4,462 Investments jobs in the United States

Location Designation: Hybrid - 3 days per week

Our New York Life culture has laid the foundation for over 180 years of commitment to our employees, agents, policy owners, and the communities where we live and work. Here you become a valued part of a welcoming, inclusive, and caring organization with a long-standing legacy in stability and growth. The strength revolves around our diversified, multi-dimensional business portfolio that goes beyond life insurance.

As a Fortune 100 company and industry leader, we provide an environment where you can explore your career ambitions, offering opportunities to tackle meaningful challenges and stretch your skills while balancing work and life priorities. You will be part of an inclusive team guided by our belief to always be there for each other-providing the support and flexibility to grow and reach new heights while making an impact in the lives of others.

You are our future, and we commit to investing in you accordingly.

Our Talent Acquisition team is looking for an Investments Recruiter with experience in hiring for financial services, from early career to officer level positions. Our Recruiters are valuable partners to our business, executing on recruiting strategies in support of our goal to attract top talent to the organization. A Recruiter at New York Life requires skills in direct sourcing, screening, and assessing candidates, as well as with developing and negotiating offers.

What You'll Do:

• Independently managing your own requisition load and full life-cycle recruiting process across a functional group which can range from 20-30 openings at a given time
• Providing overall direction of the Recruiting Strategy for assigned clients, establishing guidelines and procedures concerning staffing best practices and process improvements
• Advising hiring managers and executives on all staffing, sourcing, and recruiting initiatives and keeping them apprised of recruitment trends impacting the business
• Crafting job descriptions and assessing candidates against competencies
• Coaching hiring managers and others involved in the recruitment process
• Designing and delivering customized recruitment strategies to include candidate pipelining, diversity, resource allocation, and search agency review
• Collaborating closely with HR Business Partner teams in delivering specific recruiting campaigns and reporting progress on a regular basis
• Staying up to date on recruiting challenges and trends, labor laws, and legislative initiatives that have implications on the profitability of the business
• Participating in talent review and workforce planning discussions with HR Business Partner and Recruiting Managers as appropriate
• Partnering with vendors to leverage outsourcing opportunities, monitoring agency performance
• Determining recruiting effectiveness through reporting and data analysis

What You'll Bring:

• 5+ years of experience recruiting for financial services - recruitment for sales, strategy, Investment professionals, and core corporate functions (such as finance and compliance) is highly preferred
• Bachelor's degree is required
• Demonstrated success in a competitive talent market with expertise in sourcing techniques in social media, direct recruiting, and other recruiting strategies
• Attentive client and candidate service, includes providing weekly recruitment status and metrics to Recruiting Manager, HR Business Partners, and other key stakeholders
• Highly experienced working with an ATS
• Meticulous attention to detail, with strong multi-tasking and follow-through required
• Solid consultation and negotiation skills, and superior oral and written communication skills are required with ability to communicate with all levels of internal and external stakeholders
• Demonstrated problem solving and decision-making skills
• Strong work ethic with demonstrated experience taking initiative, working well under pressure, and meeting deadlines in a fast-paced, dynamic environment

Pay Transparency

Salary Range:$77,500-$125,000

Overtime eligible:Exempt

Discretionary bonus eligible:Yes

Sales bonus eligible:No

Actual base salary will be determined based on several factors but not limited to individual's experience, skills, qualifications, and job location. Additionally, employees are eligible for an annual discretionary bonus. In addition to base salary, employees may also be eligible to participate in an incentive program.

Our Benefits

We provide a full package of benefits for employees - and have unique offerings for a modern workforce, including leave programs, adoption assistance, and student loan repayment programs. Based on feedback from our employees, we continue to refine and add benefits to our offering, so that you can flourish both inside and outside of work.Click hereto discover more about our comprehensive benefit options or visit our NYL Benefits Site.

Our Commitment to Inclusion
At New York Life, fostering an inclusive workplace is fundamental to who we are and how we serve our communities. We have a longstanding commitment to creating an environment where individuals can contribute their best and succeed together. This foundation is rooted in our core values of humanity and integrity, ensuring that every employee feels valued and supported. By embracing a broad range of perspectives and experiences, we achieve greater success and fulfill our promise of providing financial security and peace of mind to families across all communities. Click here to learn more about New York Life's leadership in this space.

Recognized as one of Fortune's World's Most Admired Companies, New York Life is committed to improving local communities through a culture of employee giving and volunteerism, supported by theFoundation.We're proud that due to our mutuality, we operate in the best interests of our policy owners. To learn more about career opportunities at New York Life, please visit the Careers page of

Visit our LinkedIn to see how our employees and agents are leading the industry and impacting communities.

Visit our Newsroom to learn more about how our company is constantly evolving to meet our clients' and employees' needs.

