Summer Investment Analyst - US - Summer 2026 GE Aerospace.Summer Investment Analyst - US - Summer 2026Norwalk, CTAssist in generating, structuring, and managing equity investment opportunities, both direct investments (investing directly into portfolio companies) and investments in private equity, real estate and private credit funds. Therefore, employment will be contingent upon the ability to prove that you meet the status of a U.S. Person as one of the following: U.S. lawful permanent resident, U.S. Citizen, have been granted asylee or refugee status (i.e., a protected individual under the Immigration and Naturalization Act, 8 U.S.C. 1324b(a)(3)).
Investment Due Diligence Analyst Morgan StanleyInvestment Due Diligence AnalystPurchase, NY$110,000–$185,000 / yearGlobal Investment Manager Analysis (GIMA), a unit within Investment Solutions, provides comprehensive manager due diligence on a wide range of investment strategies, including separately managed accounts, mutual funds, UCITs, exchange-traded funds, and private vehicles in the equity, fixed income, and alternative investments spaces. 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.
Senior Analyst, Strategic Investments Mastercard IncSenior Analyst, Strategic InvestmentsPurchase, NY$109,000–$175,000 / yearAll activities involving access to Mastercard assets, information, and networks comes with an inherent risk to the organization and, therefore, it is expected that every person working for, or on behalf of, Mastercard is responsible for information security and must: Abide by Mastercard's security policies and practices; Ensure the confidentiality and integrity of the information being accessed; Report any suspected information security violation or breach, and. The candidate will lead strategic minority investments Mastercard's Start Path program with the following primary responsibilities: Oversee the end-to-end Start Path investment process: including but not limited to business case development, cross-functional diligence, and negotiating transaction terms with founders.
Alternative Investments Subscriptions Analyst Morgan StanleyAlternative Investments Subscriptions AnalystPurchase, New YorkMSWM’s Alternative Investments business is an industry leading provider of alternative investments with more than $306B in assets under management* across a wide array of products, including, but not limited to hedge funds, funds of hedge funds, managed futures, private equity, private credit, real estate funds, exchange funds, real assets and digital assets. 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.
WM Global Investment Office, UHNW International Team, Analyst Morgan StanleyWM Global Investment Office, UHNW International Team, AnalystPurchase, New YorkOur 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 Analyst will serve as an integral partner to Portfolio Management, International Financial Advisors, and the Alternatives Product team to deliver customized investment solutions for UHNW international clients.
Investment Research Analyst The Progressive CorpInvestment 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 an investment research analyst, you'll conduct research analysis on an asset class, execute purchases and sales, and support the research efforts and portfolio construction of a portfolio manager.
Associate 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.
Investment Operations Analyst - Pension International Business Machines CorpInvestment Operations Analyst - PensionArmonk, NYAs a Pension Professional, you will have fiduciary responsibility for: Day-to-day contact with the custodian, record-keepers, other external service providers, and the IBM Pension investment team - coordinating operational activities and resolving issues. Support UBIT tax reporting processes in partnership with external tax providers, including data review, coordination, issue resolution and oversight of State and Federal tax payment processing.
Client Development Specialist - Holistic Investment Thesis McKinsey & Co IncClient Development Specialist - Holistic Investment ThesisDarien, CTp>You 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.).
Portfolio Manager - Active Fundamental US Equity, VP II - State Street Investment Management State Street CorpPortfolio Manager - Active Fundamental US Equity, VP II - State Street Investment ManagementStamford, CT$120,000–$202,500 / yearEnsure portfolios are managed in line with stated investment objectives, risk guidelines, benchmarks, client‑specific constraints, and applicable regulatory requirements, including 40 Act and RIC guidelines where relevant. Strong written, verbal, and presentation communication skills, with the ability to clearly articulate portfolio positioning, performance drivers, and investment rationale to internal stakeholders, clients, and consultants.
Valuation Specialist – Investment Management – Senior Associate Morgan StanleyValuation Specialist – Investment Management – Senior AssociatePurchase, New YorkOur 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 Committees carry out these functions on behalf of MSIM as a registered investment advisor as well as on behalf of the Boards of Directors / Trustees, which provide oversight in ensuring the net asset value of each fund is fair to purchasing, redeeming, and existing shareholders.
Product Development Manager - Traditional Investment Products Morgan StanleyProduct Development Manager - Traditional Investment ProductsPurchase, New YorkIn this role, you will be tasked with identifying opportunities to develop new products and services that are designed to enhance the product offering, improve client experience, and increase efficiency: Key responsibilities will include but are not limited to the following: Serve as subject matter expert in traditional investment product categories, developing a strong understanding of the competitive landscape, sales trends, product innovations and the regulatory landscape. 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.
