Women Investment Professionals

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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

Note to applicants:  Resumes are required as part of your application.  When applying from a mobile device or tablet, you may not be able to attach a resume.  If you cannot attach a resume at the time of your application, you will receive a follow up email asking you to attach your resume from a computer.

Job Description:

The Regional Director, Institutional Sales will develop relationships with institutional investors in the Western United States and will work closely with colleagues throughout Dimensional to meet those objectives.  The successful candidate will be capable of building strong relationships at all levels of a client’s business to understand their investment needs, and identify selling opportunities. Success in the role will require the candidate to acquire a deep understanding of Dimensional’ s business processes, investment philosophy and approach, and effectively articulate this to clients. The candidate will work directly with the sales and consultant teams, along with other internal departments such as marketing, portfolio management, and analytics to ensure clients receive exceptional client service and be accountable for the team delivering it.

Responsibilities:

  • Develop, coordinate and implement marketing and sales and client service programs for institutional clients and prospects in the Western United States
  • Work with senior Institutional Services team members to fully develop all opportunities in the region
  • Build and maintain deep relationships with staff at all levels of a client’s business
  • Provide constructive feedback on strategies and trends to the executive, sales and investment management teams
  • Lead complex technical investment discussions, including review meetings, with a sophisticated audience
  • Act as an intellectual contributor and a trusted advisor to our prospects and clients

Qualifications:

  • A minimum of five years of investment sales experience required, ideally gained from working at an institutional asset manager in a sales and client service capacity
  • Experience working with defined contribution, defined benefit, endowment & foundation clients
  • A strong sense of professional and personal integrity and high ethical standards
  • Demonstration of initiative, accountability and a focus on delivering consistent quality work
  • Commitment to the philosophy and process underlying Dimensional’ s investment approach
  • Excellent written and verbal communication skills, particularly with regards to conveying technical investment approaches and key selling points in a clear and compelling manner
  • An extensive knowledge of the institutional investment business
  • Ability to prioritize and to exercise time management
  • A strong academic background is required; MBA and/or CFA strongly preferred
  • A proven track record and history of success is required

Apply Online

Dimensional offers a variety of programs to help take care of you, your family, and your career, including comprehensive benefits, educational initiatives, and special celebrations of our history, culture, and growth.

To ensure the safety and wellbeing of our employees during COVID-19, the majority of Dimensional’s employees are currently working remotely. Firm leadership evaluates the situation on an ongoing basis as to when employees could return to our corporate offices.

It is the policy of the Company to provide equal employment opportunity for all applicants and employees. The Company does not unlawfully discriminate on the basis of race, color, religion, creed, sex, gender, gender identity, gender expression, national origin, age, disability, genetic information, ancestry, medical condition, marital status, covered veteran status, citizenship status, sexual orientation, or any other protected status. This policy applies to all areas of employment including recruitment, hiring, training, job assignment, promotion, compensation, benefits, transfer, discipline, termination, and social and recreational programs.

 

POSITION DESCRIPTION:

$100,000.00 – $132,000.00 Annually

720 3rd Avenue, 9th Floor, Seattle, Washington Civil Service Exempt, Regular, Full-time

The Seattle City Employees’ Retirement System (SCERS) is a public pension system that provides retirement income to City of Seattle employees and their beneficiaries. There are approximately 9,000 active employee members and 7,000 retired employee members (or their beneficiaries) who participate in the plan. SCERS is led by a seven-member Board of Administration and an Executive Director appointed by the Board.

SCERS is seeking highly qualified candidates for Investment Officer position. The Investment Officer will contribute to the stewardship of a $3.5 billion investment portfolio that is diversified by asset class and managed by multiple investment management firms (“investment managers”). The Investment Officer will be primarily focused on researching investment strategies, conducting due diligence on investment managers, and monitoring the portfolio.

This is a full-time exempt position reporting to the Chief Investment Officer.

Candidates must submit the following information to be considered for this position:

  1. Completed on-line
  2. Cover letter.
  3. Resume
  4. Reference information to include reference name, position, company, and contact information (both email and phone number).

JOB RESPONSIBILITIES:

  • Participate in the sourcing, due diligence, and monitoring of existing and prospective investment managers across asset classes, including public equity, fixed income, private equity, credit, real estate, and
  • Work in close collaboration with the other members of the investment team and the external investment consultant to determine portfolio and asset class
  • Prepare written analyses that synthesize qualitative and quantitative information to arrive at well-reasoned conclusions.
  • Actively engage in internal discussion to debate the advantages and drawbacks of investment actions under consideration.
  • Effectively present and communicate recommended investment actions to the SCERS Investment Committee.
  • Contribute to the development of SCERS’s policies and procedures.
  • Participate in the review and negotiation of business terms and legal contracts with investment managers.
  • Perform certain administrative tasks, such as generating reports or collecting data, that assist in portfolio management and monitoring.
QUALIFICATIONS:

 MINIMUM QUALIFICATIONS:

Education: A Bachelor’s degree, preferably in Economics, Finance, Accounting, Mathematics, or a closely related or hard sciences field.

