Matthews Asia is an independent investment specialist founded in 1991. Using a long-term fundamental investment approach, the firm manages a broad range of of Asia- and emerging market-focused investment solutions on behalf of institutions, advisors and individual investors globally.

The information contained herein has been derived from several sources believed to be reliable and accurate at the time of compilation, but no representation or warranty (express or implied) is made as to the accuracy or completeness of any of this information. Matthews International Capital Management, LLC does not accept any liability for losses either direct or consequential caused by the use of this information. The views and information discussed on Matthews Asia's page on LinkedIn are as of the date of publication, are subject to change and may not reflect the writers' current views.

Social media policy: https://www.matthewsasia.com/social-media-policy/

©2025 Matthews International Capital Management, LLC

Industry: Investment Management
Company Size: 51-200 employees

Matthews Asia

Savvy Admin PROD

****NO THIRD-PARTY RECRUITERS** **

**ROLE SUMMARY **

Matthews is seeking a Research Analyst to conduct fundamental equity research and investment analysis in support of Portfolio Managers. The ideal candidate is an independent thinker with a strong passion for investing, intellectual curiosity, and a collaborative mindset. **This role can be based in either San Francisco or Hong Kong. **

**KEY RESPONSIBILITIES **

- Conduct in-depth fundamental equity research and investment analysis.

- Perform quantitative and qualitative analysis of individual companies, including evaluation of financial and non-financial performance drivers.

- Analyze industries, business models, products, and services.

- Assess company management teams and participate in meetings both in person and via teleconference.

- Build and maintain financial models, valuation analyses, and forecasts.

- Monitor portfolio holdings and fund performance, including asset allocation, risk exposure, and diversification.

- Evaluate macroeconomic trends, political developments, currency movements, commodities, and regional and country-specific risks impacting portfolio companies.

- Collaborate closely with internal partners across risk management, compliance, distribution, and marketing.

- Engage with current and prospective investors and support marketing and client communications efforts.

- Travel internationally, including to emerging market countries, approximately 20–25%.

**QUALIFICATIONS **

- Bachelor’s degree required; MBA and/or CFA designation strongly preferred.

- Minimum of two years of fundamental equity research experience; emerging markets and Asia experience strongly preferred.

- Proficiency in multiple languages is a plus.

- For U.S.-based candidates, permanent U.S. work authorization is required.

**SKILLS & COMPETENCIES **

- Demonstrated passion for investing and strong analytical capabilities.

- Independent, initiative-taking mindset with sound judgment and integrity.

- Ability to work effectively in a highly collaborative and diverse team environment.

- Proficiency with Bloomberg and FactSet.

**THE COMPANY **

Matthews International Capital Management, LLC (“Matthews”) is an independent, privately owned investment manager headquartered in San Francisco, with offices in Hong Kong and London. Founded in 1991, Matthews specializes in active equity investing across Asia and Emerging Markets for institutions, advisors, and retail investors worldwide.

Our focus on Asia and Emerging Markets, combined with deep proprietary research and a long-term, bottom-up investment approach, differentiates Matthews among global investment managers. Our portfolios are characterized by high active share, low turnover, and differentiated holdings built on independent thinking and fundamental conviction. As Asia’s influence on the global economy has grown, Matthews has expanded its research capabilities across emerging markets—an asset class now dominated by the region.

****NO THIRD-PARTY RECRUITERS** **

Matthews International Capital Management, LLC is an equal opportunity employer. The Company does not discriminate on the basis of race, color, religion, religious creed (including religious dress and grooming practices), age, national origin, citizenship, ancestry, political activity or affiliation, marital status, sex, sexual orientation, gender, gender identity, gender expression, physical or mental disability, medical condition as defined under applicable law, genetic information, military or veteran status, pregnancy, childbirth and related medical conditions, taking or requesting statutorily protected leave, or any other characteristic protected by federal, state, or local laws or ordinances.

Emerging Markets Research Analyst

Marketplace Homes was created to demystify, declutter, and unleash the power of real estate for everyone. In a complex industry, it is our mission to make it simple to buy a home, sell a home, rent, invest, and manage your properties, or even your entire portfolio. Whether you’re newly looking for a place to live or are an investor looking for turnkey help, we’re here to make it happen. Make it joyful. And above all, make it simple. 

Since 2002, we’ve been creating real estate solutions that help people move into a new home no matter what their situation. We’ve stayed ahead of the curve in an ever-changing industry by challenging ourselves to develop innovative processes that provide clients with the best moving experience possible.
We’re working day in and day out to benefit our clients, to foster growth in our builder partners’ businesses and to grow beyond the status quo. The key in teamwork – and to Team Marketplace, every member is encouraged to bring creative ideas to the table and discover new solutions. 

We are currently the largest broker of new construction homes in the U.S. and we are pretty proud of that.

Here, every transaction is well more than a deal; it’s a step towards your unique vision. And with some of the friendliest people in the business, we simply can’t wait to help.

We're always looking for incredible team members in the following departments:

-Sales
-Finance/Accounting
-Communications
-Marketing

If you're passionate about helping people and looking to work at an awesome company, please forward your resume to careers@marketplacehomes.com. Let's get moving!

Industry: Real Estate
Company Size: 51-200 employees

Marketplace Homes

About Us

Marketplace Homes is a vertically integrated single-family investment platform that partners with investors to acquire, renovate, operate, and sell real estate nationwide. With thousands of properties under management, Marketplace works with investors planning to own 25-500 homes by providing access to institutional quality deals and tools so anyone can reap the benefits of a professionally managed real estate investment portfolio.

Overview

As a Portfolio Manager, you will be responsible for overseeing our client's SFR investment portfolio, helping to make strategic decisions, and maximizing ROI.

Duties

- Regularly reporting on portfolio performance to stakeholders, including occupancy rates, rental income, and expenses.

- Building and maintaining strong relationships with clients, addressing their needs, and ensuring satisfaction.

- Monitoring the performance of residential properties within the portfolio, including occupancy rates and maintenance issues.

- Acting as the primary point of contact for clients, providing updates on property status and addressing any concerns.

- Preparing and presenting financial reports, including income statements, expense reports, and budget forecasts to clients.

- Addressing and resolving issues that arise with tenants or properties, ensuring compliance with relevant laws and regulations.

