Virtus Investment Partners jobs - 31 jobs

Virtus is dedicated to the success of employees and helping everyone on our team achieve their goals. We are a dynamic, fast-growing organization with the resources of a large firm and the innovative environment of an entrepreneurial company that promotes collaboration and employee engagement. Every member of our team is empowered to make a tangible impact in offering clients high-quality investment strategies to meet their financial needs and delivering value for our shareholders. We are an organization where employees can thrive personally and professionally. Professional development opportunities help employees enhance their skills and grow in their careers. Meaningful financial rewards and a comprehensive package of benefits support employees at every stage of life and encourage work-life balance, and physical, emotional and mental well-being. We believe in the value of a diverse, inclusive, and respectful work environment and are committed to making a positive impact in the communities where we live and work. Job Description The Virtus Investment Partners Human Resources team provides strategic and operational support across all HR functions, including Compensation, Benefits, HRIS Operations and Talent Management. The team is committed to fostering a collaborative, inclusive, and high-performing workplace. We seek to hire an HR Coordinator who will provide comprehensive administrative and operational support for the Human Resources team in Hartford, CT. This early‑career role is ideal for someone beginning their career in human resources or with a strong interest in the field. It offers broad exposure across HR disciplines, daily interaction with employees at all levels, and responsibility for maintaining critical HR processes, records, and communications. The position also provides backup support for the reception desk, ensuring smooth front‑office operations when needed. Job Responsibilities: Maintain Outlook calendar for the Executive Vice President, CHRO, including scheduling, meeting coordination, priority email monitoring, and ensuring all stakeholders are informed of changes. Manage the Human Resources departmental Outlook inbox and shared calendar. Draft, edit, and distribute professional correspondence, memos, and departmental communications. Serve as the first point of contact for employee inquiries, triaging questions and directing individuals to the appropriate HR resource. Act as a liaison between HR and external human resources vendors. Maintain accurate and confidential personnel files in alignment with company policy and compliance requirements. Assist with annual HR budget coordination, expense tracking, and related administrative tasks. Process HR vendor invoices and prepare submissions for accounting. Administer federal and state labor law posting requirements, ensuring all postings are up‑to‑date. Complete E‑Verify processing for all new hires. Support annual benefits enrollment activities and process employee benefit changes. Partner with the HRIS team on system enhancement testing, deployments, and bi‑annual system upgrades. Support employee experience initiatives, including serving on the planning committee for employee events. Assist with communication and rollout of HR programs, processes, and policy updates. Prepare HR presentations and materials for use in Board of Directors and Compensation Committee meetings; upload materials to Diligent in preparation for “Board Books”. Ideal Qualifications: Bachelor's degree in human resources, business, communications, or related field (or equivalent experience). 1-3 years of HR, administrative, or office operations experience preferred, internships or relevant coursework accepted for early-career candidates. Strong proficiency in Microsoft Office Suite with an emphasis utilizing Microsoft Teams and Outlook. Meticulous attention to detail, strong organization, and the ability to manage multiple priorities. Clear, professional communication skills; discretion handling confidential information. This position requires U.S. citizenship or lawful permanent residency (Green Card holder) as a condition of employment. We are unable to sponsor work visas or provide support for OPT/CPT programs for this role. The starting salary range is $65,000 to $75,000. The starting salary offer will vary based on the applicant's education, experience, skills, abilities, geographic location, internal equity, and alignment with market data. This position is also eligible to participate in the annual incentive plan.

A global financial services firm is seeking a Senior Transaction Lawyer to support structured finance operations in Chicago. The role involves drafting and negotiating key financial documentations and collaborating with various teams to mitigate legal risks and ensure compliance. Candidates must possess a Juris Doctor degree, at least 10 years of relevant experience, and be licensed in New York or Illinois. The salary ranges from $150,000 to $250,000 annually, reflecting both experience and location. #J-18808-Ljbffr

External Description: T. Rowe Price is an organization that has grown organically through superior long-term investment results and a deep commitment to the clients it serves. T. Rowe Price has been serving the investment needs of institutional clients for decades - maintaining and expanding these relationships is a key strategic priority for the firm. To effectively service this important client segment, the firm has built a global team of Institutional Client Service Executives (ICSE) who serve as the primary relationship managers for all existing institutional clients. Role Summary The ICSE will develop and execute client service strategies for complex, multi-mandate, high-visibility client relationships and their consultants, focusing on retention, satisfaction, relationship deepening, and growth. These clients, based in the western region of the US, include public and corporate defined benefit, defined contribution investment only (DCIO) plan sponsors, endowments, foundations, and their investment consultants. The ICSE will build relationships with key stakeholders to influence decision-making, aiming to enhance profitability for both clients and T. Rowe Price. Acting as a trusted advisor, the ICSE will guide clients and field consultants on leveraging T. Rowe Price's capabilities and services to meet client needs and drive relationship growth. Success in this role requires leadership across matrixed teams and business functions, utilizing the firm's resources to deliver industry-leading client service in collaboration with sales, consultant relations, marketing, and other colleagues. The ability to engage clients in comprehensive investment and capital markets discussions within the framework of their multi-asset portfolio structures and T. Rowe Price's capabilities is highly desired. The ultimate goal is to establish solution-oriented partnerships by understanding clients' complex challenges and priorities and aligning T. Rowe Price's investment and beyond-mandate capabilities with those needs. Responsibilities Retain and grow existing client relationships by delivering superior advisory-level service, requiring frequent travel and extensive communication with clients and consultants in the western region of the US. Develop solution-oriented partnerships by understanding client challenges and leveraging T. Rowe Price resources, fostering strategic relationships that build trust and opportunities for asset growth. Utilize consultative and commercial expertise to navigate client relationships and dialogue across all areas of T. Rowe Price's investment platform (equities, fixed income, multi-asset, private credit, etc.) and beyond our investment capabilities, nurturing comprehensive client relationships. Lead the development of robust account plans in the firm's CRM system in close collaboration with sales, consultant relations, and investment teams to drive retention and cross-sale opportunities. Evaluate and respond to the most complex information requests from clients and their consultants. Guide team members in preparing technical materials, synthesizing multiple sources of information into a cohesive and knowledgeable response, including recommendations for action by the client and cross-sell leads. Engage with consultants impacting large clients, coordinating with service colleagues, consultant relations, and sales teams. Drive new processes or strategies to enhance the firm's and western region team's ability to gain client trust and encourage deeper engagement. Provide critical voice of client feedback to inform initiatives that establish T. Rowe Price as a leading strategic resource to institutional asset allocators. Offer leadership to junior professionals and effectively balance investment team capacity with the demands of delivering high-quality client service. Qualifications Required: 15+ years of institutional client service experience with demonstrated success developing relationships with institutional clients including corporate and public plans, endowments, foundations, and their investment consultants. This experience must be coupled with a deep understanding of and connectivity to the key decision makers that influence asset allocation, manager selection, and retention. Must have experience building, retaining, and expanding relationships with institutional investors. The ideal candidate will have extensive and long-standing relationships with key plan sponsors and investment consultants. Appreciation for the trends and buying behavior of institutional client segments. Ability to convey a deep knowledge of equity, fixed income, multi-asset and alternative strategies with a strong understanding of capital markets, portfolio management and asset allocation. Superior relationship-building skills with executive presence and credibility through subject matter expertise. Reputation as a consensus-driven influencer who inspires trust and motivates others. Ability to assess risk across client relationships, asset classes, and investment strategies, to effectively signal this risk within an investment organization, and to drive well-coordinated retention strategies. Strong interpersonal, organizational, and problem-solving skills, known as a collaborative and diplomatic team player. Exceptional written and verbal communication skills, able to articulate complex concepts to diverse audiences. Personal presence and presentation skills that command respect from clients, consultants, prospects, and colleagues. Highly motivated, intelligent, with a track record of integrity and service excellence; self-starter, entrepreneurial, and goal oriented. FINRA Series 7, 63 and/or 6 Preferred: CFA, CAIA, CFP, and/or MBA highly desired Location - Preferably in Western US FINRA Requirements FINRA licenses are required and will be supported for this role. Work Flexibility This role is eligible for full time remote work. City: State: Community / Marketing Title: Institutional Client Service Executive - Western US Territory Company Profile: Location_formattedLocationLong: California, US CountryEEOText_Description: Commitment to Diversity, Equity, and Inclusion: We strive for equity, equality, and opportunity for all associates. When we embrace the power of diversity and create an environment where people can bring their authentic and best selves to work, our firm is stronger, and we create greater value for our clients. Our commitment and inclusive programming aim to lift the experience for each associate and builds allies for our global associate community. We know that a sense of belonging is key not only to your success at the firm, but also to your ability to bring your best each day. Benefits: We invest in our people through a wide range of programs and benefits, including: • Competitive pay and bonuses as well as a generous retirement plan and employee stock purchase plan with matching contributions • Flexible and remote work opportunities • Health care benefits (medical, dental, vision) • Tuition assistance • Wellness programs (fitness reimbursement, Employee Assistance Program) Our policies may change as our working lives evolve. Yet, our commitment to supporting our associates' well-being and addressing the needs of our clients, business, and communities is unwavering. T. Rowe Price is an equal opportunity employer and values diversity of thought, gender, and race. We believe our continued success depends upon the equal treatment of all associates and applicants for employment without discrimination on the basis of race, religion, creed, color, national origin, sex, gender, age, mental or physical disability, marital status, sexual orientation, gender identity or expression, citizenship status, military or veteran status, pregnancy, or any other classification protected by country, federal, state, or local law.

