2026 equity research summer analyst new york, ny

research assistant

(usa) data analyst ii

2026 equity research summer analyst new york, ny Jobs in New York

account coordinator

accounting specialist

investment analyst

D. E. Shaw & Co. - Investment Firm

Various
 New York
 
Join our D. E. Shaw Credit Opportunities team in New York. The D. E. Shaw group seeks talented analysts to join its Credit Opportunities (“CROP”) group as an integral member of the team which invests in event-driven credit and credit-informed special situations across all industries. The CROP group offers a collegial and engaging work environment, the chance to collaborate with an innovative team, and substantial growth opportunities.
 
What you’ll do day-to-day
 
Research economic issues and present research results in reports, tables, and charts.
 Conduct differentiated, bottoms-up fundamental economic analyses of companies, business models, relevant industry metrics, and industries.
 Prepare written technical reports for management to help them understand how the economy will affect companies and industries.
 Formulate recommendations, policies, and plans to solve economic problems.
 Conduct surveys and collect data by participating in quarterly earnings calls and monitoring material news events related to stressed and distressed companies.
 Collect data by attending industry conferences and management meetings, identifying and analyzing relevant industry metrics, and evaluating new coverage.
 Analyze data using mathematical models and statistical techniques, including building and using financial models, benchmarking, and other analytical tools, to explain economic phenomena and forecast trends in relevant sectors.
 Interpret and forecast market trends in the credit space and review present and historical trends, SEC filings, transcripts, presentations, company materials, government and industry publications, and other sources of data.
 
Who we’re looking for
 A bachelor’s degree in economics, finance, or a related field of study.
 Two years of experience in the following: corporate financial modeling, including credit-focused cashflow projections with integrated cashflow, liquidity, and covenant analysis; modeling debt schedules; pro forma models for M&A, refinancings, recaps, spin-offs, and liability management; valuation and scenario analysis, including liquidation waterfall analysis, credit instrument expected return analysis, and credit relative value analysis; building models in Excel; using CapitalIQ and FactSet to analyze investment opportunities; programming and working with APIs; and leveraging third-party data sets to predict business KPIs and outcomes.
 As is customary for the employer, applicants who pass initial screening will be required to complete and pass a technical screening, involving a case study, which tests for financial literacy, data analysis, analytical skills, and commercial judgment.
 The annual base salary for this position is $275,000.00 - $300,000.00. Our compensation and benefits package includes variable compensation in the form of a year-end bonus, guaranteed in the first year of hire, and benefits including medical and prescription drug coverage, 401k contribution matching, wellness reimbursement, family building benefits, and a charitable gift match program.
 Please email your resume and cover letter to recruitment-nyc@world.deshaw.com and reference 2026-5915 CWA in the subject or body of your email.
 
The D. E. Shaw group is an equal opportunity employer.
 
The applicable annual base salary or hourly rate paid to a successful applicant will be determined based on multiple factors, including without limitation the nature and extent of prior experience and educational background.
 
European Union (EU), United Kingdom (UK), California, Hong Kong, Singapore, or Shanghai candidates should refer to the corresponding linked privacy notice.
 
The D. E. Shaw group may collect, use, hold, transfer, and process candidates’ resumes and associated information (including personal information contained therein) for purposes reasonably related to their application, including without limitation: review and management of employment applications and supporting materials; administration and management of offers to and communication with candidates; and administration, management, and improvement of the recruiting operations of the D. E. Shaw group; and/or where reasonably required in connection with a proposed sale, spin-out, reorganization, or outsourcing of all or some of the business of the D. E. Shaw group. The D. E. Shaw group will not use such information for purposes unrelated to the foregoing, such as direct marketing of third-party products to candidates, without candidate consent. As used herein, the term “personal information” is meant to broadly describe information identifying or relating to a specific individual; it is intended to encompass “personal data,” “sensitive personal data,” and “personally identifiable information” and similar terms, as those terms are defined by law in the jurisdictions in which the D. E. Shaw group operates.
 
The D. E. Shaw group may transfer such personal information within and outside the country and jurisdiction of the locations where the D. E. Shaw group maintains offices, to other D. E. Shaw group affiliates, to government and regulatory authorities, and to third parties which provide or may provide support and/or services to the D. E. Shaw group and for the purposes set forth above. The persons who may have access to this personal information are other employees of the D. E. Shaw group, in connection with the performance of their duties of employment, and the other parties listed above, in connection with the business of the D. E. Shaw group. (Of course, candidates will be considered for employment opportunities only in those countries in which they express interest.)
 
