261 Investment Analysis jobs in New York

Our client, a leading financial institution, is seeking a highly skilled Senior Data Scientist to bolster their quantitative analysis team in **New York City, New York**. This critical role involves developing sophisticated financial models, conducting deep dives into complex datasets, and deriving actionable insights to drive strategic decision-making. You will be responsible for building and deploying machine learning models, performing statistical analysis, and communicating findings to both technical and non-technical stakeholders. Key responsibilities include data wrangling, feature engineering, model validation, and implementing advanced analytical techniques. The ideal candidate will have extensive experience in Python or R for data analysis, a strong grasp of statistical modeling, machine learning algorithms (e.g., regression, classification, time series analysis), and experience with big data technologies. Familiarity with financial markets and financial instruments is highly advantageous. A Master's or Ph.D. in Statistics, Economics, Computer Science, Mathematics, or a related quantitative field, along with a minimum of 7 years of experience in data science with a focus on financial modeling, is required. Exceptional analytical, problem-solving, and communication skills are essential for success in this demanding role. This hybrid position offers the flexibility to balance remote work with in-office collaboration, providing a stimulating environment to work on cutting-edge financial analytics. Join our innovative team and shape the future of financial analytics.

The Product Management Senior Lead Analyst is a senior level position responsible for the development of product plans, strategies and tactics in coordination with the Product Management team. The overall objective of this role is to coordinate the promotion of products to develop new markets, increase share of market and obtain competitive position.

Model Risk Management (MRM) is a critical part of Citis Global Risk Management organization, providing independent oversight of models used across the firm to manage risk and inform key business decisions. The System Strategy and Oversight (SSO) team within MRM is responsible for the driving the product strategy, program management, governance, and continuous enhancement of the Model Risk Management System (MRMS).

We are seeking a Senior Vice President with demonstrated ownership capabilities, strong product management expertise, and a proven ability to drive system and process transformation initiatives. The successful candidate will play an integral role in modernizing Citis model risk infrastructure, delivering solutions that ensure operational excellence, regulatory compliance, and strategic alignment. This role offers the opportunity to drive critical initiatives that shape the future of Citis Model Risk framework. You will work in a highly visible, high-impact environment, partnering with senior stakeholders and technology teams to deliver solutions that strengthen Citis risk management infrastructure and operational resilience.

Responsibilities:

• Lead initiatives to redesign and reengineer the Model Risk Management System (MRMS) in alignment with Citis Model Risk Management Policy, Procedures, and broader system strategy.
• Develop and execute a multiyear roadmap for Model Risk Management, aligning with organizational vision.
• Translate policy and procedural requirements into detailed process flows, system requirements, and actionable project plans, identifying opportunities for streamlining, automation, and enhanced controls.
• Collaborate closely with internal stakeholders across Risk, Model Development, Validation, Technology, and Business Management functions to deliver integrated, effective system solutions.
• Author comprehensive business requirements and partner with technology teams to oversee solution design, development, and implementation.
• Drive system enhancements that simplify model lifecycle management processes, integrate emerging technologies such as Gen AI, and improve risk metrics reporting and documentation digitization.
• Prioritize Initiatives, provide governance over IT project delivery, ensuring initiatives are completed on time, within scope, and aligned with budgetary and strategic objectives.
• Define and oversee system quality standards, preventive control mechanisms, user acceptance testing (UAT) processes, and end-user training programs.
• Maintain strong control, governance, and documentation practices in line with Citi standards and regulatory expectations.
• Assist in development and analysis of strategic product roadmaps, product enhancement and development, product launches, and product marketing to gain maximum benefit from each product, as well as review surveys and analyze competitive industry landscapes to identify relative trends, threats, and opportunities for product managers.
• Participate in day-to-day product management for core products such as product delivery, client experience, and client communication strategies as well as help the team prioritize, negotiate, and remove obstacles to achieve business results.
• Execute client value propositions, positioning, segmentation, pricing, targeting, channel strategies, and competitive differentiation to achieve preferred status as a partner to Citi clients.
• Provide informal guidance or on-the-job training to new team members.
• Oversee client and competitor market research, develop product innovation roadmap, and assist product managers in addressing fundamental trials of product commoditization to create an advanced set of solutions.
• Contribute to achievement of acquisition targets, product financial performance, revenue performance, and expense management goals as well as oversee identification and execution of opportunities and gaps business plans.
• Implement team procedures, client problem resolution, and client management.
• Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.

