asset wealth management private wealth management managed strategies portfolio manager trader analyst new york

Goldman Sachs

<div><div><div><div><div><div><div><p><b>YOUR IMPACT</b></p>
<p>
The Managed Strategies Team within Asset &amp; Wealth Management (&ldquo;AWM&rdquo;) is responsible for all discretionary solutions offerings for PWM clients. The team provides clients with liquid, bespoke, actively managed investment opportunities via separately managed accounts and manages more than $60bn in assets globally.</p>
<p>
The team is currently seeking an Analyst to work as a member of the Portfolio Management and Trading team. The role will be aligned with the discretionary option overlay business working closely with the rest of the team to manage and trade option-based strategies. The candidate will also be involved in the ongoing development of the team&rsquo;s suite of offerings and in technology projects to improve risk management infrastructure as the business scales. Additionally, the candidate will frequently liaise with strat teams, external brokers, compliance, legal, and other stakeholders to appropriately specify requirements for the business on a go-forward basis.</p>
<p><b>
OUR IMPACT</b></p>
<p><b>
Wealth Management</b></p>
<p>
Across Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach their financial goals. Our advisor-led wealth management businesses provide financial planning, investment management, banking and comprehensive advice to a wide range of clients, including ultra-high net worth and high net worth individuals, as well as family offices, foundations and endowments, and corporations and their employees. Our consumer business provides digital solutions for customers to better spend, borrow, invest, and save. Across Wealth Management, our growth is driven by a relentless focus on our people, our clients and customers, and leading-edge technology, data and design.</p>
<p><b>
Managed Strategies</b></p>
<p>
The Managed Strategies Team partners with clients to identify investment objectives and implement differentiated equity strategies to tailor portfolios to meet both strategic and tactical goals, while maintaining a key risk management focus. The team specializes on 3 key platforms &ndash; an option writing strategy, GOAS (Goldman Option Advisory Service), an actively managed structured note investment platform, Beta+, and thematic long-only equity model portfolio implementations via Thematic Marketplace. The team also creates customized option overlay solutions to meet client&rsquo;s risk/return goals and investment objectives.</p>
<p><b>
HOW YOU WILL FULFILL YOUR POTENTIAL</b></p>
<ul><li>
Actively managing option portfolios alongside senior portfolio managers and traders</li><li>
Executing and booking option trades across different markets: OTC, listed, Index and Single Stock</li><li>
Daily review of current option positions/risk and discussion of trade ideas</li><li>
Manage relationships with internal teams (compliance, legal, operations, technology, strats, sales) as well as external broker-dealers</li><li>
Communicating strategy updates/recommendations</li><li>
Working on wide-ranging projects such as developing new strategies, streamlining processes, improving risk management, or ad-hoc deliverables and analysis as needs arise.</li></ul>
<p><b>
SKILLS &amp; EXPERIENCE WE&rsquo;RE LOOKING FOR</b></p>
<ul><li>
Bachelor's degree required</li><li>
1-2 years of relevant work experience</li><li>
0 to 2 years of capital markets experience</li><li>
Strong interest in Equity Derivatives and Risk Management</li><li>
Academic background in a quantitative subject is preferred</li><li>
Strong interpersonal and communication skills</li><li>
Attention to detail and organizational skills</li><li>
Motivated team player who can contribute in a cohesive team environment</li><li>
Independent thinker who is logical and analytical</li><li>
SIE, Series 7 and Series 63 (must be obtained within 3 months of employment)</li></ul>
<p><b>
ABOUT GOLDMAN SACHS</b></p>
<p>
At Goldman Sachs, we commit our people, capital and ideas to help our clients, shareholders and the communities we serve to grow. Founded in 1869, we are a leading global investment banking, securities and investment management firm. Headquartered in New York, we maintain offices around the world.</p>