Job Requisition ID: 92049

Job Category : Administrative

Requisition Number : ANALY001029

Apply now

• Full-Time
• On-site

Showing 1 location

San Francisco, CA 94105, USA

Kilroy Realty Corporation is seeking an individual interested in pursuing a career in real estate with a focus on investments and finance at a premier publicly traded REIT (NYSE: KRC). The Analyst, Investments and Portfolio Management will work directly with both a locally focused team and senior management at all levels within the organization. The opportunity provides extensive experience and exposure to real estate development and investment; including the financial modeling of all perspective acquisitions, development, disposition, and reposition projects.

Additionally, the role will provide financial analysis and support on other various projects such as leasing transactions, corporate finance/capital markets, and other strategic initiatives. There is direct interface with the CEO, COO, CFO, CIO, Regional EVP/SVPs as well as with the asset management, development, accounting and corporate finance departments thus strong communication skills are warranted. This position reports to the Senior Vice President, Investments.

Opportunity Requirements

• Bachelors degree from a top-tier university with coursework in business, finance, and ideally, real estate
• 1-3 years of direct real estate experience in a valuation, development and/or acquisition, debt, investment banking, asset management, or accounting role
• Ability to synthesize large amounts of information from various sources and provide concise conclusions and recommendations
• Strong critical thinking skills and the ability to independently develop strategies and recommendations for investment decisions
• Familiarity with real estate diligence such as rent rolls, contracts, commercial leases, offering memorandums and operating/income statements
• Experience with office, life science, retail, and multifamily product types in Southern California markets a plus
• Advanced skills in Excel and ARGUS
• Familiarity with basic cash/GAAP accounting principles
• Excellent communication skills and precise attention to detail
• Team oriented mentality with a strong ability to adapt and interact with team members
• Willingness and excitement for occasional business travel between Kilroys target markets

Summary of Responsibilities

The core responsibilities of this position include, but are not limited to the following:

• Directly assisting Bay Area and Pacific Northwest investment team in building ARGUS/Excel cash flow models for all prospective acquisitions, developments, dispositions, and asset repositioning projects
• Assisting in all aspects of the underwriting process, including initial investment analysis, preparation of investment memos, comparative analysis, vetting of corporate finance and accounting issues, etc.
• Working with Kilroys leasing and asset management teams to analyze strategic decisions including leasing analysis, return on capital investment evaluation, and other portfolio management analysis to assist in the decision making process
• Evaluating, through Argus, NPV and IRR analyses, the financial impact of lease proposals, terminations, and renewals for active and pipeline development projects
• Assisting with execution and proforma modeling of large mixed-use projects with office, retail and multi-family components
• Creating clear and concise presentations directed towards senior management and Investment Committee
• Reviewing and summarizing acquisition diligence materials on live deals
• Maintaining acquisition pipeline trackers through active engagement with external brokers
• Developing and maintaining a deep network of market participants in order to assist the Company in the sourcing of opportunities
• Monitoring market transactions for both leasing and capital markets data points
• Assisting FP&A and Corporate Finance teams in the preparation of internal and external investor relations materials
• Interfacing with Brokers, Lawyers, Architects, Engineers, and other project team members to ensure timely/accurate proforma updates

What we offer
At Kilroy, base pay is one part of our total compensation package and is determined within a range. This provides the opportunity to progress as you grow and develop within the role. The base pay range for this role is between $97,500 and $110,000, and your base pay will depend on your skills, experience and training, knowledge, licensure and certifications, and other business and organizational needs. It is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. This role is eligible for an annual discretionary bonus as well.

Our comprehensive group health benefits program is built around your total health and provides employees and their families with care and coverage designed to help you thrive. Our health and wellness program offerings include medical, dental, vision, with FSA, HSA options, Group Life & Disability, LTD coverage and much more. Ancillary programs include a retirement savings plan with a competitive employer match, employee support programs like our parental leave coaching program, wellness, and commuter benefits, just to name a few. We invite you to visit our website at to learn more.

Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws.For further information, please review the Know Your Rights notice from the Department of Labor.

