69 Results for

Investment Jobs in Saint James, NY

Jobs

Norwalk, CT

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Assist in generating, structuring, and managing equity investment opportunities, both direct investments (investing directly into portfolio companies) and investments in private equity, real estate and private credit funds. Therefore, employment will be contingent upon the ability to prove that you meet the status of a U.S. Person as one of the following: U.S. lawful permanent resident, U.S. Citizen, have been granted asylee or refugee status (i.e., a protected individual under the Immigration and Naturalization Act, 8 U.S.C. 1324b(a)(3)).

30+ days ago

New Haven, Connecticut

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.

16 days ago

Orange, Connecticut

This role acts as a key contributor to the overall success of meeting the target portfolio by Operating Company and this success requires depth and breadth of experience to interpret complex data sets and translate them into actionable insights that drive strategic decision-making. The Reporting and Analytics, Lead Analyst performs these functions to manage the portfolio of operating companies across Avangrid Networks to establish, report, monitor, and manage the company’s investment portfolio to financial targets.

30 days ago

Purchase, NY

$110,000–$185,000 / year

p>Global Investment Manager Analysis (GIMA), a unit within Investment Solutions, provides comprehensive manager due diligence on a wide range of investment strategies, including separately managed accounts, mutual funds, UCITs, exchange-traded funds, and private vehicles in the equity, fixed income, and alternative investments spaces. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries.

30+ days ago

Purchase, NY

$109,000–$175,000 / year

All activities involving access to Mastercard assets, information, and networks comes with an inherent risk to the organization and, therefore, it is expected that every person working for, or on behalf of, Mastercard is responsible for information security and must: Abide by Mastercard's security policies and practices; Ensure the confidentiality and integrity of the information being accessed; Report any suspected information security violation or breach, and. The candidate will lead strategic minority investments Mastercard's Start Path program with the following primary responsibilities: Oversee the end-to-end Start Path investment process: including but not limited to business case development, cross-functional diligence, and negotiating transaction terms with founders.

30+ days ago

Purchase, New York

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MSWM’s Alternative Investments business is an industry leading provider of alternative investments with more than $306B in assets under management* across a wide array of products, including, but not limited to hedge funds, funds of hedge funds, managed futures, private equity, private credit, real estate funds, exchange funds, real assets and digital assets. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries.

9 days ago

Purchase, New York

Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services.

30+ days ago

Armonk, NY

As a Pension Professional, you will have fiduciary responsibility for: Day-to-day contact with the custodian, record-keepers, other external service providers, and the IBM Pension investment team - coordinating operational activities and resolving issues. Support UBIT tax reporting processes in partnership with external tax providers, including data review, coordination, issue resolution and oversight of State and Federal tax payment processing.

14 days ago

Westport, CT

$215,000–$310,000 / year

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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.

19 days ago

Stamford, CT

$120,000–$202,500 / year

Ensure portfolios are managed in line with stated investment objectives, risk guidelines, benchmarks, client‑specific constraints, and applicable regulatory requirements, including 40 Act and RIC guidelines where relevant. Strong written, verbal, and presentation communication skills, with the ability to clearly articulate portfolio positioning, performance drivers, and investment rationale to internal stakeholders, clients, and consultants.

30+ days ago

Darien, CT

p>You will join the HIT team, which is a firm strategic initiative co-led by Strategy & Corporate Finance (S&CF), McKinsey Transformations (MT) with contributions from Marketing & Sales (M&S), Sustainability, People & Organizational Performance, Operations and Digital and Analytics (DnA) practices.

• Engage actively with McKinsey leaders and clients when new developments arise, especially when these could be a 'critical moment' opportunity to connect with clients (e.g., changes in share price / analyst sentiments, M&A activity, etc.).

30+ days ago

Purchase, New York

Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. The Committees carry out these functions on behalf of MSIM as a registered investment advisor as well as on behalf of the Boards of Directors / Trustees, which provide oversight in ensuring the net asset value of each fund is fair to purchasing, redeeming, and existing shareholders.

30+ days ago

Purchase, New York

In this role, you will be tasked with identifying opportunities to develop new products and services that are designed to enhance the product offering, improve client experience, and increase efficiency:

Key responsibilities will include but are not limited to the following:

Serve as subject matter expert in traditional investment product categories, developing a strong understanding of the competitive landscape, sales trends, product innovations and the regulatory landscape. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries.

