1,766 Investment Strategies jobs in the United States
Specialist, Client Investment Strategies

Posted 10 days ago
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**Work Arrangement:**
Hybrid Preferred : Preferred employee will work 3 days a week in a Lincoln office
**Relocation assistance:** is not available for this opportunity.
**Requisition #:** 74439
**The Role at a Glance**
We are excited to add an enthusiastic, driven, and customer-focused Specialist to our Client Investment Strategies Team. On this high-visibility team, you will have the opportunity to directly contribute to the success of Lincoln by collaborating with and providing best in class investment support to Lincoln wholesalers and the financial professionals that we work with. As a subject matter expert, you will primarily be responsible for responding to and communicating with internal and external stakeholders on topics related to the investments within Lincoln's variable products. This communication will occur via inbound phone calls, emails, and meetings with financial professionals. Other responsibilities include participating in the development and delivery of value-add investment content, along with providing analytical support to stakeholders.
**What you'll be doing**
What you'll be doing
+ As a subject matter expert, responds to inquiries on Lincoln's variable subaccounts and investment solutions while delivering a positive customer experience. Identifies when to escalate the most complex questions to appropriate senior stakeholders.
+ Discusses investment features and availability within Lincoln's products.
+ Performs policy investment reviews and asset allocation analysis.
+ Exhibits an interest in capital markets, staying on top of the latest data and trends.
+ Collaborates with internal stakeholders to produce investment related content to help support Lincoln's distribution efforts and/or customer needs.
+ Analyzes and manipulates data (formulas, pivot tables, etc.) using Microsoft Excel.
+ Develops and maintains an understanding of Lincoln's products, services and operational structure to enhance ability to effectively support their assigned area(s) of responsibility.
+ Serves as a resource to team members and applicable internal/external stakeholders on more complex assignments/projects for their assigned area(s) of responsibility.
+ Identifies and recommends process improvements that significantly reduce workloads or improve quality for their assigned area(s) of responsibility.
Additional Position Responsibilities
+ Carries out duties in compliance with all state and federal regulations and guidelines.
+ Complies with all company and site policies and procedures.
+ Makes a positive contribution as demonstrated by: - Making suggestions for improvement - Learning new skills, procedures, and processes.
+ Performs other duties as required.
+ Remains current in profession and industry trends.
**What we're looking for**
What we're looking for
+ 4 Year/bachelor's degree or equivalent work experience (4 years of experience in lieu of Bachelor's) - Minimum Required
+ 1-3 years of experience in investments or financial services that directly aligns with the specific responsibilities for this position.
+ Demonstrated ability to effectively communicate complex topics to various audiences.
+ Strong relationship management skills and passion for working collaboratively with others in a team setting.
+ Self-starter with the ability to prioritize work, identify ways to add value, and meet deadlines.
+ Proficiency with Microsoft Excel and PowerPoint.
+ Knowledge of investment research/analytic tools preferred.
+ FINRA SIE License and FINRA Series 7 license preferred or the ability to obtain within 120 Days.
+ Desire to pursue investment designations preferred.
**Application Deadline**
Applications for this position will be accepted until May 10th, 2025 - subject to earlier closure due to applicant volume.
**What's it like to work here?**
At Lincoln Financial, we love what we do. We make meaningful contributions each and every day to empower our customers to take charge of their lives. Working alongside dedicated and talented colleagues, we build fulfilling careers and stronger communities through a company that values our unique perspectives, insights and contributions and invests in programs that empower each of us to take charge of our own future.
**What's in it for you:**
+ Clearly defined career tracks and job levels, along with associated behaviors for each of Lincoln's core values and leadership attributes
+ Leadership development and virtual training opportunities
+ PTO/parental leave
+ Competitive 401K and employee benefits ( Free financial counseling, health coaching and employee assistance program
+ Tuition assistance program
+ Work arrangements that work for you
+ Effective productivity/technology tools and training
The pay range for this position is $53,500 - $96,300 with **anticipated pay for new hires between the minimum and midpoint of the range** and could vary above and below the listed range as permitted by applicable law. Pay is based on non-discriminatory factors including but not limited to work experience, education, location, licensure requirements, proficiency and qualifications required for the role. The base pay is just one component of Lincoln's total rewards package for employees. In addition, the role may be eligible for the Annual Incentive Program, which is discretionary and based on the performance of the company, business unit and individual. Other rewards may include long-term incentives, sales incentives and Lincoln's standard benefits package.
**About The Company**
Lincoln Financial (NYSE: LNC) helps people to confidently plan for their version of a successful future. We focus on identifying a clear path to financial security, with products including annuities, life insurance, group protection, and retirement plan services.
With our 120-year track record of expertise and integrity, millions of customers trust our solutions and service to help put their goals in reach.
Lincoln Financial Distributors, a broker-dealer, is the wholesale distribution organization of Lincoln Financial. Lincoln Financial is the marketing name for Lincoln Financial Corporation and its affiliates including The Lincoln National Life Insurance Company, Fort Wayne, IN, and Lincoln Life & Annuity Company of New York, Syracuse, NY. Lincoln Financial affiliates, their distributors, and their respective employees, representatives and/or insurance agents do not provide tax, accounting or legal advice.
Lincoln is committed to creating a diverse and inclusive ( environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.
Follow us on Facebook ( , X ( , LinkedIn ( , Instagram ( , and YouTube ( . For the latest company news, visit our newsroom ( .
