About Us Wellington Management offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our investment solutions, tailored to the unique return and risk objectives of institutional clients in more than 60 countries, draw on a robust body of proprietary research and a collaborative culture that encourages independent thought and healthy debate. As a private partnership, we believe our ownership structure fosters a long-term view that aligns our perspectives with those of our clients. About the Role Company : Wellington Management Company LLP Location : 280 Congress Street, Boston, MA 02210 Position Title : Senior Systems Analyst Job Description : Contribute to the implementation of the firm's Investment Book of Record (IBOR) platform. Partner with the Wellington InvesTech Business Team as well as other members of the technology team to document the requirements and functional design for new features supporting all asset classes and investment products. Work closely with the software development and quality assurance teams throughout the software development lifecycle to ensure that testing is comprehensive and that requirements are fully met. Investigate and assist with the resolution of data and processing issues. Provide business analysis support for bi-monthly production releases. Coordinate the efforts required of internal business and technology partners to assist with testing, deployment, training, and support. Position is based in Boston office, however, telecommuting from a home office may also be allowed. Job Requirements : Master's degree (or foreign equivalent) in Computer Science, Information Systems, Mathematics, Statistics, or a directly related field, plus two (2) years of business analysis or systems analysis experience in an investment management or financial services environment. Must have 2 years of experience in each of the following (experience may be gained concurrently): Fixed Income, Derivative, and Equity instruments, including common stocks, bonds (government, corporate, or municipal), and derivatives (forwards, futures, options, or swaps) Experience with business systems and data analysis in an asset management environment, including demonstrating an understanding of dimensional (reference data), fact-based (analytics, positions, or transactions), portfolio accounting, and performance attribution data sets Documenting business requirements and functional design for new systems or enhancements to existing systems Navigating relational databases, including Oracle, MySQL, Snowflake, or Redshift, to investigate and resolve investment data issues Coding and debugging SQL queries, including inner and outer joins Must have 1 year of experience in each of the following (experience may be gained concurrently): Navigating non-SQL data repositories using web services via Python, Postman, or similar tools to investigate and resolve investment data issues Leveraging Agile software development/project management practices using Jira or similar tools Will accept a Bachelor's degree (or foreign equivalent) plus five (5) years of business analysis or systems analysis experience in an investment management or financial services environment role in lieu of a Master's degree plus two (2) years of experience. 40 hours/week, 9:00am-5:00pm, $140,000 - 160,000/year. To apply, submit resume on-line or send to (Req ). Not sure you meet 100% of our qualifications? That's ok. If you believe that you could excel in this role, we encourage you to apply and welcome a chance to review your background. We are dedicated to building and maintaining a diversified workforce and considering a broad array of candidates with a variety of skill, workplace experiences, and backgrounds. As an equal opportunity employer, Wellington Management ensures that all qualified applicants will receive equal consideration for employment without regard to race, color, sex, sexual orientation, gender identity, gender expression, religion, creed, national origin, age, ancestry, disability (physical or mental), medical condition, citizenship, marital status, pregnancy, veteran or military status, genetic information or any other characteristic protected by applicable law . If you are a candidate with a disability, or are assisting a candidate with a disability, and require an accommodation to apply for one of our jobs, please email us at .
04/19/2024
Full time
About Us Wellington Management offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our investment solutions, tailored to the unique return and risk objectives of institutional clients in more than 60 countries, draw on a robust body of proprietary research and a collaborative culture that encourages independent thought and healthy debate. As a private partnership, we believe our ownership structure fosters a long-term view that aligns our perspectives with those of our clients. About the Role Company : Wellington Management Company LLP Location : 280 Congress Street, Boston, MA 02210 Position Title : Senior Systems Analyst Job Description : Contribute to the implementation of the firm's Investment Book of Record (IBOR) platform. Partner with the Wellington InvesTech Business Team as well as other members of the technology team to document the requirements and functional design for new features supporting all asset classes and investment products. Work closely with the software development and quality assurance teams throughout the software development lifecycle to ensure that testing is comprehensive and that requirements are fully met. Investigate and assist with the resolution of data and processing issues. Provide business analysis support for bi-monthly production releases. Coordinate the efforts required of internal business and technology partners to assist with testing, deployment, training, and support. Position is based in Boston office, however, telecommuting from a home office may also be allowed. Job Requirements : Master's degree (or foreign equivalent) in Computer Science, Information Systems, Mathematics, Statistics, or a directly related field, plus two (2) years of business analysis or systems analysis experience in an investment management or financial services environment. Must have 2 years of experience in each of the following (experience may be gained concurrently): Fixed Income, Derivative, and Equity instruments, including common stocks, bonds (government, corporate, or municipal), and derivatives (forwards, futures, options, or swaps) Experience with business systems and data analysis in an asset management environment, including demonstrating an understanding of dimensional (reference data), fact-based (analytics, positions, or transactions), portfolio accounting, and performance attribution data sets Documenting business requirements and functional design for new systems or enhancements to existing systems Navigating relational databases, including Oracle, MySQL, Snowflake, or Redshift, to investigate and resolve investment data issues Coding and debugging SQL queries, including inner and outer joins Must have 1 year of experience in each of the following (experience may be gained concurrently): Navigating non-SQL data repositories using web services via Python, Postman, or similar tools to investigate and resolve investment data issues Leveraging Agile software development/project management practices using Jira or similar tools Will accept a Bachelor's degree (or foreign equivalent) plus five (5) years of business analysis or systems analysis experience in an investment management or financial services environment role in lieu of a Master's degree plus two (2) years of experience. 40 hours/week, 9:00am-5:00pm, $140,000 - 160,000/year. To apply, submit resume on-line or send to (Req ). Not sure you meet 100% of our qualifications? That's ok. If you believe that you could excel in this role, we encourage you to apply and welcome a chance to review your background. We are dedicated to building and maintaining a diversified workforce and considering a broad array of candidates with a variety of skill, workplace experiences, and backgrounds. As an equal opportunity employer, Wellington Management ensures that all qualified applicants will receive equal consideration for employment without regard to race, color, sex, sexual orientation, gender identity, gender expression, religion, creed, national origin, age, ancestry, disability (physical or mental), medical condition, citizenship, marital status, pregnancy, veteran or military status, genetic information or any other characteristic protected by applicable law . If you are a candidate with a disability, or are assisting a candidate with a disability, and require an accommodation to apply for one of our jobs, please email us at .
PIMCO is a global leader in active fixed income with deep expertise across public and private markets. We invest our clients' capital across a range of fixed income and credit opportunities, leveraging our decades of experience navigating complex debt markets. Our flexible capital base and deep relationships with issuers have helped us become one of the world's largest providers of traditional and nontraditional solutions for companies that need financing and investors who seek strong risk-adjusted returns. Since 1971, our people have shaped our organization through a high-performance inclusive culture, in which we celebrate diverse thinking. We invest in our people and strive to imprint our CORE values of Collaboration, Openness, Responsibility and Excellence. We believe each of us is here to help others succeed and this has led to PIMCO being recognized as an innovator, industry thought leader and trusted advisor to our clients. JOB DESCRIPTION PIMCO Strategists are investment professionals that specialize in a market sector, investment style, or investment vehicle including ETFs, Closed End Funds, and Private strategies. They are recognized internally and externally as experts in their area. Strategists use their highly specialized knowledge of financial markets, investment vehicles, and client demand across institutional and retail channels to lead business opportunities akin to running a focused global business unit within PIMCO. This includes helping raise capital for new and existing investment solutions and ensuring that PIMCO has the appropriate suite of products to meet client demand and market opportunities. Typical Strategist teams have 3 to 7 people, split between senior Strategists and Associates and Analysts who provide reporting and analytical support. PIMCO's Product Strategist team covers global and regional fixed income strategies with diversified exposures, either with a benchmark orientation or with a flexible approach. These products help investors to meet varying needs such as generating income, preserving capital, and improving overall portfolio diversification. Strategist Responsibilities: The strategies should have expertise in ETF solutions, business development, and the competitive landscape. Set the business strategy and identify demand for new products; develop, position and support those products Develop investment solutions and structures, while taking into account local regulatory rules and constraints Work with investors and their advisors to identify and assess investment needs and recommend suitable investment strategies and solutions The strategist acts as an extension of our investment team acting as the client facing ETF solutions authority representing our investment capabilities to our intermediary clients. I Develop a strong partnership with the portfolio management teams to maintain in-depth knowledge of fixed income markets and PIMCO portfolios, serving as an expert to relationship managers and marketers Represent PIMCO's ETF strategies externally at client meetings, industry conferences and meetings with other market participants globally Develop marketing, servicing and educational materials, including client presentations, white papers, and other thought leadership materials for publication Help oversee and lead a team of 1-2 Product Associates and Analysts REQUIREMENTS 7-10 years of relevant work experience in asset management with a focus on ETFs An MBA degree with an emphasis in Finance and Economics or an equivalent advanced degree Robust understanding of macroeconomics and fixed income markets Aptitude in analyzing and communicating portfolio strategy and risk factors Enthusiasm for the financial markets and investment management Understanding of the various channels of demand and distribution for fixed income products Strong verbal and written communication skills Aptitude for public speaking in both formal and informal settings, in front of different types of small or large audiences Entrepreneurial drive to build a business coupled with the ability to be a cooperative teammate High level of organizational skills and the ability to prioritize work according to business needs Clear commitment to PIMCO's culture, values and investment approach CFA desired PIMCO follows a total compensation approach when rewarding employees which includes a base salary and a discretionary bonus. Base salary is the fixed component of compensation that is determined by core job responsibilities, relevant experience, internal level, and market factors. The discretionary bonus is used to award performance and therefore is determined by company, business, team, and individual performance. Salary Range: $ 175,000.00 - $ 240,000.00 Equal Employment Opportunity and Affirmative Action Statement PIMCO recruits and hires qualified candidates without regard to race, national origin, ancestry, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), sexual orientation, gender (including gender identity and expression), age, military or veteran status, disability (physical or mental), any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other basis such as medical condition, or marital status under applicable laws. Applicants with Disabilities PIMCO is an Equal Employment Opportunity/Affirmative Action employer. We provide reasonable accommodation for qualified individuals with disabilities, including veterans, in job application procedures. If you have any difficulty using our online system due to a disability and you would like to request an accommodation, you may contact us at and leave a message. This is a dedicated line designed exclusively to assist job seekers with disabilities to apply online. Only messages left for this purpose will be considered. A response to your request may take up to two business days.
04/18/2024
Full time
PIMCO is a global leader in active fixed income with deep expertise across public and private markets. We invest our clients' capital across a range of fixed income and credit opportunities, leveraging our decades of experience navigating complex debt markets. Our flexible capital base and deep relationships with issuers have helped us become one of the world's largest providers of traditional and nontraditional solutions for companies that need financing and investors who seek strong risk-adjusted returns. Since 1971, our people have shaped our organization through a high-performance inclusive culture, in which we celebrate diverse thinking. We invest in our people and strive to imprint our CORE values of Collaboration, Openness, Responsibility and Excellence. We believe each of us is here to help others succeed and this has led to PIMCO being recognized as an innovator, industry thought leader and trusted advisor to our clients. JOB DESCRIPTION PIMCO Strategists are investment professionals that specialize in a market sector, investment style, or investment vehicle including ETFs, Closed End Funds, and Private strategies. They are recognized internally and externally as experts in their area. Strategists use their highly specialized knowledge of financial markets, investment vehicles, and client demand across institutional and retail channels to lead business opportunities akin to running a focused global business unit within PIMCO. This includes helping raise capital for new and existing investment solutions and ensuring that PIMCO has the appropriate suite of products to meet client demand and market opportunities. Typical Strategist teams have 3 to 7 people, split between senior Strategists and Associates and Analysts who provide reporting and analytical support. PIMCO's Product Strategist team covers global and regional fixed income strategies with diversified exposures, either with a benchmark orientation or with a flexible approach. These products help investors to meet varying needs such as generating income, preserving capital, and improving overall portfolio diversification. Strategist Responsibilities: The strategies should have expertise in ETF solutions, business development, and the competitive landscape. Set the business strategy and identify demand for new products; develop, position and support those products Develop investment solutions and structures, while taking into account local regulatory rules and constraints Work with investors and their advisors to identify and assess investment needs and recommend suitable investment strategies and solutions The strategist acts as an extension of our investment team acting as the client facing ETF solutions authority representing our investment capabilities to our intermediary clients. I Develop a strong partnership with the portfolio management teams to maintain in-depth knowledge of fixed income markets and PIMCO portfolios, serving as an expert to relationship managers and marketers Represent PIMCO's ETF strategies externally at client meetings, industry conferences and meetings with other market participants globally Develop marketing, servicing and educational materials, including client presentations, white papers, and other thought leadership materials for publication Help oversee and lead a team of 1-2 Product Associates and Analysts REQUIREMENTS 7-10 years of relevant work experience in asset management with a focus on ETFs An MBA degree with an emphasis in Finance and Economics or an equivalent advanced degree Robust understanding of macroeconomics and fixed income markets Aptitude in analyzing and communicating portfolio strategy and risk factors Enthusiasm for the financial markets and investment management Understanding of the various channels of demand and distribution for fixed income products Strong verbal and written communication skills Aptitude for public speaking in both formal and informal settings, in front of different types of small or large audiences Entrepreneurial drive to build a business coupled with the ability to be a cooperative teammate High level of organizational skills and the ability to prioritize work according to business needs Clear commitment to PIMCO's culture, values and investment approach CFA desired PIMCO follows a total compensation approach when rewarding employees which includes a base salary and a discretionary bonus. Base salary is the fixed component of compensation that is determined by core job responsibilities, relevant experience, internal level, and market factors. The discretionary bonus is used to award performance and therefore is determined by company, business, team, and individual performance. Salary Range: $ 175,000.00 - $ 240,000.00 Equal Employment Opportunity and Affirmative Action Statement PIMCO recruits and hires qualified candidates without regard to race, national origin, ancestry, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), sexual orientation, gender (including gender identity and expression), age, military or veteran status, disability (physical or mental), any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other basis such as medical condition, or marital status under applicable laws. Applicants with Disabilities PIMCO is an Equal Employment Opportunity/Affirmative Action employer. We provide reasonable accommodation for qualified individuals with disabilities, including veterans, in job application procedures. If you have any difficulty using our online system due to a disability and you would like to request an accommodation, you may contact us at and leave a message. This is a dedicated line designed exclusively to assist job seekers with disabilities to apply online. Only messages left for this purpose will be considered. A response to your request may take up to two business days.
