5,191 Investing jobs in the United States

Crossover Investing Analyst

10261 New York, New York Soros Fund Management

Posted 3 days ago

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Job Description

Company Description

Soros Fund Management LLC (SFM) is a multi-strategy global investment firm and family office that manages approximately $28 billion in net assets. Founded by George Soros in 1970, SFM serves as the principal asset manager for the Open Society Foundations (OSF), one of the world's largest charitable foundations dedicated to promoting justice, human rights, and democracy. SFM leverages its permanent capital base, unconstrained mandate, and 50-plus + years of experience to invest nimbly across diverse strategies and asset classes, including public and private equities and credit and macro assets. SFM's approach is unique in the investment industry. Headquartered in New York City with offices in London, Dublin, and Hong Kong, SFM employs about 200 professionals.
Position Overview

SFM's Crossover Investing team is looking to add a junior analyst to evaluate investment opportunities across private and public companies. The team has a global mandate across all sectors and across the capital structure, with a preference for taking concentrated positions. The ideal candidate should have a strong interest in investing privately and publicly, possess excellent financial modeling skills, and be versatile across industries, with a deep sense of integrity and eagerness to grow.
Major Responsibilities
  • Support the investment team in evaluating crossover investment opportunities across private and public companies
  • Perform due diligence on potential investments and consolidate findings into detailed reports
  • Assist in managing existing investments and providing regular updates to the team
  • Conduct independent research, valuation, and industry analyses
  • Create and maintain detailed financial models and internal reports
  • Interact with internal and external subject matter experts
  • Engage with management teams and corporates
  • Review investor reports and third-party research
What We Value
  • Bachelor's degree from a top university
  • 5 years of experience in the financial industry, preferably investment banking or the buy-side in long/short equity, private equity, or venture capital
  • A strong demonstrated interest in investing in private and public companies across sectors and across capital structure
  • Ideal background from TMT, Consumer, or Industrials
  • Ability to conduct comprehensive fundamental research independently
  • Stellar problem-solving, analytical, and quantitative skills
  • Expected to have outstanding financial modeling abilities
  • Familiarity with handling data rooms
  • Excellent written and verbal communication skills
  • Able to engage confidently with C-level executives
  • Comfortable in a high-pressure, fast-paced environment
  • Able to take direction and show initiative as appropriate
  • Possesses a deep sense of integrity and intellectual honesty
  • Has demonstrated an ability to work effectively on a team
  • Ability to speak a second language preferred
Core Values

In all respects, needs to reflect the following SFM core values:
  • Integrity
  • Teamwork
  • Smart risk-taking
  • Owner's Mindset
  • Humility


We anticipate the base salary for this role will be in the range of $25k - 150k

In addition to a base salary, the successful candidate will also be eligible to receive a discretionary year-end bonus, as well as other benefits.

In all respects, candidates need to reflect the following SFM core values:

Integrity // Teamwork // Smart risk-taking // Owner's Mindset // Humility
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Sustainable Investing Analyst/PM

02133 Boston, Kentucky Bank of America

Posted 2 days ago

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Sustainable Investing Analyst/PM
Boston, Massachusetts
**To proceed with your application, you must be at least 18 years of age.**
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At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being a diverse and inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
**Job Description:**
The Socially Innovative Investing (S2I) platform is a suite of proprietary investment strategies that seek to achieve competitive performance, while helping clients align their investment portfolio with their sustainability mission, objectives and/or values. The S2I team believes that companies who demonstrate leadership in environmental stewardship, human capital, and corporate governance have an advantage over their peers in their ability to manage risk, invest in innovation, access new growth markets, increase productivity, and develop long-term sustainable business models. The team analyzes a broad base of ESG data, combining it with traditional fundamental and risk factors, to make investment decisions that aim to drive competitive risk-adjusted returns. The Sustainable Investing Analyst/PM will be a key contributor on the S2I team, helping to manage $6+ bil in client assets across 8 active equity strategies (including environmental and social equality thematic strategies).
The candidate's responsibilities will include: assistance in aggregating and analyzing ESG data from our third party vendors; contributing to the ongoing maintenance and improvement of our propriety S2I scoring models; conducting fundamental reviews for prospective and existing holdings; communicating investment ideas to the team; participation in client/prospect meetings, helping to communicate investment strategy to clients and field partners; staying abreast of key sustainability news/topics and sharing findings with team; preparing and analyzing performance attribution reports, factor attribution and risk reports; contributing to portfolio commentary; interacting with broad base of internal constituents (field PMs/advisors, trading, due diligence, research, marketing, strategy, compliance).
Desired Qualification:
The candidate will have 8+ years of experience in the investment industry with a focus on sustainable public equity investments. CFA designation or progress toward preferred. The candidate will have an analytical mind and a strong curiosity about how companies and markets work. The successful candidate will also be a collaborative team player that contributes to a positive working environment. Basic coding skills and experience Axioma or other risk models are a plus.
Required Qualifications:
College Degree required, finance or related major preferred. Significant work experience integrating ESG factors into security selection decisions. Significant experience using FactSet, particularly screening and portfolio analysis tools. The role requires strong data management/quantitative skills, detail-oriented quality control mentality, critical thinking and the ability to communicate complex ideas.
**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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Investing Operator (Albany, OR)

