Hartford Area Job Listings

Title Associate Investment Analyst; CFA or CFA Candidate

Employer Omnica Wealth, a financial planning and wealth management company

Location: Glastonbury, CT

POSITION SUMMARY

Support our wealth management firm’s Chief Investment Officer to provide investment analysis, oversight, and portfolio management of all assets managed by the company. Candidate will periodically meet with advisors and their clients to review current investment markets and clients’ portfolios. You will be expected to stay current with the investment markets and the economy and be able to disseminate that to clients and advisors.

Investment Support

• Review client and prospective client’s portfolios to support advisors and CIO.
• Help oversee and execute end of year monitoring leading to possible portfolio rebalancing or tax capital loss or gain harvesting.
• Help monitor the overall client investment process, including preparing client meeting materials and investment reviews.
• Meets with investment company wholesalers and strategic partners as needed to stay current on existing manager portfolios and new opportunities.
• Stays current with markets and assists with disseminating to advisors and clients.
• Monitor client portfolio performance for areas of deficiency and help institute changes.
• Provide ongoing support and investment review to our retirement plan advisor regarding all company advised Retirement Plans.
• Prepare materials for the Investment Committee (IC) meetings; contribute to discussion and decision-making, and document ICs changes and recommendations.
• Monitor, update, and maintain focus list of investment options.
• Contribute to Investment Department projects, priorities, and strategic initiatives.
• Prepare investment observations and recommendations for client and prospective client meetings.
• Place trades and rebalance accounts based on investment committee decisions.
• Participate in team meetings as scheduled.
• Collaborate and support team members as needed.

Required Education and Experience

• Bachelor’s degree in business, finance or other related field.
• Minimum of three years of experience in wealth management, investment, or financial planning in a similar or supportive role as outlined above.
• CFA or CFA candidate.

Required Knowledge, Skills, and Abilities

• Comfortable participating in meetings with financial advisors and clients
• Superior analytical and quantitative skills, coupled with good judgment and qualitative insight.
• Responsiveness, excellent communication and listening skills, with the ability to function well as part of a team.
• Ability to take initiative and work independently to drive project outcomes.
• Proficiency in Y-Charts, Morningstar, Excel, PowerPoint, CRM, and Outlook

Physical Requirements and Working Conditions

• Working conditions are normal for an in-office environment.
• Omnica Wealth is an in-office company with opportunity for one-day per week work from home. We foster a great culture of teamwork, excellence, and personal and career development.

Posted: November 5, 2025

To apply, please send resumes to: Dave at dweigiert@omnicawealth.com

Title Wealth Management Investment Coordinator

Employer Amon & Associates

Location: Glastonbury, CT

POSITION SUMMARY

Serves as a bridge between the Investment side of operations and the Planning team to manage client needs. Supports Managing Partners and Service Advisors on the strategy development and implementation and management of investments. Stays current and updates team of investment products and changes. Coordinates planning and strategy with Planning Team.

Investment Support

• Coordinates the overall investment strategy and investment maintenance for clients.
• Researches and analyzes client investment strategies, including producing spreadsheets, gathering data, etc. to support Managing Partner and/or Service Advisors in recommendations.
• Creates road map, risk tolerance profile, and proposal for new clients. Works with Service Coordinators for client paperwork as needed
• Oversees end of year and other periodic investment requirements/monitoring
• Monitors RedTail activities and Whiteboards for investment-related tasks and follows up with clients and/or team members as needed to ensure tasks are completed in a smooth and timely manner.
• Coordinates the overall client investment process, including preparing client meeting materials and investment reviews, completing assigned action items, and following up with other staff and client to ensure action items are completed.
• Investigates potential implementation strategies, insurance products, investment products, or other elements for inclusion in investment strategies; presents analysis and recommendations to Managing Partners.
• Works closely with internal and external wholesaling and strategic partners as well as centers of influence.
• Stays current with market updates to assist with strategic recommendations.
• Reviews client performance to look for areas that may need to be modified.
• Works with Advisors and Planning Team as needed to complete new client analysis and discuss observations/recommendations.
• Supports Service Coordinator Team with investigation/resolution of complex investment issues as needed.
• Monitors strategy implementation to ensure accuracy.
• Coaches/Trains Service Coordinators through questions and/or challenges.
• Ad hoc Investment Related Projects as needed.

