7,955 Calvert Impact Capital jobs in the United States
Senior Financial Analyst - Investment Management
Posted 7 days ago
Job Viewed
Job Description
Key Responsibilities:
- Develop and maintain complex financial models to support investment strategies, valuations, and forecasting.
- Conduct in-depth financial analysis, including variance analysis, trend analysis, and profitability assessments.
- Prepare comprehensive financial reports, presentations, and dashboards for senior management and investment committees.
- Assist in the budgeting and forecasting processes, ensuring accuracy and alignment with strategic objectives.
- Evaluate the financial implications of potential investment opportunities and strategic initiatives.
- Monitor market trends and economic conditions, assessing their impact on investment portfolios.
- Support the due diligence process for acquisitions and other corporate finance activities.
- Collaborate with cross-functional teams, including portfolio managers, operations, and compliance, to provide financial insights.
- Identify opportunities for process improvement and efficiency gains within financial operations.
- Ensure compliance with all relevant financial regulations and reporting requirements.
- Perform ad-hoc financial analysis as requested by management.
- Maintain strong relationships with internal stakeholders and external financial partners.
Qualifications:
- Bachelor's degree in Finance, Economics, Accounting, or a related quantitative field. A Master's degree or CFA designation is highly desirable.
- Minimum of 5 years of relevant experience in financial analysis, investment banking, corporate finance, or a related field.
- Proven expertise in financial modeling, valuation techniques, and quantitative analysis.
- Strong understanding of investment management principles, financial markets, and various asset classes.
- Proficiency in financial software and tools, including Excel (advanced functions, VBA), financial databases (e.g., Bloomberg, Refinitiv), and ERP systems.
- Excellent analytical, problem-solving, and critical thinking skills.
- Strong written and verbal communication skills, with the ability to present complex financial information clearly and concisely.
- Ability to work independently and manage multiple priorities in a hybrid work environment.
- High level of integrity and attention to detail.
- Experience in project management is a plus.
- Demonstrated ability to work effectively in a team-oriented environment.
This is an excellent opportunity for a talented financial professional to contribute significantly to a leading investment management firm in Jacksonville. Join our team and play a key role in driving financial success.
Investment Management Specialist
Posted 15 days ago
Job Viewed
Job Description
San Antonio, Texas
**To proceed with your application, you must be at least 18 years of age.**
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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.
Junior Investment Management Analyst
Posted today
Job Viewed
Job Description
Rise48 Equity is a growing multi-family real estate investments firm. We are committed to preserving affordable housing through acquisition of existing apartment communities while in return, providing cash flow and appreciation to its investors.
About the Role
Rise48 Equity is seeking an Entry-Level Investment Analys t to join our investments team. This role is designed for a recent graduate or early-career professional with a strong interest in real estate private equity, financial modeling, and transaction execution.
You will receive hands-on experience in assisting with building financial models from scratch, analyzing large multifamily portfolios, and supporting live transactions. The position is structured as 50% financial analysis and 50% transaction coordination, offering exposure to both the analytical and execution sides of real estate investing in order to facilitate career growth within Rise48.
Please click this link to apply:
Key Responsibilities
Transactions & Due Diligence (65%)
- Support the full lifecycle of acquisitions, refinances, and dispositions from contract to closing.
- Collect and review due diligence items (title, surveys, zoning, insurance, third-party reports).
- Draft and track agreements, loan documents, amendments, and closing statements.
- Liaise with title companies, lenders, attorneys, and internal teams to resolve issues and
Portfolio Performance & Reporting (25%)
- Review property operating statements, budgets, and KPIs to track portfolio performance.
- Conduct market research on rent comps, sales comps, and demographics.
- Assist in preparing reports, forecasts, and presentations for senior leadership and investors.
- Meet deadlines.
Financial Analysis & Ad-Hoc Support (10%)
- Maintain and adjust Excel financial models from the ground up to assist in performing sensitivity and scenario analyses to evaluate risk-adjusted returns.
- Analyze property-level data (NOI, rents, occupancy, expenses, capital projects) to identify trends and performance drivers.
Qualifications
- Bachelor’s degree in Finance, Economics, Real Estate, Accounting, or related field.
- Strong Excel skills and interest in financial modeling and real estate investment.
- 0–2 years of relevant experience (internships welcome).
- Detail-oriented, analytical, and highly organized.
- Strong communication skills and ability to thrive in a fast-paced environment.
