Viking Global Investors jobs in New York, NY - 33 jobs

Regular Your opportunity In addition to the salary range, this role is also eligible for bonus or incentive opportunities. Click the link below to review our Investment Professionals' incentive structure. Investment Professionals' Compensation | Charles Schwab At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. Schwab's branch team is at the heart of our firm's commitment to helping clients own their financial futures. In this exciting role, you'll give clients financial guidance while forming lasting relationships built on trust, respect, and reaching a common goal. You'll also have the ability to take charge of your own professional journey with our supportive, nurturing culture and diverse set of career opportunities. As a Financial Consultant at Schwab, you will be procured with the practice of existing Schwab clients, providing them with wealth management and financial planning advice. Over time, you'll grow your practice holistically through client asset consolidation, networking, and earning client referrals. If you currently have your securities license, enjoy working in a team setting, and share our passion for serving clients - this role is for you. What you have Required Qualifications: A valid and active FINRA Series 7 license required Obtaining or acquiring FINRA Series 66 (63/65) license and Life & Health Insurance as it will be required during your tenure on the job. Preferred Qualifications: Ability to build strong relationships, engage and encourage trust, and deepen the client relationship by applying a focused client communication strategy, and exceeding client expectations. Strong candidates will also learn to leverage our team of Schwab specialists, Schwab advice guidelines, your knowledge of the markets, and your ability to inspire action to help your client's progress toward achieving their goals. Openness to manage wealth on behalf of our clients including: Retirement Planning, Education Planning, Investment Management, Banking & Lending Management, Insurance & Risk Management, and Estate Planning Ability to adapt and implement change as the market and business conditions evolve Passion for community engagement to share and engage clients in discussion about market conditions, sound investing principles, and the ideal wealth and long-term investment strategies for their personal situation Desire to provide an outstanding investor experience in additional to furthering your own professional development in Wealth Management. What's in it for you At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact. We offer a competitive benefits package that takes care of the whole you - both today and in the future: 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance

Our Company Oaktree is a leader among global investment managers specializing in alternative investments, with about $200 billion in assets under management. The firm emphasizes an opportunistic, value-oriented and risk-controlled approach to investments in credit, private equity, real assets and listed equities. The firm has over 1400 employees and offices in 24 cities worldwide. We are committed to cultivating an environment that is collaborative, curious, inclusive and honors diversity of thought. Providing training and career development opportunities and emphasizing strong support for our local communities through philanthropic initiatives are essential to our culture. Insurance companies are one of the largest client segments at Oaktree, diversified across region and liability type. Representing approximately $33 billion in AUM across 119 relationships as of September 2024. The Insurance Solutions team at Oaktree is responsible for partnering with the marketing and investment teams to deepen engagement with insurance clients, develop new products and solutions, and structure and customize strategies for effective balance sheet outcomes. For additional information please visit our website at *********************** Responsibilities We are seeking a highly experienced, proactive, and resourceful Administrator to provide comprehensive support to the Global Head of Insurance, the Head of Americas Insurance, and two additional team members within the Insurance group. This individual will manage complex administrative tasks, lead project coordination, and leverage technology to drive efficiency. Responsibilities include: Project & Business Management * Assist in coordinating strategic initiatives, tracking deadlines, and following up on action items. * Conduct research and analysis to support decision-making and presentations. * Build and maintain team dashboards or trackers for key priorities and deliverables. * Partner with internal groups to support recruiting, onboarding, and budget tracking. * Help streamline workflows and ensure team alignment around business objectives. Technology & Process Efficiency * Leverage AI-enabled tools (e.g., ChatGPT, Microsoft CoPilot, workflow automation platforms) to draft communications, summarize documents, and create process efficiencies. * Build templates, trackers, and basic data analysis tools to improve team operations. * Stay current on emerging technology and recommend new tools that can increase productivity. Executive & Team Support * Assist in managing calendars, scheduling, and travel arrangements for senior leaders. * Coordinate logistics for meetings, conferences, and external client events. * Prepare and edit materials such as presentations, reports, and correspondence. * Support expense reporting and administrative compliance requirements. Professional Development * Gain direct exposure to senior leadership decision-making, strategy, and client engagement. * Learn the fundamentals of the insurance and investment management businesses through hands-on project and operational work. Qualifications * Minimum 7-10 years of experience ideally supporting multiple Managing Directors, C-level leaders, or equivalent in financial services, insurance, investment management, or consulting industries. * Prior experience creating, editing, and formatting professional presentations while aligning with brand standards required. * PMP certification, project management coursework, or demonstrable project management experience is a plus. * High proficiency in Microsoft Office Suite (Outlook, Excel, PowerPoint, Word); experience with expense management and CRM systems a plus. * Comfortable with AI-enabled productivity tools (e.g., ChatGPT, Microsoft CoPilot) and able to leverage technology for efficiency. * Skilled in process improvement and operational efficiency initiatives. Personal Attributes * Exceptional organizational skills with the ability to manage complex calendars and competing priorities under pressure. * Strong project management skills: ability to scope, plan, track, and deliver on multiple concurrent initiatives. * Outstanding written and verbal communication skills; able to draft clear, concise, and professional correspondence. * Strong problem-solving and decision-making ability, with sound judgment and discretion. * Collaborative team player who also thrives working independently. * Commitment to excellence, accuracy, and follow-through. Education Bachelor's degree required. Base Salary $100,000 - $125,000 In addition to a competitive base salary, you will be eligible to receive discretionary bonus incentives, a comprehensive benefits package and a flexible work arrangement. The base salary offered will be commensurate with experience and/or qualifications, industry knowledge and expertise, as well as prior training and education. Equal Opportunity Employment Policy Oaktree is committed to diversity and to equal opportunity employment. Oaktree does not make employment decisions on the basis of race, creed, color, ethnicity, national origin, citizenship, religion, sex, sexual orientation, gender identity, gender expression, age, past or present physical or mental disability, HIV status, medical condition as defined by state law (genetic characteristics or cancer), pregnancy, childbirth and related medical conditions, veteran status, military service, marital status, familial status, genetic information, domestic violence victim status or any other classification protected by applicable federal, state and local laws and ordinances. This policy applies to hiring, placement, internal promotions, training, opportunities for advancement, recruitment advertising, transfers, demotions, layoffs, terminations, recruitment advertising, rates of pay and other forms of compensation and all other terms, conditions and privileges of employment. This policy applies to all Oaktree applicants, employees, clients, and contractors. Staff members wishing to report violations or suspected violations of this policy should contact the head of their department or Human Resources. For positions based in Los Angeles For those applying for a position in the city of Los Angeles, the firm will consider for employment qualified applicants with a criminal history in a manner consistent with applicable federal, state and local law.

