Sr Associate (Portfolio Advisors LLC) (Darien, CT) Involved in all aspects of a PE investment transaction, incl diligence, execution & post-closing investment monitoring. Req Bach degree or for. equiv. in Finance, Math, or rel. field plus 3 yrs exp. in investment analyst role. Exp. must incl: Conducting due diligence (qual & quant) of privately held companies, including business, industry, and financial performance. Building complex three-statement financial models sensitized under different operating scenarios. Performing post-closing monitoring of investments. Preparing marketing materials and pitch decks facilitating client discussions. Utilizing data analytics tools, including S&P Cap IQ, Bloomberg, Thomson Reuters Eikon, Pitchbook, and Leverage Commentary & Data (LCD) to analyze industry trends and perform benchmarking analysis. Send resumes via email to and note Sr Associate in the subject line.
05/18/2024
Sr Associate (Portfolio Advisors LLC) (Darien, CT) Involved in all aspects of a PE investment transaction, incl diligence, execution & post-closing investment monitoring. Req Bach degree or for. equiv. in Finance, Math, or rel. field plus 3 yrs exp. in investment analyst role. Exp. must incl: Conducting due diligence (qual & quant) of privately held companies, including business, industry, and financial performance. Building complex three-statement financial models sensitized under different operating scenarios. Performing post-closing monitoring of investments. Preparing marketing materials and pitch decks facilitating client discussions. Utilizing data analytics tools, including S&P Cap IQ, Bloomberg, Thomson Reuters Eikon, Pitchbook, and Leverage Commentary & Data (LCD) to analyze industry trends and perform benchmarking analysis. Send resumes via email to and note Sr Associate in the subject line.
What are we looking for in our Digital Direct Banking Operations Support? Our client - a Fortune 100 investment firm in Sandy, UT - is looking for Operations Support with a strong interest in investment banking company to interview and start immediately. Job Title: Operations Support (12 months assignment with possibility to conversion/extension) Location: Hybrid Pay Range: $18.00/hour - $20.00 /hour Interview Process: Two rounds. Job Description: BACHELOR'S DEGREE REQUIRED This position is within Private Banking Operations with direct support to Digital Direct Banking Operations primarily consisting of debit card processing, dispute and Reg E processing, check processing, and daily fed settlement processing. The role will include processes that support both MSPBNA bank accounts and the retail brokerage business, interacting with key outsource and third-party providers. The analyst will need expertise with dealing with client escalations for sweeps and cash settlements, domestic & international wires, and check clearing, ACH, debit card and check disbursements. This role requires high attention to detail and working under strict deadlines to support the various products. Responsibilities: Debit card processing. Reg E disputes. Maintaining established service levels. Communicating to internal business partners and service groups. Funds Transfer settlement with Federal Reserve for various money movement products. Maintaining established service levels. Meeting targeted productivity thresholds and benchmarks. Providing metrics to Management. Working on departmental projects and initiatives. Data Management. Data Entry. Rate/Salary: $18.00 - $20.00
05/18/2024
Full time
What are we looking for in our Digital Direct Banking Operations Support? Our client - a Fortune 100 investment firm in Sandy, UT - is looking for Operations Support with a strong interest in investment banking company to interview and start immediately. Job Title: Operations Support (12 months assignment with possibility to conversion/extension) Location: Hybrid Pay Range: $18.00/hour - $20.00 /hour Interview Process: Two rounds. Job Description: BACHELOR'S DEGREE REQUIRED This position is within Private Banking Operations with direct support to Digital Direct Banking Operations primarily consisting of debit card processing, dispute and Reg E processing, check processing, and daily fed settlement processing. The role will include processes that support both MSPBNA bank accounts and the retail brokerage business, interacting with key outsource and third-party providers. The analyst will need expertise with dealing with client escalations for sweeps and cash settlements, domestic & international wires, and check clearing, ACH, debit card and check disbursements. This role requires high attention to detail and working under strict deadlines to support the various products. Responsibilities: Debit card processing. Reg E disputes. Maintaining established service levels. Communicating to internal business partners and service groups. Funds Transfer settlement with Federal Reserve for various money movement products. Maintaining established service levels. Meeting targeted productivity thresholds and benchmarks. Providing metrics to Management. Working on departmental projects and initiatives. Data Management. Data Entry. Rate/Salary: $18.00 - $20.00
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500 company where people come first. With over 8 million clients and 19,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report . 1 Fortune 500, published June 2023, data as of December 2022. Compensation provided for using, not obtaining, the rating. Team Overview: Edward D. Jones & Co, L.P. ("Edward Jones") is seeking a Fund Investment Guidelines Specialist II for our Proprietary Funds Investment Guidelines ("PFIG") team, whose primary goal is overseeing and executing daily investment guidelines and monitoring functions over the Bridge Builder Trust Mutual Funds and Edward Jones Money Market Fund, as well as providing meaningful contributions to the success of multiple oversight programs that are designed to prevent, detect, and assist in resolving potential violations of federal securities laws and regulations for Edward Jones Fund complex, and Service Providers. As a member of the PFIG team, you will be interacting with multiple asset management teams and service providers in the industry, as well as stakeholder across Edward Jones. What You Will Do: The core focus of the PFIG team is to partner with stakeholders, evaluate, analyze, oversee, and execute the daily first line investment guidelines operations processes: Performs daily monitoring of post-trade portfolio compliance test results generated by Charles River (CRD). Research each exception and escalate potential breaches and other significant findings to the Investment Guidelines management team. Daily monitoring of liquidity risk and money market fund programs. Participates in Olive Street Investment Advisers, LLC, and respective sub-adviser 15(c) reviews. Completes Internal Revenue Service tax compliance testing on a quarterly basis. Participates in annual fund matrix review and procedure testing exercises. Identifying, analyzing, and resolving investment guidelines issues across the fund complex. Assists with overseeing subadviser due diligence, investment compliance monitoring, facilitating and reviewing quarterly questionnaires. Prepares periodic (daily, weekly, monthly etc.) compliance documentation, including results of all automated and manual fund guideline rules in accordance with departmental procedures. Effective monitoring of the investment guidelines' mailbox for communications from overlay manager, sub-advisers, internal stakeholders, and service providers. As an associate within Investment Guidelines team, you will interact with various internal business departments across Edward Jones. As a team member, you will primarily be responsible for interpreting and analyzing the fund investment guidelines and partnering with the fund administrators in applying them into the compliance system. Developing and maintaining relationships with internal stakeholders, sub-adviser firms, and key service providers. Provide real-time leadership advice and guidance to the stakeholders on investment-related guidelines matters. Researching, analyzing, and interpreting current, new, and proposed regulatory requirements. Implementing and documenting new policies and procedures relating to mutual funds, Collective Investment Trusts, and investment advisers. Reviewing, analyzing, and testing current policies and procedures; identifying, recommending, and implementing new and/or enhanced practices. Serving as a subject-matter expert on assigned compliance-related matters. Assists senior level team members with additional routine and more senior tasks and assignments (i.e., data management, new sub-adviser on boarding, etc.). This position is known internally as a Specialist II-Fund Admin What Experience You Need: 5+ years of related experience in asset management industry focusing on regulatory, securities, or investment compliance experience. Bachelor's degree in business, Finance, pre-law, or equivalent education and experience. Securities licenses Series 7 and Series 66 required within 6 months of hire. Familiarity with the following programs strongly preferred: Charles River Compliance System, Bloomberg, Refinitive, and MyState Street. Proficient with Microsoft Office 365. Experience in preparing periodic and/or ad hoc Management and Board reporting. Extensive Compliance experience related to equities and/or global equities. Ability to effectively communicate (verbal and written) complex ideas, processes, and situations to various audiences including senior business stakeholders, investment analysts, portfolio managers, and various oversight committees. The ideal candidate is entrepreneurial, collaborative, and able to work independently on daily tasks while taking responsibility for seeing projects through to their completion. Demonstrates organization and time management skills to be able to meet deadlines. Desire to work in fast-paced environment with a high attention to detail that is at the cutting edge of investment management innovation. Excellent writing skills, including experience writing memoranda, and policy and procedure documents. Ability to balance multiple priorities and demands concurrently. What Could Set You Apart: Experience working in the investment management industry and knowledge of investment products strongly preferred. Working knowledge, understanding and experience with the Investment Company Act of 1940, Securities and Exchange Act of 1933, Securities Exchange Act of 1934, and Mutual Fund Compliance experience preferred. Strong understanding of the sub-adviser and service provider oversight relationships, including participation in due diligence meetings, sub-adviser and service provider outreach, enhancements to policies and procedures (as necessary), and continued monitoring of sub-adviser and service provider risk practices. Understands and applies intermediate knowledge of product/tool/systems, regulatory issues, with the ability to apply the knowledge to the Edward Jones business model, philosophies, and values. Proficient at creating spreadsheets, creating, and analyzing reports, developing measures and external resources. Comfortable working across multiple functions, geographies and partners with maturity and judgement Familiarity with completing the annual prospectus, Statement of Additional Information guideline review and facilitate changes to compliance monitoring system rule coding, as needed. Work in ambiguous and overly complex situations, create clarity, demonstrate sound judgement, and drive towards effective outcomes. Work well under pressure and meet critical deadlines in a very time sensitive environment. Ability to comprehend complex data sets. Comfortable engaging various technologies and software packages like Diligent and Smartsheet. Superb critical thinking and problem-solving abilities. Candidates that live within in a commutable distance from our Tempe, AZ and St. Louis, MO home office locations are expected to work in the office three days per week, with preference for Tuesday through Thursday. At Edward Jones, w e are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law. At Edward Jones, we value and respect our associates and their contributions, and we recognize individual efforts through a rewards program that promotes a long-term career, financial security and well-being. Visit our career site to learn more about our total compensation approach, which in addition to base salary, typically includes benefits, bonuses and profit sharing. The salary range for this role is based on national data and actual pay is based on skills, experience, education, and other relevant factors for a potential new associate: Salary: $70659 - $116516 Category: Headquarters
05/17/2024
Full time
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500 company where people come first. With over 8 million clients and 19,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report . 1 Fortune 500, published June 2023, data as of December 2022. Compensation provided for using, not obtaining, the rating. Team Overview: Edward D. Jones & Co, L.P. ("Edward Jones") is seeking a Fund Investment Guidelines Specialist II for our Proprietary Funds Investment Guidelines ("PFIG") team, whose primary goal is overseeing and executing daily investment guidelines and monitoring functions over the Bridge Builder Trust Mutual Funds and Edward Jones Money Market Fund, as well as providing meaningful contributions to the success of multiple oversight programs that are designed to prevent, detect, and assist in resolving potential violations of federal securities laws and regulations for Edward Jones Fund complex, and Service Providers. As a member of the PFIG team, you will be interacting with multiple asset management teams and service providers in the industry, as well as stakeholder across Edward Jones. What You Will Do: The core focus of the PFIG team is to partner with stakeholders, evaluate, analyze, oversee, and execute the daily first line investment guidelines operations processes: Performs daily monitoring of post-trade portfolio compliance test results generated by Charles River (CRD). Research each exception and escalate potential breaches and other significant findings to the Investment Guidelines management team. Daily monitoring of liquidity risk and money market fund programs. Participates in Olive Street Investment Advisers, LLC, and respective sub-adviser 15(c) reviews. Completes Internal Revenue Service tax compliance testing on a quarterly basis. Participates in annual fund matrix review and procedure testing exercises. Identifying, analyzing, and resolving investment guidelines issues across the fund complex. Assists with overseeing subadviser due diligence, investment compliance monitoring, facilitating and reviewing quarterly questionnaires. Prepares periodic (daily, weekly, monthly etc.) compliance documentation, including results of all automated and manual fund guideline rules in accordance with departmental procedures. Effective monitoring of the investment guidelines' mailbox for communications from overlay manager, sub-advisers, internal stakeholders, and service providers. As an associate within Investment Guidelines team, you will interact with various internal business departments across Edward Jones. As a team member, you will primarily be responsible for interpreting and analyzing the fund investment guidelines and partnering with the fund administrators in applying them into the compliance system. Developing and maintaining relationships with internal stakeholders, sub-adviser firms, and key service providers. Provide real-time leadership advice and guidance to the stakeholders on investment-related guidelines matters. Researching, analyzing, and interpreting current, new, and proposed regulatory requirements. Implementing and documenting new policies and procedures relating to mutual funds, Collective Investment Trusts, and investment advisers. Reviewing, analyzing, and testing current policies and procedures; identifying, recommending, and implementing new and/or enhanced practices. Serving as a subject-matter expert on assigned compliance-related matters. Assists senior level team members with additional routine and more senior tasks and assignments (i.e., data management, new sub-adviser on boarding, etc.). This position is known internally as a Specialist II-Fund Admin What Experience You Need: 5+ years of related experience in asset management industry focusing on regulatory, securities, or investment compliance experience. Bachelor's degree in business, Finance, pre-law, or equivalent education and experience. Securities licenses Series 7 and Series 66 required within 6 months of hire. Familiarity with the following programs strongly preferred: Charles River Compliance System, Bloomberg, Refinitive, and MyState Street. Proficient with Microsoft Office 365. Experience in preparing periodic and/or ad hoc Management and Board reporting. Extensive Compliance experience related to equities and/or global equities. Ability to effectively communicate (verbal and written) complex ideas, processes, and situations to various audiences including senior business stakeholders, investment analysts, portfolio managers, and various oversight committees. The ideal candidate is entrepreneurial, collaborative, and able to work independently on daily tasks while taking responsibility for seeing projects through to their completion. Demonstrates organization and time management skills to be able to meet deadlines. Desire to work in fast-paced environment with a high attention to detail that is at the cutting edge of investment management innovation. Excellent writing skills, including experience writing memoranda, and policy and procedure documents. Ability to balance multiple priorities and demands concurrently. What Could Set You Apart: Experience working in the investment management industry and knowledge of investment products strongly preferred. Working knowledge, understanding and experience with the Investment Company Act of 1940, Securities and Exchange Act of 1933, Securities Exchange Act of 1934, and Mutual Fund Compliance experience preferred. Strong understanding of the sub-adviser and service provider oversight relationships, including participation in due diligence meetings, sub-adviser and service provider outreach, enhancements to policies and procedures (as necessary), and continued monitoring of sub-adviser and service provider risk practices. Understands and applies intermediate knowledge of product/tool/systems, regulatory issues, with the ability to apply the knowledge to the Edward Jones business model, philosophies, and values. Proficient at creating spreadsheets, creating, and analyzing reports, developing measures and external resources. Comfortable working across multiple functions, geographies and partners with maturity and judgement Familiarity with completing the annual prospectus, Statement of Additional Information guideline review and facilitate changes to compliance monitoring system rule coding, as needed. Work in ambiguous and overly complex situations, create clarity, demonstrate sound judgement, and drive towards effective outcomes. Work well under pressure and meet critical deadlines in a very time sensitive environment. Ability to comprehend complex data sets. Comfortable engaging various technologies and software packages like Diligent and Smartsheet. Superb critical thinking and problem-solving abilities. Candidates that live within in a commutable distance from our Tempe, AZ and St. Louis, MO home office locations are expected to work in the office three days per week, with preference for Tuesday through Thursday. At Edward Jones, w e are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law. At Edward Jones, we value and respect our associates and their contributions, and we recognize individual efforts through a rewards program that promotes a long-term career, financial security and well-being. Visit our career site to learn more about our total compensation approach, which in addition to base salary, typically includes benefits, bonuses and profit sharing. The salary range for this role is based on national data and actual pay is based on skills, experience, education, and other relevant factors for a potential new associate: Salary: $70659 - $116516 Category: Headquarters
