Market Analyst jobs at ICE Mortgage Technology - 217 jobs
FinTech Research Analyst
FT Partners 4.5
San Francisco, CA jobs
FT Partners
San Francisco, CA
Hybrid model: 3 days in office, 2 days work from home
This is an unparalleled opportunity to work at an elite investment bank. Analysts on the Research team will focus on the production of FinTech industry research publications including reports on key sector and regional trends as well as capital raising, IPO and M&A deal activity, in addition to creating transaction case studies, and facilitating interviews with CEOs / executives, video conferences and more. Our research and analysis has been featured on Bloomberg, the Wall Street Journal, Dow Jones, and the Financial Times and is regularly viewed by CEOs and industry leaders. FT Partners' unique insight into FinTech is a direct result of successfully executing hundreds of transactions combined with over 20 years of exclusive focus on the FinTech sector. In this role, you will work side-by-side with the Business Development and Investment Banking deal teams.
What are the unique opportunities of this role?
Research Analysts will learn a significant amount about the FinTech industry, the investment banking process, as well as the "in and outs" of the M&A and private company capital raising. Because we are a boutique investment bank, you will also gain significant exposure to senior investment banking professionals and cutting-edge financial technology companies. There are significant opportunities to take on additional responsibility over time as specialized knowledge is gained, including supporting investment banking deal teams with high-impact research.
Research key FinTech sectors, regions, trends and significant M&A and private company capital raising transactions
Create high-quality / high-visibility reports utilizing both effective written and graphical presentation skills
Thoroughly edit and review content to ensure publishing and journalistic standards
Maintain and manage proprietary database of FinTech companies and transactions and develop key analysis using the data
Create and assist in the execution of marketing strategies for the firm and facilitate dialog with key internal stakeholders and external CEO/CFO/Board level contacts
Develop subject matter expertise in the FinTech industry
Learn and apply basic financial analysis concepts and skills
Gain valuable first-hand experience with Investment Banking concepts and exposure to senior level investment banking team members
Qualifications
The start date for this position is immediate
1 - 3 years experience
All degrees considered, Finance, Economics or Accounting preferred
GPA 3.30 or greater
Strong interest in finance, consulting, research, and FinTech
Exceptional writing and verbal communication skills
Strong work ethic and a drive for excellence
Team player, self-motivated, and entrepreneurial
Strong project management and research skills
High attention to detail
U.S. work authorization required. FT Partners will not sponsor applicants for work visas at application or in the future.
Why FT Partners?
Managing Partner and Managing Directors formerly of Goldman Sachs, JP Morgan, Raymond James, and Evercore
Award-winning execution; Investment Bank of the Year / Boutique of the Year Awards (among many others)
Executing both billion dollar and early stage / high-growth VC transactions
Excellent career path, strong and competitive compensation
Unparalleled deal flow with premier client base
Access to world-class executives at high-growth companies
Dominant footprint in the one of largest sectors: financial technology
Top-notch financial sponsor relationships
Close-knit, rapidly growing team
Selected transactions include advising:
Deribit's $4.3 billion Sale to Coinbase
Payoneer's $3.8 billion Merger with FTAC Olympus Acquisition Corp.
Divvy's $2.5 billion Sale to Bill.com
AvidXchange's $2.2 billion sale to TPG & Corpay
GreenSky's $2.2 billion Sale to Goldman Sachs
Hidden Road's $1.3 billion Sale to Ripple
TrueBill's $1.3 billion Sale to Rocket Companies
Revolut's $1.3 billion Financing at a $33 billion Valuation
Currencycloud's $1 billion Sale to Visa
Mollie's $800 million Financing
Upgrade's $280 million Series F Financing at a $6 billion Valuation
Mambu's $266 million Series E Financing at a $5.5 billion Valuation
Bilt's $250 million Financing at a $10.8 billion Valuation
CloudWalk's $150 Series C Financing at a $2.2 billion Valuation
Stash's $146 million Series H Financing
Inclusion and Equal Opportunity Employment: Financial Technology Partners is an equal opportunity employer committed to diversity and inclusion. We are pleased to consider all qualified applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veterans status, Aboriginal/Native American status or any other legally-protected factors. If you require reasonable accommodation as part of the application process, please contact *************************.
$78k-115k yearly est. Auto-Apply 60d+ ago
Looking for a job?
Let Zippia find it for you.
Research Analyst
Limra and Loma 3.7
Windsor, CT jobs
Research Analyst
Hybrid to candidates local to Windsor, Connecticut OR fully remote for the ideal candidate.
About Us: Recognized as the trusted source for industry knowledege, LIMRA AND LOMA provides research, training, development, and networking solutions to financial services companies. In a rapidly changing marketplace, companies rely on us for our industry insight, practical solutions, and unwavering commitment to their success.
Why Join Us: Leading life insurance and financial services organizations around the world rely on our membership to make bottom-line decisions with greater confidence. They turn to us for:
Research: Catalysts for new ideas, industry benchmarking, and strategic planning.
Learning & Development: Programs to assess, train, and increase productivity, and develop future corporate leaders
Networking: Connections with industry leaders and peers through study groups, committees, and conferences
The Opportunity: We are seeking an engaged, inquisitive self-starter, with a keen eye for detail. The ideal candidate has good quantitative and writing skills, is eager to learn and willing to work on multiple projects simultaneously in a collaborative environment. Our new team member will work on a variety of projects as a sole contributor and in collaboration with other researchers. You will be responsible for all aspects of project management, including data collection, data analysis, and report writing, and occasionally presenting research findings to small groups.
The Research Analyst will develop expertise in one or more distribution channels and be responsible for establishing and maintaining good relationships with member company contacts. A research background and/or experience in financial services industry is preferred, especially in distribution. A desire and commitment to your professional growth and development is essential. As a member organization, candidates must possess excellent customer service skills, demonstrating a desire to help and support our member companies.
What Will You Be Doing?
Conduct assigned research surveys with the purpose of benchmarking key distribution metrics.
Collect and ensure accuracy of data received from member companies and other sources.
Understand and explain industry trends using data collected from assigned research projects.
Report, provide insights on, and answer questions about key distribution metrics and trends
Interact with member companies through a variety of communication methods (email, virtual meetings, phone, social media, etc.)
What you bring:
Bachelor's degree (mathematics, statistics, research, economics, finance, statistics or related preferred)
Some experience in the financial services industry (field or home office). Roles in distribution preferred, competitive intelligence, or strategy a plus.
Some experience in financial services preferred, with experience in distribution a plus
Basic to intermediary skills in Microsoft Office (Word, Excel, PowerPoint)
Some experience in research study development and design, including directing established studies and developing new research projects jointly with supervisor.
Strong written and oral communication skills
Familiarity with data analysis software such as SAS, Qualtrics, or Tableau is also a plus.
What Do You Need To Succeed?
