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asset management analyst

Blue Owl Capital

<div>
 Blue Owl (NYSE: OWL) is a leading asset manager that is redefining alternatives&reg;.
 
 
 With over $295 billion in assets under management as of September 30, 2025, we invest across three multi-strategy platforms: Credit, Real Assets and GP Strategic Capital. Anchored by a strong permanent capital base, we provide businesses with private capital solutions to drive long-term growth and offer institutional investors, individual investors, and insurance companies differentiated alternative investment opportunities that aim to deliver strong performance, risk-adjusted returns, and capital preservation.
 
 
 Together with approximately 1,365 experienced professionals globally, Blue Owl brings the vision and discipline to create the exceptional. To learn more, visit www.blueowl.com
 
 
 This role is in office Monday to Friday.
 
 
 
 The Role
 
 
 
 The Analyst will support the Private Wealth Strategy team and play a key role in executing strategic initiatives for the business. The team is focused on driving long-term growth by unlocking untapped pools of capital, developing innovative product solutions, and expanding access points geographically and across channels. This role offers significant exposure to senior leaders within Private Wealth and across the broader organization. The Analyst will play a hands-on role in supporting the team&rsquo;s growth objectives and day-to-day execution.
 
 
 
 Responsibilities
 
 
 
 <ul>
 <li>
 Conduct research and analysis to support strategic initiatives, market expansion, and product development.
 </li>
 <li>
 Prepare presentation materials, reports, and status updates for senior leadership.
 </li>
 <li>
 Assist in project management by tracking deliverables, maintaining timelines, and coordinating cross-functionally across the business.
 </li>
 <li>
 Monitor industry trends, competitor activity, and client needs to inform strategy discussions.
 </li>
 <li>
 Support the execution of partnership opportunities, new business pitches, and internal process improvements.
 </li>
 <li>
 Contribute ideas to enhance the division&rsquo;s offerings and client solutions.
 </li>
 <li>
 Provide administrative and logistical support for meetings, workshops, and ad hoc projects as needed.
 
 
 </li>
 </ul>
 
 Qualifications
 
 
 
 <ul>
 <li>
 Bachelor&rsquo;s degree in finance, economics, business administration, or a related field.
 </li>
 <li>
 1-3 years of relevant experience in financial services, asset management, consulting, or related fields. Knowledge of alternative investments/private markets is a plus.
 </li>
 <li>
 Highly proficient in Microsoft Office (especially PowerPoint and Excel).
 </li>
 <li>
 Strong analytical and quantitative abilities; comfortable working with data and financial models.
 </li>
 <li>
 Effective communicator with strong writing and interpersonal skills.
 </li>
 <li>
 Organized, detail-oriented, and able to manage multiple priorities under tight deadlines.
 </li>
 <li>
 Solid understanding of financial markets and investment products.
 </li>
 <li>
 Collaborative, proactive, and eager to learn.
 </li>
 <li>
 High ethical standards and professionalism and ability to handle confidential information appropriately.
 </li>
 <li>
 Resourceful and self-motivated.
 </li>
 <li>
 Eager to take initiative and adapt in a fast-paced environment.
 
 
 </li>
 </ul>
 The base annual salary range for this New York City-based position will be $85,000 to $95,000. Actual salary offered will be based on the candidate&rsquo;s skill, experience, and qualification for the role. Employees may be eligible for a discretionary bonus, based on factors such as individual and team performance.
 
 
 Blue Owl is proud to be an Equal Opportunity Employer. We evaluate qualified applicants without regard to race, color, national origin, religion, sex, sexual orientation, gender identity, disability, protected veteran status, and other statuses protected by law.
</div>

