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Investment Manager Salary in Stamford, CT

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Manager Treasury Operations
Investment Management Company, Stamford
Our client is a growing investment management firm that invests into technology companies. They are excited to bring on a Treasury Operations Manager as they are in heavy growth mode. This person would have the opportunity to oversee the entire treasury operations function across the firm. Responsibilities:Oversee input of payments Review cash flow forecastsMonitor daily cash balances, bank balances, fund transfers, etc. Ensure payment requests are in compliance with company policies and proceduresOpen and close bank accounts and reconcile bank statementsManage signature authorities and ensure proper documentation for authorized signatories.Handle KYC process for new and existing banking relationshipsIssue letters of creditImplement a cash management systemEvaluate vendor proposals and oversee implementation processRequirements:7 - 15 years experience in Treasury from another investment firm, bank or any financial services firmComfortable with going into the office 5 days/week ID 37163
Finance Manager - Programming FP&A
SPECTRUM, Stamford
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State Street Global Advisors - Head of Stewardship Research, VP
State Street, Stamford
Who we are looking forThe Asset Stewardship team is responsible for developing and implementing the firm's proxy voting and engagement guidelines, managing issuer engagement, and undertaking research and analysis of governance and sustainability related issues. As a senior member of State Street Global Advisors' (SSGA) Asset Stewardship team, the individual in this role will be responsible for managing activities associated with SSGA's stewardship research efforts as a fiduciary. This role requires significant cross-organizational leadership and teamwork skills to: i) Establish and refine Asset Stewardship team's perspectives on sustainability issues within the context of our fiduciary duty and in alignment to our value-based approach to Asset Stewardship ii) Help develop Voting and Engagement Policy with respect to sustainability issues, and analyzing and voting related proposals) Establish and manage a team to support such efforts. 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The candidate should have a track record of effectively managing individuals and leading initiatives from start to finish. Exceptionally strong written and verbal communications skills with an engaging personality. Ability to present information in an organized and clear fashion.Track record of effectively engaging with key stakeholders would be beneficial.Strong interpersonal skills with ability to work independently and within a team setting.Ability to work in a dynamic environment, demonstrating initiative and the ability to prioritize workloads.Candidates must be detail oriented.Graduate degree in a relevant discipline (e.g. business, economics or finance) and/or CFA designation (or willingness to pursue these designations) would be preferred.Education & Preferred QualificationsStrong understanding of a value-based approach to stewardship, especially with respect to sustainability issues.7+ years of experience in proxy voting and company engagement or in related fieldAre you the right candidate? Yes!We truly believe in the power that comes from the diverse backgrounds and experiences our employees bring with them. Although each vacancy details what we are looking for, we don't necessarily need you to fulfil all of them when applying. If you like change and innovation, seek to see the bigger picture, make data driven decisions and are a good team player, you could be a great fit.About State Street Global AdvisorsWhat We Do. As the asset management arm of State Street Corporation, State Street Global Advisors has served the world's governments, institutions and financial advisors for over four decades. With a rigorous, risk-aware approach built on research, analysis and market-tested experience, we build from a breadth of active and index strategies to create cost-effective solutions. As stewards, we help portfolio companies see that what is fair for people and sustainable for the planet can deliver long-term performance. And, as pioneers in index, ETF, and ESG investing, we are always inventing new ways to invest. 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We truly believe our employees' diverse backgrounds, experiences and perspectives are a powerful contributor to creating an inclusive environment where everyone can thrive and reach their maximum potential while adding value to both our organization and our clients. We warmly welcome candidates of diverse origin, background, ability, age, sexual orientation, gender identity and personality. Another fundamental value at State Street is active engagement with our communities around the world, both as a partner and a leader. You will have tools to help balance your professional and personal life, paid volunteer days, matching gift programs and access to employee networks that help you stay connected to what matters to you.State Street is an equal opportunity and affirmative action employer.Company: State Street Global AdvisorsSalary Range: $120,000 - $202,500 AnnualThe range quoted above applies to the role in the primary location specified. If the candidate would ultimately work outside of the primary location above, the applicable range could differ.
Office Manager
Coalition Greenwich (a division of CRISIL), Stamford
COALITION GREENWICH:Coalition Greenwich is a leading analytics and business intelligence provider to the financial services industry. Our clients include Corporate and Investment Banks, Asset Managers, and Fintechs. We specialize in providing unique, high-value, actionable information to help our clients improve their business performance. Our suite of analytics and insights encompass all key performance metrics and drivers: market share, revenue performance, client relationship share and quality, operational excellence, return on equity, brand perception, behavioral drivers, and industry evolution. We are a division of CRISIL, an S&P Global Company.General Office Management duties including but not limited to:Provision of administrative support to international offices as requiredAnswering, screening and directing incoming callsMaintaining a clean desk, office & meeting room policyEvent planning & executionFront of House & visitor managementPOC with landlord & other administrative vendors for maintenance and service activities eg. CleaningManage parking allocations & invoicingVendor invoice managementSubsistence supply managementSecurity badge issuance, reporting and maintenanceMonthly reporting & compliance tasksMobile phone account managementFire SafetyPersonal Skills, Experience and Competencies RequiredThe successful candidate will have to demonstrate the following skills, experience and attributes:Exemplary communication and interpersonal skills. Fluency in spoken English is essentialPrevious Office Management experience likely to have been gained in previous roles for at least 2 yearsIdeally educated to degree/graduate levelExceptional organisational skills with strong attention to detailProven ability to successfully multi-task, meet assigned deadlines and take ownership of planning own workloadA strong degree of independence and self-motivation whilst fully contributing to a team environmentExcellent PowerPoint, Excel and Word skillsDemonstrate a positive, willing and cheerful attitude and demeanourShow a willingness and intellectual ability to contribute to Coalition GreenwichPossess appropriate right to work in the US.
Compliance Associate
Partnership Employment, Stamford
Asset Manager is looking to hire a Compliance Associate to join their growing team.Candidate will be assisting with the overall compliance program under the supervision of the CCO.Conduct Compliance Monitoring and Testing.Experience with Form ADV & Form PFReview and update Compliance Policies and Procedures.Provide Compliance support to the CCO and staff.Provide training on best practices.Handle day -to- day activities as needed.Candidate must have experience with Investment Advisers Act of 1940s.
Head of Real Estate / Real Assets Funds, VP - State Street Global Advisors
State Street, Stamford
State Street Global Advisors (SSGA) is the asset management business of State Street Corporation, one of the world's leading providers of financial services to institutional investors with over $4.1 trillion in assets under management (12/23) and a heritage dating back over two centuries. Backed by the strength and stability of the State Street organization, SSGA makes continual investments in asset management and client servicing platforms, resulting in a client-focused, solutions-driven orientation. The Outsourced CIO business, which includes private investments, has approximately $140bn+ of AUM and 25 years of providing investment management servicesWhat we are looking forThe Private Markets Funds Team is looking to hire an experienced privates markets investment manager. Based out of Stamford, CT, it will be a role to oversee the investment in and ongoing management private markets funds with a focus on real estate/real assets as well as private credit and private equity. The individual will work with the broader private markets funds team based out of US, London and Bangalore as well as multiple internal teams including the direct real estate team, investment strategy, relationship managers, legal, risk, operational due diligence, and operations amongst others. This position will coordinate all of the resources necessary to source and assess new investment opportunities in illiquid real estate/real assets strategies as well as manage existing portfolios and client allocations, lead investment execution processes (risk, legal, operational due diligence, etc. ) and present to internal groups as well as clients whenever required. This role will support projects involving the private markets both for the Outsourced CIO team as well as across the broader firm and will report to the Global Head of Private Market Funds.As Head of Real Estate / Real Asset Funds, you will:Deep understanding of both equity and credit funds in Real Estate and Real Assets. Knowledge of Private Credit and Private Equity very helpful.Lead the sourcing and execution of investments in private market funds and co-investments focused on real estate/assets by performing due diligence, financial analysis, and modeling. Prepare and present memos and other presentations to investment committee and other internal groupsManage investment pacing and portfolio construction for our clients including assisting with the production and presentation of materials, organizing and coordinating meetingsParticipate in investment annual and advisory board meetings, management presentations, and other diligence sessions. Construct arguments about investment decisions and effectively communicate them verbally and in writing on an ongoing basisLiaise with other investment team members, client executives, investment strategists, operations, risk, operational due diligence and legal teams to prepare responses for prospect or current client inquiries and deliver monitoring reportsTake lead roles in ad hoc projects, ESG and market researchFlexibility and willingness to collaborate within the team and across functions. Working with and mentoring the analyst team in Bangalore, India. Strong communication skills and ability to manage multiple ongoing projects required.Education & Preferred QualificationsMinimum 10 years of relevant professional experience in private markets funds and direct investmentsHave existing networks within private markets for sourcing and vetting managersStrong underwriting skills incorporating qualitative and quantitative analysisExcellent written and verbal communication skillsAbility to balance and prioritize multiple investment opportunities and projectsAbility to build and maintain professional relationships with internal / external stakeholdersAbility to take initiative and work collaborativelyAbility to incorporate constructive feedbackStrong interest and intellectual curiosity in the private marketsProficient in financial statement analysis, modeling and asset based valuationsAbility to learn new systems and processesAre you the right candidate? Yes!We truly believe in the power that comes from the diverse backgrounds and experiences our employees bring with them. Although each vacancy details what we are looking for, we don't necessarily need you to fulfil all of them when applying. If you like change and innovation, seek to see the bigger picture, make data driven decisions and are a good team player, you could be a great fit.About State Street Global AdvisorsWhat We Do. As the asset management arm of State Street Corporation, State Street Global Advisors has served the world's governments, institutions and financial advisors for over four decades. With a rigorous, risk-aware approach built on research, analysis and market-tested experience, we build from a breadth of active and index strategies to create cost-effective solutions. As stewards, we help portfolio companies see that what is fair for people and sustainable for the planet can deliver long-term performance. And, as pioneers in index, ETF, and ESG investing, we are always inventing new ways to invest. As a result, we have become one of the world's largest asset managers with trillions of dollars under our care.Our Mission. At State Street Global Advisors our mission is to invest responsibly to enable economic prosperity and social progress. We are driven by a desire to help our clients, and those who rely on them, achieve a better future. We have a long history of developing innovative investment strategies to provide our clients with reliable and transparent returns, cost-effectively, and without excessive risk.Work, Live and Grow. We make all efforts to create a great work environment. Our benefits packages are competitive and comprehensive. Details vary by location, but you may expect generous medical care, insurance and savings plans, among other perks. You'll have access to Flexible Work Programs to help you match your needs. And our wealth of development programs and educational support will help you reach your full potential.Inclusion, Diversity and Social Responsibility. We truly believe our employees' diverse backgrounds, experiences and perspectives are a powerful contributor to creating an inclusive environment where everyone can thrive and reach their maximum potential while adding value to both our organization and our clients. We warmly welcome candidates of diverse origin, background, ability, age, sexual orientation, gender identity and personality. Another fundamental value at State Street is active engagement with our communities around the world, both as a partner and a leader. You will have tools to help balance your professional and personal life, paid volunteer days, matching gift programs and access to employee networks that help you stay connected to what matters to you.State Street is an equal opportunity and affirmative action employer.Company: State Street Global AdvisorsSalary Range: $135,000 - $217,500 AnnualThe range quoted above applies to the role in the primary location specified. If the candidate would ultimately work outside of the primary location above, the applicable range could differ.
Wealth Management Associate - Pathway to Management
Equitable Advisors, Stamford
At Equitable Advisors, we value your ambition. We work hard to create a culture where you can move forward as fast as you're capable. Our #VP24 program is an established management track designed to help accelerate your success as a Wealth Management Associate. After your first year as an Equitable Advisors Financial Professional, you can join our 2-year management track and be on the path to becoming a vice president or district manager. Equitable Advisors' training systems are designed to provide you with the skills and tools you need to succeed:Development sessionsAdvanced coaching from peers, managers and executive leadershipLeadership development schoolEquitable Advisors' virtual universityLeadership meetingsResponsibilities Recruiting and selecting new financial sales professionals and supporting their development through training, coaching and joint-work opportunities, fostering relationships with existing experienced financial professionalsEnsuring compliance oversight and supervisionExemplifies the successful financial professional profile by maintaining a sound, profitable personal and district sales practice consistent with branch and company strategyRequirementsWith a wide range of successful financial professionals, prior educational focus and professional background does not necessarily dictate success. We see success with people directly out of college, frustrated professionals looking to begin new career opportunities and those already in the financial services industry seeking a more comprehensive platform. We also seek and develop people of all backgrounds built on our proud history and focus of developing diverse talent and enabling an inclusive work environment. A four-year college degree is preferred but not requiredYou will be required to attain state life and health licenses, SIE, FINRA Series 7 and 66 exams (other designations a plus) Results-driven, highly motivated, self-starter who possesses integrity, a strong work ethic and the desire to help others plan for and protect their financial futuresTeam player who possesses excellent interpersonal skills and communication abilities, with a high degree of self-confidenceAbility to draw upon past/present experiences and acquaintances to develop markets and sustain long-term relationships Note -- applicants must be authorized to work in the United States. Benefits Compensation you control and a complete benefits packagePersonalized and comprehensive training and support in all areas important to building your business Sponsorship as well as coaching to obtain the licensing required for hire Ability to specialize in numerous areas from being a Certified Financial Planner, to a junior or senior partner in a firm model, to employee and executive benefits and other specialized areas of focus Ability to work jointly with senior joint-work partners and to be coached by top performers Advancement and management opportunitiesA work-life balance and access to a full suite of remote-work technology solutionsIf you are looking to expand your scope of impact with the support of a leading financial services firm, let's connect! Securities offered through Equitable Advisors, LLC (NY, NY (212) 314-4600), member FINRA, SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC-registered investment advisor. Annuity and insurance products offered through Equitable Network, LLC. an Equitable Advisors is an equal opportunity employer M/F/D/V. GE- 3702629 (08/21) (Exp.08/23)