Why USAA? Let's do something that really matters. At USAA, we have an important mission: facilitating the financial security of millions of U.S. military members and their families. Not all of our employees served in our nation's military, but we all share in the mission to give back to those who did. We're working as one to build a great experience and make a real impact for our members. We believe in our core values of honesty, integrity, loyalty and service. They're what guides everything we do - from how we treat our members to how we treat each other. Come be a part of what makes us so special! We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position can be based in one of the following locations: San Antonio, TX, Plano, TX, or Phoenix, AZ. Relocation assistance is not available for this position. Leads risk management oversight for a line of business or staff agency in key risk identification, measurement, monitoring, control, and reporting. Drives the understanding and management of risk through appropriate practices and processes. Takes ownership of assessing and overseeing business exposures including key and emerging risks. Leads activities that monitor the risk and control environment and provide effective challenge to internal and external partners to ensure that exposures are kept at acceptable levels. Raises and reports risks to the appropriate governance bodies. Leads and drives complex initiatives and cross functional teams within the Chief Risk Office, across multiple bank business functions, and potentially across the Enterprise that drive successful problem resolution. Leverages broad enterprise knowledge and/or expert knowledge of core business discipline(s), products, and processes. The Opportunity What you'll do: Identifies, seeks, and successfully influences key partners across the Bank business executive leadership to support the identification, assessment, aggregation and the overall management of risks and controls. Presents findings and recommendations to various levels of leadership and management committees and successfully communicates with and influences Bank executive leaders to adopt recommendations to improve the risk and control environment for the Bank. Creates and effectively manages strong partnerships with the Bank and other risk and control functions including Business Risk and Control, Compliance and Operational Risk Testing (ECORT) among others to drive successful results and alignment on key risks. Routinely communicates results of oversight activities including monitoring and risk assessments to governance committees' business process owners and various levels of leadership in the bank and influences decision making. Develops processes and procedures for successful implementation of new risk policies, practices, appetites, and solutions to ensure well-rounded understanding and management of Bank risks according to industry standard methodology. Develops Bank risk tools, and methodologies to measure, monitor, and report risks based on established strategy. Applies expert knowledge and independent critical thinking to use or produce analytical insights for discussion with cross functional teams to understand bank business objectives and influence solution strategies. Leads, assembles, and facilitates cross-functional teams to identify, assess, aggregate, and mitigate current and emerging risk events. Serves as the point of contact for senior risk leadership on projects and special management requests that often impact the enterprise or core operating area. Formulates and reviews stress test plans for bank. Evaluates results, and frames contingency plans in partnership with bank partners. Crafts key communications to be delivered to bank executives and board members. What you have: Bachelor's degree in Risk Management, Business, Finance, or a related field and 4 additional years of related experience beyond the minimum required may be substituted in lieu of a degree. 8 years of risk management, regulatory or operations experience in a relevant functional area to include banking, insurance, financial services, audit, project management, public accounting or other related operational area Or advanced degree/designation in Risk Management, Business, Finance, or other subject area relevant to risk management and 6 years of work experience in a subject area relevant to risk management. Advanced risk management experience in a complex institution and/or highly matrixed environment. Demonstrated experience in conflict resolution management and ability to effectively challenge at all levels of management, which results in influencing business outcomes. Experience leading and directing solution-oriented work with both internal and external partners in a highly collaborative environment. Demonstrated critical thinking and proven knowledge of data analysis tools and techniques. Decision-making abilities, to include proven ability to effectively make data-driven decisions. Proactively identifies potential concerns and follows-up to resolve issues. Advanced knowledge of Microsoft Office products including Excel and PowerPoint. Knowledge of federal regulation 12 CFR Part 30, including Appendices A and D and with federal supervisory guidance, to include: OCC Documents: Large Bank Supervision Handbook; OCC Safety and Soundness Handbooks - Internal Controls, Corporate & Risk Governance, Retail Lending; and key OCC bulletins - Model Risk Governance, Model Risk Management, New Products and Services Risk Management, Third Party Risk Management, Technology Risk Management, Stress Testing, and Operational Risk Federal Reserve Documents: Consolidated Supervision Framework for Large Financial Institutions; Federal Reserve Board Bank Holding Company Supervision Manual FFIEC Manuals and Handbooks to include: Banking, General understanding of federal laws, rules, and regulations, to include: CRA; ECOA; FCRA; MLA; SCRA; Regulation DD; Regulation E; Regulation Z; BSA/AML; and UDAP/UDAAP Laws and Regulations for illustrative purposes. Roles would need an understanding of all federal and state laws and regulatory guidance applicable to the organization and responsibilities of the role. What sets you apart: Experience with Regulatory Exams, Audits, Internal Risk Assessments, and Reviews. Issue management life cycle experience. Exposure to Controls infrastructure including process risk identification, controls mapping, testing and gaps closure. Experience with executive communications and presentations, independently lead stakeholders engagements and meetings US military experience through military service or a military spouse/domestic partner optional The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. What we offer: Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. The salary range for this position is: $138,230 - $264,200. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, please visit our benefits page on Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
02/10/2025
Full time
Why USAA? Let's do something that really matters. At USAA, we have an important mission: facilitating the financial security of millions of U.S. military members and their families. Not all of our employees served in our nation's military, but we all share in the mission to give back to those who did. We're working as one to build a great experience and make a real impact for our members. We believe in our core values of honesty, integrity, loyalty and service. They're what guides everything we do - from how we treat our members to how we treat each other. Come be a part of what makes us so special! We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position can be based in one of the following locations: San Antonio, TX, Plano, TX, or Phoenix, AZ. Relocation assistance is not available for this position. Leads risk management oversight for a line of business or staff agency in key risk identification, measurement, monitoring, control, and reporting. Drives the understanding and management of risk through appropriate practices and processes. Takes ownership of assessing and overseeing business exposures including key and emerging risks. Leads activities that monitor the risk and control environment and provide effective challenge to internal and external partners to ensure that exposures are kept at acceptable levels. Raises and reports risks to the appropriate governance bodies. Leads and drives complex initiatives and cross functional teams within the Chief Risk Office, across multiple bank business functions, and potentially across the Enterprise that drive successful problem resolution. Leverages broad enterprise knowledge and/or expert knowledge of core business discipline(s), products, and processes. The Opportunity What you'll do: Identifies, seeks, and successfully influences key partners across the Bank business executive leadership to support the identification, assessment, aggregation and the overall management of risks and controls. Presents findings and recommendations to various levels of leadership and management committees and successfully communicates with and influences Bank executive leaders to adopt recommendations to improve the risk and control environment for the Bank. Creates and effectively manages strong partnerships with the Bank and other risk and control functions including Business Risk and Control, Compliance and Operational Risk Testing (ECORT) among others to drive successful results and alignment on key risks. Routinely communicates results of oversight activities including monitoring and risk assessments to governance committees' business process owners and various levels of leadership in the bank and influences decision making. Develops processes and procedures for successful implementation of new risk policies, practices, appetites, and solutions to ensure well-rounded understanding and management of Bank risks according to industry standard methodology. Develops Bank risk tools, and methodologies to measure, monitor, and report risks based on established strategy. Applies expert knowledge and independent critical thinking to use or produce analytical insights for discussion with cross functional teams to understand bank business objectives and influence solution strategies. Leads, assembles, and facilitates cross-functional teams to identify, assess, aggregate, and mitigate current and emerging risk events. Serves as the point of contact for senior risk leadership on projects and special management requests that often impact the enterprise or core operating area. Formulates and reviews stress test plans for bank. Evaluates results, and frames contingency plans in partnership with bank partners. Crafts key communications to be delivered to bank executives and board members. What you have: Bachelor's degree in Risk Management, Business, Finance, or a related field and 4 additional years of related experience beyond the minimum required may be substituted in lieu of a degree. 8 years of risk management, regulatory or operations experience in a relevant functional area to include banking, insurance, financial services, audit, project management, public accounting or other related operational area Or advanced degree/designation in Risk Management, Business, Finance, or other subject area relevant to risk management and 6 years of work experience in a subject area relevant to risk management. Advanced risk management experience in a complex institution and/or highly matrixed environment. Demonstrated experience in conflict resolution management and ability to effectively challenge at all levels of management, which results in influencing business outcomes. Experience leading and directing solution-oriented work with both internal and external partners in a highly collaborative environment. Demonstrated critical thinking and proven knowledge of data analysis tools and techniques. Decision-making abilities, to include proven ability to effectively make data-driven decisions. Proactively identifies potential concerns and follows-up to resolve issues. Advanced knowledge of Microsoft Office products including Excel and PowerPoint. Knowledge of federal regulation 12 CFR Part 30, including Appendices A and D and with federal supervisory guidance, to include: OCC Documents: Large Bank Supervision Handbook; OCC Safety and Soundness Handbooks - Internal Controls, Corporate & Risk Governance, Retail Lending; and key OCC bulletins - Model Risk Governance, Model Risk Management, New Products and Services Risk Management, Third Party Risk Management, Technology Risk Management, Stress Testing, and Operational Risk Federal Reserve Documents: Consolidated Supervision Framework for Large Financial Institutions; Federal Reserve Board Bank Holding Company Supervision Manual FFIEC Manuals and Handbooks to include: Banking, General understanding of federal laws, rules, and regulations, to include: CRA; ECOA; FCRA; MLA; SCRA; Regulation DD; Regulation E; Regulation Z; BSA/AML; and UDAP/UDAAP Laws and Regulations for illustrative purposes. Roles would need an understanding of all federal and state laws and regulatory guidance applicable to the organization and responsibilities of the role. What sets you apart: Experience with Regulatory Exams, Audits, Internal Risk Assessments, and Reviews. Issue management life cycle experience. Exposure to Controls infrastructure including process risk identification, controls mapping, testing and gaps closure. Experience with executive communications and presentations, independently lead stakeholders engagements and meetings US military experience through military service or a military spouse/domestic partner optional The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. What we offer: Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. The salary range for this position is: $138,230 - $264,200. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, please visit our benefits page on Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Your Role The Individual Pricing team is responsible for forecasting, ratemaking, financial reporting, product development, and designing pricing strategies to support our Individual line of business. The Senior Actuarial Analyst will report to the Senior Manager of Individual Pricing. In this role, you will be responsible for key forecasting activities, monthly experience and variance reporting, and supporting the development of pricing strategies to achieve both financial and membership growth goals. In addition, you will work alongside a high-performing team and create a lasting impact in making healthcare more accessible and affordable for individual Californians. Your Work In this role, you will: Understand the core principles and functionality of decision, descriptive, and predictive analytic methods including forecasting, statistical, and machine learning techniques Conduct and develop analyses, assess risk and population risk scores and assignment, develop pricing and trends, assess changes in benefit designs, develop reserves, perform forecasting, analyze provider reimbursement terms and/or evaluate actuarial risk related analyses Coordinate, prepare, perform and audit actuarial analyses to assist in the development of complex actuarial formulations leading to the recommendation of pricing, trending, reserving, provider reimbursement and/or risk assessment strategies Perform data exploration using a combination of statistical programming languages (including, but not limited to R, Python, SQL, SAS) and deploy predictive analytics and machine learning techniques to improve risk prediction, reserves, trend, and financial forecasting in a manner that is actuarially sound, and enable real-time results and operational efficiencies Develop evaluation and financial reporting standards for internal and external reports Prepare monthly experience and variance reporting, and derive insights that enable cost savings initiatives and pricing strategies to achieve financial and membership growth goals Support annual rate filing activities and draft actuarial analyses to assist policy advocacy at the state and federal levels Communicate and work with cross-functional leadership in Finance and Actuarial Your Knowledge and Experience Requires a bachelor's degree with at least a minor in mathematics, statistics, computer science or equivalent business experience Requires a minimum of 3 years of professional actuarial experience May have an ASA designation or have completed the majority of the courses towards an ASA designation Requires advanced knowledge of the job area obtained through professional experience Requires advanced proficiency with Microsoft Excel Requires proficiency in SQL, SAS and/or Tableau, and experience with common data science toolkits such as R and Python Requires robust critical thinking and analytical skills Requires excellent written and verbal communication skills Pay Range: The pay range for this role is: $ 99770.00 to $ 149710.00 for California. Note: Please note that this range represents the pay range for this and many other positions at Blue Shield that fall into this pay grade. Blue Shield salaries are based on a variety of factors, including the candidate's experience, location (California, Bay area, or outside California), and current employee salaries for similar roles.