Qualifications:

• Minimum 10 years of professional experience, including 5+ years in product development, technology-driven system enhancement, or governance roles.
• Prior experience in model risk management, model development, model validation, or similar risk/control functions within financial institutions strongly preferred.
• Familiarity with regulatory guidance on model risk management, including SR 11-7 and SR 15-18, is highly desirable.
• Demonstrated success leading cross-functional initiatives involving risk management, technology, and process reengineering.
• Demonstrated expertise in implementing document digitization and metrics, with a focus on driving integration with Generative AI models (preferred).
• Hands-on experience with database design, SQL for analysis, and reporting frameworks.
• Working knowledge of emerging technologies, including experience building Proofs-of-Concept (POCs) in Python, R, or similar programming languages, is advantageous.
• Strong project management discipline, with proven ability to manage initiatives through full lifecycle execution.
• Proficiency in Jira (for backlog management), Confluence (for documentation), and Microsoft Office tools (Excel, Word, PowerPoint, Visio).
• Ability to work unsupervised and adjust priorities quickly as circumstances dictate.
• Ability to work under pressure and manage deadlines or unexpected changes in expectations or requirements.
• Consistently demonstrates clear and concise written and verbal communication.
• Demonstrated analytical skills.
• Demonstrated problem-solving and decision-making skills.

Skills:

• Ownership Mindset & Drive Results: Own end-to-end delivery of initiatives, proactively resolving challenges and influencing cross-functional teams to deliver high-impact product outcomes.
• Strong analytical and problem-solving skills with a practical, execution-focused approach.
• Excellent written and verbal communication skills, capable of producing high-quality executive-level materials.
• Ability to work independently with limited oversight and collaborate with cross-functional teams across 1st, 2nd line teams and technology
• Exceptional organizational skills, with the ability to manage multiple projects and priorities simultaneously.
• Strong attention to detail combined with the ability to see the broader strategic context.

Education:

• Bachelors degree/University degree.
• Masters degree in Finance, Mathematics, Computer Science, Engineering, or a related discipline with 10+ years.

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Job Family Group:

Product Management and Development

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Job Family:

Product Management

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Time Type:

Full time

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Primary Location:

Long Island City New York United States

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Primary Location Full Time Salary Range:

$163,600.00 - $245,400.00

In addition to salary, Citis offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.

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Most Relevant Skills

Please see the requirements listed above.

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Other Relevant Skills

For complementary skills, please see above and/or contact the recruiter.

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Anticipated Posting Close Date:

Sep 21, 2025

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Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.

If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi.

View Citis EEO Policy Statement and the Know Your Rights poster.

