3,321 Portfolio Managers jobs in the United States

Investment Management Project Manager

Full-Time

Boston, MA or Springfield, MA

The Opportunity

The Corporate Function Program Management Office (CFPMO) is seeking an experienced project manager to support the stand-up of the new organization supporting Corporate Finance, Enterprise Risk, and Investment Management initiatives. In this role, you will report directly to the Investment Management Portfolio Lead and be accountable for the planning, day-to-day execution, management, implementation and reporting of projects while using the defined project management (PM) processes and standards. The CFPMO PM process is designed to support the CFPMO’s mission to increase the value impact of change efforts across MassMutual’s corporate functions. As an Investment Management Project Manager, you will execute by following a standardized process for project initiation, planning, execution, and close. Project managers will partner and support project sponsors and portfolio leads in developing required detailed project artifacts tailored to project complexity.

The Team

This portfolio oversees the execution of initiatives across Corporate Finance, Enterprise Risk and Investment Management as well as defines and owns project management standards across the company. The team is focused on driving and aligning critical programs and projects across our Corporate Functions, creating more visibility into this work, while enabling better prioritization, collaboration, and execution.

The Impact:

As the Investment Management Project Manager, you will:

• Partner with Project Sponsors and Functional Managers to compile Discovery artifacts such as a Cost Benefit Analysis (CBA), Project Charter, high level Resource Plan, and high-level Milestone Plan to be reviewed to receive Discovery Funding
• Develop and maintain required Detailed Planning artifacts and manage plan execution
• Determine project scope and manage scope execution across multiple large projects or medium to large programs where scope is subject to change, contains high complexity and high degree of risk, large number of resources, and complex organizational change issues that support complex enterprise or strategic corporate goals
• Develop financial forecasts, record cost variance, anticipate and address delivery challenges, and request budget changes if needed following associated Change Request Process
• Develop high-level milestones during Discovery and develop detailed project schedules during Detailed Planning
• Works with a high degree of autonomy to apply industry leading project and program management knowledge to refine the resource plan, develop a RACI Matrix, conduct a Key-Person Risk Assessment, and Third-Party Support Needs Assessment
• Ensure early identification, resolution, and escalation of project risks through maintenance of Risk and Issue Log and project Pre-Mortem activity
• Drives continuous improvement and efficiencies beyond own scope of responsibility
• Accountable for meeting all business requirements from development through implementation

The Minimum Qualifications

• Bachelor's degree or equivalent experience and expertise
• 8+ years of project management experience
• 1+ years of experience in project management software including but not limited to MS Project and Jira

The Ideal Qualifications

• 10+ years of project management experience, 5+ within a PMO
• 8+ years of experience leading projects impacting core Investment Management and Capital Market systems and business process.
• Proven success in delivering complex long-term projects on time, within budget, and to scope
• Project Management Professional (PMP) certification or equivalent
• Strong understanding of project management methodologies i.e. Agile or Waterfall
• Excellent communication (written and verbal) and interpersonal skills

What to Expect as Part of MassMutual and the Team

• Regular meetings with the portfolio sponsor
• Focused one-on-one meetings with your manager
• Networking opportunities including access to Asian, Hispanic/Latinx, African American, women, LGBTQIA+, veteran and disability-focused Business Resource Groups
• Access to learning content on Degreed and other informational platforms
• Your ethics and integrity will be valued by a company with a strong and stable ethical business with industry leading pay and benefits

#LI-DM2

#CFPMO

MassMutual is an equal employment opportunity employer. We welcome all persons to apply.

If you need an accommodation to complete the application process, please contact us and share the specifics of the assistance you need.

Investment Management Project Manager

Full-Time

Boston, MA or Springfield, MA

The Opportunity

The Corporate Function Program Management Office (CFPMO) is seeking an experienced project manager to support the stand-up of the new organization supporting Corporate Finance, Enterprise Risk, and Investment Management initiatives. In this role, you will report directly to the Investment Management Portfolio Lead and be accountable for the planning, day-to-day execution, management, implementation and reporting of projects while using the defined project management (PM) processes and standards. The CFPMO PM process is designed to support the CFPMO’s mission to increase the value impact of change efforts across MassMutual’s corporate functions. As an Investment Management Project Manager, you will execute by following a standardized process for project initiation, planning, execution, and close. Project managers will partner and support project sponsors and portfolio leads in developing required detailed project artifacts tailored to project complexity.

