1,073 Capital Allocation jobs in the United States
FP&A Planning & Capital Allocation Leader
60684 Chicago, Illinois
GE HealthCare
Posted 1 day ago
Job Viewed
Job Description
**Job Description Summary**
As the AVS FP&A Planning & Capital Allocation Leader, you will be responsible for leading our long-term planning sessions and annual budgeting cycles. The role will be key in partnering with AVS operational leaders linking financial outcomes with strategic, operational
outcomes.
GE HealthCare is a leading global medical technology and digital solutions innovator. Our mission is to improve lives in the moments that matter. Unlock your ambition, turn ideas into world-changing realities, and join an organization where every voice makes a difference, and every difference builds a healthier world.
**Job Description**
**Roles and Responsibilities**
+ Lead 3-year long term strategy and financial plan to deliver organic growth, margin, and cash in line with business expectations. Build detailed analysis and backups in preparation for financial reviews.
+ Partner with operating leaders to lead the financial aspects of the World Wide Product Planning (WWPP) process, Long Term Strategy (LTS) process, and Budget cycle.
+ Develop strong understanding of day, week, month, quarter activities and provide insights on trends and business performance by key drivers as needed: volume, pricing, mix, EOP & inflation, investments & cost productivity, FX.
+ Analyze data of key competitors & customers to provide relative market comparisons & put GE HealthCare performance in context
+ Prepare presentations for external communications and ad-hoc analysis to support of the AVS CFO/FP&A team (e.g. preparing for IR cycles, Board presentations, and other reviews and presentations as needed)
+ Track performance against externally communicated financial guidance; proactively identify any points of variation & partner with Group FP&A and Investor Relations team on how to address accordingly
+ Support Leadership team and BD on strategic discussions related to partnerships and / or acquisitions.
**Qualifications**
+ Bachelor degree in Finance, Accounting or Economics
+ Minimum 8 + years of operating finance expertise and rigor
+ Accountable for delivering financial performance quarterly, annually, and longer term
+ Demonstrated depth and breadth in FP&A expertise from prior assignments
+ Ability to manage multiple high priorities and high visibility deliverables
+ Operates across all levels of the organization
+ Excellent executive presentation, facilitation, and communication skills
+ Prior exposure to investor relations, Board of Directors, external investors
**Desired Characteristics**
+ Contributes to the success and foundations of a first-time public company
+ Strong critical thinking and capable of challenging senior and line management in a constructive, balanced way, offering solutions and fresh thinking.
+ Experience working in a matrixed environment.
+ People leadership experience and coaching skill
We expect all employees to live and breathe our behaviors: to act with humility and build trust; lead with transparency; deliver with focus, and drive ownership -always with unyielding integrity.
Our **total rewards** are designed to unlock your ambition by giving you the boost and flexibility you need to turn your ideas into world-changing realities. Our salary and benefits are everything you'd expect from an organization with global strength and scale, and you'll be surrounded by career opportunities in a culture that fosters care, collaboration, and support.
#LI-BR3
#LI-Onsite/Hybrid
We will not sponsor individuals for employment visas, now or in the future, for this job opening.
**Additional Information**
GE HealthCare offers a great work environment, professional development, challenging careers, and competitive compensation. GE HealthCare is an Equal Opportunity Employer ( . Employment decisions are made without regard to race, color, religion, national or ethnic origin, sex, sexual orientation, gender identity or expression, age, disability, protected veteran status or other characteristics protected by law.
GE HealthCare will only employ those who are legally authorized to work in the United States for this opening. Any offer of employment is conditioned upon the successful completion of a drug screen (as applicable).
While GE HealthCare does not currently require U.S. employees to be vaccinated against COVID-19, some GE HealthCare customers have vaccination mandates that may apply to certain GE HealthCare employees.
**Relocation Assistance Provided:** No
As the AVS FP&A Planning & Capital Allocation Leader, you will be responsible for leading our long-term planning sessions and annual budgeting cycles. The role will be key in partnering with AVS operational leaders linking financial outcomes with strategic, operational
outcomes.
GE HealthCare is a leading global medical technology and digital solutions innovator. Our mission is to improve lives in the moments that matter. Unlock your ambition, turn ideas into world-changing realities, and join an organization where every voice makes a difference, and every difference builds a healthier world.
**Job Description**
**Roles and Responsibilities**
+ Lead 3-year long term strategy and financial plan to deliver organic growth, margin, and cash in line with business expectations. Build detailed analysis and backups in preparation for financial reviews.
+ Partner with operating leaders to lead the financial aspects of the World Wide Product Planning (WWPP) process, Long Term Strategy (LTS) process, and Budget cycle.
+ Develop strong understanding of day, week, month, quarter activities and provide insights on trends and business performance by key drivers as needed: volume, pricing, mix, EOP & inflation, investments & cost productivity, FX.
+ Analyze data of key competitors & customers to provide relative market comparisons & put GE HealthCare performance in context
+ Prepare presentations for external communications and ad-hoc analysis to support of the AVS CFO/FP&A team (e.g. preparing for IR cycles, Board presentations, and other reviews and presentations as needed)
+ Track performance against externally communicated financial guidance; proactively identify any points of variation & partner with Group FP&A and Investor Relations team on how to address accordingly
+ Support Leadership team and BD on strategic discussions related to partnerships and / or acquisitions.
