Asset Management Risk Manager
Portfolio manager job in Jersey City, NJ
Job Description:The Role
The Manager position in Asset Management Risk provides general operational risk oversight for Fidelity Digital Asset Management and related businesses. Responsibilities include gathering important industry, market, and internal data, developing tools to measure risks and trends, and evaluating how these issues may impact Asset Management, our clients, and associates. This role will be accountable for analyzing data and controls to identify emerging and significant risks, perform targeted data-driven risk assessments, and develop risk management reporting using data visualization tools. The ideal candidate will have demonstrated commitment and passion for risk management, asset management, and academic/or work experience in related markets or fields. Candidates with SQL, programming, or data visualizations skills would be a plus. Strong communication, presentation and writing skills are also an important success factor. This role requires someone who is hard-working, eager to learn, and results oriented.
The Expertise and Skills You Bring
Bachelor's degree required
5+ years of relevant work experience in the financial industry, crypto experience preferred
Experience in Compliance, Risk, or Operations related to crypto/blockchain products, data, services
Demonstrated analytical skills with the ability to work with and summarize data from multiple sources
Experience working with blockchain technology or related enterprises
Executive level presentation skills required
Project management experience
Experience with data analysis techniques and visualization tools (e.g., Tableau), a plus
Experience with common data science tools & languages, a plus
CFA and/or FRM certifications a plus
Foundational understanding of blockchain technology
Ability to engage with multiple teams to establish a collaborative and interdisciplinary approach
Natural intellectual curiosity, initiative, and love for learning new skills and capabilities
Skilled at operating autonomously to achieve results in a dynamic environment
Thrives in a dynamic organization where priorities shift to meet evolving business needs
Superb verbal and written communications skills
Strong data analysis skills (e.g., tools, strategies)
Staying abreast of the latest innovations across industry
Problem solver with a blend of creativity and analytical rigor
The Value You Deliver
Analyze data and controls as well as identifying latent and emerging risks. The results of this analysis will be compiled into comprehensive management reports, including visual aids, analysis of data analytics and conclusions.
Actively perform proactive and targeted data analysis to identify risks for management.
Perform ad-hoc quality control reviews for presentations and reports built by the team to ensure the integrity of the materials.
Partner with business units to ensure that controls are working as intended and to improve the efficiency and effectiveness of processing.
Note: Fidelity is not providing immigration sponsorship for this position
The Team
Asset Management Risk, part of Fidelity's Risk organization and aligned with Asset Management's Compliance Risk and Business Operations Group (CRBO), provides guidance to management and business units by proactively identifying and monitoring risks to protect the interests of the firm, its clients, and associates. To execute this goal, Asset Management Risk is responsible for identifying, analyzing, aggregating, and reporting on significant and emerging risks to assist management in strengthening their controls and processes.
The base salary range for this position is $80,000-153,000 USD per year.
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.
Certifications:Category:Risk
Leasing Portfolio Manager
Portfolio manager job in New York, NY
The Heller Organization is growing our Chelsea, NYC office!
We are seeking a QUALIFIED (3+ years) Leasing Portfolio Manager to oversee all Heller exclusive properties. This individual will work closely with CEO, Adam Heller, and building landlords/management.
Please note: this is not a salesperson position. You must have experience as a rental manager and working on new development. Must also have experience dealing with affordable programs/leases. Large component will also be helping to oversee a brand new high-end project in Greenpoint with several upcoming towers.
**MUST HAVE A NY REAL ESTATE LICENSE
**MUST KNOW HOW TO USE: OLR, STREETEASY, ON-SITE, FUNNEL, etc.
**Compensation commensurate with experience
Role Description
The Leasing Portfolio Manager will oversee the leasing operations and management of our diverse portfolio of properties. Responsibilities include developing and implementing leasing strategies, conducting market analysis of surrounding comps, and visit all Heller buildings on a monthly basis to walk all vacant units. The role also involves monitoring portfolio performance, preparing reports, and working closely with landlords, owners, and developers. This individual is expected to bring in new business to the company.
Qualifications
Strong analytical and problem-solving skills
Expertise in Finance and Portfolio Management
Proven ability to develop and execute leasing strategies
Excellent communication and interpersonal skills to maintain client, property management, landlord, and owner relationships
Proficiency in financial modeling, spreadsheets, and reporting tools
Experience in the New York real estate market
The Heller Organization is a full service real estate firm founded in 1997 offering brokerage services in BOTH Commercial and Residential assets. The company specializes in both the sale and rental of high-end residential condominiums, cooperative apartments and townhouses; as well as commercial leasing throughout the five boroughs. Our boutique size is a distinct advantage in a competitive real estate environment. It gives us the ability to provide individual attention to ensure the highest standards of professionalism when dealing with our customers. The single most important aspect of a successful deal is a hands-on approach to the daily management of the marketing and sales process, which is what sets us apart from the competition.
Heller handles the leasing for 20+ residential projects comprising nearly 2,500 high-end rental and condominium units, in addition to over 500,000 SF of prime commercial space. The firm is currently working on several leasing projects throughout Manhattan, Brooklyn, Queens and the Bronx. The firm is actively involved throughout the pre-development phase through the marketing, sales and leasing, and has many additional developments in the pipeline.
Why Choose Heller?
Boutique sized company with CEOs, Manager & Agents that treat you like FAMILY!
Supportive Office Culture
25+ Years of experience
In-House Marketing (Custom Pitch Books, Flyers, Eblasts)
No Desk Fee
REBNY Affiliated
Senior Analyst, Investment Team
Portfolio manager job in New York, NY
Company: Pantzer Properties
Job Title: Senior Analyst - Investment Team
- Base Salary Range $100,000/yr. to $150,000/yr.
- Plus an additional discretionary annual bonus, base salary range does not include this.
Pantzer Properties is a fully integrated owner/operator of multifamily assets along the East Coast of the United States. We invest through our fully discretionary private equity fund series known as the Panco Strategic Real Estate Funds.
Since its inception, Pantzer Properties has successfully raised six funds and been involved in more than $8 billion of real estate transactions. We currently own and manage approximately 10,000 units and are actively deploying $1.0B of equity in Fund VI. We are strategically positioned with top-tier multifamily properties, experienced leadership, and a 50-year track record.
Acquisitions Responsibilities:
Underwrite and assist in the overall financial analysis of potential acquisition opportunities.
Prepare cash flow models that will be utilized to value real estate investments, including equity and debt.
Evaluate financing scenarios and provide support for acquisition financing.
Prepare investment memoranda for recommended acquisition opportunities.
Assist in transaction due diligence by collecting, reviewing, and summarizing property reports as well as other due diligence documents. Assist with transaction closings.
Provide research support utilizing internal and external resources. Gather market research and stay current on industry trends. Maintain thorough market awareness in targeted markets through direct research and review of third-party research.
Asset Management Responsibilities:
Support team with all aspects of monitoring the performance of a multifamily investment portfolio.
Assist in the implementation of property business plans, the preparation of asset valuations and annual budgets.
Prepare hold/sell/refi analysis.
Verify the accuracy of property operating statements and provide actual to-budget variance analysis.
Facilitate information flow between property management, accounting, and acquisition teams.
Implement, oversee, and monitor turnaround strategies for any underperforming assets.
Create presentation materials and communications sent to investors and executive management.
Evaluate the local markets to identify changes and trends and the related impact on real estate values and investment strategies.
Participate in the disposition process and assist with due diligence through closing.
Establishment and maintenance of project files and databases.
Assist with analysis related to investor deliverables and reporting.
Application Requirements:
1-2 Years of investment/advisory work experience, preference given to previous employment at a principal real estate firm, brokerage, or investment bank.
Strong financial modeling skills (candidates should expect a test).
We're looking for pre-MBA candidates. MBA's will not be considered.
Strong analytical, interpersonal, writing, and research skills.
Excellent organizational and communication skills.
Self-motivated, resourceful, and proactive.
Ability to work independently, effectively prioritize, and multi-task under pressure.
Understanding of the private equity business model and real estate industry.
Familiarity with East Coast markets is a plus.
Multifamily asset-class experience is a plus.
Quantitative Associate, Portfolio Management ($100B AUM Asset Manager)
Portfolio manager job in New York, NY
A leading institutional investment platform is seeking a Quantitative Associate to join its Portfolio Management team, supporting the oversight of a diversified credit investment portfolio. This individual will work directly with the Lead Portfolio Manager on portfolio construction, asset allocation, risk analytics, and optimization across private and public credit strategies.