<p>
We believe who you are makes you better at what you do. We're committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs. about our culture, benefits, and people at GS.com/careers.</p>
<p>
We're committed to finding reasonable accommodations for candidates with special needs or disabilities during our recruiting process. : https://www.goldmansachs.com/careers/footer/disability-statement.html</p>
<p>
&copy; The Goldman Sachs Group, Inc., 2026. All rights reserved.</p>
<p>
Goldman Sachs is an equal opportunity employer and does not discriminate on the basis of race, color, religion, sex, national origin, age, veterans status, disability, or any other characteristic protected by applicable law.</p><br>
<p></p>
<div>
<p><b>Salary Range</b>
<br>
The expected base salary for this New York, New York, United States-based position is $75000-$125000. In addition, you may be eligible for a discretionary bonus if you are an active employee as of fiscal year-end.
</p>
<p><b>Benefits</b>
<br>
Goldman Sachs is committed to providing our people with valuable and competitive benefits and wellness offerings, as it is a core part of providing a strong overall employee experience. A summary of these offerings, which are generally available to active, non-temporary, full-time and part-time US employees who work at least 20 hours per week, can be found here.
</p>
</div></div></div></div></div></div></div><div><div><div><div><div><b>We Offer Best-In-Class Benefits</b></div></div></div><p></p><div><div><div><div><div><div><div>
Healthcare &amp; Medical Insurance</div></div><p>
We offer a wide range of health and welfare programs that vary depending on office location. These generally include medical, dental, short-term disability, long-term disability, life, accidental death, labor accident and business travel accident insurance.</p></div></div></div></div><p></p><div><div><div><div><div><div>
Holiday &amp; Vacation Policies</div></div><p>
We offer competitive vacation policies based on employee level and office location. We promote time off from work to recharge by providing generous vacation entitlements and a minimum of three weeks expected vacation usage each year.</p></div></div></div></div><p></p><div><div><div><div><div><div>
Financial Wellness &amp; Retirement</div></div><p>
We assist employees in saving and planning for retirement, offer financial support for higher education, and provide a number of benefits to help employees prepare for the unexpected. We offer live financial education and content on a variety of topics to address the spectrum of employees&rsquo; priorities.</p></div></div></div></div><p></p><div><div><div><div><div><div>
Health Services</div></div><p>
We offer a medical advocacy service for employees and family members facing critical health situations, and counseling and referral services through the Employee Assistance Program (EAP). We provide Global Medical, Security and Travel Assistance and a Workplace Ergonomics Program. We also offer state-of-the-art on-site health centers in certain offices.</p></div></div></div></div><p></p><div><div><div><div><div><div>
Fitness</div></div><p>
To encourage employees to live a healthy and active lifestyle, some of our offices feature on-site fitness centers. For eligible employees we typically reimburse fees paid for a fitness club membership or activity (up to a pre-approved amount).</p></div></div></div></div><p></p><div><div><div><div><div><div>
Child Care &amp; Family Care</div></div><p>
We offer on-site child care centers that provide full-time and emergency back-up care, as well as mother and baby rooms and homework rooms. In every office, we provide advice and counseling services, expectant parent resources and transitional programs for parents returning from parental leave. Adoption, surrogacy, egg donation and egg retrieval stipends are also available.</p></div></div></div></div><p></p><div><div><div><div><div><div>
Benefits at Goldman Sachs</div></div><p>
Read more about the full suite of class-leading benefits our firm has to offer.</p></div></div></div></div></div></div></div></div><div></div>
<br><p>Opportunity Overview
CORPORATE TITLE
Analyst
OFFICE LOCATION(S)
New York
JOB FUNCTION
External Product Specialists
DIVISION
Asset &amp; Wealth Management
SALARY RANGE
USD 75,000 - 125,000</p>

