Overview Market Data Business Analyst Bring your ideas. Make history. BNY Mellon offers an exciting array of future-forward careers at the intersection of business, finance, and technology. We are one of the world's top asset management and banking firms that manages trillions of dollars in assets, custody and/or administration. Known as the "bank of banks" - 97% of the world's top banks work with us as we lead and serve our customers into the new era of digital. With over 238 years of rich history and industry firsts, BNY Mellon has been built upon our proven ability to evolve, lead, and drive innovative ideas at every turn. Today, we're approximately 50,000 employees across 35 countries with a culture that empowers you to grow, take risks, experiment and be yourself. This is what is all about. We are seeking a future team member in the role of Market Data Business Analyst to join our Enterprise Data Management team. This role is in Pittsburgh, PA. - HYBRID. In this role, you will make an impact in the following ways: Have a strong understanding of market data across all asset classes and a view of the premier market data vendors in this space. Understands data and services including security reference data, securities data, pricing data, indices, ESG, and market data desktop products. Ability to provide analytical and project leadership for assigned LoB's and projects within this category. Collaborates, communicates, and recommends to respective LoB's and management both efficiency opportunities as well as cost savings opportunities while taking lead on implementing the opportunities agreed on. To be successful in this role, we are seeking the following: Bachelor's degree or the equivalent combination of education and experience. Experience in financial services industry and or technology preferred. Must have excellent communication skills, both oral and written. Strong ability to multitask in a face paced environment. Team contributor that can look outside of the box. At BNY Mellon, our inclusive culture speaks for itself. Here is a few of our awards: Fortune World's Most Admired Companies & Top 20 for Diversity and Inclusion Bloomberg's Gender Equality Index (GEI) Human Rights Campaign Foundation, 100% score Corporate Equality Index Best Places to Work for Disability Inclusion , Disability: IN - 100% score 100 Best Workplaces for Innovators, Fast Company CDP's Climate Change 'A List' Our Benefits: BNY Mellon offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life's journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves that can support you and your family through moments that matter. BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans. Analyzes application requirements and develops conceptual, logical and first-cut physical database designs (data models). Creates associated data model documentation such as entity and attribute definitions and formats. Assists in logical data designs to deliver stable and flexible high performance data solutions. Investigates and corrects data discrepancies by reconciling faulty codes. Provides data element naming consistent with standards and conventions and ensures that data dictionaries are maintained across multiple database environments (mainframe, distributed systems). Ensures data content/quality by planning and conducting moderately complex data warehouse system tests, monitoring test results and taking required corrective action. Acts as a liaison to data owners to establish necessary data stewardship responsibilities (accountability for a particular data element/verifying accuracy of the data element before loading it into the database) and procedures. Analyzes and designs data models, logical databases and relational database definitions using both forward and backward engineering techniques. Seeks opportunities to promote data sharing, and to reduce redundant data processes within the corporation by identifying common structures across application areas. Contributes to the achievement of related teams' objectives. Bachelor's degree in computer science or a related discipline, or equivalent work experience required. 4-6 years of experience in data modeling, data warehousing, data entity analysis, logical and relational database design, or an equivalent combination of education and work experience required, experience in the securities or financial services industry is a plus BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer. Minorities/Females/Individuals with Disabilities/Protected Veterans. Our ambition is to build the best global team - one that is representative and inclusive of the diverse talent, clients and communities we work with and serve - and to empower our team to do their best work. We support wellbeing and a balanced life, and offer a range of family-friendly, inclusive employment policies and employee forums. Employer Description: For over 230 years, the people of BNY Mellon have been at the forefront of finance, expanding the financial markets while supporting investors throughout the investment lifecycle. BNY Mellon can act as a single point of contact for clients looking to create, trade, hold, manage, service, distribute or restructure investments and safeguards nearly one-fifth of the world's financial assets. BNY Mellon remains one of the safest, most trusted and admired companies. Every day our employees make their mark by helping clients better manage and service their financial assets around the world. Whether providing financial services for institutions, corporations or individual investors, clients count on the people of BNY Mellon across time zones and in 35 countries and more than 100 markets. It's the collective ambition, innovative thinking and exceptionally focused client service paired with a commitment to doing what is right that continues to set us apart. Make your mark: bnymellon. EEO Statement: BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer. Minorities/Females/Individuals With Disabilities/Protected Veterans. Our ambition is to build the best global team - one that is representative and inclusive of the diverse talent, clients and communities we work with and serve - and to empower our team to do their best work. We support wellbeing and a balanced life, and offer a range of family-friendly, inclusive employment policies and employee forums.
04/18/2024
Full time
Overview Market Data Business Analyst Bring your ideas. Make history. BNY Mellon offers an exciting array of future-forward careers at the intersection of business, finance, and technology. We are one of the world's top asset management and banking firms that manages trillions of dollars in assets, custody and/or administration. Known as the "bank of banks" - 97% of the world's top banks work with us as we lead and serve our customers into the new era of digital. With over 238 years of rich history and industry firsts, BNY Mellon has been built upon our proven ability to evolve, lead, and drive innovative ideas at every turn. Today, we're approximately 50,000 employees across 35 countries with a culture that empowers you to grow, take risks, experiment and be yourself. This is what is all about. We are seeking a future team member in the role of Market Data Business Analyst to join our Enterprise Data Management team. This role is in Pittsburgh, PA. - HYBRID. In this role, you will make an impact in the following ways: Have a strong understanding of market data across all asset classes and a view of the premier market data vendors in this space. Understands data and services including security reference data, securities data, pricing data, indices, ESG, and market data desktop products. Ability to provide analytical and project leadership for assigned LoB's and projects within this category. Collaborates, communicates, and recommends to respective LoB's and management both efficiency opportunities as well as cost savings opportunities while taking lead on implementing the opportunities agreed on. To be successful in this role, we are seeking the following: Bachelor's degree or the equivalent combination of education and experience. Experience in financial services industry and or technology preferred. Must have excellent communication skills, both oral and written. Strong ability to multitask in a face paced environment. Team contributor that can look outside of the box. At BNY Mellon, our inclusive culture speaks for itself. Here is a few of our awards: Fortune World's Most Admired Companies & Top 20 for Diversity and Inclusion Bloomberg's Gender Equality Index (GEI) Human Rights Campaign Foundation, 100% score Corporate Equality Index Best Places to Work for Disability Inclusion , Disability: IN - 100% score 100 Best Workplaces for Innovators, Fast Company CDP's Climate Change 'A List' Our Benefits: BNY Mellon offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life's journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves that can support you and your family through moments that matter. BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans. Analyzes application requirements and develops conceptual, logical and first-cut physical database designs (data models). Creates associated data model documentation such as entity and attribute definitions and formats. Assists in logical data designs to deliver stable and flexible high performance data solutions. Investigates and corrects data discrepancies by reconciling faulty codes. Provides data element naming consistent with standards and conventions and ensures that data dictionaries are maintained across multiple database environments (mainframe, distributed systems). Ensures data content/quality by planning and conducting moderately complex data warehouse system tests, monitoring test results and taking required corrective action. Acts as a liaison to data owners to establish necessary data stewardship responsibilities (accountability for a particular data element/verifying accuracy of the data element before loading it into the database) and procedures. Analyzes and designs data models, logical databases and relational database definitions using both forward and backward engineering techniques. Seeks opportunities to promote data sharing, and to reduce redundant data processes within the corporation by identifying common structures across application areas. Contributes to the achievement of related teams' objectives. Bachelor's degree in computer science or a related discipline, or equivalent work experience required. 4-6 years of experience in data modeling, data warehousing, data entity analysis, logical and relational database design, or an equivalent combination of education and work experience required, experience in the securities or financial services industry is a plus BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer. Minorities/Females/Individuals with Disabilities/Protected Veterans. Our ambition is to build the best global team - one that is representative and inclusive of the diverse talent, clients and communities we work with and serve - and to empower our team to do their best work. We support wellbeing and a balanced life, and offer a range of family-friendly, inclusive employment policies and employee forums. Employer Description: For over 230 years, the people of BNY Mellon have been at the forefront of finance, expanding the financial markets while supporting investors throughout the investment lifecycle. BNY Mellon can act as a single point of contact for clients looking to create, trade, hold, manage, service, distribute or restructure investments and safeguards nearly one-fifth of the world's financial assets. BNY Mellon remains one of the safest, most trusted and admired companies. Every day our employees make their mark by helping clients better manage and service their financial assets around the world. Whether providing financial services for institutions, corporations or individual investors, clients count on the people of BNY Mellon across time zones and in 35 countries and more than 100 markets. It's the collective ambition, innovative thinking and exceptionally focused client service paired with a commitment to doing what is right that continues to set us apart. Make your mark: bnymellon. EEO Statement: BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer. Minorities/Females/Individuals With Disabilities/Protected Veterans. Our ambition is to build the best global team - one that is representative and inclusive of the diverse talent, clients and communities we work with and serve - and to empower our team to do their best work. We support wellbeing and a balanced life, and offer a range of family-friendly, inclusive employment policies and employee forums.
Job Description Full time Experienced (relevant combo of work and education) Bachelor of Computer Science 0% Job Posting Description Every day, our teams innovate across the world of finance. We collaborate to work smarter, while making a difference. We believe in diversity and inclusivity, giving a voice to everyone on the team. And we celebrate our success together. If you want to make an impact in fintech, we'd like to know: Are you FIS? About the role: As a Programmer Analyst Specialist, you'll help develop new fintech products that will change the way the world pays, banks and invests. This could involve working with bleeding edge technology while coding, implementing, maintaining and supporting software applications. Your primary role will be working with distributed systems as part of a production support team for Systematics integration and platform support. You will work closely with your team, clients and internal FIS teams to understand business requirements that drive analysis and design of quality technical solutions ensuring alignment with business and IT strategies and complying with FIS architectural standards What you will be doing: Developing program logic for new applications and modifying logic in existing applications. Coding, debugging, implementing and maintaining software applications. Maintaining and integrating new application components. Ensuring deployment of system improvements. Provides application software development services or technical support typically in a defined project. Develops program logic for new applications or analyzes and modifies logic in existing applications. Codes, tests, debugs, documents, implements and maintains software applications. Maintains, tests and integrates application components. Makes recommendations towards the development of new code or reuse of existing code Ensures system improvements are successfully implemented. Demonstrates an understanding of FIS systems and the financial services industry. Analyzes requirements and translates business requirements into product designs. Writes technical specifications and other forms of documentation. Suggests technical alternatives and improves/streamlines processes and systems. Completes project assignments and special projects commensurate with job expectations. Conducts planning, analysis and forecasting activities to plan projects and tasks. May participate in component and data architecture design, performance monitoring, product evaluation and buy vs. build recommendations. May provide leadership and/or guidance to other technical professionals. Other related duties assigned as needed. What you will need: Knowledge of modern, end-to-end systems development life cycles. Proficiency in business modeling and requirements definition disciplines. A bachelor's in computer science or information systems or equivalent experience. Excellent customer service skills that build high levels of customer satisfaction for internal and external customers Excellent verbal and written communication skills to technical and non-technical audiences of various levels in the organization, e.g., executive, management, individual contributors Willingly shares relevant technical and/or industry knowledge and expertise to other resources Excellent problem-solving, team and time management skills Is resourceful and proactive in gathering information and sharing ideas What we offer you: At FIS, you can grow your career as far as you want to take it. Here's what else we offer: Opportunities to make an impact in fintech Personal and professional learning Inclusive, diverse work environment Resources to give back to your community Competitive salary and benefits FIS is committed to providing its employees with an exciting career opportunity and competitive compensation. The pay range for this full-time position is $92,710.00 - $(phone number removed) and reflects the minimum and maximum target for new hire salaries for this position based on the posted role, level, and location. Within the range, actual individual starting pay is determined additional factors, including job-related skills, experience, and relevant education or training. Any changes in work location will also impact actual individual starting pay. Please consult with your recruiter about the specific salary range for your preferred location during the hiring process. Privacy Statement FIS is committed to protecting the privacy and security of all personal information that we process in order to provide services to our clients. For specific information on how FIS protects personal information online, please see the Online Privacy Notice. EEOC Statement FIS is an equal opportunity employer. We evaluate qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, marital status, genetic information, national origin, disability, veteran status, and other protected characteristics. The EEO is the Law poster is available here supplement document available here For positions located in the US, the following conditions apply. If you are made a conditional offer of employment, you will be required to undergo a drug test. ADA Disclaimer: In developing this job description care was taken to include all competencies needed to successfully perform in this position. However, for Americans with Disabilities Act (ADA) purposes, the essential functions of the job may or may not have been described for purposes of ADA reasonable accommodation. All reasonable accommodation requests will be reviewed and evaluated on a case-by-case basis. Sourcing Model Recruitment at FIS works primarily on a direct sourcing model; a relatively small portion of our hiring is through recruitment agencies. FIS does not accept resumes from recruitment agencies which are not on the preferred supplier list and is not responsible for any related fees for resumes submitted to job postings, our employees, or any other part of our company.
04/18/2024
Full time
Job Description Full time Experienced (relevant combo of work and education) Bachelor of Computer Science 0% Job Posting Description Every day, our teams innovate across the world of finance. We collaborate to work smarter, while making a difference. We believe in diversity and inclusivity, giving a voice to everyone on the team. And we celebrate our success together. If you want to make an impact in fintech, we'd like to know: Are you FIS? About the role: As a Programmer Analyst Specialist, you'll help develop new fintech products that will change the way the world pays, banks and invests. This could involve working with bleeding edge technology while coding, implementing, maintaining and supporting software applications. Your primary role will be working with distributed systems as part of a production support team for Systematics integration and platform support. You will work closely with your team, clients and internal FIS teams to understand business requirements that drive analysis and design of quality technical solutions ensuring alignment with business and IT strategies and complying with FIS architectural standards What you will be doing: Developing program logic for new applications and modifying logic in existing applications. Coding, debugging, implementing and maintaining software applications. Maintaining and integrating new application components. Ensuring deployment of system improvements. Provides application software development services or technical support typically in a defined project. Develops program logic for new applications or analyzes and modifies logic in existing applications. Codes, tests, debugs, documents, implements and maintains software applications. Maintains, tests and integrates application components. Makes recommendations towards the development of new code or reuse of existing code Ensures system improvements are successfully implemented. Demonstrates an understanding of FIS systems and the financial services industry. Analyzes requirements and translates business requirements into product designs. Writes technical specifications and other forms of documentation. Suggests technical alternatives and improves/streamlines processes and systems. Completes project assignments and special projects commensurate with job expectations. Conducts planning, analysis and forecasting activities to plan projects and tasks. May participate in component and data architecture design, performance monitoring, product evaluation and buy vs. build recommendations. May provide leadership and/or guidance to other technical professionals. Other related duties assigned as needed. What you will need: Knowledge of modern, end-to-end systems development life cycles. Proficiency in business modeling and requirements definition disciplines. A bachelor's in computer science or information systems or equivalent experience. Excellent customer service skills that build high levels of customer satisfaction for internal and external customers Excellent verbal and written communication skills to technical and non-technical audiences of various levels in the organization, e.g., executive, management, individual contributors Willingly shares relevant technical and/or industry knowledge and expertise to other resources Excellent problem-solving, team and time management skills Is resourceful and proactive in gathering information and sharing ideas What we offer you: At FIS, you can grow your career as far as you want to take it. Here's what else we offer: Opportunities to make an impact in fintech Personal and professional learning Inclusive, diverse work environment Resources to give back to your community Competitive salary and benefits FIS is committed to providing its employees with an exciting career opportunity and competitive compensation. The pay range for this full-time position is $92,710.00 - $(phone number removed) and reflects the minimum and maximum target for new hire salaries for this position based on the posted role, level, and location. Within the range, actual individual starting pay is determined additional factors, including job-related skills, experience, and relevant education or training. Any changes in work location will also impact actual individual starting pay. Please consult with your recruiter about the specific salary range for your preferred location during the hiring process. Privacy Statement FIS is committed to protecting the privacy and security of all personal information that we process in order to provide services to our clients. For specific information on how FIS protects personal information online, please see the Online Privacy Notice. EEOC Statement FIS is an equal opportunity employer. We evaluate qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, marital status, genetic information, national origin, disability, veteran status, and other protected characteristics. The EEO is the Law poster is available here supplement document available here For positions located in the US, the following conditions apply. If you are made a conditional offer of employment, you will be required to undergo a drug test. ADA Disclaimer: In developing this job description care was taken to include all competencies needed to successfully perform in this position. However, for Americans with Disabilities Act (ADA) purposes, the essential functions of the job may or may not have been described for purposes of ADA reasonable accommodation. All reasonable accommodation requests will be reviewed and evaluated on a case-by-case basis. Sourcing Model Recruitment at FIS works primarily on a direct sourcing model; a relatively small portion of our hiring is through recruitment agencies. FIS does not accept resumes from recruitment agencies which are not on the preferred supplier list and is not responsible for any related fees for resumes submitted to job postings, our employees, or any other part of our company.
