3,991 Fidelity Investments jobs in the United States

Culinary&Hospitality Interns, FLIK / Fidelity Investments / Smithfield, RI

02917 Smithfield, Rhode Island Compass Group, North America

Posted 25 days ago

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Job Description

Flik Hospitality Group
+ We are hiring immediately for **Culinary&Hospitality Intern** positions.
+ **Location** : 900 Salem Street, Smithfield, RI 02917
+ **Schedule** : To be discussed further upon interview.
+ **Pay Range** : $20.00 per hour.
Free meals, uniforms and laundering service available at select locations.
**We Make Applying Easy!** Want to apply to this job via text messaging? Text **JOB** to **75000** and search **requisition ID number** ** .**
The advertised program is an AI recruiting assistant that helps you apply to jobs with Compass Group. Message frequency varies. Message and data rates may apply. Text STOP to opt out or HELP for help. Terms and conditions: of thought and inclusion for all is what drives our success - we invite you to start your journey with us today!
**What makes FLIK click?** Our people. The decisions, actions and attitudes of our associates earn the trust and loyalty of our clients every day. We know how to pick them and we know how to grow them. It starts with hiring people who share our passion for food and hospitality. Once we find the right talent, we encourage, value and recognize their contributions.
We keep our people renewed, excited and engaged by providing hands-on training and educating them about the latest trends. We give them a stake in successfully raising the bar. Our people love what they do and they love sharing their passion. Join our team and see the FLIK difference. Where a job isn't merely a job but the start of a career where you can flourish.
**OVERVIEW:** The FLIK Internship Program is a paid program that gives culinary and/or hospitality students the opportunity to work in a dynamic and inspirational food service operation. Working closely with hospitality mentors, FLIK interns have an inside look at what goes on behind the scenes at a leading food service&hospitality organization. Fifty years ago, FLIK was launched by Chef Rudi Flik and Julie Flik. Their values of culinary authenticity, people first, sustainability, wellness, and leadership still guide us. We use fresh, local and seasonal ingredients to create memorable culinary experiences.
**FLIK CULINARY INTERNS WILL:**
+ Prepare menu items across all kitchen stations.
+ Rotate through various stations: pizza/pasta, deli, salad bar, grill, and international cuisine.
+ Engage with guests and tailor plates to their dietary needs.
+ Review culinary and front-of-house standards.
+ Learn about wellness and sustainability initiatives.
+ Adhere to "platinum service" customer service standards.
+ Consistently practice safety and sanitation protocols.
+ Assist with catering events, including setup and execution.
+ Develop professional relationships and enhance interpersonal skills.
Interns should expect to contribute individually and as a team member to support Culinary Services and work towards goals and objectives assigned by an experienced manager.
**FLIK HOSPITALITY INTERNS WILL:**
+ Rotate through front-of-house roles in the café, catering, and coffee shop.
+ Provide consistently friendly and courteous service to guests.
+ Support catering events by setting up, arranging buffet stations, ensuring customer satisfaction, and managing cleanup.
+ Assist with marketing tasks, including signage, seasonal decorations, and food holiday communications.
+ Adhere to "platinum service" customer service standards.
+ Review catering and front-of-house standards.
+ Ensure compliance with company policies and client expectations.
Interns should expect to contribute individually and as a team member to support Food service/ Hospitality Services and work towards goals and objectives assigned by an experienced manager.
**FLIK Internship candidates must meet the criteria below to be eligible for the FLIK Internship Experience Program:**
1. Applicants must be currently enrolled in a college or professional culinary and/or hospitality program and/or have 1 year of industry experience
2. Meet university's GPA requirement for Internship
3. Successful completion of sanitation standards training
4. Successful completion of relevant knife skills and/or Intro to Culinary/Hospitality coursework
5. Must be available to work 20 - 40 hours a week based on business needs&internship requirements
6. College credit is not required, but we will provide appropriate documentation if necessary.
**FLIK INTERNSHIP PROGRAM PROFESSIONAL DEVELOPMENT OPPORTUNITIES:**
In addition to _daily_ _on-the-job FLIK training_ , Interns have the opportunity to participate in a variety of value-added program events via LMS/WebEx/Zoom/Teams during the internship experience which include:
+ Meetings with FLIK leadership/a mentor
+ Connection to subject matter experts including the diversity&inclusion, HR, marketing, safety&sanitation, wellness&sustainability and finance teams via Office Hours.
+ Optional FLIK Learning&Development Courses (FARECheck Food Allergy Basics, Servsafe Food Handler, DAWSO Dining Associate Workplace Safety Orientation)
+ Networking opportunities with other interns
+ Exit interview with your internship team
**About Compass Group: Achieving leadership in the foodservice industry**
Compass Group is an equal opportunity employer. At Compass, we are committed to treating all Applicants and Associates fairly based on their abilities, achievements, and experience without regard to race, national origin, sex, age, disability, veteran status, sexual orientation, gender identity, or any other classification protected by law.
Qualified candidates must be able to perform the essential functions of this position satisfactorily with or without a reasonable accommodation. Disclaimer: this job post is not necessarily an exhaustive list of all essential responsibilities, skills, tasks, or requirements associated with this position. While this is intended to be an accurate reflection of the position posted, the Company reserves the right to modify or change the essential functions of the job based on business necessity.
Applications are accepted on an ongoing basis.
Flik maintains a drug-free workplace.
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Culinary&Hospitality Interns, FLIK / Fidelity Investments / Merrimack, NH