Asset & Wealth Management, Private Wealth Management, Managed Strategies, Portfolio Manager/Trader, Analyst - New York

Fernridge Group

<div>
 <p>
  Legal Associate &ndash; Asset Management (Alternative Credit)
 </p>
 <p>
  <strong>
   Location:
  </strong>
  New York, NY (in office)
 </p>
 <p>
  <strong>
   Experience:
  </strong>
  3+ years post JD
 </p>
 <p>
  <br/>
 </p>
 <p>
  About the Firm
 </p>
 <p>
  Our client is a growing, credit-focused asset manager managing approx. $1B in AUM and actively fundraising (they are also backed by a reputable PE shop). The firm invests across a range of alternative credit strategies, including CLOs and ABS, with an entrepreneurial and collaborative culture that offers strong visibility and impact.
 </p>
 <p>
  <br/>
 </p>
 <p>
  Position Overview
 </p>
 <p>
  Counsel will work in the Legal &amp; Compliance team, reporting to the General Counsel, and support senior investment professionals and the firm&rsquo;s business units across a wide range of corporate, client (SMAs, private and registered funds), and transactional matters. This is a hands-on role ideal for a motivated junior attorney looking to gain broad in-house exposure within a sophisticated credit platform.
 </p>
 <p>
  <br/>
 </p>
 <p>
  Key Responsibilities
 </p>
 <ul>
  <li>
   Review, draft, and manage client and fund documentation, service agreements, and corporate contracts.
  </li>
  <li>
   Assist with the negotiation and execution of various agreements, including vendor and service provider contracts.
  </li>
  <li>
   Support legal and operational processes related to fundraising, compliance, and entity formation.
  </li>
  <li>
   Handle KYC/AML documentation and related administrative legal tasks.
  </li>
  <li>
   Conduct legal research and support internal governance documentation.
  </li>
  <li>
   Liaise with external counsel and service providers as needed.
  </li>
 </ul>
 <p>
  <br/>
 </p>
 <p>
  Qualifications
 </p>
 <ul>
  <li>
   J.D. degree required.
  </li>
  <li>
   3-5 years of legal experience, preferably from a law firm, finance, or in-house (preferably asset management).
  </li>
  <li>
   Exposure to fund formation, credit, or structured products is a plus, but not required.
  </li>
  <li>
   Strong organizational and communication skills, attention to detail, and willingness to work in a fast-paced environment.
  </li>
  <li>
   Proactive, resourceful, and eager to learn the inner workings of a growing investment firm.
  </li>
 </ul>
 <p>
  <br/>
 </p>
 <p>
  Why This Role
 </p>
 <ul>
  <li>
   Join a lean, entrepreneurial legal team where your work is visible and valued.
  </li>
  <li>
   Gain exposure to a wide range of fund, credit, and corporate matters.
  </li>
  <li>
   Excellent opportunity for a junior attorney to transition from firm to in-house within a growing alternative asset manager.
  </li>
 </ul>
 <p>
 </p>
</div>


Legal Counsel

Tata Consultancy Services (TCS)

<p><b>Job Title</b>: Audit Consultant</p><p><b>Location</b>: New York, NY - onsite<br/><b>Duration</b>: 6 months</p><p>TCS is seeking an experienced Consultant to support our engagement with A leading Banking client in New York city. This role will lead audit engagements, provide consulting support, and ensure compliance across Prime Funds operations globally. The ideal candidate brings deep asset management expertise with the ability to partner with senior stakeholders and drive complex audit initiatives.</p><p>KEY RESPONSIBILITIES</p><p><b>Audit Execution (40%)</b><br/>&middot; Lead comprehensive audits of Global Prime Funds operations (fund administration, portfolio management, compliance, trading, operations)<br/>&middot; Plan and execute audit engagements across multiple jurisdictions (US, EMEA, APAC)<br/>&middot; Assess key risks: liquidity, credit, operational, and regulatory compliance<br/>&middot; Execute testing per SOC 1/2, ISAE 3402, SEC Rule 2a-7, and MMFR standards<br/>&middot; Document findings, prepare audit reports, and present to senior management<br/>&middot; Manage 4-6 major audits annually</p><p><b>Regulatory &amp; Compliance (30%)</b><br/>&middot; Ensure Prime Funds compliance with SEC Investment Company Act, Rule 2a-7, FINRA rules<br/>&middot; Monitor regulatory developments and assess impact on audit approach<br/>&middot; Evaluate compliance programs: NAV calculations, shadow pricing, liquidity assessments<br/>&middot; Support regulatory examinations (SEC, FINRA, FCA, MAS)<br/>&middot; Review Form N-MFP, Form PF, and regulatory submissions</p><p>Consulting &amp; Advisory (20%)<br/>&middot; Provide strategic consulting on control design, process improvement, and risk mitigation<br/>&middot; Advise on new products, technologies, and operational changes<br/>&middot; Conduct pre-implementation reviews and risk assessments<br/>&middot; Serve as subject matter expert for Prime Funds operations</p><p>Stakeholder Management (10%)<br/>&middot; Partner with Portfolio Management, Operations, Compliance, Risk, and Technology teams<br/>&middot; Present findings to C-suite executives and Board committees<br/>&middot; Collaborate with external auditors and Fund Boards</p><p><b>REQUIRED QUALIFICATIONS</b></p><p>Education &amp; Certifications<br/>&middot; Bachelor's degree in Accounting, Finance, or related field<br/>&middot; CPA, CIA, CISA, or CFA required</p><p><b>Experience</b><br/>&middot; 8+ years audit experience in asset management; 3+ years in money market/prime funds<br/>&middot; 3+ years in Big 4, internal audit, or consulting at senior/manager level<br/>&middot; Experience leading complex audits in global organizations<br/>&middot; Proven C-suite stakeholder management</p><p><b>Technical Expertise</b><br/>&middot; Asset management operations (front/middle/back office)<br/>&middot; Money market fund regulations (SEC Rule 2a-7, Money Market Fund Reform)<br/>&middot; Fund accounting, NAV calculations, pricing methodologies<br/>&middot; Risk management frameworks (COSO, COBIT)<br/>&middot; Financial instruments (repos, commercial paper, CDs, treasuries)<br/>&middot; Audit tools (ACL, IDEA, Tableau, TeamMate)</p><p><b>Core Competencies</b><br/>&middot; Strong analytical and problem-solving skills<br/>&middot; Excellent written/verbal communication<br/>&middot; Advanced Excel and data analytics<br/>&middot; Ability to manage multiple priorities<br/>&middot; Experience in matrix organizations</p><p><b>PREFERRED QUALIFICATIONS</b><br/>&middot; MBA or Master's in Accounting/Finance<br/>&middot; 10+ years total experience with 5+ years in asset management<br/>&middot; Big 4 asset management practice experience<br/>&middot; Knowledge of UCITS and international money market fund regulations<br/>&middot; SQL, Python, or advanced analytics experience<b>&lt;Overview&gt;</b></p><p>Job Types: Full-time, Contract</p><p>Pay: $48.00 - $50.00 per hour</p><p>Expected hours: 8 per week</p><p>Work Location: In person</p>

