5,890 Investing jobs in the United States
Crossover Investing Analyst
Posted 1 day ago
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Job Description
Soros Fund Management LLC (SFM) is a multi-strategy global investment firm and family office that manages approximately $28 billion in net assets. Founded by George Soros in 1970, SFM serves as the principal asset manager for the Open Society Foundations (OSF), one of the world's largest charitable foundations dedicated to promoting justice, human rights, and democracy. SFM leverages its permanent capital base, unconstrained mandate, and 50-plus + years of experience to invest nimbly across diverse strategies and asset classes, including public and private equities and credit and macro assets. SFM's approach is unique in the investment industry. Headquartered in New York City with offices in London, Dublin, and Hong Kong, SFM employs about 200 professionals.
Position Overview
SFM's Crossover Investing team is looking to add a junior analyst to evaluate investment opportunities across private and public companies. The team has a global mandate across all sectors and across the capital structure, with a preference for taking concentrated positions. The ideal candidate should have a strong interest in investing privately and publicly, possess excellent financial modeling skills, and be versatile across industries, with a deep sense of integrity and eagerness to grow.
Major Responsibilities
- Support the investment team in evaluating crossover investment opportunities across private and public companies
- Perform due diligence on potential investments and consolidate findings into detailed reports
- Assist in managing existing investments and providing regular updates to the team
- Conduct independent research, valuation, and industry analyses
- Create and maintain detailed financial models and internal reports
- Interact with internal and external subject matter experts
- Engage with management teams and corporates
- Review investor reports and third-party research
- Bachelor's degree from a top university
- 5 years of experience in the financial industry, preferably investment banking or the buy-side in long/short equity, private equity, or venture capital
- A strong demonstrated interest in investing in private and public companies across sectors and across capital structure
- Ideal background from TMT, Consumer, or Industrials
- Ability to conduct comprehensive fundamental research independently
- Stellar problem-solving, analytical, and quantitative skills
- Expected to have outstanding financial modeling abilities
- Familiarity with handling data rooms
- Excellent written and verbal communication skills
- Able to engage confidently with C-level executives
- Comfortable in a high-pressure, fast-paced environment
- Able to take direction and show initiative as appropriate
- Possesses a deep sense of integrity and intellectual honesty
- Has demonstrated an ability to work effectively on a team
- Ability to speak a second language preferred
In all respects, needs to reflect the following SFM core values:
- Integrity
- Teamwork
- Smart risk-taking
- Owner's Mindset
- Humility
We anticipate the base salary for this role will be in the range of $25k - 150k
In addition to a base salary, the successful candidate will also be eligible to receive a discretionary year-end bonus, as well as other benefits.
In all respects, candidates need to reflect the following SFM core values:
Integrity // Teamwork // Smart risk-taking // Owner's Mindset // Humility
Sustainable Investing Analyst/PM
Posted 1 day ago
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At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being a diverse and inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
The Socially Innovative Investing (S2I) platform is a suite of proprietary investment strategies that seek to achieve competitive performance, while helping clients align their investment portfolio with their sustainability mission, objectives and/or values. The S2I team believes that companies who demonstrate leadership in environmental stewardship, human capital, and corporate governance have an advantage over their peers in their ability to manage risk, invest in innovation, access new growth markets, increase productivity, and develop long-term sustainable business models. The team analyzes a broad base of ESG data, combining it with traditional fundamental and risk factors, to make investment decisions that aim to drive competitive risk-adjusted returns. The Sustainable Investing Analyst/PM will be a key contributor on the S2I team, helping to manage $6+ bil in client assets across 8 active equity strategies (including environmental and social equality thematic strategies).
The candidate's responsibilities will include: assistance in aggregating and analyzing ESG data from our third party vendors; contributing to the ongoing maintenance and improvement of our propriety S2I scoring models; conducting fundamental reviews for prospective and existing holdings; communicating investment ideas to the team; participation in client/prospect meetings, helping to communicate investment strategy to clients and field partners; staying abreast of key sustainability news/topics and sharing findings with team; preparing and analyzing performance attribution reports, factor attribution and risk reports; contributing to portfolio commentary; interacting with broad base of internal constituents (field PMs/advisors, trading, due diligence, research, marketing, strategy, compliance).