The D. E. Shaw group will use reasonable care to maintain the confidentiality of personal information (including appropriate technical measures against unauthorized or unlawful processing and against accidental loss or destruction of, or damage to, such information) and will retain such data as required by applicable law or regulation. Candidates have the right to request access to, and correction of, their personal information in accordance with applicable law; any such request should be submitted to recruiting-inquiries@deshaw.com. Candidates who have submitted a resume to the D. E. Shaw group and do not wish to proceed with their applications should email cvwithdraw@deshaw.com. Personal information of candidates who have been the subject of background checks may have been transferred in accordance with applicable regulations, and any concerns with such transfers should be submitted to backgroundcheck-inquiries@deshaw.com.
 
The D. E. Shaw group may retain candidates’ information for prospective recruiting activities, including sourcing candidates for employment opportunities and for organizing events with prospective candidates, in accordance with our internal data retention procedures. Candidates who do not agree to such future use should email recruiting-inquiries@deshaw.com.
 
Terms of Use

Investment Analyst, Credit Opportunities

Cerberus Capital Management

<div>
 
 
 About Cerberus:
 
 
 
 
 
 
 Founded in 1992, Cerberus is a global leader in alternative investing 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 Real Estate Capital Management is seeking an Analyst to join its North American Real Estate team in New York, NY. This is an exciting opportunity for a highly motivated, detail-oriented individual to join a dynamic team with a primary focus on opportunistic real estate transactions.
 
 
 
 
 
 As an Analyst, you will assist with asset management of the existing portfolio, fundraising &amp; investor management, and other internal reporting requirements. You will support the business through the creation and management of asset management materials, investor requests, and maintaining internal reports.
 
 
 
 
 
 The role requires good industry expertise and real estate knowledge, excellent attention to detail and strong communication skills. The successful candidate will work closely with multiple business areas, external parties, and other stakeholders to assist managing the portfolio.
 
 
 
 
 
 
 Responsibilities:
 
 
 
 
 
 
 
 Real Estate Asset Management / Acquisitions
 
 
 <ul>
 <li>
 Support ongoing asset management activities across a diversified portfolio of direct real estate investments spanning multiple asset types and geographies
 </li>
 <li>
 Assist in monitoring asset-level performance, including financial analysis, variance reporting, operating budget reviews, and leasing updates
 </li>
 <li>
 Coordinate with property managers, operating partners, and third-party advisors to ensure execution of business plans
 </li>
 <li>
 Prepare and maintain investment tracking materials, including hold/sell analyses, capital expenditure reviews, and disposition strategy updates
 </li>
 </ul>
 
 
 
 
 
 Fundraising &amp; Investor Management
 
 
 <ul>
 <li>
 Support LP communications, including investor updates and ad hoc investor inquiries
 </li>
 <li>
 Assist in the preparation of materials for existing and prospective limited partners, including DDQs, pitchbooks, and fund marketing materials
 </li>
 <li>
 Coordinate with the Investor Relations and Capital Formation teams to support ongoing fundraising initiatives for Cerberus Real Estate funds
 </li>
 </ul>
 
 
 
 
 
 Internal Reporting
 
 
 <ul>
 <li>
 Prepare and maintain internal investment committee materials and asset management reports
 </li>
 <li>
 Assist in the production of quarterly and annual portfolio-level reporting for senior management and fund stakeholders
 </li>
 <li>
 Maintain internal databases and tracking systems related to investment activity, asset performance, and fund metrics
 </li>
 </ul>
 
 
 
 
 
 Requirements:
 
