RIA Regional Consultant - Enterprise RIAs, VP III - State Street Investment Management State Street CorpRIA Regional Consultant - Enterprise RIAs, VP III - State Street Investment ManagementStamford, CT$110,000–$207,500 / yearBuild and maintain relationships with key internal business partners, including Product, Marketing, Events, Research, Capital Markets, and Business Intelligence to effectively deliver SSIM resources & capabilities to clients, including comparative analytics, capital markets insights and actionable investment ideas. Demonstrate strong investment acumen and serve as an expert on SSIM investment solutions including ETFs, models, and cash, maintaining a deep knowledge of positioning, holdings and investment results while educating clients and prospects on our investment capabilities, product offerings, and competitive advantages.
NewBusiness Architect, Investment Management, VP III - State Street Investment Management State Street CorporationBusiness Architect, Investment Management, VP III - State Street Investment ManagementStamford, CT$120,000–$217,500 / yearYou will work closely with the Head of Business Architecture, business leaders, solution architects, and technology teams to help the organization transform to a PPS operating model, powered by a strong business architecture strategy that aligns business outcomes to platform and capability roadmaps. As a Business Architect, VP at State Street Investment Management ("State Street IM", formerly known as State Street Global Advisors or SSGA), you will play a key role in developing, maturing, and institutionalizing the business architecture function.
Compliance Associate, Marketing & Investment Adviser Compliance NewEdge Capital GroupCompliance Associate, Marketing & Investment Adviser ComplianceStamford, ConnecticutNewEdge Wealth, a division of NewEdge Capital Group, LLC, is seeking a detail-oriented and motivated Compliance Associate to support the firm’s investment adviser compliance program, with a primary focus on marketing and advertising review under the SEC Marketing Rule, the firm’s annual review process under Rule 206(4)-7, and Form ADV maintenance. Review advertisements, pitch books, performance presentations, website content, social media, and other client-facing marketing materials for compliance with SEC Rule 206(4)-1 (the Marketing Rule) and firm policy prior to use or distribution.
Investment Accountant Madison-DavisInvestment AccountantStamford, CTA growing insurance organization is seeking an Investment Staff Accountant to support investment accounting and reporting activities. Correspond with investment advisors, custodians, and external service providers regarding investment activity.
High-Yield Investment Research Analyst The Progressive CorpHigh-Yield Investment Research AnalystStamford, CT$160,000–$190,000 / yearFor ideas about how you might be able to protect yourself from job scams, visit our scam-awareness page at https://careers.progressive.com/pages/how-we-hire-faq-job-scams/ . As a high-yield investment research analyst, you'll conduct research analysis on non-investment grade companies and support the research efforts and portfolio construction of a portfolio manager.
Senior High-Yield Investment Research Analyst The Progressive CorpSenior High-Yield Investment Research AnalystStamford, CT$200,000–$240,000 / yearAs a senior high-yield investment research analyst, you'll conduct research analysis on non-investment grade companies and support the research efforts and portfolio construction of a portfolio manager. For ideas about how you might be able to protect yourself from job scams, visit our scam-awareness page at https://careers.progressive.com/pages/how-we-hire-faq-job-scams/ .
Senior Investment Associate, L&G USA OCIO Legal & General Group PlcSenior Investment Associate, L&G USA OCIOStamford, CTBuild and analyse model portfolios for new PRT transactions, including scenarios across asset allocation, ratings, sourcing capacity and risk limits. Support research into new asset classes, securitized products, infrastructure, renewables and other opportunities relevant to Institutional Retirement portfolios suitable for backing liabilities.
Investment Accounting Manager BerkleyInvestment Accounting ManagerGreenwich, ConnecticutAlong the way, we’ve been listed on the New York Stock Exchange, become a Fortune 500 Company, joined the S&P 500, and seen our gross written premiums exceed $10 billion. Berkley Corporation has grown from a small investment management firm into one of the largest commercial lines property and casualty insurers in the United States.
Finance & Investment Operations Analyst Yale InvestmentsFinance & Investment Operations AnalystNew Haven, ConnecticutThis approach has served the University community well, and the returns we generate continue to drive Endowment spending growth that provides robust, sustainable support of the University’s mission both today and for generations to come. Works under the direction of the Finance & Investment Operations Associate and the Head of Finance & Investment Operations to maintain accurate records, assist with reporting, and ensure adherence to internal policies and regulatory requirements.