97321 Fairview, Oregon Selmet, Inc.

Posted 6 days ago

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Job Description

Permanent
Investing Operator - Day Shift available.

If you would love to be part of a company that is poised for substantial growth with opportunities for advancement, then working for CPP and its subsidiaries may be the right fit for you! We have multiple facilities in Albany, OR and are a world class supplier of titanium castings and components for the aerospace industry. If you are selected to join our team you will enjoy benefits such as quarterly bonus, medical, dental, vision, 401(k), company paid life insurance, and other great benefits!

Primary Purpose:
An Investing Operator will perform wax mold investing operations on aerospace product.

Duties and Responsibilities:
  • Use a wire wheel grinder to remove ceramic material from handles, bolts, and strongbacks.
  • Set up, prepare, and test mixtures for slurry.
  • Operate and monitor automatic dipping equipment.
  • Clean and grease robot head.
  • Load and unload molds from conveyor.
  • Cut mesh wire to specifications using a hand shear and mechanical shear.
  • Bend metal banding around strongbacks.
  • Load and unload product from carts.
Minimum Qualifications and Experience:
  • Prior industry experience preferred.
  • Must be able to lift up to 50 lbs. with or without reasonable accommodations.
  • Good attendance record required.
  • Able to read, understand, and follow written and verbal instructions.
  • Must be able to withstand long periods of standing and walking.
  • HS diploma or equivalent GED required, but candidates not meeting this requirement who possesses relevant experience will be considered.
  • Must be at least 18 years of age.
  • Solid job history including more than 1 year at previous or recent employer.
  • Must be willing to undergo a pre-employment background check and drug screening.
Environment:
  • Frequently work near moving mechanical parts.
  • The physical effort applied in this job includes lifting, pulling, reaching, manipulating, carrying, pushing, and shoveling.
  • Manufacturing requires repetitive motion of hands, wrists and arms.
  • Duties often performed under somewhat disagreeable working conditions; exposure to dust, dirt, fumes, noise and chemicals is likely, with at least one present to the extent of being disagreeable.
Schedule:
  • Swing and Day shift available.

Consolidated Precision Products (CPP) is an industry-leading manufacturer of highly-engineered
components and sub-assemblies, supplying the commercial aerospace, military and industrial markets with small-to-large "function critical" products. CPP provides its customers with a "total solution" source, taking them from concept to finished product with one of the broadest and most diverse product offerings in the industry. More information about our company can be found at:

U.S. person status is required for this position in order to comply with the Arms Export Control and Export Administration Act. U.S. persons are U.S. citizens, legal permanent residents as defined by 8 U.S.C. 1101(a)(20) or protected individuals as defined by 8 U.S.C. 1324b(a)(3).

CPP Corporation is an Equal Opportunity Employer that recruits, hires, trains, and promotes employees in all job classifications without regard to race, color, religion, age, sex, sexual orientation, gender identity, marital status, national origin, disability, veteran's status, or other legally protected status.

This is a full time position
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KKR Solutions Investing Analyst/ Associate

10261 New York, New York KKR

Posted 3 days ago

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Job Description

KKR Solutions Investing Analyst/Associate

KKR is a leading global investment firm that offers alternative asset management as well as capital markets and insurance solutions. KKR aims to generate attractive investment returns by following a patient and disciplined investment approach, employing world-class people, and supporting growth in its portfolio companies and communities. KKR sponsors investment funds that invest in private equity, credit and real assets and has strategic partners that manage hedge funds. KKR's insurance subsidiaries offer retirement, life and reinsurance products under the management of Global Atlantic Financial Group. References to KKR's investments may include the activities of its sponsored funds and insurance subsidiaries.

