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

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

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

Citi

Savvy Admin PROD

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

**Responsibilities:**

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

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

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

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

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

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

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

- Partner with Bankers to prospect for new investment business

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

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

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

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

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

- Provide direct and active ongoing portfolio advice to assigned client

- Uncover needs that are not clearly expressed by the client

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

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

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

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

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

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

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

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

**Qualifications:**

- 10+ years of experience

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

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

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

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

**Education:**

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

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**Job Family Group:**

Private Client Product Services

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**Job Family:**

Investment Counselor

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**Time Type:**

Full time

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**Primary Location:**

New York New York United States

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**Primary Location Full Time Salary Range:**

$211,280.00 - $316,920.00

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

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**Most Relevant Skills**

Please see the requirements listed above.

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**Other Relevant Skills**

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

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**Anticipated Posting Close Date:**

May 27, 2026

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

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

Investment Associate - Group Manager - Senior Vice President

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 Private Equity Analyst 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.

**Role**

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 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

Private Equity Analyst

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

**Role**

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 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 Analyst

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

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

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

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

JPMorganChase

**Job Description**

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

**Job Summary**

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

Job responsibilities

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

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

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

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

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

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

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

**Required Qualifications, Capabilities, And Skills**

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

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

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

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

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

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

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

**Preferred Qualifications, Capabilities, And Skills**

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

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

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

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

**ABOUT US**

JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world’s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

**About The Team**

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

Global Research - Latam Corporate Credit - Vice President

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

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

Get in touch at hello@daloopa.com.

Industry: Software Development
Company Size: 51-200 employees

Daloopa

**About Daloopa, Inc.**

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

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

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

**Why ** **Daloopa?**

- Competitive pay + performance incentives

- Equity in a fast-growing FinTech

- Hybrid work schedule (3 days in-office)

- Career growth and mentorship opportunities

- A vibrant, collaborative culture

- Full benefits package

**About The Role**

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

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

**About The Role**

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

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

**What ** **You’ll ** **Do**

- Own product strategy and roadmap for Scout

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

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

- Translate AI capabilities into intuitive, repeatable product experiences

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

- Lead execution with engineering and design

- Communicate clearly with founders, executives, and stakeholders

- Build alignment and earn trust across your EPD squad

**Who You Are**

- 5+ years experience in product management

- Experience building 0 -> 1 or early stage products

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

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

- Comfortable operating in ambiguity and moving without direction

- Resilient and persistent in driving outcomes

- Highly structured and clear communicator

- Strong ability to influence and align cross-functional teams

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

**Success Looks Like**

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

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

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

**Apply**

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

Product Manager - AI

DataAnnotation is committed to creating high-quality AI. We are looking for an Equity Research Analyst 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.

**Role**

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 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

Equity Research Analyst

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

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

For more information, visit www.guidepoint.com.

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

Guidepoint

**Overview:**

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

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

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

**What You’ll Do:**

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

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

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

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

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

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

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

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

**What You Have:**

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

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

- Experience conducting therapeutics company research is required.

- Highly motivated and driven individual that demonstrated consistent performance.

- Proven track record of conducting and moderating expert interviews.

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

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

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

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

- Ability to work in a fast-paced entrepreneurial environment

**What We Offer:**

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

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

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

- Comprehensive medical, dental, and vision plans

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

- Commuter benefits and a corporate gym rate

- Development opportunities through the LinkedIn Learning platform

- Free snacks and beverages in the office

- Friday happy hour and “Summer Fridays”

- Year-round corporate athletic league

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

**About Guidepoint:**

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

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

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

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

**Compensation**

$220,000—$220,000 USD

Strategist, Therapeutics

DataAnnotation is committed to creating high-quality AI. We are looking for an Investment Analyst 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.

**Role**

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 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

Investment Analyst

QC Capital Group is a premier private equity investment firm specializing in alternative assets, with a strong focus on high-performing Car Wash and Flex Industrial Space investments across the United States. Our team excels in sourcing and acquiring recession-resilient assets, leveraging operational efficiencies and strategic management to deliver superior returns for our investors.

Our mission is to help accredited investors achieve financial freedom by providing access to cash-flowing, tax-advantaged investment opportunities that outperform traditional markets. By diversifying into alternative assets like car washes and flex space, we enable our investors to build long-term wealth, replace traditional W-2 income, and create more time for what truly matters, family, friends, and the lifestyle they deserve.

