analyst / associate, credit & multi-asset solutions, fundraise management

analyst – credit portfolio analytics – credit risk

analyst, corporate banking - capital & portfolio management

analyst, portfolio management group - diversified industrials - global corporate & investment bank

senior social media manager Jobs in New York

senior social media manager

analyst / associate, credit & multi-asset solutions, fundraise management Jobs in New York

analyst – credit portfolio analytics – credit risk Jobs in New York

analyst, corporate banking - capital & portfolio management Jobs in New York

analyst, portfolio management group - diversified industrials - global corporate & investment bank Jobs in New York

senior portfolio manager

Morgan Stanley

<div>Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments and individuals from more than 1,200 offices in 43 countries.
As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture.
Outsourced Chief Investment Officer (&ldquo;OCIO&rdquo;) group partners with Morgan Stanley Financial Advisors across all channels to offer full discretion portfolio management services to institutional and private clients (e.g., Defined Benefit plans, Endowments, Foundations, Ultra-High Net-Worth, Family Offices, etc.) of Morgan Stanley Wealth Management.
Responsibilities:
<ul><li>Help Senior Portfolio Managers build and manage client portfolios, which includes development of the investment policy statement, customized portfolio construction, manager selection, portfolio implementation, ongoing portfolio rebalances and periodic client reviews and updates
</li><li>Engage with clients to perform client discovery, draft investment policy statements, provide quarterly reporting, and other tasks relevant to the OCIO space
</li><li>Maintain ongoing and proactive monitoring of account positioning
</li><li>Gain full functional knowledge of Morgan Stanley&rsquo;s proprietary portfolio management tools
</li><li>Participate in OCIO meetings and calls and get full understanding of OCIO market strategy and portfolio positioning.
</li><li>Help Senior Portfolio Managers develop portfolios and market content for finals presentations
</li><li>Manage outflows, inflows on accounts and make sure that capital calls on the illiquid side of the portfolios are matched
</li><li>Interface and support the connectivity with internal and external partners including research, trading, operations, product specialists, third party vendors and custodians
</li></ul>Knowledge and Skills Required:
<ul><li>3+ years of experience servicing pensions and/or government entities, or other institutions in a wealth management or investment consulting capacity
</li><li>Experience and knowledge in investment/ wealth management platforms and vehicles, including managed account platforms, mutual funds, ETFs, separate accounts, and alternative investments.
</li><li>Experience and knowledge in global capital markets, technical expertise across asset classes.
</li><li>Firm understanding of portfolio management concepts including modern portfolio theory, asset allocation, portfolio construction, manager selection, risk management and performance attribution.
</li><li>Proficiency in Microsoft Office including Excel and PowerPoint
</li><li>Must be very detail-oriented, with an ability to multi-task and handle multiple priorities.
</li><li>Strong organizational and project management skills
</li><li>Must be very detail-oriented, with an ability to multi-task and handle multiple priorities.
</li><li>Proactive &amp; hard working with strong professional accountability
</li><li>Exemplary verbal and written communication skills
</li><li>Undergraduate degree is required
</li><li>CFA, CAIA and other professional designations are preferred.
</li><li>FINRA Series 7 and 66 (or 63 and 65) licenses required or willingness to obtain within 180 days of hire (additional licensing may be required)
</li></ul>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 $105,000 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's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).</div>

OCIO PM Taft Hartley / Government Analyst - Global Investment Office, Assistant Vice President

Ullico Inc.

<div>
 Ullico, Inc., one of the nation&rsquo;s largest sources for real estate first mortgage financing, is actively recruiting a Senior Portfolio Analyst to join a group that manages a $4.4billion portfolio. Ullico&rsquo;s Real Estate Investment Group offers construction and permanent debt financing for commercial real estate. This position reports to the Regional Vice President and is located in our New York City, NY office.
 