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500 company where people come first. With over 8 million clients and 19,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report . 1 Fortune 500, published June 2023, data as of December 2022. Compensation provided for using, not obtaining, the rating. Team Overview: Edward D. Jones & Co, L.P. ("Edward Jones") is seeking a Fund Investment Guidelines Specialist II for our Proprietary Funds Investment Guidelines ("PFIG") team, whose primary goal is overseeing and executing daily investment guidelines and monitoring functions over the Bridge Builder Trust Mutual Funds and Edward Jones Money Market Fund, as well as providing meaningful contributions to the success of multiple oversight programs that are designed to prevent, detect, and assist in resolving potential violations of federal securities laws and regulations for Edward Jones Fund complex, and Service Providers. As a member of the PFIG team, you will be interacting with multiple asset management teams and service providers in the industry, as well as stakeholder across Edward Jones. What You Will Do: The core focus of the PFIG team is to partner with stakeholders, evaluate, analyze, oversee, and execute the daily first line investment guidelines operations processes: Performs daily monitoring of post-trade portfolio compliance test results generated by Charles River (CRD). Research each exception and escalate potential breaches and other significant findings to the Investment Guidelines management team. Daily monitoring of liquidity risk and money market fund programs. Participates in Olive Street Investment Advisers, LLC, and respective sub-adviser 15(c) reviews. Completes Internal Revenue Service tax compliance testing on a quarterly basis. Participates in annual fund matrix review and procedure testing exercises. Identifying, analyzing, and resolving investment guidelines issues across the fund complex. Assists with overseeing subadviser due diligence, investment compliance monitoring, facilitating and reviewing quarterly questionnaires. Prepares periodic (daily, weekly, monthly etc.) compliance documentation, including results of all automated and manual fund guideline rules in accordance with departmental procedures. Effective monitoring of the investment guidelines' mailbox for communications from overlay manager, sub-advisers, internal stakeholders, and service providers. As an associate within Investment Guidelines team, you will interact with various internal business departments across Edward Jones. As a team member, you will primarily be responsible for interpreting and analyzing the fund investment guidelines and partnering with the fund administrators in applying them into the compliance system. Developing and maintaining relationships with internal stakeholders, sub-adviser firms, and key service providers. Provide real-time leadership advice and guidance to the stakeholders on investment-related guidelines matters. Researching, analyzing, and interpreting current, new, and proposed regulatory requirements. Implementing and documenting new policies and procedures relating to mutual funds, Collective Investment Trusts, and investment advisers. Reviewing, analyzing, and testing current policies and procedures; identifying, recommending, and implementing new and/or enhanced practices. Serving as a subject-matter expert on assigned compliance-related matters. Assists senior level team members with additional routine and more senior tasks and assignments (i.e., data management, new sub-adviser on boarding, etc.). This position is known internally as a Specialist II-Fund Admin What Experience You Need: 5+ years of related experience in asset management industry focusing on regulatory, securities, or investment compliance experience. Bachelor's degree in business, Finance, pre-law, or equivalent education and experience. Securities licenses Series 7 and Series 66 required within 6 months of hire. Familiarity with the following programs strongly preferred: Charles River Compliance System, Bloomberg, Refinitive, and MyState Street. Proficient with Microsoft Office 365. Experience in preparing periodic and/or ad hoc Management and Board reporting. Extensive Compliance experience related to equities and/or global equities. Ability to effectively communicate (verbal and written) complex ideas, processes, and situations to various audiences including senior business stakeholders, investment analysts, portfolio managers, and various oversight committees. The ideal candidate is entrepreneurial, collaborative, and able to work independently on daily tasks while taking responsibility for seeing projects through to their completion. Demonstrates organization and time management skills to be able to meet deadlines. Desire to work in fast-paced environment with a high attention to detail that is at the cutting edge of investment management innovation. Excellent writing skills, including experience writing memoranda, and policy and procedure documents. Ability to balance multiple priorities and demands concurrently. What Could Set You Apart: Experience working in the investment management industry and knowledge of investment products strongly preferred. Working knowledge, understanding and experience with the Investment Company Act of 1940, Securities and Exchange Act of 1933, Securities Exchange Act of 1934, and Mutual Fund Compliance experience preferred. Strong understanding of the sub-adviser and service provider oversight relationships, including participation in due diligence meetings, sub-adviser and service provider outreach, enhancements to policies and procedures (as necessary), and continued monitoring of sub-adviser and service provider risk practices. Understands and applies intermediate knowledge of product/tool/systems, regulatory issues, with the ability to apply the knowledge to the Edward Jones business model, philosophies, and values. Proficient at creating spreadsheets, creating, and analyzing reports, developing measures and external resources. Comfortable working across multiple functions, geographies and partners with maturity and judgement Familiarity with completing the annual prospectus, Statement of Additional Information guideline review and facilitate changes to compliance monitoring system rule coding, as needed. Work in ambiguous and overly complex situations, create clarity, demonstrate sound judgement, and drive towards effective outcomes. Work well under pressure and meet critical deadlines in a very time sensitive environment. Ability to comprehend complex data sets. Comfortable engaging various technologies and software packages like Diligent and Smartsheet. Superb critical thinking and problem-solving abilities. Candidates that live within in a commutable distance from our Tempe, AZ and St. Louis, MO home office locations are expected to work in the office three days per week, with preference for Tuesday through Thursday. At Edward Jones, w e are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law. At Edward Jones, we value and respect our associates and their contributions, and we recognize individual efforts through a rewards program that promotes a long-term career, financial security and well-being. Visit our career site to learn more about our total compensation approach, which in addition to base salary, typically includes benefits, bonuses and profit sharing. The salary range for this role is based on national data and actual pay is based on skills, experience, education, and other relevant factors for a potential new associate: Salary: $70659 - $116516 Category: Headquarters
05/17/2024
Full time
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500 company where people come first. With over 8 million clients and 19,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report . 1 Fortune 500, published June 2023, data as of December 2022. Compensation provided for using, not obtaining, the rating. Team Overview: Edward D. Jones & Co, L.P. ("Edward Jones") is seeking a Fund Investment Guidelines Specialist II for our Proprietary Funds Investment Guidelines ("PFIG") team, whose primary goal is overseeing and executing daily investment guidelines and monitoring functions over the Bridge Builder Trust Mutual Funds and Edward Jones Money Market Fund, as well as providing meaningful contributions to the success of multiple oversight programs that are designed to prevent, detect, and assist in resolving potential violations of federal securities laws and regulations for Edward Jones Fund complex, and Service Providers. As a member of the PFIG team, you will be interacting with multiple asset management teams and service providers in the industry, as well as stakeholder across Edward Jones. What You Will Do: The core focus of the PFIG team is to partner with stakeholders, evaluate, analyze, oversee, and execute the daily first line investment guidelines operations processes: Performs daily monitoring of post-trade portfolio compliance test results generated by Charles River (CRD). Research each exception and escalate potential breaches and other significant findings to the Investment Guidelines management team. Daily monitoring of liquidity risk and money market fund programs. Participates in Olive Street Investment Advisers, LLC, and respective sub-adviser 15(c) reviews. Completes Internal Revenue Service tax compliance testing on a quarterly basis. Participates in annual fund matrix review and procedure testing exercises. Identifying, analyzing, and resolving investment guidelines issues across the fund complex. Assists with overseeing subadviser due diligence, investment compliance monitoring, facilitating and reviewing quarterly questionnaires. Prepares periodic (daily, weekly, monthly etc.) compliance documentation, including results of all automated and manual fund guideline rules in accordance with departmental procedures. Effective monitoring of the investment guidelines' mailbox for communications from overlay manager, sub-advisers, internal stakeholders, and service providers. As an associate within Investment Guidelines team, you will interact with various internal business departments across Edward Jones. As a team member, you will primarily be responsible for interpreting and analyzing the fund investment guidelines and partnering with the fund administrators in applying them into the compliance system. Developing and maintaining relationships with internal stakeholders, sub-adviser firms, and key service providers. Provide real-time leadership advice and guidance to the stakeholders on investment-related guidelines matters. Researching, analyzing, and interpreting current, new, and proposed regulatory requirements. Implementing and documenting new policies and procedures relating to mutual funds, Collective Investment Trusts, and investment advisers. Reviewing, analyzing, and testing current policies and procedures; identifying, recommending, and implementing new and/or enhanced practices. Serving as a subject-matter expert on assigned compliance-related matters. Assists senior level team members with additional routine and more senior tasks and assignments (i.e., data management, new sub-adviser on boarding, etc.). This position is known internally as a Specialist II-Fund Admin What Experience You Need: 5+ years of related experience in asset management industry focusing on regulatory, securities, or investment compliance experience. Bachelor's degree in business, Finance, pre-law, or equivalent education and experience. Securities licenses Series 7 and Series 66 required within 6 months of hire. Familiarity with the following programs strongly preferred: Charles River Compliance System, Bloomberg, Refinitive, and MyState Street. Proficient with Microsoft Office 365. Experience in preparing periodic and/or ad hoc Management and Board reporting. Extensive Compliance experience related to equities and/or global equities. Ability to effectively communicate (verbal and written) complex ideas, processes, and situations to various audiences including senior business stakeholders, investment analysts, portfolio managers, and various oversight committees. The ideal candidate is entrepreneurial, collaborative, and able to work independently on daily tasks while taking responsibility for seeing projects through to their completion. Demonstrates organization and time management skills to be able to meet deadlines. Desire to work in fast-paced environment with a high attention to detail that is at the cutting edge of investment management innovation. Excellent writing skills, including experience writing memoranda, and policy and procedure documents. Ability to balance multiple priorities and demands concurrently. What Could Set You Apart: Experience working in the investment management industry and knowledge of investment products strongly preferred. Working knowledge, understanding and experience with the Investment Company Act of 1940, Securities and Exchange Act of 1933, Securities Exchange Act of 1934, and Mutual Fund Compliance experience preferred. Strong understanding of the sub-adviser and service provider oversight relationships, including participation in due diligence meetings, sub-adviser and service provider outreach, enhancements to policies and procedures (as necessary), and continued monitoring of sub-adviser and service provider risk practices. Understands and applies intermediate knowledge of product/tool/systems, regulatory issues, with the ability to apply the knowledge to the Edward Jones business model, philosophies, and values. Proficient at creating spreadsheets, creating, and analyzing reports, developing measures and external resources. Comfortable working across multiple functions, geographies and partners with maturity and judgement Familiarity with completing the annual prospectus, Statement of Additional Information guideline review and facilitate changes to compliance monitoring system rule coding, as needed. Work in ambiguous and overly complex situations, create clarity, demonstrate sound judgement, and drive towards effective outcomes. Work well under pressure and meet critical deadlines in a very time sensitive environment. Ability to comprehend complex data sets. Comfortable engaging various technologies and software packages like Diligent and Smartsheet. Superb critical thinking and problem-solving abilities. Candidates that live within in a commutable distance from our Tempe, AZ and St. Louis, MO home office locations are expected to work in the office three days per week, with preference for Tuesday through Thursday. At Edward Jones, w e are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law. At Edward Jones, we value and respect our associates and their contributions, and we recognize individual efforts through a rewards program that promotes a long-term career, financial security and well-being. Visit our career site to learn more about our total compensation approach, which in addition to base salary, typically includes benefits, bonuses and profit sharing. The salary range for this role is based on national data and actual pay is based on skills, experience, education, and other relevant factors for a potential new associate: Salary: $70659 - $116516 Category: Headquarters
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500 company where people come first. With over 8 million clients and 19,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report . 1 Fortune 500, published June 2023, data as of December 2022. Compensation provided for using, not obtaining, the rating. Team Overview: Edward D. Jones & Co, L.P. ("Edward Jones") is seeking a Fund Investment Guidelines Specialist II for our Proprietary Funds Investment Guidelines ("PFIG") team, whose primary goal is overseeing and executing daily investment guidelines and monitoring functions over the Bridge Builder Trust Mutual Funds and Edward Jones Money Market Fund, as well as providing meaningful contributions to the success of multiple oversight programs that are designed to prevent, detect, and assist in resolving potential violations of federal securities laws and regulations for Edward Jones Fund complex, and Service Providers. As a member of the PFIG team, you will be interacting with multiple asset management teams and service providers in the industry, as well as stakeholder across Edward Jones. What You Will Do: The core focus of the PFIG team is to partner with stakeholders, evaluate, analyze, oversee, and execute the daily first line investment guidelines operations processes: Performs daily monitoring of post-trade portfolio compliance test results generated by Charles River (CRD). Research each exception and escalate potential breaches and other significant findings to the Investment Guidelines management team. Daily monitoring of liquidity risk and money market fund programs. Participates in Olive Street Investment Advisers, LLC, and respective sub-adviser 15(c) reviews. Completes Internal Revenue Service tax compliance testing on a quarterly basis. Participates in annual fund matrix review and procedure testing exercises. Identifying, analyzing, and resolving investment guidelines issues across the fund complex. Assists with overseeing subadviser due diligence, investment compliance monitoring, facilitating and reviewing quarterly questionnaires. Prepares periodic (daily, weekly, monthly etc.) compliance documentation, including results of all automated and manual fund guideline rules in accordance with departmental procedures. Effective monitoring of the investment guidelines' mailbox for communications from overlay manager, sub-advisers, internal stakeholders, and service providers. As an associate within Investment Guidelines team, you will interact with various internal business departments across Edward Jones. As a team member, you will primarily be responsible for interpreting and analyzing the fund investment guidelines and partnering with the fund administrators in applying them into the compliance system. Developing and maintaining relationships with internal stakeholders, sub-adviser firms, and key service providers. Provide real-time leadership advice and guidance to the stakeholders on investment-related guidelines matters. Researching, analyzing, and interpreting current, new, and proposed regulatory requirements. Implementing and documenting new policies and procedures relating to mutual funds, Collective Investment Trusts, and investment advisers. Reviewing, analyzing, and testing current policies and procedures; identifying, recommending, and implementing new and/or enhanced practices. Serving as a subject-matter expert on assigned compliance-related matters. Assists senior level team members with additional routine and more senior tasks and assignments (i.e., data management, new sub-adviser on boarding, etc.). This position is known internally as a Specialist II-Fund Admin What Experience You Need: 5+ years of related experience in asset management industry focusing on regulatory, securities, or investment compliance experience. Bachelor's degree in business, Finance, pre-law, or equivalent education and experience. Securities licenses Series 7 and Series 66 required within 6 months of hire. Familiarity with the following programs strongly preferred: Charles River Compliance System, Bloomberg, Refinitive, and MyState Street. Proficient with Microsoft Office 365. Experience in preparing periodic and/or ad hoc Management and Board reporting. Extensive Compliance experience related to equities and/or global equities. Ability to effectively communicate (verbal and written) complex ideas, processes, and situations to various audiences including senior business stakeholders, investment analysts, portfolio managers, and various oversight committees. The ideal candidate is entrepreneurial, collaborative, and able to work independently on daily tasks while taking responsibility for seeing projects through to their completion. Demonstrates organization and time management skills to be able to meet deadlines. Desire to work in fast-paced environment with a high attention to detail that is at the cutting edge of investment management innovation. Excellent writing skills, including experience writing memoranda, and policy and procedure documents. Ability to balance multiple priorities and demands concurrently. What Could Set You Apart: Experience working in the investment management industry and knowledge of investment products strongly preferred. Working knowledge, understanding and experience with the Investment Company Act of 1940, Securities and Exchange Act of 1933, Securities Exchange Act of 1934, and Mutual Fund Compliance experience preferred. Strong understanding of the sub-adviser and service provider oversight relationships, including participation in due diligence meetings, sub-adviser and service provider outreach, enhancements to policies and procedures (as necessary), and continued monitoring of sub-adviser and service provider risk practices. Understands and applies intermediate knowledge of product/tool/systems, regulatory issues, with the ability to apply the knowledge to the Edward Jones business model, philosophies, and values. Proficient at creating spreadsheets, creating, and analyzing reports, developing measures and external resources. Comfortable working across multiple functions, geographies and partners with maturity and judgement Familiarity with completing the annual prospectus, Statement of Additional Information guideline review and facilitate changes to compliance monitoring system rule coding, as needed. Work in ambiguous and overly complex situations, create clarity, demonstrate sound judgement, and drive towards effective outcomes. Work well under pressure and meet critical deadlines in a very time sensitive environment. Ability to comprehend complex data sets. Comfortable engaging various technologies and software packages like Diligent and Smartsheet. Superb critical thinking and problem-solving abilities. Candidates that live within in a commutable distance from our Tempe, AZ and St. Louis, MO home office locations are expected to work in the office three days per week, with preference for Tuesday through Thursday. At Edward Jones, w e are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law. At Edward Jones, we value and respect our associates and their contributions, and we recognize individual efforts through a rewards program that promotes a long-term career, financial security and well-being. Visit our career site to learn more about our total compensation approach, which in addition to base salary, typically includes benefits, bonuses and profit sharing. The salary range for this role is based on national data and actual pay is based on skills, experience, education, and other relevant factors for a potential new associate: Salary: $70659 - $116516 Category: Headquarters
05/17/2024
Full time
