4,802 Investment Funds jobs in the United States

Investment Funds Associate Attorney

New
Atlanta, Georgia Aligned Talent Acquisition

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Job Description

Job Description

Investment Funds Associate Attorney –| $250–$70k| Charlotte, NC, Atlanta, GA (Hybrid)

A top-tier law firm is seeking an Investment Funds Associate with 3-6 years of experience to join its expanding Charlotte office. This role offers the opportunity to work directly with a dynamic, multi-disciplinary team representing a wide range of investment vehicles and fund strategies.

What You’ll Do:

  • Advise private equity funds, hedge funds, venture capital funds, real estate funds, hybrid funds, and other alternative investment vehicles.

  • Handle fund formation, structuring, compliance, and ongoing management.

  • Work with clients employing innovative strategies, including BDCs, interval funds, and closed-end funds.

  • Participate in direct client contact and contribute to business development initiatives.

What We’re Looking For:
3–6 years of investment management and fund formation experience

Licensed and in good standing with the Georgia or North Carolina state bar
Strong academic credentials and top-notch communication skills
Entrepreneurial mindset with the ability to manage client relationships
Team player who thrives in a collaborative, fast-paced environment

Compensation & Benefits:
Competitive salary $250– 370k
Comprehensive benefits package
Professional development, mentorship, and client-facing opportunities

Let’s chat about where you want to grow.

Reach out to Devney for a friendly, no-pressure conversation.

-ayers/

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Senior Private Investment Funds Attorney | Deep Fund Formation

60290 Chicago, Illinois Phoenix VX

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Job Description

Our client is an elite law firm is seeking a Mid-to-Senior Level Associate to join its growing Private Investment Funds Practice Group . This is a career-defining role for an attorney who thrives on complex structuring, regulatory depth, and client engagement. Hiring at Multiple Locations: Chicago, NYC, DC


You’ll work alongside respected partners and dealmakers to advise top-tier private fund sponsors and institutional investors across a wide range of strategies—private equity, venture capital, credit, real estate, infrastructure, and impact funds . The role offers significant client exposure, high-profile fund launches, and direct impact on global capital flows.


Key Responsibilities

  • Serve as lead associate on the formation, structuring, and launch of U.S. and offshore private funds
  • Draft and negotiate offering documents , including PPMs, LPAs, side letters, and GP/manager-level agreements
  • Counsel clients on U.S. securities compliance , especially Investment Advisers Act requirements and Form ADV filings
  • Provide legal guidance on SBIC licensing , regulatory approvals, and fund lifecycle compliance
  • Represent institutional investors during diligence and negotiation of fund terms and side letters
  • Support secondary transactions , including GP-led fund restructurings and continuation vehicles
  • Collaborate with a cross-functional team of partners, associates, and clients in a supportive, fast-moving environment


Basic Qualifications

  • J.D. from an accredited U.S. law school and active bar admission in your state of practice
  • 6–8 years of experience in private fund formation, ideally within an Am Law 100 or equivalent legal environment
  • Deep experience drafting and negotiating private offering materials , fund agreements, and related documents
  • Solid understanding of U.S. securities law , including the Investment Advisers Act of 1940
  • Experience with institutional investor representation , co-investment structures, or GP-led transactions is highly valued
  • Strong client communication skills, attention to detail, and a collaborative, proactive mindset
  • Interest in long-term clients


What Makes This Opportunity Stand Out?

  • Work directly with sophisticated sponsors and institutional LPs on $100M+ fund launches
  • Accelerated client exposure and visibility within a nationally ranked funds practice
  • Supportive culture that values mentoring, growth, and long-term career development
  • Hybrid work model with flexibility and autonomy for top-performing associates
  • Competitive compensation, bonus, and benefits in a high-performance legal team environment


Relocation Assistance? Yes - $5k Stipend for relocation if moving over 75 miles


Diversity & Inclusion

We are committed to building a diverse and inclusive team. We welcome candidates from all backgrounds, identities, and lived experiences.


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If you're ready to take the next step in your funds career and work on high-impact deals alongside top-tier colleagues, we’d love to connect. Submit your resume and a brief statement of interest to be considered.

