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

Savvy Admin PROD

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

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)

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

Tradeweb Markets Inc. (Nasdaq: TW) is a leading, global operator of electronic marketplaces for rates, credit, equities and money markets. Founded in 1996, Tradeweb provides access to markets, data and analytics, electronic trading, straight-through-processing and reporting for more than 50 products to clients in the institutional, wholesale, retail and corporates markets. Advanced technologies developed by Tradeweb enhance price discovery, order execution and trade workflows while allowing for greater scale and helping to reduce risks in client trading operations. Tradeweb serves more than 2,800 clients in more than 70 countries. On average, Tradeweb facilitated more than $1.9 trillion in notional value traded per day over the past four fiscal quarters.

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

Tradeweb

Tradeweb Markets is a world leader in the evolution of electronic trading. A fintech company serving approximately 2,500 clients – including the world’s largest banks, asset managers, hedge funds, insurance companies, wealth managers and retail clients -- in more than 65 countries across the globe. Since our first trade in 1998, we have helped transform and electronify the fixed income markets. Tradeweb is a culture built on innovation, creativity and collaboration. Through a combination of very talented and driven people, innovative products and solutions, cutting-edge technology, market data, and a vast network of clients, we continue to work together to improve the way financial markets trade.

Mission: Move first and never stop. Collaborate with clients to create and build solutions that drive efficiency, connectivity, and transparency in electronic trading.

Tradeweb Markets LLC ("Tradeweb") is proud to be an EEO Minorities/Females/Protected Veterans/Disabled/Affirmative Action Employer.

https://www.dol.gov/ofccp/regs/compliance/posters/pdf/eeopost.pdf

**Group Details **

This position is responsible for delivering and maintaining high-impact, data-driven insights, recommendations and metrics around trading activity and trends for the Institutional US Rates platform. An ideal candidate will be a natural problem solver, strategic thinker with intellectual curiosity, results driven and possess a strong interest in finance and data analytics.

**Job Responsibilities **

- Utilize Python /SQL /Tableau /VBA along with Agentic tools to create useful, visually appealing dashboards / applications for internal and external use

- Build and test models to predict market trends such as trade cost and pricing based on publicly available and proprietary data, using traditional methods as well as ML when appropriate

- Leverage AI and coding agents to improve workflows and increase efficiency

- Partner with sales, product and senior management teams to create and maintain effective and compelling analysis and reports

- Develop working relationships across multiple internal departments to effectively collate and analyze data

- Understand reporting infrastructures and adjust accordingly to align with data governance, compliance, marketing and business needs

- Identify external data requests that need to be streamlined to allow for more efficient ways to provide approved data to clients.

- Analysis of trading and market data to identify trends and patterns in market/customer behavior, generate recommendations to optimize across different dimensions

- Find ways to create revenue generating data products beyond standard reporting

**Qualifications **

- Bachelor’s Degree in Computer/Data Science, Statistics, Business, Finance or any equivalent analytic field of study or equivalent work experience

- 5+ years experience

- Ability to ask the right questions and be a problem solver

- Ability to work cooperatively and collaboratively with all levels of employees, management, and other members of the business

- Ability to work well with others in a team-oriented environment

- Excellent written and oral communication skills

- Ability to work under pressure and able to handle multiple tasks with efficiency on a daily basis

- Proven analytical skills; ability to create reports and model data

- Fluency in Tableau and other data visualization software is required

- Expert Excel knowledge is required

- SQL experience is required

- Python experience is required

- Experience and understanding for Rates and Fixed Income Markets is a plus

**Additional Information **

Tradeweb is committed to providing valuable and competitive benefits. In addition to working in our culture of innovation and collaboration, we offer:

- Health Insurance: Highly competitive medical, dental, and vision programs

- Hybrid Environment: Our employees have the flexibility of working in the office and from home. This role can be based out of our NYC or Jersey City office.

- Health Care and Dependent Care Flexible Spending Accounts: You may elect to set aside pre-tax earnings to pay for eligible health care and dependent day care expenses for you and your eligible family members.

