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

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

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

Citi

Savvy Admin PROD

This is a Senior Lead Engineer position responsible for establishing and implementing innovative technology solutions and programs in coordination with the Technology Team. The overall objective of this role is to lead complex engineering initiatives across various domains, including Business Intelligence (BI) tools, Big Data, Agentic AI, and Machine Learning. We are looking for a Senior Principal Engineer with extensive experience building robust, high-performance, and large-scale applications. We are constantly evolving our significant software assets and are seeking a leader who is passionate about leveraging diverse technologies to drive technical excellence and innovation.

**Team Background**

The Credit Risk Technology Team is responsible for delivering Counterparty Credit Risk Management software solutions. These tools allow sales, traders, operations staff and risk officers to manage Citi's exposure to financial institutions, governments and corporates that trade with Citi. The team builds and maintains software that provides a complete platform for their users: limit monitoring, exception management, stress testing analysis and escalation workflow capabilities are some key areas of focus.

**Key Responsibilities**

- Provide technical leadership and development oversight to the wider team of Software Engineers/Analysts. Ensure application design adheres to the appropriate architectural and design patterns for scalable and intelligent systems.

- Develop key software components personally, and use your code as a teaching tool across the team for patterns and techniques, especially concerning Agentic AI design and implementation.

- Host sessions for design and code review at multiple levels of the organization. Improve our engineering standards and process to make the team more capable and efficient, embracing AI-assisted development practices, including the use of tools like Git Copilot and Devin AI.

- Collaborate effectively with a large global team of software engineers, business analysts, dev-ops and support staff to deliver software solutions for the business.

- Lead the adoption of new technologies where appropriate to solve business problems while adhering to Citi's architectural guidelines, with a strong focus on Agentic AI and Machine Learning frameworks.

- Serve as advisor or coach to mid-level/junior developers and analysts, helping build the overall engineering capabilities of the team, particularly in AI/ML and intelligent systems development.

- Appropriately assess risk when decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.

**Ideal background**

- Full-stack developer with 10+ years of experience in designing and developing robust, scalable, and maintainable applications applying Object Oriented Design principles.

- Hands-on experience in Web technologies (HTML, CSS, React JS), REST-APIs, and Backend using Java/J2EE technologies.

- Deep experience with Big Data technologies and data platforms capable of handling vast datasets for training, serving, and managing AI models.

- Strong knowledge of cloud platforms (AWS, Azure, or Google Cloud) and deployment/packaging solutions such as Dockers/Kubernetes, OpenShift.

- Experience with Agile software development processes with a strong emphasis on test driven development.

- Strong knowledge of CI/CD pipelines and experience in tools such as JIRA, BlackDuck, SONAR etc.

- Deep understanding of JVM internals such as class loading and memory management.

**Skills**

Extensive experience working with most if not all the technologies listed below:

- Java Core with extensive hands-on experience with concurrent programming.

- Spring Framework including Core, Integration, Batch, JDBC, Hibernate.

- Distributed Caching frameworks such as Oracle Coherence, Redis or equivalent.

- Cloud computing technologies with practical experience working with containers, microservices and large datasets (Docker, Kubernetes).

- Expertise in Big Data / Data Lake system architecture that supports enterprise data warehouse, real-time data processing, and large-scale data ingestion for AI/ML workloads.

- Databases - RDBMS preferably Oracle, NoSQL preferably MongoDB.

- Familiarity with Linux environment including scripting skills.

- SDLC/Dev Ops - Git/BitBucket, CI/CD pipeline frameworks such as Jenkins, SonarQube, JIRA, any secure coding toolkits.

- Demonstrated ability to integrate and optimize AI-assisted coding and development tools (e.g., Git Copilot, Devin AI) into team workflows to maximize efficiency and innovation.

- Hands-on experience with data governance, metadata management, and data lineage platforms to maintain high data quality and auditability for AI systems.

- Ability to evaluate design trade-offs and document choices effectively.

- Demonstrated capacity to build sophisticated tooling for development and production team use.

**Preferred:**

- Knowledge and experience with Business Intelligence (BI) tools such as Tableau and Cognos for data visualization and reporting.

- Experience with Big Data querying tools including Google BigQuery, Starburst, and DuckDB.

- Experience with prominent Machine Learning frameworks and libraries (e.g., TensorFlow, PyTorch, Scikit-learn, Hugging Face) and their deployment in production.

