What Jobs are available for Private Equity Roles in the United States?

Job Description
The Portfolio Management Analyst is responsible for administering, maintaining, and optimizing the enterprise portfolio management tool to support project, program, and portfolio management activities. This role ensures the tool is effectively configured to meet organizational needs, enables data-driven decision-making, and provides training and technical support to end-users. The analyst will collaborate with stakeholders across the organization to align the tool's functionality with business objectives and drive operational excellence. Key responsibilities include:
Tool Administration and Configuration:
 · Serve as an administrator and analyst for the Enterprise Portfolio Management tool, ensuring its functionality aligns with organizational requirements.
 · Configure and maintain tool settings, workflows, dashboards, reports, and integrations to support portfolio, program, and project management processes.
 · Manage user access, roles, and permissions, ensuring compliance with security and governance policies
 · Monitor tool performance and troubleshoot issues to ensure seamless operation, may be accountable to ensure effective system upgrades
Data Management and Reporting:
 · Oversee data accuracy and integrity within the enterprise tool, performing regular audits and updates as needed.
 · Develop and maintain custom dashboards, reports, and analytics to provide actionable insights into portfolio performance.
 · Support leadership and stakeholders with data visualization and reporting to drive informed decision-making.
 · Ensure alignment of tool data with organizational KPIs, metrics, and strategic objectives.
Process Optimization and Best Practices:
 · Continuously stay aware of system performance and recommend or implement enhancements to improve usability and efficiency.
 · Collaborate with project managers, portfolio managers, and PMO leaders across the organization to solicit business needs then optimize processes within the enterprise tool to enable their needs.
 · Identify opportunities to streamline workflows and enhance tool utilization ensuring minimal disruption to the business.
 · Stay current on the enterprise product capabilities and industry best practices to recommend improvements.
Training and Support:
 · Provide training to new and existing users on tool functionality, processes, and best practices.
 · Develop user guides, FAQs, and other training documentation to support tool adoption and effective usage.
 · Serve as the first point of contact for technical support related to troubleshooting issues and escalating as necessary.
Stakeholder Collaboration:
 · Partner with cross-functional teams to understand business needs and translate them into tool requirements.
 · Act as a liaison between the organization and enterprise portfolio vendor representatives for tool enhancements, upgrades, and support.
 · Support change management efforts related to tool adoption and updates, ensuring smooth transitions for users.
 · Support portfolio management processes by enabling accurate data capture and reporting.
Project and Portfolio Alignment:
 · Ensure that the enterprise portfolio tool supports portfolio prioritization, resource planning, and project execution.
 · Collaborate with PMO teams to ensure alignment between tool functionality and broader organizational strategies.
Monitor portfolio health and provide recommendations to improve resource allocation and project prioritization.
Compensation:
$88,000 to $138,000
Exact compensation may vary based on several factors, including skills, experience, and education.
We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: and Requirements
Education and Experience:
 · Bachelor's degree in Information Technology, Business Administration, Project Management, or a related field (or equivalent experience).
 · 3+ years of experience in portfolio management tools administration, with Planview (preferred).
 · Experience working within a PMO, IT, or project management environment is a plus.
 · Proficiency in configuring and administering Enterprise Portfolio Management tools (or similar PPM tools).
 · Strong analytical skills with the ability to interpret complex data and generate meaningful insights.
 · Knowledge of portfolio, program, and project management methodologies (e.g., PMI standards, Agile frameworks).
 · Excellent communication and collaboration skills to work with diverse stakeholders.
 · Advanced proficiency in Microsoft Excel and data visualization tools (e.g., Power BI).
Ability to manage competing priorities and meet deadlines in a fast-paced environment. · Project management certifications such as PMP, PRINCE2, or Agile certifications (e.g., Certified ScrumMaster) are a plus.

