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Location

Brookfield Place - 181 Bay Street

Business - Infrastructure

Brookfield Infrastructure Group is one of Brookfield’s primary operating groups. The Infrastructure Group is one of the world’s largest infrastructure investors, owning and operating critical assets across the transport, utilities, energy, and data infrastructure sectors. The Group operates and manages approximately $191 billion of assets owned through its private funds and publicly listed entity, Brookfield Infrastructure Partners. Our portfolio of assets facilitate the movement and storage of energy, water, freight, passengers and data, and are located in North and South America, Europe and the Asia Pacific regions. For more information, visit: https://www.brookfield.com/our-businesses/infrastructure

Brookfield Culture

Brookfield has a unique and dynamic culture. We seek team members who have a long-term focus and whose values align with our Attributes of a Brookfield Leader: Entrepreneurial, Collaborative and Disciplined. Brookfield is committed to the development of our people through challenging work assignments and exposure to diverse businesses.

Job Description

Position Summary

Brookfield is hiring an Associate, Investments for its Infrastructure AI Fund (BAIIF), based in either Toronto. This role offers a unique opportunity to join a fast-growing team focused on deploying capital across the AI infrastructure value chain. The Associate will support deal execution, due diligence, and asset management, working closely with senior leaders to scale Brookfield’s presence in this transformative sector. While primarily aligned with BAIIF, the role may also support adjacent strategies across Brookfield’s infrastructure and transition platforms.

Responsibilities

Build detailed financial models and returns analyses to assess potential investments, including company and industry research.
Support the sourcing and evaluation of new investment opportunities in the data centers, compute hardware and power and connectivity sectors.
Contribute to idea generation for potential transactions and deal structures; conduct industry research and assess new market segments.
Collaborate with operating teams across the organization to support due diligence planning and execution.
Prepare investment committee materials and other key transaction documentation.
Foster a dynamic, team-oriented culture that supports personal development and a positive, flexible working environment.
Undertake special projects and ad hoc initiatives as required.

Key Qualifications

Exceptional analytical skills with deep expertise in financial and investment analysis, including advanced financial modelling capabilities.
Highly self-motivated and adaptable, with a proven ability to thrive in fast-paced environments, manage shifting priorities, and consistently meet deadlines.
Professional and collaborative, with a strong ability to contribute meaningfully within dynamic, team-oriented settings.
Excellent interpersonal and communication skills, with a track record of engaging effectively across all levels of an organization.
Meticulous attention to detail, combined with the ability to manage multiple concurrent workstreams in performance-driven environments.
Strong interest in AI investment strategies.
Relevant sector experience in AI, infrastructure, and general private equity considered an asset.

Other Requirements

A professional, positive attitude and capable of contributing to a dynamic and team-oriented culture;
2-3 years of experience in investment banking, restructuring, TMT and/or infrastructure investments or other relevant areas;
High level of proficiency in Excel and Power Point and very strong financial modelling skills.

Brookfield is committed to maintaining a Positive Work Environment that is safe and respectful; our shared success depends on it. Accordingly, we do not tolerate workplace discrimination, violence or harassment.

Brookfield is committed to creating an accessible and inclusive organization. We are committed to providing barrier-free and accessible employment practices in compliance with the Accessibility for Ontarians with Disabilities Act. Should you require a Human Rights Code-protected accommodation through any stage of the recruitment process, please make them known when contacted and we will work with you to meet your needs.","hiringOrganization":{"@type":"Organization","name":"Brookfield Asset Management","sameAs":"https://www.brookfield.com/"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"Brookfield Place, Canada","addressCountry":"Canada","addressRegion":"North America"}}}},{"@type":"ListItem","position":2,"item":{"@type":"JobPosting","title":"Investments Associate Funds","datePosted":"2025-08-19","description":"

Join as an Investment Product Specialist in the Investment Product Development Team, driving innovation and excellence in wealth management.

As an Associate in Wealth Management Solutions Investment Product Development, you will onboard third-party and JPM proprietary funds, ensuring seamless integration and compliance with company standards. Engage with stakeholders like Product Specialists, Legal Risk Compliance, Operations, and Technology teams for effective communication and collaboration. Drive continuous improvement and innovation within the organization through product lifecycle initiatives.

Job Responsibilities:
- Support the team for initiatives relating to the product management cycle: On-boarding of active, passive investment funds and ETFs, based on business priorities.
- Assist in prioritisation of these funds/ETFs/SMAs across US & IPB platforms based on the demand.
- Implement product lifecycle changes, guidelines, fee changes etc. to our investment products.
- Maintain and proactively recommend enhancements to ongoing product MIS and YTD onboarded trackers/achievements to provide deeper understanding.
- Manage relationships with product stakeholders across regions and functions; provide assistance and information to business partners, operations, control teams and portfolio managers relating to product management.
- Lead projects relating to the product including those promoten by business and regulation; track progress made against project timeline & proactively report periodically on key highlights, next steps and issues.
- Recommend enhancements to product features, client experience and processes.
- Organise meetings, document minutes & project steps, ensuring effective timing and sequencing of deliverables to meet tight deadlines.
- Track project timelines and progress including reporting on key highlights, next steps and issues.

Required qualifications, capabilities and skills:

5+ years of financial services experience in Private Banking, Wealth Management, or Asset Management.
Time management, organizational and planning skills with proven ability to multitask and meet deadlines in a fast-paced environment.
Superior verbal and written communication skills with the ability to mobilize internal networks and resources. Team player with the ability to work in a highly collaborative environment.
Good presentation skills; excellent communication, interpersonal skills and stakeholder management skills. Attention to detail is key.
Ability to understand investment products, Mutual funds, ETFs and various investment instruments.
Highly competent with core MS Office applications – e.g. Outlook, Excel and PowerPoint.
Experience with analytical and data management tools (e.g. SQL, Alteryx, Tableau, Python etc.)
Proactive self-starter with a solutions oriented mindset and a fast learning curve.

Preferred qualifications, capabilities and skills:

Strategic and analytical thinker with a drive towards execution and results.
Influencing skills to manage a variety of stakeholders from different functions.
Team player who proactively shares knowledge and information within and outside the function.
Exhibit analytical abilities to compile, structure, examine and prepare substantial data sets with precision and thoroughness.

\n\n

JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world’s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

","hiringOrganization":{"@type":"Organization","name":"JPMorgan Chase & Co.","sameAs":"https://www.jpmorganchase.com/"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"Mumbai, Maharashtra, India","addressCountry":"India","addressRegion":"Asia/Pacific"}}}},{"@type":"ListItem","position":3,"item":{"@type":"JobPosting","title":"Analyst/Associate, Infrastructure Investments","datePosted":"2025-07-18","description":"

Company Description

Make an impact at a global and dynamic investment organization

When you join CPP Investments, you are joining one of the world’s most admired and respected institutional investors. As a professional investment management organization, CPP Investments invests the funds of the Canada Pension Plan (CPP) to help ensure its financial sustainability for generations of working and retired Canadians.

CPP Investments invests across regions and asset classes to build a globally diversified portfolio. It holds assets in public equity, private equity, real estate, infrastructure, and fixed income, and the CPP Fund is projected to reach $3.6 trillion in assets by 2050. The organization is headquartered in Toronto with offices in Hong Kong, London, Mumbai, New York City, San Francisco, São Paulo, and Sydney.

CPP Investments successfully attracts, selects, and retains talented individuals from top-tier institutions worldwide. Join our team for access to:

Stimulating work in a fast-paced and intellectually challenging environment
Accelerated exposure and responsibility
Global career development opportunities
Diverse and inspiring colleagues and approachable leaders
A hybrid-flexible work environment with an emphasis on in-person collaboration
A culture rooted in principles of integrity, partnership, and high performance
An organization with an important social purpose that positively impacts lives

If you have a passion for performance, value a collegial and collaborative culture, and approach work with the highest integrity, invest your career here.

Job Description

The Analyst/Associate will play a key role in making and managing direct infrastructure investments on a principal basis. The individual will work with and assist the wider team in evaluating infrastructure investment opportunities, with a focus on North America, but also global opportunities, conducting research, developing recommendations, participating in the execution of investments and monitoring, and managing investments.

Team Description

CPP Investments’ Infrastructure division directly invests in large-scale assets that provide defensive long-term returns, substantial inflation protection and possess minimal substitution risks. The division typically targets investments in regulated utilities, transportation, telecommunication, datacenters and energy sectors with an equity investment size from $500 million up to several billion dollars. The division completed its first active investment in 2006, currently possesses more than 30 direct investments valued at approximately $60 billion and employs over 50 professionals across 6 global offices.

Accountabilities:

Analyze Investment Opportunities:

Research, analyze and evaluate a variety of infrastructure investment opportunities
Build complex dynamic financial models to analyze investment opportunities (including testing assumptions and sensitivities)
Perform due diligence on opportunities including past and projected financial performance, quality of management teams, investment merits and risks, expected returns, regulatory environment, industry dynamics and other relevant factors
Review 3rd party due diligence reports (legal, accounting, industry strategic reviews, environmental, etc.)
Perform valuation analysis, including DCF, precedent transactions and comparable company analysis
Meet with company management and review past performance, strategy, outlook, regulatory and industry issues, and other relevant topics as required
Attend and participate in Infrastructure investment recommendation meetings
Assist in presenting investment recommendations to investment committees

Execute Infrastructure Investments:

Assist with the overall execution of infrastructure investments
Liaise with investment partners (other investors) and advisors (financial, legal, etc.)

Monitor Infrastructure Investments:

Monitor ongoing financial and operational performance of infrastructure investments
Identify and help implement performance improvement initiatives at portfolio companies
Assist in performing valuation reviews for Infrastructure Investments
Assist in building and leveraging relationships with portfolio company management teams

Build the Team:

Participate in and contribute to weekly departmental meetings
Share knowledge by coordinating and entering information into knowledge management databases
Other relevant duties and projects assigned

Qualifications

Commensurate experience in investment banking or private equity with an emphasis infrastructure is desirable
A minimum of an undergraduate degree and a track record of academic achievement
Strong research, financial modelling, analytical and valuation skills
Professionalism and integrity
Strong interpersonal skills and business relationship skills
Ability to communicate effectively, both orally and in writing
Flexibility, adaptability and initiative
Good judgement
Ability to meet deadlines and work well under pressure
Team player who enjoys a high-performance culture
Willingness to travel

Additional Information

The salary range for this position is:

USD $125,000 - $145,000 for the Analyst position;

USD $150,000 - $180,000 for the Associate position.

US state/city legislation requires CPP investments to include a reasonable estimate of the compensation range for this role. The base salary range shown here is a reasonable expectation for the posted role and is part of a competitive total rewards package which includes comprehensive benefits, a performance-based incentive plan, a 401 (k) plan and paid time off. Actual salaries may vary and may be above or below the range based on various factors, including, but not limited to, experience and expertise.

Visit our LinkedIn Career Page or Follow us on LinkedIn. #LI-ASM1 #LI-Onsite

At CPP Investments, we are committed to diversity and equitable access to employment opportunities based on ability.

We thank all applicants for their interest but will only contact candidates selected to advance in the hiring process.

Our Commitment to Inclusion and Diversity:

In addition to being dedicated to building a workforce that reflects diverse talent, we are committed to fostering an inclusive and accessible experience. If you require an accommodation for any part of the recruitment process (including alternate formats of materials, accessible meeting rooms, etc.), please let us know and we will work with you to meet your needs.

Disclaimer:

CPP Investments does not accept resumes from employment placement agencies, head-hunters or recruitment suppliers that are not in a formal contractual arrangement with us. Our recruitment supplier arrangements are restricted to specific hiring needs and do not include this or other web-site job postings. Any resume or other information received from a supplier not approved by CPP Investments to provide resumes to this posting or web-site will be considered unsolicited and will not be considered. CPP Investments will not pay any referral, placement or other fee for the supply of such unsolicited resumes or information.

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Company Description

Make an impact at a global and dynamic investment organization

CPP Investments successfully attracts, selects, and retains talented individuals from top-tier institutions worldwide. Join our team for access to:

Stimulating work in a fast-paced and intellectually challenging environment
Accelerated exposure and responsibility
Global career development opportunities
Diverse and inspiring colleagues and approachable leaders
A hybrid-flexible work environment with an emphasis on in-person collaboration
A culture rooted in principles of integrity, partnership, and high performance
An organization with an important social purpose that positively impacts lives

If you have a passion for performance, value a collegial and collaborative culture, and approach work with the highest integrity, invest your career here.

Job Description

Team Description

Accountabilities:

Analyze Investment Opportunities:

Research, analyze and evaluate a variety of infrastructure investment opportunities
Build complex dynamic financial models to analyze investment opportunities (including testing assumptions and sensitivities)
Perform due diligence on opportunities including past and projected financial performance, quality of management teams, investment merits and risks, expected returns, regulatory environment, industry dynamics and other relevant factors
Review 3rd party due diligence reports (legal, accounting, industry strategic reviews, environmental, etc.)
Perform valuation analysis, including DCF, precedent transactions and comparable company analysis
Meet with company management and review past performance, strategy, outlook, regulatory and industry issues, and other relevant topics as required
Attend and participate in Infrastructure investment recommendation meetings
Assist in presenting investment recommendations to investment committees

Execute Infrastructure Investments:

Assist with the overall execution of infrastructure investments
Liaise with investment partners (other investors) and advisors (financial, legal, etc.)

Monitor Infrastructure Investments:

Monitor ongoing financial and operational performance of infrastructure investments
Identify and help implement performance improvement initiatives at portfolio companies
Assist in performing valuation reviews for Infrastructure Investments
Assist in building and leveraging relationships with portfolio company management teams

Build the Team:

Participate in and contribute to weekly departmental meetings
Share knowledge by coordinating and entering information into knowledge management databases
Other relevant duties and projects assigned

Qualifications

Commensurate experience in investment banking or private equity with an emphasis infrastructure is desirable
A minimum of an undergraduate degree and a track record of academic achievement
Strong research, financial modelling, analytical and valuation skills
Professionalism and integrity
Strong interpersonal skills and business relationship skills
Ability to communicate effectively, both orally and in writing
Flexibility, adaptability and initiative
Good judgement
Ability to meet deadlines and work well under pressure
Team player who enjoys a high-performance culture
Willingness to travel

Additional Information

The salary range for this position is:

USD $125,000 - $145,000 for the Analyst position;

USD $150,000 - $180,000 for the Associate position.

Visit our LinkedIn Career Page or Follow us on LinkedIn. #LI-ASM1 #LI-Onsite

At CPP Investments, we are committed to diversity and equitable access to employment opportunities based on ability.

We thank all applicants for their interest but will only contact candidates selected to advance in the hiring process.

Our Commitment to Inclusion and Diversity:

Disclaimer:

","hiringOrganization":{"@type":"Organization","name":"CPP Investments","sameAs":"https://www.cppib.com"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"New York, US-NY, United States","addressCountry":"United States","addressRegion":"North America"}}}},{"@type":"ListItem","position":5,"item":{"@type":"JobPosting","title":"Associate/Sr. Associate - Investments & Asset Management","datePosted":"2025-08-18","description":"

WELLTOWER – REIMAGINE REAL ESTATE WITH US

Welltower, now the world’s largest real estate company by market capitalization, is continuing to grow at an exciting pace!

At Welltower, we’re transforming how the world thinks about senior living and wellness-focused real estate. As a global leader in residential wellness and healthcare infrastructure, we create vibrant, purpose-driven communities where housing, healthcare, and hospitality converge. Our culture is fast-paced, collaborative, and endlessly ambitious—guided by our mantra: The only easy day was yesterday.

We’re looking for bold, independent thinkers who thrive on challenge, embrace complexity, and are driven to deliver long-term value. Every team member is empowered to think like an owner, innovate fearlessly, and lead from where they stand. If you're passionate about outcomes and inspired by the opportunity to shape the future of healthcare infrastructure, we want you on our best-in-class team.

ABOUT THE ROLE

Welltower is a leading real estate investment firm with a portfolio spanning the United States, Canada, and the United Kingdom. In the UK, we focus on care home investments, scaling innovative care delivery models, and enhancing the wellness and healthcare experience for residents.

We are seeking an experienced and analytical real estate professional to join our UK investment and asset management team. You will play a central role in sourcing, analyzing, and executing transactions, while partnering with operators to optimize asset performance. Success in this role requires a blend of financial acumen, operational insight (ideally in seniors housing, multifamily, student housing, or hospitality), and a passion for delivering exceptional resident experiences.

KEY RESPONSIBILITIES

This role plays a key part in the growth of Welltower’s UK platform through the following responsibilities:

Investment Analysis & Execution

Analyze and underwrite potential acquisitions and development opportunities for seniors housing.
Conduct detailed financial modeling, including valuations, pro forma cash flow analyses, and return assessments.
Participate in the full transaction cycle, including market research, due diligence, structuring, and closing.

Asset Management

Collaborate with the Asset Management and Investment team leaders to optimize portfolio performance.
Conduct site visits to evaluate property operations, marketing, and sales processes, identifying and addressing issues or opportunities with operational partners.
Monitor and evaluate local market conditions to influence pricing strategies and drive occupancy.
Assist in reviewing monthly operator performance, variance analyses, and strategic planning.

Strategic Collaboration & Presentation

Partner with internal teams to analyze demographics and psychographics of target markets.
Prepare and present investment committee materials, highlighting underwriting, risks, due diligence, and transaction strategies.
Develop and implement business plans, budgets, and financial analyses to support strategic objectives.

OTHER DUTIES

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of this employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.

TRAVEL

Significant out-of-area and overnight travel is expected. A valid UK driving licence will be required.

MINIMUM REQUIREMENTS

Bachelor’s degree in Finance, Economics, or similar business or analytical field required.
A minimum of 2 years of relevant work experience in commercial real estate or healthcare investing, lending, investment banking, or investment sales.
Proficiency in real estate modeling including valuations, returns, and waterfall distributions
Intermediate/Advanced proficiency in Microsoft Excel required
Strong analytical, communication, and relationship-building skills.

Employment is contingent upon the successful completion of a background check, verification of employment, education, and other credentials relevant to the position.

WHAT WE OFFER

Competitive Base Salary + Annual Bonus
Generous Paid Time Off and Holidays
Employee Stock Purchase Program – purchase shares at a 15% discount
Pension Scheme + Profit Sharing Program
Tuition Assistance Program
Comprehensive and progressive Medical/Dental/Vision options
Professional Growth
And much more! https://welltower.com/newsroom/careers/

ABOUT WELLTOWER

Welltower® Inc. (NYSE: WELL) an S&P 500 company, is the world's preeminent residential wellness and healthcare infrastructure company. Our portfolio of 1,500+ Seniors and Wellness Housing communities is positioned at the intersection of housing, healthcare, and hospitality, creating vibrant communities for mature renters and older adults in the United States, United Kingdom, and Canada. We also seek to support physicians in our Outpatient Medical buildings with the critical infrastructure needed to deliver quality care.

Our real estate portfolio is unmatched, located in highly attractive micro-markets with stunning built environments. Yet, we are an unusual real estate organization as we view ourselves as a product company in a real estate wrapper driven by relationships and unconventional culture.

Through our disciplined approach to capital allocation powered by our data science platform and superior operating results driven by the Welltower Business System, we aspire to deliver long-term compounding of per share growth and returns for our existing investors – our North Star.

Welltower is committed to leveraging the talent of a diverse workforce to create great opportunities for our business and our people. EOE/AA. Minority/Female/Sexual Orientation/Gender Identity/Disability/Vet

","hiringOrganization":{"@type":"Organization","name":"Welltower Inc.","sameAs":"https://welltower.com/"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"London, London, United Kingdom","addressCountry":"United Kingdom","addressRegion":"Europe"}}}},{"@type":"ListItem","position":6,"item":{"@type":"JobPosting","title":"Senior Trade and Investments Associate","datePosted":"2025-07-16","description":"

About this role:

Wells Fargo is seeking a Senior Customer Service Representative Licensed.

