Platform Technical Director - Wealth & Investment Technology Wells Fargo & CoPlatform Technical Director - Wealth & Investment TechnologyCHARLOTTE, NCThey 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. Additionally, serves as a command center leader during incidents and releases, translating technical challenges into clear business impact and decision options, ensuring executive stakeholders are informed and aligned to achieve measurable outcomes.
NewPlatform Technical Director – Wealth & Investment Technology Wells Fargo BankPlatform Technical Director – Wealth & Investment TechnologyCharlotte, North CarolinaThey 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. Additionally, serves as a command center leader during incidents and releases, translating technical challenges into clear business impact and decision options, ensuring executive stakeholders are informed and aligned to achieve measurable outcomes.
Director of Investment Strategy Redshift Recruiting LLCDirector of Investment StrategyEast Greenbush, NY$120,000–$127,000 / yearThe Director will work closely with internal teams and clients to ensure investment programs remain competitive, compliant, and aligned with long-term objectives. Our highly respected client is seeking a Director - Investment Strategy to lead and execute sophisticated investment advisory services for institutional and retirement plan clients.
PGIM - Director, Investment Risk Prudential Financial IncPGIM - Director, Investment RiskNewark, NJ$170,000–$180,000 / yearWhat you can expect: Provide independent support to all aspects of the risk management function, including daily oversight of portfolio risk positioning, engagement with portfolio managers to address risk issues, review and sign-off of risk-related elements of client guidelines, risk budgeting, addressing client inquiries, and responding to ad-hoc internal and external requests for risk analysis. Experience with at least three relevant Fixed Income asset classes, including but not limited to: interest rate products, futures, FX derivatives, Government debt, Investment Grade Corporates, High Yield, Bank Loans, Emerging Markets, Structured Products, and Private Credit.
Audit Director | Alternative Investment Group CBIZ IncAudit Director | Alternative Investment GroupPhiladelphia, PAWith industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers actionable insights to help clients anticipate what is next and discover new ways to accelerate growth. CBIZ CPAs is an independent CPA firm that provides audit, review and attest services, while CBIZ provides business consulting, tax and financial services.
Director, Investment, Social Quad/Graphics IncDirector, Investment, SocialChicago, IL$125,000–$140,000 / yearAs part of accomplishing the above objectives, the Director, Social Investment will be expected to successfully and fluidly operate across a wide variety of internal and external situations ranging from coaching internal channel managers on complex strategic initiatives, to pitching C-Level client contacts on new business opportunities, to working with Client Partners to craft compelling narratives in order to sell-through strategic growth initiatives. This role will also be focused on helping Rise drive revenue growth through three core areas: Partnering with the Account Management team mapped to their respective portfolio of accounts to retain current business through delivering a remarkable experience and superior results.
Director, Investment, Social QuadDirector, Investment, SocialChicago, IL$125,000–$140,000 / yearAs part of accomplishing the above objectives, the Director, Social Investment will be expected to successfully and fluidly operate across a wide variety of internal and external situations ranging from coaching internal channel managers on complex strategic initiatives, to pitching C-Level client contacts on new business opportunities, to working with Client Partners to craft compelling narratives in order to sell-through strategic growth initiatives. This role will also be focused on helping Rise drive revenue growth through three core areas: + Partnering with the Account Management team mapped to their respective portfolio of accounts to retain current business through delivering a remarkable experience and superior results.
NewDirector, Senior Investment Research Analyst Teachers Insurance and Annuity Association of America (TIAA)Director, Senior Investment Research AnalystFrisco, TXRemote$138,000–$223,000 / yearIn addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans). Evaluate and monitor investment manager performance and risk, in addition to qualitative criteria including organizational stability, investment personnel, investment & risk management process, investment capacity, regulatory compliance, and analytical criteria.
Director, Multifamily Investments RRA CapitalDirector, Multifamily InvestmentsPhoenix, AZWe're building our investment team at RRA Capital and are looking for someone ready to step into a true deal seat - working directly with our CIO to evaluate, structure, and execute multifamily real estate credit investments, and help shape how we invest. RRA Capital is a real estate credit platform focused on structured lending and opportunistic investments, powered by a lean, high-performing team with direct access to decision-makers.
