Fidelity TalentSource LLC
Merrimack, New Hampshire
Job Description: Position Description: Builds data warehouses and cloud storage solutions using Oracle, PL/SQL, Snowflake, and S3. Develops software applications and builds a Common Risk Platform in an Amazon Web Services (AWS) Cloud environment. Designs and delivers solutions using Python, Pandas, and NumPy. Develops and supports solutions including fund holdings, benchmarks, risk models, and security reference, performance, and market data, using alpha, risk, attribution, and common data. Confers with systems analysts and other software engineers and developers to design systems and to obtain information on project limitations and capabilities, performance requirements, and interfaces. Uses business knowledge to translate the vision for divisional initiatives into business solutions by developing complex or multiple software applications and conducting studies of alternatives. Analyzes and recommends changes in project development policies, procedures, standards, and strategies to development experts and management. Primary Responsibilities: Participates in architecture design teams. Defines and implements application level architecture. Develops applications on complex projects, components, and subsystems for the division. Recommends development testing tools and methodologies and reviews and validates test plans. Responsible for QA readiness of software deliverables. Develops comprehensive documentation for multiple applications or subsystems. Establishes full project life cycle plans for complex projects across multiple platforms. Responsible for meeting project goals on-time and on-budget. Advises on risk assessment and risk management strategies for projects. Plans and coordinates project schedules and assignments for multiple projects. Acts as a primary liaison for business units to resolve various project/technology issues. Provides technology solutions to daily issues and technical evaluation estimates on technology initiatives. Advises senior management on technical strategy. Mentors junior team members. Performs independent and complex technical and functional analysis for multiple projects supporting several divisional initiatives. Develops original and creative technical solutions to on-going development efforts. Education and Experience: Bachelor s degree (or foreign education equivalent) in Computer Science, Engineering, Information Technology, Information Systems, Mathematics, Physics, or a closely related field and five (5) years of experience as a Principal Software Engineer/Developer (or closely related occupation) developing tools and performing investment analysis in an Asset-management or Fixed income investment domain. Or, alternatively, Master s degree (or foreign education equivalent) in Computer Science, Engineering, Information Technology, Information Systems, Mathematics, Physics, or a closely related field and three (3) years of experience as a Principal Software Engineer/Developer (or closely related occupation) developing tools and performing investment analysis in an Asset-management or Fixed income investment domain. Skills and Knowledge: Candidate must also possess: Demonstrated Expertise (“DE”) performing full lifecycle analysis of new DataGx applications and providing Data As a Services (DaaS) to clients, using ESP, Snowflake, Informatica, Oracle PL/SQL and Erwin; creating complex ETL data transformations using Informatica PowerCenter; designing, developing, and tuning in-house built database applications, using SQL Developer, TOAD, DB Profiler, and SQL Monitor; creating and maintaining batch jobs using Autosys and Control-M scheduler; designing conceptual, logical, and physical data-models, using Enterprise Structured Platform (ESP), Erwin and MS Visio. DE designing and implementing highly scalable business reporting tools using Tableau, VB Script, and OBIEE reports; performing performance tuning of SQL queries, using XPLAN analysis, DB Profiler, and SQL; performing Continuous Integration and Continuous Deployment (CI/CD) by deploying pipelines (Jenkins), code versioning (using ESP and PVCS Version Manager), testing (UT-PLSQL); and creating executable programs using AWS Lambda and S3. DE calculating daily and monthly times-series, asset, equal, and log-weighted performance figures of portfolios and blends, using SQL; performing holdings calculations based on pending and executed trades to assist Portfolio Analysts in obtaining real-time cash positions. DE operating end-to-end data management solutions for data quality, governance, security, and aggregation of entire financial data universe, using fixed-income and equity investment vehicles, bonds, securities, hedge and mutual funds, and derivatives; and tracking and managing portfolio risks, and determining appropriate investment opportunities using benchmark data, volatility, P&L ratios, and risk attribution analysis. 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 .
05/20/2024
Full time
Job Description: Position Description: Builds data warehouses and cloud storage solutions using Oracle, PL/SQL, Snowflake, and S3. Develops software applications and builds a Common Risk Platform in an Amazon Web Services (AWS) Cloud environment. Designs and delivers solutions using Python, Pandas, and NumPy. Develops and supports solutions including fund holdings, benchmarks, risk models, and security reference, performance, and market data, using alpha, risk, attribution, and common data. Confers with systems analysts and other software engineers and developers to design systems and to obtain information on project limitations and capabilities, performance requirements, and interfaces. Uses business knowledge to translate the vision for divisional initiatives into business solutions by developing complex or multiple software applications and conducting studies of alternatives. Analyzes and recommends changes in project development policies, procedures, standards, and strategies to development experts and management. Primary Responsibilities: Participates in architecture design teams. Defines and implements application level architecture. Develops applications on complex projects, components, and subsystems for the division. Recommends development testing tools and methodologies and reviews and validates test plans. Responsible for QA readiness of software deliverables. Develops comprehensive documentation for multiple applications or subsystems. Establishes full project life cycle plans for complex projects across multiple platforms. Responsible for meeting project goals on-time and on-budget. Advises on risk assessment and risk management strategies for projects. Plans and coordinates project schedules and assignments for multiple projects. Acts as a primary liaison for business units to resolve various project/technology issues. Provides technology solutions to daily issues and technical evaluation estimates on technology initiatives. Advises senior management on technical strategy. Mentors junior team members. Performs independent and complex technical and functional analysis for multiple projects supporting several divisional initiatives. Develops original and creative technical solutions to on-going development efforts. Education and Experience: Bachelor s degree (or foreign education equivalent) in Computer Science, Engineering, Information Technology, Information Systems, Mathematics, Physics, or a closely related field and five (5) years of experience as a Principal Software Engineer/Developer (or closely related occupation) developing tools and performing investment analysis in an Asset-management or Fixed income investment domain. Or, alternatively, Master s degree (or foreign education equivalent) in Computer Science, Engineering, Information Technology, Information Systems, Mathematics, Physics, or a closely related field and three (3) years of experience as a Principal Software Engineer/Developer (or closely related occupation) developing tools and performing investment analysis in an Asset-management or Fixed income investment domain. Skills and Knowledge: Candidate must also possess: Demonstrated Expertise (“DE”) performing full lifecycle analysis of new DataGx applications and providing Data As a Services (DaaS) to clients, using ESP, Snowflake, Informatica, Oracle PL/SQL and Erwin; creating complex ETL data transformations using Informatica PowerCenter; designing, developing, and tuning in-house built database applications, using SQL Developer, TOAD, DB Profiler, and SQL Monitor; creating and maintaining batch jobs using Autosys and Control-M scheduler; designing conceptual, logical, and physical data-models, using Enterprise Structured Platform (ESP), Erwin and MS Visio. DE designing and implementing highly scalable business reporting tools using Tableau, VB Script, and OBIEE reports; performing performance tuning of SQL queries, using XPLAN analysis, DB Profiler, and SQL; performing Continuous Integration and Continuous Deployment (CI/CD) by deploying pipelines (Jenkins), code versioning (using ESP and PVCS Version Manager), testing (UT-PLSQL); and creating executable programs using AWS Lambda and S3. DE calculating daily and monthly times-series, asset, equal, and log-weighted performance figures of portfolios and blends, using SQL; performing holdings calculations based on pending and executed trades to assist Portfolio Analysts in obtaining real-time cash positions. DE operating end-to-end data management solutions for data quality, governance, security, and aggregation of entire financial data universe, using fixed-income and equity investment vehicles, bonds, securities, hedge and mutual funds, and derivatives; and tracking and managing portfolio risks, and determining appropriate investment opportunities using benchmark data, volatility, P&L ratios, and risk attribution analysis. 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 .
A career in our Financial Services Tax practice, within Corporate Tax services, will provide you with the opportunity to help our clients meet their tax obligations while managing the impact tax has on their business. You'll advise clients on their local and overseas tax affairs, while acting as a strategic consultant related to business analysis, managing working capital, and profit sharing for partners. You'll also help organisations understand the pricing implications of goods and services between related parties, as well as providing advice on tax implications of deals. Our team helps our Financial Services clients navigate the frequently changing and complex national and international tax environment related to stringent capital requirements, management of operational tax risks, and tax implications of investing in different jurisdictions. You'll help our clients with their tax structuring while helping to address the challenges of the continuously changing tax world, both locally and globally. To really stand out and make us fit for the future in a constantly changing world, each and every one of us at PwC needs to be a purpose-led and values-driven leader at every level. To help us achieve this we have the PwC Professional; our global leadership development framework. It gives us a single set of expectations across our lines, geographies and career paths, and provides transparency on the skills we need as individuals to be successful and progress in our careers, now and in the future. As a Manager, you'll work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution. PwC Professional skills and responsibilities for this management level include but are not limited to: Develop new skills outside of comfort zone. Act to resolve issues which prevent the team working effectively. Coach others, recognise their strengths, and encourage them to take ownership of their personal development. Analyse complex ideas or proposals and build a range of meaningful recommendations. Use multiple sources of information including broader stakeholder views to develop solutions and recommendations. Address sub-standard work or work that does not meet firm's/client's expectations. Use data and insights to inform conclusions and support decision-making. Develop a point of view on key global trends, and how they impact clients. Manage a variety of viewpoints to build consensus and create positive outcomes for all parties. Simplify complex messages, highlighting and summarising key points. Uphold the firm's code of ethics and business conduct. Additional Responsibilities : PwC is leading the way as technology-enabled business tax advisors who provide value through digitization, automation and increased efficiencies - all made possible by equipping our professionals to succeed in a world where transactions are faster, more complicated and require a deeper level of sophistication. Join a growing team with the best asset and wealth management clients, tax technical expertise and technology in the world that will support you to ensure you meet your career goals. Global LoS : Tax Job Requirements and Preferences : Basic Qualifications : Minimum Degree Required : Bachelor Degree Required Fields of Study : Accounting Minimum Years of Experience : 4 year(s) Certification(s) Required : CPA, Member of the Bar or other tax, technology, or finance-specific credentials may qualify for this opportunity Preferred Qualifications : Preferred Knowledge/Skills : Demonstrates thorough knowledge of compliance and consulting for investment partnerships including hedge funds, mutual funds and private equity funds. Considerable knowledge of structuring of funds and fund management companies to best limit tax liability. Thorough knowledge of alternate investment strategies and vehicles. Demonstrates comprehensive tax technical skills, including partnership tax forms. Demonstrates considerable experience identifying and addressing client needs by: Building, maintaining, and utilizing networks of client relationships and community involvement; Communicating value propositions; Managing resource requirements, project workflow, budgets, billing and collections; and preparing and/or coordinating complex written and verbal materials; Possessing considerable experience as a team leader by supervising teams to create an atmosphere of trust; Seeking diverse views to encourage improvement and innovation; and, Coaching staff including providing timely meaningful written and verbal feedback. Demonstrates success as tax technical business advisor, including developing new relationships, making introductions to sell new services and doing so with a "One Firm" service mindset.Demonstrates knowledge of automation & digitization in a professional services environment including but not limited to: Building, maintaining, and utilizing networks of client relationships and community involvement; Communicating value propositions; Managing resource requirements, project workflow, budgets, billing and collections; and preparing and/or coordinating complex written and verbal materials; Possessing considerable experience as a team leader by supervising teams to create an atmosphere of trust; Seeking diverse views to encourage improvement and innovation; and, Coaching staff including providing timely meaningful written and verbal feedback. Innovating through new and existing technologies, along with experimenting with digitization solutions; Working with large, complex data sets to build models and leverage data visualization tools to provide insights to clients; and, Utilizing digitization tools to reduce hours and optimize engagements. Knowledge of alternative fee arrangements, including the use of pricing tools, to provide a point of view on pricing strategies.We are transforming the way we deliver tax services. Find out more about what we do on our Tax Career Page at pwc.to/whatwedotax Learn more about how we work: PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: All qualified applicants will receive consideration for employment at PwC without regard to race; creed; color; religion; national origin; sex; age; disability; sexual orientation; gender identity or expression; genetic predisposition or carrier status; veteran, marital, or citizenship status; or any other status protected by law. PwC is proud to be an affirmative action and equal opportunity employer. For positions based in San Francisco, consideration of qualified candidates with arrest and conviction records will be in a manner consistent with the San Francisco Fair Chance Ordinance. Applications will be accepted until the position is filled or the posting is removed, unless otherwise set forth on the following webpage. Please visit this link for information about anticipated application deadlines: For positions in California, Colorado, Hawaii, Nevada, New York State, or Washington State, or for opportunities that will report to a supervisor, office or other work site in New York State, please visit the following link for pay range information:
05/11/2024
Full time
A career in our Financial Services Tax practice, within Corporate Tax services, will provide you with the opportunity to help our clients meet their tax obligations while managing the impact tax has on their business. You'll advise clients on their local and overseas tax affairs, while acting as a strategic consultant related to business analysis, managing working capital, and profit sharing for partners. You'll also help organisations understand the pricing implications of goods and services between related parties, as well as providing advice on tax implications of deals. Our team helps our Financial Services clients navigate the frequently changing and complex national and international tax environment related to stringent capital requirements, management of operational tax risks, and tax implications of investing in different jurisdictions. You'll help our clients with their tax structuring while helping to address the challenges of the continuously changing tax world, both locally and globally. To really stand out and make us fit for the future in a constantly changing world, each and every one of us at PwC needs to be a purpose-led and values-driven leader at every level. To help us achieve this we have the PwC Professional; our global leadership development framework. It gives us a single set of expectations across our lines, geographies and career paths, and provides transparency on the skills we need as individuals to be successful and progress in our careers, now and in the future. As a Manager, you'll work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution. PwC Professional skills and responsibilities for this management level include but are not limited to: Develop new skills outside of comfort zone. Act to resolve issues which prevent the team working effectively. Coach others, recognise their strengths, and encourage them to take ownership of their personal development. Analyse complex ideas or proposals and build a range of meaningful recommendations. Use multiple sources of information including broader stakeholder views to develop solutions and recommendations. Address sub-standard work or work that does not meet firm's/client's expectations. Use data and insights to inform conclusions and support decision-making. Develop a point of view on key global trends, and how they impact clients. Manage a variety of viewpoints to build consensus and create positive outcomes for all parties. Simplify complex messages, highlighting and summarising key points. Uphold the firm's code of ethics and business conduct. Additional Responsibilities : PwC is leading the way as technology-enabled business tax advisors who provide value through digitization, automation and increased efficiencies - all made possible by equipping our professionals to succeed in a world where transactions are faster, more complicated and require a deeper level of sophistication. Join a growing team with the best asset and wealth management clients, tax technical expertise and technology in the world that will support you to ensure you meet your career goals. Global LoS : Tax Job Requirements and Preferences : Basic Qualifications : Minimum Degree Required : Bachelor Degree Required Fields of Study : Accounting Minimum Years of Experience : 4 year(s) Certification(s) Required : CPA, Member of the Bar or other tax, technology, or finance-specific credentials may qualify for this opportunity Preferred Qualifications : Preferred Knowledge/Skills : Demonstrates thorough knowledge of compliance and consulting for investment partnerships including hedge funds, mutual funds and private equity funds. Considerable knowledge of structuring of funds and fund management companies to best limit tax liability. Thorough knowledge of alternate investment strategies and vehicles. Demonstrates comprehensive tax technical skills, including partnership tax forms. Demonstrates considerable experience identifying and addressing client needs by: Building, maintaining, and utilizing networks of client relationships and community involvement; Communicating value propositions; Managing resource requirements, project workflow, budgets, billing and collections; and preparing and/or coordinating complex written and verbal materials; Possessing considerable experience as a team leader by supervising teams to create an atmosphere of trust; Seeking diverse views to encourage improvement and innovation; and, Coaching staff including providing timely meaningful written and verbal feedback. Demonstrates success as tax technical business advisor, including developing new relationships, making introductions to sell new services and doing so with a "One Firm" service mindset.Demonstrates knowledge of automation & digitization in a professional services environment including but not limited to: Building, maintaining, and utilizing networks of client relationships and community involvement; Communicating value propositions; Managing resource requirements, project workflow, budgets, billing and collections; and preparing and/or coordinating complex written and verbal materials; Possessing considerable experience as a team leader by supervising teams to create an atmosphere of trust; Seeking diverse views to encourage improvement and innovation; and, Coaching staff including providing timely meaningful written and verbal feedback. Innovating through new and existing technologies, along with experimenting with digitization solutions; Working with large, complex data sets to build models and leverage data visualization tools to provide insights to clients; and, Utilizing digitization tools to reduce hours and optimize engagements. Knowledge of alternative fee arrangements, including the use of pricing tools, to provide a point of view on pricing strategies.We are transforming the way we deliver tax services. Find out more about what we do on our Tax Career Page at pwc.to/whatwedotax Learn more about how we work: PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: All qualified applicants will receive consideration for employment at PwC without regard to race; creed; color; religion; national origin; sex; age; disability; sexual orientation; gender identity or expression; genetic predisposition or carrier status; veteran, marital, or citizenship status; or any other status protected by law. PwC is proud to be an affirmative action and equal opportunity employer. For positions based in San Francisco, consideration of qualified candidates with arrest and conviction records will be in a manner consistent with the San Francisco Fair Chance Ordinance. Applications will be accepted until the position is filled or the posting is removed, unless otherwise set forth on the following webpage. Please visit this link for information about anticipated application deadlines: For positions in California, Colorado, Hawaii, Nevada, New York State, or Washington State, or for opportunities that will report to a supervisor, office or other work site in New York State, please visit the following link for pay range information:
A career in our Financial Services Tax practice, within Corporate Tax services, will provide you with the opportunity to help our clients meet their tax obligations while managing the impact tax has on their business. You'll advise clients on their local and overseas tax affairs, while acting as a strategic consultant related to business analysis, managing working capital, and profit sharing for partners. You'll also help organisations understand the pricing implications of goods and services between related parties, as well as providing advice on tax implications of deals. Our team helps our Financial Services clients navigate the frequently changing and complex national and international tax environment related to stringent capital requirements, management of operational tax risks, and tax implications of investing in different jurisdictions. You'll help our clients with their tax structuring while helping to address the challenges of the continuously changing tax world, both locally and globally. To really stand out and make us fit for the future in a constantly changing world, each and every one of us at PwC needs to be a purpose-led and values-driven leader at every level. To help us achieve this we have the PwC Professional; our global leadership development framework. It gives us a single set of expectations across our lines, geographies and career paths, and provides transparency on the skills we need as individuals to be successful and progress in our careers, now and in the future. As a Senior Manager, you'll work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution. PwC Professional skills and responsibilities for this management level include but are not limited to: Encourage everyone to have a voice and invite opinion from all, including quieter members of the team. Deal effectively with ambiguous and unstructured problems and situations. Initiate open and candid coaching conversations at all levels. Move easily between big picture thinking and managing relevant detail. Anticipate stakeholder needs, and develop and discuss potential solutions, even before the stakeholder realises they are required. Contribute technical knowledge in area of specialism. Contribute to an environment where people and technology thrive together to accomplish more than they could apart. Navigate the complexities of cross-border and/or diverse teams and engagements. Initiate and lead open conversations with teams, clients and stakeholders to build trust. Uphold the firm's code of ethics and business conduct. Additional Responsibilities : PwC is leading the way as technology-enabled business tax advisors who provide value through digitization, automation and increased efficiencies - all made possible by equipping our professionals to succeed in a world where transactions are faster, more complicated and require a deeper level of sophistication. Join a growing team with the best asset and wealth management clients, tax technical expertise and technology in the world that will support you to ensure you meet your career goals. Custom Orgs : Global LoS : Tax Other - Justification : recruiting need Job Requirements and Preferences : Basic Qualifications : Minimum Degree Required : Bachelor Degree Required Fields of Study : Accounting Minimum Years of Experience : 5 year(s) Certification(s) Required : CPA, Member of the Bar or other tax, technology, or finance-specific credentials may qualify for this opportunity Preferred Qualifications : Preferred Knowledge/Skills : Demonstrates intimate knowledge of compliance and consulting for investment partnerships including hedge funds, mutual funds and private equity funds. Considerable knowledge of structuring of funds and fund management companies to best limit tax liability. Intimate knowledge of alternative investment strategies and vehicles. Demonstrates comprehensive tax technical skills, including partnership tax forms. Demonstrates considerable experience identifying and addressing client needs: Building, maintaining, and utilizing networks of client relationships and community involvement; Communicating value propositions; Managing resource requirements, project workflow, budgets, billing and collections; and preparing and/or coordinating complex written and verbal materials; Possessing considerable experience as a team leader by supervising teams to create an atmosphere of trust; Seeking diverse views to encourage improvement and innovation; and, Coaching staff including providing timely meaningful written and verbal feedback. Demonstrates success as tax technical business advisor, including developing new relationships, making introductions to sell new services and doing so with a "One Firm" service mindset.Demonstrates knowledge of automation & digitization and leads by example in a professional services environment including, but not limited to, the following areas: Building, maintaining, and utilizing networks of client relationships and community involvement; Communicating value propositions; Managing resource requirements, project workflow, budgets, billing and collections; and preparing and/or coordinating complex written and verbal materials; Possessing considerable experience as a team leader by supervising teams to create an atmosphere of trust; Seeking diverse views to encourage improvement and innovation; and, Coaching staff including providing timely meaningful written and verbal feedback. Innovating through new and existing technologies, along with experimenting with digitization solutions; Working with large, complex data sets to build models and leverage data visualization tools to provide insights to clients; Utilizing digitization tools to reduce hours and optimize engagements. Advance pricing strategy through the use of pricing tools and influence a shift to alternative fee arrangements. We are transforming the way we deliver tax services. Find out more about what we do on our Tax Career Page at pwc.to/whatwedotax Learn more about how we work: PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: All qualified applicants will receive consideration for employment at PwC without regard to race; creed; color; religion; national origin; sex; age; disability; sexual orientation; gender identity or expression; genetic predisposition or carrier status; veteran, marital, or citizenship status; or any other status protected by law. PwC is proud to be an affirmative action and equal opportunity employer. For positions based in San Francisco, consideration of qualified candidates with arrest and conviction records will be in a manner consistent with the San Francisco Fair Chance Ordinance. Applications will be accepted until the position is filled or the posting is removed, unless otherwise set forth on the following webpage. Please visit this link for information about anticipated application deadlines: For positions in California, Colorado, Hawaii, Nevada, New York State, or Washington State, or for opportunities that will report to a supervisor, office or other work site in New York State, please visit the following link for pay range information:
05/11/2024
Full time
A career in our Financial Services Tax practice, within Corporate Tax services, will provide you with the opportunity to help our clients meet their tax obligations while managing the impact tax has on their business. You'll advise clients on their local and overseas tax affairs, while acting as a strategic consultant related to business analysis, managing working capital, and profit sharing for partners. You'll also help organisations understand the pricing implications of goods and services between related parties, as well as providing advice on tax implications of deals. Our team helps our Financial Services clients navigate the frequently changing and complex national and international tax environment related to stringent capital requirements, management of operational tax risks, and tax implications of investing in different jurisdictions. You'll help our clients with their tax structuring while helping to address the challenges of the continuously changing tax world, both locally and globally. To really stand out and make us fit for the future in a constantly changing world, each and every one of us at PwC needs to be a purpose-led and values-driven leader at every level. To help us achieve this we have the PwC Professional; our global leadership development framework. It gives us a single set of expectations across our lines, geographies and career paths, and provides transparency on the skills we need as individuals to be successful and progress in our careers, now and in the future. As a Senior Manager, you'll work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution. PwC Professional skills and responsibilities for this management level include but are not limited to: Encourage everyone to have a voice and invite opinion from all, including quieter members of the team. Deal effectively with ambiguous and unstructured problems and situations. Initiate open and candid coaching conversations at all levels. Move easily between big picture thinking and managing relevant detail. Anticipate stakeholder needs, and develop and discuss potential solutions, even before the stakeholder realises they are required. Contribute technical knowledge in area of specialism. Contribute to an environment where people and technology thrive together to accomplish more than they could apart. Navigate the complexities of cross-border and/or diverse teams and engagements. Initiate and lead open conversations with teams, clients and stakeholders to build trust. Uphold the firm's code of ethics and business conduct. Additional Responsibilities : PwC is leading the way as technology-enabled business tax advisors who provide value through digitization, automation and increased efficiencies - all made possible by equipping our professionals to succeed in a world where transactions are faster, more complicated and require a deeper level of sophistication. Join a growing team with the best asset and wealth management clients, tax technical expertise and technology in the world that will support you to ensure you meet your career goals. Custom Orgs : Global LoS : Tax Other - Justification : recruiting need Job Requirements and Preferences : Basic Qualifications : Minimum Degree Required : Bachelor Degree Required Fields of Study : Accounting Minimum Years of Experience : 5 year(s) Certification(s) Required : CPA, Member of the Bar or other tax, technology, or finance-specific credentials may qualify for this opportunity Preferred Qualifications : Preferred Knowledge/Skills : Demonstrates intimate knowledge of compliance and consulting for investment partnerships including hedge funds, mutual funds and private equity funds. Considerable knowledge of structuring of funds and fund management companies to best limit tax liability. Intimate knowledge of alternative investment strategies and vehicles. Demonstrates comprehensive tax technical skills, including partnership tax forms. Demonstrates considerable experience identifying and addressing client needs: Building, maintaining, and utilizing networks of client relationships and community involvement; Communicating value propositions; Managing resource requirements, project workflow, budgets, billing and collections; and preparing and/or coordinating complex written and verbal materials; Possessing considerable experience as a team leader by supervising teams to create an atmosphere of trust; Seeking diverse views to encourage improvement and innovation; and, Coaching staff including providing timely meaningful written and verbal feedback. Demonstrates success as tax technical business advisor, including developing new relationships, making introductions to sell new services and doing so with a "One Firm" service mindset.Demonstrates knowledge of automation & digitization and leads by example in a professional services environment including, but not limited to, the following areas: Building, maintaining, and utilizing networks of client relationships and community involvement; Communicating value propositions; Managing resource requirements, project workflow, budgets, billing and collections; and preparing and/or coordinating complex written and verbal materials; Possessing considerable experience as a team leader by supervising teams to create an atmosphere of trust; Seeking diverse views to encourage improvement and innovation; and, Coaching staff including providing timely meaningful written and verbal feedback. Innovating through new and existing technologies, along with experimenting with digitization solutions; Working with large, complex data sets to build models and leverage data visualization tools to provide insights to clients; Utilizing digitization tools to reduce hours and optimize engagements. Advance pricing strategy through the use of pricing tools and influence a shift to alternative fee arrangements. We are transforming the way we deliver tax services. Find out more about what we do on our Tax Career Page at pwc.to/whatwedotax Learn more about how we work: PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: All qualified applicants will receive consideration for employment at PwC without regard to race; creed; color; religion; national origin; sex; age; disability; sexual orientation; gender identity or expression; genetic predisposition or carrier status; veteran, marital, or citizenship status; or any other status protected by law. PwC is proud to be an affirmative action and equal opportunity employer. For positions based in San Francisco, consideration of qualified candidates with arrest and conviction records will be in a manner consistent with the San Francisco Fair Chance Ordinance. Applications will be accepted until the position is filled or the posting is removed, unless otherwise set forth on the following webpage. Please visit this link for information about anticipated application deadlines: For positions in California, Colorado, Hawaii, Nevada, New York State, or Washington State, or for opportunities that will report to a supervisor, office or other work site in New York State, please visit the following link for pay range information:
A career in our Financial Services Tax practice, within Corporate Tax services, will provide you with the opportunity to help our clients meet their tax obligations while managing the impact tax has on their business. You'll advise clients on their local and overseas tax affairs, while acting as a strategic consultant related to business analysis, managing working capital, and profit sharing for partners. You'll also help organisations understand the pricing implications of goods and services between related parties, as well as providing advice on tax implications of deals. Our team helps our Financial Services clients navigate the frequently changing and complex national and international tax environment related to stringent capital requirements, management of operational tax risks, and tax implications of investing in different jurisdictions. You'll help our clients with their tax structuring while helping to address the challenges of the continuously changing tax world, both locally and globally. To really stand out and make us fit for the future in a constantly changing world, each and every one of us at PwC needs to be a purpose-led and values-driven leader at every level. To help us achieve this we have the PwC Professional; our global leadership development framework. It gives us a single set of expectations across our lines, geographies and career paths, and provides transparency on the skills we need as individuals to be successful and progress in our careers, now and in the future. As a Senior Associate, you'll work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution. PwC Professional skills and responsibilities for this management level include but are not limited to: Use feedback and reflection to develop self awareness, personal strengths and address development areas. Delegate to others to provide stretch opportunities, coaching them to deliver results. Demonstrate critical thinking and the ability to bring order to unstructured problems. Use a broad range of tools and techniques to extract insights from current industry or sector trends. Review your work and that of others for quality, accuracy and relevance. Know how and when to use tools available for a given situation and can explain the reasons for this choice. Seek and embrace opportunities which give exposure to different situations, environments and perspectives. Use straightforward communication, in a structured way, when influencing and connecting with others. Able to read situations and modify behavior to build quality relationships. Uphold the firm's code of ethics and business conduct. Additional Responsibilities : PwC is leading the way as technology-enabled business advisors who provide value through digitization, automation and increased efficiencies - all made possible by equipping our professionals to succeed in a world where transactions are faster, more complicated and require a deeper level of sophistication. Join a growing team with the best asset and wealth management clients, tax technical expertise and technology in the world that will support you to ensure you meet your career goals. Custom Orgs : Global LoS : Tax Job Requirements and Preferences : Basic Qualifications : Minimum Degree Required : Bachelor Degree Required Fields of Study : Accounting Additional Educational Requirements : Job seekers must demonstrate all of the minimum requirements are met for CPA licensure per respective state regulations Minimum Years of Experience : 2 year(s) Preferred Qualifications : Certification(s) Preferred : CPA or commitment to pass CPA exam before being promoted to Manager and thereafter obtain CPA licensure, or Member of the Bar. Preferred Knowledge/Skills : Demonstrates thorough knowledge and/or a proven record of success in compliance and consulting for investment partnerships including hedge funds, mutual funds and private equity funds and alternative investment strategies and vehicles. Demonstrates thorough abilities and/or a proven record of success in preparing of partnership tax forms, while identifying and addressing client needs by: Actively participating in client discussions and meetings; Communicating a broad range of Firm services; Managing engagements including preparing concise, accurate documents and balancing project economics management with the occurrence of unanticipated issues; Creating a positive environment by monitoring workloads of the team while meeting client expectations and respecting the work-life quality of team members; Providing candid, meaningful feedback in a timely manner; and, Keeping leadership informed of progress and issues. As a tax technical professional, demonstrates ability to research business and industry trends to develop a point of view to leverage in assisting with proposals, considering opportunities across multiple lines of service. Experimentation with automation & digitization in a professional services environment including but not limited to: Innovating through new and existing technologies, along with experimenting with digitization solutions; and, Working with large, complex data sets to build models and leverage data visualization tools. Exposure to pricing, client value and the negotiation process - including reviewing contracts and finding opportunities to introduce new pricing options. We are transforming the way we deliver tax services. Find out more about what we do on our Tax Career Page at pwc.to/whatwedotax Learn more about how we work: PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: All qualified applicants will receive consideration for employment at PwC without regard to race; creed; color; religion; national origin; sex; age; disability; sexual orientation; gender identity or expression; genetic predisposition or carrier status; veteran, marital, or citizenship status; or any other status protected by law. PwC is proud to be an affirmative action and equal opportunity employer. For positions based in San Francisco, consideration of qualified candidates with arrest and conviction records will be in a manner consistent with the San Francisco Fair Chance Ordinance. Applications will be accepted until the position is filled or the posting is removed, unless otherwise set forth on the following webpage. Please visit this link for information about anticipated application deadlines: For positions in California, Colorado, Hawaii, Nevada, New York State, or Washington State, or for opportunities that will report to a supervisor, office or other work site in New York State, please visit the following link for pay range information:
05/11/2024
Full time
