senior investment analyst

Harbor Group International

<div>
 <p>
  <strong>
   Investment Management Analyst
  </strong>
 </p>
 <p>
  <strong>
   Position:
  </strong>
  Investment Management Analyst
 </p>
 <p>
  <strong>
   Location:
  </strong>
  New York, NY
 </p>
 <p>
  <br/>
 </p>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   JOB SUMMARY:
  </strong>
 </p>
 <p>
  HGI is seeking an Analyst to join our Investment Management team. The Analyst will play a pivotal role in analyzing, monitoring, and reporting on all aspects of an investment. The Analyst will perform investment management duties consisting of performance analysis, direct equity and credit investment valuation, investor reporting, investment model review, distributions, waterfall calculations, and other special projects. The team also focuses on communicating the company&rsquo;s products, platform, competitive advantages, business model, and financial results to internal and external audiences, including HGI executives, auditors, and investors. The Analyst will work closely with the firm&rsquo;s senior members and executives. The role is onsite, based in New York City.
 </p>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   RESPONSIBILITIES:
  </strong>
 </p>
 <ul>
  <li>
   Review investment and fund performance, including financial modeling, pro forma cash flow, and analysis of market landscapes.
  </li>
  <li>
   Work with transactions team to evaluate the risk/return and potential fit of new investments.
  </li>
  <li>
   Contribute to quarterly distribution processes by aggregating financial data, analyzing performance, reviewing projections, and performing waterfall calculations.
  </li>
  <li>
   Assist in the valuation processes of investments within the portfolio
  </li>
  <li>
   Assist with the evaluation of new opportunities across property sectors and capital structures.
  </li>
  <li>
   Prepare detailed quarterly asset and fund performance reports, as well as custom investor reporting.
  </li>
  <li>
   Compile portfolio data for marketing materials such as due diligence requests and pitchbooks.
  </li>
  <li>
   Complete special projects and other related responsibilities.
  </li>
  <li>
   Communicate with third parties directly including investors, lenders, and auditors.
  </li>
  <li>
   Coordinate with all verticals of a private equity real estate firm, including Transactions, Asset Management, Accounting and Finance, Legal and Compliance, and Investor Relations.
  </li>
 </ul>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   QUALIFICATIONS:
  </strong>
 </p>
 <ul>
  <li>
   Bachelor&rsquo;s degree in finance, real estate, or a similar field; or equivalent work experience.
  </li>
  <li>
   At least one year of relevant experience in commercial real estate private equity, private equity, accounting or financial services.
  </li>
  <li>
   Proficient understanding of underwriting, deal structure, waterfalls, and private equity real estate fundamentals.
  </li>
  <li>
   Ability to work independently and collaboratively in a multidisciplinary team.
  </li>
  <li>
   Strong knowledge of Microsoft Excel, Word, PowerPoint and other similar platforms.
  </li>
  <li>
   Excellent attention to detail, analytical skills, and ability to prioritize projects.
  </li>
  <li>
   Exceptional interpersonal &amp; communication skills, both verbal and written.
  </li>
 </ul>
 <p>
  #LI-TB1
 </p>
</div>