A global asset management organization is seeking a field sales specialist to drive the sales of Alternative Investment strategies directed at Financial Advisors and RIAs. With a minimum of 5 years experience in Alternatives and exceptional communication skills, you will be accountable for developing relationships and managing a sales pipeline. Candidates should have a college degree and a deep understanding of investment vehicles and the U.S. investment distribution landscape. #J-18808-Ljbffr

At Piper Sandler, we connect capital with opportunity to build a better future. Piper Sandler is a leading institutional middle market investment bank firm serving clients in the U.S. and internationally. The firm focuses on financial advisory and capital markets that wins through deep sector expertise, candid advice, and a differentiated, highly productive culture - enabling growth and success for our clients as well as rewarding careers for our employees. We are currently seeking a Trading Supervisory Risk Control Manager to join our Equity Sales and Trading team in New York, NY and Greenwich, CT. Trading Supervisory Risk Control Manager is responsible for executing compliance risk control analysis, data management and solutions for supervision within the equities sales and trading business line. This position will report to the Head of Sales and Trading Supervision and Administration. This position is primarily responsible for performing various supervisory and regulatory oversight functions, compliance control reviews, as well as related tech-enabled solutions and data analysis. The role will require assisting in the managing of process logistics and coordination between the business and the compliance department. Responsibilities * Perform supervisory control testing over Equity Sales and Trading and other relevant written supervisory procedures to ensure adherence to SEC, FINRA, and other relevant regulations. * Collaborate with other departments to address compliance-related issues identified during testing, draft reports, and ensure effective controls are in place. * Assist with updating and review of trading written supervisory procedures, in collaboration with compliance, as rules change, business processes change, or supervisory control testing results indicate updates are necessary. * Review new business initiatives, and changes to existing activities to identify and formulate business-line risk and supervisory process solutions. * Assist in responding to any regulatory inquiries, examinations or investigations. * Assist with compliance training, attestations aimed at enhancing understanding and adherence to the firm's policies. * Seek improvement opportunities and efficiencies in supporting technologies, compliance oversight, reporting, as well as control structure within business systems and processes. * Act as a liaison and point of contact between the Compliance and Equity Supervision, Operations, and other business partners. * Assist in the creation and management of key metrics including escalation of issues identified during regular monitoring and testing activities to Compliance Director and business line management. * Stay abreast of the local and global regulatory environment and work closely with Piper Legal and Compliance Depts. * Participate in internal and external industry committees for benchmarking of regulatory expectations and relevant best practices. * Assist the Compliance Technology team in performing data integrity testing over Surveillance reports utilized by Compliance team members in their Regulatory capacity. Qualifications * 7-10 years of relevant experience; prior experience with an institutional broker-dealer desired. * Bachelors' degree required - Business, Finance, Economics, or related field. * FINRA Series 7, 24, and 4 required or willingness to obtain within 6 months. * Experience with Equity Sales, Trading, and Capital Markets relevant regulations including order handling, execution, and trade reporting requirements (i.e. Reg SHO, NMS, CAT, Rule 606, etc.) and capital markets requirements (i.e. Reg M, FINRA rules 5130/5131, etc.). * Proficient with trade surveillance systems, Microsoft Office Suite, and data analytics tools * Applied practical experience working with large equities trading data sets, data management systems and equities trading infrastructure * Strong communication and interpersonal skills with the ability to interact and collaborate effectively across departments in a professional manner in a variety of situations. * Attention to detail and ability to handle multiple priorities simultaneously while maintaining a positive and productive attitude. * Ability to handle confidential and sensitive information and the ability to handle matters with discretion when required. As a leading investment bank, we enable growth and success for our clients through deep sector expertise, candid advice and a differentiated, highly productive culture. Our human capital, technology, marketing and other corporate support teams work with our business partners to maximize each employee. We understand the dynamic nature of the industry and work alongside our company strategies. Learn more about our firm here. Piper Sandler values a strong culture dedicated to the emotional and physical well-being of our employees. Learn more about our commitment to our employee's health, well-being, our benefits program and how we are here for our employees and their families today, tomorrow and beyond here. All qualified applicants will receive consideration for employment without regard to race, color, creed, religion, sex, sexual orientation, gender identity, national origin, disability, age, marital status, status as a protected veteran or status with regard to public assistance. The anticipated starting salary range for individuals expressing interest in this position is $120,000 - $180,000 per year. Placement within this range is dependent upon level of experience, location and other factors. This position is eligible for annual incentive compensation which will be a part of the total compensation. Total compensation for this position will be competitive with the market. * LI-AH1