03054 Merrimack, New Hampshire Compass Group, North America

Posted 25 days ago

Job Viewed

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Job Description

Flik Hospitality Group
+ We are hiring immediately for **Culinary&Hospitality Intern** positions.
+ **Location** : 2 Contra Way, Merrimack, NH 03054
+ **Schedule** : To be discussed further upon interview.
+ **Pay Range** : $20.00 per hour.
Free meals, uniforms and laundering service available at select locations.
**We Make Applying Easy!** Want to apply to this job via text messaging? Text **JOB** to **75000** and search **requisition ID number** ** .**
The advertised program is an AI recruiting assistant that helps you apply to jobs with Compass Group. Message frequency varies. Message and data rates may apply. Text STOP to opt out or HELP for help. Terms and conditions: of thought and inclusion for all is what drives our success - we invite you to start your journey with us today!
**What makes FLIK click?** Our people. The decisions, actions and attitudes of our associates earn the trust and loyalty of our clients every day. We know how to pick them and we know how to grow them. It starts with hiring people who share our passion for food and hospitality. Once we find the right talent, we encourage, value and recognize their contributions.
We keep our people renewed, excited and engaged by providing hands-on training and educating them about the latest trends. We give them a stake in successfully raising the bar. Our people love what they do and they love sharing their passion. Join our team and see the FLIK difference. Where a job isn't merely a job but the start of a career where you can flourish.
**OVERVIEW:** The FLIK Internship Program is a paid program that gives culinary and/or hospitality students the opportunity to work in a dynamic and inspirational food service operation. Working closely with hospitality mentors, FLIK interns have an inside look at what goes on behind the scenes at a leading food service&hospitality organization. Fifty years ago, FLIK was launched by Chef Rudi Flik and Julie Flik. Their values of culinary authenticity, people first, sustainability, wellness, and leadership still guide us. We use fresh, local and seasonal ingredients to create memorable culinary experiences.
**FLIK CULINARY INTERNS WILL:**
+ Prepare menu items across all kitchen stations.
+ Rotate through various stations: pizza/pasta, deli, salad bar, grill, and international cuisine.
+ Engage with guests and tailor plates to their dietary needs.
+ Review culinary and front-of-house standards.
+ Learn about wellness and sustainability initiatives.
+ Adhere to "platinum service" customer service standards.
+ Consistently practice safety and sanitation protocols.
+ Assist with catering events, including setup and execution.
+ Develop professional relationships and enhance interpersonal skills.
Interns should expect to contribute individually and as a team member to support Culinary Services and work towards goals and objectives assigned by an experienced manager.
**FLIK HOSPITALITY INTERNS WILL:**
+ Rotate through front-of-house roles in the café, catering, and coffee shop.
+ Provide consistently friendly and courteous service to guests.
+ Support catering events by setting up, arranging buffet stations, ensuring customer satisfaction, and managing cleanup.
+ Assist with marketing tasks, including signage, seasonal decorations, and food holiday communications.
+ Adhere to "platinum service" customer service standards.
+ Review catering and front-of-house standards.
+ Ensure compliance with company policies and client expectations.
Interns should expect to contribute individually and as a team member to support Food service/ Hospitality Services and work towards goals and objectives assigned by an experienced manager.
**FLIK Internship candidates must meet the criteria below to be eligible for the FLIK Internship Experience Program:**
1. Applicants must be currently enrolled in a college or professional culinary and/or hospitality program and/or have 1 year of industry experience
2. Meet university's GPA requirement for Internship
3. Successful completion of sanitation standards training
4. Successful completion of relevant knife skills and/or Intro to Culinary/Hospitality coursework
5. Must be available to work 20 - 40 hours a week based on business needs&internship requirements
6. College credit is not required, but we will provide appropriate documentation if necessary.
**FLIK INTERNSHIP PROGRAM PROFESSIONAL DEVELOPMENT OPPORTUNITIES:**
In addition to _daily_ _on-the-job FLIK training_ , Interns have the opportunity to participate in a variety of value-added program events via LMS/WebEx/Zoom/Teams during the internship experience which include:
+ Meetings with FLIK leadership/a mentor
+ Connection to subject matter experts including the diversity&inclusion, HR, marketing, safety&sanitation, wellness&sustainability and finance teams via Office Hours.
+ Optional FLIK Learning&Development Courses (FARECheck Food Allergy Basics, Servsafe Food Handler, DAWSO Dining Associate Workplace Safety Orientation)
+ Networking opportunities with other interns
+ Exit interview with your internship team
**About Compass Group: Achieving leadership in the foodservice industry**
Compass Group is an equal opportunity employer. At Compass, we are committed to treating all Applicants and Associates fairly based on their abilities, achievements, and experience without regard to race, national origin, sex, age, disability, veteran status, sexual orientation, gender identity, or any other classification protected by law.
Qualified candidates must be able to perform the essential functions of this position satisfactorily with or without a reasonable accommodation. Disclaimer: this job post is not necessarily an exhaustive list of all essential responsibilities, skills, tasks, or requirements associated with this position. While this is intended to be an accurate reflection of the position posted, the Company reserves the right to modify or change the essential functions of the job based on business necessity.
Applications are accepted on an ongoing basis.
Flik maintains a drug-free workplace.
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Investment Management Specialist