A career in our Financial Services Tax practice, within Corporate Tax services, will provide you with the opportunity to help our clients meet their tax obligations while managing the impact tax has on their business. You'll advise clients on their local and overseas tax affairs, while acting as a strategic consultant related to business analysis, managing working capital, and profit sharing for partners. You'll also help organisations understand the pricing implications of goods and services between related parties, as well as providing advice on tax implications of deals. Our team helps our Financial Services clients navigate the frequently changing and complex national and international tax environment related to stringent capital requirements, management of operational tax risks, and tax implications of investing in different jurisdictions. You'll help our clients with their tax structuring while helping to address the challenges of the continuously changing tax world, both locally and globally. To really stand out and make us fit for the future in a constantly changing world, each and every one of us at PwC needs to be a purpose-led and values-driven leader at every level. To help us achieve this we have the PwC Professional; our global leadership development framework. It gives us a single set of expectations across our lines, geographies and career paths, and provides transparency on the skills we need as individuals to be successful and progress in our careers, now and in the future. As a Senior Associate, you'll work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution. PwC Professional skills and responsibilities for this management level include but are not limited to: Use feedback and reflection to develop self awareness, personal strengths and address development areas. Delegate to others to provide stretch opportunities, coaching them to deliver results. Demonstrate critical thinking and the ability to bring order to unstructured problems. Use a broad range of tools and techniques to extract insights from current industry or sector trends. Review your work and that of others for quality, accuracy and relevance. Know how and when to use tools available for a given situation and can explain the reasons for this choice. Seek and embrace opportunities which give exposure to different situations, environments and perspectives. Use straightforward communication, in a structured way, when influencing and connecting with others. Able to read situations and modify behavior to build quality relationships. Uphold the firm's code of ethics and business conduct. Additional Responsibilities : PwC is leading the way as technology-enabled business advisors who provide value through digitization, automation and increased efficiencies - all made possible by equipping our professionals to succeed in a world where transactions are faster, more complicated and require a deeper level of sophistication. Join a growing team with the best asset and wealth management clients, tax technical expertise and technology in the world that will support you to ensure you meet your career goals. Custom Orgs : Global LoS : Tax Job Requirements and Preferences : Basic Qualifications : Minimum Degree Required : Bachelor Degree Required Fields of Study : Accounting Additional Educational Requirements : Job seekers must demonstrate all of the minimum requirements are met for CPA licensure per respective state regulations Minimum Years of Experience : 2 year(s) Preferred Qualifications : Certification(s) Preferred : CPA or commitment to pass CPA exam before being promoted to Manager and thereafter obtain CPA licensure, or Member of the Bar. Preferred Knowledge/Skills : Demonstrates thorough knowledge and/or a proven record of success in compliance and consulting for investment partnerships including hedge funds, mutual funds and private equity funds and alternative investment strategies and vehicles. Demonstrates thorough abilities and/or a proven record of success in preparing of partnership tax forms, while identifying and addressing client needs by: Actively participating in client discussions and meetings; Communicating a broad range of Firm services; Managing engagements including preparing concise, accurate documents and balancing project economics management with the occurrence of unanticipated issues; Creating a positive environment by monitoring workloads of the team while meeting client expectations and respecting the work-life quality of team members; Providing candid, meaningful feedback in a timely manner; and, Keeping leadership informed of progress and issues. As a tax technical professional, demonstrates ability to research business and industry trends to develop a point of view to leverage in assisting with proposals, considering opportunities across multiple lines of service. Experimentation with automation & digitization in a professional services environment including but not limited to: Innovating through new and existing technologies, along with experimenting with digitization solutions; and, Working with large, complex data sets to build models and leverage data visualization tools. Exposure to pricing, client value and the negotiation process - including reviewing contracts and finding opportunities to introduce new pricing options. We are transforming the way we deliver tax services. Find out more about what we do on our Tax Career Page at pwc.to/whatwedotax Learn more about how we work: PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: All qualified applicants will receive consideration for employment at PwC without regard to race; creed; color; religion; national origin; sex; age; disability; sexual orientation; gender identity or expression; genetic predisposition or carrier status; veteran, marital, or citizenship status; or any other status protected by law. PwC is proud to be an affirmative action and equal opportunity employer. For positions based in San Francisco, consideration of qualified candidates with arrest and conviction records will be in a manner consistent with the San Francisco Fair Chance Ordinance. Applications will be accepted until the position is filled or the posting is removed, unless otherwise set forth on the following webpage. Please visit this link for information about anticipated application deadlines: For positions in California, Colorado, Hawaii, Nevada, New York State, or Washington State, or for opportunities that will report to a supervisor, office or other work site in New York State, please visit the following link for pay range information:
A career in our Financial Services Tax practice, within Corporate Tax services, will provide you with the opportunity to help our clients meet their tax obligations while managing the impact tax has on their business. You'll advise clients on their local and overseas tax affairs, while acting as a strategic consultant related to business analysis, managing working capital, and profit sharing for partners. You'll also help organisations understand the pricing implications of goods and services between related parties, as well as providing advice on tax implications of deals. Our team helps our Financial Services clients navigate the frequently changing and complex national and international tax environment related to stringent capital requirements, management of operational tax risks, and tax implications of investing in different jurisdictions. You'll help our clients with their tax structuring while helping to address the challenges of the continuously changing tax world, both locally and globally. To really stand out and make us fit for the future in a constantly changing world, each and every one of us at PwC needs to be a purpose-led and values-driven leader at every level. To help us achieve this we have the PwC Professional; our global leadership development framework. It gives us a single set of expectations across our lines, geographies and career paths, and provides transparency on the skills we need as individuals to be successful and progress in our careers, now and in the future. As a Senior Manager, you'll work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution. PwC Professional skills and responsibilities for this management level include but are not limited to: Encourage everyone to have a voice and invite opinion from all, including quieter members of the team. Deal effectively with ambiguous and unstructured problems and situations. Initiate open and candid coaching conversations at all levels. Move easily between big picture thinking and managing relevant detail. Anticipate stakeholder needs, and develop and discuss potential solutions, even before the stakeholder realises they are required. Contribute technical knowledge in area of specialism. Contribute to an environment where people and technology thrive together to accomplish more than they could apart. Navigate the complexities of cross-border and/or diverse teams and engagements. Initiate and lead open conversations with teams, clients and stakeholders to build trust. Uphold the firm's code of ethics and business conduct. Additional Responsibilities : PwC is leading the way as technology-enabled business tax advisors who provide value through digitization, automation and increased efficiencies - all made possible by equipping our professionals to succeed in a world where transactions are faster, more complicated and require a deeper level of sophistication. Join a growing team with the best asset and wealth management clients, tax technical expertise and technology in the world that will support you to ensure you meet your career goals. Custom Orgs : Global LoS : Tax Job Requirements and Preferences : Basic Qualifications : Minimum Degree Required : Bachelor Degree Required Fields of Study : Accounting Minimum Years of Experience : 5 year(s) Certification(s) Required : CPA or Member of the Bar Preferred Qualifications : Preferred Knowledge/Skills : Demonstrates intimate knowledge of compliance and consulting for investment partnerships including hedge funds, mutual funds and private equity funds. Considerable knowledge of structuring of funds and fund management companies to best limit tax liability. Intimate knowledge of alternative investment strategies and vehicles. Demonstrates comprehensive tax technical skills, including partnership tax forms. Demonstrates considerable experience identifying and addressing client needs: Building, maintaining, and utilizing networks of client relationships and community involvement; Communicating value propositions; Managing resource requirements, project workflow, budgets, billing and collections; and preparing and/or coordinating complex written and verbal materials; Possessing considerable experience as a team leader by supervising teams to create an atmosphere of trust; Seeking diverse views to encourage improvement and innovation; and, Coaching staff including providing timely meaningful written and verbal feedback. Demonstrates success as tax technical business advisor, including developing new relationships, making introductions to sell new services and doing so with a "One Firm" service mindset. Demonstrates knowledge of automation & digitization and leads by example in a professional services environment including, but not limited to, the following areas: Innovating through new and existing technologies, along with experimenting with digitization solutions; Working with large, complex data sets to build models and leverage data visualization tools to provide insights to clients; Utilizing digitization tools to reduce hours and optimize engagements. Advance pricing strategy through the use of pricing tools and influence a shift to alternative fee arrangements. We are transforming the way we deliver tax services. Find out more about what we do on our Tax Career Page at pwc.to/whatwedotax Learn more about how we work: PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: All qualified applicants will receive consideration for employment at PwC without regard to race; creed; color; religion; national origin; sex; age; disability; sexual orientation; gender identity or expression; genetic predisposition or carrier status; veteran, marital, or citizenship status; or any other status protected by law. PwC is proud to be an affirmative action and equal opportunity employer. For positions based in San Francisco, consideration of qualified candidates with arrest and conviction records will be in a manner consistent with the San Francisco Fair Chance Ordinance. Applications will be accepted until the position is filled or the posting is removed, unless otherwise set forth on the following webpage. Please visit this link for information about anticipated application deadlines: For positions in California, Colorado, Hawaii, Nevada, New York State, or Washington State, or for opportunities that will report to a supervisor, office or other work site in New York State, please visit the following link for pay range information:
05/04/2024
Full time
A career in our Financial Services Tax practice, within Corporate Tax services, will provide you with the opportunity to help our clients meet their tax obligations while managing the impact tax has on their business. You'll advise clients on their local and overseas tax affairs, while acting as a strategic consultant related to business analysis, managing working capital, and profit sharing for partners. You'll also help organisations understand the pricing implications of goods and services between related parties, as well as providing advice on tax implications of deals. Our team helps our Financial Services clients navigate the frequently changing and complex national and international tax environment related to stringent capital requirements, management of operational tax risks, and tax implications of investing in different jurisdictions. You'll help our clients with their tax structuring while helping to address the challenges of the continuously changing tax world, both locally and globally. To really stand out and make us fit for the future in a constantly changing world, each and every one of us at PwC needs to be a purpose-led and values-driven leader at every level. To help us achieve this we have the PwC Professional; our global leadership development framework. It gives us a single set of expectations across our lines, geographies and career paths, and provides transparency on the skills we need as individuals to be successful and progress in our careers, now and in the future. As a Senior Manager, you'll work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution. PwC Professional skills and responsibilities for this management level include but are not limited to: Encourage everyone to have a voice and invite opinion from all, including quieter members of the team. Deal effectively with ambiguous and unstructured problems and situations. Initiate open and candid coaching conversations at all levels. Move easily between big picture thinking and managing relevant detail. Anticipate stakeholder needs, and develop and discuss potential solutions, even before the stakeholder realises they are required. Contribute technical knowledge in area of specialism. Contribute to an environment where people and technology thrive together to accomplish more than they could apart. Navigate the complexities of cross-border and/or diverse teams and engagements. Initiate and lead open conversations with teams, clients and stakeholders to build trust. Uphold the firm's code of ethics and business conduct. Additional Responsibilities : PwC is leading the way as technology-enabled business tax advisors who provide value through digitization, automation and increased efficiencies - all made possible by equipping our professionals to succeed in a world where transactions are faster, more complicated and require a deeper level of sophistication. Join a growing team with the best asset and wealth management clients, tax technical expertise and technology in the world that will support you to ensure you meet your career goals. Custom Orgs : Global LoS : Tax Job Requirements and Preferences : Basic Qualifications : Minimum Degree Required : Bachelor Degree Required Fields of Study : Accounting Minimum Years of Experience : 5 year(s) Certification(s) Required : CPA or Member of the Bar Preferred Qualifications : Preferred Knowledge/Skills : Demonstrates intimate knowledge of compliance and consulting for investment partnerships including hedge funds, mutual funds and private equity funds. Considerable knowledge of structuring of funds and fund management companies to best limit tax liability. Intimate knowledge of alternative investment strategies and vehicles. Demonstrates comprehensive tax technical skills, including partnership tax forms. Demonstrates considerable experience identifying and addressing client needs: Building, maintaining, and utilizing networks of client relationships and community involvement; Communicating value propositions; Managing resource requirements, project workflow, budgets, billing and collections; and preparing and/or coordinating complex written and verbal materials; Possessing considerable experience as a team leader by supervising teams to create an atmosphere of trust; Seeking diverse views to encourage improvement and innovation; and, Coaching staff including providing timely meaningful written and verbal feedback. Demonstrates success as tax technical business advisor, including developing new relationships, making introductions to sell new services and doing so with a "One Firm" service mindset. Demonstrates knowledge of automation & digitization and leads by example in a professional services environment including, but not limited to, the following areas: Innovating through new and existing technologies, along with experimenting with digitization solutions; Working with large, complex data sets to build models and leverage data visualization tools to provide insights to clients; Utilizing digitization tools to reduce hours and optimize engagements. Advance pricing strategy through the use of pricing tools and influence a shift to alternative fee arrangements. We are transforming the way we deliver tax services. Find out more about what we do on our Tax Career Page at pwc.to/whatwedotax Learn more about how we work: PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: All qualified applicants will receive consideration for employment at PwC without regard to race; creed; color; religion; national origin; sex; age; disability; sexual orientation; gender identity or expression; genetic predisposition or carrier status; veteran, marital, or citizenship status; or any other status protected by law. PwC is proud to be an affirmative action and equal opportunity employer. For positions based in San Francisco, consideration of qualified candidates with arrest and conviction records will be in a manner consistent with the San Francisco Fair Chance Ordinance. Applications will be accepted until the position is filled or the posting is removed, unless otherwise set forth on the following webpage. Please visit this link for information about anticipated application deadlines: For positions in California, Colorado, Hawaii, Nevada, New York State, or Washington State, or for opportunities that will report to a supervisor, office or other work site in New York State, please visit the following link for pay range information:
An alternative investment firm in Manhattan is actively seeking a hardworking and analytical professional to join their staff as their new Long / Short Equity Research Associate. In this role, the Long / Short Equity Research Associate will be responsible for identifying potential alternative investment opportunities, performing due diligence, proposing recommendations for client investments, and monitoring client portfolio holdings. Responsibilities The Long / Short Equity Research Associate will be responsible for: Conducting calls and meetings with hedge fund managers Analyzing manager performance, portfolio positioning, and risk exposures Drafting investment research reports and communicating research findings to clients Publishing research notes and Strategy Outlook Report content Attending industry conferences and investor panels Authoring market focused research Qualifications 5+ years of experience in hedge fund due diligence or research, with the majority of time focused on equity strategies In-depth knowledge of the hedge fund industry Proficient in Microsoft Excel Ability to articulate investment themes and recommendations of hedge fund investments that incorporate outside research as well as hedge fund specifics Strong written and verbal communication skills Ability to think analytically and critically Strong attention to detail Team-oriented
10/04/2021
Full time
An alternative investment firm in Manhattan is actively seeking a hardworking and analytical professional to join their staff as their new Long / Short Equity Research Associate. In this role, the Long / Short Equity Research Associate will be responsible for identifying potential alternative investment opportunities, performing due diligence, proposing recommendations for client investments, and monitoring client portfolio holdings. Responsibilities The Long / Short Equity Research Associate will be responsible for: Conducting calls and meetings with hedge fund managers Analyzing manager performance, portfolio positioning, and risk exposures Drafting investment research reports and communicating research findings to clients Publishing research notes and Strategy Outlook Report content Attending industry conferences and investor panels Authoring market focused research Qualifications 5+ years of experience in hedge fund due diligence or research, with the majority of time focused on equity strategies In-depth knowledge of the hedge fund industry Proficient in Microsoft Excel Ability to articulate investment themes and recommendations of hedge fund investments that incorporate outside research as well as hedge fund specifics Strong written and verbal communication skills Ability to think analytically and critically Strong attention to detail Team-oriented
SourceOne is a leading energy management and consulting firm that supports its clients in making their energy more sustainable, reliable, and cost. A core SourceOne service line is providing North American energy clients with customized recommendations for the procurement and hedging of natural gas, electricity, liquid fuels, and renewable energy. SourceOne's clients include real estate developers & property managers, data centers, biotech firms, financial institutions, manufacturing, higher education, and municipalities. SourceOne is actively seeking an energetic and self-motivated professional to join our Boston, MA location as an Energy Market Analyst. The ideal candidate will enjoy working in a dynamic, entrepreneurial, fast paced environment and will have the following "Responsibilities" and "Qualifications": Provide energy market advisory services to clients with a focus on: a) energy fundamentals that will impact future pricing; b) supporting transactions to buy / sell physical energy or Renewable Energy Certificates; c) understanding and communicating impacts of state & federal regulatory affairs that will impact client energy costs; d) providing tactical advice on physical energy flows for natural gas and power (e.g. pipeline nominations, transmission congestion credits, etc.); e) negotiation and recommendations for power purchase agreements RESPONSIBILITIES 1. Under the direction of Sr. Analyst, Provide energy market direction and advice for North American clients including advice for structuring of energy products, timing and structure for physical energy hedges, purchase of green-e or state RPS compliant RECs, and other related energy supply transaction requirements. 2. Maintain relationships of decision-makers within existing clients organization 3. Good understanding of the regional structure for power pricing and costs within different RTOs in North America 4. Understanding for pipeline gas nominations, pipeline tariffs and regional differences for daily or monthly balancing of LDCs 5. Keep clients updated on gas basis movement and impacts on pricing for clients city gate gas and/or power pricing 6. Defining ideal energy product specifications for customers and obtaining pricing from relevant qualified suppliers as part of facilitating energy market supply transactions between clients and energy suppliers 7. Provide recommendations to clients on market movement and trends - both with forward and spot power and gas energy markets across different energy markets within North America 8. Facilitating decisions with clients regarding the optimal energy product to be procured - including decisions of buying cash/spot or fixed positions, contracting term, and other details defined within an energy supply contract 9. Providing annual budget support for client accounts to include both firm energy positions, regulatory based costs for utility delivery, and unhedged energy positions 10. Provide clients with insights regarding the impacts of market movements using SourceOne's proprietary Cash Flow at Risk analytical models 11. Provide clarity on costs and changes that can be seen with respect to regulated utility delivery costs and tariffs 12. Being curious and enjoying working in a client centric organization Qualifications EDUCATION / EXPERIENCE 3 - 5 years of energy, utility, and/or engineering experience is required BS/BA required in Business, Math, Accounting, Engineering, or relatable field Experience working with large datasets Modeling experience Financial or economic knowledge/experience a plus KNOWLEDGE / SKILLS Good understanding of energy markets for natural gas, power, and related regulatory affairs Ability to synthesize complex energy market issues for messaging to clients Strong Excel and PowerPoint skills Comfortable speaking in front of groups A "client-first" mentality All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status.