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 JOB SUMMARY Wellington Management manages, sponsors and sub-advises a broad array of products across equity, fixed income, and alternative asset classes. Products are offered to a global investor base and are subject to a variety of different constraints requiring a high degree of customization to meet our clients' unique needs. The Capital Solutions team is a new function that sits within Wellington's Global Trading department and is responsible for providing strategic vision and leadership for all aspects of Wellington's financing related activities for investment strategies. Core responsibilities of the team include advising portfolio managers on the most optimal ways to finance portfolios, recommending and implementing financing and lending strategies to generate cost savings/additional yield, providing economic transparency through analytics and decision support tools, and leveraging strategic sell side relationships to innovate and identify unique lending and borrowing opportunities. The function is closely aligned with the firm's alternative investment growth efforts. The Capital Solutions Analyst will help to build and support the function by playing a key role in sourcing, analyzing, and identifying optimization opportunities using financing related data. The candidate will also lead and contribute to cross functional projects focused on technology and other infrastructure enhancements necessary to establish the function at scale in addition to advising portfolio managers, traders, product managers, operations staff, and clients with respect to financing and yield opportunities. The Capital Solutions Analyst will report to the Head of Capital Solutions. The role will require frequent interaction with counterparties, technology providers, portfolio managers, traders, product managers, operations teams, the tax team, and the legal team. JOB RESPONSIBILITIES The ideal candidate for this role is someone with a strong work ethic who is looking to expand his or her knowledge and impact. The candidate will receive training and be expected to quickly learn such that they will be able to: Assist the team in advising on methods of implementing financing strategies for various product types and investment styles Source and analyze internal and external data to gather insights and share recommendations using basic query tools - comfort using SQL and/or Python is strongly preferred Build relationships with internal service consumers (portfolio managers, traders) as well as counterparties (prime brokers, repo desks) to identify firm needs and industry solutions Develop subject matter expertise for certain financing related topics, analyze and resolve complex problems, and respond to inquiries in a timely and effective manner Keep apprised of industry and regulatory developments as they relate to financing, prime brokerage, repo, securities lending, bank balance sheet and regulatory sensitivities, collateral, and technology Lead and/or contribute (as applicable) to strategic projects and opportunistic solutions by working with other Wellington teams including Portfolio Management, Trading, Product Management, Operations, Legal & Compliance, and Tax JOB QUALIFICATIONS A natural curiosity and desire to expand one's knowledge and role College undergraduate degree, preferably in finance, engineering, economics, or mathematics Desire and ability to work in a fast-paced environment for a new but growing function, performing multiple tasks while balancing competing priorities Desire to lead projects and cross functional initiatives Previous experience in a role focused on securities financing, collateral optimization, or hedge fund treasury will be viewed favorably While coding skills are not required, comfort with analyzing large amounts of data to draw conclusions is expected A client service mindset and strong communication skills High degree of integrity 5-10 years of industry experience Possession of or progress towards a CFA charter or advanced degree is considered a plus 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 80,000 - 180,000 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)
04/18/2024
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 JOB SUMMARY Wellington Management manages, sponsors and sub-advises a broad array of products across equity, fixed income, and alternative asset classes. Products are offered to a global investor base and are subject to a variety of different constraints requiring a high degree of customization to meet our clients' unique needs. The Capital Solutions team is a new function that sits within Wellington's Global Trading department and is responsible for providing strategic vision and leadership for all aspects of Wellington's financing related activities for investment strategies. Core responsibilities of the team include advising portfolio managers on the most optimal ways to finance portfolios, recommending and implementing financing and lending strategies to generate cost savings/additional yield, providing economic transparency through analytics and decision support tools, and leveraging strategic sell side relationships to innovate and identify unique lending and borrowing opportunities. The function is closely aligned with the firm's alternative investment growth efforts. The Capital Solutions Analyst will help to build and support the function by playing a key role in sourcing, analyzing, and identifying optimization opportunities using financing related data. The candidate will also lead and contribute to cross functional projects focused on technology and other infrastructure enhancements necessary to establish the function at scale in addition to advising portfolio managers, traders, product managers, operations staff, and clients with respect to financing and yield opportunities. The Capital Solutions Analyst will report to the Head of Capital Solutions. The role will require frequent interaction with counterparties, technology providers, portfolio managers, traders, product managers, operations teams, the tax team, and the legal team. JOB RESPONSIBILITIES The ideal candidate for this role is someone with a strong work ethic who is looking to expand his or her knowledge and impact. The candidate will receive training and be expected to quickly learn such that they will be able to: Assist the team in advising on methods of implementing financing strategies for various product types and investment styles Source and analyze internal and external data to gather insights and share recommendations using basic query tools - comfort using SQL and/or Python is strongly preferred Build relationships with internal service consumers (portfolio managers, traders) as well as counterparties (prime brokers, repo desks) to identify firm needs and industry solutions Develop subject matter expertise for certain financing related topics, analyze and resolve complex problems, and respond to inquiries in a timely and effective manner Keep apprised of industry and regulatory developments as they relate to financing, prime brokerage, repo, securities lending, bank balance sheet and regulatory sensitivities, collateral, and technology Lead and/or contribute (as applicable) to strategic projects and opportunistic solutions by working with other Wellington teams including Portfolio Management, Trading, Product Management, Operations, Legal & Compliance, and Tax JOB QUALIFICATIONS A natural curiosity and desire to expand one's knowledge and role College undergraduate degree, preferably in finance, engineering, economics, or mathematics Desire and ability to work in a fast-paced environment for a new but growing function, performing multiple tasks while balancing competing priorities Desire to lead projects and cross functional initiatives Previous experience in a role focused on securities financing, collateral optimization, or hedge fund treasury will be viewed favorably While coding skills are not required, comfort with analyzing large amounts of data to draw conclusions is expected A client service mindset and strong communication skills High degree of integrity 5-10 years of industry experience Possession of or progress towards a CFA charter or advanced degree is considered a plus 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 80,000 - 180,000 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)
At Genworth, we empower families to navigate the aging journey with confidence. We are compassionate, experienced allies for those navigating care with guidance, products, and services that meet families where they are. Further, we are the spouses, children, siblings, friends, and neighbors of those that need care-and we bring those experiences with us to work in serving our millions of policyholders each day. We apply that same compassion and empathy as we work with each other and our local communities. Genworth values all perspectives, characteristics, and experiences so that employees can bring their full, authentic selves to work to help each other and our company succeed. We celebrate our diversity and understand that being intentional about inclusion is the only way to create a sense of belonging for all associates. We also invest in the vitality of our local communities through grants from the Genworth Foundation, event sponsorships, and employee volunteerism. Our four values guide our strategy, our decisions, and our interactions: Make it human. We care about the people that make up our customers, colleagues, and communities. Make it about others. We do what's best for our customers and collaborate to drive progress. Make it happen. We work with intention toward a common purpose and forge ways forward together. Make it better. We create fulfilling purpose-driven careers by learning from the world and each other. POSITION TITLE Tax Analyst LOCATION Richmond, VA (hybrid) YOUR ROLE As a Finance team member, you'll play a key role in supporting the financial strength and flexibility that enables us to be there when our policyholders need us - now and in the future. The tax department of Genworth is looking for a Tax Analyst to join our growing team. You will support our insurance businesses and assist with the preparation and review of the federal, state, and investments compliance for those legal entities. You will also assist with tax accounting for quarterly and annual reporting requirements. You will work with a cross-functional team of tax professionals, as well as business partners, to ensure the highest level of quality in our tax compliance and reporting processes. We are committed to building the tax technical, analytical, and business skills of our professionals and have a robust training program. What you will be doing Assist with the preparation and review of the federal, international, and state income tax returns for members of the consolidated group, as well as separate company filings Prepare and review quarterly and annual GAAP and STAT tax provisions for the life insurance legal entities Serve as lead process owner for certain technical areas included in the company's provision and compliance processes Assist with the preparation of multi-year plans Assist in the gathering and preparation of documentation related to the company's income tax provision Reconcile data between systems to ensure integrity and accuracy Analyze and reconcile general ledger tax accounts and prepare internal reporting Assist in special projects, as needed What you bring BS in Accounting, Finance, or related field 1-4 years of experience in tax accounting, compliance and reporting Basic understanding of generally accepted accounting principles (GAAP) and ASC 740 Ability to communicate across all levels within the organization (both verbal and written) Ability to effectively work independently Ability to adapt to changes in business needs and respond quickly Ability for improving efficiency and effectiveness in processes and tasks Knowledge and experience conducting tax research databases, such as Checkpoint Strong analytical skills, detail oriented with excellent organizational skills Ability to multi-task, prioritize and complete projects in a timely manner Nice to Have CPA, CPA eligible, or Master's equivalent Public Accounting experience (Big 4 a plus) Experience with ONESOURCE Tax Provision (OTP) and ONESOURCE Income Tax (OIT) Software Exhibit flexibility, creativity and initiative in providing solutions EMPOYEE BENEFITS AND WELL BEING Genworth employees make a difference in people's lives every day. We're committed to making a difference in our employees' lives. Competitive Compensation & Total Rewards Incentives Comprehensive Healthcare Coverage Multiple 401(k) Savings Plan Options Auto Enrollment in Employer-Directed Retirement Account Feature (100% employer-funded!) Generous Paid Time Off - Including 12 Paid Holidays, Volunteer Time Off and Paid Family Leave Disability, Life, and Long Term Care Insurance Tuition Reimbursement, Student Loan Repayment and Training & Certification Support Wellness support including gym membership reimbursement and Employee Assistance Program resources (work/life support, financial & legal management) Caregiver and Mental Health Support Services ADDITIONAL At this time, Genworth will not sponsor a new applicant for employment authorization for this position.
04/18/2024
Full time
At Genworth, we empower families to navigate the aging journey with confidence. We are compassionate, experienced allies for those navigating care with guidance, products, and services that meet families where they are. Further, we are the spouses, children, siblings, friends, and neighbors of those that need care-and we bring those experiences with us to work in serving our millions of policyholders each day. We apply that same compassion and empathy as we work with each other and our local communities. Genworth values all perspectives, characteristics, and experiences so that employees can bring their full, authentic selves to work to help each other and our company succeed. We celebrate our diversity and understand that being intentional about inclusion is the only way to create a sense of belonging for all associates. We also invest in the vitality of our local communities through grants from the Genworth Foundation, event sponsorships, and employee volunteerism. Our four values guide our strategy, our decisions, and our interactions: Make it human. We care about the people that make up our customers, colleagues, and communities. Make it about others. We do what's best for our customers and collaborate to drive progress. Make it happen. We work with intention toward a common purpose and forge ways forward together. Make it better. We create fulfilling purpose-driven careers by learning from the world and each other. POSITION TITLE Tax Analyst LOCATION Richmond, VA (hybrid) YOUR ROLE As a Finance team member, you'll play a key role in supporting the financial strength and flexibility that enables us to be there when our policyholders need us - now and in the future. The tax department of Genworth is looking for a Tax Analyst to join our growing team. You will support our insurance businesses and assist with the preparation and review of the federal, state, and investments compliance for those legal entities. You will also assist with tax accounting for quarterly and annual reporting requirements. You will work with a cross-functional team of tax professionals, as well as business partners, to ensure the highest level of quality in our tax compliance and reporting processes. We are committed to building the tax technical, analytical, and business skills of our professionals and have a robust training program. What you will be doing Assist with the preparation and review of the federal, international, and state income tax returns for members of the consolidated group, as well as separate company filings Prepare and review quarterly and annual GAAP and STAT tax provisions for the life insurance legal entities Serve as lead process owner for certain technical areas included in the company's provision and compliance processes Assist with the preparation of multi-year plans Assist in the gathering and preparation of documentation related to the company's income tax provision Reconcile data between systems to ensure integrity and accuracy Analyze and reconcile general ledger tax accounts and prepare internal reporting Assist in special projects, as needed What you bring BS in Accounting, Finance, or related field 1-4 years of experience in tax accounting, compliance and reporting Basic understanding of generally accepted accounting principles (GAAP) and ASC 740 Ability to communicate across all levels within the organization (both verbal and written) Ability to effectively work independently Ability to adapt to changes in business needs and respond quickly Ability for improving efficiency and effectiveness in processes and tasks Knowledge and experience conducting tax research databases, such as Checkpoint Strong analytical skills, detail oriented with excellent organizational skills Ability to multi-task, prioritize and complete projects in a timely manner Nice to Have CPA, CPA eligible, or Master's equivalent Public Accounting experience (Big 4 a plus) Experience with ONESOURCE Tax Provision (OTP) and ONESOURCE Income Tax (OIT) Software Exhibit flexibility, creativity and initiative in providing solutions EMPOYEE BENEFITS AND WELL BEING Genworth employees make a difference in people's lives every day. We're committed to making a difference in our employees' lives. Competitive Compensation & Total Rewards Incentives Comprehensive Healthcare Coverage Multiple 401(k) Savings Plan Options Auto Enrollment in Employer-Directed Retirement Account Feature (100% employer-funded!) Generous Paid Time Off - Including 12 Paid Holidays, Volunteer Time Off and Paid Family Leave Disability, Life, and Long Term Care Insurance Tuition Reimbursement, Student Loan Repayment and Training & Certification Support Wellness support including gym membership reimbursement and Employee Assistance Program resources (work/life support, financial & legal management) Caregiver and Mental Health Support Services ADDITIONAL At this time, Genworth will not sponsor a new applicant for employment authorization for this position.