#J-18808-Ljbffr

At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at-all from Day One.
**Job Description**
**U.S. Bancorp Impact Finance** is seeking an experienced finance professional to join our growing Affordable Housing team as a real estate **Financial Modeling Manager** . The Modeling Manager will be responsible for conducting financial modeling and analysis of Low-Income Housing Tax Credit (LIHTC) equity investments and debt transactions.
The Modeling Manager will work directly with Business Development Officers, underwriting Project Managers, and Asset Managers throughout all deal phases to ensure deals balance profitability and risk targets. The goal is to ensure deals are structured correctly to meet investment program requirements. The individual will be responsive to a range of internal and external stakeholders through clear and timely communication of financial concepts.
The Financial Modeling Team currently consists of 5 Modeling Managers reporting to the Assistant Director of Financial Modeling.
**Essential Functions**
+ Performs and supports deal level financial and profitability modeling including; deal input, IRR analysis, deal structuring, issue resolution, model customization for unique deal structures, and financial quality control, with proficiency in Excel.
+ Serve as a critical deal team member during the origination, underwriting, closing, and asset management process.
+ Provide ongoing technical support, training, and issue resolution, along with an ability to explain and troubleshoot complex formulas and dependencies.
+ Provide highly responsive financial support to internal relationship managers, underwriters, and asset manager stakeholders to meet deal timelines and exceed customer expectations.
+ Collaborate with external customers, accountants, and legal counsel to effectively structure, develop, and manage deal closing projections, with knowledge of database management and the ability to work with large datasets to extract, clean, and analyze data.
+ Collaborate cross-functionally to connect financial information with Impact Finance syndication investment funds through timely communication, technology innovation, and financial process improvement, leveraging advanced Excel skills and programming languages for data analysis and automation.
+ Effectively communicate and synthesize inputs, outputs, and key assumptions within a financial model to various financial and non-financial stakeholders, using data visualization tools to create and present reports and dashboards.
+ Efficiently prioritize and complete a multitude of complex analysis and modeling projects, often on short timelines, with strong project management skills and the ability to multi-task on numerous projects simultaneously.
**Basic Qualifications**
- Bachelor's degree and six or more years of related experience
OR
- MBA/JD with three or more years of directly related experience
**Preferred Skills/Experience**
+ Strong analytical skills and proficiency in Excel, including the ability to manipulate, design, and troubleshoot complex Excel underwriting spreadsheets.
+ Ability to multi-task on numerous projects and tasks simultaneously, with strong project management skills.
+ Effective communication and teamwork skills, with the ability to work collaboratively in a team environment.
+ Experience with credit analysis, debt structuring, and partnership modeling.
+ Excellent verbal and written communication skills with experience explaining financial concepts to a wide range of stakeholders and customers
+ Detailed understanding of deal profitability metrics, IRR, Shareholder Value Analysis and financial drivers
+ Bachelor's degree in business, accounting, economics, mathematics, finance, or a related field. CPA or Master's degree preferred.
+ At least 6 years of experience in underwriting, structuring real estate projects, and credit analysis, with specific knowledge of tax issues impacting limited partnerships and Section 42 projects highly preferred.
U.S. Bancorp Community Development Corporation is now operating as U.S. Bancorp Impact Finance. All job postings under U.S. Bancorp Impact Finance reside within the USBCDC organization.
**Location**
The role offers a hybrid/flexible schedule, which means there's an in-office expectation of 3 or more days per week and the flexibility to work outside the office location for the other days.
If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants ( .
**Benefits:**
Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours):
+ Healthcare (medical, dental, vision)
+ Basic term and optional term life insurance
+ Short-term and long-term disability
+ Pregnancy disability and parental leave
+ 401(k) and employer-funded retirement plan
+ Paid vacation (from two to five weeks depending on salary grade and tenure)
+ Up to 11 paid holiday opportunities
+ Adoption assistance
+ Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law
U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.
**E-Verify**
U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program ( .
The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $111,605.00 - $131,300.00
U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.
**Posting may be closed earlier due to high volume of applicants.**

