Hartford Area Job Listings

Job Listings

Title Associate Accountant

Employer State of Connecticut

Job Location Hartford, CT, US

Introduction 

The State of Connecticut, Office of Early Childhood (OEC) is now accepting applications for two Associate Accountant positions, within the Finance Unit of the Division of Finance and Fiscal/Administrative Services.

What We Offer You:

  • NEW: A Platinum Healthcare Plan, the nation’s best for state employees and dependents, according to a report by Georgetown’s Center on Health Insurance
  • Reform an article by Ellen Andrews, Ph.D., along with comprehensive benefit offerings
  • Retirement plan options
  • Generous paid time off, including 13 holidays
  • A culture that encourages work/life balance
  • Work for a Forbes top company: State of Connecticut Ranked One of the Best Employers of 2023 - State of CT Receives National Recognition for Offering Job Growth, Competitive Benefits, and Flexible Schedule
  • State of Connecticut is an eligible Public Service Loan Forgiveness employer, meaning you may be eligible to have qualifying student loans forgiven after 10 years of service.

Position Highlights:

  • Full time, 40 hours per week
  • First shift, Monday-Friday
  • Hybrid telework opportunities available
  • Monday through Friday
  • Location: 450 Columbus Blvd, Hartford, CT

About Us:

OEC is a unique State agency in Connecticut that helps families with young children achieve better life outcomes. Created in 2013, OEC is called on in its enabling statute to be data-driven, human-centered, and result-focused. We touch the lives of over 200,000 young children, parents, and caregivers annually through our integrated focus on early care and education programs and safety supports, our home visiting programs, and other critical early childhood services. By scale of funding, OEC is one of the largest departments of Connecticut state government, deploying and leveraging approximately half a billion dollars each year in service of vulnerable families and communities. Connecticut is a leader in the coordination of early childhood programs throughout the country. Whereas early childhood programming in most states is fragmented across multiple programs which families must navigate, only a handful of states have created agencies dedicated to integrating support families with young children require and only Connecticut has a clear data-driven mandate. New parenthood and early childhood are extremely important moments in a person’s life and nurturing or harmful experiences during this time can have significant and long-lasting impacts.

The Role:

The Associate Accountant will report to the Supervising Accountant. This position will be a part of a unit of three.

Examples of Duties

  • Establishes and implements accounting sub-systems such as procedures for paying and collecting activities, procedures for issuance of grants, loans or subsidies, establishment of rates or schedules of fees, establishment of account charts for classification of transactions;
  • Maintains fiscal controls by authorizing non-routine expenditures based on management priorities and policies, examining data and making recommendations regarding timing and amounts of expenditures;
  • Manages various phases of budget preparation and control such as preparing estimates of costs of existing or new programs, offices or divisions, preparing budget requests, appropriation schedules, monthly budget reports and year end budget reports;
  • Administers fiscal aspects of grant programs by reviewing funding applications for approval, researching and preparing estimates of costs of proposed grant programs, interpreting grant contracts for approval of grant expenditures, analyzing grantees financial records and reports for compliance with grant expenditure requirements;
  • Monitors fiscal aspects of contract administration by reviewing and interpreting contracts for approval on non-routine expenditures, preparing or approving schedules of fees in regard to specific contracts;
  • Determines priorities;
  • Provides staff training and assistance;
  • Conducts or assists in conducting performance evaluations;
  • Acts as liaison with other operating units, agencies and outside officials regarding unit policies and procedures;
  • May coordinate unit workflow;
  • May assign and review work;
  • May establish and maintain unit procedures;
  • Performs related duties as required.

Knowledge, Skill, and Ability

  • Considerable knowledge of professional accounting principles and practices including governmental accounting and budgeting;
  • Skills interpersonal skills;
  • oral and written communication skills;
  • Considerable ability to analyze and evaluate financial records, methods and procedures;
  • devise and install accounting procedures and systems;
  • Supervisory ability.
  • Seven (7) years of experience in accounting or auditing.
  • One (1) year of the General Experience must have been at the level of an Accountant, an Auditor or an Accounts Examiner with responsibility for the exercise of independent analysis and judgement in the application of professional accounting principles and practices.
    • OR (substitutions allowed) College training in accounting or a closely related field may be substituted for the General Experience on the basis of fifteen (15) semester hours equalling one-half (1/2) year of experience to a maximum of four (4) years for a Bachelor's degree.;
    • A Master's degree in accounting may be substituted for one (1) additional year of the General Experience.
    • Certification in any of the following may be substituted for one (1) year of the General and Special Experience: Certified Public Accountant, Certified Internal Auditor.