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Compliance Risk Management Director (Retail Alternative Investment Funds) - Executive Director

10176 New York, New York JPMorgan Chase

Posted 16 days ago

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Bring your expertise to JPMorganChase (the firm). As part of Risk Management and Compliance, you are at the center of keeping JPMorgan Chase strong and resilient. You help the firm grow its business in a responsible way by anticipating new and emerging risks, and using your expert judgement to solve real-world challenges that impact our company, customers and communities. Our culture in Risk Management and Compliance is all about thinking outside the box, challenging the status quo and striving to be best-in-class.
As a Compliance Executive Director for Retail Alternatives Investment Funds within the Asset Management Compliance team , you will serve as the Chief Compliance Officer (CCO) where you will lead oversight of regulatory compliance for registered closed-end funds in alternative investment strategies in private market investments. You will lead regulatory and compliance risk oversight for some of the most complex and dynamic fund structures in the industry as Chief Compliance Officer, working closely with the Board and cross-functional stakeholders.
You will join a team of seasoned Compliance Conduct and Operational Risk (CCOR) professionals supporting J.P. Morgan's Asset Management business on a collaborative team where precision, influence, and strategic thinking matter. You will need to thrive in a complex environment, communicate with clarity, and execute with purpose. You will be part of a mission-driven team that values curiosity, accountability, and enterprise perspective.
**Job Responsibilities:**
+ Serve as Chief Compliance Officer of a registered investment fund focused on alternative strategies and advise the investment groups responsible for the fund's strategies.
+ Advise on regulatory matters related to fund formation, valuation, investment restrictions, conflicts, and disclosures.
+ Lead compliance program design and operation under Rule 38a-1, including testing, reporting, and documentation.
+ Prepare and present Board-facing reports and updates related to compliance oversight and material issues.
+ Collaborate with legal, product, risk, and operations teams to resolve complex regulatory issues.
+ Identify, escalate, and respond to potential compliance risks or control gaps in fund operations.
+ Maintain working knowledge of SEC rules applicable to closed-end funds, tender offers, and affiliated transactions.
+ Guide the annual compliance review process, including planning, execution, and delivery of findings.
+ Build and sustain strong partnerships with internal stakeholders to align compliance guidance with business objectives.
+ Track emerging regulatory developments and assess their impact on fund operations and strategy.
+ Mentor and support colleagues with less experience in alternative fund structures or compliance leadership.
**Required Qualifications, Capabilities and Skills:**
+ 10+ years of experience in regulatory compliance, legal, or risk management roles within asset management or financial services.
+ Expertise in SEC regulations applicable to registered investment companies, particularly closed-end interval or tender-offer funds, and the Investment Advisers Act of 1940.
+ Experience serving in a designated compliance leadership capacity (e.g., Deputy CCO, CCO, or control function lead).
+ Proven ability to communicate complex regulatory issues clearly in writing and verbally to senior audiences.
+ Strong working knowledge of fund governance, including preparation of Board materials and annual compliance reporting.
+ Ability to operate independently and lead cross-functional initiatives with limited oversight.
+ Track record of professional judgment in ambiguous or novel regulatory situations.
+ Experience reviewing or overseeing valuation practices for illiquid or private assets.
+ Bachelor's degree or higher in law, finance, or related field.
+ Demonstrated integrity, accountability, and professional maturity in regulated environments.
**Preferred Qualifications, Capabilities and Skills:**
+ Experience as Chief Compliance Officer of a registered investment company.
+ Subject matter expertise in private equity or private credit within fund structures.
+ Familiarity with valuation, liquidity management, and affiliate oversight frameworks.
+ Participation in regulatory exams or responses related to fund compliance.
+ Strong presentation skills and experience interacting with fund Boards.
+ Operational familiarity with compliance program testing and documentation systems.
+ Commitment to inclusive leadership and supporting a culture of growth and curiosity.
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
**Base Pay/Salary**
New York,NY $175,750.00 - $260,000.00 / year
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Compliance Risk Management Director (Retail Alternative Investment Funds) - Executive Director

10001 New York, New York JPMorgan Chase Bank, N.A.

Posted today

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Job Description

Permanent
Bring your expertise to JPMorganChase (the firm). As part of Risk Management and Compliance, you are at the center of keeping JPMorgan Chase strong and resilient. You help the firm grow its business in a responsible way by anticipating new and emerging risks, and using your expert judgement to solve real-world challenges that impact our company, customers and communities. Our culture in Risk Management and Compliance is all about thinking outside the box, challenging the status quo and striving to be best-in-class.