Desired Qualification:
The candidate will have 8+ years of experience in the investment industry with a focus on sustainable public equity investments. CFA designation or progress toward preferred. The candidate will have an analytical mind and a strong curiosity about how companies and markets work. The successful candidate will also be a collaborative team player that contributes to a positive working environment. Basic coding skills and experience Axioma or other risk models are a plus.
Required Qualifications:
College Degree required, finance or related major preferred. Significant work experience integrating ESG factors into security selection decisions. Significant experience using FactSet, particularly screening and portfolio analysis tools. The role requires strong data management/quantitative skills, detail-oriented quality control mentality, critical thinking and the ability to communicate complex ideas.
Shift: 1st shift (United States of America)
Hours Per Week: 40
Sustainable Investing Analyst/PM

Posted 5 days ago
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Job Description
Boston, Massachusetts
**To proceed with your application, you must be at least 18 years of age.**
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At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being a diverse and inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
**Job Description:**
The Socially Innovative Investing (S2I) platform is a suite of proprietary investment strategies that seek to achieve competitive performance, while helping clients align their investment portfolio with their sustainability mission, objectives and/or values. The S2I team believes that companies who demonstrate leadership in environmental stewardship, human capital, and corporate governance have an advantage over their peers in their ability to manage risk, invest in innovation, access new growth markets, increase productivity, and develop long-term sustainable business models. The team analyzes a broad base of ESG data, combining it with traditional fundamental and risk factors, to make investment decisions that aim to drive competitive risk-adjusted returns. The Sustainable Investing Analyst/PM will be a key contributor on the S2I team, helping to manage $6+ bil in client assets across 8 active equity strategies (including environmental and social equality thematic strategies).
The candidate's responsibilities will include: assistance in aggregating and analyzing ESG data from our third party vendors; contributing to the ongoing maintenance and improvement of our propriety S2I scoring models; conducting fundamental reviews for prospective and existing holdings; communicating investment ideas to the team; participation in client/prospect meetings, helping to communicate investment strategy to clients and field partners; staying abreast of key sustainability news/topics and sharing findings with team; preparing and analyzing performance attribution reports, factor attribution and risk reports; contributing to portfolio commentary; interacting with broad base of internal constituents (field PMs/advisors, trading, due diligence, research, marketing, strategy, compliance).
Desired Qualification:
The candidate will have 8+ years of experience in the investment industry with a focus on sustainable public equity investments. CFA designation or progress toward preferred. The candidate will have an analytical mind and a strong curiosity about how companies and markets work. The successful candidate will also be a collaborative team player that contributes to a positive working environment. Basic coding skills and experience Axioma or other risk models are a plus.
Required Qualifications:
College Degree required, finance or related major preferred. Significant work experience integrating ESG factors into security selection decisions. Significant experience using FactSet, particularly screening and portfolio analysis tools. The role requires strong data management/quantitative skills, detail-oriented quality control mentality, critical thinking and the ability to communicate complex ideas.
**Shift:**
1st shift (United States of America)
**Hours Per Week:**
40
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
To view the "Know your Rights" poster, CLICK HERE ( .
View the LA County Fair Chance Ordinance ( .
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work.
This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
Investing Operator (Albany, OR)
Posted 21 days ago
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Job Description
If you would love to be part of a company that is poised for substantial growth with opportunities for advancement, then working for CPP and its subsidiaries may be the right fit for you! We have multiple facilities in Albany, OR and are a world class supplier of titanium castings and components for the aerospace industry. If you are selected to join our team you will enjoy benefits such as quarterly bonus, medical, dental, vision, 401(k), company paid life insurance, and other great benefits!
Primary Purpose:
An Investing Operator will perform wax mold investing operations on aerospace product.
Duties and Responsibilities:
- Use a wire wheel grinder to remove ceramic material from handles, bolts, and strongbacks.
- Set up, prepare, and test mixtures for slurry.
- Operate and monitor automatic dipping equipment.
- Clean and grease robot head.
- Load and unload molds from conveyor.
- Cut mesh wire to specifications using a hand shear and mechanical shear.
- Bend metal banding around strongbacks.
- Load and unload product from carts.
- Prior industry experience preferred.
- Must be able to lift up to 50 lbs. with or without reasonable accommodations.
- Good attendance record required.
- Able to read, understand, and follow written and verbal instructions.
- Must be able to withstand long periods of standing and walking.
- HS diploma or equivalent GED required, but candidates not meeting this requirement who possesses relevant experience will be considered.
