NewABOR/IBOR Business Systems Analyst - Investment Accounting MassMutualABOR/IBOR Business Systems Analyst - Investment AccountingSPRINGFIELD, MAThis role leverages problem solving and analytical skills to design technical solutions related to data management and system integration challenges and contributes to troubleshooting efforts across multiple functional areas including General Investment Accounts, Separate Investment Accounts, Securities & various technology platforms supporting Investments. Ability to develop a strong understanding of business processes and functional requirements and skill to be able to translate business requirements into succinct functional / technical specifications, experience writing ETL requirements, and providing close oversight of specifications.
NewIBOR Business Systems Analyst - Investment Management Technology MassMutualIBOR Business Systems Analyst - Investment Management TechnologySPRINGFIELD, MAThis role leverages problem solving and analytical skills to design technical solutions related to data management and system integration challenges and contributes to troubleshooting efforts across multiple functional areas including General Investment Accounts, Separate Investment Accounts, Securities & various technology platforms supporting Investments. Ability to develop a strong understanding of business processes and functional requirements and skill to be able to translate business requirements into succinct functional / technical specifications, experience writing ETL requirements, and providing close oversight of specifications.
NewInvestment Product Consultant MassMutualInvestment Product ConsultantSPRINGFIELD, MAIn this role, you will directly impact the success and growth of the PHOM platform by improving product functionality, ensuring accurate data reporting, and supporting new program launches across Wealth Management Services. As an Investment Product Consultant , you will play a key role in managing and evolving the Proprietary Home Office Models (PHOM) platform, a rapidly growing offering projected to scale from $3B to $10B in assets under management.
Investment Banking - Managing Director, Mergers & Acquisitions (M&A) PKFOD CareersInvestment Banking - Managing Director, Mergers & Acquisitions (M&A)Wethersfield, ConnecticutWith roots tracing to 1891, more than 1,900 professionals led by over 200 partners in 19 offices and an international network of resources in 400 cities worldwide, the firm provides a complete range of accounting, auditing, tax and management advisory services. At PKF Investment Banking, we are focused on providing the highest level of M&A advisory services to privately held family- and founder-owned companies with revenue between $15 million and $350 million in a diverse group of industries.
Associate, Investment Operations (Hybrid) Selective Insurance Group IncAssociate, Investment Operations (Hybrid)Farmington, CT$76,000–$98,000 / yearSelective's unique position as both a leading insurance group and an employer of choice is recognized in a wide variety of awards and honors, including listing in Forbes Best Midsize Employers in 2025 and certification as a Great Place to Work in 2025 for the sixth consecutive year. Support month-end investment close activities by assisting investment accounting with tie-outs of cash, positions, income, and realized/unrealized activity; maintain close checklists; and resolve exceptions ahead of reporting deadlines.
Associate, Investment Operations (Hybrid) Selective Insurance Company of AmericaAssociate, Investment Operations (Hybrid)Farmington, Connecticut$76,000–$98,000 / yearFull timeSelective's unique position as both a leading insurance group and an employer of choice is recognized in a wide variety of awards and honors, including listing in Forbes Best Midsize Employers in 2025 and certification as a Great Place to Work® in 2025 for the sixth consecutive year. Support month-end investment close activities by assisting investment accounting with tie-outs of cash, positions, income, and realized/unrealized activity; maintain close checklists; and resolve exceptions ahead of reporting deadlines.
Symmetry - Senior Investment Associate HR & Talent AcquisitionSymmetry - Senior Investment AssociateGlastonbury, CTFull timeThis role bridges investment research, wealth strategies, portfolio oversight, and advisor support, ensuring that portfolios and strategies are implemented accurately, aligned with the firm's investment strategy, and periodically enhanced. Work as a member of the portfolio management team on managing Symmetry's ETF & Mutual Fund model portfolios, SMAs, and other strategies, including portfolio operations, sub-Advisor oversight, reporting and regulatory responsibilities.