In this role, you will:

Support internal and external customers by providing moderately complex support services in account management, operations, documentation, funding, customer service and technical support
Provide feedback and present ideas for improving or implementing processes and tools within Customer Service- Licensed group
Perform complex duties including: acting as primary support contact for customers and internal partners, supporting clients, answering questions, solving problems and transactional or navigational support
Provide subject matter expertise and interpretation of procedures to less experienced staff
Interact with immediate team, functional area and internal peers outside work group on wide range of information

Required Qualifications:

4+ years of Customer Service- Licensed experience, or equivalent demonstrated through one or a combination of the following: work experience, training or education

Desired Qualifications:

Active FINRA Series 7 license, required
Active FINRA Series 63 license, required
Good communication skills

Job Expectations:

Willing to do be in a voice, frontline function
Willing to work onsite (BGC office)
Willing to work US hours

Posting End Date:

5 Sep 2025

*Job posting may come down early due to volume of applicants.

We Value Equal Opportunity

Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.

Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. 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. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit’s risk appetite and all risk and compliance program requirements.

Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.

Applicants with Disabilities

To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.

Drug and Alcohol Policy

Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.

Wells Fargo Recruitment and Hiring Requirements:

a. Third-Party recordings are prohibited unless authorized by Wells Fargo.

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

","hiringOrganization":{"@type":"Organization","name":"Wells Fargo","sameAs":"https://www.wellsfargo.com/"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"112152-PHL-TAGUIG CITY-INTL FIVE NEO Bldg, Philippines","addressCountry":"Philippines","addressRegion":"Asia/Pacific"}}}},{"@type":"ListItem","position":7,"item":{"@type":"JobPosting","title":"Financial Data Engineer, Investments, Associate","datePosted":"2025-08-18","description":"

About this role

At BlackRock, we are looking for a Data Engineer who enjoys building and supporting high impact data pipelines to solve complex challenges while working closely with your colleagues throughout the business.

We recognize that strength comes from diversity, and will embrace your outstanding skills, curiosity, drive, and passion while giving you the opportunity to grow technically while learning from hands-on leaders in technology and finance.

With over USD $11 trillion of assets we have an outstanding responsibility: our technology empowers millions of investors to save for retirement, pay for college, buy a home and improve their financial wellbeing.

Being a financial technologist at BlackRock means you get the best of both worlds: working for one of the most successful financial companies and also working in a software development team responsible for next generation technology and solutions.

We are seeking a high-reaching individual to help implement financial data engineering projects, initially focusing on our Index Fixed Income Group for the BGM DnA (\"Data and Analytics\") team in India. We are a community of highly qualified Data Engineers, Content & DevOps Specialists who have a passion for working on data solutions that help drive the agenda for our business partners

Our team is based in San Francisco, London & Hungary, and we will complete the global circle with a new engineering team in Mumbai.

About BlackRock Global Markets

BlackRock Global Markets (“BGM”) functions are at the core of BlackRock’s markets and investments platform, including ETF and Index Investments (“Engine”), Global Trading, Securities Lending, Fixed Income, Liquidity and Financing. BGM is passionate about advancing the investment processes and platform architecture in these areas and on ensuring we engage with other market participants in a collaborative, strategic way.

You should be

Someone who is passionate about solving sophisticated business problems through data!
Capable of the design, implementation, and optimization of data pipelines, ETL processes, and data storage solutions
Able to work closely with multi-functional teams (e.g., Data Science, Product, Analytics, and Citizen Developer teams) to ensure the data infrastructure meets business needs.
Enthusiastic about establishing and maintaining standard methodologies for data engineering, focusing on data quality, security, and scalability.

Key Requirements:

3-6 years Data Engineering experience preferably in the financial sector
Familiarity with any aspect of Fixed Income Index and Market Data including ICE, Bloomberg, JP Morgan, FTSE/Russell, and IBOXX. Liquidity, Venue, and Direct Broker Dealer Market Maker Axe Data. Pricing Data from sources like S&P Global Live Bond Pricing or Bloombergs IBVAL.
Understand Portfolio Management Fundamentals: Asset Management and FI Trading.
A passion for Financial and Capital Markets.
Proven experience working in an agile development team.
Strong problem solving skills.
Strong SQL and Python skills with a proven track record optimizing SQL queries.
Curiosity of financial markets.

Good to Have:

Bachelor’s degree in Computer Science, Engineering, Finance, Economics, or a related field. A Master’s degree or equivalent experience is a plus.
Knowledge of Linux and scripting languages such as Bash
Experience with MySQL, PostgreSQL, Greenplum, Snowflake or similar databases.
Strong experience with ETL/ELT tools like DBT, Pentaho, Informatica or similar technologies.
Experience with DevOps and tools like Azure DevOps

Our benefits

To help you stay energized, engaged and inspired, we offer a wide range of benefits including a strong retirement plan, tuition reimbursement, comprehensive healthcare, support for working parents and Flexible Time Off (FTO) so you can relax, recharge and be there for the people you care about.

Our hybrid work model

BlackRock’s hybrid work model is designed to enable a culture of collaboration and apprenticeship that enriches the experience of our employees, while supporting flexibility for all. Employees are currently required to work at least 4 days in the office per week, with the flexibility to work from home 1 day a week. Some business groups may require more time in the office due to their roles and responsibilities. We remain focused on increasing the impactful moments that arise when we work together in person – aligned with our commitment to performance and innovation. As a new joiner, you can count on this hybrid model to accelerate your learning and onboarding experience here at BlackRock.

About BlackRock

At BlackRock, we are all connected by one mission: to help more and more people experience financial well-being. Our clients, and the people they serve, are saving for retirement, paying for their children’s educations, buying homes and starting businesses. Their investments also help to strengthen the global economy: support businesses small and large; finance infrastructure projects that connect and power cities; and facilitate innovations that drive progress.

This mission would not be possible without our smartest investment – the one we make in our employees. It’s why we’re dedicated to creating an environment where our colleagues feel welcomed, valued and supported with networks, benefits and development opportunities to help them thrive.

For additional information on BlackRock, please visit @blackrock | Twitter: @blackrock | LinkedIn: www.linkedin.com/company/blackrock

BlackRock is proud to be an Equal Opportunity Employer. We evaluate qualified applicants without regard to age, disability, family status, gender identity, race, religion, sex, sexual orientation and other protected attributes at law.

","hiringOrganization":{"@type":"Organization","name":"BlackRock","sameAs":"https://www.blackrock.com/"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"MU8-South (A) Wing, 7-10 Floor, Nesco IT Park Tower 4, Western Express Highway, Mumbai, India","addressCountry":"India","addressRegion":"Asia/Pacific"}}}},{"@type":"ListItem","position":8,"item":{"@type":"JobPosting","title":"Associate Director – Investments (Trade Operations)","datePosted":"2025-08-18","description":"

Company:

Mercer

Description:

We are seeking a talented individual to join our investments team at Mercer. This role will be based in Gurgaon. This is a hybrid role that has a requirement of working at least three days a week in the office.

Associate Director – Investments (Trade Operations)

We are looking to hire an Associate Director in the Global Wealth Investments – Trading operations, who is a part of Mercer’s Investment management Back-office team, and whose work has a direct impact on the team’s successful outcomes.

The role will be responsible for working closely with the Onshore team and involves supporting daily cash raising and trading activities through the use of technology and industry expertise. Responsibilities include preparing invoices, generating ad hoc reports and reconciliations for clients and external parties, and maintaining accurate data loads and reconciliations within trading and reporting systems. The position also ensures timely completion of daily, monthly, and ad hoc processes related to trading execution, data integrity, and system administration.

Exciting opportunity to join a rapidly expanding organization with significant growth potential
Lead initiatives to enhance operational efficiency and drive process improvements
Mercer is a global leader in Health, Wealth, and Career solutions, delivering innovative services tailored to client needs, their leadership, and employees
As a member of Mercer, you will collaborate with industry-leading experts on current HR issues, work with a top-tier team, and benefit from the strength of the MMC brand
Engage with local, national, and international teams to effectively address client requirements by coordinating the most suitable resources
Leverage the Mercer brand to promote our services and share insights with organizations across the region, connecting them with thought leaders in Health, Wealth, and Career
Participate in regular client and colleague interactions to foster continuous learning, skill development, and proactive career growth

We will count on you for:

Service Delivery

Maintain comprehensive knowledge of trade requirements, including settlement timelines and pre-trade notifications, while analysing and executing trades within the trading system, including rebalance plans and cash movements with custodians.
Oversee daily data feeds, validate system pricing and holdings, monitor plan funded status, and resolve discrepancies to ensure data accuracy and integrity.
Coordinate month-end reconciliation processes, review trade instructions for third-party products, and manage the collection and aggregation of pension statements, ensuring accurate and timely reporting.
Drive process improvements, manage relationships with onshore Business Process Owners and senior management, and ensure compliance with internal and client policies to deliver an exceptional client experience.
Provide training and coaching to new team members on automation tools, deliver timely updates to stakeholders, and uphold high standards of operational excellence and client service.
Drive and oversee project initiatives, ensuring timely delivery, quality standards, and troubleshooting support for technical and business issues, while managing capacity and resource utilization across teams.
Ensure adherence to team procedures, tools, and SLAs, with a focus on meeting KPIs, managing client at-risk processes, and maintaining high service standards.
Lead end-to-end delivery management for high-level investment projects, including client communications, reviews, ramp-ups, and transition activities.
Monitor and discuss SLA performance with stakeholders, conduct team meetings, and foster employee engagement through goal setting, mentoring, and career development initiatives.
Manage relationships with onshore Business Process Owners and senior management, ensuring seamless service delivery and strategic alignment.
Champion process improvements, support strategic projects, and focus on capability development, branding, and compliance to enhance organizational effectiveness.
Lead efforts in people engagement, knowledge sharing, and organizational initiatives to improve team performance, client experience, and organizational growth.

Problem Solving

Issue resolution and root cause analysis, whilst assessing the wider employee or client impact and communicate within the team.
Driving Process Improvement Initiatives and delivering results in line with Business Priorities
Suggest and implement improvements to process and delivery to ensure productivity is maintained and efficiency met.

People Management

Manage a team of 8-10 colleagues.
Develop and implement annual training plans tailored to the developmental needs of team members.
Design and maintain succession plans for levels D and E to ensure leadership continuity.
Lead and promote employee engagement initiatives to foster a positive and motivated work environment.
Manage work allocation and re-prioritize tasks as necessary to meet deadlines and operational goals.
Serve as a key escalation point for the team, addressing and resolving issues related to deliverables, client concerns, and personnel matters.

Relationship Management

Manage and strengthen relationships with clients and onshore stakeholders to foster trust and collaboration.
Identify and pursue new opportunities to expand Mercer’s scope of work with clients.
Lead onshore, joint onshore-offshore projects, ensuring seamless coordination and delivery.
Communicate and showcase best practices implemented at Mercer across various forums to promote knowledge sharing.
Proactively address client escalations and queries, working closely with the Account Management team to ensure timely resolution and maintain strong client relationships.

What you need to have:

12+ years of experience in client trading, investment allocation monitoring or similar role.
Excellent interpersonal communication skills both internally and externally.
Bachelor degree in accounting, finance or related field of study preferred.
Understanding of the concepts and derivation of the Net Asset Value calculation for a wide range of investment vehicles.
Demonstrated ability to work in an environment where adherence to procedures and controls is critical.
Proficiency in Microsoft Office, especially Microsoft Excel.
Ability to multitask, manage multiple priorities and work in a rapidly changing and dynamic environment, ensuring standards and deadlines are met and keeping others informed and up-to-date
Strong verbal and written communication and analytical skills
Ability to work and perform under strict deadlines and quick turnaround projects
Ability to understand the link between data, client needs and its application to the “bigger picture”
Exceptional interpersonal, organizational, business communication, and time management skills
Graduate (B.com, BBA or equivalent )
Master’s Degree in finance (in addition to accounting, economics or mathematics) and progress towards CFA and CIPM will be preferred

What makes you stand out?

Proven track record of managing critical situations and scaling business
Adaptable communicator, facilitator, influencer and problem solver
High attention to detail
Good relationship skills, Proven ability to work on own initiative as well as in a team
Adaptable communicator, facilitator and problem solver

Why join our team:

We help you be your best through professional development opportunities, interesting work and supportive leaders.
We foster a vibrant and inclusive culture where you can work with talented colleagues to create new solutions and have impact for colleagues, clients and communities.
Our scale enables us to provide a range of career opportunities, as well as benefits and rewards to enhance your well-being.

Mercer, a business of Marsh McLennan (NYSE: MMC), is a global leader in helping clients realize their investment objectives, shape the future of work and enhance health and retirement outcomes for their people. Marsh McLennan is a global leader in risk, strategy and people, advising clients in 130 countries across four businesses: Marsh, Guy Carpenter, Mercer and Oliver Wyman. With annual revenue of $23 billion and more than 85,000 colleagues, Marsh McLennan helps build the confidence to thrive through the power of perspective. For more information, visit mercer.com, or follow on LinkedIn and X.

Marsh McLennan is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age, background, caste, disability, ethnic origin, family duties, gender orientation or expression, gender reassignment, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, or any other characteristic protected by applicable law.

Marsh McLennan is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections and professional development benefits of working together in the office. All Marsh McLennan colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office-based teams will identify at least one “anchor day” per week on which their full team will be together in person

Mercer, a business of Marsh McLennan (NYSE: MMC), is a global leader in helping clients realize their investment objectives, shape the future of work and enhance health and retirement outcomes for their people. Marsh McLennan is a global leader in risk, strategy and people, advising clients in 130 countries across four businesses: Marsh, Guy Carpenter, Mercer and Oliver Wyman. With annual revenue of $24 billion and more than 90,000 colleagues, Marsh McLennan helps build the confidence to thrive through the power of perspective. For more information, visit mercer.com, or follow on LinkedIn and X.

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Company:

Mercer

Description:

We are seeking a talented individual to join our Investments team at Mercer. This role will be based in Mumbai.This is a hybrid role that has a requirement of working at least three days a week in the office

Specialist – Investments

Reporting & Analytics

An exciting opportunity to join one of Mercer’s largest and most rapidly-growing business areas – UK Investments. As part of our Investments Reporting Team, the successful candidate will play a key role in preparing Performance Monitoring reports for our UK DB clients.

Reporting & Analytics Team (R&A) in GSD Wealth Investments is primarily responsible for supporting and developing Performance Reports for both DB and DC clients on a periodic basis. This team is also accountable for creating monthly strategy reports for their clients and assisting other teams by supplying necessary data.

We will count on you to

Develop and maintain the performance monitoring reports, excel models and flash sheets.
Provide research and analysis of desired quality with an ability to explain anomalies and movements.
Communicate with investment and money managers and custodians to gather and/or clarify client specific data needed for reporting.
Measuring Performance of investments and various asset classes.
As required, participate, and perform task for other research related projects.
Attend queries, concerns, suggestions from stakeholders.
Work in partnership with our internal and external teams to ensure assigned tasks are completed effectively with a strong focus on accuracy, efficiency, and maintaining professionalism.
Take ownership of team processes, whilst always being conscious of the risk of error and ensuring that we have appropriate controls and checks in place to achieve consistently excellent results.
Identifying issues but also offering and putting forward ideas and solutions. Ensuring all issues are communicated and escalated appropriately to the Process Lead / Portfolio Owner.
Attend daily team conference calls along with other weekly/ad-hoc calls to allow for effective communication and escalation of matters when required.
Identify areas for training and development and be pro-active in finding ways to achieve development plans.
Provide support to the Process Leads / Portfolio Owners as required on operational changes, risk management and overall operational planning.

What you need to have:

A relevant professional qualification with 2-4 years’ experience in the financial sector.
Ability to understand and interpret performance indicators.
Professional and enthusiastic approach to work.
Accuracy and attention to detail key requirements.
Highly driven and disciplined.
Strong proficiency in IT skills (PowerPoint, Excel, Word).
Adept in undertaking and articulating investment research and insights.
Ability to understand and interpret large amounts of fund performance indicators.
Ability to work as part of a team.
Excellent verbal and written communication skills.
Ability to absorb new information quickly.
Managing Relationships: Demonstrates the ability to build relationships with colleagues from a variety of different divisions / Demonstrates effective communication skills.
Planning and Organizing: Ability to prioritize workload effectively in order to support the team.

What will make you stand out:

Education/ Qualification: Masters in Finance or similar field, or MBA. Candidates having MBA/CFA/FRM will be an advantage.
Hands-on experience of Python and VBA will be an added advantage.
Self-starter with energy, proactivity, and desire to see things done efficiently.
Ability to consistently prioritize work.
Solutions driven – ability to see the bigger picture and be proactive in identifying areas for service enhancement.
Strong proficiency in Excel and Word with experience using daily in previous roles.

Why join our team:

We help you be your best through professional development opportunities, interesting work and supportive leaders.
We foster a vibrant and inclusive culture where you can work with talented colleagues to create new solutions and have impact for colleagues, clients and communities.
Our scale enables us to provide a range of career opportunities, as well as benefits and rewards to enhance your well-being.

Mercer, a business of Marsh McLennan (NYSE: MMC), is a global leader in helping clients realize their investment objectives, shape the future of work and enhance health and retirement outcomes for their people. Marsh McLennan is a global leader in risk, strategy and people, advising clients in 130 countries across four businesses: Marsh, Guy Carpenter, Mercer and Oliver Wyman. With annual revenue of $24 billion and more than 90,000 colleagues, Marsh McLennan helps build the confidence to thrive through the power of perspective. For more information, visit mercer.com, or follow on LinkedIn and X.

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Job Summary

The AVP, Investments will report to the VP, Enterprise Investments and Hedging Solutions and work with the broader investments team to project manage and help produce all investment related deliverables, including researching new investment ideas, strategic asset allocation (SAA) and tactical asset allocation (TAA),ALM, day to day management of the portfolio, and ad-hoc projects.

This position will have direct reports and interact with key members of external asset managers serving the Company in addition to interacting with other F&G functional team members to ensure progress and continuity of investment related projects.

Duties and Responsibilities

Lead the enterprise strategic asset allocation work in collaboration with internal F&G teams and external managers
Co-own the dynamic and tactical asset allocation processes with the business verticals on the team
Portfolio optimization –Design and execute portfolio programs to improve profitability of, or reduce risk in, the inforce portfolio
Liaise and oversee external investment managers
Work closely with the Investment Portfolio Analytics Team and external managers to report on portfolio metrics and provide analytical insight into the portfolio
Lead the planning, coordination, analysis, and creation of presentation materials for the Investment Committee on behalf of the Investment Department
Responsible for investment related deliverables, such as presentation materials and data requests from all external stakeholder (rating agencies, investors, etc)
Work closely with the Investment Portfolio Analytics Team to develop, manage, and implement a robust process for portfolio benchmarking
Support internal company-wide initiatives such as ESG, ICOLI and Corporate Development, as needed
Provide strategic insight for senior members of the Investments team in the evaluation of assumptions used in various asset modeling, portfolio optimization, and trade program processes
Communicate investment directives and needs to the external asset managers in a timely and regular manner, including assessment and execution of tactical asset allocations
Manage and oversee the overall asset class SME program on the team
Provide day-to-day management of the portfolio
Provide ad-hoc analytical requests

Experience and Education Requirements

Bachelor’s degree in mathematics, economics, investments or related field.
10+ years of related experience with a minimum of 5 years experience working within or with the investments team of an insurance company4+ years experience leading a team
CFA and/or ASA designation preferred
Experience with life/annuity company liabilities preferred

Knowledge, Skills & Abilities

Knowledge of fixed income portfolio management, and exposure to other general account assets – i.e. structured assets, real estate, alternatives
Demonstrated strong asset modeling skills with the ability to automate/streamline current processes
Ability to lead and manage large-scale projects & teams and manage competing priorities
Understanding of STAT and GAAP accounting frameworks
Understanding of insurance capital frameworks
Strong collaborator with demonstrated project management skills
Strong capabilities in MS Excel and, Bloomberg, Aladdin (or similar modeling and investment systems)
Effective verbal and written communication skills
Superior analytical and problem solving skills
Team player who is comfortable working in a dynamic, fast-paced entrepreneurial environment
Ability to lead and manage a team

Other Requirements

Perform other functions, duties and projects as assigned
Regular and punctual attendance
Ability to travel up to 30%

#IND-HP

#LI-MK1

#LI-Remote.

