Citi's mission is to serve as a trusted partner to our clients by responsibly providing financial services that enable growth and economic progress. Our core activities are safeguarding assets, lending money, making payments and accessing the capital markets on behalf of our clients. We have 200 years of experience helping our clients meet the world's toughest challenges and embrace its greatest opportunities. We are Citi, the global bank – an institution connecting millions of people across hundreds of countries and cities.

For information on Citi’s commitment to privacy, visit on.citi/privacy.

Industry: Financial Services
Company Size: 10,001+ employees

Citi

Savvy Admin PROD

The Investment Associate Group Manager is accountable for management of complex/critical/large professional disciplinary areas. Leads and directs a team of professionals. Requires a comprehensive understanding of multiple areas within a function and how they interact in order to achieve the objectives of the function. Applies in-depth understanding of the business impact of technical contributions. Strong commercial awareness is a necessity. Generally accountable for delivery of a full range of services to one or more businesses/ geographic regions. Excellent communication skills required in order to negotiate internally, often at a senior level. Some external communication may be necessary. Accountable for the end results of an area. Exercises control over resources, policy formulation and planning. Primarily affects a sub-function. Involved in short- to medium-term planning of actions and resources for own area.

**Responsibilities:**

- Lead produce growth in investment revenue and AUMs with Ultra High Net Worth clients. Experienced in constructing and overseeing investment portfolios as well as in delivering advice and guidance on markets and actionable investment ideas. Credibility to cultivate trusting, productive relationships with key partners throughout Wealth and the wider Citi. Entrepreneurial and capable of bringing in new clients/investment management mandates to the bank.They will have an exceptional understanding of, and ability to communicate, the full range of investment themes, products and services Citi Wealth offers to clients, including, though not limited to, capital market solutions, and traditional and alternative investments.

- Candidates for this position will be able to instill collaborative and team-oriented behavior, and to leverage a wide array of product and other specialists, as well as other divisions within Citigroup, to broaden investment relationships and add the most value to clients. Understand how to align products and other investment solutions with asset allocation targets, risk management parameters and client goals.

- As the Wealth and Citi product platforms are unusually broad and deep, the candidate must have a strong ability to coach experienced Investment Associates and colleagues in the best ways to apply products to serve clients. Wealth employs a team-based client coverage model, and the candidate will demonstrate an ability to partner very closely and effectively with management colleagues in order to coach, support and motivate client-facing professionals. Demonstrating such partnership with the Banking Regional Head, and with other product leaders in Investments and beyond, is essential.

- For those clients covered directly by the candidate, function as the primary client contact and trusted investment advisor for clients, including direct selling , determining suitability, identifying product specific opportunities, portfolio advice and after sales execution (in partnership with the Banker team)

- Implement a strategic advisory approach to account planning, focusing on the investment relationship in partnership with the Banker

- Arrange and lead regular (quarterly) investment and business reviews with assigned clients.

- Actively look for cross sell opportunities in others areas of the bank, in particular lending, trust and institutional markets solutions, etc.

- Partner with Bankers to prospect for new investment business

- Understand the investment needs of assigned clients (i.e. return expectation, risk appetite, time horizon, liquidity needs, etc.) and ensure that positions are in line with client risk profiles.

- Minimize the client’s and Wealth’s exposure to risk by observing suitability policies and by monitoring and communicating changes in the client’s financial condition as well as industry and economic trends

- Observe suitability and credit polices at the point of client transactions for trade approval

- Recommend strategic and tactical asset allocation in line with Wealth’s house view

- Oversee and coordinate the portfolio construction and implementation of investment mandates across all appropriate internal resources such as the Investment Lab, Capital Market Specialists, Managed Investment Specialists, etc.

- Provide direct and active ongoing portfolio advice to assigned client

- Uncover needs that are not clearly expressed by the client

- Be able to advise and influence clients, overcome objections and demonstrate the confidence to close significant business.

- Lead investment discussions and presentations in one-on-one settings, in small groups, and with larger audiences.