Private Wealth, Strategy Analyst

Moody's

<div>At Moody's, we unite the brightest minds to turn today&rsquo;s risks into tomorrow&rsquo;s opportunities. We do this by striving to create an inclusive environment where everyone feels welcome to be who they are&mdash;with the freedom to exchange ideas, think innovatively, and listen to each other and customers in meaningful ways. Moody&rsquo;s is transforming how the world sees risk. As a global leader in ratings and integrated risk assessment, we&rsquo;re advancing AI to move from insight to action&mdash;enabling intelligence that not only understands complexity but responds to it. We decode risk to unlock opportunity, helping our clients navigate uncertainty with clarity, speed, and confidence.
If you are excited about this opportunity but do not meet every single requirement, please apply! You still may be a great fit for this role or other open roles. We are seeking candidates who model our values: invest in every relationship, lead with curiosity, champion diverse perspectives, turn inputs into actions, and uphold trust through integrity.<div><div><div><h2 class="jobSectionHeader">
Skills &amp; Competencies</h2>
</div><div><ul><li>3+ years of credit/risk assessment experience, with a strong intellectual curiosity or exposure to fund finance, asset management, or structured finance</li><li>
Ability to understand the nuances of asset management and fund finance sectors, including key players, and industry drivers</li><li>
Excellent communication skills, with demonstrated public speaking and writing experience</li><li>
Strong quantitative aptitude and analytical skills, with proficiency in financial modeling</li><li>
Highly organized and efficient, with the ability to multi-task and able to manage multiple priorities under tight deadlines</li><li>
Commitment to ongoing professional development and learning</li><li>
Basic understanding of artificial intelligence concepts, with curiosity and enthusiasm for learning how AI tools can improve processes and drive efficiency</li></ul> 
Education<ul><li>
Bachelor&rsquo;s degree in Finance, Economics, or a related field, or equivalent</li></ul> 
Responsibilities<ul><li>
Conduct analysis for assigning both new and surveillance ratings to fund finance transactions (i.e. rated note feeders, subscription credit facilities, net asset value loans and asset-backed lending facilities)</li></ul><ul><li>
Build and maintain strong relationships with fund sponsors, lenders and arrangers to support analytical excellence and market insight</li><li>
Collaborate with teams across Moody&rsquo;s Ratings to drive excellence in our credit analysis</li><li>
Contribute to methodology and technology development projects to enhance our analytical capabilities and efficiency</li></ul><ul><li>
Prepare and present detailed credit reports and recommendations to internal committees and external stakeholders</li><li>
Monitor industry trends and regulatory developments to ensure timely updates to credit methodologies and risk assessments</li></ul> 
About the team 
Our Funds and Asset Management team is responsible for delivering high-quality credit ratings and research across North America &amp; enhancing market transparency, supporting investor decision-making, and expanding our brand as a trusted source of credit insight. By joining our team, you will be part of exciting work in fund finance and asset management &amp; contribute to the adoption of AI tools that improve analytical processes and drive efficiency across our ratings operations.</div></div></div> 
For US-based roles only: the anticipated hiring base salary range for this position is $135,700.00-$196,750.00, depending on factors such as experience, education, level, skills, and location. This range is based on a full-time position. In addition to base salary, this role is eligible for incentive compensation. Moody&rsquo;s also offers a competitive benefits package, including not but limited to medical, dental, vision, parental leave, paid time off, a 401(k) plan with employee and company contribution opportunities, life, disability, and accident insurance, a discounted employee stock purchase plan, and tuition reimbursement. 
 
Moody&rsquo;s is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, sex, gender, age, religion or creed, national origin, ancestry, citizenship, marital or familial status, sexual orientation, gender identity, gender expression, genetic information, physical or mental disability, military or veteran status, or any other characteristic protected by law. Moody&rsquo;s also provides reasonable accommodation to qualified individuals with disabilities or based on a sincerely held religious belief in accordance with applicable laws. If you need to inquire about a reasonable accommodation, or need assistance with completing the application process, please email accommodations@moodys.com. This contact information is for accommodation requests only, and cannot be used to inquire about the status of applications.
For San Francisco positions, qualified applicants with criminal histories will be considered for employment consistent with the requirements of the San Francisco Fair Chance Ordinance.
This position may be considered a promotional opportunity, pursuant to the Colorado Equal Pay for Equal Work Act. 
 
Candidates for Moody's Corporation may be asked to disclose securities holdings pursuant to Moody&rsquo;s Policy for Securities Trading and the requirements of the position. Employment is contingent upon compliance with the Policy, including remediation of positions in those holdings as necessary. 
 
For more information on the Securities Trading Program, please refer to the STP Quick Reference guide on ComplianceNet 
 
Please note: STP categories are assigned by the hiring teams and are subject to change over the course of an employee&rsquo;s tenure with Moody&rsquo;s.</div>

Analyst (Fund Finance)