 
 
 Job Duties
 
 
 
 <ul>
 <li>
 Maintain overall statistics and financial performance analysis for the mortgage portfolio. Summarize and analyze reports for mortgage loans to include, but not limited to: analyzing operating statements on properties, obtaining financial background on properties, annual reviews, and project variance reports. Prepare quarterly portfolio statistics detailing geographic and product concentrations. Evaluate and recommend changes to reports to provide efficient and applicable information to management.
 </li>
 <li>
 Perform various analyses related to financial performance to include: cash flow projections, cash flow variance analysis, business operations "driver" analysis (critical success factors) and analysis of comparative performance with other companies in industry.
 </li>
 <li>
 Assist, coordinate and prepare financial projections for real estate and mortgage portfolio as required for internal reporting and external filing for both statutory and GAAP, as applicable.
 </li>
 <li>
 Assist in oversight and follow-up on underwriting portions of loans to ensure all provisions are being adhered to.
 </li>
 <li>
 Prepare, secure approval and maintain portfolio data including monthly reports such as the J and W1 Portfolio Valuation, Performance Comparison, Property Income and Expense analysis for House Accounts and quarterly reports such as Appraisal Status, Annual Reviews, Portfolio Characteristics and General Account Valuation.
 </li>
 <li>
 Monitor individual asset reports due to VP from Regional Managers such as Construction Status reports, Multi-Family Sales Status reports and Watch List reports. Prepare and submit to SVP for review and approval the same reports, when applicable, for House Accounts.
 </li>
 <li>
 Undertake ad hoc project and reports. Assist SVP/VP in the preparation of internal and external presentations.
 
 
 </li>
 </ul>
 
 Minimum Qualifications
 
 
 
 <ul>
 <li>
 Bachelor's degree in Finance, Economics, or a related field.
 </li>
 <li>
 3 to 5 years of experience in commercial real estate loan underwriting, including financial/credit analysis, discounted cash flow (DCF), and net present value (NPV) modeling
 </li>
 <li>
 Intermediate to advanced proficiency in Excel, SQL, VBA, and ARGUS financial modeling.
 </li>
 <li>
 Strong analytical, communication, and presentation skills for interaction with internal senior management and external business leaders.
 </li>
 <li>
 Must complete a financial modeling exercise.
 
 
 </li>
 </ul>
 $128,000 - $164,500 a year
 
 
 
 Salary Range:
 
 
 $128,000 - $164,500
 
 (depending on relevant experience, skills, and credentials). This position is eligible to participate in Ullico Inc.&rsquo;s (&ldquo;Ullico&rdquo;) annual incentive compensation program. An incentive award is contingent upon Ullico meeting financial goals set by the Ullico Board of Directors and your individual performance. The elements of the program, including eligibility, the range of potential incentive compensation, and the factors that determine the payment, will be shared with you after you become employed.
 
 
 For over 95 years, Ullico, the only labor-owned insurance and investment company, has been a proud partner of the labor movement. From insurance products for members, leaders and employers, to investments that have created thousands of union jobs, our customers continue to count on Ullico to protect them. The Ullico Inc. family of companies includes The Union Labor Life Insurance Company; Ullico Casualty Group, Inc.; Ullico Investment Company, Inc.; and Ullico Investment Advisors, Inc. Visit www.ullico.com .
 
 
 We offer a competitive starting salary and an outstanding benefits package including:
 
 
 <ul>
 <li>
 Health/Dental/Vision
 </li>
 <li>
 Pension
 </li>
 <li>
 401K
 </li>
 <li>
 Health Savings Account
 </li>
 <li>
 Life Insurance
 </li>
 <li>
 Paid Time Off
 
 
 </li>
 </ul>
 Ullico is an Equal Opportunity Employer. This organization participates in E-Verify.
 