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500 company where people come first. With over 8 million clients and 19,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report . 1 Fortune 500, published June 2023, data as of December 2022. Compensation provided for using, not obtaining, the rating. Team Overview: Edward D. Jones & Co, L.P. ("Edward Jones") is seeking a Fund Investment Guidelines Specialist II for our Proprietary Funds Investment Guidelines ("PFIG") team, whose primary goal is overseeing and executing daily investment guidelines and monitoring functions over the Bridge Builder Trust Mutual Funds and Edward Jones Money Market Fund, as well as providing meaningful contributions to the success of multiple oversight programs that are designed to prevent, detect, and assist in resolving potential violations of federal securities laws and regulations for Edward Jones Fund complex, and Service Providers. As a member of the PFIG team, you will be interacting with multiple asset management teams and service providers in the industry, as well as stakeholder across Edward Jones. What You Will Do: The core focus of the PFIG team is to partner with stakeholders, evaluate, analyze, oversee, and execute the daily first line investment guidelines operations processes: Performs daily monitoring of post-trade portfolio compliance test results generated by Charles River (CRD). Research each exception and escalate potential breaches and other significant findings to the Investment Guidelines management team. Daily monitoring of liquidity risk and money market fund programs. Participates in Olive Street Investment Advisers, LLC, and respective sub-adviser 15(c) reviews. Completes Internal Revenue Service tax compliance testing on a quarterly basis. Participates in annual fund matrix review and procedure testing exercises. Identifying, analyzing, and resolving investment guidelines issues across the fund complex. Assists with overseeing subadviser due diligence, investment compliance monitoring, facilitating and reviewing quarterly questionnaires. Prepares periodic (daily, weekly, monthly etc.) compliance documentation, including results of all automated and manual fund guideline rules in accordance with departmental procedures. Effective monitoring of the investment guidelines' mailbox for communications from overlay manager, sub-advisers, internal stakeholders, and service providers. As an associate within Investment Guidelines team, you will interact with various internal business departments across Edward Jones. As a team member, you will primarily be responsible for interpreting and analyzing the fund investment guidelines and partnering with the fund administrators in applying them into the compliance system. Developing and maintaining relationships with internal stakeholders, sub-adviser firms, and key service providers. Provide real-time leadership advice and guidance to the stakeholders on investment-related guidelines matters. Researching, analyzing, and interpreting current, new, and proposed regulatory requirements. Implementing and documenting new policies and procedures relating to mutual funds, Collective Investment Trusts, and investment advisers. Reviewing, analyzing, and testing current policies and procedures; identifying, recommending, and implementing new and/or enhanced practices. Serving as a subject-matter expert on assigned compliance-related matters. Assists senior level team members with additional routine and more senior tasks and assignments (i.e., data management, new sub-adviser on boarding, etc.). This position is known internally as a Specialist II-Fund Admin What Experience You Need: 5+ years of related experience in asset management industry focusing on regulatory, securities, or investment compliance experience. Bachelor's degree in business, Finance, pre-law, or equivalent education and experience. Securities licenses Series 7 and Series 66 required within 6 months of hire. Familiarity with the following programs strongly preferred: Charles River Compliance System, Bloomberg, Refinitive, and MyState Street. Proficient with Microsoft Office 365. Experience in preparing periodic and/or ad hoc Management and Board reporting. Extensive Compliance experience related to equities and/or global equities. Ability to effectively communicate (verbal and written) complex ideas, processes, and situations to various audiences including senior business stakeholders, investment analysts, portfolio managers, and various oversight committees. The ideal candidate is entrepreneurial, collaborative, and able to work independently on daily tasks while taking responsibility for seeing projects through to their completion. Demonstrates organization and time management skills to be able to meet deadlines. Desire to work in fast-paced environment with a high attention to detail that is at the cutting edge of investment management innovation. Excellent writing skills, including experience writing memoranda, and policy and procedure documents. Ability to balance multiple priorities and demands concurrently. What Could Set You Apart: Experience working in the investment management industry and knowledge of investment products strongly preferred. Working knowledge, understanding and experience with the Investment Company Act of 1940, Securities and Exchange Act of 1933, Securities Exchange Act of 1934, and Mutual Fund Compliance experience preferred. Strong understanding of the sub-adviser and service provider oversight relationships, including participation in due diligence meetings, sub-adviser and service provider outreach, enhancements to policies and procedures (as necessary), and continued monitoring of sub-adviser and service provider risk practices. Understands and applies intermediate knowledge of product/tool/systems, regulatory issues, with the ability to apply the knowledge to the Edward Jones business model, philosophies, and values. Proficient at creating spreadsheets, creating, and analyzing reports, developing measures and external resources. Comfortable working across multiple functions, geographies and partners with maturity and judgement Familiarity with completing the annual prospectus, Statement of Additional Information guideline review and facilitate changes to compliance monitoring system rule coding, as needed. Work in ambiguous and overly complex situations, create clarity, demonstrate sound judgement, and drive towards effective outcomes. Work well under pressure and meet critical deadlines in a very time sensitive environment. Ability to comprehend complex data sets. Comfortable engaging various technologies and software packages like Diligent and Smartsheet. Superb critical thinking and problem-solving abilities. Candidates that live within in a commutable distance from our Tempe, AZ and St. Louis, MO home office locations are expected to work in the office three days per week, with preference for Tuesday through Thursday. At Edward Jones, w e are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law. At Edward Jones, we value and respect our associates and their contributions, and we recognize individual efforts through a rewards program that promotes a long-term career, financial security and well-being. Visit our career site to learn more about our total compensation approach, which in addition to base salary, typically includes benefits, bonuses and profit sharing. The salary range for this role is based on national data and actual pay is based on skills, experience, education, and other relevant factors for a potential new associate: Salary: $70659 - $116516 Category: Headquarters
Grow your career with a growing organization Whether they're helping people reach their long-term financial goals or providing personal wealth management strategies, every associate contributes to changing the lives of those we serve for the better. When it comes to job satisfaction, that's hard to beat. And from a personal satisfaction perspective, you'll enjoy the freedom to support causes that matter to you and experience a truly inclusive work environment. Your future starts now. Analyst Business Systems Continue to build your rewarding career helping others achieve their financial dream at an organization that values your own long-term success. With your unique talents, you have what it takes to be bold and brilliant in everything you do and reach new heights for a company dedicated to diversity and inclusion, community and you. This role is a job level of G Technical. Under general supervision, formulates, defines, and documents system/application scope and objectives through research and fact-finding to develop or modify systems/applications that support the financial services and/or investments divisions. Prepares detailed specifications from which system/applications will be developed and maintained. Performs system/application testing to ensure delivery meets business, budgetary, and end-user expectations. May lead projects of smaller scope or manage portions of larger projects. WHAT YOU WILL DO: Work intake/prioritization/ requirements management : Work with product team to review priorities, define deliverables by gathering, analyzing, and documenting requirements. May collaborate with design team to create user-interface wireframes/mockups. Development readiness: Work alongside with systems development teams to further decompose and determine final "development ready" business, technical, and design requirements. Act as a liaison between business stakeholders and systems development teams and Provide day-to-day support to existing applications and troubleshoots system/applications issues as they arise Support production release activities as needed, and support business as needed to ensure operational/business readiness for new features. Participate in the production support by monitoring and addressing issues as needed Engage cross departmental teams to transform business requirements into system and functional requirements that are clear, complete, and executable. Develop a variety of models and diagrams including system context models, data flow diagrams and use case diagrams. May collaborate with systems development teams on test planning to identify test data requirements and/or scenarios. Partner with the VSA, VSO to ascertain project task estimates, deadlines, and deliverables, simultaneously working on multiple projects. Perform gap analysis and define gap closure strategies. Gain consensus and approval on final requirements. WHAT YOU WILL BRING: Minimum of 4 years of experience working as a Business Systems Analyst Experience with software development tools (ie. Jira, Gitlab, IntelliJ). Strong experience creating user stories defining business needs for digital solutions. Experience with a relational databases and PL/SQL Able to communicate effectively with both technical and non-technical project team members. Strong analytical and problem-solving abilities, proficient in addressing complex technical issues. Good understanding of the software development lifecycle, including tools, methodologies, programming languages, agile practices, and systems integration. WHAT WILL SET YOU APART: Bachelor's degree in Computer Science, Information Systems, or equivalent emphasis. Familiarity with cloud technologies Industry background in Retirement, Finance, or Insurance. Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time, including CPT/OPT. What we offer you We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance. Medical, dental, vision and life insurance Retirement savings - 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup Tuition reimbursement up to $5,250/year Business-casual environment that includes the option to wear jeans Generous paid time off upon hire - including a paid time off program plus ten paid company holidays and three floating holidays each calendar year Paid volunteer time - 16 hours per calendar year Leave of absence programs - including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA) Business Resource Groups (BRGs) - internal networks that rally around common interest, experiences and identities such as race, ethnicity, gender, ability, military status and sexual orientation. BRGs play a vital role in educating and engaging our people and advancing our business priorities. Base Salary Range $63,100.00 - $89,125.00 The salary range above shows the typical minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer. Equal opportunity employer • Drug-free workplace We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law. For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment, will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet connection. Job Posting End Date at 12:01 am on: 05-18-2024 Want the latest money news and views shaping how we live, work and play? Sign up for Empower's free newsletter and check out The Currency . Workplace Flexibility: Remote - Nationwide
05/17/2024
Full time
Grow your career with a growing organization Whether they're helping people reach their long-term financial goals or providing personal wealth management strategies, every associate contributes to changing the lives of those we serve for the better. When it comes to job satisfaction, that's hard to beat. And from a personal satisfaction perspective, you'll enjoy the freedom to support causes that matter to you and experience a truly inclusive work environment. Your future starts now. Analyst Business Systems Continue to build your rewarding career helping others achieve their financial dream at an organization that values your own long-term success. With your unique talents, you have what it takes to be bold and brilliant in everything you do and reach new heights for a company dedicated to diversity and inclusion, community and you. This role is a job level of G Technical. Under general supervision, formulates, defines, and documents system/application scope and objectives through research and fact-finding to develop or modify systems/applications that support the financial services and/or investments divisions. Prepares detailed specifications from which system/applications will be developed and maintained. Performs system/application testing to ensure delivery meets business, budgetary, and end-user expectations. May lead projects of smaller scope or manage portions of larger projects. WHAT YOU WILL DO: Work intake/prioritization/ requirements management : Work with product team to review priorities, define deliverables by gathering, analyzing, and documenting requirements. May collaborate with design team to create user-interface wireframes/mockups. Development readiness: Work alongside with systems development teams to further decompose and determine final "development ready" business, technical, and design requirements. Act as a liaison between business stakeholders and systems development teams and Provide day-to-day support to existing applications and troubleshoots system/applications issues as they arise Support production release activities as needed, and support business as needed to ensure operational/business readiness for new features. Participate in the production support by monitoring and addressing issues as needed Engage cross departmental teams to transform business requirements into system and functional requirements that are clear, complete, and executable. Develop a variety of models and diagrams including system context models, data flow diagrams and use case diagrams. May collaborate with systems development teams on test planning to identify test data requirements and/or scenarios. Partner with the VSA, VSO to ascertain project task estimates, deadlines, and deliverables, simultaneously working on multiple projects. Perform gap analysis and define gap closure strategies. Gain consensus and approval on final requirements. WHAT YOU WILL BRING: Minimum of 4 years of experience working as a Business Systems Analyst Experience with software development tools (ie. Jira, Gitlab, IntelliJ). Strong experience creating user stories defining business needs for digital solutions. Experience with a relational databases and PL/SQL Able to communicate effectively with both technical and non-technical project team members. Strong analytical and problem-solving abilities, proficient in addressing complex technical issues. Good understanding of the software development lifecycle, including tools, methodologies, programming languages, agile practices, and systems integration. WHAT WILL SET YOU APART: Bachelor's degree in Computer Science, Information Systems, or equivalent emphasis. Familiarity with cloud technologies Industry background in Retirement, Finance, or Insurance. Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time, including CPT/OPT. What we offer you We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance. Medical, dental, vision and life insurance Retirement savings - 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup Tuition reimbursement up to $5,250/year Business-casual environment that includes the option to wear jeans Generous paid time off upon hire - including a paid time off program plus ten paid company holidays and three floating holidays each calendar year Paid volunteer time - 16 hours per calendar year Leave of absence programs - including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA) Business Resource Groups (BRGs) - internal networks that rally around common interest, experiences and identities such as race, ethnicity, gender, ability, military status and sexual orientation. BRGs play a vital role in educating and engaging our people and advancing our business priorities. Base Salary Range $63,100.00 - $89,125.00 The salary range above shows the typical minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer. Equal opportunity employer • Drug-free workplace We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law. For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment, will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet connection. Job Posting End Date at 12:01 am on: 05-18-2024 Want the latest money news and views shaping how we live, work and play? Sign up for Empower's free newsletter and check out The Currency . Workplace Flexibility: Remote - Nationwide
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500 company where people come first. With over 8 million clients and 19,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report . 1 Fortune 500, published June 2023, data as of December 2022. Compensation provided for using, not obtaining, the rating. Team Overview: Edward D. Jones & Co, L.P. ("Edward Jones") is seeking a Fund Investment Guidelines Specialist II for our Proprietary Funds Investment Guidelines ("PFIG") team, whose primary goal is overseeing and executing daily investment guidelines and monitoring functions over the Bridge Builder Trust Mutual Funds and Edward Jones Money Market Fund, as well as providing meaningful contributions to the success of multiple oversight programs that are designed to prevent, detect, and assist in resolving potential violations of federal securities laws and regulations for Edward Jones Fund complex, and Service Providers. As a member of the PFIG team, you will be interacting with multiple asset management teams and service providers in the industry, as well as stakeholder across Edward Jones. What You Will Do: The core focus of the PFIG team is to partner with stakeholders, evaluate, analyze, oversee, and execute the daily first line investment guidelines operations processes: Performs daily monitoring of post-trade portfolio compliance test results generated by Charles River (CRD). Research each exception and escalate potential breaches and other significant findings to the Investment Guidelines management team. Daily monitoring of liquidity risk and money market fund programs. Participates in Olive Street Investment Advisers, LLC, and respective sub-adviser 15(c) reviews. Completes Internal Revenue Service tax compliance testing on a quarterly basis. Participates in annual fund matrix review and procedure testing exercises. Identifying, analyzing, and resolving investment guidelines issues across the fund complex. Assists with overseeing subadviser due diligence, investment compliance monitoring, facilitating and reviewing quarterly questionnaires. Prepares periodic (daily, weekly, monthly etc.) compliance documentation, including results of all automated and manual fund guideline rules in accordance with departmental procedures. Effective monitoring of the investment guidelines' mailbox for communications from overlay manager, sub-advisers, internal stakeholders, and service providers. As an associate within Investment Guidelines team, you will interact with various internal business departments across Edward Jones. As a team member, you will primarily be responsible for interpreting and analyzing the fund investment guidelines and partnering with the fund administrators in applying them into the compliance system. Developing and maintaining relationships with internal stakeholders, sub-adviser firms, and key service providers. Provide real-time leadership advice and guidance to the stakeholders on investment-related guidelines matters. Researching, analyzing, and interpreting current, new, and proposed regulatory requirements. Implementing and documenting new policies and procedures relating to mutual funds, Collective Investment Trusts, and investment advisers. Reviewing, analyzing, and testing current policies and procedures; identifying, recommending, and implementing new and/or enhanced practices. Serving as a subject-matter expert on assigned compliance-related matters. Assists senior level team members with additional routine and more senior tasks and assignments (i.e., data management, new sub-adviser on boarding, etc.). This position is known internally as a Specialist II-Fund Admin What Experience You Need: 5+ years of related experience in asset management industry focusing on regulatory, securities, or investment compliance experience. Bachelor's degree in business, Finance, pre-law, or equivalent education and experience. Securities licenses Series 7 and Series 66 required within 6 months of hire. Familiarity with the following programs strongly preferred: Charles River Compliance System, Bloomberg, Refinitive, and MyState Street. Proficient with Microsoft Office 365. Experience in preparing periodic and/or ad hoc Management and Board reporting. Extensive Compliance experience related to equities and/or global equities. Ability to effectively communicate (verbal and written) complex ideas, processes, and situations to various audiences including senior business stakeholders, investment analysts, portfolio managers, and various oversight committees. The ideal candidate is entrepreneurial, collaborative, and able to work independently on daily tasks while taking responsibility for seeing projects through to their completion. Demonstrates organization and time management skills to be able to meet deadlines. Desire to work in fast-paced environment with a high attention to detail that is at the cutting edge of investment management innovation. Excellent writing skills, including experience writing memoranda, and policy and procedure documents. Ability to balance multiple priorities and demands concurrently. What Could Set You Apart: Experience working in the investment management industry and knowledge of investment products strongly preferred. Working knowledge, understanding and experience with the Investment Company Act of 1940, Securities and Exchange Act of 1933, Securities Exchange Act of 1934, and Mutual Fund Compliance experience preferred. Strong understanding of the sub-adviser and service provider oversight relationships, including participation in due diligence meetings, sub-adviser and service provider outreach, enhancements to policies and procedures (as necessary), and continued monitoring of sub-adviser and service provider risk practices. Understands and applies intermediate knowledge of product/tool/systems, regulatory issues, with the ability to apply the knowledge to the Edward Jones business model, philosophies, and values. Proficient at creating spreadsheets, creating, and analyzing reports, developing measures and external resources. Comfortable working across multiple functions, geographies and partners with maturity and judgement Familiarity with completing the annual prospectus, Statement of Additional Information guideline review and facilitate changes to compliance monitoring system rule coding, as needed. Work in ambiguous and overly complex situations, create clarity, demonstrate sound judgement, and drive towards effective outcomes. Work well under pressure and meet critical deadlines in a very time sensitive environment. Ability to comprehend complex data sets. Comfortable engaging various technologies and software packages like Diligent and Smartsheet. Superb critical thinking and problem-solving abilities. Candidates that live within in a commutable distance from our Tempe, AZ and St. Louis, MO home office locations are expected to work in the office three days per week, with preference for Tuesday through Thursday. At Edward Jones, w e are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law. At Edward Jones, we value and respect our associates and their contributions, and we recognize individual efforts through a rewards program that promotes a long-term career, financial security and well-being. Visit our career site to learn more about our total compensation approach, which in addition to base salary, typically includes benefits, bonuses and profit sharing. The salary range for this role is based on national data and actual pay is based on skills, experience, education, and other relevant factors for a potential new associate: Salary: $70659 - $116516 Category: Headquarters
