Investment Division Rotational Program 2025

We are a leading financial services provider committed to making decisions easier and lives better for our customers and colleagues around the world. From our environmental initiatives to our community investments, we lead with values throughout our business. To help us stand out, we help you step up, because when colleagues are healthy, respected and meaningfully challenged, we all thrive. Discover how you can grow your career, make impact and drive real change with our Winning Team today. 

Working Arrangement

Job Description

We are a leading financial services provider committed to making decisions easier and lives better for our customers and colleagues around the world. From our environmental initiatives to our community investments, we lead with values throughout our business. To help us stand out, we help you step up, because when colleagues are healthy, respected and meaningfully challenged, we all thrive. Discover how you can grow your career, make impact, and drive real change with our Winning Team today. 

Why you’ll love working here

Ready to be a future leader of tomorrow? Step into your potential with our exciting New Graduate opportunities where you’ll be empowered to make progress for yourself, our colleagues, and our customers around the globe! Join a supportive team and experience a values-first culture where your career development and wellbeing are just as important as the impact you’ll make on the job.

We have just the opportunity for you in our Investment Division Rotation Program! The program, sponsored by the CIO and the Head of Wealth and Asset Management, presents an exciting opportunity for candidates who are passionate about working in the investment field but may be uncertain about which specific area to pursue. Through the program, candidates can gain exposure to real roles within the investment/asset management industry, allowing them to explore different areas and discover where their interests and talents align.

Program Overview

• 4 rotations over 24 months

• Rotations allow for exposure to various asset classes including Agriculture, Fixed Income, Infrastructure, Private Credit, Private Equity, Public Equities, Real Estate and Timberland

• Formal support through your CFA or CAIA journey, paid study time off, financial support for courses and exams

• A community of New Graduates all working in different locations and across teams, all willing to learn and connect with each other

• Opportunity for cross border and international rotations subject to approvals

How you’ll make an impact

• Gain valuable and diverse experience with multiple asset classes and back, middle, and front office exposure

• Work with a variety of Assignment Managers to maximize the opportunity to acquire technical knowledge

• Develop an appreciation of the diversity of the asset origination and asset management businesses within the context of a large global financial services firm

What you’ll bring to the team

• Graduating in 2025 from an accredited university with a background in Finance, Economics or Business Administration

• Working knowledge of investment/financial markets

• Demonstrated knowledge of financial or investment analysis techniques

• Ability to be flexible, creative and show initiative while working in a challenging and fast paced environment

• Strong written & oral communication skills

• Solid computer experience using Excel, Word and PowerPoint, with a strong aptitude for learning new software packages

• Familiarity with statistical analysis (quantitative & qualitative)

Application Instructions:

• Please submit a resume, cover letter and most recent transcript (unofficial transcripts are accepted) 

*This position is subject to the Securities and Exchange Commission's Pay-to-Play Rule 206(4)-5 regarding political contributions by investment advisers and their covered associates.  This position requires compliance with the rule and applicable company policies on political contributions.  The absence of certain political contributions is a condition of this position.  Candidates will be required to disclose political contribution activity which will be subject to review to ensure compliance with the rule, as a pre-condition to employment. Additionally, this positi