Welcome to the home of those who were born to trade! We empower natural-born traders to hone their strategies with an advanced platform & brokerage services. Build your ultimate trading experience with our tools and trading suite.

For decades, self-directed traders and investors have been using TradeStation's trading tools and online brokerage services to design, test, optimize, monitor and automate their custom trading strategies. Today, a digital native generation raised on app-based services is following in the footsteps of such sophisticated traders. They too, are using TradeStation's trading and education platforms to build investing knowledge, and to identify and act on financial opportunities.

Passionate about your career? Ready to make a difference? 

At TradeStation, we offer career opportunities in a positive professional environment where innovation and excellence thrive. That’s where you fit in. We actively recruit the best and brightest minds in technical and non-technical disciplines, from software engineering and development to client services and technical support.

We value ambition...and we reward it. Collaboration and teamwork are at the core of our success and we create a work environment where they can flourish. When it comes to talent, we’re as ambitious as you are!

Please visit https://www.tradestation.com/social-media/ for information and important disclosures.

Industry: Financial Services
Company Size: 501-1,000 employees

TradeStation

Savvy Admin PROD

**#WeAreTradeStation**

**Who We Are **:

TradeStation is the home of those born to trade. As an online brokerage firm and trading ecosystem, we are focused on delivering the ultimate trading experience for active traders and institutions. We continuously push the boundaries of what's possible, encourage out-of-the-box thinking, and relentlessly search for like-minded innovators.

At TradeStation, we are building an AI-First culture. We expect team members to embrace AI as a core part of their daily workflow, whether that’s using AI to accelerate development, enhance decision-making, improve client outcomes, or streamline internal processes. We hire, grow, and promote people who can harness AI responsibly and creatively. We treat AI as a partner in problem-solving, not just a tool; following our governance standards to ensure AI is used ethically, securely, and transparently. If you join us, you’re joining a culture where ~~AI is how we work ~~.

Are you ready to make yourself at home?

**What We Are Looking For **:

We are seeking an entry level Securities Lending Associate to join our Securities Lending team in New York. To be successful in the Securities Lending team involves many diverse skill sets. Most importantly, the Associate will need to work with the sales traders to identify opportunities in demand in the securities lending market and meeting the demands of the business.

As a Securities Lending team member, the journey begins supporting the desk with opportunities to train and grow into the role. The Associate will be taught the fundamental skills needed to succeed – from acquiring, building and managing client relationships to humanizing financial interactions – and will be equipped with everything needed to move through the stages of development to ultimately speaking with clients and helping the team achieve their financial targets.

**What You’ll Be Doing **:

- Collaborate with experienced sales traders to gain knowledge in the role

- Earn your FINRA licenses that will allow you to speak with clients

- Build connections and relationships while working in the center of the financial universe, tapping into a range of experts, regulators, product, and technology professionals

- Incorporate relevant regulatory due diligence into daily tasks

- Learn how to take ownership of revenue generation

- Assist in the development of new opportunities

- Assist with execute strategies

- Resolve customer demands

- Help maintain revenue targets

**The Skills You Bring **:

- Strong analytical and problem-solving skills

- Self-motivated with ability to handle multiple, complex issues simultaneously and prioritize in demanding situations

- Excellent communication skills with a customer-focused attitude

- Results oriented, collaborative, and able to prioritize tasks and deliverables

- Strong interpersonal and teamwork skills

- Conscientious and able to efficiently manage time and capacity

- A self-motivated, highly driven and entrepreneurial personality

- Proficiency with analytical tools (Excel, Power BI, Google Data), databases, and financial analysis software tools

- Comfortable making high-volume outbound calls; sales training provided

- Networking skills needed to build a customer /trading network preferred

**Minimum Qualifications **:

- Bachelor’s degree

- Must obtain FINRA Series 7 License within 90 calendar days

**What We Offer **:

- Collaborative work environment

- Competitive Salaries

- Yearly bonus and generous 401k plan

- Comprehensive benefits for you and your family starting Day 1, including a Veterinary Discount Plan!

- Unlimited Paid Time Off

- Flexible working environment

- TradeStation Account employee benefits, as well as full access to trading education materials

- Pay Range (US) $77-88K (Countries outside of the US have differing ranges in accordance with local labor markets)

~~TradeStation provides equal employment opportunities to current and prospective employees, without regard to race, color, religion, sex, national origin, ancestry, sexual orientation, age, pregnancy, disability, handicap, citizenship, veteran or marital status, or any other legally recognized status entitled to protection under federal, state, or local anti-discrimination laws. ~~

Securities Lending Associate

Deutsche Bank is the leading German bank with strong European roots and a global network. The bank focuses on its strengths in a Corporate Bank newly created in 2019, a leading Private Bank, a focused investment bank and in asset management.

We provide financial services to companies, governments, institutional investors, small and medium-sized businesses and private individuals.

Deutsche Bank was founded in 1870 to accompany German businesses into the world, and has worked across borders ever since.

Useful links:
Jobs https://www.db.com/careers.
Netiquette at https://www.db.com/netiquette.
Data protection policy https://www.db.com/DataProtection.
Imprint https://www.db.com/imprint.

Industry: Finanzdienstleistungen
Company Size: 10.001+ Beschäftigte

Deutsche Bank

**Job Description: **

**Job Title ** Market Risk Manager

**Corporate Title ** Vice President

**Location ** New York, NY

**Overview **

The position is within Market Risk Management, which is responsible for managing trading and fair value banking book risk for a breath of primary and secondary credit and equity businesses including Credit/Equity Trading, Origination, Financing, as well as Residential Mortgage-Backed Security (RMBS), Securitization, Commercial Real Estate (CRE) within Deutsche Bank.

Market Risk Management (MRM) carries out this responsibility independently providing a comprehensive view of market risks to Senior Management. The professional will ensure that Business units of the Bank optimize the risk-reward relationship and do not expose the firm to unacceptable losses. We are looking for a Self-motivated professional who can work well in a fast-paced environment, collaborating within a team, and interacting with traders, quants, research, etc. on a daily basis. Prior experience with cash and derivative equity and/or fixed income products is preferred.