**Be Aware of Fraudulent Recruiting Activities**
If you are interested in a career at Lincoln, we encourage you to review our current openings and apply on our website. Lincoln values the privacy and security of every applicant and urges all applicants to diligently protect their sensitive personal information from scams targeting job seekers. These scams can take many forms including fake employment applications, bogus interviews and falsified offer letters.
Lincoln will not ask applicants to provide their social security numbers, date of birth, bank account information or other sensitive information in job applications. Additionally, our recruiters do not communicate with applicants through free e-mail accounts (Gmail, Yahoo, Hotmail) or conduct interviews utilizing video chat rooms. We will never ask applicants to provide payment during the hiring process or extend an offer without conducting a phone, live video or in-person interview. Please contact Lincoln's fraud team at if you encounter a recruiter or see a job opportunity that seems suspicious.
**Additional Information**
This position may be subject to Lincoln's Political Contribution Policy. An offer of employment may be contingent upon disclosing to Lincoln the details of certain political contributions. Lincoln may decline to extend an offer or terminate employment for this role if it determines political contributions made could have an adverse impact on Lincoln's current or future business interests, misrepresentations were made, or for failure to fully disclose applicable political contributions and or fundraising activities.
Any unsolicited resumes or candidate profiles submitted through our web site or to personal e-mail accounts of employees of Lincoln Financial are considered property of Lincoln Financial and are not subject to payment of agency fees.
Lincoln Financial is an Equal Opportunity employer and, as such, is committed in policy and practice to recruit, hire, compensate, train and promote, in all job classifications, without regard to race, color, religion, sex (including pregnancy), age, national origin, disability, sexual orientation, gender identity and expression, Veteran status, or genetic information. Applicants are evaluated on the basis of job qualifications. If you are a person with a disability that impedes your ability to express your interest for a position through our online application process, or require TTY/TDD assistance, contact us by calling .
This Employer Participates in E-Verify. See the E-Verify ( notices.
Este Empleador Participa en E-Verify. Ver el E-Verify ( avisos.
Lincoln Financial Group ("LFG") is an Equal Opportunity employer and, as such, is committed in policy and practice to recruit, hire, compensate, train and promote, in all job classifications, without regard to race, color, religion, sex (including pregnancy), age, national origin, disability, sexual orientation, gender identity and expression, veterans status, or genetic information. Opportunities throughout LFG are available to employees and applicants and are evaluated on the basis of job qualifications. We have a drug free work environment and we perform pre-employment substance abuse testing.
Macro Research, Quantitative Investment Strategies Research, Vice President
Posted 3 days ago
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Job Description
The Quantitative Investment Strategies team in Morgan Stanley Investment Research is a partner to our clients in all aspects related to systematic investment. The key responsibility of the team is to provide best-in-class research on all aspects of quantitative investment strategies including signal generation, portfolio construction and risk management. Research focuses on a broad range of strategies including academically motivated factor strategies as well as state-of-the-art alpha signals. Using advanced econometric and statistical techniques, the team researches strategies across all asset classes and monitors their performance on an ongoing basis. The team is closely integrated with the Quantitative Investment Strategies group in Morgan Stanley sales and trading.
About Morgan Stanley
Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services.
As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence, and strong team ethic. We can provide a superior foundation for building a professional career - a place for people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture.
What will you be doing?
- You will conduct independent research on quantitative investment strategies across all asset classes with a focus on volatility in macro assets and equities. Experience in non-linear systematic strategies involving options for alpha generation or hedging is required.
- You will collaborate closely with sales and trading in the implementation of quantitative investment strategies.
- You will be working with clients on bespoke research to address specific questions around systematic investment solutions.
- You will be monitoring researched quantitative investment strategies.
- You will be writing research reports to summarize and market the research efforts of the team.
- You will interact with clients to discuss the group's research and help with specific investment solutions.
- You will follow the literature in the space of quantitative investment strategies.
- Ph.D. or strong quantitative Master in natural sciences/Economics.
- Strong in statistics and Math's.
- Proven track record in using MATLAB, R, Python, C++, or comparable programming language to solve complex problems.
- Ability to build scalable and well-crafted codes.
- Experience in structuring is a plus.
- Experience in research and development of systematic strategies in the volatility space in equity or macro assets is a requirement. This experience can cover alpha generation as well as hedging applications.
- Experience in the development of linear strategies in equities or macro asset classes is a plus.
- Ideally experience in econometrics (GARCH, SVM, Ridge regression, Neutral Networks, etc.).
- At least basic understanding of portfolio theory.
- Strong verbal and written communication.
WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work.
Expected base pay rates for the role will be between $150,000 and $00,000 per year for Associate, and between 225,000 and 250,000 per year for VP, at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.
Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
Investment Analyst, Investment Management, Equities Strategies
Posted 13 days ago
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Investment Analyst, Investment Management, Equities Strategies WHAT WE’RE LOOKING FOR: The team is primarily responsible for managing the daily portfolio construction process and related quality assurance of RA’s equity indices and active equity models. The team is also responsible for continuously improving the investment process, collaborating with both equity research and in-house team of software engineers to bring new strategies into production, as well as working with other areas of the firm to support RA’s investment operations. ROLES & RESPONSIBILITIES: Primary responsibilities include assisting in all parts of the portfolio construction and review process to ensure portfolios align with investment objectives and RA’s investment standards. Conduct rigorous quality control checks with in-depth understanding of investment strategies and a keen eye for proactively identifying and resolving potential issues. Resolve complex corporate actions and other portfolio construction related issues that require excellent problem-solving skills. Derive actionable insights. Stay abreast of industry trends and market developments that may impact investment strategies, sharing relevant insights with the team. Assist with supporting client related requests, promptly addressing inquiries. EDUCATION & EXPERIENCE: Entry Level - 4 Years Experience Proficiency with Microsoft Excel required. Acute attention to detail and deep curiosity for markets and data required. Strong verbal and written communication skills required. Degree in Business/Economics, or Mathematics/Statistics/Engineering preferred. Proficiency in Python preferred. SALARY & BENEFITS: Salary Range: $70,000 - $115,000 + eligible for a discretionary bonus. Base pay will be determined on an individual basis considering such factors as location, qualifications, skills, and experience. The base pay range is subject to change and may be modified in the future. Benefits including, but not limited to: Comprehensive Medical, Dental and Vision Plans, 401K Match, Flexible PTO, Paid Holiday Schedule, and Tuition Reimbursement. ABOUT RESEARCH AFFILIATES: We believe that a positive corporate culture is vital to our success. We place great value on collaboration, curiosity, responsibility, and authenticity. In our hiring process, we seek individuals who embrace these values. The result is a friendly, respectful, and collegial workplace where diversity is embraced, strong opinions are loosely held, and disagreements do not become personal. RA provides equal employment opportunities to all applicants and employees. The Company makes all employment decisions based on merit, qualifications and competence. Equal employment opportunity is the law, and discrimination is also inconsistent with RA’s core values. #J-18808-Ljbffr
Senior Investment Officer-Diversifying Strategies
Posted 6 days ago
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Senior Investment Officer-Diversifying Strategies page is loaded Senior Investment Officer-Diversifying Strategies Apply remote type Hybrid locations Chicago, IL Springfield, IL time type Full time posted on Posted 7 Days Ago job requisition id R25_00013 It is inspiring to work in an organization where individuals are deeply committed to the mission and values that drive our success. We are dedicated to delivering expert pension service to Illinois public educators as they earn their promised retirement security. About TRS: Founded in 1939 by the Illinois General Assembly, the Teachers’ Retirement System of the State of Illinois (TRS) is one of the largest pension systems in the United States. We provide retirement, disability and survivor benefits to teachers, administrators and other public-school personnel employed outside the city of Chicago. The System serves over 456,000 members and had assets of $75.7 billion as of May 31,2025. TRS is governed by a 15-member Board of Trustees. Mission Statement: Delivering expert pension service to Illinois public educators as they earn their promised retirement security. The Investments Team: An investments career with TRS is an opportunity to help Illinois public educators achieve their promised retirement security. The Investments team at TRS serves a critical role within TRS’s mission, as the team collectively manages and monitors over $5.7 billion in retirement assets on behalf of the System, as of May 31, 2025. The team consists of over 38 professionals that are responsible for evaluating and selecting external investment managers for the investment portfolio. Investing in a variety of strategies spanning equity, fixed income, real assets, hedge funds, and private markets asset classes, the team’s investment process includes significant qualitative and quantitative diligence. Investment professionals meet with existing and prospective managers to evaluate manager returns, risk, and fit within the portfolio. Manager exposures, track record, and other data are thoroughly analyzed within multiple systems throughout the investment process. Job Summary: The Senior Investment Officer is a senior level investment professional in the Investments Department. Under the direction of the Deputy Chief Investment Officer, the Senior Investment Officer assists in leading, coordinating and managing investments within the Teachers’ Retirement System’s Diversifying Strategies portfolio, which comprises more than $4 bil ion in assets. This role requires a comprehensive understanding of overarching investment principles, with a specific focus on hedge fund investments like trend following, long volatility, global macro, and relative value fixed income hedge funds. The Diversifying Strategies portfolio plays a critical role investing in risk mitigating hedge fund strategies that support the System’s ability to rebalance, meet benefit obligations, and fund capital calls, particularly during periods of market stress. The role requires an individual who can work both independently and within a team, perform comprehensive analysis and due diligence, and deliver actionable recommendations backed by solid research. This position requires a strong foundation in investment theory, the ability to operate effectively under pressure, and excellent oral and written communication skills. The ideal candidate will bring robust quantitative expertise, a deep knowledge of global financial markets, and a demonstrated ability to evaluate and propose innovative investment strategies. Additionally, the responsibilities encompass assigning and assessing the work of direct reports, conducting annual performance evaluations, and implementing corrective measures when needed, as well as addressing employee concerns and feedback with a thoughtful approach. Essential Functions: Source, evaluate, and prepare analyses and proposals for investments in new potential investment managers and structures. Evaluate the qualifications of prospective investment management relationships in accordance with investment policy, asset allocation directives and mix, diversification strategies and guidelines controlling risk/return characteristics for the Diversifying Strategies portfolio. Research the investment performance and portfolio characteristics of existing