 
 <ul>
 <li>
 Bachelor's degree from an accredited institution, with a preference for Finance, Economics, Real Estate or a related field
 </li>
 <li>
 Up to 2 years of relevant experience in real estate private equity, private funds investor relations, investment banking, asset management, capital markets or a related field
 </li>
 <li>
 Preference for real estate industry experience and familiarity with fund structures
 </li>
 <li>
 Highly proficient in Microsoft Excel and PowerPoint, Argus is a plus; proficiency with AI tools and emerging technology to drive efficiency and enhance deliverables such as CoPilot, Claude or Chat GPT
 </li>
 <li>
 Proven ability to conduct rigorous quantitative and qualitative analysis; strong attention to detail
 </li>
 <li>
 Excellent written and verbal communication skills; ability to synthesize complex information into clear, concise materials
 </li>
 <li>
 Collaborative, proactive, and able to manage multiple priorities in a fast-paced environment. Ability to develop relationships and build credibility with different stakeholders across the firm
 </li>
 <li>
 Strong Work Ethic: Self-starter with a willingness to learn and apply knowledge
 </li>
 <li>
 Genuine interest in real estate markets, private equity, and capital markets
 </li>
 </ul>
 
 
 
 
 
 
 
 The base salary for this position is expected to be between $85,000.00 and $100,000.00. The base salary offered to the chosen candidate will be commensurate with a candidate&rsquo;s relevant experience and other qualifications for the position, as determined by the Company in its sole discretion. In addition to base salary, this position is eligible for an annual discretionary bonus, which is often a meaningful portion of the compensation package, and a robust benefits package.
 
</div>

Real Estate Investment & Portfolio Analyst

Ventas, Inc.

<div>
 
 Job Description
 
 
 
 Ventas is a leading S&amp;P 500 company enabling exceptional environments that benefit a large and growing aging population. With an enterprise value exceeding $50 billion and a portfolio of more than 1,400 properties across North America and the United Kingdom, Ventas is a preeminent participant in the longevity economy. Its largest business is private-pay senior housing, which includes over 850 communities providing valuable care and services to more than 90,000 residents. The Ventas portfolio also includes outpatient medical buildings, research centers and healthcare facilities that attract strong institutional demand from the largest health systems, biomedical companies and universities and other research institutions in the world. Backed by strong financial performance and a collaborative culture, Ventas has the capital, capabilities and relationships to deliver superior value. The experienced Ventas team shares a commitment to each other and to the Company&rsquo;s mission of helping people live longer, healthier, happier lives.
 
 
 The Investments team identifies and executes high-quality opportunities that expand and strengthen the Ventas portfolio. The team combines financial insight and market intelligence to guide acquisition, disposition, and partnership decisions. This function fuels growth and helps position Ventas as a leader in the longevity economy.
 
 
 
 About The Role
 
 
 
 The Financial Analyst, Investments is a key contributor within the Ventas Investments group, supporting the underwriting, due diligence, approval, and closing of healthcare real estate transactions focused on senior housing. This lean, high‑performing deal team evaluates opportunities ranging from single‑asset investments to multi‑billion‑dollar portfolio transactions across senior housing, outpatient medical, life sciences, and other healthcare verticals. The Financial Analyst will work directly with investments team leadership, senior management and cross‑functional partners in a fast‑paced, analytical, and deadline‑driven environment. The successful candidates will be joining a very active investments platform, with Ventas having completed &gt; $4 billion in new investments since 4Q24. Key responsibilities include:
 
 
 <ul>
 <li>
 Build and maintain financial models to support acquisitions, joint ventures, developments, redevelopments, and debt investments.
 </li>
 <li>
 Lead valuation analyses and sensitization of key transaction assumptions and risk drivers.
 </li>
 <li>
 Assist in designing and structuring asset, portfolio, and entity-level transactions of varying complexity that achieve investment criteria and satisfy counterparty need
 </li>
 <li>
 Conduct detailed due diligence, including operator/tenant financial assessments, market analyses, and site visits.
 </li>
 <li>
 Synthesize findings and present underwriting conclusions to senior leadership.
 </li>
 <li>
 Partner with brokers, sellers, and investment bankers to refine assumptions and validate transaction data.
 </li>
 <li>
 Support Corporate Finance to ensure accurate integration of transaction economics into Ventas&rsquo;s financial projections.
 </li>
 <li>
 Prepare materials for executive approval, investment committee review, and closing processes.
 </li>
 <li>
 Collaborate with Asset Management to support a smooth integration of acquired assets post‑closing.
 