Investment Management Analyst

Stockd Group

<p><b>Summary</b></p><p>Middle-Market Investment Bank &amp; Advisory firm is looking for an Investment Banking Analyst/Associate to join their team onsite in Delray Beach, FL or Cleveland, OH.</p><p>The Investment Banking Analyst will assist across a variety of different transactions focusing on analytical support, research, and marketing materials. We are looking for an Analyst with an entrepreneurial spirit and the ability to work in a high-energy environment. This position offers a competitive compensation structure (relative to experience) with generous benefits and excellent advancement potential.</p><p><b>Main Job Responsibilities:</b></p><ul><li>Work with Associates and senior leadership to prepare analytical materials covering financial statements, operational performance, and other due diligence-related items. The Analyst will also assist in building and maintaining models that accurately depict client transactions and allow the team to properly analyze companies and scenarios.</li><li>Researching comparable companies and transactions to calculate valuations, industry research, market research, and research used to identify appropriate investors, lenders, or buyers for our client&rsquo;s deals.</li><li>Preparation of marketing materials: The analyst will assist with the preparation of materials used to market opportunities to potential investors. Strong skills in MS PowerPoint needed.</li></ul><p><b>Experience Required:</b></p><ul><li><b>Bachelor&rsquo;s degree in Finance, Accounting</b>, or other closely related field.</li><li><b>Background in financial modeling and experience working within, or adjacent to, the debt capital markets arena</b>.</li><li>Proficiency in <b>Microsoft Excel and the Microsoft Office suite, including PowerPoint, Word, and Outlook is highly important</b>.</li><li>Strong communicator with superior organizational and problem-solving skills.</li><li>Ability to work under pressure and manage multiple competing tasks and demands, while maintaining a professional demeanor.</li><li>A team player who can also excel working independently</li></ul><p><b>Licensing Requirements</b></p><p>Post-hiring, the Analyst will be <b>required to take and pass the Series 79 and Series 63 exams,</b> allowing the Analyst to register with FINRA as a licensed Investment Banker. We will support the analyst with the required study materials to prepare for the exams, and the Analyst is expected to pass the exams within a reasonable period of time following the hire date.</p><p>Please note that this is not an entry-level position. At least 1+ years of prior experience in investment banking or related fields is required.</p><p>We offer competitive compensation packages and opportunities for career growth within our organization. Relocation assistance may be provided.</p><p>Job Type: Full-time</p><p>Pay: $85,000.00 - $95,000.00 per year</p><p>Benefits:</p><ul><li>401(k)</li><li>Dental insurance</li><li>Flexible spending account</li><li>Health insurance</li><li>Life insurance</li><li>Paid time off</li><li>Professional development assistance</li><li>Relocation assistance</li><li>Vision insurance</li></ul><p>Physical Setting:</p><ul><li>Office</li></ul><p>Education:</p><ul><li>Bachelor's (Required)</li></ul><p>Experience:</p><ul><li>Investment banking: 1 year (Required)</li><li>Financial modeling: 1 year (Required)</li></ul><p>Ability to Commute:</p><ul><li>Delray Beach, FL (Preferred)</li></ul><p>Ability to Relocate:</p><ul><li>Delray Beach, FL: Relocate with an employer provided relocation package (Required)</li></ul><p>Work Location: In person</p>

