1,628 Investor jobs in the United States

Investor Reporting

16148 Hermitage, Pennsylvania Robert Half

Posted 16 days ago

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Job Description

Description We are looking for a detail-oriented Accounting Analyst to join our team in Hermitage, Pennsylvania, on a Contract-to-continuing basis. This position involves key responsibilities in investor reporting within the Mortgage department, focusing on general ledger reconciliation, payment processing, and departmental reporting. If you have a strong background in accounting and proficiency in Excel, this role offers an excellent opportunity to contribute to a dynamic financial services organization.
Responsibilities:
- Reconcile and balance general ledgers to ensure accuracy and adherence to financial reporting standards.
- Prepare and deliver timely payment reports to investors, maintaining compliance with established procedures and deadlines.
- Compile, analyze, and present internal departmental reports, ensuring data integrity and consistency.
- Manage accounts payable and accounts receivable processes to support financial operations.
- Perform account reconciliation tasks to maintain accurate financial records.
- Handle billing functions efficiently, ensuring timely invoicing and resolution of discrepancies.
- Collaborate with team members to address reporting issues and improve workflow processes. Requirements - Strong knowledge of accounting principles and practices, with prior experience in financial reporting preferred.
- Advanced proficiency in Microsoft Excel, including formulas, pivot tables, and data analysis tools.
- Demonstrated expertise in accounts payable and accounts receivable processes.
- Ability to perform account reconciliation with attention to detail and accuracy.
- Familiarity with billing functions and resolving invoicing discrepancies.
- Strong analytical and organizational skills to manage multiple tasks effectively.
- Excellent communication and collaboration abilities to work within a team environment.
Robert Half is the world's first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.
Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app ( and get 1-tap apply, notifications of AI-matched jobs, and much more.
All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.
© 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking "Apply Now," you're agreeing to Robert Half's Terms of Use ( .
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Head of Fraud Risk & Investor Protection, Personal Investor

19355 Malvern, Pennsylvania Vanguard Group

Posted 15 days ago

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Job Description

The Head of Fraud Risk & Investor Protection is a pivotal senior leadership role within Vanguard's Personal Investor Division. The leader in this role will be responsible for developing, operationalizing, and scaling comprehensive fraud, privacy, and investor protection frameworks in close partnership with Enterprise Fraud.

This is a unique opportunity to build a fraud risk function that reinforces Vanguard's mission to protect investors and uphold the highest standards of integrity. You'll lead innovative, enterprise-aligned strategies to proactively mitigate fraud, privacy, and vulnerable investor risks-ensuring alignment with our business risk appetite and long-term client confidence.

Responsibilities:

  • Coach, guide, develop and inspire a team of highly engaged crew (employees), fostering a culture of collaboration, innovation, high performance, and continuous improvement. Provide guidance and training as necessary to develop crew. Set performance standards, review performance, and make informed compensation decisions in accordance with all applicable Human Resources policies and procedures.
  • Lead the fraud, VIP, and privacy operating model across Personal Investor to ensure roles and responsibilities across are clear, with sufficient resources, expertise, and accountability. Strengthens first-line capability and accountability in fraud risk management.
  • Evaluate, propose, and prioritize opportunities for fraud, privacy, and vulnerable investor risk management across operations and technology, in partnership with product owners, Enterprise Fraud, Risk, and enterprise partners. Act as embedded fraud risk specialist in support of critical client journeys/experiences.
  • Develop and oversee execution of fraud, vulnerable investor, and client privacy strategies and practices. Provide regular oversight of existing fraud business policies to ensure alignment with/awareness of industry best practices. Ensure fraud risks are identified and managed at source in accordance with Vanguard's Enterprise Security & Fraud (ES&F) standards.
  • Proactively identify, assess, and monitor fraud, privacy, and vulnerable investor risks across Personal Investor products, channels, and client segments via robust control frameworks. Identifies risks and mitigants to Enterprise Fraud.
  • Implement and refine fraud, privacy, and vulnerable investor business controls with clarity on ownership, service levels, and testing across stakeholders. Serve as the lead on the development of business control solutions that align with business risk appetite.
  • Serve as the primary point of contact for Personal Investor on fraud rapid response. Ensure fraud, privacy, and vulnerable client incidents are thoroughly and timely investigated with appropriate mitigation and remediation actions applied to existing prevention practices.
  • Coordinate with leaders within client-facing teams to raise awareness of appropriate fraud escalations regarding fraud and reduce escalations more appropriately handled by client-facing teams. Facilitate training and awareness programs to strengthen fraud risk understanding across the business.
  • Partner with Enterprise Fraud and other corporate functions to respond to requests from regulators and the business.
  • Participate in conferences, seminars, and ad hoc meetings with industry peers and experts to remain informed on the most recent fraud, privacy, and vulnerable investor trends as well as best in class associated operations technology, people, and processes.
  • Develop and maintain deep subject matter expertise of the regulatory frameworks that apply to fraud, privacy and vulnerable investor response and recovery.
Qualifications
We're seeking a seasoned fraud risk leader-ideally from financial services-who's ready to build, scale, and lead with purpose. The ideal candidate will bring:
  • Minimum of ten years related work experience. Supervisory experience preferred.
  • Undergraduate degree or equivalent combination of training and experience. Graduate degree preferred.
  • Proven success in building or enhancing fraud, privacy, or client protection risk and/or controls function.
  • Deep knowledge of fraud typologies, detection and prevention strategies, and control frameworks.
  • Familiarity with client privacy regulations and protocols for identifying and protecting vulnerable investors.
  • Strong relationship management skills, including experience partnering across the business (e.g. risk, legal, operations, and technology) to execute risk strategies.
  • Analytical mindset and comfort navigating ambiguity in a build environment.
  • FINRA SIE, Series 7, 63 and 24 are required (or the ability to obtain them within a specified period).