Dana-Farber Cancer Institute
Brookline, Massachusetts
Overview The Clinical Research Financial Analyst (CRFAII) will be the primary point of contact between Dana-Farber Cancer Institute study teams and clinical research sponsors. The CRFA will perform clinical trial budgeting, extramural negotiation, study build, and amendment review and processing. Located in Boston and the surrounding communities, Dana-Farber Cancer Institute is a leader in life changing breakthroughs in cancer research and patient care. We are united in our mission of conquering cancer, HIV/AIDS and related diseases. We strive to create an inclusive, diverse, and equitable environment where we provide compassionate and comprehensive care to patients of all backgrounds, and design programs to promote public health particularly among high-risk and underserved populations. We conduct groundbreaking research that advances treatment, we educate tomorrow's physician/researchers, and we work with amazing partners, including other Harvard Medical School-affiliated hospitals. Responsibilities Review and interpret Medicare Coverage Analyses and corresponding protocols for budget build and negotiation. Lead study budget meetings with key stakeholders of the study team Negotiate and execute clinical trials budgeting on behalf of DFCI and study teams. Build study-specific financial tracking in the clinical trials management system (CTMS). Analyze, interpret, and renegotiate when applicable protocol amendments for budgetary impact. Partner with key stakeholders across clinical research finance (Accounts Receivable) to enhance revenue collection. Work directly with multiple groups and individuals across the Institute to communicate financial objectives and results. Qualifications Minimum Education: Bachelor's degree in business or related field required. Minimum Experience: 2 years of financial management experience required. Previous clinical research experience preferred. KNOWLEDGE, SKILLS, AND ABILITIES REQUIRED: Knowledge of the clinical trials lifecycle required. Excellent written and verbal communication skills. Strong analytical and problem- solving skills. Excellent communication skills and organizational abilities are essential. Knowledge of computer applicati ons (Excel, Word, Access) is essential. Ability to navigate various finance software in order to write and put together reports and spreadsheets. Knowledge of and experience in financial system applications and software. Ability to work effectively and independently managing tasks in a fast-paced environment. Analytical and problem-solving abilities with the ability to manipulate and understand complex information. Effective organizational and time management skills with proven ability to meet deadlines. At Dana-Farber Cancer Institute, we work every day to create an innovative, caring, and inclusive environment where every patient, family, and staff member feels they belong. As relentless as we are in our mission to reduce the burden of cancer for all, we are equally committed to diversifying our faculty and staff. Cancer knows no boundaries and when it comes to hiring the most dedicated and diverse professionals, neither do we. If working in this kind of organization inspires you, we encourage you to apply. Dana-Farber Cancer Institute is an equal opportunity employer and affirms the right of every qualified applicant to receive consideration for employment without regard to race, color, religion, sex, gender identity or expression, national origin, sexual orientation, genetic information, disability, age, ancestry, military service, protected veteran status, or other groups as protected by law. EEOC Poster
04/18/2024
Full time
Overview The Clinical Research Financial Analyst (CRFAII) will be the primary point of contact between Dana-Farber Cancer Institute study teams and clinical research sponsors. The CRFA will perform clinical trial budgeting, extramural negotiation, study build, and amendment review and processing. Located in Boston and the surrounding communities, Dana-Farber Cancer Institute is a leader in life changing breakthroughs in cancer research and patient care. We are united in our mission of conquering cancer, HIV/AIDS and related diseases. We strive to create an inclusive, diverse, and equitable environment where we provide compassionate and comprehensive care to patients of all backgrounds, and design programs to promote public health particularly among high-risk and underserved populations. We conduct groundbreaking research that advances treatment, we educate tomorrow's physician/researchers, and we work with amazing partners, including other Harvard Medical School-affiliated hospitals. Responsibilities Review and interpret Medicare Coverage Analyses and corresponding protocols for budget build and negotiation. Lead study budget meetings with key stakeholders of the study team Negotiate and execute clinical trials budgeting on behalf of DFCI and study teams. Build study-specific financial tracking in the clinical trials management system (CTMS). Analyze, interpret, and renegotiate when applicable protocol amendments for budgetary impact. Partner with key stakeholders across clinical research finance (Accounts Receivable) to enhance revenue collection. Work directly with multiple groups and individuals across the Institute to communicate financial objectives and results. Qualifications Minimum Education: Bachelor's degree in business or related field required. Minimum Experience: 2 years of financial management experience required. Previous clinical research experience preferred. KNOWLEDGE, SKILLS, AND ABILITIES REQUIRED: Knowledge of the clinical trials lifecycle required. Excellent written and verbal communication skills. Strong analytical and problem- solving skills. Excellent communication skills and organizational abilities are essential. Knowledge of computer applicati ons (Excel, Word, Access) is essential. Ability to navigate various finance software in order to write and put together reports and spreadsheets. Knowledge of and experience in financial system applications and software. Ability to work effectively and independently managing tasks in a fast-paced environment. Analytical and problem-solving abilities with the ability to manipulate and understand complex information. Effective organizational and time management skills with proven ability to meet deadlines. At Dana-Farber Cancer Institute, we work every day to create an innovative, caring, and inclusive environment where every patient, family, and staff member feels they belong. As relentless as we are in our mission to reduce the burden of cancer for all, we are equally committed to diversifying our faculty and staff. Cancer knows no boundaries and when it comes to hiring the most dedicated and diverse professionals, neither do we. If working in this kind of organization inspires you, we encourage you to apply. Dana-Farber Cancer Institute is an equal opportunity employer and affirms the right of every qualified applicant to receive consideration for employment without regard to race, color, religion, sex, gender identity or expression, national origin, sexual orientation, genetic information, disability, age, ancestry, military service, protected veteran status, or other groups as protected by law. EEOC Poster
About Us CarePoint Health is one of New Jersey's leading health care systems comprised of three long-standing and highly-regarded hospitals - Bayonne Medical Center, Christ Hospital, and Hoboken University Medical Center. CarePoint united these three area hospitals to provide 360 degree coordinated care by integrating the medical facilities and physician networks associated with these institutions. With over 3,500 employees, CarePoint is the largest private employer in Hudson County, New Jersey, and each year provides care to over 300,000 individuals. CarePoint prides itself on its patient-focused approach to care delivery, with an emphasis on preventative medicine, health education, and disease management. Leveraging its vast network of physicians and healthcare experts, CarePoint is quickly becoming recognized as a leader in the broader healthcare landscape as it pioneers creative solutions to address urgent population health needs. What You'll Be Doing Under the direction of the VP of Revenue Cycle, plans, organizes and directs functions and activities of Patient's Accounts section relating to accounts receivable control, billings and collection and eligibility determination. In lieu of direct staff reporting if these functions are outsourced to a third-party vendor, will serve as the liaison as well as supervises the vendor and ensure that these functions are being performed. Also, have the capability to re-perform the functions of the vendors and access to various systems needed for patient's accounts. Implements policies, systems and procedures relating to staffing, supervision of personnel or vendor, coordination, control, audit and review of Patient's Accounts activities to attain Organization's goals and to maximize reimbursement for inpatient services, and outpatient services, in accordance with policies, guidelines and systems established by CarePoint Health. Essential Functions Ability to work in a team environment with analysts, other managers, and clinicians. Proficiency in presentation of analytical results. Demonstrate ability to facilitate team or group activities and demonstrated leadership qualities including professional verbal and written communication skills. Demonstrate ability to be flexible and to prioritize workload, decision-making skills, and professional development through participation in continuing education and professional organizations. Understand the principles of Information Systems in order to effectively analyze and make decisions; familiarity with the Meditech system is ideal. Establishes and maintains effective communications with internal management and staff as well as external customers and executive management. Interacts with the VP of Revenue Cycle and Senior VP of Finance, identifying revenue cycle opportunities and developing and implementing process improvement. Maintains relationships with key stakeholders within each business unit, reviewing monthly performance as it relates to revenue cycle processing to include Medical Records, Case Management, and Access Management. Participates in meetings and on committees and represents the department and hospital in community outreach efforts as required. Participates in multidisciplinary quality and service improvement teams. Provides direction to management team in Patient Financial Services, promoting teamwork, motivational techniques and staff development. Provides leadership and oversight of daily operations to the Patient Financial Services area. Provides leadership to implementation teams for major revenue cycle projects. Participates on other committees as requested. Responsible for 70+ million dollars annually in revenue billing and collections. Maintains Accounts Receivable performance goals. Responsible for monthly reporting and analysis of AR performance. Responsible for the development and implementation of policies and procedures. Continually reviews and modifies systems and data collections for maximum cash reimbursement. Reviews with VP of Revenue Cycle and Senior VP of Finance and makes monthly recommendations for adjustments to the bad debt and contractual allowance reserves. What We're Looking For Bachelors Degree in Finance, Business or a closely related field required. Requires 4-6 years of hospital management and accounts receivable experience with a functional knowledge in hospital patient accounts. Demonstrates strong written communication skills including report presentation, as well as proficiency with Microsoft Excel and Meditech. Position also requires operational problem solving/decision making skills. What We Offer Competitive pay Medical, dental, and vision insurance 401k with Company match Generous paid time off Paid Holidays Tuition Reimbursement Advancement and career development opportunities
04/18/2024
Full time
About Us CarePoint Health is one of New Jersey's leading health care systems comprised of three long-standing and highly-regarded hospitals - Bayonne Medical Center, Christ Hospital, and Hoboken University Medical Center. CarePoint united these three area hospitals to provide 360 degree coordinated care by integrating the medical facilities and physician networks associated with these institutions. With over 3,500 employees, CarePoint is the largest private employer in Hudson County, New Jersey, and each year provides care to over 300,000 individuals. CarePoint prides itself on its patient-focused approach to care delivery, with an emphasis on preventative medicine, health education, and disease management. Leveraging its vast network of physicians and healthcare experts, CarePoint is quickly becoming recognized as a leader in the broader healthcare landscape as it pioneers creative solutions to address urgent population health needs. What You'll Be Doing Under the direction of the VP of Revenue Cycle, plans, organizes and directs functions and activities of Patient's Accounts section relating to accounts receivable control, billings and collection and eligibility determination. In lieu of direct staff reporting if these functions are outsourced to a third-party vendor, will serve as the liaison as well as supervises the vendor and ensure that these functions are being performed. Also, have the capability to re-perform the functions of the vendors and access to various systems needed for patient's accounts. Implements policies, systems and procedures relating to staffing, supervision of personnel or vendor, coordination, control, audit and review of Patient's Accounts activities to attain Organization's goals and to maximize reimbursement for inpatient services, and outpatient services, in accordance with policies, guidelines and systems established by CarePoint Health. Essential Functions Ability to work in a team environment with analysts, other managers, and clinicians. Proficiency in presentation of analytical results. Demonstrate ability to facilitate team or group activities and demonstrated leadership qualities including professional verbal and written communication skills. Demonstrate ability to be flexible and to prioritize workload, decision-making skills, and professional development through participation in continuing education and professional organizations. Understand the principles of Information Systems in order to effectively analyze and make decisions; familiarity with the Meditech system is ideal. Establishes and maintains effective communications with internal management and staff as well as external customers and executive management. Interacts with the VP of Revenue Cycle and Senior VP of Finance, identifying revenue cycle opportunities and developing and implementing process improvement. Maintains relationships with key stakeholders within each business unit, reviewing monthly performance as it relates to revenue cycle processing to include Medical Records, Case Management, and Access Management. Participates in meetings and on committees and represents the department and hospital in community outreach efforts as required. Participates in multidisciplinary quality and service improvement teams. Provides direction to management team in Patient Financial Services, promoting teamwork, motivational techniques and staff development. Provides leadership and oversight of daily operations to the Patient Financial Services area. Provides leadership to implementation teams for major revenue cycle projects. Participates on other committees as requested. Responsible for 70+ million dollars annually in revenue billing and collections. Maintains Accounts Receivable performance goals. Responsible for monthly reporting and analysis of AR performance. Responsible for the development and implementation of policies and procedures. Continually reviews and modifies systems and data collections for maximum cash reimbursement. Reviews with VP of Revenue Cycle and Senior VP of Finance and makes monthly recommendations for adjustments to the bad debt and contractual allowance reserves. What We're Looking For Bachelors Degree in Finance, Business or a closely related field required. Requires 4-6 years of hospital management and accounts receivable experience with a functional knowledge in hospital patient accounts. Demonstrates strong written communication skills including report presentation, as well as proficiency with Microsoft Excel and Meditech. Position also requires operational problem solving/decision making skills. What We Offer Competitive pay Medical, dental, and vision insurance 401k with Company match Generous paid time off Paid Holidays Tuition Reimbursement Advancement and career development opportunities
COMPANY OVERVIEW As the nation's largest producer of clean, carbon-free energy, Constellation is a company purposely-built to meet the challenges of the climate crisis. Constellation has been the leader in clean energy production for more than a decade and we are growing our company and capabilities. Now, we're accelerating, speeding our low-carbon or no-carbon power to more people in more places, day and night, providing our customers and communities with options to buy, manage and use energy as part of their decarbonization mission. The race is on to confront the climate crisis and Constellation is ready to meet the challenge. Come join us as we lead energy, together. TOTAL REWARDS Constellation offers a wide range of benefits and rewards, designed to help our employees thrive professionally and personally. In addition to highly competitive salaries, we offer a bonus program, 401(k) with company match, employee stock purchase program comprehensive medical, dental and vision benefits, including a robust wellness program paid time off for vacation, holidays and sick days and much more. Expected salary range of $89,100 to $99,000, varies based on experience, along with comprehensive benefits package that includes bonus and 401(k). PRIMARY PURPOSE OF POSITION The Sr. Financial Analyst has the lead day-to-day responsibility for managing and controlling O&M and capital costs. This role will support accurate planning, reporting and analysis of operations. This position entails increased scope and complexity including fleet wide special projects. Must be able to fulfill ad hoc requests from various internal and external sources to support decision-making and provide necessary insight to executives, managers, department heads and line personnel. Individual must be flexible, proactive and able to work with ambiguity. Individual must be able to commit to the time requirements of this position, which may demand extended hours as required. PRIMARY DUTIES AND ACCOUNTABILITIES Provide financial analysis and reporting for management on major capital and O&M cost drivers. Work with personnel to control and manage costs. Forecast performance against goals, plans and budgets. Bring a financial perspective to daily operations. Prepare and review month-end, quarterly and full-year forecast/reports up to and including: executive reporting packages, monthly financial close packages, quarterly management meeting presentations Lead each monthly financial closing (pre and post close work), providing all required reporting to corporate center and site management. Ensure proper accounting treatment is followed and monitor adherence to corporate policies and procedures. Prepare various periodic reports to communicate performance in areas such as contracted services, overtime and other. Develop the long-range financial plan. Review and process Capital and other Project Request proposals. Monitor and report on Project spend. Perform cost reporting - planning & tracking Perform periodic Ad-hoc reporting and analyses. Work with Manger to develop and oversee the work product of more junior financial analysts in the group and provide training and guidance as required. Perform complex special projects at the request of Management. MINIMUM QUALIFICATIONS 4 year degree in a business-related field with 5 to 8 years business-related experience and demonstrated success in finance or business operations. Effective financial analysis skills, combined with effective written and verbal communication skills. Exposure to accounting principles, financial metrics and financial statement relationships Working knowledge of Business Operations & industry practices. Thorough computer-base analytical skill (e.g. Access, Excel, Power Point, database management) PREFERRED QUALIFICATIONS MBA/CPA Expertise in PeopleSoft and financial systems
04/18/2024
Full time
COMPANY OVERVIEW As the nation's largest producer of clean, carbon-free energy, Constellation is a company purposely-built to meet the challenges of the climate crisis. Constellation has been the leader in clean energy production for more than a decade and we are growing our company and capabilities. Now, we're accelerating, speeding our low-carbon or no-carbon power to more people in more places, day and night, providing our customers and communities with options to buy, manage and use energy as part of their decarbonization mission. The race is on to confront the climate crisis and Constellation is ready to meet the challenge. Come join us as we lead energy, together. TOTAL REWARDS Constellation offers a wide range of benefits and rewards, designed to help our employees thrive professionally and personally. In addition to highly competitive salaries, we offer a bonus program, 401(k) with company match, employee stock purchase program comprehensive medical, dental and vision benefits, including a robust wellness program paid time off for vacation, holidays and sick days and much more. Expected salary range of $89,100 to $99,000, varies based on experience, along with comprehensive benefits package that includes bonus and 401(k). PRIMARY PURPOSE OF POSITION The Sr. Financial Analyst has the lead day-to-day responsibility for managing and controlling O&M and capital costs. This role will support accurate planning, reporting and analysis of operations. This position entails increased scope and complexity including fleet wide special projects. Must be able to fulfill ad hoc requests from various internal and external sources to support decision-making and provide necessary insight to executives, managers, department heads and line personnel. Individual must be flexible, proactive and able to work with ambiguity. Individual must be able to commit to the time requirements of this position, which may demand extended hours as required. PRIMARY DUTIES AND ACCOUNTABILITIES Provide financial analysis and reporting for management on major capital and O&M cost drivers. Work with personnel to control and manage costs. Forecast performance against goals, plans and budgets. Bring a financial perspective to daily operations. Prepare and review month-end, quarterly and full-year forecast/reports up to and including: executive reporting packages, monthly financial close packages, quarterly management meeting presentations Lead each monthly financial closing (pre and post close work), providing all required reporting to corporate center and site management. Ensure proper accounting treatment is followed and monitor adherence to corporate policies and procedures. Prepare various periodic reports to communicate performance in areas such as contracted services, overtime and other. Develop the long-range financial plan. Review and process Capital and other Project Request proposals. Monitor and report on Project spend. Perform cost reporting - planning & tracking Perform periodic Ad-hoc reporting and analyses. Work with Manger to develop and oversee the work product of more junior financial analysts in the group and provide training and guidance as required. Perform complex special projects at the request of Management. MINIMUM QUALIFICATIONS 4 year degree in a business-related field with 5 to 8 years business-related experience and demonstrated success in finance or business operations. Effective financial analysis skills, combined with effective written and verbal communication skills. Exposure to accounting principles, financial metrics and financial statement relationships Working knowledge of Business Operations & industry practices. Thorough computer-base analytical skill (e.g. Access, Excel, Power Point, database management) PREFERRED QUALIFICATIONS MBA/CPA Expertise in PeopleSoft and financial systems
