Analyst, Investment Banking - Private Capital Advisory (Gp-Led Secondaries) MoelisAnalyst, Investment Banking - Private Capital Advisory (Gp-Led Secondaries)New York, NY$110,000–$135,000 / yearCombined with the Firm's leading financial sponsor franchise, sector expertise and M&A capabilities, PCA delivers a range of strategic, customized solutions to clients across a wide range of strategies, including buyout, growth, real assets, special situations and sector specific strategies. Responsibilities: Support portfolio-, fund-, and underlying company-level due diligence and valuation analysis across diversified LP portfolios; assist in preparing marketing materials (portfolio overviews, teasers, data books, etc.) and other transaction-related documentation.
Listed Execution Broker, COEX TP ICAPListed Execution Broker, COEXNew York, New YorkThe successful candidate will be responsible for developing institutional client relationships, facilitating execution across listed interest rate products, identifying liquidity, generating trading opportunities, and providing high-quality market intelligence to buy-side and sell-side clients. Collectively, TP ICAP is the largest interdealer broker in the world by revenue, the number one Energy & Commodities broker in the world, the world’s leading provider of OTC data, and an award winning all-to-all trading platform.
NewSenior Quantitative Equity Research Analyst, AI Platform VERSANT Media Group IncSenior Quantitative Equity Research Analyst, AI PlatformEnglewood Cliffs, NJIn addition to these benefits, employees in this group will be joining at a time of meaningful and continued investment in data, technology, and product development, with the opportunity to contribute to a growing team within CNBC that is expected to scale significantly over time, offering meaningful exposure to senior leadership and the ability to influence how the platform evolves. We're looking for a Senior Quantitative Equity Research Analyst to lead the quantitative research behind our stock-selection models and help build a new generation of AI-powered equity research products.
Associate, Investment Banking - Private Capital Advisory (Lp-Led Secondaries) MoelisAssociate, Investment Banking - Private Capital Advisory (Lp-Led Secondaries)New York, NY$175,000–$225,000 / yearCombined with the Firm's leading financial sponsor franchise, sector expertise and M&A capabilities, PCA delivers a range of strategic, customized solutions to clients across a wide range of strategies, including buyout, growth, real assets, special situations and sector specific strategies. Responsibilities: Perform portfolio-, fund-, and underlying company-level due diligence and valuation analysis across diversified LP portfolios; prepare marketing materials (portfolio overviews, teasers, data books, etc.) and other transaction-related documentation.
Portfolio Manager - CLO Primary Team - Spread Products Financing& Securitization - AVP Citigroup Inc.Portfolio Manager - CLO Primary Team - Spread Products Financing& Securitization - AVPNew York, NY$98,960–$148,440 / yearWork Profile - Specifics: KYC, Onboarding & Lifecycle Management: Own CLO KYC onboarding and refresh processes end-to-end, coordinating with internal KYC teams, trustees, and clients to ensure approvals are completed in line with deal execution and closing timelines. Deal Execution & Platform Readiness: Partner with structuring, syndicate, settlements, and operations teams to ensure entities, documentation, and systems are fully set up ahead of pricing and closing, supporting smooth execution across the deal lifecycle.
Portfolio Manager Associate City National BankPortfolio Manager AssociateNew York, New YorkRemote$92,114–$156,880 / yearFull timeRespond to incoming calls, emails, and inquiries from clients and advisors - Portfolio characteristics, economic updates, and the firm’s investment thesis - Specific strategies and solutions: business description and reasons we own - Tie everything to client’s goals and aspirations - Create, research, and provide detailed ad-hoc analyses. RBC Rochdale provides investment research, portfolio management, macroeconomic outlook and strategic asset allocation to help clients meet their long-term goals.
Global Investment Office, OCIO – Endowments & Foundations Portfolio Manager, Vice President Morgan StanleyGlobal Investment Office, OCIO – Endowments & Foundations Portfolio Manager, Vice PresidentNew York, 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. Outsourced Chief Investment Officer (“OCIO”) group partners with Morgan Stanley Advisors and Consultants, across all client channels, to offer portfolio management services to both institutional and individual clientele (e.g.
Underwriter/Portfolio Manager III - ADG First Citizens BancShares IncUnderwriter/Portfolio Manager III - ADGNew York, NY$105,000–$120,000 / yearFirst Citizens Aerospace, Defense & Government, part of the company''s Commercial Finance group, offers asset backed loans for commercial aircraft, aircraft engines and aircraft parts as well as cash flow loans to manufacturers, service providers and private equity sponsors in the sector. Reviews financial statements, third-party reports (appraisals, field audits, Quality of Earnings, etc.), communicates with customers or prospects, and performs analysis to recommend credit grades, covenants, and appropriate loan structuring.
Senior Consultant, Project Portfolio Management Integrated Project Management Company, Inc.Senior Consultant, Project Portfolio ManagementParsippany, NJIPM partners with clients across multiple industry sectors, including pharmaceuticals, medical technology, biotechnology, consumer products, industrial products, and healthcare, which often includes mid-sized to large organizations. As part of IPM's national Project Portfolio Management (PPM) practice, we lead: the assessment and enhancement of existing PMO's, the establishment of new PMOs, the development of portfolio frameworks, and establishment of resource planning models.