Special Factors

Sponsorship
Vanguard is not offering visa sponsorship for this position.

About Vanguard

At Vanguard, we don't just have a mission-we're on a mission.

To work for the long-term financial wellbeing of our clients. To lead through product and services that transform our clients' lives. To learn and develop our skills as individuals and as a team. From Malvern to Melbourne, our mission drives us forward and inspires us to be our best.

How We Work

Vanguard has implemented a hybrid working model for the majority of our crew members, designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection. We believe our mission-driven and highly collaborative culture is a critical enabler to support long-term client outcomes and enrich the employee experience.
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Blockchain Venture Investor

10261 New York, New York P2P

Posted 2 days ago

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Job Description

About CoinFund

At CoinFund, our mission is to Champion the Leaders of the New Internet , powered by foresight as active investors to achieve extraordinary outcomes. Since 2015, weve partnered with the most promising creators behind blockchain, web3, and decentralization technologies that are shaping the future of the internet itself. Through our seed, venture and liquid strategies, we are a cryptonative firm that invests in emergent technologies before theyre trends. Today, CoinFund has a portfolio of over 120 companies, protocols, and projects across the blockchain space and we are just getting started.

We are as diligent and thoughtful with our hiring process as we are with our investment practice. We look for candidates who are invested in the long-game of crypto and cant imagine a better industry in which to spend the next several years of their career. Additionally, we align with individuals who are mission-driven those who abandon ego and act in service of our investors, our portfolio company founders, and, ultimately, the crypto end-user. Finally, we optimize for those with a healthy risk appetite. We are excited by talent who can thrive in ambiguity and embrace both the vicissitudes and the promises of this breakthrough industry.

Learn more about our approach, our team and the incredible portfolio companies we believe in.

The Role: Blockchain Venture Investor

CoinFund is seeking a passionate, blockchain-obsessed venture investor to join our team. We seek ultra-talented, highly visible individuals comfortable with non-consensus thinking who will further enhance CoinFunds strong investing reputation, engage communities, present on social media, and pride themselves on their motivation to succeed. In this role, the investor will identify and present to CoinFunds investment committee the most important Series A through D opportunities in the space. The perks of working at CoinFund include our flexible mandate of investing across numerous verticals and stages, and the camaraderie of working alongside experienced, passionate blockchain professionals focused on providing dedicated mentorship, respectful feedback, career advancement, and competitive compensation in a highly diverse and multidisciplinary environment.

Responsibilities

  • Survey entire crypto and blockchain technology ecosystem and pursue the highest-quality investment opportunities
  • Achieve round-leading investments in the most important crypto companies across Series A through D stages
  • Build an active portfolio of extraordinary investments
  • Expand CoinFunds (and your) reputation as one of the highest-quality investors in crypto
  • Work closely with CEOs and management teams to provide differentiating insight and deliver resources in order to build out market-leading companies
  • Serve on boards of portfolio companies

Requirements

  • Excellent communicator, crypto thought leader, prolific social media presence
  • Demonstrated track record of leading successful venture investments
  • Demonstrated history of winning competitive investment processes
  • Understanding of the concepts of blockchain technology, blockchains, cryptocurrency, NFTs, DeFi, decentralized networks, wallets, and other related concepts; a Computer Science background, or technical understanding of the space, is a plus
  • Strong relationships with CEOs and company leaders who can attest to the candidates ability to add value and increase likelihood of company successes
  • Ability to think independently with courage and conviction to recommend and pursue non-consensus investments
  • Comfort with venture risk
  • Extremely determined to succeed, prefer to play offense, like to win
  • Deep personal excitement and commitment to the cryptocurrency industry as demonstrated by personal investing experience or similar activity

How to Apply

Please reach out to with a resume and self-introduction; feel free to include any additional information that will help us learn more about you and your candidacy!

Why Work at CoinFund?

We are confident that a career at CoinFund is a successful investment in your career and your development.

