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  • Senior Portfolio Analyst -- Structured Products

    Venerable 4.2company rating

    West Chester, PA jobs

    As a Senior Portfolio Analyst this role requires your understanding of various aspects of the investment portfolio, investment strategies, and risk analysis as well as interfacing with external investment managers, internal business partners and senior leadership. Venerable currently adheres to a 3 day in-office/2 days work from home hybrid work schedule. Work location is at our West Chester, PA office. Primary responsibilities will involve comprehensive support and contributions to the management of the investment portfolios of Venerable which includes: Support regular surveillance efforts of the Structured Products and Whole Loan portfolios for reporting to internal/external stakeholders. Development and enhancement of asset portfolio processes to ensure accuracy across cash flow models and attribute book yields under Statutory accounting framework. Development and enhancement of new and existing investment portfolio dashboards and asset reporting. Partnership with internal data teams to provide information flow for portfolio analysis and quality assurance of mission-critical data inputs. Demonstrating understanding of key factors of investment income and yield component of earnings, capital, or other financial metrics and communicate results as needed. Supporting oversight of compliance with the Investment Management Agreements with external investment managers as well as compliance with any Investment Guidelines and Investment Policies. Understanding of relative value and investing under an insurance capital framework. Interfacing with Risk, Investment Operations, Treasury, and Finance teams as needed. Maintaining understanding of product liability structures, asset-liability management needs and relevant legal entity structure, including Reinsurance trusts. Analyzing cash flow, duration or other ALM needs and assisting the Portfolio Manager in incorporating needs into investment strategies and investment portfolio management. Contributing to liquidity management, including monitoring daily liquidity needs and the Reinsurance Trusts, recommending and implementing actions needed to maintain appropriate levels of liquidity, interfacing with Treasury on short and long-term cash needs and projections, and maintaining potential FHLB borrowing program. Sustaining knowledge concerning industry or peer activities and trends relating to Insurance investment portfolios, demonstrating an understanding of the implications for Venerable. Key Required Qualifications: Minimum 2 - 5 years as a Structured Products and/or Real Estate Portfolio Analyst. Bachelor's degree in Business, Finance, Risk Management, Actuarial Science, Data Analytics, or related field. Experience with one or more of the following asset classes required: ABS, CLOs, CMBS, RMBS, Commercial/Residential mortgage whole loans. Knowledge of asset-liability management, insurance company regulations, and insurance capital frameworks, variable annuity products/liabilities a plus. Experience with Intex and Bloomberg preferred; Clearwater and BlackRock Aladdin a plus. Highly analytical, strong oral and written communication skills, detail-oriented with strong problem-solving skills, able to work in fast-paced entrepreneurial environment. Chartered Financial Analyst or progress towards CFA designation or Actuarial designation a plus. Please note: The use of AI tools (such as ChatGPT or similar platforms) during interviews is not permitted without the prior approval of Venerable, as the use of such tools may interfere with company confidentiality, misrepresent a candidate's skills and experience or otherwise conflict with Venerable's hiring policies. If you are selected for an interview and a reasonable accommodation is needed, please notify the Venerable Human Resources recruiter aligned to the open position in which you are interviewing for. If Venerable, in in its sole discretion, determines that AI is being used during an interview without prior approval, Venerable reserves the right to end the interview early and/or disqualify a candidate. #LI-MB01 Venerable Values: Every position at Venerable has responsibility for living out the company's values as described here: We are Courageous - We think critically, ask "why?" and seek out creative solutions. We are Curious - We take calculated risks, learn from out failures, and challenge traditional ways of thinking. We are Connected - We are connected to each other, our customers and our community. Please note: The use of AI tools (such as ChatGPT or similar platforms) during interviews is not permitted without the prior approval of Venerable, as the use of such tools may interfere with company confidentiality, misrepresent a candidate's skills and experience or otherwise conflict with Venerable's hiring policies. If you are selected for an interview and a reasonable accommodation is needed, please notify the Venerable Human Resources recruiter aligned to the open position in which you are interviewing for. If Venerable, in its sole discretion, determines that AI is being used during an interview without prior approval, Venerable reserves the right to end the interview early and/or disqualify a candidate.
    $84k-137k yearly est. Auto-Apply 46d ago
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  • Corporate Access Analyst

    Wellington Management Company, LLP 4.9company rating

    Boston, MA jobs

    About Us Wellington Management offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our investment solutions, tailored to the unique return and risk objectives of institutional clients in more than 60 countries, draw on a robust body of proprietary research and a collaborative culture that encourages independent thought and healthy debate. As a private partnership, we believe our ownership structure fosters a long-term view that aligns our perspectives with those of our clients. About the Role THE COMPANY Tracing our roots to 1928, Wellington Management is one of the world's largest independent investment management firms. With more than US$1 trillion in assets under management as of 30 June 2018, we serve as a trusted adviser to institutional clients and mutual fund sponsors in over 50 countries. Our innovative investment solutions are built on the strength of proprietary, independent research and span nearly all segments of the global capital markets, including equity, fixed income, multi-asset, and alternative strategies. As a private partnership whose sole business is investment management, our long-term views and interests are aligned with those of our clients. We are committed to attracting a talented and diverse workforce, and to fostering an open, collaborative culture of inclusivity because we believe multiple perspectives lead to more informed investment and business decisions. As an Equal Opportunity Employer, we welcome people with diverse life experiences, fresh ideas, and specialized subject-matter expertise. Position Based in Boston, the Corporate Access Analyst will be responsible for developing and executing corporate access events across the Americas region. The role is responsible for the coordination and management of access to corporates, experts and government entities. This will include on- and off-site meetings, site visits, conference calls, roadshows, investment conferences and ultimately bespoke field trips. This is a hands-on role requiring ownership of the day-to-day coordination between our investment professionals and corporates. The Corporate Access Analyst will engage with investors, proactively suggest agendas and itineraries, as well as represent the firm with Investor Relations when appropriate. RESPONSIBILITIES Specific responsibilities include: * Centralize and coordinate corporate access activity throughout the Americas region * Work closely with sell-side counterparts to manage corporate access activity * Engage with the Investor Relations community directly to strengthen Wellington's corporate partnerships * Problem solve and liaise with our research providers to create the best possible conference schedules for our investment professionals * Develop and utilize technology to enhance management of the corporate access process * Work closely with global counterparts in other geographical locations to provide corporate access updates and opportunities * Engage with all investment professionals across the region, gaining an understanding of their requirements QUALIFICATIONS * 3-5 Years of Corporate Access Experience * Strategic, proactive, and highly motivated * Strong relationship-building skills with investment professionals and external stakeholders * Excellent written and verbal communication * Ability to work independently and collaboratively in a fast-paced environment * Exceptional attention to detail and consistent follow-through; accuracy with all work is essential * Strong organizational skills; able to prioritize and manage multiple tasks simultaneously * Composed and diplomatic under pressure, with the confidence to advocate for sound decisions in high-visibility situations * Proficiency in Excel, Adobe and database tools preferred Not sure you meet 100% of our qualifications? That's ok. If you believe that you could excel in this role, we encourage you to apply and welcome a chance to review your background. We are dedicated to building and maintaining a diversified workforce and considering a broad array of candidates with a variety of skill, workplace experiences, and backgrounds. As an equal opportunity employer, Wellington Management ensures that all qualified applicants will receive equal consideration for employment without regard to race, color, sex, sexual orientation, gender identity, gender expression, religion, creed, national origin, age, ancestry, disability (physical or mental), medical condition, citizenship, marital status, pregnancy, veteran or military status, genetic information or any other characteristic protected by applicable law. If you are a candidate with a disability, or are assisting a candidate with a disability, and require an accommodation to apply for one of our jobs, please email us at **********************************. At Wellington Management, our approach to compensation is designed to help us attract, inspire and retain the best talent in our industry. We strive to pay employees fairly and competitively across all levels and roles. Our approach to compensation considers all aspects of total compensation; all employees are eligible to receive salary, variable compensation, and benefits. The base salary range for this position is: USD 80,000 - 150,000 This range takes into account the wide range of factors that are considered when making compensation decisions, including but not limited to skill sets; role; skills and experience; certifications; and education. This range is an estimate, and further details on salary and total compensation aspects will be shared with candidates during the recruitment process. Base salary is only one component of Wellington's total compensation approach. Other rewards may include a discretionary Corporate Bonus and/ or Incentives, if eligible. In addition, we offer a comprehensive and high value benefit package to meet the unique needs of our employees and their families, and we are committed to fostering a flexible work environment that enables employees to thrive personally and professionally. Examples of our benefits include retirement plan, health and wellbeing, dental, vision, and pharmacy coverage, health savings account, flexible spending accounts and commuter program, employee assistance program, life and disability insurance, adoption assistance, back-up childcare, tuition/CFA reimbursement and paid time off (leave of absence, paid holidays, volunteer, sick and vacation time) We believe that in person interactions inspire and energize our community and are essential to our culture. In support of this commitment, our employees work from our offices 4 days a week with flexibility to work remotely 1 day a week. We believe that this approach ultimately supports our mission to deliver investment excellence to our clients and their beneficiaries over the long term.
    $74k-106k yearly est. Auto-Apply 13d ago
  • Investment Analyst