<div>At Moody's, we unite the brightest minds to turn today&rsquo;s risks into tomorrow&rsquo;s opportunities. We do this by striving to create an inclusive environment where everyone feels welcome to be who they are&mdash;with the freedom to exchange ideas, think innovatively, and listen to each other and customers in meaningful ways. Moody&rsquo;s is transforming how the world sees risk. As a global leader in ratings and integrated risk assessment, we&rsquo;re advancing AI to move from insight to action&mdash;enabling intelligence that not only understands complexity but responds to it. We decode risk to unlock opportunity, helping our clients navigate uncertainty with clarity, speed, and confidence.
If you are excited about this opportunity but do not meet every single requirement, please apply! You still may be a great fit for this role or other open roles. We are seeking candidates who model our values: invest in every relationship, lead with curiosity, champion diverse perspectives, turn inputs into actions, and uphold trust through integrity.<div><div><div><h2 class="jobSectionHeader">
Skills &amp; Competencies</h2>
</div><div><ul><li>5+ years of credit/risk assessment experience, with a proven track record in fund finance, asset management, or structured finance</li><li>
Demonstrated understanding of asset management and fund finance sectors, including key players, and industry drivers</li><li>
Excellent communication skills, with demonstrated public speaking and writing experience</li><li>
Strong quantitative aptitude and analytical skills, with proficiency in financial modeling</li><li>
Highly organized and efficient, with the ability to multi-task and able to manage multiple priorities under tight deadlines</li><li>
Basic understanding of artificial intelligence concepts, with curiosity and enthusiasm for learning how AI tools can improve processes and drive efficiency</li></ul> 
Education<ul><li>
Bachelor&rsquo;s degree in Finance, Economics, or a related field, or equivalent</li></ul></div></div><div><div><h2 class="jobSectionHeader">
Responsibilities</h2>
</div><div>
This role is responsible for leading the analysis for assigning both new and surveillance ratings to fund finance transactions (i.e. rated note feeders, subscription credit facilities, net asset value loans and asset-backed lending facilities)<ul><li>
Build and maintain strong relationships with fund sponsors, lenders and arrangers to support analytical excellence and market insight</li><li>
Represent Moody&rsquo;s Ratings as a thought leader by presenting at industry conferences, webinars and podcasts, and authoring sector comments</li><li>
Collaborate with teams across Moody&rsquo;s Ratings to drive excellence in our credit analysis</li><li>
Contribute to methodology and technology development projects to enhance our analytical capabilities and efficiency</li><li>
Mentor and coach junior rating analysts, supporting their professional growth and credit skills development</li></ul> 
About the team 
Our Funds and Asset Management team is responsible for delivering high-quality credit ratings and research across North America &amp; enhancing market transparency, supporting investor decision-making, and expanding our brand as a trusted source of credit insight. By joining our team, you will be part of exciting work in fund finance and asset management &amp; contribute to the adoption of AI tools that improve analytical processes and drive efficiency across our ratings operations.</div></div></div> 
For US-based roles only: the anticipated hiring base salary range for this position is $163,300.00-$236,800.00, depending on factors such as experience, education, level, skills, and location. This range is based on a full-time position. In addition to base salary, this role is eligible for incentive compensation. Moody&rsquo;s also offers a competitive benefits package, including not but limited to medical, dental, vision, parental leave, paid time off, a 401(k) plan with employee and company contribution opportunities, life, disability, and accident insurance, a discounted employee stock purchase plan, and tuition reimbursement. 
 
Moody&rsquo;s is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, sex, gender, age, religion or creed, national origin, ancestry, citizenship, marital or familial status, sexual orientation, gender identity, gender expression, genetic information, physical or mental disability, military or veteran status, or any other characteristic protected by law. Moody&rsquo;s also provides reasonable accommodation to qualified individuals with disabilities or based on a sincerely held religious belief in accordance with applicable laws. If you need to inquire about a reasonable accommodation, or need assistance with completing the application process, please email accommodations@moodys.com. This contact information is for accommodation requests only, and cannot be used to inquire about the status of applications.
For San Francisco positions, qualified applicants with criminal histories will be considered for employment consistent with the requirements of the San Francisco Fair Chance Ordinance.
This position may be considered a promotional opportunity, pursuant to the Colorado Equal Pay for Equal Work Act. 
 
Candidates for Moody's Corporation may be asked to disclose securities holdings pursuant to Moody&rsquo;s Policy for Securities Trading and the requirements of the position. Employment is contingent upon compliance with the Policy, including remediation of positions in those holdings as necessary. 
 
For more information on the Securities Trading Program, please refer to the STP Quick Reference guide on ComplianceNet 
 
Please note: STP categories are assigned by the hiring teams and are subject to change over the course of an employee&rsquo;s tenure with Moody&rsquo;s.</div>

AVP-Analyst (Fund Finance)

Crédit Agricole CIB

<div>
 
 
 Team and position
 
 
 
 
 
 
 Credit Agricole is among world top 10 banking groups. Our NY based Leveraged Finance team is directly responsible for origination and execution of LBOs with leading Private Equity Funds in North America, as well as financings for leveraged (non-investment grade) corporates, across loans and HY bonds. In addition, the team is also in charge of event driven financings (M&amp;A and IPO related) for Investment Grade clients, and of leveraged / structured financing transactions in the TMT sector, including the current wave of infrastructure flavored deals (towercos, data centers, fibercos, GPU Financings) with Infrastructure Funds, across North America and Latam. It is referred to internally as the &ldquo;LATFG&rdquo; team (Leveraged, Acquisition &amp; TMT Finance).
 
 
 
 
 
 Building on its recent successes, the team is expanding to support its strong growth ambitions. In order to address the increasing volumes of credit and reporting management work generated by our expanding loan portfolio, we are setting up a portfolio management (PFM) team.
 
 
 We are opening a Portfolio Management analyst position. The analyst will report to the Director in charge of Portfolio Management, with regular interaction with the origination part of LATFG team.
 