**What We Offer You **

- A diverse and inclusive environment that embraces change, innovation, and collaboration

- A hybrid working model, allowing for in-office / work from home flexibility, generous vacation, personal and volunteer days

- Employee Resource Groups support an inclusive workplace for everyone and promote community engagement

- Competitive compensation packages including health and wellbeing benefits, retirement savings plans, parental leave, and family building benefits

- Educational resources, matching gift and volunteer programs

-

**What You’ll Do **

- Set appropriate Risk Appetites for each business level and sit with the traders, communicate risk strategies and monitor and manage risk real time on a daily basis

- Monitor intraday and daily limit utilizations, evaluate limit frameworks, and communicate risk exposure and breaches to front office as well as senior risk management

- Analyze key market risk metrics including Value at Risk (VaR), Stress Test, Risk Weighted Assets (RWA), and advise business on effective hedging strategies

- Preapprove equity financing transactions such as call spreads, collars, margin loans, and accelerated share repurchases ahead of desk bidding, including pretrade analysis and approval recommendations for on-risk block trades

- Support Comprehensive Capital Analysis Review (CCAR) quarterly, semi-annual, and annual reporting requirements. Evaluate portfolio capital efficiencies and identify positions with material Risk Weighted Assets (RWA) and stress utilizations

- Ensure internal and external governance policies are being effectively applied

-

**How You’ll Lead **

- Market Risk Management: highlighting key risks and new important trades/products and escalating emerging risks, concentrated positions, and any risk position that is particularly vulnerable to plausible stress scenarios or current market conditions

- Front Office: challenging the desk on the aforementioned set of risks and work cooperatively to allow the growth of the Business within the Firm risk appetite

- Portfolio and Stress Testing team working together with these teams to ensure the key risk positions of the Business covered are well represented in their aggregated metrics

-

**Skills You’ll Need **

- Moderate experience in market risk management, either as a second line (market risk) or as a first line (trading, structuring) of defense, ideally covering an Equity options business. Experience in roles such as valuation will be considered, if the candidate can show a great understanding of the market risks arising from trading positions

- Strong experience in markets-related roles with an emphasis on market risk management

- Expectation to challenge the pricing and hedging strategies for equity financing transactions and/or block trades

- Having an understanding/experience covering Securitized products is also a plus

- Ability to run projects independently and build strong relationships across the Bank

**Skills That Will Help You Excel **

- Experience in Market Risk Management, ideally in covering an equity business (incl derivatives)

- Familiarity with current regulatory initiatives such as Fundamental Review of Trading Book (FRTB), Volcker, stress testing

- Experience in assessing, quantifying and implementing appropriate portfolio stress tests

- High standards of integrity and a commitment to ‘doing the right thing’

- Team player with great communication skills

**Expectations **

It is the Bank’s expectation that employees hired into this role will work in the New York office in accordance with the Bank’s hybrid working model.

Deutsche Bank provides reasonable accommodations to candidates and employees with a substantiated need based on disability and/or religion.

The salary range for this position in New York City is $125,000 to $222,500. Actual salaries may be based on a number of factors including, but not limited to, a candidate’s skill set, experience, education, work location and other qualifications. Posted salary ranges do not include incentive compensation or any other type of remuneration.

**Deutsche Bank Benefits **

At Deutsche Bank, we recognize that our benefit programs have a profound impact on our colleagues. That’s why we are focused on providing benefits and perks that enable our colleagues to live authenti­cally and be their whole selves, at every stage of life. We provide access to physical, emotional, and financial wellness benefits that allow our colleagues to stay financially secure and strike balance between work and home. Click here to learn more!

Learn more about your life at Deutsche Bank through the eyes of our current employees https://careers.db.com/life

The California Consumer Privacy Act outlines how companies can use personal information. If you are interested in receiving a copy of Deutsche Bank’s California Privacy Notice please email HR.Direct@DB.com.

**#LI-HYBRID **

We strive for a culture in which we are empowered to excel together every day. This includes acting responsibly, thinking commercially, taking initiative and working collaboratively.

Together we share and celebrate the successes of our people. Together we are Deutsche Bank Group.

We welcome applications from all people and promote a positive, fair and inclusive work environment.

Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, protected veteran status or other characteristics protected by law. Click these links to view Deutsche Bank’s Equal Opportunity Policy Statement and the following notices: EEOC Know Your Rights; Employee Rights and Responsibilities under the Family and Medical Leave Act; and Employee Polygraph Protection Act.

Market Risk Manager - Vice President

11North Partners is a real estate investment firm redefining the modern retail landscape through disciplined execution, strategic partnerships, and data-driven performance. We own a collection of market-leading retail assets diversified across geographies and formats, with a focus on quality, superior risk-adjusted returns and long-term value creation.

North reflects our direction — guided by integrity, clarity, and conviction. Eleven stands for the pursuit of excellence beyond expectation. Built on deep industry expertise and institutional partners like Bain Capital and several global LP’s, 11North delivers results that combine precision, stewardship, and performance at every level of investment.

For more information, visit 11northpartners.com.

Industry: Real Estate
Company Size: 2-10 employees

11North Partners

**Associate, Investments – 11North Partners **

New York, NY – Full Time

** **

**About 11North Partners: **

11North Partners is a performance-driven investment firm focused on real estate, private credit, and alternative asset strategies, focused on Retail Real Estate. We combine disciplined underwriting, data-driven portfolio management, and active operational oversight to deliver strong risk-adjusted returns for our investors. Our team values analytical rigor, accountability, and an entrepreneurial mindset, with investment decisions grounded in fundamental analysis, financial modeling, and ongoing portfolio monitoring.

**Overview: **

11North Partners is seeking a highly motivated Investment Analyst to join our dynamic and entrepreneurial Investment team. This individual will play a critical role in supporting the sourcing, underwriting, and execution of real estate investment opportunities across multiple asset classes. The ideal candidate thrives in a fast-paced, performance-driven environment and demonstrates exceptional analytical rigor, intellectual curiosity, and a passion for investing.

**Key Responsibilities **

- Lead the financial underwriting and evaluation of acquisition and development opportunities, including construction and maintenance of detailed Argus Enterprise and Excel-based models incorporating DCF, IRR/equity multiple analysis, waterfall structures, debt sizing, and scenario-based sensitivity analyses.

- Evaluate investment opportunities through comprehensive cash flow analysis, market research, and risk assessment to support investment committee decision-making.

- Develop independent perspectives on market rents, tenant demand, absorption, operating assumptions, and valuation trends through direct engagement with brokers, owners, lenders, tenants, and other market participants.

- Lead transaction due diligence efforts, including review of leases, operating statements, property-level financials, third-party reports, legal documentation, and tenant credit.

- Coordinate transaction execution processes across legal, financing, accounting, operational, and third-party diligence teams to support efficient closings.

- Prepare investment memoranda, underwriting summaries, and committee presentations that clearly articulate investment thesis, business plan execution strategy, key risks, and projected returns.

- Assess capital structures and financing alternatives, including senior debt, mezzanine financing, preferred equity, and joint venture structures.

- Track market dynamics, retail sector trends, comparable transaction activity, and capital markets conditions to sharpen investment judgment and sourcing initiatives.

- Support acquisition sourcing efforts by maintaining active relationships with brokers, owners, lenders, and other industry participants.

- Analyze property operating performance, including revenue trends, expense assumptions, capital expenditure requirements, lease rollover exposure, and tenant credit quality.

- Assist in asset-level financing, refinancing, recapitalization, and disposition activities as needed.

- Participate actively in investment committee discussions and collaborate closely with senior leadership on portfolio strategy and execution initiatives.

- Position will offer increasing leadership responsibility over underwriting processes and junior team workflows as the investment platform grows.

**Qualifications **

- Bachelor’s degree in Finance, Real Estate, Economics, or related field required. Strong academic credentials are expected.