The Product Management Senior Lead Analyst is a senior level position responsible for the development of product plans, strategies and tactics in coordination with the Product Management team. The overall objective of this role is to coordinate the promotion of products to develop new markets, increase share of market and obtain competitive position.
Model Risk Management (MRM) is a critical part of Citi's Global Risk Management organization, providing independent oversight of models used across the firm to manage risk and inform key business decisions. The System Strategy and Oversight (SSO) team within MRM is responsible for the driving the product strategy, program management, governance, and continuous enhancement of the Model Risk Management System (MRMS).
We are seeking a Senior Vice President with demonstrated ownership capabilities, strong product management expertise, and a proven ability to drive system and process transformation initiatives. The successful candidate will play an integral role in modernizing Citi's model risk infrastructure, delivering solutions that ensure operational excellence, regulatory compliance, and strategic alignment. This role offers the opportunity to drive critical initiatives that shape the future of Citi's Model Risk framework. You will work in a highly visible, high-impact environment, partnering with senior stakeholders and technology teams to deliver solutions that strengthen Citi's risk management infrastructure and operational resilience.
**Responsibilities:**
+ Lead initiatives to redesign and reengineer the Model Risk Management System (MRMS) in alignment with Citi's Model Risk Management Policy, Procedures, and broader system strategy.
+ Develop and execute a multiyear roadmap for Model Risk Management, aligning with organizational vision.
+ Translate policy and procedural requirements into detailed process flows, system requirements, and actionable project plans, identifying opportunities for streamlining, automation, and enhanced controls.
+ Collaborate closely with internal stakeholders across Risk, Model Development, Validation, Technology, and Business Management functions to deliver integrated, effective system solutions.
+ Author comprehensive business requirements and partner with technology teams to oversee solution design, development, and implementation.
+ Drive system enhancements that simplify model lifecycle management processes, integrate emerging technologies such as Gen AI, and improve risk metrics reporting and documentation digitization.
+ Prioritize Initiatives, provide governance over IT project delivery, ensuring initiatives are completed on time, within scope, and aligned with budgetary and strategic objectives.
+ Define and oversee system quality standards, preventive control mechanisms, user acceptance testing (UAT) processes, and end-user training programs.
+ Maintain strong control, governance, and documentation practices in line with Citi standards and regulatory expectations.
+ Assist in development and analysis of strategic product roadmaps, product enhancement and development, product launches, and product marketing to gain maximum benefit from each product, as well as review surveys and analyze competitive industry landscapes to identify relative trends, threats, and opportunities for product managers.
+ Participate in day-to-day product management for core products such as product delivery, client experience, and client communication strategies as well as help the team prioritize, negotiate, and remove obstacles to achieve business results.
+ Execute client value propositions, positioning, segmentation, pricing, targeting, channel strategies, and competitive differentiation to achieve preferred status as a partner to Citi clients.
+ Provide informal guidance or on-the-job training to new team members.
+ Oversee client and competitor market research, develop product innovation roadmap, and assist product managers in addressing fundamental trials of product commoditization to create an advanced set of solutions.
+ Contribute to achievement of acquisition targets, product financial performance, revenue performance, and expense management goals as well as oversee identification and execution of opportunities and gaps business plans.
+ Implement team procedures, client problem resolution, and client management.
+ Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.
**Qualifications:**
+ Minimum 10 years of professional experience, including 5+ years in product development, technology-driven system enhancement, or governance roles.
+ Prior experience in model risk management, model development, model validation, or similar risk/control functions within financial institutions strongly preferred.
+ Familiarity with regulatory guidance on model risk management, including SR 11-7 and SR 15-18, is highly desirable.
+ Demonstrated success leading cross-functional initiatives involving risk management, technology, and process reengineering.
+ Demonstrated expertise in implementing document digitization and metrics, with a focus on driving integration with Generative AI models (preferred).
+ Hands-on experience with database design, SQL for analysis, and reporting frameworks.
+ Working knowledge of emerging technologies, including experience building Proofs-of-Concept (POCs) in Python, R, or similar programming languages, is advantageous.
+ Strong project management discipline, with proven ability to manage initiatives through full lifecycle execution.
+ Proficiency in Jira (for backlog management), Confluence (for documentation), and Microsoft Office tools (Excel, Word, PowerPoint, Visio).
+ Ability to work unsupervised and adjust priorities quickly as circumstances dictate.
+ Ability to work under pressure and manage deadlines or unexpected changes in expectations or requirements.
+ Consistently demonstrates clear and concise written and verbal communication.
+ Demonstrated analytical skills.
+ Demonstrated problem-solving and decision-making skills.
**Skills:**
+ Ownership Mindset & Drive Results: Own end-to-end delivery of initiatives, proactively resolving challenges and influencing cross-functional teams to deliver high-impact product outcomes.
+ Strong analytical and problem-solving skills with a practical, execution-focused approach.
+ Excellent written and verbal communication skills, capable of producing high-quality executive-level materials.
+ Ability to work independently with limited oversight and collaborate with cross-functional teams across 1st, 2nd line teams and technology
+ Exceptional organizational skills, with the ability to manage multiple projects and priorities simultaneously.
+ Strong attention to detail combined with the ability to see the broader strategic context.
**Education:**
+ Bachelor's degree/University degree.
+ Master's degree in Finance, Mathematics, Computer Science, Engineering, or a related discipline with 10+ years.
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**Job Family Group:**
Product Management and Development
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**Job Family:**
Product Management
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**Time Type:**
Full time
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**Primary Location:**
Long Island City New York United States
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**Primary Location Full Time Salary Range:**
$163,600.00 - $245,400.00
In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.
---
**Most Relevant Skills**
Please see the requirements listed above.
---
**Other Relevant Skills**
For complementary skills, please see above and/or contact the recruiter.
---
**Anticipated Posting Close Date:**
Sep 21, 2025
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_Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law._
_If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi ( ._
_View Citi's EEO Policy Statement ( and the Know Your Rights ( poster._
Citi is an equal opportunity and affirmative action employer.
Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.

Overview

ImageFIRST is a rapidly growing private equity-held healthcare laundry services business, evolving into a top-tier organization with a strong cultural footprint, a focus on continuous improvement, and recognition of the need for new levels of discipline and execution across the company. We are seeking an experienced, high-impact Director of Financial Reporting to join our senior HR team in Elmsford, NY.

Responsibilities & Qualifications

The Director of Financial Analysis will be:

1. Responsible for all monthly financial reporting (actuals, budget, and prior year comparisons) to leadership and Calera, including ownership of related systems such as Oracle EPM; also responsible for quarterly reporting to the Board and ad hoc/miscellaneous reporting related to P&L, Balance Sheet, and Cash Flow.
2. Responsible for the annual operating plan and developing a monthly process for reporting forecast results.
3. Actively involved in exit readiness projects led by the VP of Data Analytics, including coordinating efforts directly with Calera.
4. Responsible for developing more effective, forward-looking reports and analyses of KPIs measured throughout the company.
5. Reports to VP of FP&A.