Financial Planning Support

• Supports planning team on production of investment analysis
• Coordinates investment observations and recommendations into client plans and implementation checklists.
• Works with planning team to monitor clients progress against their plan and periodically update/renew.
• Reviews/approves investment planning within plans with assistance of Managing Partner.
• Creates and manages the practice’s eMoney templates/reports for Investment Planning.
• Working with Planning Team to review/confirm Investment assumptions within 360/eMoney.
• Supports clients with 360/eMoney dashboard/links.

Retirement Plan Support

• Provides outstanding ongoing support and maintenance of all Retirement Plans (401(k)s, Cash Balance Plans, etc.)
• Coordinates with Plan vendors regarding pricing, client communications, etc. for plan setup and amendments.
• Ensures client’s maintain ongoing compliance requirements as Plan sponsors.
• Coordinates (along with Service Advisor as needed) open enrollment meetings. Presents information to employees or supports presenter from plan vendor.
• Assists employees with enrollment.
• Acts as point of contact for client owners and employees.
• Coordinates design and implementation of new Retirements plans. This includes coordinating client, vendor, TPA, Service Coordinators, and compliance needs, with assistance of Managing Partners/Service Advisors.

Meeting Preparation

• Supports preparation of materials for client meetings, including the agenda, investment observations and recommendations, required data, and presentations.
• Works with Service Coordinators to create/request investment and insurance paperwork as needed.
• Produces client recommendations, strategies, cash flow plans, road maps, and proposals along with Managing Partners.
• Supports client meetings, documents decisions and action items where needed, and coordinates follow up with other staff and clients to ensure deadlines and quality control standards are met.

Client Service

• Provides exceptional customer service (proactive and reactive) within our service standards by email, phone, and written correspondence.
• Stays current with market updates, industry trends, products and solutions, platforms and managers.
• When necessary, places trades and rebalances accounts.
• Works with Service Coordinators to ensure all appropriate product training, state licensing, carrier appointments, CE, etc. is completed.
• Maintains and Updates the Redtail CRM database as necessary.
• Adheres to the practice’s electronic file retention process.
• Looks to create/implement/improve processes where necessary.
• Updates internal processes relating to the Investment Coordinator position.
• Maintains up-to-date working knowledge of technology utilized in role (ex. eMoney, Redtail CRM) and learns new technology to support the practice, as needed.
• Participates in team meetings.
• Assists with special projects and performs additional duties as assigned.
• Collaborates with team members as needed to support the team.

Education, experience, knowledge, skills, and other requirements

• Required Education and Experience
• Bachelor’s degree in business, finance or related field, or equivalent additional experience
• At least five years of experience in wealth management/financial planning as client-facing lead advisor
• Series 7, Series 63 and 65, or Series 66 registered and insurance licensed; CFP or in progress
• Expertise in investment management

Required Knowledge, Skills, and Abilities

• Self-Starter
• Inquisitive
• Detail-Oriented
• Organization - Process, time management, neatness/ know where things are
• Follow up/Vocalization
• Forethought / Ability to see and understand big picture
• Proficiency in Microsoft Word, OneNote, Excel, PowerPoint, and Outlook
• Experience in Redtail CRM and eMoney is preferred
• Extraordinary customer service; genuine interest in caring for clients
• Professional oral and written communication skills
• Strong math, basic accounting, research, and analysis skills
• Efficient, process oriented, looks for ways to improve the practice
• Ability to multi-task, prioritize, and manage time effectively
• Pragmatic problem solver
• Goal oriented, self-motivated, and results driven
• Ability to work independently and as part of a small, collaborative team
• Readiness to roll with changes and pitch in to do what needs to be done

Physical Requirements and Working Conditions

• Working conditions are normal for an office environment. Must be able to operate computer for most of workday with appropriate rest periods
• Valid driver’s license and driving record which meets Company insurance carrier requirements

Nothing in this job description restricts management's right to assign or change responsibilities of this job
at any time.

