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architecture lead analyst - vice president Jobs in New York

investment analyst

Standard Solar Inc

<div>Job Summary
This position is primarily responsible for developing, implementing, and presenting the quantitative and qualitative financial analysis that enables transaction pricing and financial return evaluation of capital investments in solar PV and storage. As an integral part of the development team, this role utilizes financial modeling expertise and experience in project finance to determine the optimal valuation to meet our customer&rsquo;s needs and maximize return on capital. The role will also involve an understanding of debt and tax equity financial structuring; prior experience in these areas is a strong plus.
This position balances sound internal communication to act as a liaison for Business Development, supporting new and ongoing distributed generation projects. An effective candidate will demonstrate attention to detail, superior organization, enthusiastic initiative, and an excellent ability to navigate financial modeling, tax equity, and debt structures.
Necessary Skills<ul><li>Modeling experience in solar acquisitions and/or project finance, including an understanding of project revenue profiles and key value drivers</li><li>Collaborator, facilitator, and ability to work with a diverse set of team members</li><li>Excellent communication in both verbal and written formats</li><li>Integration of macro and micro-variables into financial analysis and modeling to lead to the development of new opportunities that support business growth</li><li>Familiarity with distributed generation assets and community solar</li></ul>
Job Responsibilities<ul><li>Operate complex financial models to determine optimal valuation to meet customers&rsquo; needs and maximize return on capital</li><li>Understanding of tax equity and debt structures used in financial modeling</li><li>Responsible for developing, implementing, and presenting the quantitative and qualitative financial analysis that enables transaction pricing and financial return evaluation of capital investments in solar PV and storage</li><li>Support external conversations (developers, sellers, etc.)</li><li>Coordinate and collaborate internally with Engineering, Pre-Con, Structured Finance, and Legal</li><li>Able to identify key risks early on, flag them internally, and work through potential mitigation strategies</li><li>Manage financial model iterations as projects mature</li><li>Prepare and maintain financial quotes and proformas</li><li>Liaison for Business Development, supporting projects prior to external release</li><li>Maintain and update SSI&rsquo;s quote template</li><li>Continuous improvement in model functionality and efficiency</li><li>Create financial models used in Investment Committee preparation, gathering key project information, contractual agreements, and risk profiles</li><li>Prepare Investment Committee decks</li><li>Prepare spend schedules, fund structure timing, and long-term cash proformas</li><li>Prepare construction budgets during board approval and at hand-off</li><li>Help train and mentor analysts</li></ul>
Qualifications<ul><li>3+ years of experience, which must include renewable energy or finance, with specific experience in distributed and community solar a strong plus</li><li>Bachelor&rsquo;s degree, concentration in energy, finance, economics, or related</li><li>Strong work ethic and ability to self-start in a fast-paced environment</li><li>Results driven and solutions oriented</li><li>Confidence to take initiative to figure it out, but also to ask questions when there are roadblocks</li><li>Strong organization, communication skills and precise attention to detail</li><li>Flexibility to tackle emerging work as needed</li><li>Strong interest to develop a career in the solar industry</li><li>Superior Microsoft Excel modeling skills required for development/maintenance of financial models</li><li>Ability to consume large amounts of data and detailed information within a fixed time frame and identify and communicate the key points to support an analysis or result</li></ul>
Position Interfaces With<ul><li>Business Development, Engineering, Pre-Construction and Structured Finance teams</li><li>Reports to the Director of Investments</li></ul></div>

Investment Senior Analyst

Cerberus Capital Management

<div>
 
 Founded in 1992, Cerberus is a global leader in alternative investments with approximately $70 billion in assets across complementary credit, private equity, and real estate strategies. We invest across the capital structure where our integrated investment platforms and proprietary operating capabilities create an edge to improve performance and drive long-term value. Our tenured teams have experience working collaboratively across asset classes, sectors, and geographies to seek strong risk-adjusted returns for our investors. For more information about our people and platforms, visit us at www.cerberus.com.
 
 
 
 
 
 
 Job Purpose:
 
 
 
 Cerberus Capital Management (CCM) is launching a Strategic Research Initiatives Program and is looking for AI-Enabled Research Analysts to join a firmwide effort to help drive the use of AI in investment and strategy formation processes. This team will spend time across Cerberus&rsquo; core strategies (private equity, credit, real assets, venture capital) to identify where and how the organization could implement new, AI-optimized workflows. By actively working with investment professionals, the team will uncover areas for improvement, then work with technology teams to define and build new products and processes across the investment lifecycle. This role offers a firm-wide perspective on how AI and emerging technologies can drive value across the alternative asset investment landscape.
 