- Strong written and verbal communication skills with a high level of attention to detail.
- Self-motivated, proactive, and eager to learn in a collaborative environment.
What We Offer
- Competitive base salary and discretionary performance-based bonus.
- Comprehensive benefits include medical, dental, and vision coverage.
- 401(k) program to help you plan for the future.
- Opportunities for professional growth and development within a rapidly expanding company.
- A collaborative, fast-paced work environment with regular team building and employee appreciation events.
Why Join Us
This role offers a unique opportunity to gain experience across both financial analysis and transaction management, giving you a well-rounded foundation in real estate investment. As part of a rapidly growing firm, you’ll work closely with senior team members, gaining exposure to all aspects of the investment lifecycle, while contributing to meaningful projects and successful acquisitions.
Investment Management Program Manager
Posted today
Job Viewed
Job Description
Alternative Investment Operations & Accounting Ecosystem Project Manager
Full-Time
Boston, MA or Springfield, MA
The Opportunity
The Corporate Function Program Management Office (CFPMO) is seeking an experienced project manager to support the long-term programs to implement the target state operating models and other strategy changes across our finance, investments, and risk organizations. In this role, you will report directly to the CFPMO Portfolio Lead and be accountable for the planning, day-to-day execution, management, implementation and reporting of investment operations & accounting projects while using the defined project management (PM) processes and standards. The CFPMO PM process is designed to support the CFPMO’s mission to increase the value impact of change efforts across MassMutual’s corporate functions. As a CFPMO Project Manager, you will execute by following a standardized process for project initiation, planning, execution, and close. Project managers will partner and support project sponsors, work with program managers and portfolio leads in developing required detailed project artifacts tailored to project complexity.
The Team
The CFPMO oversees the execution of initiatives across Corporate Finance, Enterprise Risk, Investment Management, Law, and HR & Employee Experience, as well as defines and owns project management standards across the company. The team is focused on driving and aligning critical programs and projects across our Corporate Functions, creating more visibility into this work, while enabling better prioritization, collaboration, and execution.
We are a team of self-starters, who enjoy solving complex business problems with proven track records of excellence in project management and the ability to quickly structure and manage work in a dynamic, complex environment.
The Impact:
As a Corporate Function Project Manager focused on investment operations & investment accounting projects, you will:
- Bring an understanding of how alternative instruments & alternative products work in financial services to accomplish the following
- Partner with Project Sponsors and Functional Managers to compile Discovery artifacts such as a Cost Benefit Analysis (CBA), Project Charter, high level Resource Plan, and high-level Milestone Plan to be reviewed to receive Discovery Funding
- Develop and maintain required Detailed Planning artifacts and manage plan execution
- Determine project scope and manage scope execution across multiple large projects or medium to large programs where scope is subject to change, contains high complexity and high degree of risk, large number of resources, and complex organizational change issues that support complex enterprise or strategic corporate goals
- Develop financial forecasts, record cost variance, anticipate and address delivery challenges, and request budget changes if needed following associated Change Request Process
- Develop high-level milestones during Discovery and develop detailed project schedules during Detailed Planning
- Works with a high degree of autonomy to apply industry leading project and program management knowledge to refine the resource plan, develop a RACI Matrix, conduct a Key-Person Risk Assessment, and Third-Party Support Needs Assessment
- Ensure early identification, resolution, and escalation of project risks through maintenance of Risk and Issue Log and project Pre-Mortem activity
- Drives continuous improvement and efficiencies beyond own scope of responsibility
- Accountable for meeting all business requirements from development through implementation
The Minimum Qualifications
- Bachelor's degree or equivalent experience and expertise
- 8+ years of project management experience
- 1+ years experience with project management software including but not limited to MS Project, Smartsheet, and Jira
The Ideal Qualifications
- 10+ years of project management experience, 5+ within a PMO
- 8+ years of experience leading projects impacting core Investment Management and Capital Market systems and business process.