Caltech is a world-renowned science and engineering institute that marshals some of the world's brightest minds and most innovative tools to address fundamental scientific questions. We thrive on finding and cultivating talented people who are passionate about what they do. Join us and be a part of the diverse Caltech community. Job Summary Reporting to the Chief Investment Officer, with exposure to the Investment Committee of the Board of Trustees, the Director of Investments ("Director") is a key leadership role in the Investment Office, involved in all aspects of the investment process. The core objective of the Director is to support the Chief Investment Officer in the management of the overall investment program, including manager selection, portfolio strategy, and management of staff in the Investment Office. In addition to the roles and responsibilities of the Associate Director role, the Director also contributes to the development of portfolio-level strategy, and will implement investment strategies more independently. The Director is also expected to lead discussions with the Investment Committee on matters of strategy and participate in the feedback loop between stakeholders and the Investment Office. Finally, Directors are expected to serve on the Internal Investment Committee ("IIC") of the Investment Office. Essential Job Duties Investment Research (55%) Advise the Chief Investment Officer on portfolio needs and propose well-defined investment strategies that can meet those needs. Strategy definition includes the development of return and risk expectations, benchmarking approaches, and the creation of comprehensive market maps highlighting key differences between market participants that drive manager selection decisions. Maintain a pipeline of investment opportunities that can meet the portfolio's defined needs. Lead primary research efforts to advance ideas through the investment process. Manage the process of collecting feedback from other members of the team and addressing their concerns. Drive the due diligence process forward by developing and adhering to project timelines, organizing materials, and systematically completing necessary research and other action items. Lead external meetings with existing and prospective investment managers. Develop quantitative and qualitative evaluation methods, including company-level fundamental research, financial modeling, valuation, and other quantitative analyses. Form an independent opinion about the attractiveness of each investment opportunity and effectively communicate that position both verbally and in written form. Support and defend investment views; engage in healthy debate and challenge asset allocation and investment manager decisions to help the team reach high-conviction decisions. Prepare investment recommendations for the IIC. Participate in and coordinate internal meetings and workflow processes. Negotiate investment terms and document investment decisions. Monitor the progress of portfolio companies, as well as existing strategies and fund managers. Research relevant strategies, sectors, geographies, and individual companies. Identify and monitor key risks, including investment manager behavior and emergent organizational dynamics. Develop and maintain strong relationships with fund managers to maximize information flow, deal flow, and Caltech's internal influence as a value-added investor. Provide strategic feedback to outside parties that increases Caltech's external influence in the investment community. Develop a personal network of peers, intermediaries, and other market participants to source new investments, perform investment diligence, and develop a deeper understanding of existing holdings. Build distinct but complementary areas of expertise and influence across multiple areas of the Investment Office, including but not limited to multiple disciplines, asset classes or industry sectors that are important to the success of the investment program. Portfolio Management & Asset Allocation (25%) Analyze and synthesize data relating to general investment concepts, as well as performance and risk exposures of individual managers, asset classes, and the overall portfolio. Offer insights into market opportunities and risks. Articulate key findings to the broader team. Create models of returns, liquidity, cash flows, and portfolio management scenarios as needed to recommend specific actions related to portfolio management, risk management, and asset allocation. Managing Processes & Relationships (20%) Lead the preparation of materials for staff meetings, IIC meetings, and meetings of the external Investment Committee of the Board of Trustees. Complete special research projects as required, including thematic research, risk management and portfolio reviews for the Investment Committee of the Board of Trustees. Suggest process improvements and new vendors to enhance the organizational effectiveness of the Investment Office. Provide leadership, guidance, and supervision to staff. Train, coach and mentor other team members to build new skills in them while reinforcing the culture and values of the team through timely performance feedback. Work collaboratively with other members of the Investment Office to advance shared goals. Develop and maintain senior relationships across the Caltech community to support synergies between the Investment Office, fund managers, and Caltech's functional areas. Contribute to brand-building for the Investment Office and Caltech more broadly by establishing externally recognized expertise in multiple areas of non-profit investment management. Basic Qualifications At least ten years of relevant work experience, likely gained in an endowment, foundation, family office, or direct investment management environment. Comfort with fundamental investment concepts, and the ability to assess both quantitative and qualitative inputs to long-term economic value creation. Demonstrated investment judgment and perspective on how to manage a dynamic investment portfolio. Critical thinking and healthy skepticism that distills large amounts of complex, often-conflicting information into strategic clarity. Interpersonal skills and the ability to work closely with a small team. Willingness to be challenged as part of a collegial inter-disciplinary search for superior investment knowledge and outcomes. Impeccable honesty, integrity, and an appreciation for high standards of conduct, work product, and ultimate outcomes. Some travel (around 25%). Ownership mentality, bringing a sense of personal responsibility for the sustained success of the Investment Office. Ability to act independently to achieve a high-quality product. Ability to handle multiple assignments, often with competing priorities and tight deadlines. Enthusiasm for Caltech's dual institutional missions of conducting groundbreaking scientific research and providing a rigorous education to promising STEM students. Preferred Qualifications Advanced university degree (Master's or equivalent) in business administration, finance, economics, or other relevant discipline. Direct investing experience in public or private equity, potentially including fundamental investing in public markets, private equity secondaries, private equity co-investments, or related skills. Required Documents Resume. Hiring Range Base salary of $258,700 - $293,600 per year plus bonus eligibility. The salary of the finalist(s) selected for this role will be set based on a variety of factors, including but not limited to, internal equity, experience, education, specialty and training. As one of the largest employers in Pasadena, CA, Caltech is committed to providing comprehensive benefits to eligible employees and their eligible dependents. Our benefits package includes competitive compensation, health, dental, and vision insurance, retirement savings plans, generous paid time off (vacation, holidays, sick time, parental leave, bereavement, etc.), tuition reimbursement, and more. Non-benefit eligible employees will have access to some benefits such as onsite counseling and sick time. Learn more about our benefits and staff perks. EEO Statement We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to age, race, color, religion, sex, sexual orientation, gender identity, or national origin, disability status, protected veteran status, or any other characteristic protected by law. Caltech is a VEVRAA Federal Contractor. To read more Equal Employment Opportunity (EEO) go to eeoc_self_print_poster.pdf . Disability Accommodations Caltech complies with the Fair Employment and Housing Act (FEHA) and the Americans with Disabilities Act (ADA). We consider reasonable accommodation measures that may be necessary for eligible applicants and employees to perform the essential functions of a position. If you would like to request an accommodation to complete this application, interview, or otherwise participate in the employee selection process, please contact Caltech Recruiting at Additionally, if you do not meet the basic qualifications of a role but believe you can perform the essential functions of the job with reasonable accommodation, please reach out to Caltech Recruiting at #J-18808-Ljbffr