Why USAA? Let's do something that really matters. At USAA, we have an important mission: facilitating the financial security of millions of U.S. military members and their families. Not all of our employees served in our nation's military, but we all share in the mission to give back to those who did. We're working as one to build a great experience and make a real impact for our members. We believe in our core values of honesty, integrity, loyalty and service. They're what guides everything we do - from how we treat our members to how we treat each other. Come be a part of what makes us so special! As a dedicated Fraud Prevention and Detection Specialist Senior you provide the team with expert knowledge of fraud policies, processes, and systems as well as shares industry best practices to promote deepening of their business acumen. Provides support and advice for Detection Analysts with questions and concerns. Analyzes high risk financial and non-financial transactions and quickly detect and prevents fraudulent activities for a vast range of enterprise products and services. Actively participates in and sometimes leads knowledge sharing sessions with internal peers. Frequently prepares and presents cases of interest to department leaders. This hybrid role requires an individual to be in the office 3 days per week. This position is based in the following locations San Antonio, Tx. and Phoenix, AZ. Relocation assistance is not available for this position. Work Hours between Monday - Sunday -7:00 am - 9:00 pm CST, (40 hour work week) and 2 mandatory holidays per year. The Opportunity What you'll do: Serves as a subject matter expert on a variety of fraud management tools and systems used to identify and investigate suspicious financial and non-financial activity on a vast range of products and services. Serves as a subject matter expert for Fraud Prevention and Detection processes by providing input on business requirements for projects or process changes and/or updates as needed. Responsible for researching and providing detailed analysis in a timely manner to the appropriate area in the appropriate format. Initiates contact with members to review suspicious activity; and if necessary, takes appropriate actions to mitigate the risk and protect the member's assets. Responsible for assisting teammates with difficult calls and escalations. Possesses multi product, system, and/or process knowledge and effectively uses it to prevent, detect and mitigate fraudulent activity across multiple products and services. Utilizes appropriate tools and procedures to report confirmed fraud and associated trends and occasionally participates in working sessions with the strategy team to enhance existing alerts. Applies extensive knowledge of the business, its products, and processes and actively provides improvement opportunities and recommended solutions to improve the effectiveness or efficiency of fraud prevention and detection. Provides guidance and mentoring to peers and serves as a resource to team members on escalated issues. Performs quality reviews and provides timely feedback to management. Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: High School Diploma or General Equivalency Diploma required. 4 years of fraud prevention/detection experience in a financial services environment. Strong working knowledge of bank operations, fraudulent review, and regulations that relate to funds availability, check kiting and check fraud. Strong attention to detail and high concern for data privacy and accuracy. Comprehensive knowledge of the Bank's fraud prevention controls, risk processes, systems and data environments. Advanced knowledge of Microsoft Office products. General knowledge of REG CC, REG E, or REG Z Certificates and Designations Association of Certified Fraud Examiners (ACFE) preferred fraudulent activities for a wide range of enterprise financial products and services. Knowledge of federal laws, rules, and regulations to include: Reg CC, Reg E The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. What we offer: Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. The salary range for this position is: $51,900.00 - $98,440.00 Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, please visit our benefits page on Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
04/13/2024
Full time
Why USAA? Let's do something that really matters. At USAA, we have an important mission: facilitating the financial security of millions of U.S. military members and their families. Not all of our employees served in our nation's military, but we all share in the mission to give back to those who did. We're working as one to build a great experience and make a real impact for our members. We believe in our core values of honesty, integrity, loyalty and service. They're what guides everything we do - from how we treat our members to how we treat each other. Come be a part of what makes us so special! As a dedicated Fraud Prevention and Detection Specialist Senior you provide the team with expert knowledge of fraud policies, processes, and systems as well as shares industry best practices to promote deepening of their business acumen. Provides support and advice for Detection Analysts with questions and concerns. Analyzes high risk financial and non-financial transactions and quickly detect and prevents fraudulent activities for a vast range of enterprise products and services. Actively participates in and sometimes leads knowledge sharing sessions with internal peers. Frequently prepares and presents cases of interest to department leaders. This hybrid role requires an individual to be in the office 3 days per week. This position is based in the following locations San Antonio, Tx. and Phoenix, AZ. Relocation assistance is not available for this position. Work Hours between Monday - Sunday -7:00 am - 9:00 pm CST, (40 hour work week) and 2 mandatory holidays per year. The Opportunity What you'll do: Serves as a subject matter expert on a variety of fraud management tools and systems used to identify and investigate suspicious financial and non-financial activity on a vast range of products and services. Serves as a subject matter expert for Fraud Prevention and Detection processes by providing input on business requirements for projects or process changes and/or updates as needed. Responsible for researching and providing detailed analysis in a timely manner to the appropriate area in the appropriate format. Initiates contact with members to review suspicious activity; and if necessary, takes appropriate actions to mitigate the risk and protect the member's assets. Responsible for assisting teammates with difficult calls and escalations. Possesses multi product, system, and/or process knowledge and effectively uses it to prevent, detect and mitigate fraudulent activity across multiple products and services. Utilizes appropriate tools and procedures to report confirmed fraud and associated trends and occasionally participates in working sessions with the strategy team to enhance existing alerts. Applies extensive knowledge of the business, its products, and processes and actively provides improvement opportunities and recommended solutions to improve the effectiveness or efficiency of fraud prevention and detection. Provides guidance and mentoring to peers and serves as a resource to team members on escalated issues. Performs quality reviews and provides timely feedback to management. Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: High School Diploma or General Equivalency Diploma required. 4 years of fraud prevention/detection experience in a financial services environment. Strong working knowledge of bank operations, fraudulent review, and regulations that relate to funds availability, check kiting and check fraud. Strong attention to detail and high concern for data privacy and accuracy. Comprehensive knowledge of the Bank's fraud prevention controls, risk processes, systems and data environments. Advanced knowledge of Microsoft Office products. General knowledge of REG CC, REG E, or REG Z Certificates and Designations Association of Certified Fraud Examiners (ACFE) preferred fraudulent activities for a wide range of enterprise financial products and services. Knowledge of federal laws, rules, and regulations to include: Reg CC, Reg E The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. What we offer: Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. The salary range for this position is: $51,900.00 - $98,440.00 Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, please visit our benefits page on Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Why USAA? Let's do something that really matters. At USAA, we have an important mission: facilitating the financial security of millions of U.S. military members and their families. Not all of our employees served in our nation's military, but we all share in the mission to give back to those who did. We're working as one to build a great experience and make a real impact for our members. We believe in our core values of honesty, integrity, loyalty and service. They're what guides everything we do - from how we treat our members to how we treat each other. Come be a part of what makes us so special! As a dedicated Fraud Prevention and Detection Specialist Senior you provide the team with expert knowledge of fraud policies, processes, and systems as well as shares industry best practices to promote deepening of their business acumen. Provides support and advice for Detection Analysts with questions and concerns. Analyzes high risk financial and non-financial transactions and quickly detect and prevents fraudulent activities for a vast range of enterprise products and services. Actively participates in and sometimes leads knowledge sharing sessions with internal peers. Frequently prepares and presents cases of interest to department leaders. This hybrid role requires an individual to be in the office 3 days per week. This position is based in the following locations San Antonio, Tx. and Phoenix, AZ. Relocation assistance is not available for this position. Work Hours between Monday - Sunday -7:00 am - 9:00 pm CST, (40 hour work week) and 2 mandatory holidays per year. The Opportunity What you'll do: Serves as a subject matter expert on a variety of fraud management tools and systems used to identify and investigate suspicious financial and non-financial activity on a vast range of products and services. Serves as a subject matter expert for Fraud Prevention and Detection processes by providing input on business requirements for projects or process changes and/or updates as needed. Responsible for researching and providing detailed analysis in a timely manner to the appropriate area in the appropriate format. Initiates contact with members to review suspicious activity; and if necessary, takes appropriate actions to mitigate the risk and protect the member's assets. Responsible for assisting teammates with difficult calls and escalations. Possesses multi product, system, and/or process knowledge and effectively uses it to prevent, detect and mitigate fraudulent activity across multiple products and services. Utilizes appropriate tools and procedures to report confirmed fraud and associated trends and occasionally participates in working sessions with the strategy team to enhance existing alerts. Applies extensive knowledge of the business, its products, and processes and actively provides improvement opportunities and recommended solutions to improve the effectiveness or efficiency of fraud prevention and detection. Provides guidance and mentoring to peers and serves as a resource to team members on escalated issues. Performs quality reviews and provides timely feedback to management. Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: High School Diploma or General Equivalency Diploma required. 4 years of fraud prevention/detection experience in a financial services environment. Strong working knowledge of bank operations, fraudulent review, and regulations that relate to funds availability, check kiting and check fraud. Strong attention to detail and high concern for data privacy and accuracy. Comprehensive knowledge of the Bank's fraud prevention controls, risk processes, systems and data environments. Advanced knowledge of Microsoft Office products. General knowledge of REG CC, REG E, or REG Z Certificates and Designations Association of Certified Fraud Examiners (ACFE) preferred fraudulent activities for a wide range of enterprise financial products and services. Knowledge of federal laws, rules, and regulations to include: Reg CC, Reg E The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. What we offer: Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. The salary range for this position is: $51,900.00 - $98,440.00 Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, please visit our benefits page on Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
04/13/2024
Full time
Why USAA? Let's do something that really matters. At USAA, we have an important mission: facilitating the financial security of millions of U.S. military members and their families. Not all of our employees served in our nation's military, but we all share in the mission to give back to those who did. We're working as one to build a great experience and make a real impact for our members. We believe in our core values of honesty, integrity, loyalty and service. They're what guides everything we do - from how we treat our members to how we treat each other. Come be a part of what makes us so special! As a dedicated Fraud Prevention and Detection Specialist Senior you provide the team with expert knowledge of fraud policies, processes, and systems as well as shares industry best practices to promote deepening of their business acumen. Provides support and advice for Detection Analysts with questions and concerns. Analyzes high risk financial and non-financial transactions and quickly detect and prevents fraudulent activities for a vast range of enterprise products and services. Actively participates in and sometimes leads knowledge sharing sessions with internal peers. Frequently prepares and presents cases of interest to department leaders. This hybrid role requires an individual to be in the office 3 days per week. This position is based in the following locations San Antonio, Tx. and Phoenix, AZ. Relocation assistance is not available for this position. Work Hours between Monday - Sunday -7:00 am - 9:00 pm CST, (40 hour work week) and 2 mandatory holidays per year. The Opportunity What you'll do: Serves as a subject matter expert on a variety of fraud management tools and systems used to identify and investigate suspicious financial and non-financial activity on a vast range of products and services. Serves as a subject matter expert for Fraud Prevention and Detection processes by providing input on business requirements for projects or process changes and/or updates as needed. Responsible for researching and providing detailed analysis in a timely manner to the appropriate area in the appropriate format. Initiates contact with members to review suspicious activity; and if necessary, takes appropriate actions to mitigate the risk and protect the member's assets. Responsible for assisting teammates with difficult calls and escalations. Possesses multi product, system, and/or process knowledge and effectively uses it to prevent, detect and mitigate fraudulent activity across multiple products and services. Utilizes appropriate tools and procedures to report confirmed fraud and associated trends and occasionally participates in working sessions with the strategy team to enhance existing alerts. Applies extensive knowledge of the business, its products, and processes and actively provides improvement opportunities and recommended solutions to improve the effectiveness or efficiency of fraud prevention and detection. Provides guidance and mentoring to peers and serves as a resource to team members on escalated issues. Performs quality reviews and provides timely feedback to management. Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: High School Diploma or General Equivalency Diploma required. 4 years of fraud prevention/detection experience in a financial services environment. Strong working knowledge of bank operations, fraudulent review, and regulations that relate to funds availability, check kiting and check fraud. Strong attention to detail and high concern for data privacy and accuracy. Comprehensive knowledge of the Bank's fraud prevention controls, risk processes, systems and data environments. Advanced knowledge of Microsoft Office products. General knowledge of REG CC, REG E, or REG Z Certificates and Designations Association of Certified Fraud Examiners (ACFE) preferred fraudulent activities for a wide range of enterprise financial products and services. Knowledge of federal laws, rules, and regulations to include: Reg CC, Reg E The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. What we offer: Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. The salary range for this position is: $51,900.00 - $98,440.00 Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, please visit our benefits page on Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
PIMCO is a global leader in active fixed income with deep expertise across public and private markets. We invest our clients' capital across a range of fixed income and credit opportunities, leveraging our decades of experience navigating complex debt markets. Our flexible capital base and deep relationships with issuers have helped us become one of the world's largest providers of traditional and nontraditional solutions for companies that need financing and investors who seek strong risk-adjusted returns. Since 1971, our people have shaped our organization through a high-performance inclusive culture, in which we celebrate diverse thinking. We invest in our people and strive to imprint our CORE values of Collaboration, Openness, Responsibility and Excellence. We believe each of us is here to help others succeed and this has led to PIMCO being recognized as an innovator, industry thought leader and trusted advisor to our clients. Position Description The Asset Manager will play a critical and central role in supporting the smooth operation of the investment performance for the US Residential Mortgage Credit, Special Situations and Insurance Solutions Desks with respect to our Alternatives Portfolio Management. Responsibilities Drive investment returns for various private side investment funds by working closely with Portfolio Managers throughout the investment life cycle Establish Asset Management reporting and performance tracking responsibilities with SSG & Resi Mortgage Credit PM teams for all relevant portfolio sub-sectors Provide oversight, management, training and performance for US Based team of analysts Assist Desk PMs in production and review of quarterly Origination and Asset Management reporting Produce Quarterly portfolio reviews and coordinate performance review meetings Evaluate Counterparty risk and incorporate contractual obligations for third party servicers, trustees and other service providers to the funds Liaison with PM and all relevant internal support teams to ensure all internal processes are completed during the investment life cycle Responding to ad-hoc requests from Portfolio Management and other groups, as necessary Position Requirements 5-7 years of experience; strong, relevant industry contacts with Resi Mortgage and Consumer platforms Fixed Income technical skills and experience in a buy or sell side trading business preferred Residential Mortgage and consumer loan origination, servicing and asset management experience a plus Compliance related experience and/or legal background a plus Strong relationship skills and proven ability to build strong relationships with Portfolio Managers Well-refined communications skills. Can articulate ideas and strategies clearly, both verbally and in writing. Outstanding analytical skills. Proven ability to operate efficiently in a high-pressure environment. Position Development Value Extensive exposure to senior industry experts within Portfolio Management and across other functional areas of the firm A broad range of opportunities to collaborate with talented colleagues Learning environment focused on key buy-side portfolio risk and return principles Constructive feedback to foster career growth in addition to a formal annual review process PIMCO follows a total compensation approach when rewarding employees which includes a base salary and a discretionary bonus. Base salary is the fixed component of compensation that is determined by core job responsibilities, relevant experience, internal level, and market factors. The discretionary bonus is used to award performance and therefore is determined by company, business, team, and individual performance. Salary Range: $ 195,000.00 - $ 240,000.00 Equal Employment Opportunity and Affirmative Action Statement PIMCO recruits and hires qualified candidates without regard to race, national origin, ancestry, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), sexual orientation, gender (including gender identity and expression), age, military or veteran status, disability (physical or mental), any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other basis such as medical condition, or marital status under applicable laws. Applicants with Disabilities PIMCO is an Equal Employment Opportunity/Affirmative Action employer. We provide reasonable accommodation for qualified individuals with disabilities, including veterans, in job application procedures. If you have any difficulty using our online system due to a disability and you would like to request an accommodation, you may contact us at and leave a message. This is a dedicated line designed exclusively to assist job seekers with disabilities to apply online. Only messages left for this purpose will be considered. A response to your request may take up to two business days. Please click on the relevant Privacy Notice below which outlines how we collect, use and disclose your personal data. Please ensure that you have read and understand the contents of the relevant Privacy Notice. If you are applying or interested in applying for a role in one of PIMCO LLC's US locations, please click here if you are a California resident, or here if you are a non-California resident, for the Privacy Notice which outlines how we process your personal information. If you are applying or interested in applying for a role in one of PIMCO's European locations, please click here for the relevant Privacy Notice which outlines how we process your personal data. If you are applying or interested in applying for a role in PIMCO Latin America, please click here for the Privacy Notice which outlines how we process your personal data. If you are applying or interested in applying for a role in PIMCO Canada, please click here for the Privacy Notice which outlines how we collect, use and disclose your personal information. If you are applying or interested in applying for a role in one of PIMCO's Asian Pacific locations, please click here for the relevant Privacy Notice which outlines how we collect, use and disclose your personal data.
04/13/2024
Full time
PIMCO is a global leader in active fixed income with deep expertise across public and private markets. We invest our clients' capital across a range of fixed income and credit opportunities, leveraging our decades of experience navigating complex debt markets. Our flexible capital base and deep relationships with issuers have helped us become one of the world's largest providers of traditional and nontraditional solutions for companies that need financing and investors who seek strong risk-adjusted returns. Since 1971, our people have shaped our organization through a high-performance inclusive culture, in which we celebrate diverse thinking. We invest in our people and strive to imprint our CORE values of Collaboration, Openness, Responsibility and Excellence. We believe each of us is here to help others succeed and this has led to PIMCO being recognized as an innovator, industry thought leader and trusted advisor to our clients. Position Description The Asset Manager will play a critical and central role in supporting the smooth operation of the investment performance for the US Residential Mortgage Credit, Special Situations and Insurance Solutions Desks with respect to our Alternatives Portfolio Management. Responsibilities Drive investment returns for various private side investment funds by working closely with Portfolio Managers throughout the investment life cycle Establish Asset Management reporting and performance tracking responsibilities with SSG & Resi Mortgage Credit PM teams for all relevant portfolio sub-sectors Provide oversight, management, training and performance for US Based team of analysts Assist Desk PMs in production and review of quarterly Origination and Asset Management reporting Produce Quarterly portfolio reviews and coordinate performance review meetings Evaluate Counterparty risk and incorporate contractual obligations for third party servicers, trustees and other service providers to the funds Liaison with PM and all relevant internal support teams to ensure all internal processes are completed during the investment life cycle Responding to ad-hoc requests from Portfolio Management and other groups, as necessary Position Requirements 5-7 years of experience; strong, relevant industry contacts with Resi Mortgage and Consumer platforms Fixed Income technical skills and experience in a buy or sell side trading business preferred Residential Mortgage and consumer loan origination, servicing and asset management experience a plus Compliance related experience and/or legal background a plus Strong relationship skills and proven ability to build strong relationships with Portfolio Managers Well-refined communications skills. Can articulate ideas and strategies clearly, both verbally and in writing. Outstanding analytical skills. Proven ability to operate efficiently in a high-pressure environment. Position Development Value Extensive exposure to senior industry experts within Portfolio Management and across other functional areas of the firm A broad range of opportunities to collaborate with talented colleagues Learning environment focused on key buy-side portfolio risk and return principles Constructive feedback to foster career growth in addition to a formal annual review process PIMCO follows a total compensation approach when rewarding employees which includes a base salary and a discretionary bonus. Base salary is the fixed component of compensation that is determined by core job responsibilities, relevant experience, internal level, and market factors. The discretionary bonus is used to award performance and therefore is determined by company, business, team, and individual performance. Salary Range: $ 195,000.00 - $ 240,000.00 Equal Employment Opportunity and Affirmative Action Statement PIMCO recruits and hires qualified candidates without regard to race, national origin, ancestry, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), sexual orientation, gender (including gender identity and expression), age, military or veteran status, disability (physical or mental), any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other basis such as medical condition, or marital status under applicable laws. Applicants with Disabilities PIMCO is an Equal Employment Opportunity/Affirmative Action employer. We provide reasonable accommodation for qualified individuals with disabilities, including veterans, in job application procedures. If you have any difficulty using our online system due to a disability and you would like to request an accommodation, you may contact us at and leave a message. This is a dedicated line designed exclusively to assist job seekers with disabilities to apply online. Only messages left for this purpose will be considered. A response to your request may take up to two business days. Please click on the relevant Privacy Notice below which outlines how we collect, use and disclose your personal data. Please ensure that you have read and understand the contents of the relevant Privacy Notice. If you are applying or interested in applying for a role in one of PIMCO LLC's US locations, please click here if you are a California resident, or here if you are a non-California resident, for the Privacy Notice which outlines how we process your personal information. If you are applying or interested in applying for a role in one of PIMCO's European locations, please click here for the relevant Privacy Notice which outlines how we process your personal data. If you are applying or interested in applying for a role in PIMCO Latin America, please click here for the Privacy Notice which outlines how we process your personal data. If you are applying or interested in applying for a role in PIMCO Canada, please click here for the Privacy Notice which outlines how we collect, use and disclose your personal information. If you are applying or interested in applying for a role in one of PIMCO's Asian Pacific locations, please click here for the relevant Privacy Notice which outlines how we collect, use and disclose your personal data.
About Us Wellington Management offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our investment solutions, tailored to the unique return and risk objectives of institutional clients in more than 60 countries, draw on a robust body of proprietary research and a collaborative culture that encourages independent thought and healthy debate. As a private partnership, we believe our ownership structure fosters a long-term view that aligns our perspectives with those of our clients. About the Role Company : Wellington Management Company LLP Location : 280 Congress Street, Boston, MA 02210 Position Title : Senior Project Manager Job Description : Partner with strategic program leaders to organize, coordinate, and facilitate large multi-year cross-functional technology changes. Create and maintain critical project documentation including project plans, risks, issues, status, and stakeholder communications. Centralize this documentation utilizing firmwide project management tools JIRA and Blueprint. Collate and manage multiple team's inputs into master project roadmap. Understand and track multiple cross-team dependencies. Lead the analysis of certain aspects of projects, working with different business and technology stakeholders to understand options and facilitate selection of the best option. Facilitate and contribute to the creation of project requirements, design documents and process flows, as needed. Create communications and materials around program and project status, risks, and issues for different forums, including technology leaders and business partners of varying levels. Assist with annual budget planning cycle, tracking spending, and progress against program budget and goals. Position is fixed location based in Boston office; however, telecommuting from a home office location is allowed. Job Requirements : Bachelor's degree in Computer Science, Information Technology, Business Administration, or a directly related field plus six (6) years of experience as a Business Analyst, Systems Analyst, Project Manager, or related occupation. Must have 6 years of experience in each of the following (experience may be gained concurrently): Experience working in the trading, investment management, or financial services industry. Experience acting in a project management, business analyst, or systems analyst capacity on software development projects. Software requirements gathering and documentation. SQL query skills and experience with SQL and PL/SQL, including the ability to write queries to analyze data stored in relational databases Securities and capital markets Experience working in a combination of any of the following: an investment bank, private banking/investment management, hedge fund, asset manager, technology services and consulting company, or software vendor using systems across the trade lifecycle. 40 hours/week, 9:00am-5:00pm, $130,000-$170,000/year. To apply, please submit resume on-line or to (Req. ) Not sure you meet 100% of our qualifications? That's ok. If you believe that you could excel in this role, we encourage you to apply and welcome a chance to review your background. We are dedicated to building and maintaining a diversified workforce and considering a broad array of candidates with a variety of skill, workplace experiences, and backgrounds. As an equal opportunity employer, Wellington Management ensures that all qualified applicants will receive equal consideration for employment without regard to race, color, sex, sexual orientation, gender identity, gender expression, religion, creed, national origin, age, ancestry, disability (physical or mental), medical condition, citizenship, marital status, pregnancy, veteran or military status, genetic information or any other characteristic protected by applicable law . If you are a candidate with a disability, or are assisting a candidate with a disability, and require an accommodation to apply for one of our jobs, please email us at .
04/13/2024
Full time
About Us Wellington Management offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our investment solutions, tailored to the unique return and risk objectives of institutional clients in more than 60 countries, draw on a robust body of proprietary research and a collaborative culture that encourages independent thought and healthy debate. As a private partnership, we believe our ownership structure fosters a long-term view that aligns our perspectives with those of our clients. About the Role Company : Wellington Management Company LLP Location : 280 Congress Street, Boston, MA 02210 Position Title : Senior Project Manager Job Description : Partner with strategic program leaders to organize, coordinate, and facilitate large multi-year cross-functional technology changes. Create and maintain critical project documentation including project plans, risks, issues, status, and stakeholder communications. Centralize this documentation utilizing firmwide project management tools JIRA and Blueprint. Collate and manage multiple team's inputs into master project roadmap. Understand and track multiple cross-team dependencies. Lead the analysis of certain aspects of projects, working with different business and technology stakeholders to understand options and facilitate selection of the best option. Facilitate and contribute to the creation of project requirements, design documents and process flows, as needed. Create communications and materials around program and project status, risks, and issues for different forums, including technology leaders and business partners of varying levels. Assist with annual budget planning cycle, tracking spending, and progress against program budget and goals. Position is fixed location based in Boston office; however, telecommuting from a home office location is allowed. Job Requirements : Bachelor's degree in Computer Science, Information Technology, Business Administration, or a directly related field plus six (6) years of experience as a Business Analyst, Systems Analyst, Project Manager, or related occupation. Must have 6 years of experience in each of the following (experience may be gained concurrently): Experience working in the trading, investment management, or financial services industry. Experience acting in a project management, business analyst, or systems analyst capacity on software development projects. Software requirements gathering and documentation. SQL query skills and experience with SQL and PL/SQL, including the ability to write queries to analyze data stored in relational databases Securities and capital markets Experience working in a combination of any of the following: an investment bank, private banking/investment management, hedge fund, asset manager, technology services and consulting company, or software vendor using systems across the trade lifecycle. 40 hours/week, 9:00am-5:00pm, $130,000-$170,000/year. To apply, please submit resume on-line or to (Req. ) Not sure you meet 100% of our qualifications? That's ok. If you believe that you could excel in this role, we encourage you to apply and welcome a chance to review your background. We are dedicated to building and maintaining a diversified workforce and considering a broad array of candidates with a variety of skill, workplace experiences, and backgrounds. As an equal opportunity employer, Wellington Management ensures that all qualified applicants will receive equal consideration for employment without regard to race, color, sex, sexual orientation, gender identity, gender expression, religion, creed, national origin, age, ancestry, disability (physical or mental), medical condition, citizenship, marital status, pregnancy, veteran or military status, genetic information or any other characteristic protected by applicable law . If you are a candidate with a disability, or are assisting a candidate with a disability, and require an accommodation to apply for one of our jobs, please email us at .
