23 Results for

Investment Jobs in Fairfield, CT

Jobs

New!

Stamford, CT3 days ago

$190,000–$335,000 Per Year

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. 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.

Purchase, NY30+ days ago

$230,000–$368,000 Per Year

o 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.

Westport, CT30+ days ago

$215,000–$310,000 Per Year

Structuring, 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.

Shelton, CT30+ days ago

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. 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.

Wilton, CT30+ days ago

$105,000–$142,000 Per Year

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.

Westport, CT30+ days ago

Success 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.

Greenwich, Connecticut29 days ago

Along 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.

Stamford, CT30+ days ago

Your 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.

New Haven, CT30+ days ago

Remote

Through 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.

Stamford, CT30+ days ago

Remote

Through 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.

Stamford, CT30+ days ago

Remote

Traction 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 .

Riverside, CT30+ days ago

Full-time

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. 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.

White Plains, NY30+ days ago

The 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.

White Plains, NY15 days ago

$67,000–$80,000 Per Year

The 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.

White Plains, NY30+ days ago

$67,000–$80,000 Per Year

Software 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.

White Plains, NY30+ days ago

Job 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.

Elmsford, NY30+ days ago

Full-time

Responsibilities: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.

Stamford, Connecticut30+ days ago

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. 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.

Stamford, CT20 days ago

Full-time

Valitana 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.

Stamford, CT20 days ago

Full-time

Valitana 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).

New!

Queens, NY6 days ago

long-term capital gains, and alternatives to selling (redirecting contributions); Build tax-loss harvesting scenarios that test the wash-sale rule in both directions — including the 30-day backward window and substantially identical securities across different fund families and tickers; Develop suitability check cases probing risk tolerance, time horizon, prohibited holdings, and concentration limits against a client's Investment Policy Statement; Design ESG look-through scenarios where the fund label diverges from actual holdings due to subsidiary relationships or narrow exclusion methodologies; Construct fee-stack analysis cases: portfolio-weighted expense ratios, advisory fees, all-in cost comparisons against category benchmarks; Author goal-projection scenarios that test whether the agent uses assumption-based language and never slips into commitment language when prompted to be reassuring; Document test cases clearly with verified calculations, policy citations, and correct answers. Ideally, contributors will have: Degree in Finance, Economics, Business Administration, Accounting, or related field — or equivalent professional experience; no specific degree is required if CFA charterholder status or comparable credentials are present; 3+ years of experience managing portfolios or writing investment research in a fiduciary context (RIA, private wealth, asset management, family office, or bank trust); Ability to compute time-weighted returns, attribution effects (Brinson framework), and portfolio-weighted expense ratios without assistance; Practical knowledge of the wash-sale rule applied in both directions, tax-lot accounting methods (FIFO, specific identification, HIFO), and short- vs.

New!

Stamford, CT1 day ago

$200,000–$240,000 Per Year

As a senior fixed income analyst,you'll conduct deep research analysis on an asset class, execute purchases and sales, and support the research efforts and portfolio construction of a portfolio manager. In this role, you'll work closely with portfolio managers on security research and valuation, while following market and security developments.

Farmingdale, New York15 days ago

We are seeking a motivated and analytical Financial & Operations Analyst to support reporting, business performance analysis, operational insights, and strategic initiatives within a growing Medical Equipment company. This individual will work directly with company leadership to help drive data-informed decision-making across sales, operations, finance, and overall business performance.

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Investment Jobs in Fairfield, CT

Tax Managing Director, Alternative Investments bdo consulting

Vice President, Mergers and Acquisitions (Minority Investment) MasterCard

Associate Counsel, Investment Management Bridgewater Associates

Commercial Real Estate Investment Sales Associate (White Plains,NY) NORTHEAST PRIVATE CLIENT GROUP LLC

Investment Accounting, Manager American International Group

Engineering Manager, AI Enabled Investment Platforms Bridgewater Associates

Investment Accounting Manager Berkley

Real Estate Agent / Associate (Investment Sales) Greysteel Company Llc

Entry-Level Investment & Protection Advisor (Remote) Traction Forge Financial

Entry-Level Financial Investment Planner (Remote) Traction Forge Financial

Financial Services & Investment Professional Traction Forge Financial

J.P. Morgan Advisors - Investment Associate - Riverside, CT JPMorgan Chase Bank, N.A.

Portfolio Analyst Ampcus Incorporated

Confirmations Drafting Analyst SMBC

Securities Analyst SMBC

Treasury Analyst Ampcus Incorporated

Analyst, Acquisitions & Capital Markets DLC Management Corp.

2027 Eaton Partners Project Management/Execution Summer Analyst - Stamford Stifel

Client Services Analyst (CLO/ABL Modeler) Valitana LLC

Client Services Analyst Valitana LLC

Senior Portfolio Manager - Freelance AI Trainer Mindrift

Senior Fixed Income Analyst Progressive Casualty Insurance Company

Financial Operations Analysts Spark Recruiting

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