Job Description: The Role Are you a hardworking and proactive analyst who thrives in a collaborative fast paced environment? If so, come continue to build your career with Fidelity Investments! We are looking for a Senior Performance and Attribution Consultant who will support multiple types of investment performance reporting and analytics for a broad range of Fidelity portfolios, with an emphasis on digital assets. You will be responsible for fielding inquiries from the investment staff and senior leaders about performance and attribution results. You will work with index, accounting, and advisor analytics data for performance and attribution data needs. You will ensure that internal calculations accurately reflect the security and portfolio level performance of Fidelity Portfolios across all product types. You will be responsible for accurately executing the performance attribution data quality processes and procedures daily, in addition to driving enhancements. You will ensure performance and attribution reporting results across product types are delivered to the investment staff, investment product managers, and senior leaders. You will collaborate with various teams to lead initiatives and define business requirements. The Expertise and Skills You Bring Bachelor's degree in economics or finance a plus; 7+ years of professional work experience 5+ years of experience in fund accounting or performance related environment preferred Knowledge of performance, attribution, and multi-asset class investment strategies Familiar with blockchain technology, various cryptocurrencies and digital asset types, and market regulations and dynamics Passion and curiosity for digital asset technologies and performance Exposure to performance metrics and methodologies in the cryptocurrency industry Experience in defining business requirements to support technical specifications Ability to communicate effectively with both technical and non-technical teams Implement performance improvement initiatives based on data-driven analysis and market trends Lead cross-functional teams and influence without authority Attention to detail and ability to excel in a fast-paced environment Strong Microsoft office skills required (Excel, Word, PowerPoint) Comfortable navigating ambiguity and ability to adapt/reprioritize tasks as necessary Ability to problem solve complex data issues and effectively communicate to clients and other stakeholders Managing relationships with the department's client groups and business partners Delivering accurate and timely reporting on investment performance and attribution to all of Fidelity's advisors Compiling, analyzing, and validating performance and attribution results that are distributed across the organization and externally Analyzing and interpreting portfolio performance and identifying the factors impacting performance such as industry, market cap, security selection, or other market factors Responding to adhoc inquiries from portfolio managers, senior leaders and other clients/business partners Note: Fidelity is not providing immigration sponsorship for this position. The Team The Performance, Attribution and Product Disclosure team responds to investment staff inquiries and supports their information needs with respect to portfolio performance and attribution. The group is responsible for daily monitoring of portfolio, index and third-party data, and validation of performance and attribution results ensuring data quality for internal users and downstream deliverables. The team produces daily, periodic (monthly/quarterly), and adhoc reports that decompose portfolio returns on an absolute and relative basis. These results are used in marketing material, public reporting, and portfolio management. The team provides adhoc performance and attribution analysis to the investment staff and senior leaders. Company Overview Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients' money. Join Us At Fidelity, you'll find endless opportunities to build a meaningful career that positively impacts peoples' lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees' Choice Award , we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don't need a finance background to succeed at Fidelity-we offer a range of opportunities for learning so you can build the career you've always imagined. Fidelity's hybrid working model blends the best of both onsite and offsite work experiences. Having the majority of our associates work onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most roles listed as Hybrid will require associates to work onsite all business days of every other week in a Fidelity office. This does not apply to roles listed as Remote or Onsite. At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, detailed in this document , and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine. We invite you to Find Your Fidelity at . Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to . Certifications: Category: Investment Operations Fidelity's hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office. We welcome those with experience in jobs such as Payroll Specialist, Accounts Receivable Clerk, and Residential Real Estate Agent and others in the Accounting and Finance to apply.
03/25/2025
Full time
Job Description: The Role Are you a hardworking and proactive analyst who thrives in a collaborative fast paced environment? If so, come continue to build your career with Fidelity Investments! We are looking for a Senior Performance and Attribution Consultant who will support multiple types of investment performance reporting and analytics for a broad range of Fidelity portfolios, with an emphasis on digital assets. You will be responsible for fielding inquiries from the investment staff and senior leaders about performance and attribution results. You will work with index, accounting, and advisor analytics data for performance and attribution data needs. You will ensure that internal calculations accurately reflect the security and portfolio level performance of Fidelity Portfolios across all product types. You will be responsible for accurately executing the performance attribution data quality processes and procedures daily, in addition to driving enhancements. You will ensure performance and attribution reporting results across product types are delivered to the investment staff, investment product managers, and senior leaders. You will collaborate with various teams to lead initiatives and define business requirements. The Expertise and Skills You Bring Bachelor's degree in economics or finance a plus; 7+ years of professional work experience 5+ years of experience in fund accounting or performance related environment preferred Knowledge of performance, attribution, and multi-asset class investment strategies Familiar with blockchain technology, various cryptocurrencies and digital asset types, and market regulations and dynamics Passion and curiosity for digital asset technologies and performance Exposure to performance metrics and methodologies in the cryptocurrency industry Experience in defining business requirements to support technical specifications Ability to communicate effectively with both technical and non-technical teams Implement performance improvement initiatives based on data-driven analysis and market trends Lead cross-functional teams and influence without authority Attention to detail and ability to excel in a fast-paced environment Strong Microsoft office skills required (Excel, Word, PowerPoint) Comfortable navigating ambiguity and ability to adapt/reprioritize tasks as necessary Ability to problem solve complex data issues and effectively communicate to clients and other stakeholders Managing relationships with the department's client groups and business partners Delivering accurate and timely reporting on investment performance and attribution to all of Fidelity's advisors Compiling, analyzing, and validating performance and attribution results that are distributed across the organization and externally Analyzing and interpreting portfolio performance and identifying the factors impacting performance such as industry, market cap, security selection, or other market factors Responding to adhoc inquiries from portfolio managers, senior leaders and other clients/business partners Note: Fidelity is not providing immigration sponsorship for this position. The Team The Performance, Attribution and Product Disclosure team responds to investment staff inquiries and supports their information needs with respect to portfolio performance and attribution. The group is responsible for daily monitoring of portfolio, index and third-party data, and validation of performance and attribution results ensuring data quality for internal users and downstream deliverables. The team produces daily, periodic (monthly/quarterly), and adhoc reports that decompose portfolio returns on an absolute and relative basis. These results are used in marketing material, public reporting, and portfolio management. The team provides adhoc performance and attribution analysis to the investment staff and senior leaders. Company Overview Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients' money. Join Us At Fidelity, you'll find endless opportunities to build a meaningful career that positively impacts peoples' lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees' Choice Award , we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don't need a finance background to succeed at Fidelity-we offer a range of opportunities for learning so you can build the career you've always imagined. Fidelity's hybrid working model blends the best of both onsite and offsite work experiences. Having the majority of our associates work onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most roles listed as Hybrid will require associates to work onsite all business days of every other week in a Fidelity office. This does not apply to roles listed as Remote or Onsite. At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, detailed in this document , and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine. We invite you to Find Your Fidelity at . Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to . Certifications: Category: Investment Operations Fidelity's hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office. We welcome those with experience in jobs such as Payroll Specialist, Accounts Receivable Clerk, and Residential Real Estate Agent and others in the Accounting and Finance to apply.
Entry level business professional needed for a rapidly growing, Real Estate Asset Management company! This Jobot Job is hosted by: Danielle McIntire Are you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume. Salary: $20 - $25 per hour A bit about us: We are a rapidly growing company in Syracuse, NY. We are among the top in our industry and are extremely passionate about what we do. We are seeking 2 Entry-Level, business professionals (degree + This role is a great opportunity for someone to get into our industry and grow in their career! Our ideal candidate will have a year of experience working in a collaborative, high-paced environment and is familiar with MS Excel. Why join us? Company PAID benefits HOURLY: $20-25/hour ($45k-55k) 10% BONUS opportunity + merit bonuses Great company culture Growth Opportunities Hybrid Remote after training (1 day a week from home) Job Details Summary The duties of the Lease Administration department involve abstracting lease documents, tracking critical dates, analyzing tenant conditions, coordinating the monthly rental charge process, reconciliation audits and other projects/analysis as needed. This is an entry level position requiring daily presence in a corporate office environment located in Syracuse, NY. Essential Duties and Responsibilities Abstract, interpret and maintain retail lease documents Ensure all lease-related transactions (monthly rent, insurance, CAM, taxes) are reviewed and properly recorded and balanced Prepare rent variance analysis for monthly reporting and annual budgeting Analyze leases and tenant economic scenarios, gather thoughtful conclusions and present recommendations to senior management Perform monthly tenant billings, rent roll changes and rent projections Apply basic ledger functions such as payments and charges Track critical dates as they pertain to lease-related clauses and landlord deadlines Resolve landlord/tenant issues that relate to lease language and rent charges Analyze account ledgers and initiate contact with tenants to collect arrears and/or reconcile outstanding balances Prepare financial reforecasts, budgets and annual reconciliations Adhere to strict deadlines and prioritize multiple tasks Ability to understand and interpret complex lease language and data Assist in special projects as assigned Perform other duties as required Provide superior client service Positively and proactively collaborate with colleagues in any way needed to further the leasing and marketing of properties to achieve, sell and provide world-class service to all our constituents Maintain Client confidence and protect operations by keeping proprietary information confidential Qualifications AS/BS in Accounting, Finance or Business related field or 1-2 years of experience in business environment Proficient computer skills, MS Excel experience preferred Strong analytical skills with an interest in expanding financial analysis skills Interested in hearing more? Easy Apply now by clicking the "Apply" button.
03/24/2025
Full time
Entry level business professional needed for a rapidly growing, Real Estate Asset Management company! This Jobot Job is hosted by: Danielle McIntire Are you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume. Salary: $20 - $25 per hour A bit about us: We are a rapidly growing company in Syracuse, NY. We are among the top in our industry and are extremely passionate about what we do. We are seeking 2 Entry-Level, business professionals (degree + This role is a great opportunity for someone to get into our industry and grow in their career! Our ideal candidate will have a year of experience working in a collaborative, high-paced environment and is familiar with MS Excel. Why join us? Company PAID benefits HOURLY: $20-25/hour ($45k-55k) 10% BONUS opportunity + merit bonuses Great company culture Growth Opportunities Hybrid Remote after training (1 day a week from home) Job Details Summary The duties of the Lease Administration department involve abstracting lease documents, tracking critical dates, analyzing tenant conditions, coordinating the monthly rental charge process, reconciliation audits and other projects/analysis as needed. This is an entry level position requiring daily presence in a corporate office environment located in Syracuse, NY. Essential Duties and Responsibilities Abstract, interpret and maintain retail lease documents Ensure all lease-related transactions (monthly rent, insurance, CAM, taxes) are reviewed and properly recorded and balanced Prepare rent variance analysis for monthly reporting and annual budgeting Analyze leases and tenant economic scenarios, gather thoughtful conclusions and present recommendations to senior management Perform monthly tenant billings, rent roll changes and rent projections Apply basic ledger functions such as payments and charges Track critical dates as they pertain to lease-related clauses and landlord deadlines Resolve landlord/tenant issues that relate to lease language and rent charges Analyze account ledgers and initiate contact with tenants to collect arrears and/or reconcile outstanding balances Prepare financial reforecasts, budgets and annual reconciliations Adhere to strict deadlines and prioritize multiple tasks Ability to understand and interpret complex lease language and data Assist in special projects as assigned Perform other duties as required Provide superior client service Positively and proactively collaborate with colleagues in any way needed to further the leasing and marketing of properties to achieve, sell and provide world-class service to all our constituents Maintain Client confidence and protect operations by keeping proprietary information confidential Qualifications AS/BS in Accounting, Finance or Business related field or 1-2 years of experience in business environment Proficient computer skills, MS Excel experience preferred Strong analytical skills with an interest in expanding financial analysis skills Interested in hearing more? Easy Apply now by clicking the "Apply" button.