Managing Director, Capital Advisors - Investment Banking bdo consultingManaging Director, Capital Advisors - Investment BankingStamford, CT$250,000–$350,000 / yearAnalyzes client’s data to identify historical and projected financial and operating trends, reviews quality of earnings, and assesses working capital considerations, potential liabilities, and risks to assist and guide decision-makers in transactions. Performs as the lead professional on engagements and serves as a principal contact for managing client deliverables, overseeing engagement colleagues, and providing real time feedback and guidance to client and diligence providers to ensure timely and efficient product delivery.
Director, M&A, Strategic Investments Applied Materials IncDirector, M&A, Strategic InvestmentsSanta Clara, CA$212,000–$291,500 / yearIf you would like to contact us regarding accessibility of our website or need assistance completing the application process, please contact us via e-mail at Accommodations_Program@amat.com, or by calling our HR Direct Help Line at 877-612-7547, option 1, and following the prompts to speak to an HR Advisor. The salary offered to a selected candidate will be based on multiple factors including location, hire grade, job-related knowledge, skills, experience, and with consideration of internal equity of our current team members.
Director & Senior Counsel, M&A And Strategic Investments. Applied MaterialsDirector & Senior Counsel, M&A And Strategic Investments.Santa Clara, CA$212,000–$291,500 / yearIf you would like to contact us regarding accessibility of our website or need assistance completing the application process, please contact us via e-mail at Accommodations_Program@amat.com, or by calling our HR Direct Help Line at 877-612-7547, option 1, and following the prompts to speak to an HR Advisor. The salary offered to a selected candidate will be based on multiple factors including location, hire grade, job-related knowledge, skills, experience, and with consideration of internal equity of our current team members.
Director, Investment Accounting Apollo Global ManagementDirector, Investment AccountingEl Segundo, CA$190,000–$250,000 / yearApollo is seeking a Director of Investment Accounting to help lead investment related analytics for Athene and Apollo's third-party managed accounts, with primary responsibility for forecasting and analyzing net investment income (NII), book yield, and spread across a diversified portfolio including mortgage loans, fixed income, equities, and alternatives. Support the investment accounting close by translating accounting results into investment-related drivers of volatility, investigating and resolving unexpected results, and implementing process improvements to strengthen the accuracy and timing of the close.
Investment Lead Beacon SoftwareInvestment LeadSan Francisco, CaliforniaBeacon is backed by a diverse base of investors, with $550M+ raised to date, including General Catalyst, Lightspeed, D1 Capital, CPMG, the family offices of the founders of Stripe, DoorDash, and Ramp, and evergreen funds built for the long game. How We Use AI in Our Hiring Process: To ensure transparency, we want candidates to know that Beacon Software uses Artificial Intelligence and AI-enabled tools to assist with screening, reviewing, organizing and highlighting profiles and applications that match the key requirements for each role.
FF2032 Investment Associate Lotus Bakeries NVFF2032 Investment AssociateSan Francisco, CAFF2032 combines the independence of an evergreen venture fund structure (own dedicated fund, team, investment strategy, and Investment Committee chaired by the CEO of Lotus Bakeries) with the backing of a globally successful food company. The Investment Director will guide and support you as you take on a key role in investing in innovative businesses addressing evolving consumer demands in health, nutrition, and convenience.
Vice President - Investment Banking, Commercial Services Guggenheim Partners LLCVice President - Investment Banking, Commercial ServicesChicago, ILCommercial Services is part of our Global Services coverage team and provides M&A and capital markets advisory to companies that deliver mission-critical services spanning facility, utility and infrastructure, architecture, engineering & consulting, and environmental services. We will provide best-in-class Investment Banking training-formal and hands-on-as you continue to develop your professional toolkit: M&A process management, business acumen, financial analysis, data analysis, soft-selling and presentation skills, professional communication (verbal, written and virtual), negotiations, and more.
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.