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 This opportunity is located in PIMCO's New York City, NY office. PIMCO is seeking to recruit a Retail Account Analyst for the Latin America & the Caribbean team. The Retail Account Analyst serves a unique and dynamic role that is based around the core responsibility of supporting PIMCO's Latin America retail efforts. He/she will work closely with the Account Management team to support business development initiatives as well as their sales effort with retail clients. The Account Analyst's primary role is to drive sales and build relationships with financial advisors. The successful candidate will operate as an entrepreneur and be proactive about seeking improved ways to equip the team in their relationship building, cross-selling responsibilities and marketing process. KEY RELATIONSHIPS PIMCO Investment Professionals and Associates in Account Management, Product Strategy, and Portfolio Management. PIMCO Fund Operations Group Current and prospective clients MAJOR RESPONSIBILITIES Provide product information and sales support to Latin American financial advisors. Identify new business development opportunities, drive marketing/sales campaigns, and close business. Develop and maintain a variety of materials to support new business development, existing business, and other specific product management initiatives and responsibilities Manage and build financial advisor relationships as well as maintain and manage CRM system. Provide current insight regarding the firm and product specific investment philosophy, process, strategy, performance, and other relevant information directly or indirectly to clients and prospective clients. POSITION REQUIREMENTS: Fluency in Spanish and English required Service oriented mind-set and sense of urgency when responding to internal and external requests Solutions-driven individual with an ability to build and drive business Fixed Income product knowledge, with a multi asset focus Well organized, high energy, self-starter, ability to work within the firm's demanding and highly focused environment. Entrepreneurial skills are key to success in this role Outstanding relationship building skills Ability to clearly articulate analysis, written and verbally Work effectively with all levels of personnel as part of a team and individually Ability to manage prospect base and explore opportunities for new asset growth Time-management, multi-tasking, and organization skills Candidates must be collaborative and possess a positive and upbeat attitude Unassailable ethics and integrity Clear commitment to PIMCO's culture, values, and approach EDUCATION Bachelor's degree in finance, business, or related field required Progress toward the CFA designation is a plus EXPERIENCE REQUIRED Account Analyst Ideal candidates should have 0-2 years of experience in the financial services industry and a strong interest in fixed income and economics. College internships in finance, client-oriented roles are preferred. 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: $ 90,000.00 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. POSITION DESCRIPTION This opportunity is located in PIMCO's New York City, NY office. PIMCO is seeking to recruit a Retail Account Analyst for the Latin America & the Caribbean team. The Retail Account Analyst serves a unique and dynamic role that is based around the core responsibility of supporting PIMCO's Latin America retail efforts. He/she will work closely with the Account Management team to support business development initiatives as well as their sales effort with retail clients. The Account Analyst's primary role is to drive sales and build relationships with financial advisors. The successful candidate will operate as an entrepreneur and be proactive about seeking improved ways to equip the team in their relationship building, cross-selling responsibilities and marketing process. KEY RELATIONSHIPS PIMCO Investment Professionals and Associates in Account Management, Product Strategy, and Portfolio Management. PIMCO Fund Operations Group Current and prospective clients MAJOR RESPONSIBILITIES Provide product information and sales support to Latin American financial advisors. Identify new business development opportunities, drive marketing/sales campaigns, and close business. Develop and maintain a variety of materials to support new business development, existing business, and other specific product management initiatives and responsibilities Manage and build financial advisor relationships as well as maintain and manage CRM system. Provide current insight regarding the firm and product specific investment philosophy, process, strategy, performance, and other relevant information directly or indirectly to clients and prospective clients. POSITION REQUIREMENTS: Fluency in Spanish and English required Service oriented mind-set and sense of urgency when responding to internal and external requests Solutions-driven individual with an ability to build and drive business Fixed Income product knowledge, with a multi asset focus Well organized, high energy, self-starter, ability to work within the firm's demanding and highly focused environment. Entrepreneurial skills are key to success in this role Outstanding relationship building skills Ability to clearly articulate analysis, written and verbally Work effectively with all levels of personnel as part of a team and individually Ability to manage prospect base and explore opportunities for new asset growth Time-management, multi-tasking, and organization skills Candidates must be collaborative and possess a positive and upbeat attitude Unassailable ethics and integrity Clear commitment to PIMCO's culture, values, and approach EDUCATION Bachelor's degree in finance, business, or related field required Progress toward the CFA designation is a plus EXPERIENCE REQUIRED Account Analyst Ideal candidates should have 0-2 years of experience in the financial services industry and a strong interest in fixed income and economics. College internships in finance, client-oriented roles are preferred. 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: $ 90,000.00 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.
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 a preeminent leader across fixed income strategies, including registered 40 Act funds, and is expanding its capabilities across a broad range of opportunistic and alternative strategies in the private fund space. The individual will be responsible for supporting the Code of Ethics compliance program, assisting in drafting policies and procedures and other compliance-related documents, communications, and internal reporting; oversight of employee personal trading and outside business activity requirements; and training and education. The position will be based in our corporate headquarters in Newport Beach, CA, or Austin, TX, or New York, NY. This position requires a professional with diplomatic and analytical skills who can flourish in a challenging, fast-paced, and professional environment with frequent shifts in priorities as business needs dictate. Strong writing skills are required. The Compliance Officer's key responsibilities include, but are not limited to the following: Support the development and implementation of the Code of Ethics compliance program, working closely with members of the Compliance Department globally to drive enhancement and ensure consistency globally Draft and implement policies, procedures, memos and internal and external communications Identify and address situations involving potential conflicts of interest, including completing personal trading conflicts of interest reviews, conducting ongoing monitoring, and issuing compliance violations, as necessary Support the facilitation of regulatory filings for PIMCO Sponsored Closed-End Fund insiders as required by Section 16 of the 1934 Securities Act Engage with employees ranging from junior analysts to Managing Directors on any compliance reviews/matters identified Manage employee inquiries regarding personal trading and Code of Ethics requirements Manage personal trading system maintenance and development (e.g., ensuring personal accounts are added to/ removed from an automated broker feed, monthly data uploads) Manage quarterly compliance certification launch, follow-up, and violations process Generate quarterly reporting of personal investment statements for employees Manage firm restricted trading list coding in the personal trading system Facilitate onboarding of new employees Lead and assign various projects and ad hoc tasks Must take initiative in learning and applying new skills and regulations Proactively respond to business and regulatory changes REQUIREMENTS: Undergraduate degree, preferably with a major in Business, Economics, Finance, or related field Minimum of five years of previous compliance experience monitoring personal trading Technical aptitude with Microsoft Excel, including Excel formulas (e.g., vlookups, Pivot tables) and Microsoft Word Strong background in securities and investment products (stocks, bonds, derivatives, open-end mutual funds, closed-end funds, ETFs, private funds) Strong verbal/written communication skills Ability to work in a self-directed manner, proactively identifying issues and being solution-oriented Take initiative to lead projects and follow-up on outstanding items Strong organizational and analytical skills, high attention to detail, and problem solving ability Be highly communicative regarding project progress, and escalate any challenges/bottlenecks Highly flexible - capable of rapidly changing priorities based on business demands Have a high degree of discretion and ability to safeguard confidential information Have a strong sense of integrity, behaving consistently with expressed values and ethical principles of PIMCO. Application Deadline: Monday, April 22, :59pm PT. 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: $ 100,000.00 - $ 135,000.00 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. PIMCO is a preeminent leader across fixed income strategies, including registered 40 Act funds, and is expanding its capabilities across a broad range of opportunistic and alternative strategies in the private fund space. The individual will be responsible for supporting the Code of Ethics compliance program, assisting in drafting policies and procedures and other compliance-related documents, communications, and internal reporting; oversight of employee personal trading and outside business activity requirements; and training and education. The position will be based in our corporate headquarters in Newport Beach, CA, or Austin, TX, or New York, NY. This position requires a professional with diplomatic and analytical skills who can flourish in a challenging, fast-paced, and professional environment with frequent shifts in priorities as business needs dictate. Strong writing skills are required. The Compliance Officer's key responsibilities include, but are not limited to the following: Support the development and implementation of the Code of Ethics compliance program, working closely with members of the Compliance Department globally to drive enhancement and ensure consistency globally Draft and implement policies, procedures, memos and internal and external communications Identify and address situations involving potential conflicts of interest, including completing personal trading conflicts of interest reviews, conducting ongoing monitoring, and issuing compliance violations, as necessary Support the facilitation of regulatory filings for PIMCO Sponsored Closed-End Fund insiders as required by Section 16 of the 1934 Securities Act Engage with employees ranging from junior analysts to Managing Directors on any compliance reviews/matters identified Manage employee inquiries regarding personal trading and Code of Ethics requirements Manage personal trading system maintenance and development (e.g., ensuring personal accounts are added to/ removed from an automated broker feed, monthly data uploads) Manage quarterly compliance certification launch, follow-up, and violations process Generate quarterly reporting of personal investment statements for employees Manage firm restricted trading list coding in the personal trading system Facilitate onboarding of new employees Lead and assign various projects and ad hoc tasks Must take initiative in learning and applying new skills and regulations Proactively respond to business and regulatory changes REQUIREMENTS: Undergraduate degree, preferably with a major in Business, Economics, Finance, or related field Minimum of five years of previous compliance experience monitoring personal trading Technical aptitude with Microsoft Excel, including Excel formulas (e.g., vlookups, Pivot tables) and Microsoft Word Strong background in securities and investment products (stocks, bonds, derivatives, open-end mutual funds, closed-end funds, ETFs, private funds) Strong verbal/written communication skills Ability to work in a self-directed manner, proactively identifying issues and being solution-oriented Take initiative to lead projects and follow-up on outstanding items Strong organizational and analytical skills, high attention to detail, and problem solving ability Be highly communicative regarding project progress, and escalate any challenges/bottlenecks Highly flexible - capable of rapidly changing priorities based on business demands Have a high degree of discretion and ability to safeguard confidential information Have a strong sense of integrity, behaving consistently with expressed values and ethical principles of PIMCO. Application Deadline: Monday, April 22, :59pm PT. 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: $ 100,000.00 - $ 135,000.00 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.
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 a preeminent leader across fixed income strategies, including registered 40 Act funds, and is expanding its capabilities across a broad range of opportunistic and alternative strategies in the private fund space. The individual will be responsible for supporting the Code of Ethics compliance program, assisting in drafting policies and procedures and other compliance-related documents, communications, and internal reporting; oversight of employee personal trading and outside business activity requirements; and training and education. The position will be based in our corporate headquarters in Newport Beach, CA, or Austin, TX, or New York, NY. This position requires a professional with diplomatic and analytical skills who can flourish in a challenging, fast-paced, and professional environment with frequent shifts in priorities as business needs dictate. Strong writing skills are required. The Compliance Officer's key responsibilities include, but are not limited to the following: Support the development and implementation of the Code of Ethics compliance program, working closely with members of the Compliance Department globally to drive enhancement and ensure consistency globally Draft and implement policies, procedures, memos and internal and external communications Identify and address situations involving potential conflicts of interest, including completing personal trading conflicts of interest reviews, conducting ongoing monitoring, and issuing compliance violations, as necessary Support the facilitation of regulatory filings for PIMCO Sponsored Closed-End Fund insiders as required by Section 16 of the 1934 Securities Act Engage with employees ranging from junior analysts to Managing Directors on any compliance reviews/matters identified Manage employee inquiries regarding personal trading and Code of Ethics requirements Manage personal trading system maintenance and development (e.g., ensuring personal accounts are added to/ removed from an automated broker feed, monthly data uploads) Manage quarterly compliance certification launch, follow-up, and violations process Generate quarterly reporting of personal investment statements for employees Manage firm restricted trading list coding in the personal trading system Facilitate onboarding of new employees Lead and assign various projects and ad hoc tasks Must take initiative in learning and applying new skills and regulations Proactively respond to business and regulatory changes REQUIREMENTS: Undergraduate degree, preferably with a major in Business, Economics, Finance, or related field Minimum of five years of previous compliance experience monitoring personal trading Technical aptitude with Microsoft Excel, including Excel formulas (e.g., vlookups, Pivot tables) and Microsoft Word Strong background in securities and investment products (stocks, bonds, derivatives, open-end mutual funds, closed-end funds, ETFs, private funds) Strong verbal/written communication skills Ability to work in a self-directed manner, proactively identifying issues and being solution-oriented Take initiative to lead projects and follow-up on outstanding items Strong organizational and analytical skills, high attention to detail, and problem solving ability Be highly communicative regarding project progress, and escalate any challenges/bottlenecks Highly flexible - capable of rapidly changing priorities based on business demands Have a high degree of discretion and ability to safeguard confidential information Have a strong sense of integrity, behaving consistently with expressed values and ethical principles of PIMCO. Application Deadline: Monday, April 22, :59pm PT. 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: $ 100,000.00 - $ 135,000.00 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. PIMCO is a preeminent leader across fixed income strategies, including registered 40 Act funds, and is expanding its capabilities across a broad range of opportunistic and alternative strategies in the private fund space. The individual will be responsible for supporting the Code of Ethics compliance program, assisting in drafting policies and procedures and other compliance-related documents, communications, and internal reporting; oversight of employee personal trading and outside business activity requirements; and training and education. The position will be based in our corporate headquarters in Newport Beach, CA, or Austin, TX, or New York, NY. This position requires a professional with diplomatic and analytical skills who can flourish in a challenging, fast-paced, and professional environment with frequent shifts in priorities as business needs dictate. Strong writing skills are required. The Compliance Officer's key responsibilities include, but are not limited to the following: Support the development and implementation of the Code of Ethics compliance program, working closely with members of the Compliance Department globally to drive enhancement and ensure consistency globally Draft and implement policies, procedures, memos and internal and external communications Identify and address situations involving potential conflicts of interest, including completing personal trading conflicts of interest reviews, conducting ongoing monitoring, and issuing compliance violations, as necessary Support the facilitation of regulatory filings for PIMCO Sponsored Closed-End Fund insiders as required by Section 16 of the 1934 Securities Act Engage with employees ranging from junior analysts to Managing Directors on any compliance reviews/matters identified Manage employee inquiries regarding personal trading and Code of Ethics requirements Manage personal trading system maintenance and development (e.g., ensuring personal accounts are added to/ removed from an automated broker feed, monthly data uploads) Manage quarterly compliance certification launch, follow-up, and violations process Generate quarterly reporting of personal investment statements for employees Manage firm restricted trading list coding in the personal trading system Facilitate onboarding of new employees Lead and assign various projects and ad hoc tasks Must take initiative in learning and applying new skills and regulations Proactively respond to business and regulatory changes REQUIREMENTS: Undergraduate degree, preferably with a major in Business, Economics, Finance, or related field Minimum of five years of previous compliance experience monitoring personal trading Technical aptitude with Microsoft Excel, including Excel formulas (e.g., vlookups, Pivot tables) and Microsoft Word Strong background in securities and investment products (stocks, bonds, derivatives, open-end mutual funds, closed-end funds, ETFs, private funds) Strong verbal/written communication skills Ability to work in a self-directed manner, proactively identifying issues and being solution-oriented Take initiative to lead projects and follow-up on outstanding items Strong organizational and analytical skills, high attention to detail, and problem solving ability Be highly communicative regarding project progress, and escalate any challenges/bottlenecks Highly flexible - capable of rapidly changing priorities based on business demands Have a high degree of discretion and ability to safeguard confidential information Have a strong sense of integrity, behaving consistently with expressed values and ethical principles of PIMCO. Application Deadline: Monday, April 22, :59pm PT. 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: $ 100,000.00 - $ 135,000.00 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.