NewSenior Consultant, Industry Solutions, Investment Management - Simcorp Deloitte Touche Tohmatsu LtdSenior Consultant, Industry Solutions, Investment Management - SimcorpHartford, CT$128,000–$252,500 / yearOur clients include asset, wealth, and investment advisers and administrators from every sector of the industry, including investment managers, broker-dealers, banks, insurance companies, mutual funds, hedge funds, private equity, alternative products, and other money managers. The ideal candidate will have demonstrated experience driving strategic business and technology transformations in the wealth management industry combined with executive relationship-building, leadership, coaching, and communication skills.
Real Estate Investment Accountant Accenture PlcReal Estate Investment AccountantHartford, CTThe team's specific responsibilities include reconciliation of transactional data from various sub ledgers Clearwater, Investran, and LMS to the general ledger and ultimately the client s financial statements as well as all related external reporting for investments 10Q K, Financial Supplement, STAT Audited Financials and Investment NAIC reporting. Key Responsibilities: Manage the accounting processes related to the monthly and quarterly accounting close to ensure accuracy of invested assets data specifically work on real estate funds and review property financials.
Sr Analyst - Investment Accounting PHL Variable Insurance CompanySr Analyst - Investment AccountingHartford, CT$76,000–$110,000 / yearAssist in GAAP and statutory analysis for debt and equity securities, derivatives and other financial instruments, including analysis of fair and book values, unrealized gains/losses, and maintaining inventory of other comprehensive income and temporary and other than temporary impairments. As part of a young and growing financial services enterprise, our employees are tapping into a new entrepreneurial spirit while they build on a long track record of putting customers first, understanding the evolving income and protection needs, and developing quality products to meet those needs.
NewInvestment Analyst/Accountant CFSInvestment Analyst/AccountantHartford, CT$60,000–$93,000 / yearWork for a manager who has a very collegial mindset – for someone who is motivated and detailed oriented they will benefit from the opportunity to learn from a manager with solid skills who has a background formerly from Big4 public accounting. The Investment Analyst collaborates across Finance, Accounting, Treasury and external managers/custodians to ensure data integrity, timely close.
Investment Banking Manager Accenture PlcInvestment Banking ManagerHartford, CTSynthesize client business and technology needs by evaluating a broad range of solutions, architectures, and operating models, selecting the most appropriate approaches to meet specific client requirements. You'll get to work with an amazing mix of world-class experts with access to the most robust portfolio of capabilities and ecosystem relationships in the industry, all while having unrestricted client access.
CSI Investment Assistant II - Chestnut Hill, MA or Hartford, CT Citizens Financial Group IncCSI Investment Assistant II - Chestnut Hill, MA or Hartford, CTCT$25–$26.50 / hourYou will occasionally be responsible for selected marketing activities including contacting the assigned Wealth Advisor's book of business to solidify relationships, coordinating all prospecting and follow-up efforts (telemarketing), serving as the client liaison for affiliated companies, assisting in coordinating client seminars, following up on referrals received from business partners, and providing sales activity reporting. Citizens Securities, Inc. is a high-quality investment services provider, focused on helping clients reach their short- and long-term financial goals, while growing market shares in the states in which we currently operate.
Sr Analyst - Investment Accounting The Nassau Companies of New YorkSr Analyst - Investment AccountingHartford, CT$76,000–$110,000 / yearPart timeAs part of a young and growing financial services enterprise, our employees are tapping into a new entrepreneurial spirit while they build on a long track record of putting customers first, understanding the evolving income and protection needs, and developing quality products to meet those needs. Assist in GAAP and statutory analysis for debt and equity securities, derivatives and other financial instruments, including analysis of fair and book values, unrealized gains/losses, and maintaining inventory of other comprehensive income and temporary and other than temporary impairments.
Investment Allocation Analyst RocketFin Consulting LtdInvestment Allocation AnalystSpringfield, MA$80–$87 / hourThe Impact: The Investment Allocation Analyst will contribute to the trade processing and investment tracking by: · Allocate newly purchased securities to subsidiaries and product lines · Coordinate allocations for upcoming purchases with asset managers and investment onboarding team · Automate and continuously improve existing processes · Share investment details with portfolio managers and solicit allocation preferences · Partner with IT to validate new system functionality as well as regression test the allocation process The Minimum Qualifications · Bachelor's degree or higher. The "GIA and VA Asset Modeling & Development" team of Quant R&D has primary responsibilities for modeling all of the GIA's assets, ensuring and maintaining critical Portfolio Management dependent operations for the GIA and Variable Annuity programs, and generating ALM pricing and risk analytics for all of Quantitative Portfolio Management's hedging programs.