- Must be at least 18 years of age.
- Solid job history including more than 1 year at previous or recent employer.
- Must be willing to undergo a pre-employment background check and drug screening.
- Frequently work near moving mechanical parts.
- The physical effort applied in this job includes lifting, pulling, reaching, manipulating, carrying, pushing, and shoveling.
- Manufacturing requires repetitive motion of hands, wrists and arms.
- Duties often performed under somewhat disagreeable working conditions; exposure to dust, dirt, fumes, noise and chemicals is likely, with at least one present to the extent of being disagreeable.
- Swing shift available.
Consolidated Precision Products (CPP) is an industry-leading manufacturer of highly-engineered
components and sub-assemblies, supplying the commercial aerospace, military and industrial markets with small-to-large "function critical" products. CPP provides its customers with a "total solution" source, taking them from concept to finished product with one of the broadest and most diverse product offerings in the industry. More information about our company can be found at:
U.S. person status is required for this position in order to comply with the Arms Export Control and Export Administration Act. U.S. persons are U.S. citizens, legal permanent residents as defined by 8 U.S.C. 1101(a)(20) or protected individuals as defined by 8 U.S.C. 1324b(a)(3).
CPP Corporation is an Equal Opportunity Employer that recruits, hires, trains, and promotes employees in all job classifications without regard to race, color, religion, age, sex, sexual orientation, gender identity, marital status, national origin, disability, veteran's status, or other legally protected status.
This is a full time position
KKR Solutions Investing Analyst/ Associate
Posted 1 day ago
Job Viewed
Job Description
KKR is a leading global investment firm that offers alternative asset management as well as capital markets and insurance solutions. KKR aims to generate attractive investment returns by following a patient and disciplined investment approach, employing world-class people, and supporting growth in its portfolio companies and communities. KKR sponsors investment funds that invest in private equity, credit and real assets and has strategic partners that manage hedge funds. KKR's insurance subsidiaries offer retirement, life and reinsurance products under the management of Global Atlantic Financial Group. References to KKR's investments may include the activities of its sponsored funds and insurance subsidiaries.
KKR Solutions allows the firm to offer a holistic solutions-oriented relationship to our most strategic clients (as opposed to one focused on selling individual products). The team's goal is to provide clients with a seamless entrance into KKR focused on multi-asset class exposures (including Private Equity, Real Assets and Credit) where we can help solve problems, especially around asset allocation and portfolio construction decisions, across our Insurance, Family Office, Wealth/HNW, Sovereign, and Pension clients. KKR Solutions works closely with the full firm to expand our relationships with clients, including Global Client Solutions resources, various investment teams, and specialists focused on macro-economics and insurance. The Solutions team is designed to deliver a more customized return and investment objective experience and accelerate capital formation across KKR through differentiated asset allocation insights, enhanced approaches to portfolio construction, and original intellectual content. The team is tight-knit and lean, providing junior team members robust access to senior executives/investment professionals, as well as a meritocratic and entrepreneurial culture.
KKR is seeking a talented and dedicated investment professional, at the Analyst or Associate level, to join its Solutions group. KKR Solutions was formed in response to clients seeking a smarter way to address the Alternatives asset class. The group often works as an "extension-of-staff" that tailors solutions to select clients' investment objectives. KKR Solutions offers full-suite Private Equity solutions, including primary funds, co-investments and secondaries through external manager and KKR investments. The group also offers multi-asset solutions across Private Markets more broadly, including Real Assets, Credit and Reinsurance.
By leveraging KKR's global platform to help source and evaluate opportunities, KKR Solutions is well-positioned to access differentiated deal flow and drive better asset selection decisions than its peers. Access to high-quality managers and an innovative structure versus traditional Fund-of-Funds has driven KKR Solutions' strong performance since inception (nearly 15 years). KKR Solutions has experienced tremendous growth in recent years and this positive trajectory is expected to continue.
Strategic, commercial and collaborative, this team member will work alongside a lean, entrepreneurial team to source, evaluate, recommend, and monitor private equity investments across buyout, growth/venture capital, distressed and other areas, through a combination of internally and externally managed funds, as well as co-investments and secondaries. This position is based in New York.