and prospective investment management relationships and asset class structures. Evaluate performance and portfolio characteristics to ensure compliance with the directives of the TRS Board of Trustees regarding investment objectives and constraints. Prepare statistical and narrative reports regarding the investment portfolios within the diversified strategy asset class, market factors, alternative investment prospects, and investment industry practices. Proactively research investment approaches, asset mixes, and portfolio management techniques to provide potential incremental return to TRS’s individual assets and at the total fund level. Interact at the highest level with outside managers in direct management of the relationship to help facilitate co-investments. Represent TRS on partnership advisory panels and within the industry. Manage internal reviews of documentation and provide logistical leadership for the relevant oversight committee within the Diversifying Strategies asset class. Assist Emerging Manager program staff, as necessary, in preparing analyses, due diligence, evaluations and proposals for administering emerging manager investment activity Assist with developing the skillsets of investment analysts within the investment program. Continue professional development, as prudent. Perform other duties as assigned or required. Knowledge, Skills and Abilities: Ability to positively represent the organization with external constituents Builds and manages effective teams Develops and delivers effective presentations Demonstrated analytical skills Maintains a high degree of professionalism Minimum Requirements: A Bachelor’s degree in finance, accounting, economics, business administration or related field is required A Chartered Financial Analyst (CFA) designation or credible progress toward earning the CFA charter is preferred Requires a minimum of five (5) years of investment experience, ideally focused on hedge fund investments A background in due diligence and sourcing is preferred. This position may be based in either Chicago, IL, or Springfield, IL. Please note that salary ranges vary by location. The range provided below reflects the Springfield market and may be adjusted to account for the cost of living in Chicago. Final compensation will be determined based on the candidate’s qualifications and the selected work location. If you thrive in a dynamic environment and enjoy collaborating with driven, enthusiastic professionals, you will find a rewarding career with us. For Illinois job seekers: Pay Range $185,314 00 - 289,089.00 Compensation will be determined based on the qualifications and experience of each candidate. Benefits TRS is an agency of the State of Illinois. As such, full and part-time employees are eligible for the State of Illinois comprehensive benefits program which includes medical, dental and vision coverage. All employees participate in the TRS retirement pension plan and have the option to contribute to additional State of Illinois deferred compensation plans. The TRS pension plan is a reciprocal system to other state and local pension plans (SERS, SURS, IMRF, etc.) About Us The Teachers’ Retirement System of the State of Illinois (TRS) is one of the largest pension systems in the United States. We provide retirement, disability and survivor benefits to teachers, administrators and other public-school personnel employed outside the city of Chicago. The System serves over 456,000 members and had assets of $7 .4 billion as of June 30, 2024. TRS is governed by a 15-member Board of Trustees. Not finding the right fit? Let us know you're interested in a future opportunity by clicking Get Started below or create an account by clicking 'Sign In' at the top of the page to set up email alerts as new career opportunities become available that meet your interest! #J-18808-Ljbffr
Financial Analysis

Posted today
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Facilitates decisioning and analysis of all types of credit information to support lending decisions and processes for the bank. Maintains and promotes a client service environment to satisfy and exceed customer needs and expectations. This role will make credit decisions and recommendations in accordance with sound credit-granting principles and in compliance with Bank Policies & Procedures.
+ Acts timely, efficiently and independently, taking ownership of client satisfaction.
+ May include focused calling and pipeline management activities.
+ Provides advice and guidance to assigned business/group on implementation of solutions.
+ Breaks down strategic problems, and analyses data and information to provide insights and recommendations.
+ Conducts thorough analysis of client capital and credit risk.
+ Provides accurate financial analysis and risk assessment of new and existing customers.
+ Partners with internal stakeholders for accurate, detailed client information.
+ Develops credit information to make lending decisions on new, renewal and extension loans.
+ Assists in negotiations of terms and conditions of all decisions made via phone and e-mail interaction with clients.
+ Prepares summary, present facts and offer opinions concerning credit worthiness.
+ Minimizes BMO's risk exposure by adhering to internal credit policies and procedures with respect to lending decisions.
+ Provides input into the planning and implementation of operational programs.
+ Builds effective relationships with internal/external stakeholders.
+ Focus may be on a business/group.
+ Thinks creatively and proposes new solutions.
+ Exercises judgment to identify, diagnose, and solve problems within given rules.
+ Works mostly independently.
+ Broader work or accountabilities may be assigned as needed.
**Qualifications:**
+ Typically between 3 - 5 years of relevant experience, including, but not limited to, private credit, banking, public accounting, investment banking and valuations, and post-secondary degree in related field of study or an equivalent combination of education and experience.
+ In depth specific functional knowledge and broad business knowledge.
+ Strong analytical skills.
+ Exceptional skills in quantitative analytics and credit analysis skills.
+ Highly developed written and oral communication skills.
+ Strong proficiency in Microsoft Office products and the Internet.
+ Strong interpersonal skills.
+ Ability to work under limited supervision.
+ Basic understanding of risk management concepts
+ Ability to learn and adapt quickly.
+ Excellent capability to independently and proactively service multiple clients.
+ Specialized knowledge from education and/or business experience.
+ Verbal & written communication skills - In-depth.
+ Collaboration & team skills - In-depth.
+ Analytical and problem solving skills - In-depth.
+ Influence skills - In-depth.
**Salary:**
$54,000.00 - $99,600.00
**Pay Type:**
Salaried
The above represents BMO Financial Group's pay range and type.
Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position.
BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: Us**
At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.
As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.
To find out more visit us at is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law.
BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to and let us know the nature of your request and your contact information.
Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
Financial Analysis Manager
Posted 3 days ago
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Financial Analysis Manager Location: Seattle, WA – Fully Onsite Position Summary: The ideal candidate possesses a strong background in financial analysis within project-oriented businesses or manufacturing plants, with specific experience in managing government grants and contracts. This role will play a key part in providing financial insights to support strategic decision-making, project management, and operational efficiency. Responsibilities: Financial Planning & Analysis: Develop and maintain financial models, conduct forecasting and budgeting, and analyze financial performance for projects and operational units. Government Grant/Contract Management: Manage the financial aspects of government grants and contracts, including budget tracking, reporting, compliance, and audit support. Cost Analysis: Perform detailed cost analysis to identify cost drivers, assess project profitability, and support cost optimization initiatives. Reporting & Analysis: Prepare regular financial reports, variance analysis, and presentations for management to support informed decision-making. System Utilization: Effectively utilize enterprise applications (Netsuite, Deltek, CostPoint, or Dynamics AX) to manage financial data and generate reports. Process Improvement: Identify opportunities for improving financial processes and reporting efficiencies. Collaboration: Work closely with project managers, engineers, and other stakeholders to provide financial guidance and support. Requirements: Bachelor's degree in Finance, Accounting, or a related field. 7+ years of experience in financial analysis. Experience in project-oriented business or manufacturing plant environment. Experience in government funding, managing the financial aspects of government grants and/or government contracts. Experience with enterprise applications such as Netsuite, Deltek Costpoint, and/or Dynamics AX. Nice to have: Experience working in industrial, aerospace, manufacturing, or construction industries is strongly preferred. #J-18808-Ljbffr
Financial Analysis Manager
Posted 3 days ago
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Join to apply for the Financial Analysis Manager role at California Department of Housing & Community Development 2 days ago Be among the first 25 applicants Join to apply for the Financial Analysis Manager role at California Department of Housing & Community Development Get AI-powered advice on this job and more exclusive features. California Department of Housing & Community Development provided pay range This range is provided by California Department of Housing & Community Development. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Base pay range Equal Opportunity Employer The State of California is an equal opportunity employer to all, regardless of age, ancestry, color, disability (mental and physical), exercising the right to family care and medical leave, gender, gender expression, gender identity, genetic information, marital status, medical condition, military or veteran status, national origin, political affiliation, race, religious creed, sex (includes pregnancy, childbirth, breastfeeding and related medical conditions), and sexual orientation. It is an objective of the State of California to achieve a drug-free work place. Any applicant for state employment will be expected to behave in accordance with this objective because the use of illegal drugs is inconsistent with the law of the State, the rules governing Civil Service, and the special trust placed in public servants. Position Details Job Code #: JC-481464 Position #(s): -001 Working Title: Financial Analysis Manager Classification: STAFF SERVICES MANAGER II (SUPERVISORY) $7,643.00 - $,496.00 New to State candidates will be hired into the minimum salary of the classification or minimum of alternate range when applicable. # of Positions: 1 Work Location: Sacramento County Telework: Hybrid Job Type: Permanent, Full Time Department Information HCD helps to provide stable, safe homes affordable to veterans, seniors, young families, farm workers, tribes, people with disabilities, and individuals and families experiencing homelessness. Our Vision Every California resident can live, work, and play in healthy communities of opportunity. What We Do HCD does not manage properties or place individuals in affordable housing. For assistance, please contact a person in your local community who helps people who are experiencing or at risk of homelessness. Our Commitment to Diversity HCD values diversity at all levels of the organization and is committed to fostering an environment in which employees from a variety of backgrounds, cultures, and personal experiences are welcomed and can thrive. HCD believes the diversity of our employees and their unique ideas inspire innovative solutions to further our mission. Join HCD and help us improve the lives of all Californians. Department Website: Job Description And Duties This position is located in Sacramento. At HCD, we are dedicated to fostering a dynamic and inclusive work environment where innovation and collaboration thrive. If you’re interested in promoting safe, affordable, sustainable communities for all Californians, HCD is the place for you. By joining our team, you’ll have the opportunity to make a meaningful impact in your community while working along passionate professionals. Under the general direction of the Chief Financial Manager (Staff Services Manager III) of the Financial Management Branch, the Staff Services Manager Il is responsible for the management and oversight of the Financial Planning and Analysis (State/Bond) Unit and the Financial Reporting and Analysis (Federal) Unit. The incumbent is responsible for managing and oversight of HCD’s financial system’s reconciliation, forecasting, bond management, and internal and external state, bond, and federal reporting. Please Note: A Statement of Qualifications must be submitted along with your application in order to be considered for this position. Please see Statement of Qualifications section below for instructions. This job allows you to work from home for a set number of days each week, up to 01 days , depending on your agreement with the department. You will find additional information about the job in the Duty Statement . Special Requirements Confidentiality Do not include any confidential information on any documents you submit for a job vacancy, such as your State application, resume, or educational transcripts. Confidential information that should be excluded or removed from these documents includes, but is not limited to, your Social Security Number (SSN), birthdate, student identification number, driver’s license number (unless required), basis of eligibility, examination results, LEAP status, marital status, and age. Confidential information on the first page of applications submitted electronically online, such as Easy ID number, SSN, examination related information, and driver’s license number will automatically be redacted upon submission. Employment Application (STD.678) It is a requirement to submit work experience, dates, and hours worked, contact names and phone numbers of supervisors on the state application. Resumes or other documents cannot substitute a state application. Applicants who fail to submit a completed STD. 678 will not be considered. HCD Disclosure Requirements Selected candidates may be subject to rules imposed by a Conflict of Interest Code that apply to HCD employees, which may require filing a Statement of Economic Interest (Form 700). HCD conducts pre-employment background checks on all new to HCD or returning to HCD candidates. This position requires a background check to be cleared prior