- 3+ years of experience in real estate private equity, acquisitions, investment banking, commercial brokerage, or a related institutional investment environment with direct exposure to commercial real estate transactions.

- Advanced financial modeling and underwriting skills required, including experience building complex, auditable acquisition and development models from scratch.

- Proficiency in Argus Enterprise and Microsoft Excel required.

- Strong understanding of commercial real estate valuation methodologies, capital structures, joint venture economics, and debt markets.

- Direct experience underwriting retail, mixed-use, or commercial real estate investments strongly preferred.

- Demonstrated ability to manage multiple live transactions and workstreams in a fast-paced, deadline-driven environment.

- Strong commercial judgment, intellectual curiosity, attention to detail, and ownership mentality.

- Excellent written and verbal communication skills, with the ability to synthesize complex analysis into clear and compelling investment recommendations.

- High level of professionalism, integrity, and execution capability expected.

**Compensation **

- Base salary range of $150,000 to $175,000, commensurate with experience.

- Total compensation includes a discretionary performance-based bonus.

- Comprehensive benefits package including medical, dental, vision, and 401(k).

**Culture & Environment: **

At 11North Partners, we foster a collaborative, high-performance culture where every team member’s voice is valued. You’ll be working alongside a group of smart, driven, and supportive professionals who are passionate about investment strategy and long-term success. This is a high-intensity, high-reward opportunity for candidates who want to be surrounded by top talent and gain exposure to institutional-quality deals. We operate with a sense of urgency, intellectual rigor, and entrepreneurial energy — and expect the same from every team member.

** **

**Benefits: **

- Competitive compensation package

- Annual target bonus

- Medical insurance

- Dental insurance

- Vision insurance

- 401(k) plan

**Employment Status **

Applicants must be **legally authorized to work in the United States **. At this time, 11North Partners is **not able to sponsor visas ** or provide immigration support for this position.

~~11North Partners is an Equal Opportunity Employer. We do not discriminate based on race, color, religion, sex, national origin, age, disability, veteran status, sexual orientation, gender identity, or any other legally protected characteristics. ~~

Associate, Investments

Empower & Grow: Providing Alternative Investment Solutions. 

Arootah stands at the forefront of the Alternative Investment Industry as a comprehensive solution provider, offering an array of services crucial for Alternative Investment Management at varying stages of their journey.

Industry: Business Consulting and Services
Company Size: 11-50 employees

Arootah

A growing long/short equity hedge fund is seeking a **full-time Investment Analyst ** to join its small, high-performing investment team. The fund focuses on deep fundamental research and high-conviction investing across the global Technology, Media & Telecom (TMT) and Consumer sectors.

**Role Overview**

The Investment Analyst will work closely with senior team members on fundamental research, financial modeling, and idea generation for both long and short positions. This role offers significant exposure to the full investment process and the opportunity to contribute meaningfully within a lean, entrepreneurial environment.

**Key Responsibilities**

- Conduct fundamental company and industry research within TMT and Consumer sectors

- Build and maintain detailed financial models

- Develop and present investment ideas with clear risk/reward frameworks

- Monitor portfolio holdings and sector developments

- Prepare investment memos and supporting materials

**Qualifications**

- 2+ years of investment banking experience required

- Buyside experience in public equities is a strong plus

- Strong analytical, modeling, and valuation skills

- Demonstrated interest in fundamental investing

- Independent thinker with clear, concise communication skills

- Comfortable working in a lean, fast-paced environment

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.

190k-200k base salary, plus discretionary bonus.

Investment Analyst – Long/Short Equity (TMT & Consumer) - Client Role

Point72 Asset Management is a global firm led by Steven Cohen that invests in multiple asset classes and strategies worldwide. Resting on more than a quarter-century of investing experience, we seek to be the industry’s premier asset manager through delivering superior risk-adjusted returns, adhering to the highest ethical standards, and offering the greatest opportunities to the industry’s brightest talent. We’re inventing the future of finance by revolutionizing how we develop our people and how we use data to shape our thinking. For more information, visit www.Point72.com/working-here. 

The content on this page is not an advertisement nor an offer to sell nor a solicitation of an offer to invest in any entity or other investment vehicle.  The information herein is not intended to be used as a guide to investing or as a source of any specific investment recommendation, and it makes no implied or express recommendation concerning the suitability of an investment for any particular investor.  The opinions, projections and other forward-looking statements are based on assumptions that the authors’ believe to be reasonable but are subject to a wide range of risks and uncertainties, and, therefore, actual outcomes and future events may differ materially from those expressed or implied by such statements. Point72, L.P. or an affiliate may seek to invest in one or more of the companies discussed herein.

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

Point72

Point72 Academy 2026 Investment Analyst Program for Experienced Professionals

We’re training the next generation of Point72 discretionary investment professionals.

The Point72 Academy Program is a ten-month paid training program designed to introduce you to the buy-side and prepare you for a potential career as a Fundamental Equities Financial Analyst at Point72.

Upon successfully graduating from the Academy, you will have the opportunity to be placed in a role on a long/short equity investing team.

As an analyst at Point72, you will benefit from our mentorship culture and ongoing professional development resources that are dedicated to your continued growth beyond the Academy.

**WHAT YOU’LL DO:**

Learn the fundamental research and analysis skills needed to be an analyst at Point72 and apply intellectual curiosity in a role that values creativity, autonomy, and analytical rigor.

- Develop sophisticated company analysis and modeling skills from our Academy faculty, investment professionals and professors from some of the world’s leading universities.

- Learn statistics, accounting, financial modeling, data analysis, coding, and more.

- Complete a compliance training curriculum to prepare you for an analyst role.

- For all Academy Associates, at least a portion of this training will take place in our New York City office

- Apply the skills you’ve developed to real-life situations as you rotate with two investing teams.

- Gain firsthand experience and valuable mentorship from our investment professionals during your rotations.

**Upon Successful Graduation: The Analyst Role**

Upon the successful completion of the Academy, you’ll have the opportunity to interview for an equity research analyst role at Point72, where you’ll work closely with your portfolio manager and team to develop a deep understanding of companies across industries and around the world. Through fundamental research and financial analysis, you’ll attempt to see change before it happens and turn those insights into actionable investment ideas. You can apply your financial acumen and curiosity to help shape your team’s investment strategies as you:

- Develop sophisticated financial models to help you understand the businesses you cover and how they are changing

- Perform fundamental research; attend industry events, interact with sell-side research analysts and sales professionals, and analyze compliant data sets.

- Constantly develop your skills through coaching from your portfolio manager and by using the full breadth of the professional development resources available to you

- Apply your ever-growing knowledge base to identifying and opining on key market debates that drive stock prices

- Creatively research questions subject to the firm's compliance policies and procedures

- Recognize variant views versus the market

- Conduct yourself with the highest levels of professionalism, integrity, and ethics

**WHO SHOULD APPLY:**

At the Point72 Academy, we hire for potential. We are looking for problem-solvers who offer unique perspectives that can be applied to investing. We want you to apply if you have:

- Superior analytical skills, demonstrated through work experience and/or graduate education in fields such as finance, law, philosophy, economics, history, political science, journalism, humanities, or liberal arts.