How much money will you need to retire? 1 million? $2 million? Do you think it's too late? Think again. What if you could learn the skills necessary to build a 6-figure retirement income in as little as 24 months? We're looking for motivated individuals - early retirees and late starters - who are ready to take control of their financial future. No prior experience is needed. Our mentorship program provides hands-on training in high-income digital and business skills designed to generate long-term, scalable income. What you'll gain: Step-by-step guidance from industry experts Flexible, remote opportunity A proven system to build wealth - without starting from scratch Community support and weekly coaching This is NOT a job. It's a pathway to financial freedom. Your pace, your potential. Spots are limited. Watch the video to learn more and get started. Change your tomorrow! Watch our intro videos to learn more ********************************** Scroll down to "start your journey to financial freedom today" Click watch video 4 minute video 22 minute video If you would like to start or learn more, please reach out for a one on one. Build your retirement while earning residual income.

At Piper Sandler, we connect capital with opportunity to build a better future. We believe that diverse teams with unique backgrounds, skills and experiences yield more innovative solutions. This is reflected in our commitment to engage, hire, and retain bright, committed people to work in partnership within an inclusive environment that allows each person to achieve personal success and add value to our teams and communities. We are currently looking for an Equity Research Associate to join our Financial Services Group in New York, NY or Greenwich, CT. This will be an in-person role. Responsibilities * Work in partnership with the senior analyst to conduct extensive company and industry research * Create financial models and valuation analyses * Write company reports, industry reports, and develop investment recommendations * Form relationships with company management teams through meetings, calls, roadshows, etc. * Make company visits and attend industry conferences * As associates develop industry expertise, they will have additional responsibility for marketing their team's research and investment recommendations to our sales force and to institutional investors Requirements * Must have at least one year of Equity Research or Investment Banking experience preferred * Financial Services industry background preferred (Banking, Fintech, Payments, etc.) * The associate position is a demanding and fast-paced job that requires the ability to think quickly on one's feet and work independently * Strong candidates will have an intense interest in the stock market and a demonstrated record of professional, academic and personal achievement * Outstanding interpersonal and written communication skills * Outstanding quantitative and organizational skills * A strong competitive spirit balanced by a proven ability to work as part of a team * Bachelor's degree in Accounting, Finance, or Economics required * Strong financial modeling experience required * Securities Industry Essentials, Series 86 and 87 required (or willingness to obtain) * Progress towards CFA a plus As a leading investment bank, we enable growth and success for our clients through deep sector expertise, candid advice and a differentiated, highly productive culture. In equities, our sales & trading teams facilitate public offerings in our core sectors and dedicate significant levels of firm capital to ensure the highest aftermarket support. We are a market maker and/or transact in 2,500 securities, offering traditional, algorithmic and program trading approaches. Our 50+ senior analysts produce industry-leading, deep-sector research on more than 1,000 stocks under coverage, including one of the largest small/mid cap coverage universes on the Street. We empower our investors with focused, best-in-class macro research. Our Institutional Investor top-ranked analysts utilize independent processes that provide impartial insights into economic trends, energy, portfolio strategy, technical analysis, policy actions and political developments. Learn more about our equities team here. Piper Sandler values a strong culture dedicated to the emotional and physical well-being of our employees. Learn more about our commitment to our employee's health, well-being, our benefits program and how we are here for our employees and their families today, tomorrow and beyond here. The anticipated starting salary range for individuals expressing interest in this position is $75,000 - 125,000 per year. Placement within this range is dependent upon level of experience. This position is eligible for annual incentive compensation which will be a part of the total compensation. Total compensation for this position will be competitive with the market. All qualified applicants will receive consideration for employment without regard to race, color, creed, religion, sex, sexual orientation, gender identity, national origin, disability, age, marital status, status as a protected veteran or status with regard to public assistance. * LI-AH1

PIMCO is a global leader in active fixed income with deep expertise across public and private markets. We invest our clients' capital across a range of fixed income and credit opportunities, leveraging our decades of experience navigating complex debt markets. Our flexible capital base and deep relationships with issuers have helped us become one of the world's largest providers of traditional and nontraditional solutions for companies that need financing and investors who seek strong risk-adjusted returns. Since 1971, our people have shaped our organization through a high-performance inclusive culture, in which we celebrate diverse thinking. We invest in our people and strive to imprint our CORE values of Collaboration, Openness, Responsibility and Excellence. We believe each of us is here to help others succeed and this has led to PIMCO being recognized as an innovator, industry thought leader and trusted advisor to our clients. Position Description We are seeking an experienced and respected wealth management investment consultant to help develop and elevate PIMCO's Advisor Education value-add program within our U.S. Global Wealth Management (GWM) business. In this role, you will act as a visible ambassador for PIMCO's Advisor Education program, representing the firm at major industry events and conferences while serving as a strategic partner to GWM teams (e.g., Field Sales, Strategic Accounts, Sales Strategy). You will create and deliver differentiated program content that empowers financial intermediaries to grow their practices, deepen client relationships, and stay ahead in a dynamic marketplace. The ideal candidate is a recognized thought leader in the wealth management space with a proven track record of developing and presenting impactful content on practice management, tax and wealth planning, and investment strategies. This role requires exceptional communication skills, the ability to engage audiences of all sizes-including presenting at major industry conferences-and a deep understanding of advisor needs across a broad spectrum of experience levels. Flexibility, adaptability, and a passion for creating digestible, timely, and actionable content are essential. Location New York, NY or Remote Responsibilities The key responsibilities include, but are not limited to: * Represent PIMCO's Advisor Education program through thought leadership and educational delivery at industry events, conferences, and advisor sessions, reinforcing the firm's value proposition. * Understand financial advisor needs and collaborate with U.S. GWM teams (Field Sales, Strategic Accounts, Sales Strategy) to design and expand programs that drive engagement and loyalty. * Identify, research, and develop thought leadership and educational content on practice management, wealth planning, tax strategies, and investment consulting. * Partner with subject-matter experts to create impactful programs advisors can leverage for business growth, investment insight, and deeper partnerships with PIMCO. * Build and maintain a robust library of timely, digestible, and actionable content for advisors and internal sales teams, including training materials. * Deliver content through webinars, in-person presentations, and consultations; confidently present to large audiences at national and regional events. * Support strategic partnerships by tailoring educational programs to meet diverse advisor needs-from new entrants to seasoned professionals. * Collaborate with Strategic Accounts team to implement Advisor Education content across partner firms. * Participate in internal and external communications to promote program adoption and engagement. * Provide training and consultation support for Account Managers; participate in AM consults, divisional calls, and internal platforms. * Support relationships with key clients via investor sessions when appropriate. * Exhibit broad-ranging knowledge of market-relevant, finance-related topics and work with internal and external partners to develop an industry-leading program. * Help drive business objectives by building programs aligned with strategic goals and advisor growth opportunities. Qualifications * Minimum of a bachelor's degree; advanced certifications (CFP, CIMA, CPWA, CFA) strongly preferred. * 10+ years of experience in the financial services industry. * Recognized credibility and thought leadership within the wealth management space. * Proven experience developing successful practice management, financial planning, and investment consulting educational content. * Broad and deep knowledge of market-relevant topics, including wealth planning, tax strategies, investment consulting, and advisor practice management. * Strong writing and content development skills; ability to simplify complex concepts into actionable insights. * Demonstrated ability to confidently present to large audiences, including industry conferences. * Knowledge of financial advisor and RIA landscape. * Proven ability to collaborate cross-functionally with sales teams and subject-matter experts. * Flexibility and adaptability to meet diverse advisor needs and evolving market conditions. * Ability to travel up to 50% for conferences, events, and client meetings. * Exceptional interpersonal and presentation skills. * Comfort with virtual delivery platforms and digital engagement tools. * Strong strategic thinking and business acumen. PIMCO follows a total compensation approach when rewarding employees which includes a base salary and a discretionary bonus. Base salary is the fixed component of compensation that is determined by core job responsibilities, relevant experience, internal level, and market factors. The discretionary bonus is used to award performance and therefore is determined by company, business, team, and individual performance. Salary Range: $ 175,000.00 - $ 240,000.00 Equal Employment Opportunity and Affirmative Action Statement PIMCO recruits and hires qualified candidates without regard to race, national origin, ancestry, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), sexual orientation, gender (including gender identity and expression), age, military or veteran status, disability (physical or mental), any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other basis such as medical condition, or marital status under applicable laws. Applicants with Disabilities PIMCO is an Equal Employment Opportunity/Affirmative Action employer. We provide reasonable accommodation for qualified individuals with disabilities, including veterans, in job application procedures. If you have any difficulty using our online system due to a disability and you would like to request an accommodation, you may contact us at ************ and leave a message. This is a dedicated line designed exclusively to assist job seekers with disabilities to apply online. Only messages left for this purpose will be considered. A response to your request may take up to two business days.

