Morgan StanleyWM Global Investment Office, Portfolio Manager - UHNW International Team, Assistant Vice President Morgan StanleyWM Global Investment Office, Portfolio Manager - UHNW International Team, Assistant Vice PresidentPurchase, NY$105,000–$140,000 / yearOur values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - arent just beliefs, they guide the decisions we make every day to do whats best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. Morgan Stanleys Outsourced Chief Investment Office (OCIO) is seeking a highly motivated AVP to lead the strategic expansion of our OCIO offering for international Ultra-High-Net-Worth (UHNW) clients.
McKinsey & Co IncClient Development Specialist - Holistic Investment Thesis McKinsey & Co IncClient Development Specialist - Holistic Investment ThesisDarien, CTYou will join the HIT team, which is a firm strategic initiative co-led by Strategy & Corporate Finance (S&CF), McKinsey Transformations (MT) with contributions from Marketing & Sales (M&S), Sustainability, People & Organizational Performance, Operations and Digital and Analytics (DnA) practices. • Engage actively with McKinsey leaders and clients when new developments arise, especially when these could be a 'critical moment' opportunity to connect with clients (e.g., changes in share price / analyst sentiments, M&A activity, etc.).
MasterCardVice President, Mergers and Acquisitions (Minority Investment) MasterCardVice President, Mergers and Acquisitions (Minority Investment)Purchase, NY$230,000–$368,000 / yearo evaluating business cases, including go-to-market plans for synergies and integration plan and costing o valuation against comparable transactions and utilizing discounted cash flow methodologies o structuring of complex transactions leveraging appropriate internal tax, legal regional and external resources o Lead acquisition/investment discussions at executive meetings o Understanding and being able to articulate tradeoffs between value creation and risk under circumstances of ambiguity o Lead creation of M&A deliverables such as presentations to senior executives and Board of Directors, deal closing approvals, etc. Role: • Play a leading role in overseeing M&A and investment activities globally • Structure and execute acquisitions, divestiture, equity investments and Joint Ventures across the organization globally • Lead all aspects of a robust M&A process including: o organizing, coordinating and leading cross-functional due diligence teams to assess risks and opportunities o coordinating external financial advisors and investment bankers o leading discussions/negotiations with the acquisition target around price, contract terms, etc.
Bridgewater AssociatesAssociate Counsel, Investment Management Bridgewater AssociatesAssociate Counsel, Investment ManagementWestport, CT$215,000–$310,000 / yearStructuring, delivering, negotiating and interpreting private fund documentation, including fund offering documentation, investment management agreements, side letters and ancillary documents, and investment documentation with our counterparties, including ISDAs, futures and swaps clearing agreements, repurchase agreements, prime brokerage agreements, electronic trading agreements, and other ancillary agreements that support those relationships. Experience drafting and negotiating any of the following types of agreements: fund offering documents, investment management agreements, side letters, ISDAs, futures and swaps clearing agreements, repurchase agreements or prime brokerage agreements, Familiarity with laws and regulations applicable to alternative investment managers and private funds, including those promulgated by the SEC and CFTC.
bdo consultingTax Managing Director, Alternative Investments bdo consultingTax Managing Director, Alternative InvestmentsStamford, CT$190,000–$335,000 / yearThe annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm’s success, with no employee contributions. This role in our Alternative Investments practice assists in providing tax compliance & consulting services to our Venture Capital, Private Equity, Hedge Fund, and Real Estate clients.
American International GroupInvestment Accounting, Manager American International GroupInvestment Accounting, ManagerWilton, CT$105,000–$142,000 / yearThe Investment Accounting group’s specific responsibilities include reconciliation of transactional data from various sub-ledgers to the general ledger and ultimately AIG's financial statements as well as all related external reporting for investments (10Q/K, Financial Supplement, STAT Audited Financials, Investment NAIC reporting and various government regulatory reports). The Investment Accounting group at AIG is responsible for the accounting and reporting for AIG's Invested Assets of over $95 billion a comprised primarily of fixed maturity securities and includes private equity, hedge funds, commercial/residential loans and equity securities.