Industry: Real Estate
Company Size: 2-10 employees

QC Capital

**Job Title: ** Acquisitions & Investment Analyst

**Reports To: ** Chief Executive Officer

**Location: ** Charlotte, NC (In Office)

**FLSA Status: ** Exempt

**Position Overview **

QC Capital is seeking an Acquisitions & Investment Analyst to support the sourcing, evaluation, and execution of investment opportunities across its portfolio companies, with a primary focus on retail, car wash, and oil change (quick lube) platforms. This role is responsible for advanced financial analysis, underwriting, and due diligence, ensuring disciplined investment decisions aligned with fund strategy and return objectives.

This position functions as a key analytical partner to leadership, delivering data-driven insights and supporting efficient capital deployment across multiple service-based verticals.

**Key Responsibilities **

- Perform detailed financial analysis and underwriting of acquisition opportunities across retail, car wash, and oil change platforms.

- Build and maintain complex financial models, including cash flow projections, IRR analysis, and scenario/sensitivity modeling.

- Evaluate potential investments for strategic alignment, operational scalability, and risk-adjusted return profile.

- Conduct market research, industry analysis, and competitive benchmarking across automotive services and retail sectors.

- Support deal execution, including financial diligence, valuation analysis, and transaction structuring.

- Prepare investment memoranda, presentations, and analytical materials for executive leadership and stakeholders.

- Coordinate and support due diligence efforts across financial, operational, legal, and market workstreams.

- Track and manage acquisition pipeline activity, including sourcing metrics and deal progression.

- Analyze portfolio performance and provide insights on capital allocation, margin optimization, and growth opportunities.

- Partner with portfolio company leadership to refine acquisition strategies and integration assumptions.

**Qualifications **

- Bachelor’s degree in Finance, Economics, Real Estate, or related field (MBA or CFA preferred).

- 5–8+ years of experience in private equity, investment banking, corporate development, or multi-unit service-based acquisitions.

- Experience or exposure to automotive services (car wash, oil change/quick lube) or retail roll-up strategies is strongly preferred.

- Advanced financial modeling and valuation expertise.

- Strong understanding of key investment metrics, including IRR, ROI, and cash-on-cash returns.

- Proficiency in Excel and financial analysis tools.

- Ability to manage multiple transactions simultaneously in a fast-paced, deal-driven environment.

- Strong analytical, organizational, and problem-solving capabilities.

- Effective communication skills with the ability to synthesize complex data for senior stakeholders.

-

- High attention to detail, professionalism, and discretion.

Acquisitions & Investment Analyst

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

Industry: Software Development
Company Size: 51-200 employees

Mercor

**About The Job**

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

**Position: ** Venture Capital Expert

**Type: ** **Contract**

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

**Location: ** **Remote**

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

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

**Role Responsibilities**

- Evaluate and create board materials for venture capital projects.

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

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

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

- Work independently and asynchronously to meet project deadlines.

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

**Qualifications**

**Must-Have**

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

- Experience in board materials creation.

- Proficiency in market sizing/TAM analysis.

- Skills in investment/analysis summaries and memos.

- Experience in sourcing for deals.

**Compensation & Legal**

- Hourly contractor

- Paid weekly

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

- Upload resume

- AI interview based on your resume

- Submit form

**Resources & Support**

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

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

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

Join us as we celebrate 50 years of empowering our 50 million investor-owners.* Since our founding in 1975, we’ve been on a mission to help investors achieve their goals.

With no outside shareholders to answer to, we make decisions—including keeping investing costs as low as possible—with our clients’ needs in mind. Whether you’re investing for your first house, college for your kids, or a comfortable retirement, you can be confident we’re on your side.

We are a community that thinks—and feels—differently about investing. Together, we’re changing the way the world invests. Let’s celebrate 50 years together.

Community guidelines: vgi.vg/sgl1

*As of January 2025

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

Vanguard

At Vanguard, our core purpose is to take a stand for all investors, to treat them fairly, and to give them the best chance for investment success. We put our investors first in all we do, and because of it, our clients have entrusted $12 trillion of their hard-earned savings to us.

Financial Advisor Services (FAS) provides services and investment products, such as exchange-traded funds (ETFs) and mutual funds, to Vanguard's financial advisor clients. FAS serves broker-dealers, asset managers, bank trust departments, registered investment advisors, and insurance companies, both at an advisor and home office level.

Financial Advisors are challenged by an ever-changing market environment and seek our partnership in driving better investment outcomes for their clients. Our team of experts provide comprehensive analysis and perspectives to help Advisors make sense of the current market and economic environment and identify and address portfolio construction challenges. We continue to experience significant demand from Advisors and Sales, and these roles represent an expansion of our team. Ideal candidates will possess strong investment acumen, excellent communication and relationship management skills, and the desire to positively impact the professional development of portfolio analyst crew.

