Strategic Investment Associate- Venture Capital Wells Fargo & CoStrategic Investment Associate- Venture CapitalNew York, NYThey are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. Working alongside experienced investment professionals, this individual will play an integral role throughout the investment lifecycle, including thematic research, due diligence, underwriting, transaction execution, portfolio monitoring, and value creation initiatives.
Subject Matter Expert, Investment Banking OpenAI LLCSubject Matter Expert, Investment BankingSan Francisco, CAFor unincorporated Los Angeles County workers: we reasonably believe that criminal history may have a direct, adverse and negative relationship with the following job duties, potentially resulting in the withdrawal of a conditional offer of employment: protect computer hardware entrusted to you from theft, loss or damage; return all computer hardware in your possession (including the data contained therein) upon termination of employment or end of assignment; and maintain the confidentiality of proprietary, confidential, and non-public information. Work closely with product teams to identify the highest-value opportunities for AI in investment banking, prototype new workflows using OpenAI tools, and assess whether early experiences meet the needs of real users.
NewFast Track to Investment Banking - Fall 2026 Event William BlairFast Track to Investment Banking - Fall 2026 EventChicago, IllinoisDrawing on the collective intellectual capital and deep sector expertise of a global team that spans four continents, we bring a rigorous and innovative approach to mergers and acquisitions, corporate board advisory projects, equity and debt financing, and wealth planning for liquidity events. Program Highlights: Through a 2-day in-person program in our Chicago Headquarters on Thursday, November 19th and Friday, November 20th you will experience dynamic banker-led sessions where you’ll learn about our firm, culture of collaboration, commitment to our communities, and most importantly, the analyst role.
NewSenior Investments QA Lead (Techno/Functional) Platinum Resource GroupSenior Investments QA Lead (Techno/Functional)Newport Beach, CA$70.42 / hourYou will play a critical role in early bug detection, root cause analysis, and ensuring smooth delivery of high-impact financial features. Perform SQL-based data testing, including joins, aggregations, and large dataset validation.
2027 Investment Banking Summer Associate Program - Charlotte, Technology, Media & Telecom Group Jefferies Financial Group Inc2027 Investment Banking Summer Associate Program - Charlotte, Technology, Media & Telecom GroupCharlotte, NCJefferies Global TMT Group provides a full range of investment banking services (M&A, Equity Capital Markets, Leveraged Finance, and Restructuring) to growth stage and established public and private companies in a number of segments: Enterprise Software; Internet and Digital Media; Technology Services; Healthcare IT; Communications Technology; Semiconductors, Hardware and Electronics; Financial Technology / Payments; Media; and Telecommunications. Jefferies Global TMT Group has seen tremendous growth in recent years, led by highly tenured senior bankers who have previously established leading technology investment banking franchises at Deutsche Bank (DMG Technology Group), Morgan Stanley and Credit Suisse, and have led industry-defining transactions.
Internship in Investment/Strategy Research (Undergraduate & Master''''s) Dimensional Fund AdvisorsInternship in Investment/Strategy Research (Undergraduate & Master''''s)Austin, TXDepending on what team within Research you are assigned to, projects may include the following: Perform analysis on portfolios and prospective strategies; Execute and analyze simulations for research on asset pricing models and economics studies; Conduct empirical research related to Dimensional's investment strategies and a variety of investment topics; Review relevant academic papers and present findings to internal research teams; and. The Internship is open to students in finance, economics, mathematics, statistics, computer science, physics, engineering, and other related quantitative fields who expect to complete their degree in December 2027-June 2028.
Internship in Investment Engineering (Undergraduate & Master''''s) Dimensional Fund AdvisorsInternship in Investment Engineering (Undergraduate & Master''''s)Austin, TXDepending on what team within the IE group you are assigned to, projects may include the following: Help manage and distribute quality data and analysis to aid the portfolio management and sales processes; Build new tools to enhance investment processes; Help define and build data structures for distribution of data to end consumers; Perform analysis on portfolios and prospective strategies; and. Investment Engineering is responsible for ownership of investment data and analysis tools, which means managing said data from acquisition through distribution, driving analysis to create insights from data, and creating the end analysis consumed by internal and external clients and reports.