IT Audit Consultant

Millennium Management

<div><div><div><p>Job Description</p></div></div><div><div><div><div>
Business Analyst - Treasury<p></p><p>
The treasury function at Millennium covers several areas: Cash and collateral management, Financing, Liquidity Management, Margin, Financing Optimization and Counterparty Risk. The Business Analyst/Project Manager role in Treasury technology is responsible for driving end-to-end delivery of Treasury initiatives while maintaining strategic alignment with business objectives. The in this role you would be responsible for requirements documentation, project delivery, program management, domain knowledge, and collaboration with all teams involved in the software development lifecycle.</p><p></p><p><b>
Principal Responsibilities</b></p><ul><li>
Work across the global Treasury, Operations and Technology organizations to understand business needs and manage coordinated solutions</li><li>
Own extensive data analysis across asset classes, products, markets and trading strategies to provide business transparency, identify deficiencies and support platform implementations</li><li>
Own requirements definition and scoping to long-term strategic IT solutions</li><li>
Hands-on ownership of full delivery of IT efforts from specs to testing and production roll-out</li></ul><ul><li>
Meet with internal clients to determine business, functional and technical requirements and participate in application design, configuration, testing and deployment</li><li>
Participate in efforts to develop and execute testing, training and documentation</li><li>
Proactively engage on continuous improvement efforts for application design, support, and practice development efforts.</li></ul><p><b>
Qualifications/Skills Required</b></p><ul><li>
7+ years of hands on experience with business analysis in financial services, 3+ years of experience in cross-product margin with detailed financial product knowledge. (Cash management and cash wire experience a plus.)</li><li>
Comfortable with direct query of enterprise databases and working with large, complex data sets to answer questions and model concepts</li><li>
Strong understanding of financial products (Equity, FI, Futures, OTC, FX, etc) and margin policies</li><li>
Working knowledge and experience with complex business systems integration as well as object-oriented design patterns and development</li><li>
Proven track record of hands-on project delivery experience across the SDLC at an Investment Bank, Software Vendor, Exchange or ATS, or Buy Side Firm</li><li>
Experience with development methodologies including waterfall or agile, for example</li><li>
Experience coordinating projects across multiple teams / functional areas</li><li>
Ability to communicate at detailed levels to development teams and users and executive updates to senior stakeholders.</li><li>
Ability to thrive in a dynamic, fast-paced environment with an independent/self-starter work ethic.</li></ul><p></p><p>
The estimated base salary range for this position is $175,000 to $250,000, which is specific to New York and may change in the future. Millennium pays a total compensation package which includes a base salary, discretionary performance bonus, and a comprehensive benefits package. When finalizing an offer, we take into consideration an individual&rsquo;s experience level and the qualifications they bring to the role to formulate a competitive total compensation package.</p></div></div></div></div></div>

