Portfolio manager jobs in Union City, NJ - 1,417 jobs

Introduction Since 1973, East West Bank has served as a pathway to success. With over 120 locations across the U.S. and Asia, we are the premier financial bridge between the East and West. Our teams of experienced, multi-cultural professionals help guide businesses and community members on both sides of the Pacific looking to explore new markets and create new opportunities, and our sustained growth and expertise in industries like real estate, entertainment and media, private equity and venture capital, and high-tech help build sustainable businesses and expand our associates' potential for career advancement. Headquartered in California, East West Bank (Nasdaq: EWBC) is a top performing commercial bank with an exclusive focus on the U.S. and Greater China markets. With a strong foundation, and enterprising spirit and a commitment to absolute integrity, East West Bank gives people the confidence to reach further. Overview The Project Finance Portfolio Manager will be responsible for assisting the Project Finance Portfolio Management team in underwriting, credit monitoring and portfolio management of a portfolio of clients where the repayment of the loan is based on cash flows generated by the related project (power/energy/renewables/solar). Responsibilities: Assist Portfolio Managers in underwriting certain aspects of proposed and existing transactions and assist in managing transactions according to the Bank's established guidelines and policies. Assist in evaluating numerous transaction types across a broad array of power markets and energy sectors, conducting analysis of the borrowers, counterparties, and developing cash flow models. Develop and manage financial models analyzing the economics and risks associated with project financing structures. Provide assistance with Depository Agency services, such as preparing wire transfers and fielding internal and external depository inquiries. Ongoing monitoring of credit/covenant compliance. Manage the renewal process by working with the Portfolio Managers, the client and the credit department for a variety of tasks such as credit line increases, amendments, and waivers of tripped covenants. Ensure compliance with EWB regulatory and credit requirements. Ensure the portfolio administration and risk management of each client relationship follows established EWB credit policy, procedures, and business strategy as well as commercial and regulatory guidelines. Assist in the review of legal documentation for accuracy, and compliance with Credit approval requirements. Perform other administrative duties required for the maintenance of a portfolio of clients to be determined by the Portfolio Managers. Develop and maintain knowledge of market conditions. Qualifications: Strong understanding of project finance (power/energy/renewables/solar). Ability to understand and advise on complex financial proposals. Excellent verbal and written communication skills. Excellent interpersonal and customer service skills. Excellent organizational skills and attention to detail. Strong analytical and problem-solving skills. Strong Excel skills. Education and Experience: Bachelor's degree in Accounting, Finance, or Economics required; MBA preferred. 5-10 years of experience in project finance. Compensation The base pay range for this position is USD $150,000.00/Yr. - USD $225,000.00/Yr. Exact offers will be determined based on job-related knowledge, skills, experience, and location.

The Real Estate Asset Management Associate will support the oversight and optimization of a portfolio of real estate investments throughout the hold period. This role focuses on driving asset-level performance, executing business plans, and supporting strategic initiatives in partnership with property management, leasing, development, and investment teams. The ideal candidate is analytically strong, detail-oriented, and capable of managing multiple assets and initiatives in a fast-paced investment environment. Key Responsibilities Asset & Portfolio Management Monitor asset-level financial performance versus budget, forecast, and underwriting Review monthly operating reports, rent rolls, leasing activity, and variance analyses Track key performance metrics including NOI, occupancy, leasing velocity, and cash flow Prepare quarterly asset reviews and portfolio-level reporting for internal stakeholders and investors Business Plan Execution & Value Creation Support execution of asset-level business plans, including leasing strategies, capital improvements, and operational initiatives Analyze and monitor capital expenditure programs and redevelopment projects Work closely with property managers, leasing brokers, and third-party vendors to drive performance Financial Analysis & Modeling Maintain and update detailed property-level financial models and cash flow projections Analyze lease transactions, renewals, tenant improvement packages, and concessions Support hold/sell analyses, refinancing, recapitalizations, and exit strategies Debt & Capital Markets Support Monitor loan compliance, covenants, and reserve requirements Assist with lender reporting, refinancing efforts, and due diligence processes Support coordination with capital partners and joint venture relationships Reporting & Governance Prepare materials for investment committee, board, and investor reporting Support audits, valuations, and internal control processes Ensure consistency in reporting and adherence to firm policies Qualifications Bachelor's degree in Finance, Real Estate, Economics, Accounting, or related field 4-8 years of experience in real estate asset management, acquisitions, investment banking, or consulting

