6,246 Broadridge jobs in the United States
Broadridge ETL Business Analysts
07390 Jersey City, New Jersey
eTeam
Posted 21 days ago
Job Viewed
Job Description
Skill Requirements
1. Proficiency in data analysis techniques and tools
2. Strong business acumen and understanding of business processes
3. Experience in agile methodology, including scrum and kanban frameworks
4. Excellent communication and interpersonal skills
5. Ability to work effectively in a team environment and independently
6. Critical thinking and problem-solving abilities
7. Detail oriented with a focus on accuracy and quality
8. Strong organizational and time management skills
Certifications: Agile Certified Practitioner (ACP) or Certified Business Analysis Professional (CBAP) certification preferred
1. Proficiency in data analysis techniques and tools
2. Strong business acumen and understanding of business processes
3. Experience in agile methodology, including scrum and kanban frameworks
4. Excellent communication and interpersonal skills
5. Ability to work effectively in a team environment and independently
6. Critical thinking and problem-solving abilities
7. Detail oriented with a focus on accuracy and quality
8. Strong organizational and time management skills
Certifications: Agile Certified Practitioner (ACP) or Certified Business Analysis Professional (CBAP) certification preferred
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0
Business Analyst with Broadridge -NYC
10261 New York, New York
The Dignify Solutions LLC
Posted 21 days ago
Job Viewed
Job Description
- Overall Experience of 8+ years and at-least 2 yrs experience as Technical BA
- "BA should know how Repo works and be familiar with the life cycle. Knowledge of Client IMPACT System"
- Experience in create BRD, SRS, Epics, User stories for software products/ applications
- Experience in ESG Domain will be preferred
- Excellent verbal and written communication and documentation capabilities, depicting requirements visually, using UML
- Experience in Snowflake/any RDBMS, UI and API technology preferred
- Experience in various techniques of requirement collection and grooming
- Lead UAT and get customer approvals, provide sprint demo and get approvals
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1
Senior Director, Marketing - Broadridge Trading & Connectivity solutions (Hybrid- NYC)
10176 New York, New York
Broadridge Financial Solutions
Posted 25 days ago
Job Viewed
Job Description
At Broadridge, we've built a culture where the highest goal is to empower others to accomplish more. If youre passionate about developing your career, while helping others along the way, come join the Broadridge team.
At Broadridge, we've built a culture where the highest goal is to empower others to accomplish more. If youre passionate about developing your career, while helping others along the way, come join the Broadridge team.Broadridge is seeking an accomplished and high-performing Senior Director, Marketing to lead the marketing for the Trading & Connectivity Solutions business. Reporting to the Global Head of Capital Markets Marketing, this senior marketer will shape marketing strategy, messaging, and integrated campaigns to drive engagement, commercial outcomes, and brand/category leadership.
You will collaborate with business, product, and sales management teams to define and execute against a cohesive marketing strategy and plan - ensuring product messaging resonates across priority personas and buying groups while leveraging key market thematics as a catalyst to drive in-year engagement and sales. This influential role manages annual marketing planning and budgets, commercial alignment, KPI tracking, and stakeholder communications. You will importantly drive industry visibility through tailored events and thought leadership - expanding your influence across the global marketing organization and executive leadership.
We are made up of high performing teams that meet in person to learn and collaborate as needed. This role is considered hybrid, which means youll be assigned to a Broadridge office and given the flexibility to work remote.Key Responsibilities:
Marketing & Commercial Leadership:
Develop and refine the marketing strategy to achieve business targets, ensuring full alignment with commercial priorities (product and sales) for Broadridge Trading and Connectivity solutions globally
Own the overarching messaging framework for priority client personas and products, positioning Broadridge as a trusted and transformative trading technology partner across global markets
Go-to-Market & Stakeholder Alignment:
Partner cross-functionally with Sales, Product, and Business stakeholders to develop go-to-market plans, define value propositions, and translate these into actionable, integrated, and innovative campaigns
Work closely and develop deep relationships with regional marketing teams and marketing centers of excellence (brand, enterprise, digital, design, social, PR/AR, and analytics) to deliver best practice and well-aligned and integrated marketing campaigns.
Integrated Campaigns (product, persona, and thematic):
Design and execute multi-channel, data-driven campaigns that drive measurable pipeline growth across key solution areas and nurture key buyer personas throughout the customer/prospect journey
Elevate brand authority and category leadership through impactful thought leadership, events, and content, tightly aligned to business goals and audience insights
Market Visibility & Thought Leadership:
Maximize Broadridges voice at industry events, optimizing sponsorships and public-facing engagements to drive demand and positioning
Lead ideation and execution of content programs with SMEs to deliver timely, relevant insights
Digital & Performance Marketing:
Oversee digital-first tactics, including SEM/SEO strategies, to enhance visibility, optimize demand generation, and achieve global reach
Instill a performance culture, continuously analyzing KPIs to refine marketing tactics and maximize ROI
Budget & Project Management:
Direct the annual marketing plan, calendar, and budget, ensuring disciplined execution, reporting, and continuous optimization
Qualifications:
Bachelors degree required; MBA a plus.
10+ years of B2B marketing leadership within financial services or fintech; strong trading and capital markets experience preferred.
Experience developing campaign messaging and buyer personas to support product launches and campaigns
Skilled in senior stakeholder management with proven influence across sales, product, and C-suite audiences as well as working with and leading cross-functional marketing teams against desired outcomes
Track record of high performance in global organizations
Entrepreneurial, results-driven and organized - with a passion for market impact
This role requires an individual who is not only strategic and analytical but also creative and adaptable, with a passion for driving results and making an impact in the trading arena.
Salary range $165,000.00- $180,000.00 Bonus Eligible.
Broadridge considers various factors when evaluating a candidate's final salary including, but not limited to, relevant experience, skills, and education.
Please visit more information on our comprehensive benefit offerings.
#LI-CS2
We are dedicated to fostering a collaborative, engaging, and inclusive environment and are committed to providing a workplace that empowers associates to be authentic and bring their best to work. We believe that associates do their best when they feel safe, understood, and valued, and we work diligently and collaboratively to ensure Broadridge is a companyand ultimately a communitythat recognizes and celebrates everyones unique perspective.
US applicants: Clickhere ( to view the EEOC " Know Your Rights " poster.
Disability Assistance
We recognize that ensuring our long-term success means creating an environment where everyone is welcome, where everyone's strengths are valued, and where everyone can perform at their best. Broadridge provides equal employment opportunities to all associates and applicants for employment without regard to race, color, religion, sex (including sexual orientation, gender identity or expression, and pregnancy), marital status, national origin, ethnic origin, age, disability, genetic information, military or veteran status, and other protected characteristics protected by applicable federal, state, or local laws.