Investment Associate The Scion GroupInvestment AssociateChicago, IL$125,000–$150,000 / yearThis position is a senior role within the investments team working group who will focus on delivering financial modeling, research and presentations as well as communicating with all external constituents associated with pending transactions and portfolio management initiatives. For real estate finance professionals with a few years of professional experience, this is an exciting opportunity to join a dynamic and growing team and gain invaluable transaction and investment related experience.
NewManager, New Market Entry & Investments - 7International 7‑ElevenManager, New Market Entry & Investments - 7InternationalTexasYears of Relevant Work Experience: 3 to 5+ years of experience in management consulting, corporate strategy, corporate development, private equity, investment banking, or related strategic roles with experience supporting market entry, growth strategy, mergers and acquisitions, partnerships, or investment evaluations. Supporting a network of more than 50,000 stores across 15+ international markets, we are focused on accelerating long-term growth through market expansion, strategic partnerships, and investment activities.
Vice President Investment Banking Healthcare WEDBUSH, Inc.Vice President Investment Banking HealthcareSan Francisco, CA$200,000–$225,000 / yearYou have worked on multiple capital markets transactions or M&A deals, preferably within healthcare or life sciences sectors, and possess the technical skills and professional maturity to operate with increasing independence. From breakthrough therapeutics and precision medicine to digital health platforms and medical technology, the convergence of science, data, and patient care is creating extraordinary opportunities for sophisticated financial advisory and capital formation.
Associate - Investment Manager Oversight MetLife IncAssociate - Investment Manager OversightNY$116,900–$136,000 / yearRecognized on Fortune magazine\''s list of the "World\''s Most Admired Companies", Fortune World's 25 Best Workplaces, as well as the Fortune 100 Best Companies to Work For, MetLife, through its subsidiaries and affiliates, is one of the world's leading financial services companies; providing insurance, annuities, employee benefits and asset management to individual and institutional customers. All employment decisions are made without regards to race, color, national origin, religion, creed, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity or expression, age, disability, marital or domestic/civil partnership status, genetic information, citizenship status (although applicants and employees must be legally authorized to work in the United States), uniformed service member or veteran status, or any other characteristic protected by applicable federal, state, or local law ("protected characteristics").
Associate, Investment Banking - Private Capital Advisory (Primaries) MoelisAssociate, Investment Banking - Private Capital Advisory (Primaries)New York, NY$175,000–$225,000 / yearThe Primaries team within Moelis Private Capital Advisory is a leading capital raiser and strategic advisor to global alternative investment managers, advising general partners on the launch and execution of new fund vehicles - flagship and successor funds, first-time funds, separately managed accounts, and co-investment and fundless-sponsor vehicles - across strategies including buyout, growth equity, venture, distressed/turnaround, infrastructure, mezzanine, credit, and real assets. The team positions the fund, builds the LP order book, and runs the process through to final close, working closely with industry and product groups across Moelis and maintaining deep relationships with institutional LPs globally, including pension plans, endowments, sovereign wealth funds, insurance companies, and funds-of-funds.
Asset Management - Investment Grade Credit Portfolio Manager - Executive Director JPMorgan Chase Bank, N.A.Asset Management - Investment Grade Credit Portfolio Manager - Executive DirectorNew York, NYFull timeThis process has helped us generate consistent alpha from sector and security selection over the longer term, across conservative buy and hold strategies, benchmarked accounts with differing alpha targets, and total return-focused portfolios, including those within our flagship multi-asset strategies. Provide weekly thematic relative value/market-direction updates that provide monetizable opportunities and present differing views with supporting evidence to challenge and strengthen team positioning.