Minimum Qualifications

• Bachelor's degree in Finance or Accounting; MBA preferred.
• Advanced skills in MS Excel and PowerPoint.
• Effective leadership, mentoring, and communication skills.
• Minimum of 10 years of experience in FP&A, investment banking, or a related field.
• PE experience of 2+ years.
• Ability to work in an entrepreneurial environment with changing priorities.
• Strong mathematical aptitude and effective project management skills.
• Ability to create and refine complex operational financial models.

Company Values & Benefits

Required Competencies:

• Be Respectful: Value all we come in contact with.
• Be Remarkable: Create positive moments with every interaction.
• Be Safe: Ensure safety for ourselves and others.
• Be Honest: Guided by truthfulness in all we do.

Benefits

• Competitive pay
• Medical, Dental, Vision insurance
• Pet, Legal, and Hospital Indemnity Insurance
• 401(k) with company match
• Paid Time Off
• Great company culture
• Collaborative team environment

EOE / Drug-Free Workplace

We are proud to be an equal opportunity employer. All qualified applicants will receive consideration regardless of sex, gender identity, sexual orientation, race, color, religion, national origin, disability, veteran status, age, or any other characteristic protected by law. We value the talent, passion, and diversity of our associates.

#J-18808-Ljbffr

**Work Location:**
New York, New York, United States of America
**Hours:**
40
**Pay Details:**
$95,264 - $155,376 USD
TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs.
As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.
**Line of Business:**
Analytics, Insights, & Artificial Intelligence
**Job Description:**
**Department Overview:**
The US Financial Crime Risk Modeling & Advanced Analytics team within US Financial Crime department is responsible for developing, maintaining, and enhancing the Enterprise Anti-Money Laundering / Counter-Terrorism Financing (AML/CTF) models/AI solutions to comply with regulatory requirements/changes and internal policies, support TD's global AML/CTF strategies, address emerging risks, and be in accordance with best industry practice.
We are seeking a Data Science specialist to join us to innovate, drive, and support initiatives and business as usual operations in multiple functional areas including, but not limited to, customer rating, sanctions screening, transaction monitoring, emerging risk, model performance monitoring, analytics and reporting.
**Job Description:**
The Data Scientist III provides technical leadership across the overall Analytics function which may have an enterprise mandate. This role generally provides deep technical knowledge and expertise in client interactions to explain complex data analysis related material.
**Depth & Scope:**
+ Generally accountable for a significant business management area that typically has enterprise-wide impact or accountability
+ Enterprise or functional expert, requiring broad managerial and deep specialized knowledge at the enterprise, business, regulatory and industry levels
+ Undertakes and completes a variety of complex initiatives requiring seasoned specialist knowledge and/or the integration of cross functional processes
+ Position typically deals with senior/executive management
+ Works independently on activities related to analysis, design and support of technical data management solutions on various projects ranging in complexity and size
+ Focuses on longer-range planning for functional area (e.g. 12 months or greater)
+ May manage and prioritize multiple projects at a given time
**Education & Experience:**
+ Undergraduate degree or advanced technical degree preferred (e.g., math, physics, engineering, finance or computer science) Graduate's degree preferred with either progressive project work experience or
+ 5+ year of relevantexperience; higher degree education and research tenure can be counted
**Preferred Skills:**
+ In lieu of 5+ years of relevant experience, we will consider 3+ years of relevant experience
+ Proficient with Python or equivalent programming language and SQL
+ Experience in Financial Crimes / Compliance Risk Analytics
+ Experience in optimization / testing / tuning of AML/CTF solutions
+ Experience with NetReveal, Quantifind, or similar analytics tools
**Customer Accountabilities:**
+ Works closely with business owners to identify opportunities and serves as an ambassador for data science
+ Is familiar with the business context and data infrastructure and can translate business problems to viable data science solutions
+ Uses a wide range of programing languages (e.g. Python) and techniques for extracting and preparing data, applying statistics and various advanced analytics, along with business acumen to extract insights from the big data
+ Visualizes insights from the data to tell and illustrate stories that clearly convey the meaning of results to decision-makers and stakeholders at every level of technical understanding
+ Collaborates with other partners, such as data and business analysts, software engineers, data engineers, and application developers to develop scalable and sustainable data science solutions that retains long term benefit to the business
**Shareholder Accountabilities:**
+ Analytical thought leadership and stays current on developments in data mining and the application of data science
+ Solicits and offers ideas for improving business processes through insights with the objective of improving effectiveness and efficiency
+ Educates the organization on approaches, such as testing hypotheses and statistical validation of result
+ Helps the organization understand the principles and the math behind the scientist process to drive organizational alignment
+ Translates up to date information into continuous improvement activities that enhances performance
+ Adheres to enterprise frameworks or methodologies that relate to activities for business area
+ Ensures respective programs/policies/practices are well managed, meet business needs, comply with internal and external requirements, and align with business priorities
+ Participates in cross-functional/enterprise initiatives as a subject matter expert helping to identify risk/provide guidance for complex situations
+ Monitors service, productivity and assesses efficiency levels within own function and implements continuous process/performance improvements where opportunities exist
+ Leads/facilitates and/or implements action/remediation plans to address performance/risk/governance issues
+ Actively manages relationships within and across various business lines, corporate and/or control functions and ensures alignment with enterprise and/or regulatory requirements
+ Keeps abreast of emerging issues, trends, and evolving regulatory requirements and assesses potential impacts
+ Maintains a culture of risk management and control, supported by effective processes in alignment with risk appetite
**Employee/Team Accountabilities:**
+ Participates fully as a member of the team, supports a positive work environment that promotes service to the business, quality, innovation and teamwork and ensures timely communication of issues/points of interest
+ Provides thought leadership and/or industry knowledge for own area of expertise in own area and participates in knowledge transfer within the team and business unit
+ Keeps current on emerging trends/developments and grows knowledge of the business, related tools and techniques
+ Participates in personal performance management and development activities, including cross training within own team
+ Keeps others informed and up to date about the status/progress of projects and/or all relevant or useful information related to day-to-day activities
+ Contributes to team development of skills and capabilities through mentorship of others, by sharing knowledge and experiences and leveraging best practices
+ Leads, motivates and develops relationships with internal and external business partners/stakeholders to develop productive working relationships
+ Contributes to a fair, positive and equitable environment that supports a diverse workforce
+ Acts as a brand ambassador for your business area/function and the bank, both internally and/or externally
**Who We Are:**
TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues.
TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you've got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we're here to support you towards your goals. As an organization, we keep growing - and so will you.
**Our Total Rewards Package**
Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition. Learn more ( Information:**
We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home.
**Colleague Development**
If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD - and we're committed to helping you identify opportunities that support your goals.
**Training & Onboarding**
We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role.
**Interview Process**
We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call.
**Accommodation**
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If you are an applicant with a disability and need accommodations to complete the application process, please email TD Bank US Workplace Accommodations Program at . Include your full name, best way to reach you and the accommodation needed to assist you with the applicant process.
Federal law prohibits job discrimination based on race, color, sex, sexual orientation, gender identity, national origin, religion, age, equal pay, disability and genetic information.

