Alternative Investments Business Transformation Business Analyst, Officer State Street CorpAlternative Investments Business Transformation Business Analyst, OfficerPrinceton, NJ$65,000–$106,250 / yearThese skills will help you succeed in this role: Excellent communication skills Creative problem-solving skills and analysis skills to help build solutions Initiative, self-motivation and the ability to work independently Strong relationship-building skills Sense of urgency when performing tasks and projects; ability to respond to shifting priorities Effectively communicate progress and escalations Be a team player yet display a culture of individual ownership of tasks. We truly believe our employees' diverse backgrounds, experiences and perspectives are a powerful contributor to creating an inclusive environment where everyone can thrive and reach their maximum potential while adding value to both our organization and our clients.
Credit Underwriter II - Global Wealth & Investment Management Bank of America CorpCredit Underwriter II - Global Wealth & Investment ManagementPennington, NJ$89,000–$119,000 / yearResponsibilities:Leads the credit analysis process with the support of other analysts and associatesPartners with Credit Officers, Relationship Management, and Risk teammates to understand structuring needs and requirementsMonitors operating performance and financial condition, proactively identifying issues and opportunitiesAssists in delivery of financial modeling, loan structure, industry, economic, and other analyses to team members to support the loan decision-making processReviews work of junior teammates to provide feedback/coaching and ensure compliance with laws, rules, regulations and policy procedureMay have primary coverage responsibility for a portfolio of clients with limited complexity and credit approval for certain credit actionsParticipate in loan structure conversations and completion of loan documentation with internal/external legal partnersUnderwrite and obtain credit approval for marketable securities loan products, including detailed collateral analysis across control/restricted stock, REIT operating units, exchange funds, and derivative securitiesPartner with Global Wealth and Investment Management client teams to support credit requests, participate in upfront deal discussions, and negotiate loan structures and covenants aligned with creditworthiness and risk appetiteProactively manage the deal pipeline to ensure timely progression of new and existing complex transactions or portfolios, completing and reviewing credit analysis, evaluating risks, and writing financial analysisRequired Qualifications:3-5+ years of commercial and/or private wealth management credit experienceStrong financial analysis, accounting skills, and deal structuring for borrowers with complex balance sheets and income streamsStrong negotiation and communication skillsOrganized and detail oriented with ability to multi-task, with prior experience in a high-volume production environmentProficiency in Word, Excel and PowerPointExcellent interpersonal skills and the ability to build business partnerships with risk, services and client teams who may not be co-locatedDesired Qualifications:Formal Credit Training and/or Commercial/Wealth Management credit experience preferredBachelor's degree in business administration, finance, accounting or economics preferredExperience with marketable securities lending preferredSkills:Attention to DetailCredit and Risk AssessmentFinancial AnalysisUnderwritingWritten CommunicationsAnalytical ThinkingCredit Documentation RequirementsFinancial Forecasting and ModelingRecording/Organizing InformationBusiness AcumenCollaborationCollateral ManagementLoan StructuringPrioritizationShift:1st shift (United States of America)Hours Per Week: 40 Learn more about this role Apply × To proceed with your application, you must be at least 18 years of age. The Credit Underwriter II (CUII) performs all underwriting tasks for consumer/commercial loan requests to high-net-worth clients of Global Wealth and Investment Management for Merrill Lynch Wealth Management.
Investment Associate - Private Credit Everest Group LtdInvestment Associate - Private CreditNJ$130,000–$165,000 / yearJob Summary: As an Investments Associate, you will play a key role in supporting the evaluation, execution, and ongoing management of private credit investments across a diverse range of strategies, including direct lending, opportunistic credit, and asset-backed opportunities. You will collaborate with cross-functional teams such as legal, accounting, and risk, and engage directly with external partners including asset managers and banks.
Senior Investment Accountant Everest GroupSenior Investment AccountantWarren, New JerseyWe are a global team focused on disciplined capital allocation and long-term value creation for all stakeholders, who care deeply about our impact on communities and the wider world. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact Everest Benefits at everestbenefits@everestglobal.com.
Real Estate Investment Accountant Accenture PlcReal Estate Investment AccountantMorristown, NJThe team's specific responsibilities include reconciliation of transactional data from various sub ledgers Clearwater, Investran, and LMS to the general ledger and ultimately the client s financial statements as well as all related external reporting for investments 10Q K, Financial Supplement, STAT Audited Financials and Investment NAIC reporting. Key Responsibilities: Manage the accounting processes related to the monthly and quarterly accounting close to ensure accuracy of invested assets data specifically work on real estate funds and review property financials.