Join Us! This Jobot Job is hosted by: Julia Toms Are you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume. Salary: $80,000 - $100,000 per year A bit about us: Under the supervision of SVP, Investment Management, the Senior Lease Analyst is responsible for the comprehensive review and analysis of all new and amended commercial lease documents and for maintaining the commercial lease records within Yardi. This position will be an integral player on the property operations team as it serves as the central resource for all lease administration, data management and data analytics. Why join us? Full Benefits Generous PTO Flex Schedule Salary + Bonus Job Details Senior Lease Analyst (Yardi Experience) Preferably Hybrid/On-site Tampa, FL - 2 days remote STRONG YARDI EXPERIENCE REQUIRED TO APPLY! Maintain commercial lease data within Yardi database and ensure data accuracy and integrity by performing quality control review of work completed, as well as through, periodic audits Perform and deliver multi-tiered Yardi database reviews to ensure data integrity and accuracy of output for all lease data entry (including routine portfolio updates, landlord/ownership/payee changes, amendments, modifications, renewals, notices and miscellaneous lease documents) Abstract and audit newly executed lease documents including adding new property records as well as updating and maintaining all existing lease information within Yardi and prepare appropriate reports Perform and manage rent calculations & CPI escalations Provide analysis and interpretation of lease information and assist with budgeting and forecasting activities. Review and prepare reconciliation of monthly and annual CAM reconciliations Research and track all exceptions through to resolution to collect missing information. Track, monitor, report and update all key lease dates in accordance with established alert date interval protocols, including lease commencement, rent commencement, lease expirations, termination/kick-out rights and renewal options in addition to contraction and expansion options. Generate routine critical date reports and maintain system distribution list for automated email alerts. Enter/post charge-backs and other non-recurring charges in addition to recurring, monthly commercial billing Establish and document standard procedures based on industry best-practices and on an as needed basis, train personnel on Yardi (strong command of Yardi functionality required) Collaborate cross-functionally to gather necessary information for multi-department projects Propose initiatives for report automation, enhancements and improved data visualization Perform ad-hoc analyses, special projects, and prepare reporting, as assigned Qualifications and Education Requirements Bachelor's Degree in Accounting, Finance, Real Estate or Business preferred 5 years of property operations and/or real estate accounting experience required Experience with accrual and real estate property accounting is desired. Other Required Skills Candidate must be a highly proficient user of Yardi Commercial Suite software (Voyager Commercial, Lease Manager, Forecast Manager) Candidate must possess Intermediate Microsoft Excel and Word skills. Candidate must have exceptional analytical, interpersonal and organizational skills. Candidate must be able to effectively prioritize, multi-task, and meet deadlines. Candidate must be a team player and have the ability to work across departments. Interested in hearing more? Easy Apply now by clicking the "Apply" button.
03/14/2025
Full time
Join Us! This Jobot Job is hosted by: Julia Toms Are you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume. Salary: $80,000 - $100,000 per year A bit about us: Under the supervision of SVP, Investment Management, the Senior Lease Analyst is responsible for the comprehensive review and analysis of all new and amended commercial lease documents and for maintaining the commercial lease records within Yardi. This position will be an integral player on the property operations team as it serves as the central resource for all lease administration, data management and data analytics. Why join us? Full Benefits Generous PTO Flex Schedule Salary + Bonus Job Details Senior Lease Analyst (Yardi Experience) Preferably Hybrid/On-site Tampa, FL - 2 days remote STRONG YARDI EXPERIENCE REQUIRED TO APPLY! Maintain commercial lease data within Yardi database and ensure data accuracy and integrity by performing quality control review of work completed, as well as through, periodic audits Perform and deliver multi-tiered Yardi database reviews to ensure data integrity and accuracy of output for all lease data entry (including routine portfolio updates, landlord/ownership/payee changes, amendments, modifications, renewals, notices and miscellaneous lease documents) Abstract and audit newly executed lease documents including adding new property records as well as updating and maintaining all existing lease information within Yardi and prepare appropriate reports Perform and manage rent calculations & CPI escalations Provide analysis and interpretation of lease information and assist with budgeting and forecasting activities. Review and prepare reconciliation of monthly and annual CAM reconciliations Research and track all exceptions through to resolution to collect missing information. Track, monitor, report and update all key lease dates in accordance with established alert date interval protocols, including lease commencement, rent commencement, lease expirations, termination/kick-out rights and renewal options in addition to contraction and expansion options. Generate routine critical date reports and maintain system distribution list for automated email alerts. Enter/post charge-backs and other non-recurring charges in addition to recurring, monthly commercial billing Establish and document standard procedures based on industry best-practices and on an as needed basis, train personnel on Yardi (strong command of Yardi functionality required) Collaborate cross-functionally to gather necessary information for multi-department projects Propose initiatives for report automation, enhancements and improved data visualization Perform ad-hoc analyses, special projects, and prepare reporting, as assigned Qualifications and Education Requirements Bachelor's Degree in Accounting, Finance, Real Estate or Business preferred 5 years of property operations and/or real estate accounting experience required Experience with accrual and real estate property accounting is desired. Other Required Skills Candidate must be a highly proficient user of Yardi Commercial Suite software (Voyager Commercial, Lease Manager, Forecast Manager) Candidate must possess Intermediate Microsoft Excel and Word skills. Candidate must have exceptional analytical, interpersonal and organizational skills. Candidate must be able to effectively prioritize, multi-task, and meet deadlines. Candidate must be a team player and have the ability to work across departments. Interested in hearing more? Easy Apply now by clicking the "Apply" button.
Seeking Senior Lease Analyst responsible for the comprehensive review and analysis of all new and amended commercial lease documents and for maintaining the commercial lease records within Yardi This Jobot Job is hosted by: Julia Toms Are you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume. Salary: $80,000 - $100,000 per year A bit about us: Under the supervision of SVP, Investment Management, the Senior Lease Analyst is responsible for the comprehensive review and analysis of all new and amended commercial lease documents and for maintaining the commercial lease records within Yardi. This position will be an integral player on the property operations team as it serves as the central resource for all lease administration, data management and data analytics. Why join us? Full Benefits Generous PTO Flex Schedule Salary + Bonus Job Details Senior Lease Analyst (Yardi Experience) Preferably Hybrid/On-site Tampa, FL - 2 days remote Maintain commercial lease data within Yardi database and ensure data accuracy and integrity by performing quality control review of work completed, as well as through, periodic audits Perform and deliver multi-tiered Yardi database reviews to ensure data integrity and accuracy of output for all lease data entry (including routine portfolio updates, landlord/ownership/payee changes, amendments, modifications, renewals, notices and miscellaneous lease documents) Abstract and audit newly executed lease documents including adding new property records as well as updating and maintaining all existing lease information within Yardi and prepare appropriate reports Perform and manage rent calculations & CPI escalations Provide analysis and interpretation of lease information and assist with budgeting and forecasting activities. Review and prepare reconciliation of monthly and annual CAM reconciliations Research and track all exceptions through to resolution to collect missing information. Track, monitor, report and update all key lease dates in accordance with established alert date interval protocols, including lease commencement, rent commencement, lease expirations, termination/kick-out rights and renewal options in addition to contraction and expansion options. Generate routine critical date reports and maintain system distribution list for automated email alerts. Enter/post charge-backs and other non-recurring charges in addition to recurring, monthly commercial billing Establish and document standard procedures based on industry best-practices and on an as needed basis, train personnel on Yardi (strong command of Yardi functionality required) Collaborate cross-functionally to gather necessary information for multi-department projects Propose initiatives for report automation, enhancements and improved data visualization Perform ad-hoc analyses, special projects, and prepare reporting, as assigned Qualifications and Education Requirements Bachelor's Degree in Accounting, Finance, Real Estate or Business preferred 5 years of property operations and/or real estate accounting experience required Experience with accrual and real estate property accounting is desired. Other Required Skills Candidate must be a highly proficient user of Yardi Commercial Suite software (Voyager Commercial, Lease Manager, Forecast Manager) Candidate must possess Intermediate Microsoft Excel and Word skills. Candidate must have exceptional analytical, interpersonal and organizational skills. Candidate must be able to effectively prioritize, multi-task, and meet deadlines. Candidate must be a team player and have the ability to work across departments. Interested in hearing more? Easy Apply now by clicking the "Apply" button.
03/14/2025
Full time
Seeking Senior Lease Analyst responsible for the comprehensive review and analysis of all new and amended commercial lease documents and for maintaining the commercial lease records within Yardi This Jobot Job is hosted by: Julia Toms Are you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume. Salary: $80,000 - $100,000 per year A bit about us: Under the supervision of SVP, Investment Management, the Senior Lease Analyst is responsible for the comprehensive review and analysis of all new and amended commercial lease documents and for maintaining the commercial lease records within Yardi. This position will be an integral player on the property operations team as it serves as the central resource for all lease administration, data management and data analytics. Why join us? Full Benefits Generous PTO Flex Schedule Salary + Bonus Job Details Senior Lease Analyst (Yardi Experience) Preferably Hybrid/On-site Tampa, FL - 2 days remote Maintain commercial lease data within Yardi database and ensure data accuracy and integrity by performing quality control review of work completed, as well as through, periodic audits Perform and deliver multi-tiered Yardi database reviews to ensure data integrity and accuracy of output for all lease data entry (including routine portfolio updates, landlord/ownership/payee changes, amendments, modifications, renewals, notices and miscellaneous lease documents) Abstract and audit newly executed lease documents including adding new property records as well as updating and maintaining all existing lease information within Yardi and prepare appropriate reports Perform and manage rent calculations & CPI escalations Provide analysis and interpretation of lease information and assist with budgeting and forecasting activities. Review and prepare reconciliation of monthly and annual CAM reconciliations Research and track all exceptions through to resolution to collect missing information. Track, monitor, report and update all key lease dates in accordance with established alert date interval protocols, including lease commencement, rent commencement, lease expirations, termination/kick-out rights and renewal options in addition to contraction and expansion options. Generate routine critical date reports and maintain system distribution list for automated email alerts. Enter/post charge-backs and other non-recurring charges in addition to recurring, monthly commercial billing Establish and document standard procedures based on industry best-practices and on an as needed basis, train personnel on Yardi (strong command of Yardi functionality required) Collaborate cross-functionally to gather necessary information for multi-department projects Propose initiatives for report automation, enhancements and improved data visualization Perform ad-hoc analyses, special projects, and prepare reporting, as assigned Qualifications and Education Requirements Bachelor's Degree in Accounting, Finance, Real Estate or Business preferred 5 years of property operations and/or real estate accounting experience required Experience with accrual and real estate property accounting is desired. Other Required Skills Candidate must be a highly proficient user of Yardi Commercial Suite software (Voyager Commercial, Lease Manager, Forecast Manager) Candidate must possess Intermediate Microsoft Excel and Word skills. Candidate must have exceptional analytical, interpersonal and organizational skills. Candidate must be able to effectively prioritize, multi-task, and meet deadlines. Candidate must be a team player and have the ability to work across departments. Interested in hearing more? Easy Apply now by clicking the "Apply" button.