- The ability and ambition to learn quickly, as we prepare you to potentially join a fundamental equities investing team as an investment analyst.

- A demonstrated passion for problem-solving, regardless of discipline.

- Strong written and verbal communication skills, with the ability to collaborate well with others.

- A fierce commitment to ethics and integrity.

- Self-motivation, maturity, and eagerness to learn.

- Exceptional critical and analytical thinking ability.

- An undergraduate degree (or above).

**TIMING:**

We have three start dates per year. The start class you will be considered for depends on when you apply.

**WHAT TO EXPECT:**

- Your online application, essays and resume will serve as an introduction to who you are as a candidate. Once you complete the online application, we will begin reviewing your profile.

- Selected candidates will then receive an email invitation to participate in a case study, allowing you to showcase your experiences and demonstrate your business acumen.

- Following submission and review of your case study, the next step would be an online assessment and virtual one on one interviews with various members of the Academy team, if selected.

**About Point72**

Point72 is a leading global alternative investment firm led by Steven A. Cohen. Building on more than 30 years of investing experience, Point72 seeks to deliver superior returns for its investors through fundamental and systematic investing strategies across asset classes and geographies. We aim to attract and retain the industry’s brightest talent by cultivating an investor-led culture and committing to our people’s long-term growth.

We’re a firm that thrives on ideas, and we’ve found that the Point72 Academy has provided us with diverse viewpoints and perspectives. We can offer support in Academy Associates’ growth and development as analysts and portfolio managers.

For more information, visit www.Point72.com/working-here

There is no set application deadline for this position. Candidates are considered as they apply, until the program is at capacity. We strongly encourage you to apply and fulfill all requirements as soon as you feel ready to begin the hiring process. Please note, you may only submit one application to the Academy program globally, so please be sure to apply to the region you are most interested in.

Don't miss this opportunity to kickstart your career in the world of investing with Point72 Academy.

~~Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.~~

~~Please note that any use of GenAI is strictly prohibited when completing this application.~~

The US annual base salary for this role is $125,000 (USD) which does not include discretionary bonus compensation or our comprehensive benefits package. Actual compensation offered to the successful candidate may vary from posted hiring based upon geographic location, work experience, education, and/or skill level, among other things.

Point72 Academy 2026 Investment Analyst Program for Experienced Professionals-US

Haystack combines AI & expert vetting to deliver world-class tech candidates who are engaged, aligned, and ready to interview.

We're trusted by over 100,000+ UK-based techies, working in Software Engineering, Data, Design, DevOps, Cloud, Tech Management, Testing, Product & Delivery, Architecture and more. 

100s of employers from startups and scale-ups like Atom Bank, DuckDuckGo and Goodlord to established enterprises like American Express, Dunelm and AWS use Haystack to connect with qualified tech talent that they can't find anywhere else.

Industry: Technology, Information and Internet
Company Size: 51-200 employees

Haystack

We're hiring on behalf of a Haystack partner!

The Role

• Lead the design, development, and deployment of complex end-to-end web applications used by investment professionals.

• Define and own the technical architecture for web applications, ensuring scalability, reliability, and maintainability.

• Provide technical leadership and mentorship to development teams, enforcing coding standards through code reviews.

• Collaborate with quantitative analysts and business users to translate requirements into technical solutions.

• Architect robust technology solutions in areas such as portfolio construction and risk management.

What You'll Need

• Bachelor's degree or equivalent experience in computer science, engineering, or a related field.

• 8+ years of hands-on experience designing, developing, and deploying complex, scalable web applications.

• Expertise in modern front-end development with Angular.

• Strong proficiency in back-end development, particularly with Python and its web frameworks.

• Extensive experience designing, implementing, and optimizing relational databases with strong SQL skills.

• Proven track record of leading complex projects through the full software development lifecycle.

What's On Offer

• Competitive annual salary range of $107,000 - $216,000 USD.

• Comprehensive benefits package including health care, retirement, and generous paid time off.

• Opportunity for bonus or other variable compensation.

• Career development resources, including educational assistance and learning resources.

Apply via Haystack today!

Frontend Developer

Principal Frontend/Full Stack Developer | Salary: $107,000-216,000 USD per year

We're hiring for a leading financial services firm specializing in asset management, known for its cutting-edge quantitative research and investment technology. This employer prioritizes innovation and productivity, developing high-quality, robust solutions for investment professionals.

The Role

• Lead the design, development, and deployment of complex full-stack web applications

• Define and own the technical architecture, ensuring scalability, reliability, and maintainability

• Provide technical leadership and mentorship, enforcing coding standards through code reviews

• Collaborate with quantitative analysts to translate business requirements into technical solutions

• Focus on applications in portfolio construction, risk management, and alpha research

• Work within a dynamic and fast-paced quantitative development team

What You'll Need

• Bachelor's degree or equivalent experience in a related field

• 8+ years hands-on experience designing and deploying complex, scalable web applications

• Expertise in modern frontend development, particularly with Angular

• Strong proficiency in backend development with Python and web frameworks (e.g., Django, Flask)

• Extensive experience with relational databases (Oracle, PostgreSQL, SQL Server) and strong SQL skills

• Proven track record leading projects through the full software development lifecycle

• Experience with object-oriented design, development, and standard software design patterns

• Background in financial services with an understanding of investment risk (FRM or CFA Charter a plus)

What's On Offer

• Comprehensive health care coverage and emotional well-being support

• Market-leading retirement plans

• Generous paid time off and parental leave

• Educational assistance including student loan repayment and tuition reimbursement

Apply via Haystack today!

We're a niche recruitment firm specialising in the search of US and UK/US tax professionals around the world.

Blackden Consulting has formed excellent relationships with hiring managers at in-house, Big 4, CPA and consultancy firms of all sizes, assisting with hires of all seniorities, from Associate to Partner level.

Industry: Staffing and Recruiting
Company Size: 2-10 employees

Blackden Consulting

Blackden Consulting is partnering with a New York-based investment management firm to hire a Senior Tax Accountant** **into a key role spanning the firm’s management company, investment structures and the family office, with a focus on tax reporting, compliance and entity-level flow of information.

This is a key hire for someone who can operate across a complex structure, owning tax reporting and compliance across partnership, corporate and cross-border matters.

**The role **

- In-house tax work across the investment manager and related entities

- Tax filings and reporting, including K-1s

- Foreign partner reporting, including Forms 8804, 8805 and 8813

- Exposure to Forms 8865 and 5471

- Involvement in transfer pricing, allocations and carry

- Supporting the flow of tax information up to management entities and the wider family office

We are open to candidates from public accounting, fund tax, partnership tax, in-house tax or family office tax. Strong tax compliance experience, good commercial judgement, and the ability to get to grips with a sophisticated structure quickly. Prior experience or exposure to a family office environment will be highly advantageous.