The ideal candidate has strong technical capabilities, a deep understanding of portfolio theory, and hands-on experience supporting investment decision-making within an asset manager, insurance company, or advanced credit-focused investment team.
Key Responsibilities
Support the Lead Portfolio Manager on all aspects of portfolio construction, asset allocation, optimization, and risk budgeting.
Develop and enhance quantitative models, tools, and dashboards to evaluate portfolio performance, exposures, factor sensitivities, and scenario analysis.
Build analytics to support investment decisions across structured credit, corporate credit, private credit, and multi-asset credit portfolios.
Conduct portfolio optimization analyses including capital allocation, yield/risk trade-offs, liability-aware investing, and regulatory constraints.
Partner with PMs, traders, and risk management to integrate data, improve analytics pipelines, and ensure accuracy of exposures and risk metrics.
Automate and scale reporting processes across performance attribution, liquidity forecasting, and forward-looking risk scenarios.
Contribute to research initiatives across macro trends, interest-rate modeling, and credit-spread dynamics.
Qualifications
Advanced STEM degree preferred (e.g., MS/PhD in Quantitative Finance, Statistics, Applied Mathematics, Computer Science, Engineering, or similar).
3-8 years of experience supporting portfolio management, investment research, or risk analytics at a leading asset manager, insurance company, hedge fund, or credit-focused investment team.
Strong programming skills in Python (preferred), plus proficiency in SQL
Strong background in portfolio construction, optimization, risk modeling, and financial mathematics.
Familiarity with fixed income and credit asset classes (structured credit, corporate credit, private credit, securitized products, etc.).
Experience building models and analytics to support PMs, with the ability to translate quantitative insights into actionable investment recommendations.
Excellent communication skills and an ability to work cross-functionally in a fast-paced environment.
Compensation
Base: $150k - $215k
Total Comp: $250k - $300k
Other
In office 5 days a week - downtown Manhattan
Finance Manager
Portfolio manager job in New Brunswick, NJ
Role Description
We are a dynamic and a growing company with over 15% annual growth, delivering excellence in laboratory medical supplies & service industry. As we expand, we are looking for a strategic and hands-on Finance Manager to lead our financial operations. This role is critical to ensuring financial stability and supporting the company's growth goals.
The Finance Manager will oversee all accounting and financial activities, providing strategic insights and managing day-to-day financial operations. Reporting to the COO, this role works closely with external FP&A and CFO consultants to ensure sound financial management and strategic alignment.
What You'll Do
Responsibilities
Accounting & Financial Operations
Manage all accounting functions, including accounts payable (AP), accounts receivable (AR), payroll, general ledger, bank reconciliation and month-end & annual close.
Ensure accurate and timely preparation of financial statements in compliance with GAAP.
Maintain and enhance the accounting systems to support scalability.
Budgeting & Forecasting
Lead the annual budgeting process and collaborate with department heads and external consultants.
Monitor budget performance, conduct variance analysis, and provide actionable recommendations.
Support short- and long-term financial forecasting.
Financial Reporting
Prepare and present financial reports, dashboards, and KPIs to the COO and senior leadership.
Provide data-driven insights to optimize financial performance.
Cash Flow Management
Monitor and manage cash flow to ensure operational liquidity.
Prepare cash flow projections and recommend strategies to optimize working capital.
Compliance & Internal Controls
Implement and maintain internal controls to ensure financial integrity.
Ensure compliance with tax laws, regulatory requirements, and company policies.
Coordinate with external auditors and consultants for periodic reviews and audits.
Collaboration & Leadership
Work closely with the COO, fractional CFO, and FP&A consultants to align financial strategies with business objectives.
Provide hands-on leadership, guidance and employee development for a team of 4-5 associates (onshore & offshore)
Partner with department leaders to support cost optimization and operational efficiency.
Process Improvement
Identify and implement improvements to financial processes and systems.
Leverage technology to enhance efficiency, accuracy, and scalability.
Risk Management
Assess financial risks and recommend mitigation strategies.
Ensure adequate insurance coverage and compliance with contractual obligations.
What You'll Bring to The Table
Education & Experience
Bachelor's degree in Accounting, Finance, or a related field (CPA or CMA preferred).
5+ years of progressive accounting and financial management experience, ideally in a mid-sized organization leading, coaching and mentoring accounting team.
Industry exposure with medical supplies, equipment or services, or experience working with a distributorship (B2B) is a plus
Comprehensive knowledge of GAAP, financial reporting, and tax compliance.
Skills
Hands-on experience with accounting software (e.g., D365 preferred, NetSuite, SAP), financial tools and spreadsheets.
Strong analytical and problem-solving skills.
Proficiency in budgeting, forecasting, and financial modeling.
Leadership skills to drive performance and develop team of direct/indirect reports.
Excellent communication and interpersonal skills, with the ability to collaborate across teams.
Self-starter with a proactive and solutions-focused approach.
Strong team player and ability to manage complex interpersonal relationships.
Finance Manager - CADAR (New York Headquarters)
Portfolio manager job in New York, NY
Founded in 2015 in New York City, CADAR Fine Jewelry is recognized for its innovative, art-forward designs and exceptional craftsmanship. As a leading luxury brand in the fine jewelry industry, CADAR has received prestigious honors including
Best in Gold
at COUTURE and
Gold Design of the Year
from
Town & Country
Magazine. Our jewelry is a favorite among celebrities and is carried by esteemed retailers such as Bergdorf Goodman, Neiman Marcus, and Saks Fifth Avenue, as well as through our e-boutique at cadar.com.
We're excited to share that our flagship boutique is now open in New York City's Meatpacking District, a milestone that reflects CADAR's continued growth and creative evolution.
Position: Finance Manager
Reports to: Finance Director
Location: New York, NY (On-site, Full-time)
Role Description
Reporting to the Finance Director, the Finance Manager is responsible for overseeing daily accounting and finance operations, maintaining accurate financial records, and supporting management with reporting, analysis, budgeting, and cash flow management.
The role requires a proactive, detail-oriented professional who can manage multiple priorities in a fast-paced luxury retail environment while ensuring financial integrity and operational efficiency.
Key Responsibilities
Financial Accounting & Reporting
Maintain accurate accounting and financial records in compliance with company policies and standards.
Prepare monthly, quarterly, and annual financial reports, including Profit & Loss statements, Balance Sheets, and Cash Flow summaries.
Support month-end and year-end closing activities, ensuring timely and accurate submissions.
Assist in preparing financial documentation for external audits and internal reviews.
Accounts Payable & Receivable
Manage vendor invoices, payments, and account reconciliations.
Oversee customer invoicing, credit control, and collections processes.
Monitor aging reports and resolve discrepancies promptly to maintain healthy cash flow.
Treasury & Cash Flow Management
Track daily cash balances and support ongoing cash flow monitoring.
Assist in executing and recording banking transactions accurately.
Support working capital and liquidity planning initiatives.
Inventory & Cost Accounting
Collaborate with Operations to ensure accurate inventory valuation and cost tracking.
Monitor inventory movements, adjustments, and reconciliations to maintain accurate stock and financial records.
Budgeting & Forecasting
Assist in the preparation of annual budgets and periodic forecasts.
Conduct variance analysis to highlight key financial insights and performance drivers.
Identify trends, opportunities, and financial risks impacting the business.
Compliance & Internal Controls
Ensure compliance with all financial policies, procedures, and statutory requirements.
Maintain and enhance internal control frameworks to safeguard company assets.
Support process improvements to drive efficiency, accuracy, and transparency in finance operations.
Cross-Functional Support
Partner with Sales, Operations, and Management teams to provide financial insights that support decision-making.
Support performance and profitability analysis of product lines, campaigns, and strategic initiatives.
Contribute to finance system enhancements and process improvement projects as needed.
Education & Qualifications
Bachelor's degree in accounting, Finance, or a related discipline.
Professional certification (CPA, CMA, or part-qualified) is an advantage but not essential.
Experience
2-5 years of experience in accounting or finance, preferably within retail, luxury goods, or consumer products.
Demonstrated hands-on experience in bookkeeping, reporting, and financial analysis.
Proficiency in accounting or ERP software such as QuickBooks, Odoo, or similar platforms.
Why Join CADAR
Join CADAR at an exciting stage of growth and play a key role in strengthening the brand's financial foundation. As Finance Manager, you'll ensure accuracy, insight, and integrity in every aspect of our financial operations-supporting strategic decisions that drive performance and excellence.
Be part of a collaborative, creative team that values precision, innovation, and human connection-and help shape the future of modern luxury jewelry.