We are seeking a Senior Portfolio Strategist to help our most sophisticated advisory clients build better portfolios and improve outcomes for clients.

**NOTE: ** Will also consider remote work locations in the United States.

**What It Takes**

- Advises financial advisor clients on asset allocation, portfolio construction, and fund selection decisions. Consults with clients to develop or adapt investment policy statements.

- Communicates with clients to provide investment strategies to achieve client's goals. Identifies the appropriate risk tolerance, discuss appropriate savings or spending strategies and provide additional financial planning solutions as needed. Communicates with clients about investment products.

- Conducts investment reviews and shares findings and recommendations with clients and related governing bodies.

- Collaborates with internal partners to develop and deliver targeted client strategies, ensure a cohesive client experience, and maximize adoption and effective application of Vanguard services. Participates in the business development process.

- Represents the department's viewpoint when collaborating with internal partners to develop and enhance Vanguard's advisory and investment methodology and portfolio strategies. Acts as a liaison to senior management and other divisions.

- Serves as an internal and external subject matter expert on the investment and client industries, market conditions, competitors, and compliance, regulatory, and departmental policies and procedures. Contributes to the development of Vanguard's external publications and presents at conferences and client events.

- Coaches, collaborates, and provides insight and direction to less experienced crew and internal partners.

- Participates in special projects and performs other duties as assigned.

**Qualifications**

- 10+ year’s related experience in the Financial Services industry or client services.

- Undergraduate degree or equivalent combination of training and experience.

- Strong investment acumen: experience demonstrating deep knowledge of portfolio construction, including asset allocation, sub asset allocation, and product selection

- Excellent communication & relationship management skills: ability to deliver comprehensive portfolio reviews clearly & credibly to sophisticated financial advisors and influence their portfolio construction decision making process; ability to build trust with Vanguard Sales teams and advisors

- Knowledge of intermediary industry: broad understanding of the industry landscape plus an appreciation of practical challenges/constraints facing financial advisors across channels

- FINRA Series 7 & 63.

**Special Factors**

- CFA or CFP is highly preferred.

**Special Factors**

**Sponsorship**

Vanguard is not offering visa sponsorship for this position.

**About Vanguard**

At Vanguard, we don't just have a mission—we're on a mission.

To work for the long-term financial wellbeing of our clients. To lead through product and services that transform our clients' lives. To learn and develop our skills as individuals and as a team. From Malvern to Melbourne, our mission drives us forward and inspires us to be our best.

**How We Work**

Vanguard has implemented a hybrid working model for the majority of our crew members, designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection. We believe our mission-driven and highly collaborative culture is a critical enabler to support long-term client outcomes and enrich the employee experience.

Senior Portfolio Strategist

BNP Paribas est une banque de premier plan en Europe avec un rayonnement international. Elle est présente dans 65 pays, avec plus de 190 000 collaborateurs, dont plus de  145 000 en Europe. 

BNP Paribas détient des positions clés dans ses trois grands pôles opérationnels :
⚉ Commercial, Personal Banking & Services pour l’ensemble des réseaux des banques de détail du Groupe et plusieurs métiers spécialisés parmi lesquels BNP Paribas Personal Finance ou encore Arval ;
⚉ Investment & Protection Services pour les solutions d’épargne, d’investissement, de protection et les services immobiliers ;
⚉ Corporate & Institutional Banking centré sur les solutions pour les clientèles Entreprises et Institutionnels.

Le Groupe accompagne l’ensemble de ses clients (particuliers, associations, entrepreneurs, PME, grandes entreprises et institutionnels) pour les aider à réaliser leurs projets en leur proposant des services de financement, d’investissement, d’épargne et de protection.  
En Europe, le Groupe a quatre marchés domestiques (la Belgique, la France, l'Italie et le Luxembourg) et BNP Paribas Personal Finance est le 1er acteur spécialisé du financement aux particuliers en Europe. BNP Paribas développe également son modèle intégré de banque de détail dans les pays du bassin méditerranéen, en Turquie, en Europe de l’Est et a un réseau important dans l'Ouest des Etats-Unis. 
Dans ses activités Corporate & Institutional Banking et Investment & Protection Services, BNP Paribas bénéficie d'un leadership en Europe, d'une forte présence dans les Amériques, ainsi que d'un dispositif solide et en forte croissance en Asie-Pacifique.