Business Analyst - Treasury

BlackRock

<div><div><div>Location:</div>
<div><div><b>New York, New York</b></div>
</div></div><div><div>Team:</div>
<div><b>Sales &amp; Relationship Mgmt</b></div>
</div><div>Job Requisition #: <b>R258275</b></div>
<div>Date posted: <b>Jan. 09, 2026</b></div></div><p></p>
<br><div><h2 class="jobSectionHeader"><b>Job description</b></h2>
<div><p><b>About this role</b></p><p><b>
Aladdin Client Business, Preqin &ndash; Director</b></p><p></p><p><b>
BlackRock Overview:</b></p><p>
BlackRock is one of the world&rsquo;s leading asset management firms, providing global investment management, risk management, and advisory services to institutions and individuals. We offer a broad range of solutions &mdash; from rigorous fundamental and quantitative active strategies aimed at delivering outperformance, to highly efficient indexing approaches designed to provide diversified exposure to global markets.</p><p></p><p>
Our clients access these solutions through multiple structures, including separate accounts, mutual funds, pooled investment vehicles, and our industry-leading iShares&reg; ETFs. Learn more at http://www.blackrock.com, follow us on Twitter <b>@BlackRock_news</b>, read our insights at http://www.blackrockblog.com, and connect with us on https://www.linkedin.com/company/blackrock</p><p><br>
At BlackRock, our mission is simple: to help clients build a better financial future. We are a diverse team of innovators and problem-solvers, united by a passion for continuous improvement and delivering exceptional experiences for colleagues and clients alike.</p><p></p><p>
Our culture values respect, inclusion, and diversity, while encouraging challenge, growth, and feedback. We believe people thrive when their work, home, and community are supported. Here, you&rsquo;ll find a fast-paced, collaborative environment, competitive and forward-thinking benefits, and the flexibility to shape your role around your aspirations.</p><p></p><p><b>
Business Unit Overview:</b></p><p>
This role sits within <b>Preqin</b>, part of BlackRock. Preqin is at the forefront of transforming private markets through data and technology, enabling clients globally to make better-informed decisions. Preqin complements BlackRock&rsquo;s Aladdin platform, delivering integrated solutions for the entire portfolio.</p><p></p><p><b>
Role Overview:</b></p><p>
As a <b>Director on the Sales Team</b>, you will lead a team of Account Executives focused on driving revenue growth by selling to General Partners (GPs) and Asset Managers across the East Coast of the United States. This role requires a strategic leader with deep knowledge of the private market's ecosystem, including the GP investment lifecycle and related workflows.</p><p></p><p>
You will manage the team in a hands-on capacity, actively engaging in key client interactions while setting and executing the team&rsquo;s strategy. Responsibilities include achieving financial targets, fostering a high-performance culture, and attracting top-tier sales talent. Success in this role demands strong leadership, change management, and the ability to instill accountability and operational excellence.</p><p></p><p><b>
Key Responsibilities</b></p><ul><li>
Lead a team of Sales Executives focused on GPs and Asset Managers on the East Coast</li><li>
Develop and execute go-to-market strategies balancing deal volume and size for optimal pipeline coverage</li><li>
Deliver on financial, operational, and behavioral objectives</li><li>
Inspire and coach the team to exceed revenue targets</li><li>
Drive new business acquisition and account expansion through consultative selling in partnership with client engagement teams</li><li>
Oversee pipeline management, forecasting, and sales execution</li><li>
Recruit, develop, and retain high-caliber sales talent while managing performance and change effectively</li><li>
Build strong relationships with internal and external stakeholders to help drive the best outcomes for clients</li></ul><p></p><p><b>
Skills &amp; Qualifications</b></p><ul><li>
8+ years of sales experience, including 3+ years in leadership roles</li><li>
Proven track record of exceeding quotas and driving growth with complex organizations</li><li>