Senior Logistics Analyst job with Large Manufacturer- Starts immediately - Hybrid role! This Jobot Consulting Job is hosted by: James Moon Are you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume. Salary: $35 - $40 per hour A bit about us: We are a large manufacturer located in Downtown San Diego Why join us? Great stable company Hybrid opportunity Full benefits and strong compensation Job Details Job Details: We are looking for a dynamic, detail-oriented Senior Logistics Analyst to join our Accounting + Finance team. The ideal candidate will be a data-driven individual with a knack for analyzing and interpreting complex data sets. You will be responsible for providing strategic insights to enhance our logistics efficiency and cost-effectiveness. This role requires a deep understanding of raw data analysis, Excel, Power BI, and SQL. The position demands at least 5+ years of experience in a similar role. Responsibilities: 1. Analyze and interpret complex logistics data to identify trends, issues, and opportunities for process improvements. 2. Utilize Excel, Power BI, and SQL to manipulate and analyze raw data, draw conclusions, and develop actionable recommendations. 3. Develop and implement logistics analysis and reporting tools to support strategic decision-making. 4. Collaborate with cross-functional teams to ensure the accuracy and completeness of logistics data. 5. Provide consulting support to internal stakeholders on logistics-related matters. 6. Lead the design and implementation of logistics models and simulations. 7. Monitor, analyze, and report on key logistics performance indicators. 8. Conduct regular audits to ensure data integrity and accuracy. 9. Develop and deliver presentations to communicate findings and recommendations to senior management. Qualifications: 1. Bachelor's degree in Accounting, Finance, Business, or a related field. A Master's degree or relevant certification will be an added advantage. 2. Minimum of 5+ years of experience in logistics analysis. 3. Proficient in raw data analysis, Excel, Power BI, and SQL. 4. Strong analytical skills with the ability to analyze complex data sets and convert them into actionable insights. 5. Excellent problem-solving skills with a keen attention to detail. 6. Strong communication skills with the ability to present complex data in a clear and concise manner. 7. Proven experience in designing and implementing logistics models and simulations. 8. Ability to work collaboratively with cross-functional teams. 9. Ability to manage multiple projects simultaneously and meet tight deadlines. 10. Knowledge of logistics operations and industry best practices. 11. Proven track record of improving logistics efficiency and cost-effectiveness through data analysis. Interested in hearing more? Easy Apply now by clicking the "Apply" button. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.
03/12/2025
Full time
Senior Logistics Analyst job with Large Manufacturer- Starts immediately - Hybrid role! This Jobot Consulting Job is hosted by: James Moon Are you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume. Salary: $35 - $40 per hour A bit about us: We are a large manufacturer located in Downtown San Diego Why join us? Great stable company Hybrid opportunity Full benefits and strong compensation Job Details Job Details: We are looking for a dynamic, detail-oriented Senior Logistics Analyst to join our Accounting + Finance team. The ideal candidate will be a data-driven individual with a knack for analyzing and interpreting complex data sets. You will be responsible for providing strategic insights to enhance our logistics efficiency and cost-effectiveness. This role requires a deep understanding of raw data analysis, Excel, Power BI, and SQL. The position demands at least 5+ years of experience in a similar role. Responsibilities: 1. Analyze and interpret complex logistics data to identify trends, issues, and opportunities for process improvements. 2. Utilize Excel, Power BI, and SQL to manipulate and analyze raw data, draw conclusions, and develop actionable recommendations. 3. Develop and implement logistics analysis and reporting tools to support strategic decision-making. 4. Collaborate with cross-functional teams to ensure the accuracy and completeness of logistics data. 5. Provide consulting support to internal stakeholders on logistics-related matters. 6. Lead the design and implementation of logistics models and simulations. 7. Monitor, analyze, and report on key logistics performance indicators. 8. Conduct regular audits to ensure data integrity and accuracy. 9. Develop and deliver presentations to communicate findings and recommendations to senior management. Qualifications: 1. Bachelor's degree in Accounting, Finance, Business, or a related field. A Master's degree or relevant certification will be an added advantage. 2. Minimum of 5+ years of experience in logistics analysis. 3. Proficient in raw data analysis, Excel, Power BI, and SQL. 4. Strong analytical skills with the ability to analyze complex data sets and convert them into actionable insights. 5. Excellent problem-solving skills with a keen attention to detail. 6. Strong communication skills with the ability to present complex data in a clear and concise manner. 7. Proven experience in designing and implementing logistics models and simulations. 8. Ability to work collaboratively with cross-functional teams. 9. Ability to manage multiple projects simultaneously and meet tight deadlines. 10. Knowledge of logistics operations and industry best practices. 11. Proven track record of improving logistics efficiency and cost-effectiveness through data analysis. Interested in hearing more? Easy Apply now by clicking the "Apply" button. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.
Company Description: At Fannie Mae, futures are made. The inspiring work we do makes an affordable home a reality and a difference in the lives of Americans. Every day offers compelling opportunities to impact the future of the housing industry while being part of an inclusive team thriving in an energizing, flexible environment. Here, you will help lead our industry forward and make your career. Job Description: The Controller's division at Fannie Mae is fast paced, with dedicated individuals all working for the betterment of the housing industry and doing their part to support our mission. The team is responsible for all aspects of accounting operations, including the timely and accurate accounting and reporting of Fannie Mae's loans, mortgage-backed securities, and real estate owned properties, as well as funding and risk management instruments. As part of this team, you will engage with highly motivated professionals who seek to continuously learn, grow and add value to the organization every day. These are talented professionals like yourself - accountants, as well as financial and economic modelers and analysts who perform related financial functions such as pricing valuations, credit reserves, and forecasts of home prices. The work is complex, interesting, and will stretch your knowledge of how a robust accounting system handles an immense amount of transactions throughout the life of our investment and funding vehicles. As a valued colleague on our team, you will have the opportunity to support accounting functions in Loan Accounting, Capital Markets and Financial Reporting through Fannie Mae's rotational program which will allow you to further expand and enhance your skills, expertise, and continue your career development. Are you ready to join the leading source of mortgage financing and help shape the future of the industry? THE IMPACT YOU WILL MAKE An Accounting - Associate role in our Controller's Organization will offer you the flexibility to make each day your own, while working alongside people who care so that you can deliver on the following responsibilities: Partner in assessing operational impacts of key business activities that underlie accounting responsibilities. * Develop reports to document assets, liabilities, profit and loss, tax liability, and/or other financial activities and results. * Gather, document, and maintain financial information from relevant finance and accounting sources. * Perform deep analytics and reporting on business and financial information to provide insights to stakeholders, make projections of prospective financial performance and determine appropriate treatment. * Interact, collaborate, and problem solve directly with finance and key business partners, including finance, accounting, and legal teams, as well as internal and external auditors. * Own portions of the monthly financial close process, such as ensuring subledger systems appropriately record transactions into the general ledgerQualifications: THE EXPERIENCE YOU BRING TO THE TEAM Basic Qualifications * Bachelor's degree or equivalent * 1+ years of related experience required * Advanced proficiency in Excel required Preferred Qualifications * Area of study in Accounting, Business, Finance or Economics * Certified as a public accountant (CPA) or functional equivalent * Public accounting, consulting and/or financial services experience* Previous operational accounting experience in a large company setting * Demonstrated ability to work with and challenge business contacts to interpret issues and properly apply finance and accounting principles in operational processes, systems, and reporting * Experience implementing new SEC and/or FASB accounting standards, including GAAP principles* Strong understanding of the monthly close process * Ability to resolve issues and exceptions in a timely and professional manner * Strong analytical and communication skills with the ability to interact and collaborate with employees at all levels, including senior management * Experience with robust reporting tools such as Tableau and Business Objects to visualize and analyze data Additional Information: Job Reference ID: REF9738Q The future is what you make it to be. Discover compelling opportunities at careers. fanniemae.com.Fannie Mae is an Equal Opportunity Employer, which means we are committed to fostering a diverse and inclusive workplace. All qualified applicants will receive consideration for employment without regard to race, religion, national origin, gender, gender identity, sexual orientation, personal appearance, protected veteran status, disability, age, or other legally protected status. For individuals with disabilities who would like to request an accommodation in the application process, email us at .
02/26/2022
Full time
Company Description: At Fannie Mae, futures are made. The inspiring work we do makes an affordable home a reality and a difference in the lives of Americans. Every day offers compelling opportunities to impact the future of the housing industry while being part of an inclusive team thriving in an energizing, flexible environment. Here, you will help lead our industry forward and make your career. Job Description: The Controller's division at Fannie Mae is fast paced, with dedicated individuals all working for the betterment of the housing industry and doing their part to support our mission. The team is responsible for all aspects of accounting operations, including the timely and accurate accounting and reporting of Fannie Mae's loans, mortgage-backed securities, and real estate owned properties, as well as funding and risk management instruments. As part of this team, you will engage with highly motivated professionals who seek to continuously learn, grow and add value to the organization every day. These are talented professionals like yourself - accountants, as well as financial and economic modelers and analysts who perform related financial functions such as pricing valuations, credit reserves, and forecasts of home prices. The work is complex, interesting, and will stretch your knowledge of how a robust accounting system handles an immense amount of transactions throughout the life of our investment and funding vehicles. As a valued colleague on our team, you will have the opportunity to support accounting functions in Loan Accounting, Capital Markets and Financial Reporting through Fannie Mae's rotational program which will allow you to further expand and enhance your skills, expertise, and continue your career development. Are you ready to join the leading source of mortgage financing and help shape the future of the industry? THE IMPACT YOU WILL MAKE An Accounting - Associate role in our Controller's Organization will offer you the flexibility to make each day your own, while working alongside people who care so that you can deliver on the following responsibilities: Partner in assessing operational impacts of key business activities that underlie accounting responsibilities. * Develop reports to document assets, liabilities, profit and loss, tax liability, and/or other financial activities and results. * Gather, document, and maintain financial information from relevant finance and accounting sources. * Perform deep analytics and reporting on business and financial information to provide insights to stakeholders, make projections of prospective financial performance and determine appropriate treatment. * Interact, collaborate, and problem solve directly with finance and key business partners, including finance, accounting, and legal teams, as well as internal and external auditors. * Own portions of the monthly financial close process, such as ensuring subledger systems appropriately record transactions into the general ledgerQualifications: THE EXPERIENCE YOU BRING TO THE TEAM Basic Qualifications * Bachelor's degree or equivalent * 1+ years of related experience required * Advanced proficiency in Excel required Preferred Qualifications * Area of study in Accounting, Business, Finance or Economics * Certified as a public accountant (CPA) or functional equivalent * Public accounting, consulting and/or financial services experience* Previous operational accounting experience in a large company setting * Demonstrated ability to work with and challenge business contacts to interpret issues and properly apply finance and accounting principles in operational processes, systems, and reporting * Experience implementing new SEC and/or FASB accounting standards, including GAAP principles* Strong understanding of the monthly close process * Ability to resolve issues and exceptions in a timely and professional manner * Strong analytical and communication skills with the ability to interact and collaborate with employees at all levels, including senior management * Experience with robust reporting tools such as Tableau and Business Objects to visualize and analyze data Additional Information: Job Reference ID: REF9738Q The future is what you make it to be. Discover compelling opportunities at careers. fanniemae.com.Fannie Mae is an Equal Opportunity Employer, which means we are committed to fostering a diverse and inclusive workplace. All qualified applicants will receive consideration for employment without regard to race, religion, national origin, gender, gender identity, sexual orientation, personal appearance, protected veteran status, disability, age, or other legally protected status. For individuals with disabilities who would like to request an accommodation in the application process, email us at .