 
 
 
 
 
 Key Responsibilities
 
 
 
 1) Credit monitoring of our loan portfolio:
 
 
 Contribute to the ongoing credit monitoring work for part of the leveraged finance and TMT loan portfolio (current volume of about 70 deals): write up of annual reviews, credit papers in relation to
 
 
 waivers and amendments, quarterly write ups for loans under watch. In close coordination with
 
 
 respective deal/client teams.
 
 <ul>
 <li>
 Proactively flag to LATFG manager and Portfolio Management Director and respective LATFG
 </li>
 </ul>
 
 client teams any early warning signals of credit deterioration, concerns, or ideas for commercial
 
 
 opportunities
 
 <ul>
 <li>
 Ensure timely propagation of internal rating decisions within the internal IT systems.
 </li>
 </ul>
 
 Occasionally represent the team in the various credit committees (NY credit committee, CLF credit committee, CRC) and monitoring committees (Quarterly committees for underperforming loans or
 
 
 loans under watch &ldquo;SARs&rdquo; and &ldquo;SACs&rdquo;), underperforming or under watch loans
 
 <ul>
 <li>
 Coordinate with CLF Losa team to monitor evolution of the portfolio (increases or reductions via amortization, prepayments, secondary trades etc)
 </li>
 <li>
 Coordinate with CLF Losa and respective deal/client teams to ensure authorizations recorded in internal systems are accurate and up to date.
 </li>
 <li>
 Maintain close coordination on all of the above tasks with respective LATFG client teams. Interact with clients whenever necessary to clarify credit related questions, in coordination with the LATFG
 </li>
 </ul>
 
 client team.
 
 <ul>
 <li>
 Review quarterly or annual information provided by client, connect to lender or investor calls
 </li>
 </ul>
 
 organized by clients and relay summaries of meaningful information to LATFG team manager and
 
 
 respective LATFG client team.
 
 <ul>
 <li>
 Depending on deal flow, there will also be occasional opportunities to get involved in live, new
 </li>
 </ul>
 
 deals as part of the origination deal team.
 
 
 
 
 
 2) Contribute to Internal and Regulatory Reporting:
 
 <ul>
 <li>
 Collect data and under PFM Director, assist with the regular requests for reporting from our
 </li>
 </ul>
 
 internal stakeholders (HO business line, COO teams, RPC): monthly anomaly reports, monthly
 
 
 LevFin excel pipeline, quarterly portfolio review files, &ldquo;deals world&rdquo; database for LBOs, etc
 
 <ul>
 <li>
 Contribute to recurring, ad hoc, and annual audits (NY annual and quarterly CUSO Loan Review, ad hoc NY portfolio reviews, Internal Audit &ldquo;Inspection Generale&rdquo;, add hoc CUSO reviews)
 </li>
 <li>
 Assist team manager and respective deal teams in ensuring that the CLF pipeline tool (&ldquo;Diamond&rdquo;) is up to date.
 </li>
 <li>
 Contribute to occasional ad hoc information requests when and as required
 </li>
 <li>
 Assist LATFG manager with periodic estimate of landing vs budget and other planning tasks
 </li>
 </ul>
 
 
 
 
 
 Candidate background / experience
 
 
 <ul>
 <li>
 Ideally 1-2 year experience in either a leveraged finance environment (portfolio management or origination and execution), or a credit risk / credit underwriting and monitoring function.
 </li>
 <li>
 Relevant academic background (BA/BS degree with economics/finance major coursework, ideally Master's degree &ndash; Msc Finance or MBA).
 </li>
 </ul>
 
 
 
 
 
 Skills
 
 
 <ul>
 <li>
 Strong quantitative and qualitative analytical skills
 </li>
 <li>
 Prior experience in financial analysis, cash flow modeling experience will be a plus
 </li>
 <li>
 Reliability, attention to detail and quality outputs,
 </li>
 <li>
 Good organizational skills: ability to keep track of deadlines, to organize its own work
 </li>
 <li>
 Good communication and interpersonal skills (ability to communicate seamlessly with LATFG deal teams, and capacity to interact convincingly and forcefully with internal partners, in particular with RPC &amp; senior representatives from Bus Line or coverage)
 </li>
 <li>
 MS Office suite proficiency
 </li>
 <li>
 Fluency in a second language (in particular French, Portuguese, Spanish) is a strong positive.
 </li>
 </ul>
</div>

Leveraged, Acquisition & TMT Finance Americas – Portfolio Management - Analyst

Lenox Advisors

<div>
 
 PORTF014590_4
 
 
 
 Who We Are
 
 
 
 Lenox Advisors brings together sophisticated solutions in wealth management and insurance services to high-net-worth individuals and their families. As a wholly owned subsidiary of NFP Corp., an Aon Company, we combine the culture of a boutique firm with the stability and backing of a large corporation to create an environment that's truly unique. NFP is a multiple Best Places to Work award winner in Business Insurance. We&rsquo;re a recognized Elite Agency award winner and a leading property and casualty broker, benefits consultant, wealth manager, and retirement plan advisor. NFP provides solutions enabling client success through the expertise of over 8,000 global employees, investments in innovative technologies, and enduring relationships with highly rated insurers, vendors and financial institutions. To learn more, please visit: https://www.NFP.com.
 