**Qualifications**
+ Bachelor degree in Finance, Accounting or Economics
+ Minimum 8 + years of operating finance expertise and rigor
+ Accountable for delivering financial performance quarterly, annually, and longer term
+ Demonstrated depth and breadth in FP&A expertise from prior assignments
+ Ability to manage multiple high priorities and high visibility deliverables
+ Operates across all levels of the organization
+ Excellent executive presentation, facilitation, and communication skills
+ Prior exposure to investor relations, Board of Directors, external investors
**Desired Characteristics**
+ Contributes to the success and foundations of a first-time public company
+ Strong critical thinking and capable of challenging senior and line management in a constructive, balanced way, offering solutions and fresh thinking.
+ Experience working in a matrixed environment.
+ People leadership experience and coaching skill
We expect all employees to live and breathe our behaviors: to act with humility and build trust; lead with transparency; deliver with focus, and drive ownership -always with unyielding integrity.
Our **total rewards** are designed to unlock your ambition by giving you the boost and flexibility you need to turn your ideas into world-changing realities. Our salary and benefits are everything you'd expect from an organization with global strength and scale, and you'll be surrounded by career opportunities in a culture that fosters care, collaboration, and support.
#LI-BR3
#LI-Onsite/Hybrid
We will not sponsor individuals for employment visas, now or in the future, for this job opening.
**Additional Information**
GE HealthCare offers a great work environment, professional development, challenging careers, and competitive compensation. GE HealthCare is an Equal Opportunity Employer ( . Employment decisions are made without regard to race, color, religion, national or ethnic origin, sex, sexual orientation, gender identity or expression, age, disability, protected veteran status or other characteristics protected by law.
GE HealthCare will only employ those who are legally authorized to work in the United States for this opening. Any offer of employment is conditioned upon the successful completion of a drug screen (as applicable).
While GE HealthCare does not currently require U.S. employees to be vaccinated against COVID-19, some GE HealthCare customers have vaccination mandates that may apply to certain GE HealthCare employees.
**Relocation Assistance Provided:** No
View Now
0
FP&A Planning & Capital Allocation Leader
53189 Waukesha, Wisconsin
GE HealthCare
Posted 8 days ago
Job Viewed
Job Description
**Job Description Summary**
As the AVS FP&A Planning & Capital Allocation Leader, you will be responsible for leading our long-term planning sessions and annual budgeting cycles. The role will be key in partnering with AVS operational leaders linking financial outcomes with strategic, operational
outcomes.
GE HealthCare is a leading global medical technology and digital solutions innovator. Our mission is to improve lives in the moments that matter. Unlock your ambition, turn ideas into world-changing realities, and join an organization where every voice makes a difference, and every difference builds a healthier world.
**Job Description**
**Roles and Responsibilities**
+ Lead 3-year long term strategy and financial plan to deliver organic growth, margin, and cash in line with business expectations. Build detailed analysis and backups in preparation for financial reviews.
+ Partner with operating leaders to lead the financial aspects of the World Wide Product Planning (WWPP) process, Long Term Strategy (LTS) process, and Budget cycle.
+ Develop strong understanding of day, week, month, quarter activities and provide insights on trends and business performance by key drivers as needed: volume, pricing, mix, EOP & inflation, investments & cost productivity, FX.
+ Analyze data of key competitors & customers to provide relative market comparisons & put GE HealthCare performance in context
+ Prepare presentations for external communications and ad-hoc analysis to support of the AVS CFO/FP&A team (e.g. preparing for IR cycles, Board presentations, and other reviews and presentations as needed)
+ Track performance against externally communicated financial guidance; proactively identify any points of variation & partner with Group FP&A and Investor Relations team on how to address accordingly
+ Support Leadership team and BD on strategic discussions related to partnerships and / or acquisitions.
**Qualifications**
+ Bachelor degree in Finance, Accounting or Economics
+ Minimum 8 + years of operating finance expertise and rigor
+ Accountable for delivering financial performance quarterly, annually, and longer term
+ Demonstrated depth and breadth in FP&A expertise from prior assignments
+ Ability to manage multiple high priorities and high visibility deliverables
+ Operates across all levels of the organization
+ Excellent executive presentation, facilitation, and communication skills
+ Prior exposure to investor relations, Board of Directors, external investors
**Desired Characteristics**
+ Contributes to the success and foundations of a first-time public company
+ Strong critical thinking and capable of challenging senior and line management in a constructive, balanced way, offering solutions and fresh thinking.
+ Experience working in a matrixed environment.
+ People leadership experience and coaching skill
We expect all employees to live and breathe our behaviors: to act with humility and build trust; lead with transparency; deliver with focus, and drive ownership -always with unyielding integrity.
Our **total rewards** are designed to unlock your ambition by giving you the boost and flexibility you need to turn your ideas into world-changing realities. Our salary and benefits are everything you'd expect from an organization with global strength and scale, and you'll be surrounded by career opportunities in a culture that fosters care, collaboration, and support.
#LI-BR3
#LI-Onsite/Hybrid
We will not sponsor individuals for employment visas, now or in the future, for this job opening.
**Additional Information**
GE HealthCare offers a great work environment, professional development, challenging careers, and competitive compensation. GE HealthCare is an Equal Opportunity Employer ( . Employment decisions are made without regard to race, color, religion, national or ethnic origin, sex, sexual orientation, gender identity or expression, age, disability, protected veteran status or other characteristics protected by law.
GE HealthCare will only employ those who are legally authorized to work in the United States for this opening. Any offer of employment is conditioned upon the successful completion of a drug screen (as applicable).
While GE HealthCare does not currently require U.S. employees to be vaccinated against COVID-19, some GE HealthCare customers have vaccination mandates that may apply to certain GE HealthCare employees.