Senior Tax Accountant

Franklin Resources, Inc. [NYSE:BEN] is a global investment management organization with subsidiaries operating as Franklin Templeton (www.franklinresources.com). 

The products, services, information and materials referenced in this site may not be available to residents in certain jurisdictions. Consult with an investment professional or contact your local Franklin Templeton office for more information.  This site and the information contained herein is not intended to constitute an offer to sell or an invitation or solicitation of an offer to buy any product or service by Franklin Templeton.  Nothing in this website should be construed as investment, tax, legal or other advice. All investments involve risks, including potential loss of principal.

LinkedIn is owned by a third party unaffiliated with us. We are not responsible for LinkedIn’s privacy, security, or terms of use policies that control this service, nor their content, software, or tools (or those of any third party’s) that are available through links from this page. You use any third-party site/media, software and materials at your own risk. 

US readers: This material is being distributed in the U.S. by Franklin Distributors, LLC. Member FINRA/SIPC and only offers U.S. registered Franklin Templeton products. 

View our Terms and Conditions at: https://www.franklintempleton.com/help/social-media-guidelines/linkedin-guidelines
Non-US readers: View our Terms and Conditions at https://www.franklinresources.com/resources/linkedin

©2022 Franklin Templeton. All rights reserved.

Industry: Financial Services
Company Size: 5,001-10,000 employees

Franklin Templeton

Fiduciary Trust International is a premier investment and wealth management firm with a commitment to growing and protecting wealth across generations. We offer a dynamic and collaborative approach to managing wealth for high-net-worth and ultra high-net-worth individuals and families, family offices, endowments, foundations, and institutions. Our investment managers, tax and estate planning professionals work together to develop holistic strategies to optimize clients’ portfolios while mitigating the impact of taxes on their wealth. As a fiduciary, the guidance we provide is in the best interests of our clients, without conflict or competing benefits. We offer boutique customization and deep expertise in specialized investment, tax and planning strategies alongside sophisticated technology and custody platforms.

Fiduciary Trust International is owned by Franklin Templeton, a dynamic firm that spans asset management, wealth management, and fintech, giving us many ways to help investors make progress toward their goals. With clients in over 150 countries and offices on six continents, you’ll get exposed to different cultures, people, and business development happening around the world.

Senior Tax Accountant (Individual Tax Returns)

Fiduciary Trust International is hiring a Senior Tax Accountant who will play a critical role in preparing various tax returns and related tax documentation for Fiduciary Trust International clients. This tax preparer role requires a strong understanding of tax laws and regulations. This is a hybrid role, requiring two to three days in the office (One Madison Avenue).

**How You Will Add Value**

- Prepare and review federal, state, and local income tax returns and gift tax returns for individuals, partnerships, and foundations.

- Manage the tax compliance process for a portfolio of high-net-worth clients, including gathering necessary financial information, communicating with clients, and addressing tax-related inquiries.

- Conduct tax research on complex tax issues and provide recommendations to management and clients.

- Assist in the preparation of estimated tax payments and extensions.

- Collaborate with other departments, such as wealth management and operations, to ensure accurate and timely tax reporting.

- Assist with tax audits and inquiries from tax authorities.

- Stay current with changes in tax laws and regulations and assess their impact on the company and its clients.

**What Will Help You Be Successful**

- Bachelor's degree in Accounting. Master's degree in Taxation preferred

- 5-7 years tax experience or more; experience preparing individual tax returns (1040 returns)

- In-depth knowledge of federal, state, and local tax laws and regulations, with a strong emphasis on preparing individual, partnership, and foundation tax returns

- Experience with CCH Axcess tax preparation software and Microsoft Office, particularly Excel

- Excellent analytical, problem-solving, and organizational skills with meticulous attention to detail

- Strong written and verbal communication skills with the ability to effectively communicate complex tax concepts to both internal and external stakeholders

- Ability to work independently and as part of a team in a fast-paced, deadline-driven environment

- Demonstrated ability to manage multiple priorities and projects simultaneously

**Compensation **: Franklin Templeton offers employees a competitive and valuable range of total rewards—monetary and non-monetary — designed to support their well-being and recognize their time, talents, and results. Along with base compensation, employees are eligible for an annual discretionary bonus, a 401(k) plan with a generous match, and recognition rewards. We also offer a comprehensive benefits package, which includes a range of competitive healthcare options, insurance, and disability benefits, employee stock investment program, learning resources, career development programs, reimbursement for certain education expenses, paid time off (vacation / holidays / sick / leave / parental & caregiving leave / bereavement / volunteering / floating holidays) and a motivational wellbeing program. We expect the annual salary for this position to range between $128,100 - $150,800, depending on level of relevant experience, plus discretionary bonus.

**Learn More: ** Click below to learn more about Fiduciary Trust International –

- Fiduciary Trust International

- The Story of Fiduciary Trust International

#Hybrid

**Experience our welcoming culture and reach your professional and personal potential!**

Our culture is shaped by the variety of perspectives and experiences brought by talent from around the world. Regardless of your interests, lifestyle, or background, there’s a place for you at Franklin Templeton. We provide employees with the tools, resources, and learning opportunities to help them excel in their career and personal life.

By joining us, you will become part of a culture that focuses on employee well-being and provides multidimensional support for a positive and healthy lifestyle. We understand that benefits are at the core of employee well-being and may vary depending on individual needs. Whether you need support for maintaining your physical and mental health, saving for life’s adventures, taking care of your family members, or making a positive impact in your community, we aim to have them covered.

Learn more about the wide range of benefits we offer at Franklin Templeton

- Most benefits vary by location. Ask your recruiter about benefits in your country.

Franklin Templeton is an Equal Opportunity Employer. We are committed to providing equal employment opportunities to all applicants and employees, and we evaluate qualified applicants without regard to ancestry, age, color, disability, genetic information, gender, gender identity, or gender expression, marital status, medical condition, military or veteran status, national origin, race, religion, sex, sexual orientation, and any other basis protected by federal, state, or local law, ordinance, or regulation.

If you believe that you need an accommodation or adjustment, due to a medical condition or disability, to search for or apply for one of our positions, please send an email to accommodations@franklintempleton.com. In your email, please include the accommodation or adjustment you are requesting, the job title, and the job number of the position you are applying for. It may take up to three business days to receive a response to your request. Please note that only accommodation requests will receive a response.

Sr. Tax Accountant (Individual Tax Returns)

Vtecknocrats is an emerging global leader in IT Consulting solutions headquartered in Dallas, TX. Since its inception, the organization has rapidly gained recognition as one of the fastest growing IT Services and IT Consulting firms in the nation. Vtecknocrats delivers value-driven IT Consulting resources that organizations require for enhancing business solutions and improving project outcomes. We provide cutting-edge IT staffing expertise in Enterprise Resource Planning and Business Intelligence & Data Warehousing, Content & Identity Management, Infrastructure and more.