A willingness to learn about the financial services industry and develop the skills needed to contribute to the team's success
Attention to detail, fact-checking, and validation skills to ensure valid and accurate data
Enjoys working independently, but is also effective when working as part of a team
Math and analytical skills and an ability to recognize patterns in unstructured data
Customer service mind-set and approach
Flexibility and adaptability
Self-motivated with good time management skills
Join Us: If you are someone who values collaboration, continuous learning, and making meaningful contributions, we encourage you to apply and explore this opportunity at LIMRA AND LOMA.
LIMRA and LOMA are committed to fostering an inclusive workplace where individuals feel valued and empowered to contribute. We welcome people with unique perspectives and backgrounds, recognizing that a wide range of experiences strengthens our ability to help members navigate with confidence.
We are an Equal Opportunity employer and do not discriminate on the basis of race, ancestry, color, religion, sex, age, marital status, sexual orientation, national origin, medical condition, disability, veteran status, or any other basis protected by law.
This Employer Participates in E-Verify. See the E-Verify notices.
Este Empleador Participa en E-Verify. Ver el E-Verify avisos.
$110k-166k yearly est. 60d+ ago
Spring11 - Part-time Borrower Credit Research Analyst
Cantor Fitzgerald 4.8
New Paltz, NY jobs
Spring11 is seeking highly motivated, investigative research assistant to join our growing Borrower Credit Team. This role is responsible for aiding a lead researcher in creating detailed investigative reports to be used in commercial real estate loan transactions to ensure that financial, regulatory, and reputational risks are mitigated. Using a variety of open public records sources and proprietary data, research assistants are responsible for assisting in completing full investigative due diligence reports. Research assistants work on multiple transactions with hard deadlines but create their own schedule.
SPRING11
Spring11, an affiliate of Newmark provides a full suite of commercial real estate services to a wide range of clients including some of the world's largest banks, debt and equity funds, REITs, life insurance companies, brokerages, and investors throughout the United States and Europe. Our team consists of over 600 people based in New York, Atlanta, Houston, Kansas City, Boca Raton, and Chennai, India.
JOB DESCRIPTION:
Spring11 is seeking highly motivated, investigative research assistant to join our growing Borrower Credit Team. This role is responsible for aiding a lead researcher in creating detailed investigative reports to be used in commercial real estate loan transactions to ensure that financial, regulatory, and reputational risks are mitigated. Using a variety of open public records sources and proprietary data, research assistants are responsible for assisting in completing full investigative due diligence reports. Research assistants work on multiple transactions with hard deadlines but create their own schedule.
LOCATION:
New Paltz, NY or remote worker (US)
JOB SCHEDULE:
Project-based role with each project estimated at approximately 20 hours.
Bachelor's degree required. English, Social Sciences, Political Science, degrees preferred
Strong analytical, judgment, and research skills. Research experience is preferred
Proficiency in Microsoft Office and it's applications
Excellent verbal and written communication skills
Ability to keep confidential information protected
Ability to work in a fast-paced and quickly changing environment
Strong organizational and multi-tasking skills
Self-directed, detail-oriented individual with sharp critical thinking skills
Willing to work on other projects as assigned
SALARY:
$20-$45 per hour
The expected hourly rate for this position ranges from $$20-$45. The actual rate will be determined on an individualized basis taking into account a wide range of factors including, but not limited to, relevant skills, experience, education, and, where applicable, licenses or certifications held.
WORKING CONDITIONS:
Work from home, project based with deadlines.
NOTE:
The statements herein are intended to describe the general nature and level of work being performed by employees and are not to be construed as an exhaustive list of responsibilities, duties, and skills required of personnel so classified.
Newmark is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex including sexual orientation and gender identity, national origin, disability, protected Veteran Status, or any other characteristic protected by applicable federal, state, or local law.
Assist a lead researcher in completing full due diligence investigative reports including research, analysis, and report findings
Support researchers and management for workflow collaboration, asking/answering questions, and alert the lead researcher of any negative findings
Exhibit accountability while handling sensitive information
Participate in training and development activities as requested
Keep organized files of documents, communications, and expenses
$20-45 hourly Auto-Apply 40d 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
Senior Portfolio Analyst -- Structured Products
Venerable 4.2
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 60d+ ago
Portfolio Analyst
Modera Wealth Management 3.6
Charlotte, NC jobs
Why work at Modera Wealth?
Modera Wealth Management is an independent, fee-only firm that strives to make a lasting positive impact on the lives of our clients through comprehensive financial planning and intelligent investment management. Modera is fast-growing and has a track record of providing career development opportunities from entry level to ownership.
Since 1983, Modera has been committed to being an advisor firm, and not a firm of advisors. Our growth has been driven by a desire to give clients a personalized service experience with our distinct combination of professional excellence and a friendly, relatable work style. Through this vision, we have grown to more than 200 employees in 19 offices along the East Coast, managing more than $15B in assets for more than 6,000 individuals, families, and businesses.
Job Overview:
We are looking for a Portfolio Analyst that is responsible for helping manage investment strategies and will receive deep exposure to portfolio construction, trading and implementation, and client strategy within the investments team
Responsibilities:
Effectively manage daily firm-wide trading, rebalancing, and reconciliation process.
Ensure proper execution of client and advisor requests
Keep portfolios in compliance with Investment Committee guidelines regarding asset class, market cap, sector, and individual security weightings and ensure that all internal documentation regarding the portfolio is updated and complete
Create portfolio proposals for current and prospective clients in collaboration with members of the Wealth Management team
What are we looking for?
We want a team player who can leverage the strength of the firm to deliver outstanding results and solutions. We are looking for people who embody Modera's core values:
Confident Humility - a quintessential team player, willing to do whatever it takes to get the job done, with pragmatic optimism
Contagious Growth Mindset - a continuous learner with intellectual curiosity who strives for excellence and inspires others
Trusted Relationships - supportive and authentic with mutual respect for colleagues
Qualifications:
Bachelor's Degree required
CFP or CFA certification
Minimum 3-7 years of experience in a wealth management related or financial services field
M&A knowledge is preferred
Experience with trading software (Tamarac, Eclipse ,Redtail, etc.)
CRM experience
Skills and Competencies:
Proven analytical and problem-solving skills
Working knowledge of planning strategies and solutions
Highly proficient in financial planning software and computer software, including the Microsoft Office Suite
Excellent written and verbal communication skills
Actively engages as a team member
Adaptability and flexibility
Benefits:
Competitive based salary
Performance based bonus
Safe Harbor 401(k) plan
Medical, Dental, Vision, and more
Generous PTO and leave policies
Opportunities for professional growth and continuing education
Partial remote work
Modera Wealth Management, LLC provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
We value your privacy. Please review our Privacy Policy to understand how we collect, use, and protect your personal information throughout the application process.
No phone calls. All inquiries will be held in the strictest confidence. For more information about the firm, please visit *********************
Modera Wealth Management., LLC is an SEC registered investment adviser with places of business in Massachusetts, New York, New Jersey, Pennsylvania, North Carolina, Georgia, Virginia and Florida. SEC registration does not imply any level of skill or training. Modera may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements.