 
 </li>
 </ul>
 
 Qualifications
 
 
 
 <ul>
 <li>
 Bachelor&rsquo;s degree in Finance, Economics, or a related analytical field.
 </li>
 <li>
 1+ years of experience in financial analysis, commercial real estate, investment banking, private equity, corporate finance, or related analytical disciplines.
 </li>
 <li>
 Must be located in the Chicago, IL or New York, NY surrounding area or willing to relocate for the duration of employment.
 </li>
 <li>
 Willingness to adapt and thrive in a blended work environment with 3-days in office, seamlessly transitioning between remote work and in-office operations.
 </li>
 <li>
 Strong proficiency in Microsoft Excel and PowerPoint; experience with Argus, SQL, or financial modeling tools is a plus.
 </li>
 <li>
 Strong quantitative, communication, and problem‑solving skills.
 </li>
 <li>
 High sense of urgency, adaptability, and ability to manage multiple competing priorities.
 </li>
 <li>
 Must be legally authorized to work in the United States without need for employer sponsorship now or in the future
 
 
 </li>
 </ul>
 
 The estimated base salary range for this position is $100,000 &ndash; $130,000 per year. This range reflects a good-faith estimate of the base salary Ventas reasonably expects to pay at the time of posting. Actual base pay will be determined based on work location, skills, qualifications, relevant experience, and business needs.
 
 
 
 
 In addition to base salary, this role is eligible for discretionary incentive compensation and a comprehensive benefits package, which includes medical, dental, vision, retirement savings, paid time off, and other wellness benefits under applicable plan terms.
 
 
 
 Ventas, Inc. offers a competitive compensation and benefits package to the successful candidate.
 
 
 Ventas, Inc. is an Equal Opportunity Employer.
 
 
 Ventas, Inc. does not accept unsolicited resumes from staffing agencies, search firms or any third parties.
 
 
</div>

Financial Analyst, Investments

Blue Owl Capital

<div>
 Blue Owl (NYSE: OWL) is a leading asset manager that is redefining alternatives&reg;.
 
 
 With over $315 billion in assets under management as of March 31, 2026, 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 over 1,390 experienced professionals globally, Blue Owl brings the vision and discipline to create the exceptional. To learn more, visit www.blueowl.com
 
 
 Blue Owl Real Assets is looking for an Sr. Analyst / Associate / Senior Associate to Investments Team,
 
 
 focused on Portfolio Management. Our team is responsible for the Portfolio Management and strategy of
 
 
 all closed-end and open-ended funds within our Net Lease, Real Estate Finance Credit and Digital
 
 
 Infrastructure strategies, as well as ORENT and ODIT, our flagship non-traded REITs. In addition to day-today
 
 
 portfolio management responsibilities, our team also leads the execution of strategic transactions,
 
 
 including take-private acquisitions, capital markets transactions, and strategic sale of asset portfolios. The
 
 
 qualified Sr. Analyst / Associate / Senior Associate will be working with a highly collaborative team that is
 
 
 dynamic, entrepreneurial, and hard working. This is an opportunity to join our team in New York.
 
 
 
 DUTIES + RESPONSIBILITIES
 
 
 
 <ul>
 <li>
 Build and maintain the company&rsquo;s corporate model for multiple funds and the non-traded REIT.
 </li>
 <li>
 Create complex financial analyses in connection with ongoing business planning, new product
 
 
 </li>
 </ul>
 launches, and the execution of various strategic transactions.
 
 
 <ul>
 <li>
 Monitor trends in the public and private REIT markets and the bond and equity markets to formulate
 
 
 </li>
 </ul>
 competitive and financial strategies.
 
 
 <ul>
 <li>
 Assist with company liquidity, conduct on-going liquidity analysis, proactively plan for capital needs
 
 
 </li>
 </ul>
 (including capital calls and debt draws).
 
 
 <ul>
 <li>
 Assist in preparation of quantitative and qualitative analyses, and draft written board presentation
 
 
 </li>
 </ul>
 materials for our non-traded REIT.
 
 
 <ul>
 <li>
 Assist in developing and monitoring key business performance metrics, including return
 
 
 </li>
 </ul>
 calculations, operating results, and trends.
 
 
 <ul>
 <li>
 Assist with monthly and quarterly valuations processes and coordinate with consultants and
 
 
 </li>
 </ul>
 participate in valuation committee meetings.
 