Conducting thorough due diligence on the most compelling prospective opportunities including analysis of investment strategy, process, organization, realized and unrealized portfolio positions, and performance
Sourcing and maintaining a pipeline of talented fund managers in the target markets
Sourcing co-investment and secondary opportunities among GP network and conducting due diligence on such opportunities
Conducting industry research and staying current on investment trends, communicating proactively with colleagues and building and maintaining a network within the manager community
Performing detailed analytics across asset classes to help inform portfolio construction processes and portfolio reviews
Working in conjunction with other investment team members to make investment recommendations on prospective and current investment manager allocations
Rigorously reviewing and monitoring the performance of managers; making recommendations for follow-on investments and managing updates/reporting on the existing portfolio
Providing general support to the client service/business development teams
Attending annual meetings and advisory board meetings as needed
1-3 years of experience in the financial services industry, likely in securities analysis and/or investment banking
Technical proficiency with Microsoft Excel and PowerPoint, including a finance/accounting skill set
Strong academic credentials from a respected institution
Strong analytical and quantitative skills
Collaborative and active contributor with a "roll-up-your-sleeves" attitude
Superior communication and presentation skills (written and oral) coupled with the requisite level of gravitas to effectively communicate complex ideas at a high level
Maturity and sound judgment, exhibiting an ability to thrive in cross-functional and cross-business unit settings
Proven ability to manage demands of multiple projects in a fast-paced work environment, including ability to prioritize time efficiently and handle heavy workloads while remaining attentive to detail
High level of intellectual curiosity, accountability and drive; self-motivated with the ability to work autonomously
Ability to develop and maintain a network with the outside investment community to expand the firm's knowledge
Able to manage highly sensitive, confidential information with complete discretion
Base Salary Range $130,000 - $150,000 USD
KKR is an equal opportunity employer. Individuals seeking employment are considered without regard to race, color, religion, national origin, age, sex, marital status, ancestry, physical or mental disability, veteran status, sexual orientation, or any other category protected by applicable law.
KKR Solutions Investing Analyst/ Associate
Posted 6 days ago
Job Viewed
Job Description
KKR is a leading global investment firm that offers alternative asset management as well as capital markets and insurance solutions. KKR aims to generate attractive investment returns by following a patient and disciplined investment approach, employing world-class people, and supporting growth in its portfolio companies and communities. KKR sponsors investment funds that invest in private equity, credit and real assets and has strategic partners that manage hedge funds. KKR's insurance subsidiaries offer retirement, life and reinsurance products under the management of Global Atlantic Financial Group. References to KKR's investments may include the activities of its sponsored funds and insurance subsidiaries.
TEAM OVERVIEW
KKR Solutions allows the firm to offer a holistic solutions-oriented relationship to our most strategic clients (as opposed to one focused on selling individual products). The team's goal is to provide clients with a seamless entrance into KKR focused on multi-asset class exposures (including Private Equity, Real Assets and Credit) where we can help solve problems, especially around asset allocation and portfolio construction decisions, across our Insurance, Family Office, Wealth/HNW, Sovereign, and Pension clients.
KKR Solutions works closely with the full firm to expand our relationships with clients, including Global Client Solutions resources, various investment teams, and specialists focused on macro-economics and insurance. The Solutions team is designed to deliver a more customized return and investment objective experience and accelerate capital formation across KKR through differentiated asset allocation insights, enhanced approaches to portfolio construction, and original intellectual content. The team is tight-knit and lean, providing junior team members robust access to senior executives/investment professionals, as well as a meritocratic and entrepreneurial culture.
POSITION SUMMARY
KKR is seeking a talented and dedicated investment professional, at the Analyst or Associate level, to join its Solutions group. KKR Solutions was formed in response to clients seeking a smarter way to address the Alternatives asset class. The group often works as an "extension-of-staff" that tailors solutions to select clients' investment objectives. KKR Solutions offers full-suite Private Equity solutions, including primary funds, co-investments and secondaries through external manager and KKR investments. The group also offers multi-asset solutions across Private Markets more broadly, including Real Assets, Credit and Reinsurance.
By leveraging KKR's global platform to help source and evaluate opportunities, KKR Solutions is well-positioned to access differentiated deal flow and drive better asset selection decisions than its peers. Access to high-quality managers and an innovative structure versus traditional Fund-of-Funds has driven KKR Solutions' strong performance since inception (nearly 15 years). KKR Solutions has experienced tremendous growth in recent years and this positive trajectory is expected to continue.