30+ days ago

Purchase, NY

$100,000–$160,000 / year

Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. The Committees carry out these functions on behalf of MSIM as a registered investment advisor as well as on behalf of the Boards of Directors / Trustees, which provide oversight in ensuring the net asset value of each fund is fair to purchasing, redeeming, and existing shareholders.

30+ days ago

$250,000–$350,000 / year

li>Analyzes client's data to identify historical and projected financial and operating trends, reviews quality of earnings, and assesses working capital considerations, potential liabilities, and risks to assist and guide decision-makers in transactions.

Performs as the lead professional on engagements and serves as a principal contact for managing client deliverables, overseeing engagement colleagues, and providing real time feedback and guidance to client and diligence providers to ensure timely and efficient product delivery.

15 days ago

$87,000–$109,000 / year

p>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.

30+ days ago

Norwalk, CT

$88,000–$176,000 / year

This role can be based in Chicago, Minneapolis, St. Louis, Los Angeles, King of Prussia, New York, Boston, Norwalk, or Atlanta and offers a hybrid work arrangement, requiring a minimum of three days per week in the office. We aim to attract and retain the best people and embrace diversity of age background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, veteran status (including protected veterans), or any other characteristic protected by applicable law.

30+ days ago

Purchase, NY

$210,000–$230,000 / year

Reporting to the Global Treasurer and a trusted advisor to the Global Treasurer, Chief Investment Officer, investment professionals, and regional Treasurers, the incumbent will oversee Investment Operations and develop a road map to streamline the end-to-end Treasury and Investment operations process. Influence without Authority: Builds trust and partnerships through clear communication across regions, functions, and senior leadership, influencing outcomes through credibility, insight and shared accountability.

30 days ago

Greenwich, CT

General Description of Available Benefits for Eligible Employees of Truist Financial Corporation:

All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position.

Please review the following job description:

Actively source, deepen, grow and retain client relationships by providing distinctive and personalized investment advice, covering a wide range of products and solutions that are driven by clients individual goals, risk tolerances and best interests.

30+ days ago

Greenwich, Connecticut

Company Details:

WRBC_logo_Update .

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.

30+ days ago

Lake Grove, New York

Remote

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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. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career.

3 days ago

Purchase, NY

$57,000–$115,000 / year

Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. The ideal candidate will excel in managing multiple products, collaborating with cross-functional teams, developing strong relationships with Financial Advisors, and delivering innovative solutions that meet clients' investment needs.

30+ days ago

Melville, New York

p>• Partners 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.

30+ days ago

Farmingville, NY

$23.50–$30.35 / hour

To learn more about Teachers and to view a full list of our job opportunities please visit https://www.teachersfcu.org/about/careers.

Maintains a sales and referral database and uses telemarketing and customer profiling to generate leads and additional business opportunities with existing and prospective clients.

30+ days ago

Hauppauge, NY

p>To learn more about Teachers and to view a full list of our job opportunities please visit https://www.teachersfcu.org/about/careers. The 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.

30+ days ago

New Haven, CT

Remote

p>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.

30+ days ago

Stamford, CT

$120,000–$217,500 / year

p>You will work closely with the Head of Business Architecture, business leaders, solution architects, and technology teams to help the organization transform to a PPS operating model, powered by a strong business architecture strategy that aligns business outcomes to platform and capability roadmaps.

As a Business Architect, VP at State Street Investment Management ("State Street IM", formerly known as State Street Global Advisors or SSGA), you will play a key role in developing, maturing, and institutionalizing the business architecture function.

30+ days ago

p>• 3-6 years of demonstrated investment management and private fund formation experience • Excellent technical, professional, and client service skills • Strong written and verbal communication skills • Team-oriented with an emphasis on collaboration • Effective and efficient problem-solving capabilities with the ability to work independently and proactively, and to develop creative solutions to meet client and team needs • Bar admission in good standing in the jurisdiction you plan to practice. This position can reside in any of Day Pitneys offices including Connecticut, Florida, Massachusetts, New Jersey, New York, Rhode Island, or Washington D.C.

We are seeking candidates with strong experience in the areas of investment management and private funds, including investment adviser regulatory matters and formation of open and closed-end private funds.