For additional information about Modera, including its registration status, fees, and services and/or a copy of our Form ADV Disclosure Brochure, please contact us or refer to the Investment Adviser Public Disclosure web site (************************* A full description of the firm's business operations and service offerings is contained in our Disclosure Brochure which appears as Part 2A of Form ADV. Please read the Disclosure Brochure carefully before you invest or send money.
$63k-101k yearly est. Auto-Apply 21d ago
AWM, Portfolio Insights Analyst
Jpmorgan Chase 4.8
Columbus, OH jobs
The Portfolio Insights program plays a lead role in working with financial advisors to help better understand portfolio construction and manager selection. On a per request basis, the team is responsible for running analytics, discussing our output, and communicating our market views.
The team is seeking an analyst to associate-level analyst to assist in servicing clients and continued growth of the program.
**Specific Responsibilities**
+ Construct analytics to ensure quick turnaround times for full-service requests across major channels.
+ Manage offshore channel analytics, escalating to specialists for client calls as needed.
+ Support program expansion into Canada by handling increased volume of full-service analytics.
+ Collate data from multiple sources and perform data manipulation for program-related content.
+ Assist team members with updating and producing timely intellectual capital content.
+ Distribute and discuss data-driven content across the organization, supporting program growth.
+ Respond to data requests and collaboration opportunities from other teams in a timely manner.
+ Conduct quarterly TDC data testing, identifying and escalating issues that require further research by PI Specialists.
**Preferred Qualifications**
+ 3+ years' work experience, ideally involving client interaction.
+ Demonstrated record of academic and professional achievement.
+ Ability to work effectively within a highly motivated and hard-working team as well as on own initiative.
+ Strong communication skills (written and oral).
+ Basic knowledge base of a variety of investment and capital market concepts, and the ability to articulate complex investment ideas and processes.
+ Ability to interact with colleagues at all levels.
+ Ability to create & articulate compelling, thoughtful and creative presentation materials.
+ Accuracy and attention to detail is essential with strong analytical acumen.
+ Strong technical skills, including a proficiency in PowerPoint, Excel and Word.
+ High intellectual aptitude.
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
**Base Pay/Salary**
New York,NY $110,000.00 - $130,000.00 / year
$110k-130k yearly 60d+ ago
Analyst, Investment Risk Management
Blackrock 4.4
Philadelphia, PA jobs
About this role
The Risk & Quantitative Analysis (RQA) group provides independent oversight of BlackRock's fiduciary and enterprise risks. RQA's mission is to advance the firm's risk management practices and deliver independent risk advice and constructive challenge to drive better business and investment outcomes. RQA's risk managers play a meaningful role in BlackRock's investment process, using quantitative analysis and a multi-disciplinary skillset to tackle real-world problems and provide tangible solutions in the investment management process.
RQA is committed to investing in our people to promote both individual accomplishment and a strong collaborative environment. As a global group, our goal is to create a culture of inclusion which encourages teamwork, innovation, diversity and the development of future leaders. We actively engage in discussions on career growth and work with team members to understand how personal passions and strengths.
What the RQA group at BlackRock has
A team of outstanding risk managers partnering with portfolio management teams to oversee our clients' portfolios
Global colleagues with subject matter expertise in investing, macroeconomics, financial modelling and strategy
What you have
A degree in a quantitative field, e.g., mathematics, computer science, economics, engineering
1-2 years of relevant working experience preferred
An ability to explain complex ideas in simple but impactful terms and proven ability to use effective communication to influence outcomes
A passion for applying quantitative techniques to real-world problems and being a student of the financial markets
An understanding of the fundamental principles of risk management including risk estimation methodologies, stress testing and attribution
A love of models, an understanding of their limitations and a desire to improve them
Proven coding skills in Python, etc.
Working towards FRM or CFA designation or other industry certifications is a plus
For Philadelphia, PA Only the salary range for this position is USD$85,500.00 - USD$105,000.00 . Additionally, employees are eligible for an annual discretionary bonus, and benefits including healthcare, leave benefits, and retirement benefits. BlackRock operates a pay-for-performance compensation philosophy and your total compensation may vary based on role, location, and firm, department and individual performance.
Our benefits
To help you stay energized, engaged and inspired, we offer a wide range of benefits including a strong retirement plan, tuition reimbursement, comprehensive healthcare, support for working parents and Flexible Time Off (FTO) so you can relax, recharge and be there for the people you care about.
Our hybrid work model
BlackRock's hybrid work model is designed to enable a culture of collaboration and apprenticeship that enriches the experience of our employees, while supporting flexibility for all. Employees are currently required to work at least 4 days in the office per week, with the flexibility to work from home 1 day a week. Some business groups may require more time in the office due to their roles and responsibilities. We remain focused on increasing the impactful moments that arise when we work together in person - aligned with our commitment to performance and innovation. As a new joiner, you can count on this hybrid model to accelerate your learning and onboarding experience here at BlackRock.
About BlackRock
At BlackRock, we are all connected by one mission: to help more and more people experience financial well-being. Our clients, and the people they serve, are saving for retirement, paying for their children's educations, buying homes and starting businesses. Their investments also help to strengthen the global economy: support businesses small and large; finance infrastructure projects that connect and power cities; and facilitate innovations that drive progress.
This mission would not be possible without our smartest investment - the one we make in our employees. It's why we're dedicated to creating an environment where our colleagues feel welcomed, valued and supported with networks, benefits and development opportunities to help them thrive.
For additional information on BlackRock, please visit @blackrock | Twitter: @blackrock | LinkedIn: **********************************
BlackRock is proud to be an equal opportunity workplace. We are committed to equal employment opportunity to all applicants and existing employees, and we evaluate qualified applicants without regard to race, creed, color, national origin, sex (including pregnancy and gender identity/expression), sexual orientation, age, ancestry, physical or mental disability, marital status, political affiliation, religion, citizenship status, genetic information, veteran status, or any other basis protected under applicable federal, state, or local law. View the EEOC's Know Your Rights poster and its supplement and the pay transparency statement.
BlackRock is committed to full inclusion of all qualified individuals and to providing reasonable accommodations or job modifications for individuals with disabilities. If reasonable accommodation/adjustments are needed throughout the employment process, please email Disability.Assistance@blackrock.com. All requests are treated in line with our privacy policy.
BlackRock will consider for employment qualified applicants with arrest or conviction records in a manner consistent with the requirements of the law, including any applicable fair chance law.
$85.5k-105k yearly Auto-Apply 41d ago
Analyst, Investment Risk Management
Blackrock, Inc. 4.4
Philadelphia, PA jobs
About this role The Risk & Quantitative Analysis (RQA) group provides independent oversight of BlackRock's fiduciary and enterprise risks. RQA's mission is to advance the firm's risk management practices and deliver independent risk advice and constructive challenge to drive better business and investment outcomes. RQA's risk managers play a meaningful role in BlackRock's investment process, using quantitative analysis and a multi-disciplinary skillset to tackle real-world problems and provide tangible solutions in the investment management process.