 
 
 
 
 
 Responsibilities:
 
 
 
 &bull; Build broad awareness of the &ldquo;state of the art&rdquo; in foundation models and AI tooling.
 
 
 &bull; Attend and debrief on industry events and conferences alongside the firm&rsquo;s technology leadership.
 
 
 &bull; Support and manage investment research, which may include building and structuring datasets that improve decision-making and support the development of updated operational workflows.
 
 
 &bull; Work directly with investment and technology teams across Cerberus to understand their workflows and help drive adoption of scalable, modern, best-in-class technology.
 
 
 &bull; Communicate clearly (both in writing and verbally) decisions around AI usage, products, and data frameworks to technical and non-technical constituents.
 
 
 &bull; Participate in a two-week immersive onboarding program in our New York office, gaining firmwide exposure to Cerberus&rsquo; investment strategies, senior leadership, and cross-functional collaboration with the firm&rsquo;s technology and data teams.
 
 
 
 
 
 
 Requirements:
 
 
 
 &bull; Bachelor&rsquo;s and/or master&rsquo;s degree in AI, computer science, machine learning, math, economics, or related field.
 
 
 &bull; Deep technical understanding of state-of-the-art foundation models and benchmarks, training and inference infrastructure, model deployment, and data curation tools.
 
 
 &bull; A genuine interest in finance and capital markets &ndash; experience in a technical role at a startup, financial firm, or technology company is a plus, but not required.
 
 
 &bull; Ability (or deep curiosity / willingness) to understand investment process and workflow, and build implement technical solutions.
 
 
 &bull; Deep research abilities, focused on synthesizing complex information, and forming a clear, defensible point of view.
 
 
 &bull; Exceptional written and verbal communication skills, with the ability to translate highly technical concepts for a senior audience.
 
 
 &bull; Comfort operating in a collaborative, high-intensity environment.
 
 
 &bull; A desire to work as part of a new cohort, doing innovative work at the intersection of technology and finance.
 
</div>

AI-Enabled Investment Research Analyst

<div>JLL empowers you to shape a brighter way.
Our people at JLL are shaping the future of real estate for a better world by combining world class services, advisory and technology for our clients. We are committed to hiring the best, most talented people and empowering them to thrive, grow meaningful careers and to find a place where they belong. Whether you&rsquo;ve got deep experience in commercial real estate, skilled trades or technology, or you&rsquo;re looking to apply your relevant experience to a new industry, join our team as we help shape a brighter way forward.
JLL is currently seeking an Analyst to join our team and support our renewable energy and energy transition investment banking practice in the Americas. This role provides an excellent opportunity for immediate exposure to investment banking transactions and allows you to collaborate with experienced professionals in the renewable energy and low-carbon sectors.
About the Role:<ul><li>The Analyst will work as part of deal teams advising on investment banking transactions within the renewable energy and energy transition space</li><li>Responsibilities include assisting in the creation of marketing materials, client presentations, financial models, investment due diligence, industry studies, capital markets analyses, and other workstreams, while gaining valuable experience in client and investor interactions</li><li>Beyond transactional work, the Analyst will participate in building the business and shaping JLL's strategies. This may involve engaging in research initiatives aligned with your interests in climate finance</li><li>The Analyst will have the opportunity to contribute to new business development efforts under the mentorship of JLL's senior leadership</li><li>Upon joining JLL, Analysts are provided with a clear career development plan, along with regular check-ins and performance reviews. JLL has a long track-record of internal promotion and strongly believes in investing in our team and maintaining a healthy work-life balance for everyone</li><li>Analyst base salaries and end-of-year bonuses are competitive with elite boutique and bulge-bracket investment banks</li></ul> 

