana
(this applies to all non-California applicants)
Application Deadline:
All our jobs will be posted for a minimum of 5 calendar days. Job postings may come down prior to 5 calendar days based on volume of applicants.
$100k-150k yearly Auto-Apply 12d ago
Portfolio Analyst Manager
Wealth Enhancement Group 3.8
Remote
About Wealth Enhancement
Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and UniFi processes that go far beyond the standard approach. We proudly provide unique financial plans and investment management services to over 80,000 households from our over 140 offices - and growing - nationwide.
Since 1997, Wealth Enhancement has tirelessly raised the standard of wealth management with specialized knowledge and more attentive service that helps every client craft their future. For more information, please visit **************************
We are seeking a Portfolio Analyst Manager to join our team. The Portfolio Analyst Manager plays a key role in advancing Wealth Enhancement's investment platform by leading the Portfolio Consulting Analyst team. This team partners with advisors to deliver exceptional client outcomes through investment guidance, education on centrally managed products, timely market insights, and support for implementing investment solutions. Committed to helping advisors grow their practices and serve clients effectively, Portfolio Consulting ensures accountability and quality results for all stakeholders. As the leader of this team, the Portfolio Analyst Manager drives operational excellence while supporting the broader objectives of the Investment Management department. (This is a remote work opportunity)
In the spirit of pay transparency, we are excited to share the base salary range for this position is $100,000.00 to $110,000.00, exclusive of bonuses and benefits. This role is also eligible for our corporate bonus.
Primary Job Functions
Provide investment support to help advisors boost growth, wallet share and client retention
Assist sales and prospecting through creation of investment proposals
Support onboarding and transitioning of assets throughout the implementation process
Provide ongoing support and guidance for existing clients
Support senior Portfolio Consultants to ensure effective regional coverage of advisors
Serve as the first response to advisor inquiries about the WEAS IAP and general market questions
Support Team with investment collateral creation and ongoing maintenance
Perform ad-hoc requests to various stakeholders to support business needs
Participate in initiatives driven by Portfolio Consulting and Investment Strategy to improve the WEG Investment Advisory Platform offering
Support investment tools used at both the advisor-team and home-office level
Attend Macro, Equity, Fixed Income, and Asset Allocation meetings and take necessary follow-up actions
Actively contribute to projects intended to improve the advisor or client experience, and/or deliver better client outcomes
Education/Qualifications
Bachelor's degree (or equivalent experience) in Science, Economics, Finance or similar
6 years' experience within investments, financial products analytics
Series 65 license required (Series 7 preferable)
Progress towards CFA designation a plus
Commits to high standards of ethical behavior; demonstrates trustworthiness,
Detail oriented; ability to prioritize workflow and projects; able to work with deadlines and be flexible
Professional interactions with department customers
Excellent oral and written communication skills
Knowledge of Microsoft Office; excellent Excel skills
Ability to work as a Team Member; positive solution-focused attitude.
WEG hires employees and makes decisions about their salary qualifications based on factors such as the role to be performed; educational and professional experience, qualifications, skills and credentials; tenure, cost-of-living and demand for the role in the applicable market. To comply with state, pay transparency laws, we must disclose the entire salary grade. The entire salary grade for those who are classified as the Career level is $95,300.00 to $152,500.00. However, the base salary range bolded above is what we expect to pay as a starting range for this position.
IND123
#LI-NR1
#LI-Remote
Comprehensive Benefits Offerings
Our benefits aim to balance four key elements that make life and work meaningful: health and wellness, financial well-being, professional development, and work/life harmony. You may be eligible to participate in the following benefits & development opportunities:
Training and professional development
Medical, dental and vision coverage (Available to full-time employees and their families)
Health Savings Account (HSA) with employer contribution and Flexible Spending Accounts (FSA) for medical, dependent, and transit expenses
Life and AD&D insurance - employer paid and voluntary options
Short-term and long-term disability, workers compensation - employer paid
401k with match and profit sharing
Wellness programs and resources
Voluntary benefits, including pet insurance
18 days of paid time off (PTO), accrued annually (25 PTO days after 4 years of service)
12 paid holidays each year (10 pre-determined and 2 floating days)
Paid parental leave and paid caregiver leave (Caregiver leave available after 6 months of tenure)
Reimbursement for tuition, licensing, and other credentials (Available after meeting service requirements)
Should you need reasonable accommodation when completing the application form or during the selection process, contact the Human Resources Department at ************
Information provided on this application will be kept confidential and only be shared with those involved in the selection process.
Equal Opportunity Employer, including disabled and veterans. This organization participates in E-Verify.
Click the following link to view Federal and E-Verify posters: Link
OSHA Requirements: This position requires the ability to stand or sit for long periods of time, file documents in high or low cabinets, to use the telephone and to use the computer systems.
Wealth Enhancement may use artificial intelligence (AI) tools to assist in the initial screening of resumes. All AI-supported evaluations are reviewed by our recruitment team to ensure accuracy and fairness. We are committed to equal opportunity in employment and do not discriminate based on race, color, religion, sex, national origin, age, disability, or any other protected status. Your personal information is handled in accordance with applicable data protection laws.
$100k-110k yearly Auto-Apply 34d ago
Portfolio Analyst Manager
Wealth Enhancement Group 3.8
Remote
About Wealth Enhancement
Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and UniFi processes that go far beyond the standard approach. We proudly provide unique financial plans and investment management services to over 80,000 households from our over 140 offices - and growing - nationwide.
Since 1997, Wealth Enhancement has tirelessly raised the standard of wealth management with specialized knowledge and more attentive service that helps every client craft their future. For more information, please visit **************************
We are seeking a Portfolio Analyst Manager to join our team. The Portfolio Analyst Manager plays a key role in advancing Wealth Enhancement's investment platform by leading the Portfolio Consulting Analyst team. This team partners with advisors to deliver exceptional client outcomes through investment guidance, education on centrally managed products, timely market insights, and support for implementing investment solutions. Committed to helping advisors grow their practices and serve clients effectively, Portfolio Consulting ensures accountability and quality results for all stakeholders. As the leader of this team, the Portfolio Analyst Manager drives operational excellence while supporting the broader objectives of the Investment Management department. (This is a remote work opportunity)
In the spirit of pay transparency, we are excited to share the base salary range for this position is $100,000.00 to $110,000.00, exclusive of bonuses and benefits. This role is also eligible for our corporate bonus.
Primary Job Functions
Provide investment support to help advisors boost growth, wallet share and client retention
Assist sales and prospecting through creation of investment proposals
Support onboarding and transitioning of assets throughout the implementation process
Provide ongoing support and guidance for existing clients
Support senior Portfolio Consultants to ensure effective regional coverage of advisors
Serve as the first response to advisor inquiries about the WEAS IAP and general market questions
Support Team with investment collateral creation and ongoing maintenance
Perform ad-hoc requests to various stakeholders to support business needs
Participate in initiatives driven by Portfolio Consulting and Investment Strategy to improve the WEG Investment Advisory Platform offering
Support investment tools used at both the advisor-team and home-office level
Attend Macro, Equity, Fixed Income, and Asset Allocation meetings and take necessary follow-up actions
Actively contribute to projects intended to improve the advisor or client experience, and/or deliver better client outcomes
Education/Qualifications
Bachelor's degree (or equivalent experience) in Science, Economics, Finance or similar
6 years' experience within investments, financial products analytics
Series 65 license required (Series 7 preferable)
Progress towards CFA designation a plus
Commits to high standards of ethical behavior; demonstrates trustworthiness,
Detail oriented; ability to prioritize workflow and projects; able to work with deadlines and be flexible
Professional interactions with department customers
Excellent oral and written communication skills
Knowledge of Microsoft Office; excellent Excel skills
Ability to work as a Team Member; positive solution-focused attitude.
WEG hires employees and makes decisions about their salary qualifications based on factors such as the role to be performed; educational and professional experience, qualifications, skills and credentials; tenure, cost-of-living and demand for the role in the applicable market. To comply with state, pay transparency laws, we must disclose the entire salary grade. The entire salary grade for those who are classified as the Career level is $95,300.00 to $152,500.00. However, the base salary range bolded above is what we expect to pay as a starting range for this position.
IND123
#LI-NR1
#LI-Remote
Comprehensive Benefits Offerings
Our benefits aim to balance four key elements that make life and work meaningful: health and wellness, financial well-being, professional development, and work/life harmony. You may be eligible to participate in the following benefits & development opportunities:
Training and professional development
Medical, dental and vision coverage (Available to full-time employees and their families)
Health Savings Account (HSA) with employer contribution and Flexible Spending Accounts (FSA) for medical, dependent, and transit expenses
Life and AD&D insurance - employer paid and voluntary options
Short-term and long-term disability, workers compensation - employer paid
401k with match and profit sharing
Wellness programs and resources
Voluntary benefits, including pet insurance
18 days of paid time off (PTO), accrued annually (25 PTO days after 4 years of service)
12 paid holidays each year (10 pre-determined and 2 floating days)
Paid parental leave and paid caregiver leave (Caregiver leave available after 6 months of tenure)
Reimbursement for tuition, licensing, and other credentials (Available after meeting service requirements)
Should you need reasonable accommodation when completing the application form or during the selection process, contact the Human Resources Department at ************
Information provided on this application will be kept confidential and only be shared with those involved in the selection process.
