PGIM - Associate, SMA Investment Operations Prudential Financial IncPGIM - Associate, SMA Investment OperationsNewark, NJ$95,000–$125,000 / yearBilling & Revenue Support: Support all aspects of the billing lifecycle, including estimated and final quarterly management fees, terminations, and billing backup coverage; Prepare and deliver quarter‑end management fee and account balance reporting for Finance, including PGIM seed and management fee accounts; Maintain and update Quarterly Management Fee Summary files and support revenue reconciliation processes. Daily Operational Oversight: Oversee daily operational workflows (Account terminations and reactivations, Corporate actions and related communications, Rep code updates and relationship pricing maintenance, Family ID linking and account data integrity reviews); Monitor and manage operational inboxes, systems, and service tools to ensure timely issue resolution; and Partner with internal and external stakeholders to investigate and resolve operational exceptions.
Senior Associate or Vice President Investment Banking Technology and Infrastructure The Harrison Rush GroupSenior Associate or Vice President Investment Banking Technology and InfrastructureNew York, NYThe team focuses exclusively on clients utilizing technology to accelerate the transformation of core infrastructure systems—including energy, transportation, food, water, and waste—to be lower carbon, more efficient, and digitally networked. With over 120 dedicated professionals across major financial hubs globally (including New York, San Francisco, London, Zurich, Paris, Tokyo, Hong Kong, Singapore, and Sydney), we work seamlessly on our clients' behalf.
Project Manager - Investment Banking - Technology High Bridge ConsultingProject Manager - Investment Banking - TechnologyNew York, New YorkThis role is focused on day-to-day project management rigor: translating requirements into functional and technical specifications, leading requirement workshops with Compliance officers, producing BRDs/FRDs, building and maintaining project plans, driving RAID management, running operating cadence, managing risks and dependencies, and producing clear, reliable status reporting. The Project Manager will work closely with product managers, engineering teams and business stakeholders to ensure work is properly sequenced and execution stays on track.
Supervisor, Investment Accounting AmTrust Financial Services, Inc.Supervisor, Investment AccountingJersey City, New Jersey$90,000–$120,000 / yearFull timeThe Investment Accounting Supervisor is an integral member of the Finance organization that is primarily responsible for (1) monitoring and tracking the monthly and quarterly U.S. and local GAAP financial close for domestic and international entities; (2) preparing U.S. GAAP and Statutory Accounting footnote disclosures and other external reporting; and (3) provides day-to-day guidance to team members on responsibilities and tasks. · Bachelor’s degree in Accounting; · 5+ years work experience in the financial services industry; · Practical experience with investment accounting software solutions (Clearwater preferred); · STAT reporting experience and knowledge of WINGS.
Investment Management Documentation Negotiator PhaxisInvestment Management Documentation NegotiatorNew York, NYOur skilled and creative workforce is comprised of individuals drawn from a broad cross-section of the global communities in which we operate and who reflect a variety of backgrounds, talents, perspectives, and experiences. Working knowledge of funds in general and other commercial contracts with clients, distributors, intermediaries, or other agents within the asset management sector.
Director of Investments Morgan StanleyDirector of InvestmentsPurchase, New YorkThe Director of Investments is a senior service level position for a Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams who is responsible for helping clients achieve their investment goals by developing, maintaining, and overseeing the strategic investment policy and program at the direction of the FA/PWA/team. 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.
Associate, Development Investments USA IIAssociate, Development InvestmentsNew York, New YorkSupported by thousands of employees worldwide, BGRE is committed to building strong partnerships, operating sustainably and creating places where people can work, live, connect and thrive. The company combines global scale with deep local expertise, managing more than 260 MSF of office, logistics, hospitality, retail and living space in gateway markets around the world on behalf of Brookfield.
ED, Alternative Investments Attorney Morgan StanleyED, Alternative Investments AttorneyPurchase, New YorkThe successful candidate will advise on complex products and transactions involving alternative investment funds, feeder funds, private equity, private credit, hedge funds, co-investments, direct private securities offerings, pre-IPO companies, and other private markets opportunities. 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.
2027 New York Life Investment Management - Relationship and Client Management New York Life Insurance Co2027 New York Life Investment Management - Relationship and Client ManagementNew York, NYThroughout the summer, interns will participate in business overviews, networking opportunities, leadership presentations, training sessions, and collaborative intern programming while gaining firsthand exposure to New York Life Investments distribution organization. The New York Life Investments Management (NYLIM) Client Strategy & Relationship Management Summer Internship Program is an exciting opportunity for rising juniors and seniors interested in relationship management and business strategy within the asset management industry.
Senior Compliance Officer, Investments Compliance American International GroupSenior 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 base salary range for this position in New York, NY is $163,000-204,000, in New Jersey and Boston MA is $160,000-$200,000, and $159,000-$199,000 in Chicago, the position is eligible for a bonus in accordance with the terms of the applicable incentive plan.
Investment Associate Trinity ChurchInvestment AssociateNew York, NY$140,000–$155,000 / yearThis role serves as an individual contributor with meaningful responsibility for monitoring managers, leading underwriting workstreams, contributing to asset class and portfolio construction discussions, improving reporting and operating processes, and presenting analysis to internal stakeholders. The Associate is expected to develop deep knowledge of one or more asset classes, exercise sound judgment in manager evaluation and portfolio monitoring, and represent Trinity professionally with external managers, advisors, and peer institutions.