Candidate Criteria:
<ul><li>Minimum GPA of 3.5</li><li>Demonstrated interest in the renewable energy industry and environmental finance is crucial</li><li>1-3 years relevant work experience, with a preference for candidates with experience in renewable energy finance or investment</li><li>Strong financial modeling, presentation and writing capabilities required</li><li>JLL will also consider candidates with professional experience in investment banking, principal investing, project finance or the finance group of an energy or power-related company</li><li>Strong financial modeling, accounting, excel and PowerPoint skills</li><li>Entrepreneurial drive and preference to work in a culture with substantial client exposure</li><li>Intellectual curiosity and a desire for career progression</li><li>The position is based in New York City with occasional travel requirements</li></ul>
This position does not provide visa sponsorship. Candidates must be authorized to work in the United States without sponsorship.
Estimated compensation for this position:
110,000.00 &ndash; 120,000.00 USD per year
This range is an estimate and actual compensation may differ. Final compensation packages are determined by various considerations including but not limited to candidate qualifications, location, market conditions, and internal considerations.
Location:
On-site &ndash;New York, NY
Job Tags:
CMG
If this job description resonates with you, we encourage you to apply, even if you don&rsquo;t meet all the requirements. We&rsquo;re interested in getting to know you and what you bring to the table! 
Personalized benefits that support personal well-being and growth:
JLL recognizes the impact that the workplace can have on your wellness, so we offer a supportive culture and comprehensive benefits package that prioritizes mental, physical and emotional health. Some of these benefits may include:<ul><li>
401(k) plan with matching company contributions</li><li>
Comprehensive Medical, Dental &amp; Vision Care</li><li>
Paid parental leave at 100% of salary</li><li>
Paid Time Off and Company Holidays</li><li>
Early access to earned wages through Daily Pay</li></ul>
At JLL, we harness the power of artificial intelligence (AI) to efficiently accelerate meaningful connections between candidates and opportunities. Using AI capabilities, we analyze your application for relevant skills, experiences, and qualifications to generate valuable insights about how your unique profile aligns with the specific requirements of the role you're pursuing.
JLL Privacy Notice
Jones Lang LaSalle (JLL), together with its subsidiaries and affiliates, is a leading global provider of real estate and investment management services. We take our responsibility to protect the personal information provided to us seriously. Generally the personal information we collect from you are for the purposes of processing in connection with JLL&rsquo;s recruitment process. We endeavour to keep your personal information secure with appropriate level of security and keep for as long as we need it for legitimate business or legal reasons. We will then delete it safely and securely.
For more information about how JLL processes your personal data, please view our Candidate Privacy Statement.
For additional details please see our career site pages for each country.
For candidates in the United States, please see a full copy of our Equal Employment Opportunity policy here.
Jones Lang LaSalle (&ldquo;JLL&rdquo;) is an Equal Opportunity Employer and is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process &ndash; including the online application and/or overall selection process &ndash; you may email us at HRSCLeaves@jll.com. This email is only to request an accommodation. Please direct any other general recruiting inquiries to our Contact Us page &gt; I want to work for JLL.
Pursuant to the Arizona Civil Rights Act, criminal convictions are not an absolute bar to employment.
Pursuant to Illinois Law, applicants are not obligated to disclose sealed or expunged records of conviction or arrest.
Pursuant to Columbia, SC ordinance, this position is subject to a background check for any convictions directly related to its duties and responsibilities. Only job-related convictions will be considered and will not automatically disqualify the candidate.
California Residents only
If you are a California resident as defined in the California Consumer Privacy Act (CCPA) please view our Supplemental Privacy Statement which describes your rights and disclosures about your personal information. If you are viewing this on a mobile device you may want to view the CCPA version on a larger device.
Pursuant to the Los Angeles Fair Chance Initiative for Hiring Ordinance, JLL will consider for employment all qualified Applicants, including those with Criminal Histories, in a manner consistent with the requirements of applicable state and local laws, including the City of Los Angeles&rsquo; Fair Chance Initiative for Hiring Ordinance.
Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.
Accepting applications on an ongoing basis until candidate identified.</div>

Investment Banking Analyst, Energy and Infrastructure

Moelis & Company

<div>
 
 We are passionate about our business and our culture, and are seeking individuals with that same drive.
 
 
 
 
 Your application will not be considered if you have not completed the Suited assessment and shared your score with Moelis. Additional information about the assessment below. This is a requirement for the application process.
 
 
 
 Moelis has partnered with the screening platform Suited to help us better understand our applicants. Suited uses assessments to holistically and objectively understand what makes you unique. In addition to your academic background and experience, the traits and competencies captured by these assessments are predictive of on-the-job success, while reducing bias in the screening process.
 
 
 Complete the
 
 Suited assessment here.
 