Overview Bring your ideas. Make history. BNY Mellon offers an exciting array of future-forward careers at the intersection of business, finance, and technology. We are one of the world's top asset management and banking firms that manages trillions of dollars in assets, custody and/or administration. Known as the "bank of banks" - 97% of the world's top banks work with us as we lead and serve our customers into the new era of digital. With over 238 years of rich history and industry firsts, BNY Mellon has been built upon our proven ability to evolve, lead, and drive new ideas at every turn. Today, we're approximately 50,000 employees across 35 countries with a culture that empowers you to grow, take risks, experiment and be yourself. This is what is all about. We're seeking a future team member for the role of Data Analyst, Data Management & Quantative Analysis to join our Managed Services Team. This role is located in Pittsburgh, PA - HYBRID/REMOTE. In this role, you'll make an impact in the following ways: As part of Managed Services team, supports global clients in day-to-day operational market data needs, performing data stewarding and data management support through utilization of Eagle and Vault applications. Monitors data feeds and performs data scrubbing for security reference, portfolio reference and various asset type activity. Identifies, researches, resolves and documents violations, exceptions, or occurrences exceeding tolerance thresholds, missing data, and other validations. Provides support to peers. Independently compiles, synthesizes and reports on market data sources; provides support with access, maintenance and security activities. Manages complex databases, feeds, etc. and assist with more complex data sources. Conducts calculations for more senior colleagues and helps develop reports. May oversee the workflow of a Data Management and Quantitative Analysis support team and provides quality assurance for peers. Adds and maintains data on client environments, inputs and verifies accuracy of information. Ensures information entered by more peers is accurate. Should be familiar with market data sources such as Bloomberg, IDC, FactSet, etc. Contributes and response to data-related questions from internal and external clients and helps provide solutions. Must display strong verbal and written communication skills. Ensures that all customer responses are thoroughly documented and verified. Serves as a work coordinator for a team of Data Management and Quantitative Analysis support staff. Contributes to the achievement of team objectives. Provides support with access, maintenance, and security activities. To be successful in this role, we're seeking the following: Manages complex databases, feeds, etc. and assist with more complex data sources. Conducts calculations for more senior colleagues and helps develop reports. May oversee the workflow of a Data Management and Quantitative Analysis support team and provides guidance to more junior staff. Monitors data feeds and performs data scrubbing for the Data Management and Quantitative Analysis team. Identifies and documents violations, exceptions, or occurrences exceeding tolerance thresholds. Adds and maintains data on the Banks systems, inputs and verifies accuracy of information. Ensures information entered by peers is accurate. Tests software enhancements and upgrades as necessary and may provide recommendations for improvement. Performs calculations, initiates the execution of data modeling programs and prepares initial drafts of simple charts, graphs or reports by using complex databases and spreadsheets. Contributes to responses to data-related questions from internal and external clients and helps provide solutions. Ensures that all customer responses are thoroughly documented and verified. Contributes to the achievement of team objectives. At BNY Mellon, our inclusive culture speaks for itself. Here's a few of our awards: Fortune World's Most Admired Companies & Top 20 for Diversity and Inclusion Bloomberg's Gender Equality Index (GEI) Best Places to Work for Disability Inclusion , Disability: IN - 100% score 100 Best Workplaces for Innovators, Fast Company Human Rights Campaign Foundation, 100% score Corporate Equality Index CDP's Climate Change 'A List' Bachelor's degree or the equivalent combination of education and experience. 1-3 years of total work experience preferred. Experience in the financial industry preferred. Our Benefits: BNY Mellon offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life's journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves that can support you and your family through moments that matter. BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans. Employer Description: For over 230 years, the people of BNY Mellon have been at the forefront of finance, expanding the financial markets while supporting investors throughout the investment lifecycle. BNY Mellon can act as a single point of contact for clients looking to create, trade, hold, manage, service, distribute or restructure investments and safeguards nearly one-fifth of the world's financial assets. BNY Mellon remains one of the safest, most trusted and admired companies. Every day our employees make their mark by helping clients better manage and service their financial assets around the world. Whether providing financial services for institutions, corporations or individual investors, clients count on the people of BNY Mellon across time zones and in 35 countries and more than 100 markets. It's the collective ambition, innovative thinking and exceptionally focused client service paired with a commitment to doing what is right that continues to set us apart. Make your mark: bnymellon. EEO Statement: BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer. Minorities/Females/Individuals With Disabilities/Protected Veterans. Our ambition is to build the best global team - one that is representative and inclusive of the diverse talent, clients and communities we work with and serve - and to empower our team to do their best work. We support wellbeing and a balanced life, and offer a range of family-friendly, inclusive employment policies and employee forums.
04/18/2024
Full time
Overview Bring your ideas. Make history. BNY Mellon offers an exciting array of future-forward careers at the intersection of business, finance, and technology. We are one of the world's top asset management and banking firms that manages trillions of dollars in assets, custody and/or administration. Known as the "bank of banks" - 97% of the world's top banks work with us as we lead and serve our customers into the new era of digital. With over 238 years of rich history and industry firsts, BNY Mellon has been built upon our proven ability to evolve, lead, and drive new ideas at every turn. Today, we're approximately 50,000 employees across 35 countries with a culture that empowers you to grow, take risks, experiment and be yourself. This is what is all about. We're seeking a future team member for the role of Data Analyst, Data Management & Quantative Analysis to join our Managed Services Team. This role is located in Pittsburgh, PA - HYBRID/REMOTE. In this role, you'll make an impact in the following ways: As part of Managed Services team, supports global clients in day-to-day operational market data needs, performing data stewarding and data management support through utilization of Eagle and Vault applications. Monitors data feeds and performs data scrubbing for security reference, portfolio reference and various asset type activity. Identifies, researches, resolves and documents violations, exceptions, or occurrences exceeding tolerance thresholds, missing data, and other validations. Provides support to peers. Independently compiles, synthesizes and reports on market data sources; provides support with access, maintenance and security activities. Manages complex databases, feeds, etc. and assist with more complex data sources. Conducts calculations for more senior colleagues and helps develop reports. May oversee the workflow of a Data Management and Quantitative Analysis support team and provides quality assurance for peers. Adds and maintains data on client environments, inputs and verifies accuracy of information. Ensures information entered by more peers is accurate. Should be familiar with market data sources such as Bloomberg, IDC, FactSet, etc. Contributes and response to data-related questions from internal and external clients and helps provide solutions. Must display strong verbal and written communication skills. Ensures that all customer responses are thoroughly documented and verified. Serves as a work coordinator for a team of Data Management and Quantitative Analysis support staff. Contributes to the achievement of team objectives. Provides support with access, maintenance, and security activities. To be successful in this role, we're seeking the following: Manages complex databases, feeds, etc. and assist with more complex data sources. Conducts calculations for more senior colleagues and helps develop reports. May oversee the workflow of a Data Management and Quantitative Analysis support team and provides guidance to more junior staff. Monitors data feeds and performs data scrubbing for the Data Management and Quantitative Analysis team. Identifies and documents violations, exceptions, or occurrences exceeding tolerance thresholds. Adds and maintains data on the Banks systems, inputs and verifies accuracy of information. Ensures information entered by peers is accurate. Tests software enhancements and upgrades as necessary and may provide recommendations for improvement. Performs calculations, initiates the execution of data modeling programs and prepares initial drafts of simple charts, graphs or reports by using complex databases and spreadsheets. Contributes to responses to data-related questions from internal and external clients and helps provide solutions. Ensures that all customer responses are thoroughly documented and verified. Contributes to the achievement of team objectives. At BNY Mellon, our inclusive culture speaks for itself. Here's a few of our awards: Fortune World's Most Admired Companies & Top 20 for Diversity and Inclusion Bloomberg's Gender Equality Index (GEI) Best Places to Work for Disability Inclusion , Disability: IN - 100% score 100 Best Workplaces for Innovators, Fast Company Human Rights Campaign Foundation, 100% score Corporate Equality Index CDP's Climate Change 'A List' Bachelor's degree or the equivalent combination of education and experience. 1-3 years of total work experience preferred. Experience in the financial industry preferred. Our Benefits: BNY Mellon offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life's journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves that can support you and your family through moments that matter. BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans. Employer Description: For over 230 years, the people of BNY Mellon have been at the forefront of finance, expanding the financial markets while supporting investors throughout the investment lifecycle. BNY Mellon can act as a single point of contact for clients looking to create, trade, hold, manage, service, distribute or restructure investments and safeguards nearly one-fifth of the world's financial assets. BNY Mellon remains one of the safest, most trusted and admired companies. Every day our employees make their mark by helping clients better manage and service their financial assets around the world. Whether providing financial services for institutions, corporations or individual investors, clients count on the people of BNY Mellon across time zones and in 35 countries and more than 100 markets. It's the collective ambition, innovative thinking and exceptionally focused client service paired with a commitment to doing what is right that continues to set us apart. Make your mark: bnymellon. EEO Statement: BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer. Minorities/Females/Individuals With Disabilities/Protected Veterans. Our ambition is to build the best global team - one that is representative and inclusive of the diverse talent, clients and communities we work with and serve - and to empower our team to do their best work. We support wellbeing and a balanced life, and offer a range of family-friendly, inclusive employment policies and employee forums.
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 a preeminent leader across fixed income strategies, including registered 40 Act funds, and is expanding its capabilities across a broad range of opportunistic and alternative strategies in the private fund space. The individual will be responsible for supporting the Code of Ethics compliance program, assisting in drafting policies and procedures and other compliance-related documents, communications, and internal reporting; oversight of employee personal trading and outside business activity requirements; and training and education. The position will be based in our corporate headquarters in Newport Beach, CA, or Austin, TX, or New York, NY. This position requires a professional with diplomatic and analytical skills who can flourish in a challenging, fast-paced, and professional environment with frequent shifts in priorities as business needs dictate. Strong writing skills are required. The Compliance Officer's key responsibilities include, but are not limited to the following: Support the development and implementation of the Code of Ethics compliance program, working closely with members of the Compliance Department globally to drive enhancement and ensure consistency globally Draft and implement policies, procedures, memos and internal and external communications Identify and address situations involving potential conflicts of interest, including completing personal trading conflicts of interest reviews, conducting ongoing monitoring, and issuing compliance violations, as necessary Support the facilitation of regulatory filings for PIMCO Sponsored Closed-End Fund insiders as required by Section 16 of the 1934 Securities Act Engage with employees ranging from junior analysts to Managing Directors on any compliance reviews/matters identified Manage employee inquiries regarding personal trading and Code of Ethics requirements Manage personal trading system maintenance and development (e.g., ensuring personal accounts are added to/ removed from an automated broker feed, monthly data uploads) Manage quarterly compliance certification launch, follow-up, and violations process Generate quarterly reporting of personal investment statements for employees Manage firm restricted trading list coding in the personal trading system Facilitate onboarding of new employees Lead and assign various projects and ad hoc tasks Must take initiative in learning and applying new skills and regulations Proactively respond to business and regulatory changes REQUIREMENTS: Undergraduate degree, preferably with a major in Business, Economics, Finance, or related field Minimum of five years of previous compliance experience monitoring personal trading Technical aptitude with Microsoft Excel, including Excel formulas (e.g., vlookups, Pivot tables) and Microsoft Word Strong background in securities and investment products (stocks, bonds, derivatives, open-end mutual funds, closed-end funds, ETFs, private funds) Strong verbal/written communication skills Ability to work in a self-directed manner, proactively identifying issues and being solution-oriented Take initiative to lead projects and follow-up on outstanding items Strong organizational and analytical skills, high attention to detail, and problem solving ability Be highly communicative regarding project progress, and escalate any challenges/bottlenecks Highly flexible - capable of rapidly changing priorities based on business demands Have a high degree of discretion and ability to safeguard confidential information Have a strong sense of integrity, behaving consistently with expressed values and ethical principles of PIMCO. Application Deadline: Monday, April 22, :59pm PT. 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: $ 100,000.00 - $ 135,000.00 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. PIMCO is a preeminent leader across fixed income strategies, including registered 40 Act funds, and is expanding its capabilities across a broad range of opportunistic and alternative strategies in the private fund space. The individual will be responsible for supporting the Code of Ethics compliance program, assisting in drafting policies and procedures and other compliance-related documents, communications, and internal reporting; oversight of employee personal trading and outside business activity requirements; and training and education. The position will be based in our corporate headquarters in Newport Beach, CA, or Austin, TX, or New York, NY. This position requires a professional with diplomatic and analytical skills who can flourish in a challenging, fast-paced, and professional environment with frequent shifts in priorities as business needs dictate. Strong writing skills are required. The Compliance Officer's key responsibilities include, but are not limited to the following: Support the development and implementation of the Code of Ethics compliance program, working closely with members of the Compliance Department globally to drive enhancement and ensure consistency globally Draft and implement policies, procedures, memos and internal and external communications Identify and address situations involving potential conflicts of interest, including completing personal trading conflicts of interest reviews, conducting ongoing monitoring, and issuing compliance violations, as necessary Support the facilitation of regulatory filings for PIMCO Sponsored Closed-End Fund insiders as required by Section 16 of the 1934 Securities Act Engage with employees ranging from junior analysts to Managing Directors on any compliance reviews/matters identified Manage employee inquiries regarding personal trading and Code of Ethics requirements Manage personal trading system maintenance and development (e.g., ensuring personal accounts are added to/ removed from an automated broker feed, monthly data uploads) Manage quarterly compliance certification launch, follow-up, and violations process Generate quarterly reporting of personal investment statements for employees Manage firm restricted trading list coding in the personal trading system Facilitate onboarding of new employees Lead and assign various projects and ad hoc tasks Must take initiative in learning and applying new skills and regulations Proactively respond to business and regulatory changes REQUIREMENTS: Undergraduate degree, preferably with a major in Business, Economics, Finance, or related field Minimum of five years of previous compliance experience monitoring personal trading Technical aptitude with Microsoft Excel, including Excel formulas (e.g., vlookups, Pivot tables) and Microsoft Word Strong background in securities and investment products (stocks, bonds, derivatives, open-end mutual funds, closed-end funds, ETFs, private funds) Strong verbal/written communication skills Ability to work in a self-directed manner, proactively identifying issues and being solution-oriented Take initiative to lead projects and follow-up on outstanding items Strong organizational and analytical skills, high attention to detail, and problem solving ability Be highly communicative regarding project progress, and escalate any challenges/bottlenecks Highly flexible - capable of rapidly changing priorities based on business demands Have a high degree of discretion and ability to safeguard confidential information Have a strong sense of integrity, behaving consistently with expressed values and ethical principles of PIMCO. Application Deadline: Monday, April 22, :59pm PT. 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: $ 100,000.00 - $ 135,000.00 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.