- Deep understanding and practical application of Machine Learning algorithms (supervised, unsupervised, reinforcement learning) and statistical modeling, with a focus on interpretability and bias detection in financial applications.

- Knowledge of large language models, natural language processing (NLP), computer vision, and time-series analysis techniques as applied to Agentic AI and risk modeling.

- Experience in designing, developing, and implementing AI agents capable of autonomous decision-making, adaptive learning, and complex interaction within a financial domain.

**Education:**

- Bachelor's/University degree or equivalent experience, Master's degree preferred.

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**Job Family Group:**

Technology

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**Job Family:**

Applications Development

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**Time Type:**

Full time

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**Primary Location:**

Rutherford New Jersey United States

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**Primary Location Full Time Salary Range:**

$176,720.00 - $265,080.00

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

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**Most Relevant Skills**

Please see the requirements listed above.

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**Other Relevant Skills**

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

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**Anticipated Posting Close Date:**

May 09, 2026

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

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

Senior Engineering Lead-  Senior Vice President

Known nationally as America's largest weekend marketplace, the original Traders Village opened in Grand Prairie in 1973. Enjoy live music, shopping, and amusement park rides every Saturday and Sunday. Home of the Prairie Screamer roller coaster in Grand Prairie.

Industry: Entertainment Providers
Company Size: 201-500 employees

Traders Village

**Director of Marketing, Strategy & Performance**

~~Traders Village~~

Traders Village is seeking a Director of Marketing, Strategy & Performance to lead enterprise marketing strategy, agency management, brand standards, performance reporting, and cross-market coordination across our locations.

This role is responsible for driving attendance, traffic, customer engagement, vendor participation, and revenue through coordinated marketing strategy, events, promotions, and operationally aligned execution.

You will partner closely with the President, General Managers, agency partners, and market-level marketing teams to help shape large-scale public experiences that people actually attend — not just scroll past.

This is not a remote role. This is not a purely digital marketing role.

We are looking for someone who understands live operations, experiential marketing, customer behavior, vendor engagement, public-facing events, and how marketing translates into real-world traffic, energy, dwell time, and revenue.

**What You’ll Do **

- Lead annual marketing planning across all Traders Village locations

- Develop campaigns, promotions, events, and initiatives that drive attendance, engagement, and revenue

- Manage agency relationships, media planning oversight, creative approvals, and marketing accountability

- Develop KPI frameworks and performance reporting tied to business outcomes

- Translate marketing data into actionable business insight and operational recommendations

- Oversee marketing budgets, ROI visibility, and performance analysis

- Coordinate marketing activity across paid media, CRM, website, social media, events, PR, and local execution

- Maintain brand standards and campaign consistency across all markets

- Support customer engagement, retention, and CRM initiatives

- Partner closely with General Managers to align marketing strategy with operational realities and local market opportunities

- Support cross-market collaboration and best-practice sharing across locations

- Oversee public relations, earned media, and crisis communication coordination

- Support website and e-commerce performance as key customer engagement channels

**What We’re Looking For **

- 7+ years of marketing leadership experience

- Experience managing multi-channel campaigns, events, promotions, or customer engagement initiatives

- Strong understanding of budgeting, KPI development, analytics, and performance reporting

- Experience managing agencies, media vendors, and external partners

- Experience operating in multi-location or operationally complex environments strongly preferred

- Ability to balance strategy, analytics, coordination, and practical execution

- Strong communication and organizational leadership skills

- CRM and customer lifecycle marketing experience preferred

- Experience supporting executive-level reporting and strategic planning preferred

- Experience in entertainment, hospitality, retail, attractions, tourism, fairs, festivals, live events, or other high-volume consumer-facing environments preferred

- Bilingual English/Spanish communication skills preferred

**The Right Person For This Role **

- Understands that successful marketing is not measured only by clicks and impressions, but by real-world business outcomes

- Comfortable operating in a collaborative but accountable environment

- Able to work across multiple markets while collaborating with strong operational leaders

- Capable of coordinating strategy and performance without losing sight of local customer experience

- Understands that vendor participation and engagement contribute directly to the energy and success of the marketplace

**Position Details **

- Full-time

- Reports to the President of Traders Village

- Multi-location responsibility

- Some travel between locations required

- This is an on-site operational leadership role and is not a remote position

- Weekend and event availability are required

- Compensation: $120,000–$140,000 depending on experience and qualifications

**About Traders Village**

Traders Village operates large-scale marketplace and entertainment destinations combining shopping, food, rides, festivals, concerts, and community events into a unique customer experience serving hundreds of thousands of guests annually.