Posted: August 5, 2025

To apply, please send resumes to: Stefany.Gonzalez@Amon360.com

Title Supervising Accountant

Employer State of Connecticut, Department of Economic and Community Development (DECD)

Recruitment# 250723-6332AR-001

POSITION HIGHLIGHTS

Full time, 40 hours per week
Monday through Friday
8:00 am to 4:30 pm
Located at 450 Columbus Blvd in Hartford, CT
This hybrid position is eligible to apply for telework in accordance with the Telework Policy.

Applications are being accepted today through August 11, 2025 at 11:59 p.m. Please let me know if you have any questions.

The State of Connecticut, Department of Economic and Community Development (DECD), is accepting applications for a Supervising Accountant in the Office of Financial Review and Compliance.

WHAT WE OFFER

• Visit our new State Employee Benefits Overview page!
• Work at a Forbes-recognized company! Connecticut is proud to be featured on both America's Best Employers by State and Best Employers for New Grads in 2024. With our dynamic job market and commitment to fostering a thriving workforce, Connecticut stands out as a top destination for both seasoned professionals and fresh graduates seeking to launch their careers.
• Professional growth and development opportunities
• A healthy work/life balance to all employees

Posted: July 28, 2025

To learn more and apply, Click Here

Title Investment Officer

Employer State of Connecticut Office of the State Treasurer

The Role
Under the direction of the Principal Investment Officer – Public Equities and their team, the Investment Officer assists in the management of global equity investments in adherence with all aspects of the Investment Policy Statement. The position will be primarily focused on the CRPTF’s global equity investments managed by external investment managers.

Examples of Duties:

• Supports the oversight and management of investments in the CRPTF’s global equity portfolio.
• Screens, evaluates, selects, and monitors external investment managers.
• Supports Principal Investment Officer and leadership with diligence on potential investments.
• Conducts analysis of external investment managers.
• Performs investment-related tasks necessary for the administration and operations within the Pension Fund Management Division.
• Supports investment officers and leadership with monitoring and oversight of investment fund managers, consultants, and custodians.
• Supports the preparation of internal memorandums and presentations.
• Assists with contracting for investment and service contracts.
• Conducts periodic reviews of ongoing investment programs.
• Reports and reconciles various operations, accounting, and performance data.
• Creates, monitors, analyzes, and interprets reports.
• Assists in the decision-making process on priorities of investment options.
• Supports investment officers and leadership in managing risk exposure.
• Analyzes and develops asset allocation plans.
• Monitors asset performance and conducts modeling and attribution analysis.
• Performs related duties as required.

Knowledge, Skills, and Abilities

Strong candidates for the Investment Officer-Public Equities position will possess the following:

• Demonstrable knowledge of: Investment practices and procedures; Investment terminology; Analysis of Global Equities investments
• Demonstrable interpersonal and communication skills, including the ability to interact with colleagues, investment managers, and other internal and external constituents.
• Demonstrable experience with Excel and other Microsoft Office programs.
• Analytical skills, including fundamental analysis of public equities and the preparation of financial and analytical reports.
• The ability to work independently and appropriately prioritize multiple tasks.
• Strong attention to detail, including the ability to analyze the risk and performance of external investment managers.
• Understanding of legal documentation/contracts/amendments related to investments.