**Relocation Assistance Provided:** No
As the AVS FP&A Planning & Capital Allocation Leader, you will be responsible for leading our long-term planning sessions and annual budgeting cycles. The role will be key in partnering with AVS operational leaders linking financial outcomes with strategic, operational
outcomes.
GE HealthCare is a leading global medical technology and digital solutions innovator. Our mission is to improve lives in the moments that matter. Unlock your ambition, turn ideas into world-changing realities, and join an organization where every voice makes a difference, and every difference builds a healthier world.
**Job Description**
**Roles and Responsibilities**
+ Lead 3-year long term strategy and financial plan to deliver organic growth, margin, and cash in line with business expectations. Build detailed analysis and backups in preparation for financial reviews.
+ Partner with operating leaders to lead the financial aspects of the World Wide Product Planning (WWPP) process, Long Term Strategy (LTS) process, and Budget cycle.
+ Develop strong understanding of day, week, month, quarter activities and provide insights on trends and business performance by key drivers as needed: volume, pricing, mix, EOP & inflation, investments & cost productivity, FX.
+ Analyze data of key competitors & customers to provide relative market comparisons & put GE HealthCare performance in context
+ Prepare presentations for external communications and ad-hoc analysis to support of the AVS CFO/FP&A team (e.g. preparing for IR cycles, Board presentations, and other reviews and presentations as needed)
+ Track performance against externally communicated financial guidance; proactively identify any points of variation & partner with Group FP&A and Investor Relations team on how to address accordingly
+ Support Leadership team and BD on strategic discussions related to partnerships and / or acquisitions.
**Qualifications**
+ Bachelor degree in Finance, Accounting or Economics
+ Minimum 8 + years of operating finance expertise and rigor
+ Accountable for delivering financial performance quarterly, annually, and longer term
+ Demonstrated depth and breadth in FP&A expertise from prior assignments
+ Ability to manage multiple high priorities and high visibility deliverables
+ Operates across all levels of the organization
+ Excellent executive presentation, facilitation, and communication skills
+ Prior exposure to investor relations, Board of Directors, external investors
**Desired Characteristics**
+ Contributes to the success and foundations of a first-time public company
+ Strong critical thinking and capable of challenging senior and line management in a constructive, balanced way, offering solutions and fresh thinking.
+ Experience working in a matrixed environment.
+ People leadership experience and coaching skill
We expect all employees to live and breathe our behaviors: to act with humility and build trust; lead with transparency; deliver with focus, and drive ownership -always with unyielding integrity.
Our **total rewards** are designed to unlock your ambition by giving you the boost and flexibility you need to turn your ideas into world-changing realities. Our salary and benefits are everything you'd expect from an organization with global strength and scale, and you'll be surrounded by career opportunities in a culture that fosters care, collaboration, and support.
#LI-BR3
#LI-Onsite/Hybrid
We will not sponsor individuals for employment visas, now or in the future, for this job opening.
**Additional Information**
GE HealthCare offers a great work environment, professional development, challenging careers, and competitive compensation. GE HealthCare is an Equal Opportunity Employer ( . Employment decisions are made without regard to race, color, religion, national or ethnic origin, sex, sexual orientation, gender identity or expression, age, disability, protected veteran status or other characteristics protected by law.
GE HealthCare will only employ those who are legally authorized to work in the United States for this opening. Any offer of employment is conditioned upon the successful completion of a drug screen (as applicable).
While GE HealthCare does not currently require U.S. employees to be vaccinated against COVID-19, some GE HealthCare customers have vaccination mandates that may apply to certain GE HealthCare employees.
**Relocation Assistance Provided:** No
View Now
1
Intern, Investment Portfolio Management
06132 Hartford, Connecticut
The Hartford
Posted 1 day ago
Job Viewed
Job Description
Student Intern - HHSIAN
We're determined to make a difference and are proud to be an insurance company that goes well beyond coverages and policies. Working here means having every opportunity to achieve your goals - and to help others accomplish theirs, too. Join our team as we help shape the future.
Hartford Investment Management Company (HIMCO), a subsidiary of The Hartford Financial Services Group, is committed to being a leading provider of investment management solutions. About the internshipThis is a 10-week experience, designed to fully immerse analysts in the buy-side investment management industry by working alongside one of HIMCO's Front Office teams. Sector assignments can include positions within credit research, privates, structured credit, quantitative equity, portfolio management and macroeconomic strategy. Analysts are offered extensive development opportunities through a mentoring program, a mock-trading competition, an executive speaker series, volunteering, and social events. Analyst contributions during his/her internship will culminate in a capstone project presentation to provide an opportunity for exposure to HIMCO senior leaders. Successful summer interns may be invited back for a full time Front Office position. About the teamManaging $100B+ in AUM, HIMCO is one of the most sophisticated asset managers in the insurance industry, with our wide array of investment strategies on behalf of our clients, which include the affiliated assets of The Hartford's Insurance Company. Our investment expertise spans across the risk/return spectrum of asset classes, including fixed income, public equity, alternatives, and private markets.
What are we looking for?Our summer internship program is open to candidates currently pursuing a bachelor's degree, with an expected graduation date between December 2026 and June 2027. While there are no requirements for a specific discipline or major, our team is looking for highly motivated individuals with a strong record of academic achievement, and a demonstrated interest in financial markets.