- Tracking key performance indicators (KPIs) for properties and making recommendations for improvements.

These duties require strong communication skills, a good understanding of the real estate market, and the ability to manage multiple properties and client expectations effectively.

Skills & Abilities

- Strong supervisory and leadership skills.

- Strong analytical and problem-solving skills.

- Excellent organizational skills and attention to detail.

- Excellent written and verbal communication skills.

- Ability to communicate with account holders in a courteous manner.

- Ability to work with a team and independently.

- Proficient with Microsoft Office Suite or similar software.

Experience

- At least five years of related experience required, with an active real estate license highly preferred.

Portfolio  Manager

At OneLocal Bank, we are committed to meeting the unique needs of our customers. Whether it's a family saving for their first home, a small business seeking to expand, or a community organization striving to make a difference, we want to be there every step of the way. With conveniently located branches and a team of dedicated professionals, we work to provide the very best technologies and services.

OneLocal Bank combines its heritage of a financially strong, community focused bank with a disciplined, technology-minded approach to meet the changing needs of customers. It is Everyday Banking - personal, business, and municipal banking, commercial and residential borrowing, and digital services - for Everyone. Learn more at www.onelocalbank.com

Industry: Banking
Company Size: 51-200 employees

OneLocal Bank

**Position Purpose **

The Portfolio Manager is responsible for credit underwriting, monitoring, and portfolio management of new and existing relationships in the commercial lending segment by using sound and consistent underwriting and management of commercial loan risk. The role is expected to perform the responsibilities with limited supervision and exhibit solid knowledge when interacting with peers and clients.

**Essential Duties and Responsibilities **

~~The following represents a list of essential duties and responsibilities; other duties may be assigned as required. ~~

- Monitors loan relationships on a continuing basis to ensure credit quality and minimized risk of loss by working closely with Lending Officers.

- Prepares credit reviews on existing relationships to maintain a current, complete review of the commercial loan portfolio.

- Assists in maintaining organized and current credit files. Will be involved throughout the loan underwriting process and will assume all required duties related to gathering information, facts, loan histories, relationship data, and providing the same to Lenders.

- Conform all loan approvals and other packages with internal policy & regulatory requirements to ensure compliance with regulatory and other legal requirements including BSA/AML.

- Evaluate collateral, repayment sources, credit history, business operations, financial conditions, industry/economic conditions.

- Maintain the accuracy of the Bank’s commercial loan rating system by validating that loan ratings accurately reflect the risks in the credits.

- Performs ongoing timely annual credit reviews and loan renewals, including assessment of credit ratings.

- Assist in the preparation of reports used in monitoring credit quality.

- Reviews documentation to determine viability, quality and correctness of appraisals, including valuation method, environmental concerns and title reports.

- Support other credit related activities including internal or external audits, and compliance matters.

**Other Duties **

- Performs other job-related duties as assigned. The above is a description of the ordinary duties of the position.

- Attend trainings and seminars as needed to maintain a working knowledge of the positions’ requirements.

- Adhere to all Bank policies and procedures as outlined in the Bank’s Employee Guidelines.

**Minimum Required Technical Skills and Qualifications **

- Minimum three years’ experience in commercial lending.

- Prior credit analysis experience.

- Strong analytical and quantitative skills.

- Strong knowledge of banking systems.

- Strong knowledge of loan documents.

- High level of proficiency in Microsoft Office applications.

- High level of proficiency in handling digital equipment.

- Communication and public relations skills.

- Stays current with industry advances and technology.

- Experience with Abrigo Sageworks desired.

**Education/Certifications/Licensure **

- College degree or equivalent work-related experience.

- Specialized coursework and training or the equivalent in industry-sponsored educational programs or experience.

**Language Skills **

- Ability to interact with all management and staff.

- Ability to write reports and business correspondence.

- Ability to effectively present information and respond to questions.

- Ability to communicate effectively (both written and verbally) with co-workers, customers and vendors.

**Physical Demands **

~~The physical demands and environmental factors described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. ~~

**Physical Requirements: **

Perform primarily sedentary work with limited physical exertion and occasional lifting of up to 20 lbs. Must be capable of climbing / descending stairs in an emergency situation. Must be able to operate routine office equipment including telephone, copier, facsimile, and calculator. Must be able to routinely perform work on computer for an average of 6-8 hours per day, when necessary. Must be able to work extended hours whenever required or requested by management. Must be capable of travel by automobile (as driver and passenger), commercial airlines, rental vehicles and public transportation and be able to lodge in public facilities. Must be capable of regular, reliable and timely attendance.

**Working Conditions: **

Must be able to routinely perform work indoors in climate-controlled office with minimal noise.

**Mental and/or Emotional Requirements: **

Must be able to perform job functions independently and work effectively either on own or as part of a team. Must be able to plan and direct the work activities of self and others. Must be able to read and carry out various written instructions and follow oral instructions. Must be able to speak clearly and deliver information in a logical and understandable sequence. Must be capable of dealing calmly and professionally with numerous different personalities from diverse cultures at various levels within and outside of the organization and demonstrate highest levels of customer service and discretion when dealing with the public. Must be able to perform responsibilities with composure under the stress of deadlines / requirements for extreme accuracy and quality and/or fast pace. Must be able to effectively handle multiple, simultaneous, and changing priorities. Must be capable of exercising highest level of discretion on both internal and external confidential matters.

~~Salary Range: $100,000-$120,000/year, actual compensation within the range will be dependent on experience, skillset, and ability to meet qualifications outlined in the above job description. ~~

~~For more information on our culture and benefits, please visit our careers page: https://www.onelocalbank.com/our-story/work-with-us ~~

~~*This is a hybrid position after the initial onboarding period. ~~

AVP, Portfolio Manager

Inside Higher Ed is the leading source for the latest news, analysis, and services for the entire higher education community. We deliver independent news and analysis that informs the world about higher education, while providing essential tools and services to help organizations and professionals be more effective.

Go to www.insidehighered.com/newsletter/signup and sign up for our free Daily News Update email.