Our Company Oaktree is a leader among global investment managers specializing in alternative investments, with over $200 billion in assets under management. The firm emphasizes an opportunistic, value-oriented and risk-controlled approach to investments in credit, private equity, real assets and listed equities. The firm has over 1400 employees and offices in 24 cities worldwide. We are committed to cultivating an environment that is collaborative, curious, inclusive and honors diversity of thought. Providing training and career development opportunities and emphasizing strong support for our local communities through philanthropic initiatives are essential to our culture. The Oaktree ABF strategy: Oaktree Asset Backed Finance ("ABF") is a recently formed strategy which invests in pools of contractual assets, or "assets", such as loans, leases, receivables, mortgages and licensing agreements, which may or may not reference property or other hard assets. Asset categories include corporate, consumer, real estate, transportation, equipment, infrastructure, energy, intellectual property and other esoteric types. On behalf of ABF funds and clients, Oaktree * Purchases, or commits to purchase, assets, with or without leverage * Lends, or commits to lend, secured by assets, in a senior or mezzanine position * Insures, or provides capital relief against, assets * Provides essential capital to a business primarily engaged in the origination and servicing of assets While Oaktree has significant experience successfully investing client capital in ABF opportunities as a sub-allocation to existing funds, Oaktree ABF represents Oaktree's first client offering dedicated to ABF. Based on the expanding ABF opportunity set and client demand, Oaktree ABF has grown and is expected to grow significantly. Oaktree judges ABF Strategy's success and value by outcomes delivered to clients, consistent with or exceeding expectations, over the medium and long term. For additional information please visit our website at *********************** Responsibilities The ABF Senior Associate will specifically support senior ABF investment professionals in the New York and London offices and will contribute to all phases of the investment process, from sourcing, through decision points, to investment realization. * Recognizing that Oaktree sources opportunities and leads through a variety of internal and external channels, the ABF Senior Associate will follow up on introductions and inquiries of potential relevance to the ABF strategy. * Collect, evaluate, organize and summarize initial information which accompanies an ABF opportunity such as teasers, pitch decks, meetings or emails. * Participate in calls, virtual meetings and in-person meetings with asset originators, borrowers, sellers and their respective advisors, taking careful notes. * For those opportunities determined to be potentially attractive for Oaktree funds and clients, lead or participate in diligence, negotiation of terms and documentation, building models and preparing investment memoranda for consideration by the ABF investment committee. * Gain familiarity with Oaktree's various pools of capital available for ABF investments, including the constraints imposed by fund investment guidelines, capital considerations, regulators and Oaktree's internal policies and procedures. * Present information about investments, both actual and considered, to partners such as clients, prospects, financing providers and co-investors. Participate in monitoring, surveillance and valuation of existing investments. * Train and supervise associates and analysts on the ABF team. * Perform other tasks as required. Qualifications * 5 + years relevant experience within asset finance or structuring at an investment bank or investing across securitized collateral types at an investment manager. Individuals with 3-4 years of experience may be considered but at an Associate level role. * Strong quantitative background. Facility with Excel and PowerPoint, commensurate with years of experience. * Strong experience reviewing financial agreements for relevant business points and finding answers to specific questions. * Knowledge of fixed income fundamentals, asset backed finance and securitization, commensurate with years of experience. * Experience in executing private asset-backed investments (without relying on an arranging bank to structure the investment) preferred but not required. * Experience leading rating process of an asset-backed investment preferred but not required. Personal Attributes * Clever, intellectually curious, resourceful, enjoys solving problems, quick study * Driven, productive, responsible, detail oriented, organized * Team oriented with high integrity * Professional and a strong communicator in a variety of formats * Effective teacher and student Education Bachelor's degree required. Base Salary $170,000 In addition to a competitive base salary, you will be eligible to receive discretionary bonus incentives, a comprehensive benefits package and a flexible work arrangement. The base salary offered will be commensurate with experience and/or qualifications, industry knowledge and expertise, as well as prior training and education. Equal Opportunity Employment Policy Oaktree is committed to diversity and to equal opportunity employment. Oaktree does not make employment decisions on the basis of race, creed, color, ethnicity, national origin, citizenship, religion, sex, sexual orientation, gender identity, gender expression, age, past or present physical or mental disability, HIV status, medical condition as defined by state law (genetic characteristics or cancer), pregnancy, childbirth and related medical conditions, veteran status, military service, marital status, familial status, genetic information, domestic violence victim status or any other classification protected by applicable federal, state and local laws and ordinances. This policy applies to hiring, placement, internal promotions, training, opportunities for advancement, recruitment advertising, transfers, demotions, layoffs, terminations, recruitment advertising, rates of pay and other forms of compensation and all other terms, conditions and privileges of employment. This policy applies to all Oaktree applicants, employees, clients, and contractors. Staff members wishing to report violations or suspected violations of this policy should contact the head of their department or Human Resources. For positions based in Los Angeles For those applying for a position in the city of Los Angeles, the firm will consider for employment qualified applicants with a criminal history in a manner consistent with applicable federal, state and local law.

About Bridgewater Bridgewater Associates is a premier asset management firm, focused on delivering unique insight and partnership for the most sophisticated global institutional investors. Our investment process is driven by a tireless pursuit to understand how the world's markets and economies work - using cutting-edge technology to validate and execute on timeless and universal investment principles. Founded in 1975, we are a community of independent thinkers who share a commitment for excellence. By fostering a culture of openness, transparency, and inclusion, we strive to unlock the most complex questions in investment strategy, management, and corporate culture. Explore more information about Bridgewater on our website here. Our Culture Our culture is anchored in excellence, meaning constant improvement, and it is deeply tied to our mission. Because markets are objective, competitive, and getting smarter everyday, we need to keep rapidly improving to have any chance of beating them. Truth is our most essential tool for engaging with the markets and constantly improving because once you know what's true about your problems and opportunities, you can determine how to get better. Valuing truth means being transparent about your decision-making and mistakes, giving and receiving feedback with humility, and fighting for the best answers over hierarchy, ego, or self-interest. Operating this way is hard - it's only possible because we build meaning in our work and relationships. This meaning comes from the audacity of the mission, and the joy of working alongside people who make you a better version of yourself. The culture, like Bridgewater itself, is always evolving. In 1997 our founder Ray Dalio wrote down his lessons, starting with a Philosophy Statement which remains our foundation. This later evolved into a set of 300+ Principles. In 2022, when Ray transitioned the company, we re-underwrote several of those principles and evolved others, with a specific focus on Meritocracy. Today the culture sits, alongside our people, as our most important edge. When we get it right, it's the engine that powers everything else. About Your Role Client Investment Research Analysts play a vital role in service of Bridgewater's overall client service strategy across our front office departments - the Alpha Engine, Total Portfolio Strategies, and Client Service. Analysts act as the primary support to Bridgewater's Strategists, a small group of senior investors appointed by Bridgewater's co-CIOs to partner directly with our clients on their most important Research priorities. Day-to-day work includes collaborating with Strategists, Client Advisors, asset class teams, and our CIOs to define approaches on how to handle different client-focused research projects and execute on them through research, analysis, and project management, culminating in novel investment insights that informs out clients' thinking. From their unique position at the heart of Bridgewater's client-focused research activity, these individuals have an aerial view into our ever-evolving perspectives on world markets, high-impact company-wide projects and our investment philosophy and processes. Bridgewater's market-driven approach to client service requires our Client Investment Research Analysts to continually expand their understanding and knowledge of the markets. Through formal training and informal on-the-job instruction, Client Investment Research Analysts become well-versed in our investment approach, process and different strategies, our book of business, and our production systems. Client Investment Research Analysts are embedded across several departments in the Front Office, helping drive critical projects and engagements in our Alpha Engine, Total Portfolio Strategies, and Client Service functions. Roles across departments are focused in the following areas: Within the Alpha Engine, Client Investment Research Analysts work on projects that cover a range of areas, including but not limited to our outlook on markets, our thinking on portfolio construction, and Bridgewater's investment process and flagship Pure Alpha strategy. Total Portfolio Strategies: Client Investment Research Analysts within Total Portfolio Solutions partner directly with our Pillar Heads and Strategists, a small group of senior investors appointed by Bridgewater's co-CIOs to partner directly with our clients on their most important Research priorities. Day-to-day work includes collaborating with Pillar Heads, Strategists, Client Advisors, research teams, and our CIOs to define approaches on how to handle different client-focused research projects and execute on them through research, analysis, and project management, culminating in novel investment insights that informs out clients' thinking. Client Service: The Client Investment Research Analysts in CS act as Bridgewater's in-house investment advisory arm partnering with Client Advisors to provide clients with tailored insights and advice to address their day-to-day questions about Bridgewater's strategies, performance, and portfolio positions. Successful Client Investment Research Analysts will: Develop a holistic understanding of portfolios and portfolio management principles Understand the depth and breadth of Bridgewater's market knowledge as well as its pioneering work in institutional asset management and alpha and beta separation Contribute to Bridgewater's world-class client service strategy through creative thinking about how to generate insights and convey key messages to our clients about our investment philosophy, strategies, performance and outlook in the markets. You will drive the following responsibilities: Understand Bridgewater's book of business, related commercial strategy and our investment thinking Strategize with Client Advisors, other Research teams and investment professionals (at times including CIOs and other Sr. Researchers) and help develop best approach to handle client requests, enable high quality client engagements Apply analytical skills, market knowledge, and an understanding of Bridgewater's investment methodology to create insights to help shape clients' investment thinking or deliver client-ready portfolio position and performance reports to allow our Client Advisors, Investment Strategists and Chief Investment Officers to tell the Bridgewater investment story in a rich and accurate way Work creatively with existing methodologies and tools to identify and solve problems in how we serve clients by simultaneously contributing to the creation of new tools, models, and or “machines” to automate and streamline our processes Interested in learning more about working at Bridgewater? Hear about the experiences of our employees here. Position Requirements The Client Investment Research Analyst role is a great opportunity to transition into Bridgewater. While the position does not require deep experience in asset management, preferred candidates will have prior experience within a related and similarly fast-paced professional services environment. We are looking for intellectually curious, energetic individuals who can learn quickly and are aggressive problem-solvers. Candidates should meet the following criteria. Minimum Qualifications Bachelor's or Master's degree with a strong academic and extracurricular track record Interest for and understanding of markets and investing Ability to solve complex problems through analysis Aptitude for creative quantitative work involving financial and economic data In addition, to succeed within our unique culture and work environment, individuals must demonstrate humility, innate curiosity, and openness to new ideas and approaches. Candidates must be driven, confident, and goal-oriented. All Bridgewater employees are expected to be honest, exceptionally direct, and eager to provide and receive objective feedback. Our employees constantly strive for self-improvement through feedback and self-reflection and are committed to the pursuit of excellence. Physical Requirements The anticipated onsite requirement for this role is four days per week, primarily at our New York City campus. A subset of teams operates on a hybrid schedule alternating between our New York City and Westport campuses. Why Choose Bridgewater? It takes all types to make Bridgewater great. We seek a diverse group of innovative thinkers and push them to engage in rigorous and thoughtful inquiry. We develop people through an honest examination of their abilities and performance, enabling personal growth and professional development. We strive to provide you with opportunities that will challenge you and unlock your potential. You will grow with us by: Participating in formal and informal on the job training Developing a holistic understanding of portfolios and portfolio management principles Becoming well-versed in our investment approach, process, strategies and book of business Compensation Band The wage range for this role is $130,000 - $260,000 inclusive of base salary and discretionary target bonus. The expected base salary for this role is between 70% - 80% of this wage range. One of our core priorities at Bridgewater is to enable our employees to build a great life and career, and we believe our benefits are an important extension of that philosophy. As such, currently Bridgewater offers a competitive suite of benefits. Explore more information about Bridgewater's benefits on our website here. Bridgewater reserves the right to change its current benefits program at any time, in a manner that is consistent with applicable federal and state regulations. This is not a contract and confers no contractual rights, privileges, or benefits on any applicant or potential applicant. Bridgewater has the right to change any and all terms of this , including, but not limited to, job responsibilities, qualifications and benefits. Nothing in this job description constitutes an offer or guarantee of employment. Please note that we do provide immigration sponsorship for this position. Bridgewater Associates, LP is an Equal Opportunity Employer