Valuation Specialist - Investment Management - Senior Associate Morgan StanleyValuation Specialist - Investment Management - Senior AssociatePurchase, NY$100,000–$160,000 / 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 Committees carry out these functions on behalf of MSIM as a registered investment advisor as well as on behalf of the Boards of Directors / Trustees, which provide oversight in ensuring the net asset value of each fund is fair to purchasing, redeeming, and existing shareholders.
Managing Director, BDO Capital Advisors - Investment Banking BDO USA PCManaging Director, BDO Capital Advisors - Investment BankingCT$250,000–$350,000 / yearli>Analyzes client's data to identify historical and projected financial and operating trends, reviews quality of earnings, and assesses working capital considerations, potential liabilities, and risks to assist and guide decision-makers in transactions. Performs as the lead professional on engagements and serves as a principal contact for managing client deliverables, overseeing engagement colleagues, and providing real time feedback and guidance to client and diligence providers to ensure timely and efficient product delivery.
Healthcare Investment Consultant Marsh & McLennan Companies IncHealthcare Investment ConsultantNorwalk, CT$88,000–$176,000 / yearThis role can be based in Chicago, Minneapolis, St. Louis, Los Angeles, King of Prussia, New York, Boston, Norwalk, or Atlanta and offers a hybrid work arrangement, requiring a minimum of three days per week in the office. We aim to attract and retain the best people and embrace diversity of age background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, veteran status (including protected veterans), or any other characteristic protected by applicable law.
Investment Accounting Senior Analyst American International Group Inc (AIG)Investment Accounting Senior AnalystCT$87,000–$109,000 / yearp>The 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.
SVP, Head of Investment Operations & Process Excellence Sompo International Holdings LimitedSVP, Head of Investment Operations & Process ExcellencePurchase, NY$210,000–$230,000 / yearReporting to the Global Treasurer and a trusted advisor to the Global Treasurer, Chief Investment Officer, investment professionals, and regional Treasurers, the incumbent will oversee Investment Operations and develop a road map to streamline the end-to-end Treasury and Investment operations process. Influence without Authority: Builds trust and partnerships through clear communication across regions, functions, and senior leadership, influencing outcomes through credibility, insight and shared accountability.
Investment Consultant - Lake Grove, NY FidelityInvestment Consultant - Lake Grove, NYLake Grove, New YorkPlease be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career.
Financial Advisor, Truist Investment Services, Greenwich, CT Truist Financial CorpFinancial Advisor, Truist Investment Services, Greenwich, CTGreenwich, CTGeneral Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Please review the following job description: Actively source, deepen, grow and retain client relationships by providing distinctive and personalized investment advice, covering a wide range of products and solutions that are driven by clients individual goals, risk tolerances and best interests.
Private Bank Associate - Investments Bank of AmericaPrivate Bank Associate - InvestmentsMelville, New YorkPartners with their team to coordinate with specialists, including trust, family office, investments, and custody officers, as well as centralized service centers to deliver an integrated service experience to the client including identifying and resolving client issues in an effective and timely manner. Job expectations include managing the execution of client service activities such as initiating and monitoring account opening and asset transfers, handling client inquiries, and coordinating with specialists and service centers to deliver an integrated service experience to the client.
Investment Services Support Specialist Teachers Federal Credit UnionInvestment Services Support SpecialistFarmingville, NY$23.50–$30.35 / hourMaintains a sales and referral database and uses telemarketing and customer profiling to generate leads and additional business opportunities with existing and prospective clients. Recognized by Forbes Magazine as one of America's Best-In-State Credit Unions in 2025, Teachers has grown into one of the nation's leading credit unions.
Director Member Investment Sales and Services Teachers Federal Credit UnionDirector Member Investment Sales and ServicesHauppauge, NYThe Director leads Investment Service Coordinators who support financial advisors affiliated with LPL through TruStage and ensures the delivery of a compliant, member-focused, and growth-oriented investment program. Summary: The Director, Member Investment Sales & Service provides strategic leadership and operational oversight for the credit union's investment services and insurance programs.
Tax 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.
Investment Advisory Program Manager, Associate Morgan StanleyInvestment Advisory Program Manager, AssociatePurchase, NY$57,000–$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 ideal candidate will excel in managing multiple products, collaborating with cross-functional teams, developing strong relationships with Financial Advisors, and delivering innovative solutions that meet clients' investment needs.
Associate General Counsel - Investment and Trading (USA) Trexquant InvestmentAssociate General Counsel - Investment and Trading (USA)Stamford, CTAdvise on financial market and global trading regulatory obligations, including regulatory developments and the management of legal matters related to execution, trading, and operations, as well as the technology that supports professional trading. We are seeking an Associate General Counsel with a background in investment and trading to help lead our continued growth through sound legal guidance, industry insight, and close collaboration with management and cross-functional teams.