Healthcare Finance Manager
Portfolio manager job in New York, NY
Founded in 2010 in Brooklyn, NY, +MEDRITE delivers the highest level of care to patients of all ages, offering a convenient alternative to emergency rooms and primary care appointments. We offer expertise in testing and vaccinations, injury and illness treatment, wound care, pediatrics, orthopedics, x-rays, and more. Our centers provide a personalized doctor-patient relationship, a first-class experience, and friendly faces. +MEDRITE is committed to improving your health and wellness with efficiency and compassion.
Role Description
This is a full-time on-site role for a Healthcare Finance Manager located in New York, NY. The Finance Manager will oversee and manage the financial operations of the organization, including budgeting, financial reporting, and financial planning. Responsibilities include analyzing financial data, developing financial strategies, ensuring compliance with financial regulations, and collaborating with other departments to optimize financial performance. The Finance Manager will also supervise financial staff and contribute to the overall financial health and strategic direction of +MEDRITE Urgent Care.
Qualifications
Experience in Budgeting, Financial Reporting, and Financial Planning
Strong Analytical Skills and Financial Strategy Development
Knowledge of Financial Regulations and Compliance
Team Leadership and Staff Supervision Experience
Excellent Communication and Interpersonal Skills
Ability to Collaborate with Cross-functional Teams
Experience in Healthcare Finance or a related field is a plus
Bachelor's degree in Finance, Accounting, Business Administration, or a related field
Finance Manager
Portfolio manager job in New York, NY
Job Title: Finance Manager
Work Hours: 9:00 a.m. - 5:00 p.m. (Monday - Friday)
Hours per Week: 37.5
Duration: 3+ months (with potential extension based on performance)
Hourly Pay Rate: $45 - $48/hr
Position Overview
The Finance Manager will be responsible for overseeing key financial operations, including budget monitoring, reporting, and analysis for the department. The role requires a detail-oriented professional with strong analytical and reporting skills, advanced Excel proficiency, and prior experience with Oracle ERP systems. This position plays a critical role in supporting the DTP Finance Team through monthly closings, budget realignment, and financial reporting processes.
Key Responsibilities
Monitor monthly budgets, fund, and/or general ledgers for the department, including DTP realignment and MSSN for DTP Finance.
Assist the DTP Finance Team in running operating reports in Oracle ERP during the first week of the close.
Compare actuals versus budget during the month-end closing process; prepare accruals and reclassifications as needed.
Prepare month-end reporting by DEL/TLT, analyze actual vs. budget variances, and provide detailed variance analyses.
Consolidate OTPS budget data during the annual budget process (May-November).
Assist with processing DTP purchase orders/requisitions, contracts, change orders, invoices, and check requests.
Recommend and implement approved process improvements to enhance efficiency, and document updated procedures.
Participate in ad hoc projects and assignments as directed by the Director of Finance.
Required Skills & Qualifications
Education: Bachelor's degree in Accounting, Finance, or a related field (CPA preferred but not required).
Experience: Minimum of 5+ years of relevant experience in financial management or accounting.
Technical Skills:
Advanced proficiency in Microsoft Excel and MS Office Suite.
Experience with Oracle ERP systems preferred.
Analytical & Reporting Skills: Strong ability to compile, interpret, and present financial reports reflecting the organization's financial status and operations.
Communication: Excellent written and verbal communication skills.
Attention to Detail: Demonstrated ability to follow through on transactions and ensure accuracy in reporting.
Other: Ability to manage multiple priorities, meet deadlines, and work collaboratively in a fast-paced environment.
Physical & Administrative Requirements
Light physical activity may be required.
May hold signatory authority for expenditures and budget oversight responsibilities.
Pride Health offers eligible employee's comprehensive healthcare coverage (medical, dental, and vision plans), supplemental coverage (accident insurance, critical illness insurance and hospital indemnity), 401(k)-retirement savings, life & disability insurance, an employee assistance program, legal support, auto, home insurance, pet insurance, and employee discounts with preferred vendors
Senior Investment Management Analyst - OEB
Portfolio manager job in Newark, NJ
CompanyFederal Reserve Bank of AtlantaAs an employee of the Atlanta Fed working for the Office of Employee Benefits (OEB) in the Newark, NJ office, you will help support our mission of promoting the stability and efficiency of the U.S. economy and financial system. Your work will affect the economy of the Southeast, the United States, and the world. The work we do here is important, and how we do it is just as important as what we do. We live our values of integrity, excellence, and respect every day. We do the right thing, we do things right, and we treat people right. A career at the Federal Reserve Bank of Atlanta gives you the chance to do work that touches lives and helps communities prosper.
Onsite Work Expectations:
The Bank believes in flexibility to balance the demands of work and life while also recognizing the necessity of connecting and collaborating with our colleagues in person. Onsite work is an essential function of this position, and you are required to be onsite according to the schedule set by your management.
Assists with the oversight of the administration of the investments in the Federal Reserve Systems Thrift Plan and Retirement Plan. Areas of responsibility include preparing, collecting, and interpreting financial information; preparing reports, forecasts, and returns; conducting financial analyses of proposals, investments, and fund sources; reviewing and analyzing investment opportunities in private equity and private real estate; assisting with asset allocation studies, credit analysis; and ensuring compliance with investment policies and procedures.
Key Responsibilities:
Accountable for low/medium complexity Asset Management work including asset allocation studies and product evaluations.
Research and respond to inquiries from external partners, stakeholders, plan participants and Federal Reserve System partners like Finance & Accounting.
Uses data to assist in preparing reports and presentations on each Plan's invested assets.
Identify best practices, perform benchmark analysis and comparisons, and evaluate emerging trends.
Develop presentations and training sessions for Reserve Bank partners.
Lead processes and projects with measurable outcomes.
Education: Bachelor's Degree; MBA Preferred
Experience: Seven + years; extensive experience analyzing institutional investment portfolios or equivalent experience.
Full Time / Part TimeFull time Regular / TemporaryRegularJob Exempt (Yes / No) YesJob CategoryHuman Resources Family GroupWork ShiftFirst (United States of America)
The Federal Reserve Banks are committed to equal employment opportunity for employees and job applicants in compliance with applicable law and to an environment where employees are valued for their differences.
Always verify and apply to jobs on Federal Reserve System Careers (************************************* or through verified Federal Reserve Bank social media channels.
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Auto-ApplySr Analyst, AI Enablement Strategy - Liberty Mutual Investments
Portfolio manager job in New York, NY
The Company Come build on our integrated platform with industry-leading talent, world-class partners, and freedom to innovate. Liberty Mutual Investments (LMI) is the investment firm for Liberty Mutual Group (Liberty). With deep expertise in fixed income, equity, and alternative strategies, LMI invests more than $100B of long-term capital globally, and has a team of nearly 300 investment, finance, and operations professionals located in Boston, MA, and New York, NY. LMI has a clear purpose: drive economic growth, build enduring businesses side-by-side with our partners, and generate superior risk-adjusted returns that secure Liberty's promises.
LMI offers the best of both worlds - the look and feel of a boutique investment firm with the reputation and financial strength of a global leader. As the investment firm of a mutual with long-term capital, LMI has a single client mandate. This gives us the freedom to focus on what we do best.
Our portfolio spans a broad spectrum of public and private investments, and we are committed to expanding our capabilities and our toolkit in support of our mission. We invest across diverse asset classes, financial structures, and industries, including real estate, digital infrastructure, healthcare, renewable energy, and technology-with the aim of creating value and powering innovation. We pride ourselves on our extensive network of mutually beneficial partnerships, and we use our substantial influence, capital, and energy to drive towards a better future. #LMI
This is a range posting between a Sr. Analyst and Associate position and level will be determined by hiring team based on experience.
The Position:
We are seeking an AI Enablement Strategy Senior Analyst to join LMI, reporting to the Director of the AI Collective, to help shape the AI strategy of a globally invested, multi-strategy investment firm. In this role, you will help define and execute our AI enablement strategy, drive curiosity driven experimentation, and foster culture change that empowers our investment business units. You will translate AI capabilities into strategic initiatives, ensure secure and ethical deployments, and measure impact against business objectives.
Responsibilities:
Strategy & Governance:
* Help build the AI adoption roadmap, governance framework, and success metrics alongside AI Collective and GIS leadership.
Stakeholder Enablement:
* Lead cross functional workshops, perform needs assessments, and advise teams on AI best practices.
Experimentation:
* Plan, launch, and iterate quick turn pilots that surface scalable, high value use cases.
Curiosity & Tool Proficiency:
* Showcase hands-on experimentation with GenAI tools; articulate how they work, where they break, and how you've used them in prior projects.