Our Company Oaktree is a leading global investment management firm focused on alternative markets, with an estimated $203 billion in assets under management as of March 31, 2025. The firm emphasizes an opportunistic, value-oriented and risk-controlled approach to investments in distressed debt, corporate debt (including high yield debt and senior loans), control investing, convertible securities, real estate and listed equities. Headquartered in Los Angeles, the firm has over 1200 employees and offices in 24 cities worldwide. For additional information please visit our website at *********************** Responsibilities Oaktree is seeking a Senior Associate / Vice President focused on restructuring. The candidate will be the second member of a new and dynamic restructuring-focused team within the $[30 billion] Global Private Debt strategy, reporting directly to the Head of Restructuring. The restructuring team is an integral part of the performing credit investment team at Oaktree and works side-by-side with industry specialists who source, underwrite, and structure new positions. The candidate will participate in all transaction functions and portfolio management activities related to the strategy's stressed and distressed credit positions, including: * Assisting with complex, multi-party negotiations, including representing Oaktree in meetings with other stakeholders; * Monitoring the performance of existing investments with a focus on covenants, liquidity, and financial flexibility; * Developing detailed financial models to analyze the impact of potential restructuring transactions; * Communicating effectively with outside advisors to advance Oaktree's strategy; * Performing qualitative business and industry due diligence in collaboration with the broader investment team; * Participating in underwriting and structuring of new investments to ensure downside protection; and * Presenting investment recommendations to portfolio management Qualifications * 2 years of restructuring investment banking analyst experience plus 2-4 years in asset management, direct lending or private equity, ideally focused on credit investments; * Experience analyzing and negotiating debt restructuring transactions in a principal capacity; * Demonstrated ability to execute independently on multiple projects with limited oversight; * Polish/presence to work with senior professional at other firms and senior members of company management; * Working knowledge of restructuring legal framework, including bankruptcy law; * Outstanding financial modeling and analytical skills; and * Demonstrated competency in financial statement analysis, business valuation, accounting and finance. Personal Attributes * Must have outstanding initiative and be a self-starter * Demonstrate non-linear thinking and have excellent written, verbal and interpersonal communication skills * Ability to prioritize and manage multiple competing tasks * Strong motivation to cultivate and expand network of relationships within the restructuring community * Collaborative, team-oriented, intellectually curious individual with strong sense of integrity and professionalism Education A Bachelor's degree with honors from a top university or college is required. Equal Opportunity Employment Policy Oaktree is committed to diversity and to equal opportunity employment. Oaktree does not make employment decisions on the basis of race, creed, color, ethnicity, national origin, citizenship, religion, sex, sexual orientation, gender identity, gender expression, age, past or present physical or mental disability, HIV status, medical condition as defined by state law (genetic characteristics or cancer), pregnancy, childbirth and related medical conditions, veteran status, military service, marital status, familial status, genetic information, domestic violence victim status or any other classification protected by applicable federal, state and local laws and ordinances. This policy applies to hiring, placement, internal promotions, training, opportunities for advancement, recruitment advertising, transfers, demotions, layoffs, terminations, recruitment advertising, rates of pay and other forms of compensation and all other terms, conditions and privileges of employment. This policy applies to all Oaktree applicants, employees, clients, and contractors. Base Salary Range Senior Associate: $170,000 Vice President: $250,000 - $275,000 In addition to a competitive base salary, you will be eligible to receive discretionary bonus incentives, a comprehensive benefits package and a flexible work arrangement. The base salary offered will be commensurate with experience and/or qualifications, industry knowledge and expertise, as well as prior training and education. Equal Opportunity Employment Policy Oaktree is committed to diversity and to equal opportunity employment. Oaktree does not make employment decisions on the basis of race, creed, color, ethnicity, national origin, citizenship, religion, sex, sexual orientation, gender identity, gender expression, age, past or present physical or mental disability, HIV status, medical condition as defined by state law (genetic characteristics or cancer), pregnancy, childbirth and related medical conditions, veteran status, military service, marital status, familial status, genetic information, domestic violence victim status or any other classification protected by applicable federal, state and local laws and ordinances. This policy applies to hiring, placement, internal promotions, training, opportunities for advancement, recruitment advertising, transfers, demotions, layoffs, terminations, recruitment advertising, rates of pay and other forms of compensation and all other terms, conditions and privileges of employment. This policy applies to all Oaktree applicants, employees, clients, and contractors. Staff members wishing to report violations or suspected violations of this policy should contact the head of their department or Human Resources. For positions based in Los Angeles For those applying for a position in the city of Los Angeles, the firm will consider for employment qualified applicants with a criminal history in a manner consistent with applicable federal, state and local law.

Your Opportunity At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. The Third-Party Product Platforms (TPP) legal team is responsible for providing legal support to several of Charles Schwab & Co., Inc.'s product platforms through which products are available for purchase by our clients, including mutual funds, exchange-traded products, insurance and annuities, 529 Education Savings Plans and alternative investments. As a Director, Legal Counsel- Alternative Investment Platforms, you will primarily will be responsible for legal support of the platforms on which alternative investment products are made available to the customers of Charles Schwab & Co., although the position will take on additional responsibilities related to other product platforms from time to time. Support will include strategic initiatives, regulatory compliance, and negotiating agreements with product issuers or advisers. The ideal candidate will have experience in both support of broker-dealer product platforms and the organization and distribution of registered funds (liquid alternatives) and private funds. Candidate should have familiarity with the Securities Act of 1933, the Securities Exchange Act of 1934 and the Investment Company Act of 1940, as well as relevant FINRA rules. We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified location(s). This role is expected to work in the office 4 days a week. What you will do: * Provide legal advice related to strategic and growth initiatives related to the alternative investment platforms. * Draft and negotiate intermediary agreements with third party alternative investment providers and issuers. * Provide legal guidance on related marketing or disclosures, and policies and procedures. * Monitor regulatory developments applicable to alternative investments and advise senior leadership and the business on the impact. * Build and maintain strong partnerships with the relevant Platform/Offer teams and compliance and legal colleagues to ensure clear alignment and priorities within the appropriate legal and regulatory framework. What you have To ensure that we fulfill our promise of "challenging the status quo," this role has specific qualifications that successful candidates should have: Required Qualifications: * Juris Doctor (JD) from an accredited law school and active membership in a state bar. * 7-10 years legal experience in a large broker-dealer or asset management firm. Law firm experience in a practice related to financial services or practical business experience may be substituted for in-house experience. * Strong drafting skills and a keen attention to detail. * Ability to identify and analyze contractual issues and provide solutions. * Developed negotiation skills and a willingness to engage with counterparties. * Excellent oral and written communication skills. Ability to present to senior leaders in Legal and key partners. * Ability to work on multiple projects, prioritize activities, and meet deadlines with strong organizational skills. * Must be a self-motivated professional with excellent people skills and able to work independently. * Applicants must be currently authorized to work in the United States on afull-time basis without employer sponsorship. In addition to the salary range, this role is also eligible for bonus or other incentive opportunities.