If you enjoy fast-moving, customer-facing environments and want to help create experiences people remember long after the weekend is over, we’d like to hear from you.

Director of Marketing, Strategy & Performance

Topstep is the premier funding opportunity for retail futures traders. Our goal is to provide a safe environment so that traders can professionalize their passion and safely engage and profit in the financial markets. 

At Topstep, we believe empowered people yield great results. Our people are our greatest asset and we treat them as such. We rely on everyone, regardless of position or experience, to help develop the big ideas that move us forward.

📝 Risk Disclosure: https://www.topstep.com/risk-disclosure
📝 Terms of Use: https://www.topstep.com/terms-of-use/

Industry: Financial Services
Company Size: 51-200 employees

Topstep

**Summary**

The Copywriter plays a critical role in how Topstep shows up across every channel traders interact with. This role exists to make sure every piece of content we put out, from emails and blogs to product launches and paid ads, sounds like Topstep, resonates with our traders, and drives action. This is not a support role. It sits at the center of Brand and Marketing and works closely with Trader Experience, Product, Communications, and Brokerage to keep messaging consistent, accurate, and on brand. The right person for this role understands our traders, moves fast, and takes pride in copy that actually performs.

**Key Responsibilities**

- Write trader-facing emails across product launches, policy updates, feature announcements, and program changes that are clear, on brand, and built to convert.

- Own blog content that educates traders on market concepts, trading strategy, and the Topstep platform in a way that is accessible and engaging.

- Contribute to GTM campaigns, video scripts, paid ad copy, and product launch messaging from brief to final delivery.

- Write copy for the brokerage side of the business in compliance with NFA regulatory guidelines.

- Work alongside the Trader Experience team on trader-facing communications, updates, and announcements.

- Maintain brand voice consistency across all channels while adapting tone for context and audience.

- Audit and update existing content as products, policies, and programs evolve.

- Collaborate across Brand, Product, Communications, and Trader Experience to ensure messaging is aligned and consistent at every touchpoint.

**Required Qualifications And Key Competencies**

- 1 + years of copywriting experience in a professional setting with work that went live across email, social, blog, or campaign formats.

- Strong writing skills with the ability to adapt tone and format across channels without losing the brand voice.

- Genuine understanding of Topstep, our traders, and what we stand for as a brand.

- Familiarity with trading concepts, futures markets, or prop firm culture, or a demonstrated ability to get up to speed quickly and write about them with confidence.

- Comfortable working under NFA compliance guidelines for regulated brokerage content, or willing to learn and apply them consistently.

- Detail oriented enough to get a compliance reviewed email right and creative enough to write copy that actually engages traders.

- Comfortable moving fast, taking feedback, and iterating without losing momentum.

- Strong collaboration skills with the ability to work across multiple teams and manage competing priorities without losing consistency.

- This is an individual contributor role focused on hands-on execution, personal accountability, and subject matter expertise in copywriting and brand voice.

**Company Culture & Perks**

- Topstep is an engaging working environment which ranges from fully remote to hybrid. We foster a culture of collaboration with cameras on during meetings and a robust Slack environment for communication.

- Seven paid Company Holidays and generous Family Leave. Paid time off is front-loaded.

- Competitive 401(k) matching, health, dental, and vision insurance is offered for full time employees.

- Vacations are encouraged with a bonus for taking 5 consecutive days. Employee referrals are bonused. Topstep offers a food and groceries budget and contributes towards health and wellness.

**New Hire Base Salary Range**

- $60,000 - $70,000.

- Bonus: This position is eligible for a performance-based bonus as provided by the plan terms and governing documents.

- The compensation offered will take into account internal compensation structure and may vary depending on the candidate's geographic region, job-related knowledge, skills, and experience among other factors.

**Equal Opportunity Employer**

Topstep is an Equal Opportunity Employer. We are committed to fostering an inclusive environment where all employees and applicants are valued. All qualified candidates will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, age, disability, or veteran status, in compliance with applicable federal, state, and local laws.