Investment Consultant II - Merrill Premium Bank of America CorpInvestment Consultant II - Merrill PremiumPennington, NJ$28.85–$36.06 / hourWe provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve Share: Save job Job saved. We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences.
Senior Compliance Officer, Investments Compliance American International Group Inc (AIG)Senior Compliance Officer, Investments ComplianceParsippany, NJWorking knowledge of NY, DE and PA U.S. State insurance investment regulation, along with NAIC Model Laws - Investments of Insurers Model Act; background understanding of the Investment Advisers Act of 1940 and the Investment Company Act of 1940 is a plus. The ideal candidate will have extensive regulatory asset management experience with a focus on U.S. domiciled insurance companies and will work closely with the Chief Compliance Officer in the day-to-day execution of the compliance program.
Senior Investment Accountant Everest Group LtdSenior Investment AccountantNJ$75,000–$110,000 / yearWe are a global team focused on disciplined capital allocation and long-term value creation for all stakeholders, who care deeply about our impact on communities and the wider world. Job Description: About Everest: Everest is a global leader in risk management, rooted in a rich, 50+ year heritage of enabling businesses to survive and thrive, and economies to function and flourish.
Private Wealth Management Investment Consultant Morgan StanleyPrivate Wealth Management Investment ConsultantMorristown, New JerseyOur 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. POSITION SUMMARY: The Investment Consultant - Wealth Planning Specialist is a senior level resource available to FA/PWA team that is responsible for the development, maintenance and oversight of financial plans for the team’s clients, in addition to specializing in the sale of annuities and insurance solutions to complement those financial plans.
Consumer Investments - Financial Services Representative I (Pennington, NJ) Bank of America CorpConsumer Investments - Financial Services Representative I (Pennington, NJ)Pennington, NJ$25–$27 / hourThis includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve Share: Save job Job saved.
J.P. Morgan Wealth Management - Private Client Investment Associate - Somerset, NJ JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Investment Associate - Somerset, NJNJAid 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.
Sr Manager Investment & Capacity Planning Zelis Healthcare, Inc.Sr Manager Investment & Capacity PlanningMorristown, NJ$127,000–$160,550 / yearOwn finance operations processes that drive forecast accuracy, capacity alignment, and margin performance, while leading cross-functional strategic initiatives that improve cost discipline, profitability, and scalable decision-making frameworks. The Senior Manager Investment & Capacity Planning is responsible for leading revenue forecasting, capacity planning, cost modeling, and margin optimization for the Price Optimization business.
Investment Operations Associate Director Zurich Insurance Group LtdInvestment Operations Associate DirectorParsippany, NJAbility to cultivate and manage productive relationships with internal stakeholders, key business partners, asset managers, and custodians, with a particular emphasis on supporting private debt operations and alternative investment products. As the investment landscape grows more complex and technology rapidly evolves, we rely on deep technical competence, strong analytical capability, and a commitment to excellence to deliver high quality outcomes for the business.
Investment Accounting & Reporting Associate Director Zurich Insurance Group LtdInvestment Accounting & Reporting Associate DirectorParsippany, NJResponsibilities: Leading and overseeing investment subledger activities, applying deep expertise in security accounting, valuation processes, and posting logic, and ensuring accurate configuration and operation of subledger system processes. As the investment landscape grows more complex and technology rapidly evolves, we rely on deep technical competence, strong analytical capability, and a commitment to excellence to deliver high quality outcomes for the business.
Client Service Associate, Investments, Denville, NJ Banco Santander (Brasil) SAClient Service Associate, Investments, Denville, NJDenville, NJCreates internal partnerships with other functional support groups, as well as partnerships with external business partners for the products and services they provide. It Starts Here: Santander is a global leader and innovator in the financial services industry and is evolving from a high-impact brand into a technology-driven organization.
Supervisor, Payroll - Full-Time - Morris Plains NJ - Investment Corp Atlantic Health SystemSupervisor, Payroll - Full-Time - Morris Plains NJ - Investment CorpMorris Plains, NJAtlantic Medical Group, comprised of 1,000 physicians and advanced practice providers, represents one of the largest multi-specialty practices in New Jersey and includes finance, legal, marketing, human resources, talent acquisition, ISS and more. MSO – Management Services to a variety of healthcare enterprises, such as Atlantic Mobile Health/ Atlantic Ambulance, Primary Care Partners, Atlantic Health Partners, AHS ACO LLC, and others.