- Communicate complex technical details easily and consistent with the level of sophistication of the client or sales team member.

- Diplomacy and influence skills to build partnerships and succeed in a highly decentralized, matrixed and entrepreneurial business model

- Demonstrates resilience and ability to thrive and deliver results in a high pressure, global, rapidly changing and often ambiguous environment

- Exemplify the highest standards of conduct in all their professional activities and will faithfully observe the letter and spirit of Citi’s policies and principles.

- Knowledge of and ability to communicate capital markets strategies (equity, fixed income, FX derivatives, rates, credit, structured products) with clients.

- Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency, as well as effectively supervise the activity of others and create accountability with those who fail to maintain these standards.

**Qualifications:**

- 10+ years of experience

- Robust experience in providing investment advice and solutions as well as managerial experience.

- Bachelor's degree; Robust experience in providing investment advice and solutions as well as managerial experience.

- Prior managed investment experience with a strong ability to explain and implement asset allocation and individual asset classes. Ability to articulate and advocate the house view of Citi and Wealth as well as the investments Citi recommends.

- US Only: S7, S66 (or 63 & 65) & S3; NOTE: Securities Industry Exam (SIE is a prerequisite to the S7)

**Education:**

- Bachelor's/University degree, Master's degree preferred

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**Job Family Group:**

Private Client Product Services

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**Job Family:**

Investment Counselor

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**Time Type:**

Full time

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**Primary Location:**

New York New York United States

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**Primary Location Full Time Salary Range:**

$211,280.00 - $316,920.00

In addition to salary, Citi’s offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.

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**Most Relevant Skills**

Please see the requirements listed above.

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**Other Relevant Skills**

For complementary skills, please see above and/or contact the recruiter.

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**Anticipated Posting Close Date:**

May 27, 2026

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~~Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.~~

~~If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi.View Citi’s EEO Policy Statement and the Know Your Rights poster.~~

Investment Associate - Group Manager - Senior Vice President

With a history tracing its roots to 1799 in New York City, JPMorganChase is one of the world's oldest, largest, and best-known financial institutions—carrying forth the innovative spirit of our heritage firms in global operations across 100 markets.
 
We serve millions of customers and many of the world’s most prominent corporate, institutional, and government clients daily, managing assets and investments, offering business advice and strategies, and providing innovative banking solutions and services.

Social Media Terms and Conditions: https://bit.ly/JPMCSocialTerms

© 2024 JPMorgan Chase & Co. All rights reserved. JPMorganChase is an Equal Opportunity Employer, including Disability/Veterans.

Industry: Financial Services
Company Size: 10,001+ employees

JPMorganChase

**Job Description**

Credit Research is where markets, news, and fundamentals collide daily—and where strong, differentiated views matter. In this role, you will dig into financials, form views quickly, and communicate them clearly, translating complex company and sector dynamics into actionable insights for some of the world’s most sophisticated institutional investors.

**Job Summary**

As a Sell-Side Credit Research Analyst covering Latin America corporates, you will support sector and issuer coverage end-to-end: analyzing earnings and filings, tracking breaking news and macro trends, building and maintaining financial models, and producing timely research on credit risk, valuation, and relative value. You will collaborate closely with internal stakeholders—including economists, equity analysts, and EM counterparts across Asia and CEEMEA—while developing your own coverage capabilities and client voice. Latin America is a predominantly high yield region with a complex credit landscape, frequent idiosyncratic events, and a high incidence of governance and fraud risk—candidates must be prepared to operate with the analytical rigor and intellectual independence that this environment demands.