Strategic, commercial and collaborative, this team member will work alongside a lean, entrepreneurial team to source, evaluate, recommend, and monitor private equity investments across buyout, growth/venture capital, distressed and other areas, through a combination of internally and externally managed funds, as well as co-investments and secondaries. This position is based in New York.
RESPONSIBILITIES
• Conducting thorough due diligence on the most compelling prospective opportunities including analysis of investment strategy, process, organization, realized and unrealized portfolio positions, and performance
• Sourcing and maintaining a pipeline of talented fund managers in the target markets
• Sourcing co-investment and secondary opportunities among GP network and conducting due diligence on such opportunities
• Conducting industry research and staying current on investment trends, communicating proactively with colleagues and building and maintaining a network within the manager community
• Performing detailed analytics across asset classes to help inform portfolio construction processes and portfolio reviews
• Working in conjunction with other investment team members to make investment recommendations on prospective and current investment manager allocations
• Rigorously reviewing and monitoring the performance of managers; making recommendations for follow-on investments and managing updates/reporting on the existing portfolio
• Providing general support to the client service/business development teams
• Attending annual meetings and advisory board meetings as needed
IDEAL EXPERIENCE
• 1-3 years of experience in the financial services industry, likely in securities analysis and/or investment banking
• Technical proficiency with Microsoft Excel and PowerPoint, including a finance/accounting skill set
• Strong academic credentials from a respected institution
CRITICAL COMPETENCIES FOR SUCCESS
• Strong analytical and quantitative skills
• Collaborative and active contributor with a "roll-up-your-sleeves" attitude
• Superior communication and presentation skills (written and oral) coupled with the requisite level of gravitas to effectively communicate complex ideas at a high level
• Maturity and sound judgment, exhibiting an ability to thrive in cross-functional and cross-business unit settings
• Proven ability to manage demands of multiple projects in a fast-paced work environment, including ability to prioritize time efficiently and handle heavy workloads while remaining attentive to detail
• High level of intellectual curiosity, accountability and drive; self-motivated with the ability to work autonomously
• Ability to develop and maintain a network with the outside investment community to expand the firm's knowledge
• Able to manage highly sensitive, confidential information with complete discretion
This is the expected annual base salary range for this New York-based position. Actual salaries may vary based on factors, such as skill, experience, and qualification for the role. Employees may be eligible for a discretionary bonus, based on factors such as individual and team performance.
Base Salary Range
$130,000-$150,000 USD
KKR is an equal opportunity employer. Individuals seeking employment are considered without regard to race, color, religion, national origin, age, sex, marital status, ancestry, physical or mental disability, veteran status, sexual orientation, or any other category protected by applicable law.
Sr. Specialist, Global Investing Services

Posted 3 days ago
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Job Description
At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. We're seeking **Global Investing Sr. Specialists** who enjoy assisting others as they trade in the foreign markets and want to grow their career with a top financial services firm. In Global Investing Services, our vision is to be the most trusted Foreign Trade Desk on the street. We support Schwab's domestic and international clients who trade on exchanges outside of the U.S.
We attract highly engaged professionals who are interested in learning the foreign markets and are interested in furthering their foreign trading knowledge. We have a world-class training program which ensures we are able to meet the needs of our clients, regardless of their level of sophistication.
Our team consists of a **diverse** workforce in all different stages of their careers, including career changers and individuals re-entering the workforce. If you enjoy providing an outstanding level of service to others around you, have a passion for continuous learning, and enjoy working with like-minded individuals with whom you can learn and grow -- this is the role for you.
**What you have**
**Required Qualifications:**
+ Series 7 and 63 licenses required
+ 3-5 years of experience in Client Service, Financial Services and/or Brokerage Services; preferably trading, interacting with clients in a proactive and consultative manner
**Preferred Qualifications:**
+ Series 9-10 preferred
+ Bachelor's Degree
+ Passion for trading and market knowledge; ability to proactively discuss trading topics and appropriate solutions with clients
+ Current or previous contact center experience
+ Previous experience in customer service, client support and problem resolution skills
+ Proven analytical skills with the ability to effectively mitigate risk and adhere to trading accuracy while adhering to policies, procedures, and guidelines
+ Strong trading or familiarity of the securities industry with understanding of equities
What's in it for you
At Schwab, we're committed to empowering our employees' personal and professional success. Our flexible work options, supportive culture, and focus on your development means you'll get the tools you need to make a positive difference in the finance industry.