**Interested in the role? Apply today with your resume! **

Copywriter

Phillip Capital Inc. Inc. was formed in 2010 and is a Futures Commission Merchant ("FCM") with full clearing membership to the Chicago Mercantile Exchange CME, CBOT, COMEX, NYMEX, ICE US, NFX, and CFE.   We are also a Broker-Dealer that offers correspondent clearing services for US equities. We are based in Chicago, IL and located at the historic Chicago Board of Trade building. We are part of the Phillip Capital Group of  Companies that has headquarters in Singapore.
 
We are a member of the PhillipCapital group of companies. Established in 1975 as a stock broking firm in Singapore, the Group has since diversified to offer a comprehensive suite of financial services including broking of futures, foreign exchange, equities, fixed income, bonds, unit trusts, real estate, and insurance. With shareholder's equity greater than 1 billion and global assets under custody greater than 18 Billion, the group has been profitable each year since its founding.
 
Phillip Capital employs more than 3,500 people worldwide, with its major interests in Singapore, Hong Kong and other member companies operating in China, Japan, Malaysia, Thailand, Indonesia, Sri Lanka, United Kingdom, France, Australia and Turkey.  Phillip Futures Inc. is the first foray into the US, and thus an important move for  Phillip Capital.

Through the PhillipCapital group of companies, Phillip also has direct memberships in Asia with OSE, TSE, TOCOM, SGX, HKEX, BURSA, ICDX, TFEX, and TDE.
 
Phillip Capital and Phillip Capital Inc. are  privately owned  and focused on serving the needs of our customers.

Industry: Financial Services
Company Size: 11-50 employees

Phillip Capital Inc.

**We’re Hiring – Securities Operations Professionals – all levels! **

**Location: Dallas, TX (Hybrid) **

Phillip Capital Inc. is dually registered with the SEC/FINRA as a self-clearing broker dealer and the Commodity Futures Trading Commission (CFTC) as a registered Futures Commission Merchant (FCM) serving professional traders and institutions with customized clearing, custody and global market access solutions.

**What We Offer **

We provide an environment where you can grow your skills and make meaningful, visible contributions to your team and the broader organization. Our culture is built on integrity, accountability, open communication, and continuous improvement, with a focus on building for the long term.

**About the Role **

We are seeking highly motivated, hands-on **Securities Operations ** professionals at all levels to work within our **Broker Dealer Team ** to execute core operational functions. This role is ideal for someone who thrives in a “roll-up-your-sleeves” environment, where building, improving, and directly managing processes is essential. This individual will play a critical role in ensuring operational excellence, regulatory compliance, and scalable infrastructure as the firm grows.

**What You Will Do (responsibilities may vary by level) **

- Assist with the expansion of the securities and options trading, clearing, and custody offering to new and existing clients, with a focus on custodian services, operating and supervisory procedures, and daily reconciliations.

- Execute daily tasks related to clearing, settlement, pledging, exercise & assignment, expiration processing, corporate actions, and position transfers.

- Domain expertise to identify, analyze, and resolve securities and option trade settlement breaks.

- Collaborate with front office, compliance, and technology teams.

- Maintain adherence to regulatory requirements (FINRA, OCC, SEC, DTCC etc.).

- Assist in periodic internal and external audit examinations.

- Process creation, improvement, documentation, validation, and research related to new products.

**Qualifications **

- Minimum of 5 years’ experience in a self-clearing broker-dealer with focus around securities and options.

- Series 7 required.

- Knowledge of Regulation T, FINRA Rule 4210, SEC Rule 15c3-3, and 15c3-1, Rule 6.

- Strong analytical skills and ability to recognize and mitigate issues with process and tools.

- Strong knowledge of SEC, FINRA, and OCC rules and regulations.

- A strong level of proficiency in Microsoft Office products, especially Excel.

- Ability to efficiently handle a multitude of tasks while maintaining a low error rate.

- Working experience with SQL, Python, Power Automate or other no/low-code solutions preferred.

- Strong attention to detail, time management, and solid communication/organization skills.

- Absolute integrity and ability to recognize and learn from mistakes.

To be considered for this position, please apply via LinkedIn or submit a resume directly to careers@phillipcapital.com with “Securities Operations” in the subject line. Phillip Capital Inc. will not consider candidates sent by recruiters for this position.

Securities Operations 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

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 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

As the global leader in AI-powered recruitment marketing and candidate engagement, we are transforming talent attraction and recruitment media buying for the world’s largest and smartest employers, staffing businesses, RPOs, and recruitment advertising agencies.