If you need assistance or would like to request reasonable accommodations during the application and/or hiring process, please contact us at or by sending an email to .
Broadridge Financial Solutions, Inc. (NYSE: BR) , is a global Fintech leader, delivering technology-driven solutions that drive digital transformation for banks, broker-dealers, asset and wealth managers and public companies. At Broadridge, we are committed to making a difference ( . Our unique culture is guided by the Service-Profit Chainthe idea that success is mutual, directly connecting employee engagement, client satisfaction, and the creation of stockholder value. We enable better financial lives by providing the critical infrastructure that powers investing, corporate governance and communications . A certified Great Place to Work, Broadridge is part of the S&P 500 Index, employing over 14,000 associates in 21 countries.
LinkedIn ( ( ( Muse ( is committed to creating an engaging workplace for the most talented associates in our industry. We are dedicated to fostering a collaborative, inclusive , and healthy environment that promotes flexibility and accountability. As a leading provider of technology, communications, and data and analytics solutions to businesses around the world, it is critical that we understand, embrace, and operate in a multicultural environment. Every associate has unique strengths, which, when fully appreciated and embraced, allow individuals to perform at their best, leading to our success.
We believe that our associates are our most important asset. Encouraging professional development opportunities is a core part of our culture. Broadridge provides educational opportunities, including formal classes, training programs and events. To enable learning in our hybrid working model, Broadridge has redesigned all development programs for 100% virtual delivery. Our associates have access to 8,500+ online courses covering business, leadership, technical, and function-specific topics through our LinkedIn Learning program.
At Broadridge, we've built a culture where the highest goal is to empower others to accomplish more. If youre passionate about developing your career, while helping others along the way, come join the Broadridge team.Broadridge is seeking an accomplished and high-performing Senior Director, Marketing to lead the marketing for the Trading & Connectivity Solutions business. Reporting to the Global Head of Capital Markets Marketing, this senior marketer will shape marketing strategy, messaging, and integrated campaigns to drive engagement, commercial outcomes, and brand/category leadership.
You will collaborate with business, product, and sales management teams to define and execute against a cohesive marketing strategy and plan - ensuring product messaging resonates across priority personas and buying groups while leveraging key market thematics as a catalyst to drive in-year engagement and sales. This influential role manages annual marketing planning and budgets, commercial alignment, KPI tracking, and stakeholder communications. You will importantly drive industry visibility through tailored events and thought leadership - expanding your influence across the global marketing organization and executive leadership.
We are made up of high performing teams that meet in person to learn and collaborate as needed. This role is considered hybrid, which means youll be assigned to a Broadridge office and given the flexibility to work remote.Key Responsibilities:
Marketing & Commercial Leadership:
Develop and refine the marketing strategy to achieve business targets, ensuring full alignment with commercial priorities (product and sales) for Broadridge Trading and Connectivity solutions globally
Own the overarching messaging framework for priority client personas and products, positioning Broadridge as a trusted and transformative trading technology partner across global markets
Go-to-Market & Stakeholder Alignment:
Partner cross-functionally with Sales, Product, and Business stakeholders to develop go-to-market plans, define value propositions, and translate these into actionable, integrated, and innovative campaigns
Work closely and develop deep relationships with regional marketing teams and marketing centers of excellence (brand, enterprise, digital, design, social, PR/AR, and analytics) to deliver best practice and well-aligned and integrated marketing campaigns.
Integrated Campaigns (product, persona, and thematic):
Design and execute multi-channel, data-driven campaigns that drive measurable pipeline growth across key solution areas and nurture key buyer personas throughout the customer/prospect journey
Elevate brand authority and category leadership through impactful thought leadership, events, and content, tightly aligned to business goals and audience insights
Market Visibility & Thought Leadership:
Maximize Broadridges voice at industry events, optimizing sponsorships and public-facing engagements to drive demand and positioning
Lead ideation and execution of content programs with SMEs to deliver timely, relevant insights
Digital & Performance Marketing:
Oversee digital-first tactics, including SEM/SEO strategies, to enhance visibility, optimize demand generation, and achieve global reach
Instill a performance culture, continuously analyzing KPIs to refine marketing tactics and maximize ROI
Budget & Project Management:
Direct the annual marketing plan, calendar, and budget, ensuring disciplined execution, reporting, and continuous optimization
Qualifications:
Bachelors degree required; MBA a plus.
10+ years of B2B marketing leadership within financial services or fintech; strong trading and capital markets experience preferred.
Experience developing campaign messaging and buyer personas to support product launches and campaigns
Skilled in senior stakeholder management with proven influence across sales, product, and C-suite audiences as well as working with and leading cross-functional marketing teams against desired outcomes
Track record of high performance in global organizations
Entrepreneurial, results-driven and organized - with a passion for market impact
This role requires an individual who is not only strategic and analytical but also creative and adaptable, with a passion for driving results and making an impact in the trading arena.
Salary range $165,000.00- $180,000.00 Bonus Eligible.
Broadridge considers various factors when evaluating a candidate's final salary including, but not limited to, relevant experience, skills, and education.
Please visit more information on our comprehensive benefit offerings.
#LI-CS2
We are dedicated to fostering a collaborative, engaging, and inclusive environment and are committed to providing a workplace that empowers associates to be authentic and bring their best to work. We believe that associates do their best when they feel safe, understood, and valued, and we work diligently and collaboratively to ensure Broadridge is a companyand ultimately a communitythat recognizes and celebrates everyones unique perspective.
US applicants: Clickhere ( to view the EEOC " Know Your Rights " poster.
Disability Assistance
We recognize that ensuring our long-term success means creating an environment where everyone is welcome, where everyone's strengths are valued, and where everyone can perform at their best. Broadridge provides equal employment opportunities to all associates and applicants for employment without regard to race, color, religion, sex (including sexual orientation, gender identity or expression, and pregnancy), marital status, national origin, ethnic origin, age, disability, genetic information, military or veteran status, and other protected characteristics protected by applicable federal, state, or local laws.
If you need assistance or would like to request reasonable accommodations during the application and/or hiring process, please contact us at or by sending an email to .
Broadridge Financial Solutions, Inc. (NYSE: BR) , is a global Fintech leader, delivering technology-driven solutions that drive digital transformation for banks, broker-dealers, asset and wealth managers and public companies. At Broadridge, we are committed to making a difference ( . Our unique culture is guided by the Service-Profit Chainthe idea that success is mutual, directly connecting employee engagement, client satisfaction, and the creation of stockholder value. We enable better financial lives by providing the critical infrastructure that powers investing, corporate governance and communications . A certified Great Place to Work, Broadridge is part of the S&P 500 Index, employing over 14,000 associates in 21 countries.