Credit Portfolio Manager, Education And Non-Profit - Institutional Client Group US BankCredit Portfolio Manager, Education And Non-Profit - Institutional Client GroupNew York, NY$98,175–$115,500 / yearResponsibilities include: underwriting all types of credit account exposure, managing an assigned credit portfolio, successfully closing new business relationships and expanding existing relationships, managing credit risk and responding to prospect or customer credit questions and making independent calls on assigned portfolio of relationships. In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
Vice President, Portfolio Manager - Fixed Income Everest Group LtdVice President, Portfolio Manager - Fixed IncomeNew York, NY$220,000–$250,000 / yearYour responsibilities will span external manager oversight; identifying and modeling income and/or return-enhancing rotation trades; market and portfolio surveillance; maintaining a credit watchlist; benchmark construction and analysis; guideline management; and contributing to enhancements in portfolio management reporting and processes. We 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.
Senior Manager, Women's Sports & Portfolio Innovation Geico InsuranceSenior Manager, Women's Sports & Portfolio InnovationNew York City, NY$121,975–$189,625 / yearThe Senior Manager, Women's Sports & Portfolio Innovation owns this practice area end to end: building GEICO's women's sports strategy from the ground up, redesigning the long-lead sponsorship portfolio roadmap, and serving as the primary steward for key sponsorships and talent relationships. Experience: 8+ years in sports and experiential marketing, with proven, demonstrable results building or leading a comparable sports, sponsorship, or partnership practice - not adjacent experiential or events experience.
VP, Director Portfolio Manager CRE First Citizens BancShares IncVP, Director Portfolio Manager CRENew York, NY$135,000–$175,000 / yearVP Level: Required: Bachelor''s Degree and 6 years of experience in Credit Analysis, Credit Underwriting or Management OR High School Diploma or GED and 10 years of experience in Credit Analysis, Credit Underwriting or Management. Required: Bachelor''s Degree and 8 years of experience in Credit Analysis, Credit Underwriting or Management OR High School Diploma or GED and 12 years of experience in Credit Analysis, Credit Underwriting or Management.
Buyside Sales Specialist: Risk Models & Quantitative Portfolio Analytics BloombergBuyside Sales Specialist: Risk Models & Quantitative Portfolio AnalyticsNew York, NY$145,000–$235,000 / yearLead Strategic Client Engagements - Develop relationships with CROs, senior risk managers, quantitative teams, portfolio managers, portfolio construction and optimization teams, model validation groups, data and technology teams, and operational stakeholders across leading buy-side institutions. Unlike models built for a single asset class, MAC3 is designed to deliver a consistent risk framework across equities, fixed income, currencies, commodities, derivatives, and alternatives, enabling investors to evaluate risk and construct portfolios holistically across diversified investment strategies.
Portfolio Specialist – Client Strategy Morgan StanleyPortfolio Specialist – Client StrategyNew York, 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. MSIM strives to provide outstanding long-term investment performance, service and a comprehensive suite of investment management solutions to a diverse client base, which includes governments, institutions, corporations and individuals worldwide.
Quantitative Risk & Portfolio Analytics - Associate Morgan StanleyQuantitative Risk & Portfolio Analytics - AssociateNew York, NY$120,000–$150,000 / 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. Morgan Stanley Investment Management strives to provide outstanding long-term investment performance, service and a comprehensive suite of investment management solutions to a diverse client base, which includes governments, institutions, corporations and individuals worldwide.
Associate Portfolio Manager - Parametric Morgan StanleyAssociate Portfolio Manager - ParametricEdison, New Jersey$78,000–$140,000 / yearPRIMARY RESPONSIBILITIES- Construct optimized equity index portfolios for separate accounts- Rebalance and transition portfolios to maximize tax-efficiency- Construct custom benchmark data- Monitor index changes and corporate actions- Generate after-tax return data for both portfolios and benchmarks- Performance attribution- Respond to client requests for analysis- Interact across teams including Technology, Research, Marketing, Client Service, Operations- Participate in process improvement and technology development efforts. 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.
MSIM- Institutional Portfolio Manager- Mortgage & Securitized Fixed Income- Vice President/ Executive Director Morgan StanleyMSIM- Institutional Portfolio Manager- Mortgage & Securitized Fixed Income- Vice President/ Executive DirectorNew York, NY$125,000–$250,000 / 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 successful candidate will serve as a subject matter expert on the team's securitized fixed income strategies and will represent the team in client meetings, due diligence sessions, consultant reviews, prospect presentations and internal distribution discussions.
Portfolio Specialist - Client Strategy Morgan StanleyPortfolio Specialist - Client StrategyNew York, NY$140,000–$200,000 / 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. MSIM strives to provide outstanding long-term investment performance, service and a comprehensive suite of investment management solutions to a diverse client base, which includes governments, institutions, corporations and individuals worldwide.
Senior Underwriter & Portfolio Manager-ADG First Citizens BankSenior Underwriter & Portfolio Manager-ADGNew York$145,000–$185,000 / yearFull timeFirst Citizens Aerospace, Defense & Government—part of the Commercial Finance group—delivers asset-backed lending solutions for commercial aircraft, engines, and parts, along with cash flow financing for manufacturers, service providers, and private equity sponsors across the sector. The VP will lead analysis, reporting, and asset management activities to maximize value and minimize risk, while communicating portfolio insights to key stakeholders through reports, dashboards, and presentations.