Investment Analyst Lykos Global Management LPInvestment AnalystStamford, CTFinance: Lykos Global Management LP seeks Investment Analyst in Stamford, CT to perform fin'l analysis & build valuation models to support firm's investment thesis dvlpmt across public & priv companies. occupation: building fin'l models for equity investments, incl discounted cash flow models, comparable company analysis, & fin'l projections using Microsoft Excel.
NewSenior Associate, NYFS Alternative Investments KPMGSenior Associate, NYFS Alternative InvestmentsStamford, CTWork with KPMGs extensive network of specialists; enjoy access to our Ignition Centers, where deep industry knowledge merges with cutting-edge technologies to create innovative tax solutions. These include the duties and responsibilities listed above, as well as the abilities to adhere to company policies, exercise sound judgment, effectively manage stress and work safely and respectfully with others, exhibit trustworthiness, and safeguard business operations and company reputation.
NewInvestment Analyst - Commercial Real Estate Finance NorthmarqInvestment Analyst - Commercial Real Estate FinanceWhite Plains, New YorkClient Service – At the direction of Managing Director or Producer, responsible for providing lenders, borrowers, and internal teams with a best-in-class experience by providing reliable, high-quality service in a prompt, friendly, and professional manner. Northmarq is a unique capital markets resource for commercial real estate investors, providing our clients access to experts in debt, equity, investment sales, loan servicing, and fund management.
NewInvestment 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.
Investment Analyst Elite Placement GroupInvestment AnalystSouthport, ConnecticutOur client is a rapidly growing financial services organization seeking a high-potential Corporate Development & Strategic Finance Associate to work directly with executive leadership on acquisitions, capital markets initiatives, financial planning, and strategic decision-making. The position is ideal for someone looking to leverage investment banking or private equity experience in a highly entrepreneurial environment where they can make a meaningful impact on business growth and strategy.
Associate Portfolio Manager, Investment Solutions Group Brown AdvisoryAssociate Portfolio Manager, Investment Solutions Groupbrentwood, NY$140,000–$165,000 / yearAbu Dhabi | Austin | Baltimore | Boston | Delaware | Frankfurt | London | Nashville | New York | North Carolina | San Francisco | Singapore | Southern California | Tokyo | Virginia | Washington, D.C. Position Summary. Brown Advisory is an independent investment management and strategic advisory firm committed to delivering a combination of first-class performance, strategic advice and the highest level of client service.
Portfolio Manager, Investment Solutions Group Brown AdvisoryPortfolio Manager, Investment Solutions Groupbrentwood, NY$200,000–$250,000 / yearAbu Dhabi | Austin | Baltimore | Boston | Delaware | Frankfurt | London | Nashville | New York | North Carolina | San Francisco | Singapore | Southern California | Tokyo | Virginia | Washington, D.C. Job Description. Brown Advisory is an independent investment management and strategic advisory firm committed to delivering a combination of first-class performance, strategic advice and the highest level of client service.
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.
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.
NewAlternative Investments Subscriptions and Redemptions Analyst Morgan StanleyAlternative Investments Subscriptions and Redemptions AnalystPurchase, New York$70,000–$115,000 / yearMSWM’s Alternative Investments business is an industry leading provider of alternative investments with more than $300B in assets under management across a wide array of products, including, but not limited to hedge funds, private equity, private credit, real estate, real assets, exchange funds, digital assets and tax-advantaged 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.
Managing Director, Capital Advisors - Investment Banking bdo consultingManaging Director, Capital Advisors - Investment BankingStamford, CT$250,000–$350,000 / yearAnalyzes 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.
RIA Regional Consultant - Enterprise Rias, VP III - State Street Investment Management State Street CorporationRIA 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.
Investment Accounting Senior Analyst American International GroupInvestment Accounting Senior AnalystWilton, CT$87,000–$109,000 / 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.
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.
NewMarketing Manager - North America, VP II - State Street Investment Management State Street CorporationMarketing Manager - North America, VP II - State Street Investment ManagementStamford, CT$110,000–$188,750 / yearReporting directly to the Head of North America Marketing, the ideal candidate will have extensive Institutional marketing experience as well as experience leading registered and non-registered product launches and multi-channel, integrated marketing campaigns leveraging various marketing tactics such as paid search, advertising, paid media, social, in-person and virtual events, public relations, content, and digital experience. The role will collaborate with members of Intermediary and Institutional Sales, Client Enablement, Strategy and Research, Product Development, Business Intelligence, Compliance and other internal teams to develop marketing strategies, align on messaging and lead integrated marketing campaigns from conception to execution.
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. Advise the Compliance, Technology, Finance, Investor Relations, and Management teams on financial and business legal risks, with the support of Regulatory Counsel.
NewSenior Accounting Associate, Investment Dalio Family OfficeSenior Accounting Associate, InvestmentWestport, Connecticut$150,000–$200,000 / yearExperience accounting for a variety of asset classes, including public markets, fixed income, hedge funds, private equity, venture capital, and other alternative investments. Own accounting and reporting for a diverse portfolio of investments, including public equities, fixed income securities, private investments, and alternative assets.
Senior Investment Accountant - Derivatives Athene Holding LTDSenior Investment Accountant - DerivativesGreenwich, CT$97,617.60–$146,426.40 / yearLead continuous improvement projects and challenge current processes within the team, including identifying opportunities to leverage AI within monthly and quarterly close activities. Accountabilities: Responsible for the investment accounting close activities including the preparation of journal entries, management reports and account reconciliations.
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 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.