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.
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.
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 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.
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.
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.
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.
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.
Commercial Real Estate Investment Sales Associate (White Plains,NY) Northeast Private Client GroupCommercial Real Estate Investment Sales Associate (White Plains,NY)Shelton, ConnecticutNortheast Private Client Group® is a commercial real estate brokerage that specializes in mixed-use, retail, industrial and multifamily real estate, exclusively representing investors, property owners, and professional real estate investors. Northeast Private Client Group (www.northeastpcg.com) is a leading real estate investment firm -- named one of the fastest-growing private companies in New England by Inc Magazine.
Investment Accounting Manager Yale UniversityInvestment Accounting ManagerNew Haven, CT$105,000–$174,000 / yearThis role is responsible for developing and maintaining accounting policies and procedures aligned with GAAP and applicable regulatory and tax requirements; evaluating and implementing new and proposed accounting guidance; analyzing complex investment transactions and ensuring appropriate accounting treatment; and overseeing the preparation of monthly, quarterly, and annual investment support schedules, as well as year-end close processes. The Investment Accounting Manager builds and maintains robust investment accounting processes and internal controls, serves as the primary point of contact for auditors on investment accounting matters, and collaborates cross-functionally with internal teams and external partners.
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.
Full-Time Analyst Yale InvestmentsFull-Time AnalystNew Haven, ConnecticutUnder the leadership of our Chief Investment Officer Matthew Mendelsohn, Yale Investments implements the Yale Model, an investment framework that has been influential in reshaping how university endowments and other large institutional investors manage their funds. Yale Investments is widely regarded as one of the top institutional investors in the world, achieving market-leading returns over the past 30 years and enabling the education, research, and innovation that Yale contributes to humanity.