Job Posted 1/9/2024

View Full Job Description and How to Apply Visit Website

Title Financial Examiner

Employer Connecticut Wealth Management

Job Location Farmington, CT

What We Can Offer You::

  • NEW: A Platinum Healthcare Plan, the nation’s best for state employees and dependents, according to a report by Georgetown’s Center on Health Insurance Reform an article by Ellen Andrews, Ph.D., along with comprehensive benefit offerings
  • Retirement plan options
  • Generous paid time off, including 13 holidays
  • A culture that encourages work/life balance
  • Work for a Forbes top company: State of Connecticut Ranked One of the Best Employers of 2023 - State of CT Receives National Recognition for Offering Job Growth, Competitive Benefits, and Flexible Schedule
  • State of Connecticut is an eligible Public Service Loan Forgiveness employer, meaning you may be eligible to have qualifying student loans forgiven after 10 years of service.

Position Highlights:

  • Full time, 40 hours per week
  • First shift
  • Hybrid-telework/in-office
  • Monday through Friday
  • Location: 260 Constitution Plaza in Hartford, CT

The Role

The Financial Examiner position will:

  • Independently conduct routine and non-routine examinations and investigations
  • Develop Risk Assessment Profiles and identify issues and trends
  • Independently conduct complex or specialized exams or portions of exams or investigations
  • Assess financial condition and/or regulatory compliance by reviewing financial and operational practices, where documentation is complex and/or deficient
  • Assess apparent violations of applicable laws and contraventions of policy, develop documentation to support findings, and recommend steps to address issues
  • Communicate with entity’s senior management to review issues and findings
  • Conduct enforcement activities such as drafting subpoenas, interviewing witnesses, assisting in negotiating settlement terms, and drafting compliance letters
  • Prepare exam and investigation reports and correspondence
  • Work with prosecuting officials and testify in court or administrative hearings with regard to examinations and investigations
  • Perform related duties as required

Job Posted 12/19/2023

How to Apply Apply

Title Emerging Market Credit Analyst

Employer CVS Health Investment Management

Job Location Hartford, CT/Hybrid

Position Summary 

Emerging Market Credit Analyst responsible for independently conducting comprehensive credit research and providing timely recommendations of Emerging Market sovereign and corporate credits, primarily in Latin America. Analyze country and corporate fundamentals and trends, key operating metrics, quality, and competitive position incorporating ESG factors in overall analysis. Evaluate and interpret current or potential bond holdings relative to a portfolio strategy and recommend appropriate actions based on portfolio requirements. Provide in-depth knowledge and maintain on-going dialogue with Emerging Market Portfolio Manager on investment strategy in a collaborative team environment.

Required Qualifications

  • 5 or more years of investments experience
  • Strong analytical and financial modeling skills
  • Solid communication skills

Preferred Qualifications

  • Direct experience in Emerging Markets, specifically Latin America

Education

Bachelor's degree required; Master's degree or CFA preferred

Link to Apply

https://jobs.cvshealth.com/job/19361743/emerging-market-credit-analyst/

Job Posted: 12/4/2023

Title Associate Financial Examiner

Employer State of Connecticut

Job Location Hartford, CT, US

Introduction 

The State of Connecticut, Department of Economic and Community Development (DECD) is currently recruiting for a Supervising Compliance Specialist (Supervising Accounts Examiner) in the Office of Financial Review and Compliance.

What We Offer You:

  • NEW: A Platinum Healthcare Plan, the nation’s best for state employees and dependents, according to a report by Georgetown’s Center on Health Insurance
  • Reform an article by Ellen Andrews, Ph.D., along with comprehensive benefit offerings
  • Extensive pension plan and supplemental retirement offerings
  • Paid time off including 13 paid holidays per calendar year
  • A culture that encourages work/life balance
  • Professional growth and development opportunities
  • Work for a Forbes top company: State of Connecticut Ranked One of the Best Employers of 2023 - State of CT Receives National Recognition for Offering Job
  • Growth, Competitive Benefits, and Flexible Schedule

Position Details:

  • Full time, 40 hours per week
  • First shift
  • Hybrid-telework/in-office
  • Monday through Friday
  • Location: 260 Constitution Plaza in Hartford, CT

The Role:

The Associate Financial Examiner position will conduct examinations of greater than average difficulty and complexity of the financial entities regulated by the Financial Institution Division at the Department of Banking.

