Investment Manager jobs in Providence, RI

Investment Manager manages the securities, assets, and investment portfolios of a bank. Establishes investment policies to ensure financial activities are compliant with regulatory standards and requirements. Being an Investment Manager monitors and tracks financial markets, investment trends, and regulatory developments to implement successful investment strategies and recommends changes to manage risk and increase returns. Oversees and routinely assesses portfolio allocation to evaluate performance and alignment with investment objectives, strategies, and risk tolerance levels. Additionally, Investment Manager requires a bachelor's degree. Typically reports to a director. The Investment Manager manages subordinate staff in the day-to-day performance of their jobs. True first level manager. Ensures that project/department milestones/goals are met and adhering to approved budgets. Has full authority for personnel actions. To be an Investment Manager typically requires 5 years experience in the related area as an individual contributor. 1-3 years supervisory experience may be required. Extensive knowledge of the function and department processes. (Copyright 2024 Salary.com)

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Investment Analyst
  • Pathway Capital Management
  • Providence, RI FULL_TIME
  • Pathway Capital Management, LP, is seeking an INVESTMENT ANALYST to join our Providence office (Hybrid)


    Pathway Capital Management, LP, a leading institutional investment management firm that creates and manages specialized private markets solutions for institutional investors worldwide, is seeking an Investment Analyst. Investment Analysts are responsible for analyzing potential investment opportunities—including funds, secondaries, direct equities, and direct credits across private equity, private credit, and infrastructure—and monitoring client portfolios. Investment Analysts work closely with senior and mid-level professionals on small client and due diligence teams.


    The responsibilities of an Investment Analyst include:


    • Performing quantitative and qualitative reviews of potential private markets fund investments
    • Supporting in-depth, rapidly moving underwriting of potential direct equity, direct credit, and secondary investments
    • Conducting analysis to support the due diligence process, including analyzing financial statements of private markets partnerships, reviewing partnership portfolio company valuations, and assessing relative performance
    • Participating in meetings with fund managers
    • Supporting Pathway’s client servicing efforts, including preparing client reports and presentations
    • Assisting with special reporting, research, and due diligence projects on an ad hoc basis


    The requirements for this position include:


    • Analytical experience in investment banking, consulting, audit, investment management, or other similar fields (including internships)
    • A bachelor’s degree in business, finance, economics, business economics, or related field with a record of high academic achievement
    • A strong interest in investments and capital markets
    • Experience working in Microsoft Excel
    • Strong quantitative and analytical skills
    • Strong interpersonal, communication, and writing skills
    • Ability and desire to work in a collaborative environment
    • Detail-oriented, proactive, and resourceful
    • Self-motivated with the ability to focus on multiple tasks and deliverables
    • Salary range between $85,000-$95,000 with two discretionary bonuses per year and a very generous health care/retirement package.


    Equal Opportunity Statement


    Pathway is an equal opportunity employer. We are committed to a diverse and inclusive workforce, and we proactively recruit from large and diverse pools of candidates with varying backgrounds. Pathway actively engages with and supports various organizations that are focused on promoting diversity and inclusion, and we are a proud signatory to the Institutional Limited Partners Association (ILPA) Diversity in Action initiative


    We appreciate you responding to all of the application questions, as it provides us with more information regarding your background and qualifications. We do not provide visa sponsorship at this time.

  • 18 Days Ago

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Investment and Trust Administrator
  • Rockland Trust
  • Providence, RI FULL_TIME
  • Investment and Trust Administrator Rockland Trust's Investment Management Group is currently seeking a self-motivated individual to provide administrative support for our Relationship Managers. This p...
  • 1 Day Ago

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Investment Reporting Analyst
  • Oxbridge
  • Providence, RI FULL_TIME
  • Investment Reporting AnalystInterested in a great career at a boutique retirement services firm?Do you want:To provide mutual fund investment reports and analytics for all available funds, and client ...
  • 1 Day Ago