02/10/2025
Full time
Your Role The Individual Pricing team is responsible for forecasting, ratemaking, financial reporting, product development, and designing pricing strategies to support our Individual line of business. The Senior Actuarial Analyst will report to the Senior Manager of Individual Pricing. In this role, you will be responsible for key forecasting activities, monthly experience and variance reporting, and supporting the development of pricing strategies to achieve both financial and membership growth goals. In addition, you will work alongside a high-performing team and create a lasting impact in making healthcare more accessible and affordable for individual Californians. Your Work In this role, you will: Understand the core principles and functionality of decision, descriptive, and predictive analytic methods including forecasting, statistical, and machine learning techniques Conduct and develop analyses, assess risk and population risk scores and assignment, develop pricing and trends, assess changes in benefit designs, develop reserves, perform forecasting, analyze provider reimbursement terms and/or evaluate actuarial risk related analyses Coordinate, prepare, perform and audit actuarial analyses to assist in the development of complex actuarial formulations leading to the recommendation of pricing, trending, reserving, provider reimbursement and/or risk assessment strategies Perform data exploration using a combination of statistical programming languages (including, but not limited to R, Python, SQL, SAS) and deploy predictive analytics and machine learning techniques to improve risk prediction, reserves, trend, and financial forecasting in a manner that is actuarially sound, and enable real-time results and operational efficiencies Develop evaluation and financial reporting standards for internal and external reports Prepare monthly experience and variance reporting, and derive insights that enable cost savings initiatives and pricing strategies to achieve financial and membership growth goals Support annual rate filing activities and draft actuarial analyses to assist policy advocacy at the state and federal levels Communicate and work with cross-functional leadership in Finance and Actuarial Your Knowledge and Experience Requires a bachelor's degree with at least a minor in mathematics, statistics, computer science or equivalent business experience Requires a minimum of 3 years of professional actuarial experience May have an ASA designation or have completed the majority of the courses towards an ASA designation Requires advanced knowledge of the job area obtained through professional experience Requires advanced proficiency with Microsoft Excel Requires proficiency in SQL, SAS and/or Tableau, and experience with common data science toolkits such as R and Python Requires robust critical thinking and analytical skills Requires excellent written and verbal communication skills Pay Range: The pay range for this role is: $ 99770.00 to $ 149710.00 for California. Note: Please note that this range represents the pay range for this and many other positions at Blue Shield that fall into this pay grade. Blue Shield salaries are based on a variety of factors, including the candidate's experience, location (California, Bay area, or outside California), and current employee salaries for similar roles.
Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity As a dedicated Bank Credit Risk Analyst Senior, you will be using quantitative methods to identify credit risk, develop and deliver credit strategies, and monitor credit performance for consumer credit portfolios to optimize profitable growth within risk appetite. Owns mitigation of operational and compliance risk inherent in credit strategy. Tracks and monitors internal and external factors impacting credit strategy performance for bank portfolio products. We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position can be based in one of the following locations: San Antonio, TX, Plano, TX, Phoenix, AZ, Colorado Springs, CO, Charlotte, NC or Tampa, FL. Relocation assistance is not available for this position. What you'll do: Applies industry leading practices and analytical skills to identify risks and opportunities within the handled portfolio and translates results into strategic solutions with the delivery of credit risk strategies. Applies critical thinking skills to synthesize analyses, identify root causes, and develop clear and concise recommendations to drive credit risk strategy development and influence senior decision makers. Partners to deliver Bank credit risk strategies across lines of defense by effectively developing and improving complex analytical frameworks, analyzing data and processes, and clearly communicating insights/recommendations to key partners and leadership. Analyzes internal and external scores/data for use in identifying first party fraud. Applies industry knowledge and driven benchmarking to advise credit strategy development. Uses advanced and nuanced quantitative analysis based upon internal and external data sources to bring structure and clarity to ambiguous and exciting problems. Develops, handles, and presents comprehensive risk and financial reporting in support of senior management and committee oversight of existing and emerging risks and escalates the quality and direction of credit performance to appropriate levels of management. Designs and performs complex financial risk sensitivity analysis. Builds and handles credit strategy infrastructure and ensures credit strategies are implemented as intended. Applies expert programming and analytical techniques to analyze credit data. Provides thought leadership, coaching, and mentoring to team members regarding analytics and risk management. Collaborates with key partners to guide & facilitate teams in the development and implementation of key initiatives. Applies analytically derived insights to develop strategic plans with significant impact to business results. Coaches and mentors other analysts and acts as a leader with vision within the analyst community. Ensures risks associated with business activities are optimally identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: Bachelor's degree in Business Management, Finance, Economics, Engineering, or in a Mathematical field; OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree. 6 years of experience in an analytical field or work focused on leading analytical projects, advanced analytics, risk assessments or bank credit risk data; OR an advanced degree in Business Management, Finance, Economics, Engineering, or in a Mathematical subject area and 4 years of experience in an analytical field or work focused on leading analytical projects, advanced analytics, risk assessments or bank credit risk data. Experience in financial analysis activities to support risk strategy. Strong understanding of banking regulations, risk, and/or compliance. Advanced presentation and communication skills. Advanced eye for business and attention to detail and accuracy. Advanced research and investigation skills and demonstrated good judgement in problem solving. Advanced knowledge of Microsoft Office products, particularly Excel, Word, and PowerPoint. Advanced knowledge of data analysis tools including skills to develop analysis queries and procedures in SQL, SAS, or other business intelligence and analysis software applications for data segmentation, aggregation, and statistics (E.g., SPS or Visual Basic). Knowledge of federal laws, rules, regulations, and applicable guidance to include: FCRA, Reg B, UDAAP/UDAP, OCC Heightened Standards, OCC CREDIT RISK GUIDANCE. What sets you apart: 6+ years of experience with Python, SAS, or SQL to assemble and analyze data; including aggregation from multiple sources, working with different grains of data, identifying, and resolving anomalies, and using sophisticated joins to prepare data for analysis. 6+ years of experience of credit risk management and analytical projects for consumer lending products, preferably with experience in data driven strategy creation and decision making. Experience with credit card origination credit strategy, or valuation (NPV) model for consumer lending products. Experience working with cross functional partners and key collaborators to build consensus and drive initiatives. Strong written and verbal communication skills with ability to translate analysis results into clear insights and actions. US military experience through military service or a military spouse/domestic partner. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. What we offer: Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. The salary range for this position is: $120,550 - $230,400. Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
02/10/2025
Full time
Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity As a dedicated Bank Credit Risk Analyst Senior, you will be using quantitative methods to identify credit risk, develop and deliver credit strategies, and monitor credit performance for consumer credit portfolios to optimize profitable growth within risk appetite. Owns mitigation of operational and compliance risk inherent in credit strategy. Tracks and monitors internal and external factors impacting credit strategy performance for bank portfolio products. We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position can be based in one of the following locations: San Antonio, TX, Plano, TX, Phoenix, AZ, Colorado Springs, CO, Charlotte, NC or Tampa, FL. Relocation assistance is not available for this position. What you'll do: Applies industry leading practices and analytical skills to identify risks and opportunities within the handled portfolio and translates results into strategic solutions with the delivery of credit risk strategies. Applies critical thinking skills to synthesize analyses, identify root causes, and develop clear and concise recommendations to drive credit risk strategy development and influence senior decision makers. Partners to deliver Bank credit risk strategies across lines of defense by effectively developing and improving complex analytical frameworks, analyzing data and processes, and clearly communicating insights/recommendations to key partners and leadership. Analyzes internal and external scores/data for use in identifying first party fraud. Applies industry knowledge and driven benchmarking to advise credit strategy development. Uses advanced and nuanced quantitative analysis based upon internal and external data sources to bring structure and clarity to ambiguous and exciting problems. Develops, handles, and presents comprehensive risk and financial reporting in support of senior management and committee oversight of existing and emerging risks and escalates the quality and direction of credit performance to appropriate levels of management. Designs and performs complex financial risk sensitivity analysis. Builds and handles credit strategy infrastructure and ensures credit strategies are implemented as intended. Applies expert programming and analytical techniques to analyze credit data. Provides thought leadership, coaching, and mentoring to team members regarding analytics and risk management. Collaborates with key partners to guide & facilitate teams in the development and implementation of key initiatives. Applies analytically derived insights to develop strategic plans with significant impact to business results. Coaches and mentors other analysts and acts as a leader with vision within the analyst community. Ensures risks associated with business activities are optimally identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: Bachelor's degree in Business Management, Finance, Economics, Engineering, or in a Mathematical field; OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree. 6 years of experience in an analytical field or work focused on leading analytical projects, advanced analytics, risk assessments or bank credit risk data; OR an advanced degree in Business Management, Finance, Economics, Engineering, or in a Mathematical subject area and 4 years of experience in an analytical field or work focused on leading analytical projects, advanced analytics, risk assessments or bank credit risk data. Experience in financial analysis activities to support risk strategy. Strong understanding of banking regulations, risk, and/or compliance. Advanced presentation and communication skills. Advanced eye for business and attention to detail and accuracy. Advanced research and investigation skills and demonstrated good judgement in problem solving. Advanced knowledge of Microsoft Office products, particularly Excel, Word, and PowerPoint. Advanced knowledge of data analysis tools including skills to develop analysis queries and procedures in SQL, SAS, or other business intelligence and analysis software applications for data segmentation, aggregation, and statistics (E.g., SPS or Visual Basic). Knowledge of federal laws, rules, regulations, and applicable guidance to include: FCRA, Reg B, UDAAP/UDAP, OCC Heightened Standards, OCC CREDIT RISK GUIDANCE. What sets you apart: 6+ years of experience with Python, SAS, or SQL to assemble and analyze data; including aggregation from multiple sources, working with different grains of data, identifying, and resolving anomalies, and using sophisticated joins to prepare data for analysis. 