Investment Accounting Tax Manager - Provisions Lee Hecht HarrisonInvestment Accounting Tax Manager - ProvisionsSpringfield, MA$115,000–$152,000 / yearIn this role you will be responsible for provisions and will partner with Senior leadership to manage day-to-day operations across investment tax portfolio, spanning provisions, compliance and deferred tax processes. Drive day-to-day execution of tax provision (ASC 740), compliance, and deferred tax reconciliation processes across all investment asset classes, ensuring accuracy and timeliness of deliverables.
Commercial 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.
Investment Accounting Manager Yale UniversityInvestment Accounting ManagerNew Haven, CT$105,000–$174,000 / yearThis role is responsible for developing and maintaining accounting policies and procedures aligned with GAAP and applicable regulatory and tax requirements; evaluating and implementing new and proposed accounting guidance; analyzing complex investment transactions and ensuring appropriate accounting treatment; and overseeing the preparation of monthly, quarterly, and annual investment support schedules, as well as year-end close processes. The Investment Accounting Manager builds and maintains robust investment accounting processes and internal controls, serves as the primary point of contact for auditors on investment accounting matters, and collaborates cross-functionally with internal teams and external partners.
Insurance Portfolio Manager - Cigna Investment Management - Hybrid The Cigna GroupInsurance Portfolio Manager - Cigna Investment Management - HybridCT$115,000–$191,600 / yearOur ideal candidate has experience in insurance portfolio management, enjoys solving complex problems with smart people while managing competing priorities, has both big picture thinking and attention to detail and likes working with cross functional teams. These states include: Alabama, Alaska, Arizona, Arkansas, Delaware, Florida, Georgia, Hawaii, Idaho, Iowa, Kansas, Maryland, Massachusetts, Michigan, Nebraska, Ohio, Pennsylvania, Texas, Utah, Vermont, and Washington State.
Investment Quantitative Product Consultant Massachusetts Mutual Life Insurance CompanyInvestment Quantitative Product ConsultantMA$99,800–$131,000 / yearYou'll partner closely with QRD, Portfolio Management, and Technology to turn investment and quantitative needs into scalable, high‑quality solutions-supporting portfolio construction, investment analysis, and scenario testing in an Agile/DevOps environment. As an Investment Quantitative Product Consultant on the Quantitative Product Development team within Quantitative Research & Development (QRD), you'll build and improve the portfolio management and analytics tools used by Portfolio Managers, Quantitative Strategists, and Investment Research teams.
Director of Alternative Investments Massachusetts Mutual Life Insurance CompanyDirector of Alternative InvestmentsSpringfield, MA$137,800–$180,800 / yearThe position will lead a team of MassMutual employees focused on ensuring the accurate, timely completion of monthly, quarterly, and annual accounting close cycles for these asset classes, including oversight of accounting services and reporting deliverables prepared by third-party administrators and service providers. You will thrive in a dynamic and agile accounting environment focused on both disciplined execution and continuous improvement, while partnering collaboratively across Investments, Financial Reporting, Accounting Policy, Tax, Capital Management, business unit controllers, auditors, vendors, and other stakeholders.
Investment Accounting Manager - Governance Massachusetts Mutual Life Insurance CompanyInvestment Accounting Manager - GovernanceSpringfield, MA$128,000–$168,000 / yearWe are seeking an accounting professional who wants to join a highly motivated team of professionals focused on proactively driving the development and execution of process improvements, meaningful analysis and improved coordination with the business partners for Investment activities. Through the nature of this role, which involves coordinating and facilitating with our team of external consultants and internal business partners at MassMutual, you will have high visibility to leadership within Controllers Organization as well as more broadly across Corporate Finance and Investment Management.
