20 investment specialist jobs found in New York, NY

What part will you play? If you’re looking for a place where you can make a meaningful difference, you’ve found it. The work we do at Markel gives people the confidence to move forward and seize opportunities, and you’ll find your fit amongst our global community of optimists and problem-solvers. We’re always pushing each other to go further because we believe that when we realize our potential, we can help others reach theirs. Join us and play your part in something special! This position is responsible for developing and managing the overall trading relationship and building preference between Markel Specialty and several of its top broker partners. Develop and execute business strategies with each trading partner to support Markel’s annual goals. Ensure executive level relationship development between Markel senior leaders and broker senior leaders. Work with Markel regional leaders and underwriting teams to cascade business strategies, tailor for regional nuances and develop...

What part will you play? If you’re looking for a place where you can make a meaningful difference, you’ve found it. The work we do at Markel gives people the confidence to move forward and seize opportunities, and you’ll find your fit amongst our global community of optimists and problem-solvers. We’re always pushing each other to go further because we believe that when we realize our potential, we can help others reach theirs. Join us and play your part in something special! The primary purpose of this position is to lead and implement the strategic vision and plan of Markel's Cyber and Tech E&O product lines. Provide leadership, direction and support to underwriting teams. Is responsible for product profitability, growth and retention of new and renewal business that is consistent with underwriting strategies. Manage assigned product lines to achieve profit, revenue, loss ratio, and expense targets. Ensure effective execution of best practices. Provide coaching and...

The Role The Sales Director – US Wealth is a senior sales leadership role responsible for supporting growth of WTW Investments’ wealth business across the United States. This role focuses on expanding distribution of WTW’s investment advisory, OCIO, delegated investment, and investment solution offerings to wealth managers, intermediaries, platforms, and strategic partners. The Sales Director will originate, develop, and close new business opportunities, while working closely with investment specialists, research teams, product leaders, and broader US Investments sales and client management colleagues. The role plays a critical part in executing WTW’s US wealth growth strategy and building long-term, trusted client relationships. Key Responsibilities Lead business development efforts for WTW Investments across the US Wealth market, including wealth managers, RIAs, platforms, and strategic partners.  Originate and manage a robust pipeline of new...

What part will you play? If you’re looking for a place where you can make a meaningful difference, you’ve found it. The work we do at Markel gives people the confidence to move forward and seize opportunities, and you’ll find your fit amongst our global community of optimists and problem-solvers. We’re always pushing each other to go further because we believe that when we realize our potential, we can help others reach theirs. Join us and play your part in something special! The primary purpose of this position is to underwrite new business and renewals in a profitable manner and according to authority level and established guidelines, and participate in special projects having an impact on the business. Assigned larger and more important agents/brokers. Utilize underwriting tools to determine accurate classifications, rates, and premium charges. Understand state laws, including cancellation and non-renewal, within assigned territory to properly transact business within each...

What part will you play? If you’re looking for a place where you can make a meaningful difference, you’ve found it. The work we do at Markel gives people the confidence to move forward and seize opportunities, and you’ll find your fit amongst our global community of optimists and problem-solvers. We’re always pushing each other to go further because we believe that when we realize our potential, we can help others reach theirs. Join us and play your part in something special! The primary purpose of this position is to underwrite new business and renewals in a profitable manner and according to authority level and established guidelines, and drive projects having an impact on the business. Assigned larger, more important and more complex accounts. Utilize underwriting tools to determine accurate classifications, rates, and premium charges. Understand state laws, including cancellation and non-renewal, within assigned territory to properly transact business within each state....

What part will you play? If you’re looking for a place where you can make a meaningful difference, you’ve found it. The work we do at Markel gives people the confidence to move forward and seize opportunities, and you’ll find your fit amongst our global community of optimists and problem-solvers. We’re always pushing each other to go further because we believe that when we realize our potential, we can help others reach theirs. Join us and play your part in something special! The primary purpose of this position is to manage the day-to-day work activities of a group of property underwriters and underwriting support staff who are driven by a sense of hard work, and a pursuit of excellence laid out by the Markel Style. This position will work closely with the Northeast Leadership team and Product Line Leadership team to develop and execute on business and marketing strategies within an established geographic territory. Working with leadership and their team, this position will be...

What part will you play? If you’re looking for a place where you can make a meaningful difference, you’ve found it. The work we do at Markel gives people the confidence to move forward and seize opportunities, and you’ll find your fit amongst our global community of optimists and problem-solvers. We’re always pushing each other to go further because we believe that when we realize our potential, we can help others reach theirs. Join us and play your part in something special! Markel has an exciting opportunity to join the Professional Liability Product Line Leadership. Primary focus of this role is working with the Professional Liability E&O, Managing Director in the underwriting governance and continued development of the Lawyers Professional product line. This role will provide leadership, direction and support to underwriting team(s). It is also responsible for product profitability, growth and retention of new and renewal business, consistent with underwriting strategies...