Candidate qualities we look for include:- Deep interest and basic knowledge of financial markets- Some related course work (e.g. finance, economics, mathematics, computer science, engineering etc.) and/or student investment or finance club experience- Strong drive, attention to detail, and a self-starter with a high degree of intellectual curiosity- Strong problem-solving and analytical skills, including use of technology- Excellent time management, organizational and communications skills- Proficiency in the Microsoft Office suite of products (Excel, PowerPoint, & Word) is required. Familiarity with coding languages such as Excel VBA, R, Stata, or MATLAB, etc. are considered a plus
Compensation
The listed annualized base pay range is primarily based on analysis of similar positions in the external market. Actual base pay could vary and may be above or below the listed range based on factors including but not limited to performance, proficiency and demonstration of competencies required for the role. The base pay is just one component of The Hartford's total compensation package for employees. Other rewards may include short-term or annual bonuses, long-term incentives, and on-the-spot recognition. The annualized base pay range for this role is:
Equal Opportunity Employer/Sex/Race/Color/Veterans/Disability/Sexual Orientation/Gender Identity or Expression/Religion/Age
About Us ( | Our Culture ( | What It's Like to Work Here ( | Perks & Benefits ( day, a day to do right.
Showing up for people isn't just what we do. It's who we are - and have been for more than 200 years. We're devoted to finding innovative ways to serve our customers, communities and employees-continually asking ourselves what more we can do.
Is our policy language as simple and inclusive as it can be? Can we better help businesses navigate our ever-changing world? What else can we do to destigmatize mental health in the workplace? Can we make our communities more equitable?
That we can rise to the challenge of these questions is due in no small part to our company values that our employees have shaped and defined.
And while how we contribute looks different for each of us, it's these values that drive all of us to do more and to do better every day.
About Us ( Culture
What It's Like to Work Here ( & Benefits ( Notice ( StatementProducer Compensation ( Policy ( Privacy Policy
Your California Privacy Choices ( Privacy Policy
Canadian Privacy Policy ( Areas of LA County, CA (Applicant Information)
MA Applicant Notice (
We're determined to make a difference and are proud to be an insurance company that goes well beyond coverages and policies. Working here means having every opportunity to achieve your goals - and to help others accomplish theirs, too. Join our team as we help shape the future.
Hartford Investment Management Company (HIMCO), a subsidiary of The Hartford Financial Services Group, is committed to being a leading provider of investment management solutions. About the internshipThis is a 10-week experience, designed to fully immerse analysts in the buy-side investment management industry by working alongside one of HIMCO's Front Office teams. Sector assignments can include positions within credit research, privates, structured credit, quantitative equity, portfolio management and macroeconomic strategy. Analysts are offered extensive development opportunities through a mentoring program, a mock-trading competition, an executive speaker series, volunteering, and social events. Analyst contributions during his/her internship will culminate in a capstone project presentation to provide an opportunity for exposure to HIMCO senior leaders. Successful summer interns may be invited back for a full time Front Office position. About the teamManaging $100B+ in AUM, HIMCO is one of the most sophisticated asset managers in the insurance industry, with our wide array of investment strategies on behalf of our clients, which include the affiliated assets of The Hartford's Insurance Company. Our investment expertise spans across the risk/return spectrum of asset classes, including fixed income, public equity, alternatives, and private markets.
What are we looking for?Our summer internship program is open to candidates currently pursuing a bachelor's degree, with an expected graduation date between December 2026 and June 2027. While there are no requirements for a specific discipline or major, our team is looking for highly motivated individuals with a strong record of academic achievement, and a demonstrated interest in financial markets.
Candidate qualities we look for include:- Deep interest and basic knowledge of financial markets- Some related course work (e.g. finance, economics, mathematics, computer science, engineering etc.) and/or student investment or finance club experience- Strong drive, attention to detail, and a self-starter with a high degree of intellectual curiosity- Strong problem-solving and analytical skills, including use of technology- Excellent time management, organizational and communications skills- Proficiency in the Microsoft Office suite of products (Excel, PowerPoint, & Word) is required. Familiarity with coding languages such as Excel VBA, R, Stata, or MATLAB, etc. are considered a plus
Compensation
The listed annualized base pay range is primarily based on analysis of similar positions in the external market. Actual base pay could vary and may be above or below the listed range based on factors including but not limited to performance, proficiency and demonstration of competencies required for the role. The base pay is just one component of The Hartford's total compensation package for employees. Other rewards may include short-term or annual bonuses, long-term incentives, and on-the-spot recognition. The annualized base pay range for this role is:
Equal Opportunity Employer/Sex/Race/Color/Veterans/Disability/Sexual Orientation/Gender Identity or Expression/Religion/Age
About Us ( | Our Culture ( | What It's Like to Work Here ( | Perks & Benefits ( day, a day to do right.
Showing up for people isn't just what we do. It's who we are - and have been for more than 200 years. We're devoted to finding innovative ways to serve our customers, communities and employees-continually asking ourselves what more we can do.
Is our policy language as simple and inclusive as it can be? Can we better help businesses navigate our ever-changing world? What else can we do to destigmatize mental health in the workplace? Can we make our communities more equitable?
That we can rise to the challenge of these questions is due in no small part to our company values that our employees have shaped and defined.
And while how we contribute looks different for each of us, it's these values that drive all of us to do more and to do better every day.