Investment Banking Analyst

Columbia University

<div><ul><li>Job Type: Officer of Administration</li>
<li>Bargaining Unit:</li>
<li>Regular/Temporary: Regular</li>
<li>End Date if Temporary:</li>
<li>Hours Per Week: full time</li>
<li>Standard Work Schedule:</li>
<li>Building:</li>
<li>Salary Range: $100,000-$120,000 annually</li>
</ul><div><i>The salary of the finalist selected for this role will be set based on a variety of factors, including but not limited to departmental budgets, qualifications, experience, education, licenses, specialty, and training. The above hiring range represents the University's good faith and reasonable estimate of the range of possible compensation at the time of posting.</i></div><br>
<div></div>
<p></p>
<p>Position Summary</p>
<p>
Columbia University Investment Management Company, LLC, (&ldquo;IMC&rdquo;) is a wholly-owned subsidiary of Columbia University charged with stewarding Columbia&rsquo;s managed assets for the current and future support of the University&rsquo;s operations and with preserving the purchasing power of the assets over the long-term. Almost all funds are managed externally in a diversified strategy that uses active and passive management techniques across a range of asset classes.</p><br>
<p></p>
<p>
The IMC seeks professionals who embody our values. We seek those who recognize that first and foremost, we are stewards of the University. We are purposeful about the decisions we make, always mindful that decisions must reflect the strategy and the priorities of the organization. We strive to balance the art and science of investing using tools and technology to enhance decision making. We value technology in our process but know that it is most effective when combined with human judgement and eye towards assessing how we expect markets and processes to evolve over time. We are intellectually honest, holding ourselves and others to account so that we make the best decisions for long-term outperformance. Finally, we are a team. A team that shares responsibility for the inputs and outputs of our process. We believe strongly in collaboration and effective communications as requirements for success.</p><br>
<p></p>
<p>
The IMC seeks professionals who can contribute materially to the management of the portfolio. Independent thinking and open dialogue are actively encouraged, with team members contributing to the skills, thinking, qualitative and quantitative analysis related to a range of the portfolio, including equities, real estate, energy, other real assets, private equity or a variety of public market strategies. The IMC environment is one in which staff members are expected to develop professionally, work collaboratively across asset classes, and assume greater responsibilities according to ability and impact.</p>
<p></p>
<p>Responsibilities</p><br>
<p></p>
<p>
Reporting to Chief Financial Officer, the Analyst will be a key contributor in executing IMC&rsquo;s transaction and reporting processes, as well as enhancing IMC&rsquo;s overall operations.</p>
<p>
Responsibilities include, but are not limited to:</p>
<ul>
<li>Assist with the review and processing of daily transactions such as capital calls, distributions, redemptions, and transfers.</li>
<li>Coordinate the review and updating of monthly and quarterly manager data and ensuring investments are properly set up in IMC&rsquo;s portfolio accounting system.</li>
<li>Coordinating directly with the custodian to ensure accounts are appropriately set up and entries are made in accounting and performance measurement systems.</li>
<li>Collaborating closely with team members to compile, coordinate and review the monthly portfolio accounting and performance data, while identifying areas of process improvements.</li>
<li>Reviewing monthly reconciliations and reports and identifying issues to senior team members with a focus on controls and areas of process improvements.</li>
<li>Reviewing the key drivers of investment performance, assist senior team members in understanding changes in the portfolio and working with the investment team to validate observations.</li>
<li>Working closely with team members to provide project management support.</li>
<li>Coordinate the review of legal documents to verify fee arrangements and other negotiated terms.</li>
<li>Assist with maintaining tax information and liaise with the University&rsquo;s tax department.</li>
</ul>
<p>In addition, the Analyst is expected to perform other related duties and materially participate in various projects which may include, but are not limited to:</p>
<ul>
<li>Participate in the analysis of returns both at an individual manager and overall portfolio level.</li>
<li>Interfacing with investment managers to increase understanding of information disclosed in financial statements.</li>
<li>Identifying, recommending and implementing potential workflow improvements using new technologies.</li>
<li>Critically reviewing, streamlining and/or enhancing reporting tools and make recommendations to facilitate investment management and asset allocation decisions.</li>
<li>Evaluating changes in investment accounting standards and the related impact on financial reporting.</li>
</ul>
<p></p><p>Minimum Qualifications</p>
<ul>
<li>Bachelor&rsquo;s degree and or its equivalent.</li>
<li>At least two to four years of experience in the investment fund/asset management industry required.</li>
</ul>
<p></p><p>Preferred Qualifications</p>
<ul>
<li>CPA strongly preferred.</li>
</ul>
<p></p><p>Other Requirements</p>
<ul>
<li><p>The candidate must have a fundamental desire to improve their understanding of a global multi asset class investment portfolio and the related best practices around operations, accounting, audit, and risk management processes.</p>
</li>
<li><p>Must be detail-oriented, have excellent applied spreadsheet skills (including financial functions, pivot tables), embraces technology (including the ability to navigate databases, productivity, and business intelligence tools), and is looking to improve the depth of their analytical capabilities.</p>
</li>
<li><p>Excellent interpersonal, written and oral communication skills are required to effectively collaborate with a variety of audiences.</p>
</li>
<li><p>In addition to strong critical thinking skills, a high degree of intellectual curiosity and commitment to continuously learn are all required to be a successful member of the IMC team.</p>
</li>
<li><p>Must have demonstrated the ability to work both autonomously and collaboratively in a time sensitive environment.</p>
</li>
<li><p>Must have the ability to manage multiple tasks simultaneously and meet deadlines for both short/long term and ad-hoc assignments.</p>
</li>
<li><p>Must have a commitment to exceptional quality and have the highest ethical standards.</p>
</li>
</ul><p></p><p>Equal Opportunity Employer / Disability / Veteran</p>
<p>
Columbia University is committed to the hiring of qualified local residents.</p></div>