What part will you play? If you’re looking for a place where you can make a meaningful difference, you’ve found it. The work we do at Markel gives people the confidence to move forward and seize opportunities, and you’ll find your fit amongst our global community of optimists and problem-solvers. We’re always pushing each other to go further because we believe that when we realize our potential, we can help others reach theirs. Join us and play your part in something special! The primary purpose of this position is to lead and implement the strategic development and execution of organizational goals and objectives for Inland Marine. Provide leadership, direction and support to underwriting team(s) and/or direct reports. Is responsible for underwriting, profitability, growth and retention of new and renewal business that is consistent with Inland Marine underwriting strategies. Manage underwriting functions to achieve profit, revenue, loss ratio, and expense targets. Ensure...

What part will you play? If you’re looking for a place where you can make a meaningful difference, you’ve found it. The work we do at Markel gives people the confidence to move forward and seize opportunities, and you’ll find your fit amongst our global community of optimists and problem-solvers. We’re always pushing each other to go further because we believe that when we realize our potential, we can help others reach theirs. Join us and play your part in something special! The primary purpose of this position is to underwrite new business, renewals, and drive projects having an impact on the business for Inland Marine for the Northeast Region. Underwriting will be accomplished in a profitable manner and according to authority level and established guidelines. As an Executive Underwriter you will be responsible for larger, and more complex accounts. You must be able to utilize underwriting tools to determine accurate classifications, rates, and premium charges. Expert Knowledge...

What part will you play? If you’re looking for a place where you can make a meaningful difference, you’ve found it. The work we do at Markel gives people the confidence to move forward and seize opportunities, and you’ll find your fit amongst our global community of optimists and problem-solvers. We’re always pushing each other to go further because we believe that when we realize our potential, we can help others reach theirs. Join us and play your part in something special! What part will you play? If you’re looking for a place where you can make a meaningful difference, you’ve found it. The work we do at Markel gives people the confidence to move forward and seize opportunities, and you’ll find your fit amongst our global community of optimists and problem-solvers. We’re always pushing each other to go further because we believe that when we realize our potential, we can help others reach theirs. Join us and play your part in something special! This position will be the...

What part will you play? If you’re looking for a place where you can make a meaningful difference, you’ve found it. The work we do at Markel gives people the confidence to move forward and seize opportunities, and you’ll find your fit amongst our global community of optimists and problem-solvers. We’re always pushing each other to go further because we believe that when we realize our potential, we can help others reach theirs. Join us and play your part in something special! The Lead Analyst, Risk Reporting will serve as the primary architect for Markel’s risk storytelling, translating complex internal risk data into high-visibility reports for regulators, the Board and executive management at Markel, and rating agencies. This role is pivotal in ensuring that our capital adequacy and risk management maturity are accurately reflected in statutory filings and other stakeholder reporting. They will manage the end-to-end production of Markel’s primary risk disclosures, including...

Join us as a Senior Underwriting Specialist, Corporate Accounts, Excess Casualty to step up to a key team leadership role that will drive business growth. Make your mark in Underwriting AIG underwriting teams help to find insurance solutions in areas including Financial Lines, Property, Casualty, Specialty Lines, Cyber, Multinational Clients, and High Net Worth individuals. We are reimagining how we help customers to manage risk, transforming our operating model, and reshaping our role responsibilities and career pathways. The goal is to unlock the full potential in each colleague – empowering our people to grow as insurance professionals and add more value to our customers and AIG. How you will create an impact AIG is seeking a Senior Underwriting Specialist, Corporate Accounts Excess Casualty to contribute to their industry leading Excess Casualty underwriting team.  AIG’s strong foundation as the market leader in this area has evolved through its long-term...

Join us as a Senior Underwriting Specialist, National Accounts, Excess Casualty to step up to a key team leadership role that will drive business growth. Make your mark in Underwriting AIG underwriting teams help to find insurance solutions in areas including Financial Lines, Property, Casualty, Specialty Lines, Cyber, Multinational Clients, and High Net Worth individuals. We are reimagining how we help customers to manage risk, transforming our operating model, and reshaping our role responsibilities and career pathways. The goal is to unlock the full potential in each colleague – empowering our people to grow as insurance professionals and add more value to our customers and AIG. How you will create an impact We are seeking a Senior Underwriting Specialist to contribute to their industry leading Excess Casualty underwriting team.  AIG’s strong foundation as the market leader in this area has evolved through its long-term commitment to the marketplace, investment...

Position Title Multi-Asset Portfolio Manager   Location New York, NY 10018   Job Summary The Multi-Asset Portfolio Manager will lead the design, implementation, and oversight of customized investment strategies for HNW and UHNW clients. This role has deep expertise across asset classes, a strong understanding of global markets, and a proven ability to deliver tailored portfolio solutions that align with complex client objectives.   Job Responsibilities: Develop and manage multi-asset portfolios incorporating equities, fixed income, alternatives, and structured products. Serve as a trusted advisor to HNW and UHNW clients, understanding their unique financial goals, risk tolerance, and liquidity needs. Conduct macroeconomic and asset class research to inform strategic and tactical asset allocation decisions. Monitor portfolio risk exposures and implement strategies to mitigate downside risk while optimizing returns. Partner with internal teams including Financial...