The many perks of joining our team include:

  • Competitive salary
  • Investment in our hedgefund and portfolio companies
  • Flexible vacation policy
  • Generous Parental leave
  • Comprehensive, top-tier health plans
  • Offices in NYC and Miami (should you wish to work in person!) with snacks
  • Direct line of access to Managing Partners and senior leadership
  • A flat organizational structure, flexible mandate of investing across asset classes and stages,and the camaraderie of working alongside committed professionals focused on providing dedicated mentorship, respectful feedback, and career advancement

Equal Opportunity is the law, and at CoinFund, we are ardently committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity, or Veteran status. If you have a specific need that requires accommodation, please let us know.

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Investor Relations Analyst

20849 Rockville, Maryland Lafayette Federal Credit Union

Posted 11 days ago

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Job Description

NOTICE: JOB APPLICANTS LIMITED TO DC, MD, OR VA RESIDENTS. POSITION IS HYBRID. Please note that we are exclusively considering applicants residing in the District of Columbia, Maryland, or Virginia for all open positions.

Join Lafayette Federal Credit Union, a proud recipient of USA Today's Top Workplaces of 2025 award!

As we continue to grow, we are on the lookout for exceptional talent to join our dynamic team. At Lafayette Federal Credit Union, we pride ourselves on our commitment to excellence and our reputation as an employer of choice. We believe that the dedication and skills of our team members are crucial to achieving our mission of becoming the premier financial partner for our community.

Your potential contributions are invaluable, and we are excited to welcome new team members who share our passion for innovation and high performance.

About us:

Our Difference: What makes Lafayette Federal cutting-edge ? Lafayette Federal Credit Union is not only a great place to bank, but also a great place to work! In addition to our Top Workplaces recognition by USA Today, we've also earned numerous accolades including:
  • Newsweek's America's Best Banks list
  • A 5-star rating from Bauer Financial
  • Recognition by S&P Global's Top Performing Credit Unions
Our Culture: Lafayette Federal is about inclusion, diversity, high performance, and new opportunities. Teamwork and our sense of community also make Lafayette Federal a great place to work. Each person is valued for his or her unique set of skills. We share a common devotion to the people we serve, participating in charity events throughout each year and giving back to the community.

Our Opportunities: Professional development, training, and certification is a priority for our employees. We want you to reach your career goals and provide support that leads to opportunities of advancement within the industry.

Lafayette Federal may have the perfect opportunity for you! We are currently seeking a Investor Relations Analyst to join our dynamic team!

About the role:

We are currently seeking an Investor Relations Analyst to join our team. As an Investor Relations Analyst, you will play a vital role in nurturing relationships with investors, shareholders, and financial stakeholders. Your responsibilities will include delivering timely and accurate information, conducting thorough financial analysis, and assisting in crafting effective investor communication strategies.

Requirements

A day in the life of an Investor Relations Analyst will include:
  • Collaborating with the Investor Relations team to develop and implement strategic communication plans tailored to lending industry investors.
  • Assisting in the preparation of investor presentations, financial reports, and communication materials related to lending operations.
  • Conducting comprehensive financial analysis and research to support investor relations activities, including benchmarking and peer comparisons.
  • Monitoring lending industry trends, market dynamics, and investor sentiment to identify opportunities and risks.
  • Coordinating investor meetings, conferences, and events focused on the lending sector.
  • Serving as a primary point of contact for investor inquiries, maintaining strong relationships and providing exceptional customer service.
  • Supporting regulatory compliance efforts, including the preparation of SEC filings and other required disclosures.
  • Providing administrative support to the lending department, including managing schedules, organizing meetings, and maintaining records.
  • Accurately entering and updating loan-related information in the company's systems and databases.
  • Maintaining organized filing systems for loan documents and other relevant paperwork.
Experience:
  • One year to three years of similar or related experience.
Education:
  • (1) A bachelor's degree, or (2) achievement of formal certifications recognized in the industry as equivalent to a bachelor's degree (e.g., information technology certifications in lieu of a degree).
Top benefits or perks:

Joining Lafayette Federal comes with perks to support you in your personal and professional journey. We provide employees with a generous benefits package including:
  • Employer paid (99.9%) health insurance premium for single and family coverage (HMO Plan)
  • Fully funded deductible (HMO Plan)
  • 401k employer matching contribution
  • Income protection with life insurance, short and long-term disability
  • Paid time off, birthday & holiday leave
  • Educational assistance
  • Commuter benefits program and more !

Pay: $58,740 - $5,000 annually depending on experience and qualifications .

The job posting highlights the most critical responsibilities and requirements of the job. It is not all-inclusive. There may be additional duties, responsibilities, and qualifications for this job.

*Lafayette Federal Credit Union is an Equal Opportunity and E-Verify Employer

*EOE/AA/DISABILITY/VETERAN

Salary Description

58,740 - 65,000
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Investor, SF Launch

94199 San Francisco, California Entrepreneurs First

Posted 11 days ago

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Job Description

Join to apply for the Investor, SF Launch role at Entrepreneurs First

Join to apply for the Investor, SF Launch role at Entrepreneurs First

This range is provided by Entrepreneurs First. Your actual pay will be based on your skills and experience talk with your recruiter to learn more.