As a Compliance Executive Director for Retail Alternatives Investment Funds within the Asset Management Compliance team , you will serve as the Chief Compliance Officer (CCO) where you will lead oversight of regulatory compliance for registered closed-end funds in alternative investment strategies in private market investments. You will lead regulatory and compliance risk oversight for some of the most complex and dynamic fund structures in the industry as Chief Compliance Officer, working closely with the Board and cross-functional stakeholders.

You will join a team of seasoned Compliance Conduct and Operational Risk (CCOR) professionals supporting J.P. Morgan's Asset Management business on a collaborative team where precision, influence, and strategic thinking matter. You will need to thrive in a complex environment, communicate with clarity, and execute with purpose. You will be part of a mission-driven team that values curiosity, accountability, and enterprise perspective.

Job Responsibilities:

  • Serve as Chief Compliance Officer of a registered investment fund focused on alternative strategies and advise the investment groups responsible for the fund's strategies.
  • Advise on regulatory matters related to fund formation, valuation, investment restrictions, conflicts, and disclosures.
  • Lead compliance program design and operation under Rule 38a-1, including testing, reporting, and documentation.
  • Prepare and present Board-facing reports and updates related to compliance oversight and material issues.
  • Collaborate with legal, product, risk, and operations teams to resolve complex regulatory issues.
  • Identify, escalate, and respond to potential compliance risks or control gaps in fund operations.
  • Maintain working knowledge of SEC rules applicable to closed-end funds, tender offers, and affiliated transactions.
  • Guide the annual compliance review process, including planning, execution, and delivery of findings.
  • Build and sustain strong partnerships with internal stakeholders to align compliance guidance with business objectives.
  • Track emerging regulatory developments and assess their impact on fund operations and strategy.
  • Mentor and support colleagues with less experience in alternative fund structures or compliance leadership.

Required Qualifications, Capabilities and Skills:
  • 10+ years of experience in regulatory compliance, legal, or risk management roles within asset management or financial services.
  • Expertise in SEC regulations applicable to registered investment companies, particularly closed-end interval or tender-offer funds, and the Investment Advisers Act of 1940.
  • Experience serving in a designated compliance leadership capacity (e.g., Deputy CCO, CCO, or control function lead).
  • Proven ability to communicate complex regulatory issues clearly in writing and verbally to senior audiences.
  • Strong working knowledge of fund governance, including preparation of Board materials and annual compliance reporting.
  • Ability to operate independently and lead cross-functional initiatives with limited oversight.
  • Track record of professional judgment in ambiguous or novel regulatory situations.
  • Experience reviewing or overseeing valuation practices for illiquid or private assets.
  • Bachelor's degree or higher in law, finance, or related field.
  • Demonstrated integrity, accountability, and professional maturity in regulated environments.

Preferred Qualifications, Capabilities and Skills:
  • Experience as Chief Compliance Officer of a registered investment company.
  • Subject matter expertise in private equity or private credit within fund structures.
  • Familiarity with valuation, liquidity management, and affiliate oversight frameworks.
  • Participation in regulatory exams or responses related to fund compliance.
  • Strong presentation skills and experience interacting with fund Boards.
  • Operational familiarity with compliance program testing and documentation systems.
  • Commitment to inclusive leadership and supporting a culture of growth and curiosity.

JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

Base Pay/Salary
New York,NY $175,750.00 - $260,000.00 / year

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Senior Data Management Professional - Data Quality Engineer - Alternative Investment Funds

10176 New York, New York Bloomberg

Posted 4 days ago

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Senior Data Management Professional - Data Quality Engineer - Alternative Investment Funds
Location
New York
Business Area
Data
Ref #

**Description & Requirements**
Bloomberg runs on data, and the Bloomberg Data team is responsible for supplying it. The Bloomberg Data department is responsible for sourcing, processing, and analyzing the data that is the backbone of our iconic Bloomberg Terminal. We apply problem-solving skills to identify creative workflow efficiencies, and we implement technology solutions to enhance our data, systems, products and processes while providing platinum customer support to our clients.
Our Team
Whether a fund investor, manager or advisor, Bloomberg has the data, solutions and industry network to help our clients take their fund and company analysis to the next level. The Alternative Investments data team is made up of market specialists and technologists with a passion for private markets, from fund launch to liquidation, seed round to IPO and all the data in between.
What's the role?
The Alternative Investment Funds Automation team is looking for a highly motivated individual with a passion for finance, data, and technology to build and optimize our data product by developing and implementing our data quality strategy and quality assurance practices. As a Data Management Professional, you will help to develop our business outcome-based data strategies to optimize the value of data for our customers and improve data operations.
We'll trust you to:
+ Develop systematic strategies to analyse current processes, identify data quality gaps, and scale best practices
+ Lead the execution of data quality initiatives, best practices, and projects across global teams
+ Partner with Engineering and Product teams to embed data quality strategies into product and engineering roadmaps
+ Foster a product culture where data quality insights are discoverable, actionable, and transparent
+ Apply domain expertise to guide product and engineering decisions, ensuring high-quality outputs
+ Use technology and technical skills to drive systematic data quality assurance
+ Apply advanced data analysis skills to identify trends, patterns, and anomalies, informing data quality approaches
+ Stay current with internal best practices, industry standards, and innovations in data quality
+ Act as a hands-on owner in quality projects and product coordination, collaborating with Technical Specialists, Engineers, and Product Managers as needed
You'll need to have:
+ Bachelor's degree in Statistics, Data Analytics, Data Science, or another STEM-related field
+ Minimum of 4 years of experience* in data management concepts such as data quality, random sampling, and data modeling
+ Proven experience analyzing financial datasets or applying financial market concepts
+ Hands-on experience with data profiling and analysis using tools such as Python, R, or SQL
+ Strong ability to communicate results clearly and concisely through data visualization tools
+ Demonstrated ability to apply logical reasoning and critical thinking to solve complex problems
_*Please note we use years of experience as a guide, but we certainly will consider applications from all candidates who are able to demonstrate the skills necessary for the role*_
We'd love to see:
+ Experience in data science, technical consulting or the financial industry
+ Master's or PhD in a relevant field
+ Certification such as a CFA charter holder or CAIA
+ Familiarity with Agile or Scrum project management methodologies
+ Experience using data analysis and visualization tools such as Tableau or QlikSense
Does this sound like you?
Apply if you think we're a good match. We'll get in touch to let you know what the next steps are!
Salary Range = - USD Annually + Benefits + Bonus
The referenced salary range is based on the Company's good faith belief at the time of posting. Actual compensation may vary based on factors such as geographic location, work experience, market conditions, education/training and skill level.
We offer one of the most comprehensive and generous benefits plans available and offer a range of total rewards that may include merit increases, incentive compensation (exempt roles only), paid holidays, paid time off, medical, dental, vision, short and long term disability benefits, 401(k) +match, life insurance, and various wellness programs, among others. The Company does not provide benefits directly to contingent workers/contractors and interns.
Bloomberg is an equal opportunity employer and we value diversity at our company. We do not discriminate on the basis of age, ancestry, color, gender identity or expression, genetic predisposition or carrier status, marital status, national or ethnic origin, race, religion or belief, sex, sexual orientation, sexual and other reproductive health decisions, parental or caring status, physical or mental disability, pregnancy or parental leave, protected veteran status, status as a victim of domestic violence, or any other classification protected by applicable law.
Bloomberg is a disability inclusive employer. Please let us know if you require any reasonable adjustments to be made for the recruitment process. If you would prefer to discuss this confidentially, please email
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Public Funds Investment Act Instructor