Deep understanding of the GP lifecycle and service provider ecosystem</li><li>
Strong leadership skills with experience in team structuring, performance management, and change leadership</li><li>
Exceptional communication, negotiation, and interpersonal skills</li><li>
Strong knowledge of financial services and alternative assets</li><li>
Results-oriented, strategic thinker with strong execution capabilities</li></ul>
For New York, NY Only the salary range for this position is USD$158,700.00 - USD$270,000.00 . Additionally, employees are eligible for an annual discretionary bonus, and benefits including healthcare, leave benefits, and retirement benefits. BlackRock operates a pay-for-performance compensation philosophy and your total compensation may vary based on role, location, and firm, department and individual performance.
<p><b>
Our benefits</b><br>
<br>
To help you stay energized, engaged and inspired, we offer a wide range of benefits including a strong retirement plan, tuition reimbursement, comprehensive healthcare, support for working parents and Flexible Time Off (FTO) so you can relax, recharge and be there for the people you care about.</p><p><b>
Our hybrid work model</b></p><p>
BlackRock&rsquo;s hybrid work model is designed to enable a culture of collaboration and apprenticeship that enriches the experience of our employees, while supporting flexibility for all. Employees are currently required to work at least 4 days in the office per week, with the flexibility to work from home 1 day a week. Some business groups may require more time in the office due to their roles and responsibilities. We remain focused on increasing the impactful moments that arise when we work together in person &ndash; aligned with our commitment to performance and innovation. As a new joiner, you can count on this hybrid model to accelerate your learning and onboarding experience here at BlackRock.</p><p><b>
About BlackRock</b></p><p>
At BlackRock, we are all connected by one mission: to help more and more people experience financial well-being. Our clients, and the people they serve, are saving for retirement, paying for their children&rsquo;s educations, buying homes and starting businesses. Their investments also help to strengthen the global economy: support businesses small and large; finance infrastructure projects that connect and power cities; and facilitate innovations that drive progress.</p><p>
This mission would not be possible without our smartest investment &ndash; the one we make in our employees. It&rsquo;s why we&rsquo;re dedicated to creating an environment where our colleagues feel welcomed, valued and supported with networks, benefits and development opportunities to help them thrive.</p><p>
For additional information on BlackRock, please visit @blackrock | Twitter: @blackrock | LinkedIn: www.linkedin.com/company/blackrock</p><p></p><p>
BlackRock is proud to be an equal opportunity workplace. We are committed to equal employment opportunity to all applicants and existing employees, and we evaluate qualified applicants without regard to race, creed, color, national origin, sex (including pregnancy and gender identity/expression), sexual orientation, age, ancestry, physical or mental disability, marital status, political affiliation, religion, citizenship status, genetic information, veteran status, or any other basis protected under applicable federal, state, or local law. <b>View the </b><b>EEOC&rsquo;s Know Your Rights poster and its supplement</b><b> and the </b><b>pay transparency statement</b><b>.</b></p><p></p><p>
BlackRock is committed to full inclusion of all qualified individuals and to providing reasonable accommodations or job modifications for individuals with disabilities. If reasonable accommodation/adjustments are needed throughout the employment process, please email Disability.Assistance@blackrock.com. All requests are treated in line with our <b>privacy policy</b>.</p>
BlackRock will consider for employment qualified applicants with arrest or conviction records in a manner consistent with the requirements of the law, including any applicable fair chance law.</div>
<div><div><b>Job Requisition #</b>
<br>
R258275</div></div></div><p></p>