- Maven Family Building Benefit: Maven offers support for fertility and preconception; pregnancy and post-partum; adoption; surrogacy and pediatrics for children up to age 10. Tradeweb provide a $10,000 lifetime reimbursement towards fertility, egg freezing, adoption and surrogacy expenses.

- Building Wealth - 401(k) Savings Plan: Employees are immediately eligible for the 401(k) plan. Participants may contribute up to 75% of eligible compensation into a traditional 401(k) and/or Roth 401(k). Tradeweb will match 100% of the first 4% of compensation that you contribute.

- The current pay range for this role if performed in the city of New York is currently $100,000 to $250,000 per year, based on a regular, full-time schedule. The amount of pay offered will be determined by a number of factors, including but not limited to qualifications, market data, geographic location, and internal guidelines.

**Other Benefit Programs **

- Pre-Tax Commuter Benefits Program

- ARAG Legal Services

- Employee Assistance Program

- Tuition Reimbursement

- Financial Wellness Tools

- Travel Assistance Benefits

- Pet Insurance

- Corporate Gym Subsidies

- Wellness Perks

- Paid Time Off and Parental Leave

Fixed Income Data Science Analyst

We connect specialist talent with firms shaping global finance, professional services, and commercial growth. Because in every sector, competitive edge starts with the right hires, and we know how to find them.

At Taurus Search, relationships come first. We believe real success starts by understanding people, their ambitions, their markets, and the impact the right move can make.

Industry: Staffing and Recruiting
Company Size: 11-50 employees

Taurus Search

**Customer Success Associate / Client Support Specialist – Fintech SaaS **

New York, NY | Hybrid

Are you passionate about helping financial advisors and institutions succeed? Join a fast-growing fintech platform that is transforming how wealth managers deliver value to their clients.

We’re looking for a **Customer Success Associate (Client Support Specialist) ** to serve as the front line for advisor support, onboarding, and relationship management.

**What You’ll Do **

- Act as the first point of contact for advisors and clients, responding to inquiries via phone, email, and chat

- Guide new users through onboarding, training, and adoption of our technology

- Troubleshoot client issues and partner with product/operations teams to resolve them quickly

- Build relationships that drive engagement, retention, and long-term client satisfaction

- Identify opportunities to improve processes and client experience

**What We’re Looking For **

- 1–3 years of experience in customer success, client services, account management, or support (fintech, SaaS, or financial services preferred)

- Excellent communication skills with a strong customer-first mindset

- Comfort working in a fast-paced, technology-driven environment

- Ability to manage multiple client requests while staying detail-oriented

- FINRA licensing (Series 7, 63, or 66)

**Why Join **

- Hybrid NYC office (collaborative, energetic team environment)

- Opportunity to grow your career in fintech / wealthtech with exposure to leading financial advisors and RIAs

- Competitive base salary + bonus + full benefits

Customer Success Associate / Client Support Specialist

Morningstar, Inc. is a leading provider of independent investment insights in North America, Europe, Australia, and Asia. The Company offers an extensive line of products and solutions that serve a wide range of market participants, including individual and institutional investors in public and private capital markets, financial advisors and wealth managers, asset managers, retirement plan providers and sponsors, and issuers of fixed-income securities. Morningstar provides data and research insights on a wide range of investment offerings, including managed investment products, publicly listed companies, private capital markets, debt securities, and real-time global market data. Morningstar also offers investment management services through its investment advisory subsidiaries, with approximately $328 billion in AUMA as of Sept. 30, 2024. The Company operates through wholly-owned subsidiaries in 32 countries.

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

Morningstar

**The Group: **Morningstar, Inc., a leading global provider of independent investment research, is seeking an experienced sales professional to join Morningstar’s CRSP Research Data Products (RDP) business within the Indexes Group. Morningstar’s RDP suite is a market-leading source of research-quality historical market and returns data, trusted by more than 600 institutions across 35 countries. RDP clients include leading financial institutions, government agencies, and top-tier research universities that rely on these deep historical databases for academic research, investment analysis, and strategic decision-making.