Asset Manager, Development We are seeking an Asset Manager, Development to oversee a portfolio of LIHTC properties during the development phase. This role manages projects from construction through stabilization, ensuring compliance, financial performance, and timely achievement of key milestones. Responsibilities: Manage development-phase LIHTC assets, including construction completion, lease-up, stabilization, and delivery Monitor compliance with partnership agreements and LIHTC requirements Review financial reporting, benchmarks, construction draws, and equity installments Analyze risk, review GP requests, and support deal modifications Coordinate with internal teams, developers, investors, and third-party consultants Qualifications: Bachelor's degree in finance, accounting, real estate, or related field 2+ years of experience in asset management, affordable housing, accounting, or development Strong Excel and financial analysis skills Familiarity with LIHTC/affordable housing preferred Strong communication, organization, and problem-solving skills

Brooklyn, NY - Rose Valley Capital Rose Valley Capital, a Brooklyn, NY - based, fully vertically integrated real estate investment firm with 10,000 units and $2 Billion AUM, is seeking a Senior Asset Manager with deep experience in multifamily assets, particularly garden-style, midrise and hi-rise apartments. This senior role is both strategic and hands-on: the successful candidate will help refine, scale, and lead asset management processes across our growing national portfolio. Key Responsibilities • Drive the execution of business plans to achieve portfolio-level financial and investment objectives. • Oversee transitions of newly acquired properties and support capital transactions. • Partner with property management to align operating budgets with underwriting assumptions. • Continuously evaluate performance against budget and underwriting and develop accretive business plans to enhance value. • Conduct market analysis, asset reviews, and prepare performance reporting for leadership and investors. • Identify challenges that may impact performance and recommend strategies to maximize returns. • Serve as the primary asset management liaison for internal teams (property management, acquisitions) and external stakeholders (investors, partners, lenders). • Perform on-site property inspections and operational reviews. • Lead recurring valuation processes and provide insight on portfolio value creation. Qualifications & Skills • 5-7+ years of experience managing multifamily portfolios. • Proficiency with property management systems (Appfolio, RealPage, Entrata, YieldStar/LRO). • Strong analytical, financial modeling, and market evaluation skills. • Working knowledge of debt and capital markets. • Effective communicator with excellent presentation, verbal, and written skills. • Demonstrated ability in problem-solving, decision-making, and process improvement. • Hands-on leadership style with the ability to collaborate across functions.

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

A financial institution in New York is seeking a Portfolio Manager to manage and monitor commercial loan portfolios. This role requires strong relationship management, negotiation skills, and compliance with banking regulations. The ideal candidate will have 5-7 years of experience in loan account management and possess a U.S. college degree. Competitive salary range is between $90K and $110K, with potential bonuses. #J-18808-Ljbffr