Capability Building:
* Create playbooks, training, and self-service resources to raise AI literacy across the organization.
Project Management:
* Maintain detailed project plans, track adoption KPIs, and brief senior leadership on progress.
Risk & Compliance:
* Partner with Technology, Compliance, and Legal to deliver secure, ethical, and scalable AI solutions.
Qualifications
* 5+years in asset management or financial services, with hands-on work in AI strategy, analytics, or digital transformation.
* Demonstrated passion for curiosity-driven experimentation and can speak to personal GenAI projects, favorite tools, and lessons learned.
* Practical knowledge of modern AI platforms, large language models, and MLOps concepts.
* Proven ability to manage complex, multi stakeholder projects from ideation through rollout.
* Excellent written and verbal communication skills; adept at translating technical concepts for diverse audiences.
* Bachelor's degree required; advanced degree a plus.
About Us
Pay Philosophy: The typical starting salary range for this role is determined by a number of factors including skills, experience, education, certifications and location. The full salary range for this role reflects the competitive labor market value for all employees in these positions across the national market and provides an opportunity to progress as employees grow and develop within the role. Some roles at Liberty Mutual have a corresponding compensation plan which may include commission and/or bonus earnings at rates that vary based on multiple factors set forth in the compensation plan for the role.
At Liberty Mutual, our goal is to create a workplace where everyone feels valued, supported, and can thrive. We build an environment that welcomes a wide range of perspectives and experiences, with inclusion embedded in every aspect of our culture and reflected in everyday interactions. This comes to life through comprehensive benefits, workplace flexibility, professional development opportunities, and a host of opportunities provided through our Employee Resource Groups. Each employee plays a role in creating our inclusive culture, which supports every individual to do their best work. Together, we cultivate a community where everyone can make a meaningful impact for our business, our customers, and the communities we serve.
We value your hard work, integrity and commitment to make things better, and we put people first by offering you benefits that support your life and well-being. To learn more about our benefit offerings please visit: ***********************
Liberty Mutual is an equal opportunity employer. We will not tolerate discrimination on the basis of race, color, national origin, sex, sexual orientation, gender identity, religion, age, disability, veteran's status, pregnancy, genetic information or on any basis prohibited by federal, state or local law.
Fair Chance Notices
* California
* Los Angeles Incorporated
* Los Angeles Unincorporated
* Philadelphia
* San Francisco
Auto-ApplyPGIM Fixed Income: Senior Investment Analyst (Hybrid/ Newark, NJ)
Portfolio manager job in Newark, NJ
Job Classification:
Investment Management - Portfolio Research
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
A junior research position on the ABS credit research team within the Securitized Products group of PGIM Fixed Income. The successful candidate will work closely with the ABF and ABS portfolio management teams to help formulate ABS strategy and help monitor the ABS portfolio. The successful candidate will be responsible for analyzing transaction collateral and economic conditions, assigning and maintaining internal credit ratings, reviewing transaction structures and documentation packages, communicating with investment banking teams, working closely with portfolio management and other internal colleagues to determine investment suitability and relative attractiveness, conducting surveillance on existing investments, and following industry trends.
What you can expect
Contribute to capital deployment strategies by identifying high-impact opportunities across ABS sectors and issuers, fueling investment idea generation and market positioning.
Present and support investment research and relative value trading strategies to the Structured Products ABS portfolio management team, shaping the risk and positioning of the ABS book.
Engage with an issuer's executive team to analyze business models, operational strategies, and financial health in the process of developing and maintaining internal credit ratings.
Assess issuer performance by integrating bottom-up historical data with top-down macroeconomic trends to inform risk-return expectations and influence security level buy, hold, or pass decisions.
Design, enhance, and maintain analytical tools and visualizations to strengthen risk and analytics frameworks, to drive actionable data driven insights.
Impact ABS sector strategies by monitoring emerging consumer and commercial performance trends, macroeconomic indicators, and legal and regulatory changes.
Track ABS portfolio positions to evaluate credit risk, rating stability, and cash flow dynamics, while identifying trading opportunities.
Advance ESG integration by contributing to proprietary ESG Impact Ratings and documenting ESG engagements.
Build and nurture relationships with market participants-including buy-side investors, legal teams, rating agencies, sell-side firms, and trustees-to gain insights on emerging market dynamics.
Develop and deliver client-facing materials that support presentations for prospective and existing PGIM Fixed Income clients.
What you will bring
BA/BS degree (MBA, MS and/or CFA are pluses)
Candidate should have 3-5 years of experience in in fixed income, banking, capital markets, or credit research. Exposure to securitized products (e.g., MBS, ABS) is helpful but not required.
Programming and Visualization Skills a plus (Power BI, Python, R, Tableau)
Outstanding performance in prior experience and demonstrated leadership qualities
Works well as part of a team and enjoys a fast paced, high intensity environment
Possesses strong communication and presentation skills
Has a keen interest in capital markets and asset-backed securities
Possesses strong attention to detail and possesses excellent creative and technical skills
Solid capabilities in fixed income or quantitative finance mathematics
*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 annual base salary range for this role is from $120,000 to $125,000.00. Specific pricing for the role may vary within the above range based on many factors including geographic location, candidate experience, and skills.
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.
Auto-ApplyInvestment Management - Senior Investment Analyst/Strat-US
Portfolio manager job in New York, NY
The Talcott Investment Analytics Strat role is an investment analyst that specializes in data management, investment analytics, program management, digital product design, in addition to quantitative sciences, fostering collaboration between investment subject matter experts and technologists, to help make Talcott's Investment function best in class in the Insurance Asset Management business. The Strat team supports Credit and Structured Credit Analytics, Strategic Asset Allocation function, Asset Liability & Balance Sheet Management, Investment Compliance & Reporting, and Investment Data Architecture. As a Talcott Strat, you will be working in a small team where priorities often change, juggling both project work and business as usual delivery. While being a member of the Investments Team, you will be collaborating with the Technology team to bridge the gap between Investments and Technology.
Primary Responsibilities:
Business Solutions: Develop analytics and dashboards that are accurate, robust, and scalable in support of the investment management function: investment reporting, portfolio construction, asset-liability management, strategic asset allocation, hedging, portfolio and manager performance measurement, compliance.
End to end Data Architecture: Develop and support the investment data architecture, building and maintaining an end-to-end process that results in a trusted gold copy investment data platform.
Data & Analytics: Develop analytic methods and tools to transform and aggregate data to assess detailed risk exposures across assets, portfolios, entities, and managers, including look-through analysis for funds and other structured assets; and for uncovering correlated risks
Data Management: Identify and integrate vendor tools/data to support investment analytics and decision-making (e.g., Aladdin, Intex, TREPP)
Report Automation: Develop automation tools to support timely and accurate data and information flow from vendors and external partners, including error detection and correction.
Program Management: Collaborate with Investment teams in both Front Office and Operations, and other business units where applicable to develop specifications and deliver functionality.
Qualifications:
Outstanding background in investment data & analytics
5+ years. of development experience supporting investment/finance end-to-end system architecture.
Programming expertise in MS SQL. Proficient with MS Power BI (Python a plus)
Strong general and technical communication skills, with an ability to effectively articulate complex financial and mathematical concepts, and able to communicate with senior leaders/portfolio managers.
Creativity and strong problem-solving skills
Ability to work independently and in a highly collaborative team environment.
Understanding of capital markets and capital markets products
Understanding liability-driven investing (especially insurance liabilities) is a plus.
Awareness / understanding of various risk and risk capital frameworks.
Investor Relations (Private Equity) - Analyst/Sr. Analyst
Portfolio manager job in New York, NY
ARCHIMED is not just another investment firm. With offices across Europe, the U.S., and Asia, its singular focus is on healthcare. That concentration is by design: combining operational, medical, scientific, and financial depth lets ARCHIMED act not just as capital, but as a true partner.
We channel our efforts into Biopharma Products, Consumer Health, Healthcare IT, In Vitro Diagnostics, Life Science Tools & Biologic Services, MedTech, and Pharma Services. We help companies internationalize, acquire, innovate, and expand.
ARCHIMED manages €8 billion across its funds, including the largest healthcare-only private equity fund ever raised by a European-based general partner. Its MED I, MED II, and MED Platform I are top-decile performers in their vintages (per Preqin). From day one, ARCHIMED has embraced impact investing, both directly and through its EURÊKA Foundation.
The Team
Our team is international (French, British, German, Polish, Canadian, U.S., Japanese, etc.) and deeply cross-disciplinary, bringing together experience in investing, medicine, operations, strategy, and science.