Higher Education News - www.insidehighered.com

Jobs & Careers - careers.insidehighered.com

Industry: Online Audio and Video Media
Company Size: 51-200 employees

Inside Higher Ed

General Description

Johns Hopkins Engineering Executive and Professional Education at Johns Hopkins University is seeking applicants for the part-time Healthcare Engineering Portfolio Manager position. This appointment-only role (does not include any JHU benefits) is designed for a professional passionate about advancing non-degree, non-credit (NDNC) education to reskill and upskill individuals and organizations.

As the Healthcare Engineering Portfolio Manager, the successful candidate will oversee and manage the Executive and Professional Education Healthcare Engineering educational portfolio, ensuring the delivery of high-quality, cutting-edge programs that meet the needs of our diverse learner base. This includes business development, curriculum development, teach courses, within the program, program management, and liaising with industry and academic experts to ensure our offerings remain at the forefront of Healthcare Engineering advancements.

**Terms:**

-  Appointment Length: 12 months

-  Base Stipend: $15,000

-  Performance Bonus: $5,000 annually if revenue targets of $150,000 are met

-  Supplemental Bonus: $5,000 for every $100,000 in additional new revenue beyond targets

-  Revenue Target (FY26): Grow Healthcare Engineering portfolio to $150,000 in revenue.

**New Revenue Targets:**

-  Year 1: $150,000

-  Year 2: $250,000

-  Year 3: $400,000

Incentive Structure Clarification

**Portfolio Managers:**

Portfolio Managers are responsible for growth within their assigned portfolio. Their bonuses are tied to new revenue they directly generate through new courses, new clients, or new enrollments in their portfolio.

**Responsibilities:**

Portfolio strategy

-  Collaborate with the Associate Dean of Executive and Professional Education to develop a strategic plan for growing and maintaining the portfolio of courses, factoring in feedback from learners, employers, and internal stakeholders, insights from customer discoveries, market and competitor research, and digital marketing data.

Portfolio Curriculum Development & Management

-  Establish and manage a comprehensive portfolio of Healthcare Engineering courses and programs, including online and in-person offerings, that cater to professionals at various stages of their careers.

-  Recruit high-quality instructors and guest speakers for Executive and Professional Education courses; hire and mentor new instructors.

Business Development & Customer Discovery

-  Develop relationships with corporations and government entities to identify business development opportunities; liaison with the Whiting School of Engineering (WSE) Office of Corporate Engagement to realize these opportunities.

-  Participate in recruitment efforts such as attending conferences and other recruitment events on behalf of the portfolio.

-  Engage with the Healthcare Engineering community to foster partnerships and collaborations that enhance the portfolio's value and reach.

Program Quality

-  Monitor trends and developments in the field of Healthcare Engineering to ensure the portfolio remains relevant and impactful.

-  Continually identify and execute policy and programmatic decisions that stimulate portfolio growth and maintain quality.

-  Perform course reviews to ensure the course is addressing the target audience and the instructors are performing satisfactorily.

Program Administration

-  Attend meetings with the Associate Dean of Executive and Professional Education and other EPE staff; stay informed about EPE policies.

-  Organize and lead an annual academic portfolio committee meeting with representatives from internal and external stakeholders.

-  Submit an annual report on the academic portfolio's performance.

-  In collaboration with the Academic Coordinator, ensure course offerings are scheduled.

-  Actively participate in the teaching process by developing and teaching at least one EPE course annually; serve as an exemplar and mentor to other faculty.

-  Interact and inform the administrative staff within EPE regarding budgets, annual reports, hiring, course schedules.

**Qualifications**

Ten years (10) work experience involving collaboration with private industry, universities, US government agencies,

**Qualifications:**

-  A minimum of a master's degree in a relevant field. Doctoral degree preferred.

-  A minimum of 10 years of work experience in Healthcare Engineering with a mix of commercial, industrial, US Government, and non-profit laboratories, especially APL, is preferred.

-  A strong background in Healthcare Engineering or a related field, with a deep understanding of current technologies, trends, and applications.

-  Teaching experience is required, with Engineering for Professionals (EP) or Homewood campus experience preferred, and familiarity with all teaching methods, including instruction of online courses.

-  Experience in educational program management, curriculum development, or a similar role, preferably within higher education or professional training environments.

-  Excellent communication and collaboration skills, with the ability to work effectively with faculty, industry professionals, and learners from diverse backgrounds.

-  A proactive and innovative approach to problem-solving and program development.

-  A commitment to Executive and Professional Education and the mission of Johns Hopkins Engineering Executive and Professional Education.

Application Instructions

Applicants must provide a

-  CV or resume,

-  Statement of Interest that includes the applicant's areas of expertise, and

-  a list of references.

Candidates can also supply any other documents supporting their candidacy. All applications will be evaluated on a rolling basis.

Please note that only shortlisted candidates will be contacted. Applications will be reviewed immediately and will continue until the position is filled.

Applications should be submitted to Paul Huckett, Associate Dean of Johns Hopkins Engineering Executive & Professional Education (https://engineering.jhu.edu/ExecEd/) at [email protected].

To apply for this position, visit: apply.interfolio.com/179933

**Salary Range**

The referenced salary range represents the minimum and maximum salaries for this position and is based on Johns Hopkins University's good faith belief at the time of posting. Not all candidates will be eligible for the upper end of the salary range. The actual compensation offered to the selected candidate may vary and will ultimately depend on multiple factors, which may include the successful candidate's geographic location, skills, work experience, internal equity, market conditions, education/training and other factors, as reasonably determined by the University.

**Total Rewards**

Johns Hopkins offers a total rewards package that supports our employees' health, life, career and retirement. More information can be found here: https://hr.jhu.edu/benefits-worklife/.

**Equal Opportunity Employer**

The Johns Hopkins University is committed to equal opportunity for its faculty, staff, and students. To that end, the university does not discriminate on the basis of sex, gender, marital status, pregnancy, race, color, ethnicity, national origin, age, disability, religion, sexual orientation, gender identity or expression, veteran status or other legally protected characteristic. The university is committed to providing qualified individuals access to all academic and employment programs, benefits and activities on the basis of demonstrated ability, performance and merit without regard to personal factors that are irrelevant to the program involved.

**Pre-Employment Information**

If you are interested in applying for employment with The Johns Hopkins University and require special assistance or accommodation during any part of the pre-employment process, please contact the HR Business Services Office at [email protected]. For TTY users, call via Maryland Relay or dial 711. For more information about workplace accommodations or accessibility at Johns Hopkins University, please visit accessibility.jhu.edu.