Minimum Qualifications

• Nine (9) years of experience working in an investment management, pension, endowment or equivalent environment performing public equity investment related functions.
• College training in a major/minor closely related to the finance, accounting, real estate, economics or other related field of study, may be substituted for the General Experience on the basis of fifteen (15) semester hours equaling one-half (1/2) year of experience to a maximum of four (4) years for a Bachelor’s degree. Graduate degree or CFA preferred.

To Apply:

• Interested and qualified candidates are invited to submit a resume and cover letter to Yvonne Welsh (Yvonne.Welsh@ct.gov) with a subject line referencing “Investment Officer- Public Equities.”
• Applicants invited to interview may be required to submit additional documentation, which supports their qualification(s) for this position. At the discretion of the Office of the State Treasurer, these documents may include writing samples, professional references, college transcripts, verification of certification or licensure, etc.

Posted: July 3, 2025

This position is an appointed position that serves at the pleasure of the Treasurer. This position is in the unclassified service and is not covered by the terms of a collective bargaining agreement.

Title Financial Planner

Employer Connecticut Capital Management Group, LLC

Job Location Milford, CT primarily in-office, with work from home flexibility

The Opportunity
We’re looking for a Financial Planner who is passionate about life cycle planning, guiding clients through every stage of life with thoughtful, personalized advice. This role will involve developing out, implementing, and refining the new life cycle financial planning curriculum our team is launching. You’ll work alongside a team to create and implement tailored financial plans that address not only investment strategies, but also retirement, tax, estate, insurance, and life planning needs. This is an ideal role for someone who is both analytically strong and empathetic—someone who listens deeply and crafts plans that truly reflect a client’s unique goals and values.

What You’ll Do:

• Lead comprehensive discovery and planning meetings to understand clients’ values, goals, and relationships.
• Build financial plan projections and reports in financial planning and other tools (tax planning, social security, etc.)
• Develop, present, and implement detailed financial plans that target the unique needs of clients at various life stages like Early Career, Family Formation, Pre-Retirement, and Legacy Planning. Financial planning topics include cash flow analysis, tax strategies, investment recommendations, estate planning, insurance analysis, and more.
• Build and maintain trusted relationships with clients, serving as a key point of contact for their financial planning needs.
• Collaborate closely with advisors, CPAs, estate attorneys, and other professionals to coordinate recommendations and implementation.
• Conduct ongoing reviews of client plans and proactively address changing life circumstances.
• Conduct research and analysis and support accurate scenario planning and development of sound recommendations (e.g. insurance, Social Security, tax strategies, etc.)
• Maintain detailed, accurate records of client interactions and plan updates in Redtail CRM and Right Capital planning software.
• Stay informed about industry trends, legislative changes, and financial planning best practices. Continue to develop the firm’s financial planning service model to stay on the cutting edge.

Requirements:

• Bachelor’s degree
• Up to 3-5 years of relevant experience in a financial planning role
• CFP® designation required
• Deep knowledge of core financial planning topics (retirement, investments, tax, estate, insurance, education, etc.).
• Strong interpersonal skills—must be an active listener and skilled communicator/presenter
• Highly organized and able to manage multiple client relationships and planning processes simultaneously
• Strong attention to detail and follow-through
• Eagerness to collaborate and contribute in a development-oriented, small-team environment
• Experience with financial planning software (e.g., eMoney, RightCapital) and CRM systems is a plus.
• Alignment with our core values: People-First, Empowering, Relentlessly Curious, Excellent-Always, and Guided by a Strong Moral Compass.

Posted: June 23, 2025

Please apply by emailing resume to Kailee Ostroski at kostroski@connecticutcapital.com

Title Vice President, Portfolio Management

Employer Conning

Job Location Hybrid: Onsite Tuesday, Wednesday and Thursday (remote Monday and Friday.

Conning is a leading global investment management firm with a long history of serving the insurance industry. We develop customized investment strategies that address our clients’ unique objectives, requirements and tolerance for risk. We develop solutions by leveraging Conning’s risk management tools and utilizing a highly disciplined investment process that relies on fundamental analysis.

