6393 investment manager jobs found

Req ID: 76592 Location: Tulsa -TUL Areas of Interest: Investment Management; Finance; Portfolio Management Pay Transparency Salary Range: Not Available Application Deadline: 06/12/2025 BOK Financial Corporation Group includes BOKF, NA; BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund and Cavanal Hill Investment Management, Inc. BOKF, NA operates banking divisions: Bank of Albuquerque; Bank of Oklahoma; Bank of Texas and BOK Financial®. Bonus Type Formula Based Summary We offer a diverse range of financial solutions for businesses, individuals, and institutions, continually expanding our portfolio of services and clients. If you’re passionate about wealth management and eager to join a forward-thinking organization, we want to hear from you. Our team is committed to providing exceptional, tailored wealth management solutions, fostering strong relationships, and helping clients achieve their long-term financial...

GroupM is WPP’s media investment group and the world’s leading media investment company with a mission to shape the next era of media where advertising works better for people. The company is responsible for more than $60 billion in annual media investment, as measured by the independent research bureau COMvergence. Through its global agencies Mindshare, Wavemaker, EssenceMediacom, and mSix&Partners, and cross-channel performance (GroupM Nexus), data (Choreograph), entertainment (GroupM Motion Entertainment) and investment solutions, GroupM leverages a unique combination of global scale, expertise, and innovation to generate sustained value for clients wherever they do business. Discover more at www.groupm.com. Role Summary & Impact Our Investment teams bring holistic media plans to life. They work in conjunction with our planning teams and are responsible for the negotiating and purchasing of media – across both linear and digital platforms including premium video,...

Business Systems Manager-  Investment Systems and CRM  - Boston/hybrid Please send your resume to Angela Fagin at afagin@daleyaa.com for consideration. ***NO C2C Candidates****USC and GC holders only at this time A top-tier investment firm is seeking a Business Systems Manager to lead strategic technology initiatives across its Private Investments, Strategic Investments, and Investor Relations functions. This role is critical to driving end-to-end technology project success, from business analysis through implementation, support, and continuous enhancement—delivering operational efficiency and enabling investor engagement through enterprise platforms like Salesforce and integrated fintech tools. The ideal candidate will possess deep domain knowledge in financial services, particularly alternative investments, and will have a proven track record of delivering Salesforce-driven solutions that align with the complex workflows of investor relations, deal management,...

Company description Spark Foundry is a global media agency that exists to bring HEAT - Higher Engagement, Affinity, and Transactions - to brands. By combining flawless media fundamentals with aggressive innovation, Spark inspires consumers to pay more attention, to care more about our clients' brands, and to buy more products and services from them. Balancing the nimble spirit of a startup with the powerhouse soul of Publicis Media, Spark Foundry delivers the best of both worlds to a client roster that spans some of the world's best and most beloved brands and companies. We combine boutique-caliber insights and service with the buying clout and first-look access of a global leader, bringing the heat to challenger brands that want to act like giants, and to giant brands that want to act like challengers. With a bottom-up culture that celebrates diversity and aims for all voices to be heard, Spark has become a magnet for the industry's best talent, with one of the best...

Company Description Spark Foundry is a global media agency that exists to bring HEAT - Higher Engagement, Affinity, and Transactions - to brands. By combining flawless media fundamentals with aggressive innovation, Spark inspires consumers to pay more attention, to care more about our clients’ brands, and to buy more products and services from them. Balancing the nimble spirit of a startup with the powerhouse soul of Publicis Media, Spark Foundry delivers the best of both worlds to a client roster that spans some of the world’s best and most beloved brands and companies. We combine boutique-caliber insights and service with the buying clout and first-look access of a global leader, bringing the heat to challenger brands that want to act like giants, and to giant brands that want to act like challengers. With a bottom-up culture that celebrates diversity and aims for all voices to be heard, Spark has become a magnet for the industry’s best talent, with one of the best...

Sr. Business Systems Analyst and Product Manager - Investment Management - 26549 2 days ago Be among the first 25 applicants Sr. Business Systems Analyst and Product Manager Leveraging both your business and technical knowledge, this individual will work closely with business stakeholders, vendors, application developers and QA specialists to provide solutions supporting our front-office and back-office platforms. This will include driving private and liquid credit team mandated projects as well as participating at various levels in other technology related initiatives, from strategic approach conception to new system development/integration to post implementation work. The ideal candidate will possess strong leadership skills, a sense of ownership, exceptional communication skills, and a deep understanding of investment management systems and processes, with a particular emphasis on Credit investments including concepts such as credit analytics, exposure reporting, trade...