Pour en savoir plus sur notre Politique de Protection des Données : https://group.bnpparibas/protection-donnees

Industry: Services bancaires
Company Size: + de 10 000 employés

BNP Paribas

BNP Paribas Asset Management (BNPP AM) is the asset management division of BNP Paribas Group. As of July 1, 2025, AXA Investment Managers’ (AXA IM) activities have been fully integrated into BNPP AM, creating a unified and strengthened global platform.

BNPP AM is a leading global asset manager, leveraging the Group’s scale, stability, and expertise. We serve a diverse client base, including institutional investors, corporations, distribution partners, and retail clients worldwide. Our investment capabilities cover a broad range of asset classes, from traditional strategies like equities, fixed income, and multi-assets to alternatives such as real estate, infrastructure, private debt, and private equity. This allows us to tailor solutions to meet client objectives.

With AXA IM’s integration, BNPP AM now ranks among Europe’s top asset managers, managing approximately €1.6 trillion in assets, with a focus on long-term savings and alternative strategies.

Sustainability is central to our approach. We prioritize ESG and responsible investing to deliver sustainable, long-term performance while supporting environmental, social, and economic transitions. Adopting a pragmatic, long-term perspective, we aim to generate durable value for clients, employees, and the economy, backed by strong risk management and responsible finance principles

All figures are sourced from publicly available data as of September 2025

The Loans research analysts, in collaboration with the Portfolio Managers, contribute to building sound leveraged loan portfolios by sourcing attractive relative value opportunities in the primary and secondary markets and actively monitoring the performance of each investment

**Your daily responsibilities:**

- Cover approximately 40-50 broadly syndicated leveraged loan credits across multiple sectors

- Perform due diligence, prepare full single-name credit write-ups including cash-flow projections, and present recommendations to the Credit Committee

- Monitor assets in portfolio (ad hoc and quarterly reviews, amendments/waivers, recovery analysis) and in the investable universe

- Present sector views on an ad hoc and semi-annual basis

- Identify relative value trade opportunities along with Portfolio Managers

- Maintain network of relationships with analysts at other asset managers, arranger banks, advisors, and PE sponsors to exchange information and enhance AXA’s presence and franchise

- Participate in marketing efforts (presentation to investors)

- Collaborate with other internal teams

**Are you our next US Leveraged Loans Research Analyst?**

- Education/Qualifications: Bachelor’s Degree

- Experience: 8+ years of Leveraged Loan Credit Analysis prior experience. Auto, Housing / Building Materials, Aerospace & Defense sectors knowledge preferred

**Knowledge And Skills**

- Ability to perform in-depth, qualitative and quantitative credit due diligence

- Understanding of legal loan documentation terms

- Experience in work-out/restructuring situations

- Knowledge of structured credit vehicles as well as total return strategies and familiarity with the different associated portfolio management styles

- Knowledge of the bank loan markets and players, ideally acquired within a previous loan credit analyst position at sell-side / buy-side institutions or rating agencies

US Leveraged Loans Research Analyst

Gowan Company is a global, family-owned agricultural solutions business headquartered in Yuma, AZ. Gowan's employees are part of a shared mission to help farmers improve the health and productivity of their crops to contribute to the food security of a growing global population. Gowan began as a local crop consultancy in the desert Southwest and has since grown into a global company comprised of multiple entities in various countries across the world. 

There are many perks and benefits to working at Gowan, including monthly company luncheons, weekly happy half-hour celebrations, global meetings, competitive compensation and benefits package including medical, dental, vision, 401K, and paid time off as well as an annual company bonuses contingent on individual performance and profitability of the company.

Industry: Chemical Manufacturing
Company Size: 1,001-5,000 employees

Gowan Company

**Position Summary: **

The Global Portfolio Asset Manager (GPAM) is responsible for maximizing the long-term value of new and existing Active Ingredients (AIs) through excellence in Product/Portfolio Life Cycle Management. The GPAM will lead the overall strategy of the portfolio and manage its business for long-term health and profitability.

**Department: ** Global Assets

**Reports to: ** Head of Global Assets

**Employment Status: ** Full-Time, Exempt

**Duties and Responsibilities: **

**Strategic Planning and Execution: **

- Develop and manage a 5-year strategic plan to optimize the return on intellectual, physical, and financial assets within the portfolio.

- Collaborate with regional, country, and functional teams to develop medium and long-term strategies that deliver on the 5-year plan, ensuring sustainable competitiveness and alignment with grower needs.

- Continuously communicate strategies to key stakeholders to ensure alignment and execution.