Accenture is a leading global professional services company that helps the world's leading businesses, governments, and other organizations build their digital core, optimize their operations, accelerate revenue growth, and enhance citizen services-creating tangible value at speed and scale. We are a talent- and innovation-led company with approximately 750,000 people serving clients in more than 120 countries. Technology is at the core of change today, and we are one of the world's leaders in helping drive that change, with strong ecosystem relationships. We combine our strength in technology and leadership in cloud, data, and AI with unmatched industry experience, functional expertise, and global delivery capability. We are uniquely able to deliver tangible outcomes because of our broad range of services, solutions, and assets across Strategy & Consulting, Technology, Operations, Industry X, and Song. These capabilities, together with our culture of shared success and commitment to creating 360° value, enable us to help our clients reinvent and build trusted, lasting relationships. We measure our success by the 360° value we create for our clients, each other, our shareholders, partners, and communities. Visit us at ****************** In Strategy & Consulting we work with C-suite executives, leaders, and boards of the world's leading organizations, helping them reinvent every part of their enterprise to drive greater growth, enhance competitiveness, implement operational improvements, reduce cost, deliver sustainable 360° stakeholder value, and set a new performance frontier for themselves and the industry in which they operate. Our deep industry and functional expertise is supported by proprietary assets and solutions that help organizations transform faster and become more resilient. Underpinned by technology, data, analytics, AI, change management, talent, and sustainability capabilities, our Strategy & Consulting services help architect and accelerate all aspects of an organization's total enterprise reinvention. Financial Services Payments Practice The Payments practice is a part of the Financial Services North America Banking Client Service Group, which provides consulting and outsourcing services to retail banking and payments clients throughout the U.S. and Canada. We serve more than 600 unique clients in 24 countries including banks, networks, merchants, and fin-techs, payment platforms. Accenture's North American Payments practice is responsible for driving Accenture's go-to-market strategies and offerings for our US and Canadian clients, bringing our best offerings and leveraging our global payment practices and experience. These offerings include: Payment Innovation (e.g., digital payments, wallets, etc.) Card Issuing Retail Bank Payments Commercial Cash Management, B2B, Corporate, and Transaction Banking and Payments As a Payments Consultant, you'll be dedicated to helping clients by designing and delivering strategic solutions that achieve compliance, mitigate risks, and seize revenue growth opportunities. Key Responsibilities: Develop world-class business and technology solutions for Consumer and Commercial Payments clients across a wide range of payment methods. Conduct operating model assessments (people, process, org) and client needs assessments. Perform vendor assessment and due diligence of packaged platforms, e.g. Card platforms, Pricing & Profitability and Workflow solutions, Treasury Management portals Participate in process design, requirements gathering, and functional design as part of Payments systems implementation engagements. Serve as a business architect during client engagements. Participate in the development of best-in-class, reusable assets. Participate in business development to originate new client opportunities. Must be willing to travel up to 80% (Monday - Thursday) Qualification Here's What You Need: * 5+ years of relevant experience in one or more specific payment areas in any of the following payment domains: o Card: Private label, Credit, Online Debit, Offline Debit, Prepaid, ATM, Acquirer/Issuer o Retail: P2P, Bill Payment, Mobile Payments, Electronic Bill Presentment, Micro Payments o Electronic: ACH, Domestic Wire, International Wire, Fedwire/CHIPS, SWIFT o Cash / Treasury Management: Sales, Relationship, Operations and/or Product Delivery * 5+ years' experience with consulting project delivery including managing or creating project deliverables, and managing projects within timelines and budgets within management consulting or industry experience within a large commercial bank or payment provider. Preferred Qualifications: Industry experience within Consumer, Commercial or new payment flows. Demonstrated business and technology expertise across the end-to-end payment lifecycles and operating models Successful track record of performing operating model design, business process design, and system functional design. Experience with vendor platforms enabling seamless delivery of payments products is preferred. Ability to develop and manage relationships with client management. Payments industry expertise in alternative/emerging payments Understanding of end-to-end payments lifecycle Business Architecture - Applied in solution planning, and requirements definition and analysis Baseline understanding of the principles of technology Requirements Analysis Functional Design Professional Skills Required: Proven ability to work independently and as a team member Proven ability to work creatively and analytically in a problem-solving environment Excellent leadership, communication (written and oral) and interpersonal skills Compensation at Accenture varies depending on a wide array of factors, which may include but are not limited to the specific office location, role, skill set, and level of experience. As required by local law, Accenture provides a reasonable range of compensation for roles that may be hired as set forth below. We accept applications on an on-going basis and there is no fixed deadline to apply. Information on benefits is here. Role Location Annual Salary Range California $94,400 to $293,800 Cleveland $87,400 to $235,000 Colorado $94,400 to $253,800 District of Columbia $100,500 to $270,300 Illinois $87,400 to $253,800 Maryland $94,400 to $253,800 Massachusetts $94,400 to $270,300 Minnesota $94,400 to $253,800 New York/New Jersey $87,400 to $293,800 Washington $100,500 to $270,300 Locations

For more Job Opportunities follow FINTRUST CONNECT here: FinTrust Connect: Jobs | LinkedIn Branch Manager I -Lyndhurst, NJ FinTrust Connect is excited to announce that we have partnered with a well-established community bank in search of a Branch Manager Lyndhurst, NJ branch. This candidate is responsible for managing the day-to-day operations of the branch, the internal sales process and customer experience. They are responsible for ensuring all policies and procedures are followed and that the branch staff practices sound risk management. This position is responsible for providing required reporting related to operations and control and adherence to income, expense, and budgetary guidelines and standards, as well as security of equipment and premises, financial controls, collections and loss handling, daily opening and closing procedures. Why this Opportunity? Culture: This bank values a strong team-oriented culture that prioritizes inclusivity and professional development. They believe in creating a supportive and collaborative work environment where all employees feel valued and empowered to reach their full potential. This institution is committed to fostering a positive and family-like atmosphere within the bank and to provide opportunities for career advancement and growth for their employees. Workplace (On-site, Hybrid, Remote): On-site in Lyndhurst, NJ Function: responsible for the cultivation and development of Centers of Influence (COIs) that refer profitable new business relationships Requirements: High School diploma. Minimum of 3 years of branch management/supervision experience preferred. Solid interpersonal skills, including listening, written and verbal communication. Ability to work with a wide variety of personalities in a courteous and professional manner. Solid math and analytical skills. Ability to understand and follow safety and security practices. Strong ability to build relationships through consultative conversations and to identify customer needs and translate those needs to sales opportunities. Strong customer service/advocacy skills. Solid organizational and time management skills Ability to effectively coach, develop and manage staff performance. Description: Manage and own all facets of day-to-day branch operations. Manage the successful execution of the internal sales process by all staff to drive results. Ensure all staff are providing an extraordinary customer experience by executing the bank's customer service behaviors. Ensure all staff are operating proficiently with regards to branch operations, policies and procedures and compliance. Actively participate in in local community and business events. Assist the Market Manager in creating the annual business plan for their financial center. Create, with the support of the Assistant Branch Manager, a monthly branch sales tactical plan to ensure sales goals are being met. Ensure the branch meets and exceeds corporate audit and compliance audit expectations. Responsible for managing branch profitability. Responsible for coaching and ensuring employee development process is conducted consistently on a monthly basis. Handle scheduling to effectively meet branch productivity and efficiency standards. Perform and review branch audits.