We offer a competitive benefits package that takes care of the whole you - both today and in the future:
+ Base salary + annual bonus
+ 401(k) with company match and Employee stock purchase plan
+ Paid time for vacation, volunteering, and a 4-week sabbatical after 5 years of service
+ Paid parental leave and family building benefits
+ Tuition reimbursement
+ Health, dental, and vision insurance
_In addition to the salary range, this role is also eligible for bonus or incentive opportunities._
**What's in it for you**
At Schwab, we're committed to empowering our employees' personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you'll get the tools you need to make a positive difference in the finance industry. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.
We offer a competitive benefits package that takes care of the whole you - both today and in the future:
+ 401(k) with company match and Employee stock purchase plan
+ Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
+ Paid parental leave and family building benefits
+ Tuition reimbursement
+ Health, dental, and vision insurance
What's in it for you:
At Schwab, we're committed to empowering our employees' personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you'll get the tools you need to make a positive difference in the finance industry. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.
We offer a competitive benefits package that takes care of the whole you - both today and in the future:
401(k) with company match and Employee stock purchase plan
Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
Paid parental leave and family building benefits
Tuition reimbursement
Health, dental, and vision insurance
Schwab is an affirmative action employer, focused on employing and advancing in employment, qualified women, racial and ethnic minorities, protected veterans, and individuals with disabilities in the workplace. If you have a disability and require reasonable accommodations in the application process, contact Human Resources at or call .
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Asset Management - Real Estate Investing - Analyst
Posted 15 days ago
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Job Description
Morgan Stanley Investment Management ("MSIM"), together with its investment advisory affiliates, has more than 1,300 investment professionals around the world and $1.6 trillion in assets under management or supervision as of December 31, 2024. Morgan Stanley Investment Management strives to provide strong long-term investment performance, outstanding service and a comprehensive suite of investment management solutions to a diverse client base, which includes governments, institutions, corporations and individuals worldwide.
Morgan Stanley Real Estate Investing ("MSREI") is the global private real estate investment management business of Morgan Stanley. One of the most active property investors in the world for over three decades, MSREI employs a patient, disciplined approach through global value-add / opportunistic and regional core / core-plus real estate investment strategies. With 17 offices throughout the U.S., Europe and Asia, regional teams of dedicated real estate professionals combine a unique global perspective with local presence and significant transaction execution expertise. MSREI currently manages $3 billion of gross real estate assets worldwide on behalf of its clients.
Job DescriptionAs a member of Morgan Stanley Real Estate Investing's U.S. Asset Management team, the individual will play an integral role working with all senior staff members in fulfilling specific property and/or portfolio level responsibilities. Responsibilities will focus on providing analytical support for the asset management team utilizing Argus cash flow and Excel software.
Primary Responsibilities- Work directly with asset managers, leasing and property management teams on approximately 30 - 35 assets
- Prepare cash flow analyses, including: sensitivity analyses, quarterly cash flow models, annual asset valuations and in-depth valuation and hold/sell analyses
- Review and assist in preparation of budgets and preparation of strategic plans
- Analyze and review leases
- Prepare quarterly client reports
- Coordinate and review third-party independent appraisals as well as preparation of internal valuations
- Participate in ad hoc analyses
- Assist with acquisition and disposition due diligence and asset financings
- BA/BS required
- Three to four years of real estate experience required
- Strong analytical and financial skills
- Strong working knowledge of cash flow modeling; Argus
- Strong oral and written communication skills
- Knowledge of appraisal fundamentals
- Ability to work within a team and under tight deadlines
- High commitment, strong self-motivation, and proactive
- Strong attention to detail
- Ability to effectively prioritize and handle multiple tasks
We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work.
Expected base pay rates for the role will be 110,000 - 120,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.
Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
Assistant Director of Engineering, Workplace Personal Investing
Posted 3 days ago
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Job Description
What You'll Do:
Were looking for an Assistant Director of Engineering to join our Workplace Personal Investing team. In this critical role, youll lead the build of groundbreaking greenfield products that transform how people invest for their future, while leading high performing engineering teams, driving high-impact technical outcomes. As a strategic and technical leader, youll drive innovation, guide architectural decisions, and ensure the successful delivery of critical initiatives that shape the future of our retirement and financial planning services.