78284 San Antonio, Texas Bank of America

Posted 25 days ago

Job Viewed

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Job Description

Investment Management Specialist
San Antonio, Texas
**To proceed with your application, you must be at least 18 years of age.**
Acknowledge
Refer a friend
**To proceed with your application, you must be at least 18 years of age.**
Acknowledge ( Description:**
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.
Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.
**Job Description:**
This job is responsible for performing specialized functions across a Financial Advisors (FAs) team, such as defining an FA's or FA team's overall investment management philosophy through portfolio analysis and performing business management and business development activities. Key responsibilities include providing operational support and quality client service through offering a full range of investment products and services across the enterprise. Job expectations include leveraging specialists and financial planning tools to deliver holistic investment solutions.
This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.
**Responsibilities:**
+ Maintains an understanding of the Chief Investment Office (CIO) philosophy, proprietary planning, and investment management tools
+ Monitors, analyzes, and reviews the current market environment and research portfolio recommendations
+ Monitors and manages client portfolios to align with client goals, objectives, risk tolerance, and time horizons
+ Reviews and manages team proprietary models to align with current market assumptions by participating in CIO and manager updates and reviewing reports and allocation updates
+ Creates analytical reports for Financial Advisors to review client investment portfolio performances against market returns
+ Assesses and shares pricing findings with clients to ensure understanding of the value of advice and accompanying solutions
**Skills:**
+ Causation Analysis
+ Financial Management
+ Investment Management
+ Trading Strategy
+ Trading and Investment Analysis
+ Portfolio Analysis
+ Portfolio Management
+ Price Verification and Valuation
+ Trade Monitoring
+ Trading
+ Client Investments Management
+ Client Solutions Advisory
+ Financial Analysis
+ Financial Forecasting and Modeling
+ Wealth Planning
**Required Qualifications:**
+ Series 7, 63/65 or 66 or equivalent; must obtain all state registrations held by the Financial Advisor(s) and Advisor Team(s) they support
+ SAFE Act Registration; ADV-2B Required
+ Maintain at least one firm approved designation
+ Possess and demonstrate strong communication skills
+ Thorough knowledge and understanding of the suite of Wealth Management products and services
+ Strong analytical and portfolio management skills with the ability to identify trends and implement investment strategies to increase growth and mitigate risk
+ Ability to make sound decisions by having a deep understanding of investment management best practices and policies/procedures
+ Ability to identify client needs and concerns and articulate appropriate approach to align solutions to goals in a suitable and controlled way
**Desired Qualifications:**
+ CFA designation
**Minimum Education Requirement:** High School Diploma / GED / Secondary School or equivalent
**Shift:**
1st shift (United States of America)
**Hours Per Week:**
40
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
To view the "Know your Rights" poster, CLICK HERE ( .
View the LA County Fair Chance Ordinance ( .
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work.
This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
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Investment Management Project Manager