Investment Manager Research Analyst: Fixed Income and Private Credit Aon PlcInvestment Manager Research Analyst: Fixed Income and Private CreditNorwalk, CT$85,000–$120,000 / yearAon is looking for an Investment Manager Research Analyst: Fixed Income and Private Credit The Investment Manager Research Analyst will serve as the primary coverage lead on a select group of fixed income managers, and as subject matter expert in fixed income, while also supporting Aon's proprietary fixed income and private credit funds. Support the initiatives and research priorities of the fixed income manager research team, while also actively debating and challenging investment views to ensure an idea meritocracy.
Client Services - Alternative Investments AQR Capital Management LLCClient Services - Alternative InvestmentsGreenwich, CT$100,000–$130,000 / yearThe Operations team has a diverse set of responsibilities, including settling and recording thousands of transactions per day, identifying, and mitigating all operational risk, and partnering with technology to develop and implement low touch, streamlined processes. The primary responsibilities of the role include, but are not limited to: Provide support to AQR's Business Development Team by helping educate clients on the unique structure of the AQR Flex 1 Series LLC fund.
Lead Analyst - FP&A Investment Planning IberdrolaLead Analyst - FP&A Investment PlanningOrange, ConnecticutThis role acts as a key contributor to the overall success of meeting the target portfolio by Operating Company and this success requires depth and breadth of experience to interpret complex data sets and translate them into actionable insights that drive strategic decision-making. The Reporting and Analytics, Lead Analyst performs these functions to manage the portfolio of operating companies across Avangrid Networks to establish, report, monitor, and manage the company’s investment portfolio to financial targets.
Director of Investments Morgan StanleyDirector of InvestmentsPurchase, New York$68,000–$120,000 / yearThe Director of Investments is a senior service level position for a Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams who is responsible for helping clients achieve their investment goals by developing, maintaining, and overseeing the strategic investment policy and program at the direction of the FA/PWA/team. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries.
Alternative Investments Product Development Associate Morgan StanleyAlternative Investments Product Development AssociatePurchase, NY$70,000–$115,000 / yearOur values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. The role will focus on onboarding and maintaining alternative investment offerings and partnering closely with fund managers, MSWM Advisors, MSWM Field Management, and other Morgan Stanley stakeholders.
Director Of Investments Morgan StanleyDirector Of InvestmentsPurchase, NY$68,000–$120,000 / yearThe Director of Investments is a senior service level position for a Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams who is responsible for helping clients achieve their investment goals by developing, maintaining, and overseeing the strategic investment policy and program at the direction of the FA/PWA/team. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries.
ED, Alternative Investments Attorney Morgan StanleyED, Alternative Investments AttorneyPurchase, New YorkThe successful candidate will advise on complex products and transactions involving alternative investment funds, feeder funds, private equity, private credit, hedge funds, co-investments, direct private securities offerings, pre-IPO companies, and other private markets opportunities. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries.
Investment Analyst - Parametric Morgan StanleyInvestment Analyst - ParametricWestport, CT$70,000–$140,000 / yearOur values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. Assist the Investment Strategy team with day-to-day client servicing responsibilities, including responding to product- and account-specific inquiries and coordinating requests for strategy information from clients, Financial Advisors, and internal partners.
Real Estate Agent / Associate (Investment Sales) Greysteel Company LlcReal Estate Agent / Associate (Investment Sales)Stamford, CTYour efforts will be supported by Greysteel’s Engine; a powerful infrastructure that includes industry-leading training, coaching, research, marketing and analytics supported by a seasoned transaction management team. As a commercial real estate advisor, your primary focus will be to develop and maintain client relationships by providing best-in-class advisory services throughout the transaction lifecycle.
Investment Product Management Associate Rockefeller Capital ManagementInvestment Product Management AssociateStamford, ConnecticutFull timeSupport ongoing post-launch product management activities across all RGIM platform product types, including modifications and enhancements to existing products; provide product ownership and expertise; manage workflow related to new subscriptions and redemptions between investor and administrator, identify and implement process improvements, respond to internal and external reporting requirements, take lead on ad hoc requests, and participate in special projects. The successful candidate will partner closely with colleagues across Distribution, Investor Services, Operations, Legal & Compliance, Finance, Portfolio Management, Trading, Performance & Risk, and external service providers to help ensure our product platform remains operationally robust, scalable, and positioned for long-term growth.
Vice President, Investment Counsel Arch Capital Group LtdVice President, Investment CounselWhite Plains, NY$200,634–$271,446 / yearReview and negotiate a variety of documents with respect to private markets transactions, including limited partnership agreements, side letters, investment management agreements; Collaborate with investment professionals, business-segment legal and other stakeholders to support portfolio construction and ongoing monitoring of investments. Total individual compensation (base salary, short & long-term incentives) offered will take into account a number of factors including but not limited to geographic location, scope & responsibilities of the role, qualifications, talent availability & specialization as well as business needs.