ABOUT SAVILLS Savills is an organization full of extraordinary individuals. Brilliant people who are driven to succeed, hungry to remain at the forefront of their specialties, and eager to propel themselves, our clients, and our business forward. We are one of the preeminent commercial real estate firms with services ranging from tenant representation and project management to workplace strategy and occupant experience - showcasing the breadth and depth of our expertise. Find your place to thrive. No matter the role you're in, we all share one purpose: to help people thrive through places and spaces. The DNA ingrained in our business guides us on this mission, shaping the way we behave to deliver the best results. When you join Savills, our ask for you is simple: Be extraordinary, together. Savills North America is seeking an FP&A and Strategic Finance Manager to join our dynamic and collaborative team. The ideal candidate is mission-driven, action-oriented, analytical, and able to thrive in a growing and fast paced environment. This individual should have a track record of analytical acumen and rigor, process discipline, and cross-functional collaboration to align decision making and business goals and objectives. The position will work directly with the Chief Financial Officer (CFO) and Executive Team, along with cross-functional teams to ensure the organization is advancing its financial initiatives aligned with Savills goals and objectives. ESSENTIAL DUTIES & RESPONSIBILITIES Recruitment and M&A: Support the executive committee in broker recruitment and M&A processes, which includes due diligence, production of detailed financial models to evaluate opportunities, and creation of investment board packages. Represent and support the constructs of finance's Transformation (i.e., decision support) and Finance Leadership and Growth Attribute's models. Develop actionable insights to inform Recruiting and M&A decisions and business strategy. FP&A: Assist with the development senior management review materials aimed at facilitating decision-making and business performance assessments including monthly results, forecasts, pipelines, etc.. Maintain the Company's multi-year planning model to facilitate scenario analysis and ongoing tracking of long-term objectives. Identify opportunities to enhance systems, tools, and processes that improve efficiency, transparency, and scalability- focusing on using technology and PowerBi. Other duties may be assigned based on the company's strategic initiatives. Mentor and develop the FP&A Analyst as well as fostering a culture of learning and collaboration across all business functions QUALIFICATIONS Bachelor's degree (Finance, Economics, Business, or related field preferred) 5+ years of experience in pricing, financial analysis, or a related business discipline-preferably within commercial real estate, professional services, or financial sectors QUALITIES & ATTRIBUTES Strong sense of integrity with the ability to handle sensitive issues and maintain confidentiality. Strong analytical mindset: able to synthesize data from multiple sources into actionable business insights. Advanced proficiency in Microsoft Excel and PowerPoint. Experience with Power BI, SQL, or CRM systems (e.g., Salesforce or Dynamics) is a plus. Strong time management skills with the ability to manage multiple priorities and meet critical deadlines. Proven ability to work effectively in a fast-paced, cross-functional, and global environment. Superior written, verbal, and presentation skills with the ability to distill complex information for a variety of audiences. Outstanding ability to communicate and break down complex ideas into digestible, simpler components. Savills values a diverse work environment and is proud to be an equal-opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity or expression, sexual orientation, national origin, genetic information, disability, age, veteran status,or any other protected characteristic. Savills participates in the E-Verify program.