**Background Checks**

The successful candidate(s) for this position will be subject to a pre-employment background check including education verification.

**EEO Is The Law:**

https://www.eeoc.gov/sites/default/files/2023-06/22-088_EEOC_KnowYourRights6.12ScreenRdr.pdf

**Vaccine Requirements**

Johns Hopkins University strongly encourages, but no longer requires, at least one dose of the COVID-19 vaccine. The COVID-19 vaccine does not apply to positions located in the State of Florida. We still require all faculty, staff, and students to receive the seasonal flu vaccine. Exceptions to the COVID and flu vaccine requirements may be provided to individuals for religious beliefs or medical reasons. Requests for an exception must be submitted to the JHU vaccination registry. **This change does not apply to the School of Medicine (SOM). SOM hires must be fully vaccinated with an FDA COVID-19 vaccination and provide proof of vaccination status. ** For additional information, applicants for SOM positions should visit https://www.hopkinsmedicine.org/coronavirus/covid-19-vaccine/ and all other JHU applicants should visit https://covidinfo.jhu.edu/health-safety/covid-vaccination-information/.

~~The following additional vaccine requirements may apply, depending upon your campus. Please contact the hiring department for more information. ~~ The pre-employment physical for positions in clinical areas, laboratories, working with research subjects, or involving community contact requires documentation of immune status against Rubella (German measles), Rubeola (Measles), Mumps, Varicella (chickenpox), Hepatitis B and documentation of having received the Tdap (Tetanus, diphtheria, pertussis) vaccination. This may include documentation of having two (2) MMR vaccines; two (2) Varicella vaccines; or antibody status to these diseases from laboratory testing. Blood tests for immunities to these diseases are ordinarily included in the pre-employment physical exam except for those employees who provide results of blood tests or immunization documentation from their own health care providers. Any vaccinations required for these diseases will be given at no cost in our Occupational Health office.

Executive and Professional Education (EPE): Portfolio Manager in Healthcare Engineering

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 Fixed Income Portfolio Manager to join our team to help train the next generation of AI while enjoying the flexibility of remote work and the freedom to set your own schedule. This role is designed to fit a variety of lifestyles — whether you’re looking to contribute part-time alongside a current position, pursue it full-time, or engage periodically as a flexible professional opportunity.

We're currently expanding into an exciting new area – teaching AI Assistant models to be a more useful tool for finance professionals. We're seeking experienced finance professionals with advanced degrees (MBA+) and professional experience to use their expertise to help shape how AI understands financial principles and decision-making.

**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

Fixed Income Portfolio Manager

DataAnnotation is committed to creating high-quality AI. We are looking for an Assistant Portfolio Manager to join our team to help train the next generation of AI while enjoying the flexibility of remote work and the freedom to set your own schedule. This role is designed to fit a variety of lifestyles — whether you’re looking to contribute part-time alongside a current position, pursue it full-time, or engage periodically as a flexible professional opportunity.

We're currently expanding into an exciting new area – teaching AI Assistant models to be a more useful tool for finance professionals. We're seeking experienced finance professionals with advanced degrees (MBA+) and professional experience to use their expertise to help shape how AI understands financial principles and decision-making.

**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

Assistant Portfolio Manager

TCW is a global asset manager with more than fifty years of experience across fixed income, equities, and alternatives. We invest with intention, applying a disciplined, value-driven approach and deep research across public and private markets to build high-conviction portfolios that deliver enduring results for clients worldwide.

For more information, please visit www.TCW.com.
TCW is an Affirmative Action Equal Opportunity Employer

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

**Position Summary**

TCW is a leading global asset management firm with more than five decades of investment experience and a broad range of products across fixed income, equities, emerging markets, and alternative investments. TCW’s clients include many of the world’s largest corporate and public pension plans, financial institutions, endowments and foundations, as well as financial advisors and high net worth individuals.

The Vice President, Content Writer and Strategist leads TCW’s enterprise content marketing function, driving the development and execution of a cohesive thought leadership and branded content strategy that amplifies TCW’s voice globally across institutional, intermediary, and advisor audiences.

This individual will collaborate closely with senior leaders, portfolio managers, and subject matter experts to craft narratives that reflect TCW’s investment expertise and brand value propositions. The ideal candidate brings deep knowledge of financial services and asset management, an editorial mindset grounded in data and SEO, and a passion for creating content that strengthens TCW’s reputation and drives measurable business outcomes.

**Editorial Strategy**

**Essential Duties**

-  Define and execute TCW’s firmwide content strategy to elevate TCW’s brand visibility and deepen understanding of TCW’s expertise across macro perspectives and asset classes (Fixed Income, Alternatives, and Equities), and investment vehicles (ETFs, mutual funds, BDCs, Intervals funds)

-  Develop differentiated content programs and recurring series designed to break through a crowded market, build audience loyalty, and position TCW as a sought-after thought leader.

-  Partner with senior leadership, CIOs, portfolio managers, and distribution teams to surface opportunities to develop content aligned to enterprise growth objectives and commercial priorities.

-  Research, draft, and refine long-form and short-form content—including thought leadership, articles, commentary, scripts, and campaign narratives—ensuring clarity, consistency, and a strong TCW point of view.

-  Drive editorial and storytelling excellence, claiming TCW areas of expertise and communicating TCW’s differentiators across investment philosophy, CIO insights, and products.

-  Align content initiatives with broader marketing, brand, and sales enablement programs to maximize reach, relevance, and cohesion.

-  Collaborate with Marketing stakeholders and leadership to ensure content is discoverable, integrated, and optimized across digital touchpoints.

**Content Creation And Curation**

-  Lead the development, writing, editing, and curation of high-quality content, including thought leadership articles, market insights, commentaries, and multimedia (e.g. video, podcast) storytelling.

-  Translate investment and market intelligence into clear, engaging, and compliant narratives for institutional investors, financial advisors, consultants and the general public.

-  Maintain a unified editorial calendar to align content deployment across TCW.com, social, and email channels.

-  Partner with SMEs, business leaders, and product marketers to produce content that embeds TCW’s brand value propositions and supports key marketing objectives.

-  Ensure all content aligns with TCW’s brand standards, compliance requirements, and audience needs.