to being hired. Per CCR 249.3, this job control may be used to fill subsequent vacancies. Application Instructions Completed applications and all required documents must be received or postmarked by the Final Filing Date in order to be considered. Dates printed on Mobile Bar Codes, such as the Quick Response (QR) Codes available at the USPS, are not considered Postmark dates for the purpose of determining timely filing of an application. Final Filing Date: 7/13/2025 Who May Apply Individuals who are currently in the classification, eligible for lateral transfer, eligible for reinstatement, have list or LEAP eligibility, are in the process of obtaining list eligibility, or have SROA and/or Surplus eligibility (please attach your letter, if available). SROA and Surplus candidates are given priority; therefore, individuals with other eligibility may be considered in the event no SROA or Surplus candidates apply. Individuals who are eligible for a Training and Development assignment may also be considered for this position(s). Applications will be screened and only the most qualified applicants will be selected to move forward in the selection process. Applicants must meet the Minimum Qualifications stated in the Classification Specification(s). How To Apply Complete Application Packages (including Your Examination/Employment Application (STD 678) And Applicable Or Required Documents) Must Be Submitted To Apply For This Job Posting. Application Packages May Be Submitted Electronically Through Your CalCareer Account At Www.CalCareers.ca.gov. When Submitting Your Application In Hard Copy, a Completed Copy Of The Application Package Listing Must Be Included. If You Choose To Not Apply Electronically, a Hard Copy Application Package May Be Submitted Through An Alternative Method Listed Below: Address for Mailing Application Packages You may submit your application and any applicable or required documents to: Department of Housing & Community Development Postal Attn: Hiring Unit | JC 481464 P.O. Box 952050 Sacramento , CA 94252-2050 Address for Drop-Off Application Packages You may drop off your application and any applicable or required documents at: Department of Housing & Community Development Drop-Off HCD Hiring Unit | JC 481464 651 Bannon Street (Lobby) Sacramento , CA 95811 08:00 AM - 05:00 PM Required Application Package Documents The Following Items Are Required To Be Submitted With Your Application. Applicants Who Do Not Submit The Required Items Timely May Not Be Considered For This Job: Current version of the State Examination/Employment Application STD Form 678 (when not applying electronically), or the Electronic State Employment Application through your Applicant Account at All Experience and Education relating to the Minimum Qualifications listed on the Classification Specification should be included to demonstrate how you meet the Minimum Qualifications for the position. Resume is required and must be included. Statement of Qualifications - Please see the Statement of Qualifications Section. Applicants requiring reasonable accommodations for the hiring interview process must request the necessary accommodations if scheduled for a hiring interview. The request should be made at the time of contact to schedule the interview. Questions regarding reasonable accommodations may be directed to the EEO contact listed on this job posting. Seniority level Seniority level Mid-Senior level Employment type Employment type Full-time Job function Job function Research, Analyst, and Information Technology Industries Government Administration Referrals increase your chances of interviewing at California Department of Housing & Community Development by 2x Get notified about new Analysis Manager jobs in Sacramento, CA . 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Financial Analysis Consultant
Posted 3 days ago
Job Viewed
Job Description
Join to apply for the Financial Analysis Consultant role at Pacific Life 17 hours ago Be among the first 25 applicants Join to apply for the Financial Analysis Consultant role at Pacific Life Direct message the job poster from Pacific Life Sr. Talent Acquisition Partner hiring top-tier talent at Pacific Life Job Description Providing for loved ones, planning rewarding retirements, saving enough for whatever lies ahead – our policyholders count on us to be there when it matters most. It’s a big ask, but it’s one that we have the power to deliver when we work together. We collaborate and innovate – pushing one another to transform not just Pacific Life, but the entire industry for the better. Why? Because it’s the right thing to do. Pacific Life is more than a job, it’s a career with purpose. It’s a career where you have the support, balance, and resources to make a positive impact on the future – including your own. We’re actively seeking a talented Financial Planning and Analysis Consultant to join our Institutional Division Finance team in Newport Beach, CA or Omaha, NE. As a Financial Planning and Analysis Consultant you’ll move Pacific Life, and your career, forward by supporting the division's planning, forecasting, budgeting, expense management, and reporting of results to divisional and corporate executive management. How You’ll Help Move Us Forward Participate on or lead various finance, new business, or product development initiatives and projects for the Institutional Division Participate on or lead various enterprise initiatives and projects as a representative for the Institutional Division Prepare accurate, timely, and high-quality financial forecasts, projections, and analyses of financial and operational results that provide the story behind the financial data Prepare financial analyses for determining past financial performance and/or projection of future financial results Work with key stakeholders across the division to analyze quarterly results and develop analytics and management reporting to understand business results and support strategic decision-making Prepare ad-hoc financial analysis and management reports as requested by senior management The Experience You Bring Bachelor’s degree required in Business, Finance, Accounting, or related field 7+ years of experience with mix of public accounting and private accounting and finance experience strongly preferred Experience in Insurance industry or relevant experience in a Financial Planning and Analysis role is preferred Experience in developing projections, analytics, and reporting of financial results; strong understanding of business drivers and results Demonstrated initiative to quickly pick up new concepts and tools, as well as identify and implement improvements Ability to work well under pressure and manage multiple deliverables Strong project management skills to plan, lead, and coordinate initiatives across the division Fundamental understanding of financial statements, financial planning, and analysis concepts Experience in analytical, reporting, and modeling tools, including Hyperion Planning (EPBCS), OAC, Essbase/Smartview, Power BI, and wDesk is preferred High level of proficiency in Excel and PowerPoint What Makes You Stand Out CPA/CFA or equivalent preferred; MBA may be considered Track record of innovation, initiative, and deep analytical capabilities You Can Be Who You Are. People come first here. We’re committed to an inclusive workforce. Learn more about how we create a welcoming work environment at What’s life like at Pacific Life? Visit Instagram.com/lifeatpacificlife. Base Pay Range The base pay range noted represents the company’s good faith minimum and maximum range for this role at the time of posting. The actual compensation offered to a candidate will be dependent upon several factors, including but not limited to experience, qualifications and geographic location. Also, most employees are eligible for