LinkedIn ( ( ( Muse ( is committed to creating an engaging workplace for the most talented associates in our industry. We are dedicated to fostering a collaborative, inclusive , and healthy environment that promotes flexibility and accountability. As a leading provider of technology, communications, and data and analytics solutions to businesses around the world, it is critical that we understand, embrace, and operate in a multicultural environment. Every associate has unique strengths, which, when fully appreciated and embraced, allow individuals to perform at their best, leading to our success.
We believe that our associates are our most important asset. Encouraging professional development opportunities is a core part of our culture. Broadridge provides educational opportunities, including formal classes, training programs and events. To enable learning in our hybrid working model, Broadridge has redesigned all development programs for 100% virtual delivery. Our associates have access to 8,500+ online courses covering business, leadership, technical, and function-specific topics through our LinkedIn Learning program.
View Now
2
Paralegal | Investment Management
10261 New York, New York
Mosaic Partners
Posted 21 days ago
Job Viewed
Job Description
Top Tier Asset Management firm is looking fora Paralegal to join their growing team. This is an excellent opportunity to become a key part of the wealth solutions business. You'll have the opportunity to work in a collaborative and dynamic environment, contributing to impactful projects that support the legal and business operations. As a Paralegal in the in-house Legal department, you will assist with the preparation and review of board materials, contracts, investment guidelines, operational procedures, fund registration statements, proxy materials, and regulatory filings. You will also maintain timelines and project plans, and represent the Legal department in key meetings, including board, operating company, and investment committee meetings.
QUALIFICATIONS
- Bachelor's Degree, with prior experience in a Paralegal role within the investment management industry, preferably with '40 Act registered funds, securities filings, and corporate governance.
- Familiarity with electronic board portal systems, document management systems, and the SEC EDGAR system.
- Strong computer skills, including proficiency in Word, Excel, and Adobe.
- Exceptional attention to detail with the ability to manage multiple projects simultaneously.
- Proven ability to establish and maintain effective partnerships with other business areas.
This role will sit HYBRID out of the New York, NY office.
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3
Director, Investment Management
75219 Dallas, Texas
American Airlines
Posted 1 day ago
Job Viewed
Job Description
**Why you'll love this job**
+ As an integral part of the Treasury organization, Investment Management oversees over $40 billion in various retirement and benefit plan assets. Investment Management is also responsible for advising the Employee Benefits Committee ("EBC"), which exercises fiduciary oversight of the various plans' investment activities.
+ Oversee the investment activities of American's various defined benefit, defined contribution, foundation, and health & welfare plans. The Director, Investment Management reports to the Assistant Treasurer and is primarily responsible for the strategy, design, and execution of all investment pools.
**Intro**
Are you ready to explore a world of possibilities, both at work and during your time off? Join our American Airlines family, and you'll travel the world, grow your expertise and become the best version of you. As you embark on a new journey, you'll tackle challenges with flexibility and grace, learning new skills and advancing your career while having the time of your life. Feel free to enrich both your personal and work life and hop on board!
**What you'll do**
_As noted above, this list is intended to reflect the current job but there may be additional essential functions (and certainly non-essential job functions) that are not referenced. Management will modify the job or require other tasks be performed whenever it is deemed appropriate to do so, observing, of course, any legal obligations including any collective bargaining obligations._
+ Work closely with investment advisors to oversee the investment performance of individual investments in the various plans
+ Constantly look for ideas to improve the performance of various actively managed funds in the 401(k) plans, including meeting prospective investment managers and strategies
+ Look for ways to improve 401(k) plans' offerings to participants including strategies such as managed accounts and retirement income
+ Oversee the asset allocation framework and strategy of the Fixed Benefit Plans in a Liability-Driven Investing construct while interpreting pension funding rules and regulations
+ Oversee and maintain models related to fixed benefit plans funded status and future contributions and prepare presentation materials for senior management and board of directors
+ Develop strategies to derisk Fixed Benefit Plans from a liability standpoint and execute them
+ Take a prominent role in shaping industry legislation by working with industry trade associations and internal government affairs staff
+ Responsible for getting new plans such as Market Based Cash Balance defined benefit Plan off the ground while working collaboratively with various stakeholders
**What you'll do (continued)**
+ Develop, maintain and implement investment policies for all plans
+ Run the fiduciary committee meetings including preparation of meeting materials and coordination and preparation of events leading up to the committee meetings
+ Responsible for all administrative aspects of the plans including liaising with internal departments such as retirement benefits strategy, corporate accounting, Sox/compliance, financial planning and ERISA counsel and external teams such as actuaries, trustee/custodian, other vendors
+ Recommend asset allocation, monitor, and rebalance investments of American's Foundations and Endowments and present investment performance to Boards each quarter
+ Oversee the investment management activities of the Canadian and other international defined benefit and defined contribution plans as well as various health and welfare plans
+ Attend and represent American Airlines and the Plans at industry events such as conferences
+ Moderate travel involved
+ Lead a team of 2 - 3 individuals
**All you'll need for success**
**Minimum Qualifications- Education & Prior Job Experience**
+ Bachelor's degree
+ 7-10 years of experience in an investment management setting across diverse asset classes
+ Investment experience managing defined benefit and defined contribution plans required
+ Proven, self-motivated, results orientation with patience, perseverance, humility, and diplomacy
+ Possess intellectual curiosity; strong interest for the investment markets and the intellectual enthusiasm to understand the management of a broad range of asset classes
**Preferred Qualifications- Education & Prior Job Experience**
+ CFA charter holder or progress toward attaining a CFA charter
**All you'll need for success (continued)**
**Skills, Licenses & Certifications**
+ Self-starter with executive presence and the ability to manage multiple projects effectively involving multiple retirement plans
+ Strong problem solving and project management skills, with proven track record of performing complex assignments under tight deadlines while maintain superior quality in work products
+ Ability to manage external consultants, advisors, lawyers to complete assignments
+ Commitment to quality, pride in work and accepts complete ownership of responsibilities
+ Excellent ability to communicate with all levels of management proactively and effectively both verbally and written
+ Strong attention to detail with constant desire to learn and improve
+ Analytical thinking abilities to understand and manage all aspects of investment management
+ Excellent teamwork/interpersonal skills with proven ability to work effectively in diverse situations
+ Oriented to continuous process and productivity improvement
+ Proficient in Microsoft Office including Word, Excel, PowerPoint, Outlook
+ Believes in and promotes the American Airlines five leadership attributes:
+ Caring - We care about all team members
+ Collaboration - We succeed as a team
+ Development - We build future leaders
+ Results - We drive to be the best
+ Future - We continually challenge the status quo
**What you'll get**
Feel free to take advantage of all that American Airlines has to offer:
+ Travel Perks: Ready to explore the world? You, your family and your friends can reach 365 destinations on more than 6,800 daily flights across our global network.