The Joveo platform enables businesses to attract, source, engage, and hire the most relevant candidates on time, within their budget. Powering millions of jobs every day, our data-driven recruitment marketing platform uses advanced data science and machine learning to dynamically manage and optimise talent sourcing and applications across all online channels while providing real-time insights at every step of the job seeker journey, from click to hire.

For more information, visit www.joveo.com.

Industry: Software Development
Company Size: 51-200 employees

Hire Feed

- **Role **: Quantitative Analyst (Remote)

- **Locations **: Remote (United States, Canada, Puerto Rico, United Kingdom, New Zealand, Australia, Mexico, or Argentina)

**Role Overview: **

One of our client is hiring Statistics Experts to teach AI how to interpret and solve complex quantitative problems. As a domain expert, you will create rigorous analytical prompts, evaluate model responses for statistical accuracy, and ensure frontier AI adheres to the highest standards of quantitative reasoning — all on a fully remote, flexible schedule.

**Key Responsibilities: **

- Assess the factuality and relevance of domain-specific text produced by AI models

- Craft challenging analytical prompts and write expert-level answers in Statistics

- Evaluate and rank domain-specific responses generated by AI models for accuracy

- Review and correct AI-generated chains of thought for statistical correctness

- Provide clear, precise written feedback on quantitative reasoning and methodology

- Collaborate with the Outlier expert community to maintain quality standards

**Required Skills: **

- Ability to write clearly and precisely about Statistics concepts in fluent English

- Strong analytical reasoning and rigorous attention to quantitative detail

- Comfortable working independently in a fully remote, asynchronous environment

**Required Qualifications: **

- Education in Statistics, Biostatistics, Mathematical Statistics, Applied Mathematics, Econometrics, Data Science, Operations Research, Machine Learning with a statistical focus, or Quantitative Psychology

- Experience working as a statistician, biostatistician, data scientist, quantitative researcher, or in a comparable highly technical/analytical role

**Compensation **

- Earn up to **$150 USD/hr **

- Payments issued weekly via supported payout platforms (e.g., PayPal or AirTM)

**Equal Opportunity Employer: **

We're an equal opportunity employer. We are committed to building an inclusive workplace and welcome applications from all qualified individuals regardless of race, color, ethnicity, nationality, gender, gender identity or expression, sexual orientation, age, religion, disability, marital status, or any other characteristic protected by applicable law. All hiring decisions are made solely on the basis of qualifications, skills, and demonstrated ability.

**If your expertise can teach AI how to reason — apply now! **

Quantitative Analyst (Remote)

- **Role **: Senior Quantitative Analyst (Remote)

- **Locations **: Remote (United States, Canada, Puerto Rico, United Kingdom, New Zealand, Australia, Mexico, or Argentina)

**Role Overview: **

One of our client is hiring Statistics Experts to teach AI how to interpret and solve complex quantitative problems. As a domain expert, you will create rigorous analytical prompts, evaluate model responses for statistical accuracy, and ensure frontier AI adheres to the highest standards of quantitative reasoning — all on a fully remote, flexible schedule.

**Key Responsibilities: **

- Assess the factuality and relevance of domain-specific text produced by AI models

- Craft challenging analytical prompts and write expert-level answers in Statistics

- Evaluate and rank domain-specific responses generated by AI models for accuracy

- Review and correct AI-generated chains of thought for statistical correctness

- Provide clear, precise written feedback on quantitative reasoning and methodology

- Collaborate with the Outlier expert community to maintain quality standards

**Required Skills: **

- Ability to write clearly and precisely about Statistics concepts in fluent English

- Strong analytical reasoning and rigorous attention to quantitative detail

- Comfortable working independently in a fully remote, asynchronous environment

**Required Qualifications: **

- Education in Statistics, Biostatistics, Mathematical Statistics, Applied Mathematics, Econometrics, Data Science, Operations Research, Machine Learning with a statistical focus, or Quantitative Psychology

- Experience working as a statistician, biostatistician, data scientist, quantitative researcher, or in a comparable highly technical/analytical role

**Compensation **

- Earn up to **$150 USD/hr **

- Payments issued weekly via supported payout platforms (e.g., PayPal or AirTM)

**Equal Opportunity Employer: **

We're an equal opportunity employer. We are committed to building an inclusive workplace and welcome applications from all qualified individuals regardless of race, color, ethnicity, nationality, gender, gender identity or expression, sexual orientation, age, religion, disability, marital status, or any other characteristic protected by applicable law. All hiring decisions are made solely on the basis of qualifications, skills, and demonstrated ability.