Knowledge, Skills, and Experience:
  • Three or more years of investment-related work experience.
  • Demonstrated resourcefulness and a curiosity and commitment to learning about investing and the capital markets.
  • Excellent verbal and written communication and presentation skills.
  • Advanced proficiency with Excel and the ability to quickly learn new applications as needed.
PREFERRED QUALIFICATIONS:
  • Five or more years of investment-related work experience.
  • Completion or progress towards a Chartered Financial Analyst (CFA) designation, Chartered Alternative Investment Analyst (CAIA) designation or a master’s degree in a relevant
  • Prior experience working within a multi-asset class, multi-manager
  • Experience with Bloomberg, eVestment or other investment tools.
ADDITIONAL INFORMATION:

 The position involves working on a compact team that provides a breadth of experience and an opportunity to have meaningful impact. Under normal circumstances, travel would be required (up to 20% of your time) to meet with investment managers and deepen knowledge of the capital markets. During the Covid-19 pandemic, work is performed remotely.

The hiring process involves a background check of conviction and arrest records in compliance with Seattle’s Fair Chance Employment Ordinance, SMC 14.17. Applicants will be provided an opportunity to explain or correct background information.

This position is open to all candidates who meet the minimum qualifications. SCERS values diverse perspectives and life experiences. Applicants will be considered regardless of race, color, creed, national origin, ancestry, sex, marital status, disability, religious or political affiliation, age, sexual orientation, or gender identity. SCERS encourages people of all backgrounds to apply, including people of color, immigrants, refugees, women, LGBTQ, people with disabilities, veterans, and those with diverse life experiences.

APPLICATIONS MAY BE FILED ONLINE:

Job #2021-00090

If you are unable to apply on-line you may submit a paper application by the closing date to our office.

OUR OFFICE IS LOCATED AT:

Seattle Municipal  Tower 700 5th Avenue, Suite 5500

Seattle, WA 98104 Careers@sea ttle.gov

http://www.seattle.gov/jobs INVESTMENT OFFICER

Who May Apply: This position is open to all candidates that meet the minimum qualifications. The City of Seattle values diverse perspectives and life experiences. Applicants will be considered regardless of race, color, creed, national origin, ancestry, sex, marital status, disability, religious or political affiliation, age, sexual orientation, or gender identity. The Department encourages people of all backgrounds to apply, including people of color, immigrants, refugees, women, LGBTQ people, people with disabilities, veterans and those with diverse life experiences.

Accommodations for people with disabilities are provided on request.

 The City is a Drug Free Workplace.

The Opportunity:

Mesirow Financial is an independent, employee-owned firm founded in 1937. As specialists in investment, risk management and advisory services, we are committed to helping our institutional, corporate, and individual clients achieve their objectives. We are proud of Mesirow’s culture of fostering team member engagement, entrepreneurship, and empowerment. 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.

The role of the Investment Research Analyst is to support the Mesirow Wealth Management team and Investment Committee with due diligence, timely investment analysis, communicating with fund managers and advisors about investments, creating watch lists, and preparing investment memos.

Responsibilities:

  • Conduct quantitative and qualitative analysis of investment managers and other investment opportunities
  • Provide information to the Investment Committee to support the decision-making process
  • Participate in meetings to discuss investment themes and present investment research
  • Schedule and conduct portfolio manager interviews and summarize conversation notes
  • Provide commentary for marketing pieces on research topics such as market trends, equity and fixed income, and alternative investment analyses
  • Maintain due diligence files

Requirements:

  • Demonstrated passion for financial markets and investing
  • Bachelor’s degree in finance, economics, mathematics, statistics, or a related field
  • Progress towards CFA or similar designation preferred
  • Series 7 preferred
  • One to four years’ financial services or investment research experience. Advanced knowledge with financial planning and investment-oriented databases and analytical software (i.e. Morningstar, Bloomberg, Excel, etc.) strongly preferred
  • Excellent written, verbal, and interpersonal communication skills are required
  • Demonstrates the ability to work and interact with all levels within the organization
  • Superior skills in organization, time management, prioritization, research and self-motivation
  • Team player with a positive attitude

Apply Online

Summary
The Managing Director, ESG Strategy plays a key role in the strategy, daily management, and support of ESG at Jennison. He/She will liaise with leaders working across three key pillars (1) commitment to corporate responsibility, (2) ESG research and integration and (3) actively managing, communicating and promoting Corporate Responsibility both internally and externally. Reporting directly to the Head of Product and Strategy, the incumbent will work with colleagues across the firm in Product Development, Distribution, Human Resources, Legal, Marketing and Risk as well as various investment teams, to implement and review our ESG related practices from both an internal and external lens. He / She would coordinate all efforts surrounding internal environmental stewardship, social responsibility and corporate governance. Activities include ESG stewardship externally, strategy and thought leadership, ESG research, engagement and investment integration by strategy, ESG reporting and working in conjunction with business development on ESG products.
Key Responsibilities
Functions include but are not limited to the following:
–Represent Jennison with ESG initiatives externally including but not limited to:

  • Organizations / Conferences
  • UN’s Principles for Responsible Investing
  • Serve as an ESG Specialist in client meetings by promoting Jennison’s ESG framework
  • Responsible for any ESG related press engagements
  • Responsible for determining how Jennison contributes to ESG in the industry

–Represent Jennison with ESG initiatives internally including but not limited to:

  • Serve as a thought partner to the Management Team in establishing the firm wide Corporate Responsibility vision, strategy and multi-year implementation plan
  • Partner with key internal stakeholders to regularly discuss strategy and goals, monitor progress and highlight challenges and support various initiatives and activities (e.g., consult with the Distribution team to research and advise on best practices for sharing data externally)
  • Organize and facilitate meetings, bringing together relevant colleagues, to discuss and highlight comprehensive progress against our ESG goals
  • Keep abreast of external global market ESG trends, both within and outside of the asset management industry, and discuss impact with investment professionals
  • In partnership with Jennison’s Marketing team, contribute content and data for our ESG webpage, ensuring that we highlight information relevant to employees as well as current and potential clients
  • Create and review relevant policies/documentation related to ESG including proxy voting
  • Serve as the initial key contact for ESG inquiries and direct these appropriately
  • Collaborate with marketing to create relevant ESG content and communications, including highlighting activities via social media (our website and LinkedIn)
  • Serve as key content creator for all ESG related presentation materials and oversee related spreadsheets and other documents as necessary to ensure consistent firmwide messaging
  • Serve on Jennison ESG Council as well as ESG Council for PGIM

–Conduct special projects and performs additional duties as needed

Requirements

  • The successful candidate must be a self-starter with the ability to work independently and in cross-functional groups. Must have the ability to focus on the details with maintaining the ability to comprehend the ‘bigger’ picture. The successful candidate must have excellent project management skills; the ability to multi-task/juggle multiple projects at once, being flexible to changing directions as needed; while staying on top of all initiatives so as to deliver them on-time and in scope.
  • 10+ years of experience overall with a minimum of 7 years of experience in ESG within an Asset Management firm
  • Undergrad or Graduate degree in Corporate Responsibility/Sustainability or related field preferred
  • Must have understanding of financial markets and various investment disciplines
  • Demonstrated interest in ESG issues and trends and strong willingness to advance knowledge
  • Outstanding analytical skills with a proven ability to solve problems in a logical and timely manner
  • A collegial work style and a willingness to perform a wide range of tasks
  • Strong organizational skills and attention to detail
  • Entrepreneurial and organized personality with the ability to work independently as well as in a team environment
  • Project experience and ability to implement business processes
  • Open to occasional travel, as required

Apply Now
If interested, please complete our online application HERE.

Summary

The senior investment writer will report to the Head of Strategic Content and will be tasked with creating institutional-quality content for the firm’s expanding marketing and media programs. The writer will be instrumental to the success of key marketing projects and will have a high level of visibility across the firm. The successful candidate will work closely with product specialists, portfolio managers and analysts across Jennison’s equities platform to craft content for different marketing channels, including print, web and social media. The ideal candidate will thrive in a fast-paced, collaborative environment and will be adept at translating nuanced investment ideas into clear, timely and compelling marketing materials.

Key Responsibilities

Functions include but are not limited to the following:

  • Work closely with portfolio managers, product specialists and other internal groups to create editorial, product-related and promotional content. End-deliverables will primarily consist of white papers, articles, investment outlooks, presentations, client talking points and client commentary
  • Manage the content development process, from thesis development through stakeholder reviews (content sponsors, marketing, compliance) and production
  • Participate in the creative process and planning for the firm’s marketing campaigns. Provide copywriting and editorial support for tasks that may include but are not limited to topic selection and video and webcast planning and scripting
  • Build and maintain strong relationships with key partners across the firm to ensure alignment of goals
  • Ad hoc support to draft and/or edit executive communications as needed
  • Participate in the planning and buildout of the firm’s editorial pipeline
  • Contribute to efforts to refine the voice of the firm and codify editorial style guidelines
  • Ensure timely completion of deliverables to a high standard
  • Provide assistance constructing sensitive or complex RFP/RFI responses on occasion
  • Work with strategic partner firms on content development as needed

Requirements

  • 7-10 years industry experience writing about equities, broader industry dynamics and market trends
  • BA/BS or Equivalent required, MBA desirable
  • rack record of success creating content for institutional investors and their intermediaries
  • Must be able to interpret investment data. Data visualization skills desirable
  • Superior writing and editing skills
  • Ability to integrate analytical thought with creative flair. Appeal to audiences with well-written and well-supported theses.
  • Experience collaborating within a transforming marketing organization as well as with sales, product, investment, and legal and compliance partners throughout the firm
  • Motivated, with integrity and sense of accountability
  • Possess an intellectual curiosity and desire to engage with different ideas
  • Strong sense of urgency, proactive, and results oriented 

Human Resources Contact
If you are interested in this role please apply here.
Jennison is committed to treating all applicants and employees fairly and to providing equal opportunity in compliance with applicable federal, state and local laws. Jennison does not and will not discriminate against any employee or applicant for employment on the basis of race, religion, ancestry, color, gender, gender identity, pregnancy, age, physical or mental disability, national origin, marital status, sexual orientation, citizenship status, covered-veteran or military status, genetic information, and/or any other factor protected
by law.