About Us Wellington Management offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our investment solutions, tailored to the unique return and risk objectives of institutional clients in more than 60 countries, draw on a robust body of proprietary research and a collaborative culture that encourages independent thought and healthy debate. As a private partnership, we believe our ownership structure fosters a long-term view that aligns our perspectives with those of our clients. About the Role Company : Wellington Management Company LLP Location : 280 Congress Street, Boston, MA 02210 Position Title : Manager, Trading Technology Job Description : Hands-on involvement in solution architecture and implementation involving direct interaction with traders/trading professionals and senior management in both setting strategy and devising innovative solutions for today's buy-side trading desk. Work closely with other members of IT including developers, business analysts, and QA engineers to design, develop, test, implement, and support solutions. Responsible for 24x6 trading in markets around the globe. Solution design, implementation, deployment, and support of Wellington's Trading platforms and other trading related applications within the trading suite of applications. Partner with Wellington's Global Trading professionals to devise, design, and maintain technology solutions to remain competitive on industry trends and comply with industry regulations. Manage a team of Business Analysts and Software Engineers to deliver on budgeted projects. Devise and set strategy, manage multiple conflicting priorities, and own outcomes. Manage delivery across multiple initiatives. Manage and track budgets, vendor consultant staffing, and vendor relationships. Own all facets of talent management for this manager's team including recruiting, goal setting, career management, promotions, compensation, performance reviews, and hands-on mentoring. Partner with Project Managers, Technical, and QA Leads on estimates, statuses, issues, and risks. Partner with the Architecture Team to ensure track work is aligned with the strategic direction of the enterprise and current architecture standards. Stay current with the trading industry and technical trends to ensure applications, systems, and team are of highest caliber. Position is fixed location based in Boston office, however, telecommuting from a home office may also be allowed. Job Requirements : Requires a Master's degree (or foreign equivalent) in Computer Science, Computer Engineering, Information Technology, or a directly related field plus three (3) years of systems analysis experience in trading or portfolio management. Must have 3 years of experience in the following (experience may be gained concurrently): Experience leading delivery teams. Experience implementing buy-side order management systems (OMS), including Charles River, Aladdin, Eze, or LineData Experience with Transaction Cost Analysis measurements of equities, debt, currencies, and derivatives trade execution outcomes Experience with Trading Analytics across all Asset Classes Experience with functional analysis, application design, and data modeling skills in the context of high-performance, mission critical buy-side trading or portfolio construction applications Experience with buyside trade order management workflows and processes Experience with software development and testing methodologies and their application in the context of high-performance, mission critical buy-side trading or portfolio construction applications. Experience designing and delivering technical solutions to complex business problems. 40 hours/week, 9:00am-5:00pm, $180,000-195,000/year. To apply, please submit resume on-line or to (Req. ) Not sure you meet 100% of our qualifications? That's ok. If you believe that you could excel in this role, we encourage you to apply and welcome a chance to review your background. We are dedicated to building and maintaining a diversified workforce and considering a broad array of candidates with a variety of skill, workplace experiences, and backgrounds. As an equal opportunity employer, Wellington Management ensures that all qualified applicants will receive equal consideration for employment without regard to race, color, sex, sexual orientation, gender identity, gender expression, religion, creed, national origin, age, ancestry, disability (physical or mental), medical condition, citizenship, marital status, pregnancy, veteran or military status, genetic information or any other characteristic protected by applicable law . If you are a candidate with a disability, or are assisting a candidate with a disability, and require an accommodation to apply for one of our jobs, please email us at .
04/11/2024
Full time
About Us Wellington Management offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our investment solutions, tailored to the unique return and risk objectives of institutional clients in more than 60 countries, draw on a robust body of proprietary research and a collaborative culture that encourages independent thought and healthy debate. As a private partnership, we believe our ownership structure fosters a long-term view that aligns our perspectives with those of our clients. About the Role Company : Wellington Management Company LLP Location : 280 Congress Street, Boston, MA 02210 Position Title : Manager, Trading Technology Job Description : Hands-on involvement in solution architecture and implementation involving direct interaction with traders/trading professionals and senior management in both setting strategy and devising innovative solutions for today's buy-side trading desk. Work closely with other members of IT including developers, business analysts, and QA engineers to design, develop, test, implement, and support solutions. Responsible for 24x6 trading in markets around the globe. Solution design, implementation, deployment, and support of Wellington's Trading platforms and other trading related applications within the trading suite of applications. Partner with Wellington's Global Trading professionals to devise, design, and maintain technology solutions to remain competitive on industry trends and comply with industry regulations. Manage a team of Business Analysts and Software Engineers to deliver on budgeted projects. Devise and set strategy, manage multiple conflicting priorities, and own outcomes. Manage delivery across multiple initiatives. Manage and track budgets, vendor consultant staffing, and vendor relationships. Own all facets of talent management for this manager's team including recruiting, goal setting, career management, promotions, compensation, performance reviews, and hands-on mentoring. Partner with Project Managers, Technical, and QA Leads on estimates, statuses, issues, and risks. Partner with the Architecture Team to ensure track work is aligned with the strategic direction of the enterprise and current architecture standards. Stay current with the trading industry and technical trends to ensure applications, systems, and team are of highest caliber. Position is fixed location based in Boston office, however, telecommuting from a home office may also be allowed. Job Requirements : Requires a Master's degree (or foreign equivalent) in Computer Science, Computer Engineering, Information Technology, or a directly related field plus three (3) years of systems analysis experience in trading or portfolio management. Must have 3 years of experience in the following (experience may be gained concurrently): Experience leading delivery teams. Experience implementing buy-side order management systems (OMS), including Charles River, Aladdin, Eze, or LineData Experience with Transaction Cost Analysis measurements of equities, debt, currencies, and derivatives trade execution outcomes Experience with Trading Analytics across all Asset Classes Experience with functional analysis, application design, and data modeling skills in the context of high-performance, mission critical buy-side trading or portfolio construction applications Experience with buyside trade order management workflows and processes Experience with software development and testing methodologies and their application in the context of high-performance, mission critical buy-side trading or portfolio construction applications. Experience designing and delivering technical solutions to complex business problems. 40 hours/week, 9:00am-5:00pm, $180,000-195,000/year. To apply, please submit resume on-line or to (Req. ) Not sure you meet 100% of our qualifications? That's ok. If you believe that you could excel in this role, we encourage you to apply and welcome a chance to review your background. We are dedicated to building and maintaining a diversified workforce and considering a broad array of candidates with a variety of skill, workplace experiences, and backgrounds. As an equal opportunity employer, Wellington Management ensures that all qualified applicants will receive equal consideration for employment without regard to race, color, sex, sexual orientation, gender identity, gender expression, religion, creed, national origin, age, ancestry, disability (physical or mental), medical condition, citizenship, marital status, pregnancy, veteran or military status, genetic information or any other characteristic protected by applicable law . If you are a candidate with a disability, or are assisting a candidate with a disability, and require an accommodation to apply for one of our jobs, please email us at .
About Us Wellington Management offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our investment solutions, tailored to the unique return and risk objectives of institutional clients in more than 60 countries, draw on a robust body of proprietary research and a collaborative culture that encourages independent thought and healthy debate. As a private partnership, we believe our ownership structure fosters a long-term view that aligns our perspectives with those of our clients. About the Role THE ROLE Our global investment platform is comprised of over 500 investment professionals across seven investment functions (Hedge Fund Group, Private Investments, Sustainability, Investment Boutiques, Research, Science & Strategy) in the Americas, EMEA and APAC regions. The team collectively manages approximately $1 trillion in assets across the capital structure. In this role, the Director of Early Career Investor Development (Americas) will be responsible for providing regional strategic leadership, coaching/mentoring and managing our early career investment talent programs in our US offices. The goal of this program is to develop the next generation of investors; development of this talent will be the Director's top priority. As such, the ideal candidate will possess deep investment knowledge, ideally having worked as an investor (Analyst or Portfolio Manager) or as a coach/manager of investors previously. They will leverage their investment background to partner closely with early career talent for the purpose of helping them discover their investor DNA and hone their respective investment processes and philosophies. In addition, the Director will take a long-term view to ensure that our talent is aligned with our global business needs and that it is adaptable to changing alpha sources, technologies, sciences, client needs, and market conditions. Success in this role will drive long-term strategic impact on the firm and our clients. Of note, our firm's DEI strategy places a great emphasis on recruiting and developing a highly diverse early career talent pipeline. As such, the Director will need to view themselves as a diversity champion, ambassador and leader for the investment platform. This position will report to the Head of Global Early Career Strategy & Talent. Working as part of a global and regional leadership team, the Director will serve a cross-functional role. Areas of responsibility will include but are not limited to: Work closely with Directors, Early Career Investor Development based in EMEA and APAC to build a strong and robust early career investor development program and talent bench for the US. Act as a coach (in partnership with experienced investors) for investment specific job responsibilities including idea generation, analytics, integration of science and technology, and the development of well-articulated investment philosophies and processes Provide ongoing, timely feedback, including mid-year and year-end performance and compensation reviews Partner with the Talent Acquisition team to ensure the firm is attracting the ideal diverse talent Understand the comprehensive needs of the investment teams across the US offices, both to ensure the Early Career talent bench is equipped to provide leverage today and to develop the requisite skills to become the successful next generation of investors beyond the Early Career program. Partner with the Investor Development and HR Talent Development teams to ensure that the firm is arming our investors with the skills needed to meet current and future business demands across our fundamental and scientific investment businesses. QUALIFICATIONS The successful candidate will bring a depth of investment content to the role as well as possess a strategic and global mindset. They will have a proven passion for attracting, retaining, developing and motivating early career investment talent and fostering a diverse and inclusive team. In addition, they must have demonstrable problem-solving skills, a deep understanding of investment processes and the ability to thrive in a highly collaborative team-oriented environment. Further qualifications include: 10+ years of relevant professional experience in at least one of the following capacities: 1) presently or formerly a successful investor (Analyst or Portfolio Manager) in a fundamental and/or systematic environment; 2) a manager of investors with a successful track record of hiring, coaching, retaining and developing early career talent; 3) a manager responsible for designing and leading investor development programs; or 4) an investment consultant with experience evaluating and providing feedback to managers; Proven experience of attracting, retaining, developing and motivating investment talent and fostering a diverse and inclusive team, oriented towards coaching and delivering feedback; A passion for the investing business and for the capital markets - a student of the industry Effective interpersonal and communication skills with the ability to articulate and integrate numerous viewpoints and mobilize/influence across all levels of the organization, including senior leaders; Ability to navigate stressful situations with poise; focused on being a calming presence, active listener and pragmatic problem solver; Superior organizational skills with a results orientation. The ability to manage, prioritize and complete multiple projects simultaneously is necessary; and Strong academic credentials; MBA and/or CFA/CAIA (or equivalent) is preferred. LOCATION The Director, Early Career Investor Development role will be based in Wellington's Global Headquarters in Boston, MA. Not sure you meet 100% of our qualifications? That's ok. If you believe that you could excel in this role, we encourage you to apply and welcome a chance to review your background. We are dedicated to building and maintaining a diversified workforce and considering a broad array of candidates with a variety of skill, workplace experiences, and backgrounds. As an equal opportunity employer, Wellington Management ensures that all qualified applicants will receive equal consideration for employment without regard to race, color, sex, sexual orientation, gender identity, gender expression, religion, creed, national origin, age, ancestry, disability (physical or mental), medical condition, citizenship, marital status, pregnancy, veteran or military status, genetic information or any other characteristic protected by applicable law . If you are a candidate with a disability, or are assisting a candidate with a disability, and require an accommodation to apply for one of our jobs, please email us at . At Wellington Management, our approach to compensation is designed to help us attract, inspire and retain the best talent in our industry.We strive to pay employees fairly and competitively across all levels and roles. Our approach to compensation considers all aspects of total compensation; all employees are eligible to receive salary, variable compensation, and benefits. The base salary range for this position is: USD 100,000 - 225,000 This range takes into account the wide range of factors that are considered when making compensation decisions, including but not limited to skill sets; role; skills and experience; certifications; and education. This range is an estimate, and further details on salary and total compensation aspects will be shared with candidates during the recruitment process. Base salary is only one component of Wellington's total compensation approach. Other rewards may include a discretionary Corporate Bonus and/ or Incentives, if eligible. In addition, we offer a comprehensive and high value benefit package to meet the unique needs of our employees and their families, and we are committed to fostering a flexible work environment that enables employees to thrive personally and professionally. Examples of our benefits include retirement plan, health and wellbeing, dental, vision, and pharmacy coverage, health savings account, flexible spending accounts and commuter program, employee assistance program, life and disability insurance, adoption assistance, back-up childcare, tuition/CFA reimbursement and paid time off (leave of absence, paid holidays, volunteer, sick and vacation time)
04/09/2024
Full time
About Us Wellington Management offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our investment solutions, tailored to the unique return and risk objectives of institutional clients in more than 60 countries, draw on a robust body of proprietary research and a collaborative culture that encourages independent thought and healthy debate. As a private partnership, we believe our ownership structure fosters a long-term view that aligns our perspectives with those of our clients. About the Role THE ROLE Our global investment platform is comprised of over 500 investment professionals across seven investment functions (Hedge Fund Group, Private Investments, Sustainability, Investment Boutiques, Research, Science & Strategy) in the Americas, EMEA and APAC regions. The team collectively manages approximately $1 trillion in assets across the capital structure. In this role, the Director of Early Career Investor Development (Americas) will be responsible for providing regional strategic leadership, coaching/mentoring and managing our early career investment talent programs in our US offices. The goal of this program is to develop the next generation of investors; development of this talent will be the Director's top priority. As such, the ideal candidate will possess deep investment knowledge, ideally having worked as an investor (Analyst or Portfolio Manager) or as a coach/manager of investors previously. They will leverage their investment background to partner closely with early career talent for the purpose of helping them discover their investor DNA and hone their respective investment processes and philosophies. In addition, the Director will take a long-term view to ensure that our talent is aligned with our global business needs and that it is adaptable to changing alpha sources, technologies, sciences, client needs, and market conditions. Success in this role will drive long-term strategic impact on the firm and our clients. Of note, our firm's DEI strategy places a great emphasis on recruiting and developing a highly diverse early career talent pipeline. As such, the Director will need to view themselves as a diversity champion, ambassador and leader for the investment platform. This position will report to the Head of Global Early Career Strategy & Talent. Working as part of a global and regional leadership team, the Director will serve a cross-functional role. Areas of responsibility will include but are not limited to: Work closely with Directors, Early Career Investor Development based in EMEA and APAC to build a strong and robust early career investor development program and talent bench for the US. Act as a coach (in partnership with experienced investors) for investment specific job responsibilities including idea generation, analytics, integration of science and technology, and the development of well-articulated investment philosophies and processes Provide ongoing, timely feedback, including mid-year and year-end performance and compensation reviews Partner with the Talent Acquisition team to ensure the firm is attracting the ideal diverse talent Understand the comprehensive needs of the investment teams across the US offices, both to ensure the Early Career talent bench is equipped to provide leverage today and to develop the requisite skills to become the successful next generation of investors beyond the Early Career program. Partner with the Investor Development and HR Talent Development teams to ensure that the firm is arming our investors with the skills needed to meet current and future business demands across our fundamental and scientific investment businesses. QUALIFICATIONS The successful candidate will bring a depth of investment content to the role as well as possess a strategic and global mindset. They will have a proven passion for attracting, retaining, developing and motivating early career investment talent and fostering a diverse and inclusive team. In addition, they must have demonstrable problem-solving skills, a deep understanding of investment processes and the ability to thrive in a highly collaborative team-oriented environment. Further qualifications include: 10+ years of relevant professional experience in at least one of the following capacities: 1) presently or formerly a successful investor (Analyst or Portfolio Manager) in a fundamental and/or systematic environment; 2) a manager of investors with a successful track record of hiring, coaching, retaining and developing early career talent; 3) a manager responsible for designing and leading investor development programs; or 4) an investment consultant with experience evaluating and providing feedback to managers; Proven experience of attracting, retaining, developing and motivating investment talent and fostering a diverse and inclusive team, oriented towards coaching and delivering feedback; A passion for the investing business and for the capital markets - a student of the industry Effective interpersonal and communication skills with the ability to articulate and integrate numerous viewpoints and mobilize/influence across all levels of the organization, including senior leaders; Ability to navigate stressful situations with poise; focused on being a calming presence, active listener and pragmatic problem solver; Superior organizational skills with a results orientation. The ability to manage, prioritize and complete multiple projects simultaneously is necessary; and Strong academic credentials; MBA and/or CFA/CAIA (or equivalent) is preferred. LOCATION The Director, Early Career Investor Development role will be based in Wellington's Global Headquarters in Boston, MA. Not sure you meet 100% of our qualifications? That's ok. If you believe that you could excel in this role, we encourage you to apply and welcome a chance to review your background. We are dedicated to building and maintaining a diversified workforce and considering a broad array of candidates with a variety of skill, workplace experiences, and backgrounds. As an equal opportunity employer, Wellington Management ensures that all qualified applicants will receive equal consideration for employment without regard to race, color, sex, sexual orientation, gender identity, gender expression, religion, creed, national origin, age, ancestry, disability (physical or mental), medical condition, citizenship, marital status, pregnancy, veteran or military status, genetic information or any other characteristic protected by applicable law . If you are a candidate with a disability, or are assisting a candidate with a disability, and require an accommodation to apply for one of our jobs, please email us at . At Wellington Management, our approach to compensation is designed to help us attract, inspire and retain the best talent in our industry.We strive to pay employees fairly and competitively across all levels and roles. Our approach to compensation considers all aspects of total compensation; all employees are eligible to receive salary, variable compensation, and benefits. The base salary range for this position is: USD 100,000 - 225,000 This range takes into account the wide range of factors that are considered when making compensation decisions, including but not limited to skill sets; role; skills and experience; certifications; and education. This range is an estimate, and further details on salary and total compensation aspects will be shared with candidates during the recruitment process. Base salary is only one component of Wellington's total compensation approach. Other rewards may include a discretionary Corporate Bonus and/ or Incentives, if eligible. In addition, we offer a comprehensive and high value benefit package to meet the unique needs of our employees and their families, and we are committed to fostering a flexible work environment that enables employees to thrive personally and professionally. Examples of our benefits include retirement plan, health and wellbeing, dental, vision, and pharmacy coverage, health savings account, flexible spending accounts and commuter program, employee assistance program, life and disability insurance, adoption assistance, back-up childcare, tuition/CFA reimbursement and paid time off (leave of absence, paid holidays, volunteer, sick and vacation time)
PIMCO is a global leader in active fixed income with deep expertise across public and private markets. We invest our clients' capital across a range of fixed income and credit opportunities, leveraging our decades of experience navigating complex debt markets. Our flexible capital base and deep relationships with issuers have helped us become one of the world's largest providers of traditional and nontraditional solutions for companies that need financing and investors who seek strong risk-adjusted returns. Since 1971, our people have shaped our organization through a high-performance inclusive culture, in which we celebrate diverse thinking. We invest in our people and strive to imprint our CORE values of Collaboration, Openness, Responsibility and Excellence. We believe each of us is here to help others succeed and this has led to PIMCO being recognized as an innovator, industry thought leader and trusted advisor to our clients. PIMCO is seeking an experienced investment professional to join their Equity Product Strategy team in Newport Beach, California. PIMCO Product Strategists are investment professionals that specialize in specific asset class or market sector and are recognized internally and externally as subject matter experts in their areas. Strategists at PIMCO drive the growth of their business area, focusing on long-term strategic positioning, while capitalizing on near-term demand opportunities. Strategists seek to position PIMCO for sustained high growth rates and attractive levels of profitability, diversifying PIMCO's business by product, vehicle, investor type, and region. Strategists use their highly specialized knowledge to lead all strategic aspects of that strategy area, akin to running a focused global business unit within PIMCO. Typical teams are 3 to 7 people in size, split between senior Product Strategists and junior Product Associates and Analysts who provide reporting and analytical support. The Equity Product Strategist will join our team in Newport Beach and will contribute to growth and development of our Equity business and solutions. PIMCO's Equity business includes a broad and multi-faceted product line, offering strategies ranging from portable alpha to systematic active to smart beta. In total, PIMCO manages nearly $40 billion in equity assets under management and has been recognized by Lipper and Barron's for their strong & consistent performance. PIMCO RAE is an innovative value-oriented equity strategy with a 20-year track record and top-ranked performance within its peer group. Delivering consistent out-performance driven by a systematic, quantitative approach to equity investing, PIMCO RAE represents a significant growth opportunity for the firm, particularly as investors move away from traditional active equity management. Launched in 1986, PIMCO's StocksPLUS strategies have successfully served investor needs for a diversified source of alpha within their equity allocations. Additionally, the person filling this role will also have the opportunity to collaborate with PIMCO's Asset Allocation Product Strategy team on the build-out and growth of multi-asset offerings. Responsibilities Include: Serve as a product expert on PIMCO's Equity portfolios internally and externally Develop and execute business plan for the Equity business in partnership with client-facing PIMCO professionals to grow business across channels and geographies Work with investors and their advisors to identify and assess investment needs and recommend suitable investment strategies and solutions Identify demand for new equity products; develop, position and support those products Develop a positive relationship with the portfolio management and analyst teams in order to be a credible and highly effective PM substitute, serving as the product guide to relationship managers and marketers Represent PIMCO's equity products externally at client meetings, industry conferences and meetings with other market participants globally Develop marketing, client servicing and educational materials, including presentations, monthly commentaries, quarterly investor reports, white papers, and other materials for publication Collaborate with the Asset Allocation team on the build-out of specific multi-asset solutions for clients globally Position Requirements: Preference for 7+ years of relevant work experience in asset management industry. Expert knowledge of active equity investment strategies including deep knowledge of systematic and quantitative equity investing approaches. Experience working with asset owners and financial intermediaries, discussing equity markets, equity allocations, and manager selection, preferably within the context of the systematic or quantitative equity solutions Robust understanding of macroeconomic and market fundamentals. Passion for the financial markets and investment management Proficiency in analyzing and communicating portfolio strategy and risk factors Understanding of the various channels of demand, market trends, and distribution strategy for equity products Outstanding verbal and written communication skills Skills for public speaking in both formal and informal settings, in front of a variety of types and sizes of audiences Entrepreneurial aim to build a business coupled with being a collaborative teammate High level of organizational skills and the ability to prioritize work according to business needs Clear dedication to PIMCO's culture, values and investment approach An MBA degree with an emphasis in Finance and Economics or an equivalent advanced degree preferred. CFA desired PIMCO follows a total compensation approach when rewarding employees which includes a base salary and a discretionary bonus. Base salary is the fixed component of compensation that is determined by core job responsibilities, relevant experience, internal level, and market factors. The discretionary bonus is used to award performance and therefore is determined by company, business, team, and individual performance. Salary Range: $ 175,000.00 - $ 240,000.00 Equal Employment Opportunity and Affirmative Action Statement PIMCO recruits and hires qualified candidates without regard to race, national origin, ancestry, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), sexual orientation, gender (including gender identity and expression), age, military or veteran status, disability (physical or mental), any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other basis such as medical condition, or marital status under applicable laws. Applicants with Disabilities PIMCO is an Equal Employment Opportunity/Affirmative Action employer. We provide reasonable accommodation for qualified individuals with disabilities, including veterans, in job application procedures. If you have any difficulty using our online system due to a disability and you would like to request an accommodation, you may contact us at and leave a message. This is a dedicated line designed exclusively to assist job seekers with disabilities to apply online. Only messages left for this purpose will be considered. A response to your request may take up to two business days.