- Experience leading projects related to improving investment operations & investment accounting processes, technologies, and overall organizational design spanning public & private asset classes
- Project Management Professional (PMP) certification or equivalent
- Agile/Waterfall project management experience
- Excellent communication (written and verbal) and interpersonal skills
What to Expect as Part of MassMutual and the Team
- Regular meetings with the CFPMO
- Focused one-on-one meetings with your manager
- Networking opportunities including access to Asian, Hispanic/Latinx, African American, women, LGBTQIA+, veteran and disability-focused Business Resource Groups
- Access to learning content on Degreed and other informational platforms
- Your ethics and integrity will be valued by a company with a strong and stable ethical business with industry leading pay and benefits
#LI-DM2
#CFPMO
MassMutual is an equal employment opportunity employer. We welcome all persons to apply. If you need an accommodation to complete the application process, please contact us and share the specifics of the assistance you need.Investment Management Regulatory Associate
Posted 3 days ago
Job Viewed
Job Description
We are a premier global law firm with a market-leading Investment Funds practice. Our regulatory team handles sophisticated matters from fund formation and fundraising to SEC examinations and enforcement issues, serving fund sponsors, institutional investors, and investment managers. With a deep bench of experienced attorneys, including former government lawyers, we deliver exceptional client service on complex investment funds regulatory matters.
Why join us?
Join a firm where excellence is the standard and accelerate your career in investment funds regulation. Our collaborative culture ensures entry-level associates gain exposure to high-stakes regulatory work, providing an unparalleled path to expertise. We offer competitive compensation, comprehensive benefits, and exceptional growth opportunities in one of the most sophisticated areas of securities law.
Job Details
Education: JD required, Illinois Bar admission
Location: Chicago - on site
Practice Area: Investment Funds Regulatory
Top tier academic credentials and GPA
Key Focus: Investment management regulatory compliance, securities filings, fund structuring, and advisory services
Responsibilities:
- Analyze investment vehicle documentation and operational agreements
- Counsel clients on regulatory requirements and compliance frameworks
- Draft regulatory submissions and government filings
- Navigate regulatory inquiries and enforcement proceedings
- Support fund launches, structuring initiatives, and deal execution
- Provide strategic counsel to investment managers and capital providers
Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot's policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.
Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.
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Investment Management System BA
Posted 3 days ago
Job Viewed
Job Description
Job Duration: 12 Months of Contract role
Job Location: Newark, NJ - 07102 (Hybrid)
Client: Prudential
Pay Rate: $65.00 on C2C
USC, H4-EAD, H1B, TN, OPT-EAD
Look for local candidate and insurance or financial domain.
Need 2 profiles
PAM doesn't have a full form name. It is the Insurance Investment Accounting platform by State Street
Required:
- BA or BS degree in a related field or equivalent experience.
- Professional experience with PAM for Investments including the following:
- Software implementation (Requirements Analysis, Business Process Design, Configuration, Testing)
- Software integration
- Training
- Software support
- Possesses superior client relationship skills
- Exceptional written and verbal communications skills
- Self-starter, quick learner, and team player
- Proficient in Microsoft Excel, PowerPoint and Word
- Experience with PRISM investment accounting system or SS&C is a plus
Responsibilities:
- Work with the team to provide a broad range of implementation and integration tasks including requirements analysis, system configuration, testing, training, and post-implementation support.
- Interaction with leadership to define project goals, execute against plan and manage issues and risks.
Junior Investment Management Analyst (Scottsdale)
Posted today
Job Viewed
Job Description
Rise48 Equity is a growing multi-family real estate investments firm. We are committed to preserving affordable housing through acquisition of existing apartment communities while in return, providing cash flow and appreciation to its investors.
About the Role
Rise48 Equity is seeking an Entry-Level Investment Analys t to join our investments team. This role is designed for a recent graduate or early-career professional with a strong interest in real estate private equity, financial modeling, and transaction execution.
You will receive hands-on experience in assisting with building financial models from scratch, analyzing large multifamily portfolios, and supporting live transactions. The position is structured as 50% financial analysis and 50% transaction coordination, offering exposure to both the analytical and execution sides of real estate investing in order to facilitate career growth within Rise48.
Please click this link to apply:
Key Responsibilities
Transactions & Due Diligence (65%)
- Support the full lifecycle of acquisitions, refinances, and dispositions from contract to closing.
- Collect and review due diligence items (title, surveys, zoning, insurance, third-party reports).
- Draft and track agreements, loan documents, amendments, and closing statements.
- Liaise with title companies, lenders, attorneys, and internal teams to resolve issues and
Portfolio Performance & Reporting (25%)
- Review property operating statements, budgets, and KPIs to track portfolio performance.
- Conduct market research on rent comps, sales comps, and demographics.
- Assist in preparing reports, forecasts, and presentations for senior leadership and investors.
- Meet deadlines.