**If your expertise can teach AI how to reason — apply now! **

Senior Quantitative Analyst (Remote)

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

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

****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

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

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

Leap Group is an independent network of wholly-owned Midwest agencies and studios. At Leap Group, we share a common culture, POV and values that make it easy for us to work together and create great work for our clients. By adapting to whatever combination fits your company’s needs and objectives, we give you the benefits of scalability and depth of expertise from our full team. We are built to be full-service – to deliver transformative results. Through an integrated approach of human understanding, communication and technology, we create authentic experiences.

Your brand matters. We make it matter more.

Industry: Advertising Services
Company Size: 51-200 employees

Leap Group

**🐸 Why Join Our Team?**

When joining Leap Group, you're joining a team that is passionate, innovative, and connected. Some words we've heard our teammates use to describe our culture are welcoming, collaborative, flexible, and dog-friendly (warning: your interview may be accompanied by a wagging tail🐕)

**Benefits**

We give our team the ability to make an impact with clients, while expanding their experience and depth of knowledge in the process. We like to show our appreciation for everything our teammates do by offering supportive and inclusive benefits that allow them to thrive. This includes things like:

🩺 Health, dental, vision, and ancillary benefits

🐣 Paid maternity and paternity leave

🌞 Unlimited PTO and Summer Fridays

🌻 Autonomy and flexibility

🧠 Company-paid access to coaching and therapy

💸 401k plan with match and 1:1 access to investment advisor

📚 Professional development opportunities

💻 Remote-hybrid flexibility

**🌈 Diverse and Inclusive Marketing Comes from Diverse and Inclusive Teams**

We recognize our teammates are our greatest assets in helping our clients market less and matter more. Diverse backgrounds, opinions and perspectives on our team allow us to expand our own perspectives and, in the process, create solutions that are innovative, creative, and strategic.

We're constantly working to transform our agencies and industry into spaces that are more diverse, equitable, and inclusive, and we welcome the addition of YOUR unique voice and perspective. Don't forget to ask us about our focus on diversity, equity, and inclusion during your interview.

**🎧 Accommodation Requests**

Leap Group complies with the ADA and ADAAA. If you need reasonable accommodation to apply, interview, or do the job, please include your accommodate request in the corresponding application question.

**🌍 Where is This Role?**

While we service clients nationally and internationally, Leap Group has a footprint in the Midwest, with offices in:

📍 Louisville, KY

📍 Cincinnati, OH

📍 Indianapolis, IN

📍 Chicago, IL

Our roles are typically open to remote candidates located and authorized to work in the U.S. However, strong preference is always given to candidates in or near our physical footprint. This is because we’ve found the ability to seamlessly collaborate in-person is very valuable to the nature of our work.

Regardless of location, onsite time and periodic travel for things like client meetings, collab sessions, production work, pitches, and team gatherings is important and expected. Our hybrid work model is core to how we deliver impact.

**💻 Check Us Out**

To learn more about our agencies and work, visit www.leapgroupnetwork.com

**💎 Who is the Senior Art Director?**

The Senior Art Director is a strategic and concept-driven creative leader with a strong foundation in design craft, visual storytelling, and integrated campaign development. This person brings a balance of big-picture thinking and attention to detail, creating ideas that translate seamlessly across platforms, channels, and brand experiences.

In this role, you’ll lead the development of compelling visual concepts and creative executions while collaborating closely with cross-functional teams to bring ideas to life. You’re resourceful, solutions-oriented, and energized by finding smart, effective ways to create impactful work regardless of constraints or timelines.

The ideal candidate brings strong conceptual thinking, elevated design craft, and experience developing integrated campaigns across digital, social, experiential, and traditional channels.

**In This Role, You Can Expect To**

- Partner with the Associate Creative Director to develop and execute strategic and creative solutions across client relationships and projects.

- Concept and design integrated campaigns across digital, social, print, experiential, and traditional channels.

- Establish art direction, visual style, and tone across communications and brand systems.

- Collaborate with writers, strategists, account teams, developers, and production partners to bring ideas to life.