Additional Information

Work Environments

F&G believes in an employee-centric flexible environment, which is why we offer the ability for in-office, hybrid and remote work arrangements. During the hiring process, you'll work with your leader to decide what works best for your role.

F&G complies with federal and state disability laws and makes reasonable accommodations for applicants and candidates with disabilities, unless such accommodation would cause an undue hardship for F&G. If reasonable accommodation is needed to participate in the job application or interview process, please contact talentacquisition@fglife.com.

Join our employee-centric hybrid work environment: F&G Careers

About F&G

Since 1959, Fidelity & Guaranty Life Insurance Company (F&G) has offered annuity and life insurance products to those who are seeking security in retirement and protection during life’s unexpected events.

As a national Top Workplace1, an Iowa Top Workplace2 and a proud equal opportunity employer, F&G team members are empowered, collaborative, dynamic and authentic. We believe that by embracing these values, we will continue to build and strengthen the company while continuing to be a great place to work.

1Top Workplaces USA 2022 – 2023

2Des Moines Register Top Workplaces 2018 – 2022

Notice for all Applicants who are California residents under the California Privacy Rights Act. Please click here to review the policy.

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Company:

Mercer

Description:

Director – Data Management

We are seeking a talented individual to join our Data Management team at Wealth Investments. This role will be based in Mumbai. This is a hybrid role that has a requirement of working at least three days a week in the office.

We are seeking a dynamic and entrepreneurial leader to establish and lead a brand-new Data Team with a significant mandate to support our business in all critical processes. This role is ideal for a visionary with a tech-first mindset who can blend people, process, and technology to deliver high-impact, pragmatic solutions that directly drive business value. The position will partner closely with the Global Head of Data and the Global Data Team and business stakeholders, enabling day-to-day operational excellence while innovating to meet evolving needs.

The ideal candidate will think and act like a business owner—focusing on ROI, mitigating risks, and ensuring value delivery. They will have deep expertise in the Investment Domain and a proven track record in managing data analysts, implementing robust data management practices, and delivering creative solutions that scale

We will count on you to:

1) Strategic Leadership

Establish and lead a high-performing Data Team from the ground up, instilling a culture of accountability and excellence.
Develop and execute a data strategy that aligns with business priorities and delivers measurable impact.
Serve as a trusted partner working with the Global Data team, senior business leaders, anticipating needs and proactively offering solutions.

2) Solution Delivery

Design and deliver pragmatic, scalable solutions leveraging a balanced mix of people, processes, and technology.
Collaborate with technology teams to build both tactical and strategic solutions—ranging from quick-win tools to enterprise-scale platforms.
Oversee data pipelines, sourcing, and management for investment advisory and OCIO business areas, ensuring timely, accurate, and high-quality data delivery.
Introduce and oversee a lightweight development capability to quickly design and deploy targeted end-user solutions, using low-code, no-code, and scripting tools.

Data Management Excellence

Design, implement, and mature core data management practices across governance, quality, lineage, metadata, and stewardship.
Establish policies, standards, and controls to ensure data is accurate, consistent, and fit for purpose across the investment lifecycle.
Implement data quality monitoring and remediation processes, ensuring issues are proactively identified and addressed.

Business Partnership & Communication

Act as the voice of the data team, effectively communicating the team’s value and impact to business leaders.
Present data-driven recommendations to influence strategic decisions

What you need to have:

12+ years of experience in Information Systems Management, or a related discipline with a focus on domain i.e. Investment Banking/Asset Management (Middle Office/Back office).
Familiarity with designing data models and defining data architecture schema for Investment Banking or Asset Management purposes.
Proficiency in data processing and working with data warehouse/big data environments relevant to Investment Banking or Asset Management.
Excellent skillset in Reference Database Management System (RDBMS) to ingest, maintain and distribute data for Equity, Fixed Income, Alternatives and other Asset Classes.
Proficiency identifying process flow mapping and process redesigning specifically for Investment Banking or Asset Management data.
Proficiency in project management tools such as Jira Kanban and Confluence or similar tool is plus.Experience in business process improvement, including conducting data investigations to determine the root cause of data issues.
Familiarity with ETL tools for efficiently and accurately importing new data from various external/internal sources, as well as data sourcing and data mapping specifically to Investment data.
Good analytical and technical abilities as the role would involve ability to spot anomalies and create processes to put control on them.
Good communication skills to ensure issues clearly identified and explained to various interested stakeholders.
Ability to work collaboratively with multi-disciplinary and global teams to ensure goals are met

What makes you stand out?

Experience and/or familiarity in no-code, low-code solutions and latest AI-based coding tools
Knowledge and experience gained in implementing financial data solutions such as S&P EDM, Alpha Data Platform, and/or FactSet. Industry qualifications - CFA or CIPM or DAMA
Demonstrated willingness to support and mentor colleagues
Demonstrated experience in taking a hands-on approach working closely with the team and colleagues to design, develop and implement data solutions
Excellent communication skills working closely with colleagues at all levels
Experience of business process improvement in asset management – for example, performing data investigations to determine root cause of data quality issues.

Mercer, a business of Marsh McLennan (NYSE: MMC), is a global leader in helping clients realize their investment objectives, shape the future of work and enhance health and retirement outcomes for their people. Marsh McLennan is a global leader in risk, strategy and people, advising clients in 130 countries across four businesses: Marsh, Guy Carpenter, Mercer and Oliver Wyman. With annual revenue of $24 billion and more than 90,000 colleagues, Marsh McLennan helps build the confidence to thrive through the power of perspective. For more information, visit mercer.com, or follow on LinkedIn and X.

","hiringOrganization":{"@type":"Organization","name":"Marsh McLennan","sameAs":"https://www.marshmclennan.com/"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"Mumbai - Hiranandani, India","addressCountry":"India","addressRegion":"Asia/Pacific"}}}},{"@type":"ListItem","position":12,"item":{"@type":"JobPosting","title":"Manager Research Associate II - Alternative Investments","datePosted":"2025-08-07","description":"

Position Overview

At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company’s success. As a Manager Research Associate II – Alternative Investments within PNC's Asset Management Group Investment Office organization, you will be based in Philadelphia, PA.

Responsibilities require time in the office or in the field on a regular basis. Some responsibilities may be performed remotely, at the manager’s discretion.

This position will be on the Alternative Investments Manager Research team. Preferred skills/experience include:

•\tKnowledge and/or interest in alternative investments a plus
•\tStrong Excel skills
•\tTeam player, with ability to collaborate with others
•\tExcellent writing skills
•\tDetail oriented
•\tPursuing or interest in pursuing a CFA or CAIA a plus

Job Description

Under limited direction, performs analysis, due diligence research, monitoring and analytical activities for a variety of investment portfolio disciplines. Participates in manager interviews.
Actively learns and incorporates due diligence processes and/or portfolio analyses into daily activities. Gathers information and independently generates reports.
Supports team members to ensure that appropriate investment managers are reviewed, selected for the platform and/or portfolios and monitored. Uses applicable systems to gather information and produce reports.
Introduces new investment managers onto the platform and/or into portfolios by providing a robust analysis surrounding the fit of a sector or manager within an overall asset allocation framework.
Researches and compiles information to team members to be included in final reports. May join specialists in authoring and presenting final reports.

PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be:

Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.

Qualifications

Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position.

Preferred Skills

Analytical Thinking, Asset Management, Capital Management, Due Diligence, Financial Management, General Ledger (GL), Process Control, Revenue Recognition

Competencies

Accuracy and Attention to Detail, Analytical Thinking, Business Data Analysis, Decision Making and Critical Thinking, Effective Communications, Industry Knowledge, Influencing, Managing Multiple Priorities, Problem Solving, Regulatory Environment - Financial Services

Work Experience

Roles at this level typically require a university / college degree, with 2+ years of relevant professional experience. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.

Education

Bachelors

Certifications

No Required Certification(s)

Licenses

No Required License(s)

Benefits

PNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives.

In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 8 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.

To learn more about these and other programs, including benefits for full time and part-time employees, visit Your PNC Total Rewards.

Disability Accommodations Statement

If an accommodation is required to participate in the application process, please contact us via email at AccommodationRequest@pnc.com. Please include “accommodation request” in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call 877-968-7762 and say \"Workday\" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.

At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions.

Equal Employment Opportunity (EEO)

PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law.

This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history.

California Residents

Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.

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GIC is one of the world’s largest sovereign wealth funds. With over 2,000 employees across 11 locations around the world, we invest in more than 40 countries globally across asset classes and businesses. Working at GIC gives you exposure to an extraordinary network of the world’s industry leaders. As a leading global long-term investor, we Work at the Point of Impact for Singapore’s financial future, and the communities we invest in worldwide.

Real Estate

We were an early entrant among institutional investors in real estate including traditional private real estate (brick-and-mortar assets), public equities, real estate investment trusts, and real estate-related debt instruments.

Real Estate – Japan

The key role of the Japan team is to implement GIC RE's strategy to build its global real estate portfolio, with the primary objective of achieving superior long-term risk-adjusted returns. We are looking for a suitable candidate to join our Japan team as an Analyst/Associate. The team has a substantial direct real estate portfolio spanning across many sectors. This role will be based in Tokyo.

What impact can you make in this role?

You will be part of a team that ranks among the top global real estate investment firms and handles a multi-billion-dollar Real Estate portfolio globally. You will invest with scale across sectors, regions, and capital stack to generate alpha through our in-house investment, and asset management capabilities.

What will you do in the Investments team?

The Investments team is involved in both investment and asset management functions:
Screen and evaluate deals, by performing market research, financial analysis and cash-flow modeling, investment feasibility, and making recommendations to senior members of the team
You are encouraged to form independent thinking and proactively share their views
Assist in managing the deal through the whole process, from preparing internal approval papers, to due diligence, negotiation, structuring, documentation and closing. Ability to multi-task and manage processes are critical
Play a key role in asset managing the existing portfolio, by working with joint venture partners or service providers like property managers and leasing agents. Key tasks include the development of annual strategic asset plans and budgets and overseeing their effective implementation. As GIC is an investment manager, the involvement will be more at the strategic level than operational, therefore effective engagement and oversight at the strategic level is key
Actively monitor the ongoing performance of the assets, through regular review of asset performance against budgets and benchmarks. One key requirement is to look forward, anticipate issues and recommend solutions ahead of time.
Assist senior members of the team in business development and relationship building

What qualifications or skills should you possess in this role?

Preferably Degree in Real Estate, Finance, Economics, Business or a similar discipline
At least 1 - 5 years' relevant working experience in investment and/or asset management. Exposure to the Japan real estate investing market will be advantageous
Strong teamwork and collaborative mindsets
Strong critical thinking and business acumen, intellectual curiosity balanced with practical mindset, action-oriented and a good sense of urgency
Attention to detail and an ability to deal with operational processes
Strong communication and interpersonal skills and savvy
Bilingual in Japanese and English

Work at the Point of Impact

We need to be forward-looking to attract the right people to help us become the Leading Global Long-term Investor. Join our ambitious, agile, and diverse teams - be empowered to push boundaries and pursue innovative ideas, share your views, and be heard. Be anchored on our PRIME Values: Prudence, Respect, Integrity, Merit and Excellence, which guides us in how we make our day-to-day decisions. We strive to inspire. To make an impact.

Flexibility at GIC

At GIC, our offices are vibrant hubs for ideation, professional growth, and interpersonal connection. At the same time, we believe that flexibility allows us to do our best work and be our best selves. Thus, our teams come into the office four days per week to harness the benefits of in-person collaboration, but have the flexibility to choose which days they work from home and adjust this arrangement as situational needs arise.

GIC is an equal opportunity employer

GIC is an equal opportunity employer GIC is an equal opportunity employer, and we value diversity. We do not discriminate based on race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment.

Please email grphrodtaops@gic.com.sg at any point of the application or interview process if adjustments need to be made due to a disability.

Learn more about our Real Estate Department here: https://gic.careers/group/real-estate/

","hiringOrganization":{"@type":"Organization","name":"GIC Private Limited","sameAs":"https://www.gic.com.sg"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"Tokyo, JP","addressCountry":"Japan","addressRegion":"Asia/Pacific"}}}},{"@type":"ListItem","position":14,"item":{"@type":"JobPosting","title":"Python Developer (Technical lead), Investments, Associate","datePosted":"2025-08-18","description":"

About this role

BlackRock’s Fixed Income team runs more than $1 trillion in global fixed income assets across index, active long-only, alternative, and liability driven strategies. The platform offers fixed income investors one of the industry's broadest array of investment choices across model-based and fundamental investment styles.

With over $400 billion in assets under management, the BlackRock Financial Institutions Group (FIG) is hiring a Technical Program Manager (TPM) to lead and build the technology function supporting FIG’s investment processes. This is a hybrid leadership role that blends hands-on development, team management, and cross-functional stakeholder engagement.

The TPM will manage end-to-end technology delivery, drive governance and standardization, and directly mentor both junior developers and business-aligned citizen developers. You’ll be responsible for designing and delivering scalable tools using Python and Streamlit, while embedding best practices across a growing ecosystem of investment-enabling technology.

In addition, the TPM will spearhead the exploration and implementation of Generative AI (GenAI) solutions—identifying high-value use cases, building prototypes, and integrating AI assistants or copilots that enhance productivity, insight generation, and user experience within the investment process.

Key Responsibilities

1.Hands-On Technical Delivery

Design, develop, and deploy internal tooling and analytics using Python and Streamlit.
Contribute to and oversee reusable libraries, APIs, and visualizations for investment and operational needs.
Maintain high standards in code quality, performance, and documentation.

2.Program & Delivery Leadership

Own the roadmap and execution of technical projects, ensuring timely, high-impact delivery.
Lead agile processes including sprint planning, prioritization, and retrospectives.
Track deliverables and manage risks across multiple workstreams.

3.Team Management & Mentorship

Lead a currently small growing technical team, distributing tasks, conducting reviews, and fostering growth.
Guide citizen developers and business stakeholders building local tools - offering technical support, guardrails, and integration guidance.
Champion a collaborative, learning-oriented environment.

4.Tech Governance & DevOps

Define and enforce governance practices for the team’s codebase—version control, testing, modularity, and reuse.
Maintain and evolve CI/CD pipelines and infrastructure using Azure and modern DevOps best practices.
Ensure integration with enterprise platforms and APIs.

5.Stakeholder Engagement

Work closely with portfolio managers, investment strategists, data and risk teams to understand needs and translate them into scalable tech solutions.
Present demos, technical updates, and roadmaps to senior stakeholders.
Facilitate coordination with enterprise engineering teams (e.g., platform and infra).

What We’re Looking For

Required Skills and Qualifications

3-6 years of experience in engineering or technical program leadership roles, including both people and project management.
Proficiency in Python, with experience building and deploying user-facing tools using Streamlit, and leveraging libraries such as pandas, NumPy, and matplotlib for data analysis and financial modeling.
Strong familiarity with CI/CD pipelines, Azure, and modern DevOps practices.
Track record of leading delivery from concept to production.
Exceptional communication and stakeholder management skills across tech and business.
Familiarity with Portfolio Management software and tools.
Solid understanding of version control systems, preferably Git, and experience in managing a collaborative codebase.

Desirable Skills

Experience mentoring citizen developers or enabling business-side teams to build responsibly.
Knowledge of fixed income or other capital markets; Aladdin platform familiarity is a plus.
Familiarity with Tableau, data APIs, or lightweight ETL frameworks.
Exposure to risk, performance attribution, or investment workflows.

What we offer?

A global role at the intersection of finance and technology, with a significant impact on investment strategies and outcomes.

Opportunities for professional growth in both technology and financial domains.
A collaborative and innovative team environment focused on continuous improvement and excellence.
Exposure to cutting-edge Generative AI technologies and the opportunity to design and apply AI-driven solutions in real-world investment workflows.

Our hybrid work model

About BlackRock

For additional information on BlackRock, please visit @blackrock | Twitter: @blackrock | LinkedIn: www.linkedin.com/company/blackrock

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Who we are looking for

Join us if making your mark in the financial services industry from day one is a challenge you are up for.

What you will be responsible for

Within this global middle office team your role will involve interaction with teams in the US, India and EMEA. key assist and complete all their daily tasks within the required deadlines.

Below details the core daily tasks:

Trade File Processing

Processing trade file transmitted by the Fund daily on trade-date.

Trade Confirmation

Verifying loan trades to LMA/LSTA documentation and processing trade settlement based on funding memos.

Trade Lifecycle Management

Verifying and processing of loan lifecycle such as Interest, Paydowns, PIK, Drawdowns to agent notices.

Reconciliations

To review and resolve daily reconciliation breaks by liaising the client and NAV teams as required.

Pricing

Ensuring Loans are pricing in accordance with the pricing matrix.

Projects

Active involvement within multiple global team ongoing projects.

Education & Preferred Qualifications

Bachelor’s degree
3 years of experience
Working knowledge of financial products
Excellent computer skills
Superior communication skills
Ability to work in a fast paced, demanding environment
Geneva experience and loan experience, preferred
Must be comfortable working in a dispersed and virtual team environment.

About State Street

What we do. State Street is one of the largest custodian banks, asset managers and asset intelligence companies in the world. From technology to product innovation, we’re making our mark on the financial services industry. For more than two centuries, we’ve been helping our clients safeguard and steward the investments of millions of people. We provide investment servicing, data & analytics, investment research & trading and investment management to institutional clients.

Work, Live and Grow. We make all efforts to create a great work environment. Our benefits packages are competitive and comprehensive. Details vary by location, but you may expect generous medical care, insurance and savings plans, among other perks. You’ll have access to flexible Work Programs to help you match your needs. And our wealth of development programs and educational support will help you reach your full potential.

Inclusion, Diversity and Social Responsibility. We truly believe our employees’ diverse backgrounds, experiences and perspectives are a powerful contributor to creating an inclusive environment where everyone can thrive and reach their maximum potential while adding value to both our organization and our clients. We warmly welcome candidates of diverse origin, background, ability, age, sexual orientation, gender identity and personality. Another fundamental value at State Street is active engagement with our communities around the world, both as a partner and a leader. You will have tools to help balance your professional and personal life, paid volunteer days, matching gift programs and access to employee networks that help you stay connected to what matters to you.

State Street is an equal opportunity and affirmative action employer.

Discover more at StateStreet.com/careers

Salary Range:

$52,000 - $94,120 Annual

The range quoted above applies to the role in the primary location specified. If the candidate would ultimately work outside of the primary location above, the applicable range could differ.

Job Application Disclosure:

It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

","hiringOrganization":{"@type":"Organization","name":"State Street","sameAs":"https://www.statestreet.com/"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"Sacramento, California, United States","addressCountry":"United States","addressRegion":"North America"}}}},{"@type":"ListItem","position":16,"item":{"@type":"JobPosting","title":"Accountant - Tax & Investments","datePosted":"2025-07-22","description":"

Company Description

Since 2002, KordaMentha has been entrusted with some of the region’s most complex and sensitive commercial situations. We are an advisory and investment firm at heart, helping corporations, financiers, lawyers, private investors and government clients to grow, protect and recover value.

But we are so much more than that.

Fiercely independent, strategically local, and with a bias for action to get things done, we focus on doing what is right by our clients, our people, and the wider community. Our diverse experience – from finance and real estate to law enforcement and the c-suite – enables us to make a difference for our clients across our service offerings in financial crime, forensic, performance improvement, real estate and restructuring.

We provide bold and impactful solutions delivering growth, certainty, and value. There is strength in difference. And we are different.

Job Description

With the continued growth of the KordaMentha business, we are expanding our Melbourne based Finance team and are seeking a detail-oriented Accountant – Tax & Investments.

This is a great opportunity for someone early in their career who’s looking to gain hands-on experience across a variety of areas including tax compliance, accounting, and investment administration, whilst being supported by a close knit and experienced team.