KKR Solutions allows the firm to offer a holistic solutions-oriented relationship to our most strategic clients (as opposed to one focused on selling individual products). The team's goal is to provide clients with a seamless entrance into KKR focused on multi-asset class exposures (including Private Equity, Real Assets and Credit) where we can help solve problems, especially around asset allocation and portfolio construction decisions, across our Insurance, Family Office, Wealth/HNW, Sovereign, and Pension clients. KKR Solutions works closely with the full firm to expand our relationships with clients, including Global Client Solutions resources, various investment teams, and specialists focused on macro-economics and insurance. The Solutions team is designed to deliver a more customized return and investment objective experience and accelerate capital formation across KKR through differentiated asset allocation insights, enhanced approaches to portfolio construction, and original intellectual content. The team is tight-knit and lean, providing junior team members robust access to senior executives/investment professionals, as well as a meritocratic and entrepreneurial culture.

KKR is seeking a talented and dedicated investment professional, at the Analyst or Associate level, to join its Solutions group. KKR Solutions was formed in response to clients seeking a smarter way to address the Alternatives asset class. The group often works as an "extension-of-staff" that tailors solutions to select clients' investment objectives. KKR Solutions offers full-suite Private Equity solutions, including primary funds, co-investments and secondaries through external manager and KKR investments. The group also offers multi-asset solutions across Private Markets more broadly, including Real Assets, Credit and Reinsurance.

By leveraging KKR's global platform to help source and evaluate opportunities, KKR Solutions is well-positioned to access differentiated deal flow and drive better asset selection decisions than its peers. Access to high-quality managers and an innovative structure versus traditional Fund-of-Funds has driven KKR Solutions' strong performance since inception (nearly 15 years). KKR Solutions has experienced tremendous growth in recent years and this positive trajectory is expected to continue.

Strategic, commercial and collaborative, this team member will work alongside a lean, entrepreneurial team to source, evaluate, recommend, and monitor private equity investments across buyout, growth/venture capital, distressed and other areas, through a combination of internally and externally managed funds, as well as co-investments and secondaries. This position is based in New York.

Conducting thorough due diligence on the most compelling prospective opportunities including analysis of investment strategy, process, organization, realized and unrealized portfolio positions, and performance

Sourcing and maintaining a pipeline of talented fund managers in the target markets

Sourcing co-investment and secondary opportunities among GP network and conducting due diligence on such opportunities

Conducting industry research and staying current on investment trends, communicating proactively with colleagues and building and maintaining a network within the manager community

Performing detailed analytics across asset classes to help inform portfolio construction processes and portfolio reviews

Working in conjunction with other investment team members to make investment recommendations on prospective and current investment manager allocations

Rigorously reviewing and monitoring the performance of managers; making recommendations for follow-on investments and managing updates/reporting on the existing portfolio

Providing general support to the client service/business development teams

Attending annual meetings and advisory board meetings as needed

1-3 years of experience in the financial services industry, likely in securities analysis and/or investment banking

Technical proficiency with Microsoft Excel and PowerPoint, including a finance/accounting skill set

Strong academic credentials from a respected institution

Strong analytical and quantitative skills

Collaborative and active contributor with a "roll-up-your-sleeves" attitude

Superior communication and presentation skills (written and oral) coupled with the requisite level of gravitas to effectively communicate complex ideas at a high level

Maturity and sound judgment, exhibiting an ability to thrive in cross-functional and cross-business unit settings

Proven ability to manage demands of multiple projects in a fast-paced work environment, including ability to prioritize time efficiently and handle heavy workloads while remaining attentive to detail

High level of intellectual curiosity, accountability and drive; self-motivated with the ability to work autonomously

Ability to develop and maintain a network with the outside investment community to expand the firm's knowledge

Able to manage highly sensitive, confidential information with complete discretion

Base Salary Range $130,000 - $150,000 USD

KKR is an equal opportunity employer. Individuals seeking employment are considered without regard to race, color, religion, national origin, age, sex, marital status, ancestry, physical or mental disability, veteran status, sexual orientation, or any other category protected by applicable law.