Company Description: At Fannie Mae, futures are made. The inspiring work we do makes an affordable home a reality and a difference in the lives of Americans. Every day offers compelling opportunities to impact the future of the housing industry while being part of an inclusive team thriving in an energizing environment. Here, you will help lead our industry forward and make your career. Job Description: The Controller's division at Fannie Mae is fast paced, with dedicated individuals all working for the betterment of the housing industry and doing their part to support our mission. The team is responsible for all aspects of accounting operations, including the timely and accurate accounting and reporting of Fannie Mae's loans, mortgage-backed securities, and single-family real estate owned properties, as well as funding and risk management instruments. As part of this team, you will engage with highly motivated professionals who seek to continuously learn, grow and add value to the organization every day. These are talented professionals like yourself - accountants, as well as financial and economic modelers and analysts who perform related financial functions such as pricing valuations, credit reserves, and forecasts of home prices. The work is complex, interesting, and will stretch your knowledge of how a robust accounting system handles an immense number of transactions throughout the life of a mortgage loan. As a valued colleague on our team, you will have the opportunity to support accounting functions in Loan Accounting, Capital Markets and Multifamily Accounting and Financial Reporting through Fannie Mae's rotational program which will allow you to further expand and enhance your skills, expertise, and continue your career development. Are you ready to join the leading source of mortgage financing and help shape the future of the industry? THE IMPACT YOU WILL MAKEAn Accounting -- Senior Associate role in our Controller's Organization will offer you the flexibility to make each day your own, while working alongside people who care so that you can deliver on the following responsibilities: * Partner in assessing operational impacts of key business activities that underly accounting responsibilities. * Develop reports to document assets, liabilities, profit and loss, tax liability, and/or other financial activities and results. * Gather, document, and maintain financial information from relevant finance and accounting sources. * Perform deep analytics and reporting on business and financial information to provide insights to stakeholders, make projections of prospective financial performance and determine appropriate treatment. * Interact, collaborate, and problem solve directly with finance and key business partners, including finance, accounting, and legal teams, as well as internal and external auditors. * Design and execute accounting and financial operations processes and related controls. Qualifications: THE EXPERIENCE YOU BRING TO THE TEAMMinimum Required Experience* 2 years* Advanced proficiency in Excel required Desired Experience* Bachelor's degree or equivalent * Area of study in Accounting, Business, Finance or Economics * Certified as a public accountant (CPA) or functional equivalent * 4 years of experience in public accounting, consulting and/or financial services preferred* Previous operational accounting experience in a large company setting * Demonstrated ability to work with and challenge business contacts to interpret issues and properly apply finance and accounting principles in operational processes, systems, and reporting * Strong understanding of the monthly close process * Ability to resolve issues and exceptions in a timely and professional manner * Ability to identify opportunities to streamline and automate * Strong analytical and communication skills with the ability to interact and collaborate with employees at all levels, including senior management * Experience with robust reporting tools such as Tableau and Business Objects to visualize and analyze data Additional Information: Requisition ID: REF9741N The future is what you make it to be. Discover compelling opportunities at Fanniemae. com/careers.Fannie Mae is an Equal Opportunity Employer, which means we are committed to fostering a diverse and inclusive workplace. All qualified applicants will receive consideration for employment without regard to race, religion, national origin, gender, gender identity, sexual orientation, personal appearance, protected veteran status, disability, age, or other legally protected status. For individuals with disabilities who would like to request an accommodation in the application process, email us at .
02/26/2022
Full time
Company Description: At Fannie Mae, futures are made. The inspiring work we do makes an affordable home a reality and a difference in the lives of Americans. Every day offers compelling opportunities to impact the future of the housing industry while being part of an inclusive team thriving in an energizing environment. Here, you will help lead our industry forward and make your career. Job Description: The Controller's division at Fannie Mae is fast paced, with dedicated individuals all working for the betterment of the housing industry and doing their part to support our mission. The team is responsible for all aspects of accounting operations, including the timely and accurate accounting and reporting of Fannie Mae's loans, mortgage-backed securities, and single-family real estate owned properties, as well as funding and risk management instruments. As part of this team, you will engage with highly motivated professionals who seek to continuously learn, grow and add value to the organization every day. These are talented professionals like yourself - accountants, as well as financial and economic modelers and analysts who perform related financial functions such as pricing valuations, credit reserves, and forecasts of home prices. The work is complex, interesting, and will stretch your knowledge of how a robust accounting system handles an immense number of transactions throughout the life of a mortgage loan. As a valued colleague on our team, you will have the opportunity to support accounting functions in Loan Accounting, Capital Markets and Multifamily Accounting and Financial Reporting through Fannie Mae's rotational program which will allow you to further expand and enhance your skills, expertise, and continue your career development. Are you ready to join the leading source of mortgage financing and help shape the future of the industry? THE IMPACT YOU WILL MAKEAn Accounting -- Senior Associate role in our Controller's Organization will offer you the flexibility to make each day your own, while working alongside people who care so that you can deliver on the following responsibilities: * Partner in assessing operational impacts of key business activities that underly accounting responsibilities. * Develop reports to document assets, liabilities, profit and loss, tax liability, and/or other financial activities and results. * Gather, document, and maintain financial information from relevant finance and accounting sources. * Perform deep analytics and reporting on business and financial information to provide insights to stakeholders, make projections of prospective financial performance and determine appropriate treatment. * Interact, collaborate, and problem solve directly with finance and key business partners, including finance, accounting, and legal teams, as well as internal and external auditors. * Design and execute accounting and financial operations processes and related controls. Qualifications: THE EXPERIENCE YOU BRING TO THE TEAMMinimum Required Experience* 2 years* Advanced proficiency in Excel required Desired Experience* Bachelor's degree or equivalent * Area of study in Accounting, Business, Finance or Economics * Certified as a public accountant (CPA) or functional equivalent * 4 years of experience in public accounting, consulting and/or financial services preferred* Previous operational accounting experience in a large company setting * Demonstrated ability to work with and challenge business contacts to interpret issues and properly apply finance and accounting principles in operational processes, systems, and reporting * Strong understanding of the monthly close process * Ability to resolve issues and exceptions in a timely and professional manner * Ability to identify opportunities to streamline and automate * Strong analytical and communication skills with the ability to interact and collaborate with employees at all levels, including senior management * Experience with robust reporting tools such as Tableau and Business Objects to visualize and analyze data Additional Information: Requisition ID: REF9741N The future is what you make it to be. Discover compelling opportunities at Fanniemae. com/careers.Fannie Mae is an Equal Opportunity Employer, which means we are committed to fostering a diverse and inclusive workplace. All qualified applicants will receive consideration for employment without regard to race, religion, national origin, gender, gender identity, sexual orientation, personal appearance, protected veteran status, disability, age, or other legally protected status. For individuals with disabilities who would like to request an accommodation in the application process, email us at .