6+ years of experience of credit risk management and analytical projects for consumer lending products, preferably with experience in data driven strategy creation and decision making. Experience with credit card origination credit strategy, or valuation (NPV) model for consumer lending products. Experience working with cross functional partners and key collaborators to build consensus and drive initiatives. Strong written and verbal communication skills with ability to translate analysis results into clear insights and actions. US military experience through military service or a military spouse/domestic partner. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. What we offer: Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. The salary range for this position is: $120,550 - $230,400. Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Your Role The Risk Adjustment Prospective Program team focused on transforming health care by making it more accessible, affordable and customer-centric. The Risk Adjustment Consulting, Consultant will report to the Senior Manager of Risk Adjustment. In this role you will lead the Member Incentive Program while supporting the In-Home Visit program (IHV) within the Risk Adjustment (Prospective Program) team. This includes interaction within the Risk Adjustment team, with various cross-functional teams within Blue Shield, Blue Shield IPA/MG, working directly with our vendors and supporting our Risk Adjustment IHV program. The ideal candidate possesses excellent interpersonal skills, project management skills, organizational skills, has high attention to detail, and is self-motivated. The candidate will also possess a desire to continually learn. Your Work In this role, you will: Make recommendations based on understanding the core principles and functionality of decision, descriptive, predictive, and prescriptive analytic methods Train lower-level analysts on how to update and apply these advanced analytic techniques Drive leadership, guidance, and manage all aspects of a given program, including vendor oversight, internal cross-functional partnerships, tracking performance and measuring results Manage data analysis, documenting and verifying the assumptions used in computations such as those used in member risk data and score submissions and establishing revenue accruals Manage the development and implementation of process of company's projects involving departmental or cross-functional teams focused on delivery of new or existing internal/external programs and/or products Lead the Member Incentive Program from inception to completion Work closely with corporate finance on all budget & financial reporting related including invoice, accrual and projection Ability to synthesize different pieces of information, and effectively communicate that information. The ability to manage projects/timelines to achieve successful outcomes. Special Projects as requested. Your Knowledge and Experience Requires a bachelor's degree Requires at least 6 years of professional experience with 3 years in project management or vendor management experience Excellent interpersonal, verbal and written communication and presentation skills Strong interpersonal skills. Able to collaborate with other cross-functional areas to meet objectives The ability to manage projects/timelines to achieve successful outcomes. Independent problem solver, proactive, able to multitask. Patience for working on large scale problems Proficient with MS Office (Excel, Word, PowerPoint and Visio) Pay Range The pay range for this role is: $ 118800.00 to $ 178200.00 for California. Note: Please note that this range represents the pay range for this and many other positions at Blue Shield that fall into this pay grade. Blue Shield salaries are based on a variety of factors, including the candidate's experience, location (California, Bay area, or outside California), and current employee salaries for similar roles.
02/10/2025
Full time
Your Role The Risk Adjustment Prospective Program team focused on transforming health care by making it more accessible, affordable and customer-centric. The Risk Adjustment Consulting, Consultant will report to the Senior Manager of Risk Adjustment. In this role you will lead the Member Incentive Program while supporting the In-Home Visit program (IHV) within the Risk Adjustment (Prospective Program) team. This includes interaction within the Risk Adjustment team, with various cross-functional teams within Blue Shield, Blue Shield IPA/MG, working directly with our vendors and supporting our Risk Adjustment IHV program. The ideal candidate possesses excellent interpersonal skills, project management skills, organizational skills, has high attention to detail, and is self-motivated. The candidate will also possess a desire to continually learn. Your Work In this role, you will: Make recommendations based on understanding the core principles and functionality of decision, descriptive, predictive, and prescriptive analytic methods Train lower-level analysts on how to update and apply these advanced analytic techniques Drive leadership, guidance, and manage all aspects of a given program, including vendor oversight, internal cross-functional partnerships, tracking performance and measuring results Manage data analysis, documenting and verifying the assumptions used in computations such as those used in member risk data and score submissions and establishing revenue accruals Manage the development and implementation of process of company's projects involving departmental or cross-functional teams focused on delivery of new or existing internal/external programs and/or products Lead the Member Incentive Program from inception to completion Work closely with corporate finance on all budget & financial reporting related including invoice, accrual and projection Ability to synthesize different pieces of information, and effectively communicate that information. The ability to manage projects/timelines to achieve successful outcomes. Special Projects as requested. Your Knowledge and Experience Requires a bachelor's degree Requires at least 6 years of professional experience with 3 years in project management or vendor management experience Excellent interpersonal, verbal and written communication and presentation skills Strong interpersonal skills. Able to collaborate with other cross-functional areas to meet objectives The ability to manage projects/timelines to achieve successful outcomes. Independent problem solver, proactive, able to multitask. Patience for working on large scale problems Proficient with MS Office (Excel, Word, PowerPoint and Visio) Pay Range The pay range for this role is: $ 118800.00 to $ 178200.00 for California. Note: Please note that this range represents the pay range for this and many other positions at Blue Shield that fall into this pay grade. Blue Shield salaries are based on a variety of factors, including the candidate's experience, location (California, Bay area, or outside California), and current employee salaries for similar roles.
Job Description: The Team and the Role The Investments Team at Fidelity Charitable is responsible for the oversight of the charity's investment portfolio as well as execution of public securities trading. As a Senior Analyst, Investments, you will be an important member of the Investments team, supporting execution and oversight of trading order flow, data management and reporting, and general support of investment programs. You will be responsible for managed account trade compliance review and execution, as well as monitoring of automated trade flows. You will also work closely with team members and business partners on improving efficiencies and completing reporting tasks in support of investment programs. Being successful in this role requires high attention to detail, positive and professional attitude, and the ability to work in a dynamic team environment. The Expertise and Skills You Bring Bachelor's degree required with concentration in finance, economics, business management, or accounting preferred 3+ years' experience in financial services, preferably in trading, fund operations, or reporting and data management roles Experience with trading order management systems, able to learn new systems and applications quickly An understanding of financial markets and publicly traded securities as well as basic familiarity with private markets and non-traditional assets. Familiarity with managed accounts also helpful Proficient with Microsoft Excel and managing large data sets. Experience with data aggregation and visual analytics tools such as Tableau, and working knowledge of SQL helpful but not required Progress toward or interest in pursuing CFA, CFP, MBA, or other relevant certifications is helpful but not required The Value You Deliver Accurate and diligent processing and monitoring of equity, fixed income, and cryptocurrency trading Managed account trade order management and portfolio compliance reviews Detailed reporting to support investment oversight, including financial audit, tax, and regulatory needs for public and private asset holdings Real-time risk management and risk mitigation A high degree of attention to detail and an analytical approach are required Thinks critically to solve sophisticated business problems Ability to manage time effectively, set priorities and meet deadlines in a fast-paced environment Excellent communication and organizational skills, with the ability to maintain successful working relationships across a multitude of cross-functional teams Ability to quickly acquire and assimilate information from multiple sources Strong individual contributor who works effectively as a member of a highly functioning team Certifications: Company Overview Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients' money. Join Us At Fidelity, you'll find endless opportunities to build a meaningful career that positively impacts peoples' lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees' Choice Award , we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don't need a finance background to succeed at Fidelity-we offer a range of opportunities for learning so you can build the career you've always imagined. Fidelity's 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 . We welcome those with experience in jobs such as Bookkeeper, Controller, and Accountant and others in the Accounting and Finance to apply.