RQA is committed to investing in our people to promote both individual accomplishment and a strong collaborative environment. As a global group, our goal is to create a culture of inclusion which encourages teamwork, innovation, diversity and the development of future leaders. We actively engage in discussions on career growth and work with team members to understand how personal passions and strengths.
What the RQA group at BlackRock has
* A team of outstanding risk managers partnering with portfolio management teams to oversee our clients' portfolios
* Global colleagues with subject matter expertise in investing, macroeconomics, financial modelling and strategy
What you have
* A degree in a quantitative field, e.g., mathematics, computer science, economics, engineering
* 1-2 years of relevant working experience preferred
* An ability to explain complex ideas in simple but impactful terms and proven ability to use effective communication to influence outcomes
* A passion for applying quantitative techniques to real-world problems and being a student of the financial markets
* An understanding of the fundamental principles of risk management including risk estimation methodologies, stress testing and attribution
* A love of models, an understanding of their limitations and a desire to improve them
* Proven coding skills in Python, etc.
* Working towards FRM or CFA designation or other industry certifications is a plus
For Philadelphia, PA Only the salary range for this position is USD$85,500.00 - USD$105,000.00 . Additionally, employees are eligible for an annual discretionary bonus, and benefits including healthcare, leave benefits, and retirement benefits. BlackRock operates a pay-for-performance compensation philosophy and your total compensation may vary based on role, location, and firm, department and individual performance.
Our benefits
To help you stay energized, engaged and inspired, we offer a wide range of benefits including a strong retirement plan, tuition reimbursement, comprehensive healthcare, support for working parents and Flexible Time Off (FTO) so you can relax, recharge and be there for the people you care about.
Our hybrid work model
BlackRock's hybrid work model is designed to enable a culture of collaboration and apprenticeship that enriches the experience of our employees, while supporting flexibility for all. Employees are currently required to work at least 4 days in the office per week, with the flexibility to work from home 1 day a week. Some business groups may require more time in the office due to their roles and responsibilities. We remain focused on increasing the impactful moments that arise when we work together in person - aligned with our commitment to performance and innovation. As a new joiner, you can count on this hybrid model to accelerate your learning and onboarding experience here at BlackRock.
About BlackRock
At BlackRock, we are all connected by one mission: to help more and more people experience financial well-being. Our clients, and the people they serve, are saving for retirement, paying for their children's educations, buying homes and starting businesses. Their investments also help to strengthen the global economy: support businesses small and large; finance infrastructure projects that connect and power cities; and facilitate innovations that drive progress.
This mission would not be possible without our smartest investment - the one we make in our employees. It's why we're dedicated to creating an environment where our colleagues feel welcomed, valued and supported with networks, benefits and development opportunities to help them thrive.
For additional information on BlackRock, please visit @blackrock | Twitter: @blackrock | LinkedIn: **********************************
BlackRock is proud to be an equal opportunity workplace. We are committed to equal employment opportunity to all applicants and existing employees, and we evaluate qualified applicants without regard to race, creed, color, national origin, sex (including pregnancy and gender identity/expression), sexual orientation, age, ancestry, physical or mental disability, marital status, political affiliation, religion, citizenship status, genetic information, veteran status, or any other basis protected under applicable federal, state, or local law. View the EEOC's Know Your Rights poster and its supplement and the pay transparency statement.
BlackRock is committed to full inclusion of all qualified individuals and to providing reasonable accommodations or job modifications for individuals with disabilities. If reasonable accommodation/adjustments are needed throughout the employment process, please email Disability.Assistance@blackrock.com. All requests are treated in line with our privacy policy.
BlackRock will consider for employment qualified applicants with arrest or conviction records in a manner consistent with the requirements of the law, including any applicable fair chance law.
Job Classification: Investment Management - Investment Operations A GLOBAL FIRM WITH A DIVERSE & INCLUSIVE CULTURE As the Global Asset Management business of Prudential, we're always looking for ways to improve financial services. We're passionate about making a meaningful impact - touching the lives of millions and solving financial challenges in an ever-changing world.
We also believe talent is key to achieving our vision and are intentional about building a culture on respect and collaboration. When you join PGIM, you'll unlock a motivating and impactful career - all while growing your skills and advancing your profession at one of the world's leading global asset managers!
If you're not afraid to think differently and challenge the status quo, come and be a part of a dedicated team that's investing in your future by shaping tomorrow today.
At PGIM, You Can!
What you will do
Investment Reporting, a division of PGIM, has an opening available for an Analyst in the Management Reporting and Analysis group. The position is primarily responsible for the preparation of daily, weekly, monthly, quarterly, and annual investment compliance reports for the Securities Trade Monitoring group of Prudential. In addition, the associate will report various TIC (Treasury International Capital) reports which are sent to the Federal Reserve Bank of NY, and filed with the US Treasury, that report cross border transactions are also a reporting requirement for the position.
The Analyst will be responsible for handling monthly and quarterly reporting of Assets Under Management for PGIM and Prudential Financial and will support various businesses such as client management, finance, marketing, and retirement. The Analyst will research and resolve discrepancies in the various reports as well as handle ad-hoc requests.
This position is based in Newark, NJ or Tampa, FL and will follow a hybrid schedule (3 days in office). Our organization follows a hybrid work structure where employees can work remotely and/ from the office, as needed, based on demands of specific tasks or personal work preferences. Working from the office is encouraged when working on tasks that require a high degree of collaboration.
What you can expect
* Daily review of limit monitoring dashboards & reports
* Researching limit overages & validating overage causes with business partners
* Processing of limit overages in workflow tool
* Daily, monthly, and quarterly compilation/analysis/distribution of collateral, limit, and Statutory monitoring reports
* Work with Senior Management, Compliance, Securities Trade Monitoring, various Finance and Technology teams, and the Law Department.
What you will bring
* Daily review of limit monitoring dashboards & reports
* Bachelor's degree in accounting, Finance or related field.
* Strong quantitative and analytical skills
* Proficiency in the MS Office Suite: Word, Excel, PowerPoint, etc.
* Knowledge of investment accounting and of various investment instruments
* High level of self-motivation and dedication
* Strong attention to detail
* Excellent written, verbal, and interpersonal skills
* Ability to work independently and also as a member of a team.
What will set you apart?
* Strong leadership and organizational skills
* Client focused and results oriented work ethic
* Strong attention to detail with the ability to summarize and communicate complex issues effectively, both orally and in writing
* Prior background / internship experience in investment management or financial services Industry is strongly preferred.
* We know not everyone will meet 100% of the requirements, however we encourage you to apply if you think your skills are a good fit for this role.
Note: Prudential is required by state specific laws to include the salary range for this role when hiring a resident in applicable locations. The salary range for this role is from $60,000 to $70,000. Specific pricing for the role may vary within the above range based on many factors including geographic location, candidate experience, and skills. Roles may also be eligible for additional compensation and/or benefits. Eligibility to participate in a discretionary annual incentive program is subject to the rules governing the program, whereby an award, if any, depends on various factors including, without limitation, individual and organizational performance.
What we offer you:
* Market competitive base salaries, with a yearly bonus potential at every level.