High-Growth Global Real Estate Investment firm with an awesome culture is building out their NYC Finance Team seeking an Analyst reporting to Head of Finance along working with Asset Management Team. Their team is more of a start-up environment. This is a newly created role as their business has been growing 100% year-over-year! This role will be in office 3-days a week, 2 at home. Responsibilities: Prepare and analyze asset management monthly and year-end reporting Support and Strategize asset management plans to improve operations including: Annual Business Plans, Forecasts, and Budgets for Property Performance, Board/Management Presentations Handle On-boarding and Ad-hoc requests Prepare and analyze cash-flow analysis, corporate reporting and buy-side and dissolutions models Work with Acquisitions, Portfolio, and Audit teams Requirements/Qualifications: Bachelor's Degree in Accounting or Finance is a must - strong academic GPA 2+years of Experience in Real Estate Asset Management or Finance or Valuations - within in a professional service firm or Real Estate Investment Firm
09/19/2021
Full time
High-Growth Global Real Estate Investment firm with an awesome culture is building out their NYC Finance Team seeking an Analyst reporting to Head of Finance along working with Asset Management Team. Their team is more of a start-up environment. This is a newly created role as their business has been growing 100% year-over-year! This role will be in office 3-days a week, 2 at home. Responsibilities: Prepare and analyze asset management monthly and year-end reporting Support and Strategize asset management plans to improve operations including: Annual Business Plans, Forecasts, and Budgets for Property Performance, Board/Management Presentations Handle On-boarding and Ad-hoc requests Prepare and analyze cash-flow analysis, corporate reporting and buy-side and dissolutions models Work with Acquisitions, Portfolio, and Audit teams Requirements/Qualifications: Bachelor's Degree in Accounting or Finance is a must - strong academic GPA 2+years of Experience in Real Estate Asset Management or Finance or Valuations - within in a professional service firm or Real Estate Investment Firm
Remote Workers Needed!!! The SBA Office of Disaster Assistance (ODA) is the Federal government's primary source of money to help businesses of all sizes, private non-profit organizations, homeowners and renters recover from disasters. ODA makes Federal low-interest disaster loans to cover losses not fully compensated by insurance or other sources. Because of the magnitude of the damage caused the Novel Coronavirus, the Dallas / Fort Worth, Texas Office of Disaster Assistance, located in the CentrePort Business Park near DFW Airport and DART/TRE Station, has an ongoing need for multiple temporary full time professionals in various occupations. All positions are temporary and subject to workload requirements All positions must be available for immediate, full-time work Weekend work required for all positions and mandatory overtime could be substantial Overtime will be paid for hours in excess of 40-hours per week All Positions require competency with Microsoft Office (Excel and Word) Must pass Credit, Fingerprint & Background Check Bilingual language skills a plus Must be a U S Citizen Immediate need for Attorneys and Paralegals DOCUMENT PREPARATION / LEGAL REVIEW / LOAN CLOSINGS Attorneys will review loan authorizations and determine required documentation to affect agency's collateral position. Work closely with borrowers and provide advice concerning loan closing procedures which includes counseling on terms and conditions of loan. Attorneys conduct loan closings, disburse funds and ensure appropriate disbursements are made according to loan authorization. Attorneys also conduct reviews of notes, guaranties, mortgages, tax forms, affidavits regarding property, deed of trust, attorney opinions, title reports, title commitments, title policies, etc. and determine compliance with loan authorization. Attorneys must be current and active members in good standing of the bar of a state, territory of the United States, District of Columbia, or Commonwealth of Puerto Rico, and eligible to practice law. Experience in a real estate or mortgage lending environment preferred. Education: Recent graduates (JD, LLB, LLM) are also encouraged to apply. Candidates awaiting results of the bar examination will be considered for Paralegal Specialist positions. Paralegals filling these positions will advise borrowers on loan closing procedures; assist borrowers in completing loan closing documents; counsel borrowers on the terms and conditions of loan authorizations; explain pertinent legal and policy matters concerning the disaster lending process; and assure that loan case files are complete. Paralegals monitor the disbursement process to ensure deadlines are met. Review borrower correspondence and initiate appropriate action to respond to borrower requests. Conduct loan closings and disburse funds to borrowers. Paralegals must be able to give instructions and/or explanations of complicated legal processes over the phone or in person to people who may be in distress. The ideal candidate will possess the following Specialized Experience: • Responding to a variety of customer inquiries by providing information to internal and external customers • Performing legal research of regulations, laws, legal databases, etc. to obtain information or address issues/concerns • Reviewing loan or legal documents for compliance with applicable regulations and guidelines; AND • Assisting borrowers with closing residential and/or business loans. Education: If qualifying based on education, you must submit transcripts to be eligible. Entry Level: Bachelor's degree with GPA of 3.0 or better (Superior Academic Achievement), any field. Intermediate: Must have master's or equivalent graduate degree in related field. Advanced: Must have doctorate or equivalent graduate degree in related field. Related Graduate Education: Major study -- Because of program requirements, educational major is expected to be directly related to position to be filled (law, legal studies, criminal justice, etc.). For this skill set, a degree in Business Administration is qualifying, provided major/concentration was in law, finance, or similar area. Immediate Need for Business Loan Specialists and Loan Assistants CREDIT ANALYSIS / LOAN PROCESSING / MORTGAGE UNDERWRITING Credit Analysts, Loan Officers, Mortgage Underwriters are needed with experience evaluating financial information; determining creditworthiness and repayment ability; and making loan decisions (or recommendations) based on overall financial condition. Recent college graduates with no prior lending or loan closing experience are encouraged to apply. Additionally, individuals who have prior lending experience should have experience determining repayment ability using income related documents (tax returns, W-2, paystubs, etc.) and experience analyzing consumer credit reports. Automotive lending (Underwriting) experience is a plus! Education: A degree in Business Administration is qualifying provided the major was in accounting, finance, or similar area. Related / Relevant Undergraduate and Graduate Education: Major study - finance, business administration, economics, accounting, insurance, engineering, mathematics, banking and credit, law, real estate operations, statistics, or other fields related to the position, such as agriculture, agricultural economics, farm, livestock or ranch management. These positions are available to work remotely and will pay a base hourly rate of $18.21 - $33.39; overtime rate of $27.32 - $45.49. Please submit resume via USAJOBS.GOV Attorneys apply to Vacancy Number Paralegals apply to Vacancy Number Entry Level Paralegals Vacancy Number Loan Assistants apply to Vacancy Number Loan Specialists apply to Vacancy Number EOE/Veterans must submit DD-214 recblid fxjxs4qbqw9syyl1hsdgld54yayfjc
09/15/2021
Full time
Remote Workers Needed!!! The SBA Office of Disaster Assistance (ODA) is the Federal government's primary source of money to help businesses of all sizes, private non-profit organizations, homeowners and renters recover from disasters. ODA makes Federal low-interest disaster loans to cover losses not fully compensated by insurance or other sources. Because of the magnitude of the damage caused the Novel Coronavirus, the Dallas / Fort Worth, Texas Office of Disaster Assistance, located in the CentrePort Business Park near DFW Airport and DART/TRE Station, has an ongoing need for multiple temporary full time professionals in various occupations. All positions are temporary and subject to workload requirements All positions must be available for immediate, full-time work Weekend work required for all positions and mandatory overtime could be substantial Overtime will be paid for hours in excess of 40-hours per week All Positions require competency with Microsoft Office (Excel and Word) Must pass Credit, Fingerprint & Background Check Bilingual language skills a plus Must be a U S Citizen Immediate need for Attorneys and Paralegals DOCUMENT PREPARATION / LEGAL REVIEW / LOAN CLOSINGS Attorneys will review loan authorizations and determine required documentation to affect agency's collateral position. Work closely with borrowers and provide advice concerning loan closing procedures which includes counseling on terms and conditions of loan. Attorneys conduct loan closings, disburse funds and ensure appropriate disbursements are made according to loan authorization. Attorneys also conduct reviews of notes, guaranties, mortgages, tax forms, affidavits regarding property, deed of trust, attorney opinions, title reports, title commitments, title policies, etc. and determine compliance with loan authorization. Attorneys must be current and active members in good standing of the bar of a state, territory of the United States, District of Columbia, or Commonwealth of Puerto Rico, and eligible to practice law. Experience in a real estate or mortgage lending environment preferred. Education: Recent graduates (JD, LLB, LLM) are also encouraged to apply. Candidates awaiting results of the bar examination will be considered for Paralegal Specialist positions. Paralegals filling these positions will advise borrowers on loan closing procedures; assist borrowers in completing loan closing documents; counsel borrowers on the terms and conditions of loan authorizations; explain pertinent legal and policy matters concerning the disaster lending process; and assure that loan case files are complete. Paralegals monitor the disbursement process to ensure deadlines are met. Review borrower correspondence and initiate appropriate action to respond to borrower requests. Conduct loan closings and disburse funds to borrowers. Paralegals must be able to give instructions and/or explanations of complicated legal processes over the phone or in person to people who may be in distress. The ideal candidate will possess the following Specialized Experience: • Responding to a variety of customer inquiries by providing information to internal and external customers • Performing legal research of regulations, laws, legal databases, etc. to obtain information or address issues/concerns • Reviewing loan or legal documents for compliance with applicable regulations and guidelines; AND • Assisting borrowers with closing residential and/or business loans. Education: If qualifying based on education, you must submit transcripts to be eligible. Entry Level: Bachelor's degree with GPA of 3.0 or better (Superior Academic Achievement), any field. Intermediate: Must have master's or equivalent graduate degree in related field. Advanced: Must have doctorate or equivalent graduate degree in related field. Related Graduate Education: Major study -- Because of program requirements, educational major is expected to be directly related to position to be filled (law, legal studies, criminal justice, etc.). For this skill set, a degree in Business Administration is qualifying, provided major/concentration was in law, finance, or similar area. Immediate Need for Business Loan Specialists and Loan Assistants CREDIT ANALYSIS / LOAN PROCESSING / MORTGAGE UNDERWRITING Credit Analysts, Loan Officers, Mortgage Underwriters are needed with experience evaluating financial information; determining creditworthiness and repayment ability; and making loan decisions (or recommendations) based on overall financial condition. Recent college graduates with no prior lending or loan closing experience are encouraged to apply. Additionally, individuals who have prior lending experience should have experience determining repayment ability using income related documents (tax returns, W-2, paystubs, etc.) and experience analyzing consumer credit reports. Automotive lending (Underwriting) experience is a plus! Education: A degree in Business Administration is qualifying provided the major was in accounting, finance, or similar area. Related / Relevant Undergraduate and Graduate Education: Major study - finance, business administration, economics, accounting, insurance, engineering, mathematics, banking and credit, law, real estate operations, statistics, or other fields related to the position, such as agriculture, agricultural economics, farm, livestock or ranch management. These positions are available to work remotely and will pay a base hourly rate of $18.21 - $33.39; overtime rate of $27.32 - $45.49. Please submit resume via USAJOBS.GOV Attorneys apply to Vacancy Number Paralegals apply to Vacancy Number Entry Level Paralegals Vacancy Number Loan Assistants apply to Vacancy Number Loan Specialists apply to Vacancy Number EOE/Veterans must submit DD-214 recblid fxjxs4qbqw9syyl1hsdgld54yayfjc
At Freddie Mac, you will do important work to build a better housing finance system and you'll be part of a team helping to make homeownership and rental housing more accessible and affordable across the nation. ## Position Overview: As a Freddie Mac Multifamily Real Estate Analyst, you'll get the experience and resources you need to launch a successful career in the commercial real estate industry. In this top tier analyst program, you'll gain exposure and directly contribute to the strategies that affect the affordability and stability of the U.S. housing market. Based on your role, the risk analysis, deal execution and customer interaction will have a strong impact on the largest multifamily housing lender in the country. Apply now and learn why there is #MoreAtFreddieMac! ## Our Impact: Freddie Mac Multifamily offers a dynamic work environment, that allows Analysts to grow through a wide variety of experiences and responsibilities. Multifamily Real Estate Analysts take specific roles in various areas with immediate interaction with all levels including senior leadership. Placement and location are determined during the hiring process based on candidate experience, skill sets, areas of interests and business needs. _Our team is responsible for the following:_ _**Asset Management and Operations**_ - Customer Compliance Management (CCM) is tasked with managing Freddie Mac Multifamily's risk exposure by overseeing operational risk and Multifamily's dealings with financial institutions and counterparty credit risk. - Governance & Business Services is responsible for assessing and monitoring operational risks across the Multifamily Division to ensure compliance with regulators and oversight groups. Operational risks include data privacy, fraud/money laundering, information security and technology, business continuity, laws/regulations, process and people. - Loan Administration focuses on purchase, document review, document custody, data program, and data quality activities. - Loan Servicing focuses on reconciling Servicer reporting and cash remittance with expected values, resolving errors with Servicer by month-end deadlines, managing the multifamily cash accounts and all wire transactions. - provides physical risk analysis relating to apartment property condition, or construction or rehab analysis for properties undergoing major construction or rehabilitation. _**Business Management**_ - Establish, manage and implement divisional strategy and administration activities - Manage new business initiatives process, customer communications, marketing, training and events _**Capital Markets**_ - Ensure new transactions are priced appropriately and timely - Support the securitization process by providing due diligence, document processing, and financial/statistical analysis, and ad-hoc research - Monitor and update inputs for pricing, status reports, and other competitive analyses - Perform all portfolio management, valuation and costing of Multifamily assets - Develop and manage Multifamily models and analytical capabilities _**Production and Sales**_ - Interacting with our lenders on deal execution, property inspections, quoting and deal structuring, and working with the underwriting group to assess the risk of the deal _**Underwriting**_ - Work with the Production and Sales team on deal execution by assessing the risk of the deal, reviewing borrower financials, conducting market analysis, property inspections and presenting deals for approval - ++Risk Distribution & Credit++ ensures quality of underwriting data and analysis presented to external parties to securitization, report origination credit trends for securitized loans to senior management and the broader Division and support ongoing development and monitoring of Multifamily Credit Policy ## Your Impact: In this role, you will be an integral part of a dynamic team and will be expected to: - Collaborate with all levels of employees including division leadership - Build professional relationships across the organization and enhance your business acumen through established training opportunities and day to day work execution - Execute deals and project requirements with the highest integrity and dedication to accomplish excellence - Assist with creating solutions that help with ensuring liquidity, stability, and affordability to the U.S. housing market ## Qualifications: - Bachelor's degree in Business Administration, Finance, Accounting, Economics, Mathematics, Real Estate, Statistics or a related discipline - Minimum cumulative 3.0 GPA - Availability to begin full time employment in our January 2022 or June 2022 cohort - Graduation no more than 18 months prior to start date ## Keys to Success in this Role: - Strong verbal and written communication skills; - Strong analytical and quantitative skills - Highly organized and detail-oriented - Self-starter and entrepreneurial spirit - Must be a team player and able to work collaboratively _**NOTE:**_ _Freddie Mac will not be hiring any students, exchange visitors, or recent graduates on F-1 (CPT/OPT), J-1, M-1 visas, or any individuals requiring sponsorship for an employment based visa application (such as H-1B) in connection with these openings)._ **Current Freddie Mac employees please apply through the internal career site.** Today, Freddie Mac makes home possible for one in four home borrowers and is one of the largest sources of financing for multifamily housing. Join our smart, creative and dedicated team and you'll do important work for the housing finance system and make a difference in the lives of others. We are an equal opportunity employer and value diversity and inclusion at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, disability status or any other characteristic protected by applicable law. We will ensure that individuals with differing abilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation. Notice to External Search Firms: Freddie Mac partners with BountyJobs for contingency search business through outside firms. Resumes received outside the BountyJobs system will be considered unsolicited and Freddie Mac will not be obligated to pay a placement fee. If interested in learning more, please visit []() and register with our referral code: MAC.