Analyst (Accounting Operations), Columbia Investment Management Company

CubeSmart Self Storage

<div>Overview:
<div><b><i>
This is a hybrid role - 2 days remote and 3 days in the Malvern, PA office.</i></b></div><div></div><div><br>
CubeSmart is seeking to hire a Real Estate Acquisitions Analyst to join the Investments team at our corporate office in Malvern, PA. The Real Estate Acquisitions Analyst supports the company&rsquo;s investment and external growth initiatives by underwriting self-storage facilities and providing market research and support throughout the acquisition and disposition process.</div><div></div><div><b><br>
Who we are:</b></div><div>
CubeSmart, a publicly traded real estate investment trust (NYSE: CUBE), is one of the top owners and operators of self-storage facilities in the United States. At CubeSmart, we&rsquo;re intentional about culture. You can experience it everywhere from our mission statement of &ldquo;genuine care&rdquo; to our &ldquo;It&rsquo;s What&rsquo;s Inside That Counts&rdquo; tagline to calling each other &ldquo;teammates&rdquo; rather than employees. This spirit fosters a fun and collaborative environment that has resulted in our rapid growth and being recognized amongst the top in our industry.</div><div></div><div><br>
CubeSmart&rsquo;s award-winning team is made up of people who genuinely care. Teammates care about our customers and the life events and/or business needs they are facing. Teammates are passionate, responsible and understanding. The CubeSmart team is made up of people who have a can-do attitude, are committed to their own success and the success of the company, and lead by example.</div><div></div><div><br>
If this sounds like a team and culture that matches your personal values and motivations, we want to hear from you.</div>
Responsibilities:
<div><i>
Underwriting Acquisition Opportunities</i></div><ul><li>
Understands and employs various methods to value commercial real estate &ndash; cap rates, NPVs, IRR&rsquo;s, etc.</li><li>
Analyzes income statements and other financial and operational reports</li><li>
Understands and assesses demand and demographic drivers that are inherent to a successful real estate investment project</li><li>
Uses various resources &ndash; internal and external &ndash; to gather necessary information to value opportunities</li><li>
Synthesizes findings into robust financial projection and valuation models</li><li>
Presents findings and recommendations to senior members of the Investments team</li></ul><div><i>
Market Research</i></div><ul><li>
Monitors and tracks self-storage supply in target markets</li><li>
Utilizes numerous systems to research property/ownership information for acquisition opportunities</li><li>
Provides insight into market dynamics and fundamentals to identify and target opportunities with outsized return potential</li><li>
Reviews potential disposition targets within the owned portfolio to determine opportunities to recycle capital</li></ul><div><i>
Acquisition &amp; Disposition Process Support</i></div><ul><li>
Manages tools to track and prioritize investment opportunities and acquisition efforts</li><li>
Assists with the preparation of Investment Committee materials, including slides and analysis summaries</li><li>
Provides support during the due diligence process to make sure all materials are received, and helps resolve any issues that arise during the diligence process</li></ul><div><i>
Company Investment &amp; Growth Initiatives</i></div><ul><li>
Monitors and maintains a portfolio evaluation model which tracks and ranks company real estate assets</li><li>
Develops tools and techniques that make deal screening and the underwriting processes more efficient, using a combination of internal and external systems and data</li><li>
Completes a broad range of ad hoc analysis in support of strategic departmental and company initiatives.</li><li>
Maintains and organizes a streamlined database of historical deals and related underwriting and analysis</li></ul>
Qualifications:
<ul><li>Bachelor&rsquo;s Degree; concentration in finance or real estate preferable</li><li>
Two or more years in commercial real estate acquisition or finance role preferable; storage experience preferable but not mandatory</li><li>
Advanced Excel and real estate financial modeling skills</li><li>
Experience with GIS and/or mapping software</li><li>
Thorough understanding of financial statements</li><li>
Strong attention to detail and organization</li><li>
The ability to manage multiple projects at once and shift priorities as needed</li><li>
Excellent oral &amp; written communication skills</li></ul><div>
#LI-MT1</div></div>