 
 We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.
</div>

Sr. Portfolio Analyst

MUFG

<div>Do you want your voice heard and your actions to count?
Discover your opportunity with Mitsubishi UFJ Financial Group (MUFG), one of the world&rsquo;s leading financial groups. Across the globe, we&rsquo;re 150,000 colleagues, striving to make a difference for every client, organization, and community we serve. We stand for our values, building long-term relationships, serving society, and fostering shared and sustainable growth for a better world.
With a vision to be the world&rsquo;s most trusted financial group, it&rsquo;s part of our culture to put people first, listen to new and diverse ideas and collaborate toward greater innovation, speed and agility. This means investing in talent, technologies, and tools that empower you to own your career.
Join MUFG, where being inspired is expected and making a meaningful impact is rewarded.
The selected colleague will work at an MUFG office or client sites four days per week and work remotely one day. A member of our recruitment team will provide more details.
The incumbent will be a corporate finance professional, supporting corporate coverage across an industry vertical lending business. A critical function of the role is to assess risk factors associated with a credit profile to determine an appropriate risk rating and credit hold level based on established policies and guidelines. Responsibilities will include, without limitation, supporting the active credit management of a designated client portfolio, utilizing sound analytical and credit validation skills. The incumbent will provide continuous oversight of designated client portfolio names, monitoring for changes in the respective credit profiles (i.e. potential upgrading, downgrading, and credit deterioration) with the goal of maximizing net income and reducing associated credit costs.
Responsibilities:
<ul><li>Support the management of a commercial loan portfolio within a segment of an industry vertical</li><li>
Perform due diligence and regularly scheduled evaluations of their assigned loan portfolio, which is subject to change relative to the client portfolio</li><li>
Support the preparation of detailed credit analyses and required credit applications in accordance with and pursuant to policy, including the evaluation of corporate, regulatory and industry risk, historical operating performance, projected operating performance and capital structure</li><li>
Ensure timely coordination and communication of account information across various constituencies throughout the organization</li><li>
Maintain a thorough understanding of macro-level country/risk factors</li><li>
Maintain current knowledge of relevant industries, including all current events pertaining to an assigned portfolio utilizing internal and external sources</li><li>
For assigned accounts, provide oversight of covenant compliance, facility closing due diligence, legal documentation and ongoing monitoring of credit conditions, if any</li><li>
Attend RM customer meetings as appropriate</li><li>
Special projects as assigned</li></ul>
Advanced Credit/Underwriting Solutions:<ul><li>
Work within a deal team environment supporting Senior Portfolio Managers in the development and analysis of financing structures/strategies to support/identify LBO, M &amp; A and Corporate re-capitalization opportunities</li><li>
Pre-screen proposed transactions to identify critical structural issues and risks, balancing institutional policy with business development needs</li><li>
Work on structured credit transactions (including Financial Solution opportunities, securitizations, supply chain, specialized leasing transactions, and up-tier proposals)</li><li>
Understand and maintain base industry knowledge of industries represented in the portfolio, including technical aspects, regulatory issues and unique credit product activity</li><li>
Participate in client and bank meetings as necessary</li></ul>
Policy and Deal Advocacy:
<ul><li>Support Senior Portfolio Managers in communicating and/or negotiating with CDA for transaction approval, including final hold level strategies to ensure alignment of risk strategy and policy</li><li>
Evaluate and establish appropriate ratings for transactions and correlate appropriate exposure levels at both the transaction and group level</li><li>
Ensure compliance with policy and regulatory requirements</li></ul>
Skills and Experience:<ul><li>
1-2 years of substantive portfolio management, corporate credit, and/or other similar experience with an emphasis on credit and analytical experience</li><li>
Completion of a formal credit-training program at a money center bank is preferred</li><li>
Bachelor&rsquo;s degree in Finance, Mathematics, or related discipline CFA is an asset</li><li>
Able to work independently and under pressure</li><li>
Strong written, verbal and interpersonal skills</li><li>
Strong analytical, financial, and balanced decision-making skills</li><li>
Advanced financial modeling skills are required, including those required for credit applications and Quarterly Credit Watch presentations</li></ul>
The typical base pay range for this role is between $100K-$110K depending on job-related knowledge, skills, experience and location. This role will be eligible for certain discretionary performance-based bonus and/or incentive compensation. Additionally, our Total Rewards program provides colleagues with a competitive benefits package (in accordance with the eligibility requirements and respective terms of each) that includes comprehensive health and wellness benefits, retirement plans, educational assistance and training programs, income replacement for qualified employees with disabilities, paid maternity and parental bonding leave, and paid vacation, sick days, and holidays. For more information on our Total Rewards package, please click the link below.
MUFG Benefits Summary
We 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 (i) the San Francisco Fair Chance Ordinance, (ii) the City of Los Angeles&rsquo; Fair Chance Initiative for Hiring Ordinance, (iii) the Los Angeles County Fair Chance Ordinance, and (iv) the California Fair Chance Act) to the extent that (a) an applicant is not subject to a statutory disqualification pursuant to Section 3(a)(39) of the Securities and Exchange Act of 1934 or Section 8a(2) or 8a(3) of the Commodity Exchange Act, and (b) they do not conflict with the background screening requirements of the Financial Industry Regulatory Authority (FINRA) and the National Futures Association (NFA). The major responsibilities listed above are the material job duties of this role for which the Company reasonably believes that criminal history may have a direct, adverse and negative relationship potentially resulting in the withdrawal of conditional offer of employment, if any.
The above statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities duties and skills required of personnel so classified.
We are proud to be an Equal Opportunity Employer and committed to leveraging the diverse backgrounds, perspectives and experience of our workforce to create opportunities for our colleagues and our business. We do not discriminate on the basis of race, color, national origin, religion, gender expression, gender identity, sex, age, ancestry, marital status, protected veteran and military status, disability, medical condition, sexual orientation, genetic information, or any other status of an individual or that individual&rsquo;s associates or relatives that is protected under applicable federal, state, or local law.</div>