 
 <ul>
 <li>
 Conduct ad hoc projects, such as researching companies, transactions, asset classes and market
 
 
 </li>
 </ul>
 events to inform senior management decision making.
 
 
 <ul>
 <li>
 Interface with asset managers, investment officers, accounting, tax and legal teams, commercial
 
 
 </li>
 </ul>
 banks, investment banks, rating agencies and consultants, etc.
 
 
 SKILLS + EXPERIENCE REQUIRED
 
 
 <ul>
 <li>
 2-3+ years of corporate finance, investment banking, and/or real estate consulting experience
 </li>
 <li>
 Strong demonstrated experience in corporate modeling and financial analysis with advanced
 
 
 </li>
 </ul>
 skills in Excel
 
 
 <ul>
 <li>
 Demonstrated strong critical thinking and analytical skills with the ability to quickly synthesize
 
 
 </li>
 </ul>
 information from multiple sources
 
 
 <ul>
 <li>
 Strong attention to detail with the ability to work in the details but also assess &ldquo;the bigger picture&rdquo;
 
 
 </li>
 </ul>
 and provide key takeaways and conclusions
 
 
 <ul>
 <li>
 Strong verbal, written communication, and interpersonal skills
 </li>
 <li>
 Strong presentation skills, including proficiency in MS PowerPoint
 </li>
 <li>
 Exceptional organizational and time-management skills, including an open, action-oriented
 
 
 </li>
 </ul>
 personality.
 
 
 <ul>
 <li>
 Flexible and able to thrive in an entrepreneurial, fast-paced, and proactive environment.
 </li>
 <li>
 Knowledge of REIT rules and tax implications, is a plus.
 
 
 </li>
 </ul>
 PERSONALITY ATTRIBUTES
 
 
 <ul>
 <li>
 Leading by Example: Demonstrating and fostering, by example, a sense of urgency, strong
 
 
 </li>
 </ul>
 commitment/accountability, and sound decision-making to achieve goals.
 
 
 <ul>
 <li>
 Business Acumen: Knowledge of the competitive landscape and current and emerging practices
 
 
 </li>
 </ul>
 within the industry. Public Real Estate / REITs experience is a plus
 
 
 <ul>
 <li>
 Vision and Purpose: Embracing and communicating Blue Owl and its goals while reflecting a
 
 
 </li>
 </ul>
 dedication to success that inspires and motivates. Strong work ethic, and tolerance to working
 
 
 under tight deadlines
 
 
 <ul>
 <li>
 Motivational and Inspirational: Energetic with a &ldquo;get-it done&rdquo; attitude while keeping the team
 
 
 </li>
 </ul>
 enthusiastic about the business and the goals set ahead. Encouraging and inspiring colleagues to
 
 
 stretch beyond what they thought they could accomplish.
 
 
 <ul>
 <li>
 Ethics and Values: Adhere to a code of conduct with a moral compass focused on the highest
 
 
 </li>
 </ul>
 level of integrity and ethics.
 
 
 
 EDUCATION
 
 
 
 <ul>
 <li>
 Bachelor&rsquo;s degree in related field
 
 
 </li>
 </ul>
 It is expected that the base annual salary range for this New York City-based position will be $100,000 to $125,000. Actual salaries may vary based on factors, such as 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>

Analyst/Associate, Portfolio Management, Real Assets (Investment Team)

