Proterra Investment Partners Jobs in Usa

Job Description - Chief Investment Officer (260001WZ)

Chief Investment Officer ( 260001WZ )

Organization: Tuition Trust Authority

Agency Contact Name and Information: Tiffany James

Unposting Date: Apr 1, 2026, 3:59:00 AM

Work Location: 25 South Front Street 25 S. Front St. Columbus 43215

Primary Location: United States of America-OHIO-Franklin County-Columbus

Compensation: $110,000.00-$135,000.00

Schedule: Full-time

Work Hours: 8:00am-5:00pm/varies

Union: Exempt from Union

Primary Job Skill: Professional

Technical Skills: Interpreting Financial Statements, Risk Assessment, Risk Management, Accounting and Finance, Investments

Professional Skills: Analyzation, Attention to Detail, Critical Thinking, Interpreting Data

The Ohio 529 CollegeAdvantage partners with families nationwide to save for their loved one's future education and career training, by offering significant tax benefits, diverse investment choices, educational resources, and personalized services.

• Strategic Development and Implementation: Working with independent investment consultants, investment partners, OTTA Executive Director, and OTTA Investment Board to create and implement a comprehensive investment vision across each of the Ohio 529 plans that aligns with OTTA's mission for customers and prospective customers.
• Due Diligence and Risk Mitigation: Thoroughly review all investment changes and ideas with Investment Consultants and Investment Partners to determine if a "new idea" is a good fit in the 529 industry as well as within the Ohio 529 operational structure and recordkeeping systems.
• Monitoring, Reporting, and Communications: Works in conjunction with the Investment Consultants, Investment Partners and Executive Director to monitor, review, and report on investment performance of each of the Ohio 529 plans.
• Leadership and Relationship Management: Serves as the relationship manager for all Investment Consultants and Investment providers. May act on behalf of and represent the Executive Director in his/her absence. Assists the Executive Director with providing orientation to new Board members. Takes the lead on any Request for Proposals (RFP) that are issued to seek new or replacement Investment Consultants and/or Investment partners. Works with the management team on related aspects of any RFP that require broader review (i.e., Investment partners).

At the State of Ohio, we take care of the team that cares for Ohioans. We provide a variety of quality, competitive benefits to eligible full-time and part-time employees*. For a list of all the State of Ohio Benefits, visit our Total Rewards website ! Our benefits package includes:

• Medical Coverage
• Free Dental, Vision and Basic Life Insurance premiums after completion of eligibility period
• Paid time off, including vacation, personal, sick leave and 11 paid holidays per year
• Childbirth, Adoption, and Foster Care leave
• Education and Development Opportunities (Employee Development Funds, Public Service Loan Forgiveness, and more)
• Public Retirement Systems ( such as OPERS, STRS, SERS, and HPRS ) &Optional Deferred Compensation ( Ohio Deferred Compensation )

*Benefits eligibility is dependent on a number of factors. The Agency Contact listed above will be able to provide specific benefits information for this position.

Minimum Qualifications:

• 7 years of progressive investment program oversight AND
• Completion of Bachelor\'s degree in finance, accounting, or related field

Preferred Qualifications

• 10 years progressive investment program oversight
• CPA or CFA certification OR completion of Master\'s degree in finance, accounting, or related field

All applicants must be authorized and able to work in our Columbus, Ohio office. OTTA is unable to provide Visa sponsorship.

Ohio is a Disability Inclusion State and strives to be a model employer of individuals with disabilities. The State of Ohio is committed to providing access and inclusion and reasonable accommodation in its services, activities, programs and employment opportunities in accordance with the Americans with Disabilities Act (ADA) and other applicable laws.

The State of Ohio is a drug-free workplace which prohibits the use of marijuana (recreational marijuana/non-medical cannabis). Please note, this position may be subject to additional restrictions pursuant to the State of Ohio Drug-Free Workplace Policy (HR-39), and as outlined in the posting.

Investment & Development Analyst

Midtown Capital Partners

Miami, Florida

Full-Time. On-Site

Position Overview

Midtown Capital Partners is seeking a highly motivated Investment & Development Analyst to play a central role in the firm’s acquisition, development, and asset management initiatives. This is a high-impact position for a driven, analytically rigorous professional who wants to be in the room where investment decisions are made.

Working alongside senior leadership, you will underwrite acquisitions, dispositions, and financings, manage due diligence workflows, support development and asset management operations, and track business plan execution.

Based at our Miami headquarters, you will gain hands-on exposure to the full lifecycle of real estate investments and contribute to the firm’s active development and investment pipeline.

About Midtown Capital Partners

Midtown Capital Partners is a vertically integrated SEC registered real estate investment and development firm based in Miami, Florida, specializing in opportunity-driven, value-add acquisitions and development projects across high-growth U.S. markets. Our entrepreneurial philosophy and expertise has driven over $1 billion of investment success.

Midtown invests across multiple asset classes, including multifamily, industrial, office, and retail, and manages investments throughout the full lifecycle of real estate—from sourcing and underwriting opportunities to development execution, lease-up, stabilization, and long-term operations.

MCP maintains offices in Brickell, Pembroke Pines, West Palm Beach, Spain, and Colombia.

WHAT YOU’LL DO

Acquisition Underwriting & Deal Execution

• Underwrite potential acquisitions with detailed rent roll analysis, operating expense review, capital needs assessment, and revenue projections across multifamily, commercial, and mixed-use assets
• Build and maintain complex financial models incorporating DCF analysis, sensitivity testing, and scenario modeling to evaluate risk-adjusted returns
• Calculate and present key investment metrics—IRR, equity multiple, cap rates, cash-on-cash returns, and debt yield—to support investment committee decisions
• Model debt structures, joint venture waterfalls, and partnership distribution schedules for prospective transactions
• Prepare detailed pro forma projections incorporating renovation plans, lease-up strategies, and value-add assumptions

Due Diligence & Transaction Support

• Manage due diligence processes end-to-end, including review of financials, rent rolls, leases, service contracts, and operating data
• Coordinate with third-party consultants on property condition assessments, environmental reports, and appraisal
• Prepare comprehensive due diligence summaries identifying key risks, opportunities, and negotiation points
• Support transaction execution alongside legal counsel, lenders, title companies, and other third-party partners
• Assist with debt financing processes including lender packages, term sheet analysis, and information requests

Construction & Development Financial Coordination

• Assist in preparing and updating development budgets and project pro forma models
• Track construction budgets and project costs against approved development budgets, identifying variances and assisting with cost reporting
• Assist in reviewing contractor pay applications, change orders, and draw requests to ensure alignment with project budgets and schedules
• Coordinate with the construction team and general contractor to monitor project milestones, completion timelines, and budget performance

Lease-Up & Asset Management Coordination

• Assist in coordinating project completion and transition to lease-up, working closely with development, construction, and property management teams
• Track lease-up performance against underwriting assumptions, including absorption, rental rates, concessions, and occupancy targets
• Coordinate with the asset management team to monitor operating performance during stabilization
• Assist with analysis of lease-up strategy, market comps, and rent trends to support leasing decisions
• Track project performance against underwriting assumptions, including lease-up, operating expenses, and capital expenditures
• Monitor operating performance and key asset-level KPIs, including occupancy, rent growth, NOI, and variance to budget

Experience

• 1–4 years of experience in real estate acquisitions, investments, or financial analysis.
• Demonstrated experience building complex real estate financial models in Excel
• Background in multifamily, commercial real estate, or private equity preferred.
• Direct exposure to acquisition underwriting and due diligence processes strongly preferred.
• Investment banking, commercial real estate brokerage, or institutional investor experience a plus.

Technical Skills

• Expert-level proficiency in Microsoft Excel for financial modeling and analysis.
• Experience with Argus Enterprise or similar real estate analysis software preferred.
• Proficiency with CoStar, RealPage, and other real estate data platforms.
• Strong PowerPoint skills for creating professional investment presentations.
• Familiarity with data visualization and business intelligence tools a plus.

What Sets You Apart

• Sharp analytical mind with excellent attention to detail and a passion for real estate investing.
• Strong written and verbal communication skills—you can distill complex analyses into clear, actionable recommendations.
• Self-motivated with intellectual curiosity, a strong work ethic, and an entrepreneurial mindset.
• Ability to manage multiple priorities and thrive in a fast-paced, deal-driven environment.
• Professional presence with the ability to interact confidently with senior leadership, brokers, lenders, and external partners.
• Progress toward CFA, CAIA, or real estate certification a plus.

WHY Midtown Capital Partners

This is more than a job—it’s your platform for impact.

• Be in the deal flow: Get direct exposure to every stage of the process, from initial screening to closing.
• Learn from the best: Work alongside seasoned investment professionals with 30+ years navigating real estate cycles.
• Shape strategy: Your analysis will directly inform the investment decisions that drive our growth.
• Accelerate your career: Grow in an environment that rewards initiative, sharp thinking, and results.
• Competitive compensation: A compensation package that reflects the impact you bring.
• Comprehensive benefits: Full benefits package plus ongoing professional development opportunities.

Company Description

Orbis Real Estate Partners is a real estate investment and development firm based in Newport Beach, California that focuses on opportunistic investments in the West Coast real estate market. The company is recognized for its success in identifying and executing value-creation strategies that maximize risk-adjusted returns. Orbis prides itself on innovative approaches and a comprehensive strategy to deliver superior outcomes for investors and stakeholders.

Investment Analyst – Real Estate Development

We are seeking a highly analytical Investment Analyst to support acquisitions and development initiatives within a growing Southern California real estate platform. Reporting directly to senior leadership, this role will focus on underwriting, market analysis, and evaluating investment performance across the lifecycle of industrial and select retail assets.

Key Responsibilities

• Build and maintain detailed financial models for acquisitions and development opportunities.
• Prepare investment pro formas, sensitivity analyses, and return metrics.
• Evaluate due diligence materials including leases, title, third-party reports, and transaction documents.
• Conduct market research to support underwriting assumptions and investment strategy.
• Analyze projected vs. actual performance and identify key drivers of variance.
• Maintain the firm’s investment track record, capturing realized returns and development benchmarks to inform future decisions.
• Prepare concise investment memoranda and analytical summaries for leadership.
• Utilize Excel, Argus Enterprise, and AI-enabled tools to enhance analysis and reporting efficiency.

Qualifications

• 3–6+ years of experience in real estate investment, development analysis, or related field. DO NOT APPLY WITHOUT THIS QUALIFICATION.
• Strong financial modeling and Excel skills required; Argus experience preferred.
• Bachelor’s degree in Finance, Real Estate, Business, or similar discipline.
• Detail-oriented with the ability to translate complex data into clear insights.

Why Join Us

• Direct exposure to decision-makers in a lean, entrepreneurial environment.
• Hands-on role influencing real investment outcomes in one of the nation’s most active industrial markets.
• Opportunity to deepen expertise across acquisitions, development, and portfolio performance.

Tranham Partners is excited to be supporting a Tier One Private Equity platform based in Los Angeles as they look to expand their investments team with an acquisitions analyst.

Requirements:

• 1-3 years of experience in buy-side commercial real estate investing (equity and/or credit)
• Strong academic background from an accredited institution
• Advanced Excel and Argus skills; able to build and interpret complex financial models
• Highly analytical, detail-oriented, and commercially minded
• Strong written and verbal communication skills with the ability to present clearly to senior stakeholders

Responsibilities:

• Build and manage detailed financial and valuation models for prospective acquisitions
• Lead components of the due diligence process, including market analysis, comparable transactions, historical performance, and site inspections
• Support negotiations of term sheets and transaction documentation alongside partners and lenders
• Prepare institutional-quality investment memoranda and presentations for senior leadership and investment committees
• Contribute to the continued scaling of the equity platform through process improvement and market research

OREI is seeking an Associate to support the sourcing, underwriting, capitalization, and execution of multifamily development projects.

OREI is a growing real estate development platform focused on multifamily investments. As a lean and entrepreneurial team, professionals are involved across multiple aspects of the investment and development process. This role will work closely with senior leadership and gain exposure to the full lifecycle of a project—from opportunity evaluation and financial analysis through development execution and stabilization.

This position is ideal for a candidate who is analytically strong but also interested in gaining hands-on experience across acquisitions, development, and project execution.

Core Responsibilities

Investment Analysis & Opportunity Evaluation

· Assist in underwriting multifamily development opportunities and maintaining project financial models

· Evaluate project feasibility including development costs, operating assumptions, and projected returns

· Conduct market research including comparable properties, supply pipeline, and demand trends

Capitalization & Transaction Support

· Support the capitalization of development projects, including coordination with lenders and equity partners

· Prepare financial models, investment summaries, and presentation materials used in discussions with lenders and investors

· Assist with acquisition and financing processes from initial evaluation through closing

Acquisitions & Due Diligence

· Support evaluation of new development opportunities including site analysis, zoning review, and preliminary feasibility assessments

· Coordinate diligence activities with consultants including legal, environmental, engineering, survey, and planning teams

· Participate in the acquisition process from initial evaluation through closing

Development & Project Execution

· Support development activities during pre-development, entitlement, and construction phases

· Assist in reviewing development budgets, schedules, and consultant reports

· Coordinate with architects, engineers, contractors, and other project stakeholders as needed

Asset Monitoring

· Assist with tracking project performance during construction and lease-up

· Support internal reporting and analysis of operating performance relative to underwriting

Qualifications

· Bachelor’s degree in Real Estate, Finance, Economics, Business, or a related field

· 3–5 years of experience in real estate development, acquisitions, investments, or a related analytical role

· Strong financial modeling and analytical skills with proficiency in Microsoft Excel

· Understanding of real estate development economics and capital structures, including familiarity with joint venture partnerships

· Ability to work in a fast-paced, entrepreneurial environment where team members take on a wide range of responsibilities

· Strong attention to detail and organizational skills

· Authorized to work in the United States

Compensation & Benefits

· Competitive base salary and performance bonus

· Healthcare, dental, and vision coverage

· Paid time off and national holidays

· Exposure to active real estate development projects

This job description is intended to provide a general overview of the position. It is not designed to be a comprehensive nor detailed description of all the responsibilities and accountability of the role. As an agile company, our positions can and do change based on the business need of the organization.

At Right Restoration, we’re transforming the restoration industry, and the Remediation Group, Inc. (RGI) is at the forefront of this exciting journey. Backed by a top-tier private equity firm with over $3 billion in assets, the Remediation Group is a fully licensed Environmental, Restoration, Remediation & General Contracting firm located in the heart of Atlanta. Since 2002, our mission has been to prevent further damage from occurring to residential and commercial properties by putting a swift plan into motion and providing customers with a partner as they navigate through their loss. Available 24 hours a day, 7 days a week, we are readily equipped to respond to Water or Fire Damage Emergency, Mold Removal, and Reconstruction needs.

We are seeking a Business Development Representative - Plumber Referral Partner to join a successful, established team focused on the continued expansion of our business. The Business Development Representative will spearhead growth by building strategic partnerships with Plumbers well as work closely with marketing and operational teams to align strategies and achieve shared goals.

The Business Development Representative - Plumber Referral Partner is an outside sales position which supports customers throughout the Atlanta, GA 30318 area. We offer a base salary of $65,000 to $80,000, benefits, an uncapped commission plan, a car allowance, and bonuses.

Key Responsibilities of the Business Development Representative

• Identify, develop, and nurture plumber partnerships with lead sources to deliver consistent, high-quality referrals.
• Grow and maintain relationships, providing top-notch support and guidance to our partners.
• Analyze metrics to refine your approach, demonstrate ROI, and drive continuous improvement.

Qualifications of the Business Development Representative

• Business to business sales or business development experience, preferably within restoration, property management, or related industries.
• Experience networking with plumbers is strongly preferred.
• A proactive, self-motivated approach with strong adaptability and resilience.
• Bachelor’s degree in marketing, business, or equivalent experience.
• Proficiency in CRM tools is a plus.

Securian's Asset Management team is dedicated to enhancing our investment portfolios while effectively managing risks. We are a part of Securian Financial Group, a company committed to helping customers build secure tomorrows through insurance, investments and retirement solutions.

We are seeking a highly skilled and motivated Investment Risk Manager to join our dynamic team. In this role, you will be responsible for building an investment risk framework that allows us to identify, assess, and mitigate risks associated with our investment portfolios. You also will oversee the risk in portfolios related to our reinsurance trusts and other third-party managers.

As the Investment Risk Manager, you'll be required to have a deep understanding of investment risk principles and investment strategies, strong analytical skills, and the ability to communicate effectively and work collaboratively with various departments across Securian Asset Management and its parent company, Securian Financial Group.

• Collaborate with the investment, data, technology, and leadership teams to build an investment risk monitoring framework that will enable efficient monitoring of identified attributes at defined intervals.

• Utilize the investment risk monitoring framework to monitor risks within specific asset classes and across the entire client portfolio.

• Lead discussions among investment professionals and leadership on which risk attributes to monitor and appropriate guidelines for each attribute.

• Initiate notification processes when risk attributes fall outside of established guidelines.

• Conduct stress testing and scenario analysis to evaluate potential impacts on portfolios.

• Raise concerns with portfolio teams and leadership where investment risks fall outside of established guidelines or in anticipation of potential movement outside of guidelines.

• Partner with Securian's Enterprise Risk Management Team to incorporate investment risk controls into our broader enterprise risk management view.

• Maintain knowledge of industry best practices on investment risk oversight.

• Produce ad hoc reporting in support of the CIO, Securian AM leadership, and enterprise partners to provide transparency on investment risk attributes on an as-needed basis.

• Represent the investment risk function when appropriate at various forums (i.e., enterprise committees, fund boards, corporate committees, and corporate boards).

• Develop oversight framework tailored to individual 3rd party relationships, including specific investment guidelines.

• Monitor investment risk attributes of externally managed portfolios.

• Coordinate with enterprise partners on comprehensive 3rd party investment management oversight process.

• Consult with enterprise partners on investment risk considerations for potential new relationships.

Qualifications:

• Bachelor's degree in finance, economics, or a related field

• Minimum of 5 years of experience in risk management within the asset management or insurance industry, with a focus on credit risk

• Strong analytical and quantitative skills

• Demonstrated aptitude for leveraging data and systems to produce effective monitoring and reporting

• Understanding of asset risk theory, relevant analytical and numerical modeling techniques, and industry-standard risk metrics that quantify various dimensions of asset risk

• Excellent communication and presentation skills

• Ability to collaborate and gain buy-in across various teams within Securian AM and the Securian enterprise

• Ability to stand firm in risk management principles and make tough decisions

Preferred Qualifications:

• Advanced degree (e.g. MBA) or professional certification (e.g. CFA, FRM)

• Experience with Clearwater, Bloomberg, Factset, Snowflake, Tableau, Power BI

Securian Financial believes in hybrid work as an integral part of our culture. Associates get the benefit of working both virtually and in our offices. If you're in a commutable distance (90 minutes) you'll join us 3 days each week in our offices to collaborate and build relationships. Our policy allows flexibility for the reality of business and personal schedules. #LI-Hybrid

*Internal Securian Financial job title for this position is Risk Management Sr. Consultant*

The estimated base pay range for this job is:

Pay may vary depending on job-related factors and individual experience, skills, knowledge, etc. More information on base pay and incentive pay (if applicable) can be discussed with a member of the Securian Financial Talent Acquisition team.

Be you. With us. At Securian Financial, we understand that attracting top talent means offering more than just a job - it means providing a rewarding and fulfilling career. As a valued member of our high-performing team, we want you to connect with your work, your relationships and your community. Enjoy our comprehensive range of benefits designed to enhance your professional growth, well-being and work-life balance, including the advantages listed here:

Paid time off:

• We want you to take time off for what matters most to you. Our PTO program provides flexibility for associates to take meaningful time away from work to relax, recharge and spend time doing what's important to them. And Securian Financial rewards associates for their service by providing additional PTO the longer you stay at Securian.

• Leave programs: Securian's flexible leave programs allow time off from work for parental leave, caregiver leave for family members, bereavement and military leave.

• Holidays: Securian provides nine company paid holidays.

Company-funded pension plan and a 401(k) retirement plan: Share in the success of our company. Securian's 401(k) company contribution is tied to our performance up to 10 percent of eligible earnings, with a target of 5 percent. The amount is based on company results compared to goals related to earnings, sales and service.

Health insurance: From the first day of employment, associates and their eligible family members - including spouses, domestic partners and children - are eligible for medical, dental and vision coverage.

Volunteer time: We know the importance of community. Through company-sponsored events, volunteer paid time off, a dollar-for-dollar matching gift program and more, we encourage you to support organizations important to you.

Associate Resource Groups: Build connections, be yourself and develop meaningful relationships at work through associate-led ARGs. Dedicated groups focus on a variety of interests and affinities, including:

• Mental Wellness and Disability

• Pride at Securian Financial

• Securian Young Professionals Network

• Securian Multicultural Network

• Securian Women and Allies Network

• Servicemember Associate Resource Group

For more information regarding Securian's benefits, please review our Benefits page.

This information is not intended to explain all the provisions of coverage available under these plans. In all cases, the plan document dictates coverage and provisions.

Securian Financial Group, Inc. does not discriminate based on race, color, religion, national origin, sex, gender, gender identity, sexual orientation, age, marital or familial status, pregnancy, disability, genetic information, political affiliation, veteran status, status in regard to public assistance or any other protected status. If you are a job seeker with a disability and require an accommodation to apply for one of our jobs, please contact us by email at , by telephone (voice), or 711 (Relay/TTY).

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ABOUT MORGAN STANLEY
Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, wealth management and investment management services. With offices in more than 41 countries, the Firm's employees serve clients worldwide including corporations, governments, institutions and individuals. For further information about Morgan Stanley, please visit PARAMETRIC
Parametric is part of Morgan Stanley Investment Management, the asset management division of Morgan Stanley. We partner with advisors, institutions, and consultants to build portfolios focused on what is important to them and their clients. A leader in custom solutions for more than 30 years, we help investors access efficient market exposures, solve implementation challenges, and design multi-asset portfolios that respond to their evolving needs. We also offer systematic alpha and alternative strategies to complement clients' core holdings.

This role is part of Parametric's hybrid working model, which includes working in the office 3 days a week and choosing to work remotely or in the office the remaining days of the week.

ABOUT THE TEAM
Market Operations is a global team, providing strategic oversight, ongoing risk assessment, and operational excellence to support Parametric's products offerings. The Strategic Partner and Vendor Management role is responsible for ensuring Parametric has external market connectivity, clearing and custody support, and vendor coverage required to deliver customized portfolios at scale.

This team's work directly impacts:

• Trading and implementation quality of all single and multi-asset products.
• Timeliness and accuracy of data utilized throughout Parametric.
• Operational resilience, controls, and audit readiness.
• Client and employee experience.

ABOUT THE ROLE
The Director, Operations (Strategic Partner and Vendor Management) role is the central relationship owner and operational lead for Parametric's key external partners, including clearing and custody providers, broker-dealers, and core market and reference data providers. This role ensures these partnerships consistently support Parametric's ability to deliver excellent product offerings by improving service reliability, strengthening controls, and identifying and reducing operational risk. As a Director, this role is expected to provide visible, day-to-day leadership and influence across Market Operations in the region. While the role may not initially have direct people management responsibilities, it is intentionally flexible and may evolve into a management position.

The role will design and operate a performance and risk framework, coordinate integration and change activity, and act as a cross-functional connector of Operations, Trading, Technology, Product, Risk, Compliance, Legal, and Client Service. The scope of this role spans multiple products and workflows, and the decisions made in this role can affect trading outcomes, reporting accuracy, and the day-to-day ability of teams to deliver for clients.

PRIMARY RESPONSIBILITIES

• Build and maintain an operational and risk framework to measure key external partner performance, including service level standards, incident tracking, root-cause analysis, and remediation plans.
• Manage the full relationship lifecycle for key external partners, including due diligence support, onboarding, integration planning, service, invoice approvals and general oversight.
• Engage with Corporate Services to navigate contract negotiations, renewals, and commercial reviews, including pricing analysis and benchmarking to maintain competitive terms and strong service expectations aligned to Parametric's scale and growth.
• Monitor and evaluate the performance and service levels and drive continuous improvement through structured review meetings and agreed corrective actions.
• Support initiatives including new product capabilities, workflow enhancements, and key external partner migrations, with an emphasis on minimizing disruption and user and client experience.
• Serve as the central liaison for key external partners, enabling clear communication, timely escalation, and coordinated improvements throughout Parametric.
• Provide leadership and mentorship to Operations colleagues by setting clear expectations for partner management, documentation, escalation discipline, and risk-aware execution.
• Implement and manage access controls aligned with governance policy, audit expectations, and compliance standards, including periodic review, recertification, and evidence collection.
• Partner with operational teams and internal stakeholders to resolve service and data issues requiring remediation, including issues impacting trading support, reconciliations, corporate actions support, cash movements, settlement support, and client reporting dependencies.

JOB REQUIREMENTS

• Bachelor's degree required, advanced degree preferred.
• Minimum of 10 years of experience in financial services, preferably supporting investment management, trading operations, or post trade operations.
• Multi-asset experience preferred, including familiarity with equity, corporate and municipal bonds, futures, options, swaps, and related market infrastructure considerations.
• Direct experience working with custodians, broker-dealers, and market and reference data vendors in relationship management, service management, or operational oversight capacity.
• Demonstrated strength in contract management.
• Working knowledge of audit standards, compliance requirements, third-party risk concepts, and data access protocols, with ability to maintain evidence and support reviews.
• Strong analytical and problem-solving skills to identify service gaps, quantify impact, drive remediation, and prevent recurrence.
• Excellent verbal and written communication skills, with the ability to translate complex issues for internal stakeholders.
• Ability to influence across the organization to lead changes affecting internal teams and workflows.

Parametric believes each member of our organization makes a significant contribution to our success. That contribution should not be limited by the assigned responsibilities. Therefore, this job description is designed to outline primary duties and qualifications. It is our expectation that every member of our team will offer his/her/their services wherever and whenever necessary to ensure the success of our client services.

WHAT YOU CAN EXPECT FROM MORGAN STANLEY:

At Morgan Stanley, we raise, manage and allocate capital for our clients - helping them reach their goals. We do it in a way that's differentiated - and we've done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work.

To learn more about our offices across the globe, please copy and paste into your browser.

Salary range for the position: $150,000 - $300,000/Yr. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit's incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and 25 Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit to learn more about our benefit offerings.

Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.

It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.

Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

Job Title: Senior Investment Sales Analyst

Location: Milwaukee

Team: Investment Sales/Capital Markets

Reports To: Director of Transaction Management; works closely with the Transaction Coordinator and Senior Producers

Date: 2/5/2026

About the Company

Cushman & Wakefield | Boerke is a leading commercial real estate brokerage firm deeply rooted in Wisconsin. Since 1921, we have been providing commercial real estate users, owners, and developers with strategic solutions for their business and operational space needs. Our alliance with Cushman & Wakefield allows us to serve the local business community and commercial real estate market by offering national and global reach.

Job Summary

The Senior Investment Sales Analyst plays a critical role supporting Boerke’s Investment Sales Team through advanced financial analysis, property valuation, market research, and the production of institutional‑quality offering materials. This role is designed for an experienced analyst who can independently underwrite complex transactions, provide strategic pricing insight, and serve as a trusted analytical partner to senior producers.

Under the direction of the Director of Transaction Management, this position has meaningful responsibility across the full transaction lifecycle; from initial underwriting and valuation to marketing execution and closing support. This role offers deep exposure to investment sales, capital markets, and institutional clients in a fast‑paced, entrepreneurial environment.

Essential Job Duties and Responsibilities

Financial Analysis & Valuation

• Independently build, review, and refine detailed financial models, including pro formas, discounted cash flow analyses, IRR models, sensitivity analysis, rent-roll forecasting, and NOI projections.
• Lead underwriting efforts across major commercial real estate asset classes, with an emphasis on industrial, retail, multifamily, and office investments.
• Evaluate operating statements, lease abstracts, capital expenditure assumptions, debt structures, and market inputs to support pricing strategy and investment recommendations.
• Prepare and present Broker Opinions of Value (BOVs), pricing guidance, and valuation narratives for internal and client use.
• Help standardize, improve, and maintain underwriting and valuation templates used across the Investment Sales team, in coordination with the Transaction Coordinator and leadership.

Market Research & Data Management

• Conduct advanced market and asset-level research including leasing trends, comparable sales and rents, demographic data, supply/demand indicators, and cap-rate benchmarking.
• Maintain and enhance internal databases for sales comps, rent comps, active listings, and pipeline activity, partnering with the Transaction Coordinator to ensure data accuracy and consistency.
• Research property ownership details, parcel data, zoning information, and historical transaction records to support underwriting and marketing efforts.
• Track macroeconomic and capital markets trends relevant to institutional CRE and translate insights into actionable guidance for brokers and clients.
• Support maintenance of client and investor contact lists within CRM and shared databases to ensure accurate information for marketing and outreach.

Deal Execution & Transaction Support

• Assist in preparing high-quality offering memoranda, teasers, proposals, and pitch materials.
• Support due diligence by organizing data rooms, reviewing third-party reports, and managing document flow under the direction of the Transaction Coordinator and brokers.
• Support property tour coordination, analyze buyer feedback, and assist in preparing negotiation and decision-support materials.
• Assist in assembling closed deal files, including commission sheets and essential documentation, as requested.
• Help prepare activity reports, meeting agendas, and internal tracking sheets for the investment team.

Business Development

• Partner closely with brokers on pitch decks, client updates, competitor/market-share analysis, and custom client deliverables.
• Support new business proposals, RFP responses, and customized client deliverables.
• Assist with CRM pipeline management, mandate tracking, and relationship analytics.
• Support planning and execution of client events and investor outreach initiatives by preparing materials, lists, and follow‑up tracking in partnership with the Transaction Coordinator.
• Contribute to the creation and distribution of team newsletters and market updates by assisting in compiling recent transaction activity, submarket insights, and research findings.

Required Qualifications

• Bachelor’s degree in Finance, Real Estate, Economics, Accounting, or a related field.
• 3-6 years of experience in commercial real estate underwriting, investment sales, capital markets, investment banking, appraisal, private equity, or a related analytical role.
• Advanced proficiency in Excel, including complex financial modeling; strong working knowledge of Microsoft Word and PowerPoint with the ability to produce polished, client‑ready materials.
• Strong understanding of pro forma modeling, lease structures, commercial valuation methods, and core CRE fundamentals.
• Proven ability to independently manage multiple underwriting assignments and deadlines with a high level of accuracy and judgment.
• Excellent written and verbal communication skills, including the ability to simplify complex analyses.
• Comfortable operating in a dynamic, entrepreneurial environment.

Preferred Qualifications

• Prior experience at a CRE brokerage, private equity firm, lender, appraisal firm, REIT, or related capital markets environment.
• Demonstrated experience producing institutional-quality offering memoranda and BOVs.
• amiliarity with platforms such as CoStar, CREXI, RCA/MSCI, Reonomy, and CRM systems.
• ARGUS Enterprise experience strongly preferred.
• Knowledge of the Midwest commercial real estate markets and regional investor dynamics.

Compensation & Benefits

• Competitive salary, commensurate with experience
• Medical, dental, and vision insurance
• 401(k) with company match
• Paid time off and company holidays
• Performance-based bonus structure
• Professional development and industry education support
• Collaborative, entrepreneurial team environment

Executive Business Partner | Founder’s Office

Our client, a globally recognized alternative investment and advisory firm, is seeking a highly capable Executive Business Partner to support the Founder and Managing Partner. This is a uniquely dynamic role designed for someone who is deeply organized, intellectually curious, and excited to operate in a fast-moving, ideas-driven environment. You will be immersed in global investing, early-stage venture, and high-level investor relationships, playing a central role in how the Founder prioritizes, communicates, and executes across the firm.

We are looking for someone with a rigorous academic foundation, strong reasoning skills, and the ability to quickly synthesize complex information and context.

What you’ll do:

Strategic Execution

• Serve as a true thought partner and operational right hand to the Founder
• Translate priorities into clear next steps, ensuring high-impact initiatives move forward efficiently
• Track key decisions, action items, and follow-through across the business

Investor Relations

• Help manage and grow relationships with institutional investors and partners
• Prepare for investor meetings, coordinate follow-ups, and maintain momentum across pipelines
• Support ongoing communication with a sophisticated global investor base

Content, Materials & Communications

• Draft and refine investment materials, presentations, memos, and communications
• Synthesize research, notes, and discussions into clear, polished outputs
• Ensure every external touchpoint is thoughtful, accurate, and well-positioned

Project & Information Management

• Drive progress on firmwide initiatives and cross-functional projects
• Bring structure and clarity to complex workflows and timelines
• Anticipate needs ahead of key meetings, travel, and global events

Events & External Engagement

• Support planning and execution of global conferences and investor gatherings
• Help ensure these moments deepen relationships and generate meaningful business outcomes

What we’re looking for

• A top-tier undergraduate degree with strong academic performance
• 3+ years of experience in a high-performance, intellectually rigorous environment (consulting, research, startups, policy, VC, media, or similar)
• Exceptionally strong organizational skills and attention to detail
• Intellectual curiosity and the ability to quickly grasp new industries, ideas, and investment concepts
• Clear, concise written and verbal communication skills
• High level of discretion, judgment, and professionalism
• Comfort operating in an investor-facing, relationship-driven environment
• A proactive, low-ego mindset with a willingness to take ownership of both strategic and executional work

Why this role

• Exposure to world-class investors, founders, and global thinkers
• A front-row seat to venture investing, macro strategy, and capital formation
• Meaningful ownership and the ability to shape how the Founder operates day to day
• A collaborative, intellectually engaged team environment
• Competitive compensation, full benefits, and a beautiful Westside office

Compensation: $100K–$150K + bonus + full benefits

If you are looking for a role with smart leadership, a collaborative culture, and exceptional growth potential, this is an amazing opportunity to grow your career.

Rise is an award-winning, full-service Media Agency of Record that is backed by data and powered by people. We create omnichannel experiences using our proprietary tech stack and advanced analytics capabilities to help solve the unique struggles brands face today. This approach, with transparency at its core, specializes in omnichannel media, commerce and retail media, advanced in-home media, as well as content and creator marketing.  

We offer "Risers" the opportunity to work in an ever-evolving industry that will foster learning and development, provide an innovative work environment with diverse projects and clients, career advancement paths a collaborative team environment, corporate social responsibility initiatives, an inclusive and diverse culture, plus association with a reputable media agency.  We're looking for talent like you who can continue to elevate our work and culture.  

Location: Chicago, 4 days in office

GENERAL PURPOSE OF JOB

The Director, Social Investment is responsible for managing a team of paid social experts that activate and manage social campaigns across all social platforms. You will be trusted to oversee a growing client portfolio and collaborate with other team members to deliver innovative solutions to the book of business. This role will also be focused on helping Rise drive revenue growth through three core areas:

• 
  
• Partnering with the Account Management team mapped to their respective portfolio of accounts to retain current business through delivering a remarkable experience and superior results.
  
• Working in full collaboration with the Account Management team to grow pre-existing Rise revenue through uncovering and tactically up-selling strategic client growth opportunities, an emphasis on cross-channel or full-funnel growth initiatives
  
• Supporting new business revenue growth by partnering with Business Development, Account Management, Media Strategy and other channel leaders on new business initiatives
  

As part of accomplishing the above objectives, the Director, Social Investment will be expected to successfully and fluidly operate across a wide variety of internal and external situations ranging from coaching internal channel managers on complex strategic initiatives, to pitching C-Level client contacts on new business opportunities, to working with Client Partners to craft compelling narratives in order to sell-through strategic growth initiatives.

In addition, this individual must be well-spoken, have strong presentation skills, understand client relationship/risk management, be comfortable managing a high performance team and overseeing large complex accounts with multiple stakeholders in a fast-paced work environment.

The right candidate will be passionate about social media and its importance in the consumer journey and marketing funnel. They must have an astute understanding of the social landscape - including all channels, technologies, platforms, etc. and be a leader promoting collaboration and ideation.

• 
  
• As a supervisor, the Director will oversee employee development and retention, including training and goal setting, and lead the team in ensuring ensuring that the tactical execution of media planning, placement, and reporting (including post-buy and financial reconciliation) are handled with accuracy and timeliness. Additionally, this individual is an expert at process / project management to efficiently create processes that can be scaled across multiple accounts or teams.
  

KEY RESPONSIBILITIES:

 

• 
  
• Establish a center of excellence that efficiently executes paid social initiatives while driving innovation aligned to business goals.
  
• Develop and execute social strategies for both evergreen and event-based campaigns, working closely with internal / external stakeholders
  
• Provide strategic guidance to clients; anticipate and address client needs and challenges; plan and develop measurable programs that are on strategy, within budget and exceed client objectives marked by clear success criteria (pre and post campaign) and benchmarks
  
• Develop social strategies utilizing knowledge, experience, and strong analytical skills to extract insights from campaign data and provide well-developed quantitatively based recommendations to accomplish client goals and objectives
  
•  Optimize targeting, segmentation, and performance across product categories, audiences / personas, and industries, continuously analyzing data and making recommendations for improvement
  
• Drive digital marketing innovation by harnessing AI-driven automation, emerging technologies, and cutting-edge industry best practices to position Rise as a leader in social
  
• Manage financials, including budget allocation, client billing, team billability and account profitability
  
•  Deliver insightful and persuasive presentations to clients and prospects
  
•  Own execution accuracy across all team members
  
• Responsible for managing a team of direct reports (remote and across all Rise locations) with accountability for all aspects of team oversight, including employee onboarding, employee training, employee performance (accountability and behavior), employee retention
  
• Overall control of workflow and assigned responsibilities within the team; oversee the progress of all projects and provide assistance, where necessary, to ensure timely completion; quickly and tactfully troubleshoot employee and client issues
  
• Collaborate with leadership and peers to develop solutions that will enhance our operational efficiency, tools, and systems, and improve current workflows
  
• Be a thought-leader; proactively advise on social trends, tools, technologies, and recommend direction for investment and implementation; seek opportunities to vet and test new technologies
  
• Partner with the Director, Partnerships to cultivate strong relationships with social partners, including responsibility for JBP stewardship, as assigned
  
   
  

JOB REQUIREMENTS

Appropriate education and / or experience may be substituted on an equivalent basis

Education:

• 
  
• Bachelor’s degree (communications, marketing, advertising, or business)
  
• Ability to speak, read and write the English language
  

Certifications:

• 
  
• Certificates in Meta, TikTok, Snap, YouTube required; experience with other social / social adjacent platforms a plus (X, Reddit, LinkedIn, Pintrest, etc.)
  

Experience:

• 
  
• 10+ years relevant work experience in digital / social marketing; agency experience a plus
  
•  5+ years of experience tactically managing campaigns in-platform
  
•  Experience in / familiarity with additional digital channels (Programmatic, SEO, Affiliate, or Paid Search) is a plus
  
• Expert usage of Microsoft Office suite, with strong emphasis on Excel
  
• Experience building media plans and determining budget allocation on a yearly and monthly basis using different forecasting methodologies
  
•  Experience developing, managing and leading high performance teams required
  
•  Strong relationships with publisher and technology partners
  
•  Expert knowledge of the importance and role of social within a media plan and how to leverage its strengths
  
•  Client-facing and/or C-level track record
  
•  Experience participating in new business pitches, both behind-the-scenes and in-the-room
  

Knowledge, Skills & Abilities:

• 
  
• Proficient in social tactics and strategies
  
•  Demonstrated experience managing strategy for large, complex clients with minimums of $5M+ spend per year while being held to strict client goals
  
•  Strong analytical capabilities with aptitude to understand technical nuances associated with various media buying platforms in order to improve client results
  
•  Proven experience in developing ongoing processes that positively impacted the profitability / efficiency of an account / team
  
•  Proven experience facilitating and initiating creative thinking in the digital space: content, media, social, activation
  
•  Establishes self as a trusted resource by developing relationships with key internal and external stakeholders
  
•  Dedication to completing projects and tasks with passion and a relentless pursuit of excellence; ability to excel in a complex and changing marketplace
  
• Ability to identify / recruit / retain top talent; experience positively managing personnel issues
  
•  Superior oral and written communication skills; focus on fostering strong, collaborative relationships at a tactical level
  
•  High comfort level participating in brainstorms and ideation sessions
  
•  Ability to work with a team to think tactically and execute accurately in order to align media execution with client needs
  
•  Passion and desire to continue media and channel education by completing ongoing training and certification programs for platforms, media, leadership and other business skills
  
• Travel:

Job Title: Investment Analyst

Location: Charleston, South Carolina Metropolitan Area (On-site)

Company: Monomoy CRE

Job Type: Full-Time, Permanent

About Us:

MCRE and MCS (collectively “Monomoy”) manage a private REIT with a diversified portfolio of net-leased industrial real estate assets, while also offering expertise in construction and development projects to our industrial tenant base. As we continue to expand our portfolio, we are seeking an experienced and motivated Real Estate Investment Analyst to focus on the analysis of both our existing properties and potential acquisitions, as well as development projects.This position will be in Charleston, SC, although we currently manage approximately 140 properties across 30+ states. Join us in our mission to be the nationwide preferred partner for companies in the industrial outdoor storage industry!

This is an exciting opportunity to join an innovative, fast-growing, dynamic management team as a Real Estate Investment Analyst within the Acquisitions and Portfolio Management Department. As our sourcing platform continues to scale, we are expanding our internal analytical and underwriting team to support a growing pipeline of acquisition and development opportunities. We are seeking an Investment Analyst to play a critical role in underwriting, valuation, and transaction support for IOS investments nationwide. This individual must demonstrate superior organizational skills, communication, and client relation skills, along with 2 to 4 years of experience in real estate investment analysis.

Role Overview:

This Investment Analyst position is a transaction support and underwriting-focused role, designed to partner closely with senior acquisitions professionals and sourcing team members. The Analyst will be responsible for performing detailed financial analysis, valuation work, and market research on opportunities generated by the sourcing team, helping to drive informed investment decisions.

Essential Responsibilities:

• Assist in underwriting acquisition and development opportunities generated by the sourcing team, including building and maintaining detailed Excel-based financial models.
• Perform valuation and comp analysis, including lease comps, sales comps, land values, and replacement cost assessments, with a particular focus on IOS-specific pricing dynamics.
• Conduct market research for lease and sale comparables to support investment evaluations and ongoing portfolio assessments.
• Analyze tenant financials, lease structures, operating assumptions, and capital expenditures to support investment recommendations.
• Support preparation of investment committee materials, including underwriting summaries, valuation narratives, and risk assessments.
• Assist with due diligence execution by summarizing lease terms and zoning documentation and supporting the team in identifying relevant risks and considerations.
• Maintain internal databases and deal trackers, assisting with compiling and presenting market and portfolio data to internal stakeholders.
• Provide analytical support to asset management and portfolio management teams, including quarterly valuations and portfolio reporting.
• Prepare ad hoc analyses related to market trends, tenant performance, development feasibility, and portfolio optimization.

Qualifications:

• 2–4 years of experience in real estate, finance, consulting, or related analytical role preferred
• Strong analytical skills with attention to detail and a desire to learn and grow in the real estate investment field.
• Proficiency in Microsoft Excel; experience with PowerPoint preferred. Exposure to real estate tools such as Procore or Argus is a plus but not required.
• Self-motivated and eager to take initiative with a positive, can-do attitude.
• Excellent verbal and written communication skills and the ability to work effectively within a team.
• Ability to manage multiple tasks simultaneously in a fast-paced, dynamic environment.
• Experience performing market and comp analysis.
• Strong attention to detail and ability to manage multiple underwriting assignments.
• Bachelor’s degree in Finance, Real Estate, Economics, Business, or a related field. Coursework in real estate or financial modeling is a plus.
• Willingness to travel occasionally as needed.

Global Wealth brings together the full power of Citi to serve the entire continuum of wealth clients. Citi Global Wealth at Work is a partner to lawyers, accountants, asset managers and management professionals with deep industry specific expertise. The Investment Counselor is the primary wealth advisor serving High Net Worth and Ultra High Net Worth professionals in these fields.

• 
  
• Investment counselors joining Citi Wealth are distinguished and highly accomplished at establishing, growing, and managing investment relationships. They are experienced in the implementation and oversight of investment solutions, and in providing advice and guidance on markets and actionable investment ideas. Appropriate candidates possess credibility to cultivate trusting relationships with established clients and prospective clients. Candidates for the position should be collaborative and team oriented, able to leverage a wide array of internal partners.
  
• Build and manage a successful practice centered on deepening relationships by providing potential and existing clients with appropriate investment advice and solutions.
  
• Combine in-depth knowledge of traditional and alternative investments with wealth planning and private banking services to optimize client service and cross-marketing opportunities.
  
• Appropriately assess risk when business decisions are made, demonstrating consideration for the firm's reputation and safeguarding Citi, 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.
  

• 
  
• 10+ years of related experience.
  
• Expertise in providing investment advice and solutions.
  
• CFA, MBA degree or other advanced degree a plus.
  
• Requires advanced judgment and conducts in-depth analysis to solve problems and develop new, innovative solutions. Required to think beyond existing solutions, assumptions or current knowledge of sophisticated investment trends and solutions.
  
• US Only: S7, S66 (or 63 & 65) & S31; NOTE: Securities Industry Exam (SIE is a prerequisite to the S7)
  

• 
  
• Bachelor's/University degree, Master's degree preferred.
  

Primary Location: San Francisco, California, United States.
Full time salary range: $200,000.00 - $300,000.00.

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 . Available offerings may vary by jurisdiction, job level, and date of hire.

Citi offers a range of benefits and incentives. For additional information regarding benefits, refer to company benefits page.

Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to 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.

Macdonald & Company are proudly partnered with a global Private Equity Real Estate firm to appoint an Investment Analyst or Associate from an Investment Banking background.

The firm are a global investor and developer of commercial real estate, with their headquarters based in Phoenix, Arizona. They have $1.8B in AUM across their investments that include Multifamily Apartments and Industrial Properties.

The Role

The Analyst/Associate will play an integral role in shaping investment decisions, diving into complex real estate opportunities and translating data into actionable insights. This is a hands-on position for someone who thrives in a fast-moving environment, enjoys problem-solving, and takes pride in producing polished, accurate work.

Key Responsibilities

• Support senior investment professionals with sourcing, assessing, and tracking investment opportunities across diverse real estate asset types
• Build and maintain financial models and cash-flow projections
• Draft investment summaries, offering packages, marketing collateral, and other materials required for transactions
• Work closely with internal groups such as asset management and accounting to support deal execution
• Conduct market research and keep internal databases updated with relevant economic and real estate metrics

Qualifications

• Investment Banking background as an analyst or associate
• Familiar with financial modeling concepts (IRR, DCF, NPV) and capable of advanced quantitative analysis
• Strong proficiency in Excel, Word, and PowerPoint
• Exceptional written and verbal communication skills for interaction with internal teams and external partners
• Highly organized, able to manage multiple priorities, and equipped with strong analytical capabilities and meticulous attention to detail
• Self-starter with solid problem-solving abilities

Investment Tax Accountant - Special Projects & Strategic Initiatives
Investment Taxes, Corporate Tax Department

Full-Time

Boston MA, New York NY, or Springfield MA

This is an individual contributor role.

The Opportunity

As an Investment Tax Accountant in the Investment Tax group, you will work in a dynamic and collaborative environment, primarily supporting securities tax operations, including system and process efficiency and enhancements, and you will support projects and strategic initiatives for other investment types, such as partnerships, real estate, and derivatives. The ideal candidate will have a convergent skillset of technical tax, accounting, and system proficiency, experience navigating large data sets, excellent communication skills, and the ability to partner effectively with tax colleagues, finance organization teams, and across the broader investment ecosystem. This position, in collaboration with cross-functional teams, will be responsible for analyzing securities transactions and processes to ensure accurate tax outcomes are achieved and a reliable control environment is maintained.  Further, this position will participate in investment initiatives or project tracks to develop, enhance, and automate tax processes, and onboard significant transactions, new mandates, and tax legislation involving investments.

The Team

As an Investment Tax Accountant, you will be a member of the Investment Tax team within the Corporate Tax Department, part of MassMutual’s Controllers Organization. The Corporate Tax Department is comprised of high-performing, collaborative, and agile tax professionals who are motivated by challenging work that delivers sustained value and a culture of accountability. Team members are focused on continuous improvement and transforming the department through innovative solutions that align with the finance organization’s strategic goals and initiatives.

The Impact

The Investment Tax Accountant will help develop and execute Investment Tax goals and initiatives. Your responsibilities will include:  

• Monitor and track tax data quality and performance of securities tax results tracked in the Eagle processing system and compare to general ledger results.
• Participate in daily, cross-functional Eagle operational governance meetings and other discussions that analyze and track system issues and changes in securities across the investment data ecosystem.
• Participate in testing of Eagle software upgrades to ensure changes are applied accurately and existing software continues to operate as intended.
• Ensure accurate tax basis is maintained for investments tracked in Eagle and accurate rules are applied as intended to exception situations.
• Understand and analyze differences between the tax basis and Statutory or GAAP basis of accounting for various investment types.
• Assist in reviewing new investment transactions for securities, partnerships, LLCs, and derivatives to determine correct tax treatment and how to efficiently operationalize.
• Assist in executing various tax internal controls for investments.
• Reconcile deferred tax balances for securities investments, collaborating with the securities tax operations team.
• Assist in preparing wash sales analysis.
• Assist in maintaining tax planning strategies involving investments.
• Assist in analyzing exchange transactions to determine if taxable or non-taxable.
• Assist in analyzing tax cash flows on structured securities to achieve correct processing of tax amortization in Eagle.
• Stay current with tax law changes in general and impacting investments.
• Proactively identify and implement process improvements, increase automation, and enhance digital analytics using existing and emerging technology solutions.

The Minimum Qualifications

• Undergraduate degree in Accounting/Finance or related field
• 6+ years of tax experience, preferably in public accounting or financial service environments.

The Ideal Qualifications

• Master’ degree in Taxation and/or CPA a plus.
• 8+ years of tax experience, preferably in public accounting or large financial services environments.
• Experienced tax and accounting technical knowledge, including tax code and regulations and GAAP accounting under ASC 740. Experience with Statutory Accounting Principles a plus.
• Education and/or experience utilizing business intelligence applications, such as Alteryx, highly desirable.
• Comfortable working with investment systems platforms, a data-intensive environment, and data interfaces between ERP and tax systems.
• Understanding of tax treatments of various securities transaction types.
• Experience with tax transactions, accounting and reporting for investment types other than securities, including partnerships, LLCs, real estate debt and equity, derivatives.
• Proficient Excel skills and workpaper organizational ability, integrating systems and analytical results.
• Excellent written and verbal communication skills.
• General knowledge of corporate taxation to understand how investments fit into larger tax compliance, reporting and audit frameworks.
• Some experience with U.S. tax aspects of non-U.S. transactions, issues, and reporting (e.g. PFICs, CFCs, foreign partnerships, foreign disregarded entities, withholding taxes).
• Experience with large, multidisciplinary projects that impact tax (e.g., ERP implementations, tax co-sourcing engagements, finance transformations).
• Conversant in Financial and Accounting Systems, such as SAP.
• Ability to identify issues and recommend effective solutions.
• Extremely organized, detail-oriented, and demonstrated ability to effectively prioritize and multi-task in a continually evolving environment.
• Ability to utilize project management tools and best practices to organize and prioritize tasks.
• Proven ability to collaborate cross-functionally and influence outcomes.
• Exhibits intellectual curiosity to seek and broaden knowledge and understanding beyond the core responsibilities of the position.

What to Expect as Part of MassMutual and the Team

• Regular meetings with the Corporate Tax Department 

• Focused one-on-one meetings with your manager 

• Networking opportunities including access to Asian, Hispanic/Latinx, African American, women, LGBTQIA+, veteran and disability-focused Business Resource Groups 

• Access to learning content on Degreed and other informational platforms 

• Your ethics and integrity will be valued by a company with a strong and stable ethical business with industry leading pay and benefits 

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