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KKR Solutions Investing Analyst/ Associate

10261 New York, New York Careers at KKR

Posted 3 days ago

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Job Description

COMPANY OVERVIEW

KKR is a leading global investment firm that offers alternative asset management as well as capital markets and insurance solutions. KKR aims to generate attractive investment returns by following a patient and disciplined investment approach, employing world-class people, and supporting growth in its portfolio companies and communities. KKR sponsors investment funds that invest in private equity, credit and real assets and has strategic partners that manage hedge funds. KKR's insurance subsidiaries offer retirement, life and reinsurance products under the management of Global Atlantic Financial Group. References to KKR's investments may include the activities of its sponsored funds and insurance subsidiaries.

TEAM OVERVIEW
KKR Solutions allows the firm to offer a holistic solutions-oriented relationship to our most strategic clients (as opposed to one focused on selling individual products). The team's goal is to provide clients with a seamless entrance into KKR focused on multi-asset class exposures (including Private Equity, Real Assets and Credit) where we can help solve problems, especially around asset allocation and portfolio construction decisions, across our Insurance, Family Office, Wealth/HNW, Sovereign, and Pension clients.
KKR Solutions works closely with the full firm to expand our relationships with clients, including Global Client Solutions resources, various investment teams, and specialists focused on macro-economics and insurance. The Solutions team is designed to deliver a more customized return and investment objective experience and accelerate capital formation across KKR through differentiated asset allocation insights, enhanced approaches to portfolio construction, and original intellectual content. The team is tight-knit and lean, providing junior team members robust access to senior executives/investment professionals, as well as a meritocratic and entrepreneurial culture.

POSITION SUMMARY
KKR is seeking a talented and dedicated investment professional, at the Analyst or Associate level, to join its Solutions group. KKR Solutions was formed in response to clients seeking a smarter way to address the Alternatives asset class. The group often works as an "extension-of-staff" that tailors solutions to select clients' investment objectives. KKR Solutions offers full-suite Private Equity solutions, including primary funds, co-investments and secondaries through external manager and KKR investments. The group also offers multi-asset solutions across Private Markets more broadly, including Real Assets, Credit and Reinsurance.

By leveraging KKR's global platform to help source and evaluate opportunities, KKR Solutions is well-positioned to access differentiated deal flow and drive better asset selection decisions than its peers. Access to high-quality managers and an innovative structure versus traditional Fund-of-Funds has driven KKR Solutions' strong performance since inception (nearly 15 years). KKR Solutions has experienced tremendous growth in recent years and this positive trajectory is expected to continue.

Strategic, commercial and collaborative, this team member will work alongside a lean, entrepreneurial team to source, evaluate, recommend, and monitor private equity investments across buyout, growth/venture capital, distressed and other areas, through a combination of internally and externally managed funds, as well as co-investments and secondaries. This position is based in New York.

RESPONSIBILITIES
• Conducting thorough due diligence on the most compelling prospective opportunities including analysis of investment strategy, process, organization, realized and unrealized portfolio positions, and performance
• Sourcing and maintaining a pipeline of talented fund managers in the target markets
• Sourcing co-investment and secondary opportunities among GP network and conducting due diligence on such opportunities
• Conducting industry research and staying current on investment trends, communicating proactively with colleagues and building and maintaining a network within the manager community
• Performing detailed analytics across asset classes to help inform portfolio construction processes and portfolio reviews
• Working in conjunction with other investment team members to make investment recommendations on prospective and current investment manager allocations
• Rigorously reviewing and monitoring the performance of managers; making recommendations for follow-on investments and managing updates/reporting on the existing portfolio
• Providing general support to the client service/business development teams
• Attending annual meetings and advisory board meetings as needed

IDEAL EXPERIENCE
• 1-3 years of experience in the financial services industry, likely in securities analysis and/or investment banking
• Technical proficiency with Microsoft Excel and PowerPoint, including a finance/accounting skill set
• Strong academic credentials from a respected institution

CRITICAL COMPETENCIES FOR SUCCESS
• Strong analytical and quantitative skills
• Collaborative and active contributor with a "roll-up-your-sleeves" attitude
• Superior communication and presentation skills (written and oral) coupled with the requisite level of gravitas to effectively communicate complex ideas at a high level
• Maturity and sound judgment, exhibiting an ability to thrive in cross-functional and cross-business unit settings
• Proven ability to manage demands of multiple projects in a fast-paced work environment, including ability to prioritize time efficiently and handle heavy workloads while remaining attentive to detail
• High level of intellectual curiosity, accountability and drive; self-motivated with the ability to work autonomously
• Ability to develop and maintain a network with the outside investment community to expand the firm's knowledge
• Able to manage highly sensitive, confidential information with complete discretion

This is the expected annual base salary range for this New York-based position. Actual salaries may vary based on factors, such as skill, experience, and qualification for the role. Employees may be eligible for a discretionary bonus, based on factors such as individual and team performance.