Principal Financial Group

<div>What You'll Do:
<div>
The Senior Portfolio Analyst role within Principal Asset Allocation&rsquo;s (PAA) Portfolio Management team ($250 billion in assets) is responsible for the day-to-day research and implementation of open-architecture, multi-manager equity strategies. This role supports core-satellite strategies in portfolio construction and management decisions across six active equity strategies through quantitative research and analysis of approximately $20 billion in AUM.</div> 
What You&rsquo;ll Do<ul><li>
Lead research efforts focused on developing, enhancing, and maintaining systematic indicators to inform portfolio management decisions, including active-passive allocations, manager allocations, and portfolio construction across core-satellite portfolios</li><li>
Enhance active-passive implementation frameworks to determine the optimal use of active managers, passive exposures, and blended structures based on market conditions, macro trends, and asset class dynamics</li><li>
Design and maintain systematic risk mitigation signals, including mean reversion and stop-loss frameworks, to guide tactical positioning</li><li>
Build, maintain, and enhance quantitative models and analytical frameworks used for portfolio optimization, signal generation, scenario analysis, and performance attribution</li><li>
Monitor portfolio risk exposures, including sector, regional, factor, style, and macroeconomic risks, ensuring alignment with investment objectives and risk tolerances</li><li>
Conduct research on market structure, behavioral finance, factor dynamics, and systematic investment strategies to support portfolio outcomes</li><li>
Support portfolio management decision-making through analysis that informs portfolio allocation recommendations</li></ul>
Who You Are:
<ul><li>Bachelor's degree with an emphasis in finance, economics, accounting, or another technical field</li><li>
8+ years related experience that includes quantitative research, risk management, risk analysis</li><li>
Experience working with equities or equity portfolios, including exposure to portfolio construction, manager selection, or equity market analysis</li><li>
Strong understanding of portfolio construction, asset allocation, manager selection and risk management</li><li>
Programming experience (Python, R, C++, SQL)</li><li>
Experience with performance or risk-based platforms such as Factset, Barra, Bloomberg, Morningstar</li></ul><div> 
Skills That Will Help You Stand Out</div><ul><li>
Advanced training in mathematics, statistics, computer science, or another highly quantitative field</li><li>
Demonstrates strong analytical and problem-solving skills with the ability to synthesize large datasets into actionable insights and recommendations</li><li>
Experience applying artificial intelligence or machine learning techniques to portfolio construction, investment research, or signal development</li><li>
Excellent ability to communicate advanced concepts in a concise and logical manner</li><li>
Strong attention to detail, organizational skills, and the ability to manage multiple tasks and requests from various stakeholders in a timely and efficient manner</li></ul>
Salary Range Information: Salary ranges below reflect targeted base salaries. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation for all roles will be based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer. Salary Range: $157000 - $213000 / year Salary Details:
<div>
The base salary range for this role is $157,000 - $213,000 as indicated above. Final compensation will be determined based on skills, experience, and alignment with the role&rsquo;s responsibilities.</div><div></div><div> 
In addition to base pay, this role participates in an annual profit share bonus plan.</div>
Time Off Program: Flexible Time Off (FTO) is provided to salaried (exempt) employees and provides the opportunity to take time away from the office with pay for vacation, personal or short-term illness. Employees don&rsquo;t accrue a bank of time off under FTO and there is no set number of days provided. Pension Eligible: No Additional Information:
<h2 class="jobSectionHeader">Location(s)</h2><div>
We&rsquo;re open to considering remote and hybrid talent. Locations for hybrid talent include New York City, Raleigh, Des Moines or Seattle.</div><h2 class="jobSectionHeader">
Work Authorization/Sponsorship
</h2><div>At this time, we're not considering applicants that need any type of immigration sponsorship (additional work authorization or permanent work authorization) now or in the future to work in the United States. This includes, but IS NOT LIMITED TO: F1-OPT, F1-CPT, H-1B, TN, L-1, J-1, etc. For additional information around work authorization needs please use the following links.</div><h2 class="jobSectionHeader">
Nonimmigrant Workers and Green Card for Employment-Based Immigrants</h2><h2 class="jobSectionHeader">
Investment Code of Ethics
</h2><div>For Principal Asset Management positions, you&rsquo;ll need to follow an Investment Code of Ethics related to personal and business conduct as well as personal trading activities for you and members of your household. These same requirements may also apply to other positions across the organization.</div><h2 class="jobSectionHeader">
Experience Principal
</h2><div>At Principal, we value connecting on both a personal and professional level. Together, we&rsquo;re imagining a more purpose-led future for financial services &ndash; and that starts with you. Our success depends on the unique experiences, backgrounds, and talents of our employees. And we support our employees the same way we support our customers: with comprehensive, competitive benefit offerings crafted to protect their physical, financial, and social well-being. Check out our careers site to learn more about our purpose, values and benefits.</div><h2 class="jobSectionHeader">
Principal is an Equal Opportunity Employer
</h2><div>All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.</div>
 Posting Window: We will accept applications for 3 full days following the Original Posting Date, after which the posting may remain open or be removed based upon applications received. If we choose to post the job again, we will accept additional applications for at least 1 full day following the Most Recently Posted Date. Please submit applications in a timely manner as there is no guarantee the posting will be available beyond the applicable deadline. Date First Posted (TTF): 6/3/2026 Latest Post Date: Careers - US: 6/3/2026</div>

Senior Portfolio Analyst, Asset Allocation

Insigneo

<div>
 
 The Junior Research Analyst will support the Research and Investment Strategy teams by conducting fundamental and market-driven analysis across asset classes, with a primary focus on equities and fixed income.
 