Asset Management - Alternatives Investment Risk Associate JPMorgan Chase Bank, N.A.Asset Management - Alternatives Investment Risk AssociateNew York, NYFull timeAs an Analyst or Associate in Asset Management Risk, you will support the AM Investment Risk Team in managing investment risks across our portfolios within the Alternatives Business, with a primary focus on monitoring portfolios and highlighting emerging risks. Working closely with investment teams and control functions, you will help develop and maintain understanding of risk profiles of funds and portfolios and contribute to the enhancement of risk oversight processes as the platform evolves.
Tax Senior, Tax Analysis & Debt Investments Deloitte Touche Tohmatsu LtdTax Senior, Tax Analysis & Debt InvestmentsMcLean, VACalculate and/or review taxable income on equity and derivative investments including wash sales, QDI & DRD, REIT & RIC reallocations, PFICs, constructive sales, straddles, section 1256, swaps, and other items using Deloitte's proprietary security trading analysis platform. You'll oversee asset-level diligence and analysis on debt investments, preparation and/or review of debt taxable income calculations, preparation and/or review of debt taxable income reports, communicating with clients, their servicers and/or administrators and lead client resources.
Platform Owner - Strategic Investment Platforms Thrivent Financial for LutheransPlatform Owner - Strategic Investment PlatformsMinneapolis, MN$139,139–$188,247 / yearReporting to the Director, Investments Technology & Data, this role is accountable for building strong vendor partnerships, coordinating vendor-led and internally led initiatives, and partnering with front office stakeholders to drive adoption and measurable improvements in investment workflows and business outcomes. The Platform Owner- Strategic Investment Platforms is accountable for driving value realization from our strategic investment platforms, including BlackRock's Aladdin Enterprise, Bloomberg and FactSet, by optimizing adoption and utilization, reducing friction in front-office workflows, and ensuring delivery of vendor roadmap commitments end-to-end.
Director, Investments, Derivatives Management and Trading (Hybrid) TruStage Financial Group IncDirector, Investments, Derivatives Management and Trading (Hybrid)Madison, WICore Functional Responsibilities: Lead design, execution, and governance of derivative strategies in close partnership with ALM and Product, including: RILA hedging programs (primary focus; options-based strategies supporting buffers, caps, GLWBs, and crediting structures). This role serves as a market-facing leader and thought leader in derivatives, actively engaging with external counterparties and industry participants to inform strategy, drive best practices, and ensure the organization remains at the forefront of evolving market dynamics and regulatory developments.
Investment Actuary - Cigna Investment Management - Hybrid The Cigna GroupInvestment Actuary - Cigna Investment Management - HybridCTOur ideal candidate has experience in insurance portfolio management or asset liability management, enjoys solving complex problems with smart people while managing competing priorities, has both big picture thinking and attention to detail and likes working with teams across Cigna and within CIM. Management of assigned international and US Insurance portfolios, development of portfolio strategies, monitoring portfolio metrics, managing liquidity, credit, interest rate risks, implementing purchase and sale programs and allocating investments.
Senior Investment Accountant Talcott Financial Group LtdSenior Investment AccountantCharlotte, NCTalcott Financial Group has a proven track record of well-executed transactions, and the enterprise benefits from its strong financial position with over $130 billion in assets under management, its investment-grade financial strength ratings, and its partnership with Sixth Street, a leading global investment firm. The Senior Investment Accountant / Investment Analyst will support the accounting, reporting, analysis, and performance monitoring of the Company's multi-billion-dollar investment portfolio in accordance with U.S. GAAP and Statutory Accounting Principles.
Trader, Investment Grade Credit PIMCOTrader, Investment Grade CreditNewport Beach, CA$205,000–$305,000 / yearThis individual will be responsible for trading significant amounts of Investment Grade Credit assets for the firm, partnering closely with Portfolio Managers and Credit Analysts to identify relative value, manage liquidity, and implement risk-efficient trade ideas across portfolios. Our flexible capital base and deep relationships with issuers have helped us become one of the world's largest providers of traditional and nontraditional solutions for companies that need financing and investors who seek strong risk-adjusted returns.