76205 Denton, Texas University of North Texas

Posted 3 days ago

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Job Description

Title: Public Funds Investment Act Instructor

Employee Classification: Non-Student Help - Hourly

Campus: University of North Texas

Division: UNT-Provost

SubDivision-Department: UNT-Col of Health & Public Servic

Department: UNT-Center for Public Management-

Job Location: Denton

Salary: Commensurate with experience

FTE: .48

Retirement Eligibility: Not Retirement Eligible

About Us - Values Overview:

Welcome to the University of North Texas System. The UNT System includes the University of North Texas in Denton and Frisco, the University of North Texas at Dallas and UNT Dallas College of Law, and the University of North Texas Health Science Center at Fort Worth. We are the only university system based exclusively in the robust Dallas-Fort Worth region. We are growing with the North Texas region, employing more than 14,000 employees, educating a record 49,000+ students across our system, and awarding nearly 12,000 degrees each year.

We are one team comprised of individuals who are committed to excellence, curiosity and innovation. We are transforming lives and creating economic opportunity through education. We champion a people-first values-based culture where We Care about each other and those we serve. We believe that we are Better Together because we foster an environment of respect, belonging, and access for all. We demonstrate Courageous Integrity through setting exceptional standards and acting in the best interest of our communities. We are encouraged to Be Curious about opportunities for learning, creating, discovering, and innovating, and are encouraged to learn from failure. Show Your Fire by joining our team and exhibiting your passion and pride in your work as part of our UNT System team.

Learn more about the UNT System and how we live our values at

Department Summary

The College of Health and Public Service (HPS) at the University of North Texas, distinguished as one of the few Tier One research universities designated as a Hispanic-Serving Institution (HSI), prepares graduates to address complex social issues such as aging, disability, disaster management and recovery, criminal justice, health disparities, and public safety, and find solutions to challenges in public administration, public health, and urban planning. We have seven academic departments with undergraduate and graduate programs, the Center for Public Management, the UNT Speech and Hearing Center, UNT Workplace Inclusion & Sustainable Employment (WISE) and a number of professional development and clinical training programs to facilitate careers to address a global society.

HPS students are trained to lead nonprofits, become educators, researchers and professionals who strengthen the communities we serve with thoughtful practices as audiologists, behavior analysts, city managers, emergency managers, health care administrators, public safety administrators, public health specialists, rehabilitation counselors, speech language pathologists, social workers, urban planners and more.

Located within HPS, the Department of Public Administration offers a nationally ranked NASPAA-accredited Master of Public Administration program and the Ph.D. program in Public Administration and Management. The department, which has a long tradition of local community engagement, also offers undergraduate degrees in Nonprofit Leadership Studies and Urban Policy and Planning, as well as an undergraduate minor in Public Administration. With 12 faculty and two staff members, the department is an active unit that values student service, externally funded research, and engaging community stakeholders to support the public good. The Center for Public Management is located in the department to support this mission.

Position Overview

This candidate will teach Public Funds Investment Act (PFIA) training courses. The PFIA requires treasurers, chief financial officers, and investment officers of local governments, including all political subdivisions, state agencies, and institutions of higher education (including community colleges), to complete training on topics pertaining to Chapter 2256 of the Texas Government Code.

The objectives for PFIA training include increased knowledge of investment controls, security risks, strategy risks, market risks, diversification of investment portfolios, and compliance with the Public Funds Investment Act.

Minimum Qualifications

  • Master's degree in public administration or related field and (10) years' experience in public administration or a related field.
  • Candidates should have a demonstrated record of effective teaching online in areas of state and local government and public financial administration.
  • Previous experience in municipal government.

Knowledge, Skills and Abilities

  • Advanced knowledge of public funding, local government infrastructure, and financial planning.
  • Advanced knowledge of government code, specifically Chapter 2256 of the Texas Government Code.
  • Ability to communicate effectively both orally and in writing.

Preferred Qualifications

  • Familiarity with the expectations of the core requirements in NASPAA accredited programs.
  • (20) + years of experience in in public administration or a related field.

Job Duties:

  • Candidate will teach Public Funds Investment Act (PFIA) training courses. The PFIA requires treasurers, chief financial officers, and investment officers of local governments, including all political subdivisions, state agencies, and institutions of higher education (including community colleges), to complete training on topics pertaining to Chapter 2256 of the Texas Government Code.

