Hartford Area Job Listings

Job Listings

Title Senior Portfolio Manager

Employer YHB Investment Advisors

Job Location Hartford, CT, US

YHB Investment Advisors is a local registered investment advisory firm. YHB was formed over 35 years ago and currently manages in excess of $2.0 billion in assets under management. The firm is looking to hire a Senior Portfolio Manager to accommodate firm growth and the transition of existing client relationships. The candidate will be expected to assume a leadership role in the development and implementation of the firm’s investment strategy.

Position Summary:

  • Portfolio Management: Our Portfolio Managers work as a team to evaluate economic and market conditions. They develop asset allocation strategies that are appropriate for market conditions and client objectives. Each manager oversees portfolio management, asset allocation, purchase and sale of individual securities, and cash flow planning for each client.
  • Research: Portfolio Managers participate in sector coverage and individual security analysis using independent quantitative and qualitative research. The managers collaborate in the decision-making process for securities to recommend for our clients’ portfolios. We analyze and purchase primarily individual stocks, bonds and specialty funds.
  • Client Service: The Portfolio Manager is the primary point of contact with a set number of client relationships. Each manager works with clients to determine investment needs and objectives, appropriate guidelines and investment strategy, and an implementation plan. The manager is responsible for ongoing communication of portfolio performance vs. objectives through meetings and written communications.
  • Marketing: Managers participate with all members of the firm in the execution of the company’s marketing plan.

Professional Qualifications:

  • A minimum of 10+ years of experience with finance- or investment-related disciplines.
  • Well-versed in economics, financial markets, business management, and investment-related taxes. Working knowledge of estate planning and trusts is a plus.
  • Analytical experience and skills to evaluate individual equities and fixed income securities.
  • Excellent interpersonal and client service background including oral and written communication skills. Experience working with high net-worth clients and business development a plus.
  • Technology experience related to investments, communication, and CRM systems.
  • Knowledge and experience with securities industry compliance preferred.
  • Undergraduate degree in Finance, Accounting or Economics. Advanced degree or CFA designation/candidacy preferred.
  • Passing the Series 65 licensing exam will be a requirement of the position unless the CFA designation has been obtained.

Posted: March 10, 2025

Contact Information: Those interested in the position may contact us at info@yhbia.com

Title Insurance Research

Employer Conning

Job Location Hartford, CT, US

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:

The Insurance Research professional will have a demonstrated deep understanding of one or more products and sectors within the insurance market. Engage with and represent Conning and Insurance Research clients, the media, and the broader industry. The individual is expected to have very strong and demonstrated presentation, writing, and communication skills. Develop and maintain industry contacts and support Conning asset management clients and business development initiatives. The position may advise clients on the key forces shaping markets, advance their knowledge of key market sectors and collaborate with world-class analysts.
They will serve as a primary author on written reports and other deliverables, and lead/assist with consulting projects. Work closely with other research team members to analyze industry trends (financial, economic, societal, technological) and evaluate their impact on insurance markets.

Requirements

  • Bachelor’s degree required.
  • Bachelor’s degree in Business, Actuarial Science, Economics, Accounting or Finance.
  • 10+ years of proven experience in related field, including insurance company operations, actuarial functions, consulting, strategic planning / business development, investment banking, or equity/ credit research.
  • Strong writing and analytical skills - ability to synthesize, develop and articulate critical conclusions from broad research and source information including insurance financial information.
  • Moderate presentation skills – ability to develop and deliver presentations to audiences of various sizes.
  • Actuarial or other Insurance or Financial Services designation desirable.
  • Ability to write major studies, mini-studies, and short articles with limited supervision.
  • Read and understand insurance company statutory and GAAP financial statements and reporting principles, and an understanding of actuarial topics.
  • Read, understand, and use spreadsheet applications to analyze industry and company specific data.
  • Expert knowledge of insurance products and technology, distribution, customer service, and economic drivers shaping the business.
  • Expert knowledge in several of the following areas: insurance marketing and distribution approaches, information technologies and analytical techniques, capital markets and valuation analysis, strategic planning, market research, and competitive analysis.
  • Expert knowledge of the relationship between insurance and asset management.
  • Strong to expert knowledge of insurance investments.
  • Representing Conning at industry functions including delivering formal presentations and network development.
  • Dedication to continuing education, such as earning industry certifications.
  • 10-15% travel, mainly to the US.

