The Best Places to Work in Money Management 2024

Winner profiles written by Caryl Anne Francia, Erin Chan Ding & Abigail Parrott
Illustration by Carl Wiens | Design and development by Elizabeth Davis & Gennady Kolker

As 2024 comes to a close, Best Places to Work winners celebrate a key reason for success — their employees

Pensions & Investments’ 13th annual Best Places to Work in Money Management program is recognizing 113 employers that celebrate the hard work and diligence of their staff.

Money managers enhance parental leave policies, benefits to support new, diverse families

Best Places to Work winners have enhanced their parental leave policies to promote inclusivity of diverse families, and have offered benefits and initiatives to support caregivers.

Firms taking steps to support female employees’ life journey

Many Best Places winners finding value in providing women's health benefits related to fertility, postpartum care and menopause issues.

Bailard CEO Sonya Mughal shares what’s kept her there for 30 years

Since starting as a junior analyst at Bailard 30 years ago, CEO Sonya Mughal has watched the macro environment, work environment and herself evolve. She shared what kept her at the firm, which ranked No. 5 among Best Places winners with 50 to 99 employees.

Money managers continue hybrid model, but encourage in-person work through benefits

Nearly five years after the COVID-19 pandemic, a hybrid environment persists at winners of P&I’s 2024 Best Places to Work in Money Management program..

Wellness, development among priorities of managers enhancing future of work

A $500 “building biologist” benefit, a birthday breakfast series and a development fair are among the latest initiatives to enhance engagement at BPTW-winning firms.

How the 2024 Best Places to Work program was conducted

Pensions & Investments partnered with Workforce Research Group to determine the employers named to the 2024 Best Places to Work in Money Management prorgram.

Additional Resources