    Glenmede Trust Co 4.6company rating

    Philadelphia, PA jobs

    Empowering Financial Futures. For more than 65 years, Glenmede's independent ownership, innovation and unwavering commitment to our clients have made us a trusted partner for private wealth, endowment & foundation, and investment management clients. Our people are invaluable. Through a team-oriented environment, your knowledge, expertise and varied backgrounds contribute to thoughtful innovation. Our culture fosters opportunities for continuous career growth and development in all areas of the organization. Working at Glenmede, you will experience the infrastructure and resources of a large firm combined with the client and employee focus of an independently owned boutique. This position will operate in a hybrid work environment, 4 days per week in the office (Philadelphia, PA). Endowments & Foundations: Empowering our clients to achieve their mission and make a lasting impact. Every endowment and foundation has a distinct set of values and a defining mission. As a long-standing partner, we share in those values, fully align with your vision and work as one to bring you innovative investment and advisory solutions. With the same goals in mind, we will work together to help position your assets for growth and support your organization to deliver on its commitments. OVERVIEW: The Endowment and Foundation (E&F) investment team manages over $11 billion in assets on behalf of clients. The investment research analyst role is an outstanding opportunity for you to gain experience investing across asset classes, such as public equities, fixed income, hedge funds, real assets (real estate and natural resources), and private equity, as part of a world class investment team. You will work with Investment Directors and Associate Directors in all asset classes performing market research, manager due diligence, performance and risk analysis. RESPONSIBILITIES: Due Diligence. Conduct due diligence on prospective opportunities, including analysis of investment strategy, process, organization, portfolio positions, and performance. Monitor and evaluate current portfolio positions, focused on organizational changes, performance, and risks of the invested fund managers. Analysis. Complete analytical reviews of strategies and asset classes. Stay abreast of market conditions and developments that may affect investment holdings and strategies. Contribute to Glenmede's thought leadership published research. Client Service. Build a strong relationship network among investment funds and peers. Portray Glenmede and our clients as a desired investor to top-tier investment managers. Participate as needed in client meetings. Firm Building. Assisting in building the team's reputation for professional excellence and credibility throughout the investment management community. Coordinate as needed with our internal research groups. Demonstrate by example high levels of ethics, professionalism, and teamwork. Perform additional duties as assigned; duties, responsibilities, and activities may change at any time with or without notice. REQUIRED QUALIFICATONS: Bachelor's degree required 0-2 years of work experience PREFERRED QUALIFICATONS: Strong quantitative and qualitative problem-solving and research abilities Strong verbal and written communication skills Insatiable curiosity and desire for continuous self-improvement Proficiency in Excel and ability to learn new technology quickly Headquartered in Philadelphia, PA, Glenmede has 9 office locations in the US. For further information, please visit ************************ Our Benefits Overview: -Competitive health and welfare benefits, including company HSA contributions -Numerous voluntary benefit choices available -Superior 401k match -Tuition reimbursement -Company subsidized commuter benefits -Generous paid time off, including parental leave -Plus more! Glenmede is an Equal Opportunity Employer and Prohibits Discrimination and Harassment of Any Kind: Glenmede is committed to the principle of equal employment opportunity for all employees and applicants and to providing employees with a work environment free of discrimination, retaliation, and harassment. All employment decisions, including hiring decisions, at Glenmede are based on business needs, job requirements and individual qualifications in full compliance with all local, state and federal laws prohibiting discrimination on the basis of any status protected by the laws or regulations in the locations where we operate. Glenmede will not tolerate discrimination or harassment based on any of these characteristics. **************************************************** ** We are not seeking agency assistance with this role. No agencies, third parties, or phone calls, please. Glenmede is not accepting unsolicited resumes from search firms. All resumes submitted by search firms to any employee at Glenmede via-email, the Internet, or directly without a valid written search agreement will be deemed the sole property of Glenmede, and no fee will be paid in the event the candidate is hired by Glenmede. #LI-Hybrid
    $88k-149k yearly est. Auto-Apply 60d+ ago
  • Investment Analyst- Manager Research Group