NewVice President Investment Banking - Telecommunications Wells Fargo BankVice President Investment Banking - TelecommunicationsNew York, New YorkThey 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. The Corporate & Investment Bank (CIB) delivers a comprehensive suite of banking, capital markets and advisory solutions, including a full complement of sales, trading and research capabilities, to corporate, government and institutional clients.
Senior Investment Professional - Private Corporate Strategies PIMCOSenior Investment Professional - Private Corporate StrategiesNew York, NY$265,000–$360,000 / yearStakeholder & Team Leadership: Mentor junior investors, coordinate cross‑functional execution, and lead external engagements with management teams, boards, co‑investors, and LPs as needed. 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.
Solution Architect - Investment Technology Alpha Financial Markets Consulting Group LtdSolution Architect - Investment TechnologyNY$163,000–$186,200 / yearThe Solution Architect presents a strategic perspective on investment technology choices and implementation decisions, leading teams of specialists to deliver technology change across the front office technology construct, providing SME guidance for front office technology solutions and associated operating models, and working with key client stakeholders to maximize value delivery on time and on budget. Alpha Tech Services represents the technology implementation/business integration arm of the Alpha group, with deep expertise in delivering change and transformation programs centered around Asset & Wealth technology solutions.
2027 Guggenheim Securities Investment Banking Summer Associate - New York Generalist Program Guggenheim Partners LLC2027 Guggenheim Securities Investment Banking Summer Associate - New York Generalist ProgramNew York City, NYThis program offers an unparalleled opportunity to work as part of small client teams on major strategic assignments, providing meaningful exposure to senior bankers and client representatives. Perform company and industry research and gain in-depth understanding of sector trends, client challenges and strategies in order to develop innovative and creative solutions for our clients.
Associate Credit Research Analyst (U.S. Bank Loans) Lord Abbett.comAssociate Credit Research Analyst (U.S. Bank Loans)Jersey City, New Jersey$130,000–$150,000 / yearWe’re looking for people with a keen interest in working for a trusted leader in the asset management industry, a desire to expand their knowledge, and a passion for delivering a client experience that exceeds expectations. Without prior written agreement, Lord Abbett does not accept unsolicited submissions from employment agencies, search firms, placement services, or any similar provider (“Search Firms”) for employment opportunities.
IB Analyst Diversified Industrials/Services (New York) Stifel Financial CorpIB Analyst Diversified Industrials/Services (New York)New York, NYUnder general supervision, the Investment Banking Analyst is responsible for conducting industry research, building financial models to analyze company projections and or potential transactions, drafting offering memorandums for public or private financings, drafting client presentation materials and working with clients to execute financing or merger transactions. Our investment banking division provides a broad range of industry-leading services to its clients, including merger and acquisition advisory services, debt and equity financings, balance sheet restructuring, and mutual thrift & insurance company conversions.
Strategic Equity Solutions Advisory, Analyst/Associate Citigroup Inc.Strategic Equity Solutions Advisory, Analyst/AssociateNew York, NY$150,000–$175,000 / yearThe role offers exceptional exposure to senior clients, complex transaction execution and collaboration across Citi's global Investment Banking and Markets platform, providing a differentiated career path within one of the firm's highest-growth advisory businesses. As a lean, entrepreneurial team within Citi's global Investment Banking and Markets platform, professionals are given early responsibility, direct client exposure and the opportunity to make meaningful contributions to both transaction execution and the continued growth of the business.
Manager, Portfolio Management Sandoz Group AGManager, Portfolio ManagementPrinceton, NJ$118,500–$220,100 / yearBehavioral Economics, Business Administration, Business Management, Clinical Research, Clinical Trials, Cross-Functional Teams Collaboration, Drug Development, Efficiency, Innovative Forward Thinking, Lifesciences, Microsoft Project, Microsoft SharePoint, Operations, Pmi (Project Management Institute), Pmp (Project Management Professional), Program Management, Project Documentation And Presentation, Project Execution, Project Planning, Stakeholder Management, Waterfall Project Management. Major Accountabilities / Your Key Responsibilities: Your responsibilities include, but are not limited to: Portfolio Governance & Execution Readiness (Enable Timely Decisions): Prepare governance-ready materials for portfolio forums by building slides, validating data, and ensuring clear decision framing.
Experienced Analyst/Associate - Insurance Advisory (New York) Evercore IncExperienced Analyst/Associate - Insurance Advisory (New York)New York, NY$130,000–$185,000 / yearResponsibilities for a Senior Analyst / Associate include interfacing with clients to resolve complex financial and strategic issues, managing and executing live deal situations, facilitating due diligence, drafting client presentation materials, assisting with new business development, executing and overseeing financial and valuation analysis and managing Junior Analysts. We are dedicated to helping our clients achieve superior results through trusted independent and innovative advice on matters of strategic significance to boards of directors, management teams, and shareholders - including mergers and acquisitions, shareholder advisory, restructurings, and capital structure.