The selected candidate will:

  • Conduct or assist in inquiries, investigations, and/or examinations of greater than average difficulty or complexity of domestic (federally insured banks, uninsured banks, trust banks) and international banks, credit unions, and other financial entities
  • Investigate consumer complaints regarding complex or specialized issues in the conduct and delivery of services by regulated entities as necessary
  • Review, analyze, and assess financial and operational documentation, including bank and financial statements and reports, loan files, investments, management policies, consumer complaints, risk management programs, advertising, licensing information, and other records
  • Investigate, research, and document apparent violations of applicable laws and contraventions of policy
  • Interact and communicate with both industry as well as internally to review issues and findings
  • Write reports and communicate report findings to stakeholders in examination and application processing
  • Collect and analyze information relating to the application review process including financial and operational documentation, compliance with statutes, etc
  • Analyze and assess financial institutions' compliance with federal and state laws and regulations
  • Learn and utilize the elicense system, and the other federal agency examination systems used in conducting examinations
  • Explain laws and agency regulations to members of the general public
  • Lead other team members, manage workflow, and assign tasks to less experienced staff
  • Provide feedback on training materials and standard operational documentation
  • Perform related duties as required

Job Posted 10/18/2023

View Full Job Description and How to Apply Visit Website

Title Portfolio Accountant (Hybrid)

Employer Conning

Job Location Onsite twice a week, Hartford CT Office.

Essential Responsibilities:

  • Reconcile daily all investment activity between our internal accounting system and the custodian ensuring the integrity of the data and provide available funds to the Portfolio Manager for investment.
  • Prepare month-end reports to clients in a timely and accurate manner. This includes general ledger entries and custom/client-specific reports.
  • Reconcile monthly positions between our internal accounting system and the custodian investment account, researching and resolving any out-of-balances in a timely manner.
  • Work closely with both Portfolio Management and the clients to ensure that all accounting/reporting requirements are met and communicated to each party.
  • Prepare regulatory investment schedules, footnotes, interrogatories, and tax reports on a quarterly and annual basis in a timely and accurate fashion.

Requirements:

  • College undergraduate degree in Accounting or Finance preferred
  • 2+ years of previous work experience preferably in investment accounting or similar field (Insurance company a plus)
  • Basic understanding of financial statements
  • Working knowledge of PC's, preferably Microsoft Excel and Word
  • Excellent interpersonal skills to interface with clients and staff
  • Good analytic and problem-solving skills
  • Detail oriented
  • Ability to communicate effectively in both written form and orally
  • Ability to work under strict time constraints, and prioritize workload
  • Possesses a solid team orientation and willingness to work overtime
  • Exhibits the ability to work independently in problem research and resolution

Decision Making Level/Position Latitude:

  • Independently interfaces with clients to answer questions and provide accounting alternatives
  • Independently resolves most reconciliation issues; requires supervision to identify complex reconciliation issues

Commitment to Diversity, Equity and Inclusion

Our company embraces the principles of diversity, equity and inclusion; our employees can bring the best version of themselves to work every day. We thrive in an environment where everyone’s voice is heard, every idea counts, and the differences of our employees are valued. We provide reasonable accommodations to those who need them. We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity, status as a veteran, and basis of disability or any other federal, state or local protected class.

Job Posted 10/30/2023

How to Apply Apply

Title Research Analyst

Employer New England Asset Management (NEAM)

Job Location Hartford, CT

Position Description 

The Structured Securities group is seeking an early career Research Analyst to support multiple debt securitized products sectors and internal processes. Reporting to the Head of Structured Securities, the Research Analyst is responsible for various data gathering, report preparation, security surveillance, and cash flow preparation and stress testing scenario analysis. A major focus for this role is working with, organizing, and analyzing large amounts of data. Proficiency with SQL and VB/VBA to analyze large datasets, critical thinking to evaluate results, and time management skills to work on multiple projects simultaneously are required. Sitting on the trading desk and working in a team-based environment, the position will provide ample opportunity to learn and develop a deep understanding of multiple securitized products sectors. In a client focused culture, the Research Analyst will support other functional areas of the firm to address client requests, inquiries and needs in a timely fashion.

