Investment Associate
Green Key Resources
Job DetailExperience Level Sr LevelDegree Type Bachelor of Science (BS)Employment Full TimeWorking Type On SiteJob Reference 0000020085Salary Type AnnuallyIndustry Media;Biotechnology;FinTechSelling Points Contribute to impactful investments and societal change in a dynamic environment. Leverage your expertise in transaction services and portfolio management. Enjoy strong benefits and professional growth opportunities.Job DescriptionInvestment Associate OverviewThe Investment Associate will support the client in all aspects of the investment process, from origination to portfolio management.Collaborate with a dynamic team in a growing organization focused on impactful investments and societal change.Engage in deal origination, due diligence, and execution to identify and evaluate investment opportunities.Contribute to the firm's growth by establishing relationships with industry professionals and intermediaries.Leverage analytical skills to monitor portfolio assets and ensure optimal performance.Work in a hybrid environment with strong benefits and professional development opportunities.Join a firm committed to combining investment discipline with positive societal impact.Contribute to a team that values innovation and challenges the status quo in investment strategies.Investment Associate Key Responsibilities & DutiesAssist in developing and executing origination strategies to maximize deal flow and enhance market visibility.Establish and maintain relationships with restructuring firms, investment banks, and other intermediaries.Conduct initial investment reviews and screenings of prospective opportunities for the firm.Prepare financial evaluations and preliminary due diligence reports for investment projects.Monitor portfolio assets, review monthly operating results, and maintain project performance metrics.Collaborate with management teams to leverage resources and optimize organizational potential.Support deal structuring and post-investment portfolio management activities.Contribute to the firm's commitment to impactful investments and societal change.Investment Associate Job RequirementsBachelor's degree in accounting required; CPA certification preferred.4-7 years of combined experience in public accounting assurance and transaction services.Minimum of 2 years of transaction services experience required.Willingness to travel and work with confidential information.Strong analytical, organizational, interpersonal, and communication skills.Familiarity with private equity and venture capital principles.Ability to contribute effectively in a hybrid work environment.Commitment to professional growth and impactful investment strategies.
$100k - $140k
About the RoleiCapital is looking to hire an Associate or Assistant Vice President to join the Structured Investments team. The ideal candidate will support client management and business development efforts across the Independent Broker Dealer (IBD) coverage team. This...SuggestedFull timeWork at officeRemote work$187.03k - $280.55k
...markets priorities. Reporting to EVP & Head of Investor Relations, this role partners closely with Finance, Treasury, Capital Markets, Investments and other business leaders to translate complex financial information into clear, compelling communications for institutional...SuggestedFull timeWork experience placementLocal area$150k - $200k
...and financial strategies - the foundation of a balanced, global investment platform.WorldQuant is built on a culture that pairs academic... ...)Develop systematic strategies that use statistical signals associated with various market inefficiencies applied to a broad variety...SuggestedCasual workWork at officeFlexible hours$100k - $135k
...level of Fixed Income operational support for our customers, both regionally and globally.Utilize your subject matter expertise in investment banking operations to train and support local and global teams to meet service levels and stakeholder expectations.Provide daily...SuggestedFull timeWork at officeLocal area$195k - $225k
...to collaborate across research, trading, and technology functions.As a Portfolio Manager, you will contribute to advancing OSAM’s investment platform by designing robust, research-backed strategies that align with client objectives and the firm’s culture of transparency...SuggestedFull timeLocal area- Description As a Liberty Mutual Pricing Reinsurance Actuary, you'll use your analytical talents to resolve thought-provoking business problems and bring value to our customers. You'll work in a collaborative and dynamic work environment where the challenges are on-going...Local areaRelocation package
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At First County Bank, You + We =Team YOU - Bring your talent, hunger to learn and desire to grow. WE - Will provide you with the training and experience you need to become a Trusted Advisor to your clients. TEAM - As part of the FCB team, you will share ...Monday to FridayFirst County Bank
Stamford, CT5 days ago$160k - $220k
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Gerald Group
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...value-based care strategies, including analysis of return on investment for medical management initiatives Support reserve analyses related... ...company experience 4+ years of experience leading teams Associate of the Society of Actuaries (ASA) with progression to Fellow of...Local areaVisa sponsorship$180.2k - $355.1k
...value-based care strategies, including analysis of return on investment for medical management initiatives Lead actuarial modeling and... ...: Bachelor’s degree 10+ years of health actuarial experience Associate of the Society of Actuaries (ASA) with progression to Fellow of...Local areaVisa sponsorship$155k - $185k