 
 
 
 
 
 Job Summary
 
 
 
 The Portfolio Analyst will work closely with our Asset Managers and the SVP of Asset Management on client matters such as analyzing client&rsquo;s current portfolio, reviewing wealth management analyses, and making asset allocation recommendations. The Portfolio Analyst will contribute to liaison efforts between Portfolio Management Teams and our Asset Managers and associates in regards to overall asset allocation and market updates while performing due diligence on specific investment choices and vendors. One of the main purposes of this role is to give Asset Managers and Advisors (Relationship Managers) valuable analysis and insights into prospects and existing client portfolios in order to assist in pitches and reviews via our portfolio analysis and planning software. The analyst therefore plays a valuable role in indirectly gathering assets and maintaining healthy client relationships. They provide value to the client through their work in establishing appropriate asset allocations and identifying weaknesses and or strengths in their investment portfolios (whether they are invested with us or not). In addition, the Portfolio Analyst is the main point of contact for operationalizing our analysis and due diligence software while providing secondary coverage to managed and brokerage portfolio trades. This role requires keen attention to detail and must be comfortable speaking to internal and external clients. In this capacity, the analyst is responsible for trade execution and trade strategy. The role also requires maintaining and updating software and programs used by the asset management team.
 
 
 
 
 
 Must live near one of the following Lenox offices:
 
 
 
 
 
 Pleasant Hill, CA
 
 
 Los Angeles, CA
 
 
 Stamford, CT
 
 
 Chicago, IL
 
 
 New York, NY
 
 
 Springfield, MA
 
 
 Hunt Valley, MD
 
 
 
 
 
 
 Job Accountabilities
 
 
 <ul>
 <li>
 Participating member of the firm&rsquo;s Investment Committee
 </li>
 <li>
 Participating member of the firm&rsquo;s Annuity Committee
 </li>
 <li>
 Participating member of the firm&rsquo;s Complex Product Committee
 </li>
 <li>
 Contributing member of large (up to 150 participants) market update and training calls
 </li>
 <li>
 Analyzes performance, style, and risk measures for investment portfolios.
 </li>
 <li>
 Reviews client&rsquo;s account(s) and prepares portfolio reviews at the request of Relationship Managers and Asset Managers. This includes portfolio review, portfolio observation write-ups, reinvestment analysis to show before and after strategy implementation and Monte Carlo simulations.
 </li>
 <li>
 Recommends manager selections within managed accounts and variable annuities
 </li>
 <li>
 Evaluates client&rsquo;s outside accounts to make proper asset allocation recommendations
 </li>
 <li>
 Uses software tools to analyze clients&rsquo; outside accounts and current portfolio for proper allocation recommendations. Software tools include, Y:Charts, Right Capital, eMoney, Excel, Morningstar Annuity, Envestnet and Tamarac
 </li>
 <li>
 Fidelity Institutional Trading platforms (Wealthscape). Security, Debt &amp; Fund order entry
 </li>
 <li>
 Create &ldquo;portfolio observations&rdquo; for clients that bullet point questionable investment strategies within their overall portfolio and recommendations to better suit clients investment objective
 </li>
 <li>
 Performs due diligence on portfolio managers available within our broker/dealer to decide which will best fit the client&rsquo;s needs and documents all due diligence conversations of the IC
 </li>
 <li>
 Keeps abreast of current market conditions and changes through vendor conference calls and market outlooks
 </li>
 <li>
 Provides analysis of new and existing vendors and reviews possible software and technology enhancements
 </li>
 <li>
 Continuously maintain and update software in order that data consistently stays up to date with ever-changing market environments. Coordinate research and delivery of annual updates to capital market assumptions from Lenox Asset Management Committee and various external analyst desks, ensuring that data is then updated across platforms
 </li>
 <li>
 Assists Sr. Analysts, SVP of Asset Management, and Operations on special projects
 </li>
 <li>
 Act as one of the firm&rsquo;s lead traders for unmanaged full-service brokerage accounts, while consistently maintaining managed trading readiness
 </li>
 <li>
 Maintain and update strategic model portfolios in Right Capital, rooted in firm&rsquo;s capital market assumptions
 </li>
 <li>
 Provide ongoing support to newly developed investment and variable annuity solutions.
 </li>
 </ul>
 
 
 
 
 
 Job Competencies
 
 
 
 Required Knowledge
 
 <ul>
 <li>
 Experienced with broad asset class categories such as equity, fixed income and alternative investments
 </li>
 <li>
 Experienced with broad range of investment vehicles: open and closed ended funds, private offerings, process and event driven alternatives, and separately managed accounts
 </li>
 <li>
 Knowledge of applicable industry regulation and practices and competitors
 </li>
 <li>
 Writing and delivering attribution analyses
 </li>
 <li>
 Ability to converse directly on capital markets and economic fundamentals
 </li>
 <li>
 Experienced with due diligence reviews of money manager solutions
 </li>
 <li>
 Variable annuity solutions and optional riders
 </li>
 </ul>
 