We include alumni of INSEAD, Berkeley, Wharton, Georgetown, Bocconi, HEC Paris, Ponts et Chaussées, ESSEC, Imperial, Dartmouth, and more.
Our collective backgrounds span private equity (3i, Siparex, USS, Barings, Capiton, KKR, Partners Group), consulting (A.T. Kearney, Bain, McKinsey), M&A (Lazard, EY, KPMG, PwC), and industry (Biotronik, Cerba, pharmacy, veterinary).
Your Role
You will work side by side with the Head of Investor Relations and senior leadership to conceive, plan, and execute fundraisings. Your tasks will include:
Market analysis
Design and production of marketing materials (VDR, pitch decks, PPM, DDQ, etc.)
Legal structuring
Coordinating with third-party providers and forming partnerships
But more than execution, your role is narrative. You must help tell ARCHIMED's story, who we are, why we matter, how we generate value, in a way that resonates with investors and withstands scrutiny. You will attend investor events, represent ARCHIMED, and work roadshows.
Investor Relations Operations
You will run the mechanics of the IR program, quarterly and annual reporting for funds and co-investments, LP queries, secondary transfers, and the like (in close collaboration with Finance, Impact, and Investment teams). You will lead the planning and execution of our Annual General Meeting in coordination with the Communications team.
Co-Investments, GP-Led Secondaries & Other Vehicles
You'll support our co-investment program and help structure and execute GP-led secondaries when appropriate. You'll work across deal teams and with external investors to spot, shape, and deliver these opportunities.
What We're Looking For
We want someone who is more than competent, someone who thinks in layers, asks probing questions, and refuses superficial answers. You should bring:
Deep experience in IR and fundraising with institutional investors
Financial sophistication, you use models, frameworks, and diligence with ease
A working knowledge of market structures, legal frameworks, and industry conventions
Curiosity and discipline in data gathering and interpretation
A capacity to sift priorities in a fast-moving environment
Clarity of communication, you simplify without oversimplifying
A collaborative mindset, you solicit input, engage thoughtfully, and show integrity
Sales instincts in financial services / PE: prospecting, pipeline building, tailoring propositions
A firm grasp of fund structuring, performance metrics, and portfolio finance
Creativity in spotting new capital sources and growing AUM
At minimum a degree in Finance, Economics, or Business
Ability to independently build and manage relationships
Excellent Excel and PowerPoint skills
An entrepreneurial orientation, you're here to build, not just maintain
Alignment with cultural values: inclusion, meritocracy, accountability, client focus, trust
Requirements
Requirements
We are looking for more than a capable professional. The ideal candidate brings the intellectual range, commercial instincts, and interpersonal depth to thrive in a high-performance, globally oriented investment environment. The following qualities are essential:
Investor Relations Expertise
Proven track record in investor relations or fundraising, ideally within private equity, investment banking, or adjacent financial services.
Experience building and managing institutional investor relationships, from initial outreach through long-term partnership.
Financial and Analytical Acumen
Advanced proficiency with financial models, performance metrics, and due diligence processes.
Ability to interpret complex financial data and communicate it with clarity and precision.
Strong understanding of private equity fund structures, terms, and portfolio dynamics.
Strategic Thinking and Market Knowledge
Deep familiarity with market practices, legal frameworks, product structures, and investor behaviors.
Skill in identifying new pools of capital, understanding subtle shifts in the fundraising landscape, and shaping strategy accordingly.
Execution and Operational Excellence
Demonstrated ability to manage multiple workstreams under pressure while maintaining quality and attention to detail.
Strong project management skills and a disciplined approach to planning, prioritization, and follow-through.
Comfortable taking ownership of deliverables ranging from investor presentations and PPMs to complex co-investment processes.
Commercial and Relationship Skills
Natural ability to build trust and credibility with investors, deal teams, and internal stakeholders.
Strong communication skills, articulate and persuasive in writing, confident and thoughtful in conversation.
A commercial mindset with experience identifying prospects, building pipelines, and tailoring value propositions.
Personal Attributes
Entrepreneurial approach with a bias for action and ownership.
Resourceful, intellectually curious, and unafraid to challenge assumptions.
Collaborative spirit with the humility to learn from others and the confidence to lead.
Commitment to values central to ARCHIMED's culture: inclusion, meritocracy, partnership, accountability, client focus, and trust.
Other Qualifications
Bachelor's or advanced degree in Finance, Economics, Business Administration, or a related field.
Advanced proficiency in Excel and PowerPoint.
International mindset and comfort operating in a multicultural, fast-paced environment.
Benefits
401(k)
Healthcare covered by ARCHIMED
Away Days
August Summer Shutdown
Auto-ApplySenior Investment Analyst
Portfolio manager job in New York, NY
Job DescriptionIntro description:
Legalist is an institutional alternative asset management firm. Founded in 2016 and incubated at Y Combinator, the firm uses data-driven technology to invest in credit assets at scale. We are always looking for talented people to join our team.
We are looking for a Senior Investment Analyst on our Government Receivables strategy. In this role, you'll be a senior member of the strategy's underwriting team, working with colleagues to originate, diligence, and monitor revolving and term loans backed by government contacts, tax credits, and other government receivables collateral. See more about the strategy here.
Target candidates have a background in law, consulting/advisory, or credit analysis, and we're especially interested in speaking with candidates with prior government receivables exposure. If you have the experience and interest in working at a technology powered investment firm, we highly encourage you to apply.
Core responsibilities:
Perform due diligence on prospective credit investments and prepare written investment recommendations to senior team members
Assist origination team in identifying and closing target counterparties (across industries and asset types)
Prepare financial models and related analysis to support investment recommendations and track ongoing investments
Assist colleagues across the strategy and company-wide in areas such as origination, underwriting, structuring, portfolio management, operations, technology and marketing.
Qualifications:
Bachelor's degree in a relevant field; advanced degrees encouraged
5+ years' relevant experience in law, finance/credit, or advisory/consulting
Proficiency in financial statement analysis, financial modeling, and/or asset and enterprise valuation
Strong written/oral communication, equally comfortable with expert and non-technical colleagues
Excellent organizational skills and high attention to detail
Ability to work seamlessly across functions and teams, while also being comfortable with solo projects for extended periods
Ability to thrive in a fast paced, growth focused environment
Nice to Have:
First hand exposure (as an attorney, analyst, or banker/consultant) with government contractors or receivables
Prior extended experience at a hybrid or remote-first organization
Senior Analyst, Investor Relations
Portfolio manager job in Princeton, NJ
What The Role Is
The Clearway Finance group is seeking a Senior Analyst, Investor Relations, to support the organization's development and execution of our investor relations strategy to foster strong relationships with investors, analysts, and the broader financial community. This position is located in Princeton, NJ.
What You'll Be Doing
Market Research
Conduct market research to stay informed about industry trends, competitor analysis, and market conditions.
Stay abreast of key drivers in analyst models.
Provide company analysis and peer valuations, and stay up-to-date.
Investor Communications
Assist in the preparation of presentations, press releases, and other materials for investor meetings, conferences, and earnings calls.
Relationship Management
Develop and maintain relationships with investors, analysts, and other stakeholders through regular communication and engagement.
Data Management and Website Management
Lead the maintenance of investor interactions, CRM tracking investor interactions, as well as updating the public IR website.
IR Coordination and Back-Office support
Assist in organizing and coordinating investor events such as earnings calls, non-deal roadshows, and calls with key investors.
Evaluate key IR service providers within budget and identify new service providers to create value for the IR program.
Perform analysis to identify potential investor targets for the company to interact with; provide key takeaways on buying/selling activity of top holders of CWEN's stock
Lead interactions and strategy for engagement with retail investors
Become familiar with ESG raters and questionnaires that evaluate CWEN
What You'll Bring
Bachelor's degree in Finance, Business Administration, Economics, or a related field.
Minimum of 2-3 years of experience in investor relations, finance, power sector, or a related field.
Strong analytical skills, excellent written and verbal communication abilities, and proficiency in financial modeling and analysis.
In-depth understanding of financial statements, capital markets, and economic principles.
Advanced knowledge of the Microsoft Office suite, particularly Excel and PowerPoint. Familiarity with financial databases (Bloomberg, S&P Capital IQ) and CRM systems is a plus.
Ability to build and maintain relationships with a variety of stakeholders, including senior executives, investors, and analysts.
Meticulous attention to detail and a high level of accuracy in work output.
Ability to work collaboratively in a team environment and contribute to the success of the investor relations strategy.
Willingness to travel up to 5-10% of the time for investor meetings.
What Would Be Nice
Working knowledge of Alteryx or other data automation platforms.