We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, culture and talent experience and our ability to be compelling to our clients. You'll find an environment that inspires and empowers you to thrive both personally and professionally. There's no one like you and that's why there's nowhere like RSM. Our Ultra-High Net Worth Fund Executives team focuses on founding and/or managing partners and principals of investment funds and C-Suite level executives with an economic interest in the investment fund. We are a strategic advisor to new and experienced financial services executives, advising many of the most prominent financial services executives from around the world. We leverage a focused global financial services practice with the depth of tax and technology resources to...

Your opportunity At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. DAFgiving360 is an independent nonprofit organization created to increase charitable giving in the U.S. We offer a donor-advised fund program and related philanthropic tools and guidance that empower donors to incorporate charitable planning into their everyday lives and make a bigger difference in the world. Since our founding in 1999 as an 501(c)(3) public charity, DAFgiving360 donors have recommended over $40 billion in grants to more than 270,000 charities. DAFgiving360 has entered into a services agreement with Charles Schwab & Co., Inc. for administrative and other services, including human resources. This position will be an employee of Charles Schwab & Co., Inc. and will be subject to its policies and procedures but will report to and be...

Summary: Meta Platforms, Inc. (Meta), formerly known as Facebook Inc., builds technologies that help people connect, find communities, and grow businesses. When Facebook launched in 2004, it changed the way people connect. Apps and services like Messenger, Instagram, and WhatsApp further empowered billions around the world. Now, Meta is moving beyond 2D screens toward immersive experiences like augmented and virtual reality to help build the next evolution in social technology. To apply, click "Apply to Job" online on this web page. Required Skills: Program Manager, Global Investment Programs, Business Msging Responsibilities: Partner on foundational investment theses and guiding principles. Establish data foundations for product metrics and align on XFN execution plans. Work with teams to standardize processes and meet internal controls. Support and commercialize incentive programs for Partner Sales. Understand commercial, legal, and operational...

Nuveen Green Capital (NGC) is a rapidly growing company with the goal of changing how our country's commercial real estate buildings produce and use energy. We finance commercial real estate new construction developments, substantial rehab projects, and retrofits of existing buildings with an innovative financing product called C-PACE (Commercial Property Assessed Clean Energy). Nuveen Green Capital is the nation's leading provider of C-PACE financing. C-PACE financing funds multi-million dollar energy, water, and resiliency measures within a commercial real estate project's construction budget and is paired with traditional construction, bridge, and permanent financing to complete a project's capital stack. C-PACE financing is attractively priced construction-to-permanent financing that is growing in popularity among real estate developers and property owners. The Associate Director, CPACE Transaction Management plays a critical role in all aspects of project development,...

At MFS, you will find a culture that supports you in doing what you do best. Our employees work together to reach better outcomes, favoring the strongest idea over the strongest individual. We put people first and demonstrate care and compassion for our community and each other. Because what we do matters – to us as valued professionals and to the millions of people and institutions who rely on us to help them build more secure and prosperous futures. THE ROLE The mission of the newly formed Strategy and Insights Group (SAIG) is to “help MFS become the most trusted and respected investment manager in the world.” Our ability as an organization to pay off this mission is in part driven by how well we can innovate and improve operational processes tied to content creation and production. The Business Operations Sr. Analyst acts as the day-to-day support for a range of content and operational activities, with a focus on key projects and advancement of initiatives specific to...

About Schroders We’re a global investment manager. We help institutions, intermediaries and individuals around the world invest money to meet their goals, fulfil their ambitions, and prepare for the future. We have around 5,000 people on six continents. And we’ve been around for over 200 years, but keep adapting as society and technology changes. What doesn’t change is our commitment to helping our clients and society prosper. The Base We are based at 7 Bryant Park in the heart of NYC. And we have everything we need to work flexibly. We operate a hybrid working model, with a requirement that our Senior Client Director be in the office 3 days per week. This is to sustain our culture of innovation, collaboration, knowledge sharing, and building relationships within the business. The Team This is an opportunity to work interdependently with an engaged team that sits within a global Institutional Sales function at a global asset management firm. Position...

The Analyst, Real Estate Portfolio Management is responsible for supporting the portfolio management team of a large institutional U.S. residential real estate fund. The portfolio management team is responsible for implementing and executing on the fund’s real estate investment strategy plan, including portfolio construction, market and asset property selection, annual business plans, and financing. The role will work under close supervision and is expected to be responsible for financial analysis, client reporting and presentations, prospective investor marketing and due diligence, fund performance and benchmarking analyses, property valuation analysis and special projects. Candidate will work closely with variety of function teams including acquisitions, asset management, development, and capital markets, as well as the distribution, product, research, finance and marketing teams. Key Responsibilities and Duties Maintains extensive proprietary financial models to monitor...

The Analyst, Real Estate Portfolio Management job works to support the implementation and execution of the organization's real estate investment strategy plan, including portfolio construction, market and asset property selection, financing, and making investment recommendations. Working under close supervision, this job is responsible in real estate for assisting with financial analysis, investor reporting and presentations, and prospective investor marketing and due diligence. This job also works closely with real estate teams in acquisitions, asset management, development, and capital markets, as well as the distribution, product, research, finance and marketing teams. Key Responsibilities And Duties Initiates extensive proprietary financial models to monitor and analyze the financial performance of the real estate portfolio, potential new investments, and financing. Provides assistance in ongoing property valuations, development of strategies for maximizing value,...

Nuveen Green Capital (NGC) is a rapidly growing company with the goal of changing how our country's commercial real estate buildings produce and use energy. We finance commercial real estate new construction developments, substantial rehab projects, and retrofits of existing buildings with an innovative financing product called C-PACE (Commercial Property Assessed Clean Energy). Nuveen Green Capital is the nation's leading provider of C-PACE financing. C-PACE financing funds multi-million dollar energy, water, and resiliency measures within a commercial real estate project's construction budget and is paired with traditional construction, bridge, and permanent financing to complete a project's capital stack. C-PACE financing is attractively priced construction-to-permanent financing that is growing in popularity among real estate developers and property owners. The Associate Director, CPACE Transaction Management plays a critical role in all aspects of project development,...

The Analyst, Real Estate Portfolio Management job works to support the implementation and execution of the organization's real estate investment strategy plan, including portfolio construction, market and asset property selection, financing, and making investment recommendations. Working under close supervision, this job is responsible in real estate for assisting with financial analysis, investor reporting and presentations, and prospective investor marketing and due diligence. This job also works closely with real estate teams in acquisitions, asset management, development, and capital markets, as well as the distribution, product, research, finance and marketing teams. Key Responsibilities and Duties Initiates extensive proprietary financial models to monitor and analyze the financial performance of the real estate portfolio, potential new investments, and financing. Provides assistance in ongoing property valuations, development of strategies for maximizing value, and...

The Analyst, Real Estate Portfolio Management is responsible for supporting the portfolio management team of a large institutional U.S. residential real estate fund. The portfolio management team is responsible for implementing and executing on the fund’s real estate investment strategy plan, including portfolio construction, market and asset property selection, annual business plans, and financing. The role will work under close supervision and is expected to be responsible for financial analysis, client reporting and presentations, prospective investor marketing and due diligence, fund performance and benchmarking analyses, property valuation analysis and special projects. Candidate will work closely with variety of function teams including acquisitions, asset management, development, and capital markets, as well as the distribution, product, research, finance and marketing teams. Key Responsibilities And Duties Maintains extensive proprietary financial models to...

At MFS, you will find a culture that supports you in doing what you do best. Our employees work together to reach better outcomes, favoring the strongest idea over the strongest individual. We put people first and demonstrate care and compassion for our community and each other. Because what we do matters – to us as valued professionals and to the millions of people and institutions who rely on us to help them build more secure and prosperous futures. THE ROLE The mission of the newly formed Strategy and Insights Group (SAIG) is to “help MFS become the most trusted and respected investment manager in the world.” Our ability as an organization to pay off this mission is in part driven by how well we can innovate and improve operational processes tied to content creation and production. The Business Operations Sr. Analyst acts as the day-to-day support for a range of content and operational activities, with a focus on key projects and advancement of initiatives specific to...