1 day ago Be among the first 25 applicants Get AI-powered advice on this job and more exclusive features. Direct message the job poster from Macdonald & Company Macdonald & Co. is exclusively partnered with Missio Capital to appoint a Director of Investments in Austin, TX. Strong candidates in Dallas will be considered. Missio Capital – On Purpose. On Mission. At Missio Capital, we combine our local expertise with institutional infrastructure to deliver best-in-class returns for our partners. Our purpose is to serve others, from renters to capital partners, through strategic investments and best-in-class developments. It is our mission to build lasting value for our partners and communities we serve. Missio Capital is a real estate investment and development firm formed through a joint venture between Crowe Capital and Rausch Companies, with an initial capital commitment of $100mm. Built with decades of experience in real estate development, Misso delivers thoughtful, high performing multifamily and income-producing assets. THE OPPORTUNITY: Missio Capital is seeking a Director of Investments to lead and manage our real estate acquisitions and developments. This key leadership role will work alongside the managing partner on all aspects of the deal including sourcing, underwriting, and executing multifamily acquisition and development pursuits that align with our strategic objectives. The individual will play a crucial role in identifying opportunities, negotiating transactions, and managing relationships with brokers, owners, consultants, lenders and our institutional partners. Initial target markets include Austin, DFW, Nashville, and Fayetteville. RESPONSIBILITIES: Acquisition Responsibilities: Pursue off market opportunities with a focus on newer vintage multifamily communities to acquire or recapitalize with a preferred equity structure. Identify and evaluate potential investment opportunities through extensive market research and financial analysis. Eventually hiring an analyst to assist in this capacity. Prepare investment committee package and assist in presentation to members Negotiate purchase agreements, financing terms, and joint venture structures. Lead the underwriting process, including financial modeling, due diligence, and risk assessment. Manage deal execution from sourcing to closing, ensuring seamless coordination among internal and external stakeholders. Serve as primary point of contact on the day-to-day responsibilities of executing the lease up strategy including third party management oversight and maintaining property level budgets. Development Responsibilities: Pursue off market sites or covered land plays that will serve as development opportunities Identify and evaluate feasibility of each site, utilizing appropriate consultants and entitlement issues Lead the due diligence process and understand risk assessment throughout the process Evaluate, hire, and manage the external team for each development project Monitor development consultants from concept through construction administration, utilizing in house construction support Serve as primary point of contact on the day-to-day responsibilities of executing the strategy including architectural control, construction oversight, 3rd party property manager, and others. General Responsibilities: Establish and maintain strong relationships with brokers, property owners, lenders, and institutional investors. Monitor market trends, economic indicators, and competitive dynamics to inform investment decisions. QUALIFICATIONS: Bachelor's degree in finance, real estate, business, or a related field. Minimum of 7-10 years of experience in multifamily real estate acquisitions and development. Proven track record of successfully sourcing, underwriting, and closing real estate transactions. Strong financial modeling and analytical skills. In-depth understanding of real estate markets, capital structures, and deal negotiation. Excellent communication and relationship-building skills. Ability to work independently and as part of a collaborative team. Have an ownership mentality. Entrepreneurial passion to build a great company alongside great partners. Based in Austin, TX COMPENSATION & BENEFITS Competitive salary and bonus Promote/partnership interest Full health insurance including medical, dental, vision, disability and group life 401k with employer matching Seniority level Seniority level Director Employment type Employment type Full-time Job function Job function Finance Referrals increase your chances of interviewing at Macdonald & Company by 2x Sign in to set job alerts for “Investment Director” roles. Private Equity Principal/Managing Director Director of Financial Planning and Analysis Austin, Texas Metropolitan Area $80,000.00- 200,000.00 6 days ago Austin, Texas Metropolitan Area 3 days ago Senior Director, Financial Planning and Analysis (FP&A) Austin, TX 210,000.00- 280,000.00 5 days ago Director, FP&A, Reporting & Capital Modeling Director of Finance - City of Cedar Park, TX Director, Investment Solutions and Due Diligence Associate Director, Business Development - private equity Director for Financial Planning and Forecasting Associate Director, Global FP&A (Bangkok based, relocation provided) Austin, TX 185,000.00- 200,000.00 4 days ago GLO- Director V (Director of Fed Finance & Grant Management) Austin, TX 153,000.00- 227,000.00 1 week ago Austin, TX 188,000.00- 323,950.00 2 weeks ago Austin, TX 122,000.00- 152,500.00 4 weeks ago We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI. #J-18808-Ljbffr