    Glenmede Trust Co 4.6company rating

    Philadelphia, PA jobs

    Empowering Financial Futures. For more than 65 years, Glenmede's independent ownership, innovation and unwavering commitment to our clients have made us a trusted partner for private wealth, endowment & foundation, and investment management clients. Our people are invaluable. Through a team-oriented environment, your knowledge, expertise and varied backgrounds contribute to thoughtful innovation. Our culture fosters opportunities for continuous career growth and development in all areas of the organization. Working at Glenmede, you will experience the infrastructure and resources of a large firm combined with the client and employee focus of an independently owned boutique. This position will operate in a hybrid work environment, 3 days per week in the office (Philadelphia, PA). OVERVIEW: This Investment Analyst position is part of the Manager Research Group (MRG), a team responsible for monitoring and sourcing public market investments through external managers and vehicles for our clients. This individual will primarily be responsible for assisting the group with manager searches, analysis, market research, and ongoing monitoring of investments for our clients. Additionally, this individual will develop and maintain industry relationships and may be asked to represent the MRG or the firm internally or externally. RESPONSIBILITIES: Research & Analysis Assist in conducting searches for new investments for inclusion in client portfolios, via qualitative and quantitative analysis. Monitor existing managers to ensure the investment proposition is still attractive and risks are within expectations. Quarterly Updates & Reporting Compile quarterly updates from each investment firm and maintain an internal database. This may include running portfolio attribution reports, performance estimates and positioning for managers on the platform. Produce analysis and content for client reporting, investment recommendations, and ad hoc reporting. MRG Team Support Assist with preparation of the Manager Research Investment Committee materials on monthly basis. Assist in scheduling investment meetings with current and prospective investment firms. This will involve handling inbound and outbound calls, calendar management/meeting scheduling, developing an understanding of potential investment strategies, recording information in MRG's research database and providing updates. Relationship Management Support Respond to ad-hoc requests from the firm's relationship managers and specialists as well as other members of the team. Assist with providing client service in response to both internal and external requests. Firm Building Active engagement in department-specific and firm-wide initiatives to expand capabilities, create solutions to unmet business needs, improve client experience, or develop more efficient processes. Contribute to the advancement of team, office, and business capabilities. Participate in ad hoc projects requested by management. REQUIRED QUALIFICATIONS: Bachelor's degree, preferably in economics or finance 0-2 years of work experience, at least one internship in financial services or a related field PREFERRED QUALIFICATIONS: Passionate about investing; deep knowledge of financial markets Proficient in Microsoft Word, PowerPoint, and Excel Detail-oriented with the ability to effectively prioritize time and manage multiple tasks Strong written and oral communication skills Strong analytical and investigative skills Excellent client service orientation, responds to requests promptly Ability to interact with other team members on shared goals and objectives Ability and willingness to travel as needed Headquartered in Philadelphia, PA, Glenmede has 9 office locations in the US. For further information, please visit ************************ Our Benefits Overview: -Competitive health and welfare benefits, including company HSA contributions -Numerous voluntary benefit choices available -Superior 401k match -Tuition reimbursement -Company subsidized commuter benefits -Generous paid time off, including parental leave -Plus more! Glenmede is an Equal Opportunity Employer and Prohibits Discrimination and Harassment of Any Kind: Glenmede is committed to the principle of equal employment opportunity for all employees and applicants and to providing employees with a work environment free of discrimination, retaliation, and harassment. All employment decisions, including hiring decisions, at Glenmede are based on business needs, job requirements and individual qualifications in full compliance with all local, state and federal laws prohibiting discrimination on the basis of any status protected by the laws or regulations in the locations where we operate. Glenmede will not tolerate discrimination or harassment based on any of these characteristics. **************************************************** ** We are not seeking agency assistance with this role. No agencies, third parties, or phone calls, please. Glenmede is not accepting unsolicited resumes from search firms. All resumes submitted by search firms to any employee at Glenmede via-email, the Internet, or directly without a valid written search agreement will be deemed the sole property of Glenmede, and no fee will be paid in the event the candidate is hired by Glenmede. #LI-Hybrid
    $88k-149k yearly est. Auto-Apply 60d+ ago
  • Analyst, Advisory Associate

    FS Investments 3.4company rating

    Philadelphia, PA jobs

    Associates will participate in our Internal Advisory Consultant Sales Training program, which is designed to educate and train colleagues to develop into an internal wholesaler role. Extensive training on our sales process, along with education on the complexities of alternative investment products, private debt, and equity markets will be provided. This is an entry level role for motivated candidates who are interested in a sales career within financial services. The Advisory Associate is an integral part of the business development and distribution team. This role partners and supports business development team members, who are composed primarily of internal and external sales professionals. THE SUCCESSFUL CANDIDATE IS EXPECTED TO: - Participate in training to learn and master techniques of the Consultative Selling Process to move prospects, qualify leads, and sell within assigned territories. - Become a trusted consultant and relationship manager by establishing trust, credibility, and rapport with Future Standard sales professionals and assigned advisors. - Maintain prospect database and assist with call campaigns, events, meetings, and scheduling efforts. - Utilize and leverage video technologies to promote Future Standard funds. - Coordinate with Marketing as it relates to email campaigns, product messaging and support materials. - Develop ongoing financial acumen as it pertains to the complexities of the securities industry, alternative investments, and private debt/equity markets. QUALIFITCATIONS: - Bachelor's degree required. - Genuine interest in sales, wholesaling, and the investment management industry. - FINRA SIE, Series 7 & Series 63 licenses required, will need to obtain within the first 90 days of employment. - Effective and professional verbal and written communication skills. - Intellectual curiosity with the ability to apply what is learned; willing to develop effective persuasion, relationship management, and interpersonal skills - Ability to operate comfortably and effectively in a fast-paced, team-oriented environment. - Working knowledge of Microsoft Office. Familiarity with database management tools such as Salesforce and Tableau. - Desire and ability to obtain advanced financial designations. - Strong organizational skills and the ability to track and manage sales activities. **This is an on-site role at Philadelphia headquarters. Must be able to commute to the Philadelphia office. Future Standard is a global alternative asset manager serving institutional and private wealth clients, investing across private equity, credit and real estate. With a 30+ year track record of value creation and over $86 billion in assets under management, we back the business owners and financial sponsors that drive growth and innovation across the middle market, transforming untapped potential into durable value. Future Standard is an Equal Opportunity Employer. Future Standard does not accept unsolicited resumes from recruiters or search firms. Any resume or referral submitted in the absence of a signed agreement is property of Future Standard and no fee will be paid.
    $66k-113k yearly est. Auto-Apply 10d ago
  • Investment Analyst

    First Industrial 4.5company rating

    West Chester, PA jobs

    Responsible for financial analysis of prospective acquisitions/developments and preparation of investment memos for proposed transactions. Essential Job Functions Prepares detailed budgeting and projections of net operating income and cash flow utilizing financial modeling software (ARGUS and Excel). Conducts market research and analysis to provide a basis for assumptions used in financial modeling for prospective developments/acquisitions. Interacts with regional offices, management, teammates across disciplines of the company, consultants, brokers, and other market participants to gather/verify research, modeling assumptions/costs, and conclusions. Prepares investment memos for submission to Market Leaders, CEO, CIO and other senior management, as applicable, for pursuit cost approval of potential transactions. Assist in preparing annual investment budgets and in general strategic planning initiatives. Performs administrative functions, including updating investment database and pipeline/status reports and special projects as assigned. Out-of-town travel is an essential job function. Performs other duties as assigned, some of which may be essential to the job. Knowledge, Skills, and Abilities Knowledge of basic finance principles at a level normally acquired through completion of a Bachelor's degree in finance. Must have the ability to analyze and understand leases, operating statements, purchase contracts, letters of intent, and financial statements, as well as a general understanding of credit and capital markets. At least one to two years of finance- or real estate-related experience with similar job requirements, a plus. Must have a thorough understanding of financial modeling, including the production of cash flow models, cash-on-cash yield, IRR analysis, and discounted cash flow valuations. Experience with and high-level understanding of real estate principles, terminology, and financial modeling using ARGUS and EXCEL is required. Excellent interpersonal and telephone communication skills. Strong organizational and written communication skills, including ability to prepare, edit, proofread, and check accuracy of documentation and presentations. Strong computer skills necessary to prepare and adjust financial models, enter and manipulate words/data, and use standard microcomputer-based software to communicate with others, prepare documentation, and/or analyze data. Attention to detail is required; accuracy of financial modeling is critical to making correct investment decisions. Physical and Other Requirements Work requires regularly sitting for extended periods of time when working with computer system. Work is performed in a normal office environment where there are relatively few physical discomforts due to dust, dirt, noise, and the like. Internal Contacts: Interface with all departments within company to gather and exchange information to discuss results of financial research and analysis. External Contacts: Brokers, attorneys, consultants and tenants to obtain or exchange information related to research, analysis, and due diligence. How to Apply To apply for this position, please visit ****************************** and submit a resume and cover letter through our “Careers” section. Equal Employment Opportunity First Industrial Realty Trust, Inc. is an Equal Opportunity Employer Committed to Diversity, M/F/D/V
    $77k-115k yearly est. Auto-Apply 60d+ ago
  • 2026 Analyst, Investment Team