Position Summary:
Serve as a Strategy Implementation Portfolio Manager (SIPM), charged with executing the firm’s tactical fixed-income recommendations in an efficient manner across numerous portfolios. Collaborate with Client Facing Portfolio Managers (CFPM) to thoroughly understand client-specific return objectives and risk tolerances. Interact closely with traders and analysts to construct portfolios that reflect Conning’s best ideas in a dynamic fashion, and within the parameters set by client constraints.

Responsibilities:

Investment Performance
Manage portfolios to achieve investment performance that exceeds respective benchmarks, while balancing client-driven goals, portfolio constraints and guideline limitations

Client Satisfaction
Collaborate effectively with Client Facing Portfolio Managers to ensure that all client goals (performance and non-performance related) are achieved
Achieve client income and gain/loss targets where applicable
Minimize the instance of compliance violations and remedy them when they do occur.

Strategy Implementation
Ensure the design and implementation of investment strategies are, to the extent possible, consistent with Investment Policy Committee, Sector Strategy Team and Analyst guidance, while also reflecting unique client requirements, objectives, constraints and risk preferences of each client
Collaborate with sector strategy teams, analysts and traders to ensure that, to the extent possible, Conning’s best investment selection ideas are implemented across all applicable fixed income mandates

Scale & Efficiency
Collaborate with the Client Facing Portfolio Management, Analyst and Trading teams to maximize scale and consistency in implementing investment strategies
Within multi-sector mandates, ensure that fixed income allocations are managed considering non-core allocations

Requirements:

5+ years minimum experience in investment management, trading, credit research or equivalent work experience
In depth knowledge of the capital markets, including fixed-income securities and analytics
CFA Charterholder or currently in the process of earning the designation

Other Skills:

Knowledge of insurance and accounting issues, along with the ability to integrate into the portfolio management process
Ability to achieve investment performance results above established benchmarks
Exceptional attention to detail and problem-solving skills
Ability to work effectively in a fast-paced, team-oriented environment
Analytical approach with strong quantitative and qualitative skills
Strong working knowledge of Microsoft Excel and other Office Products.
Willingness to generate and communicate ideas to investment team members
Exceptional written and verbal communication and interpersonal skills
Ability to prioritize with a sense of urgency
Working knowledge of Bloomberg and investment management software a plus

Posted: June 18, 2025

To view full job posting and to apply - Click here

Title Assistant Portfolio Manager, Insurance Portfolio Management

Employer HIMCO

Job Location Hartford, CT, US/Hybrid basis (T, W, TH in office)

HIMCO is seeking an Assistant Portfolio Manager to support the Insurance Portfolio Management (IPM) team, with a focus on managing external insurance accounts. The IPM team manages a diverse set of portfolios with a focus on insurance, in a variety of different sectors across fixed income, equity, and alternative asset classes. The Assistant Portfolio Manager is a key member of a team that faces our external insurance clients, and partners closely with portfolio managers, credit research analysts, and traders across the platform on portfolio construction and the development and execution of trade ideas across these insurance accounts. The Assistant Portfolio Manager will report to the Managing Director, Senior Portfolio Manager, and be based in our Hartford, CT home office on a hybrid basis (Tuesday, Wednesday, Thursday in-office).