09/22/2021
Full time
SourceOne is a leading energy management and consulting firm that supports its clients in making their energy more sustainable, reliable, and cost. A core SourceOne service line is providing North American energy clients with customized recommendations for the procurement and hedging of natural gas, electricity, liquid fuels, and renewable energy. SourceOne's clients include real estate developers & property managers, data centers, biotech firms, financial institutions, manufacturing, higher education, and municipalities. SourceOne is actively seeking an energetic and self-motivated professional to join our Boston, MA location as an Energy Market Analyst. The ideal candidate will enjoy working in a dynamic, entrepreneurial, fast paced environment and will have the following "Responsibilities" and "Qualifications": Provide energy market advisory services to clients with a focus on: a) energy fundamentals that will impact future pricing; b) supporting transactions to buy / sell physical energy or Renewable Energy Certificates; c) understanding and communicating impacts of state & federal regulatory affairs that will impact client energy costs; d) providing tactical advice on physical energy flows for natural gas and power (e.g. pipeline nominations, transmission congestion credits, etc.); e) negotiation and recommendations for power purchase agreements RESPONSIBILITIES 1. Under the direction of Sr. Analyst, Provide energy market direction and advice for North American clients including advice for structuring of energy products, timing and structure for physical energy hedges, purchase of green-e or state RPS compliant RECs, and other related energy supply transaction requirements. 2. Maintain relationships of decision-makers within existing clients organization 3. Good understanding of the regional structure for power pricing and costs within different RTOs in North America 4. Understanding for pipeline gas nominations, pipeline tariffs and regional differences for daily or monthly balancing of LDCs 5. Keep clients updated on gas basis movement and impacts on pricing for clients city gate gas and/or power pricing 6. Defining ideal energy product specifications for customers and obtaining pricing from relevant qualified suppliers as part of facilitating energy market supply transactions between clients and energy suppliers 7. Provide recommendations to clients on market movement and trends - both with forward and spot power and gas energy markets across different energy markets within North America 8. Facilitating decisions with clients regarding the optimal energy product to be procured - including decisions of buying cash/spot or fixed positions, contracting term, and other details defined within an energy supply contract 9. Providing annual budget support for client accounts to include both firm energy positions, regulatory based costs for utility delivery, and unhedged energy positions 10. Provide clients with insights regarding the impacts of market movements using SourceOne's proprietary Cash Flow at Risk analytical models 11. Provide clarity on costs and changes that can be seen with respect to regulated utility delivery costs and tariffs 12. Being curious and enjoying working in a client centric organization Qualifications EDUCATION / EXPERIENCE 3 - 5 years of energy, utility, and/or engineering experience is required BS/BA required in Business, Math, Accounting, Engineering, or relatable field Experience working with large datasets Modeling experience Financial or economic knowledge/experience a plus KNOWLEDGE / SKILLS Good understanding of energy markets for natural gas, power, and related regulatory affairs Ability to synthesize complex energy market issues for messaging to clients Strong Excel and PowerPoint skills Comfortable speaking in front of groups A "client-first" mentality All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status.
COMPANY OVERVIEW: For over 230 years, Bank of New York Mellon (BNY Mellon) has been at the center of the global financial markets, providing the world's leading institutions the tools, capabilities, and services to be distinctive investors. BNY Mellon has approximately $15 billion in revenues and market capitalization of approximately $50 billion. BNY Mellon is a leader in the world of investment services and investment management, and our businesses support the full range of stakeholders of the financial system including: Managing the custody of over $31 trillion financial assets of the world's leading institutional investors, hedge funds, sovereign wealth funds, and corporates Investing over $1.8 trillion as one of the largest global asset managers across a wide range of asset classes Providing collateral, liquidity, and funding for the world's largest banks through our markets franchise Serving family offices and high net worth individuals in our top 10 wealth manager ($250 billion assets) Providing a full suite of solutions to advisors, broker-dealers, family offices, hedge and '40 Act fund managers, registered investment advisor firms and wealth managers (over $1.8 trillion in client assets) Advising large global corporations on a range of trust and other solutions Providing integrated managed data services to asset managers (over $4.7 trillion) BUSINESS OVERVIEW: Treasury Services is a core and growing business within BNY Mellon. We help corporates and institutions optimize their working capital, ensure adequate liquidity, enhance business growth and manage risk through the offerings of leading Payments, Receivables, Trade and Liquidity & Investment solutions globally. Treasury Services moves trillions of dollars every day across the globe and is a recognized leader in the industry shaping the future of Cash management. We work closely with clients to uncover their challenges, and our significant investments in technology and digital, commitment to innovation, and broad industry expertise allow us to provide the sophisticated solutions our clients need. At the same time, our innovation is backed by our stability, resiliency, operational efficiency, and our unsurpassed customer service. The NorAM Bank Relationship Management and Business Development team within Treasury Services is responsible for delivering the suite of domestic and cross-border TS solutions to North American Financial institutions, which includes US and Canadian banks, as well as US subsidiaries of foreign banks. JOB DESCRIPTION: The Senior Relationship Manager role is an individual contributor within the NorAM Bank team. This role is responsible for executing the NorAM Bank strategies and developing the plans for managing and growing existing client portfolio and new client relationships, with a focus on revenue growth and client profitability. The individual who holds this role is required to identify evolving client needs and opportunities for account growth, consult with clients on their strategic vision and how the firm can help them achieve that vision, and promote firm services/product offerings that solve client challenges and achieve business growth. Additionally, this role acts as the first line of defense who ensures client onboarding and/or risk management activities are conducted and captured (KYC, BAC, etc.) and serves as the interface for compliance, regulatory, reputational matters between clients and the Bank. The role may be responsible for client accounts that are significantly large in size, complex and/or global, requiring significant breadth of knowledge across numerous products/services across Treasury Services, including FI Clearing, FX payments, Domestic Payables and Receivables, Digital Payments, Trade and Liquidity etc. Therefore, it is important that the role develops significant expertise on TS product knowledge, industry trends, competitor services/offerings and client business environment. Ultimately, the Relationship manager role is the liaison between the client and the firm, and would be required to keep abreast of client account activities and serve as the ultimate escalation point for client satisfaction; recommend product/service enhancements internally to BNYM stakeholders in order to fill underserved client interests; conduct relationship review meetings and assist in client training, sharing of market information/thought leadership; and work closely with other client-facing teams, such as account management and client service teams, to ensure the relationship management strategy is executed. Qualifications QUALIFICATIONS: Bachelor's degree or the equivalent combination of education and experience is required. Advanced/graduate degree preferred. 10-12 years of total work experience preferred. Financial Services experience with a particular client type or product (Hedge, Pension, etc.) preferred as is prior experience in Relationship Management, Client Services or Account Management. Applicable local/regional licenses or certifications as required by the business. As global firm, bi-lingual capabilities are helpful as is an understanding of local/cultural nuances important for client trust. BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer. Minorities/Females/Individuals With Disabilities/Protected Veterans. Our ambition is to build the best global team - one that is representative and inclusive of the diverse talent, clients and communities we work with and serve - and to empower our team to do their best work. We support wellbeing and a balanced life, and offer a range of family-friendly, inclusive employment policies and employee forums. Primary Location: United States-New York-New York Internal Jobcode: 70057 Job: Sales/Marketing Organization: TS REL MGMT AND BUS DEV-HR07024 Requisition Number:
01/31/2021
Full time
COMPANY OVERVIEW: For over 230 years, Bank of New York Mellon (BNY Mellon) has been at the center of the global financial markets, providing the world's leading institutions the tools, capabilities, and services to be distinctive investors. BNY Mellon has approximately $15 billion in revenues and market capitalization of approximately $50 billion. BNY Mellon is a leader in the world of investment services and investment management, and our businesses support the full range of stakeholders of the financial system including: Managing the custody of over $31 trillion financial assets of the world's leading institutional investors, hedge funds, sovereign wealth funds, and corporates Investing over $1.8 trillion as one of the largest global asset managers across a wide range of asset classes Providing collateral, liquidity, and funding for the world's largest banks through our markets franchise Serving family offices and high net worth individuals in our top 10 wealth manager ($250 billion assets) Providing a full suite of solutions to advisors, broker-dealers, family offices, hedge and '40 Act fund managers, registered investment advisor firms and wealth managers (over $1.8 trillion in client assets) Advising large global corporations on a range of trust and other solutions Providing integrated managed data services to asset managers (over $4.7 trillion) BUSINESS OVERVIEW: Treasury Services is a core and growing business within BNY Mellon. We help corporates and institutions optimize their working capital, ensure adequate liquidity, enhance business growth and manage risk through the offerings of leading Payments, Receivables, Trade and Liquidity & Investment solutions globally. Treasury Services moves trillions of dollars every day across the globe and is a recognized leader in the industry shaping the future of Cash management. We work closely with clients to uncover their challenges, and our significant investments in technology and digital, commitment to innovation, and broad industry expertise allow us to provide the sophisticated solutions our clients need. At the same time, our innovation is backed by our stability, resiliency, operational efficiency, and our unsurpassed customer service. The NorAM Bank Relationship Management and Business Development team within Treasury Services is responsible for delivering the suite of domestic and cross-border TS solutions to North American Financial institutions, which includes US and Canadian banks, as well as US subsidiaries of foreign banks. JOB DESCRIPTION: The Senior Relationship Manager role is an individual contributor within the NorAM Bank team. This role is responsible for executing the NorAM Bank strategies and developing the plans for managing and growing existing client portfolio and new client relationships, with a focus on revenue growth and client profitability. The individual who holds this role is required to identify evolving client needs and opportunities for account growth, consult with clients on their strategic vision and how the firm can help them achieve that vision, and promote firm services/product offerings that solve client challenges and achieve business growth. Additionally, this role acts as the first line of defense who ensures client onboarding and/or risk management activities are conducted and captured (KYC, BAC, etc.) and serves as the interface for compliance, regulatory, reputational matters between clients and the Bank. The role may be responsible for client accounts that are significantly large in size, complex and/or global, requiring significant breadth of knowledge across numerous products/services across Treasury Services, including FI Clearing, FX payments, Domestic Payables and Receivables, Digital Payments, Trade and Liquidity etc. Therefore, it is important that the role develops significant expertise on TS product knowledge, industry trends, competitor services/offerings and client business environment. Ultimately, the Relationship manager role is the liaison between the client and the firm, and would be required to keep abreast of client account activities and serve as the ultimate escalation point for client satisfaction; recommend product/service enhancements internally to BNYM stakeholders in order to fill underserved client interests; conduct relationship review meetings and assist in client training, sharing of market information/thought leadership; and work closely with other client-facing teams, such as account management and client service teams, to ensure the relationship management strategy is executed. Qualifications QUALIFICATIONS: Bachelor's degree or the equivalent combination of education and experience is required. Advanced/graduate degree preferred. 10-12 years of total work experience preferred. Financial Services experience with a particular client type or product (Hedge, Pension, etc.) preferred as is prior experience in Relationship Management, Client Services or Account Management. Applicable local/regional licenses or certifications as required by the business. As global firm, bi-lingual capabilities are helpful as is an understanding of local/cultural nuances important for client trust. BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer. Minorities/Females/Individuals With Disabilities/Protected Veterans. Our ambition is to build the best global team - one that is representative and inclusive of the diverse talent, clients and communities we work with and serve - and to empower our team to do their best work. We support wellbeing and a balanced life, and offer a range of family-friendly, inclusive employment policies and employee forums. Primary Location: United States-New York-New York Internal Jobcode: 70057 Job: Sales/Marketing Organization: TS REL MGMT AND BUS DEV-HR07024 Requisition Number:
Our client a leading Global Systematic Hedge Fund with $18Bln AUM is now looking to hire a dynamic and talented Discretionary Macro PM to join their growing and expanding teams. This is a chance to join one of world's top hedge funds and dramatically increase your earning potential. Our client has one of the best performance and award structures globally, to include strong sign on and guaranteed bonuses and is also well regarded for its strong training and collaborative team based culture. Requires: • Min 3-10 years of relevant Hedge Fund or Sell Side industry experience. Experience in Macro Trading, Fixed Income, FX, Commodities, Futures, Cash and Option Markets. • Excellent investment track record with proven ability to work in a team-oriented investment process. • Expertise in alpha research, portfolio construction, optimization, risk management, trade execution and Portfolio Management. • Ability to deploy and manage a strategy from inception. • Recent track record, generating >$8m P&L with a Sharpe of 1.5 + "Excellent Financial Package, to include Sign on and guaranteed bonus and excellent base and payout$" To discuss these unique and exciting opportunities further and to obtain a full job specification, please contact our retained executive search consultants. Colin Mc Ghee "You're the specialist in your sector, We're the specialist in recruitment"
01/31/2021
Full time
Our client a leading Global Systematic Hedge Fund with $18Bln AUM is now looking to hire a dynamic and talented Discretionary Macro PM to join their growing and expanding teams. This is a chance to join one of world's top hedge funds and dramatically increase your earning potential. Our client has one of the best performance and award structures globally, to include strong sign on and guaranteed bonuses and is also well regarded for its strong training and collaborative team based culture. Requires: • Min 3-10 years of relevant Hedge Fund or Sell Side industry experience. Experience in Macro Trading, Fixed Income, FX, Commodities, Futures, Cash and Option Markets. • Excellent investment track record with proven ability to work in a team-oriented investment process. • Expertise in alpha research, portfolio construction, optimization, risk management, trade execution and Portfolio Management. • Ability to deploy and manage a strategy from inception. • Recent track record, generating >$8m P&L with a Sharpe of 1.5 + "Excellent Financial Package, to include Sign on and guaranteed bonus and excellent base and payout$" To discuss these unique and exciting opportunities further and to obtain a full job specification, please contact our retained executive search consultants. Colin Mc Ghee "You're the specialist in your sector, We're the specialist in recruitment"
For over 230 years, Bank of New York Mellon (BNY Mellon) has been at the center of the global financial markets, providing the world's leading institutions the tools, capabilities, and services to be distinctive investors. BNY Mellon has approximately $15 billion in revenues and market capitalization of approximately $50 billion. BNY Mellon is a leader in the world of investment services and investment management, and our businesses support the full range of stakeholders of the financial system including: Managing the custody of over $31 trillion financial assets of the world's leading institutional investors, hedge funds, sovereign wealth funds, and corporates Investing over $1.8 trillion as one of the largest global asset managers across a wide range of asset classes Providing collateral, liquidity, and funding for the world's largest banks through our markets franchise Serving family offices and high net worth individuals in our top 10 wealth manager ($250 billion assets) Providing a full suite of solutions to advisors, broker-dealers, family offices, hedge and '40 Act fund managers, registered investment advisor firms and wealth managers (over $1.8 trillion in client assets) Advising large global corporations on a range of trust and other solutions Providing integrated managed data services to asset managers (over $4.7 trillion) Leads product management, development and strategy for large and/or complex products. Usually assigned to product areas with high-growth potential and has fully developed core expertise on industry trends, market segments and competitor services/offerings. Develops ideas for new products. Ensures that risk, regulations, and market conditions are accounted for throughout the life-cycle of developed products. Analyzes complex client requirements and develops solutions that may include more than one product. Must understand the economics behind products and demonstrate business acumen. Independently manages the development, enhancement, and profitability of assigned products and performs both operational and marketing analysis to ensure profitability and penetration goals are met. Manages relationship with Operations, Technology, Risk, Compliance, Legal, etc. to ensure different requirements are met during the new product development, enhancement, delivery, strategy, and planning processes. Employs a client-focused, strategic approach to develop the business case for firm offerings in the marketplace through in-depth and complex analyses on client segments, competitive landscape and industry environment. Demonstrates in-depth and comprehensive knowledge of assigned products, the marketplace and client needs to drive product growth/development and maximize profitability. Creates product management roadmaps and establishes evaluation criteria and success metrics. Leads pricing, promotion, distribution strategies and competitive differentiators. Positions products for specific client segments, highlighting key benefits and competitive advantages. Engages with Sales and relationship Management in supporting business sales. Performs technical training, demonstration and develops user guides for clients while also preparing sales materials and training BNY Mellon professionals. Guides junior product managers and directs and works with operations and systems managers during product implementation to ensure operating plan goals are met. No direct reports. Provides guidance to less experienced colleagues as needed. May lead others on project teams. Contributes to the achievement of area objectives and profitability of assigned product(s). Qualifications Bachelor's degree or the equivalent combination of education and experience is required. Advanced/graduate degree preferred. MBA or CFA preferred. 7-10 years of total work experience preferred. Cash Management background is strongly preferred Experience in Product Management, operations, client management preferred. Product Leadership Certification preferred. BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer. Minorities/Females/Individuals With Disabilities/Protected Veterans. Our ambition is to build the best global team - one that is representative and inclusive of the diverse talent, clients and communities we work with and serve - and to empower our team to do their best work. We support wellbeing and a balanced life, and offer a range of family-friendly, inclusive employment policies and employee forums. Primary Location: United States-New York-New York Internal Jobcode: 70237 Job: General Mgmt / Admin Organization: Global Product Management-HR07027 Requisition Number:
01/31/2021
Full time
For over 230 years, Bank of New York Mellon (BNY Mellon) has been at the center of the global financial markets, providing the world's leading institutions the tools, capabilities, and services to be distinctive investors. BNY Mellon has approximately $15 billion in revenues and market capitalization of approximately $50 billion. BNY Mellon is a leader in the world of investment services and investment management, and our businesses support the full range of stakeholders of the financial system including: Managing the custody of over $31 trillion financial assets of the world's leading institutional investors, hedge funds, sovereign wealth funds, and corporates Investing over $1.8 trillion as one of the largest global asset managers across a wide range of asset classes Providing collateral, liquidity, and funding for the world's largest banks through our markets franchise Serving family offices and high net worth individuals in our top 10 wealth manager ($250 billion assets) Providing a full suite of solutions to advisors, broker-dealers, family offices, hedge and '40 Act fund managers, registered investment advisor firms and wealth managers (over $1.8 trillion in client assets) Advising large global corporations on a range of trust and other solutions Providing integrated managed data services to asset managers (over $4.7 trillion) Leads product management, development and strategy for large and/or complex products. Usually assigned to product areas with high-growth potential and has fully developed core expertise on industry trends, market segments and competitor services/offerings. Develops ideas for new products. Ensures that risk, regulations, and market conditions are accounted for throughout the life-cycle of developed products. Analyzes complex client requirements and develops solutions that may include more than one product. Must understand the economics behind products and demonstrate business acumen. Independently manages the development, enhancement, and profitability of assigned products and performs both operational and marketing analysis to ensure profitability and penetration goals are met. Manages relationship with Operations, Technology, Risk, Compliance, Legal, etc. to ensure different requirements are met during the new product development, enhancement, delivery, strategy, and planning processes. Employs a client-focused, strategic approach to develop the business case for firm offerings in the marketplace through in-depth and complex analyses on client segments, competitive landscape and industry environment. Demonstrates in-depth and comprehensive knowledge of assigned products, the marketplace and client needs to drive product growth/development and maximize profitability. Creates product management roadmaps and establishes evaluation criteria and success metrics. Leads pricing, promotion, distribution strategies and competitive differentiators. Positions products for specific client segments, highlighting key benefits and competitive advantages. Engages with Sales and relationship Management in supporting business sales. Performs technical training, demonstration and develops user guides for clients while also preparing sales materials and training BNY Mellon professionals. Guides junior product managers and directs and works with operations and systems managers during product implementation to ensure operating plan goals are met. No direct reports. Provides guidance to less experienced colleagues as needed. May lead others on project teams. Contributes to the achievement of area objectives and profitability of assigned product(s). Qualifications Bachelor's degree or the equivalent combination of education and experience is required. Advanced/graduate degree preferred. MBA or CFA preferred. 7-10 years of total work experience preferred. Cash Management background is strongly preferred Experience in Product Management, operations, client management preferred. Product Leadership Certification preferred. BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer. Minorities/Females/Individuals With Disabilities/Protected Veterans. Our ambition is to build the best global team - one that is representative and inclusive of the diverse talent, clients and communities we work with and serve - and to empower our team to do their best work. We support wellbeing and a balanced life, and offer a range of family-friendly, inclusive employment policies and employee forums. Primary Location: United States-New York-New York Internal Jobcode: 70237 Job: General Mgmt / Admin Organization: Global Product Management-HR07027 Requisition Number:
Who we are looking for As part of the IR team, the successful candidate will assist IR team members in the accurate and timely delivery of information and insight between the bank and the investment community, allowing the market to make an informed judgement about the fair value of STT. You'll be acting as a trusted internal adviser to senior management of the bank, delivering insightful feedback on the business performance in the context of the wider market. The IR analyst will play an integral role in supporting the Global Head of IR, the wider IR team and STT executives in preparing for quarterly earnings as well as industry investor conferences and meetings. The IR analyst will have responsibilities including financial modelling of STT, peer valuation, and the generation of timely market intelligence and surveillance. The position will work closely with the offices of the CEO and CFO, as well as other Management Committee members and business heads to coordinate efforts across multiple functions including legal, SEC reporting, finance and compliance. The position requires significant attention to detail, excellent written and verbal communication skills, an analytical mindset, an understanding of corporate finance as well as a demonstrated ability to deliver results within a fast-paced environment. The successful candidate will be employed at the level of Assistant Vice President (AVP). Why this role is important to us The team you will be joining plays an important role in the overall success of the organization. Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. To make that happen we need teams like yours to help navigate employees and the organization as a whole. In your role you will strive for cutting-edge solutions, that are straightforward and scalable. You will help us build resilience and execute day to day deliverables at our best. Join us if making your mark in the financial services industry from day one is a challenge you are up for. What you will be responsible for As Investor Relations, AVP you will be Producing comprehensive qualitative and quantitative industry, peer, and STT- analysis, including financial and performance metrics to be distributed to senior management Providing timely market surveillance and intelligence to IR team members as well as senior business leaders Assisting in the development and management of complex documents such as earnings releases, management scripts and Q&A documents as well as presentation materials Attending internal meetings with executive management (CEO, CFO, Business Unit heads) to better understand the financial and strategic impact of management actions Assist in ad-hoc projects Proactively identifying and managing risk within the IR team What we value The Investor Relations (IR) team liaises between State Street Corporation (STT)'s Management Committee and its institutional shareholders (real money asset managers, pension funds, hedge funds etc.). IR is a strategic management responsibility that aims to integrate finance, communication, and securities law compliance to enable the most effective two-way communication between the company, the financial community, and other constituencies, which ultimately contributes to the company's stock valuation. Externally, IR makes public strategic, operating, and financial information which can help investors assess the company's performance, valuation and strategic vision. Internally, IR synthesizes and effectively communicates feedback from institutional investors and sell-side research analysts to help senior management set STT's strategic objectives as well as implementation plans. Education & Preferred Qualifications Investor Relations or sell-side experience is a requirement for this position A minimum of 5 years of experience within the following areas: Investor Relations, credit or equity sell-side research, corporate finance, or investment banking with a focus on banking or financials A high level of numeracy with a detailed knowledge of bank financial analysis and valuation techniques The ability to take initiative and execute independently to resolve complex issues CFA Charterholder or equivalent qualification highly desirable Highly motivated to deliver high value add projects in a fast-paced environment An uncompromising ability to maintain strict confidentiality, exercise sound judgment and the highest level of discretion in handling material non-public information Excellent interpersonal and communication skills coupled with an ability to be a credible adviser to senior stakeholders An understanding of the regulatory environment and requirements governing the U.S. banking and investment industry The ability to develop an excellent network of relationships within the bank A high level of attention to detail Strong presentation skills, with detailed knowledge of PowerPoint and Excel About State Street What we do. State Street is one of the largest custodian banks, asset managers and asset intelligence companies in the world. From technology to product innovation we're making our mark on the financial services industry. For more than two centuries, we've been helping our clients safeguard and steward the investments of millions of people. We provide investment servicing, data & analytics, investment research & trading and investment management to institutional clients. Work, Live and Grow. We make all efforts to create a great work environment. Our benefits packages are competitive and comprehensive. Details vary in locations, but you may expect generous medical care, insurance and savings plans among other perks. You'll have access to flexible Work Program to help you match your needs. And our wealth of development programs and educational support will help you reach your full potential. Inclusion, Diversity and Social Responsibility. We truly believe our employees' diverse backgrounds, experiences and perspective are a powerful contributor to creating an inclusive environment where everyone can thrive and reach their maximum potential while adding value to both our organization and our clients. We warmly welcome the candidates of diverse origin, background, ability, age, sexual orientation, gender identity and personality. Another fundamental value at State Street is active engagement with our communities around the world, both as a partner and a leader. You will have tools to help balance your professional and personal life, paid volunteer days, matching gift program and access to employee networks that help you stay connected to what matters to you. State Street is an equal opportunity and affirmative action employer. Discover more at StateStreet.com/careers
01/31/2021
Full time
Who we are looking for As part of the IR team, the successful candidate will assist IR team members in the accurate and timely delivery of information and insight between the bank and the investment community, allowing the market to make an informed judgement about the fair value of STT. You'll be acting as a trusted internal adviser to senior management of the bank, delivering insightful feedback on the business performance in the context of the wider market. The IR analyst will play an integral role in supporting the Global Head of IR, the wider IR team and STT executives in preparing for quarterly earnings as well as industry investor conferences and meetings. The IR analyst will have responsibilities including financial modelling of STT, peer valuation, and the generation of timely market intelligence and surveillance. The position will work closely with the offices of the CEO and CFO, as well as other Management Committee members and business heads to coordinate efforts across multiple functions including legal, SEC reporting, finance and compliance. The position requires significant attention to detail, excellent written and verbal communication skills, an analytical mindset, an understanding of corporate finance as well as a demonstrated ability to deliver results within a fast-paced environment. The successful candidate will be employed at the level of Assistant Vice President (AVP). Why this role is important to us The team you will be joining plays an important role in the overall success of the organization. Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. To make that happen we need teams like yours to help navigate employees and the organization as a whole. In your role you will strive for cutting-edge solutions, that are straightforward and scalable. You will help us build resilience and execute day to day deliverables at our best. Join us if making your mark in the financial services industry from day one is a challenge you are up for. What you will be responsible for As Investor Relations, AVP you will be Producing comprehensive qualitative and quantitative industry, peer, and STT- analysis, including financial and performance metrics to be distributed to senior management Providing timely market surveillance and intelligence to IR team members as well as senior business leaders Assisting in the development and management of complex documents such as earnings releases, management scripts and Q&A documents as well as presentation materials Attending internal meetings with executive management (CEO, CFO, Business Unit heads) to better understand the financial and strategic impact of management actions Assist in ad-hoc projects Proactively identifying and managing risk within the IR team What we value The Investor Relations (IR) team liaises between State Street Corporation (STT)'s Management Committee and its institutional shareholders (real money asset managers, pension funds, hedge funds etc.). IR is a strategic management responsibility that aims to integrate finance, communication, and securities law compliance to enable the most effective two-way communication between the company, the financial community, and other constituencies, which ultimately contributes to the company's stock valuation. Externally, IR makes public strategic, operating, and financial information which can help investors assess the company's performance, valuation and strategic vision. Internally, IR synthesizes and effectively communicates feedback from institutional investors and sell-side research analysts to help senior management set STT's strategic objectives as well as implementation plans. Education & Preferred Qualifications Investor Relations or sell-side experience is a requirement for this position A minimum of 5 years of experience within the following areas: Investor Relations, credit or equity sell-side research, corporate finance, or investment banking with a focus on banking or financials A high level of numeracy with a detailed knowledge of bank financial analysis and valuation techniques The ability to take initiative and execute independently to resolve complex issues CFA Charterholder or equivalent qualification highly desirable Highly motivated to deliver high value add projects in a fast-paced environment An uncompromising ability to maintain strict confidentiality, exercise sound judgment and the highest level of discretion in handling material non-public information Excellent interpersonal and communication skills coupled with an ability to be a credible adviser to senior stakeholders An understanding of the regulatory environment and requirements governing the U.S. banking and investment industry The ability to develop an excellent network of relationships within the bank A high level of attention to detail Strong presentation skills, with detailed knowledge of PowerPoint and Excel About State Street What we do. State Street is one of the largest custodian banks, asset managers and asset intelligence companies in the world. From technology to product innovation we're making our mark on the financial services industry. For more than two centuries, we've been helping our clients safeguard and steward the investments of millions of people. We provide investment servicing, data & analytics, investment research & trading and investment management to institutional clients. Work, Live and Grow. We make all efforts to create a great work environment. Our benefits packages are competitive and comprehensive. Details vary in locations, but you may expect generous medical care, insurance and savings plans among other perks. You'll have access to flexible Work Program to help you match your needs. And our wealth of development programs and educational support will help you reach your full potential. Inclusion, Diversity and Social Responsibility. We truly believe our employees' diverse backgrounds, experiences and perspective are a powerful contributor to creating an inclusive environment where everyone can thrive and reach their maximum potential while adding value to both our organization and our clients. We warmly welcome the candidates of diverse origin, background, ability, age, sexual orientation, gender identity and personality. Another fundamental value at State Street is active engagement with our communities around the world, both as a partner and a leader. You will have tools to help balance your professional and personal life, paid volunteer days, matching gift program and access to employee networks that help you stay connected to what matters to you. State Street is an equal opportunity and affirmative action employer. Discover more at StateStreet.com/careers
This sales opportunity provides the prospect to work for an already well respected global fintech company, who with new private equity backing and leadership are embarking on their next exciting stage of growth. The company already has a strong US client base and are looking to appoint an additional sales professional who can grow new revenues with both their existing client base (up / cross sells) and new name clients. Selling to mutual funds, fund administrators, insurance companies, private equity firms and hedge funds etc, this particular role will focus on selling their suite of market leading regtech solutions i.e. compliance, regulatory reporting, data management and trade monitoring etc. The salesperson will certainly have the freedom and flexibility to develop and execute their own sales strategy, with the benefits of a great brand, company and regtech product suite that is selling behind them. This in addition to a nimble and entrepreneurial high growth culture will all help make this person successful and earn a lot of money selling! Appropriate applicants will have: - Solid sales experience and track record, with a new business / revenue generation edge. - Experience selling technology solutions to the buy side. Although regtech sales experience would be interesting to our client, it's by no means a pre-requisite as sales track record and personal attributes are much more important. So this opportunity could equally suit someone wanting to make a lot of money moving into the regtech area, after perhaps selling either enterprise data management, portfolio management, OMS, trading, fund accounting, risk management, post trade processing or portfolio analytics type solutions etc. - An articulate, consultative and confident sales approach, - The personal motivation and ability to contribute to a dynamic and entrepreneurial team culture. This is an exciting time to join an established market leader that promises significant sales opportunities and earning potential. If you're motivated to succeed and open to considering a next challenge, then let's speak. Role keywords: sales, new business sales, sales executive, sales manager, sales director, account executive, VP Sales, hedge funds, buy side, asset management, investment management, investment banks, hedge funds, private equity, fund administrators, fintech, regtech, compliance, regulatory reporting, trade monitoring, trade compliance, enterprise data management EDM, reference data, portfolio management, OMS, trading, fund accounting, risk management, post trade processing, portfolio analytics, AIFMD, EMIR, MiFID II, Solvency II, SEC reporting, fintech, regtech.
