Hartford Area Job Listings

Title Portfolio Manager

Employer NEAM

Job Location Hartford, CT, US

Roles & Responsibilities

The Portfolio Manager is responsible for the day-to-day portfolio and relationship management of their designated insurance company 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 portfolio management group is responsible for delivering investment and capital management services to clients. The members of the portfolio management 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 Portfolio Manager 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 five years of relevant industry-related experience. This individual will possess strong oral communication skills, project integrity and credibility, 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.
• Possess strong written communication skills.
• Must be comfortable in a team oriented collegial environment that prizes strong individual contribution.
• Travel required domestically up to 25%

Education:

Bachelor’s degree in a related field is required and advanced degree in a related field of expertise such as an MBA is preferable.

Certification:

CFA or progress towards completion preferred.

Job Posted 7/1/2024

View Full Job Description and How to Apply Portfolio Management

To find out more about New England Asset Management go to https://www.neamgroup.com or find us on LinkedIn. NEAM is a wholly owned subsidiary of General Re Corporation, which is a subsidiary of Berkshire Hathaway Inc. NEAM has developed proprietary decision-making tools and specialized services enabling the delivery of asset and capital management solutions to clients within the context of evolving regulatory, accounting and tax issues faced by insurance companies today.* The firm’s culture is team oriented, collaborative, transparent and intellectually curious. We currently offer an excellent opportunity for a Client Strategist at NEAM. The NEAM home office is located in Farmington, CT. We offer a hybrid work schedule with M/F remote and T/W/TR in office.

*NEAM does not offer tax/legal advice. It is the continuing policy of New England Asset Management to afford equal employment opportunity to all employees and applicants for employment without regard to race, color, sex (including childbirth or related medical conditions), religion, national origin or ancestry, age, past or present disability, marital status, liability for service in the armed forces, veteran status, citizenship, sexual orientation, gender identity, or any other characteristic protected by the applicable law. In addition, New England Asset Management provides reasonable accommodation for qualified individuals with disabilities in accordance with the Americans with Disabilities Act.

Title Accountant

Employer State of Connecticut

Job Location Hartford, CT, US - Hybrid/Telework opportunities available, depending upon specific activities

Applications are being accepted through 6/27/2024 11:59:00 PM

THE ROLE:

The role of Accountant, with the Department of Housing (DOH), will be responsible for performing the most complex accounting tasks within a variety of accounting programs and systems. This role may also be accountable for lead or consultative responsibility. The Accountant will report to the Housing and Community Development Manager, for DOH.

ABOUT US

The Department of Housing (DOH) strengthens and revitalizes communities by promoting affordable housing opportunities. DOH seeks to eliminate homelessness and to catalyze the creation and preservation of quality, affordable housing to meet the needs of all individuals and families statewide to ensure that Connecticut continues to be a great place to live and work. DOH works in concert with municipal leaders, public agencies, community groups, local housing authorities, and other housing developers in the planning and development of affordable homeownership and rental housing units, the preservation of existing multi-family housing developments, community revitalization and financial and other support for our most vulnerable residents through our funding and technical support programs. As the State's lead agency for all matters relating to housing, DOH provides leadership for all aspects of policy and planning relating to the development, redevelopment, preservation, maintenance and improvement of housing serving very low, low, and moderate income individuals and families. DOH is also responsible for overseeing compliance with applicable statutes, regulations and financial assistance agreements for funded activities through long-term program compliance monitoring.

EXAMPLE OF DUTIES

• Records complex and compound journal entries;
• Prepares balance sheets and financial statements involving multiple accounts;
• Analyzes and interprets accounting records and reports;
• Assists higher level staff in planning, design and implementation of accounting procedures or systems;
• Reviews expenditures and prepares or reviews financial statements;
• Assists in budget management by compiling and reviewing agency manager program budget proposals, preparing estimates and calculations of projected expenditures and quarterly allotments, and preparing monthly reports;
• Monitors fiscal aspects of grant programs by preparing or reviewing financial reports, reviewing expenditures for compliance with grant contracts, providing technical assistance to grantees in maintaining accounting records;
• Recommends accounting related improvements to business practices such as accounting controls and financial reviews;
• Utilizes electronic data processing (EDP) systems for financial records, reports and analysis;
• Assists in EDP experts in planning and implementation of financial aspects of EDP systems;
• May supervise bookkeeping (e.g., maintenance, balancing and reconciling of accounts), accounts payable and/or receivable functions or other accounting related paraprofessional or clerical functions;

Job Posted 6/24/2024

View Full Job Description and How to Apply Visit Website for complete job description and to Apply

Title Portfolio Manager

Employer YHB Investment Advisors, Inc.

Job Location West Hartford, CT, US 

BACKGROUND

YHB Investment Advisors is a local registered investment advisory firm. YHB was formed over 30 years ago and currently manages in excess of $1.9 billion in assets under management. The firm is looking to hire a Portfolio Manager to accommodate firm growth

POSITION DESCRIPTION

• 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.

QUALIFICATIONS

• A minimum of five years of experience with finance- or investment-related disciplines.
• Broad based knowledge in economics, financial markets, business management and investment-related taxes.
• Analytical experience and skills to evaluate individual equities and fixed income securities.
• Excellent interpersonal and client service background including oral and written communications skills. Experience working with high net-worth clients and business development a plus.
• Technology experience related to investments, communications 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.

Job Posted 6/3/2024

Apply Those interested in the position may contact Anne Space at aspace@yhbia.com or visit the website for the full job description.

Title Emerging Market Credit Analyst

Employer CVS Health

Job Location Hartford, CT, US

Introduction 

Bring your heart to CVS Health. Every one of us at CVS Health shares a single, clear purpose: Bringing our heart to every moment of your health. This purpose guides our commitment to deliver enhanced human-centric health care for a rapidly changing world. Anchored in our brand — with heart at its center — our purpose sends a personal message that how we deliver our services is just as important as what we deliver. Our Heart At Work Behaviors™ support this purpose. We want everyone who works at CVS Health to feel empowered by the role they play in transforming our culture and accelerating our ability to innovate and deliver solutions to make health care more personal, convenient and affordable.

Position Summary: Emerging Market Credit Analyst will be responsible for independently conducting comprehensive credit research and providing timely buy/sell/hold 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. Monitor global macro-economic conditions, broad sector performance expectations, yield curve expectations, internal/external business conditions, and market technicals. 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, serve as internal sector expert and maintain on-going dialogue with Emerging Market Portfolio Manager on investment strategy in a collaborative team environment.

Required Qualifications:

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

Preferred Qualifications: Emerging Markets investment experience, specifically Latin America.

Education: Bachelor's degree required; Master's degree or CFA preferred.

Job Posted 5/20/2024

View Full Job Description and How to Apply Visit Website

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• Portfolio Manager
• Accountant
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