**Portfolio Management and Cross-Functional Leadership: **

- Lead Global Portfolio Asset Teams (GPAT), setting and driving strategic projects to achieve the 5-year plan, including initiatives such as new molecule development, regulatory mitigation, cost reduction, and gap analysis.

- Define and implement both organic and inorganic growth strategies, expanding market presence and identifying new opportunities aligned with the 5-year strategic plan.

- Lead the launch plans for new AIs in collaboration with regional marketing teams in key introductory countries.

- Develop and drive post-patent strategy to maximize the value of AIs throughout their lifecycle, ensuring timely execution across regions and functions.

**Business Case Development and Financial Management: **

- Challenge and validate business cases for R&D, production, and third-party licensing investments, gaining approval through governing bodies.

- Ensure that value pricing evaluations for strategic formulations in key countries are up to date.

- Lead AI forecasting processes annually and challenge regional sales performance, margin, and forecasts monthly through global S&OP and business planning.

- Prepare AI allocation plans as necessary and secure approval at global S&OP meetings.

- Establish and adjust functional area budgets in line with the strategic plan and project needs.

**Required Qualifications: **

- **Background in Sales, Customer Marketing, or R&D Management ** with strong experience in crop protection.

- Solid understanding of **market dynamics in crop protection **, including trends and key drivers.

- Experience with leveraging new **technology and digital tools ** to manage complex projects, with a deep understanding of alternative technologies.

- Ability to anticipate **societal and economic challenges ** in the crop inputs market and lead through change with an open mindset.

- Proven leadership skills, with experience in **influencing cross-functional teams ** and engaging a broad range of stakeholders.

- **Strategic mindset ** with the ability to think long-term and drive business success.

**Preferred Qualifications: **

- **MBA ** or other advanced degree in business or a related field.

- Experience in **strategic negotiations ** and project management.

- **Bilingual ** in Spanish, Italian, or Portuguese is preferred.

**Job Expectations / Working Conditions: **

- Ability to work in both office and field environments as required.

- Some travel may be necessary to collaborate with regional and global teams, as well as to attend industry events and conferences.

- Strong commitment to maintaining a dynamic, collaborative, and growth-oriented work environment.

Global Portfolio Asset Manager

BG Staffing (NYSE: BGSF) provides best-in-class property management resources and solutions to growing apartment and luxury communities, as well as commercial properties, and was awarded Supplier Company of the Year by the National Apartment Association in recent years.

Through its exclusive and semi-exclusive agreements with some of the largest property management companies in North America, BG offers differentiated advantages to clients, including trained talent and unique technological platforms that maximize efficiencies in the growing residential and commercial leased property industries.

For more information on the Company and its services, please visit its website at www.bgstaffing.com

Industry: Staffing and Recruiting
Company Size: 501-1,000 employees

BG Staffing

**Commercial Business Development Manager — Facilities Services**

Atlanta, GA / Southeast Region

$90,000 Base Salary + Commission Structure

- Must have Commercial real estate broker or agent license**

- Must have experience in commercial real estate property management or operations**

Role Summary

We are seeking a business development professional to drive market adoption across the Atlanta metro and Southeast for our operations and facilities division. We offer commercial property owners a turnkey solution — maintenance, landscaping, cleaning, day porter, concierge, and more — under a single contract. We also offer a la carte services for owners who need a custom fit.

We know that rejection is part of the job. Every "no" is data that sharpens our approach. We need someone who understands that and shows up anyway.

Key Responsibilities

-  Prospect and engage commercial property owners, asset managers, and property managers across Atlanta and the Southeast

-  Conduct property walkthroughs and needs assessments to identify the right service mix for each account

-  Present and close turnkey and a la carte facilities service proposals

-  Build and maintain a disciplined outreach pipeline with consistent follow-up activity

-  Document prospect feedback, objections, and market intelligence to inform product and pricing refinements

-  Report weekly on pipeline status, activity metrics, and market observations

-  Manage new account onboarding and handoff to operations

-  Develop referral relationships with brokers, property managers, and industry contacts

-  Identify upsell and cross-sell opportunities within existing accounts

Target Property Types

-  Office (suburban, flex, mid-rise)

-  Retail and mixed-use

-  Industrial and light industrial

-  Multifamily and HOA-managed communities

Ideal Background

-  Commercial real estate broker or agent (office, retail, industrial, or multifamily)

-  Property manager or assistant property manager with client-facing experience

-  Facilities services, building operations, or commercial services sales (HVAC, security, janitorial, elevator)

-  Building or asset management professional transitioning to a business development role

