47 Results for

Investment Jobs in Farmington, CT

Jobs

Farmington, CT30+ days ago

Position Summary: The Investment Analyst supports the healthcare system's investment functions with a primary focus on monthly and quarterly investment reconciliations and reporting for both the long-term portfolio and operating investments. Knowledge, Skills and Ability Requirements: Extensive Knowledge of: Minimum: o Strong proficiency with Excel (advanced functions, pivot tables, lookups), and comfort with large datasets and reconciliations.

Springfield, MA17 days ago

$80–$87 Per Hour

The group's core focus is on generating ALM analytics, asset modelling, developing advanced analytics, researching interest and credit rate specific strategies, adopting emerging technologies, and providing and ensuring operations continuity for the Quantitative and Fixed Income Portfolio Management groups within IM.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. The 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 processThe Minimum Qualifications· Bachelor's degree or higher.·

New Haven, Connecticut14 days ago

Under 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.

Springfield, MA30+ days ago

$124,800–$163,800 Per Year

This 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.

CT20 days ago

Remote

$66,740–$94,800 Per Year

This role assists the daily execution of report preparation, data input validation, aggregation, and delivery across assigned reporting channels - including operational, trust, client, board, executive, performance, internal, investor, plan-level, and ad hoc reports. The Analyst, Investment Reporting Operations is a developing reporting professional responsible for assisting the production and quality assurance of investment reporting outputs under the direction of a Director or Senior Analyst.

Hartford, CT13 days ago

$76,000–$110,000 Per Year

li>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.

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.

Springfield, Massachusetts30+ days ago

This 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.

Berlin, CT30+ days ago

$107,890–$119,880 Per Year

Working 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.

Hartford, CT14 days ago

$76,000–$110,000 Per Year
Part-time

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. 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.

Berlin, CT30+ days ago

$87,900–$97,670 Per Year

The Financial Analyst provides financial support to the Operations organization; coordinates and supports the Monthly Financial Reports; develops the departments’ financial budgets and five-year financial forecasts; regulatory plans; project analysis; and development of different reports tools. Coordinates and develops financial projections with input from Shared Services’ groups and disciplines from across the company includes financial forecasts, regulatory, corporate and field functional areas and accounts.

Glastonbury, CT30+ days ago

This 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.

Springfield, MA30+ days ago

$128,000–$168,000 Per Year

We 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.

New!

Bloomfield, CT2 days ago

$115,000–$191,600 Per Year

p>Our 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.

Springfield, MA24 days ago

$99,800–$131,000 Per Year

You'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.

Springfield, MA15 days ago

$124,800–$163,800 Per Year

Determine project scope and manage scope execution across multiple large projects or medium to large programs where scope is subject to change, contains high complexity and high degree of risk, large number of resources, and complex organizational change issues that support complex enterprise or strategic corporate goals. The Corporate Function Program Management Office (CFPMO) is seeking an experienced project manager to support the long-term programs to implement the target state operating models and other strategy changes across our finance, investments, and risk organizations.

Springfield, MA30+ days ago

$115,900–$152,100 Per Year

The Investment Tax Manager will partner closely with senior leadership to manage day-to-day operations across our investment tax portfolio, spanning provision, compliance, and deferred tax processes for life insurance investment assets including securities, bonds, partnerships, derivatives, and real estate. 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.

West Hartford, Connecticut15 days ago

SalesPlease 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. Instead of spending your time sourcing new customers, you will engage with existing clients and warm leads, which will allow your focus to remain where it matters most: providing investment solutions and growing relationships with a dedicated local advisor.

CT30+ days ago

Remote

$180,220–$268,400 Per Year

Owns accurate and timely month-end, quarter-end, and annual close and reporting for invested assets and related income and expenses across GAAP, statutory/regulatory, tax, and management reporting bases. Leads investment accounting policy, interpretation, and application for complex transactions and instruments (including derivatives and hedge-related strategies, as applicable), and provides guidance to portfolio management and business development teams.

CT30+ days ago

Nationwide pays on a geographic-specific salary structure and placement within the actual starting salary range for this position will be determined by a number of factors including the skills, education, training, credentials and experience of the candidate; the scope, complexity and location of the role as well as the cost of labor in the market; and other conditions of employment. As an Institutional Investment Consultant, you will be responsible for the distribution of Nationwide mutual funds within a defined territory, across all distribution channels (Independent advisors, Hybrid advisors, wire house advisors, and RIA), with an emphasis on larger RIA firms.

Springfield, MA8 days ago

$128,000–$168,000 Per Year

As a member of the Financial Controllership Team, the incumbent will be involved in shaping the future of the organization, supporting both the on-going growth and analysis within the Investment Controllership team and other key initiatives.

Springfield, MA15 days ago

$67,400–$88,400 Per Year

We come from a diverse set of backgrounds and thought processes, and welcome debate, innovation, better ways of thinking and help evolving our team towards accomplishing our mission. We are incentivized to solve investment problems, and connect to the purpose to using investment tools to thoughtfully and helpfully accomplish the goals and objectives of our clients.