New York Credit Funds Ref # 3629 Date published 22-Sep-2025 Associate, Specialty Finance New York, NY About Fortress Fortress Investment Group LLC is a leading, highly diversified global investment manager with approximately $54 billion of assets under management as of September 30, 2025. Founded in 1998, Fortress manages assets on behalf of approximately 2,000 institutional clients and private investors worldwide across a range of credit and real estate, private equity and permanent capital investment strategies. Investment performance is our cornerstone - we strive to generate strong risk adjusted returns for our investors over the long term. For additional information on Fortress, please visit ***************** About the Position Fortress is seeking an Associate to join its Asset-Based Credit Group within the Credit Funds business. The Asset-Based Credit Group focuses on a broad mandate of investment opportunities across the capital structure in the specialty finance sector including consumer finance, commercial finance and other contractual cash flowing receivable assets. The team generally concentrates on lending against and acquiring assets originated by companies across these sectors. The investment model emphasizes deep industry and asset class specific research along with substantial data analysis as a backdrop to formulating opinions on attractive transactions and deal structures. The Associate will join our New York office (in-person) and will be involved in all aspects of the investment process including research, financial modeling, legal documentation, due diligence and portfolio management. Experience with asset-based financing, structured credit and securitization required. The Specialty Finance Associate will: * Perform financial modeling, asset performance analysis and other data analytics, including pricing and comprehensive asset valuations. * Develop quantitative asset based financial models and develop and maintain group asset databases. Strong proficiency with Excel is critical for success in the role. * Perform comparative company and asset performance analysis to determine structure and project investment returns. * Conduct detailed client and asset diligence. * Prepare internal information and investment committee memoranda. * Assist in the review of transaction-related documentation. * Identify and research investment opportunities while assisting in maintaining portfolio investments. * Provide oversight and input on transactions in portfolio and work with asset managers to actively manage and continuously assess risk and exposure across portfolio. The ideal candidate will have: * A bachelor's degree in finance, economics, mathematics, computer science or a related field is required. * Minimum of 2-3 years of finance experience with direct exposure to asset-based transactions. * A background in investment banking, securitization banking, asset-based finance, asset backed securities portfolio management or asset-based lending. * Familiarity with securitization structures and the ability to analyze a specialty finance company and its assets. * Sophisticated financial modeling and analytical capabilities using standard tools (e.g. Excel). Database and programming skills are a plus. * Strong written and verbal communication skills. * Self-motivated and driven with ability to work in a collegial, demanding, and dynamic environment. The base salary range for this position is expected to be between $145,000 and $155,000. The base salary range proposed for this role has been set forth to comply with local law, but salary is only one element of the total compensation for this role. The base salary range suggested above does not include compensation elements such as bonuses, overtime and deferred cash (each of which are applicable in certain roles), benefits, perquisites, and company contributions to employee 401(k) accounts. Such other pay components often result in total compensation materially exceeding base salary for a particular role. Total compensation as well as base salary for a role depend in part upon individual performance, years of service, experience, geographic considerations, the performance and the needs of particular business units, company performance, and general market conditions. Maximum Salary 155,000 Minimum Salary 145,000

About Bridgewater Br About the Asia Strategies Team The goal of the Asia Strategies team is to create industry-leading portfolios and investment thinking in Asia, helping investors navigate the changing geopolitical and macroeconomic paradigm. This entails growing deep regional expertise, generating alpha in Asian markets, researching and publishing our understanding of the macroeconomic environment, and designing portfolio solutions to help our clients invest across the region. Bridgewater has a long history as an asset manager in Asia. It started when our founder, Ray Dalio, first visited China in 1984, and we have been trading Asian markets since 1992. Asian markets have always been a core part of our global macro investment strategies, and Asian economies feature prominently in the research we have published on debt cycles and the changing world order. Bridgewater has offices in only two places - the US and Asia - reflecting the region's strategic importance. Our first Asia-focused fund, launched in 2018, is now among the largest private funds in China. About Your Role As a China Policy AI Research Associate, you will help deepen Bridgewater's understanding of China's policy landscape as it informs asset markets & economies. You will analyze government policies and regulatory developments that help shape China's strategy and its implications for global markets. You will leverage AI tools and large language models (LLMs) to collect, translate, extract information and synthesize Chinese-language policy materials and data sources. Working closely with Bridgewater's research and engineering teams, you will refine how these tools are used to extract insight and identify emerging trends, applying them to predict how the machine works, and what will happen in economies & asset markets. You will drive the following responsibilities: Analyze China's policy landscape as it informs asset markets & economies Source, translate, and interpret Chinese-language policy documents, data, and media sources Use AI tools and LLMs to organize, summarize, and extract insights from unstructured data Track developments in China's government policy framework Collaborate with research and engineering teams to enhance Bridgewater's internal AI-driven research capabilities. Build structured datasets, identify emerging trends, and generate insights that inform investment and policy research. Interested in learning more about working at Bridgewater? Hear about the experiences of our employees here. Position Requirements We are looking for candidates who combine deep regional and policy knowledge with strong technical curiosity and analytical rigor. Minimum Qualifications Fluent in Mandarin (reading, writing, and professional communication) Strong understanding of China's government structure, policy process, and AI ecosystem Familiarity with how large language models (LLMs) work and how they are trained or fine-tuned Ability to engineer prompts, and deploy models in the service of the goal Proven ability to work effectively with research, engineering, and data science teams Bachelor's or advanced degree in a relevant field In addition, to succeed within our unique culture and work environment, individuals must demonstrate humility, innate curiosity, and openness to new ideas and approaches. Candidates must be driven, confident, and goal-oriented. All Bridgewater employees are expected to be honest, exceptionally direct, and eager to provide and receive objective feedback. Our employees constantly strive for self-improvement through feedback and self-reflection and are committed to the pursuit of excellence. Physical Requirements The anticipated onsite requirement for this role is four days per week at our New York City campus. Why Choose Bridgewater? It takes all types to make Bridgewater great. We seek a diverse group of innovative thinkers and push them to engage in rigorous and thoughtful inquiry. We develop people through an honest examination of their abilities and performance, enabling personal growth and professional development. We strive to provide you with opportunities that will challenge you and unlock your potential. Compensation Band The expected annual base salary for this position is $160,000-$225,000. The total compensation package includes variable compensation in the form of a discretionary target bonus. One of our core priorities at Bridgewater is to enable our employees to build a great life and career, and we believe our benefits are an important extension of that philosophy. As such, currently Bridgewater offers a competitive suite of benefits. Explore more information about Bridgewater's benefits on our website here. Bridgewater reserves the right to change its current benefits program at any time, in a manner that is consistent with applicable federal and state regulations. This is not a contract and confers no contractual rights, privileges, or benefits on any applicant or potential applicant. Bridgewater has the right to change any and all terms of this , including, but not limited to, job responsibilities, qualifications and benefits. Nothing in this job description constitutes an offer or guarantee of employment. Please note that we do provide immigration sponsorship for this position. Bridgewater Associates, LP is an Equal Opportunity Employer

About Bridgewater Bridgewater Associates is a premier asset management firm, focused on delivering unique insight and partnership for the most sophisticated global institutional investors. Our investment process is driven by a tireless pursuit to understand how the world's markets and economies work - using cutting-edge technology to validate and execute on timeless and universal investment principles. Founded in 1975, we are a community of independent thinkers who share a commitment to excellence. By fostering a culture of openness, transparency, and inclusion, we strive to unlock the most complex questions in investment strategy, management, and corporate culture. Explore more information about Bridgewater on our website here. Our Culture Our culture is anchored in excellence, meaning constant improvement, and it is deeply tied to our mission. Because markets are objective, competitive, and getting smarter everyday, we need to keep rapidly improving to have any chance of beating them. Truth is our most essential tool for engaging with the markets and constantly improving because once you know what's true about your problems and opportunities, you can determine how to get better. Valuing truth means being transparent about your decision-making and mistakes, giving and receiving feedback with humility, and fighting for the best answers over hierarchy, ego, or self-interest. Operating this way is hard - it's only possible because we build meaning in our work and relationships. This meaning comes from the audacity of the mission, and the joy of working alongside people who make you a better version of yourself. The culture, like Bridgewater itself, is always evolving. In 1997 our founder Ray Dalio wrote down his lessons, starting with a Philosophy Statement which remains our foundation. This later evolved into a set of 300+ Principles. In 2022, when Ray transitioned the company, we re-underwrote several of those principles and evolved others, with a specific focus on Meritocracy. Today the culture sits, alongside our people, as our most important edge. When we get it right, it's the engine that powers everything else. About the Client Service Department Bridgewater believes that the key to our success lies in creating meaningful, long-lasting relationships with our clients. To this end, Client Service works closely with our clients to help them not only broaden their understanding of the company's investment process and products but also to deepen their understanding of the financial markets more generally. Over and above traditional client service organizations that focus on selling products, Bridgewater's Client Service group operates as an advisor to clients on their entire portfolio, not just the portion under management at Bridgewater. By providing exceptional transparency and reporting on portfolios, Bridgewater's market outlook and performance, risk management analysis, and advisory research, Client Service helps clients solve their most pressing investment problems and plan their investment strategies. The group frequently meets with clients to discuss portfolio performance, give updates on recent research, provide guidance and training on Bridgewater's pioneering work in such areas as risk budgeting, alpha and beta separation, portable alpha, optimal beta, currency overlay, and global inflation-indexed bond investing; and assist in developing strategies that best meet client needs. About the Investment Content Systemization Team We are an Engineering owned and led organization which strives to balance independence with incredible community support in an environment that is intellectually vibrant and driven to make a mark on the world as a collaborative force Our core values: Honesty, transparency, directness, personal accountability, driven by doing what's right for the organization. Holding a very high bar for each other, everything we do, and everything we build. Actively engaging in shaping our environment and how we do things. You create the culture again every day you come into the office - it must be highly dynamic and owned by all of us. Autonomy and self-motivation: we are here to enable and develop great people who share our way of being and passion for working on important problems that have big impact. About Your Role As a member of the Client Service Investment Content Systemization team, your mission is to enhance and scale the ability of Bridgewater to build deeper client relationships by engineering systematic solutions to deliver critical investment insights across Bridgewater strategies and markets in general. As an Investment Content Systemization Engineer, you will drive the following responsibilities: Design and build appropriately robust, practically maintained solutions Diagnose issues well, and proactively proposes practical systematic solutions Understand and enforce the best engineering standards, calling out badness and communicating feedback directly You will be a click for the role if you: Have strong analytical and problem-solving skills with the ability to troubleshoot complex issues and develop innovative solutions Have excellent verbal and written communication skills and can translate technical concepts to different stakeholders Are practical and goal oriented so you can quickly interface with the various partners across the firm to perceive and solve problems Have a desire to use technology and engineering to solve real world business problems (and demonstrated a practical track record) Experience in Scala, Python, or SQL is a plus Interested in learning more about working at Bridgewater? Hear about the experiences of our employees here. Position Requirements To succeed within our unique culture and work environment, individuals must demonstrate humility, innate curiosity, and openness to new ideas and approaches. Candidates must be driven, confident, and goal-oriented. All Bridgewater employees are expected to be honest, exceptionally direct, and eager to provide and receive objective feedback. Our employees constantly strive for self-improvement through feedback and self-reflection and are committed to the pursuit of excellence. Minimum Qualifications 1-3 years of professional experience in a relevant engineering field Bachelor's degree in a related field Physical Requirements The anticipated onsite requirement for this role is four days per week. Candidates can be based at either our New York City campus or our Westport, CT campus. Why Choose Bridgewater? It takes all types to make Bridgewater great. We seek a diverse group of innovative thinkers and push them to engage in rigorous and thoughtful inquiry. We develop people through an honest examination of their abilities and performance, enabling personal growth and professional development. We strive to provide you with opportunities that will challenge you and unlock your potential. Compensation Band The wage range for this role is $150,000 - $250,000 inclusive of base salary and discretionary target bonus. The expected base salary for this role is between 75% - 85% of this wage range. One of our core priorities at Bridgewater is to enable our employees to build a great life and career, and we believe our benefits are an important extension of that philosophy. As such, currently Bridgewater offers a competitive suite of benefits. Explore more information about Bridgewater's benefits on our website here. Bridgewater reserves the right to change its current benefits program at any time, in a manner that is consistent with applicable federal and state regulations. This is not a contract and confers no contractual rights, privileges, or benefits on any applicant or potential applicant. Bridgewater has the right to change any and all terms of this , including, but not limited to, job responsibilities, qualifications and benefits. Nothing in this job description constitutes an offer or guarantee of employment. Please note that we do provide immigration sponsorship for this position. Bridgewater Associates, LP is an Equal Opportunity Employer