The Team

This portfolio oversees the execution of initiatives across Corporate Finance, Enterprise Risk and Investment Management as well as defines and owns project management standards across the company. The team is focused on driving and aligning critical programs and projects across our Corporate Functions, creating more visibility into this work, while enabling better prioritization, collaboration, and execution.

The Impact:

As the Investment Management Project Manager, you will:

• Partner with Project Sponsors and Functional Managers to compile Discovery artifacts such as a Cost Benefit Analysis (CBA), Project Charter, high level Resource Plan, and high-level Milestone Plan to be reviewed to receive Discovery Funding
• Develop and maintain required Detailed Planning artifacts and manage plan execution
• Determine project scope and manage scope execution across multiple large projects or medium to large programs where scope is subject to change, contains high complexity and high degree of risk, large number of resources, and complex organizational change issues that support complex enterprise or strategic corporate goals
• Develop financial forecasts, record cost variance, anticipate and address delivery challenges, and request budget changes if needed following associated Change Request Process
• Develop high-level milestones during Discovery and develop detailed project schedules during Detailed Planning
• Works with a high degree of autonomy to apply industry leading project and program management knowledge to refine the resource plan, develop a RACI Matrix, conduct a Key-Person Risk Assessment, and Third-Party Support Needs Assessment
• Ensure early identification, resolution, and escalation of project risks through maintenance of Risk and Issue Log and project Pre-Mortem activity
• Drives continuous improvement and efficiencies beyond own scope of responsibility
• Accountable for meeting all business requirements from development through implementation

The Minimum Qualifications

• Bachelor's degree or equivalent experience and expertise
• 8+ years of project management experience
• 1+ years of experience in project management software including but not limited to MS Project and Jira

The Ideal Qualifications

• 10+ years of project management experience, 5+ within a PMO
• 8+ years of experience leading projects impacting core Investment Management and Capital Market systems and business process.
• Proven success in delivering complex long-term projects on time, within budget, and to scope
• Project Management Professional (PMP) certification or equivalent
• Strong understanding of project management methodologies i.e. Agile or Waterfall
• Excellent communication (written and verbal) and interpersonal skills

What to Expect as Part of MassMutual and the Team

• Regular meetings with the portfolio sponsor
• Focused one-on-one meetings with your manager
• Networking opportunities including access to Asian, Hispanic/Latinx, African American, women, LGBTQIA+, veteran and disability-focused Business Resource Groups
• Access to learning content on Degreed and other informational platforms
• Your ethics and integrity will be valued by a company with a strong and stable ethical business with industry leading pay and benefits

#LI-DM2

#CFPMO

MassMutual is an equal employment opportunity employer. We welcome all persons to apply.

If you need an accommodation to complete the application process, please contact us and share the specifics of the assistance you need.

Investment Management Project Manager

Full-Time

Boston, MA or Springfield, MA

The Opportunity

The Corporate Function Program Management Office (CFPMO) is seeking an experienced project manager to support the stand-up of the new organization supporting Corporate Finance, Enterprise Risk, and Investment Management initiatives. In this role, you will report directly to the Investment Management Portfolio Lead and be accountable for the planning, day-to-day execution, management, implementation and reporting of projects while using the defined project management (PM) processes and standards. The CFPMO PM process is designed to support the CFPMO’s mission to increase the value impact of change efforts across MassMutual’s corporate functions. As an Investment Management Project Manager, you will execute by following a standardized process for project initiation, planning, execution, and close. Project managers will partner and support project sponsors and portfolio leads in developing required detailed project artifacts tailored to project complexity.

The Team

This portfolio oversees the execution of initiatives across Corporate Finance, Enterprise Risk and Investment Management as well as defines and owns project management standards across the company. The team is focused on driving and aligning critical programs and projects across our Corporate Functions, creating more visibility into this work, while enabling better prioritization, collaboration, and execution.