Base Salary Range

$130,000-$150,000 USD

KKR is an equal opportunity employer. Individuals seeking employment are considered without regard to race, color, religion, national origin, age, sex, marital status, ancestry, physical or mental disability, veteran status, sexual orientation, or any other category protected by applicable law.
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Sr. Specialist, Global Investing Services

32806 Orlando, Florida Charles Schwab

Posted today

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Job Description

**Your opportunity**
At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. We're seeking **Global Investing Sr. Specialists** who enjoy assisting others as they trade in the foreign markets and want to grow their career with a top financial services firm. In Global Investing Services, our vision is to be the most trusted Foreign Trade Desk on the street. We support Schwab's domestic and international clients who trade on exchanges outside of the U.S.
We attract highly engaged professionals who are interested in learning the foreign markets and are interested in furthering their foreign trading knowledge. We have a world-class training program which ensures we are able to meet the needs of our clients, regardless of their level of sophistication.
Our team consists of a **diverse** workforce in all different stages of their careers, including career changers and individuals re-entering the workforce. If you enjoy providing an outstanding level of service to others around you, have a passion for continuous learning, and enjoy working with like-minded individuals with whom you can learn and grow -- this is the role for you.
**What you have**
**Required Qualifications:**
+ Series 7 and 63 licenses required
+ 3-5 years of experience in Client Service, Financial Services and/or Brokerage Services; preferably trading, interacting with clients in a proactive and consultative manner
**Preferred Qualifications:**
+ Series 9-10 preferred
+ Bachelor's Degree
+ Passion for trading and market knowledge; ability to proactively discuss trading topics and appropriate solutions with clients
+ Current or previous contact center experience
+ Previous experience in customer service, client support and problem resolution skills
+ Proven analytical skills with the ability to effectively mitigate risk and adhere to trading accuracy while adhering to policies, procedures, and guidelines
+ Strong trading or familiarity of the securities industry with understanding of equities
What's in it for you
At Schwab, we're committed to empowering our employees' personal and professional success. Our flexible work options, supportive culture, and focus on your development means you'll get the tools you need to make a positive difference in the finance industry.
We offer a competitive benefits package that takes care of the whole you - both today and in the future:
+ Base salary + annual bonus
+ 401(k) with company match and Employee stock purchase plan
+ Paid time for vacation, volunteering, and a 4-week sabbatical after 5 years of service
+ Paid parental leave and family building benefits
+ Tuition reimbursement
+ Health, dental, and vision insurance
_In addition to the salary range, this role is also eligible for bonus or incentive opportunities._
**What's in it for you**
At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.
We offer a competitive benefits package that takes care of the whole you - both today and in the future:
+ 401(k) with company match and Employee stock purchase plan
+ Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
+ Paid parental leave and family building benefits
+ Tuition reimbursement
+ Health, dental, and vision insurance
What's in it for you:
At Schwab, we're committed to empowering our employees' personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you'll get the tools you need to make a positive difference in the finance industry. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.
We offer a competitive benefits package that takes care of the whole you - both today and in the future:
401(k) with company match and Employee stock purchase plan
Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
Paid parental leave and family building benefits
Tuition reimbursement
Health, dental, and vision insurance
Schwab is an affirmative action employer, focused on employing and advancing in employment, qualified women, racial and ethnic minorities, protected veterans, and individuals with disabilities in the workplace. If you have a disability and require reasonable accommodations in the application process, contact Human Resources at or call .
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Churchill Summer Internship: Responsible Investing