Job responsibilities

- Own day-to-day monitoring of assigned sectors and issuers, staying ahead of catalysts, credit events, flows, and fundamental developments across Latin America’s diverse corporate landscape

- Analyze earnings releases, regulatory filings, and financial disclosures, translating takeaways into a clear, differentiated credit view with speed and precision

- Assess macro developments (commodities, FX, rates, politics) and their implications for spreads, ratings, capital structures, and refinancing capacity

- Build, maintain, and enhance financial statement models and key credit metrics, focusing on leverage, liquidity, coverage ratios, and maturity profiles

- Perform valuation and relative value analysis across issuers, curves, and capital structures to identify actionable opportunities for clients

- Produce publication-ready research (earnings updates, initiations, credit events, thematic notes) with high analytical integrity and writing quality

- Communicate views in live client discussions and internal forums, supporting franchise and external rankings through proactive engagement

**Required Qualifications, Capabilities, And Skills**

- 6+ years of experience in credit research, investment banking, corporate finance, or another rigorous analytical role

- Deep understanding of corporate credit fundamentals, including accounting and capital structure analysis, and the ability to translate financials into actionable credit implications

- Demonstrated experience analyzing high yield credits, distressed situations, and complex capital structures

- Advanced Excel financial modeling skills, including building and maintaining detailed financial statement models from scratch

- Fluency with AI-enabled tools and data platforms to accelerate and enhance analytical output

- Exceptional writing and presentation skills, producing clear, precise, publication-ready work under time pressure

- Ability to form and defend independent, differentiated views in a fast-moving, high-pressure environment

**Preferred Qualifications, Capabilities, And Skills**

- Prior sell-side or buy-side credit research experience with direct coverage of Latin American corporates

- Sector expertise in one or more areas (e.g., oil and gas, mining, utilities, infrastructure, consumer, transportation, pulp and paper, agribusiness, TMT, cement and construction, financial institutions)

- Proficiency with Bloomberg, FactSet, and other market data platforms

- Familiarity with local market dynamics, regulatory frameworks, and corporate governance standards across key Latin American jurisdictions (e.g., Brazil, Mexico, Colombia, Chile, Argentina, Peru)

**ABOUT US**

JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world’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.

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.

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’ and employees’ 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 & Co. is an Equal Opportunity Employer, including Disability/Veterans

**About The Team**

J.P. Morgan’s Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.

Global Research - Latam Corporate Credit - Vice President

Delivering trusted financial data across 5,300+ global tickers that powers AI agents, LLMs, and leading financial institutions worldwide.

Analysts at the top investment firms use our workflow solutions to save valuable time and accelerate their decision making. We also provide the core AI data infrastructure that underpins the best financial agents and are the partner of choice for the leading global AI companies, including OpenAI and Anthropic.

Get in touch at hello@daloopa.com.

Industry: Software Development
Company Size: 51-200 employees

Daloopa

**About Daloopa, Inc.**

Daloopa is transforming how investment professionals work. Our mission is to eliminate the slow, error-prone parts of fundamental research—without sacrificing accuracy or auditability.

Founded by a former equity research analyst and top engineers, we built an AI-powered platform that converts complex financial filings, transcripts, and KPIs into clean, hyperlinked, customizable data. This means analysts spend less time on manual tasks and more time generating insights that drive performance.

Today, Daloopa powers the workflows of leading investment teams worldwide—helping them move faster, think deeper, and make every decision with confidence. If you’re passionate about building technology that solves real-world problems and want to make an impact, join us and help redefine the future of investment research.

**Why ** **Daloopa?**

- Competitive pay + performance incentives

- Equity in a fast-growing FinTech

- Hybrid work schedule (3 days in-office)

- Career growth and mentorship opportunities

- A vibrant, collaborative culture

- Full benefits package

**About The Role**

**Location: ** New York City (Hybrid office/remote schedule)

**Compensation: ** $183k - $204k annualized + equity + benefits (This range is reflective of level of contribution. Candidates who fully match what we’re looking for in this role will be at the top of the range.)

**About The Role**

At Daloopa, we’re building AI-powered products that transform how financial analysts work, eliminating manual processes and unlocking efficiency at scale. As a Senior Product Manager, you’ll own and accelerate Scout. Scout is our next-generation AI native product, evolving the way we always intended; from a tool that responds to prompts to one that truly understands, executes, and works alongside an analyst’s workflows. This is a high ownership role focused on transforming Scout into a workflow-driven product used by analysts, not just an Excel prompt-based tool.