The Impact:

As the Investment Management Project Manager, you will:

• Partner with Project Sponsors and Functional Managers to compile Discovery artifacts such as a Cost Benefit Analysis (CBA), Project Charter, high level Resource Plan, and high-level Milestone Plan to be reviewed to receive Discovery Funding
• Develop and maintain required Detailed Planning artifacts and manage plan execution
• Determine project scope and manage scope execution across multiple large projects or medium to large programs where scope is subject to change, contains high complexity and high degree of risk, large number of resources, and complex organizational change issues that support complex enterprise or strategic corporate goals
• Develop financial forecasts, record cost variance, anticipate and address delivery challenges, and request budget changes if needed following associated Change Request Process
• Develop high-level milestones during Discovery and develop detailed project schedules during Detailed Planning
• Works with a high degree of autonomy to apply industry leading project and program management knowledge to refine the resource plan, develop a RACI Matrix, conduct a Key-Person Risk Assessment, and Third-Party Support Needs Assessment
• Ensure early identification, resolution, and escalation of project risks through maintenance of Risk and Issue Log and project Pre-Mortem activity
• Drives continuous improvement and efficiencies beyond own scope of responsibility
• Accountable for meeting all business requirements from development through implementation

The Minimum Qualifications

• Bachelor's degree or equivalent experience and expertise
• 8+ years of project management experience
• 1+ years of experience in project management software including but not limited to MS Project and Jira

The Ideal Qualifications

• 10+ years of project management experience, 5+ within a PMO
• 8+ years of experience leading projects impacting core Investment Management and Capital Market systems and business process.
• Proven success in delivering complex long-term projects on time, within budget, and to scope
• Project Management Professional (PMP) certification or equivalent
• Strong understanding of project management methodologies i.e. Agile or Waterfall
• Excellent communication (written and verbal) and interpersonal skills

What to Expect as Part of MassMutual and the Team

• Regular meetings with the portfolio sponsor
• Focused one-on-one meetings with your manager
• Networking opportunities including access to Asian, Hispanic/Latinx, African American, women, LGBTQIA+, veteran and disability-focused Business Resource Groups
• Access to learning content on Degreed and other informational platforms
• Your ethics and integrity will be valued by a company with a strong and stable ethical business with industry leading pay and benefits

#LI-DM2

#CFPMO

MassMutual is an equal employment opportunity employer. We welcome all persons to apply.

If you need an accommodation to complete the application process, please contact us and share the specifics of the assistance you need.