Guggenheim Securities Guggenheim Securities is seeking an experienced Warehouse Loan Operations Specialist to support critical warehouse lending functions. This role combines operational execution with strategic oversight, managing loan closing processes, agent relationships, and transaction workflows. The ideal candidate will be a results-driven professional with strong technical skills and the ability to thrive in a fast-paced, collaborative environment. Essential Job Functions Loan Operations & Settlement * Execute loan closing processes and settlement activities * Process and validate draw requests, including borrowing base calculations and covenant compliance * Coordinate with legal counsel on borrowing conditions precedent * Oversee loan settlement funding and reconciliation * Manage trade settlement flows, platform reconciliations, and remediation of breaks Agent & Partner Management * Coordinate with Administrative Agents on reporting requirements and portfolio performance data * Work with Paying Agents to process waterfall distributions and ensure transaction document compliance * Serve as escalation point for agent-related issues and discrepancies * Collaborate with outsource services and customers Transaction & Documentation Support * Administer loan system data and maintain accurate records * Execute complex wire instructions and payment waterfalls * Prepare investor reporting and compliance documentation * Create and maintain operational procedures * Draft confidentiality agreements as needed Cross-Functional Collaboration * Partner with Warehouse Origination, Portfolio Management, Ops/Treasury, Finance, Risk, Legal, Compliance, and Business Operational teams * Oversee and reconcile third-party invoicing Preferred Qualifications Education & Experience * Bachelor's degree required * Minimum 5+ years hands-on experience in loan closing and structured finance operations * Proven track record in warehouse lending or asset-backed finance Technical Skills * Strong proficiency with ClearPar or comparable loan management systems * Experience with virtual data room administration * Expert-level Microsoft Excel and Access skills * Understanding of structured finance mechanics, borrowing base structures, and waterfall calculations * Familiarity with Bloomberg terminal (preferred) Core Competencies * Strong communication and interpersonal skills * Team-oriented with ability to collaborate across functions * Comfortable in high-pressure, fast-paced environments * Excellent multi-tasking and organizational abilities * Detail-oriented with strong problem-solving skills * Self-starter who operates with accountability and ownership Licensing * Series 99 license preferred (or ability to obtain within specified timeframe) * Will ultimately need to become licensed for the Series 99 Work Location * Currently, this role is expected to be fully remote. Salary * Annual base salary between $130,000 - $150,000. The base salary range represents the low and high end of the anticipated base salary range for this position. Actual base salaries may vary depending on factors such as location and experience. The range listed reflects base salary only, and the total compensation package may include other components such as incentive compensation. About Guggenheim Securities * Guggenheim Securities is the investment banking and capital markets business of Guggenheim Partners, a global investment and advisory firm. Guggenheim Securities offers services that fall into four broad categories: Advisory, Financing, Sales and Trading, and Research. Guggenheim Securities is headquartered in New York, with additional offices in Chicago, Boston, Atlanta, San Francisco, and Houston. Guggenheim is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. * For more information, please visit GuggenheimSecurities.com, follow us on LinkedIn or contact us at ***************************************** or ************. About Us: Guggenheim Securities is the investment banking and capital markets business of Guggenheim Partners, a global investment and advisory firm. Guggenheim Securities offers services that fall into four broad categories: Advisory, Financing, Sales and Trading, and Research. Guggenheim Securities is headquartered in New York, with additional offices in Chicago, Boston, Atlanta, San Francisco, and Houston. For more information, please visit GuggenheimSecurities.com, follow us on LinkedIn or contact us at ****************************************** or ************. Guggenheim Securities, LLC ("GS") does not accept unsolicited resumes or applications. GS considers any resume or application to be unsolicited if (a) received from an entity or individual without a current recruiting agreement with GS or (b) submitted to anyone at the firm other than through the process set forth in the recruiting agreement between GS and the submitting entity or individual, and GS will not pay a fee to any entity or individual for such submission.