Work Schedule:

First Friday of each month, 5hrs

Driving University Vehicle:

No

Security Sensitive:

This is a Security Sensitive Position.

Special Instructions:

  • Applicants must submit a minimum of three professional references as part of their application. If needed, additional references can be added after the application has been submitted.
  • Please submit a resume and cover letter with your application.

Benefits:

For information regarding our Benefits, click here.

EEO Statement:

The University of North Texas System is firmly committed to equal opportunity and does not permit -- and takes actions to prevent -- discrimination, harassment (including sexual violence, domestic violence, dating violence and stalking) and retaliation on the basis of race, color, religion, national origin, sex, sexual orientation, gender identity, age, disability, genetic information, or veteran status in its application, employment practices and facilities; nor permits race, color, national origin, religion, age, disability, veteran status, or sex discrimination and harassment in its admissions processes, and educational programs and activities, facilities and employment practices. The University of North Texas System promptly investigates complaints of discrimination, harassment and related retaliation and takes remedial action when appropriate. The University of North Texas System also takes actions to prevent retaliation against individuals who oppose any form of harassment or discriminatory practice, file a charge or report, or testify, assist or participate in an investigative proceeding or hearing.

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Senior Investment Analyst - Hedge Funds

78201 San Antonio, Texas $110000 Annually WhatJobs

Posted 7 days ago

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full-time
Our client is seeking a sophisticated and highly analytical Senior Investment Analyst to join their prestigious hedge fund operations in **San Antonio, Texas, US**. This hybrid role requires a deep understanding of financial markets, investment strategies, and risk management principles. You will be responsible for conducting in-depth research and analysis of potential investment opportunities across various asset classes, including equities, fixed income, and alternative investments. This involves building complex financial models, performing valuation analysis, assessing market trends, and evaluating macroeconomic factors that could impact portfolio performance. You will play a key role in generating investment recommendations, contributing to portfolio construction, and monitoring existing investments to ensure they align with the fund's objectives. Strong quantitative skills, proficiency in financial databases (e.g., Bloomberg, Refinitiv Eikon), and experience with statistical analysis software are essential. The ideal candidate will possess excellent written and verbal communication skills to present research findings and recommendations to portfolio managers and investment committees. A Bachelor's degree in Finance, Economics, or a related field is required, and a CFA designation or progress towards it is highly preferred. A minimum of 5 years of relevant experience in investment analysis, portfolio management, or sell-side research is necessary. This role demands a high level of intellectual curiosity, attention to detail, and the ability to perform under pressure in a fast-paced financial environment.
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Intern, Investment Portfolio Management