**About the Role:**
**Grade Level (for internal use):**
12
**About the Role:** **We are seeking applicants for the role of** **Associate Director** **in the** **Index Investment Strategy** **in the NY office of S&P Dow Jones Indices (S&P DJI).**
**The Team:**
**Reporting to a Senior Director, you will collaborate with a global team to design, create and promote thought leadership to enhance S&P DJI's revenues, relationships, and reputation. Your contributions will help develop interest in a market-leading range of indices, with a particular focus** **on growing our** **indices in Direct Indexing and Models Portfolios across asset managers, wealth managers, technology platforms and other financial institutions. You will also have the chance to support S&P DJI's market leading SPIVA® research.**
**You will have the potential to work on a wide range of investment topics, calibrated for a wide range of investor sophistication levels, addressed to a global audience of market participants.**
**Responsibilities and Impact:**
**Activities** **span the development and delivery actionable insights across a range of formats. You will:**
**conduct original research with a focus on applications for direct indexing/model portfolios**
**create and maintain analytic and reporting tools**
**support regular market commentary and analysis**
**provide frequent thought leadership and educational presentations internally and externally**
**Responsibilities** **include:**
**act as a subject matter expert for direct indexing and model portfolios**
**executing on relevant research topics**
**answering one-off requests from clients and management**
**producing content for public dissemination and distribution**
**Although you will primarily support your direct line manager, your work will also support a team of colleagues based in London and New York.**
**Compensation/Benefits Information:** **(This section is only applicable to US candidates)**
**S&P Global states that the anticipated base salary range for this position is $135,000 to $165,000. Final base salary for this role will be based on the individual's geographic location, as well as experience level, skill set, training, licenses and certifications.**
**In addition to base compensation, this role is eligible for an annual incentive plan.**
**This role is eligible to receive additional S&P Global benefits. For more information on the benefits we provide to our employees, please click here ( .**
**What we are looking for:**
**Basic Required Qualifications:**
**Collaborative, creative, and curious approach**
**5-10 years of experience in a quantitative role in financial services**
**Strong understanding of markets;**
**Experience related to digital wealth will be an advantage**
**Interest in the global markets and investing landscape**
**Excellence in written and oral communication**
**Excellent analytical and quantitative capabilities (Prior experience with Zephyr/PSN, eVestment, FactSet, CIQ Pro, Morningstar, SPICE, VBA, Python is a plus)**
**The Index Investment Strategy Team's mission** **is to enhance the reputation, relationships, and revenues of S&P Dow Jones Indices through actionable insights. We provide research and commentary across our full range of indices and data sets, covering a wide range of topics including but not limited to: the active-passive debate, factor indices, Climate and ESG indices, risk and volatility, and index dynamics. Our thought leadership promotes index-based investing, trading, and benchmarking to a variety of financial market participants, providing actionable insights at a variety of sophistication levels and frequency.**
**About S&P Global** **Dow Jones Indic** **e** **s**
At S&P Dow Jones Indices, we provide iconic and innovative index solutions backed by unparalleled expertise across the asset-class spectrum. By bringing transparency to the global capital markets, we empower investors everywhere to make decisions with conviction. We're the largest global resource for index-based concepts, data and research, and home to iconic financial market indicators, such as the S&P 500® and the Dow Jones Industrial Average®. More assets are invested in products based upon our indices than any other index provider in the world. With over USD 7.4 trillion in passively managed assets linked to our indices and over USD 11.3 trillion benchmarked to our indices, our solutions are widely considered indispensable in tracking market performance, evaluating portfolios and developing investment strategies.
S&P Dow Jones Indices is a division of S&P Global (NYSE: SPGI). S&P Global is the world's foremost provider of credit ratings, benchmarks, analytics and workflow solutions in the global capital, commodity and automotive markets. With every one of our offerings, we help many of the world's leading organizations navigate the economic landscape so they can plan for tomorrow, today. For more information, visit .
**What's In It For** **You?**
**Our Purpose:**
Progress is not a self-starter. It requires a catalyst to be set in motion. Information, imagination, people, technology-the right combination can unlock possibility and change the world.
Our world is in transition and getting more complex by the day. We push past expected observations and seek out new levels of understanding so that we can help companies, governments and individuals make an impact on tomorrow. At S&P Global we transform data into Essential Intelligence®, pinpointing risks and opening possibilities. We Accelerate Progress.
**Our People:**
We're more than 35,000 strong worldwide-so we're able to understand nuances while having a broad perspective. Our team is driven by curiosity and a shared belief that Essential Intelligence can help build a more prosperous future for us all.
From finding new ways to measure sustainability to analyzing energy transition across the supply chain to building workflow solutions that make it easy to tap into insight and apply it. We are changing the way people see things and empowering them to make an impact on the world we live in. We're committed to a more equitable future and to helping our customers find new, sustainable ways of doing business. We're constantly seeking new solutions that have progress in mind. Join us and help create the critical insights that truly make a difference.
**Our Values:**
**Integrity, Discovery, Partnership**
At S&P Global, we focus on Powering Global Markets. Throughout our history, the world's leading organizations have relied on us for the Essential Intelligence they need to make confident decisions about the road ahead. We start with a foundation of **integrity** in all we do, bring a spirit of **discovery** to our work, and collaborate in close **partnership** with each other and our customers to achieve shared goals.
**Benefits:**
We take care of you, so you can take care of business. We care about our people. That's why we provide everything you-and your career-need to thrive at S&P Global.
Our benefits include:
+ Health & Wellness: Health care coverage designed for the mind and body.
+ Flexible Downtime: Generous time off helps keep you energized for your time on.
+ Continuous Learning: Access a wealth of resources to grow your career and learn valuable new skills.
+ Invest in Your Future: Secure your financial future through competitive pay, retirement planning, a continuing education program with a company-matched student loan contribution, and financial wellness programs.
+ Family Friendly Perks: It's not just about you. S&P Global has perks for your partners and little ones, too, with some best-in class benefits for families.
+ Beyond the Basics: From retail discounts to referral incentive awards-small perks can make a big difference.
For more information on benefits by country visit: Hiring and Opportunity at S&P Global:**
At S&P Global, we are committed to fostering a connected and engaged workplace where all individuals have access to opportunities based on their skills, experience, and contributions. Our hiring practices emphasize fairness, transparency, and merit, ensuring that we attract and retain top talent. By valuing different perspectives and promoting a culture of respect and collaboration, we drive innovation and power global markets.
**Recruitment Fraud Alert:**
If you receive an email from a spglobalind.com domain or any other regionally based domains, it is a scam and should be reported to . S&P Global never requires any candidate to pay money for job applications, interviews, offer letters, "pre-employment training" or for equipment/delivery of equipment. Stay informed and protect yourself from recruitment fraud by reviewing our guidelines, fraudulent domains, and how to report suspicious activity here ( .
---
**Equal Opportunity Employer**
S&P Global is an equal opportunity employer and all qualified candidates will receive consideration for employment without regard to race/ethnicity, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, marital status, military veteran status, unemployment status, or any other status protected by law. Only electronic job submissions will be considered for employment.
If you need an accommodation during the application process due to a disability, please send an email to:   and your request will be forwarded to the appropriate person. 
**US Candidates Only:** The EEO is the Law Poster   describes discrimination protections under federal law. Pay Transparency Nondiscrimination Provision - - Middle Professional (EEO Job Group) (inactive), 20 - Professional (EEO-2 Job Categories-United States of America), RESECH202.2 - Middle Professional Tier II (EEO Job Group)
**Job ID:**
**Posted On:**
**Location:** New York, New York, United States