Financial Analysis & Ad-Hoc Support (10%)
- Maintain and adjust Excel financial models from the ground up to assist in performing sensitivity and scenario analyses to evaluate risk-adjusted returns.
- Analyze property-level data (NOI, rents, occupancy, expenses, capital projects) to identify trends and performance drivers.
Qualifications
- Bachelors degree in Finance, Economics, Real Estate, Accounting, or related field.
- Strong Excel skills and interest in financial modeling and real estate investment.
- 02 years of relevant experience (internships welcome).
- Detail-oriented, analytical, and highly organized.
- Strong communication skills and ability to thrive in a fast-paced environment.
- Strong written and verbal communication skills with a high level of attention to detail.
- Self-motivated, proactive, and eager to learn in a collaborative environment.
What We Offer
- Competitive base salary and discretionary performance-based bonus.
- Comprehensive benefits include medical, dental, and vision coverage.
- 401(k) program to help you plan for the future.
- Opportunities for professional growth and development within a rapidly expanding company.
- A collaborative, fast-paced work environment with regular team building and employee appreciation events.
Why Join Us
This role offers a unique opportunity to gain experience across both financial analysis and transaction management, giving you a well-rounded foundation in real estate investment. As part of a rapidly growing firm, youll work closely with senior team members, gaining exposure to all aspects of the investment lifecycle, while contributing to meaningful projects and successful acquisitions.
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Investment Management Program Manager (MassMutal)
Posted today
Job Viewed
Job Description
Alternative Investment Operations & Accounting Ecosystem Project Manager
Full-Time
Boston, MA or Springfield, MA
The Opportunity
The Corporate Function Program Management Office (CFPMO) is seeking an experienced project manager to support the long-term programs to implement the target state operating models and other strategy changes across our finance, investments, and risk organizations. In this role, you will report directly to the CFPMO Portfolio Lead and be accountable for the planning, day-to-day execution, management, implementation and reporting of investment operations & accounting projects while using the defined project management (PM) processes and standards. The CFPMO PM process is designed to support the CFPMO’s mission to increase the value impact of change efforts across MassMutual’s corporate functions. As a CFPMO Project Manager, you will execute by following a standardized process for project initiation, planning, execution, and close. Project managers will partner and support project sponsors, work with program managers and portfolio leads in developing required detailed project artifacts tailored to project complexity.
The Team
The CFPMO oversees the execution of initiatives across Corporate Finance, Enterprise Risk, Investment Management, Law, and HR & Employee Experience, as well as defines and owns project management standards across the company. The team is focused on driving and aligning critical programs and projects across our Corporate Functions, creating more visibility into this work, while enabling better prioritization, collaboration, and execution.
We are a team of self-starters, who enjoy solving complex business problems with proven track records of excellence in project management and the ability to quickly structure and manage work in a dynamic, complex environment.
The Impact:
As a Corporate Function Project Manager focused on investment operations & investment accounting projects, you will:
- Bring an understanding of how alternative instruments & alternative products work in financial services to accomplish the following
- Partner with Project Sponsors and Functional Managers to compile Discovery artifacts such as a Cost Benefit Analysis (CBA), Project Charter, high level Resource Plan, and high-level Milestone Plan to be reviewed to receive Discovery Funding
- Develop and maintain required Detailed Planning artifacts and manage plan execution
- Determine project scope and manage scope execution across multiple large projects or medium to large programs where scope is subject to change, contains high complexity and high degree of risk, large number of resources, and complex organizational change issues that support complex enterprise or strategic corporate goals
- Develop financial forecasts, record cost variance, anticipate and address delivery challenges, and request budget changes if needed following associated Change Request Process
- Develop high-level milestones during Discovery and develop detailed project schedules during Detailed Planning
- Works with a high degree of autonomy to apply industry leading project and program management knowledge to refine the resource plan, develop a RACI Matrix, conduct a Key-Person Risk Assessment, and Third-Party Support Needs Assessment
- Ensure early identification, resolution, and escalation of project risks through maintenance of Risk and Issue Log and project Pre-Mortem activity
- Drives continuous improvement and efficiencies beyond own scope of responsibility
- Accountable for meeting all business requirements from development through implementation
The Minimum Qualifications
- Bachelor's degree or equivalent experience and expertise
- 8+ years of project management experience
- 1+ years experience with project management software including but not limited to MS Project, Smartsheet, and Jira
The Ideal Qualifications
- 10+ years of project management experience, 5+ within a PMO
- 8+ years of experience leading projects impacting core Investment Management and Capital Market systems and business process.