* Medical, dental, vision, life insurance, disability insurance, Paid Time Off (PTO), and leave of absences, such as parental and military leave.
* 401(k) plan with company match (up to 4%).
* Company-funded pension plan.
* Wellness Programs including up to $1,600 a year for reimbursement of items purchased to support personal wellbeing needs.
* Work/Life Resources to help support topics such as parenting, housing, senior care, finances, pets, legal matters, education, emotional and mental health, and career development.
* Education Benefit to help finance traditional college enrollment toward obtaining an approved degree and many accredited certificate programs.
* Employee Stock Purchase Plan: Shares can be purchased at 85% of the lower of two prices (Beginning or End of the purchase period), after one year of service.
Eligibility to participate in a discretionary annual incentive program is subject to the rules governing the program, whereby an award, if any, depends on various factors including, without limitation, individual and organizational performance. To find out more about our Total Rewards package, visit Work Life Balance | Prudential Careers. Some of the above benefits may not apply to part-time employees scheduled to work less than 20 hours per week.
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.
Job Classification:
Investment Management - Investment Operations
A GLOBAL FIRM WITH A DIVERSE & INCLUSIVE CULTURE
As the Global Asset Management business of Prudential, we're always looking for ways to improve financial services. We're passionate about making a meaningful impact - touching the lives of millions and solving financial challenges in an ever-changing world.
We also believe talent is key to achieving our vision and are intentional about building a culture on respect and collaboration. When you join PGIM, you'll unlock a motivating and impactful career - all while growing your skills and advancing your profession at one of the world's leading global asset managers!
If you're not afraid to think differently and challenge the status quo, come and be a part of a dedicated team that's investing in your future by shaping tomorrow today.
At PGIM, You Can!
What you will do
PGIM Plan Accounting Investment Operations is an integral component in the support of PGIM and Group Insurance businesses and their clients' investments in separate accounts and trust vehicles. Positions in Plan Accounting provide the opportunity to gain broad business knowledge by way of consistent exposure to a wide network of business partners. These include corporate and business functions such as Finance, Operations and Systems, Risk Management, Compliance, Audit, Product Development, Client Relationship Management and Actuarial Services as well as external banks and financial companies. Under the guidance of their supervisors, Associates are empowered to immediately contribute in a meaningful way, add significant value to organization initiatives and effect change.
This position is based in our Newark, NJ office and will follow a hybrid schedule (3 days in office). Our organization follows a hybrid work structure where employees can work remotely and/ from the office, as needed, based on demands of specific tasks or personal work preferences. Working from the office is encouraged when working on tasks that require a high degree of collaboration.
What you can expect
Supporting, monitoring, and calculating unit values for the investments we support
Transfer agency services including asset to liability reconciliations and investor share ownership
Production of client level commingled asset and investment reports, 5500/Schedule C and regulatory reporting
Calculation, invoicing, and collection of fees related to Investment management services and administration
Transaction processing including client contributions, withdrawals, and bank account monitoring
ORACLE accounting entries and ledger revenue reconciliations
Asset Manager relationship management and cashflow forecasting
Client order processing including exchanges and withdrawals; NSCC trading
Support of new fund development, set ups and closings
Bank Oversight and Related Reconciliation/Reporting Functions
Portfolio and Client level transition events (ie. securities in-kind transfers, manager replacements, etc)
External and Internal audit review and support; Client service support
Participate in various analysis and special projects
What you will bring
Bachelor's degree in Economics, Finance, Accounting or Business related preferred
3.0 GPA or above preferred
Ability to understand and analyze basic accounting principles and financial statements
Ability to organize, prioritize tasks and work in a deadline oriented environment
Strong oral and written communication skills; ability to deal with associates at all levels within the organization
Demonstrated leadership skills
Strong analytical and problem solving skills
Intermediate to advanced proficiency with Microsoft Excel and Word
*PGIM welcomes all applicants, even if you don't meet every requirement. If your skills align with the role, we encourage you to apply.
Note: Prudential is required by state specific laws to include the salary range for this role when hiring a resident in applicable locations. The salary range for this role is from $60,000 to $70,000. Specific pricing for the role may vary within the above range based on many factors including geographic location, candidate experience, and skills.
About PGIM Global Services
PGIM Operations and Innovation drives digital transformation, modern data analytics, and operational excellence across PGIM in partnership with our business and corporate functions. We are aligned into seven verticals to drive innovative solutions and deliver operational services that contribute to PGIM being a world-class investment manager. Our workstreams operate in a collaborative, agile manner and foster a strong community focused on most relevant emerging technologies and best-in-class solutions.
What we offer you:
Market competitive base salaries, with a yearly bonus potential at every level.
Medical, dental, vision, life insurance, disability insurance, Paid Time Off (PTO), and leave of absences, such as parental and military leave.
401(k) plan with company match (up to 4%).
Company-funded pension plan.
Wellness Programs including up to $1,600 a year for reimbursement of items purchased to support personal wellbeing needs.
Work/Life Resources to help support topics such as parenting, housing, senior care, finances, pets, legal matters, education, emotional and mental health, and career development.
Education Benefit to help finance traditional college enrollment toward obtaining an approved degree and many accredited certificate programs.
Employee Stock Purchase Plan: Shares can be purchased at 85% of the lower of two prices (Beginning or End of the purchase period), after one year of service.
Eligibility to participate in a discretionary annual incentive program is subject to the rules governing the program, whereby an award, if any, depends on various factors including, without limitation, individual and organizational performance. To find out more about our Total Rewards package, visit Work Life Balance | Prudential Careers. Some of the above benefits may not apply to part-time employees scheduled to work less than 20 hours per week.
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.
$60k-70k yearly Auto-Apply 30d ago
Analyst, Fixed Income Research Liaison
T. Rowe Price 4.5
Baltimore, MD jobs
External Description:
About this Job
The Fixed Income Research Liaison acts to support the Fixed Income Credit Analysts as a primary point of contact between the Fixed Income investment staff and other operational teams and is actively building their subject matter experience through on the job learning. Responsible for ensuring fixed income issuers and securities are setup correctly, and providing support to FI credit analysts including ratings management, analyst attribution, and quantitative support. Above average technical skills needed to manage the analytics and analyst attribution. Employees must have critical thinking skills and abilities to solve complex problems in the absence of technological solutions. Must have above average communication skills including technical writing to concisely summarize and communicate between investment personnel and operational teams.
Role Summary
Requires conceptual knowledge of theories and practices in their own job discipline. Works within standardized procedures and practices to achieve objectives and meet deadlines. Accountable for their own contributions; regularly verifies that work quality and timeliness meet team objectives. Works under established parameters for daily work; may receive more guidance on new assignments. Supports investment teams through all stages of the client life cycle by managing standard investment-related, operational activities.
Responsibilities
Under the general guidance of senior team members and management, supports the ongoing operational activities associated with portfolio management and credit research. Example activities includes researching and analyzing investment and performance data; generating bespoke investment-, risk-, and performance-related reporting; and resolving low to moderately complex investment-related operational issues independently.
