Tax Managing Director, Alternative Investments bdo consultingTax Managing Director, Alternative InvestmentsMelville, NY$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.
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.
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)).
Investment 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.
Investment Manager Research Analyst: Fixed Income and Private Credit Aon PlcInvestment Manager Research Analyst: Fixed Income and Private CreditNorwalk, CT$85,000–$120,000 / yearAon is looking for an Investment Manager Research Analyst: Fixed Income and Private Credit The Investment Manager Research Analyst will serve as the primary coverage lead on a select group of fixed income managers, and as subject matter expert in fixed income, while also supporting Aon's proprietary fixed income and private credit funds. Support the initiatives and research priorities of the fixed income manager research team, while also actively debating and challenging investment views to ensure an idea meritocracy.
Investment Due Diligence Analyst Morgan StanleyInvestment Due Diligence AnalystPurchase, NY$110,000–$185,000 / yearGlobal 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.
Investment Research Analyst The Progressive CorpInvestment Research AnalystStamford, CT$160,000–$190,000 / yearFor ideas about how you might be able to protect yourself from job scams, visit our scam-awareness page at https://careers.progressive.com/pages/how-we-hire-faq-job-scams/ . As an investment research analyst, you'll conduct research analysis on an asset class, execute purchases and sales, and support the research efforts and portfolio construction of a portfolio manager.
Alternative Investments Transfers Analyst Morgan StanleyAlternative Investments Transfers AnalystPurchase, NY$70,000–$115,000 / yearMSWM's Alternative Investments business is an industry leading provider of alternative investments with more than $140B 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.
WM Global Investment Office, UHNW International Team, Analyst Morgan StanleyWM Global Investment Office, UHNW International Team, AnalystPurchase, NY$95,000–$120,000 / yearMaintain existing institutional client relationships by providing world class service, processing and escalation of client requests, resolving client inquiries, and making sure key client information and documentation is up to date • Support and ensure efficient execution of client onboarding, KYC/AML, regulatory documentation, and cross-border structuring. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - arent just beliefs, they guide the decisions we make every day to do whats best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries.
NewFinance & Investment Operations Analyst CFSFinance & Investment Operations AnalystWoodbridge, 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.
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.
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.
Managing 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.
NewInvestment Product Specialist, Model Portfolios - Assistant Vice President / Vice President iCapitalInvestment Product Specialist, Model Portfolios - Assistant Vice President / Vice PresidentGreenwich, CT$155,000–$175,000 / yearPartner with internal iCapital teams (Nationals Accounts and Marketing) to deliver coordinated engagement plans, collaborating with home office partners (e.g., independent broker-dealers and enterprise platforms) to improve distribution effectiveness and advisor experience, including: Leverage available firm insights (e.g., segmentation, adoption trends, engagement indicators) to inform targeting, education, and follow-up plans. iCapital is looking to hire a Product Manager Assistant Vice President or Vice President professional to help manage its alternatives-focused model portfolios initiatives.
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.
NewExecutive Advisor- Water Economics & Infrastructure Investment Strategy GHD Group Pty LtdExecutive Advisor- Water Economics & Infrastructure Investment StrategyRye, NY$225,000–$300,000 / yearGHD will reimburse 50% of the cost of the following to maximum of $250.00 reimbursement annually for such items as: Health club membership fees, home exercise equipment purchases, Bicycles, Race, run & marathon entrance fees, Smoking cessation programs, Weight loss programs (i.e.-Weight Watchers, Jenny Craig), Fitbits and Fitness Tracking devices. As a trusted advisor to utility executives, the role also leads business development, mentors multidisciplinary teams, and brings global best practices to deliver integrated, financially sustainable infrastructure solutions.
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 Portfolio Associate- Locust Valley, NY Raymond James Financial IncInvestment Portfolio Associate- Locust Valley, NYNYs66 - Uniform Combined State Law Examination - Financial Industry Regulatory Authority (FINRA), s7 - General Securities Representative Examination - Financial Industry Regulatory Authority (FINRA), Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA). Provides professional support to Financial Advisors by preparing industry and company research by collecting, organizing data, writing investment-related research reports, and creating/ maintaining financial models.
Manager, Investment Optimization - Commercial & New Payment Flows Mastercard IncManager, Investment Optimization - Commercial & New Payment FlowsPurchase, NY$125,000–$207,000 / yearAll 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. Overview: The Commercial & New Payment Flows (CNPF) team focuses on payments made and received by small and medium enterprises and large corporations, along with money movement transactions (e.g., P2P) via our Mastercard Move capabilities.
Alternative Investments Product Development Associate Morgan StanleyAlternative Investments Product Development AssociatePurchase, NY$70,000–$115,000 / yearOur 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 role will focus on onboarding and maintaining alternative investment offerings and partnering closely with fund managers, MSWM Advisors, MSWM Field Management, and other Morgan Stanley stakeholders.