06132 Hartford, Connecticut The Hartford

Posted 2 days ago

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Student Intern - HHSIAN
We're determined to make a difference and are proud to be an insurance company that goes well beyond coverages and policies. Working here means having every opportunity to achieve your goals - and to help others accomplish theirs, too. Join our team as we help shape the future.
Hartford Investment Management Company (HIMCO), a subsidiary of The Hartford Financial Services Group, is committed to being a leading provider of investment management solutions. About the internshipThis is a 10-week experience, designed to fully immerse analysts in the buy-side investment management industry by working alongside one of HIMCO's Front Office teams. Sector assignments can include positions within credit research, privates, structured credit, quantitative equity, portfolio management and macroeconomic strategy. Analysts are offered extensive development opportunities through a mentoring program, a mock-trading competition, an executive speaker series, volunteering, and social events. Analyst contributions during his/her internship will culminate in a capstone project presentation to provide an opportunity for exposure to HIMCO senior leaders. Successful summer interns may be invited back for a full time Front Office position. About the teamManaging $100B+ in AUM, HIMCO is one of the most sophisticated asset managers in the insurance industry, with our wide array of investment strategies on behalf of our clients, which include the affiliated assets of The Hartford's Insurance Company. Our investment expertise spans across the risk/return spectrum of asset classes, including fixed income, public equity, alternatives, and private markets.
What are we looking for?Our summer internship program is open to candidates currently pursuing a bachelor's degree, with an expected graduation date between December 2026 and June 2027. While there are no requirements for a specific discipline or major, our team is looking for highly motivated individuals with a strong record of academic achievement, and a demonstrated interest in financial markets.
Candidate qualities we look for include:- Deep interest and basic knowledge of financial markets- Some related course work (e.g. finance, economics, mathematics, computer science, engineering etc.) and/or student investment or finance club experience- Strong drive, attention to detail, and a self-starter with a high degree of intellectual curiosity- Strong problem-solving and analytical skills, including use of technology- Excellent time management, organizational and communications skills- Proficiency in the Microsoft Office suite of products (Excel, PowerPoint, & Word) is required. Familiarity with coding languages such as Excel VBA, R, Stata, or MATLAB, etc. are considered a plus
Compensation
The listed annualized base pay range is primarily based on analysis of similar positions in the external market. Actual base pay could vary and may be above or below the listed range based on factors including but not limited to performance, proficiency and demonstration of competencies required for the role. The base pay is just one component of The Hartford's total compensation package for employees. Other rewards may include short-term or annual bonuses, long-term incentives, and on-the-spot recognition. The annualized base pay range for this role is:
Equal Opportunity Employer/Sex/Race/Color/Veterans/Disability/Sexual Orientation/Gender Identity or Expression/Religion/Age
About Us ( | Our Culture ( | What It's Like to Work Here ( | Perks & Benefits ( day, a day to do right.
Showing up for people isn't just what we do. It's who we are - and have been for more than 200 years. We're devoted to finding innovative ways to serve our customers, communities and employees-continually asking ourselves what more we can do.
Is our policy language as simple and inclusive as it can be? Can we better help businesses navigate our ever-changing world? What else can we do to destigmatize mental health in the workplace? Can we make our communities more equitable?
That we can rise to the challenge of these questions is due in no small part to our company values that our employees have shaped and defined.
And while how we contribute looks different for each of us, it's these values that drive all of us to do more and to do better every day.
About Us ( Culture
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Associate, Portfolio Management

02298 Needham Heights, Massachusetts GID Investment Advisers LLC

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Associate, Portfolio Management at GID Investment Advisers LLC summary:

The Associate of Portfolio Management supports the Director in developing business strategies and conducting financial analysis within a real estate investment firm managing multifamily and industrial assets. This role involves creating and maintaining detailed financial models, preparing fundraising materials, and collaborating across teams to evaluate and launch new investment products. The position requires expertise in financial modeling, real estate KPIs, and strong communication skills to drive portfolio growth and investor engagement.

Description
Associate, Portfolio Management GID - Boston, MA
GID is a privately-held, vertically-integrated real estate company that owns, operates, and/or manages a portfolio of multifamily and industrial assets, and develops multifamily and mixed-use projects across the United States. The firm also operates a credit platform that aims to provide commercial real estate debt solutions for institutional borrowers. With corporate offices in Atlanta, Boston, Dallas, Dubai, New York and San Francisco, GID is an experienced real estate investor and manager supported by an integrated operating platform and has 60+ years of experience across multiple asset classes. As of September 30, 2024, GID owns and/or manages $30.0 billion of assets under management across 57,000 apartment units and 28 million square feet of industrial and commercial space (1).
DESCRIPTION:
This person is primarily responsible for assisting the Director, Portfolio Management, with the formulation, financial analysis, and implementation of new business strategies. Additionally, this role will collaborate cross-functionally to provide evaluative models and presentations to enhance existing business practices as well as catalyze future growth. The ideal candidate will have strong financial modeling and presentation skills, creativity, and a positive attitude. The associate will also embrace our company values of accountability, inclusiveness, energizing, and courageousness.
RESPONSIBILITIES:
  • Build and maintain portfolio, fund, and enterprise-level models.
  • Assist in the formulation, marketing, and launch of new investment products.
  • Evaluate the economic viability of new investment products, which may include:
    • Memoranda to support domestic and international investment initiatives.
    • The creation and use of bespoke models.
    • GID Industrial's proprietary acquisition, fund and enterprise models.
  • Support Director in creation and presentation of fundraising pitch materials.
  • Interface with existing and prospective Limited Partners.
  • Travel to key markets and significant conferences periodically.
  • Participate in acquisition pipeline and leasing calls to remain informed of market trends.
  • Develop tools to measure and communicate past and expected investment performance.
  • Perform relevant market research related to existing or new strategies.
  • Coordinate with various departments and team members on special projects.
QUALIFICATIONS:
  • Expert financial modeling and excel skillset.
  • Working knowledge of Argus Enterprise.
  • Mastery of Real Estate and financial KPIs.
  • Affinity for Power Point presentations.
  • Proficiency in charts, tables, and visualizations.
  • Strong mathematical, verbal, and communication skills.
  • Creativity.
  • A sense of humor.
COMPENSATION:
  • Our company considers a range of factors including education and experience when determining base compensation.
  • Compensation range: $00,000 - 125,000 + 30% bonus potential.
BENEFITS:
  • This position is also eligible for bonus and benefits. For more information, visit: Benefits!
    • 1 hour of paid sick and safe time for every 30 hours worked, 10 days of paid vacation time accrued bi-weekly, 6 weeks of paid parental leave, 10 paid holidays annually, and up to 3 floating days.
E-Verify
GID is an Equal Opportunity Employer
(1). See GID.com for details on the calculation of assets under management.

