Description: Find the workplace you've been looking for join our Reliance Bank team! We're currently seeking an experienced Commercial Credit Specialist (Credit Analyst) to join our team. This is a full-time, on-site position and may be based at either our North Atherton Office in State College, PA, or our Corporate Office in Altoona, PA. Office location is flexible and will be based on selected candidate's preferences. Job Requirements: Education/Training: Bachelor's Degree in a business-related field of study is required; specialized financial analysis training preferred. Experience: A minimum of five (5) year's experience working in a commercial credit analysis position is normally required. As a Commercial Credit Specialist, you'll get to: Work in a diverse role that encompasses the areas of credit support, underwriting, sales support and loan portfolio management. Maintain a thorough working knowledge and understanding of all commercial credit policies and procedures. Underwrite all commercial credit requests with independent analysis to identify risk and recommend appropriate mitigation. Ensure request packages are complete, accurate, transparent and well-documented. Support our commercial lenders in developing, maintaining, and executing plans to meet loan and deposit growth and other revenue targets for the year. Help prepare for prospect calls through research and other related activities. Uncover opportunities to consult with prospects and customers through the review of personal financial and other financial statements and internal bank reports. Ensure that our commercial banking relationships are fully developed and include all support services available to our commercial customers. Collaborate with Commercial Lenders and Commercial Support Specialists regarding current and new loans, addressing any areas of need. Plan and lead regular meetings with assigned lender(s) and Commercial Support Specialist(s). Discuss prioritization strategy around new loan requests, line of credit renewals, annual risk rating assessments, and past dues. Utilize the meetings to uncover opportunities to consultatively meet client credit, deposit, and cash management needs. A complete job description is included further down on this page. To view the complete job description, please scroll down. Other requirements: Passion for problem-solving and working with people Ability to work effectively in a fast-paced, highly collaborative work environment. Moderate PC skills including familiarity with Microsoft Word and Excel Ability to communicate ideas clearly, accurately and professionally so that others may understand Proficient ability to review, analyze and interpret financial statements Valid Driver's License Working Conditions and Physical Demands: Work is normally performed in a typical interior/office environment. This position requires the ability to remain in a stationary position for the majority of the day, with occasional need to move about the immediate workspace or to other areas of the department/building to accomplish tasks. Constant use of repeated motions involving the hands, wrists and fingers is required, as well as an ability to observe details at close range throughout the day. Occasional need to move or adjust items of up to 10 pounds in weight. Benefits for the Commercial Credit Specialist Role: We offer a welcoming workplace emphasizing our Core Values of Integrity, Team , Relationships , Community and Growth. Additionally, Reliance Bank is proud to offer a comprehensive benefits package which includes: Annual Bonus Program 11 Paid Holidays Annual Paid Time Off (PTO) Allotment Gym Membership Reimbursement Employee Wellness Program Mileage Reimbursement Medical, Dental, and Vision Coverage Matched 401(k) Retirement Savings Program Flexible Spending Plans/Health Savings Account Life Insurance Short and Long-Term Disability Career development and learning opportunities Reliance Bank is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. Full Job Description: General Responsibilities The Commercial Credit Specialist supports commercial lenders in shepherding loan requests through the approval process; has primary responsibility for drafting loan proposals for presentation to the approving authority; assists lenders in developing new commercial banking relationships and managing and expanding existing ones; assists with research and preparation for prospect calls; prepares annual risk rating assessments where required; maintain knowledge of and adherence to Bank lending policies and procedures. Essential Duties Credit Support and Underwriting: Partner with assigned lender(s) to provide a high-quality customer experience during the credit delivery process through underwriting and processing of new loan requests, modifications, and renewals of existing term loans and lines of credit. Facilitate pre-screen evaluations and early conceptual conversations with DCB and DOC on incoming requests to maximize responsiveness, process efficiency and deal with rates. Maintains a thorough working knowledge and understanding of commercial credit policies and procedures. Responsible for underwriting all credit requests with independent analysis to identify risk and recommend appropriate mitigation. Ensure request packages are complete, accurate, transparent, and well-documented. Builds and maintains trusting relationships with lenders and credit personnel, especially with approval authorities. Encourages productive discussions of credit opportunities that fall within the Bank's credit risk appetite (and diplomatically discourage opportunities that do not). Ensure compliance with all applicable banking laws and regulations, paying particular attention to those concerning commercial lending. Support Lender Sales and Calling Plan Execution: Supports assigned lender(s) in developing, maintaining, and executing a realistic plan to meet loan & deposits growth and other revenue targets for the year. Uncovers opportunities to consult with prospects and customers through the review of personal financial and other financial statements and internal Bank reports. Assists assigned lender(s) with pre-call preparations, including prospect identification, industry research, and competitor analysis. Ensures commercial banking relationships are fully developed, including deposit and cash management products. Portfolio Management: Plans and leads regular meetings with assigned lender(s) and Business Support Specialist(s). Discuss prioritization strategy around new loan requests, line of credit renewals, annual risk rating assessments, and past dues. Utilize the meetings to uncover opportunities to consultatively meet client credit, deposit and cash management needs. Works closely with assigned lender(s) to ensure proactive renewal of maturing loans and lines of credit coming up for renewal. Working with the Business Support Specialist(s), execute on timely collection of current and adequate financial information, consistent with loan agreement requirements, and maintains accountability and integrity for data accuracy in ClearTouch. Takes the lead role within the team for clearly communicating tasks and holding each person accountable for assigned tasks. Other duties: Serves as a member of the bank's Loan Review Committee. Achieves goals assigned to the Commercial Credit Specialist as part of the assigned department's annual operating plan. Coordinates specific work tasks with other team members within the department as well as with other departments in order to insure the smooth and efficient flow of information. Complies with established operating policies and procedures in order to maintain adequate controls and to support the Bank's adherence to outside regulatory requirements. Communicates with management and team in order to integrate goals and activities. Responds to inquiries relating to his/her particular area, or to requests from other bank personnel, customers, etc. within given time frames and within established policy. Maintains appropriate records and provides assigned reports. Abides by the current laws and organizational policies and procedures designed and implemented to promote an environment which is free of sexual harassment and other forms of illegal discriminatory behavior in the workplace. Cooperates with, participates in, and supports adherence to all internal policies, procedures, and practices in support of risk management and overall safety and soundness and the Bank's compliance with all regulatory requirements, e.g. Community Reinvestment Act (CRA), Equal Credit Opportunity Act, etc.; insures that the department and all personnel adhere to the same. Properly handles confidential information for all internal and external customers. Adheres and upholds all of the Bank's policies and procedures in regard to physical and information security . click apply for full job details
09/03/2025
Full time
Description: Find the workplace you've been looking for join our Reliance Bank team! We're currently seeking an experienced Commercial Credit Specialist (Credit Analyst) to join our team. This is a full-time, on-site position and may be based at either our North Atherton Office in State College, PA, or our Corporate Office in Altoona, PA. Office location is flexible and will be based on selected candidate's preferences. Job Requirements: Education/Training: Bachelor's Degree in a business-related field of study is required; specialized financial analysis training preferred. Experience: A minimum of five (5) year's experience working in a commercial credit analysis position is normally required. As a Commercial Credit Specialist, you'll get to: Work in a diverse role that encompasses the areas of credit support, underwriting, sales support and loan portfolio management. Maintain a thorough working knowledge and understanding of all commercial credit policies and procedures. Underwrite all commercial credit requests with independent analysis to identify risk and recommend appropriate mitigation. Ensure request packages are complete, accurate, transparent and well-documented. Support our commercial lenders in developing, maintaining, and executing plans to meet loan and deposit growth and other revenue targets for the year. Help prepare for prospect calls through research and other related activities. Uncover opportunities to consult with prospects and customers through the review of personal financial and other financial statements and internal bank reports. Ensure that our commercial banking relationships are fully developed and include all support services available to our commercial customers. Collaborate with Commercial Lenders and Commercial Support Specialists regarding current and new loans, addressing any areas of need. Plan and lead regular meetings with assigned lender(s) and Commercial Support Specialist(s). Discuss prioritization strategy around new loan requests, line of credit renewals, annual risk rating assessments, and past dues. Utilize the meetings to uncover opportunities to consultatively meet client credit, deposit, and cash management needs. A complete job description is included further down on this page. To view the complete job description, please scroll down. Other requirements: Passion for problem-solving and working with people Ability to work effectively in a fast-paced, highly collaborative work environment. Moderate PC skills including familiarity with Microsoft Word and Excel Ability to communicate ideas clearly, accurately and professionally so that others may understand Proficient ability to review, analyze and interpret financial statements Valid Driver's License Working Conditions and Physical Demands: Work is normally performed in a typical interior/office environment. This position requires the ability to remain in a stationary position for the majority of the day, with occasional need to move about the immediate workspace or to other areas of the department/building to accomplish tasks. Constant use of repeated motions involving the hands, wrists and fingers is required, as well as an ability to observe details at close range throughout the day. Occasional need to move or adjust items of up to 10 pounds in weight. Benefits for the Commercial Credit Specialist Role: We offer a welcoming workplace emphasizing our Core Values of Integrity, Team , Relationships , Community and Growth. Additionally, Reliance Bank is proud to offer a comprehensive benefits package which includes: Annual Bonus Program 11 Paid Holidays Annual Paid Time Off (PTO) Allotment Gym Membership Reimbursement Employee Wellness Program Mileage Reimbursement Medical, Dental, and Vision Coverage Matched 401(k) Retirement Savings Program Flexible Spending Plans/Health Savings Account Life Insurance Short and Long-Term Disability Career development and learning opportunities Reliance Bank is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. Full Job Description: General Responsibilities The Commercial Credit Specialist supports commercial lenders in shepherding loan requests through the approval process; has primary responsibility for drafting loan proposals for presentation to the approving authority; assists lenders in developing new commercial banking relationships and managing and expanding existing ones; assists with research and preparation for prospect calls; prepares annual risk rating assessments where required; maintain knowledge of and adherence to Bank lending policies and procedures. Essential Duties Credit Support and Underwriting: Partner with assigned lender(s) to provide a high-quality customer experience during the credit delivery process through underwriting and processing of new loan requests, modifications, and renewals of existing term loans and lines of credit. Facilitate pre-screen evaluations and early conceptual conversations with DCB and DOC on incoming requests to maximize responsiveness, process efficiency and deal with rates. Maintains a thorough working knowledge and understanding of commercial credit policies and procedures. Responsible for underwriting all credit requests with independent analysis to identify risk and recommend appropriate mitigation. Ensure request packages are complete, accurate, transparent, and well-documented. Builds and maintains trusting relationships with lenders and credit personnel, especially with approval authorities. Encourages productive discussions of credit opportunities that fall within the Bank's credit risk appetite (and diplomatically discourage opportunities that do not). Ensure compliance with all applicable banking laws and regulations, paying particular attention to those concerning commercial lending. Support Lender Sales and Calling Plan Execution: Supports assigned lender(s) in developing, maintaining, and executing a realistic plan to meet loan & deposits growth and other revenue targets for the year. Uncovers opportunities to consult with prospects and customers through the review of personal financial and other financial statements and internal Bank reports. Assists assigned lender(s) with pre-call preparations, including prospect identification, industry research, and competitor analysis. Ensures commercial banking relationships are fully developed, including deposit and cash management products. Portfolio Management: Plans and leads regular meetings with assigned lender(s) and Business Support Specialist(s). Discuss prioritization strategy around new loan requests, line of credit renewals, annual risk rating assessments, and past dues. Utilize the meetings to uncover opportunities to consultatively meet client credit, deposit and cash management needs. Works closely with assigned lender(s) to ensure proactive renewal of maturing loans and lines of credit coming up for renewal. Working with the Business Support Specialist(s), execute on timely collection of current and adequate financial information, consistent with loan agreement requirements, and maintains accountability and integrity for data accuracy in ClearTouch. Takes the lead role within the team for clearly communicating tasks and holding each person accountable for assigned tasks. Other duties: Serves as a member of the bank's Loan Review Committee. Achieves goals assigned to the Commercial Credit Specialist as part of the assigned department's annual operating plan. Coordinates specific work tasks with other team members within the department as well as with other departments in order to insure the smooth and efficient flow of information. Complies with established operating policies and procedures in order to maintain adequate controls and to support the Bank's adherence to outside regulatory requirements. Communicates with management and team in order to integrate goals and activities. Responds to inquiries relating to his/her particular area, or to requests from other bank personnel, customers, etc. within given time frames and within established policy. Maintains appropriate records and provides assigned reports. Abides by the current laws and organizational policies and procedures designed and implemented to promote an environment which is free of sexual harassment and other forms of illegal discriminatory behavior in the workplace. Cooperates with, participates in, and supports adherence to all internal policies, procedures, and practices in support of risk management and overall safety and soundness and the Bank's compliance with all regulatory requirements, e.g. Community Reinvestment Act (CRA), Equal Credit Opportunity Act, etc.; insures that the department and all personnel adhere to the same. Properly handles confidential information for all internal and external customers. Adheres and upholds all of the Bank's policies and procedures in regard to physical and information security . click apply for full job details
Description: Find the workplace you've been looking for join our Reliance Bank team! We're currently seeking an experienced Commercial Credit Specialist (Credit Analyst) to join our team. This is a full-time, on-site position and may be based at either our Corporate Office in Altoona, PA, or our North Atherton Office in State College, PA. Office location is flexible and will be based on selected candidate's preferences. Job Requirements: Education/Training: Bachelor's Degree in a business-related field of study is required; specialized financial analysis training preferred. Experience: A minimum of five (5) year's experience working in a commercial credit analysis position is normally required. As a Commercial Credit Specialist, you'll get to: Work in a diverse role that encompasses the areas of credit support, underwriting, sales support and loan portfolio management. Maintain a thorough working knowledge and understanding of all commercial credit policies and procedures. Underwrite all commercial credit requests with independent analysis to identify risk and recommend appropriate mitigation. Ensure request packages are complete, accurate, transparent and well-documented. Support our commercial lenders in developing, maintaining, and executing plans to meet loan and deposit growth and other revenue targets for the year. Help prepare for prospect calls through research and other related activities. Uncover opportunities to consult with prospects and customers through the review of personal financial and other financial statements and internal bank reports. Ensure that our commercial banking relationships are fully developed and include all support services available to our commercial customers. Collaborate with Commercial Lenders and Commercial Support Specialists regarding current and new loans, addressing any areas of need. Plan and lead regular meetings with assigned lender(s) and Commercial Support Specialist(s). Discuss prioritization strategy around new loan requests, line of credit renewals, annual risk rating assessments, and past dues. Utilize the meetings to uncover opportunities to consultatively meet client credit, deposit, and cash management needs. A complete job description is included further down on this page. To view the complete job description, please scroll down. Other requirements: Passion for problem-solving and working with people Ability to work effectively in a fast-paced, highly collaborative work environment. Moderate PC skills including familiarity with Microsoft Word and Excel Ability to communicate ideas clearly, accurately and professionally so that others may understand Proficient ability to review, analyze and interpret financial statements Valid Driver's License Working Conditions and Physical Demands: Work is normally performed in a typical interior/office environment. This position requires the ability to remain in a stationary position for the majority of the day, with occasional need to move about the immediate workspace or to other areas of the department/building to accomplish tasks. Constant use of repeated motions involving the hands, wrists and fingers is required, as well as an ability to observe details at close range throughout the day. Occasional need to move or adjust items of up to 10 pounds in weight. Benefits for the Commercial Credit Specialist Role: We offer a welcoming workplace emphasizing our Core Values of Integrity, Team , Relationships , Community and Growth. Additionally, Reliance Bank is proud to offer a comprehensive benefits package which includes: Annual Bonus Program 11 Paid Holidays Annual Paid Time Off (PTO) Allotment Gym Membership Reimbursement Employee Wellness Program Mileage Reimbursement Medical, Dental, and Vision Coverage Matched 401(k) Retirement Savings Program Flexible Spending Plans/Health Savings Account Life Insurance Short and Long-Term Disability Career development and learning opportunities Reliance Bank is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. Full Job Description: General Responsibilities The Commercial Credit Specialist supports commercial lenders in shepherding loan requests through the approval process; has primary responsibility for drafting loan proposals for presentation to the approving authority; assists lenders in developing new commercial banking relationships and managing and expanding existing ones; assists with research and preparation for prospect calls; prepares annual risk rating assessments where required; maintain knowledge of and adherence to Bank lending policies and procedures. Essential Duties Credit Support and Underwriting: Partner with assigned lender(s) to provide a high-quality customer experience during the credit delivery process through underwriting and processing of new loan requests, modifications, and renewals of existing term loans and lines of credit. Facilitate pre-screen evaluations and early conceptual conversations with DCB and DOC on incoming requests to maximize responsiveness, process efficiency and deal with rates. Maintains a thorough working knowledge and understanding of commercial credit policies and procedures. Responsible for underwriting all credit requests with independent analysis to identify risk and recommend appropriate mitigation. Ensure request packages are complete, accurate, transparent, and well-documented. Builds and maintains trusting relationships with lenders and credit personnel, especially with approval authorities. Encourages productive discussions of credit opportunities that fall within the Bank's credit risk appetite (and diplomatically discourage opportunities that do not). Ensure compliance with all applicable banking laws and regulations, paying particular attention to those concerning commercial lending. Support Lender Sales and Calling Plan Execution: Supports assigned lender(s) in developing, maintaining, and executing a realistic plan to meet loan & deposits growth and other revenue targets for the year. Uncovers opportunities to consult with prospects and customers through the review of personal financial and other financial statements and internal Bank reports. Assists assigned lender(s) with pre-call preparations, including prospect identification, industry research, and competitor analysis. Ensures commercial banking relationships are fully developed, including deposit and cash management products. Portfolio Management: Plans and leads regular meetings with assigned lender(s) and Business Support Specialist(s). Discuss prioritization strategy around new loan requests, line of credit renewals, annual risk rating assessments, and past dues. Utilize the meetings to uncover opportunities to consultatively meet client credit, deposit and cash management needs. Works closely with assigned lender(s) to ensure proactive renewal of maturing loans and lines of credit coming up for renewal. Working with the Business Support Specialist(s), execute on timely collection of current and adequate financial information, consistent with loan agreement requirements, and maintains accountability and integrity for data accuracy in ClearTouch. Takes the lead role within the team for clearly communicating tasks and holding each person accountable for assigned tasks. Other duties: Serves as a member of the bank's Loan Review Committee. Achieves goals assigned to the Commercial Credit Specialist as part of the assigned department's annual operating plan. Coordinates specific work tasks with other team members within the department as well as with other departments in order to insure the smooth and efficient flow of information. Complies with established operating policies and procedures in order to maintain adequate controls and to support the Bank's adherence to outside regulatory requirements. Communicates with management and team in order to integrate goals and activities. Responds to inquiries relating to his/her particular area, or to requests from other bank personnel, customers, etc. within given time frames and within established policy. Maintains appropriate records and provides assigned reports. Abides by the current laws and organizational policies and procedures designed and implemented to promote an environment which is free of sexual harassment and other forms of illegal discriminatory behavior in the workplace. Cooperates with, participates in, and supports adherence to all internal policies, procedures, and practices in support of risk management and overall safety and soundness and the Bank's compliance with all regulatory requirements, e.g. Community Reinvestment Act (CRA), Equal Credit Opportunity Act, etc.; insures that the department and all personnel adhere to the same. Properly handles confidential information for all internal and external customers. Adheres and upholds all of the Bank's policies and procedures in regard to physical and information security . click apply for full job details