About Us ( Culture
What It's Like to Work Here ( & Benefits ( Notice ( StatementProducer Compensation ( Policy ( Privacy Policy
Your California Privacy Choices ( Privacy Policy
Canadian Privacy Policy ( Areas of LA County, CA (Applicant Information)
MA Applicant Notice (
View Now
2
Lead Investment Analyst, Portfolio Management
98101 Seattle, Washington
$90000 Annually
WhatJobs
Posted today
Job Viewed
Job Description
Our client, a distinguished financial institution, is seeking an accomplished Lead Investment Analyst to join their dynamic team in Seattle, Washington, US . This critical role focuses on rigorous financial analysis, portfolio construction, and performance evaluation to support strategic investment decisions. The Lead Investment Analyst will be responsible for conducting in-depth research on various asset classes, markets, and economic trends to identify investment opportunities and risks. You will develop sophisticated financial models, perform valuation analyses, and prepare detailed reports and presentations for senior management and investment committees. Key responsibilities include monitoring portfolio performance, assessing risk exposures, and recommending adjustments to optimize asset allocation and achieve investment objectives. The ideal candidate will possess a strong understanding of investment theory, financial markets, and quantitative analysis techniques. Excellent analytical, critical thinking, and problem-solving skills are essential, along with proficiency in financial modeling software and data analysis tools. A CFA designation or progress towards one is highly desirable. You should have proven experience in portfolio management or investment research, with a track record of making sound investment recommendations. Strong communication and presentation skills are necessary to articulate complex financial information clearly and concisely. This role offers a challenging and rewarding opportunity to contribute significantly to our client's investment success and shape their portfolio strategies. Join us and be part of a collaborative team dedicated to achieving exceptional financial outcomes.
Apply Now
3
Senior Investment Analyst - Portfolio Management
78701 Austin, Texas
$100000 Annually
WhatJobs
Posted 5 days ago
Job Viewed
Job Description
Our client, a prestigious investment firm, is seeking a highly motivated and analytical Senior Investment Analyst to join their Portfolio Management team. This role is based in our vibrant Austin, Texas, US office and is critical to the success of our investment strategies. You will be responsible for conducting in-depth market research, financial modeling, and performance analysis to support investment decisions and optimize portfolio performance.
Responsibilities:
Qualifications:
This is an on-site position in our Austin, Texas, US office, offering a collaborative work environment and significant opportunities for professional growth within the financial services sector.
Responsibilities:
- Conduct comprehensive financial analysis of public and private companies, industries, and macroeconomic trends.
- Develop and maintain complex financial models to forecast company performance, value assets, and assess investment risks.
- Monitor and analyze the performance of existing investment portfolios, identifying opportunities for rebalancing and risk mitigation.
- Prepare detailed investment research reports, memos, and presentations for the Investment Committee and senior management.
- Contribute to the development and refinement of investment strategies and asset allocation frameworks.
- Engage with portfolio companies, management teams, and industry experts to gather critical information and insights.
- Evaluate new investment opportunities across various asset classes, performing due diligence and making recommendations.
- Stay informed about market developments, regulatory changes, and economic conditions that may impact investment performance.
- Collaborate effectively with traders, portfolio managers, and research associates.
Qualifications:
- Bachelor's degree in Finance, Economics, or a related quantitative field; MBA or CFA designation strongly preferred.
- Minimum of 5 years of experience in investment analysis, portfolio management, or a similar financial role.
- Proven expertise in financial modeling, valuation techniques, and quantitative analysis.
- Strong understanding of capital markets, investment strategies, and different asset classes (equities, fixed income, alternatives).
- Excellent written and verbal communication skills, with the ability to articulate complex financial concepts clearly.
- Proficiency in financial databases (e.g., Bloomberg, FactSet) and analytical software.
- High level of attention to detail and accuracy.
- Ability to work effectively under pressure and meet tight deadlines.
- Strong ethical standards and a commitment to fiduciary responsibility.
This is an on-site position in our Austin, Texas, US office, offering a collaborative work environment and significant opportunities for professional growth within the financial services sector.
Apply Now
4
Senior Investment Analyst - Portfolio Management
02108 Boston, Massachusetts
$160000 Annually
WhatJobs
Posted 7 days ago
Job Viewed
Job Description
Our client, a prestigious investment management firm, is actively seeking a Senior Investment Analyst to join their distinguished portfolio management team. This hybrid role, based in the heart of Boston, Massachusetts, US , offers a compelling blend of in-office collaboration and remote flexibility. You will play a vital role in supporting portfolio managers by conducting in-depth research and analysis of investment opportunities across various asset classes. Responsibilities include developing financial models, performing valuation analyses, assessing market trends, and making informed recommendations to optimize portfolio performance. You will be involved in the entire investment process, from idea generation and due diligence to ongoing monitoring and risk management. The ideal candidate will possess a Bachelor's degree in Finance, Economics, or a related field, with a strong preference for CFA designation or progress towards it. A minimum of 5-7 years of experience in investment analysis, equity research, or portfolio management within the financial services industry is required. Exceptional analytical, quantitative, and problem-solving skills, coupled with a deep understanding of financial markets and investment principles, are essential. Proficiency in financial modeling software and data analysis tools (e.g., Bloomberg, FactSet) is a must. Excellent written and verbal communication skills are needed to clearly present complex research findings and investment recommendations to senior management and clients. This is an outstanding opportunity to contribute to a high-performing team, work with a diverse range of sophisticated investment strategies, and further develop your career in a challenging and rewarding environment. Our client is committed to fostering professional growth and providing opportunities for advancement.
