Symmetry - Senior Investment Associate HR & Talent AcquisitionSymmetry - Senior Investment AssociateGlastonbury, CTFull timeThis 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.
SVP, Head of Investment Sales Desk FidelitySVP, Head of Investment Sales DeskSmithfield, Rhode IslandRemoteSales Please 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. As a critical leadership role within the firm, the SVP, Head of Investment Sales Desk drives growth, client engagement, and market impact across Fidelity’s intermediary business by leading sales teams that support wealth, insurance, and defined contribution channels.
Investment Banking - Managing Director, Mergers & Acquisitions (M&A) PKFOD CareersInvestment Banking - Managing Director, Mergers & Acquisitions (M&A)Wethersfield, ConnecticutWith 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.
Director, Investment Analysis - Alternatives FidelityDirector, Investment Analysis - AlternativesSmithfield, Rhode IslandRemotePlease 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. The company offers Fidelity Advisor Funds, Variable Insurance Products (VIP) Portfolios, Fidelity Advisor 529 Plans, Systematic Investment Plans, Institutional Money Market funds, and a comprehensive line of retirement products and services in partnership with Fidelity’s Workplace Investing arm.
Investment Management Consultant II - Smithfield FidelityInvestment Management Consultant II - SmithfieldSmithfield, Rhode IslandRemoteSales Please 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. Builds strong, trust‑based partnerships with Wealth Management Team members and branch colleagues, actively collaborating beyond client appointments to drive shared goals and elevate the overall client experience.
Financial Customer Associate - Fidelity Investments Skills for Rhode Islands FutureFinancial Customer Associate - Fidelity InvestmentsSmithfield, RIIf hired, you'll learn about the financial services industry, develop your skills, and gain new experiences and can expect the following: You will join a training cohort of associates during the first 14 weeks, spending time training to become a Financial Customer Associate. Indulge in the local delicacies like clam cakes and Rhode Island chowder, catch a game of the Pawtucket Red Sox at McCoy Stadium, or immerse yourself in culture at the Providence Performing Arts Center.
Consulting Analyst NFP CorpConsulting AnalystWindsor, CT$71,000–$104,000 / yearSummary: The Consulting Analyst works closely with Investment Consultants and contributes directly to a superior client experience through thoughtful and accurate analysis of the firm's private wealth client portfolios, aligning with our mission of helping clients prosper. Analyze and create plans for implementing investment decisions, portfolio reallocations, and rebalancing, and monitor and respond to ongoing recurrent needs of clients including facilitating transactions and trades within client portfolios.
Consulting Analyst Aon PlcConsulting AnalystWindsor, CT$71,000–$104,000 / yearResponsibilities: Proactively lead portfolio evaluation/financial planning review efforts for new clients, collaborating with multiple teams at the firm Evaluate and construct investment policy statements consistent with clients' investment objectives, risk tolerance, and investment restriction Evaluate and develop asset allocation, financial planning analysis, and fund manager selection including modeling and portfolio optimization analysis Collaborate with Investment Research in developing solutions for client portfolios Analyze and create customized components for client reports and supplemental meeting materials as needed Facilitate all aspects of client account administration Facilitate all approved trading requests via trade rebalancing software on behalf of clients in coordination with Middle Office Analyze and create plans for implementing investment decisions, portfolio reallocations, and rebalancing, and monitor and respond to ongoing recurrent needs of clients including facilitating transactions and trades within client portfolios Collaborate with Performance Analytics in developing optimal reporting solutions for clients Respond to periodic audit requests for investment-related data and analysis Interact with and proactively communicate with Investment Consultants on all client matters and related projects Respond to all meeting follow-up and action items in a timely and effective manner Maintain accurate client account and investment records in the CRM Respond to client and vendor requests in a timely and effective manner Conduct special ad-hoc analyses and projects as needed to support Investment Consultants Engenders a team-based and collaborative approach to their work, while comfortable working independently without supervision. Successful candidates will take pride in their work product and be accountable for their participation on the team Required Education, Professional & Technical Experience: Bachelor's Degree with a preferred concentration in Finance, Accounting, Investing, or Economics 2-5 Years of financial services industry experience CFA or CFP designation, or current progress toward certification, preferred Proficiency in Microsoft Suite Knowledge of mutual funds/investment managers, accounts, and investment-related administrative procedures and asset allocation principles Essential Traits: Thoughtful ability to establish rapport and build relationships.
NewSenior Business Analyst - Private Markets FMR LLCSenior Business Analyst - Private MarketsSmithfield, RIRemotePlease be advised that Fidelitys 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. SelectAdministrativeAsset Managementbusiness Analysis & Project ManagementCorporate ServicesCryptoDigital AssetsBlockchainCustomer ServiceFinance & AccountingInvestmentMarketing & CommunicationsOperationsProduct Development & ManagementRisk ManagementSales & Relationship ManagementTechnology.