Senior Financial Analyst, Investment Planning (Hybrid Schedule) Eversource EnergySenior Financial Analyst, Investment Planning (Hybrid Schedule)Berlin, CT$107,890–$119,880 / yearWorking with field operations, assists in developing Expense and Capital operating budgets which are derived from the Work Plan and performs analysis and reporting of Expense and Capital budget performance for the assigned areas. Current guidelines require employees to work at least three days in the office, including Tuesdays and Wednesdays, with the third day set by the employee and supervisor based on department needs.
AVP, Investment Product Manager KKR & Co IncAVP, Investment Product ManagerHartford, CT$135,000–$148,000 / yearManage fund expenses and budgets in coordination with Funds' treasurer, including: budget review and accrual processes; ongoing review of fund expenses and contractual and administrative fees; monitor Fund expense ratios; review, track and process fund invoices; analyze and recommend changes in expense caps when appropriate; provide detailed pro-forma analysis for proposed fee or expense changes or other initiatives with financial impact. Manage Investment Adviser expenses and profitability including: Adviser expense allocations; coordination with internal finance teams on Adviser budgets and expense projections; review, track and process Adviser invoices; assess impact of fund initiatives on Adviser profitability; prepare profitability reports.
Entry-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.
Commercial Real Estate Investment Sales Associate (White Plains,NY) Northeast Private Client GroupCommercial Real Estate Investment Sales Associate (White Plains,NY)Shelton, ConnecticutNortheast Private Client Group® is a commercial real estate brokerage that specializes in mixed-use, retail, industrial and multifamily real estate, exclusively representing investors, property owners, and professional real estate investors. Northeast 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.
Finance & Investment Operations Analyst Yale InvestmentsFinance & Investment Operations AnalystNew Haven, ConnecticutUnder the leadership of our Chief Investment Officer Matthew Mendelsohn, Yale Investments implements the Yale Model, an investment framework that has been influential in reshaping how university endowments and other large institutional investors manage their funds. Yale Investments is widely regarded as one of the top institutional investors in the world, achieving market-leading returns over the past 30 years and enabling the education, research, and innovation that Yale contributes to humanity.
Producer - Transactional Risk Sales (Remote - US) First American Financial CorpProducer - Transactional Risk Sales (Remote - US)Hartford, CTRemoteFirst American reasonably believes that a criminal history may have a direct, adverse and negative relationship with the following material job duties for this position potentially resulting in the withdrawal of the conditional offer of employment: handling of confidential, proprietary or trade secret information belonging to First American or its customers, administrating or facilitating financial transactions, and the ability to meet customer-imposed criminal history requirements. Compiles lists of prospective customers for use as sales leads, based on information from newspapers, business directories, industry ads, trade shows, Internet Web sites, and other sources.
Licensed Private Client Banker KeyCorpLicensed Private Client BankerMadison, CT$25–$38.46 / hourConsumer Retail - Prolonged Standing (5-8 hours per day), frequent use of hands to manipulate/grasp objects, ability to communicate face to face and on the phone with clients, occasional bending and lifting from floor height, frequent forward reach, frequent lifting of 1 - 10 lbs., occasional lifting of up to 30 lbs. Developing strong partnerships with branch teammates and line of business partners through in-person meetings- focusing on client acquisition and deepening the relationship of current clients; effectively managing internal and external centers of influence.
Commercial Banker - Emerging Middle Market - Vice President JPMorgan Chase & CoCommercial Banker - Emerging Middle Market - Vice PresidentHartford, CTRequired Qualifications, Capabilities, and Skills: Five plus years of lending or credit support related experience with a focus on business relationships Understanding of Commercial Banking products and services Methodical approach to market activities and prospecting, demonstrate proven client relationship skills, and can engage with CEOs and CFOs Ability to collaborate with internal partners and resources Demonstrated experience of meeting or exceeding sales goals Excellent organizational skills and the ability to manage, prioritize, work under pressure, and meet tight deadlines Strong interpersonal and influencing skills, with the ability to establish credibility and strong partnership with senior business and control partners Deep local connections and market knowledge. Preferred Qualifications, Capabilities, and Skills: Bachelor's degree and formal credit training preferred Sales management, business development skills, proficiency in building and maintaining positive client relationships Strong creative solution, problem-solving abilities, flexible to changing business priorities and ability to multitask Excellent business judgment, strategic thinking, self-directed, proactive, and creative.