Why Stifel Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome, and everyone contributes to the success of our clients, their careers, and the firm as a whole. Let's talk about how you can find your place here at Stifel, where success meets success. What You'll Be Doing The Project Management Associate participates in the execution/project management of alternative investment fund mandates and the sourcing of new prospective clients, with manager oversight. This position assists across multiple asset classes, in support of the marketing of client funds to North American investors. Associates are primarily responsible for acting as the keystone of all transaction teams, serving as a project manager taking guidance from senior bankers while managing and mentoring Analysts. Associates work on small, client-focused teams within a fast-paced environment. We offer Associates a unique environment, which combines a highly entrepreneurial platform focused on the growing private market space with significant analytical rigor. What We're Looking For Support the diligence, launch, and project management of Funds. Serve as a junior liaison between project management and distribution team. Provide general industry research, including industry news updates, geographic and sector review of industries, potential risks, competition, and regulatory changes. Interact with/support clients, with oversight to help them achieve their fundraising objectives Update key Firm information and materials, with oversight. Produce, maintain, and update Fund materials with limited oversight. Assist in upkeep/internal distribution of management reports, client reports, meeting notes, call notes, etc. Coach, mentor, train Project Management Analysts. Contributing to team meetings and discussions. Performs other related duties as assigned. What You'll Bring 3+ years' of alternative investment experience, with preferably at least 1-3 years' experience working at a Placement Agent or other fundraising role. Solid knowledge of financial services. Technical understanding of alternative investment products. Superior verbal and written communication skills with credibility to deal with clients at a senior level and respond to detailed and challenging questions. Strong analytical, sales, and marketing instincts. Education & Experience Minimum Required: B.S. or B.A. Licenses & Credentials Minimum Required: FINRA SIE, Series 79 & Series 63 Systems & Technology Proficient in Microsoft Excel, Word, PowerPoint, Outlook About Stifel Stifel is more than 130 years old and still thinking like a start-up. We are a global wealth management and investment banking firm serious about innovation and fresh ideas. Built on a simple premise of safeguarding our clients' money as if it were our own, coined by our namesake, Herman Stifel, our success is intimately tied to our commitment to helping families, companies, and municipalities find their own success. While our headquarters is in St. Louis, we have offices in New York, San Francisco, Baltimore, London, Frankfurt, Toronto, and more than 400 other locations. Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more. Let's talk about how you can find your place here at Stifel, where success meets success. At Stifel we offer an entrepreneurial environment, comprehensive benefits package to include health, dental and vision care, 401k, wellness initiatives, life insurance, and paid time off. Stifel is an Equal Opportunity Employer.

EXCITING OPPORTUNITY! Our offices are expanding and we're seeking hardworking individuals who are ready to step outside the box and build a business! We are seeking Life Insurance Agents to join our team. Whether you're an experienced insurance agent seeking a new opportunity or just beginning your career, we offer a chance to showcase your abilities and achieve professional growth. No Experience Necessary This position is open only to US Residents residing in the United States Candidates must be 18 years+ Candidates must be able to pass a background check This is a 1099 opportunity, not a W2 As a life insurance agent, you will play a key role in assisting clients with their financial needs. This is an entry-level position, and no prior experience is necessary. We provide comprehensive training and cover the cost of obtaining your professional licenses. Desired Candidate Should Possess: Excellent customer service skills Ability to develop, manage and drive growth Candidates must be ready to plug-in and follow a proven system Experience in sales, marketing and business are preferred but not required What we provide: A Competitive Performance-based Compensation Package Zoom Training & Bonus program Ongoing Support & Mentorship System to Ensure Success Opportunities For Quick Advancement Within Win All-Expense Paid Trips to Top Resorts with the Company E & O Coverage Included No Quotas For More Information: EXCITING OPPORTUNITY! Our offices are expanding and we're seeking hardworking individuals who are ready to step outside the box and build a business! We are seeking Life Insurance Agents to join our team. Whether you're an experienced insurance agent seeking a new opportunity or just beginning your career, we offer a chance to showcase your abilities and achieve professional growth. No Experience Necessary This position is open only to US Residents residing in the United States Candidates must be 18 years+ Candidates must be able to pass a background check This is a 1099 opportunity, not a W2 As a life insurance agent, you will play a key role in assisting clients with their financial needs. This is an entry-level position, and no prior experience is necessary. We provide comprehensive training and cover the cost of obtaining your professional licenses. Desired Candidate Should Possess: Excellent customer service skills Ability to develop, manage and drive growth Candidates must be ready to plug-in and follow a proven system Experience in sales, marketing and business are preferred but not required What we provide: A Competitive Performance-based Compensation Package Zoom Training & Bonus program Ongoing Support & Mentorship System to Ensure Success Opportunities For Quick Advancement Within Win All-Expense Paid Trips to Top Resorts with the Company E & O Coverage Included No Quotas For More Information: ********************************

Document Processor / Compliance Analyst (Full-Time - NJ) Business Credentialing Services, Inc. (BCS) is a fast-growing technology company in the insurance and risk management industries. We are growing our Operations department and are looking to hire a Document Processor to assist with data entry and customer support. Today, we have more than 70 employees and two office locations in Parsippany, NJ and Provo, UT. Our compliance and risk management platform helps companies reduce their risk exposure by systematically verifying Vendors/Suppliers they do business with. Blending professional services with web-based applications, BCS continues to maintain its foothold as one of the industry leaders. Job Type: Full-time Employee Pay: $19.50 per hour Responsibilities: Perform data entry tasks, including inputting and updating information in databases. Review incoming documentation to verify pertinent information for our clients. Send emails and make phone calls to provide feedback on the documents received. Assist with administrative tasks as needed. Attend team meetings/phone calls. Requirements: Strong data entry skills with a high level of accuracy and attention to detail. Strong written and verbal communication skills. Excellent organizational and time management skills. Ability to perform data entry tasks within our software platform quickly and accurately. Intermediate computer literacy is required. Bachelor's Degree required in any field. Employee Benefits and Additional Information: Starting Pay Rate: $19.50 per hour. Required to report to the office in Parsippany, NJ Monday - Friday. When an employee reaches six months of employment, they can work remotely one day per week. When an employee reaches three years of service, they can work remotely two days per week. Semi-Annual Pay Increases - Employee can earn up to a 2.5% pay rate increase every six months based on performance. Healthcare Benefits (Medical, Vision, Dental) are available for employees on their first day of employment. 401(k) / Retirement Benefits - An employee is eligible to participate in the BCS 401(k) program with company matching on their three-month anniversary. Paid Federal Holidays and Paid Time Off.