KEY JOB FUNCTIONS: Interact with Senior leaders in Analytics to develop and refine requests for analyses. Identify potential business opportunities and discuss related analyses with Analytics leadership Conduct objective, rigorous analytics to help the business improve profitability, operational processes, and customer service - e.g., identification and evaluation of revenue growth opportunities, resource optimization, optimal investment mix, competitive market dynamics, customer behavior, and pricing optimization Distill vast datasets into actionable insights and recommendations that guide decisions and strategies. Develop presentation materials and assume an increased role in communicating analysis findings clearly and concisely to senior management, in both verbal and written formats. Assist Analyst I team members in structuring and executing their analytics and in developing presentation materials Play an active role in the development, implementation and evaluation of strategic projects Develop and support reporting for operating departments across the enterprise to provide senior leaders visibility into trends and business performance drivers Use technology (e.g., SQL, R, Tableau, Google BigQuery, Python) to develop analytics and reporting tools. Capable of working in both Microsoft Excel and PowerPoint Propose and implement improvements to processes and reports Contribute to projects that require input from other Analytics team members Help to train and on-board new team members in technical skills, tools & processesREQUIRED QUALIFICATIONS Bachelor's degree from an accredited four-year college 1+ years of professional work (or equivalent experience) Demonstrated business acumen; can articulate the fundamental drivers of business performance Intermediate skills in querying, analyzing, and visualizing large data sets. Some experience in working with Microsoft Excel and PowerPoint Strength in critical thinking, problem solving, and written and verbal communication. Comfort in articulating complex information and analyses to a variety of audiences Intellectual curiosity and willingness to quickly learn relevant database applications and software, as well as industry-specific terminology and dynamics Desire to understand a broad range of operations within the casino and hospitality industry Ability to effectively interact with key stakeholders, manage multiple projects simultaneously, and meet deadlines while consistently delivering accurate and high-quality work Demonstrated ability to work effectively in a team-oriented environment Ability to uphold and demonstrate the highest level of integrityPREFERRED QUALIFICATIONS Bachelor's Degree from a top-tier program in one of the following areas: Finance, Marketing, Engineering, Economics, Mathematics/Statistics, Hotel Management, Business, or Data Science Graduate Degree in one of the following areas or in an equivalent technical field: Business, Economics, Mathematics/Statistics, Hotel Management Exposure to statistical analysis or optimization analytics Proficiency in one or more of the following programming languages: SQL, R, VBA, Sass, Python, and/or experience in working with Google BigQuery. Hyperion experience a plus Experience with web-based data visualization tools, such as Tableau or Microstrategy Prior experience in the gaming/hospitality industry
04/18/2024
Full time
KEY JOB FUNCTIONS: Interact with Senior leaders in Analytics to develop and refine requests for analyses. Identify potential business opportunities and discuss related analyses with Analytics leadership Conduct objective, rigorous analytics to help the business improve profitability, operational processes, and customer service - e.g., identification and evaluation of revenue growth opportunities, resource optimization, optimal investment mix, competitive market dynamics, customer behavior, and pricing optimization Distill vast datasets into actionable insights and recommendations that guide decisions and strategies. Develop presentation materials and assume an increased role in communicating analysis findings clearly and concisely to senior management, in both verbal and written formats. Assist Analyst I team members in structuring and executing their analytics and in developing presentation materials Play an active role in the development, implementation and evaluation of strategic projects Develop and support reporting for operating departments across the enterprise to provide senior leaders visibility into trends and business performance drivers Use technology (e.g., SQL, R, Tableau, Google BigQuery, Python) to develop analytics and reporting tools. Capable of working in both Microsoft Excel and PowerPoint Propose and implement improvements to processes and reports Contribute to projects that require input from other Analytics team members Help to train and on-board new team members in technical skills, tools & processesREQUIRED QUALIFICATIONS Bachelor's degree from an accredited four-year college 1+ years of professional work (or equivalent experience) Demonstrated business acumen; can articulate the fundamental drivers of business performance Intermediate skills in querying, analyzing, and visualizing large data sets. Some experience in working with Microsoft Excel and PowerPoint Strength in critical thinking, problem solving, and written and verbal communication. Comfort in articulating complex information and analyses to a variety of audiences Intellectual curiosity and willingness to quickly learn relevant database applications and software, as well as industry-specific terminology and dynamics Desire to understand a broad range of operations within the casino and hospitality industry Ability to effectively interact with key stakeholders, manage multiple projects simultaneously, and meet deadlines while consistently delivering accurate and high-quality work Demonstrated ability to work effectively in a team-oriented environment Ability to uphold and demonstrate the highest level of integrityPREFERRED QUALIFICATIONS Bachelor's Degree from a top-tier program in one of the following areas: Finance, Marketing, Engineering, Economics, Mathematics/Statistics, Hotel Management, Business, or Data Science Graduate Degree in one of the following areas or in an equivalent technical field: Business, Economics, Mathematics/Statistics, Hotel Management Exposure to statistical analysis or optimization analytics Proficiency in one or more of the following programming languages: SQL, R, VBA, Sass, Python, and/or experience in working with Google BigQuery. Hyperion experience a plus Experience with web-based data visualization tools, such as Tableau or Microstrategy Prior experience in the gaming/hospitality industry
The University of Vermont Health Network
Colchester, Vermont
JOB DESCRIPTION: The Senior Payment Reform Analyst ("Analyst ") is responsible for developing, operationalizing, maintaining, and monitoring the OneCare Vermont Accountable Care Organization payment reform initiatives. These initiatives include the statewide value-based contracts with payers as well as hospital fixed payment conversions, the Comprehensive Payment Reform program for independent primary care, and other payment reforms yet to be operationalized. The Analyst will work closely with the Director of Payment Reform and other OneCare finance and analytics team members to ensure payment reform programs run smoothly, unfavorable trends are observed and raised quickly, and the programs yield the intended results. Additionally, the Analyst will interface with network participants and payer representatives to further payment reform programs and ensure participant understanding. This role requires a high level of analytical, technical, and financial competency and the incumbent will contribute heavily to the success of the ACO and its payment reform programs. Major areas of focus and accountabilities include: Payment Reform Modeling and Support Program Settlement Forecasting and Reporting Program Performance Investigations and Analyses Hospital Fixed Payment Modeling Comprehensive Payment Reform Program Modeling Performance Report Development Periodic In-Depth Program Outcome Analyses The position requires the ability to comprehend complex data models, deliver accurate outputs, healthcare cost drivers, and build strong relationships with other ACO teams. Strong financial, analytical and communication skills are required as is the ability to conduct oneself with tact, diplomacy, and discretion. This position facilitates the creation of a high value health care delivery system that meets the Quadruple Aim of optimizing health, controlling cost growth, improving patient experience of care, and improving provider satisfaction. This is a hybrid/remote position. EDUCATION: Bachelor's Degree in a business-related subject area required. CPA and/or Master's Degree in related discipline preferred. EXPERIENCE: 5 years of health care financial management or ACO experience required. SQL coding experience strongly preferred. Experience working within a complex and innovative environment is essential to this role. Experience presenting financial/budget information desired.
04/18/2024
Full time
JOB DESCRIPTION: The Senior Payment Reform Analyst ("Analyst ") is responsible for developing, operationalizing, maintaining, and monitoring the OneCare Vermont Accountable Care Organization payment reform initiatives. These initiatives include the statewide value-based contracts with payers as well as hospital fixed payment conversions, the Comprehensive Payment Reform program for independent primary care, and other payment reforms yet to be operationalized. The Analyst will work closely with the Director of Payment Reform and other OneCare finance and analytics team members to ensure payment reform programs run smoothly, unfavorable trends are observed and raised quickly, and the programs yield the intended results. Additionally, the Analyst will interface with network participants and payer representatives to further payment reform programs and ensure participant understanding. This role requires a high level of analytical, technical, and financial competency and the incumbent will contribute heavily to the success of the ACO and its payment reform programs. Major areas of focus and accountabilities include: Payment Reform Modeling and Support Program Settlement Forecasting and Reporting Program Performance Investigations and Analyses Hospital Fixed Payment Modeling Comprehensive Payment Reform Program Modeling Performance Report Development Periodic In-Depth Program Outcome Analyses The position requires the ability to comprehend complex data models, deliver accurate outputs, healthcare cost drivers, and build strong relationships with other ACO teams. Strong financial, analytical and communication skills are required as is the ability to conduct oneself with tact, diplomacy, and discretion. This position facilitates the creation of a high value health care delivery system that meets the Quadruple Aim of optimizing health, controlling cost growth, improving patient experience of care, and improving provider satisfaction. This is a hybrid/remote position. EDUCATION: Bachelor's Degree in a business-related subject area required. CPA and/or Master's Degree in related discipline preferred. EXPERIENCE: 5 years of health care financial management or ACO experience required. SQL coding experience strongly preferred. Experience working within a complex and innovative environment is essential to this role. Experience presenting financial/budget information desired.
Overview BNY Mellon Bring your ideas. Make history. BNY Mellon offers an exciting array of future-forward careers at the intersection of business, finance, and technology. We are one of the world's top asset management and banking firms that manages trillions of dollars in assets, custody and/or administration. Known as the "bank of banks" - 97% of the world's top banks work with us as we lead and serve our customers into the new era of digital. With over 240 years of rich history and industry firsts, BNY Mellon has been built upon our proven ability to evolve, lead, and drive new ideas at every turn. Today, we're approximately 50,000 employees across 35 countries with a culture that empowers you to grow, take risks, experiment and be yourself. This is what is all about. Team Description; Role function on team: Model Risk Management (MRMG) oversees all modeling in the firm with the aim to reduce and understand our firm's exposure to risks. To do so, we set up the process to develop and maintain models and approve all models for use in production. This is accomplished by rigorous review, investigations that question assumptions, test outcomes, and find the limits of methodologies. MRMG operates as a global group, working from three continents. Our highly visible roles come with significant responsibility in the decision-making process. The Vice President, Model Risk II will contribute to highly visible enterprise-wide model development functions in the organization. The models make estimates that are a key input to management decisions and are reported to Senior Management and the Board of Directors on a regular basis. The role will be to execute enterprise standards for model validation. The incumbent will be responsible for leading work to identify and evaluate model risk as well as proposing controls to manage that risk. This will entail investigating the weaknesses of a framework and setting the scope and designing tests for a validation effort, appropriate to that framework. This role may work in one of five disciplines, each responsible for a different type of modelling: 1) Credit Risk Modelling, 2) Treasury Modelling, 3) Market Risk Modelling, 4) Pricing Modelling, 5) Forecasting Responsibilities: Execute enterprise standards for model validation, by setting the scope of a validation effort. This entails designing the tests and review activities necessary to evaluate a model. Responsible for evaluating the strengths and weaknesses of a model's conceptual framework to identify situations where a model may become less useful. Reviews accuracy of reports and calculations performed by less experienced colleagues. The incumbent will be responsible for reviewing the risks identified by more junior analysts and formulating the proposed controls into a plan of action for management. Responsible for the technical direction, accuracy, and soundness of quantitative methods in the assigned area. Decisions and assumptions recommended by the incumbent have significant impact on the financial and risk position of the Bank or legal entity supported. Required Qualifications: Master's Degree or PhD in a quantitative discipline, including engineering, mathematics, physics, statistics, econometrics. The candidate must have a superb quantitative and analytical background with a solid theoretical foundation coupled with strong programming, documentation, and communications skills. Minimum 2 years (2 - 5 preferred) of modelling experience in financial services. Must have experience with complex quantitative modelling, numerical analysis, and computational methods using programming languages (such as C/C++, C#, Java, FORTRAN, MATLAB, SAS) as well as mathematical/statistical software packages. Preferred Qualifications: We look for individuals who are extremely focused, detail-oriented, results-oriented and highly productive. A proven track record of being able to efficiently and effectively: conduct independent research, analyse problems, formulate and implement solutions, and produce quality results on time. Our teams must have excellent scientific and technical documentation and presentation skills, assertiveness & influencing skills, and the skills to explain abstract theoretical concepts to a non-expert audience in easy-to-understand language BNY Mellon assesses market data to ensure a competitive compensation package for our employees. Base salary if hired will be determined on an individualized basis, including as to experience and market location, and is only part of the BNYM total compensation package, which, depending on the position, may also include commission earnings, discretionary bonuses, short and long-term incentive packages, and Company-sponsored benefit programs. This position is at-will and the Company reserves the right to modify base salary (as well as any other discretionary payment or compensation) at any time, including for reasons related to individual performance, change in geographic location, Company or individual department/team performance, and market factors. Employer Description: For over 230 years, the people of BNY Mellon have been at the forefront of finance, expanding the financial markets while supporting investors throughout the investment lifecycle. BNY Mellon can act as a single point of contact for clients looking to create, trade, hold, manage, service, distribute or restructure investments and safeguards nearly one-fifth of the world's financial assets. BNY Mellon remains one of the safest, most trusted and admired companies. Every day our employees make their mark by helping clients better manage and service their financial assets around the world. Whether providing financial services for institutions, corporations or individual investors, clients count on the people of BNY Mellon across time zones and in 35 countries and more than 100 markets. It's the collective ambition, innovative thinking and exceptionally focused client service paired with a commitment to doing what is right that continues to set us apart. Make your mark: bnymellon. EEO Statement: BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer. Minorities/Females/Individuals With Disabilities/Protected Veterans. Our ambition is to build the best global team - one that is representative and inclusive of the diverse talent, clients and communities we work with and serve - and to empower our team to do their best work. We support wellbeing and a balanced life, and offer a range of family-friendly, inclusive employment policies and employee forums.