02/10/2025
Full time
Job Description: The Team and the Role The Investments Team at Fidelity Charitable is responsible for the oversight of the charity's investment portfolio as well as execution of public securities trading. As a Senior Analyst, Investments, you will be an important member of the Investments team, supporting execution and oversight of trading order flow, data management and reporting, and general support of investment programs. You will be responsible for managed account trade compliance review and execution, as well as monitoring of automated trade flows. You will also work closely with team members and business partners on improving efficiencies and completing reporting tasks in support of investment programs. Being successful in this role requires high attention to detail, positive and professional attitude, and the ability to work in a dynamic team environment. The Expertise and Skills You Bring Bachelor's degree required with concentration in finance, economics, business management, or accounting preferred 3+ years' experience in financial services, preferably in trading, fund operations, or reporting and data management roles Experience with trading order management systems, able to learn new systems and applications quickly An understanding of financial markets and publicly traded securities as well as basic familiarity with private markets and non-traditional assets. Familiarity with managed accounts also helpful Proficient with Microsoft Excel and managing large data sets. Experience with data aggregation and visual analytics tools such as Tableau, and working knowledge of SQL helpful but not required Progress toward or interest in pursuing CFA, CFP, MBA, or other relevant certifications is helpful but not required The Value You Deliver Accurate and diligent processing and monitoring of equity, fixed income, and cryptocurrency trading Managed account trade order management and portfolio compliance reviews Detailed reporting to support investment oversight, including financial audit, tax, and regulatory needs for public and private asset holdings Real-time risk management and risk mitigation A high degree of attention to detail and an analytical approach are required Thinks critically to solve sophisticated business problems Ability to manage time effectively, set priorities and meet deadlines in a fast-paced environment Excellent communication and organizational skills, with the ability to maintain successful working relationships across a multitude of cross-functional teams Ability to quickly acquire and assimilate information from multiple sources Strong individual contributor who works effectively as a member of a highly functioning team Certifications: Company Overview Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients' money. Join Us At Fidelity, you'll find endless opportunities to build a meaningful career that positively impacts peoples' lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees' Choice Award , we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don't need a finance background to succeed at Fidelity-we offer a range of opportunities for learning so you can build the career you've always imagined. Fidelity's 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 . We welcome those with experience in jobs such as Bookkeeper, Controller, and Accountant and others in the Accounting and Finance to apply.
Job Description: Fidelity Digital Assets is dedicated to building products and services that help institutions adopt digital assets and innovate within the increasingly digital world of finance. Fidelity Investments began researching blockchain technology and digital assets solutions in 2014, where years of research and development have provided us with the deep expertise necessary to build the future of finance. As a Senior Agile Business Analyst on the Fidelity Digital Assets Product Delivery team, you would have the opportunity to directly contribute towards this future. The Role We're looking for a collaborative, team-focused Senior Agile Business Analyst with phenomenal interpersonal skills that can work across business and technology departments and teams. This role has the unique opportunity to work on defined products and program wide initiatives. The Senior Agile Business Analyst plays a critical role in the Agile Delivery and Enablement chapter by gaining deep insights into our Fidelity Digital Assets Jira and Jira Align data. This role will provide analysis on portfolio management for Fidelity Digital Assets , at the initiative, product area and squad levels. The analysis will also extend to conduct feedback surveys to our internal members and external stakeholders to understand customer satisfaction, drivers of our success and areas of opportunity. and key performance indicators. This role requires a dedicated, curious, and passionate analyst who can: Create reports from Jira and Jira Align to provide insights into the health and progress of our initiatives and product areas Agile and Initiative level reporting Conduct feedback surveys to obtain customer satisfaction levels to drive our focus areas and improvement opportunities Provide regular reporting of key performance indicators and operational metrics to gain insight into Fidelity Digital Assets, initiatives, product area and squad level details Perform analysis using relevant analysis tools Provide constructive feedback for future process and product improvements The Expertise and Skills You Bring Jira and Jira Align experience required Bachelor's degree preferred Demonstrated knowledge (5+ years) of business analyst techniques Experience in financial services, cryptocurrency trading and custody a plus Quality Execution - attention to detail with unwavering dedication to quality Partnerships - develop positive relationships and champion a collaborative team environment Leadership - demonstrated expertise of leading, influencing, and motivating colleagues without formal authority with a track record of building engaged and empowered teams Note: Fidelity is not providing immigration sponsorship for this position The Team Fidelity Digital Assets, a Fidelity Investments Company, is developing a full-service enterprise-grade platform for storing, trading, and servicing digital assets, such as Bitcoin and Ethereum. Fidelity Digital Assets embraces an entrepreneurial culture and startup mindset while serving as one of the most innovative business units within Fidelity Investments. Our global, diverse team of hundreds of forward-thinking professionals lead with agility and creativity to build solutions that bridge the gap between traditional institutional investors and their exposure to digital assets. The firm's tenure and experience across multiple business lines present our employees with unprecedented access to knowledge, technology, and resources that help our team reshape the future of finance. The Fidelity Digital Assets Product Delivery team is central to enhancing and delivering platform capabilities that serve Fidelity Digital Assets Institutional clients and platform consumers to offer Digital Asset products to their customers. Members of our team are highly dynamic, team-oriented and partner with each other, business partners and their squads. We lead by example, seek to continuously improve, deliver creative solutions that solve complex challenges and/or advance the business, and seek to increase the value we provide through our product delivery practice. Certifications: Company Overview Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients' money. Join Us At Fidelity, you'll find endless opportunities to build a meaningful career that positively impacts peoples' lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees' Choice Award , we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don't need a finance background to succeed at Fidelity-we offer a range of opportunities for learning so you can build the career you've always imagined. Fidelity's 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 . We welcome those with experience in jobs such as General, General, and General and others in the General to apply.
02/10/2025
Full time
Job Description: Fidelity Digital Assets is dedicated to building products and services that help institutions adopt digital assets and innovate within the increasingly digital world of finance. Fidelity Investments began researching blockchain technology and digital assets solutions in 2014, where years of research and development have provided us with the deep expertise necessary to build the future of finance. As a Senior Agile Business Analyst on the Fidelity Digital Assets Product Delivery team, you would have the opportunity to directly contribute towards this future. The Role We're looking for a collaborative, team-focused Senior Agile Business Analyst with phenomenal interpersonal skills that can work across business and technology departments and teams. This role has the unique opportunity to work on defined products and program wide initiatives. The Senior Agile Business Analyst plays a critical role in the Agile Delivery and Enablement chapter by gaining deep insights into our Fidelity Digital Assets Jira and Jira Align data. This role will provide analysis on portfolio management for Fidelity Digital Assets , at the initiative, product area and squad levels. The analysis will also extend to conduct feedback surveys to our internal members and external stakeholders to understand customer satisfaction, drivers of our success and areas of opportunity. and key performance indicators. This role requires a dedicated, curious, and passionate analyst who can: Create reports from Jira and Jira Align to provide insights into the health and progress of our initiatives and product areas Agile and Initiative level reporting Conduct feedback surveys to obtain customer satisfaction levels to drive our focus areas and improvement opportunities Provide regular reporting of key performance indicators and operational metrics to gain insight into Fidelity Digital Assets, initiatives, product area and squad level details Perform analysis using relevant analysis tools Provide constructive feedback for future process and product improvements The Expertise and Skills You Bring Jira and Jira Align experience required Bachelor's degree preferred Demonstrated knowledge (5+ years) of business analyst techniques Experience in financial services, cryptocurrency trading and custody a plus Quality Execution - attention to detail with unwavering dedication to quality Partnerships - develop positive relationships and champion a collaborative team environment Leadership - demonstrated expertise of leading, influencing, and motivating colleagues without formal authority with a track record of building engaged and empowered teams Note: Fidelity is not providing immigration sponsorship for this position The Team Fidelity Digital Assets, a Fidelity Investments Company, is developing a full-service enterprise-grade platform for storing, trading, and servicing digital assets, such as Bitcoin and Ethereum. Fidelity Digital Assets embraces an entrepreneurial culture and startup mindset while serving as one of the most innovative business units within Fidelity Investments. Our global, diverse team of hundreds of forward-thinking professionals lead with agility and creativity to build solutions that bridge the gap between traditional institutional investors and their exposure to digital assets. The firm's tenure and experience across multiple business lines present our employees with unprecedented access to knowledge, technology, and resources that help our team reshape the future of finance. The Fidelity Digital Assets Product Delivery team is central to enhancing and delivering platform capabilities that serve Fidelity Digital Assets Institutional clients and platform consumers to offer Digital Asset products to their customers. Members of our team are highly dynamic, team-oriented and partner with each other, business partners and their squads. We lead by example, seek to continuously improve, deliver creative solutions that solve complex challenges and/or advance the business, and seek to increase the value we provide through our product delivery practice. Certifications: Company Overview Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients' money. Join Us At Fidelity, you'll find endless opportunities to build a meaningful career that positively impacts peoples' lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees' Choice Award , we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don't need a finance background to succeed at Fidelity-we offer a range of opportunities for learning so you can build the career you've always imagined. Fidelity's 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 . We welcome those with experience in jobs such as General, General, and General and others in the General to apply.