Keywords:

portfolio management, financial modeling, real estate investment, multifamily assets, industrial assets, investment products, financial analysis, fundraising presentations, market research, real estate KPIs

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Syndicated Portfolio Management

33222 Miami, Florida Intercredit Bank N.A.

Posted today

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Job Description

Summary:

We are seeking a detail-oriented Portfolio Manager to oversee the performance and integrity of our Syndicated loans portfolio. This role is critical in ensuring sound risk management, regulatory compliance, and optimal asset performance. The ideal candidate will bring strong analytical skills, knowledge of OCC standards, and hands-on experience in transaction monitoring and stress testing.


Key Responsibilities

  • Monitor and evaluate portfolio transactions to ensure alignment with credit strategy and risk parameters
  • Oversee the performance of portfolio assets, identifying trends and early warning signals
  • Manage periodic renewals and ensure timely updates of credit files and borrower profiles
  • Conduct periodic reviews in accordance with OCC guidelines and internal standards
  • Perform stress testing to assess portfolio resilience under adverse scenarios
  • Track and monitor covenant compliance, escalating breaches and recommending corrective actions
  • Maintain accurate portfolio data and produce reports on exposure, concentration, liquidity, and profitability for management and regulatory purposes.
  • Provide risk appetite guidance to relationship managers and credit teams
  • Monitor and report on asset quality, including delinquencies, impairments, and recoveries


Qualifications

  • Bachelor’s degree in Finance, Economics, Business, or related field (MBA or CFA preferred)
  • 5–8 years of experience in syndicated loan portfolio management, credit risk, corporate credit analysis or financial analysis
  • Strong understanding of OCC regulations, covenant structures, and stress testing methodologies
  • Proficiency in portfolio monitoring tools and financial reporting systems
  • Excellent analytical, organizational, and communication skills
  • Ability to work cross-functionally and manage multiple priorities in a fast-paced environment


SUPERVISORY RESPONSIBILITIES

Employee does not have any supervisory responsibilities


BSA COMPLIANCE


I understand and acknowledge that, in addition to the duties outlined in this job description, I am also responsible for ensuring that my duties are performed in full compliance with all of the bank’s Bank Secrecy Act, Anti-Money Laundering, and OFAC policies and procedures as well as related Federal Laws and Regulations. Furthermore, I understand that I must create and foster a culture of BSA, AML, and OFAC Compliance within the institution. Lastly, I agree to address any and all questions I may have about the Bank’s BSA/AML/OFAC Program to the Bank’s BSA Department.


PHYSICAL DEMANDS


The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.


While performing the duties of this job, the employee is regularly required to use hands to fingers, handle, or feel and talk or hear. The employee frequently is required to stand, walk, sit, and reach with hands and arms. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception, and ability to adjust focus.


WORK ENVIROMENT


The work environment characteristics described here are representative of those employees’ encounters with performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions

While performing the duties of this job, the employee is occasionally exposed to risk of electrical shock. The noise level in the work environment is usually moderate.


Intercredit Bank is a equal opportunity employer.

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