Provide various quantitative reports for risk positioning and metrics
Uses some discretion to coordinate credit analyst responses to ad hoc and recurring quantitative investment-related data inquiries posed by internal teams, clients, consultants, and prospects.
Drive innovation and process improvement solutions.
Has the ability to work within a close team on shared work.
Drafts response to complex requests for review by more experienced managers.
Develops content as directed by investment staff and senior team members.
With guidance and oversight from senior team members and management, serves as project participant on investments-initiated projects.
Develops use cases and testing plans and participates in unit testing as requested to ensure successful outcomes.
Possesses the ability to navigate 3rd party research and ratings platforms to compile data.
Under the direction of senior team members and management, participates in training new employees on policies and procedures.
Qualifications
Required:
Bachelor's degree or the equivalent combination of education and relevant experience AND
2+ years of total relevant work experience
Preferred:
Progress towards an MBA, MSF or CFA program.
Strong technical skills are needed to manage analytics and portfolio attribution.
Advanced Excel skills, SQL, and Power Bi experience preferred.
Employees must have critical thinking skills and abilities to solve complex problems in the absence of technological solutions.
Strong communication skills including technical writing to concisely summarize and communicate between investment personnel and operational teams are needed for this role.
Previous experience with Fixed Income concepts, data, or analytics.
FINRA Requirements
FINRA licenses are not required and will not be supported for this role.
Work Flexibility
This role is eligible for hybrid work, with up to two days per week from home.
City:
State:
Community / Marketing Title: Analyst, Fixed Income Research Liaison
Company Profile:
Location_formattedLocationLong: Maryland, US
CountryEEOText_Description: Commitment to Diversity, Equity, and Inclusion: We strive for equity, equality, and opportunity for all associates. When we embrace the power of diversity and create an environment where people can bring their authentic and best selves to work, our firm is stronger, and we create greater value for our clients. Our commitment and inclusive programming aim to lift the experience for each associate and builds allies for our global associate community. We know that a sense of belonging is key not only to your success at the firm, but also to your ability to bring your best each day. Benefits: We invest in our people through a wide range of programs and benefits, including: • Competitive pay and bonuses as well as a generous retirement plan and employee stock purchase plan with matching contributions • Flexible and remote work opportunities • Health care benefits (medical, dental, vision) • Tuition assistance • Wellness programs (fitness reimbursement, Employee Assistance Program) Our policies may change as our working lives evolve. Yet, our commitment to supporting our associates' well-being and addressing the needs of our clients, business, and communities is unwavering. T. Rowe Price is an equal opportunity employer and values diversity of thought, gender, and race. We believe our continued success depends upon the equal treatment of all associates and applicants for employment without discrimination on the basis of race, religion, creed, color, national origin, sex, gender, age, mental or physical disability, marital status, sexual orientation, gender identity or expression, citizenship status, military or veteran status, pregnancy, or any other classification protected by country, federal, state, or local law.
External Description:
The Quantitative Researcher combines advanced AI and quantitative investing techniques to enhance and support our fundamental investment process. Working alongside experienced analysts and portfolio managers, this role will help deliver innovative, data-driven insights that inform better investment decisions. This is an opportunity to be part of a team deeply engaged in pioneering AI research and modern quantitative approaches, collaborating directly with our fundamental research platform on initiatives that help shape the future of the firm's investment strategies.
Responsibilities
Build Strategic Relationships with Stakeholders:
Develop and maintain strong, consultative relationships with fundamental analysts and portfolio managers (PMs)
Seek to understand each stakeholder's investment framework, objectives, and decision-making approach
Serve as a valued partner, identifying opportunities where quantitative techniques, alternative data, and/or AI can add meaningful value to their process
Deliver Research-Backed Insights and Consultation:
Conduct independent, high-quality research integrating quantitative and AI techniques
Author clear, insightful research reports that communicate complex findings effectively for both technical and non-technical audiences
Respond to ad-hoc data requests while also initiating value-add projects independently
Proactive Research & Recommendations:
Anticipate and identify areas where quantitative analysis could inform or enhance current investment theses
Push relevant research and portfolio reviews proactively to analysts and PMs, supplementing their ongoing decision-making process
Present research and recommendations confidently in meetings and formal presentations to the investment team
Facilitate Integration of Quantitative Insights and AI:
Foster adoption and integration of quantitative techniques into the fundamental investment process
Work collaboratively across teams (Integrated Equity, Fixed Income, Multi-Asset Research, Data Science, Technology) to deliver solutions when necessary
Ensure clear communication and successful project delivery between quantitative and fundamental research groups
Success Measures:
Strength and breadth of relationships with key stakeholders (Analysts, PMs, Investments leadership)
Demonstrated impact through increased awareness and utilization of data-driven insights by fundamental investors
Quality, clarity, and influence of published research and presentations
Measurable contribution to improved investment results
Qualifications
Required:
B.S. in a quantitative discipline (Computer Science, Applied Mathematics, Statistics, or related field)
Exceptional analytical and problem-solving skills, blending both quantitative rigor and qualitative judgment
Advanced proficiency in programming languages (R, Python, and SQL) plus experience applying these to research and modeling in an investment context
Outstanding written and verbal communication skills, with demonstrated ability to present complex quantitative concepts to diverse audiences
Strong interpersonal, relationship-building, and collaborative skills; team-oriented with a high degree of professionalism
Preferred:
M.S. or Ph.D. in a quantitative discipline
3+ years of experience applying quantitative and AI methods in an investing or financial setting
Familiarity with dashboarding tools (e.g., Power BI, Tableau, Shiny / Posit Connect)
CFA charter/candidate, or commitment to obtaining one
Experience leveraging LLMs programmatically for research purposes
Desired Personal Attributes:
Proactive, resourceful, and self-motivated
Intellectual curiosity, openness to new challenges, and willingness to learn cutting-edge techniques
Collaborative and team-oriented
FINRA Requirements
FINRA licenses are not required and will not be supported for this role.
Work Flexibility
This role is eligible for hybrid work, with up to one day per week from home.
Applicants for employment in the US must have work authorization that does not now or in the future require sponsorship of a visa for employment authorization in the United States (e.g., H1-B visa, F-1 visa (OPT), TN visa or any other non-immigrant work status.
City:
State:
Community / Marketing Title: Quantitative Researcher/Analyst (Equity Investing)
Company Profile:
Location_formattedLocationLong: Maryland, US
CountryEEOText_Description: Commitment to Diversity, Equity, and Inclusion: We strive for equity, equality, and opportunity for all associates. When we embrace the power of diversity and create an environment where people can bring their authentic and best selves to work, our firm is stronger, and we create greater value for our clients. Our commitment and inclusive programming aim to lift the experience for each associate and builds allies for our global associate community. We know that a sense of belonging is key not only to your success at the firm, but also to your ability to bring your best each day. Benefits: We invest in our people through a wide range of programs and benefits, including: • Competitive pay and bonuses as well as a generous retirement plan and employee stock purchase plan with matching contributions • Flexible and remote work opportunities • Health care benefits (medical, dental, vision) • Tuition assistance • Wellness programs (fitness reimbursement, Employee Assistance Program) Our policies may change as our working lives evolve. Yet, our commitment to supporting our associates' well-being and addressing the needs of our clients, business, and communities is unwavering. T. Rowe Price is an equal opportunity employer and values diversity of thought, gender, and race. We believe our continued success depends upon the equal treatment of all associates and applicants for employment without discrimination on the basis of race, religion, creed, color, national origin, sex, gender, age, mental or physical disability, marital status, sexual orientation, gender identity or expression, citizenship status, military or veteran status, pregnancy, or any other classification protected by country, federal, state, or local law.