CT22 days ago

Remote

$180,220–$268,400 Per Year

Serve as the primary operational partner to Legal and Compliance, influencing the design of practical and effective control environments, supporting audits and regulatory examinations, maintaining clear separation of policy ownership and control execution, and leading a scalable, technology-enabled Compliance Operations function and team. The role is responsible for building and leading a dedicated Investment Compliance Operations function, including the design and institutionalization of a scalable operating model, team structure, and governance framework aligned with the continued growth and increasing complexity of RGA's global investment platform.

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.

Farmington, CT30+ days ago

$76,000–$98,000 Per Year

Selective'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.

Hartford, CT30+ days ago

li>Synthesize 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.

Windsor, CT30+ days ago

Unless explicitly requested or approached by SS&C Technologies, Inc. or any of its affiliated companies, the company will not accept unsolicited resumes from headhunters, recruitment agencies, or fee-based recruitment services. Some 20,000 financial services and healthcare organizations, from the worlds largest companies to small and mid-market firms, rely on SS&C for expertise, scale, and technology.

Shelton, Connecticut30+ days ago

Northeast 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.

Farmington, Connecticut30+ days ago

$76,000–$98,000 Per Year

Selective'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.

Springfield, MA8 days ago

$107,700–$141,300 Per Year

p>In 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. Your work will help advisors deliver better outcomes for clients by enabling seamless investment solutions, reducing operational risk, and enhancing platform adoption through thoughtful enhancements and issue resolution.

Springfield, Massachusetts17 days ago

Springfield, Massachusetts10 days ago

We 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. As a member of the Financial Controllership Team, the incumbent will be involved in shaping the future of the organization, supporting both the on-going growth and analysis within the Investment Controllership team and other key initiatives.

Wethersfield, Connecticut30+ days ago

With 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.

West Hartford, CT30+ days ago

$76,300–$101,000 Per Year

In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans). Prepares timely and accurate GAAP work papers and supporting schedules, quarterly and annual financial statements, fund returns, and other property specific data points for two funds which do not utilize a third-party administrator.

springfield, MA30+ days ago

PFICs, CFCs, foreign partnerships, foreign disregarded entities, withholding taxes).Experience with large, multidisciplinary projects that impact tax (e.g., ERP implementations, tax co-sourcing engagements, finance transformations).Conversant in Financial and Accounting Systems, such as SAP.Ability to identify issues and recommend effective solutions. The OpportunityAs an Investment Tax Manager in the Investment Tax group, you will work in a dynamic and collaborative environment, primarily supporting securities tax operations, including system and process efficiency and enhancements, and you will support projects and strategic initiatives for other investment types, such as partnerships, real estate, and derivatives.

Springfield, MA8 days ago

$115,000–$152,000 Per Year

In 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.

Springfield, Massachusetts9 days ago

Your work will help advisors deliver better outcomes for clients by enabling seamless investment solutions, reducing operational risk, and enhancing platform adoption through thoughtful enhancements and issue resolution. In 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.

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.

New Haven, CT15 days ago

$105,000–$174,000 Per Year

This 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.

Hartford, CT30+ days ago

$146,400–$241,600 Per Year

Focusing on investment related results, review competitor press releases, SEC filings, and industry trade press (including strategic studies) for helpful insights, linking opaque themes together and identifying applicability to departmental strategies. Significant investment financial analysis and forecasting experience for a broad range of investment asset classes including (Fixed Income, Private Equity, Real Estate, and short-term investments).

Hartford, CT20 days ago

$118,700–$218,600 Per Year

Our 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.

CT18 days ago

$128,000–$252,500 Per Year

Connecticut8 days ago

Key responsibilities include: (i) assisting the deal team in the due diligence process for new cash flow transactions, inclusive of both financial and qualitative due diligence, (ii) preparing pre-screen memos and credit approval documents for presentation to credit committee, (iii) preparing financial models, (iv) assisting in the closing process on new transactions, and (v) management and ongoing monitoring of portfolio accounts. Throughout this process, the Analyst will have the opportunity to interact with multiple stakeholders including senior origination officers, deal underwriters, senior credit officers, capital markets professionals, private equity sponsors, company management, as well as legal counsel and operations personnel.

Farmington, CT30+ days ago

The Assistant Director, Multi-Sector Portfolio Management will work closely with the Insurance Portfolio Management team to assist with oversight of the day-to-day management of the affiliated general account portfolios and maintain/improve platform of investing tools to analyze portfolio strategies. Oversee the day-to-day management of the affiliated general account and unaffiliated client portfolios and maintain/improve platform of investing tools, making contributions to higher-level strategic decision-making all the way to hands-on tasks such as executing trades.