American International Group Inc (AIG)Investment Accounting, Assistant Director American International Group Inc (AIG)Investment Accounting, Assistant DirectorWilton, CT$126,000–$171,000 / yearResponsibilities • Execute and manage accounting processes related to the monthly and quarterly accounting close to ensure accuracy of AIGs invested assets data across all entities • Support the review and preparation of certain Investment disclosures for AIG 10Q/K and Financial Supplement, including as appropriate the Investment, Lending, Fair Value, VIE Footnotes and Investment MD&A • Support the review and preparation of NAIC statutory reporting and other regulatory reporting requirements • Lead the implementation of process improvements, in coordination with other areas of the department/organization • Key point of contact and support for the various business unit and corporate controllers • Coordinate with various areas in the organization to develop an understanding of new investment transactions and to provide guidance/support that ensures the accounting results from these investments are accurately recorded in the AIG ledgers • Perform ad-hoc analytical requests Requirements • Bachelors degree in accounting or finance • 10+ years experience in accounting and reporting for investment products • Deep understanding of investment products and accounting treatment for fixed maturity, equity, and other investment products • Strong knowledge of Generally Accepted Accounting Principle (GAAP) and the recording of investments-related journal entries • Strong knowledge of statutory reporting gained in part by preparation of statutory reporting schedules • Experience with foreign currency remeasurement and translation • Excellent analytical skills, including experience performing investment data analysis including commentary • Experience reviewing work papers supporting disclosures • High level of competency using Microsoft Excel including pivot tables and formulas to create/manage investment data, review investment data and perform analysis • Ability to work collaboratively with teams in multiple locations • Ability to balance multiple projects at once, to prioritize appropriately, and to approach the work with a sense of urgency and strong attention to detail to produce high quality results in a time sensitive environment • Team-player mindset geared towards process improvements and the implementation of accounting controls to ensure consistency and data quality of the teams financial output • High level of motivation and initiative, ability to work independently, including strong organizational skills • Comfort level working within a dynamic and complex organizational structure • Excellent interpersonal skills with ability to maintain relationships at all levels within the organization • Strong written and verbal communication skills; ability to communicate effectively with staff, peers, senior management and other external and internal audiences • Computer proficiency with a strong working knowledge of Microsoft Office • Database experience • Experience with PAM/Aladdin For positions based in New York, the base salary range is $118,000-$178,000. The Investment Accounting groups specific responsibilities include reconciliation of transactional data from various sub-ledgers to the general ledger and ultimately AIGs financial statements as well as all related external reporting for investments (10Q/K, Financial Supplement, STAT Audited Financials, Investment NAIC reporting and various government regulatory reports).
NORTHEAST PRIVATE CLIENT GROUP LLCCommercial Real Estate Investment Sales Associate (White Plains,NY) NORTHEAST PRIVATE CLIENT GROUP LLCCommercial Real Estate Investment Sales Associate (White Plains,NY)Shelton, CTNortheast Private Client Group (www.northeastpcg.com) is a leading real estate investment firm -- named one of the fastest-growing private companies in New England by Inc Magazine. All new associates, whether experienced or new to the commercial real estate industry, will be provided extensive training and mentorship with senior associates and principals.
Bridgewater AssociatesEngineering Manager, AI Enabled Investment Platforms Bridgewater AssociatesEngineering Manager, AI Enabled Investment PlatformsWestport, CTSuccess in this role requires comfort operating in a modern engineering paradigm: shaping system design, leveraging advanced tooling and agentic workflows, providing context and direction to increasingly automated systems, and ensuring teams consistently ship high-quality outcomes—rather than optimizing for individual code output. The Engineering Manager will play a critical leadership role in the design, build, and evolution of Bridgewater Associates' AI-Enabled Investment Platforms—a set of tightly integrated platforms through which investment logic, quantitative research, and AI capabilities are expressed, scaled, and operated.
BerkleyInvestment 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.