05/17/2024
Full time
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500 company where people come first. With over 8 million clients and 19,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report . 1 Fortune 500, published June 2023, data as of December 2022. Compensation provided for using, not obtaining, the rating. Team Overview: Edward D. Jones & Co, L.P. ("Edward Jones") is seeking a Fund Investment Guidelines Specialist II for our Proprietary Funds Investment Guidelines ("PFIG") team, whose primary goal is overseeing and executing daily investment guidelines and monitoring functions over the Bridge Builder Trust Mutual Funds and Edward Jones Money Market Fund, as well as providing meaningful contributions to the success of multiple oversight programs that are designed to prevent, detect, and assist in resolving potential violations of federal securities laws and regulations for Edward Jones Fund complex, and Service Providers. As a member of the PFIG team, you will be interacting with multiple asset management teams and service providers in the industry, as well as stakeholder across Edward Jones. What You Will Do: The core focus of the PFIG team is to partner with stakeholders, evaluate, analyze, oversee, and execute the daily first line investment guidelines operations processes: Performs daily monitoring of post-trade portfolio compliance test results generated by Charles River (CRD). Research each exception and escalate potential breaches and other significant findings to the Investment Guidelines management team. Daily monitoring of liquidity risk and money market fund programs. Participates in Olive Street Investment Advisers, LLC, and respective sub-adviser 15(c) reviews. Completes Internal Revenue Service tax compliance testing on a quarterly basis. Participates in annual fund matrix review and procedure testing exercises. Identifying, analyzing, and resolving investment guidelines issues across the fund complex. Assists with overseeing subadviser due diligence, investment compliance monitoring, facilitating and reviewing quarterly questionnaires. Prepares periodic (daily, weekly, monthly etc.) compliance documentation, including results of all automated and manual fund guideline rules in accordance with departmental procedures. Effective monitoring of the investment guidelines' mailbox for communications from overlay manager, sub-advisers, internal stakeholders, and service providers. As an associate within Investment Guidelines team, you will interact with various internal business departments across Edward Jones. As a team member, you will primarily be responsible for interpreting and analyzing the fund investment guidelines and partnering with the fund administrators in applying them into the compliance system. Developing and maintaining relationships with internal stakeholders, sub-adviser firms, and key service providers. Provide real-time leadership advice and guidance to the stakeholders on investment-related guidelines matters. Researching, analyzing, and interpreting current, new, and proposed regulatory requirements. Implementing and documenting new policies and procedures relating to mutual funds, Collective Investment Trusts, and investment advisers. Reviewing, analyzing, and testing current policies and procedures; identifying, recommending, and implementing new and/or enhanced practices. Serving as a subject-matter expert on assigned compliance-related matters. Assists senior level team members with additional routine and more senior tasks and assignments (i.e., data management, new sub-adviser on boarding, etc.). This position is known internally as a Specialist II-Fund Admin What Experience You Need: 5+ years of related experience in asset management industry focusing on regulatory, securities, or investment compliance experience. Bachelor's degree in business, Finance, pre-law, or equivalent education and experience. Securities licenses Series 7 and Series 66 required within 6 months of hire. Familiarity with the following programs strongly preferred: Charles River Compliance System, Bloomberg, Refinitive, and MyState Street. Proficient with Microsoft Office 365. Experience in preparing periodic and/or ad hoc Management and Board reporting. Extensive Compliance experience related to equities and/or global equities. Ability to effectively communicate (verbal and written) complex ideas, processes, and situations to various audiences including senior business stakeholders, investment analysts, portfolio managers, and various oversight committees. The ideal candidate is entrepreneurial, collaborative, and able to work independently on daily tasks while taking responsibility for seeing projects through to their completion. Demonstrates organization and time management skills to be able to meet deadlines. Desire to work in fast-paced environment with a high attention to detail that is at the cutting edge of investment management innovation. Excellent writing skills, including experience writing memoranda, and policy and procedure documents. Ability to balance multiple priorities and demands concurrently. What Could Set You Apart: Experience working in the investment management industry and knowledge of investment products strongly preferred. Working knowledge, understanding and experience with the Investment Company Act of 1940, Securities and Exchange Act of 1933, Securities Exchange Act of 1934, and Mutual Fund Compliance experience preferred. Strong understanding of the sub-adviser and service provider oversight relationships, including participation in due diligence meetings, sub-adviser and service provider outreach, enhancements to policies and procedures (as necessary), and continued monitoring of sub-adviser and service provider risk practices. Understands and applies intermediate knowledge of product/tool/systems, regulatory issues, with the ability to apply the knowledge to the Edward Jones business model, philosophies, and values. Proficient at creating spreadsheets, creating, and analyzing reports, developing measures and external resources. Comfortable working across multiple functions, geographies and partners with maturity and judgement Familiarity with completing the annual prospectus, Statement of Additional Information guideline review and facilitate changes to compliance monitoring system rule coding, as needed. Work in ambiguous and overly complex situations, create clarity, demonstrate sound judgement, and drive towards effective outcomes. Work well under pressure and meet critical deadlines in a very time sensitive environment. Ability to comprehend complex data sets. Comfortable engaging various technologies and software packages like Diligent and Smartsheet. Superb critical thinking and problem-solving abilities. Candidates that live within in a commutable distance from our Tempe, AZ and St. Louis, MO home office locations are expected to work in the office three days per week, with preference for Tuesday through Thursday. At Edward Jones, w e are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law. At Edward Jones, we value and respect our associates and their contributions, and we recognize individual efforts through a rewards program that promotes a long-term career, financial security and well-being. Visit our career site to learn more about our total compensation approach, which in addition to base salary, typically includes benefits, bonuses and profit sharing. The salary range for this role is based on national data and actual pay is based on skills, experience, education, and other relevant factors for a potential new associate: Salary: $70659 - $116516 Category: Headquarters
Why USAA? Let's do something that really matters. At USAA, we have an important mission: facilitating the financial security of millions of U.S. military members and their families. Not all of our employees served in our nation's military, but we all share in the mission to give back to those who did. We're working as one to build a great experience and make a real impact for our members. We believe in our core values of honesty, integrity, loyalty and service. They're what guides everything we do - from how we treat our members to how we treat each other. Come be a part of what makes us so special! The Opportunity As a dedicated Quantitative Risk Analyst Senior, you will be an important subject matter expert for P&C investment portfolio management risk analysis in the second line of defense. You will work with treasury, CIO, Enterprise Financial Risk Management, and P&C Leadership to ensure risks are measured, managed and communicated. Conducts and develops quantitative and analytic models, assessments and/or applications in support of risk management efforts that assess the market and identify risks and gaps in existing or proposed processes. Applies diverse methodologies and deep experience in quantitative analytics to identify and solve complex and/or undefined risk problems. Works with Leadership to remediate gaps and improvements identified between existing practices and regulatory requirements. Seniors and implements complex initiatives and cross functional teams within the Chief Risk Office and across the Enterprise that drive problem resolution. Leverages broad enterprise knowledge and discernment related to core discipline(s), products and processes. This position can work remotely in the continental U.S. with occasional business travel. What you'll do: Utilizes advanced analytics to assess future risk, opportunities, and effectiveness and translates results into meaningful solutions to enhance decision making. Applies advanced knowledge and industry best practices to quantify risk and aggregate exposures. Engages in model validation and produces model validation reports. Applies innovative and scientific/quantitative analytical approaches to draw conclusions and make recommendations to answer business objectives and drive change. Translates recommendations into communication materials to effectively present to colleagues for peer review and management. Applies advanced knowledge to produce advanced analytical material for discussions with cross functional teams to understand complex business objectives and influence solution strategies. Provides mentorship to other team members in the peer review process. What you have: Bachelor's degree in Economics, Finance, Statistics, Mathematics, Actuarial Sciences, or other quantitative discipline OR 4 additional years of related experience beyond the minimum required may be substituted in lieu of a degree. 6 years related quantitative analysis experience in a discipline relevant to risk management to include statistical analysis, modeling, mathematics or other quantitative discipline OR advanced degree/designation in Economics, Finance, Statistics, Mathematics, Actuarial Sciences, or other quantitative discipline and 4 years work experience in a quantitative discipline relevant to risk management OR PhD in Economics, Finance, Statistics, Mathematics, or other quantitative discipline and up to 2 years work experience in a quantitative discipline relevant to risk management. What sets you apart: Broad understanding of financial products and financial risk management Second line of defense (enterprise risk management) experience in one or more quantitative areas Experience with Modern Portfolio Theory, Efficient Frontier, and establishing enterprise risk tolerance thresholds with executive management Experience working with industry Senioring credit risk models (Moody's, Aladdin, etc.) Familiarity with ISDAs, IMAs and other financial agreements with counterparties and prime brokers Ability to create insightful visualizations of complex data and communicate findings to senior executives and broad audiences Excellent communicator, both written and verbal Critical thinking - ability to supplement stress test and scenario analysis independently with critical thinking about the current economic environment. US military experience through military service or a military spouse/domestic partner The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. What we offer: Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. The salary range for this position is: $109,130 - $208,580. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, please visit our benefits page on Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
05/17/2024
Full time
Why USAA? Let's do something that really matters. At USAA, we have an important mission: facilitating the financial security of millions of U.S. military members and their families. Not all of our employees served in our nation's military, but we all share in the mission to give back to those who did. We're working as one to build a great experience and make a real impact for our members. We believe in our core values of honesty, integrity, loyalty and service. They're what guides everything we do - from how we treat our members to how we treat each other. Come be a part of what makes us so special! The Opportunity As a dedicated Quantitative Risk Analyst Senior, you will be an important subject matter expert for P&C investment portfolio management risk analysis in the second line of defense. You will work with treasury, CIO, Enterprise Financial Risk Management, and P&C Leadership to ensure risks are measured, managed and communicated. Conducts and develops quantitative and analytic models, assessments and/or applications in support of risk management efforts that assess the market and identify risks and gaps in existing or proposed processes. Applies diverse methodologies and deep experience in quantitative analytics to identify and solve complex and/or undefined risk problems. Works with Leadership to remediate gaps and improvements identified between existing practices and regulatory requirements. Seniors and implements complex initiatives and cross functional teams within the Chief Risk Office and across the Enterprise that drive problem resolution. Leverages broad enterprise knowledge and discernment related to core discipline(s), products and processes. This position can work remotely in the continental U.S. with occasional business travel. What you'll do: Utilizes advanced analytics to assess future risk, opportunities, and effectiveness and translates results into meaningful solutions to enhance decision making. Applies advanced knowledge and industry best practices to quantify risk and aggregate exposures. Engages in model validation and produces model validation reports. Applies innovative and scientific/quantitative analytical approaches to draw conclusions and make recommendations to answer business objectives and drive change. Translates recommendations into communication materials to effectively present to colleagues for peer review and management. Applies advanced knowledge to produce advanced analytical material for discussions with cross functional teams to understand complex business objectives and influence solution strategies. Provides mentorship to other team members in the peer review process. What you have: Bachelor's degree in Economics, Finance, Statistics, Mathematics, Actuarial Sciences, or other quantitative discipline OR 4 additional years of related experience beyond the minimum required may be substituted in lieu of a degree. 6 years related quantitative analysis experience in a discipline relevant to risk management to include statistical analysis, modeling, mathematics or other quantitative discipline OR advanced degree/designation in Economics, Finance, Statistics, Mathematics, Actuarial Sciences, or other quantitative discipline and 4 years work experience in a quantitative discipline relevant to risk management OR PhD in Economics, Finance, Statistics, Mathematics, or other quantitative discipline and up to 2 years work experience in a quantitative discipline relevant to risk management. What sets you apart: Broad understanding of financial products and financial risk management Second line of defense (enterprise risk management) experience in one or more quantitative areas Experience with Modern Portfolio Theory, Efficient Frontier, and establishing enterprise risk tolerance thresholds with executive management Experience working with industry Senioring credit risk models (Moody's, Aladdin, etc.) Familiarity with ISDAs, IMAs and other financial agreements with counterparties and prime brokers Ability to create insightful visualizations of complex data and communicate findings to senior executives and broad audiences Excellent communicator, both written and verbal Critical thinking - ability to supplement stress test and scenario analysis independently with critical thinking about the current economic environment. US military experience through military service or a military spouse/domestic partner The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. What we offer: Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. The salary range for this position is: $109,130 - $208,580. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, please visit our benefits page on Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Why USAA? Let's do something that really matters. At USAA, we have an important mission: facilitating the financial security of millions of U.S. military members and their families. Not all of our employees served in our nation's military, but we all share in the mission to give back to those who did. We're working as one to build a great experience and make a real impact for our members. We believe in our core values of honesty, integrity, loyalty and service. They're what guides everything we do - from how we treat our members to how we treat each other. Come be a part of what makes us so special! The Opportunity As a dedicated Quantitative Risk Analyst Senior, you will be an important subject matter expert for P&C investment portfolio management risk analysis in the second line of defense. You will work with treasury, CIO, Enterprise Financial Risk Management, and P&C Leadership to ensure risks are measured, managed and communicated. Conducts and develops quantitative and analytic models, assessments and/or applications in support of risk management efforts that assess the market and identify risks and gaps in existing or proposed processes. Applies diverse methodologies and deep experience in quantitative analytics to identify and solve complex and/or undefined risk problems. Works with Leadership to remediate gaps and improvements identified between existing practices and regulatory requirements. Seniors and implements complex initiatives and cross functional teams within the Chief Risk Office and across the Enterprise that drive problem resolution. Leverages broad enterprise knowledge and discernment related to core discipline(s), products and processes. This position can work remotely in the continental U.S. with occasional business travel. What you'll do: Utilizes advanced analytics to assess future risk, opportunities, and effectiveness and translates results into meaningful solutions to enhance decision making. Applies advanced knowledge and industry best practices to quantify risk and aggregate exposures. Engages in model validation and produces model validation reports. Applies innovative and scientific/quantitative analytical approaches to draw conclusions and make recommendations to answer business objectives and drive change. Translates recommendations into communication materials to effectively present to colleagues for peer review and management. Applies advanced knowledge to produce advanced analytical material for discussions with cross functional teams to understand complex business objectives and influence solution strategies. Provides mentorship to other team members in the peer review process. What you have: Bachelor's degree in Economics, Finance, Statistics, Mathematics, Actuarial Sciences, or other quantitative discipline OR 4 additional years of related experience beyond the minimum required may be substituted in lieu of a degree. 6 years related quantitative analysis experience in a discipline relevant to risk management to include statistical analysis, modeling, mathematics or other quantitative discipline OR advanced degree/designation in Economics, Finance, Statistics, Mathematics, Actuarial Sciences, or other quantitative discipline and 4 years work experience in a quantitative discipline relevant to risk management OR PhD in Economics, Finance, Statistics, Mathematics, or other quantitative discipline and up to 2 years work experience in a quantitative discipline relevant to risk management. What sets you apart: Broad understanding of financial products and financial risk management Second line of defense (enterprise risk management) experience in one or more quantitative areas Experience with Modern Portfolio Theory, Efficient Frontier, and establishing enterprise risk tolerance thresholds with executive management Experience working with industry Senioring credit risk models (Moody's, Aladdin, etc.) Familiarity with ISDAs, IMAs and other financial agreements with counterparties and prime brokers Ability to create insightful visualizations of complex data and communicate findings to senior executives and broad audiences Excellent communicator, both written and verbal Critical thinking - ability to supplement stress test and scenario analysis independently with critical thinking about the current economic environment. US military experience through military service or a military spouse/domestic partner The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. What we offer: Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. The salary range for this position is: $109,130 - $208,580. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, please visit our benefits page on Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
05/17/2024
Full time