Equal Opportunity Employer, including disabled and veterans. This organization participates in E-Verify.
Click the following link to view Federal and E-Verify posters: Link
OSHA Requirements: This position requires the ability to stand or sit for long periods of time, file documents in high or low cabinets, to use the telephone and to use the computer systems.
Wealth Enhancement may use artificial intelligence (AI) tools to assist in the initial screening of resumes. All AI-supported evaluations are reviewed by our recruitment team to ensure accuracy and fairness. We are committed to equal opportunity in employment and do not discriminate based on race, color, religion, sex, national origin, age, disability, or any other protected status. Your personal information is handled in accordance with applicable data protection laws.
$100k-110k yearly Auto-Apply 32d ago
Public Finance Investment Banking Analyst
Northland Securities 3.8
Remote
At Northland, our employees are the heart of our story-and we're committed to their success! Please see below the details of this career opportunity and how it fits into our organization's success.
Summary of the Job:
Serve as a key figure in the Public Finance investment banking group as lead analyst on deal analytics, disclosure and offering documents, and serving as a key contact with internal and external stakeholders. Comply with all applicable regulatory and ethical requirements of the industry, markets and organization.
About This Role:
Develop a thorough understanding and ability to execute Public Finance including the business, market, issues / sectors, requirements, regulations, and analytic structure options and process
Obtain and summarize market data to assist PF with understanding, identifying, and analyzing trend opportunities within the market including markets, products, services, sectors, types of issuances, underwriting, and Public Finance structures
Develop understanding of Northland strategic vision
Participate in identifying and maintaining understanding of strengths, weaknesses, opportunities, threats, gaps
Assist with entering new markets, products, etc.
Provide input and recommendations to manager to enhance departmental effectiveness and the strategic plan
Contribute to and support defined strategy, revenue targets, goals, objectives and activities with regard to individual, Public Finance, and Capital Markets
Provide ongoing support to the Public Finance team including providing analytic support, offering document creating and review, closing document creation and review, and serving as an internal and external liaison
Learn the applicable data systems and how the support the structuring of debt
Research outstanding debt for targeted issuers to identify and run potential refunding scenarios
Run various financing structure alternatives for prospects and clients as requested
Assist with business development activities
Identify prospects for the Public Finance bankers to engage and prompting and follow-ups when beneficial; make initial contact with targeted issuers to set up introductory meetings
Assist in creation of financing proposals, presentations, pitch books and one-pagers as requested by the Public Finance bankers; participate in presentations to prospects
Identify, register for, and attend applicable trade shows
Assist with internal deal processing activities including engagement committee process, credit analysis, and sales bulletin preparation
Coordinate file documentation and closings
Develop strong working relationship with issuers, counsel, rating agencies and credit enhancers to serve as an effective Northland Public Finance liaison
Develop appropriate reporting tools to communicate with Northland management regarding general Public Finance activities, including business development activities
Understand and adhere to all Northland policies, laws, and FINRA / SEC regulations application to role (Ongoing)
Complete compliance continuing education
Ensure adherence to Northland compliance requirements in business development materials and process documents
Maintain awareness on the Capital Markets compliance and regulatory environment (e.g. NASD, SEC) (Ongoing)
Report all issues, violations of law or regulations in accordance with the steps defined in the Northland compliance standards
Understand and adhere to all of the accountabilities listed above specifically related to Anti-Money Laundering and the USA Patriot Act
Exhibit professional behavior, promote positive working relationships, and drive your personal and professional development
Research, identify and recommend in-depth / comprehensive / detailed training and learning opportunities for self based on individual development plan
Practice Northland values and support the goals and strategic plan
Be proactive and respectful in all relationships; exercise a willingness to be a resource to colleagues
Complete special projects as assigned within allotted time frame
Be accountable for continuous best efforts to complete the job assigned
Conduct all work activities ethically
The Ideal Candidate for This Role:
MUST HAVE: Experience in Public Finance
Bachelor's degree in Accounting and/or Finance preferred
3 plus years in an Accounting, Finance or Investments role
General understanding of credit/finance related concepts
Must be detailed oriented
Proficient in MS office suite
Must have strong communications/presentation skills
Achieve or maintain series 50, 52, 63, SIE exam/licenses
Salary range for this role is between $100,000 - 150,000.00 & is dependent on location and candidate experience.
Candidates must possess unrestricted work authorization and not require future sponsorship.
Compensation:
Compensation range (base pay): $62,047.00-$102,377.00
This role may have a specific starting pay within this range.
Final compensation offer to candidate may vary from posted hiring range based upon work experience, education, and/or skill level.
Work Environment:
It is anticipated that the incumbent in this role will work onsite at the posted location. Our onsite environment fosters innovation, mentorship, and a vibrant culture where ideas flow freely and relationships flourish. As part of our team, you'll experience the energy of our collaborative spaces designed to support your professional growth while working alongside talented colleagues who inspire excellence daily. Please note that work location is subject to change based on business needs.
Benefits Overview:
We offer a variety of benefits designed to keep you and your family physically and financially healthy. Not only do we offer a competitive salary and work-life balance, we offer benefits to match your needs:
Medical, Dental, Vision Insurance
401k, With Matching Contributions
Time Off Programs
Health Savings Account (HSA)/Dependent Care
Employee Banking
Growth Opportunities
Tuition Assistance
Short-Term/Long-Term Disability Insurance
Learn more about our benefits here: ***************************************
For additional information regarding compensation and benefits, e-mail First National at *****************. To ensure you receive a response, include the number of this job (listed below) in the subject line of your message.
Job number: R-20251800
Registration Requirement:
This position requires Financial Industry Regulatory Authority (FINRA) registration. Qualification requirements include meeting applicable financial industry responsibility, regulatory requirements, credit fitness and criminal background standards. Successful candidates must meet ongoing regulatory requirements including acceptable background investigation, credit report and fingerprinting results.
Equal Opportunity & Belonging:
We believe that the quality of our employee experience is at the heart of our customer experience. One key pillar of our intended employee experience is Belonging. Belonging means we are committed to fostering a workplace culture where employees of all backgrounds feel valued, recognized, and empowered to be their authentic selves-no matter their role or where they are in their journey.
Learn more here.
Northland is an equal opportunity employer for all employees and applicants and makes employment decisions without regard to status or identity.
Click here to download 'EEO is The Law' Self-Print Poster
Click here to download 'EEO is The Law' Supplement for Federal Contractors
Click here to download 'EEO is The Law' GINA Supplement
Northland is an Equal Opportunity/Affirmative Action/Veterans/Disability Employer - Member FDIC
Northland follows federal law regarding the use of marijuana
(this applies to all non-California applicants)
Application Deadline:
All our jobs will be posted for a minimum of 5 calendar days. Job postings may come down prior to 5 calendar days based on volume of applicants.
$100k-150k yearly Auto-Apply 12d ago
Portfolio Analyst (Remote)
First Citizens Bank 4.8
Raleigh, NC jobs
This is a remote role that may be hired in the following locations: NC, SC, PA, or OH Open to consider additional locations within the Eastern Time Zone for highly qualified candidates. The Portfolio Analyst provides critical data insights that support strategic portfolio prioritization across First Citizens Bank. This role is responsible for analyzing demand, capacity, and execution data; ensuring portfolio information quality; and delivering dashboards and reporting that guide decision-making. The analyst works closely with the Portfolio Consultant to surface trends, highlight risks, and identify opportunities for process and data improvement across the enterprise portfolio.
Responsibilities
* Analyze enterprise demand, capacity, resource utilization, and delivery data to produce insights that directly support portfolio prioritization and sequencing.
* Develop data-driven recommendations that improve visibility into work intake, strategic alignment, funding impact, and cross-portfolio dependencies.
* Identify trends, patterns, and anomalies that may impact prioritization decisions or enterprise planning.
Data Quality & Portfolio Governance Support
* Conduct regular reviews of portfolio data to ensure accuracy, completeness, and alignment with portfolio standards.
* Flag data issues, gaps, or inconsistencies and partner with the Portfolio Consultant to drive process corrections and data governance improvements
* Support the definition and evolution of enterprise portfolio metrics, KPIs, and reporting standards.
Dashboarding & Reporting
* Build and maintain portfolio dashboards that visualize demand, capacity, prioritization criteria, and overall portfolio health.
* Publish recurring (weekly, monthly, quarterly) portfolio reports for senior leadership.
* Translate complex data into clear, actionable visuals and summaries for decision-makers.
PPM Tools & Systems (Clarity/Planview)
* Leverage enterprise PPM tools (Clarity or Planview preferred) to extract, analyze, and validate portfolio information.
* Support enhancements, configurations, and portfolio views that improve data visibility and prioritization workflows.
* Partner with Technology, EPMO, and cross-functional teams to enhance data capture and reporting maturity.
Qualifications
Bachelor's Degree and 4 years of experience in Analytics, or Modeling, or Reporting OR High School Diploma or GED and 8 years of experience in Analytics, or Modeling, or Reporting
Additional Requirements:
* Portfolio management, project analytics, PMO operations, or a similar data-driven role.