Portfolio Management Engineer

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

Opportunity

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

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

Responsibilities

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

Skills & Experience Core

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

$25,000 - 160,000 a year

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

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

Full-Time/Part-Time
Full-Time

Description

Director of Portfolio Management
Paths is a full-scale, vertically integrated affordable housing developer, builder, and operator. Since 2004, the Paths team created and preserved high-quality affordable housing across the U.S. that enhances communities and helps residents build better lives. With over 14,000 units across 13 states under management and more than 500 employees, Paths manages a suite of capabilities spanning the entire property life cycle, including development, construction, property management, maintenance, and security.

Summary/Objective: The Director of Portfolio Management will oversee the strategic and operational performance of a diverse portfolio of affordable housing properties. This role ensures financial integrity, compliance, and long-term sustainability, aligning with the organization's mission to provide quality affordable housing. This role will report directly to the Chief Financial Officer.

Classification: Exempt
Hybrid Schedule : 3 Days in the office/2 days' work from home
Travel required based on operational need
Location : New York, NY 10022

Essential function/Responsibilities: duties include but are not limited to the following:

Strategic and Financial Oversight:

• Oversee monthly, quarterly, annual, and ad hoc financial reporting for investors and lenders, ensuring accuracy and timeliness.
• Lead asset- and portfolio-level analytics, including variance analysis, KPI tracking, and benchmarking, to assess performance and inform strategic decisions.
• Develop and execute initiatives to enhance portfolio value, including rent-setting strategies, vacancy and credit loss reduction, expense optimization, and capital improvement planning.
• Partner with internal teams across asset management, property operations, finance, compliance, development and construction to align asset and portfolio strategy and implement value and performance enhancing opportunities.
• Ensure full compliance with lender debt covenants by managing financial reporting obligations and proactively mitigating risks of breach or default.