Responsibilities Include:

  • Develop proficiency in existing analytical systems and processes being used by the structured products group; demonstrate initiative recommending enhancements and improvements to processes and systems.
  • Maintain, update, and query large loan datasets used for credit analysis.
  • Provide analytical and programming support to the trading desks using SQL, VB/VBA, and/or other programming tools for data aggregation, analysis, and automation.
  • Perform regular investment surveillance analysis, periodic cash flow stress testing, model-based scenario analysis and reporting.
  • Prepare written analysis and research under the direction of the more senior analysts.

Qualifications, Education and Experience:

  • Bachelor’s degree with major in quantitative fields like Science, Mathematics, Engineering, Economics, Statistics etc.
  • CFA/MBA highly preferred or progress towards one a plus
  • High level of academic achievement
  • Relevant work (1-5 years) or internship experience in asset backed and/or fixed income markets strongly preferred.
  • Ability to query/update database using SQL, creating automation functionality using VB/VBA required. Familiarity with other programming interfaces a plus
  • Strong quantitative and technical skills, with a willingness to expand these skills (Access, Advanced Excel, SQL, VB/VBA, and C#)
  • Ability to work within a fast-paced, team environment
  • Desire to initiate projects in response to observed needs, self-starter
  • Intellectual curiosity, critical thinking, keen attention to detail and strong desire to learn
  • Effective oral and written communication skills
  • Strong work ethic and high degree of integrity and credibility
  • Comfortable supporting and working closely with others in a team oriented collegial environment

Contact: To apply, visit https://genre.csod.com/ux/ats/careersite/3/home?c=genre

Date Posted 10/27/2023

Title Supervising Compliance Specialist (Supervising Accounts Examiner) with the Department of Economic and Community Development

Employer State of Connecticut

Job Location Hartford, CT, US

Introduction 

The State of Connecticut, Department of Economic and Community Development (DECD) is currently recruiting for a Supervising Compliance Specialist (Supervising Accounts Examiner) in the Office of Financial Review and Compliance.

What We Offer You:

  • Work for a Forbes top company - ‘Forbes’: State of Connecticut Ranked One of the Best Employers of 2023 - State of CT Receives National Recognition for Offering Job Growth, Competitive Benefits, and Flexible Schedule
  • A competitive starting salary
  • Excellent state benefit package, including health and dental coverage
  • Generous paid time off, including 13 paid holidays per calendar year, in addition to vacation, sick, and personal leave accruals
  • Retirement plan options, group life insurance, and other supplemental benefits
  • Alternate work schedules
  • A culture that encourages work-life balance
  • State of Connecticut is an eligible Public Service Loan Forgiveness employer, meaning you may be eligible to have qualifying student loans forgiven after 10 years of service. Click here for more information.

Position Details:

This is a full-time, 40 hours per week, Monday through Friday position. The position is hybrid but on office days you will report to 450 Columbus Boulevard, Hartford

Position Responsibilities:

This position will supervise assigned agency staff in monitoring compliance with state and federal contractual agreements. This position will also verify the completion of project milestones to determine whether financial incentives (grants, loans, tax credits, etc.) have been earned. The ideal candidate will review and update existing monitoring & compliance procedures and amend the procedures if necessary to meet Federal and State program regulations.

  • Establish and update monitoring and compliance procedures;
  • Review state and federal laws and regulations for programmatic requirements;
  • Supervise staff, assign, and review field work;
  • Review project expenditure data and issue close-out certificates;
  • Conduct corporate employment audits;
  • Conduct performance audits and issue tax credit certificates;
  • Review state and federal single audits submissions;
  • Communicate with businesses, non-profits and municipalities on audit and compliance requirements;
  • Review contracts and funding agreements for audit/ compliance requirements;
  • Monitor reporting and audit deadlines and ensure their timely submission
  • Work with outside CPAs in the completion of contractual audits
  • Carefully track
  • Develop an “audit program” for the various compliance areas
  • Write monitoring reports to document the results of compliance and monitoring field work of each entity reviewed
  • Track the resolution of findings and concerns listed in the monitoring reports and conduct follow-up monitoring to provide reasonable assurance that corrective actions have been implemented

Who We Are

The Office of Financial Review and Compliance underwrites economic and community development projects to be funded by the department and is responsible for compliance monitoring to assure adherence to state and federal statues, regulations and contractual requirements. This is a support unit for all DECD’s programs.