J.P. Morgan Wealth Management - Private Client Investment Associate - Long Beach, NY JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Investment Associate - Long Beach, NYLong Beach, NYAid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation. 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.
J.P. Morgan Wealth Management - Private Client Investment Associate - Riverhead. NY JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Investment Associate - Riverhead. NYNYli>Aid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation. 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.
J.P. Morgan Wealth Management - Private Client Investment Associate - East Meadow, NY JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Investment Associate - East Meadow, NYEast Meadow, NYAid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation. 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.
J.P. Morgan Wealth Management - Private Client Investment Associate - Huntington, NY JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Investment Associate - Huntington, NYHuntington, NYAid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation. 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.
J.P. Morgan Wealth Management - Private Client Investment Associate - Westchester, NY JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Investment Associate - Westchester, NYNYli>Aid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation. 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.
Corporate Associate – Private Equity (Investment Management/ Funds) Day Pitney LLPCorporate Associate – Private Equity (Investment Management/ Funds)CTp>• 3-6 years of demonstrated investment management and private fund formation experience • Excellent technical, professional, and client service skills • Strong written and verbal communication skills • Team-oriented with an emphasis on collaboration • Effective and efficient problem-solving capabilities with the ability to work independently and proactively, and to develop creative solutions to meet client and team needs • Bar admission in good standing in the jurisdiction you plan to practice. This position can reside in any of Day Pitneys offices including Connecticut, Florida, Massachusetts, New Jersey, New York, Rhode Island, or Washington D.C. We are seeking candidates with strong experience in the areas of investment management and private funds, including investment adviser regulatory matters and formation of open and closed-end private funds.
Business Architect, VP III - State Street Investment Management State Street CorpBusiness Architect, VP III - State Street Investment ManagementStamford, CT$120,000–$217,500 / yearp>You 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.
Sustainability Investments Manager PepsiCo IncSustainability Investments ManagerPurchase, NY$110,700–$185,250 / yearThe Strategic Investments and Partnerships team sits within the Global Sustainability Office and is focused on the intersection of finance and impact, supporting the business by: Integrating & driving a $/Impact mindset across the PEP system enabling better, faster and stronger decision making. From how we source ingredients, make and sell our products in a more sustainable way, inspire consumers through our iconic brands to make better choices for themselves and the planet; to how we support communities and improve livelihoods throughout our supply chain, we are embracing our role as a leader among our peers and in our communities.
Investment Consultant Fairfield, CT The Charles Schwab CorpInvestment Consultant Fairfield, CTFairfield, CTYou'll learn what it takes to build a book of business through proactive, outbound calls to existing Schwab clients, uncovering opportunities through needs-based analysis and positioning appropriate products and solutions. The first foray into the path towards becoming a Financial Consultant (FC) at Schwab, the IC role provides the exposure and experience required to advance in this challenging space.
Alternative Investments Service Manager Morgan StanleyAlternative Investments Service ManagerPurchase, NY$85,000–$135,000 / yearMSWM's Alternative Investments business is an industry leading provider of alternative investments with more than $290B in assets under management across a wide array of products, including, but not limited to hedge funds, funds of hedge funds, managed futures, private equity, private credit, real estate funds, exchange funds, real assets and digital assets. 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.
Director of Investments Morgan StanleyDirector of InvestmentsPurchase, NY$90,000–$130,000 / 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 Sales Associate Morgan StanleyAlternative Investments Sales AssociatePurchase, New YorkAs an expert and trusted resource within the AI Sales team, the AI Sales Associate will act as a contact on the internal sales desk for the respective sales territory and assist in the coordination of all sales efforts for the MSWM Alternative Investments platform, including: hedge funds, private equity, private credit, private real estate funds, managed futures, exchange funds and other Alternative Investment strategies. 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 Investment & Private Markets Attorney Morgan StanleyAlternative Investment & Private Markets AttorneyPurchase, New YorkOur 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. -- Experience reviewing and interpreting statutes, rules and regulations, with knowledge of U.S. securities laws including Investment Advisers Act of 1940, Securities Act of 1933 (including Regulation D), the Securities Exchange Act of 1934, and/or the Investment Company Act of 1940.
Tax Managing Director, Alternative Investments BDO USA PCTax Managing Director, Alternative InvestmentsStamford, CT$190,000–$335,000 / yearp>Job Summary: 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. The 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.
Entry-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.
Associate General Counsel - Investment and Trading (USA) Trexquant Investment LPAssociate General Counsel - Investment and Trading (USA)Stamford, CTli>Advise on financial market and global trading regulatory obligations, including regulatory developments and the management of legal matters related to execution, trading, and operations, as well as the technology that supports professional trading. We are seeking an Associate General Counsel with a background in investment and trading to help lead our continued growth through sound legal guidance, industry insight, and close collaboration with management and cross-functional teams.