-  Collaborate across the marketing team to drive TCW’s SEO strategy, ensuring content is optimized for discoverability and organic growth.

-  Partner with the Social Media Strategist to amplify content across social channels, extending reach and engagement through cohesive storytelling.

-  Coordinate with marketing partners to map journeys for TCW signature content programs, track engagement, and connect content consumption to client and lead activity.

-  Manage the end-to-end compliance process for all content.

**Measurement & Optimization**

-  Establish KPIs to evaluate performance across reach, engagement, and conversion metrics.

-  Leverage analytics platforms (HubSpot, Seismic, Google Analytics, native dashboards, Conductor (SEO) to assess effectiveness and identify opportunities for improvement.

-  Translate performance insights into actionable recommendations that guide editorial priorities and resource allocation.

-  Deliver regular reporting that demonstrates the impact of content marketing on brand visibility and commercial outcomes.

**Required Qualifications**

-  Bachelor’s degree in Marketing, Communications, Journalism, Finance, or related field; advanced degree or CFA charter holder preferred.

-  Minimum of eight years of experience leading content strategy, editorial, or communications within financial services or asset management.

-  Deep understanding of investment markets, products, and audiences (institutional, intermediary, and wealth).

-  Proven ability to partner with senior executives and investment professionals to develop and refine content themes.

-  Strong writing, editing, and storytelling skills, with the ability to translate complex investment insights into accessible, differentiated content.

-  Expertise in SEO, content discoverability, and data-informed editorial planning.

-  Experience collaborating with digital, social, and web teams to execute integrated marketing programs.

-  Fluency in MarTech and analytics tools such as HubSpot, Conductor, Yext, and Google Analytics.

-  Highly organized and proactive leader with exceptional communication and stakeholder management skills.

**Estimated Compensation**

**Base Salary: ** For an NY based position, the base salary range is $150K-180K. This is an anticipated range for the base salary only.

**Other Compensation **: Eligible to be considered for an annual discretionary bonus.

**Benefits **: Eligible for TCW’s comprehensive benefits package.

VP, Content Writer and Strategist

Reality check: Most people don’t grow up dreaming about a job in insurance. We certainly didn’t, but then we got here and realized Progressive is different—in a good way. We strive to create a fun and flexible work environment for everyone where employees are encouraged to risk, learn, and grow. With our progressive culture, work-life balance, and one of the largest contemporary art collections in the country, there’s a reason we’ve been named one of the best places to work. 

For more than 80 years, Progressive has offered a wide range of insurance choices to customers, including Auto, Home, Renters, Commercial Auto, Small Business, Motorcycle, Boat policies, and more. Progressive is the third largest auto insurer in the country—a combined effort of every single Progressive person. We’re a diverse group of more than 50,000 talented employees—from all walks of life, all fields of business, and all 50 states. With hundreds of career paths including Claims, Customer Care, Sales, Marketing, Legal, IT, Data Analysis and with Level20, our new business incubator, there may be an opportunity for you. Everyone here plays a role in our success as we continue to find new and better ways to move the insurance industry forward and be there for our customers during every stage of their lives.

Industry: Insurance
Company Size: 10,001+ employees

Progressive Insurance

Progressive is dedicated to helping employees move forward and live fully in their careers. Your journey has already begun. Apply today and take the first step to Destination: Progress.

As an**investment research analyst, ** you'll conduct research analysis on an asset class, execute purchases and sales, and support the research efforts and portfolio construction of a portfolio manager. In this role, you’ll work closely with portfolio managers on security research and valuation, while following market and security developments.

**Must-have Qualifications**

- Bachelor's degree and a minimum of six years of relevant work experience

- OR a master's degree or higher, with at least four years of relevant work experience

**Preferred Skills**

- Knowledge of fixed income, bond math, yield curve dynamics, accounting, corporate credit analysis, structured bond fundamentals, macro-economics and market regulations

- Ability to independently conduct fixed income research; analysis may focus on individual securities, sectors or the development of quantitative system analytics

- Knowledge and understanding to make buy/sell recommendations

- Strong relationship building skills with ability maintain relationships with dealers and execute trades

**Compensation**

- Base: $160,000 - $190,000/year depending on position level and experience

- Gainshare annual cash incentive payment up to 60% - 70% (depending on position level) of your eligible earnings based on company performance and experience

- Participation in our restricted stock units plan

**Benefits**

- 401(k) with dollar-for-dollar company match up to 6%

- Medical, dental & vision, including free preventative care

- Wellness & mental health programs

- Health care flexible spending accounts, health savings accounts, & life insurance

- Paid time off, including volunteer time off

- Paid & unpaid sick leave where applicable, as well as short & long-term disability

- Parental & family leave; military leave & pay

- Diverse, inclusive & welcoming culture with Employee Resource Groups

- Career development

Equal Opportunity Employer

Applicants must be authorized to work for any employer in the U.S. without the need or potential need, of current or future sponsorship for employment. Progressive does not hire candidates with (e.g., F-1 CPT, OPT, or STEM OPT, H-1B, O-1, E-3, TN) statuses for this role.

For ideas about how you might be able to protect yourself from job scams, visit our scam-awareness page at https://careers.progressive.com/pages/how-we-hire-faq-job-scams/

Investment Research Analyst

Industry: Investment Banking
Company Size: 2-10 employees

CLUTINGER, WILLIAMS & VERHOYE, INC

**About the Role **

We’re hiring a Portfolio Manager to join a boutique, SEC-registered investment advisory firm serving high-net-worth individuals, families, and small institutions. This is a hands-on role that blends investment management, client advisory, and business development in a collaborative, small-team environment.

You’ll work directly with firm principals to manage customized client portfolios, contribute to investment decisions, and build long-term client relationships. This role is ideal for an experienced investment professional who brings both technical portfolio expertise and client relationships/assets that can grow with the firm.