You’ll be responsible for defining product direction, driving execution, and turning AI capability into real habitual user behavior. You’ll collaborate with engineering, design, operations, and go-to-market teams to deliver a roadmap that keeps our product differentiated, scalable, and deeply aligned with customer needs. This is an opportunity to build products at the frontier of AI-driven workflows in an industry just beginning its transformation.

**What ** **You’ll ** **Do**

- Own product strategy and roadmap for Scout

- Define and build core analyst workflows (modeling, comps, forecasting)

- Drive user engagement and repeat usage (WAU, DAU, habit formation)

- Translate AI capabilities into intuitive, repeatable product experiences

- Leverage AI tools directly to prototype, explore, and validate ideas quickly

- Lead execution with engineering and design

- Communicate clearly with founders, executives, and stakeholders

- Build alignment and earn trust across your EPD squad

**Who You Are**

- 5+ years experience in product management

- Experience building 0 -> 1 or early stage products

- Background in AI/ML, technical, or workflow-based products

- High agency, with strong ownership and a bias for action

- Comfortable operating in ambiguity and moving without direction

- Resilient and persistent in driving outcomes

- Highly structured and clear communicator

- Strong ability to influence and align cross-functional teams

- AI fluent: you already use AI tools to build, prototype, and think

**Success Looks Like**

- You’ll know and understand the product from end to end.

- You own the product strategy and execution—delivering measurable growth, improving user experience, and ensuring the product scales effectively as the company grows.

- Within the first 6–12 months, success will include impactful feature launches and strong collaboration with engineering and design to drive adoption and retention.

**Apply**

If you’ve built and launched AI products and can show real results, we’d love to meet you. Share examples of your work, such as a tool you built, a key contribution, or a metric that shows your impact.

Product Manager - AI

Guidepoint is a research enablement platform designed to advance understanding and empower our clients’ decision-making process. Powered by innovative technology, real-time data, and hard-to-source expertise, we enable our clients to turn answers into action.

Backed by a network of nearly 1.75 million experts, and Guidepoint’s 1,600 employees worldwide we inform leading organizations’ research by delivering on-demand intelligence and research on request. With Guidepoint, companies and investors can better navigate the abundance of information available today, making it both more useful and more powerful.

For more information, visit www.guidepoint.com.

Industry: Information Services
Company Size: 1,001-5,000 employees

Guidepoint

**Overview:**

The Insights product is a new offering for Guidepoint's Institutional investment and corporate clients, that offers teleconferences, surveys, and in-person events. The teleconferences live in a transcript library portal, which covers a wide of industries/topics that enables our clients to make informed decisions. All content features experts from Guidepoint’s proprietary global network and is conceptualized and hosted by former investment professionals (i.e. private equity/hedge fund), sell-side equity research analysts, and industry professionals.

We are seeking a highly motivated and experienced Equity Research professional to join our dynamic team. The ideal candidate will work closely with the Global Head of Healthcare to plan and execute primary research that addresses the evolving needs of our institutional investor clients in the biotech/pharma sector. This role involves identifying timely and topical ideas, leading expert interviews, mentoring junior analysts, and collaborating with the outreach team to generate valuable insights that drive client engagement.

**This is a hybrid position out of our New York City office**

**What You’ll Do:**

- Research Planning: Collaborate with the Global Head of Healthcare to design and implement primary research initiatives, focusing on assigned therapeutic areas and companies within Biotech/Pharma.

- Idea Generation: Generates ideas to generate content that are timely, topical, and aligned with the interests of US institutional investors.

- Expert Interviews: Lead and moderate interviews with physicians, researchers, and industry executives from Guidepoint’s extensive network of over 700,000 professionals, ensuring the extraction of valuable insights.

- Preparation and Analysis: Conduct thorough preparation for interviews by analyzing public company SEC filings, reviewing investor presentations, monitoring news releases, and assessing Wall Street research reports to ensure informed discussions.

- Team Management: Guide and mentor a team of junior analysts responsible for developing corporate content pertinent to the biotech and pharma sectors, fostering an environment of continuous learning and improvement.