* Strong understanding of demand and capacity concepts. Must be able to interpretate demand/capacity data.
* Hands-on experience with a PPM tool (Clarity, Planview, or equivalent).
* Advanced Excel skills, including Pivot Tables and data modeling.
* Strong analytical ability with experience interpreting complex datasets.
* Ability to communicate insights clearly to leadership.
Preferred:
* Experience with Power BI or similar dashboarding tools.
* Background supporting portfolio prioritization or enterprise governance.
The base pay for this position is generally between $85,350 and $147,940. Actual starting base pay will be determined based on skills, experience, location, and other non-discriminatory factors permitted by law. For some roles, total compensation may also include variable incentives, bonuses, benefits, and/or other awards as outlined in the offer of employment.
First Citizens benefits programs are designed to meet our associates where they are in life. Full-time associates (20+ hours) are offered a comprehensive benefits program, with customized offerings, including those designed to support families, however defined. More information regarding our benefits offerings can be found here: ***************************************
#EJC
#LI-DNI
$85.4k-147.9k yearly 16d ago
Intern, Investor Center - CT
Fidelity 4.2
West Hartford, CT jobs
Do you thrive in a fast-paced environment and enjoy interacting with customers while helping them meet their long-term financial goals? If so, come prepare for your future career in financial planning at a Fidelity Investments Investor center!
The 10-week Fidelity Intern Program (
we lovingly call it our FIDTERN Program
) is our world-class opportunity for college juniors looking to explore and learn more about Fidelity's business and culture through a cohesive program experience.
Where you spend your summer internship can be a big decision and takes a lot of dedication - we get it! Here are some ways in which you can expect Fidelity to make the most of your time with us…
Find Your Purpose - as a Fidelity Intern (or FIDTERN), you will experience a meaningful summer program. You will support business-critical projects that help meet Fidelity's needs and help you hone in on your future career path. Interns are supported by a direct manager and team throughout the summer.
Never a Dull Moment - Our FIDTERN Summer Series includes scheduled events where you can come together with other interns and your experiences at Fidelity. This includes a mix of in-person and virtual events - everything from engaging webinars on career development, financial literacy and inclusion topics, community service activities and in-person networking events to mingle with full-time Fidelity employees.
Strong intern candidates are dynamic, curious, innovative, conscientious, and believe in the true value of collaboration. Current college student who will return to coursework after their Summer 2026 internship has ended are eligible.
Note: Our Summer 2026 internship assignment runs from June 1 - August 7, 2026 and require in-person participation approximately three days or more per week. While there is the occasional opportunity to work from home, this is not a remote internship assignment.
The Expertise We're Looking For
Undergraduate students in your junior year of college
Interest in investing and wealth management
Experience in customer service, retail, sales or banking
Leadership experience and involvement in student organizations
The Purpose of Your Role
As Branch Intern you will provide customer service support to clients who call or visit the branch and will have the opportunity to grow your knowledge in personal investing and financial planning. Working alongside financial professionals, you will be a key part in the client's experience at Fidelity.
The Skills You Bring
Your professional demeanor & collaborative problem-solving skills
Basic understanding of the current market, economy and economic trends
Ability to promote customer loyalty while providing an extraordinary customer experience
The Value You Deliver
As one of the first points of contacts in the branch:
You assist financial professionals with providing a full range of investment products and services
You collaborate with team members to bring a fresh perspective to help solve business challenges
You participate in challenging work assignments to increase knowledge and gain valuable experience within the financial services industry
By identifying new opportunities for enhancements, you help think about our business and our customers in a different way
Company Overview
At Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and cultivating a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. For more information about working at Fidelity, visit FidelityCareers.com
Fidelity Investments is an equal opportunity employer.
PI26INT
Certifications:Category:Administration
Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.
Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
$77k-109k yearly est. 60d+ ago
Investor Relations, LATAM (Fluent in Portuguese) - Analyst / Associate
Icapital Network 3.8
Greenwich, CT jobs
About the Role
iCapital is looking to hire an Analyst/Associate to join the International Investor Relations team with a focus on Latin America (“LATAM”). This individual will work closely with our Client Solutions department and help maintain and expand relationships across the region. This role will help to support banks, independent brokers, dealers, family offices and small institutions across LATAM and will primarily work in assisting them with their investments on iCapital's technology platform. The team's goal is to optimize the user experience and ensure our clients' overall success.
Responsibilities
Provide dedicated coverage of client accounts, working closely with internal relationship managers to support the clients' needs and objectives.
Provide ongoing client support, answering a wide variety of questions timely and accurately, with the goal of ensuring overall client satisfaction.
Support high-profile fund managers in their fundraising efforts by assisting their clients through the subscription process and managing fund closings, with a strong dedication to successful client outcomes.
Work collaboratively with internal cross-functional teams and our partner in the region, Unicorn Strategic Partners, to ensure new and existing clients and advisors are properly trained to use the platform and are provided with adequate hands-on support during their first trades.
Collaborate with the Technology team to optimize the user experience through enhancements to the company's proprietary technology platform.
Qualifications
Bachelor's degree with 2-6+ years of experience in financial services, preferably in client service or investor relations role in alternative investments
Fluent Portuguese speaker is required
Fluency in Spanish is a plus
Experience with high-net-worth clients, financial advisors, and fund managers
Excellent organizational skills and attention to detail
Strong interpersonal, written, and verbal communication skills
Able to meet deadlines and work effectively under pressure
Proven ability to multi-task and work both independently and as a team player
Proficient computer skills, specifically Microsoft Office applications (Word, PowerPoint, Excel)
Benefits
The base salary range for this role is $75,000 to $105,000. iCapital offers a compensation package which includes salary, equity for all full-time employees, and an annual performance bonus. Employees also receive a comprehensive benefits package that includes an employer matched retirement plan, generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling, parental leave, and unlimited paid time off (PTO).
We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday.
For additional information on iCapital, please visit **************************************** Twitter: @icapitalnetwork | LinkedIn: ***************************************************** | Awards Disclaimer: ****************************************/recognition/
iCapital is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
$75k-105k yearly Auto-Apply 5d ago
Public Finance Investment Banking Analyst
First National Bank of Omaha 4.5
Remote
At Northland, our employees are the heart of our story-and we're committed to their success! Please see below the details of this career opportunity and how it fits into our organization's success.
Summary of the Job:
Serve as a key figure in the Public Finance investment banking group as lead analyst on deal analytics, disclosure and offering documents, and serving as a key contact with internal and external stakeholders. Comply with all applicable regulatory and ethical requirements of the industry, markets and organization.
About This Role:
Develop a thorough understanding and ability to execute Public Finance including the business, market, issues / sectors, requirements, regulations, and analytic structure options and process
Obtain and summarize market data to assist PF with understanding, identifying, and analyzing trend opportunities within the market including markets, products, services, sectors, types of issuances, underwriting, and Public Finance structures
Develop understanding of Northland strategic vision
Participate in identifying and maintaining understanding of strengths, weaknesses, opportunities, threats, gaps
Assist with entering new markets, products, etc.
Provide input and recommendations to manager to enhance departmental effectiveness and the strategic plan
Contribute to and support defined strategy, revenue targets, goals, objectives and activities with regard to individual, Public Finance, and Capital Markets
Provide ongoing support to the Public Finance team including providing analytic support, offering document creating and review, closing document creation and review, and serving as an internal and external liaison
Learn the applicable data systems and how the support the structuring of debt
Research outstanding debt for targeted issuers to identify and run potential refunding scenarios
Run various financing structure alternatives for prospects and clients as requested
Assist with business development activities
Identify prospects for the Public Finance bankers to engage and prompting and follow-ups when beneficial; make initial contact with targeted issuers to set up introductory meetings
Assist in creation of financing proposals, presentations, pitch books and one-pagers as requested by the Public Finance bankers; participate in presentations to prospects
Identify, register for, and attend applicable trade shows
Assist with internal deal processing activities including engagement committee process, credit analysis, and sales bulletin preparation
Coordinate file documentation and closings
Develop strong working relationship with issuers, counsel, rating agencies and credit enhancers to serve as an effective Northland Public Finance liaison
Develop appropriate reporting tools to communicate with Northland management regarding general Public Finance activities, including business development activities
Understand and adhere to all Northland policies, laws, and FINRA / SEC regulations application to role (Ongoing)
Complete compliance continuing education
Ensure adherence to Northland compliance requirements in business development materials and process documents
Maintain awareness on the Capital Markets compliance and regulatory environment (e.g. NASD, SEC) (Ongoing)
Report all issues, violations of law or regulations in accordance with the steps defined in the Northland compliance standards
Understand and adhere to all of the accountabilities listed above specifically related to Anti-Money Laundering and the USA Patriot Act
Exhibit professional behavior, promote positive working relationships, and drive your personal and professional development
Research, identify and recommend in-depth / comprehensive / detailed training and learning opportunities for self based on individual development plan
Practice Northland values and support the goals and strategic plan
Be proactive and respectful in all relationships; exercise a willingness to be a resource to colleagues
Complete special projects as assigned within allotted time frame
Be accountable for continuous best efforts to complete the job assigned
Conduct all work activities ethically
The Ideal Candidate for This Role:
MUST HAVE: Experience in Public Finance
Bachelor's degree in Accounting and/or Finance preferred
3 plus years in an Accounting, Finance or Investments role
General understanding of credit/finance related concepts
Must be detailed oriented
Proficient in MS office suite
Must have strong communications/presentation skills
Achieve or maintain series 50, 52, 63, SIE exam/licenses
Salary range for this role is between $100,000 - 150,000.00 & is dependent on location and candidate experience.
