NewManaging Director, Capital Advisors - Investment Banking bdo consultingManaging Director, Capital Advisors - Investment BankingStamford, CT$250,000–$350,000 / yearAnalyzes 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.
NewTax Managing Director, Alternative Investments bdo consultingTax Managing Director, Alternative InvestmentsStamford, CT$190,000–$335,000 / yearThe 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.
Investment Analyst / Finance Technical Accounting Hartford HealthCare CorpInvestment Analyst / Finance Technical AccountingFarmington, CTPosition 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.
Summer Investment Analyst - US - Summer 2026 GE Aerospace.Summer Investment Analyst - US - Summer 2026Norwalk, CTAssist 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)).
NewInvestment Analyst Elite Placement GroupInvestment AnalystSouthport, ConnecticutOur client is a rapidly growing financial services organization seeking a high-potential Corporate Development & Strategic Finance Associate to work directly with executive leadership on acquisitions, capital markets initiatives, financial planning, and strategic decision-making. The position is ideal for someone looking to leverage investment banking or private equity experience in a highly entrepreneurial environment where they can make a meaningful impact on business growth and strategy.
Lead Analyst - FP&A Investment Planning IberdrolaLead Analyst - FP&A Investment PlanningOrange, ConnecticutThis 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.
Finance & Investment Operations Analyst Yale InvestmentsFinance & Investment Operations 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.
Senior Financial Analyst, Investment Planning (Hybrid Schedule) Eversource EnergySenior Financial Analyst, Investment Planning (Hybrid Schedule)Berlin, CT$107,890–$119,880 / yearWorking 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.
Portfolio Manager - Active Fundamental US Equity, VP II - State Street Investment Management State Street CorpPortfolio Manager - Active Fundamental US Equity, VP II - State Street Investment ManagementStamford, CT$120,000–$202,500 / yearEnsure 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.
Managing Director, BDO Capital Advisors - Investment Banking BDO USA PCManaging Director, BDO Capital Advisors - Investment BankingCT$250,000–$350,000 / yearAnalyzes 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.
Associate Counsel, Investment Management Bridgewater Associates LPAssociate Counsel, Investment ManagementWestport, CT$215,000–$310,000 / yearA broad background in asset management and investment funds practice is essential, but the right person must also have the interest in and ability to stretch across multiple disciplines, partnering with senior subject-matter experts and outside counsel across a wide variety of legal and regulatory subjects. The right candidate will possess a high degree of integrity, thrive in a culture of direct, constructive feedback, find ways to improve internal processes and procedures, and commit to the continuous development and improvement of themselves, the team, and Bridgewater.
Healthcare Investment Consultant Marsh & McLennan Companies IncHealthcare Investment ConsultantNorwalk, CT$88,000–$176,000 / yearThis 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.
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.
Financial Analyst, Investment Planning (Hybrid Schedule) Eversource EnergyFinancial Analyst, Investment Planning (Hybrid Schedule)Berlin, CT$87,900–$97,670 / yearThe 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.
Investment Accounting Senior Analyst American International Group Inc (AIG)Investment Accounting Senior AnalystCT$87,000–$109,000 / yearThe 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.
Financial Advisor, Truist Investment Services, Greenwich, CT Truist Financial CorpFinancial Advisor, Truist Investment Services, Greenwich, CTGreenwich, CTGeneral 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.
Associate, Investment Operations (Hybrid) Selective Insurance Group IncAssociate, Investment Operations (Hybrid)Farmington, CT$76,000–$98,000 / yearSelective'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.
Associate, Investment Operations (Hybrid) Selective Insurance Company of AmericaAssociate, Investment Operations (Hybrid)Farmington, Connecticut$76,000–$98,000 / yearFull timeSelective'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.
Investment Accountant Madison-DavisInvestment AccountantStamford, CTA 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.
Tax Managing Director, Alternative Investments BDO USA PCTax Managing Director, Alternative InvestmentsStamford, CT$190,000–$335,000 / yearJob 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.
Tax Senior, Alternative Investments BDO USA PCTax Senior, Alternative InvestmentsCT$84,000–$110,000 / yearThe 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.
Investment Consultant Fairfield, CT The Charles Schwab CorpInvestment Consultant Fairfield, CTFairfield, CTYou'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.
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.
J.P. Morgan Wealth Management - Private Client Investment Associate - Riverhead. NY JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Investment Associate - Riverhead. NYNYAid 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.