Analyst, Portfolio Management Group - Diversified Industrials - Global Corporate & Investment Bank

JPMorganChase

<div>JOB DESCRIPTION 
The Global Fixed Income Currency and Commodities team (GFICC) at J.P. Morgan Asset Management is a leading fixed income manager with over $1 trillion in assets and expertise across major sectors and niche markets. Our shared research language, combining fundamental, quantitative valuation and technical inputs, facilitates the comparison of ideas across sectors and geographies. The Global Credit Team manages corporate bond portfolios utilizing a rigorous, disciplined investment process with emphasis on transparency, teamwork and close monitoring of risk. This process has helped us generate consistent alpha from sector and security selection over the longer term, across conservative buy and hold strategies, benchmarked accounts with differing alpha targets, and total return&ndash;focused portfolios, including those within our flagship multi-asset strategies.
As the Investment Grade Credit Portfolio Manager within the Fixed Income team, you will have a proven track record of consistent alpha generation and a strong fiduciary mindset. You will report into the Head of US Credit and work closely with a team of deeply experienced portfolio managers, fundamental credit research analysts and traders. You will be based in New York and will coordinate with a large team of portfolio managers and credit analysts in NY, Columbus, and London, including the Global Head of Credit.
Job Responsibilities<ul><li>
Translate investment process outputs into recommendations and implement across portfolios</li><li>
Generate positive sector alpha and influence cross-sector discussions by partnering with research to surface key developments and translate analyst insights into actionable positioning
</li><li>Identify trades, rotations, and relative value (RV) opportunities and size appropriately, balancing return vs. risks and aligning it with portfolio objectives.</li><li>
Identify developing themes early and recommend how to maneuver portfolios to benefit from them, including assigning appropriate risk to nascent themes.</li><li>
Adapt quickly when facts change and recommend concrete portfolio risk adjustments
</li><li>Partner effectively with other PMs, research, traders, and risk/governance teams
</li><li>Maintain command of key portfolio metrics and advanced risk measures</li><li>
Provide weekly thematic relative value/market-direction updates that provide monetizable opportunities and present differing views with supporting evidence to challenge and strengthen team positioning.</li><li>
Contribute to platform content and articulate and advocate investment views in regular forums, building clear, consistent arguments that help steer strategy across the platform and calibrate portfolio positioning.</li></ul>
Required qualifications, capabilities and skills
<ul><li>Minimum of 10 years of credit investing / portfolio management experience</li><li>
Deep knowledge of fixed income and credit markets</li><li>
Strong fiduciary mindset</li><li>
Proven track record of delivering alpha through sector/security selection while taking into account macro strategy</li><li>
Collaborative investor that embraces a team based approached
</li><li>Clear and effective communicator willing to engage in lively investment discussions</li><li>
Familiarity with portfolio/risk management tools</li><li>
Proactive in adopting and leveraging new technologies to drive efficiency, enhance decision-making, and improve investment outcomes</li></ul>
Preferred qualifications, capabilities and skills<ul><li>
CFA designation and/or a postgraduate degree a plus</li></ul>
ABOUT US 
<div>
<div>JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world&rsquo;s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
</div><div>We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
<div>We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants&rsquo; and employees&rsquo; religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase &amp; Co. is an Equal Opportunity Employer, including Disability/Veterans 
</div></div></div> 
 