Summary
The Request for Proposal process is a distribution function, contributing proactively to the sales process. The team is responsible for creating language and documents to articulate Jennison Associates’ unique value proposition and product differentiation to clients and prospective clients. This is a cross-functional team expected to work closely with Jennison’s portfolio specialists, portfolio managers, product management, client service and sales personnel as well as the rest of marketing to create, curate and maintain firm and product language as well as finalize RFPs, RFIs and a variety of new business related requests.

This senior leadership role will help to evolve the team from a sales support role to a proactive new business distribution function. The manager is the steward of the proposal development process from beginning to end. This role will oversee the development of proposals or other prospecting documents to describe organizational products and services in response to requests from
prospective clients.

Key Responsibilities
Functions include but are not limited to the following:

  • Own the entire RFP & Proposal processes
  • Own the language creation process with support from the marketing content team, portfolio specialists, portfolio managers and sales professionals
  • Provide technical writing support for subject matter experts to ensure standard formatting and single voice for commonly used RFP language
  • Responsible for the development and management of various proposal related projects to increase the company’s effectiveness at winning new business and retaining current clients
  • Manages all proposals and responses specific to our investment offerings; including writing new content, organizing related content from across the organization, and ensuring the professionalism
    and timeliness of final RFP responses
  • Provides value to each proposal being developed as a knowledgeable resource, strategic thinker, and value-added resource to the sales organization
  • Coordinate across various departments (sales, marketing, finance, operations and portfolio management/specialists) to provide the best responses and ensure timely responses to RFPs including organizing standard responses to common proposal questions
  • Oversee process to maintain standard investment, firm and team-related content in Jennison’s content system (Qvidian)
  • Implement processes to control and improve production standards as well as facilitate continuous improvement across team
  • Provide competitive intel to the proposal process and ensure Jennison is always responding to proposals competitively
  • Identify gaps in current RFP approach/team and propose new ideas and secure support from internal stakeholders to execute improvements
  • Continuously evaluate and improve RFP responses based on client feedback, sales needs and market research
  • Build a robust understanding of clients’ differing needs and levels of sophistication across the team, as well as product-specific knowledge as needed, in order to tailor responses to the target audience
  • Participate in other activities relevant to the function of the Marketing department
  • Help coordinate with sales team to vet RFPs and work together to respond appropriately

Requirements

  • 7-10 years of relevant experience
  • BA/BS or Equivalent required, MBA desirable
  • Exceptional technical writing skills including proficiency with Microsoft Word
  • Experience in designing and developing compelling RFP strategies
  • Previous experience as a RFP Manager with a proven track record of managing RFP responses
  • Strong project management skills, experience in driving multiple stakeholders and departments involved
  • Attention to detail and highly organized with the ability to handle multiple-tasks simultaneously and meet deadlines
  • Proven ability to influence cross-functional teams and peers that are not under direct control
  • Strong leadership and interpersonal skills. Excellent written and verbal communication skills
  • Self-motivated, results-driven with a high level of initiative and a sense of urgency
  • Self-Starter and “hands-on” type of mentality

Human Resources Contact
If you are interested in this role please apply here.
Jennison is committed to treating all applicants and employees fairly and to providing equal opportunity in compliance with applicable federal, state and local laws. Jennison does not and will not discriminate against any employee or applicant for employment on the basis of race, religion, ancestry, color, gender, gender identity, pregnancy, age, physical or mental disability, national origin, marital status, sexual orientation, citizenship status, covered-veteran or military status, genetic information, and/or any other factor protected by law.

Report to the Director of Operations, Accounting, and Audit (“DOAA”)
Application Deadline: March 5, 2021
Salary Range: Minimum $65,000

Responsibilities

The Portfolio Operations Analyst is responsible for monitoring and reporting on valuation of all investments; maintaining and assessing the accuracy of investment management fees for public and private markets; and managing investment operations of the Board under the direct oversight of ISBI’s Director of Operations, Accounting, and Audit (DOAA).

The Portfolio Operations Analyst has the following specific responsibilities, which shall include, but not be limited to:

1. In conjunction with the DOAA, responsible for all investment operations including but not limited to reviewing investment management fee invoices, fulfilling capital calls/distributions, and executing security and cash wire transfers.