The Advisory Trading Analyst serves as a strategic partner to financial representatives and clients, combining advanced trading knowledge with analytical insight to deliver exceptional service and optimize investment outcomes. This role focuses on trade execution, portfolio alignment, and advisory support within a dynamic, fast-paced environment.
Key Responsibilities
Client Advisory & Relationship Management
Provide consultative guidance on trading strategies and investment solutions tailored to client objectives.
Act as a trusted resource for financial representatives, fostering strong relationships and promoting client retention.
Trade Execution & Analysis
Execute trades across multiple asset classes-equities, ETFs, mutual funds, and fixed income-with precision and efficiency.
Analyze trade activity and market trends to ensure alignment with client goals and regulatory standards.
Portfolio Support & Optimization
Assist in portfolio construction and rebalancing, leveraging deep product knowledge and market insights.
Identify opportunities to enhance portfolio performance and mitigate risk.
Operational Oversight & Compliance
Monitor daily trading activity, ensuring timely processing and adherence to industry regulations and internal policies.
Maintain rigorous standards for confidentiality, data security, and compliance.
Issue Resolution & Risk Management
Collaborate across teams and external partners to resolve trade discrepancies, margin calls, and error corrections.
Proactively identify and address potential risks impacting trade execution or client portfolios.
Technology & Process Innovation
Utilize advanced trading platforms and analytical tools to streamline workflows and improve accuracy.
Champion digital solutions and self-service capabilities to enhance client experience and operational efficiency.
Qualifications
Education: Associate's or Bachelor's degree in Finance, Business, Economics, or related field.
Experience: 2+ years in trading, investment operations, or client advisory within financial services.
Knowledge: Strong understanding of equities, ETFs, mutual funds, fixed income products, and market dynamics.
Skills:
Analytical and problem-solving expertise
Exceptional communication and interpersonal skills
Proficiency with trading platforms and financial software
Ability to manage multiple priorities in a fast-paced environment
This position has been classified as an Associated Person under NMIS guidelines and requires fingerprinting and completion of required form.Non-Registered Fingerprinted - FINRA
Compensation Range:
Pay Range - Start:
$22.65
Pay Range - End:
$33.98
Geographic Specific Pay Structure:
Structure 110:
Structure 115:
We believe in fairness and transparency. It's why we share the salary range for most of our roles. However, final salaries are based on a number of factors, including the skills and experience of the candidate; the current market; location of the candidate; and other factors uncovered in the hiring process. The standard pay structure is listed but if you're living in California, New York City or other eligible location, geographic specific pay structures, compensation and benefits could be applicable, click here to learn more.
Grow your career with a best-in-class company that puts our clients' interests at the center of all we do. Get started now!
Northwestern Mutual is an equal opportunity employer who welcomes and encourages diversity in the workforce. We are committed to creating and maintaining an environment in which each employee can contribute creative ideas, seek challenges, assume leadership and continue to focus on meeting and exceeding business and personal objectives.
$22.7 hourly Auto-Apply 26d ago
AWM, Portfolio Insights Analyst
Jpmorganchase 4.8
Columbus, OH jobs
The Portfolio Insights program plays a lead role in working with financial advisors to help better understand portfolio construction and manager selection. On a per request basis, the team is responsible for running analytics, discussing our output, and communicating our market views.
The team is seeking an analyst to associate-level analyst to assist in servicing clients and continued growth of the program.
Specific Responsibilities
Construct analytics to ensure quick turnaround times for full-service requests across major channels.
Manage offshore channel analytics, escalating to specialists for client calls as needed.
Support program expansion into Canada by handling increased volume of full-service analytics.
Collate data from multiple sources and perform data manipulation for program-related content.
Assist team members with updating and producing timely intellectual capital content.
Distribute and discuss data-driven content across the organization, supporting program growth.
Respond to data requests and collaboration opportunities from other teams in a timely manner.
Conduct quarterly TDC data testing, identifying and escalating issues that require further research by PI Specialists.
Preferred Qualifications
3+ years' work experience, ideally involving client interaction.
Demonstrated record of academic and professional achievement.
Ability to work effectively within a highly motivated and hard-working team as well as on own initiative.
Strong communication skills (written and oral).
Basic knowledge base of a variety of investment and capital market concepts, and the ability to articulate complex investment ideas and processes.
Ability to interact with colleagues at all levels.
Ability to create & articulate compelling, thoughtful and creative presentation materials.
Accuracy and attention to detail is essential with strong analytical acumen.
Strong technical skills, including a proficiency in PowerPoint, Excel and Word.
High intellectual aptitude.
The Advisory Trading Analyst serves as a strategic partner to financial representatives and clients, combining advanced trading knowledge with analytical insight to deliver exceptional service and optimize investment outcomes. This role focuses on trade execution, portfolio alignment, and advisory support within a dynamic, fast-paced environment.
Key Responsibilities
Client Advisory & Relationship Management
* Provide consultative guidance on trading strategies and investment solutions tailored to client objectives.
* Act as a trusted resource for financial representatives, fostering strong relationships and promoting client retention.
Trade Execution & Analysis
* Execute trades across multiple asset classes-equities, ETFs, mutual funds, and fixed income-with precision and efficiency.
* Analyze trade activity and market trends to ensure alignment with client goals and regulatory standards.
Portfolio Support & Optimization
* Assist in portfolio construction and rebalancing, leveraging deep product knowledge and market insights.
* Identify opportunities to enhance portfolio performance and mitigate risk.
Operational Oversight & Compliance
* Monitor daily trading activity, ensuring timely processing and adherence to industry regulations and internal policies.
* Maintain rigorous standards for confidentiality, data security, and compliance.
Issue Resolution & Risk Management
* Collaborate across teams and external partners to resolve trade discrepancies, margin calls, and error corrections.
* Proactively identify and address potential risks impacting trade execution or client portfolios.
Technology & Process Innovation
* Utilize advanced trading platforms and analytical tools to streamline workflows and improve accuracy.
* Champion digital solutions and self-service capabilities to enhance client experience and operational efficiency.
Qualifications
* Education: Associate's or Bachelor's degree in Finance, Business, Economics, or related field.
* Experience: 2+ years in trading, investment operations, or client advisory within financial services.
* Knowledge: Strong understanding of equities, ETFs, mutual funds, fixed income products, and market dynamics.