Why USAA? Let's do something that really matters. At USAA, we have an important mission: facilitating the financial security of millions of U.S. military members and their families. Not all of our employees served in our nation's military, but we all share in the mission to give back to those who did. We're working as one to build a great experience and make a real impact for our members. We believe in our core values of honesty, integrity, loyalty and service. They're what guides everything we do - from how we treat our members to how we treat each other. Come be a part of what makes us so special! The Opportunity As a dedicated Quantitative Risk Analyst Senior, you will be an important subject matter expert for P&C investment portfolio management risk analysis in the second line of defense. You will work with treasury, CIO, Enterprise Financial Risk Management, and P&C Leadership to ensure risks are measured, managed and communicated. Conducts and develops quantitative and analytic models, assessments and/or applications in support of risk management efforts that assess the market and identify risks and gaps in existing or proposed processes. Applies diverse methodologies and deep experience in quantitative analytics to identify and solve complex and/or undefined risk problems. Works with Leadership to remediate gaps and improvements identified between existing practices and regulatory requirements. Seniors and implements complex initiatives and cross functional teams within the Chief Risk Office and across the Enterprise that drive problem resolution. Leverages broad enterprise knowledge and discernment related to core discipline(s), products and processes. This position can work remotely in the continental U.S. with occasional business travel. What you'll do: Utilizes advanced analytics to assess future risk, opportunities, and effectiveness and translates results into meaningful solutions to enhance decision making. Applies advanced knowledge and industry best practices to quantify risk and aggregate exposures. Engages in model validation and produces model validation reports. Applies innovative and scientific/quantitative analytical approaches to draw conclusions and make recommendations to answer business objectives and drive change. Translates recommendations into communication materials to effectively present to colleagues for peer review and management. Applies advanced knowledge to produce advanced analytical material for discussions with cross functional teams to understand complex business objectives and influence solution strategies. Provides mentorship to other team members in the peer review process. What you have: Bachelor's degree in Economics, Finance, Statistics, Mathematics, Actuarial Sciences, or other quantitative discipline OR 4 additional years of related experience beyond the minimum required may be substituted in lieu of a degree. 6 years related quantitative analysis experience in a discipline relevant to risk management to include statistical analysis, modeling, mathematics or other quantitative discipline OR advanced degree/designation in Economics, Finance, Statistics, Mathematics, Actuarial Sciences, or other quantitative discipline and 4 years work experience in a quantitative discipline relevant to risk management OR PhD in Economics, Finance, Statistics, Mathematics, or other quantitative discipline and up to 2 years work experience in a quantitative discipline relevant to risk management. What sets you apart: Broad understanding of financial products and financial risk management Second line of defense (enterprise risk management) experience in one or more quantitative areas Experience with Modern Portfolio Theory, Efficient Frontier, and establishing enterprise risk tolerance thresholds with executive management Experience working with industry Senioring credit risk models (Moody's, Aladdin, etc.) Familiarity with ISDAs, IMAs and other financial agreements with counterparties and prime brokers Ability to create insightful visualizations of complex data and communicate findings to senior executives and broad audiences Excellent communicator, both written and verbal Critical thinking - ability to supplement stress test and scenario analysis independently with critical thinking about the current economic environment. US military experience through military service or a military spouse/domestic partner The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. What we offer: Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. The salary range for this position is: $109,130 - $208,580. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, please visit our benefits page on Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Why USAA? Let's do something that really matters. At USAA, we have an important mission: facilitating the financial security of millions of U.S. military members and their families. Not all of our employees served in our nation's military, but we all share in the mission to give back to those who did. We're working as one to build a great experience and make a real impact for our members. We believe in our core values of honesty, integrity, loyalty and service. They're what guides everything we do - from how we treat our members to how we treat each other. Come be a part of what makes us so special! The Opportunity As a dedicated Quantitative Risk Analyst Senior, you will be an important subject matter expert for P&C investment portfolio management risk analysis in the second line of defense. You will work with treasury, CIO, Enterprise Financial Risk Management, and P&C Leadership to ensure risks are measured, managed and communicated. Conducts and develops quantitative and analytic models, assessments and/or applications in support of risk management efforts that assess the market and identify risks and gaps in existing or proposed processes. Applies diverse methodologies and deep experience in quantitative analytics to identify and solve complex and/or undefined risk problems. Works with Leadership to remediate gaps and improvements identified between existing practices and regulatory requirements. Seniors and implements complex initiatives and cross functional teams within the Chief Risk Office and across the Enterprise that drive problem resolution. Leverages broad enterprise knowledge and discernment related to core discipline(s), products and processes. This position can work remotely in the continental U.S. with occasional business travel. What you'll do: Utilizes advanced analytics to assess future risk, opportunities, and effectiveness and translates results into meaningful solutions to enhance decision making. Applies advanced knowledge and industry best practices to quantify risk and aggregate exposures. Engages in model validation and produces model validation reports. Applies innovative and scientific/quantitative analytical approaches to draw conclusions and make recommendations to answer business objectives and drive change. Translates recommendations into communication materials to effectively present to colleagues for peer review and management. Applies advanced knowledge to produce advanced analytical material for discussions with cross functional teams to understand complex business objectives and influence solution strategies. Provides mentorship to other team members in the peer review process. What you have: Bachelor's degree in Economics, Finance, Statistics, Mathematics, Actuarial Sciences, or other quantitative discipline OR 4 additional years of related experience beyond the minimum required may be substituted in lieu of a degree. 6 years related quantitative analysis experience in a discipline relevant to risk management to include statistical analysis, modeling, mathematics or other quantitative discipline OR advanced degree/designation in Economics, Finance, Statistics, Mathematics, Actuarial Sciences, or other quantitative discipline and 4 years work experience in a quantitative discipline relevant to risk management OR PhD in Economics, Finance, Statistics, Mathematics, or other quantitative discipline and up to 2 years work experience in a quantitative discipline relevant to risk management. What sets you apart: Broad understanding of financial products and financial risk management Second line of defense (enterprise risk management) experience in one or more quantitative areas Experience with Modern Portfolio Theory, Efficient Frontier, and establishing enterprise risk tolerance thresholds with executive management Experience working with industry Senioring credit risk models (Moody's, Aladdin, etc.) Familiarity with ISDAs, IMAs and other financial agreements with counterparties and prime brokers Ability to create insightful visualizations of complex data and communicate findings to senior executives and broad audiences Excellent communicator, both written and verbal Critical thinking - ability to supplement stress test and scenario analysis independently with critical thinking about the current economic environment. US military experience through military service or a military spouse/domestic partner The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. What we offer: Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. The salary range for this position is: $109,130 - $208,580. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, please visit our benefits page on Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
05/17/2024
Full time
Why USAA? Let's do something that really matters. At USAA, we have an important mission: facilitating the financial security of millions of U.S. military members and their families. Not all of our employees served in our nation's military, but we all share in the mission to give back to those who did. We're working as one to build a great experience and make a real impact for our members. We believe in our core values of honesty, integrity, loyalty and service. They're what guides everything we do - from how we treat our members to how we treat each other. Come be a part of what makes us so special! The Opportunity As a dedicated Quantitative Risk Analyst Senior, you will be an important subject matter expert for P&C investment portfolio management risk analysis in the second line of defense. You will work with treasury, CIO, Enterprise Financial Risk Management, and P&C Leadership to ensure risks are measured, managed and communicated. Conducts and develops quantitative and analytic models, assessments and/or applications in support of risk management efforts that assess the market and identify risks and gaps in existing or proposed processes. Applies diverse methodologies and deep experience in quantitative analytics to identify and solve complex and/or undefined risk problems. Works with Leadership to remediate gaps and improvements identified between existing practices and regulatory requirements. Seniors and implements complex initiatives and cross functional teams within the Chief Risk Office and across the Enterprise that drive problem resolution. Leverages broad enterprise knowledge and discernment related to core discipline(s), products and processes. This position can work remotely in the continental U.S. with occasional business travel. What you'll do: Utilizes advanced analytics to assess future risk, opportunities, and effectiveness and translates results into meaningful solutions to enhance decision making. Applies advanced knowledge and industry best practices to quantify risk and aggregate exposures. Engages in model validation and produces model validation reports. Applies innovative and scientific/quantitative analytical approaches to draw conclusions and make recommendations to answer business objectives and drive change. Translates recommendations into communication materials to effectively present to colleagues for peer review and management. Applies advanced knowledge to produce advanced analytical material for discussions with cross functional teams to understand complex business objectives and influence solution strategies. Provides mentorship to other team members in the peer review process. What you have: Bachelor's degree in Economics, Finance, Statistics, Mathematics, Actuarial Sciences, or other quantitative discipline OR 4 additional years of related experience beyond the minimum required may be substituted in lieu of a degree. 6 years related quantitative analysis experience in a discipline relevant to risk management to include statistical analysis, modeling, mathematics or other quantitative discipline OR advanced degree/designation in Economics, Finance, Statistics, Mathematics, Actuarial Sciences, or other quantitative discipline and 4 years work experience in a quantitative discipline relevant to risk management OR PhD in Economics, Finance, Statistics, Mathematics, or other quantitative discipline and up to 2 years work experience in a quantitative discipline relevant to risk management. What sets you apart: Broad understanding of financial products and financial risk management Second line of defense (enterprise risk management) experience in one or more quantitative areas Experience with Modern Portfolio Theory, Efficient Frontier, and establishing enterprise risk tolerance thresholds with executive management Experience working with industry Senioring credit risk models (Moody's, Aladdin, etc.) Familiarity with ISDAs, IMAs and other financial agreements with counterparties and prime brokers Ability to create insightful visualizations of complex data and communicate findings to senior executives and broad audiences Excellent communicator, both written and verbal Critical thinking - ability to supplement stress test and scenario analysis independently with critical thinking about the current economic environment. US military experience through military service or a military spouse/domestic partner The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. What we offer: Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. The salary range for this position is: $109,130 - $208,580. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, please visit our benefits page on Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Why USAA? Let's do something that really matters. At USAA, we have an important mission: facilitating the financial security of millions of U.S. military members and their families. Not all of our employees served in our nation's military, but we all share in the mission to give back to those who did. We're working as one to build a great experience and make a real impact for our members. We believe in our core values of honesty, integrity, loyalty and service. They're what guides everything we do - from how we treat our members to how we treat each other. Come be a part of what makes us so special! The Opportunity As a dedicated Quantitative Risk Analyst Senior, you will be an important subject matter expert for P&C investment portfolio management risk analysis in the second line of defense. You will work with treasury, CIO, Enterprise Financial Risk Management, and P&C Leadership to ensure risks are measured, managed and communicated. Conducts and develops quantitative and analytic models, assessments and/or applications in support of risk management efforts that assess the market and identify risks and gaps in existing or proposed processes. Applies diverse methodologies and deep experience in quantitative analytics to identify and solve complex and/or undefined risk problems. Works with Leadership to remediate gaps and improvements identified between existing practices and regulatory requirements. Seniors and implements complex initiatives and cross functional teams within the Chief Risk Office and across the Enterprise that drive problem resolution. Leverages broad enterprise knowledge and discernment related to core discipline(s), products and processes. This position can work remotely in the continental U.S. with occasional business travel. What you'll do: Utilizes advanced analytics to assess future risk, opportunities, and effectiveness and translates results into meaningful solutions to enhance decision making. Applies advanced knowledge and industry best practices to quantify risk and aggregate exposures. Engages in model validation and produces model validation reports. Applies innovative and scientific/quantitative analytical approaches to draw conclusions and make recommendations to answer business objectives and drive change. Translates recommendations into communication materials to effectively present to colleagues for peer review and management. Applies advanced knowledge to produce advanced analytical material for discussions with cross functional teams to understand complex business objectives and influence solution strategies. Provides mentorship to other team members in the peer review process. What you have: Bachelor's degree in Economics, Finance, Statistics, Mathematics, Actuarial Sciences, or other quantitative discipline OR 4 additional years of related experience beyond the minimum required may be substituted in lieu of a degree. 6 years related quantitative analysis experience in a discipline relevant to risk management to include statistical analysis, modeling, mathematics or other quantitative discipline OR advanced degree/designation in Economics, Finance, Statistics, Mathematics, Actuarial Sciences, or other quantitative discipline and 4 years work experience in a quantitative discipline relevant to risk management OR PhD in Economics, Finance, Statistics, Mathematics, or other quantitative discipline and up to 2 years work experience in a quantitative discipline relevant to risk management. What sets you apart: Broad understanding of financial products and financial risk management Second line of defense (enterprise risk management) experience in one or more quantitative areas Experience with Modern Portfolio Theory, Efficient Frontier, and establishing enterprise risk tolerance thresholds with executive management Experience working with industry Senioring credit risk models (Moody's, Aladdin, etc.) Familiarity with ISDAs, IMAs and other financial agreements with counterparties and prime brokers Ability to create insightful visualizations of complex data and communicate findings to senior executives and broad audiences Excellent communicator, both written and verbal Critical thinking - ability to supplement stress test and scenario analysis independently with critical thinking about the current economic environment. US military experience through military service or a military spouse/domestic partner The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. What we offer: Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. The salary range for this position is: $109,130 - $208,580. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, please visit our benefits page on Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
05/17/2024
Full time
Why USAA? Let's do something that really matters. At USAA, we have an important mission: facilitating the financial security of millions of U.S. military members and their families. Not all of our employees served in our nation's military, but we all share in the mission to give back to those who did. We're working as one to build a great experience and make a real impact for our members. We believe in our core values of honesty, integrity, loyalty and service. They're what guides everything we do - from how we treat our members to how we treat each other. Come be a part of what makes us so special! The Opportunity As a dedicated Quantitative Risk Analyst Senior, you will be an important subject matter expert for P&C investment portfolio management risk analysis in the second line of defense. You will work with treasury, CIO, Enterprise Financial Risk Management, and P&C Leadership to ensure risks are measured, managed and communicated. Conducts and develops quantitative and analytic models, assessments and/or applications in support of risk management efforts that assess the market and identify risks and gaps in existing or proposed processes. Applies diverse methodologies and deep experience in quantitative analytics to identify and solve complex and/or undefined risk problems. Works with Leadership to remediate gaps and improvements identified between existing practices and regulatory requirements. Seniors and implements complex initiatives and cross functional teams within the Chief Risk Office and across the Enterprise that drive problem resolution. Leverages broad enterprise knowledge and discernment related to core discipline(s), products and processes. This position can work remotely in the continental U.S. with occasional business travel. What you'll do: Utilizes advanced analytics to assess future risk, opportunities, and effectiveness and translates results into meaningful solutions to enhance decision making. Applies advanced knowledge and industry best practices to quantify risk and aggregate exposures. Engages in model validation and produces model validation reports. Applies innovative and scientific/quantitative analytical approaches to draw conclusions and make recommendations to answer business objectives and drive change. Translates recommendations into communication materials to effectively present to colleagues for peer review and management. Applies advanced knowledge to produce advanced analytical material for discussions with cross functional teams to understand complex business objectives and influence solution strategies. Provides mentorship to other team members in the peer review process. What you have: Bachelor's degree in Economics, Finance, Statistics, Mathematics, Actuarial Sciences, or other quantitative discipline OR 4 additional years of related experience beyond the minimum required may be substituted in lieu of a degree. 6 years related quantitative analysis experience in a discipline relevant to risk management to include statistical analysis, modeling, mathematics or other quantitative discipline OR advanced degree/designation in Economics, Finance, Statistics, Mathematics, Actuarial Sciences, or other quantitative discipline and 4 years work experience in a quantitative discipline relevant to risk management OR PhD in Economics, Finance, Statistics, Mathematics, or other quantitative discipline and up to 2 years work experience in a quantitative discipline relevant to risk management. What sets you apart: Broad understanding of financial products and financial risk management Second line of defense (enterprise risk management) experience in one or more quantitative areas Experience with Modern Portfolio Theory, Efficient Frontier, and establishing enterprise risk tolerance thresholds with executive management Experience working with industry Senioring credit risk models (Moody's, Aladdin, etc.) Familiarity with ISDAs, IMAs and other financial agreements with counterparties and prime brokers Ability to create insightful visualizations of complex data and communicate findings to senior executives and broad audiences Excellent communicator, both written and verbal Critical thinking - ability to supplement stress test and scenario analysis independently with critical thinking about the current economic environment. US military experience through military service or a military spouse/domestic partner The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. What we offer: Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. The salary range for this position is: $109,130 - $208,580. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, please visit our benefits page on Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Why USAA? Let's do something that really matters. At USAA, we have an important mission: facilitating the financial security of millions of U.S. military members and their families. Not all of our employees served in our nation's military, but we all share in the mission to give back to those who did. We're working as one to build a great experience and make a real impact for our members. We believe in our core values of honesty, integrity, loyalty and service. They're what guides everything we do - from how we treat our members to how we treat each other. Come be a part of what makes us so special! The Opportunity As a dedicated Quantitative Risk Analyst Senior, you will be an important subject matter expert for P&C investment portfolio management risk analysis in the second line of defense. You will work with treasury, CIO, Enterprise Financial Risk Management, and P&C Leadership to ensure risks are measured, managed and communicated. Conducts and develops quantitative and analytic models, assessments and/or applications in support of risk management efforts that assess the market and identify risks and gaps in existing or proposed processes. Applies diverse methodologies and deep experience in quantitative analytics to identify and solve complex and/or undefined risk problems. Works with Leadership to remediate gaps and improvements identified between existing practices and regulatory requirements. Seniors and implements complex initiatives and cross functional teams within the Chief Risk Office and across the Enterprise that drive problem resolution. Leverages broad enterprise knowledge and discernment related to core discipline(s), products and processes. This position can work remotely in the continental U.S. with occasional business travel. What you'll do: Utilizes advanced analytics to assess future risk, opportunities, and effectiveness and translates results into meaningful solutions to enhance decision making. Applies advanced knowledge and industry best practices to quantify risk and aggregate exposures. Engages in model validation and produces model validation reports. Applies innovative and scientific/quantitative analytical approaches to draw conclusions and make recommendations to answer business objectives and drive change. Translates recommendations into communication materials to effectively present to colleagues for peer review and management. Applies advanced knowledge to produce advanced analytical material for discussions with cross functional teams to understand complex business objectives and influence solution strategies. Provides mentorship to other team members in the peer review process. What you have: Bachelor's degree in Economics, Finance, Statistics, Mathematics, Actuarial Sciences, or other quantitative discipline OR 4 additional years of related experience beyond the minimum required may be substituted in lieu of a degree. 6 years related quantitative analysis experience in a discipline relevant to risk management to include statistical analysis, modeling, mathematics or other quantitative discipline OR advanced degree/designation in Economics, Finance, Statistics, Mathematics, Actuarial Sciences, or other quantitative discipline and 4 years work experience in a quantitative discipline relevant to risk management OR PhD in Economics, Finance, Statistics, Mathematics, or other quantitative discipline and up to 2 years work experience in a quantitative discipline relevant to risk management. What sets you apart: Broad understanding of financial products and financial risk management Second line of defense (enterprise risk management) experience in one or more quantitative areas Experience with Modern Portfolio Theory, Efficient Frontier, and establishing enterprise risk tolerance thresholds with executive management Experience working with industry Senioring credit risk models (Moody's, Aladdin, etc.) Familiarity with ISDAs, IMAs and other financial agreements with counterparties and prime brokers Ability to create insightful visualizations of complex data and communicate findings to senior executives and broad audiences Excellent communicator, both written and verbal Critical thinking - ability to supplement stress test and scenario analysis independently with critical thinking about the current economic environment. US military experience through military service or a military spouse/domestic partner The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. What we offer: Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. The salary range for this position is: $109,130 - $208,580. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, please visit our benefits page on Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
05/17/2024
Full time
Why USAA? Let's do something that really matters. At USAA, we have an important mission: facilitating the financial security of millions of U.S. military members and their families. Not all of our employees served in our nation's military, but we all share in the mission to give back to those who did. We're working as one to build a great experience and make a real impact for our members. We believe in our core values of honesty, integrity, loyalty and service. They're what guides everything we do - from how we treat our members to how we treat each other. Come be a part of what makes us so special! The Opportunity As a dedicated Quantitative Risk Analyst Senior, you will be an important subject matter expert for P&C investment portfolio management risk analysis in the second line of defense. You will work with treasury, CIO, Enterprise Financial Risk Management, and P&C Leadership to ensure risks are measured, managed and communicated. Conducts and develops quantitative and analytic models, assessments and/or applications in support of risk management efforts that assess the market and identify risks and gaps in existing or proposed processes. Applies diverse methodologies and deep experience in quantitative analytics to identify and solve complex and/or undefined risk problems. Works with Leadership to remediate gaps and improvements identified between existing practices and regulatory requirements. Seniors and implements complex initiatives and cross functional teams within the Chief Risk Office and across the Enterprise that drive problem resolution. Leverages broad enterprise knowledge and discernment related to core discipline(s), products and processes. This position can work remotely in the continental U.S. with occasional business travel. What you'll do: Utilizes advanced analytics to assess future risk, opportunities, and effectiveness and translates results into meaningful solutions to enhance decision making. Applies advanced knowledge and industry best practices to quantify risk and aggregate exposures. Engages in model validation and produces model validation reports. Applies innovative and scientific/quantitative analytical approaches to draw conclusions and make recommendations to answer business objectives and drive change. Translates recommendations into communication materials to effectively present to colleagues for peer review and management. Applies advanced knowledge to produce advanced analytical material for discussions with cross functional teams to understand complex business objectives and influence solution strategies. Provides mentorship to other team members in the peer review process. What you have: Bachelor's degree in Economics, Finance, Statistics, Mathematics, Actuarial Sciences, or other quantitative discipline OR 4 additional years of related experience beyond the minimum required may be substituted in lieu of a degree. 6 years related quantitative analysis experience in a discipline relevant to risk management to include statistical analysis, modeling, mathematics or other quantitative discipline OR advanced degree/designation in Economics, Finance, Statistics, Mathematics, Actuarial Sciences, or other quantitative discipline and 4 years work experience in a quantitative discipline relevant to risk management OR PhD in Economics, Finance, Statistics, Mathematics, or other quantitative discipline and up to 2 years work experience in a quantitative discipline relevant to risk management. What sets you apart: Broad understanding of financial products and financial risk management Second line of defense (enterprise risk management) experience in one or more quantitative areas Experience with Modern Portfolio Theory, Efficient Frontier, and establishing enterprise risk tolerance thresholds with executive management Experience working with industry Senioring credit risk models (Moody's, Aladdin, etc.) Familiarity with ISDAs, IMAs and other financial agreements with counterparties and prime brokers Ability to create insightful visualizations of complex data and communicate findings to senior executives and broad audiences Excellent communicator, both written and verbal Critical thinking - ability to supplement stress test and scenario analysis independently with critical thinking about the current economic environment. US military experience through military service or a military spouse/domestic partner The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. What we offer: Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. The salary range for this position is: $109,130 - $208,580. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, please visit our benefits page on Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Why USAA? Let's do something that really matters. At USAA, we have an important mission: facilitating the financial security of millions of U.S. military members and their families. Not all of our employees served in our nation's military, but we all share in the mission to give back to those who did. We're working as one to build a great experience and make a real impact for our members. We believe in our core values of honesty, integrity, loyalty and service. They're what guides everything we do - from how we treat our members to how we treat each other. Come be a part of what makes us so special! The Opportunity As a dedicated Quantitative Risk Analyst Senior, you will be an important subject matter expert for P&C investment portfolio management risk analysis in the second line of defense. You will work with treasury, CIO, Enterprise Financial Risk Management, and P&C Leadership to ensure risks are measured, managed and communicated. Conducts and develops quantitative and analytic models, assessments and/or applications in support of risk management efforts that assess the market and identify risks and gaps in existing or proposed processes. Applies diverse methodologies and deep experience in quantitative analytics to identify and solve complex and/or undefined risk problems. Works with Leadership to remediate gaps and improvements identified between existing practices and regulatory requirements. Seniors and implements complex initiatives and cross functional teams within the Chief Risk Office and across the Enterprise that drive problem resolution. Leverages broad enterprise knowledge and discernment related to core discipline(s), products and processes. This position can work remotely in the continental U.S. with occasional business travel. What you'll do: Utilizes advanced analytics to assess future risk, opportunities, and effectiveness and translates results into meaningful solutions to enhance decision making. Applies advanced knowledge and industry best practices to quantify risk and aggregate exposures. Engages in model validation and produces model validation reports. Applies innovative and scientific/quantitative analytical approaches to draw conclusions and make recommendations to answer business objectives and drive change. Translates recommendations into communication materials to effectively present to colleagues for peer review and management. Applies advanced knowledge to produce advanced analytical material for discussions with cross functional teams to understand complex business objectives and influence solution strategies. Provides mentorship to other team members in the peer review process. What you have: Bachelor's degree in Economics, Finance, Statistics, Mathematics, Actuarial Sciences, or other quantitative discipline OR 4 additional years of related experience beyond the minimum required may be substituted in lieu of a degree. 6 years related quantitative analysis experience in a discipline relevant to risk management to include statistical analysis, modeling, mathematics or other quantitative discipline OR advanced degree/designation in Economics, Finance, Statistics, Mathematics, Actuarial Sciences, or other quantitative discipline and 4 years work experience in a quantitative discipline relevant to risk management OR PhD in Economics, Finance, Statistics, Mathematics, or other quantitative discipline and up to 2 years work experience in a quantitative discipline relevant to risk management. What sets you apart: Broad understanding of financial products and financial risk management Second line of defense (enterprise risk management) experience in one or more quantitative areas Experience with Modern Portfolio Theory, Efficient Frontier, and establishing enterprise risk tolerance thresholds with executive management Experience working with industry Senioring credit risk models (Moody's, Aladdin, etc.) Familiarity with ISDAs, IMAs and other financial agreements with counterparties and prime brokers Ability to create insightful visualizations of complex data and communicate findings to senior executives and broad audiences Excellent communicator, both written and verbal Critical thinking - ability to supplement stress test and scenario analysis independently with critical thinking about the current economic environment. US military experience through military service or a military spouse/domestic partner The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. What we offer: Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. The salary range for this position is: $109,130 - $208,580. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, please visit our benefits page on Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
05/17/2024
Full time
Why USAA? Let's do something that really matters. At USAA, we have an important mission: facilitating the financial security of millions of U.S. military members and their families. Not all of our employees served in our nation's military, but we all share in the mission to give back to those who did. We're working as one to build a great experience and make a real impact for our members. We believe in our core values of honesty, integrity, loyalty and service. They're what guides everything we do - from how we treat our members to how we treat each other. Come be a part of what makes us so special! The Opportunity As a dedicated Quantitative Risk Analyst Senior, you will be an important subject matter expert for P&C investment portfolio management risk analysis in the second line of defense. You will work with treasury, CIO, Enterprise Financial Risk Management, and P&C Leadership to ensure risks are measured, managed and communicated. Conducts and develops quantitative and analytic models, assessments and/or applications in support of risk management efforts that assess the market and identify risks and gaps in existing or proposed processes. Applies diverse methodologies and deep experience in quantitative analytics to identify and solve complex and/or undefined risk problems. Works with Leadership to remediate gaps and improvements identified between existing practices and regulatory requirements. Seniors and implements complex initiatives and cross functional teams within the Chief Risk Office and across the Enterprise that drive problem resolution. Leverages broad enterprise knowledge and discernment related to core discipline(s), products and processes. This position can work remotely in the continental U.S. with occasional business travel. What you'll do: Utilizes advanced analytics to assess future risk, opportunities, and effectiveness and translates results into meaningful solutions to enhance decision making. Applies advanced knowledge and industry best practices to quantify risk and aggregate exposures. Engages in model validation and produces model validation reports. Applies innovative and scientific/quantitative analytical approaches to draw conclusions and make recommendations to answer business objectives and drive change. Translates recommendations into communication materials to effectively present to colleagues for peer review and management. Applies advanced knowledge to produce advanced analytical material for discussions with cross functional teams to understand complex business objectives and influence solution strategies. Provides mentorship to other team members in the peer review process. What you have: Bachelor's degree in Economics, Finance, Statistics, Mathematics, Actuarial Sciences, or other quantitative discipline OR 4 additional years of related experience beyond the minimum required may be substituted in lieu of a degree. 6 years related quantitative analysis experience in a discipline relevant to risk management to include statistical analysis, modeling, mathematics or other quantitative discipline OR advanced degree/designation in Economics, Finance, Statistics, Mathematics, Actuarial Sciences, or other quantitative discipline and 4 years work experience in a quantitative discipline relevant to risk management OR PhD in Economics, Finance, Statistics, Mathematics, or other quantitative discipline and up to 2 years work experience in a quantitative discipline relevant to risk management. What sets you apart: Broad understanding of financial products and financial risk management Second line of defense (enterprise risk management) experience in one or more quantitative areas Experience with Modern Portfolio Theory, Efficient Frontier, and establishing enterprise risk tolerance thresholds with executive management Experience working with industry Senioring credit risk models (Moody's, Aladdin, etc.) Familiarity with ISDAs, IMAs and other financial agreements with counterparties and prime brokers Ability to create insightful visualizations of complex data and communicate findings to senior executives and broad audiences Excellent communicator, both written and verbal Critical thinking - ability to supplement stress test and scenario analysis independently with critical thinking about the current economic environment. US military experience through military service or a military spouse/domestic partner The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. What we offer: Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. The salary range for this position is: $109,130 - $208,580. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, please visit our benefits page on Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Digital Marketing Analyst Headquartered in Irvine, CA Telecommute Position Responsible for collecting, analyzing, and interpreting data to optimize digital campaigns, drive customer engagement, and maximize return on investment. Leverage advanced statistical models and machine learning techniques to extract meaningful insights from vast datasets. Perform granular data segmentation and analysis to uncover nuanced trends, user behavior patterns, and untapped opportunities for optimization. Develop complex attribution models that provide comprehensive insights into the performance and impact of various marketing touchpoints throughout the customer journey. Responsible for utilizing proprietary and external sending platforms for campaign creation, scheduling, reporting and monitoring deliverability. Provide recommendations to streamline processes, eliminate inefficiencies, and improve results across the company. Design and implement testing roadmaps, data-driven performance-based improvements in multiple tactics and channels, and develop digital marketing strategies that support business objectives and drive revenue growth. Collaborate with cross-functional teams to optimize digital marketing campaigns that align with brand guidelines and resonate with the target audience. Visualize and synthesize your analytics work appropriately for both executive & technical audiences. HOURS: 40 hours per week The experience and education requirements are: Six (6) months of experience in analytics. Bachelors degree in Data Analytics, Business Analytics, or a related discipline Please copy and paste your resume in the email body do not send attachments, we cannot open them and email them at candidates at (link removed) with reference in the subject line. Thank you.
05/17/2024
Digital Marketing Analyst Headquartered in Irvine, CA Telecommute Position Responsible for collecting, analyzing, and interpreting data to optimize digital campaigns, drive customer engagement, and maximize return on investment. Leverage advanced statistical models and machine learning techniques to extract meaningful insights from vast datasets. Perform granular data segmentation and analysis to uncover nuanced trends, user behavior patterns, and untapped opportunities for optimization. Develop complex attribution models that provide comprehensive insights into the performance and impact of various marketing touchpoints throughout the customer journey. Responsible for utilizing proprietary and external sending platforms for campaign creation, scheduling, reporting and monitoring deliverability. Provide recommendations to streamline processes, eliminate inefficiencies, and improve results across the company. Design and implement testing roadmaps, data-driven performance-based improvements in multiple tactics and channels, and develop digital marketing strategies that support business objectives and drive revenue growth. Collaborate with cross-functional teams to optimize digital marketing campaigns that align with brand guidelines and resonate with the target audience. Visualize and synthesize your analytics work appropriately for both executive & technical audiences. HOURS: 40 hours per week The experience and education requirements are: Six (6) months of experience in analytics. Bachelors degree in Data Analytics, Business Analytics, or a related discipline Please copy and paste your resume in the email body do not send attachments, we cannot open them and email them at candidates at (link removed) with reference in the subject line. Thank you.