You’ll work alongside professionals who are eager to help you grow, while contributing to meaningful work that supports both the KordaMentha business and family office structures. You’ll also have the chance to get involved in projects that will broaden your skills and build your confidence

Duties of the role

Tax compliance including preparation of tax return workpapers, BAS, FBT, Taxable Payments, ABN and tax registrations including GST, FATCA & CRS compliance
Tax and Accounting policy, procedure and compliance documentation review and update
Maintaining investment registers and documentation
Assisting the team with reporting, research and analysis as required

Qualifications

Hold a Bachelor degree in Accounting or similar
CAANZ or CPA qualified or part-qualified beneficial but not essential
Strong Excel skills
Knowledge of tax compliance requirements in Australia
Strong knowledge of accounting standards and application
Management reporting and analysis skills
Strong knowledge of accounting systems such as Microsoft Dynamics FinOps and Financial Reporter, beneficial but not essential
Be flexible to work on projects and manage workload to external and internal deadlines

Additional Information

At KordaMentha, we believe there is strength in difference. Our entrepreneurial spirit expands the possibilities for action. We approach situations, challenges, and opportunities with optimism, curiosity, and diversity of thought. We seek novel solutions to problems and encourage unconventional and innovative approaches.

Our team's diverse skillsets, backgrounds and experiences fuel KordaMentha's different mindset. We encourage candidates from all backgrounds to apply, recognising that talent and potential extend beyond traditional qualifications. Our selection process values diverse perspectives and considers each applicant's unique strengths and capabilities.

","hiringOrganization":{"@type":"Organization","name":"KordaMentha","sameAs":"https://kordamentha.com"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"Melbourne, VIC, Australia","addressCountry":"Australia","addressRegion":"Asia/Pacific"}}}},{"@type":"ListItem","position":17,"item":{"@type":"JobPosting","title":"Investments Performance Analyst","datePosted":"2025-07-15","description":"

Company:

Mercer

Description:

We are seeking a talented individual to join our Investments team at Mercer. This role will be based in Porto or Lisbon. This is a hybrid role that has a requirement of working at least three days a week in the office.

As an Investments Performance Analyst at Mercer, you will be responsible for calculating, analyzing and evaluating investment performance both at a for client and fund level. Your role will involve using performance measurement methodologies, analyzing data with the help of an Investment Performance platform to provide insights to stakeholders. As part of the performance team you will work to optimize processes and ensure accurate and trusted performance calculations.

This position requires a strong background in Investments Performance Measurement, Attribution and Risk experience with performance measurement platforms, and knowledge of industry standards such as Global Investment Performance Standards (GIPS®).

We will count on you to:

Performance Calculations: investments performance, attribution and risk calculations that are accurate and timely. Either via a performance platform or on excel.
Performance Measurement Methodologies: Implement performance measurement methodologies and frameworks to ensure accurate and consistent performance calculations. Stay updated with industry best practices and incorporate them into the performance measurement process.
Data Management: Manage and analyze large datasets related to investment performance. Ensure data integrity and accuracy by implementing quality control measures.
Process Optimization: Collaborate with cross-functional teams to optimize processes and improve the efficiency and effectiveness of performance measurement and analysis. Identify areas for improvement and implement solutions to enhance the overall performance measurement function.

What you need to have:

Bachelors or Master’s in Finance, Economics, Management, Mathematics, Engineering, or similar.
Strong Microsoft Office skills.
Fluent English level (minimum C1).
Performance Analysis: Strong experience in performance analysis, preferably in a financial services or investment environment. Familiarity with performance measurement platforms and tools.
Performance Measurement Methodologies: In-depth knowledge of performance measurement, attribution, and risk calculation (PMAR) methodologies. Understanding of Global Investment Performance Standards (GIPS) and their application.
Analytical Skills: Strong analytical and problem-solving skills to interpret complex data and identify performance trends and patterns. Proficiency in data analysis tools and techniques.
Communication Skills: Ability to effectively communicate complex performance analysis findings to both technical and non-technical stakeholders. Strong written and verbal communication skills.
Ease with VBA/Python.
SQL skills.
Attention to detail is critical.
Strong problem-solving skills & ability to clearly articulate complex issues.
Excellent planning and organizational skills in order to prioritize and effectively manage a wide variety of ongoing tasks.
Proactive and goal oriented.

What makes you stand out?

Project Management: Experience in project management, including planning, execution, and monitoring of performance-related projects. Ability to manage multiple projects simultaneously and meet deadlines.
Investment Management Experience: Experience working at an asset or fiduciary manager, with a strong understanding of investment management principles and practices.
Performance Measurement Systems: Experience in implementing or managing performance measurement systems, such as the Eagle investment performance system. Skills in SQL or other technical skills related to data analysis.
Certification or Relevant Experience: CIPM/CFA certification completed or in progress, or relevant practical experience in performance analysis and measurement.

Why join our team:

We help you be your best through professional development opportunities, interesting work and supportive leaders.
We foster a vibrant and inclusive culture where you can work with talented colleagues to create new solutions and have impact for colleagues, clients and communities.
Our scale enables us to provide a range of career opportunities, as well as benefits and rewards to enhance your well-being.

Mercer, a business of Marsh McLennan (NYSE: MMC), is a global leader in helping clients realize their investment objectives, shape the future of work and enhance health and retirement outcomes for their people. Marsh McLennan is a global leader in risk, strategy and people, advising clients in 130 countries across four businesses: Marsh, Guy Carpenter, Mercer and Oliver Wyman. With annual revenue of $24 billion and more than 90,000 colleagues, Marsh McLennan helps build the confidence to thrive through the power of perspective. For more information, visit mercer.com, or follow on LinkedIn and X.

Marsh McLennan is committed to creating a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age, background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, or any other characteristic protected by applicable law.

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About Northern Trust:

Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889.

Northern Trust is proud to provide innovative financial services and guidance to the world’s most successful individuals, families, and institutions by remaining true to our enduring principles of service, expertise, and integrity. With more than 130 years of financial experience and over 22,000 partners, we serve the world’s most sophisticated clients using leading technology and exceptional service.

Major Duties :1.\tAct as the primary Alternative Asset Services contact for client relationship managers at Northern Trust for all client related inquiries regarding alternative investments.\n \n2.\tMonitor, resolve, and respond to inquiries from internal and external parties; including pulling and interpreting data, and preparing analysis with a view to ensuring client valuation expectations are met.\n\n3.\tManage their assigned daily tasks to ensure day to day deliverables are met but are expected to work effectively in a team environment.\n\n4.\tConsistently review and assess processes to identify process improvements for increased team efficiency.\n\n5.\tActively participate in department projects and initiatives\n\n6.\tExpected to use some initiative but refer more complex problems to supervisors/experts\n\nKnowledge :Good oral and written communication skills are required\n\nWorking knowledge of MS Office is required\n\nAnalytical and problem solving skills are required\n\nKnowledge of Capital Markets with exposure to Hedge Funds/Private Equity/Comingles Funds/Valuation Reporting/Reconciliation Principles, and finance or accounting preferred\n\nWork schedule will be congruent to our Chicago office hours (start time will be 6:30am/7:30am depending on Daylight Savings)\n\nExperience :A college degree required with an emphasis in Finance & Accounting preferred.

Working with Us:

As a Northern Trust partner, greater achievements await. You will be part of a flexible and collaborative work culture in an organization where financial strength and stability is an asset that emboldens us to explore new ideas.

Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to assisting the communities we serve! Join a workplace with a greater purpose.

We’d love to learn more about how your interests and experience could be a fit with one of the world’s most admired and sustainable companies! Build your career with us and apply today. #MadeForGreater

Reasonable accommodation

Northern Trust is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at MyHRHelp@ntrs.com.

We hope you’re excited about the role and the opportunity to work with us. We value an inclusive workplace and understand flexibility means different things to different people.

Apply today and talk to us about your flexible working requirements and together we can achieve greater.

","hiringOrganization":{"@type":"Organization","name":"Northern Trust","sameAs":"https://www.northerntrust.com/"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"Tempe, AZ Building 2190, United States","addressCountry":"United States","addressRegion":"North America"}}}},{"@type":"ListItem","position":19,"item":{"@type":"JobPosting","title":"Partner Investments Analyst","datePosted":"2025-08-07","description":"

Partner Investments drives revenue growth for Microsoft by leading the decisions and governance for the multi-billion portfolio of commercial investments across our Global Channel Partner Sales organization (GCPS). In addition, the team provides the governance and end-to-end ownership for systems, tools, analytics and compliance for GCPS.

This team is looking for a talented analyst to join. We are a group who strive to be highly collaborative and curious, focused on impact, and proactive problem solvers with a mindset to drive our business forward. We are obsessed with the go-to-market execution, implementation, and performance of our partner investments and incentives portfolio, and we care deeply about the success of our partners and customers. We are analytical thinkers who value quality and appreciate creativity grounded with common sense. We work hard and have fun as well. In this role, you will have the opportunity to make an impact on a global scale as you influence the future of our incentive programs through deep, insightful analytics.

As a Partner Investments Analyst, you will play a lead role in driving in-depth analysis, producing insights and recommendations to existing and future partner incentives programs. Present findings to leadership and influence stakeholders to adopt your recommendations. As the primary business owner of incentives data, you will also drive enhancement requirements to our incentives data pipeline and internal reporting, partnering with the incentives engineering teams.

Microsoft’s mission is to empower every person and every organization on the planet to achieve more. As employees we come together with a growth mindset, innovate to empower others, and collaborate to realize our shared goals. Each day we build on our values of respect, integrity, and accountability to create a culture of inclusion where everyone can thrive at work and beyond.

Responsibilities

Work with business stakeholders to build pipeline of business questions and analysis required
Perform in-depth analysis using statistical methods and provide recommendations on current and future incentives design. Share & advocate recommendations to influence Leadership and business stakeholders
Support business review rhythm with key insights & analysis for strategic incentives
Built what-if models to understand impact of proposed designs relative to partner earning opportunity, forecast & impact
Build connections with other analytic & data science teams to amplify & extend scale of work and leverage practices
Support key stakeholders with ad-hoc queries on partner incentives
Drive incentives data pipeline enhancements with upstream engineering teams
Drive design & recommendations of incentives internal reporting experience, define key KPIs, metrics & views

Other

Embody our Culture and Values

Qualifications

Required/minimum qualifications

Bachelor's Degree in Business, Operations, Finance, or related field AND 4+ years experience in program management, or business analytics roles
- OR equivalent experience.
Ability to understand concepts within partner ecosystems and incentive structures, offering insights that contribute to strategic problem-solving within broader business contexts
Demonstrated proficiency in analytics, encompassing statistical inference and analysis, data visualization, and data management
Experience in tools such as DAX, Excel PowerPivot, SQL & Kusto

Additional or preferred qualifications

Master's Degree in Business, Operations, Finance, or related field AND 6+ years experience in program management, process management, or process improvement
- OR equivalent experience.
Proficient in written and oral communication skills, particularly the ability to synthesize complex issues and scenarios into easy-to-understand concepts with audiences of all levels
Keen ability to build effective relationships with multiple stakeholders
Well organized with skills in cross-team collaboration
Exhibit business curiosity with the ability to act broadly across the Commercial Partner landscape
Exhibit a high degree of self-awareness, professional maturity, and situational leadership
Comfortable driving impactful outcomes in a fast-paced, ambiguous environment with a forward-thinking mindset
Ability to learn new technical capabilities (datasets, tools) as needed
Knowledge of Microsoft commercial licensing and Partner Ecosystem is a plus

Business Program Management IC4 - The typical base pay range for this role across the U.S. is USD $96,500 - $188,400 per year. There is a different range applicable to specific work locations, within the San Francisco Bay area and New York City metropolitan area, and the base pay range for this role in those locations is USD $123,500 - $206,400 per year.

Certain roles may be eligible for benefits and other compensation. Find additional benefits and pay information here: https://careers.microsoft.com/us/en/us-corporate-pay

Microsoft will accept applications for the role until August 12, 2025.

Microsoft is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to age, ancestry, color, family or medical care leave, gender identity or expression, genetic information, marital status, medical condition, national origin, physical or mental disability, political affiliation, protected veteran status, race, religion, sex (including pregnancy), sexual orientation, or any other characteristic protected by applicable laws, regulations and ordinances. We also consider qualified applicants regardless of criminal histories, consistent with legal requirements. If you need assistance and/or a reasonable accommodation due to a disability during the application or the recruiting process, please send a request via the Accommodation request form.

Benefits/perks listed below may vary depending on the nature of your employment with Microsoft and the country where you work.

","hiringOrganization":{"@type":"Organization","name":"Microsoft","sameAs":"https://www.microsoft.com/"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"Redmond, Washington, United States","addressCountry":"United States","addressRegion":"North America"}}}},{"@type":"ListItem","position":20,"item":{"@type":"JobPosting","title":"Investments Portfolio Manager","datePosted":"2025-08-07","description":"

Neo Group is seeking a skilled and experienced Investments Portfolio Manager to lead our investment strategies and portfolio management efforts. In this role, you will be responsible for overseeing our investment portfolio, identifying opportunities for growth, and mitigating risks to drive profitability. You will work closely with senior management to develop, implement, and manage investment strategies that align with the company's overall objectives. Your expertise will be pivotal in ensuring optimal asset allocation while maintaining a strong focus on market trends and economic fundamentals.

Key Responsibilities:

Develop, implement, and monitor overall investment strategies and portfolio allocation across various asset classes.
Conduct thorough research and analysis of market trends, economic data, and investment opportunities.
Assess current and potential investments by evaluating financial performance, risks, and market conditions.
Collaborate with analysts to create detailed reports and presentations on investment performance and recommended actions.
Monitor and adjust portfolio holdings to maximize returns while minimizing risk exposure.
Communicate effectively with stakeholders regarding portfolio performance, market conditions, and investment opportunities.
Stay updated on regulatory changes, industry developments, and emerging investment trends.
Manage relationships with external investment managers, advisors, and other financial institutions.
Contribute to the formulation of risk management policies and practices.

Requirements

The ideal candidate will possess the following qualifications:

Bachelor’s degree in Finance, Economics, Business Administration, or a related field; Master’s degree or professional certifications (e.g., CFA, CAIA) are preferred.
A minimum of 5 years of experience in investment management, portfolio management, or related roles.
Strong analytical and quantitative skills, with a deep understanding of investment analysis, asset valuation, and portfolio management principles.
Proficient in financial modeling and analysis software, as well as investment management platforms.
Exceptional communication and presentation skills to convey complex financial concepts to stakeholders.
Strong decision-making abilities and a strategic mindset.
Experience managing diverse investment portfolios across various asset classes.
Ability to work independently and as part of a team in a fast-paced environment.
Detail-oriented with excellent organizational skills and the ability to manage multiple projects simultaneously.

Benefits

🚀 Join us on an exciting journey to shape and revolutionize a new brand in the market

💼 Get ready to enjoy a comprehensive compensation and benefits package designed to enrich your work-life balance and well-being. This package includes a competitive salary, health insurance coverage, access to our on-site gym for a healthy lifestyle, complimentary breakfast and lunch to fuel your day, and a range of diverse social events to foster team spirit, belonging and collaboration

🌍 Experience an international work environment with a passionate, motivated and professional team

🏢 Be a part of our modern office space in Ta’Xbiex, conveniently located close to all amenities and one of Malta's sought-after marinas

Being part of Neo Group means more than just a job. It's about being a part of a vibrant community with over 40 nationalities across 8 global locations. As we embrace a thrilling phase of hyper-growth and scale-up, our success is fueled by the diversity and talent of our team—potentially including you!

Explore Neo Group Further:
For more details about life and careers at Neo Group, visit our Career Website connect with us on Instagram, and engage with us on LinkedIn.

Ready to redefine the future of iGaming with us? Apply today and become a part of something truly spectacular

","hiringOrganization":{"@type":"Organization","name":"Neo Group","sameAs":"https://neo.gg/"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"Ta' Xbiex, Ta' Xbiex, Malta","addressCountry":"Malta","addressRegion":"Europe"}}}},{"@type":"ListItem","position":21,"item":{"@type":"JobPosting","title":"Senior Paralegal - Investments","datePosted":"2025-08-06","description":"

Description

At Liberty, you'll thrive in a hybrid setting that fosters in-person collaboration, innovation and growth. This approach optimizes both remote and in-person interactions, enabling you to connect and ideate with your team and deepen valuable relationships across the company, while still enjoying the flexibility of remote work for focused tasks and projects.

This is a hybrid position, and must report to the office 3 times a week. Please note that this policy is subject to change.

Liberty Mutual has an exciting opportunity for a motivated paralegal to join our team. The new paralegal will be joining a collegial and experienced team of attorneys and paralegals responsible for providing legal assistance to Liberty Mutual Group's investment business.

Responsibilities:

Provides paralegal support to the attorneys and legal professionals in the Investment Legal Group, with minimal supervision
Facilitates all equity and private debt transactions which includes review, drafting and processing of subscription agreements, amendments, as well as other deal documents
Draft various board votes
Facilitate signatures to transaction documents
Provides support on SEC regulatory reporting requirements pursuant to the Securities Exchange Act of 1934 (including Form 13F and Schedule 13D and G)
Develops a working knowledge of company resources sufficient to facilitate document management, respond to requests and inquiries, and interact with clients
Assists in training and serving as mentor to all levels of paralegals
Other responsibilities and duties as assigned

Qualifications

Bachelor’s degree or equivalent experience required.
Paralegal Certificate preferred
1-3 years working experience as a Corporate Paralegal, or related role;
Some knowledge of securities transactions and regulations as well as corporate governance
General knowledge of the structuring of various entities: LPs, LLCs, C-corps;
Excellent oral and written communication skills to communicate effectively with clients worldwide
Ability to drive process and keen follow up skills required
Strong organizational skills with a high degree of attention to detail
Must be able to exercise independent judgement and to effectively prioritize work assignments
Proficient in the use of Microsoft Word and other Microsoft products, Excel, and corporate and legal databases

About Us

Pay Philosophy: The typical starting salary range for this role is determined by a number of factors including skills, experience, education, certifications and location. The full salary range for this role reflects the competitive labor market value for all employees in these positions across the national market and provides an opportunity to progress as employees grow and develop within the role. Some roles at Liberty Mutual have a corresponding compensation plan which may include commission and/or bonus earnings at rates that vary based on multiple factors set forth in the compensation plan for the role.As a purpose-driven organization, Liberty Mutual is committed to fostering an environment where employees from all backgrounds can build long and meaningful careers. Through strong relationships, comprehensive benefits and continuous learning opportunities, we seek to create an environment where employees can succeed, both professionally and personally.At Liberty Mutual, we believe progress happens when people feel secure. By providing protection for the unexpected and delivering it with care, we help people embrace today and confidently pursue tomorrow.We are dedicated to fostering an inclusive environment where employees from all backgrounds can build long and meaningful careers. By actively seeking employee feedback and amplifying the voices of our seven Employee Resource Groups (ERGs), which are open to all, we create an environment where every individual can make a meaningful impact so we continue to meet the evolving needs of our customers.We value your hard work, integrity and commitment to make things better, and we put people first by offering you benefits that support your life and well-being. To learn more about our benefit offerings please visit: https://LMI.co/BenefitsLiberty Mutual is an equal opportunity employer. We will not tolerate discrimination on the basis of race, color, national origin, sex, sexual orientation, gender identity, religion, age, disability, veteran's status, pregnancy, genetic information or on any basis prohibited by federal, state or local law.Fair Chance Notices

California
Los Angeles Incorporated
Los Angeles Unincorporated
Philadelphia
San Francisco

","hiringOrganization":{"@type":"Organization","name":"Liberty Mutual Insurance","sameAs":"https://www.libertymutualgroup.com/"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"Boston, MA, United States","addressCountry":"United States","addressRegion":"North America"}}}},{"@type":"ListItem","position":22,"item":{"@type":"JobPosting","title":"Senior Analyst, Investments","datePosted":"2025-08-08","description":"

Sienna Senior Living (TSX: SIA), is one of Canada’s largest owners and operators of 101 seniors’ living residences, in addition to managing 12 residences for third parties. We offer care, support, services and housing in Retirement and Long Term Care to seniors/residents and their families. And we truly believe it is a privilege to serve Canada’s seniors, ensuring they live fulfilling lives with the utmost comfort, dignity and respect.

At Sienna, we empower our 14,500 team members across Ontario, British Columbia, Saskatchewan and Alberta to help our residents live the life they desire and deserve. Our purpose is simple: to cultivate happiness in daily life!