Investment Banking Associate - Equity Capital Markets (ECM) Wells Fargo & CoInvestment Banking Associate - Equity Capital Markets (ECM)New York, NY$175,000–$200,000 / yearA trusted partner to our clients, we provide corporate and transactional banking, commercial real estate lending and servicing, investment banking, equity and fixed income solutions including sales, trading, and research capabilities to corporate, commercial real estate, government, and institutional clients across the globe. They 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.
Private Investment Funds Associate Attorney Aligned Talent AcquisitionPrivate Investment Funds Associate AttorneyBoston, MassachusettsThis opportunity is ideal for an attorney interested in representing private equity sponsors, venture capital firms, investment managers, and institutional investors in sophisticated private fund formation and investment management matters. • Experience supporting private equity and venture capital financings, acquisitions, restructurings, co-investments, continuation funds, and alternative investment structures .
Private Funds & Investment Services Associate Attorney Aligned Talent AcquisitionPrivate Funds & Investment Services Associate AttorneyWashingtonThis opportunity is ideal for an attorney interested in representing private fund sponsors, investment advisers, institutional investors, family offices, and asset managers on sophisticated fund formation, investment management, and securities matters. • Experience representing private equity funds, venture capital funds, hedge funds, real estate funds, credit funds, registered investment advisers, and institutional investors .
Investment Funds Associate Attorney Aligned Talent AcquisitionInvestment Funds Associate AttorneyMiami, FloridaExperience representing private equity funds, hedge funds, venture capital funds, real estate funds, or other alternative investment vehicles preferred. This opportunity is ideal for an attorney interested in representing private fund sponsors, asset managers, family offices, and institutional investors in sophisticated fund formation and investment management matters.
Fund Formation & Investment Management Associate Attorney Aligned Talent AcquisitionFund Formation & Investment Management Associate AttorneyBoston, MassachusettsThis opportunity is ideal for an attorney interested in representing private equity sponsors, venture capital funds, real estate funds, private credit funds, hedge funds, and institutional investment managers in sophisticated fund formation and investment management matters. • Experience representing private equity funds, venture capital funds, private credit funds, hedge funds, real estate funds, and other private investment vehicles .
Investment Operations Associate (Full-Time) Southern WealthInvestment Operations Associate (Full-Time)Tallahassee, FLIn 2025, Southern Wealth was ranked Forbes Best-In-State Wealth Management Teams and our founder, Ben Gantt, was ranked Top Financial Security Professional Best-In-State. We spend our days developing strategies, tailored to help our clients achieve their goals and optimize their wealth, by offering comprehensive services and solutions.
Investment Banking Associate / Vice President - Consumer, Retail and Restaurant Guggenheim Partners LLCInvestment Banking Associate / Vice President - Consumer, Retail and RestaurantNew York, NY$175,000–$250,000 / yearThe team focuses on several sub-sectors including fitness / healthy living, restaurants, direct to consumer, apparel / specialty retail, large box retail, specialty retail, food retail / food distribution and several other categories. Analyze and manage the analysis of market trends, competitive landscapes, and publicly traded company financials in order to identify potential client solutions and new market opportunities.
Audit Supervisor | Alternative Investments CBIZ IncAudit Supervisor | Alternative InvestmentsDeerfield, ILThis role offers the opportunity to work with a diverse portfolio of alternative investment clients, including private equity funds, hedge funds, venture capital funds, fund-of-funds, and investment advisors. The Audit Supervisor will lead multiple audit engagements, supervise and mentor team members, and serve as a key point of contact for clients while delivering high-quality assurance services in a fast-paced, collaborative environment.
PGIM - Investment Analyst (Corporate Mezzanine) Prudential Financial IncPGIM - Investment Analyst (Corporate Mezzanine)Chicago, ILThe team originates deals through a broad network including private equity sponsors, advisors, partner firms, and direct issuers, combining regional coverage with a centralized investment team. About the Team: PGIM Capital Partners is the junior capital strategy within PGIM, focused on sourcing, underwriting, and managing mezzanine and structured equity investments in middle market companies.
