964 Equity Investor jobs in the United States

Requisition ID # 166753

Job Category: Accounting / Finance

Job Level: Individual Contributor

Business Unit: Engineering, Planning & Strategy

Work Type: Hybrid

Job Location: Oakland

Department Overview

The Energy Policy and Procurement (EPP) organization procures wholesale energy-related products and manages PG&E's policy activities for energy proceedings, actively participating in regulatory and legislative proceedings that shape the design and implementation of state, regional, and federal energy regulations and policy. In addition, EPP is responsible for long-term planning, risk management, and compliance functions related to PG&E's wholesale energy portfolio.

The Commercial Procurement Department is responsible for procuring the Company's wholesale power purchase contracts including those specifically for renewable energy and storage resources. The team manages procurement program solicitations, each of which must be designed to procure specific energy and capacity products to satisfy the policy objectives at minimum cost.

The Procurement Strategy Team within Commercial Procurement is responsible for developing, optimizing, and implementing EPP's long term procurement plans and strategies designed to drive customer benefit and meet the state's reliability, greenhouse, and other policy goals.

Position Summary

PG&E is seeking a highly motivated Analyst who can develop and manage cross-functional projects, products or processes. The candidate will also have excellent written and verbal communication skills and demonstrated experience in informing and influencing senior leadership and key stakeholders.

This role will work closely with partners of the Procurement Strategy team including EPP's commercial and policy teams as well as the Law, Risk, and Regulatory Affairs departments. Success in this position will require the Analyst to have a strong understanding of ongoing policy and market changes and an ability to develop qualitative and quantitative frameworks for commercial decisions.

This position is hybrid, working from your remote office and your assigned work location based on business need. The work location is Oakland, CA.

PG&E is providing the salary range that the company in good faith believes it might pay for this position at the time of the job posting. This compensation range is specific to the locality of the job. The actual salary paid to an individual will be based on multiple factors, including, but not limited to, specific skills, education, licenses or certifications, experience, market value, geographic location, and internal equity. Although we estimate the successful candidate hired into this role will be placed between the entry point and the middle of the range, the decision will be made on a case-by-case basis related to these factors. This job is also eligible to participate in PG&E's discretionary incentive compensation programs.

A reasonable salary range is:

Bay Area Minimum: $93,000-$139,000

Reporting Relationship

This position reports to the Manager, Procurement Strategy.

Job Responsibilities
•Assist in development of EPP's long-term procurement strategies and plans, optimizing across all procurement workstreams to meet the state's reliability, renewable portfolio standard and greenhouse gas requirements, align with the company's overall clean energy mission and goals, minimize regulatory and financial risk, and maximize customer value.
•Support Commercial Procurement engagement in policy development associated with regulatory and legislative initiatives that impact commercial objectives.
•Assist in developing procurement implementation strategies to meet PG&E electric portfolio needs.
•As needed, provide analysis related to market trends, emerging technologies and opportunities, regulatory frameworks, pricing, etc to support commercial procurement activities.
•Support regulatory filings related to EPP procurement workstreams such as the Bundled Procurement Plan (BPP) and Renewable Portfolio Standard (RPS) Plan. Ensure alignment with long-term procurement strategies and plans.
•Build partnerships and working relationships across internal and external stakeholder groups.

Qualifications

Minimum:
•Bachelor's Degree with coursework in a business-related field, mathematics, engineering, or equivalent field of study; or equivalent experience
•1 years of job-related experience

Desired:
•Master's or other advanced degree in a related field.
•Two years of work experience in the wholesale supply side, development side, or strategy/policy side of the energy industry
•Knowledge of the procurement needs for the Company's wholesale energy portfolio, the impacts of, the company's competitive position, and rules and regulations that impact procurement
•Ability to present highly complex data and findings to diverse audiences; to lead Company development activities and to represent Commercial Procurement in discussions of electric procurement issues
•Knowledge of organizational structures, decision making and governance procedures regarding commercial procurement
•Ability to influence key decision makers
•Ability to manage major cross-functional projects and initiatives
•Ability to analyze complex problems and recommend solutions despite incomplete information and limited time
•Demonstrated focus on quality, efficiency, and continuous improvement.
•Excellent communication skills - interpersonal, written and presentation, including experience and ability to deliver executive level briefings - taking complex concepts and describing them thoroughly and succinctly.
•Excellent project management skills.
•Working knowledge of Microsoft analysis tools such as Microsoft Excel, VBA or SQL.
•Experience working with and analyzing large data sets

Purpose, Virtues and Stands

Our Purpose explains "why" we exist:

• Delivering for our hometowns
• Serving our planet
• Leading with love

• Trustworthy
• Empathetic
• Curious
• Tenacious
• Nimble
• Owners

• Everyone and everything is always safe
• Catastrophic wildfires shall stop
• It is enjoyable to work with and for PG&E
• Clean and resilient energy for all
• Our work shall create prosperity for all customers and investors

Brooklyn Investment Group is an SEC-registered Investment Adviser that leverages the technology of its parent company, Brooklyn Artificial Intelligence Research. This technology is combined with institutional-grade portfolio optimization and automated tax-loss harvesting to power personalized portfolios for our clients, including financial advisory firms and asset managers. Over the past five years, Brooklyn Artificial Intelligence Research has developed one of the most powerful engines for customizing investment portfolios and more than $5 billion has been traded on its portfolios to date. Our growing team of 20+ quant investors, machine learning researchers, and software engineers comes from top universities and financial institutions such as Goldman Sachs, Citadel and Bridgewater Associates.

Opportunity

If you're interested in the growing intersection of finance and technology, this opportunity offers a unique value proposition. At Brooklyn, we are firm believers in the transformative potential of technology to revolutionize portfolio management and trade execution. We are dedicated to architecting one of the most cutting-edge portfolio management platforms in the industry.

As a Portfolio Management Engineer, you will play a crucial role as the primary liaison for our clients, operational partners, and custodians. Your core responsibilities will involve developing tech-forward tools to optimize portfolio management, trade execution, and reconciliation processes. You'll collaborate closely with teams across quant, engineering, research, and trading to ensure seamless workflows and innovation.

• Ongoing Portfolio Management: Act as a bridge between portfolio management and trading teams, serving as the primary point of contact for operational partners and custodians, lending to smooth coordination and execution of trades.
• Platform Enhancements: Take part in the implementation of enhancements to the portfolio management platform, utilizing stakeholder feedback and industry benchmarks to enhance functionality, reliability, and scalability, all while maintaining a top-notch user experience.
• Collaborative Coordination: Coordinate closely with portfolio construction teams to ensure alignment between client objectives and investment strategies, facilitating a seamless experience for clients throughout the investment lifecycle.
• Client Service: Serve as a primary point of contact for clients regarding portfolio management, trading, and reporting, offering timely updates and addressing any inquiries or concerns to maintain a high level of client satisfaction.

• Professional Experience: Two or more years of professional work experience in equities portfolio management or investment operations.
• Education Background: Bachelor's or Master's degree from a leading institution in a quantitative discipline, such as mathematics, natural sciences, engineering, computer science, or economics.
• Proficiency in Python: Demonstrate an advanced level of skill in Python programming. Follow industry best practices in software development, ensuring code is clean, modular, and efficient.
• Professional Attributes: Desire to work in a fast-paced environment with meticulous attention to detail, striving to stay at the forefront of innovation in investment management.
• Experience interacting with custodian platforms, such as Schwab and Fidelity, familiarity with order management systems, and trade execution, involving algorithmic solutions, are advantageous but not mandatory.

$25,000 - 160,000 a year

Please send your CV, GitHub profile, and a paragraph on why you'd be an excellent addition to the company to Anticipated range of 125,000- 160,000 for base salary, depending on the amount of compensation desired in equity options, and on the level of experience.

Brooklyn Investment Group, LLC, is a wholly owned subsidiary of Brooklyn Artificial Intelligence Research, D/B/A of Skopos Labs, Inc. Brooklyn Investment Group and Brooklyn Artificial Investment Research are equal opportunity employers. We do not discriminate on the basis of race, religion, color, national origin, gender, gender identity, sexual orientation, age, marital status, veteran status, or disability status.

Job Title: Senior Portfolio Manager - Sponsor Finance
Location: New York, NY
Industry: Financial Services / Private Equity
Role Overview:

Our client, a global financial institution, is seeking an experienced Portfolio Manager to join their Sponsor Finance team in New York City. This individual will be responsible for managing a portfolio of complex fund finance transactions, including Subscription Financing, NAV Financing, and Fund-Level Lending. The ideal candidate will bring deep credit expertise, strong analytical skills, and a solid understanding of sponsor-backed structures.

Key Responsibilities:
* Oversee a portfolio of sponsor finance transactions, ensuring ongoing credit quality, risk management, and compliance.
* Conduct in-depth credit analysis and periodic reviews of existing clients, including private equity sponsors and their affiliated funds.
* Monitor financial performance, covenant compliance, and market developments impacting portfolio companies and fund structures.
* Partner with Relationship Managers to support client needs and identify opportunities for upselling or restructuring.
* Prepare and present credit memos, risk assessments, and portfolio reports to internal committees.
* Collaborate with internal teams including credit, legal, operations, and product specialists to ensure smooth execution and servicing of transactions.
* Contribute to the development of portfolio management frameworks, risk models, and reporting tools.