Your Role The Sr. Principal Actuarial Analyst for our Medi-Cal team is responsible for overseeing rate development & rate analysis, Medi-Cal program analysis, experience reporting, and Medi-Cal program strategy. This position requires directly managing 1 actuarial analyst and partnering with Senior Leadership and cross-functional teams to drive successful strategy and analytics. This role will report directly to the Senior Director of Medicare Finance & CFO Promise Health Plan. Our leadership model is about developing great leaders at all levels and creating opportunities for our people to grow - personally, professionally, and financially. We are looking for leaders that are energized by creative and critical thinking, building and sustaining high-performing teams, getting results the right way, and fostering continuous learning. Your Work In this role, you will: Rate Development/Analysis; Influence & Negotiation Be responsible for developing, updating, and evaluating all rate packages from DHCS including development factors, trend support, actuarial assumptions, program analysis, and risks or opportunities Report to the CFO of Promise Health Plan and senior executives of Promise Health Plan financial opportunities and areas of focus for performance optimization Assist with, and influence, rate negotiation and rate guidance Revenue & Cost of Healthcare Forecasting for Medi-Cal / Promise Health Plan Develop, implement, manage and own advanced analytics projects from end to end and proactively add improvements and enhancements Explain and influence the project to audiences outside the job function and to senior leaders. Will drive and ensure alignment of project with team goals and long-term strategic goals Conduct and develop analysis, assess risk and population risk scores and assignment, develop pricing and trends, assess changes in benefit designs, develop reserves, perform forecasting, analyze provider reimbursement terms and/or evaluate actuarial risk related analysis Medi-Cal Program Actuarial Support & Revenue optimization Financial and Actuarial Process support and Talent development Medi-Cal strategy development & program planning Acts as the lead subject matter expert in the data areas of claim, premium, membership, and/or risk score assignment Work closely with Senior Leadership at Promise Health Plan to understand strategic direction and financial strengths and opportunities Partner with financial and actuarial leaders to strengthen finance and actuarial processes and build strong talent pipelines Partner with CFO of Promise Health Plan on annual budget setting process and on-going forecasting processes Responsible for evaluating and explaining monthly financial variances to plan for revenue and cost of healthcare Understand the core principles and act as an expert within a specialized discipline, along with the functionality underlying decision, descriptive, predictive and prescriptive advanced analytic methods Your Knowledge and Experience Requires a college degree in mathematics, statistics, computer science or equivalent business experience Requires 10 years of professional health actuarial experience. Requires a minimum of 5 years of experience in health actuarial pricing Requires an ASA Requires expertise in the California Medi-Cal program, from either the carrier or consultant side Requires experience in rate development, rate analysis, and performance evaluation of a health plan Requires extensive knowledge of job area (including health plan operations) and regulations obtained through professional experience and advanced education Requires a mastery level knowledge within the Actuarial job area and may have deeper knowledge of project management Requires a high proficiency in applied statistics skills, such as distributions, statistical testing, and regression Requires the ability to program in SQL, SAS and/or Tableau, and experience with common data science toolkits such as R and Python Pay Range: The pay range for this role is: $176600.00 to $264900.00 for California. The pay range for this role is $160500.00 to $240800.00 for outside of California Note: Please note that this range represents the pay range for this and many other positions at Blue Shield that fall into this pay grade. Blue Shield salaries are based on a variety of factors, including the candidate's experience, location (California, Bay area, or outside California), and current employee salaries for similar roles.
02/10/2025
Full time
Your Role The Sr. Principal Actuarial Analyst for our Medi-Cal team is responsible for overseeing rate development & rate analysis, Medi-Cal program analysis, experience reporting, and Medi-Cal program strategy. This position requires directly managing 1 actuarial analyst and partnering with Senior Leadership and cross-functional teams to drive successful strategy and analytics. This role will report directly to the Senior Director of Medicare Finance & CFO Promise Health Plan. Our leadership model is about developing great leaders at all levels and creating opportunities for our people to grow - personally, professionally, and financially. We are looking for leaders that are energized by creative and critical thinking, building and sustaining high-performing teams, getting results the right way, and fostering continuous learning. Your Work In this role, you will: Rate Development/Analysis; Influence & Negotiation Be responsible for developing, updating, and evaluating all rate packages from DHCS including development factors, trend support, actuarial assumptions, program analysis, and risks or opportunities Report to the CFO of Promise Health Plan and senior executives of Promise Health Plan financial opportunities and areas of focus for performance optimization Assist with, and influence, rate negotiation and rate guidance Revenue & Cost of Healthcare Forecasting for Medi-Cal / Promise Health Plan Develop, implement, manage and own advanced analytics projects from end to end and proactively add improvements and enhancements Explain and influence the project to audiences outside the job function and to senior leaders. Will drive and ensure alignment of project with team goals and long-term strategic goals Conduct and develop analysis, assess risk and population risk scores and assignment, develop pricing and trends, assess changes in benefit designs, develop reserves, perform forecasting, analyze provider reimbursement terms and/or evaluate actuarial risk related analysis Medi-Cal Program Actuarial Support & Revenue optimization Financial and Actuarial Process support and Talent development Medi-Cal strategy development & program planning Acts as the lead subject matter expert in the data areas of claim, premium, membership, and/or risk score assignment Work closely with Senior Leadership at Promise Health Plan to understand strategic direction and financial strengths and opportunities Partner with financial and actuarial leaders to strengthen finance and actuarial processes and build strong talent pipelines Partner with CFO of Promise Health Plan on annual budget setting process and on-going forecasting processes Responsible for evaluating and explaining monthly financial variances to plan for revenue and cost of healthcare Understand the core principles and act as an expert within a specialized discipline, along with the functionality underlying decision, descriptive, predictive and prescriptive advanced analytic methods Your Knowledge and Experience Requires a college degree in mathematics, statistics, computer science or equivalent business experience Requires 10 years of professional health actuarial experience. Requires a minimum of 5 years of experience in health actuarial pricing Requires an ASA Requires expertise in the California Medi-Cal program, from either the carrier or consultant side Requires experience in rate development, rate analysis, and performance evaluation of a health plan Requires extensive knowledge of job area (including health plan operations) and regulations obtained through professional experience and advanced education Requires a mastery level knowledge within the Actuarial job area and may have deeper knowledge of project management Requires a high proficiency in applied statistics skills, such as distributions, statistical testing, and regression Requires the ability to program in SQL, SAS and/or Tableau, and experience with common data science toolkits such as R and Python Pay Range: The pay range for this role is: $176600.00 to $264900.00 for California. The pay range for this role is $160500.00 to $240800.00 for outside of California Note: Please note that this range represents the pay range for this and many other positions at Blue Shield that fall into this pay grade. Blue Shield salaries are based on a variety of factors, including the candidate's experience, location (California, Bay area, or outside California), and current employee salaries for similar roles.
Job Description: Senior Analyst - Crypto Digital Experience Fidelity Digital Assets (FDA) is dedicated to building products and services that help both institutional and retail clients invest in digital assets and innovate within the increasingly digital world of finance. Fidelity Investments began researching blockchain technology and digital assets solutions in 2014, where years of research and development have provided us with the deep expertise necessary to build the future of finance. As a Sr. Product Delivery Analyst on the FDA Product Delivery team you would have the opportunity to directly contribute towards this future. The Role In this role, you will analyze both current and new business and technical processes, identify system interfaces and dependencies, and document process and system flows. You will collaborate closely with various squads within the domain and across business, LRC, marketing, and technology teams. Your insights will help assess systems, identify dependencies, and sequence work effectively. An ability to navigate between business and technology teams will be essential as we enhance existing applications and build new product offerings. The work you do is essential to ensure the seamless implementation of new digital solutions that delight our clients and help our business to grow and scale. This role requires a dedicated, curious, and passionate analyst who will: Leads analysis efforts using process flows, screen mockups, data, use cases and other relevant analysis tools Advocates for high quality solutions by performing feasibility and cost/benefits analysis and making recommendations to the systems design Develop positive relationships and champion a collaborative team environment Extract, analyze, and supply data that assists in decision-making Work with engineering and business teams to ensure adequate test coverage of system changes/enhancements and ensuring requirements are being met Bring curiosity and a questioning mind-set to work, asking about the "why" and the "value" of new features/enhancements we build Lead team members to clearly and completely define the scope of problems, in terms of business and/or system requirements and processes. Evaluate the design of existing and in-development systems to assess their functionality, dependability, and maintainability Produce and/or maintain system feature design documentation and user training and materials Implement product delivery process efficiencies and best practices Engage with user research and client services teams to understand customer needs Partner with user experience designers to develop creative solutions that improve the client experiences to drive business results The Expertise and Skills You Bring Bachelor's degree in either Computer Science, Information Systems, Mathematics or Business related field 5+ years of experience related to analysis and product delivery Experience with systems development methodologies and formal documentation processes. Moderate expertise in analyzing end-to-end processes, using tools and techniques for data presentation and analysis, including REST API technologies, SQL, JSON, and Postman/Insomnia. Analytical approach capable of assessing the magnitude and impact of work at a granular level, down to individual user stories. Data-driven approach to decision-making, with the ability to measure, collect, and leverage data effectively while balancing intuition. Strong written and verbal communication skills, with the technical savvy to drive outcomes and influence stakeholders effectively. Ability to navigate ambiguity with flexibility and adaptability. Willingness to dive in and understand code for analysis and support purposes Able to understand the technology and software architecture of an application The Team The Fidelity Digital Assets Product Delivery function drives the delivery and execution of multiple product areas and initiatives to increase business value and customer satisfaction. The Fidelity Crypto experience product area is accountable for the ongoing management and integration of key capabilities within the Fidelity Crypto digital product experience. Members of our team are highly dynamic, team-oriented and partner with each other, business partners and their squads. We lead by example, seek to continuously improve, deliver creative solutions that solve complex challenges and/or advance the business, and seek to increase the value we provide through our product delivery practice Certifications: Company Overview Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients' money. Join Us At Fidelity, you'll find endless opportunities to build a meaningful career that positively impacts peoples' lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees' Choice Award , we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don't need a finance background to succeed at Fidelity-we offer a range of opportunities for learning so you can build the career you've always imagined. Fidelity's 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 . We welcome those with experience in jobs such as General, General, and General and others in the General to apply.
