RIA Investment Strategist — Custom Portfolios & Insights
The Hartford
The Hartford is looking for an Investment Specialist - RIA Channel to deliver customized investment analyses to Registered Investment Advisors (RIAs). This role focuses on portfolio construction guidance, market insights, and strengthening client relationships. Ideal candidates will have over 5 years of experience in asset management and be proficient with tools like FactSet and Salesforce. The position offers a hybrid work model and competitive compensation including bonuses. #J-18808-Ljbffr The Hartford
$195k - $225k
## Quantitative Portfolio Manager - Custom Indexing (L/S strategies)Applylocations: New York, New York... ...independently as a Specialist Investment Manager and is a research and money management... ...-series relationships.* Incorporate insights from behavioral finance, accounting...SuggestedRemote workVisa sponsorship$150k - $180k
...leading independent global investment firms, Invesco is... ...solutions through our Custom SMA platform. These solutions... ...and long/short equity portfolios that allow, among... ...portfolio updates and insights to drive client... ...including wirehouses, RIAs, and independent advisory...SuggestedFull timeWork at officeFlexible hours- ...professional networking platform is seeking a Portfolio Returns Analyst in New York (Hybrid).... ...analyzing financial performance across investments, supporting valuation processes, and... ...compensation and opportunities to gain insights into the private equity sector. #J-1880...Suggested
- ...major fixed income sectors, including niche markets. Every investment decision in our fixed income solutions is underpinned by... ...structured products, mortgages and tax-aware strategies. The Customized Bond Portfolios (CBP) group within GFICC manages fixed income separately...Suggested
$165k - $185k
Neuberger is seeking a Vice President, Investment Strategist in New York, NY. This role is crucial in... ...Wealth Advisors by delivering customized multi-asset portfolio solutions while providing rigorous analysis and insights. The ideal candidate has 7-10 years of...Suggested$160k - $200k
...leading financial services firm is seeking an experienced Investment Strategist to lead the investment process for its Wealth Advisor Team.... ...candidate will develop strategic asset allocation models and customized investment solutions for clients. Required qualifications...$80k - $120k
Aksia is seeking an Analyst/Associate for their Private Credit portfolio team based in New York. The role involves supporting portfolio... ...and product support, with a focus on portfolio analytics and investment processes. The estimated base salary range for this position is...- JLL is seeking a Portfolio Analyst to support internal stakeholders by delivering high-quality business intelligence and data analysis. The role involves transforming data into insights that aid portfolio decision-making. Candidates should possess at least a Bachelor’s...Remote job
$50 per hour
A finance-focused platform in New York seeks Certified Portfolio Insights Analysts to operate as independent contractors. Analysts will engage... ...This role offers immediate earning potential and access to investment insights while building a verified track record. #J-18808-...Hourly payFor contractorsImmediate start- ...looking for a Brand Program Analyst to support the growth of their branded pharmaceutical portfolio. In this role, you will perform financial analysis, prepare reporting, and provide insights to inform program decisions. The ideal candidate will have a Bachelor's degree and 2...