Candidates must possess unrestricted work authorization and not require future sponsorship.
Compensation:
Compensation range (base pay): $62,047.00-$102,377.00
This role may have a specific starting pay within this range.
Final compensation offer to candidate may vary from posted hiring range based upon work experience, education, and/or skill level.
Work Environment:
It is anticipated that the incumbent in this role will work onsite at the posted location. Our onsite environment fosters innovation, mentorship, and a vibrant culture where ideas flow freely and relationships flourish. As part of our team, you'll experience the energy of our collaborative spaces designed to support your professional growth while working alongside talented colleagues who inspire excellence daily. Please note that work location is subject to change based on business needs.
Benefits Overview:
We offer a variety of benefits designed to keep you and your family physically and financially healthy. Not only do we offer a competitive salary and work-life balance, we offer benefits to match your needs:
Medical, Dental, Vision Insurance
401k, With Matching Contributions
Time Off Programs
Health Savings Account (HSA)/Dependent Care
Employee Banking
Growth Opportunities
Tuition Assistance
Short-Term/Long-Term Disability Insurance
Learn more about our benefits here: ***************************************
For additional information regarding compensation and benefits, e-mail First National at *****************. To ensure you receive a response, include the number of this job (listed below) in the subject line of your message.
Job number: R-20251800
Registration Requirement:
This position requires Financial Industry Regulatory Authority (FINRA) registration. Qualification requirements include meeting applicable financial industry responsibility, regulatory requirements, credit fitness and criminal background standards. Successful candidates must meet ongoing regulatory requirements including acceptable background investigation, credit report and fingerprinting results.
Equal Opportunity & Belonging:
We believe that the quality of our employee experience is at the heart of our customer experience. One key pillar of our intended employee experience is Belonging. Belonging means we are committed to fostering a workplace culture where employees of all backgrounds feel valued, recognized, and empowered to be their authentic selves-no matter their role or where they are in their journey.
Learn more here.
Northland is an equal opportunity employer for all employees and applicants and makes employment decisions without regard to status or identity.
Click here to download 'EEO is The Law' Self-Print Poster
Click here to download 'EEO is The Law' Supplement for Federal Contractors
Click here to download 'EEO is The Law' GINA Supplement
Northland is an Equal Opportunity/Affirmative Action/Veterans/Disability Employer - Member FDIC
Northland follows federal law regarding the use of marijuana
(this applies to all non-California applicants)
Application Deadline:
All our jobs will be posted for a minimum of 5 calendar days. Job postings may come down prior to 5 calendar days based on volume of applicants.
$34k-44k yearly est. Auto-Apply 12d ago
Associate, Debt Investment Group
Kennedy Wilson 4.9
Farmington, CT jobs
Company:
Founded in 1977, Kennedy Wilson is global real estate investment company headquartered in Beverly Hills, CA with 13 global offices. We own, operate and invest in real estate on our own and through our investment management platform. We focus on multifamily, office and industrial properties located in the Western United States, U.K, and Ireland. For further information on Kennedy Wilson, please visit **********************
Kennedy Wilson has a successful track record of investing in debt opportunities alongside partners in our key markets across the globe. The debt-related investments include originating loans, primarily senior construction loans secured by high-quality real estate in the U.S as well as acquiring loans from financial institutions and other lenders.
Key Responsibilities:
Tracking and analyzing the performance of assigned deals within the lender's commercial real estate portfolio, which includes both bridge and construction loans. Tasks include monitoring delinquencies, construction progress, lease-up, and market trends.
Review of construction draws packages to ensure all conditions to advance have been met, including review of the construction budget, pay applications, related lien waivers, soft cost invoices, various logs such as buyout and change order logs, and reviewing the construction schedule.
Review monthly invoices to ensure accuracy and follow-up with Borrower on payments.
Working closely with borrowers to address any issues or challenges that may arise during the construction phase such as cost overruns, delays in either construction or lease-up, or changes in market conditions to ensure successful project completion and loan repayment.
Identifying any potential risks and developing strategies to mitigate these risks.
Generating reports and risk assessments on loan performance, including key metrics such as loan-to-value ratios, debt service coverage ratios, and debt yields, to senior management and other stakeholders.
Prepare and organize required reports, memos, and other necessary documentation in a timely manner.
Building and maintaining relationships with borrowers, investors, and other stakeholders to foster collaboration and facilitate effective portfolio management strategies.
Adhering to internal Policies and Procedures relative to reporting requirements, risk management standards, and accounting principles.
Performing special projects as needed for the management team.
Traveling periodically to borrower sites to assess and monitor the property condition and/or construction progress.
By incorporating these portfolio management responsibilities, the Associate contributes to the overall success and stability of Kennedy Wilson's commercial real estate portfolio.
Qualifications:
Bachelor's degree in Accounting, Business or Finance with a focus on real estate preferred.
3-5 years of total experience in commercial real estate, (commercial bank, investment bank, private equity, specialty finance, real estate finance, mezzanine firm, developer, or brokerage firm). Related internship experience will be considered.
Strong knowledge of Microsoft Outlook, Word, Excel, PowerPoint and other similar platforms.
Highly motivated individual who takes initiative and works with minimal oversight; proactively addresses problems with regards to work product, process, and personnel.
Strong analytical skills to complete in-depth industry and commercial real estate market analyses.
Ability to analyze financial statements (profit and loss, balance sheet, and cash flow statements) as well as budgets (construction and operating) and identify trends.
Ability to read, interpret and analyze loan documents.
Ability to multitask in a fast-paced environment.
Superior interpersonal, writing, and oral communication skills.
Ability to travel to meet Borrowers and conduct site visits.
Team player, ability to work within cross-functional teams and proactively utilize available resources within the various teams.
Compensation Package:
Competitive Base Salary & Discretionary Bonus
Comprehensive Benefits Package
401K retirement plan
$104k-160k yearly est. 60d+ ago
Senior Portfolio Analyst
The Hartford 4.5
Hartford, CT jobs
Sr. Portfolio Analyst - BA07EE We're determined to make a difference and are proud to be an insurance company that goes well beyond coverages and policies. Working here means having every opportunity to achieve your goals - and to help others accomplish theirs, too. Join our team as we help shape the future.
The Technology Strategy function is looking for highly skilled Agile SAFe Senior Portfolio Analyst. The Senior Portfolio Analyst will serve as a strategic partner within the Technology Strategy function, supporting enterprise-wide initiatives that drive transformation, innovation, and operational excellence. This role blends portfolio management, financial stewardship, and strategic execution to ensure alignment between technology investments and business outcomes. The analyst will work closely with senior leaders across the Office of the CIO, ACoE to enable data-driven decision-making and continuous improvement.
This role will have a Hybrid work schedule, with the expectation of working in an office - Hartford, CT 3 days a week (Tuesday through Thursday).
As an Agile SAFe Senior Portfolio Analyst, the role will focus on:
Strategy Planning and Execution
+ Assists with strategic management and optimization for the technology Portfolio.
+ Supports the prioritization of work and/or supports accountability for the products and solutions in the technology Portfolio
+ Supports planning and monitoring of Tech budgets to ensure alignment with strategic initiatives and/or objectives
+ Uses data to inform decisions on financial and/or investment manage to drive efficiency and create business value
Financial Accountabilities
+ Assist with Financial Operations includes assisting with department financials, including outlook locks, op planning, monthly reserving, capitalization, financial reporting supporting the CIO and business as needed, and various related items e.g. expense approver.
Workforce Accountabilities:
+ Assist in developing and maintaining a workforce strategy, inclusive of vendor partners, to achieve an optimum balance.
+ Provides support for data capture, metrics, measurement, ratios, projections around work force.
+ Understanding current and target team compositions, and path forward via hiring and other levers.
Portfolio Accountabilities
+ Contribute towards the identification and definition of development value streams across the portfolio and alignment to CIO areas technology roadmap.
+ Assist with establishing and maintaining an overall Technology portfolio view.
+ Provide support to prepare for portfolio health reviews, scorecards, MOR meetings.
+ Contribute toward creating a culture of continuous improvement and innovation, adopting Own IT,
+ Strong influencing skills and ability to build partnerships at various levels of the organization.
+ Strong financial acumen and knowledge of IT financial management practices.
+ Proven ability to build commitment and empower others, communicate with clarity, courage and timeliness.
Effective Communication Skills:
+ Written, Verbal, Presentation.
+ Strong understanding of Agile and Scaled Agile.
+ Strong knowledge of software development processes and procedures to understand team needs includes fundamentals of iterative and incremental development.
+ Three years of portfolio management experience or equivalent leadership experience.
+ Three years of industry experience preferred.
+ Experience with agile methodology and frameworks like Scrum, Kanban, etc. SAFe LPM certification a plus
Qualifications:
+ Strong financial acumen and knowledge of IT financial management practices.