Founded in 2023, Crete Professionals Alliance (Crete PA) delivers big four firepower to local American firms. Our rapid growth has made us a magnet for leading firms nationwide, eager to join our revolution in accounting. We empower small to mid-market firms with PE-backed capital, strategic technology partnerships, and innovative workforce solutions-including national recruiting and offshore support-while preserving a personal, local touch. With a presence in over half the US, 31 regional offices, 1,500 dedicated professionals, and offshore operations in Asia, we're the fastest-growing accounting firm in the nation and well on our way to the top 20. At Crete PA, our culture and relationships are the cornerstone of our success, and we're always looking for talented, ambitious people to join our team. Do you have what it takes to keep up? Our member firm is hiring for their offices based in Glen Rock, NJ! The Senior Tax Manager is a high-level, client-facing professional responsible for overseeing complex tax planning, compliance, and consulting engagements across a diverse client portfolio. This role requires strong technical expertise, exceptional analytical skills, and the ability to lead and mentor a team of tax professionals. The ideal candidate thrives in a deadline-driven environment, particularly during peak tax seasons, and is committed to delivering high-quality service and strategic value to clients. Responsibilities Review complex federal, state, and local tax returns for a variety of entities, including individuals, partnerships, S corporations, C corporations, and trusts. Develop and maintain strong client relationships while implementing tax planning strategies aligned with client goals and business objectives. Stay current with changes in tax legislation and evaluate the impact on clients; communicate updates as needed. Perform tax research and analysis to ensure compliance and uncover tax‑saving opportunities. Manage federal and state tax audits, including responding to inquiries and ensuring timely and accurate resolution. Supervise, train, and mentor tax staff and managers, promoting professional development and a collaborative team culture. Oversee project workflows, monitor budgets, and ensure deadlines are met efficiently and effectively. Qualifications Bachelor's degree in Accounting, Finance, or related field required. 7-10 years of progressive tax experience in public accounting. Certified Public Accountant (CPA) strongly preferred. Proficiency in Microsoft Office Suite and CCH Axcess. Excellent interpersonal, communication, and organizational skills. Strong analytical skills and meticulous attention to detail. This position operates as part of a US East Coast-based team, with typical working hours aligning with EST to facilitate effective collaboration. We offer flexibility in managing your schedule to maintain a healthy work‑life balance while meeting business needs. We are excited to invite talented individuals to join our dynamic team! This position offers a competitive salary range of $170,000‑$190,000 annually, commensurate with experience and qualifications. Benefits Health, Dental, and Vision Insurance (with options for fully paid employee‑only coverage for health and dental) Company‑Paid Life and Long‑Term Disability Insurance Ancillary Benefits such as supplemental life insurance and short‑term disability options Classic Safe Harbor 401(k) Plan with employer contributions Opportunities for professional growth, learning, and development including access to Becker and LinkedIn Learning We are committed to fostering a supportive and inclusive workplace where every team member can thrive. Apply today to be part of a company that values its people and their contributions! Crete Professionals Alliance is an equal opportunity employer, considering all applicants for employment regardless of race, color, religion, sex, gender identity, pregnancy, national origin, ancestry, citizenship, age, marital status, physical disability, sexual orientation, genetic information, or any other characteristic protected by state or federal law. #LI-KC1 #J-18808-Ljbffr