External Description: Promote the distribution of TRPIS/TRPA investment management strategies across multiple vehicles (i.e., mutual funds, ETFs, and separately managed accounts) through registered investment advisors (RIAs) and regional banks. This is done primarily through external face-to-face meetings at the client locations, as well as industry events, with a goal to build TRP awareness and increase product share. In partnership with management, responsible for the development of the sales and/or relationship management strategy for the organization. Responsible for sales and revenue generation client relationship management for large, highly complex accounts across the RIA and Regional Bank channels within an assigned geographical territory. Maintains extensive industry experience and proactively researches trends, competitor services/offerings, and clients' business/market environment. Ensures high client satisfaction through timely response to client needs, efficient problem resolution, contract and operational compliance, and risk mitigation. Serves as consultant to the client on how T. Rowe Price products and services can satisfy client needs as well as generate account growth. Responsible for compliance with T. Rowe Price sales policies and programs. Responsible for the achievement of territory sales goals and key performance indicators (KPIs) based on Sales and Service Performance Framework (SSPF). Develops annual business plan for the territory and monitors progress. Coaches and mentors Internal Sales staff. Responsibilities Primary responsibilities are to provide relationship management, investment-related reviews, and sales ideas, positioning of investment strategies and thematic investment content directly to targeted RIAs and regional banks in a defined region/territory. Uses extensive industry experience to sell the organization's products and/or services to clients whose business has a significant impact on the financial performance of the business unit and its achievement of goals. Applies a unique understanding of clients' business to serve as advisor on products and services across the business unit and possibly multiple business units. Responsible for new business development by identifying and qualifying prospects or by cross selling to existing accounts. Leads idea generation and drives the development of effective messaging and tactics to successfully promote the organization's products and services to senior client contacts. Recommends approaches for delivery of requests for proposal for assigned clients. Contributes to the overall relationship management strategy and delegates tasks to ensure successful client relationship performance. Retains direct client management responsibility for top tier clients. Aligns T. Rowe Price (TRP) resources (senior management, investment professional access, product capacity, marketing materials, due diligence requests, meeting support, administrative and operational support, client reporting and marketing allowances) to sustain world class service to build customer loyalty and satisfaction. Develops a “trusted advisor” relationship as a client consultant and influences firms to adopt recommended and customized solutions to address their needs and generate account growth. Maintains in-depth knowledge of assigned clients, their sensitivities, and their business needs to effectively influence their decision-making. Coordinates sales opportunities for assigned clients across T. Rowe Price business units as necessary. Analyzes and leverages industry data and market trends in partnership with business leaders to understand sales issues, gaps in products and services, and to keep up to date on sales/relationship best practices for improved performance. Qualifications Required: College degree and 7+ years of related work experience FINRA Series 7, 66 licenses Superior communication/presentation skills Advanced investment and capital markets knowledge Advanced relationship management/sales skills Able to demonstrate a high degree of emotional intelligence to establish credibility and rapport with senior leaders internally and externally. Advanced knowledge and understanding of T. Rowe Price mutual fund, ETF, and separately managed account vehicles. Able to establish and execute a disciplined and repeatable process for uncovering and closing new business opportunities. Consultative selling skills Able to apply a systemic approach to problem solving and effectively use data and analytical tools. Able to exert a high level of energy on activities that produce sales results. Able to approach work in a clear goal-oriented way. Able to work collaboratively and excel in a team-oriented environment. Ability to act as ambassador for T. Rowe Price Ability to travel extensively. Preferred: External sales or client management experience in financial services industry (have hired several experienced associates from outside TRP with several years of financial advising, wholesaling, institutional equity sales) Experience in the RIA and Regional Bank (Bank Trust) channels and understanding of advisory platforms. Working knowledge of alternative products and platforms Professional designations such as CFA, CFP, CIMA, or MBA FINRA Requirements FINRA licenses are required and will be supported for this role. Work Flexibility This role is eligible for full time remote work. City: State: Community / Marketing Title: Regional Investment Consultant- RIA & Regional Banks- Great Plains Company Profile: Location_formattedLocationLong: Maryland, US CountryEEOText_Description: Commitment to Diversity, Equity, and Inclusion: We strive for equity, equality, and opportunity for all associates. When we embrace the power of diversity and create an environment where people can bring their authentic and best selves to work, our firm is stronger, and we create greater value for our clients. Our commitment and inclusive programming aim to lift the experience for each associate and builds allies for our global associate community. We know that a sense of belonging is key not only to your success at the firm, but also to your ability to bring your best each day. Benefits: We invest in our people through a wide range of programs and benefits, including: • Competitive pay and bonuses as well as a generous retirement plan and employee stock purchase plan with matching contributions • Flexible and remote work opportunities • Health care benefits (medical, dental, vision) • Tuition assistance • Wellness programs (fitness reimbursement, Employee Assistance Program) Our policies may change as our working lives evolve. Yet, our commitment to supporting our associates' well-being and addressing the needs of our clients, business, and communities is unwavering. T. Rowe Price is an equal opportunity employer and values diversity of thought, gender, and race. We believe our continued success depends upon the equal treatment of all associates and applicants for employment without discrimination on the basis of race, religion, creed, color, national origin, sex, gender, age, mental or physical disability, marital status, sexual orientation, gender identity or expression, citizenship status, military or veteran status, pregnancy, or any other classification protected by country, federal, state, or local law.