**Skills & Qualifications**

-  Familiarity with the Atlanta and Southeast commercial real estate market

-  Ability to assess a property's operational needs and match to appropriate services

-  Self-directed with a hunter mentality and strong follow-through

-  Professional presence; comfortable presenting to ownership and management-level contacts

-  Resilient and productive in a long-cycle, relationship-driven sales environment

-  Strong written and verbal communication skills

**Compensation**

-  Competitive base salary commensurate with experience

-  Commission on new accounts and retained revenue

-  Performance bonuses for long-term account retention

-  Growth opportunity as the division expands across the Southeast

#ZIPTA

#BGTA

BG Staffing is an Equal Opportunity Employer. We are committed to providing equal opportunities for employment to all qualified people, regardless of race, color, national origin, religion, sex, age, disability status, veteran status, genetic information, or any other characteristic protected by applicable federal, state, or local law.

Commercial Business Development Manager

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

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

https://bit.ly/3n6Fxdy

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

BlackRock

**About This Role**

**Function Description:**

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

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

**Team Overview**

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

**About The Position**

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

**Key Responsibilities**

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

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

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

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

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

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

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

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

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

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

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

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

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

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

- Supporting the development of BIS position papers and reporting

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

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

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

**Desired Qualifications And Attributes Include**

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

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

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

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

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

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

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

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

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

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

For New York, NY Only the salary range for this position is USD$100,000.00 - USD$130,000.00 . Additionally, employees are eligible for an annual discretionary bonus, and benefits including healthcare, leave benefits, and retirement benefits. BlackRock operates a pay-for-performance compensation philosophy and your total compensation may vary based on role, location, and firm, department and individual performance.

**Our Benefits**

To help you stay energized, engaged and inspired, we offer a wide range of benefits including a strong retirement plan, tuition reimbursement, comprehensive healthcare, support for working parents and Flexible Time Off (FTO) so you can relax, recharge and be there for the people you care about.

**Our hybrid work model**

BlackRock’s hybrid work model is designed to enable a culture of collaboration and apprenticeship that enriches the experience of our employees, while supporting flexibility for all. Employees are currently required to work at least 4 days in the office per week, with the flexibility to work from home 1 day a week. Some business groups may require more time in the office due to their roles and responsibilities. We remain focused on increasing the impactful moments that arise when we work together in person – aligned with our commitment to performance and innovation. As a new joiner, you can count on this hybrid model to accelerate your learning and onboarding experience here at BlackRock.

**About BlackRock**

At BlackRock, we are all connected by one mission: to help more and more people experience financial well-being. Our clients, and the people they serve, are saving for retirement, paying for their children’s educations, buying homes and starting businesses. Their investments also help to strengthen the global economy: support businesses small and large; finance infrastructure projects that connect and power cities; and facilitate innovations that drive progress.

This mission would not be possible without our smartest investment – the one we make in our employees. It’s why we’re dedicated to creating an environment where our colleagues feel welcomed, valued and supported with networks, benefits and development opportunities to help them thrive.

For additional information on BlackRock, please visit @blackrock | Twitter: @blackrock | LinkedIn: www.linkedin.com/company/blackrock

BlackRock is proud to be an equal opportunity workplace. We are committed to equal employment opportunity to all applicants and existing employees, and we evaluate qualified applicants without regard to race, creed, color, national origin, sex (including pregnancy and gender identity/expression), sexual orientation, age, ancestry, physical or mental disability, marital status, political affiliation, religion, citizenship status, genetic information, veteran status, or any other basis protected under applicable federal, state, or local law. **View the ****EEOC’s Know Your Rights poster and its supplement ****and the ****pay transparency statement.**

BlackRock is committed to full inclusion of all qualified individuals and to providing reasonable accommodations or job modifications for individuals with disabilities. If reasonable accommodation/adjustments are needed throughout the employment process, please email Disability.Assistance@blackrock.com. All requests are treated in line with our **privacy policy **.

BlackRock will consider for employment qualified applicants with arrest or conviction records in a manner consistent with the requirements of the law, including any applicable fair chance law.

Associate, BlackRock Investment Stewardship - Latin America Portfolio

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

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

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

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

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

American Century Investments

**About Us**

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

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

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

**Role Summary**

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

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

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

**How You Will Make An Impact**

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

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

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

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

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

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

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

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

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

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

- 3+ years of experience in the investment management industry

- Bachelor’s degree

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

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

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

- Strong analytical and problem-solving skills

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

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

**Additional Assets (Preferred)**

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

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

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

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

**What We Offer**

- Competitive compensation package with bonus plan

- Generous PTO and competitive benefits

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

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

Learn more about our benefits and perks.