09/11/2021
Full time
At Freddie Mac, you will do important work to build a better housing finance system and you'll be part of a team helping to make homeownership and rental housing more accessible and affordable across the nation. ## Position Overview: As a Freddie Mac Multifamily Real Estate Analyst, you'll get the experience and resources you need to launch a successful career in the commercial real estate industry. In this top tier analyst program, you'll gain exposure and directly contribute to the strategies that affect the affordability and stability of the U.S. housing market. Based on your role, the risk analysis, deal execution and customer interaction will have a strong impact on the largest multifamily housing lender in the country. Apply now and learn why there is #MoreAtFreddieMac! ## Our Impact: Freddie Mac Multifamily offers a dynamic work environment, that allows Analysts to grow through a wide variety of experiences and responsibilities. Multifamily Real Estate Analysts take specific roles in various areas with immediate interaction with all levels including senior leadership. Placement and location are determined during the hiring process based on candidate experience, skill sets, areas of interests and business needs. _Our team is responsible for the following:_ _**Asset Management and Operations**_ - Customer Compliance Management (CCM) is tasked with managing Freddie Mac Multifamily's risk exposure by overseeing operational risk and Multifamily's dealings with financial institutions and counterparty credit risk. - Governance & Business Services is responsible for assessing and monitoring operational risks across the Multifamily Division to ensure compliance with regulators and oversight groups. Operational risks include data privacy, fraud/money laundering, information security and technology, business continuity, laws/regulations, process and people. - Loan Administration focuses on purchase, document review, document custody, data program, and data quality activities. - Loan Servicing focuses on reconciling Servicer reporting and cash remittance with expected values, resolving errors with Servicer by month-end deadlines, managing the multifamily cash accounts and all wire transactions. - provides physical risk analysis relating to apartment property condition, or construction or rehab analysis for properties undergoing major construction or rehabilitation. _**Business Management**_ - Establish, manage and implement divisional strategy and administration activities - Manage new business initiatives process, customer communications, marketing, training and events _**Capital Markets**_ - Ensure new transactions are priced appropriately and timely - Support the securitization process by providing due diligence, document processing, and financial/statistical analysis, and ad-hoc research - Monitor and update inputs for pricing, status reports, and other competitive analyses - Perform all portfolio management, valuation and costing of Multifamily assets - Develop and manage Multifamily models and analytical capabilities _**Production and Sales**_ - Interacting with our lenders on deal execution, property inspections, quoting and deal structuring, and working with the underwriting group to assess the risk of the deal _**Underwriting**_ - Work with the Production and Sales team on deal execution by assessing the risk of the deal, reviewing borrower financials, conducting market analysis, property inspections and presenting deals for approval - ++Risk Distribution & Credit++ ensures quality of underwriting data and analysis presented to external parties to securitization, report origination credit trends for securitized loans to senior management and the broader Division and support ongoing development and monitoring of Multifamily Credit Policy ## Your Impact: In this role, you will be an integral part of a dynamic team and will be expected to: - Collaborate with all levels of employees including division leadership - Build professional relationships across the organization and enhance your business acumen through established training opportunities and day to day work execution - Execute deals and project requirements with the highest integrity and dedication to accomplish excellence - Assist with creating solutions that help with ensuring liquidity, stability, and affordability to the U.S. housing market ## Qualifications: - Bachelor's degree in Business Administration, Finance, Accounting, Economics, Mathematics, Real Estate, Statistics or a related discipline - Minimum cumulative 3.0 GPA - Availability to begin full time employment in our January 2022 or June 2022 cohort - Graduation no more than 18 months prior to start date ## Keys to Success in this Role: - Strong verbal and written communication skills; - Strong analytical and quantitative skills - Highly organized and detail-oriented - Self-starter and entrepreneurial spirit - Must be a team player and able to work collaboratively _**NOTE:**_ _Freddie Mac will not be hiring any students, exchange visitors, or recent graduates on F-1 (CPT/OPT), J-1, M-1 visas, or any individuals requiring sponsorship for an employment based visa application (such as H-1B) in connection with these openings)._ **Current Freddie Mac employees please apply through the internal career site.** Today, Freddie Mac makes home possible for one in four home borrowers and is one of the largest sources of financing for multifamily housing. Join our smart, creative and dedicated team and you'll do important work for the housing finance system and make a difference in the lives of others. We are an equal opportunity employer and value diversity and inclusion at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, disability status or any other characteristic protected by applicable law. We will ensure that individuals with differing abilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation. Notice to External Search Firms: Freddie Mac partners with BountyJobs for contingency search business through outside firms. Resumes received outside the BountyJobs system will be considered unsolicited and Freddie Mac will not be obligated to pay a placement fee. If interested in learning more, please visit []() and register with our referral code: MAC.
SUMMARY The Strategic Planning Senior Analyst partners with business leaders to operationalize the business to attain strategic goals and performance excellence. In this role, you are positioned to identify and monitor financial performance at each of our data centers and assist in the development and implementation of the optimal strategy across the portfolio. You play a critical role in the growth and development of future data center sites and are responsible for maintaining the company's long-term financial projections and financial modeling of potential and existing investments, including economic and market data evaluation. Partnership with Senior Leadership, Site Directors, Development and Accounting on overall data center operations, strategic projects and M&A activity is a key component of this role. RESPONSIBILITIES, other duties may be assigned • Consolidate varied reports, refine information, report out actionable insights, transform data and insights into action plans for data center leadership that will drive business objectives. • Support monthly and quarterly review of operational performance with the senior leadership team. • Collaborate with operations and development staff to identify, monitor and track key risks and opportunities at each data center site. • Maintain the company's long-term financial model incorporating input from finance and accounting, sales, development and operations. • Develop key performance metrics and dashboard to track the financial progress against the strategy. • Assist in the preparation of presentation materials for senior leadership and the Board of Directors • Compile and analyze financial information to support department operations and cost decisions. • Support strategic projects BASIC QUALIFICATIONS • Bachelor's degree preferably in Finance, Economics, Accounting, or Mathematics or equivalent professional experience • Two or more years of professional experience in management consulting, investment banking, or sell-side equity research program or similar role in financial planning and analysis or corporate development within a public company PREFERRED QUALIFICATIONS • Progress toward Chartered Financial Analyst qualification • Consulting, operations analysis, or statistics experience • Experience providing financial and analytical support to a capital intensive business KNOWLEDGE, SKILLS AND ABILITIES • Ability to organize, interpret, and draw appropriate conclusions from large volumes of data and to creatively present the information in a format that enables non-financial managers to easily understand the information. • An enthusiastic attitude in a team environment and ability to work independently. • High attention to detail and accuracy with strong written and oral communication skills • Strong initiative and creativity. • Interest in real estate, technology, and/or the data center industry is a plus. We conform to all the laws, statutes, and regulations concerning equal employment opportunities and affirmative action. We strongly encourage women, minorities, individuals with disabilities and veterans to apply to all of our job openings. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, sexual orientation, gender identity, or national origin, age, disability status, Genetic Information & Testing, Family & Medical Leave, protected veteran status, or any other characteristic protected by law. We prohibit retaliation against individuals who bring forth any complaint, orally or in writing, to the employer or the government, or against any individuals who assist or participate in the investigation of any complaint or discrimination claim.
03/24/2021
Full time
SUMMARY The Strategic Planning Senior Analyst partners with business leaders to operationalize the business to attain strategic goals and performance excellence. In this role, you are positioned to identify and monitor financial performance at each of our data centers and assist in the development and implementation of the optimal strategy across the portfolio. You play a critical role in the growth and development of future data center sites and are responsible for maintaining the company's long-term financial projections and financial modeling of potential and existing investments, including economic and market data evaluation. Partnership with Senior Leadership, Site Directors, Development and Accounting on overall data center operations, strategic projects and M&A activity is a key component of this role. RESPONSIBILITIES, other duties may be assigned • Consolidate varied reports, refine information, report out actionable insights, transform data and insights into action plans for data center leadership that will drive business objectives. • Support monthly and quarterly review of operational performance with the senior leadership team. • Collaborate with operations and development staff to identify, monitor and track key risks and opportunities at each data center site. • Maintain the company's long-term financial model incorporating input from finance and accounting, sales, development and operations. • Develop key performance metrics and dashboard to track the financial progress against the strategy. • Assist in the preparation of presentation materials for senior leadership and the Board of Directors • Compile and analyze financial information to support department operations and cost decisions. • Support strategic projects BASIC QUALIFICATIONS • Bachelor's degree preferably in Finance, Economics, Accounting, or Mathematics or equivalent professional experience • Two or more years of professional experience in management consulting, investment banking, or sell-side equity research program or similar role in financial planning and analysis or corporate development within a public company PREFERRED QUALIFICATIONS • Progress toward Chartered Financial Analyst qualification • Consulting, operations analysis, or statistics experience • Experience providing financial and analytical support to a capital intensive business KNOWLEDGE, SKILLS AND ABILITIES • Ability to organize, interpret, and draw appropriate conclusions from large volumes of data and to creatively present the information in a format that enables non-financial managers to easily understand the information. • An enthusiastic attitude in a team environment and ability to work independently. • High attention to detail and accuracy with strong written and oral communication skills • Strong initiative and creativity. • Interest in real estate, technology, and/or the data center industry is a plus. We conform to all the laws, statutes, and regulations concerning equal employment opportunities and affirmative action. We strongly encourage women, minorities, individuals with disabilities and veterans to apply to all of our job openings. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, sexual orientation, gender identity, or national origin, age, disability status, Genetic Information & Testing, Family & Medical Leave, protected veteran status, or any other characteristic protected by law. We prohibit retaliation against individuals who bring forth any complaint, orally or in writing, to the employer or the government, or against any individuals who assist or participate in the investigation of any complaint or discrimination claim.