Investment Analyst

Public Storage

<div><b>Company Description</b><p><br>
Since opening our first self-storage facility in 1972, <b>Public Storage</b> has grown to become the <b>largest owner and operator of self-storage facilities</b> in the world. With <b>thousands of locations</b> across the U.S. and Europe, and more than 170 million net rentable square feet of real estate, we're also one of the largest landlords.</p><p>
We've been recognized as <b>A Great Place to Work</b> by the Great Place to Work Institute. And, our employees have also voted us as having <b>Best Career Growth</b>, ranked us in the <b>Top 5% for Work Culture</b>, and in the <b>Top 10% for Diversity and Inclusion</b>.</p><p>
We're a member of the<b> S&amp;P 500</b> and <b>FT Global 500</b>. Our common and preferred stocks trade on the New York Stock Exchange.</p><b><br>
Job Description</b><p><br>
The Senior Financial Analyst conducts financial modeling and investment analysis in support of Public Storage&rsquo;s multi-billion dollar capital investment program. The position reports to the Manager of Real Estate Financial Analysis and works closely with the heads of Acquisitions, Development, Lending, and Third-Party Management to identify, underwrite, and prepare approvals for acquisitions, development, lending, and third-party management opportunities. The position handles the more complex underwritings from the business development teams and is expected to have a strong underwriting acumen. Successful candidates will have demonstrated proficiency in building and editing pro forma models and using data-driven analytical tools for commercial real estate or investment management.</p><p></p><p><b><br>
KEY RESPONSIBILITIES</b></p><ul><li>
Lead and own underwriting of potential acquisitions, developments, loans, third-party management agreements, and other investments through data-driven analytical methods</li><li>
Build ad-hoc return analysis of various enterprise initiatives and projects for executives and other senior leaders</li><li>
Conduct scenario, sensitivity, and break-even analyses to asses risk and return profiles for different projects</li><li>
Own the process improvement process for underwriting and communication with other teams within the organization</li><li>
Conduct market and competition analysis to formulate views on rental rates, occupancy trends, supply growth, and other factors that impact underwriting assumptions</li><li>
Collaborate with the acquisition, development, loan, and third-party management teams on investment timing and deadlines</li><li>
Prepare investment committee memorandums for internal review and executive decision-making</li><li>
Partner with data analytics team to constantly improve pro forma models and other analytical tools</li><li>
Assist in training Financial Analysts on the team</li><li>
Own and support the more critical senior management requests from different leaders in the organization</li><li>
Provide property, portfolio, and pipeline-level reporting and attribution analysis to aid senior management with capital allocation decisions</li><li>
Conduct market tours with leadership teams for potential deals. (Domestic travel up to 10%)</li></ul><br>
<b>
Qualifications</b><br>
<ul><li>
Bachelor's degree in Finance, Accounting, Economics, or a related field</li><li>
3 - 5 years of related experience in finance, accounting, and real estate</li><li>
Advanced knowledge of Excel (xlookups, nested if statements, pivot tables, financial formulas, etc.)</li><li>
Real Estate industry experience is a plus</li><li>
Outstanding organizational skills and great attention to detail</li><li>
Exceptional presentation and analytical skills</li><li>
Excellent written and verbal communication skills</li><li>
Strong initiative and ability to manage multiple projects</li></ul><p></p><b><br>
Additional Information</b><p><br>
Public Storage is an equal opportunity employer and embraces diversity. We do not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, or any other protected status. All qualified candidates are encouraged to apply.</p><p>
**Sponsorship for Work Authorization is not available for this posting. Candidates must be authorized to work in the U.S. without requiring sponsorship now or in the future.**</p></div><p></p>