09/03/2025
Full time
Description: Find the workplace you've been looking for join our Reliance Bank team! We're currently seeking an experienced Commercial Credit Specialist (Credit Analyst) to join our team. This is a full-time, on-site position and may be based at either our Corporate Office in Altoona, PA, or our North Atherton Office in State College, PA. Office location is flexible and will be based on selected candidate's preferences. Job Requirements: Education/Training: Bachelor's Degree in a business-related field of study is required; specialized financial analysis training preferred. Experience: A minimum of five (5) year's experience working in a commercial credit analysis position is normally required. As a Commercial Credit Specialist, you'll get to: Work in a diverse role that encompasses the areas of credit support, underwriting, sales support and loan portfolio management. Maintain a thorough working knowledge and understanding of all commercial credit policies and procedures. Underwrite all commercial credit requests with independent analysis to identify risk and recommend appropriate mitigation. Ensure request packages are complete, accurate, transparent and well-documented. Support our commercial lenders in developing, maintaining, and executing plans to meet loan and deposit growth and other revenue targets for the year. Help prepare for prospect calls through research and other related activities. Uncover opportunities to consult with prospects and customers through the review of personal financial and other financial statements and internal bank reports. Ensure that our commercial banking relationships are fully developed and include all support services available to our commercial customers. Collaborate with Commercial Lenders and Commercial Support Specialists regarding current and new loans, addressing any areas of need. Plan and lead regular meetings with assigned lender(s) and Commercial Support Specialist(s). Discuss prioritization strategy around new loan requests, line of credit renewals, annual risk rating assessments, and past dues. Utilize the meetings to uncover opportunities to consultatively meet client credit, deposit, and cash management needs. A complete job description is included further down on this page. To view the complete job description, please scroll down. Other requirements: Passion for problem-solving and working with people Ability to work effectively in a fast-paced, highly collaborative work environment. Moderate PC skills including familiarity with Microsoft Word and Excel Ability to communicate ideas clearly, accurately and professionally so that others may understand Proficient ability to review, analyze and interpret financial statements Valid Driver's License Working Conditions and Physical Demands: Work is normally performed in a typical interior/office environment. This position requires the ability to remain in a stationary position for the majority of the day, with occasional need to move about the immediate workspace or to other areas of the department/building to accomplish tasks. Constant use of repeated motions involving the hands, wrists and fingers is required, as well as an ability to observe details at close range throughout the day. Occasional need to move or adjust items of up to 10 pounds in weight. Benefits for the Commercial Credit Specialist Role: We offer a welcoming workplace emphasizing our Core Values of Integrity, Team , Relationships , Community and Growth. Additionally, Reliance Bank is proud to offer a comprehensive benefits package which includes: Annual Bonus Program 11 Paid Holidays Annual Paid Time Off (PTO) Allotment Gym Membership Reimbursement Employee Wellness Program Mileage Reimbursement Medical, Dental, and Vision Coverage Matched 401(k) Retirement Savings Program Flexible Spending Plans/Health Savings Account Life Insurance Short and Long-Term Disability Career development and learning opportunities Reliance Bank is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. Full Job Description: General Responsibilities The Commercial Credit Specialist supports commercial lenders in shepherding loan requests through the approval process; has primary responsibility for drafting loan proposals for presentation to the approving authority; assists lenders in developing new commercial banking relationships and managing and expanding existing ones; assists with research and preparation for prospect calls; prepares annual risk rating assessments where required; maintain knowledge of and adherence to Bank lending policies and procedures. Essential Duties Credit Support and Underwriting: Partner with assigned lender(s) to provide a high-quality customer experience during the credit delivery process through underwriting and processing of new loan requests, modifications, and renewals of existing term loans and lines of credit. Facilitate pre-screen evaluations and early conceptual conversations with DCB and DOC on incoming requests to maximize responsiveness, process efficiency and deal with rates. Maintains a thorough working knowledge and understanding of commercial credit policies and procedures. Responsible for underwriting all credit requests with independent analysis to identify risk and recommend appropriate mitigation. Ensure request packages are complete, accurate, transparent, and well-documented. Builds and maintains trusting relationships with lenders and credit personnel, especially with approval authorities. Encourages productive discussions of credit opportunities that fall within the Bank's credit risk appetite (and diplomatically discourage opportunities that do not). Ensure compliance with all applicable banking laws and regulations, paying particular attention to those concerning commercial lending. Support Lender Sales and Calling Plan Execution: Supports assigned lender(s) in developing, maintaining, and executing a realistic plan to meet loan & deposits growth and other revenue targets for the year. Uncovers opportunities to consult with prospects and customers through the review of personal financial and other financial statements and internal Bank reports. Assists assigned lender(s) with pre-call preparations, including prospect identification, industry research, and competitor analysis. Ensures commercial banking relationships are fully developed, including deposit and cash management products. Portfolio Management: Plans and leads regular meetings with assigned lender(s) and Business Support Specialist(s). Discuss prioritization strategy around new loan requests, line of credit renewals, annual risk rating assessments, and past dues. Utilize the meetings to uncover opportunities to consultatively meet client credit, deposit and cash management needs. Works closely with assigned lender(s) to ensure proactive renewal of maturing loans and lines of credit coming up for renewal. Working with the Business Support Specialist(s), execute on timely collection of current and adequate financial information, consistent with loan agreement requirements, and maintains accountability and integrity for data accuracy in ClearTouch. Takes the lead role within the team for clearly communicating tasks and holding each person accountable for assigned tasks. Other duties: Serves as a member of the bank's Loan Review Committee. Achieves goals assigned to the Commercial Credit Specialist as part of the assigned department's annual operating plan. Coordinates specific work tasks with other team members within the department as well as with other departments in order to insure the smooth and efficient flow of information. Complies with established operating policies and procedures in order to maintain adequate controls and to support the Bank's adherence to outside regulatory requirements. Communicates with management and team in order to integrate goals and activities. Responds to inquiries relating to his/her particular area, or to requests from other bank personnel, customers, etc. within given time frames and within established policy. Maintains appropriate records and provides assigned reports. Abides by the current laws and organizational policies and procedures designed and implemented to promote an environment which is free of sexual harassment and other forms of illegal discriminatory behavior in the workplace. Cooperates with, participates in, and supports adherence to all internal policies, procedures, and practices in support of risk management and overall safety and soundness and the Bank's compliance with all regulatory requirements, e.g. Community Reinvestment Act (CRA), Equal Credit Opportunity Act, etc.; insures that the department and all personnel adhere to the same. Properly handles confidential information for all internal and external customers. Adheres and upholds all of the Bank's policies and procedures in regard to physical and information security . click apply for full job details
Aramco energizes the world economy. Aramco occupies a special position in the global energy industry. We are one of the world's largest producers of hydrocarbon energy and chemicals, with among the lowest Upstream carbon intensities of any major producer. With our significant investment in technology and infrastructure, we strive to maximize the value of the energy we produce for the world along with a commitment to enhance Aramco's value to society. Headquartered in the Kingdom of Saudi Arabia, and with offices around the world, we combine market discipline with a generations' spanning view of the future, born of our nine decades experience as responsible stewards of the Kingdom's vast hydrocarbon resources. This responsibility has driven us to deliver significant societal and economic benefits to not just the Kingdom, but also to a vast number of communities, economies, and countries that rely on the vital and reliable energy that we supply. We are one of the most profitable companies in the world, as well as amongst the top five global companies by market capitalization. Overview We are seeking a Affiliate Financial Advisor to join our Western Region Fuels Department. The Western Region Fuels Department is responsible for managing a diverse portfolio of Downstream Joint Ventures. The department is integral to supporting Aramco's downstream growth ambitions, ensuring commercial alignment with strategic partners, and safeguarding value creation through disciplined financial oversight and operational excellence of the joint venture portfolio. Your primary role is to lead the management, development, execution, and performance optimization of high-value downstream joint ventures. The ideal candidate will be skilled in profitability improvement, cost optimization, and value realization with strong record of working with joint venture partnerships in the energy industry. Key Responsibilities As the successful candidate you will be required to perform the following: Portfolio Management & Governance Manage and monitor assigned Joint Ventures, ensuring alignment with Aramco's investment strategy and financial objectives. Represent Aramco in JV Board, Shareholder, and Steering Committee forums. Ensure alignment of JV strategy and performance with Aramco's business plans and shareholder interests. Financial Management & Performance Monitoring Lead financial modeling and scenario analysis for transactions and ongoing JV evaluations. Oversee JV financial performance, capital expenditures, and budget alignment. Conduct commercial and financial benchmarking to identify value capture opportunities. Joint Venture Structuring & Transactions Identify and assess JV growth opportunities aligned with Aramco's downstream strategy. Facilitate transaction execution including commercial due diligence, business case development, valuation modeling, and partner negotiations alongside cross functional teams. Draft and negotiate commercial terms of Shareholder Agreements, Offtake, Feedstock, and Services Agreements in collaboration with legal and technical teams. Stakeholder Engagement & Talent Development Build and sustain strong relationships with internally and externally (JV Partners and Management). Mentor junior professionals and analysts within the WRFD department, helping develop Aramco's next generation of affiliate management talent. Contribute to internal knowledge management and process improvement initiatives. Minimum Requirements As the successful candidate you will hold a Bachelor's degree in Engineering, Accounting, Economics, Business, or Finance from a recognized and approved international program and a Master's degree in Business/Finance/Management. Additionally, a financial certification (CFA/CMA/CPA) is preferred. You will have a minimum of 10 years of experience in Downstream Oil & Gas, including at least 5 years in commercial strategy, Joint venture management, or M&A. You will have Strong Portfolio Management skills, demonstrated in previous roles, extensive experience in financial valuation, modeling, due diligence, commercial negotiations and transaction execution. You will have a Deep understanding of shareholder agreements and governance structures. You will be able to demonstrate your ability to lead negotiations, influence senior stakeholders, and navigate complex joint venture dynamics. You will have an adequate understanding of financial analysis of companies and valuation methodologies; commercial principals of a transaction; and different transaction structures. You will be able to demonstrate experience in developing junior staff and creating a high-performance, knowledge-sharing culture. Job Posts Duration Job posting start date: 07/03/2025 Job posting end date: 12/31/2025 Working environment Our high-performing employees are drawn by the challenging and rewarding professional, technical and industrial opportunities we offer, and are remunerated accordingly. At Aramco, our people work on truly world-scale projects, supported by investment in capital and technology that is second to none. And because, as a global energy company, we are faced with addressing some of the world's biggest technical, logistical and environmental challenges, we invest heavily in talent development. We have a proud history of educating and training our workforce over many decades. Employees at all levels are encouraged to improve their sector-specific knowledge and competencies through our workforce development programs - one of the largest in the world.
09/03/2025
Full time
Aramco energizes the world economy. Aramco occupies a special position in the global energy industry. We are one of the world's largest producers of hydrocarbon energy and chemicals, with among the lowest Upstream carbon intensities of any major producer. With our significant investment in technology and infrastructure, we strive to maximize the value of the energy we produce for the world along with a commitment to enhance Aramco's value to society. Headquartered in the Kingdom of Saudi Arabia, and with offices around the world, we combine market discipline with a generations' spanning view of the future, born of our nine decades experience as responsible stewards of the Kingdom's vast hydrocarbon resources. This responsibility has driven us to deliver significant societal and economic benefits to not just the Kingdom, but also to a vast number of communities, economies, and countries that rely on the vital and reliable energy that we supply. We are one of the most profitable companies in the world, as well as amongst the top five global companies by market capitalization. Overview We are seeking a Affiliate Financial Advisor to join our Western Region Fuels Department. The Western Region Fuels Department is responsible for managing a diverse portfolio of Downstream Joint Ventures. The department is integral to supporting Aramco's downstream growth ambitions, ensuring commercial alignment with strategic partners, and safeguarding value creation through disciplined financial oversight and operational excellence of the joint venture portfolio. Your primary role is to lead the management, development, execution, and performance optimization of high-value downstream joint ventures. The ideal candidate will be skilled in profitability improvement, cost optimization, and value realization with strong record of working with joint venture partnerships in the energy industry. Key Responsibilities As the successful candidate you will be required to perform the following: Portfolio Management & Governance Manage and monitor assigned Joint Ventures, ensuring alignment with Aramco's investment strategy and financial objectives. Represent Aramco in JV Board, Shareholder, and Steering Committee forums. Ensure alignment of JV strategy and performance with Aramco's business plans and shareholder interests. Financial Management & Performance Monitoring Lead financial modeling and scenario analysis for transactions and ongoing JV evaluations. Oversee JV financial performance, capital expenditures, and budget alignment. Conduct commercial and financial benchmarking to identify value capture opportunities. Joint Venture Structuring & Transactions Identify and assess JV growth opportunities aligned with Aramco's downstream strategy. Facilitate transaction execution including commercial due diligence, business case development, valuation modeling, and partner negotiations alongside cross functional teams. Draft and negotiate commercial terms of Shareholder Agreements, Offtake, Feedstock, and Services Agreements in collaboration with legal and technical teams. Stakeholder Engagement & Talent Development Build and sustain strong relationships with internally and externally (JV Partners and Management). Mentor junior professionals and analysts within the WRFD department, helping develop Aramco's next generation of affiliate management talent. Contribute to internal knowledge management and process improvement initiatives. Minimum Requirements As the successful candidate you will hold a Bachelor's degree in Engineering, Accounting, Economics, Business, or Finance from a recognized and approved international program and a Master's degree in Business/Finance/Management. Additionally, a financial certification (CFA/CMA/CPA) is preferred. You will have a minimum of 10 years of experience in Downstream Oil & Gas, including at least 5 years in commercial strategy, Joint venture management, or M&A. You will have Strong Portfolio Management skills, demonstrated in previous roles, extensive experience in financial valuation, modeling, due diligence, commercial negotiations and transaction execution. You will have a Deep understanding of shareholder agreements and governance structures. You will be able to demonstrate your ability to lead negotiations, influence senior stakeholders, and navigate complex joint venture dynamics. You will have an adequate understanding of financial analysis of companies and valuation methodologies; commercial principals of a transaction; and different transaction structures. You will be able to demonstrate experience in developing junior staff and creating a high-performance, knowledge-sharing culture. Job Posts Duration Job posting start date: 07/03/2025 Job posting end date: 12/31/2025 Working environment Our high-performing employees are drawn by the challenging and rewarding professional, technical and industrial opportunities we offer, and are remunerated accordingly. At Aramco, our people work on truly world-scale projects, supported by investment in capital and technology that is second to none. And because, as a global energy company, we are faced with addressing some of the world's biggest technical, logistical and environmental challenges, we invest heavily in talent development. We have a proud history of educating and training our workforce over many decades. Employees at all levels are encouraged to improve their sector-specific knowledge and competencies through our workforce development programs - one of the largest in the world.
