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King Deux Search & Consulting is a specialised executive search firm which offers bespoke talent solutions across financial services and commerce. We are committed to not only finding the right opportunity for our candidates but also leaving a legacy that lives on beyond the hiring process.

Follow us at https://www.careers-page.com/kingdeux for updates on the exceptional clients we represent. Stay up-to-date on industry news and get your career consultation scheduled at kingdeux.com

\n\n

About Your Company

Our partner is a one of a kind European-Asia bridged investment management company thats expanding presence in Asia. Join a globally diverse team with very well-structured support multinationally and grow with a business with unique proposition

About Your Role

Conduct market and industry research to identify and evaluate potential investment opportunities
Work alongside CIO in conducting fundamental research in China consumer / TMT sector
Analyze financial statements, business plans, and other relevant information to assess the viability and potential of prospective investments
Prepare investment memos and other materials for presentation to the investment committee
Take lead in presenting investment cases in investment committee meetings
Participate in due diligence efforts and assist in the negotiation of investment terms
Monitor portfolio companies and provide regular updates to the investment team

What you will need to succeed

Bachelor's degree in Finance, Economics, Accounting, or related field
6+ years of experience in equity research within family office, asset managers, investment banking.
Fluent in Mandarin will be advantageous due to clientele demographics
Strong analytical and financial modeling skills
Excellent Presentation Skills
Ability to work independently as well as collaboratively in a team environment

How To Apply

Interested parties, please send your CV directly to y@kingdeux.com or apply directly.

Please note that only shortlisted applicants will be contacted.

\n\n","hiringOrganization":{"@type":"Organization","name":"King Deux Search & Consulting","sameAs":"https://www.kingdeux.com/"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"Hong Kong, Hong Kong SAR, Hong Kong","addressCountry":"Hong Kong","addressRegion":"Asia/Pacific"}}}},{"@type":"ListItem","position":2,"item":{"@type":"JobPosting","title":"Investment Analyst","datePosted":"2025-09-19","description":"

Job Description

Investment Analyst

Full-Time, Permanent. Fully Hybrid role with attendance to offices on business need basis.

Step into a role where your financial insight will help shape the future of low-carbon energy in the UK. As an Investment Analyst at EDF, you’ll be at the heart of Hinkley Point C—one of the most ambitious infrastructure projects in Europe, delivering analysis that drives strategic decisions and influences stakeholders across government, industry, and beyond.

The Opportunity

At Hinkley Point C (HPC) we are building two new nuclear reactors, the first in a new generation of nuclear power stations in the UK providing low carbon electricity for around six million homes.

This is a commercially focused role for a strategic thinker with strong financial acumen. You’ll work closely with Finance, Supply Chain, and Project Controls teams to optimise performance and maximise returns for stakeholders. Empowered to challenge the business and ensure robust cost information, you’ll support leadership in shaping the financial future of HPC.

Pay, Benefits & Culture

In addition to a competitive salary of £54,000, we offer a competitive benefits package, including a company pension scheme, and a wide range of flexible benefits to suit your lifestyle.
\nWe’re talking about everything from enhanced parental leave to electric vehicle leasing, health insurance to product discounts, critical illness insurance to technology vouchers, gym membership to season ticket loans.

At EDF UK, we embrace flexibility while recognising that everyone's working needs are different. Whether you're in our office spaces, on site, or working remotely, we promote an environment that supports collaboration, connection, and comfort. No matter where you are, our priority is to make sure you feel safe, valued, and celebrated.

Here, we do right by each other and everyone’s welcome. We’re on an action-oriented journey, championing equity, diversity, and inclusion. We’d like our future workforce to have an equal gender balance, represent a broad mix of people from minority ethnic backgrounds, LGBTQ+, those with a disability and supporting social mobility.

We’re a disability confident employer and we’ll do all we can to help with your application. Please let us know if you need to request reasonable adjustments.

We take pride in fostering a dynamic and inclusive environment, where the diverse backgrounds and experiences of our employees drive fresh thinking and innovation. We understand that success means different things to different people. We believe there are multiple definitions of what it means to succeed. That’s why we support you to pursue a career that’s unique to you. Because success is personal.

What You’ll Be Doing

You’ll take ownership of the HPC Investment Case Financial Model, ensuring it remains accurate, relevant, and aligned with strategic goals. Your work will underpin key reports and analysis required under the Contract for Difference and Shareholder Agreement, helping to meet regulatory and stakeholder obligations.

You’ll collaborate with subject-matter experts to maintain and update financial assumptions, including FX and inflation, and support post-financial close activities such as equity commitments and shareholder alignment. Your analysis will be critical to internal and external stakeholders, including EDF audit teams, EDF SA, CGN, and UK government bodies.

This is a high-impact role in a complex stakeholder environment, where your insights will directly influence strategic investment decisions and contribute to the success of one of the UK’s most important energy projects.

Who You Are

You bring a strong foundation in finance, with a degree in a numerate discipline and an accounting qualification (ACCA, ACA, or CIMA), either fully or partly completed. With over three years’ experience in project finance or investment analysis, you’re confident building and operating complex financial models and understand the intricacies of investment principles, accounting, and tax.

You’re a clear communicator, able to present confidently to senior stakeholders and collaborate across disciplines. Detail-oriented and deadline-driven, you thrive in dynamic environments and approach challenges with creativity and strategic thinking. Your advanced Excel skills and ability to adapt make you a valuable asset to any team.

Additionally, you must meet the criteria for Security Vetting, which generally requires you to have been a UK resident for at least 3 of the last 5 years.

Closing date for applications is Sunday 21st September, interviews will follow shortly after.
#HinkleyPointCJobs #LI-Hybrid #DestinationNuclear #EDFNuclearJobs

Additional Information

Success is personal. It's your journey, powered by us. Join us and we'll help Britain achieve Net Zero together.

","hiringOrganization":{"@type":"Organization","name":"EDF","sameAs":"https://www.edfenergy.com/"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"Bristol, England, United Kingdom","addressCountry":"United Kingdom","addressRegion":"Europe"}}}},{"@type":"ListItem","position":3,"item":{"@type":"JobPosting","title":"Senior Investment Analyst / Assistant Manager | Capital Markets & Investment Services","datePosted":"2025-09-19","description":"

Company Description

Colliers (NASDAQ, TSX: CIGI) is a global diversified professional services and investment management company. Operating through three industry-leading platforms – Real Estate Services, Engineering and Investment Management – we have a proven business model, an enterprising culture, and a unique partnership philosophy that drives growth and value creation. Fueled by visionary leadership, Colliers has consistently delivered approximately 20% compound annual investment returns for shareholders for 30 years.

Job Description

Due to recent growth in our business across the region, we are looking to further grow our capability in Asia. This transformation has led for the need to source an aspiring Real Estate Capital Markets professional. This position will assist and work with senior professionals to grow and promote our Capital Markets & Investment Services real estate business for the Hong Kong market. You will have the opportunity to develop into a market leading commercial real estate broker in Hong Kong.

Responsibilities will include, but not limited to:

Business and Client Development

Assist senior brokers to follow-up with potential clients on properties for sale and to arrange for inspection
Conduct market research & financial analysis for supporting proposals submission to clients on strategic real estate directives.
Provide support in managing all aspects of clients’ real estate assignments e.g. tender exercise, sales contract administration and reporting.
Participate in marketing activities e.g. design and publish of tender flyers, outbound mailing activities etc.
Attend client status meetings and assist with preparation of presentations
Actively participate in building up an extensive property and client database with the objective of generating recurring revenue, including initiating meetings with key/ potential clients on a regular informal basis to build engagement
Assist senior brokers to identify and source for land and buildings for sale, including identifying and evaluating feasibility of properties for sale and advise property owners and/or en-bloc owners on the feasibility of their land for sale

Business Strategy and Planning

Participate in the launch of Business Plan and Operating Plan in line with corporate/ regional guidelines and regional/ area plans executed by Head of Capital Markets & Investment Services
Engage in Colliers’ Asia Pacific Capital Markets’ sales plans and objectives
Assist to maintain and expand clientele base; build and maintain rapport with key clients; identify new business opportunities

Qualifications

2+ years’ experience in Real Estate valuation in Hong Kong
University degree holder with major in Surveying or Real Estate preferred
Professional qualification such as HKIS or RICS are preferred
Holder of a valid EAA license (strongly preferred)
Excellent presentation and negotiation skills with a demonstrated track record of managing diverse stakeholders
Strong interest in commercial real estate and capital markets investment locally/ regionally or internationally.

Additional Information

What’S On Offer:

A competitive base salary and benefits structure.
Opportunity to work in an enterprising environment where you can your accelerate you career growth.
Future opportunities for both domestic and international opportunities.
A global culture, with a strong focus on learning and development.

Make your next move an expert one and join us as we lead the industry into the future.

Diversity, equity and inclusion are fundamental to our enterprising culture. As a Colliers professional, you’ll work with collaborative teams comprised of people with different abilities, skills, and backgrounds where everyone is encouraged to bring their ideas, talents, capabilities, and experiences to the table.

Colliers provides equal opportunity in all employment practices.

","hiringOrganization":{"@type":"Organization","name":"Colliers","sameAs":"https://www.colliers.com/"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"Hong Kong, Hong Kong","addressCountry":"Hong Kong","addressRegion":"Asia/Pacific"}}}},{"@type":"ListItem","position":4,"item":{"@type":"JobPosting","title":"Investment Analyst - PNC Investments","datePosted":"2025-09-19","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.

The PNC Investments Research & Due Diligence team is seeking a qualified individual who has a strong investment acumen (particularly one with experience with advisory products and investment due diligence) to join the team as an advisory portfolio analyst. PNCI manages over $25 billion in advisory assets across a variety of managed accounts and multi-asset portfolios for a wide range of client segments that include the Mass Market, Mass Affluent and Affluent investors. The successful candidate will be charged with oversight responsibility for the development and ongoing management of the firm’s various advisory models and allocations as well as perform investment research and due diligence on select third party investment strategies used in these advisory programs.

As an Investment Analyst within PNC Investments, , you will be based in Pittsburgh, PA. The position will primarily be based at our Tower at PNC Plaza.PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position.

Job Description

Licensing requirements: Capital Markets - FINRA Series 7 & 63. PNCI Operations - FINRA Series 99 required. PNCI Product - FINRA Series 7 required. In addition, a combination of the following licenses will be required based on the incumbents department within PNCIs Product Group: FINRA 66 (or 63/65) or Life & Health Insurance.
Leverages analytical tools to provide business and technical expertise for the analytics process, tools and applications for a business function or business unit to create data driven solutions.
Recommends appropriate performance measures to be produced including lifts, efficiencies, confidence intervals and other statistical metrics.
Analyzes and processes data, builds and maintains models and report templates, and develops dynamic data-driven solutions.
Provides business clients with detailed actionable reports documenting findings from data processing and data analysis.
Consults on using business intelligence data for predictive analytics and facilitates implementation of new tools and data marts.

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, Business Intelligence (BI), Concept Development, Data-Driven Decision Making, Data Integration, Market Research, Performance Metrics, Qualitative Research, Strategic Planning

Competencies

Analytical Thinking, Business Acumen, Business Analytics, Consulting, Decision Making and Critical Thinking, Effective Communications

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

Capital Markets - FINRA Series 7 & 63. PNCI Operations - FINRA Series 99 required. PNCI Product - FINRA Series 7 required. In addition, a combination of the following licenses will be required based on the incumbents department within PNCIs Product Group: FINRA 66 (or 63/65) or Life & Health Insurance.

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.

","hiringOrganization":{"@type":"Organization","name":"PNC","sameAs":"https://www.pnc.com/"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"The Tower at PNC Plaza (PAA86), United States","addressCountry":"United States","addressRegion":"North America"}}}},{"@type":"ListItem","position":5,"item":{"@type":"JobPosting","title":"Structured Securities Lead Investment Analyst","datePosted":"2025-09-18","description":"

Position Description:

\n\n

This position will provide analysis on investments in the structured securities asset class to ensure portfolio managers receive accurate information and strong recommendations. Perform quantitative and qualitative analysis on products including mortgage-backed securities, asset backed securities, and collateralized loan obligations.

\n\n

Position Location:

This is a hybrid role working partially in-office (Cincinnati, OH or Lincoln, NE) and partially from home.

\n\n

What You Do:

Provide review, analysis, and recommendations on investments to the portfolio manager and other leaders. Make decisions based on risk/reward, relative value, and performance against a benchmark.
Monitor and analyze existing portfolio of investments, relying heavily on a data centric and mathematics centric approach.
Maintain research on assigned asset class and asset types.
Maintain effective partnerships with internal and external partners.
Maintain knowledge of applicable investment guidelines, laws, statues, and regulations. Review, follow, and update policies and procedures.
Assist in performing special investment and reporting projects as assigned.
Utilize tools including Aladdin and Intex for risk modeling and cash flow modeling.
Assess and price risk against a given benchmark, to determine risk adjusted value.

What You Bring:

Bachelor’s degree or equivalent combination of education and experience required. Mathematics, Finance, Computer Science or similar majors desired.
3-5 years related experience required. Previous experience in data analysis, investment analysis, or other related fields required.
CFA Charterholder desired.
Experience with Python, R, or other similar languages desired.
Experience with Intex and Aladdin desired.

What We Offer:

A meaningful mission. Great benefits. A vibrant culture

Ameritas is an insurance, financial services and employee benefits provider Our purpose is fulfilling life. It means helping all kinds of people, at every age and stage, get more out of life.

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At Ameritas, you’ll find energizing work challenges. Flexible hybrid work options. Time for family and community. But dig deeper. Benefits at Ameritas cover things you expect -- and things you don’t:

\n\n

Ameritas Benefits

For Your Money:

401(k) Retirement Plan with company match and quarterly contribution
Tuition Reimbursement and Assistance
Incentive Program Bonuses
Competitive Pay

For Your Time:

Flexible Hybrid work
Thrive Days - Personal time off
Paid time off (PTO)

For Your Health And Well-Being:

Health Benefits: Medical, Dental, Vision
Health Savings Account (HSA) with employer contribution
Well-being programs with financial rewards
Employee assistance program (EAP)

For Your Professional Growth:

Professional development programs
Leadership development programs
Employee resource groups
StrengthsFinder Program

For Your Community:

Matching donations program
Paid volunteer time– 8 hours per month

For Your Family:

Generous paid maternity leave and paternity leave
Fertility, surrogacy and adoption assistance
Backup child, elder and pet care support

An Equal Opportunity Employer

\n\n

Ameritas has a reputation as a company that cares, and because everyone should feel safe bringing their authentic, whole self to work, we’re committed to an inclusive culture and diverse workplace, enriched by our individual differences. We are an Equal Opportunity/Affirmative Action Employer that hires based on qualifications, positive attitude, and exemplary work ethic, regardless of sex, race, color, national origin, religion, age, disability, veteran status, genetic information, marital status, sexual orientation, gender identity or any other characteristic protected by law.

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Position Description:

\n\n

Position Location:

This is a hybrid role working partially in-office (Cincinnati, OH or Lincoln, NE) and partially from home.

\n\n

What You Do:

Provide review, analysis, and recommendations on investments to the portfolio manager and other leaders. Make decisions based on risk/reward, relative value, and performance against a benchmark.
Monitor and analyze existing portfolio of investments, relying heavily on a data centric and mathematics centric approach.
Maintain research on assigned asset class and asset types.
Maintain effective partnerships with internal and external partners.
Maintain knowledge of applicable investment guidelines, laws, statues, and regulations. Review, follow, and update policies and procedures.
Assist in performing special investment and reporting projects as assigned.
Utilize tools including Aladdin and Intex for risk modeling and cash flow modeling.
Assess and price risk against a given benchmark, to determine risk adjusted value.

What You Bring:

Associate degree or equivalent combination of education and experience required.
Bachelor’s degree or equivalent combination of education and experience desired. Mathematics, Finance, Computer Science or similar majors desired.
0-2 years related experience required. Previous experience in data analysis, investment analysis, or other related fields desired.
Experience with Python, R, or other similar languages desired.
Experience with Intex and Aladdin desired.
CFA Candidate (Level I or II) desired.

\n\n

What We Offer:

A meaningful mission. Great benefits. A vibrant culture

Ameritas is an insurance, financial services and employee benefits provider Our purpose is fulfilling life. It means helping all kinds of people, at every age and stage, get more out of life.

\n\n

Ameritas Benefits

For Your Money:

401(k) Retirement Plan with company match and quarterly contribution
Tuition Reimbursement and Assistance
Incentive Program Bonuses
Competitive Pay

For Your Time:

Flexible Hybrid work
Thrive Days - Personal time off
Paid time off (PTO)

For Your Health And Well-Being:

Health Benefits: Medical, Dental, Vision
Health Savings Account (HSA) with employer contribution
Well-being programs with financial rewards
Employee assistance program (EAP)

For Your Professional Growth:

Professional development programs
Leadership development programs
Employee resource groups
StrengthsFinder Program

For Your Community:

Matching donations program
Paid volunteer time– 8 hours per month

For Your Family:

Generous paid maternity leave and paternity leave
Fertility, surrogacy and adoption assistance
Backup child, elder and pet care support

An Equal Opportunity Employer

\n\n

","hiringOrganization":{"@type":"Organization","name":"Ameritas","sameAs":"https://www.ameritas.com/"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"Cincinnati, OH, United States","addressCountry":"United States","addressRegion":"North America"}}}},{"@type":"ListItem","position":7,"item":{"@type":"JobPosting","title":"Senior Investment Analyst AMT","datePosted":"2025-09-17","description":"

Summary:

Perform certain investment duties including trading of common stocks, ETFs and mutual funds; analyzing mutual funds; rebalancing accounts by investing and divesting cash according to investment guidelines and client needs. Perform annual OCC Reg. 9 reviews of mutual fund client accounts. Implement and maintain investment objectives/asset allocations for trust clients and model portfolios. Create and update mutual funds portfolio investment models. Interact effectively with trust department’s custodian/back office operations teams to process and update securities, and/or reverse investment related transactions on trust system. Work with other members of the investment team to analyze portfolios and create presentations for trust clients. Assist in the marketing efforts of the trust department and bank. Act as liaison with outside managers. Serve as frontline contact with Bank’s auditors. Lead clients and managers through setup of internet client access. Manage own work to ensure deliverables are produced in a timely and cost effective manner. Implement investment policies and strategies.

Prepare reports for the monthly Trust Investment Committee, the quarterly Trust Committee and acting as the secretary for the TIC. Prepare reports for management, portfolio managers, client meetings, administrators and marketers. Become proficient in investment related and administrative business applications. Keep all investment related files and records current and within compliance. Develop management reports that incorporate client business objectives, data capabilities, and company standards. Organize and manipulate data and records, accurately interpret and evaluate data while maintaining its integrity. Review existing documentation and assess information resources and system specifications. Conduct workflow analysis, evaluate new and existing applications, and participate in the documentation and development of enhancements.

Essential Duties and Responsibilities include the following. Other duties may be assigned:

Daily

Execute mutual fund, money market, equity trades, and cash raising trades, as necessary.
Review portfolios to determine which assets to sell based on investment objectives, approved securities and tax considerations.

Monthly

Prepare and coordinate preparation of TIC packet and presentation as well as scan/archive TIC packet and presentation afterwards.
Update and maintain list of approved securities and major security holdings for ARS.
Update coding of trust accounts for performance reporting.

Quarterly

Prepare and coordinate preparation of Trust Investment packet and presentation for Trust Committee.
Prepare proxy voting activity report.

As Needed

Morningstar data retrieval and analysis, including current and historical tables and graphs.
Perform complex data download and analysis in support of adhoc requests.
Develop complex and accurate Trust Desk and Bloomberg data downloads, methodologies, and files for analyzing and presenting information.
Improve quality and information value of data and reports.
Prepare reports and correspondence for investment officers and client meetings.
Prepare security and client reports for investment and administrative officers.
Respond to client and internal requests.
Learn new software and investment systems and train others.
Serve as the liaison between the Investment department, technology teams and support teams.
Point out system or process problems when noticed.
Develop awareness of and familiarity with issues and events affecting department.
Organize, document, and maintain data files and reports, including all investment related files such as outside money managers, approved brokers, brokerage commissions, approved deviations, special assets, proxies voted, client files, contracts, and Trust Investment Committee meeting packets and presentations, etc.
Write procedures for work responsibilities.
Receipt and distribution of mail.
Review, verify vendor bills and charges, and dispute when necessary.
Undertake special projects as needed.
Contribute to team effort. Communicate regularly and effectively with team members and supervisor and fill in for others.

Qualifications:

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required.

Employment Standards:

Minimum age 18
Qualify to be bonded
Meet testing requirements and hiring standards

Education/Experience:

Minimum Bachelor’s degree from four-year college or university
Minimum of seven years of experience in a similar trust operations or investments position.

Skills:

Knowledge of investment processes pertaining to securities, trading and investment objectives.
Knowledge of trust operational processes, including securities and transactions.
Advanced Microsoft Office Excel skills and experience.
Computer skills to include Investment Software such as Morningstar and Bloomberg Financial Terminal. Other PC software as Microsoft Office Word and Excel, Access, and PowerPoint.
Data management skills to develop useful and accurate reports from a variety of data sources for business planning, policy, investment management, compliance.
Evaluate, analyze, and interpret large volumes of data from multiple sources.
Data reconciliation and consolidation.
Strong analytical and product management skills required, including a thorough understanding of business needs and how to translate them into application and operational requirements.
Excellent verbal and written communication skills and the ability to interact professionally with a diverse group, executives, managers, clients, and subject matter experts.
Ability to read and interpret documents such as, operating and maintenance instructions, and procedure manuals.
Ability to calculate discounts, interest, commissions, proportions, percentages and algebra concepts.
Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form.
Responsible and accountable for assignment completion and follow-through.
Work independently.
Successfully engage in multiple initiatives simultaneously while working in a fast paced environment.

Physical Demands:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Specific requirements include:

Sit, talk or hear
The employee is occasionally required to lift up to 10 pounds.
The vision requirements include: close vision

\n","hiringOrganization":{"@type":"Organization","name":"Cadence Bank","sameAs":"https://www.cadencebank.com/"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"Houston, Texas, United States; Dallas, Texas, United States","addressCountry":"United States","addressRegion":"North America"}}}},{"@type":"ListItem","position":8,"item":{"@type":"JobPosting","title":"Private Markets Funds Investment Analyst- Manager- State Street Investment Management","datePosted":"2025-09-17","description":"

What We Are Looking For

The Private Markets Fund Team is looking to hire an enthusiastic analyst with investment experience in Alternatives. Based out of Bangalore, it will be a generalist role to support the expansion of our Middle East office and will work across all of the private asset classes. The individual will work with the broader private markets funds team based out of US, London and Bangalore as well as the Investment Strategist in Dubai. The role involves evaluating new investment opportunities in limited partnership funds, contributing to product initiatives, responding to RFPs, managing/monitoring existing portfolios/products, supporting investment execution processes (risk, legal, operational due diligence, etc. ) and presenting to internal stakeholders as well as the clients (whenever required). This role may also support projects involving the private markets across the broader firm

Responsibilities And Expectations:

Build deep understanding of private investment strategies including Primary fund investments, Equity Co-investments, Secondaries across asset classes i.e. Private Equity, Private Credit and Real Estate
Support the execution of investments in private market funds and co-investments by performing due diligence, financial analysis, and modeling. Prepare and present memos and other presentations to investment committee and other internal groups
Perform market research, investment analysis and financial modeling to support new product launches within private markets. Contribute to the ongoing oversight and performance monitoring of existing products
Manage investment pacing and portfolio construction for our clients including assisting with the production and presentation of materials, organizing and coordinating meetings
Participate in LP annual meetings, management presentations, and other diligence sessions. Construct arguments about investment decisions and effectively communicate them verbally and in writing on an ongoing basis
Liaise with other investment team members, operations, risk, operational due diligence and legal teams to prepare responses for prospect or current client inquiries and deliver monitoring reports
Take lead roles in ad hoc projects, ESG and market research
Be familiar with MENA local laws and stay up to date with market trends
Flexibility and willingness to work across asset classes

Position Requirements:

Minimum 6 years of relevant professional experience (i.e. private markets, venture capital, valuation advisory, investment banking,)
MBA/Masters, CFA or CPA
Strong interest and intellectual curiosity in the private markets
Highly proficient in financial statement analysis, modeling and valuations
Extensive knowledge of corporate finance and capital markets
Strong research skills incorporating qualitative and quantitative analysis
Excellent written and verbal communication skills
Ability to learn new systems and processes
Ability to balance and prioritize multiple investment opportunities and projects
Ability to build and maintain professional relationships with internal / external stakeholders

","hiringOrganization":{"@type":"Organization","name":"State Street","sameAs":"https://www.statestreet.com/"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"Bangalore, India","addressCountry":"India","addressRegion":"Asia/Pacific"}}}},{"@type":"ListItem","position":9,"item":{"@type":"JobPosting","title":"Investment Analyst","datePosted":"2025-09-16","description":"

Company Description

Moneta is one of the nation’s largest independent Registered Investment Advisors (RIAs) now partnering with ambitious financial advisors who want to enhance their client service by completely reframing what it means to be an independent entrepreneur. You don’t have to give up ownership and control of your business to be part of something bigger. At Moneta, you benefit and grow from the rare combination of dynamic resources of our large-scale platform, owned and built by advisors for advisors, while maintaining the freedom of an independent business owner.

Moneta is a fee only independent Registered Investment Advisor (RIA) wholly focused on going further for our clients. We are one firm with many solutions, and we provide a full spectrum of financial advisory services, but our true purpose is centered on building relationships and providing exceptional service to our clients around the globe.

Job Description

We are seeking a highly motivated Investment Analyst to join the Finerty Team. This role is ideal for a recent graduate or early-career professional with a strong foundation in finance or economics and a desire to grow within a dynamic investment environment.

Essential Responsibilities

Conduct investment research and analysis to support client portfolio decisions.
Prepare reports, presentations, and performance summaries using Morningstar Direct, Bloomberg, and Excel.
Collaborate with senior team members to evaluate investment opportunities and monitor market trends.
Maintain and update financial models, tracking systems, and investment documentation.
Assist with client portfolio reviews and proposals.
Perform due diligence on investment products and third-party managers.
Monitor macroeconomic indicators and assess their impact on investment strategy.
Draft internal memos and summaries for investment committee discussions.
Coordinate with compliance and operations teams to ensure data accuracy and reporting integrity.
Draft and execute trades and banking transactions

Qualifications

Bachelor’s degree in Finance, Economics, or a related field.
0–3 years of relevant experience in investment analysis or financial services.
The FINRA Series 65 license will be required
A CFA designation or active progress towards achieving the CFA designation is required.Proficient in Microsoft Office applications, particularly Microsoft Excel, PowerPoint, and PowerBI. Familiarity with Morningstar Direct and Bloomberg Terminal is a plus.
Must be authorized to work in the United States.

Additional Information

Moneta is committed to providing the best possible care for our employees; part of this care includes offering comprehensive benefits that enhance the wellbeing of employees and their families:

Paid holidays
Paid time off (PTO)
Employer cost-shared medical and dental insurance
Employer paid short-term disability, long-term disability, AD&D insurance, and basic life insurance
401k Match – 50% of employee contributions up to 6% of compensation
Discretionary annual profit-sharing bonus
Paid parental leave
Professional development reimbursement
Paid volunteer time off (VTO)
Employee referral incentive bonus program
Onsite wellness programs & rewards
Employee engagement activities

Moneta is a fiduciary fee-only Registered Investment Advisory firm and unable to hold securities licenses with the exception of Series 65. We also do not allow outside business activities, insurance commissions and/or trails.

","hiringOrganization":{"@type":"Organization","name":"Moneta","sameAs":"https://monetagroup.com"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"Clayton, MO, United States","addressCountry":"United States","addressRegion":"North America"}}}},{"@type":"ListItem","position":10,"item":{"@type":"JobPosting","title":"Investment Analyst - PNC Investments","datePosted":"2025-09-16","description":"

Position Overview

Job Description

Leverages analytical tools to provide business and technical expertise for the analytics process, tools and applications for a business function or business unit to create data driven solutions.
Recommends appropriate performance measures to be produced including lifts, efficiencies, confidence intervals and other statistical metrics.
Analyzes and processes data, builds and maintains models and report templates, and develops dynamic data-driven solutions.
Provides business clients with detailed actionable reports documenting findings from data processing and data analysis.
Consults on using business intelligence data for predictive analytics and facilitates implementation of new tools and data marts.

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

Analytical Thinking, Business Intelligence (BI), Concept Development, Data-Driven Decision Making, Data Integration, Market Research, Performance Metrics, Qualitative Research, Strategic Planning

Competencies

Analytical Thinking, Business Acumen, Business Analytics, Consulting, Decision Making and Critical Thinking, Effective Communications

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":"The Tower at PNC Plaza (PAA86), United States","addressCountry":"United States","addressRegion":"North America"}}}},{"@type":"ListItem","position":11,"item":{"@type":"JobPosting","title":"Early Talent - Investment Analyst, Infrastructure and Natural Resources","datePosted":"2025-09-15","description":"

The Opportunity

As an Investment Analyst in the Americas team within the Infrastructure and Natural Resources (“INR”) group, you will have a key role in analyzing potential private equity infrastructure investment opportunities, executing transactions and working with existing portfolio companies to craft strategy and implement value-enhancing initiatives.

This role is particularly well-suited to highly motivated team players who enjoy a fast-paced transaction-oriented environment, can manage multiple projects, and thrive on developing new skills. If you possess these attributes, are seeking to learn and develop alongside seasoned investors and are open to travel internationally - this is the job for you.

Who you’ll work with

INR consists of a team of specialized private equity investment professionals, with offices in Toronto, London, Singapore, Mumbai and Santiago. INR leads a geographically diverse portfolio ~C$55 billion with assets in North America, South America, Europe, the Middle East, Asia, Australia and New Zealand.

You will be joining our Toronto office, where you will work in a dynamic team-based environment, directly supporting senior team members across various infrastructure verticals within the Americas. The Americas team aims to invest directly in infrastructure businesses that provide predictable cash flow, inflation protection and support the creation of a diversified portfolio. Focus sectors include energy and utilities, transportation and digital infrastructure. Americas’ current portfolio includes investments in Canada, the U.S., Mexico, Chile and Brazil, spanning across utilities, district energy, toll roads, ports and digital infrastructure.

What You’Ll Do

Build and employ financial modeling tools to analyze investment opportunities;
Assist in the due diligence process and incorporate the findings into a financial model;
Identify key value drivers and financial risks and perform related sensitivity and scenario analysis;
Work closely with external advisors, consultants and partners to assess risks and submit bids under tight timelines;
Prepare presentations, reports, and investment recommendations to senior management and, where applicable, the Board of OTPP;
Review and analyze financial reports, budgets, board books and other information prepared by management of our portfolio companies;
Work with portfolio company management to build and maintain financial models that are used to analyze strategic issues and value the company;
Support internal strategic project initiatives, and;
Support the preparation of internal annual valuations.

What You’Ll Need

Minimum 1 year of work experience, preferably in investment banking or private equity
Fluency in Portuguese is required
Fluency in Spanish and/or professional experience in Latin America are also desirable and will be a differentiator
Strong financial modelling skills
Strong communication skills and comfort presenting to senior audiences
Ability and desire to work in a vigorous, fast-paced environment, and balance multiple priorities under demanding timelines
Bachelor’s degree required with a strong academic background
Desire and ability to travel and work internationally

#Li-Otpp #Li-Hybrid

What We’Re Offering

Pay-for-performance environment that offers competitive salary and incentive
Numerous opportunities for professional growth and development
Comprehensive employer paid benefits coverage
Retirement income through a defined benefit pension plan
The opportunity to invest back into the fund through our Deferred Incentive Program
A flexible/hybrid work environment combining in office collaboration and remote working
Competitive Time Off
Our Flexible Travel Program gives you the option to work abroad in another region/country for up to a month each year
Employee discount programs including Edvantage and Perkopolis

At Ontario Teachers', diversity is one of our core strengths. We take pride in ensuring that the people we hire and the culture we create, reflect and embrace diversity of thought, background and experience. Through our Diversity, Equity and Inclusion strategy and our Employee Resource Groups (ERGs), we celebrate diversity and foster inclusion through events for colleagues to connect for professional development, networking & mentoring. We are building an inclusive and equitable workplace where our talent is respected, accepted and empowered to be themselves. To learn more about our commitment to Diversity, Equity and Inclusion, check out Life at Teachers'.

How To Apply

Are you ready to pursue new challenges and take your career to the next level? Apply today! You may be invited to complete a pre-recorded digital interview as part of your application.

Accommodations are available upon request (peopleandculture@otpp.com) for candidates with a disability taking part in the recruitment process and once hired.

Candidates must be legally entitled to work in the country where this role is located.

Ontario Teachers’ may use AI-based tools to assist in screening and assessing applicants for this position. These tools may help us identify candidates whose skills and experience align with Ontario Teachers’ objectives by analyzing information provided in resumes and applications. Our use of AI does not replace human decision-making.

To learn more about how Teachers’ uses AI with your personal information, please visit our Privacy Centre.

Functional Areas:

Investments

Vacancy:

Current

Requisition Id:

6654","hiringOrganization":{"@type":"Organization","name":"Ontario Teachers' Pension Plan","sameAs":"https://www.otpp.com/"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"Toronto - 36.25, Canada","addressCountry":"Canada","addressRegion":"North America"}}}},{"@type":"ListItem","position":12,"item":{"@type":"JobPosting","title":"Investment Analyst Program (IAP) 2026","datePosted":"2025-09-15","description":"At Prologis, we don’t just lead the industry—we define it with a 1.3 billion square foot portfolio and an annual throughput of approximately $3.2 trillion. We create the intelligent infrastructure that powers global commerce, seamlessly connecting the digital and physical worlds. From agile supply chains to energy solutions, our ecosystems help your business move faster, operate smarter and grow sustainably. With unmatched scale, innovation and expertise, Prologis is a category of one—not just shaping the future of logistics but building what comes next.

Job Title:

Investment Analyst Program (IAP) 2026

Company:

Prologis

Investment Analyst Program (IAP) 2026

A day in the life

Prologis’ Investment Analyst Program (IAP) is a rigorous two-year foundational training program for excellent emerging real estate investment leaders.

As an analyst program participant, you’ll be immersed into the entire development/transaction lifecycle, from acquisition, development, and financing strategies, while interacting with various teams.

Investment Analyst Program participants play a key role in Prologis’ current and future success.

Participants will be based in either San Francisco or New York City, with full-time, in-office presence required. This two-year program offers a structured pathway for professional learning, growth, and development, providing participants with hands-on experience, mentorship, and exposure to diverse areas of the business. While many participants successfully transition into full-time roles after completing the program, continuation of employment is not guaranteed. Flexibility to relocate is also an essential requirement for program participation.

Key Responsibilities Include:

Building discounted cash flow models used to analyze returns for potential acquisitions.
Creating proforma models for potential built-to-suit or speculative development projects.
Working directly with Investment Officers in preparing investment memos for senior management and Investment Committee.
Compiling and maintaining sale comp database for markets within various regions.
Preparing and maintaining base case proforma models for existing land bank.
Maintaining and monitoring regional deployment pipelines in Salesforce to ensure accuracy.
Developing key longstanding relationships with brokers, architects, contractors, and engineers.
Collaborating with teams across multiple departments to gain broad exposure to different aspects of the business.
Participating in select global projects and strategy initiatives to understand how international priorities and market dynamics shape local investment decisions.

Building Blocks for Success

Required:

Bachelor’s Degree, preferably in Real Estate, Business, Finance or adjacent study area.
We are seeking candidates with 0–2 years of full-time work experience. However, at a minimum, candidates must have demonstrable skills gained through relevant undergraduate internships and/or volunteer opportunities (Business, Real Estate, or Finance).
Superior analytical thinking, attention to detail, and problem-solving capability.
Superior interpersonal and leadership skills, including high self-awareness, humility, and a growth mindset.
Demonstrated skill in navigating ambiguity and managing complexity.
Ability to grasp primary real estate market economics - market demand and supply, vacancy, absorption, micro and macro issues relating to properties.
Demonstrated emotional intelligence and skill in building strong relationships with colleagues and customers.
Advanced skills in Microsoft Excel.
Familiarity with emerging technologies, including the use of AI tools for data analysis, workflow efficiency, and decision support, is strongly preferred.

Preferred:

Exposure to Argus is a plus!

Hiring Salary of $100,000 plus relocation support if applicable. Salary and whole compensation package (bonus target) to be determined by the candidate’s location, education, experience, knowledge, skills, and abilities, as well as internal equity and alignment with market data.

#LI-HB

People First

Each of us working at Prologis plays an essential role in the enduring success of our company. We value people who are decisive, courageous and adaptable. While we are one company, locations and departments operate with autonomy and accountability. Individuals take the initiative here.

When you join Prologis, you work shoulder to shoulder with some of the top talent in the industry to do the best work of your career. Every employee belongs. Every employee contributes. Employees advance their careers here.

As a successful global enterprise, Prologis has never lost sight of what matters most, our strong belief that our people are the most important part of our business. And because of that, we provide a generous total rewards package and take a lot of time to focus on quality management and leadership development. People come first here.

All full-time roles in the US come with a robust benefits package which includes healthcare, dental, and vision insurance for employees and eligible dependents. Prologis also offers several other wellness, financial, and work/lifestyle-specific benefits. Our 401(k) retirement plan has a company match of 50% up to 12% of eligible compensation. We also offer generous PTO with a starting accrual of 22 days a year in addition to paid holidays and volunteer time.

All job offers are contingent upon successful completion of background verification. Prologis is an Equal Opportunity/Affirmative Action employer and all qualified applicants will receive consideration for employment without regard to race, color, religions, sex, national origin, sexual orientation, gender identity, disability status, protected veteran status, or any other characteristic protected by law.

Employment Type:

Full time

Location:

San Francisco, California

Additional Locations:

New York, New York","hiringOrganization":{"@type":"Organization","name":"Prologis","sameAs":"https://www.prologis.com/"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"San Francisco Office, United States","addressCountry":"United States","addressRegion":"North America"}}}},{"@type":"ListItem","position":13,"item":{"@type":"JobPosting","title":"Investment Analyst","datePosted":"2025-09-15","description":"

Job Posting Title

Investment Analyst

Job Category

Investments, Professionals

Language Requirements

English / AnglaisEnglish is required / L'anglais est requis

Flexible Work Agreement Type

Hybrid / Hybride

Posting End Date

2025-09-29

Job Grade

Pay Range

Commensurate with Experience / Selon l’expérience

Job Summary

The NAV CANADA Pension Plan is a defined benefit pension plan with approximately 9000 members and $7 billion in assets invested across the spectrum of asset classes include public and private equity, fixed income, real estate, infrastructure, private debt and hedge funds. We have an exciting new opportunity for an Investment Analyst to join our highly engaged and innovative Pension Investment team. Our team is a small group of professionals who believe in the importance of retirement security and work closely together to ensure the plan is invested appropriately to meet our short- and long-term objectives.
The Investment Analyst will report to the Manager, Pension Investments and be actively involved in supporting all aspects of the investment process. From performance monitoring and risk management to research and due diligence for prospective investments as well as trading, this role offers the opportunity to be an active and valuable member of the Pension Investment team.

Job Description

What Nav Canada Offers You:

Challenging, team-oriented work environment
Competitive compensation and benefits
Defined benefit pension plan
Opportunities for growth and development
Flexible work arrangements
Diverse and inclusive workforce

In This Role You Will:

Conduct monthly/quarterly performance calculations and reconciliations.
Produce quarterly reporting including the aggregation of data by asset class, region, and sector.
Support senior team members in monitoring external investment managers by attending meetings with managers and reviewing monthly and quarterly reports.
Maintain internal databases/reports and assist with the development and enhancement of analytical and monitoring tools.
Execute foreign currency spot and forward trades.
Monitor the Fund’s cash position to ensure liquidity is maintained.
Assist senior team members with the due diligence process and evaluation of prospective investments including valuation, market trends, and key investment merits and risks.
Develop and share views on various financial markets and investment strategies
Support the development of external relationships
Stay updated on institutional investment best practices and industry developments
Assist in monitoring key investment risks.

What You Bring:

Bachelors’ degree in Business, Mathematics, Economics, or a related field of study.
Enrolled in or demonstrated interest in enrolling in the CFA charterholder program or CAIA designation.
0-5 years of relevant professional experience in the finance industry, preferably in the pension/institutional investment context.
Advanced knowledge of Microsoft Office Suite especially Excel/VBA.
Knowledge of performance measurement and attribution techniques
Excellent financial analysis and modelling skills
Strong writing and presentation skills

How Others Describe You:

Exceptionally high attention to detail
Passionate about investing and financial markets
Well organized
Team player
Analytical and insightful
Intellectually curious and self motivated

Working Conditions:

This position is a hybrid position with a minimum 3 days per week on site.
Some travel may be required

Notes:

Please include a cover letter with your application indicating why you are interested in working for the NAV CANADA Pension Plan and why you are the best candidate for the role.

NAV CANADA is committed to building a skilled, diverse workforce reflective of Canadian society. If you do not believe that you match every job requirement listed on this job posting, we still encourage you to apply. NAV CANADA encourages a culture of learning and growth, and recognizes that although some technical skills are mandatory, many others can be taught.

Our Company strives to create an inclusive and barrier-free selection process and work environment. If you require accommodations during this competition process, please ensure that you inform the interview coordinator or hiring manager of any accommodation measures you may require. NAV CANADA will provide accommodations throughout the recruitment and selection process to applicants with disabilities as required.

The successful candidate must meet the security requirement of the position and be legally able to work in Canada.

We thank all applicants for their interest; only those selected for next steps will be contacted.

-","hiringOrganization":{"@type":"Organization","name":"NAV CANADA","sameAs":"https://www.navcanada.ca/en/"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"Ottawa, Canada","addressCountry":"Canada","addressRegion":"North America"}}}},{"@type":"ListItem","position":14,"item":{"@type":"JobPosting","title":"2026 Emerging Markets and Delta One Investment Analyst Summer Intern-London","datePosted":"2025-09-12","description":"

The Role

We are excited to offer an opportunity for a diverse group of talented students to join the internship program at Schonfeld. You’ll spend ten - twelve weeks with the Emerging Markets and Delta One team within the Investment division where you will be immersed in the culture and atmosphere of Schonfeld, working alongside talented professionals on meaningful projects.

Investment Analysts at Schonfeld take on a wide range of responsibilities and challenges. They are responsible for idea generation, formulating trade implementation across a wide range of securities and derivatives, and risk managing an existing portfolio of risks.

What You’Ll Do

You’ll work primarily alongside Portfolio Managers analyzing investment decisions across delta 1 derivatives and emerging market risk parameters, using a mix of quantitative and qualitative data to analyze, back-test and implement investment ideas. You can expect to get exposure to fundamental stock analysis, derivatives pricing and risk management, strategy back testing and optimization and much more!

You will be assigned both a manager and mentor, participate in organized team-building events, lunch and learns, social activities, and network with senior management throughout the summer. You will be assigned summer-long projects that will be directly related to the work of the team you are assigned to, which you will present on at the completion of the program. Upon completion of the internship, you may be extended a full-time offer of employment.

What You’Ll Bring

What You Need:

A degree in a quantitative or technical field such as statistics, mathematics, physics, electrical engineering, computer science or economics (ideally with one year left in your academic program)
Excellent programming skills. Python and SQL are essential
The ability to communicate research ideas clearly and succinctly
Creative problem-solving skills and experience working with real-world datasets
Ability to communicate and critically present investment ideas
Passion for financial markets and desire to make a difference in a challenging and competitive environment

We’D Love If You Had:

Knowledge of probability and statistics (e.g., machine learning, time-series analysis and forecasting, pattern recognition, NLP)
Experience in integrating AI models to convert noisy unstructured data into structured data for use in financial models
Prior experience in the financial industry
Product knowledge (Swaps, futures, TRFs, dividend swaps, forwards and synthetics)

Our Internship

Kick-start your career in finance with the Schonfeld Summer Internship! Over the course of 10 action-packed weeks, you will have the opportunity to build solutions that tackle real-world challenges and leave a lasting impact on the firm. As an intern, you’ll join a close-knit team that is ready to support your growth and accelerate your career. We will pair you with a dedicated manager and a mentor who’ll guide your development over the course of the internship and beyond. Throughout the program, you will have the chance to connect with senior leaders through a series of learning sessions, attend hands-on skills workshops, network at social events and get a behind-the-scenes look at how various functions power the firm. We’ll empower you to bring your ideas to life and make an impact.

Who We Are

Schonfeld is a global multi-manager hedge fund that strives to deliver industry-leading risk-adjusted returns for our investors. We leverage both internal and external portfolio manager teams around the world, seeking to capitalize on inefficiencies and opportunities within the markets. We draw from decades of experience and a significant investment in proprietary technology, infrastructure and risk analytics to invest across four main strategies: Quant, Tactical, Fundamental Equity and Discretionary Macro & Fixed Income.

Our Culture

At Schonfeld, we’ll invest in you. Attracting and retaining top talent is at the heart of what we do, because we believe that exceptional outcomes begin with exceptional people. We foster a culture where talent is empowered to continually learn, innovate and pursue ambitious goals. We are teamwork-oriented, collaborative and encourage ideas—at all levels—to be shared. As an organization committed to investing in our people, we provide learning and educational offerings and opportunities to make an impact. We encourage community through internal networks, external partnerships and service initiatives that promote inclusion and purpose beyond the firm’s walls.

\n","hiringOrganization":{"@type":"Organization","name":"Schonfeld","sameAs":"https://www.schonfeld.com/"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"London, England, United Kingdom","addressCountry":"United Kingdom","addressRegion":"Europe"}}}},{"@type":"ListItem","position":15,"item":{"@type":"JobPosting","title":"2026 Emerging Markets and Delta One Investment Analyst Intern - Off Cycle, Q1","datePosted":"2025-09-12","description":"

The Role

What You’Ll Do

You will be assigned both a manager and mentor, participate in organized team-building events, lunch and learns, social activities, and network with senior management throughout the internship. You will be assigned projects that will be directly related to the work of the team you are assigned to, which you will present on at the completion of the program. Upon completion of the internship, you may be extended a full-time offer of employment.

What You’Ll Bring

What You Need:

A degree in a quantitative or technical field such as statistics, mathematics, physics, electrical engineering, computer science or economics (ideally with one year left in your academic program)
Strong quantitative background covering probability, statistics, data science, optimization
Excellent Python programming skills
The ability to communicate research ideas clearly and succinctly
Creative problem-solving skills and experience working with real-world datasets
Ability to communicate and critically present investment ideas
Passion for financial markets and desire to make a difference in a challenging and competitive environment

We’D Love If You Had:

Prior experience in the financial industry
Product knowledge (Swaps, futures, TRFs, dividend swaps, forwards and synthetics)

Who We Are

Our Culture

\n\n\n\n\n\n","hiringOrganization":{"@type":"Organization","name":"Schonfeld","sameAs":"https://www.schonfeld.com/"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"Dubai, United Arab Emirates","addressCountry":"United Arab Emirates","addressRegion":"Middle East"}}}},{"@type":"ListItem","position":16,"item":{"@type":"JobPosting","title":"Healthcare Senior Associate - Policy & Investment Analyst","datePosted":"2025-09-12","description":"\n

We are seeking a highly motivated Senior Associate with at least four years of experience in pharmaceutical pricing or deep healthcare industry expertise. The ideal candidate will possess a strong understanding of pricing metrics, reimbursement models, and rebate mechanics, with the ability to translate complex policy and pricing frameworks into actionable investment insights.

This role requires hands-on analytical skills, proficiency in Excel, SQL, and Python, and experience working with government or commercial claims data.

Key Responsibilities

Analyze pharma pricing structures, reimbursement models, and rebate mechanics to identify investment opportunities.
Work with large datasets and apply quantitative skills (Excel, SQL, Python) to develop insights.
Monitor policy developments affecting pharma pricing, market access, and rebates.
Synthesize findings into clear, data-driven reports and recommendations.
Collaborate with policymakers, investors, and healthcare stakeholders.
4+ years of relevant experience in pharma pricing, market access, policy analysis, or healthcare consulting.
Deep knowledge of rebate structures and reimbursement models.
Strong quantitative and technical skills: Excel, SQL, and Python proficiency required.

Qualifications

\nExperience with government or personal claims data.\n
\nExceptional written and verbal communication skills.\n
\nBachelor’s degree required; advanced degree a plus.\n

\n\nCapstone offers a competitive benefits package, including health, vision, dental insurance, paid vacation, travel stipend and 401(k). The expected compensation for this role will be $90,000-$120,000 per annum with eligibility in Capstone's annual bonus pool. \n \nThis position is based in our New York or D.C. office. Capstone is in-person Monday thru Thursday with flexible work from home Fridays. \n\n

We are an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.

","hiringOrganization":{"@type":"Organization","name":"Capstone","sameAs":"https://capstonedc.com/"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"Washington, DC, US","addressCountry":"United States","addressRegion":"North America"}}}},{"@type":"ListItem","position":17,"item":{"@type":"JobPosting","title":"Investment Analyst","datePosted":"2025-09-12","description":"

About Mitsogo | Hexnode:

Mitsogo is a global organization that highly values the contributions of each employee. Our ability to attract top talent is a testament to our commitment to fostering a sense of belonging for everyone. We recognize the rapid evolution of technology and society that impacts our industry, and we prioritize equipping our employees with diverse opportunities and empowering them with a wide range of skills.

Hexnode, the Enterprise software division of Mitsogo Inc., was founded to simplify how people work. Operating in over 100 countries, Hexnode UEM empowers organizations in diverse sectors. Fueling the transformation to a seamless ecosystem of connected tools, Hexnode is revolutionizing the enterprise software and cybersecurity landscape.

Job Overview:

We are looking for an Investment Analyst to manage and evaluate a diverse portfolio including equities, mutual funds, bonds, fixed deposits, and cryptocurrencies. The role involves analyzing market trends, assessing investment risks, and providing strategic recommendations. A strong understanding of both traditional financial instruments and emerging digital assets is essential. The analyst will also track macroeconomic factors, regulatory updates, and deliver insights through reports and presentations.

\n\n\n

Responsibilities:

Responsible for corporate financial investments of the company
Responsible for managing investments like digital gold, silver, mutual funds, bonds, equities, government bonds, fixed deposits, crypto currencies etc.
Studying price trends, trading volumes, and market behaviour of various cryptocurrencies
Evaluating potential investment opportunities and risks in the cryptocurrency market
Monitoring and assessing the performance of digital assets and their correlation with market events
Monitoring macroeconomic factors that could impact cryptocurrency prices
Staying updated on industry news, regulatory developments, and technological advancements
Applying chart patterns, indicators, and technical tools to predict price movements
Assessing the underlying value and utility of specific cryptocurrencies
Advising on diversified cryptocurrency portfolios aligned with risk tolerance and goals
Preparing reports and presentations to communicate findings and recommendations to clients or stakeholders
Providing insights and educational content to the broader community
Keeping pace with the fast-evolving cryptocurrency landscape

Requirements:

Knowledge of equity markets
knowledge of cryptocurrency market dynamics
knowledge of risk management, regulatory awareness and security awareness
knowledge of data interpretation, quantitative skills and news tracking
analytical and critical thinking skills
Ability to pay attention to detail
Effective communication skills
Problem-solving and decision-making skills
Networking skills

","hiringOrganization":{"@type":"Organization","name":"Mitsogo","sameAs":"https://www.mitsogo.com/"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"Chennai","addressCountry":"India","addressRegion":"Asia/Pacific"}}}},{"@type":"ListItem","position":18,"item":{"@type":"JobPosting","title":"Investment Analyst - Infrastructure & Natural Resources","datePosted":"2025-09-12","description":"

The deadline to apply for this role is: 26th September 2025

The Opportunity

As an Investment Analyst, you will have a key role in evaluating potential private infrastructure investment opportunities, executing transactions and working with existing portfolio companies to craft strategy and implement value-enhancing initiatives.

If you are a collaborative team player, highly motivated, and have a desire to travel internationally while working on multiple projects in a transaction-based environment, this is the job for you.

Who you’ll work with

You will be joining our London office, where you will work in a dynamic team-based environment, directly supporting senior team members across all infrastructure sectors and geographic regions, with a primary focus on the EMEA region. This role offers the opportunity to develop your investment acumen and build strategic relationships across global markets.

Infrastructure and Natural Resources (\"INR\") consists of a team of over 80 highly specialized private equity investment professionals, with offices in Toronto, London, Singapore, Mumbai and an additional presence in Santiago, Chile. Currently, INR leads a geographically diverse portfolio of approximately C$47 billion with infrastructure and natural resources assets in North America, South America, Europe, the Middle East, Asia, Australia and New Zealand.

Our Infrastructure mandate focuses on high quality assets that provide critical services to society with defensive investment characteristics and low return volatility. This includes investing in sectors such as renewable energy, electric and water utilities, airports, ports, and toll roads. The Natural Resources mandate targets direct exposure to commodities in the mining, agriculture, timberland, aquaculture, and other resource-based sectors to provide cash flow, inflation protection and diversification.

What You’Ll Do

Build and employ financial modelling tools to analyze investment opportunities;
Assist in the due diligence process and incorporate the findings into a financial model;
Identify key value drivers and financial risks and perform related sensitivity and scenario analysis;
Work closely with external advisors, consultants and partners to assess risks and submit bids under tight timelines;
Prepare presentations, reports, and investment recommendations to senior management and, where applicable, the Board of OTPP;
Review and analyze financial reports, budgets, board books and other information prepared by management of our portfolio companies;
Work with portfolio company management to maintain financial models that are used to analyze strategic issues and value the company;
Support internal strategic project initiatives, and;
Support the preparation of internal annual valuations.

What You’Ll Need

Minimum of 6 months of relevant experience, preferably in investment banking, principal investing or corporate development within an operating business (Internship experience is acceptable)
Bachelor’s degree required, with the pursuit of a CFA designation considered a plus
Strong communication skills with the ability to influence others and comfort presenting to senior audiences
Excellent analytical and quantitative skills and ability to perform in-depth analysis
Ability to balance multiple priorities while remaining detail oriented
A proactive attitude and drive toward action and results
Advanced skills in Excel and PowerPoint
Desire to travel internationally

#Li-Otpp, #Li-Initials, #Li-Hybrid

What We'Re Offering

Pay for performance environment that offers competitive salary and incentives
Numerous opportunities for professional growth and development
Comprehensive employer paid benefits coverage
Competitive Time Off
Our Flexible Travel Program gives you the option to work abroad in another region/country for up to a month each year

How To Apply

Are you ready to pursue new challenges and take your career to the next level? Apply today! You may be invited to complete a pre-recorded interview as part of the recruitment process.

Accommodations are available upon request (peopleandculture@otpp.com) for candidates with a disability taking part in the recruitment process and once hired.

We thank you for applying, however, only those selected to continue will be contacted.

Note that candidates must be legally entitled to work in the country where this role is located.

To learn more about how Teachers’ uses AI with your personal information, please visit our Privacy Centre.

Functional Areas:

Investments

Vacancy:

Current

Requisition Id:

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Are you ready to thrive in a dynamic and exhilarating environment where you'll be entrusted with significant responsibilities? Are you seeking to join an extraordinary team of young, motivated, and highly ambitious individuals? If you have a genuine passion for connecting with people and driving remarkable outcomes, then you could be the perfect fit for our Investment Analyst position.

About Us

We are on a mission to help consumers save time and money by matching them with the best products for their needs with banking, insurance and utilities. Samlino Group (https://samlinogroup.com/) operates across four markets, we empowered over 10 million users last year alone, propelling them toward living healthier financial lives.

What we offer you

As our Investment Analyst, you get the unique opportunity to be a key driver of our exponential growth curve. Sunny Lisbon will be your home base, but you’ll travel to and work with our four markets! To facilitate a steep growth curve, we provide you with the following:

The chance to create a genuine impact - experience the thrill of working in a fast-paced environment where your efforts and results are tangible, shaping the destiny of our business.
Inspiration and guidance - work closely with our high-performing teams alongside our international peers and founder.
Unlimited growth potential in our company - we firmly believe in nurturing talent from within, fostering an environment where the sky's the limit.
The passport to adventure - as a part of our international organization, you spread your wings and learn from our other markets while applying both strategic and executive skills.
Invaluable transferable skills - fuel your interpersonal, digital, entrepreneurial, organizational, project management, and business prowess through hands-on experience in an organisation that values training and development.

Your Responsibilities

You will own your own projects and be responsible for driving results across various projects and initiatives. Responsibilities in this job will evolve and be defined and redefined throughout your time with us. The aim is to take ownership of and drive the development of progressively larger opportunities. Success requires the following:

Setting ambitious yet achievable goals, developing strategic plans to reach them, and executing with urgency and intensity to deliver measurable outcomes
Take ownership of assigned projects or tasks from inception to completion, including defining clear objectives, plans, and deliverables
Proactively identify potential bottlenecks or obstacles and develop mitigation strategies
Drive accountability by ensuring all team members understand their roles and responsibilities
Act as a champion for our results-driven culture within the team and organization
Build, coach, and empower A+ teams to reach their potential and provide 5-star experiences to our users and partners
Project-based assignments with clear objectives spread across different geographies
Deep dive into value creation, process improvement and organizational growth
Thinking out of the box, brainstorming and strategizing to challenge status quo and aim at accelerating our momentum and efficient scaling

What we expect from you

We are seeking a dynamic individual who thrives in a results-oriented environment to join our team and help us reach our objectives. Industry experience is not a requirement, but you do need to be highly ambitious, proactive, forward-thinking, a fast learner, and driven to succeed.

Furthermore, we are looking for candidates who:

Have proactive mindset, strong analytical skills, and the ability to collaborate effectively with cross-functional teams
Are self-motivated, detail-oriented, and possess a track record of successfully owning projects from conception to completion
Possess an unwavering drive and desire to be the very best at what they do
Are passionate about making an impact and driving tangible results
Exude an unparalleled work ethic fueled by an urgency to progress
Embrace ownership and proactively following through on commitments
Possess an insatiable curiosity about business, data, and people, relishing the opportunity to build and nurture relationships that fuel lasting success
Master the art of communication, wielding their words with impact both verbally and in writing
Showcase unrivalled organizational skills, skillfully structuring and prioritizing their work to achieve maximum efficiency
Fluency in English and an EU work permit is required.

Start date and Travel

Flexible Start Date.

This role will cover all four markets, so regular travel will be part of what we have in mind for you! It will also include extended stays working hands-on with the teams in the different locations.

#Li-Onsite

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Job Description

Investment Analyst

Full-Time, Permanent. Fully Hybrid role with attendance to offices on business need basis.

The Opportunity

At Hinkley Point C (HPC) we are building two new nuclear reactors, the first in a new generation of nuclear power stations in the UK providing low carbon electricity for around six million homes.

What You’ll Be Doing

Who You Are

Additionally, you must meet the criteria for Security Vetting, which generally requires you to have been a UK resident for at least 3 of the last 5 years.

Closing date for applications is Sunday 21st September, interviews will follow shortly after.
#HinkleyPointCJobs #LI-Hybrid #DestinationNuclear #EDFNuclearJobs

Additional Information

Success is personal. It's your journey, powered by us. Join us and we'll help Britain achieve Net Zero together.

","hiringOrganization":{"@type":"Organization","name":"EDF","sameAs":"https://www.edfenergy.com/"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"Bristol, England, United Kingdom","addressCountry":"United Kingdom","addressRegion":"Europe"}}}},{"@type":"ListItem","position":21,"item":{"@type":"JobPosting","title":"Investment Analyst – Wix Ventures","datePosted":"2025-09-11","description":"

Company Description

Wix makes it possible for anyone to succeed online. Since 2006, we’ve grown to around 5,300 employees in 22 countries, launched over 40 products, and serve over 282 million users and their visitors worldwide. At Wix, we push you to innovate, evolve in non-traditional ways, and collaborate. We operate in small teams that work closely together at a high level.

Although we’re already industry leaders in web creation and business, our work is nowhere near done. Our goal is to become the main engine of the Internet so we can create a more open web for all.

We're proud to be an equal opportunity employer. Wix was built around the idea that everyone has the right to be successful, online. This same vision defines us as an employer: creating a work environment where everyone is welcome, and anyone has the right to succeed.

Job Description

As a member of Wix Ventures, you'll play a key role in sourcing and evaluating investment opportunities, as well as assisting portfolio companies and corporate development initiatives. In your day-to-day, you will:

Identify and engage with promising early stage companies through research, reachout, industry events and inbound deal flow
Conduct market, product, competitive, financial and team analysis to assess the viability of investment opportunities and prepare comprehensive investment recommendations
Help scale and support portfolio companies by identifying relevant strategic opportunities and working on follow-on financing rounds
Monitor emerging trends and technologies in Wix’s core and adjacent sectors to better inform investment theses and identify new opportunities
Manage dealflow pipeline and fund reporting
Support Corporate Development initiatives (M&A) as needed

Qualifications

1-3 years of relevant experience in venture capital, investment banking, management consulting, corporate development, strategy, or tech research
Strong analytical, research and presentation-building skills
Proven curiosity for technology and startups
Excellent written and verbal communication skills including strong oral presentation skills
*Open to recent military or academic graduates with relevant skill sets

Additional Information

About The Team

At Wix Ventures, we’re more than investors. We empower bold entrepreneurs through strategic capital and guidance, global reach and unmatched expertise, helping early-stage companies go further, faster.

We’re looking for extraordinary founders in the pre-seed and seed stages that are building innovative technologies, creative solutions and have disruptive business models that align with our core mission of shaping the future of the web. As a startup turned global leader, we know the ropes and are determined to help visionaries turn big ideas into thriving companies.

","hiringOrganization":{"@type":"Organization","name":"Wix","sameAs":"https://www.wix.com/"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"Tel Aviv, Israel","addressCountry":"Israel","addressRegion":"Middle East"}}}},{"@type":"ListItem","position":22,"item":{"@type":"JobPosting","title":"Senior Investment Analyst","datePosted":"2025-09-11","description":"

We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients.

At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and what they contribute.

To learn more about CIBC, please visit CIBC.com

What you'll be doing

We are currently recruiting for an experienced equity analyst focused on the consumer sector. You will be primarily responsible for research and analysis of the consumer sector for our internal equity investment strategies focused on Equity Income and Growth with AUM exceeding $10 billion and attractive long term track records. As part of the larger Equity team ($40 billion in assets), you will provide information and analysis as needed in support of other internally managed strategies. Our investment strategies have a long-term orientation and quality focus.

At Cibc We Enable The Work Environment Most Optimal For You To Thrive In Your Role. Details On Your Work Arrangement (Proportion Of On-Site And Remote Work) Will Be Discussed At The Time Of Your Interview.

How You'Ll Succeed

1. Equity Research & Analysis

Provide equity analysis on consumer sector for the Equity Income and Growth teams.
Research and analyze market data, industry trends, filings, and all other necessary data to formulate and support investment theses.
Model company financials and apply applicable valuation metrics.
Maintain brief investment thesis summaries on sector companies.
Develop clear, strategic analysis of companies that provides fresh investment insights to portfolio management team.

2. Investment Recommendations

Provide a flow of well thought out new investment ideas for our strategies.
Work closely as part of the Equity team to recommend position changes within strategies under strategy guidelines and investment process.
Write rationales for purchases and sales and post on internal portal.
Communicate rationale for company recommendations to portfolio managers, as well as sector themes and broader investment insights.

3. Monitoring & Internal Engagement

Actively monitor companies under coverage and communicate important changes in a timely manner.
Provide analytical and other support to investment team members.
Provide input in response to Relationship Manager requests.
Leverage your network of company officers and other sources while conducting frequent face-to-face meetings with company management.

Who you are `

You have a Bachelor’s Degree. It’s an asset if you have CFA designation.
You have 5+ years of US equity analysis and/or relevant industry experience (consumer sector experience preferred).
You have knowledge of sector and industry trends, competitive issues, fundamentals, as well as knowledge of individual companies.
You can demonstrate strong analytical capabilities and investment success.
You have strong interpersonal skills, along with written and verbal communication skills, to effectively communicate in person and over the phone with a variety of individuals at a variety of levels.
You work independently, leverage strong problem-solving skills, and exercise sound judgment.
You are open-minded, flexible, and willing to listen to other people’s opinions.
You work as part of our collegial research team and take instruction from team members.
You solve problems, prioritize work, provide sound advice, and meet deadlines in a sometimes-demanding work environment.
You give meaning to data. You enjoy investigating complex problems and making sense of information. You communicate detailed information in a meaningful way.
Values matter to you. You bring your real self to work and you live our values - trust, teamwork, and accountability.

At CIBC, we offer a competitive total rewards package. This role has an expected salary range of $125,000 - $190,000 for the Chicago, IL market based on experience, qualifications, and location of the position. The successful candidate may be eligible to participate in the relevant business unit’s incentive compensation plan, which may also include a discretionary bonus component. CIBC offers a full range of benefits and programs to meet our employee’s needs; including Medical, Dental, Vision, Health Savings Account, Life Insurance, Disability, and Other Insurance Plans, Paid Time Off (including Sick Leave, Parental Leave and Vacation), Holidays and 401(k), in addition to other special perks reserved for our team members.

What Cibc Offers

At CIBC, your goals are a priority. We start with your strengths and ambitions as an employee and strive to create opportunities to tap into your potential. We aspire to give you a career, rather than just a paycheck.

We work to recognize you in meaningful, personalized ways including a competitive salary, incentive pay, banking benefits, a benefits program*, a vacation offering, wellbeing support, and MomentMakers, our social, points-based recognition program.
Our spaces and technological toolkit will make it simple to bring together great minds to create innovative solutions that make a difference for our clients.
We cultivate a culture where you can express your ambition through initiatives like Purpose Day; a paid day off dedicated for you to use to invest in your growth and development.

*Subject to plan and program terms and conditions

What you need to know

CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong. We seek applicants with a wide range of abilities and we provide an accessible candidate experience. If you need accommodation, please contact Mailbox.careers-carrieres@cibc.com
You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit.
We may ask you to complete an attribute-based assessment and other skills tests (such as simulation, coding, MS Office). Our goal for the application process is to get to know more about you, all that you have to offer, and give you the opportunity to learn more about us.

Job Location

IL - 181 W Madison

Employment Type

Regular

Weekly Hours

Skills

Accountability, Analytical Thinking, Documentations, Professional Presentation, Reporting Processes, Researching, Wealth Management, Work Collaboratively","hiringOrganization":{"@type":"Organization","name":"CIBC","sameAs":"https://www.cibc.com/"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"IL - 181 W Madison, United States","addressCountry":"United States","addressRegion":"North America"}}}},{"@type":"ListItem","position":23,"item":{"@type":"JobPosting","title":"Investment Analyst, Victory Solutions","datePosted":"2025-09-10","description":"

Investment Analyst, Victory Solutions

Victory Capital | San Antonio, Tx

About Victory Capital:

Victory Capital (NASDAQ: VCTR) is a diversified global asset management firm. We serve institutional, intermediary, and individual clients through our Investment Franchises and Solutions Platform, which manage specialized investment strategies across traditional and alternative asset classes. Our differentiated approach combines the power of investment autonomy with the support of a robust, fully integrated operational and distribution platform. Clients have access to focused, top-tier investment talent equipped with comprehensive resources designed to deliver competitive long-term performance.

Victory Capital is headquartered in San Antonio, Texas. To learn more, visit www.vcm.com or follow us on Facebook, Twitter (X), and LinkedIn.

General Summary And Purpose:

Victory Solutions manages over $60B in assets across multi-asset, multi-manager, active quantitative and rules-based strategies. The firm's ETF business, VictoryShares, sits within Victory Solutions as well.

Join us as a Senior Investment Analyst at Victory Solutions. In this role, you'll be an integral part of our Portfolio Management Team focusing on portfolio construction and implementation. This team oversees daily portfolio management and investment operations for Victory’s rules-based and index solutions, in addition to active equity strategies. As a Senior Investment Analyst, you will assist in multiple aspects of investment research, data collection, portfolio trading and communications across the platform. You will take on a broad range of assignments and grow with a dynamic and expanding organization.

You will report to the Portfolio Manager, Head of Portfolio Implementation.

You Will:

Lead management of portfolios ensuring alignment with strategy investment objectives, adhering to compliance regulations.
Design and execute trading, tax management tactics, and take the helm for corporate action decisions across all Victory platforms.
Uphold portfolio standards by mitigating risks and staying updated on regulatory standards for assigned portfolios.
Independently execute global equity trades utilizing OMS/EMS systems.
Lead ETF rebalances and reconstitutions, analyzing various factors such as tax implications and market impact.
Act as the bridge between Victory Solutions and key stakeholders like brokers and custodians.
Collaborate with the Head of Capital Markets on a multitude of ETF activities including product launches and broker relations.
Harness quantitative methods and market insights for portfolio optimizations.
Decipher portfolio performance, pinpointing risk areas in comparison to benchmarks.
Advocate for and implement process improvements where necessary.
Foster a constructive team atmosphere, setting the tone through personal leadership.

You Have:

Experience executing trades for rules or model-based investing
Proficiency with OMS/EMS.
Comprehensive understanding of index provider methodologies.
Strong understanding of securities including equities, futures, and options.
Experience of Microsoft Excel (i.e., can perform complex functions).
Self-starter and problem-solver with experience leading a team in a fast-paced environment.
Quantitative orientation; comfortable manipulating, scaling, and analyzing large datasets.
Demonstrated track record of thought leadership and strong performance results.

And Any Of The Following:

3+ years of proven investment-related experience
Working proficiency of Charles River, FactSet or Bloomberg.
A CFA charter holder or working towards the CFA designation.

Our Benefits:

Victory Capital Management offers excellent Medical, Dental, Vision plans, Flexible PTO, Family Medical and Disability Leaves, Education Tuition Reimbursement and a 401k plan with a generous employer match.

Target Compensation:

The target base salary range for this position is $76,500 - $ 90,000.

Salaries are determined based on internal equity, internal salary ranges, market data/ranges, applicant’s skills and prior relevant experience, certain degrees, and certifications.

Victory Capital Management operates a pay-for-performance compensation philosophy and total compensation may vary based on role, location, department and individual performance.

Victory Capital Management’s total compensation package includes the opportunity for annual compensation bonuses and/or commissions and a generous benefits package.

We are committed to equal employment opportunity without regard to actual or perceived race, color, creed, religion, national origin, ancestry, citizenship status, age, sex or gender (including pregnancy, childbirth, pregnancy-related conditions, and lactation), gender identity or expression (including transgender status), sexual orientation, marital status, military service and veteran status, physical or mental disability, genetic information, height, weight, hair texture or a hairstyle historically associated with race to include braids, locks, or twists; or any other characteristic protected by applicable federal, state, or local laws and ordinances.

","hiringOrganization":{"@type":"Organization","name":"Victory Capital","sameAs":"https://vcm.com/"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"San Antonio, Texas, United States","addressCountry":"United States","addressRegion":"North America"}}}},{"@type":"ListItem","position":24,"item":{"@type":"JobPosting","title":"Healthcare Associate - Policy & Investment Analyst","datePosted":"2025-09-10","description":"

We are in search of an associate with specialized expertise in healthcare policy. Associates are responsible for developing unique investment ideas based on rigorous policy analysis. They interact regularly with politicians, regulators and other policymakers, as well as investors across the US health care sector. The ideal candidate will have exceptional analytical skills, creativity, and a demonstrated interest in policy and financial markets. A successful candidate will be a highly qualified professional with at least two years of experience in consulting, investment banking, policy analysis, or a related field.

Qualifications

Successful candidates will possess the following attributes:

Intelligence and the ability to think creatively
The ability to express differentiated opinions clearly and forcefully, supported by robust analysis
Strong client servicing and interpersonal skills
Strong writing skills
The ability to develop and discern high-quality, value-oriented investment ideas
Ability to self-motivate and work independently
Passion for combining policy and politics with investing

Education And Experience Requirements:

Four-year Bachelor’s degree required
At least two years of experience in consulting, health care, policy analysis or a related field, ideally in the healthcare sector
High academic achievement
Strong MS Excel and PowerPoint skills
Must be eligible to work in the United States without employer sponsorship

\n\n\nCapstone offers a competitive benefits package, including health, vision, dental insurance, paid vacation, travel stipend and 401(k). The expected compensation for this role will be $75,000-$90,000 per annum with eligibility in Capstone's annual bonus pool. \n \nThis position is based in our Washington, DC office. Capstone is in-person Monday thru Thursday with flexible work from home Fridays. \n\n

","hiringOrganization":{"@type":"Organization","name":"Capstone","sameAs":"https://capstonedc.com/"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"Washington, DC, US","addressCountry":"United States","addressRegion":"North America"}}}},{"@type":"ListItem","position":25,"item":{"@type":"JobPosting","title":"Investment Analyst","datePosted":"2025-09-10","description":"

Hybrid: Upon agreement between you and your supervisor, you are entitled to a flexible arrangement where you will be able to split your time between working from the office and working remotely in Boston / New England area.

Purpose And Scope:

The investment analyst responsibilities will include deal flow screening, investment-target due diligence, and post-investment portfolio management.

Principal Duties And Responsibilities:

Deal Flow

Participate in introductory deal-flow meetings and calls.
Track and prioritize potential investment pipeline.

Due Diligence

Assist in the preparation of investment committee diligence deliverables.
Support a variety of decision-supporting quantitative modeling efforts, including:
Capitalization tables and exit-proceed distribution waterfalls.
Business, financial and health economics modeling.
Benchmarking comparables of M&A exits, investment valuations, clinical trials and regulatory review timelines.
Conduct multi-axis competitive landscape mapping and value-chain analysis.
Perform secondary qualitative research of markets, technology, science and therapeutic standards of care.
Track portfolio company milestones and cash runways, analyze budgeted versus actual cash burn.

Post-Investment Portfolio Management

Support Optimization Of Portfolio Performance:
Assist in analysis of- and preparation for- follow-on financing rounds.
Stay current on industry trends and emerging technologies in markets that are strategic to Fresenius and its portfolio.
Prepare periodic corporate reporting packages, and maintain ongoing portfolio, pipeline and project updates for internal stakeholders.

Other

Review and comply with the Code of Business Conduct and all applicable company policies and procedures, local, state and federal laws and regulations.
Assist with various projects as assigned by a direct supervisor.
Other duties as assigned.

Additional responsibilities may include focus on one or more departments or locations. See applicable addendum for department or location specific functions.

Physical Demands And Working Conditions:

The physical demands and work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Travel up to 25%, may require international travel

Supervision:

None.

Education:

Bachelor's Degree required, preferably in disciplines such as Business, Finance, Data Analytics or STEM.

Experience And Required Skills:

2 - 5+ years' related experience.
A minimum of 2 years' experience in life sciences venture capital, investment banking or corporate development.
Knowledgeable in venture capital terminology, investment process, transaction structuring and documentation.
Proficient in business modeling and forecasting, financial analysis and benchmarking.
Experience in mining a variety of online resources, such as EDGAR, FDA device and drug databases, NCBI and PitchBook.
Advanced skills with MS Office (Excel, Word, PowerPoint).
Superior written and oral communication skills.
A team player, with an insatiable curiosity, the ability to scale steep learning curves on a short clock, a ˜can do' attitude, the self-confidence to work independently, and the ability to perform in an environment of ambiguity and imperfect information.

EO/AA Employer: Minorities/Females/Veterans/Disability/Sexual Orientation/Gender Identity

Fresenius Medical Care North America maintains a drug-free workplace in accordance with applicable federal and state laws.

EOE, disability/veterans","hiringOrganization":{"@type":"Organization","name":"Fresenius Group","sameAs":"https://www.fresenius.com/"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"Lexington, MA, United States","addressCountry":"United States","addressRegion":"North America"}}}},{"@type":"ListItem","position":26,"item":{"@type":"JobPosting","title":"Investment Analyst","datePosted":"2025-09-10","description":"

At Barings, we are as invested in our associates as we are in our clients. We recognize those who work diligently for us and reward them for personal and professional integrity, communication skills, distinct competencies and expertise in specific strategies, ability to collaborate as a team member and true dedication to the interests of our clients.

We thank you for your interest in joining the Barings team, and invite you to explore our current employment opportunities.

Job Title: Investment Analyst
Business Unit: Korean Equities
Location: Seoul, Korea

Barings is a leading global financial services firm dedicated to meeting the evolving investment and capital needs of our clients and customers. Through active asset management and direct origination, we provide innovative solutions and access to differentiated opportunities across public and private capital markets. A subsidiary of MassMutual, Barings maintains a strong global presence with business and investment professionals located across North America, Europe, and Asia Pacific.

Job Summary

We are seeking an Investment Analyst to join in our Korean Equities team in Seoul, South Korea to be responsible for high quality, insightful and bottom-up research analysis on Korean equities.

Primary Responsibilities

Conduct bottom-up research analysis on Korean equities and perform financial modelling on assigned stocks.
Perform in-depth research on a range of industries and markets.
Attend clients’ meetings, brokers’ conferences and various investment meetings.
Quantitative and qualitative research analysis based on interviews, company visits and evaluation of questions.
Actively generate actionable investment ideas and views with high conviction.
Maintain a full understanding of and comply with all regulatory, legal, corporate and client mandate requirements. Ensure it is incorporated into the investment recommendations.
Provide all relevant investment literature and written reports in high quality within deadline
Assist with the responses to specific product proposals

Qualifications

Degree holder in business / finance discipline with strong academic background.
Intermediate level of English
CFA qualification is desirable
Over 10 years of research experience in covering Korean equities or equivalent experience
Experience in covering specific sector or Various sectors
Able to undertake in-depth research independently and sound analytical and stock picking skills
Solid modelling skills and thorough understanding of the principles of stock valuation and what creates value for shareholders
Strong business acumen and understand intuitively what makes businesses thrive or fail
Ability to work under pressure and tight deadlines
Smart and a Self-motivated, with a commitment to succeed
Strong communication and presentation skills (both verbal and written)
Ability to work independently and can be a team player
Confident in working within a flat structure and a mixture of Asia/western-culture environment

Requisite Skills

Additional Skills

Barings is an Equal Employment Opportunity employer; Minority/Female/Age/Sexual Orientation/Gender Identity/Individual with Disability/Protected Veteran. We welcome all persons to apply.

","hiringOrganization":{"@type":"Organization","name":"Barings","sameAs":"https://www.barings.com/"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"KR - SEOUL - 29 EULJI-RO, Korea, Republic of","addressCountry":"South Korea","addressRegion":"Asia/Pacific"}}}},{"@type":"ListItem","position":27,"item":{"@type":"JobPosting","title":"Investment Analyst Internship 2025-2026","datePosted":"2025-09-10","description":"

At Orbis we take a different approach:

We believe investing should be accessible to all, from big private or institutional investors to everyday investors whose wealth and financial freedom we hope to build.
We are privately owned, so that there is no short-term shareholder pressure and we can make sure we always do the right thing for clients’ long-term interest.
We are willing to go against the herd in our investment decisions, looking for hidden and missed value and having the conviction of applying our strategy rigorously and consistently over time.

We believe it is the things we do differently that make the difference: our flagship global strategy has outperformed its benchmark by an average of 4.0% per year over 35 years.

The same applies to our recruitment decisions. We are looking for exceptional people with a combination of intellectual curiosity, strong analytical skills, outstanding judgement, and a track record of excellence and growth whatever their chosen field. Finance or investing experience isn’t necessary to be successful with us!

As an Investment Analyst at Orbis, you will have the opportunity to develop your stock picking skills in an inclusive work environment. Career development opportunities will depend on your individual talent, progression, and interests.

Why Orbis?

Culture. We are committed to our Core Values. We encourage intellectual curiosity and individualism as well as collaboration across different areas of the business. We seek to hear our people’s voices – whether quiet or loud. Sharing ideas and challenging the status quo are commonplace.
Autonomy. While guidance and support are provided, team members own their work and projects.
Growth opportunities. We support our people in continuous learning and development.
Agile environment. We are committed to providing our people with a work environment that balances their personal needs, commitments, and interests with the needs of their team and the needs of our clients.
Philanthropy. Our people can contribute to society in a unique and personal way, through various philanthropy opportunities and programmes

What will your responsibilities be?

Conduct in-depth bottom-up fundamental research to evaluate investment ideas.
Articulate your views in reports and investment meetings (in both team specific and firm-wide settings).
Participate in meetings with investor relations and management teams of companies under research.
Candidates who convert to permanent positions will maintain a notional paper portfolio of their best investment ideas. This will objectively measure stock picking skill and serve as a valuable development tool.

Your qualifications & experience

Excellent academic performance in any subject, for example:
First-class degree (predicted or achieved) at undergraduate level or
A 2:1 degree alongside exceptional extracurricular achievement or two or more years of full-time work experience.
Specific prior finance experience is not necessary.

Your Mindset

Outstanding personal ethics and judgement.
Intellectual curiosity and the ability to think differently from the crowd.
Strong self-motivation and ability to thrive in an unstructured environment.
Analytical Thinker.
Interest in a permanent position, following a successful internship.

Instructions For Application

To complete your application, please submit your resume, cover letter and transcripts (all post-secondary to this point; unofficial are accepted). Please also explain something that you believe to be true that most other people don’t (maximum 500 words).

The application deadline is Tuesday 14 October at 17:30 BST

The Company

We are a global firm with offices across eight countries, over 400 employees and close to $47 billion in assets under management. But those numbers don’t define Orbis. It’s our values, how we do things day-by-day, and how we add value for our clients that define us. Our investment philosophy is fundamental, long-term and contrarian. As contrarian investors, we aim to take a different perspective, and this filters into everything we do. To invest differently, you need to think differently. This is encouraged by having teams of people with different backgrounds, experiences, and ways of thinking.

Www.Orbis.Com/Careers

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At T. Rowe Price, we identify and actively invest in opportunities to help people thrive in an evolving world. As a premier global asset management organization with more than 85 years of experience, we provide investment solutions and a broad range of equity, fixed income, and multi-asset capabilities to individuals, advisors, institutions, and retirement plan sponsors. We take an active, independent approach to investing, offering our dynamic perspective and meaningful partnership so our clients can feel more confident.

We believe doing the right thing for our clients and our associates is good business. With a career at the firm, you can expect opportunities to create real impact at work and in your community. You’ll enjoy resources to support your career path, as well as compensation, benefits, and flexibility to enrich your life. Here, you’ll find a collaborative culture that respects and values differences and colleagues who share a spirit of generosity.

Join us for the opportunity to grow and make a difference in ways that matter to you.

Role Summary

Perform fundamental analysis of the Industrial sector to identify the key trends and the best-positioned companies. Conducts interviews of company personnel on all levels, their competitors, suppliers, etc., as well as industry experts and Wall Street analysts; and communicates recommendations within the firm.

Responsibilities

Conducts primary research on companies and industry by researching, reading financial statements and market data, interviewing management team meetings, and visiting companies to gain a deep understanding companies within the sector. This due diligence will help support an Analyst’s recommendations for buying/selling specific stocks.
Makes recommendations to Portfolio Managers to buy/sell specific stocks that the Analyst feels will positively impact the performance of the portfolio. This requires good judgment on the part of the Analyst.
Positions ideas and convinces Portfolio Managers to act on a recommendation to buy/sell a stock. This requires the Analyst to articulate to the Portfolio Manager the risk/reward payoff of the recommendation.
Effectively follows up with the Portfolio Manager once they have executed on a recommendation made by the Analyst. This requires the Analyst to provide constant feedback on all meaningful changes in the “story” of the stock to the Portfolio Manager to ensure they have adequate information to make future decisions on the stock.

Qualifications

Required:

At least 5+ years of experience investing in Industrials sector
Academic excellence
Passion for investing
Level of maturity and judgment which gives confidence in stressful situations
Competitive nature
Strong interest in stocks
Strong quantitative skills
Strong writing skills

Preferred:

Ability to evaluate and cover both public and private companies preferred

Finra Requirements

FINRA licenses are not required and will not be supported for this role.

Work Flexibility

This role is eligible for hybrid work, with up to one day per week from home.

Base Salary Ranges

Please review the job posting for the location of this specific opportunity.

$175,000.00-$275,000.00 for the location of: Maryland, Colorado, Washington and remote workers
$175,000.00-$275,000.00 for the location of: Washington, D.C.
$175,000.00-$275,000.00 for the location of: New York, California

Placement within the range provided above is based on the individual’s relevant experience and skills for the role. Base salary is only one component of our total compensation package. Employees may be eligible for a discretionary bonus, which is determined upon company and individual performance.

Commitment to Diversity, Equity, and Inclusion

At T. Rowe Price, our associates are our greatest asset. We thrive because our company culture is built on inclusion and because we sustain a work environment where associates can bring their best selves to work every day. The backgrounds, talents, and experiences of our global associates allow us to embrace new ideas and perspectives that move our business priorities forward and enable us to deliver strong client outcomes. Here, you can expect equal opportunity and fair and consistent treatment for all.

Benefits

We value your goals and needs, at work and in life. As an associate, you’ll be supported with resources, benefits, and work-life balance so you can thrive in ways that matter to you.

Featured employee benefits to enrich your life:

Competitive Compensation
Annual Bonus Eligibility
A generous retirement plan
Hybrid Work Schedule
Health and wellness benefits, including online therapy
Paid time off for vacation, illness, medical appointments, and volunteering days
Family care resources, including fertility and adoption benefits

Learn more about our benefits.

T. Rowe Price Is An Equal Opportunity Employer And Values Diversity Of Thought, Gender, And Race. We Believe Our Continued Success Depends Upon The Equal Treatment Of All Associates And Applicants For Employment Without Discrimination On The Basis Of Race, Religion, Creed, Color, National Origin, Sex, Gender, Age, Mental Or Physical Disability, Marital Status, Sexual Orientation, Gender Identity Or Expression, Citizenship Status, Military Or Veteran Status, Pregnancy, Or Any Other Classification Protected By Country, Federal, State, Or Local Law.

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Job Details

Level ExperiencedJob Location Atlanta Office - Atlanta, GAPosition Type Full TimeEducation Level 4 Year Degree

Description

About Cresset

Cresset is a firm built by clients, for clients. As an independent, award-winning multi-family office and private investment firm, we are reimagining the way wealth is experienced. Our purpose is to help ensure that both wealth and life are fully optimized—integrated, intentional, and aligned with each client’s vision of success.

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We provide access to the caliber of talent, ideas, and investment opportunities typically available to the largest single-family offices and institutions. Our approach is personalized, entrepreneurial, and client-first.

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Proudly owned by our clients and employees, Cresset was built to endure. We are creating a 100+ year firm—one focused on delivering an exceptional experience, not only for the families we serve but for the team that serves them. Recognized by Barron’s and Forbes among the nation’s top RIA firms, and as one of the industry’s best places to work,* Cresset is guided by long-term relationships, shared success, and a belief that wealth should serve a life well lived.

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Cresset is seeking an Investment Analyst to join Cresset’s Wealth Advisory team. The Investment Analyst will provide comprehensive support to our high net worth clients by working closely with experienced Wealth Advisors. A successful candidate will be entrepreneurial, able to operate both independently and collaboratively, and support the day-to-day operations of client relationships. This role is ideal for those who wish to develop client advisory skills under the guidance and mentorship of an experienced Wealth Advisory team.

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Primary Responsibilities:

Portfolio Management\n\n
Financial Planning \n\n
Operations\n\n
Review client portfolios and assist Advisors with the development, presentation, and implementation of investment recommendations to clients, including portfolio construction, proposals, rebalancing, phase-in planning, and quarterly performance reviews
Collaborate with the National Investments Team to apply the firm's best thinking to client portfolios while considering client-specific needs regarding cash flow, taxation, liquidity, risk, and other considerations
Assist with the implementation of client portfolio trades, including execution, margin maintenance, and settlement
Develop and maintain investment policy statements (IPS)
Oversee the production and maintenance of net worth statements, financial plans, and cash flow projections
Where appropriate, attend prospect and client meetings to gather information to create financial plans and investment strategies
Learn and understand current wealth planning trends, legislative developments, and techniques; partner with the Wealth Strategy team to enhance client planning
Coordinate with the Client Associate to ensure tasks and requests are handled, including new client onboarding, account maintenance, new investments, redemptions, transfers, and money movement requests
Document client notes, investment changes, and activities in Salesforce
Review clients’ quarterly performance reports and collaborate with Reporting to identify and resolve issues
Prepare client meeting materials; may attend client and/or prospect meetings
Manage completion of deliverables from start to finish with the Client Associate and/or various internal and external parties as needed

Qualifications

Qualifications:

Bachelor’s Degree required; strong preference given to CFA® or CFP® professionals or those on track to earn any of these designations
Previous work / internship experience in financial services required; 1-3 years experience preferred
Series 65 license or equivalent required; unlicensed candidates required to obtain the license within 120 calendar days of employment
Strong initiative and problem-solving ability with a creative, innovative, and tenacious approach to challenges
Adaptable and flexible, thriving in dynamic, fast-paced environments while maintaining a strong sense of urgency
Excellent written and verbal communication skills with a keen attention to detail for accuracy and thoroughness
Proven ability to work independently with limited guidance and think strategically, while also collaborating effectively in team settings
Strong organizational skills with the ability to prioritize and manage multiple tasks simultaneously
Ability to evaluate, prioritize, and meet deadlines while ensuring high-quality results
Proactively approach problems, demonstrating solid decision-making and a learning mindset for continuous improvement
Coachable, with a strong willingness to learn and grow in compliance with SEC and company-required rules and regulations
Proven ability to establish and maintain positive working relationships with clients, peers, CPAs, attorneys, and other professionals
Discretion in handling confidential information, upholding the highest level of client service, ethics, and integrity; with willingness to learn and comply with SEC and other company required rules and regulations
Proficient in Microsoft Office Suite; familiarity with eMoney, Salesforce, Addepar, and custodial platforms is a plus
Entrepreneurial spirit with a drive to take initiative and contribute meaningfully to the team

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What We Offer:

At Cresset, we focus on people first. As a service business, our people are our assets. Engaging our clients and employees is our highest priority. Salary will be based on factors including, but not limited to, experience, licenses/certifications, industry knowledge, and geographic location. Cresset offers a competitive compensation package including an annual incentive and a benefits package to all full-time employees including medical, dental, vision, life insurance, 401(k) retirement plan, health savings accounts, short and long-term disability insurance, voluntary critical and accident insurance, and pre-tax parking and transportation programs.

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Equal Employment Opportunity

It is the policy of Cresset to ensure equal employment opportunity (EEO) for all employees and applicants for employment without regard to race, color, religion, sex, pregnancy (including childbirth, lactation, or related conditions), national origin or ancestry, age, disability, veteran status, uniformed servicemember status, sexual orientation, gender identity, status as a parent, genetic information (including testing and characteristics), or any other characteristic protected by applicable federal, state, or local law. It is Cresset’s policy to comply with applicable laws concerning the employment of persons with disabilities, including reasonable accommodation for applicants and employees with disabilities.

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*Disclosures related to awards, recognitions, and rankings available here.

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Cresset refers to Cresset Capital Management, and all its respective subsidiaries and affiliates. Cresset Asset Management, LLC, also conducts advisory business under the names of Cresset Sports & Entertainment, CH Investment Partners, and Cresset Capital. Cresset provides investment advisory, family office, and other services to individuals, families, and institutional clients. Cresset also provides investment advisory services to investment vehicles investing in private equity, real estate, and other investment opportunities. Cresset Asset Management, LLC is an SEC registered investment advisor. SEC registration does not imply any specific level of skill or training.

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Job Classification:

Investment Management - Investments

PGIM: 2026 Fixed Income, Summer Investment Analyst Program (Portfolio Analysis Group)

Location(S):

Newark, Nj (Hybrid)

PGIM is the diversified asset management business of Prudential Financial, Inc. (NYSE: PRU). With $1.3 trillion in assets under management, and 41 offices spanning 20 countries, PGIM is among the world’s leading asset managers. Comprised of seven self-governing asset management divisions, PGIM offers a distinct workplace culture that aligns with the firm’s ultimate objective: to provide premier service to our clients while fostering an inclusive workplace culture that is rooted in trust, respect, and equality. PGIM was ranked #3 in Pensions & Investments Best Places to Work in Money Management in 2023.

PGIM Fixed Income falls under PGIM, which is the asset management arm of Prudential Financial. PGIM Fixed Income is a global asset manager offering active solutions across all fixed income markets. The company has offices in Newark, NJ, London, Amsterdam, Paris, Sydney, Singapore, Munich, Zurich, Hong Kong, and Tokyo. As of March 31, 2025, the PGIM Fixed Income has $862 billion of assets under management including $429 billion in institutional assets, $196 billion in retail assets, and $237 billion in proprietary assets. Over 1100 institutional clients have entrusted PGIM Fixed Income with their assets

Timeline:

Program Dates: Monday, June 1st, 2026 – Friday, August 7th, 2026

Application Deadline: Friday, October 10th, 2025 (We review applications on a rolling basis and reserve the right to close earlier based on volume or role availability.)

What You Can Expect:

You will be empowered to contribute in a meaningful way, add new value to organization initiatives and effect change. During your 10-week summer internship within our Portfolio Analysis Group (PAG), you’ll be assigned impactful day-to-day work and projects. Examples of work our PAG Analysts focus on include:

The Analyst in the Portfolio Analysis Group (PAG) evaluates portfolio positioning with respect to risk exposures and alpha objectives, provides portfolio construction and alignment insight, and analyzes performance drivers across a multitude of investment products and processes to deliver performance attribution.
Utilizing a variety of analytical tools, the analyst integrates specific client guidelines, objectives, and risk tolerances into the firm’s investment process to ensure complete portfolio management and analytics are in place.
The analyst collaborates and works closely with other teams, including Senior PAG Analysts, Portfolio Managers, Traders, Risk Managers, the Quantitative Team, Credit Research, Client Advisory, and Sales and Marketing to ensure the Portfolio Management team has the tools and technology required to effectively manage portfolios.
The analyst also navigates multiple ad hoc requests and projects that relate to market or portfolio analytics received from all parts of the larger Fixed Income Organization. The analyst partners closely with peers throughout Fixed income to build organizational capabilities.

What You’Ll Need:

Candidates must be enrolled in an accredited bachelor’s program or 5th year master’s program graduating between December 2026 and May 2027
Minimum 3.0 Gpa
Prudential does not provide visa sponsorship for this position. Successful candidates must possess the requisite US employment authorization to be eligible for consideration
Experience with Microsoft Office Suite (Excel, Word, PowerPoint, etc.)

It’d be a plus if you had:

Preferred Majors:

Operations Research, Information/Financial Engineering, Mathematics, Statistics, Finance, or Economics, but all majors considered
Experience with Bloomberg, and other technical data analysis/modeling tools desirable
Here’s what to expect when you apply:

Submit your application | Apply to up to three roles that best match your interests and skills.

Complete a first round video interview | If selected, you’ll be invited to record responses to a few interview questions. This helps our teams get to know you better and allows you to share your story on your own time.

Join us for final round interviews | If you advance, you’ll be invited to meet with our team—either virtually or in person—to learn more about our business, culture, and role.

Note: The hourly rate for this role is $35.00. Roles may also be eligible for additional compensation and/or benefits.

Prudential Financial, Inc. of the United States is not affiliated with Prudential plc. which is headquartered in the United Kingdom.

Prudential is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, ancestry, sex, sexual orientation, gender identity, national origin, genetics, disability, marital status, age, veteran status, domestic partner status, medical condition or any other characteristic protected by law.

If you need an accommodation to complete the application process, please email accommodations.hw@prudential.com.

If you are experiencing a technical issue with your application or an assessment, please email careers.technicalsupport@prudential.com to request assistance.

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This position will be hired on a SuccessFlex basis.

The hired associate must reside within 35 miles of the following location:

Columbus: One Nationwide Plaza, Columbus OH, 43215

Work schedule: 3 days in office, 2 days remote.

This role does not qualify for employer sponsored work authorization. Nationwide does not participate in the STEM OPT extension program.

#Li-Ss1

Job Description Summary

Nationwide’s industry leading workforce is passionate about creating data and business intelligence solutions that are secure, reliable, accessible, and efficient in support of our mission to provide extraordinary care. Nationwide embraces an agile work environment and collaborative culture through the understanding of business processes, relationship entities and requirements using data analysis, quality, visualization, governance, engineering, robotic process automation, and machine learning to produce targeted data solutions. If you have the drive and desire to be part of a future forward data enabled culture, we want to hear from you.

As an Investment Data Management professional, you will serve as the primary liaison between the business and Technology, developing and driving data and analytic strategies and solutions to deliver prioritized business capabilities. You will be responsible for creating and maintaining the vision for the data ecosystem, with focus on improving efficiency, effectiveness, and quality of data-driven business processes and decisions. Your role provides business-minded thought leadership throughout all phases of data development, including intake, work initiation, requirement gathering and iteration planning and project estimations. You will serve as the data-related voice of the customer in translating functional data and analytic requirements into solutions for consumption and use by the respective business area, managing communications between Technology and business, resolving blockers/questions/support needs, conducting/coordinating User Acceptance Testing (UAT) and approving releases. You will evaluate potential data impacts, coordinate with stakeholders, and serve as steward for data governance, access rights/audits and defect resolution.

Job Description

Key Responsibilities:

Identifies, executes, and communicates data strategy opportunities, defining long-term goals and key performance indicators to further a data-driven culture in support of business priorities.
Consults and provides direction on acquisition, curation, and consumption of data for analytical and operational uses, producing data source documentation and assisting with development and maintenance of reference data and mastering rules to ensure a single version of the truth across all data consumers.
Collaborates on mapping the end-to-end flow of data and the business processes and/or technical interfaces which would be created or impacted and recommends solutions/adaptations.
Develops collaborative relationships with business, Technology, and vendor partners, communicating data impacts and promoting transparency around data issue identification and resolution.
Prompts data, reporting and analytic requirements from business requestors to generate solutions.
Participates in planning and execution of UAT, triage issues and works with development team on remediation approach to ensure data integrity.
Performs data management activities, including classifying information into logical categories, generating data lineage, developing data quality and transformation rules, conducting complex data profiling, implementing data monitoring techniques using standardized tools, reviewing daily exceptions, reloading data, and applying data overrides as necessary.
Uses moderate to complex visualization techniques and skills to present data in support of business needs.
Enforces data governance structure, standards, and procedures to ensure data is well-defined, consistent, accurate, accessible, and secure.
Governs all data access requests and has final right of refusal for accesses.
Demonstrates knowledge and understanding of investment asset classes, and those data elements most critical to support business processes.
Integrates emerging data and analytic trends, competitive research, and industry best practices into Nationwide.

May perform other responsibilities as assigned.

Reporting Relationships: Reports to AVP or Data Leader

Typical Skills And Experiences:

Education: Undergraduate studies in computer science, management information systems, business, statistics, math, a related field or comparable experience and education strongly preferred. Graduate studies in business, statistics, math, computer science or a related field are a plus.

License/Certification/Designation: Certifications are not required but encouraged.

Experience: 6-10 years of relevant experience with data management organization/standards or practices. Experience engaging business leaders, data architects and external consultants to identify and fill gaps in data and analytics environment. Proficient in data acquisition, data wrangling and/or data visualization techniques and tools (i.e., SQL, R, Python, Tableau, Power BI, etc.), and cloud technologies – Azure and AWS (i.e., Redshift, S3, EC2, etc.). Experience in statistical analysis, interpreting results in determining data quality and fit for purpose. Insurance/financial services industry knowledge a plus.

Knowledge, Abilities And Skills:

Data application and practices knowledge, with expertise using SQL to perform data analysis (experience in Snowflake and Databricks preferred)
Sound decision making and strong analytical skills with high attention to detail and accuracy
Exhibits interpersonal skills and effective written and oral communication
Ability to work independently and as part of a team
Ability to effectively adapt to rapidly changing technology and apply it to business needs
Demonstrated expertise in building relationships, facilitating meetings, influencing others, and setting priorities

Other criteria, including leadership skills, competencies and experiences may take precedence.

Staffing exceptions to the above must be approved by the hiring manager’s leader and HR Business Partner.

Values: Regularly and consistently demonstrates Nationwide Values

Job Conditions:

Overtime Eligibility: Not Eligible (Exempt)

Working Conditions: Normal office environment.

ADA: The above statements cover what are generally believed to be principal and essential functions of this job. Specific circumstances may allow or require some people assigned to the job to perform a somewhat different combination of duties.

Benefits

We have an array of benefits to fit your needs, including: medical/dental/vision, life insurance, short and long term disability coverage, paid time off with newly hired associates receiving a minimum of 18 days paid time off each full calendar year pro-rated quarterly based on hire date, nine paid holidays, 8 hours of Lifetime paid time off, 8 hours of Unity Day paid time off, 401(k) with company match, company-paid pension plan, business casual attire, and more. To learn more about the benefits we offer, click here.

Nationwide is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive culture where everyone feels challenged, appreciated, respected and engaged. Nationwide prohibits discrimination and harassment and affords equal employment opportunities to employees and applicants without regard to any characteristic (or classification) protected by applicable law.

Note To Employment Agencies:

We value the partnerships we have built with our preferred vendors. Nationwide does not accept unsolicited resumes from employment agencies. All resumes submitted by employment agencies directly to any Nationwide employee or hiring manager in any form without a signed Nationwide Client Services Agreement on file and search engagement for that position will be deemed unsolicited in nature. No fee will be paid in the event the candidate is subsequently hired as a result of the referral or through other means.

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Become the newest member of our exciting team at SROA Capital as we redefine self-storage!

At SROA, we offer a career and opportunity to grow. We strongly believe in growing our talent and promoting within. We are proud to be honored as one of the TOP WORKPLACES of South Florida by the Sun Sentinel two years in a row.

SROA Capital is a vertically integrated private equity real estate and technology platform that has evolved into a global asset manager with a successful track record of providing risk adjusted returns to its partners through its focused strategy of investing in self-storage. SROA is headquartered in West Palm Beach, FL and has invested, redeveloped, and developed self storage across the risk spectrum in major and secondary markets across the United States under the brand Storage Rentals of America and the UK under the brand Kangaroo Self Storage with approximately 900 employees globally.

The Investment Analyst will work with our investment team to support the underwriting and due diligence of potential real estate transactions and contribute to strategic decision-making processes.

Duties And Responsibilities:

Underwriting Acquisition Opportunities

Assist in evaluating prospective acquisitions of properties throughout the U.S. in niche asset classes.
Analyze income statements, financial and operational reports.
Work with investment team to prepare underwriting models and investment committee memos.
Assist in building and maintaining database of potential acquisitions.

Market Research

Assess macroeconomic factors, demographic trends and local market dynamics to forecast real estate market conditions and identify emerging investment opportunities.
Analyze property performance metrics, including occupancy rates, expenses and market trends to assess investment viability and potential returns.
Prepare investment memos, presentations, and reports to communicate investment recommendations to senior management.
Stay informed about industry trends, regulatory changes and economic developments that may impact real estate investment strategies and portfolio performance.
Other duties and projects that support the department’s goals.

Qualifications:

Undergraduate degree in Economics, Finance, Accounting, Real Estate, Insurance, Banking, or related field.
1-2 years or more proven experience as an investment analyst or real estate analyst with a focus in commercial real estate – self storage experience a plus.
Advanced proficiency in Microsoft Suite; specifically in Excel and PowerPoint.
Strong analytical skills and proficiency in financial modeling, property valuation and investment analysis techniques.
Familiarity with real estate investment software, databases and market research tools (e.g., CoStar, ARGUS, REIS, Yardi Voyager, Sage)
Ability to collaborate effectively with cross-functional teams

Sroa Offers:

Competitive pay with bonus potential
UKG Wallet – on-demand pay option
100% paid medical coverage options for employee-only
Dental and vision plans for optimal care
Eight (8) paid holidays
Generous Paid Time Off (PTO), increasing with years of service
Paid Maternity and Parental Leave for growing families
401(k) with substantial employer match and 100% immediate vesting
Flexible Spending Accounts (FSA), Health Savings Accounts (HSA), and Dependent Care Flexible Spending Accounts (DCFSA) for tax-advantaged savings
GAP Insurance for added financial protection
Employer-paid Life Insurance and Short-Term Disability coverage
Long-Term Disability (LTD) coverage for added peace of mind
Pet insurance – because your pets are family too
Storage Discounts to help you declutter and organize
Access to Voluntary Benefits for personalized coverage
Learning and development opportunities to maximize your potential and excel in your career
A great culture that values collaboration, innovation, and inclusivity

SROA is an Equal Opportunity employer and uses the federal government E-Verify system to verify employment eligibility.

","hiringOrganization":{"@type":"Organization","name":"Storage Rentals of America","sameAs":"https://www.sroa.com/"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"West Palm Beach, Florida, United States","addressCountry":"United States","addressRegion":"North America"}}}},{"@type":"ListItem","position":33,"item":{"@type":"JobPosting","title":"Lead Multi-Asset Portfolio Investment Analyst","datePosted":"2025-09-08","description":"

Join us for the opportunity to grow and make a difference in ways that matter to you.

Role Summary

The Lead Portfolio Investment Analyst (PIA) resides within the TRPIM Investment and Trading Solutions Group and is a collaborative member of the TRPIM investment process. The primary purpose of the Lead PIA is to use their knowledge of the portfolio investment strategy and client requirements to oversee each account’s investment activities. This includes account customization, interpreting account guidelines, resolving compliance issues and overseeing performance composites. The incumbent will liaise and partner with client-facing staff to pro-actively represent portfolio strategy, model account implementation and investment related issues, as well as increase visibility of the department within the firm. Having mastered the daily workflow of a single asset class, the Lead PIA will leverage their expertise and assume additional multi-asset responsibilities.

Responsibilities

Independently assumes coverage for strategies, escalating issues as necessary with pre-established thought process for resolution. Guides junior team members on more complex modeling issues. Proactively assumes responsibility for projects that increase efficiency and promote best practice within the team, reducing risk. Most senior individual contributor with strong understanding of the portfolio modeling processes. Serves as proxy/back up to Team Lead.
Demonstrates sound judgement and problem solving to address quick strike issue containment, resolution and prevention, as well as long term technological outlook and implementation.
Manage trading and portfolio manager relationships including coordinating accurate and timely communication of changes across Trading.
Measure strategy performance and work with global trading partners to ensure seamless implementation of investment and trading strategies.
Serves as a subject matter expert on modeling when working with various functions and groups within the firm including investments, client service, and operations. May be involved in client presentations and/or due diligence meetings as necessary.
Engage in advanced project work to further the team’s research, development, and collaboration efforts.
Establishes and maintains understanding of Portfolio Manager’s investment process.
Works with traders to determine process for implementation of new accounts and consults with traders on behalf of Portfolio Managers to resolve trading issues.
Works with Compliance and Legal to clarify and resolve investment strategy issues and determine best method for tracking compliance with those requirements.
Helps facilitate and support ITS processes and procedures around new product implementation.

Qualifications

Required:

Bachelor's degree in Business, Finance, Economics, Math
Savvy use of technology in combination with a data driven mindset
Strong analytical skills and the ability to solve problems
Programming experience in R and another language (Python, C/C++)
Ability to quickly process information, draw relevant conclusions, and clearly summarize results.
Ability to determine priorities, plan, organize and follow-through on assignments
Effective written and verbal communication and organizational skills

Preferred:

Knowledge of derivatives and multiple asset classes
Understanding of ETFs and Separately Managed Accounts (SMA)
Project management experience
Experience extracting, transforming, and manipulating data, with a strong understanding of APIs (REST, SOAP), relational databases, JSON, XML
6+ Years T. Rowe Price or related experience
Complete education of advanced degree or CFA, FRM or CAIA

Finra Requirements

FINRA licenses are not required and will not be supported for this role.

Work Flexibility

This role is eligible for hybrid work, with up to one day per week from home.

Base Salary Ranges

Please review the job posting for the location of this specific opportunity.

$115,000.00-$135,000.00 for the location of: Maryland, Colorado, Washington and remote workers
$115,000.00-$135,000.00 for the location of: Washington, D.C.
$115,000.00-$135,000.00 for the location of: New York, California

Commitment to Diversity, Equity, and Inclusion

Benefits

We value your goals and needs, at work and in life. As an associate, you’ll be supported with resources, benefits, and work-life balance so you can thrive in ways that matter to you.

Featured employee benefits to enrich your life:

Competitive Compensation
Annual Bonus Eligibility
A generous retirement plan
Hybrid Work Schedule
Health and wellness benefits, including online therapy
Paid time off for vacation, illness, medical appointments, and volunteering days
Family care resources, including fertility and adoption benefits

Learn more about our benefits.

T. Rowe Price Is An Equal Opportunity Employer And Values Diversity Of Thought, Gender, And Race. We Believe Our Continued Success Depends Upon The Equal Treatment Of All Associates And Applicants For Employment Without Discrimination On The Basis Of Race, Religion, Creed, Color, National Origin, Sex, Gender, Age, Mental Or Physical Disability, Marital Status, Sexual Orientation, Gender Identity Or Expression, Citizenship Status, Military Or Veteran Status, Pregnancy, Or Any Other Classification Protected By Country, Federal, State, Or Local Law.

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About Us

American Century Investments® is a leading global asset manager with over 65 years of experience helping a broad base of clients achieve their financial goals. Our expertise spans global equities and fixed income, multi-asset strategies, ETFs, and private investments.

Privately controlled and independent, we focus solely on investment management. But there’s an unexpected side to us, too. We direct over 40% of our profits every year—more than $2 billion since 2000—to the Stowers Institute for Medical Research. Our ongoing financial support drives the Institute’s breakthrough work and mission of defeating life-threatening diseases like cancer and Alzheimer’s. So, the better we do for our clients, the more we can do for everyone.

All 1,400 of us across the globe are inspired every day by the unique difference our hard work can make in so many lives. It shows in the curiosity we bring to every initiative, the deep relationships we build with our clients, and the way we treat each other in the hallway. If you’re excited to learn more about us, we can’t wait to learn more about you.

Role Summary

American Century is seeking to hire a talented individual to participate in its Investment Analyst Summer Associate program. In this program, qualified individuals will rotate through various strategies within American Century’s Kansas City-based Value Equity and Growth Equity teams, gaining access to leading portfolio management teams and providing actionable fundamental research support to those teams in an effort to drive superior client outcomes.

This hybrid position will be based out of our Kansas City Headquarters office.

This program is for currently enrolled MBA (or equivalent) students. The deadline to apply is November 1, 2025.

How You Will Make an Impact

Research and model common stocks, presently owned and potential new investments, recommending purchases and sales. This involves reading and analyzing company financial documents or third-party reports, interviewing company management, and gaining information from other sources
Analyze industry groups or other investment themes as requested by portfolio managers
Facilitate preparation of analytical data for weekly equity investment meetings
Attend and participate in investment company presentations and weekly equity investment meetings
What You Bring to the Team (Required)
Highly curious, motivated, intelligent and self-starting, with the ability to work independently and as a teammate, able to identify priorities, plan, coordinate, and follow-through on assignments
Willing to internalize and implement American Century's differentiated investment process
Able to communicate clearly and concisely, both verbally and in written form with accuracy and attention to detail
Creative, open-minded, logical, determined, and highly ethical
Flexible and suited to covering multiple sectors
Analytical and able to perform detailed and cogent research
Demonstrates the American Century Investments Winning Behaviors: Client Focused, Courageous and Accountable, Collaborative, Curious and Adaptable, Competitively Driven

Additional Assets (Preferred)

Experience Covering Stocks
Mba Or Equivalent
Cfa

The above statements are not intended to be a complete list of all responsibilities, duties, and skills required.

What We Offer

Competitive compensation package with bonus plan
Generous PTO and competitive benefits
401k with 5% company match plus annual performance-based discretionary contribution
Tuition reimbursement, formal mentorship program, live and online learning

Learn more about our benefits and perks.

Employees are required to be in the office on a scheduled frequency. Adherence to this schedule is essential to fulfilling the expectations of the role.

American Century Investments is committed to complying with the Americans with Disabilities Act and all other applicable Equal Employment Opportunity laws and regulations. As such, American Century strives to provide a reasonable accommodation to any qualified individual under the ADA to perform essential job functions.

We encourage people of all backgrounds to join us on our mission. If you require reasonable accommodation for any aspect of the recruitment process, please send a request to HR-Talent_Acquisition@americancentury.com. All requests for accommodation will be addressed as confidentially as practicable.

American Century Investments believes all individuals are entitled to equal employment opportunity and advancement opportunities without regard to race, religious creed, color, sex, national origin, ancestry, physical disability, mental disability, medical condition, genetic information, marital status, gender, gender identity, gender expression, age for individuals forty years of age and older, military and veteran status, sexual orientation, and any other basis protected by applicable federal, state and local laws. ACI does not discriminate or adopt any policy that discriminates against an individual or any group of individuals on any of these bases.

#Li-Hybrid

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The Global Investment Lab is an integral part of Citi Global Wealth investments organization, dedicated to delivering comprehensive, analytical, and highly customized investment strategies with specific actionable solutions for high-net-worth relationships. The position has a responsibility for driving results, enabling sales and enhancing the bank’s revenue generating efforts. This role will have a focus on the EMEA region.

Our holistic consultative sales process is designed to create sophisticated implementation plans drawing on the best global thinking and customizing it to the needs of the end client for their particular situation. The strategy adopted by the group is based upon strong teamwork globally and a highly supportive and inclusive attitude towards other colleagues in the GWM and across Citi.

The analyst will have the opportunity to conduct bespoke strategic and tactical asset allocation, portfolio optimization and construction, risk identification, fund and capital market strategies, and statistical modeling. It requires a unique focus on innovation as it is a cornerstone of the Global Investment Lab. The team is responsible for three key areas:

Client Analytics (provision of client-specific analytics and recommendations based upon clients' needs and portfolio holdings, covering assets and liabilities)
Product Strategy (Articulation of global and regional themes, positioning our solutions offering and strategy development)
Business Management (Identifying opportunities for CPB and our clients (segments) through analysis of the book of business, clients' portfolios and markets or product trends).

The Analyst is expected to facilitate client analyses by collaborating with the bankers and Investment Counsellors to identify issues and establish the right approach for the analysis. He/she will design custom asset allocation, know our “focus list” managers and key products, and communicate clearly to a client the GWM views and how to apply them to the client’s portfolio.

This position would suit a proactive and energetic analyst with an analytical mindset and the ability to manage his/her time around business priorities. The opportunities for skill-set growth are high because of the wide range of subjects covered.

Principal Responsibilities:

Analysis & Advice

Design customized strategic and tactical asset allocation strategies for clients’ portfolios using proprietary models and tools. Comprehensive investment strategies that may be multi-asset class or within a single asset class and can incorporate a client’s total balance sheet and cash flow needs, as per their investments goals.
Perform in-depth analysis on individual investment products, strategies, and portfolios across asset classes.
Collaborate with Bankers and Investment Counselors to develop objective, actionable proposals to clients.
Be prepared to interact with clients to present and discuss portfolio analysis and investment proposals.
Discuss and educate others – internally and externally - in work topics openly and confidently.
Consistent work towards developing innovative solutions, tools and frameworks for global Investments organization.
Position relevant GWM’s global and regional themes.

Other

Work with regional and global counterparts across the GWM and Citi as a whole for effective delivery of client solutions
Participate in the development, education and rollout of global initiatives, analytical tools and methods.
Consistently follow and support regulatory policies.

Experience And Qualifications:

Knowledge of financial markets, Modern Portfolio Theory, asset allocation, portfolio construction , & risk analytics,
Solid knowledge of Investment products across Capital Markets and Managed Investments including derivatives and alternative investments.
Familiarity with financial modelling (and statistical analysis tools.
Strong written / verbal / proposal communication skills.
Soft skills include a can-do attitude, sense of ownership and a team-player approach.
Education: BA or BSc and beyond
Strong Business English skills required

Desirable:

Any additional languages
Previous investments experience
CFA designation or progress towards CFA

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Job Family Group:

Private Client Product Services

------------------------------------------------------

Job Family:

Investment Analytics

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Time Type:

Full time

------------------------------------------------------

Most Relevant Skills

Please see the requirements listed above.

------------------------------------------------------

Other Relevant Skills

For complementary skills, please see above and/or contact the recruiter.

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Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.

If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi.
View Citi’s EEO Policy Statement and the Know Your Rights poster.

","hiringOrganization":{"@type":"Organization","name":"Citi","sameAs":"https://www.citigroup.com/"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"QUAI DE LA POSTE 2, Switzerland","addressCountry":"Switzerland","addressRegion":"Europe"}}}},{"@type":"ListItem","position":36,"item":{"@type":"JobPosting","title":"Senior Investment Analyst - Portfolio Risk","datePosted":"2025-09-08","description":"

Careers With Impact

More than one million Australians trust HESTA with their money. HESTA is a top-performing industry super fund working for real-world impact. We use our expertise and influence to deliver strong long-term returns while accelerating our contribution to a more sustainable world.

HESTA is also an inspiring and rewarding place to work. That’s because what we do makes a difference to the lives of our members. The people who work at HESTA are not only exceptional at what they do, they’re focused on living and creating a strong organisational culture. We’re an industry super fund dedicated to the people who keep our communities going. People who provide some of the best health, education and community services in the world are HESTA members – and we are proud to serve them.

Bring your authentic and passionate self to this exceptional role #careerswithimpact

The Senior Investment Analyst – Portfolio Risk plays a key role in the Portfolio Design team by supporting the development and maintenance of high-quality risk models and analytics to monitor, stress and inform investment risk taking.

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In this role you will support the whole of fund multi-asset class ex-ante risk models, including portfolio risk mapping, stress and scenarios testing, and risk playbooks. You will maintain a comprehensive long-term risk budgeting model and assist with customised risk dashboards to succinctly convey both qualitative and quantitative risk settings for each Investment Option available to our members.

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Working with the boarder Portfolio Design team, you will have the opportunity to research volatility correlation and return distribution profiles and assist with Options specific DAA or risk overlay trades to manage near term exposure, peer and regulatory risk. You will also assist with the development of capital market assumptions, portfolio stress testing, scenario modelling, cash flow and liquidity modelling.

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About You

With strong experience in an investment risk role, you will have a working knowledge of investment risk management, especially as it relates to portfolio positioning and you will have a sound understanding of different asset classes and the influence of economic data and policies on financial markets.

Required technical skills include experience utilising analytical programs and strong experience of coding platforms such as Python, Matlab, R, Excel, Visual Basic. You will be practiced in researching, analysing and presenting investment findings and asset allocation recommendations in an engaging way (in both written and verbal formats).

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Benefits that matter and make a difference for our employees

Leave for those moments that matter, an additional 6 days of leave at the end of year, up to 6 days paid volunteer leave, gender neutral paid parental leave of 20 weeks, Gender Affirmation leave, reproductive health and wellbeing leave, Cultural and Ceremonial leave. Access your LSL after 3 years, take AL at half pay, and purchase up to 2 weeks additional leave (just to name a few!).
Your Professional development matters, up to $5k per year professional development and up to 8 days professional development leave, HESTA scholarships and free access to a range of premium learning tools.
Your health and wellbeing matters, free annual flu shots and skin checks, incredible social events throughout the year and a comprehensive employee assistance program available 24/7.
Your financial wellbeing matters, up to 15% super, financial planning support, end of year payment for all Enterprise Agreement-covered employees, incentivised Employee Referral Program and novated lease options.

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We celebrate, value and include people of all backgrounds, genders, identities, cultures and abilities. We welcome and support applications from First Nations people, physically, neuro or culturally diverse, LGBTQI+, and people of any age. We are proud to be WGEA accredited as an Employer of Choice for Gender Equity.

We want all candidates to feel safe, included and provided with the best opportunity to thrive, if you require reasonable adjustments during your application or throughout the recruitment process, please reach out to a member of the Talent team careers@hesta.com.au and we’ll call you to discuss.

Please note: Applications via recruitment agencies will not be accepted for this position

","hiringOrganization":{"@type":"Organization","name":"HESTA","sameAs":"https://www.hesta.com.au"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"Melbourne, VIC","addressCountry":"Australia","addressRegion":"Asia/Pacific"}}}},{"@type":"ListItem","position":37,"item":{"@type":"JobPosting","title":"Investment Analyst","datePosted":"2025-09-05","description":"As a team member in the Finance department at Nationwide, the opportunities are endless! You can grow and learn in diverse areas across many disciplines such as Advanced Analytics, Investments, Actuarial, Accounting, Risk Management, Critical Business Advisor, Internal Audit, and so much more. Let Nationwide help create your career journey! At Nationwide®, “on your side” goes beyond just words. Our customers are at the center of everything we do and we’re looking for associates who are passionate about delivering extraordinary care.

This position will support Nationwide’s Fixed Income trading of both Public and Private assets. Position will be responsible for ensuring transactions are booked to the appropriate accounting systems, provide wire support, data support, and researching any issues that arise.

This role will be filled in a hybrid capacity, with collaboration taking place in our Columbus, OH location. The team comes into the office 3 days a week.

This role does not qualify for employer-sponsored work authorization. Nationwide does not participate in the Stem OPT Extension program.

Job Description Summary

Nationwide’s vision is to be the most trusted, most caring and most customer-focused protection company. We exist to protect people, businesses and futures with extraordinary care. The Nationwide Investments team manages approximately $130 billion and strives to combine client focus, investment discipline and teamwork to deliver superior results.

The Fixed Income Operations - Senior Investment Analyst position is responsible for operational processes supporting portfolios managed by Nationwide Investments. The position is responsible for performing and reviewing a variety of complex operational functions with a focus on daily trade settlement, transaction processing, custodian cash and asset reconciliations for Public Fixed Income, Private Placements, Bank Loans and Commercial Mortgage Loans.

Job Description

Key Responsibilities:

Works closely with front office, operational, technology and controllership teams to support various complex operational processes in order to ensure timely, accurate and efficient flow of fixed income and/or commercial mortgage loan transactions.
Support and/or lead operational projects, process improvement opportunities, and application upgrade testing. Partner with Investments Technology on supporting tactical projects.
Experienced understanding of statutory accounting requirements including NAIC valuation and rating policy.
Focus on data quality of transaction processing and security set-up to ensure accurate data is moving within and between subsequent downstream investment systems and reporting environments.
Assist with processing core transactions in Front/Middle/Back Office Accounting systems
Assist with comprehensive reviews of open payables, open receivables, unapplied cash for assigned CUSIPs and review all trades across assigned portfolios.
Support the reconciliations of all securities held across all systems and all custody types. Resolve variances with corresponding party (internal and external).
Works with the Data Management and Reporting team on assigned reporting tasks, as well as supports the completion and maintenance of critical reporting.
Recommends changes to enhance, build or improve existing controls and procedures using Continuous Improvement methods.
Support internal/external audit engagements, regulatory inquiries, and Financial Reporting Controls.

May perform other responsibilities as assigned.

Reporting Relationships: Fixed Income Operations - Investment Professional or Senior Investment Professional

Typical Skills And Experiences:

Education: Bachelor’s Degree in Accounting, Business Administration, Finance or an equivalent field.

Experience: 4 to 7 years of experience in Investment Operations, Business Intelligence Reporting, Investment Accounting, or Financial Service industries

Knowledge, Abilities And Skills:

Distill data and information in a meaningful way
Lean in and challenge thinking
Finding opportunities to enhance knowledge and skills
Trying new things, asking questions, searching for answers, and taking in new information
Value differences and seek diverse perspectives
Intermediate understanding of Fixed Income Securities
Ability to navigate and understand differing software packages including advanced Microsoft Excel skills
Intermediate understanding of data and data flow
Conceptual understanding of end-to-end investments process flows

Other criteria, including leadership skills, competencies and experiences may take precedence.

Staffing exceptions to the above must be approved by the hiring manager’s leader and HR Business Partner.

Values: Regularly and consistently demonstrates Nationwide Values.

Job Conditions:

Overtime Eligibility: Not Eligible (Exempt)

Working Conditions: Normal office environment. Some travel may be required.

Credit Check:  Due to the fiduciary accountabilities within this job, a valid credit check and/or background check will be required as part of the selection process.

Benefits

Note To Employment Agencies:

","hiringOrganization":{"@type":"Organization","name":"Nationwide","sameAs":"https://www.nationwide.com/"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"Ohio - Columbus, One Nationwide Plaza, United States","addressCountry":"United States","addressRegion":"North America"}}}},{"@type":"ListItem","position":38,"item":{"@type":"JobPosting","title":"Investment Analyst","datePosted":"2025-09-05","description":"

Empowering Africa’S Tomorrow, Together…One Story At A Time.

With over 100 years of rich history and strongly positioned as a local bank with regional and international expertise, a career with our family offers the opportunity to be part of this exciting growth journey, to reset our future and shape our destiny as a proudly African group.

Job Summary

Provide specialist advice and support in the implementation/development of operational planning and associated service delivery processes, methods and techniques.

Job Description

Solutioning & Advisory: Provide ongoing support to senior advisors in driving business development and subsequently business targets through monitoring and identifying opportunities within the portfolio (cross selling and up-selling) | Client Engagement: On a regular basis engage with clients around current product requirements and future product requirements to ensure client expectations are met and ultimately value created for business and client | Risk and Control: Ensure that all risk and control requirements relating to the portfolio are met and/or implemented as required | : | : | : | : | :

Education

Bachelor`s Degrees and Advanced Diplomas: Business, Commerce and Management Studies (Required)

Absa Bank Limited is an equal opportunity, affirmative action employer. In compliance with the Employment Equity Act 55 of 1998, preference will be given to suitable candidates from designated groups whose appointments will contribute towards achievement of equitable demographic representation of our workforce profile and add to the diversity of the Bank.

Absa Bank Limited reserves the right not to make an appointment to the post as advertised

","hiringOrganization":{"@type":"Organization","name":"Absa Group","sameAs":"https://www.absa.africa/"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"15 Alice Lane, South Africa","addressCountry":"South Africa","addressRegion":"Africa"}}}},{"@type":"ListItem","position":39,"item":{"@type":"JobPosting","title":"Investment Analyst Intern (m/f/x)","datePosted":"2025-09-04","description":"

Welcome to Arbio – where AI meets hospitality, and every day is a step toward redefining short-term rentals across Europe.

Arbio is a fast-growing, AI-enabled hospitality company. We are redefining the short-term rental industry through technology-driven efficiency, exceptional guest experience, and scalable operations. As a team, we're shaping the future of hospitality with cutting-edge AI solutions, expanding rapidly across Europe, and building on a culture of performance and accountability. Join us as we lead the industry and create opportunities for growth, innovation, and success.

As our Investment Analyst Intern, you will have the chance to join our company just as we are moving into new international markets and growing our business significantly.

You will have an impact on:

Take day-to-day responsibility for investment opportunities including research, analysis, evaluation and reporting
Own due diligence tasks, including gathering and organizing information from various sources
Analyze financial statements and other relevant data
Lead efforts to accurately predict and evaluate future performance by developing financial models
Be responsible for the communication with our investments’ key stakeholder
Prepare documents and presentations for investment committee meetings and external stakeholders
Participate in meetings with targets and report key outcomes
Collaborate with cross-functional teams to support the acquisition process, including legal, finance, integration, and operations
Provide general support to the Acquisition Team as needed to help achieve overall goals
What you will add to our crew:

Requirements

You're enrolled in Bachelor's or Master‘s in Business, Economics, Finance, or a related subject
Initial experiences through at least one prior internship or working student job in a fast-paced environment is preferred
Previous experience in private equity, transaction advisory, due diligence support, or audit is a big plus
Ability to research and analyze information
High level of initiative and quality awareness, as well as a structured and independent way of thinking
Be comfortable communicating with stakeholders at different positions
Fluency in German (B2-C2) is mandatory

Our Current Benefits:

Work Environment & Support: Flexible working hours with a flexible work set-up combining office & remote work
Food & Beverage: Free drinks, fruit and veggie baskets, beer, and pizza after All Hands
Sport: Subsidized Urban Sports Club and Wellpass (includes: unlimited Beat81 classes, Holmes Place, Yoga studios, Boulder Halls, etc.)
Mental Well-being: Access to our mental health platform offering regular 1o1 sessions with coaches, trainers and psychologists
Traveling: Free yearly stay in one of our apartments of your choice
Tech: Possibility to choose between Windows Lenovo or Macbook
Culture: Weekly office events in our two-floor penthouse in the heart of Prenzlauer Berg, Yearly Company Offsites, regular team events, Christmas party, summer party, budget for your birthday

What joining our team means for you

You will be part of a dynamic team of top-tier professionals from every domain, all united by a relentless drive. We are dedicated to nurturing and pushing each of our team members to unleash the best version of their professional selves. We believe in a culture of trusted ownership, caring meritocracy, and constructive feedback where we elevate each other while constantly challenging the status quo. Join a dynamic, young company with an entrepreneurial culture operating at lightning speed — with eyes set on global horizons!

","hiringOrganization":{"@type":"Organization","name":"Arbio","sameAs":"https://arbio-group.com"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"Berlin, Berlin, Germany","addressCountry":"Germany","addressRegion":"Europe"}}}},{"@type":"ListItem","position":40,"item":{"@type":"JobPosting","title":"Investment Analyst, Accelerator Program 2026","datePosted":"2025-09-04","description":"

The DLP Accelerator Program features a 24 month curriculum that blends intense professional education with real world experience in a rapidly growing organization. The program is built on the principles of teaching the hard skills analysts will need to grow in their career, granting real world experience that allows the analysts to thrive in DLP’s fast paced environment, and developing leadership skills.

Serving as part of the 2026 Accelerator Program, this high potential new hire will perform the role of an Investment Analyst focused on one of several concentrations while learning the business, completing required program coursework and gaining valuable exposure to all facets of DLP Capital's operations. In the role of investment analyst, this analyst will be tasked with evaluating multi family housing opportunities in acquisitions, dispositions, and financing through the analysis of Rent Rolls, Income Statements, Discounted Cash Flow / DCF, market & submarket data, and more.

What you have already achieved: (Requirements)

Recent college graduate (within the past 2 years) with area of study in a related field - finance, business analytics, real estate preferred
Strong analytical skills
Ability to travel as needed
Strong Excel skills
Willingness to work in different roles throughout the program including remote assignments

What you are great at: (Responsibilities)

Attend company and industry events
Support Asset Management, Capital Raising, Capital Markets, Special Assets and Investor Relations teams.
Engage in significant dialogue with lending staff to assess the viability of new loans or strategies related to the renewal of existing loans, focusing on repayment terms and loan structure.
Play an active role in due diligence, coordinating with Real Estate Management and Construction teams.
Assist in updating analysis throughout the DD process; debt placement; partnership structure changes; etc.
Contribute to acquisitions, investment memos, and overviews.
Prepare cash flow analysis, financial modeling, etc. using company spreadsheets and tools.
Calculate IRRs; pro forma cash flows; multiple partner waterfalls; etc.
Conduct debt placement analysis.
Identity both areas of risk and opportunities (SWOT analysis)
Conduct multifamily analysis, including examination of rent rolls, income statements, discounted cash flow (DCF), market/submarket analysis, rental market surveys, and the evaluation of investment opportunities. Perform granular month-by-month lease-up strategy analysis.
Perform all tasks related to the Accelerator Program.
Complete Breaking Into Wall Street coursework as assigned.
Identify areas of intense concentration to be utilized during a capstone project within 1 year of start date.

What You’Re Motivated By:

Making an impact. Whether it's the residents who call our Thriving Communities home, the investors who trust us to be stewards of their capital, or the sponsors we work with to 10x their business, everything we do is about making an impact.
Challenges. You see roadblocks as opportunities and are proactive in finding solutions.
Growth. We’ve been named to the Inc. 5000 as one of the Fastest-Growing Private Companies in America for twelve consecutive years.

Who We Are

What We Do In One Sentence:

We finance the building of Thriving Communities.

Our Mission:

We are changing the nation through the building of Thriving Communities. We are the leader in funding the building of Thriving Communities centered in safe, attainable housing.

Our Purpose:

To passionately make an extraordinary impact by transforming lives and building Thriving Communities.

Our Big, Hairy, Audacious Goal (BHAG):

To positively impact and transform 10 million lives by funding the building of 5,000 Thriving Communities, becoming one of America’s 100 largest private companies.

Our Culture:

We work hard, marching towards ambitious goals driven by a purpose that’s bigger than ourselves.
We are impact-driven, seeking to make a difference not just on the affordable housing crisis but also in the lives of our employees, investors, and partners.
We are disciplined, following our exclusive Elite Execution System to develop personally and professionally.
We strive to Live Fully, finding fulfillment in all areas of our lives.

Our Core Values:

Driven For Greatness: We are driven by the pursuit of knowledge and the paramount importance of a growth mindset, cultivating greatness both personally and professionally.

Living Fully: We prioritize living fully with a dedication to achieving optimal health in all aspects of life: faith, family, friends, freedom, fun , fulfillment, fitness, and finance.

We are intentional with our time, integrating the 8fs of our life to achieve our goals & God’s goals.

Grit: We have the endurance and unshakable commitment necessary to achieve our visionary long-term goals.

Community: We elevate the greater good over individual interests, magnifying our impact and cultivating thriving relationships with investors, sponsors, residents, and our colleagues.

Authenticity: We are true to ourselves and others, steadfast in our beliefs and values. We hold ourselves and others accountable, fostering open dialogue to propel growth.

Prepared to Win: We apply discipline to our thoughts and our actions, which leads us to put forth consistent effort and commitment doing the important proactive work despite the urgent priorities we face each day. We plan to win, and are prepared for volatility and challenges.

Kingdom Impact: We share God's love and transformative power through our labor, serving everyone in God’s likeness. The world will know God more through our work and how we do it.

Twenty-Mile March: We march towards clear, well-defined goals and objectives with unwavering focus, constantly evaluating our performance and course correcting as needed.

Stewardship: We are guided by our commitments to those who trust us with their capital, their communities, and their careers.

Servant Leadership: We lead with high standards & deep devotion. We display as humble confidence as we build deep relationships and trust. We show the way through the forest, empowering growth, accountability, and a founder’s mentality, with team members regularly asking “What else can I do to achieve the desired results?”

Benefits And Perks:

Unlimited PTO, health/dental/vision/life insurance, 401(k) matching, parental leave, adoption services reimbursement/learning/educational incentives, Volunteer Time Off, well-being programs, company events, self improvement/productivity tools, & the incredible feeling of making a difference.

Equal Opportunity Employer:

DLP is a committed Equal Opportunity Employer. If you are a qualified individual with a disability and require assistance in searching for a position or submitting an application, please contact HR at hr@dlpcapital.com. Offers of employment are conditional upon satisfactory completion of pre-employment background verification (including E-Verify). California applicants can view our California Data Privacy Policy here.

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#Li-Cl1

#Li-Onsite

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We are seeking a skilled and analytical Senior Investment Analyst to support major strategic, commercial, and investment projects. The role focuses on developing reusable, user-friendly financial models and analytical tools to enhance investment decisions. You will not be involved in corporate performance reporting or financial systems planning.

Key Responsibilities:

Develop and review project cost estimates with planners using Sydney Water costing methodology.
Build and maintain structured Discounted Cash Flow (DCF) models in Excel for cost, revenue, land tax, and income tax projections.
Provide insights on key financial drivers, risks, and conduct sensitivity analysis.
Advise project managers and coordinate feedback with the project evaluation Assurance Team.
Develop costing and pricing models for Unregulated Products and Services (e.g., recycled water, renewable energy).
Contribute to improving costing, evaluation, and business case development tools.
Provide financial and commercial analysis for strategic investment decisions, including executive, board papers, and government submissions.

Experience & Skills:

Degree in Business, Economics, or Finance (CPA/CA not required).
Experience in advisory/consulting, investment banking, or large asset-intensive organisations (utilities, energy, telecommunications).
Background in financial assessments and business valuation (ideally infrastructure projects).
Strong communication skills with the ability to engage both technical and non-technical stakeholders.
Independent and proactive in managing tasks with a focus on delivering insights.

Essential Requirements:

You must be an Australian Citizen or Permanent Resident at the time of submitting your application to be considered for this role.
As part of the application process, you will be asked to undergo background checks which includes a criminal history check and a medical assessment either online or in person.
Flexibility to travel across Sydney Water sites as required.

Closing Date: 2 September 2025 11:59pm AEST.

Please advise if you require any adjustments to actively participate in the application and recruitment process. Please contact Angela.Nguyen@sydneywater.com.au for any further information.

Dive into Our Great Benefits!

Competitive Compensation: We’ll ensure that your skills and contributions are valued and rewarded appropriately.

Hybrid Work Environment: We offer a hybrid work model that balances remote work and office collaboration, supporting our team's productivity and well-being.

Continuous Professional Growth: We will invest in your career with leadership and development programs to propel your success.

24/7 Wellbeing Support: Access for you and your family to free and confidential mental health and general health support through our EAP portal.

Discounted Private Health Insurance: Unlock affordable access to top-tier health coverage with our discounted insurance plans.

Family First: Prioritise your family with up to 18 weeks of fully paid parental leave and a generous childcare allowance.

Fitness Passport: Achieve your physical fitness goals using our Fitness Passport, granting you access to a multitude of gyms and pools across NSW.

Novated Leasing: Get in the driver's seat of your financial future with our novated lease options.

Working at Sydney Water

We welcome and encourage applications from diverse backgrounds, including Aboriginal and Torres Strait Islander people, LGBTQIA+, people with disability, people with caring responsibilities, people from culturally and linguistically diverse backgrounds, and veterans.

As part of the application process, Sydney Water will be collecting your personal information to assess your suitability for the role. We will also use your personal information to establish a Live Hire talent profile in our Talent Community.

We look at our Talent Community first when new opportunities come up when you apply for a role. Your personal information will be collected in accordance with Live Hire’s Terms, Privacy Policy and Sydney Water’s Privacy Collection Statement – Job Application. Please note as part of the application process, you will be asked to undergo background checks which includes a criminal history check.

Please see the position description for the role’s full accountabilities.

Internally, this role is referred to as Investment Analyst.

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Business Unit

What The Role Entails

Key Responsibilities:

1. Conduct research on the US Enterprise Software industry to assist with formulating investment strategies, prepare detailed analyses of specific segments and companies to identify growth opportunities.
2. Support the investment process including but not limited to deal evaluation, financial and commercial due diligence, deal negotiation and execution, and post deal management.

Liaise externally and internally, especially where investment targets have synergies with and/or implications for Tencent businesses.

Who We Look For

Required Qualifications:

1. High level of integrity, dedication and motivation.
2. Bachelor’s/Master’s degree from top schools.
3. At least 2 years working experience in an Institutional Investment role.
4. Excellent communication and interpersonal skills.
5. Strong analytical skills, problem solving skills.
6. Fluent English; basic Mandarin Chinese skills preferred.

Location State(S)

US-California-Palo AltoThe expected base pay range for this position in the location(s) listed above is $108,400.00 to $203,300.00 per year. Actual pay may vary depending on job-related knowledge, skills, and experience.\nEmployees hired for this position may be eligible for a sign on payment, relocation package, and restricted stock units, which will be evaluated on a case-by-case basis.\nSubject to the terms and conditions of the plans in effect, hired applicants are also eligible for medical, dental, vision, life and disability benefits, and participation in the Company’s 401(k) plan. The Employee is also eligible for up to 15 to 25 days of vacation per year (depending on the employee’s tenure), up to 13 days of holidays throughout the calendar year, and up to 10 days of paid sick leave per year.\nYour benefits may be adjusted to reflect your location, employment status, duration of employment with the company, and position level. Benefits may also be pro-rated for those who start working during the calendar year.

Equal Employment Opportunity At Tencent

As an equal opportunity employer, we firmly believe that diverse voices fuel our innovation and allow us to better serve our users and the community. We foster an environment where every employee of Tencent feels supported and inspired to achieve individual and common goals.

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Join us for the opportunity to grow and make a difference in ways that matter to you.

Role Summary

Perform fundamental analysis of the consumer sector to identify the key trends and the best-positioned companies. Conducts interviews of company personnel on all levels, their competitors, suppliers, etc., as well as industry experts and Wall Street analysts; and communicates recommendations within the firm.

Responsibilities

Conducts primary research on companies and industry by researching, reading financial statements & market data, interviewing management team meetings and visiting companies in order to gain a deep understanding companies within the sector. This due diligence will help support an Analyst’s recommendations for buying/selling specific stocks.
Makes recommendations to Portfolio Managers to buy/sell specific stocks that the Analyst feels will positively impact the performance of the portfolio. This requires good judgment on the part of the Analyst.
Positions ideas and convinces Portfolio Managers to act on a recommendation to buy/sell a stock. This requires the Analyst to articulate to the Portfolio Manager the risk/reward payoff of the recommendation.
Effectively follows up with the Portfolio Manager once they have executed on a recommendation made by the Analyst. This requires the Analyst to provide constant feedback on all meaningful changes in the “story” of the stock to the Portfolio Manager to ensure they have adequate information to make future decisions on the stock.

Qualifications

Required:

MBA with a minimum of 3-5 years of relevant work experience OR a minimum of 7+ years relevant investment research experience
Prior primary stock coverage responsibility with a performance track record
Academic excellence
Passion for investing
Knowledge of financial markets, typically Equities
Level of maturity and judgment which gives confidence in stressful situations
Competitive nature
Strong interest in stocks
Strong quantitative skills
Strong writing skills; writing samples required

Preferred:

CFA designation

Finra Requirements

FINRA licenses are not required and will not be supported for this role.

Work Flexibility

This role is eligible for hybrid work, with up to one day per week from home.

Base Salary Ranges

Please review the job posting for the location of this specific opportunity.

Commitment to Diversity, Equity, and Inclusion

Benefits

We value your goals and needs, at work and in life. As an associate, you’ll be supported with resources, benefits, and work-life balance so you can thrive in ways that matter to you.

Featured employee benefits to enrich your life:

Competitive Compensation
Annual Bonus Eligibility
A generous retirement plan
Hybrid Work Schedule
Health and wellness benefits, including online therapy
Paid time off for vacation, illness, medical appointments, and volunteering days
Family care resources, including fertility and adoption benefits

Learn more about our benefits.

T. Rowe Price Is An Equal Opportunity Employer And Values Diversity Of Thought, Gender, And Race. We Believe Our Continued Success Depends Upon The Equal Treatment Of All Associates And Applicants For Employment Without Discrimination On The Basis Of Race, Religion, Creed, Color, National Origin, Sex, Gender, Age, Mental Or Physical Disability, Marital Status, Sexual Orientation, Gender Identity Or Expression, Citizenship Status, Military Or Veteran Status, Pregnancy, Or Any Other Classification Protected By Country, Federal, State, Or Local Law.

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Job Classification:

Investment Management - Investments

A Global Firm With A Diverse & Inclusive Culture

As the Global Asset Management business of Prudential, we’re always looking for ways to improve financial services. We’re passionate about making a meaningful impact - touching the lives of millions and solving financial challenges in an ever-changing world.

We also believe talent is key to achieving our vision and are intentional about building a culture on respect and collaboration. When you join PGIM, you’ll unlock a motivating and impactful career – all while growing your skills and advancing your profession at one of the world’s leading global asset managers!

If you’re not afraid to think differently and challenge the status quo, come and be a part of a dedicated team that’s investing in your future by shaping tomorrow today.

At PGIM, You Can!

What you will do

We are looking for an astute, determined professional like you to fulfill an Investment Analyst role within our Agency Lending business. You will assist our clients in obtaining financing for their multifamily projects through the lending programs of Fannie Mae, Freddie Mac, and FHA. You will showcase your success through collaboration, ownership and innovation. Your expertise in emerging trends and practices will evoke stimulating discussions around optimization and change to help keep our competitive edge. This rewarding opportunity will enable you to make a big impact in our organization, so if this sounds exciting, then PGIM might be the place.

This role may be based in Arlington, VA, or Chicago, IL.

What you can expect

Work as part of a Real Estate Investment team to provide in-depth analysis of real estate debt transactions for clients across a variety of capital sources including Fannie Mae, Freddie Mac, and FHA.
Provide analytical support including market research, due diligence tracking and review, cash flow modeling, property valuation, borrower credit review and preparation of loan submissions for transactions spanning various multifamily property types.
Perform Excel-based financial modeling and analysis.
Exposure to entire loan process from originations to closing.
Interact professionally both internally and externally with senior management, originators, deal managers, borrowers, brokers, and correspondents.
Provide superior analytical support to senior members of the team on a variety of ad-hoc assignments and long-term projects.
The Real Estate Investment Analyst position is typically a three-year assignment. Based on business needs, strong performance and mutual agreement, one one-year extensions may occur.

What you will bring

Bachelor's degree
Proficiency with Microsoft Office including Excel, Word, PowerPoint, and Outlook.
Strong quantitative skills and demonstrated analytical ability.
Strong organizational skills and ability to multitask in a fast-paced environment with competing priorities.
Ability to work independently and in a team-oriented, collaborative environment.
Excellent communication skills both verbally and in writing.
Outstanding attention to detail.

What will set you apart

A concentration/major in Finance and/or Real Estate.
1-3 years of prior experience in FHA, Fannie Mae and/or Freddie Mac multifamily lending and/or multifamily real estate including appraisals, equity, development, or other mortgage loan programs is preferred.

PGIM welcomes all applicants, even if you don't meet every requirement. If your skills align with the role, we encourage you to apply.

Note: Prudential is required by state specific laws to include the salary range for this role when hiring a resident in applicable locations. The salary range for this role is from $80,000 to $90,000. Specific pricing for the role may vary within the above range based on many factors including geographic location, candidate experience, and skills. Roles may also be eligible for additional compensation and/or benefits. Eligibility to participate in a discretionary annual incentive program is subject to the rules governing the program, whereby an award, if any, depends on various factors including, without limitation, individual and organizational performance.

About PGIM Real Estate

With $207.9 billion in gross assets under management and administration ($133.8 billion net),1 PGIM Real Estate provides investors and borrowers access to a range of real estate equity, real estate debt, agriculture, and impact solutions across the risk-return spectrum.

PGIM Real Estate is a business of PGIM, the global asset management business of Prudential Financial, Inc. (NYSE: PRU). PGIM Real Estate’s risk management approach, execution capabilities and industry insights are backed by a 50-year legacy of investing in commercial real estate, a 140-year history of real estate financing,2 and the local experience of professionals in 32 cities globally. Through its investment, financing, asset management, and talent management approach, PGIM Real Estate engages in practices that strive to ignite positive environmental and social impact, while pursuing activities that seek to strengthen communities around the world. For more information visit pgimrealestate.com.

What We Offer You:

Market competitive base salaries, with a yearly bonus potential at every level.
Medical, dental, vision, life insurance, disability insurance, Paid Time Off (PTO), and leave of absences, such as parental and military leave.
401(k) plan with company match (up to 4%).
Company-Funded Pension Plan.
Wellness Programs including up to $1,600 a year for reimbursement of items purchased to support personal wellbeing needs.
Work/Life Resources to help support topics such as parenting, housing, senior care, finances, pets, legal matters, education, emotional and mental health, and career development.
Education Benefit to help finance traditional college enrollment toward obtaining an approved degree and many accredited certificate programs.
Employee Stock Purchase Plan: Shares can be purchased at 85% of the lower of two prices (Beginning or End of the purchase period), after one year of service.

Eligibility to participate in a discretionary annual incentive program is subject to the rules governing the program, whereby an award, if any, depends on various factors including, without limitation, individual and organizational performance. To find out more about our Total Rewards package, visit Work Life Balance | Prudential Careers. Some of the above benefits may not apply to part-time employees scheduled to work less than 20 hours per week.

Prudential Financial, Inc. of the United States is not affiliated with Prudential plc. which is headquartered in the United Kingdom.

If you need an accommodation to complete the application process, please email accommodations.hw@prudential.com.

If you are experiencing a technical issue with your application or an assessment, please email careers.technicalsupport@prudential.com to request assistance.

Job Classification:

Investment Management - Investments

A Global Firm With A Diverse & Inclusive Culture

If you’re not afraid to think differently and challenge the status quo, come and be a part of a dedicated team that’s investing in your future by shaping tomorrow today.

At PGIM, You Can!

What you will do

This role is based in Charlotte, NC.

What you can expect

Work as part of a Real Estate Investment team to provide in-depth analysis of real estate debt transactions for clients across a variety of capital sources including Fannie Mae, Freddie Mac, and FHA.
Provide analytical support including market research, due diligence tracking and review, cash flow modeling, property valuation, borrower credit review and preparation of loan submissions for transactions spanning various multifamily property types.
Perform Excel-based financial modeling and analysis.
Exposure to entire loan process from originations to closing.
Interact professionally both internally and externally with senior management, originators, deal managers, borrowers, brokers, and correspondents.
Provide superior analytical support to senior members of the team on a variety of ad-hoc assignments and long-term projects.
The Real Estate Investment Analyst position is typically a three-year assignment. Based on business needs, strong performance and mutual agreement, one one-year extensions may occur.

What you will bring

Bachelor's degree
Proficiency with Microsoft Office including Excel, Word, PowerPoint, and Outlook.
Strong quantitative skills and demonstrated analytical ability.
Strong organizational skills and ability to multitask in a fast-paced environment with competing priorities.
Ability to work independently and in a team-oriented, collaborative environment.
Excellent communication skills both verbally and in writing.
Outstanding attention to detail.

What will set you apart

A concentration/major in Finance and/or Real Estate.
1-3 years of prior experience in FHA, Fannie Mae and/or Freddie Mac multifamily lending and/or multifamily real estate including appraisals, equity, development, or other mortgage loan programs is preferred.

PGIM welcomes all applicants, even if you don't meet every requirement. If your skills align with the role, we encourage you to apply.

About PGIM Real Estate

What We Offer You:

Market competitive base salaries, with a yearly bonus potential at every level.
Medical, dental, vision, life insurance, disability insurance, Paid Time Off (PTO), and leave of absences, such as parental and military leave.
401(k) plan with company match (up to 4%).
Company-Funded Pension Plan.
Wellness Programs including up to $1,600 a year for reimbursement of items purchased to support personal wellbeing needs.
Work/Life Resources to help support topics such as parenting, housing, senior care, finances, pets, legal matters, education, emotional and mental health, and career development.
Education Benefit to help finance traditional college enrollment toward obtaining an approved degree and many accredited certificate programs.
Employee Stock Purchase Plan: Shares can be purchased at 85% of the lower of two prices (Beginning or End of the purchase period), after one year of service.

Prudential Financial, Inc. of the United States is not affiliated with Prudential plc. which is headquartered in the United Kingdom.

If you need an accommodation to complete the application process, please email accommodations.hw@prudential.com.

If you are experiencing a technical issue with your application or an assessment, please email careers.technicalsupport@prudential.com to request assistance.

Job Classification:

Investment Management - Investments

A Global Firm With A Diverse & Inclusive Culture

If you’re not afraid to think differently and challenge the status quo, come and be a part of a dedicated team that’s investing in your future by shaping tomorrow today.

At PGIM, You Can!

What you will do

This role may be based in Arlington, VA, or Chicago, IL.

What you can expect

Work as part of a Real Estate Investment team to provide in-depth analysis of real estate debt transactions for clients across a variety of capital sources including Fannie Mae, Freddie Mac, and FHA.
Provide analytical support including market research, due diligence tracking and review, cash flow modeling, property valuation, borrower credit review and preparation of loan submissions for transactions spanning various multifamily property types.
Perform Excel-based financial modeling and analysis.
Exposure to entire loan process from originations to closing.
Interact professionally both internally and externally with senior management, originators, deal managers, borrowers, brokers, and correspondents.
Provide superior analytical support to senior members of the team on a variety of ad-hoc assignments and long-term projects.
The Real Estate Investment Analyst position is typically a three-year assignment. Based on business needs, strong performance and mutual agreement, one one-year extensions may occur.

What you will bring

Bachelor's degree
Proficiency with Microsoft Office including Excel, Word, PowerPoint, and Outlook.
Strong quantitative skills and demonstrated analytical ability.
Strong organizational skills and ability to multitask in a fast-paced environment with competing priorities.
Ability to work independently and in a team-oriented, collaborative environment.
Excellent communication skills both verbally and in writing.
Outstanding attention to detail.

What will set you apart

A concentration/major in Finance and/or Real Estate.
1-3 years of prior experience in FHA, Fannie Mae and/or Freddie Mac multifamily lending and/or multifamily real estate including appraisals, equity, development, or other mortgage loan programs is preferred.

PGIM welcomes all applicants, even if you don't meet every requirement. If your skills align with the role, we encourage you to apply.

About PGIM Real Estate

What We Offer You:

Market competitive base salaries, with a yearly bonus potential at every level.
Medical, dental, vision, life insurance, disability insurance, Paid Time Off (PTO), and leave of absences, such as parental and military leave.
401(k) plan with company match (up to 4%).
Company-Funded Pension Plan.
Wellness Programs including up to $1,600 a year for reimbursement of items purchased to support personal wellbeing needs.
Work/Life Resources to help support topics such as parenting, housing, senior care, finances, pets, legal matters, education, emotional and mental health, and career development.
Education Benefit to help finance traditional college enrollment toward obtaining an approved degree and many accredited certificate programs.
Employee Stock Purchase Plan: Shares can be purchased at 85% of the lower of two prices (Beginning or End of the purchase period), after one year of service.

Prudential Financial, Inc. of the United States is not affiliated with Prudential plc. which is headquartered in the United Kingdom.

If you need an accommodation to complete the application process, please email accommodations.hw@prudential.com.

If you are experiencing a technical issue with your application or an assessment, please email careers.technicalsupport@prudential.com to request assistance.

Job Classification:

Investment Management - Investments

A Global Firm With A Diverse & Inclusive Culture

If you’re not afraid to think differently and challenge the status quo, come and be a part of a dedicated team that’s investing in your future by shaping tomorrow today.

At PGIM, You Can!

What you will do

This role may be based in Arlington, VA, or Chicago, IL.

What you can expect

Work as part of a Real Estate Investment team to provide in-depth analysis of real estate debt transactions for clients across a variety of capital sources including Fannie Mae, Freddie Mac, and FHA.
Provide analytical support including market research, due diligence tracking and review, cash flow modeling, property valuation, borrower credit review and preparation of loan submissions for transactions spanning various multifamily property types.
Perform Excel-based financial modeling and analysis.
Exposure to entire loan process from originations to closing.
Interact professionally both internally and externally with senior management, originators, deal managers, borrowers, brokers, and correspondents.
Provide superior analytical support to senior members of the team on a variety of ad-hoc assignments and long-term projects.
The Real Estate Investment Analyst position is typically a three-year assignment. Based on business needs, strong performance and mutual agreement, one one-year extensions may occur.

What you will bring

Bachelor's degree
Proficiency with Microsoft Office including Excel, Word, PowerPoint, and Outlook.
Strong quantitative skills and demonstrated analytical ability.
Strong organizational skills and ability to multitask in a fast-paced environment with competing priorities.
Ability to work independently and in a team-oriented, collaborative environment.
Excellent communication skills both verbally and in writing.
Outstanding attention to detail.

What will set you apart

A concentration/major in Finance and/or Real Estate.
1-3 years of prior experience in FHA, Fannie Mae and/or Freddie Mac multifamily lending and/or multifamily real estate including appraisals, equity, development, or other mortgage loan programs is preferred.

PGIM welcomes all applicants, even if you don't meet every requirement. If your skills align with the role, we encourage you to apply.

About PGIM Real Estate

What We Offer You:

Market competitive base salaries, with a yearly bonus potential at every level.
Medical, dental, vision, life insurance, disability insurance, Paid Time Off (PTO), and leave of absences, such as parental and military leave.
401(k) plan with company match (up to 4%).
Company-Funded Pension Plan.
Wellness Programs including up to $1,600 a year for reimbursement of items purchased to support personal wellbeing needs.
Work/Life Resources to help support topics such as parenting, housing, senior care, finances, pets, legal matters, education, emotional and mental health, and career development.
Education Benefit to help finance traditional college enrollment toward obtaining an approved degree and many accredited certificate programs.
Employee Stock Purchase Plan: Shares can be purchased at 85% of the lower of two prices (Beginning or End of the purchase period), after one year of service.

Prudential Financial, Inc. of the United States is not affiliated with Prudential plc. which is headquartered in the United Kingdom.

If you need an accommodation to complete the application process, please email accommodations.hw@prudential.com.

If you are experiencing a technical issue with your application or an assessment, please email careers.technicalsupport@prudential.com to request assistance.

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Join us for the opportunity to grow and make a difference in ways that matter to you.

Role Summary

Perform fundamental analysis of the sector to identify the key trends and the best-positioned companies in the Healthcare sector, specifically life-sciences, tools, and med-tech industries. In addition to developing and communicating investment recommendations within the firm, the ideal candidate will provide thought-leadership about healthcare trends and mentorship to more junior members of the healthcare investment team.

Responsibilities

Conducts primary research on companies and industry by researching, reading financial statements & market data, interviewing management team meetings and visiting companies in order to gain a deep understanding companies within the sector. This due diligence will help support an Analyst’s recommendations for buying/selling specific stocks.
Makes recommendations to Portfolio Managers to buy/sell specific stocks that the Analyst feels will positively impact the performance of the portfolio. This requires good judgment on the part of the Analyst.
Positions ideas and convinces Portfolio Managers to act on a recommendation to buy/sell a stock. This requires the Analyst to articulate to the Portfolio Manager the risk/reward payoff of the recommendation.
Effectively follows up with the Portfolio Manager once they have executed on a recommendation made by the Analyst. This requires the Analyst to provide constant feedback on all meaningful changes in the “story” of the stock to the Portfolio Manager to ensure they have adequate information to make future decisions on the stock.

Qualifications

Required:

At least 7-8+ years of experience investing in Healthcare Services sector
Academic excellence
Passion for investing
Level of maturity and judgment which gives confidence in stressful situations
Competitive nature
Strong interest in stocks
Strong quantitative skills
Strong writing skills

Preferred:

Ability to evaluate and cover both public and private companies preferred

Finra Requirements

FINRA licenses are not required and will not be supported for this role.

Work Flexibility

This role is eligible for hybrid work, with up to one day per week from home.

Base Salary Ranges

Please review the job posting for the location of this specific opportunity.

Commitment to Diversity, Equity, and Inclusion

Benefits

We value your goals and needs, at work and in life. As an associate, you’ll be supported with resources, benefits, and work-life balance so you can thrive in ways that matter to you.

Featured employee benefits to enrich your life:

Competitive Compensation
Annual Bonus Eligibility
A generous retirement plan
Hybrid Work Schedule
Health and wellness benefits, including online therapy
Paid time off for vacation, illness, medical appointments, and volunteering days
Family care resources, including fertility and adoption benefits

Learn more about our benefits.

T. Rowe Price Is An Equal Opportunity Employer And Values Diversity Of Thought, Gender, And Race. We Believe Our Continued Success Depends Upon The Equal Treatment Of All Associates And Applicants For Employment Without Discrimination On The Basis Of Race, Religion, Creed, Color, National Origin, Sex, Gender, Age, Mental Or Physical Disability, Marital Status, Sexual Orientation, Gender Identity Or Expression, Citizenship Status, Military Or Veteran Status, Pregnancy, Or Any Other Classification Protected By Country, Federal, State, Or Local Law.

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Job Classification:

Investment Management - Investments

A Global Firm With A Diverse & Inclusive Culture

If you’re not afraid to think differently and challenge the status quo, come and be a part of a dedicated team that’s investing in your future by shaping tomorrow today.

At PGIM, You Can!

What you will do

This role is based in Charlotte, NC.

What you can expect

Work as part of a Real Estate Investment team to provide in-depth analysis of real estate debt transactions for clients across a variety of capital sources including Fannie Mae, Freddie Mac, and FHA.
Provide analytical support including market research, due diligence tracking and review, cash flow modeling, property valuation, borrower credit review and preparation of loan submissions for transactions spanning various multifamily property types.
Perform Excel-based financial modeling and analysis.
Exposure to entire loan process from originations to closing.
Interact professionally both internally and externally with senior management, originators, deal managers, borrowers, brokers, and correspondents.
Provide superior analytical support to senior members of the team on a variety of ad-hoc assignments and long-term projects.
The Real Estate Investment Analyst position is typically a three-year assignment. Based on business needs, strong performance and mutual agreement, one one-year extensions may occur.

What you will bring

Bachelor's degree
Proficiency with Microsoft Office including Excel, Word, PowerPoint, and Outlook.
Strong quantitative skills and demonstrated analytical ability.
Strong organizational skills and ability to multitask in a fast-paced environment with competing priorities.
Ability to work independently and in a team-oriented, collaborative environment.
Excellent communication skills both verbally and in writing.
Outstanding attention to detail.

What will set you apart

A concentration/major in Finance and/or Real Estate.
1-3 years of prior experience in FHA, Fannie Mae and/or Freddie Mac multifamily lending and/or multifamily real estate including appraisals, equity, development, or other mortgage loan programs is preferred.

PGIM welcomes all applicants, even if you don't meet every requirement. If your skills align with the role, we encourage you to apply.

About PGIM Real Estate

What We Offer You:

Market competitive base salaries, with a yearly bonus potential at every level.
Medical, dental, vision, life insurance, disability insurance, Paid Time Off (PTO), and leave of absences, such as parental and military leave.
401(k) plan with company match (up to 4%).
Company-Funded Pension Plan.
Wellness Programs including up to $1,600 a year for reimbursement of items purchased to support personal wellbeing needs.
Work/Life Resources to help support topics such as parenting, housing, senior care, finances, pets, legal matters, education, emotional and mental health, and career development.
Education Benefit to help finance traditional college enrollment toward obtaining an approved degree and many accredited certificate programs.
Employee Stock Purchase Plan: Shares can be purchased at 85% of the lower of two prices (Beginning or End of the purchase period), after one year of service.

Prudential Financial, Inc. of the United States is not affiliated with Prudential plc. which is headquartered in the United Kingdom.

If you need an accommodation to complete the application process, please email accommodations.hw@prudential.com.

If you are experiencing a technical issue with your application or an assessment, please email careers.technicalsupport@prudential.com to request assistance.

","hiringOrganization":{"@type":"Organization","name":"PGIM","sameAs":"https://www.pgim.com/"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"6805 Carnegie Blvd., Charlotte, NC, United States","addressCountry":"United States","addressRegion":"North America"}}}},{"@type":"ListItem","position":50,"item":{"@type":"JobPosting","title":"Investment Analyst II","datePosted":"2025-09-03","description":"

The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status.

Need Help?

If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response).

Regular Or Temporary:

Regular

Language Fluency: English (Required)

Work Shift:

1st shift (United States of America)

Please Review The Following Job Description:

The Investment Analyst (IA) is responsible for working with Investment Managers and the Investment Advisory Group (IAG) to assist in the delivery of Investment Management Services to clients in Truist Wealth who generally have $5mm+ in AUM. The Investment Analyst will typically work with a minimum of 2 Investment Managers to manage a client base of approximately 100-150 relationships with assets under management averaging $1 - $2 billion and revenue responsibility averaging $7.5 - $10 million.

Essential Duties and Responsibilities

Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.

The investment team is a critical partner in new business development and acts as a primary source for investment communication.
The IA assists the Investment Manager in acquiring prospective clients through comprehensive analysis of complex outside portfolios and presentation preparation.
Propose, construct, and monitor client-specific, advice-driven investment strategies and solutions for individuals and families.
Make proactive recommendations to Investment Managers and/or clients.
Responsible, along with Investment Managers, for daily trading activities in discretionary, non-discretionary, and trust-based portfolios and is responsible for adhering to and documenting compliance with Truist Advisory Services, and relevant regulatory policies and procedures.
Work with Investment Managers and compliance to monitor client portfolios relative to their investment policy statement and work with the team to identify and address variances.
Actively assist in the client onboarding experience and develop the Investment Policy Statement in accordance with the client’s unique situation.
Develop and advise on investment recommendations and help transition new clients into a collaborative and on-going portfolio management and client communication cycle.
Prepare regular investment reviews for existing clients, recommend, establish, monitor, and adjust, as necessary, investment strategies and solutions designed to achieve the client’s goals.
Attend meetings and participate in presentations to clients and interact with other Truist wealth teammates.
Actively engaged in risk management.

Required Qualifications:

The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Bachelor’s degree in Business or a related field, or equivalent education and related training.
Series 65 licenses. Candidates will have 60 days from their Start Date to transfer, or 100 days from their Start Date to acquire all of the registrations and licenses required for this position.
Demonstrated understanding of the fundamentals of finance and investment theory.
Possesses presentation skills as well as oral and written communication skills.
Proficient at utilizing complex models, databases, and statistical tools.
Performance Assessment Experience.
5+ years of investment management / trading or related experience.
Ability to work on complex projects with minimal supervision.

Preferred Qualifications:

Chartered Financial Analyst (CFA) certification [or progress towards CFA] MBA [or progress towards MBA] Additional Professional Designations such as CFP®, CIMA, CAIA

The base salary for this position can range from $100,000 to $140,000.

General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist’s generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist’s defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.

Background Check Requirements:
Section 19 of the Federal Deposit Insurance Act (FDIA) requires federally insured banks to conduct a “reasonable” inquiry into a job candidate’s criminal history and prohibits people from working for or participating in the activities of FDIC-insured institutions if the individual has a criminal history involving dishonesty, breach of trust or money laundering within certain time periods. More information on the FDIC Section 19 Rule prohibition can be found at the FDIC website. Additional restrictions that may limit employment at Truist include the Secure and Fair Enforcement for Mortgage Licensing (SAFE) Act, Regulation Z of the Truth in Lending Act, Rule 17a-3(a)(12) of the Securities and Exchange Act of 1934, FINRA Rule 3110(e), and the Investment Advisors Act of 1940.

Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace.

EEO is the Law Pay Transparency Nondiscrimination Provision E-Verify

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