New York Client & Product Solutions Group Ref # 3594 Date published 15-Jul-2025 Vice President, Product Management, Private Wealth Solutions About Fortress Fortress Investment Group LLC is a leading, highly diversified global investment manager with approximately $54 billion of assets under management as of September 30, 2025. Founded in 1998, Fortress manages assets on behalf of over 2,000 institutional clients and private investors worldwide across a range of credit and real estate, private equity, and permanent capital investment strategies. About the Position The Client and Product Solutions Group at Fortress is seeking a highly motivated and detail-oriented Product Management Vice President to focus on investor relations and marketing on our private wealth solutions team. This individual will play a key role in supporting product development and creating collateral and due diligence materials. Key Responsibilities * Play an active role in supporting the introduction of new investment products and contribute to the expansion of existing offerings. * Develop, update, and manage tailored marketing materials and presentations that effectively articulate fund strategies, value propositions, and differentiators. * Prepare and refresh presentation content for client and prospect meetings, including pitch decks, fact sheets, portfolio updates, and market commentary. * Manage the due diligence process for new investors, ensuring a seamless client experience. * Serve as a primary point of contact for sales teams, addressing investor and prospect questions and managing the completion of RFPs, DDQs, and information requests. * Liaise with internal teams (investment, asset management, accounting, legal, compliance, operations) to gather and synthesize information for investor communications. * Conduct market and competitor research to inform product positioning and strategy. * Assist senior team members in crafting marketing content and thought leadership pieces that highlight investment strategies and market perspectives. The ideal candidate will have: * Bachelor's degree with a strong academic record. * 5-7 years of relevant experience in investment management, investor relations, investment banking, product management, or a related field. * Experience in private wealth within an alternative asset manager is desired. * Exceptional verbal and written communication skills, with the ability to convey complex concepts clearly and professionally. * Strong analytical and quantitative skills. * Advanced proficiency in Excel, PowerPoint, and Word * Demonstrated ability to manage multiple projects, prioritize tasks, and meet deadlines in a dynamic environment. * High attention to detail, organizational skills, with a proactive approach * Experience with CRM systems (e.g., Salesforce) and data room platforms (e.g., Intralinks) is a plus * Excellent interpersonal skills and the ability to build relationships with a diverse range of stakeholders. * Strong work ethic and desire to excel in a fast-paced environment. The base salary range for this position is expected to be between $150,000 and $200,000. The base salary range proposed for this role has been set forth to comply with local law, but salary is only one element of the total compensation for this role. The base salary range suggested above does not include compensation elements such as bonuses, overtime and deferred cash (each of which are applicable in certain roles), benefits, perquisites, and company contributions to employee 401(k) accounts. Such other pay components often result in total compensation materially exceeding base salary for a particular role. Total compensation as well as base salary for a role depend in part upon individual performance, years of service, experience, geographic considerations, the performance and the needs of particular business units, company performance, and general market conditions. Maximum Salary 200,000 Minimum Salary 150,000

New York Client & Product Solutions Group Ref # 3570 Date published 29-May-2025 Internal Sales Associate, Private Wealth Solutions About Fortress Fortress Investment Group LLC is a leading, highly diversified global investment manager with approximately $54 billion of assets under management as of September 30, 2025. Founded in 1998, Fortress manages assets on behalf of over 2,000+ institutional clients and private investors worldwide across a range of credit and real estate, private equity, and permanent capital investment strategies. About the Position The New York office has an opening for a Sales Associate in the Client & Product Solutions Group for an internal sales team member focused on private wealth distribution. The Associate will support a regional sales director and manage various aspects of the internal sales function for current and prospective investors across wirehouse, regional/independent broker dealer and RIA relationships. This position offers significant growth and career advancement opportunities. The Private Wealth Solutions Sales Associate will * Support senior sales team members in their respective territories: scheduling meetings, coordinating roadshows, facilitate meeting follow up deliverables/investor due diligence requests, updating sales pipelines, CRM management etc. * Make proactive sales calls to existing and prospective investors to strengthen the firm's relationships and build brand awareness within private wealth channels * Source new leads and relationships from various public and private outlets * Field inbound operational, product and client service-related inquiries * Collaborate with other business functions across the Fortress Credit platform on ad hoc projects and initiatives * Monitor and summarize market/industry developments and the competitive landscape The ideal candidate will have: * Bachelor's degree with a strong academic record * At least 2-3 years of financial services sales experience * Broad understanding of capital markets and alternative investments (credit/real estate a strong plus) * Prior work experience in Private Wealth Management * Advanced proficiency in Microsoft Office: PowerPoint, Excel and Word * Experience working with a CRM database (e.g., Salesforce) * Excellent verbal and written communication skills and strong interpersonal skills * Ability to effectively manage multiple priorities * Self-motivation with the ability to work independently and as a team player * Excellent organizational skills * Meticulous attention to detail * Strong work ethic and desire to excel in a dynamic and fast-paced work environment * Series 7 & 63 preferred The base salary range for this position is expected to be between $100,000 and $150,000. The base salary range proposed for this role has been set forth to comply with local law, but salary is only one element of the total compensation for this role. The base salary range suggested above does not include compensation elements such as bonuses, overtime and deferred cash (each of which are applicable in certain roles), benefits, perquisites, and company contributions to employee 401(k) accounts. Such other pay components often result in total compensation materially exceeding base salary for a particular role. Total compensation as well as base salary for a role depend in part upon individual performance, years of service, experience, geographic considerations, the performance and the needs of particular business units, company performance, and general market conditions. Maximum Salary 150,000 Minimum Salary 100,000

