827 Head Of Trading jobs in the United States

Chief Investment Officer, Portfolio Management

45201 Cincinnati, Ohio $250000 Annually WhatJobs

Posted 1 day ago

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full-time
Our client, a distinguished financial institution, is seeking a highly accomplished and strategic Chief Investment Officer (CIO) to lead their investment management division. This pivotal role, located in **Cincinnati, Ohio, US**, with a hybrid work structure, will be responsible for developing and executing comprehensive investment strategies that align with the firm's objectives and maximize shareholder value. The CIO will oversee all aspects of portfolio management, including asset allocation, risk management, and market analysis. You will lead a team of experienced investment professionals, fostering a culture of rigorous research, astute decision-making, and ethical conduct. Key responsibilities include identifying and evaluating investment opportunities across various asset classes, managing investment risk exposure, and ensuring compliance with regulatory requirements. The ideal candidate will possess extensive experience in global financial markets, deep analytical acumen, and a proven track record of successful portfolio performance. Strong leadership, strategic thinking, and exceptional communication skills are essential to effectively engage with the board of directors, investment committees, and key stakeholders. This is an unparalleled opportunity for a seasoned finance leader to shape the investment future of a respected organization and to drive significant financial growth. A profound understanding of macroeconomic trends, economic forecasting, and quantitative analysis is critical. We are seeking a visionary leader who can navigate complex financial landscapes and deliver exceptional returns.
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Senior Investment Analyst, Portfolio Management

94102 Sacramento, California $130000 annum + bon WhatJobs

Posted 8 days ago

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full-time
Our client, a prestigious financial institution, is seeking a highly analytical and results-driven Senior Investment Analyst to join their Portfolio Management team in **Sacramento, California, US**. This role requires a deep understanding of financial markets, investment strategies, and risk management principles. The successful candidate will be responsible for conducting in-depth financial analysis, evaluating investment opportunities, constructing and managing investment portfolios, and providing strategic recommendations to clients and internal stakeholders. You will play a crucial role in driving investment performance and contributing to the growth of client assets under management. This position offers a challenging and rewarding career in the dynamic world of finance.
Responsibilities:
  • Conduct comprehensive research and analysis of financial markets, economic trends, and industry sectors.
  • Evaluate investment opportunities across various asset classes, including equities, fixed income, and alternative investments.
  • Develop, monitor, and manage investment portfolios to meet client objectives and risk tolerances.
  • Perform quantitative and qualitative analysis of securities and investment strategies.
  • Prepare detailed investment reports, performance reviews, and market commentary.
  • Provide strategic investment recommendations to portfolio managers and client advisory teams.
  • Monitor portfolio risk exposures and implement hedging strategies as necessary.
  • Build and maintain sophisticated financial models for valuation and forecasting.
  • Stay abreast of regulatory changes and market developments affecting investment management.
  • Collaborate with traders, research analysts, and client relationship managers.
  • Present investment strategies and performance results to clients and internal committees.
  • Ensure compliance with all relevant legal and regulatory requirements.
  • Identify and assess new investment products and opportunities.
  • Contribute to the development of innovative portfolio construction methodologies.
  • Assist in due diligence processes for external investment managers.

Qualifications:
  • Bachelor's degree in Finance, Economics, Mathematics, or a related quantitative field. CFA designation or progress towards it is highly preferred.
  • Minimum of 5 years of experience in investment analysis, portfolio management, or a related financial role.
  • Strong understanding of financial modeling, valuation techniques, and risk management.
  • Proficiency in financial databases and analytical software (e.g., Bloomberg, FactSet, Excel, Python).
  • Excellent analytical, quantitative, and problem-solving skills.
  • Exceptional written and verbal communication abilities, with a talent for presenting complex information clearly.
  • Demonstrated ability to work independently and collaboratively in a high-pressure environment.
  • Deep knowledge of various investment strategies and asset classes.
  • High level of integrity and attention to detail.
  • CFA Charterholder or progress towards CFA is a significant advantage.
This is an excellent opportunity for a skilled investment professional to make a significant contribution to a leading financial firm.
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Senior Investment Analyst - Portfolio Management

46204 Indianapolis, Indiana $120000 Annually WhatJobs

Posted 10 days ago

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full-time
Our client, a prestigious financial institution, is seeking a highly analytical and driven Senior Investment Analyst to join their elite, fully remote investment team. This position is pivotal in supporting the firm's portfolio management activities, involving in-depth market research, financial modeling, and investment strategy development. You will play a crucial role in evaluating investment opportunities, assessing risks, and contributing to asset allocation decisions across various asset classes. The successful candidate will possess a strong quantitative background, excellent communication skills, and a passion for financial markets. This remote-first role allows you to leverage your expertise from anywhere within the US, collaborating seamlessly with colleagues through advanced digital tools.Location: Indianapolis, Indiana, US