Together we fight for everyone’s opportunity for a better financial future. We will do this together — with customers, partners and colleagues. We will fight for others, not against: We will stand up for and champion everyone’s access to opportunities. The status quo is not good enough … we believe every individual and every community deserves access to financial opportunities. We are determined to support both individuals and communities in reaching a better financial future.  We know that reaching this future depends on our actions today. Like our Purpose Statement, Voya believes in being bold and committed to action.  We are committed to a work environment where the differences that we are born with — and those we acquire throughout our lives — are understood, valued and intentionally pursued. We believe that our employees own our culture and have a responsibility to foster an environment where we all feel comfortable bringing our whole selves to work. Purposefully...

Oracle EPM Technical Product Owner Position Overview The Oracle EPM / EPBCS Owner is accountable for the strategy, delivery, governance, and operational excellence of Guardian’s Oracle Enterprise Performance Management (EPM) ecosystem, with a primary focus on Enterprise Planning and Budgeting Cloud Service (EPBCS). This role serves as the single point of ownership for EPBCS, ensuring the platform is scalable, secure, well governed, and continuously optimized to support Financial Planning, Budgeting, Forecasting, and Performance Management objectives.  Reporting to the Platform Owner, Finance Technology, this leader partners closely with Finance, FP&A, Controllership, and Technology teams to translate business strategy into robust and sustainable EPBCS capabilities. The role blends deep functional and technical expertise in Oracle EPM with strong execution discipline, vendor oversight, and cross-functional leadership to deliver measurable business outcomes....

Senior Executive Underwriter, Excess Casualty Join us as a Senior Executive  Underwriter, Excess Casualty to step up to a key team leadership role that will drive business growth. Make your mark in Underwriting AIG underwriting teams help to find insurance solutions in areas including Financial Lines, Property, Casualty, Specialty Lines, Cyber, Multinational Clients, and High Net Worth individuals. We are reimagining how we help customers to manage risk, transforming our operating model, and reshaping our role responsibilities and career pathways. The goal is to unlock the full potential in each colleague – empowering our people to grow as insurance professionals and add more value to our customers and AIG. How you will create an impact We are seeking a Senior Executive Underwriter to contribute to their industry leading Excess Casualty underwriting team.  AIG’s strong foundation as the market leader in this area has evolved through its long-term commitment to the...

The Head of High Net Worth (HNW) Sales bridges sales execution, portfolio construction, and strategic alternatives positioning, ensuring HNW advisors receive consistent guidance, scalable frameworks, and repeatable outcomes across both managed and brokerage platforms.  You will Core Responsibilities (Revenue, Advisor Coverage, and Growth): Business Development & Advisor Engagement Drive new and existing advisor growth through sales presentations, discovery, and solutioning tied to production goals. Managed account proposals: position model/strategy fit, overcome objections, and convert proposals into funded assets. Alternative investments: increase advisor adoption and client allocations through education, case sourcing, and follow-through to close. Structured notes: position as return-seeking and risk-managed solutions, partnering with advisors to source opportunities and execute trades. Lending: originate and grow lending penetration as a core...

About Specialty Program Group: Our goal is to partner with industry-leading specialty businesses to provide them with the ability to achieve their goals and optimize their businesses. Specialty Program Group offers access to capital and investment, deep carrier relationships, creative thinking, product development and broad distribution, while allowing our businesses to maintain the essence of what makes them successful. Specialty Program Group delivers leading-edge specialty expertise backed by transformative digital capabilities and sophisticated data and analytics.  About Encore Fiduciary: At Encore Fiduciary, we strive to be best-in-class underwriters in professional and management liability insurance niches in which we have demonstrated expertise and expertise.  We earn our business by providing value to broker partners and policyholders with management liability expertise, thought leadership and risk management for our client.  As an Underwriter, you will play a...

Description The Company: Come build on our integrated platform with industry-leading talent, world-class partners, and freedom to innovate.   Liberty Mutual Investments (LMI) is the investment firm for Liberty Mutual Group (Liberty). With deep expertise in fixed income, equity, and alternative strategies, LMI invests more than $100B of long-term capital globally, and has a team of nearly 300 investment, finance, and operations professionals located in Boston, MA, and New York, NY. LMI has a clear purpose: drive economic growth, build enduring businesses side-by-side with our partners, and generate superior risk-adjusted returns that secure Liberty’s promises.   LMI offers the best of both worlds — the look and feel of a boutique investment firm with the reputation and financial strength of a global leader. As the investment firm of a mutual with long-term capital, LMI has a single client mandate. This gives us the freedom to focus on what we do...