Operational Due Diligence Manager, Assistant Vice President - State Street Investment Management State StreetOperational Due Diligence Manager, Assistant Vice President - State Street Investment ManagementStamford, ConnecticutAssist (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. The future candidate will be required to independently liaise with external partners, investment managers, sub advisors, and internal cross-functional teams.
Multi-Asset Solutions Execution & Partnerships, Assistant Vice President - State Street Investment Management State Street CorpMulti-Asset Solutions Execution & Partnerships, Assistant Vice President - State Street Investment ManagementStamford, CT$90,000–$157,500 / yearAs 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. This role focuses on driving execution and supporting the growth of model portfolio solutions and strategic partnerships across key client segments.
Investment Accounting Manager BerkleyInvestment Accounting ManagerGreenwich, ConnecticutAlong 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.
Investment Management - Business Strategy Manager Deloitte Touche Tohmatsu LtdInvestment Management - Business Strategy ManagerCT$155,600–$306,800 / yearp>As a global leader in providing consulting services to the asset management industry, Deloitte works with clients to position against strategic growth dynamics, enhance the investment operating model, differentiate through distribution and client experience and drive scale through enterprise operating model optimization. Strategy Managers work among strategic advisors to help our clients shape growth strategies, assess market opportunities, refine competitive positioning, redesign operating models, and drive enterprise-wide transformation initiatives.
Fiduciary Tax Manager - Charitable Asset Management, VP II - State Street Investment Management State Street CorpFiduciary Tax Manager - Charitable Asset Management, VP II - State Street Investment ManagementStamford, CT$110,000–$188,750 / yearAs 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. Ability to conduct independent research on planned giving-related tax topics, prevailing tax regulations and be able to generate value-added ideas to clients and to the team.
Product Manager - Client Experience Pathways, VP II - State Street Investment Management State Street CorpProduct Manager - Client Experience Pathways, VP II - State Street Investment ManagementStamford, CT$110,000–$188,750 / yearState 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.
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.
NewVP/Dir. Investment Banking Elite Placement GroupVP/Dir. Investment BankingFairfield, ConnecticutThis is a unique opportunity to work directly with senior leadership on complex transactions while playing a meaningful role in client execution and business development. The Vice President will be actively involved in all phases of the transaction lifecycle, including financial modeling, valuation, diligence, and client interaction.
Financial Advisor, Truist Investment Services, Greenwich, CT Truist BankFinancial Advisor, Truist Investment Services, Greenwich, CTGreenwich, ConnecticutGeneral 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. 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.
Associate General Counsel - Investment and Trading (USA) Trexquant Investment LPAssociate General Counsel - Investment and Trading (USA)Stamford, CTAdvise 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.
Associate General Counsel - Investment and Trading (USA) Trexquant InvestmentAssociate General Counsel - Investment and Trading (USA)Stamford, CTAdvise 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.
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.
Commercial Real Estate Investment Sales Associate (White Plains,NY) NORTHEAST PRIVATE CLIENT GROUP LLCCommercial Real Estate Investment Sales Associate (White Plains,NY)Shelton, CTNortheast 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.
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.
Senior Investment Accountant Madison-DavisSenior Investment AccountantGreenwich, CTThe ideal candidate will have experience within insurance investment accounting or public accounting with financial services clients and possess strong technical accounting and analytical skills. A leading insurance organization is seeking an Investment Accounting Senior or Manager to support investment accounting and financial reporting activities across a diverse investment portfolio.
Investment Accounting, Manager American International Group Inc (AIG)Investment Accounting, ManagerWilton, CT$105,000–$148,000 / yearThe Investment Accounting groups specific responsibilities include reconciliation of transactional data from various sub-ledgers to the general ledger and ultimately AIGs 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). Corporate Finance - Investment Accounting The Investment Accounting group at AIG is responsible for the accounting and reporting for AIGs 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.
