Portfolio Associate
3 weeks ago
Our client, a multi billion dollar wealth management firm in Westchester is looking to add a Portfolio Associate to their growing team. The role itself will be a mix of quantitative research for portfolio construction purposes, preparing client materials, and assisting with asset allocation and portfolio rebalancing work.
MUST have CFA or be willing to sit for CFA
Requirements & Responsibilities:
- 3-5 years of investment management experience
- Strong interpersonal skills in interacting with various internal and external constituencies.
- BA/BS degree
- Series 7 and 66
- Strong Excel
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Portfolio Valuation Associate
8 hours ago
Bucks County, United States Atlantic Group Full timeJob Overview - Portfolio Valuation Associate:Step into the role of Portfolio Valuation Associate with our client in Bucks County, PA. In this hybrid position, you’ll provide critical financial analysis and valuations for a variety of investments. This is a unique opportunity to utilize your financial expertise in a fast-paced, dynamic...
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Associate, Real Estate Asset Management
4 weeks ago
Westchester County, United States Coda Search│Staffing Full timeWe are are currently working with a $5B REIT looking to expand their Asset Management group by bring on an Associate. This firm is know for investing across all major real estate asset classes across the US.The Associate will manage and analyze assets across all major real estate classes, ensuring optimal performance and value enhancement. This role involves...
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PIMCO | Portfolio Associate
6 days ago
orange county, United States PIMCO Full timePIMCO is a global leader in active fixed income with deep expertise across public and private markets. We invest our clients' capital across a range of fixed income and credit opportunities, leveraging our decades of experience navigating complex debt markets. Our flexible capital base and deep relationships with issuers have helped us become one of the...
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Senior Associate/ VP Credit Underwriter
21 hours ago
Westchester County, United States JCW Full timePosition Overview:JCW has partnered with a growing private credit fund in their search for a Senior Associate or VP level Credit Underwriter. This firm is relatively new to the market as they’re a direct lender for middle market companies. The candidate will be operating as an individual contributor and is responsible for underwriting/ evaluating...
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PIMCO | Portfolio Risk Manager Orange County
6 days ago
orange county, United States PIMCO Full timePIMCO is a global leader in active fixed income with deep expertise across public and private markets. We invest our clients' capital across a range of fixed income and credit opportunities, leveraging our decades of experience navigating complex debt markets. Our flexible capital base and deep relationships with issuers have helped us become one of the...
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Investment Research
2 months ago
westchester, United States Coda Search│Staffing Full timeOur client, a multi billion dollar wealth management firm in Westchester is looking to add a Portfolio Associate to their growing team. The role itself will be a mix of quantitative research for portfolio construction purposes, preparing client materials, and assisting with asset allocation and portfolio rebalancing work.MUST have CFA or be willing to sit...
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Wilson Daniels | Sales Representative
2 months ago
westchester county, United States Wilson Daniels Full timeWHO IS WILSON DANIELS WHOLESALE?Wilson Daniels Wholesale is a family-owned distributor in New York, New Jersey and Connecticut, representing the world's preeminent wines since 2015. We offer a portfolio of terroir-focused wines that are singular expressions of each unique region and spotlight our producers' traditions and heritage alongside their distinctive...
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Sales Representative
3 days ago
Westchester County, United States Wilson Daniels Full timeWHO IS WILSON DANIELS WHOLESALE? Wilson Daniels Wholesale is a family-owned distributor in New York, New Jersey and Connecticut, representing the world's preeminent wines since 2015. We offer a portfolio of terroir-focused wines that are singular expressions of each unique region and spotlight our producers' traditions and heritage alongside their...
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Sales Representative
3 weeks ago
Westchester County, United States Wilson Daniels Wholesale Full timeWHO IS WILSON DANIELS WHOLESALE? Wilson Daniels Wholesale is a family-owned distributor in New York, New Jersey and Connecticut, representing the world’s preeminent wines since 2015. We offer a portfolio of terroir-focused wines that are singular expressions of each unique region and spotlight our producers’ traditions and heritage alongside their...