Transfiller CDL - Full Time - Days - Atlantic Health Investment Corp Atlantic Health SystemTransfiller CDL - Full Time - Days - Atlantic Health Investment CorpMorristown, NJResponsible for general warehouse functions including, but not limited to, equipment cleaning, inventory replenishment, inventory pick-pack and general warehouse upkeep Support the Oxygen Transfiller Lead, or in his absence perform the required steps including oxygen manufacturing process. Atlantic Medical Group, comprised of 1,000 physicians and advanced practice providers, represents one of the largest multi-specialty practices in New Jersey and includes finance, legal, marketing, human resources, talent acquisition, ISS and more.
Manager, Investment Capital Messer North America IncManager, Investment CapitalBridgewater, NJ$118,000–$157,000 / yearPart timeThis role functions as a bridge between technical execution and corporate finance, and works within a multi-disciplinary environment, partnering closely with Business Development, Project Execution, Finance departments in North and South America, Messer Group’s Corporate Finance and others to ensure that CAPEX investment are aligned with the Company’s strategic goals. Serving as a key strategic partner and oversight for investment projects, this position blends leading the advanced financial modeling investment evaluations with rigorous investment controlling oversight to ensure long-term value creation, compliance and streamlined process efficiencies.
Investment Management - Business Strategy Manager Deloitte Touche Tohmatsu LtdInvestment Management - Business Strategy ManagerNJ$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.
Alternative Investments Loan Operations Associate 2 State Street CorpAlternative Investments Loan Operations Associate 2Princeton, NJ$41,600–$66,560 / yearWe truly believe our employees' diverse backgrounds, experiences and perspectives are a powerful contributor to creating an inclusive environment where everyone can thrive and reach their maximum potential while adding value to both our organization and our clients. 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.
Client Service Associate, Investments, Denville, NJ Santander USClient Service Associate, Investments, Denville, NJDenville, NJCreates internal partnerships with other functional support groups, as well as partnerships with external business partners for the products and services they provide. A CSA candidate should have sales experience since they are frequently tasked with working with clients encouraging a positive customer experience environment.
Transfiller - Full Time - Days - Atlantic Health Investment Corp Atlantic Health System IncTransfiller - Full Time - Days - Atlantic Health Investment CorpNJMSO - Management Services to a variety of healthcare enterprises, such as Atlantic Mobile Health/ Atlantic Ambulance, Primary Care Partners, Atlantic Health Partners, AHS ACO LLC, and others. Below is a general summary, with role-specific enhancements highlighted: Team Member Benefits Medical, Dental, Vision, Prescription Coverage (22.5 hours per week or above for full-time and part-time team members) Life & AD&D Insurance.
NewAssociate Director Video Investment WPP PlcAssociate Director Video InvestmentParsippany, NJ$70,000–$140,000 / yearVideo Expertise: Deep knowledge of the Video publisher, platform, and audience supplier ecosystem, with hands-on experience in Advanced TV, Digital Video, and Connected TV media buying. Your Impact: As a key marketing partner to our media teams, the Associate Director, Video Investment, plays a pivotal role in shaping the success of CMI Media Group.
Manager, Investment Capital Messer LLCManager, Investment CapitalBridgewater, NJ$118,000–$157,000 / yearThis role functions as a bridge between technical execution and corporate finance, and works within a multi-disciplinary environment, partnering closely with Business Development, Project Execution, Finance departments in North and South America, Messer Group's Corporate Finance and others to ensure that CAPEX investment are aligned with the Company's strategic goals. Serving as a key strategic partner and oversight for investment projects, this position blends leading the advanced financial modeling investment evaluations with rigorous investment controlling oversight to ensure long-term value creation, compliance and streamlined process efficiencies.
MIM - Analyst - Private Equity MetLife IncMIM - Analyst - Private EquityWhippany, NJ$100,000–$110,000 / yearAbout MetLife Recognized on Fortune magazines list of the Worlds Most Admired Companies, Fortunes Worlds 25 Best Workplaces, and the Fortune 100 Best Companies to Work For. The enterprise has more than 850 dedicated professionals with experience and expertise in all asset classes, with a strength in public and private fixed income and private assets, including private equity and real estate.
NewAnalyst - Private Equity, Fund Accounting / Princeton, NJ OR Wilmington, DE BlackRockAnalyst - Private Equity, Fund Accounting / Princeton, NJ OR Wilmington, DEPrinceton, New JerseyWe manage various strategies across the capital structure, including privately negotiated senior debt; privately negotiated junior capital solutions in debt, preferred and equity formats; liquid credit including syndicated leveraged loans, collateralized loan obligations and high yield bonds; asset-based finance and real estate. BlackRock and HPS have formed a new private financing solutions business unit (“PFS”) led by Scott Kapnick, Scot French, and Michael Patterson, creating an integrated franchise with approximately $370 billion in client assets, including $205 billion of private credit assets.