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, NCSummer Associate responsibilities may include, but are not limited to:Performing and reviewing financial valuation, discounted cash flow and comparable companies multiples-based analyses Building and using financial models Preparing pitch books and live deal materials, such as offering memorandums and prospectuses Conducting industry and product research Analyzing detailed corporate and financial informationParticipating in the execution of financings, M&A and restructuring and recapitalization transactionsWhat we look for in a candidateWe look for candidates who are eager to make an impact by doing real, hands-on work and participate on active deal teams. Jefferies 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.
Investment Banking GII Senior Associate / Vice President Nomura Holdings IncInvestment Banking GII Senior Associate / Vice PresidentNew York, NY$225,000–$275,000 / yearNomura Greentech has a team of 120 dedicated professionals globally, working seamlessly on our clients behalf with dedicated offices in New York, San Francisco, London, Zurich, Paris, Tokyo, Hong Kong, Singapore, and Sydney, and collaborating closely with our Nomura colleagues across the global Nomura network. Client Relationship Management: Produce and present ideas at client meetings as a member of a deal team alongside senior bankers; Nomura Greentech seniors bankers take an active approach to ensure associate-level involvement in client meetings and broader coverage.
Investment Banking Associate - REGAL Jefferies Financial Group IncInvestment Banking Associate - REGALNew York, NY$150,000–$225,000 / yearYou will work on several projects simultaneously with teams of professionals, both from within the group and across the firm, including with product partners such as bankers in our Leveraged Finance, Equity Capital Markets, M&A, High Yield, Investment Grade and Restructuring teams. COMPANY INFORMATION: Jefferies is a leading global, full-service investment banking and capital markets firm that provides advisory, sales and trading, research, and wealth and asset management services.
Investment Banking Consumer - Senior Associate / Vice President Nomura Holdings IncInvestment Banking Consumer - Senior Associate / Vice PresidentNew York, NY$225,000–$275,000 / yearBy connecting markets East & West, Nomura services the needs of individuals, institutions, corporates and governments through its three business divisions: Wealth Management, Investment Management, and Wholesale (Global Markets and Investment Banking). If hired in the U.S., employee will be in an "at-will position" and the Company reserves the right to modify base salary (as well as any other discretionary payment or compensation program) at any time, including for reasons related to individual performance, Company or individual department/team performance, and market factors".
Experienced Associate - Investment Banking, Commercial Services Guggenheim Partners LLCExperienced Associate - Investment Banking, Commercial ServicesChicago, ILCommercial Services is part of our Global Services coverage team and provides M&A and capital markets advisory to companies that deliver mission-critical services spanning facility, utility and infrastructure, architecture, engineering & consulting, and environmental services. We will provide best-in-class Investment Banking training-formal and hands-on-as you continue to develop your professional toolkit: M&A process management, business acumen, financial analysis, data analysis, soft-selling and presentation skills, professional communication (verbal, written and virtual), negotiations, and more.
Investment Research Analyst Nomura Holdings IncInvestment Research AnalystOverland Park, KS$174,000–$202,000 / yearRole Description: You will be a part of the centralized Nomura Asset Management International equity analyst pool reporting to the Director of Research and will support multiple public equity product strategies in the Kansas City office with a focus on companies with greater than $10 billion market capitalization. By connecting markets East & West, Nomura services the needs of individuals, institutions, corporates and governments through its three business divisions: Wealth Management, Investment Management, and Wholesale (Global Markets and Investment Banking).
Investment Banking VP - Midstream (Oil & Gas) Truist Financial CorporationInvestment Banking VP - Midstream (Oil & Gas)Houston, TXSenior investment banking professionals are also expected to serve the bank's corporate banking and commercial clients with strategic advisory and the aforementioned traditional investment banking services in partnership with the primary Commercial and Corporate Banking coverage professionals. Please review the following job description: Responsible for providing client relationship management and investment banking services including strategic advisory services to corporate and private equity clients related to buyside and sellside M&A, debt and equity capital raising, designated by industry/sector.