$140k - $185k
A leading investment analytics firm in New York is seeking an Investment Insights Analyst to support investment and portfolio teams. The role involves synthesizing data and research to provide actionable insights for investment decisions. Candidates should possess a relevant...$50 per hour
...earning potential for serious private capital professionals. Portfolio Insights Analysts do not wait months for placement—once verified,... ...Rating Score: 90-100 Pay: $150-200/hour Typical Background: Ex-investment banking, private equity, venture capital, or fund operations...Hourly payFor contractorsImmediate start$140k - $185k
...varies by employer) About This Role This Portfolio Intelligence Analyst description... ...of early-career portfolio analytics and insights roles featured on the Career Launch AI Private... ...high-impact roles within private markets investment firms. More information is available at...Full timeInternship$90k - $125k
...Solutions, within Public Investing, manages more than $1... ...between portfolio managers, research analysts... ...leading provider of customized separately managed accounts... ..., deliver market insights, develop marketing content... ...portfolio managers, strategists, and engineers on...Full timeTemporary workPart timeWork at office$175k - $210k
...go and bring the tools, data, and strategic insights to help them get there. As a Middle Market Corporate Banking Portfolio Manager II , you will be responsible for credit... ...internal processes to retain and expand customer relationships. Additionally, you will be responsible...Local areaFlexible hours$200k - $250k
...professional individual to serve as a Portfolio Manager as part of our Investment Solutions Team. This individual... ...clients; each subject to the customized investment needs of the client. Services... ...equity and provide research insights to clients as needed. Analyze complex...Temporary workWork at office$195k - $225k
Franklin Templeton Investments is seeking a Quantitative Portfolio Manager for their O’Shaughnessy Asset Management team in New York, NY, or Stamford, CT. This role involves developing systematic long-only and long-short equity strategies and requires deep expertise in...Remote job$120k - $140k
Portfolio Manager - Spirits If interested in this opportunity, please... ..., market analysis, consumer insights and category trends... ...program ROI to ensure marketing investment is both effective and efficient... ...with diverse stakeholders. Customer Focus : Anticipate and meet...Local area$180k - $350k
J.P., Morgan Institutional Investment Solutions Institutional Investment... ...over $50 billion in customized multi‑asset solutions for Family... ...CIO teams and institutional portfolio management at leading Asset... .... Deliver Investment Insights Act as a thought leader by...Work at officeFlexible hours$150k - $165k
...cutting-edge strategies and deep insights to unlock opportunities for long-term... .... OSAM is a leading provider of Custom Indexing services via its Canvas®... ...visit OSAM is hiring an Associate Portfolio Manager (APM) to join our Investment Team. The position location could...Local area$140k - $200k
## Solutions Portfolio Manager - FTISApplylocations: New York City,... ...help our clients achieve their investment goals. Our dynamic firm spans... ...management, and data-driven insights to create solutions which seek... ...and determine viability of custom portfolios and custom indexed...Local areaWorldwideFlexible hours$145k - $185k
...New York, NY, United States Portfolio Operations Manager - Initio... ...portfolio, providing actionable insights to improve productivity and... ...in portfolio management or investment-backed settings. Familiarity... ...Assistance with resume customization General guidance on outreach...Full timeContract workTemporary workPart timeCasual workInternshipRemote work$140k - $165k
...Advisory is an independent investment management and strategic advisory... ...and professional Associate Portfolio Manager to serve as part of... ..., each subject to the customized investment needs of the client... ...equity—and provide research insights as needed. Analyze complex financial...Temporary workH1bWork at office- J.P. Morgan Institutional Investment Solutions Institutional Investment... ...over $50 billion in customized multi‑asset solutions for Family... ...bespoke multi‑asset discretionary portfolios to tailored single asset... .... Deliver Investment Insights Act as a thought leader by...Work at officeFlexible hours
- ...Private Bank, Commercial Real Estate (CRE) Portfolio Manager, you will be responsible for... ...internal processes to retain and expand customer relationships. Your responsibilities will... ...to assigned markets and customers. Share insights and learnings with other RMs and PMs....Work at officeLocal areaWork from homeFlexible hours
$58.3k - $75.75k
Associate Portfolio Manager - Role We are looking for an Associate Portfolio Manager (APM)... ...The APM will gather and analyze market insights, develop hypotheses, design and test product... ..., representing the portfolio and customers across audiences. Use data to make market...Remote jobLocal area- ...act on all inquiries received from external customers (authors, royalty recipients, agents) and internal customers (portfolio management / Editorial, Finance, Corporate Legal... ...knowledge in a new way. Experts add insights directly into each article, started with the...16 hoursFull timeContract workWork experience placementWork at officeRemote workMonday to Friday
$100k - $110k
...owned New York-based real estate investment management firm is seeking a highly motivated Portfolio Management Analyst to support... ...What You’ll Do: • Develop customized investor and prospective investor... ...in a new way. Experts add insights directly into each article, started...Full timeWork at office$170k - $300k
The Portfolio Construction & Analytics Americas team is an integrated... ...provides deep analytical insights to clients and takes a tailored... .... Our tailored analytics and customized recommendations enable clients to make better informed investment decisions. This role spans strategic...Work at office- A financial services company in New York is seeking an Assistant Portfolio Manager to support senior portfolio managers with client portfolios and investment strategies. This role involves market analysis, performance tracking, risk management, and client communications...
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