Qualifications:
* Bachelor's degree in Finance, Accounting, Economics, or a related field; MBA or CFA preferred.
* 8-10+ years of experience in banking, credit, or portfolio management, with a strong focus on Sponsor Finance or Fund Finance.
* Deep understanding of Subscription Lines, NAV-based Lending, and Fund-Level Financing structures.
* Strong credit analysis and risk management skills, with experience managing complex, structured transactions.
* Excellent written and verbal communication skills, with the ability to present to senior stakeholders.
* Highly organized, detail-oriented, and capable of managing multiple priorities in a fast-paced environment.

As a Director of Portfolio Management focused on Portfolio Growth here at Honeywell, you will play a crucial role in driving growth and profitability by aligning our offerings with growth industries and end segments. You will be responsible for developing and executing strategies to expand our portfolio and capture market opportunities in high-growth sectors. Your strong leadership skills, strategic thinking, and market insights will be essential in driving the success of our business.

In this role, you will have a significant impact on our strategic direction, revenue growth, customer acquisition, and market share expansion.

Ideal Candidate Experience:

• Proven experience (typically 10+ years) in product management, offering management, or related roles, with significant experience in portfolio management and leadership positions.
• Previous experience leading an offering management function with a focus on portfolio growth
• Strong strategic thinking, analytical, and problem-solving skills, with a track record of driving business growth through effective portfolio management.
• Strong ability to identify growth industries segments with high market potential
• Experience with developing and executing strategies to expand portfolio's alignment with growth opportunities.
• Collaborate with cross-functional teams to develop and launch new offerings targeted at growth industries.
• Developed pricing and go-to-market strategies to maximize revenue and market share
• Monitored and track portfolio performance and make data-driven decisions to optimize growth

Key Responsibilities:

Portfolio Strategy and Development:

• Develop and execute the overall strategy for the company's product portfolio, encompassing both existing products and new offerings.
• Conduct market analysis, customer segmentation, and competitive assessments to identify market trends, opportunities, and portfolio gaps.
• Define and prioritize portfolio investments based on strategic fit, market potential, and financial viability.

Product Lifecycle Management:

• Oversee the entire lifecycle of products within the portfolio, from concept development through to end-of-life decisions.
• Collaborate with cross-functional teams (R&D, engineering, marketing, sales, operations) to define product roadmaps, feature enhancements, and product differentiation strategies.
• Monitor product performance metrics, including revenue growth, profitability, and market share, and make data-driven decisions to optimize portfolio performance.

Stakeholder Management and Collaboration:

• Serve as a strategic advisor to executive leadership and senior management on portfolio strategy, performance, and market dynamics.
• Foster collaboration and alignment across departments to drive portfolio growth and profitability.
• Build strong relationships with internal stakeholders, external partners, and key customers to drive co-development opportunities and enhance product offerings.

Continuous Improvement and Innovation:

• Lead continuous improvement initiatives to enhance product quality, customer satisfaction, and operational efficiency within the portfolio.
• Stay abreast of industry trends, technological advancements, and competitive landscape to identify opportunities for product innovation and differentiation.
• Champion a culture of innovation and excellence within the offering management team, encouraging creativity, collaboration, and continuous learning.

The annual base salary range for this position is $180,000-$230,000. Please note that this salary information serves as a general guideline. Honeywell considers various factors when extending an offer, including but not limited to the scope and responsibilities of the position, the candidate's work experience, education and training, key skills, as well as market and business considerations.

This position is incentive plan eligible.

In addition to a competitive salary, leading-edge work, and developing solutions side-by-side with dedicated experts in their fields, Honeywell employees are eligible for a comprehensive benefits package. This package includes employer subsidized Medical, Dental, Vision, and Life Insurance; Short-Term and Long-Term Disability; 401(k) match, Flexible Spending Accounts, Health Savings Accounts, EAP, and Educational Assistance; Parental Leave, Paid Time Off (for vacation, personal business, sick time, and parental leave), and 12 Paid Holidays.