30+ days ago

Purchase, NY

$110,700–$185,250 / year

The Strategic Investments and Partnerships team sits within the Global Sustainability Office and is focused on the intersection of finance and impact, supporting the business by: Integrating & driving a $/Impact mindset across the PEP system enabling better, faster and stronger decision making. From how we source ingredients, make and sell our products in a more sustainable way, inspire consumers through our iconic brands to make better choices for themselves and the planet; to how we support communities and improve livelihoods throughout our supply chain, we are embracing our role as a leader among our peers and in our communities.

30+ days ago

Stamford, CT

Advise on financial market and global trading regulatory obligations, including regulatory developments and the management of legal matters related to execution, trading, and operations, as well as the technology that supports professional trading. We are seeking an Associate General Counsel with a background in investment and trading to help lead our continued growth through sound legal guidance, industry insight, and close collaboration with management and cross-functional teams.

11 days ago

Purchase, NY

$90,000–$130,000 / year

The Director of Investments is a senior service level position for a Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams who is responsible for helping clients achieve their investment goals by developing, maintaining, and overseeing the strategic investment policy and program at the direction of the FA/PWA/team.

30+ days ago

Purchase, New York

As an expert and trusted resource within the AI Sales team, the AI Sales Associate will act as a contact on the internal sales desk for the respective sales territory and assist in the coordination of all sales efforts for the MSWM Alternative Investments platform, including: hedge funds, private equity, private credit, private real estate funds, managed futures, exchange funds and other Alternative Investment strategies. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries.

30+ days ago

Purchase, New York

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Job Description

Morgan Stanley Wealth Management Legal and Compliance Division is seeking to hire a Vice President to join a team providing legal coverage for Morgan Stanley Wealth Management's Alternative Investments and Private Markets businesses. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries.

30+ days ago

Purchase, New York

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MSWM’s Alternative Investments business is an industry leading provider of alternative investments with more than $290B in assets under management across a wide array of products, including, but not limited to hedge funds, funds of hedge funds, managed futures, private equity, private credit, real estate funds, exchange funds, real assets and digital assets. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries.

30+ days ago

Long Beach, NY

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.

23 days ago

Huntington, NY

23 days ago

East Meadow, NY

23 days ago

li>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.

30+ days ago

Stamford, CT

$190,000–$335,000 / year

p>Job Summary:

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. 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.

15 days ago

$84,000–$110,000 / 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.

Job Summary:

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.

15 days ago

Purchase, New York

Morgan Stanley Wealth Management provides access to a wide range of wealth management products and services for individuals, businesses and institutions to deliver services and solutions that help build, preserve and manage wealth.

10 days ago

Purchase, NY

$85,000–$140,000 / year

Primary responsibilities include:

Supporting BCU Officer(s)in the following areas:

EquityZen Migration - Assist in the migration of newly acquired Equity Zen business processes with a focus on developing and implementing of the control framework.

9 days ago

Stamford, CT

A growing insurance organization is seeking an Investment Staff Accountant to support investment accounting and reporting activities.

Correspond with investment advisors, custodians, and external service providers regarding investment activity.

1 day ago

Stamford, CT

$90,000–$157,500 / year

p>For a full overview, visit https://hrportal.ehr.com/statestreet/Home. As an essential partner in our shared success, you'll benefit from inclusive development opportunities, flexible work-life support, paid volunteer days, and vibrant employee networks that keep you connected to what matters most.

17 days ago

Stamford, CT

$75,000–$123,750 / year

p>What you will be responsible for:

Assist (Lead with experience) with initial and ongoing third party manager and sub advisor operational due diligence reviews, including performing document reviews, participating in Ops DD meetings, and producing reports as directed by Senior Ops DD team members.
For a full overview, visit https://hrportal.ehr.com/statestreet/Home.

14 days ago

Fairfield, CT

You'll learn what it takes to build a book of business through proactive, outbound calls to existing Schwab clients, uncovering opportunities through needs-based analysis and positioning appropriate products and solutions. The first foray into the path towards becoming a Financial Consultant (FC) at Schwab, the IC role provides the exposure and experience required to advance in this challenging space.

22 days ago

Stamford, CT

li>Advise on financial market and global trading regulatory obligations, including regulatory developments and the management of legal matters related to execution, trading, and operations, as well as the technology that supports professional trading.