Traction Forge FinancialEntry-Level Investment & Protection Advisor (Remote) Traction Forge FinancialEntry-Level Investment & Protection Advisor (Remote)New Haven, CTRemoteThrough partnerships with leading Fortune 500 companies and nationally recognized financial institutions, we provide complimentary financial consultations designed to help clients identify opportunities, develop financial strategies, and work toward both short-term and long-term goals. At Traction Forge Financial, powered by the strength of GFI (Global Financial Impact), our mission is to help individuals and families build a stronger financial future through education, personalized guidance, and strategic financial solutions.
Greysteel Company LlcReal 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.
Traction Forge FinancialEntry-Level Financial Investment Planner (Remote) Traction Forge FinancialEntry-Level Financial Investment Planner (Remote)Stamford, CTRemoteThrough partnerships with leading Fortune 500 companies and nationally recognized financial institutions, we provide complimentary financial consultations designed to help clients identify opportunities, develop financial strategies, and work toward both short-term and long-term goals. At Traction Forge Financial, leveraging the strength of Global Financial Impact (GFI), our mission is to help individuals and families build a stronger financial future through education, personalized guidance, and strategic financial solutions.
Yale UniversityParalegal - Investments Yale UniversityParalegal - InvestmentsNew Haven, CT4. Organizes and updates in-house corporate documentation, including signature delegations, relevant authorizations and minute books; manages other corporate housekeeping matters, such as corporate registration fees for investment entities. The University is committed to basing judgments concerning the admission, education, and employment of individuals upon their qualifications and abilities and seeks to attract to its faculty, staff, and student body qualified persons from a broad range of backgrounds and perspectives.
Traction Forge FinancialFinancial Services & Investment Professional Traction Forge FinancialFinancial Services & Investment ProfessionalStamford, CTRemoteTraction Forge Financial, powered by the strength of Global Financial Impact (GFI), is expanding and seeking ambitious, coachable individuals who are interested in building a career in financial services while helping families prepare for their future. Life Insurance License preferred Must be willing to obtain licensing within 14-21 days if not currently licensed .
JPMorgan Chase Bank, N.A.J.P. Morgan Advisors - Investment Associate - Riverside, CT JPMorgan Chase Bank, N.A.J.P. Morgan Advisors - Investment Associate - Riverside, CTRiverside, CTFull timeProvides investment support across a diverse suite of products and applications including, but not limited to; Advisor Services, Wealth Planning & Advice, Goal Based planning, liabilities planning, banking & lending solutions, mortgages and digital offerings through JP Morgan Online and mobile suite. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
Ampcus IncorporatedPortfolio Analyst Ampcus IncorporatedPortfolio AnalystWhite Plains, NYThe role will support Project & Program Controls in building the annual/future portfolios of work, actively monitoring the performance of the current year's portfolio of projects and providing financial analysis and data to various areas of the organization to assist in decision-making. Strong communication and persuasion skills – the ability to proactively engage and talk comfortably with anyone from immediate colleagues to remote working groups, and from recent graduates to upper management.
Balyasny Asset Management LPCommodities Quantitative Analyst Balyasny Asset Management LPCommodities Quantitative AnalystGreenwich, CTThe Commodities PM Engagement team works with portfolio managers with specific focus on portfolio risk and optimization, deliver analytics, and provide actionable insights and best practices that drive business growth and enhance profitability. 2+ years of experience as a quantitative analyst, strategist or risk quant in commodity trading firm, bank, or hedge fund.
SMBCSecurities Analyst SMBCSecurities AnalystWhite Plains, NY$67,000–$80,000 / yearSoftware Systems / Programming Languages: OBS, Montran, SAA, Fedwire, BONY-BDC, AccessEdge, JPMRepo Edge, Citidirect for Securities, DTCC RTTM and CFM, MS Office (MS Word, MS Excel, MS PowerPoint), SharePoint. (SMBC), SMBC Nikko Securities America, Inc., SMBC Capital Markets, Inc., SMBC MANUBANK, JRI America, Inc., SMBC Leasing and Finance, Inc., Banco Sumitomo Mitsui Brasileiro S.A., and Sumitomo Mitsui Finance and Leasing Co., Ltd.
