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Responsible for trading, oversight, and management of the Commercial Mortgage-Backed Securities portfolio, identifying investment opportunities, and presenting investment thesis to clients and stakeholders.
As a Data Analyst, you'll drive strategic objectives by enhancing productivity through data governance and analytics. Responsibilities include managing product backlogs, collaborating with business leaders, and contributing to data mastery and self-service analytics initiatives. Your role will leverage AWS tools and require strong analytical and ETL development skills.
The Sr. Data Scientist on the Client Insights and Analysis Team will serve as a primary insights provider for the Wealth Management business channel. Responsibilities include working with business decision-makers to identify business issues, explore data mining opportunities, build statistical models, present analytical results, and provide actionable insights.
The Regional Associate provides sales support to clients and prospects in Intermediary sales, engaging in both inbound and outbound calls, qualifying new leads, and maintaining client relationships. This role involves working closely with the sales team and completing assignments as needed, alongside continuous learning about the investment management industry.
The Compliance Senior Analyst assists in supporting compliance efforts related to broker-dealer and transfer agency activities, ensuring adherence to SEC, FINRA, and MSRB regulations. Responsibilities include conducting filings, overseeing regulatory processes, managing compliance reviews, training employees, and updating policies and procedures.
The Portfolio Solutions Analyst will assist portfolio managers with implementing active investment strategies. Responsibilities include preparing data for portfolio rebalances, analyzing performance attribution, ensuring regulatory compliance, and contributing to investment enhancements.
The IT Data Manager will lead the development and operations of Enterprise Data teams, focusing on data management initiatives, including master data and reporting. Responsibilities include building an enterprise data ecosystem, analyzing business and technical requirements, implementing process improvements, and providing leadership and mentorship to data teams.
The Summer Associate will provide fundamental equity research for the Global Value and Global Growth Equity team, analyze common stocks and industry groups, prepare analytical data for meetings, and support investment decision-making through collaboration with experienced professionals.
The Quantitative Analyst will integrate quantitative and fundamental analysis within the U.S. Midcap Growth investment team, focusing on stock selection and portfolio construction. Responsibilities include researching strategies, enhancing investment processes, analyzing risk and return, developing investment ideas, and performing fundamental analyses of companies.
As a Software Engineer Specialist, you will lead the design, development, and support of technology tools for Portfolio Management. This role involves application development, systems integration, and working with complex datasets to create scalable solutions, while collaborating with various teams.
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