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. Privacy Notice

Guggenheim Securities * Guggenheim Securities ("GS") is seeking an experienced Senior Analyst or Junior Associate to join its Infrastructure Investment Banking group in New York. Our Associates play an integral role in evolving and enhancing our client relationships and are active participants throughout the life of a transaction and beyond. Our Associates benefit tremendously from the experience and partnership they have with our Senior Managing Directors, Managing Directors, Vice Presidents, and Analysts. We pride ourselves on the dedication we give to our Associates development, which in turn helps assist in supporting and cultivating our growing team of Analysts. We work to constantly assist in developing our Associates marketing, sales, analytical, and communication skills. We aspire to continuously refresh and cultivate a culture of Innovation, Diversity, and Inclusion. In a client services business like ours, our team members are the product, the service, and the offering. We will provide best-in-class Investment Banking training-formal and hands-on-as you continue to develop your professional toolkit: M&A process management, business acumen, financial analysis, data analysis, soft-selling and presentation skills, professional communication (verbal, written and virtual), negotiations, and more. We believe Associate development is critical to our strategy, and this role is seen as a career-track position. Essential Job Functions * Lead day-to-day project management and oversee execution on a range of advisory and financing transactions * Develop and oversee financial and accounting analyses and help identify, research, and analyze M&A and financing opportunities * Analyze and manage the analysis of market trends, competitive landscapes, and publicly traded company financials to identify potential client solutions and new market opportunities * Develop and monitor the development of complex financial models for a broad range of corporate finance alternatives * Perform financial and valuation analysis using both industry standard and proprietary models * Analyze and supervise the analysis of current and past accounting and financial records to advise management through financial projections preparation * Integrate strategy ideas derived from various analyses, forecasts, business plans, and research into presentations for various stakeholders * Conduct due diligence investigations of client companies to ascertain the soundness of their business model and forecasts * Transaction evaluation, preparation, due diligence, and execution of transactions; and managing the preparation of marketing materials including teasers, information memoranda, and other transaction-related documentation * Help lead deal pitches including idea generation * Act as the financial and strategic advisor for clients of core accounts in conjunction with senior coverage officers * Build and develop relationships with clients through ongoing engagement and demonstration of financial and industry knowledge * Generate potential ideas and new business opportunities to clients to help solve problems Preferred Qualifications * Significant level of maturity and the ability to work as a team interfacing with top company executives and senior management * Highly organized, with the initiative and ability to work with limited supervision * Excellent analytical skills and attention to detail * Strong written and oral communication skills * Effective process management abilities * Sell-side advisory experience is a plus Basic Qualifications * Requires a minimum of a Bachelor's degree * IB Analyst promotes to Associate or MBA hires with 1-2 years of relevant experience * Core modeling and valuation experience in professional setting * SIE Exam, Series 79 and Series 63 must be acquired within 150 days of employment Work Location * Currently, this role is expected to be in the New York office at least 4 days per week. Salary * Annual base salary between $125,000 and $200,000. The base salary range represents the low and high end of the anticipated base salary range for this position. Actual base salaries may vary depending on factors such as location and experience. The range listed reflects base salary only, and the total compensation package may include other components such as incentive compensation. About Us: Guggenheim Securities is the investment banking and capital markets business of Guggenheim Partners, a global investment and advisory firm. Guggenheim Securities offers services that fall into four broad categories: Advisory, Financing, Sales and Trading, and Research. Guggenheim Securities is headquartered in New York, with additional offices in Chicago, Boston, Atlanta, San Francisco, and Houston. For more information, please visit GuggenheimSecurities.com, follow us on LinkedIn or contact us at ****************************************** or ************. Guggenheim Securities, LLC ("GS") does not accept unsolicited resumes or applications. GS considers any resume or application to be unsolicited if (a) received from an entity or individual without a current recruiting agreement with GS or (b) submitted to anyone at the firm other than through the process set forth in the recruiting agreement between GS and the submitting entity or individual, and GS will not pay a fee to any entity or individual for such submission.

Job Classification: Investment Management - Investments 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 The Senior Investment Analyst role in the Portfolio Analysis Group will directly support the Asset Based Finance desk, providing investment analysis, both portfolio and market based, to key internal constituents, as well as current and prospective clients. Sectors covered will include Private ABF, CMBS, non-agency RMBS, CLOs, and Asset Backed Securities. The Analyst delivers expert quantitative investment analytics and shares leadership responsibilities for the group with his or her peers. The Analyst works closely with portfolio managers, risk managers, traders, credit research, client service representatives and the sales and marketing team to deliver deal analysis, performance attribution and analytics, monitor portfolio positioning, alignment, and risk exposures, collect and analyze market data and model portfolios and custom benchmarks for portfolio management. The incumbent understands and participates in portfolio construction and trade construction within multiple sets of constraints or guidelines that exist for the portfolio sphere they cover. The ability to successfully navigate multiple, and at times competing, ad hoc requests and projects simultaneously that relate to market or portfolio analytics received from all parts of the larger Fixed Income organization is also key. The incumbent partners closely with peers throughout Fixed Income to build organizational capabilities and is responsible for setting goals and accomplishing the objectives of the Portfolio Analysis Group. What you can expect Perform targeted deal analysis, prepare investment committee materials, and deliver performance attribution for Asset Based Finance portfolios, emphasizing risk, structure, and outcome across ABF asset classes. Integrate specific client guidelines, objectives and risk tolerances into the firm's investment process and strategies to ensure complete portfolio management and analytics are in place for all portfolios Follow developments, views and themes within the market or markets applicable to the desks being covered, understand how those drive portfolio positioning and performance Maintain the Portfolio Analysis Group's position as a world class provider of Investment Analytics and provide leadership, talent development and execution against the organization's strategic goal set. Work with peers across mandates to ensure analytics processes and methodologies are applied consistently and efficiently Deliver and effectively communicate monthly and quarterly performance attribution analysis Work with constituents throughout the organization to ensure that the Portfolio Analysis Group, Portfolio Management teams and the Risk Management Group have the tools and technology required to effectively manage portfolios Remain current on all applicable technology related to portfolio analytics, attribution methodologies, modelling methodologies and risk management tools Ad hoc Project work including but not limited to work related to analyzing new deals in the market, answering client questions, or creating exhibits on market trends as needed by the desk. What you will bring 3-5+ years of experience in Fixed Income Investments and a demonstrated passion for Fixed Income Analytics with Structured Product and Credit experience strongly preferred Strong demonstrated quantitative skills (project experience involving data analysis a plus) Advanced knowledge of MS Excel Experience scripting with SQL is strongly preferred and working with programming languages (Python/R) is a plus Tableau or other data visualization tool experience is preferred Ability to thrive in a fast-paced environment while working on multiple tasks both independently and within a team construct Maintains high levels of productivity and self-direction MBA, CFA, other applicable master's level work such as Statistics or Quantitative Finance or equivalent experience will be considered Excellent verbal and written communications skills Embraces and encourages change and development *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 $120,000 to $125,000. 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.