Aramco energizes the world economy. Aramco occupies a special position in the global energy industry. We are one of the world's largest producers of hydrocarbon energy and chemicals, with among the lowest Upstream carbon intensities of any major producer. With our significant investment in technology and infrastructure, we strive to maximize the value of the energy we produce for the world along with a commitment to enhance Aramco's value to society. Headquartered in the Kingdom of Saudi Arabia, and with offices around the world, we combine market discipline with a generations' spanning view of the future, born of our nine decades experience as responsible stewards of the Kingdom's vast hydrocarbon resources. This responsibility has driven us to deliver significant societal and economic benefits to not just the Kingdom, but also to a vast number of communities, economies, and countries that rely on the vital and reliable energy that we supply. We are one of the most profitable companies in the world, as well as amongst the top five global companies by market capitalization. Overview We are seeking a Affiliate Financial Advisor to join our Western Region Fuels Department. The Western Region Fuels Department is responsible for managing a diverse portfolio of Downstream Joint Ventures. The department is integral to supporting Aramco's downstream growth ambitions, ensuring commercial alignment with strategic partners, and safeguarding value creation through disciplined financial oversight and operational excellence of the joint venture portfolio. Your primary role is to lead the management, development, execution, and performance optimization of high-value downstream joint ventures. The ideal candidate will be skilled in profitability improvement, cost optimization, and value realization with strong record of working with joint venture partnerships in the energy industry. Key Responsibilities As the successful candidate you will be required to perform the following: Portfolio Management & Governance Manage and monitor assigned Joint Ventures, ensuring alignment with Aramco's investment strategy and financial objectives. Represent Aramco in JV Board, Shareholder, and Steering Committee forums. Ensure alignment of JV strategy and performance with Aramco's business plans and shareholder interests. Financial Management & Performance Monitoring Lead financial modeling and scenario analysis for transactions and ongoing JV evaluations. Oversee JV financial performance, capital expenditures, and budget alignment. Conduct commercial and financial benchmarking to identify value capture opportunities. Joint Venture Structuring & Transactions Identify and assess JV growth opportunities aligned with Aramco's downstream strategy. Facilitate transaction execution including commercial due diligence, business case development, valuation modeling, and partner negotiations alongside cross functional teams. Draft and negotiate commercial terms of Shareholder Agreements, Offtake, Feedstock, and Services Agreements in collaboration with legal and technical teams. Stakeholder Engagement & Talent Development Build and sustain strong relationships with internally and externally (JV Partners and Management). Mentor junior professionals and analysts within the WRFD department, helping develop Aramco's next generation of affiliate management talent. Contribute to internal knowledge management and process improvement initiatives. Minimum Requirements As the successful candidate you will hold a Bachelor's degree in Engineering, Accounting, Economics, Business, or Finance from a recognized and approved international program and a Master's degree in Business/Finance/Management. Additionally, a financial certification (CFA/CMA/CPA) is preferred. You will have a minimum of 10 years of experience in Downstream Oil & Gas, including at least 5 years in commercial strategy, Joint venture management, or M&A. You will have Strong Portfolio Management skills, demonstrated in previous roles, extensive experience in financial valuation, modeling, due diligence, commercial negotiations and transaction execution. You will have a Deep understanding of shareholder agreements and governance structures. You will be able to demonstrate your ability to lead negotiations, influence senior stakeholders, and navigate complex joint venture dynamics. You will have an adequate understanding of financial analysis of companies and valuation methodologies; commercial principals of a transaction; and different transaction structures. You will be able to demonstrate experience in developing junior staff and creating a high-performance, knowledge-sharing culture. Job Posts Duration Job posting start date: 07/03/2025 Job posting end date: 12/31/2025 Working environment Our high-performing employees are drawn by the challenging and rewarding professional, technical and industrial opportunities we offer, and are remunerated accordingly. At Aramco, our people work on truly world-scale projects, supported by investment in capital and technology that is second to none. And because, as a global energy company, we are faced with addressing some of the world's biggest technical, logistical and environmental challenges, we invest heavily in talent development. We have a proud history of educating and training our workforce over many decades. Employees at all levels are encouraged to improve their sector-specific knowledge and competencies through our workforce development programs - one of the largest in the world.
09/03/2025
Full time
Aramco energizes the world economy. Aramco occupies a special position in the global energy industry. We are one of the world's largest producers of hydrocarbon energy and chemicals, with among the lowest Upstream carbon intensities of any major producer. With our significant investment in technology and infrastructure, we strive to maximize the value of the energy we produce for the world along with a commitment to enhance Aramco's value to society. Headquartered in the Kingdom of Saudi Arabia, and with offices around the world, we combine market discipline with a generations' spanning view of the future, born of our nine decades experience as responsible stewards of the Kingdom's vast hydrocarbon resources. This responsibility has driven us to deliver significant societal and economic benefits to not just the Kingdom, but also to a vast number of communities, economies, and countries that rely on the vital and reliable energy that we supply. We are one of the most profitable companies in the world, as well as amongst the top five global companies by market capitalization. Overview We are seeking a Affiliate Financial Advisor to join our Western Region Fuels Department. The Western Region Fuels Department is responsible for managing a diverse portfolio of Downstream Joint Ventures. The department is integral to supporting Aramco's downstream growth ambitions, ensuring commercial alignment with strategic partners, and safeguarding value creation through disciplined financial oversight and operational excellence of the joint venture portfolio. Your primary role is to lead the management, development, execution, and performance optimization of high-value downstream joint ventures. The ideal candidate will be skilled in profitability improvement, cost optimization, and value realization with strong record of working with joint venture partnerships in the energy industry. Key Responsibilities As the successful candidate you will be required to perform the following: Portfolio Management & Governance Manage and monitor assigned Joint Ventures, ensuring alignment with Aramco's investment strategy and financial objectives. Represent Aramco in JV Board, Shareholder, and Steering Committee forums. Ensure alignment of JV strategy and performance with Aramco's business plans and shareholder interests. Financial Management & Performance Monitoring Lead financial modeling and scenario analysis for transactions and ongoing JV evaluations. Oversee JV financial performance, capital expenditures, and budget alignment. Conduct commercial and financial benchmarking to identify value capture opportunities. Joint Venture Structuring & Transactions Identify and assess JV growth opportunities aligned with Aramco's downstream strategy. Facilitate transaction execution including commercial due diligence, business case development, valuation modeling, and partner negotiations alongside cross functional teams. Draft and negotiate commercial terms of Shareholder Agreements, Offtake, Feedstock, and Services Agreements in collaboration with legal and technical teams. Stakeholder Engagement & Talent Development Build and sustain strong relationships with internally and externally (JV Partners and Management). Mentor junior professionals and analysts within the WRFD department, helping develop Aramco's next generation of affiliate management talent. Contribute to internal knowledge management and process improvement initiatives. Minimum Requirements As the successful candidate you will hold a Bachelor's degree in Engineering, Accounting, Economics, Business, or Finance from a recognized and approved international program and a Master's degree in Business/Finance/Management. Additionally, a financial certification (CFA/CMA/CPA) is preferred. You will have a minimum of 10 years of experience in Downstream Oil & Gas, including at least 5 years in commercial strategy, Joint venture management, or M&A. You will have Strong Portfolio Management skills, demonstrated in previous roles, extensive experience in financial valuation, modeling, due diligence, commercial negotiations and transaction execution. You will have a Deep understanding of shareholder agreements and governance structures. You will be able to demonstrate your ability to lead negotiations, influence senior stakeholders, and navigate complex joint venture dynamics. You will have an adequate understanding of financial analysis of companies and valuation methodologies; commercial principals of a transaction; and different transaction structures. You will be able to demonstrate experience in developing junior staff and creating a high-performance, knowledge-sharing culture. Job Posts Duration Job posting start date: 07/03/2025 Job posting end date: 12/31/2025 Working environment Our high-performing employees are drawn by the challenging and rewarding professional, technical and industrial opportunities we offer, and are remunerated accordingly. At Aramco, our people work on truly world-scale projects, supported by investment in capital and technology that is second to none. And because, as a global energy company, we are faced with addressing some of the world's biggest technical, logistical and environmental challenges, we invest heavily in talent development. We have a proud history of educating and training our workforce over many decades. Employees at all levels are encouraged to improve their sector-specific knowledge and competencies through our workforce development programs - one of the largest in the world.
Director - Financial Planning & Analysis (Consumer Cards, Lending, and Payments) Country: United States of America Your Journey Starts Here: Santander is a global leader and innovator in the financial services industry. We believe that our employees are our greatest asset. Our focus is on fostering an enriching journey that empowers you to explore diverse career opportunities while nurturing your personal growth. We are committed to creating an environment where continuous learning and development are prioritized, enabling you to thrive both professionally and personally. Here, you will find ample opportunities to connect and collaborate with talented colleagues from around the world, sharing insights and driving innovation together. Join us at Santander, where you are supported by a culture of engagement and a commitment to your success. An exciting journey awaits, if you are interested in exploring the possibilities We Want to Talk to You! USA Job Function Description: Director will support consumer lending, cards, and payments as part of broader Retail Bank & Transformation team. Develops credit card and consumer lending financial plan and business cases. Generates forecasts and analyzes trends in revenue-generating organizations, finance and other areas of business for financial and strategic planning purposes. Conducts financial and economic analysis and forecasting and evaluates alternate financial plans. Prepares, analyzes, interprets and maintains internal and external information related to economic policy, rates of return, depreciation, investments and operational and financial results. Analyzes profit-and-loss income statements and prepares reports on findings to make budgeting and cost recommendations to management. Essential Functions/Responsibilty Statements: Manages the strategic direction, planning, development and execution of processes and activities in support of the team goals and objectives. Manages the financial system relationships; including the implementation of system changes, new products or services, strategies and automation of processes and acquisitions. Collaborates with vendor representatives on system issues, testing of new enhancements and system interfaces. Create product level profitability model at both customer and portfolio level to support business decisions in consumer lending and payments domains. Evaluates project progress and results to determine improvements in procedures needed to meet ultimate objectives and implement changes. Qualifications: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Education: Bachelor's Degree or equivalent work experience Work Experience: 9+ years; Accounting/financial analysis and planning experience within the financial/banking industry. Skills and Abilities: Proficient in MS Office applications (Excel, Word, Access, PowerPoint) Ability to effectively interact with the market, executive management and vendors. Ability to adapt and adjust to multiple demands and competing priorities. Ability to work effectively across multifunctional teams. Detail oriented with ability to research, organize and analyze financial data. Subject matter expertise in consumer lending, cards, and payments. Proficient in financial modeling, cost benefit analysis, and business case development. Excellent management skills and ability to direct team of analysts. Excellent customer service skills. Excellent verbal and written communication skills. What Else You Need To Know : The base pay range for this position is posted below and represents the annualized salary range. For hourly positions (non-exempt), the annual range is based on a 40-hour work week. The exact compensation may vary based on skills, experience, training, licensure and certifications and location. Base Pay Range Minimum: $120,000.00 USD Maximum: $205,000.00 USD Link to Santander Benefits: Santander Benefits - 2025 Santander OnGoing/NH eGuide () Risk Culture: We embrace a strong risk culture and all of our professionals at all levels are expected to take a proactive and responsible approach toward risk management. EEO Statement: At Santander, we value and respect differences in our workforce. We actively encourage everyone to apply. Santander is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status or any other characteristic protected by law. Working Conditions : Frequent minimal physical effort such as sitting, standing and walking is required for this role. Depending on location, occasional moving and lifting light equipment and/or furniture may be required . Employer Rights: This job description does not list all of the job duties of the job. You may be asked by your supervisors or managers to perform other duties. You may be evaluated in part based upon your performance of the tasks listed in this job description. The employer has the right to revise this job description at any time. This job description is not a contract for employment and either you or the employer may terminate your employment at any time for any reason. What To Do Next : If this sounds like a role you are interested in, then please apply. We are committed to providing an inclusive and accessible application process for all candidates. If you require any assistance or accommodation due to a disability or any other reason, please contact us at to discuss your needs. Primary Location: Boston, MA, Boston Other Locations: Massachusetts-Boston Organization: Santander Bank N.A.
09/02/2025
Full time
Director - Financial Planning & Analysis (Consumer Cards, Lending, and Payments) Country: United States of America Your Journey Starts Here: Santander is a global leader and innovator in the financial services industry. We believe that our employees are our greatest asset. Our focus is on fostering an enriching journey that empowers you to explore diverse career opportunities while nurturing your personal growth. We are committed to creating an environment where continuous learning and development are prioritized, enabling you to thrive both professionally and personally. Here, you will find ample opportunities to connect and collaborate with talented colleagues from around the world, sharing insights and driving innovation together. Join us at Santander, where you are supported by a culture of engagement and a commitment to your success. An exciting journey awaits, if you are interested in exploring the possibilities We Want to Talk to You! USA Job Function Description: Director will support consumer lending, cards, and payments as part of broader Retail Bank & Transformation team. Develops credit card and consumer lending financial plan and business cases. Generates forecasts and analyzes trends in revenue-generating organizations, finance and other areas of business for financial and strategic planning purposes. Conducts financial and economic analysis and forecasting and evaluates alternate financial plans. Prepares, analyzes, interprets and maintains internal and external information related to economic policy, rates of return, depreciation, investments and operational and financial results. Analyzes profit-and-loss income statements and prepares reports on findings to make budgeting and cost recommendations to management. Essential Functions/Responsibilty Statements: Manages the strategic direction, planning, development and execution of processes and activities in support of the team goals and objectives. Manages the financial system relationships; including the implementation of system changes, new products or services, strategies and automation of processes and acquisitions. Collaborates with vendor representatives on system issues, testing of new enhancements and system interfaces. Create product level profitability model at both customer and portfolio level to support business decisions in consumer lending and payments domains. Evaluates project progress and results to determine improvements in procedures needed to meet ultimate objectives and implement changes. Qualifications: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Education: Bachelor's Degree or equivalent work experience Work Experience: 9+ years; Accounting/financial analysis and planning experience within the financial/banking industry. Skills and Abilities: Proficient in MS Office applications (Excel, Word, Access, PowerPoint) Ability to effectively interact with the market, executive management and vendors. Ability to adapt and adjust to multiple demands and competing priorities. Ability to work effectively across multifunctional teams. Detail oriented with ability to research, organize and analyze financial data. Subject matter expertise in consumer lending, cards, and payments. Proficient in financial modeling, cost benefit analysis, and business case development. Excellent management skills and ability to direct team of analysts. Excellent customer service skills. Excellent verbal and written communication skills. What Else You Need To Know : The base pay range for this position is posted below and represents the annualized salary range. For hourly positions (non-exempt), the annual range is based on a 40-hour work week. The exact compensation may vary based on skills, experience, training, licensure and certifications and location. Base Pay Range Minimum: $120,000.00 USD Maximum: $205,000.00 USD Link to Santander Benefits: Santander Benefits - 2025 Santander OnGoing/NH eGuide () Risk Culture: We embrace a strong risk culture and all of our professionals at all levels are expected to take a proactive and responsible approach toward risk management. EEO Statement: At Santander, we value and respect differences in our workforce. We actively encourage everyone to apply. Santander is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status or any other characteristic protected by law. Working Conditions : Frequent minimal physical effort such as sitting, standing and walking is required for this role. Depending on location, occasional moving and lifting light equipment and/or furniture may be required . Employer Rights: This job description does not list all of the job duties of the job. You may be asked by your supervisors or managers to perform other duties. You may be evaluated in part based upon your performance of the tasks listed in this job description. The employer has the right to revise this job description at any time. This job description is not a contract for employment and either you or the employer may terminate your employment at any time for any reason. What To Do Next : If this sounds like a role you are interested in, then please apply. We are committed to providing an inclusive and accessible application process for all candidates. If you require any assistance or accommodation due to a disability or any other reason, please contact us at to discuss your needs. Primary Location: Boston, MA, Boston Other Locations: Massachusetts-Boston Organization: Santander Bank N.A.