2. Working with other staff, coordinate the execution and procedural documentation of period end portfolio valuation adjustments. Monitor all portfolio holdings and partnerships (across public and alternative portfolios) to ensure compliance with financial reporting requirements and conformity to Board objectives. Monitor compliance of investment portfolios for established investment manager guidelines.

3. Oversee and track all funding activities, including new funding events and redemptions, capital calls and distributions of management fees. Report investment performance of private investments.

4. Assess the accuracy of investment manager fees against agreed upon manager contractual agreements. Keep detailed records of all public and private investment management fees paid.

5. In conjunction with the DOAA, assist in the preparation and review of ISBI’s Annual Report. Monitor transmittal of reporting and compliance matters to investment accounting staff.

6. Compile data for various investment-related reporting requirements including requests under the Freedom of Information Act and elective ongoing portfolio surveys. Complete any relevant/related questionnaires on behalf of ISBI and analyze data collection outputs as applicable.

7. Organize and maintain investment related records within ISBI’s internal data warehouse as necessary to meet the Board’s data management storage standards.

8. Manage and coordinate ISBI Quarterly Valuation Signoff process.

9. Monitor and evaluate trade analytics and foreign exchange transactions within the portfolio.

10. Prepare portfolio performance quantitative metrics and manager specific qualitative details for upload on ISBI’s website as required information is made available.

11. Under the direction of the Executive Director/Chief Investment Officer, perform portfolio research on an ad hoc and ongoing basis.

12. Other duties as required or assigned.

Requirements

  • Minimum of 5 years of prior related experience required.
  • Bachelor’s degree required; MBA or CPA a plus.
  • Wealth/asset management fund operations experience a plus.
  • Strong Microsoft Excel computation and modeling skills.
  • Wealth/asset management fund operations experience a plus.
  • Strong Microsoft Excel computation and modeling skills.
  • Very strong attention to detail.
  • Thorough thinking and dynamic analytical skills.
  • Strong written and oral communications skills.
  • Working knowledge of other Microsoft programs.
  • Ability to start immediately a plus.

APPLY

Contact:

Heidi Strohman hstrohman@aegonam.com or apply online

Company Overview:

Aegon Asset Management is leading global investor. Our 360 investment professionals manage and advise on assets of US$386 billion for a global client-base of pension plans, public funds, insurance companies, banks, wealth managers, family offices and foundations. We organize our investment capabilities around four focused platforms: fixed income, real assets, equities, and multi-asset & solutions. Each platform has dedicated teams with deep asset-class expertise, organized globally and committed to maximizing client benefit from their specialist areas. We share a common belief in fundamental, research-driven active management, underpinned by effective risk management and a commitment to responsible investment. We are an international business: Our 1,200 employees work from 17 locations across Europe, the Americas and Asia.


Position Overview & Responsibilities:
Perform financial analysis to calculate performance results for Aegon Asset Management public and private fixed income asset classes

  • Interpret financial data from various systems to calculate performance results for fixed income asset classes.
  • Apply analytical and financial product knowledge and judgment to team processes.
  • Analyze and interpret performance results, data, and issues for users who must make economic or business decisions.
  • Ensure the integrity and accuracy of data used for performance reporting and collaborate with cross-functional teams to remedy discrepancies.
  • Ensure that performance results are consistent with Global Investment Performance Standard (GIPS) requirements.
  • Demonstrate an understanding of the flow of information, systems, and reporting tools to troubleshoot issues.
  • Contribute ideas and assist in implementation of improvements to efficiency, accuracy, and controls in relation to assigned work, projects, or other process enhancements.
  • Contribute to project work as assigned.

Senior level required qualifications:

  • Bachelor’s degree in finance or related field
  • Five years of business experience, including four years of experience in the institutional securities industry with performance measurement and/or attribution experience. Graduate degree may be substituted for up to two years of experience.
  • Progression toward advanced degree and/or appropriate professional certifications (i.e. CFA, FRM, CIPM, etc.)
  • Thorough knowledge of fixed income products, investment processes, and databases/trading systems
  • Demonstrated knowledge of investment performance calculations, analysis, and GIPS concepts
  • Ability to communicate effectively orally and in writing with a variety of audiences, including investment professionals and upper management
  • Ability to independently prioritize and work on multiple projects and assignments simultaneously
  • Strong customer service skills, with a focus on continuous improvement
  • Highly developed analytical, problem recognition and resolution, and organizational skills with attention to detail and accuracy
  • Self-motivated, proactive, and works well under pressure
  • Advanced skills in MS Excel.
  • Working knowledge MS Word, Access, and PowerPoint

Intermediate level required qualifications:

  • Bachelor’s degree in finance or related field
  • Three years of relevant experience in the financial services industry. Graduate degree may be substituted for up to two years of experience.
  • Working knowledge of fixed income products and investment processes
  • Ability to communicate effectively orally and in writing with a variety of audiences
  • Ability to work on multiple projects and assignments with minimal supervision
  • Strong customer service skills, with a focus on continuous improvement
  • Strong analytical, problem recognition and resolution, and organizational skills with attention to detail and accuracy
  • Self-motivated, proactive, and works well under pressure
  • Advanced skills in MS Excel
  • Working knowledge of MS Word, Access, PowerPoint

Preferred Qualifications:

  • Working knowledge of fixed income products and investment processes
  • Progress toward advanced degree or appropriate professional certifications (i.e. CFA or CIPM)
  • Advanced skills using formulas, pivot tables, VBA

Aegon USA Realty Advisors, LLC., is an Equal Opportunity Employer and does not discriminate against any applicant or employee on the basis of age, religion, sex, gender identity, genetic information, race, color, national origin, pregnancy, sexual orientation, marital status, participation in the uniformed services, physical or mental disability or any other status protected by federal state or local equal employment opportunities laws. In addition Transamerica will provide reasonable accommodations for qualified individuals with disabilities”.

Note to applicants:  Resumes are required as part of your application.  When applying from a mobile device or tablet, you may not be able to attach a resume.  If you cannot attach a resume at the time of your application, you will receive a follow up email asking  you to attach your resume from a computer.

Job Description:

The Regional Director, Independent Advisor Channel, is responsible for relationship management and business development of both existing and new clients in the Northeast. They will lead all sales related activities as well as organize efforts of client services team members to effectively address the needs of advisors.

To be successful, the Regional Director must have a solid foundational knowledge of investments, capital markets and asset allocation theory. The ability to discuss the sophisticated investment solutions that Dimensional provides is critical to working with and influencing Advisors. Just as important, the Regional Director must have a strong business development and client service orientation and understand the issues and challenges Advisors face in building a client-centric, fee-based business.

Responsibilities:
  • Sales leadership and management of a territory composed primarily of fee-only, high net worth financial advisors.
  • Develops and delivers strategies to recruit new advisor relationships and retention strategies for existing advisors.
  • Educates advisors on capital market behavior and investment theory.
  • Consults with advisor firms on building an efficient practice while providing a successful investment experience to clients.
  • Presents Dimensional Fund Advisors’ investment capabilities, investment theory and performance to Financial Advisors, branch offices, company conferences and industry functions.
  • Formulates and executes tailored Dimensional initiatives and champions existing company initiatives.
  • Be a team-player and sales and marketing thought leader within the Dimensional team.
  • Be a spokesperson and champion of the Dimensional brand and investment theory throughout the industry and marketplace.
  • Increase revenues, AUM and Advisor clients within the territory through the profitable growth of the Dimensional product suite.
Qualifications:
  • A personal alignment, understanding and appreciation of Dimensional’s investment process, philosophy and business strategy.
  • Strong consultative sales abilities in building Advisor relationships and raising assets.
  • Extensive knowledge and network of fee-based Financial Advisors who may share a similar investment philosophy to Dimensional or with enough intellectual curiosity to want to learn more about it.
  • An entrepreneurial spirit with high energy and passion; a self-starter.
  • Must have 10+ years of experience in the Financial Services Industry.
  • Bachelor’s Degree required; MBA or CFA strongly preferred.
  • Excellent written and verbal communication skills, particularly with regards to conveying technical investment approaches and key Dimensional selling points in a clear and compelling manner.
  • Ability to present Dimensional’s products and philosophy to small and large groups. 
  • Competitive but highly collaborative with the ability to work both independently and in a team environment.
  • Must be Series 7 licensed.

Apply Online

Dimensional offers a variety of programs to help take care of you, your family, and your career, including comprehensive benefits, educational initiatives, and special celebrations of our history, culture, and growth.

To ensure the safety and wellbeing of our employees during COVID-19, the majority of Dimensional’s employees are currently working remotely. Firm leadership evaluates the situation on an ongoing basis as to when employees could return to our corporate offices.

It is the policy of the Company to provide equal employment opportunity for all applicants and employees. The Company does not unlawfully discriminate on the basis of race, color, religion, creed, sex, gender, gender identity, gender expression, national origin, age, disability, genetic information, ancestry, medical condition, marital status, covered veteran status, citizenship status, sexual orientation, or any other protected status. This policy applies to all areas of employment including recruitment, hiring, training, job assignment, promotion, compensation, benefits, transfer, discipline, termination, and social and recreational programs.

Note to applicants:  Resumes are required as part of your application.  When applying from a mobile device or tablet, you may not be able to attach a resume.  If you cannot attach a resume at the time of your application, you will receive a follow up email asking  you to attach your resume from a computer.

Job Description:

The Regional Director, Bank/Trust Group, is responsible for relationship management and business development of both existing and new clients within the Bank Wealth Management and Trust channel. They will lead all sales related activities as well as organize efforts of client services team members to effectively address the needs of bank-based wealth management firms.

