Advises families on building, preserving and managing their wealth, generating new client acquisition and providing holistic financial solutions.
Compensation
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions.
Lead client-facing investment management, developing trust and fostering long-term relationships with individuals and families.
Locations (5)
Providence, Rhode Island, United States
Westerly, Rhode Island, United States
Rhode Island, United States
Massachusetts, United States
Connecticut, United States
Compensation
A good-faith, reasonable estimate of the base salary range for this position is $100,000 to $150,000, depending on factors including experience, investment expertise, demonstrated client relationship capabilities, education, professional designations, and other qualifications.
The Portfolio Administrator - Investment Operations supports the day-to-day operational activities of the Portfolio Administration pillar within the Investment Operations team, ensuring accurate and timely execution of investment operational activities including account maintenance, custody account administration, and trade support.
Compensation
The full-time base salary range for this position is $95,000-$110,000 per year; base salary offered may vary based on job-related knowledge, skills, and experience.
Responsibilities
Support coordination of the investment portfolio activities, across internal and external investment managers, custodians and internal stakeholders to support business needs, which include asset and cash transfers, onboarding and offboarding activities.
Process and instruct cash and security transfers, ensuring timely settlement and alignment with appropriate approvals.
Assist with monitoring cash balances and exceptions, escalating issues where needed.
Support ongoing administration of custody accounts, coordinating across custodians, trustees and internal stakeholders.
Maintain accurate investment operations records and documentation.
Requirements
Bachelor’s degree in Finance, Business Administration, or an equivalent demonstration of markets knowledge and analytical capabilities
The Credit Analyst is responsible for conducting independent credit assessments and ongoing monitoring of bond and sukuk issuers within the Bank's Treasury fixed income portfolio.
Responsibilities
Conduct comprehensive credit assessments of domestic and foreign currency bond and sukuk issuers, including analysis of business, financial, industry, country, and ESG risks.
Perform due diligence and Know-Your-Customer (KYC) reviews in accordance with internal policies, regulatory requirements, and the Bank's credit governance framework.
Prepare detailed credit assessment reports, including risk identification, mitigants, recommendations, and credit opinions for approval by relevant committees.
Monitor and review the credit quality of issuers within the Treasury fixed income portfolio and proactively identify emerging credit concerns.
Conduct ongoing surveillance through analysis of financial statements, covenant compliance, rating actions, market developments, and relevant news flow.
Trader, AVP responsible for managing repurchase agreements and Treasury securities, developing trading strategies, building models, and conducting research.
Compensation
Wage Range: $150,000 to $175,000
Responsibilities
Trade and manage repurchase agreements
Market-make in Treasury repurchase agreements
Develop trading strategies
Build and maintain proprietary models
Track implied repurchase agreement rates
Requirements
Master’s degree in Finance, Economics, Mathematics, or related quantitative field
Motivated investment professional to join the Fixed Income team to conduct fundamental credit analysis on bonds within domestic and global fixed income portfolios, supporting portfolio managers with investment recommendations.
Responsibilities
Conduct credit analysis and provide recommendations on bond investment opportunities across domestic and global fixed income portfolios.
Monitor and review portfolio credits through ongoing surveillance, including quarterly and annual credit reviews.
Support Portfolio Managers in evaluating market developments, credit risks, and investment opportunities.
Assist in portfolio positioning through credit analysis, relative value assessments, and investment recommendations.
Participate in company visits and management meetings as part of the credit evaluation process.
Requirements
Bachelor's degree in Finance, Accounting, Economics, or a related field
Nice to have: CFA progress
Nice to have: relevant professional qualifications
The Public Investment team seeks a Corporate Bond Trader for its Investment Grade (IG) Credit Trading desk to help oversee $75 billion of cash and investment grade credit investments.
Responsibilities
Contribute to the investment dialogue and investment decision-making processes governing corporate bond portfolios
Develop and maintain command of portfolio objectives and composition including benchmark-relative weights across industries, issuers, capital structure, and tenor
Distill and proactively convey market information to portfolio managers and research analysts
Execute IG Corporate bond trades, as well as equity and ETF trades as needed
Cultivate strong professional relationships with trading counterparties and the broker-dealer community
Serve as a highly visible, client-facing Portfolio Manager, developing trust and fostering long-term relationships with individuals and families.
Provide proactive, high-impact client service designed to exceed expectations, deepen relationships, and support long-term client retention.
Lead investment discussions with clients, clearly communicating market conditions, investment strategy, asset allocation, portfolio positioning, performance, and risk across varying levels of investment sophistication.
Develop and implement customized investment strategies consistent with each client's objectives, risk tolerance, liquidity needs, time horizon, and broader financial goals.
Manage client relationships and investment portfolios while maintaining a comprehensive understanding of each client's financial circumstances and objectives.
Requirements
Bachelor's degree in Finance, Economics, Business, or a related field
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