Job Posted 10/5/2023

How to Apply Visit Website

Title Investment Management Analyst, Performance & Attribution

Employer Conning

Job Location Hartford, CT, US

Position Description

Prepare, analyze and deliver portfolio risk and performance reports from various portfolio risk and performance measurement and attribution systems to provide portfolio insight. Perform data validation and exception processing. Provide support to users of these reports across investment management, marketing groups, and clients.

Responsibilities:

  • Prepare monthly and quarterly client performance presentation reports. Support ad-hoc reporting requests from clients.
  • Perform calculations, analysis, research, and report preparation to support performance measurement, risk, and portfolio management processes and tools.
  • Monitor performance data workflow, processes, and systems. Identify ways to maintain accuracy, reduce risk and improve efficiency.
  • Identify, research, and resolve investment performance and performance attribution data anomalies, system issues and/or client inquiries.
  • Support the creation and analysis of performance output for marketing brochures, new client presentations, requests for proposals, consultant questionnaires, etc.
  • Support ad hoc client requests and prospect proposals for portfolio and benchmark performance, characteristic and analytical data.
  • Support global investment initiatives through participation in projects, development and implementation of new initiatives, process reviews and/or system enhancements.

Requirements:

  • Bachelor's degree, or equivalent, in accounting, finance, economics or business
  • Prefer candidates with prior investment performance, analytics and/or GIPS experience
  • Prefer candidates who are actively pursuing or have CIPM, CFA, MBA etc.
  • Demonstrate understanding of investment asset types such as Fixed Income Instruments, Derivative Instruments and Equities
  • Experience with industry tools such as BISAM B-One, SimCorp Dimension, Bloomberg/PORT, and/or similar performance/investment related tools
  • Strong analytical skills and the ability to apply those to systems (SQL, Visual Basic, Excel)
  • Solid interpersonal, teamwork and relationship-building skills
  • Must be precise, thorough and detail oriented
  • Desire to work in a fast-paced environment

Commitment to Diversity, Equity and Inclusion

Our company embraces the principles of diversity, equity and inclusion; our employees can bring the best version of themselves to work every day. We thrive in an environment where everyone’s voice is heard, every idea counts, and the differences of our employees are valued. We provide reasonable accommodations to those who need them. We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity, status as a veteran, and basis of disability or any other federal, state or local protected class.

Job Posted 8/21/2023

How to Apply Visit Website

Title Associate Financial Examiner

Employer State of Connecticut

Job Location Hartford, CT, US

Introduction 

The State of Connecticut, Department of Economic and Community Development (DECD) is currently recruiting for a Supervising Compliance Specialist (Supervising Accounts Examiner) in the Office of Financial Review and Compliance.

What We Offer You:

  • NEW: A Platinum Healthcare Plan, the nation’s best for state employees and dependents, according to a report by Georgetown’s Center on Health Insurance
  • Reform an article by Ellen Andrews, Ph.D., along with comprehensive benefit offerings
  • Extensive pension plan and supplemental retirement offerings
  • Paid time off including 13 paid holidays per calendar year
  • A culture that encourages work/life balance
  • Professional growth and development opportunities
  • Work for a Forbes top company: State of Connecticut Ranked One of the Best Employers of 2023 - State of CT Receives National Recognition for Offering Job
  • Growth, Competitive Benefits, and Flexible Schedule

Position Details:

  • Full time, 40 hours per week
  • First shift
  • Hybrid-telework/in-office
  • Monday through Friday
  • Location: 260 Constitution Plaza in Hartford, CT

The Role:

The Associate Financial Examiner position will conduct examinations of greater than average difficulty and complexity of the financial entities regulated by the Financial Institution Division at the Department of Banking.

The selected candidate will:

  • Conduct or assist in inquiries, investigations, and/or examinations of greater than average difficulty or complexity of domestic (federally insured banks, uninsured banks, trust banks) and international banks, credit unions, and other financial entities
  • Investigate consumer complaints regarding complex or specialized issues in the conduct and delivery of services by regulated entities as necessary
  • Review, analyze, and assess financial and operational documentation, including bank and financial statements and reports, loan files, investments, management policies, consumer complaints, risk management programs, advertising, licensing information, and other records
  • Investigate, research, and document apparent violations of applicable laws and contraventions of policy
  • Interact and communicate with both industry as well as internally to review issues and findings
  • Write reports and communicate report findings to stakeholders in examination and application processing
  • Collect and analyze information relating to the application review process including financial and operational documentation, compliance with statutes, etc
  • Analyze and assess financial institutions' compliance with federal and state laws and regulations
  • Learn and utilize the elicense system, and the other federal agency examination systems used in conducting examinations
  • Explain laws and agency regulations to members of the general public
  • Lead other team members, manage workflow, and assign tasks to less experienced staff
  • Provide feedback on training materials and standard operational documentation
  • Perform related duties as required