Our client, a reputable financial institution, is seeking a highly analytical and results-driven Senior Financial Analyst to join their Investment Strategy team. This position requires the candidate to work on-site at our Austin office. You will play a key role in developing and implementing investment strategies, performing in-depth financial analysis, and providing critical insights to guide investment decisions. The ideal candidate possesses a strong understanding of financial markets and a proven ability to analyze complex financial data.

Responsibilities:

• Conduct in-depth financial analysis, including valuation, forecasting, and modeling for various investment opportunities.
• Develop and refine investment strategies, considering market trends, economic conditions, and risk factors.
• Prepare detailed financial reports, investment memorandums, and presentations for senior management and investment committees.
• Monitor portfolio performance, identify variances, and recommend corrective actions.
• Conduct research on macroeconomic trends, industry developments, and competitive landscapes.
• Collaborate with portfolio managers and research teams to support investment decision-making.
• Assist in the preparation of budgets and financial forecasts for investment portfolios.
• Ensure compliance with all relevant financial regulations and internal policies.
• Evaluate potential acquisitions, partnerships, and other strategic financial initiatives.
• Develop and maintain financial models to assess the impact of various investment scenarios.
• Stay current with best practices in financial analysis and investment management.

Qualifications:

• Bachelor's degree in Finance, Economics, Accounting, or a related quantitative field; MBA or CFA designation preferred.
• Minimum of 5 years of experience in financial analysis, investment banking, asset management, or a related financial role.
• Strong understanding of financial markets, investment instruments, and portfolio management principles.
• Proficiency in financial modeling, valuation techniques, and data analysis tools.
• Excellent analytical and problem-solving skills with meticulous attention to detail.
• Ability to work effectively independently and as part of a collaborative team in an on-site environment.
• Strong written and verbal communication skills, with the ability to present complex financial information clearly.
• Experience with financial databases and software (e.g., Bloomberg, Refinitiv Eikon) is a plus.
• Knowledge of regulatory requirements within the financial industry is beneficial.
• Demonstrated ability to manage multiple projects and meet tight deadlines.

This is an exciting opportunity for a talented financial professional to contribute to shaping investment strategies within a dynamic financial organization. If you are a strategic thinker with a passion for financial markets, we encourage you to apply. Our client is committed to fostering an inclusive and diverse workplace. The role is based in Austin, Texas, US .