02/10/2025
Full time
Job Description: Senior Analyst - Crypto Digital Experience Fidelity Digital Assets (FDA) is dedicated to building products and services that help both institutional and retail clients invest in digital assets and innovate within the increasingly digital world of finance. Fidelity Investments began researching blockchain technology and digital assets solutions in 2014, where years of research and development have provided us with the deep expertise necessary to build the future of finance. As a Sr. Product Delivery Analyst on the FDA Product Delivery team you would have the opportunity to directly contribute towards this future. The Role In this role, you will analyze both current and new business and technical processes, identify system interfaces and dependencies, and document process and system flows. You will collaborate closely with various squads within the domain and across business, LRC, marketing, and technology teams. Your insights will help assess systems, identify dependencies, and sequence work effectively. An ability to navigate between business and technology teams will be essential as we enhance existing applications and build new product offerings. The work you do is essential to ensure the seamless implementation of new digital solutions that delight our clients and help our business to grow and scale. This role requires a dedicated, curious, and passionate analyst who will: Leads analysis efforts using process flows, screen mockups, data, use cases and other relevant analysis tools Advocates for high quality solutions by performing feasibility and cost/benefits analysis and making recommendations to the systems design Develop positive relationships and champion a collaborative team environment Extract, analyze, and supply data that assists in decision-making Work with engineering and business teams to ensure adequate test coverage of system changes/enhancements and ensuring requirements are being met Bring curiosity and a questioning mind-set to work, asking about the "why" and the "value" of new features/enhancements we build Lead team members to clearly and completely define the scope of problems, in terms of business and/or system requirements and processes. Evaluate the design of existing and in-development systems to assess their functionality, dependability, and maintainability Produce and/or maintain system feature design documentation and user training and materials Implement product delivery process efficiencies and best practices Engage with user research and client services teams to understand customer needs Partner with user experience designers to develop creative solutions that improve the client experiences to drive business results The Expertise and Skills You Bring Bachelor's degree in either Computer Science, Information Systems, Mathematics or Business related field 5+ years of experience related to analysis and product delivery Experience with systems development methodologies and formal documentation processes. Moderate expertise in analyzing end-to-end processes, using tools and techniques for data presentation and analysis, including REST API technologies, SQL, JSON, and Postman/Insomnia. Analytical approach capable of assessing the magnitude and impact of work at a granular level, down to individual user stories. Data-driven approach to decision-making, with the ability to measure, collect, and leverage data effectively while balancing intuition. Strong written and verbal communication skills, with the technical savvy to drive outcomes and influence stakeholders effectively. Ability to navigate ambiguity with flexibility and adaptability. Willingness to dive in and understand code for analysis and support purposes Able to understand the technology and software architecture of an application The Team The Fidelity Digital Assets Product Delivery function drives the delivery and execution of multiple product areas and initiatives to increase business value and customer satisfaction. The Fidelity Crypto experience product area is accountable for the ongoing management and integration of key capabilities within the Fidelity Crypto digital product experience. Members of our team are highly dynamic, team-oriented and partner with each other, business partners and their squads. We lead by example, seek to continuously improve, deliver creative solutions that solve complex challenges and/or advance the business, and seek to increase the value we provide through our product delivery practice Certifications: Company Overview Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients' money. Join Us At Fidelity, you'll find endless opportunities to build a meaningful career that positively impacts peoples' lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees' Choice Award , we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don't need a finance background to succeed at Fidelity-we offer a range of opportunities for learning so you can build the career you've always imagined. Fidelity's 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 . We welcome those with experience in jobs such as General, General, and General and others in the General to apply.
Job Description: Fidelity Digital Assets (FDA) is dedicated to building products and services that help customers adopt digital assets and innovate within the increasingly digital world of finance. Fidelity Investments began researching blockchain technology and digital assets solutions in 2014, where years of research and development have provided us with the deep expertise necessary to build the future of finance. As a Senior Manager - Product Delivery Analysis on the FDA Product Delivery team you would have the opportunity to directly contribute towards this future. The Role This role blends a deep level of expertise for delivering product solutions with a passion for developing and leading people. In our agile structure, you will function both independently and as a manager of Business Analysts. Your contributions will enable your team to develop in their area of expertise and ensure alignment on the work they perform in squads. You will also partner with the Chapter Leader to analyze and deliver product enhancements, manage squad alignment, enhance, and share analysis best practices, and lead Chapter efforts. The Business Analysts in our Chapter play a critical role in requirements elicitation, user story documentation, test case management, and product deployment. The Business Analysts collaborate closely with team members in operations, client service, business development, risk, compliance, legal and technology areas. This role requires a dedicated, curious, and passionate individual who can: Lead a team of business analysts that bridge the gap between technology and business to build, test, and deliver trusted solutions for our internal teams and customers Build product delivery best practices related to requirements elicitation, use case documentation, test case management, release note management, and stakeholder management Attract, develop, and retain a strong team of business analysts Provide day to day leadership for their team as they support the overall goals of Fidelity Digital Assets Create project documentation including current/future state diagrams, process flows, business requirements, test cases and issue tracking Share constructive feedback for future process and product improvements Act as a role model and promote Fidelity leadership behaviors to create an innovative, agile culture Support and coach members of our team to enable them to deliver more value in their squads The Expertise and Skills You Bring Bachelor's degree preferred 7+ years of overall experience spanning across Business/System Analysis, Project/Program Management, and People Leadership Product Development Lifecycle Expertise Extensive experience with business analysis tools and techniques, process mapping, use case documentation, requirements elicitation, design validation, test creation, test execution, and product deployment. Leadership - Demonstrated expertise with leading, influencing, and motivating colleagues with and/or without formal authority. Committed and inspirational people leader excited about mentoring and developing your team. Partnerships - Ability to negotiate, influence, and collaborate with business and technology partners to deliver creative solutions to complex business problems. Proven ability to facilitate meetings with various audiences, drive to decisions, and document outcomes. Excellent interpersonal and communication skills with which you build and grow strong cross-functional partnerships and relationships at all levels of the organization, develop positive relationships, and champion a collaborative team environment. The Team The FDA Product Delivery team is central to enhancing and delivering platform capabilities that serve FDA Institutional clients and platform consumers to offer Digital Asset products to their customers. Members of our team are highly dynamic, team-oriented and partner with each other, business partners, and their squads. We lead by example, seek to continuously improve, deliver creative solutions that solve complex challenges and/or advance the business, and seek to increase the value we provide through our product delivery practice. Certifications: Company Overview Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients' money. Join Us At Fidelity, you'll find endless opportunities to build a meaningful career that positively impacts peoples' lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees' Choice Award , we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don't need a finance background to succeed at Fidelity-we offer a range of opportunities for learning so you can build the career you've always imagined. Fidelity's 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 . We welcome those with experience in jobs such as Financial Analyst, Residential Real Estate Agent, and Payroll Specialist and others in the Accounting and Finance to apply.
02/10/2025
Full time
Job Description: Fidelity Digital Assets (FDA) is dedicated to building products and services that help customers adopt digital assets and innovate within the increasingly digital world of finance. Fidelity Investments began researching blockchain technology and digital assets solutions in 2014, where years of research and development have provided us with the deep expertise necessary to build the future of finance. As a Senior Manager - Product Delivery Analysis on the FDA Product Delivery team you would have the opportunity to directly contribute towards this future. The Role This role blends a deep level of expertise for delivering product solutions with a passion for developing and leading people. In our agile structure, you will function both independently and as a manager of Business Analysts. Your contributions will enable your team to develop in their area of expertise and ensure alignment on the work they perform in squads. You will also partner with the Chapter Leader to analyze and deliver product enhancements, manage squad alignment, enhance, and share analysis best practices, and lead Chapter efforts. The Business Analysts in our Chapter play a critical role in requirements elicitation, user story documentation, test case management, and product deployment. The Business Analysts collaborate closely with team members in operations, client service, business development, risk, compliance, legal and technology areas. This role requires a dedicated, curious, and passionate individual who can: Lead a team of business analysts that bridge the gap between technology and business to build, test, and deliver trusted solutions for our internal teams and customers Build product delivery best practices related to requirements elicitation, use case documentation, test case management, release note management, and stakeholder management Attract, develop, and retain a strong team of business analysts Provide day to day leadership for their team as they support the overall goals of Fidelity Digital Assets Create project documentation including current/future state diagrams, process flows, business requirements, test cases and issue tracking Share constructive feedback for future process and product improvements Act as a role model and promote Fidelity leadership behaviors to create an innovative, agile culture Support and coach members of our team to enable them to deliver more value in their squads The Expertise and Skills You Bring Bachelor's degree preferred 7+ years of overall experience spanning across Business/System Analysis, Project/Program Management, and People Leadership Product Development Lifecycle Expertise Extensive experience with business analysis tools and techniques, process mapping, use case documentation, requirements elicitation, design validation, test creation, test execution, and product deployment. Leadership - Demonstrated expertise with leading, influencing, and motivating colleagues with and/or without formal authority. Committed and inspirational people leader excited about mentoring and developing your team. Partnerships - Ability to negotiate, influence, and collaborate with business and technology partners to deliver creative solutions to complex business problems. Proven ability to facilitate meetings with various audiences, drive to decisions, and document outcomes. Excellent interpersonal and communication skills with which you build and grow strong cross-functional partnerships and relationships at all levels of the organization, develop positive relationships, and champion a collaborative team environment. The Team The FDA Product Delivery team is central to enhancing and delivering platform capabilities that serve FDA Institutional clients and platform consumers to offer Digital Asset products to their customers. Members of our team are highly dynamic, team-oriented and partner with each other, business partners, and their squads. We lead by example, seek to continuously improve, deliver creative solutions that solve complex challenges and/or advance the business, and seek to increase the value we provide through our product delivery practice. Certifications: Company Overview Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients' money. Join Us At Fidelity, you'll find endless opportunities to build a meaningful career that positively impacts peoples' lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees' Choice Award , we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don't need a finance background to succeed at Fidelity-we offer a range of opportunities for learning so you can build the career you've always imagined. Fidelity's 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 . We welcome those with experience in jobs such as Financial Analyst, Residential Real Estate Agent, and Payroll Specialist and others in the Accounting and Finance to apply.