Clearway will not sponsor non-immigrant visas for this position (H-1B, TN, E-3, etc.).
#LI-Hybrid
The pay rate for the successful candidate will depend on geographic location, skills, relevant and demonstrated experience, education, training and certifications, and other factors permitted by law. This role is eligible to earn an annual cash bonus, subject to personal and company performance goals.
Salary Range Across all U.S. Locations$82,000-$115,000 USD
Clearway Energy Group is leading the transition to a world powered by clean energy. Along with our public affiliate Clearway Energy, Inc., our portfolio comprises approximately 11.6 GW of gross generating capacity in 26 states, including 9.1 GW of wind, solar, and battery energy storage assets, and over 2.5 GW of conventional dispatchable power generation providing critical grid reliability services. As we develop a nationwide pipeline of new energy projects for the future, Clearway's operating fleet generates enough reliable electricity to power more than 3 million homes today. Clearway Energy Group is headquartered in San Francisco with offices in Denver, Houston, Phoenix, Princeton, and San Diego. For more information, visit clearwayenergygroup.com.
Our Commitment to Diversity, Equity, & Inclusion
Clearway Energy Group's vision is a world powered by clean energy. Along with our public affiliate Clearway Energy, Inc., our portfolio comprises approximately 11.8 GW of gross generating capacity in 26 states, including 9.1 GW of wind, solar, and battery energy storage assets, and over 2.8 GW of flexible dispatchable power generation providing critical grid reliability services. As we develop a nationwide pipeline of new energy projects for the future, Clearway's operating fleet generates enough reliable electricity to power more than 2 million homes today. Clearway Energy Group is headquartered in San Francisco with offices in Denver, Houston, Phoenix, Princeton, and San Diego. For more information, visit clearwayenergygroup.com.
Working at Clearway, Hybrid Together
Here at Clearway, we're committed to balancing flexibility while fostering strong relationships with our teammates. We do this by prioritizing new hires based near one of our offices in San Francisco, San Diego, Scottsdale, Houston, Denver, & Princeton. Our office-based employees typically work together from fabulous spaces on Tuesdays & Thursdays to collaborate & learn, build community, get to know one another, & enjoy company-provided meals & events.
Clearway Energy is an equal opportunity employer that values a broad diversity of talent, knowledge, experience & expertise. We intentionally foster a culture of inclusion that empowers our employees to deliver superior performance to the communities we serve. We encourage minorities, women, individuals with disabilities & protected veterans to join the team. Clearway is a proud promoter of employment opportunities for our Military & Veterans.
What We Provide
Clearway offers all eligible employees working 20+ hours per week a comprehensive menu of benefits: generous PTO, medical, dental & vision care, HSAs with company contributions, health FSAs, dependent daycare FSAs, commuter benefits, relocation, & a 401(k) plan with employer match, a variety of life & accident insurances, fertility programs, adoption assistance, generous parental leave, tuition reimbursement, & benefits for employees in same-sex marriages, civil unions & domestic partnerships. For more on Clearway benefits, visit our Benefits Website.
Notice to Applicants
Clearway Energy is strongly committed to a philosophy of equal opportunity and fully complies with equal employment laws, ordinances, and regulations for all applicants and employees. We will make reasonable accommodations to enable individuals with disabilities to apply and compete for employment opportunities for which they are qualified. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to ***************************** and let us know the nature of your request and your contact information.
Notice to California Applicants
Clearway Energy is strongly committed to a philosophy of equal opportunity and fully complies with equal employment laws, ordinances and regulations for all applicants and employees.
Auto-ApplySenior Analyst, Investor Relations
Portfolio manager job in New York, NY
At Compass, our mission is to help everyone find their place in the world. Founded in 2012, we're revolutionizing the real estate industry with our end-to-end platform that empowers residential real estate agents to deliver exceptional service to seller and buyer clients.
As the Senior Analyst of Investor Relations you will be an integral part of the Investor Relations team serving as a critical link between the company and the investment community. You will gain exposure to all aspects of the IR function, supporting senior management in clearly articulating the company's overall strategy, financial performance and competitive positioning to investors. You will be part of a group of talented and highly motivated professionals who challenge you to think creatively and constructively. You are entrepreneurial and collaborative, bringing a track record of success across a wide variety of skills including financial modeling, investor communications, strategic thinking and building partnerships. The role will report directly to the Head of Investor relations.
What you will do:
Develop the investor narrative and become the trusted source to analysts and investors
Lead Investor targeting efforts and initial conversations with potential new investors across the capital stack
Assist in the preparation of quarterly earnings materials, including press releases, scripts, Q&A documents, investor presentations and ad hoc financial analysis
Monitor and track stock trading activity, market trends, peer company performance, and analyst estimates
Be an internal voice for shareholders that helps inform company strategy
Who you are:
Bachelor's degree in Finance, Economics, Business or a related field with a strong academic record
3-5 years of experience in buy-side, sell-side research, in-house corporate development, and/or investor relations
CFA strongly preferred
Ability to create sophisticated, Board-level financial models and presentation materials
Effective decision-maker with the ability to think analytically
Strong communication skills, both written and oral
This role is 100% onsite based out of our Union Square HQ
Compensation:
The base pay range for this position is $90,400-$120,000 annually; however, base pay offered may vary depending on job-related knowledge, skills, and experience. Bonuses and restricted stock units may be provided as part of the compensation package, in addition to a full range of benefits. Base pay is based on market location. Minimum wage for the position will always be met.
Perks that You Need to Know About:
Participation in our incentive programs (which may include eligible cash, equity, or commissions). Plus paid vacation, holidays, sick time, parental leave, and recharge leave; medical, tele-health, dental and vision benefits; 401(k) plan; flexible spending accounts (FSAs); commuter program; life and disability insurance; Maven (a support system for new parents); Carrot (fertility benefits); UrbanSitter (caregiver referral network); Employee Assistance Program; and pet insurance.
Do your best work, be your authentic self. At Compass, we believe that everyone deserves to find their place in the world - a place where they feel like they belong, where they can be their authentic selves, where they can thrive. Our collaborative, energetic culture is grounded in our Compass Entrepreneurship Principles and our commitment to diversity, equity, inclusion, growth and mobility. As an equal opportunity employer, we offer competitive compensation packages, robust benefits and professional growth opportunities aimed at helping to improve our employees' lives and careers.
Notice for California Applicants
Los Angeles County Fair Chance Notice
Auto-ApplySenior Analyst, Investments
Portfolio manager job in New York, NY
Who We Are At Corebridge Financial, we believe action is everything. That's why every day we partner with financial professionals and institutions to make it possible for more people to take action in their financial lives, for today and tomorrow. We align to a set of Values that are the core pillars that define our culture and help bring our brand purpose to life:
* We are stronger as one: We collaborate across the enterprise, scale what works and act decisively for our customers and partners.
* We deliver on commitments: We are accountable, empower each other and go above and beyond for our stakeholders.
* We learn, improve and innovate: We get better each day by challenging the status quo and equipping ourselves for the future.
* We are inclusive: We embrace different perspectives, enabling our colleagues to make an impact and bring their whole selves to work.
Who You'll Work With
The Investments Strategy Analyst role will be a key member of the Manager of Managers group working with both external and internal asset managers. This role is specifically focused on helping to manage over $100 billion in corporate credit and other non-structured fixed-income assets. The Investment Strategy Analyst will report into a team with wide-ranging responsibilities and as such, will have the opportunity to develop a diverse set of skills and experience while gaining significant visibility within the firm.
About the Role
As a member of the Manager of Managers team, the Investments Strategy Analyst will be responsible for fundamental credit analysis, relative value analysis, data aggregation and reporting in support of the team's responsibilities.
Responsibilities
* Managing and executing public credit trade programs internally and in conjunction with third party managers
* Analyzing and approving private credit investment opportunities
* Providing investment strategy recommendations to the CIO group
* Working with the Credit Risk Management team on evaluating and managing non-structured credit risk
* Coverage responsibilities would include a mix of Corporate Credit (Financials, Industrials and Utilities), Municipal, Emerging Market and Sovereign Bonds across the Investment Grade and High Yield universe.
What we are looking for
* Bachelor's degree with 2+ years' experience in Corporate Credit or equity analysis
* Experience in financial statement analysis and modeling; working knowledge of macro-economics is a plus
* Strong computer skills including proficiency in Excel is required; some programming knowledge is preferred; Bloomberg and Aladdin experience is preferred
* Excellent communication skills (written and oral), a proven ability to convert data into useful information, and an ability to influence the investment process in a collaborative way
* A self-starter who is inquisitive, hard-working, determined, detailed, flexible and capable of multi-tasking as well as working under tight deadlines
Compensation
The anticipated salary range for this position is $65,000 to $107,000 [NY, NJ] at the commencement of employment. Not all candidates will be eligible for the upper end of the salary range. The actual compensation offered will ultimately be dependent on multiple factors, which may include the candidate's geographic location, skills, experience and other qualifications.