Investment Product Management Associate Rockefeller Capital ManagementInvestment Product Management AssociateStamford, ConnecticutFull timeSupport ongoing post-launch product management activities across all RGIM platform product types, including modifications and enhancements to existing products; provide product ownership and expertise; manage workflow related to new subscriptions and redemptions between investor and administrator, identify and implement process improvements, respond to internal and external reporting requirements, take lead on ad hoc requests, and participate in special projects. The successful candidate will partner closely with colleagues across Distribution, Investor Services, Operations, Legal & Compliance, Finance, Portfolio Management, Trading, Performance & Risk, and external service providers to help ensure our product platform remains operationally robust, scalable, and positioned for long-term growth.
J.P. Morgan Wealth Management - Private Client Investment Associate - Huntington, NY JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Investment Associate - Huntington, NYHuntington, NYAid 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.
J.P. Morgan Wealth Management - Private Client Investment Associate - Westchester, NY JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Investment Associate - Westchester, 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.
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.
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.
Vice President, Investment Counsel Arch Capital Group LtdVice President, Investment CounselWhite Plains, NY$200,634–$271,446 / yearReview and negotiate a variety of documents with respect to private markets transactions, including limited partnership agreements, side letters, investment management agreements; Collaborate with investment professionals, business-segment legal and other stakeholders to support portfolio construction and ongoing monitoring of investments. Total individual compensation (base salary, short & long-term incentives) offered will take into account a number of factors including but not limited to geographic location, scope & responsibilities of the role, qualifications, talent availability & specialization as well as business needs.
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.
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.
NewNorth America Strategic Implementation Lead, VP III - State Street Investment Management State Street CorpNorth America Strategic Implementation Lead, VP III - State Street Investment ManagementStamford, CT$110,000–$207,500 / yearAs a senior member of the Strategic Implementation team within the Chief Administrative Office (CAO) of State Street Investment Management, you will lead a team of project managers and drive the most strategic, high-complexity, cross-functional initiatives happening across State Street Investment Management. Complex Program & Project Management: Oversee a portfolio of large-scale, cross-functional programs with multiple interdependent workstreams, competing priorities, and significant enterprise-wide impact.
Business Architect, VP III - State Street Investment Management State Street CorpBusiness Architect, VP III - State Street Investment ManagementStamford, CT$120,000–$217,500 / yearYou 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.
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.
Director of Investments Morgan StanleyDirector of InvestmentsPurchase, New YorkThe 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. 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.
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.
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.
Risk Management and Internal Controls - Investment Solutions Products Morgan StanleyRisk Management and Internal Controls - Investment Solutions ProductsPurchase, NY$85,000–$140,000 / yearOur 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. 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.
Risk Management and Internal Controls – Investment Solutions Products Morgan StanleyRisk Management and Internal Controls – Investment Solutions ProductsPurchase, New YorkOur 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. Risk Identification – Assist in planning and performing internal reviews of procedures and controls residing within various product and business areas to ensure that controls are adequately designed and are operating effectively in preparation for all audits, compliance exams, and regulatory inquiries.
Operational Due Diligence Manager, Assistant Vice President - State Street Investment Management State Street CorpOperational Due Diligence Manager, Assistant Vice President - State Street Investment ManagementStamford, CT$75,000–$123,750 / yearWhat 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. The future candidate will be required to independently liaise with external partners, investment managers, sub advisors, and internal cross-functional teams.
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 Management - Business Strategy Manager Deloitte Touche Tohmatsu LtdInvestment Management - Business Strategy ManagerCT$155,600–$306,800 / yearAs 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.
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.
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.
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.
IT Planning & Strategy, VP II - State Street Investment Management State Street CorpIT Planning & Strategy, VP II - State Street Investment ManagementStamford, CT$120,000–$202,500 / yearThe ideal candidate has deep expertise in overseeing multiple interdependent technology projects, aligning them with strategic business goals including a clear understanding of core technology platform concepts including Microservices, AI Gateways, Data & Analytic OLAP Platforms, Transactional databases including Oracle, AWS architecture, API Gateway, networking, security, automation, and platform architecture. We are seeking an experienced Sr IT Planning & Strategy Professional to drive technology programs that involve cross-organizational and strategic initiatives including Ai, Infrastructure & Cloud, Security and Regulatory and business initiatives in the Investment Management space.
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.
Manager/Senior Manager COMBO, NYFS Alternative Investments KPMGManager/Senior Manager COMBO, NYFS Alternative InvestmentsStamford, CTBachelor's degree from an accredited college/university; Licensed CPA, JD/LLM or EA, in addition to others on KPMG's approved credential listing; any individual who does not possess at least one of the approved designations/credentials when their employment commences, has one year from their date of hire to obtain at least one of the approved designations/credentials; should you like to see the complete list of currently approved designations/credentials for the hiring practice/service line, your recruiter can provide you with that list. Qualifications: Minimum five years of recent corporate tax experience in the financial services industry supporting alternative investments (investment partnership and/or mutual fund tax experience); previous experience as a tax manager with a public accounting firm.
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.
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.
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).
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.