New Haven, Connecticut14 days ago

Hartford, CT30+ days ago

An important component of the role will be effective collaboration and communication across Individual Markets as well as investments, risk, hedging, and finance areas to manage new business and in force profitability, product competitiveness and sales growth.

This position is a key member of the Annuity Product Development team, responsible for developing and pricing new annuity products with the objective of achieving sustainable competitive advantage with an industry leading product portfolio.

Springfield, MA27 days ago

$90,500–$118,700 Per Year

The Impact: As the Capital Transaction Analyst, you will contribute to reporting and analytics around our use and consumption of scarce resources and deliver analysis to inform strategic decision-making: Provide valuable insights to the broader Treasury team, business partners, and senior leaders on use of our surplus assets and potential capital optimization opportunities. This individual contributor role will report directly to the Head of Capital Transaction Analysis within MassMutual's Treasury organization and will have the opportunity to: Collaborate across multiple teams including Corporate Development, Investment Management, Financial Planning & Analysis, and Enterprise Risk Management on key finance initiatives.

Hartford, Connecticut17 days ago

Assist with equity asset management activities, including valuations and asset summaries; annual budgeting; monitoring construction/renovation projects; reviewing rent rolls, lease expirations, and tenant credit; tracking operating expenses; and overseeing capital expenditures. For the active commercial mortgage loan (CML) portfolio, partner with the loan servicer to ensure timely processing of debt service payments and completion of required insurance placement and insurance risk monitoring; verify annual property inspections and address servicing projects.

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Investment Jobs in Farmington, CT

Investment Analyst / Finance Technical Accounting Hartford HealthCare Corp

Investment Allocation Analyst RocketFin Consulting Ltd

Finance & Investment Operations Analyst Yale Investments

Business Systems Analyst - Investment Accounting Massachusetts Mutual Life Insurance Company

Analyst, Investment Reporting Operations (open to remote) Reinsurance Group of America Inc

Sr Analyst - Investment Accounting PHL Variable Insurance Company

ABOR/IBOR Business Systems Analyst - Investment Accounting MassMutual

Senior Financial Analyst, Investment Planning (Hybrid Schedule) Eversource Energy

Sr Analyst - Investment Accounting The Nassau Companies of New York

Financial Analyst, Investment Planning (Hybrid Schedule) Eversource

Symmetry - Senior Investment Associate HR & Talent Acquisition

Investment Accounting Manager - Governance Massachusetts Mutual Life Insurance Company

Insurance Portfolio Manager - Cigna Investment Management - Hybrid The Cigna Group

Investment Quantitative Product Consultant Massachusetts Mutual Life Insurance Company

Alternative Investment Operations & Accounting Ecosystem Project Manager Massachusetts Mutual Life Insurance Company

Investment Tax Manager Massachusetts Mutual Life Insurance Company

Investment Consultant - West Hartford, CT Fidelity

VP, Head of Investment Accounting (open to remote) Reinsurance Group of America Inc

Institutional Investment Consultant - Nationwide Financial Nationwide Mutual Insurance Co

Investment Accounting Manager - Alternatives Massachusetts Mutual Life Insurance Company

Investment Operations Consultant Massachusetts Mutual Life Insurance Company

VP, Investments Compliance Operations (open to remote) Reinsurance Group of America Inc

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

Associate, Investment Operations (Hybrid) Selective Insurance Group Inc

Investment Banking Manager Accenture Plc

Senior Accountant, Insurance/Investment Accounting SS&C Technologies Holdings Inc

Commercial Real Estate Investment Sales Associate (White Plains,NY) Northeast Private Client Group

Associate, Investment Operations (Hybrid) Selective Insurance Company of America

Investment Product Consultant Massachusetts Mutual Life Insurance Company

Investment Operations Consultant MassMutual

Investment Accounting Manager - Alternatives MassMutual

Investment Banking - Managing Director, Mergers & Acquisitions (M&A) PKFOD Careers

Senior Investment Accountant Teachers Insurance and Annuity Association of America (TIAA)

Investment Tax Manager - Special Projects & Strategic Initiatives Massachusetts Mutual Life Insurance Company

Investment Accounting Tax Manager - Provisions Lee Hecht Harrison

Investment Product Consultant MassMutual

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

Investment Accounting Manager Yale University

AVP, Financial Analysis - Investment Operations and Finance The Travelers Companies Inc

Senior Consultant, Industry Solutions, Investment Management - SimCorp Deloitte Touche Tohmatsu Ltd

Senior Consultant, Industry Solutions, Investment Management - Aladdin Deloitte Touche Tohmatsu Ltd

Leveraged Finance Analyst Webster Bank

Assistant Director, Multi-Asset Port Management - Hybrid Symetra Financial Corporation

Full-Time Analyst Yale Investments

Senior Analyst, Annuity Product Development KKR & Co Inc

Capital Transaction Analyst Massachusetts Mutual Life Insurance Company

Assistant Asset Management Operational Analyst The Hartford

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