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.

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

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. #LI-Hybrid

ProShares has been at the forefront of the ETF revolution since 2006. ProShares now offers one of the largest lineups of ETFs, with over $85 billion in assets. The company is a leader in strategies such as crypto-linked, dividend growth, interest rate hedged bond and geared (leveraged and inverse) ETF investing. ProShares continues to innovate with products that provide strategic and tactical opportunities for investors to manage risk and enhance returns. Position Summary: We are seeking a highly motivated and talented Senior Investment Strategy Analyst to join our dynamic team. As a Senior Investment Strategy Analyst at ProShares, you will play a critical role on our Investment Strategy Team in delivering investment expertise, research, and analysis that drive our product strategies and then communicate those strategies to clients and prospects. You will also partner with our product development and product management teams, with an emphasis on providing investment-related expertise to help create and position our products most successfully in the market. Essential Job Functions[1]: * Support the development and implementation of investment models, research and statistics for evaluating fund performance and fund usage. * Develop and maintain periodic collateral. * Conduct and support research and analytics related projects as needed. These include but are not limited to: * Investment performance of the product shelf. * Use of products in investment strategy. * Tactical marketing themes/sales ideas. * Communicate with portfolio team on aspect of fund performance. * Assist with research projects; topics include financial market return and liquidity analysis, fund performance analysis, risk measurement, strategy testing and portfolio construction issues. * Assist in research, catalog and track academic and practitioner articles of interest to the Investment Strategy Group. * Conduct analytics on Product Development concepts. * Effectively communicate with the sales team, with an ultimate goal of direct client/prospect interaction. Education and Experience: * BA/BS required. CFA or CAIA (or progress towards) strongly preferred. MBA optional. * 3-5 years of experience in financial services. * Interest and experience in empirical analysis and statistical techniques applied to financial markets or investment products. * Expertise in analysis of time series data in Excel or other statistical software, PowerPoint experience, strong writing skills and demonstrated attention to detail and rigor in the research process. * Solid understanding of the equity markets. * Strong macro-economic perspective. * Alternative product management / research experience a plus. Knowledge, Skills and Abilities: * Analysis: Basic familiarity with portfolio management, financial markets, returns and risk measurement; work process must be efficient and appropriate to task complexity and importance; exploits all available information / sources / resources in context of work assignment; demonstrates ability to extract significant conclusions from analysis. * Communication: Ability to communicate sophisticated investment, finance, and economic research analysis and concepts to a wide variety of audiences. * Creation of Deliverables: Demonstrates full proficiency in Word, Excel, and PowerPoint; all work produced is clear and logically structured, of high quality (e.g., accurate, attention to details, grammar, syntax, spelling, layout, etc.); assumes full ownership for deliverable quality and timeliness. * Attention to Detail: Strong focus on details and ability to complete projects according to a defined process. * Individual Attributes: Exhibits constructive, team-oriented cooperative attitudes and behavior; ability to multitask; demonstrates initiative in developing self professionally; demonstrates high energy; organized; consistently applies research experience; highly reliable and discreet. The compensation for this position includes salary and incentive pay. The annual base salary range for this role is $80,000-$125,000, which does not include discretionary bonus compensation. Total compensation may vary based on experience, role, location, department, and individual performance. [1] These statements are intended to describe the general nature and level of work involved for this job. It is not an exhaustive list of all responsibilities, duties and skills required of this job. To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Additional privacy information for CA residents EOE STATEMENT ProShare Advisors LLC and its affiliates are equal opportunity employers and do not discriminate against otherwise qualified applicants on the basis of age, race, color, religion, creed, sex (including pregnancy, childbirth, or related medical conditions), marital or family status, national origin, ancestry, physical or mental disability, mental condition, veteran status, sexual orientation, gender identity, genetic information, or any other characteristic protected by applicable law.