- Experience leading projects related to improving investment operations & investment accounting processes, technologies, and overall organizational design spanning public & private asset classes
- Project Management Professional (PMP) certification or equivalent
- Agile/Waterfall project management experience
- Excellent communication (written and verbal) and interpersonal skills
What to Expect as Part of MassMutual and the Team
- Regular meetings with the CFPMO
- Focused one-on-one meetings with your manager
- Networking opportunities including access to Asian, Hispanic/Latinx, African American, women, LGBTQIA+, veteran and disability-focused Business Resource Groups
- Access to learning content on Degreed and other informational platforms
- Your ethics and integrity will be valued by a company with a strong and stable ethical business with industry leading pay and benefits
#LI-DM2
#CFPMO
MassMutual is an equal employment opportunity employer. We welcome all persons to apply. If you need an accommodation to complete the application process, please contact us and share the specifics of the assistance you need.Investment Management Program Manager (MassMutal)
Posted today
Job Viewed
Job Description
Alternative Investment Operations & Accounting Ecosystem Project Manager
Full-Time
Boston, MA or Springfield, MA
The Opportunity
The Corporate Function Program Management Office (CFPMO) is seeking an experienced project manager to support the long-term programs to implement the target state operating models and other strategy changes across our finance, investments, and risk organizations. In this role, you will report directly to the CFPMO Portfolio Lead and be accountable for the planning, day-to-day execution, management, implementation and reporting of investment operations & accounting projects while using the defined project management (PM) processes and standards. The CFPMO PM process is designed to support the CFPMO’s mission to increase the value impact of change efforts across MassMutual’s corporate functions. As a CFPMO Project Manager, you will execute by following a standardized process for project initiation, planning, execution, and close. Project managers will partner and support project sponsors, work with program managers and portfolio leads in developing required detailed project artifacts tailored to project complexity.
The Team
The CFPMO oversees the execution of initiatives across Corporate Finance, Enterprise Risk, Investment Management, Law, and HR & Employee Experience, as well as defines and owns project management standards across the company. The team is focused on driving and aligning critical programs and projects across our Corporate Functions, creating more visibility into this work, while enabling better prioritization, collaboration, and execution.
We are a team of self-starters, who enjoy solving complex business problems with proven track records of excellence in project management and the ability to quickly structure and manage work in a dynamic, complex environment.
The Impact:
As a Corporate Function Project Manager focused on investment operations & investment accounting projects, you will:
- Bring an understanding of how alternative instruments & alternative products work in financial services to accomplish the following
- Partner with Project Sponsors and Functional Managers to compile Discovery artifacts such as a Cost Benefit Analysis (CBA), Project Charter, high level Resource Plan, and high-level Milestone Plan to be reviewed to receive Discovery Funding
- Develop and maintain required Detailed Planning artifacts and manage plan execution
- Determine project scope and manage scope execution across multiple large projects or medium to large programs where scope is subject to change, contains high complexity and high degree of risk, large number of resources, and complex organizational change issues that support complex enterprise or strategic corporate goals
- Develop financial forecasts, record cost variance, anticipate and address delivery challenges, and request budget changes if needed following associated Change Request Process
- Develop high-level milestones during Discovery and develop detailed project schedules during Detailed Planning
- Works with a high degree of autonomy to apply industry leading project and program management knowledge to refine the resource plan, develop a RACI Matrix, conduct a Key-Person Risk Assessment, and Third-Party Support Needs Assessment
- Ensure early identification, resolution, and escalation of project risks through maintenance of Risk and Issue Log and project Pre-Mortem activity
- Drives continuous improvement and efficiencies beyond own scope of responsibility
- Accountable for meeting all business requirements from development through implementation
The Minimum Qualifications
- Bachelor's degree or equivalent experience and expertise
- 8+ years of project management experience
- 1+ years experience with project management software including but not limited to MS Project, Smartsheet, and Jira
The Ideal Qualifications
- 10+ years of project management experience, 5+ within a PMO
- 8+ years of experience leading projects impacting core Investment Management and Capital Market systems and business process.