Caltech is a world-renowned science and engineering institute that marshals some of the world's brightest minds and most innovative tools to address fundamental scientific questions. We thrive on finding and cultivating talented people who are passionate about what they do. Join us and be a part of the diverse Caltech community. Job Summary Reporting to the Chief Investment Officer, with exposure to the Investment Committee of the Board of Trustees, the Director of Investments (“Director”) is a key leadership role in the Investment Office, involved in all aspects of the investment process. The core objective of the Director is to support the Chief Investment Officer in the management of the overall investment program, including manager selection, portfolio strategy, and management of staff in the Investment Office. In addition to the roles and responsibilities of the Associate Director role, the Director also contributes to the development of portfolio-level strategy, and will implement investment strategies more independently. The Director is also expected to lead discussions with the Investment Committee on matters of strategy and participate in the feedback loop between stakeholders and the Investment Office. Finally, Directors are expected to serve on the Internal Investment Committee (“IIC”) of the Investment Office. Essential Job Duties Investment Research (55%) Advise the Chief Investment Officer on portfolio needs and propose well-defined investment strategies that can meet those needs. Strategy definition includes the development of return and risk expectations, benchmarking approaches, and the creation of comprehensive market maps highlighting key differences between market participants that drive manager selection decisions. Maintain a pipeline of investment opportunities that can meet the portfolio’s defined needs. Lead primary research efforts to advance ideas through the investment process. Manage the process of collecting feedback from other members of the team and addressing their concerns. Drive the due diligence process forward by developing and adhering to project timelines, organizing materials, and systematically completing necessary research and other action items. Lead external meetings with existing and prospective investment managers. Develop quantitative and qualitative evaluation methods, including company-level fundamental research, financial modeling, valuation, and other quantitative analyses. Form an independent opinion about the attractiveness of each investment opportunity and effectively communicate that position both verbally and in written form. Support and defend investment views; engage in healthy debate and challenge asset allocation and investment manager decisions to help the team reach high-conviction decisions. Prepare investment recommendations for the IIC. Participate in and coordinate internal meetings and workflow processes. Negotiate investment terms and document investment decisions. Monitor the progress of portfolio companies, as well as existing strategies and fund managers. Research relevant strategies, sectors, geographies, and individual companies. Identify and monitor key risks, including investment manager behavior and emergent organizational dynamics. Develop and maintain strong relationships with fund managers to maximize information flow, deal flow, and Caltech’s internal influence as a value-added investor. Provide strategic feedback to outside parties that increases Caltech’s external influence in the investment community. Develop a personal network of peers, intermediaries, and other market participants to source new investments, perform investment diligence, and develop a deeper understanding of existing holdings. Build distinct but complementary areas of expertise and influence across multiple areas of the Investment Office, including but not limited to multiple disciplines, asset classes or industry sectors that are important to the success of the investment program. Portfolio Management & Asset Allocation (25%) Analyze and synthesize data relating to general investment concepts, as well as performance and risk exposures of individual managers, asset classes, and the overall portfolio. Offer insights into market opportunities and risks. Articulate key findings to the broader team. Create models of returns, liquidity, cash flows, and portfolio management scenarios as needed to recommend specific actions related to portfolio management, risk management, and asset allocation. Managing Processes & Relationships (20%) Lead the preparation of materials for staff meetings, IIC meetings, and meetings of the external Investment Committee of the Board of Trustees. Complete special research projects as required, including thematic research, risk management and portfolio reviews for the Investment Committee of the Board of Trustees. Suggest process improvements and new vendors to enhance the organizational effectiveness of the Investment Office. Provide leadership, guidance, and supervision to staff. Train, coach and mentor other team members to build new skills in them while reinforcing the culture and values of the team through timely performance feedback. Work collaboratively with other members of the Investment Office to advance shared goals. Develop and maintain senior relationships across the Caltech community to support synergies between the Investment Office, fund managers, and Caltech’s functional areas. Contribute to brand-building for the Investment Office and Caltech more broadly by establishing externally recognized expertise in multiple areas of non-profit investment management. Basic Qualifications At least ten years of relevant work experience, likely gained in an endowment, foundation, family office, or direct investment management environment. Comfort with fundamental investment concepts, and the ability to assess both quantitative and qualitative inputs to long-term economic value creation. Demonstrated investment judgment and perspective on how to manage a dynamic investment portfolio. Critical thinking and healthy skepticism that distills large amounts of complex, often-conflicting information into strategic clarity. Interpersonal skills and the ability to work closely with a small team. Willingness to be challenged as part of a collegial inter-disciplinary search for superior investment knowledge and outcomes. Impeccable honesty, integrity, and an appreciation for high standards of conduct, work product, and ultimate outcomes. Some travel (around 25%). Ownership mentality, bringing a sense of personal responsibility for the sustained success of the Investment Office. Ability to act independently to achieve a high-quality product. Ability to handle multiple assignments, often with competing priorities and tight deadlines. Enthusiasm for Caltech’s dual institutional missions of conducting groundbreaking scientific research and providing a rigorous education to promising STEM students. Preferred Qualifications Advanced university degree (Master's or equivalent) in business administration, finance, economics, or other relevant discipline. Direct investing experience in public or private equity, potentially including fundamental investing in public markets, private equity secondaries, private equity co-investments, or related skills. Required Documents Resume. Hiring Range Base salary of $258,700 - $293,600 per year plus bonus eligibility. The salary of the finalist(s) selected for this role will be set based on a variety of factors, including but not limited to, internal equity, experience, education, specialty and training. As one of the largest employers in Pasadena, CA, Caltech is committed to providing comprehensive benefits to eligible employees and their eligible dependents. Our benefits package includes competitive compensation, health, dental, and vision insurance, retirement savings plans, generous paid time off (vacation, holidays, sick time, parental leave, bereavement, etc.), tuition reimbursement, and more. Non-benefit eligible employees will have access to some benefits such as onsite counseling and sick time. Learn more about our EEO Statement We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to age, race, color, religion, sex, sexual orientation, gender identity, or national origin, disability status, protected veteran status, or any other characteristic protected by law. Caltech is a VEVRAA Federal Contractor. To read more Equal Employment Opportunity (EEO) go to eeoc_self_print_poster.pdf. Disability Accommodations Caltech complies with the Fair Employment and Housing Act (FEHA) and the Americans with Disabilities Act (ADA). We consider reasonable accommodation measures that may be necessary for eligible applicants and employees to perform the essential functions of a position. If you would like to request an accommodation to complete this application, interview, or otherwise participate in the employee selection process, please contact Caltech Recruiting at Additionally, if you do not meet the basic qualifications of a role but believe you can perform the essential functions of the job with reasonable accommodation, please reach out to Caltech Recruiting at #J-18808-Ljbffr