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

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

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

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

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

American Century Proprietary Holdings, Inc. All rights reserved.

Associate Portfolio Manager – Analytics & ETF Solutions

Founded in 2007 by two machine learning scientists, The Voleon Group is a quantitative hedge fund headquartered in Berkeley, CA. We are committed to solving large-scale financial prediction problems with statistical machine learning.   

The Voleon Group combines an academic research culture with an emphasis on scalable architectures to deliver technology at the forefront of investment management. Many of our employees hold doctorates in statistics, computer science, and mathematics, among other quantitative disciplines.   

Voleon's CEO holds a Ph.D. in Computer Science from Stanford and previously founded and led a successful technology startup. Our Chief Investment Officer and Head of Research is Statistics faculty at UC Berkeley, where he earned his Ph.D.  Voleon prides itself on cultivating an office environment that fosters creativity, collaboration, and open thinking. We are committed to excellence in all aspects of our research and operations, while maintaining a culture of intellectual curiosity and flexibility.  

The Voleon Group is an Equal Opportunity employer. Applicants are considered without regard to race, color, religion, creed, national origin, age, sex, gender, marital status, sexual orientation and identity, genetic information, veteran status, citizenship, or any other factors prohibited by local, state, or federal law.

Industry: Investment Management
Company Size: 201-500 employees

The Voleon Group

Voleon is a technology company that applies state-of-the-art AI and machine learning techniques to real-world problems in finance. For nearly two decades, we have led our industry and worked at the frontier of applying AI/ML to investment management. We have become a multibillion-dollar asset manager, and we have ambitious goals for the future.

Your colleagues will include internationally recognized experts in artificial intelligence and machine learning research as well as highly experienced finance and technology professionals. The people who shape our company come from other backgrounds, including concert music performances, humanitarian aid, opera singing, sports writing, and BMX racing. You will be part of a team that loves to succeed together.

In addition to our enriching and collegial working environment, we offer highly competitive compensation and benefits packages, technology talks by our experts, a beautiful modern office, daily catered lunches, and more.

As a GRC Manager, you will own and operationalize governance, risk, and compliance within the Information Security organization, reporting directly to the CISO. This is a security GRC role — distinct from the firm's trade compliance function — focused on building an information security risk management program from the ground up. You will transform an existing risk assessment framework and methodology into a living program with a formal risk register, policy lifecycle, control inventory, and security compliance posture. This role sits at the intersection of security engineering, operational risk, legal, and investor relations — requiring both the technical depth to engage credibly with a strong InfoSec engineering team and the communication skills to translate complex security posture into business language for leadership, auditors, and investors.

This is not a checkbox compliance role. You will need genuine security expertise to write accurate policies grounded in how systems actually work, conduct meaningful risk assessments, and partner with security engineers on control design and gap remediation. You will serve as the primary interface between InfoSec (first line) and the firm's Operational Risk, Internal Audit, Legal, and Compliance functions (second/third line) — owning the three-lines-of-defense relationship on behalf of the CISO organization.

**Responsibilities**

- Own and operationalize the information security risk management program — complete the risk register, drive quarterly (at minimum) risk assessment processes, maintain and evolve the existing risk assessment methodology

- Own the security policy lifecycle: creation, review, updates, and enforcement across the organization

- Serve as the primary interface between InfoSec (first line) and Operational Risk, Internal Audit, Legal, and Compliance (second/third line)

- Own the monthly cybersecurity check-in with Operational Risk — review open items, emerging risks, KRI status, incident escalation reporting

- Build and maintain a comprehensive control inventory mapped to risk scenarios; track control effectiveness and identify gaps

- Organize and streamline the vendor risk / DDQ process; formalize vendor risk tiering and review cadence

- Create and maintain security program materials for investor due diligence — translate technical security capabilities into business and risk language

- Support audit processes — own the preparation and maintenance of audit materials

- Navigate cyber insurance policy evaluation and procurement if required

- Drive convergence toward compliance standards (SOC 2, ISO 27001, or equivalent) based on firm needs and investor expectations

- Partner on data privacy requirements as they intersect with information security — including GDPR and cross-border data handling considerations as the firm's regulatory footprint evolves

- Provide governance perspective on business continuity and disaster recovery as it relates to information security — assess gaps, push for maturity, and ensure BC/DR considerations are integrated into the risk program

- Document security processes, procedures, and operational workflows — build the institutional knowledge base

- Evaluate and potentially implement automated compliance tooling to reduce manual evidence collection burden