01/31/2021
Full time
This sales opportunity provides the prospect to work for an already well respected global fintech company, who with new private equity backing and leadership are embarking on their next exciting stage of growth. The company already has a strong US client base and are looking to appoint an additional sales professional who can grow new revenues with both their existing client base (up / cross sells) and new name clients. Selling to mutual funds, fund administrators, insurance companies, private equity firms and hedge funds etc, this particular role will focus on selling their suite of market leading regtech solutions i.e. compliance, regulatory reporting, data management and trade monitoring etc. The salesperson will certainly have the freedom and flexibility to develop and execute their own sales strategy, with the benefits of a great brand, company and regtech product suite that is selling behind them. This in addition to a nimble and entrepreneurial high growth culture will all help make this person successful and earn a lot of money selling! Appropriate applicants will have: - Solid sales experience and track record, with a new business / revenue generation edge. - Experience selling technology solutions to the buy side. Although regtech sales experience would be interesting to our client, it's by no means a pre-requisite as sales track record and personal attributes are much more important. So this opportunity could equally suit someone wanting to make a lot of money moving into the regtech area, after perhaps selling either enterprise data management, portfolio management, OMS, trading, fund accounting, risk management, post trade processing or portfolio analytics type solutions etc. - An articulate, consultative and confident sales approach, - The personal motivation and ability to contribute to a dynamic and entrepreneurial team culture. This is an exciting time to join an established market leader that promises significant sales opportunities and earning potential. If you're motivated to succeed and open to considering a next challenge, then let's speak. Role keywords: sales, new business sales, sales executive, sales manager, sales director, account executive, VP Sales, hedge funds, buy side, asset management, investment management, investment banks, hedge funds, private equity, fund administrators, fintech, regtech, compliance, regulatory reporting, trade monitoring, trade compliance, enterprise data management EDM, reference data, portfolio management, OMS, trading, fund accounting, risk management, post trade processing, portfolio analytics, AIFMD, EMIR, MiFID II, Solvency II, SEC reporting, fintech, regtech.
About Us: We are PIMCO, a leading global asset management firm. We manage investments and develop solutions across the full spectrum of asset classes, strategies and vehicles: fixed income, equities, commodities, asset allocation, ETFs, hedge funds and private equity. PIMCO is one of the largest investment managers, actively managing more than $1.92 trillion in assets for clients around the world. PIMCO has over 2,800 employees in 17 offices globally. PIMCO is recognized as an innovator, industry thought leader and trusted advisor to our clients. PIMCO is one of the world's premier fixed income investment managers with thousands of professionals around the world united in a single purpose: creating opportunities for our clients in every environment. Since 1971, we have brought innovation and expertise to our partnership with the institutions, financial advisors and millions of individual investors who entrust us with their assets. We aspire to cultivate performance and leadership through empowering our people, diversity of thought, and a commitment to an inclusive culture that engages in our global communities. Position Description: Portfolio Associate Team Overview Portfolio Associate team members directly support Portfolio Managers and build relationships internally with Account Managers, Product Managers, Legal and Compliance counterparts, Operations teams, and other Portfolio Associate teams across the firm's global offices. On a day-to-day basis, Portfolio Associates actively monitor portfolios to assist Portfolio Managers in rebalancing risks and providing operational support where necessary. Portfolio Associates are routinely encouraged to provide creative solutions and develop key tools and reporting methods to support the Portfolio Management team. Position Development Value: Extensive exposure to industry authorities within Portfolio Management and across other functional areas of the firm A broad range of opportunities to collaborate with talented colleagues Learning environment focused on key buy-side portfolio risk and return principles Constructive feedback to foster career growth in addition to a formal annual review process RESPONSIBILITIES Ensuring investment objectives are reflected across portfolios in scope Monitoring portfolio positions and products versus client guidelines in concert with Compliance team Coordinating with Portfolio Management on re-balancing of portfolios Utilizing proprietary risk systems for monitoring of portfolio exposures Assisting in account transitions and cash flow management Conducting performance and attribution analyses Tagging trades into risk categories within the portfolio Ad hoc operational tasks Responding to ad hoc requests from the Portfolio Management team Position Requirements: Strong academic background in a technical field from a leading, accredited college or university Good understanding of fixed income and equities including knowledge of most cash and derivative instruments Outstanding communication skills are required to operate in a complex financial environment Excel "power user" - SQL, VBA and programming skills are preferred Strong process-oriented background and ability to demonstrate keen portfolio risk and operational awareness Outstanding analytical skills with a proven ability to function efficiently and problem-solve in a fast paced and time-critical environment Additional REQUIREMENTS Candidate will focus mainly on Absolute Return Strategies Good understanding of interest rates derivatives; proven knowledge of Option Greeks Good understanding of Portfolio Risks and Macro Investment Models Programming skill is a plus Ideal candidate will have Master's degree plus minimum 2-3yrs of work experience Benefits: PIMCO is committed to offering a comprehensive portfolio of employee benefits designed to support the health and well-being of you and your family. Benefits vary by location but may include: Medical, dental, and vision coverage Life insurance and travel coverage 401(k) (defined contribution) retirement savings, retirement plan, pension contribution from your first day of employment Work/life programs such as flexible work arrangements, parental leave and support, employee assistance plan, commuter benefits, health club discounts, and educational/CFA certification reimbursement programs Community involvement opportunities with The PIMCO Foundation in each PIMCO office
01/27/2021
Full time
About Us: We are PIMCO, a leading global asset management firm. We manage investments and develop solutions across the full spectrum of asset classes, strategies and vehicles: fixed income, equities, commodities, asset allocation, ETFs, hedge funds and private equity. PIMCO is one of the largest investment managers, actively managing more than $1.92 trillion in assets for clients around the world. PIMCO has over 2,800 employees in 17 offices globally. PIMCO is recognized as an innovator, industry thought leader and trusted advisor to our clients. PIMCO is one of the world's premier fixed income investment managers with thousands of professionals around the world united in a single purpose: creating opportunities for our clients in every environment. Since 1971, we have brought innovation and expertise to our partnership with the institutions, financial advisors and millions of individual investors who entrust us with their assets. We aspire to cultivate performance and leadership through empowering our people, diversity of thought, and a commitment to an inclusive culture that engages in our global communities. Position Description: Portfolio Associate Team Overview Portfolio Associate team members directly support Portfolio Managers and build relationships internally with Account Managers, Product Managers, Legal and Compliance counterparts, Operations teams, and other Portfolio Associate teams across the firm's global offices. On a day-to-day basis, Portfolio Associates actively monitor portfolios to assist Portfolio Managers in rebalancing risks and providing operational support where necessary. Portfolio Associates are routinely encouraged to provide creative solutions and develop key tools and reporting methods to support the Portfolio Management team. Position Development Value: Extensive exposure to industry authorities within Portfolio Management and across other functional areas of the firm A broad range of opportunities to collaborate with talented colleagues Learning environment focused on key buy-side portfolio risk and return principles Constructive feedback to foster career growth in addition to a formal annual review process RESPONSIBILITIES Ensuring investment objectives are reflected across portfolios in scope Monitoring portfolio positions and products versus client guidelines in concert with Compliance team Coordinating with Portfolio Management on re-balancing of portfolios Utilizing proprietary risk systems for monitoring of portfolio exposures Assisting in account transitions and cash flow management Conducting performance and attribution analyses Tagging trades into risk categories within the portfolio Ad hoc operational tasks Responding to ad hoc requests from the Portfolio Management team Position Requirements: Strong academic background in a technical field from a leading, accredited college or university Good understanding of fixed income and equities including knowledge of most cash and derivative instruments Outstanding communication skills are required to operate in a complex financial environment Excel "power user" - SQL, VBA and programming skills are preferred Strong process-oriented background and ability to demonstrate keen portfolio risk and operational awareness Outstanding analytical skills with a proven ability to function efficiently and problem-solve in a fast paced and time-critical environment Additional REQUIREMENTS Candidate will focus mainly on Absolute Return Strategies Good understanding of interest rates derivatives; proven knowledge of Option Greeks Good understanding of Portfolio Risks and Macro Investment Models Programming skill is a plus Ideal candidate will have Master's degree plus minimum 2-3yrs of work experience Benefits: PIMCO is committed to offering a comprehensive portfolio of employee benefits designed to support the health and well-being of you and your family. Benefits vary by location but may include: Medical, dental, and vision coverage Life insurance and travel coverage 401(k) (defined contribution) retirement savings, retirement plan, pension contribution from your first day of employment Work/life programs such as flexible work arrangements, parental leave and support, employee assistance plan, commuter benefits, health club discounts, and educational/CFA certification reimbursement programs Community involvement opportunities with The PIMCO Foundation in each PIMCO office
We are on a search for Development Manager for a bespoke, well run and successful Hedge Fund in midtown. This person will be partnering with the most senior people in the firm, designing solutions to have a direct effect on the business. They are looking for someone who understands risk and structured credit. This role will oversee other aspects of technology that makes this role compelling.
01/27/2021
Full time
We are on a search for Development Manager for a bespoke, well run and successful Hedge Fund in midtown. This person will be partnering with the most senior people in the firm, designing solutions to have a direct effect on the business. They are looking for someone who understands risk and structured credit. This role will oversee other aspects of technology that makes this role compelling.
Responsibilities: Assessing and analyzing risk, attribution, and performance across the firm's fixed income portfolios including cash and derivative investments in US, European and Emerging Market products. Use Multi-Factor Models to identify and measure investment risk across global fixed income investment strategies Identify, Analyze and Present portfolio risk and attribution analytics to the investment team and to external clients Must be able to understand and explain the drivers of P&L changed and risk exposure Provide insights into the risk exposures, risk concentration and tail risk using Bloomberg risk applications Perform in-depth analysis to better understand portfolio performance Work directly with Portfolio Managers to provide risk analysis that will improve portfolio construction Work with IT to develop real-time risk dashboards that can be used by PM's and senior management Monitor, analyze and communicate daily changes in the risk profile of the firm's fixed income cash and derivatives portfolios Provide accurate and timely risk information to both internal managers and external clients Requirements: Candidates will have an advanced quantitative degree 10+ years working in fixed income risk management with experience in hedge fund and long only fixed income risk analysis Must have deep understanding of interest rate derivatives Experience extracting and manipulating data from Bloomberg and other vendor products Programming skills, [Matlab, Python, R] Superior communication skills required to work directly with PM's Ability to work in a time-sensitive trading room environment Keywords: Quantitative Risk Manager, Fixed Income, Multi-Factor Models, Risk Attribution Risk Monitoring, Tail Risk, Quantitative Research, Risk Exposure, Risk Concentration Please send resumes to Jim Geiger
01/27/2021
Full time
Responsibilities: Assessing and analyzing risk, attribution, and performance across the firm's fixed income portfolios including cash and derivative investments in US, European and Emerging Market products. Use Multi-Factor Models to identify and measure investment risk across global fixed income investment strategies Identify, Analyze and Present portfolio risk and attribution analytics to the investment team and to external clients Must be able to understand and explain the drivers of P&L changed and risk exposure Provide insights into the risk exposures, risk concentration and tail risk using Bloomberg risk applications Perform in-depth analysis to better understand portfolio performance Work directly with Portfolio Managers to provide risk analysis that will improve portfolio construction Work with IT to develop real-time risk dashboards that can be used by PM's and senior management Monitor, analyze and communicate daily changes in the risk profile of the firm's fixed income cash and derivatives portfolios Provide accurate and timely risk information to both internal managers and external clients Requirements: Candidates will have an advanced quantitative degree 10+ years working in fixed income risk management with experience in hedge fund and long only fixed income risk analysis Must have deep understanding of interest rate derivatives Experience extracting and manipulating data from Bloomberg and other vendor products Programming skills, [Matlab, Python, R] Superior communication skills required to work directly with PM's Ability to work in a time-sensitive trading room environment Keywords: Quantitative Risk Manager, Fixed Income, Multi-Factor Models, Risk Attribution Risk Monitoring, Tail Risk, Quantitative Research, Risk Exposure, Risk Concentration Please send resumes to Jim Geiger
Senior Policy Associate Full-Time Regular Washington, DC, US Organizational Overview The IIF is the global association of the financial industry. Its mission is to support its members in the prudent management of risks; to develop sound industry practices; and to advocate for regulatory, financial, and economic policies that are in the broad interests of its members and foster global financial stability and sustainable economic growth. IIF member firms span the globe and the financial industry, comprising commercial and investment banks, asset managers, insurance companies, sovereign wealth funds, hedge funds, central banks, development banks, and other types of businesses involved in the financial industry from nearly 70 countries. Position Description The Institute is seeking a highly motivated Senior Policy Associate with expertise in sustainable finance to support the work of our Global Policy Initiatives department, including the activities of the IIF Sustainable Finance Working Group (SFWG). S/he will be responsible for a wide range of duties, including but not limited to: Assisting with market research and policy analysis on sustainable finance issues. Helping to formulate consensus-based policy recommendations on sustainable finance issues, and supporting the development of consultation responses. Supporting the delivery of IIF strategic projects on sustainable finance topics. Contributing to the IIF's growing portfolio of sustainable finance research products, webinars, podcasts etc. Helping plan and execute IIF events including all SFWG meetings, roundtables, and relevant sessions at the IIF Spring and Annual Membership Meetings . Preparing drafts of meeting materials (annotated agendas; meeting summaries; presentations for conference calls and meetings). Supporting engagement with IIF member firms, participating in conference calls and meetings, and working to support the IIF's member outreach. Requirements Applicants should have: a bachelor's degree in economics, finance, environmental studies or other related quantitative field, but more competitive candidates would have a master's degree; at least five years of relevant experience in working on sustainable finance topics or a closely related field; strong command of the English language and excellent written and oral communication skills; ability to work independently as well as collaboratively in a team environment; good organizational skills, attention to detail, and the ability to work in a very fast paced, deadline-driven environment; ability to interact with all levels of staff in responding to a wide range of inquiries. To apply, please submit cover letter (with salary requirements) and resume in Word format. For more information about the IIF, please refer to our website at .