Industry: IT Services and IT Consulting
Company Size: 11-50 employees

Finoit Staffing

We’re Hiring: Head of Derivatives & Portfolio Manager – Multi-Asset ETFs

A leading investment management firm is seeking a senior investment professional to help build and lead a new suite of derivatives-based ETF strategies focused on income generation, risk management, and innovative portfolio solutions.

Location: Hybrid (New York preferred; Chicago or Boston also considered)

Compensation:Base Salary: $225K – $300K

Total Compensation Potential: $500K – $750K+

Key Responsibilities:• Design and manage derivatives-based ETF strategies including covered call, collar, and systematic overlay solutions

• Lead portfolio construction, hedging, risk budgeting, and derivatives implementation

• Partner with banks and internal teams to develop tax-efficient ETF structures

• Contribute to multi-asset investment ideas across equities, rates, credit, FX, and volatility

• Support product development, client engagement, and long-term business growth initiatives

Ideal Background:• 5–10 years of experience in derivatives portfolio management, trading, structuring, or ETF investing

• Deep expertise in options, risk management, and macro investing

• Strong understanding of ETF structures and tax-aware investment strategies

• Entrepreneurial mindset with the ability to build and scale new investment products

• Excellent communication and stakeholder management skills

• Series 7 & 63 licenses preferred

- This is a high-impact opportunity for someone who wants to combine portfolio management, product innovation, derivatives expertise, and business building within a growing investment platform.

Head of Derivatives & Portfolio Manager – Multi-Asset ETFs

Invesco Ltd. is one of the world’s leading asset managers, with 8,300 employees helping retail and institutional investors in more than 120 countries rethink their challenges and find new possibilities for success.

Our collaborative mindset, breadth of solutions and global scale mean there are few problems we can’t help our clients address and few opportunities we can’t help them explore. 

Our capabilities span nearly every asset class, investment strategy and vehicle, which means we’re able to offer, create or customize solutions to address a broad range of client needs, as the world continues to evolve at pace.

Our investing talent and experience, advanced portfolio and risk analytics, market intelligence, research and insights help our clients make highly informed decisions. 

Our commitment to adding value goes beyond our products, for example helping advisory clients rethink how to elevate their own client interactions, strengthen their investment process and innovate their practices.

For disclosure, visit https://www.invesco.com/corporate/en/socialmedia.html.

Industry: Financial Services
Company Size: 5,001-10,000 employees

Invesco

**About Invesco**

As one of the world’s leading independent global investment firms, Invesco is dedicated to rethinking possibilities for our clients. By delivering the combined power of our distinctive investment management capabilities, we provide a wide range of investment strategies and vehicles to our clients around the world. If you're looking for challenging work, intelligent colleagues, and exposure across a global footprint, come explore your potential at Invesco.

**What’s in it for you?**

Our people are at the very core of our success. Invesco employees get more out of life through our comprehensive compensation and benefit offerings including:

- Flexible paid time off

- Hybrid work schedule

- 401(K) matching of 100% up to the first 6% with a discretionary supplemental contribution

- Health & wellbeing benefits

- Parental Leave benefits

- Employee stock purchase plan

**Job Description**

**About the Role:**

The Associate Portfolio Manager will work closely with the Senior Portfolio Manager, Global Equities, to help shape the strategy, direction, and effective management of Global Equities portfolios within Invesco Fundamental Equities’ investment and risk framework. This role requires strong fiduciary responsibility to clients, active engagement with the Global Equities team, and the ability to interact confidently with clients, consultants, brokers, and other external stakeholders. Covers equity securities of companies with market capitalizations of over USD $10B that are headquartered in many developed and emerging countries across the world. Performs due diligence on investments in the portfolio (e.g., conducts site visits, meets with management). Works with the trading desk for securities market trading and provides instructions to traders. May participate in client marketing activities. This position includes direct stock coverage responsibilities and is a part of a team that manages a total of $18.3B as of January 31st, 2026.

**Responsibilities of the Role:**

Portfolio Management & Investment Process

- Partner with the Senior Portfolio Manager to develop, refine, and implement strategies for Global Equities portfolios

- Analyze portfolio composition, performance, and risk attributes to support optimal portfolio outcomes

- Maintain financial models and active coverage on approximately 20 companies across at least three sectors.

- Contribute to portfolio construction and integrate quantitative signals in collaboration with internal partners (e.g., quantitative analyst)

- Review and analyze investment results, attribution, and trends to enhance performance with strong fiduciary discipline

- Work with the Senior Portfolio Manager to develop and maintain an effective investment process, including trading policies, procedures, and annual business goals

Research & Market Coverage

- Monitor legislative, regulatory, and macroeconomic developments affecting global equities

- Interface with the ECM desk regarding potential IPO opportunities

- Collaborate with ESG and Global Investment Forum teams

Risk, Compliance & Governance

- Ensure full compliance with regulatory requirements and internal risk frameworks

- Engage regularly with the Risk team to review portfolio exposures, discuss findings, and provide feedback

- Prepare materials for investment committees and respond to ad hoc information requests from senior management

Client, Consultant & Internal Partner Engagement

- Represent the Global Equities team to internal and external stakeholders, including clients, prospects, consultants, brokers, and gatekeepers

- Market the team’s capabilities to existing and potential clients as well as internal distribution partners

- Participate in meetings with major wire houses, key accounts, and investment platforms

- Provide timely information, reporting, and insights to internal partners and external constituencies

**Requirements of the role:**

- A Master’s degree in finance, economics, mathematics, business, or a related field is ideal

- 10+ years of experience in equity research and/or portfolio management

- Strong understanding of both retail and institutional clients

- Coverage experience across at least three sectors

- Strong written and verbal communication skills with effective presentation ability

- Demonstrated success as a team player in collaborative, global, and cross-functional environments

- Effective interpersonal skills with the ability to influence outcomes across teams and organizational levels

- Confident engaging with management teams, brokers, consultants, and clients

- Open-minded, flexible, and receptive to diverse viewpoints

- Exhibits leadership qualities, intellectual curiosity, and a strong work ethic

- Ability to travel internationally required

- CFA designation strongly preferred

The salary range for this position in New York is $250,000 to $280,000 / year. The total compensation offered for this position includes salary and incentive pay and will vary based on skills, experience and location

**Full Time / Part Time**

Full time

**Worker Type**

Employee

**Job Exempt (Yes / No)**

Yes

**Workplace Model**

Pursuant to Invesco’s Workplace Policy, employees are expected to comply with the firm’s most current workplace model, which as of October 1, 2025, includes spending at least four full days each week working in an Invesco office. This reflects our belief that spending time together in the office helps us build stronger relationships, collaborate more easily, and support each other’s growth and development.

The above information on this description has been designed to indicate the general nature and level of work performed by employees within this role. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications required of employees assigned to this job. The job holder may be required to perform other duties as deemed appropriate by their manager from time to time.

Invesco's culture of inclusivity and its commitment to diversity in the workplace are demonstrated through our people practices. We are proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, creed, color, religion, sex, gender, gender identity, sexual orientation, marital status, national origin, citizenship status, disability, age, or veteran status. Our equal opportunity employment efforts comply with all applicable U.S. state and federal laws governing non-discrimination in employment.