- Experience leading projects related to improving investment operations & investment accounting processes, technologies, and overall organizational design spanning public & private asset classes
- Project Management Professional (PMP) certification or equivalent
- Agile/Waterfall project management experience
- Excellent communication (written and verbal) and interpersonal skills
What to Expect as Part of MassMutual and the Team
- Regular meetings with the CFPMO
- Focused one-on-one meetings with your manager
- Networking opportunities including access to Asian, Hispanic/Latinx, African American, women, LGBTQIA+, veteran and disability-focused Business Resource Groups
- Access to learning content on Degreed and other informational platforms
- Your ethics and integrity will be valued by a company with a strong and stable ethical business with industry leading pay and benefits
#LI-DM2
#CFPMO
MassMutual is an equal employment opportunity employer. We welcome all persons to apply. If you need an accommodation to complete the application process, please contact us and share the specifics of the assistance you need.Investment Management Technology (IMT) Lead
Posted 1 day ago
Job Viewed
Job Description
As the nation's leading health solutions company, we reach millions of Americans through our local presence, digital channels and more than 300,000 purpose-driven colleagues - caring for people where, when and how they choose in a way that is uniquely more connected, more convenient and more compassionate. And we do it all with heart, each and every day.
**Investment Management Technology Lead (IMT Lead)**
CVS is hiring an **Investment Management Technology Lead** to drive digital transformation for a $37+ billion multi-asset investment portfolio. This role combines investment acumen with technical leadership to modernize systems, align technology with business goals, and deliver scalable, future-ready solutions. This role will be responsible for auditing current tools, suggesting enhancements, researching and presenting additional tools, implementations and maintenance and enhancements of new additions.
**Key Responsibilities**
+ **Strategic Leadership** : Develop and execute a flexible investment technology roadmap with asset class heads.
+ **Team leadership:** Lead a develop a team of developers.
+ **Technology Oversight** : Assess and upgrade infrastructure, including databases, software, and front-end systems.
+ **Innovation** : Identify and implement emerging technologies to enhance investment processes.
+ **Execution & Enhancement** : Lead implementation, testing, and ongoing improvements; manage enhancement requests.
+ **Collaboration** : Partner with investment teams, project managers, and IT (CVS and PIM) to ensure alignment and effective communication.
**Required Qualifications:**
+ 10+ years of experience; 6+ in technology consulting or software engineering, 3+ in architecture.
+ Bachelor's in IT, Computer Science, Engineering, or related field (Master's preferred).
+ Understanding of financial services or asset management.
+ Proficiency in Azure, data modeling, real-time data processing, and multiple programming languages.
**Preferred:**
+ PMP, CAD, or CFA certification.
+ Experience with investment systems, financial markets, and software development.
+ Experience with investment operations (e.g., NAV, pricing, regulatory reporting).
+ Background in building financial reporting systems and user-facing applications.
This role is not able to provide sponsorship at this time
**Pay Range**
The typical pay range for this role is:
$00,000.00 - 231,540.00
This pay range represents the base hourly rate or base annual full-time salary for all positions in the job grade within which this position falls. The actual base salary offer will depend on a variety of factors including experience, education, geography and other relevant factors. This position is eligible for a CVS Health bonus, commission or short-term incentive program in addition to the base pay range listed above. This position also includes an award target in the company's equity award program.
Our people fuel our future. Our teams reflect the customers, patients, members and communities we serve and we are committed to fostering a workplace where every colleague feels valued and that they belong.
**Great benefits for great people**
We take pride in our comprehensive and competitive mix of pay and benefits - investing in the physical, emotional and financial wellness of our colleagues and their families to help them be the healthiest they can be. In addition to our competitive wages, our great benefits include:
+ **Affordable medical plan options,** a **401(k) plan** (including matching company contributions), and an **employee stock purchase plan** .
+ **No-cost programs for all colleagues** including wellness screenings, tobacco cessation and weight management programs, confidential counseling and financial coaching.
+ **Benefit solutions that address the different needs and preferences of our colleagues** including paid time off, flexible work schedules, family leave, dependent care resources, colleague assistance programs, tuition assistance, retiree medical access and many other benefits depending on eligibility.
For more information, visit anticipate the application window for this opening will close on: 11/24/2025
Qualified applicants with arrest or conviction records will be considered for employment in accordance with all federal, state and local laws.
We are an equal opportunity and affirmative action employer. We do not discriminate in recruiting, hiring, promotion, or any other personnel action based on race, ethnicity, color, national origin, sex/gender, sexual orientation, gender identity or expression, religion, age, disability, protected veteran status, or any other characteristic protected by applicable federal, state, or local law.