+ Health Benefits: On day one, you'll have access to your health, dental, prescription and vision benefits to help you stay well. And that's just the start, we also offer virtual doctor visits, flexible spending accounts and more.
+ Wellness Programs: We want you to be the best version of yourself - that's why our wellness programs provide you with all the right tools, resources and support you need.
+ 401(k) Program: Available upon hire and, depending on the workgroup, employer contributions to your 401(k) program are available after one year.
+ Additional Benefits: Other great benefits include our Employee Assistance Program, pet insurance and discounts on hotels, cars, cruises and more
**Feel free to be yourself at American**
From the team members we hire to the customers we serve, inclusion and diversity are the foundation of the dynamic workforce at American Airlines. Our 20+ Employee Business Resource Groups are focused on connecting our team members to our customers, suppliers, communities and shareholders, helping team members reach their full potential and creating an inclusive work environment to meet and exceed the needs of our diverse world.
Are you ready to feel a tremendous sense of pride and satisfaction as you do your part to keep the largest airline in the world running smoothly as we care for people on life's journey? Feel free to be yourself at American.
EQUAL EMPLOYMENT OPPORTUNITY/ AFFIRMATIVE ACTION POLICY
American Airlines maintains a continuing policy of nondiscrimination in employment. It is our policy to provide equal opportunity and access for all persons, without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, or status as a disabled veteran or other protected veteran, in all phases of the employment process and in compliance with applicable federal, state, and local laws and regulations. This policy of nondiscrimination shall include, but not be limited to, the following employment decisions and practices: hiring; upgrading; promotions; demotions or transfers; layoffs; recalls; terminations; rates of pay or other forms of compensation; selection for training, including apprenticeship; and recruitment or recruitment advertising.
+ As an integral part of the Treasury organization, Investment Management oversees over $40 billion in various retirement and benefit plan assets. Investment Management is also responsible for advising the Employee Benefits Committee ("EBC"), which exercises fiduciary oversight of the various plans' investment activities.
+ Oversee the investment activities of American's various defined benefit, defined contribution, foundation, and health & welfare plans. The Director, Investment Management reports to the Assistant Treasurer and is primarily responsible for the strategy, design, and execution of all investment pools.
**Intro**
Are you ready to explore a world of possibilities, both at work and during your time off? Join our American Airlines family, and you'll travel the world, grow your expertise and become the best version of you. As you embark on a new journey, you'll tackle challenges with flexibility and grace, learning new skills and advancing your career while having the time of your life. Feel free to enrich both your personal and work life and hop on board!
**What you'll do**
_As noted above, this list is intended to reflect the current job but there may be additional essential functions (and certainly non-essential job functions) that are not referenced. Management will modify the job or require other tasks be performed whenever it is deemed appropriate to do so, observing, of course, any legal obligations including any collective bargaining obligations._
+ Work closely with investment advisors to oversee the investment performance of individual investments in the various plans
+ Constantly look for ideas to improve the performance of various actively managed funds in the 401(k) plans, including meeting prospective investment managers and strategies
+ Look for ways to improve 401(k) plans' offerings to participants including strategies such as managed accounts and retirement income
+ Oversee the asset allocation framework and strategy of the Fixed Benefit Plans in a Liability-Driven Investing construct while interpreting pension funding rules and regulations
+ Oversee and maintain models related to fixed benefit plans funded status and future contributions and prepare presentation materials for senior management and board of directors
+ Develop strategies to derisk Fixed Benefit Plans from a liability standpoint and execute them
+ Take a prominent role in shaping industry legislation by working with industry trade associations and internal government affairs staff
+ Responsible for getting new plans such as Market Based Cash Balance defined benefit Plan off the ground while working collaboratively with various stakeholders
**What you'll do (continued)**
+ Develop, maintain and implement investment policies for all plans
+ Run the fiduciary committee meetings including preparation of meeting materials and coordination and preparation of events leading up to the committee meetings
+ Responsible for all administrative aspects of the plans including liaising with internal departments such as retirement benefits strategy, corporate accounting, Sox/compliance, financial planning and ERISA counsel and external teams such as actuaries, trustee/custodian, other vendors
+ Recommend asset allocation, monitor, and rebalance investments of American's Foundations and Endowments and present investment performance to Boards each quarter
+ Oversee the investment management activities of the Canadian and other international defined benefit and defined contribution plans as well as various health and welfare plans
+ Attend and represent American Airlines and the Plans at industry events such as conferences
+ Moderate travel involved
+ Lead a team of 2 - 3 individuals
**All you'll need for success**
**Minimum Qualifications- Education & Prior Job Experience**
+ Bachelor's degree
+ 7-10 years of experience in an investment management setting across diverse asset classes
+ Investment experience managing defined benefit and defined contribution plans required
+ Proven, self-motivated, results orientation with patience, perseverance, humility, and diplomacy
+ Possess intellectual curiosity; strong interest for the investment markets and the intellectual enthusiasm to understand the management of a broad range of asset classes
**Preferred Qualifications- Education & Prior Job Experience**
+ CFA charter holder or progress toward attaining a CFA charter
**All you'll need for success (continued)**
**Skills, Licenses & Certifications**
+ Self-starter with executive presence and the ability to manage multiple projects effectively involving multiple retirement plans
+ Strong problem solving and project management skills, with proven track record of performing complex assignments under tight deadlines while maintain superior quality in work products
+ Ability to manage external consultants, advisors, lawyers to complete assignments
+ Commitment to quality, pride in work and accepts complete ownership of responsibilities
+ Excellent ability to communicate with all levels of management proactively and effectively both verbally and written
+ Strong attention to detail with constant desire to learn and improve
+ Analytical thinking abilities to understand and manage all aspects of investment management
+ Excellent teamwork/interpersonal skills with proven ability to work effectively in diverse situations
+ Oriented to continuous process and productivity improvement
+ Proficient in Microsoft Office including Word, Excel, PowerPoint, Outlook
+ Believes in and promotes the American Airlines five leadership attributes:
+ Caring - We care about all team members
+ Collaboration - We succeed as a team
+ Development - We build future leaders
+ Results - We drive to be the best
+ Future - We continually challenge the status quo
**What you'll get**
Feel free to take advantage of all that American Airlines has to offer:
+ Travel Perks: Ready to explore the world? You, your family and your friends can reach 365 destinations on more than 6,800 daily flights across our global network.
+ Health Benefits: On day one, you'll have access to your health, dental, prescription and vision benefits to help you stay well. And that's just the start, we also offer virtual doctor visits, flexible spending accounts and more.
+ Wellness Programs: We want you to be the best version of yourself - that's why our wellness programs provide you with all the right tools, resources and support you need.