10176 New York, New York TIAA

Posted 1 day ago

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Job Description

Our 2026 Summer Internship Program for Analysts strives to provide you with a dynamic, comprehensive experience, exposing you to a number of critical components which builds the foundation for CAM's Responsible Investing ("RI") platform. Over the 8-9 week summer internship, you will work closely with the RI team and various teams across the firm on a number of tasks.
**Key Responsibilities and Duties**
+ ESG data analytics
+ Evaluating the ESG key performance indicators (KPIs) across new and existing portfolio companies
+ Assisting the RI team in the creation and upkeep of our ESG database, streamlining data collection and reporting
+ Attending investment committee meetings across both the Senior Lending and Private Equity and Junior Capital businesses to document key ESG risks and opportunities
+ Providing support for Churchill's Investor Solutions Group & Client Services team on RI DDQ's, and RFP's
**Requirements** :
+ Preferred candidate will be a rising Junior or Senior (Class of 2027 or 2028) expected to graduate with a Bachelor's Degree in Finance, Climate and Sustainability Management, Economics, Environmental Management or other financial sustainability focused curriculum
+ Strong attention to detail; careful review of facts and figures, quick to identify errors, ensure consistency of information
+ Familiarity with private credit markets, investment strategies, and asset classes is a plus
+ Outstanding interpersonal and written communication skills, effective and strong active listening skills
+ Proven track record of success collaborating in a fast-paced, results driven team environment
+ Demonstrated leadership skills with an ability to negotiate, influence and gain credibility
+ Innovative and creative thinker; ability to make connections among previously unrelated notions, ability to project how potential ideas may play out
**Educational Requirements**
+ High School Preferred
**Work Experience**
+ No Experience Required
**Physical Requirements**
+ Physical Requirements: Sedentary Work
**Career Level**
2IC
Base Pay will be $25.00 per hour
Related Skills
Accountability, Adaptability, Business Acumen, Collaboration, Communication, Consultative Communication, Data Analysis, Influence, Market/Industry Dynamics, Problem Solving, Relationship Management
**Anticipated Posting End Date:**

Base Pay Range: $2.00/hr - 35.00/hr
Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans).
___
**Company Overview**
Churchill, an investment-specialist affiliate of Nuveen (the asset manager of TIAA), provides customized financing solutions to U.S. middle market private equity firms and their portfolio companies across the capital structure. With over 52 billion of committed capital, we provide first lien, unitranche, second lien and mezzanine debt, in addition to equity co-investments, secondary solutions and private equity fund commitments. Churchill has a long history of disciplined investing across multiple economic cycles and our unique origination strategy and investment approach are driven by nearly 200 professionals in New York, Charlotte, Chicago, Dallas and Los Angeles. To learn more, visit .
**Our Culture of Impact**
At TIAA, we're on a mission to build on our 100+ year legacy of delivering for our clients while evolving to meet tomorrow's challenges. We equip our associates with future-focused skills and AI tools that enable us to advance our mission. Together, we are fighting to ensure a more secure financial future for all and for generations to come. We are guided by our values: Champion Our People, Be Client Obsessed, Lead with Integrity, Own It, and Win As One. They influence every decision we make and how we work together to serve our clients every day. We thrive in a collaborative in-office environment where teams work across organizational boundaries with shared purpose, accelerating innovation and delivering meaningful results. Our workplace brings together TIAA and Nuveen's entrepreneurial spirit, where we work hard and work together to create lasting impact. Here, every associate can grow through meaningful learning experiences and development pathways-because when our people succeed, our impact on clients' lives grows stronger.
**Benefits and Total Rewards**
The organization is committed to making financial well-being possible for its clients, and is equally committed to the well-being of our associates. That's why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones. Our benefits include a superior retirement program and highly competitive health, wellness and work life offerings that can help you achieve and maintain your best possible physical, emotional and financial well-being. To learn more about your benefits, please review our Benefits Summary ( .
**Equal Opportunity**
We are an Equal Opportunity Employer. TIAA does not discriminate against any candidate or employee on the basis of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status.
Our full EEO & Non-Discrimination statement is on our careers home page ( , and you can read more about your rights and view government notices here ( .
**Accessibility Support**
TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers, including individuals with disabilities.
If you are a U.S. applicant and desire a reasonable accommodation to complete a job application please use one of the below options to contact our accessibility support team:
Phone:
Email:
**Drug and Smoking Policy**
TIAA maintains a drug-free and smoke/free workplace.
**Privacy Notices**
For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here ( .
For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here ( .
For Applicants of TIAA Global Capabilities, click here ( .
For Applicants of Nuveen residing in Europe and APAC, please click here ( .
TIAA started out over 100 years ago to help ensure teachers could retire with dignity. Today, many people who work at not-for-profits rely on our wide range of financial products and services to support and strengthen their financial well-being.
**Privacy Notices**
+ For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here ( .
+ For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here ( .
+ For Applicants of TIAA Global Capabilities, click here ( .
+ For Applicants of Nuveen residing in Europe and APAC, please click here ( .
**Nondiscrimination & Equal Opportunity Employment**
TIAA is committed to providing equal opportunity across all employment practices and we believe our employees have a right to a diverse and inclusive workplace.
EEO is the Law ( Transparency
Philadelphia Ban the Box (
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Senior Philanthropy Advisor - Impact Investing

