Client Value Analyst Reed Smith USClient Value AnalystPittsburgh, Pennsylvania$81,300–$98,000Full timeThe Client Value Analyst contributes to pricing and matter management initiatives by gathering and analyzing data, preparing reports and dashboards, scoping key cost drivers for budgets, and helping legal teams manage projects effectively. Working closely with attorneys, Finance, Business Development, and other firm stakeholders, this role assists in developing pricing solutions, monitoring matter performance, and improving the delivery of legal services.
NewInvestment Product Specialist, Model Portfolios - Assistant Vice President / Vice President iCapitalInvestment Product Specialist, Model Portfolios - Assistant Vice President / Vice PresidentNew York, NY$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.
NewPortfolio Manager - StoneX Wealth Management Stonex GroupPortfolio Manager - StoneX Wealth ManagementBirmingham, ALInstitutional: Immerse yourself in the best-in-class institutional-grade technology, working alongside industry experts and gaining exposure to various asset classes, such as equities, options, fixed income securities, and advanced trading, research, and management technology. As a Fortune 100, Nasdaq-listed provider, we connect clients to the global markets – focusing on innovation, human connection, and providing world-class products and services to all types of investors.
NewTotal Portfolio Analytics & Investment AI Strategy Lead Northwestern MutualTotal Portfolio Analytics & Investment AI Strategy LeadMilwaukee, WIApply quantitative methods: Define and execute the analytics strategy and roadmap for portfolio models and decision-support tooling; examples include developing portfolio construction and optimization models for strategic and tactical asset allocation, risk budgeting, optimization under constraints, and rebalancing; build scenario and stress-testing frameworks for macro and market scenarios, liquidity stress, and commitment pacing across public and private assets; and implement performance and attribution methodologies for multi-asset attribution, exposures, factor analytics, and benchmark alignment. The Investment Strategy Department partners across Institutional Investments to support total portfolio decision-making, strategic and tactical asset allocation, portfolio construction, liquidity planning, risk management, and long-term investment outcomes for Northwestern Mutual’s General Account.
NewDocument Imaging Analyst Bok FinancialDocument Imaging AnalystTulsa, OKThis entry-level Document Imaging Analyst I role focuses on accurately scanning and indexing up to 150 loan documents daily to support credit services workflows. BOK Financial Corporation Group is a stable and financially strong organization that provides excellent training and development to support building the long term careers of employees.
NewSenior Operations Analyst StifelSenior Operations AnalystBaltimore, MD1919 Investment Counsel has a team of portfolio managers, research analysts and client service professionals that work together to construct investment portfolios that are tailored to each client’s specific needs and objectives and to deliver tailored solutions that preserve, build and manage wealth for 1919 Investment Counsel’s clients. The Senior Operations Analyst brings extensive operations expertise on a variety of subject matters including reconciliation, corporate actions processing, security master setup & maintenance, account setup & maintenance and performance calculations.
NewManager Research Sr Analyst StifelManager Research Sr AnalystSaint Louis, MOThe Traditional Product Research Group (TPRG) is responsible for the discretionary management of more than 40,000 accounts and $4.0 billion of client assets invested across various fee-based advisory platforms and trust company programs, and provides Firm-wide research support through the monthly publication of MF, SMA and ETF product recommended lists. Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more.
NewSenior Financial Analyst - Strategy & Integration, Global Operations Waters CorporationSenior Financial Analyst - Strategy & Integration, Global OperationsMilford, MAWe collaborate with customers around the world to advance the release of effective, high-quality medicines, ensure the safety of food and water, and drive better patient outcomes by detecting diseases earlier, managing routine infections, and combating antibiotic resistance. This role will work closely with the Finance Director and cross-functional teams to provide financial insights, drive integration efforts, and support transformation projects that enhance operational efficiency and long-term value creation.
NewCommercial Real Estate Credit Analyst II StifelCommercial Real Estate Credit Analyst IIDublin, OHWorking closely with Commercial Real Estate Portfolio Managers, Relationship Managers, and Credit Officers, the CRE Credit Analyst II contributes to sound credit decisioning while developing expertise in commercial real estate lending, portfolio management, and risk assessment. Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more.
NewPricing Analyst, Bids & Contracts SarnovaPricing Analyst, Bids & ContractsDublin, OHThis role is responsible for developing pricing strategies, evaluating contractual requirements, identifying business risks, and partnering with stakeholders to maximize revenue, profitability, and contract retention. In this role, you will serve as a strategic partner to Sales, Leadership, Product Management, Finance, Legal, and Operations by providing analytical insights and contract expertise that drive business growth.