+ 401(k) Program: Available upon hire and, depending on the workgroup, employer contributions to your 401(k) program are available after one year.
+ Additional Benefits: Other great benefits include our Employee Assistance Program, pet insurance and discounts on hotels, cars, cruises and more
**Feel free to be yourself at American**
From the team members we hire to the customers we serve, inclusion and diversity are the foundation of the dynamic workforce at American Airlines. Our 20+ Employee Business Resource Groups are focused on connecting our team members to our customers, suppliers, communities and shareholders, helping team members reach their full potential and creating an inclusive work environment to meet and exceed the needs of our diverse world.
Are you ready to feel a tremendous sense of pride and satisfaction as you do your part to keep the largest airline in the world running smoothly as we care for people on life's journey? Feel free to be yourself at American.
EQUAL EMPLOYMENT OPPORTUNITY/ AFFIRMATIVE ACTION POLICY
American Airlines maintains a continuing policy of nondiscrimination in employment. It is our policy to provide equal opportunity and access for all persons, without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, or status as a disabled veteran or other protected veteran, in all phases of the employment process and in compliance with applicable federal, state, and local laws and regulations. This policy of nondiscrimination shall include, but not be limited to, the following employment decisions and practices: hiring; upgrading; promotions; demotions or transfers; layoffs; recalls; terminations; rates of pay or other forms of compensation; selection for training, including apprenticeship; and recruitment or recruitment advertising.
View Now
4
Investment Management Specialist
78284 San Antonio, Texas
Bank of America
Posted 4 days ago
Job Viewed
Job Description
Investment Management Specialist
San Antonio, Texas
**To proceed with your application, you must be at least 18 years of age.**
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**To proceed with your application, you must be at least 18 years of age.**
Acknowledge ( Description:**
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.
Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.
**Job Description:**
This job is responsible for performing specialized functions across a Financial Advisors (FAs) team, such as defining an FA's or FA team's overall investment management philosophy through portfolio analysis and performing business management and business development activities. Key responsibilities include providing operational support and quality client service through offering a full range of investment products and services across the enterprise. Job expectations include leveraging specialists and financial planning tools to deliver holistic investment solutions.
This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.
**Responsibilities:**
+ Maintains an understanding of the Chief Investment Office (CIO) philosophy, proprietary planning, and investment management tools
+ Monitors, analyzes, and reviews the current market environment and research portfolio recommendations
+ Monitors and manages client portfolios to align with client goals, objectives, risk tolerance, and time horizons
+ Reviews and manages team proprietary models to align with current market assumptions by participating in CIO and manager updates and reviewing reports and allocation updates
+ Creates analytical reports for Financial Advisors to review client investment portfolio performances against market returns
+ Assesses and shares pricing findings with clients to ensure understanding of the value of advice and accompanying solutions
**Skills:**
+ Causation Analysis
+ Financial Management
+ Investment Management
+ Trading Strategy
+ Trading and Investment Analysis
+ Portfolio Analysis
+ Portfolio Management
+ Price Verification and Valuation
+ Trade Monitoring
+ Trading
+ Client Investments Management
+ Client Solutions Advisory
+ Financial Analysis
+ Financial Forecasting and Modeling
+ Wealth Planning
**Required Qualifications:**
+ Series 7, 63/65 or 66 or equivalent; must obtain all state registrations held by the Financial Advisor(s) and Advisor Team(s) they support
+ SAFE Act Registration; ADV-2B Required
+ Maintain at least one firm approved designation
+ Possess and demonstrate strong communication skills
+ Thorough knowledge and understanding of the suite of Wealth Management products and services
+ Strong analytical and portfolio management skills with the ability to identify trends and implement investment strategies to increase growth and mitigate risk
+ Ability to make sound decisions by having a deep understanding of investment management best practices and policies/procedures
+ Ability to identify client needs and concerns and articulate appropriate approach to align solutions to goals in a suitable and controlled way
**Desired Qualifications:**
+ CFA designation
**Minimum Education Requirement:** High School Diploma / GED / Secondary School or equivalent
**Shift:**
1st shift (United States of America)
**Hours Per Week:**
40
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
To view the "Know your Rights" poster, CLICK HERE ( .
View the LA County Fair Chance Ordinance ( .
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work.
This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
San Antonio, Texas
**To proceed with your application, you must be at least 18 years of age.**
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**To proceed with your application, you must be at least 18 years of age.**
Acknowledge ( Description:**
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.
Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.
**Job Description:**
This job is responsible for performing specialized functions across a Financial Advisors (FAs) team, such as defining an FA's or FA team's overall investment management philosophy through portfolio analysis and performing business management and business development activities. Key responsibilities include providing operational support and quality client service through offering a full range of investment products and services across the enterprise. Job expectations include leveraging specialists and financial planning tools to deliver holistic investment solutions.
This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.
**Responsibilities:**
+ Maintains an understanding of the Chief Investment Office (CIO) philosophy, proprietary planning, and investment management tools
+ Monitors, analyzes, and reviews the current market environment and research portfolio recommendations
+ Monitors and manages client portfolios to align with client goals, objectives, risk tolerance, and time horizons
+ Reviews and manages team proprietary models to align with current market assumptions by participating in CIO and manager updates and reviewing reports and allocation updates
+ Creates analytical reports for Financial Advisors to review client investment portfolio performances against market returns
+ Assesses and shares pricing findings with clients to ensure understanding of the value of advice and accompanying solutions
**Skills:**
+ Causation Analysis
+ Financial Management
+ Investment Management
+ Trading Strategy
+ Trading and Investment Analysis
+ Portfolio Analysis
+ Portfolio Management
+ Price Verification and Valuation
+ Trade Monitoring
+ Trading
+ Client Investments Management
+ Client Solutions Advisory
+ Financial Analysis
+ Financial Forecasting and Modeling
+ Wealth Planning
**Required Qualifications:**
+ Series 7, 63/65 or 66 or equivalent; must obtain all state registrations held by the Financial Advisor(s) and Advisor Team(s) they support
+ SAFE Act Registration; ADV-2B Required
+ Maintain at least one firm approved designation
+ Possess and demonstrate strong communication skills
+ Thorough knowledge and understanding of the suite of Wealth Management products and services
+ Strong analytical and portfolio management skills with the ability to identify trends and implement investment strategies to increase growth and mitigate risk
+ Ability to make sound decisions by having a deep understanding of investment management best practices and policies/procedures
+ Ability to identify client needs and concerns and articulate appropriate approach to align solutions to goals in a suitable and controlled way
**Desired Qualifications:**
+ CFA designation
**Minimum Education Requirement:** High School Diploma / GED / Secondary School or equivalent
**Shift:**
1st shift (United States of America)
**Hours Per Week:**
40
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
To view the "Know your Rights" poster, CLICK HERE ( .