Senior Financial Analyst- Real Estate Investments

Ameriprise Financial

<div><p><b>About Our Company</b></p><p><br>
We&rsquo;re a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of year-end 2024. Our team of 22,000 people across 19 countries, serves more than 3.5 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses &ndash; Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world.</p><p></p><p><b>
Job Description</b></p><p></p>
As a Senior Analyst on the Investment Performance team, you will serve a critical function in advancing initiatives within the broker dealer's Advice &amp; Wealth Management (AWM) segment, specifically those related to investment performance reporting. Responsibilities include conducting research, defining and documenting business requirements, and providing analytical and reporting support. Additionally, you will contribute to the development and ongoing maintenance of the infrastructure necessary to sustain and enhance performance reporting capabilities across the AWM segment of Ameriprise Financial.<p></p><p><b>
Key Responsibilities</b></p><ul><li><p>
In collaboration with other business units (e.g. products, technology, legal, compliance, marketing, training, field implementation, etc.) and vendors, participate in the execution of projects aimed at developing investment products, ensuring compliance, enhancing the quality of the performance data, and improving the front-end experience</p></li><li><p>
Provide data quality oversight, escalation support, process and procedure development, and back-up support to &ldquo;business and usual&rdquo; performance reporting operational tasks.</p></li><li><p>
Maintain or supervise control-related testing across the various performance tools and processes to ensure a single, cohesive approach to testing/audit protocols of reporting mechanisms and underlying data</p></li><li><p>
In collaboration with other business units, participate in the performance verification compliance process for third-party investment manager performance information on the Advisory Platform</p></li><li><p>
Help maintain business ownership of the performance reporting tools utilized for both client performance reporting and product performance reporting for the Advisory Platform</p></li></ul><p></p><p>
The team is headquartered in Minneapolis, MN. Candidates may also sit in the Charlotte, NC office, with regular virtual collaboration via Microsoft Teams.</p><p></p><p><b>
Required Qualifications</b></p><ul><li><p>
5+ years of experience in the financial services industry</p></li><li><p>
Bachelor's Degree or equivalent experience</p></li></ul><p></p><p><b>
Preferred Qualifications</b></p><ul><li><p>
Investment performance measurement, analysis, and reporting experience in a financial services organization (broker/dealer preferred)</p></li><li><p>
Knowledge in investment concepts, practices, procedures, management operations and tools</p></li><li><p>
Experience with both account level performance and product level composite performance.</p></li><li><p>
Conceptual and practical understanding of money-weighted and time-weighted return methodologies, performance characteristic metrics (e.g. alpha, beta), asset allocation, and benchmarking.</p></li><li><p>
Experience working with performance measurement and portfolio accounting systems (e.g., Pershing X (fka Albridge), First Rate, InvestCloud (aka APL), Informa Profile Producer, Envestnet, Morningstar Direct, &amp; FactSet)</p></li><li><p>
Certificate in Investment Performance (CIPM) and/or Charted Financial Analyst (CFA) designation, or progress towards</p></li><li><p>
Understanding of Global Investment Performance Standards (GIPS) and ability to apply the standards to performance calculations and representations</p></li><li><p>
Knowledge of practices and procedures of retail-oriented investment products and financial planning</p></li><li><p>
Strong communications skills, both oral and written, to interact with team, business partners, advisors, senior management and vendors</p></li><li><p>
Ability to effectively and efficiently multi-task between different projects and recurring tasks</p></li><li><p>
Ability to execute on small to large scale projects with limited supervision</p></li><li><p>
Ability to establish and maintain strong relationships with vendors and across the organization</p></li><li><p>
Strong leadership skills to effectively guide junior colleagues. This is a leadership role. While it does not include direct people management, the selected candidate will lead through influence, collaboration, and subject matter-expertise</p></li><li><p>
Ability to stay current with regulatory requirements and best practices</p></li></ul><p></p><p><b>
Visa Sponsorship</b></p><p>
Applicants must have a valid work authorization that does not now, or in the future, require visa sponsorship for employment in the United States (e.g., H-1B, F-1 CPT, F-1 OPT, TN).</p><p></p><p><b><br>
In-Office Collaboration</b></p><p>
We are a client-centric, relationship-based business. Working together, in-person, is foundational to how we achieve results. By fostering a culture of face-to-face collaboration, idea sharing, productivity and personal connection, we deliver for our stakeholders &mdash; clients, advisors, employees and shareholders. Our employees work in the office at least four (4) days per week, with flexibility to work from home one (1) day per week. Some roles may require additional in-office time or different in-office expectations, and specific requirements will be discussed during the hiring process.</p><p></p><p><b>
Base Pay Salary</b></p><p></p>
The estimated base salary for this role is $100,000 - $115,000 / year. We have a pay-for-performance compensation philosophy. Your initial total compensation may vary based on job-related knowledge, skills, experience, and geographical work location. In addition, most of our roles are eligible for variable pay in the form of bonus, commissions, and/or long-term incentives depending on the role. We also have a competitive and comprehensive benefits program that supports all aspects of your health and well-being, including but not limited to vacation time, sick time, 401(k), and health, dental and life insurances.<p></p><div><div><div><div><div><div><div><p><b>
Full-Time/Part-Time</b></p></div></div></div></div></div></div></div>
Full time<p></p><div><div><div><div><div><div><div><p><b>
Exempt/Non-Exempt</b></p></div></div></div></div></div></div></div>
Exempt<p></p><div><div><div><div><div><div><div><p><b>
Job Family Group</b></p></div></div></div></div></div></div></div>
Business Support &amp; Operations<p></p><div><div><div><div><div><div><div><p><b>
Line of Business</b><b>
</b></p></div></div></div></div></div></div></div>FPPS Wealth Management Solutions<p></p><p><i>
Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, gender expression, national origin, ancestry, age, physical or mental disability, medical condition, pregnancy, military status, veteran status, genetic information, citizenship, disability status, marital status, family status or any other basis prohibited by law.</i></p><p></p><p><i>
We are committed to fostering an inclusive and accessible recruitment process for individuals with disabilities. If you require a reasonable accommodation to participate in the application or interview process, speak to your recruiter to discuss how we can support you.</i></p></div>