About Incline P&C Group Incline P&C Group is privately owned and operated with an exclusive focus on the program insurance market. Incline has a team of over 90 employees; headquartered in Austin, TX . It is our mission to provide the most effective and proficient environment for our partners by actively managing programs with a diligent focus on underwriting, claims, and enterprise risk. Senior Treasury Analyst Exciting opportunity to join Incline Insurance Groups Treasury team! We are seeking a results-oriented, analytical professional to join our Finance and Accounting team as a Senior Treasury Analyst . This high-impact role offers the opportunity to support key financial operations and enhance capital management practices. About Incline P&C Group Incline P&C Group is a privately owned company, backed by private equity and its original founders, with an exclusive focus on the property and casualty program insurance market. The company writes $2 billion in premiums through its A-rated and managed carriers. Incline has a team of over 100 employees headquartered in Austin, Texas. What You'll Do: As the Senior Treasury Analyst , you will support the VP of Treasury and Tax as well as the Treasury Manager, to ensure optimal cash and liquidity management by providing analytical insights, maintaining accurate forecasts, and monitoring the investment portfolio to support financial decision making. The individual will have the opportunity to partner with teams across the organization to ensure accurate inputs to Treasury models and to acquire relevant information for Treasury reporting to senior leaders. Responsibilities Cash Management & Forecasting : Maintain weekly and daily cash positioning, as well as short and long-term cash forecasting to ensure optimal cash utilization. Credit & Compliance Administration : Support the management of credit facilities and ensure compliance with all lender reporting requirements. Debt & Investment Modeling : Maintain debt schedules and develop models to support borrowing needs, repayment strategies, and investment planning. Economic & Investment Research : Monitor economic trends and interest rate environment to support financial planning and risk mitigation strategies. Banking Oversight : Support banking relationships by tracking bank exposure and concentration levels, fees, and performance. Reporting & Analysis : Build dashboards and models to support liquidity planning, funding allocation, and investment decisions. Prepare monthly investment portfolio reports and create metrics and visualizations for senior management. Regulatory Compliance: Monitor statutory NAIC regulations and analyze investments and collateral to ensure compliance with financial regulatory requirements. Assist the Treasury team with the preparation of presentation materials as needed What We're Looking For: We are looking for a Senior Treasury Analyst who thrives in a data-driven environment and can help us plan and manage cash and liquidity more effectively through strong analytical support. The Senior Treasury Analyst will play a key role in supporting cash flow forecasting, cash reporting, and investment analytics. This role is primarily focused on strategic analysis and innovative improvement rather than standard treasury operations. The ideal candidate will bring a background with strong Excel skills, experience working with large data sets, and an interest in treasury strategy within the insurance space. We're seeking someone who brings curiosity and initiative to uncover opportunities within treasury strategy, particularly in the insurance fronting space. Experience : 2-5 years of treasury, accounting, or finance experience in a corporate environment, preferably within insurance or public accounting. Education : Bachelor's degree in finance, accounting, economics, or direct treasury experience; CTP preferred. Technical Proficiency : Strong Excel skills; experience with Kyriba, Workday, Adaptive and financial modeling. Communication : Strong verbal and written communication skills; ability to prepare and present financial information to stakeholders. Detail Orientation : High attention to detail with strong organizational skills and the ability to manage multiple deadlines. Mindset : Strategic and self-driven, collaborative, with a passion for data analysis and the initiative to challenge the status quo and drive improvements in treasury strategy. Location : This role is based in Austin, TX and operates within a hybrid work model. Why Incline Insurance Group? At Incline, we offer a unique opportunity to join a rapidly growing company at the intersection of insurance, strategy, and finance. You will have exposure to key decision-makers and an opportunity to make a meaningful impact on the company's growth trajectory. Current needs : Cash flow forecasting - entity level Cash flow forecasting - program level Cash & investment portfolio analysis Regulatory Compliance PIc403c3a69b42-9036
09/01/2025
Full time
About Incline P&C Group Incline P&C Group is privately owned and operated with an exclusive focus on the program insurance market. Incline has a team of over 90 employees; headquartered in Austin, TX . It is our mission to provide the most effective and proficient environment for our partners by actively managing programs with a diligent focus on underwriting, claims, and enterprise risk. Senior Treasury Analyst Exciting opportunity to join Incline Insurance Groups Treasury team! We are seeking a results-oriented, analytical professional to join our Finance and Accounting team as a Senior Treasury Analyst . This high-impact role offers the opportunity to support key financial operations and enhance capital management practices. About Incline P&C Group Incline P&C Group is a privately owned company, backed by private equity and its original founders, with an exclusive focus on the property and casualty program insurance market. The company writes $2 billion in premiums through its A-rated and managed carriers. Incline has a team of over 100 employees headquartered in Austin, Texas. What You'll Do: As the Senior Treasury Analyst , you will support the VP of Treasury and Tax as well as the Treasury Manager, to ensure optimal cash and liquidity management by providing analytical insights, maintaining accurate forecasts, and monitoring the investment portfolio to support financial decision making. The individual will have the opportunity to partner with teams across the organization to ensure accurate inputs to Treasury models and to acquire relevant information for Treasury reporting to senior leaders. Responsibilities Cash Management & Forecasting : Maintain weekly and daily cash positioning, as well as short and long-term cash forecasting to ensure optimal cash utilization. Credit & Compliance Administration : Support the management of credit facilities and ensure compliance with all lender reporting requirements. Debt & Investment Modeling : Maintain debt schedules and develop models to support borrowing needs, repayment strategies, and investment planning. Economic & Investment Research : Monitor economic trends and interest rate environment to support financial planning and risk mitigation strategies. Banking Oversight : Support banking relationships by tracking bank exposure and concentration levels, fees, and performance. Reporting & Analysis : Build dashboards and models to support liquidity planning, funding allocation, and investment decisions. Prepare monthly investment portfolio reports and create metrics and visualizations for senior management. Regulatory Compliance: Monitor statutory NAIC regulations and analyze investments and collateral to ensure compliance with financial regulatory requirements. Assist the Treasury team with the preparation of presentation materials as needed What We're Looking For: We are looking for a Senior Treasury Analyst who thrives in a data-driven environment and can help us plan and manage cash and liquidity more effectively through strong analytical support. The Senior Treasury Analyst will play a key role in supporting cash flow forecasting, cash reporting, and investment analytics. This role is primarily focused on strategic analysis and innovative improvement rather than standard treasury operations. The ideal candidate will bring a background with strong Excel skills, experience working with large data sets, and an interest in treasury strategy within the insurance space. We're seeking someone who brings curiosity and initiative to uncover opportunities within treasury strategy, particularly in the insurance fronting space. Experience : 2-5 years of treasury, accounting, or finance experience in a corporate environment, preferably within insurance or public accounting. Education : Bachelor's degree in finance, accounting, economics, or direct treasury experience; CTP preferred. Technical Proficiency : Strong Excel skills; experience with Kyriba, Workday, Adaptive and financial modeling. Communication : Strong verbal and written communication skills; ability to prepare and present financial information to stakeholders. Detail Orientation : High attention to detail with strong organizational skills and the ability to manage multiple deadlines. Mindset : Strategic and self-driven, collaborative, with a passion for data analysis and the initiative to challenge the status quo and drive improvements in treasury strategy. Location : This role is based in Austin, TX and operates within a hybrid work model. Why Incline Insurance Group? At Incline, we offer a unique opportunity to join a rapidly growing company at the intersection of insurance, strategy, and finance. You will have exposure to key decision-makers and an opportunity to make a meaningful impact on the company's growth trajectory. Current needs : Cash flow forecasting - entity level Cash flow forecasting - program level Cash & investment portfolio analysis Regulatory Compliance PIc403c3a69b42-9036
Key Responsibilities: 1. Manage investment portfolios for clients, ensuring alignment with their investment objectives and risk tolerance. 2. Conduct thorough analysis of market trends, economic conditions, and security-specific research to inform investment decisions. 3. Develop and implement investment strategies to achieve client goals. 4. Monitor and adjust portfolios as needed to ensure optimal performance. 5. Collaborate with internal teams, including research, trading, and operations. 6. Communicate with clients to understand their investment objectives, risk tolerance, and financial goals. 7. Prepare and present portfolio performance reports to clients. 8. Stay up-to-date with industry trends, regulatory changes, and market developments. Requirements: 1. Bachelor's degree in Finance, Economics, or related field. 2. Advanced degree (e.g., MBA, CFA) preferred. 3. Minimum 5 years of experience in investment management or a related field. 4. Proven track record of managing investment portfolios. 5. Strong analytical, communication, and problem-solving skills. 6. Ability to work in a fast-paced environment. 7. Proficiency in Microsoft Office, particularly Excel. 8. Familiarity with investment management software and systems. Nice to Have: 1. Chartered Financial Analyst (CFA) designation. 2. Experience with portfolio management software, such as BlackRock Aladdin or FactSet. 3. Knowledge of programming languages, such as Python or R.
03/06/2025
Key Responsibilities: 1. Manage investment portfolios for clients, ensuring alignment with their investment objectives and risk tolerance. 2. Conduct thorough analysis of market trends, economic conditions, and security-specific research to inform investment decisions. 3. Develop and implement investment strategies to achieve client goals. 4. Monitor and adjust portfolios as needed to ensure optimal performance. 5. Collaborate with internal teams, including research, trading, and operations. 6. Communicate with clients to understand their investment objectives, risk tolerance, and financial goals. 7. Prepare and present portfolio performance reports to clients. 8. Stay up-to-date with industry trends, regulatory changes, and market developments. Requirements: 1. Bachelor's degree in Finance, Economics, or related field. 2. Advanced degree (e.g., MBA, CFA) preferred. 3. Minimum 5 years of experience in investment management or a related field. 4. Proven track record of managing investment portfolios. 5. Strong analytical, communication, and problem-solving skills. 6. Ability to work in a fast-paced environment. 7. Proficiency in Microsoft Office, particularly Excel. 8. Familiarity with investment management software and systems. Nice to Have: 1. Chartered Financial Analyst (CFA) designation. 2. Experience with portfolio management software, such as BlackRock Aladdin or FactSet. 3. Knowledge of programming languages, such as Python or R.
The Deputy Chief Compliance Officer (Deputy CCO) works alongside the Chief Compliance Officer (CCO) and local leadership to strategically manage and oversee the compliance and risk management program. As a co-owner of the compliance and risk management program, the Deputy CCO is involved in all aspects of assessing, revising, developing, implementing, and monitoring various policies, procedures, and controls that mitigate compliance risk to our clients and the Company. The Deputy CCO will routinely lead and/or support various compliance and risk management projects, as well as interface with all levels of Company personnel, affiliates, clients, and other external parties. The Deputy CCO will be a mentor and peer to other members of the Compliance Team and will functionally report to the CCO and the CFO/COO. Essential Duties and Responsibilities Compliance and Risk Management Program The Deputy CCO is responsible for designing, maintaining, administering, and monitoring the firm s compliance and risk management framework, including compliance-related requirements and risks and operational risks. Strategic responsibilities include but are not limited to: (a) compliance policies and procedures; (b) code of ethics and personal conduct related policies; (c) monitoring, testing, escalation, and reporting procedures; (d) business continuity, disaster recovery, and information security related procedures; applicable regulations, filings, and disclosures. Client Support Responsibilities The Deputy CCO is responsible for overseeing client mandate compliance, including review investment guidelines, amendments with respect to portfolio restrictions, and due diligence procedures. The Deputy CCO will also support clients, fund service providers, and internal departments with respect to regulatory compliance matters. Further, the Deputy CCO will participate and/or advise on new client engagements and prospects as necessary, including reviewing requests for proposals, due diligence questionnaires, and marketing presentations, and new account on-boarding. Internal Support Responsibilities The Deputy CCO is an ambassador of the firm s culture and demonstrates a model degree of integrity and strength of character commensurate with their standing and leadership within the firm. The Deputy CCO will provide compliance training to educate staff on policies, procedures, and regulatory requirements. The Deputy CCO will also serve as a contact person for regulators (including examination teams), as well as internal and external stakeholders. The Deputy CCO will advise and oversee the compliance programs for global subsidiaries. The Deputy CCO will participate in additional projects as required. Supervisory Responsibilities As a leader within the Compliance Team and the broader firm, the Deputy CCO will provide mentorship and supervision for the Compliance Analysts.
07/21/2022
Full time
The Deputy Chief Compliance Officer (Deputy CCO) works alongside the Chief Compliance Officer (CCO) and local leadership to strategically manage and oversee the compliance and risk management program. As a co-owner of the compliance and risk management program, the Deputy CCO is involved in all aspects of assessing, revising, developing, implementing, and monitoring various policies, procedures, and controls that mitigate compliance risk to our clients and the Company. The Deputy CCO will routinely lead and/or support various compliance and risk management projects, as well as interface with all levels of Company personnel, affiliates, clients, and other external parties. The Deputy CCO will be a mentor and peer to other members of the Compliance Team and will functionally report to the CCO and the CFO/COO. Essential Duties and Responsibilities Compliance and Risk Management Program The Deputy CCO is responsible for designing, maintaining, administering, and monitoring the firm s compliance and risk management framework, including compliance-related requirements and risks and operational risks. Strategic responsibilities include but are not limited to: (a) compliance policies and procedures; (b) code of ethics and personal conduct related policies; (c) monitoring, testing, escalation, and reporting procedures; (d) business continuity, disaster recovery, and information security related procedures; applicable regulations, filings, and disclosures. Client Support Responsibilities The Deputy CCO is responsible for overseeing client mandate compliance, including review investment guidelines, amendments with respect to portfolio restrictions, and due diligence procedures. The Deputy CCO will also support clients, fund service providers, and internal departments with respect to regulatory compliance matters. Further, the Deputy CCO will participate and/or advise on new client engagements and prospects as necessary, including reviewing requests for proposals, due diligence questionnaires, and marketing presentations, and new account on-boarding. Internal Support Responsibilities The Deputy CCO is an ambassador of the firm s culture and demonstrates a model degree of integrity and strength of character commensurate with their standing and leadership within the firm. The Deputy CCO will provide compliance training to educate staff on policies, procedures, and regulatory requirements. The Deputy CCO will also serve as a contact person for regulators (including examination teams), as well as internal and external stakeholders. The Deputy CCO will advise and oversee the compliance programs for global subsidiaries. The Deputy CCO will participate in additional projects as required. Supervisory Responsibilities As a leader within the Compliance Team and the broader firm, the Deputy CCO will provide mentorship and supervision for the Compliance Analysts.