PIMCO is a global leader in active fixed income with deep expertise across public and private markets. We invest our clients' capital across a range of fixed income and credit opportunities, leveraging our decades of experience navigating complex debt markets. Our flexible capital base and deep relationships with issuers have helped us become one of the world's largest providers of traditional and nontraditional solutions for companies that need financing and investors who seek strong risk-adjusted returns. Since 1971, our people have shaped our organization through a high-performance inclusive culture, in which we celebrate diverse thinking. We invest in our people and strive to imprint our CORE values of Collaboration, Openness, Responsibility and Excellence. We believe each of us is here to help others succeed and this has led to PIMCO being recognized as an innovator, industry thought leader and trusted advisor to our clients. Role Summary We are seeking an Account Manager, Field Sales to join our U.S. Global Wealth Management (GWM) team. In this role, you will generate sales and cultivate relationships within a defined geographic territory across the full suite of PIMCO products. You will manage all aspects of the client relationship and drive sales across intermediary-driven channels-wirehouses, independent advisors, banks, regional broker-dealers, and RIAs. The Account Manager will provide expertise, manage a territory of Financial Advisors, and introduce PIMCO's diverse investment strategies, building strong relationships and delivering results. The ideal candidate will possess superior consultative sales and relationship-building skills, a thorough understanding of PIMCO's products and services, and an advanced understanding of the financial advisory business. Responsibilities Maximize territory performance and drive sales with financial advisor clients to achieve and surpass net and gross sales targets for the assigned territory on a monthly, quarterly, and annual basis. Collaborate with the Divisional Sales Manager to develop, execute, and achieve a strategic territory business plan that aligns with the principles of a long-term perspective and a consultative sales approach. Maintain comprehensive knowledge of PIMCO's products, platforms, themes, initiatives, markets, strategies, and policies of our clients and partner firms. Ensure the highest level of compliance with all industry standards, client firm requirements, and PIMCO policies, including adherence to all legislative and regulatory requirements. Create a travel schedule that optimizes coverage in the designated territory to achieve all sales and activity metrics. Schedule, conduct, and follow-up on activities based on agreed upon goals, including group sessions, one on one, meetings, educational seminars, and client entertainment. Implement effective client segmentation and a service model that facilitates regular contact with top clients and prospects. Build productive working relationships with product managers, portfolio managers, and other specialists across PIMCO to deliver the right resources to the right clients at the right time. Establish and maintain productive working relationships with key regional COIs across our top partner firms. Comply with all travel and expense reimbursement and activity reporting in a timely manner. Support PIMCO Business Objectives Provide feedback to PIMCO management on product demand, sales trends, and client satisfaction. Seek opportunities to contribute to PIMCO beyond the daily remit of your role, strive to be an exceptional colleague Represent PIMCO as needed at national, regional, and local conferences and training events. Fully embrace and seek professional development and educational opportunities sponsored by PIMCO. Qualifications Minimum of a Bachelor's Degree required. CIMA, CAIA, CFA designations, and/or an MBA are a plus. A minimum of five (5) of experience in an external client-facing role, such as business development or field sales, within the Arkansas and Oklahoma markets, along with a robust network of established relationships with financial advisors. Possession of FINRA Series 7 and 63 licenses. Strong territory management skills and demonstrated track record meeting sales quotas. Proven entrepreneurial mindset with a strong commitment to client service and excellence, along with the ability to develop and deepen client relationships. Exhibited exceptional client engagement skills and consistently achieved high levels of client engagement while building strong, lasting relationships. Outstanding verbal and written communication skills to engage with key partners, present sales materials, and provide technical information about our products. Strong financial services background with knowledge of investment trends and advisor best practices. Thorough knowledge of PIMCO products and ability to present them in a consultative manner based on client needs. Professional Skills Requirements Relationship-Building: Proven ability to establish and nurture strong relationships with clients and stakeholders. Exceptional verbal and written communication skills, emphasizing effective engagement with diverse audiences. Composed under pressure, you build credibility and trust through consistent behavior, high integrity, and sound judgment. Exceptional Organizational Skills and Resourcefulness: Expertise in managing multiple projects simultaneously, demonstrating outstanding organizational and project management capabilities. Strong critical thinking, analytical, and quantitative skills enable you to solve problems creatively and resourcefully. You think strategically, navigate ambiguity, and proactively advance projects and initiatives. Adaptability and Collaboration: Thrive in dynamic, fast-paced environments, adept at managing shifting priorities and ambiguity. You build positive relationships and collaborate effectively across diverse teams. Your emotional intelligence, adaptability, and resilience empower you to handle unstructured processes and demanding responsibilities successfully. Integrity and Continuous Learning: Your actions reflect high ethical standards and integrity, earning you credibility and trust. You are intellectually curious and committed to professional development, staying informed about industry trends. You contribute positively to the work environment and organizational culture, aligning with our core values of Collaboration, Openness, Responsibility, and Excellence. Results-Driven: Self-motivated and dedicated to achieving excellence, you demonstrate attention to detail and accountability. Your intellectual curiosity and commitment to professional growth drive your interest in staying ahead of emerging trends in the industry. PIMCO follows a total compensation approach when rewarding employees which includes a base salary and a discretionary bonus. Base salary is the fixed component of compensation that is determined by core job responsibilities, relevant experience, internal level, and market factors. The discretionary bonus is used to award performance and therefore is determined by company, business, team, and individual performance. Salary: $ 150,000.00 Equal Employment Opportunity and Affirmative Action Statement PIMCO recruits and hires qualified candidates without regard to race, national origin, ancestry, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), sexual orientation, gender (including gender identity and expression), age, military or veteran status, disability (physical or mental), any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other basis such as medical condition, or marital status under applicable laws. Applicants with Disabilities PIMCO is an Equal Employment Opportunity/Affirmative Action employer. We provide reasonable accommodation for qualified individuals with disabilities, including veterans, in job application procedures. If you have any difficulty using our online system due to a disability and you would like to request an accommodation, you may contact us at ************ and leave a message. This is a dedicated line designed exclusively to assist job seekers with disabilities to apply online. Only messages left for this purpose will be considered. A response to your request may take up to two business days.

Primerica is expanding! I am seeking an individual that is COACHABLE and simply MOTIVATED to succeed and to help others succeed! We educate the middle-income consumer proven concepts of HOW MONEY WORKS to obtain financial independence, as well as providing services to protect their income today and for the future. Work schedules are based upon personal availability with the convenience to work from home. Minimum Requirements: * $124 Background Check (Reimbursed) * Age 25+ preferred * Legal to work in the U.S. * NO felonies We offer: * Paid Training Programs * Paid State Licenses * Multiple sources of income * Bonus/Commission Pay (NO quotas) * Advancement as a Broker

At Piper Sandler, we connect capital with opportunity to build a better future. We believe diverse teams with unique backgrounds, skills and experiences yield more innovative solutions. Our mission is to recruit, develop, retain and engage a diverse, high-performing team. Our business enables bright, committed people working in partnership within an environment that allows each person to achieve at a high level. We commit to encouraging and valuing inclusivity because every partner brings unique perspectives that help us better serve our clients. Piper Sandler is currently seeking an intern for Summer 2026 in our Technology Business Line. This intern would work directly with our Equities Trading Technology group in Greenwich, CT. Responsibilities: Assist in developing and implementing automation scripts and tools for system provisioning and configuration. Support the maintenance and monitoring of our server storage infrastructure, including both on-premises and cloud environments. Help in troubleshooting and resolving issues related to server, storage, and cloud platforms. Participate in performance management tasks, ensuring system reliability and efficiency. Collaborate with various teams to understand application requirements and assist in delivering infrastructure solutions. Learn and apply best practices in documentation and adherence to company policies. Requirements: Currently pursuing a degree in Computer Science, Information Systems, or a related field. Basic understanding of scripting languages (e.g., Python, PowerShell, Bash) is desirable. Familiarity with cloud services (e.g., AWS, Azure, GCP) and virtualization technologies is a plus. Strong problem-solving skills and eagerness to learn new technologies. Excellent communication skills and ability to work collaboratively in a team environment. This internship is open to undergraduate or graduate students who graduate in December 2026 or Spring 2027 and have a GPA of 3.3 or above. Piper Sandler values a strong culture dedicated to the emotional and physical well-being of our employees. Learn more about our commitment to our employee's health and well-being. Learn more about our benefits program and how we are here for our employees and their families today, tomorrow and beyond. The anticipated pay rate for individuals expressing interest in this position is $21 per hour. All qualified applicants will receive consideration for employment without regard to race, color, creed, religion, sex, sexual orientation, gender identity, national origin, disability, age, marital status, status as a protected veteran or status with regard to public assistance.