+ Established understanding of Agile and Scaled Agile.
+ 3 years of portfolio management experience or equivalent experience (Scrum Master, RTE, Agile Coach, etc.)
+ 2+ experience with Agile methodology and frameworks like Scrum, Kanban, etc. SAFe LPM certification a plus
+ 3 years of related industry experience preferred.
+ Strong knowledge of software development processes and procedures to understand team needs includes fundamentals of iterative and incremental development.
+ Effective Communication Skills: Written, Verbal, Presentation.
+ Strong influencing skills and ability to build partnerships at various levels of the organization.
+ Proven ability to build commitment and empower others, communicate with clarity, courage, and timeliness.
Candidate must be authorized to work in the US without company sponsorship. The company will not support the STEM OPT I-983 Training Plan endorsement for this position.
Compensation
The listed annualized base pay range is primarily based on analysis of similar positions in the external market. Actual base pay could vary and may be above or below the listed range based on factors including but not limited to performance, proficiency and demonstration of competencies required for the role. The base pay is just one component of The Hartford's total compensation package for employees. Other rewards may include short-term or annual bonuses, long-term incentives, and on-the-spot recognition. The annualized base pay range for this role is:
$98,400 - $147,600
Equal Opportunity Employer/Sex/Race/Color/Veterans/Disability/Sexual Orientation/Gender Identity or Expression/Religion/Age
About Us (************************************* | Our Culture (******************************************************* | What It's Like to Work Here (************************************************** | Perks & Benefits (*********************************************
Every day, a day to do right.
Showing up for people isn't just what we do. It's who we are - and have been for more than 200 years. We're devoted to finding innovative ways to serve our customers, communities and employees-continually asking ourselves what more we can do.
Is our policy language as simple and inclusive as it can be? Can we better help businesses navigate our ever-changing world? What else can we do to destigmatize mental health in the workplace? Can we make our communities more equitable?
That we can rise to the challenge of these questions is due in no small part to our company values that our employees have shaped and defined.
And while how we contribute looks different for each of us, it's these values that drive all of us to do more and to do better every day.
About Us (*************************************
Our Culture
What It's Like to Work Here (**************************************************
Perks & Benefits
Legal Notice (*****************************************
Accessibility Statement Producer Compensation (**************************************************
EEO
Privacy Policy (**************************************************
California Privacy Policy
Your California Privacy Choices (******************************************************
International Privacy Policy
Canadian Privacy Policy (****************************************************
Unincorporated Areas of LA County, CA (Applicant Information)
MA Applicant Notice (********************************************
Hartford India Prospective Personnel Privacy Notice
$98.4k-147.6k yearly 60d+ ago
Senior Portfolio Analyst
The Hartford 4.5
Hartford, CT jobs
Sr. Portfolio Analyst - BA07EE We're determined to make a difference and are proud to be an insurance company that goes well beyond coverages and policies. Working here means having every opportunity to achieve your goals - and to help others accomplish theirs, too. Join our team as we help shape the future.
This Sr. Portfolio Analyst role helps align strategy and execution by applying Lean and systems thinking approaches to strategy and investment funding, Agile portfolio operations, and governance. Supports the prioritization of work and financial accountability for the products and solutions in a portfolio. Coordinate, sustain, and improve value streams. Plan and monitor IT budgets to ensure alignment with strategic initiatives/objectives. Forecast future budget needs, measure portfolio performance, and coordinate required compliance activities.
This role will have a Hybrid work arrangement, with the expectation of working in an office (Hartford, CT) 3 days a week (Tuesday through Thursday).
Responsibilities:
+ Oversee portfolio backlog to visualize work, manage flow, and improve predictability.
+ Drive metrics and reporting focused on value delivery, throughput, and portfolio health.
+ Define and maintain portfolio-level objectives that align with enterprise strategy.
+ Facilitate prioritization of initiatives based on value, capacity, and risk.
+ Partner with IT and business portfolio teams, product management, and delivery teams to ensure transparency and enable executive reporting.
+ Facilitate portfolio-level ceremonies and reviews to foster collaboration and alignment.
+ Drive innovation by identifying opportunities to leverage generative AI and other emerging technologies within portfolio management and delivery processes.
+ Supports vendor management, including contracts, Purchase Orders, MBM, invoice approvals.
+ Supports LOB Strategic Themes informing Value Stream OKRs/KPIs
+ Partners with Portfolio Lead to champion the finance evolution to Agile - funding value streams, product vs. project mindset, and actively uses Agile estimation
+ Assists in maintaining a workforce strategy, inclusive of vendors, such that employee/vendor ratios, onshore/offshore, HIG offices, etc. are considered to achieve an optimum balance
+ Monitors current and target team compositions, and path forward via hiring and other levers
+ Participates in required or needed training, continuous learning activities, participates in CoP
+ Supports and mentors on lean principles and a continuous improvement and innovation culture
+ Partners with all roles within the LPM function as necessary to support and with Value Stream leadership and agile teams as necessary to support to drive organizational agility and maximize business outcomes while implementing LPM strategies
+ Actively supports 1 - 2 LPM Pillars to ensure solutions will deliver the business vision
+ Assists with the Independently makes trade-off decisions within agile team
Agile Portfolio Operations:
+ Supports Portfolio Kanban to balance and manage Business and IT portfolio mix
+ Enables support for maintaining healthy, sustainable Portfolio backlogs, visualize and limit Work in Process (WIP), reduce batch sizes, and improve release time/ frequency/quality
+ Provides support to schedule and prepare health reviews, scorecards, risks, MORs
Lean Governance:
+ Informs how to continuously improves Portfolio ways of working, practices, and flow
+ Accountable for monitoring use of Rally and Clarity, including and data management
+ Drives guardrails to support dynamic financials, performance, compliance, and/or delivery
Strategy & Investment Funding:
+ Support investment prioritization is transparent and collaborative across Business and IT
+ Regularly monitor the multiyear roadmap balances business and IT strategies and priorities
+ Drives continuous compliance with audit, regulatory, and non-discretionary needs
Qualifications:
+ 3 years' of portfolio management experience or equivalent leadership experience.
+ 3 years' of industry experience preferred. Experience with Agile methodology and frameworks like Scrum, Kanban, etc. SAFe LPM certification a plus
+ Proven ability to build commitment and empower others, communicate with clarity, courage and timeliness.
+ Effective Communication Skills: Written, Verbal, Presentation.
+ Strong understanding of Agile and Scaled Agile.
+ Strong knowledge of software development processes and procedures to understand team needs includes fundamentals of iterative and incremental development.
Candidate must be authorized to work in the US without company sponsorship. The company will not support the STEM OPT I-983 Training Plan endorsement for this position.
Compensation
The listed annualized base pay range is primarily based on analysis of similar positions in the external market. Actual base pay could vary and may be above or below the listed range based on factors including but not limited to performance, proficiency and demonstration of competencies required for the role. The base pay is just one component of The Hartford's total compensation package for employees. Other rewards may include short-term or annual bonuses, long-term incentives, and on-the-spot recognition. The annualized base pay range for this role is:
$98,400 - $147,600
Equal Opportunity Employer/Sex/Race/Color/Veterans/Disability/Sexual Orientation/Gender Identity or Expression/Religion/Age
About Us (************************************* | Our Culture (******************************************************* | What It's Like to Work Here (************************************************** | Perks & Benefits (*********************************************
Every day, a day to do right.
Showing up for people isn't just what we do. It's who we are - and have been for more than 200 years. We're devoted to finding innovative ways to serve our customers, communities and employees-continually asking ourselves what more we can do.
Is our policy language as simple and inclusive as it can be? Can we better help businesses navigate our ever-changing world? What else can we do to destigmatize mental health in the workplace? Can we make our communities more equitable?
That we can rise to the challenge of these questions is due in no small part to our company values that our employees have shaped and defined.
And while how we contribute looks different for each of us, it's these values that drive all of us to do more and to do better every day.
About Us (*************************************
Our Culture
What It's Like to Work Here (**************************************************
Perks & Benefits
Legal Notice (*****************************************
Accessibility Statement Producer Compensation (**************************************************
EEO
Privacy Policy (**************************************************
California Privacy Policy
Your California Privacy Choices (******************************************************
International Privacy Policy
Canadian Privacy Policy (****************************************************
Unincorporated Areas of LA County, CA (Applicant Information)
MA Applicant Notice (********************************************
Hartford India Prospective Personnel Privacy Notice
$98.4k-147.6k yearly 38d ago
Senior Portfolio Analyst
The Hartford 4.5
Hartford, CT jobs
Sr. Portfolio Analyst - BA07EE
We're determined to make a difference and are proud to be an insurance company that goes well beyond coverages and policies. Working here means having every opportunity to achieve your goals - and to help others accomplish theirs, too. Join our team as we help shape the future.
This Sr. Portfolio Analyst role helps align strategy and execution by applying Lean and systems thinking approaches to strategy and investment funding, Agile portfolio operations, and governance. Supports the prioritization of work and financial accountability for the products and solutions in a portfolio. Coordinate, sustain, and improve value streams. Plan and monitor IT budgets to ensure alignment with strategic initiatives/objectives. Forecast future budget needs, measure portfolio performance, and coordinate required compliance activities.