01/27/2021
Full time
Senior Policy Associate Full-Time Regular Washington, DC, US Organizational Overview The IIF is the global association of the financial industry. Its mission is to support its members in the prudent management of risks; to develop sound industry practices; and to advocate for regulatory, financial, and economic policies that are in the broad interests of its members and foster global financial stability and sustainable economic growth. IIF member firms span the globe and the financial industry, comprising commercial and investment banks, asset managers, insurance companies, sovereign wealth funds, hedge funds, central banks, development banks, and other types of businesses involved in the financial industry from nearly 70 countries. Position Description The Institute is seeking a highly motivated Senior Policy Associate with expertise in sustainable finance to support the work of our Global Policy Initiatives department, including the activities of the IIF Sustainable Finance Working Group (SFWG). S/he will be responsible for a wide range of duties, including but not limited to: Assisting with market research and policy analysis on sustainable finance issues. Helping to formulate consensus-based policy recommendations on sustainable finance issues, and supporting the development of consultation responses. Supporting the delivery of IIF strategic projects on sustainable finance topics. Contributing to the IIF's growing portfolio of sustainable finance research products, webinars, podcasts etc. Helping plan and execute IIF events including all SFWG meetings, roundtables, and relevant sessions at the IIF Spring and Annual Membership Meetings . Preparing drafts of meeting materials (annotated agendas; meeting summaries; presentations for conference calls and meetings). Supporting engagement with IIF member firms, participating in conference calls and meetings, and working to support the IIF's member outreach. Requirements Applicants should have: a bachelor's degree in economics, finance, environmental studies or other related quantitative field, but more competitive candidates would have a master's degree; at least five years of relevant experience in working on sustainable finance topics or a closely related field; strong command of the English language and excellent written and oral communication skills; ability to work independently as well as collaboratively in a team environment; good organizational skills, attention to detail, and the ability to work in a very fast paced, deadline-driven environment; ability to interact with all levels of staff in responding to a wide range of inquiries. To apply, please submit cover letter (with salary requirements) and resume in Word format. For more information about the IIF, please refer to our website at .
About Us: We are PIMCO, a leading global asset management firm. We manage investments and develop solutions across the full spectrum of asset classes, strategies and vehicles: fixed income, equities, commodities, asset allocation, ETFs, hedge funds and private equity. PIMCO is one of the largest investment managers, actively managing more than $1.92 trillion in assets for clients around the world. PIMCO has over 2,800 employees in 17 offices globally. PIMCO is recognized as an innovator, industry thought leader and trusted advisor to our clients. PIMCO is one of the world's premier fixed income investment managers with thousands of professionals around the world united in a single purpose: creating opportunities for our clients in every environment. Since 1971, we have brought innovation and expertise to our partnership with the institutions, financial advisors and millions of individual investors who entrust us with their assets. We aspire to cultivate performance and leadership through empowering our people, diversity of thought, and a commitment to an inclusive culture that engages in our global communities. Position Description: Positions are located in Austin, TX, and Newport Beach, CA PIMCO Technology PIMCO is a global investment solutions provider with a single mission: to mitigate risks and deliver returns for our clients. As part of that mission, we develop applications for internal use to help us value securities and mitigate risk. We deliver dynamic and timely solutions using HTML5, Python, Java, C#, and C++ with traditional databases and big data technologies on the back end using open source technologies and the cloud. You'll have the chance to define your career with a dynamic global leader in asset management working in a world-class technology group. Experience a high level of exposure to the investment management business and enjoy working with cutting edge technologies on new solutions. Software Development: You'll collaborate with a team to build software that solves real problems for our portfolio, client, and business management teams, with the goal of putting working software into production for our end users. Your projects will be guided by a senior developer and will leverage elements of our internal software development frameworks, open source technologies, agile SDLC, big data, traditional databases. and the cloud. The PIMCO Internship Experience: - The PIMCO Internship Program runs for 10 weeks beginning in early/mid-June 2021 - During Week 1, you'll participate in PIMCO Fundamentals Training, providing you with the skills, knowledge, and relationships that will prepare you for success - During Week 2, you'll take part in PIMCO's Tech Bootcamp, where you'll learn to deliver and operate working software in our environment - Alongside your colleagues, participate in PIMCO's Global Month of Volunteering , developed to heighten the impact of our employees' worldwide volunteer efforts - Join us for a variety of cross-divisional education, networking & social events! - Your supervisor, peer mentor, senior leaders and team offer guidance and mentorship throughout the summer - You'll receive feedback at mid- and end-of-summer as part of a formal review process to keep you on the path to meeting your summer goals - Want to learn more? Hear about The PIMCO Internship Experience from past interns & search for live virtual recruiting events ! How you should apply: Applications open July 1, 2020. We review applications on a rolling basis and encourage you to apply by submitting your resume, cover letter & unofficial transcript as soon as you are ready. What to expect during the interview process: - After we receive your application, we'll conduct an initial resume & cover letter review. We'll send status updates throughout the process. - As the first step, you'll be asked to complete a HackerRank challenge to highlight your technical skills - You'll showcase your interests, skills, and personality by completing a one-way video interview using the Spark Hire platform - If selected to move forward, you'll meet with us during final-round interviews conducted live via Webex or HackerRank CodePair. Interviews typically consist of behavioral and technical concepts. Position Requirements: You're eligible to apply if you: - Are an undergraduate or masters student currently pursuing a degree with an expected graduation date of December 2021 - June 2024 - Have a minimum 3.2 cumulative collegiate grade point average on a 4.0 scale (or the equivalent) at an accredited 4-year college or university - Are business proficient in English You'll excel as a PIMCO Software Engineering intern if you: - Are pursuing a degree in Computer Science, Engineering, Math, or similar - Have strong programming skills (Java, Python and/or C#) - Possess outstanding analytical skills with the ability to function efficiently and problem-solve in a fast paced and time-critical environment - Show outstanding communication skills which enable you to operate in a complex financial and technical environment - Show the following traits: ethical, collaborative, organized, flexible, high energy, self-starter, accountable, humble - Are comfortable working independently as well as in a collaborative team Benefits: PIMCO is committed to offering a comprehensive portfolio of employee benefits designed to support the health and well-being of you and your family. Benefits vary by location but may include: Medical, dental, and vision coverage Life insurance and travel coverage 401(k) (defined contribution) retirement savings, retirement plan, pension contribution from your first day of employment Work/life programs such as flexible work arrangements, parental leave and support, employee assistance plan, commuter benefits, health club discounts, and educational/CFA certification reimbursement programs Community involvement opportunities with The PIMCO Foundation in each PIMCO office
01/27/2021
Full time
About Us: We are PIMCO, a leading global asset management firm. We manage investments and develop solutions across the full spectrum of asset classes, strategies and vehicles: fixed income, equities, commodities, asset allocation, ETFs, hedge funds and private equity. PIMCO is one of the largest investment managers, actively managing more than $1.92 trillion in assets for clients around the world. PIMCO has over 2,800 employees in 17 offices globally. PIMCO is recognized as an innovator, industry thought leader and trusted advisor to our clients. PIMCO is one of the world's premier fixed income investment managers with thousands of professionals around the world united in a single purpose: creating opportunities for our clients in every environment. Since 1971, we have brought innovation and expertise to our partnership with the institutions, financial advisors and millions of individual investors who entrust us with their assets. We aspire to cultivate performance and leadership through empowering our people, diversity of thought, and a commitment to an inclusive culture that engages in our global communities. Position Description: Positions are located in Austin, TX, and Newport Beach, CA PIMCO Technology PIMCO is a global investment solutions provider with a single mission: to mitigate risks and deliver returns for our clients. As part of that mission, we develop applications for internal use to help us value securities and mitigate risk. We deliver dynamic and timely solutions using HTML5, Python, Java, C#, and C++ with traditional databases and big data technologies on the back end using open source technologies and the cloud. You'll have the chance to define your career with a dynamic global leader in asset management working in a world-class technology group. Experience a high level of exposure to the investment management business and enjoy working with cutting edge technologies on new solutions. Software Development: You'll collaborate with a team to build software that solves real problems for our portfolio, client, and business management teams, with the goal of putting working software into production for our end users. Your projects will be guided by a senior developer and will leverage elements of our internal software development frameworks, open source technologies, agile SDLC, big data, traditional databases. and the cloud. The PIMCO Internship Experience: - The PIMCO Internship Program runs for 10 weeks beginning in early/mid-June 2021 - During Week 1, you'll participate in PIMCO Fundamentals Training, providing you with the skills, knowledge, and relationships that will prepare you for success - During Week 2, you'll take part in PIMCO's Tech Bootcamp, where you'll learn to deliver and operate working software in our environment - Alongside your colleagues, participate in PIMCO's Global Month of Volunteering , developed to heighten the impact of our employees' worldwide volunteer efforts - Join us for a variety of cross-divisional education, networking & social events! - Your supervisor, peer mentor, senior leaders and team offer guidance and mentorship throughout the summer - You'll receive feedback at mid- and end-of-summer as part of a formal review process to keep you on the path to meeting your summer goals - Want to learn more? Hear about The PIMCO Internship Experience from past interns & search for live virtual recruiting events ! How you should apply: Applications open July 1, 2020. We review applications on a rolling basis and encourage you to apply by submitting your resume, cover letter & unofficial transcript as soon as you are ready. What to expect during the interview process: - After we receive your application, we'll conduct an initial resume & cover letter review. We'll send status updates throughout the process. - As the first step, you'll be asked to complete a HackerRank challenge to highlight your technical skills - You'll showcase your interests, skills, and personality by completing a one-way video interview using the Spark Hire platform - If selected to move forward, you'll meet with us during final-round interviews conducted live via Webex or HackerRank CodePair. Interviews typically consist of behavioral and technical concepts. Position Requirements: You're eligible to apply if you: - Are an undergraduate or masters student currently pursuing a degree with an expected graduation date of December 2021 - June 2024 - Have a minimum 3.2 cumulative collegiate grade point average on a 4.0 scale (or the equivalent) at an accredited 4-year college or university - Are business proficient in English You'll excel as a PIMCO Software Engineering intern if you: - Are pursuing a degree in Computer Science, Engineering, Math, or similar - Have strong programming skills (Java, Python and/or C#) - Possess outstanding analytical skills with the ability to function efficiently and problem-solve in a fast paced and time-critical environment - Show outstanding communication skills which enable you to operate in a complex financial and technical environment - Show the following traits: ethical, collaborative, organized, flexible, high energy, self-starter, accountable, humble - Are comfortable working independently as well as in a collaborative team Benefits: PIMCO is committed to offering a comprehensive portfolio of employee benefits designed to support the health and well-being of you and your family. Benefits vary by location but may include: Medical, dental, and vision coverage Life insurance and travel coverage 401(k) (defined contribution) retirement savings, retirement plan, pension contribution from your first day of employment Work/life programs such as flexible work arrangements, parental leave and support, employee assistance plan, commuter benefits, health club discounts, and educational/CFA certification reimbursement programs Community involvement opportunities with The PIMCO Foundation in each PIMCO office
Dividend Forecasting at IHS Markit provides announcements and forecasts for dividend amounts and dates for more than 28,000 stocks globally. Forecasts are up to four years in the future, subject to availability. Dividend forecasts are a key input used to price options and futures. Our main customers include investment banks, hedge funds, risk managers and derivatives exchanges. Dividend forecasts are created using a bottom-up, research led methodology to provide the highest level of accuracy. They are based a range of factors including recent market news, direct company guidance, fundamental analysis, historical observations and peer group trends. The successful candidate will work as part of the US dividend research team. Members are responsible for providing dividend forecasts for a portfolio of stocks, through in-depth research and financial analysis of company fundamentals. Analysts are also responsible for providing ad-hoc customer-driven research, thematic reports, and customer support. Duties & accountabilities Spearhead outreach to prospective users of dividend data by creating collateral on alternative uses of dividend data, assisting the Sales team on pitches as well as managing the marketing of dividends Engage with clients to meet their needs as pertains to delivery mechanisms such as the API, database to database connections Analysis of company fundamentals to provide dividend forecasts for North American stocks Provision of research on equity fundamentals, financial statements and market announcements Generation of dividend research papers at a sector, country and regional level Monitor news flow to assess the impact of market events on companies and their dividends Forecast dividend payment schedules A keen awareness of the impact dividends forecasts have on the value of equity derivatives Respond to daily client demands with bespoke analysis Building relationships with investor relations departments at companies within coverage Education & experience Candidates will be degree educated Advanced working knowledge of Microsoft Office programs Prior experience with SQL or VBA preferable CFA or equivalent post-graduate study desirable Experience working with Exchange Traded Funds (ETFs) desirable Commercial awareness Keen interest in financial news, market events and their implications Knowledge of financial statement analysis Knowledge of equity derivatives Management requirements Able to organize and self-manage, including effective scheduling, prioritization and time management skills Able to manage multiple tasks in parallel, completing tasks to tight deadlines Personal competencies Excellent attention to detail and a meticulous eye for identifying inconsistencies or inaccuracies in data entry or data outputs Demonstrates a can-do attitude Displays a resilient and adaptable style, remaining calm in demanding circumstances Communication Demonstrates excellent communication skills Confident speaking directly with both customers and investor relations departments First class report writing skills, ability to develop and present ideas Teamwork A willingness to contribute to the continued development of the team Works collaboratively with others to achieve group goals and objectives Inclusion and diversity are critical to the success of IHS Markit, and we actively encourage applications from people of all backgrounds. We are committed to providing equal employment opportunity without regard to race, color, religion, sex, sexual orientation, gender identity, age, national origin, disability, status as a protected veteran, or any other protected category. For more information on the many ways in which we enthusiastically support inclusion and diversity efforts for both candidates and employees, please access our Inclusion & Diversity Statement here . We are proud to provide reasonable accommodations to applicants with disabilities. If you are interested in applying for employment with IHS Markit and need special assistance or an accommodation to use our website or to apply for a position, please contact or call +1 . Determination on requests for reasonable accommodation are considered on a case-by-case basis. This contact information (email and phone) is intended for application assistance and accommodation requests only. We are unable to accept resumes or provide information about application status through the phone number or email address above. Resumes are only accepted through the online application process, and only qualified candidates will receive consideration and follow-up. IHS Markit maintains a substance-free workplace; employees may be asked to submit to a drug test (where permitted by law). In addition, as a federal contractor in the United States, the company participates in the E-Verify Program to confirm eligibility to work. For information please click on the following links: IHS Markit Business Code of Conduct Right to Work EEO is the Law EEO is the Law Supplement Pay Transparency Current Colleagues If you are currently employed by IHS Markit, please apply internally via the Workday internal careers site.