Thank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place where they can build a career --- a place to expect more opportunities. If you are focused on results, dedicated to quality, strength and integrity, and possess the drive to succeed, then we are your employer of choice.
Regions is dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information that you submit will be collected and reviewed by associates, consultants, and vendors of Regions in order to evaluate your qualifications and experience for job opportunities and will not be used for marketing purposes, sold, or shared outside of Regions unless required by law. Such information will be stored in accordance with regulatory requirements and in conjunction with Regions' Retention Schedule for a minimum of three years. You may review, modify, or update your information by visiting and logging into the careers section of the system.
**Job Description:**
At Regions, the Technology Portfolio Liaison supports the intake of initiatives from technology and the business unit to help determine capacity and sequencing. This role executes intake, prioritization, and impact assessment activities in accordance with policies and standards. The ideal candidate possesses experience working within the business and technology with a keen awareness of the industry at large and competitor portfolios, priorities, strategic investments, etc.
**Primary Responsibilities**
+ Facilitates intake, prioritization, and readiness of requests/initiatives
+ Conducts impact assessments to understand capacity
+ Evaluates work requests to determine the preliminary scope, objectives, and alignment with strategic priorities
+ Analyzes capacity allocation and ensures teams have appropriate capacity and skills
+ Conducts departmental trade-off analysis as needed
+ Develops and/or maintains roadmaps reflecting annual forecasts and quarterly commitments
+ Acts as a resource for technology roadmaps, monitoring for end of life
+ Collaborates across multiple departments, engaging with stakeholders to ensure transparency, alignment, and seamless communication between teams
+ Serves as a key interface between teams, leadership, and stakeholders
+ Consults with the business on how best to leverage technology to meet strategic needs
+ Standardizes the model for workstream intake, charters, and roadmap documentation
+ Works with the business and technology to stay abreast of the industry at large and competitor portfolios, priorities, strategic investments, etc
+ May mentor junior team members and other technology staff
This position is exempt from timekeeping requirements under the Fair Labor Standards Act and is not eligible for overtime pay.
**Requirements**
+ Bachelor's degree in a related field
+ Six (6) years of experience in information technology, project management, or a related area
**Preferences**
+ Experience in banking
**Skills and Competencies**
+ Ability to communicate to influence key stakeholders to take a desired action
+ Ability to consult with the business on how to leverage technology
+ Ability to work under pressure and meet deadlines
+ Advanced knowledge of Technology Portfolio Management
+ Has working knowledge of Project Portfolio Management tools
+ Possess a solid understanding of operations, technology, communications and process
+ Strong analytical, problem-solving skills, and drive for results
+ Strong collaboration skills to leverage strengths and experiences to create the best outcome
+ Strong verbal, written communication, and organizational skills
+ Strong understanding of the ServiceNow Enterprise Architecture module (formerly Application Portfolio Management).
+ In-depth knowledge of CSDM 4.0 concepts and experience implementing and managing technical services.
+ Skilled in designing and implementing ServiceNow:
+ Application inventory management routines
+ Deployment of Business Capabilities
+ Application-to-capability mapping within Enterprise Architecture
+ Application criticality classification and rating
+ Application health assessments and ratings
+ Manage annual certifications by application owners to ensure data accuracy.
+ Oversee portfolio governance and controls, including risk management, audits, regulatory compliance, communications, and deliverables related to the Enterprise Architecture module.
+ Track and report portfolio compliance status to relevant stakeholders, including compliance officers and senior management.
+ Support application lifecycle management governance routines.
_This position is intended to be onsite, now or in the near future. Associates will have regular work hours, including full days in the office three or more days a week. The manager will set the work schedule for this position, including in-office expectations. Regions will not provide relocation assistance for this position, and relocation would be at your expense._
**Position Type**
Full time
**Compensation Details**
Pay ranges are job specific and are provided as a point-of-market reference for compensation decisions. Other factors which directly impact pay for individual associates include: experience, skills, knowledge, contribution, job location and, most importantly, performance in the job role. As these factors vary by individuals, pay will also vary among individual associates within the same job.
The target information listed below is based on the Metropolitan Statistical Area Market Range for where the position is located and level of the position.
**Job Range Target:**
**_Minimum:_**
$110,564.69 USD
**_Median:_**
$139,491.00 USD
**Incentive Pay Plans:**
This job may participate in an annual discretionary bonus plan.
**Benefits Information**
Regions offers a benefits package that is flexible, comprehensive and recognizes that "one size does not fit all" for benefits-eligible associates. ( Listed below is a synopsis of the benefits offered by Regions for informational purposes, which is not intended to be a complete summary of plan terms and conditions.
+ Paid Vacation/Sick Time
+ 401K with Company Match
+ Medical, Dental and Vision Benefits
+ Disability Benefits
+ Health Savings Account
+ Flexible Spending Account
+ Life Insurance
+ Parental Leave
+ Employee Assistance Program
+ Associate Volunteer Program
Please note, benefits and plans may be changed, amended, or terminated with respect to all or any class of associate at any time. To learn more about Regions' benefits, please click or copy the link below to your browser.
Details**
Atlanta Midtown
**Location:**
Atlanta, Georgia
Equal Opportunity Employer/including Disabled/Veterans
Job applications at Regions are accepted electronically through our career site for a minimum of five business days from the date of posting. Job postings for higher-volume positions may remain active for longer than the minimum period due to business need and may be closed at any time thereafter at the discretion of the company.