Budgeting and Financial Reporting:

• Work in conjunction with CFO to develop annual comprehensive budgets for each property, ensuring alignment with financial goals and organizational objectives. Facilitate investor budget review and approval.
• Generate monthly budget-to-actual variance analysis and provide detailed reports comparing actual financial performance against budgeted figures, identifying key variances and recommending corrective actions.
• Conduct Monthly Operating Reviews (MOR) and facilitate regular reviews with Regional Managers to assess operational performance, address challenges, and implement improvements.
• Develop and maintain financial and operational dashboard reporting to enable in-the-month and proactive asset and portfolio performance management.
• Conduct bi-annual financial and operational asset and portfolio benchmark assessments and identify / implement revenue, labor, and non-labor improvement opportunities.
• Develop and implement opportunities to optimize labor productivity while reducing or mitigating costly overtime. Analyze overtime data at property levels to identify trends and variances and develop strategies to optimize labor costs.

Procurement and Vendor Management:

• Oversee the Head of Procurement, responsible for property-level, corporate, and construction-related procurement.
• Responsible for leading and managing the procurement function, including developing sourcing strategies, negotiating vendor contracts, and ensuring cost-effective purchasing of goods and services.
• Collaborates cross-functionally with Property Operations, Accounting & Finance, IT, Development, Construction, Legal, and other relevant Paths departments to optimize supply chain performance and mitigate risk.
• Oversee vendor selection, performance evaluation, and compliance with policies and generally accepted industry practices.
• Maximize discounts, volume-based spend, and rebates.
• Ensure procurement activities align with organizational goals, budgetary constraints, and project timelines.
• Ensure Paths Procurement is aligned with the investor's impact vision and mission.

Requirements:

• Minimum of 10 years' experience in investor reporting and relationship management, portfolio management, asset management, or property management.
• In-depth understanding of real estate markets, including trends, cap rates, and financial metrics such as NOI, IRR, and cash-on-cash return.
• In-depth understanding of operations and capital budgeting, procurement strategy, and end-to-end supply chain management.
• Proven ability to lead cross-functional budgeting processes, develop cost-optimized procurement plans, and drive savings through vendor negotiations, volume-based pricing, and rebate structures.
• Advanced proficiency in financial analysis, budgeting, financial modeling, and performance tracking.
• Bachelor's degree in finance, real estate, business administration, or a related field. Advanced degree preferred.
• Highly proficient in Microsoft Office Suite, especially Excel and PowerPoint. Familiarity with Yardi Voyager platform.

Salary Range : $200,000 - $220,000

Benefits:

• Medical Insurance: 100% of medical benefits paid for employees only
• Voluntary dental and vision plan options
• Bonus Eligible
• 401(K) available plus company match
• Paid Time Off
• 12 Paid Company Holidays
• Commuter Benefits
• Voluntary short-term disability, long-term disability, life insurance, dependent coverage
• Voluntary accident insurance, critical Illness insurance, and hospital indemnity Insurance
• Employee Referral Program
• Employee Assistant Program (EAP)

PMP

EOE Statement
We are an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status or any other characteristic protected by law.

Position
Director of Property Management

Number of Openings
1

Location
Paths Management Services LLC

This position is currently accepting applications.

2025 Portfolio Management Program page is loaded

2025 Portfolio Management Program Apply locations New York time type Full time posted on Posted 5 Days Ago job requisition id 37766

Blackstone is the worlds largest alternative asset manager. We seek to create positive economic impact and long-term value for our investors, the companies we invest in, and the communities in which we work. We do this by using extraordinary people and flexible capital to help companies solve problems. Our $1.1 trillion in assets under management include investment vehicles focused onprivate equity, real estate, public debt and equity, infrastructure, life sciences, growth equity, opportunistic, non-investment grade credit, real assets and secondary funds, all on a global basis.Further information is available at . Follow @blackstone on LinkedIn , X , and Instagram .

Job Title: 2025 Portfolio Management Program

Job Description:

Blackstones Private Equity (PE) and Tactical Opportunities groups are looking for Analysts to join their Portfolio Management Program (PMP). The program will start in September 2025 and begins with a three to six month training period at Blackstones New York City office with hands-on experience working within the Finance Portfolio Management organization in FP&A or Valuations. The training period is followed by two to three years of rotational assignments on location at various Private Equity, Infrastructure, Energy, Growth, and Tactical Opportunities portfolio companies.