SMBCConfirmations Drafting Analyst SMBCConfirmations Drafting AnalystWhite Plains, NY$67,000–$80,000 / yearThe Analyst will be a member of the Capital Markets Derivative Operations team, supporting daily confirmations processes for Capital Markets derivative trading business as well as provide support for the derivative business conducted by group companies in New York, London, and Hong Kong. (SMBC), SMBC Nikko Securities America, Inc., SMBC Capital Markets, Inc., SMBC MANUBANK, JRI America, Inc., SMBC Leasing and Finance, Inc., Banco Sumitomo Mitsui Brasileiro S.A., and Sumitomo Mitsui Finance and Leasing Co., Ltd.
Point72, L.P.Trader/Quant Analyst Point72, L.P.Trader/Quant AnalystStamford, CTThe ideal candidate will have at least 3 years of experience in convertible securities (or equity/FX/rates derivatives), relative value trading strategies, and quant data analysis. The role will combine active trading and risk management and quantitative analysis to identify and execute profitable opportunities in the convertible space.
Graham Capital Management LPJunior Analyst, Treasury Operations Graham Capital Management LPJunior Analyst, Treasury OperationsNorwalk, CT$80,000–$95,000 / yearGraham harnesses the synergies between its discretionary and quantitative trading businesses to offer a broad suite of complementary alpha strategies, each built on the principles of thoughtful portfolio construction, active risk management, and diversification by design. As one of the industry's longest-standing global macro and trend-following managers, Graham remains committed to innovation, evolving its strategies through a robust investment, technology, and operational infrastructure.
DLC Management Corp.Analyst, Acquisitions & Capital Markets DLC Management Corp.Analyst, Acquisitions & Capital MarketsElmsford, NYFull timeResponsibilities:Assist the Capital Markets team in underwriting and modeling cash flow projections for new acquisitions, dispositions, recapitalizations, and refinancings utilizing Argus and Microsoft Excel . The Acquisitions & Capital Markets Analyst plays an active role with many facets of the acquisitions process including underwriting, modeling, and analysis for all real estate transactions.
Ampcus IncorporatedTreasury Analyst Ampcus IncorporatedTreasury AnalystWhite Plains, NYJob Functions & Responsibilities:Assist Managers and Analysts with day-to-day cash management in a fast-paced environment requires a proactive, detail-oriented approach focused on maximizing liquidity, reducing operational costs, and ensuring accurate, timely financial reporting. Maintain Client’s portfolio of bank accounts and treasury platforms, coordinate account openings, closures, and compliance documentation, monitor bank fees, service agreements, and support treasury system administration and controls.
AQR Capital Management LLCGlobal Stock Selection Research - Analyst/Associate AQR Capital Management LLCGlobal Stock Selection Research - Analyst/AssociateGreenwich, CT$165,000–$200,000 / yearB.S. degree from a top institution in computer science, engineering, mathematics, statistics, operations research, physics, or another quantitative discipline • Academic or practitioner experience in machine learning methodologies preferred • 2-5 years' experience working in a data-driven research environment with an alpha focus • Experience in quantitative research at a top asset manager or hedge fund preferred • Proficient programming in Python required • Experience with translating mathematical models and algorithms into code • Ability to manipulate large financial data sets for empirical research and handle complex data • Experience with machine learning software libraries such as scikit-learn, TensorFlow, or PyTorch • Experience with natural language processing technology, including LLMs and prompt engineering is a plus • Strong quantitative skills with demonstrated understanding of mathematics, probability, statistics, and linear algebra • Nuanced understanding of economic and financial concepts and demonstrated intuition around applying these concepts in a quantitative environment • Ability to work independently as well as part of a team • Demonstrated ability to express and articulate ideas and thought processes in both verbal and written form. Responsibilities: • Engage in alpha research and other quantitative analysis to improve current investment strategies in collaboration with existing research team • Perform statistical and economic research using traditional financial and alternative data to develop new alpha signals • Successful researchers manage, in collaboration with supervising portfolio manager, all aspects of the research process, including data ingestion and processing, data analysis, methodology selection, implementation, and testing, prototyping, and performance evaluation • Engage in building, training, and fine-tuning machine learning architectures for cross-sectional or time-series analysis • Learn how to use the appropriate model for the problem at hand • Construct economically nuanced features from raw data and adjust or develop new frameworks to evaluate their effectiveness • Engage with most recent academic and practitioner literature in the field • Occasionally, conduct research on various aspects of the implementation of investment strategies, such as trading cost models, risk models, optimization, and portfolio construction • Add features to proprietary research system to implement new research ideas.