At TE, you will unleash your potential working with people from diverse backgrounds and industries to create a safer, sustainable and more connected world. Job Overview TE Connectivity's Corporate Strategy Teams develop long-range objectives and strategic plans for our corporation by identifying internal and external strategic issues that could affect growth and profitability. They support the creation and implementation of business plans, strategy, and initiatives to meet customer's and business needs. TE's Aerospace, Defense and Marine Strategy and Business Development team shapes TE's portfolio and market composition, growth opportunities, and competitive strategy by advising the Business Unit President and Global Leadership Team. What your background should look like: The candidate will have the following primary responsibilities: • Collaborate with the corporate, segment and business unit strategy and business teams to solve complex business problems • Effectively translate business requests into well-defined problems • Develop strategies and approaches to fulfilling complex project assignments in creative and meaningful ways • Perform analyses to generate impact-driven insights • Identify, track, and communicate critical trends across markets, industries, and competitors that affect our businesses • Create analytical models to address critical business questions and translate the output into clear stories, typically using PowerPoint Ideal candidate profile: Success in the role requires strong business acumen and strategic mindset, exceptional communication and presentation skills, the ability to work seamlessly with team members at multiple levels in the organization, and the skills and tenacity to achieve results without formal authority. In addition, the successful candidate will have the following qualifications, experience, and skills: • Bachelors in Business, Management, Finance, Accounting, or Economics from a leading institution • 1-3 years of experience in management consulting or investment bank analyst, corporate finance, strategy, or accounting roles • Excellent quantitative and analytical skills and inquisitive disposition • Ability to think strategically and work in a team environment • Excellent oral and written communication skills, with the ability to summarize complex analysis into the most critical points and insights • Skilled in organizing and integrating information • Powerful Excel and analytical skills, and attention to detail • Experience creating presentations and communicating ideas and plans • Ability to work independently with limited supervision • Track record of demonstrated leadership potential through academic, work, and or community activities • High level of integrity, persistence, and stamina • Highly motivated self-starter • International experience or exposure a plus • Strong sense of tact, confidentiality, and maturity This position requires access to information which is subject to stringent controls under the International Traffic in Arms Regulations (ITAR) or Export Administration Regulations (EAR). Applicants must be a U.S. citizen or national, U.S. lawful permanent resident, person granted asylee status in the U.S., or person admitted into the U.S. as a refugee. Competencies Values: Integrity, Accountability,Teamwork, Innovation ABOUT TE CONNECTIVITY TE Connectivity is a global industrial technology leader creating a safer, sustainable, productive and connected future. Our broad range of connectivity and sensor solutions, proven in the harshest environments, enable advancements in transportation, industrial applications, medical technology, energy, data communications and the home. With approximately 80,000 employees, including more than 7,500 engineers, working alongside customers in approximately 140 countries, TE ensures that EVERY CONNECTION COUNTS. Learn more at and on LinkedIn, Facebook, WeChat and Twitter. COMPENSATION • Competitive base salary commensurate with experience: $64,600.00 - $97,000.00 (subject to change dependent on physical location) • Posted salary ranges are made in good faith. TE Connectivity reserves the right to adjust ranges depending on the experience/qualification of the selected candidate as well as internal and external equity. • Total Compensation = Base Salary + Incentive(s) + Benefits BENEFITS • A comprehensive benefits package including health insurance, 401(k), disability, life insurance, employee stock purchase plan, paid time off and voluntary benefits. EOE, Including Disability/Vets
02/24/2022
Full time
At TE, you will unleash your potential working with people from diverse backgrounds and industries to create a safer, sustainable and more connected world. Job Overview TE Connectivity's Corporate Strategy Teams develop long-range objectives and strategic plans for our corporation by identifying internal and external strategic issues that could affect growth and profitability. They support the creation and implementation of business plans, strategy, and initiatives to meet customer's and business needs. TE's Aerospace, Defense and Marine Strategy and Business Development team shapes TE's portfolio and market composition, growth opportunities, and competitive strategy by advising the Business Unit President and Global Leadership Team. What your background should look like: The candidate will have the following primary responsibilities: • Collaborate with the corporate, segment and business unit strategy and business teams to solve complex business problems • Effectively translate business requests into well-defined problems • Develop strategies and approaches to fulfilling complex project assignments in creative and meaningful ways • Perform analyses to generate impact-driven insights • Identify, track, and communicate critical trends across markets, industries, and competitors that affect our businesses • Create analytical models to address critical business questions and translate the output into clear stories, typically using PowerPoint Ideal candidate profile: Success in the role requires strong business acumen and strategic mindset, exceptional communication and presentation skills, the ability to work seamlessly with team members at multiple levels in the organization, and the skills and tenacity to achieve results without formal authority. In addition, the successful candidate will have the following qualifications, experience, and skills: • Bachelors in Business, Management, Finance, Accounting, or Economics from a leading institution • 1-3 years of experience in management consulting or investment bank analyst, corporate finance, strategy, or accounting roles • Excellent quantitative and analytical skills and inquisitive disposition • Ability to think strategically and work in a team environment • Excellent oral and written communication skills, with the ability to summarize complex analysis into the most critical points and insights • Skilled in organizing and integrating information • Powerful Excel and analytical skills, and attention to detail • Experience creating presentations and communicating ideas and plans • Ability to work independently with limited supervision • Track record of demonstrated leadership potential through academic, work, and or community activities • High level of integrity, persistence, and stamina • Highly motivated self-starter • International experience or exposure a plus • Strong sense of tact, confidentiality, and maturity This position requires access to information which is subject to stringent controls under the International Traffic in Arms Regulations (ITAR) or Export Administration Regulations (EAR). Applicants must be a U.S. citizen or national, U.S. lawful permanent resident, person granted asylee status in the U.S., or person admitted into the U.S. as a refugee. Competencies Values: Integrity, Accountability,Teamwork, Innovation ABOUT TE CONNECTIVITY TE Connectivity is a global industrial technology leader creating a safer, sustainable, productive and connected future. Our broad range of connectivity and sensor solutions, proven in the harshest environments, enable advancements in transportation, industrial applications, medical technology, energy, data communications and the home. With approximately 80,000 employees, including more than 7,500 engineers, working alongside customers in approximately 140 countries, TE ensures that EVERY CONNECTION COUNTS. Learn more at and on LinkedIn, Facebook, WeChat and Twitter. COMPENSATION • Competitive base salary commensurate with experience: $64,600.00 - $97,000.00 (subject to change dependent on physical location) • Posted salary ranges are made in good faith. TE Connectivity reserves the right to adjust ranges depending on the experience/qualification of the selected candidate as well as internal and external equity. • Total Compensation = Base Salary + Incentive(s) + Benefits BENEFITS • A comprehensive benefits package including health insurance, 401(k), disability, life insurance, employee stock purchase plan, paid time off and voluntary benefits. EOE, Including Disability/Vets
Job Purpose The associate will be responsible for assisting a Senior Analyst in the Healthcare sector focusing on Biotechnology trends, company management and strategies. The ideal candidate will be a self-starter, highly motivated and hard-working individual. Duties & Responsibilities Prepare financial models for use in analysis, company updates and recommendations for clients Keep senior analysts abreast of daily news flow Conduct industry and company specific research through surveys, polling with physicians, speaking with Key Opinion Leaders, and other primary data collection methods for use in research reports Assist in writing comprehensive reports on research ideas; investment themes, data analysis; industry/company breaking news; and initiations of coverage As associates develop, they will maintain relationships with company management teams; industry contacts; internal sales and trading personnel; and institutional investors Requirements & Qualifications MD or PhD from accredited institution required 1-4 years of experience in investment banking or equity research preferred Strong work ethic, resourcefulness, and the ability to think critically and creatively Ability to create and maintain financial models and forecasts Demonstrated interest in Biotechnology Excellent written and verbal communication skills Ability to thrive in a fast-paced, deadline-driven environment Solid work ethic and superior attention to detail Series SIE, 63, 86 & 87 licensing preferred, but not required upon hiring Important Notes Must be authorized to work full time in the U.S., BTIG does not offer sponsorship for work visas of any type No phone calls please, the applicant will be contacted within two weeks if successful About BTIG BTIG is a global financial services firm specializing in institutional trading, investment banking, research and related brokerage services. With an extensive global footprint and more than 600 employees, BTIG, LLC and its affiliates operate out of 18 cities throughout the U.S., and in Europe, Asia and Australia. BTIG offers execution, expertise and insights for equities, equity derivatives, ETFs and fixed income, currency and commodities (futures, commodities, foreign exchange, interest rates, credit, and convertible and preferred securities). The firm's core capabilities include global execution, portfolio, electronic and outsource trading, transition management, investment banking, prime brokerage, capital introduction, corporate access, research and strategy, commission management and more. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, or disability status. BTIG is an equal opportunity employer Minorities/Females/People with Disabilities/Protected Veterans/Sexual Orientation/Gender Identity. Disclaimer:
09/25/2021
Full time
Job Purpose The associate will be responsible for assisting a Senior Analyst in the Healthcare sector focusing on Biotechnology trends, company management and strategies. The ideal candidate will be a self-starter, highly motivated and hard-working individual. Duties & Responsibilities Prepare financial models for use in analysis, company updates and recommendations for clients Keep senior analysts abreast of daily news flow Conduct industry and company specific research through surveys, polling with physicians, speaking with Key Opinion Leaders, and other primary data collection methods for use in research reports Assist in writing comprehensive reports on research ideas; investment themes, data analysis; industry/company breaking news; and initiations of coverage As associates develop, they will maintain relationships with company management teams; industry contacts; internal sales and trading personnel; and institutional investors Requirements & Qualifications MD or PhD from accredited institution required 1-4 years of experience in investment banking or equity research preferred Strong work ethic, resourcefulness, and the ability to think critically and creatively Ability to create and maintain financial models and forecasts Demonstrated interest in Biotechnology Excellent written and verbal communication skills Ability to thrive in a fast-paced, deadline-driven environment Solid work ethic and superior attention to detail Series SIE, 63, 86 & 87 licensing preferred, but not required upon hiring Important Notes Must be authorized to work full time in the U.S., BTIG does not offer sponsorship for work visas of any type No phone calls please, the applicant will be contacted within two weeks if successful About BTIG BTIG is a global financial services firm specializing in institutional trading, investment banking, research and related brokerage services. With an extensive global footprint and more than 600 employees, BTIG, LLC and its affiliates operate out of 18 cities throughout the U.S., and in Europe, Asia and Australia. BTIG offers execution, expertise and insights for equities, equity derivatives, ETFs and fixed income, currency and commodities (futures, commodities, foreign exchange, interest rates, credit, and convertible and preferred securities). The firm's core capabilities include global execution, portfolio, electronic and outsource trading, transition management, investment banking, prime brokerage, capital introduction, corporate access, research and strategy, commission management and more. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, or disability status. BTIG is an equal opportunity employer Minorities/Females/People with Disabilities/Protected Veterans/Sexual Orientation/Gender Identity. Disclaimer:
Job Description Important Note: During the application process, ensure your contact information (email and phone number) is up to date and upload your current resume when submitting your application for consideration. To participate in some selection activities you will need to respond to an invitation. The invitation can be sent by both email and text message. In order to receive text message invitations, your profile must include a mobile phone number designated as "Personal Cell" or "Cellular" in the contact information of your application. At Wells Fargo, we are looking for talented people who will put our customers at the center of everything we do. We are seeking candidates who embrace diversity, equity and inclusion in a workplace where everyone feels valued and inspired. Help us build a better Wells Fargo. It all begins with outstanding talent. It all begins with you. Commercial Banking provides financial solutions to businesses with annual sales generally in excess of $5 million. Our business lines are Wells Fargo Commercial Capital, Middle Market Banking, and Treasury Management & Payment Solutions. Wells Fargo Commercial Capital o A market-leading provider of working capital, investment capital, trust services, and sales financing solutions that help customers optimize liquidity and grow their business through their lifecycle Wells Fargo Capital Finance (WFCF) is one of the top lead arrangers of asset-based loans in the U.S. with a large and diversified portfolio of close to 2,400 customers and more than $33 billion in loans outstanding. WFCF offers traditional asset-based financing, specialized senior secured financing, accounts receivable financing, purchase order financing, and supply chain financing to a wide range of companies throughout the United States, Canada and the United Kingdom. The Senior Analyst will be a member of the Technology Finance team within Wells Fargo Capital Finance and will work closely with Relationship Manager in managing a portfolio of loans to middle-market software/technology companies. Responsibilities include the following: Direct interaction with the executive management team(s) of clients, including participation in client meetings and on-site visits; Assist in execution of financing transactions for financial sponsors and clients, including the completion of due diligence, financial modeling, credit analysis, drafting of investment memorandums, and legal documentation; Analyze financial performance for assigned loan portfolio compared to covenant levels, industry standards, key competitors, financial projections, and historical performance; Prepare and present monthly trend reports and client updates to senior management and Internal Risk Management (IRM); Periodic completion of enterprise valuations and account risk ratings; Complete various compliance-related activities, as dictated by WF Bank and regulatory bodies. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Required Qualifications 2+ years of commercial lending experience, credit analysis experience, or a combination of both Desired Qualifications Financial modeling experience Intermediate Microsoft Excel skills Knowledge and understanding of cash flow lending Knowledge and understanding of cash flow: modeling and income review processes Job Expectations Ability to travel up to 10% of the time Disclaimer All offers for employment with Wells Fargo are contingent upon the candidate having successfully completed a criminal background check. Wells Fargo will consider qualified candidates with criminal histories in a manner consistent with the requirements of applicable local, state and Federal law, including Section 19 of the Federal Deposit Insurance Act. Relevant military experience is considered for veterans and transitioning service men and women. Wells Fargo is an Affirmative Action and Equal Opportunity Employer, Minority/Female/Disabled/Veteran/Gender Identity/Sexual Orientation. Benefits Summary Benefits Visit for benefits information.
09/25/2021
Full time
Job Description Important Note: During the application process, ensure your contact information (email and phone number) is up to date and upload your current resume when submitting your application for consideration. To participate in some selection activities you will need to respond to an invitation. The invitation can be sent by both email and text message. In order to receive text message invitations, your profile must include a mobile phone number designated as "Personal Cell" or "Cellular" in the contact information of your application. At Wells Fargo, we are looking for talented people who will put our customers at the center of everything we do. We are seeking candidates who embrace diversity, equity and inclusion in a workplace where everyone feels valued and inspired. Help us build a better Wells Fargo. It all begins with outstanding talent. It all begins with you. Commercial Banking provides financial solutions to businesses with annual sales generally in excess of $5 million. Our business lines are Wells Fargo Commercial Capital, Middle Market Banking, and Treasury Management & Payment Solutions. Wells Fargo Commercial Capital o A market-leading provider of working capital, investment capital, trust services, and sales financing solutions that help customers optimize liquidity and grow their business through their lifecycle Wells Fargo Capital Finance (WFCF) is one of the top lead arrangers of asset-based loans in the U.S. with a large and diversified portfolio of close to 2,400 customers and more than $33 billion in loans outstanding. WFCF offers traditional asset-based financing, specialized senior secured financing, accounts receivable financing, purchase order financing, and supply chain financing to a wide range of companies throughout the United States, Canada and the United Kingdom. The Senior Analyst will be a member of the Technology Finance team within Wells Fargo Capital Finance and will work closely with Relationship Manager in managing a portfolio of loans to middle-market software/technology companies. Responsibilities include the following: Direct interaction with the executive management team(s) of clients, including participation in client meetings and on-site visits; Assist in execution of financing transactions for financial sponsors and clients, including the completion of due diligence, financial modeling, credit analysis, drafting of investment memorandums, and legal documentation; Analyze financial performance for assigned loan portfolio compared to covenant levels, industry standards, key competitors, financial projections, and historical performance; Prepare and present monthly trend reports and client updates to senior management and Internal Risk Management (IRM); Periodic completion of enterprise valuations and account risk ratings; Complete various compliance-related activities, as dictated by WF Bank and regulatory bodies. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Required Qualifications 2+ years of commercial lending experience, credit analysis experience, or a combination of both Desired Qualifications Financial modeling experience Intermediate Microsoft Excel skills Knowledge and understanding of cash flow lending Knowledge and understanding of cash flow: modeling and income review processes Job Expectations Ability to travel up to 10% of the time Disclaimer All offers for employment with Wells Fargo are contingent upon the candidate having successfully completed a criminal background check. Wells Fargo will consider qualified candidates with criminal histories in a manner consistent with the requirements of applicable local, state and Federal law, including Section 19 of the Federal Deposit Insurance Act. Relevant military experience is considered for veterans and transitioning service men and women. Wells Fargo is an Affirmative Action and Equal Opportunity Employer, Minority/Female/Disabled/Veteran/Gender Identity/Sexual Orientation. Benefits Summary Benefits Visit for benefits information.