• Monitoring and analyzing existing portfolio, including meetings with current managers, and performing analyses of returns, holdings and sectors through on-site visits and research
• Leading the manager research process and conducting due diligence on prospective investment partnerships by evaluating the strategy, analyzing the performance and preparing recommendations for the Investment Policy Committee
• Proactively identifying and maintaining a pipeline of prospective investments, public and private
• Assisting in the preparation of strategic analyses of asset classes, reviews of capital allocations to each asset class, and oversight of portfolio exposure management
• Researching broad investment and industry trends, and supporting the Chief Investment Officer in various projects as required
• Supporting the office with modeling and analysis of benchmarks, portfolio performance, risk and liquidity
• Preparing and maintaining investment due diligence, research, and subscription documentation and assisting in coordinating transaction activity.
• Ability to travel domestically and internationally as required
• Performs other duties as assigned

• Bachelor's degree required.
• A minimum of 7 years of related work experience.

• MBA preferred.
• CFA® charterholder, or progress towards earning the designation highly preferred.
• Unquestionable ethics and integrity

• CFA® charterholder, or progress towards earning the designation

Tokio Marine North America Services (TMNAS) provides professional support services to Tokio Marine Group companies in the United States, including Tokio Marine America, First Insurance Company of Hawaii, and Philadelphia Insurance Companies. Customer service is our focus and our passion! Tokio Marine North America Services adds value in all that we do, providing the best professional service to our business partners, allowing them to achieve their goals. Our talented team delivers actuarial, audit, corporate communications, financial and investment, human capital services, information technology, legal, and payroll expertise to our customers.

