- Wellington (New York, NY)
- …factors, manager research, asset allocation, quantitative investing, and risk management. The Investment Analyst will work as part of a product coverage ... into workflows to enhance efficiency and insight generation. **QUALIFICATIONS** The Investment Analyst role is multi-faceted and requires demonstrated interest… more
- Lincoln Financial (Albany, NY)
- …at a Glance** We are excited to bring on a **Regulatory GAAP and Statutory Investment Reporting Analyst ** to support the Investment Accounting and Reporting ... environment. _Background Details_ As a Regulatory GAAP and Statutory Investment Reporting Analyst , you will be responsible... operations and initiatives. Additionally, this role will also lead team projects related to investment strategic… more
- Wellington (New York, NY)
- …to generate, research, and implement investment ideas for the unconstrained portfolio . In addition, the Analyst will conduct fundamental research that leads ... following essential skills are required for the role: + ** Investment acumen and passion** - The Analyst ...investment recommendations, and communicate their findings to the Portfolio Manager is required. The ideal candidate will be… more
- Wellington (New York, NY)
- …minimum of 10+ years of relevant experience with demonstrated success as an investment analyst * Sector expertise in cyclicals (industrials and materials) ... allow the analyst to communicate their findings to the OppValue portfolio manager. They must exhibit a fundamental, research oriented, bottom-up approach, with… more
- City National Bank (New York, NY)
- …EQUITY SECTOR ANALYST * *OPPORTUNITY OVERVIEW* This position serves as a lead sector analyst within our equity research team, responsible for developing ... sophisticated financial modeling, and expert industry knowledge to generate actionable investment insights that drive portfolio performance across $20B in… more
- S&P Global (New York, NY)
- …+ Experience with lean portfolio management. + Previous experience as a team lead or in a similar role. **Right to Work Requirements:** This role is limited to ... (TGDE) team at S&P Dow Jones Indices is responsible for establishing effective portfolio planning and execution patterns to drive operational excellence and foster a… more
- Citigroup (New York, NY)
- …workstream for Citi's annual recovery and resolution plans (RRP). The M&A Sr. Lead Analyst has day-to-day project management responsibility for the execution of ... coordinating due diligence processes + Executes complex financial modeling and portfolio analysis to evaluate the financial consequences of M&A activity including… more
- JPMorgan Chase (New York, NY)
- …study plus 6 years of experience in the job offered or as Investment Specialist, Investment Associate/ Analyst , Multi-Asset Solutions Specialist, Product ... systems and protocols. Develop and maintain advanced reporting systems for investment guidelines, objectives, and constraints, enhancing data clarity and utility for… more
- Citigroup (New York, NY)
- …fintech, or consulting. + Understanding of wealth banking products, particularly Deposits and Investment product and portfolio analysis is a plus. + Proficient ... of analysis/validation, leveraging relevant programming tools (SQL, Python, Excel) + Lead aspects of the yearly Advisor Scorecard performance planning and execution… more
- Janus Henderson Investors (New York, NY)
- …on timely industry topics. + Conduct in-depth research to support content development, lead portfolio manager and analyst interviews, fact check statements ... edit the firm's most complex and high-profile equities and alternatives investment communications, including macroeconomic commentary, market updates, portfolio … more