ABOUT THE TEAM 
J.P. Morgan Asset &amp; Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.</div>

Asset Management - Investment Grade Credit Portfolio Manager - Executive Director

BlackRock

<div>
 
 About This Role
 
 
 
 BlackRock's Investment &amp; Portfolio Solutions (IPS) mission is to bring our clients investable market insights tied to product and portfolio solutions across the full range of public and private markets. We strive to drive commercial outcomes with actionable market views and portfolio insights to help build better portfolios. The portfolio consulting team is an investment team that specializes in building custom investment solutions using deep investment expertise, cutting-edge technology, and market insights. Consultants are client-facing technical professionals who work alongside distribution teams to lead engagements that diagnose client investment challenges and shape solutions. They partner closely with investment strategy, product, and portfolio management teams across the business to drive value in client relationships. The team covers institutional client segments such as asset managers, insurance companies, pensions, endowments, foundations, and family offices, as well as the retail advisory segment.
 
 
 
 Primary Responsibilities
 
 
 
 <ul>
 <li>
 Partnering with the Sales team to integrate Portfolio Consulting as a key driver of whole-portfolio solutions for predominantly institutional clients.
 </li>
 <li>
 Responding to client consulting requests by crafting robust portfolio analyses. Types of requests include, but are not limited to, returns-based style analysis, holdings-based risk factor analysis, stress testing evaluations, and tracking error optimizations.
 </li>
 <li>
 Supporting client conference calls by delivering market knowledge and contributing to the construction of efficient and thoughtful investment solutions, with considerations for current economic conditions.
 </li>
 <li>
 Partnering with teams across the firm to leverage best practices, expertise, and tools to enhance investment capabilities and create additional capacity.
 </li>
 <li>
 Contributing to the development and execution of channel business strategy, including delivery of existing objectives and applying technology to build scale.
 </li>
 <li>
 Supporting the prioritization of client engagements and internal initiatives under senior team guidance.
 </li>
 <li>
 Contributing to presentations and investment papers that effectively communicate insights, strategies, and research to clients and stakeholders.
 </li>
 <li>
 Continually expanding and deepening investment, portfolio construction, and product suite knowledge.
 
 
 </li>
 </ul>
 
 Skills &amp; Qualifications
 
 
 
 <ul>
 <li>
 3&ndash;5 years of experience in investment management, portfolio analytics, financial services, or a related field.
 </li>
 <li>
 BA/BS in finance, economics, or a related field; CFA designation or progress toward CFA is desirable.
 </li>
 <li>
 Strong interpersonal and relationship management skills.
 </li>
 <li>
 Strong written and verbal communication skills, including the ability to convey complex investment information clearly.
 </li>
 <li>
 An understanding of ETFs, mutual funds, and other investment vehicles.
 </li>
 <li>
 Knowledge of private markets and the role of alternatives in a portfolio.
 </li>
 <li>
 Comfort with public speaking and client-facing presentation delivery.
 </li>
 <li>
 Detail-oriented with strong analytical skills to interpret complex investment product information and identify appropriate solutions for investment professionals.
 </li>
 <li>
 Ability to work flexibly and adapt to changing requirements and priorities.
 </li>
 <li>
 Strong Excel and PowerPoint skills required. Familiarity with industry software (Morningstar Direct, Bloomberg, Refinitiv, MPI, etc.) is a plus.
 </li>
 <li>
 Familiarity with AI tools and emerging technologies that can enhance research, analytics, and workflow efficiency, with an understanding of responsible use, governance, and quality control in an investment environment is a plus.
 </li>
 <li>
 Collaborative individual with strong ethical values.
 