 
 
 
 
 Required Skills/Abilities
 
 
 <ul>
 <li>
 Advanced time management skills
 </li>
 <li>
 Understanding of the regulatory regime (SEC, FINRA, DOL, IRS) which covers the business enterprise
 </li>
 <li>
 Able to think strategically and ask probing questions with confidence
 </li>
 <li>
 Excellent listening, communication and presentation skills
 </li>
 <li>
 Documentation skills and note taking acumen
 </li>
 <li>
 Willingness to be mentored by multiple parties in leadership and client portfolio management
 </li>
 <li>
 Prior experience with portfolio accounting, order or trading, billing, compliance, reporting, performance or CRM systems
 </li>
 <li>
 Recommend improvements to systems that drive operational efficiencies
 </li>
 </ul>
 
 
 
 
 Required Behaviors/Attitudes
 
 <ul>
 <li>
 Possess an intellectual curiosity about the capital markets and economy
 </li>
 <li>
 Fosters atmosphere of learning
 </li>
 <li>
 Possess an intellectual curiosity about the business
 </li>
 <li>
 High degree of organizational skills
 </li>
 <li>
 Understanding dependencies and project sequencing
 </li>
 <li>
 Results, delivery oriented
 </li>
 <li>
 Possesses a guardian instinct; protect the firm
 </li>
 <li>
 Communication is crisp, flat and often
 </li>
 <li>
 Team oriented; Demonstrates a service attitude
 </li>
 <li>
 Collaborative work style and commitment to get the job done
 </li>
 <li>
 Maintaining positive working environment
 </li>
 <li>
 Proactive; Self-Starter
 </li>
 <li>
 Demonstrates a service attitude
 </li>
 <li>
 Strives for Operational excellence
 </li>
 <li>
 Drive mindset that change is our competitive advantage
 </li>
 </ul>
 
 
 
 
 
 Education/Experience/License Requirements:
 
 
 <ul>
 <li>
 4-year college degree
 </li>
 <li>
 5 years of broad financial services background or general portfolio management experience
 </li>
 <li>
 Client facing communication a plus
 </li>
 <li>
 Series 7 required
 </li>
 <li>
 Series 66 preferred (will need to obtain)
 </li>
 <li>
 Life &amp; Health
 </li>
 <li>
 CFA, CFP or CIMA a plus
 </li>
 </ul>
 
 
 
 
 
 What We Offer:
 
 
 
 We're proud to offer a competitive salary, PTO &amp; paid holidays, 401(k) with match, exclusive discount programs, health &amp; wellness programs, and more. Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others.
 
 
 The base salary range for this position is $85,000.00 &ndash; $117,000.00 The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.
 
 
 
 
 
 
 NFP and You... Better Together!
 
 
 
 
 NFP and Lenox Advisors is an inclusive Equal Employment Opportunity employer.
 
 
 