Please note, applications are not yet open for this program. If you're interested, please submit your information along with a resume. Bridgewater is one of the largest, most successful hedge funds of all-time, founded in 1975. We've built a unique understanding of global economies and financial markets used to generate high and uncorrelated returns (alpha) in systematic investment strategies. We are looking to hire great talent for our Investment Associate roles. Does this sound like you? Our Investment Associates (IAs) are the core team focused on developing and delivering alpha - the unique insights that enable us to beat markets and generate high and uncorrelated returns. Our approach is rooted in a fundamental understanding of the drivers of economies and markets and the systemization of those ideas. Our Investment Associates are: Relentlessly, obsessively-curious. To beat markets, you must have unique insight-but markets are always learning. We need individuals fiercely driven to understand how the world works, uncovering new logical relationships, testing and exploring new data sources, and consistently trying to expand their understanding and constantly improve. Deeply independent-bordering on iconoclastic-thinkers. For decades, Bridgewater has been studying markets and economies and reflecting our best understanding in our investment systems. We need independent-minded individuals who will come in and tell us why what we're doing and thinking is wrong-and be right about it. Conceptual and analytical. We need people who are both excited by the challenge of taking abstract concepts and translating them into quantifiable measures in a systematic investment process. Able to draw insights from a wide variety of backgrounds. Our investment approach draws from multiple disciplines-most obviously economics and finance-but also computer science, mathematics, statistics, political science, history, natural science, and more. To that end, our Investment Associates also come from a wide variety of backgrounds. Collaborative and tenacious. Our culture of idea meritocracy requires constant, intensive collaboration and exploration of ideas. Grit is essential-many of the problems we try to solve don't have immediate or clear answers, and wrestling through to the truth alongside others takes enormous perseverance. What can I expect in an Investment Associate summer internship? Our goal is to provide interns with real and meaningful exposure to a fundamental and systematic investment process. As Investment Associates, we live and breathe markets and want our interns to have the chance to do the same. We hate the concept of “busy work” and try to make the internship as real of a window as possible. From the first week on, you'll be expected to form your own macroeconomic and market views-including the opportunity to bet with your intern compensation and enter “positions” in actual markets Bridgewater trades, where Bridgewater will take the other side, using our in-house Investor Track Record tool. The internship is structured around the same components as Bridgewater's research and investment process-you'll start by looking out at the world and perceiving the most important dynamics for investors related to a specific economy and market. You'll then synthesize your key views. Finally, you'll get exposure to systemization-taking your point in time views and working with our investors to translate the core logic into data and mathematical expressions that you can then stress-test through time. Throughout the internship, you'll also receive world class markets and macroeconomic training via an abridged version of our first year Investment Associate class. This will cover the foundational frameworks, introduction to analytical methods we use in our research and some light exposure to our technology stack. Our training ecosystem is designed so that anyone willing to put in the work can get the knowledge and skills they need to succeed in the internship and get a taste of what it's like to be a real macro investor. Compensation Total compensation for this position is $51,000 for the 8-week internship (less applicable deductions and withholdings), including a sign on bonus. In addition, our compensation package includes housing. This is not a contract and confers no contractual rights, privileges, or benefits on any applicant or potential applicant. Bridgewater has the right to change any and all terms of this , including, but not limited to, job responsibilities, qualifications and benefits. Nothing in this job description constitutes an offer or guarantee of employment. The Investment Associate Intern position requires the candidate is eligible to work in the United States for a minimum of 3 years from the candidate's start date. H-1B visa sponsorship and support for post-graduation optional practical training is available only to candidates with a degree in the science, technology, engineering and mathematics (STEM) fields. Bridgewater Associates, LP is an Equal Opportunity Employer.

Your Opportunity At Schwab, you're empowered to make an impact on your career and the future of digital finance. We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified location(s). We are seeking a visionary and technically proficient Principal Blockchain Technology Architect to lead the design, development, and implementation of blockchain-based solutions within the financial services sector. This role will be instrumental in shaping our blockchain strategy, driving innovation, and ensuring secure, scalable, and regulatory-compliant architectures that support digital assets. Key Responsibilities: * Architecture & Design: * Lead the end-to-end architecture of blockchain platforms, including consensus mechanisms, smart contract frameworks, and integration with legacy financial systems. * Design scalable and secure distributed ledger solutions tailored to financial use cases such as payments, clearing and settlement, identity management, and asset tokenization. * Technology Leadership: * Evaluate and select appropriate blockchain protocols based on business requirements. * Define technical security standards, best practices, and governance models for secure blockchain development and deployment. * Engineering & Development: * Collaborate with engineering teams to build and maintain secure blockchain infrastructure, APIs, and smart contracts. * Ensure high performance, fault tolerance, and data integrity across blockchain nodes and networks. * Security & Compliance: * Implement robust security measures including cryptographic techniques, identity and access management, and secure key storage. * Ensure compliance with financial regulations (e.g., AML/KYC, GDPR, SEC guidelines) in blockchain implementations. * Help implement holistic security measures across the cybersecurity program pertaining to the safe development and monitoring of digital assets. * Innovation & Strategy: * Stay abreast of emerging blockchain trends, technologies, and regulatory developments. * Provide strategic guidance to executive leadership on blockchain opportunities and risks. * Collaboration & Mentorship: * Work cross-functionally with product, legal, compliance, and operations teams. * Mentor junior architects and developers in blockchain principles and development practices. What you have Required Qualifications: * Bachelor's or Master's degree in Computer Science, Engineering, or related field * 10+ years of experience in software architecture, with 5+ years in blockchain technologies * Deep understanding of cryptographic principles, distributed systems, and consensus algorithms * Proven experience designing and deploying blockchain solutions in financial environments * Familiarity with smart contract languages and blockchain platforms * Strong knowledge of financial services workflows and regulatory requirements * Excellent communication, leadership, and stakeholder management skills Preferred Qualifications: * Experience with DeFi protocols, digital identity, and token economics * Knowledge of cloud-native architectures and containerization (e.g., Kubernetes, Docker) In addition to the salary range, this role is also eligible for bonus or incentive opportunities.

Your Opportunity At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. As an Assistant Branch Manager (ABM) within Schwab's Branch Network, you have the unique opportunity to center your work around development and growth - for your clients, your team, and yourself. In collaboration with, and under the guidance of, the Branch Manager, you will develop and implement a comprehensive local business plan focused on growth of market share and client assets. As a branch leader, you will coach a driven team of branch professionals, attending to performance management and employee engagement. In more than 300 branch offices in 45 U.S. states, you'll find Branch Managers leading and coaching their teams as they work directly with our clients to achieve their financial goals. As an ABM, you are on a direct path to become a Branch Manager, a critical leader role within our Investor Services organization, which is responsible for helping individuals and families with their financial goals, including retirement planning, charitable giving, estate planning, active investing or managing banking and lending needs. If you are seeking the next step in your career as a leader within wealth management, this may be the role for you. What you have Required Qualifications: * Bachelor's degree or equivalent work-related experience * A valid and active Series 7 license required * A valid and active Series 66 (63/65) license required (may be obtained within a 90 day condition of employment) * A valid and active Series 9/10 (8) license required (may be obtained within a 90 day condition of employment) * Since this is a development role, those that are hired into his position need to be flexible to relocate across the network when a manager role becomes available. Preferred Qualifications: * A minimum of 5 years in the financial services industry with leadership experience preferred * Ability to provide ongoing employee coaching, development, and recognition * Demonstrated business development experience with a strong drive for results * Passion to focus on retention and development of top talent through coaching, performance management, and employee engagement. * Openness to build and deepen relationships with clients, within the community and within Schwab to achieve desired results * A valid and active Life and Health Insurance license (may be obtained within a 120 day condition of employment) * CFP designation is preferred * Strong brokerage and industry knowledge In addition to the salary range, this role is also eligible for bonus or incentive opportunities.