 
 </li>
 </ul>
 For New York, NY Only the salary range for this position is USD$116,000.00 - USD$155,000.00 . Additionally, employees are eligible for an annual discretionary bonus, and benefits including healthcare, leave benefits, and retirement benefits. BlackRock operates a pay-for-performance compensation philosophy and your total compensation may vary based on role, location, and firm, department and individual performance.
 
 
 
 Our Benefits
 
 
 
 To help you stay energized, engaged and inspired, we offer a wide range of benefits including a strong retirement plan, tuition reimbursement, comprehensive healthcare, support for working parents and Flexible Time Off (FTO) so you can relax, recharge and be there for the people you care about.
 
 
 
 Our hybrid work model
 
 
 
 BlackRock&rsquo;s hybrid work model is designed to enable a culture of collaboration and apprenticeship that enriches the experience of our employees, while supporting flexibility for all. Employees are currently required to work at least 4 days in the office per week, with the flexibility to work from home 1 day a week. Some business groups may require more time in the office due to their roles and responsibilities. We remain focused on increasing the impactful moments that arise when we work together in person &ndash; aligned with our commitment to performance and innovation. As a new joiner, you can count on this hybrid model to accelerate your learning and onboarding experience here at BlackRock.
 
 
 
 About BlackRock
 
 
 
 At BlackRock, we are all connected by one mission: to help more and more people experience financial well-being. Our clients, and the people they serve, are saving for retirement, paying for their children&rsquo;s educations, buying homes and starting businesses. Their investments also help to strengthen the global economy: support businesses small and large; finance infrastructure projects that connect and power cities; and facilitate innovations that drive progress.
 
 
 This mission would not be possible without our smartest investment &ndash; the one we make in our employees. It&rsquo;s why we&rsquo;re dedicated to creating an environment where our colleagues feel welcomed, valued and supported with networks, benefits and development opportunities to help them thrive.
 
 
 For additional information on BlackRock, please visit @blackrock | Twitter: @blackrock | LinkedIn: www.linkedin.com/company/blackrock
 
 
 BlackRock is proud to be an equal opportunity workplace. We are committed to equal employment opportunity to all applicants and existing employees, and we evaluate qualified applicants without regard to race, creed, color, national origin, sex (including pregnancy and gender identity/expression), sexual orientation, age, ancestry, physical or mental disability, marital status, political affiliation, religion, citizenship status, genetic information, veteran status, or any other basis protected under applicable federal, state, or local law.
 
 View the
 
 
 EEOC&rsquo;s Know Your Rights poster and its supplement
 
 
 and the
 
 
 pay transparency statement.
 
 
 
 BlackRock is committed to full inclusion of all qualified individuals and to providing reasonable accommodations or job modifications for individuals with disabilities. If reasonable accommodation/adjustments are needed throughout the employment process, please email Disability.Assistance@blackrock.com. All requests are treated in line with our
 
 privacy policy
 
 .
 
 
 BlackRock will consider for employment qualified applicants with arrest or conviction records in a manner consistent with the requirements of the law, including any applicable fair chance law.
</div>

Associate, Investment Solutions/Portfolio Consulting

Brookfield Renewable

<div>
 
 
 About Us
 
 
 
 Brookfield Renewable, as one of the core businesses under Brookfield Corporation, is one of the world&rsquo;s largest owners, operators, and developers of renewable power, with $125 billion of power assets under management. Our diverse portfolio of hydro, wind, solar, distributed energy, storage, and sustainable solutions extends across five continents, totaling over 46,000 megawatts of generating capacity. We use our operating capabilities, scale and global reach to develop and operate a high-quality clean energy portfolio in a responsible manner, helping accelerate the global transition to net zero.
 