Point72, L.P.NewMacro and Alternatives Trade Support Analyst Point72, L.P.Macro and Alternatives Trade Support AnalystStamford, CTLead daily confirmation and affirmation of trade activity across fixed income, rates, credit, futures, foreign exchange, options, and other over-the-counter derivative products, building scalable processes that ensure timely settlement. Point72's Operations team supports all operational aspects of trade processing, reconciliation, financing, and reporting firmwide for all products, including equities, derivatives, bonds, foreign exchange and futures, and digital assets across global markets.
Stifel2027 Eaton Partners Project Management/Execution Summer Analyst - Stamford Stifel2027 Eaton Partners Project Management/Execution Summer Analyst - StamfordStamford, ConnecticutThe 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 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.
Stifel Financial Corp2027 Eaton Partners Project Management/Execution Summer Analyst Stamford Stifel Financial Corp2027 Eaton Partners Project Management/Execution Summer Analyst StamfordStamford, CTThe 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. 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.
Valitana LLCClient Services Analyst (CLO/ABL Modeler) Valitana LLCClient Services Analyst (CLO/ABL Modeler)Stamford, CTFull timeValitana was awarded the 2026 Deal Catalyst CLO Award for Best CLO & Technology Provider – Innovation and serves approximately 100 institutional clients including CLO investors, CLO managers, hedge funds, asset managers, insurance companies, family offices, and broker dealers. Deliver responsive, white-glove support to institutional clients — including CLO managers, CLO investors, hedge funds, and asset managers — escalating complex requests as needed.
Valitana LLCClient Services Analyst Valitana LLCClient Services AnalystStamford, CTFull timeValitana was awarded the 2026 Deal Catalyst CLO Award for Best CLO & Technology Provider – Innovation and serves approximately 100 institutional clients including CLO investors, CLO managers, hedge funds, asset managers, insurance companies, family offices, and broker dealers. Vesta is Valitana's specialty and credit insurance platform, automating the full policy lifecycle — from submission to runoff — for insurers, reinsurers, and MGAs/MGUs across lines including political risk, structured risk, corporate and mortgage credit, and portfolio credit (SRTs, CLOs, NAV, and fund finance).
Starwood Capital Group2027 Investor Relations Summer Analyst Starwood Capital Group2027 Investor Relations Summer AnalystGreenwich, CTResponsibilities: • Perform research and draft responses for new and existing investor requests • Assist the global capital raising team in their fundraising efforts by identifying and researching institutional prospects • Complete custom quarterly reports for specific investors • Gather information as necessary to keep presentations, track record, website and brochures up-to-date • Interact and communicate with all levels and departments of the firm (Asset Management, Acquisitions, Capital Markets, Accounting, Legal, Treasury, Design, ) • Assist with ad-hoc projects and analyses as needed. Requirements: To be considered for the 2027 Summer Internship Program, applicants must meet the following criteria: • Currently enrolled as an undergraduate student • Anticipated graduation date: Fall 2027 - Spring 2028 • Proficient in Microsoft Excel, Word and PowerPoint • Exceptional attention to detail • Strong writing, communication and analytical skills • Highly organized with proven ability to multi-task • Composed, poised and discrete in nature with a high level of integrity • Ability to develop relationships throughout the organization.