New York Client & Product Solutions Group Ref # 3646 Date published 07-Nov-2025 Private Credit Product Specialist - Private Wealth About Fortress Fortress Investment Group LLC is a leading, highly diversified global investment manager with approximately $54 billion of assets under management as of September 30, 2025. Founded in 1998, Fortress manages assets on behalf of approximately 2,000 institutional clients and private investors worldwide across a range of credit and real estate, private equity and permanent capital investment strategies. Investment performance is our cornerstone - we strive to generate strong risk adjusted returns for our investors over the long term. For additional information on Fortress, please visit ***************** About the position We are seeking a dynamic and technically proficient Private Credit Product Specialist to support the growth of our private wealth distribution platform. This individual will serve as a subject matter expert (SME) across private credit strategies, acting as a bridge between investment teams and private wealth client teams, partnering with Financial Advisors, RIAs, IBDs, and Private Banks. Key Responsibilities: * Product Expertise & Positioning * Develop deep fluency in private credit strategies including direct lending, real estate credit, net lease, asset-based finance, CLOs, and opportunistic credit. * Articulate investment philosophy, process, and performance to internal and external stakeholders. * Serve as the technical lead in client meetings, roadshows, and due diligence sessions. * Client Engagement & Capital Formation * Partner with sales and investor relations teams to support fundraising across private wealth channels. * Customize messaging and materials for advisors, UHNW clients, private banks, and wealth platforms. * Lead second-meeting engagements and serve as the go-to resource for product-specific inquiries. * Product Development & Structuring * Collaborate with investment, legal, and operations teams to participate in the design and launch of new vehicles (e.g., evergreen funds, drawdown funds, etc). * Ensure product structures are optimized for private wealth distribution (e.g., tender/interval funds, feeder structures, tax efficiency). * Marketing & Content Creation * Create and maintain product collateral including pitchbooks, fact sheets, DDQs, and RFPs. * Contribute to thought leadership and market commentary tailored to private wealth audiences. * Internal Collaboration * Act as a conduit between portfolio managers and distribution teams. * Participate in investment committee and deal pipeline meetings, as well as product strategy sessions. Qualifications: * 8-15 years of experience in private credit, preferably in a product specialist, investor relations, or portfolio management role. * Deep understanding of private credit markets and fund structures. * Demonstrated success supporting capital formation in private wealth channels. * Strong communication and presentation skills; ability to simplify complex investment concepts. * FINRA licenses (Series 7, 63, 24, or 66) preferred. * Bachelor's degree required; MBA or CFA a plus. Preferred Attributes: * Willingness to travel extensively to support client engagements, roadshows, and platform onboarding across key private wealth markets. * Entrepreneurial mindset with a collaborative approach. * Experience with onboarding products to private wealth platforms. * Familiarity with regulatory and operational nuances of private wealth distribution. * Ability to manage multiple stakeholders and deliver under tight timelines. The base salary range for this position is expected to be between $185,000 and $200,000. The base salary range proposed for this role has been set forth to comply with local law, but salary is only one element of the total compensation for this role. The base salary range suggested above does not include compensation elements such as bonuses, overtime and deferred cash (each of which are applicable in certain roles), benefits, perquisites, and company contributions to employee 401(k) accounts. Such other pay components often result in total compensation materially exceeding base salary for a particular role. Total compensation as well as base salary for a role depend in part upon individual performance, years of service, experience, geographic considerations, the performance and the needs of particular business units, company performance, and general market conditions. Maximum Salary 200,000 Minimum Salary 185,000

New York Client & Product Solutions Group Ref # 3645 Date published 07-Nov-2025 Fortress Private Wealth Solutions Channel Marketing Manager Department: Private Wealth Solutions About Fortress Fortress Investment Group LLC is a leading, highly diversified global investment manager with approximately $54 billion of assets under management as of September 30, 2025. Founded in 1998, Fortress manages assets on behalf of approximately 2,000 institutional clients and private investors worldwide across a range of credit and real estate, private equity and permanent capital investment strategies. Investment performance is our cornerstone - we strive to generate strong risk adjusted returns for our investors over the long term. For additional information on Fortress, please visit ***************** About the Position We are seeking a strategic and execution-focused Channel Marketing Manager to lead marketing initiatives across key distribution channels for our Private Wealth Solutions business. This role will be responsible for developing and executing integrated marketing strategies that drive engagement, education, and adoption of alternative investment solutions among financial advisors at Wirehouses, Private Banks, IBDs, RIAs, and other private wealth channels. Key Responsibilities: * Channel Strategy Development: Design and implement targeted marketing strategies for distinct private wealth channels, including wirehouses, independent broker-dealers, RIAs, and private banks. * Campaign Execution: Lead the development and execution of multi-channel campaigns (email, webinars, events, digital, print) to promote alternative investment offerings and thought leadership. * Sales Enablement: Partner with distribution and product teams to create compelling sales tools, presentations, and educational content tailored to channel-specific needs. * Content Development: Collaborate with internal and external stakeholders to produce high-impact marketing materials, including pitch decks, brochures, videos, and white papers. * Event Marketing: Support planning and promotion of advisor-focused events, roadshows, and conferences to enhance brand visibility and deepen relationships. * Analytics & Optimization: Track and analyze campaign performance across channels; use insights to optimize future initiatives and improve ROI. * Compliance Collaboration: Work closely with legal and compliance teams to ensure all marketing materials meet regulatory standards. Qualifications: * Bachelor's degree in Marketing, Finance, Business, or related field; MBA or CFA a plus * 10+ years of experience in channel marketing, preferably within financial services or asset management * Deep understanding of private wealth distribution channels and alternative investments (private equity, private credit, real assets, hedge funds) * Proven ability to manage complex projects and cross-functional teams * Strong writing, communication, and presentation skills * Experience with CRM and marketing automation platforms (e.g., Saleforce) * Highly organized, detail-oriented, and results-driven The base salary range for this position is expected to be between $185,000 and $185,000. The base salary range proposed for this role has been set forth to comply with local law, but salary is only one element of the total compensation for this role. The base salary range suggested above does not include compensation elements such as bonuses, overtime and deferred cash (each of which are applicable in certain roles), benefits, perquisites, and company contributions to employee 401(k) accounts. Such other pay components often result in total compensation materially exceeding base salary for a particular role. Total compensation as well as base salary for a role depend in part upon individual performance, years of service, experience, geographic considerations, the performance and the needs of particular business units, company performance, and general market conditions. Maximum Salary 185,000 Minimum Salary 185,000

About Bridgewater Bridgewater Associates is a premier asset management firm, focused on delivering unique insight and partnership for the most sophisticated global institutional investors. Our investment process is driven by a tireless pursuit to understand how the world's markets and economies work - using cutting edge technology to validate and execute on timeless and universal investment principles. Founded in 1975, we are a community of independent thinkers who share a commitment for excellence. By fostering a culture of openness, transparency, and inclusion, we strive to unlock the most complex questions in investment strategy, management, and corporate culture. Explore more information about Bridgewater on our website here. Our Culture Our culture is anchored in excellence, meaning constant improvement, and it is deeply tied to our mission. Because markets are objective, competitive, and getting smarter everyday, we need to keep rapidly improving to have any chance of beating them. Truth is our most essential tool for engaging with the markets and constantly improving because once you know what's true about your problems and opportunities, you can determine how to get better. Valuing truth means being transparent about your decision-making and mistakes, giving and receiving feedback with humility, and fighting for the best answers over hierarchy, ego, or self-interest. Operating this way is hard - it's only possible because we build meaning in our work and relationships. This meaning comes from the audacity of the mission, and the joy of working alongside people who make you a better version of yourself. The culture, like Bridgewater itself, is always evolving. In 1997 our founder Ray Dalio wrote down his lessons, starting with a Philosophy Statement which remains our foundation. This later evolved into a set of 300+ Principles. In 2022, when Ray transitioned the company, we re-underwrote several of those principles and evolved others, with a specific focus on Meritocracy. Today the culture sits, alongside our people, as our most important edge. When we get it right, it's the engine that powers everything else. About the Role Investment Engineers (IEs) are integral to our investment process. You will design, build, and continuously evolve the models and systems that: Transform macroeconomic and market understanding into systematic signals and portfolio construction decisions Enable rigorous research, testing, and implementation of trading ideas Power high-quality, scalable data pipelines and diagnostics that support investment decisions and operations Run and monitor live investment systems that trade global markets IEs are both investors and system designers: You will develop deep domain expertise, hold the full mental model of the investment system you own, and scrutinize its behavior and performance You will design elegant, evolvable systems that keep pace with changing market conditions and new insights You will collaborate intensively in a culture that values truth-seeking, analytical rigor, and perseverance What You'll Do Own and evolve investment systems end-to-end, taking on meaningful subsystem ownership early and scaling to larger systems over time. Translate investment theses into testable hypotheses, systematic signals, and portfolio/trading logic Explore and integrate new datasets; build robust data pipelines and features for research and production Develop visualizations and diagnostics to monitor fundamentals, market action, and system health Conduct research on highly dimensional time-series and cross-sectional datasets Partner with senior investors and engineers to shape research agendas, system architecture, and the technology roadmap Who You Are We hire a range of talent across experience levels and teams. Strong candidates generally bring: Passion and knack for building data models and algorithmic systems that solve complex investment problems Strong analytical and statistical modeling skills; comfort with large-scale, high-dimensional time-series and cross-sectional data Proficiency in scripting/functional programming (R or Python; Scala is a plus) Deep interest in markets, finance, and investing; intellectual curiosity and skepticism grounded in evidence Ability to design and build large-scale, evolvable systems; strong attention to detail and craftsmanship Excellent communication and interpersonal skills; thrive in intensive, collaborative problem-solving Specifically for our Asia Solutions Team, we are also interested in candidates with an interest in or prior experience with Asia-Pacific markets. Development and Career Path Early ownership: Expect to own subsystems within months and scale to larger systems over your first 2-4 years. Training: Most new full-time hires participate in foundational investor and systemization training. The structure and duration vary by team and experience level; early-career hires typically receive more formalized ramp-up. Mentorship: You will be mentored by experienced Engineers and work directly with investment leaders who own the P&L of their systems. Physical Requirements and Location The anticipated onsite requirement for this role is four days per week, primarily at our New York City campus. A subset of teams, including our Asia Solutions team, operates on a hybrid schedule alternating between our New York City and Westport campuses. Compensation Band The total compensation range across these roles is $225,000-$450,000 inclusive of base salary and discretionary target bonus. The expected base salary is typically 50%-75% of the relevant range, depending on team, level, and experience. Why Choose Bridgewater? It takes all types to make Bridgewater great. We seek a diverse group of innovative thinkers and push them to engage in rigorous and thoughtful inquiry. We develop people through an honest examination of their abilities and performance, enabling personal growth and professional development. We strive to provide you opportunities that will challenge you and unlock your potential. One of our core priorities at Bridgewater is to enable our employees to build a great life and career, and we believe our benefits are an important extension of that philosophy. As such, currently Bridgewater offers a competitive suite of benefits. Explore more information about Bridgewater's benefits on our website here. Bridgewater reserves the right to change its current benefits program at any time, in a manner that is consistent with applicable federal and state regulations. This is not a contract and confers no contractual rights, privileges, or benefits on any applicant or potential applicant. Bridgewater has the right to change any and all terms of this , including, but not limited to, job responsibilities, qualifications and benefits. Nothing in this job description constitutes an offer or guarantee of employment. The Investment Engineer full time position requires the candidate to be eligible to work in the United States for a minimum of 3 years from the candidate's start date. If visa sponsorship is for any part of the three years, the successful candidate must demonstrate continuous, or eligibility to renew, work authorization in the United States for at least three years after the date of hire, without being subject to selection through a lottery process. Bridgewater Associates, LP is an Equal Opportunity Employer