In addition, the position is eligible for a discretionary bonus in accordance with the terms of the applicable incentive plan
Work Location
This position is based in Corebridge Financial's [New York City, NY or Jersey City, NJ] office and is subject to our hybrid working policy, which gives colleagues the benefits of working both in an office and remotely.
#LI-ST1 #LI-HYBRID
Why Corebridge?
At Corebridge Financial, we prioritize the health, well-being, and work-life balance of our employees. Our comprehensive benefits and wellness program is designed to support employees both personally and professionally, ensuring that they have the resources and flexibility needed to thrive.
Benefit Offerings Include:
* Health and Wellness: We offer a range of medical, dental and vision insurance plans, as well as mental health support and wellness initiatives to promote overall well-being.
* Retirement Savings: We offer retirement benefits options, which vary by location. In the U.S., our competitive 401(k) Plan offers a generous dollar-for-dollar Company matching contribution of up to 6% of eligible pay and a Company contribution equal to 3% of eligible pay (subject to annual IRS limits and Plan terms). These Company contributions vest immediately.
* Employee Assistance Program: Confidential counseling services and resources are available to all employees.
* Matching charitable donations: Corebridge matches donations to tax-exempt organizations 1:1, up to $5,000.
* Volunteer Time Off: Employees may use up to 16 volunteer hours annually to support activities that enhance and serve communities where employees live and work.
* Paid Time Off: Eligible employees start off with at least 24 Paid Time Off (PTO) days so they can take time off for themselves and their families when they need it.
Eligibility for and participation in employer-sponsored benefit plans and Company programs will be subject to applicable law, governing Plan document(s) and Company policy.
We are an Equal Opportunity Employer
Corebridge Financial, is committed to being an equal opportunity employer and we comply with all applicable federal, state, and local fair employment laws. All applicants will be considered for employment based on job-related qualifications and without regard to race, color, religion, sex, gender, gender identity or expression, sexual orientation, national origin, disability, neurodivergence, age, veteran status, or any other protected characteristic. The Company is also committed to compliance with all fair employment practices regarding citizenship and immigration status. At Corebridge Financial, we believe that diversity and inclusion are critical to building a creative workplace that leads to innovation, growth, and profitability. Through a wide variety of programs and initiatives, we invest in each employee, seeking to ensure that our colleagues are respected as individuals and valued for their unique perspectives.
Corebridge Financial is committed to working with and providing reasonable accommodations to job applicants and employees, including any accommodations needed on the basis of physical or mental disabilities or sincerely held religious beliefs. If you believe you need a reasonable accommodation in order to search for a job opening or to complete any part of the application or hiring process, please send an email to ******************************************. Reasonable accommodations will be determined on a case-by-case basis, in accordance with applicable federal, state, and local law.
We will consider for employment qualified applicants with criminal histories, consistent with applicable law.
To learn more please visit: ***************************
Functional Area:
IN - Investment
Estimated Travel Percentage (%): Up to 25%
Relocation Provided: No
Corebridge Institutional Investments (U.S.), LLC
Auto-ApplySenior Analyst, Investments
Portfolio manager job in Jersey City, NJ
Who We Are At Corebridge Financial, we believe action is everything. That's why every day we partner with financial professionals and institutions to make it possible for more people to take action in their financial lives, for today and tomorrow.
We align to a set of Values that are the core pillars that define our culture and help bring our brand purpose to life:
We are stronger as one: We collaborate across the enterprise, scale what works and act decisively for our customers and partners.
We deliver on commitments: We are accountable, empower each other and go above and beyond for our stakeholders.
We learn, improve and innovate: We get better each day by challenging the status quo and equipping ourselves for the future.
We are inclusive: We embrace different perspectives, enabling our colleagues to make an impact and bring their whole selves to work.
Who You'll Work With
The Investments Strategy Analyst role will be a key member of the Manager of Managers group working with both external and internal asset managers. This role is specifically focused on helping to manage over $100 billion in corporate credit and other non-structured fixed-income assets. The Investment Strategy Analyst will report into a team with wide-ranging responsibilities and as such, will have the opportunity to develop a diverse set of skills and experience while gaining significant visibility within the firm.
About the Role
As a member of the Manager of Managers team, the Investments Strategy Analyst will be responsible for fundamental credit analysis, relative value analysis, data aggregation and reporting in support of the team's responsibilities.
Responsibilities
Managing and executing public credit trade programs internally and in conjunction with third party managers
Analyzing and approving private credit investment opportunities
Providing investment strategy recommendations to the CIO group
Working with the Credit Risk Management team on evaluating and managing non-structured credit risk
Coverage responsibilities would include a mix of Corporate Credit (Financials, Industrials and Utilities), Municipal, Emerging Market and Sovereign Bonds across the Investment Grade and High Yield universe.
What we are looking for
Bachelor's degree with 2+ years' experience in Corporate Credit or equity analysis
Experience in financial statement analysis and modeling; working knowledge of macro-economics is a plus
Strong computer skills including proficiency in Excel is required; some programming knowledge is preferred; Bloomberg and Aladdin experience is preferred
Excellent communication skills (written and oral), a proven ability to convert data into useful information, and an ability to influence the investment process in a collaborative way
A self-starter who is inquisitive, hard-working, determined, detailed, flexible and capable of multi-tasking as well as working under tight deadlines
Compensation
The anticipated salary range for this position is $65,000 to $107,000 [NY, NJ] at the commencement of employment. Not all candidates will be eligible for the upper end of the salary range. The actual compensation offered will ultimately be dependent on multiple factors, which may include the candidate's geographic location, skills, experience and other qualifications.
In addition, the position is eligible for a discretionary bonus in accordance with the terms of the applicable incentive plan
Work Location
This position is based in Corebridge Financial's [New York City, NY or Jersey City, NJ] office and is subject to our hybrid working policy, which gives colleagues the benefits of working both in an office and remotely.
#LI-ST1 #LI-HYBRID
Why Corebridge?
At Corebridge Financial, we prioritize the health, well-being, and work-life balance of our employees. Our comprehensive benefits and wellness program is designed to support employees both personally and professionally, ensuring that they have the resources and flexibility needed to thrive.
Benefit Offerings Include:
Health and Wellness: We offer a range of medical, dental and vision insurance plans, as well as mental health support and wellness initiatives to promote overall well-being.
Retirement Savings: We offer retirement benefits options, which vary by location. In the U.S., our competitive 401(k) Plan offers a generous dollar-for-dollar Company matching contribution of up to 6% of eligible pay and a Company contribution equal to 3% of eligible pay (subject to annual IRS limits and Plan terms). These Company contributions vest immediately.
Employee Assistance Program: Confidential counseling services and resources are available to all employees.
Matching charitable donations: Corebridge matches donations to tax-exempt organizations 1:1, up to $5,000.
Volunteer Time Off: Employees may use up to 16 volunteer hours annually to support activities that enhance and serve communities where employees live and work.
Paid Time Off: Eligible employees start off with at least 24 Paid Time Off (PTO) days so they can take time off for themselves and their families when they need it.
Eligibility for and participation in employer-sponsored benefit plans and Company programs will be subject to applicable law, governing Plan document(s) and Company policy.
We are an Equal Opportunity Employer
Corebridge Financial, is committed to being an equal opportunity employer and we comply with all applicable federal, state, and local fair employment laws. All applicants will be considered for employment based on job-related qualifications and without regard to race, color, religion, sex, gender, gender identity or expression, sexual orientation, national origin, disability, neurodivergence, age, veteran status, or any other protected characteristic. The Company is also committed to compliance with all fair employment practices regarding citizenship and immigration status. At Corebridge Financial, we believe that diversity and inclusion are critical to building a creative workplace that leads to innovation, growth, and profitability. Through a wide variety of programs and initiatives, we invest in each employee, seeking to ensure that our colleagues are respected as individuals and valued for their unique perspectives.