State Street Corporation
California City, California
Who we are looking for Motivated and talented person with background in financial operations, preferably fixed in income pricing with 5+ years of experience. Ideal candidate will be fast learner who can learn the day-to-day process initially but move toward higher level analytic work such as business process design and optimization. Will be based out of Irvine, California office. Why this role is important to us The team you will be joining is a part of State Street Global Services (SSGS). SSGS gives asset owners and managers access to the essential financial tools they need to deliver effective investment solutions. From core custody, accounting, fund administration and shareholder recordkeeping, to complete operations solutions and servicing for alternative assets like OTC derivatives, private equity and real estate, SSGS' tools help our clients make better investment choices and act on growth opportunities. Join us if making your mark in the financial services industry from day one is a challenge you are up for. What you will be responsible for As Pricing Analyst, Officer you will Utilize advanced level of fixed income and derivative knowledge in the resolution of pricing issues and escalates to management as required. Provide pricing support to client groups, including responding proactively to inquiries, and conducting specialized pricing research and analysis. Monitor and follow up with vendors on pricing problems. Serve as back up to Pricing Team Members in daily operations. May assist in the hiring, mentoring, coaching and training of less experienced staff. Ensure validation of manual entries and accuracy of market data research to avoid errors. Be aware of broader internal/external business issues; applies to own role. Identify key issues and patterns from partial/conflicting data; take a broad perspective to problems and spot new, less obvious solutions. Serve as a subject matter expert and project analyst/lead on pricing initiatives and enhancements. What we value These skills will help you succeed in this role Proven negotiation and influencing skills. Demonstrated creative problem solving skills. Excellent communication skills including expressing complex ideas and concepts. Computer proficient including spreadsheet (Excel) and database applications. Advanced macro and query building skills. Understanding of Derivatives and Fixed Income trading instruments. Education & Preferred Qualifications Bachelor's Degree with emphasis in business, finance, economics, or math. Minimum 5 years related work experience. Prior experience working with pricing vendor terminals, websites, and software. About State Street What we do. State Street is one of the largest custodian banks, asset managers and asset intelligence companies in the world. From technology to product innovation we're making our mark on the financial services industry. For more than two centuries, we've been helping our clients safeguard and steward the investments of millions of people. We provide investment servicing, data & analytics, investment research & trading and investment management to institutional clients. Work, Live and Grow. We make all efforts to create a great work environment. Our benefits packages are competitive and comprehensive. Details vary in locations, but you may expect generous medical care, insurance and savings plans among other perks. You'll have access to flexible Work Program to help you match your needs. And our wealth of development programs and educational support will help you reach your full potential. Inclusion, Diversity and Social Responsibility. We truly believe our employees' diverse backgrounds, experiences and perspective are a powerful contributor to creating an inclusive environment where everyone can thrive and reach their maximum potential while adding value to both our organization and our clients. We warmly welcome the candidates of diverse origin, background, ability, age, sexual orientation, gender identity and personality. Another fundamental value at State Street is active engagement with our communities around the world, both as a partner and a leader. You will have tools to help balance your professional and personal life, paid volunteer days, matching gift program and access to employee networks that help you stay connected to what matters to you. State Street is an equal opportunity and affirmative action employer. Discover more at StateStreet.com/careers
01/31/2021
Full time
Who we are looking for Motivated and talented person with background in financial operations, preferably fixed in income pricing with 5+ years of experience. Ideal candidate will be fast learner who can learn the day-to-day process initially but move toward higher level analytic work such as business process design and optimization. Will be based out of Irvine, California office. Why this role is important to us The team you will be joining is a part of State Street Global Services (SSGS). SSGS gives asset owners and managers access to the essential financial tools they need to deliver effective investment solutions. From core custody, accounting, fund administration and shareholder recordkeeping, to complete operations solutions and servicing for alternative assets like OTC derivatives, private equity and real estate, SSGS' tools help our clients make better investment choices and act on growth opportunities. Join us if making your mark in the financial services industry from day one is a challenge you are up for. What you will be responsible for As Pricing Analyst, Officer you will Utilize advanced level of fixed income and derivative knowledge in the resolution of pricing issues and escalates to management as required. Provide pricing support to client groups, including responding proactively to inquiries, and conducting specialized pricing research and analysis. Monitor and follow up with vendors on pricing problems. Serve as back up to Pricing Team Members in daily operations. May assist in the hiring, mentoring, coaching and training of less experienced staff. Ensure validation of manual entries and accuracy of market data research to avoid errors. Be aware of broader internal/external business issues; applies to own role. Identify key issues and patterns from partial/conflicting data; take a broad perspective to problems and spot new, less obvious solutions. Serve as a subject matter expert and project analyst/lead on pricing initiatives and enhancements. What we value These skills will help you succeed in this role Proven negotiation and influencing skills. Demonstrated creative problem solving skills. Excellent communication skills including expressing complex ideas and concepts. Computer proficient including spreadsheet (Excel) and database applications. Advanced macro and query building skills. Understanding of Derivatives and Fixed Income trading instruments. Education & Preferred Qualifications Bachelor's Degree with emphasis in business, finance, economics, or math. Minimum 5 years related work experience. Prior experience working with pricing vendor terminals, websites, and software. About State Street What we do. State Street is one of the largest custodian banks, asset managers and asset intelligence companies in the world. From technology to product innovation we're making our mark on the financial services industry. For more than two centuries, we've been helping our clients safeguard and steward the investments of millions of people. We provide investment servicing, data & analytics, investment research & trading and investment management to institutional clients. Work, Live and Grow. We make all efforts to create a great work environment. Our benefits packages are competitive and comprehensive. Details vary in locations, but you may expect generous medical care, insurance and savings plans among other perks. You'll have access to flexible Work Program to help you match your needs. And our wealth of development programs and educational support will help you reach your full potential. Inclusion, Diversity and Social Responsibility. We truly believe our employees' diverse backgrounds, experiences and perspective are a powerful contributor to creating an inclusive environment where everyone can thrive and reach their maximum potential while adding value to both our organization and our clients. We warmly welcome the candidates of diverse origin, background, ability, age, sexual orientation, gender identity and personality. Another fundamental value at State Street is active engagement with our communities around the world, both as a partner and a leader. You will have tools to help balance your professional and personal life, paid volunteer days, matching gift program and access to employee networks that help you stay connected to what matters to you. State Street is an equal opportunity and affirmative action employer. Discover more at StateStreet.com/careers
SEEKING HOTEL & HOSPITALITY EXPERIENCE FOR ENTRY LEVEL MARKETING & SALES US BUSINESS SERVICES US Business Services is hiring ENTRY LEVEL marketing and sales representatives to help support our Energy Brokers' expanding customer base. We have found that those from the customer service industry thrive in this role due to their customer and 'people person' skill sets. "Hire character. Train skill." Peter Schutz We are currently looking to fill entry level marketing and sales representatives positions. We are looking for the smiling face and firm handshake to partner with our client's name. We are looking for a genuine candidate to help increase the quality of our client's brand. We are looking for an entry level candidate to develop and cross train in every aspect of: Lead Based Sales Creating & Executing Marketing Strategies Promotions Consulting Acquisition Customer Service Branding Business Development Job Requirements: US Business Services is committed for continued personal and professional development for our highly skilled sales force through training provided in office by our team as well as our Energy Brokers. Chosen candidates will be developed into experts in the following areas: Product Development Sales Training Client Representation Market Management Customer Relations Territory Supervision Campaign Intelligence If you are interested in gaining "hands-on" experience and believe you are a qualified candidate for the position please email your resume to us! This is an entry level position. All college graduates are encouraged to apply; however, the following degrees/experiences are the best matches: communications, business administration, management, advertising, marketing, public relations, political science, psychology, military, sports management, athletic experience. Compensation is based on individual performance. Candidates with the following interest should apply: Customer care, sales, entry level sales, customer relations, entry level, entry level sales, training, sales training, sales management, leadership, account sales, customer acquisition, customer conversion, customer response, sales, entry level, customer renewal, customer retention, customer research, sales, customer response, customer effectiveness, full time, entry level, sales, provides face to face service to customers, customer satisfaction, restaurant management, restaurant service, marketing and sales, services in hospitality, customer service evaluation, customer loyalty, customer service adviser, sales, full time, entry level, customer service analyst, customer service associate, sales, customer service consultant, customer relationship adviser, sales, full time, entry level, customer relationship management, marketing management, hospitality, customer service, business management, business to business sales, Outside sales, Marketing and advertising specialists, Entry level sales and Marketing, Sports minded individuals, Management training, Training others, Marketing reps, Consulting, Business Development, Marketing coordinator, , claims administration, claims representative, claims rep, claims administrator, Takoma Park, Silver Spring, Columbia, Alexandria, Washington DC, owings mills, townson, college park, columbia, washington dc, odenton, rosedale, forest heights, randallstown, silver spring,takoma park,gwynn oak,pikesville,berwyn heights,stevensville, alexandria, baltimore, owings mills,gaithersburg, laurel, ellicott city, catonsville, jessup, halethrope, clarksville, glen burnie, college park, towson, annapolis, bowie. Business development manager, customer relationship manager, restaurant, retail, full time, part time, entry level accounting, full time administrative assistant, receptionist, warehouse manager, retail associate, retail cashier, coaching, coached sports, student athlete, sports management, trainer, leader, sports-minded role, consultant, marketing, management, office assistant, office, clerical, office manager, insurance, customer service representative, leadership, operations manager, store manager, supervisor, director, teacher, project manager, communications, retail salesperson, customer service, marketing manager, marketing, territory manager, sales administrator, full time marketing executive, e-business, distribution manager, customer service clerk, call center agent, customer service director, customer service sales, field sales representative, account manager, advertising director, area sales manager, communications manager, full time communications director, media relations, public relations, e-commerce, sales, inside sales, outside sales, direct sales, insurance sales, executive administrative assistant, sports director, sports league official, business systems analyst, assistant manager, office support worker, admin support worker, human resources, full time recruiter, entry level recruiter, real estate, real estate agent, property management, training, develop, development, host, hostess, waitress, waiter, full time prep cook, restaurant manager
01/30/2021
Full time
