18 fund analyst jobs at 12 companies in Bridgeport, CT
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Sr Investment Fund Analyst
United States or Farmington
$109k-$148k/yrRemoteFull Time
Symetra: Private U.S. financial services providing retirement solutions, life insurance and employee benefits to people and businesses.
8+ YOEBachelor's degree or equivalent experience, 8+ years in investment operations or fund administration, and experience with Bloomberg, Simcorp Dimension, Excel, fund accounting, and PowerBI.
Bloomberg, Simcorp Dimension, Microsoft Excel, Python, PowerBI, Speedtest
Symetra Investment Management Company: Registered investment adviser providing fixed-income and alternative-asset portfolio management to institutional clients.
8+ YOEBachelor's degree or equivalent experience, 8+ years in investment operations or fund administration, strong Excel and communication skills, and experience with fund accounting, trade systems, investment accounting, and reporting tools.
Bloomberg, Simcorp Dimension, Microsoft Excel, Python, PowerBI
Stifel Bank & Trust: A global wealth management and investment banking firm offering an entrepreneurial environment and comprehensive benefits.
1+ YOEBachelor's in finance/accounting/business, 1+ year relevant experience, understanding of venture/private equity fund structures, strong financial analysis skills, Microsoft 365 and advanced Excel proficiency, ability to work on small teams and with senior executives.
New York or San Francisco or Boston or Stamford or Dallas or Denver or Vancouver or London or Southampton or Dublin or Jersey or Luxembourg
$60k-$75k/yrHybridFull Time
Gen II Fund Services: Independent private-capital fund administrator providing fund administration, tax, compliance, and AIFM services to asset managers and investors.
Bachelor's degree required, preferably in Accounting. Requires data transformation, reconciliation, technology testing, and issue escalation skills. Applicants must be legally authorized to work in the United States.
New York City or San Francisco or Boston or Stamford or Dallas or Denver or Vancouver or London or Southampton or Dublin or Luxembourg City
$60k-$75k/yrHybridFull Time
Gen II Fund Services: Independent private-capital fund administrator providing fund administration, tax, compliance, and AIFM services to asset managers and investors.
Bachelor's degree required; accounting degree preferred. Candidates must be legally authorized to work in the United States.
Long Island City or New York City or New York or New Jersey or Connecticut
$115k/yrHybridFull Time
Public Health Solutions: New York City nonprofit delivering public-health services, grant administration, and health-equity programs to underserved New Yorkers.
Senior Salesforce analyst to translate public health requirements into Salesforce solutions; experience as Salesforce admin/analyst preferred; strong communication, analytical, and data skills; must reside in NY/NJ/CT by start date. Temporary grant-funded through Nov 2027.
Salesforce, Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint
Radnor or Charlotte or Fort Wayne or Greensboro or Hartford or Omaha
$73k-$132k/yrHybridFull Time
Lincoln Financial GroupNYSE: LNC: Public financial services providing annuities, life insurance, group protection, and retirement services to individuals and employers.
3+ YOEBachelor's degree or equivalent experience,3-5+ years compliance experience relevant to funds management,ability to perform testing,service provider oversight,AML support,and prepare compliance reports.
Department of Social Services: Official government website of the State of Connecticut.
8+ YOERequires 8 years of cost accounting or fiscal management experience, including 1 year in an advanced professional capacity recommending cost funding policies in a medical, intergovernmental, or quasi-public setting.
ParsonsNYSE: PSN: Technology and engineering solutions for defense and infrastructure.
Bachelor's degree in finance, accounting, business administration, or related field; extensive grant management or financial analysis experience on federally funded infrastructure projects; federal grant compliance and reporting expertise.
Hauppauge or Cincinnati or Omaha or Columbus or Greenwood Village
$50k-$75k/yrRemoteFull Time
Ultimus Fund Solutions: U.S. independent fund administrator serving advisors and fund managers with fund administration and investment operations.
0+ YOEBachelor’s degree in business administration, information technology, or related field; 0–3 years of mutual fund industry experience; systems support, troubleshooting, reporting, analytical, and communication skills.
Point72 Asset Management: Global alternative investment firm utilizing fundamental and systematic strategies.
1+ YOERequires 1+ year in equity research, investment banking, hedge funds, investment management, private equity, or a relevant role, plus strong financial modeling, business analysis, and public markets investing skills.
NewmarkNASDAQ: NMRK: Global commercial real estate advisory and service provider.
2+ YOERequires 2–4 years in credit risk, counterparty risk, hedge fund oversight, or leveraged finance; advanced analytical skills; hedge fund and capital markets knowledge; strong writing and stakeholder management.
Repo, Prime Brokerage, Stock Loan, Stock Borrow, Futures
Point72 Asset Management: Global alternative investment firm utilizing fundamental and systematic strategies.
2+ YOERequires 2 years in a financial institution or hedge fund, a bachelor's degree in finance, business, economics, mathematics, or related field, and Excel proficiency for reconciliation, analysis, and reporting.
Equity Financial Analyst – US Healthcare Therapeutics
New York City or Stamford or San Francisco or West Palm Beach or Miami
$150k-$240k/yrOnsiteFull Time
Point72 Equities: Global alternative investment firm utilizing fundamental and systematic strategies.
1+ YOEAt least 1 year in equity research, investment banking, hedge fund, investment management, private equity, or a related role, with strong financial modeling and business analysis skills.
Point72 Asset Management: Global alternative investment firm utilizing fundamental and systematic strategies.
2+ YOETwo years of financial institution or hedge fund experience, bachelor's degree in a relevant field, Excel proficiency, trade operations knowledge, analytical and problem-solving skills, attention to detail, and strong communication abilities.
iCapital: Financial technology platform powering the global alternative investment marketplace.
1+ YOERequires 1–3 years of full-cycle B2B closing experience, quota attainment, structured sales process experience, CRM proficiency, and experience selling to fund managers, legal counsel, or fund administrators.
Vice President, Research - Event Driven Strategies
New York, New York, United States
$175k-$225k/yrOnsiteFull Time
NewmarkNASDAQ: NMRK: Global commercial real estate advisory and service provider.
4+ YOE4+ years investment banking/equity research/transaction advisory/hedge fund experience; bachelor\u0002s in Finance/Economics/Accounting; advanced Excel, financial modeling, Bloomberg familiarity; strong communication and analytical skills.