This role will have a Hybrid work arrangement, with the expectation of working in an office (Hartford, CT) 3 days a week (Tuesday through Thursday).
Responsibilities:
Oversee portfolio backlog to visualize work, manage flow, and improve predictability.
Drive metrics and reporting focused on value delivery, throughput, and portfolio health.
Define and maintain portfolio-level objectives that align with enterprise strategy.
Facilitate prioritization of initiatives based on value, capacity, and risk.
Partner with IT and business portfolio teams, product management, and delivery teams to ensure transparency and enable executive reporting.
Facilitate portfolio-level ceremonies and reviews to foster collaboration and alignment.
Drive innovation by identifying opportunities to leverage generative AI and other emerging technologies within portfolio management and delivery processes.
Supports vendor management, including contracts, Purchase Orders, MBM, invoice approvals.
Supports LOB Strategic Themes informing Value Stream OKRs/KPIs
Partners with Portfolio Lead to champion the finance evolution to Agile - funding value streams, product vs. project mindset, and actively uses Agile estimation
Assists in maintaining a workforce strategy, inclusive of vendors, such that employee/vendor ratios, onshore/offshore, HIG offices, etc. are considered to achieve an optimum balance
Monitors current and target team compositions, and path forward via hiring and other levers
Participates in required or needed training, continuous learning activities, participates in CoP
Supports and mentors on lean principles and a continuous improvement and innovation culture
Partners with all roles within the LPM function as necessary to support and with Value Stream leadership and agile teams as necessary to support to drive organizational agility and maximize business outcomes while implementing LPM strategies
Actively supports 1 - 2 LPM Pillars to ensure solutions will deliver the business vision
Assists with the Independently makes trade-off decisions within agile team
Agile Portfolio Operations:
Supports Portfolio Kanban to balance and manage Business and IT portfolio mix
Enables support for maintaining healthy, sustainable Portfolio backlogs, visualize and limit Work in Process (WIP), reduce batch sizes, and improve release time/ frequency/quality
Provides support to schedule and prepare health reviews, scorecards, risks, MORs
Lean Governance:
Informs how to continuously improves Portfolio ways of working, practices, and flow
Accountable for monitoring use of Rally and Clarity, including and data management
Drives guardrails to support dynamic financials, performance, compliance, and/or delivery
Strategy & Investment Funding:
Support investment prioritization is transparent and collaborative across Business and IT
Regularly monitor the multiyear roadmap balances business and IT strategies and priorities
Drives continuous compliance with audit, regulatory, and non-discretionary needs
Qualifications:
3 years' of portfolio management experience or equivalent leadership experience.
3 years' of industry experience preferred. Experience with Agile methodology and frameworks like Scrum, Kanban, etc. SAFe LPM certification a plus
Proven ability to build commitment and empower others, communicate with clarity, courage and timeliness.
Effective Communication Skills: Written, Verbal, Presentation.
Strong understanding of Agile and Scaled Agile.
Strong knowledge of software development processes and procedures to understand team needs includes fundamentals of iterative and incremental development.
Candidate must be authorized to work in the US without company sponsorship. The company will not support the STEM OPT I-983 Training Plan endorsement for this position.
Compensation
The listed annualized base pay range is primarily based on analysis of similar positions in the external market. Actual base pay could vary and may be above or below the listed range based on factors including but not limited to performance, proficiency and demonstration of competencies required for the role. The base pay is just one component of The Hartford's total compensation package for employees. Other rewards may include short-term or annual bonuses, long-term incentives, and on-the-spot recognition. The annualized base pay range for this role is:
$98,400 - $147,600
Equal Opportunity Employer/Sex/Race/Color/Veterans/Disability/Sexual Orientation/Gender Identity or Expression/Religion/Age
About Us | Our Culture | What It's Like to Work Here | Perks & Benefits
$98.4k-147.6k yearly Auto-Apply 39d ago
Senior Portfolio Analyst
The Hartford 4.5
Hartford, CT jobs
Sr. Portfolio Analyst - BA07EE
We're determined to make a difference and are proud to be an insurance company that goes well beyond coverages and policies. Working here means having every opportunity to achieve your goals - and to help others accomplish theirs, too. Join our team as we help shape the future.
The Technology Strategy function is looking for highly skilled Agile SAFe Senior Portfolio Analyst. The Senior Portfolio Analyst will serve as a strategic partner within the Technology Strategy function, supporting enterprise-wide initiatives that drive transformation, innovation, and operational excellence. This role blends portfolio management, financial stewardship, and strategic execution to ensure alignment between technology investments and business outcomes. The analyst will work closely with senior leaders across the Office of the CIO, ACoE to enable data-driven decision-making and continuous improvement.
This role will have a
Hybrid work schedule,
with the expectation of working in an office - Hartford, CT 3 days a week (Tuesday through Thursday).
As an Agile SAFe Senior Portfolio Analyst, the role will focus on:
Strategy Planning and Execution
Assists with strategic management and optimization for the technology Portfolio.
Supports the prioritization of work and/or supports accountability for the products and solutions in the technology Portfolio
Supports planning and monitoring of Tech budgets to ensure alignment with strategic initiatives and/or objectives
Uses data to inform decisions on financial and/or investment manage to drive efficiency and create business value
Financial Accountabilities
Assist with Financial Operations includes assisting with department financials, including outlook locks, op planning, monthly reserving, capitalization, financial reporting supporting the CIO and business as needed, and various related items e.g. expense approver.
Workforce Accountabilities:
Assist in developing and maintaining a workforce strategy, inclusive of vendor partners, to achieve an optimum balance.
Provides support for data capture, metrics, measurement, ratios, projections around work force.
Understanding current and target team compositions, and path forward via hiring and other levers.
Portfolio Accountabilities
Contribute towards the identification and definition of development value streams across the portfolio and alignment to CIO areas technology roadmap.
Assist with establishing and maintaining an overall Technology portfolio view.
Provide support to prepare for portfolio health reviews, scorecards, MOR meetings.
Contribute toward creating a culture of continuous improvement and innovation, adopting Own IT,
Strong influencing skills and ability to build partnerships at various levels of the organization.
Strong financial acumen and knowledge of IT financial management practices.
Proven ability to build commitment and empower others, communicate with clarity, courage and timeliness.
Effective Communication Skills:
Written, Verbal, Presentation.
Strong understanding of Agile and Scaled Agile.
Strong knowledge of software development processes and procedures to understand team needs includes fundamentals of iterative and incremental development.
Three years of portfolio management experience or equivalent leadership experience.
Three years of industry experience preferred.
Experience with agile methodology and frameworks like Scrum, Kanban, etc. SAFe LPM certification a plus
Qualifications:
Strong financial acumen and knowledge of IT financial management practices.
Established understanding of Agile and Scaled Agile.
3 years of portfolio management experience or equivalent experience (Scrum Master, RTE, Agile Coach, etc.)
2+ experience with Agile methodology and frameworks like Scrum, Kanban, etc. SAFe LPM certification a plus
3 years of related industry experience preferred.
Strong knowledge of software development processes and procedures to understand team needs includes fundamentals of iterative and incremental development.
Effective Communication Skills: Written, Verbal, Presentation.
Strong influencing skills and ability to build partnerships at various levels of the organization.
Proven ability to build commitment and empower others, communicate with clarity, courage, and timeliness.
Candidate must be authorized to work in the US without company sponsorship. The company will not support the STEM OPT I-983 Training Plan endorsement for this position.
Compensation
The listed annualized base pay range is primarily based on analysis of similar positions in the external market. Actual base pay could vary and may be above or below the listed range based on factors including but not limited to performance, proficiency and demonstration of competencies required for the role. The base pay is just one component of The Hartford's total compensation package for employees. Other rewards may include short-term or annual bonuses, long-term incentives, and on-the-spot recognition. The annualized base pay range for this role is:
$98,400 - $147,600
Equal Opportunity Employer/Sex/Race/Color/Veterans/Disability/Sexual Orientation/Gender Identity or Expression/Religion/Age
About Us | Our Culture | What It's Like to Work Here | Perks & Benefits
$98.4k-147.6k yearly Auto-Apply 60d+ ago
Franklin Templeton Investment Solutions (FTIS) - Undergrad Intern
Franklin Templeton 4.8
Stamford, CT jobs
At Franklin Templeton, we're advancing our industry forward by developing new and innovative ways to help our clients achieve their investment goals. Our dynamic firm spans asset management, wealth management and fintech, offering many ways to help investors make progress toward their goals. Talented teams working around the globe bring expertise that's both broad and unique. And our welcoming, respectful and inclusive culture provides opportunities to help you reach your potential while helping our clients reach theirs.
Come join us in delivering better outcomes for our clients around the world!
2026 Undergraduate Summer Intern - Job Posting
Department Title: Undergrad Intern - Marketing & Communications (Franklin Templeton Investment Solutions - FTIS)
Position Summary:
The FTIS Marketing team develops and executes marketing strategies for Franklin Templeton Investment Solutions (FTIS), Franklin Templeton's multi-asset investment team. FTIS delivers customized, multi-asset solutions by leveraging Franklin Templeton's global capabilities and expertise from over 18 specialized investment teams, giving clients access to a broad range of strategies across public and private markets. Our marketing team leads thought leadership, client proposals, messaging, and digital marketing channels such as web, social media, and email to support FTIS' objectives.