**What You’ll Do **

**Portfolio Management & Investment Strategy **

- Manage and monitor individualized client portfolios across asset classes

- Conduct market research and investment analysis to support portfolio decisions

- Execute trades and monitor performance relative to client objectives

- Recommend and implement portfolio adjustments based on market conditions and client goals

**Client Relationship Management **

- Serve as a primary point of contact for client relationships

- Lead or participate in client meetings and portfolio reviews

- Communicate investment strategy, performance, and recommendations in a clear, client-friendly manner

- Ensure portfolios align with each client’s risk tolerance and financial objectives

**Business Development & Growth (Required) **

- Bring and/or transition an existing book of business (client assets under management) in compliance with all applicable agreements

- Maintain and deepen existing client relationships while identifying opportunities for growth

- Support new client acquisition through referrals, networking, and relationship building

**Team Collaboration & Operations **

- Partner closely with firm leadership on investment strategy and client management

- Utilize portfolio management and reporting tools (Advent or similar systems)

- Support preparation of client reporting and ongoing portfolio updates

**What We’re Looking For **

**Core Requirements **

- 3–5+ years of experience in portfolio management, investment advisory, or wealth management

- Demonstrated ability to manage or advise on client portfolios and investment strategy

- Existing client relationships or a portable book of business that can be transitioned in compliance with applicable agreements

- Bachelor’s degree in Finance, Economics, or a related field

- Strong understanding of financial markets, asset allocation, and investment strategy

- Proven ability to build and maintain client relationships

- Strong communication skills with the ability to explain complex financial concepts clearly

- Ability to operate independently within a small, entrepreneurial team environment

**Preferred Qualifications **

- CFA, CFP, or similar designation (or in progress)

- Experience working in a Registered Investment Advisor (RIA) environment

- Familiarity with Advent or similar portfolio management platforms

**Benefits **

- 100% employer-paid healthcare + fund for additional health expenses

- Profit-sharing plan participation

**Why This Role **

- Direct exposure to firm leadership and investment decision-making

- Opportunity to build and grow your client base within an established firm

- Work on fully customized portfolios—not model-driven investing

- High visibility and long-term growth opportunity in a stable boutique firm

**Additional Job Application Terms **

This job is part of LinkedIn’s Full-Service Hiring beta program. Eligibility is limited to candidates located in and performing services in the United States, excluding those based in Alaska, Hawaii, Nevada, South Carolina, or West Virginia.

We’re committed to making our hiring process as smooth and timely as possible, and we understand that waiting to hear back can add to the anticipation. If you’re a potential fit, our team will reach out within two weeks to progress you to the next stage. If you don’t hear from us in that time, we encourage you to explore other opportunities with our team in the future, and we wish you the very best in your job search.

Portfolio Manager

At BMO, banking is our personal commitment to helping people at every stage of their financial lives.

The truth is, people’s needs change: so we change too. But we never change who we are. Which means we’ll never waiver from providing our customers the best possible banking experience in the industry. 

Our incredible team of over 10,000 people, 600 plus branches and 1300 ATMs, are just the tip of the iceberg. You should get to know us. We’re here to help.

Our social media terms of use: https://www.bmo.com/socialmediatermsofuse

BMO is a trade name used in the United States by BMO Bank N.A. Member FDIC.

Industry: Banking
Company Size: 5,001-10,000 employees

BMO U.S.

Analyzes credit information to support lending decisions and processes for new and existing Commercial banking loans and credit solutions in an assigned portfolio of clients. Makes credit decisions and recommendations in compliance with bank policies and procedures while maintaining an exceptional client service environment.

- Negotiates loan structures and terms and conditions that align client requirements with the bank risk appetite and policies.

- Assesses client repayment capacity by utilizing financial models and analytical tools to recommend appropriate loan structures and collateral requirements.

- Signs off on new, renewal and extension loans within delegated authority.

- Monitors portfolio to identify deteriorating credit conditions and compliance, analyses metrics, and assesses broader industry trends to spot risks and opportunities.

- Evaluates portfolio performance and recommends capital allocation strategies that optimize returns with investment objectives.

- Leads proposal development and delivers presentations to capture new business and expand client relationships.

- Networks with industry contacts to gather competitive insights and best practices.

- Develops and executes business development plans focused on enhancing client relationships and growth opportunities within the portfolio.

- Builds and maintains client relationships to ensure long-term financial performance in collaboration with Relationship Manager and business partners.

- Structures and supports new, renewal and extension loans aligned with client needs and bank & risk policies

- Conducts financial analysis and risk assessments of clients’ credit information, for an assigned portfolio, to provide insights and make informed decisions

- Monitors the portfolio performance for assigned portfolio of Commercial Banking clients on an ongoing basis, taking corrective action when required.

- Minimizes BMO’s risk exposure by adhering to credit policies, regulatory standards, and operational guidelines.

- Serves as a point of contact for service requests, ensuring expectations are consistently met or exceeded. Escalates issues when needed.

- Supports and implements initiatives to enhance service quality, acquire new business and expand client relationships.

- Identifies revenue and cross-selling opportunities to enhance portfolio growth.

- Identifies share of wallet opportunities.

- Leverages analysis tools to nurture and grow a portfolio that exceeds ROE thresholds and evaluates client returns on a proactive basis.

- Manages timely and accurate data entry into BMO's systems and leverages the data to support decision-making.

- Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus.

- Provides specialized consulting, analytical and technical support.

- Exercises judgment to identify, diagnose, and solve problems within given rules.

- Works independently and regularly handles non-routine situations.

- Broader work or accountabilities may be assigned as needed.

- Take measured risks while protecting the bank by applying our Risk Management Framework in the execution of your role, in line with our Risk Culture and within our approved Risk Appetite, making sound and risk informed decisions that align to business strategy, protect assets, and adhere to applicable policy documents (Frameworks, Policies, Standards, Procedures and Supporting documents), laws and regulations.

**Qualifications:**

- Preferred 5 – 7 years of relevant experience in credit or lending instruments or financial operations in a corporate or banking environment.

- If a Credit Qualifiable job, Credit Qualifications and associated credit knowledge and skills according to the credit portfolio requirements and qualification standards.

- Bachelor’s degree required; Business Administration, Finance and Accounting preferred. Any other related discipline or commensurate work experience considered.

- Deep knowledge and technical proficiency gained through extensive education and business experience.

Foundational level of proficiency:

- Structuring Deals

Advanced level of proficiency:

- Problem Solving

- Collaboration

- Detail-Oriented

- Customer Service

- Loan Structuring

- Regulatory Compliance

- Portfolio Management

- Credit Risk Assessment

- Banking Operations

- Microsoft Office

Expert level of proficiency:

- Financial analysis

**Salary:**

$88,800.00 - $165,600.00

**Pay Type:**

Salaried

The above represents BMO Financial Group’s pay range and type.

Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group’s expected target for the first year in this position.

BMO Financial Group’s total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards

**About Us**

At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.

As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one – for yourself and our customers. We’ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we’ll help you gain valuable experience, and broaden your skillset.

To find out more visit us at https://jobs.bmo.com/us/en

BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law.

BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to BMOCareers.Support@bmo.com and let us know the nature of your request and your contact information.

Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.

PepsiCo is a playground for curious people. We invite thinkers, doers, and changemakers to champion innovation, take calculated risks, and challenge the status quo. From executives to team members on the front lines, we’re excited about the future. We take chances. Together, we dare to make the world a better place.
 
Our associates are the magic ingredient. Each of them plays an integral role in helping create deep connections between people and our products. Think about your last group celebration: Chances are, one of our iconic brands was by your side. At PepsiCo, you’re invited to be a part of a global team of innovators who make, move, and sell these products—which are enjoyed by more than 1 billion people a day.
 
A career at PepsiCo means working in a culture where everyone’s welcome. Here, you can dare to be yourself. No matter who you are or where you’re from, you can influence the people around you and the world at large. By showing up, you’ll have the opportunity to learn, develop and grow your skills for the future. Our supportive teams can fuel your professional goals to make a global impact on people and the planet. 

Join us. Dare for Better.

Industry: Food and Beverage Services
Company Size: 10,001+ employees

PepsiCo

**Overview**

The TS&EP Associate Portfolio Manager plays a critical role in enabling effective governance, planning, and execution across the Tech Strategy & Enterprise Product (TS&EP) organization. This role supports the establishment and ongoing management of portfolio governance processes that ensure alignment across short‑, medium‑, and long‑term planning horizons, including Demand Management, TS&EP owned program execution health and coordination, monthly operations review coordination, coordination between finance and TS&EP leadership for Annual Operating Plan (AOP) development, and visibility to the enterprise project portfolio.

Partnering closely with the TS&EP Chief of Staff, senior leaders, and project leads, the Associate Portfolio Manager helps integrate planning and governance activities into a cohesive, end‑to‑end portfolio view.

As a key enabler of demand aggregation and prioritization, this internally focused role supports senior leadership decision‑making by providing transparency, structure, and discipline across portfolio intake and prioritization processes. The Associate Portfolio Manager works collaboratively with stakeholders across S&T Capability and Transformation functions, S&T Finance, and the Process Excellence & Transformation Program Management COE to drive consistency, alignment, and delivery excellence across the TS&EP portfolio.

**Responsibilities**

- Facilitate demand‑shaping sessions, leading trade‑off discussions that balance overall portfolio affordability and delivery capacity.

- Support out‑of‑cycle investment requests by integrating them into the broader enterprise portfolio and ensuring alignment with governance standards.

- Partner with Program and Project Leads, as well as TS&EP Leadership, to prioritize the enterprise portfolio of new technology initiatives.

- Define and reinforce guiding principles that inform optimal TS&EP investment decisions and initiative selection.

- Own Demand Management intake governance, ensuring adherence to PMO and SPM best practices while providing leadership with clear visibility into demand.

- Lead and centralize portfolio scorecarding for TS&EP‑owned investments, delivering consistent progress, health, and risk reporting for sponsors and key stakeholders.

- Provide oversight of TS&EP program execution health, enabling alignment and issue resolution across initiatives.

- Drive monthly operational review rhythms, ensuring accurate reporting and action‑oriented discussions.

- Partner closely with Finance and TS&EP Leadership to support Annual Operating Plan (AOP) development and portfolio consolidation.

- Deliver ongoing transparency into the enterprise technology project portfolio to enable informed decision‑making.

Compensation and Benefits:

-  The expected compensation range for this position is between $104,100 - $174,300.

-  Location, confirmed job-related skills, experience, and education will be considered in setting actual starting salary. Your recruiter can share more about the specific salary range during the hiring process.

-  Bonus based on performance and eligibility target payout is 8% of annual salary paid out annually.

-  Paid time off subject to eligibility, including paid parental leave, vacation, sick, and bereavement.

-  In addition to salary, PepsiCo offers a comprehensive benefits package to support our employees and their families, subject to elections and eligibility: Medical, Dental, Vision, Disability, Health, and Dependent Care Reimbursement Accounts, Employee Assistance Program (EAP), Insurance (Accident, Group Legal, Life), Defined Contribution Retirement Plan.

**Qualifications**

- Bachelor’s degree is required

- Experience supporting IT portfolio management, governance, or integrated planning activities

- Strong organizational and coordination skills, with the ability to support committee‑based governance forums

- Ability to work effectively in cross‑functional environments

- Strong written and verbal communication skills, with attention to detail

**Preferred Qualifications**

- Minimum of 5 years of related IT business work experience

- Experience in matrixed organizational structures

- IT Financial and Portfolio management experience/skills

- Big picture expertise and ability to think strategically

- Strong executive presence and demonstrated ability to develop strong senior leadership relationships

- Strong analytical and critical thinking skills

- Experience in conflict management and trust building

- Excellent written, verbal communication skills with a track record of senior-level interaction, communication and presentation experience

- Must be self-motivated with track record of driving competing & conflicting priorities

**EEO Statement**

Our Company will consider for employment qualified applicants with criminal histories in a manner consistent with the requirements of the Fair Credit Reporting Act, and all other applicable laws, including but not limited to, San Francisco Police Code Sections 4901-4919, commonly referred to as the San Francisco Fair Chance Ordinance; and Chapter XVII, Article 9 of the Los Angeles Municipal Code, commonly referred to as the Fair Chance Initiative for Hiring Ordinance.

All qualified applicants will receive consideration for employment without regard to age, race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, or disability status.

PepsiCo is an Equal Opportunity Employer: Female / Minority / Disability / Protected Veteran / Sexual Orientation / Gender Identity / Age

If you'd like more information about your EEO rights as an applicant under the law, please download the available EEO is the Law & EEO is the Law Supplement documents. View PepsiCo EEO Policy.