additional incentive pay. $148,230.00 - $81,170.00 Your Benefits Start Day 1 Your wellbeing is important to Pacific Life, and we’re committed to providing you with flexible benefits that you can tailor to meet your needs. Whether you are focusing on your physical, financial, emotional, or social wellbeing, we’ve got you covered. Prioritization of your health and well-being including Medical, Dental, Vision, and Wellbeing Reimbursement Account that can be used on yourself or your eligible dependents Generous paid time off options including: Paid Time Off, Holiday Schedules, and Financial Planning Time Off Paid Parental Leave as well as an Adoption Assistance Program Competitive 401k savings plan with company match and an additional contribution regardless of participation EEO Statement Pacific Life Insurance Company is an Equal Opportunity /Affirmative Action Employer, M/F/D/V. If you are a qualified individual with a disability or a disabled veteran, you have the right to request an accommodation if you are unable or limited in your ability to use or access our career center as a result of your disability. To request an accommodation, contact a Human Resources Representative at Pacific Life Insurance Company. Seniority level Seniority level Mid-Senior level Employment type Employment type Full-time Job function Job function Business Development and Sales Industries Insurance Referrals increase your chances of interviewing at Pacific Life by 2x Get notified about new Analysis Consultant jobs in Newport Beach, CA . 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Manager-Financial Analysis
Posted 24 days ago
Job Viewed
Job Description
As an S&C Electric team member, you'll work on projects that have real-world impact. You'll help transform the grid for resilient and reliable power worldwide. S&C has more than a 100-year history of innovation and has been 100% employee-owned since 2012. We continue this legacy as a trusted, forward-thinking leader in the electrical industry. You will advance a safer, more reliable, and more resilient electrical grid. Our products help the grid adapt to severe weather and transition to clean energy. We're big enough to be a respected industry leader but small enough for you to impact our company directly. Our commitment gives you opportunities to impact on and off the job positively. Join S&C to make an impact on tomorrow's energy challenges and become an employee-owner! Hours 8:00 am - 5:00 pm (Mon-Fri) On-Site Compensation At S&C, we are dedicated to providing competitive and equitable compensation for all our team members, and we are committed to transparency in our pay practices. The estimated annual base salary range for this position in the United States is $124,960 - $165,572. Individual pay within this salary range is determined by several compensable factors, including performance, knowledge, job-related skills and experience, and relevant education or training. This role is also eligible for S&C's annual incentive plan (AIP), subject to eligibility criteria. Join Our Team as a Manager-Financial Analysis! The Manager, Financial Analysis, is a key player within the business controlling team and is responsible for leading lateral automation and commercial activities including planning, reporting, and analysis of S&C's regional & consolidated results. The position will also oversee components of S&C's financial planning & consolidation system and will work closely with the senior leadership team, and business unit leaders providing financial and strategic support. Key Responsibilities: Manage the corporate budget, forecast, and reporting processes by leading the coordination, analysis, and reporting thereof Support the monthly close consolidation process by preparing variance analysis and reporting of results for our lateral automation and commercial business partners Provide oversight, technical support, and change management of existing and future EPM platforms, including data governance and assessments to improve financial system processes Interact with technical development and warehousing teams to ensure data integrity, streamline processes and support future development activities Partner with and provide financial support to senior leadership by performing value-added analyses and preparing presentations to support critical decision-making processes Develop and enhance financial models and planning processes to drive effective data analytics and provide recommendations that will enable quality performance management discussions and better decision-making Work with leadership to develop, improve, and maintain financial reporting across the organization Coordinate the preparation and presentation of quarterly business reviews Support the company's development activities by analyzing growth initiatives, including capital expenditure analysis, new product introductions, plant expansions, etc. Analyze costs of projects and products to identify trends and recommend profitability improvements Analyze the cash position of projects to ensure the projects are in a cash positive or cash neutral position Preparing and publishing monthly financial reports to the engineering and services team and providing recommendations for growth and improvement opportunities Produce and evaluate budget, forecasts, and 5-year planning for our lateral automation and commercial teams Support monthly account reconciliations and annual financial audit Manage and support Oracle Projects and assist with system updates and upgrades What you'll Need To Succeed: Bachelor's degree in accounting or finance Five to ten years of progressive work experience in FP&A and/or corporate finance, preferably in a manufacturing environment Experience with a mix of accounting, FP&A, and business systems analysis experience supporting financial environments, preferably with experience as an EPM system administrator (Hyperion, BPC, etc.) Expertise in business planning processes, budgets, forecasts, bridges, etc. Tech savvy individual with advanced excel, presentation and computer skills Good understanding of ERP systems in a manufacturing environment. Strong organizational skills, attention to detail, ability to prioritize and meet deadlines. Aptitude to analyze and interpret complex financial and statistical data but can also see the "big picture". Executive presence combined with excellent written and verbal communication skills. Strong understanding of finance & accounting concepts, with general understanding of GAAP. Passion for leading positive change throughout the organization. Experience managing a small team. S&C Electric is committed to equal-opportunity employment. All employees and applicants will be considered without regard to age, color, disability, gender, national origin, race, religion, sexual orientation, gender identity, protected veteran status, or any other classification protected by federal, state, or local law. If you are an individual with a disability and need an accommodation to complete the application, please email us at No fixed deadline #LI-BB1 #J-18808-Ljbffr
Manager-Financial Analysis
Posted 24 days ago
Job Viewed
Job Description
As an S&C Electric team member, you'll work on projects that have real-world impact. You'll help transform the grid for resilient and reliable power worldwide. S&C has more than a 100-year history of innovation and has been 100% employee-owned since 2012. We continue this legacy as a trusted, forward-thinking leader in the electrical industry. You will advance a safer, more reliable, and more resilient electrical grid. Our products help the grid adapt to severe weather and transition to clean energy. We're big enough to be a respected industry leader but small enough for you to impact our company directly. Our commitment gives you opportunities to impact on and off the job positively.