Sales Manager, Preqin, Director

New York Life

<div><div><div><p>Job Description</p></div></div><div><div><div><h4 class="jobSectionHeader"><b>
Requisition ID</b></h4><div>
93109</div></div><div><h4 class="jobSectionHeader"><b>
Department</b></h4><div>
NYLIM</div></div><div><h4 class="jobSectionHeader"><b>
Job Function</b></h4><div>
NYLIM</div></div><div><h4 class="jobSectionHeader"><b>
Location</b></h4><div>
New York,New York,United States</div></div><div><h4 class="jobSectionHeader"><b>
Role Location Designation</b></h4><div>
Hybrid - 3 days per week</div></div></div></div><p></p><div><div><div><div><p><b><br>
Location Designation:</b> Hybrid - 3 days per week</p><p></p><div><br>
We are seeking a highly motivated and analytical Product Analyst to join the Product Management Group at New York Life Investments (NYLIM). Based in our New York City headquarters, you will help drive the positioning, growth, and retention of our mutual funds, ETFs, and SMA products across retail and intermediary distribution channels.</div><div></div><div><br>
As a Product Analyst, you will collaborate closely with product managers and cross-functional teams to support a wide range of investment, marketing, and sales initiatives. This role offers exposure to investment strategy, product positioning, and data-driven decision making.</div><div><br>
</div><div><b>What You'll Do:</b></div><div></div><ul><li><b><br>
Market Intelligence and Competitive Analysis:</b></li></ul><ul><li>
Contribute to all aspects of product management across the retail product line, with an emphasis on positioning and differentiating our offerings relative to leading peers.
</li><li>Conduct and deliver insightful market and peer analysis to support marketing and sales efforts.
</li></ul><ul><li><b>Product Strategy and Support:</b><ul><li>
Partner with product managers to develop and execute product strategies across the retail product suite.</li><li>
Collaborate with product managers to produce timely product updates, including performance analysis, commentary, and positioning narratives.</li><li>
Conduct ad-hoc data analysis to support business development initiatives and strategic projects.</li></ul></li><li><b>
Sales Enablement and Communications:</b><ul><li>
Respond to product-related inquiries from internal and external stakeholders, including sales teams and business partners.</li><li>
Collaborate with Marketing to develop, enhance, and maintain compelling product materials, presentations, and client-facing content.
</li></ul></li><li><b>Analytics and Reporting:</b><ul><li>
Leverage data platforms (e.g., Bloomberg, Morningstar, FactSet) to generate product-level analytics.</li><li>
Develop and maintain reports tracking investment performance, fund flows, and competitive positioning.</li></ul></li></ul><div></div><div><b><br>
What You'll Bring:</b></div><ul><li>
Bachelor&rsquo;s degree or equivalent business experience required; MBA, and/or industry designations (CFA&reg;, CFP&reg;, CIMA&reg;) a plus.</li><li>
Minimum 3 years of experience in the financial services industry.</li><li>
Strong understanding of financial markets and investment vehicles, including equities, fixed income, and alternatives.</li><li>
Proven analytical, problem-solving, and interpersonal skills with meticulous attention to detail.</li><li>
Excellent written and verbal communication skills.</li><li>
Demonstrated ability to manage multiple projects and deliver high-quality work under tight deadline.</li><li>
Proficiency in Excel, PowerPoint, and data platforms like Bloomberg, Morningstar, FactSet, etc.</li></ul><div>
#LI-AM1</div><p><br>
</p><p><b>Pay Transparency</b></p><p>
Salary Range: $100,000-$130,000</p><p>
Overtime eligible: Exempt</p><p>
Discretionary bonus eligible: Yes</p><p>
Sales bonus eligible: No</p><p>
Actual base salary will be determined based on several factors but not limited to individual&rsquo;s experience, skills, qualifications, and job location. Additionally, employees are eligible for an annual discretionary bonus. In addition to base salary, employees may also be eligible to participate in an incentive program.</p><p></p><div><p><b><br>
Company Overview</b></p></div><div><p>
At New York Life, our 180-year legacy of purpose and integrity fuels our future. As we evolve into a more technology-, data-, and AI-enabled organization, we remain grounded in the values that drive lasting impact.</p></div><div><p>
Our diverse business portfolio creates opportunities to make a difference across industries and communities&mdash;inviting bold thinking, collaborative problem-solving, and purpose-driven innovation. Here, you&rsquo;ll find the rare balance of long-standing stability and forward momentum, supported by an inclusive team that honors tradition while embracing progress.</p></div><div><p>
As a Fortune 100 mutual company, we offer a place to grow your skills, contribute to meaningful work, and deliver solutions that matter. Your ideas drive what&rsquo;s next, and your growth powers it.</p></div><p></p><p><b><br>
Our Benefits</b></p><p>
We provide a full package of benefits for employees &ndash; and have unique offerings for a modern workforce, including leave programs, adoption assistance, and student loan repayment programs. Based on feedback from our employees, we continue to refine and add benefits to our offering, so that you can flourish both inside and outside of work.<b> </b>Click here<b> </b>to discover more about our comprehensive benefit options or visit our NYL Benefits Site.</p><p><br>
</p><p><b>Our Commitment to Inclusion</b><br>
At New York Life, fostering an inclusive workplace is fundamental to who we are and how we serve our communities. We have a longstanding commitment to creating an environment where individuals can contribute their best and succeed together. This foundation is rooted in our core values of humanity and integrity, ensuring that every employee feels valued and supported. By embracing a broad range of perspectives and experiences, we achieve greater success and fulfill our promise of providing financial security and peace of mind to families across all communities. Click here to learn more about New York Life&rsquo;s leadership in this space.
</p><p>Recognized as one of <i>Fortune&rsquo;s</i> World&rsquo;s Most Admired Companies, New York Life is committed to improving local communities through a culture of employee giving and volunteerism, supported by the Foundation. We're proud that due to our mutuality, we operate in the best interests of our policy owners. To learn more about career opportunities at New York Life, please visit the Careers page of www.NewYorkLife.com.</p><p>
Visit our LinkedIn to see how our employees and agents are leading the industry and impacting communities.</p><p>
Visit our Newsroom to learn more about how our company is constantly evolving to meet our clients' and employees&rsquo; needs.</p><p></p><p><br>
Job Requisition ID: 93109</p></div></div></div></div></div>