Apply Now
5
Senior Investment Analyst - Portfolio Management
80903 Colorado Springs, Colorado
$100000 Annually
WhatJobs
Posted 7 days ago
Job Viewed
Job Description
Our client, a distinguished financial institution, is seeking a highly analytical and detail-oriented Senior Investment Analyst to join their dynamic team in Colorado Springs, Colorado, US . This role is integral to the portfolio management division, focusing on conducting in-depth financial research, market analysis, and investment recommendations. You will be responsible for evaluating investment opportunities, monitoring portfolio performance, and contributing to strategic asset allocation decisions.
The Senior Investment Analyst will perform fundamental and quantitative analysis of various asset classes, including equities, fixed income, and alternative investments. You will develop financial models, forecast market trends, and assess economic indicators to inform investment strategies. Key responsibilities include preparing comprehensive investment reports, presenting findings to investment committees, and collaborating with portfolio managers to ensure alignment with client objectives and risk parameters. A deep understanding of financial markets, investment products, and regulatory requirements is essential. The ideal candidate will possess exceptional analytical skills, strong quantitative capabilities, and a proven track record in investment research. This hybrid position requires a balance of focused analytical work performed remotely and collaborative in-person sessions with the team and senior management. Your ability to communicate complex financial concepts clearly and concisely, both verbally and in writing, will be crucial. We are looking for a driven individual who can contribute to maximizing portfolio returns while managing risk effectively. The successful candidate will demonstrate a strong work ethic, intellectual curiosity, and a commitment to ethical conduct within the financial industry.
Qualifications: A Bachelor's degree in Finance, Economics, Mathematics, or a related field. A Master's degree or CFA designation is strongly preferred. Minimum of 7 years of experience in investment analysis, portfolio management, or a similar role within the financial services industry. Proven expertise in financial modeling, valuation techniques, and quantitative analysis. Strong knowledge of various asset classes, financial markets, and investment strategies. Excellent written and verbal communication skills, with the ability to present complex information clearly. Proficiency in financial databases (e.g., Bloomberg, Refinitiv) and analytical software. Ability to work independently and as part of a team in a fast-paced, deadline-driven environment. Strong understanding of risk management principles. Series 7, 63, or equivalent licenses are a plus.
The Senior Investment Analyst will perform fundamental and quantitative analysis of various asset classes, including equities, fixed income, and alternative investments. You will develop financial models, forecast market trends, and assess economic indicators to inform investment strategies. Key responsibilities include preparing comprehensive investment reports, presenting findings to investment committees, and collaborating with portfolio managers to ensure alignment with client objectives and risk parameters. A deep understanding of financial markets, investment products, and regulatory requirements is essential. The ideal candidate will possess exceptional analytical skills, strong quantitative capabilities, and a proven track record in investment research. This hybrid position requires a balance of focused analytical work performed remotely and collaborative in-person sessions with the team and senior management. Your ability to communicate complex financial concepts clearly and concisely, both verbally and in writing, will be crucial. We are looking for a driven individual who can contribute to maximizing portfolio returns while managing risk effectively. The successful candidate will demonstrate a strong work ethic, intellectual curiosity, and a commitment to ethical conduct within the financial industry.
Qualifications: A Bachelor's degree in Finance, Economics, Mathematics, or a related field. A Master's degree or CFA designation is strongly preferred. Minimum of 7 years of experience in investment analysis, portfolio management, or a similar role within the financial services industry. Proven expertise in financial modeling, valuation techniques, and quantitative analysis. Strong knowledge of various asset classes, financial markets, and investment strategies. Excellent written and verbal communication skills, with the ability to present complex information clearly. Proficiency in financial databases (e.g., Bloomberg, Refinitiv) and analytical software. Ability to work independently and as part of a team in a fast-paced, deadline-driven environment. Strong understanding of risk management principles. Series 7, 63, or equivalent licenses are a plus.
Apply Now
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6
Senior Investment Analyst - Portfolio Management
43215 Columbus, Ohio
$110000 Annually
WhatJobs
Posted 7 days ago
Job Viewed
Job Description
Our client, a prestigious financial institution, is seeking a highly analytical Senior Investment Analyst to join their esteemed portfolio management team. This role is based in Columbus, Ohio, US , and offers a hybrid work arrangement, allowing for effective collaboration and personal flexibility. You will be responsible for conducting in-depth financial research, market analysis, and due diligence on potential investments across various asset classes. Your primary duties will include developing and managing investment portfolios, constructing financial models, and performing valuation analyses to support investment decisions. You will also monitor portfolio performance, identify risks and opportunities, and make recommendations for rebalancing and strategic adjustments. The ideal candidate will possess a strong understanding of financial markets, investment strategies, and risk management principles. Excellent quantitative skills, proficiency in financial modeling software, and a keen eye for detail are essential. You will collaborate closely with senior portfolio managers, traders, and research teams, contributing to the overall investment strategy and client advisory services. This position requires exceptional communication and presentation skills, with the ability to articulate complex financial concepts clearly and concisely to both internal teams and clients. Our client is committed to fostering a collaborative and intellectually stimulating work environment, offering opportunities for professional development, advanced certifications (e.g., CFA), and career advancement. Join a team that is dedicated to achieving superior investment outcomes for its clients.
Responsibilities:
Responsibilities:
- Conduct in-depth financial research and market analysis for various asset classes.
- Develop and manage investment portfolios according to client objectives and risk tolerance.
- Perform valuation analyses and build complex financial models.
- Monitor portfolio performance, risk exposures, and identify potential opportunities and threats.
- Prepare investment recommendations, reports, and presentations for senior management and clients.
- Collaborate with portfolio managers, traders, and research analysts.
- Stay current with economic trends, regulatory changes, and market developments.