Job Posted 10/18/2023

View Full Job Description and How to Apply Visit Website

Title Associate Client Strategist (Portfolio & Relationship Management)

Employer New England Asset Management (NEAM)

Job Location Hartford, CT

Position Description 

The Associate Client Strategist is responsible for working with Senior Client Strategists to help with servicing our clients’ needs and to learn the day-to-day portfolio management and relationship management of designated insurance clients. The successful candidate will possess excellent communication skills to articulate economic, capital market, and portfolio commentary for their clients as well as strong analytical skills to effectively manage portfolios. The successful candidate will have a demonstrated history of utilizing internal client resources effectively to serve external clients to the best of the firm’s ability.

Department Description

The Client Strategy group is responsible for delivering investment and capital management services to clients. The members of the Client Strategy group are the day-to-day contacts for NEAM's insurance company clients and lead the internal client teams. They are responsible for the relationship management and client portfolio management functions which include the application of NEAM investment policy to specific client portfolios and having intimate knowledge of the day-to-day activities in the portfolio, client guidelines, risk tolerance, and unique requirements. Their specific focus is to effectively provide service that result in maintenance and growth of assets under management with their client. The Client Strategist will represent the firm at regular client board and investment committee meetings and report on economic and capital market developments, investment strategy, portfolio activity, and performance results.

Qualifications, Education, Experience

The successful candidate will possess a minimum of two years of relevant industry-related experience. This individual will possess a client service mentality, strong written and oral communication skills, and have an ability to make a lasting impression on clients. In addition, this individual will have:

  •  A capital markets orientation.
  • An understanding of a wide variety of fixed income assets including Corporates, Municipals, and Structured Securities. A familiarity with Common and Preferred Stock is a plus.
  • Demonstrated ability to listen and assimilate information in the context of providing solutions using client services.
  • Ability to think quickly and offer creative solutions to problems.
  • Demonstrated professionalism, team orientation, and a strong work ethic
  • Proven ability to think creatively.
  • Must be comfortable in a team oriented collegial environment that prizes strong individual contribution.
  • Travel may be required domestically.

Education: Bachelor’s degree in a related field is required.

Certification: CFA or progress towards completion preferred.

Contact: Please submit your resume to: beth.andrew-berry@neamgroup.com

Date Posted 8/9/2023

Title Sales Operations Specialist (Hybrid)

Employer Conning

Job Location Hartford, CT, US

Position Description This position reports to the Head of Sales Operations and provides sales and marketing support for sales and consultant relations. Duties include responding to prospect, client and consultant requests, completing consultant databases and questionnaires by stated deadlines, aiding in responding to Request for Proposal (RFPs), producing presentations and marketing collateral, and related sales and marketing activities. This position will also interact with members within Business Development as well as other units of Conning.

Essential Responsibilities:

  • Work with various business units (marketing, portfolio management, credit research, etc.) to create consultant and prospect meeting presentations, complete quarterly questionnaires, including requests for data, and other ad hoc requests. Produce materials that are compliant with SEC, FINRA and GIPS compliance rules and regulations
  • Maintain consultant databases with quantitative and qualitative information while ensuring data accuracy and completeness
  • Conduct competitive analysis on Conning strategies relative to peers using tools such as eVestment Alliance and Mercer MPA Insight
  • Create and run customized reports such as pipeline reports and prepare activity reports for senior management and briefing memos for internal meetings
  • Be proficient with Salesforce, Qvidian, Upslide, eVestment and other systems necessary to be efficient and effective
  • Work on ad hoc projects and be knowledgeable of components of quarterly census data for presentations, questionnaires and RFPs

Requirements:

  • Bachelor’s degree or relevant sales/marketing experience with an investment management organization or other financial services firm
  • Experience with Salesforce, Qvidian, Upslide, eVestment or similar database desirable
  • Understanding of inner workings of investment strategies, spot inconsistencies / errors in language and data used
  • Knowledge of the insurance industry and the investment consultant marketplace desirable
  • Ability to adhere to deadlines and prioritize tasks
  • Able to adapt to a fast-paced, ever-changing environment with occasional non-traditional hours to meet deadlines
  • Strong analytical skills required
  • Outstanding skill with Microsoft Office applications required
  • Excellent communication, interpersonal including team-orientation and humility
  • High degree of professionalism, organizational and time management skills, with the ability to work well under pressure while managing multiple responsibilities
  • Commitment to a team-oriented environment and a willingness to openly share ideas and use the expertise of others to generate new ideas
  • Strong reasoning ability
  • Able to balance long-term projects against daily tasks
  • Willing and able to seek help and additional guidance as needed