 
 
 
 
 
 Organization Overview:
 
 
 
 Northview Energy is a privately held renewable energy company that will acquire, own, and operate a diversified portfolio of contracted, utility‑scale renewable assets across the United States and Canada. The company&rsquo;s 2.3‑gigawatt seed portfolio comprises 22 high‑quality solar and onshore wind assets located in six high-growth power markets. Supported by long‑term institutional capital, Northview Energy is built for durable growth and active asset ownership, combining disciplined investment underwriting with hands‑on operational oversight.
 
 
 Northview Energy has an entrepreneurial and collaborative culture with a strong emphasis on accountability, quality, and long‑term value creation. We seek individuals who take ownership, work effectively across functions, and are motivated by building and scaling a renewable energy platform over time. Northview Energy is committed to developing its people through challenging assignments, thoughtful collaboration, and exposure to a diversified operating portfolio.
 
 
 
 
 
 
 About the Role
 
 
 
 The Senior Analyst or Manager, FP&amp;A will deliver financial planning and forecasting, analyze portfolio performance, support asset integrations, and collaborate with department leaders to provide insights for management reporting.
 
 
 
 
 
 
 Key Responsibilities
 
 
 <ul>
 <li>
 Coordinate the annual budgeting and forecasting process across the operating platform, including consolidating and analyzing results and preparing reports for senior management
 </li>
 <li>
 Analyze results, perform comprehensive budget vs. actual variance analyses, and identify business drivers to support ongoing growth and performance benchmarking
 </li>
 <li>
 Work on monthly, quarterly, and annual consolidation reports for different reporting packages to Management team with in-depth analysis.
 </li>
 <li>
 Support quarterly investment valuations, review/build DCF models, challenge assumptions, and prepare valuation insights and scenario analysis for senior management
 </li>
 <li>
 Partner with cross functional teams (Operations, Accounting, Treasury) and portfolio companies to monitor KPI and identify risks and opportunities to financial targets
 </li>
 <li>
 Manage and automate systems / tools in FP&amp;A consolidation.
 </li>
 <li>
 Manage and conduct ad hoc projects, data-driven analyses, and reporting as required by senior management.
 </li>
 </ul>
 
 
 
 
 
 Knowledge and Experience Required
 
 
 <ul>
 <li>
 University degree in Business or Finance or related field
 </li>
 <li>
 Professional designation (CPA, CFA)
 </li>
 <li>
 3+ years of financial planning and analysis or relevant experience
 </li>
 <li>
 Strong written and verbal communication across peers and leadership
 </li>
 <li>
 Advanced skills in MS Excel
 </li>
 <li>
 Strong analytical skills with attention to detail, organized, and precise
 </li>
 <li>
 Previous experience in renewable energy, infrastructure, real estate development, or construction industry
 </li>
 <li>
 Self-motivated and proactive nature with problem solving mindset
 </li>
 <li>
 Experience with FP&amp;A and Accounting systems a plus: OneStream, IFS
 </li>
 </ul>
 
 Note: Offices continue to be central to collaboration and Brookfield&rsquo;s identity. This position requires the employee to be on-site to perform most effectively.
 
 
 
 
 
 Salary: $110,000 - $170,000, bonus eligible.
 
 
 
 
 
 
 Working here, you will enjoy:
 
 
 
 At Brookfield, your goals are a priority. We start with your strengths and ambitions as an employee and strive to create opportunities to tap into your potential.
 
 
 
 
 <ul>
 <li>
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 Brookfield Renewable embraces and promotes the principles of diversity, equity, and inclusion. We welcome and encourage applications from all qualified candidates, including women, Indigenous peoples and other persons of all races, ethnic origins, religions, abilities, sexual orientations, and gender identities and expressions. We also provide accommodation during all parts of the hiring process, upon request. If contacted to proceed to the recruitment process, please advise us if you require any accommodation.
 