- Develop thoughtful, polished, and strategically grounded creative executions across platforms.

- Manage multiple projects and priorities while maintaining a high standard of creative quality.

- Contribute to agency growth through participation in pitch work and new business development.

- Assist in mentoring and collaborating with junior creatives and cross-functional teammates.

- Stay curious and informed about emerging trends, technologies, culture, and innovation in advertising and design.

**📚 What do You Need?**

- 5+ years of agency or advertising experience required

- Experience working with national B2B and/or B2C brands

- Bachelor’s or Master’s degree in Graphic Design, Interactive Design, Fine Arts, Advertising, or related discipline preferred

- Strong conceptual thinking and campaign ideation skills

- Outstanding portfolio demonstrating strong conceptual work and design craft across multiple mediums

- Exceptional typography, layout, visual storytelling, and art direction skills

- Strong understanding of marketing objectives and how creative supports business goals

- Ability to understand and translate client business objectives into compelling creative solutions

- Excellent communication, presentation, and collaboration skills

- Ability to thrive in a fast-paced, collaborative environment while delivering high-quality work on time

- Strong understanding of digital platforms, web capabilities, usability, and information architecture

- High level of proficiency in Adobe Creative Suite

- Passion for advertising, design, culture, and visual communication

- Curiosity for emerging trends and evolving technologies

- Strong attention to detail, organization, accountability, and follow-through

Please include a portfolio link or PDF portfolio with your application. Applications submitted without portfolio materials will not be considered.

~~Important note: if you think you have what it takes to be a great in this role but don't necessarily meet all of these qualifications, please still apply! While we work hard to eliminate unnecessary requirements from our job ads, our teams and needs are constantly evolving, and we'd always love the opportunity to connect and see what might be a fit. ~~

Senior Art Director

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

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

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

Community guidelines: vgi.vg/sgl1

*As of January 2025

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

Vanguard

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

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

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

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

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

**What It Takes**

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

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

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

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

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

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

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

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

**Qualifications**

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

- Undergraduate degree or equivalent combination of training and experience.

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

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

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

- FINRA Series 7 & 63.

**Special Factors**

- CFA or CFP is highly preferred.

**Special Factors**

**Sponsorship**

Vanguard is not offering visa sponsorship for this position.

**About Vanguard**

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

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

**How We Work**

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

Senior Portfolio Strategist

Clear Function is not your typical local dev shop. We're a full-stack software development and services agency focused on payments engineering. We collaborate with clients to build solutions that are secure and scalable to drive growth.

Industry: Software Development
Company Size: 11-50 employees

Clear Function

**Company Description **

Our client is a Memphis-based registered investment advisor with a proven track record serving high-net-worth families, family offices, and institutional clients.

The firm has reached an inflection point. They are bringing on their first full-time technologist to lead the effort, alongside Clear Function as their senior engineering partner.

This is a founding role with direct access to firm leadership, real budget authority, and the latitude to define what a modern investment operating system looks like.

**Experience profile: **

- 5–10 years experience, ideally with at least 2 years in fintech, wealthtech, or financial services

- Has shipped at least one production AI/LLM feature in the last 18 months (not just experimented — shipped)

- Has worked in both a small/startup environment (autonomy, range) AND somewhere with engineering process (code review, deployment discipline).

**Core technical capabilities (must-have): **

- Full-stack web development (modern stack: TypeScript/React, Python or Node backend, Postgres)

- Data engineering — ETL, schema design, working with messy real-world data (manager portals, statements, custodian feeds)

- AI/LLM fluency — RAG, agents, prompt engineering, embeddings, evals. Should be able to discuss tradeoffs between self-hosted vs. API models.

- Cloud infrastructure (AWS or Azure)

- Strong opinions on data security, IAM, and SOC 2 — or at least conversant

**Soft skills (deal-breakers if missing): **

- Can sit with Client and discuss requirements and design solutions

- Comfortable with executives

- Self-starter with high tolerance for ambiguity (they'll be alone most of the time)

Principal Solutions Architect

Sapient Capital is an independent wealth advisory firm that specializes in providing highly personalized investment management & advisory, wealth planning, and family office services to multi-generational families, HNW and UHNW individuals, endowments, and foundations. As a registered investment advisor (RIA), Sapient serves as your fiduciary and trusted partner, prioritizing relationship-building, trust, and long-term success. Sapient works with our clients to craft and execute tailored strategies that reflect their unique financial goals, family dynamics, and legacy aspirations. Sapient Capital is headquartered in Indianapolis with offices in Los Angeles, Miami, and New York.