-  Client Engagement : Develop and implement client engagement plans that reflect the unique needs and pipeline of relevant clients, maximizing their utilization of our Insights content.

- Training and Development: Provide rigorous ongoing training for junior analysts on various industry topics, including market analysis, investment research methodologies, mergers & acquisitions, and leveraged buyouts to enhance their professional growth.

- Collaboration: Partner with the outreach team to highlight content that have actionable takeaways to clients.

**What You Have:**

- Bachelor’s degree in Finance, Economics, Life Sciences, or a related field; advanced degrees (MBA, PhD) preferred.

- 10+ years of investment related research experience on buy side or sell side covering Biotech/Pharma. 7+ years of investment experience for Candidates who have MD or Ph.D degrees.

- Experience conducting therapeutics company research is required.

- Highly motivated and driven individual that demonstrated consistent performance.

- Proven track record of conducting and moderating expert interviews.

- Strong analytical skills with the ability to interpret complex information from various sources.

- Demonstrated experience in managing and developing teams, with effective mentoring capabilities.

- Excellent communication and interpersonal skills, with the ability to engage and influence stakeholders at all levels.

- Proficiency in research methodologies and tools, along with a strong understanding of investment principles and market trends.

- Ability to work in a fast-paced entrepreneurial environment

**What We Offer:**

The annual base salary range for this position is $200,000-$220,000. Additionally, this position is eligible for an annual discretionary bonus based on performance.

**You will also be eligible for the following benefits:**

- 15 PTO days, 10 legal holidays, and sick days

- Comprehensive medical, dental, and vision plans

- Will match up to 10% of employee contribution for 401(k), life insurance, paid time-off and parental leave plans

- Commuter benefits and a corporate gym rate

- Development opportunities through the LinkedIn Learning platform

- Free snacks and beverages in the office

- Friday happy hour and “Summer Fridays”

- Year-round corporate athletic league

- Casual work environment, team building, and other social events

**About Guidepoint:**

Guidepoint is a leading research enablement platform designed to advance understanding and empower our clients’ decision-making process. Powered by innovative technology, real-time data, and hard-to-source expertise, we help our clients to turn answers into action.

Backed by a network of nearly 1.5 million experts and Guidepoint’s 1,300 employees worldwide, we inform leading organizations’ research by delivering on-demand intelligence and research on request. With Guidepoint, companies and investors can better navigate the abundance of information available today, making it both more useful and more powerful.

At Guidepoint, our success relies on the diversity of our employees, advisors, and client base, which allows us to create connections that offer a wealth of perspectives. We are committed to upholding policies that contribute to an equitable and welcoming environment for our community, regardless of background, identity, or experience.

Base salary may vary depending on job-related knowledge, skills, and experience, as well as geographic location.

**Compensation**

$220,000—$220,000 USD

Strategist, Therapeutics

We use AI to understand human ability and match talent with the opportunities they're best suited for.

Industry: Software Development
Company Size: 51-200 employees

Mercor

**About The Job**

**Mercor ** connects elite creative and technical talent with leading AI research labs. Headquartered in San Francisco, our investors include **Benchmark **, **General Catalyst **, **Peter Thiel **, **Adam D'Angelo **, **Larry Summers **, and **Jack Dorsey **.

**Position: ** Venture Capital Expert

**Type: ** **Contract**

**Compensation: ** **$100/hour**

**Location: ** **Remote**

**Duration: ** **Minimum four weeks**

**Commitment: ** **10+ hours/week**

**Role Responsibilities**

- Evaluate and create board materials for venture capital projects.

- Conduct market sizing/TAM analysis to inform investment decisions.

- Develop investment/analysis summaries and memos for strategic insights.

- Source and identify potential deal opportunities in the venture capital space.

- Work independently and asynchronously to meet project deadlines.

- Contribute to projects with potential for future engagement with Mercor.

**Qualifications**

**Must-Have**

- At least 2 years of experience in venture capital at top firms.