RA Capital Management is a multi-stage investment manager dedicated to evidence-based investing in public and private healthcare, life sciences, and planetary health companies. For more than 20 years, RA Capital creates and funds innovative companies, from private seed rounds to public follow-on financings, allowing management teams to drive value creation from inception through commercialization and beyond. RA Capital's knowledge engine is guided by our TechAtlas internal research division, and RA Ventures (RAven), RA Capital’s healthcare incubator, which offers entrepreneurs and innovators a collaborative and comprehensive platform to explore the novel and the re-imagined. RA Capital has more than 150 employees and over $10 billion in assets under management. As we expand our equity investment expertise into private credit, we are launching our first commitment-based private credit strategy fund in 2025. We are seeking a Senior Fund Accountant / Manager to join our private...

About Global Client Experience Global Client Experience (GCX) sits in the firm's Office of the Chief Operating Offer (OCOO) and includes a mix of functions that support the capital raise, servicing, new product, operational risk, and business transformation processes, and is involved in nearly every facet of the client life cycle. The GCX strategy is to offer a global, scalable client service and content delivery platform to keep pace with the growth of the business, to drive better win and retention rates, provide timely and built-for-purpose client and regulatory reporting, and deliver a seamless client experience. Nuveen Business Process Improvement The Business Process Improvement team is responsible for developing and executing business improvement projects from initial assessment to implementation. The team provides counsel to senior leadership of Nuveen and manages cross-functional initiatives. Responsibilities include identifying business improvement...

ETFs represent an area of significant innovation and growth for Nuveen. Nuveen’s ETF platform currently encompasses $10B in advised and an additional $10B in sub-advised ETF AUM. The firm recently completed an investment focused on evolving and enriching the ETF operating infrastructure, increasing the capacity to scale and cultivate a wider breadth of products. Correspondingly, the ETF team is now expanding to support the firm’s prioritized growth within actively managed ETFs. The Capital Markets team resides within the ETF department, operating as the principal point of contact across the ETF ecosystem, collaborating with internal stakeholders such as Portfolio Management, Trading, Sales, and Marketing. Similarly, the team serves as the primary connection for ETF Market Makers, Authorized Participants, and Exchanges. The team is looking for a dynamic, team-oriented individual to assist in growing Nuveen’s ETF prominence. The Capital Markets Specialist role will primarily focus...

The Sales Enablement group collaborates with sales, marketing, product, and service teams to build frameworks, processes, and metrics that solve key problems and drive business growth. By understanding clients across all distribution channels using CRM, business intelligence, and other tools, we evaluate and enhance Nuveen's distribution efforts. The Business Intelligence Product Owner acts as a bridge between business and technology teams to design, produce, and maintain reports for team/territory management, and business performance results that promote collaboration. Key Responsibilities and Duties What you can expect in the Business Intelligence Product Owner role at Nuveen: You'll be the face and voice of the Analytics platforms within the global sales organization. Understand business goals, team and individual KPIs, and other metrics to drive business insights and actions through data visualization and reports. You'll work with your team and business...

Proxy Operations The Director of Proxy Operations manages a team responsible for proxy account setup, voting execution, and proxy reporting across Nuveen. The function involves working with custodian banks to ensure full account set up and flow of proxy ballots as well as the monitoring of accurate voting positions, dissemination of proxy research to portfolio managers and interactions with third party vendors on proxy voting matters. Key Responsibilities and Duties Manages Proxy team through the full lifecycle, including performance appraisals, hiring, promotion, salary, termination etc., for direct reports and subordinate staff. Identifies and evaluates fundamental operations and control issues, providing strategy and direction to attain compliance with control design, industry expectations and regulatory requirements with focus on operating effectiveness and efficiencies across the organization. Evaluates the business operations and develops relevant...

About Global Client Experience Global Client Experience (GCX) sits in the firm’s Office of the Chief Operating Offer (OCOO) and includes a mix of functions that support the capital raise, servicing, new product, operational risk, and business transformation processes, and is involved in nearly every facet of the client life cycle. The GCX strategy is to offer a global, scalable client service and content delivery platform to keep pace with the growth of the business, to drive better win and retention rates, provide timely and built-for-purpose client and regulatory reporting, and deliver a seamless client experience. Nuveen Business Process Improvement The Business Process Improvement team is responsible for developing and executing business improvement projects from initial assessment to implementation. The team provides counsel to senior leadership of Nuveen and manages cross-functional initiatives. Responsibilities include identifying business improvement opportunities,...