What Sienna Offers: We aspire to cultivate an environment and culture where team members feel valued, heard and empowered to do meaningful work. And we offer a number of programs and benefits that support team members’ financial, personal and professional needs:

A competitive compensation and vacation package
Employer Paid Health & Dental Benefits
RRSP with Company Match
Share Ownership and Reward Program (SOAR)
Employee Share Purchase Plan with Company Match
Continuous learning and growth so you have the skillset needed to succeed and take on new challenges
A welcoming culture that values diversity and differing perspectives, experiences and beliefs
On Site Work Model – 5x a week at Markham ON Corporate Head Office

What You’ll Be Doing: You will be a key member of the Investments team, and will be responsible for providing insightful, actionable analysis on our key acquisition and development opportunities. You will work cross-functionally with all areas of the organization and provide value-added analytics and recommendations.

Completion of detailed financial modeling for acquisition and/or development opportunities, including synthesizing insights into clear, actionable recommendations for the executive team.
Assisting in the preparation of summary documents needed for Investment Committee submission and approvals.
Assisting in the management of due diligence processes, including working with third-party brokers and advisors
Assist in deal documentation and transaction closings, coordinating with internal and external stakeholders.
Build and maintain strong relationships with operational leaders across our business segments with the goal of understanding the underlying business model and drivers of performance.
Support other ad hoc financial analysis in relation to optimizing the performance of the same property portfolio
Performing other duties and support various projects as assigned

Who You Are: The successful candidate will have solid transaction advisory experience with a good understanding of financial due diligence, valuations and financial modeling with the ability to quickly obtain an understanding of the seniors housing industry

Bachelor’s degree in finance, accounting, mathematics or real estate preferred
Certified Professional Accountant CPA with good standing membership of CPA Canada, OR Chartered Financial Analyst with good standing membership of CFA Societies Canada is a BONUS!
1-3 years of relevant working experience ((e.g., real estate, accounting firm, investment banking, private equity, transaction advisory, and/or corporate finance, etc.)
Excellent financial modeling skills with the ability to develop comprehensive financial models, forecast the impact of transactions on the Company, and develop business cases to support recommended actions
Advanced knowledge of Microsoft Office applications (Excel, Word, PowerPoint)
Strong work ethic and exceptional attention to detail
Self-motivated and proactive with the ability to operate independently and willingness to own and improve processes
Strong interpersonal, written and verbal communication skills with a proven track record of working with individuals across various levels and backgrounds
Ability to adapt to new challenges in a dynamic and fast-paced environment
Willingness to work onsite at our Markham, Ontario Head Office

What You Need to Know:

Sienna Senior Living is committed to creating an inclusive environment where all team members and residents feel like they belong. We seek applicants with a wide range of abilities, and we provide an accessible candidate experience
You must be legally eligible to work in Canada
You must successfully pass a Criminal Check

Sienna Senior Living is committed to employment equity, diversity, and inclusion in the workplace. In accordance with provincial regulations, upon request, support will be provided for accommodations throughout the recruitment, selection, and assessment process.

","hiringOrganization":{"@type":"Organization","name":"Sienna Senior Living","sameAs":"https://www.siennaliving.ca"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"Markham, Ontario, Canada","addressCountry":"Canada","addressRegion":"North America"}}}},{"@type":"ListItem","position":23,"item":{"@type":"JobPosting","title":"Product Designer - Investments","datePosted":"2025-08-12","description":"

About the opportunity

We are looking for an experienced Product Designer to join N26's UX Team, specifically within the Investments Segment. In this role, you will work on self-contained initiatives that may have cross-team dependencies, collaborating with various stakeholders to deliver exceptional user experiences for our financial products, including Crypto, Stocks, and ETFs.

Reporting to the Product Design Manager, you will play a crucial role in shaping the future of investment experiences for our customers, directly impacting key metrics such as Assets Under Custody and Funded Accounts.

We believe our team's diversity is our strength, so please apply regardless of your identity, or background.

This is us

N26 has reimagined banking for today's digital world. Technology and design empower everything we do, and it's how we are building the global banking platform the world loves to use. Founded in 2013, N26 serves +7 million customers across 24 markets.

N26's UX Team is part of the larger Product & UX organization. We are a multidisciplinary team of 40+ talented individuals (known as \"UXers\"), who practice Product Design, User Research, UX Writing, and Design Operations. Most of our UXers are distributed across various cross-functional teams, looking after different product verticals. Our team is based in Berlin and Barcelona.

About Investments

As the Product Designer for the Investments Segment, you will play an important role in empowering customers to grow their wealth and achieve their life goals, regardless of their investment experience.

Collaborating closely with cross-functional teammates, you will contribute to designing exceptional user experiences across various financial products, including Crypto, Stocks, and ETFs. Your work will have a direct impact on key metrics such as Assets Under Management and Funded Accounts, shaping the future of investment experiences for our customers.

This is you

Experience & Track Record

4–5+ years designing digital products for mobile and web in cross-functional teams
Proven ability to handle mid-complexity initiatives from start to finish

Design Craft

Strong foundation in interaction and visual design principles
Consistently produces high-quality, polished outputs that balance aesthetics and usability

Research & Insight

Skilled in planning and executing end-to-end research (e.g. usability tests, interviews, surveys)
Uses insights to inform and validate design decisions throughout the process

Strategic Contribution

Shapes functional goals and aligns projects with team vision
Supports short-term planning by identifying risks and priorities
Aligns work with business metrics (e.g. conversion rate, assets under custody, bouncing rate)
Prioritises tasks based on potential business impact

Communication & Collaboration

Excels in storytelling, simplifying complex ideas for diverse audiences
Collaborates effectively across functions, ensuring alignment on goals
Proactively resolves minor conflicts and manages cross-team dependencies

As Product Designer at N26, you will…

Drive the end-to-end design process: Take full ownership of the design cycle for key initiatives, from initial research and ideation to creating scalable, polished solutions that are ready for implementation.
Translate complex insights into strategy: Plan, conduct, and synthesize insights from qualitative and quantitative research to directly influence product priorities and address broader strategic questions.
Design scalable and cohesive experiences: Create intuitive, visually engaging, and adaptable interfaces for both mobile and web, ensuring your work strengthens our NXD (N26 Experience Design) System.
Elevate the team's craft: Lead by example in design quality and actively contribute to design critiques. You'll use your expertise to mentor other designers and drive craft excellence across projects

* Please note that we can only consider applications with portfolio (in English) *

Who we are

N26 has reimagined banking for today’s digital world. Technology and design empower everything we do and it’s how we are building the global banking platform the world loves to use.

We've eliminated physical branches, paperwork, and hidden fees for an elegant digital experience and supreme savings. Giving people the power to live and bank their way is what gets us out of bed in the morning and inspires the work that we do.

We are headquartered in Berlin with offices in multiple cities across Europe, including Vienna and Barcelona, and a 1,500-strong team of more than 80 nationalities.

Sounds good? Apply now for this position.

Equal Opportunities

We recognize that our strength lies in our people and the varied perspectives they bring to our workforce. We strive to build talented and diverse teams to drive our business success and empower our people to reach their full potential.

We genuinely welcome and encourage applications from people of all backgrounds, cultures, genders, sexual orientations, abilities, neurodiversities, and ages. We're committed to creating an inclusive workspace where everyone feels valued and respected, free from harassment and discrimination. If there's anything you need to make the application process work for you, please let us know by reaching out to candidate.exp@n26.com.

Visit our website to learn more about Diversity, Equity, & Inclusion at N26.

","hiringOrganization":{"@type":"Organization","name":"N26","sameAs":"https://n26.com/"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"Barcelona","addressCountry":"Spain","addressRegion":"Europe"}}}},{"@type":"ListItem","position":24,"item":{"@type":"JobPosting","title":"Product Designer - Investments","datePosted":"2025-08-12","description":"

About the opportunity

We believe our team's diversity is our strength, so please apply regardless of your identity, or background.

This is us

About Investments

This is you

Experience & Track Record

4–5+ years designing digital products for mobile and web in cross-functional teams
Proven ability to handle mid-complexity initiatives from start to finish

Design Craft

Strong foundation in interaction and visual design principles
Consistently produces high-quality, polished outputs that balance aesthetics and usability

Research & Insight

Skilled in planning and executing end-to-end research (e.g. usability tests, interviews, surveys)
Uses insights to inform and validate design decisions throughout the process

Strategic Contribution

Shapes functional goals and aligns projects with team vision
Supports short-term planning by identifying risks and priorities
Aligns work with business metrics (e.g. conversion rate, assets under custody, bouncing rate)
Prioritises tasks based on potential business impact

Communication & Collaboration

Excels in storytelling, simplifying complex ideas for diverse audiences
Collaborates effectively across functions, ensuring alignment on goals
Proactively resolves minor conflicts and manages cross-team dependencies

As Product Designer at N26, you will…

Drive the end-to-end design process: Take full ownership of the design cycle for key initiatives, from initial research and ideation to creating scalable, polished solutions that are ready for implementation.
Translate complex insights into strategy: Plan, conduct, and synthesize insights from qualitative and quantitative research to directly influence product priorities and address broader strategic questions.
Design scalable and cohesive experiences: Create intuitive, visually engaging, and adaptable interfaces for both mobile and web, ensuring your work strengthens our NXD (N26 Experience Design) System.
Elevate the team's craft: Lead by example in design quality and actively contribute to design critiques. You'll use your expertise to mentor other designers and drive craft excellence across projects

* Please note that we can only consider applications with portfolio (in English) *

Who we are

N26 has reimagined banking for today’s digital world. Technology and design empower everything we do and it’s how we are building the global banking platform the world loves to use.

We are headquartered in Berlin with offices in multiple cities across Europe, including Vienna and Barcelona, and a 1,500-strong team of more than 80 nationalities.

Sounds good? Apply now for this position.

Equal Opportunities

Visit our website to learn more about Diversity, Equity, & Inclusion at N26.

","hiringOrganization":{"@type":"Organization","name":"N26","sameAs":"https://n26.com/"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"Berlin","addressCountry":"Germany","addressRegion":"Europe"}}}},{"@type":"ListItem","position":25,"item":{"@type":"JobPosting","title":"Fundamental Equity Research, Investments, Associate/Vice President","datePosted":"2025-08-12","description":"

About this role

BlackRock Fundamental Equities:

Fundamental Equities investment professionals manage portfolios from offices in New York, Princeton, Boston, London, Edinburgh, Hong Kong, Melbourne, Tokyo, Taipei, Singapore, Sydney, and Shanghai. The firm is looking to expand investment research capabilities in Mumbai.

Our portfolio managers employ multiple investment philosophies to manage their portfolios across a number of different styles, geographies, and capitalization ranges. We believe that the best performance is delivered by tightly knit, focused, and accountable teams, and that the best investment decisions result from integrating research with portfolio management. We believe that there are inefficiencies in stock markets which can be identified and exploited by proprietary fundamental research, and that quantitative analytics enable risk-efficient portfolio construction.

Job Overview:

BlackRock’s Fundamental Equities Emerging Markets and Asia Core team is seeking a Research Analyst with primary responsibility of conducting independent India research. They will be based in Mumbai but should be prepared to travel at times to attend company meetings, trade shows, and conferences as required. The position is a compelling opportunity for a research analyst with demonstrable skills for fundamental research, financial analysis and knowledge of corporate business models. The analyst we seek will have an appreciation of investing with a strong focus on fundamentally driven returns. Working closely with other members of the team and the wider firm, this individual will conduct detailed fundamental research, make recommendations for inclusion of stocks into multiple strategies, as well as closely monitoring those companies while they are held in the funds.

The successful candidate will also be able to leverage a well-respected and successful global asset management network within BlackRock and access world-class technology systems, support, and risk management capabilities.

Responsibilities:

Identify potential investment in India, collaborate with portfolio managers to evaluate investment theses, provide effective challenge where appropriate, ensuring they are backed by thorough research and data
Carry out independent industry research, including monitoring macroeconomic trends, technological innovations, regulatory changes, and geopolitical factors that could impact the portfolio
Attend industry conferences, earnings calls, and investor meetings to gather qualitative insights and assess company strategies, adjusting investment recommendations as necessary
Prepare detailed research reports and presentations to summarize key findings, updates and strategy’s performance, incl. semi-annual review with clients, sustainability thesis, etc.
Stay current with market news, interpret news impact on stocks, and understand industry dynamics
Contribute to the team’s discussions of individual ideas, setting conviction within the wider research group and hence impacting portfolio strategies.
Being an ambassador for the Emerging Markets & Asia Core team, Fundamental Equities, and BlackRock

Skills:

Experience in fundamental research with required skills in Excel, and ability to use Bloomberg and Tableau (or other data modelling tools). Past India coverage highly preferred.
Strong financial modeling skills, including proficiency in DCF, comps, and ability to interpret financial statements to assess company health
Attention to detail to ensure that models and assumptions are accurate, up to date, and reflect the most current information
Strong writing and presentation skills, ability to communicate complex ideas simply, and understanding of report structure
Functional understanding of prompting GenAI tools to accelerate research process
Skills to include comparison of both corporate business models and share prices over the long-term.
An understanding of all financial statements, the key drivers of shareholder return and multiple valuation techniques.
Strong business sense: the candidate must possess an understanding of business models, industry dynamics, and competitive analysis.
Independent thinking coupled with a proven ability to work with (and make an impact in) an established team.
The ability to clearly articulate high conviction, well-thought-out, and supported investment ideas in both large and small group settings.
The candidate must also demonstrate the ability to work more broadly within an organization where information-sharing is critical to the success of all teams across asset classes.

Qualifications:

Relevant experience of 5-9 years in equity research. Candidates with buy side experience would have an edge.
Strong educational background with Bachelors in finance or economics. MBA or Masters is a plus.
CFA (Level II or III) or other relevant certifications are preferred.
Proficiency in Excel, Bloomberg, and other investment analysis tools, along with excellent analytical and communication skills, is essential.
Additional technology skills (Python, VBA, SQL, etc.) are a plus.

Our hybrid work model

About BlackRock

For additional information on BlackRock, please visit @blackrock | Twitter: @blackrock | LinkedIn: www.linkedin.com/company/blackrock

","hiringOrganization":{"@type":"Organization","name":"BlackRock","sameAs":"https://www.blackrock.com/"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"MU8-South (A) Wing, 7-10 Floor, Nesco IT Park Tower 4, Western Express Highway, Mumbai, India","addressCountry":"India","addressRegion":"Asia/Pacific"}}}},{"@type":"ListItem","position":26,"item":{"@type":"JobPosting","title":"Staff Platform Engineer - Azure Infrastructure & AI Enablement","datePosted":"2025-07-21","description":"

Lead the design and delivery of enterprise-grade Azure platforms.
Collaborate with AI and ML Engineers to enable agentic ai development.
Competitive remuneration, bonuses, and a suite of employee benefits.
Hybrid work environment that values inclusion, collaboration and flexibility.

See Yourself in the Team

Join the engineering team behind Ceba2.0, Australia’s first Gen AI-powered customer-facing platform in financial services. The Messaging Enablement crew are focused on building intelligent, scalable platforms that support the development of AI-powered autonomous agents. The team partners closely with ML Engineers to deliver the infrastructure and tooling that powers next-generation enterprise automation. With a strong emphasis on backend engineering, cloud-native development, and integration with modern AI frameworks, the crew are driving innovation aligned with enterprise risk and strategy in a rapidly evolving technology landscape.

Your Impact and Contribution

While the AI capabilities are cutting-edge, this role centres on building the platform foundations that enable those innovations.

As a Staff Engineer, you’ll lead the development of scalable, secure, and reliable Azure-hosted cloud platforms that integrate with .NET applications and support AI/ML engineering workflows.

Your work will empower experimentation, deployment, and monitoring of autonomous agents, while ensuring the platform remains resilient, scalable, observable, and compliant. Your expertise will be pivotal in shaping the infrastructure and tooling that underpin intelligent digital experiences for our colleagues and customers. Key Responsibilities include:

Architect and maintain Azure cloud infrastructure, with occasional AWS integration.
Build backend services and automation pipelines to support platform operations.
Integrate with and support .NET-based applications across the team’s ecosystem.
Partner with ML Engineers to support model training, deployment, and observability.
Implement monitoring and observability using pro-code, low-code, or no-code tools.
Identify and deliver automation opportunities across infrastructure and development pipelines.
Ensure platform reliability, security, and compliance aligned with Group risk appetite.
Collaborate with a Product Owner based in India (flexibility across time zones is essential).
Optimise performance and scalability through cloud architecture best practices.

Your Skills and Experience

This role is ideal for a staff level backend engineer with deep platform development experience, demonstrable exposure and a passion for building infrastructure that developers and ML engineers love, and a commitment to delivering and influencing the delivery of best practice engineering solutions.

To this role, the ideal applicant will bring:

Proven expertise in Azure platform development, including cloud-native infrastructure and associated services.
Experience integrating with .NET applications, with a strong understanding of their architecture and runtime behaviour.
Working knowledge of AI and Agentic AI principles, either through direct development or collaboration with AI teams.
Skilled in identifying and executing automation opportunities to drive efficiency and scalability.
Exposure to monitoring and observability stacks (e.g., Azure Monitor, Grafana, Prometheus).
Experience with CI/CD tools (Azure DevOps, GitHub Actions, Jenkins) and Infrastructure as Code (Terraform, ARM templates).
Familiarity with Power Platform and Copilot Studio, or a strong interest in learning and integrating them.
A disciplined approach to engineering in regulated environments, balancing innovation with compliance.
Strong communication skills and a track record of mentoring and influencing engineering best practices.

Working with Us

Our people bring diverse backgrounds and unique perspectives to build a respectful, inclusive, and flexible workplace. We’re driven by our values and supported to share ideas, initiatives, and energy. Making a positive impact for customers, communities, and each other is part of our every day.

We love working here and we think you will too.

If you're already part of the Commonwealth Bank Group (including Bankwest, x15ventures), you'll need to apply through Sidekick to submit a valid application. We’re keen to support you with the next step in your career.

We're aware of some accessibility issues on this site, particularly for screen reader users. We want to make finding your dream job as easy as possible, so if you require additional support please contact HR Direct on 1800 989 696.

Advertising End Date: 21/08/2025","hiringOrganization":{"@type":"Organization","name":"Commonwealth Bank","sameAs":"https://www.commbank.com.au/"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"Eveleigh, NSW - 5-7 Central Ave, Australia","addressCountry":"Australia","addressRegion":"Asia/Pacific"}}}},{"@type":"ListItem","position":27,"item":{"@type":"JobPosting","title":"Customer Engineer, Infrastructure, AI/ML (English, German)","datePosted":"2025-08-14","description":"

Minimum qualifications:

Bachelor's degree in Computer Science, a related technical field, or equivalent practical experience.
6 years of experience as a technical sales engineer in a cloud computing environment or customer-facing role.
Experience engaging with, and presenting to, technical stakeholders and executive leaders.
Experience in Infrastructure as a Service, AI Platform and Security.
Ability to communicate in English and German fluently to support client relationship management in this region.

Preferred qualifications:

Experience as a sales engineer in a cloud computing environment, or in a customer/partner-facing role.
Experience engaging with various stakeholders (C-level to technical engineering) and major customers.
Experience in Healthcare, Life-sciences, Pharma, Media Entertainment or in Energy industry.
Experience in a pre-sales technical role, preferably with cloud technologies.
Excellent communication skills.

About the job

Through Google.org we invest millions each year in game-changing ideas to make the world a better place. We support innovative technologies and entrepreneurial approaches that take on tough human challenges and scale to help millions of people.

As a Customer Engineer, you will work with the sales team to introduce Google Cloud to the customers. You will help prospective, existing customers, and partners understand the power of Google Cloud, develop creative cloud solutions and architectures to solve their business issues, and problem-solve any potential technical roadblocks.

Responsibilities

Support customers and partners to understand the value we can deliver to their business, and challenges we can help them solve.
Work cross-functionally across Google and partners to resolve technical roadblocks, constraints and product challenges.
Become the subject matter expert to differentiate Google Cloud to the most strategic customers. Identify business and technical requirements, conduct full technical discovery and architect client solutions to meet gathered requirements.
Use expertise and communication skills to engage with customers to understand their business and technical requirements and persuasively present practical and useful solutions. Work with the team to identify and qualify business opportunities related, understand key customer objections, and develop the strategy to resolve blockers.
Develop and deliver technical presentations, demonstrations, and training sessions.