02112 Boston, Massachusetts MassMutual

Posted 2 days ago

Job Viewed

Tap Again To Close

Job Description

Investment Management 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 stand-up of the new organization supporting Corporate Finance, Enterprise Risk, and Investment Management initiatives. In this role, you will report directly to the Investment Management Portfolio Lead and be accountable for the planning, day-to-day execution, management, implementation and reporting of 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 an Investment Management 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 and portfolio leads in developing required detailed project artifacts tailored to project complexity.

The Team

This portfolio oversees the execution of initiatives across Corporate Finance, Enterprise Risk and Investment Management 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.

The Impact:

As the Investment Management Project Manager, you will:

  • 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 of experience in project management software including but not limited to MS Project 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.
  • Proven success in delivering complex long-term projects on time, within budget, and to scope
  • Project Management Professional (PMP) certification or equivalent
  • Strong understanding of project management methodologies i.e. Agile or Waterfall
  • Excellent communication (written and verbal) and interpersonal skills

What to Expect as Part of MassMutual and the Team

  • Regular meetings with the portfolio sponsor
  • 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.
View Now

Investment Management Program Manager

02112 Boston, Massachusetts MassMutual

Posted 2 days ago

Job Viewed

Tap Again To Close

Job Description

Investment Management 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 stand-up of the new organization supporting Corporate Finance, Enterprise Risk, and Investment Management initiatives. In this role, you will report directly to the Investment Management Portfolio Lead and be accountable for the planning, day-to-day execution, management, implementation and reporting of 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 an Investment Management 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 and portfolio leads in developing required detailed project artifacts tailored to project complexity.

The Team

This portfolio oversees the execution of initiatives across Corporate Finance, Enterprise Risk and Investment Management 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.

The Impact:

As the Investment Management Project Manager, you will:

  • 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 of experience in project management software including but not limited to MS Project 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.
  • Proven success in delivering complex long-term projects on time, within budget, and to scope
  • Project Management Professional (PMP) certification or equivalent
  • Strong understanding of project management methodologies i.e. Agile or Waterfall
  • Excellent communication (written and verbal) and interpersonal skills

What to Expect as Part of MassMutual and the Team

  • Regular meetings with the portfolio sponsor
  • 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.
View Now

Investment Management Project Manager

06152 Hartford, Connecticut MassMutual

Posted 2 days ago

Job Viewed

Tap Again To Close

Job Description

Investment Management 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 stand-up of the new organization supporting Corporate Finance, Enterprise Risk, and Investment Management initiatives. In this role, you will report directly to the Investment Management Portfolio Lead and be accountable for the planning, day-to-day execution, management, implementation and reporting of 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 an Investment Management 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 and portfolio leads in developing required detailed project artifacts tailored to project complexity.

The Team

This portfolio oversees the execution of initiatives across Corporate Finance, Enterprise Risk and Investment Management 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.