Experienced Investment Banking Analyst, Diversified Industrials D.A. DavidsonExperienced Investment Banking Analyst, Diversified IndustrialsChicago, IL$95,000–$115,000 / yearThe Experienced Analyst will play an important role working with senior bankers on strategic assignments, assisting clients with mergers and acquisitions, public offerings, private placements and other advisory services. Davidson & Co., a leading full-service investment banking firm with operations nationwide, is accepting applicants for full-time Analyst positions working with the firm's Investment Banking Diversified Industrials Group in our Chicago, IL office.
Investment Managing Director Cambridge Associates Private ClientsInvestment Managing DirectorBoston, MAFinally, the Investment Managing Director will work collaboratively across the broader Cambridge Associates private investments team to track and analyze industry trends, contribute to research and thought leadership, and serve as a resource for client-facing colleagues constructing high-quality private investment portfolios for clients. Serve as a resource to colleagues and clients seeking current information on venture capital opportunities and markets, including data and analysis, comparisons across fund managers, and the investment views of the Private Investments team.
Director of Treasury & Investment Management (Hybrid) Utica National Insurance GroupDirector of Treasury & Investment Management (Hybrid)New Hartford, NY$184,000–$260,000 / yearThe role oversees investment operations, treasury operations, liquidity, banking relationships, and financial risk governance, while partnering closely with the CFO, Investment Managers & Advisors, and specific sub-committees of the Board of Directors. Essential Functions: Partner with CFO, Finance Committee, and external advisors to develop, recommend, and maintain the enterprise investment strategy, ensuring: Company's risk appetite, Long-term objectives of a Mutual insurer.
Director Of Treasury & Investment Management (Hybrid) Utica National Insurance GroupDirector Of Treasury & Investment Management (Hybrid)New Hartford, NY$184,000–$260,000 / yearThe role oversees investment operations, treasury operations, liquidity, banking relationships, and financial risk governance, while partnering closely with the CFO, Investment Managers & Advisors, and specific sub-committees of the Board of Directors. Essential Functions: Partner with CFO, Finance Committee, and external advisors to develop, recommend, and maintain the enterprise investment strategy, ensuring: Company's risk appetite, Long-term objectives of a Mutual insurer.
NewAssociate Director, Integrated Investment Horizon MediaAssociate Director, Integrated InvestmentNew York, New York$105,000–$135,000 / yearWe provide a competitive total rewards package including a discretionary bonus and a variety of benefits including health insurance coverage, life and disability insurance, retirement savings plans, company paid holidays and unlimited paid time off (PTO), mental health and wellness resources, pet insurance, childcare resources, identity theft insurance, fertility assistance programs, and fitness reimbursement. Work with Supervisor to oversee junior team members and manage expectations with integrated leadership in the creation of media specific documents such as media plans,objectivesand strategies decks, and other relatedfunctions.
Investment Accounting, Assistant Director American International Group Inc (AIG)Investment Accounting, Assistant DirectorNew York, NY$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).
Investment Banking Managing Director - Houston, TX Morgan StanleyInvestment Banking Managing Director - Houston, TXHouston, TexasOur 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. Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.
WM Global Investment Office - Institutional Innovation Lead, Investing with Impact / Impact Private Markets, Executive Director Morgan StanleyWM Global Investment Office - Institutional Innovation Lead, Investing with Impact / Impact Private Markets, Executive DirectorNew York, NY$175,000–$265,000 / yearThe Investing with Impact team within GIO is responsible for leading the creation, development and execution of investment strategies, solutions, tools and reporting to deliver holistic wealth solutions for individual and institutional clients that seek to generate both market-rate returns and positive environmental and social impact. 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.
WM Global Investment Office - Institutional Innovation Lead, Investing With Impact / Impact Private Markets, Executive Director Morgan StanleyWM Global Investment Office - Institutional Innovation Lead, Investing With Impact / Impact Private Markets, Executive DirectorNew York, NY$175,000–$265,000 / yearThe Investing with Impact team within GIO is responsible for leading the creation, development and execution of investment strategies, solutions, tools and reporting to deliver holistic wealth solutions for individual and institutional clients that seek to generate both market-rate returns and positive environmental and social impact. 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.