Job Summary: From toys to apparel, from books to games, Disney Consumer Products, Games and Publishing (CPGP) brings our company's products, through stories and characters, to markets worldwide. With a portfolio of renowned franchises including Disney, Pixar, Marvel and Star Wars, our efforts to deliver innovative and experiential products, designed to entertain and inspire, is industry leading and category shaping. We seek a candidate with experience in product strategy, management consulting, investment banking, corporate development, or private equity to support the development and execution of CPGP's Games, Interactive Experiences, and Publishing growth strategy. The role requires superior analytical and modeling skills as well as a demonstrated ability to collaborate across a diverse range of stakeholders, including multiple levels of management within CPGP, DPEP and across The Walt Disney Company. Responsibilities: * Support Sr. Manager in management and analysis related to the Games, Interactive Experiences, and Publishing greenlight process * Identify, define, and analyze consumer and industry trends across major markets, and translate analysis into meaningful takeaways to support project narrative * Support members of the CPGP Business Planning team in the development and execution of key global growth initiatives - particularly as they relate to new media platforms, new business opportunities, and geographic expansion * Research and analyze new or evolving markets for CPGP, leveraging advanced analytical skills and understanding of our internal operations and our brands / franchises * Construct models in support of new business opportunities, ensuring quality control on output * Create compelling, persuasive presentation materials to communicate key learnings and recommendations (verbally and in writing) to senior level executives * Collaborate on multiple projects at any one time, setting and meeting deliverable dates and communicating roadblocks / risks in a timely manner Basic Qualifications: * 2-3 years of post-undergraduate experience * Experience in digital/product strategy, management consulting, investment banking, corporate development, or private equity * Experience in and/or passion for Gaming industry preferred * Advanced analytical and financial modeling skills * Advanced problem-solving skills such as prioritization, critical thinking, and hypothesis development * Ability to think pragmatically, not just theoretically, and drive execution of concepts * Outstanding multi-tasking and teamwork skills to succeed in a fast-paced environment * Advanced verbal and written communications skills, particularly the ability to develop cogent arguments and present them concisely to a range of stakeholders, including executives Required Education * Bachelor's Degree Additional Information: Benefits and Perks: Disney offers a rewards package to help you live your best life. This includes health and savings benefits, educational opportunities and special extras that only Disney can provide. Learn more about our benefits and perks at About Parks, Experiences and Products: The Parks, Experiences and Products segment includes Disney's iconic travel and leisure businesses, which include six resort destinations in the United States, Europe and Asia, a top-rated cruise line, a popular vacation ownership program, and an award-winning guided family adventure business. Disney's global consumer products operations include the world's leading licensing business across toys, apparel, home goods, digital games and apps; the world's largest children's publisher; Disney store locations around the world; and the shopDisney e-commerce platform. About The Walt Disney Company: The Walt Disney Company, together with its subsidiaries and affiliates, is a leading diversified international family entertainment and media enterprise with the following business segments: media networks, parks and resorts, studio entertainment, consumer products and interactive media. From humble beginnings as a cartoon studio in the 1920s to its preeminent name in the entertainment industry today, Disney proudly continues its legacy of creating world-class stories and experiences for every member of the family. Disney's stories, characters and experiences reach consumers and guests from every corner of the globe. With operations in more than 40 countries, our employees and cast members work together to create entertainment experiences that are both universally and locally cherished. This position is with Disney Consumer Products and Interactive Media, Inc., which is part of a business segment we call Parks, Experiences and Products. Disney Consumer Products and Interactive Media, Inc. is an equal opportunity employer. Applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, disability, or protected veteran status or any other basis prohibited by federal, state or local law. Disney fosters a business culture where ideas and decisions from all people help us grow, innovate, create the best stories and be relevant in a rapidly changing world. Apply NowApply Later
09/24/2021
Full time
Job Summary: From toys to apparel, from books to games, Disney Consumer Products, Games and Publishing (CPGP) brings our company's products, through stories and characters, to markets worldwide. With a portfolio of renowned franchises including Disney, Pixar, Marvel and Star Wars, our efforts to deliver innovative and experiential products, designed to entertain and inspire, is industry leading and category shaping. We seek a candidate with experience in product strategy, management consulting, investment banking, corporate development, or private equity to support the development and execution of CPGP's Games, Interactive Experiences, and Publishing growth strategy. The role requires superior analytical and modeling skills as well as a demonstrated ability to collaborate across a diverse range of stakeholders, including multiple levels of management within CPGP, DPEP and across The Walt Disney Company. Responsibilities: * Support Sr. Manager in management and analysis related to the Games, Interactive Experiences, and Publishing greenlight process * Identify, define, and analyze consumer and industry trends across major markets, and translate analysis into meaningful takeaways to support project narrative * Support members of the CPGP Business Planning team in the development and execution of key global growth initiatives - particularly as they relate to new media platforms, new business opportunities, and geographic expansion * Research and analyze new or evolving markets for CPGP, leveraging advanced analytical skills and understanding of our internal operations and our brands / franchises * Construct models in support of new business opportunities, ensuring quality control on output * Create compelling, persuasive presentation materials to communicate key learnings and recommendations (verbally and in writing) to senior level executives * Collaborate on multiple projects at any one time, setting and meeting deliverable dates and communicating roadblocks / risks in a timely manner Basic Qualifications: * 2-3 years of post-undergraduate experience * Experience in digital/product strategy, management consulting, investment banking, corporate development, or private equity * Experience in and/or passion for Gaming industry preferred * Advanced analytical and financial modeling skills * Advanced problem-solving skills such as prioritization, critical thinking, and hypothesis development * Ability to think pragmatically, not just theoretically, and drive execution of concepts * Outstanding multi-tasking and teamwork skills to succeed in a fast-paced environment * Advanced verbal and written communications skills, particularly the ability to develop cogent arguments and present them concisely to a range of stakeholders, including executives Required Education * Bachelor's Degree Additional Information: Benefits and Perks: Disney offers a rewards package to help you live your best life. This includes health and savings benefits, educational opportunities and special extras that only Disney can provide. Learn more about our benefits and perks at About Parks, Experiences and Products: The Parks, Experiences and Products segment includes Disney's iconic travel and leisure businesses, which include six resort destinations in the United States, Europe and Asia, a top-rated cruise line, a popular vacation ownership program, and an award-winning guided family adventure business. Disney's global consumer products operations include the world's leading licensing business across toys, apparel, home goods, digital games and apps; the world's largest children's publisher; Disney store locations around the world; and the shopDisney e-commerce platform. About The Walt Disney Company: The Walt Disney Company, together with its subsidiaries and affiliates, is a leading diversified international family entertainment and media enterprise with the following business segments: media networks, parks and resorts, studio entertainment, consumer products and interactive media. From humble beginnings as a cartoon studio in the 1920s to its preeminent name in the entertainment industry today, Disney proudly continues its legacy of creating world-class stories and experiences for every member of the family. Disney's stories, characters and experiences reach consumers and guests from every corner of the globe. With operations in more than 40 countries, our employees and cast members work together to create entertainment experiences that are both universally and locally cherished. This position is with Disney Consumer Products and Interactive Media, Inc., which is part of a business segment we call Parks, Experiences and Products. Disney Consumer Products and Interactive Media, Inc. is an equal opportunity employer. Applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, disability, or protected veteran status or any other basis prohibited by federal, state or local law. Disney fosters a business culture where ideas and decisions from all people help us grow, innovate, create the best stories and be relevant in a rapidly changing world. Apply NowApply Later
High-Growth Global Real Estate Investment firm with an awesome culture is building out their NYC Finance Team seeking an Analyst reporting to Head of Finance along working with Asset Management Team. Their team is more of a start-up environment. This is a newly created role as their business has been growing 100% year-over-year! This role will be in office 3-days a week, 2 at home. Responsibilities: Prepare and analyze asset management monthly and year-end reporting Support and Strategize asset management plans to improve operations including: Annual Business Plans, Forecasts, and Budgets for Property Performance, Board/Management Presentations Handle On-boarding and Ad-hoc requests Prepare and analyze cash-flow analysis, corporate reporting and buy-side and dissolutions models Work with Acquisitions, Portfolio, and Audit teams Requirements/Qualifications: Bachelor's Degree in Accounting or Finance is a must - strong academic GPA 2+years of Experience in Real Estate Asset Management or Finance or Valuations - within in a professional service firm or Real Estate Investment Firm
09/19/2021
Full time
High-Growth Global Real Estate Investment firm with an awesome culture is building out their NYC Finance Team seeking an Analyst reporting to Head of Finance along working with Asset Management Team. Their team is more of a start-up environment. This is a newly created role as their business has been growing 100% year-over-year! This role will be in office 3-days a week, 2 at home. Responsibilities: Prepare and analyze asset management monthly and year-end reporting Support and Strategize asset management plans to improve operations including: Annual Business Plans, Forecasts, and Budgets for Property Performance, Board/Management Presentations Handle On-boarding and Ad-hoc requests Prepare and analyze cash-flow analysis, corporate reporting and buy-side and dissolutions models Work with Acquisitions, Portfolio, and Audit teams Requirements/Qualifications: Bachelor's Degree in Accounting or Finance is a must - strong academic GPA 2+years of Experience in Real Estate Asset Management or Finance or Valuations - within in a professional service firm or Real Estate Investment Firm
Job DescriptionAt Freddie Mac, you will do important work to build a better housing finance system and you'll be part of a team helping to make homeownership and rental housing more accessible and affordable across the nation. Position Overview:If you are a smart, curious, self-motivated recent graduate with a passion for commercial real estate and fixed income market, Freddie Mac Multifamily Capital Markets is the employer for you. The country's largest Multifamily lender, with over a $70 billion platform, is looking for an analytical Rockstar to join our fast-paced and rapid growing Multifamily Capital Markets Investment & Portfolio Management team. If you are interested in being intellectually challenged, helping build and preserve housing, and are a great teammate, come join a dynamic and exciting team.Our Impact:Freddie Mac Multifamily makes affordable rental housing possible by purchasing apartment loans throughout the nation from a network of lenders and then securitizing them through a variety of security and other product offerings (K/SB/ML/PC/MSCR/MCIP, etc). As part of the Capital Markets function, Investment & Portfolio Management teamManage interest rate and market spread risk for the whole Multifamily production pipelineConduct Multifamily mortgage backed securities (aka Multifamily Participation Certificates or Multi PC) issuance through weekly auctionExecute Structured Credit Risk Notes (MSCR), (Re)Insurance (MCIP) and other synthetic credit risk offeringsContinues to add new risk transfer vehiclesInvestment & Portfolio Management focuses on rigorous analytics and innovative ideas to transfer risk to third parties.Your Impact:In this role, you will be an integral part of the development and execution of Freddie Mac Multifamily Participation Certificates (PC) issuance and will be expected to:Support the facilitation and completion of mortgage security formation and auction tradingDevelop, automate and manage pipeline and issuance databases, queries and reports that directly support the PC issuance and other productsPerform cashflow modeling and deliver analysis on transaction economicsBuild a deep understanding of transaction offering documents, marketing materials and ongoing loan performance reportingCommunicate daily with internal business partners, external professional service providers and dealers. The candidate will interact extensively with Securitization, Security Operations, Asset Management, and Legal, as well as external dealers and data vendors (Bloomberg & Intex)Qualifications:Bachelor's Degree in Finance, Economics, Real Estate, Math, Business, Science or related field required.Typically 0-2 years of experienceAbility to work in a dynamic business environment and manage multiple tasks and work independently and in groupsStrong communication and analytical skillsAdvanced Microsoft Excel and SQL skills with some programing experienceKeys to Success in this Role:Curiosity and interest in the commercial real estate industryGreat teammate with positive attitudeStrong work ethicAbility to multi-taskHarness the power of data to formulate and inform communicationsCurrent Freddie Mac employees please apply through the internal career site.Today, Freddie Mac makes home possible for one in four home borrowers and is one of the largest sources of financing for multifamily housing. Join our smart, creative and dedicated team and you'll do important work for the housing finance system and make a difference in the lives of others.We are an equal opportunity employer and value diversity and inclusion at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, disability status or any other characteristic protected by applicable law. We will ensure that individuals with differing abilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.Notice to External Search Firms: Freddie Mac partners with BountyJobs for contingency search business through outside firms. Resumes received outside the BountyJobs system will be considered unsolicited and Freddie Mac will not be obligated to pay a placement fee. If interested in learning more, please visit and register with our referral code: MAC.Time-type:Full timeJob Category:College Hire ProgramFLSA Status:Non-Exempt
09/14/2021
Full time
Job DescriptionAt Freddie Mac, you will do important work to build a better housing finance system and you'll be part of a team helping to make homeownership and rental housing more accessible and affordable across the nation. Position Overview:If you are a smart, curious, self-motivated recent graduate with a passion for commercial real estate and fixed income market, Freddie Mac Multifamily Capital Markets is the employer for you. The country's largest Multifamily lender, with over a $70 billion platform, is looking for an analytical Rockstar to join our fast-paced and rapid growing Multifamily Capital Markets Investment & Portfolio Management team. If you are interested in being intellectually challenged, helping build and preserve housing, and are a great teammate, come join a dynamic and exciting team.Our Impact:Freddie Mac Multifamily makes affordable rental housing possible by purchasing apartment loans throughout the nation from a network of lenders and then securitizing them through a variety of security and other product offerings (K/SB/ML/PC/MSCR/MCIP, etc). As part of the Capital Markets function, Investment & Portfolio Management teamManage interest rate and market spread risk for the whole Multifamily production pipelineConduct Multifamily mortgage backed securities (aka Multifamily Participation Certificates or Multi PC) issuance through weekly auctionExecute Structured Credit Risk Notes (MSCR), (Re)Insurance (MCIP) and other synthetic credit risk offeringsContinues to add new risk transfer vehiclesInvestment & Portfolio Management focuses on rigorous analytics and innovative ideas to transfer risk to third parties.Your Impact:In this role, you will be an integral part of the development and execution of Freddie Mac Multifamily Participation Certificates (PC) issuance and will be expected to:Support the facilitation and completion of mortgage security formation and auction tradingDevelop, automate and manage pipeline and issuance databases, queries and reports that directly support the PC issuance and other productsPerform cashflow modeling and deliver analysis on transaction economicsBuild a deep understanding of transaction offering documents, marketing materials and ongoing loan performance reportingCommunicate daily with internal business partners, external professional service providers and dealers. The candidate will interact extensively with Securitization, Security Operations, Asset Management, and Legal, as well as external dealers and data vendors (Bloomberg & Intex)Qualifications:Bachelor's Degree in Finance, Economics, Real Estate, Math, Business, Science or related field required.Typically 0-2 years of experienceAbility to work in a dynamic business environment and manage multiple tasks and work independently and in groupsStrong communication and analytical skillsAdvanced Microsoft Excel and SQL skills with some programing experienceKeys to Success in this Role:Curiosity and interest in the commercial real estate industryGreat teammate with positive attitudeStrong work ethicAbility to multi-taskHarness the power of data to formulate and inform communicationsCurrent Freddie Mac employees please apply through the internal career site.Today, Freddie Mac makes home possible for one in four home borrowers and is one of the largest sources of financing for multifamily housing. Join our smart, creative and dedicated team and you'll do important work for the housing finance system and make a difference in the lives of others.We are an equal opportunity employer and value diversity and inclusion at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, disability status or any other characteristic protected by applicable law. We will ensure that individuals with differing abilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.Notice to External Search Firms: Freddie Mac partners with BountyJobs for contingency search business through outside firms. Resumes received outside the BountyJobs system will be considered unsolicited and Freddie Mac will not be obligated to pay a placement fee. If interested in learning more, please visit and register with our referral code: MAC.Time-type:Full timeJob Category:College Hire ProgramFLSA Status:Non-Exempt
job summary: Director of Financial Planning & Analysis The Director of Financial Planning and Analysis will oversee the Finance function. The Director is responsible for driving the annual budget and monthly forecast processes, financial reporting, variance analyses, and drafting and coordinating analytical reports and business performance management dashboards provided to senior management and the Board of Directors. The Director also is responsible for supporting the organization's strategy development process, conducting business case analyses, and creating financial models for senior management on an ad hoc basis. location: Arlington, Virginia job type: Permanent salary: $130,000 - 150,000 per year work hours: 9 to 5 education: Bachelor's degree experience: 10 Years responsibilities: Responsibilities: Coordinate the annual budget process by meeting with managers, preparing detailed financial models, and documenting supporting assumptions, performing analysis and review of preliminary submissions, preparing management presentations, and assembling budget packages Coordinate the development of operating and capital budgets Support program financial analysts and departments to prepare monthly program reviews, including identifying operational issues, resources needed, position control, and financial performance to ensure that forecasts accurately reflect expectations and conduct follow-up discussions Provide accurate and timely financial reports, management dashboards, and forecasts to the entire organization and board, in support of organizational goals Assist with annual audit and IRS form 990 tax filing Develop annual Negotiated Indirect Cost Rate Agreement (NICRA) submission Partner with the CFO and Controller to develop and update cash flow projections and investment portfolio qualifications: Qualifications : Finance or accounting related degree MBA or CPA preferred Minimum of 15 years financial management experience Minimum of 10 years of supervisory experience, including mentoring, coaching, and performance management 7-10 years of professional experience in the government pricing arena, including bids and proposals for professional services Strong accounting and financial systems knowledge Experience using CostPoint is preferred Thorough knowledge of Federal procurement activities, including understanding of the Cost Accounting Standards, Federal Acquisition Regulations (FAR), and Federal procurement practices Knowledge and experience in the cost/price methodology and rate build-up for indirect rates, direct labor rates, and overhead rates Ability to perform profitability analysis Knowledge and experience with all contract vehicles, including IDIQs, GWACs, GSA Federal Supply Schedules; and contract types, including FFP, T&M, and cost-reimbursable, and experience with grants and Cooperative agreements Demonstrated ability to work effectively in a complex, multicultural environment Ability to travel internationally Excellent verbal and written communication skills Self-motivated and a team player Ability to work in the US indefinitely without sponsorship skills: Financial Analysis Equal Opportunity Employer: Race, Color, Religion, Sex, Sexual Orientation, Gender Identity, National Origin, Age, Genetic Information, Disability, Protected Veteran Status, or any other legally protected group status.