...intersection of technology and finance, ensuring that the insights generated by our researchers can be translated into scalable, systematic investment strategies.Within QRD, this role will be primarily focused on supporting the Specialized Investments Group (SIG). SIG is...Work at officeAQR Capital Management
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\"The Berkshire Hathaway Group of Insurance Companies is looking for an actuarial analyst to support functions across various Insurtech initiatives. This person will be part of a small, fast-paced team and gain exposure to many parts of the company. The ideal candidate ...Work experience placementImmediate startbiBerk Business Insurance
Stamford, CT4 days ago- ...predictability which allows brokers and agents to act with confidence."Founded in 1967, W. R. Berkley Corporation has grown from a small investment management firm into one of the largest commercial lines property and casualty insurers in the United States.Along the way, we’ve...Worldwide
$180k - $250k
General Placement Service is recruiting on behalf of a top global reinsurer. They seek to hire a Reinsurance Pricing Actuary to analyze, assess, and price new & renewal treaty casualty business. This is a perfect opportunity for an actuary with the appetite to expand their...Immediate startGeneral Placement Service
Stamford, CT5 days ago- Consulting Actuary - PensionThis firm is a full-service, independent retirement consulting firm specializing in creative design and implementation of client-focused retirement benefits programs. Unique to the industry, this team is comprised of fully credentialed, forward...Work at officeRemote work
Kalos Consulting
Stamford, CT1 day ago - PartnerRe Ltd. in Stamford, CT, is seeking a seasoned actuary to join the Worldwide Pricing & Analytics team. You will be a Business Partner for the US MGA Insurance Programs Underwriting Team, leading pricing analysis for markets, segments, and large cases, and delivering...Worldwide
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Stamford, CT2 days ago $110k - $175k
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...A highly regarded, investment-focused asset management firm is seeking a Fund Controller to join its lean, sophisticated finance and operations team. This is an excellent opportunity for a high-performing accounting professional who wants broad exposure, meaningful responsibility...Work at office2 days per weekCoda Search│Staffing
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...including incurred but not reported (IBNR) analyses and return on investment (ROI) assessments A successful candidate would possess these... ...not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At...Work at officeLocal areaVisa sponsorship$128k - $252.5k
...retention rates and prepare results for client review Build return on investment models for medical management and other health plan... ...not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Deloitte...Work at officeLocal areaVisa sponsorship- Job Description Insight Global is seeking an IT Portfolio Manager for a leading client in the insurance industry. This individual will be responsible for driving governance, strategic alignment, and execution across a complex IT portfolio. The role requires a balance...Permanent employmentContract work
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...Institutional Investment Consulting AssociateWe are seeking a talented individual to join our Wealth team at Mercer, a Marsh business.... ...week in the office.As an Institutional Investment Consulting Associate, you will play a key role in supporting investment advice for...Minimum wageWork at office3 days per weekMarsh & McLennan
Norwalk, CT3 days ago$100k - $125k
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...product experts to develop long‑term solutions to strengthen relationships with the firm. Help clients achieve broad financial/investment goals related to the creation and management of wealth. Develop tailored solutions that address clients’ investment, risk...Full timeCitigroup Inc.
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...innovation.Partner with Risk leadership to align technology investments with business priorities and regulatory requirements.Drive technology... ....Lead incident, problem, and change management processes associated with risk technology platforms.Manage delivery teams, support...Full timeFor contractorsH1bVisa sponsorshipWork visaFlexible hours$163k - $269k
Our PurposeMastercard powers economies and empowers people in 200+ countries and territories worldwide. Together with our customers, we’re helping build a sustainable economy where everyone can prosper. We support a wide range of digital payments choices, making transactions...Full timePart timeWorldwideFlexible hours- ...including Endowments & Foundations, Pension Plans, Family Office and Financial Intermediaries. They will be responsible for formulating investment policy and guidelines, and making strategy and fund recommendations based on portfolio construction process, research platform...Work at office3 days per week
Blake Smith Staffing, LLC
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...Regulatory Review VP to join its Regulatory and Compliance team to review investor subscription materials submitted in relation to investments in private and registered funds. The candidate will be responsible for ensuring completeness and compliance of investor...Full timeWork at officeRemote work
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