New York Credit Funds Ref # 3653 Date published 17-Nov-2025 Capital Formation and Investor Relations Attorney New York, New York About Fortress Fortress Investment Group LLC is a leading, highly diversified global investment manager with approximately $54 billion of assets under management as of September 30, 2025. Founded in 1998, Fortress manages assets on behalf of over 2,000 institutional clients and private investors worldwide across a range of credit and real estate, private equity, permanent capital, and multi-manager investment strategies. Investment performance is our cornerstone - we strive to generate strong risk adjusted returns for our investors over the long term. For additional information on Fortress, please visit ***************** About The Position We are seeking a lawyer to work hand-in-hand with our capital formation and investor relations team (the Fortress Client and Product Solutions Group, aka "CPSG"). The position will sit in the Fortress Legal and Compliance Department and will report to the Fortress Chief Compliance Officer. The successful candidate will work with CPSG and the Fortress Legal and Compliance Department on all aspects of fund marketing, investment and ongoing investor diligence, investor reporting, bespoke documents created at the request of prospects and investors, and other public facing communications, LP transfers, significant domestic and international regulatory compliance, and non-disclosure agreements. The individual will also work with various members of the front and back office in connection with all of the foregoing. The ideal candidate will have: * A law degree with at least 2-3 years of relevant experience. * Substantive experience in the alternative investment industry, including experience doing the type of work described above. * Excellent verbal and written communication skills and strong interpersonal skills. * Ability to effectively manage multiple priorities, often with competing demands and deadlines from senior leaders of the firm. * Self-motivation with the ability to work independently and as a team player. * Excellent organizational skills. * Meticulous attention to detail. * Strong work ethic and desire to excel in a dynamic and fast-paced work environment. The base salary range for this position is expected to be between $175,000 and $200,000. The base salary range proposed for this role has been set forth to comply with local law, but salary is only one element of the total compensation for this role. The base salary range suggested above does not include compensation elements such as bonuses, overtime and deferred cash (each of which are applicable in certain roles), benefits, perquisites, and company contributions to employee 401(k) accounts. Such other pay components often result in total compensation materially exceeding base salary for a particular role. Total compensation as well as base salary for a role depend in part upon individual performance, years of service, experience, geographic considerations, the performance and the needs of particular business units, company performance, and general market conditions. Maximum Salary 200,000 Minimum Salary 175,000

About Bridgewater Bridgewater Associates is a premier asset management firm, focused on delivering unique insight and partnership for the most sophisticated global institutional investors. Our investment process is driven by a tireless pursuit to understand how the world's markets and economies work - using cutting-edge technology to validate and execute on timeless and universal investment principles. Founded in 1975, we are a community of independent thinkers who share a commitment to excellence. By fostering a culture of openness, transparency, and inclusion, we strive to unlock the most complex questions in investment strategy, management, and corporate culture. Explore more information about Bridgewater on our website here. Our Culture Our culture is anchored in excellence-meaning constant improvement-and it is deeply tied to our mission. Because markets are objective, competitive, and getting smarter everyday-we need to keep rapidly improving to have any chance of beating them. Truth is our most essential tool for engaging with the markets and constantly improving. Because once you know what's true about your problems and opportunities, you can determine how to get better. Valuing truth means being transparent about your decision-making and mistakes, giving and receiving feedback with humility, and fighting for the best answers over hierarchy, ego, or self-interest. Operating this way is hard-it's only possible because we build meaning in our work and relationships. The meaning comes from the audacity of the mission, and the joy of working alongside people who make you a better version of yourself. The culture, like Bridgewater itself, is always evolving. In 1997 our founder Ray Dalio wrote down his lessons, starting with a Philosophy Statement which remains our foundation. This later evolved into a set of 300+ Principles. In 2022, when Ray transitioned the company, we re-underwrote several of those principles and evolved others, with a specific focus on Meritocracy. Today the culture sits, alongside our people, as our most important edge. When we get it right, it's the engine that powers everything else. About the Asia Strategies Team The goal of the Asia Strategies team is to create industry-leading portfolios and investment thinking in Asia, helping investors navigate the changing geopolitical and macroeconomic paradigm. This entails growing deep regional expertise, generating alpha in Asian markets, researching and publishing our understanding of the macroeconomic environment, and designing portfolio solutions to help our clients invest across the region. Bridgewater has a long history as an asset manager in Asia. It started when our founder, Ray Dalio, first visited China in 1984, and we have been trading Asian markets since 1992. Asian markets have always been a core part of our global macro investment strategies, and Asian economies feature prominently in the research we have published on debt cycles and the changing world order. Bridgewater has offices in only two places - the US and Asia - reflecting the region's strategic importance. Our first Asia-focused fund, launched in 2018, is now among the largest private funds in China. About Your Role As a China Policy AI Research Associate, you will help deepen Bridgewater's understanding of China's policy landscape as it informs asset markets & economies. You will analyze government policies and regulatory developments that help shape China's strategy and its implications for global markets. You will leverage AI tools and large language models (LLMs) to collect, translate, extract information and synthesize Chinese-language policy materials and data sources. Working closely with Bridgewater's research and engineering teams, you will refine how these tools are used to extract insight and identify emerging trends, applying them to predict how the machine works, and what will happen in economies & asset markets. You will drive the following responsibilities: Analyze China's policy landscape as it informs asset markets & economies Source, translate, and interpret Chinese-language policy documents, data, and media sources Use AI tools and LLMs to organize, summarize, and extract insights from unstructured data Track developments in China's government policy framework Collaborate with research and engineering teams to enhance Bridgewater's internal AI-driven research capabilities. Build structured datasets, identify emerging trends, and generate insights that inform investment and policy research. Interested in learning more about working at Bridgewater? Hear about the experiences of our employees here. Position Requirements We are looking for candidates who combine deep regional and policy knowledge with strong technical curiosity and analytical rigor. Minimum Qualifications Fluent in Mandarin (reading, writing, and professional communication) Strong understanding of China's government structure, policy process, and AI ecosystem Familiarity with how large language models (LLMs) work and how they are trained or fine-tuned Ability to engineer prompts, and deploy models in the service of the goal Proven ability to work effectively with research, engineering, and data science teams Bachelor's or advanced degree in a relevant field In addition, to succeed within our unique culture and work environment, individuals must demonstrate humility, innate curiosity, and openness to new ideas and approaches. Candidates must be driven, confident, and goal-oriented. All Bridgewater employees are expected to be honest, exceptionally direct, and eager to provide and receive objective feedback. Our employees constantly strive for self-improvement through feedback and self-reflection and are committed to the pursuit of excellence. Physical Requirements The anticipated onsite requirement for this role is four days per week at our New York City campus. Why Choose Bridgewater? It takes all types to make Bridgewater great. We seek a diverse group of innovative thinkers and push them to engage in rigorous and thoughtful inquiry. We develop people through an honest examination of their abilities and performance, enabling personal growth and professional development. We strive to provide you with opportunities that will challenge you and unlock your potential. Compensation Band The expected annual base salary for this position is $160,000-$225,000. The total compensation package includes variable compensation in the form of a discretionary target bonus. One of our core priorities at Bridgewater is to enable our employees to build a great life and career, and we believe our benefits are an important extension of that philosophy. As such, currently Bridgewater offers a competitive suite of benefits. Explore more information about Bridgewater's benefits on our website here. Bridgewater reserves the right to change its current benefits program at any time, in a manner that is consistent with applicable federal and state regulations. This is not a contract and confers no contractual rights, privileges, or benefits on any applicant or potential applicant. Bridgewater has the right to change any and all terms of this , including, but not limited to, job responsibilities, qualifications and benefits. Nothing in this job description constitutes an offer or guarantee of employment. Please note that we do provide immigration sponsorship for this position. Bridgewater Associates, LP is an Equal Opportunity Employer