Job Description: Be a part of Fidelity Asset Management's digital asset initiatives and join Fidelity's efforts to further the framework and structure needed in crypto research, tokenization, investment product development, distribution, and digital asset education. The Fidelity Digital Asset Management team strives to deliver a diverse range of digital asset investment vehicles and capabilities to meet the growing needs of our retail, intermediary, and institutional clients. The team includes compliance, trading, business development, product, fund operations, and business operations. The Role As a compliance associate for the digital asset team, you will build and maintain relationships with business partners, advise on policy matters, and coordinate key compliance activities relevant to digital assets. You are responsible for working with the broader Asset Management Compliance ('AMC') group to implement this compliance program, which supports critical initiatives, new products, business partner reporting, and error resolution. In this role, you will build and maintain strong working relationships with Fidelity senior management, providing timely awareness of key risks, issues, and results with Asset Management leaders. This role will include a blend of at-home and in-office work. Learn more about how Fidelity has adopted Dynamic Working . Asset Management Compliance AMC works closely with the investment teams across all asset classes reviewing global regulations, investor requirements, and corporate policies in the interest of promoting customer trust and confidence in Fidelity. AMC is committed to driving Fidelity forward through business partnership and stewardship, platform modernization, and talent development. AMC associates are passionate about delivering sound guidance and creative solutions timely to support Asset Management in delivering the best customer experience in the financial services industry. Primary Responsibilities Assist with the design and maintenance of the digital asset compliance program and help serve as a compliance contact for digital assets. Assist developing an overall strategic vision for the digital asset compliance functional areas. Develop compliance policies and procedures; monitor the design and operating effectiveness of controls; track legal and regulatory changes and trends; identify and resolve digital assets compliance issues; and help oversee regulatory examinations and assessments. Support from a compliance standpoint a broad range of activity across digital asset products and services businesses, including developing new products and services and launching new business initiatives. Partner with trading, portfolio management, research, legal, risk and operational teams in support of operations and client portfolios. The Expertise You Have At least 10 years financial services experience, including a focus on digital assets and a preference for a background in compliance, legal and/or regulatory experience. Strong technical understanding and technical experience with digital assets and blockchain technologies, including various crypto assets/tokens, tokenization of assets on-chain, smart contracts, private keys, stablecoins, staking of rewards, slashing, MEV relays, as well as non-fungible tokens (NFTs), central bank digital currencies (CBDCs), security tokens, and different types of blockchain protocols and blockchains. Strong understanding of the asset management industry, securities markets, and buy-side trading. Broad familiarity with digital assets. Ability to think, influence and act quickly in response to issues. The Skills You Bring Outstanding relationship management, communication, collaboration, and influencing skills. Entrepreneurial thinker; accountable for and skilled in exercising good judgment. High degree of integrity and strong work ethic; orientation toward results; positive demeanor. Strong analytical, interpersonal, and problem-solving skills. Ability to simultaneously identify, prioritize, and address multiple issues and quickly respond to shifts in priorities. Ability to collaborate with others in a team-oriented, fast-paced environment. Outstanding organizational skills, including managing project teams while also contributing individual work. Ability to drive operational improvements through technology solutions. Certifications: Company Overview Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients' money. Join Us At Fidelity, you'll find endless opportunities to build a meaningful career that positively impacts peoples' lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees' Choice Award , we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don't need a finance background to succeed at Fidelity-we offer a range of opportunities for learning so you can build the career you've always imagined. Fidelity's 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 . We welcome those with experience in jobs such as Billing and Posting Clerk, Retail Sales Representative, and Financial Analyst and others in the Accounting and Finance to apply.
02/10/2025
Full time
Job Description: Be a part of Fidelity Asset Management's digital asset initiatives and join Fidelity's efforts to further the framework and structure needed in crypto research, tokenization, investment product development, distribution, and digital asset education. The Fidelity Digital Asset Management team strives to deliver a diverse range of digital asset investment vehicles and capabilities to meet the growing needs of our retail, intermediary, and institutional clients. The team includes compliance, trading, business development, product, fund operations, and business operations. The Role As a compliance associate for the digital asset team, you will build and maintain relationships with business partners, advise on policy matters, and coordinate key compliance activities relevant to digital assets. You are responsible for working with the broader Asset Management Compliance ('AMC') group to implement this compliance program, which supports critical initiatives, new products, business partner reporting, and error resolution. In this role, you will build and maintain strong working relationships with Fidelity senior management, providing timely awareness of key risks, issues, and results with Asset Management leaders. This role will include a blend of at-home and in-office work. Learn more about how Fidelity has adopted Dynamic Working . Asset Management Compliance AMC works closely with the investment teams across all asset classes reviewing global regulations, investor requirements, and corporate policies in the interest of promoting customer trust and confidence in Fidelity. AMC is committed to driving Fidelity forward through business partnership and stewardship, platform modernization, and talent development. AMC associates are passionate about delivering sound guidance and creative solutions timely to support Asset Management in delivering the best customer experience in the financial services industry. Primary Responsibilities Assist with the design and maintenance of the digital asset compliance program and help serve as a compliance contact for digital assets. Assist developing an overall strategic vision for the digital asset compliance functional areas. Develop compliance policies and procedures; monitor the design and operating effectiveness of controls; track legal and regulatory changes and trends; identify and resolve digital assets compliance issues; and help oversee regulatory examinations and assessments. Support from a compliance standpoint a broad range of activity across digital asset products and services businesses, including developing new products and services and launching new business initiatives. Partner with trading, portfolio management, research, legal, risk and operational teams in support of operations and client portfolios. The Expertise You Have At least 10 years financial services experience, including a focus on digital assets and a preference for a background in compliance, legal and/or regulatory experience. Strong technical understanding and technical experience with digital assets and blockchain technologies, including various crypto assets/tokens, tokenization of assets on-chain, smart contracts, private keys, stablecoins, staking of rewards, slashing, MEV relays, as well as non-fungible tokens (NFTs), central bank digital currencies (CBDCs), security tokens, and different types of blockchain protocols and blockchains. Strong understanding of the asset management industry, securities markets, and buy-side trading. Broad familiarity with digital assets. Ability to think, influence and act quickly in response to issues. The Skills You Bring Outstanding relationship management, communication, collaboration, and influencing skills. Entrepreneurial thinker; accountable for and skilled in exercising good judgment. High degree of integrity and strong work ethic; orientation toward results; positive demeanor. Strong analytical, interpersonal, and problem-solving skills. Ability to simultaneously identify, prioritize, and address multiple issues and quickly respond to shifts in priorities. Ability to collaborate with others in a team-oriented, fast-paced environment. Outstanding organizational skills, including managing project teams while also contributing individual work. Ability to drive operational improvements through technology solutions. Certifications: Company Overview Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients' money. Join Us At Fidelity, you'll find endless opportunities to build a meaningful career that positively impacts peoples' lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees' Choice Award , we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don't need a finance background to succeed at Fidelity-we offer a range of opportunities for learning so you can build the career you've always imagined. Fidelity's 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 . We welcome those with experience in jobs such as Billing and Posting Clerk, Retail Sales Representative, and Financial Analyst and others in the Accounting and Finance to apply.
Job Description: Senior Analyst - Account Opening & Onboarding Fidelity Digital Assets (FDA) is dedicated to building products and services that help both institutional and retail clients invest in digital assets and innovate within the increasingly digital world of finance. Fidelity Investments began researching blockchain technology and digital assets solutions in 2014, where years of research and development have provided us with the deep expertise necessary to build the future of finance. As a Sr. Product Delivery Analyst on the FDA Product Delivery team you would have the opportunity to directly contribute towards this future. The Role In this role, you will analyze both current and new business and technical processes, identify system interfaces and dependencies, and document process and system flows. You will collaborate closely with various squads within the domain and across business, LRC, marketing, and technology teams. Your insights will help assess systems, identify dependencies, and sequence work effectively. An ability to navigate between business and technology teams will be essential as we enhance existing applications and build new product offerings. The work you do is essential to ensure the seamless implementation of new digital solutions that delight our clients and help our business to grow and scale. This role requires a dedicated, curious, and passionate analyst who will: Leads analysis efforts using process flows, screen mockups, data, use cases and other relevant analysis tools Advocates for high quality solutions by performing feasibility and cost/benefits analysis and making recommendations to the systems design Develop positive relationships and champion a collaborative team environment Extract, analyze, and supply data that assists in decision-making Work with engineering and business teams to ensure adequate test coverage of system changes/enhancements and ensuring requirements are being met Bring curiosity and a questioning mind-set to work, asking about the "why" and the "value" of new features/enhancements we build Lead team members to clearly and completely define the scope of problems, in terms of business and/or system requirements and processes. Evaluate the design of existing and in-development systems to assess their functionality, dependability, and maintainability Produce and/or maintain system feature design documentation and user training and materials Implement product delivery process efficiencies and best practices Engage with user research and client services teams to understand customer needs Partner with user experience designers to develop creative solutions that improve the client experiences to drive business results The Expertise and Skills You Bring Bachelor's degree in either Computer Science, Information Systems, Mathematics or Business related field 5+ years of experience related to analysis and product delivery Experience with systems development methodologies and formal documentation processes. Moderate expertise in analyzing end-to-end processes, using tools and techniques for data presentation and analysis, including REST API technologies, SQL, JSON, and Postman/Insomnia. Analytical approach capable of assessing the magnitude and impact of work at a granular level, down to individual user stories. Data-driven approach to decision-making, with the ability to measure, collect, and leverage data effectively while balancing intuition. Strong written and verbal communication skills, with the technical savvy to drive outcomes and influence stakeholders effectively. Ability to navigate ambiguity with flexibility and adaptability. Willingness to dive in and understand code for analysis and support purposes Able to understand the technology and software architecture of an application The Team The Fidelity Digital Assets Product Delivery function drives the delivery and execution of multiple product areas and initiatives to increase business value and customer satisfaction. The Fidelity Crypto experience product area is accountable for the ongoing management and integration of key capabilities within the Fidelity Crypto digital product experience. Members of our team are highly dynamic, team-oriented and partner with each other, business partners and their squads. We lead by example, seek to continuously improve, deliver creative solutions that solve complex challenges and/or advance the business, and seek to increase the value we provide through our product delivery practice Certifications: Company Overview Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients' money. Join Us At Fidelity, you'll find endless opportunities to build a meaningful career that positively impacts peoples' lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees' Choice Award , we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don't need a finance background to succeed at Fidelity-we offer a range of opportunities for learning so you can build the career you've always imagined. Fidelity's 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 . We welcome those with experience in jobs such as General, General, and General and others in the General to apply.