Associate Portfolio Manager

Garda Capital Partners has over 20 years of experience deploying relative value strategies across fixed income markets for institutional investors. 

Garda embraces one investment strategy with one focus: Protect and grow capital for institutional investors who entrust their money to Garda so they can deliver on their promises to their stakeholders. Garda's approach to fixed income relative value investing, their integrity, has earned the trust of investors and counterparties over many market cycles. 

Garda has offices in Wayzata, Minnesota; New York City, New York; Scottsdale, Arizona; West Palm Beach, Florida; Geneva, Switzerland; Copenhagen, Denmark; and Singapore.

Industry: Investment Management
Company Size: 201-500 employees

Garda Capital Partners

Garda Capital Partners (Garda) is a multi-billion dollar alternative investment firm with over 22 years of experience deploying relative value strategies across fixed income markets for institutional investors. We hire, grow, and mentor great talent and remain steadfast in our commitment to building a culture that helps them succeed. Garda is more than a workplace. We are built on trust, integrity, and a shared vision for how we work together, the enduring relationships we build, and the consistency of our results. Garda's primary offices are located in Wayzata, New York City, West Palm Beach, Geneva, Zug, Copenhagen, Singapore, and Scottsdale.

**Position: **Associate Portfolio Manager

Garda Capital Partners LP seeks a full-time Associate Portfolio Manager based in New York, NY.

**Job Description: **Responsible for managing a relative value portfolio using mortgage derivatives while communicating broad trading ideas with senior management on a weekly basis. Support the investment management team in New York by focusing on discretionary and systematic relative value opportunities in mortgage derivative markets; utilizing qualitative and quantitative analysis along with proprietary trading systems to manage their own portfolio, monitor individual positions, and report the overall portfolio risk to Portfolio Managers. Additional job duties include: (1) performing financial modeling, valuation analyses, and due diligence to support investment decisions while reviewing and implementing investment strategies and structures, and contributing to the reporting and tracking of existing themes; (2) working collaboratively with management teams, other Garda investment professionals, and counterparties; (3) completing investment process from origination and research, of both systematic and discretionary ideas, to trade execution and portfolio management; (4) utilizing programming language, Python; (5) analyzing larger datasets for mortgage prepayments, automating processes, and developing analytical tools, using machine learning and statistical algorithms; (6) utilizing sector specific products including YieldBook and RiskSpan to analyze prepayments in mortgage products and develop trade ideas in mortgages; (7) implementing trading strategies, monitoring portfolio risks, and facilitating PNL generation; (8) CMO structuring and hedging with TBA, USTs, futures, and swaptions; and (9) cultivating established relationships with at least five of the major Wall Street mortgage trading desks.

**Minimum Requirements: **This position requires a Master's degree or equivalent in Financial Engineering, Finance, Mathematics, or a related field and two years related experience. Must also have 18 months of experience with each of the following:

- Completing investment process from origination and research, of both systematic and discretionary ideas, to trade execution and portfolio management;

- Utilizing programming language, Python;

- Analyzing large datasets for mortgage prepayments, automating processes, and developing analytical tools using machine learning and statistical algorithms;

- Utilizing sector-specific products including YieldBook and RiskSpan to analyze prepayments in mortgage products and develop trade ideas in mortgages;

- Implementing trading strategies, monitoring portfolio risks, and facilitating PNL generation;

- CMO structuring and hedging with TBAs, USTs, futures, and swaptions; and

- Cultivating established relationships with at least five of the major Wall Street mortgage trading desks.

Employer will accept experience gained concurrently. Will accept experience gained before, during, or after Master's program. Base Salary: $118,248 to $190,000/year.

This role is also eligible for other forms of compensation and benefits, such as a discretionary bonus, healthcare plan, 401(k) matching program, etc. Within the range, individual pay is determined by work location and additional factors, such as job-related skills, experience, and relevant education.

Base Salary for this role is expected to be between:

$118,248—$190,000 USD

swipejobs is an on-demand labor technology platform headquartered in Dallas Fort Worth and Sydney, focussed on the US market.

We are a mobile technology platform, not a mobile app. We partner with staffing firms and consumer technology platforms to offer a complete mobile solution that is integrated real time with their systems. At the heart of swipejobs is a transformational matching technology that matches on-demand workers with employers.

Industry: Software Development
Company Size: 201-500 employees

swipejobs

**Job Description: **

Building Energy Usage Portal is a cloud-based internet application which provides functionality used by New York and New Jersey Building Owners and Property Managers as they manage their energy consumption data. The application allows users to add properties that they manage into our system and receive back energy (gas, electric, and steam) consumption data into the portal and automatically send the consumption data to Energy Star Portfolio Manager so they can execute on their benchmarking obligations. Please note that we are unable to sponsor applicants requiring work authorization or visas for the positions currently available. We kindly request that only candidates who already possess the legal right to work in the United States apply for consideration.

**Responsibilities **

- Design and analyze technical approaches, evaluate potential risks, costs and defects

- Recommend software technologies and solutions, evaluate alternatives, and analyze problems with data infrastructure

- Create models, wireframes, and prototypes when applicable

- Own and oversee application design and software development process

- Lead delivery team through architectural development process and collaborate with application development teams, architects, Business and other project constituents

- Ensure application software solutions are effectively and efficiently designed, produced and tested

- Present design options to executives, stakeholders, peers and delivery teams

- Breakdown architecture into tangible tasks for a developer to execute

- Predict future needs and ensure technical design are secure and scalable

- Research and implement innovate technologies, determine what best suits the organization and helps the company meet goals and targets

- Create technical documentation, update Microsoft DevOps, produce documents relating to application architecture, design steps, integration processes and testing procedures relating to each product developed

- Produce end-to-end solution models rapidly with focus on non-functional requirements.

- Educate and train staff on coding standards, design, and development best practices

#cspro

Solutions Architect

Welcome to DataAnnotation! We pay smart folks to train AI. We offer a remote, flexible work model- you choose your own hours and get to work when you want, whenever you want. Apply now through our open Job Listings.

Industry: Software Development
Company Size: 5,001-10,000 employees

DataAnnotation

DataAnnotation is committed to creating high-quality AI. We are looking for a Portfolio Manager to join

our team to help train the next generation of AI while enjoying the flexibility of remote work and the

freedom to set your own schedule. This role is designed to fit a variety of lifestyles — whether you’re

looking to contribute part-time alongside a current position, pursue it full-time, or engage periodically as

a flexible professional opportunity.

We're currently expanding into an exciting new area – teaching AI Assistant models to be a more useful

tool for finance professionals. We're seeking experienced finance professionals with advanced degrees

(MBA+) and professional experience to use their expertise to help shape how AI understands financial

principles and decision-making.