","hiringOrganization":{"@type":"Organization","name":"Google","sameAs":"https://www.google.com/"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"Frankfurt am Main, Germany; Berlin, Germany","addressCountry":"Germany","addressRegion":"Europe"}}}},{"@type":"ListItem","position":28,"item":{"@type":"JobPosting","title":"Customer Engineer, Infrastructure, AI/ML (English, German)","datePosted":"2025-08-13","description":"

Minimum qualifications:

Bachelor's degree in Computer Science, a related technical field, or equivalent practical experience.
6 years of experience as a technical sales engineer in a cloud computing environment or customer-facing role.
Experience engaging with, and presenting to, technical stakeholders and executive leaders.
Experience in Infrastructure as a Service, AI Platform and Security.
Ability to communicate in English and German fluently to support client relationship management in this region.

Preferred qualifications:

Experience as a sales engineer in a cloud computing environment, or in a customer/partner-facing role.
Experience engaging with various stakeholders (C-level to technical engineering) and major customers.
Experience in Healthcare, Life-sciences, Pharma, Media Entertainment or in Energy industry.
Experience in a pre-sales technical role, preferably with cloud technologies.
Excellent communication skills.

About the job

Responsibilities

Support customers and partners to understand the value we can deliver to their business, and challenges we can help them solve.
Work cross-functionally across Google and partners to resolve technical roadblocks, constraints and product challenges.
Become the subject matter expert to differentiate Google Cloud to the most strategic customers. Identify business and technical requirements, conduct full technical discovery and architect client solutions to meet gathered requirements.
Use expertise and communication skills to engage with customers to understand their business and technical requirements and persuasively present practical and useful solutions. Work with the team to identify and qualify business opportunities related, understand key customer objections, and develop the strategy to resolve blockers.
Develop and deliver technical presentations, demonstrations, and training sessions.

","hiringOrganization":{"@type":"Organization","name":"Google","sameAs":"https://www.google.com/"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"Frankfurt, Germany; Munich, Germany","addressCountry":"Germany","addressRegion":"Europe"}}}},{"@type":"ListItem","position":29,"item":{"@type":"JobPosting","title":"Financial Advisor - PNC Investments","datePosted":"2025-07-21","description":"

Position Overview

At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company’s success. As a Financial Advisor within PNC Investments, you will be based in the Jacksonville / Sweet Air branch, Phoenix, MD.

Financial Advisors are based within a bank branch and work within a highly collaborative circuit of branches and manage an assigned book of business. PNC Investments advisors execute an advice and planning strategy focused on helping clients meet their savings, investing and retirement goals. Our team of financial planning experts guide you in creating personalized solutions on behalf of you and your clients. Our comprehensive, holistic and strategic approach will harmoniously keep all parties on the same side of the table. PNC’s referral program and culture drives and encourages teamwork resulting in branch partners having a vested interest in our advisors’ success. We provide a robust training program, administrative support and state of the art technology designed to elevate your career. At PNC Investments, we are passionate about our values and helping our advisors build their future.

Job Description

Consults on investment and insurance strategies, as well as the development of financial plans for clients. Grows and retains an investment and insurance book of business. Owns the client experience, efficiently handling sales and service, identifying sales and/or executing opportunities and making referrals to internal business partners as appropriate.
Acquires, expands and maintains client relationships through business development and client networking. Grows client loyalty and share of wallet through an exceptional client experience. Applies product and procedural knowledge to solve client problems appropriately and efficiently.
Develops and implements investment and insurance strategies for clients. Determines the best products to support such strategies. Presents sound financial recommendations and guidance to clients. Establishes individual financial plans based on client financial needs and objectives. Monitors financial plans and recommends changes as needed.
Actively and regularly coaches and educates branch staff and internal business partners to identify investment opportunities. Drives investment education and visibility among branch staff. In partnership with branch manager and/or investment sales associate, leads the branch team on actions to achieve investment results. Shows urgency with activities and leads by example. Has regular and effective communication with internal and external partners to build strong relationships that drive referral activity.
Regularly meets with branch manager and other internal business partners to communicate and review business results and pipeline management. Meets service level agreements on lead and referral follow up. Adheres to all applicable laws, regulations, policies and guidelines.

PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be:

Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.

Qualifications

Preferred Skills

Client Prospecting, Client Relationship Building, Credit Risk Analysis, Customer Engagement, Financial Analysis, Financial Modeling, Investment Banking, Public Speaking, Relationship Building, Relationship Management

Competencies

Coaching Others, Customer Experience Management., Customer Retention, Effective Communications, Interpersonal Relationships, Managing Multiple Priorities, Prospecting., Sales Tasks And Activities, Selling.

Work Experience

Education

Bachelors

Certifications

No Required Certification(s)

Licenses

FINRA Series 7 and 66 (or 63,65) required. Life and Health Insurance required.

Pay Transparency

Base Salary: $75,000.00 – $75,000.00

Salaries may vary based on geographic location, market data and on individual skills, experience, and education. This role is incentive eligible with the payment based upon company, business and/or individual performance.

Application Window

Generally, this opening is expected to be posted for two business days from 07/21/2025, although it may be longer with business discretion.

Benefits

To learn more about these and other programs, including benefits for full time and part-time employees, visit Your PNC Total Rewards.

Disability Accommodations Statement

Equal Employment Opportunity (EEO)

California Residents

Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.

","hiringOrganization":{"@type":"Organization","name":"PNC","sameAs":"https://www.pnc.com/"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"Jacksonville / Sweet Air (MD114), United States","addressCountry":"United States","addressRegion":"North America"}}}},{"@type":"ListItem","position":30,"item":{"@type":"JobPosting","title":"Financial Advisor - PNC Investments","datePosted":"2025-07-21","description":"

Position Overview

At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company’s success. As a Financial Advisor within PNC Investments, you may be based at our Aberdeen-Matawan, NJ location.

Financial Advisors are based within a bank branch and work within a highly collaborative circuit of branches and manage an assigned book of business. PNC Investments advisors execute an advice and planning strategy focused on helping clients meet their savings, investing and retirement goals. Our team of financial planning experts guide you in creating personalized solutions on behalf of you and your clients. Our comprehensive, holistic and strategic approach will harmoniously keep all parties on the same side of the table. PNC’s referral program and culture drives and encourages teamwork resulting in branch partners having a vested interest in our advisors’ success. We provide a robust training program, administrative support and state of the art technology designed to elevate your career. At PNC Investments, we are passionate about our values and helping our advisors build their future.

Job Description

Consults on investment and insurance strategies, as well as the development of financial plans for clients. Grows and retains an investment and insurance book of business. Owns the client experience, efficiently handling sales and service, identifying sales and/or executing opportunities and making referrals to internal business partners as appropriate.
Acquires, expands and maintains client relationships through business development and client networking. Grows client loyalty and share of wallet through an exceptional client experience. Applies product and procedural knowledge to solve client problems appropriately and efficiently.
Develops and implements investment and insurance strategies for clients. Determines the best products to support such strategies. Presents sound financial recommendations and guidance to clients. Establishes individual financial plans based on client financial needs and objectives. Monitors financial plans and recommends changes as needed.
Actively and regularly coaches and educates branch staff and internal business partners to identify investment opportunities. Drives investment education and visibility among branch staff. In partnership with branch manager and/or investment sales associate, leads the branch team on actions to achieve investment results. Shows urgency with activities and leads by example. Has regular and effective communication with internal and external partners to build strong relationships that drive referral activity.
Regularly meets with branch manager and other internal business partners to communicate and review business results and pipeline management. Meets service level agreements on lead and referral follow up. Adheres to all applicable laws, regulations, policies and guidelines.

PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be:

Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.

Qualifications

Preferred Skills

Competencies

Work Experience

Education

Bachelors

Certifications

No Required Certification(s)

Licenses

FINRA Series 7 and 66 (or 63,65) required. Life and Health Insurance required.

Pay Transparency

Base Salary: $75,000.00 – $75,000.00

Application Window

Generally, this opening is expected to be posted for two business days from 07/21/2025, although it may be longer with business discretion.

Benefits

To learn more about these and other programs, including benefits for full time and part-time employees, visit Your PNC Total Rewards.

Disability Accommodations Statement

Equal Employment Opportunity (EEO)

California Residents

Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.

","hiringOrganization":{"@type":"Organization","name":"PNC","sameAs":"https://www.pnc.com/"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"Aberdeen-Matawan (NJ417), United States","addressCountry":"United States","addressRegion":"North America"}}}},{"@type":"ListItem","position":31,"item":{"@type":"JobPosting","title":"Financial Advisor - PNC Investments","datePosted":"2025-07-21","description":"

Position Overview

At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company’s success. As a Financial Advisor within PNC Investments, you will be based in Absecon, NJ.

Financial Advisors are based within a bank branch and work within a highly collaborative circuit of branches and manage an assigned book of business. PNC Investments advisors execute an advice and planning strategy focused on helping clients meet their savings, investing and retirement goals. Our team of financial planning experts guide you in creating personalized solutions on behalf of you and your clients. Our comprehensive, holistic and strategic approach will harmoniously keep all parties on the same side of the table. PNC’s referral program and culture drives and encourages teamwork resulting in branch partners having a vested interest in our advisors’ success. We provide a robust training program, administrative support and state of the art technology designed to elevate your career. At PNC Investments, we are passionate about our values and helping our advisors build their future.

Job Description

Consults on investment and insurance strategies, as well as the development of financial plans for clients. Grows and retains an investment and insurance book of business. Owns the client experience, efficiently handling sales and service, identifying sales and/or executing opportunities and making referrals to internal business partners as appropriate.
Acquires, expands and maintains client relationships through business development and client networking. Grows client loyalty and share of wallet through an exceptional client experience. Applies product and procedural knowledge to solve client problems appropriately and efficiently.
Develops and implements investment and insurance strategies for clients. Determines the best products to support such strategies. Presents sound financial recommendations and guidance to clients. Establishes individual financial plans based on client financial needs and objectives. Monitors financial plans and recommends changes as needed.
Actively and regularly coaches and educates branch staff and internal business partners to identify investment opportunities. Drives investment education and visibility among branch staff. In partnership with branch manager and/or investment sales associate, leads the branch team on actions to achieve investment results. Shows urgency with activities and leads by example. Has regular and effective communication with internal and external partners to build strong relationships that drive referral activity.
Regularly meets with branch manager and other internal business partners to communicate and review business results and pipeline management. Meets service level agreements on lead and referral follow up. Adheres to all applicable laws, regulations, policies and guidelines.

PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be:

Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.

Qualifications

Preferred Skills

Competencies

Work Experience

Education

Bachelors

Certifications

No Required Certification(s)

Licenses

FINRA Series 7 and 66 (or 63,65) required. Life and Health Insurance required.

Pay Transparency

Base Salary: $75,000.00 – $75,000.00

Application Window

Generally, this opening is expected to be posted for two business days from 07/21/2025, although it may be longer with business discretion.

Benefits

To learn more about these and other programs, including benefits for full time and part-time employees, visit Your PNC Total Rewards.

Disability Accommodations Statement

Equal Employment Opportunity (EEO)

California Residents

Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.

","hiringOrganization":{"@type":"Organization","name":"PNC","sameAs":"https://www.pnc.com/"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"Absecon -Chem (NJ062), United States","addressCountry":"United States","addressRegion":"North America"}}}},{"@type":"ListItem","position":32,"item":{"@type":"JobPosting","title":"Financial Advisor - PNC Investments","datePosted":"2025-07-21","description":"

Position Overview

At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company’s success. As a Financial Advisor within PNC Investments, you will be based in Mount Laurel, NJ.

Financial Advisors are based within a bank branch and work within a highly collaborative circuit of branches and manage an assigned book of business. PNC Investments advisors execute an advice and planning strategy focused on helping clients meet their savings, investing and retirement goals. Our team of financial planning experts guide you in creating personalized solutions on behalf of you and your clients. Our comprehensive, holistic and strategic approach will harmoniously keep all parties on the same side of the table. PNC’s referral program and culture drives and encourages teamwork resulting in branch partners having a vested interest in our advisors’ success. We provide a robust training program, administrative support and state of the art technology designed to elevate your career. At PNC Investments, we are passionate about our values and helping our advisors build their future.

Job Description

Consults on investment and insurance strategies, as well as the development of financial plans for clients. Grows and retains an investment and insurance book of business. Owns the client experience, efficiently handling sales and service, identifying sales and/or executing opportunities and making referrals to internal business partners as appropriate.
Acquires, expands and maintains client relationships through business development and client networking. Grows client loyalty and share of wallet through an exceptional client experience. Applies product and procedural knowledge to solve client problems appropriately and efficiently.
Develops and implements investment and insurance strategies for clients. Determines the best products to support such strategies. Presents sound financial recommendations and guidance to clients. Establishes individual financial plans based on client financial needs and objectives. Monitors financial plans and recommends changes as needed.
Actively and regularly coaches and educates branch staff and internal business partners to identify investment opportunities. Drives investment education and visibility among branch staff. In partnership with branch manager and/or investment sales associate, leads the branch team on actions to achieve investment results. Shows urgency with activities and leads by example. Has regular and effective communication with internal and external partners to build strong relationships that drive referral activity.
Regularly meets with branch manager and other internal business partners to communicate and review business results and pipeline management. Meets service level agreements on lead and referral follow up. Adheres to all applicable laws, regulations, policies and guidelines.

PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be:

Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.

Qualifications

Preferred Skills

Competencies

Work Experience

Education

Bachelors

Certifications

No Required Certification(s)

Licenses

FINRA Series 7 and 66 (or 63,65) required. Life and Health Insurance required.

Pay Transparency

Base Salary: $75,000.00 – $75,000.00

Application Window

Generally, this opening is expected to be posted for two business days from 07/21/2025, although it may be longer with business discretion.

Benefits

To learn more about these and other programs, including benefits for full time and part-time employees, visit Your PNC Total Rewards.

Disability Accommodations Statement

Equal Employment Opportunity (EEO)

California Residents

Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.

","hiringOrganization":{"@type":"Organization","name":"PNC","sameAs":"https://www.pnc.com/"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"Mount Laurel (NJ107), United States","addressCountry":"United States","addressRegion":"North America"}}}},{"@type":"ListItem","position":33,"item":{"@type":"JobPosting","title":"Pension & Retail Investments Consultant","datePosted":"2025-07-18","description":"

Title: Life, Pensions & Retail Investments - Management Consultant

Practice: Retail

Alpha Intro:

Alpha FMC is the leading global consultancy to the Asset Management, Wealth Management and Insurance industries. As a trusted partner to 100% of the top 20 global Asset Management firms by AUM, we have an unrivalled track record in providing our base of over 660 clients with a competitive edge by using our deep industry knowledge and expertise.

At Alpha, diversity and inclusion is critical to our success. We are committed to employing individuals from all backgrounds to reflect the multi-cultural society we live in. We want an Alpha that welcomes everybody and to not only feel like ‘a job’ but be a community.

Pensions and Retail Investments (P&RI) team

Founded in 2019 our Pensions and Retail Investments (P&RI) team, has had a singular goal to be the best P&RI consulting function globally. Out team work with industry leading investment platforms, adviser networks, life and pensions companies and technology providers to position their businesses for lasting success.

What makes us different?

Established yet entrepreneurial. Founded in 2003, Alpha is established, yet still has an SME feel being entrepreneurial, dynamic, and growing – meaning your contribution is seen and valued
Work alongside the best in the industry. We work with the best, both internally and externally. Learning directly from both will allow you to develop your own expertise in our space.
A true meritocracy. At Alpha, we don’t have any concept of ‘time at level’ or promotion quotas – which means that your potential is truly driven by your performance rather than anything else!
Culture and community. We pride ourselves on creating a supportive, nurturing environment where people can be themselves.

P&RI Consultant - What’s the opportunity?

Work, both alongside a team and independently, on client projects, supporting project design through to delivery
Support the creation of high-quality work products within expected timeframes
Own key items for project delivery – including possible ownership of deliverables or workstreams within a project
Actively participate in the preparation of materials for and delivery of project and client meetings
Identify and internally discuss ideas for further business opportunities
Track and monitor project plans and milestones, as well as key project issues, risks, actions, and dependencies, and escalate where appropriate
Manage competing demands and priorities, from both internal and external stakeholders, to the satisfaction of all parties
Understand Alpha and its services and actively assessing ways to serve clients
Stay abreast of P&RI trends relevant to the client's business
Make a contribution to business development, support with the development of one or two internal business management areas (e.g. contributions to thought leadership, recruitment or Alpha proposition development)

Who are we looking for?

Circa 3 years’ experience within financial services consulting is a must, ideally within the Pensions & Retail Investments industry
Experience of working on significant change projects with Blue Chip organisations covering such things as Target Operating Models, business processes and/or IT solutions within areas such as: Distribution, CRM, regulatory compliance/risk, data models & migrations, outsourcing, cost optimisation etc
Strong academic background (minimum 2:1 degree) or qualified through experience in the industry
Willingness to travel when needed

","hiringOrganization":{"@type":"Organization","name":"Alpha Financial Markets Consulting (Alpha FMC)","sameAs":"https://alphafmc.com/"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"London, Greater London, England, United Kingdom","addressCountry":"United Kingdom","addressRegion":"Europe"}}}},{"@type":"ListItem","position":34,"item":{"@type":"JobPosting","title":"Product Manager, Managed Investments","datePosted":"2025-07-15","description":"You enjoy shaping the future of product innovation as a core leader, driving value for customers, guiding successful launches, and exceeding expectations. Join our dynamic team and make a meaningful impact by delivering high-quality products that resonate with clients.\n\n\n
As a Product Manager in Nutmeg, you are an integral part of the team that manages product onboarding for the Managed Investments product including assessing suitability in line with COBS. As a core leader, you are responsible for acting as the voice of the customer and developing profitable products that provide customer value. Utilizing your deep understanding of how to get a product off the ground, you guide the successful launch of products, gather crucial feedback, and ensure top-tier client experiences. With a strong commitment to scalability, resiliency, and stability, you collaborate closely with cross-functional teams to deliver high-quality products that exceed customer expectations.\n\n\n
\n\n\n\nJob responsibilities\n\n\n

Develops a product strategy and product vision that delivers value to customers
Manages discovery efforts and market research to uncover customer solutions and integrate them into the product roadmap
Owns, maintains, and develops a product backlog that enables development to support the overall strategic roadmap and value proposition
Builds the framework and tracks the product's key success metrics such as cost, feature and functionality, risk posture, and reliability

\n\n\nRequired qualifications, capabilities, and skills\n\n\n

5+ years of experience or equivalent expertise in product management or a relevant domain area
Advanced knowledge of the product development life cycle, design, and data analytics
Proven ability to lead product life cycle activities including discovery, ideation, strategic development, requirements definition, and value management

\n\n\nPreferred qualifications, capabilities, and skills\n\n\n

Demonstrated prior experience working in a highly matrixed, complex organization
Experience in investment management
Familiar with COBS Suitability regulations.

\n\n\n\n
\n\n

\nJ.P. Morgan is a global leader in financial services, providing strategic advice and products to the world’s most prominent corporations, governments, wealthy individuals and institutional investors. Our first-class business in a first-class way approach to serving clients drives everything we do. We strive to build trusted, long-term partnerships to help our clients achieve their business objectives.
\n\n \n \n We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.","hiringOrganization":{"@type":"Organization","name":"JPMorgan Chase & Co.","sameAs":"https://www.jpmorganchase.com/"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"LONDON, United Kingdom","addressCountry":"United Kingdom","addressRegion":"Europe"}}}},{"@type":"ListItem","position":35,"item":{"@type":"JobPosting","title":"Financial Advisor - PNC Investments","datePosted":"2025-07-15","description":"

Position Overview

At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company’s success. As a Financial Advisory within PNC's Investment organization, you will be based in Columbus, Ohio.

Financial Advisors are based within a bank branch and work within a highly collaborative circuit of branches and manage an assigned book of business. PNC Investments advisors execute an advice and planning strategy focused on helping clients meet their savings, investing and retirement goals. Our team of financial planning experts guide you in creating personalized solutions on behalf of you and your clients. Our comprehensive, holistic and strategic approach will harmoniously keep all parties on the same side of the table. PNC’s referral program and culture drives and encourages teamwork resulting in branch partners having a vested interest in our advisors’ success. We provide a robust training program, administrative support and state of the art technology designed to elevate your career. At PNC Investments, we are passionate about our values and helping our advisors build their future.