    LLR Partners 3.7company rating

    Philadelphia, PA jobs

    LLR Partners is looking for an Analyst to join its Investment Team to start full time in Summer 2026. In this role you will be an integral part of our team of investment professionals who help to grow and manage our compelling portfolio of companies. We believe this is an exciting opportunity for the right individual to join an exciting and dynamic firm, while having a compelling career with significant up-side and potential. Accountabilities This individual will be an integral member of the deal team. Key responsibilities include: Constructing and reviewing detailed financial and operating models to support potential investment opportunities Performing and tracking the due diligence process for each investment Assisting with the development of internal deal approval memorandums, term sheets and letters of intent Conducting detailed industry research to support investment due diligence Identifying, developing and executing plans to source potential investment opportunities Drafting investor communications including periodic updates on portfolio performance Provide ongoing monitoring of assets with the firm's portfolios including review of monthly operating results and performance Establish and maintain relationship with industry, trade and professional organizations to enhance visibility of the firm and its portfolio companies in the marketplace Interface daily with Managing Directors and Portfolio Company CEO's, CFO's and Board of Directors members, providing business related analysis and guidance Develop and help implement strategies for specific portfolio companies to increase revenue, improve operations, strengthen financial controls, and increase shareholder value Skills and Requirements The ideal candidate is a motivated self-starter and team player who can function in an entrepreneurial atmosphere with minimal supervision. Strong analytical background including both finance and accounting skills, excellent communication skills and a high level of maturity are essential. Qualified candidates should also possess the following: Rising Senior graduating in December 2025 or May 2026 with a bachelor's degree from a top-tier university with exceptional academic achievement Internship experience with a leading investment bank and or private equity firm Mature, professional self-starter willing to accept a large amount of responsibility Strong work ethic, positive attitude and enthusiasm for the role Extensive financial modeling skills and experience in Excel Strong interpersonal and communication skills Clear, concise writing skills Exposure to enterprise software preferred but not required LLR Partners is a lower middle market private equity firm focused on investing in software and tech-enabled companies within the knowledge economy. Founded in 1999 and headquartered in Philadelphia, LLR has raised over $7.5 billion across seven funds and has partnered with over 130 companies. LLR believes in creating value through partnership by providing flexible capital, strategic guidance and sector insight to help companies grow every day. LLR Partners is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics. If you need assistance or an accommodation due to a disability, you may contact us at ******************
    $96k-159k yearly est. Auto-Apply 60d ago
  • Summer 2027 Investment Team Analyst

    LLR Partners 3.7company rating

    Philadelphia, PA jobs

    LLR Partners is hiring Summer Analysts to join its investment team during the summer of 2027. This ten-week program is designed for undergraduate students who will complete their degree in December 2027 or May 2028. The position offers exceptional candidates the opportunity to receive invaluable exposure to the private equity industry and a practical introduction to the areas of financial and valuation analysis, operational management and leadership development. Candidates will have the opportunity for significant interaction with senior members of the firm as well as the executive management teams of current and prospective portfolio companies. Based on performance and business need, successful summer analysts will have the potential to receive a full-time offer of employment with LLR Partners upon graduation. Accountabilities As a summer analyst at LLR, you will be an integral member of the deal team that you are assigned to for the duration of the 10-week internship. Key responsibilities include: Constructing and reviewing detailed financial and operating models to support potential investment opportunities. Assisting in the due diligence process for investments. Conducting detailed industry research to support investment due diligence. Identifying, developing and executing plans to source potential investment opportunities. Drafting investor communications including periodic updates on portfolio performance. Assist in monitoring of assets with the firm's portfolios including review of monthly operating results and performance. Developing strategies for specific portfolio companies to increase revenue, improve operations, strengthen financial controls, and increase shareholder value. Skills and Requirements The ideal candidate is a motivated self-starter and team player with a demonstrated interest in pursuing a career in private equity post-graduation. Superior academic track record at a U.S. institution with an expected graduation date in December 2027 or May 2028 Strong analytical background and understanding of financial & accounting concepts Excellent communication and interpersonal skills Motivated self-starter and team-player Demonstrated interest in private equity through internships and/or extracurricular activities Prior internship experience with a leading investment bank, private equity firm, accounting firm or consulting firm is preferred Willingness to relocate to Philadelphia for the summer LLR Partners is a lower middle market private equity firm focused on investing in software and tech-enabled companies within the knowledge economy. Founded in 1999 and headquartered in Philadelphia, LLR has raised over $7.5 billion across seven funds and has partnered with over 130 companies. LLR believes in creating value through partnership by providing flexible capital, strategic guidance and sector insight to help companies grow every day. LLR Partners is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics. If you need assistance or an accommodation due to a disability, you may contact us at ******************
    $96k-159k yearly est. Auto-Apply 55d ago
  • PGIM: 2027 Public Fixed Income, Summer Investment Analyst Program (Credit Research Group)

    PGIM 4.5company rating

    Newark, NJ jobs

    Job Classification: Investment Management - Investments PGIM: 2027 Public Fixed Income, Summer Investment Analyst Program (Credit Research Group) PGIM is the diversified asset management business of Prudential Financial, Inc. (NYSE: PRU). With $1.3 trillion in assets under management, and 41 offices spanning 20 countries, PGIM is among the world's leading asset managers. PGIM offers a distinct workplace culture that aligns with the firm's ultimate objective: to provide premier service to our clients while fostering an inclusive workplace culture that is rooted in trust, respect, and equality. PGIM was ranked #3 in Pensions & Investments Best Places to Work in Money Management in 2023. PGIM Public Fixed Income is a global asset manager offering active solutions across all fixed income markets with offices in Newark, NJ, London, Amsterdam, Paris, Sydney, Singapore, Munich, Zurich, Hong Kong, and Tokyo. As of March 31, 2025, PGIM Public Fixed Income has $862 billion of assets under management including $429 billion in institutional assets, $196 billion in retail assets, and $237 billion in proprietary assets. Over 1100 institutional clients have entrusted PGIM Public Fixed Income with their assets. Timeline: Program Dates: Monday, June 7th, 2027 - Friday August 13th, 2027 Application Deadline: Friday, January 30th, 2026 at midnight ET (We review applications on a rolling basis and reserve the right to close earlier based on volume or role availability.) What you can expect: If selected for this opportunity, you would: * Be assigned to work with a senior member of the research group covering companies in a specific industry or industries. You would perform fundamental investment analysis, identify value within issuer capital structures and industry sectors, and communicate investment recommendations to portfolio managers. * You would contribute to fundamental credit analysis that is an integral component of the portfolio construction process. * The analyst role involves regular interaction with the management of issuing companies, industry consultants, and Wall Street counterparts. * Analysts would be exposed to our comprehensive investment capabilities across the fixed income universe, including interest rates, currencies, domestic and foreign government bonds, and global corporate bonds. What you'll need: * Candidates must be enrolled in an accredited bachelor's program or 5th year master's program graduating between December 2027 and May 2028 * Minimum 3.2 GPA * Prudential does not provide visa sponsorship for this position. Successful candidates must possess the requisite US employment authorization to be eligible for consideration * Experience with Microsoft Office Suite (Excel, Word, PowerPoint, etc.) It'd be a plus if you had: * Preferred majors include Finance, Accounting, and/or Economics, but all majors considered * Experience with Bloomberg, and other technical data analysis/modeling tools desirable Here's what to expect when you apply: Submit your application | Apply to up to three roles that best match your interests and skills. Complete a first-round video interview | If selected, you'll be invited to record responses to a few interview questions. This helps our teams get to know you better and allows you to share your story on your own time. Join us for final round interviews | If you advance, you'll be invited to meet with our team-either virtually or in person-to learn more about our business, culture, and role. Note: The hourly rate for this role is $35.00. Roles may also be eligible for additional compensation and/or benefits. #LI-Hybrid Prudential Financial, Inc. of the United States is not affiliated with Prudential plc. which is headquartered in the United Kingdom. Prudential is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, ancestry, sex, sexual orientation, gender identity, national origin, genetics, disability, marital status, age, veteran status, domestic partner status, medical condition or any other characteristic protected by law. If you need an accommodation to complete the application process, please email accommodations.hw@prudential.com. If you are experiencing a technical issue with your application or an assessment, please email *************************************** to request assistance.
    $35 hourly Auto-Apply 17d ago
  • Corporate Actions Analyst