• Portfolio Surveillance & Risk Monitoring:
  • Oversee the surveillance of a diverse portfolio of construction loans, ensuring timely identification of early delinquencies, credit deterioration, and market risks.
  • Continuously enhance risk rating system and ensure consistent application of internal risk framework.
  • Analyze trends in portfolio performance and emerging risks across markets, sponsors, and project types.
  • Generate comprehensive project-by-project and portfolio-level reports and presentations for various internal and external stakeholders highlighting portfolio health, key risks, and mitigation efforts.
• Asset & Portfolio Management:
  • Oversee an active portfolio of construction loans, ensuring compliance with loan covenants, monitoring construction progress and overseeing sell-out/lease-up progress
  • Design and execute early-stage intervention strategies to resolve at risk loans an mitigate transfers to Special Servicing.
  • Manage the watchlist process, including setting inclusion criteria, leading periodic reviews, and overseeing action plans.
  • Develop tailored workout solutions that result in successful completion of the project and/or repayment of the loan.
• Cross-functional Collaboration :
  • Work closely with originators, capital markets, underwriting, construction monitoring, and special servicing teams to maintain end-to-end visibility into loan and portfolio performance.
  • Participate in enhancing policies in procedures.
• Team Leadership & Development:
  • Lead and mentor a team of analysts and asset managers responsible for ongoing monitoring and workouts.
  • Develop performance goals, provide coaching, and foster a high performance culture within the team.
• Preform other duties as assigned.

• 7+ years of direct industry experience.
• Strong surveillance, risk management, portfolio management, and asset management skills.
• Deep understanding of and direct experience with all stages of the full lifecycle of commercial real estate development-from acquisition and entitlements to design, permitting, construction, and stabilization/sell-out.
• Specialized experience in residential/multifamily development is highly desirable.
• Strong management and interpersonal skills for direct reports
• Strong analytical and credit underwriting skills.
• Excellent project management and communication skills.
• Ability to work independently and collaboratively in a hybrid work environment.

• Comprehensive health insurance options including Medical, Dental, Vision, Basic Life/AD&D insurance
• Generous sick leave & vacation benefits for rest, relaxation, and personal pursuits
• Highly competitive performance bonus
• 401(k) retirement program with employer match
• Tuition reimbursement toward professional development
• Workplace Celebrations, Team Building, Charity Drives, and Food Truck luncheons
• Onsite gym (Thousand Oaks only)
• 12 Paid Holidays

Job Description

We are global private markets specialists delivering tailored investment solutions, advisory services, and impactful, data driven insights to the world's investors. Leveraging the power of our platform and our peerless intelligence across sectors, strategies, and geographies, we help identify the advantages and the answers our clients need to succeed.

Position Overview

The Portfolio Management Associate of StepStone will work with the portfolio management and investment team to dynamically evaluate investments for risk, return, liquidity, and allocation targets for multi-asset class portfolios. The analyst will be expected to have financial knowledge that can be leveraged to support and construct analyses for portfolio construction needs. The role is broad and will require an entrepreneurial mindset. The analyst will work with the Data Science, Research and SPAR teams to collect, clean, and understand data as well as suggest models and metrics that are relevant for the concepts revolving around portfolio management and liquidity. The analyst will develop relevant models and communicate the assumptions and complexities of the models internally.

Essential Job Functions:

• Building and managing complex excel models using VBA for portfolio management functions.
• Understanding and exploring concepts of risk, return and liquidity to better manage portfolios.
• Model building and analysis using built-in functions and models developed from scratch in Python/R.
• Data retrieval and wrangling using MySQL and Python/R. Knowledge of PowerBI a plus.
• Communicating the output of models internally, including assumptions and limitations.
• Discussing internally the merits of the models and analyses.
• Independent and efficient working style: ability to develop big picture ideas and translate them into code and actionable model output.
• Creating presentations for internal and external stakeholders articulating portfolio plans and investment decisions.

Education and/or Work Experience Requirements:

• Bachelors, Master's degree or Ph.D. in Mathematics, Statistics, Biostatistics, Econometrics, or a related field.
• Excellent written communication and presentation skills.
• Experience in a financial environment. Knowledge of private markets a plus.

Required Knowledge, Skills, and Abilities

• Some knowledge of financial modeling.
• Strong background in Python and MS Excel; experience in SAS, R or Matlab.
• Deep understanding of statistical model building and data analysis; numerical algorithms expertise.
• MySQL or other database expertise.
• Knowledge of financial instruments and Bloomberg a strong advantage.
• Extremely strong attention to detail to maintain code and data integrity.
• Positive attitude, curious mindset, and strong team collaboration.
• Willingness to work a flexible schedule.
• High level of confidentiality.

Salary Range: $95,000 - $115,000

The salary range is an estimate of pay for this position. Actual pay may vary depending on job-related factors that can include location, education, skill, and experience. The salary range does not include any benefits or other forms of possible compensation that may be available to employees.