This internship provides a hands-on opportunity to gain experience in digital marketing within a leading global asset management firm. The intern will work alongside experienced marketing professionals and gain exposure to cross-functional collaboration with investment, digital, and communications teams.
You will have the opportunity to:
• Contribute to real-world projects across web, social media, and email platforms.
• Learn how financial content is developed, distributed, and measured for impact.
• Be part of an innovative, fast-paced team that helps shape the digital presence of Franklin Templeton Investment Solutions.
Team Culture:
Our team is collaborative, creative, and strategic. We value curiosity, initiative, and teamwork. The environment is supportive and fast-moving, with open communication and shared goals. We partner with colleagues across marketing, investment, and communications to deliver cohesive, high-quality materials that strengthen FTIS profile and engagement with clients.
An intern in this department can expect to learn:
• How marketing initiatives are planned, executed, and analyzed.
• The fundamentals of social media management and content optimization.
• How to use digital analytics to measure engagement and performance.
• The process of developing and maintaining marketing materials and web content.
• How large organizations collaborate across functions to achieve marketing goals.
Key Responsibilities Can Include:
• Assisting with content creation, scheduling, and reporting for social media channels.
• Supporting updates and improvements to web pages and email campaigns.
• Helping to organize and maintain marketing assets and report on analytics dashboards.
• Researching industry trends and best practices in digital marketing.
• Collaborating with team members to support ongoing strategic initiatives.
Ideal Qualifications:
• Working toward a bachelor's degree in Marketing, Communications, Business, or a related field.
• Strong written and verbal communication skills.
• Interest in finance, investing, or digital media.
• Experience with Microsoft Office and familiarity with digital or social media platforms.
• Detail-oriented, organized, and eager to learn.
• Ability to work independently and collaboratively within a team environment.
Ready to make moves? Apply today!
Please be sure to attach your resume when submitting your application. Applications submitted without a resume will not be considered.
Due to the high volume of applications we receive, we may not be able to respond to each applicant individually. If you're interested in more than one internship, we encourage you to apply to all positions that align with your interests.
This is a full-time internship where students will work approximately 40 (dependent on state/location) hours per week and earn competitive hourly pay of $30 (dependent on location and function) USD per hour. There are several factors taken into consideration in making compensation decisions including but not limited to location, job-related knowledge, skills, and experience. At Franklin Templeton, we apply a total reward philosophy where all aspects of compensation and benefits are taken into consideration in determining compensation.
At Franklin Templeton, we're advancing our industry forward by developing new and innovative ways to help our clients achieve their investment goals. Our dynamic firm spans asset management, wealth management, and fintech, offering many ways to help investors make progress toward their goals. Our talented teams working around the globe bring expertise that's both broad and unique. From our welcoming, inclusive, and flexible culture to our global and diverse business, we provide opportunities to help you reach your potential while helping our clients reach theirs.
Experience our welcoming culture and reach your professional and personal potential!
Our culture is shaped by the variety of perspectives and experiences brought by talent from around the world. Regardless of your interests, lifestyle, or background, there's a place for you at Franklin Templeton. We provide employees with the tools, resources, and learning opportunities to help them excel in their career and personal life.
Franklin Templeton is an Equal Opportunity Employer. We are committed to providing equal employment opportunities to all applicants and employees, and we evaluate qualified applicants without regard to ancestry, age, color, disability, genetic information, gender, gender identity, or gender expression, marital status, medical condition, military or veteran status, national origin, race, religion, sex, sexual orientation, and any other basis protected by federal, state, or local law, ordinance, or regulation.
If you believe that you need an accommodation or adjustment to search for or apply for one of our positions, please send an email to accommodations@franklintempleton.com. In your email, please include the accommodation or adjustment you are requesting, the job title, and the job number you are applying for. It may take up to three business days to receive a response to your request. Please note that only accommodation requests will receive a response.
$30 hourly Auto-Apply 33d ago
Investment Analyst
Merritt Hospitality, LLC D/B/A HEI Hotels & Resorts 4.3
Norwalk, CT jobs
About Us HEI manages an unparalleled portfolio of leading full-service branded hotels and luxury and lifestyle independent hotels across the U.S. We are the acknowledged experts on upper-upscale, luxury, and premium select-serve hotels in urban, super-suburban, and destination locations. At HEI, we recognize that our enormous success is solely the result of our greatest asset: Our People. Where people work is a choice. Against that choice, our greatest obligation is to ensure day in and day out that our associates have the compensation and benefits they deserve and industry leading tools, training and support that they need to excel. At HEI, simply said, we honor the privilege of our associates choosing us by investing in and making them more valuable.
Don't meet every single requirement of this job? At HEI we are dedicated to building a diverse and inclusive workplace, so if you're excited about this role but your experience doesn't align perfectly with every qualification in the job description, we encourage you to still send in your information. You may be the perfect candidate for this or for other roles within our organization!
We value U.S. military experience and invite all qualified military candidates to apply.
Overview
The Analyst, Investments will receive extensive on-the-job training and work as integral part of the Investment/Business Development team in the areas of hotel acquisitions, disposition process, and 3rd party business development. The Junior Analyst, Investments will participate in portfolio management matters that include: monitoring and evaluating investment performance, liaising with professional advisors, interacting with Principals, and participating in strategy meetings. Occasional travel is limited throughout the US (
Job Responsibilities:
Supports market due diligence and underwriting program for potential acquisitions and 3rd party management opportunities; conducts, analyzes and summarizes research of market related to demand drivers, transactional trends, and target asset competitive set.
Drafts internal/external communications, memos and presentations with high levels of professional institutional quality as directed.
Assists in updating and building advanced Excel models and reports that evaluate investment opportunity, fundamental economic/industry outlook, and currently owned/operated assets.
Performs ad-hoc requests for investment community, industry and portfolio-related data and research
Maintains a level of knowledge of current portfolio operating performance and resourcefully incorporates it into the underwriting process to enhance accuracy.
Conducts ongoing research of the hotel industry to detect market trends and related information for analysis in defining investment strategies. Draws conclusions and makes recommendations based upon analysis.
Responsible for assembly and documentation of exhibits and supporting materials for transactional documents.
Assists with maintaining and organizing various databases and resources pivotal to the Investment group.
Drafts all initial inputs in the investment analysis and business plan for review and approval.
Participates in discussions in strategic meetings to discuss investment initiatives and pipeline.
Performs any other job related duties as assigned.
Qualifications:
Bachelor's Degree required, ideally with a focus on hospitality real estate.
1 year of experience in investment, financial banking or real estate.
Proven outstanding work and/or academic track record with a demonstrated history of achievement.
Some exposure to hospitality real estate investment, consulting experience in development, feasibility, hospitality operations, or similar roles (prior job or internships) is preferred.
Proven quantitative skills (e.g., economics, mathematics, etc.) with strong problem solving skills with demonstrated ability to take initiative and critically analyze processes and procedures in a push toward constant improvement
Knowledge of hotel operating metrics and performance capabilities.
Knowledge of major markets and ability to study then diagnose current supply/demand situation in these markets.
Proven ability to participate as a team player with other department members and key executives.
Proven ability to provide constructive feedback to all key contacts within the department.
Occasional travel is limited throughout the US (
Compensation
Salary Range: $85,000.00 - $100,000.00 Annually
Tipped/Service Charge Eligible? No
Discretionary Performance Bonus Eligible? Yes
Benefits
HEI Hotels and Resorts is committed to providing a comprehensive benefit program that offers you choices for your physical, mental and financial wellness, creating value in your most important investment - you!
For your physical and mental wellness we offer competitive Medical and Dental programs through Anthem Blue Cross Blue Shield as well as Vision insurance programs through EyeMed. Our Vacation, Sick and Holiday programs are available for you to rejuvenate with time off. HEI also provides pet insurance through the ASPCA. For your financial wellness, HEI provides a wide array of coverage, including Supplemental, Spousal and Child Life insurance as well as Short and Long-Term Disability plans. Our 401(k) Savings Plan with matching funds, and discounts through our 'YouDecide' and Hotel Room Discount programs provide additional incentives for choosing HEI as the employer of your future. Specific details and eligibility of these programs vary by location and employment status.
HEI Hotels and Resorts is an equal opportunity employer. We evaluate qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, and other legally protected characteristics.
$85k-100k yearly 3d ago
Associate, Investor Services
Graham Capital Management 4.6
Norwalk, CT jobs
Graham Capital Management, L.P. ("Graham") is an alternative investment manager founded in 1994 by Kenneth G. Tropin. Specializing in discretionary and quantitative macro strategies, Graham is dedicated to delivering strong, uncorrelated returns across a wide range of market environments. As one of the industry's longest-standing global macro and trend-following managers, Graham remains committed to innovation, evolving its strategies through a robust investment, technology, and operational infrastructure. Graham harnesses the synergies between its discretionary and quantitative trading businesses to offer a broad suite of complementary alpha strategies, each built on the principles of thoughtful portfolio construction, active risk management, and diversification by design. Graham invests significant proprietary capital alongside its clients - including global institutions, endowments, foundations, family offices, sovereign wealth funds, investment management advisors, and qualified individual investors - reinforcing alignment of interests across all strategies.