04/07/2024
Full time
PIMCO is a global leader in active fixed income with deep expertise across public and private markets. We invest our clients' capital across a range of fixed income and credit opportunities, leveraging our decades of experience navigating complex debt markets. Our flexible capital base and deep relationships with issuers have helped us become one of the world's largest providers of traditional and nontraditional solutions for companies that need financing and investors who seek strong risk-adjusted returns. Since 1971, our people have shaped our organization through a high-performance inclusive culture, in which we celebrate diverse thinking. We invest in our people and strive to imprint our CORE values of Collaboration, Openness, Responsibility and Excellence. We believe each of us is here to help others succeed and this has led to PIMCO being recognized as an innovator, industry thought leader and trusted advisor to our clients. PIMCO is seeking an experienced investment professional to join their Equity Product Strategy team in Newport Beach, California. PIMCO Product Strategists are investment professionals that specialize in specific asset class or market sector and are recognized internally and externally as subject matter experts in their areas. Strategists at PIMCO drive the growth of their business area, focusing on long-term strategic positioning, while capitalizing on near-term demand opportunities. Strategists seek to position PIMCO for sustained high growth rates and attractive levels of profitability, diversifying PIMCO's business by product, vehicle, investor type, and region. Strategists use their highly specialized knowledge to lead all strategic aspects of that strategy area, akin to running a focused global business unit within PIMCO. Typical teams are 3 to 7 people in size, split between senior Product Strategists and junior Product Associates and Analysts who provide reporting and analytical support. The Equity Product Strategist will join our team in Newport Beach and will contribute to growth and development of our Equity business and solutions. PIMCO's Equity business includes a broad and multi-faceted product line, offering strategies ranging from portable alpha to systematic active to smart beta. In total, PIMCO manages nearly $40 billion in equity assets under management and has been recognized by Lipper and Barron's for their strong & consistent performance. PIMCO RAE is an innovative value-oriented equity strategy with a 20-year track record and top-ranked performance within its peer group. Delivering consistent out-performance driven by a systematic, quantitative approach to equity investing, PIMCO RAE represents a significant growth opportunity for the firm, particularly as investors move away from traditional active equity management. Launched in 1986, PIMCO's StocksPLUS strategies have successfully served investor needs for a diversified source of alpha within their equity allocations. Additionally, the person filling this role will also have the opportunity to collaborate with PIMCO's Asset Allocation Product Strategy team on the build-out and growth of multi-asset offerings. Responsibilities Include: Serve as a product expert on PIMCO's Equity portfolios internally and externally Develop and execute business plan for the Equity business in partnership with client-facing PIMCO professionals to grow business across channels and geographies Work with investors and their advisors to identify and assess investment needs and recommend suitable investment strategies and solutions Identify demand for new equity products; develop, position and support those products Develop a positive relationship with the portfolio management and analyst teams in order to be a credible and highly effective PM substitute, serving as the product guide to relationship managers and marketers Represent PIMCO's equity products externally at client meetings, industry conferences and meetings with other market participants globally Develop marketing, client servicing and educational materials, including presentations, monthly commentaries, quarterly investor reports, white papers, and other materials for publication Collaborate with the Asset Allocation team on the build-out of specific multi-asset solutions for clients globally Position Requirements: Preference for 7+ years of relevant work experience in asset management industry. Expert knowledge of active equity investment strategies including deep knowledge of systematic and quantitative equity investing approaches. Experience working with asset owners and financial intermediaries, discussing equity markets, equity allocations, and manager selection, preferably within the context of the systematic or quantitative equity solutions Robust understanding of macroeconomic and market fundamentals. Passion for the financial markets and investment management Proficiency in analyzing and communicating portfolio strategy and risk factors Understanding of the various channels of demand, market trends, and distribution strategy for equity products Outstanding verbal and written communication skills Skills for public speaking in both formal and informal settings, in front of a variety of types and sizes of audiences Entrepreneurial aim to build a business coupled with being a collaborative teammate High level of organizational skills and the ability to prioritize work according to business needs Clear dedication to PIMCO's culture, values and investment approach An MBA degree with an emphasis in Finance and Economics or an equivalent advanced degree preferred. CFA desired PIMCO follows a total compensation approach when rewarding employees which includes a base salary and a discretionary bonus. Base salary is the fixed component of compensation that is determined by core job responsibilities, relevant experience, internal level, and market factors. The discretionary bonus is used to award performance and therefore is determined by company, business, team, and individual performance. Salary Range: $ 175,000.00 - $ 240,000.00 Equal Employment Opportunity and Affirmative Action Statement PIMCO recruits and hires qualified candidates without regard to race, national origin, ancestry, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), sexual orientation, gender (including gender identity and expression), age, military or veteran status, disability (physical or mental), any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other basis such as medical condition, or marital status under applicable laws. Applicants with Disabilities PIMCO is an Equal Employment Opportunity/Affirmative Action employer. We provide reasonable accommodation for qualified individuals with disabilities, including veterans, in job application procedures. If you have any difficulty using our online system due to a disability and you would like to request an accommodation, you may contact us at and leave a message. This is a dedicated line designed exclusively to assist job seekers with disabilities to apply online. Only messages left for this purpose will be considered. A response to your request may take up to two business days.
About Us Wellington Management offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our investment solutions, tailored to the unique return and risk objectives of institutional clients in more than 60 countries, draw on a robust body of proprietary research and a collaborative culture that encourages independent thought and healthy debate. As a private partnership, we believe our ownership structure fosters a long-term view that aligns our perspectives with those of our clients. About the Role Our global investment platform is comprised of over 500 investment professionals across seven investment functions (Hedge Fund Group, Private Investments, Sustainability, Investment Boutiques, Research, Science & Strategy) in the Americas, EMEA and APAC regions. The team collectively manages approximately $1 trillion in assets across the capital structure. The Investment Boutiques (IB) leadership team is responsible for ensuring Wellington has a world-class global investment platform with excellent investment results, capabilities, infrastructure, talent and products to meet the evolving needs of clients now and in the future. We are seeking to add a Director aligned with Equity to join the leadership team in leading and managing our US Equity investment teams. The Director, as part of the Equity leadership team, will develop and execute the department's strategic plan and various initiatives to ensure the investment teams have the talent and resources they need to deliver for clients. The position is based in Boston and will report to the Head of Investment Boutiques. The successful candidate will have a passion for investing, demonstrable problem-solving skills, a commercial outlook and the ability to thrive in a highly collaborative team-oriented environment. They will be the utmost fiduciary and be laser-focused on helping investment teams deliver excellent performance for our clients. It is critical that the ideal candidate be an empathetic leader with the strongest ability to build trust-based relationships with investors. ESSENTIAL SKILLS Management experience: The ideal candidate will have a passion for helping others develop and experience in managing diverse and global investment talent including the ability to identify, coach, evaluate and lead talent. They will have the flexibility and openness to continue learning, evolving and growing as a manager of investment talent. Superior collaboration and influencing skills: The successful candidate will enjoy contributing to a highly collaborative leadership team. They will bring credibility to engage productively with senior investors and leaders, including ability to provide a point of view, constructively challenge status quo and solve problems. The ideal candidate will bring a flexible mindset and creative approach to problem solving with the discretion to manage competing priorities from multiple stakeholders. Passion for investing and trusted leader: They will have a passion for investing, demonstrable problem-solving skills and the ability to thrive in a highly collaborative team-oriented environment. They will be the utmost fiduciary and laser focused on helping Investors deliver differentiated and excellent investment performance. It is critical that the ideal candidate be an empathetic leader with the strongest ability to build trust-based relationships with investors. RESPONSIBILITIES INVESTMENT CAPABILITIES & TALENT Ensuring that we attract and retain the investment talent necessary to generate excellent research and investment performance: • Building diverse and inclusive teams in which different perspectives, backgrounds and skill are embraced to improve idea generation and client outcomes • Providing ongoing guidance, coaching and feedback for both junior and experienced investment professionals (e.g., helping them have impact by focusing on long term, deep, differentiated research; counseling on team dynamics; finding solutions to 'pain points;' enabling effective communication and the interface between investors locally, regionally and globally; and utilizing firm resources, including technology) • Succession planning including identifying talent needs/gaps and providing ongoing assessment of Investors' investment skills/capabilities • Identifying and developing the skills required in the future, including an alternatives skill set (shorting, absolute return mindset), investment science and advanced data skills, portfolio management capabilities, and risk taking; and • Providing ongoing assessment of investment skill/capabilities and managing mid- and year-end performance and compensation review processes. INVESTMENT PERFORMANCE, INTEGRITY & RISK Promoting idea generation and excellent investment performance in our portfolios. Ensuring portfolios are taking risks consistent with client expectations and regulatory requirements: • Supporting Investors to develop well-articulated investment philosophies and processes • Helping to provide risk management, fiduciary and supervisory oversight, and regulatory oversight • Ensuring a successful operational model for each Investor's research and investment process • Managing investment capacity for each team and strategy; and • Leverage the Investors' time to ensure they are generating excellent investment results. INFRASTRUCTURE & SUPPORT Ensuring that the Investment Boutiques platform has the necessary infrastructure and support to achieve its investment objectives and meet our fiduciary and regulatory responsibilities: • Ensuring necessary infrastructure and support is in place • Participating in new product development discussions globally and across functions; and • Connecting and collaborating with key support areas (Trading, Product Management, Legal and Compliance, IT, Global Relationship Group) and across regions to ensure effective end-to-end investment processes QUALIFICATIONS • 15+ years of relevant professional experience • Superior organizational skills ability to manage, prioritize and complete multiple projects simultaneously and focused on results • Effective interpersonal and communication skills with ability to articulate and integrate numerous viewpoints and mobilize/influence across the firm • Ability to navigate stressful situations with poise, focused on being a calming presence, active listener and pragmatic problem solver • Prior management experience of investors and/or first-hand investment experience, either as an Analyst or Portfolio Manager, would be advantageous • Strong academic credentials: MBA and/or CFA (or equivalent) Not sure you meet 100% of our qualifications? That's ok. If you believe that you could excel in this role, we encourage you to apply and welcome a chance to review your background. We are dedicated to building and maintaining a diversified workforce and considering a broad array of candidates with a variety of skill, workplace experiences, and backgrounds. As an equal opportunity employer, Wellington Management ensures that all qualified applicants will receive equal consideration for employment without regard to race, color, sex, sexual orientation, gender identity, gender expression, religion, creed, national origin, age, ancestry, disability (physical or mental), medical condition, citizenship, marital status, pregnancy, veteran or military status, genetic information or any other characteristic protected by applicable law . If you are a candidate with a disability, or are assisting a candidate with a disability, and require an accommodation to apply for one of our jobs, please email us at . At Wellington Management, our approach to compensation is designed to help us attract, inspire and retain the best talent in our industry.We strive to pay employees fairly and competitively across all levels and roles. Our approach to compensation considers all aspects of total compensation; all employees are eligible to receive salary, variable compensation, and benefits. The base salary range for this position is: USD 100,000 - 225,000 This range takes into account the wide range of factors that are considered when making compensation decisions, including but not limited to skill sets; role; skills and experience; certifications; and education. This range is an estimate, and further details on salary and total compensation aspects will be shared with candidates during the recruitment process. Base salary is only one component of Wellington's total compensation approach. Other rewards may include a discretionary Corporate Bonus and/ or Incentives, if eligible. In addition, we offer a comprehensive and high value benefit package to meet the unique needs of our employees and their families, and we are committed to fostering a flexible work environment that enables employees to thrive personally and professionally. Examples of our benefits include retirement plan, health and wellbeing, dental, vision, and pharmacy coverage, health savings account, flexible spending accounts and commuter program, employee assistance program, life and disability insurance, adoption assistance, back-up childcare, tuition/CFA reimbursement and paid time off (leave of absence, paid holidays, volunteer, sick and vacation time)
04/07/2024
Full time
About Us Wellington Management offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our investment solutions, tailored to the unique return and risk objectives of institutional clients in more than 60 countries, draw on a robust body of proprietary research and a collaborative culture that encourages independent thought and healthy debate. As a private partnership, we believe our ownership structure fosters a long-term view that aligns our perspectives with those of our clients. About the Role Our global investment platform is comprised of over 500 investment professionals across seven investment functions (Hedge Fund Group, Private Investments, Sustainability, Investment Boutiques, Research, Science & Strategy) in the Americas, EMEA and APAC regions. The team collectively manages approximately $1 trillion in assets across the capital structure. The Investment Boutiques (IB) leadership team is responsible for ensuring Wellington has a world-class global investment platform with excellent investment results, capabilities, infrastructure, talent and products to meet the evolving needs of clients now and in the future. We are seeking to add a Director aligned with Equity to join the leadership team in leading and managing our US Equity investment teams. The Director, as part of the Equity leadership team, will develop and execute the department's strategic plan and various initiatives to ensure the investment teams have the talent and resources they need to deliver for clients. The position is based in Boston and will report to the Head of Investment Boutiques. The successful candidate will have a passion for investing, demonstrable problem-solving skills, a commercial outlook and the ability to thrive in a highly collaborative team-oriented environment. They will be the utmost fiduciary and be laser-focused on helping investment teams deliver excellent performance for our clients. It is critical that the ideal candidate be an empathetic leader with the strongest ability to build trust-based relationships with investors. ESSENTIAL SKILLS Management experience: The ideal candidate will have a passion for helping others develop and experience in managing diverse and global investment talent including the ability to identify, coach, evaluate and lead talent. They will have the flexibility and openness to continue learning, evolving and growing as a manager of investment talent. Superior collaboration and influencing skills: The successful candidate will enjoy contributing to a highly collaborative leadership team. They will bring credibility to engage productively with senior investors and leaders, including ability to provide a point of view, constructively challenge status quo and solve problems. The ideal candidate will bring a flexible mindset and creative approach to problem solving with the discretion to manage competing priorities from multiple stakeholders. Passion for investing and trusted leader: They will have a passion for investing, demonstrable problem-solving skills and the ability to thrive in a highly collaborative team-oriented environment. They will be the utmost fiduciary and laser focused on helping Investors deliver differentiated and excellent investment performance. It is critical that the ideal candidate be an empathetic leader with the strongest ability to build trust-based relationships with investors. RESPONSIBILITIES INVESTMENT CAPABILITIES & TALENT Ensuring that we attract and retain the investment talent necessary to generate excellent research and investment performance: • Building diverse and inclusive teams in which different perspectives, backgrounds and skill are embraced to improve idea generation and client outcomes • Providing ongoing guidance, coaching and feedback for both junior and experienced investment professionals (e.g., helping them have impact by focusing on long term, deep, differentiated research; counseling on team dynamics; finding solutions to 'pain points;' enabling effective communication and the interface between investors locally, regionally and globally; and utilizing firm resources, including technology) • Succession planning including identifying talent needs/gaps and providing ongoing assessment of Investors' investment skills/capabilities • Identifying and developing the skills required in the future, including an alternatives skill set (shorting, absolute return mindset), investment science and advanced data skills, portfolio management capabilities, and risk taking; and • Providing ongoing assessment of investment skill/capabilities and managing mid- and year-end performance and compensation review processes. INVESTMENT PERFORMANCE, INTEGRITY & RISK Promoting idea generation and excellent investment performance in our portfolios. Ensuring portfolios are taking risks consistent with client expectations and regulatory requirements: • Supporting Investors to develop well-articulated investment philosophies and processes • Helping to provide risk management, fiduciary and supervisory oversight, and regulatory oversight • Ensuring a successful operational model for each Investor's research and investment process • Managing investment capacity for each team and strategy; and • Leverage the Investors' time to ensure they are generating excellent investment results. INFRASTRUCTURE & SUPPORT Ensuring that the Investment Boutiques platform has the necessary infrastructure and support to achieve its investment objectives and meet our fiduciary and regulatory responsibilities: • Ensuring necessary infrastructure and support is in place • Participating in new product development discussions globally and across functions; and • Connecting and collaborating with key support areas (Trading, Product Management, Legal and Compliance, IT, Global Relationship Group) and across regions to ensure effective end-to-end investment processes QUALIFICATIONS • 15+ years of relevant professional experience • Superior organizational skills ability to manage, prioritize and complete multiple projects simultaneously and focused on results • Effective interpersonal and communication skills with ability to articulate and integrate numerous viewpoints and mobilize/influence across the firm • Ability to navigate stressful situations with poise, focused on being a calming presence, active listener and pragmatic problem solver • Prior management experience of investors and/or first-hand investment experience, either as an Analyst or Portfolio Manager, would be advantageous • Strong academic credentials: MBA and/or CFA (or equivalent) Not sure you meet 100% of our qualifications? That's ok. If you believe that you could excel in this role, we encourage you to apply and welcome a chance to review your background. We are dedicated to building and maintaining a diversified workforce and considering a broad array of candidates with a variety of skill, workplace experiences, and backgrounds. As an equal opportunity employer, Wellington Management ensures that all qualified applicants will receive equal consideration for employment without regard to race, color, sex, sexual orientation, gender identity, gender expression, religion, creed, national origin, age, ancestry, disability (physical or mental), medical condition, citizenship, marital status, pregnancy, veteran or military status, genetic information or any other characteristic protected by applicable law . If you are a candidate with a disability, or are assisting a candidate with a disability, and require an accommodation to apply for one of our jobs, please email us at . At Wellington Management, our approach to compensation is designed to help us attract, inspire and retain the best talent in our industry.We strive to pay employees fairly and competitively across all levels and roles. Our approach to compensation considers all aspects of total compensation; all employees are eligible to receive salary, variable compensation, and benefits. The base salary range for this position is: USD 100,000 - 225,000 This range takes into account the wide range of factors that are considered when making compensation decisions, including but not limited to skill sets; role; skills and experience; certifications; and education. This range is an estimate, and further details on salary and total compensation aspects will be shared with candidates during the recruitment process. Base salary is only one component of Wellington's total compensation approach. Other rewards may include a discretionary Corporate Bonus and/ or Incentives, if eligible. In addition, we offer a comprehensive and high value benefit package to meet the unique needs of our employees and their families, and we are committed to fostering a flexible work environment that enables employees to thrive personally and professionally. Examples of our benefits include retirement plan, health and wellbeing, dental, vision, and pharmacy coverage, health savings account, flexible spending accounts and commuter program, employee assistance program, life and disability insurance, adoption assistance, back-up childcare, tuition/CFA reimbursement and paid time off (leave of absence, paid holidays, volunteer, sick and vacation time)