**Work Schedule**
Standard (Mon-Fri)
**Environmental Conditions**
Office
**Job Description**
As part of the Thermo Fisher Scientific team, you'll discover meaningful work that makes a positive impact on a global scale. Join our colleagues in bringing our Mission to life every single day to enable our customers to make the world healthier, cleaner and safer. We provide our global teams with the resources needed to achieve individual career goals while helping to take science a step beyond by developing solutions for some of the world's toughest challenges, like protecting the environment, making sure our food is safe or helping find cures for cancer.
**Location/Division Specific Information**
This is an onsite/hybrid position in Pittsburgh, PA. No relocation assistance will be provided.
**Discover Impactful Work:**
Key member of Portfolio Management team responsible to assist Portfolio Managers in delivering product strategies and managing new product implementations, ensuring accurate data and compliance. Conduct competitive analysis, support sales and cross-functional collaboration, and handle project administration tasks.
**A day in the Life:**
+ Work with Portfolio Managers to help enable the execution of product category strategies. Functions include: technical understanding of products and their applications to facilitate new product launches, maintenance and tracking of sales and promotional tools, competitive data gathering, preparation/ review of internal/ external communications and performance tracking activities
+ Manage the implementation of new products operationally from start to finish. Responsible for coordination of supplier input of new products, internal coding, gathering compliance requirements, content submission, and communication of product launch.
+ Apply the Product Data Hub to process change orders ensuring accurate product data
+ Adhere to established data governance rules, and participate in Data Governance Steering Committee as necessary
+ Investigate competitive product and promotional activities including: List price comparisons, product gap/ cross reference activities and promotional activities
+ Work to ensure product maintenance is completed and implemented. Functions include: understanding of sales implementation for new product additions and technical knowledge of equivalent substitutes for discontinued items
+ Gather data and provide analysis in support of Portfolio Manager objectives
+ Facilitate and manage product literature inventory, replenishment and elimination of obsolete material
+ Coordinate, manage and respond to incoming sales rep issues relating to products and suppliers
+ Work cross functionally with various departments in support of Portfolio and Project Management objectives. These departments include Product Administration, Supply Chain, Marketing and Sales
+ Administration and coordination of project specific activities including: sales rep training, supplier funding tracking, sales specific requests, supplier quality rating process and yearly pricing activities
**Keys to Success:**
**Education**
+ Bachelor's degree in a business-related field or equivalent work experience
+ High school diploma or equivalent required
**Experience**
+ 2 years of experience working in an office environment
+ Proficiency in Microsoft Office products (Access, Word, PowerPoint, and Outlook) and an ability to learn new software tools efficiently such as Smartsheet
+ Familiarity with internal systems, such as Fisher Scientific mainframe preferred
**Knowledge, Skills, Abilities**
+ Strong Organizational, planning, and time management skills.
+ Strong communication abilities in both spoken and written forms within a wide array of coworkers and potential vendors.
+ Team-player with the ability to work successfully with others.
+ Advanced problem-solving skills.
+ Attention-to-detail, motivated and quick learner.
+ Capability to function well within time constraints and be flexible with shifting priorities.
+ Ability to navigate sophisticated systems and quickly resolve issues.
+ Knowledge of computer applications such as Microsoft Excel, Word, and PowerPoint is required. Smartsheet knowledge preferred.
Thermo Fisher Scientific is an EEO/Affirmative Action Employer and does not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, disability or any other legally protected status.

Thank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place where they can build a career --- a place to expect more opportunities. If you are focused on results, dedicated to quality, strength and integrity, and possess the drive to succeed, then we are your employer of choice.
Regions is dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information that you submit will be collected and reviewed by associates, consultants, and vendors of Regions in order to evaluate your qualifications and experience for job opportunities and will not be used for marketing purposes, sold, or shared outside of Regions unless required by law. Such information will be stored in accordance with regulatory requirements and in conjunction with Regions' Retention Schedule for a minimum of three years. You may review, modify, or update your information by visiting and logging into the careers section of the system.
**Job Description:**
At Regions, the Technology Portfolio Liaison supports the intake of initiatives from technology and the business unit to help determine capacity and sequencing. This role executes intake, prioritization, and impact assessment activities in accordance with policies and standards. The ideal candidate possesses experience working within the business and technology with a keen awareness of the industry at large and competitor portfolios, priorities, strategic investments, etc.
**Primary Responsibilities**
+ Facilitates intake, prioritization, and readiness of requests/initiatives
+ Conducts impact assessments to understand capacity
+ Evaluates work requests to determine the preliminary scope, objectives, and alignment with strategic priorities
+ Analyzes capacity allocation and ensures teams have appropriate capacity and skills
+ Conducts departmental trade-off analysis as needed
+ Develops and/or maintains roadmaps reflecting annual forecasts and quarterly commitments
+ Acts as a resource for technology roadmaps, monitoring for end of life
+ Collaborates across multiple departments, engaging with stakeholders to ensure transparency, alignment, and seamless communication between teams
+ Serves as a key interface between teams, leadership, and stakeholders
+ Consults with the business on how best to leverage technology to meet strategic needs
+ Standardizes the model for workstream intake, charters, and roadmap documentation
+ Works with the business and technology to stay abreast of the industry at large and competitor portfolios, priorities, strategic investments, etc
+ May mentor junior team members and other technology staff
This position is exempt from timekeeping requirements under the Fair Labor Standards Act and is not eligible for overtime pay.
**Requirements**
+ Bachelor's degree in a related field
+ Six (6) years of experience in information technology, project management, or a related area
**Preferences**
+ Experience in banking
**Skills and Competencies**
+ Ability to communicate to influence key stakeholders to take a desired action
+ Ability to consult with the business on how to leverage technology
+ Ability to work under pressure and meet deadlines
+ Advanced knowledge of Technology Portfolio Management
+ Has working knowledge of Project Portfolio Management tools
+ Possess a solid understanding of operations, technology, communications and process
+ Strong analytical, problem-solving skills, and drive for results
+ Strong collaboration skills to leverage strengths and experiences to create the best outcome
+ Strong verbal, written communication, and organizational skills
+ Strong understanding of the ServiceNow Enterprise Architecture module (formerly Application Portfolio Management).
+ In-depth knowledge of CSDM 4.0 concepts and experience implementing and managing technical services.
+ Skilled in designing and implementing ServiceNow:
+ Application inventory management routines
+ Deployment of Business Capabilities
+ Application-to-capability mapping within Enterprise Architecture
+ Application criticality classification and rating
+ Application health assessments and ratings
+ Manage annual certifications by application owners to ensure data accuracy.
+ Oversee portfolio governance and controls, including risk management, audits, regulatory compliance, communications, and deliverables related to the Enterprise Architecture module.
+ Track and report portfolio compliance status to relevant stakeholders, including compliance officers and senior management.
+ Support application lifecycle management governance routines.
_This position is intended to be onsite, now or in the near future. Associates will have regular work hours, including full days in the office three or more days a week. The manager will set the work schedule for this position, including in-office expectations. Regions will not provide relocation assistance for this position, and relocation would be at your expense._
**Position Type**
Full time
**Compensation Details**
Pay ranges are job specific and are provided as a point-of-market reference for compensation decisions. Other factors which directly impact pay for individual associates include: experience, skills, knowledge, contribution, job location and, most importantly, performance in the job role. As these factors vary by individuals, pay will also vary among individual associates within the same job.
The target information listed below is based on the Metropolitan Statistical Area Market Range for where the position is located and level of the position.
**Job Range Target:**
**_Minimum:_**
$110,564.69 USD
**_Median:_**
$139,491.00 USD
**Incentive Pay Plans:**
This job may participate in an annual discretionary bonus plan.
**Benefits Information**
Regions offers a benefits package that is flexible, comprehensive and recognizes that "one size does not fit all" for benefits-eligible associates. ( Listed below is a synopsis of the benefits offered by Regions for informational purposes, which is not intended to be a complete summary of plan terms and conditions.
+ Paid Vacation/Sick Time
+ 401K with Company Match
+ Medical, Dental and Vision Benefits
+ Disability Benefits
+ Health Savings Account
+ Flexible Spending Account
+ Life Insurance
+ Parental Leave
+ Employee Assistance Program
+ Associate Volunteer Program
Please note, benefits and plans may be changed, amended, or terminated with respect to all or any class of associate at any time. To learn more about Regions' benefits, please click or copy the link below to your browser.
Details**
Atlanta Midtown
**Location:**
Atlanta, Georgia
Equal Opportunity Employer/including Disabled/Veterans
Job applications at Regions are accepted electronically through our career site for a minimum of five business days from the date of posting. Job postings for higher-volume positions may remain active for longer than the minimum period due to business need and may be closed at any time thereafter at the discretion of the company.

Job Description

Job Description

Position Summary

The Portfolio Management Analyst will work in a supporting role on the portfolio management activities for performing loans. This role requires an investment professional with experience in loan servicing, asset management, and cashflow modeling.

Responsibilities & Duties

• Ensure compliance with loan covenants.
• Request, obtain and analyze documentation to ascertain current condition of collateral, borrowers and guarantors.
• Maintain watchlist.
• Develop business strategies for early-stage delinquent and matured loans.
• Knowledge of construction lending practices and ability to lead re-underwriting efforts for budgetary changes and loan in balance calculations.
• Work with a servicer to coordinate payoffs and other special Borrower requests.
• Participate in client service, servicing and credit related calls and communications.
• Develop and grow borrower relationships.
• Work with underwriting, accounting, and capital markets in managing the current portfolio.
• Provide exceptional customer service through verbal and written communication.

Required Experience, Skills, & Competencies

• Minimum 3 years of experience in real estate, finance or a related field.
• Excellent Word, PowerPoint and Excel skills.
• Strong written and verbal communication skills.
• Significant attention to detail.

A reasonable estimate of the total compensation range for this role is $75,000-$85,000. The actual salary offer to the successful candidate will be based on job-related education, geographic location, training, licensure and certification, and other factors. CoreVest also offers a competitive benefit package including discretionary corporate bonus program, multiple health plans, STD and LTD options, company sponsored life insurance, fitness reimbursement, paid parental leave, time to volunteer, Paid Time off, ESPP, and 401K matching.

At Redwood Trust, we are committed to fostering an inclusive workplace where diversity is valued, and everyone has the opportunity thrive. We welcome applications from individuals of all backgrounds and experiences. We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.

Our client is seeking a highly analytical and experienced Senior Investment Analyst to join their prestigious financial firm in Colorado Springs, Colorado, US . This role is crucial in supporting the firm's portfolio management team by conducting in-depth research, financial modeling, and performance analysis. You will be responsible for evaluating investment opportunities across various asset classes, developing investment strategies, and providing recommendations to portfolio managers. The ideal candidate will possess a strong understanding of financial markets, economic principles, and quantitative analysis techniques. Your expertise will be vital in identifying risks and opportunities, contributing to the overall success and growth of client portfolios.

Key responsibilities include performing fundamental and quantitative analysis of securities, developing complex financial models to forecast future performance, and preparing detailed investment reports. You will also monitor market trends, economic indicators, and geopolitical events that may impact investment strategies. Collaboration with senior management and other investment professionals is a key aspect of this role, requiring excellent communication and presentation skills. This position offers the flexibility of being fully remote, allowing you to contribute from anywhere while maintaining the high level of performance expected in the Colorado Springs, Colorado, US based financial services sector.

Key Responsibilities:

• Conduct thorough fundamental and quantitative research on investment opportunities across various asset classes (equities, fixed income, alternatives).
• Develop and maintain sophisticated financial models for valuation, forecasting, and scenario analysis.
• Analyze portfolio performance, identify drivers of return, and recommend adjustments.
• Prepare comprehensive investment research reports and presentations for portfolio managers and senior leadership.
• Monitor economic and market conditions, providing insights on their potential impact on investment strategies.
• Collaborate with portfolio managers to refine investment strategies and asset allocation.
• Assist in the due diligence process for potential new investments.
• Ensure compliance with all regulatory requirements and internal policies.
• Stay abreast of industry best practices and emerging investment trends.

Qualifications:

• Master's degree in Finance, Economics, or a related quantitative field.
• CFA charterholder or progress towards CFA designation is highly preferred.
• 5+ years of experience in investment analysis, portfolio management, or a related financial role.
• Advanced proficiency in financial modeling, data analysis, and statistical software (e.g., Excel, Python, R).
• Strong understanding of financial markets, investment strategies, and valuation methodologies.
• Excellent analytical, problem-solving, and critical thinking skills.
• Exceptional written and verbal communication skills, with the ability to present complex information clearly.

Our client, a prestigious financial institution, is seeking a highly analytical and results-driven Senior Investment Analyst to join their Portfolio Management team in **Sacramento, California, US**. This role requires a deep understanding of financial markets, investment strategies, and risk management principles. The successful candidate will be responsible for conducting in-depth financial analysis, evaluating investment opportunities, constructing and managing investment portfolios, and providing strategic recommendations to clients and internal stakeholders. You will play a crucial role in driving investment performance and contributing to the growth of client assets under management. This position offers a challenging and rewarding career in the dynamic world of finance.
Responsibilities:

• Conduct comprehensive research and analysis of financial markets, economic trends, and industry sectors.
• Evaluate investment opportunities across various asset classes, including equities, fixed income, and alternative investments.
• Develop, monitor, and manage investment portfolios to meet client objectives and risk tolerances.
• Perform quantitative and qualitative analysis of securities and investment strategies.
• Prepare detailed investment reports, performance reviews, and market commentary.
• Provide strategic investment recommendations to portfolio managers and client advisory teams.
• Monitor portfolio risk exposures and implement hedging strategies as necessary.
• Build and maintain sophisticated financial models for valuation and forecasting.
• Stay abreast of regulatory changes and market developments affecting investment management.
• Collaborate with traders, research analysts, and client relationship managers.
• Present investment strategies and performance results to clients and internal committees.
• Ensure compliance with all relevant legal and regulatory requirements.
• Identify and assess new investment products and opportunities.
• Contribute to the development of innovative portfolio construction methodologies.
• Assist in due diligence processes for external investment managers.

Qualifications:

• Bachelor's degree in Finance, Economics, Mathematics, or a related quantitative field. CFA designation or progress towards it is highly preferred.
• Minimum of 5 years of experience in investment analysis, portfolio management, or a related financial role.
• Strong understanding of financial modeling, valuation techniques, and risk management.
• Proficiency in financial databases and analytical software (e.g., Bloomberg, FactSet, Excel, Python).
• Excellent analytical, quantitative, and problem-solving skills.
• Exceptional written and verbal communication abilities, with a talent for presenting complex information clearly.
• Demonstrated ability to work independently and collaboratively in a high-pressure environment.
• Deep knowledge of various investment strategies and asset classes.
• High level of integrity and attention to detail.
• CFA Charterholder or progress towards CFA is a significant advantage.

This is an excellent opportunity for a skilled investment professional to make a significant contribution to a leading financial firm.

Our client, a prestigious financial institution, is seeking a highly analytical and driven Senior Investment Analyst to join their elite, fully remote investment team. This position is pivotal in supporting the firm's portfolio management activities, involving in-depth market research, financial modeling, and investment strategy development. You will play a crucial role in evaluating investment opportunities, assessing risks, and contributing to asset allocation decisions across various asset classes. The successful candidate will possess a strong quantitative background, excellent communication skills, and a passion for financial markets. This remote-first role allows you to leverage your expertise from anywhere within the US, collaborating seamlessly with colleagues through advanced digital tools.Location: Indianapolis, Indiana, US

Responsibilities:

• Conduct comprehensive research and analysis of financial markets, economic trends, and specific investment opportunities.
• Develop and maintain sophisticated financial models to evaluate securities, companies, and potential investments.
• Assist in the formulation and implementation of investment strategies and asset allocation.
• Monitor existing portfolio performance, identify risks, and recommend adjustments.
• Prepare detailed investment reports, presentations, and memos for senior management and clients.
• Collaborate with portfolio managers to support investment decisions and client interactions.
• Stay abreast of industry developments, regulatory changes, and market news.
• Perform due diligence on potential investments and conduct risk assessments.
• Contribute to the development of new investment products and strategies.
• Maintain an understanding of various financial instruments, including equities, fixed income, and alternatives.

Qualifications:

• Master's degree in Finance, Economics, Mathematics, or a related quantitative field.
• CFA designation or progress towards CFA strongly preferred.
• 5+ years of experience in investment analysis, portfolio management, or a related financial role.
• Proven ability in financial modeling, valuation techniques, and statistical analysis.
• Deep understanding of capital markets, investment strategies, and portfolio theory.
• Proficiency in financial databases and analytical software (e.g., Bloomberg, FactSet, Refinitiv Eikon).
• Exceptional analytical, critical thinking, and problem-solving skills.
• Excellent written and verbal communication abilities, with the capacity to present complex information clearly.
• Ability to work independently and collaboratively in a remote team environment.
• High ethical standards and a commitment to fiduciary responsibility.

This remote position offers an exceptional career path within investment management, providing significant opportunities for growth and impact within a leading financial services organization.

Our client, a prestigious financial institution, is looking for a talented Senior Investment Analyst to join their dynamic Portfolio Management team. This role is based in Columbus, Ohio, US , offering a hybrid work model that combines the benefits of in-office collaboration with remote flexibility. You will play a critical role in supporting the management of diverse investment portfolios, conducting in-depth financial analysis, and developing investment strategies. Responsibilities include researching and evaluating market trends, analyzing financial statements and economic data, performing valuation modeling, and generating investment recommendations for portfolio managers. You will monitor portfolio performance, identify risks and opportunities, and contribute to client reporting and presentations. The ideal candidate possesses a Bachelor's degree in Finance, Economics, or a related quantitative field, along with 5-7 years of experience in investment analysis, portfolio management, or equity research. A strong understanding of financial markets, investment instruments, and quantitative analysis techniques is essential. Proficiency in financial modeling software and databases (e.g., Bloomberg, FactSet, Excel) is required. Excellent analytical, problem-solving, and communication skills are paramount, along with the ability to work effectively both independently and as part of a collaborative team in a hybrid environment. CFA designation or progress towards it is a plus. If you are a detail-oriented, results-driven professional seeking to advance your career in investment management within a respected firm, we encourage you to apply.