Our client, a leading financial institution, is seeking a highly analytical and strategic Senior Financial Analyst to join their sophisticated, fully remote finance department. This role is crucial for developing and refining investment strategies, conducting in-depth market research, and providing critical financial insights to senior management. You will be responsible for building complex financial models, performing valuation analyses, and assessing the financial implications of various investment opportunities across diverse asset classes. The ideal candidate will possess a strong quantitative background, exceptional modeling skills, and a deep understanding of financial markets, economic trends, and investment principles. Your responsibilities will include preparing detailed financial reports, presentations, and recommendations for investment committees. You will also monitor portfolio performance, identify risks and opportunities, and contribute to the strategic planning process. This position requires a proactive approach, meticulous attention to detail, and the ability to work independently and collaboratively within a virtual team environment. The successful candidate will have a proven ability to translate complex financial data into actionable insights that drive informed decision-making. Experience with financial databases and analytical software is essential. This is a unique opportunity to shape investment strategies and contribute to significant financial growth while enjoying the flexibility of a remote work arrangement.

Key Responsibilities:

• Develop and maintain sophisticated financial models to support investment strategy formulation and evaluation.
• Conduct thorough due diligence on potential investment opportunities across various asset classes.
• Analyze market trends, economic indicators, and competitive landscapes to identify strategic risks and opportunities.
• Prepare detailed financial reports, performance analyses, and investment recommendations for senior management and investment committees.
• Monitor and assess the performance of existing investment portfolios, providing insights and recommendations for optimization.
• Collaborate with internal and external stakeholders to gather financial data and insights.
• Assist in the development of long-term financial plans and strategic initiatives.
• Ensure accuracy and integrity of financial data used in analyses and reporting.
• Stay current with financial regulations, industry best practices, and emerging investment trends.
• Present complex financial information and strategies clearly and concisely to diverse audiences.

Qualifications:

• Bachelor's degree in Finance, Economics, Mathematics, or a related quantitative field. MBA or CFA designation highly preferred.
• Minimum of 5 years of experience in financial analysis, investment banking, private equity, or asset management.
• Expert proficiency in financial modeling, valuation techniques (DCF, comparable company analysis, precedent transactions), and scenario planning.
• Strong understanding of financial markets, portfolio management, and various investment instruments.
• Advanced skills in Excel, PowerPoint, and financial databases (e.g., Bloomberg, Refinitiv Eikon).
• Excellent analytical, problem-solving, and critical thinking abilities.
• Superior written and verbal communication skills.
• Proven ability to manage multiple priorities and deliver high-quality results in a fast-paced, remote environment.
• Demonstrated experience working independently and as part of a virtual team.

Our client, a dynamic financial institution, is seeking a highly analytical and detail-oriented Senior Financial Analyst to join their esteemed team in Atlanta, Georgia, US . This role is central to developing and refining the company's investment strategies, requiring a deep understanding of market trends, financial modeling, and risk assessment. You will be responsible for conducting in-depth financial analysis, preparing comprehensive reports on investment performance, and providing strategic recommendations to senior management. Key duties include forecasting financial performance, evaluating potential investment opportunities, and modeling various economic scenarios. Collaboration with different departments, including portfolio management, risk management, and operations, will be essential to ensure alignment and successful execution of financial plans. The ideal candidate will possess strong quantitative skills, a mastery of financial software and databases, and the ability to communicate complex financial information effectively to diverse audiences. You will also play a role in developing and maintaining financial models, performing due diligence on potential acquisitions or partnerships, and ensuring compliance with regulatory requirements. This position offers a significant opportunity to influence the company's financial direction and contribute to its sustained growth and profitability. We are looking for a proactive individual with a strong ethical compass and a commitment to excellence in financial analysis and strategy. Your insights will be critical in navigating complex financial landscapes and identifying avenues for competitive advantage.