 
 
 To learn more about the assessments, please visit: Resource Guide for Investment Banking Candidates
 
 
 
 Overview
 
 
 
 Moelis Private Capital Advisory (&ldquo;PCA&rdquo;) is a global business that provides strategic advisory and distribution to private fund sponsors including primary fundraising, tailored capital raise solutions, and secondary market advisory. Combined with the Firm&rsquo;s leading financial sponsor franchise, sector expertise and M&amp;A capabilities, PCA delivers a range of strategic, customized solutions to clients across a wide range of strategies, including buyout, growth, real assets, special situations and sector specific strategies. The Secondary Advisory team at Moelis &amp; Company is global team focused on advising financial sponsors and institutional investors on a wide range of strategic liquidity solutions across the private capital universe. The team works closely with industry and product groups across Moelis to provide relevant market insight, structuring advice, and best-in-class execution to clients. As a member of the team, successful candidates will be responsible for providing advisory, structuring, and execution services to clients with investments across the private capital universe.
 
 
 
 Position Description
 
 
 :
 
 
 
 The Analyst position at Moelis offers exposure to all aspects of the GP-led secondary market including single- and multi-asset continuation vehicles, tender offers, structured preferred equity solutions, and NAV loans, GP stake sales, and various other financing solutions for sponsors and their portfolio companies. The Analyst will work closely with professionals throughout the firm to deliver high quality advice to clients.
 
 
 
 Responsibilities include:
 
 
 
 <ul>
 <li>
 Perform company- and fund-level due diligence, prepare marketing materials (CIMs, Teasers, etc.) and other transaction-related documentation
 </li>
 <li>
 Financial analysis and modeling including LBOs, continuation fund models, waterfalls
 </li>
 <li>
 Assist in managing buy-side investor outreach and due diligence (e.g., sponsor team meetings, management team meetings, on-site diligence visits)
 </li>
 <li>
 Contribution in preparing responses to due diligence requests from potential secondary investors
 </li>
 <li>
 Communicate and collaborate regularly with Moelis&rsquo; industry and financial sponsor coverage team members
 </li>
 <li>
 Maintain databases of secondary market transactions, buy-side investors (profiles, strategies, investment preferences), broader market data to assist with marketing materials
 </li>
 <li>
 Communicate regularly with buy-side investors (secondary investors, family offices, SWFs, insurance firms, FoFs, asset managers, etc.)
 </li>
 <li>
 Conduct secondary market research including identifying trends in the alternatives investment industries
 </li>
 <li>
 Conducting ad hoc industry research
 
 
 </li>
 </ul>
 
 Qualifications
 
 
 :
 
 
 
 Candidates for the Analyst position should exhibit a strong history of academic achievement as well as possess the following attributes:
 
 
 <ul>
 <li>
 Minimum of 1-2 years post-college financial services experience (investment banking, private equity, consulting, transaction services, etc.)
 </li>
 <li>
 Undergraduate degree; focus in finance, business, accounting, economics, mathematics is preferred
 </li>
 <li>
 Understanding of the private equity and secondaries industry
 </li>
 <li>
 Knowledge of basic accounting and financial concepts; ability to analyze and value businesses
 </li>
 <li>
 A drive for results, and ability to perform well under pressure and against tight deadlines
 </li>
 <li>
 Team player mentality, and ability to effectively interact with a wide variety of internal groups and clients
 </li>
 <li>
 Strong multi-tasking skills
 </li>
 <li>
 Excellent analytical and presentation skills
 </li>
 <li>
 Exceptional Microsoft Office suite (Excel a must) and financial reporting skills
 
 
 </li>
 </ul>
 
 We are an Equal Opportunity Employer. Applicants are considered for employment opportunities without regard to race, age,
 
 
 religion, color, sex (including pregnancy
 
 
 and gender identity), parental status, national origin, marital status, veteran status, sexual orientation, political affiliation, citizenship status, genetic information (including family medical history), disability (in compliance with the Americans with Disabilities Act and any other applicable law), or any other characteristic or status protected under any applicable US, state or other law.
 
 
 This policy applies to all terms and conditions of employment, including recruitment and hiring, appraisal systems, promotions, and training.
 
</div>

Investment Banking Analyst, Private Capital Advisory - New York

Metis Search

<div>
 
 Our Client a boutique macro hedge fund focused on delivering consistent, risk-adjusted returns through innovative investment strategies and advanced technology. Their commitment to transparency and excellence sets us apart in the industry, and we are seeking a dynamic asset raiser to join their team.
 
 
 Position Overview: As the Analyst of Investor Relations, you will play a critical role in building and maintaining relationships with their investors, communicating their investment strategies, and enhancing their brand within the financial community. You will work closely with senior management to develop and execute an investor relations strategy that aligns with their firm&rsquo;s goals and values.
 