We’re growing a team of finance experts, and as the team grows, so will your opportunities. In this role,

**You Might**

- Review and improve AI Assistant answers to questions about macro trends, corporate finance,

and capital markets

- Leverage your education and work experience to check the reasoning and accuracy of an AI

Assistant's work

- Push the models with complex, real-world scenarios and edge cases to see where their

reasoning holds up – and where it doesn’t.

- Share clear, structured feedback to help make each new version of the AI smarter and more

reliable.

To succeed in this position, you should have expert-level financial reasoning and formal training in a

finance-related discipline. A Master’s or PhD (completed or in progress) is strongly preferred. Relevant

backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth

Management, and Insurance Planning.

**Benefits**

- This is a full-time or part-time REMOTE position

- You’ll be able to choose which projects you want to work on

- You can work on your own schedule

- Projects are paid hourly starting at USD $50-$60 per hour, with bonuses on high-quality and

high-volume work

**Responsibilities**

- Give AI chatbots diverse and complex problems and evaluate their outputs

- Evaluate the quality produced by AI models for correctness and performance

**Qualifications**

- Fluency in English (native or bilingual level)

- Detail-oriented

- Proficient in financial analysis, financial modeling, data analysis, and other reasoning exercises

related to finance management

- A current, in progress, or completed Masters and/or PhD is preferred but not required

Note: Payment is made via PayPal. We will never ask for any money from you. PayPal will handle any

currency conversions from USD. Only applicants in the United States will be considered for this role. This is an independent contract position.

#finance

Portfolio Manager

Addepar is a global technology and data company that helps investment professionals provide the most informed, precise guidance for their clients. Hundreds of thousands of users have entrusted Addepar to empower smarter investment decisions and better advice over the last decade. With client presence in more than 45 countries, Addepar’s platform aggregates portfolio, market and client data for over $6 trillion in assets. Addepar’s open platform integrates with more than 100 software, data and services partners to deliver a complete solution for a wide range of firms and use cases. Addepar embraces a global flexible workforce model with offices in Silicon Valley, New York City, Salt Lake City, Chicago, London, Dublin, Edinburgh and Pune.

Industry: Software Development
Company Size: 501-1,000 employees

Addepar

**Who We Are**

Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflows. More than 1,400 firms in nearly 60 countries use Addepar to manage and advise on nearly $9 trillion in assets. Its open platform integrates with nearly 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva and São Paulo.

**The Role**

Addepar is seeking a strategic and results-oriented Lifecycle Marketer to join our marketing team, specifically focused on the US RIA (Registered Investment Advisor) segment. This role is responsible for designing and executing end-to-end marketing strategies that span the entire prospect and client lifecycle—from initial awareness and lead generation through to implementation, retention, upsell, and renewal. The ideal candidate will have a deep understanding of the US RIA landscape and a proven track record of using data-driven insights to drive customer lifetime value and long-term firm growth.

Addepar takes a market-based approach to pay. A successful candidate’s starting pay will be determined based on the role, job-related skills, experience, qualifications, work location, and market conditions.

The range displayed on each job posting reflects the minimum and maximum target base salary for roles in Colorado, California, and New York. The current range for this role is $109,000 - $170,000 (base salary) + bonus + equity + benefits.

Your recruiter can share more about the specific salary range for your preferred location during the hiring process. Additionally, these ranges reflect the base salary only, and do not include bonus, equity, or benefits.

Applicants must be legally authorized to work in the United States for any employer without requiring current or future visa sponsorship (for example, employment-based visas such as H-1B, F-1/OPT, or similar), and must be authorized to begin work in the U.S. on their first day of employment.

**What You’ll Do**

- Manage the Full Lifecycle Journey: Design, implement, and optimize multi-channel lifecycle programs (email, in-app, web, etc.) for the US RIA segment to drive prospect conversion and maximize client retention and expansion

- Drive Awareness and Acquisition: Develop targeted campaigns to build brand awareness within the RIA community and generate high-quality leads for the sales team

- Optimize Client Implementation Engagement: Partner with the Customer Success team to optimize our implementation experience marketing efforts and develop ongoing engagement initiatives that ensure clients realize the full value of the Addepar platform

- Execute Retention and Upsell Strategies: Identify opportunities for account growth and renewal; develop triggered and automated campaigns to drive feature adoption, upsells, and cross-sells

- Content and Messaging Strategy: Create and curate compelling, segment-specific content and messaging that resonates with RIA principals and advisors at every stage of their journey

- Data-Driven Optimization: Partner with Marketing Operations to continuously analyze lifecycle metrics (e.g., conversion rates, retention, churn, and LTV) to optimize campaign performance

- Collaborate Cross-Functionally: Work closely with Sales, Customer Success, Product, and Marketing Operations to ensure a unified and consistent brand experience across all touchpoints

- Leverage Marketing Technology: Utilize marketing automation tools (e.g., Marketo), CRM systems (Salesforce), and analytics platforms to build, scale, and measure personalized lifecycle journeys

**Who You Are**

- Bachelor's degree in Marketing, Business, or a related field.

- Substantial experience in B2B marketing, preferably in the financial technology or financial services (or B2B SaaS experience marketing into financial services/RIAs)

- Proven experience in managing and executing marketing campaigns bringing together multiple marketing channels (digital, content, events, social, media etc).

- Strong project management skills with the ability to manage multiple initiatives simultaneously

- Excellent communication and interpersonal skills, with the ability to build and maintain relationships with partners and internal stakeholders

- Proficiency in marketing automation tools, CRM systems, and analytics platforms

- Creative thinker with a strategic mindset and a results-driven approach

- Proactive and enthusiastic with a can-do attitude and willingness to learn new skills

- Ability to thrive in a fast-paced, dynamic environment and adapt to changing priorities

**Our Values**

- Act Like an Owner - Think and operate with intention, purpose and care. Own outcomes.

- Build Together - Collaborate to unlock the best solutions. Deliver lasting value.

- Champion Our Clients - Exceed client expectations. Our clients’ success is our success.

- Drive Innovation - Be bold and unconstrained in problem solving. Transform the industry.

- Embrace Learning - Engage our community to broaden our perspective. Bring a growth mindset.

In addition to our core values, Addepar is proud to be an equal opportunity employer. We seek to bring together diverse ideas, experiences, skill sets, perspectives, backgrounds and identities to drive innovative solutions. We commit to promoting a welcoming environment where inclusion and belonging are held as a shared responsibility.

We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.

PHISHING SCAM WARNING: Addepar is among several companies recently made aware of a phishing scam involving con artists posing as hiring managers recruiting via email, text and social media. The imposters are creating misleading email accounts, conducting remote “interviews,” and making fake job offers in order to collect personal and financial information from unsuspecting individuals. Please be aware that no job offers will be made from Addepar without a formal interview process. Additionally, Addepar will not ask you to purchase equipment or supplies as part of your onboarding process. If you have any questions, please reach out to ta-operations@addepar.com.

Sr. Performance Marketing Manager, RIAs

Find Trader jobs in New York, NY with Savvy's AI Recruiter. Browse opportunities from top companies and get matched with roles that match your skills using our intelligent recruitment system.