- Ensure compliance with all investment policies and regulatory requirements.
- Contribute to the development and refinement of investment strategies.
- Support client inquiries and relationship management efforts.
- Bachelor's degree in Finance, Economics, or a related quantitative field. Master's degree or CFA designation is highly preferred.
- 5+ years of experience in investment analysis, portfolio management, or a related financial role.
- Strong understanding of financial markets, investment products, and valuation methodologies.
- Proficiency in financial modeling software (e.g., Excel, Bloomberg Terminal).
- Excellent analytical, quantitative, and problem-solving skills.
- Strong written and verbal communication skills, with the ability to present complex information effectively.
- Experience with risk management principles and techniques.
- Ability to work independently and as part of a team in a fast-paced environment.
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7
Syndicated Portfolio Management
33222 Miami, Florida
Intercredit Bank N.A.
Posted today
Job Viewed
Job Description
Summary:
We are seeking a detail-oriented Portfolio Manager to oversee the performance and integrity of our Syndicated loans portfolio. This role is critical in ensuring sound risk management, regulatory compliance, and optimal asset performance. The ideal candidate will bring strong analytical skills, knowledge of OCC standards, and hands-on experience in transaction monitoring and stress testing.
Key Responsibilities
- Monitor and evaluate portfolio transactions to ensure alignment with credit strategy and risk parameters
- Oversee the performance of portfolio assets, identifying trends and early warning signals
- Manage periodic renewals and ensure timely updates of credit files and borrower profiles
- Conduct periodic reviews in accordance with OCC guidelines and internal standards
- Perform stress testing to assess portfolio resilience under adverse scenarios
- Track and monitor covenant compliance, escalating breaches and recommending corrective actions
- Maintain accurate portfolio data and produce reports on exposure, concentration, liquidity, and profitability for management and regulatory purposes.
- Provide risk appetite guidance to relationship managers and credit teams
- Monitor and report on asset quality, including delinquencies, impairments, and recoveries
Qualifications
- Bachelor’s degree in Finance, Economics, Business, or related field (MBA or CFA preferred)
- 5–8 years of experience in syndicated loan portfolio management, credit risk, corporate credit analysis or financial analysis
- Strong understanding of OCC regulations, covenant structures, and stress testing methodologies
- Proficiency in portfolio monitoring tools and financial reporting systems
- Excellent analytical, organizational, and communication skills
- Ability to work cross-functionally and manage multiple priorities in a fast-paced environment
SUPERVISORY RESPONSIBILITIES
Employee does not have any supervisory responsibilities
BSA COMPLIANCE
I understand and acknowledge that, in addition to the duties outlined in this job description, I am also responsible for ensuring that my duties are performed in full compliance with all of the bank’s Bank Secrecy Act, Anti-Money Laundering, and OFAC policies and procedures as well as related Federal Laws and Regulations. Furthermore, I understand that I must create and foster a culture of BSA, AML, and OFAC Compliance within the institution. Lastly, I agree to address any and all questions I may have about the Bank’s BSA/AML/OFAC Program to the Bank’s BSA Department.
PHYSICAL DEMANDS
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this job, the employee is regularly required to use hands to fingers, handle, or feel and talk or hear. The employee frequently is required to stand, walk, sit, and reach with hands and arms. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception, and ability to adjust focus.
WORK ENVIROMENT
The work environment characteristics described here are representative of those employees’ encounters with performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions
While performing the duties of this job, the employee is occasionally exposed to risk of electrical shock. The noise level in the work environment is usually moderate.
Intercredit Bank is a equal opportunity employer.
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8
Manager, Portfolio Management
32806 Orlando, Florida
The Walt Disney Company
Posted today
Job Viewed
Job Description
At Disney Experiences Technology, our team creates world-class immersive digital experiences for the Company's premier vacation brands including Disney's Parks & Resorts worldwide, Disney Cruise Line, Aulani, A Disney Resort & Spa, and Disney Vacation Club. The Disney Experiences Technology team is responsible for the end-to-end digital and physical Guest experience for all technology & digital-led initiatives across the Attractions & Entertainment, Food & Beverage, Resorts & Transportation, and Merchandise lines of business as well as other initiatives including the MyDisneyExperience app and Hey, Disney!
As the Manager, Portfolio Management at Disney Experiences Technology, you will play a crucial role in creating world-class immersive digital experiences for Disney's premier vacation brands. You will lead the strategic roadmap, annual and long-term capital and expense plans, and portfolio forecast planning of projects and operations. This role is essential in ensuring the organization meets its overall strategic and financial goals by collaborating with executives and aligning resources across portfolios.
**What You'll Do:**
In this role, you will be responsible for leading the Technology S/VP(s) portfolio(s), managing strategic planning, and ensuring portfolio performance aligns with financial targets. You will work closely with executives to communicate priorities, anticipate risks, and provide actionable recommendations. This role is vital in fostering a collaborative environment and driving the success of Disney Experiences Technology. Key skills required include strategic thinking, collaboration, and effective communication.
+ Drive S/VP portfolio level accountability to meet financial targets.
+ Lead portfolio planning, forecast, and governance for a portfolio(s) of $250M+.
+ Communicate portfolio performance for executive consumption, increasing transparency of risks and opportunities.
+ Manage plans and roadmaps for S/VP portfolios with key partners, providing deliverables for key finance milestones.
+ Deliver prioritized S/VP portfolio input to forecasts in alignment with key parameters.
+ Anticipate risks and opportunities, sharing insights and making actionable recommendations to executives.