04/18/2024
Full time
Overview BNY Mellon Bring your ideas. Make history. BNY Mellon offers an exciting array of future-forward careers at the intersection of business, finance, and technology. We are one of the world's top asset management and banking firms that manages trillions of dollars in assets, custody and/or administration. Known as the "bank of banks" - 97% of the world's top banks work with us as we lead and serve our customers into the new era of digital. With over 240 years of rich history and industry firsts, BNY Mellon has been built upon our proven ability to evolve, lead, and drive new ideas at every turn. Today, we're approximately 50,000 employees across 35 countries with a culture that empowers you to grow, take risks, experiment and be yourself. This is what is all about. Team Description; Role function on team: Model Risk Management (MRMG) oversees all modeling in the firm with the aim to reduce and understand our firm's exposure to risks. To do so, we set up the process to develop and maintain models and approve all models for use in production. This is accomplished by rigorous review, investigations that question assumptions, test outcomes, and find the limits of methodologies. MRMG operates as a global group, working from three continents. Our highly visible roles come with significant responsibility in the decision-making process. The Vice President, Model Risk II will contribute to highly visible enterprise-wide model development functions in the organization. The models make estimates that are a key input to management decisions and are reported to Senior Management and the Board of Directors on a regular basis. The role will be to execute enterprise standards for model validation. The incumbent will be responsible for leading work to identify and evaluate model risk as well as proposing controls to manage that risk. This will entail investigating the weaknesses of a framework and setting the scope and designing tests for a validation effort, appropriate to that framework. This role may work in one of five disciplines, each responsible for a different type of modelling: 1) Credit Risk Modelling, 2) Treasury Modelling, 3) Market Risk Modelling, 4) Pricing Modelling, 5) Forecasting Responsibilities: Execute enterprise standards for model validation, by setting the scope of a validation effort. This entails designing the tests and review activities necessary to evaluate a model. Responsible for evaluating the strengths and weaknesses of a model's conceptual framework to identify situations where a model may become less useful. Reviews accuracy of reports and calculations performed by less experienced colleagues. The incumbent will be responsible for reviewing the risks identified by more junior analysts and formulating the proposed controls into a plan of action for management. Responsible for the technical direction, accuracy, and soundness of quantitative methods in the assigned area. Decisions and assumptions recommended by the incumbent have significant impact on the financial and risk position of the Bank or legal entity supported. Required Qualifications: Master's Degree or PhD in a quantitative discipline, including engineering, mathematics, physics, statistics, econometrics. The candidate must have a superb quantitative and analytical background with a solid theoretical foundation coupled with strong programming, documentation, and communications skills. Minimum 2 years (2 - 5 preferred) of modelling experience in financial services. Must have experience with complex quantitative modelling, numerical analysis, and computational methods using programming languages (such as C/C++, C#, Java, FORTRAN, MATLAB, SAS) as well as mathematical/statistical software packages. Preferred Qualifications: We look for individuals who are extremely focused, detail-oriented, results-oriented and highly productive. A proven track record of being able to efficiently and effectively: conduct independent research, analyse problems, formulate and implement solutions, and produce quality results on time. Our teams must have excellent scientific and technical documentation and presentation skills, assertiveness & influencing skills, and the skills to explain abstract theoretical concepts to a non-expert audience in easy-to-understand language BNY Mellon assesses market data to ensure a competitive compensation package for our employees. Base salary if hired will be determined on an individualized basis, including as to experience and market location, and is only part of the BNYM total compensation package, which, depending on the position, may also include commission earnings, discretionary bonuses, short and long-term incentive packages, and Company-sponsored benefit programs. This position is at-will and the Company reserves the right to modify base salary (as well as any other discretionary payment or compensation) at any time, including for reasons related to individual performance, change in geographic location, Company or individual department/team performance, and market factors. Employer Description: For over 230 years, the people of BNY Mellon have been at the forefront of finance, expanding the financial markets while supporting investors throughout the investment lifecycle. BNY Mellon can act as a single point of contact for clients looking to create, trade, hold, manage, service, distribute or restructure investments and safeguards nearly one-fifth of the world's financial assets. BNY Mellon remains one of the safest, most trusted and admired companies. Every day our employees make their mark by helping clients better manage and service their financial assets around the world. Whether providing financial services for institutions, corporations or individual investors, clients count on the people of BNY Mellon across time zones and in 35 countries and more than 100 markets. It's the collective ambition, innovative thinking and exceptionally focused client service paired with a commitment to doing what is right that continues to set us apart. Make your mark: bnymellon. EEO Statement: BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer. Minorities/Females/Individuals With Disabilities/Protected Veterans. Our ambition is to build the best global team - one that is representative and inclusive of the diverse talent, clients and communities we work with and serve - and to empower our team to do their best work. We support wellbeing and a balanced life, and offer a range of family-friendly, inclusive employment policies and employee forums.
Requirements:- You must have experience of working with real -world , physical data. Superb coding skills and a passion for coding . Quants with basic coding or no interest in coding should not apply . Experience of working as a quant analyst within finance / asset management / top tier investment banks PhD from Ivy league Universities in any quantitative subject . Apply:- Please send a PDF resume to
04/18/2024
Full time
Requirements:- You must have experience of working with real -world , physical data. Superb coding skills and a passion for coding . Quants with basic coding or no interest in coding should not apply . Experience of working as a quant analyst within finance / asset management / top tier investment banks PhD from Ivy league Universities in any quantitative subject . Apply:- Please send a PDF resume to
Enterprise Bank & Trust was founded in the spirit of entrepreneurship and community. From the small mom-and-pop coffee shop to the large construction company that employs local people, our goal is to help businesses succeed and our communities thrive. With offices in Arizona, California, Florida, Kansas, Missouri, New Mexico, Nevada and Texas, we're strong, growing and committed to supporting the communities we serve. We extend this commitment to the community to our associates, offering annual paid volunteer time off and charitable-matching opportunities. Voted a Best Bank to Work For by American Banker for multiple years, we offer our associates an array of benefits and the opportunity to chart their own career path with us. Join us in the pursuit of our mission to guide people to a lifetime of financial success, and enjoy a career filled with professional growth opportunities, interesting colleagues and the satisfaction of supporting our communities. Together, there's no stopping you! Job Title: Senior Credit Analyst Job Description: Summary Senior Credit Analysts serve as a representative of the Bank while providing analytical and administrative support to the commercial, commercial real estate, and consumer lending departments of the bank. In addition, they lead the credit analyst team and work directly with the Chief Credit Officer. Other major responsibilities include mentoring/training other credit analysts, conducting credit investigations, conducting financial analysis, managing loans, and managing early warning systems. Essential Duties and Responsibilities: Analyze financial statements and demonstrate comprehensive knowledge of theories, laws, and policies governing commercial credit, commercial banking, and banking policies. Create comprehensive and concise analyses of the risks and mitigations associated with complex commercial loan requests by reviewing and analyzing the borrower's financial statements, including income statements, cash flow statements, balance sheets, tax returns, personal financial statements, and collateral appraisal reports. Assess the financial condition of collateral guarantors and prepare sensitivity analyses. Conduct market and industry analyses (customers, competitors, suppliers, and new entrants). Contribute to the development of policy and procedures that safeguard the Bank's commercial credit operations. Propose alternative loan structures Oversee the completion of projects including planning, assigning, monitoring, and reviewing progress and accuracy of work, as well as evaluating results. Understand the policies and procedures of the bank/creditor. Work on multiple projects simultaneously, managing time and resources efficiently and within established deadlines. Provide borrowers with financial statement information by utilizing appropriate software programs, review financial analysis reports, and act as a technical resource for credit software. Keep up-to-date on new laws and regulations affecting the organization's credit practices. A recommendation for a change in risk grade should be made. Providing and maintaining credit obligations reports for Bank customers. Provide mentorship to interns and analyst interns. Perform Loan Reviews as requested by the Lead Loan Review Analyst or Credit Administration Manager. Qualifications: Knowledge of banking industry practices relative to commercial banking. Proven superior analytical skills Strong negotiating skills Strong written, verbal and interpersonal skills; ability to maintain confidentiality of information, as appropriate. Understanding of the components of the most complex financial statements and personal/corporate tax returns. Proficiency with Microsoft Office products (Word, Excel, Access, Power Point, etc.) and financial statement spreading software is required. A high level of initiative, thoroughness, accuracy and organizational skills required. Detail oriented with effective judgment and time management. Ability to work well independently. Ability to coach and develop others. Ability to provide feedback/train new credit analysts. Ability to plan and conduct special projects or assignments. Education and/or Education: 5-7 years prior credit analysis experience Bachelor's Degree. Business, finance, accounting major preferred, other majors with a business minor also acceptable; or equivalent experience. Technology: Expert computer skills, inclusive of experience with loan origination software and MS Office applications (specifically MS Word and Excel). Expert understanding of various business intelligence/database tools and applications. Certificates, Licenses and Registrations: Required or preferred certifications Equal Opportunity Statement: Enterprise Bank & Trust is committed to helping individuals with disabilities participate in the workforce and ensuring equal opportunity to apply and compete for jobs. If you need an accommodation in order to apply for a position at Enterprise Bank & Trust please contact Human Resources at . Enterprise Bank & Trust is committed to managing our business and community relationships in ways that positively impact our associates, clients, and the diverse communities where we work and live. We are proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to age, race, color, religion, sex, national origin, sexual orientation, gender identity or protected veteran status and will not be discriminated against on the basis of disability. All employment offers are contingent upon the applicant successfully completing both drug and background check screenings. If you would like more information about your EEO rights as an applicant under the law, please download the Equal Employment Opportunity is the Law poster HERE .
04/18/2024
Full time
Enterprise Bank & Trust was founded in the spirit of entrepreneurship and community. From the small mom-and-pop coffee shop to the large construction company that employs local people, our goal is to help businesses succeed and our communities thrive. With offices in Arizona, California, Florida, Kansas, Missouri, New Mexico, Nevada and Texas, we're strong, growing and committed to supporting the communities we serve. We extend this commitment to the community to our associates, offering annual paid volunteer time off and charitable-matching opportunities. Voted a Best Bank to Work For by American Banker for multiple years, we offer our associates an array of benefits and the opportunity to chart their own career path with us. Join us in the pursuit of our mission to guide people to a lifetime of financial success, and enjoy a career filled with professional growth opportunities, interesting colleagues and the satisfaction of supporting our communities. Together, there's no stopping you! Job Title: Senior Credit Analyst Job Description: Summary Senior Credit Analysts serve as a representative of the Bank while providing analytical and administrative support to the commercial, commercial real estate, and consumer lending departments of the bank. In addition, they lead the credit analyst team and work directly with the Chief Credit Officer. Other major responsibilities include mentoring/training other credit analysts, conducting credit investigations, conducting financial analysis, managing loans, and managing early warning systems. Essential Duties and Responsibilities: Analyze financial statements and demonstrate comprehensive knowledge of theories, laws, and policies governing commercial credit, commercial banking, and banking policies. Create comprehensive and concise analyses of the risks and mitigations associated with complex commercial loan requests by reviewing and analyzing the borrower's financial statements, including income statements, cash flow statements, balance sheets, tax returns, personal financial statements, and collateral appraisal reports. Assess the financial condition of collateral guarantors and prepare sensitivity analyses. Conduct market and industry analyses (customers, competitors, suppliers, and new entrants). Contribute to the development of policy and procedures that safeguard the Bank's commercial credit operations. Propose alternative loan structures Oversee the completion of projects including planning, assigning, monitoring, and reviewing progress and accuracy of work, as well as evaluating results. Understand the policies and procedures of the bank/creditor. Work on multiple projects simultaneously, managing time and resources efficiently and within established deadlines. Provide borrowers with financial statement information by utilizing appropriate software programs, review financial analysis reports, and act as a technical resource for credit software. Keep up-to-date on new laws and regulations affecting the organization's credit practices. A recommendation for a change in risk grade should be made. Providing and maintaining credit obligations reports for Bank customers. Provide mentorship to interns and analyst interns. Perform Loan Reviews as requested by the Lead Loan Review Analyst or Credit Administration Manager. Qualifications: Knowledge of banking industry practices relative to commercial banking. Proven superior analytical skills Strong negotiating skills Strong written, verbal and interpersonal skills; ability to maintain confidentiality of information, as appropriate. Understanding of the components of the most complex financial statements and personal/corporate tax returns. Proficiency with Microsoft Office products (Word, Excel, Access, Power Point, etc.) and financial statement spreading software is required. A high level of initiative, thoroughness, accuracy and organizational skills required. Detail oriented with effective judgment and time management. Ability to work well independently. Ability to coach and develop others. Ability to provide feedback/train new credit analysts. Ability to plan and conduct special projects or assignments. Education and/or Education: 5-7 years prior credit analysis experience Bachelor's Degree. Business, finance, accounting major preferred, other majors with a business minor also acceptable; or equivalent experience. Technology: Expert computer skills, inclusive of experience with loan origination software and MS Office applications (specifically MS Word and Excel). Expert understanding of various business intelligence/database tools and applications. Certificates, Licenses and Registrations: Required or preferred certifications Equal Opportunity Statement: Enterprise Bank & Trust is committed to helping individuals with disabilities participate in the workforce and ensuring equal opportunity to apply and compete for jobs. If you need an accommodation in order to apply for a position at Enterprise Bank & Trust please contact Human Resources at . Enterprise Bank & Trust is committed to managing our business and community relationships in ways that positively impact our associates, clients, and the diverse communities where we work and live. We are proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to age, race, color, religion, sex, national origin, sexual orientation, gender identity or protected veteran status and will not be discriminated against on the basis of disability. All employment offers are contingent upon the applicant successfully completing both drug and background check screenings. If you would like more information about your EEO rights as an applicant under the law, please download the Equal Employment Opportunity is the Law poster HERE .