Support Investment Accounting team with day-to-day GAAP, STAT and Management financial reporting functions for the investment portfolios of the TMNA Group Companies. Assists with the implementation of and subsequent normal activities of International Financial Reporting Standards (IFRS), accounting for investments under IFRS #9. Coordinates with the General Accounting and Financial Reporting teams at TMNAS on the results of the various investment portfolios on a monthly basis.

Essential Job Functions:

-Support the investment accounting process of TMNAS, specifically as it relates to IFRS, GAAP, STAT and Management reporting and works closely with internal/external auditors and other financial professionals.

-Assists with the final stages of adoption of IFRS #9 Financial Instruments for the TMNA Group Companies. Includes the monthly, quarterly, and annual monitoring of results under IFRS. Monitoring activities include building journal entries, management reports, and financial statement disclosures.

-Coordinate and work closely with the Investment Managers, NEAM and Delphi Capital Management on performance, management reporting, forecasting and financial disclosures under IFRS.

-Prepare monthly, quarterly, and annual investment account reconciliations and Statutory reporting schedules.

-Support the Investment Accounting team at our third-party accounting administrator - NEAM.

-Assist the Investment Accounting team produce accurate and timely financial reports, for internal and external use, in accordance with GAAP, STAT and IFRS financial accounting standards and in compliance with Japanese Sarbanes-Oxley (J-SOX).

-Prepares or assists the accounting manager with preparation of reports which summarize and forecast business activity and financial position in areas of income, expenses, and earning based on past, present and expected performance of the investment portfolios.

Qualifications:

Bachelor's degree in finance or accounting preferred. 2+ years' relevant accounting/finance experience. Certified Public Accountant (CPA) preferred. Knowledge of processes, methods, and tools for creating and maintaining accurate and thorough financial records. Knowledge of investment accounting concepts and financial reporting requirements. Knowledge of investment policies, practices, and concepts including complex financial instruments, such as derivatives, Interest Only strips, foreign denominated securities, securitized assets, etc. Working knowledge of Microsoft Office, and strong knowledge in Microsoft Excel preferred. Strong writing and communication skills. Strong customer service orientation toward Business Units requiring financial consultation (responsive, consultative, collaborative, and accurate).

EEO Statement:

Tokio Marine Group of Companies (including, but not limited to the Philadelphia Insurance Companies, Tokio Marine America, Inc., TMNA Services, LLC, TM Claims Service, Inc. and First Insurance Company of Hawaii, Ltd.) is an Equal Opportunity Employer. In order to remain competitive we must attract, develop, motivate, and retain the most qualified employees regardless of age, color, race, religion, gender, disability, national or ethnic origin, family circumstances, life experiences, marital status, military status, sexual orientation and/or any other status protected by law.

About Northern Trust: Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889. Northern Trust is proud to provide innovative financial services and guidance to the world’s most successful individuals, families, and institutions by remaining true to our enduring principles of service, expertise, and integrity. With more than 130 years of financial experience and over 22,000 partners, we serve the world’s most sophisticated clients using leading technology and exceptional service. Major Duties: Act as the primary Alternative Asset Services contact for client relationship managers at Northern Trust for all client related inquiries regarding alternative investments. Monitor, resolve, and respond to inquiries from internal and external parties; including pulling and interpreting data, and preparing analysis with a view to ensuring client valuation expectations are met. Manage their assigned daily tasks to ensure day to day deliverables are met but are expected to work effectively in a team environment. Consistently review and assess processes to identify process improvements for increased team efficiency. Actively participate in department projects and initiatives Expected to use some initiative but refer more complex problems to supervisors/experts Knowledge: Good oral and written communication skills are required Working knowledge of MS Office is required Analytical and problem solving skills are required Knowledge of Capital Markets with exposure to Hedge Funds/Private Equity/Comingles Funds/ValuationReporting/ReconciliationPrinciples, and finance or accounting preferred Work schedule will be congruent to our Chicago office hours (start time will be 6:30am/7:30am depending on Daylight Savings) Experience: A college degree required with an emphasis in Finance & Accounting preferred. Salary Range : $43,200 - 64,800 USD Salary range is a good faith estimate of base pay. Northern Trust provides a comprehensive benefits package including retirement benefits (401k and pension), health and welfare benefits (medical, dental, vision, spending accounts and disability), paid time off, parental and caregiver leave, life & accident insurance, and other voluntary and well-being benefits. Northern Trust also provides a discretionary bonus program that may include an equity component. Working with Us: As a Northern Trust partner, greater achievements await. You will be part of a flexible and collaborative work culture in an organization where financial strength and stability is an asset that emboldens us to explore new ideas. Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to assisting the communities we serve! Join a workplace with a greater purpose. We’d love to learn more about how your interests and experience could be a fit with one of the world’s most admired and sustainable companies! Build your career with us and applytoday. Reasonable accommodation Northern Trust is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center We hope you’re excited about the role and the opportunity to work with us. We value an inclusive workplace and understand flexibility means different things to different people. Apply today and talk to us about your flexible working requirements and together we can achieve greater. For further information, and to apply, please visit our website via the “Apply” button below. #J-18808-Ljbffr