Senior Analyst, Investment Performance

Fidelity TalentSource

<div>Fidelity TalentSource is your destination for discovering your next temporary role at Fidelity Investments. We are currently sourcing for an<b> </b>Investment Support Analyst to work in Fidelity&rsquo;s Enterprise Infrastructure Group in Boston, MA.
<h3 class="jobSectionHeader"><b>The Role</b></h3>
The<b> </b>Investment Support Analyst<b> </b>will provide dedicated technology, productivity and collaboration support services to Fidelity&rsquo;s Investment Management and trading professionals. The Senior Support Technician must be customer obsessed, adaptive to change and thrive in a rapidly evolving Agile organization. The role will provide efficiency, innovation and preventative technology support and services for Fidelity&rsquo;s associate IT computing product offerings.<br>
If you have the experience and expertise with a passion for End User Computing, a career in High Touch Services at Fidelity may be right for you!
<h3 class="jobSectionHeader"><b>The Expertise You Have</b></h3>
<ul><li>2+ years working in an enterprise environment, troubleshooting Windows 10, MacOS and iOS, virtual and cloud solutions
</li><li>Strong customer service, oral and written communication skills
</li><li>Experience working in an enterprise AD environment
</li><li>Experience installing software, security patches, SW updates on desktops, virtual devices, laptops, etc.
</li><li>Experience supporting a Citrix environment preferred
</li><li>Experience supporting multi-media and video conferencing hardware and software
</li><li>Strong working knowledge of Office 365 and Office for Mac
</li><li>Ability to work easily as a member of a team or independently; prioritize workflow based on urgency and customer requirements
</li><li>Ability to be able to work comfortably with members of the firm of all skill and seniority levels
</li><li>Associates degree in Computer Science, Information Technology or equivalent work experience preferred
</li><li>Microsoft Window10 certification, Apple certification preferred
</li></ul><h3 class="jobSectionHeader"><b>The Skills You Bring</b></h3>
<ul><li>Proficiency installing, troubleshooting and supporting laptops, MacBook&rsquo;s, PCs, virtual machines, iPads and business critical applications via 1:1 desk side visits, phone, chat and remote.
</li><li>Proficiency supporting Windows 10, MacOS, Office365 and productivity tools
</li><li>Experience supporting investment applications such as Bloomberg, Factset, Morningstar, Etc&hellip;
</li><li>Proficiency providing in person multi-site video conferencing meeting support.
</li><li>Experience supporting end user collaboration tools, such as Microsoft SharePoint, Teams, and video conferencing technologies
</li><li>Expert level customer services skills, communication written and verbal
</li><li>Experience supporting mobile devices utilizing iOS and Android operating systems.
</li><li>Experience working independently, with minimal guidance. Ability to identify and resolve key issues using partial or conflicting data and pattern recognition. Ability to take a broad perspective to problems to identify and detail new, less obvious solutions.
</li><li>Mobile Platforms : Intune, Symantec VIP
</li></ul>The hourly pay rate range for this position is $25.00-$30.00 per hour.<br>
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate&rsquo;s relevant experience, and other factors.
<h3 class="jobSectionHeader"><b>Dynamic Working</b></h3>
Fidelity&rsquo;s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite all business days of every other week in a Fidelity office.</div>

Investment Support Analyst

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