At StepStone, we believe that our people are our most important asset and crucial to our success. We are an Equal Opportunity Employer that strives to create an environment that empowers our employees and allows them to be heard, regardless of title or tenure. Our organizational community features multiple Employment Resource Groups as well as mentorship programs to enhance the employee experience for all.

As an Equal Opportunity Employer, StepStone does not discriminate on the basis of race, creed, color, religion, sex, national origin, citizenship status, age, disability, marital status, sexual orientation, gender identity, gender expression, genetic information or any other characteristic protected by law.

Developing People at StepStone

Director Level - Overseeing Portfolio Administration, Lease Administration, Transaction Management, Move Planning and Project Management

Delivers portfolio/lease administration services to Global Technology Client

Partners with regional Enterprise and Portfolio Solutions teams to support prospect working sessions, RFI and RFP responses, solution development, presentations, and transitions

Partners with portfolio strategy, transaction management, and other service line leaders to develop innovative, integrated solutions that align with client objectives

Directs the continuous improvement, maintenance of lease administration data

Partners with GOS HR contacts to develop HR strategies that align to specific client solutions

Demonstrates a Client-Driven approach by marshaling the regional resources across all core capabilities and corporate functions to ensure superior service to both internal and external clients

Successfully manages client lease admin operations over a diverse data set including real estate, virtual, managed leases, equipment, auto, data center and VPN leases

Understands the client's key business drivers, focus the regional and local teams to ensure those priorities are aligned with the deliverables

Identifies opportunities for expansion of services for client to provide them a fully-integrated package of services in response to their specific real estate needs

Partners with GOS Regional Account Leads and Account Directors to improve profitability of lease administration services for GOS accounts

Actively manages and mentors future leadership and management of the organization. Work to identify top talent and focus on the development and retention of these key players

Provide consulting services to corporate, business and finance leaders (Treasury, Legal, Finance, Tax, Lease Accounting concerning impact of lease obligations to corporate results and metrics

Engage with global procurement organization for effective communication and training for any lease accounting process change/effect, identification of any existing "embedded leases" within existing contracts and maintain a collaborative relationship going forward to facilitate continued governance success

Deliver accurate lease reporting data on a monthly, quarterly, yearly and ad hoc basis to meet Client requirements and corporate needs and develop internal and external metrics measuring portfolio activity and performance

Participate in and support forecasting and capital budgeting process

Engage with CW, external and Client auditors for SOC compliance and data integrity audits

Determine continued relevancy and effects of changed or proposed accounting standards and adjust global processes accordingly

Oversight, billing and monitoring of Client subtenant portfolio

Lead lease ending obligations including, negotiating terms, oversight of space restoration and engagement with Client Finance for end of lease obligation reconciliation

Actively engage in acquisition activities including data gathering, vendor onboarding, landlord communications and provide solutions for irregular contract compliance and management

Partners with Client Workplace Director for workplace strategy as related to leases, terminations and negotiations

Operate as liaison between Client Lease Accounting, Finance, Tax, Workplace and Legal

Support lease administration responsibilities including invoice collection and review, relationship with landlord and vendors, security deposit refunds

Responsible for Client AP oversight as related to lease payments and tracking

Act as on-site resource and strategy partner for Account Director and Executive Account Director

Oversight of both Moves Management and Project Management Service lines

Responsible for Data Center and VPN invoice approval

Creator of CW Contract amending documents: Exhibit O for PM and FM property scope

Cushman & Wakefield also provides eligible employees with an opportunity to enroll in a variety of benefit programs, generally including health, vision, and dental insurance, flexible spending accounts, health savings accounts, retirement savings plans, life, and disability insurance programs, and paid and unpaid time away from work. In addition to a comprehensive benefits package, Cushman and Wakefield provide eligible employees with competitive pay, which may vary depending on eligibility factors such as geographic location, date of hire, total hours worked, job type, business line, and applicability of collective bargaining agreements. The compensation that will be offered to the successful candidate will depend on factors such as whether the position is covered by a collective bargaining agreement, the geographic area in which the work will be performed, market pay rates in that area, and the candidate's experience and qualifications. The company will not pay less than minimum wage for this role. The compensation for the position is: $175,977.76 - $207,032.66

Cushman & Wakefield is an Equal Opportunity employer to all protected groups, including protected veterans and individuals with disabilities. Discrimination of any type will not be tolerated.

In compliance with the Americans with Disabilities Act Amendments Act (ADAAA), if you have a disability and would like to request an accommodation in order to apply for a position at Cushman & Wakefield, please contact