Sapient Capital, LLC (“Sapient Capital”) is a registered investment advisor with the U.S. Securities and Exchange Commission. Sapient Capital provides investment advisory and related services for clients nationally. Sapient Capital will maintain all applicable registrations and licenses as required by the various states in which it conducts business. For additional information, please visit our website at https://sapientcapital.com.

Industry: Financial Services
Company Size: 11-50 employees

Sapient Capital

**Description**

**About Sapient Capital**

Sapient Capital is a privately owned, independent advisory firm with over $13bn in assets under management, serving ultra-affluent families and individuals, foundations, and institutions. As a fast-growing registered investment advisor (RIA), we specialize in providing our clients a uniquely tailored service offering including sophisticated investment management, advanced financial planning and comprehensive family office solutions all tied together with cutting edge technology. Sapient is headquartered in Indianapolis with offices in New York, Miami, and Los Angeles.

**Job Overview**

Advisory associates assist lead and secondary advisors in delivering comprehensive financial services to ultra-high net worth (UHNW) families and individuals, as well as institutions and foundations. Your key responsibilities will encompass client relationship management, portfolio management, financial planning, and operational support.

**This position requires consistent in-person attendance at our NYC office.**

**Client Relationship Management**

- Prepare highly sophisticated presentations and reporting for assigned clients using several different financial software tools in addition to Microsoft PowerPoint and Excel.

- Create meeting schedules and prepare deliverables in advance to allow time for review.

- Maintain accurate asset and entity information in core systems to ensure accurate client reporting and deliverables.

- Support assigned advisors with the development of custom views in Addepar to properly track and analyze key attributes.

- Partner with internal teams to resolve any potential issues with data feeds, as needed.

- Assist advisors with managing client communication and inquiries to ensure service standards are maintained and continue building lasting relationships with each family.

**Portfolio Management**

- Conduct thorough research and analysis of investment opportunities, market trends, and economic factors to build your personal expertise and knowledge.

- Assist lead and secondary advisors in constructing and monitoring client portfolios based on their investment objectives.

- Recommend portfolio adjustments and rebalancing strategies as necessary to align with client’s goals and objectives.

- Actively participate in educational calls and internal networking opportunities within Sapient to further your understanding of our investment platform, managers, and opportunities.

**Financial Planning**

- Participate in educational sessions/webinars to build knowledge in financial planning principles and strategies.

- Conduct thorough financial assessments, analyzing clients’ current financial positions, cash flow, and risk management.

- Utilize financial planning software and tools to create customized financial plans as directed.

- Help with analysis and preparation of prospective and current clients’ financial plans and investments to support advisors. Support diligence efforts to identify new business or other organic growth opportunities.

**Operational Support**

- Coordinate operational processes related to client onboarding, account maintenance, and transactions as directed.

- Work directly with our Relationship Management, Investments, and Family Office teams to ensure all client-related requests and tasks are completed timely and efficiently on behalf of the advisor.

- Assist in maintaining client databases CRM systems, and other technology systems to ensure accurate records at all time.

- Maintain tracking of billable vs. non-billable assets. Communicate opportunities to advisors to drive billable asset growth.

**Requirements**

**Qualifications:**

- Bachelor's degree or higher from an accredited university. Majors in Finance, Accounting, Economics, Business Administration, or related fields of study preferred.

- 3+ years of direct industry experience.

- Active pursuit of the CFP (Certified Financial Planner) designation and/or Series 65 strongly preferred.

- Excellent interpersonal and communication skills, with the ability to build strong relationships with clients and internal stakeholders

- Ability to multi-task and manage multiple priorities in a fast-paced environment

- Strong analytical skills with the ability to interpret complex financial data

- Knowledge of investment products, financial markets, and portfolio management principles, with the ability to explain concepts internally and to clients

- Advanced in Microsoft Office Suite, including Word, Excel, PowerPoint and SharePoint

Sapient Capital is an Equal Opportunity Employer. Sapient does not discriminate based on race, religion, color, sex, gender identity, sexual orientation, age, non-disqualifying physical or mental disability, national origin, veteran status, or any other basis covered by appropriate law. All employment is decided based on qualifications, merit, and business need.

Advisory Associate

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