Responsibilities:
  • Conduct comprehensive research and analysis of financial markets, economic trends, and specific investment opportunities.
  • Develop and maintain sophisticated financial models to evaluate securities, companies, and potential investments.
  • Assist in the formulation and implementation of investment strategies and asset allocation.
  • Monitor existing portfolio performance, identify risks, and recommend adjustments.
  • Prepare detailed investment reports, presentations, and memos for senior management and clients.
  • Collaborate with portfolio managers to support investment decisions and client interactions.
  • Stay abreast of industry developments, regulatory changes, and market news.
  • Perform due diligence on potential investments and conduct risk assessments.
  • Contribute to the development of new investment products and strategies.
  • Maintain an understanding of various financial instruments, including equities, fixed income, and alternatives.
Qualifications:
  • Master's degree in Finance, Economics, Mathematics, or a related quantitative field.
  • CFA designation or progress towards CFA strongly preferred.
  • 5+ years of experience in investment analysis, portfolio management, or a related financial role.
  • Proven ability in financial modeling, valuation techniques, and statistical analysis.
  • Deep understanding of capital markets, investment strategies, and portfolio theory.
  • Proficiency in financial databases and analytical software (e.g., Bloomberg, FactSet, Refinitiv Eikon).
  • Exceptional analytical, critical thinking, and problem-solving skills.
  • Excellent written and verbal communication abilities, with the capacity to present complex information clearly.
  • Ability to work independently and collaboratively in a remote team environment.
  • High ethical standards and a commitment to fiduciary responsibility.
This remote position offers an exceptional career path within investment management, providing significant opportunities for growth and impact within a leading financial services organization.
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Senior Investment Analyst - Portfolio Management

43201 Columbus, Ohio $110000 Annually WhatJobs

Posted 10 days ago

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Job Description

full-time
Our client, a prestigious financial institution, is looking for a talented Senior Investment Analyst to join their dynamic Portfolio Management team. This role is based in Columbus, Ohio, US , offering a hybrid work model that combines the benefits of in-office collaboration with remote flexibility. You will play a critical role in supporting the management of diverse investment portfolios, conducting in-depth financial analysis, and developing investment strategies. Responsibilities include researching and evaluating market trends, analyzing financial statements and economic data, performing valuation modeling, and generating investment recommendations for portfolio managers. You will monitor portfolio performance, identify risks and opportunities, and contribute to client reporting and presentations. The ideal candidate possesses a Bachelor's degree in Finance, Economics, or a related quantitative field, along with 5-7 years of experience in investment analysis, portfolio management, or equity research. A strong understanding of financial markets, investment instruments, and quantitative analysis techniques is essential. Proficiency in financial modeling software and databases (e.g., Bloomberg, FactSet, Excel) is required. Excellent analytical, problem-solving, and communication skills are paramount, along with the ability to work effectively both independently and as part of a collaborative team in a hybrid environment. CFA designation or progress towards it is a plus. If you are a detail-oriented, results-driven professional seeking to advance your career in investment management within a respected firm, we encourage you to apply.
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Senior Investment Strategist, Portfolio Management

64105 Kansas City, Missouri $170000 Annually WhatJobs

Posted 11 days ago

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Job Description

full-time
Our client, a distinguished financial institution, is actively seeking a highly experienced Senior Investment Strategist to join their Portfolio Management division in Kansas City, Missouri, US . This pivotal role involves developing and articulating sophisticated investment strategies across various asset classes to support client portfolios and internal investment decisions. The ideal candidate will possess a profound understanding of global financial markets, economic trends, and quantitative analysis techniques. You will be responsible for conducting in-depth market research, generating investment insights, and communicating complex strategies to stakeholders, including portfolio managers, executive leadership, and clients. This position offers a challenging and rewarding opportunity to influence investment outcomes at a leading firm.

Key responsibilities include:
  • Developing and refining investment strategies across equities, fixed income, alternatives, and multi-asset classes.
  • Conducting comprehensive macroeconomic and market analysis to identify investment opportunities and risks.
  • Performing in-depth research on specific securities, sectors, and industries.
  • Developing and utilizing quantitative models to support investment decision-making.
  • Creating compelling investment proposals, presentations, and market commentary for internal and external audiences.
  • Collaborating closely with portfolio managers to implement and monitor investment strategies.
  • Staying abreast of global economic developments, geopolitical events, and regulatory changes impacting financial markets.
  • Evaluating new investment products and asset allocation frameworks.
  • Providing thought leadership on market trends and investment themes.
  • Contributing to the firm's overall investment research and strategy development.
The ideal candidate will hold an advanced degree (MBA, Master's in Finance, Economics, or a related quantitative field) and possess relevant professional designations such as CFA (Chartered Financial Analyst). A minimum of 8 years of experience in investment strategy, portfolio management, or sell-side/buy-side research is required. Proven experience in asset allocation, risk management, and quantitative analysis is essential. Exceptional analytical, critical thinking, and problem-solving skills are paramount. Outstanding written and verbal communication skills, with the ability to articulate complex financial concepts clearly and concisely, are crucial. This hybrid role requires on-site presence in our Kansas City office for key meetings and collaborative sessions.
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Lead Investment Analyst, Portfolio Management