Commitment to Diversity, Equity and Inclusion

Our company embraces the principles of diversity, equity and inclusion; our employees can bring the best version of themselves to work every day. We thrive in an environment where everyone’s voice is heard, every idea counts, and the differences of our employees are valued. We provide reasonable accommodations to those who need them. We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity, status as a veteran, and basis of disability or any other federal, state or local protected class.

Job Posted 7/31/2023

How to Apply Visit Website

Title Business Development/RFP Specialist (Hybrid)

Employer Conning

Job Location Hartford, CT, US

Position Description Support the Business Development team by using firm-wide resources to respond to Request for Proposal (RFPs), update strategy presentations, maintain quarterly statistics, and update CRM systems including RFP, consultant and presentation databases. The position requires expertise in Microsoft Word, Excel, and PowerPoint and excellent proof-reading skills as well as the ability to juggle multiple tasks and changing priorities. The ideal candidate should have strong writing/editing skills, and prior experience in producing RFP responses.

This role provides an opportunity to develop strong relationships with experts across all areas of the firm including the most senior leadership within Conning. This position also offers the successful candidate the ability to develop strong investment knowledge and the ability to directly support revenue generation for the firm.

Essential Responsibilities:

    Database Management:
  • Work with global sales force to understand client needs and to create customized RFP responses and strategy presentations that highlight the firm’s strategic and competitive advantage.
  • Maintain Conning’s RFP database (Qvidian) by proactively identify and update expired or outdated content.
  • Identify process improvements that will create more efficient methods of gathering, sorting and accessing language and data within the database.
  • Update consultant database with qualitative information to ensure consistency with RFP responses.
    Project Management:
  • Work with various business units (portfolio management, credit research, etc.) to create high quality, comprehensive presentations, proposals and other similar requests from concept to client-ready documents.
  • Assign and delegate RFP questions with clear deadlines, monitor progress and adjust as needed.
  • Proofread and format all final versions to achieve professional and polished client-ready documents.
  • Proactively source RFPs for new business opportunities via industry search engines and websites.
    Business Development Reporting:
  • Responsible for monthly and quarterly census data updates for presentations and RFPs while ensuring data accuracy and completeness; updates include assets, personnel, performance, and qualitative information.
  • Compile and generate monthly and quarterly reports using SalesForce.com. for board meetings, compliance, and senior management.

Requirements:

  • Bachelor’s degree or relevant RFP experience with an investment management organization or other financial services firm
  • Experience with Salesforce, Qvidian, Upslide, eVestment or similar database desirable
  • Ability to manage projects consistently with prompt follow-through in a fast-paced environment.
  • Strong written, oral communication and project management skills.
  • Understanding of inner workings of investment strategies, spot inconsistencies / errors in language and data used
  • Knowledge of the insurance industry and the investment consultant marketplace desirable
  • Ability to adhere to deadlines and prioritize tasks
  • Able to adapt to a fast-paced, ever-changing environment with occasional non-traditional hours to meet deadlines
  • Strong analytical skills required
  • Superior skill with Microsoft Office applications required
  • Excellent communication, interpersonal including team-orientation and humility
  • High degree of professionalism, organizational and time management skills, with the ability to work well under pressure while managing multiple responsibilities
  • Commitment to a team-oriented environment and a willingness to openly share ideas and use the expertise of others to generate new ideas
  • Strong reasoning ability
  • Able to balance long-term projects against daily tasks
  • Willing and able to seek help and additional guidance as needed

Commitment to Diversity, Equity and Inclusion

Our company embraces the principles of diversity, equity and inclusion; our employees can bring the best version of themselves to work every day. We thrive in an environment where everyone’s voice is heard, every idea counts, and the differences of our employees are valued. We provide reasonable accommodations to those who need them. We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity, status as a veteran, and basis of disability or any other federal, state or local protected class.

