Senior Investment Research Specialist
5 days ago
We are seeking a highly skilled Senior Investment Research Specialist to join our team at Allocator Jobs. This role will be responsible for conducting in-depth fundamental research on assigned industries and issuers, as well as providing forward-looking and dynamic relative value assessments and recommendations consistent with portfolio strategy and return objectives.
About the Role- This position requires strong analytical skills, particularly in performing financial statement analysis, evaluating cross-sector relative value, and presenting credit recommendations for potential investment opportunities.
- The ideal candidate will have five years of relevant work experience conducting credit analysis, preferably in Financials, and hold a Master of Science or Master of Business Administration (MBA) degree.
- CFA designation or progress towards attaining the CFA designation is required.
- Exhibit expert knowledge of assigned industry dynamics, informed by deep understanding of profitability and cash flow drivers, as well as technological and other exogenous risks and opportunities.
- Conduct thorough fundamental issuer credit analysis, including financial statement analysis and the evaluation of financial policy, management track record, competitive position, and credit ratings profile.
- Determine relative value opportunities within assigned issuers and provide timely and responsive investment recommendations based on current portfolio strategy. Adapt recommendations to specific portfolio return objectives.
- Demonstrate the ability to communicate concise and persuasive investment theses and recommendations.
- $120,000 - $180,000 per year
- Experience in Financials is a plus as one of two positions will focus on that sector.
- Mastery of Bloomberg, Blackrock Aladdin, and other programming or data analytic tools is desirable.
Allocator Jobs is an equal opportunity/affirmative action employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender identity or expression, sexual orientation, national origin, disability, age or status as a protected veteran, or any other characteristic protected by law.
-
Investment Grade Research Expert
5 days ago
Milwaukee, Wisconsin, United States Northwestern Mutual Investment Services, LLC Full timeNorthwestern Mutual Investment Management Company, LLC, a leading investment management firm with over $250 billion in assets under management (AUM), is seeking a skilled Investment Grade Research Expert.The primary responsibility of this role will be to conduct in-depth research and analysis of assigned industries and issuers to provide forward-looking and...
-
Senior Investment Accountant Specialist
7 days ago
Milwaukee, Wisconsin, United States Northwestern Mutual Full timeRole Overview">We are seeking an experienced Senior Investment Accountant Specialist to join our team at Northwestern Mutual. This role offers a unique opportunity for professional growth and development in a dynamic and innovative environment.About Us">At Northwestern Mutual, we value integrity, professionalism, and teamwork. We are committed to delivering...
-
Milwaukee, Wisconsin, United States Northwestern Mutual Full timeWe are seeking a highly skilled Investment Grade Research Lead to join our team at Northwestern Mutual. This role will play a critical part in driving the success of our Public Investment department.About UsNorthwestern Mutual is a leading investment management company with over $250 billion in assets under management (AUM). Our Public Investment department...
-
Senior Investment Attorney
1 day ago
Milwaukee, Wisconsin, United States Northwestern Mutual Full timeAt Northwestern Mutual, we foster a strong and innovative culture that drives growth. We invest in our people's success and strive to make a positive impact.The Northwestern Mutual Law Department is seeking an experienced investment attorney to join its Private Securities Investments Team. This role offers the opportunity to work on a wide range of issues...
-
Investment Finance Professional
4 days ago
Milwaukee, Wisconsin, United States Northwestern Mutual Full timeAt Northwestern Mutual, we foster a culture of innovation and excellence that values our people and drives positive impact.We are seeking a highly skilled Investment Associate to join our team at Northwestern Mutual Capital (NMC). NMC is a dedicated investor in the private credit and equity co-investment markets, with $65 billion in assets under management....
-
Investment Manager
4 days ago
Milwaukee, Wisconsin, United States Northwestern Mutual Full timeAbout Northwestern Mutual:We are a strong, innovative, and growing company that invests in our people. We care about making a positive difference.Our team at Northwestern Mutual Capital (NMC) is a committed investor in the private credit (senior & mezzanine) and equity co-investment (common & structured) markets, and we are a leading player in the investment...
-
Investment Product Specialist
10 hours ago
Milwaukee, Wisconsin, United States Northwestern Mutual Full timeAbout Northwestern MutualAt Northwestern Mutual, we are a strong, innovative, and growing organization. We invest in our people and strive to make a positive difference.We're seeking an Investment Product Consultant to join our team. As a key member of our Wealth & Investment Management division, you will be responsible for managing investment products,...
-
Investment Fund Operations Specialist
6 days ago
Milwaukee, Wisconsin, United States INSPYR Solutions Full timeJob SummaryWe are seeking a detail-oriented and highly motivated Investment Fund Operations Specialist to join our team at INSPYR Solutions. The successful candidate will process a wide range of complex investment fund transactions, ensuring accuracy and compliance with regulatory requirements.About the RoleIn this role, you will leverage your expertise to...