**The Role: **Morningstar Indexes is seeking a highly motivated Research Data Products (RDP) Sales Specialist to drive growth across sophisticated asset management clients. This role focuses on promoting and expanding adoption of the RDP suite among Asset Managers, Wealth Managers, Hedge Funds, Market Makers, Banks, and Broker-Dealers that use deep historical market data for advanced use cases, including back-testing, risk modeling, and market simulation.

You will collaborate closely with colleagues across Index Data Sales, Product, and Client Service to identify expansion opportunities and deliver tailored RDP solutions. Because this role covers a broad range of client segments, it will require approximately 30% travel. The position will be based in Chicago, New York or London.

**Responsibilities**

- Own and grow a commercial book of business across asset managers, hedge funds, trading firms, banks, and wealth platforms.

- Consistently meet and exceed revenue targets, with a focus on new sales, expansions, and repricing opportunities.

- Identify, qualify, and develop short-term opportunities and long-term strategic partnerships.

- Lead consultative sales conversations around data usage, licensing scope, and value intensity.

- Collaborate closely with Product, Legal, and Customer Success teams to structure optimal commercial solutions.

- Develop a strong understanding of client workflows, including data needs for research, portfolio construction, trading, risk, and analytics.

- Deliver compelling product demonstrations and clearly articulate the value of Morningstar RDP datasets.

- Maintain accurate pipeline management, forecasting, and activity tracking in CRM.

- Build trusted relationships with senior decision-makers, including PMs, quants, risk teams, and heads of research.

**What You Will Bring**

- Direct experience selling financial data, analytics, or market data to institutional clients (asset managers, hedge funds, banks, or trading firms).

- Demonstrated success closing new business and expansion deals in a quota-carrying role.

- Experience selling complex, data-driven solutions with non-standard pricing and licensing structures.

- Strong consultative selling skills with the ability to understand client use cases and translate them into commercial opportunities.

- Ability to engage credibly with sophisticated clients across research, investment, trading, and risk functions.

- Familiarity with data licensing models, enterprise agreements, or usage-based pricing.

- Excellent written and verbal communication skills, including the ability to present technical concepts clearly and persuasively.

- Highly organized, proactive, and comfortable managing multiple opportunities simultaneously.

**Requirements**

- Bachelor’s degree required.

- 5+ years’ experience in market data, index data, financial analytics, or adjacent data products.

- Willingness to travel up to 30%.

**Compensation And Benefits**

At Morningstar we believe people are at their best when they are at their healthiest. That’s why we champion your wellness through a wide range of programs that support all stages of your personal and professional life. Here are some examples of the offerings we provide:

- Financial Health

- 100% 401k match up to 6% of salary

- Stock Ownership Potential

- Company provided life insurance - 1x salary + commission

- Physical Health

- Comprehensive health benefits (medical/dental/vision) including potential premium discounts and company-provided HSA contributions (up to $500-$2,000 annually) for specific plans and coverages

- Additional medical Wellness Incentives - up to $300-$600 annual

- Company-provided long- and short-term disability insurance

- Emotional Health

- Trust-Based Time Off

- 6-week Paid Sabbatical Program

- 6-Week Paid Family Caregiving Leave

- Competitive 8-24 Week Paid Parental Leave

- Adoption Assistance

- Leadership Coaching & Formal Mentorship Opportunities

- Annual Flex Stipend - $1000 annually to cover personal education & well-being expenses

- Tuition Reimbursement

- Social Health

- Charitable Matching Gifts program

- Dollars for Doers volunteer program

- Paid volunteering days

- 15+ Employee Resource & Affinity Groups

Morningstar's hybrid work environment gives you the opportunity to collaborate in-person each week as we've found that we're at our best when we're purposely together on a regular basis. In most of our locations, our hybrid work model is four days in-office each week. A range of other benefits are also available to enhance flexibility as needs change. No matter where you are, you'll have tools and resources to engage meaningfully with your global colleagues.

001_MstarInc Morningstar Inc. Legal Entity

Research Data Products Sales Director

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