84601 Pine Valley, Utah $130000 Annually WhatJobs

Posted 5 days ago

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Job Description

full-time
Our client, a prestigious philanthropic foundation, is seeking a dedicated and strategic Senior Philanthropy Advisor to lead their impact investing initiatives. This is a fully remote position, providing the flexibility to engage with global stakeholders. You will be responsible for developing and implementing investment strategies that align with the foundation's mission, aiming to achieve both social and financial returns. The ideal candidate will have a profound understanding of impact investing principles, sustainable finance, and philanthropic sector dynamics. You will work closely with the board, program officers, and external investment managers to identify, evaluate, and manage a portfolio of investments.

Key responsibilities include conducting due diligence on potential investments, structuring new deals, and monitoring portfolio performance against defined impact metrics. You will also play a role in thought leadership, contributing to industry discussions and staying abreast of emerging trends in impact investing. This role demands exceptional analytical and financial modeling skills, a strong commitment to social change, and outstanding communication and negotiation abilities. You will be instrumental in shaping the foundation's approach to leveraging capital for maximum social good. The ability to work independently, manage complex relationships, and drive initiatives forward in a remote setting is crucial.

Responsibilities:
  • Develop and implement impact investing strategies aligned with the foundation's mission and values.
  • Source, evaluate, and conduct due diligence on potential impact investments across various sectors.
  • Structure and negotiate investment terms, ensuring alignment with financial and impact objectives.
  • Monitor and assess the financial performance and social impact of portfolio investments.
  • Manage relationships with external fund managers and co-investors.
  • Develop and refine impact measurement and reporting frameworks.
  • Conduct market research and identify emerging trends and opportunities in impact investing.
  • Prepare investment proposals, portfolio reviews, and reports for the board and relevant stakeholders.
  • Foster collaborations with other foundations, impact investors, and social enterprises.
  • Contribute to the foundation's thought leadership on impact investing.
Qualifications:
  • Master's degree in Business Administration, Finance, Economics, or a related field.
  • Minimum of 6 years of experience in impact investing, venture capital, private equity, or a related finance role with a social impact focus.
  • Demonstrated understanding of impact measurement and management (IMM) frameworks.
  • Strong financial analysis, modeling, and valuation skills.
  • Excellent research, due diligence, and negotiation abilities.
  • Proven track record of managing investment portfolios.
  • Exceptional communication, presentation, and interpersonal skills.
  • Ability to work independently, manage multiple priorities, and thrive in a remote work environment.
  • Passion for social justice and sustainable development.
This fully remote role for our client, based in **Provo, Utah, US**, offers a unique opportunity to drive meaningful social change through strategic investment.
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Licensed Global Financial Investing Services, Specialist