Join S&C to make an impact on tomorrow's energy challenges and become an employee-owner!
Hours
* 8:00 am - 5:00 pm (Mon-Fri) On-site
Compensation
At S&C, we are dedicated to providing competitive and equitable compensation for all our team members, and we are committed to transparency in our pay practices. The estimated annual base salary range for this position in the United States is $124,960-$165,572. Individual pay within this salary range is determined by several compensable factors, including performance, knowledge, job-related skills and experience, and relevant education or training. This role is also eligible for S&C's annual incentive plan (AIP), subject to eligibility criteria.
The Manager, Financial Analysis, is a key player within the business controlling team and is responsible for leading lateral automation and commercial activities including planning, reporting, and analysis of S&C's regional & consolidated results. The position will also oversee components of S&C's financial planning & consolidation system and will work closely with the senior leadership team, and business unit leaders providing financial and strategic support.
Essential Functions:
- Manage the corporate budget, forecast, and reporting processes by leading the coordination, analysis, and reporting thereof
- Support the monthly close consolidation process by preparing variance analysis and reporting of results for our lateral automation and commercial business partners
- Provide oversight, technical support, and change management of existing and future EPM platforms, including data governance and assessments to improve financial system processes
- Interact with technical development and warehousing teams to ensure data integrity, streamline processes and support future development activities
- Partner with and provide financial support to senior leadership by performing value-added analyses and preparing presentations to support critical decision-making processes
- Develop and enhance financial models and planning processes to drive effective data analytics and provide recommendations that will enable quality performance management discussions and better decision-making
- Work with leadership to develop, improve, and maintain financial reporting across the organization
- Coordinate the preparation and presentation of quarterly business reviews
- Support the company's development activities by analyzing growth initiatives, including capital expenditure analysis, new product introductions, plant expansions, etc.
- Analyze costs of projects and products to identify trends and recommend profitability improvements
- Analyze the cash position of projects to ensure the projects are in a cash positive or cash neutral position
- Preparing and publishing monthly financial reports to the engineering and services team and providing recommendations for growth and improvement opportunities
- Produce and evaluate budget, forecasts, and 5-year planning for our lateral automation and commercial teams
- Support monthly account reconciliations and annual financial audit
- Manage and support Oracle Projects and assist with system updates and upgrades
Additional Functions:
- Maintain regular and punctual attendance.
- Attend in-person or virtual meetings as requested or required.
- Communicate effectively and respectfully with others.
- Other responsibilities as assigned
Required
- Bachelor's degree in accounting or finance
- Five to ten years of progressive work experience in FP&A and/or corporate finance, preferably in a manufacturing environment
- Experience with a mix of accounting, FP&A, and business systems analysis experience supporting financial environments, preferably with experience as an EPM system administrator (Hyperion, BPC, etc.)
- Expertise in business planning processes, budgets, forecasts, bridges, etc.
- Tech savvy individual with advanced excel, presentation and computer skills
- Good understanding of ERP systems in a manufacturing environment.
- Strong organizational skills, attention to detail, ability to prioritize and meet deadlines.
- Aptitude to analyze and interpret complex financial and statistical data but can also see the "big picture".
- Executive presence combined with excellent written and verbal communication skills.
- Strong understanding of finance & accounting concepts, with general understanding of GAAP.
- Passion for leading positive change throughout the organization.
- Experience managing a small team.
Preferred
- CPA or MBA preferred
- Oracle ERP Proficiency with Oracle ERP, Oracle EPM Cloud, and other accounting software used by the organization
- Experience with a mix of financial and cost accounting, FP&A, and business systems analysis experience supporting financial environments and a good understanding of ERP systems in a manufacturing environment.
- Experienced with using Power BI
S&C Electric is committed to equal-opportunity employment. All employees and applicants will be considered without regard to age, color, disability, gender, national origin, race, religion, sexual orientation, gender identity, protected veteran status, or any other classification protected by federal, state, or local law. If you are an individual with a disability and need an accommodation to complete the application, please email us at
No fixed deadline
#LI-BB1