Why USAA? Let's do something that really matters. At USAA, we have an important mission: facilitating the financial security of millions of U.S. military members and their families. Not all our employees served in our nation's military, but we all share in the mission to give back to those who did. We're working as one to build a great experience and make a real impact for our members. We believe in our core values of honesty, integrity, loyalty, and service. They're what guides everything we do - from how we treat our members to how we treat each other. Come be a part of what makes us so special! As a dedicated Director of Decision Science Analytics, you will lead and develop a highly analytical staff that provides decision support for business areas across the enterprise. By serving as a strategic partner to the business this function will be responsible for applying mathematical and statistical techniques and/or innovative /quantitative analytical approaches to draw conclusions and make 'insight to action' recommendations to answer business objectives and inspire change. We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position can be based in one of the following locations: San Antonio, TX, Plano, TX, Phoenix, AZ, Charlotte, NC, or Tampa, FL. Relocation assistance is available for this position. The Opportunity As a strategic partner, leads or collaborates with other analytical leaders in implementing the strategic direction of the business using mathematical and statistical techniques and/or innovative/quantitative analytical approaches. Develops team reputation as highly skilled experts in decision science support. Oversees and coordinates analytical tasks which include the evaluation of the business problem, analytical methodology, validation, documentation and presentation of findings and recommendations. Monitors, understands, and adopts emerging technology that can affect the application of scientific methodologies and/or quantitative analytical approaches to problem resolutions. Identifies additional resource needs ranging from IT investments, 3rd party support or additional analysts and provides business rationale and justification for additional needs. Understands the business direction, environment, and strategies, to set the analytic direction and crafts strategy to implement the approach that will influence business and lead change. Leads the effort and/or partners with enterprise analytics teams to build USAA core analytics capabilities and processes. Builds and leads all aspects of a team of employees for assigned functional area through ongoing execution of recruiting, development, retention, mentor and support, performance management, and managerial activities. Assigns and or Serves as a mentor for mathematical skills and statistical techniques and guides teams to use the appropriate approaches, to drive fact-based decision-making. Maintains and innovates knowledge of data analysis tools, data visualization, developing analysis queries and procedures in SQL, SAS, BI tools or other analysis software, and relevant industry data & methods and ability to connect external insights to business problems. Researches and pursues the latest and/or industry leading practices in data and analytics, (Ex: Cloud, Data Mining, Python, Neural Networks, Sensor data, IoT, Streaming/NRT data) to advance the overall DSA community knowledge. Seeks opportunities to continue to learn in the data and analytics space, whether informal (E.g., Coursera, Udemy, Kaggle, Code Up, etc.) or formal (E.g. Certifications or advanced coursework). Works with IT/CTO partners to advance new data and platforms that correspond to evolving abilities. Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: Bachelor's degree in quantitative analytics field such as Economics, Finance, Statistics, Mathematics, Actuarial Sciences, Operations Research, Data and/or Business Analysis, Data Science, or other quantitative subject area; OR 4 years of related experience in statistics, mathematics, or quantitative analytics (in addition to the minimum years of experience required) may be substituted in lieu of degree. 8 years of experience in a decision support analytic function. 3 years of direct team lead or management experience. Demonstrates expert skills in mathematical and statistical techniques and approaches used to influence Business Strategy with fact-based decision-making to all levels of leadership up to senior executive levels. Modernizes knowledge of data analysis tools, data visualization, developing analysis queries and procedures in SQL, SAS, BI tools or other analysis software, and relevant industry data & methods and ability to connect external insights to business problems. Experience with new and emerging data sets, and incorporation (data wrangling, data munging) into new insights. What sets you apart: US military experience through military service or a military spouse/domestic partner Deep Business knowledge in Fraud, Bank Operation Functions & Bank Regulations Experience in leading agile transformation work Recent MRA industry problem solving experience OR recent industry remediation experience (within the last 2 to 3 years) 4 years of proven Fraud industry problem solving experience The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. What we offer: Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. The salary range for this position is: $158,960 - $286,130. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, please visit our benefits page on Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
05/16/2024
Full time
Why USAA? Let's do something that really matters. At USAA, we have an important mission: facilitating the financial security of millions of U.S. military members and their families. Not all our employees served in our nation's military, but we all share in the mission to give back to those who did. We're working as one to build a great experience and make a real impact for our members. We believe in our core values of honesty, integrity, loyalty, and service. They're what guides everything we do - from how we treat our members to how we treat each other. Come be a part of what makes us so special! As a dedicated Director of Decision Science Analytics, you will lead and develop a highly analytical staff that provides decision support for business areas across the enterprise. By serving as a strategic partner to the business this function will be responsible for applying mathematical and statistical techniques and/or innovative /quantitative analytical approaches to draw conclusions and make 'insight to action' recommendations to answer business objectives and inspire change. We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position can be based in one of the following locations: San Antonio, TX, Plano, TX, Phoenix, AZ, Charlotte, NC, or Tampa, FL. Relocation assistance is available for this position. The Opportunity As a strategic partner, leads or collaborates with other analytical leaders in implementing the strategic direction of the business using mathematical and statistical techniques and/or innovative/quantitative analytical approaches. Develops team reputation as highly skilled experts in decision science support. Oversees and coordinates analytical tasks which include the evaluation of the business problem, analytical methodology, validation, documentation and presentation of findings and recommendations. Monitors, understands, and adopts emerging technology that can affect the application of scientific methodologies and/or quantitative analytical approaches to problem resolutions. Identifies additional resource needs ranging from IT investments, 3rd party support or additional analysts and provides business rationale and justification for additional needs. Understands the business direction, environment, and strategies, to set the analytic direction and crafts strategy to implement the approach that will influence business and lead change. Leads the effort and/or partners with enterprise analytics teams to build USAA core analytics capabilities and processes. Builds and leads all aspects of a team of employees for assigned functional area through ongoing execution of recruiting, development, retention, mentor and support, performance management, and managerial activities. Assigns and or Serves as a mentor for mathematical skills and statistical techniques and guides teams to use the appropriate approaches, to drive fact-based decision-making. Maintains and innovates knowledge of data analysis tools, data visualization, developing analysis queries and procedures in SQL, SAS, BI tools or other analysis software, and relevant industry data & methods and ability to connect external insights to business problems. Researches and pursues the latest and/or industry leading practices in data and analytics, (Ex: Cloud, Data Mining, Python, Neural Networks, Sensor data, IoT, Streaming/NRT data) to advance the overall DSA community knowledge. Seeks opportunities to continue to learn in the data and analytics space, whether informal (E.g., Coursera, Udemy, Kaggle, Code Up, etc.) or formal (E.g. Certifications or advanced coursework). Works with IT/CTO partners to advance new data and platforms that correspond to evolving abilities. Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: Bachelor's degree in quantitative analytics field such as Economics, Finance, Statistics, Mathematics, Actuarial Sciences, Operations Research, Data and/or Business Analysis, Data Science, or other quantitative subject area; OR 4 years of related experience in statistics, mathematics, or quantitative analytics (in addition to the minimum years of experience required) may be substituted in lieu of degree. 8 years of experience in a decision support analytic function. 3 years of direct team lead or management experience. Demonstrates expert skills in mathematical and statistical techniques and approaches used to influence Business Strategy with fact-based decision-making to all levels of leadership up to senior executive levels. Modernizes knowledge of data analysis tools, data visualization, developing analysis queries and procedures in SQL, SAS, BI tools or other analysis software, and relevant industry data & methods and ability to connect external insights to business problems. Experience with new and emerging data sets, and incorporation (data wrangling, data munging) into new insights. What sets you apart: US military experience through military service or a military spouse/domestic partner Deep Business knowledge in Fraud, Bank Operation Functions & Bank Regulations Experience in leading agile transformation work Recent MRA industry problem solving experience OR recent industry remediation experience (within the last 2 to 3 years) 4 years of proven Fraud industry problem solving experience The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. What we offer: Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. The salary range for this position is: $158,960 - $286,130. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, please visit our benefits page on Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
HOURS: Full-time, 40 hours per week SALARY: $67,475-$75,000 per year EMPLOYER: JAKKS Pacific, Inc. JOBSITE: th Street Santa Monica, CA 90405 Job Duties: Use knowledge of accounting principles and finance to review and report financial status by conducting quantitative analysis, and preparing and analyzing financial plans, budgets, forecasts, and reports for Jakks corporate and global markets. Evaluate and improve company financial status and transactions by comparing and analyzing plans and variances, identifying trends, and recommending actions. Monitor and improve key performance metrics that demonstrate continuous business improvements. Assist with the preparation of annual financial plans, and maintain the financial budget system, using enterprise resource planning (ERP) software. Increase productivity by developing automated applications, eliminating duplications, and coordinating information requirements. Use good oral and written communication skills to assemble and summarize financial models and data, prepare reports and summary analyses, and present findings, analyses, and recommendations to management. Prepare internal and external management reports, and perform profit and loss (P&L) analysis, cost allocations, and product cost analysis. Review and analyze revenue and spending reports, company expenses, balance sheets, and revenue accounts, and perform pro forma analyses of financial investments/transactions. Leverage metrics to identify areas for continuous improvement, including process and technology-based changes. Prepare journal entries, reconciliations, quarterly commission statements, and SEC/JD Edwards reports. Work with His Majesty's Revenue and Customs (HMRC) in the UK to manage taxes. Requirements: 1. Bachelors degree in Business Administration, Finance, Accounting, or related business field, and 2 years of experience as a Financial Analyst or related occupation in the manufacturing industry. 2. Must have experience with the following: - Accounting principles and finance - Annual financial plans, budgets, and forecasts - Pro forma analyses of financial investments/transactions - Enterprise resource planning (ERP) software - Quantitative analysis - Profit and loss (P&L) analysis - Cost allocations and product cost analysis 3. Must have good oral and written communication skills. To Apply, Email Resume to: Attn: P.Santiago/RE: GFA
05/16/2024
HOURS: Full-time, 40 hours per week SALARY: $67,475-$75,000 per year EMPLOYER: JAKKS Pacific, Inc. JOBSITE: th Street Santa Monica, CA 90405 Job Duties: Use knowledge of accounting principles and finance to review and report financial status by conducting quantitative analysis, and preparing and analyzing financial plans, budgets, forecasts, and reports for Jakks corporate and global markets. Evaluate and improve company financial status and transactions by comparing and analyzing plans and variances, identifying trends, and recommending actions. Monitor and improve key performance metrics that demonstrate continuous business improvements. Assist with the preparation of annual financial plans, and maintain the financial budget system, using enterprise resource planning (ERP) software. Increase productivity by developing automated applications, eliminating duplications, and coordinating information requirements. Use good oral and written communication skills to assemble and summarize financial models and data, prepare reports and summary analyses, and present findings, analyses, and recommendations to management. Prepare internal and external management reports, and perform profit and loss (P&L) analysis, cost allocations, and product cost analysis. Review and analyze revenue and spending reports, company expenses, balance sheets, and revenue accounts, and perform pro forma analyses of financial investments/transactions. Leverage metrics to identify areas for continuous improvement, including process and technology-based changes. Prepare journal entries, reconciliations, quarterly commission statements, and SEC/JD Edwards reports. Work with His Majesty's Revenue and Customs (HMRC) in the UK to manage taxes. Requirements: 1. Bachelors degree in Business Administration, Finance, Accounting, or related business field, and 2 years of experience as a Financial Analyst or related occupation in the manufacturing industry. 2. Must have experience with the following: - Accounting principles and finance - Annual financial plans, budgets, and forecasts - Pro forma analyses of financial investments/transactions - Enterprise resource planning (ERP) software - Quantitative analysis - Profit and loss (P&L) analysis - Cost allocations and product cost analysis 3. Must have good oral and written communication skills. To Apply, Email Resume to: Attn: P.Santiago/RE: GFA
Why USAA? Let's do something that really matters. At USAA, we have an important mission: facilitating the financial security of millions of U.S. military members and their families. Not all our employees served in our nation's military, but we all share in the mission to give back to those who did. We're working as one to build a great experience and make a real impact for our members. We believe in our core values of honesty, integrity, loyalty, and service. They're what guides everything we do - from how we treat our members to how we treat each other. Come be a part of what makes us so special! As a dedicated Director of Decision Science Analytics, you will lead and develop a highly analytical staff that provides decision support for business areas across the enterprise. By serving as a strategic partner to the business this function will be responsible for applying mathematical and statistical techniques and/or innovative /quantitative analytical approaches to draw conclusions and make 'insight to action' recommendations to answer business objectives and inspire change. We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position can be based in one of the following locations: San Antonio, TX, Plano, TX, Phoenix, AZ, Charlotte, NC, or Tampa, FL. Relocation assistance is available for this position. The Opportunity As a strategic partner, leads or collaborates with other analytical leaders in implementing the strategic direction of the business using mathematical and statistical techniques and/or innovative/quantitative analytical approaches. Develops team reputation as highly skilled experts in decision science support. Oversees and coordinates analytical tasks which include the evaluation of the business problem, analytical methodology, validation, documentation and presentation of findings and recommendations. Monitors, understands, and adopts emerging technology that can affect the application of scientific methodologies and/or quantitative analytical approaches to problem resolutions. Identifies additional resource needs ranging from IT investments, 3rd party support or additional analysts and provides business rationale and justification for additional needs. Understands the business direction, environment, and strategies, to set the analytic direction and crafts strategy to implement the approach that will influence business and lead change. Leads the effort and/or partners with enterprise analytics teams to build USAA core analytics capabilities and processes. Builds and leads all aspects of a team of employees for assigned functional area through ongoing execution of recruiting, development, retention, mentor and support, performance management, and managerial activities. Assigns and or Serves as a mentor for mathematical skills and statistical techniques and guides teams to use the appropriate approaches, to drive fact-based decision-making. Maintains and innovates knowledge of data analysis tools, data visualization, developing analysis queries and procedures in SQL, SAS, BI tools or other analysis software, and relevant industry data & methods and ability to connect external insights to business problems. Researches and pursues the latest and/or industry leading practices in data and analytics, (Ex: Cloud, Data Mining, Python, Neural Networks, Sensor data, IoT, Streaming/NRT data) to advance the overall DSA community knowledge. Seeks opportunities to continue to learn in the data and analytics space, whether informal (E.g., Coursera, Udemy, Kaggle, Code Up, etc.) or formal (E.g. Certifications or advanced coursework). Works with IT/CTO partners to advance new data and platforms that correspond to evolving abilities. Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: Bachelor's degree in quantitative analytics field such as Economics, Finance, Statistics, Mathematics, Actuarial Sciences, Operations Research, Data and/or Business Analysis, Data Science, or other quantitative subject area; OR 4 years of related experience in statistics, mathematics, or quantitative analytics (in addition to the minimum years of experience required) may be substituted in lieu of degree. 8 years of experience in a decision support analytic function. 3 years of direct team lead or management experience. Demonstrates expert skills in mathematical and statistical techniques and approaches used to influence Business Strategy with fact-based decision-making to all levels of leadership up to senior executive levels. Modernizes knowledge of data analysis tools, data visualization, developing analysis queries and procedures in SQL, SAS, BI tools or other analysis software, and relevant industry data & methods and ability to connect external insights to business problems. Experience with new and emerging data sets, and incorporation (data wrangling, data munging) into new insights. What sets you apart: US military experience through military service or a military spouse/domestic partner Deep Business knowledge in Fraud, Bank Operation Functions & Bank Regulations Experience in leading agile transformation work Recent MRA industry problem solving experience OR recent industry remediation experience (within the last 2 to 3 years) 4 years of proven Fraud industry problem solving experience The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. What we offer: Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. The salary range for this position is: $158,960 - $286,130. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, please visit our benefits page on Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
05/15/2024
Full time
Why USAA? Let's do something that really matters. At USAA, we have an important mission: facilitating the financial security of millions of U.S. military members and their families. Not all our employees served in our nation's military, but we all share in the mission to give back to those who did. We're working as one to build a great experience and make a real impact for our members. We believe in our core values of honesty, integrity, loyalty, and service. They're what guides everything we do - from how we treat our members to how we treat each other. Come be a part of what makes us so special! As a dedicated Director of Decision Science Analytics, you will lead and develop a highly analytical staff that provides decision support for business areas across the enterprise. By serving as a strategic partner to the business this function will be responsible for applying mathematical and statistical techniques and/or innovative /quantitative analytical approaches to draw conclusions and make 'insight to action' recommendations to answer business objectives and inspire change. We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position can be based in one of the following locations: San Antonio, TX, Plano, TX, Phoenix, AZ, Charlotte, NC, or Tampa, FL. Relocation assistance is available for this position. The Opportunity As a strategic partner, leads or collaborates with other analytical leaders in implementing the strategic direction of the business using mathematical and statistical techniques and/or innovative/quantitative analytical approaches. Develops team reputation as highly skilled experts in decision science support. Oversees and coordinates analytical tasks which include the evaluation of the business problem, analytical methodology, validation, documentation and presentation of findings and recommendations. Monitors, understands, and adopts emerging technology that can affect the application of scientific methodologies and/or quantitative analytical approaches to problem resolutions. Identifies additional resource needs ranging from IT investments, 3rd party support or additional analysts and provides business rationale and justification for additional needs. Understands the business direction, environment, and strategies, to set the analytic direction and crafts strategy to implement the approach that will influence business and lead change. Leads the effort and/or partners with enterprise analytics teams to build USAA core analytics capabilities and processes. Builds and leads all aspects of a team of employees for assigned functional area through ongoing execution of recruiting, development, retention, mentor and support, performance management, and managerial activities. Assigns and or Serves as a mentor for mathematical skills and statistical techniques and guides teams to use the appropriate approaches, to drive fact-based decision-making. Maintains and innovates knowledge of data analysis tools, data visualization, developing analysis queries and procedures in SQL, SAS, BI tools or other analysis software, and relevant industry data & methods and ability to connect external insights to business problems. Researches and pursues the latest and/or industry leading practices in data and analytics, (Ex: Cloud, Data Mining, Python, Neural Networks, Sensor data, IoT, Streaming/NRT data) to advance the overall DSA community knowledge. Seeks opportunities to continue to learn in the data and analytics space, whether informal (E.g., Coursera, Udemy, Kaggle, Code Up, etc.) or formal (E.g. Certifications or advanced coursework). Works with IT/CTO partners to advance new data and platforms that correspond to evolving abilities. Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: Bachelor's degree in quantitative analytics field such as Economics, Finance, Statistics, Mathematics, Actuarial Sciences, Operations Research, Data and/or Business Analysis, Data Science, or other quantitative subject area; OR 4 years of related experience in statistics, mathematics, or quantitative analytics (in addition to the minimum years of experience required) may be substituted in lieu of degree. 8 years of experience in a decision support analytic function. 3 years of direct team lead or management experience. Demonstrates expert skills in mathematical and statistical techniques and approaches used to influence Business Strategy with fact-based decision-making to all levels of leadership up to senior executive levels. Modernizes knowledge of data analysis tools, data visualization, developing analysis queries and procedures in SQL, SAS, BI tools or other analysis software, and relevant industry data & methods and ability to connect external insights to business problems. Experience with new and emerging data sets, and incorporation (data wrangling, data munging) into new insights. What sets you apart: US military experience through military service or a military spouse/domestic partner Deep Business knowledge in Fraud, Bank Operation Functions & Bank Regulations Experience in leading agile transformation work Recent MRA industry problem solving experience OR recent industry remediation experience (within the last 2 to 3 years) 4 years of proven Fraud industry problem solving experience The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. What we offer: Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. The salary range for this position is: $158,960 - $286,130. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, please visit our benefits page on Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Hobbs Brook Real Estate LLC is an innovative commercial real estate leader with a portfolio of forward-thinking, sustainable properties in the United States and Singapore. Shaping the market since 1952, the company acquires, develops, manages, and serves as a valued partner to a variety of stakeholders. Hobbs Brook Real Estate (HBRE) brings unique property visions to life with a commitment to improving both the environment and the community. For additional information, please visit . HBRE is the real estate division of FM Global. Summary: Conduct a variety of analyses focused on real estate strategies in support of the acquisitions, asset management, and operations of Hobbs Brook Real Estate's commercial investment portfolio. Schedule & Location: This is an exempt, office-based position in Waltham, MA. Responsible for collection, input, manipulation, and aggregation of large data sets from multiple sources to identify key issues, cost trends, and opportunities. This includes the preparation and manipulation of outputs from pivot tables, comparison tables, reports and sensitivity analysis utilizing Argus, Microsoft Excel, and other real estate investment analytical platforms. Analysis of financial impact of real estate transactions using net present value, IRR, net book value, and company processes. Reviews the accuracy of the information provided and responds to requests from management. Prepares financial and other analyses across a range of deliverables, including market plans, benchmarks, scenario models, financial underwriting, trend analysis, transactions and development summaries, dashboards, and reports. Facilitates the maintenance and reporting of benchmarks and performance metrics. Conducts key market research on industry best practice, benchmarks, comparable and other issues of concern. Responds to information requests from Asset Management and Senior Leadership. Required Education: Bachelor's Degree Required Work Experience: 3+ years of related real estate work experience Highly Preferred Work Experience: 3-5 years of related real estate work experience Required Skills: Individual should possess excellent oral and written communication skills. Must possess strong analytical skills and be highly proficient in Argus and Microsoft Excel. Detail oriented with independent work ethic. Ability to handle multiple tasks with strong organizational skills. Understand general financial real estate principles and terms. The hiring range for this position is $78,500-$112,800 annually. The final salary offer will vary based on individual education, skills, and experience. The position is eligible to participate in FM Global's comprehensive Total Rewards program that includes an incentive plan, generous health and well-being programs, a 401(k) and pension plan, career development opportunities, tuition reimbursement, flexible work, time off allowances and much more. FM Global is an Equal Opportunity Employer and is committed to attracting, developing, and retaining a diverse workforce.