    CrÉDit Agricole CIB 4.9company rating

    New Jersey jobs

    General information Entity About Crédit Agricole Corporate and Investment Bank (Crédit Agricole CIB) Crédit Agricole CIB is the corporate and investment bank of the Crédit Agricole group, the 10th largest banking group in the world *. We support major companies and financial institutions in their development and the financing of their projects. As pioneers in responsible finance, social and environmental commitments are at the heart of our activities. Joining our teams means working in a multicultural environment, both dynamic and stimulating, where you will contribute to developing a sustainable economy. We support employees throughout their journey: you will develop your skills and access various mobility opportunities among the diversity of our businesses in more than 30 international locations. Our culture is built on collaboration, innovation and openness, where everyone is valued and empowered. By working every day in the interest of society, Crédit Agricole CIB aligns with the Group values committed to diversity and inclusion and placing people at the heart of all its transformations. All our jobs are open to people with disabilities. We welcome applications from candidates of all backgrounds and experiences. Ready to take part in our mission ? *By balance sheet size - The Banker, Juillet 2025 Reference 2025-106572 Update date 05/12/2025 Business type Types of Jobs - IT, Digital et Data Job title Corporate Actions Analyst Contract type Permanent Contract Job summary Summary Within Capital Markets Operations (CMO), a corporate action is a significant event initiated by a company that affects its shareholders and changes the value or number of shares. These actions are approved by the company's board of directors and can be either mandatory for shareholders or voluntary, giving shareholders a choice to participate. Examples include dividends, stock splits, mergers, acquisitions, and rights issues Key Responsibilities Processing events: Managing and executing both mandatory and voluntary corporate action events, including dividends, mergers, stock splits, and bankruptcies. Client support: Advising clients on events, handling their inquiries, and ensuring entitlements are processed correctly. Reconciliation: Reconciling cash and stock differences to ensure accuracy and resolve discrepancies. Risk management: Monitoring for operational risks, maintaining control reviews, and implementing risk mitigation strategies. ANOUNCMENT: Creating and announcing all Voluntary and Mandatory Reorganizations event to Custody and Inventory accounts. Processing payments: Calculating, recording, and distributing dividends And Coupons to shareholders accurately and on time. Data verification and reconciliation: Ensuring accuracy of dividend data, verifying stock ownership on the record date, and reconciling accounts. Shareholder support: Responding to shareholder inquiries, resolving issues, and providing information on their accounts. Record keeping: Maintaining accurate and up-to-date records of dividend and Interest payments and shareholder information. Procedural support: Developing and documenting procedures, and performing administrative tasks like data entry, filing, and preparing documents. Management and Reporting: Reporting to the Manager of Corporate Actions Key Internal contacts: CMO NY/Paris: Back Office FX-MM, Back Office Securities, Middle Office (Treasury, Credit, FX, IRD), Back Office Derivatives, Middle Office Securitization, Collateral and MtM Client, Control and Reconciliation, other CMO projects teams (CMP Paris, AOP HK). NY departments: Front Office, Permanent Control, IT, BCP, Finance, Risk, Audit Key External contacts: System Vendors Salary Range: $95k-$120k #LI-DNI Geographical area America, United States Of America City METRO PARK, NEW JERSEY Candidate criteria Minimal education level Bachelor Degree / BSc Degree or equivalent Academic qualification / Speciality Education Essential: Bachelor's degree Level of minimal experience 3-5 years Experience Experience Essential: a minimum of 3-5 years as a Corporate Actions Analyst Required skills Competencies Essential: Team player Excellent presentation skills Excellent writing skills Good time management skills Ability to react quickly and use own initiative Ability to work with minimum daily supervision Skills and Knowledge Essential: Knowledge of project management and project life cycle Knowledge of Capital Market systems (Murex, Calypso, Phase3) Knowledge of Financial products (Margin Calls, Coupon Payments) Strong knowledge of the Microsoft Suite (Excel, Word, PowerPoint…) Skills and Knowledge Desirable: Knowledge of US (FED Clearer role inc. 15A6 reporting) and European Regulations (DFA, EMIR, Volcker…) Ability to develop Macros Technical skills required Specialist Training Desirable: Project Certifications (PMP, Six Sigma, Lean, Agile…) is a plus Languages English fluency required; French speaking is a plus
    $95k-120k yearly 58d ago
  • Compliance Analyst Intern

    Kearny Bank 4.4company rating

    Fairfield, NJ jobs

    Job Title: Compliance Analyst Intern Duration: full-time (up to 40 hours per week), for a period of 10 weeks (June 8 - August 14) About Us: Our mission is to help clients achieve their financial goals both for today and tomorrow through financial expertise, strong leadership, and loyal relationships. This is achieved through deep-rooted guiding principles of strong values, including ethics, integrity, and giving back to the communities we serve. Our Department: The Compliance Department oversees the Bank's compliance with both federal and state laws, regulations, supervisory guidance, and internal policies. Acting as an independent second line of defense, it identifies, evaluates, monitors, and addresses compliance risks throughout all areas and products of the business. Maintaining its independence from business units, the department reports to senior management and the Board of Directors, either directly or via a designated committee. This setup supports effective oversight, timely escalation, and clear communication regarding compliance concerns and any required corrective measures. By encouraging accountability, transparency, and proactive risk management, the Compliance Department helps build a strong compliance culture within the organization. Job Overview: The Compliance Summer Internship Analyst will support the Bank's Compliance Management System (CMS) by assisting with compliance monitoring, testing activities, and data analytics. This internship provides hands-on exposure to regulatory compliance within a financial institution and is designed to develop analytical, critical-thinking, and risk-assessment skills. The intern will work closely with the Department Leads to evaluate controls, analyze data, and help identify potential compliance risks Responsibilities The following reflects management's definition of essential functions for this job but does not restrict the tasks that may be assigned. Management may assign or reassign duties and responsibilities to this job at any time due to reasonable accommodation or other reasons. Compliance Monitoring & Testing Assist in the execution of compliance monitoring and testing activities across consumer, commercial and retail banking areas. Perform transactional testing and file reviews to assess compliance with applicable laws and regulations (e.g., Reg B, Reg CC, Reg Z, CRA, UDAAP, Fair Lending). Document testing procedures, results, and exceptions in accordance with established compliance testing methodologies. Assist in tracking issues, corrective actions, and remediation timelines. Support preparation of monitoring and testing reports and presentations for Compliance Management and senior leadership. Data Analytics & Reporting Collect, and analyze compliance-related data from multiple systems and reports. Use data analytics to identify trends, anomalies, and potential compliance risks. Assist with fair lending, complaints, and other compliance-related analytics. Develop dashboards, summaries, and visualizations to support compliance with risk assessments and reporting. Support data integrity and quality control efforts related to compliance reporting. Compliance Support Assist with updates to compliance policies, procedures, and monitoring tools. Provide support for the research and resolution of compliance-related inquiries. Support with internal audits, including data requests and document organization. Participate in compliance risk assessments and annual monitoring plan activities. Contribute to special compliance projects as assigned. Qualifications Currently pursuing a degree in Business Administration, Finance, Accounting, Law, Economics, Political Science, or related fields. Strong analytical and quantitative skills with attention to detail. Proficiency in Microsoft Excel; experience with data analysis tools. Ability to interpret data and communicate findings clearly and concisely. Strong written and verbal communication skills. Ability to work independently while collaborating effectively within a team. Interest in banking regulation, compliance, risk management, or data analytics.
    $38k-51k yearly est. Auto-Apply 5d ago
  • AML CFT Analyst Intern

