Private Equity Investment Specialist Salary in Connecticut

We are seeking an investment specialist with their series 7 to join our client's team. This role requires fluency in English and Spanish. Responsibilities Manage day-to-day portfolio activities and establish working plan for each project phase Analyze and appraise sales methods, costs, and results Facilitate project reviews and checkpoint meetings Analyze key performance indicators to produce reports on portfolio and projects Escalate issues that threaten portfolio and project success Required skills and qualifications Series 7 license Series 65 a plus Fluency in English and Spanish

The Spaventa Group (“TSG”) is a leading investment company located in new New York. We invest across various asset classes in addition to providing investment opportunities to both individual and institutional investors. Our asset management business specializes in investment vehicles focused on alternative assets, including venture capital and real estate, and our advisory business provides traditional financial services including wealth management, investment management, and insurance planning. TSG is actively looking for talented and motivated individuals to become part of our team of outstanding investment professionals. As a company with multiple financial services divisions, TSG offers seasoned financial professionals and those aspiring to enter the finance industry the opportunity to excel in various areas of expertise. Career Opportunities: Investment Specialist TSG Investment Specialists are typically experienced financial professionals with established investor networks that

This person will be working with Investment team for a major Insurance client. The ideal candidate should have hands-on experience in Actuarial /Financial modeling and a strong understanding of the BFSI and Investment instruments. Experience in Clearwater Accounting platform or similar investment accounting platform is a must have Bachelor’s/master's degree in finance, Investments, actuarial science 5-7+ years’ experience in Life Insurance/Reinsurance Knowledge of other investment-related software and tools (Bloomberg, Aladdin etc.) is preferred Professional certification Actuarial exams or CFA and FRM working in Insurance industry. Effective communication skills to convey technical concepts to non-technical team members. Strong and in-depth understanding of insurance industry Strong and in-depth understanding of investment instruments Superior analytical and problem-solving skills. Outstanding written and verbal communication skills Able to work in a fast pace continuously evolving en

The Spaventa Group (TSG) is a leading investment company located in new New York. We invest across various asset classes in addition to providing investment opportunities to both individual and institutional investors. Our asset management business specializes in investment vehicles focused on alternative assets, including venture capital and real estate, and our advisory business provides traditional financial services including wealth management, investment management, and insurance planning. TSG is actively looking for talented and motivated individuals to become part of our team of outstanding investment professionals. As a company with multiple financial services divisions, TSG offers seasoned financial professionals and those aspiring to enter the finance industry the opportunity to excel in various areas of expertise. Career Opportunities: Investment Specialist TSG Investment Specialists are typically experienced financial professionals with established investor networks that th

The Spaventa Group (TSG) is a leading investment company located in new New York. We invest across various asset classes in addition to providing investment opportunities to both individual and institutional investors. Our asset management business specializes in investment vehicles focused on alternative assets, including venture capital and real estate, and our advisory business provides traditional financial services including wealth management, investment management, and insurance planning. TSG is actively looking for talented and motivated individuals to become part of our team of outstanding investment professionals. As a company with multiple financial services divisions, TSG offers seasoned financial professionals and those aspiring to enter the finance industry the opportunity to excel in various areas of expertise. Career Opportunities: Investment Specialist TSG Investment Specialists are typically experienced financial professionals with established investor networks that th

This person will be working with Investment team for a major Insurance client. The ideal candidate should have hands-on experience in Actuarial /Financial modeling and a strong understanding of the BFSI and Investment instruments. Experience in Clearwater Accounting platform or similar investment accounting platform is a must have Bachelors/master's degree in finance, Investments, actuarial science 5-7+ years experience in Life Insurance/Reinsurance Knowledge of other investment-related software and tools (Bloomberg, Aladdin etc.) is preferred Professional certification Actuarial exams or CFA and FRM working in Insurance industry. Effective communication skills to convey technical concepts to non-technical team members. Strong and in-depth understanding of insurance industry Strong and in-depth understanding of investment instruments Superior analytical and problem-solving skills. Outstanding written and verbal communication skills Able to work in a fast pace continuously evolving envi