To be successful, the Regional Director must have a solid foundational knowledge of investments, capital markets and asset allocation theory. The ability to discuss the sophisticated investment solutions that Dimensional provides is critical to working with and influencing bank wealth management personnel. Just as important, the Regional Director must have a strong business development and client service orientation and understand the unique issues and challenges banks face in building a profitable, client-centric wealth management business.

Responsibilities:
  • Sales leadership and management of a territory composed primarily of bank broker/dealer and RIA platforms.
  • Develops and delivers strategies to recruit new bank relationships and retention strategies for existing bank clients.  A particular focus will be on generating new relationships with regional, super-regional, and national bank broker-dealer platforms.
  • Educates bank-based wealth management personnel on capital market behavior and investment theory.
  • Consults with bank executives on building an efficient wealth management division while providing a successful investment experience to clients.
  • Presents Dimensional Fund Advisors’ investment capabilities, investment theory and performance to bank wealth management personnel, branch offices, company conferences and industry functions.
  • Formulates and executes tailored Dimensional initiatives and champions existing company initiatives.
  • Be a team-player and sales and marketing thought leader within the Dimensional team.
  • Be a spokesperson and champion of the Dimensional brand and investment theory throughout the industry and marketplace.
  • Increase revenues, AUM and bank wealth management clients through the profitable growth of the Dimensional product suite.
Qualifications:
  • A personal alignment, understanding and appreciation of Dimensional’s investment process, philosophy and business strategy.
  • Must have 10+ years in wealth management, either as advisor or in distribution, in which a minimum of 5 has been involved in working with banks in some capacity
  • Excellent written and oral communication skills
  • Strong presentation skills (small and large groups)
  • Ability to work both independently and in a team environment
  • Must be series 7 licensed
  • Undergraduate Degree required, MBA or CFA preferred

 Apply Online

Dimensional offers a variety of programs to help take care of you, your family, and your career, including comprehensive benefits, educational initiatives, and special celebrations of our history, culture, and growth.

To ensure the safety and wellbeing of our employees during COVID-19, the majority of Dimensional’s employees are currently working remotely. Firm leadership evaluates the situation on an ongoing basis as to when employees could return to our corporate offices.

It is the policy of the Company to provide equal employment opportunity for all applicants and employees. The Company does not unlawfully discriminate on the basis of race, color, religion, creed, sex, gender, gender identity, gender expression, national origin, age, disability, genetic information, ancestry, medical condition, marital status, covered veteran status, citizenship status, sexual orientation, or any other protected status. This policy applies to all areas of employment including recruitment, hiring, training, job assignment, promotion, compensation, benefits, transfer, discipline, termination, and social and recreational programs.

Position Summary       

The New York State Teachers’ Retirement System is seeking candidates to fill an investment position that will assist the Fixed Income department in achieving its investment and strategic goals. The TRS Investment Officer Trainee/TRS Investment Officer 1 under the guidance of senior Fixed Income staff, will perform various duties including, but not limited to, report preparation, research and/or financial analysis, trade execution, monitoring securities agent lenders, monitoring external fixed income managers and administrative duties as necessary. Periodic travel is required of the incumbent.

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 written & verbal communication skills
  • Strong analytical skills and ability to draw conclusions from information
  • Excellent interpersonal skills and demonstrated ability to work effectively on a team
  • Working knowledge of Microsoft Office applications including: Excel, Word, Access and Power Point
  • Experience using the Bloomberg Professional investment analytic platform
  • Understanding of fixed income, the mechanics of securities lending, money markets and corporate credit analysis
  • Willing to pursue the CFA Charter Holder designation
  • Familiarity with securities lending
  • Familiarity with corporate credit analysis
  • Ability to interpret financial statements
  • Familiarity with the money market investment area
  • Familiarity with monitoring external money managers
  • Experience with securitized security (agency mbs, abs) analysis
  • Experience with rates security (USTs, SSAs) analysis

Physical Demands        None

Job Duties

Description

Under the supervision and direction of the TRS Investment Officer 2, the TRS Investment Officer 1/Trainee is responsible for, but not limited to, the following duties:

  • Actively monitor separate account securities lending programs administered by third party agent lenders for compliance with program guidelines. Also perform periodic analyses on securities lending programs that NYSTRS’ participates in as a result of commingled equity investments. Participate in conducting due diligence on prospective agent securities lenders as a result of any securities lending RFPs.-20%
  • Perform due diligence and financial analysis on bond issuers being considered for purchase and/or sale in the short and long term bond portfolio.- 20%
  • Actively monitor and analyze high beta corporate issuers including the review of rating agency reports, financial data and participate on conference calls – 15%
  • Perform assigned fixed income related quantitative and qualitative research and analyses, as well as prepare and develop periodic monthly and quarterly reports (e.g. for Board meetings) as requested- 5 to 20%
  • Assist in the management of bond analytical system(s) utilized, including generating reports, problem solving and acting as a liaison with analytical system vendor(s)- 10 to 20%
  • Perform administrative duties as necessary including: preparation, dissemination, follow up for receipt and review of the: annual broker/dealer updates, and five year broker/dealer questionnaire; annual No Gift policy letter; QIB document; and any counter party related documents that require completing. Also update and create policies & procedures.-5 to 10%
  • Participate in the active monitoring, due diligence and or research of external fixed income managers (i.e. global bonds)- 5 to 15%
  • Subsequent to being trained and when needed, execute short term bond and foreign exchange trades in a backup capacity – 0 to 15%