Base pay range

$135,000.00/yr - $55,000.00/yr

Application Deadline: 21 July 2025

Compensation: 135,000 - 155,000 / year

We are looking for an investor to join our investment team in San Francisco.

Entrepreneurs First (EF) turns exceptional individuals into funded founders. We back the best technical founders from across the globe pre-cofounder, pre-team and pre-idea and give them a bridge to Silicon Valley. Once they arrive in Silicon Valley, your job begins. You will deliver a 3 month program (Launch) that accelerates company building and prepares founders to raise their seed. Since opening our SF office in early 2024, EF-backed founders have raised from the very best seed and multi-stage funds at top quartile seed valuations.

This is a great opportunity to break into investing with an uncapped potential for growth. Work with founders building sector-defining companies, and join to build a long-term career in VC.

Who you are

  • Founder, Product or VC experience: Minimum of 3+ years as a founder, early stage employee or an investor, with a strong understanding of the startup and fundraising landscape.
  • Master Connector: You excel at building relationships, expanding your network, and making meaningful introductions that create value.
  • Team player: Exceptional verbal and written skills to engage and influence diverse stakeholders.
  • Strategic & Tactical Balance: You balance long-term vision with hands-on execution, seamlessly transitioning between strategy and action.
  • You take ownership of your work and growth: You thrive in a high-trust, low-touch environment, taking full ownership of your work and proactively solving challenges with well-thought-out solutions.

Youll thrive in this role if.

  • You excel in a fast-paced, ever-evolving environment that requires a proactive mindset. You are comfortable shaping your own role and EF offering in order to best serve our founders.
  • You are ready to go from day 1. Succeeding in this role will involve diving headfirst and being hungry for responsibility to make an impact fast.
  • You value working closely with founders. This involves spending most of your time at our SF office and at occasional evening or weekend events.

The role

This is a unique opportunity to join our San Francisco office and support the worlds most exceptional Founders as they prepare to launch their companies to pitch to top-tier investors.

Partnering with our existing team, you will deliver our Launch program, equipping our portfolio companies with the tools, insights, and connections needed to successfully fundraise in the Bay Area. The program culminates in Demo Day, where Founders present their companies to an exclusive audience of VC and angel investors.

This is a high-impact, strategic role offering autonomy, ownership, and the opportunity to shape the success of some of the worlds most promising early-stage companies. We are a global company and as part of your role you will be expected to occasionally travel to Europe and India.

Supporting Founders

  • Go above and beyond in helping founders land their first customers, finetune their value proposition and understand the US landscape.
  • Facilitate high-value introductions to top VCs and angel investors, helping Founders expand their networks and secure funding.
  • Provide in-depth guidance on the fundraising process, covering investment terms, documentation, and best practices for leading investor discussions.

Managing the Launch Program

  • Serve as the primary point of contact for Founders relocating to San Francisco for Launch
  • Immerse Founders in the Bay Area investor ecosystem and equip them with essential fundraising knowledge.
  • Design and execute a structured schedule of events, workshops, and speaker sessions to immerse Founders in the Bay Area investor ecosystem and equip them with essential fundraising knowledge.

Establish an EF Community in SF

  • Cultivate a thriving EF Alumni network in SF, creating a support system for incoming Founders and strengthening investor relationships.
  • Organize community events, meetups, and networking opportunities to connect Alumni across cohorts.
  • Act as a bridge between new Founders and the existing EF network, ensuring a seamless integration into the SF ecosystem.
  • Ownership: The chance to shape and grow this role, progressing fast based on your ambition rather than length of tenure.
  • Vibrant Workspace: A buzzing SF office filled with ambitious minds solving world-changing problems.
  • Attractive salary with performance-based incentives.
  • The opportunity to participate in our EF Equity Scheme.
  • Generous vacation allowance, including a two-week global office closure over the end of year holidays.
  • A Learning & Development allowance to purchase any product or service that will contribute to your personal or professional development.
  • Enhanced parental leave, plus broader leave policies. We care about our team and enabling the right balance between home and working life.
Seniority level
  • Seniority level Mid-Senior level
Employment type
  • Employment type Full-time
Job function
  • Job function Strategy/Planning and Management
  • Industries Venture Capital and Private Equity Principals

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Senior Investor, LocalONE

91423 Willow Creek, California Horizon Media

Posted 14 days ago

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Job Description

Job Description

Horizon Media, founded in 1989 by Bill Koenigsberg, is recognized as one of the most innovative marketing and advertising firms. We are headquartered in New York City, with offices in Los Angeles and Toronto. A leader in driving business solutions for marketers, Horizon is known for its highly personal approach to client service. Renowned for its incredible culture, Horizon is consistently named to all the prestigious annual Best Places to Work lists published by Fortune, AdAge, Crain's New York Business and Los Angeles Business Journal. Together we are building a place of belonging. At Horizon, we understand the value that different perspectives can bring to our clients and culture, so we strive for an environment where our employees feel welcomed, safe and empowered. We value YOU and believe that your authentic voice and unique perspective allows us to create a more rewarding culture, and experience, together.

Our simple recipe for success? We hire talented people (thinkers, doers, dreamers, makers), challenge them and give them every opportunity to grow.

What You'll Do
  • 60% - Negotiation
  • 10%- Networking
  • 15% - Training & development
  • 15% Guide/Mentoring

Executing quality media campaign through the negotiation & allocation of media schedules that meet and/or exceed the client's marketing & promotional objectives.

  • Responsible for delivering cost effective quality schedules in assigned local markets or accounts
    • Accountable for the stewardship & maintenance of all buys
  • Negotiate, maintain & monitor best pricing in assigned markets and accounts
  • Provide accurate cost projections based on current marketplace conditions & historical data in assigned markets/accounts
  • Full understanding of market landscape and trends, marketplace intel & competitive
  • Full understanding of buying guidelines; client's goals & objectives
    • Adhere to buying guidelines & provide strong rationale for any deviations
  • Full understanding of barter/trade with the ability to negotiate & secure trade on applicable accounts
  • Implement work-related goals established by Managers on behalf of clients
  • Secure, maintain & track added value activity associated with buy placements
  • Capable of evaluating, negotiating & positioning multi-platform proposals & providing a strong POV
  • Establish & maintain business relationships with vendor partners
  • Ensure all buys are pre-posted & rerated & secure bonus/compensatory weight if necessary
    • Post on a quarterly basis & provide rationale for an under-delivery & secure compensatory weight for any shortfalls
  • Ensure Assistants are reconciling invoices according to billing timeline
  • Train & mentor assistants
Who You Are
  • Negotiation skills
  • Strong math skills
  • Detail oriented, strong organizational skills, ability to multi-task & prioritize workload responsibilities
  • Effective communication skills, anticipate next steps & can recognize problems & identify solutions
  • Willingness to learn, grow & mentor
  • Ability to interact with other departments
  • Strong interpersonal skills
  • Team player with a positive attitude
  • A supporter of and advocate for diversity, equity and inclusion
Preferred Skills & Experience
  • 4-year college degree
  • Microsoft Word, Excel & PowerPoint; Strata View & SBMS
Certificates, Licenses and Registrations

No requirements for certificates, licenses, and registrations.

Physical Activity and Work Environment

There are no requirements for physical activity in this work environment.

The statements herein are intended to describe the general nature and level of work being performed by employees and are not to be construed as an exhaustive list of responsibilities, duties and skills required of personnel so classified. Furthermore, they do not establish a contract for employment and are subject to change at the discretion of the employer.

Horizon Media is proud to be an equal opportunity workplace. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity or Veteran status. We also consider qualified applicants regardless of criminal histories, consistent with legal requirements.

Salary Range

$85,000.00 - $100,000.00

A successful applicant's actual base salary may vary based on factors such as individual's skill sets, experience, training, education, licensure/certifications, and qualifications for the role. As an organization, we take an aptitude and competency-based hiring approach. We provide a competitive total rewards package including a discretionary bonus and a variety of benefits including health insurance coverage, life and disability insurance, retirement savings plans, company paid holidays and unlimited paid time off (PTO), mental health and wellness resources, pet insurance, childcare resources, identity theft insurance, fertility assistance programs, and fitness reimbursement.

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Analyst, Investor Services

90079 Los Angeles, California Ares Management

Posted 14 days ago

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Job Description

Analyst, Global Client Solutions

Over the last 20 years, Ares' success has been driven by our people and our culture. Today, our team is guided by our core values Collaborative, Responsible, Entrepreneurial, Self-Aware, Trustworthy and our purpose to be a catalyst for shared prosperity and a better future. Through our recruitment, career development and employee-focused programming, we are committed to fostering a welcoming and inclusive work environment where high-performance talent of diverse backgrounds, experiences, and perspectives can build careers within this exciting and growing industry.

Ares Management is looking to hire an Analyst for the Global Client Solutions ("GCS") team in Los Angeles. Investor Services is expanding its team to support the firm's strategic objectives related to fundraising and client service. Investor Services acts as a centralized point of contact for external clients, internal teams and service providers on investor data, onboarding, inquiry management and data rooms across all business lines at Ares (credit, private equity, real assets, infrastructure, secondaries and strategic initiatives). This is a unique opportunity to join a growing team that is defining new processes, building technologies and launching enterprise-wide functions.

The individual will be responsible for data room contact and document maintenance, capturing and maintaining investor data, supporting investor onboarding efforts, coordinating with external and internal teams, general team administrative items and projects. As this is a new team, the role will require a dynamic, adaptive, and proactive professional who can help identify enhancements to new and existing processes.