05/15/2024
Full time
Hobbs Brook Real Estate LLC is an innovative commercial real estate leader with a portfolio of forward-thinking, sustainable properties in the United States and Singapore. Shaping the market since 1952, the company acquires, develops, manages, and serves as a valued partner to a variety of stakeholders. Hobbs Brook Real Estate (HBRE) brings unique property visions to life with a commitment to improving both the environment and the community. For additional information, please visit . HBRE is the real estate division of FM Global. Summary: Conduct a variety of analyses focused on real estate strategies in support of the acquisitions, asset management, and operations of Hobbs Brook Real Estate's commercial investment portfolio. Schedule & Location: This is an exempt, office-based position in Waltham, MA. Responsible for collection, input, manipulation, and aggregation of large data sets from multiple sources to identify key issues, cost trends, and opportunities. This includes the preparation and manipulation of outputs from pivot tables, comparison tables, reports and sensitivity analysis utilizing Argus, Microsoft Excel, and other real estate investment analytical platforms. Analysis of financial impact of real estate transactions using net present value, IRR, net book value, and company processes. Reviews the accuracy of the information provided and responds to requests from management. Prepares financial and other analyses across a range of deliverables, including market plans, benchmarks, scenario models, financial underwriting, trend analysis, transactions and development summaries, dashboards, and reports. Facilitates the maintenance and reporting of benchmarks and performance metrics. Conducts key market research on industry best practice, benchmarks, comparable and other issues of concern. Responds to information requests from Asset Management and Senior Leadership. Required Education: Bachelor's Degree Required Work Experience: 3+ years of related real estate work experience Highly Preferred Work Experience: 3-5 years of related real estate work experience Required Skills: Individual should possess excellent oral and written communication skills. Must possess strong analytical skills and be highly proficient in Argus and Microsoft Excel. Detail oriented with independent work ethic. Ability to handle multiple tasks with strong organizational skills. Understand general financial real estate principles and terms. The hiring range for this position is $78,500-$112,800 annually. The final salary offer will vary based on individual education, skills, and experience. The position is eligible to participate in FM Global's comprehensive Total Rewards program that includes an incentive plan, generous health and well-being programs, a 401(k) and pension plan, career development opportunities, tuition reimbursement, flexible work, time off allowances and much more. FM Global is an Equal Opportunity Employer and is committed to attracting, developing, and retaining a diverse workforce.
Job Description: This role will be a key player on the Enterprise HR / Payroll Platform team, supporting ServiceNow. You will be part of a team focused on increasing efficiency and transforming the internal case management tool through technology. You be focused on the enhancements of ServiceNow and will collaborate with business and technology partners to solve issues, deliver enhancements, and provide on-going support in an Agile environment. The Role The ServiceNow HR Analyst will be a part of a team that will manage day to day enhancements and fixes. This role will facilitate the requirements, design, testing, and delivery of projects and system enhancements while representing stakeholder interests. Your role will also ensure the accurate collection, control, processing, and maintenance of confidential employee record data. This position will have the opportunity to work across many different Fidelity teams. The Expertise and Skills You Bring Bachelor s degree or equivalent work experience A minimum of 3-5years Business / Systems Analyst experience 4+ years ServiceNow configuration experience Experience in Human Resources a plus, but not required Experience with requirements definition, documentation, and refinement Experience with end to end test planning and execution Strong analytical and problem-solving skills, with high attention to detail Strong written and communication skills Excellent interpersonal skills Experience in a fast paced, agile environment You are analytical, technical, problem-solving and communication skills are a key strength You are highly organized and have a strong ability to prioritize and work under tight deadlines You understand the importance of being detail oriented complemented by a high degree of accuracy You have experience with configuring ServiceNow You have a keen ability to build and influence relationships You are a self-motivated team player with the ability to work independently You have good business judgment and ability to maintain confidentiality of all data Your attention to detail consistently generates high quality output is a priority in your daily work The Value You Deliver Manage end to end implementation of ServiceNow enhancements and defects Research and advise on existing and upcoming capabilities of ServiceNow Research and implement solutions to incidents and requests Update standards and procedures documentation as required Coordinate & Publish HR Knowledgebase articles Creation of automated test scripts to be used for future upgrade releases Leverage thorough understanding of business process and system processes to make recommendations and propose technical/non-technical solutions to meet business requirements Building trust and leveraging solid working relationships with key business partners Seeking opportunities to proactively provide value-added insight and looking for continuous improvement from our business partners. Certifications: Company Overview Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients money. Join Us At Fidelity, you ll find endless opportunities to build a meaningful career that positively impacts peoples lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees Choice Award , we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don t need a finance background to succeed at Fidelity—we offer a range of opportunities for learning so you can build the career you ve always imagined. Fidelity's working model blends the best of working offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require associates to work onsite all business days of one assigned week per four-week period (beginning in September 2024, the requirement will be two full assigned weeks). At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry . Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, detailed in this document , and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine. We invite you to Find Your Fidelity at . Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to .
05/14/2024
Full time
Job Description: This role will be a key player on the Enterprise HR / Payroll Platform team, supporting ServiceNow. You will be part of a team focused on increasing efficiency and transforming the internal case management tool through technology. You be focused on the enhancements of ServiceNow and will collaborate with business and technology partners to solve issues, deliver enhancements, and provide on-going support in an Agile environment. The Role The ServiceNow HR Analyst will be a part of a team that will manage day to day enhancements and fixes. This role will facilitate the requirements, design, testing, and delivery of projects and system enhancements while representing stakeholder interests. Your role will also ensure the accurate collection, control, processing, and maintenance of confidential employee record data. This position will have the opportunity to work across many different Fidelity teams. The Expertise and Skills You Bring Bachelor s degree or equivalent work experience A minimum of 3-5years Business / Systems Analyst experience 4+ years ServiceNow configuration experience Experience in Human Resources a plus, but not required Experience with requirements definition, documentation, and refinement Experience with end to end test planning and execution Strong analytical and problem-solving skills, with high attention to detail Strong written and communication skills Excellent interpersonal skills Experience in a fast paced, agile environment You are analytical, technical, problem-solving and communication skills are a key strength You are highly organized and have a strong ability to prioritize and work under tight deadlines You understand the importance of being detail oriented complemented by a high degree of accuracy You have experience with configuring ServiceNow You have a keen ability to build and influence relationships You are a self-motivated team player with the ability to work independently You have good business judgment and ability to maintain confidentiality of all data Your attention to detail consistently generates high quality output is a priority in your daily work The Value You Deliver Manage end to end implementation of ServiceNow enhancements and defects Research and advise on existing and upcoming capabilities of ServiceNow Research and implement solutions to incidents and requests Update standards and procedures documentation as required Coordinate & Publish HR Knowledgebase articles Creation of automated test scripts to be used for future upgrade releases Leverage thorough understanding of business process and system processes to make recommendations and propose technical/non-technical solutions to meet business requirements Building trust and leveraging solid working relationships with key business partners Seeking opportunities to proactively provide value-added insight and looking for continuous improvement from our business partners. Certifications: Company Overview Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients money. Join Us At Fidelity, you ll find endless opportunities to build a meaningful career that positively impacts peoples lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees Choice Award , we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don t need a finance background to succeed at Fidelity—we offer a range of opportunities for learning so you can build the career you ve always imagined. Fidelity's working model blends the best of working offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require associates to work onsite all business days of one assigned week per four-week period (beginning in September 2024, the requirement will be two full assigned weeks). At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry . Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, detailed in this document , and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine. We invite you to Find Your Fidelity at . Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to .
What are we looking for in our Junior Annotator (Finance)? Job title: Junior Annotator (Finance) Location: Alpharetta, GA Duration: 10 to 12 months contract Pay range: $33/hour to $34.80/hour Job Description: The mission of the Research team is to make client's research and its team of analysts available to institutional clients through a Research Portal web site and chat tools including AI-driven chat. To make this vast amount of information more accessible, we have built a variety of tools including a search engine, a machine-learning-driven search intent classifier, an LLM-driven question-answering system, and an ontology/taxonomy, all supported by reference data about companies, industries, and our analysts. Global Research is building a team of SMEs and LLM/NLP experts to support this. The Junior Annotator will be a member of this team. We are looking for a candidate with some financial background, either in the form of prior junior roles in financial services or a degree in finance or economics. Preferably (not mandatory) some experience in as a junior annotator for AI and NLP-products. The role involves annotating and labeling financial research related datasets and complex financial content under the guidance of the Lead Annotator. The Junior Annotator will work a diverse set of products and projects focused on multiple different uses of large language models - Q&A, summarization, red lining etc. This role is ideal for candidates who are detail-oriented and are eager to learn and grow in the field of AI. Responsibilities: • Accurately annotate and label datasets and OpenAI responses as per provided guidelines to ensure efficient and accurate annotations. • Ensure timely completion of annotation tasks. • Maintain a high standard of accuracy, data quality and consistency. • Work closely with the Lead Annotator to understand and follow the annotation framework. • Provide feedback on the annotation process and suggest improvements. • Participate in training sessions. • Stay informed about the developments in AI and LLMs. Required Skills: • Ability to follow complex instructions and guidelines • Ability to learn new domain specific vocabulary • Excellent reading comprehension skills • Strong attention to detail and accuracy • Very strong communication skills • Knowledge of financial research and financial services • Eagerness to learn new skills, develop an understanding of new domains and adapt new tools and technologies • Basic understanding of AI and LLMs • Ability to work in a fast-paced environment Top 3 Skills (Required): - Background in finance, economics, or investment research via a relevant undergraduate degree (business degree only not sufficient: has to be finance, accounting or economics related) and/or relevant work experience including reading, interpreting, and analyzing relevant documents and research - Good communication skills including written communication - Ability to work under tight deadlines Top 3 Nice to Have Skills: - Experience or familiarity with data labeling and annotation - Experience with or interest in NLP, chatbots and/or GenAI solutions and products for financial services - Experience in either the financial services industry (preferably investment research, investments, broker/dealer, investment banking) and/or technology sector (software solutions) Benefits Info Pride Global offers eligible employee's comprehensive healthcare coverage (medical, dental, and vision plans), supplemental coverage (accident insurance, critical illness insurance and hospital indemnity), 401(k)-retirement savings, life & disability insurance, an employee assistance program, legal support, auto, home insurance, pet insurance and employee discounts with preferred vendors. Rate/Salary: $33/hour to $34.80/hour
05/14/2024
Full time
What are we looking for in our Junior Annotator (Finance)? Job title: Junior Annotator (Finance) Location: Alpharetta, GA Duration: 10 to 12 months contract Pay range: $33/hour to $34.80/hour Job Description: The mission of the Research team is to make client's research and its team of analysts available to institutional clients through a Research Portal web site and chat tools including AI-driven chat. To make this vast amount of information more accessible, we have built a variety of tools including a search engine, a machine-learning-driven search intent classifier, an LLM-driven question-answering system, and an ontology/taxonomy, all supported by reference data about companies, industries, and our analysts. Global Research is building a team of SMEs and LLM/NLP experts to support this. The Junior Annotator will be a member of this team. We are looking for a candidate with some financial background, either in the form of prior junior roles in financial services or a degree in finance or economics. Preferably (not mandatory) some experience in as a junior annotator for AI and NLP-products. The role involves annotating and labeling financial research related datasets and complex financial content under the guidance of the Lead Annotator. The Junior Annotator will work a diverse set of products and projects focused on multiple different uses of large language models - Q&A, summarization, red lining etc. This role is ideal for candidates who are detail-oriented and are eager to learn and grow in the field of AI. Responsibilities: • Accurately annotate and label datasets and OpenAI responses as per provided guidelines to ensure efficient and accurate annotations. • Ensure timely completion of annotation tasks. • Maintain a high standard of accuracy, data quality and consistency. • Work closely with the Lead Annotator to understand and follow the annotation framework. • Provide feedback on the annotation process and suggest improvements. • Participate in training sessions. • Stay informed about the developments in AI and LLMs. Required Skills: • Ability to follow complex instructions and guidelines • Ability to learn new domain specific vocabulary • Excellent reading comprehension skills • Strong attention to detail and accuracy • Very strong communication skills • Knowledge of financial research and financial services • Eagerness to learn new skills, develop an understanding of new domains and adapt new tools and technologies • Basic understanding of AI and LLMs • Ability to work in a fast-paced environment Top 3 Skills (Required): - Background in finance, economics, or investment research via a relevant undergraduate degree (business degree only not sufficient: has to be finance, accounting or economics related) and/or relevant work experience including reading, interpreting, and analyzing relevant documents and research - Good communication skills including written communication - Ability to work under tight deadlines Top 3 Nice to Have Skills: - Experience or familiarity with data labeling and annotation - Experience with or interest in NLP, chatbots and/or GenAI solutions and products for financial services - Experience in either the financial services industry (preferably investment research, investments, broker/dealer, investment banking) and/or technology sector (software solutions) Benefits Info Pride Global offers eligible employee's comprehensive healthcare coverage (medical, dental, and vision plans), supplemental coverage (accident insurance, critical illness insurance and hospital indemnity), 401(k)-retirement savings, life & disability insurance, an employee assistance program, legal support, auto, home insurance, pet insurance and employee discounts with preferred vendors. Rate/Salary: $33/hour to $34.80/hour