46202 Indianapolis, Indiana Charles Schwab

Posted today

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Job Description

**Your opportunity**
At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together.
_We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified location(s)._
We're seeking **Global Investing Specialists** who enjoy assisting others as they trade in the foreign markets and want to grow their career with a top financial services firm.
In Global Investing Services, our vision is to be the most trusted Foreign Trade Desk on the street. We support Schwab's domestic and international clients who trade on exchanges outside of the U.S.
We attract highly engaged professionals who are interested in learning the foreign markets and are interested in furthering their foreign trading knowledge. We have a world-class training program which ensures we are able to meet the needs of our clients, regardless of their level of sophistication.
Our team consists of a **diverse** workforce in all different stages of their careers, including career changers and individuals re-entering the workforce. If you enjoy providing an outstanding level of service to others around you, have a passion for continuous learning, and enjoy working with like-minded individuals with whom you can learn and grow -- this is the role for you.
**What you have**
To ensure that we fulfill our promise of "challenging the status quo," this role has specific qualifications that successful candidates should have.
**Required Qualifications:**
+ **Series 7 and 63 licenses** required
+ **1-2 years of experience** in Client Service, Financial Services and/or Brokerage Services
**Preferred Qualifications:**
+ Bachelor's degree
+ Current or previous contact center experience
+ Previous experience in customer service, client support and problem resolution skills
+ Proven analytical skills with the ability to effectively mitigate risk and adhere to trading accuracy while adhering to policies, procedures, and guidelines
+ Strong U.S trading experience, or familiarity with the securities industry and an understanding of options and equities
In addition to the salary range, this role is eligible for bonus or incentive opportunities.
**What's in it for you**
At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.
We offer a competitive benefits package that takes care of the whole you - both today and in the future:
+ 401(k) with company match and Employee stock purchase plan
+ Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
+ Paid parental leave and family building benefits
+ Tuition reimbursement
+ Health, dental, and vision insurance
What's in it for you:
At Schwab, we're committed to empowering our employees' personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you'll get the tools you need to make a positive difference in the finance industry. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.
We offer a competitive benefits package that takes care of the whole you - both today and in the future:
401(k) with company match and Employee stock purchase plan
Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
Paid parental leave and family building benefits
Tuition reimbursement
Health, dental, and vision insurance
Schwab is an affirmative action employer, focused on employing and advancing in employment, qualified women, racial and ethnic minorities, protected veterans, and individuals with disabilities in the workplace. If you have a disability and require reasonable accommodations in the application process, contact Human Resources at or call .
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Sr. Specialist, Global Investing Services (Ocoee)

34761 Ocoee, Florida Charles Schwab

Posted today

Job Viewed

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Job Description

part time
Position Type: Regular
Your opportunity

At Schwab, youre empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us challenge the status quo and transform the finance industry together. Were seeking Global Investing Sr. Specialists who enjoy assisting others as they trade in the foreign markets and want to grow their career with a top financial services firm. In Global Investing Services, our vision is to be the most trusted Foreign Trade Desk on the street. We support Schwabs domestic and international clients who trade on exchanges outside of the U.S.

We attract highly engaged professionals who are interested in learning the foreign markets and are interested in furthering their foreign trading knowledge. We have a world-class training program which ensures we are able to meet the needs of our clients, regardless of their level of sophistication.

Our team consists of adiverse workforce in all different stages of their careers, including career changers and individuals re-entering the workforce. If you enjoy providing an outstanding level of service to others around you, have a passion for continuous learning, and enjoy working with like-minded individuals with whom you can learn and grow -- this is the role for you.

What you have

Required Qualifications:

  • Series 7 and 63 licensesrequired
  • 3-5 years of experience in Client Service, Financial Services and/or Brokerage Services; preferably trading, interacting with clients in a proactive and consultative manner

Preferred Qualifications:

  • Series 9-10 preferred
  • Bachelors Degree
  • Passion for trading and market knowledge; ability to proactively discuss trading topics and appropriate solutions with clients
  • Current or previous contact center experience
  • Previous experience in customer service, client support and problem resolution skills
  • Proven analytical skills with the ability to effectively mitigate risk and adhere to trading accuracy while adhering to policies, procedures, and guidelines
  • Strong trading or familiarity of the securities industry with understanding of equities

Whats in it for you

At Schwab, were committed to empowering our employees personal and professional success. Our flexible work options, supportive culture, and focus on your development means youll get the tools you need to make a positive difference in the finance industry.

We offer a competitive benefits package that takes care of the whole you both today and in the future:

  • Base salary + annual bonus
  • 401(k) with company match and Employee stock purchase plan
  • Paid time for vacation, volunteering, and a 4-week sabbatical after 5 years of service
  • Paid parental leave and family building benefits
  • Tuition reimbursement
  • Health, dental, and vision insurance

In addition to the salary range, this role is also eligible for bonus or incentive opportunities.


Whats in it for you

At Schwab, youre empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaborationso you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.

We offer a competitive benefits package that takes care of the whole you both today and in the future:

  • 401(k) with company match and Employee stock purchase plan
  • Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
  • Paid parental leave and family building benefits
  • Tuition reimbursement
  • Health, dental, and vision insurance

View Now
 

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