 
 
 
 
 
 JOB RESPONSIBILITIES/MAIN FUNCTIONS
 
 
 <ul>
 <li>
 Maintain a strong understanding of global financial markets, macroeconomic trends, and current events, and assess their impact on asset classes, sectors, and securities.
 </li>
 <li>
 Prepare and assist in the development of reports on single-name equities and/or corporate debt securities.
 </li>
 <li>
 Conduct research and analysis on companies, industries, and sectors from both a fixed income and equity perspective.
 </li>
 <li>
 Collaborate with Investment Strategists to identify and evaluate new investment opportunities for the firm.
 </li>
 <li>
 Participate in the preparation and development of research reports produced by the Research team.
 </li>
 <li>
 Clearly and effectively communicate research findings and the team&rsquo;s investment views to internal stakeholders across the firm.
 </li>
 <li>
 Support the translation of technical analysis into actionable insights for broader audiences.
 </li>
 </ul>
 
 
 
 
 
 JOB REQUIREMENTS (EDUCATION AND EXPERIENCE)
 
 
 <ul>
 <li>
 Bachelor&rsquo;s degree in Finance, Economics, or a related field with strong quantitative and analytical focus.
 </li>
 <li>
 Solid understanding of capital markets, including equities and fixed income products.
 </li>
 <li>
 Ability to interpret and analyze financial statements.
 </li>
 <li>
 Proficiency in Bloomberg and Microsoft Office Suite (Excel and PowerPoint required).
 </li>
 <li>
 Strong analytical thinking and problem-solving capabilities.
 </li>
 <li>
 Excellent written and verbal communication skills in both English and Spanish.
 </li>
 <li>
 High attention to detail and strong organizational skills.
 </li>
 <li>
 Ability to work collaboratively in a team-oriented environment.
 </li>
 <li>
 SIE and/or Series 7 licenses are a plus.
 </li>
 </ul>
</div>

Junior Research Analyst

Morgan Stanley

<div>
 
 About Morgan Stanley
 
 
 
 Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, wealth management and investment management services. With offices in more than 41 countries, the Firm's employees serve clients worldwide including corporations, governments, institutions and individuals. For further information about Morgan Stanley, please visit www.morganstanley.com.
 
 
 
 About Parametric
 
 
 
 Parametric is part of Morgan Stanley Investment Management, the asset management division of Morgan Stanley. We partner with advisors, institutions, and consultants to build portfolios focused on what's important to them and their clients. A leader in custom solutions for more than 30 years, we help investors access efficient market exposures, solve implementation challenges, and design multi-asset portfolios that respond to their evolving needs. We also offer systematic alpha and alternative strategies to complement clients' core holdings.
 
 
 This role is part of Parametric's hybrid working model, which includes working in the office 3 days a week and choosing to work remotely or in the office the remaining days of the week.
 
 
 
 About The Team
 
 
 
 The Portfolio Management Analyst is a junior, development-track role designed primarily to expand our client-facing service capacity, while also supporting the strategic projects that scale our servicing model through increased efficiency, standardization, and repeatability.
 
 
 This position will sit on the Fixed Income portfolio management team and will initially be anchored in core execution-inbox and request triage, data preparation, client reporting, and presentation support-to protect service quality as the business scales and to provide reliable backup coverage for senior team members. Over time, the Analyst will build the investment fluency and relationship management skillset required to meaningfully support high-value advisor teams, contribute to proactive advisor engagement, and strengthen long-term bench depth for the organization, while partnering on technology and workflow enhancements (e.g., Tableau dashboards, automation, and process improvements) that modernize how we deliver outcomes.
 