NewAdvisory Trading Analyst StifelAdvisory Trading AnalystSaint Louis, MOStifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more. Built on a simple premise of safeguarding our clients’ money as if it were our own, coined by our namesake, Herman Stifel, our success is intimately tied to our commitment to helping families, companies, and municipalities find their own success.
NewFinancial Analyst, Finance Development Program Waters CorporationFinancial Analyst, Finance Development ProgramAustin, TXThe goal of this unique program is to internally develop the future financial leaders of Waters through a comprehensive rotational program that will prepare the participant for a Finance assignment outside of the U.S. This program is a full-time position in Milford, Massachusetts, starting in June 2027, which consists of a 2-year rotation within various functions of the Global Finance and Accounting organization. We collaborate with customers around the world to advance the release of effective, high-quality medicines, ensure the safety of food and water, and drive better patient outcomes by detecting diseases earlier, managing routine infections, and combating antibiotic resistance.
NewBusiness Director, Card Technology Analytics Discover Financial ServicesBusiness Director, Card Technology AnalyticsRichmond, VA$230,400–$263,000 / yearTransformational Leadership:You navigate fluid, highly complex developer spaces with clarity, setting clear key results and rallying cross-functional teams toward shared optimization horizons. Business Focused:You translate abstract engineering telemetry into baseline dollar and capacity impact models, connecting core technical modernizations to strategic business outcomes.
NewPrivate Wealth Advisor Bok FinancialPrivate Wealth AdvisorPhoenix, AZWe encourage our Advisors to utilize an "open architecture" environment with the ability to serve clients using multiple custodians, while collaborating with all other business lines in the bank, and delivering best in class options for our clients. The Advisor is also responsible for identifying and developing business opportunities through existing clients, professional referral sources, and networking within the community, while also handling internal referral opportunities.
NewSenior Manager, Commercial Credit Review Discover Financial ServicesSenior Manager, Commercial Credit ReviewCharlotte, NC$182,500–$208,300 / yearCapital One’s Credit Review organization is a third line of defense function that is responsible for providing an independent assessment of the Company’s credit quality, key and emerging risks, and credit process execution to the Risk Committee of the Board of Directors and other stakeholders. Completing transactional testing to assess the appropriateness of client selection, quality of underwriting, effectiveness of borrower monitoring and accuracy of risk ratings.
Colocation Portfolio Analyst, Portfolio & Asset Management, Colocation Portfolio Management Amazon.com IncColocation Portfolio Analyst, Portfolio & Asset Management, Colocation Portfolio ManagementAustin, TXOur functions include support for new transactions, management of owned sites, compliance to S&TP and contractual requirements for all real estate and lease payments, and management of critical lease and contract dates. Since early 2006, AWS has provided a highly reliable, scalable, low-cost infrastructure platform that powers hundreds of thousands of businesses in 190 countries around the world.
Quantitative Portfolio Analyst, Portfolio Engineering FidelityQuantitative Portfolio Analyst, Portfolio EngineeringBoston, MassachusettsRemotePlease be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career.
Portfolio Data Analyst - Portfolio Data Feeds AddeparPortfolio Data Analyst - Portfolio Data FeedsPoland, MEContribute to the evolution of Addepar's financial concordance solutions to better serve our clients and cement Addepar's role as the outstanding integrator of market traded and alternative asset investments. Addepar supports clients worldwide with offices in New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva, Singapore and São Paulo.
Portfolio Analyst Brown Advisory IncPortfolio AnalystNorfolk, VAThey possess exceptional organizational skills and attention to detail, are able to operate independently with a high level of direct responsibility, maintain strong ties to the various investment teams at the firm and participate actively in the analysis of new strategies. Demonstrates curiosity and a continuous improvement mindset by identifying opportunities to enhance processes, improve efficiency, and thoughtfully leverage new technologies and tools, including AI-enabled productivity solutions.
Client Portfolio Analyst Loomis, Sayles & Company, L.P.Client Portfolio AnalystBoston, MA$80,000–$97,500 / yearThey must also be capable of gathering information from various sources, including internal investment systems, research analysts, portfolio management teams and written/electronic news publications. The institutional services department is currently seeking to hire a client portfolio analyst in the client services group supporting our global and domestic fixed income strategies.