Why Stifel Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome, and everyone contributes to the success of our clients, their careers, and the firm as a whole. Let's talk about how you can find your place here at Stifel, where success meets success. What You'll Be Doing Eaton Partners' Summer Analyst Program provides undergraduates with a hands-on introduction to the role of a Project Management Analyst within Eaton's Global Private Funds Group. Summer Analysts at Eaton Partners will develop the skills necessary to carry them through to the next level of their careers. The Summer Analyst Program provides students with a hands-on introduction where you will work alongside our project management and sales professionals, from the Analyst through the Managing Director levels, and will gain significant exposure to this career. The Summer Analyst internship program is designed to provide an opportunity for career exploration and to enhance the development of students' potential. The program is structured to provide each Summer Analyst with the support needed for a successful summer, beginning with a robust training program. There is also a formal mentorship program, social networking events, mid and end of summer reviews, and significant learning opportunities outside of your day-to-day projects. What We're Looking For Summer Analyst candidates should possess outstanding academic records and have demonstrated strong leadership ability through involvement in extracurricular endeavors such as student government, athletics, and cultural and entrepreneurial activities. The ideal candidate will possess the following: Conducting industry research and building out industry databases Preparing presentation materials such as PowerPoint slides and summaries for pitchbooks Performing in-depth quantitative financial analyses Contributing to team meetings and discussions Building reports and logging information in Salesforce What You'll Bring Strong quantitative / analytical skills Superior attention to detail Disciplined work ethic Excellent verbal and written communication skills Ability to effectively manage multiple simultaneous project deadlines Significant exposure to finance and accounting Experience with financial modeling and analysis preferred Ability to work both in teams and independently Highly-motivated and energetic What's Next Once your application has been received, it will be reviewed by a recruiter to determine if certain application requirements are met. If you are invited to the next step of the process, you'll receive an email invitation to complete a first-round video interview powered by HireVue. Please monitor your spam folder, as the email may get caught in spam filters. Completion of the HireVue video interview is required - your application will not be considered for further review until it has been completed. Following the review of first-round interviews, candidates will be informed of their application status regarding a final round Super Day interview. Investment banking offers are extended on a rolling basis. We strongly encourage that you apply and complete any next step actions at your earliest ability. Posting End Date: All applications must be received by December 14, 2025 at 11:55pm ET to be considered. Stifel offers several Investment Banking Summer Analyst opportunities in a variety of office locations. Students interested in multiple locations under Stifel and Stifel's branded partners (KBW, Miller Buckfire, and Eaton Partners) are permitted to apply to no more than 3 Investment Banking opportunities. Education & Experience Pursuing an undergraduate degree with an anticipated graduation date between December 2027 - May 2028 Minimum GPA of 3.5 or above Resume must include expected graduation month/year and GPA Resume must be submitted in PDF format. Authorization to work in the U.S. Systems & Technology Proficiency in Excel and PowerPoint About Stifel Eaton Partners, a Stifel Company, is one of the oldest, largest and most experienced fund placement agents in the world. The firm's purpose is to raise institutional capital for investment managers across a full range of alternative strategies - private equity, real assets, real estate and hedge funds/liquid products. In addition, Eaton has a dedicated team focusing on general product advisory, secondaries, and directs. Eaton Partners has participated in raising over $130 billion of institutional capital across more than 175 highly differentiated investment funds. Eaton Partners was acquired by Stifel in January 2016. With over 65 employees in ten offices worldwide, Eaton's reach is extensive and our dedication to capital raising is unparalleled. The team has strong, long-held relationships with over 4,000 of the largest, most active institutional investors in the US, Europe and Asia Pacific. Eaton's investor network has a desire to invest substantial capital, with the average commitment of $50 million. Eaton's deep sector knowledge and unrivaled insight into the private fund market across several asset classes allows the team to raise capital efficiently and effectively. Eaton thrives on working alongside the most innovative funds and consistently partners with the highest-quality fund managers.

Virtus is dedicated to the success of employees and helping everyone on our team achieve their goals. We are a dynamic, fast-growing organization with the resources of a large firm and the innovative environment of an entrepreneurial company that promotes collaboration and employee engagement. Every member of our team is empowered to make a tangible impact in offering clients high-quality investment strategies to meet their financial needs and delivering value for our shareholders. We are an organization where employees can thrive personally and professionally. Professional development opportunities help employees enhance their skills and grow in their careers. Meaningful financial rewards and a comprehensive package of benefits support employees at every stage of life and encourage work-life balance, and physical, emotional and mental well-being. We believe in the value of a diverse, inclusive, and respectful work environment and are committed to making a positive impact in the communities where we live and work. Job Description The IT Network Engineer is responsible for installing, maintaining, and optimizing network hardware and software across multiple platforms, including Cisco, Aruba, and Palo Alto. This role ensures reliable network performance through proactive monitoring, troubleshooting, and regular maintenance. The engineer collaborates with telecom providers and internal teams to resolve connectivity issues, supports project implementations, and maintains thorough documentation of all network activities to drive operational efficiency and cost reduction. This role is hybrid, 1 day remote/ 4 days in office and can be located in Hartford, New York City or Chicago. Primary Job Responsibilities: Install, configure, and maintain network hardware/software, including regular maintenance, patching and upgrades. Document network configurations, changes, and maintenance activities. Monitor network performance alerts and resolve or escalate issues as needed. Collaborate with telecommunications providers and internal teams to resolve connectivity and project issues. Assist in planning and implementing network projects and upgrades. Ideal Qualifications: Bachelor's degree in computer science, MIS or equivalent years of experience and certifications. Five to seven years of Information Technology Infrastructure experience. Hands-on experience with routers, switches, and voice platforms. Strong troubleshooting skills with the ability to handle complex issues independently. Relevant industry certification, such as Cisco CCNP, is preferred. Experience with high-performance trading and financial infrastructure for market connectivity, quantitative analysis, data processing, and operations. Excellent communication skills and ability to collaborate effectively with business. The salary range is $96,477 to $117,917 The starting salary offer will vary based on the applicant's education, experience, skills, abilities, geographic location, internal equity, and alignment with market data. This position is also eligible to participate in the annual incentive plan.

Our investment manager, Newfleet, is adding a corporate credit analyst, leveraged finance, to their team. The corporate credit analyst, leveraged finance, will perform fundamental credit analysis on below investment-grade corporate bond issuers including financial statement and industry analysis and risk identification. The analyst will also assist senior analysts in gathering research material, creating financial models, conducting relative value analysis and developing presentations. Over time, the analyst will be expected to be responsible for covering 50-60 issuers and two or three industry sectors and to make purchase and sale recommendations to portfolio management. Job Responsibilities: Monitor assigned credits for credit deterioration and idea generation. Perform security analysis on fixed income credits. Maintain knowledge of assigned industry sector and develop relative value opinions. Build and maintain relationships with investor contacts including sell-side traders and analysts, issuer contacts, and client contacts. Ideal Qualifications: Undergraduate degree with a concentration in finance or business. Progress toward obtaining a CFA is a plus. 3-5 years of relevant experience in corporate security credit analysis, working for an investment manager with demonstrated financial market knowledge. Credit training, basic accounting background and financial statement analysis experience. Working knowledge of Perform, Bloomberg, and/or other related analytical platforms is a plus including Excel API. Knowledge of macroeconomics and how economic events influence assigned industries and companies. Knowledge of debt and equity capital markets, and where applicable, commodity markets and their influence on industries and companies. Desire and ability to work both collaboratively as part of a team as well as independently. This position requires U.S. citizenship or lawful permanent residency (Green Card holder) as a condition of employment. We are unable to sponsor work visas or provide support for OPT/CPT programs for this role. The starting salary range is $108,000.00 to $132.00.00 The starting salary offer will vary based on the applicant's education, experience, skills, abilities, geographic location, internal equity, and alignment with market data. This position is also eligible to participate in the annual incentive plan.