Role:- You will be responsible for building and testing the models that literally drive their vehicles. Operating on the noisy data of a real-world environment, the problems you face will be complex. Requirements:- Working with real-world, physical data Strong programming skills in object-oriented languages (functional programming is a plus), ability to debug and optimize a code Working knowledge of machine learning, data engineering, deep learning frameworks and related testing techniques They are very open to quant analysts who work within finance and who would be interested to transfer to the tech sector. They are ready to pay extremely well and open to candidates with long non competes also. Apply:- Please send a PDF resume to
04/18/2024
Full time
Role:- You will be responsible for building and testing the models that literally drive their vehicles. Operating on the noisy data of a real-world environment, the problems you face will be complex. Requirements:- Working with real-world, physical data Strong programming skills in object-oriented languages (functional programming is a plus), ability to debug and optimize a code Working knowledge of machine learning, data engineering, deep learning frameworks and related testing techniques They are very open to quant analysts who work within finance and who would be interested to transfer to the tech sector. They are ready to pay extremely well and open to candidates with long non competes also. Apply:- Please send a PDF resume to
Enterprise Bank & Trust was founded in the spirit of entrepreneurship and community. From the small mom-and-pop coffee shop to the large construction company that employs local people, our goal is to help businesses succeed and our communities thrive. With offices in Arizona, California, Florida, Kansas, Missouri, New Mexico, Nevada and Texas, we're strong, growing and committed to supporting the communities we serve. We extend this commitment to the community to our associates, offering annual paid volunteer time off and charitable-matching opportunities. Voted a Best Bank to Work For by American Banker for multiple years, we offer our associates an array of benefits and the opportunity to chart their own career path with us. Join us in the pursuit of our mission to guide people to a lifetime of financial success, and enjoy a career filled with professional growth opportunities, interesting colleagues and the satisfaction of supporting our communities. Together, there's no stopping you! Job Title: Senior Credit Analyst Job Description: Summary Senior Credit Analysts serve as a representative of the Bank while providing analytical and administrative support to the commercial, commercial real estate, and consumer lending departments of the bank. In addition, they lead the credit analyst team and work directly with the Chief Credit Officer. Other major responsibilities include mentoring/training other credit analysts, conducting credit investigations, conducting financial analysis, managing loans, and managing early warning systems. Essential Duties and Responsibilities: Analyze financial statements and demonstrate comprehensive knowledge of theories, laws, and policies governing commercial credit, commercial banking, and banking policies. Create comprehensive and concise analyses of the risks and mitigations associated with complex commercial loan requests by reviewing and analyzing the borrower's financial statements, including income statements, cash flow statements, balance sheets, tax returns, personal financial statements, and collateral appraisal reports. Assess the financial condition of collateral guarantors and prepare sensitivity analyses. Conduct market and industry analyses (customers, competitors, suppliers, and new entrants). Contribute to the development of policy and procedures that safeguard the Bank's commercial credit operations. Propose alternative loan structures Oversee the completion of projects including planning, assigning, monitoring, and reviewing progress and accuracy of work, as well as evaluating results. Understand the policies and procedures of the bank/creditor. Work on multiple projects simultaneously, managing time and resources efficiently and within established deadlines. Provide borrowers with financial statement information by utilizing appropriate software programs, review financial analysis reports, and act as a technical resource for credit software. Keep up-to-date on new laws and regulations affecting the organization's credit practices. A recommendation for a change in risk grade should be made. Providing and maintaining credit obligations reports for Bank customers. Provide mentorship to interns and analyst interns. Perform Loan Reviews as requested by the Lead Loan Review Analyst or Credit Administration Manager. Qualifications: Knowledge of banking industry practices relative to commercial banking. Proven superior analytical skills Strong negotiating skills Strong written, verbal and interpersonal skills; ability to maintain confidentiality of information, as appropriate. Understanding of the components of the most complex financial statements and personal/corporate tax returns. Proficiency with Microsoft Office products (Word, Excel, Access, Power Point, etc.) and financial statement spreading software is required. A high level of initiative, thoroughness, accuracy and organizational skills required. Detail oriented with effective judgment and time management. Ability to work well independently. Ability to coach and develop others. Ability to provide feedback/train new credit analysts. Ability to plan and conduct special projects or assignments. Education and/or Education: 5-7 years prior credit analysis experience Bachelor's Degree. Business, finance, accounting major preferred, other majors with a business minor also acceptable; or equivalent experience. Technology: Expert computer skills, inclusive of experience with loan origination software and MS Office applications (specifically MS Word and Excel). Expert understanding of various business intelligence/database tools and applications. Certificates, Licenses and Registrations: Required or preferred certifications Equal Opportunity Statement: Enterprise Bank & Trust is committed to helping individuals with disabilities participate in the workforce and ensuring equal opportunity to apply and compete for jobs. If you need an accommodation in order to apply for a position at Enterprise Bank & Trust please contact Human Resources at . Enterprise Bank & Trust is committed to managing our business and community relationships in ways that positively impact our associates, clients, and the diverse communities where we work and live. We are proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to age, race, color, religion, sex, national origin, sexual orientation, gender identity or protected veteran status and will not be discriminated against on the basis of disability. All employment offers are contingent upon the applicant successfully completing both drug and background check screenings. If you would like more information about your EEO rights as an applicant under the law, please download the Equal Employment Opportunity is the Law poster HERE .
04/18/2024
Full time
Enterprise Bank & Trust was founded in the spirit of entrepreneurship and community. From the small mom-and-pop coffee shop to the large construction company that employs local people, our goal is to help businesses succeed and our communities thrive. With offices in Arizona, California, Florida, Kansas, Missouri, New Mexico, Nevada and Texas, we're strong, growing and committed to supporting the communities we serve. We extend this commitment to the community to our associates, offering annual paid volunteer time off and charitable-matching opportunities. Voted a Best Bank to Work For by American Banker for multiple years, we offer our associates an array of benefits and the opportunity to chart their own career path with us. Join us in the pursuit of our mission to guide people to a lifetime of financial success, and enjoy a career filled with professional growth opportunities, interesting colleagues and the satisfaction of supporting our communities. Together, there's no stopping you! Job Title: Senior Credit Analyst Job Description: Summary Senior Credit Analysts serve as a representative of the Bank while providing analytical and administrative support to the commercial, commercial real estate, and consumer lending departments of the bank. In addition, they lead the credit analyst team and work directly with the Chief Credit Officer. Other major responsibilities include mentoring/training other credit analysts, conducting credit investigations, conducting financial analysis, managing loans, and managing early warning systems. Essential Duties and Responsibilities: Analyze financial statements and demonstrate comprehensive knowledge of theories, laws, and policies governing commercial credit, commercial banking, and banking policies. Create comprehensive and concise analyses of the risks and mitigations associated with complex commercial loan requests by reviewing and analyzing the borrower's financial statements, including income statements, cash flow statements, balance sheets, tax returns, personal financial statements, and collateral appraisal reports. Assess the financial condition of collateral guarantors and prepare sensitivity analyses. Conduct market and industry analyses (customers, competitors, suppliers, and new entrants). Contribute to the development of policy and procedures that safeguard the Bank's commercial credit operations. Propose alternative loan structures Oversee the completion of projects including planning, assigning, monitoring, and reviewing progress and accuracy of work, as well as evaluating results. Understand the policies and procedures of the bank/creditor. Work on multiple projects simultaneously, managing time and resources efficiently and within established deadlines. Provide borrowers with financial statement information by utilizing appropriate software programs, review financial analysis reports, and act as a technical resource for credit software. Keep up-to-date on new laws and regulations affecting the organization's credit practices. A recommendation for a change in risk grade should be made. Providing and maintaining credit obligations reports for Bank customers. Provide mentorship to interns and analyst interns. Perform Loan Reviews as requested by the Lead Loan Review Analyst or Credit Administration Manager. Qualifications: Knowledge of banking industry practices relative to commercial banking. Proven superior analytical skills Strong negotiating skills Strong written, verbal and interpersonal skills; ability to maintain confidentiality of information, as appropriate. Understanding of the components of the most complex financial statements and personal/corporate tax returns. Proficiency with Microsoft Office products (Word, Excel, Access, Power Point, etc.) and financial statement spreading software is required. A high level of initiative, thoroughness, accuracy and organizational skills required. Detail oriented with effective judgment and time management. Ability to work well independently. Ability to coach and develop others. Ability to provide feedback/train new credit analysts. Ability to plan and conduct special projects or assignments. Education and/or Education: 5-7 years prior credit analysis experience Bachelor's Degree. Business, finance, accounting major preferred, other majors with a business minor also acceptable; or equivalent experience. Technology: Expert computer skills, inclusive of experience with loan origination software and MS Office applications (specifically MS Word and Excel). Expert understanding of various business intelligence/database tools and applications. Certificates, Licenses and Registrations: Required or preferred certifications Equal Opportunity Statement: Enterprise Bank & Trust is committed to helping individuals with disabilities participate in the workforce and ensuring equal opportunity to apply and compete for jobs. If you need an accommodation in order to apply for a position at Enterprise Bank & Trust please contact Human Resources at . Enterprise Bank & Trust is committed to managing our business and community relationships in ways that positively impact our associates, clients, and the diverse communities where we work and live. We are proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to age, race, color, religion, sex, national origin, sexual orientation, gender identity or protected veteran status and will not be discriminated against on the basis of disability. All employment offers are contingent upon the applicant successfully completing both drug and background check screenings. If you would like more information about your EEO rights as an applicant under the law, please download the Equal Employment Opportunity is the Law poster HERE .
Enterprise Bank & Trust was founded in the spirit of entrepreneurship and community. From the small mom-and-pop coffee shop to the large construction company that employs local people, our goal is to help businesses succeed and our communities thrive. With offices in Arizona, California, Florida, Kansas, Missouri, New Mexico, Nevada and Texas, we're strong, growing and committed to supporting the communities we serve. We extend this commitment to the community to our associates, offering annual paid volunteer time off and charitable-matching opportunities. Voted a Best Bank to Work For by American Banker for multiple years, we offer our associates an array of benefits and the opportunity to chart their own career path with us. Join us in the pursuit of our mission to guide people to a lifetime of financial success, and enjoy a career filled with professional growth opportunities, interesting colleagues and the satisfaction of supporting our communities. Together, there's no stopping you! Job Title: Senior Credit Analyst Job Description: Summary Senior Credit Analysts serve as a representative of the Bank while providing analytical and administrative support to the commercial, commercial real estate, and consumer lending departments of the bank. In addition, they lead the credit analyst team and work directly with the Chief Credit Officer. Other major responsibilities include mentoring/training other credit analysts, conducting credit investigations, conducting financial analysis, managing loans, and managing early warning systems. Essential Duties and Responsibilities: Analyze financial statements and demonstrate comprehensive knowledge of theories, laws, and policies governing commercial credit, commercial banking, and banking policies. Create comprehensive and concise analyses of the risks and mitigations associated with complex commercial loan requests by reviewing and analyzing the borrower's financial statements, including income statements, cash flow statements, balance sheets, tax returns, personal financial statements, and collateral appraisal reports. Assess the financial condition of collateral guarantors and prepare sensitivity analyses. Conduct market and industry analyses (customers, competitors, suppliers, and new entrants). Contribute to the development of policy and procedures that safeguard the Bank's commercial credit operations. Propose alternative loan structures Oversee the completion of projects including planning, assigning, monitoring, and reviewing progress and accuracy of work, as well as evaluating results. Understand the policies and procedures of the bank/creditor. Work on multiple projects simultaneously, managing time and resources efficiently and within established deadlines. Provide borrowers with financial statement information by utilizing appropriate software programs, review financial analysis reports, and act as a technical resource for credit software. Keep up-to-date on new laws and regulations affecting the organization's credit practices. A recommendation for a change in risk grade should be made. Providing and maintaining credit obligations reports for Bank customers. Provide mentorship to interns and analyst interns. Perform Loan Reviews as requested by the Lead Loan Review Analyst or Credit Administration Manager. Qualifications: Knowledge of banking industry practices relative to commercial banking. Proven superior analytical skills Strong negotiating skills Strong written, verbal and interpersonal skills; ability to maintain confidentiality of information, as appropriate. Understanding of the components of the most complex financial statements and personal/corporate tax returns. Proficiency with Microsoft Office products (Word, Excel, Access, Power Point, etc.) and financial statement spreading software is required. A high level of initiative, thoroughness, accuracy and organizational skills required. Detail oriented with effective judgment and time management. Ability to work well independently. Ability to coach and develop others. Ability to provide feedback/train new credit analysts. Ability to plan and conduct special projects or assignments. Education and/or Education: 5-7 years prior credit analysis experience Bachelor's Degree. Business, finance, accounting major preferred, other majors with a business minor also acceptable; or equivalent experience. Technology: Expert computer skills, inclusive of experience with loan origination software and MS Office applications (specifically MS Word and Excel). Expert understanding of various business intelligence/database tools and applications. Certificates, Licenses and Registrations: Required or preferred certifications Equal Opportunity Statement: Enterprise Bank & Trust is committed to helping individuals with disabilities participate in the workforce and ensuring equal opportunity to apply and compete for jobs. If you need an accommodation in order to apply for a position at Enterprise Bank & Trust please contact Human Resources at . Enterprise Bank & Trust is committed to managing our business and community relationships in ways that positively impact our associates, clients, and the diverse communities where we work and live. We are proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to age, race, color, religion, sex, national origin, sexual orientation, gender identity or protected veteran status and will not be discriminated against on the basis of disability. All employment offers are contingent upon the applicant successfully completing both drug and background check screenings. If you would like more information about your EEO rights as an applicant under the law, please download the Equal Employment Opportunity is the Law poster HERE .
04/18/2024
Full time
Enterprise Bank & Trust was founded in the spirit of entrepreneurship and community. From the small mom-and-pop coffee shop to the large construction company that employs local people, our goal is to help businesses succeed and our communities thrive. With offices in Arizona, California, Florida, Kansas, Missouri, New Mexico, Nevada and Texas, we're strong, growing and committed to supporting the communities we serve. We extend this commitment to the community to our associates, offering annual paid volunteer time off and charitable-matching opportunities. Voted a Best Bank to Work For by American Banker for multiple years, we offer our associates an array of benefits and the opportunity to chart their own career path with us. Join us in the pursuit of our mission to guide people to a lifetime of financial success, and enjoy a career filled with professional growth opportunities, interesting colleagues and the satisfaction of supporting our communities. Together, there's no stopping you! Job Title: Senior Credit Analyst Job Description: Summary Senior Credit Analysts serve as a representative of the Bank while providing analytical and administrative support to the commercial, commercial real estate, and consumer lending departments of the bank. In addition, they lead the credit analyst team and work directly with the Chief Credit Officer. Other major responsibilities include mentoring/training other credit analysts, conducting credit investigations, conducting financial analysis, managing loans, and managing early warning systems. Essential Duties and Responsibilities: Analyze financial statements and demonstrate comprehensive knowledge of theories, laws, and policies governing commercial credit, commercial banking, and banking policies. Create comprehensive and concise analyses of the risks and mitigations associated with complex commercial loan requests by reviewing and analyzing the borrower's financial statements, including income statements, cash flow statements, balance sheets, tax returns, personal financial statements, and collateral appraisal reports. Assess the financial condition of collateral guarantors and prepare sensitivity analyses. Conduct market and industry analyses (customers, competitors, suppliers, and new entrants). Contribute to the development of policy and procedures that safeguard the Bank's commercial credit operations. Propose alternative loan structures Oversee the completion of projects including planning, assigning, monitoring, and reviewing progress and accuracy of work, as well as evaluating results. Understand the policies and procedures of the bank/creditor. Work on multiple projects simultaneously, managing time and resources efficiently and within established deadlines. Provide borrowers with financial statement information by utilizing appropriate software programs, review financial analysis reports, and act as a technical resource for credit software. Keep up-to-date on new laws and regulations affecting the organization's credit practices. A recommendation for a change in risk grade should be made. Providing and maintaining credit obligations reports for Bank customers. Provide mentorship to interns and analyst interns. Perform Loan Reviews as requested by the Lead Loan Review Analyst or Credit Administration Manager. Qualifications: Knowledge of banking industry practices relative to commercial banking. Proven superior analytical skills Strong negotiating skills Strong written, verbal and interpersonal skills; ability to maintain confidentiality of information, as appropriate. Understanding of the components of the most complex financial statements and personal/corporate tax returns. Proficiency with Microsoft Office products (Word, Excel, Access, Power Point, etc.) and financial statement spreading software is required. A high level of initiative, thoroughness, accuracy and organizational skills required. Detail oriented with effective judgment and time management. Ability to work well independently. Ability to coach and develop others. Ability to provide feedback/train new credit analysts. Ability to plan and conduct special projects or assignments. Education and/or Education: 5-7 years prior credit analysis experience Bachelor's Degree. Business, finance, accounting major preferred, other majors with a business minor also acceptable; or equivalent experience. Technology: Expert computer skills, inclusive of experience with loan origination software and MS Office applications (specifically MS Word and Excel). Expert understanding of various business intelligence/database tools and applications. Certificates, Licenses and Registrations: Required or preferred certifications Equal Opportunity Statement: Enterprise Bank & Trust is committed to helping individuals with disabilities participate in the workforce and ensuring equal opportunity to apply and compete for jobs. If you need an accommodation in order to apply for a position at Enterprise Bank & Trust please contact Human Resources at . Enterprise Bank & Trust is committed to managing our business and community relationships in ways that positively impact our associates, clients, and the diverse communities where we work and live. We are proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to age, race, color, religion, sex, national origin, sexual orientation, gender identity or protected veteran status and will not be discriminated against on the basis of disability. All employment offers are contingent upon the applicant successfully completing both drug and background check screenings. If you would like more information about your EEO rights as an applicant under the law, please download the Equal Employment Opportunity is the Law poster HERE .