09/11/2021
Full time
job summary: Director of Financial Planning & Analysis The Director of Financial Planning and Analysis will oversee the Finance function. The Director is responsible for driving the annual budget and monthly forecast processes, financial reporting, variance analyses, and drafting and coordinating analytical reports and business performance management dashboards provided to senior management and the Board of Directors. The Director also is responsible for supporting the organization's strategy development process, conducting business case analyses, and creating financial models for senior management on an ad hoc basis. location: Arlington, Virginia job type: Permanent salary: $130,000 - 150,000 per year work hours: 9 to 5 education: Bachelor's degree experience: 10 Years responsibilities: Responsibilities: Coordinate the annual budget process by meeting with managers, preparing detailed financial models, and documenting supporting assumptions, performing analysis and review of preliminary submissions, preparing management presentations, and assembling budget packages Coordinate the development of operating and capital budgets Support program financial analysts and departments to prepare monthly program reviews, including identifying operational issues, resources needed, position control, and financial performance to ensure that forecasts accurately reflect expectations and conduct follow-up discussions Provide accurate and timely financial reports, management dashboards, and forecasts to the entire organization and board, in support of organizational goals Assist with annual audit and IRS form 990 tax filing Develop annual Negotiated Indirect Cost Rate Agreement (NICRA) submission Partner with the CFO and Controller to develop and update cash flow projections and investment portfolio qualifications: Qualifications : Finance or accounting related degree MBA or CPA preferred Minimum of 15 years financial management experience Minimum of 10 years of supervisory experience, including mentoring, coaching, and performance management 7-10 years of professional experience in the government pricing arena, including bids and proposals for professional services Strong accounting and financial systems knowledge Experience using CostPoint is preferred Thorough knowledge of Federal procurement activities, including understanding of the Cost Accounting Standards, Federal Acquisition Regulations (FAR), and Federal procurement practices Knowledge and experience in the cost/price methodology and rate build-up for indirect rates, direct labor rates, and overhead rates Ability to perform profitability analysis Knowledge and experience with all contract vehicles, including IDIQs, GWACs, GSA Federal Supply Schedules; and contract types, including FFP, T&M, and cost-reimbursable, and experience with grants and Cooperative agreements Demonstrated ability to work effectively in a complex, multicultural environment Ability to travel internationally Excellent verbal and written communication skills Self-motivated and a team player Ability to work in the US indefinitely without sponsorship skills: Financial Analysis Equal Opportunity Employer: Race, Color, Religion, Sex, Sexual Orientation, Gender Identity, National Origin, Age, Genetic Information, Disability, Protected Veteran Status, or any other legally protected group status.
Banking Americas ABL Origination, Vice President. SUMMARY: The Vice President will be responsible for coordinating with senior professionals in their efforts to grow and manage the asset based lending (ABL) business. The ABL team is part of Mizuho's Banking Americas Securitized Products Origination group (SPO), which is the U.S. based corporate and structured finance unit providing secured lending solutions to all of Mizuho's clients. This is an originator role and will provide the candidate the opportunity to be deeply involved in deal origination, execution and management. The successful candidate will be capable of developing deep competency in multiple critical disciplines including: negotiation, sales, financial modeling, credit analysis, risk structuring, document review, and product development. 1) Responsibilities: Work with senior SPO staff, relationship managers, treasury personnel, capital markets professionals, as well as various internal and external advisors to assess, structure and execute transaction opportunities. Lead the preparation of proposals and approval materials for clients and to support internal decision making processes. Work with credit and risk teams and advocate for transactions with those teams. Assist in modifying/building risk assessment and transaction pricing tools; evaluate collateral structures, review transaction documents, analyze market opportunities. Research and build collateral valuation libraries. Prepare and assess various periodic reports, such as, risk analysis reports, self-assessment report, credit exposure reports, and regulatory reports. Support the adaptation and maintenance of a new portfolio management tools. 2) Required Knowledge and Skills: Effective verbal and written communication skills. Strong quantitative and financial analysis abilities. Demonstrated advanced modeling utilizing Microsoft Excel including 'clean sheet' development; ability to learn other systems. Exposure to foundational accounting, tax and legal concepts associated with corporate finance. Highly organized; critically listen; ability to multi task. Comfortable in flexible situations with tight deadlines. 3) Minimum Job Requirements and Experience: Bachelor's degree in finance, mathematics, accounting, economics, engineering and/or other business related concentrations is required. 6-8 years of banking or commercial finance experience or recent MBA graduate with 2 years in a sales/sales support role and 4 years of prior analyst experience. NOTE: This Job Description is not intended to be an exhaustive list of all responsibilities, skills, efforts or working conditions associated with this job. Additionally, the contents of this Job Description may be modified or expanded by the Bank over time. Company Overview. Mizuho Americas is a leading financial institution comprising several legal entities, which together offer clients corporate and investment banking, financing, securities, treasury services, asset management, research and more. Mizuho's operations in the Americas connect a broad client base of major corporations, financial institutions and public sector groups to local markets and a vast global network. Mizuho Americas is an integral part of the Japan-based Mizuho Financial Group, Inc. (NYSE: MFG), which is comprised of offices in nearly 40 countries, approximately 60,000 employees, and assets of more than USD 1.8 trillion. Learn more at mizuhoamericas.com. Mizuho offers a competitive total rewards package. We are an EEO Employer -M/F/Disability/Veteran. #LI-MIZUHO.
09/02/2021
Full time
Banking Americas ABL Origination, Vice President. SUMMARY: The Vice President will be responsible for coordinating with senior professionals in their efforts to grow and manage the asset based lending (ABL) business. The ABL team is part of Mizuho's Banking Americas Securitized Products Origination group (SPO), which is the U.S. based corporate and structured finance unit providing secured lending solutions to all of Mizuho's clients. This is an originator role and will provide the candidate the opportunity to be deeply involved in deal origination, execution and management. The successful candidate will be capable of developing deep competency in multiple critical disciplines including: negotiation, sales, financial modeling, credit analysis, risk structuring, document review, and product development. 1) Responsibilities: Work with senior SPO staff, relationship managers, treasury personnel, capital markets professionals, as well as various internal and external advisors to assess, structure and execute transaction opportunities. Lead the preparation of proposals and approval materials for clients and to support internal decision making processes. Work with credit and risk teams and advocate for transactions with those teams. Assist in modifying/building risk assessment and transaction pricing tools; evaluate collateral structures, review transaction documents, analyze market opportunities. Research and build collateral valuation libraries. Prepare and assess various periodic reports, such as, risk analysis reports, self-assessment report, credit exposure reports, and regulatory reports. Support the adaptation and maintenance of a new portfolio management tools. 2) Required Knowledge and Skills: Effective verbal and written communication skills. Strong quantitative and financial analysis abilities. Demonstrated advanced modeling utilizing Microsoft Excel including 'clean sheet' development; ability to learn other systems. Exposure to foundational accounting, tax and legal concepts associated with corporate finance. Highly organized; critically listen; ability to multi task. Comfortable in flexible situations with tight deadlines. 3) Minimum Job Requirements and Experience: Bachelor's degree in finance, mathematics, accounting, economics, engineering and/or other business related concentrations is required. 6-8 years of banking or commercial finance experience or recent MBA graduate with 2 years in a sales/sales support role and 4 years of prior analyst experience. NOTE: This Job Description is not intended to be an exhaustive list of all responsibilities, skills, efforts or working conditions associated with this job. Additionally, the contents of this Job Description may be modified or expanded by the Bank over time. Company Overview. Mizuho Americas is a leading financial institution comprising several legal entities, which together offer clients corporate and investment banking, financing, securities, treasury services, asset management, research and more. Mizuho's operations in the Americas connect a broad client base of major corporations, financial institutions and public sector groups to local markets and a vast global network. Mizuho Americas is an integral part of the Japan-based Mizuho Financial Group, Inc. (NYSE: MFG), which is comprised of offices in nearly 40 countries, approximately 60,000 employees, and assets of more than USD 1.8 trillion. Learn more at mizuhoamericas.com. Mizuho offers a competitive total rewards package. We are an EEO Employer -M/F/Disability/Veteran. #LI-MIZUHO.
SUMMARY The Strategic Planning Senior Analyst partners with business leaders to operationalize the business to attain strategic goals and performance excellence. In this role, you are positioned to identify and monitor financial performance at each of our data centers and assist in the development and implementation of the optimal strategy across the portfolio. You play a critical role in the growth and development of future data center sites and are responsible for maintaining the company's long-term financial projections and financial modeling of potential and existing investments, including economic and market data evaluation. Partnership with Senior Leadership, Site Directors, Development and Accounting on overall data center operations, strategic projects and M&A activity is a key component of this role. RESPONSIBILITIES, other duties may be assigned • Consolidate varied reports, refine information, report out actionable insights, transform data and insights into action plans for data center leadership that will drive business objectives. • Support monthly and quarterly review of operational performance with the senior leadership team. • Collaborate with operations and development staff to identify, monitor and track key risks and opportunities at each data center site. • Maintain the company's long-term financial model incorporating input from finance and accounting, sales, development and operations. • Develop key performance metrics and dashboard to track the financial progress against the strategy. • Assist in the preparation of presentation materials for senior leadership and the Board of Directors • Compile and analyze financial information to support department operations and cost decisions. • Support strategic projects BASIC QUALIFICATIONS • Bachelor's degree preferably in Finance, Economics, Accounting, or Mathematics or equivalent professional experience • Two or more years of professional experience in management consulting, investment banking, or sell-side equity research program or similar role in financial planning and analysis or corporate development within a public company PREFERRED QUALIFICATIONS • Progress toward Chartered Financial Analyst qualification • Consulting, operations analysis, or statistics experience • Experience providing financial and analytical support to a capital intensive business KNOWLEDGE, SKILLS AND ABILITIES • Ability to organize, interpret, and draw appropriate conclusions from large volumes of data and to creatively present the information in a format that enables non-financial managers to easily understand the information. • An enthusiastic attitude in a team environment and ability to work independently. • High attention to detail and accuracy with strong written and oral communication skills • Strong initiative and creativity. • Interest in real estate, technology, and/or the data center industry is a plus. We conform to all the laws, statutes, and regulations concerning equal employment opportunities and affirmative action. We strongly encourage women, minorities, individuals with disabilities and veterans to apply to all of our job openings. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, sexual orientation, gender identity, or national origin, age, disability status, Genetic Information & Testing, Family & Medical Leave, protected veteran status, or any other characteristic protected by law. We prohibit retaliation against individuals who bring forth any complaint, orally or in writing, to the employer or the government, or against any individuals who assist or participate in the investigation of any complaint or discrimination claim.
03/24/2021
Full time
SUMMARY The Strategic Planning Senior Analyst partners with business leaders to operationalize the business to attain strategic goals and performance excellence. In this role, you are positioned to identify and monitor financial performance at each of our data centers and assist in the development and implementation of the optimal strategy across the portfolio. You play a critical role in the growth and development of future data center sites and are responsible for maintaining the company's long-term financial projections and financial modeling of potential and existing investments, including economic and market data evaluation. Partnership with Senior Leadership, Site Directors, Development and Accounting on overall data center operations, strategic projects and M&A activity is a key component of this role. RESPONSIBILITIES, other duties may be assigned • Consolidate varied reports, refine information, report out actionable insights, transform data and insights into action plans for data center leadership that will drive business objectives. • Support monthly and quarterly review of operational performance with the senior leadership team. • Collaborate with operations and development staff to identify, monitor and track key risks and opportunities at each data center site. • Maintain the company's long-term financial model incorporating input from finance and accounting, sales, development and operations. • Develop key performance metrics and dashboard to track the financial progress against the strategy. • Assist in the preparation of presentation materials for senior leadership and the Board of Directors • Compile and analyze financial information to support department operations and cost decisions. • Support strategic projects BASIC QUALIFICATIONS • Bachelor's degree preferably in Finance, Economics, Accounting, or Mathematics or equivalent professional experience • Two or more years of professional experience in management consulting, investment banking, or sell-side equity research program or similar role in financial planning and analysis or corporate development within a public company PREFERRED QUALIFICATIONS • Progress toward Chartered Financial Analyst qualification • Consulting, operations analysis, or statistics experience • Experience providing financial and analytical support to a capital intensive business KNOWLEDGE, SKILLS AND ABILITIES • Ability to organize, interpret, and draw appropriate conclusions from large volumes of data and to creatively present the information in a format that enables non-financial managers to easily understand the information. • An enthusiastic attitude in a team environment and ability to work independently. • High attention to detail and accuracy with strong written and oral communication skills • Strong initiative and creativity. • Interest in real estate, technology, and/or the data center industry is a plus. We conform to all the laws, statutes, and regulations concerning equal employment opportunities and affirmative action. We strongly encourage women, minorities, individuals with disabilities and veterans to apply to all of our job openings. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, sexual orientation, gender identity, or national origin, age, disability status, Genetic Information & Testing, Family & Medical Leave, protected veteran status, or any other characteristic protected by law. We prohibit retaliation against individuals who bring forth any complaint, orally or in writing, to the employer or the government, or against any individuals who assist or participate in the investigation of any complaint or discrimination claim.
Description About this role Your Team The Aladdin Product Group (APG) sits at the heart of BlackRock, responsible for crafting, building, and operating Aladdin. Being a member of APG means working with the smartest in the industry to build innovative products that shape financial markets. We are 1,400 strong and are passionate about using technology to tackle our clients' toughest problems! As a member of the Aladdin Product Management & Design team, you'll be closely connected with the marketplace, our client community, and BlackRock business strategy to drive product direction. Sitting at the intersection of business and technology, our team works closely with Aladdin developers and users to innovate, conceptualize, design and pilot new capabilities to simplify our clients' business problems. We recognize that strength comes from diversity, and will embrace your unique skills, curiosity, and passion while giving you the opportunity to grow technically and as an individual. Business Analysts within Aladdin Product Management & Design (APMD) team produce requirements that enable Aladdin's product offerings to be developed with high quality and efficiency. In this role, you will partner closely with business users, product managers, and engineers to ensure harmonization between business requirements and technical specifications. We are looking for Business Analysts to focus on distinct areas of investment lifecycle: Portfolio Management, Trading, Compliance, Investment Operations, Accounting, and Reporting. Your Responsibilities: * Work with project managers, product managers, technical leads, business owners and developers through the whole SDLC * Evaluate business processes, anticipating requirements, uncovering areas for improvement, and developing specifications for both near and longer-term solutions * Produce key artifacts including business and functional requirement documents, user acceptance test plans and test cases * Write user stories and release notes * Develop a deep understanding of the market, users, business problems, and opportunities * Attend all key agile development rituals such as stand-ups, grooming, planning, demos, and retrospectives You Have: * 3+ years as Business Analyst on software development projects * Strong interpersonal, problem-solving and planning skills, including ability to balance opposing priorities * Excellent written and verbal communication skills, including the ability to deliver presentations and communicate up and down the organization * Ability to set and maintain priorities in a multi-task environment * Experience in product demos, presentations and user training * Experience working in Agile SDLC * Ability to work and deliver results independently, self-starter * Investment Management domain knowledge/experience a plus Our benefits To help you stay energized, engaged and inspired, we offer a wide range of benefits including a strong retirement plan, tuition reimbursement, comprehensive healthcare, support for working parents and Flexible Time Off (FTO) so you can relax, recharge and be there for the people you care about. About BlackRock BlackRock's purpose is to help more and more people experience financial well-being. As a fiduciary to investors and a leading provider of financial technology, we help millions of people build savings that serve them throughout their lives by making investing easier and more affordable. For additional information on BlackRock, please visit | | LinkedIn: BlackRock is proud to be an Equal Opportunity and Affirmative Action Employer. We evaluate qualified applicants without regard to race, color, national origin, religion, sex, sexual orientation, gender identity, disability, protected veteran status, and other statuses protected by law. BlackRock will consider for employment qualified applicants with arrest or conviction records in a manner consistent with the requirements of the law, including any applicable fair chance law.
03/21/2021
Full time
Description About this role Your Team The Aladdin Product Group (APG) sits at the heart of BlackRock, responsible for crafting, building, and operating Aladdin. Being a member of APG means working with the smartest in the industry to build innovative products that shape financial markets. We are 1,400 strong and are passionate about using technology to tackle our clients' toughest problems! As a member of the Aladdin Product Management & Design team, you'll be closely connected with the marketplace, our client community, and BlackRock business strategy to drive product direction. Sitting at the intersection of business and technology, our team works closely with Aladdin developers and users to innovate, conceptualize, design and pilot new capabilities to simplify our clients' business problems. We recognize that strength comes from diversity, and will embrace your unique skills, curiosity, and passion while giving you the opportunity to grow technically and as an individual. Business Analysts within Aladdin Product Management & Design (APMD) team produce requirements that enable Aladdin's product offerings to be developed with high quality and efficiency. In this role, you will partner closely with business users, product managers, and engineers to ensure harmonization between business requirements and technical specifications. We are looking for Business Analysts to focus on distinct areas of investment lifecycle: Portfolio Management, Trading, Compliance, Investment Operations, Accounting, and Reporting. Your Responsibilities: * Work with project managers, product managers, technical leads, business owners and developers through the whole SDLC * Evaluate business processes, anticipating requirements, uncovering areas for improvement, and developing specifications for both near and longer-term solutions * Produce key artifacts including business and functional requirement documents, user acceptance test plans and test cases * Write user stories and release notes * Develop a deep understanding of the market, users, business problems, and opportunities * Attend all key agile development rituals such as stand-ups, grooming, planning, demos, and retrospectives You Have: * 3+ years as Business Analyst on software development projects * Strong interpersonal, problem-solving and planning skills, including ability to balance opposing priorities * Excellent written and verbal communication skills, including the ability to deliver presentations and communicate up and down the organization * Ability to set and maintain priorities in a multi-task environment * Experience in product demos, presentations and user training * Experience working in Agile SDLC * Ability to work and deliver results independently, self-starter * Investment Management domain knowledge/experience a plus Our benefits To help you stay energized, engaged and inspired, we offer a wide range of benefits including a strong retirement plan, tuition reimbursement, comprehensive healthcare, support for working parents and Flexible Time Off (FTO) so you can relax, recharge and be there for the people you care about. About BlackRock BlackRock's purpose is to help more and more people experience financial well-being. As a fiduciary to investors and a leading provider of financial technology, we help millions of people build savings that serve them throughout their lives by making investing easier and more affordable. For additional information on BlackRock, please visit | | LinkedIn: BlackRock is proud to be an Equal Opportunity and Affirmative Action Employer. We evaluate qualified applicants without regard to race, color, national origin, religion, sex, sexual orientation, gender identity, disability, protected veteran status, and other statuses protected by law. BlackRock will consider for employment qualified applicants with arrest or conviction records in a manner consistent with the requirements of the law, including any applicable fair chance law.