SEEKING HOTEL & HOSPITALITY EXPERIENCE FOR ENTRY LEVEL MARKETING & SALES US BUSINESS SERVICES US Business Services is hiring ENTRY LEVEL marketing and sales representatives to help support our Energy Brokers' expanding customer base. We have found that those from the customer service industry thrive in this role due to their customer and 'people person' skill sets. "Hire character. Train skill." Peter Schutz We are currently looking to fill entry level marketing and sales representatives positions. We are looking for the smiling face and firm handshake to partner with our client's name. We are looking for a genuine candidate to help increase the quality of our client's brand. We are looking for an entry level candidate to develop and cross train in every aspect of: Lead Based Sales Creating & Executing Marketing Strategies Promotions Consulting Acquisition Customer Service Branding Business Development Job Requirements: US Business Services is committed for continued personal and professional development for our highly skilled sales force through training provided in office by our team as well as our Energy Brokers. Chosen candidates will be developed into experts in the following areas: Product Development Sales Training Client Representation Market Management Customer Relations Territory Supervision Campaign Intelligence If you are interested in gaining "hands-on" experience and believe you are a qualified candidate for the position please email your resume to us! This is an entry level position. All college graduates are encouraged to apply; however, the following degrees/experiences are the best matches: communications, business administration, management, advertising, marketing, public relations, political science, psychology, military, sports management, athletic experience. Compensation is based on individual performance. Candidates with the following interest should apply: Customer care, sales, entry level sales, customer relations, entry level, entry level sales, training, sales training, sales management, leadership, account sales, customer acquisition, customer conversion, customer response, sales, entry level, customer renewal, customer retention, customer research, sales, customer response, customer effectiveness, full time, entry level, sales, provides face to face service to customers, customer satisfaction, restaurant management, restaurant service, marketing and sales, services in hospitality, customer service evaluation, customer loyalty, customer service adviser, sales, full time, entry level, customer service analyst, customer service associate, sales, customer service consultant, customer relationship adviser, sales, full time, entry level, customer relationship management, marketing management, hospitality, customer service, business management, business to business sales, Outside sales, Marketing and advertising specialists, Entry level sales and Marketing, Sports minded individuals, Management training, Training others, Marketing reps, Consulting, Business Development, Marketing coordinator, , claims administration, claims representative, claims rep, claims administrator, Takoma Park, Silver Spring, Columbia, Alexandria, Washington DC, owings mills, townson, college park, columbia, washington dc, odenton, rosedale, forest heights, randallstown, silver spring,takoma park,gwynn oak,pikesville,berwyn heights,stevensville, alexandria, baltimore, owings mills,gaithersburg, laurel, ellicott city, catonsville, jessup, halethrope, clarksville, glen burnie, college park, towson, annapolis, bowie. Business development manager, customer relationship manager, restaurant, retail, full time, part time, entry level accounting, full time administrative assistant, receptionist, warehouse manager, retail associate, retail cashier, coaching, coached sports, student athlete, sports management, trainer, leader, sports-minded role, consultant, marketing, management, office assistant, office, clerical, office manager, insurance, customer service representative, leadership, operations manager, store manager, supervisor, director, teacher, project manager, communications, retail salesperson, customer service, marketing manager, marketing, territory manager, sales administrator, full time marketing executive, e-business, distribution manager, customer service clerk, call center agent, customer service director, customer service sales, field sales representative, account manager, advertising director, area sales manager, communications manager, full time communications director, media relations, public relations, e-commerce, sales, inside sales, outside sales, direct sales, insurance sales, executive administrative assistant, sports director, sports league official, business systems analyst, assistant manager, office support worker, admin support worker, human resources, full time recruiter, entry level recruiter, real estate, real estate agent, property management, training, develop, development, host, hostess, waitress, waiter, full time prep cook, restaurant manager
#6205 No Corp to Corp No Sponsorship No third party candidates considered for this position Local Candidates are encouraged to apply Oure Client is looking for a Retail IT Business Operations Lead for a Contract to Hire position in the Loma Linda, CA area. Job Summary: As the Retail IT Business Operations lead, you will be primarily responsible for building strategic relationships with key business leaders including executives. You will serve as liaison between IT and business end users where you will: Advocate within IT, helping the delivery teams better understand business strategies and actions building strategic relationships with key business leaders including executives. You will be focusing on developing in-depth understanding of Real Estate, Construction, Property Management, Store Maintenance, Public Relations and Charities business processes, in retail including its needs, objectives, and priorities, and identifying opportunities that add value to the organization. Utilize your depth of project management skills to keep track of several concurrent projects thru the life cycle. This position currently has no direct reports. Work with Business Analysts and others to gather, document, and prioritize business requirements, assess options, risks, and costs, assist in the identification, evaluation, and design of technical and non-technical solutions, and develop and execute test plans. Your resume must reflect a solid understanding of the Retail environment with at least 10 years of project management or similar job responsibilities encompassing: Business Operations Marketing Retail Operations Distribution, Warehousing, Logistics Accounting and Administration. Specifically looking for your demonstrated skills with any or all of the following: Implementing and supporting "Infor Enterprise Asset Management" or similar applications Experience with ERP applications Real estate and construction technologies Capital planning and Lease management solutions Time and attendance system Application Development knowledge Web Application and User Interface design Excellent written and verbal communication, interpersonal, presentation, superior listening, critical thinking, probing, conflict resolution, and negotiation skills Education and/or Certification: Bachelor's degree in computer science or a degree from another discipline with equivalent combination of formal education and related experience. Our client will give preference to candidates with a (PMP) -Project Management Institute certification or Business Relationship Management Institute certification. If qualified and interested in this opportunity, please reply to JO#6205 with current resume and hourly and salary requirements. - provided by Dice
01/27/2021
Full time
#6205 No Corp to Corp No Sponsorship No third party candidates considered for this position Local Candidates are encouraged to apply Oure Client is looking for a Retail IT Business Operations Lead for a Contract to Hire position in the Loma Linda, CA area. Job Summary: As the Retail IT Business Operations lead, you will be primarily responsible for building strategic relationships with key business leaders including executives. You will serve as liaison between IT and business end users where you will: Advocate within IT, helping the delivery teams better understand business strategies and actions building strategic relationships with key business leaders including executives. You will be focusing on developing in-depth understanding of Real Estate, Construction, Property Management, Store Maintenance, Public Relations and Charities business processes, in retail including its needs, objectives, and priorities, and identifying opportunities that add value to the organization. Utilize your depth of project management skills to keep track of several concurrent projects thru the life cycle. This position currently has no direct reports. Work with Business Analysts and others to gather, document, and prioritize business requirements, assess options, risks, and costs, assist in the identification, evaluation, and design of technical and non-technical solutions, and develop and execute test plans. Your resume must reflect a solid understanding of the Retail environment with at least 10 years of project management or similar job responsibilities encompassing: Business Operations Marketing Retail Operations Distribution, Warehousing, Logistics Accounting and Administration. Specifically looking for your demonstrated skills with any or all of the following: Implementing and supporting "Infor Enterprise Asset Management" or similar applications Experience with ERP applications Real estate and construction technologies Capital planning and Lease management solutions Time and attendance system Application Development knowledge Web Application and User Interface design Excellent written and verbal communication, interpersonal, presentation, superior listening, critical thinking, probing, conflict resolution, and negotiation skills Education and/or Certification: Bachelor's degree in computer science or a degree from another discipline with equivalent combination of formal education and related experience. Our client will give preference to candidates with a (PMP) -Project Management Institute certification or Business Relationship Management Institute certification. If qualified and interested in this opportunity, please reply to JO#6205 with current resume and hourly and salary requirements. - provided by Dice
Bookkeeper / Operations Analyst Our client, located in Palm Beach, is seeking an exceptional Bookkeeper and Operations Analyst to assist with several family-owned businesses which span multiple sectors, including the jewelry manufacturing and luxury retail sectors. They are rapidly expanding these businesses and intend to develop new lines of business in the near future as well. Their team of tenured professionals works closely together and strives for a startup mentality with institutional execution. As the Bookkeeper & Operations Analyst, you will be responsible for bookkeeping, financial reporting and providing operations support for these various businesses. Each business has its own reporting requirements and deadlines, as well as varying levels of complexity. The role will report to the Head of Finance and Operations and will include regular interaction with the CEO. Responsibilities: Maintain accurate and timely books and records in QuickBooks including manual data entry and review of automated postings from upstream systems (e.g., SAP Concur, Shopify point of sale) Maintain and manage Bill Payment, Accounts Payable and Accounts Receivable across the businesses Develop and maintain automated posting links with upstream systems Provide regular financial reports and track KPIs Provide ad hoc reporting upon request Serve as the main point of contact for third party financial service providers (e.g., CPA firms, bankers, fund administrators) Assist in special projects and broadly across the operations of the businesses Compliance with all company policies and procedures Job Requirements: Qualifications: 3+ years of experience in bookkeeping Mastery of QuickBooks including data capture, data connections and reporting functionalities Experience creating dynamic books to provide management with actionable information Excellent interpersonal and communication skills Highly self-motivated and organized Ability to adapt and problem solve Excellent attention to detail Four-year college degree in accounting and/or finance with a strong academic record Preferred Experience: Experience in the retail, ecommerce, jewelry and/or commercial real estate sectors Benefits: Our client values their employees' time and efforts. Their commitment to your success is enhanced by their competitive compensation and benefits package. Plus, they work to maintain the best possible environment for their employees, where people can learn and grow with the company. They strive to provide a collaborative environment where each person feels encouraged to contribute to their processes, decisions, planning and culture. Our client is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.
01/15/2021
Full time
Bookkeeper / Operations Analyst Our client, located in Palm Beach, is seeking an exceptional Bookkeeper and Operations Analyst to assist with several family-owned businesses which span multiple sectors, including the jewelry manufacturing and luxury retail sectors. They are rapidly expanding these businesses and intend to develop new lines of business in the near future as well. Their team of tenured professionals works closely together and strives for a startup mentality with institutional execution. As the Bookkeeper & Operations Analyst, you will be responsible for bookkeeping, financial reporting and providing operations support for these various businesses. Each business has its own reporting requirements and deadlines, as well as varying levels of complexity. The role will report to the Head of Finance and Operations and will include regular interaction with the CEO. Responsibilities: Maintain accurate and timely books and records in QuickBooks including manual data entry and review of automated postings from upstream systems (e.g., SAP Concur, Shopify point of sale) Maintain and manage Bill Payment, Accounts Payable and Accounts Receivable across the businesses Develop and maintain automated posting links with upstream systems Provide regular financial reports and track KPIs Provide ad hoc reporting upon request Serve as the main point of contact for third party financial service providers (e.g., CPA firms, bankers, fund administrators) Assist in special projects and broadly across the operations of the businesses Compliance with all company policies and procedures Job Requirements: Qualifications: 3+ years of experience in bookkeeping Mastery of QuickBooks including data capture, data connections and reporting functionalities Experience creating dynamic books to provide management with actionable information Excellent interpersonal and communication skills Highly self-motivated and organized Ability to adapt and problem solve Excellent attention to detail Four-year college degree in accounting and/or finance with a strong academic record Preferred Experience: Experience in the retail, ecommerce, jewelry and/or commercial real estate sectors Benefits: Our client values their employees' time and efforts. Their commitment to your success is enhanced by their competitive compensation and benefits package. Plus, they work to maintain the best possible environment for their employees, where people can learn and grow with the company. They strive to provide a collaborative environment where each person feels encouraged to contribute to their processes, decisions, planning and culture. Our client is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.