Job Posted 7/31/2023

How to Apply Visit Website

Title Portfolio Management

Employer Conning

Job Location Hartford, CT, US

Position Description 

Lead client portfolio manager for assigned insurance asset management clients. Responsible for managing the client relationship in a team approach, with strategy portfolio managers, analysts, and traders. The candidate must have a minimum of 5 years capital market experience, with demonstrated knowledge of and experience in all fixed income sectors including corporate bonds, municipal bonds, and structured securities. Experience with preferred and common stocks a plus. A broad understanding of the economic and capital market theory and conditions, as well as insurance company portfolio management is needed. Excellent communication and presentation skills required, as the successful candidate will be representing the firm at client board and investment committee meetings, reporting on economic conditions, portfolio activity and strategy, and portfolio performance results.

Responsibilities

  • Primary relationship manager with client senior management, including Treasurer, Chief Financial/Investment Officers, and Presidents of client companies.
  • Work in a team-oriented environment to bring optimal results to our clients. Collaborate closely with insurance solutions, strategy portfolio management, fundamental analysis, trading, risk management, insurance research and accounting groups to design and execute client specific investment strategies.
  • Develop customized portfolio and operational strategies, given appropriate client input, with internal content expert teams.
  • Work with colleagues to deliver client specific analysis and investment reports, including monthly and quarterly finance/investment committee reports, support for AM Best ratings meetings, investment income forecasting and portfolio repositioning analysis.
  • Meet regularly with clients (manager and board members, as needed) both remotely and in-person to keep clients informed of the current and future economic outlook, portfolio activity and investment results.
  • Act as liaison between clients and other parts of Conning, as appropriate.

Requirements

  • Bachelor’s Degree (preferably in Finance, Mathematics or Economics) and/or MBA.
  • CFA designation or in-process preferred.
  • 5-years minimum experience in fixed income investment management.
  • Ability to work effectively in a collaborative, team-oriented environment.
  • Knowledge of investment and accounting issues as they relate to the management of insurance company fixed income and equity investments.
  • Travel to client or prospect meetings is required, as needed.
  • Excellent quantitative and qualitative analytic skills.
  • Excellent oral and written communication skills
  • Collaborative, team-oriented person
  • Conning offers a broad array of benefits and the compensation package is commensurate with experience.

Commitment to Diversity, Equity, and Inclusion

Conning is an equal opportunity employer. Our company embraces the principles of diversity, equity, and inclusion; our employees can bring the best version of themselves to work every day. We thrive in an environment where everyone’s voice is heard, every idea counts, and the differences of our employees are valued. We provide reasonable accommodations to those who need them. If you are unable to complete this application due to a disability, contact us to ask for an accommodation or an alternative application process.

We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity, status as a veteran, and basis of disability or any other federal, state, or local protected class.

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Job Posted 7/11/2023

Title Corporate Credit Analyst (Hybrid)

Employer Conning

Job Location Hartford, CT

Position Description 

Utilize credit research expertise to provide fundamental credit and relative value opinions on assigned industries and companies, and their respective fixed-income securities. Provide recommendations for portfolio allocation among industry groups. The Credit Analyst will be responsible for sector coverage within Industrials and will work with portfolio managers and traders to develop investment strategies for corporate bonds.

Essential Responsibilities

Independently perform in-depth quantitative and qualitative analysis regarding the credit worthiness of assigned companies within specific industry sectors. Assign and maintain internal target credit ratings and fundamental outlooks. Interact with company management, rating agencies and sell-side analysts, both fixed income and equity. Identify and analyze external macro and industry-specific factors which will impact the creditworthiness of companies. Develop an awareness of industry and capital market issues, trends and pricing so that relative value investment recommendations can be made on a comparative basis. Communicate credit recommendations via conversations with, and presentations to, senior credit analysts, portfolio managers and traders.

  • Must have 5+ Years of experience in analyzing the credit worthiness of companies (Investment Grade or High Yield); specific knowledge of Industrial credit sector would be a plus.
  • Credit analysis experience in a buy-side, sell-side, rating agency or insurance company environment would be preferable.
  • Strong analytical and communication skills, both written and verbal; ability to effectively communicate and relay ideas and recommendations.
  • Ability to work effectively with portfolio managers and traders, and as part of a team that includes other analysts.
  • Technical skills using Bloomberg, FactSet, Excel, and/or S&P Capital IQ, a plus.
  • CFA designation (or progress towards) a plus.

Conning offers a broad array of benefits and compensation package is commensurate with experience.


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Job Posted: 6/7/2023

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