- Experience in board materials creation.

- Proficiency in market sizing/TAM analysis.

- Skills in investment/analysis summaries and memos.

- Experience in sourcing for deals.

**Compensation & Legal**

- Hourly contractor

- Paid weekly

**Application Process (Takes 20–30 mins to complete)**

- Upload resume

- AI interview based on your resume

- Submit form

**Resources & Support**

- For details about the interview process and platform information, please check: https://talent.docs.mercor.com/welcome

- For any help or support, reach out to: support@mercor.com

~~PS: Our team reviews applications daily. Please complete your AI interview and application steps to be considered for this opportunity. ~~

Investment Analyst

BlackRock is a global asset manager and technology provider. Our purpose is to help more and more people experience financial well-being. We help millions of people invest to build savings that serve them throughout their lives. We make investing easier and more affordable. We advance sustainable investing because our conviction is it delivers better outcomes for investors. We contribute to a more resilient economy that benefits more people. 

Together with our clients, we’re contributing to a more equitable and resilient world – today and for generations to come. That’s why, we’re asking bigger questions – of ourselves, our industry, and the world at large. Questions that challenge convention and give rise to new thinking. Because the bigger questions we ask, the bigger actions we can take.  
  
Follow us for global insights shaping the economy, innovative thinking around the path to net zero and more information on culture and careers at BlackRock. 

https://bit.ly/3n6Fxdy

Industry: Financial Services
Company Size: 10,001+ employees

BlackRock

**About This Role**

**Function Description:**

The BlackRock Investment Stewardship team (BIS) operates across three regions – the Americas (New York, Washington DC, Wilmington and San Francisco); Europe, Middle East and Africa (London); and Asia-Pacific (Tokyo, Hong Kong, Singapore and Sydney) – and undertakes engagement with and proxy voting at portfolio companies on behalf of index clients globally. BIS is proud of our global reach and local presence.

This is an exciting opportunity to join a team of high performing specialists globally.

**Team Overview**

Investment stewardship is one way BlackRock fulfills our fiduciary responsibilities as an asset manager to our clients. BlackRock Investment Stewardship serves as a link between our clients and the companies they invest in. We take a long-term approach to stewardship, focused on engaging with company boards and executive leadership to understand the drivers of risk and financial value creation in companies’ business models. Our sole focus when we engage with companies or vote at shareholder meetings is to advance our clients’ financial interests. As part of our fiduciary duty to our clients, we consider it one of our responsibilities to promote sound corporate governance as an informed, engaged shareholder on their behalf.

**About The Position**

The BlackRock Investment Stewardship Professional will assist the lead proxy voting analysts covering companies in the LatAm Portfolio (including companies in Argentina, Brazil, Colombia, Chile, Mexico, Peru, etc.). They will provide support on portfolio company analysis, engagement, and voting. Over time, this position will also have coverage responsibilities for a portfolio of companies in the United States and Canada. The intention is for the person in this role to ultimately specialize in a subset of companies, and possibly some aspects of relevant policy, to support the delivery of our annual and long-term objectives. This position reports to a lead sector analyst in the BIS team.

**Key Responsibilities**

- Demonstrating expertise on sector dynamics, including key measures of economic performance, financial resilience, corporate strategy, corporate governance and material sustainability-related practices across the Latin America region

- Preparing for, leading (as needed), and documenting engagement meetings with portfolio companies

- Learning and applying BIS engagement priorities, proxy voting policies, and key industry initiatives that have impact on BIS principles

- Working with lead sector analyst(s) to implement BIS’ corporate governance policies

- Supporting data gathering, benchmarking, and reporting to inform voting decisions and policy positions

- Assisting in preparing position papers to facilitate issue discussion with broader BlackRock audiences

- Collaborating across the team to identify ways to improve policy and business processes

**The Tasks Involved In Fulfilling These Responsibilities Include**

- Preparing for engagement with senior representatives of portfolio companies, including crafting memos in preparation for meetings highlighting key data that will be useful in our engagement and stewardship efforts