Investment Accounting, Assistant Director American International Group Inc (AIG)Investment Accounting, Assistant DirectorCT$126,000–$171,000 / yearResponsibilities • Execute and manage accounting processes related to the monthly and quarterly accounting close to ensure accuracy of AIGs invested assets data across all entities • Support the review and preparation of certain Investment disclosures for AIG 10Q/K and Financial Supplement, including as appropriate the Investment, Lending, Fair Value, VIE Footnotes and Investment MD&A • Support the review and preparation of NAIC statutory reporting and other regulatory reporting requirements • Lead the implementation of process improvements, in coordination with other areas of the department/organization • Key point of contact and support for the various business unit and corporate controllers • Coordinate with various areas in the organization to develop an understanding of new investment transactions and to provide guidance/support that ensures the accounting results from these investments are accurately recorded in the AIG ledgers • Perform ad-hoc analytical requests Requirements • Bachelors degree in accounting or finance • 10+ years experience in accounting and reporting for investment products • Deep understanding of investment products and accounting treatment for fixed maturity, equity, and other investment products • Strong knowledge of Generally Accepted Accounting Principle (GAAP) and the recording of investments-related journal entries • Strong knowledge of statutory reporting gained in part by preparation of statutory reporting schedules • Experience with foreign currency remeasurement and translation • Excellent analytical skills, including experience performing investment data analysis including commentary • Experience reviewing work papers supporting disclosures • High level of competency using Microsoft Excel including pivot tables and formulas to create/manage investment data, review investment data and perform analysis • Ability to work collaboratively with teams in multiple locations • Ability to balance multiple projects at once, to prioritize appropriately, and to approach the work with a sense of urgency and strong attention to detail to produce high quality results in a time sensitive environment • Team-player mindset geared towards process improvements and the implementation of accounting controls to ensure consistency and data quality of the teams financial output • High level of motivation and initiative, ability to work independently, including strong organizational skills • Comfort level working within a dynamic and complex organizational structure • Excellent interpersonal skills with ability to maintain relationships at all levels within the organization • Strong written and verbal communication skills; ability to communicate effectively with staff, peers, senior management and other external and internal audiences • Computer proficiency with a strong working knowledge of Microsoft Office • Database experience • Experience with PAM/Aladdin For positions based in New York, the base salary range is $118,000-$178,000. The Investment Accounting groups specific responsibilities include reconciliation of transactional data from various sub-ledgers to the general ledger and ultimately AIGs 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).
Senior Consultant, Industry Solutions, Investment Management - SimCorp Deloitte Touche Tohmatsu LtdSenior Consultant, Industry Solutions, Investment Management - SimCorpStamford, CT$118,700–$218,600 / yearOur 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.
Senior Consultant, Industry Solutions, Investment Management - Aladdin Deloitte Touche Tohmatsu LtdSenior Consultant, Industry Solutions, Investment Management - AladdinCT$128,000–$252,500 / yearOur 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.
J.P. Morgan Advisors - Investment Associate - Riverside, CT JPMorgan Chase & CoJ.P. Morgan Advisors - Investment Associate - Riverside, CTCTp>Required Qualifications, Capabilities, and Skills: • 5 years experience in the Financial Services industry • Bachelors degree or equivalent experience • Series 7 & 66 licenses upon hire or must successfully obtain within 180 days from start date • Proven ability to be a self-starter, act as an end-to-end owner of tasks, and work independently in a fast-paced environment • Proactively identify and deliver appropriate solutions that address the needs of our clients • Ability to communicate effectively with clients and team members while maintaining professionalism in difficult situations. • 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.
Entry-Level Financial Investment Planner (Remote) Traction Forge FinancialEntry-Level Financial Investment Planner (Remote)Stamford, 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, 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.
J.P. Morgan Advisors - Investment Associate - Riverside, CT JPMorgan Chase Bank, N.A.J.P. Morgan Advisors - Investment Associate - Riverside, CTRiverside, CTFull timeProvides 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.
Real Estate Agent / Associate (Investment Sales) Greysteel CompanyReal Estate Agent / Associate (Investment Sales)Stamford, ConnecticutYour 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.
2027 Portfolio Implementation, Trading and Portfolio Finance Summer Analyst AQR Capital Management LLC2027 Portfolio Implementation, Trading and Portfolio Finance Summer AnalystGreenwich, CTThis role offers the opportunity to work with senior investment professionals within the firm and exposes the candidate to all aspects of portfolio management, in particular: Portfolio Construction: optimize portfolios based on model views, market frictions, and investment guidelines. A successful Portfolio Implementation, Trading and Financing Summer Analyst will become intimately familiar with global financial markets, financial economics, asset management, quantitative investing and AQR's investment philosophy.
Senior Portfolio Manager BNP Paribas SASenior Portfolio ManagerStamford, CT$170,000–$215,000 / yearp>Among the Leveraged Loans team managing €11bn of AuM through CLOs, dedicated and opened funds for international customers, the portfolio manager contributes to the investment selection in investments portfolios in collaboration with investment analysts, according to portfolio risk returns profiles. Our investment capabilities cover a broad range of asset classes, from traditional strategies like equities, fixed income, and multi-assets to alternatives such as real estate, infrastructure, private debt, and private equity.
Leveraged Finance Analyst Webster Financial CorpLeveraged Finance AnalystStamford, CTKey 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.