- Connect risk reduction to investment decisions — help the CISO articulate security program ROI to leadership through BLP planning and PKR alignment

**Requirements**

- 7+ years of experience in information security with meaningful GRC depth — not pure audit/compliance without security engineering exposure

- Demonstrated ability to write security policies grounded in technical reality — you understand how systems, identity, networks, and applications work, not just what controls should exist on paper

- Experience building or significantly maturing a risk management program: risk registers, risk assessments, control mapping, remediation tracking

- Familiarity with risk assessment methodologies (bow-tie, FAIR, NIST RMF, or equivalent)

- Experience interfacing with operational risk, internal audit, legal, and compliance functions — comfortable navigating multi-stakeholder governance relationships

- Strong understanding of security controls across infrastructure, identity, endpoint, cloud, and application layers

- Experience creating investor-facing or board-level security materials — ability to translate technical posture into business risk language

- Excellent written and verbal communication — policies, risk narratives, and executive summaries are primary deliverables

- Experience with vendor risk management and third-party due diligence questionnaires

- Awareness of data privacy regulations (GDPR, CCPA) and how they intersect with information security controls and policy

- Self-directed and autonomous — this is a solo function initially; you will define scope, prioritize, and execute without a team

**Preferred Qualifications**

- Experience with compliance frameworks (SOC 2, ISO 27001, NIST CSF, CIS Controls) and the practical work of achieving or maintaining compliance

- Experience with cyber insurance — policy evaluation, application processes, underwriter interactions

- Background in financial services, hedge funds, or regulated environments with investor due diligence requirements

- Familiarity with automated compliance platforms

- Experience with business continuity and disaster recovery program governance

- Experience with operational risk reporting and KRI/KPI frameworks

- Certifications such as CISSP, CISM, CRISC, or GRCP

- Experience working in a quasi-academic, engineering-heavy culture where credibility is earned through demonstrated expertise, not authority

**“Friends of Voleon” Candidate Referral Program**

If you have a great candidate in mind for this role and would like to have the potential to earn $7,500 if your referred candidate is successfully hired and employed by The Voleon Group, please use this form to submit your referral. For more details regarding eligibility, terms and conditions please make sure to review the Voleon Referral Bonus Program.

**Equal Opportunity Employer**

The Voleon Group is an Equal Opportunity employer. Applicants are considered without regard to race, color, religion, creed, national origin, age, sex, gender, marital status, sexual orientation and identity, genetic information, veteran status, citizenship, or any other factors prohibited by local, state, or federal law.

Compensation Range: $235K - $315K

GRC Manager

Everwood Capital Partners is a fully integrated private investment firm focused on investing in hospitality real estate. Our mission is to execute Expert investments and Exceptional experiences for our owners, partners and guests.  We focus on market trends to discover opportunities in critical locations  across the country. Our team of expert investors, operators, asset managers, and developers take an integrated owner-operator approach to underwriting and managing our investments. Our portfolio spans most of the risk spectrum, from new development to asset repositioning to debt investments.

Industry: Hospitality
Company Size: 51-200 employees

Everwood Capital Partners

**Company Description**

Everwood Capital Partners is a fully integrated private investment firm specializing in hospitality real estate. Committed to delivering expert investments and exceptional guest experiences, the firm identifies opportunities in key markets across the United States. With a dedicated team of investors, operators, asset managers, and developers, Everwood Capital Partners employs an owner-operator approach to effectively manage and underwrite its diverse investment portfolio. The company’s holdings span a broad risk spectrum, including new developments, asset repositioning, and debt investments.

**Role Description**

This is a full-time, on-site role for an Area Director of Operations based in Orlando, FL. The Area Director of Operations will oversee multiple properties, ensuring operational excellence and financial performance. Daily responsibilities include managing staff, improving operational processes, achieving budgetary goals, analyzing performance metrics, and consistently enhancing customer satisfaction. This role also requires collaboration with various stakeholders to align operations with strategic business objectives.

**Qualifications**

- Operations Management and Budgeting experience, with a demonstrated ability to oversee and optimize multi-site operations.

- Analytical Skills to evaluate performance metrics, identify trends, and make data-driven decisions.

- Team Management expertise, including training, mentoring, and motivating staff to achieve organizational goals.

- Strong Customer Service focus with an ability to enhance guest satisfaction and maintain service excellence.

- Effective communication, organizational, and leadership abilities.

- Experience in hospitality or real estate operations is preferred.

- Bachelor’s degree in Business Administration, Hospitality Management, or a related field is preferred.

Area Director of Operations

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