CIT is a leading national bank focused on empowering businesses and personal savers with the financial agility to navigate their goals. CIT Group Inc. (NYSE: CIT) is a financial holding company with over a century of experience and operates a principal bank subsidiary, CIT Bank, N.A. (Member FDIC, Equal Housing Lender). The company's commercial banking segment includes commercial financing, community association banking, middle market banking, equipment and vendor financing, factoring, railcar financing, treasury and payments services, and capital markets and asset management. CIT's consumer banking segment includes a national direct bank and regional branch network. Discover more at cit.com/about . Responsibilities: Lead deal team to evaluate new transactions, pre-screen transactions, conduct due diligence, prepare credit approval memos on transactions that are green-lighted in the pre-screen process, pitch transactions to credit committee in order to obtain credit approval, negotiate and review legal documentation as needed, and participate in deal closing. Analyze financial statements and capital structures, conduct business/industry/competitor analysis to identify transaction risks and mitigates; recommend transaction structures appropriate to the opportunity; provide a yes/no recommendation on the transaction based on due diligence. Manage assigned portfolio accounts - monitor performance and covenant compliance, prepare trend cards and periodic/annual reviews, process amendments and waiver requests in a timely manner to meet customer expectations, provide performance updates to managers, identify and act on warning signals, participate in portfolio reviews as needed. Maintain familiarity with CIT policies, procedures, and underwriting standards. Interface with other parts of the EF business, such as Asset Management, Legal, Operations, Insurance, Environmental, as well as other departments such as Capital Markets, Corporate Risk Management, Compliance, Problem Loan Management, Loan & Risk Review, and Internal Audit. Interface with customers (including brokers and intermediaries), as needed, to complete diligence process, as well as to assist the relationship management efforts of the Originators. Mentor and train junior resources (Analysts, Associates, AVPs) for the business. Preferred Qualifications: Bachelor's degree with a concentration in finance or accounting preferred. MBA/CFA a plus. Experience of Equipment Financing deals, equipment collateral, lease products and leasing structures, is required. 7- 10 years of experience as a senior underwriter in the commercial lending industry with direct experience of leading the underwriting and execution effort on large equipment and/or senior debt transactions. Must have a solid understanding of financial statements and capital structures, modeling & strong analytical skills with an ability to question assumptions. Experience with structuring transactions, leading deal teams, and negotiating documentation. CIT is committed to Equal Employment Opportunity. It is CIT's policy to provide equal employment opportunities to all qualified applicants without regard to their race or perceived race (including traits historically associated with race, such as hair texture and protective hairstyles), color, national origin, nationality, ancestry, citizenship, immigration status, age, sex (including pregnancy, lactation, childbirth or related medical conditions), actual or perceived gender, gender identity, gender expression or transgender (including transgender individuals who are transitioning, have transitioned, or are perceived to be transitioning to the gender with which they identify), religion, creed, marital status, family status, domestic partnership or civil union status, affectional or sexual orientation, atypical hereditary cellular or blood trait, genetic information or predisposition or carrier status (including testing and characteristics), status as a victim of domestic violence, actual or perceived status as a caregiver, military status and service, protected veteran status, mental or physical disability, perceived disability, record of disability, medical condition, AIDS and HIV status, or any other protected characteristic established by applicable federal, state, or local laws. If you would like more information about your EEO rights as an applicant under the law, please click here: Pay Transparency Notice EEO Law Poster EEO Supplemental Poster
09/23/2021
Full time
CIT is a leading national bank focused on empowering businesses and personal savers with the financial agility to navigate their goals. CIT Group Inc. (NYSE: CIT) is a financial holding company with over a century of experience and operates a principal bank subsidiary, CIT Bank, N.A. (Member FDIC, Equal Housing Lender). The company's commercial banking segment includes commercial financing, community association banking, middle market banking, equipment and vendor financing, factoring, railcar financing, treasury and payments services, and capital markets and asset management. CIT's consumer banking segment includes a national direct bank and regional branch network. Discover more at cit.com/about . Responsibilities: Lead deal team to evaluate new transactions, pre-screen transactions, conduct due diligence, prepare credit approval memos on transactions that are green-lighted in the pre-screen process, pitch transactions to credit committee in order to obtain credit approval, negotiate and review legal documentation as needed, and participate in deal closing. Analyze financial statements and capital structures, conduct business/industry/competitor analysis to identify transaction risks and mitigates; recommend transaction structures appropriate to the opportunity; provide a yes/no recommendation on the transaction based on due diligence. Manage assigned portfolio accounts - monitor performance and covenant compliance, prepare trend cards and periodic/annual reviews, process amendments and waiver requests in a timely manner to meet customer expectations, provide performance updates to managers, identify and act on warning signals, participate in portfolio reviews as needed. Maintain familiarity with CIT policies, procedures, and underwriting standards. Interface with other parts of the EF business, such as Asset Management, Legal, Operations, Insurance, Environmental, as well as other departments such as Capital Markets, Corporate Risk Management, Compliance, Problem Loan Management, Loan & Risk Review, and Internal Audit. Interface with customers (including brokers and intermediaries), as needed, to complete diligence process, as well as to assist the relationship management efforts of the Originators. Mentor and train junior resources (Analysts, Associates, AVPs) for the business. Preferred Qualifications: Bachelor's degree with a concentration in finance or accounting preferred. MBA/CFA a plus. Experience of Equipment Financing deals, equipment collateral, lease products and leasing structures, is required. 7- 10 years of experience as a senior underwriter in the commercial lending industry with direct experience of leading the underwriting and execution effort on large equipment and/or senior debt transactions. Must have a solid understanding of financial statements and capital structures, modeling & strong analytical skills with an ability to question assumptions. Experience with structuring transactions, leading deal teams, and negotiating documentation. CIT is committed to Equal Employment Opportunity. It is CIT's policy to provide equal employment opportunities to all qualified applicants without regard to their race or perceived race (including traits historically associated with race, such as hair texture and protective hairstyles), color, national origin, nationality, ancestry, citizenship, immigration status, age, sex (including pregnancy, lactation, childbirth or related medical conditions), actual or perceived gender, gender identity, gender expression or transgender (including transgender individuals who are transitioning, have transitioned, or are perceived to be transitioning to the gender with which they identify), religion, creed, marital status, family status, domestic partnership or civil union status, affectional or sexual orientation, atypical hereditary cellular or blood trait, genetic information or predisposition or carrier status (including testing and characteristics), status as a victim of domestic violence, actual or perceived status as a caregiver, military status and service, protected veteran status, mental or physical disability, perceived disability, record of disability, medical condition, AIDS and HIV status, or any other protected characteristic established by applicable federal, state, or local laws. If you would like more information about your EEO rights as an applicant under the law, please click here: Pay Transparency Notice EEO Law Poster EEO Supplemental Poster
At 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: As a Freddie Mac Multifamily Real Estate Analyst, you'll get the experience and resources you need to launch a successful career in the commercial real estate industry. In this top tier analyst program, you'll gain exposure and directly contribute to the strategies that affect the affordability and stability of the U.S. housing market. Based on your role, the risk analysis, deal execution and customer interaction will have a strong impact on the largest multifamily housing lender in the country. Apply now and learn why there is #MoreAtFreddieMac! ## Our Impact: Freddie Mac Multifamily offers a dynamic work environment, that allows Analysts to grow through a wide variety of experiences and responsibilities. Multifamily Real Estate Analysts take specific roles in various areas with immediate interaction with all levels including senior leadership. Placement and location are determined during the hiring process based on candidate experience, skill sets, areas of interests and business needs. _Our team is responsible for the following:_ _**Asset Management and Operations**_ - Customer Compliance Management (CCM) is tasked with managing Freddie Mac Multifamily's risk exposure by overseeing operational risk and Multifamily's dealings with financial institutions and counterparty credit risk. - Governance & Business Services is responsible for assessing and monitoring operational risks across the Multifamily Division to ensure compliance with regulators and oversight groups. Operational risks include data privacy, fraud/money laundering, information security and technology, business continuity, laws/regulations, process and people. - Loan Administration focuses on purchase, document review, document custody, data program, and data quality activities. - Loan Servicing focuses on reconciling Servicer reporting and cash remittance with expected values, resolving errors with Servicer by month-end deadlines, managing the multifamily cash accounts and all wire transactions. - provides physical risk analysis relating to apartment property condition, or construction or rehab analysis for properties undergoing major construction or rehabilitation. _**Business Management**_ - Establish, manage and implement divisional strategy and administration activities - Manage new business initiatives process, customer communications, marketing, training and events _**Capital Markets**_ - Ensure new transactions are priced appropriately and timely - Support the securitization process by providing due diligence, document processing, and financial/statistical analysis, and ad-hoc research - Monitor and update inputs for pricing, status reports, and other competitive analyses - Perform all portfolio management, valuation and costing of Multifamily assets - Develop and manage Multifamily models and analytical capabilities _**Production and Sales**_ - Interacting with our lenders on deal execution, property inspections, quoting and deal structuring, and working with the underwriting group to assess the risk of the deal _**Underwriting**_ - Work with the Production and Sales team on deal execution by assessing the risk of the deal, reviewing borrower financials, conducting market analysis, property inspections and presenting deals for approval - ++Risk Distribution & Credit++ ensures quality of underwriting data and analysis presented to external parties to securitization, report origination credit trends for securitized loans to senior management and the broader Division and support ongoing development and monitoring of Multifamily Credit Policy ## Your Impact: In this role, you will be an integral part of a dynamic team and will be expected to: - Collaborate with all levels of employees including division leadership - Build professional relationships across the organization and enhance your business acumen through established training opportunities and day to day work execution - Execute deals and project requirements with the highest integrity and dedication to accomplish excellence - Assist with creating solutions that help with ensuring liquidity, stability, and affordability to the U.S. housing market ## Qualifications: - Bachelor's degree in Business Administration, Finance, Accounting, Economics, Mathematics, Real Estate, Statistics or a related discipline - Minimum cumulative 3.0 GPA - Availability to begin full time employment in our January 2022 or June 2022 cohort - Graduation no more than 18 months prior to start date ## Keys to Success in this Role: - Strong verbal and written communication skills; - Strong analytical and quantitative skills - Highly organized and detail-oriented - Self-starter and entrepreneurial spirit - Must be a team player and able to work collaboratively _**NOTE:**_ _Freddie Mac will not be hiring any students, exchange visitors, or recent graduates on F-1 (CPT/OPT), J-1, M-1 visas, or any individuals requiring sponsorship for an employment based visa application (such as H-1B) in connection with these openings)._ **Current 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.
09/11/2021
Full time
At 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: As a Freddie Mac Multifamily Real Estate Analyst, you'll get the experience and resources you need to launch a successful career in the commercial real estate industry. In this top tier analyst program, you'll gain exposure and directly contribute to the strategies that affect the affordability and stability of the U.S. housing market. Based on your role, the risk analysis, deal execution and customer interaction will have a strong impact on the largest multifamily housing lender in the country. Apply now and learn why there is #MoreAtFreddieMac! ## Our Impact: Freddie Mac Multifamily offers a dynamic work environment, that allows Analysts to grow through a wide variety of experiences and responsibilities. Multifamily Real Estate Analysts take specific roles in various areas with immediate interaction with all levels including senior leadership. Placement and location are determined during the hiring process based on candidate experience, skill sets, areas of interests and business needs. _Our team is responsible for the following:_ _**Asset Management and Operations**_ - Customer Compliance Management (CCM) is tasked with managing Freddie Mac Multifamily's risk exposure by overseeing operational risk and Multifamily's dealings with financial institutions and counterparty credit risk. - Governance & Business Services is responsible for assessing and monitoring operational risks across the Multifamily Division to ensure compliance with regulators and oversight groups. Operational risks include data privacy, fraud/money laundering, information security and technology, business continuity, laws/regulations, process and people. - Loan Administration focuses on purchase, document review, document custody, data program, and data quality activities. - Loan Servicing focuses on reconciling Servicer reporting and cash remittance with expected values, resolving errors with Servicer by month-end deadlines, managing the multifamily cash accounts and all wire transactions. - provides physical risk analysis relating to apartment property condition, or construction or rehab analysis for properties undergoing major construction or rehabilitation. _**Business Management**_ - Establish, manage and implement divisional strategy and administration activities - Manage new business initiatives process, customer communications, marketing, training and events _**Capital Markets**_ - Ensure new transactions are priced appropriately and timely - Support the securitization process by providing due diligence, document processing, and financial/statistical analysis, and ad-hoc research - Monitor and update inputs for pricing, status reports, and other competitive analyses - Perform all portfolio management, valuation and costing of Multifamily assets - Develop and manage Multifamily models and analytical capabilities _**Production and Sales**_ - Interacting with our lenders on deal execution, property inspections, quoting and deal structuring, and working with the underwriting group to assess the risk of the deal _**Underwriting**_ - Work with the Production and Sales team on deal execution by assessing the risk of the deal, reviewing borrower financials, conducting market analysis, property inspections and presenting deals for approval - ++Risk Distribution & Credit++ ensures quality of underwriting data and analysis presented to external parties to securitization, report origination credit trends for securitized loans to senior management and the broader Division and support ongoing development and monitoring of Multifamily Credit Policy ## Your Impact: In this role, you will be an integral part of a dynamic team and will be expected to: - Collaborate with all levels of employees including division leadership - Build professional relationships across the organization and enhance your business acumen through established training opportunities and day to day work execution - Execute deals and project requirements with the highest integrity and dedication to accomplish excellence - Assist with creating solutions that help with ensuring liquidity, stability, and affordability to the U.S. housing market ## Qualifications: - Bachelor's degree in Business Administration, Finance, Accounting, Economics, Mathematics, Real Estate, Statistics or a related discipline - Minimum cumulative 3.0 GPA - Availability to begin full time employment in our January 2022 or June 2022 cohort - Graduation no more than 18 months prior to start date ## Keys to Success in this Role: - Strong verbal and written communication skills; - Strong analytical and quantitative skills - Highly organized and detail-oriented - Self-starter and entrepreneurial spirit - Must be a team player and able to work collaboratively _**NOTE:**_ _Freddie Mac will not be hiring any students, exchange visitors, or recent graduates on F-1 (CPT/OPT), J-1, M-1 visas, or any individuals requiring sponsorship for an employment based visa application (such as H-1B) in connection with these openings)._ **Current 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.