 
 
 Primary Responsibilities
 
 
 
 
 Investment Team Support
 
 
 
 <ul>
 <li>
 Serve as a front-line resource for fixed income product, strategy, and account-specific inquiries from advisors, clients, and internal partners; escalate to Portfolio Managers as appropriate.
 </li>
 <li>
 Support (and over time, increasingly lead) advisor and client interactions, including market updates, portfolio positioning discussions, and ongoing relationship touchpoints.
 </li>
 <li>
 Coordinate and support platform due diligence and review meetings (quarterly/annual), including preparation of materials, data requests and ongoing support.
 </li>
 <li>
 Help manage one-off advisor/team needs by tracking open items, coordinating responses, and ensuring timely follow-through across stakeholders.
 </li>
 <li>
 Help maintain a working view of current macro conditions and develop timely talking points for advisor messaging; assist with competitor positioning requests and coordination with the sales desk as needed.
 </li>
 <li>
 Help manage shared team workflows including group inbox coverage, triage/prioritization of inbound requests, SLA discipline, and escalation protocols.
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 Act as a day-to-day liaison between the portfolio management team and internal partners (sales, client service, platform teams), ensuring feedback loops and process updates are communicated effectively.
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 Collaborate with portfolio managers and team members on projects aimed at improving efficiency and strengthening the client service model.
 
 
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 </ul>
 
 Marketing Support
 
 
 
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 <li>
 Own the maintenance of standard quarterly presentation templates and support the build of bespoke advisor/client materials.
 </li>
 <li>
 Act as a liaison with the marketing team to ensure ongoing maintenance of existing materials and coordination/support for new content and updates.
 </li>
 <li>
 Gather, validate, analyze, and package data for client-facing reporting, presentations, and sales collateral (performance, attribution drivers, exposures, trades, and market context).
 </li>
 <li>
 Produce &ldquo;ready-to-send&rdquo; materials that reflect a high-quality client experience, including clear narratives, consistent formatting, and tight turnaround execution.
 </li>
 <li>
 Help support thought leadership in partnership with Portfolio Managers (e.g., market commentary, short-form insights, and advisor-facing content).
 
 
 </li>
 </ul>
 
 Process Improvement Support
 
 
 
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 <li>
 Build and maintain Tableau dashboards to enhance reporting, advisor engagement, and delivery of market/portfolio insights.
 </li>
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 Contribute to workflow automation and data projects as prioritized by investment team as needed.
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 Partner with investment team members to identify efficiency opportunities and help drive adoption of tools that modernize client deliverables and team operating model.
 
 
 </li>
 </ul>
 
 Job Requirements
 
 
 
 <ul>
 <li>
 Bachelor&rsquo;s degree in Finance, Economics, Business, or related field (advanced degree or CFA progress a plus).
 </li>
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 0&ndash;3 years of experience in asset management, trading, or financial services; exposure to fixed income or municipal markets preferred.
 </li>
 <li>
 Excellent written and verbal communication skills, with the ability to simplify complex concepts for clients and internal partners.
 </li>
 <li>
 Desire to work in client facing capacity- often requiring direct engagement with clients and internal partners.
 </li>
 <li>
 Highly organized with strong time management; capable of balancing multiple projects in a fast-paced environment.
 </li>
 <li>
 Strong analytical and quantitative skills; proficiency in Excel and PowerPoint required.
 </li>
 <li>
 Data skills (Tableau, SQL, VBA, or Python) a plus, especially for integrating fixed income datasets into client- and PM-facing dashboards is preferred
 
 
 </li>
 </ul>
 Parametric believes each member of our organization makes a significant contribution to our success. That contribution should not be limited by the assigned responsibilities. Therefore, this job description is designed to outline primary duties and qualifications. It is our expectation that every member of our team will offer his/her/their services wherever and whenever necessary to ensure the success of our client services.
 
 
 
 What You Can Expect From Morgan Stanley
 
 
 
 At Morgan Stanley, we raise, manage and allocate capital for our clients &ndash; helping them reach their goals. We do it in a way that&rsquo;s differentiated &ndash; and we&rsquo;ve done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren&rsquo;t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you&rsquo;ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There&rsquo;s also ample opportunity to move about the business for those who show passion and grit in their work.
 
 
 To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.
 
 
 Expected base pay rates for the role will be between $70,000 and $140,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.
 
 
 Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents.
 
 
 Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.
 
 
 For more information, please visit: https://www.morganstanley.com/people-opportunities/eeo.
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Portfolio Management Analyst - Parametric

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