Responsibilities:

• Working closely with other team members to assess, develop, and execute on asset allocation initiatives and individual trade ideas to construct a portfolio that meets or exceeds insurance business objectives
• Collect, model, and analyze data to help develop investment strategies or key client communications, working closely with portfolio managers, credit research analysts, and traders across the investment platform
• Lead efforts and be accountable for initiatives and researching key questions prompted by the PM team, the Head of Portfolio Management, or our clients
• Develop new and/or enhance existing investment processes in an effort to add value, decrease risks, and improve upon sustainable, repeatable, durable, and consistent decision-making
• Monitor, analyze, and proactively communicate portfolio exposures, risks, and market developments, preparing client communications and reports, if needed
• Demonstrate a grasp and appreciation for client investment guidelines and risk appetite/preferences, combined with knowledge of insurance business objectives to drive outcomes

Qualifications:

• A minimum of 5 or more years of investment industry experience combined with a minimum of 2 or more years of experience in capital markets – experience making investment recommendations and working closely with portfolio managers, traders and credit research analysts is required. Involvement in the management of third-party insurance relationships is a strong plus. Fixed-income buy-side experience and insurance business knowledge is preferred.
• Demonstrated strong communication skills – ability to communicate proactively and effectively in a high-pressure environment; able to articulate ideas and strategies clearly, both verbally and in writing, across all levels of the organization and with external clients in an appropriate and time sensitive manner
• Team player – an individual who thrives on collaborating and working with others to solve problems
• Client management skills – ability to be responsive, professional, help educate and manage expectations appropriately
• Solid grasp of capital markets and/or deep knowledge and experience in select asset classes. Excellent modeling skills required, expert Excel skills, experience with Bloomberg and Aladdin a plus
• Strong drive, attention to detail, and a self-starter with a high degree of intellectual curiosity
• Bachelor’s degree required; C.F.A. and/or M.B.A. a plus

Hartford Investment Management Company (HIMCO) is the asset management arm of The Hartford Financial Services Group, Inc. (The Hartford). HIMCO is an insurance asset manager with approximately $108 billion in assets under management across the global fixed income and alternatives markets (as of March 31, 2024). The firm manages assets on behalf of The Hartford, as well as insurance, sub-advisory and other institutional clients.

As a condition of your employment for HIMCO, you will be required to affirm to HIMCO’s Code of Ethics and understand that you will be required to comply with the disclosure of accounts, holdings, and pre-clearance of trades for the accounts of you and your household family members as more fully described in the Code of Ethics Key Points. If you will be deemed to be a “Covered Associate” under HIMCO’s Pay to Play Policy, you will also need to disclose all political contributions that you have given within the past 2 calendar years. 

Posted: May 27, 2025

To view full job posting and to apply - Click here

Title Deputy Chief Investment Officer

Employer City of Hartford

Job Location Hartford, CT -Onsite Everyday

CITY OF HARTFORD TREASURER’S OFFICE INVESTMENT MANAGEMENT UNIT

The City of Hartford Treasurer’s Office seeks a qualified individual to fill the vacancy of Deputy Chief Investment Officer (“DCIO”) in the Investment Management Unit, which services the Municipal Employees Retirement Fund (“MERF”), Other Post Employment Benefits (“OPEB”) Trust, and its Deferred Compensation Plan (“DCP”), collectively referred to herein as the “Plans”.

The organization’s mission is one of enhancing the quality of life for its members through retirement benefits. The City Treasurer is the primary fiduciary for purposes of investing and managing fund assets. The City of Hartford Pension Commission (the “Pension Commission”) sets investment policy and is the fiduciary and governing body responsible under the City Charter to ensure that all retirement plan assets are administered in accordance with the City Ordinance. The Pension Commission has adopted Investment Policy Statements (“IPS”) for each of the plans it oversees which set the framework for the Plans’ investment programs.

Reporting to the City Treasurer, the DCIO will support the City Treasurer and Chief Investment Officer (“CIO”) in the management and oversight of the Plans and their respectve investment portfolios. As such, the DCIO will assist in developing and implementing investment strategies, monitoring portfolio performance, and ensuring compliance with each Plan’s IPS. The DCIO will evaluate capital markets research, studies of financial trends and will maintain liaison with outside investment advisors, custodians and consultants retained by the Plans and assist in the operational management and investment programs of the Plans.