98101 Seattle, Washington $90000 Annually WhatJobs

Posted 12 days ago

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full-time
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.
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Senior Investment Analyst - Portfolio Management

78701 Austin, Texas $100000 Annually WhatJobs

Posted 18 days ago

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full-time
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:
  • 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.
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Senior Investment Analyst - Portfolio Management

02108 Boston, Massachusetts $160000 Annually WhatJobs

Posted 19 days ago

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full-time
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.
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Senior Investment Analyst - Portfolio Management

80903 Colorado Springs, Colorado $100000 Annually WhatJobs

Posted 19 days ago

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full-time
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.
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Project Portfolio Management Analyst (Enterprise Portfolio Management)

01752 Marlborough, Massachusetts Hologic

Posted today

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Project Portfolio Management Analyst (Enterprise Portfolio Management)
Marlborough, MA, United States
At **Hologic** , we are committed to driving operational excellence and innovation in healthcare. As we continue to grow, we seek a talented **Portfolio Management Analyst** to optimize our enterprise project and portfolio management processes and help us deliver high-impact solutions.
As our **Project Portfolio Management Analyst,** you will be the key administrator and optimizer of our enterprise portfolio management tool. You'll ensure the system supports project, program, and portfolio activities, provide user training and technical support, and collaborate with stakeholders to drive business objectives and continuous improvement.
**Key Responsibilities:**
+ Tool Administration & Configuration:
+ Configure and maintain the enterprise portfolio management tool, ensuring it aligns with company needs and best practices.
+ Oversee workflows, dashboards, reports, integrations, user access, and permissions.
+ Monitor system performance, troubleshoot issues, and coordinate upgrades.
+ Data Management & Reporting:
+ Ensure data accuracy and integrity through regular audits and updates.
+ Develop and maintain dashboards and reports to provide actionable insights for leadership.
+ Support data visualization and reporting aligned with organizational KPIs and goals.
+ Process Optimization & Best Practices:
+ Identify opportunities to enhance usability, streamline workflows, and minimize business disruption.
+ Collaborate with project managers and PMO leaders to optimize tool processes and support business needs.
+ Stay current with product capabilities and industry trends to recommend improvements.
+ Training & Support:
+ Deliver user training and create documentation (guides, FAQs) to support adoption and effective usage.
+ Serve as the first point of contact for technical support and troubleshooting.
+ Stakeholder Collaboration:
+ Partner with cross-functional teams to translate business requirements into tool enhancements.
+ Liaise with vendor representatives for system upgrades and support.
+ Support change management and smooth transitions for tool updates.
+ Project & Portfolio Alignment:
+ Ensure the tool enables portfolio prioritization, resource planning, and project execution.
+ Monitor portfolio health and provide recommendations for improved resource allocation
**Qualifications:**
+ Bachelor's degree in Information Technology, Business Administration, Project Management, or related field (or equivalent experience).
+ 3+ years of experience administering portfolio management tools (Planview experience preferred).
+ Experience working within a PMO, IT, or project management environment a plus.
+ Strong analytical, configuration, and problem-solving skills.
+ Proficient in Microsoft Excel, data visualization tools (e.g., Power BI), and portfolio management methodologies (PMI, Agile, etc.).
+ Excellent communication and collaboration skills with diverse stakeholders.
+ Project management certifications (PMP, PRINCE2, Agile/Scrum) a plus.
Key Attributes:
+ Detail-oriented with a strong focus on data accuracy and integrity.
+ Proactive problem solver with a customer-focused mindset.
+ Adaptable to evolving business needs and technologies.
+ Passion for continuous learning and process improvement.
**So why join Hologic?**
We are committed to making Hologic the company where top talent comes to grow. For you to succeed, we want to enable you with the tools and knowledge required and so we provide comprehensive training when you join as well as continued development and training throughout your career. We offer a competitive salary and annual bonus scheme, one of our talent partners can discuss this in more detail with you.
If you have the right skills and experience and want to join our team, apply today. We can't wait to hear from you!
The annualized base salary range for this role is $88,600 - $138,500 and is bonus eligible. Final compensation packages will ultimately depend on factors including relevant experience, skillset, knowledge, geography, education, business needs and market demand.
Agency and Third-Party Recruiter Notice: Agencies that submit a resume to Hologic must have a current executed Hologic Agency Agreement executed by a member of the Human Resource Department. In addition Agencies may only submit candidates to positions for which they have been invited to do so by a Hologic Recruiter. All resumes must be sent to the Hologic Recruiter under these terms or they will not be considered.
As part of our commitment to a fair and accurate evaluation of each candidate's qualifications, we require all applicants to refrain from using AI tools, such as generative AI or automated writing assistance, during any stage of the interview process. Responses influenced by AI may result in disqualification. We appreciate your understanding and cooperation in ensuring a transparent and equitable selection process.
Hologic, Inc. is proud to be an Equal Opportunity Employer inclusive of disability and veterans.
LI-#DS1
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