Chief Information Security Officer (CISO) Location: Elkridge, MD/Remote FosterThomas, a Mid-Atlantic Staffing and Recruiting Firm, is leading the search for a Chief Information Security Officer (CISO) for our Client located Elkridge, MD, currently remote. This Chief Information Security Officer (CISO) is a key leadership role responsible for the governance and oversight of the access, availability, and integrity of business data assets and intellectual property. The leader is responsible for ensuring the business is appropriately protected against risks associated with cyber-attacks on external and internal resources. The leader develops the enterprise information security strategy and is responsible for the security and privacy program. Communicates regularly with the President/CEO and executive staff and educate the workforce about threats, vulnerabilities, and risks. The CISO will oversee and coordinate security efforts across the company, including information technology, human resources, communications, facilities management and other groups, and will identify security initiatives and standards. Responsibilities: Develops and maintains the corporate security program(s); implements and maintains industry best practices with respect to security and security controls across the organization Manage the development and implementation of global security policy, standards, guidelines and procedures to ensure ongoing maintenance of security. Physical protection responsibilities will include asset protection, workplace violence prevention, access control systems, video surveillance, and more. Information protection responsibilities will include network and cloud security architecture, network access and monitoring policies, employee education and awareness, and more Lead the information security team to achieve the information security strategy; proactively influence peers and senior leaders in other business units to build a strong security culture Balance the risk between security controls in a strongly-regulated and complex IT environment against the needs for fast revenue growth in a highly competitive industry Understand the threats against the company - who they are, how they operate, what motivates them - and how to allocate the right level of resources to counter them Think creatively about simple, practical, cost-effective solutions for defending the company and customers against increasingly aggressive and sophisticated cyber attackers Prior experience in leading security incident response efforts Articulate complex information security concepts to senior executives and non-technical employees clearly while accurately portraying real risks and threats to the company Lead operational risk management activities to enhance the value of the company and brand Oversee a network of security practitioners and vendors who safeguard the company's assets, intellectual property and computer systems, as well as the physical safety of employees and visitors. Identify protection goals, objectives and metrics consistent with corporate objectives Work with other executives to prioritize security initiatives and spending based on appropriate risk management and/or financial methodology Lead, develop, and oversee incident response planning as well as the investigation of security breaches, and assist with disciplinary and legal matters associated with such breaches as necessary. Work with outside consultants as appropriate for independent security audits Demonstrated ability to work under pressure and maintain composure during high-stress situations Experience in establishing, operating, assessing, and maintaining a FISMA/NIST compliant architecture Advanced understanding of security architecture, security technologies, systems design, integration of systems and networking Leads and/or Participates in formal certification, test, and evaluation activities. Working experience in drafting, developing, and submitting Security Assessment and Authorization (SA&A) documentation, System Security Plans (SSP), Security Concept of Operations (CONOPs), Contingency Plans, Security Architectures, Risk Assessment Plan and Plan of Action and Milestones (POAM) Review and/or implement security programs in compliance with FedRAMP and HIPAA/HITECH. ISO 27001 and HITRUST experience strongly desired Establish and maintain a vulnerability management program for corporate and client environments Assist analysts with the review of SAST, DAST, and SCA scans as needed, and provide recommendations on remediation/mitigation approaches Assist analysts with the review and update of SIA, SSP, CP, ISRA, POA&M, and network security diagrams Qualifications: 10 years of information security experience including 5 years as an information security leader, with a demonstrated record of delivering business value BA or BS; MA or MS preferred CISSP required. CISM, C|CISO, CISSP-ISSMP, GSTRT or similar certification security management certification preferred Previous experience in a CISO role is preferred Experience with applicable regulatory and standards frameworks (e.g. FISMA, NIST CSF, FedRAMP, ISO2700x, HIPAA/HITECH, HITRUST etc.) Advanced understanding in one or more of the following areas: Platform Security, Data Security, Network Security, Cloud Security, Physical Security, Security Assessment Tools including SAST, DAST, and SCA, Security Monitoring Tools, and Managed Security Services Advanced understanding in one or more of the following areas: Security Governance Standards, Business Continuity Planning, Enterprise Risk Management, Computer Security Incident Response, and Security Compliance Audits Previous experience preparing updates and presenting to Senior Leadership - provided by Dice
01/31/2021
Full time
Chief Information Security Officer (CISO) Location: Elkridge, MD/Remote FosterThomas, a Mid-Atlantic Staffing and Recruiting Firm, is leading the search for a Chief Information Security Officer (CISO) for our Client located Elkridge, MD, currently remote. This Chief Information Security Officer (CISO) is a key leadership role responsible for the governance and oversight of the access, availability, and integrity of business data assets and intellectual property. The leader is responsible for ensuring the business is appropriately protected against risks associated with cyber-attacks on external and internal resources. The leader develops the enterprise information security strategy and is responsible for the security and privacy program. Communicates regularly with the President/CEO and executive staff and educate the workforce about threats, vulnerabilities, and risks. The CISO will oversee and coordinate security efforts across the company, including information technology, human resources, communications, facilities management and other groups, and will identify security initiatives and standards. Responsibilities: Develops and maintains the corporate security program(s); implements and maintains industry best practices with respect to security and security controls across the organization Manage the development and implementation of global security policy, standards, guidelines and procedures to ensure ongoing maintenance of security. Physical protection responsibilities will include asset protection, workplace violence prevention, access control systems, video surveillance, and more. Information protection responsibilities will include network and cloud security architecture, network access and monitoring policies, employee education and awareness, and more Lead the information security team to achieve the information security strategy; proactively influence peers and senior leaders in other business units to build a strong security culture Balance the risk between security controls in a strongly-regulated and complex IT environment against the needs for fast revenue growth in a highly competitive industry Understand the threats against the company - who they are, how they operate, what motivates them - and how to allocate the right level of resources to counter them Think creatively about simple, practical, cost-effective solutions for defending the company and customers against increasingly aggressive and sophisticated cyber attackers Prior experience in leading security incident response efforts Articulate complex information security concepts to senior executives and non-technical employees clearly while accurately portraying real risks and threats to the company Lead operational risk management activities to enhance the value of the company and brand Oversee a network of security practitioners and vendors who safeguard the company's assets, intellectual property and computer systems, as well as the physical safety of employees and visitors. Identify protection goals, objectives and metrics consistent with corporate objectives Work with other executives to prioritize security initiatives and spending based on appropriate risk management and/or financial methodology Lead, develop, and oversee incident response planning as well as the investigation of security breaches, and assist with disciplinary and legal matters associated with such breaches as necessary. Work with outside consultants as appropriate for independent security audits Demonstrated ability to work under pressure and maintain composure during high-stress situations Experience in establishing, operating, assessing, and maintaining a FISMA/NIST compliant architecture Advanced understanding of security architecture, security technologies, systems design, integration of systems and networking Leads and/or Participates in formal certification, test, and evaluation activities. Working experience in drafting, developing, and submitting Security Assessment and Authorization (SA&A) documentation, System Security Plans (SSP), Security Concept of Operations (CONOPs), Contingency Plans, Security Architectures, Risk Assessment Plan and Plan of Action and Milestones (POAM) Review and/or implement security programs in compliance with FedRAMP and HIPAA/HITECH. ISO 27001 and HITRUST experience strongly desired Establish and maintain a vulnerability management program for corporate and client environments Assist analysts with the review of SAST, DAST, and SCA scans as needed, and provide recommendations on remediation/mitigation approaches Assist analysts with the review and update of SIA, SSP, CP, ISRA, POA&M, and network security diagrams Qualifications: 10 years of information security experience including 5 years as an information security leader, with a demonstrated record of delivering business value BA or BS; MA or MS preferred CISSP required. CISM, C|CISO, CISSP-ISSMP, GSTRT or similar certification security management certification preferred Previous experience in a CISO role is preferred Experience with applicable regulatory and standards frameworks (e.g. FISMA, NIST CSF, FedRAMP, ISO2700x, HIPAA/HITECH, HITRUST etc.) Advanced understanding in one or more of the following areas: Platform Security, Data Security, Network Security, Cloud Security, Physical Security, Security Assessment Tools including SAST, DAST, and SCA, Security Monitoring Tools, and Managed Security Services Advanced understanding in one or more of the following areas: Security Governance Standards, Business Continuity Planning, Enterprise Risk Management, Computer Security Incident Response, and Security Compliance Audits Previous experience preparing updates and presenting to Senior Leadership - provided by Dice
Are you looking to take your career from good to great? As an employee of PenFed, every day is an opportunity to thrive, and be part of a team working to ensure our organization is providing world class service to our members, employees, and our communities. We exist to help our members realize their full potential, educate and encourage their dreams, and make every effort to follow our mission and help our members "do better." Joining PenFed is more than being an employee; it's about being a part of the PenFed family. PenFed is hiring a Mortgage Program Manager at our Frisco, TX location. The primary purpose of this job is to be accountable for a team of project managers and/or scrum masters which defines, delivers, and executes projects of varying levels of risk, size, and complexity aligned with critical enterprise objectives. Responsibilities Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. This is not intended to be an all-inclusive list of job duties and the position will perform other duties as assigned. Provide program management leadership to project/program teams by ensuring alignment of individual projects against enterprise objectives. Create and execute project communications and delivery via status reports and other deliverables necessary to inform and align stakeholders verbally and in writing. Lead the execution and delivery of business projects and governance in alignment with business strategies. Lead and manage a team of program managers and business analysts. Monitor component project schedules, performance, quality, and budget using Clarity and other appropriate tools and techniques, then define and monitor corrective actions as needed. Develop new programs to support the strategic direction of the organization. Developing a budget and operating plan for the program to ensure successful execution. Lead project estimation activities as inputs into to corporate budgets. Lead change management programs and activities ensure effective adoption of change; coordinate across all channels. Lead and understand vendor integration with PenFed applications. Serve as an escalation point for any issue that cannot be resolved within the established project team. Build and contributed to a positive, team oriented culture. Collaborate with executives and senior management to create, prioritize, and define key strategic and tactical initiatives. Possess and convey high level of knowledge of PM professional practice codes, methodologies, and knowledge sources to help grow PM capabilities throughout the organization. Ensure alignment to the appropriate delivery methodology (i.e. Agile, Waterfall, Hybrid) for the project. Provide strategic guidance and oversight to project team members to assist with project delivery; build and maintain working relationships with vendors, and other departments. Other duties as assigned necessary to deliver project scope and improve the overall success of delivery across the organization. *This role is responsible for ensuring business continuity.* Qualifications Equivalent combination of education and experience is considered. Bachelor's Degree or an equivalent a combination of education and experience in lieu of degree Minimum of ten (10) years' experience performing project management duties in the mortgage industry or a financial services environment Minimum of five (5) five years' program/project manager experience across different types of high-risk, high-value projects Prior experience in influencing, motivating, and mobilizing mid to large teams and business partners Experience working on large projects including operating system upgrades and integrations, automation processes and creating digital presence. Excellent understanding of project management, including methodologies and best practices Demonstrated experience successfully delivering complex projects, leading teams, and interacting with the highest levels of executive leadership. Excellent communication skills. Licenses and Certifications PMP Certification preferred Scaled or Lean Agile Certification preferred Change Management Certification preferred Travel Ability to travel to various worksites and be on-call may be required. Special Message Regarding COVID 19 PenFed is continuing to hire and train exceptional individuals to help us serve our 2 million members both here and around the world. In light of the current situation with novel coronavirus (COVID-19), we have modified our hiring, onboarding, training, and deployment protocols in order to comply with current local and state guidance around social distancing. About Us Established in 1935, PenFed today is one of the country's strongest and most stable financial institutions with over 2 million members and over $26 billion in assets. We serve members in all 50 states and the District of Columbia, as well as in Guam, Puerto Rico and Okinawa. We are federally insured by NCUA and we are an Equal Housing Lender. We are available to members worldwide, via the web, seven days a week, twenty-four hours a day. We provide our employees with a lucrative benefits package including robust medical, dental and vision plan options, plenty of paid time off, 401k with employer match, on-site fitness facilities at our larger locations, and more. Equal Employment Opportunity PenFed management will maintain and observe personnel policies which will not discriminate or permit harassment or retaliation against a person because of race, color, creed, age, sex, gender, gender identity, gender expression, religion, national origin, ancestry, marital status, military or veteran status or obligation, the presence of a physical and/or mental disability or medical condition, genetic information, sexual orientation, and all statuses protected by applicable state or local law in all recruiting, hiring, training, compensation, overtime, position classifications, work assignments, facilities, promotions, transfers, employee treatment, and in all other terms and conditions of employment. PenFed will also prohibit retaliation against individuals for raising a complaint of discrimination or harassment or participating in an investigation of same. PenFed will also reasonably accommodate qualified individuals with a disability so that they can apply for a job or perform the essential functions of a job unless doing so causes a direct threat to these individuals or others in the workplace and the threat cannot be eliminated by reasonable accommodation or if the accommodation creates an undue hardship to PenFed. Contact human resources (HR) with any questions or requests for accommodation at .
01/28/2021
Full time
Are you looking to take your career from good to great? As an employee of PenFed, every day is an opportunity to thrive, and be part of a team working to ensure our organization is providing world class service to our members, employees, and our communities. We exist to help our members realize their full potential, educate and encourage their dreams, and make every effort to follow our mission and help our members "do better." Joining PenFed is more than being an employee; it's about being a part of the PenFed family. PenFed is hiring a Mortgage Program Manager at our Frisco, TX location. The primary purpose of this job is to be accountable for a team of project managers and/or scrum masters which defines, delivers, and executes projects of varying levels of risk, size, and complexity aligned with critical enterprise objectives. Responsibilities Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. This is not intended to be an all-inclusive list of job duties and the position will perform other duties as assigned. Provide program management leadership to project/program teams by ensuring alignment of individual projects against enterprise objectives. Create and execute project communications and delivery via status reports and other deliverables necessary to inform and align stakeholders verbally and in writing. Lead the execution and delivery of business projects and governance in alignment with business strategies. Lead and manage a team of program managers and business analysts. Monitor component project schedules, performance, quality, and budget using Clarity and other appropriate tools and techniques, then define and monitor corrective actions as needed. Develop new programs to support the strategic direction of the organization. Developing a budget and operating plan for the program to ensure successful execution. Lead project estimation activities as inputs into to corporate budgets. Lead change management programs and activities ensure effective adoption of change; coordinate across all channels. Lead and understand vendor integration with PenFed applications. Serve as an escalation point for any issue that cannot be resolved within the established project team. Build and contributed to a positive, team oriented culture. Collaborate with executives and senior management to create, prioritize, and define key strategic and tactical initiatives. Possess and convey high level of knowledge of PM professional practice codes, methodologies, and knowledge sources to help grow PM capabilities throughout the organization. Ensure alignment to the appropriate delivery methodology (i.e. Agile, Waterfall, Hybrid) for the project. Provide strategic guidance and oversight to project team members to assist with project delivery; build and maintain working relationships with vendors, and other departments. Other duties as assigned necessary to deliver project scope and improve the overall success of delivery across the organization. *This role is responsible for ensuring business continuity.* Qualifications Equivalent combination of education and experience is considered. Bachelor's Degree or an equivalent a combination of education and experience in lieu of degree Minimum of ten (10) years' experience performing project management duties in the mortgage industry or a financial services environment Minimum of five (5) five years' program/project manager experience across different types of high-risk, high-value projects Prior experience in influencing, motivating, and mobilizing mid to large teams and business partners Experience working on large projects including operating system upgrades and integrations, automation processes and creating digital presence. Excellent understanding of project management, including methodologies and best practices Demonstrated experience successfully delivering complex projects, leading teams, and interacting with the highest levels of executive leadership. Excellent communication skills. Licenses and Certifications PMP Certification preferred Scaled or Lean Agile Certification preferred Change Management Certification preferred Travel Ability to travel to various worksites and be on-call may be required. Special Message Regarding COVID 19 PenFed is continuing to hire and train exceptional individuals to help us serve our 2 million members both here and around the world. In light of the current situation with novel coronavirus (COVID-19), we have modified our hiring, onboarding, training, and deployment protocols in order to comply with current local and state guidance around social distancing. About Us Established in 1935, PenFed today is one of the country's strongest and most stable financial institutions with over 2 million members and over $26 billion in assets. We serve members in all 50 states and the District of Columbia, as well as in Guam, Puerto Rico and Okinawa. We are federally insured by NCUA and we are an Equal Housing Lender. We are available to members worldwide, via the web, seven days a week, twenty-four hours a day. We provide our employees with a lucrative benefits package including robust medical, dental and vision plan options, plenty of paid time off, 401k with employer match, on-site fitness facilities at our larger locations, and more. Equal Employment Opportunity PenFed management will maintain and observe personnel policies which will not discriminate or permit harassment or retaliation against a person because of race, color, creed, age, sex, gender, gender identity, gender expression, religion, national origin, ancestry, marital status, military or veteran status or obligation, the presence of a physical and/or mental disability or medical condition, genetic information, sexual orientation, and all statuses protected by applicable state or local law in all recruiting, hiring, training, compensation, overtime, position classifications, work assignments, facilities, promotions, transfers, employee treatment, and in all other terms and conditions of employment. PenFed will also prohibit retaliation against individuals for raising a complaint of discrimination or harassment or participating in an investigation of same. PenFed will also reasonably accommodate qualified individuals with a disability so that they can apply for a job or perform the essential functions of a job unless doing so causes a direct threat to these individuals or others in the workplace and the threat cannot be eliminated by reasonable accommodation or if the accommodation creates an undue hardship to PenFed. Contact human resources (HR) with any questions or requests for accommodation at .
WELLINGTON MANAGEMENT Wellington Management offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our investment solutions, tailored to the unique return and risk objectives of institutional clients in more than 55 countries, draw on a robust body of proprietary research and a collaborative culture that encourages independent thought and healthy debate. As a private partnership, we believe our ownership structure fosters a long-term view that aligns our perspectives with those of our clients. POSITION Tracing our roots to 1928, Wellington Management Company, LLP is one of the world's largest independent investment management firms. With US$1.2 trillion in assets under management as of 31 December 2020, we serve as a trusted adviser to institutional clients and mutual fund sponsors in over 60 countries. Our innovative investment solutions are built on the strength of proprietary, independent research and span the global capital markets, including equity, fixed income, multi-asset, and alternative strategies. As a private partnership whose sole business is investment management, our long-term views and interests are aligned with those of our clients. We are committed to attracting a talented and diverse workforce, and to fostering an open, collaborative, and inclusive culture because we believe multiple perspectives lead to more informed investment and business decisions. As an Equal Opportunity Employer, we welcome people with diverse life experiences, fresh ideas, and specialized subject-matter expertise. RESPONSIBILITIES We are seeking qualified candidates to join our Early Career Investor (ECI) Program. The goal of the Program is to support the firm's mission of superior investment performance. Additionally, we endeavor to develop and identify exceptional Early Career Investors (ECIs) to build our pipeline of talented investors. Program participants will play a critical role in assisting experienced analysts and portfolio managers in conducting research and implementing their investment process. The ECI program is global, with hires domiciled out of Boston Examples of the nature of the work include: Analyzing potential investment opportunities Building and maintaining company financial spreadsheets Modeling sophisticated financial instruments Completing complex analytical projects Researching macroeconomic themes Interpreting company announcements Attending company meetings & conferences Developing & communicating investment ideas in spoken & written form This is a growth opportunity, with the ability to join a team as platform needs arise and when an ECI has demonstrated readiness. An ECI's career path during and after this period is based upon individual skill, fit and interests. Some ECIs pursue graduate studies upon completion of the Program. The Program affords a unique opportunity for those individuals who are passionate about and are seeking to continue a career in investment research and investing. Candidates that are successfully hired will join in on the Boston-based in-house training curriculum focused on further developing accounting, financial statement analysis, and financial modeling skills, as well as providing broad exposure to the investors and investment landscape at WMC. This will take place in July 2021. Supplemental training and career coaching will be provided on a continuous basis throughout each participant's tenure with the Program along with mentorship from senior investors and peers. In addition, participants will be required to pursue the CFA designation to further their financial acumen. QUALIFICATIONS The size of the Program is intentionally kept small to ensure participants receive personalized attention. There is a competitive and rigorous interview process for each applicant. We are seeking candidates who possess the following experience and characteristics: One to three years of experience in and passion for investing in Fixed Income securities; Intellectually curious and mentally flexible, strong growth mindset, focused on continuous improvement, willingness and ability to take risk, strong learning orientation and willingness to try new things, and a broad, differentiated perspective; Analytical and problem-solving skills: must be able to synthesize disparate information, identify the most important elements, and arrive at a conclusion; Aptitude for building investment science skill sets. While no previous technical skills are needed, we are looking for individuals who are willing to learn and have an interest in the intersection of science and investing. Other important qualifications include strong academic credentials, consistent track record of achievement, strategic thinking, initiative, humility, and the ability to learn from and collaborate with colleagues. Progression towards the CFA will be viewed favorably. Non-English language skills (especially Asian languages), and a desire/flexibility to work outside the US will be viewed favorably. APPLICATION PROCESS To be formally considered for the ECI Program, please see the instructions and requirements outlined below. Qualified candidates should submit their resume, statement of interest, and research sample via our career site (). See Application Requirements for details. Please note that it is required that all documents submitted be in pdf format. The deadline to apply to his role is Friday, February 19, 2021. Late applicants will not be considered. Applications will be reviewed on a rolling basis. APPLICATION REQUIREMENTS Please submit your application with supporting documents outlined below. Statement of Interest Your statement of interest should address the following topics (1-page limit): Why do you want to continue a career as an investor and how did you arrive at this decision? What traits do you believe are essential to being a successful investor? What aspect of your background best illustrates your ability to grow as an investor? Please tell us something about yourself that is not on your resume. Current Resume Sample piece of research (4 pages maximum inclusive of any supporting charts or models) The purpose of this document is to clearly articulate the rationale for investing in a selected market, security, or theme that you think would add value for our clients. Please submit an investment idea (note; this can be thematic, credit, equity or macro). Incorporated into your research you should include: Brief description of the investment opportunity and how you arrived at it Articulation of the investment thesis (key drivers, valuation, buy/sell recommendation) Supporting data, charts or models Round One interview process Behavioral interviews with a Senior Recruiter and the Director of Early Career Investor Development Round Two interview process Following a successful Round One interview process, the Round Two interview process will consist of a panel of interviews with senior investors and business leaders and an investment roundtable based on a case study. SKILLS JOB TITLE Research Associate LOCATION 280 Congress As an equal opportunity employer, Wellington Management ensures that all qualified applicants will receive equal consideration for employment without regard to race, color, sex, sexual orientation, gender identity, gender expression, religion, creed, national origin, age, ancestry, disability (physical or mental), medical condition, citizenship, marital status, pregnancy, veteran or military status, genetic information or any other characteristic protected by applicable law . If you are a candidate with a disability, or are assisting a candidate with a disability, and require an accommodation to apply for one of our jobs, please email us at .