- Analyzing and benchmarking financial and operational performance as well as governance and sustainability disclosure of portfolio companies

- Attending, documenting and leading (as needed) engagement efforts, including recording research notes to be stored and shared with select audiences across BlackRock

- Monitoring legal, regulatory or other market developments to improve the relevance of BlackRock’s principles and guidelines

- Participating in benchmarking analysis and modeling to contribute to leading engagement and voting practices

- Monitoring of proxy voting workflow, to ensure all accounts are voted as intended and are in accordance with the appropriate guidelines

- Supporting the development of BIS position papers and reporting

- Analyzing companies’ shareholder meeting agendas and related materials in order to vote in the manner most consistent with BlackRock’s proxy voting policies and fiduciary responsibilities

- Collaborating with client-facing and communications colleagues to ensure client reporting and client presentations meet expectations, and that client queries on stewardship activities are responded to promptly and to the client’s expectations

- Reviewing the BIS team’s output and working practices to ensure risks are minimized and performance optimized

**Desired Qualifications And Attributes Include**

- An undergraduate degree in finance, economics, accounting, sciences, political science, sustainability or other relevant field

- Two to four years of experience within this field, ideally with a demonstrated strong understanding of financial statements and corporate finance

- Languages required for this role: English and Spanish: Native or full business proficiency required or Portuguese: Limited working proficiency appreciated

- A keen interested in corporate governance and material sustainable business practices, specifically including those in the LatAm region

- Strong verbal and written communication skills, including the ability to synthesize complex information and convey it in a clear and concise manner to senior-level audiences

- A diligent, focused, and persistent work ethic to implement while leading multiple tasks and changing priorities

- The ability to prioritize, analyze, and resolve complex issues under time pressure while maintaining consistent attention to detail

- An organized, self-reliant, and self-motivated approach to responsibilities

- Collaborative working style, and strong interpersonal skills demonstrating the ability to build and maintain successful relationships with colleagues across the firm and with external parties

- Proficiency in using Excel, PowerPoint, and other Microsoft Office products

For New York, NY Only the salary range for this position is USD$100,000.00 - USD$130,000.00 . 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’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 – 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’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 – the one we make in our employees. It’s why we’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’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.

Associate, BlackRock Investment Stewardship - Latin America Portfolio

American Century Investments® is a leading asset manager focused on delivering investment results and building long-term client relationships while supporting research that can improve health and save lives. It’s how we help our clients Prosper With Purpose™.

Every day people are increasingly focused on investing to make the world a better place for themselves, their families, their organizations, and the world at large. It is possible to live a more meaningful and impactful life and give back something that’s more valuable than money.

When you invest with us, you can also invest in the future of others and have the potential to impact the lives of millions. That’s possible because of the distinct relationship with the Stowers Institute for Medical Research. Every year, 40% of our dividends fund ongoing life-changing medical research conducted by the Stowers Institute – totaling over $2 billion to date.

Together we can become a powerful force for good…it’s like nothing you’ve seen before from an investment management firm.

Industry: Financial Services
Company Size: 1,001-5,000 employees

American Century Investments

**About Us**

American Century Investments® is a leading global asset manager with over 65 years of experience helping a broad base of clients achieve their financial goals. Our expertise spans global equities and fixed income, multi-asset strategies, ETFs, and private investments.

Privately controlled and independent, we focus solely on investment management. But there’s an unexpected side to us, too. We direct 40% of our dividends every year—over $2 billion since 2000—to the Stowers Institute for Medical Research. Our ongoing financial support drives the Institute’s breakthrough work and mission of defeating life-threatening diseases like cancer and Alzheimer’s. So, the better we do for our clients, the more we can do for everyone.

All 1,400 of us across the globe are inspired every day by the unique difference our hard work can make in so many lives. It shows in the curiosity we bring to every initiative, the deep relationships we build with our clients, and the way we treat each other in the hallway. If you’re excited to learn more about us, we can’t wait to learn more about you.