01/26/2021
Full time
Dividend Forecasting at IHS Markit provides announcements and forecasts for dividend amounts and dates for more than 28,000 stocks globally. Forecasts are up to four years in the future, subject to availability. Dividend forecasts are a key input used to price options and futures. Our main customers include investment banks, hedge funds, risk managers and derivatives exchanges. Dividend forecasts are created using a bottom-up, research led methodology to provide the highest level of accuracy. They are based a range of factors including recent market news, direct company guidance, fundamental analysis, historical observations and peer group trends. The successful candidate will work as part of the US dividend research team. Members are responsible for providing dividend forecasts for a portfolio of stocks, through in-depth research and financial analysis of company fundamentals. Analysts are also responsible for providing ad-hoc customer-driven research, thematic reports, and customer support. Duties & accountabilities Spearhead outreach to prospective users of dividend data by creating collateral on alternative uses of dividend data, assisting the Sales team on pitches as well as managing the marketing of dividends Engage with clients to meet their needs as pertains to delivery mechanisms such as the API, database to database connections Analysis of company fundamentals to provide dividend forecasts for North American stocks Provision of research on equity fundamentals, financial statements and market announcements Generation of dividend research papers at a sector, country and regional level Monitor news flow to assess the impact of market events on companies and their dividends Forecast dividend payment schedules A keen awareness of the impact dividends forecasts have on the value of equity derivatives Respond to daily client demands with bespoke analysis Building relationships with investor relations departments at companies within coverage Education & experience Candidates will be degree educated Advanced working knowledge of Microsoft Office programs Prior experience with SQL or VBA preferable CFA or equivalent post-graduate study desirable Experience working with Exchange Traded Funds (ETFs) desirable Commercial awareness Keen interest in financial news, market events and their implications Knowledge of financial statement analysis Knowledge of equity derivatives Management requirements Able to organize and self-manage, including effective scheduling, prioritization and time management skills Able to manage multiple tasks in parallel, completing tasks to tight deadlines Personal competencies Excellent attention to detail and a meticulous eye for identifying inconsistencies or inaccuracies in data entry or data outputs Demonstrates a can-do attitude Displays a resilient and adaptable style, remaining calm in demanding circumstances Communication Demonstrates excellent communication skills Confident speaking directly with both customers and investor relations departments First class report writing skills, ability to develop and present ideas Teamwork A willingness to contribute to the continued development of the team Works collaboratively with others to achieve group goals and objectives Inclusion and diversity are critical to the success of IHS Markit, and we actively encourage applications from people of all backgrounds. We are committed to providing equal employment opportunity without regard to race, color, religion, sex, sexual orientation, gender identity, age, national origin, disability, status as a protected veteran, or any other protected category. For more information on the many ways in which we enthusiastically support inclusion and diversity efforts for both candidates and employees, please access our Inclusion & Diversity Statement here . We are proud to provide reasonable accommodations to applicants with disabilities. If you are interested in applying for employment with IHS Markit and need special assistance or an accommodation to use our website or to apply for a position, please contact or call +1 . Determination on requests for reasonable accommodation are considered on a case-by-case basis. This contact information (email and phone) is intended for application assistance and accommodation requests only. We are unable to accept resumes or provide information about application status through the phone number or email address above. Resumes are only accepted through the online application process, and only qualified candidates will receive consideration and follow-up. IHS Markit maintains a substance-free workplace; employees may be asked to submit to a drug test (where permitted by law). In addition, as a federal contractor in the United States, the company participates in the E-Verify Program to confirm eligibility to work. For information please click on the following links: IHS Markit Business Code of Conduct Right to Work EEO is the Law EEO is the Law Supplement Pay Transparency Current Colleagues If you are currently employed by IHS Markit, please apply internally via the Workday internal careers site.
COMPANY OVERVIEW: For over 235 years, Bank of New York Mellon (BNY Mellon) has been at the center of the global financial markets, providing the world's leading institutions the tools, capabilities, and services to be distinctive investors. BNY Mellon has approximately $16.5 billion in revenues and a 23% return on tangible common equity. BNY Mellon is a leader in the world of investment services and investment management, and our businesses support the full range of stakeholders of the financial system including: Managing the custody of approximately $37 trillion financial assets of the world's leading institutional investors, hedge funds, sovereign wealth funds, and corporates Investing approximately $2 trillion as one of the largest global asset managers across a wide range of asset classes Providing collateral, liquidity, and funding for the world's largest banks through our markets franchise Serving family offices and high net worth individuals through our wealth management franchise Providing a full suite of solutions to advisors, broker-dealers, family offices, hedge and '40 Act fund managers, registered investment advisor firms and wealth managers Advising large global corporations on a range of trust and other solutions Providing integrated managed data services to asset managers BUSINESS OVERVIEW: The Bank of New York Mellon is the largest securities lending agent in the world operating in 34 countries and having a lendable base of $4.7Tand $50B on - loan. Our client base is represented by the Banks's most significant client enterprises, as well as clients whose assets are held with third party custodians. JOB DESCRIPTION: Oversees assigned client accounts, ensuring satisfaction, swift response to client needs, efficient problem resolution, contract and operational compliance, risk mitigation and KYC responsibilities. Consults with Relationship Managers and clients on best practices, solutions and regulatory changes to support client engagement. Assigned accounts may be comprised of 40 Act funds, Insurance complexes, Corporate Pension plans, Government accounts, and Endowment and Foundations. Should possess account management skills and have the ability to work independently as well as provide team support. Incumbent may receive guidance from a more experienced Account Manager. Proactively consult on small, non-complex client accounts, ensuring continued client satisfaction and listening for cues on client needs. Tracks and reports on client metrics. Acts as day-to-day point of contact for the client. Liaises with relevant operations contacts (internally and externally) to coordinate service to the client. Escalates relevant issues to senior team members or management. Assists with managing client inquiries and resolves problems within scope of knowledge. Gains understanding of the business environment of assigned clients, industry trends and competitor services/offerings. No direct reports. Responsibilities are to own assigned client accounts, the team and the group as a whole PREFERRED QUALIFICATION: Securities Lending experience Asset servicing experience Client Service experience Qualifications QUALIFICATIONS: Bachelor's degree or the equivalent combination of education and experience is required 3-5 years of total work experience preferred. Experience in Account Management or Client Service Delivery preferred.. BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer. Minorities/Females/Individuals With Disabilities/Protected Veterans. Our ambition is to build the best global team - one that is representative and inclusive of the diverse talent, clients and communities we work with and serve - and to empower our team to do their best work. We support wellbeing and a balanced life, and offer a range of family-friendly, inclusive employment policies and employee forums. Primary Location: United States-New York-New York Internal Jobcode: 70006 Job: Global Markets Organization: Liquidity And Segregation-HR15304 Requisition Number:
01/26/2021
Full time
COMPANY OVERVIEW: For over 235 years, Bank of New York Mellon (BNY Mellon) has been at the center of the global financial markets, providing the world's leading institutions the tools, capabilities, and services to be distinctive investors. BNY Mellon has approximately $16.5 billion in revenues and a 23% return on tangible common equity. BNY Mellon is a leader in the world of investment services and investment management, and our businesses support the full range of stakeholders of the financial system including: Managing the custody of approximately $37 trillion financial assets of the world's leading institutional investors, hedge funds, sovereign wealth funds, and corporates Investing approximately $2 trillion as one of the largest global asset managers across a wide range of asset classes Providing collateral, liquidity, and funding for the world's largest banks through our markets franchise Serving family offices and high net worth individuals through our wealth management franchise Providing a full suite of solutions to advisors, broker-dealers, family offices, hedge and '40 Act fund managers, registered investment advisor firms and wealth managers Advising large global corporations on a range of trust and other solutions Providing integrated managed data services to asset managers BUSINESS OVERVIEW: The Bank of New York Mellon is the largest securities lending agent in the world operating in 34 countries and having a lendable base of $4.7Tand $50B on - loan. Our client base is represented by the Banks's most significant client enterprises, as well as clients whose assets are held with third party custodians. JOB DESCRIPTION: Oversees assigned client accounts, ensuring satisfaction, swift response to client needs, efficient problem resolution, contract and operational compliance, risk mitigation and KYC responsibilities. Consults with Relationship Managers and clients on best practices, solutions and regulatory changes to support client engagement. Assigned accounts may be comprised of 40 Act funds, Insurance complexes, Corporate Pension plans, Government accounts, and Endowment and Foundations. Should possess account management skills and have the ability to work independently as well as provide team support. Incumbent may receive guidance from a more experienced Account Manager. Proactively consult on small, non-complex client accounts, ensuring continued client satisfaction and listening for cues on client needs. Tracks and reports on client metrics. Acts as day-to-day point of contact for the client. Liaises with relevant operations contacts (internally and externally) to coordinate service to the client. Escalates relevant issues to senior team members or management. Assists with managing client inquiries and resolves problems within scope of knowledge. Gains understanding of the business environment of assigned clients, industry trends and competitor services/offerings. No direct reports. Responsibilities are to own assigned client accounts, the team and the group as a whole PREFERRED QUALIFICATION: Securities Lending experience Asset servicing experience Client Service experience Qualifications QUALIFICATIONS: Bachelor's degree or the equivalent combination of education and experience is required 3-5 years of total work experience preferred. Experience in Account Management or Client Service Delivery preferred.. BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer. Minorities/Females/Individuals With Disabilities/Protected Veterans. Our ambition is to build the best global team - one that is representative and inclusive of the diverse talent, clients and communities we work with and serve - and to empower our team to do their best work. We support wellbeing and a balanced life, and offer a range of family-friendly, inclusive employment policies and employee forums. Primary Location: United States-New York-New York Internal Jobcode: 70006 Job: Global Markets Organization: Liquidity And Segregation-HR15304 Requisition Number:
About Us: We are PIMCO, a leading global asset management firm. We manage investments and develop solutions across the full spectrum of asset classes, strategies and vehicles: fixed income, equities, commodities, asset allocation, ETFs, hedge funds and private equity. PIMCO is one of the largest investment managers, actively managing more than $2.02 trillion in assets for clients around the world. PIMCO has over 3,050 employees in 17 offices globally. PIMCO is recognized as an innovator, industry thought leader and trusted advisor to our clients. PIMCO is one of the world's premier fixed income investment managers with thousands of professionals around the world united in a single purpose: creating opportunities for our clients in every environment. Since 1971, we have brought innovation and expertise to our partnership with the institutions, financial advisors and millions of individual investors who entrust us with their assets. We aspire to cultivate performance and leadership through empowering our people, diversity of thought, and a commitment to an inclusive culture that engages in our global communities. Position Description: The Alternative Finds at PIMCO total approximately $35B across multiple strategies (mainly opportunistic, credit and real estate focused) and multiple vehicle types (private equity and hedge fund). The Financing Team sources, evaluates and executes complex fund and investment-level financing arrangement to enhance returns on fund investments. Team members are given broad exposure to many fund vehicles, investment types and stages of the investment management process. Location: New York, NY RESPONSIBILITIES Evaluate, execute and monitor complex fund and investment-level financing arrangements including negotiating economic terms and legal documents Work with lenders, portfolio managers, third party operating partners and others on maintaining and monitoring existing financing transactions Work with Portfolio Managers to identify key risks, issues, and work towards solutions for currently financed investments Position Requirements: 10+ years of investment banking or asset management experience, preferably in a structured credit, lending, capital markets role Bachelor's degree with a major in Finance, Economics, Mathematics or the Applied Sciences is preferred Existing knowledge of financing markets and transaction structuring preferred Excellent quantitative/analytical and written/verbal communication skills Excellent time and project management skills Ability to work effectively with all levels of personnel, both internal and external Highly organized Natural curiosity for learning and for seeking exposure to new concepts Benefits: PIMCO is committed to offering a comprehensive portfolio of employee benefits designed to support the health and well-being of you and your family. Benefits vary by location but may include: Medical, dental, and vision coverage Life insurance and travel coverage 401(k) (defined contribution) retirement savings, retirement plan, pension contribution from your first day of employment Work/life programs such as flexible work arrangements, parental leave and support, employee assistance plan, commuter benefits, health club discounts, and educational/CFA certification reimbursement programs Community involvement opportunities with The PIMCO Foundation in each PIMCO office
01/24/2021
Full time
About Us: We are PIMCO, a leading global asset management firm. We manage investments and develop solutions across the full spectrum of asset classes, strategies and vehicles: fixed income, equities, commodities, asset allocation, ETFs, hedge funds and private equity. PIMCO is one of the largest investment managers, actively managing more than $2.02 trillion in assets for clients around the world. PIMCO has over 3,050 employees in 17 offices globally. PIMCO is recognized as an innovator, industry thought leader and trusted advisor to our clients. PIMCO is one of the world's premier fixed income investment managers with thousands of professionals around the world united in a single purpose: creating opportunities for our clients in every environment. Since 1971, we have brought innovation and expertise to our partnership with the institutions, financial advisors and millions of individual investors who entrust us with their assets. We aspire to cultivate performance and leadership through empowering our people, diversity of thought, and a commitment to an inclusive culture that engages in our global communities. Position Description: The Alternative Finds at PIMCO total approximately $35B across multiple strategies (mainly opportunistic, credit and real estate focused) and multiple vehicle types (private equity and hedge fund). The Financing Team sources, evaluates and executes complex fund and investment-level financing arrangement to enhance returns on fund investments. Team members are given broad exposure to many fund vehicles, investment types and stages of the investment management process. Location: New York, NY RESPONSIBILITIES Evaluate, execute and monitor complex fund and investment-level financing arrangements including negotiating economic terms and legal documents Work with lenders, portfolio managers, third party operating partners and others on maintaining and monitoring existing financing transactions Work with Portfolio Managers to identify key risks, issues, and work towards solutions for currently financed investments Position Requirements: 10+ years of investment banking or asset management experience, preferably in a structured credit, lending, capital markets role Bachelor's degree with a major in Finance, Economics, Mathematics or the Applied Sciences is preferred Existing knowledge of financing markets and transaction structuring preferred Excellent quantitative/analytical and written/verbal communication skills Excellent time and project management skills Ability to work effectively with all levels of personnel, both internal and external Highly organized Natural curiosity for learning and for seeking exposure to new concepts Benefits: PIMCO is committed to offering a comprehensive portfolio of employee benefits designed to support the health and well-being of you and your family. Benefits vary by location but may include: Medical, dental, and vision coverage Life insurance and travel coverage 401(k) (defined contribution) retirement savings, retirement plan, pension contribution from your first day of employment Work/life programs such as flexible work arrangements, parental leave and support, employee assistance plan, commuter benefits, health club discounts, and educational/CFA certification reimbursement programs Community involvement opportunities with The PIMCO Foundation in each PIMCO office