NewDirector, Investment Product Sales SEiDirector, Investment Product SalesChicago, IllinoisTo help you stay energized, engaged and inspired, we offer a wide range of benefits including comprehensive care for your physical and mental well-being, a strong retirement plan, tuition reimbursement, a hybrid working environment for most roles, support for working parents and flexible Paid Time Off (PTO) so you can relax, recharge and be there for the people you care about. Reporting to the Head of Investment Product Sales, this role will be responsible for driving asset growth, opening new relationships, and expanding the reach of SEI's investment capabilities across the RIA, independent broker-dealer, and asset management channels.
ASSOICATE DIRECTOR, INVESTMENT ANALYST Cresset Capital Management LLCASSOICATE DIRECTOR, INVESTMENT ANALYSTSan Francisco, CA$120,000–$150,000 / yearRecognized by Barron's and Forbes among the nation's top RIA firms, and as one of the industry's best places to work,* Cresset is guided by long-term relationships, shared success, and a belief that wealth should serve a life well lived. Collaborate with the National Investments Team to apply the firm's best thinking to client portfolios while considering client-specific needs regarding cash flow, taxation, liquidity, risk, and other considerations.
Investment Analyst, Venture Capital Cambridge Associates Private ClientsInvestment Analyst, Venture CapitalBoston, MADue diligence responsibilities include attending and participating in on-site meetings; analyzing a manager's organization, investment strategy, investment performance, and fund legal terms; conducting reference calls with portfolio company CEOs and senior-level professionals; and preparing materials for committee meetings. Job Description Summary: Investment Analysts on the Venture Capital team assist Investment Directors (IDs) in the evaluation of venture capital and growth equity firms and the monitoring of current market conditions for the benefit of Cambridge Associates and its clients.
Senior Investment Professional, Private Credit AksiaSenior Investment Professional, Private CreditNew YorkThe Managing Director / Director is expected to lead all aspects of the investment diligence process, support portfolio management, provide guidance and leadership to more junior resources and to act as a representative of the Private Credit team to external stakeholders and clients. The Managing Director / Director will join the Aksia Private Credit Team which is responsible for sourcing, due diligence, monitoring and portfolio management for our private credit managed assets and certain advisory relationships.
Chief Investment Officer, Funds and Portfolios Meeder Investment ManagementChief Investment Officer, Funds and PortfoliosMeeder works with clients – both directly and through financial advisors – to offer a broad suite of investment solutions including mutual funds, investment portfolios, separately managed accounts, retirement plan services, and cash management solutions. The CIO, Funds and Portfolios will contribute to Meeder’s growth through tactically related product development, thought leadership, participation in client meetings, conferences and due diligences, and macro-and micro-firm strategy.
Investment Analyst, Public Equity Cambridge Associates Private ClientsInvestment Analyst, Public EquityBoston, MAThis includes concise commentaries summarizing meetings with fund managers, in depth due diligence reports, and other periodic research, potentially including white papers exploring current topics of interest in the equity markets and fund industry. Job Description Summary: The Public Equities Research Team gathers, analyzes, and disseminates information and opinions on public equity investment funds, supporting decision making by our investment directors and clients.
Investment & Strategy Analyst NTT Global Data CentersInvestment & Strategy AnalystWashington DCRemoteDevelop sensitivity analyses on key assumptions such as rental pricing, development cost or power delivery timing for business case performance along with conducting performance analyses for alternative scenarios to data center development such as hold & flip. This position will work closely with Investment Director and key stakeholders from the Product, Front End Planning, Power and Business Case teams to request and fine tune assumptions for the Business Case modeling.
R&D Hardware Investment Planning Manager Actalent IncR&D Hardware Investment Planning ManagerFremont, CA$175,000–$185,000 / yearThis role partners closely with Product Management, Engineering, Program Management, FP&A, and Sourcing to ensure disciplined investment, accurate forecasting, and clear visibility into R&D spend and return on investment. The work involves frequent collaboration with cross-functional teams, including Product Management, Engineering, Program Management, FP&A, and Sourcing, and offers significant exposure to Senior leadership.