01/27/2021
Full time
WELLINGTON MANAGEMENT Wellington Management offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our investment solutions, tailored to the unique return and risk objectives of institutional clients in more than 55 countries, draw on a robust body of proprietary research and a collaborative culture that encourages independent thought and healthy debate. As a private partnership, we believe our ownership structure fosters a long-term view that aligns our perspectives with those of our clients. POSITION Tracing our roots to 1928, Wellington Management Company, LLP is one of the world's largest independent investment management firms. With US$1.2 trillion in assets under management as of 31 December 2020, we serve as a trusted adviser to institutional clients and mutual fund sponsors in over 60 countries. Our innovative investment solutions are built on the strength of proprietary, independent research and span the global capital markets, including equity, fixed income, multi-asset, and alternative strategies. As a private partnership whose sole business is investment management, our long-term views and interests are aligned with those of our clients. We are committed to attracting a talented and diverse workforce, and to fostering an open, collaborative, and inclusive culture because we believe multiple perspectives lead to more informed investment and business decisions. As an Equal Opportunity Employer, we welcome people with diverse life experiences, fresh ideas, and specialized subject-matter expertise. RESPONSIBILITIES We are seeking qualified candidates to join our Early Career Investor (ECI) Program. The goal of the Program is to support the firm's mission of superior investment performance. Additionally, we endeavor to develop and identify exceptional Early Career Investors (ECIs) to build our pipeline of talented investors. Program participants will play a critical role in assisting experienced analysts and portfolio managers in conducting research and implementing their investment process. The ECI program is global, with hires domiciled out of Boston Examples of the nature of the work include: Analyzing potential investment opportunities Building and maintaining company financial spreadsheets Modeling sophisticated financial instruments Completing complex analytical projects Researching macroeconomic themes Interpreting company announcements Attending company meetings & conferences Developing & communicating investment ideas in spoken & written form This is a growth opportunity, with the ability to join a team as platform needs arise and when an ECI has demonstrated readiness. An ECI's career path during and after this period is based upon individual skill, fit and interests. Some ECIs pursue graduate studies upon completion of the Program. The Program affords a unique opportunity for those individuals who are passionate about and are seeking to continue a career in investment research and investing. Candidates that are successfully hired will join in on the Boston-based in-house training curriculum focused on further developing accounting, financial statement analysis, and financial modeling skills, as well as providing broad exposure to the investors and investment landscape at WMC. This will take place in July 2021. Supplemental training and career coaching will be provided on a continuous basis throughout each participant's tenure with the Program along with mentorship from senior investors and peers. In addition, participants will be required to pursue the CFA designation to further their financial acumen. QUALIFICATIONS The size of the Program is intentionally kept small to ensure participants receive personalized attention. There is a competitive and rigorous interview process for each applicant. We are seeking candidates who possess the following experience and characteristics: One to three years of experience in and passion for investing in Fixed Income securities; Intellectually curious and mentally flexible, strong growth mindset, focused on continuous improvement, willingness and ability to take risk, strong learning orientation and willingness to try new things, and a broad, differentiated perspective; Analytical and problem-solving skills: must be able to synthesize disparate information, identify the most important elements, and arrive at a conclusion; Aptitude for building investment science skill sets. While no previous technical skills are needed, we are looking for individuals who are willing to learn and have an interest in the intersection of science and investing. Other important qualifications include strong academic credentials, consistent track record of achievement, strategic thinking, initiative, humility, and the ability to learn from and collaborate with colleagues. Progression towards the CFA will be viewed favorably. Non-English language skills (especially Asian languages), and a desire/flexibility to work outside the US will be viewed favorably. APPLICATION PROCESS To be formally considered for the ECI Program, please see the instructions and requirements outlined below. Qualified candidates should submit their resume, statement of interest, and research sample via our career site (). See Application Requirements for details. Please note that it is required that all documents submitted be in pdf format. The deadline to apply to his role is Friday, February 19, 2021. Late applicants will not be considered. Applications will be reviewed on a rolling basis. APPLICATION REQUIREMENTS Please submit your application with supporting documents outlined below. Statement of Interest Your statement of interest should address the following topics (1-page limit): Why do you want to continue a career as an investor and how did you arrive at this decision? What traits do you believe are essential to being a successful investor? What aspect of your background best illustrates your ability to grow as an investor? Please tell us something about yourself that is not on your resume. Current Resume Sample piece of research (4 pages maximum inclusive of any supporting charts or models) The purpose of this document is to clearly articulate the rationale for investing in a selected market, security, or theme that you think would add value for our clients. Please submit an investment idea (note; this can be thematic, credit, equity or macro). Incorporated into your research you should include: Brief description of the investment opportunity and how you arrived at it Articulation of the investment thesis (key drivers, valuation, buy/sell recommendation) Supporting data, charts or models Round One interview process Behavioral interviews with a Senior Recruiter and the Director of Early Career Investor Development Round Two interview process Following a successful Round One interview process, the Round Two interview process will consist of a panel of interviews with senior investors and business leaders and an investment roundtable based on a case study. SKILLS JOB TITLE Research Associate LOCATION 280 Congress As an equal opportunity employer, Wellington Management ensures that all qualified applicants will receive equal consideration for employment without regard to race, color, sex, sexual orientation, gender identity, gender expression, religion, creed, national origin, age, ancestry, disability (physical or mental), medical condition, citizenship, marital status, pregnancy, veteran or military status, genetic information or any other characteristic protected by applicable law . If you are a candidate with a disability, or are assisting a candidate with a disability, and require an accommodation to apply for one of our jobs, please email us at .
WELLINGTON MANAGEMENT Wellington Management offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our investment solutions, tailored to the unique return and risk objectives of institutional clients in more than 55 countries, draw on a robust body of proprietary research and a collaborative culture that encourages independent thought and healthy debate. As a private partnership, we believe our ownership structure fosters a long-term view that aligns our perspectives with those of our clients. POSITION We are seeking to recruit a Research Associate (RA), who will be based in Boston as part of the Global Industry Research Technology Team. The team manages assets in excess of $15 billion over a variety of long-only, long/short, and private equity client mandates. The RA will work closely with the senior Internet Global Industry Analyst on the team to research public companies within the technology industry, specifically focused on Internet and Gaming companies. The ideal candidate will be a self-directed, hard-working team player who is passionate about both learning and investment management. ESSENTIAL SKILLS The following essential skills are required for the role: Analytical acumen and passion for markets -The ideal candidate will have strong analytical capabilities and financial modeling skills and an eagerness to apply their expertise in support of Wellington's technology investing. The ability to synthesize disparate information, identify the most important elements, and arrive at a conclusion is required. The RA will be passionate about investing and the technology industry and demonstrate a strong desire to identify differentiated investment opportunities through fundamental analysis. Superior collaboration and influencing skills - The Research Associate will be a self-directed, hard-working team player, who contributes to the research efforts of the senior Internet and Gaming Analyst. The successful candidate will enjoy contributing to a highly collaborative investment environment and will build strong trusting relationships internally with colleagues across the technology team. The ability to communicate (both verbally and in writing) and contribute to an open investment dialogue is required. Growth mindset - The flexibility and openness to continue learning, evolving, and growing as a Research Associate is important. The RA will have a global perspective and creative approach for analyzing investment opportunities in technology equities. RESPONSIBILITIES Responsibilities for this position will include the following: Building and maintaining company financial models on current and prospective investments; Maintaining the integrity of industry and comparative valuation models; Performing continuous due diligence on Internet and Gaming companies spanning the breadth of the sector; Attending company meetings and investment industry conferences; Completing complex analytical projects under tight time constraints; and Making long and short investment recommendations to the technology team. QUALIFICATIONS Additional qualifications and individual characteristics include: Superior academic credentials and track record: an undergraduate degree is required; progression towards attaining the CFA designation will be viewed favorably; One to three years of prior investment research experience is preferred; strong applicants with other relevant experience (e.g., investment banking or consulting) will also be considered; Sound judgment, strong work ethic and highest personal and professional integrity; Demonstrated analytical, problem solving ability; A high degree of intellectual curiosity; Strong financial modeling and accounting skills; Ability to work independently and make decisions in the face of uncertainty; Ability to organize, manage, and prioritize time well; Strict attention to detail; Effective communications skills, both written and verbal; Aptitude for and ability to leverage technology/investment science to improve effectiveness and efficiency; and Experience with programming languages/data visualization tools (such as Python, R, Tableau etc.), while not required, would be additive. SKILLS JOB TITLE Research Associate, Industry Research, Technology LOCATION 280 Congress As an equal opportunity employer, Wellington Management ensures that all qualified applicants will receive equal consideration for employment without regard to race, color, sex, sexual orientation, gender identity, gender expression, religion, creed, national origin, age, ancestry, disability (physical or mental), medical condition, citizenship, marital status, pregnancy, veteran or military status, genetic information or any other characteristic protected by applicable law . If you are a candidate with a disability, or are assisting a candidate with a disability, and require an accommodation to apply for one of our jobs, please email us at .
01/27/2021
Full time
WELLINGTON MANAGEMENT Wellington Management offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our investment solutions, tailored to the unique return and risk objectives of institutional clients in more than 55 countries, draw on a robust body of proprietary research and a collaborative culture that encourages independent thought and healthy debate. As a private partnership, we believe our ownership structure fosters a long-term view that aligns our perspectives with those of our clients. POSITION We are seeking to recruit a Research Associate (RA), who will be based in Boston as part of the Global Industry Research Technology Team. The team manages assets in excess of $15 billion over a variety of long-only, long/short, and private equity client mandates. The RA will work closely with the senior Internet Global Industry Analyst on the team to research public companies within the technology industry, specifically focused on Internet and Gaming companies. The ideal candidate will be a self-directed, hard-working team player who is passionate about both learning and investment management. ESSENTIAL SKILLS The following essential skills are required for the role: Analytical acumen and passion for markets -The ideal candidate will have strong analytical capabilities and financial modeling skills and an eagerness to apply their expertise in support of Wellington's technology investing. The ability to synthesize disparate information, identify the most important elements, and arrive at a conclusion is required. The RA will be passionate about investing and the technology industry and demonstrate a strong desire to identify differentiated investment opportunities through fundamental analysis. Superior collaboration and influencing skills - The Research Associate will be a self-directed, hard-working team player, who contributes to the research efforts of the senior Internet and Gaming Analyst. The successful candidate will enjoy contributing to a highly collaborative investment environment and will build strong trusting relationships internally with colleagues across the technology team. The ability to communicate (both verbally and in writing) and contribute to an open investment dialogue is required. Growth mindset - The flexibility and openness to continue learning, evolving, and growing as a Research Associate is important. The RA will have a global perspective and creative approach for analyzing investment opportunities in technology equities. RESPONSIBILITIES Responsibilities for this position will include the following: Building and maintaining company financial models on current and prospective investments; Maintaining the integrity of industry and comparative valuation models; Performing continuous due diligence on Internet and Gaming companies spanning the breadth of the sector; Attending company meetings and investment industry conferences; Completing complex analytical projects under tight time constraints; and Making long and short investment recommendations to the technology team. QUALIFICATIONS Additional qualifications and individual characteristics include: Superior academic credentials and track record: an undergraduate degree is required; progression towards attaining the CFA designation will be viewed favorably; One to three years of prior investment research experience is preferred; strong applicants with other relevant experience (e.g., investment banking or consulting) will also be considered; Sound judgment, strong work ethic and highest personal and professional integrity; Demonstrated analytical, problem solving ability; A high degree of intellectual curiosity; Strong financial modeling and accounting skills; Ability to work independently and make decisions in the face of uncertainty; Ability to organize, manage, and prioritize time well; Strict attention to detail; Effective communications skills, both written and verbal; Aptitude for and ability to leverage technology/investment science to improve effectiveness and efficiency; and Experience with programming languages/data visualization tools (such as Python, R, Tableau etc.), while not required, would be additive. SKILLS JOB TITLE Research Associate, Industry Research, Technology LOCATION 280 Congress As an equal opportunity employer, Wellington Management ensures that all qualified applicants will receive equal consideration for employment without regard to race, color, sex, sexual orientation, gender identity, gender expression, religion, creed, national origin, age, ancestry, disability (physical or mental), medical condition, citizenship, marital status, pregnancy, veteran or military status, genetic information or any other characteristic protected by applicable law . If you are a candidate with a disability, or are assisting a candidate with a disability, and require an accommodation to apply for one of our jobs, please email us at .
WELLINGTON MANAGEMENT Wellington Management offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our investment solutions, tailored to the unique return and risk objectives of institutional clients in more than 55 countries, draw on a robust body of proprietary research and a collaborative culture that encourages independent thought and healthy debate. As a private partnership, we believe our ownership structure fosters a long-term view that aligns our perspectives with those of our clients. POSITION We are seeking to recruit a Research Associate (RA), who will be based in Boston as part of the Global Industry Research Health Care Team. The health care market encompasses over 1,000 companies with a combined equity market capitalization of close to US$5 trillion. The team manages assets in excess of US$60 billion over a variety of long-only, long/short, and private equity client mandates. The focus of this role will be on researching public companies within biotechnology, working closely with the senior biotech Global Industry Analysts on the team. The ideal candidate will be a self-directed, hard-working team player who is passionate about both biotechnology and the investment management industry. ESSENTIAL SKILLS The following essential skills are required for the role: Analytical acumen and passion for markets -The ideal candidate will have a deep scientific background, strong analytical capabilities, good financial modeling skills, and an eagerness to apply their expertise in support of Wellington's biotech investing. The RA will be passionate about investing and the healthcare industry. Superior collaboration and influencing skills - The Research Associate will be a self-directed, hard-working team player, who contributes to the research efforts of the senior biotech Analysts. The successful candidate will enjoy contributing to a highly collaborative investment environment and will build strong trusting relationships internally with colleagues across the healthcare team. The ability to communicate (both verbally and in writing) and contribute to an open investment dialogue is required. Growth mindset - The flexibility and openness to continue learning, evolving, and growing as a Research Associate is important. The RA will have a global perspective and creative approach for analyzing investment opportunities in biotech equities. RESPONSIBILITIES Responsibilities for this position will include the following: Performing continuous due diligence on biotech companies spanning the breadth of the sector; Staying abreast of relevant medical and scientific literature; Working to identify emerging research trends and novel and investable medical or scientific developments; Attending company meetings, investment industry conferences, and medical conferences; Completing complex analytical projects under tight time constraints; Building and maintaining company financial models on prospective investments; Maintaining the integrity of industry and comparative valuation models; and Making investment recommendations to the Health Care team. QUALIFICATIONS Additional qualifications and individual characteristics include: Superior academic credentials and track record: an undergraduate degree is required; a MD or PhD in a biomedical discipline is strongly preferred; One to three years of prior investment experience within the biotechnology industry; strong applicants with other relevant experience (e.g., strategy, business development, or consulting in biotech) will also be considered; Outstanding analysis of scientific and biomedical literature and data; Sound judgment, strong work ethic and highest personal and professional integrity; Demonstrated analytical ability; Solid financial modeling and accounting skills; Ability to work independently and make decisions in the face of uncertainty; Ability to organize, manage, and prioritize time well; Strict attention to detail; and Effective communications skills, both written and verbal. SKILLS JOB TITLE Research Associate, Biotechnology LOCATION 280 Congress As an equal opportunity employer, Wellington Management ensures that all qualified applicants will receive equal consideration for employment without regard to race, color, sex, sexual orientation, gender identity, gender expression, religion, creed, national origin, age, ancestry, disability (physical or mental), medical condition, citizenship, marital status, pregnancy, veteran or military status, genetic information or any other characteristic protected by applicable law . If you are a candidate with a disability, or are assisting a candidate with a disability, and require an accommodation to apply for one of our jobs, please email us at .
01/27/2021
Full time
WELLINGTON MANAGEMENT Wellington Management offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our investment solutions, tailored to the unique return and risk objectives of institutional clients in more than 55 countries, draw on a robust body of proprietary research and a collaborative culture that encourages independent thought and healthy debate. As a private partnership, we believe our ownership structure fosters a long-term view that aligns our perspectives with those of our clients. POSITION We are seeking to recruit a Research Associate (RA), who will be based in Boston as part of the Global Industry Research Health Care Team. The health care market encompasses over 1,000 companies with a combined equity market capitalization of close to US$5 trillion. The team manages assets in excess of US$60 billion over a variety of long-only, long/short, and private equity client mandates. The focus of this role will be on researching public companies within biotechnology, working closely with the senior biotech Global Industry Analysts on the team. The ideal candidate will be a self-directed, hard-working team player who is passionate about both biotechnology and the investment management industry. ESSENTIAL SKILLS The following essential skills are required for the role: Analytical acumen and passion for markets -The ideal candidate will have a deep scientific background, strong analytical capabilities, good financial modeling skills, and an eagerness to apply their expertise in support of Wellington's biotech investing. The RA will be passionate about investing and the healthcare industry. Superior collaboration and influencing skills - The Research Associate will be a self-directed, hard-working team player, who contributes to the research efforts of the senior biotech Analysts. The successful candidate will enjoy contributing to a highly collaborative investment environment and will build strong trusting relationships internally with colleagues across the healthcare team. The ability to communicate (both verbally and in writing) and contribute to an open investment dialogue is required. Growth mindset - The flexibility and openness to continue learning, evolving, and growing as a Research Associate is important. The RA will have a global perspective and creative approach for analyzing investment opportunities in biotech equities. RESPONSIBILITIES Responsibilities for this position will include the following: Performing continuous due diligence on biotech companies spanning the breadth of the sector; Staying abreast of relevant medical and scientific literature; Working to identify emerging research trends and novel and investable medical or scientific developments; Attending company meetings, investment industry conferences, and medical conferences; Completing complex analytical projects under tight time constraints; Building and maintaining company financial models on prospective investments; Maintaining the integrity of industry and comparative valuation models; and Making investment recommendations to the Health Care team. QUALIFICATIONS Additional qualifications and individual characteristics include: Superior academic credentials and track record: an undergraduate degree is required; a MD or PhD in a biomedical discipline is strongly preferred; One to three years of prior investment experience within the biotechnology industry; strong applicants with other relevant experience (e.g., strategy, business development, or consulting in biotech) will also be considered; Outstanding analysis of scientific and biomedical literature and data; Sound judgment, strong work ethic and highest personal and professional integrity; Demonstrated analytical ability; Solid financial modeling and accounting skills; Ability to work independently and make decisions in the face of uncertainty; Ability to organize, manage, and prioritize time well; Strict attention to detail; and Effective communications skills, both written and verbal. SKILLS JOB TITLE Research Associate, Biotechnology LOCATION 280 Congress As an equal opportunity employer, Wellington Management ensures that all qualified applicants will receive equal consideration for employment without regard to race, color, sex, sexual orientation, gender identity, gender expression, religion, creed, national origin, age, ancestry, disability (physical or mental), medical condition, citizenship, marital status, pregnancy, veteran or military status, genetic information or any other characteristic protected by applicable law . If you are a candidate with a disability, or are assisting a candidate with a disability, and require an accommodation to apply for one of our jobs, please email us at .