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Functional Area:
IN - InvestmentEstimated Travel Percentage (%): Up to 25%Relocation Provided: NoCorebridge Institutional Investments (U.S.), LLC
Auto-ApplySenior Analyst - Investor Relations
Portfolio manager job in Jersey City, NJ
Senior Analyst - Investor Relations
ACCOUNTABLE TO: Senior Vice President - Investor Relations
Job Type: Full-time
About the Company:
The Federal Farm Credit Banks Funding Corporation (Funding Corporation) is a financial institution that issues debt securities to finance the loans, leases, and operations of the Farm Credit System (FCS), the network of borrower-owned lending institutions serving the U.S.'s rural communities and agriculture sector.
The Funding Corporation's services help to connect securities market investors with the System's vital mission: to facilitate the growth of farmers and rural communities, thereby strengthening the American agricultural system.
Why Work With Us:
At the Funding Corporation you have the ability to be part of something special, leveraging your knowledge and skills to support the people who help feed, fuel and clothe the world. The Farm Credit System supports rural communities and agriculture with reliable, consistent credit and financial services, today and tomorrow.
We offer a positive company culture where you will work alongside kind people in a collaborative environment and emphasis on maintaining work-life balance.
POSITION OBJECTIVES: Support Head of Investor Relations and department in efforts to build and maintain a diverse investor base for Farm Credit Debt securities. Contribute to development and execution of investor relations strategies and messaging. Assure database and Funding Corporation website integrity for efficient use in investor development.
PRINCIPAL RESPONSIBILITIES
Collaborate with the Senior Vice President to develop and execute an Investor Relations (IR) plan designed to strengthen existing relationships and build new relationships with institutional investors.
Utilize investor data to help drive IR strategy and assist with all aspects of planning, preparing and executing investor meetings, calls, conferences and
Support investor message development by monitoring, researching and reporting on industry trends.
Collaborate with finance, financial management and information systems teams to assure timely and accurate messaging.
Create investor profiles, verify reports and provide analysis to support investor marketing and targeting.
Maintain the investor memos and activity records (currently in Microsoft Dynamics 365).
Develop marketing material including investor presentations, website content, reports, etc. and maintain IR webpage content.
Collaborate with IR Database Administrator to assure data integrity.
Engage with individuals within the Farm Credit System.
Participate in select meetings, conferences and road shows.
Willingness to travel for investor meetings, industry events and conferences occasionally.
Other projects/research/analysis as assigned.
BACKGROUND & QUALIFICATIONS
Bachelor's degree in Finance, Business, Communications or related field.
2+ years of prior work experience in capital markets or comparable
Understanding of financial reports and other investor documentation and communication.
Strong interpersonal skills that will help to develop and maintain relationships with key
Strong written and verbal communication skills. Ability to synthesize information in a clear and concise manner.
Understanding of debt market, buy-side capital market.
Understanding of dealer groups and debt capital markets ecosystem.
Interest in U.S. Agriculture industry.
Proficiency in Microsoft Office Suite: Word, Excel, Outlook, and Familiarity with CRM software.
Ability to multi-task and meet strict
Excellent attention to detail.
Additional Information:
Office location - 101 Hudson Street, Suite 3505, Jersey City, NJ
Hybrid Work Schedule: Onsite T/W/TH, Remote M/F
Compensation range: $80-95k (DOE)
Applicants must be authorized to work for ANY employer in the U.S. We are unable to sponsor or take over sponsorship of an employment Visa at this time.
The Funding Corporation is an Equal Opportunity Employer and does not discriminate based on race, color, religion, national origin, sex, age, marital status, disability, protected veteran status or any other status protected by federal, state or local law.
Senior Investment Operations Analyst, Customer Support
Portfolio manager job in New York, NY
Are you a detail-oriented problem solver with a passion for streamlining complex investment operations? Do you enjoy collaborating closely with customers and cross-functional teams to solve high-impact operational challenges? Are you eager to bring innovation and automation to middle- and back-office workflows in the investment management industry? If so, we invite you to be a part of our innovative team.
As a Senior Investment Operations Analyst, you'll play a key role in supporting Ridgeline customers by managing critical investment operations functions such as reconciliation, performance reporting, trade capture, and more. You'll be the go-to expert ensuring that customer operations are accurate, timely, and scalable. This role also helps bridge customer experience and product evolution by identifying process improvements and automation opportunities. You'll work with cutting-edge technology, including AI tools such as ChatGPT, to deliver efficient, forward-thinking solutions and insights that shape the future of investment operations.
At Ridgeline, how we work matters as much as what we build.
Ridgeliners act like owners, choose growth over comfort, and communicate with transparency. We assume positive intent, bias toward action, and bring solutions-not just problems. We celebrate wins, learn from setbacks, and thrive in a resilient, collaborative, high-performing culture. If this excites you, we'd love to meet you.
You must be work authorized in the United States without the need for employer sponsorship.
The impact you will have:
* Account Administration - Set up new accounts, process updates and terminations, and maintain portfolio group structures as directed by customers.
* Investment Accounting - Record financial transactions on a trade-date basis, process income and expense accruals, and support period-end close activities.
* Trade Capture & Settlement -Ensure accurate posting, support post-trade workflows (matching, confirmations, allocations), and meet T+1 settlement requirements.
* Corporate Actions - Process mandatory corporate actions and reconcile all activity through standard controls.
* Pricing & Security Master - Apply daily pricing, FX rates, and security master data from third-party vendors, resolving exceptions and ensuring compliance with customer policies.
* Reconciliation - Perform daily reconciliations of positions, transactions, cash, and tax lots between Ridgeline and custodians/prime brokers; research and resolve breaks with clear documentation.
* Performance - Support daily and monthly performance reporting, ensuring calculations align with GIPS standards and addressing customer inquiries on returns and composites.
* Customer Engagement - Deliver exception reports, investigate and resolve inquiries, and surface operational insights that help improve both customer outcomes and Ridgeline's platform.
* Automation & Innovation - Identify opportunities to streamline processes through AI/ML and automation, working with the broader team to design smarter workflows that scale with customer needs.
What we look for:
* Bachelor's degree in Finance, Economics, Accounting, or a related field.
* 3-5 years of experience in investment operations or a related middle/back-office function.
* Familiarity with portfolio accounting, reconciliation, performance reporting, and trade lifecycle management.
* Strong attention to detail with a commitment to accuracy and timeliness.
* Analytical and problem-solving skills, with the ability to resolve breaks and exceptions independently.
* Excellent written and verbal communication skills for working with customers and internal teams.
* Proficiency with Google Apps or MS Office, especially spreadsheets.
* Curiosity about new technologies, including AI-driven tools, and willingness to learn.
* Flexibility to support early-morning start times (as early as 3:00am PST) when required by customer operations.
Bonus:
* Experience with enterprise SaaS or fintech platforms.
* Familiarity with tools such as Slack, JIRA, Confluence, or Kantata.
* Exposure to APIs, AWS, or other cloud-based architectures.
* CFA or CPA designation (or progress towards one).
About Ridgeline
Ridgeline is the industry cloud platform for investment management. It was founded by visionary tech entrepreneur Dave Duffield (co-founder of both PeopleSoft and Workday) to apply his successful formula of solving operational business challenges with bold innovation and human connectivity to the unique needs of the investment management industry.
Ridgeline started with a clean sheet of paper and a deep bench of experts bound by a set of core values and motivated to revolutionize an industry underserved by its current tech offerings. We are building a new, modern platform in the public cloud, purpose-built for the investment management industry and we are prioritizing security, agility, and usability to empower business like never before.
With a growing campus in Reno and offices in New York, Lake Tahoe, and the Bay Area, Ridgeline is proud to have built a fast-growing, people-first company that has been recognized by Fast Company as a "Best Workplace for Innovators," by The Software Report as a "Top 100 Software Company," and by Forbes as one of "America's Best Startup Employers."
Ridgeline is proud to be a community-minded, discrimination-free equal opportunity workplace.
Ridgeline processes the information you submit in connection with your application in accordance with the Ridgeline Applicant Privacy Statement. Please review the Ridgeline Applicant Privacy Statement in full to understand our privacy practices and contact us with any questions.
Compensation and Benefits
The cash compensation amount for this role is targeted at $115,000-$137,500. Final compensation amounts are determined by multiple factors, including candidate experience and expertise, and may vary from the amount listed above.
As an employee at Ridgeline, you'll have many opportunities for advancement in your career and can make a true impact on the product.
In addition to the base salary, 100% of Ridgeline employees can participate in our Company Stock Plan subject to the applicable Stock Option Agreement. We also offer rich benefits that reflect the kind of organization we want to be: one in which our employees feel valued and are inspired to bring their best selves to work. These include unlimited vacation, educational and wellness reimbursements, and $0 cost employee insurance plans. Please check out our Careers page for a more comprehensive overview of our perks and benefits.
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