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ANALYST INVESTMENT - RI
  • Pathway Capital Management
  • Providence, RI FULL_TIME
  • Pathway Capital Management, LP, is seeking an INVESTMENT ANALYST to join our Providence office (Hybrid)Pathway Capital Management, LP, a leading institutional investment management firm that creates a...
  • 1 Month Ago

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Investment Service Specialist
  • Capital Wealth Management
  • Warwick, RI FULL_TIME
  • Investment Service Specialist Summary Our rapidly growing investment advisory firm located in West Warwick, RI is seeking an Investment Service Specialist to serve as the first point of contact for ou...
  • 20 Days Ago

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Investment Sales Associate - Smithfield
  • Fidelity Investments Careers
  • Smithfield, RI FULL_TIME
  • Job Description:Investment Sales Associate (ISA) is the entry role to our extensive, multi-year Investment Sales Desk Development Program (ISDP). As part of the Fidelity Institutional (FI) - Intermedi...
  • 26 Days Ago

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0 Investment Manager jobs found in Providence, RI area

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ANALYST INVESTMENT - RI
  • Pathway Capital Management
  • Providence, RI
  • Job Description Job Description Pathway Capital Management, LP, is seeking an INVESTMENT ANALYST to join our Providence ...
  • 12/11/2024 12:00:00 AM

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Fixed Income High Yield Research Analyst
  • MFS Investment Management
  • Boston, MA
  • At MFS, you will find a culture that supports you in doing what you do best. Our employees work together to reach better...
  • 12/11/2024 12:00:00 AM

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Sr. Strategist - Executive Communications
  • MFS Investment Management
  • Boston, MA
  • At MFS, you will find a culture that supports you in doing what you do best. Our employees work together to reach better...
  • 12/11/2024 12:00:00 AM

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Director - Digital Strategy
  • MFS Investment Management
  • Boston, MA
  • At MFS, you will find a culture that supports you in doing what you do best. Our employees work together to reach better...
  • 12/11/2024 12:00:00 AM

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SCRUM Leader / Sr. Developer
  • IMP Consulting
  • Boston, MA
  • SCRUM Leader / Sr. Developer IMP is looking for a highly motivated and self-driven hands-on Sr. Developer to lead IMPs I...
  • 12/11/2024 12:00:00 AM

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Leasing Professional - West Village
  • Greystar Worldwide, LLC
  • Mansfield, MA
  • ABOUT GREYSTAR Greystar is a leading, fully integrated global real estate company offering expertise in property managem...
  • 12/11/2024 12:00:00 AM

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Investment Associate - Primaries
  • Pathway Capital Management
  • Providence, RI
  • Job Description Job Description Investment Associate - Primaries About Pathway Pathway is a leading provider of customiz...
  • 12/10/2024 12:00:00 AM

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Service Technician - Marq at the Pinehills
  • Greystar Real Estate Partners
  • Plymouth, MA
  • Job Responsibilities ABOUT GREYSTAR Greystar is a leading, fully integrated global real estate company offering expertis...
  • 12/9/2024 12:00:00 AM

The Providence city limits enclose a small geographical region with a total area of 20.5 square miles (53 km2); 18.5 square miles (48 km2) of it is land and the remaining 2.1 square miles (5.4 km2) is water (roughly 10%). Providence is located at the head of Narragansett Bay, with the Providence River running into the bay through the center of the city, formed by the confluence of the Moshassuck and Woonasquatucket Rivers. The Waterplace Park amphitheater and riverwalks line the river's banks through downtown. Providence is one of many cities claimed to be founded on seven hills like Rome. The...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Investment Manager jobs
$129,229 to $245,697
Providence, Rhode Island area prices
were up 1.6% from a year ago

Investment Manager in Casper, WY
For instance if you were working for a large US tech firm and as part of your remuneration package you receive share options it makes sense to give you less exposure to US tech companies within your investment portfolio.
December 29, 2019
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Similarly, the investor will pay the same level of fees even when their portfolio underperforms, but they do keep more of the winnings when the manager outperforms.
December 09, 2019
Investment Manager in Colorado Springs, CO
Investment managers manage investment portfolios and operate under the government’s securities legislation.
October 08, 2019