Operational Due Diligence Manager, Assistant Vice President - State Street Investment Management State Street CorpOperational Due Diligence Manager, Assistant Vice President - State Street Investment ManagementStamford, CT$75,000–$123,750 / yearWhat you will be responsible for: Assist (Lead with experience) with initial and ongoing third party manager and sub advisor operational due diligence reviews, including performing document reviews, participating in Ops DD meetings, and producing reports as directed by Senior Ops DD team members. The future candidate will be required to independently liaise with external partners, investment managers, sub advisors, and internal cross-functional teams.
Multi-Asset Solutions Execution & Partnerships, Assistant Vice President - State Street Investment Management State Street CorpMulti-Asset Solutions Execution & Partnerships, Assistant Vice President - State Street Investment ManagementStamford, CT$90,000–$157,500 / yearAs an essential partner in our shared success, you'll benefit from inclusive development opportunities, flexible work-life support, paid volunteer days, and vibrant employee networks that keep you connected to what matters most. This role focuses on driving execution and supporting the growth of model portfolio solutions and strategic partnerships across key client segments.
Investment Management - Business Strategy Manager Deloitte Touche Tohmatsu LtdInvestment Management - Business Strategy ManagerCT$155,600–$306,800 / yearAs a global leader in providing consulting services to the asset management industry, Deloitte works with clients to position against strategic growth dynamics, enhance the investment operating model, differentiate through distribution and client experience and drive scale through enterprise operating model optimization. Strategy Managers work among strategic advisors to help our clients shape growth strategies, assess market opportunities, refine competitive positioning, redesign operating models, and drive enterprise-wide transformation initiatives.
Risk Management and Internal Controls – Investment Solutions Products Morgan StanleyRisk Management and Internal Controls – Investment Solutions ProductsPurchase, New YorkOur 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. Risk Identification – Assist in planning and performing internal reviews of procedures and controls residing within various product and business areas to ensure that controls are adequately designed and are operating effectively in preparation for all audits, compliance exams, and regulatory inquiries.
Risk Management and Internal Controls - Investment Solutions Products Morgan StanleyRisk Management and Internal Controls - Investment Solutions ProductsPurchase, NY$85,000–$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. Primary responsibilities include: Supporting BCU Officer(s)in the following areas: EquityZen Migration - Assist in the migration of newly acquired Equity Zen business processes with a focus on developing and implementing of the control framework.
Fiduciary Tax Manager - Charitable Asset Management, VP II - State Street Investment Management State Street CorpFiduciary Tax Manager - Charitable Asset Management, VP II - State Street Investment ManagementStamford, CT$110,000–$188,750 / yearAs an essential partner in our shared success, you'll benefit from inclusive development opportunities, flexible work-life support, paid volunteer days, and vibrant employee networks that keep you connected to what matters most. Ability to conduct independent research on planned giving-related tax topics, prevailing tax regulations and be able to generate value-added ideas to clients and to the team.
Product Manager - Client Experience Pathways, VP II - State Street Investment Management State Street CorpProduct Manager - Client Experience Pathways, VP II - State Street Investment ManagementStamford, CT$110,000–$188,750 / yearState Street Investment Management ("State Street IM," formerly known as State Street Global Advisors or SSGA) is seeking an experienced Product Manager to drive enterprise transformation and deliver scalable, client‑centric outcomes across the Client Experience ecosystem. What You Will Be Responsible For: Own product leadership for current‑state Middle Office integration with Client Experience platforms, coordinating performance, accounting, security master, and index data flows across the ecosystem.
Financial Advisor, Truist Investment Services, Greenwich, CT Truist BankFinancial Advisor, Truist Investment Services, Greenwich, CTGreenwich, ConnecticutGeneral Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Actively source, deepen, grow and retain client relationships by providing distinctive and personalized investment advice, covering a wide range of products and solutions that are driven by clients' individual goals, risk tolerances and best interests.
J.P. Morgan Advisors - Investment Associate - Riverside, CT JPMorgan Chase & CoJ.P. Morgan Advisors - Investment Associate - Riverside, CTRiverside, CTRequired Qualifications, Capabilities, and Skills: • 5 years experience in the Financial Services industry • Bachelors degree or equivalent experience • Series 7 & 66 licenses upon hire or must successfully obtain within 180 days from start date • Proven ability to be a self-starter, act as an end-to-end owner of tasks, and work independently in a fast-paced environment • Proactively identify and deliver appropriate solutions that address the needs of our clients • Ability to communicate effectively with clients and team members while maintaining professionalism in difficult situations. • Provides 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.