Reporting Relationships:

  • Reports to: Principal, Head of Investor Services; Vice President, Investor Services North America Team Lead

Primary Functions and Essential Responsibilities:

  • Work closely with Relationship Management and Product Management teams, globally, to streamline and centralize processes across different groups including Finance, Accounting, Legal, Tax, Compliance and Technology
  • Capture investor data during the onboarding process and investor lifecycle maintenance
  • Respond and resolve investor-related inquiries and/or requests in a timely manner
  • Identify and escalate complex cases or queries to senior team leads
  • Reconcile data to Fund Administrators' and follow procedures to resolve any breaks
  • Manage investor data rooms including set up, document and contact maintenance
  • Support investor onboarding process, which includes review of all onboarding documents such as subscription agreement, AML/KYC, regulatory related and tax documents
  • Assist in developing, implementing, documenting and training on new workflows and procedures utilizing technology to create and improve processes and drive change
  • Build a strong network across the firm and with external vendors to facilitate strong collaboration and promote best practices across business operations groups including Technology, Finance, Accounting, Human Resources, Legal, Tax, Compliance, Fund Administrators and External Counsel

Qualifications:

  • Strong team player who enjoys collaboration, working cross-functionally and demonstrates willingness to assist with various tasks, as needed
  • Eagerness to learn and grow within the alternative investment industry
  • Critical thinker with ability to think creatively to troubleshoot and resolve issues
  • Comfortable and capable of managing multiple priorities from multiple sources, including internal and external requestors
  • Ability to prioritize and multi-task under pressure and across time zones to drive processes and results
  • High attention to detail and customer experience to provide a best-in-class client experience
  • Demonstrate a high level of integrity to protect sensitive client information
  • Outstanding presentation, communication, writing, and interpersonal skills
  • Strong Microsoft suite skills, especially Excel and PowerPoint skills, Visio is a plus

Education:

  • College graduate with outstanding academic record

Experience Required:

  • 1-3 years of professional experience in a fast-paced, self-driven role, preferably within investment/wealth management, business management/strategy, consulting, and/or financial services
  • Experience with Salesforce and/or Intralinks is a plus
  • Experience in customer service is a plus
  • Experience working with alternative asset classes is a plus
  • Spoken or written multilingual proficiency is a plus

Compensation:

$75,000 - $85,000 / annum

The firm also offers robust benefits offerings. Ares U.S. Core Benefits include Comprehensive Medical/Rx, Dental and Vision plans; 401(k) program with company match; Flexible Savings Accounts (FSA); Healthcare Savings Accounts (HSA) with company contribution; Basic and Voluntary Life Insurance; Long-Term Disability (LTD) and Short-Term Disability (STD) insurance; Employee Assistance Program (EAP), and Commuter Benefits plan for parking and transit.

Ares offers a number of additional benefits including access to a world-class medical advisory team, a mental health app that includes coaching, therapy and psychiatry, a mindfulness and wellbeing app, financial wellness benefit that includes access to a financial advisor, new parent leave, reproductive and adoption assistance, emergency backup care, matching gift program, education sponsorship program, and much more.

There is no set deadline to apply for this job opportunity. Applications will be accepted on an ongoing basis until the search is no longer active.

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Early Career Investor

10261 New York, New York Guest Services

Posted 16 days ago

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Job Description

Invesco is a leading global investment manager, entrusted with managing $1.4 trillion in assets for clients worldwide. They are the 6th largest US retail asset manager and the 13th largest investment manager globally. Their focus is on managing a diverse range of active, passive, and alternative investment capabilities, providing customized solutions aligned with client needs. Invesco prioritizes an inclusive culture and is committed to diversity in the workplace. They are a member of myGwork, the largest global platform for the LGBTQ+ business community.

Job Description: Early Career Investments Program (ECIP)

The Early Career Investments Program (ECIP) aims to attract and develop aspiring professionals to join Invescos Investments organization. Through a structured program, they recruit and train high-caliber talent to build the next generation of investors.

Program Overview:

This program serves as a pipeline to their full-time Early Career Investor Program and does not qualify for employer-sponsored immigration. Participants must be authorized to work permanently in the U.S. The program starts with a 10-week internship in June 2025, taking place between a students junior and senior year in college.

Internship: Interns are paired with an investment team, supporting their daily functions. Teams may include Fixed Income, Private Credit, Active Equities, or Multi Asset Strategies.
Full-Time Opportunity: Successful interns receive a full-time job offer from Invesco Investments, starting after graduation.
Post-Graduation: Graduates begin their career with an onboarding process followed by a 12-month rotation through fixed income, equities, and alternatives investment teams. After completing rotations, they transition into a permanent position with one of the investment teams.

Participants gain foundational knowledge of the investment landscape and learn to construct and explain investment judgments through exposure to market commentary, investment pitches, and internal strategic discussions.
They receive guidance from portfolio managers and analysts, benefiting from peer support within their cohort.
Interns gain hands-on experience in the investment process, contributing to research, analysis, portfolio monitoring, and potentially application development.