-
Collections Specialist
4 weeks ago
Milwaukee, Wisconsin, United States Brookdale Senior Living Full timeCollections Specialist Job DescriptionBecome a key member of our team as a Collections Specialist at Brookdale Senior Living, where you will play a vital role in ensuring our residents receive the care and services they need. As a Collections Specialist, you will be responsible for reviewing account status reports to identify and resolve delinquent...
-
Private Equity Investment Specialist
6 days ago
Milwaukee, Wisconsin, United States Northwestern Mutual Full timeOverviewNorthwestern Mutual is a leading investment firm committed to delivering exceptional results through strategic investments in private equity and credit markets.Compensation Range:We offer a competitive salary range for this position, with the estimated annual compensation being $85,000 - $110,000 based on factors including skills, education,...
-
Financial Reporting Specialist
3 days ago
Milwaukee, Wisconsin, United States Northwestern Mutual Full timeAt Northwestern Mutual, we strive for excellence in financial reporting and investing.We are a leading life insurance company that invests in our people and their skills.Job Summary:We are seeking a highly skilled Financial Reporting Specialist to join our team.Your primary responsibility will be to prepare accurate financial reports for fixed income, equity...
-
Investment Portfolio Strategist
7 days ago
Milwaukee, Wisconsin, United States Northwestern Mutual Full timeAs an Investment Portfolio Strategist with Northwestern Mutual, you will play a crucial role in helping our clients achieve their financial goals.About the RoleThis position is responsible for assisting PCS Portfolio Managers in managing accounts according to WMC investment philosophy. You will work under supervision to execute operational and global...
-
Medicaid Billing Specialist
5 days ago
Milwaukee, Wisconsin, United States Brookdale Senior Living Full time**Job Summary:**We are seeking a Medicaid Billing Specialist to join our team at Brookdale Senior Living. As a key member of our finance department, you will play a vital role in ensuring accurate and timely billing for our residents.**About the Role:**This is a remote position that requires living within 2.5 hours of our corporate office in Milwaukee, WI....
-
Investment Portfolio Manager
3 days ago
Milwaukee, Wisconsin, United States Northwestern Mutual Full timeRole OverviewNorthwestern Mutual, a leading financial services organization, seeks an Investment Analyst to join its team. This role offers a unique opportunity to work with a highly rated life insurance company with a rich legacy and a strong commitment to innovation and growth.SalaryThe salary for this position ranges from $85,000 to $120,000 per annum,...
-
Commercial Real Estate Analyst
4 days ago
Milwaukee, Wisconsin, United States Inland Family of Companies Full timeCapital Markets Analyst- Investment Sales OpportunityWe are seeking a highly skilled Capital Markets Analyst to join our dynamic Investment Sales team at Inland Family of Companies. As a key member of our team, you will support the Industrial and Office sectors, collaborating closely with seasoned professionals to develop your skills for a thriving career in...
-
Senior Settlements Specialist
6 days ago
Milwaukee, Wisconsin, United States FIS Management Services LLC Full timeAbout the Role:We are seeking a highly skilled Senior Settlements Specialist to join our team at FIS Management Services LLC. As a key member of our Debit Card business team, you will be responsible for balancing and reconciling settlement activities.Key Responsibilities:Utilize internal and external settlement systems and data to prepare and complete...
-
Hospitality Care Specialist
2 days ago
Milwaukee, Wisconsin, United States Edencrest at Kettlestone Full timeJob OverviewWe offer a part-time opportunity for a Hospitality Care Specialist at Edencrest at Kettlestone. In this role, you will be part of an extraordinary company that invests in the future of senior living by investing in you.
-
High-Performing Investment Expert
21 hours ago
Milwaukee, Wisconsin, United States Northwestern Mutual Full timeAbout Northwestern MutualWe are a strong, innovative, and growing financial institution that invests in our people. We care about making a positive difference and strive to be the best in class.Job Summary:This is an exciting opportunity for a talented and motivated individual to join our team as an Investment Analyst. The successful candidate will play a...
-
Senior Social Media Marketing Specialist
5 days ago
Milwaukee, Wisconsin, United States J. F. Ahern Full timeCompany Overview:J. F. Ahern is a leading mechanical and fire protection contractor in the United States, consistently ranking as one of the top specialty contractors in Wisconsin and within the top 15% nationwide.We take pride in our commitment to excellence, which extends beyond our outstanding customer satisfaction ratings and numerous safety awards. Our...
-
Investment Principal | Private Debt
4 days ago
Milwaukee, Wisconsin, United States Northwestern Mutual Full timeCompany OverviewNorthwestern Mutual is a strong, innovative, and growing company that invests in its people. We care about making a positive difference in the community.SalaryThe estimated salary for this position is $120,000 - $180,000 per year, depending on experience and qualifications. Compensation decisions are based on various factors, including...