The foundation of Graham's sustainability and success is the experience and contributions of its people. The firm seeks to cultivate talent, encourage the diversity of ideas, and respect the contributions of all. In turn, each employee shares in the responsibility of strengthening those around them.
Description
Graham Capital Management, L.P. is seeking an seeking an Investor Services Associate to join its Investor Relations team. This individual will play a key role in supporting institutional and private wealth clients with a focus on client service and operational due diligence.
This role offers the opportunity to work cross-functionally across the firm's operational teams including Business Development, Marketing, Compliance, Legal, Fund Administration, Technology, and Trading Services and is suited for candidates with excellent communication skills, sound judgement, and a strong sense of accountability.
Responsibilities
Support the firm's response to investor operational due diligence reviews, including completion of DDQs, custom questionnaires, and follow-up queries.
Coordinate cross-functional responses and materials from internal teams (e.g., Legal, Compliance, Risk, Operations, and Technology) to ensure timely, accurate, and well-articulated deliverables.
Maintain and update investor-facing documents, operational due diligence materials, and standard templates for consistency and quality.
Partner with the broader Investor Relations team to help manage existing relationships and support new investor engagements.
Assist with meeting preparation and follow-up, including the creation of customized materials and internal briefing memos.
Manage investor information in the firm's CRM system, track diligence activities, and ensure proper documentation of client interactions.
Attend and support investor meetings and calls as needed.
Proactively contribute ideas and perspectives that help improve team processes, workflows, and client service capabilities.
Requirements
Bachelor's degree.
3-10 years of relevant experience within the alternative investments industry, ideally at a hedge fund.
Familiarity with hedge fund structures, fund operations, and due diligence requirements of institutional allocators.
A proactive and resourceful approach, with sound judgment and a willingness to take ownership.
Collaborative mindset and eagerness to learn; thrives in a team-oriented culture that values shared success.
Exceptional attention to detail and strong organizational and project management skills.
Excellent written and verbal communication skills.
Proficiency in Microsoft Office (Excel, Word) and experience with CRM systems.
(Preferred) Prior operational due diligence or client service experience at a hedge fund.
Series 3 will be required after joining.
This role requires commuting into our Rowayton CT office Mondays through Fridays.
Base Salary Range
The anticipated base salary range for this position is $120,000 to $165,000. The anticipated range is based on information as of the time this post was generated and does not include any discretionary bonus or benefits (see eligibility below). The applicable annual salary or hourly rate paid to a successful applicant will be determined based on multiple factors, including without limitation the nature and extent of prior experience, skills, and qualifications. This wage range may be modified in the future.
In addition, the employee who fills this role will be eligible for a discretionary annual bonus, as well as a wide array of benefit programs, such as medical and life insurance, 401(K) plans, and access to other healthcare programs.
Notes:
No amount of pay is considered to be wages or compensation until such amount is earned, vested, and determinable. The amount and availability of any bonus, benefits, or any other form of compensation that a particular employee may be eligible for remains in the Company's sole discretion unless and until paid and may be modified at Graham's sole discretion, consistent with the law.
Graham is committed to providing equal employment opportunity to all employees and applicants for employment without regard to their race, color, religious creed, gender, age, national origin, ancestry, alienage, citizenship status, handicap, disability, marital status, sexual orientation, gender identity, pregnancy, childbirth or other related conditions, military status, genetic information, or any other personal characteristics protected by applicable law. This policy applies to all terms and conditions of employment, including hiring, placement, promotion, layoff, termination, transfer, leave of absence and compensation.
$120k-165k yearly Auto-Apply 1d ago
Investment Accounting Senior Analyst
American International Group 4.5
Wilton, CT jobs
Who we are AIG, Inc. is a leading provider of insurance products and services for commercial and personal insurance customers. It includes one of the world's most far-reaching property casualty networks. AIG, Inc. ("AIG") offers a broad range of products to customers through a diversified, multichannel distribution network. Customers value AIG's strong capital position, extensive risk management and claims experience and its ability to be a market leader in critical lines of the insurance business.
Corporate Finance - Investment Accounting
The Investment Accounting group at AIG is responsible for the accounting and reporting for AIG's Invested Assets of over $95 billion a comprised primarily of fixed maturity securities and includes private equity, hedge funds, commercial/residential loans and equity securities. In addition, AIG's derivative portfolio consists primarily of foreign exchange derivatives but also includes interest rate and other derivative instruments.
The Investment Accounting group's specific responsibilities include reconciliation of transactional data from various sub-ledgers to the general ledger and ultimately AIG's financial statements as well as all related external reporting for investments (10Q/K, Financial Supplement, STAT Audited Financials, Investment NAIC reporting and various government regulatory reports). AIG has multiple legal entities around the globe.
The team is also responsible for establishing the accounting for new transactions or new investment products, implementation of new GAAP and STAT accounting standards as it relates to invested assets, the implementation of new accounting systems as it relates to invested assets, and management of the risks, controls and AIG audit as it relates to investments and supporting Investment FP&A.
Responsibilities
* Execute and manage accounting processes related to the monthly and quarterly accounting close to ensure accuracy of AIG's invested assets data of certain international entities
* Support the preparation of certain Investment disclosures for AIG 10Q/K and Financial Supplement, including as appropriate the Investment, Lending, Fair Value, VIE Footnotes and Investment MD&A
* Assist with the implementation of process improvements and new systems, in coordination with other areas of the department/organization
* Point of contact and support for the various business unit and corporate controllers
* Coordinate with various areas in the organization to develop an understanding of new investment transactions and to provide guidance/support that ensures the accounting results from these investments are accurately recorded in the AIG ledgers
* Perform ad-hoc analytical requests
Requirements
* Bachelor's degree in accounting or finance
* 2 to 3 years' experience in accounting and reporting for investment products
* Understanding of investment products and accounting treatment for fixed maturity, equity, cash equivalent and alternative investments
* Working knowledge of Generally Accepted Accounting Principle (GAAP) and the recording of investments-related journal entries
* Experience with foreign currency remeasurement and translation
* Strong analytical skills, including experience performing investment data analysis including commentary
* High level of competency using Microsoft Excel including pivot tables and formulas to create/manage investment data and perform analysis
* Ability to work collaboratively with teams in multiple locations
* Ability to balance multiple projects at once, to prioritize appropriately, and to approach the work with a sense of urgency and strong attention to detail to produce high quality results in a time sensitive environment
* Team-player mindset geared towards process improvements and the implementation of accounting controls to ensure consistency and data quality of the team's financial output
* High level of motivation and initiative, ability to work independently, including strong organizational skills
* Comfort level working within a dynamic and complex organizational structure
* Excellent interpersonal skills with ability to maintain relationships at all levels within the organization
* Strong written and verbal communication skills; ability to communicate effectively with staff, peers, and other external and internal audiences
* Computer proficiency with a strong working knowledge of Microsoft Office, database experience a plus
The base salary range for this position is $87,000-$109,000. In addition, the position is eligible for a bonus in accordance with the terms of the applicable incentive plan. In addition, we're proud to offer a range of competitive benefits, a summary of which can be viewed here: US Benefits
At AIG, we value in-person collaboration as a vital part of our culture, which is why we ask our team members to be primarily in the office. This approach helps us work together effectively and create a supportive, connected environment for our team and clients alike.
Enjoy benefits that take care of what matters
At AIG, our people are our greatest asset. We know how important it is to protect and invest in what's most important to you. That is why we created our Total Rewards Program, a comprehensive benefits package that extends beyond time spent at work to offer benefits focused on your health, wellbeing and financial security-as well as your professional development-to bring peace of mind to you and your family.
Reimagining insurance to make a bigger difference to the world
American International Group, Inc. (AIG) is a global leader in commercial and personal insurance solutions; we are one of the world's most far-reaching property casualty networks. It is an exciting time to join us - across our operations, we are thinking in new and innovative ways to deliver ever-better solutions to our customers. At AIG, you can go further to support individuals, businesses, and communities, helping them to manage risk, respond to times of uncertainty and discover new potential. We invest in our largest asset, our people, through continuous learning and development, in a culture that celebrates everyone for who they are and what they want to become.
Welcome to a culture of inclusion
We're committed to creating a culture that truly respects and celebrates each other's talents, backgrounds, cultures, opinions and goals. We foster a culture of inclusion and belonging through learning, cultural awareness activities and Employee Resource Groups (ERGs). With global chapters, ERGs are a cornerstone for our culture of inclusion. The talent of our people is one of AIG's greatest assets, and we are honored that our drive for positive change has been recognized by numerous recent awards and accreditations.
AIG provides equal opportunity to all qualified individuals regardless of race, color, religion, age, gender, gender expression, national origin, veteran status, disability or any other legally protected categories.
AIG is committed to working with and providing reasonable accommodations to job applicants and employees with disabilities. If you believe you need a reasonable accommodation, please send an email to *********************.
Functional Area:
FA - Finance
AIG Employee Services, Inc.