Finance & Investment Operations Analyst Yale InvestmentsFinance & Investment Operations AnalystNew Haven, ConnecticutThis approach has served the University community well, and the returns we generate continue to drive Endowment spending growth that provides robust, sustainable support of the University’s mission both today and for generations to come. Works under the direction of the Finance & Investment Operations Associate and the Head of Finance & Investment Operations to maintain accurate records, assist with reporting, and ensure adherence to internal policies and regulatory requirements.
Entry-Level Investment & Protection Advisor (Remote) (Remote) Traction Forge FinancialEntry-Level Investment & Protection Advisor (Remote) (Remote)New Haven, CTRemoteThrough 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.
Entry-Level Investment & Protection Advisor (Remote) Traction Forge FinancialEntry-Level Investment & Protection Advisor (Remote)New Haven, CTRemoteThrough 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.
Private Bank Associate - Investments Bank of AmericaPrivate Bank Associate - InvestmentsNew Haven, ConnecticutPartners with their team to coordinate with specialists, including trust, family office, investments, and custody officers, as well as centralized service centers to deliver an integrated service experience to the client including identifying and resolving client issues in an effective and timely manner. Job expectations include managing the execution of client service activities such as initiating and monitoring account opening and asset transfers, handling client inquiries, and coordinating with specialists and service centers to deliver an integrated service experience to the client.
Investment Services Support Specialist Teachers Federal Credit UnionInvestment Services Support SpecialistFarmingville, NY$23.50–$30.35 / hourMaintains a sales and referral database and uses telemarketing and customer profiling to generate leads and additional business opportunities with existing and prospective clients. Recognized by Forbes Magazine as one of America's Best-In-State Credit Unions in 2025, Teachers has grown into one of the nation's leading credit unions.
Director Member Investment Sales and Services Teachers Federal Credit UnionDirector Member Investment Sales and ServicesHauppauge, NYThe Director leads Investment Service Coordinators who support financial advisors affiliated with LPL through TruStage and ensures the delivery of a compliant, member-focused, and growth-oriented investment program. Summary: The Director, Member Investment Sales & Service provides strategic leadership and operational oversight for the credit union's investment services and insurance programs.
Commercial Real Estate Investment Sales Associate (White Plains,NY) Northeast Private Client GroupCommercial Real Estate Investment Sales Associate (White Plains,NY)Shelton, ConnecticutNortheast 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.
Investment Accounting Manager Yale UniversityInvestment Accounting ManagerNew Haven, CT$105,000–$174,000 / yearThis 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.
NewFinance & Investment Operations Analyst CFSFinance & Investment Operations AnalystNew Haven, CTOur client is seeking a Finance & Investment Operations Analyst to support the day-to-day operational, accounting, and compliance activities of a sophisticated investment office. Maintain investment and compliance documentation, including subscription agreements, side letters, partnership agreements, and investment management contracts.
Commercial Real Estate Investment Sales Associate (White Plains,NY) NORTHEAST PRIVATE CLIENT GROUP LLCCommercial Real Estate Investment Sales Associate (White Plains,NY)Shelton, CTFull timeNortheast 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.
Full-Time Analyst Yale InvestmentsFull-Time AnalystNew Haven, ConnecticutUnder 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.