    Kearny Bank 4.4company rating

    Fairfield, NJ jobs

    JOB TITLE: AML CFT Analyst Intern (Anti-Money Laundering and Counter-Financing of Terrorism) DURATION: full-time (up to 40 hours per week), for a period of 10 weeks (June 8 - August 14) SUMMARY: The AML/CFT Analyst plays a crucial role in ensuring the organization's compliance with anti-money laundering (AML) and counter-financing of terrorism (CFT) regulations. This position is responsible for monitoring, investigating, and reporting suspicious financial activities, supporting the development and implementation of policies, and working closely with internal teams and regulatory authorities to mitigate financial crime risks. Responsibilities · Assist in transaction monitoring and reviewing alerts for potentially suspicious activity.· Support sanctions and other watch list screening processes, including name and payment screening.· Help prepare investigation summaries and documentation for internal reporting.· Conduct research on regulatory developments and emerging financial crime trends.· Participate in quality assurance checks to ensure compliance with internal standards.· Collaborate with team members on projects related to risk assessments, policy updates, and process improvements.· Maintain strict confidentiality and adhere to compliance and data protection standards. Qualifications Currently pursuing a degree in Finance, Accounting, Business, Law, or a related field Strong understanding of AML/CFT laws, regulations, and typologies. Familiarity with transaction monitoring systems and investigative tools is a plus Excellent analytical and problem-solving skills. Attention to detail and ability to work with sensitive information. Effective written and verbal communication skills. Ability to work independently and as part of a team. Professional certifications such as CAMS (Certified Anti-Money Laundering Specialist) or CFE (Certified Fraud Examiner) are desirable.
    $38k-51k yearly est. Auto-Apply 10d ago
  • Portfolio Valuation Analyst (50136)

    Citrin Cooperman 4.7company rating

    Philadelphia, PA jobs

    Citrin Cooperman offers a dynamic work environment, fostering professional growth and collaboration. We're continuously seeking talented individuals who bring fresh perspectives, a problem-solving mindset, and sharp technical expertise. We know you have choices, so our team of collaborative, innovative professionals are at the ready to support your professional development. At Citrin Cooperman, we offer competitive compensation and benefits and most importantly, the flexibility to manage your personal and professional life to focus on what matters most to you! We are looking for a Portfolio Valuation Analyst to join our Advisory Department. As an Analyst you will be responsible for: Responsibilities: Performing valuation analysis on a wide range of public and private entities across industries Designing and working with financial models for discounted cash flow, market multiple, market transaction Independently gathering data pertinent to the engagement through direct client interaction Assisting in preparing and presenting the results of our analysis in a clear and concise manner Contributing directly to the development of proposals, presentations and publications communicated to current and prospective clients Performing in-depth client, industry, market, and competitor research Qualifications B.A./B.S./B.B.A./Master's in finance, accounting, business, or applied economics Have 0-2 years recent experience Have strong Microsoft Excel and Microsoft Word skills Have strong time management and organizational skills Be a self-starter, highly collaborative, creative, outgoing, and possesses strong financial analysis, modeling, and valuation skills Have completed course work in accounting, finance and/or economics Have strong qualitative and quantitative research and analytical abilities (applicants with prior valuation internships or full-time valuation roles will be given preferential consideration) Have a fundamental understanding of financial valuation and lost profits theory, methodologies, and applications Have excellent verbal and written communication skills Be able to demonstrate an ability to work cooperatively with team members and have exceptional work ethic
    $75k-102k yearly est. 8d ago
  • Portfolio Valuation Analyst

    Citrin Cooperman Advisors LLC 4.7company rating

    Philadelphia, PA jobs

    Citrin Cooperman offers a dynamic work environment, fostering professional growth and collaboration. We're continuously seeking talented individuals who bring fresh perspectives, a problem-solving mindset, and sharp technical expertise. We know you have choices, so our team of collaborative, innovative professionals are at the ready to support your professional development. At Citrin Cooperman, we offer competitive compensation and benefits and most importantly, the flexibility to manage your personal and professional life to focus on what matters most to you! We are looking for a Portfolio Valuation Analyst to join our Advisory Department. As an Analyst you will be responsible for: Responsibilities: Performing valuation analysis on a wide range of public and private entities across industries Designing and working with financial models for discounted cash flow, market multiple, market transaction Independently gathering data pertinent to the engagement through direct client interaction Assisting in preparing and presenting the results of our analysis in a clear and concise manner Contributing directly to the development of proposals, presentations and publications communicated to current and prospective clients Performing in-depth client, industry, market, and competitor research Qualifications: B.A./B.S./B.B.A./Master's in finance, accounting, business, or applied economics Have 0-2 years recent experience Have strong Microsoft Excel and Microsoft Word skills Have strong time management and organizational skills Be a self-starter, highly collaborative, creative, outgoing, and possesses strong financial analysis, modeling, and valuation skills Have completed course work in accounting, finance and/or economics Have strong qualitative and quantitative research and analytical abilities (applicants with prior valuation internships or full-time valuation roles will be given preferential consideration) Have a fundamental understanding of financial valuation and lost profits theory, methodologies, and applications Have excellent verbal and written communication skills Be able to demonstrate an ability to work cooperatively with team members and have exceptional work ethic About Citrin Cooperman: Citrin Cooperman is one of the nation's largest professional services firms. Since 1979, the firm has steadily built their business by helping companies and high net worth individuals find practical, actionable solutions to help them meet their short-term needs and long-term objectives. Citrin Cooperman clients span an array of industry and business sectors and leverage a complete menu of service offerings. Citrin Cooperman & Company, LLP, a licensed independent CPA firm that provides attest services and Citrin Cooperman Advisors LLC, which provides business advisory and non-attest services, operate as an alternative practice structure in accordance with the AICPA's Code of Professional Conduct and applicable law, regulations, and professional standards. The entities include more than 450 partners and 2,500 total professionals. Learn more about Citrin Cooperman here: *********************** CC Disclaimer: "Citrin Cooperman" is the brand under which Citrin Cooperman & Company, LLP, a licensed independent CPA firm, and Citrin Cooperman Advisors LLC serve clients' business needs. The two firms operate as separate legal entities in an alternative practice structure. The entities of Citrin Cooperman & Company, LLP and Citrin Cooperman Advisors LLC are independent member firms of the Moore North America, Inc. (MNA) Association, which is itself a regional member of Moore Global Network Limited (MGNL). All the firms associated with MNA are independently owned and managed entities. Their membership in, or association with, MNA should not be construed as constituting or implying any partnership between them.
    $75k-102k yearly est. Auto-Apply 60d+ ago
  • Asset Service Intermediate Associate Analyst