Program Requirements:

Authorized to work permanently in the U.S.
Creative problem solver and analytical thinker
Demonstrated interest in investments
Ability to gather and interpret market data
Proficient in Microsoft Office tools, especially Excel
Strong prioritization and deadline management skills in a fast-paced environment
Ability to work in one of Invescos offices
Prior internship in investment management is preferred
Major or coursework in Finance, Accounting, Data Science, Computer Science, Actuarial Science, Financial Engineering, Engineering, Liberal Arts, Mathematics, Statistics, Economics, or Business is a plus
Must be pursuing a bachelors degree and be a rising Junior graduating by summer of 2026
Minimum GPA of 3.2 on a 4.0 scale

Long-term investment in your career with a strong foundation at Invesco.
Broad exposure to investments across Fixed Income, Equities, Alternatives, Capital Markets, and more.
Short-term projects and training provide hands-on experience.
Ongoing mentorship from experienced professionals.
Peer support from a cohort of like-minded young investors.
Jumpstart your career in the competitive asset management industry with the opportunity for full-time employment upon graduation.
Clear career path to become a portfolio manager, research analyst, or trader.

Location: New York

Hourly Rate: $35/hour USD

Full-time/Part-time: Full-time

Worker Type: Student/Intern (Fixed Term)

Job Exempt: No

Workplace Model: Hybrid 3 days in the designated office, 2 days working remotely.

Flexible paid time off
Hybrid work schedule
401(K) matching of 100% up to the first 6% with a discretionary supplemental contribution
Health & wellbeing benefits
Parental Leave benefits
Employee stock purchase plan

Making job hunting smarter, faster, and way more fun. Our AI-powered, mobile-first platform connects students and early-career pros with real opportunities that match their skills and goals. With gamified skill validation, personalized career paths, and smart matching, were not just helping you land a jobwere setting you up for a career youll actually love.

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Director, Investor Relations

60048 Libertyville, Illinois Brunswick

Posted 2 days ago

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Job Description

**_Are you ready for what's next?_**
_Come explore opportunities within Brunswick, a global marine leader ( committed to challenging conventions and innovating next-generation technologies that transform experiences on the water and beyond. Brunswick believes "Next Never Rests," and we offer a variety of exciting careers and growth opportunities within united teams defining the future of marine recreation._
**Innovation is the heart of Brunswick. See how your contributions will help transform vision into reality:**
**Position Overview** **:**
Brunswick Corporation is seeking a strategic and forward-thinking Director, Investor Relations to lead the continued development and execution of a best-in-class IR program. This role will serve as a trusted thought partner to the CFO and CEO and serve as a member of the finance leadership team. This is a highly visible role internally and externally, ensuring that Brunswick's financial strategy and performance are clearly communicated to the investment community.
The ideal candidate will bring financial acumen, an understanding of public markets, exceptional communication skills, and investor relations or sellside/buyside experience. Experience with/in the marine industry or related industries with similar dynamics is a plus. The ideal candidate knows what great looks like and wants to quickly take ownership and positively influence the function and market perception of an industry leader.
**At Brunswick, we have passion for our work and a distinct ability to deliver.**
Essential Functions:
**Strategic IR Leadership**
+ Execute a comprehensive investor relations strategy that aligns with Brunswick's long-term growth objectives and marine innovation roadmap.
+ Partner closely with executive leadership and the businesses to shape and communicate Brunswick's financial narrative, including its technology and product leadership.
+ Lead the planning and execution of quarterly earnings calls, investor days, and industry conferences.
+ Add insight and support to other strategic financial activities.
**Marine Industry-Focused Investor Engagement**
+ Build and maintain strong relationships with institutional investors, analysts, and ESG-focused stakeholders.
+ Clearly articulate Brunswick's competitive advantages in the marine sector, including product innovation, brand leadership, and aftermarket services.
+ Proactively address investor inquiries related to regulatory developments and global trade dynamics.
**Financial Communication & Storytelling**
+ Collaborate with Corporate Communications, Legal, and Finance to ensure consistent, transparent, and compliant messaging across all investor-facing materials.
+ Develop compelling investor presentations, earnings scripts, Q&A documents, and annual reports that highlight Brunswick's marine technology leadership and financial performance.
+ Partner with Sustainability on external reporting and engagement.
**Market Intelligence & Strategic Insights**
+ Monitor industry trends, competitor performance, and investor sentiment to provide actionable insights to executive leadership.
+ Conduct peer benchmarking and valuation analysis, with a focus on marine and recreational vehicle sectors.
+ Utilize tools and analysis to track shareholder composition and engagement/ownership metrics to inform IR strategy and board-level reporting.
**Diversity of thought and experiences is fundamental when imagining the unimaginable. Certain skillsets/experiences are necessary; however, others can be developed along the way.**
Required Qualifications:
+ Bachelor's degree in Finance, Accounting, Economics, or related field; MBA or CFA preferred.
+ 10+ years of experience in investor relations, corporate finance, equity research, investing, or investment banking-preferably in a manufacturing, marine, or industrial technology environment.
+ Strong understanding of capital markets, financial modeling, and valuation techniques.
+ Exceptional communication and storytelling skills, with the ability to translate complex marine technologies and financial data into clear, compelling narratives.
+ High integrity, sound judgment, and a collaborative, proactive mindset.
+ Located or willing to relocate to Brunswick headquarters in Mettawa, IL.
Preferred Qualifications:
+ Experience in the marine or similar industry.
+ Capability and interest to support other key strategic projects applying market experience and financial and communication skills.
+ Passion for what we do, our products, boating, the outdoors, water sports, etc.
**Working Conditions:**
+ 25-40% - the successful candidate will spend significant time with investors and also the management team visiting business locations and participating in executive business reviews and industry events
The anticipated pay range for this position is $148,300 - $250,300 annually. The actual base pay offered will vary depending on multiple factors including job- related knowledge/skills, relevant experience, business needs, and geographic location. In addition to base pay, this position is eligible for an annual discretionary bonus.
At Brunswick, it is not typical for an individual to be hired at or near the top end of the salary range for their role. Compensation decisions are dependent upon the specifics of the candidate's qualifications and the business context.
This position is eligible to participate in Brunswick's comprehensive and high-quality benefits offerings, including medical, dental, vision, paid vacation, 401k (up to 4% match), Health Savings Account (with company contribution), well-being program, product purchase discounts and much more. Details about our benefits can be found here ( .
**Why Brunswick:**
Whatever tomorrow brings, we'll be at the leading edge. As the clear leader in the marine industry, we're committed to our values and supporting our exceptional people. We offer and encourage growth opportunities within and across our many brands. In addition, we're proud of being recognized for making a splash with numerous awards ( !
_Next is Now!_
_We value growth and development, recognizing that people come with a wealth of experience and talent beyond just the technical requirements of a job. If your experience is close to what you see listed here, please still consider applying._
Brunswick is an Equal Opportunity Employer and considers all qualified applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veteran status or any other characteristic protected by federal, state, or local law. Diversity of experience and skills combined with passion is key to innovation and inspiration and we encourage individuals from all backgrounds to apply. If you require accommodation during the application or interview process, please contact for support.
For more information about EEO laws, - click here ( and Workday ( Privacy Policies
Brunswick does not accept applications, inquiries or solicitations from unapproved staffing agencies or vendors. For help, please contact our support team at: or .
All job offers will come to you via the candidate portal you create when applying through a posted position through . If you are ever unsure about what is being required of you during the application process or its source, please contact HR Shared Services at or .
#Brunswick Corporation
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Investor Sales Role