Posted: February 4, 2025

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

Title Business Development (Associate - AVP)

Employer Conning

Job Location Hartford, CT, US

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. We are seeking professionals with diverse backgrounds who can contribute to our success. If you thrive in a fast-paced, intellectually stimulating environment and desire to work with a strong team of investment professionals and industry experts, we would like to hear from you.

Position Summary:

Support business development with prospecting efforts including company research, meeting preparation, and ad hoc initiatives for sales efforts. Position will collaborate closely with many departments within Conning to assist in business efforts.

Position Requirements:

  • Bachelors’ degree required
  • FINRA Series 7 & 63 (or willingness to register for licenses upon hire)
  • Minimum of two years of relevant work experience
  • Ability to work in a fast-paced environment and work closely with senior management
  • Ability to effectively manage and coordinate multiple projects and tasks under strict deadlines
  • Team player who possesses excellent interpersonal communication skills
  • Proficiency in Salesforce or other CRM platforms
  • Proficiency in Microsoft Office software; specifically, PowerPoint and Excel
  • Data visualization skills desirable
  • Strong relationship-building, creativity, and organizational skills, with attention to detail
  • Excellent written and verbal communications skills
  • Opportunities for limited travel to conferences and client meetings may be available in the future

Posted: February 4, 2025

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

Title Corporate Credit Research - Financials

Employer Conning

Job Location Hartford, CT, US

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 Highlights:

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

  • Independently perform in-depth quantitative and qualitative analysis as to the credit worthiness of assigned companies within their sectors and assign internal credit ratings and fundamental outlooks. Identify and analyze external macro and industry factors which will impact the creditworthiness of companies.
  • Interact with company management, other credit analysts, rating agencies and sell-side analysts as well as equity analysts.
  • Develop an awareness of industry and capital market issues and trends such that analysis can be performed on a comparative basis with the ability to make investment recommendations on the basis of relative value.
  • Communicate credit recommendations via conversations with and presentations to senior credit analysts, portfolio managers and traders
  • Participate in evaluating changes in the economic, legislative or business environment, which are likely to have an impact on the investment strategy

Requirements

  • Bachelor’s degree required.
  • MBA, Masters or equivalent, or CFA (or progress towards) a plus.
  • Three to ten years of relevant work experience.
  • Credit analysis experience in a buy/sell-side, rating agency, or insurance company a plus.
  • Credit experience in analyzing corporate credits (Investment Grade or High Yield), additional skills analyzing any of the following sectors, Banking, Brokerage, Asset Managers, REITs, Insurance and/or Finance Companies, are an advantage.
  • Analyst must be able to work effectively with the portfolio managers and traders and as part of a team that includes other analysts.
  • Strong analytical and communication skills both written and verbal with the ability to effectively communicate and pass on ideas and recommendations.
  • The ability to understand and analyze the credit worthiness of companies within their sectors
  • The ability to make relative value judgments based on market knowledge
  • An inquisitive nature with a drive towards excellence in all aspects of the research process
  • Strong technical skills using Bloomberg, FactSet, S&P Capital IQ, Power BI, SQL, Excel, Power Point etc.

Decisions directly impact portfolio performance. Credit opinions are used by the traders and portfolio managers in bond purchase decisions. Identifies credit issues and opportunities.

Posted: February 4, 2025

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 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!

Employers

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Open Job Positions 

  • Senior Portfolio Manager
  • Insurance Research
  • Business Development
  • Associate Product Manager
  • Enterprise Risk Management
  • Corporate Credit Research - Financials (Hybrid)
  • Senior Research Analyst
  • Accountant
  • Emerging Market Credit Analyst
  • Investment Analyst