Senior Associate, Product Analyst

Fidelity Investments

Job Description: <p><strong>The Role</strong> </p> <p>As an Alternatives Private Equity/ Real Assets Product/Squad Lead, you will blend private equity/ real assets expertise with a passion for delivering results and driving scale and efficiency across the Fidelity Fund Investment Operations (FFIO) organization. In an agile format and structure, you will partner with other leaders to influence the broader strategic decisions and roadmaps, set the mission, and bring the squad together to execute specific results. Ensuring respective products or services are available, stable, and meet alternatives market standards. You will ensure alignment on the "what" and "when" of the work performed by the squad through ongoing planning and prioritization, to enable the squad to work iteratively, innovate when appropriate, celebrate successes, and learn from failures. </p> <p>You will provide critical alternatives subject matter expertise and context to accelerate the product roadmap and target state operating model. You will also be committed to maintaining and developing your own expertise and knowledge in private equity/ real assets to ensure you bring the latest thinking to your role. </p> <p>You will work in partnership with the Alternatives Product Area Leader, other product area leads, other agile squads, chapter leaders, and your key stakeholders to define the highest priority work. While promoting agile and demonstrating the Fidelity leadership principles, you will promote and sustain an innovative agile culture. </p> <ul><li><p>Defining, refining, and communicating the team's mission to squad members and business partners to empower and rally support </p></li></ul> <ul><li><p>Anticipating, discovering, and prioritizing client / partner needs to serve as the voice of the clients and guide execution of the squad </p></li></ul> <ul><li><p>Measuring performance through established critical metrics and deliver agreed upon business, technology, and people results </p></li></ul> <ul><li><p>Inspecting and evaluating progress, and removing impediments for your squad </p></li></ul> <ul><li><p>Defining, presenting, and evaluating results against agreed acceptance criteria </p></li></ul> <ul><li><p>Making informed trade-off decisions to strike the right balance between quality, cost, and timelines </p></li></ul> <p><strong>The Expertise and Skills You Bring</strong> </p> <ul><li><p>6+ years' experience preferred including <strong>alternatives</strong><strong> products</strong> servicing with an asset manager, fund administration firm or custodian. </p></li></ul> <ul><li><p>Bachelor's Degree or equivalent experience. </p></li></ul> <ul><li><p><strong>Advanced knowledge of broad and deep operations of private equity/ real assets products including privately held equity holdings, real estate and infrastructure holdings as well as private markets fund of funds holdings as well as fund structures associated with these segments. </strong></p></li></ul> <ul><li><p>Strong written and verbal communications skills. You will be able to absorb complex information and present it in a clear, digestible way to multiple audiences. Grasp sophisticated product features and break them into clear and concise stories with well-defined business value and acceptance criteria </p></li></ul> <ul><li><p>CAIA and /or CFA is a plus. </p></li></ul> <ul><li><p>Agile and Jira experience preferred</p></li></ul> <p><strong>Note: Fidelity will not provide immigration sponsorship for this position. </strong></p> <p><strong>The Team</strong> </p> <p>The Director, Alternatives Private Equity/ Real Assets Product/Squad Lead will join a team of 50 customer obsessed fund and investment operations leaders. We strive to create innovative implementation and portfolio transition solutions for our business partners that result in positive outcomes for Fidelity investment products and clients. We are part of Fidelity Fund and Investment Operations (FFIO), and collaborate with investment operations, trading, compliance, legal, and oversight teams across all Fidelity asset management divisions to bring new products and services to our customers. We foster a culture of quality while embracing pace over perfection when implementing new investment products and capabilities across the Fidelity ecosystem. Global Product Solutions teams view investment and operations challenges as opportunities and enjoy designing client on-boarding and transition strategies that minimize portfolio disruption and transactions costs while improving the customer experience. </p> <p>This role is in the Alternatives group within Global Product Solutions (GPS). GPS is a central service team focused on intaking new product requirements from Asset Management to help expand FFIO's capabilities and to accelerate operational readiness for new products and requirements. The role will interact with many groups within the Fidelity organization and effectively represents the business to customers and business partners. </p><p><strong></strong></p><p><strong></strong></p> The base salary range for this position is $110,000-222,000 USD per year. <p>Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors.</p><p>Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. </p><p>We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.</p><p>Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p><p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p> Certifications: Category: Product Management

Product Lead, Alternatives Private Equity and Real Assets

Explore 378+ Asset wealth management private wealth management managed strategies portfolio manager trader analyst new york in New York this January. Find roles across top companies and apply now to boost your career.