The Senior Investment Analyst within NYPA's Enterprise Portfolio Management Office (EPMO) plays a pivotal role in guiding and optimizing NYPA's investment strategy through comprehensive financial modeling, analysis, and decision support. This role involves developing and maintaining financial models to assess the potential returns, risks, and impacts of various investments, ensuring alignment with NYPA's strategic goals. The Senior Investment Analyst supports and facilitates financial analysis for key investment governance bodies, ensuring transparent and structured decision-making processes. They partner closely with Project/Program Sponsors and Portfolio Managers, performing cost-benefit analyses and providing financial insights to prioritize investments. Additionally, they collaborate with the Benefits Management team to design investments that deliver measurable benefits and participate in post-investment reviews to inform future decisions. The Senior Analyst conducts scenario analyses to explore the implications of different investment options, ensuring strategic alignment and value creation. This role requires strong collaboration with internal stakeholders to shape and drive the strategic direction of NYPA's investment portfolio. Candidates should have experience within utilities, banking, construction, or similar environments working on financial analysis for investments, along with advanced Excel skills. Financial modeling certifications preferred (i.e. FMVA Financial Modeling & Valuation Analyst or similar). #LI-JP1 Responsibilities Initiate and/or settle trades under guidance, prepare reporting and analysis of the Authority's investments portfolios according to standards established in the Authority's Investment Guidelines. Prepare reporting, execute fee and capital call payments of Other Post Employment Benefits Trust Funds. Responsibilities may include: 1) Monitor fund performances; 2) Assist rebalancing execution; 3) Coordinate and attend portfolio review meetings; 4) Support the process of new manager selection by reviewing RFP responses. Support the management of all external relationships. Prepare monthly, quarterly and annual investment reports for submission to Senior management and/or various State and Public oversight agencies. Provide support to the Chief Financial Officer, Treasurer and Deputy Treasurer on debt, credit and other special projects as required. Validate market value of all NYPA's internal security holdings on a monthly basis, and report any discrepancies to the Treasurer or the Deputy Treasurer. Prepare documentation for all investment-related audit requests conducted internally or externally. Assist with all required trustee approvals as needed with respect to all investment management activity of the Authority. Assist a team in the development and implementation of new processes that methodically evaluate and communicate the impact of investments made by the company. Assist preparation of monthly invetment income forecasts, metrics presentations and credit/ratings agency analyses as required. Compile information and data into simple, presentable content appropriate for understanding at all levels of an organization. Knowledge, Skills and Abilities Developing understanding of fixed income investments and utility investment practices, regulations and external industry forces and their impact on financial performance is preferred. Financial experience with exposure to accounting practices, long range planning, etc., preferred. Experience with the development of financial models/tools to convey business impacts. Excellent verbal and written communication skills. Growing understanding of financial and/or data aggregator systems including ERP platforms, online bank portal, Treasury management software, Bloomberg terminal, and/or other database structures and reporting solutions. Demonstrated analytical skills with an ability to evaluate large volumes of data, interpret trends and offer solutions or recommendations for corrective action. Ability to make clear, concise recommendations to all levels of personnel. Education, Experience and Certifications Bachelor's Degree (B.A./B.S.) required; Management, Finance, Accounting or related field, preferred. Advanced degree or Master of Business Administration (MBA) degree is preferred. Minimum 4 years of work experience in related field preferred. Physical Requirements The New York Power Authority is committed to providing fair, competitive, and market-informed compensation. The estimated salary range for this position is: $98,000 - $135,000. The salary offered will be determined based on the successful candidates' relevant experience, knowledge, skills, and abilities. The New York Power Authority and Canal Corporation believes that diversity, equity, and inclusion drive our success, and we encourage women, people of color, LGBTQIA+ individuals, people with disabilities, members of ethnic minorities, foreign-born residents and veterans to apply. As an equal opportunity employer, NYPA/Canals is committed to building inclusive, innovative work environments with employees who reflect communities across New York and enthusiastically serve them. We proudly celebrate diversity and do not discriminate based on race/color, creed/religion, national origin, citizenship or immigration status, age, disability, military status, gender/sex, sexual orientation, gender identity/expression, pregnancy and related conditions, familial/marital status, domestic violence victim status, predisposing genetic characteristics, arrest/criminal conviction record or any other category protected by law. NYPA/Canals will also provide reasonable accommodations during the hiring process related to candidates' disabilities, pregnancy-related conditions, religious observances/practices and/or domestic violence concerns. To request an accommodation, please email accessibility@nypa.gov.

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.