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As a Software Engineer on the Institutional Portfolio Management team, you will work in an agile environment to develop full-stack solutions, interface with front office users, enhance trade ticketing and portfolio management workflows, and provide technical support. Responsibilities include collaborating with business users, defining system requirements, and owning solutions throughout the software development lifecycle.
The Client Manager will support Consultant Relations Directors in the institutional client service team, providing exceptional service to institutional investment consultants, preparing for meetings, and coordinating responses to proposals and information requests. They will also maintain accurate consultant records and leverage the firm’s intellectual capital to enhance client engagement.
The Technical Lead Developer will collaborate with architecture teams to develop a major module for Fixed Income business. Responsibilities include coding, conducting meetings with stakeholders to understand needs, mentoring junior developers, improving coding practices, and developing an automated testing framework.
The Fund Administration Team Leader manages day-to-day activities within the Global Fund Administration team, providing direction and training to staff, resolving complex issues, overseeing audit processes, and enhancing departmental efficiencies while ensuring high-quality service for internal and external customers.
Experienced Insurance Portfolio Manager with a deep understanding of fixed income products and insurance company regulations. Responsible for optimizing client objectives while managing risk. Skilled in asset-liability management, strategic asset allocation, and derivative strategies. Strong communication and project management skills. Client-focused with a track record of relationship development. Minimum 10 years of investment management experience, including 7 years in managing insurance portfolios.
The Regional Sales Consultant will support sales initiatives, client servicing, and relationship-building alongside an external wholesaler. Responsibilities include understanding firm products, making proactive sales calls, conducting competitive analysis, and managing the assigned sales region effectively.
Regional Manager position within a leading global investment management firm. Responsible for developing and servicing sales with financial advisors in Wisconsin. Requires 7+ years of experience in growing sales with financial advisors and active Series 7 and 63 licenses.
As a People Operations Specialist, you will support HR processes, ensure compliance, manage employee data, assist with payroll and benefits administration, and facilitate employee inquiries. You will collaborate with various teams to enhance employee experience and participate in special People projects.
The People Analytics Analyst collects and analyzes workforce data to provide actionable insights aimed at improving employee experience and organizational performance. This role involves data analysis, creating dashboards, conducting statistical analyses, and collaborating with various departments to support data-driven HR strategies.
The AI Prompt Engineer will leverage large language models to enhance investment outcomes and efficiency, train colleagues on LLM tools, design and refine prompts, monitor AI performance, and analyze large datasets to derive insights. They assist in improving AI-generated content through experimentation and best practices in prompt engineering.
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