You'll have the opportunity to:
- Drive technological innovation by identifying strategic opportunities that deliver maximum business impact to build and grow our services
- Assess emerging technologies and influence technical direction, ensuring alignment with enterprise-wide strategic initiatives and solution architecture practices and principals
- Partner with key stakeholders to transform business objectives into robust technical solutions, while effectively bridging communication between technical and non-technical teams
- Shape product strategy and establish compelling technical vision through active participation in enterprise-level programs
- Cultivate an exceptional engineering team by fostering innovation, mentoring talent, and building an outcome-driven culture founded on trust and accountability
- Manage KPIs to track progress and ensure alignment with goals
- Manage relationships with third-party vendors, partners, and contractors as needed
Operating at the intersection of financial services and technology, Principal builds financial tools that help our customers live better lives. We take pride in being a purpose-led firm, motivated by our mission to make financial security accessible to all. Our mission, integrity, and customer focus have made us a trusted leader for more than 140 years.
As Principal continues to modernize its systems, this role will offer you an exciting opportunity to build solutions that will directly impact our long-term strategy and tech stack, all while ensuring that our products are robust, scalable, and secure!
Who You Are:- Bachelor's degree (preference in a computer science, technology, engineering or math-related field) or equivalent experience
- 8+ years of technical experience, demonstrating progressive responsibility and impact with a strong focus on quality
- Leadership Experiences:
- Guiding engineers through complex business challenges
- Designing and deploying resilient and scalable solutions
- Building alignment among diverse stakeholders
- Navigating enterprise-level partnerships
- Leadership Qualities:
- Strategic and innovative mindset
- Adaptability in dynamic environments
- Influential communication and collaboration skills
- 4+ years of formal people leadership experience, successfully leading and mentoring direct reports
- Advanced experience with retail retirement products or within the financial services industry
- Proven track record in solution architecture and systems design
- Demonstrated ability to solve for the future
- Experience with cloud platforms (e.g. AWS)
Salary Range Information:
Salary ranges below reflect targeted base salaries. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation for all roles will be based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer.
Salary Range:
$ - $ / year
Time Off Program:
Flexible Time Off (FTO) is provided to salaried (exempt) employees and provides the opportunity to take time away from the office with pay for vacation, personal or short-term illness. Employees dont accrue a bank of time off under FTO and there is no set number of days provided.
Pension Eligible:
Yes
Additional Information:
Work Environments
This role offers in-office, hybrid (blending at least three office days in a typical workweek), and remote work arrangements (only if residing more than 30 miles from Des Moines, IA, Charlotte, NC, and Raleigh, NC). Youll work with your leader to figure out which option may align best based on several factors.
Our Engineering CultureThrough our product-driven Agile/Lean DevOps environment, weve fostered a culture of innovation and experimentation across our development teams. As a customer-focused organization, we work closely with our end users and product owners to understand and rapidly respond to emerging business needs.
Collaboration is embedded into everything we do from the products we develop to the quality service we provide. Were driven by the belief that diversity of thought, background, and perspective is critical to creating the best products and experiences for our customers.
Work Authorization/SponsorshipAt this time, we're not considering applicants that need any type of immigration sponsorship (additional work authorization or permanent work authorization) now or in the future to work in the United States. This includes, but IS NOT LIMITED TO: F1-OPT, F1-CPT, H-1B, TN, L-1, J-1, etc. For additional information around work authorization needs please use the following links.
Nonimmigrant Workers and Green Card for Employment-Based Immigrants
Investment Code of EthicsFor Principal Asset Management positions, youll need to follow an Investment Code of Ethics related to personal and business conduct as well as personal trading activities for you and members of your household. These same requirements may also apply to other positions across the organization.
Experience PrincipalAt Principal, we value connecting on both a personal and professional level. Together, were imagining a more purpose-led future for financial services and that starts with you. Our success depends on the unique experiences, backgrounds, and talents of our employees. And we support our employees the same way we support our customers: with comprehensive, competitive benefit offerings crafted to protect their physical, financial, and social well-being. Check out our careers site to learn more about our purpose, values and benefits.
Principal is an Equal Opportunity EmployerAll qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.
Posting Window:We will accept applications for 3 full days following the Original Posting Date, after which the posting may remain open or be removed based upon applications received. If we choose to post the job again, we will accept additional applications for at least 1 full day following the Most Recently Posted Date. Please submit applications in a timely manner as there is no guarantee the posting will be available beyond the applicable deadline.