The Impact:

As the Investment Management Project Manager, you will:

  • 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 of experience in project management software including but not limited to MS Project 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.
  • Proven success in delivering complex long-term projects on time, within budget, and to scope
  • Project Management Professional (PMP) certification or equivalent
  • Strong understanding of project management methodologies i.e. Agile or Waterfall
  • Excellent communication (written and verbal) and interpersonal skills

What to Expect as Part of MassMutual and the Team

  • Regular meetings with the portfolio sponsor
  • 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.
View Now

Investment Management Program Manager

01103 Springfield, Massachusetts MassMutual

Posted 2 days ago

Job Viewed

Tap Again To Close

Job Description

Investment Management 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 stand-up of the new organization supporting Corporate Finance, Enterprise Risk, and Investment Management initiatives. In this role, you will report directly to the Investment Management Portfolio Lead and be accountable for the planning, day-to-day execution, management, implementation and reporting of 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 an Investment Management 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 and portfolio leads in developing required detailed project artifacts tailored to project complexity.

The Team

This portfolio oversees the execution of initiatives across Corporate Finance, Enterprise Risk and Investment Management 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.

The Impact:

As the Investment Management Project Manager, you will:

  • 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 of experience in project management software including but not limited to MS Project 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.
  • Proven success in delivering complex long-term projects on time, within budget, and to scope
  • Project Management Professional (PMP) certification or equivalent
  • Strong understanding of project management methodologies i.e. Agile or Waterfall
  • Excellent communication (written and verbal) and interpersonal skills

What to Expect as Part of MassMutual and the Team

  • Regular meetings with the portfolio sponsor
  • 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.
View Now
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Investment Management Program Manager

06152 Hartford, Connecticut MassMutual

Posted 2 days ago

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Job Description

Investment Management 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 stand-up of the new organization supporting Corporate Finance, Enterprise Risk, and Investment Management initiatives. In this role, you will report directly to the Investment Management Portfolio Lead and be accountable for the planning, day-to-day execution, management, implementation and reporting of 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 an Investment Management 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 and portfolio leads in developing required detailed project artifacts tailored to project complexity.

The Team

This portfolio oversees the execution of initiatives across Corporate Finance, Enterprise Risk and Investment Management 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.

The Impact:

As the Investment Management Project Manager, you will:

  • 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 of experience in project management software including but not limited to MS Project 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.
  • Proven success in delivering complex long-term projects on time, within budget, and to scope
  • Project Management Professional (PMP) certification or equivalent
  • Strong understanding of project management methodologies i.e. Agile or Waterfall
  • Excellent communication (written and verbal) and interpersonal skills

What to Expect as Part of MassMutual and the Team

  • Regular meetings with the portfolio sponsor
  • 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.
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Investment Management Project Manager

01103 Springfield, Massachusetts MassMutual

Posted 2 days ago

Job Viewed

Tap Again To Close

Job Description

Investment Management 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 stand-up of the new organization supporting Corporate Finance, Enterprise Risk, and Investment Management initiatives. In this role, you will report directly to the Investment Management Portfolio Lead and be accountable for the planning, day-to-day execution, management, implementation and reporting of 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 an Investment Management 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 and portfolio leads in developing required detailed project artifacts tailored to project complexity.

The Team

This portfolio oversees the execution of initiatives across Corporate Finance, Enterprise Risk and Investment Management 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.

The Impact:

As the Investment Management Project Manager, you will:

  • 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 of experience in project management software including but not limited to MS Project 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.
  • Proven success in delivering complex long-term projects on time, within budget, and to scope
  • Project Management Professional (PMP) certification or equivalent
  • Strong understanding of project management methodologies i.e. Agile or Waterfall
  • Excellent communication (written and verbal) and interpersonal skills

What to Expect as Part of MassMutual and the Team

  • Regular meetings with the portfolio sponsor
  • 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.
View Now

Junior Investment Management Analyst

85261 Scottsdale, Arizona Rise48 Equity

Posted today

Job Viewed

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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 the link to complete the Culture Index survey and move forward with your application:


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.

View Now
 

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