17 Results for

Investment Jobs in Newtown, CT

Jobs

Greenwich, CT30+ days ago

$85,000–$95,000 Per Year

Consult on and execute brokerage trades, including: advising the client on trade execution, placing trades, reviewing brokerage trades - compare paper blotter to trade blotter daily, submitting cancel/corrects, making account updates. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

Stamford, CT18 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.

Tarrytown, NY30+ days ago

$140,000–$165,000 Per Year

Effective oversight of key vendors who provide technology or services to our core operations, this includes monitoring service levels, remaining in regular contact with vendor points, addressing issues quickly and accurately and continuously implementing process improvements. Manager will be responsible for effective and efficient oversight of several operational teams, key technology used by our business, issue-resolution, effective and well documented procedures, risk management and mitigation, maintaining an effective SharePoint site and knowledgebase of our business and oversight of special projects as assigned.

Greenwich, Connecticut8 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.

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.

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.

West Harrison, NY30+ days ago

$26.49–$37.50 Per Hour

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.

White Plains, NY30+ days ago

$120,000–$145,000 Per Year

Candidates with degrees (Associates, Bachelor's, and/or Master's) requiredStrong knowledge of banking laws and regulations pertaining to trust and investment activities, with a focus on those related to bank holding companies and national banksStrong knowledge of SEC laws and regulations and FINRA rules and guidanceCurrent or recently inactive (within two years) FINRA Series 7 General Securities, Series 24 General Securities Principal, or Series 14 Compliance Officer licensesStrong written, verbal, and communication skills, particularly for presentationsAdvanced Microsoft Office skills, including Excel, PowerPoint, and WordKnowledge of banking applications and systems, preferredKnowledge of banking products and servicesEffective project management and analytical skillsEffective decision-makerThe estimated base salary range for this position is $120,000 USD to $145,000 USD. Position SummaryThe Director, Investment Services Compliance is responsible for assisting the Managing Director, Privacy Compliance and Investment Services with enhancing and maintaining a comprehensive compliance risk management program for, and for providing compliance support to and oversight of, the investment and trust services lines of business (LOBs).

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.

Riverside, CT28 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.

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.

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Tarrytown, NY3 days ago

Remote

$65–$70 Per Hour

This is a role where you will be partnering closely with Accounting, Tax, and Treasury to deliver budgets, monthly/quarterly reporting, guidance materials, variance analysis, and ad hoc leadership analyses, with a focus on improving forecasting processes and controls. Manage and own key corporate finance deliverables, including Board presentations, annual budget, monthly finance packages, quarterly earnings, and financial guidance materials.

Torrington, CT15 days ago

This role supports the company’s treasury operations, cash management activities, and financial analysis while working closely with the Treasurer and Chief Financial Officer on key financial initiatives. Perform internal audit procedures related to treasury operations, financial controls, P-Card activity, and broader finance or operational areas.

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.

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Investment Jobs in Newtown, CT

Jobs

U.S. Private Bank - Investment Professional - AnalystJPMorgan Chase

Tax Managing Director, Alternative Investmentsbdo consulting

Vice President, Mergers and Acquisitions (Minority Investment)MasterCard

Investment Operations Sr MgrCitizens

Investment Accounting ManagerBerkley

Investment Accounting, ManagerAmerican International Group

Engineering Manager, AI Enabled Investment PlatformsBridgewater Associates

Associate Counsel, Investment ManagementBridgewater Associates

J.P. Morgan Wealth Management - Private Client Investment AssociateJPMorgan Chase

Director, Investment Services ComplianceWebster Bank

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

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

Analyst, Acquisitions & Capital MarketsDLC Management Corp.

Senior Manager, Corporate FinanceJoulé

Financial Analyst - Treasury - TorringtonO&G Industries Inc

Securities AnalystSMBC

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