 
</div>

Portfolio Analyst

<div>At Moody's, we unite the brightest minds to turn today&rsquo;s risks into tomorrow&rsquo;s opportunities. We do this by striving to create an inclusive environment where everyone feels welcome to be who they are&mdash;with the freedom to exchange ideas, think innovatively, and listen to each other and customers in meaningful ways. Moody&rsquo;s is transforming how the world sees risk. As a global leader in ratings and integrated risk assessment, we&rsquo;re advancing AI to move from insight to action&mdash;enabling intelligence that not only understands complexity but responds to it. We decode risk to unlock opportunity, helping our clients navigate uncertainty with clarity, speed, and confidence.
If you are excited about this opportunity but do not meet every single requirement, please apply! You still may be a great fit for this role or other open roles. We are seeking candidates who model our values: invest in every relationship, lead with curiosity, champion diverse perspectives, turn inputs into actions, and uphold trust through integrity.<div><div><div><h2 class="jobSectionHeader">
Skills &amp; Competencies</h2>
</div><div><ul><li>Relevant work or project experience, including internships</li><li>
Proficiency in MS Excel, Word, and PowerPoint</li><li>
Experience with data analysis and visualization tools (e.g., PowerBI, TABLEAU, KNIME, Alteryx) preferred</li><li>
Excellent verbal, written communication, and interpersonal skills</li><li>
Strong organization skills, analytical thinking, and attention to detail</li><li>
Eagerness to learn and adopt emerging technical applications in the financial industry, including AI-driven tools, automation and data analytics</li><li>
Proactive with the ability to work effectively in a team environment</li><li>
Ability to adapt and thrive in a fast-paced, innovative environment; ability to prioritize tasks</li><li>
Fundamental understanding of fixed income markets or credit preferred</li><li>
Accounting knowledge with a strong focus on financial analysis (e.g. through coursework, CFA or equivalent), or relevant work experience is preferred</li><li>
Demonstrates a high level of emotional intelligence, including the ability to navigate complex interpersonal dynamics, foster collaboration, and approach challenges with empathy and self-awareness</li><li>
Exemplifies unwavering integrity by consistently acting with honesty, transparency, and accountability, ensuring trust and credibility in all interactions and decisions</li><li>
Strong skills in data interpretation and storytelling, with the ability to analyze complex datasets, extract actionable insights, and effectively communicate findings to diverse audiences in a clear and compelling manner</li><li>
Python and SQL skills preferred</li></ul></div></div><div><div><h2 class="jobSectionHeader">
Education</h2>
</div><div><ul><li>Minimum undergraduate/first-level degree (e.g. Bachelor&rsquo;s Degree, or equivalent qualifications) with a strong academic record (minimum GPA of 3.0 in the US)</li><li>
Finance or accounting background preferred</li><li>
Availability for immediate hire</li></ul></div></div><div><div><h2 class="jobSectionHeader">
Responsibilities</h2>
</div><div>
As a Ratings Associate, you will be part of a global team and you will collaborate closely with Credit Rating Analysts to assign and monitor credit ratings of companies in major global industries, governments and structured financings, playing a crucial role in assessing their credit risk and performance. You will participate in key stages of the credit rating process and contribute to the rigorous evaluation and assignment of credit ratings by participating in credit rating committee discussions. You will utilize advanced digital tools and AI technologies to streamline processes, improve efficiency, and enhance the quality of your data analysis. Ratings Associates are part of a dynamic team that makes a significant impact on the global capital markets.
What to Expect:<ul><li>
Support Analysts on work related to credit ratings, research, and market outreach</li><li>
Leverage digital tools and AI-driven solutions to enhance analytical capabilities, improve efficiency, and focus on solving complex, high-value challenges</li><li>
Analyze data and financial documents, prepare and run financial models and forecasts</li><li>
Draft rating committee memos; attend and participate in rating committee meetings</li><li>
Draft and help publish credit research reports</li><li>
Monitor market developments and news to assess credit quality and industry trends</li><li>
Attend investor and issuer meetings as required; help prepare presentations</li><li>
Continuous development of your professional skills through trainings and hands-on work</li><li>
Learn about sustainability, cyber risk, private credit and local financial markets</li></ul></div></div><div><div><h2 class="jobSectionHeader">
About the Role</h2>
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The Ratings &amp; Research Support (RRS) team at Moody's plays a critical role in ensuring the smooth operation of the ratings and research process and supporting various analytical departments. The Ratings Associate will work closely with Credit Rating Analysts to ensure that all tasks related to credit ratings, research, and market outreach are completed efficiently and effectively. This role is essential in maintaining the overall productivity and organization of the ratings process, and it supports the larger team by ensuring that all analytical needs are met promptly and accurately.</div></div></div>
For US-based roles only: the anticipated hiring base salary range for this position is $82,400.00 - $95,500, depending on factors such as experience, education, level, skills, and location. This range is based on a full-time position. In addition to base salary, this role is eligible for incentive compensation. Moody&rsquo;s also offers a competitive benefits package, including not but limited to medical, dental, vision, parental leave, paid time off, a 401(k) plan with employee and company contribution opportunities, life, disability, and accident insurance, a discounted employee stock purchase plan, and tuition reimbursement. 
 
Moody&rsquo;s is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, sex, gender, age, religion or creed, national origin, ancestry, citizenship, marital or familial status, sexual orientation, gender identity, gender expression, genetic information, physical or mental disability, military or veteran status, or any other characteristic protected by law. Moody&rsquo;s also provides reasonable accommodation to qualified individuals with disabilities or based on a sincerely held religious belief in accordance with applicable laws. If you need to inquire about a reasonable accommodation, or need assistance with completing the application process, please email accommodations@moodys.com. This contact information is for accommodation requests only, and cannot be used to inquire about the status of applications.
For San Francisco positions, qualified applicants with criminal histories will be considered for employment consistent with the requirements of the San Francisco Fair Chance Ordinance.
This position may be considered a promotional opportunity, pursuant to the Colorado Equal Pay for Equal Work Act. 
 
Candidates for Moody's Corporation may be asked to disclose securities holdings pursuant to Moody&rsquo;s Policy for Securities Trading and the requirements of the position. Employment is contingent upon compliance with the Policy, including remediation of positions in those holdings as necessary. 
 
For more information on the Securities Trading Program, please refer to the STP Quick Reference guide on ComplianceNet 
 
Please note: STP categories are assigned by the hiring teams and are subject to change over the course of an employee&rsquo;s tenure with Moody&rsquo;s.</div>

Ratings Associate - Funds and Asset Management

Sumitomo Mitsui Trust Bank Limited New York Branch

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 This role is located in New York City and will require a hybrid work schedule of at least 2 days in office per week.
 