**Role Summary**

American Century Investments is looking for an Associate Portfolio Manager with experience in managing exchange traded portfolios using a systematic and/or rules-based process in an active framework. The Analytics & ETF Solutions team is responsible for the efficient implementation of active strategies across multiple asset classes and vehicles (primarily ETFs and SMAs)

This position will be based out of our Kansas City or New York office.

This position is not eligible for visa sponsorship. Applicants must be authorized to work in the U.S. without visa sponsorship, now or in the future.

**How You Will Make An Impact**

- Apply quantitative, systematic, and rules-based techniques to portfolio management and risk budgeting

- Manage portfolios to meet or exceed performance mandates consistent with investment objectives, while adhering to regulatory, firm, and/or client-specific guidelines and restrictions

- Generate value proactively through rebalance strategies, analysis of corporate actions, tax overlay strategies, and other opportunistic events

- Ensure portfolio risk is holistically and prudently led; align investment and operational processes with sound risk management framework; remain knowledgeable of all regulatory frameworks relevant to portfolios

- Strong client communication and presentations skills on complex investment topics to a diverse audience

- Calculate fund performance attribution and understand sources of portfolio risk relative to its benchmark

- Contribute to investment and system enhancements and development of future states of the ETF and SMA platform working closely with internal developers and third-party vendors

- Evaluate new strategies and markets to support product launches from the portfolio management perspective

- Build strong working relationships throughout the organization and the industry to execute new initiatives and deliver superior investment outcomes for clients

**What You Bring To The Team (Required)**

- 3+ years of experience in the investment management industry

- Bachelor’s degree

- High attention to detail and ability to work independently once trained

- Knowledge of optimization and risk models (for example, Barra, Axioma, Aladdin, etc.)

- Excellent verbal and written communication, relationship building (external and internal), and collaborative skills

- Strong analytical and problem-solving skills

- Ability to prioritize while being flexible to shift focus as needed

- Demonstrates the American Century Investments Winning Behaviors: Client Focused, Courageous and Accountable, Collaborative, Curious and Adaptable, Competitively Driven

**Additional Assets (Preferred)**

- 3 years ETF portfolio management, or related, experience strongly preferred

- Graduate degree, CFA (or working towards CFA) a plus

- Strong technology skills including programming experience – Python, R, etc. with demonstrated investment application a plus

The above statements are not intended to be a complete list of all responsibilities, duties, and skills required.

**What We Offer**

- Competitive compensation package with bonus plan

- Generous PTO and competitive benefits

- 401k with 5% company match plus annual performance-based discretionary contribution

- Tuition reimbursement, formal mentorship program, live and online learning

Learn more about our benefits and perks.

For New York based candidates, the salary range for this role is $125,000-$155,000. Actual offers are based on various factors including but not limited to a candidate’s location, skills, experience, and relevant education and/or training. This position is eligible for cash incentive providing the potential to earn more.

Employees are required to be in the office on a scheduled frequency. Adherence to this schedule is essential to fulfilling the expectations of the role.

American Century Investments is committed to complying with the Americans with Disabilities Act and all other applicable Equal Employment Opportunity laws and regulations. As such, American Century strives to provide a reasonable accommodation to any qualified individual under the ADA to perform essential job functions.

We encourage people of all backgrounds to join us on our mission. If you require reasonable accommodation for any aspect of the recruitment process, please send a request to HR-Talent_Acquisition@americancentury.com. All requests for accommodation will be addressed as confidentially as practicable.

American Century Investments believes all individuals are entitled to equal employment opportunity and advancement opportunities without regard to race, religious creed, color, sex, national origin, ancestry, physical disability, mental disability, medical condition, genetic information, marital status, gender, gender identity, gender expression, age for individuals forty years of age and older, military and veteran status, sexual orientation, and any other basis protected by applicable federal, state and local laws. ACI does not discriminate or adopt any policy that discriminates against an individual or any group of individuals on any of these bases.

American Century Proprietary Holdings, Inc. All rights reserved.

Associate Portfolio Manager – Analytics & ETF Solutions

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