Date First Posted (TTF):
7/16/2025
Latest Post Date: Careers - US:
8/21/2025
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Fixed Income Stewardship and Sustainable Investing Analyst

Posted 3 days ago
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Job Description
+ Support credit research and the integration of Stewardship and Sustainable Investing analysis across the Investment Grade and Non-Investment Grade corporate credit research teams
+ Work directly with senior fixed income research analysts to assist in the ongoing credit process and maintenance of the team's research systems
+ Identify emerging Stewardship and Sustainable Investing related industry topics which may become material to credit risk and work with credit analysts and portfolio managers to evaluate the impact on issuers and portfolios
+ Research sector and issuer specific topics and provide support to the research analysts
+ Monitor changes in industry and portfolio company disclosure practices and benchmark how these practices compare to peer issuers
+ Prepare investment materials for presentation to senior analysts and portfolio managers
**Qualifications** :
+ Intellectually curious self-starter with a strong aptitude for quantitative and qualitative analysis
+ Proven initiative and ability to work independently and collaboratively as part of a global team, performing multiple job functions with a high level of accuracy and attention to detail
+ Strong verbal and written communication skills, including synthesizing research and conceptual work into actionable and presentable deliverables across all levels of the organization
+ Ability to independently manage multiple projects in a collaborative manner with multiple stakeholders through to completion in a dynamic and changing environment
+ Strong sense of professionalism and integrity
+ Interest in financial markets and investing
+ Excellent proficiency in Microsoft Excel, Word, PowerPoint, and aptitude for quickly learning new skills and technologies
+ Undergraduate Finance, Accounting, Economics or business related degree with strong academic credentials
Compensation Details
The salary range for this role is $90,000-$20,000. This is the lowest to highest salary we in good faith believe we would pay for this role at the time of this posting. We may ultimately pay more or less than the posted range, and the range may be modified in the future. This range is only applicable for jobs to be performed in the job posting location. An employee's pay position within the salary range will be based on several factors including, but limited to, relevant education, qualifications, certifications, experience, skills, seniority, geographic location, business sector, performance, shift, travel requirements, sales or revenue-based metrics, market benchmarking data, any collective bargaining agreements, and business or organizational needs. This job is also eligible for a discretionary bonus, which, along with base salary and retirement contributions, is part of our total comprehensive package. We offer a comprehensive package of benefits including paid time off, medical/dental/vision insurance, 401(k), life insurance and other benefits to eligible employees.
**Note: No amount of pay is considered to be wages or compensation until such amount is earned, vested, and determinable. The amount and availability of any bonus, commission, production, or any other form of compensation that are allocable to a particular employee remains in the Company's sole discretion unless and until paid and may be modified at the Company's sole discretion, consistent with the law.**
_Neuberger Berman is an equal_ _opportunity_ _employer. The Firm and its affiliates do not discriminate in employment because of race, creed, national origin, religion, age, color, sex, marital status, sexual orientation, gender identity, disability, citizenship status or protected veteran status, or any other characteristic protected by local, state, or federal laws, rules, or regulations. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact_ _._
_Learn about the Applicant Privacy Notice ( ._
Founded in 1939, Neuberger Berman is a private, independent, employee-owned investment manager. From offices in 39 cities worldwide, the firm manages 515 billion in client assets (as of March 31, 2025) across a range of strategies-including equity, fixed income, quantitative and multi-asset class, private equity and hedge funds-on behalf of institutions, advisors and individual investors globally.
Tenured, stable and long-term in focus, the firm has built a diverse team-including 760-plus investment professionals and more than 2,800 employees in total-united in their commitment to delivering client outcomes and investment excellence. It is our people who define our culture and have enabled us to be recognized by _Pensions & Investments_ as the first or second "Best Place to Work in Money Management" for last eight consecutive years (firms with 1,000+ employees).
Neuberger Berman believes strongly that all employees are entitled to be treated with respect and dignity, and to work in a professional and safe environment. These values are the cornerstone of our firm. We prohibit any form of harassment, whether mental, verbal or physical. We do not tolerate the support of terrorist groups, acts of terrorism, or threats of violence. All who wish to be employed by the firm are expected to uphold these principles.
For important disclosures: