Women Investment Professionals

Jobs

Current Positions Available

The following are employment listings received by the Women Investment Professionals for posting on this website. These jobs are posted for 30 days, and can be resubmitted for an additional 30 day posting, if desired. Currently, there is no charge for posting a job. You can submit a job to be posted by email to: info@wipchicago.org

Please Note: Most recent positions are posted at the end of the list.

Head of Sales Development
The Head of Sales Development is a critical role focused on establishing the L&D strategy across all of Nuveen’s Global distribution channels.  The position will be responsible for analyzing organizational needs for development and developing the L&D strategy and ensuring budget to execute this strategy.  This individual will also lead a global team of L&D specialists ensuring alignment across activities and best practices with organizational strategy. As part of a larger Global Sales and Advisor Education team, this role will be expected to actively research, creatively design and implements effective and innovative methods to educate, enhance performance and track retention and success. The position will also ensure alignment with strategic business objectives and maintain high quality standards in instructional design and development for all methods of program delivery.

Key Responsibilities and Duties

  • Organizes and performs compliance risk assessments, monitoring, and surveillance activities to identify compliance issues, concerns, and deficiencies.
  • Independently performs all phases of compliance monitoring and surveillance activities, including developing the scope, documenting applicable risks and controls, developing reproducible scripts, analyzing and interpreting findings, documenting and tracking issues and observations, and drafting written reports.
  • Organizes and implements compliance audits.
  • Designs and implements corrective action plans to resolve compliance issues and to ensure that compliance deficiencies are corrected.
  • Documents compliance activities to provide a record of issues, and to enable easy accessibility and retrieval of documents.
  • Identifies and implements preventative measures, compliance processes, revised policies and procedures to improve the general operation of business unit compliance programs.
  • Partners with IT and business units to support the ongoing administration of tools and technologies used to review electronic correspondence and internal communications.
  • Develops, implements, and maintains operational, risk, and trending reports related to the firm’s oversight of electronic correspondence and internal communications.
  • Reviews reports on the results of compliance and ethics initiatives of applicable business units.
  • Conducts investigations in response to complaints and/or potential violations of rules, regulations, policies, and procedures.
  • Helps coach, review and delegate work to lower level team members.

Educational Requirements

  • University (Degree) Preferred

Work Experience

  • 5+ Years Required; 7+ Years Preferred

FINRA Registrations

  • SRC Indicator: Series 7

Physical Requirements

  • Physical Requirements: Sedentary Work

Career Level
9PL

Required Qualifications

  • Minimum of 5 years of experience in Learning and Development initiatives; specifically leading a high performing team with a focus on skill development and coaching best practices

Preferred Qualifications

  • 7+ years of experience in Learning and Development initiatives; specifically leading a high performing team with a focus on skill development and coaching best practices
  • Bachelor’s degree (master’s degree often preferred)
  • Experience in asset management or financial services preferred
  • FINRA series 7 and 24 (can be obtained within 9 months of employment)
  • Proven success at the helm of the L&D function
  • Familiarity with experiential learning, gamification and emerging trends in L&D
  • Working knowledge of L&D best practices, tools, methodologies and more
  • Experience leveraging digital tools to drive measurable benefits
  • Knowledge of key performance indicators (KPIs) relevant to the L&D function
  • Ability to collaborate with all levels of the organization across multiple business areas
  • Excellent communication skills, both written and verbal
  • Highly skilled, presenter and facilitator; ability to deliver a compelling message with a sense of humor and engaging/dynamic presentation style in a variety of settings
  • Creates immediate credibility and impact with a variety of audiences
  • Persuades and influences others; gains acceptance of ideas from others; ability to present and communicate concepts
  • Excellent planning, organization and time management skills; ability to analyze and prioritize large amounts of information
  • Position requires approximately 25% of domestic travel and periodic international travel

Potential Salary: $210,000.00 USD

Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location.  In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans). 

Company Overview

Nuveen, the investment manager of TIAA, offers a comprehensive range of outcome-focused investment solutions designed to secure the long-term financial goals of institutional and individual investors. Its affiliates offer deep expertise across a comprehensive range of traditional and alternative investments through a wide array of vehicles and customized strategies. For more information about the firm please visit our website at www.Nuveen.com

COVID-19 Vaccination

TIAA requires all U.S. employees to be fully vaccinated against COVID-19 and provide documentation of full vaccination, unless you qualify for an accommodation as determined by TIAA consistent with applicable law.

Benefits and Total Rewards

The organization is committed to making financial well-being possible for its clients, and is equally committed to the well-being of our associates. That’s why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones. Our benefits include a superior retirement program and highly competitive health, wellness and work life offerings that can help you achieve and maintain your best possible physical, emotional and financial well-being. To learn more about your benefits, please review our Benefits Summary.

Equal Opportunity

We are an Equal Opportunity/Affirmative Action Employer. We consider all qualified applicants for employment regardless of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other protected status.

The Group:

The Morningstar Investment Management group (MIM) is a global team guided by Morningstar’s investment principles to deliver great long-term investment results and help investors reach their financial goals. We use our expertise in asset allocation, investment selection, and portfolio construction to create world-class investment strategies built on Morningstar’s research. The group specializes in multi-asset investing, using building blocks in equities, fixed-income, and alternative investments to construct robust portfolios. Through our investment offerings, we support financial advisors, institutions, and the investors they serve.

The Role:

As an Internal Sales Associate for Morningstar Managed Portfolios, you will join our growing US Sales Team by focusing on new and existing advisor base, strengthen investment alignment and principles to increase business. This position is based out of our downtown Chicago office.

Responsibilities:

  • Influence, persuade, and educate advisors on the key benefits of various Morningstar offerings and assist advisors in the evaluation of offerings considering specific client circumstances.
  • Be conversant in all aspects of our managed portfolios program.
  • Build Relationships with advisors and make strong presentations via phone and written communication.
  • Profile and service existing advisor partnerships within your assigned territories.
  • Identify individual objectives, circumstances and needs of the advisor’s business and client base, and work with the advisor to align with Morningstar solutions.
  • Make outbound calls to advisors to fill conferences, webinars and regional events when needed.
  • Ability to perform various operational tasks as needed.
  • Utilize current systems, including Salesforce CRM and Discovery Database to document and manage sales efforts.
  • Work collaboratively and communicate effectively with other areas such as Support, Marketing, Key Accounts and Investment as needed.

Qualifications:

  • Excellent verbal and written communication skills.
  • Demonstrated ability to successfully prospect over the phone to financial advisors.
  • Minimum of 4 years related industry experience.
  • Ability to work independently.
  • Strong interest and ability to explain portfolio management concepts.
  • Series 65 Licensed, or ability to attain licensing within six months of being hired.
  • Bachelor`s degree required.
Apply Online

Morningstar employees are required to be fully vaccinated or submit to regular testing to work in any office. Morningstar’s vaccine policy may be modified to comply with evolving legal requirements and other changing circumstances.

090_MstarInvSvcInc Morningstar Investment Services, Inc. Legal Entity

If you received and accept an offer from us, we require that personal and any related investments be disclosed confidentially to our Compliance team (days vary by region). These investments will be reviewed to ensure they meet Code of Ethics requirements. If any conflicts of interest are identified, then you will be required to liquidate those holdings immediately. In addition, dependent on your department and location of work certain employee accounts must be held with an approved broker (for example all, U.S. employee accounts). If this applies and your account(s) are not with an approved broker, you will be required to move your holdings to an approved broker.

 

The Opportunity

Mesirow Institutional Real Estate Direct Investments provides institutional investors with access to compelling direct investment opportunities and attractive risk-adjusted returns in the real estate market. With more than nearly 300 aggregated years of sector-specific experience and intellectual capital, the team is committed to creating value for investors through well-diversified multi-family asset portfolios.

In support of continued business growth, we are now looking for a senior Executive Assistant to support our c-suite executive team within the business. Key responsibilities will include ensuring completeness and accuracy of client reports and investor presentations and performing a wide variety of critical executive administrative, marketing and support functions for the group.

Mesirow is an independent, employee-owned financial services firm founded in 1937. Headquartered in Chicago, with locations around the world, we serve clients through a personal, custom approach to reaching financial goals. Our positive culture, volunteerism, and opportunity for advancement makes Mesirow one of the few employers to be included in both Chicago Tribune’s Top Places to Work and Crain’s Best Places to Work in Chicago.

Key Responsibilities

  • Prepare and publish investor reports for direct investments (working closely with the senior executive professionals).
  • Responsible for reviewing business plans and investor presentations for potential clients; report findings to Senior Managing Director on a monthly basis.
  • Perform benchmark data and index analysis of client reports.
  • Design and maintain contact database of direct investors.
  • Provide administrative assistance, such as writing and editing e-mails, PowerPoint presentations, drafting memos, and preparing communications on the executive’s behalf as requested.
  • Build relationships and strong partnerships with both internal and external stakeholders.
  • Schedules and coordinates meetings, events, interviews, appointments and/or other similar activities for the group, including coordinating travel and lodging arrangements while adhering to the Travel and Entertainment policy.
  • Prepare expense reports and documentation in a timely manner.
  • Handle confidential information in a professional and discrete manner.
  • Sorts, screens, reviews and distributes incoming and outgoing mail; composes, prepares or ensures timely responses to a variety of written inquires.
  • Responsible for updating and maintaining department contact list database and solicitors log.
  • Provide general administrative support to the wider team.
  • Order office supplies and insures office equipment is adequately stocked and in good working order.
  • Perform other duties and special projects as assigned.    

Essential Qualifications

  • Bachelor’s degree and/or equivalent work experience
  • A min. of 10 years demonstrated experience as an executive assistant supporting c-suite executives preferably within the financial services sector.
  • Highly proficient across the suite of MS Office products (advanced level in PowerPoint) and Adobe.
  • Prior client reporting and investor presentations preparation experience a must.
  • Superior interpersonal and organizational skills, attention to detail and a team player.
  • Experience handling material of a confidential and sensitive nature.
  • Understanding of business priorities and good organization skills.
  • Strong business acumen and professionalism.
  • Ability to work independently and unsupervised and organize and prioritize work assignments.
  • Flexibility in working hours as necessary.
Apply Online

EOE

JOB DESCRIPTION

 New York City Comptroller’s Bureau of Asset Management (BAM) manages a $275B multi-asset class investment portfolio that provides investment services to five separate pension funds. BAM is currently recruiting for a Business and Data Analyst who has experience in using technology tools in a financial services environment to streamline and integrate activities within Asset Management and with outside service providers.

The position resides in the business unit and will support the use and distribution of technology for the operations and investment staff within BAM and will also be responsible for supporting technology implementations (examples include a portfolio reporting/reconciliation platform and a CRM), participating in and/or lead efforts in defining new technology requirements and leveraging existing technology (e.g. data warehouse) to improve the operational capabilities of BAM.

Duties and responsibilities of the position include, but are not limited to, the following:

  • Leverage technology (e.g. data warehouse, risk platform, portfolio and risk reporting platforms) to improve processes in support of investment activities;
  • Implement technology solutions such as OCR and reconciliation capabilities to drive process improvement and data standardization;
  • Analyze, design, develop, test and support custom applications in a variety of environments;
  • Leverage tools (e.g. SQL) to eliminate manual tasks and allow for focusing on higher value operational activities;
  • Work with area managers to identify functions which will benefit from the application of technology solutions and implement those solutions and/or make recommendations for alternatives;
  • Document process flows and technology solutions;
  • Perform user acceptance testing for technology implementations;
  • Research and evaluate software related technologies and projects (e.g. portfolio reporting platforms); and,
  • Perform other related job functions and assignments as may be
MINIMUM QUALIFICATION REQUIREMENTS
  1. BA/BS degree from an accredited college in computer science, business, engineering, or a closely related field, and three (3) or more years of progressively responsible professional experience as business analyst/data analyst implementing complex IT initiatives and/or process reengineering using automation tools, preferably in the Financial Services/Asset Management; or,
  2. Education and/or experience equivalent to “1”
PREFERRED SKILLS IN ADDITION TO MINIMUM QUALIFICATIONS
  •  Clearly demonstrated experience as a business/data analyst working with financial and investment technology tools with a focus on process reengineering through the use of automation tools;
  • Advanced proficiency in Microsoft Excel and querying data in Microsoft SQL Server Management Studio is a must;
  • Proficiency in Data Modelling;
  • Ability to work in a team environment, plan, organize, and work on multiple tasks simultaneously; and,
  • Excellent writing skills and ability to communicate effectively with end-

TO APPLY, GO TO: Employment Opportunities at www.comptroller.nyc.gov

Note: We appreciate every applicant’s interest; however, only those under consideration will be contacted. Certain residency requirements may apply. Under Executive Order 75, all new City employees are subject to mandatory vaccination requirements. Vacancy notices listed as “Until Filled” will be posted for at least five work days.

The NYC Comptroller’s Office is an Equal Opportunity Employer

Apply Online

Department

Investment Private Equity

About the Department

The Office of Investments is committed to protecting and growing the University of Chicago’s endowment assets to support UChicago’s mission of inquiry and academic excellence. Our office invests the University’s endowment while operating under the guidance of the University’s Board of Trustees Investment Committee. The University of Chicago’s endowment pool is one of the 20 largest private university endowments in the United States. The office consists of six internal teams: public markets and absolute return, private equity, real assets, strategy, risk, and investment operations. We thrive on innovation and active sourcing of investment opportunities. We believe superior investment opportunities rarely find us, instead we seek them out.

Job Summary

The Investment Office is seeking an Analyst to become an active member of our investment team, a group of portfolio managers and fellow analysts who value teamwork, intellectual curiosity, and collaboration. Under the direct supervision of senior managers, the Analyst will perform a wide range of activities to support the team’s efforts in identifying and screening new investment managers and conduct monitoring and benchmarking analysis of manager’s performance. A successful candidate will have the opportunity to meet with leading investors from around the world, and their work as an Investment Analyst will directly impact the financial foundation of the institution, ensuring continuation of the University of Chicago mission for current and future generations.

This unique opportunity is for applicants who have demonstrated 1-5 years of exemplary work ethic. Beyond a bachelor’s degree, we are seeking collaborators that possess strong analytical, writing, verbal communication, and organizational skills. Intellectual curiosity and critical thinking are of utmost importance. For Analysts pursuing advanced education, the University offers financial support for an MBA at the Booth School of Business and a CFA Charterholder designation. This position has the ability to work remotely on Thursdays and Fridays, unless needed in the office for on-site manager visits.

Responsibilities

  • Assists the team in investment analysis to drive decisions in our diversified, global portfolio under direct supervision of the managing director. 
  • Supports the team in sourcing, research, analysis, and ongoing due diligence of external investment managers; includes meeting with managers, conducting rigorous quantitative/risk analysis, reviewing manager reports and letters, attending annual meetings, and debating investment theses with the team. 
  • Prepares data-driven investment memos recommending compelling investments for our portfolios.  
  • Researches, prepares, and write memos and presentations that explore market trends, evaluate specific risks, and formulate views and recommendations related to enhancing returns across the portfolios over the long term.  
  • Assists with other project-related work including topics such as liquidity analysis, fee/term analysis, portfolio company metrics, and portfolio exposures.
  • Writes meeting notes and track documents and other qualitative and quantitative information related to our investments. 
  • Networks with institutional peers and managers to stay informed about investment trends and discover compelling investment opportunities. 
  • Collaborates with team members in other asset classes to share best practices, refine underwriting and reporting processes, and conduct topical analysis. 
  • Interfaces with colleagues on the Risk and Investment Operations teams to investigate and resolve issues in a timely manner.  
  • Interacts with multiple constituencies across the University as well as external partners and audiences. Represent the University at meetings with managers, peers, and at industry events.
  • Prepares exhibits for use in presentations to the management team and Investment Committee. 
  • Supports many facets of the investment process, including the selection and monitoring of external investment specialists across asset classes.
  • Sources and performs due diligence of potential new investments. Performs industry analysis to determine investment attractiveness of various investment strategies.
  • Performs other related work as directed.

Minimum Qualifications

Education:

  • Minimum requirements include a college or university degree in related field.

Work Experience:

  • Minimum requirements include knowledge and skills developed through 2-5 years of work experience in a related job discipline.

Preferred Qualifications 

Education:

  • Coursework in finance or accounting.

Certifications:

  • Work towards a CFA designation. 

Technical Skills or Knowledge:

  • Bloomberg, Cambridge Associates data and benchmarking processes. 
  • Experience with data analytics. 
  • Experience with software programs such as AirTable and Tableau. 
  • Advanced Excel skills and proficiency in Microsoft Office products.
  • Learn various software programs used by the Investment Office.  

Competencies:

  • Strong analytical skills, including the ability to grasp complex data problems and collaborate with senior team members to enhance analytical frameworks to identify unique insights. 
  • Strong writing skills; draft investment previews and memos.
  • Identify and distill relevant facts and present them in a coherent concise manner; record meeting notes, identify themes/concerns, draw conclusions, and identify next steps. 
  • Strong verbal communication skills; communicate effectively with team, external constituents, and the broader Investment Office.
  • Comfortable with being in the weeds, and at other times, looking at the bigger picture; adept at moving between these two perspectives. 
  • Strong organizational skills; operate with a great deal of autonomy and manage work processes, communicate work flows, and ensure deadlines are met, often in an environment with changing priorities.
  • Exemplary work ethic.
  • Fast-paced environment and team processes a considerable volume of activity; enjoy and embrace this type of work culture.  
  • An interest in portfolio management and institutional investing. Curiosity and a continuous desire to expand knowledge of the investment process, capital markets, decision-making, and economics.   
  • Function effectively as a team member and work independently as needed.  
  • Thorough professionalism; exposure to confidential information and high-profile individuals, maintain strict confidentiality and exercise strong judgement.  ​

Working Conditions 

  • Office setting. ​

Application Documents 

  • Resume/CV (required) 
  • Cover Letter (required) 

When applying, the document(s) MUST be uploaded via the My Experience page, in the section titled Application Documents of the application.

Job Family

Financial Management

Role Impact

Individual Contributor

FLSA Status

Exempt

Pay Frequency

Monthly

Scheduled Weekly Hours

37.5

Benefits Eligible

Yes

Requires Compliance with University Covid-19 Vaccination Requirement

Yes

Drug Test Required

No

Health Screen Required

No

Motor Vehicle Record Inquiry Required

No

Posting Statement
 
Employees must comply with the University’s COVID-19 vaccination requirements. More information about the requirements can be found on the University of Chicago Vaccination GoForward.

The University of Chicago is an Affirmative Action/Equal Opportunity/Disabled/Veterans Employer and does not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity, national or ethnic origin, age, status as an individual with a disability, protected veteran status, genetic information, or other protected classes under the law. For additional information please see the University’s Notice of Nondiscrimination.

Staff Job seekers in need of a reasonable accommodation to complete the application process should call 773-702-5800 or submit a request via Applicant Inquiry Form.

We seek a diverse pool of applicants who wish to join an academic community that places the highest value on rigorous inquiry and encourages a diversity of perspectives, experiences, groups of individuals, and ideas to inform and stimulate intellectual challenge, engagement, and exchange.

All offers of employment are contingent upon a background check that includes a review of conviction history.  A conviction does not automatically preclude University employment.  Rather, the University considers conviction information on a case-by-case basis and assesses the nature of the offense, the circumstances surrounding it, the proximity in time of the conviction, and its relevance to the position.

The University of Chicago’s Annual Security & Fire Safety Report (Report) provides information about University offices and programs that provide safety support, crime and fire statistics, emergency response and communications plans, and other policies and information. The Report can be accessed online at: http://securityreport.uchicago.edu. Paper copies of the Report are available, upon request, from the University of Chicago Police Department, 850 E. 61st Street, Chicago, IL 60637.

JOB DESCRIPTION

 New York City Comptroller’s Bureau of Asset Management (BAM) manages a $275B multi-asset class investment portfolio that provides investment services to five separate pension funds. BAM is currently recruiting for a Business and Data Analyst who has experience in using technology tools in a financial services environment to streamline and integrate activities within Asset Management and with outside service providers.

 

The position resides in the business unit and will support the use and distribution of technology for the operations and investment staff within BAM and will also be responsible for supporting technology implementations (examples include a portfolio reporting/reconciliation platform and a CRM), participating in and/or lead efforts in defining new technology requirements and leveraging existing technology (e.g. data warehouse) to improve the operational capabilities of BAM.

Duties and responsibilities of the position include, but are not limited to, the following:

  • Leverage technology (e.g. data warehouse, risk platform, portfolio and risk reporting platforms) to improve processes in support of investment activities;
  • Implement technology solutions such as OCR and reconciliation capabilities to drive process improvement and data standardization;
  • Analyze, design, develop, test and support custom applications in a variety of environments;
  • Leverage tools (e.g. SQL) to eliminate manual tasks and allow for focusing on higher value operational activities;
  • Work with area managers to identify functions which will benefit from the application of technology solutions and implement those solutions and/or make recommendations for alternatives;
  • Document process flows and technology solutions;
  • Perform user acceptance testing for technology implementations;
  • Research and evaluate software related technologies and projects (e.g. portfolio reporting platforms); and,
  • Perform other related job functions and assignments as may be
MINIMUM QUALIFICATION REQUIREMENTS
  1.  BA/BS degree from an accredited college in computer science, business, engineering, or a closely related field, and three (3) or more years of progressively responsible professional experience as business analyst/data analyst implementing complex IT initiatives and/or process reengineering using automation tools, preferably in the Financial Services/Asset Management; or,
  2. Education and/or experience equivalent to “1”
PREFERRED SKILLS IN ADDITION TO MINIMUM QUALIFICATIONS

 

  • Clearly demonstrated experience as a business/data analyst working with financial and investment technology tools with a focus on process reengineering through the use of automation tools;
  • Advanced proficiency in Microsoft Excel and querying data in Microsoft SQL Server Management Studio is a must;
  • Proficiency in Data Modelling;
  • Ability to work in a team environment, plan, organize, and work on multiple tasks simultaneously; and,
  • Excellent writing skills and ability to communicate effectively with end-

TO APPLY, GO TO: Employment Opportunities at www.comptroller.nyc.gov

Note: We appreciate every applicant’s interest; however, only those under consideration will be contacted. Certain residency requirements may apply. Under Executive Order 75, all new City employees are subject to mandatory vaccination requirements. Vacancy notices listed as “Until Filled” will be posted for at least five work days.

The NYC Comptroller’s Office is an Equal Opportunity Employer

JOB DESCRIPTION

 The New York City Comptroller’s Office Bureau of Asset Management (BAM) is responsible for oversight of the investment portfolio of the New York City Retirement Systems (Systems), which is comprised of five pension systems. This $267 billion portfolio is managed primarily by external investment managers, and is largely invested in publicly traded securities, with growing allocations to private equity, real estate, infrastructure, hedge funds and opportunistic fixed income investments.

The Senior Investment Officer will assist in overseeing the investment activity of private real estate investments, which are valued at $12 billion on behalf of the Systems. Under the general direction of the Head of the division, responsibilities include, but are not limited to, the following:

  • Working with the Systems’ consultants, identify, review and evaluate prospective investment opportunities; conduct due diligence on investment opportunities;
  • Assist the General Counsel’s office in negotiating terms and conditions of new investment agreements and other related contracts. Prepare and present decision-making documents for internal Investment Committees and Boards of Trustees;
  • Monitor and manage the portfolio of existing investments to ensure compliance with the terms of the limited partnership agreement and other contracts;
  • Design criteria and parameters for research analyses on market trends, strategies, industries, sectors, geographies, and other topics as required; ensure the accuracy of partnership reporting, including the financial statements, quarterly reports, notices of distributions, capital calls and investment valuations;
  • Overseeing the development of internal databases of existing investments including developing framework for analyzing the performance of existing investments, internal and external risk models; financial models and performing technical analyses;
  • Review and make recommendations on amendment requests, consent notices and other contract changes; participate in limited partner advisory committee meetings, annual meetings and quarterly update calls;
  • Utilize relationships with general partners to monitor fund developments; design reports to track Systems’ investment activity; and assist in developing agenda for investment conferences and other events;
  • Delegate and mentor junior staff in all areas of the business; and,
  • Perform related assignments or special projects as required
MINIMUM QUALIFICATION REQUIREMENTS
  •  Master’s degree in business administration, economics, finance, or a closely related field and four (4) or more years of full-time experience in a financial services organization with progressively increasing responsibility for complex financial transactions and considerable exposure to debt and/or equity commercial real estate or similar experience at a consulting firm or in a closely related area; or,
  • BS/BA degree from an accredited college or university and six (6) or more years of full-time satisfactory experience as listed above; or,
  • A satisfactory equivalent of education and experience mentioned
PREFERRED SKILLS IN ADDITION TO MINIMUM QUALIFICATIONS
  •  10+ years of experience in a financial services organization in debt and/or equity commercial real estate;
  • Must possess expert knowledge of financial principles and concepts that are crucial to the underwriting and valuation of commercial real estate;
  • Experience in portfolio management, structuring and monitoring;
  • Excellent financial analysis, writing, presentation, interpersonal, communication and organizational skills;
  • Proficiency in Microsoft Excel and other Microsoft Office Suite

TO APPLY, GO TO: Employment Opportunities at www.comptroller.nyc.gov

The selected candidate will be subject to the financial disclosure requirements of the office’s Personal Trading Policy.

Note: We appreciate every applicant’s interest; however, only those under consideration will be contacted. Certain residency requirements may apply. Under Executive Order 75, all new City employees are subject to mandatory vaccination requirements. Vacancy notices listed as “Until Filled” will be posted for at least five workdays.

The NYC Comptroller’s Office is an Equal Opportunity Employer

JOB DESCRIPTION

The Bureau of Asset Management (BAM) is responsible for oversight of the investment portfolios of the New York City Retirement Systems (Systems). The Systems’ $270 billion portfolio is managed primarily by external investment managers and is largely invested in publicly traded securities, with additional allocations to private equity, real estate, infrastructure, hedge funds, and opportunistic fixed income investments.

The Senior Investment Officer will assist in overseeing the investment activity of the Systems’ private equity fund investments. Under the supervision of the Private Equity Asset Class Head, responsibilities include, but are not limited to, the following:

  • Leading initiatives to identify, review, and evaluate prospective investment opportunities; conducting due diligence on investment opportunities; updating internal database of prospective investment opportunities;
  • Developing framework for analyzing the historical track record of prospective investment opportunities and other financial analyses; constructing financial models and performing technical analyses; summarizing the due diligence findings in investment recommendation memoranda for internal Investment Committee and Boards of Trustees;
  • Preparing and presenting investment recommendations and results to BAM’s Investment Committee and the Systems’ Boards of Trustees;
  • Reviewing deal documents and working with the investment team, the General Counsel’s office, and consultants in negotiating terms and conditions of new investment agreements and other related contracts;
  • Monitoring and managing the portfolio of existing investments to ensure compliance with the terms of the limited partnership agreement and other contracts and expectations; overseeing development of internal database of existing investments; preparing presentations and analyses used in annual implementation and strategic plans;
  • Designing criteria and parameters for research analyses on market trends, strategies, industries, sectors, geographies, and other topics as required; ensuring the accuracy of partnership reporting, including the financial statements, quarterly reports, notices of distributions, capital calls, and investment valuations;
  • Reviewing and making recommendations on amendment requests, consent notices, and other contract changes; participating in limited partner advisory committee meetings, annual meetings, and quarterly update calls; writing investment update reports, briefing memoranda, and meeting summaries
  • Utilizing relationships with general partners to monitor fund developments; designing reports to track Systems’ investment activity; and assisting in developing agenda for investment conferences and other events; and,
  • Performing related assignments or special projects as may be
MINIMUM QUALIFICATION REQUIREMENTS
  •  A Master’s degree from an accredited college or university in business, economics, finance, accounting or a closely related field, and four (4) or more years of progressively responsible experience in a financial services organization handling complex financial transactions with considerable exposure to private equity funds or similar experience at a consulting firm/bank; or,
  •  BS/BA degree from an accredited college with major studies in the fields mentioned above and six (6) or more years of progressively responsible professional experience as described above; or,
  •  A satisfactory equivalent of education and experience mentioned
PREFERRED SKILLS IN ADDITION TO MINIMUM QUALIFICATIONS
  • Must possess an expert knowledge of financial principles and concepts that are crucial to the underwriting and valuation of private equity partnerships;
  • Experience in investment manager sourcing and due diligence, portfolio management, structuring, and monitoring;
  • Professional certification such as CFA or CAIA, or equivalent;
  • Excellent accounting, financial, writing, presentation, interpersonal, communication and organizational skills;
  • Expertise with Microsoft Office applications including Word, Excel, and PowerPoint.

TO APPLY, GO TO: Employment Opportunities at www.comptroller.nyc.gov

 The selected candidate will be subject to the financial disclosure requirements of the office’s Personal Trading Policy.

Note: We appreciate every applicant’s interest; however, only those under consideration will be contacted. Certain residency requirements may apply. Under Executive Order 75, all new City employees are subject to mandatory vaccination requirements. Vacancy notices listed as “Until Filled” will be posted for at least five workdays.

The NYC Comptroller’s Office is an Equal Opportunity Employer

JOB DESCRIPTION

The New York City Comptroller’s Office Bureau of Asset Management (BAM) is responsible for oversight of the investment portfolio of the New York City Retirement Systems (Systems), which is comprised of five pension systems. This $267 billion portfolio is managed primarily by external investment managers, and is largely invested in publicly traded securities, with growing allocations to private equity, real estate, infrastructure, hedge funds and opportunistic fixed income investments.

The Investment Officer will assist in overseeing the investment activity of private real estate investments, which are valued at $12 billion on behalf of the Systems. Under the general direction of the Head of the division, responsibilities include, but are not limited to, the following:

  • Working with the investment team and the Systems’ consultants to identify, review and evaluate prospective investment opportunities; conducting due diligence on investment opportunities; overseeing development of internal database of prospective investment opportunities; developing framework for analyzing the historical track record of prospective investment opportunities and other financial analyses; constructing financial models and performing technical analyses;
  • Assisting the investment team, the General Counsel’s office, and consultants in negotiating terms and conditions of new investment agreements and other related contracts; and preparing and presenting decision-making documents for internal Investment Committees and Boards of Trustees;
  • Monitoring and managing the portfolio of existing investments to ensure compliance with the terms of the limited partnership agreement and other contracts; overseeing development of internal database of existing investments; developing framework for analyzing the performance of existing investments; constructing financial models and performing technical analyses;
  • Designing criteria and parameters for research analyses on market trends, strategies, industries, sectors, geographies and other topics as required; insuring the accuracy of partnership reporting, including the financial statements, quarterly reports, notices of distributions, capital calls and investment valuations;
  • Reviewing and making recommendations on amendment requests, consent notices and other contract changes; participating in limited partner advisory committee meetings, annual meetings and quarterly update calls;
  • Utilizing relationships with general partners to monitor fund developments; designing reports to track Systems’ investment activity; and assisting in developing agenda for investment conferences and other events;
  • Delegate and mentor junior staff in all areas of the business;
  • Performing related assignments or special projects as required.

MINIMUM QUALIFICATION REQUIREMENTS

  • Master’s degree in business administration, economics, finance, or a closely related field and three (3) or more years of full-time satisfactory experience in a financial services organization, with progressively increasing responsibility for complex financial transactions and considerable exposure to debt and/or equity commercial real estate or similar experience at a consulting firm or in a closely related area; or,
  • BS/BA degree from an accredited college or university and five (5) or more years of full-time satisfactory experience as listed above; or,
  • A satisfactory equivalent of education and experience mentioned

PREFERRED SKILLS IN ADDITION TO MINIMUM QUALIFICATIONS

  •  7+ years of experience in a financial services organization in debt and/or equity commercial real estate;
  • Must possess an expert knowledge of financial principles and concepts that are crucial to the underwriting and valuation of commercial real estate;
  • Strong Fluency in Microsoft Excel and the other Microsoft Office Suite applications;
  • Excellent financial, writing, presentation, interpersonal, communication, and organizational

TO APPLY, GO TO: Employment Opportunities at www.comptroller.nyc.gov

The selected candidate will be subject to the financial disclosure requirements of the office’s Personal Trading Policy.

Note: We appreciate every applicant’s interest; however, only those under consideration will be contacted. Certain residency requirements may apply. Under Executive Order 75, all new City employees are subject to mandatory vaccination requirements. Vacancy notices listed as “Until Filled” will be posted for at least five workdays.

The NYC Comptroller’s Office is an Equal Opportunity Employer

JOB DESCRIPTION

The Bureau of Asset Management (BAM) is responsible for oversight of the investment portfolio of the New York City Retirement Systems (Systems). This $260 billion portfolio is managed primarily by external investment managers, and is largely invested in publicly traded securities, with growing allocations to private equity and real estate. The Investment Officer will assist in the oversight of investment activity related to fixed income investments managed on behalf of the New York City Retirement Systems. The present policy allocation for fixed income is approximately 30% of the total funds.

Under the supervision of the Head of Fixed Income, responsibilities include, but are not limited to, the following:

  • Periodic contacts with fixed income investment managers, performs regular monitoring and evaluation activities for such managers. Interacts with systems’ investment consultants to optimize the performance of their part of the plans’ portfolios;
  • Participates in the search and selection process for fixed income managers and selection committees in other asset classes;
  • Analyzes data on investment program benchmarks and market indexes and reviews spreadsheets and data bases; Designing criteria and parameters for research analyses on market trends, strategies, industries, sectors, geographies and other topics as required
  • Conducts research on fixed income investment issues that impact the portfolios;
  • Suggests improvements to investment policy statements and investment advisor guidelines, and drafts and maintains relevant documentation;
  • Assists with the legal documentation process and works with the General Counsel’s office to help finalize fund documents;
  • Undertakes special projects that impact the Bureau of Asset Management as assigned by the Head of Fixed Income; and,
  • Performs other related assignments or special projects as may be
MINIMUM QUALIFICATION REQUIREMENTS
  1. A Master’s degree from an accredited college, with major studies in Finance, economics, accounting, or business, or a closely related field, and three (3) or more years of progressively responsible full-time professional experience administering publicly traded investment activities and/or overseeing managers of publicly traded investments for a financial organization, with substantial exposure to fixed income investments, or similar experience at a consulting firm; or,
  2. BS/BA degree from an accredited college with major studies in the fields mentioned above and five (5) or more years of progressively responsible professional experience as described above; or,
  3. A satisfactory equivalent of education and experience mentioned
PREFERRED SKILLS IN ADDITION TO MINIMUM QUALIFICATIONS
  •  Clearly demonstrated substantial professional investment experience in fixed income strategies, including governments, mortgages, investment grade credit and treasury inflation protected securities is strongly preferred;
  • Chartered Financial Analyst Certification is ideal;
  • MBA or a graduate degree in Finance;
  • Experience in investment manager sourcing and due diligence, portfolio management, structuring and monitoring;
  • Excellent interpersonal, communication, report writing and organizational skills (includes Microsoft Office Suite proficiency).

TO APPLY, GO TO: Employment Opportunities at www.comptroller.nyc.gov

The selected candidate will be subject to the financial disclosure requirements of the office’s Personal Trading Policy.

Note: We appreciate every applicant’s interest; however, only those under consideration will be contacted. Certain residency requirements may apply. Under Executive Order 75, all new City employees are subject to mandatory vaccination requirements. Vacancy notices listed as “Until Filled” will be posted for at least five work days.

The NYC Comptroller’s Office is an Equal Opportunity Employer

JOB DESCRIPTION

The New York City Comptroller’s Office Bureau of Asset Management (BAM) is responsible for oversight of the investment portfolio of the New York City Retirement Systems (Systems), which includes five major pension systems. The Systems’ $275 billion portfolio is managed primarily by external investment managers, and is largely invested in publicly traded securities.

The Investment Officer will assist in overseeing the Public Equity allocation, which currently totals approximately $130 billion. Under the general direction of the Head of the division, responsibilities include, but are not limited to:

  • Working with the investment team and the Systems’ consultants to identify, review and evaluate both prospective and current investment managers;
  • Documenting the investment manager due diligence process;
  • Constructing financial models and performing related analyses;
  • Monitoring and relationship management of a portion of the portfolio of existing investment managers;
  • Preparing and presenting decision-making documents for the internal BAM Investment Committee and Boards of Trustees;
  • Overseeing the funding of investment managers and the transition of assets;
  • Drafting, maintaining and revising investment manager guidelines and providing input for policy statements, as needed;
  • Designing criteria and parameters for analysis of market trends, strategies, industries, sectors, geographies and other topics as required;
  • Ensuring the accuracy of periodic reports, and,
  • Performing related assignments or special projects as
MINIMUM QUALIFICATION REQUIREMENTS
  • A Master’s degree from an accredited college or university in business, economics, finance, accounting or a closely related field, and three (3) or more years of progressively responsible experience in a financial services organization handling complex financial issues with considerable exposure to public equity funds, and asset management (private equity, public equity, hedge funds, etc.) or similar experience at a consulting firm/bank; or,
  •  BS/BA degree from an accredited college with major studies in the fields mentioned above and five (5) or more years of progressively responsible professional experience as described above; or,
  •  A satisfactory equivalent of education and experience as described above.
PREFERRED SKILLS IN ADDITION TO MINIMUM QUALIFICATIONS
  • Demonstrated expertise and experience in public equity investment manager sourcing, evaluation and due diligence is strongly preferred;
  • Experience in portfolio management, structuring and monitoring;
  • Hands-on experience in producing monthly, quarterly and annual investment materials;
  • CFA Charterholder, or progress toward earning the Charter is strongly preferred;
  • Excellent quantitative, writing, presentation, interpersonal, communication and organizational skills;
  • Proficiency in Microsoft Office Suite (Word, Excel and PowerPoint).

TO APPLY, GO TO: Employment Opportunities at www.comptroller.nyc.gov

The selected candidate will be subject to the financial disclosure requirements of the office’s Personal Trading Policy.

Note: We appreciate every applicant’s interest; however, only those under consideration will be contacted. Certain residency requirements may apply. Under Executive Order 75, all new City employees are subject to mandatory vaccination requirements. Vacancy notices listed as “Until Filled” will be posted for at least five work days.

The NYC Comptroller’s Office is an Equal Opportunity Employer

JOB DESCRIPTION

 The New York City Comptroller’s Office is responsible for oversight of the investment portfolios of the New York City Retirement Systems (Systems). This $275 billion portfolio is primarily managed by external investment managers, and is largely invested in publicly traded securities, with significant allocations to private equity, real assets, hedge funds, and opportunistic fixed income investments.

The Risk Officer will utilize various tools to assess and monitor market risk, reporting on portfolio risks and in evaluating external investment managers. Under the direction of senior staff, incumbent will be responsible for performing ad-hoc portfolio analysis requiring independent research. In addition, the Risk Officer will be a key resource in the design and implementation of expanded risk tools and reports for various teams within the organization.

Reporting to the Chief Risk Officer, the Risk Officer’s responsibilities include, but are not limited to, the following:

  • Analyze portfolio risk using quantitative models and review the implications of potential investment decisions on total portfolio risk;
  • Assist in the design and implementation of risk reporting for multiple client groups within the organization;
  • Perform ad-hoc analysis requiring independent research and facility with various programming languages;
  • Participate in the identification and evaluation of new risk strategies and technology;
  • Test and document technical processes and procedures;
  • Assist in the oversight of enterprise risks beyond portfolio risks;
  • Perform other related assignments and special projects as may be
MINIMUM QUALIFICATION REQUIREMENTS
  1. Master’s degree from an accredited university in a quantitative discipline such as finance, mathematics, engineering or closely related field and a minimum of four (4) years’ experience working in investment banking or asset management, preferably in analyzing both Fixed income and Equity investments at a financial institution, consulting firm or a closely related area; or,
  1. BS/BA degree from an accredited college in one of the fields mentioned above and six (6) or more years of progressively responsible professional experience as described above; or,
  1. A satisfactory equivalent of education and/or experience mentioned
PREFERRED SKILLS IN ADDITION TO MINIMUM QUALIFICATIONS 
  • Familiarity with the use of a risk analysis application such as MSCI’s BarraOne, Blackrock Aladdin or FactSet;
  • Familiarity with Asset/Liability management;
  • Chartered Financial Analyst (CFA), Financial Risk Manager (FRM) or similar professional designation;
  • Programing skills (R, MATLAB, Python, VBA, C# );
  • Excellent interpersonal, communication, report writing and organizational

TO APPLY, GO TO: Employment Opportunities at www.comptroller.nyc.gov

The selected candidate will be subject to the financial disclosure requirements of the office’s Personal Trading Policy.

Note: We appreciate every applicant’s interest; however, only those under consideration will be contacted. Certain residency requirements may apply. Under Executive Order 75, all new City employees are subject to mandatory vaccination requirements. Vacancy notices listed as “Until Filled” will be posted for at least five work days.

JOB DESCRIPTION

 The Bureau of Asset Management (BAM) is responsible for oversight of the investment portfolios of the New York City Retirement Systems (Systems). This over $270 billion total portfolio is managed primarily by external investment managers and is largely invested in publicly-traded securities with additional allocations to private equity, real assets, hedge funds, and alternative credit investments. The Compliance department works to ensure investments comply with all relevant City, State and Federal law, the Systems’ investment guidelines, and asset allocation decisions made by the Systems and their Trustees.

The Compliance Officer will work with the Chief Compliance Officer (CCO) to identify and implement policies and workflows to monitor regulatory compliance both within the Bureau and with the Systems’ external managers and consultants on issues relevant to the financial services industry.

Reporting directly to the CCO and working with the compliance staff, the Compliance Officer’s responsibilities include, but are not limited to:

  • Working with BAM Investment Strategy and the Office of the General Counsel, perform comprehensive compliance-related operational due diligence and disclosure form review on all new and existing public and private market manager recommendations and investments.
  • Assisting the CCO in performing a compliance review of presentation materials such as investment memos and presentations for NYC retirement systems’ Trustees and other external parties.
  • Maintaining the Bureau’s Business Continuity and Disaster Recovery Plan and developing training and reporting to BAM’s senior leadership team.
  • Evaluating ways to improve internal Compliance processes including but not limited to public market investment guideline monitoring, compliance training, and the annual ethics & compliance questionnaire for 300+ investment managers and consultants.
  • Assisting the Chief Compliance Officer in maintaining the Agency’s Personal Trading Policy, including setting up electronic data feeds for multiple brokers.
  • Researching and providing reporting to the Chief Compliance Officer on changes in regulatory rules and practices affecting investment firms who manage assets for the NYC retirement systems.
  • Conducting ad hoc projects as required by the Chief Compliance
MINIMUM QUALIFICATION REQUIREMENTS 
  1. A master’s degree from an accredited college or university with major studies in business, economics, finance, or a related field and three (3) or more years of progressively responsible experience in a financial services compliance role and/or carrying out compliance functions for a large and/or complex SEC registered investment advisor, broker/dealer, consulting firm, or in a related area; or,
  1. BS/BA degree from an accredited college with major studies in the fields mentioned above and five (5) or more years of progressively responsible professional experience as described above; or,
  1. Satisfactory equivalent of education and/or experience equivalent to “1”
PREFERRED SKILLS IN ADDITION TO MINIMUM QUALIFICATIONS 
  • Understanding of the U.S. Securities and Exchange Commission’s Investment Advisers Act of 1940, specifically Rules 206(4)-7, 204A-1, and 206(4)-5;
  • Proactive in identifying process deficiencies and compliance risks and presenting possible solutions;
  • Practices a strong ethical code of conduct and commitment to a culture of compliance;
  • Solid writing, communication and time management skills, can be adaptable and balance multiple assignments and department priorities;
  • Ability to work both independently and collaboratively with teams;
  • Working experience with Microsoft Office applications (Word, Excel, PowerPoint, Outlook, SharePoint, Teams).

TO APPLY, GO TO: Employment Opportunities at www.comptroller.nyc.gov

The selected candidate will be subject to the financial disclosure requirements of the office’s Personal Trading Policy.

Note: We appreciate every applicant’s interest; however, only those under consideration will be contacted. Certain residency requirements may apply. Under Executive Order 75, all new City employees are subject to mandatory vaccination requirements. Vacancy notices listed as “Until Filled” will be posted for at least five workdays.

JOB DESCRIPTION

 The Bureau of Asset Management (BAM) is responsible for oversight of the investment portfolio of the New York City Retirement Systems (Systems). This $250 billion portfolio is managed primarily by external investment managers. The Systems retain public equity ownership rights. The Corporate Governance and Responsible Investment unit develops and implements active ownership programs for public equities, including voting proxies for a global portfolio of more than 10,000 companies; engaging portfolio companies on their environmental, social and governance risks, policies and practices, including through the filing of shareholder proposals; and advocating for company-specific and regulatory reforms to protect investors and strengthen shareholder rights. The Corporate Governance Coordinator will assist in coordinating and executing the proxy voting, research and engagement activities of the unit. Under the supervision of the Executive Director of Corporate Governance, and in close collaboration with a team of Investment Analysts with extensive proxy voting experience, the Corporate Governance Coordinator’s duties will include, but are not limited to, the following:

  • Coordinating proxy voting policies and company engagement activities and workflow, including standardizing record keeping and reporting; developing and maintaining processes and flowcharts to ensure the consistent application of proxy voting policies on complex and nuanced issues, such as executive compensation and shareholder proposals;
  • Creating and maintaining high-profile company watch lists for U.S. and global markets; voting U.S and global proxies in accordance with the Systems’ corporate governance and proxy voting policies and guidelines; review and recommend policy revisions to reflect emerging corporate governance and sustainability issues and evolving best practice;
  • Coordinating and performing in-depth company-specific and issue-based research on wide range of environmental, social and governance business risks and practices to inform: (1) voting, engagement, and policy updates in S. and global markets; and (2) the development of the System’s shareholder proposal focus list;
  • Engaging portfolio company management and directors in dialogue, both independently and in collaboration with other institutional investors, on a broad range of environmental, social and corporate governance-related matters, including drafting and submitting concise shareholder proposals.
  • Drafting and editing documents such as correspondence, memos, shareholder proposals and reports; maximizing use of available existing research and technology resources to enhance efficiency, oversight and effectiveness of proxy voting and engagement operations, and identify additional resource requirements;
  • Coordinating and leading the unit’s responsibilities relating to the selection and oversight of vendor relationships and contracts; serving as the point person for operational support and problem-solving; and, performing other related duties and functions as may be required.
MINIMUM QUALIFICATION REQUIREMENTS

 

  1. BA/BS degree from an accredited college or university, with majors in economics, finance, business administration, sustainability-related policy, or a related area, and four (4) or more years of experience in corporate governance and sustainability, executive compensation, proxy voting, public equity investing and portfolio management, or a related area, at least eighteen (18) months of this experience must have been in a managerial, administrative, or supervisory capacity. Supervision must have included supervising staff performing professional work in the areas described above; or,
  1. MS/MA degree from an accredited college or university and three (3) or more years of experience in positions of progressively increasing responsibility in the areas mentioned above, including at least eighteen (18) months of managerial, administrative or supervisory experience as described in “1” above; or,
  1. A satisfactory equivalent of education and experience mentioned
PREFERRED SKILLS IN ADDITION TO MINIMUM QUALIFICATIONS

 

  • Deep subject matter expertise in specific aspects of corporate governance and sustainability (e.g. executive compensation, climate-related financial risks, etc.);
  • Familiarity with SEC filings and/or shareholder proposals, Bloomberg terminal and sources for financial and non-financial information on publicly-traded companies;
  • Demonstrated ability to be proactive, take initiative, exercise sound judgment, solve problems and manage multiple priorities;
  • Team-oriented with excellent analytical, research, organizational and communication skills (oral and written), including proficiency with Microsoft Office, Word, Excel and PowerPoint.

TO APPLY, GO TO: Employment Opportunities at www.comptroller.nyc.gov

The selected candidate will be subject to the financial disclosure requirements of the office’s Personal Trading Policy.

Note: We appreciate every applicant’s interest; however, only those under consideration will be contacted. Certain residency requirements may apply. Under Executive Order 75, all new City employees are subject to mandatory vaccination requirements. Vacancy notices listed as “Until Filled” will be posted for at least five work days.

 

JOB DESCRIPTION

 The New York City Comptroller’s Bureau of Asset Management is responsible for oversight of the investment portfolios of the New York City Retirement Systems (Systems). This $270 billion portfolio is managed primarily by external investment managers and is largely invested in publicly traded securities with significant allocations to private equity, real estate, infrastructure, hedge funds, and alternative credit.

The Head of the Real Estate Investment team will oversee a staff of Real Estate Investment professionals who work with the System’s trustees and their consultants to identify and recommend investments as well as monitor the Real Estate portfolio (currently valued at approximately $12 billion).

Reporting to the Chief Investment Officer, responsibilities of the position include, but are not limited to, the following:

  • Work with the Systems’ Boards of Trustees and their Consultants to design and implement the Real Estate investment plans of the Retirement Systems;
  • Manage the Real Estate team;
  • Develop investment programs, guidelines and monitoring procedures to oversee the existing portfolio and identify new investment opportunities; conduct and research on market trends to inform investment recommendations;
  • Perform due diligence through quantitative analysis and qualitative interpretation of existing and prospective Real Estate investments; create and maintain databases of investment information to support existing investments and identify future opportunities;
  • Prepare detailed written recommendations in support of new and follow-on investments or programs; assist attorneys and consultants in the negotiation and documentation of terms and conditions of Real Estate investments;
  • Manage relationships with investment partners including ongoing monitoring and reporting of investment activities and, as appropriate, serving on limited partner committees or in other capacities. Proactively address significant events. Provide oversight of activities including (but not limited to) capital calls and distributions, amendment requests, consent notices and compliance with the terms of limited partnership agreements;
  • Measure and present performance results of the portfolio and individual investments to the Systems’ Boards of Trustees and to the Bureau of Asset Management Investment Committee;
  • Participate in the Bureau of Asset Management’s review and recommendation of investments, portfolio asset allocation, portfolio rebalancing and other investment functions; and,
  • Perform related assignments or special projects as may be
MINIMUM QUALIFICATION REQUIREMENTS 
  1. Graduate degree from an accredited university in economics, finance, business, or a closely related field, and seven (7) or more years of progressively responsible full-time professional experience in a financial services organization with over $25 billion in assets with progressively increasing responsibility in institutional debt and/or equity real estate investments or similar experience at a consulting, strategic advisory or government entity or closely related area, with at least eighteen (18) months or more in a managerial, administrative, or supervisory capacity. Supervision must have included supervising staff performing professional work in the areas described above; or, 
  1. BA/BS degree from an accredited college and ten (10) or more years of progressively responsible experience in a financial services organization as described in “1” above, including at least eighteen (18) months of managerial, administrative or supervisory experience as described in “1” above.
PREFERRED SKILLS IN ADDITION TO MINIMUM QUALIFICATIONS
  •  Prior experience analyzing, sourcing and overseeing a diverse Real Estate portfolio;
  • Extensive experience managing Real Estate investment professionals;
  • Ability to foster strong relationships with investment partners and trustees;
  • Chartered Financial Analyst Certification (CFA) or equivalent; and,
  • Excellent interpersonal, communication, presentation, report writing and organizational
TO APPLY, GO TO: Employment Opportunities at www.comptroller.nyc.gov

 The selected candidate will be subject to the financial disclosure requirements of the office’s Personal Trading Policy.

Note: We appreciate every applicant’s interest; however, only those under consideration will be contacted. Certain residency requirements may apply. Under Executive Order 75, all new City employees are subject to mandatory vaccination requirements. Vacancy notices listed as “Until Filled” will be posted for at least five workdays.

 

JOB DESCRIPTION

 The New York City Comptroller’s Office Bureau of Asset Management (BAM) is responsible for oversight of the investment portfolios of the New York City Retirement Systems (Systems) totaling over $270 billion in assets. The portfolio is managed primarily by external Investment Managers and is largely invested in publicly traded securities with additional allocations to private equity, real assets, hedge funds, and alternative credit. The Group Head of the Public Markets Middle & Back Office Support group will report to the Executive Director of Investment Operations Support (IOS). The Public Markets Middle & Back Office Support group performs functions to support the public markets investment staff and oversight of the public market investment accounts throughout the lifecycle of the investment. Duties and responsibilities of the Public Markets Middle & Back Office Support Group Head include, but are not limited to, the following:

  • Oversees all functions performed within the Public Markets Middle & Back Office Support group, managing the Public Investment Middle Office team and the Public Markets Oversight This role manages two teams of operations professionals and assigns, and monitors tasks, provides training and evaluates performance;
  • Leads meetings and discussions representing Public Markets Middle & Back Office Support group;
  • Manages the process of transferring funds and assets to and from investment managers for initial funding, transition and rebalance events and terminations;
  • Manages the onboarding of investment managers including account and market opening and all internal and external documentation Maintain the accuracy of all public investment attributes in the account master database;
  • Works with the Executive Director, of Investment Operations Support to design policies, procedures and practices which are used in the operational oversight of third-party services providers to the NYCRS investment portfolio. These service providers include but are not limited to: Custodian, Security Lending Agent, Foreign Exchange provider, Class Action Service Provider, Tax Advisor and Alternatives Administrator;
  • Ensures that third -party service providers are performing as defined by engagement contracts and continually evaluates the performance criteria to ensure they appropriately support BAM and are current with industry offerings;
  • Performs operational due diligence for potential public market investment managers, oversees the review of monthly Investment Manager Reconciliations and oversight of accounts;
  • Creates and maintains written process documentation for the group; and,
  • Performs other related duties and functions as may be

 

MINIMUM QUALIFICATION REQUIREMENTS 

  1. A baccalaureate degree from an accredited college, and six (6) or more years of satisfactory full‐ time experience in a financial services organization handling either Middle Office functions or Back Office operational support/oversight functions similar to those described in the bulleted list of the job description above; at least 18 months of this experience must have been in an administrative, managerial, or supervisory capacity, supervising professional staff engaged in performing functions mentioned above; or,
  1. Education and/or experience equivalent to ʺ1ʺ A graduate degree or a valid New York State Certified Public Accountant (CPA) license can be substituted for two (2) years of professional experience as described in “1” above.
PREFERRED SKILLS IN ADDITION TO MINIMUM QUALIFICATIONS 
  • Supervisory experience managing a team of finance/accounting professionals and/or serving as a project manager for the execution of investment transitions;
  • Familiarity with My State Street and other asset management tools preferred;
  • Superior project management skills and demonstrated ability to multitask across various functional areas is ideal;
  • Strong communications skills including excellent Microsoft Office (Excel, PowerPoint) computer skills at the user level.

TO APPLY, GO TO: Employment Opportunities at www.comptroller.nyc.gov

The selected candidate will be subject to the financial disclosure requirements of the office’s Personal Trading Policy.

Note: We appreciate every applicant’s interest; however, only those under consideration will be contacted. Certain residency requirements may apply. Under Executive Order 75, all new City employees are subject to mandatory vaccination requirements. Vacancy notices listed as “Until Filled” will be posted for at least five workdays.

 

JOB DESCRIPTION

 The Bureau of Asset Management (BAM) is responsible for oversight of the Investment Portfolios of the New York City Retirement Systems (Systems) totaling over $240 billion in assets as of June 30, 2022. The portfolio is managed primarily by external Investment Managers and is largely invested in publicly- traded securities with additional allocations to private equity, real assets, hedge funds, and opportunistic fixed income investments.

The Public Markets group provides support and oversight for all of the accounts related to Investment Managers for publicly-traded securities. Reporting directly to Investment Operations Support’s Group Head of Public Markets, responsibilities of the position include, but are not limited to, the following:

  • Performs oversight of monthly Investment Manager accounting reconciliations of Investment Manager records to Custodian Identifies material discrepancies and communicates with Investment Manager and determines a resolution;
  • Reviews monthly transaction activity primarily for rebalances and transition of assets within accounts and creates a report and distributes to Retirement System Accountants;
  • Provides Investment Managers with monthly official performance;
  • Interacts with Retirement Systems in answering questions/resolving issues;
  • Provides insights and recommendations for accounting activity; reviews data for Investment Manager compliance for use in KPI’s; reviews semiannual Investment Manager Report cards and domestic corporate action verifications;
  • Creates, refines and maintains written process documentation for the oversight of publicly- traded security accounts; and,
  • Performs other related duties and functions as required.

MINIMUM QUALIFICATION REQUIREMENTS 

  1. A baccalaureate degree from an accredited college, including or supplemented by 24 semester credits in accounting, business administration, economics, finance, law, mathematics, or statistics and one (1) or more years of satisfactory full‐time experience in investment activities of a governmental agency, financial institution, or brokerage firm; or,
  1. A baccalaureate degree from an accredited college and two (2) or more years of satisfactory full‐ time experience in investment activities of a governmental agency, financial institution, or brokerage firm.

PREFERRED SKILLS IN ADDITION TO MINIMUM QUALIFICATIONS 

  • Familiarity with My State Street and other asset management tools preferred;
  • Investment accounting/operations of a governmental agency, financial institution, or brokerage firm;
  • Excellent Microsoft Office (Excel, PowerPoint) computer skills at the user level.

TO APPLY, GO TO: Employment Opportunities at www.comptroller.nyc.gov

 The selected candidate will be subject to the financial disclosure requirements of the office’s Personal Trading Policy.

Note: We appreciate every applicant’s interest; however, only those under consideration will be contacted. Certain residency requirements may apply. Under Executive Order 75, all new City employees are subject to mandatory vaccination requirements. Vacancy notices listed as “Until Filled” will be posted for at least five workdays.

JOB DESCRIPTION

 The Bureau of Asset Management (BAM) is responsible for oversight of the investment portfolios of the New York City Retirement Systems (Systems). This over $260 billion total portfolio is managed primarily by external investment managers and is largely invested in publicly-traded securities with additional allocations to private equity, real assets, hedge funds, and alternative credit investments.

The Compliance Analyst will help to identify and implement policies and workflows to monitor regulatory compliance within the Bureau, as well as with the Systems’ external managers and consultants on issues relevant to the financial services industry. The department works to ensure investments comply with all relevant City, State and Federal law, the Systems’ investment guidelines, and asset allocation decisions made by the Systems and their Trustees.

Reporting directly to the Chief Compliance Officer and working with the compliance staff, the Compliance Analyst’s responsibilities include, but are not limited to:

  • Working with BAM Investment Strategy and the Office of the General Counsel, perform comprehensive compliance-related operational due diligence and disclosure form review on all new and existing public and private market manager recommendations and investments;
  • Assisting the compliance team to help resolve portfolio trades and investments that do not comply with investment policy statements and investment guidelines;
  • Administering an annual compliance questionnaire to all investment managers and consultants, ensuring manger compliance with Trustee policy and regulatory requirements;
  • Monitoring and creating monthly metrics for the Bureau’s 3rd party meeting tracker that ensures compliance with the Agency’s placement agent ban;
  • Managing the oversight of the 3rd party political contributions platform; and,
  • Conducting special projects as required by the Chief Compliance
MINIMUM QUALIFICATION REQUIREMENTS 
  1. BA/BS degree from an accredited college or university with major studies in business or finance or a closely related field and two (2) or more years of progressively responsible experience in a compliance role with a large and/or complex registered investment advisor or broker/dealer, or in a related capacity; or
  2. Satisfactory education and/or experience equivalent to “1”
PREFERRED SKILLS IN ADDITION TO MINIMUM QUALIFICATIONS
  • Clearly demonstrated substantial regulatory compliance experience in public and private investments, asset management or a related field;
  • Basic knowledge of the S. Securities and Exchange Commission’s Investment Advisers Act of 1940, specifically Rules 206(4)-7, 204A-1, and 206(4)-5 a plus;
  • Strong time management skills, adaptable, with the ability to balance multiple assignments and department priorities, meet deadlines and manage changing priorities;
  • Ability to work both independently and in a team environment; proactive and can independently carry out projects to their completion; principled and committed to a culture of compliance;
  • Working knowledge of Microsoft Office Suite (Word, Excel, PowerPoint, Outlook, SharePoint, Teams ) expected.

TO APPLY, GO TO: Employment Opportunities at www.comptroller.nyc.gov

The selected candidate will be subject to the financial disclosure requirements of the office’s Personal Trading Policy.

Note: We appreciate every applicant’s interest; however, only those under consideration will be contacted. Certain residency requirements may apply. Under Executive Order 75, all new City employees are subject to mandatory vaccination requirements. Vacancy notices listed as “Until Filled” will be posted for at least five workdays.

Job TitleTRS Investment Officer 1 w/Traineeship
Position TypeCivil Service
Appointment TypeContingent Permanent
Salary
For current NYSTRS employees hired prior to 4/1/2015:
Grade 14-$52,961 – $69,102
Grade 16-$59,240 – $77,295
Grade 18-$66,261 – $86,456

All other applicants:
Grade 14-$52,961– $66,141
Grade 16-$59,240 – $73,983
Grade 18-$66,261 – $82,752
Salary Grade18
Position Summary
All applications to NYSTRS should be done via the https://nystrs.peopleadmin.com/ site. NYSTRS will never ask you to submit private information via email or direct you to submit private information to another site as part of our recruitment process.

These positions are eligible for a 60% remote/40% in-office flexible work option as outlined in NYSTRS’ Flexible Work Pilot Program.

The TRS Investment Officer 1/Trainee will provide operational and analytical support to investment-related departments (Public Equities, Fixed Income, Real Estate, Private Equity and Risk Management) which will include trade and capital call processing; cash management; accounting and reconciliations; investment rates of return calculations and attribution analysis; proxy voting; data governance and monthly and quarterly investment reporting and compliance. We are seeking to fill two (2) vacancies in this title.
Minimum Qualifications
Traineeship Enter at the Grade 14

A bachelor’s degree or higher in Accounting, Business Administration, Economics, Finance, Mathematics, Statistics, Engineering, or in a closely related field.

Traineeship Enter at Grade 16

A bachelor’s degree or higher in Accounting, Business Administration, Economics, Finance, Mathematics, Statistics, Engineering, or in a closely related field; and one year of professional investment experience.

Qualifying experience includes:
Investment-related duties reflecting a fundamental knowledge of the financial markets and an understanding of the economic forces that impact the financial markets, or analysis of financial or economic data; investment risk or portfolio management; investment operations; investment compliance, investment auditing, investment accounting, and quantitative analysis.

Commercial real estate investing (investment acquisitions or asset management) or commercial mortgage lending, specifically involving the financing, investing in, leasing of, or asset management of large commercial real estate assets (generally properties worth $10 million or more);

Non-qualifying experience includes:
Activities applicable to small commercial properties (e.g., two to four family homes), the sale or brokerage of single-family homes, or experience marketing or selling financial service products to individuals, as performed by financial advisors and stockbrokers.

Grade 18 
 
A bachelor’s degree or higher in Accounting, Business Administration, Economics, Finance, Mathematics, Statistics, Engineering or in a closely related field, and two years of professional investment experience. 
 
Qualifying experience includes: 
Investment-related duties reflecting a fundamental knowledge of the financial markets and an understanding of the economic forces that impact the financial markets, or analysis of financial or economic data; investment risk or portfolio management; investment operations; investment compliance, investment auditing, investment accounting, and quantitative analysis. 
 
Commercial real estate investing (investment acquisitions or asset management) or commercial mortgage lending, specifically involving the financing, investing in, leasing of, or asset management of large commercial real estate assets (generally properties worth $10 million or more); 
 
Non-qualifying experience includes: Activities applicable to small commercial properties (e.g., two to four family homes), the sale or brokerage of single-family homes, or experience marketing or selling financial service products to individuals, as performed by financial advisors and stockbrokers. 
 
Substitutions: Successful completion of all three levels of the CFA exam may substitute for two years of experience; a Chartered Alternative Investment Analyst (CAIA) designation, a Certified Commercial Investment Member (CCIM), a Member of the Appraisal Institute (MAI), or a Certified Public Accountant (CPA) may substitute for one year of experience; and a master’s degree in Business Administration concentrating in Finance or a closely related concentration may substitute for two years of experience.
Preferred Qualifications
– Commitment to providing exceptional customer service
– Excellent communication skills
– Excellent interpersonal skills
– Ability to effectively work within a deadline driven environment
– Ability to multi-task and manage changing priorities
– Strong presentation skills
– Experience and understanding of Private and Public Market investments
– Experience interpreting GASB/FASB statements
– Experience reading/interpreting legal documents
– Knowledge of data management processes and design principles
– Advanced knowledge of Microsoft Excel and familiarity with Microsoft Access
– Industry experience with Investment Analytics, Trading, Data Governance, Portfolio Management or Investment Research
– Experience with attribution analysis certifications – CPACFACIPM, etc.
Physical Demands
None
EEO Statement
NYSTRS is an equal opportunity employer. We are committed to fostering an inclusive environment where diversity is valued and recognized as a source of strength and enrichment. We seek to attract talented people from a diverse range of backgrounds and cultures, and encourage women, people of color, LGBTQ individuals, people with disabilities, members of ethnic minorities, foreign-born residents, and veterans to apply.
Job Duties

 

Description
The duties of the TRS Investment Officer 1/Trainee include, but are not limited to, the following:
– Trade processing and accounting related to internally managed investment portfolios
– Coordinating and monitoring investment portfolio reconciliation, reporting and accounting for externally managed investment portfolios including public market portfolios, as well as real estate and alternative investments
– Cash processing and other activities requiring interaction with the custodial bank
– Operational compliance functions of a statutory and regulatory nature
– Oversight and accounting for the securities lending program
– Calculate and/or review investment performance at portfolio, asset class and total fund levels
– Analysis of investment related activities, fees, valuations and attribution
– Work with investment staff/investment reporting requirements
– Support data governance initiatives, policies, procedures and structure
– Quarterly board investment reporting including performance, asset allocation and proxy reports
– Conduct research on investment related concepts and topics
Posting Detail Information

 

Posting NumberCS0392P
Application Deadline10/21/2022
Special Instructions to Applicants
There are currently no mandatory re-employment lists at this time. However, please note that if such a list is certified against this title prior to the completion of the selection process, candidates applying based on meeting the minimum qualifications or transferability under Civil Service Law can no longer be considered.
The work hours of this position are subject to change in accordance with Article 12 of the collective bargaining agreement.
This position falls under NYSTRS’ Personal Trading policy, which requires pre-clearance of personal trades and reporting of trading activity.
Apply Online
Job TitleTRS Investment Officer 2 – Risk Management
Position TypeCivil Service
Appointment TypePermanent
Salary
For current NYSTRS employees hired prior to 4/1/2015:
$86,110 to $112,354

All other applicants:
$86,110 to $107,540
Salary Grade23
Position Summary
All applications to NYSTRS should be done via the https://nystrs.peopleadmin.com/ site. NYSTRS will never ask you to submit private information via email or direct you to submit private information to another site as part of our recruitment process.

These positions are eligible for a 60% remote/40% in-office flexible work option as outlined in NYSTRS’ Flexible Work Pilot Program.

This position’s primary responsibilities are to support the System’s investment risk management program and provide quantitative and qualitative support to the System’s enterprise risk management program.
Minimum Qualifications
A bachelor’s degree and three years of professional experience in any combination of the following: investment risk or portfolio management, investment operations, investment compliance, investment auditing, investment accounting or quantitative analysis.
Substitutions: An advanced degree in accounting, business administration, economics, finance, information services, mathematics, risk management or a closely related field may substitute for one year of professional experience; successful completion of all three levels of the CFA exam may substitute for one year of professional experience. A maximum of one year of experience substitution is permitted.
Preferred Qualifications
• High ethical standards and commitment to fiduciary responsibilities of a pension fund
• Strong knowledge of current risk management methodology.
• Strong knowledge of modern portfolio theory, capital markets, stress test modeling, and investment risk management tools
• Demonstrated experience in stress test modeling, portfolio risk and performance attribution analyses, risk mitigation strategies, investment risk management tools, and risk analysis software
• Knowledge of climate transition and ESG risk analysis and associated third-party data vendors
• Strong Excel skills and knowledge of data management methodologies
• Ability to create visualizations utilizing Tableau, or other business intelligence software, to help facilitate communication of complex concepts –
• Ability to conduct quantitative risk-related analyses, evaluate the implications of the results, and communicate findings to
senior Risk and Fund leaders
• Demonstrated experience presenting or facilitating a risk based discussions on capital market, operational, and other risks
and assist in investment diligence and decision making with a solutions-oriented mindset
• Strong stakeholder management skills in order to drive cooperative relationships with various internal and external partners
• 3+ years of relevant risk management experience; related capital-markets experience and/or institutional investment
background preferred
• Chartered Financial Analyst (CFA), Financial Risk Manager (FRM) or Chartered Alternative Investment Analyst (CAIA)
•Commitment to providing exceptional customer service
•Excellent communication skills
•Excellent interpersonal skills
Physical Demands
None
EEO Statement
NYSTRS is an equal opportunity employer. We are committed to fostering an inclusive environment where diversity is valued and recognized as a source of strength and enrichment. We seek to attract talented people from a diverse range of backgrounds and cultures, and encourage women, people of color, LGBTQ individuals, people with disabilities, members of ethnic minorities, foreign-born residents, and veterans to apply.
Job Duties

 

Description
Working under the direction of department management, the TRS Investment Officer 2-Risk Management is responsible for, but not limited to, the following duties:
• Assist in development, implementation and application of risk metrics and methodologies
• Assist in development, monitor, analyze and report of investment risk exposures
• Document risk exposures and report these exposures, along with policy exceptions to department management
• Assist in overseeing the maintenance of the investment risk framework and software system
• Prepare and review various risk reports for the Risk Department, Management and/or the System’s Retirement Board
• Assist in design and conduct scenario-based analysis and stress tests on the System’s multi-asset class investment portfolios to determine range of potential outcomes
• Lead risk meetings to communicate results of testing/reviewing activities and identify new or changed processes requiring enhancements risk inventories
• Mentor, train, and develop less experienced staff in the fundamentals of risk management
• May supervise junior level staff
Apply Online
Posting Detail Information

 

Posting NumberCS0393P
Application Deadline10/21/2022
Special Instructions to Applicants
There are currently no mandatory re-employment lists at this time. However, please note that if such a list is certified against this title prior to the completion of the selection process, candidates applying based on meeting the minimum qualifications or transferability under Civil Service Law can no longer be considered.
The work hours of this position are subject to change in accordance with Article 12 of the collective bargaining agreement.
This position falls under NYSTRS’ Personal Trading policy, which requires pre-clearance of personal trades and reporting of trading activity.
Verus is in search of a Performance Analyst to join our office in Seattle, WA. Candidates should be process-minded, detail oriented, flexible, and able to work in a fast-paced environment.
 
The Performance Analyst is primarily responsible for tracking, monitoring and producing Investment Performance Reports, contributing to research, and providing client support.

Verus is an independent, institutional investment consulting firm.  Since 1986, we have been working closely with our clients and other professionals to add value to their investment portfolios by providing research driven investment solutions that address their specific needs.  Through independent, conflict-free advice and investment expertise, our professionals strive to be the driving force that empowers clients to achieve their investment objectives. We are looking for a talented professional who embodies our firm values of diligence, professionalism, expertise, client service, and collaboration.

We offer a competitive benefits package including medical, dental, life, disability, and vision insurance; 401(k) program with a company match; section 125 cafeteria plan; CFA and other professional certifications sponsorship; 11 paid holidays; and 15 days of paid time off the first year of employment.

In addition, our boutique firm allows us to have an exceptionally convivial corporate culture with opportunities for career development and cross-departmental collaboration. On top of strengthening growth and partnerships in the work environment, Verus promotes happy and healthy living with a variety of employee appreciation initiatives, a good sense of humor, and several company events throughout the year.

Verus is an Equal Opportunity Employer. Verus is dedicated to creating an inclusive work environment with a diverse workforce. We seek employees from all backgrounds to join our teams, and we encourage our employees to bring their authentic and best selves to work. All qualified applicants will receive consideration for employment without regard to race, color, national origin, religion, sex (including pregnancy, childbirth, and related medical conditions), disability, age, citizenship status, genetic information, marital status, sexual orientation, gender, medical condition, military or veteran status.

Prerequisites
  • A bachelor’s degree, preferably Finance or Accounting
  • CFA Level I candidacy preferred
Apply Online

OVERVIEW
It is the mission of the Investment Department to optimize the total return of the IMRF investment portfolio through a policy of long-term diversified investment, using parameters of prudent risk management.

RESPONSIBILITIES
Reports to an Investment Officer and works closely with the Chief Investment Officer. The Investment Analyst-Private Markets will be an integral member of the investment team on a global investment portfolio with assets in excess of $55 billion and be responsible for evaluating and analyzing various investments across all private market asset classes. The Investment
Analyst -Private Markets will be responsible for evaluating, monitoring, and reporting on the activities of the Fund’s private markets investment managers in compliance with IMRF Investment Policy. This position is also responsible for special projects as assigned and a backup investment professional across all asset classes in the portfolio. This position will have contact with the IMRF Board of Trustees, Investment Consultants and with other investment
professionals.

GENERAL DUTIES

  • Manage the private market program to achieve long-term performance targets within acceptable risk parameters.
  • Recommend appropriate strategies across a wide range of asset classes (private equity, real assets, and real estate), regarding new investments with existing and new managers.
  • Conduct manager meetings and prepare prospective and current manager meeting notes in a timely and accurate manner.
  • Lead due diligence on new investments with quantitative and qualitative analysis.
  • Conduct performance attribution and prepare staff summary on investment opportunities.
  • Process capital calls and distributions for the Private Markets portfolio.
  • Responsible for maintaining NAV, management fees and cash flow files for the Private Markets portfolio.
  • Review private markets portfolio performance reports and monitor separately managed accounts. Provide updates and recommendations to the Chief Investment Officer on the course of action as needed.
  • Maintain knowledge of global macro and micro economic conditions and capital markets to justify investment recommendations.
  • Review financial reports and other documents to monitor the performance of the private markets portfolio.
  • Collaborate with internal and external attorneys to assess and negotiate legal terms governing existing and pending investments.
  • Support, refine/develop analytical tools for monitoring performance, risk reporting, and cash flow forecasting.
  • Work with the Fund’s Advisors and Master Trust bank to provide required documentation and authorizations.
  • Ensure manager compliance with the relevant investment management agreement(s) and IMRF Investment Policies.
  • Work as part of a team to implement best operational practices and a high-performance culture.
  • Provide operational assistance across all asset classes as needed.
  • Mentor and train student interns and junior professionals.
  • All other duties as assigned by the CIO.
  • Represent the Investment Department, as needed, at internal meetings.
  • Represent IMRF positively as a thought leader within the Investment Industry.
  • Foster a positive culture in support of our Values and individual accountability.
  • Support achievement of the organization’s Journey of Excellence, Vision, and Strategic Objectives.

All analysts will also be cross trained to perform all of the tasks and must be familiar with all aspects of Investment Department Operations. These tasks include but are not limited to: assignments in real estate; alternative investments; security lending; portfolio guideline compliance reviews; proxy voting; total fund and individual portfolio manager performance
reviews; preparation of annual investment reports; and other projects as assigned by management.
Note: The duties are subject to change, without notice, at the discretion of management.
SUPERVISORY RESPONSIBILITIES
This job has no supervisory responsibilities.

QUALIFICATIONS
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

EDUCATION and/or EXPERIENCE

  • Bachelor’s Degree or Master’s Degree. Accounting, Finance, or Economics preferred.
    AND
  • A minimum of five years’ institutional investment experience, including at least 2 years private market investment experience.
    AND
  • Either a Chartered Financial Analyst, CFA Level III candidate or a Chartered Alternative Investment Analyst (CAIA) designation Preferred.

OTHER COMPETENCIES REQUIRED

  • Ability to think critically about manager performance and portfolio decisions
  • Demonstrated thoughtful and disciplined approach to private market investing
  • Strong oral and written communication skills (including presentation skills).
  • Outstanding analytical and problem-solving skills
  • Ability to employ a rigorous due diligence and manager selection process
  • Strong financial modeling skills including working knowledge of Microsoft Excel, PowerPoint, and Access
  • Ability to establish positive working relationships demonstrating integrity and respect
  • Strong work ethic
  • Ability to travel occasionally; holds a valid Driver’s License

LANGUAGE SKILLS

Ability to read, analyze, and interpret common business and technical journals, financial reports, and legal documents. Ability to respond to common inquiries or complaints from customers, regulatory agencies, or members of the business community. Ability to write investment memoranda and contract/guideline summaries that conform to prescribed style and format.
Ability to effectively present information to top management, public groups, and/or the Board of Trustees.

MATHEMATICAL SKILLS
Ability to work with mathematical concepts such as probability and statistical inference. Ability to apply concepts such as fractions, percentages, ratios, and proportions to practical situations.

REASONING ABILITY

Ability to apply principles of logical or scientific thinking to a wide range of intellectual and practical problems. Ability to deal with nonverbal symbolism (formulas, scientific equations, graphs, musical notes, etc.,) in its most difficult phases. Ability to deal with a variety of abstract and concrete variables.

PHYSICAL DEMANDS

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this job, the employee is regularly required to sit and talk or hear. The employee is occasionally required to stand; walk; reach with hands and arms; and stoop, kneel, crouch, or crawl. The employee must occasionally lift and/or move up to 25 pounds.

WORK ENVIRONMENT
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The noise level in the work environment is usually quiet

 
 
Verus is in search of a Senior Private Markets Research Analyst to join our San Francisco, Pittsburgh, or Seattle office. Candidates should have previous experience with data analysis, institutional investors, or private fund research.

The Senior Private Markets Research Analyst is a full member of the team, working with senior professionals at varying stages of the investment due diligence process.  You will quickly gain valuable experience as you develop financial models, network with industry professionals and evaluate potential investments in new industries.  This position represents a unique opportunity for highly motivated professionals to assume a wide set of responsibilities and make a significant impact in building the private markets business.

Verus is an independent, institutional investment consulting firm.  Since 1986, we have been working closely with our clients and other professionals to add value to their investment portfolios by providing research driven investment solutions that address their specific needs.  Through independent, conflict-free advice and investment expertise, our professionals strive to be the driving force that empowers clients to achieve their investment objectives. We are looking for a talented professional who embodies our firm values of diligence, professionalism, expertise, client service, and collaboration.

We offer a competitive benefits package including medical, dental, life, disability, and vision insurance; 401(k) program with a company match; profit sharing; section 125 cafeteria plan; CFA and other professional certifications sponsorship; 11 paid holidays; and 15 days of paid time off the first year of employment.

In addition, our boutique firm allows us to have an exceptionally convivial corporate culture with opportunities for career development and cross-departmental collaboration. On top of strengthening growth and partnerships in the work environment, Verus promotes happy and healthy living with a variety of employee appreciation initiatives, a good sense of humor, and several company events throughout the year.

Verus is an Equal Opportunity Employer. Verus is dedicated to creating an inclusive work environment with a diverse workforce. We seek employees from all backgrounds to join our teams, and we encourage our employees to bring their authentic and best selves to work. All qualified applicants will receive consideration for employment without regard to race, color, national origin, religion, sex (including pregnancy, childbirth, and related medical conditions), disability, age, citizenship status, genetic information, marital status, sexual orientation, gender, medical condition, military or veteran status.

Prerequisites:
  • Bachelor’s degree in finance, economics, accounting or other closely-related field.
  • MBA, CFA charter desirable.
  • Familiarity with private markets performance reporting software such as Solovis, Burgiss, etc. desirable

Brookfield’s Public Securities Group serves institutions and individuals seeking the investment advantages of real assets through actively managed listed equity and debt strategies. The Public Securities Group leverages Brookfield’s core real asset expertise across real estate, infrastructure, real asset debt, real asset solutions and opportunistic strategies through a variety of flexible and scalable investment mandates, including separate accounts, registered funds and private funds. Clients include financial institutions, public and private pension plans, insurance companies, endowments and foundations, sovereign wealth funds and high net worth investors. The Public Securities Group has been investing in public securities for over 30 years and has over $19 billion of assets under management. For more information, visit https://publicsecurities.brookfield.com.

Brookfield Culture

Brookfield has a unique and dynamic culture.  We seek team members who have a long-term focus and whose values align with our Attributes of a Brookfield Leader:  Entrepreneurial, Collaborative and Disciplined.  Brookfield is committed to the development of our people through challenging work assignments and exposure to diverse businesses.

Job Description

The Real Asset Solutions team draws on the full range of Brookfield and Oaktree public and private investment offerings to deliver asset allocation investment strategies and whole portfolio solutions across the spectrum of commingled funds, separate accounts, and outsourcing solutions in both institutional and wealth channels. Strategies managed range from 100% public to 100% private inclusive of strategies targeting specific blends of public and private. Underlying Brookfield and Oaktree investment offerings include public and private equity and debt of real estate, infrastructure, renewable power and other related businesses. Current assets under management of the Real Assets Solutions team is approximately $3 billion.

This position reports to the Portfolio Managers of the Real Asset Solutions team.
This position works closely with peer Private Asset Allocation Analyst on the Real Asset Solutions team.

 

Responsibilities:

  • Analysis:

    • Investigate and demonstrate potential benefits and risks of investing in a wide variety of asset classes, both public and private, with a focus on public real assets.

    • Establish strategic asset allocations for multi-asset investment strategies targeting specific return, risk, yield, factor exposures and other investment objectives.

    • Monitor asset class and sector valuations to identify investment opportunities and risks for tactical asset allocation, with a focus on public real assets.

    • Create quantitative models, valuation screens, and analytical tools used in the investment process

    • Conduct portfolio optimization using quantitative techniques and facilitate ad-hoc portfolio analysis with robust data collection and analysis
       

  • Portfolio Management:

    • Contribute investment ideas, insights, and recommendations during portfolio management meetings and strategy discussions with a focus on public real assets.

    • Follow macroeconomic and sector specific data and news flow and synthesize into implications, opportunities and risks for investment strategies.

    • Collaborate with sector specialist investment teams within the firm to discuss and explore sector specific views.

    • Implement tactical asset allocation decisions across public security investment portfolios.

    • Compile portfolio models, portfolio allocations, portfolio performance and other relevant material for portfolio management meetings and investment committee meetings.
       

  • Client Service and Marketing:

    • Collaborate with other divisions within the firm (Client Service, Marketing, Operations, etc.) to conduct analyses relating to investment strategies and portfolios.

    • Assist with the automation of tasks and reporting across middle/back office

    • Meet with prospects and clients to grow and retain assets under management.

Qualifications & Requirements:

  • Bachelor’s degree or foreign equivalent.  Graduate degree, CFA or CAIA designation a plus.

  • Minimum 5 years of relevant investment experience:

    • Asset allocation experience is considered an advantage

    • Fixed income experience is considered an advantage

    • Private markets experience is considered an advantage

  • Strong quantitative skills including data collection, treatment and analysis

  • Strong skills using Excel, Word, PowerPoint and Bloomberg or FactSet.

  • Programming experience in Python, R, or other statistical computing language is considered an advantage.

  • Effective communicator, both oral and written, with ability to present with clarity, precision and conviction.

  • Self-starter with strong work ethic and results orientation.

  • Organized, thorough and detail oriented.

  • Comfortable working in a team-based entrepreneurial environment.

  • Ability to collaborate and build relationships with individuals at all levels of the organization.

Travel:

  • Limited travel required.

Brookfield is committed to maintaining a Positive Work Environment that is safe and respectful; our shared success depends on it.  Accordingly, we do not tolerate workplace discrimination, violence or harassment.

We are proud to create a diverse environment and are proud to be an equal opportunity employer. We are grateful for your interest in this position, however, only candidates selected for pre-screening will be contacted.

Apply Online

Business – Public Securities

Brookfield’s Public Securities Group serves institutions and individuals seeking the investment advantages of real assets through actively managed listed equity and debt strategies. The Public Securities Group leverages Brookfield’s core real asset expertise across real estate, infrastructure, real asset debt, real asset solutions and opportunistic strategies through a variety of flexible and scalable investment mandates, including separate accounts, registered funds and private funds. Clients include financial institutions, public and private pension plans, insurance companies, endowments and foundations, sovereign wealth funds and high net worth investors. The Public Securities Group has been investing in public securities for over 30 years and has over $19 billion of assets under management. For more information, visit https://publicsecurities.brookfield.com.

Brookfield Culture

Brookfield has a unique and dynamic culture.  We seek team members who have a long-term focus and whose values align with our Attributes of a Brookfield Leader:  Entrepreneurial, Collaborative and Disciplined.  Brookfield is committed to the development of our people through challenging work assignments and exposure to diverse businesses.


Job Description

The Real Asset Solutions team draws on the full range of Brookfield and Oaktree public and private investment offerings to deliver asset allocation investment strategies and whole portfolio solutions across the spectrum of commingled funds, separate accounts, and outsourcing solutions in both institutional and wealth channels. Strategies managed range from 100% public to 100% private inclusive of strategies targeting specific blends of public and private. Underlying Brookfield and Oaktree investment offerings include public and private equity and debt of real estate, infrastructure, renewable power and other related businesses. Current assets under management of the Real Assets Solutions team is approximately $3 billion.

This position reports to the Portfolio Managers of the Real Asset Solutions team.

This position works closely with peer Public Asset Allocation Analyst on the Real Asset Solutions team.

Responsibilities:

  • Analysis:

    • Investigate and demonstrate potential benefits and risks of investing in a wide variety of asset classes, both public and private, with a focus on private real assets.

    • Establish strategic asset allocations for multi-asset investment strategies targeting specific return, risk, yield, factor exposures and other investment objectives.

    • Monitor asset class and sector valuations to identify investment opportunities and risks for tactical asset allocation, with a focus on private real assets.

    • Conduct asset-level investment research across private fund investments
       

  • Portfolio Management:

    • Develop and manage valuation and cash flow models for individual private funds as well as portfolios of private funds, including deployment, return of capital and reinvestment.

    • Contribute investment ideas, insights, and recommendations during portfolio management meetings and strategy discussions with a focus on private real assets.

    • Follow macroeconomic and sector specific data and news flow and synthesize into implications, opportunities and risks for investment strategies.

    • Collaborate with sector specialist investment teams within the firm to discuss and explore sector specific views.

    • Implement strategic and tactical asset allocation decisions across private investment portfolios.

    • Compile portfolio models, portfolio allocations, portfolio performance and other relevant material for portfolio management meetings and investment committee meetings.
       

  • Client Service and Marketing:

    • Collaborate with other divisions within the firm (Client Service, Marketing, Operations, etc.) to conduct analyses relating to investment strategies and portfolios.

    • Meet with prospects and clients to grow and retain assets under management.

 

Qualifications & Requirements:

  • Bachelor’s degree or foreign equivalent.  Graduate degree, CFA or CAIA designation a plus.

  • Minimum 5 years of relevant investment experience:

    • Private market experience is required, with working knowledge of private fund accounting

    • Asset allocation experience is considered an advantage

    • Public markets experience is considered an advantage

    • Fund of funds experience is considered an advantage

  • Strong quantitative skills including data collection, treatment and analysis

  • Strong skills using Excel, Word, PowerPoint and Bloomberg or FactSet.

  • Programming experience in Python, R, or other statistical computing language is considered an advantage.

  • Effective communicator, both oral and written, with ability to present with clarity, precision and conviction.

  • Self-starter with strong work ethic and results orientation.

  • Organized, thorough and detail oriented.

  • Comfortable working in a team-based entrepreneurial environment.

  • Ability to collaborate and build relationships with individuals at all levels of the organization.

Travel:

  • Limited travel required.

Brookfield is committed to maintaining a Positive Work Environment that is safe and respectful; our shared success depends on it.  Accordingly, we do not tolerate workplace discrimination, violence or harassment.

We are proud to create a diverse environment and are proud to be an equal opportunity employer. We are grateful for your interest in this position, however, only candidates selected for pre-screening will be contacted.

Apply Online

Marketing Associate

The Marketing Associate will assist the marketing team in supporting the firm’s communications efforts. The Marketing Associate will have the opportunity to interact with senior investment professionals within various departments of the firm. This person will ensure projects are completed within stringent deadlines, and with accurate, high‑quality information. 

Meketa is flexible about where the Marketing Associate works. The Associate could be located in our Westwood, MA, Portland, OR, Carlsbad, CA, or Chicago, IL offices. 

This position reports to the Director of Communication and Sales.

Requirements:

  • Experience with PR, social media, and content creation and delivery within a marketing department
  • Self-directed and motivated
  • Highly organized
  • Strong attention to detail
  • Commitment to quality
  • Ability to work independently as well as in a team-oriented environment
  • Ability to work in a demanding, fast-paced, deadline driven environment, demonstrating flexibility, project management, organizational and multi-tasking skills
  • Solid experience in MS Word, Excel, PowerPoint

Responsibilities:

  • Support the Director of Communications and Business Development with firm-wide branding and corporate messaging.
  • Provide the day-to-day maintenance of the firm’s website (writing web content, updating the website with new information, and creating new webpages to support additional content).
  • Collaborate with the Director of Communications and Business Development on the firm’s PR strategy (reporter interviews, bylined articles, etc.) to enhance the firm’s brand awareness. Liaise with the firm’s research teams and consultants on content that can be developed for PR purposes. 
  • Create the channels to share the firm’s thought leadership externally with clients, prospective clients and the marketplace; developing and maintaining the firm’s social media strategy to further build brand awareness.
  • Serve as the principal architect for crafting the firm’s client newsletters and webinars.
  • Work collaboratively to complete and distribute thought leadership.
  • Assist with various Marketing Department initiatives.

About Meketa Investment Group

Meketa Investment Group is an employee-owned full service investment consulting and advisory firm. We work with some of the nation’s largest and most sophisticated institutional investors including public and private plan sponsors. We have a staff of over 235 employees among our six U.S. office locations and London.

Meketa recognizes that our workforce is a reflection of our company, and we operate in an inclusive environment that accepts and promotes diversity. We believe our employees can best serve our clients in an atmosphere where individuals are treated fairly, where professional growth is developed and encouraged, and where a healthy balance between work and home life is respected and preserved. To support employees, Meketa offers a competitive compensation structure, a wide range of benefits from core insurance benefits to time-based benefits, as well as flexible schedules and support for continuing education.

Meketa is an Equal Employment Opportunity and Affirmative Action Employer.

If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact us.

Apply Online
Apply Online

SUMMARY:   This position’s responsibility is to participate as an active contributing member on a Global Real Estate Securities team in a fundamental analyst role supporting the portfolio managers.  The analyst will take ownership of a primary coverage list and actively contribute to the overall global research investment process.  Additionally, the analyst is expected to consistently generate positive risk adjusted excess return ideas supported by thorough bottom-up research with a successful sale of the ideas to the team. 

DUTIES AND RESPONSIBILITIES:  (List in order of importance; include any supervisory or management  responsibilities)

  • Provides in-depth fundamental analysis and estimates intrinsic fair values for about 25-30 companies within the U.S. REIT industry and beyond the U.S. 
  • Creates and maintains complex financial models incorporating analytical insight from our top-down and bottom-up investment research process, including discounted cash flow analysis and net asset valuation.
  • Takes ownership of primary coverage list and contributes to excess return versus benchmark with buy, sell and hold recommendations communicated to portfolio managers on a regular basis.
  • Challenges consensus assumptions with own research findings, particularly those garnered through on the ground field research.
  • Maintains relationships and proactively communicates with senior management of covered companies and industry contacts.
  • Assists with marketing and prospective client due diligence as needed.
  • Solves complex problems, and exchanges complex information effectively to reach agreement in ambiguous or difficult situations.
  • Receives operational and strategic direction from a senior leader.
  • Collaborates with fellow team members to achieve objectives within the project timeline.
  • Performs other duties as required by senior management.

 

This job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities required for the position.  Other duties may be assigned from time to time by management.  The percentage of time for each duty or responsibility may vary in response to business needs.

 MINIMUM QUALIFICATIONS:  (education, experience, certifications, licenses, & skills required)

  • BA/BS degree in finance or accounting with 4+ years of real estate investment experience or an equivalent combination of education and experience.  Applies expertise and knowledge of a specific technical or functional area.
  • Advanced degree (MBA, CPA and/or CFA designation) a plus.
  • Foreign language proficiency/fluency, cultural knowledge and travel experience preferred.
  • Excellent communication (verbal and written), analytical & presentation skills, including an ability to comfortably speak with senior management of companies under coverage.
  •  Ability to make timely decisions in a high-paced dynamic environment, sometimes with incomplete information.

 PHYSICAL REQUIREMENTS:

  • Ability to work flexible hours, travel globally, attend conferences, and meet with company management.
  • Willingness to work in a hybrid work environment (i.e., combination of in-office and remote work).
  • Sit for prolonged periods.
  • Ability to use a computer and perform repetitive motion activities.
  • Lift up to 25 pounds.
Working at PPM America, Inc.

Founded in 1990, PPM is a US-based institutional asset manager with $74 billion in assets under management. We have extensive expertise in providing investment solutions in public and private fixed income, private equity, commercial real estate debt, and CLO management. PPM prides itself on being a nimble, investment-led organization that is responsive to the opportunities that our teams discover together. Our mission is to deliver client specific solutions and world-class service to investors in the pursuit of their unique investment objectives.

At PPM, we pursue professionals who exhibit humbleness, directness, and dedication. Our communication style is informal, and we encourage open collaboration and give our teams the freedom to speak openly and share new ideas. This philosophy has been serving us well for decades: creating a low turnover rate and a high average tenure.  Our values guide our internal conduct and help define the type of relationships we share with our investors, affiliates, and other valued partners. We attract and retain the right people who believe in our culture and take ownership for delivering results. Above all, we’re passionate about giving back to our clients, to each other, and to our community.  We understand that community and purpose are just as important as the job description when finding your next career.

At PPM, we offer opportunities to get involved with a diverse network of peers and support the causes that are important to you. Your passion and talents can make a lasting impact on our organization and our community.

Portfolio Services

The Portfolio Services Department lives by the maxim that our work must be Timely, Complete, and Accurate.   Within that construct, Portfolio Services provides a broad spectrum of operational support in conjunction with owning the firm’s Investment Book of Record (IBOR) and a fiduciary oversight of client investments and assets.  Functionally oriented teams include Public & Private Operations, Performance Analytics, Data Management and Business & Product Reporting.   Portfolio Services faces off to the spectrum of Investment, Trading and Administrative groups within PPM as well as provides direct and indirect support to external clientele and their agents. 

Summary

The Data Analyst Role exists within the Data Management Team which provides a centralized and coordinated function supporting the accounting, valuation, corporate actions, and security reference needs of PPM America’s many business units and clientele. The team leverages the organization through operating depth, developed skills, use of technology, process optimization and clear operating accountabilities. As an Analyst, the candidate will work closely with personnel in Investment Management, Performance Analytics, Securities Operations, IT and other groups and clients, as needed.

Role Specifics

In the Data Management Analyst role, the candidate will compile, validate, and report on all facets of Security attributes and characteristics on the firm’s investment book of record (IBOR) and Security Master.  The role will involve data and information fulfillment activities for the Security Master as well as administration of the firm’s Corporate Action processing activities.  The role will be active in valuation activities in conjunction with data integrity assurance within the firm’s Data Warehouse.  Process and workflow review activities will be required, as will a coordination of information flow and dissemination between multiple business units.  This role involves significant interaction with internal clients such as, portfolio management, quantitative research, administration, and marketing in addition to external clientele and market participants.

Responsibilities:
  • Serve as a primary resource and Subject Matter Expert (SME) in providing accounting and analytic support to a broad array of public and private security types.  Specific activities will include the validation and maintenance of security reference data such as price data, descriptive information, terms and conditions and various indicative data elements 
  • Actively support Corporate Action event processing and the coordination of information flow between Portfolio Management, Custodian and Client entities    
  • Generate standardized reporting and datasets for institutional client accounts across multiple asset classes, tailoring content for diverse audiences including management, investors and other interested parties and flex to ad-hoc requests and requirements for information
  • Develop a deep and comprehensive knowledge of the use, capabilities and maintenance of the Aladdin portfolio management system and related platforms within the PPM operational and systematic ecosystem
  • Ownership of reference data and investment characteristics of multiple security types while supporting Portfolio Management, Quantitative Research, Trading, and other Firm constituencies
  • Serve as the primary responsible in managing Class Action administration and processing
Skills and Experience

The ideal candidate is a self-starter and is passionate about financial services. The candidate should be effective working in a team environment, as well as have the ability to work independently on specific projects. The candidate should be professional, self-motivated, proactive, and results-oriented. The ability to interpret, present, and distill a variety of data is a must as the team serves as the gate keeper of security specific information to a broad audience. Specific attributes required:

  • BS degree or equivalent, preferably in accounting, finance, economics, marketing, or a related discipline
  • Minimum of two years of practical experience in public audit, financial services, management consulting or asset management operations
  • Broad knowledge and understanding of investment products and their characteristics
  • Functional understanding of institutional Corporate Action processing covering both equity and fixed income instruments
  • Exposure to and understanding of Class Action processing activities is preferred
  • Ability to prioritize and independently manage multiple deadlines and clientele simultaneously
  • Experience in preparing accurate and timely reports, analysis and presentations for management and clients
  • Unquestionable professional integrity
  • Critical thinking, analysis, troubleshooting, and problem-solving expertise
  • Advanced proficiency with the entire Microsoft Office Suite, with an emphasis on Excel, Word and PowerPoint
  • Exposure to and demonstrative proficiency with third-party tools used in financial services such as: Bloomberg, ICE, Refinitiv, IHS Markit, Blackrock Aladdin or other portfolio accounting platform
  • Technical aptitude, such as with Power BI or another business intelligence system a plus; knowledge of Aladdin portfolio management system is very helpful
  • Additional credentials or progress toward an advanced degree or chartered industry designation (i.e., CFA, CPA, etc.) are a plus
Benefits:

At PPM, we offer opportunities to get involved with a diverse network of peers and support the causes that are important to you. Your passion and talents can make a lasting impact on our organization and our community.

Employment Benefits

Our employees go the extra mile every day, and the benefits of working at PPM reflect our commitment to supporting and enhancing their personal and professional lives. The plans and programs listed below are offered in collaboration with our parent company.

  • Competitive salary and bonus
  • Medical, dental and vision coverage
  • 401k retirement plan with dollar-for-dollar matching contributions (up to 6% of salary)
  • Tuition and professional certification reimbursement
  • Paid parental leave
  • Adoption assistance
  • Holidays and paid time off
  • Paid time off to volunteer
  • Life insurance
  • Gift matching
Apply Online

#LI-KL1

Equal Employment Opportunity PPM America, Inc. is an equal opportunity employer and we base our employment decisions without unlawful regard or consideration of an individual’s race, color, religion, national origin, sex, gender, sexual orientation, ancestry, citizenship, age, marital status, veteran status, medical condition, non-job related disability, pregnancy or any other basis protected by federal, state, or local law.

Working at PPM America, Inc.

Founded in 1990, PPM is a US-based institutional asset manager with $72 billion in assets under management. We have extensive expertise in providing investment solutions in public and private fixed income, private equity, commercial real estate debt, and CLO management. PPM prides itself on being a nimble, investment-led organization that is responsive to the opportunities that our teams discover together. Our mission is to deliver client specific solutions and world-class service to investors in the pursuit of their unique investment objectives.

At PPM, we pursue professionals who exhibit humbleness, directness, and dedication. Our communication style is informal, and we encourage open collaboration and give our teams the freedom to speak openly and share new ideas. This philosophy has been serving us well for decades: creating a low turnover rate and a high average tenure.  Our values guide our internal conduct and help define the type of relationships we share with our investors, affiliates, and other valued partners. We attract and retain the right people who believe in our culture and take ownership for delivering results. Above all, we’re passionate about giving back to our clients, to each other, and to our community.  We understand that community and purpose are just as important as the job description when finding your next career.

PPM offers opportunities to get involved with a diverse network of peers and support the causes that are important to you. Your passion and talents can make a lasting impact on our organization and our community.

Portfolio Services

The Portfolio Services Department lives by the maxim that our work must be Timely, Complete, and Accurate.   Within that construct, Portfolio Services provides a broad spectrum of operational support in conjunction with owning the firm’s Investment Book of Record (IBOR) and a fiduciary oversight of client investments and assets.  Functionally oriented teams include Public & Private Operations, Performance Analytics, Data Management and Business & Product Reporting.   Portfolio Services faces off to the spectrum of Investment, Trading and Administrative groups within PPM as well as provides direct and indirect support to external clientele and their agents. 

Summary

The Portfolio Analyst Role exists within the Public Securities Operations Team which provides a centralized and coordinated function supporting investment accounting, cash management, reconciliation and trade processing and settlement activities across PPM America’s many business units and clientele. The team leverages the organization through operating depth, developed skills, use of technology, process optimization and clear operating accountabilities. As an Analyst, the candidate will work closely with personnel in Investment Management, Performance Analytics, Securities Operations, IT and other groups and clients, as needed.

Role Specifics

This role includes responsibilities for fixed income instruments and derivatives across a variety of client types and investment strategies. The candidate must be eager to learn and be comfortable managing a diverse range of functions and disciplines.  Responsibilities include cash reporting, reconciliation to custody, trade settlements, daily margining, OTC confirmations, amongst others.   This role involves significant interaction with internal parties (traders, business development, portfolio managers, other PPM ops teams, etc.) as well as external parties such as FCM’s, counterparties, custodians, and clients).

Responsibilities:
  • Daily Futures and Cleared OTC margin reconciliation and collateral support activities
  • Processing of OTC derivative confirmations and settlements (MakitWire and paper)
  • Facilitation of various regulatory and client reporting activities
  • Reconciliation of portfolio holdings, cash and non-cash activities between various in-house systems and custodial or third-party platforms
  • Timely resolution and communication of identified portfolio discrepancies and errors 
  • Delivery of investable cash and cash event data to investment teams and other interested parties
  • Providing support for the timely and accurate trade settlement processing for various public security types across all client portfolios           
  • Processing and validation of all non-trade related activities occurring within client portfolios, including transfers, wires, principal & interest transactions, and any miscellaneous activities
  • Validation of portfolio specific information: reporting requirements, processing requirements, and account validation.  Identify, collect, and maintain all requisite documentation and records pertaining to the portfolios
  • Onboarding of new portfolios into current operational processes
  • Development of new processes as required by new clients, custodians, regulators, auditors, or risk procedures.
  • Provide back-up support for other Portfolio Services team members and assist in special projects and “ad hoc” requests
  • Develop a deep and comprehensive knowledge of the use, capabilities and maintenance of the Aladdin portfolio management system and related platforms within the PPM operational and systematic ecosystem
Skills, Experience and Qualifications:

The ideal candidate is a self-starter and is passionate about financial services. The candidate should be effective working in a team environment, as well as have the ability to work independently on specific projects and initiatives. The candidate should be professional, self-motivated, proactive, and results-oriented. The ability to interpret, present, and distill a variety of data is a must as the team serves to establish the firm’s IBOR and portfolio level activities and characteristics. 

  • BS degree or equivalent, preferably in accounting, finance, economics, marketing, or a related discipline
  • Minimum of two years of practical experience in public audit, financial services, management consulting or asset management operations
  • Broad knowledge and understanding of investment products and their characteristics including the spectrum of fixed income instruments, derivatives and their life-cycle events
  • Basic understanding of institutional Corporate Action processing covering both equity and fixed income instruments
  • Ability to prioritize and independently manage multiple deadlines and clientele simultaneously
  • Experience in preparing accurate and timely reports, analysis and presentations for management and clients
  • Unquestionable professional integrity
  • Strong teamwork-based approach to work and collective activities
  • Critical thinking, analysis, troubleshooting, and problem-solving expertise
  • Advanced proficiency with the entire Microsoft Office Suite, with an emphasis on Excel, Word and PowerPoint
  • Exposure to and demonstrative proficiency with third-party tools used in financial services such as: Bloomberg, ICE, Refinitiv, IHS Markit, Blackrock Aladdin or other portfolio accounting platform
  • Technical aptitude, such as with Power BI or another business intelligence system a plus; knowledge of Aladdin portfolio management system is very helpful
  • Additional credentials or progress toward an advanced degree or chartered industry designation (i.e., CFA, CPA, etc.) are a plus
Benefits:

At PPM, we offer opportunities to get involved with a diverse network of peers and support the causes that are important to you. Your passion and talents can make a lasting impact on our organization and our community.

Employment Benefits

Our employees go the extra mile every day, and the benefits of working at PPM reflect our commitment to supporting and enhancing their personal and professional lives. The plans and programs listed below are offered in collaboration with our parent company.

  • Competitive salary and bonus
  • Medical, dental and vision coverage
  • 401k retirement plan with dollar-for-dollar matching contributions (up to 6% of salary)
  • Tuition and professional certification reimbursement
  • Paid parental leave
  • Adoption assistance
  • Holidays and paid time off
  • Paid time off to volunteer
  • Life insurance
  • Gift matching
Apply Online

#LI-KL1

Equal Employment Opportunity PPM America, Inc. is an equal opportunity employer and we base our employment decisions without unlawful regard or consideration of an individual’s race, color, religion, national origin, sex, gender, sexual orientation, ancestry, citizenship, age, marital status, veteran status, medical condition, non-job related disability, pregnancy or any other basis protected by federal, state, or local law.

We are a Federal Contractor and Affirmative Action Employer.
Below you will find the positions for which we are currently seeking qualified candidates.

Please consider this as a request to provide candidates for the following positions:

 

Job Title:

Fixed Income Research Associate

Company:

MFS Investment Management

Experience:

Open

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Full Time

Job Location:

Boston, MA

 

At MFS, you will find a culture that supports you in doing what you do best. Our employees work together to reach better outcomes, favoring the strongest idea over the strongest individual. We put people first and demonstrate care and compassion for our community and each other. Because what we do matters to us as valued professionals and to the millions of people and ins…

 

Job Title:

Cloud Sr. Engineer

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MFS Investment Management

Experience:

5+ years

Employment Type:

Full Time

Job Location:

Boston, MA

 

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Job Title:

SPRING 2023 – Financial Sales Co-ops (6 Months)

Company:

MFS Investment Management

Experience:

Open

Employment Type:

Full Time

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Boston, MA

 

At MFS, you will find a culture that supports you in doing what you do best. Our employees work together to reach better outcomes, favoring the strongest idea over the strongest individual. We put people first and demonstrate care and compassion for our community and each other. Because what we do matters to us as valued professionals and to the millions of people and ins…

 

Job Title:

Internal Wholesaler

Company:

MFS Investment Management

Experience:

1+ years

Employment Type:

Full Time

Job Location:

Phoenix, AZ

 

At MFS, you will find a culture that supports you in doing what you do best. Our employees work together to reach better outcomes, favoring the strongest idea over the strongest individual. We put people first and demonstrate care and compassion for our community and each other. Because what we do matters to us as valued professionals and to the millions of people and ins…

 

Job Title:

Investment Data Strategist

Company:

MFS Investment Management

Experience:

15+ years

Employment Type:

Full Time

Job Location:

Boston, MA

 

At MFS, you will find a culture that supports you in doing what you do best. Our employees work together to reach better outcomes, favoring the strongest idea over the strongest individual. We put people first and demonstrate care and compassion for our community and each other. Because what we do matters to us as valued professionals and to the millions of people and ins…

 

Job Title:

Consultative Services Sr. Analyst

Company:

MFS Investment Management

Experience:

Open

Employment Type:

Full Time

Job Location:

Boston, MA

 

At MFS, you will find a culture that supports you in doing what you do best. Our employees work together to reach better outcomes, favoring the strongest idea over the strongest individual. We put people first and demonstrate care and compassion for our community and each other. Because what we do matters to us as valued professionals and to the millions of people and ins…

 

Job Title:

Procurement and Supplier Diversity Specialist

Company:

MFS Investment Management

Experience:

0 to 2 years

Employment Type:

Full Time

Job Location:

Boston, MA

 

At MFS, you will find a culture that supports you in doing what you do best. Our employees work together to reach better outcomes, favoring the strongest idea over the strongest individual. We put people first and demonstrate care and compassion for our community and each other. Because what we do matters to us as valued professionals and to the millions of people and ins…

 

Job Title:

SPRING 2023 – IT Business Analyst Co-ops (6 Months)

Company:

MFS Investment Management

Experience:

Open

Employment Type:

Full Time

Job Location:

Boston, MA

 

At MFS, you will find a culture that supports you in doing what you do best. Our employees work together to reach better outcomes, favoring the strongest idea over the strongest individual. We put people first and demonstrate care and compassion for our community and each other. Because what we do matters to us as valued professionals and to the millions of people and ins…

 

Job Title:

Senior Consultant – Learning & Development

Company:

MFS Investment Management

Experience:

Open

Employment Type:

Full Time

Job Location:

Boston, MA

 

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Job Title:

Strategist – Investment Solutions

Company:

MFS Investment Management

Experience:

5+ years

Employment Type:

Full Time

Job Location:

Boston, MA

 

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Job Title:

Fixed Income IPM Associate

Company:

MFS Investment Management

Experience:

1 to 2 years

Employment Type:

Full Time

Job Location:

Boston, MA

 

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Job Title:

Fixed Income Research Analyst

Company:

MFS Investment Management

Experience:

5+ years

Employment Type:

Full Time

Job Location:

Boston, MA

 

At MFS, you will find a culture that supports you in doing what you do best. Our employees work together to reach better outcomes, favoring the strongest idea over the strongest individual. We put people first and demonstrate care and compassion for our community and each other. Because what we do matters to us as valued professionals and to the millions of people and ins…

 

Job Title:

SPRING 2023 – Marketing Co-ops (6 Months)

Company:

MFS Investment Management

Experience:

Open

Employment Type:

Full Time

Job Location:

Boston, MA

 

At MFS, you will find a culture that supports you in doing what you do best. Our employees work together to reach better outcomes, favoring the strongest idea over the strongest individual. We put people first and demonstrate care and compassion for our community and each other. Because what we do matters to us as valued professionals and to the millions of people and ins…

 

Job Title:

Litigation Paralegal

Company:

MFS Investment Management

Experience:

4+ years

Employment Type:

Full Time

Job Location:

Boston, MA

 

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Job Title:

Processing Representative III

Company:

MFS Investment Management

Experience:

1+ years

Employment Type:

Full Time

Job Location:

Boston, MA

 

At MFS, you will find a culture that supports you in doing what you do best. Our employees work together to reach better outcomes, favoring the strongest idea over the strongest individual. We put people first and demonstrate care and compassion for our community and each other. Because what we do matters to us as valued professionals and to the millions of people and ins…

 

Job Title:

Investment Compliance Sr. Specialist

Company:

MFS Investment Management

Experience:

5+ years

Employment Type:

Full Time

Job Location:

Boston, MA

 

At MFS, you will find a culture that supports you in doing what you do best. Our employees work together to reach better outcomes, favoring the strongest idea over the strongest individual. We put people first and demonstrate care and compassion for our community and each other. Because what we do matters to us as valued professionals and to the millions of people and ins…

 

Job Title:

Sales – Retail Internal Specialist

Company:

MFS Investment Management

Experience:

Open

Employment Type:

Full Time

Job Location:

Miami, FL

 

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Job Title:

Customer Research Representative II

Company:

MFS Investment Management

Experience:

3+ years

Employment Type:

Full Time

Job Location:

Boston, MA

 

At MFS, you will find a culture that supports you in doing what you do best. Our employees work together to reach better outcomes, favoring the strongest idea over the strongest individual. We put people first and demonstrate care and compassion for our community and each other. Because what we do matters to us as valued professionals and to the millions of people and ins…

 

Job Title:

Software Engineering Lead Engineer – Investment Data Harmization

Company:

MFS Investment Management

Experience:

3 to 5 years

Employment Type:

Full Time

Job Location:

Boston, MA

 

At MFS, you will find a culture that supports you in doing what you do best. Our employees work together to reach better outcomes, favoring the strongest idea over the strongest individual. We put people first and demonstrate care and compassion for our community and each other. Because what we do matters to us as valued professionals and to the millions of people and ins…

 

Job Title:

Enterprise Architect – Investment Data Technology

Company:

MFS Investment Management

Experience:

5 to 8 years

Employment Type:

Full Time

Job Location:

Boston, MA

 

At MFS, you will find a culture that supports you in doing what you do best. Our employees work together to reach better outcomes, favoring the strongest idea over the strongest individual. We put people first and demonstrate care and compassion for our community and each other. Because what we do matters to us as valued professionals and to the millions of people and ins…

 

Job Title:

Client Services Representative I

Company:

MFS Investment Management

Experience:

Open

Employment Type:

Full Time

Job Location:

Boston, MA

 

At MFS, you will find a culture that supports you in doing what you do best. Our employees work together to reach better outcomes, favoring the strongest idea over the strongest individual. We put people first and demonstrate care and compassion for our community and each other. Because what we do matters to us as valued professionals and to the millions of people and ins…

 

Job Title:

Data Automation QA Engineer – Investment Data Technology

Company:

MFS Investment Management

Experience:

4 to 7 years

Employment Type:

Full Time

Job Location:

Boston, MA

 

At MFS, you will find a culture that supports you in doing what you do best. Our employees work together to reach better outcomes, favoring the strongest idea over the strongest individual. We put people first and demonstrate care and compassion for our community and each other. Because what we do matters to us as valued professionals and to the millions of people and ins…

 

Job Title:

Sr Software Engineer

Company:

MFS Investment Management

Experience:

5+ years

Employment Type:

Full Time

Job Location:

Boston, MA

 

At MFS, you will find a culture that supports you in doing what you do best. Our employees work together to reach better outcomes, favoring the strongest idea over the strongest individual. We put people first and demonstrate care and compassion for our community and each other. Because what we do matters to us as valued professionals and to the millions of people and ins…

 

Job Title:

Sr. Product Owner

Company:

MFS Investment Management

Experience:

8+ years

Employment Type:

Full Time

Job Location:

Boston, MA

 

At MFS, you will find a culture that supports you in doing what you do best. Our employees work together to reach better outcomes, favoring the strongest idea over the strongest individual. We put people first and demonstrate care and compassion for our community and each other. Because what we do matters to us as valued professionals and to the millions of people and ins…

 

Job Title:

Business Systems Architect

Company:

MFS Investment Management

Experience:

8+ years

Employment Type:

Full Time

Job Location:

Boston, MA

 

At MFS, you will find a culture that supports you in doing what you do best. Our employees work together to reach better outcomes, favoring the strongest idea over the strongest individual. We put people first and demonstrate care and compassion for our community and each other. Because what we do matters to us as valued professionals and to the millions of people and ins…

 

Job Title:

Business Systems Lead Analyst (Derivative Specialist)

Company:

MFS Investment Management

Experience:

7+ years

Employment Type:

Full Time

Job Location:

Boston, MA

 

At MFS, you will find a culture that supports you in doing what you do best. Our employees work together to reach better outcomes, favoring the strongest idea over the strongest individual. We put people first and demonstrate care and compassion for our community and each other. Because what we do matters to us as valued professionals and to the millions of people and ins…

 

Job Title:

Business Systems Lead Analyst

Company:

MFS Investment Management

Experience:

7 to 10 years

Employment Type:

Full Time

Job Location:

Boston, MA

 

At MFS, you will find a culture that supports you in doing what you do best. Our employees work together to reach better outcomes, favoring the strongest idea over the strongest individual. We put people first and demonstrate care and compassion for our community and each other. Because what we do matters to us as valued professionals and to the millions of people and ins…

 

Job Title:

Senior Security Engineer

Company:

MFS Investment Management

Experience:

7+ years

Employment Type:

Full Time

Job Location:

Boston, MA

 

At MFS, you will find a culture that supports you in doing what you do best. Our employees work together to reach better outcomes, favoring the strongest idea over the strongest individual. We put people first and demonstrate care and compassion for our community and each other. Because what we do matters to us as valued professionals and to the millions of people and ins…

 

Job Title:

QA Lead Engineer

Company:

MFS Investment Management

Experience:

5 to 7 years

Employment Type:

Full Time

Job Location:

Boston, MA

 

At MFS, you will find a culture that supports you in doing what you do best. Our employees work together to reach better outcomes, favoring the strongest idea over the strongest individual. We put people first and demonstrate care and compassion for our community and each other. Because what we do matters to us as valued professionals and to the millions of people and ins…

 

Job Title:

Sr. Wintel Engineer

Company:

MFS Investment Management

Experience:

5+ years

Employment Type:

Full Time

Job Location:

Boston, MA

 

At MFS, you will find a culture that supports you in doing what you do best. Our employees work together to reach better outcomes, favoring the strongest idea over the strongest individual. We put people first and demonstrate care and compassion for our community and each other. Because what we do matters to us as valued professionals and to the millions of people and ins…

 

Job Title:

Enterprise Data Architect

Company:

MFS Investment Management

Experience:

5 to 8 years

Employment Type:

Full Time

Job Location:

Boston, MA

 

At MFS, you will find a culture that supports you in doing what you do best. Our employees work together to reach better outcomes, favoring the strongest idea over the strongest individual. We put people first and demonstrate care and compassion for our community and each other. Because what we do matters to us as valued professionals and to the millions of people and ins…

 

Job Title:

Full Stack Developer

Company:

MFS Investment Management

Experience:

7+ years

Employment Type:

Full Time

Job Location:

Boston, MA

 

At MFS, you will find a culture that supports you in doing what you do best. Our employees work together to reach better outcomes, favoring the strongest idea over the strongest individual. We put people first and demonstrate care and compassion for our community and each other. Because what we do matters to us as valued professionals and to the millions of people and ins…

 

Job Title:

Lead Java Architect

Company:

MFS Investment Management

Experience:

7 to 10 years

Employment Type:

Full Time

Job Location:

Boston, MA

 

At MFS, you will find a culture that supports you in doing what you do best. Our employees work together to reach better outcomes, favoring the strongest idea over the strongest individual. We put people first and demonstrate care and compassion for our community and each other. Because what we do matters to us as valued professionals and to the millions of people and ins…

 

Job Title:

Security Architect

Company:

MFS Investment Management

Experience:

6 years

Employment Type:

Full Time

Job Location:

Boston, MA

 

At MFS, you will find a culture that supports you in doing what you do best. Our employees work together to reach better outcomes, favoring the strongest idea over the strongest individual. We put people first and demonstrate care and compassion for our community and each other. Because what we do matters to us as valued professionals and to the millions of people and ins…

 

Job Title:

Trader – FX and Rates

Company:

MFS Investment Management

Experience:

3 to 5 years

Employment Type:

Full Time

Job Location:

Boston, MA

 

At MFS, you will find a culture that supports you in doing what you do best. Our employees work together to reach better outcomes, favoring the strongest idea over the strongest individual. We put people first and demonstrate care and compassion for our community and each other. Because what we do matters to us as valued professionals and to the millions of people and ins…

 

Job Title:

Fixed Income Research Associate Intern

Company:

MFS Investment Management

Experience:

Open

Employment Type:

Full Time

Job Location:

Boston, MA

 

At MFS, you will find a culture that supports you in doing what you do best. Our employees work together to reach better outcomes, favoring the strongest idea over the strongest individual. We put people first and demonstrate care and compassion for our community and each other. Because what we do matters to us as valued professionals and to the millions of people and ins…

 

Job Title:

Retail Internal Associate

Company:

MFS Investment Management

Experience:

Open

Employment Type:

Full Time

Job Location:

Boston, MA

 

At MFS, you will find a culture that supports you in doing what you do best. Our employees work together to reach better outcomes, favoring the strongest idea over the strongest individual. We put people first and demonstrate care and compassion for our community and each other. Because what we do matters to us as valued professionals and to the millions of people and ins…

 

Job Title:

Quantitative Trading Strategist

Company:

MFS Investment Management

Experience:

3 to 5 years

Employment Type:

Full Time

Job Location:

Boston, MA

 

At MFS, you will find a culture that supports you in doing what you do best. Our employees work together to reach better outcomes, favoring the strongest idea over the strongest individual. We put people first and demonstrate care and compassion for our community and each other. Because what we do matters to us as valued professionals and to the millions of people and ins…

 

Job Title:

Business Systems Analyst Manager – Investment

Company:

MFS Investment Management

Experience:

10+ years

Employment Type:

Full Time

Job Location:

Boston, MA

 

At MFS, you will find a culture that supports you in doing what you do best. Our employees work together to reach better outcomes, favoring the strongest idea over the strongest individual. We put people first and demonstrate care and compassion for our community and each other. Because what we do matters to us as valued professionals and to the millions of people and ins…

Verus is in search of a Performance Analyst to join our office in Pittsburgh, PA. Candidates should be process-minded, detail oriented, flexible, and able to work in a fast-paced environment.

The Performance Analyst is primarily responsible for tracking, monitoring and producing Investment Performance Reports, contributing to research, and providing client support.

Verus is an independent, institutional investment consulting firm.  Since 1986, we have been working closely with our clients and other professionals to add value to their investment portfolios by providing research driven investment solutions that address their specific needs.  Through independent, conflict-free advice and investment expertise, our professionals strive to be the driving force that empowers clients to achieve their investment objectives. We are looking for a talented professional who embodies our firm values of diligence, professionalism, expertise, client service, and collaboration.

We offer a competitive benefits package including medical, dental, life, disability, and vision insurance; 401(k) program with a company match; section 125 cafeteria plan; CFA and other professional certifications sponsorship; 11 paid holidays; and 15 days of paid time off the first year of employment.

In addition, our boutique firm allows us to have an exceptionally convivial corporate culture with opportunities for career development and cross-departmental collaboration. On top of strengthening growth and partnerships in the work environment, Verus promotes happy and healthy living with a variety of employee appreciation initiatives, a good sense of humor, and several company events throughout the year.

Verus is an Equal Opportunity Employer. Verus is dedicated to creating an inclusive work environment with a diverse workforce. We seek employees from all backgrounds to join our teams, and we encourage our employees to bring their authentic and best selves to work. All qualified applicants will receive consideration for employment without regard to race, color, national origin, religion, sex (including pregnancy, childbirth, and related medical conditions), disability, age, citizenship status, genetic information, marital status, sexual orientation, gender, medical condition, military or veteran status.

Please email your resume, cover letter, and salary requirements to jobs@verusinvestments.com. No phone calls, please.

Verus is an Equal Opportunity Employer.

www.verusinvestments.com

Prerequisites
  • A bachelor’s degree in Business, preferably Finance or Accounting
  • CFA Level I candidacy preferred

Verus is in search of a self-motivated and analytical individual to join our downtown San Francisco office (or potentially other Verus office). Candidates should be detail oriented, process minded, and customer focused.

 The Private Markets Performance Analyst is responsible for performance reporting and monitoring for private markets investments, maintaining the integrity and calibration of performance report data, and partnering with Consultants to support client service relationships. This position represents a unique opportunity for professionals to use their analytical skills and private markets knowledge to become a critical part of our private markets business line.

Essential Functions:

  • Tracking, monitoring and producing reports on private market client investments;
  • Gather, organize, enter in reporting tools, and report on client investment activity and investment performance;
  • Generate performance reports and deliverables accurately and on-time;
  • Coordinate with investment managers to gather and verify information; document meeting notes, reference calls, etc.;
  • Support RFP/business development activity with research on recommended and client-specific funds, performance, etc.;
  • Assist Private Markets team with scheduling, record keeping, and other administrative support;
  • A main contact for performance reporting software provider and support team.

Prerequisites:

  • One or more years of experience in finance, investments or relevant investment experience with private market exposure gained at a Private Equity Consulting Firm, an Investment Bank, Private Equity Firm, Fund of Funds, Limited Partner, accounting firm, or custodian
  • Bachelor’s degree in finance, economics or other closely related field
  • Strong knowledge of Excel and familiarity with databases; experience with Solovis a plus
  • Excellent written, oral and analytical skills, strong attention to detail
  • Strong work ethic and ability to balance many projects

Verus is an independent, institutional investment consulting firm.  Since 1986, we have been working closely with our clients and other professionals to add value to their investment portfolios by providing research driven investment solutions that address their specific needs.  Through independent, conflict-free advice and investment expertise, our professionals strive to be the driving force that empowers clients to achieve their investment objectives. We are looking for a talented professional who embodies our firm values of diligence, professionalism, expertise, client service, and collaboration. 

We offer a competitive benefits package including medical, dental, life, disability, and vision insurance; 401(k) program with a company match; section 125 cafeteria plan; CFA and other professional certifications sponsorship; 11 paid holidays; and 15 days of paid time off the first year of employment.  

 In addition, our boutique firm allows us to have an exceptionally convivial corporate culture with opportunities for career development and cross-departmental collaboration. On top of strengthening growth and partnerships in the work environment, Verus promotes happy and healthy living with a variety of employee appreciation initiatives, a good sense of humor, and several company events throughout the year. 

To apply please visit our Verus Career Website here: https://www.verusinvestments.com/careers/  

Verus is an Equal Opportunity Employer. Verus is dedicated to creating an inclusive work environment with a diverse workforce. We seek employees from all backgrounds to join our teams, and we encourage our employees to bring their authentic and best selves to work. All qualified applicants will receive consideration for employment without regard to race, color, national origin, religion, sex (including pregnancy, childbirth, and related medical conditions), disability, age, citizenship status, genetic information, marital status, sexual orientation, gender, medical condition, military or veteran status. 

Summary

Harbor’s strategic objectives are to provide unique, robust, and compelling active management solutions to clients across a variety of asset classes and vehicle types, and to be a leader in the rapidly growing Active-ETF space.

The Investments Data & Enhanced Analytics Team (IDEA Team)’s mission is to empower investment decisions within the Harbor Investments Group by leveraging data and enhancing analytical processes to generate innovative insights.

This is accomplished through the combination of continuously evolving internal data sets and analytical capabilities, external data sets and tools, and an innovative mindset.  The team is charged with producing robust and timely reporting, continuous analytical process enhancements, and analyzing diverse data sets to enhance decision making, either from an investment or business perspective.

The team will be primarily responsible for providing requested analytics and proactively generate insights that improve Harbor’s capabilities in the following areas. The Investment Research Analyst primary responsibilities focus on the last two points listed below.

  • Market Signal Research: Working closely with the Multi-Asset Solutions Team to find new or better ways to evaluate market signals in a way that results in actionable insights which can be used by Harbor’s internal portfolio management team.
  • Active Management Research: Constantly improve our expertise in monitoring key market drivers of what leads active managers to generate alpha.
  • Manager Research: Better understanding how market events impact investment portfolios of active managers, including portfolio characteristics, changes, performance, risk, and conviction level.
  • Manager Research: Using quantitative methods and qualitative discussions, enhance our understanding of how decisions made by external portfolio management teams impact alpha, and evaluate this relative to expectations.
Why would someone want to work on this team?

The IDEA team provides broad access to and collaboration with other key decision-making departments at Harbor. Our team sits at the intersection of the various Investments functions listed above, Harbor’s CIO, Harbor’s Data Engineering team, and works with several key areas of Harbor’s Distribution team.  Members of the team quickly gain the following:

  • A comprehensive view and immediate contribution to numerous projects that directly impact Harbor’s strategic objectives.  This not only provides opportunities to collaborate with key decision makers at the firm, but also provides different opportunities for flexible career development.
  • Tangible contribution to new product development, thematic solutions planning, and proprietary active management research.
  • Exposure to both data solutions and qualitative discussions with Harbor’s portfolio management team and external investments teams.
  • Exposure to both recurring analytics tasks as well as experimenting with new proprietary research.
Key Responsibilities
  • Become proficient in various analytical tools and produce robust quantitative and qualitative analyses on the investment performance and characteristics of current and prospective subadvisers.
  • Aid Research Directors in preparation of analyses on prospective subadvisors and underwriting of current subadvisors.
  • Participate in due diligence research meetings with current and prospective subadvisers.
  • Produce quarterly reports for use by Harbor’s board of directors and internal investment committees.
  • Assist Research Directors in preparation of thematic research materials and ad hoc fund specific content to be used in webinars and client communications.
  • Develop and articulate insights using qualitative and quantitative inputs from discussions with portfolio management teams, other researchers, market data, analytical tools, and databases.
  • Proactively search for new and enhanced methods for identifying, evaluating, and communicating sources of alpha from active management.
Key Behavioral Expectations
  • Drive for Results
  • Creates Culture of Collaboration
  • Communication & Engagement
  • Agility & Adaptability
Minimum Qualifications
  • Strong academic credentials – Bachelor’s Degree or higher.
  • 2-5 years experience in manager research, selection, or analyzing portfolios.
  • CFA or CFA candidate.
  • Quantitative mindset with the ability to incorporate qualitative information to draw conclusions from ambiguous data sets.
  • Good understanding of how active management fits into the asset management industry and intellectual curiosity to continue to build out a deep knowledge of the industry.
  • Proficient in portfolio analysis and manager research tools, such as Factset Portfolio Analytics, Morningstar Direct, or eVestment.
  • Demonstrated experience and skill in organizing, analyzing, and communicating data. Excellent Excel proficiency is essential.  Factset, Python/R, database, and/or Tableau experience is a plus.
  • Experience in querying data using business intelligence software or SQL is a plus.
  • Experience with data visualization, ideally Tableau or highly proficient in excel.
Knowledge, Skills, & Abilities Required

The ideal candidate will be an intelligent, energetic, outcome-oriented, conceptual thinker with the ability to quickly assess a situation and exercise sound business judgment.  The candidate must possess an innate curiosity to immerse themself in all aspects of Harbor Capital’s business and be sufficiently flexible to work on a variety of initiatives in a range of different functions, often at the same time. 

  • Proactive attitude and desire to work in an evolving, flexible, and entrepreneurial team within a diverse, structured, and dynamic investments group.
  • Desire to work in a fast paced and constantly changing environment.
  • Team oriented with strong intra- and cross-departmental communication skills. Ability to effectively communicate and excel in either an in-person or virtual team environment.
  • Curious and comfortable in exploring answers to open-ended questions.
  • Strong analytics skills and knowledge of quantitative analysis essential.  Strong statistics knowledge is desirable.
  • Ability to efficiently extract the key questions and insights of a particular task, and to effectively communicate analysis findings to individuals with a varying levels of investment knowledge.
  • Exceptional communication skills with an ability to consistently express ideas and develop engagement through various methods (PowerPoint, email, individual conversations, etc.).
  • With the guidance of team leadership, have the ability to self-manage their time to find the most effective ways to both complete analytical tasks, and proactively research new ideas.
Apply Online

We are a Federal Contractor and Affirmative Action Employer.
Below you will find the positions for which we are currently seeking qualified candidates.

Please consider this as a request to provide candidates for the following positions:

 

Job Title:

Presentations Senior Specialist

Company:

MFS Investment Management

Experience:

2+ years

Employment Type:

Full Time

Job Location:

Boston, MA

 

At MFS, you will find a culture that supports you in doing what you do best. Our employees work together to reach better outcomes, favoring the strongest idea over the strongest individual. We put people first and demonstrate care and compassion for our community and each other. Because what we do matters to us as valued professionals and to the millions of people and ins…

 

Job Title:

Fixed Income IPM Associate

Company:

MFS Investment Management

Experience:

1 to 2 years

Employment Type:

Full Time

Job Location:

Boston, MA

 

At MFS, you will find a culture that supports you in doing what you do best. Our employees work together to reach better outcomes, favoring the strongest idea over the strongest individual. We put people first and demonstrate care and compassion for our community and each other. Because what we do matters to us as valued professionals and to the millions of people and ins…

 

Job Title:

Marketing Data Science Analyst

Company:

MFS Investment Management

Experience:

5 to 6 years

Employment Type:

Full Time

Job Location:

Boston, MA

 

At MFS, you will find a culture that supports you in doing what you do best. Our employees work together to reach better outcomes, favoring the strongest idea over the strongest individual. We put people first and demonstrate care and compassion for our community and each other. Because what we do matters to us as valued professionals and to the millions of people and ins…

 

Job Title:

Investment Product Operational Risk Management Sr. Analyst

Company:

MFS Investment Management

Experience:

2 to 5 years

Employment Type:

Full Time

Job Location:

Boston, MA

 

At MFS, you will find a culture that supports you in doing what you do best. Our employees work together to reach better outcomes, favoring the strongest idea over the strongest individual. We put people first and demonstrate care and compassion for our community and each other. Because what we do matters to us as valued professionals and to the millions of people and ins…

 

Job Title:

Manager – Business Systems Analysis

Company:

MFS Investment Management

Experience:

7+ years

Employment Type:

Full Time

Job Location:

Boston, MA

 

At MFS, you will find a culture that supports you in doing what you do best. Our employees work together to reach better outcomes, favoring the strongest idea over the strongest individual. We put people first and demonstrate care and compassion for our community and each other. Because what we do matters to us as valued professionals and to the millions of people and ins…

 

Job Title:

Sr. Regional Consultant- Wisconsin

Company:

MFS Investment Management

Experience:

2+ years

Employment Type:

Full Time

Job Location:

Milwaukee, WI

 

At MFS, you will find a culture that supports you in doing what you do best. Our employees work together to reach better outcomes, favoring the strongest idea over the strongest individual. We put people first and demonstrate care and compassion for our community and each other. Because what we do matters to us as valued professionals and to the millions of people and ins…

 

Job Title:

SUMMER 2023 – Financial Sales Internship – Phoenix, AZ

Company:

MFS Investment Management

Experience:

Open

Employment Type:

Full Time

Job Location:

Phoenix, AZ

 

At MFS, you will find a culture that supports you in doing what you do best. Our employees work together to reach better outcomes, favoring the strongest idea over the strongest individual. We put people first and demonstrate care and compassion for our community and each other. Because what we do matters to us as valued professionals and to the millions of people and ins…

 

Job Title:

Business Systems Lead Analyst

Company:

MFS Investment Management

Experience:

7 to 10 years

Employment Type:

Full Time

Job Location:

Boston, MA

 

At MFS, you will find a culture that supports you in doing what you do best. Our employees work together to reach better outcomes, favoring the strongest idea over the strongest individual. We put people first and demonstrate care and compassion for our community and each other. Because what we do matters to us as valued professionals and to the millions of people and ins…

 

Job Title:

Senior Security Engineer

Company:

MFS Investment Management

Experience:

7+ years

Employment Type:

Full Time

Job Location:

Boston, MA

 

At MFS, you will find a culture that supports you in doing what you do best. Our employees work together to reach better outcomes, favoring the strongest idea over the strongest individual. We put people first and demonstrate care and compassion for our community and each other. Because what we do matters to us as valued professionals and to the millions of people and ins…

 

Job Title:

QA Lead Engineer

Company:

MFS Investment Management

Experience:

5 to 7 years

Employment Type:

Full Time

Job Location:

Boston, MA

 

At MFS, you will find a culture that supports you in doing what you do best. Our employees work together to reach better outcomes, favoring the strongest idea over the strongest individual. We put people first and demonstrate care and compassion for our community and each other. Because what we do matters to us as valued professionals and to the millions of people and ins…

 

Job Title:

Sr. Wintel Engineer

Company:

MFS Investment Management

Experience:

5+ years

Employment Type:

Full Time

Job Location:

Boston, MA

 

At MFS, you will find a culture that supports you in doing what you do best. Our employees work together to reach better outcomes, favoring the strongest idea over the strongest individual. We put people first and demonstrate care and compassion for our community and each other. Because what we do matters to us as valued professionals and to the millions of people and ins…

 

Job Title:

Enterprise Data Architect

Company:

MFS Investment Management

Experience:

5 to 8 years

Employment Type:

Full Time

Job Location:

Boston, MA

 

At MFS, you will find a culture that supports you in doing what you do best. Our employees work together to reach better outcomes, favoring the strongest idea over the strongest individual. We put people first and demonstrate care and compassion for our community and each other. Because what we do matters to us as valued professionals and to the millions of people and ins…

 

Job Title:

Full Stack Developer

Company:

MFS Investment Management

Experience:

7+ years

Employment Type:

Full Time

Job Location:

Boston, MA

 

At MFS, you will find a culture that supports you in doing what you do best. Our employees work together to reach better outcomes, favoring the strongest idea over the strongest individual. We put people first and demonstrate care and compassion for our community and each other. Because what we do matters to us as valued professionals and to the millions of people and ins…

 

Job Title:

Lead Java Architect

Company:

MFS Investment Management

Experience:

7 to 10 years

Employment Type:

Full Time

Job Location:

Boston, MA

 

At MFS, you will find a culture that supports you in doing what you do best. Our employees work together to reach better outcomes, favoring the strongest idea over the strongest individual. We put people first and demonstrate care and compassion for our community and each other. Because what we do matters to us as valued professionals and to the millions of people and ins…

 

Job Title:

Director of Security

Company:

MFS Investment Management

Experience:

10 years

Employment Type:

Full Time

Job Location:

Boston, MA

 

At MFS, you will find a culture that supports you in doing what you do best. Our employees work together to reach better outcomes, favoring the strongest idea over the strongest individual. We put people first and demonstrate care and compassion for our community and each other. Because what we do matters to us as valued professionals and to the millions of people and ins…

 

Job Title:

Enterprise Architect – Investment Data Technology

Company:

MFS Investment Management

Experience:

5 to 8 years

Employment Type:

Full Time

Job Location:

Boston, MA

 

At MFS, you will find a culture that supports you in doing what you do best. Our employees work together to reach better outcomes, favoring the strongest idea over the strongest individual. We put people first and demonstrate care and compassion for our community and each other. Because what we do matters to us as valued professionals and to the millions of people and ins…

 

Job Title:

Sr. Product Owner

Company:

MFS Investment Management

Experience:

8+ years

Employment Type:

Full Time

Job Location:

Boston, MA

 

At MFS, you will find a culture that supports you in doing what you do best. Our employees work together to reach better outcomes, favoring the strongest idea over the strongest individual. We put people first and demonstrate care and compassion for our community and each other. Because what we do matters to us as valued professionals and to the millions of people and ins…

 

Job Title:

Senior Corporate Communications Manager

Company:

MFS Investment Management

Experience:

8 to 12 years

Employment Type:

Full Time

Job Location:

Boston, MA

 

At MFS, you will find a culture that supports you in doing what you do best. Our employees work together to reach better outcomes, favoring the strongest idea over the strongest individual. We put people first and demonstrate care and compassion for our community and each other. Because what we do matters to us as valued professionals and to the millions of people and ins…

 

Job Title:

Lead Business Systems Analyst

Company:

MFS Investment Management

Experience:

7+ years

Employment Type:

Full Time

Job Location:

Boston, MA

 

At MFS, you will find a culture that supports you in doing what you do best. Our employees work together to reach better outcomes, favoring the strongest idea over the strongest individual. We put people first and demonstrate care and compassion for our community and each other. Because what we do matters to us as valued professionals and to the millions of people and ins…

 

Job Title:

Fixed Income Structured Products Research Analyst

Company:

MFS Investment Management

Experience:

8+ years

Employment Type:

Full Time

Job Location:

Boston, MA

 

At MFS, you will find a culture that supports you in doing what you do best. Our employees work together to reach better outcomes, favoring the strongest idea over the strongest individual. We put people first and demonstrate care and compassion for our community and each other. Because what we do matters to us as valued professionals and to the millions of people and ins…

 

Job Title:

Sr. Manager – Product Owner

Company:

MFS Investment Management

Experience:

2 to 8 years

Employment Type:

Full Time

Job Location:

Boston, MA

 

At MFS, you will find a culture that supports you in doing what you do best. Our employees work together to reach better outcomes, favoring the strongest idea over the strongest individual. We put people first and demonstrate care and compassion for our community and each other. Because what we do matters to us as valued professionals and to the millions of people and ins…

 

Job Title:

Senior Internal Auditor

Company:

MFS Investment Management

Experience:

Open

Employment Type:

Full Time

Job Location:

Boston, MA

 

At MFS, you will find a culture that supports you in doing what you do best. Our employees work together to reach better outcomes, favoring the strongest idea over the strongest individual. We put people first and demonstrate care and compassion for our community and each other. Because what we do matters to us as valued professionals and to the millions of people and ins…

 

Job Title:

Fund Administration Associate

Company:

MFS Investment Management

Experience:

0 to 1 years

Employment Type:

Full Time

Job Location:

Boston, MA

 

At MFS, you will find a culture that supports you in doing what you do best. Our employees work together to reach better outcomes, favoring the strongest idea over the strongest individual. We put people first and demonstrate care and compassion for our community and each other. Because what we do matters to us as valued professionals and to the millions of people and ins…

 

Job Title:

Enterprise Risk Business Partner – IT & Investment Operations

Company:

MFS Investment Management

Experience:

6 to 8 years

Employment Type:

Full Time

Job Location:

Boston, MA

 

At MFS, you will find a culture that supports you in doing what you do best. Our employees work together to reach better outcomes, favoring the strongest idea over the strongest individual. We put people first and demonstrate care and compassion for our community and each other. Because what we do matters to us as valued professionals and to the millions of people and ins…

 

Job Title:

Client Research Representative II

Company:

MFS Investment Management

Experience:

3+ years

Employment Type:

Full Time

Job Location:

Boston, MA

 

At MFS, you will find a culture that supports you in doing what you do best. Our employees work together to reach better outcomes, favoring the strongest idea over the strongest individual. We put people first and demonstrate care and compassion for our community and each other. Because what we do matters to us as valued professionals and to the millions of people and ins…

 

Job Title:

Quantitative Trading Strategist

Company:

MFS Investment Management

Experience:

3 to 5 years

Employment Type:

Full Time

Job Location:

Boston, MA

 

At MFS, you will find a culture that supports you in doing what you do best. Our employees work together to reach better outcomes, favoring the strongest idea over the strongest individual. We put people first and demonstrate care and compassion for our community and each other. Because what we do matters to us as valued professionals and to the millions of people and ins…

 

Job Title:

Multi Asset Research Analyst

Company:

MFS Investment Management

Experience:

7+ years

Employment Type:

Full Time

Job Location:

Boston, MA

 

At MFS, you will find a culture that supports you in doing what you do best. Our employees work together to reach better outcomes, favoring the strongest idea over the strongest individual. We put people first and demonstrate care and compassion for our community and each other. Because what we do matters to us as valued professionals and to the millions of people and ins…

 

Job Title:

Retail Internal Associate – Phoenix

Company:

MFS Investment Management

Experience:

Open

Employment Type:

Full Time

Job Location:

Phoenix, AZ

 

At MFS, you will find a culture that supports you in doing what you do best. Our employees work together to reach better outcomes, favoring the strongest idea over the strongest individual. We put people first and demonstrate care and compassion for our community and each other. Because what we do matters to us as valued professionals and to the millions of people and ins…

 

Job Title:

Investment Compliance Sr. Specialist

Company:

MFS Investment Management

Experience:

5+ years

Employment Type:

Full Time

Job Location:

Boston, MA

 

At MFS, you will find a culture that supports you in doing what you do best. Our employees work together to reach better outcomes, favoring the strongest idea over the strongest individual. We put people first and demonstrate care and compassion for our community and each other. Because what we do matters to us as valued professionals and to the millions of people and ins…

 

Job Title:

Institutional Consultant Relations Analyst

Company:

MFS Investment Management

Experience:

0 to 2 years

Employment Type:

Full Time

Job Location:

Boston, MA

 

At MFS, you will find a culture that supports you in doing what you do best. Our employees work together to reach better outcomes, favoring the strongest idea over the strongest individual. We put people first and demonstrate care and compassion for our community and each other. Because what we do matters to us as valued professionals and to the millions of people and ins…

 

Job Title:

Business Systems Lead Analyst (Derivative Specialist)

Company:

MFS Investment Management

Experience:

7+ years

Employment Type:

Full Time

Job Location:

Boston, MA

 

At MFS, you will find a culture that supports you in doing what you do best. Our employees work together to reach better outcomes, favoring the strongest idea over the strongest individual. We put people first and demonstrate care and compassion for our community and each other. Because what we do matters to us as valued professionals and to the millions of people and ins…

 

Job Title:

Client Reporting Analyst – US

Company:

MFS Investment Management

Experience:

3+ years

Employment Type:

Full Time

Job Location:

Boston, MA

 

At MFS, you will find a culture that supports you in doing what you do best. Our employees work together to reach better outcomes, favoring the strongest idea over the strongest individual. We put people first and demonstrate care and compassion for our community and each other. Because what we do matters to us as valued professionals and to the millions of people and ins…

 

Job Title:

Procurement Lead Specialist

Company:

MFS Investment Management

Experience:

5 to 6 years

Employment Type:

Full Time

Job Location:

Boston, MA

 

At MFS, you will find a culture that supports you in doing what you do best. Our employees work together to reach better outcomes, favoring the strongest idea over the strongest individual. We put people first and demonstrate care and compassion for our community and each other. Because what we do matters to us as valued professionals and to the millions of people and ins…

 

Job Title:

Data Automation QA Engineer – Investment Data Technology

Company:

MFS Investment Management

Experience:

4 to 7 years

Employment Type:

Full Time

Job Location:

Boston, MA

 

At MFS, you will find a culture that supports you in doing what you do best. Our employees work together to reach better outcomes, favoring the strongest idea over the strongest individual. We put people first and demonstrate care and compassion for our community and each other. Because what we do matters to us as valued professionals and to the millions of people and ins…

 

Job Title:

Senior Consultant – Learning & Development

Company:

MFS Investment Management

Experience:

Open

Employment Type:

Full Time

Job Location:

Boston, MA

 

At MFS, you will find a culture that supports you in doing what you do best. Our employees work together to reach better outcomes, favoring the strongest idea over the strongest individual. We put people first and demonstrate care and compassion for our community and each other. Because what we do matters to us as valued professionals and to the millions of people and ins…

 

Job Title:

Fixed Income Research Associate

Company:

MFS Investment Management

Experience:

Open

Employment Type:

Full Time

Job Location:

Boston, MA

 

At MFS, you will find a culture that supports you in doing what you do best. Our employees work together to reach better outcomes, favoring the strongest idea over the strongest individual. We put people first and demonstrate care and compassion for our community and each other. Because what we do matters to us as valued professionals and to the millions of people and ins…

 

Job Title:

Cloud Sr. Engineer

Company:

MFS Investment Management

Experience:

5+ years

Employment Type:

Full Time

Job Location:

Boston, MA

 

At MFS, you will find a culture that supports you in doing what you do best. Our employees work together to reach better outcomes, favoring the strongest idea over the strongest individual. We put people first and demonstrate care and compassion for our community and each other. Because what we do matters to us as valued professionals and to the millions of people and ins…

 

Job Title:

SPRING 2023 – Financial Sales Co-ops (6 Months)

Company:

MFS Investment Management

Experience:

Open

Employment Type:

Full Time

Job Location:

Boston, MA

 

At MFS, you will find a culture that supports you in doing what you do best. Our employees work together to reach better outcomes, favoring the strongest idea over the strongest individual. We put people first and demonstrate care and compassion for our community and each other. Because what we do matters to us as valued professionals and to the millions of people and ins…

 

Job Title:

Internal Wholesaler

Company:

MFS Investment Management

Experience:

1+ years

Employment Type:

Full Time

Job Location:

Phoenix, AZ

 

At MFS, you will find a culture that supports you in doing what you do best. Our employees work together to reach better outcomes, favoring the strongest idea over the strongest individual. We put people first and demonstrate care and compassion for our community and each other. Because what we do matters to us as valued professionals and to the millions of people and ins…

 

Job Title:

Investment Data Strategist

Company:

MFS Investment Management

Experience:

15+ years

Employment Type:

Full Time

Job Location:

Boston, MA

 

At MFS, you will find a culture that supports you in doing what you do best. Our employees work together to reach better outcomes, favoring the strongest idea over the strongest individual. We put people first and demonstrate care and compassion for our community and each other. Because what we do matters to us as valued professionals and to the millions of people and ins…

 

Job Title:

SPRING 2023 – IT Business Analyst Co-ops (6 Months)

Company:

MFS Investment Management

Experience:

Open

Employment Type:

Full Time

Job Location:

Boston, MA

 

At MFS, you will find a culture that supports you in doing what you do best. Our employees work together to reach better outcomes, favoring the strongest idea over the strongest individual. We put people first and demonstrate care and compassion for our community and each other. Because what we do matters to us as valued professionals and to the millions of people and ins…

 

Job Title:

Sales – Retail Internal Specialist

Company:

MFS Investment Management

Experience:

Open

Employment Type:

Full Time

Job Location:

Miami, FL

 

At MFS, you will find a culture that supports you in doing what you do best. Our employees work together to reach better outcomes, favoring the strongest idea over the strongest individual. We put people first and demonstrate care and compassion for our community and each other. Because what we do matters to us as valued professionals and to the millions of people and ins…

 

Job Title:

Software Engineering Lead Engineer – Investment Data Harmization

Company:

MFS Investment Management

Experience:

3 to 5 years

Employment Type:

Full Time

Job Location:

Boston, MA

 

At MFS, you will find a culture that supports you in doing what you do best. Our employees work together to reach better outcomes, favoring the strongest idea over the strongest individual. We put people first and demonstrate care and compassion for our community and each other. Because what we do matters to us as valued professionals and to the millions of people and ins…

 

Job Title:

Sr Software Engineer

Company:

MFS Investment Management

Experience:

5+ years

Employment Type:

Full Time

Job Location:

Boston, MA

 

At MFS, you will find a culture that supports you in doing what you do best. Our employees work together to reach better outcomes, favoring the strongest idea over the strongest individual. We put people first and demonstrate care and compassion for our community and each other. Because what we do matters to us as valued professionals and to the millions of people and ins…

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