JOB SUMMARY: The objective of the Senior ERP Business Analyst supporting Finance is to optimize business processes and map them back to JDE applications, specifically as they relate to Finance and Accounting. This role drives the definition, optimization, and improvement of new and existing business processes via development of business and functional requirements. This role also manages process compliance as appropriate including development and delivery of documentation and training materials. This position also performs testing and training to resolve issues and guide system use. KEY RESPONSIBILITIES (other duties as assigned): • Leads system configurations related to JDE Finance modules/processes: General Accounting, A/R, A/P, Invoicing, Manufacturing Accounting and Costing, Tax & Order Management. Works with business users to gather, refine, and document business requirements to enhance JDE E1 functionality based on approved user requirements. • Maintains overall design integrity of ERP processes and systems, by corporate and global success factors to create sustainable and scalable solutions. • Resolves and closes ServiceNow production tickets at all levels including resetting security, providing system navigation support, resolving configuration, process, and data issues for E1 and other systems. Communicates and educate changes and issue resolutions. • Lead and manage strategic, transformational projects that are directly aligned with the annual operating plan and impact operational success of certain business units. • Lead business requirements gathering and document business requirements. Work with business stakeholders to analyze current business processes and document AS-IS business process flows. Translate business requirements into technical specifications. • Develops business cases, testing and training plans, project plans, and estimates. Manages risks and issues that arise pertaining to ERP platforms. • Facilitates decision documents to assess options, benefits and risks for steering team and business leaders. Works to balance the requirements of the enterprise business resources and minimize the need for system customization to utilize the systems standard processes. • Serve as the subject matter expert for the business community and understands detailed system functionality (including security requirements and coordination of implementation). • Influences and contributes to process and organizational continuous improvements. • Other duties as assigned. SCOPE & IMPACT: This position supports the La-Z-Boy system global enterprise, including Supply Chain (manufacturing, distribution centers), support functions (Accounting, IT, Tax, HR) and La-Z-Boy companies (Casegoods and Joybird). This position will support how processes and data work together through the business to effectively operate the business efficiently. MINIMUM REQUIREMENTS: • Bachelor's Degree in Finance or Accounting or related field with 4 - 6 years' experience or equivalent • 5+ years of E1 Finance experience with AP, AR, GL, Costing, Fixed Assets, Manufacturing Accounting, Cost Accounting, Invoicing, and Cash • One to Three years Supervisor/Leadership Experience • Experience in JD Edwards EnterpriseOne 9.0 and higher • Knowledge in other functional JDE modules as well including Order to cash, Procurement, Inventory, Warehouse, Manufacturing • Excellent business communication, negotiation, and presentation skills. • Successful experience with ERP implementations/upgrades • Strong data analytic skills • Ability to develop SQL queries to support data collection and reporting PREFERRED REQUIREMENTS: • Master's Degree in Finance or Accounting • APICS certifications, E1 certifications and PMP certification a plus SUPERVISORY RESPONSIBILITIES: None PHYSICAL DEMANDS/WORK ENVIRONMENT: Office environment / no specific or unusual physical or environmental demands. CORE ATTRIBUTES: Communicate Transparently Lead the Team Impact and Influence Deliver Results Coach and Develop OTHER DUTIES: Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the incumbent for this job. Duties, responsibilities and activities may change at any time with or without notice.
01/20/2021
Full time
JOB SUMMARY: The objective of the Senior ERP Business Analyst supporting Finance is to optimize business processes and map them back to JDE applications, specifically as they relate to Finance and Accounting. This role drives the definition, optimization, and improvement of new and existing business processes via development of business and functional requirements. This role also manages process compliance as appropriate including development and delivery of documentation and training materials. This position also performs testing and training to resolve issues and guide system use. KEY RESPONSIBILITIES (other duties as assigned): • Leads system configurations related to JDE Finance modules/processes: General Accounting, A/R, A/P, Invoicing, Manufacturing Accounting and Costing, Tax & Order Management. Works with business users to gather, refine, and document business requirements to enhance JDE E1 functionality based on approved user requirements. • Maintains overall design integrity of ERP processes and systems, by corporate and global success factors to create sustainable and scalable solutions. • Resolves and closes ServiceNow production tickets at all levels including resetting security, providing system navigation support, resolving configuration, process, and data issues for E1 and other systems. Communicates and educate changes and issue resolutions. • Lead and manage strategic, transformational projects that are directly aligned with the annual operating plan and impact operational success of certain business units. • Lead business requirements gathering and document business requirements. Work with business stakeholders to analyze current business processes and document AS-IS business process flows. Translate business requirements into technical specifications. • Develops business cases, testing and training plans, project plans, and estimates. Manages risks and issues that arise pertaining to ERP platforms. • Facilitates decision documents to assess options, benefits and risks for steering team and business leaders. Works to balance the requirements of the enterprise business resources and minimize the need for system customization to utilize the systems standard processes. • Serve as the subject matter expert for the business community and understands detailed system functionality (including security requirements and coordination of implementation). • Influences and contributes to process and organizational continuous improvements. • Other duties as assigned. SCOPE & IMPACT: This position supports the La-Z-Boy system global enterprise, including Supply Chain (manufacturing, distribution centers), support functions (Accounting, IT, Tax, HR) and La-Z-Boy companies (Casegoods and Joybird). This position will support how processes and data work together through the business to effectively operate the business efficiently. MINIMUM REQUIREMENTS: • Bachelor's Degree in Finance or Accounting or related field with 4 - 6 years' experience or equivalent • 5+ years of E1 Finance experience with AP, AR, GL, Costing, Fixed Assets, Manufacturing Accounting, Cost Accounting, Invoicing, and Cash • One to Three years Supervisor/Leadership Experience • Experience in JD Edwards EnterpriseOne 9.0 and higher • Knowledge in other functional JDE modules as well including Order to cash, Procurement, Inventory, Warehouse, Manufacturing • Excellent business communication, negotiation, and presentation skills. • Successful experience with ERP implementations/upgrades • Strong data analytic skills • Ability to develop SQL queries to support data collection and reporting PREFERRED REQUIREMENTS: • Master's Degree in Finance or Accounting • APICS certifications, E1 certifications and PMP certification a plus SUPERVISORY RESPONSIBILITIES: None PHYSICAL DEMANDS/WORK ENVIRONMENT: Office environment / no specific or unusual physical or environmental demands. CORE ATTRIBUTES: Communicate Transparently Lead the Team Impact and Influence Deliver Results Coach and Develop OTHER DUTIES: Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the incumbent for this job. Duties, responsibilities and activities may change at any time with or without notice.
JOB SUMMARY: The objective of the Senior ERP Business Analyst supporting Finance is to optimize business processes and map them back to JDE applications, specifically as they relate to Finance and Accounting. This role drives the definition, optimization, and improvement of new and existing business processes via development of business and functional requirements. This role also manages process compliance as appropriate including development and delivery of documentation and training materials. This position also performs testing and training to resolve issues and guide system use. KEY RESPONSIBILITIES (other duties as assigned): • Leads system configurations related to JDE Finance modules/processes: General Accounting, A/R, A/P, Invoicing, Manufacturing Accounting and Costing, Tax & Order Management. Works with business users to gather, refine, and document business requirements to enhance JDE E1 functionality based on approved user requirements. • Maintains overall design integrity of ERP processes and systems, by corporate and global success factors to create sustainable and scalable solutions. • Resolves and closes ServiceNow production tickets at all levels including resetting security, providing system navigation support, resolving configuration, process, and data issues for E1 and other systems. Communicates and educate changes and issue resolutions. • Lead and manage strategic, transformational projects that are directly aligned with the annual operating plan and impact operational success of certain business units. • Lead business requirements gathering and document business requirements. Work with business stakeholders to analyze current business processes and document AS-IS business process flows. Translate business requirements into technical specifications. • Develops business cases, testing and training plans, project plans, and estimates. Manages risks and issues that arise pertaining to ERP platforms. • Facilitates decision documents to assess options, benefits and risks for steering team and business leaders. Works to balance the requirements of the enterprise business resources and minimize the need for system customization to utilize the systems standard processes. • Serve as the subject matter expert for the business community and understands detailed system functionality (including security requirements and coordination of implementation). • Influences and contributes to process and organizational continuous improvements. • Other duties as assigned. SCOPE & IMPACT: This position supports the La-Z-Boy system global enterprise, including Supply Chain (manufacturing, distribution centers), support functions (Accounting, IT, Tax, HR) and La-Z-Boy companies (Casegoods and Joybird). This position will support how processes and data work together through the business to effectively operate the business efficiently. MINIMUM REQUIREMENTS: • Bachelor's Degree in Finance or Accounting or related field with 4 - 6 years' experience or equivalent • 5+ years of E1 Finance experience with AP, AR, GL, Costing, Fixed Assets, Manufacturing Accounting, Cost Accounting, Invoicing, and Cash • One to Three years Supervisor/Leadership Experience • Experience in JD Edwards EnterpriseOne 9.0 and higher • Knowledge in other functional JDE modules as well including Order to cash, Procurement, Inventory, Warehouse, Manufacturing • Excellent business communication, negotiation, and presentation skills. • Successful experience with ERP implementations/upgrades • Strong data analytic skills • Ability to develop SQL queries to support data collection and reporting PREFERRED REQUIREMENTS: • Master's Degree in Finance or Accounting • APICS certifications, E1 certifications and PMP certification a plus SUPERVISORY RESPONSIBILITIES: None PHYSICAL DEMANDS/WORK ENVIRONMENT: Office environment / no specific or unusual physical or environmental demands. CORE ATTRIBUTES: Communicate Transparently Lead the Team Impact and Influence Deliver Results Coach and Develop OTHER DUTIES: Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the incumbent for this job. Duties, responsibilities and activities may change at any time with or without notice.
01/20/2021
Full time
JOB SUMMARY: The objective of the Senior ERP Business Analyst supporting Finance is to optimize business processes and map them back to JDE applications, specifically as they relate to Finance and Accounting. This role drives the definition, optimization, and improvement of new and existing business processes via development of business and functional requirements. This role also manages process compliance as appropriate including development and delivery of documentation and training materials. This position also performs testing and training to resolve issues and guide system use. KEY RESPONSIBILITIES (other duties as assigned): • Leads system configurations related to JDE Finance modules/processes: General Accounting, A/R, A/P, Invoicing, Manufacturing Accounting and Costing, Tax & Order Management. Works with business users to gather, refine, and document business requirements to enhance JDE E1 functionality based on approved user requirements. • Maintains overall design integrity of ERP processes and systems, by corporate and global success factors to create sustainable and scalable solutions. • Resolves and closes ServiceNow production tickets at all levels including resetting security, providing system navigation support, resolving configuration, process, and data issues for E1 and other systems. Communicates and educate changes and issue resolutions. • Lead and manage strategic, transformational projects that are directly aligned with the annual operating plan and impact operational success of certain business units. • Lead business requirements gathering and document business requirements. Work with business stakeholders to analyze current business processes and document AS-IS business process flows. Translate business requirements into technical specifications. • Develops business cases, testing and training plans, project plans, and estimates. Manages risks and issues that arise pertaining to ERP platforms. • Facilitates decision documents to assess options, benefits and risks for steering team and business leaders. Works to balance the requirements of the enterprise business resources and minimize the need for system customization to utilize the systems standard processes. • Serve as the subject matter expert for the business community and understands detailed system functionality (including security requirements and coordination of implementation). • Influences and contributes to process and organizational continuous improvements. • Other duties as assigned. SCOPE & IMPACT: This position supports the La-Z-Boy system global enterprise, including Supply Chain (manufacturing, distribution centers), support functions (Accounting, IT, Tax, HR) and La-Z-Boy companies (Casegoods and Joybird). This position will support how processes and data work together through the business to effectively operate the business efficiently. MINIMUM REQUIREMENTS: • Bachelor's Degree in Finance or Accounting or related field with 4 - 6 years' experience or equivalent • 5+ years of E1 Finance experience with AP, AR, GL, Costing, Fixed Assets, Manufacturing Accounting, Cost Accounting, Invoicing, and Cash • One to Three years Supervisor/Leadership Experience • Experience in JD Edwards EnterpriseOne 9.0 and higher • Knowledge in other functional JDE modules as well including Order to cash, Procurement, Inventory, Warehouse, Manufacturing • Excellent business communication, negotiation, and presentation skills. • Successful experience with ERP implementations/upgrades • Strong data analytic skills • Ability to develop SQL queries to support data collection and reporting PREFERRED REQUIREMENTS: • Master's Degree in Finance or Accounting • APICS certifications, E1 certifications and PMP certification a plus SUPERVISORY RESPONSIBILITIES: None PHYSICAL DEMANDS/WORK ENVIRONMENT: Office environment / no specific or unusual physical or environmental demands. CORE ATTRIBUTES: Communicate Transparently Lead the Team Impact and Influence Deliver Results Coach and Develop OTHER DUTIES: Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the incumbent for this job. Duties, responsibilities and activities may change at any time with or without notice.
JOB SUMMARY: The objective of the Senior ERP Business Analyst supporting Finance is to optimize business processes and map them back to JDE applications, specifically as they relate to Finance and Accounting. This role drives the definition, optimization, and improvement of new and existing business processes via development of business and functional requirements. This role also manages process compliance as appropriate including development and delivery of documentation and training materials. This position also performs testing and training to resolve issues and guide system use. KEY RESPONSIBILITIES (other duties as assigned): • Leads system configurations related to JDE Finance modules/processes: General Accounting, A/R, A/P, Invoicing, Manufacturing Accounting and Costing, Tax & Order Management. Works with business users to gather, refine, and document business requirements to enhance JDE E1 functionality based on approved user requirements. • Maintains overall design integrity of ERP processes and systems, by corporate and global success factors to create sustainable and scalable solutions. • Resolves and closes ServiceNow production tickets at all levels including resetting security, providing system navigation support, resolving configuration, process, and data issues for E1 and other systems. Communicates and educate changes and issue resolutions. • Lead and manage strategic, transformational projects that are directly aligned with the annual operating plan and impact operational success of certain business units. • Lead business requirements gathering and document business requirements. Work with business stakeholders to analyze current business processes and document AS-IS business process flows. Translate business requirements into technical specifications. • Develops business cases, testing and training plans, project plans, and estimates. Manages risks and issues that arise pertaining to ERP platforms. • Facilitates decision documents to assess options, benefits and risks for steering team and business leaders. Works to balance the requirements of the enterprise business resources and minimize the need for system customization to utilize the systems standard processes. • Serve as the subject matter expert for the business community and understands detailed system functionality (including security requirements and coordination of implementation). • Influences and contributes to process and organizational continuous improvements. • Other duties as assigned. SCOPE & IMPACT: This position supports the La-Z-Boy system global enterprise, including Supply Chain (manufacturing, distribution centers), support functions (Accounting, IT, Tax, HR) and La-Z-Boy companies (Casegoods and Joybird). This position will support how processes and data work together through the business to effectively operate the business efficiently. MINIMUM REQUIREMENTS: • Bachelor's Degree in Finance or Accounting or related field with 4 - 6 years' experience or equivalent • 5+ years of E1 Finance experience with AP, AR, GL, Costing, Fixed Assets, Manufacturing Accounting, Cost Accounting, Invoicing, and Cash • One to Three years Supervisor/Leadership Experience • Experience in JD Edwards EnterpriseOne 9.0 and higher • Knowledge in other functional JDE modules as well including Order to cash, Procurement, Inventory, Warehouse, Manufacturing • Excellent business communication, negotiation, and presentation skills. • Successful experience with ERP implementations/upgrades • Strong data analytic skills • Ability to develop SQL queries to support data collection and reporting PREFERRED REQUIREMENTS: • Master's Degree in Finance or Accounting • APICS certifications, E1 certifications and PMP certification a plus SUPERVISORY RESPONSIBILITIES: None PHYSICAL DEMANDS/WORK ENVIRONMENT: Office environment / no specific or unusual physical or environmental demands. CORE ATTRIBUTES: Communicate Transparently Lead the Team Impact and Influence Deliver Results Coach and Develop OTHER DUTIES: Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the incumbent for this job. Duties, responsibilities and activities may change at any time with or without notice.
01/20/2021
Full time
JOB SUMMARY: The objective of the Senior ERP Business Analyst supporting Finance is to optimize business processes and map them back to JDE applications, specifically as they relate to Finance and Accounting. This role drives the definition, optimization, and improvement of new and existing business processes via development of business and functional requirements. This role also manages process compliance as appropriate including development and delivery of documentation and training materials. This position also performs testing and training to resolve issues and guide system use. KEY RESPONSIBILITIES (other duties as assigned): • Leads system configurations related to JDE Finance modules/processes: General Accounting, A/R, A/P, Invoicing, Manufacturing Accounting and Costing, Tax & Order Management. Works with business users to gather, refine, and document business requirements to enhance JDE E1 functionality based on approved user requirements. • Maintains overall design integrity of ERP processes and systems, by corporate and global success factors to create sustainable and scalable solutions. • Resolves and closes ServiceNow production tickets at all levels including resetting security, providing system navigation support, resolving configuration, process, and data issues for E1 and other systems. Communicates and educate changes and issue resolutions. • Lead and manage strategic, transformational projects that are directly aligned with the annual operating plan and impact operational success of certain business units. • Lead business requirements gathering and document business requirements. Work with business stakeholders to analyze current business processes and document AS-IS business process flows. Translate business requirements into technical specifications. • Develops business cases, testing and training plans, project plans, and estimates. Manages risks and issues that arise pertaining to ERP platforms. • Facilitates decision documents to assess options, benefits and risks for steering team and business leaders. Works to balance the requirements of the enterprise business resources and minimize the need for system customization to utilize the systems standard processes. • Serve as the subject matter expert for the business community and understands detailed system functionality (including security requirements and coordination of implementation). • Influences and contributes to process and organizational continuous improvements. • Other duties as assigned. SCOPE & IMPACT: This position supports the La-Z-Boy system global enterprise, including Supply Chain (manufacturing, distribution centers), support functions (Accounting, IT, Tax, HR) and La-Z-Boy companies (Casegoods and Joybird). This position will support how processes and data work together through the business to effectively operate the business efficiently. MINIMUM REQUIREMENTS: • Bachelor's Degree in Finance or Accounting or related field with 4 - 6 years' experience or equivalent • 5+ years of E1 Finance experience with AP, AR, GL, Costing, Fixed Assets, Manufacturing Accounting, Cost Accounting, Invoicing, and Cash • One to Three years Supervisor/Leadership Experience • Experience in JD Edwards EnterpriseOne 9.0 and higher • Knowledge in other functional JDE modules as well including Order to cash, Procurement, Inventory, Warehouse, Manufacturing • Excellent business communication, negotiation, and presentation skills. • Successful experience with ERP implementations/upgrades • Strong data analytic skills • Ability to develop SQL queries to support data collection and reporting PREFERRED REQUIREMENTS: • Master's Degree in Finance or Accounting • APICS certifications, E1 certifications and PMP certification a plus SUPERVISORY RESPONSIBILITIES: None PHYSICAL DEMANDS/WORK ENVIRONMENT: Office environment / no specific or unusual physical or environmental demands. CORE ATTRIBUTES: Communicate Transparently Lead the Team Impact and Influence Deliver Results Coach and Develop OTHER DUTIES: Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the incumbent for this job. Duties, responsibilities and activities may change at any time with or without notice.