Duties & Responsibilities:

Investment Strategy and Management:

• Continuous execution of the principles that govern the Plans, as established by the Pension Commission
• Assist the CIO in formulating and implementing comprehensive investment strategies consistent with the foregoing
• Participate in asset allocation decisions and implementation
• Evaluate market research and analyze economic, financial, and market trends on an ongoing basis
• Participate in due diligence processes for both public securities managers and private market fund investment opportunities
• Participate in the development of investment recommendations for review and consideration by the City Treasurer
• Analyze portfolio and manager level performance
• Oversee operational activities of the Plans and external service providers
• Monitor portfolio performance and ensure alignment with strategic objectives
• Make recommendations to the City Treasurer and CIO relating to investment policies and strategies designed to provide the maximum risk-adjusted return
• Assist with special projects as requested

Portfolio Monitoring and Reporting:

• Review periodic performance reports
• Participate in periodic monitoring meetings with asset managers and private fund representatives
• Prepare periodic and ad hoc reports, analyses and reconciliations to assist in the analysis and understanding of programs, processes and activities

Operational:

• Update and maintain investment procedures for the Plans
• Review all service provider billings

Compliance and Risk Management:

• Support the Treasurer and CIO in maintaining compliance with fiduciary responsibilities
• Ensure adherence to the Plan’s investment policies and regulatory requirements
• Review external service providers compliance with the terms of all contractual provisions and guidelines, including proxy voting
• Assist in the ongoing monitoring of the City Treasurer’s manager diversity initiatives
• Identify, monitor, and mitigate investment and operational risks
• Assist in the preparation of year-end financial reporting for audit purposes, as requested

Stakeholder Engagement:

• Maintain awareness of and liaison with investment managers, advisors, General Partners and other service providers with respect to the investment programs of the Plans
• Develop and maintain contacts with other institutional investors and industry peers
• Develop and maintain awareness of industry best practices
• Keep current with relevant investment trends and educational opportunities
• Provide investment related support and education to the City Treasurer, Pension Commission and staff

Leadership and Team Development:

• Assist with the supervision of staff
• Participate in hiring, training, and evaluating personnel

• Five (5) years of extensive investment/financial executive and administrative experience, including at least three (3) years in:
• The management of public pension funds
• An investment organization
• An institutional investment organization performing duties which included:
• responsibility for directing or participating in directing investments in bonds, common stocks, fixed income and other securities as well as private investments;
• performing duties which involved investment policy recommendations and/or management of investment funds;
• OR An executive position managing corporate pension funds or endowments

Knowledge of:

• Fiduciary duty
• Long-term investment programs to fund liabilities
• Investment theory
• Asset/liability modeling and asset allocation
• Active/passive management; costs and risks
• Best practices in investing
• Investment related strategic planning
• Portfolio management techniques
• Diversified securities and available markets
• Market trends; investment management procedures; regulatory requirements and fiduciary duties related to public pension funds
• Global and domestic macroeconomic and capital markets investment issues

• Excellent administrative, statistical, analytical, planning, and quantitative and qualitative investment skills with expertise in asset allocation, portfolio management, and financial analysis
• Experience in working with investment managers, custodians, investment consultants, plan administrators and actuaries
• Experience with software systems such as Excel, Word, PowerPoint, and Adobe
• Ability to analyze and interpret financial statements; reconcile accounts; negotiate contract terms; prepare reports; develop and maintain effective relationships with those contacted in the course of work; and write and speak effectively

Education:

• Master of Business Administration and Bachelor’s degree from an accredited four-year college or university with major coursework in Accounting, Business Administration, Banking, Finance, Economics, or a related field.
• Chartered Financial Analyst designation or equivalent training (e.g, Chartered Alternative Investment Analyst) or progress towards these designations

Salary: Commensurate with Experience

Posted: May 27, 2025

To apply - Please send your resumes to: Chay Iv
Chief Administrative Officer
City of Hartford Treasurer’s Office
250 Constitution Plaza, 2nd Floor
Hartford, CT 06103
Email: chay.iv@hartford.gov

Equal Opportunity Employer.

Title Banking Assistant Division Director

Employer The State of Connecticut, Department of Banking

Job Location Hartford, CT, US

The State of Connecticut, Department of Banking (DOB) is now accepting applications for an exciting Banking Assistant Division Director opportunity in Hartford, CT!

Position Highlights:

• Full time, 40 hours per week
• Monday through Friday schedule
• First shift hours
• A hybrid schedule (combination of in-office and telework) will be available based on business needs, in accordance with the Telework Policy
• Location: 260 Constitution Plaza Hartford, CT

The Role

The Banking Assistant Division Director will assist the Banking Director of Financial Institutions Division in administering the programs, activities, and operations of the Division. We are the primary state regulator for state-chartered banks and credit unions, securities, and consumer credit. Our mission is to protect users of financial services from unlawful or improper practices by ensuring regulated entities and individuals adhere to state banking, consumer credit and securities laws. We accomplish this through regular, thorough, and cost-effective examinations of the entities it supervises. We also engage with the public and other stakeholders through a variety of media platforms, educational outreach initiatives, and press communications.

Posted: November 11, 2024

Interested? Please use this link to view the entire job posting and apply!

Title Financial Examiner

Employer The State of Connecticut, Department of Banking

Job Location Hartford, CT, US

The State of Connecticut, Department of Banking (DOB) is now accepting applications for a Financial Examiner opportunity in Hartford, CT!

Position Highlights:

• Full time, 40 hours per week
• Monday through Friday schedule
• First shift hours
• A hybrid schedule (combination of in-office and telework) will be available based on business needs, in accordance with the Telework Policy
• Location: 260 Constitution Plaza Hartford, CT

Position Details

The 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 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 e-license system, and the other federal agency examination systems used in conducting examinations

Posted: January 30, 2025

Interested? Please use this link to view the entire job posting and apply!

Title Senior Manager, Credit Research Group

Employer CVS Health

Job Location Hartford, CT/Hybrid

At CVS Health, we’re building a world of health around every consumer and surrounding ourselves with dedicated colleagues who are passionate about transforming health care. As the nation’s leading health solutions company, we reach millions of Americans through our local presence, digital channels and more than 300,000 purpose-driven colleagues – caring for people where, when and how they choose in a way that is uniquely more connected, more convenient and more compassionate. And we do it all with heart, each and every day.

Position Summary:
Credit analyst will be responsible for independently conducting credit analysis and providing timely buy/sell/hold recommendations of corporate credits for the Investment Grade and High Yield portfolios. Will be responsible for preparing timely, written analyses on individual credits, sectors, or events. Monitor global macro-economic conditions, broad sector performance expectations, yield curve expectations, internal/external business conditions, and market technicals. Provide in-depth knowledge on covered credits and maintain on-going dialogue with Investment Grade and High Yield portfolio managers on investment strategy in a collaborative team environment.

Desired Skills:

7-10 years of experience
Strong analytical and financial modeling skills
Solid communication skills
Undergraduate studies in Finance, Investments, Accounting, Economics or Mathematics

Preferred Qualifications:
Direct experience in Technology, Media, and Telecommunications sectors preferred but not required

Education:
Bachelor's degree required

Posted: June 18, 2025

To view full job posting and to apply - Click here

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Open Job Positions 

• Associate Investment Analyst, Omnica Wealth
• Wealth Management Investment Coordinator, Amon &  Associates
• Supervising Accountant, State of CT
• Investment Officer, State of CT
• Financial Planner, CCMG
• Vice President, Portfolio Management, Conning
• Deputy Chief Investment Officer, City of Hartford
• Assistant Portfolio Manager, Insurance Portfolio Management, Himco
• Banking Assistant Division Director, The State of Connecticut
• Financial Examiner, The State of Connecticut