 
 
 
 
 Key Responsibilities:
 
 <ul>
 <li>
 Develop and implement a comprehensive investor relations strategy to effectively communicate our investment philosophy, performance, and market insights.
 </li>
 <li>
 Manage relationships with existing investors and cultivate new investor relationships through targeted outreach and engagement.
 </li>
 <li>
 Prepare and present regular performance reports, market updates, and investment strategy insights to investors and potential clients.
 </li>
 <li>
 Collaborate with the marketing and communications teams to create compelling materials, including pitch books, presentations, and updates.
 </li>
 <li>
 Organize and coordinate investor meetings, roadshows, and conferences, ensuring a high level of professionalism and preparation.
 </li>
 <li>
 Monitor industry trends and competitor activity to inform investor relations strategies and maintain a competitive edge.
 </li>
 <li>
 Act as a key spokesperson for the firm, representing our client at industry events and forums.
 </li>
 </ul>
 
 
 
 
 Qualifications:
 
 <ul>
 <li>
 Bachelor&rsquo;s degree in Finance, Business, or a related field; MBA or CFA designation is a plus.
 </li>
 <li>
 1-5 years of experience in investor relations, finance, or a related role, preferably within the hedge fund or asset management industry.
 </li>
 <li>
 Strong understanding of multi-strategy trading strategies and the hedge fund landscape.
 </li>
 <li>
 Excellent communication and interpersonal skills, with the ability to engage effectively with institutional investors.
 </li>
 <li>
 Proven track record of building and maintaining investor relationships.
 </li>
 <li>
 Highly analytical, with strong financial modeling and presentation skills.
 </li>
 <li>
 Ability to work in a fast-paced environment and manage multiple priorities.
 </li>
 </ul>
 
 
</div>

Analyst - Investor Relations | Macro Hedge Fund

Bank of America

<div>Job Description:
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. 
 
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates&rsquo; physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. 
 
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. 
 
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! 
Job Description: 
This job is responsible for providing in-depth knowledge of investment solutions to internal partners including financial advisors. Key responsibilities include sourcing and analyzing investments, monitoring existing fund investments, writing detailed investment memos and commentaries and presenting findings to committees as an individual or team. Job expectations include strong analytical skills with the ability to synthesize information through a quantitative and qualitative lenses, and strong understanding of financial markets.
The senior private credit fund analyst should have experience leading investment due-diligence across drawdown, private BDC's and interval funds, all focused on the broad private credit asset class.
Responsibilities:<ul><li>
Educates internal partners including financial advisors on investment solutions using in-depth knowledge</li><li>
Thinks strategically and can analyze investment options and relay to clients in understandable manner</li><li>
Utilizes strong communication skills both verbal and written</li><li>
Manages relationships with internal parties as well as external vendors</li><li>
Operates with the ability to detect, compare, and correct errors by checking the data for accuracy and consistency</li><li>
Works with more senior leaders and executives utilizing strong executive presence and ability to lead meetings</li><li>
Leads investment due-diligence or new funds</li><li>
Interacts with financial advisors and clients explaining merits and risk of the fund and private credit space</li><li>
Attends annual meetings and conducts on-site meetings</li></ul>
Required Qualifications:<ul><li>
8+ yrs private markets fund investment due-diligence experience with a preference for candidates who have focused specifically on private credit fund analysis.</li><li>
Proficiency with Excel, Pitchbook, Preqin and Cambridge data for modeling purposes.</li><li>
Series 7 and Series 66 (or Series 63 &amp; 65) required, or ability to obtain within 120 days of hire.</li></ul>
Desired Qualifications:<ul><li>
Bachelor&rsquo;s or Master&rsquo;s degree</li></ul>
Skills:<ul><li>
Analytical Thinking</li><li>
Attention to Detail</li><li>
Causation Analysis</li><li>
Presentation Skills</li><li>
Research</li><li>
Critical Thinking</li><li>
Data Governance</li><li>
Decision Making</li><li>
Oral Communications</li><li>
Written Communications</li><li>
Active Listening</li><li>
Data Quality Management</li><li>
External Resource Management</li><li>
Trading and Investment Analysis</li><li>
Vendor Management</li></ul>
Internal employees who are currently working from home are still eligible to apply. However, if selected for the role, you may be required to work onsite in accordance with the workplace excellence policy.
Shift:
1st shift (United States of America)
Hours Per Week:
40</div>

Senior Private Credit Fund 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.
 
 
 
 
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Portfolio Analyst

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