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Sales Representative
2 weeks ago
Westchester County, United States Wilson Daniels Wholesale Full timeWHO IS WILSON DANIELS WHOLESALE? Wilson Daniels Wholesale is a family-owned distributor in New York, New Jersey and Connecticut, representing the world’s preeminent wines since 2015. We offer a portfolio of terroir-focused wines that are singular expressions of each unique region and spotlight our producers’ traditions and heritage alongside their...
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Investment Associate
3 weeks ago
Lancaster County, United States Tatum by Randstad Full timeInvestment Associate - $80,000 to $95,000 plus bonus (HYBRID work schedule)Excellent opportunity to join a growing investment firm that is commutable from parts of the Lancaster, York, Harrisburg and Reading areas.Our client works a HYBRID schedule in which employees work remotely 2-3 days a week.The Investment Associate will partner with Senior Management...
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Investment Associate
2 weeks ago
Lancaster County, United States Tatum by Randstad Full timeInvestment Associate - $80,000 to $95,000 plus bonus (HYBRID work schedule)Excellent opportunity to join a growing investment firm that is commutable from parts of the Lancaster, York, Harrisburg and Reading areas.Our client works a HYBRID schedule in which employees work remotely 2-3 days a week.The Investment Associate will partner with Senior Management...
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Lead ServiceNow SPM Analyst
5 months ago
Westchester, United States Ingredion Full timeThank you for your interest in our Lead ServiceNow SPM Analyst position here at Ingredion! We are currently hiring for this opportunity, but will be aiming to begin the hiring process in August. In the interim we encourage talented people such as yourself to always connect. Please complete the application and share your CV. When we begin the hiring process...
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Community Association Manager
2 weeks ago
Brevard County, United States Space Coast Property Management a Division of Towers Mgmt Group Full timeJob DescriptionJob DescriptionLooking to create your own schedule and use your time management skills?We are seeking a Florida Licensed Community Association Manager to become a part of our Team. As well, if you think this is an industry of interest and you would like to become a CAM, our team provides support and training throughout the journey to the right...
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PIMCO | 2025 Masters Summer Internship
6 days ago
orange county, United States PIMCO Full timePIMCO is a global leader in active fixed income. With our launch in 1971 in Newport Beach, California, PIMCO introduced investors to a total return approach to fixed income investing. In the 50+ years since, we have worked relentlessly to help millions of investors pursue their objectives - regardless of shifting marketing conditions. As active investors,...
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Client Service Associate
8 hours ago
Marin County, United States International Search Consultants Full timeISC’s team of Financial Services Recruiters has been retained by a well-established and growing Multi-Family Office who is seeking a Client Service Associate to join their team in Marin County. With a strong reputation for providing comprehensive wealth management and family office services to ultra-high-net-worth families, this firm offers a...
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Treaty Property Underwriter/Associate
4 weeks ago
Morris County, United States C. Winchell Agency, Inc. Full timeTreaty Property Underwriter/AssociateProperty and Casualty Insurance IndustryMorris County, New JerseyLeading reinsurance company, part of a legacy that originated over 80 years ago, is seeking an accomplished treaty underwriter for their growing team. Achieve and monitor profitability on all existing accounts and implement necessary enhancements. Perform...
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PIMCO | Product Associate
6 days ago
orange county, United States PIMCO Full timePIMCO is a global leader in active fixed income with deep expertise across public and private markets. We invest our clients' capital across a range of fixed income and credit opportunities, leveraging our decades of experience navigating complex debt markets. Our flexible capital base and deep relationships with issuers have helped us become one of the...
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Sr. Principal
4 months ago
Westchester, United States Ingredion Full timeThe Sr. Principal - Finance Applications and Architecture Digital Technology Solutions will lead the global optimization and enhancement of our Finance and Accounting processes utilizing digital technology solutions. With a deep understanding of both digital technology and Finance/Accounting process knowledge, you will lead the charge in identifying,...
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San Francisco County, United States Selby Jennings Full timeJob Title: Private Equity Associate | Consumer Technology | $20B+ AUMLocation: San Francisco, CA / New York, New YorkPosition Overview: Seeking a driven and analytical Private Equity Associate to join a leading consumer technology investment team in San Francisco. The Associate will play a crucial role in the investment process, focusing on sourcing,...