Job Description

Consults on investment and insurance strategies, as well as the development of financial plans for clients. Grows and retains an investment and insurance book of business. Owns the client experience, efficiently handling sales and service, identifying sales and/or executing opportunities and making referrals to internal business partners as appropriate.
Acquires, expands and maintains client relationships through business development and client networking. Grows client loyalty and share of wallet through an exceptional client experience. Applies product and procedural knowledge to solve client problems appropriately and efficiently.
Develops and implements investment and insurance strategies for clients. Determines the best products to support such strategies. Presents sound financial recommendations and guidance to clients. Establishes individual financial plans based on client financial needs and objectives. Monitors financial plans and recommends changes as needed.
Actively and regularly coaches and educates branch staff and internal business partners to identify investment opportunities. Drives investment education and visibility among branch staff. In partnership with branch manager and/or investment sales associate, leads the branch team on actions to achieve investment results. Shows urgency with activities and leads by example. Has regular and effective communication with internal and external partners to build strong relationships that drive referral activity.
Regularly meets with branch manager and other internal business partners to communicate and review business results and pipeline management. Meets service level agreements on lead and referral follow up. Adheres to all applicable laws, regulations, policies and guidelines.

PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be:

Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.

Qualifications

Preferred Skills

Competencies

Work Experience

Education

Bachelors

Certifications

No Required Certification(s)

Licenses

FINRA Series 7 and 66 (or 63,65) required. Life and Health Insurance required.

Pay Transparency

Base Salary: $55,000.00 – $125,000.00

Application Window

Generally, this opening is expected to be posted for two business days from 07/15/2025, although it may be longer with business discretion.

Benefits

To learn more about these and other programs, including benefits for full time and part-time employees, visit Your PNC Total Rewards.

Disability Accommodations Statement

Equal Employment Opportunity (EEO)

California Residents

Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.

","hiringOrganization":{"@type":"Organization","name":"PNC","sameAs":"https://www.pnc.com/"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"Powell Road (OH603), United States","addressCountry":"United States","addressRegion":"North America"}}}},{"@type":"ListItem","position":36,"item":{"@type":"JobPosting","title":"Financial Advisor - PNC Investments","datePosted":"2025-07-15","description":"

Position Overview

At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company’s success. As a Financial Advisor with PNC's organization, you will be based in Farmington, MI.

Financial Advisors are based within a bank branch and work within a highly collaborative circuit of branches and manage an assigned book of business. PNC Investments advisors execute an advice and planning strategy focused on helping clients meet their savings, investing and retirement goals. Our team of financial planning experts guide you in creating personalized solutions on behalf of you and your clients. Our comprehensive, holistic and strategic approach will harmoniously keep all parties on the same side of the table. PNC’s referral program and culture drives and encourages teamwork resulting in branch partners having a vested interest in our advisors’ success. We provide a robust training program, administrative support and state of the art technology designed to elevate your career. At PNC Investments, we are passionate about our values and helping our advisors build their future.

Job Description

Consults on investment and insurance strategies, as well as the development of financial plans for clients. Grows and retains an investment and insurance book of business. Owns the client experience, efficiently handling sales and service, identifying sales and/or executing opportunities and making referrals to internal business partners as appropriate.
Acquires, expands and maintains client relationships through business development and client networking. Grows client loyalty and share of wallet through an exceptional client experience. Applies product and procedural knowledge to solve client problems appropriately and efficiently.
Develops and implements investment and insurance strategies for clients. Determines the best products to support such strategies. Presents sound financial recommendations and guidance to clients. Establishes individual financial plans based on client financial needs and objectives. Monitors financial plans and recommends changes as needed.
Actively and regularly coaches and educates branch staff and internal business partners to identify investment opportunities. Drives investment education and visibility among branch staff. In partnership with branch manager and/or investment sales associate, leads the branch team on actions to achieve investment results. Shows urgency with activities and leads by example. Has regular and effective communication with internal and external partners to build strong relationships that drive referral activity.
Regularly meets with branch manager and other internal business partners to communicate and review business results and pipeline management. Meets service level agreements on lead and referral follow up. Adheres to all applicable laws, regulations, policies and guidelines.

PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be:

Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.

Qualifications

Preferred Skills

Competencies

Work Experience

Education

Bachelors

Certifications

No Required Certification(s)

Licenses

FINRA Series 7 and 66 (or 63,65) required. Life and Health Insurance required.

Benefits

To learn more about these and other programs, including benefits for full time and part-time employees, visit Your PNC Total Rewards.

Disability Accommodations Statement

Equal Employment Opportunity (EEO)

California Residents

Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.

","hiringOrganization":{"@type":"Organization","name":"PNC","sameAs":"https://www.pnc.com/"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"8 Mile/Farmington (MIJ17), United States","addressCountry":"United States","addressRegion":"North America"}}}},{"@type":"ListItem","position":37,"item":{"@type":"JobPosting","title":"Financial Advisor - PNC Investments.","datePosted":"2025-07-15","description":"

Position Overview

At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company’s success. As a Financial Advisor within PNC's Investment organization, you will be based in Washington, MI.

Financial Advisors are based within a bank branch and work within a highly collaborative circuit of branches and manage an assigned book of business. PNC Investments advisors execute an advice and planning strategy focused on helping clients meet their savings, investing and retirement goals. Our team of financial planning experts guide you in creating personalized solutions on behalf of you and your clients. Our comprehensive, holistic and strategic approach will harmoniously keep all parties on the same side of the table. PNC’s referral program and culture drives and encourages teamwork resulting in branch partners having a vested interest in our advisors’ success. We provide a robust training program, administrative support and state of the art technology designed to elevate your career. At PNC Investments, we are passionate about our values and helping our advisors build their future.

Job Description

Consults on investment and insurance strategies, as well as the development of financial plans for clients. Grows and retains an investment and insurance book of business. Owns the client experience, efficiently handling sales and service, identifying sales and/or executing opportunities and making referrals to internal business partners as appropriate.
Acquires, expands and maintains client relationships through business development and client networking. Grows client loyalty and share of wallet through an exceptional client experience. Applies product and procedural knowledge to solve client problems appropriately and efficiently.
Develops and implements investment and insurance strategies for clients. Determines the best products to support such strategies. Presents sound financial recommendations and guidance to clients. Establishes individual financial plans based on client financial needs and objectives. Monitors financial plans and recommends changes as needed.
Actively and regularly coaches and educates branch staff and internal business partners to identify investment opportunities. Drives investment education and visibility among branch staff. In partnership with branch manager and/or investment sales associate, leads the branch team on actions to achieve investment results. Shows urgency with activities and leads by example. Has regular and effective communication with internal and external partners to build strong relationships that drive referral activity.
Regularly meets with branch manager and other internal business partners to communicate and review business results and pipeline management. Meets service level agreements on lead and referral follow up. Adheres to all applicable laws, regulations, policies and guidelines.

PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be:

Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.

Qualifications

Preferred Skills

Competencies

Work Experience

Education

Bachelors

Certifications

No Required Certification(s)

Licenses

FINRA Series 7 and 66 (or 63,65) required. Life and Health Insurance required.

Benefits

To learn more about these and other programs, including benefits for full time and part-time employees, visit Your PNC Total Rewards.

Disability Accommodations Statement

Equal Employment Opportunity (EEO)

California Residents

Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.

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Job Summary

The Manager, Accounting Advisory – Investments will be part of the Accounting Advisory team at F&G, which is responsible for ensuring compliance with GAAP and Statutory reporting for F&G and its insurance carriers. This position’s is responsible for providing accounting advice for asset classes in F&G’s existing investment portfolio (bonds, mortgages, derivatives, and various forms of equity investments). It participates in cross-functional teams with investment-related financial reporting implications and influences structuring. The position is also responsible for the recognition and ongoing accounting for new investments or asset classes acquired by F&G.As a core contributor to the team, this position will be become a key point of contact for professionals throughout the organization for accounting inquiries.

This position will report to the Director, Accounting Advisory – Investments and will work cross-functionally with business partners within the organization including, but not limited to: Investment Strategy, Hedging, Middle Office, Investment Accounting, Capital Planning.

Duties and Responsibilities

Participate on cross-functional teams involved in:

Evaluating new bespoke investments presented by asset managers by ensuring awareness and understanding of the financial reporting outcomes generated.
Assessing financial report implications of organizational initiatives with investment-related impacts (e.g.consolidation, asset transfers, new derivatives and hedging programs, capital financing).

Evaluate, document, and provide education where necessary on appropriate GAAP and Statutory accounting and financial reporting requirements for new investments acquired, new investment-related strategic initiatives, and the existing investment portfolio.
Monitor GAAP and Statutory accounting guidance updates to assess applicability to the Company.
Disseminate the impact of new accounting guidance throughout the organization and work cross-functionally to ensure the Company is appropriately aware of the impacts of all relevant accounting literature.
Support the creation and maintenance of the Company’s accounting policies.
Execution of assigned controls on a quarterly basis, including those related to accounting for new investments and consolidation.

Experience and Education Requirements

Bachelor’s degree in accounting required.
7+ years of work experience.
CPA highly preferred.
Recent Sarbanes-Oxley experience preferred.
Experience researching accounting guidance or previous accounting policy experience.
Extensive knowledge for insurance company investment accounting topics strongly preferred (e.g., fixed income investments, equity investments, derivatives, hedging, asset transfers, IMR/AVR, affiliated accounting models).
Big 4 experience in the insurance audit practice or an accounting advisory role that focuses on accounting for investments is a plus.

Knowledge, Skills & Abilities

Strong analytical, organizational, and communication skills.
Ability to work independently and manage multiple assignments.
Ability to research accounting issues, write professional and quality accounting policies and position papers and communicate conclusions effectively in both oral and written means to management.
Ability to exercise judgment, present alternatives, and make recommendations.
Ability to communicate and build relationships with business partners.
Ability to remain flexible and work in a fast-paced environment.
Ability to work under short timelines and manage multiple tasks.

Other Requirements

Perform other functions, duties and projects, as assigned.
Regular and punctual attendance.
Some travel required (less than 10%).

#IND-HP

#LI-MK1

#LI-Remote

Additional Information

Work Environments

Join our employee-centric hybrid work environment: F&G Careers

About F&G

1Top Workplaces USA 2022 – 2023

2Des Moines Register Top Workplaces 2018 – 2022

Notice for all Applicants who are California residents under the California Privacy Rights Act. Please click here to review the policy.

","hiringOrganization":{"@type":"Organization","name":"F&G","sameAs":"https://www.fglife.com/"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"Remote"}}}},{"@type":"ListItem","position":39,"item":{"@type":"JobPosting","title":"Financial Advisor - PNC Investments","datePosted":"2025-07-16","description":"

Position Overview

At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company’s success.

Financial Advisors work within a highly collaborative circuit of bank branches and manage an assigned book of business. PNC Investments advisors execute an advice and planning strategy focused on helping clients meet their savings, investing and retirement goals. Our team of financial planning experts guide you in creating personalized solutions on behalf of you and your clients. Our comprehensive, holistic and strategic approach will harmoniously keep all parties on the same side of the table. PNC’s referral program and culture drives and encourages teamwork resulting in branch partners having a vested interest in our advisors’ success. We provide a robust training program, administrative support and state of the art technology designed to elevate your career. At PNC Investments, we are passionate about our values and helping our advisors build their future.

As a Branch Financial Advisor within PNC Investments, you will be based in Newnan, GA.

Job Description

Licensing requirements: FINRA Series 7/66 (63/65). Life & Health Insurance required.
Consults on investment and insurance strategies, as well as the development of financial plans for clients. Grows and retains an investment and insurance book of business. Owns the client experience, efficiently handling sales and service, identifying sales and/or executing opportunities and making referrals to internal business partners as appropriate.
Acquires, expands and maintains client relationships through business development and client networking. Grows client loyalty and share of wallet through an exceptional client experience. Applies product and procedural knowledge to solve client problems appropriately and efficiently.
Develops and implements investment and insurance strategies for clients. Determines the best products to support such strategies. Presents sound financial recommendations and guidance to clients. Establishes individual financial plans based on client financial needs and objectives. Monitors financial plans and recommends changes as needed.
Actively and regularly coaches and educates branch staff and internal business partners to identify investment opportunities. Drives investment education and visibility among branch staff. In partnership with branch manager and/or investment sales associate, leads the branch team on actions to achieve investment results. Shows urgency with activities and leads by example. Has regular and effective communication with internal and external partners to build strong relationships that drive referral activity.
Regularly meets with branch manager and other internal business partners to communicate and review business results and pipeline management. Meets service level agreements on lead and referral follow up. Adheres to all applicable laws, regulations, policies and guidelines.

PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be:

Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.

Qualifications

Preferred Skills

Competencies

Work Experience

Education

Bachelors

Certifications

No Required Certification(s)

Licenses

FINRA Series 7 and 66 (or 63,65) required. Life and Health Insurance required.

Benefits

To learn more about these and other programs, including benefits for full time and part-time employees, visit Your PNC Total Rewards.

Disability Accommodations Statement

Equal Employment Opportunity (EEO)

California Residents

Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.

","hiringOrganization":{"@type":"Organization","name":"PNC","sameAs":"https://www.pnc.com/"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"Newnan (GA160), United States","addressCountry":"United States","addressRegion":"North America"}}}},{"@type":"ListItem","position":40,"item":{"@type":"JobPosting","title":"Financial Advisor - PNC Investments","datePosted":"2025-07-16","description":"

Position Overview

At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company’s success.

Financial Advisors work within a highly collaborative circuit of bank branches and manage an assigned book of business. PNC Investments advisors execute an advice and planning strategy focused on helping clients meet their savings, investing and retirement goals. Our team of financial planning experts guide you in creating personalized solutions on behalf of you and your clients. Our comprehensive, holistic and strategic approach will harmoniously keep all parties on the same side of the table. PNC’s referral program and culture drives and encourages teamwork resulting in branch partners having a vested interest in our advisors’ success. We provide a robust training program, administrative support and state of the art technology designed to elevate your career. At PNC Investments, we are passionate about our values and helping our advisors build their future.

As a Branch Financial Advisor within PNC Investments, you will be based in Nashville, TN. The position will primarily be based at our Cool Springs Solution Center.

Job Description

Licensing requirements: FINRA Series 7/66 (63/65). Life & Health Insurance required.
Consults on investment and insurance strategies, as well as the development of financial plans for clients. Grows and retains an investment and insurance book of business. Owns the client experience, efficiently handling sales and service, identifying sales and/or executing opportunities and making referrals to internal business partners as appropriate.
Acquires, expands and maintains client relationships through business development and client networking. Grows client loyalty and share of wallet through an exceptional client experience. Applies product and procedural knowledge to solve client problems appropriately and efficiently.
Develops and implements investment and insurance strategies for clients. Determines the best products to support such strategies. Presents sound financial recommendations and guidance to clients. Establishes individual financial plans based on client financial needs and objectives. Monitors financial plans and recommends changes as needed.
Actively and regularly coaches and educates branch staff and internal business partners to identify investment opportunities. Drives investment education and visibility among branch staff. In partnership with branch manager and/or investment sales associate, leads the branch team on actions to achieve investment results. Shows urgency with activities and leads by example. Has regular and effective communication with internal and external partners to build strong relationships that drive referral activity.
Regularly meets with branch manager and other internal business partners to communicate and review business results and pipeline management. Meets service level agreements on lead and referral follow up. Adheres to all applicable laws, regulations, policies and guidelines.

PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be:

Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.

Qualifications

Preferred Skills

Competencies

Work Experience

Roles at this level typically require a university / college degree with < 1 year of professional experience and/or successful completion of a formal development program. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.

Education

Bachelors

Certifications

No Required Certification(s)

Licenses

FINRA Series 7 and 66 (or 63,65) required. Life and Health Insurance required.

Benefits

To learn more about these and other programs, including benefits for full time and part-time employees, visit Your PNC Total Rewards.

Disability Accommodations Statement

Equal Employment Opportunity (EEO)

California Residents

Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.

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Shape the Future with the National Wealth Fund

At the National Wealth Fund, our mission is to swiftly and effectively mobilise trusted sector insights and investment expertise to unlock billions in private finance for projects across the United Kingdom. Providing £27.8bn of capital and an expanded mandate, we are ready to help the market invest with confidence, continue to drive forward the Government's growth ambitions.

We are looking for skilled and results oriented individuals who are motivated to help us build the National Wealth Fund into an industry-leading institution.

Job Purpose

An Assistant Director in the Banking and Investments Team will focus on the execution of complex, bespoke transactions deploying debt, equity and guarantees.

The role involves supporting Directors, deputising as necessary, in analysing investment opportunities, collaborating with co-investors, negotiating documentation and driving the due diligence and investment approval processes.

The role holder will act as an ambassador for the National Wealth Fund.

Location: Hybrid working with a minimum of 3 days per week in the Leeds office

Salary: £90,000 – £120,000

Deadline to Apply: 31st August 2025. Early submission is encouraged, and applications will be reviewed on an ongoing basis

Core Responsibilities:

Market Engagement: Support Directors in engaging with investors, developers, banks, and industry to enhance the profile of the National Wealth Fund. Attend industry events and roundtables and proactively generate new investment opportunities.
Originate and Screen Projects: Assist in identifying and evaluating potential projects. Prepare Investment Committee papers commenting on commercial viability, impact and policy credentials.
Develop Strategic Solutions: Utilise the full product suite, including debt, equity, and guarantees, to deliver financing solutions aligned with the organisation’s strategic objectives.
Deal Team Participation: Work as a proactive member of deal teams, leading day-to-day on structuring, negotiation, and due diligence processes.
Internal Collaboration: Work collaboratively to share expertise, contribute to sector strategies, and assess the suitability of prospective deals.
Build External Relationships: Develop positive working relationships with external stakeholders, including government departments, similar arms-length bodies, investors, advisers, and project sponsors.
Lead and Mentor: Act as a role model and mentor for junior team members, fostering a culture of knowledge sharing and continuous learning.

Knowledge, Skills & Experience

Career Experience: Proven experience in complex financing/investment roles, including lending, investment, advisory, or asset management.
Technical Knowledge: Deep understanding of market terms, demonstrating strong financial acumen.
Commercial Insight: Commercially astute with evidence of negotiation skills from involvement in complex transactions.
Analytical and Modelling Skills: Strong analytical and numeracy skills, including advanced financial modelling.
Relationship Building: Confident in building and maintaining relationships with a diverse range of internal and external stakeholders.
Due Diligence Expertise: Proficient in understanding and analysing complex information and data as part of the due diligence process.
Communication Skills: Excellent presentation and communication skills, including strong written and report writing abilities.

A career with us offers a unique opportunity to make a lasting impact and work on cutting-edge technologies that will drive the UK’s future. We value diversity in our people and inclusion is at the heart of what we do.

We offer competitive benefits and unique learning opportunities from combining both private and public sector skills and experience. Please note, referencing and background checks are carried out for all roles here at the National Wealth Fund.

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Position Overview

Job Description

Develop and execute strategies to proactively drive Mass Affluent client acquisition, outreach and retention for purposes of generating revenue and deepening share of wallet with new and existing clients, with focus typically on a more complex, sophisticated client base. Proactively generate and manage leads and client appointments. Leverages needs based and consultative conversational skills, experience and acquired knowledge of bank products and services and positions appropriately to grow share of wallet and attract new mass affluent households.
Develops and maintains internal and external partnerships to drive new revenue, acquisition and growth. Owns communication and contact with existing clients to ensure expansion opportunities are captured. Manages risk and maximizes profitability for entire portfolio of clients. Delivers a differentiated client experience from acquisition through onboarding and servicing. Maintains timely, accurate and complete sales/client relationship management administration tasks as determined by the business. Ensures the execution of team processes, such as pre-call planning, post-call debriefs and relationship reviews. Generates quality referrals for ecosystem partners. Delivers Financial Wellness by proactively suggesting tailored solutions aligned with client needs.
Leverages client insight and sales tools to translate into actionable sales strategies and tactics, proactively identifying and successfully converting sales opportunities and delivering an exceptional client experience.
Achieves business results through leadership of and productive collaboration with a wide range of ecosystem partners. Own the client relationship and holds team accountable for deliverables. Deliver the Mass Affluent Advice and Planning value proposition through a joint Banking and Investing partnership with a PNC Financial Advisor.
Ensures a strong client commitment and advocacy by delivering proactive and responsive service to meet client goals. Differentiates client experience through advanced conversation skills. Has in depth knowledge of business segment capabilities and offerings.

PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be:

Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.

Qualifications

Competencies

Banking Products, Business Acumen, Collaborating, Customer Experience Management, Customer Retention, Decision Making and Critical Thinking, Effective Communications, Influencing, Managing Multiple Priorities, Products and Services, Relationship Management, Selling.

Work Experience

Roles at this level typically require a university / college degree, with 3+ years of relevant / direct industry experience. Certifications are often desired. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.

Education

Bachelors

Certifications

No Required Certification(s)

Licenses

FINRA Series 7 and 66 (or 63,65) required. Candidates being considered for this position will be subject to additional background checks as required by Consumer Financial Protection Bureau regulations. Life & Health Insurance licenses required.

Pay Transparency

Base Salary: $55,000.00 – $98,000.00

Salaries may vary based on geographic location, market data and on individual skills, experience, and education.

Application Window

Generally, this opening is expected to be posted for two business days from 08/07/2025, although it may be longer with business discretion.

Benefits

To learn more about these and other programs, including benefits for full time and part-time employees, visit Your PNC Total Rewards.

Disability Accommodations Statement

Equal Employment Opportunity (EEO)

California Residents

Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.

","hiringOrganization":{"@type":"Organization","name":"PNC","sameAs":"https://www.pnc.com/"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"Cleveland - Eastside (OHA90), United States","addressCountry":"United States","addressRegion":"North America"}}}},{"@type":"ListItem","position":43,"item":{"@type":"JobPosting","title":"Wealth Banker - PNC Investments","datePosted":"2025-08-07","description":"

Position Overview

Job Description

Develop and execute strategies to proactively drive Mass Affluent client acquisition, outreach and retention for purposes of generating revenue and deepening share of wallet with new and existing clients, with focus typically on a more complex, sophisticated client base. Proactively generate and manage leads and client appointments. Leverages needs based and consultative conversational skills, experience and acquired knowledge of bank products and services and positions appropriately to grow share of wallet and attract new mass affluent households.
Develops and maintains internal and external partnerships to drive new revenue, acquisition and growth. Owns communication and contact with existing clients to ensure expansion opportunities are captured. Manages risk and maximizes profitability for entire portfolio of clients. Delivers a differentiated client experience from acquisition through onboarding and servicing. Maintains timely, accurate and complete sales/client relationship management administration tasks as determined by the business. Ensures the execution of team processes, such as pre-call planning, post-call debriefs and relationship reviews. Generates quality referrals for ecosystem partners. Delivers Financial Wellness by proactively suggesting tailored solutions aligned with client needs.
Leverages client insight and sales tools to translate into actionable sales strategies and tactics, proactively identifying and successfully converting sales opportunities and delivering an exceptional client experience.
Achieves business results through leadership of and productive collaboration with a wide range of ecosystem partners. Own the client relationship and holds team accountable for deliverables. Deliver the Mass Affluent Advice and Planning value proposition through a joint Banking and Investing partnership with a PNC Financial Advisor.
Ensures a strong client commitment and advocacy by delivering proactive and responsive service to meet client goals. Differentiates client experience through advanced conversation skills. Has in depth knowledge of business segment capabilities and offerings.

PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be:

Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.

Qualifications

Competencies

Work Experience

Education

Bachelors

Certifications

No Required Certification(s)

Licenses

Benefits

To learn more about these and other programs, including benefits for full time and part-time employees, visit Your PNC Total Rewards.

Disability Accommodations Statement

Equal Employment Opportunity (EEO)

California Residents

Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.

","hiringOrganization":{"@type":"Organization","name":"PNC","sameAs":"https://www.pnc.com/"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"Ninth And State Office (PA788), United States","addressCountry":"United States","addressRegion":"North America"}}}},{"@type":"ListItem","position":44,"item":{"@type":"JobPosting","title":"Wealth Banker - PNC Investments","datePosted":"2025-08-07","description":"

Position Overview

Job Description

Develop and execute strategies to proactively drive Mass Affluent client acquisition, outreach and retention for purposes of generating revenue and deepening share of wallet with new and existing clients, with focus typically on a more complex, sophisticated client base. Proactively generate and manage leads and client appointments. Leverages needs based and consultative conversational skills, experience and acquired knowledge of bank products and services and positions appropriately to grow share of wallet and attract new mass affluent households.
Develops and maintains internal and external partnerships to drive new revenue, acquisition and growth. Owns communication and contact with existing clients to ensure expansion opportunities are captured. Manages risk and maximizes profitability for entire portfolio of clients. Delivers a differentiated client experience from acquisition through onboarding and servicing. Maintains timely, accurate and complete sales/client relationship management administration tasks as determined by the business. Ensures the execution of team processes, such as pre-call planning, post-call debriefs and relationship reviews. Generates quality referrals for ecosystem partners. Delivers Financial Wellness by proactively suggesting tailored solutions aligned with client needs.
Leverages client insight and sales tools to translate into actionable sales strategies and tactics, proactively identifying and successfully converting sales opportunities and delivering an exceptional client experience.
Achieves business results through leadership of and productive collaboration with a wide range of ecosystem partners. Own the client relationship and holds team accountable for deliverables. Deliver the Mass Affluent Advice and Planning value proposition through a joint Banking and Investing partnership with a PNC Financial Advisor.
Ensures a strong client commitment and advocacy by delivering proactive and responsive service to meet client goals. Differentiates client experience through advanced conversation skills. Has in depth knowledge of business segment capabilities and offerings.

PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be:

Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.

Qualifications

Competencies

Work Experience

Education

Bachelors

Certifications

No Required Certification(s)

Licenses

Benefits

To learn more about these and other programs, including benefits for full time and part-time employees, visit Your PNC Total Rewards.

Disability Accommodations Statement

Equal Employment Opportunity (EEO)

California Residents

Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.

","hiringOrganization":{"@type":"Organization","name":"PNC","sameAs":"https://www.pnc.com/"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"Carmel IN - 11405 N Pennsylvania St (IN544), United States","addressCountry":"United States","addressRegion":"North America"}}}},{"@type":"ListItem","position":45,"item":{"@type":"JobPosting","title":"Wealth Banker - PNC Investments","datePosted":"2025-08-07","description":"

Position Overview

Job Description

Develop and execute strategies to proactively drive Mass Affluent client acquisition, outreach and retention for purposes of generating revenue and deepening share of wallet with new and existing clients, with focus typically on a more complex, sophisticated client base. Proactively generate and manage leads and client appointments. Leverages needs based and consultative conversational skills, experience and acquired knowledge of bank products and services and positions appropriately to grow share of wallet and attract new mass affluent households.
Develops and maintains internal and external partnerships to drive new revenue, acquisition and growth. Owns communication and contact with existing clients to ensure expansion opportunities are captured. Manages risk and maximizes profitability for entire portfolio of clients. Delivers a differentiated client experience from acquisition through onboarding and servicing. Maintains timely, accurate and complete sales/client relationship management administration tasks as determined by the business. Ensures the execution of team processes, such as pre-call planning, post-call debriefs and relationship reviews. Generates quality referrals for ecosystem partners. Delivers Financial Wellness by proactively suggesting tailored solutions aligned with client needs.
Leverages client insight and sales tools to translate into actionable sales strategies and tactics, proactively identifying and successfully converting sales opportunities and delivering an exceptional client experience.
Achieves business results through leadership of and productive collaboration with a wide range of ecosystem partners. Own the client relationship and holds team accountable for deliverables. Deliver the Mass Affluent Advice and Planning value proposition through a joint Banking and Investing partnership with a PNC Financial Advisor.
Ensures a strong client commitment and advocacy by delivering proactive and responsive service to meet client goals. Differentiates client experience through advanced conversation skills. Has in depth knowledge of business segment capabilities and offerings.

PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be:

Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.

Qualifications

Competencies

Work Experience

Education

Bachelors

Certifications

No Required Certification(s)

Licenses

Benefits

To learn more about these and other programs, including benefits for full time and part-time employees, visit Your PNC Total Rewards.

Disability Accommodations Statement

Equal Employment Opportunity (EEO)

California Residents

Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.

","hiringOrganization":{"@type":"Organization","name":"PNC","sameAs":"https://www.pnc.com/"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"PNC Tower - Louisville (KY012), United States","addressCountry":"United States","addressRegion":"North America"}}}},{"@type":"ListItem","position":46,"item":{"@type":"JobPosting","title":"Wealth Banker - PNC Investments","datePosted":"2025-08-07","description":"

Position Overview

Job Description

Develop and execute strategies to proactively drive Mass Affluent client acquisition, outreach and retention for purposes of generating revenue and deepening share of wallet with new and existing clients, with focus typically on a more complex, sophisticated client base. Proactively generate and manage leads and client appointments. Leverages needs based and consultative conversational skills, experience and acquired knowledge of bank products and services and positions appropriately to grow share of wallet and attract new mass affluent households.
Develops and maintains internal and external partnerships to drive new revenue, acquisition and growth. Owns communication and contact with existing clients to ensure expansion opportunities are captured. Manages risk and maximizes profitability for entire portfolio of clients. Delivers a differentiated client experience from acquisition through onboarding and servicing. Maintains timely, accurate and complete sales/client relationship management administration tasks as determined by the business. Ensures the execution of team processes, such as pre-call planning, post-call debriefs and relationship reviews. Generates quality referrals for ecosystem partners. Delivers Financial Wellness by proactively suggesting tailored solutions aligned with client needs.
Leverages client insight and sales tools to translate into actionable sales strategies and tactics, proactively identifying and successfully converting sales opportunities and delivering an exceptional client experience.
Achieves business results through leadership of and productive collaboration with a wide range of ecosystem partners. Own the client relationship and holds team accountable for deliverables. Deliver the Mass Affluent Advice and Planning value proposition through a joint Banking and Investing partnership with a PNC Financial Advisor.
Ensures a strong client commitment and advocacy by delivering proactive and responsive service to meet client goals. Differentiates client experience through advanced conversation skills. Has in depth knowledge of business segment capabilities and offerings.

PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be:

Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.

Qualifications

Competencies

Work Experience

Education

Bachelors

Certifications

No Required Certification(s)

Licenses

Benefits

To learn more about these and other programs, including benefits for full time and part-time employees, visit Your PNC Total Rewards.

Disability Accommodations Statement

Equal Employment Opportunity (EEO)

California Residents

Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.

","hiringOrganization":{"@type":"Organization","name":"PNC","sameAs":"https://www.pnc.com/"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"PNC Center - Troy (MIJ40), United States","addressCountry":"United States","addressRegion":"North America"}}}},{"@type":"ListItem","position":47,"item":{"@type":"JobPosting","title":"Wealth Banker - PNC Investments","datePosted":"2025-08-07","description":"

Position Overview

Job Description

Develop and execute strategies to proactively drive Mass Affluent client acquisition, outreach and retention for purposes of generating revenue and deepening share of wallet with new and existing clients, with focus typically on a more complex, sophisticated client base. Proactively generate and manage leads and client appointments. Leverages needs based and consultative conversational skills, experience and acquired knowledge of bank products and services and positions appropriately to grow share of wallet and attract new mass affluent households.
Develops and maintains internal and external partnerships to drive new revenue, acquisition and growth. Owns communication and contact with existing clients to ensure expansion opportunities are captured. Manages risk and maximizes profitability for entire portfolio of clients. Delivers a differentiated client experience from acquisition through onboarding and servicing. Maintains timely, accurate and complete sales/client relationship management administration tasks as determined by the business. Ensures the execution of team processes, such as pre-call planning, post-call debriefs and relationship reviews. Generates quality referrals for ecosystem partners. Delivers Financial Wellness by proactively suggesting tailored solutions aligned with client needs.
Leverages client insight and sales tools to translate into actionable sales strategies and tactics, proactively identifying and successfully converting sales opportunities and delivering an exceptional client experience.
Achieves business results through leadership of and productive collaboration with a wide range of ecosystem partners. Own the client relationship and holds team accountable for deliverables. Deliver the Mass Affluent Advice and Planning value proposition through a joint Banking and Investing partnership with a PNC Financial Advisor.
Ensures a strong client commitment and advocacy by delivering proactive and responsive service to meet client goals. Differentiates client experience through advanced conversation skills. Has in depth knowledge of business segment capabilities and offerings.

PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be:

Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.

Qualifications

Competencies

Work Experience

Education

Bachelors

Certifications

No Required Certification(s)

Licenses

Pay Transparency

Base Salary: $60,500.00 – $107,800.00

Salaries may vary based on geographic location, market data and on individual skills, experience, and education.

Application Window

Generally, this opening is expected to be posted for two business days from 08/07/2025, although it may be longer with business discretion.

Benefits

To learn more about these and other programs, including benefits for full time and part-time employees, visit Your PNC Total Rewards.

Disability Accommodations Statement

Equal Employment Opportunity (EEO)

California Residents

Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.

","hiringOrganization":{"@type":"Organization","name":"PNC","sameAs":"https://www.pnc.com/"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"PNC Cherry Hill - 200 Lake Dr (NJ437), United States","addressCountry":"United States","addressRegion":"North America"}}}},{"@type":"ListItem","position":48,"item":{"@type":"JobPosting","title":"Wealth Banker - PNC Investments","datePosted":"2025-08-07","description":"

Position Overview

Job Description

Develop and execute strategies to proactively drive Mass Affluent client acquisition, outreach and retention for purposes of generating revenue and deepening share of wallet with new and existing clients, with focus typically on a more complex, sophisticated client base. Proactively generate and manage leads and client appointments. Leverages needs based and consultative conversational skills, experience and acquired knowledge of bank products and services and positions appropriately to grow share of wallet and attract new mass affluent households.
Develops and maintains internal and external partnerships to drive new revenue, acquisition and growth. Owns communication and contact with existing clients to ensure expansion opportunities are captured. Manages risk and maximizes profitability for entire portfolio of clients. Delivers a differentiated client experience from acquisition through onboarding and servicing. Maintains timely, accurate and complete sales/client relationship management administration tasks as determined by the business. Ensures the execution of team processes, such as pre-call planning, post-call debriefs and relationship reviews. Generates quality referrals for ecosystem partners. Delivers Financial Wellness by proactively suggesting tailored solutions aligned with client needs.
Leverages client insight and sales tools to translate into actionable sales strategies and tactics, proactively identifying and successfully converting sales opportunities and delivering an exceptional client experience.
Achieves business results through leadership of and productive collaboration with a wide range of ecosystem partners. Own the client relationship and holds team accountable for deliverables. Deliver the Mass Affluent Advice and Planning value proposition through a joint Banking and Investing partnership with a PNC Financial Advisor.
Ensures a strong client commitment and advocacy by delivering proactive and responsive service to meet client goals. Differentiates client experience through advanced conversation skills. Has in depth knowledge of business segment capabilities and offerings.

PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be:

Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.

Qualifications

Competencies

Work Experience

Education

Bachelors

Certifications

No Required Certification(s)

Licenses

Pay Transparency

Base Salary: $55,000.00 – $98,000.00

Salaries may vary based on geographic location, market data and on individual skills, experience, and education.

Application Window

Generally, this opening is expected to be posted for two business days from 08/07/2025, although it may be longer with business discretion.

Benefits

To learn more about these and other programs, including benefits for full time and part-time employees, visit Your PNC Total Rewards.

Disability Accommodations Statement

Equal Employment Opportunity (EEO)

California Residents

Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.

","hiringOrganization":{"@type":"Organization","name":"PNC","sameAs":"https://www.pnc.com/"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"PNC Center - Cincinnati (OHA45), United States","addressCountry":"United States","addressRegion":"North America"}}}},{"@type":"ListItem","position":49,"item":{"@type":"JobPosting","title":"Wealth Banker - PNC Investments","datePosted":"2025-08-07","description":"

Position Overview

Job Description

Develop and execute strategies to proactively drive Mass Affluent client acquisition, outreach and retention for purposes of generating revenue and deepening share of wallet with new and existing clients, with focus typically on a more complex, sophisticated client base. Proactively generate and manage leads and client appointments. Leverages needs based and consultative conversational skills, experience and acquired knowledge of bank products and services and positions appropriately to grow share of wallet and attract new mass affluent households.
Develops and maintains internal and external partnerships to drive new revenue, acquisition and growth. Owns communication and contact with existing clients to ensure expansion opportunities are captured. Manages risk and maximizes profitability for entire portfolio of clients. Delivers a differentiated client experience from acquisition through onboarding and servicing. Maintains timely, accurate and complete sales/client relationship management administration tasks as determined by the business. Ensures the execution of team processes, such as pre-call planning, post-call debriefs and relationship reviews. Generates quality referrals for ecosystem partners. Delivers Financial Wellness by proactively suggesting tailored solutions aligned with client needs.
Leverages client insight and sales tools to translate into actionable sales strategies and tactics, proactively identifying and successfully converting sales opportunities and delivering an exceptional client experience.
Achieves business results through leadership of and productive collaboration with a wide range of ecosystem partners. Own the client relationship and holds team accountable for deliverables. Deliver the Mass Affluent Advice and Planning value proposition through a joint Banking and Investing partnership with a PNC Financial Advisor.
Ensures a strong client commitment and advocacy by delivering proactive and responsive service to meet client goals. Differentiates client experience through advanced conversation skills. Has in depth knowledge of business segment capabilities and offerings.

PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be:

Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.

Qualifications

Competencies

Work Experience

Education

Bachelors

Certifications

No Required Certification(s)

Licenses

Benefits

To learn more about these and other programs, including benefits for full time and part-time employees, visit Your PNC Total Rewards.

Disability Accommodations Statement

Equal Employment Opportunity (EEO)

California Residents

Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.

","hiringOrganization":{"@type":"Organization","name":"PNC","sameAs":"https://www.pnc.com/"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"PNC Inv Little Falls (DE049), United States","addressCountry":"United States","addressRegion":"North America"}}}},{"@type":"ListItem","position":50,"item":{"@type":"JobPosting","title":"Wealth Banker - PNC Investments","datePosted":"2025-08-07","description":"

Position Overview

Job Description

Develop and execute strategies to proactively drive Mass Affluent client acquisition, outreach and retention for purposes of generating revenue and deepening share of wallet with new and existing clients, with focus typically on a more complex, sophisticated client base. Proactively generate and manage leads and client appointments. Leverages needs based and consultative conversational skills, experience and acquired knowledge of bank products and services and positions appropriately to grow share of wallet and attract new mass affluent households.
Develops and maintains internal and external partnerships to drive new revenue, acquisition and growth. Owns communication and contact with existing clients to ensure expansion opportunities are captured. Manages risk and maximizes profitability for entire portfolio of clients. Delivers a differentiated client experience from acquisition through onboarding and servicing. Maintains timely, accurate and complete sales/client relationship management administration tasks as determined by the business. Ensures the execution of team processes, such as pre-call planning, post-call debriefs and relationship reviews. Generates quality referrals for ecosystem partners. Delivers Financial Wellness by proactively suggesting tailored solutions aligned with client needs.
Leverages client insight and sales tools to translate into actionable sales strategies and tactics, proactively identifying and successfully converting sales opportunities and delivering an exceptional client experience.
Achieves business results through leadership of and productive collaboration with a wide range of ecosystem partners. Own the client relationship and holds team accountable for deliverables. Deliver the Mass Affluent Advice and Planning value proposition through a joint Banking and Investing partnership with a PNC Financial Advisor.
Ensures a strong client commitment and advocacy by delivering proactive and responsive service to meet client goals. Differentiates client experience through advanced conversation skills. Has in depth knowledge of business segment capabilities and offerings.

PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be:

Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.

Qualifications

Competencies

Work Experience

Education

Bachelors

Certifications

No Required Certification(s)

Licenses

Benefits

To learn more about these and other programs, including benefits for full time and part-time employees, visit Your PNC Total Rewards.

Disability Accommodations Statement

Equal Employment Opportunity (EEO)

California Residents

Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.

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