Job Description

The Analyst/Associate will play a key role in making and managing direct infrastructure investments on a principal basis. The individual will work with and assist the wider team in evaluating infrastructure investment opportunities, with a focus on North America, but also global opportunities, conducting research, developing recommendations, participating in the execution of investments and monitoring, and managing investments.

Team Description

CPP Investments’ Infrastructure division directly invests in large-scale assets that provide defensive long-term returns, substantial inflation protection and possess minimal substitution risks. The division typically targets investments in regulated utilities, transportation, telecommunication, datacenters and energy sectors with an equity investment size from $500 million up to several billion dollars. The division completed its first active investment in 2006, currently possesses more than 30 direct investments valued at approximately $0 billion and employs over 50 professionals across 6 global offices.

Accountabilities:

** Analyze Investment Opportunities: **

• Research, analyze and evaluate a variety of infrastructure investment opportunities
• Build complex dynamic financial models to analyze investment opportunities (including testing assumptions and sensitivities)
• Perform due diligence on opportunities including past and projected financial performance, quality of management teams, investment merits and risks, expected returns, regulatory environment, industry dynamics and other relevant factors
• Review 3rd party due diligence reports (legal, accounting, industry strategic reviews, environmental, etc.)
• Perform valuation analysis, including DCF, precedent transactions and comparable company analysis
• Meet with company management and review past performance, strategy, outlook, regulatory and industry issues, and other relevant topics as required
• Attend and participate in Infrastructure investment recommendation meetings
• Assist in presenting investment recommendations to investment committees

** Execute Infrastructure Investments: **

• Assist with the overall execution of infrastructure investments
• Liaise with investment partners (other investors) and advisors (financial, legal, etc.)

** Monitor Infrastructure Investments: **

• Monitor ongoing financial and operational performance of infrastructure investments
• Identify and help implement performance improvement initiatives at portfolio companies
• Assist in performing valuation reviews for Infrastructure Investments
• Assist in building and leveraging relationships with portfolio company management teams

** Build the Team: **

• Participate in and contribute to weekly departmental meetings
• Share knowledge by coordinating and entering information into knowledge management databases
• Other relevant duties and projects assigned

Qualifications:
Qualifications

• Commensurate experience in investment banking or private equity with an emphasis infrastructure is desirable
• A minimum of an undergraduate degree and a track record of academic achievement
• Strong research, financial modelling, analytical and valuation skills
• Professionalism and integrity
• Strong interpersonal skills and business relationship skills
• Ability to communicate effectively, both orally and in writing
• Flexibility, adaptability and initiative
• Good judgement
• Ability to meet deadlines and work well under pressure
• Team player who enjoys a high-performance culture
• Willingness to travel

Additional Information

The salary range for this position is:

USD 125,000 - 145,000 for the Analyst position;

USD 150,000 - 180,000 for the Associate position.

US state/city legislation requires CPP investments to include a reasonable estimate of the compensation range for this role. The base salary range shown here is a reasonable expectation for the posted role and is part of a competitive total rewards package which includes comprehensive benefits, a performance-based incentive plan, a 401 (k) plan and paid time off. Actual salaries may vary and may be above or below the range based on various factors, including, but not limited to, experience and expertise.

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At CPP Investments, we are committed to diversity and equitable access to employment opportunities based on ability.

We thank all applicants for their interest but will only contact candidates selected to advance in the hiring process.

Our Commitment to Inclusion and Diversity:

In addition to being dedicated to building a workforce that reflects diverse talent, we are committed to fostering an inclusive and accessible experience. If you require an accommodation for any part of the recruitment process (including alternate formats of materials, accessible meeting rooms, etc.), please let us know and we will work with you to meet your needs.

Disclaimer:

CPP Investments does not accept resumes from employment placement agencies, head-hunters or recruitment suppliers that are not in a formal contractual arrangement with us. Our recruitment supplier arrangements are restricted to specific hiring needs and do not include this or other web-site job postings. Any resume or other information received from a supplier not approved by CPP Investments to provide resumes to this posting or web-site will be considered unsolicited and will not be considered. CPP Investments will not pay any referral, placement or other fee for the supply of such unsolicited resumes or information.