Please view our Pay Transparency Statement

Associate Portfolio Manager

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

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. ~~

Glocap has been placing investment professionals since our founding in 1997. Our long history in this space has resulted in a vast, long-standing network of talent and clients. We are organized into specialized practices, and within each area, our team members focus on recruiting investment professionals at all levels, from the most senior to the most junior.

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

Glocap Investment Professionals & Executives

This NYC Single Family Office is hiring an Investment Professional to take primary responsibility for fundamental analysis of portfolio companies in both public and private markets. This new hire will function as a generalist across sectors, industries, and asset classes, evaluating both direct positions and the portfolios of fund managers. This hire will be the third member of the investment team, working closely with the head of the investment team and a colleague focused on quantitative performance and risk attribution at the portfolio and manager levels. The successful candidate will own the fundamental-research process end to end, and set their own priorities in dialogue with the team.

**Key Responsibilities **

• **Look-through analysis of fund holdings: **Evaluate underlying portfolio companies in the Family Office’s active public equity, private equity and venture fund investments to identify names where direct exposure could be increased if the opportunity arises.

• **Single-name idea generation **: Independently survey market conditions, sectors, supply chains, and peer networks to surface new opportunities for direct investment, public or private.

• **Manager underwriting support **: Partner with the team’s quantitative associate during the underwriting and re-underwriting of third-party strategies

• **Process, infrastructure, and tooling: **Build, document, and continuously improve the fundamental-research process, watchlists, models, and source materials; thoughtfully adopt new technologies, especially AI productivity and research tools

**Qualifications: **

- 5-10 years of relevant experience in fundamental equity research or underwriting. Ideal candidates will combine public-market equity research / underwriting experience with exposure to private equity, or vice versa.

- Comfort working both top-down (sectors, supply chains, macro themes) and bottom-up (individual companies and securities)

- Facility with AI tools is required

Family Office - Private/Public Investor

At Goldman Sachs, we believe progress is everyone’s business. That’s why we commit our people, capital and ideas to help our clients, shareholders and the communities we serve to grow.
Founded in 1869, Goldman Sachs is a leading global investment banking, securities and investment management firm. Headquartered in New York, we maintain offices in all major financial centers around the world. 

More about our company can be found at www.goldmansachs.com

For insights on developments currently shaping markets, industries and the global economy, subscribe to BRIEFINGS, a weekly email from Goldman Sachs. Copy and paste this link into your browser to sign up: http://link.gs.com/Qxf3

gs.com/social-media-disclosures

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

Goldman Sachs

**Job Description**

The Vintage Platform is Goldman Sachs Asset Management’s dedicated secondary investing platform and sits within the External Investing Group or XIG. The Vintage Funds, which provide liquidity solutions to private market limited partner investors and sponsors / fund managers, are a flagship of Goldman Sachs’ alternatives franchise, with leadership in the secondaries space since 1998. Since inception, the Vintage Funds have raised and invested nine globally diversified secondary funds and three strategy-specific vehicles across Real Estate, Infrastructure and Credit & Portfolio Finance. Across the secondaries platform, the group has invested over $85bn across more than 750 secondary transactions. The team operates primarily from offices in New York, London, Hong Kong, Singapore, Salt Lake City, San Francisco and West Palm Beach.

Vintage Credit Opportunity Partners Leverages The Expansive And Deep General Partner (GP) And Limited Partner (LP) Relationships Of The Vintage Secondaries Platform, XIG And Goldman Sachs To Source And Execute Credit Secondaries And Portfolio Finance Transactions. From a Dedicated Pool Of Capital, VCOP Seeks To Provide Liquidity Solutions Across Two Main Categories

-  Credit Secondaries. VCOP seeks to acquire existing direct and indirect credit portfolios through a range of transaction structures.

-  Portfolio Finance. VCOP provides innovative and highly bespoke structured liquidity and financing solutions to GPs and LPs in exchange for priority over assets and / or cash flow streams and management company economics, and at times via securitization structures. Note: these are not traditional NAV loans or subscription facilities.

https://am.gs.com/en-us/institutions/products/secondaries

**Responsibilities**

-  Conduct commercial and financial due diligence to evaluate transactions across credit deal types that the Vintage Platform focuses on:

-  Credit continuation vehicles, with a focus on fundamental company-level due diligence, valuation and transaction structuring

-  Limited Partner secondary transactions, with a focus on fundamental asset-level valuation within diversified credit portfolios across a broad range of sectors

-  Portfolio finance transactions, involving lending and structured asset-backed liquidity solutions for Limited Partners (backed by funds), private equity sponsors (backed by portfolio companies, or management company revenue streams), and other owners of private assets, such as family offices and corporates

-  Other credit secondary transactions, including the acquisition of direct and indirect portfolios of private credit and strategic transactions with credit asset managers

-  Drive portfolio valuation and modelling to inform investment decisions

-  Drive investment committee materials and present investment opportunities to the Investment Committee through written and oral presentations, and conduct thoughtful follow-up analysis

-  Work with external advisers, legal counsel and counterparties to advance transaction diligence and execution

-  Support vertical-wide initiatives through team development, relationship development and transaction sourcing

**Requirements**

-  Minimum of 3 years of experience in investing roles: preference for credit (or credit adjacent) experience, but experience in Private Equity, Secondaries and other principal investment strategies or advisory roles (Investment Banking or Management Consulting) will be considered.

-  Excellent numerical, analytical and valuation skills

-  Proficiency in modelling for the purposes of asset valuation and complex transaction cash flow waterfalls

-  Knowledge of key methodologies to analyse business models, competitive advantages and threats

-  Strong presentation, communication and negotiation skills enabling the candidate to make robust recommendations to the Investment Committee and interact effectively with third parties

-  Excellent time, people and project management skills

-  Ability to work effectively as part of a global team

**Salary Range**

The expected base salary for this New York, New York, United States-based position is $100000-$170000. In addition, you may be eligible for a discretionary bonus if you are an active employee as of fiscal year-end.

**Benefits**

Goldman Sachs is committed to providing our people with valuable and competitive benefits and wellness offerings, as it is a core part of providing a strong overall employee experience. A summary of these offerings, which are generally available to active, non-temporary, full-time and part-time US employees who work at least 20 hours per week, can be found here .

Asset & Wealth Management, Credit Secondaries & Portfolio Finance - Vintage Credit Opportunity Partners (VCOP), Associate - New York

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

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

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