Application Deadline  04/01/2021

Special Instructions to Applicants THIS IS NOT A REMOTE WORK POSITION.
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

 

Position Summary       

The TRS Investment Officer 1 w/Traineeship will participate in the oversight and management of specific equity real estate investments consisting of directly owned properties and commingled fund investments. Under the supervision of higher level staff, the TRS Investment Officer 1 w/ Traineeship will be responsible for coordination, review and comment of property business plans; ongoing monitoring of property and fund performance; analysis of items outside of the business plan and fund documents, as well as quarterly performance reporting. Additionally, this position will participate with management and consultants on the preparation of the annual portfolio strategic plan, as well as participate in the underwriting of new property acquisitions and fund investments.
This position may be filled at the TRS Investment Officer Trainee 1 (salary grade 14) or TRS Investment Officer Trainee 2 (salary grade 16) or at the TRS Investment Officer 1 (salary grade 18) depending on the qualifications of the selected candidate.

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     

  • Critical thinking skills
  • Ability to work in a team environment, providing and accepting input/feedback on transactions
  • Previous real estate experience and knowledge related to acquiring, leasing, managing, financing or disposing of commercial properties
  • Previous financial analysis experience
  • Computer literacy including experience using Microsoft products, particularly Excel
  • Commitment to providing exceptional customer service
  • Excellent interpersonal skills
  • Excellent writing and verbal communication skills
  • Master’s degree in Accounting, Business Administration, Economics, Finance, Mathematics, Statistics, Engineering or in a closely related field
  • Having one or more of the following certifications: CAIA, CPA, CCIM, MAI, or CFA

Physical Demands        None

Job Duties

Description                   

Under the general direction of higher-level staff, the TRS Investment Officer 1 w/Traineeship will be responsible for, but not limited to, performing the following duties:

  • Participate in the preparation of the portfolio strategic plan
  • Participate in the underwriting of new property acquisitions and fund investments
  • Review, analyze and comment on property specific annual business plans including budget, capital plans, leasing, financing, valuations and hold/sell determinations
  • Monitor and report on property performance on an ongoing basis and suggest corrective actions, if needed
  • Participate in on-site property inspections for directly owned properties
  • Review and comment on annual financial statement audits and periodic external appraisals for directly owned properties
  • Work with external service providers including separate account advisors, joint venture partners, property managers, leasing agents, accountants, attorneys, appraisers, etc.
  • Participate in the disposition process for directly owned properties
  • Monitor and report on an ongoing basis on commingled fund performance
  • Represent NYSTRS at advisory board meetings
  • Present on portfolio investments at internal management meetings, IIIC, REAC and Board meetings
  • Stay abreast of real estate market conditions and trends through discussions with industry participants and attendance at industry conferences.
  • Travel required

Application Deadline    03/31/2021

Special Instructions to Applicants  

THIS IS NOT A REMOTE WORK POSITION.
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

Parametric believes that each employee makes a significant contribution to our success. That contribution should not be limited by the assigned responsibilities. Therefore, this job description is designed to outline primary duties and qualifications, but not limit the employee or the organization to just the work identified. It is our expectation that every employee will offer his/her services wherever and whenever necessary to ensure the success of our services.

General Description

Manages structured equity portfolios maximizing tax efficiency while tracking an index.  Portfolio managers act as investment “engineers” — creating portfolios using optimization software to implement firm’s quantitative-based strategy.  The Associate Portfolio Manager must continually measure performance, manage risk and control costs.  

Primary Responsibilities

  • Construct optimized equity index portfolios for separate accounts
  • Rebalance and transition portfolios to maximize tax-efficiency
  • Construct custom benchmark data
  • Monitor index changes and corporate actions
  • Generate after-tax return data for both portfolios and benchmarks
  • Performance attribution
  • Respond to client requests for analysis
  • Interact across teams including: Technology, Research, Marketing, Client Service, and Operations
  • Participate in process improvement and technology development efforts.
Job Requirements
  • Bachelor’s degree with concentration in finance, accounting, engineering or related quantitative focus
  • Preferred 4+ years professional experience in investment management or similar
  • Significant progress towards a CFA, MBA and/or another credential relevant to investment management or finance strongly preferred
  • Strong mathematical and analytical skills
  • Familiarity with academic financial theory and applications
  • Working knowledge of equity risk models and portfolio optimization preferred
  • Analytical writing ability

Apply Online

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