    Citigroup 4.6company rating

    Jersey City, NJ jobs

    The Asset Services Associate is responsible for performing a variety of operational tasks related to the processing and support of asset servicing events. This role requires strong analytical skills, attention to detail, and the ability to work effectively in a team environment. The Associate will ensure accurate and timely processing, adherence to regulatory requirements, and contribute to a high level of client satisfaction. Key responsibilities include data analysis, reconciliation, transaction processing, and issue resolution related to voluntary corporate action events and other asset servicing functions. The ideal candidate possesses strong analytical skills, attention to detail, and a team-oriented approach. **Responsibilities:** + Manage reconciliation and processing of positions related to Corporate Action events. + Ensure efficient, effective, and timely execution of client instructions within established guidelines. + Reconcile, process, and facilitate payments for voluntary corporate action events. + Maintain high-quality service standards by researching and responding to inquiries in a timely and conscientious manner. + Perform in-depth analysis to identify the root causes of operational issues. + Actively participate in compliance-related activities, adhering to established procedures and controls. + Provide support and coverage for team members during periods of high workload and perform other assigned duties. + Assess risks associated with business decisions, demonstrating a strong commitment to protecting Citigroup's reputation, clients, and assets through compliance with laws, regulations, and ethical conduct. Escalate, manage, and report control issues transparently. **Qualifications:** + 2-5 years of relevant experience in financial services operations. + Security services experience preferred. + Basic understanding of cash flows, accounting treatments, operational controls, credit risks, and market practices. + Knowledge of various investment instruments, including Equity securities, Fixed Income, and Asset-Backed securities. + Proficiency in MS Office Suite. + Proven ability to work effectively as a team player. **Education:** + Bachelor's/University degree or equivalent experience. ------------------------------------------------------ **Job Family Group:** Operations - Transaction Services ------------------------------------------------------ **Job Family:** Asset Servicing ------------------------------------------------------ **Time Type:** Full time ------------------------------------------------------ **Primary Location:** Jersey City New Jersey United States ------------------------------------------------------ **Primary Location Full Time Salary Range:** $78,320.00 - $109,280.00 In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire. ------------------------------------------------------ **Most Relevant Skills** Please see the requirements listed above. ------------------------------------------------------ **Other Relevant Skills** For complementary skills, please see above and/or contact the recruiter. ------------------------------------------------------ **Anticipated Posting Close Date:** Feb 05, 2026 ------------------------------------------------------ _Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law._ _If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi (*************************************************************************** ._ _View Citi's EEO Policy Statement (*********************************************** and the Know Your Rights (*********************************************************************************************** poster._ Citi is an equal opportunity and affirmative action employer. Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.
    $78.3k-109.3k yearly 34d ago
  • Investment Analyst

    Susquehanna International Group, LLP 4.7company rating

    Philadelphia, PA jobs

    As an investment professional, you will work closely with deal team members at every stage of the investment process, from sourcing and execution to post-investment support. This position represents a unique opportunity for a highly motivated individual to take on a wide set of responsibilities and make a significant impact in a fast-paced, entrepreneurial environment. Our team is located just outside Center City Philadelphia. To learn more about SGE's investment approach, team and portfolio, visit ************* In this role you will: * Sourcing * Proactively identify, cultivate relationships, and catalyze transactions with the best B2B technology and services companies in the world * Represent SGE at industry conferences around the United State * Due Diligence and Transaction Execution * Lead review of new investments, including quantitative and qualitative analysis, market and industry research, transaction and returns modeling, and company valuation * Develop presentation materials for the firm, portfolio companies and management teams at prospective companies * Portfolio Company Management * Build relationships with portfolio company founders and leadership teams * Proactively participate in equity value creation at portfolio companies, from surfacing M+A targets to helping with strategic and operational projects * Travel to meet with portfolio and prospective companies across North America What we're looking for * 1+ years of experience at an investment bank, growth equity firm, private equity firm or management consulting firm * Minimum of a bachelor's degree * Superior work ethic, strong desire to learn, uncompromising attention to detail * Excellent analytical, research and organizational skills * Outstanding written and oral communication skills * Enthusiasm for building relationships with entrepreneurs and catalyzing investment opportunities * Visa sponsorship for work authorization is not available for this position now or in the future If you're a recruiting agency and want to partner with us, please reach out to ******************. Any resume or referral submitted in the absence of a signed agreement will not be eligible for an agency fee.
    $70k-105k yearly est. Auto-Apply 60d+ ago
  • Actuarial and Investment Analyst

    Bank of America Corporation 4.7company rating

    Pennington, NJ jobs

    At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: As an Actuarial and Investment Analyst - Institutional Retirement, you will be responsible for assisting with the creation, development, and monitoring of investment strategies developed for institutional retirement plans - typically defined benefit (pension) plans. You'll play a key role in supporting the primary functions of the actuarial investments team. Key Responsibilities: * 3+ years of institutional investment experience. * Seasoned strategist capable of independently completing complex analyses. * Monitoring investment strategies on a day-to-day basis. * Creating, reviewing, and distributing monthly and quarterly monitoring reports. * Conducting asset-liability modeling (ALM) studies used to set investment strategies. * Communicating regularly with internal partners and external clients. * Self-managing through routine tasks and collaborating during larger projects. * Contributing to the development of new thought-leadership and whitepapers. * Developing analysis on pension plans using publicly available data to support the sales process. Required: * 3+ years of actuarial or institutional investment experience. * Very proficient with Microsoft Office - especially MS Excel. VBA programming experience a plus. * Strong analytical skills and an ability to learn new financial modeling software. * Excellent communication skills, both written and verbal. * Self-managing through internal partners and external clients. Desired: * Bachelor's degree in actuarial science, finance, mathematics, statistics, or a related field. * Actuarial exams passed: Associate of the Society of Actuaries (ASA) Fellow of the Society of Actuaries (FSA) Enrolled Actuary (EA) Skills: Business Analytics Business Intelligence Data & Trend Analysis Data Mining Data Modeling Data Quality Management Reporting Research Analysis Risk Analytics Risk Modeling Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent. Bachelor's degree or equivalent work experience preferred. For internal employees; participation in a work from home posture does not make you ineligible to post Shift: 1st shift (United States of America) Hours Per Week: 40
    $70k-98k yearly est. 3d ago
  • Actuarial and Investment Analyst

    Bank of America 4.7company rating

    Pennington, NJ jobs

    Pennington, New Jersey;New York, New York; Jacksonville, Florida; Boston, Massachusetts; Charlotte, North Carolina **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (********************************************************************************************************* **:** At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! **Job Description:** As an Actuarial and Investment Analyst - Institutional Retirement, you will be responsible for assisting with the creation, development, and monitoring of investment strategies developed for institutional retirement plans - typically defined benefit (pension) plans. You'll play a key role in supporting the primary functions of the actuarial investments team. **Key Responsibilities:** + 3+ years of institutional investment experience. + Seasoned strategist capable of independently completing complex analyses. + Monitoring investment strategies on a day-to-day basis. + Creating, reviewing, and distributing monthly and quarterly monitoring reports. + Conducting asset-liability modeling (ALM) studies used to set investment strategies. + Communicating regularly with internal partners and external clients. + Self-managing through routine tasks and collaborating during larger projects. + Contributing to the development of new thought-leadership and whitepapers. + Developing analysis on pension plans using publicly available data to support the sales process. **Required:** + 3+ years of actuarial or institutional investment experience. + Very proficient with Microsoft Office - especially MS Excel. VBA programming experience a plus. + Strong analytical skills and an ability to learn new financial modeling software. + Excellent communication skills, both written and verbal. + Self-managing through internal partners and external clients. **Desired:** + Bachelor's degree in actuarial science, finance, mathematics, statistics, or a related field. + Actuarial exams passed: Associate of the Society of Actuaries (ASA) Fellow of the Society of Actuaries (FSA) Enrolled Actuary (EA) **Skills:** Business Analytics Business Intelligence Data & Trend Analysis Data Mining Data Modeling Data Quality Management Reporting Research Analysis Risk Analytics Risk Modeling **Minimum Education Requirement:** High School Diploma / GED / Secondary School or equivalent. Bachelor's degree or equivalent work experience preferred. For internal employees; participation in a work from home posture does not make you ineligible to post **Shift:** 1st shift (United States of America) **Hours Per Week:** 40 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. View your **"Know your Rights (************************************************************************************** "** poster. **View the LA County Fair Chance Ordinance (************************************************************************************************** .** Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work. This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
    $70k-98k yearly est. 18d ago
  • Macro Analyst Internship: Summer 2026