New York Life Partner New York Life is looking to add qualified leaders to effectively embrace, contribute and support the field offices plan to recruit, select, train and develop financial professionals in an effort to grow that offices revenues and productivity results on a year-by-year basis. Your experience: You have a proven track record of success within the industry as a 2nd Line Manager or Personal Producer. Experience recruiting a team of sales professionals utilizing personal warm markets and cold sources including social media, job board resources, recruiting events/ networking events, referrals, leveraging 3rd party recruiting vendors, etc. Experience with sales training and employee development. Fully licensed Series 7 and 24 (or the ability to obtain these licenses within 6 months in the role). Relevant college degree Major responsibilities: You will actively select and recruit new and experienced financial professionals to the company. Train and develop both existing and future financial professionals on company selling process and product portfolio Monitor and measure performance to increase productivity, retention and overall success. Facts: New York Life is among the strongest and most respected financial companies in the world. New York Life has received the highest financial strength ratings currently awarded to any U.S. life insurer by each of the four major rating companies: A.M. Best (A++), Standard & Poor s (AA+), Moody s Investors Service (Aaa), and Fitch (AAA) according to Third Party Reports as of 7/30/18. For 65 Consecutive years, we have led the Million Dollar Round Table with more members than any other insurance and financial institution in the world1. New York Life has been recognized as one of the World s Most Admired Companies by Fortune Magazine for 20192. Mission statement and values: Our Mission is to provide financial security and peace of mind through our insurance, annuity and investment solutions. We act with integrity and humanity in all our interactions with our policy owners, business partners, and one another. Grounded in both confidence and humility, we serve as stewards for the long term. We are here for good , reflecting both the permanence of New York Life and our commitment to do the right thing in business and society. Everything we do has one overriding purpose: to be there when our policy owners need us. About New York Life As a mutual company, we are accountable only to you. That means we are fully aligned with our policy owners, not with outside investors or Wall Street. This allows us to focus on delivering lifelong value to our customers. As a mutual company, with no investors or outside owners, New York Life is uniquely aligned with our clients interests and priorities. New York Life has been around for over 174 years of industry success. We are a Fortune 100 company and are ranked No. 71 on the Fortune 500 in 2019. New York Life is the Largest Mutual Insurer in the U.S3. New York Life has the highest financial strength ratings currently awarded to any U.S. life insurer from all four of the major credit rating agencies: A.M. Best (A++), Fitch (AAA), Moody s Investors Service (Aaa), Standard & Poor s (AA+) Source: Individual Third-Party Ratings Reports as of 7/30/18. We have been in business since 1845, and we have a long and impressive track record of helping generations of Americans protect their families and attain their financial goals. That passion and commitment to protection have continued unabated for nearly two centuries. We ve seen the nation evolve and events that have affected the lives of Americans: from the Civil War, to the 1906 San Francisco earthquake, to the 1929 stock market crash, to September 11, 2001, to Hurricane Katrina in 2005. What does this mean? It means that New York Life is resilient and able to thrive in all economic conditions. This means we ll always be there for our policy owners, and for future generations. 1MDRT (Million Dollar Round Table) is recognized throughout the industry as the standard of excellence in life insurance sales performance. SOURCE: MDRT as of 7/1/2019 2Based on Fortune Magazine Worlds Most Admired Companies 2019 ranking To determine the best-regarded companies in 52 industries, Korn Ferry asked executives, directors, and analysts to rate enterprises in their own industry on nine criteria, from investment value and quality of management and products to social responsibility and ability to attract talent. A company s score must rank in the top half of its industry survey to be listed. Life and Health 3 Based on revenue as reported by Fortune 500 ranked within Industries, Insurance: Life, Health (Mutual), Fortune magazine, 6/1/19. For methodology, please see New York Life Insurance Company is an equal opportunity employer M/F/Veteran/Disability/Sexual Orientation/Gender Identity. SMRU exp 7/1/20 Associated topics: call center, commission, healthcare, inside sales, insurance agent, lead sales agent, life insurance sales, retail, sales, sales representative
03/17/2021
Full time
New York Life Partner New York Life is looking to add qualified leaders to effectively embrace, contribute and support the field offices plan to recruit, select, train and develop financial professionals in an effort to grow that offices revenues and productivity results on a year-by-year basis. Your experience: You have a proven track record of success within the industry as a 2nd Line Manager or Personal Producer. Experience recruiting a team of sales professionals utilizing personal warm markets and cold sources including social media, job board resources, recruiting events/ networking events, referrals, leveraging 3rd party recruiting vendors, etc. Experience with sales training and employee development. Fully licensed Series 7 and 24 (or the ability to obtain these licenses within 6 months in the role). Relevant college degree Major responsibilities: You will actively select and recruit new and experienced financial professionals to the company. Train and develop both existing and future financial professionals on company selling process and product portfolio Monitor and measure performance to increase productivity, retention and overall success. Facts: New York Life is among the strongest and most respected financial companies in the world. New York Life has received the highest financial strength ratings currently awarded to any U.S. life insurer by each of the four major rating companies: A.M. Best (A++), Standard & Poor s (AA+), Moody s Investors Service (Aaa), and Fitch (AAA) according to Third Party Reports as of 7/30/18. For 65 Consecutive years, we have led the Million Dollar Round Table with more members than any other insurance and financial institution in the world1. New York Life has been recognized as one of the World s Most Admired Companies by Fortune Magazine for 20192. Mission statement and values: Our Mission is to provide financial security and peace of mind through our insurance, annuity and investment solutions. We act with integrity and humanity in all our interactions with our policy owners, business partners, and one another. Grounded in both confidence and humility, we serve as stewards for the long term. We are here for good , reflecting both the permanence of New York Life and our commitment to do the right thing in business and society. Everything we do has one overriding purpose: to be there when our policy owners need us. About New York Life As a mutual company, we are accountable only to you. That means we are fully aligned with our policy owners, not with outside investors or Wall Street. This allows us to focus on delivering lifelong value to our customers. As a mutual company, with no investors or outside owners, New York Life is uniquely aligned with our clients interests and priorities. New York Life has been around for over 174 years of industry success. We are a Fortune 100 company and are ranked No. 71 on the Fortune 500 in 2019. New York Life is the Largest Mutual Insurer in the U.S3. New York Life has the highest financial strength ratings currently awarded to any U.S. life insurer from all four of the major credit rating agencies: A.M. Best (A++), Fitch (AAA), Moody s Investors Service (Aaa), Standard & Poor s (AA+) Source: Individual Third-Party Ratings Reports as of 7/30/18. We have been in business since 1845, and we have a long and impressive track record of helping generations of Americans protect their families and attain their financial goals. That passion and commitment to protection have continued unabated for nearly two centuries. We ve seen the nation evolve and events that have affected the lives of Americans: from the Civil War, to the 1906 San Francisco earthquake, to the 1929 stock market crash, to September 11, 2001, to Hurricane Katrina in 2005. What does this mean? It means that New York Life is resilient and able to thrive in all economic conditions. This means we ll always be there for our policy owners, and for future generations. 1MDRT (Million Dollar Round Table) is recognized throughout the industry as the standard of excellence in life insurance sales performance. SOURCE: MDRT as of 7/1/2019 2Based on Fortune Magazine Worlds Most Admired Companies 2019 ranking To determine the best-regarded companies in 52 industries, Korn Ferry asked executives, directors, and analysts to rate enterprises in their own industry on nine criteria, from investment value and quality of management and products to social responsibility and ability to attract talent. A company s score must rank in the top half of its industry survey to be listed. Life and Health 3 Based on revenue as reported by Fortune 500 ranked within Industries, Insurance: Life, Health (Mutual), Fortune magazine, 6/1/19. For methodology, please see New York Life Insurance Company is an equal opportunity employer M/F/Veteran/Disability/Sexual Orientation/Gender Identity. SMRU exp 7/1/20 Associated topics: call center, commission, healthcare, inside sales, insurance agent, lead sales agent, life insurance sales, retail, sales, sales representative
New York Life Partner New York Life is looking to add qualified leaders to effectively embrace, contribute and support the field offices plan to recruit, select, train and develop financial professionals in an effort to grow that offices revenues and productivity results on a year-by-year basis. Your experience: You have a proven track record of success within the industry as a 2nd Line Manager or Personal Producer. Experience recruiting a team of sales professionals utilizing personal warm markets and cold sources including social media, job board resources, recruiting events/ networking events, referrals, leveraging 3rd party recruiting vendors, etc. Experience with sales training and employee development. Fully licensed Series 7 and 24 (or the ability to obtain these licenses within 6 months in the role). Relevant college degree Major responsibilities: You will actively select and recruit new and experienced financial professionals to the company. Train and develop both existing and future financial professionals on company selling process and product portfolio Monitor and measure performance to increase productivity, retention and overall success. Facts: New York Life is among the strongest and most respected financial companies in the world. New York Life has received the highest financial strength ratings currently awarded to any U.S. life insurer by each of the four major rating companies: A.M. Best (A++), Standard & Poor s (AA+), Moody s Investors Service (Aaa), and Fitch (AAA) according to Third Party Reports as of 7/30/18. For 65 Consecutive years, we have led the Million Dollar Round Table with more members than any other insurance and financial institution in the world1. New York Life has been recognized as one of the World s Most Admired Companies by Fortune Magazine for 20192. Mission statement and values: Our Mission is to provide financial security and peace of mind through our insurance, annuity and investment solutions. We act with integrity and humanity in all our interactions with our policy owners, business partners, and one another. Grounded in both confidence and humility, we serve as stewards for the long term. We are here for good , reflecting both the permanence of New York Life and our commitment to do the right thing in business and society. Everything we do has one overriding purpose: to be there when our policy owners need us. About New York Life As a mutual company, we are accountable only to you. That means we are fully aligned with our policy owners, not with outside investors or Wall Street. This allows us to focus on delivering lifelong value to our customers. As a mutual company, with no investors or outside owners, New York Life is uniquely aligned with our clients interests and priorities. New York Life has been around for over 174 years of industry success. We are a Fortune 100 company and are ranked No. 71 on the Fortune 500 in 2019. New York Life is the Largest Mutual Insurer in the U.S3. New York Life has the highest financial strength ratings currently awarded to any U.S. life insurer from all four of the major credit rating agencies: A.M. Best (A++), Fitch (AAA), Moody s Investors Service (Aaa), Standard & Poor s (AA+) Source: Individual Third-Party Ratings Reports as of 7/30/18. We have been in business since 1845, and we have a long and impressive track record of helping generations of Americans protect their families and attain their financial goals. That passion and commitment to protection have continued unabated for nearly two centuries. We ve seen the nation evolve and events that have affected the lives of Americans: from the Civil War, to the 1906 San Francisco earthquake, to the 1929 stock market crash, to September 11, 2001, to Hurricane Katrina in 2005. What does this mean? It means that New York Life is resilient and able to thrive in all economic conditions. This means we ll always be there for our policy owners, and for future generations. 1MDRT (Million Dollar Round Table) is recognized throughout the industry as the standard of excellence in life insurance sales performance. SOURCE: MDRT as of 7/1/2019 2Based on Fortune Magazine Worlds Most Admired Companies 2019 ranking To determine the best-regarded companies in 52 industries, Korn Ferry asked executives, directors, and analysts to rate enterprises in their own industry on nine criteria, from investment value and quality of management and products to social responsibility and ability to attract talent. A company s score must rank in the top half of its industry survey to be listed. Life and Health 3 Based on revenue as reported by Fortune 500 ranked within Industries, Insurance: Life, Health (Mutual), Fortune magazine, 6/1/19. For methodology, please see New York Life Insurance Company is an equal opportunity employer M/F/Veteran/Disability/Sexual Orientation/Gender Identity. SMRU exp 7/1/20 Associated topics: call center, commission, customer, guest, inside sales, outside sales, phone, sales, sales agent, sales associate
03/16/2021
Full time
New York Life Partner New York Life is looking to add qualified leaders to effectively embrace, contribute and support the field offices plan to recruit, select, train and develop financial professionals in an effort to grow that offices revenues and productivity results on a year-by-year basis. Your experience: You have a proven track record of success within the industry as a 2nd Line Manager or Personal Producer. Experience recruiting a team of sales professionals utilizing personal warm markets and cold sources including social media, job board resources, recruiting events/ networking events, referrals, leveraging 3rd party recruiting vendors, etc. Experience with sales training and employee development. Fully licensed Series 7 and 24 (or the ability to obtain these licenses within 6 months in the role). Relevant college degree Major responsibilities: You will actively select and recruit new and experienced financial professionals to the company. Train and develop both existing and future financial professionals on company selling process and product portfolio Monitor and measure performance to increase productivity, retention and overall success. Facts: New York Life is among the strongest and most respected financial companies in the world. New York Life has received the highest financial strength ratings currently awarded to any U.S. life insurer by each of the four major rating companies: A.M. Best (A++), Standard & Poor s (AA+), Moody s Investors Service (Aaa), and Fitch (AAA) according to Third Party Reports as of 7/30/18. For 65 Consecutive years, we have led the Million Dollar Round Table with more members than any other insurance and financial institution in the world1. New York Life has been recognized as one of the World s Most Admired Companies by Fortune Magazine for 20192. Mission statement and values: Our Mission is to provide financial security and peace of mind through our insurance, annuity and investment solutions. We act with integrity and humanity in all our interactions with our policy owners, business partners, and one another. Grounded in both confidence and humility, we serve as stewards for the long term. We are here for good , reflecting both the permanence of New York Life and our commitment to do the right thing in business and society. Everything we do has one overriding purpose: to be there when our policy owners need us. About New York Life As a mutual company, we are accountable only to you. That means we are fully aligned with our policy owners, not with outside investors or Wall Street. This allows us to focus on delivering lifelong value to our customers. As a mutual company, with no investors or outside owners, New York Life is uniquely aligned with our clients interests and priorities. New York Life has been around for over 174 years of industry success. We are a Fortune 100 company and are ranked No. 71 on the Fortune 500 in 2019. New York Life is the Largest Mutual Insurer in the U.S3. New York Life has the highest financial strength ratings currently awarded to any U.S. life insurer from all four of the major credit rating agencies: A.M. Best (A++), Fitch (AAA), Moody s Investors Service (Aaa), Standard & Poor s (AA+) Source: Individual Third-Party Ratings Reports as of 7/30/18. We have been in business since 1845, and we have a long and impressive track record of helping generations of Americans protect their families and attain their financial goals. That passion and commitment to protection have continued unabated for nearly two centuries. We ve seen the nation evolve and events that have affected the lives of Americans: from the Civil War, to the 1906 San Francisco earthquake, to the 1929 stock market crash, to September 11, 2001, to Hurricane Katrina in 2005. What does this mean? It means that New York Life is resilient and able to thrive in all economic conditions. This means we ll always be there for our policy owners, and for future generations. 1MDRT (Million Dollar Round Table) is recognized throughout the industry as the standard of excellence in life insurance sales performance. SOURCE: MDRT as of 7/1/2019 2Based on Fortune Magazine Worlds Most Admired Companies 2019 ranking To determine the best-regarded companies in 52 industries, Korn Ferry asked executives, directors, and analysts to rate enterprises in their own industry on nine criteria, from investment value and quality of management and products to social responsibility and ability to attract talent. A company s score must rank in the top half of its industry survey to be listed. Life and Health 3 Based on revenue as reported by Fortune 500 ranked within Industries, Insurance: Life, Health (Mutual), Fortune magazine, 6/1/19. For methodology, please see New York Life Insurance Company is an equal opportunity employer M/F/Veteran/Disability/Sexual Orientation/Gender Identity. SMRU exp 7/1/20 Associated topics: call center, commission, customer, guest, inside sales, outside sales, phone, sales, sales agent, sales associate