The program is designed to offer opportunities for career growth through diverse experiences at portfolio companies in multiple industries. During each assignment, participants will live and work in different geographic regions while enhancing financial skills and gaining exposure to key business and financial leaders. Program participants are given significant responsibility and the opportunity to contribute to business results.

Primary Responsibilities:

• Assignments generally include opportunities working in corporate development, strategic initiatives, acquisition integration, IPO preparation, in addition to assisting with financial planning, operations evaluation and analysis, treasury / cash management, commercial finance, pricing initiatives, lean six sigma, procurement / sourcing, risk mitigation, and management reporting
• Locations for assignments are across the U.S., but specific locations may vary depending on business need and availability
• Individual assignments range from twelve to eighteen months, with participants expected to complete two years of rotations in aggregate
• PMP participants will be paired with mentors, attend annual PMP conferences at the Blackstone New York office, and will attend networking sessions within Blackstone
• Post-program potential career opportunities include a role at a portfolio company, a position within Blackstone, or additional rotations at other portfolio companies
• Note that successful candidates are not guaranteed employment for any specific period of time, and participation in the program does not guarantee future employment following the conclusion of the program.

Qualifications:

• Bachelors Degree in Finance, Economics, Accounting or a quantitative discipline (preferred)
• Strong academic record
• 2+ years of work experience in a finance, operations, consulting, transaction services, or other related roles
• Relocation across the U.S. based on assignment is required
• Excellent communication skills, both orally and in writing
• Adapts to new challenges in a dynamic environment while managing multiple projects
• Self-starter who works independently and meets deadlines with minimal oversight
• Close attention to details
• Prioritizes deliverables and meets tight deadlines
• Works well within a team-oriented environment or individually
• Strong analytical skills
• Proficient in Excel and Power Point is a must

The duties and responsibilities described here are not exhaustive and additional assignments, duties, or responsibilities may be required of this position. Assignments, duties, and responsibilities may be changed at any time, with or without notice, by Blackstone in its sole discretion.

Expected annual base salary range:

$50,000 - 150,000

Actual base salary within that range will be determined by several components including but not limited to the individual's experience, skills, qualifications and job location. For roles located outside of the US, please disregard the posted salary bands as these roles will follow a separate compensation process based on local market comparables.

Additional compensation: Base salary does not include other forms of compensation or benefits offered in connection with the advertised role.

Blackstone is committed to providing equal employment opportunities to all employees and applicants for employment without regard to race, color, creed, religion, sex, pregnancy, national origin, ancestry, citizenship status, age, marital or partnership status, sexual orientation, gender identity or expression, disability, genetic predisposition, veteran or military status, status as a victim of domestic violence, a sex offense or stalking, or any other class or status in accordance with applicable federal, state and local laws. This policy applies to all terms and conditions of employment, including but not limited to hiring, placement, promotion, termination, transfer, leave of absence, compensation, and training. All Blackstone employees, including but not limited to recruiting personnel and hiring managers, are required to abide by this policy.

If you need a reasonable accommodation to complete your application, please email Human Resources at .

Depending on the position, you may be required to obtain certain securities licenses if you are in a client facing role and/or if you are engaged in the following:

• Attending client meetings where you are discussing Blackstone products and/or and client questions;

• Marketing Blackstone funds to new or existing clients;

• Supervising or training securities licensed employees;

• Structuring or creating Blackstone funds/products; and

• Advising on marketing plans prepared by a sales team or developing and/or contributing information for marketing materials.

Note: The above list is not the exhaustive list of activities requiring securities licenses and there may be roles that require review on a case-by-case basis. Please speak with your Blackstone Recruiting contact with any questions.

To submit your application please complete the form below. Fields marked with a red asterisk * must be completed to be considered for employment (although some can be answered "prefer not to say"). Failure to provide this information may compromise the follow-up of your application. When you have finished click Submit at the bottom of this form.

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At Blackstone, we look to attract and retain the brightest minds in the business, hiring professionals across a wide range of disciplines. Our employees are integral to the firms identity, contributing to a culture of integrity, professionalism and excellence. It is their dedication and passion for their work that has helped Blackstone become a trusted partner for some of the largest institutional investors in the world.

We encourage independent thinking and reward initiative, while providing services to help employees grow professionally. Our global business platform and brand reputation provide an unparalleled launch pad for growing your career.

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