* Skills:
* Analytical and problem-solving expertise
* Exceptional communication and interpersonal skills
* Proficiency with trading platforms and financial software
* Ability to manage multiple priorities in a fast-paced environment
This position has been classified as an Associated Person under NMIS guidelines and requires fingerprinting and completion of required form.Non-Registered Fingerprinted - FINRA
Compensation Range:
Pay Range - Start:
$22.65
Pay Range - End:
$33.98
Geographic Specific Pay Structure:
Structure 110:
Structure 115:
We believe in fairness and transparency. It's why we share the salary range for most of our roles. However, final salaries are based on a number of factors, including the skills and experience of the candidate; the current market; location of the candidate; and other factors uncovered in the hiring process. The standard pay structure is listed but if you're living in California, New York City or other eligible location, geographic specific pay structures, compensation and benefits could be applicable, click here to learn more.
Grow your career with a best-in-class company that puts our clients' interests at the center of all we do. Get started now!
Northwestern Mutual is an equal opportunity employer who welcomes and encourages diversity in the workforce. We are committed to creating and maintaining an environment in which each employee can contribute creative ideas, seek challenges, assume leadership and continue to focus on meeting and exceeding business and personal objectives.
$22.7 hourly Auto-Apply 27d ago
Security Analyst Intern
Ruoff Mortgage 4.0
Fort Wayne, IN jobs
Internship Description
Ruoff Mortgage is looking for a Security Analyst Intern for Summer 2026. Our internship program runs from Wednesday, May 20th - Friday, August 7th. This position will assist the Security Analyst in the IT Department with various tasks for the company-wide Ruoff team.
Responsibilities
Assist Security Analyst with updating our Asset inventory for Software/Hardware
Assist with our IAM process by reviewing authentication flows and auditing AD and other platform account privileges
Assist with CIS Benchmark updating
Assist with properly identifying and neutralizing Phishing emails
Maintains a professional image and standards consistent with company policies and procedures
Responsible for a high level of confidentiality and security while handling personal information; verbal and/or written documentation
Perform other tasks as requested
Knowledge, Skills and Abilities
Must be working towards Bachelor's degree in Information Technologies, Computer Science, Cyber Security, or related field.
Knowledge of CIS standards, IAM, log analytics, networking protocols, M365, Azure AD and similar skills needed
Technical writing skills are a plus
Proficient with Microsoft Office products-Excel, Word, Outlook
Attention to detail, multi-tasking and broad communication skills are essential
Requirements
Physical Demands and Work Environment
Physical Demands:
While performing the duties of this job, the employee is occasionally required to walk; sit; reach with hands and arms; stoop; talk and hear.
Specific vision abilities required by the job include close and distance vision, peripheral vision and the ability to adjust focus.
Occasionally lift, carry and/or move up to 25 pounds.
Work Environment:
Professional atmosphere in both an open or remote work environment
Routinely uses office equipment such as computers, phones, photocopiers, filing cabinet and fax machine.
Ruoff Mortgage Internship Program Details
The Ruoff Mortgage Internship Program is designed to be engaging, hands-on, and rewarding. Throughout the summer, interns connect with leaders and peers through interactive Lunch & Learns, where they explore Mortgage 101, credit basics, department spotlights, and professional skills, plus weekly meetings focused on career readiness, leadership, and collaboration. Along the way, interns enjoy networking opportunities, community volunteer events, team outings, and wrap up the summer by showcasing their work in a group project presentation, making it a memorable and meaningful experience from start to finish!
Ruoff Mortgage is an equal opportunity employer. Ideal candidates must be enrolled in an Indiana college or university, legally authorized to work in the U.S., and able to work in person at Ruoff Mortgage Corporate Headquarters in Fort Wayne, Indiana. Employment is subject to background and reference checks. While we thank all applicants for their interest, only those selected for interviews will be contacted.
$30k-39k yearly est. 27d ago
Desktop Support Analyst Intern
Ruoff Mortgage 4.0
Fort Wayne, IN jobs
Ruoff Mortgage is looking for an Desktop Support Analyst Intern for Summer 2026. Our internship program runs from Wednesday, May 20th - Friday, August 7th. This position will assist the Desktop Support team in the IT Department with various tasks for the company-wide Ruoff team.
Responsibilities
Learn and discover the intricacies of Microsoft Intune and Autopilot as we spearhead a project to replace the companies' aging laptops
Assist in the replacement of printers/scanners/copiers while learning the functionality of a print server
Help manage inventory and proper disposal of assets utilizing Active directory, security applications, and Asset management software
Active Directory revamp: Help us create dynamic groups that automate the way Ruoff works and provides correct access to its users
Maintains a professional image and standards consistent with company policies and procedures
Responsible for a high level of confidentiality and security while handling personal information; verbal and/or written documentation
Perform other tasks as requested
Knowledge, Skills and Abilities
Must be working towards Bachelor's degree in Information Technologies, Computer Science, Cyber Security, or related field.
Knowledge of networking protocols, PC hardware and software installation, Active Directory, M365, Entra AD administration and similar skills needed
Technical writing skills are a plus
Proficient with Microsoft Office products-Excel, Word, Outlook
Attention to detail, multi-tasking and broad communication skills are essential
Requirements
Physical Demands and Work Environment
Physical Demands:
While performing the duties of this job, the employee is occasionally required to walk; sit; reach with hands and arms; stoop; talk and hear.
Specific vision abilities required by the job include close and distance vision, peripheral vision and the ability to adjust focus.
Occasionally lift, carry and/or move up to 25 pounds.
Work Environment:
Professional atmosphere in both an open or remote work environment
Routinely uses office equipment such as computers, phones, photocopiers, filing cabinet and fax machine.
Ruoff Mortgage Internship Program Details
The Ruoff Mortgage Internship Program is designed to be engaging, hands-on, and rewarding. Throughout the summer, interns connect with leaders and peers through interactive Lunch & Learns, where they explore Mortgage 101, credit basics, department spotlights, and professional skills, plus weekly meetings focused on career readiness, leadership, and collaboration. Along the way, interns enjoy networking opportunities, community volunteer events, team outings, and wrap up the summer by showcasing their work in a group project presentation, making it a memorable and meaningful experience from start to finish!
Ruoff Mortgage is an equal opportunity employer. Ideal candidates must be enrolled in an Indiana college or university, legally authorized to work in the U.S., and able to work in person at Ruoff Mortgage Corporate Headquarters in Fort Wayne, Indiana. Employment is subject to background and reference checks. While we thank all applicants for their interest, only those selected for interviews will be contacted.
$30k-39k yearly est. 27d ago
Metaculus Competition
Bridgewater Associates 4.9
Remote
Get in the Game: Bridgewater and Metaculus - a leading forecasting technology platform - will be hosting our second annual Forecasting Contest in early 2025. The competition is open to anyone who shares our organizations' mutual passion for understanding the world through data, technology, and research, and using that understanding to make informed predictions about the future. You can sign up here to be the first to know when entries for the competition open.
$94k-128k yearly est. Auto-Apply 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.