We are seeking an Associate General Counsel with a background in investment and trading to help lead our continued growth through sound legal guidance, industry insight, and close collaboration with management and cross-functional teams.

10 days ago

Stamford, CT

Remote

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.

30+ days ago

Stamford, CT

$110,000–$188,750 / year

22 days ago

Stamford, CT

$110,000–$188,750 / year

p>State Street Investment Management ("State Street IM," formerly known as State Street Global Advisors or SSGA) is seeking an experienced Product Manager to drive enterprise transformation and deliver scalable, client‑centric outcomes across the Client Experience ecosystem.

What You Will Be Responsible For:

Own product leadership for current‑state Middle Office integration with Client Experience platforms, coordinating performance, accounting, security master, and index data flows across the ecosystem.

30+ days ago

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Investment Jobs in Saint James, NY

Summer Investment Analyst - US - Summer 2026 GE Aerospace.

Finance & Investment Operations Analyst Yale Investments

Lead Analyst - FP&A Investment Planning Iberdrola

Investment Due Diligence Analyst Morgan Stanley

Senior Analyst, Strategic Investments Mastercard Inc

Alternative Investments Subscriptions Analyst Morgan Stanley

WM Global Investment Office, UHNW International Team, Analyst Morgan Stanley

Investment Operations Analyst - Pension International Business Machines Corp

Associate Counsel, Investment Management Bridgewater Associates

Portfolio Manager - Active Fundamental US Equity, VP II - State Street Investment Management State Street Corp

Client Development Specialist - Holistic Investment Thesis McKinsey & Co Inc

Valuation Specialist – Investment Management – Senior Associate Morgan Stanley

Product Development Manager - Traditional Investment Products Morgan Stanley

Valuation Specialist - Investment Management - Senior Associate Morgan Stanley

Managing Director, BDO Capital Advisors - Investment Banking BDO USA PC

Investment Accounting Senior Analyst American International Group Inc (AIG)

Healthcare Investment Consultant Marsh & McLennan Companies Inc

SVP, Head of Investment Operations & Process Excellence Sompo International Holdings Limited

Financial Advisor, Truist Investment Services, Greenwich, CT Truist Financial Corp

Investment Accounting Manager Berkley

Investment Consultant - Lake Grove, NY Fidelity

Investment Advisory Program Manager, Associate Morgan Stanley

Private Bank Associate - Investments Bank of America

Investment Services Support Specialist Teachers Federal Credit Union

Director Member Investment Sales and Services Teachers Federal Credit Union

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

Business Architect, VP III - State Street Investment Management State Street Corp

Corporate Associate – Private Equity (Investment Management/ Funds) Day Pitney LLP

Sustainability Investments Manager PepsiCo Inc

Associate General Counsel - Investment and Trading (USA) Trexquant Investment

Director of Investments Morgan Stanley

Alternative Investments Sales Associate Morgan Stanley

Alternative Investment & Private Markets Attorney Morgan Stanley

Alternative Investments Service Manager Morgan Stanley

J.P. Morgan Wealth Management - Private Client Investment Associate - Long Beach, NY JPMorgan Chase & Co

J.P. Morgan Wealth Management - Private Client Investment Associate - Huntington, NY JPMorgan Chase & Co

J.P. Morgan Wealth Management - Private Client Investment Associate - East Meadow, NY JPMorgan Chase & Co

J.P. Morgan Wealth Management - Private Client Investment Associate - Riverhead. NY JPMorgan Chase & Co

Tax Managing Director, Alternative Investments BDO USA PC

Tax Senior, Alternative Investments BDO USA PC

Risk Management and Internal Controls – Investment Solutions Products Morgan Stanley

Risk Management and Internal Controls - Investment Solutions Products Morgan Stanley

Investment Accountant Madison-Davis

Multi-Asset Solutions Execution & Partnerships, Assistant Vice President - State Street Investment Management State Street Corp

Operational Due Diligence Manager, Assistant Vice President - State Street Investment Management State Street Corp

Investment Consultant Fairfield, CT The Charles Schwab Corp

Associate General Counsel - Investment and Trading (USA) Trexquant Investment LP

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

Fiduciary Tax Manager - Charitable Asset Management, VP II - State Street Investment Management State Street Corp

Product Manager - Client Experience Pathways, VP II - State Street Investment Management State Street Corp

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