+ Maintain a continuous view of resource demand and capacity across the portfolio, planning for leveled resource allocation.
+ Foster relationships within DX Technology finance, capital planning, sourcing, and other departments to accomplish goals.
+ Effectively communicate, including delivering difficult messages to executives, partners, and finance.
+ Inspire, motivate, and lead the team to deliver value to DX Technology.
+ Provide continuous coaching and feedback, supporting team growth and development.
+ Create an environment where Disney values are experienced, encouraging creative problem solving and ensuring everyone's voice is heard.
**Required Qualifications:**
+ Minimum of 8 years of portfolio/financial demand management experience.
+ Practical experience in understanding technology project/product financial analysis, financial reporting, and cause-of-change explanations.
+ Experience in product-oriented organizations using agile methodologies.
+ Experience with a variety of software delivery methodologies (e.g., Agile: Scrum, Lean, etc.).
+ Practiced in project management (estimation, project planning, resource planning, issue management, risk management, change management, communication planning).
+ Strategic planning partner for key planning milestones (long term & annual planning).
+ Experience working with multiple technical teams and finance.
+ Excellent business communication, writing, and interpersonal skills.
+ Proactive and solution-oriented when managing issues.
+ Demonstrated analysis/assessment capabilities.
+ Proven mentoring and coaching abilities to ensure effective growth and development of the team.
+ MS Office proficient; strong skills in PPT/Keynote and Excel.
+ Extensive experience with industry-standard PPM tools; CA Clarity PPM experience preferred; reporting tool(s) experience preferred
**Required Education**
Bachelor's degree required or related field/work experience
#DISNEYTECH
**Job ID:**
**Location:** Orlando,Florida
**Job Posting Company:** Disney Experiences
The Walt Disney Company and its Affiliated Companies are Equal Employment Opportunity employers and welcome all job seekers including individuals with disabilities and veterans with disabilities. If you have a disability and believe you need a reasonable accommodation in order to search for a job opening or apply for a position, email with your request. This email address is not for general employment inquiries or correspondence. We will only respond to those requests that are related to the accessibility of the online application system due to a disability.
As the Manager, Portfolio Management at Disney Experiences Technology, you will play a crucial role in creating world-class immersive digital experiences for Disney's premier vacation brands. You will lead the strategic roadmap, annual and long-term capital and expense plans, and portfolio forecast planning of projects and operations. This role is essential in ensuring the organization meets its overall strategic and financial goals by collaborating with executives and aligning resources across portfolios.
**What You'll Do:**
In this role, you will be responsible for leading the Technology S/VP(s) portfolio(s), managing strategic planning, and ensuring portfolio performance aligns with financial targets. You will work closely with executives to communicate priorities, anticipate risks, and provide actionable recommendations. This role is vital in fostering a collaborative environment and driving the success of Disney Experiences Technology. Key skills required include strategic thinking, collaboration, and effective communication.
+ Drive S/VP portfolio level accountability to meet financial targets.
+ Lead portfolio planning, forecast, and governance for a portfolio(s) of $250M+.
+ Communicate portfolio performance for executive consumption, increasing transparency of risks and opportunities.
+ Manage plans and roadmaps for S/VP portfolios with key partners, providing deliverables for key finance milestones.
+ Deliver prioritized S/VP portfolio input to forecasts in alignment with key parameters.
+ Anticipate risks and opportunities, sharing insights and making actionable recommendations to executives.
+ Maintain a continuous view of resource demand and capacity across the portfolio, planning for leveled resource allocation.
+ Foster relationships within DX Technology finance, capital planning, sourcing, and other departments to accomplish goals.
+ Effectively communicate, including delivering difficult messages to executives, partners, and finance.
+ Inspire, motivate, and lead the team to deliver value to DX Technology.
+ Provide continuous coaching and feedback, supporting team growth and development.
+ Create an environment where Disney values are experienced, encouraging creative problem solving and ensuring everyone's voice is heard.
**Required Qualifications:**
+ Minimum of 8 years of portfolio/financial demand management experience.
+ Practical experience in understanding technology project/product financial analysis, financial reporting, and cause-of-change explanations.
+ Experience in product-oriented organizations using agile methodologies.
+ Experience with a variety of software delivery methodologies (e.g., Agile: Scrum, Lean, etc.).
+ Practiced in project management (estimation, project planning, resource planning, issue management, risk management, change management, communication planning).
+ Strategic planning partner for key planning milestones (long term & annual planning).
+ Experience working with multiple technical teams and finance.
+ Excellent business communication, writing, and interpersonal skills.
+ Proactive and solution-oriented when managing issues.
+ Demonstrated analysis/assessment capabilities.
+ Proven mentoring and coaching abilities to ensure effective growth and development of the team.
+ MS Office proficient; strong skills in PPT/Keynote and Excel.
+ Extensive experience with industry-standard PPM tools; CA Clarity PPM experience preferred; reporting tool(s) experience preferred
**Required Education**
Bachelor's degree required or related field/work experience
#DISNEYTECH
**Job ID:**
**Location:** Orlando,Florida
**Job Posting Company:** Disney Experiences
The Walt Disney Company and its Affiliated Companies are Equal Employment Opportunity employers and welcome all job seekers including individuals with disabilities and veterans with disabilities. If you have a disability and believe you need a reasonable accommodation in order to search for a job opening or apply for a position, email with your request. This email address is not for general employment inquiries or correspondence. We will only respond to those requests that are related to the accessibility of the online application system due to a disability.
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