 
 
 
 
 
 This is an entry-level credit analyst role for Assistant Officer level candidates.
 
 
 
 
 
 
 About the Bank
 
 
 
 
 Sumitomo Mitsui Trust Bank, Limited was established through the merger of The Sumitomo Trust and Banking Co., Ltd with Chuo Mitsui Trust and Banking, Ltd. on April 1, 2012. We are one of the largest asset managers in Asia and number one among Japanese financial institutions by AUM, with approximately $850 Billion USD in AUM. The Bank provides an assortment of financial solutions and manages a broad spectrum of financial products across its global branches.
 
 
 
 
 
 
 
 Department Overview
 
 
 
 The Americas Division (&ldquo;AD&rdquo;) was established in the Sumitomo Mitsui Trust Bank, Limited, New York Branch) (&ldquo;SMTBNY&rdquo;) to perform corporate functions and supervise U.S. entities. Established under the AD are the &ldquo;Global Banking Unit (&ldquo;GBU&rdquo;), Americas Division&rdquo; and &ldquo;Global Markets Unit (&ldquo;GMU&rdquo;), Americas Division&rdquo; which performs business functions. The Specialty Finance Department (&ldquo;SFD&rdquo;) is responsible for originating, booking and monitoring credit facilities for both bilateral and syndicated loan transactions. SFD focuses on building and monitoring portfolio assets in 3 main product areas: Project Finance, Trade and Commodity Finance and Aviation.
 
 
 
 
 
 
 Your Role Overview:
 
 
 
 Responsible for credit evaluation and deal maintenance for Trade &amp; Commodity Finance and Aviation. The analyst would be involved in all facets of this team&rsquo;s coverage, with a focus on underwriting and monitoring activities, with exposure to origination and structuring activities.
 
 
 
 
 
 
 Your Duties and Responsibilities
 
 
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 Reviews potential assets in assigned products/industries, prepares detailed credit memos and credit applications and makes investment recommendations, based upon a comprehensive financial and qualitative analysis.
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 Ensures compliance with applicable investment guidelines and directives from Head Office and Branch Management.
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 Monitors assigned assets/products/industries to maintain credit quality through asset/product/industry appropriate measures, i.e., financial analysis and trends, cross-sectional analysis, cashflow analysis and market value/liquidity.
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 Prepares all applications and reports and makes recommendations on all amendments, refinancings and other ongoing activities.
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 Responsible for all Head Office and Branch monitoring and reporting requirements, including rating review, business review of documentation, regulatory review, booking and financial and portfolio review requirements, with support from Operations Analyst as designated.
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 May support deal structuring activities.
 </li>
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 Performs other duties and responsibilities as assigned by management.
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 </ol>
 
 
 
 
 
 Your Qualifications:
 
 
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 <li>
 Bachelor&rsquo;s degree in Finance or Economics or equivalent with 0-2 years related experience.
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 Good knowledge of finance and basic accounting.
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 Good knowledge of commonly used research resources, including Bloomberg, EDGAR, and rating agencies.
 </li>
 <li>
 Basic knowledge of corporate finance transactions.
 </li>
 <li>
 Basic knowledge of loan markets.
 </li>
 <li>
 Proficient in Microsoft 365 (Excel, PowerPoint, Word, Outlook, and Access) and some modeling capabilities.
 </li>
 <li>
 Excellent oral and written communication skills.
 </li>
 </ol>
 
 
 
 
 
 
 
 
 Why you should join SuMi Trust:
 
 
 
 
 SuMi Trust embraces flexible ways of working when the business and role permits. We provide employees with a hybrid working model, allowing for in-office work and work from home. Our diverse and inclusive environment along with our global presence enables us to collaborate and communicate to meet our business needs. We believe that efficient teams need truth, loyalty, and a strong sense of purpose to balance risk and their targets. We make sustainable business decisions to improve our society and the world. We believe that each person brings a unique value that drives the business though their creativity and passion.
 
 
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 The Employee Benefits package includes: Paid Time Off, medical, HSA, vision, dental, FSA, 401(k), profit sharing, legal plan, cancer indemnity plan, disability insurance, life insurance, employee assistance program, commuter benefits, business travel accident, paid volunteer day, paid memberships, paid seminars, and tuition assistance.
 
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 We offer many socialization opportunities for wellness, financial wellbeing, runs/walks, team building, happy hours, and activities to support the Sustainable Developmental Goals.
 
 </li>
 </ul>
 
 Check out our LinkedIn for our employee experience: https://www.linkedin.com/company/smtbny
 
 
 
 
 
 
 
 
 We are an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, disability status, protected veteran status or any other characteristic protected by law. SuMi Trust provides reasonable accommodations for employees and applicants with disabilities consistent with applicable law. If you need a reasonable accommodation during the application
 
 
 
 
</div>

Credit Analyst - Specialty Finance

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