 
</div>

Senior Analyst or Manager, FP&A

<div>JOB DESCRIPTION 
JPMorgan Chase &amp; Co. is a leading global financial services firm with assets of more than $2 trillion, over 200,000 employees and operations in over 60 countries. It operates across six business segments including Investment Banking, Commercial Banking, Treasury &amp; Securities Services, Asset &amp; Wealth Management, Retail Financial Services and Card Services. The Portfolio Management Group (PMG) is the implementation engine for the Private Bank&rsquo;s discretionary investment business and manages more than $375 billion across more than 500,000 mandates, including individual client accounts, regulated funds (e.g. UCIT&rsquo;s, 40 Act, etc.) and other co-mingled investment vehicles (e.g. 3C7 funds).
The Role The PMG model portfolio team is responsible for managing multi- and single-asset class discretionary portfolios. Each of our investment solutions reflects our vast market resources, broad global reach and rigorous risk management process as part of a boutique investment offering within JPMorgan Wealth Management Solutions.
The Vice President, Investment Product Specialist will:<ul>
<li>Own the design, implementation, and ongoing management of security‑level model portfolios across a complex, diversified account base, accountable for outcomes versus benchmarks and risk parameters.</li>
<li>Lead portfolio construction in partnership with the CIO and PMG Asset Class Specialist teams; translate top‑down views into implementable models, trade lists, and rebalancing frameworks.</li>
<li>Define and govern allocation and performance measurement frameworks; oversee attribution analysis and present drivers of returns and risk to senior forums and governance committees.</li>
<li>Oversee trade monitoring, exceptions, and controls; sign off on releases/changes and ensure timely escalation and remediation where required.</li>
<li>Serve as a senior point of contact to Investors, Portfolio Specialists, and Manager Solutions; clearly articulate the managed platform value proposition and handle complex stakeholder escalations.</li>
<li>Drive audit and compliance readiness; coordinate materials for quarterly board meetings and support regulatory and internal review requests with audit‑ready documentation.</li>
<li>Maintain and enhance the control environment; ensure adherence to internal governance structures and risk management monitoring; lead issue management and sustainable fixes.</li>
<li>Mentor and provide direction to Associates/Analysts; set priorities, review outputs, and foster an inclusive, high‑performance culture.</li>
<li>Partner with Technology and Data teams to enhance tooling and analytics; define requirements for automation, model scalability, and production data quality; lead UAT as needed.</li>
<li>Contribute to platform roadmap and product development; evaluate new models, instruments, and implementation approaches to improve client outcomes and operational resiliency.</li></ul>
Qualifications<ul>
<li>7+ years of relevant experience in portfolio research, portfolio management, portfolio monitoring/risk, or quantitative analytics within wealth or asset management; experience with model portfolios strongly preferred.</li>
<li>Proven advanced Excel expertise; strong, demonstrated experience with Python or other scripting languages preferred.</li>
<li>Demonstrated leadership in multi‑stakeholder environments, including running governance routines and influencing senior stakeholders.</li>
<li>Strong understanding of investments with the ability to convert insights into clear executive narratives and recommendations.</li>
<li>3&ndash;5+ years of hands‑on data analytics experience; ability to build/maintain analytical processes that support portfolio oversight.</li>
<li>Post‑graduate degree indicating strong quantitative and technical ability preferred.</li>
<li>Private Banking experience a plus; CFA or FRM designation (or progress toward) preferred.</li>
<li>Excellent written and verbal communication skills; able to engage effectively with senior management, quants, technologists, and project managers.</li></ul>
ABOUT US 
<div>
<div>JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world&rsquo;s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
</div><div>We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
<div>We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants&rsquo; and employees&rsquo; religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase &amp; Co. is an Equal Opportunity Employer, including Disability/Veterans 
</div></div></div> 
 
ABOUT THE TEAM 
 
J.P. Morgan Asset &amp; Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.</div>

Wealth Management Solutions, Investment Product Specialist - VP

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