60684 Chicago, Illinois BMO Financial Group

Posted 2 days ago

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Job Description

We are seeking a seasoned and highly connected sales professional to join our Asset Management team with BMO Sponsor Finance ("BSF") as a Director or Managing Director (depending on experience) focused on a Direct Lending strategy. In this senior role, you will drive institutional capital raising efforts across our private credit platform, with an emphasis on sourcing and managing LP relationships across pensions, endowments, family offices, and other institutional allocators.
**Key Responsibilities:**
+ Lead fundraising and capital formation for our single direct lending strategy, which flows through several types of investment structures including commingled funds, SMAs, CLO's, and co-investments.
+ Develop and execute a comprehensive business development plan targeting institutional and semi-institutional investors in North America and/or globally.
+ Manage a portfolio of existing investor relationships while continuously sourcing new prospects through your own network and targeted outreach.
+ Represent the firm in investor meetings, industry conferences, and roadshows, articulating the investment thesis, performance, and differentiators of our direct lending platform.
+ Work closely with investment and operations teams to deliver accurate and timely marketing collateral, due diligence materials, and performance updates.
+ Oversee the end-to-end fundraising lifecycle, including pipeline management, CRM updates, tracking of investor feedback, and coordination of follow-ups.
+ Maintain a deep understanding of the direct lending market landscape, including competitor activity, investor trends, and regulatory developments.
**Qualifications:**
+ 10-15+ years of experience in capital raising, institutional sales, or investor relations with a focus on private credit and/or direct lending.
+ Demonstrated track record of raising capital from institutional investors such as pensions, insurance companies, endowments, foundations, family offices, RIAs, and consultants.
+ Deep knowledge of direct lending structures, risk/return dynamics, and portfolio construction.
+ Strong existing LP network with direct relationships in North America (additional global coverage is a plus).
+ Superior interpersonal and communication skills, with the ability to present complex credit strategies to sophisticated investors.
+ Highly self-motivated, entrepreneurial mindset with a strong sense of accountability and execution.
+ Bachelor's degree required; MBA or CFA preferred.
**Preferred Attributes:**
+ Prior experience at a private credit manager, credit-focused placement agent, or investment bank.
+ Experience with various structures a plus including BDCs, rated feeders, JV's, and private deal structuring.
+ Familiarity with compliance, regulatory frameworks, and marketing rules relevant to private placements.
**Salary:**
$164,400.00 - $285,600.00
**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.
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