    Susquehanna International Group, LLP 4.7company rating

    Philadelphia, PA jobs

    As a Summer Analyst on Susquehanna's Macro Research team, you will be partnered with our senior analysts and traders to assist in identifying investment opportunities in the equity, index, and options markets. You will learn to perform in-depth company analysis around future catalyst events and provide real-time opinions on breaking news throughout the trading day. You will gain experience in the financial markets by tracking company news and events, assisting with valuation work, and completing event-driven projects. Our ten-week summer internship program introduces you to our unique approach to research through practical experience on a global macro-focused team and education in a classroom setting. What we're looking for Intention to graduate with a bachelor's or master's degree and begin full time employment by August 2027 Strong written, analytical, and financial research skills Ability to prioritize and complete multiple tasks in a fast paced, dynamic environment Prior exposure to fundamental company research preferred Demonstrated interest in the financial markets Familiarity with a trading environment and derivative products preferred Visa sponsorship for work authorization is not available for this position now or in the future What's In It For You Our non-hierarchical culture allows employees of every level to thrive and make impact. We are not your typical trading firm - the environment is casual, collaborative and we focus on continuous development. Housing provided for duration of internship Relaxed dress code: jeans and sneakers are the norm, shorts all summer long Fully stocked kitchens for breakfast, lunch, snacks, and beverages A forty thousand square-foot state of the art fitness facility with brand-new equipment, multi-purpose courts, group exercise classes, and locker room spaces Discounts for dining, entertainment, shopping, travel, and attractions Social events including a poker tournament, dinners, and sporting events in Philadelphia On-site Wellness Center On-site services such as a mailroom, barber, dry cleaning, and car maintenance Opportunities to give back to the community through Susquehanna sponsored events and donation drives About Susquehanna If you're a recruiting agency and want to partner with us, please reach out to ******************. Any resume or referral submitted in the absence of a signed agreement will not be eligible for an agency fee.
    $45k-69k yearly est. Auto-Apply 60d+ ago
  • MIM - Analyst - Corporate Private Debt

    Metlife 4.4company rating

    New Jersey jobs

    Role Value Proposition: Based in Whippany, New Jersey, MetLife Investment Management ("MIM") is one of the largest institutional investors and asset managers in the world, with approximately $600 billion in combined managed assets. MIM has been ranked a "Best Places to Work in Money Management" by Pensions & Investments for four consecutive years and has consistently generated superior returns for both policyholders and shareholders. The enterprise has more than 850 dedicated professionals with experience and expertise in all asset classes, with a strength in public and private fixed income and private assets, including private equity and real estate. Visit us at *************************** to learn more. The Private Debt Associate will join our dynamic team, supporting the targeting, origination, structuring, execution, and management of investment grade corporate private debt transactions across a diverse range of industries and sectors. This is an exciting opportunity to work at the forefront of private credit markets, collaborating with experienced professionals to drive investment performance and client success. Daily responsibilities will include helping senior analysts identify new lending opportunities, reviewing and assessing the merits of existing transactions, as well as working with MIM's portfolio management team to address clients' needs. The Corporate Private Debt team sits within MIM's Private Capital team which manages $148.2 billion (03/31/2025) in private corporates, asset-based finance, and infrastructure debt and is an industry leader in private debt with a 100+ year history of originating private debt, through agented and direct lending. MIM's name and reputation are well known throughout the industry, with borrowers valuing MIM's support for bespoke lending solutions, which are structured to meet their unique funding needs through a thoughtful and efficient manner. MIM's Corporate Private Debt team is responsible for primarily investing in high grade private credit transactions across a diverse universe of sectors through various structures. The Corporate Private Debt team manages a portfolio of approximately $59 billion (03/31/2025) of corporate private debt on behalf of MIM's affiliated and unaffiliated clients. The Americas & Asia Pacific team focuses on transactions in the North America and Asia Pacific region. The Analyst will be an investment professional supporting the Corporate Private Debt team in the origination, execution, and management of primarily investment grade corporate private debt investment opportunities across a wide universe of industries and sectors. The Analyst will also support administrative, marketing, and client-based projects related to the Corporate Private Debt team. The role provides candidates with the opportunity to work and interact with various teams across MIM, including Infrastructure, Private Asset Based Finance, Client Portfolio Management, Insurance Asset Management, Institutional Client Group, Sales Derivatives, Investment Operations, Legal, and Compliance. Key Responsibilities: Origination & Investment Analysis * Support the origination of private debt opportunities, including preparing presentation materials and conducting in-depth market analysis * Track deal opportunities, client solicitations, and maintain pipeline and client reports * Participate in roadshows, presentations, issuer and sponsor meetings, and due diligence sessions * Review offering memoranda, sell-side research, rating agency reports, and other relevant documentation * Analyze financial statements and models, conduct sensitivity analyses, and develop/refine financial models as needed * Evaluate pricing and determine the relative value of investment opportunities using Bloomberg and other market data sources * Provide recommendations on internal credit ratings for both potential and existing investments * Prepare comprehensive written materials, such as investment summaries and investment committee memoranda * Contribute to Investment Committee presentations and collaborate with Client Portfolio Management to align investment opportunities with client objectives * Oversee tasks associated with transaction closings Portfolio Management * Monitor and review portfolio investments regularly * Complete annual portfolio credit reviews and address client investment requests * Produce daily, weekly, and monthly reports to manage and report on portfolio performance and risk * Ensure compliance with investment guidelines and manage portfolio risk Technology & Process Improvement * Work with Artificial Intelligence ("AI") tools and advanced analytical software to streamline portfolio and underwriting processes * Engage in process automation and data management initiatives to enhance operational efficiency Stakeholder Engagement & Marketing * Coordinate with Client Portfolio Management to develop materials for existing and prospective clients * Support marketing efforts to both investment and borrower clients * Collaborate with internal teams (e.g., Infrastructure, Private Asset Based Finance, Legal, Compliance) and external partners to facilitate investment processes Essential Business Experience and Technical Skills: Required: * Proficiency in Microsoft Office (Excel, PowerPoint, Word); experience with financial modeling * Excellent written and oral communication skills * Strong organizational skills and ability to prioritize tasks effectively * Detail-oriented with a commitment to accuracy and meeting deadlines * Team-oriented with the ability to work independently * Authorized to work in the U.S. without the need for immigration sponsorship, now or at any point in the future Preferred: * BA/BS in Finance, Accounting, Business, Economics, Math or any other related field of expertise * CFA charterholder * Advanced business or accounting degree At MetLife, we're leading the global transformation of an industry we've long defined. United in purpose, diverse in perspective, we're dedicated to making a difference in the lives of our customers. #MIM Equal Employment Opportunity/Disability/Veterans If you need an accommodation due to a disability, please email us at accommodations@metlife.com. This information will be held in confidence and used only to determine an appropriate accommodation for the application process. MetLife maintains a drug-free workplace.
    $61k-79k yearly est. 60d+ ago

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