Our client, a leading FinTech firm revolutionizing the investment landscape, is seeking an accomplished Director of Investment Strategy to join their fully remote, world-class team. This is a critical leadership role responsible for developing and implementing sophisticated investment strategies that drive superior risk-adjusted returns for our diverse clientele. As Director, you will lead the research and analysis of global markets, macroeconomic trends, and asset classes to identify investment opportunities and construct optimal portfolios. Your responsibilities will include developing quantitative and qualitative investment frameworks, managing asset allocation, conducting due diligence on potential investments, and overseeing portfolio construction and risk management. You will collaborate closely with portfolio managers, quantitative analysts, and technology teams to leverage cutting-edge tools and data analytics in informing investment decisions. The ideal candidate possesses a deep understanding of financial markets, diverse investment vehicles (equities, fixed income, alternatives), and sophisticated financial modeling techniques. A strong background in quantitative finance, econometrics, or a related field is essential, along with a proven track record of success in developing and executing successful investment strategies. This is a remote-first position, requiring exceptional communication, presentation, and collaboration skills to effectively engage with a distributed team and senior stakeholders. You will be responsible for articulating complex investment concepts clearly and concisely, contributing to the firm's thought leadership, and ensuring investment strategies align with the company's overall business objectives. We are looking for a strategic thinker with a passion for financial markets and a commitment to delivering exceptional investment outcomes. This is a unique opportunity to shape the investment future of a dynamic FinTech company from anywhere in the world.

Responsibilities:

• Develop, implement, and refine innovative investment strategies across various asset classes.
• Conduct in-depth market research, economic analysis, and competitive intelligence.
• Construct and manage optimal investment portfolios, focusing on risk-adjusted returns.
• Perform due diligence on investment opportunities, including securities and alternative assets.
• Utilize quantitative analysis and financial modeling to support investment decisions.
• Oversee portfolio construction, asset allocation, and risk management processes.
• Collaborate with portfolio managers, traders, and research analysts to execute strategies.
• Communicate complex investment strategies and performance insights to internal teams and external clients.
• Stay abreast of global market trends, regulatory changes, and FinTech advancements.
• Contribute to the firm's intellectual capital and thought leadership.
• Ensure compliance with all regulatory requirements and internal policies.
• Drive innovation in investment product development and service offerings.

Qualifications:

• Master's degree or Ph.D. in Finance, Economics, Mathematics, or a related quantitative field.
• 10+ years of progressive experience in investment management, strategy, or research, preferably within FinTech or asset management.
• Deep understanding of global financial markets, various asset classes, and investment strategies.
• Proven expertise in quantitative analysis, financial modeling, and portfolio construction.
• Experience with risk management frameworks and tools.
• Excellent analytical, problem-solving, and critical thinking skills.
• Strong leadership, communication, and presentation abilities.
• CFA charter or progress towards it is highly desirable.
• Ability to thrive in a fast-paced, fully remote, and collaborative environment.
• Proven track record of developing and implementing successful investment strategies.

Join our pioneering FinTech company and lead investment strategy development from your home office. This role serves the **Nashville, Tennessee, US** market but is entirely remote.

Our client, a rapidly expanding financial services firm based in **Tampa, Florida**, is seeking a highly analytical and strategic Senior Financial Analyst to join their investment strategy team. This hybrid role offers a dynamic work environment where you can leverage your financial acumen to drive key investment decisions. You will be responsible for conducting in-depth financial analysis, developing complex financial models, and providing critical insights to support investment strategy formulation and execution. Your core responsibilities will include market research, competitive analysis, valuation modeling, scenario planning, and performance reporting. You will work closely with portfolio managers, investment committees, and other stakeholders to identify opportunities, assess risks, and recommend strategic financial actions. The ideal candidate will possess a Bachelor's degree in Finance, Economics, Accounting, or a related field, with a strong preference for an MBA or CFA designation. A minimum of 5 years of experience in financial analysis, investment banking, corporate finance, or a similar analytical role is required. Proficiency in financial modeling software, advanced Excel skills, and experience with financial databases (e.g., Bloomberg, Refinitiv) are essential. You should have a strong understanding of financial markets, investment principles, and corporate finance concepts. Excellent analytical, problem-solving, and communication skills are crucial, as is the ability to present complex financial information clearly and concisely to both financial and non-financial audiences. This hybrid position requires regular in-office presence for collaborative meetings and strategic discussions, alongside the flexibility of remote work for focused analytical tasks. If you are a results-oriented financial professional with a passion for investment strategy, we encourage you to apply.