View the LA County Fair Chance Ordinance ( .
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work.
This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
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5
Analyst, Investment Management
10001 New York, New York
Harbor Group Management
Posted 20 days ago
Job Viewed
Job Description
Analyst, Investment Management
FIRM OVERVIEW:
Harbor Group International (HGI) is a leading global private equity real estate investment manager, with $20 billion in assets under management. HGI's vertically integrated platform offers a broad range of both direct real estate and credit strategies across the risk/return spectrum.
HGI's recent accolades include:
- #19 in NMHC Top 50 Largest Apartment Owners (2024)
- #20 in Real Estate Capital USA Real Estate Debt 40 (2023)
- #35 in PERE Real Estate Debt 50 (2024)
- #45 in PERE 100: World's Largest Private Real Estate Firms (2024)
JOB SUMMARY:
HGI is seeking an Analyst to join our Investment Management team. The Analyst will play a pivotal role in analyzing, monitoring, and reporting on all aspects of an investme nt. The Analyst will perform investment management duties consisting of performance analysis, direct equity and credit investment valuation, investor reporting, investment model review, distributions, waterfall calculations, and other special projects. The team also focuses on communicating the company's products, platform, competitive advantages, business model, and financial results to internal and external audiences, including HGI executives, auditors, and investors. The Analyst will work closely with the firm's senior members and executives. The role is onsite, based in New York City.
RESPONSIBILITIES:
- Review investment and fund performance, including financial modeling, pro forma cash flow, and analysis of market landscapes.
- Work with transactions team to evaluate the risk/return and potential fit of new investments.
- Contribute to quarterly distribution processes by aggregating financial data, analyzing performance, reviewing projections, and performing waterfall calculations.
- Assist in the valuation processes of investments within the portfolio
- Assist with the evaluation of new opportunities across property sectors and capital structures.
- Prepare detailed quarterly asset and fund performance reports, as well as custom investor reporting.
- Compile portfolio data for marketing materials such as due diligence requests and pitchbooks.
- Complete special projects and other related responsibilities.
- Communicate with third parties directly including investors, lenders, and auditors.
- Coordinate with all verticals of a private equity real estate firm, including Transactions, Asset Management, Accounting and Finance, Legal and Compliance, and Investor Relations.
QUALIFICATIONS:
- Bachelor's degree in finance, real estate, or a similar field; or equivalent work experience.
- At least one year of relevant experience in commercial real estate private equity, private equity, accounting or financial services.
- Proficient understanding of underwriting, deal structure, waterfalls, and private equity real estate fundamentals.
- Ability to work independently and collaboratively in a multidisciplinary team.
- Strong knowledge of Microsoft Excel, Word, PowerPoint and other similar platforms.
- Excellent attention to detail, analytical skills, and ability to prioritize projects.
- Exceptional interpersonal & communication skills, both verbal and written.
#LI-KP1
Veteran Friendly
This pre-employment application will be given every consideration, but its receipt does not imply that the applicant will be employed. Each question should be answered in a complete and accurate manner as no action can be taken on this application until all questions have been answered.
Harbor Group Management is proudly an Equal Opportunity Employer EOE/M/F/D/V. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status.
Apply Now
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6
Investment Management Summer Analyst
92659 Newport Beach, California
Greystar
Posted today
Job Viewed
Job Description
Investment Management Summer Analyst page is loaded Investment Management Summer Analyst Apply locations City Office Newport, Newport Beach, CA time type Full time posted on Posted 5 Days Ago job requisition id R0164121 ABOUT GREYSTAR Greystar is a leading, fully integrated global real estate company offering expertise in property management, investment management, development, and construction services in institutional-quality rental housing. Headquartered in Charleston, South Carolina, Greystar manages and operates over $300 billion of real estate in nearly 250 markets globally with offices throughout North America, Europe, South America, and the Asia-Pacific region. Greystar is the largest operator of apartments in the United States, manages over 1,000,000 units/beds globally, and has a robust institutional investment management platform comprised of nearly $8 billion of assets under management, including over 35 billion of development assets. Greystar was founded by Bob Faith in 1993 to become a provider of world-class service in the rental residential real estate business. To learn more, visit . JOB DESCRIPTION SUMMARY The Greystar Summer Internship Program is a 10-week experience where you’ll work on impactful projects, build in-demand skills, and connect with industry leaders. You’ll join one of our core business functions—Development & Construction, Investment Management, Property Management, or Enterprise Services—and contribute directly to your team’s work, while program events and trainings give you insight into all areas of our business. Highlights include: Executive Speaker Series, Business Segment Trainings, Mentor Relationships, Site Visits, Community Outreach, and Networking Opportunities. You’ll conclude the program by presenting a Final Capstone Project that showcases your ideas, learnings, and impact. The Greystar Intern Program will run from June 1, 2026, to August 7, 2026. JOB DESCRIPTION As an Investment Management Summer Analyst , you’ll help execute investment strategies by analyzing market, property, and portfolio data, building financial models, and preparing materials for stakeholders. You’ll gain exposure to the full investment lifecycle—from market research and acquisitions to portfolio performance—while working with teams across the organization. Build and update financial models to evaluate investments and track portfolio performance. Prepare investment memos, market summaries, and presentations for committees and partners. Conduct market research and analyze trends, risks, and opportunities. Assist with due diligence, data review, and findings documentation. Monitor operational and leasing metrics to support reforecasting and strategic planning. Maintain deal trackers, timelines, and deliverables. Partner with internal teams to support initiatives and improve performance Qualifications: Strong desire to learn the real estate industry Quantitative background and analytical problem-solving ability Strong, precise written and verbal communication skills with the ability to articulate complex topics Enrolled in a bachelor’s degree program in real estate, finance, business, or a related major Graduating between December 202 6 and May 202 7 The compensation for this position is $30 /hour Additional C mpensation : Many factors go into determining employee pay within the posted range including business requirements, prior experience, current skills and geographical location. Corporate Positions :Inaddition to the base salary, this role may be eligible to participateina quarterly or annual bonus program based onindividual and company performance. Onsite Property Positions :Inaddition to the base salary, this role may be eligible to participatein weekly, monthly, and/or quarterly bonus programs. Benefits Offered for Temporary Team Members* : Employee Assistance Program Paid sick time *For Union and Prevailing Wage roles compensation and benefits may vary from the listed information above due to Collective Bargaining Agreements and/or local governing authority. Greystar will consider for employment qualified applicants with arrest and conviction records. #J-18808-Ljbffr
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7
Project Manager, Investment Management
10261 New York, New York
Voya Financial
Posted today
Job Viewed
Job Description
Together we fight for everyone's opportunity for a better financial future.
We will do this together - with customers, partners and colleagues. We will fight for others, not against: We will stand up for and champion everyone's access to opportunities. The status quo is not good enough . we believe every individual and every community deserves access to financial opportunities. We are determined to support both individuals and communities in reaching a better financial future. We know that reaching this future depends on our actions today.
Like our Purpose Statement, Voya believes in being bold and committed to action. We are committed to a work environment where the differences that we are born with - and those we acquire throughout our lives - are understood, valued and intentionally pursued. We believe that our employees own our culture and have a responsibility to foster an environment where we all feel comfortable bringing our whole selves to work. Purposefully bringing our differences together to positively influence our culture, serve our clients and enrich our communities is essential to our vision.
Are you ready to join a company with a strong purpose and a winning culture? Start your Voyage - Apply Now
Profile Summary:
The purpose of the Project Manager role is to provide leadership and support to ensure predictable, consistent, and successful program and/or project execution. The PMO is relied upon to execute on-time and on-budget programs that enable the strategic goals and objectives of the business. The Project Manager will provide governance and standards, as well as, planning, coordination, reporting and monitoring of a diverse mix of strategic programs and/or projects for the organization. The Project Manager will represent our team to internal business stakeholders and external vendors and partner with them to ensure a successful start-up and completion of programs and/or projects. The Project Manager will be relied upon to provide comprehensive yet concise status and progress reporting to ensure stakeholders and executives have transparency into expected program and project completion and/or risks. The exposure of this position is significant and reaches across a broad group of senior leaders. As a result, it requires experienced communication and relationship skills. The scope of work is exciting and varied including business and technology initiatives. The project manager will have a great deal of autonomy and will be expected to exercise both direct and indirect influencing, while maintaining the full support from the senior leadership team of the organization. Participation and involvement in a variety of initiatives will allow the Project Manager to strengthen their knowledge base while demonstrating continued performance and completion of deliverables.
Profile Description:
Compensation Pay Disclosure:
Voya is committed to pay that's fair and equitable, which means comparable pay for comparable roles and responsibilities.
The below annual base salary range reflects the expected hiring range(s) for this position in the location(s) listed. In addition to base salary, Voya offers incentive opportunities (i.e., annual cash incentives, sales incentives, and/or long-term incentives) based on the role to reward the achievement of annual performance objectives. Please note that this salary information is solely for candidates hired to perform work within one of these locations, and refers to the amount Voya Financial is willing to pay at the time of this posting.
Actual compensation offered may vary from the posted salary range based upon the candidate's geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer. Salaries for part-time roles will be prorated based upon the agreed upon number of hours to be regularly worked.
$130,000 - $55,000 USD
Be Well. Stay Well.
Voya provides the resources that can make a difference in your lives. To us, this means thriving physically, financially, socially and emotionally. Voya benefits are designed to help you do just that. That's why we offer an array of plans, programs, tools and resources with one goal in mind: To help you and your family be well and stay well.
What We Offer
Critical Skills
At Voya, we have identified the following critical skills which are key to success in our culture:
Learn more aboutCritical Skills
Equal Employment Opportunity
Voya Financial is an equal-opportunity employer. Voya Financial provides equal opportunity to qualified individuals regardless of race, color, sex, national origin, citizenship status, religion, age, disability, veteran status, creed, marital status, sexual orientation, gender identity, genetic information, or any other status protected by state or local law.
Reasonable Accommodations
Voya is committed to the inclusion of all qualified individuals. As part of this commitment, Voya will ensure that persons with disabilities are provided reasonable accommodations. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please reference resources for applicants with disabilities.
Misuse of Voya's name in fraud schemes
We will do this together - with customers, partners and colleagues. We will fight for others, not against: We will stand up for and champion everyone's access to opportunities. The status quo is not good enough . we believe every individual and every community deserves access to financial opportunities. We are determined to support both individuals and communities in reaching a better financial future. We know that reaching this future depends on our actions today.
Like our Purpose Statement, Voya believes in being bold and committed to action. We are committed to a work environment where the differences that we are born with - and those we acquire throughout our lives - are understood, valued and intentionally pursued. We believe that our employees own our culture and have a responsibility to foster an environment where we all feel comfortable bringing our whole selves to work. Purposefully bringing our differences together to positively influence our culture, serve our clients and enrich our communities is essential to our vision.
Are you ready to join a company with a strong purpose and a winning culture? Start your Voyage - Apply Now
Profile Summary:
The purpose of the Project Manager role is to provide leadership and support to ensure predictable, consistent, and successful program and/or project execution. The PMO is relied upon to execute on-time and on-budget programs that enable the strategic goals and objectives of the business. The Project Manager will provide governance and standards, as well as, planning, coordination, reporting and monitoring of a diverse mix of strategic programs and/or projects for the organization. The Project Manager will represent our team to internal business stakeholders and external vendors and partner with them to ensure a successful start-up and completion of programs and/or projects. The Project Manager will be relied upon to provide comprehensive yet concise status and progress reporting to ensure stakeholders and executives have transparency into expected program and project completion and/or risks. The exposure of this position is significant and reaches across a broad group of senior leaders. As a result, it requires experienced communication and relationship skills. The scope of work is exciting and varied including business and technology initiatives. The project manager will have a great deal of autonomy and will be expected to exercise both direct and indirect influencing, while maintaining the full support from the senior leadership team of the organization. Participation and involvement in a variety of initiatives will allow the Project Manager to strengthen their knowledge base while demonstrating continued performance and completion of deliverables.
Profile Description:
- Work independently to plan and manage large and/or complex strategic programs and/or projects, ensuring predictable, consistent, and successful delivery.
- Define program and/or project governance, outlining roles, responsibilities, decision rights and clearly defined escalation path. Responsible for collaborating with finance and business unit leaders to track and report monthly program and/or project, travel and other expense items.
- Provide a holistic view of the overall program and/or project to the organization and all stakeholders including the creation of executive-level and working group reporting that assess and communicate status, completion, and risks for programs and/or projects.
- Exhibit proactive behavior by engaging in program and/or project planning activities, including but not limited to: Defining the overall scope of the program and/or project; Creating and maintaining a consolidated timeline/schedule highlighting the major milestones and associated dates for activities; Identifying and communicating program and/or project dependencies and impacts; Putting mechanisms in place to ensure ongoing control of the program and/or project (e.g., Kick Off Meeting, Overall Project Management Approach, Status And Progress Reporting, Communication Plan, Risk Management, Issues Management, Change Control, etc.)
- Ensure success criteria defined upfront to promote alignment and actively manage to expected program and/or project outcomes.
- Be knowledgeable about the program and/or project subject matter.
- Effective presentation and communications style that builds and maintains strong relationships with stakeholders and influences outcomes and decisions.
- Assist managers across the organization in identifying appropriate resources to accomplish tasks and develops timelines to identify and track program and/or project milestones to ensure completion within the established timelines and budget.
- Facilitate strategic planning sessions with business leaders to determine the scope and objectives of each program and/or project and anticipate hurdles as well as alternative solutions.
- Programs and/or projects will range from clearly/well defined scope and impact to open-ended/requiring significant definition.
- Proactively work with business units across Voya Investment Management to understand requirements and perform program and/or project scoping activities.
- Participate in the development of portfolio/program level project roadmaps.
- Assist with special projects to enhance the overall performance and functioning of the PMO as needed.
- Bachelor's degree and
- Minimum 5 years of progressive experience in consulting, project and/or program management and/or business analysis experience working within the investment management (buy-side) industry.
- Experience managing large, complex programs and/or projects through all phases: initiation, planning, execution, monitoring and controlling and closing. Highly skilled in managing and performing the following activities: requirements gathering & documentation, analysis, design, planning, and production implementation.
- Must have meeting facilitation skills including setting agendas, task management, time management, taking minutes, managing documentation, and action item management both formal and informal settings.
- Experience effectively managing programs and/or projects through shared resources; internal and external (vendor and/or consultant) resources; onshore/offshore models.
- Experience developing strategic investment proposals or business cases (including cost-benefit analysis).
- Must be able to multitask, problem solve, learn quickly, and adapt to changing priorities.
- Knowledge of change management processes and industry best practices.
- Excellent verbal and written communication skills; strong interpersonal and influencing skills; ability to effect change in a matrix managed environment with prior experience engaging with executive level stakeholders.
- Ability to receive and provide coaching and feedback.
- Proficiency in MS Project, Outlook, Word, Excel, SharePoint, Visio, and PowerPoint. Experience with Project Portfolio Management (PPM) tools is a plus.
- Understand and are current with industry trends and can relate aspects to our business and influence business leaders accordingly.
- Knowledge of two or more of the following areas: Marketing and/or Digital Marketing, Product Distribution, Investment Management Operations (particularly, front or middle office), Investment Management Applications & Technologies or Specialty Fixed Income.
- Experience with private markets highly preferred.
Compensation Pay Disclosure:
Voya is committed to pay that's fair and equitable, which means comparable pay for comparable roles and responsibilities.
The below annual base salary range reflects the expected hiring range(s) for this position in the location(s) listed. In addition to base salary, Voya offers incentive opportunities (i.e., annual cash incentives, sales incentives, and/or long-term incentives) based on the role to reward the achievement of annual performance objectives. Please note that this salary information is solely for candidates hired to perform work within one of these locations, and refers to the amount Voya Financial is willing to pay at the time of this posting.
Actual compensation offered may vary from the posted salary range based upon the candidate's geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer. Salaries for part-time roles will be prorated based upon the agreed upon number of hours to be regularly worked.
$130,000 - $55,000 USD
Be Well. Stay Well.
Voya provides the resources that can make a difference in your lives. To us, this means thriving physically, financially, socially and emotionally. Voya benefits are designed to help you do just that. That's why we offer an array of plans, programs, tools and resources with one goal in mind: To help you and your family be well and stay well.
What We Offer
- Health, dental, vision and life insurance plans
- 401(k) Savings plan - with generous company matching contributions (up to 6%)
- Voya Retirement Plan - employer paid cash balance retirement plan (4%)
- Tuition reimbursement up to 5,250/year
- Paid time off - including 20 days paid time off, nine paid company holidays and a flexible Diversity Celebration Day.
- Paid volunteer time - 40 hours per calendar year
Critical Skills
At Voya, we have identified the following critical skills which are key to success in our culture:
- Customer Focused : Passionate drive to delight our customers and offer unique solutions that deliver on their expectations.
- Critical Thinking : Thoughtful process of analyzing data and problem solving data to reach a well-reasoned solution.
- Team Mentality : Partnering effectively to drive our culture and execute on our common goals.
- Business Acumen : Appreciation and understanding of the financial services industry in order to make sound business decisions.
- Learning Agility : Openness to new ways of thinking and acquiring new skills to retain a competitive advantage.
Learn more aboutCritical Skills
Equal Employment Opportunity
Voya Financial is an equal-opportunity employer. Voya Financial provides equal opportunity to qualified individuals regardless of race, color, sex, national origin, citizenship status, religion, age, disability, veteran status, creed, marital status, sexual orientation, gender identity, genetic information, or any other status protected by state or local law.
Reasonable Accommodations
Voya is committed to the inclusion of all qualified individuals. As part of this commitment, Voya will ensure that persons with disabilities are provided reasonable accommodations. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please reference resources for applicants with disabilities.
Misuse of Voya's name in fraud schemes
View Now
8
Compliance Associate (Investment Management)
90079 Los Angeles, California
Atlantic Group
Posted today
Job Viewed
Job Description
- Location: Los Angeles, CA
- Type: Perm (Contingency)
- Job #45855
- Salary: $100,000
Compensation: $00,000 - 125,000/year base ( 150,000 All-In)
Location: Los Angeles, CA
Schedule: Monday to Friday (Hybrid)
Join our client as a Compliance Associate (Investment Management) in Los Angeles, CA, handling trade surveillance, employee compliance, Code of Ethics enforcement, and marketing material review in a fast-paced asset management environment. This hybrid role supports daily monitoring, regulatory reporting, and policy oversight while ensuring compliance deadlines are met, collaborating with senior compliance staff and using tools such as Bloomberg AIM and Microsoft Office Suite to maintain accuracy and regulatory adherence.
Responsibilities as the Compliance Associate:
- Trade & Employee Compliance: Conduct daily trade surveillance, review personal trade requests, and maintain Restricted and Watch Lists.
- Policy Testing & Review: Assist in testing supervisory policies and procedures to ensure regulatory compliance.
- Documentation & Records: Prepare, organize, and maintain accurate, confidential compliance records.
- Deadline & Calendar Management: Track regulatory and internal deadlines using the compliance calendar.
- Marketing & Process Support: Review marketing materials for regulatory alignment and help streamline compliance workflows through technology.
- Education: Bachelor's degree in Finance, Business, Economics, or a related field required.
- Experience: 3+ years in compliance, trade surveillance, or regulatory oversight within the investment advisory, asset management, or brokerage industry.
- Technical Skills: Proficient in Bloomberg AIM and Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) with the ability to adapt to new compliance technologies.
- Industry Knowledge: Understanding of capital markets, asset management operations, and regulatory frameworks.
- Skills & Attributes: Detail-oriented with strong communication skills, able to work under pressure, self-motivated, and capable of managing multiple priorities independently.
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9