02/10/2025
Full time
Job Description: Senior Analyst - Account Opening & Onboarding Fidelity Digital Assets (FDA) is dedicated to building products and services that help both institutional and retail clients invest in digital assets and innovate within the increasingly digital world of finance. Fidelity Investments began researching blockchain technology and digital assets solutions in 2014, where years of research and development have provided us with the deep expertise necessary to build the future of finance. As a Sr. Product Delivery Analyst on the FDA Product Delivery team you would have the opportunity to directly contribute towards this future. The Role In this role, you will analyze both current and new business and technical processes, identify system interfaces and dependencies, and document process and system flows. You will collaborate closely with various squads within the domain and across business, LRC, marketing, and technology teams. Your insights will help assess systems, identify dependencies, and sequence work effectively. An ability to navigate between business and technology teams will be essential as we enhance existing applications and build new product offerings. The work you do is essential to ensure the seamless implementation of new digital solutions that delight our clients and help our business to grow and scale. This role requires a dedicated, curious, and passionate analyst who will: Leads analysis efforts using process flows, screen mockups, data, use cases and other relevant analysis tools Advocates for high quality solutions by performing feasibility and cost/benefits analysis and making recommendations to the systems design Develop positive relationships and champion a collaborative team environment Extract, analyze, and supply data that assists in decision-making Work with engineering and business teams to ensure adequate test coverage of system changes/enhancements and ensuring requirements are being met Bring curiosity and a questioning mind-set to work, asking about the "why" and the "value" of new features/enhancements we build Lead team members to clearly and completely define the scope of problems, in terms of business and/or system requirements and processes. Evaluate the design of existing and in-development systems to assess their functionality, dependability, and maintainability Produce and/or maintain system feature design documentation and user training and materials Implement product delivery process efficiencies and best practices Engage with user research and client services teams to understand customer needs Partner with user experience designers to develop creative solutions that improve the client experiences to drive business results The Expertise and Skills You Bring Bachelor's degree in either Computer Science, Information Systems, Mathematics or Business related field 5+ years of experience related to analysis and product delivery Experience with systems development methodologies and formal documentation processes. Moderate expertise in analyzing end-to-end processes, using tools and techniques for data presentation and analysis, including REST API technologies, SQL, JSON, and Postman/Insomnia. Analytical approach capable of assessing the magnitude and impact of work at a granular level, down to individual user stories. Data-driven approach to decision-making, with the ability to measure, collect, and leverage data effectively while balancing intuition. Strong written and verbal communication skills, with the technical savvy to drive outcomes and influence stakeholders effectively. Ability to navigate ambiguity with flexibility and adaptability. Willingness to dive in and understand code for analysis and support purposes Able to understand the technology and software architecture of an application The Team The Fidelity Digital Assets Product Delivery function drives the delivery and execution of multiple product areas and initiatives to increase business value and customer satisfaction. The Fidelity Crypto experience product area is accountable for the ongoing management and integration of key capabilities within the Fidelity Crypto digital product experience. Members of our team are highly dynamic, team-oriented and partner with each other, business partners and their squads. We lead by example, seek to continuously improve, deliver creative solutions that solve complex challenges and/or advance the business, and seek to increase the value we provide through our product delivery practice Certifications: Company Overview Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients' money. Join Us At Fidelity, you'll find endless opportunities to build a meaningful career that positively impacts peoples' lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees' Choice Award , we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don't need a finance background to succeed at Fidelity-we offer a range of opportunities for learning so you can build the career you've always imagined. Fidelity's 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 . We welcome those with experience in jobs such as General, General, and General and others in the General to apply.
Job Description: Senior Quantitative Developer The Role We are looking for a Senior Quantitative Developer that will be a part of a dynamic and fast-paced development team within Quantitative Research and Investment Technology supporting Fidelity Asset Management Solutions (FAMS) researchers and analysts. This is a hands-on development role where you will be 'embedded' within the quantitative research team and will partner with the investment teams on various projects including portfolio construction, risk management, and alpha research. You will contribute to build high quality, robust, and efficient analytical solutions that will be used to improve FAMS investment processes. The Expertise and Skills You Bring Bachelor's degree or higher in computer science, mathematics, or a related field. Progress towards CFA (or equivalent) a plus 3+ years of hands-on experience as a quantitative developer developing financial models and software solutions. Solid software development skills including expertise in Python and SQL, working knowledge of R preferred. Understanding of quantitative techniques and methods, statistics and econometrics - including probability, linear regression and time series data analysis and optimizations Full stack software engineering experience, with proven experience in data visualization modules or frameworks like Python Dash and R Shiny Experience working with financial data sets like Factset and Bloomberg required Knowledge of Database design and query optimization a plus Ability to work in a highly collaborative environment with researchers and investment professionals The Responsibilities Lead the implementation of research projects through the entire software development lifecycle to build products that can be used by investment professionals across multiple teams. Use object oriented design principles and design patterns to build high-quality solutions that allow for rapid experimentation of new models and products to reduce time-to-market. Work closely with quantitative researchers and portfolio managers to build complex analytical solutions with quick turnaround times The Team Quantitative Development team is part of Asset Management's Quantitative Research & Investment Technology group that partners with the investment teams in Fidelity Asset Management Solutions on various projects including portfolio construction, risk management, and alpha research. We create high quality, robust, and efficient high-responsive solutions that are used to enhance Fidelity productivity and decision-making processes. Location Jersey City, Boston The base salary range for this position is $76,000-$144,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors. Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories. 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. Certifications: Company Overview Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients' money. Join Us At Fidelity, you'll find endless opportunities to build a meaningful career that positively impacts peoples' lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees' Choice Award , we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don't need a finance background to succeed at Fidelity-we offer a range of opportunities for learning so you can build the career you've always imagined. Fidelity's 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 . We welcome those with experience in jobs such as General, General, and General and others in the General to apply.
02/09/2025
Full time
Job Description: Senior Quantitative Developer The Role We are looking for a Senior Quantitative Developer that will be a part of a dynamic and fast-paced development team within Quantitative Research and Investment Technology supporting Fidelity Asset Management Solutions (FAMS) researchers and analysts. This is a hands-on development role where you will be 'embedded' within the quantitative research team and will partner with the investment teams on various projects including portfolio construction, risk management, and alpha research. You will contribute to build high quality, robust, and efficient analytical solutions that will be used to improve FAMS investment processes. The Expertise and Skills You Bring Bachelor's degree or higher in computer science, mathematics, or a related field. Progress towards CFA (or equivalent) a plus 3+ years of hands-on experience as a quantitative developer developing financial models and software solutions. Solid software development skills including expertise in Python and SQL, working knowledge of R preferred. Understanding of quantitative techniques and methods, statistics and econometrics - including probability, linear regression and time series data analysis and optimizations Full stack software engineering experience, with proven experience in data visualization modules or frameworks like Python Dash and R Shiny Experience working with financial data sets like Factset and Bloomberg required Knowledge of Database design and query optimization a plus Ability to work in a highly collaborative environment with researchers and investment professionals The Responsibilities Lead the implementation of research projects through the entire software development lifecycle to build products that can be used by investment professionals across multiple teams. Use object oriented design principles and design patterns to build high-quality solutions that allow for rapid experimentation of new models and products to reduce time-to-market. Work closely with quantitative researchers and portfolio managers to build complex analytical solutions with quick turnaround times The Team Quantitative Development team is part of Asset Management's Quantitative Research & Investment Technology group that partners with the investment teams in Fidelity Asset Management Solutions on various projects including portfolio construction, risk management, and alpha research. We create high quality, robust, and efficient high-responsive solutions that are used to enhance Fidelity productivity and decision-making processes. Location Jersey City, Boston The base salary range for this position is $76,000-$144,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors. Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories. 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. Certifications: Company Overview Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients' money. Join Us At Fidelity, you'll find endless opportunities to build a meaningful career that positively impacts peoples' lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees' Choice Award , we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don't need a finance background to succeed at Fidelity-we offer a range of opportunities for learning so you can build the career you've always imagined. Fidelity's 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 . We welcome those with experience in jobs such as General, General, and General and others in the General to apply.
Help us change lives At Exact Sciences, we're helping change how the world prevents, detects and guides treatment for cancer. We give patients and clinicians the clarity needed to make confident decisions when they matter most. Join our team to find a purpose-driven career, an inclusive culture, and robust benefits to support your life while you're working to help others. Position Overview The Senior Incentive Compensation Analyst will work with the Commercial Operations team to complete a wide range of quantitative and qualitative analyses that will support functions to inform sales performance and effectiveness. This includes analyzing current and potential future sales strategies, overseeing quota setting process, sales forecasting, sales compensation design, ad hoc analytics, issue resolution management, and the monitoring of key sales-related metrics. Essential Duties Include, but are not limited to, the following: Develop incentive compensation analysis, situational modeling, and decision modeling for current and possible future initiatives; communicate this analysis with leadership to inform decision making. Evaluate the potential impact for incentive compensation with changes in market opportunity, potential business impact of new products and/or strategies. Analyze and validate data in support of the Commercial Operations team as they make key strategic sales decisions on planning, budgeting, forecasting, territory analysis, and sales performance management. Evaluate and validate sales performance data at high level of accuracy, repeatability, and scalability. Oversee and manage the administration of sales incentive plans (work along with analyst to effectively update tools/engines to correctly calculate individual payouts). Prepare, review, and distribute quota methodology to ensure the corporate objectives are optimally allocated to all sales channels. Analyze sales performance data to identify trends, issues, and opportunities for improvement. Develop presentations for internal and external audiences. Effectively communicates with internal and external senior leaders and stakeholders. Demonstrate strong analytical skills, business intuition, organizational ability, and project management knowledge. Demonstrate excellent interpersonal and communication skills, ability to operate in a cross cultural and complex matrix environment, and ability to build consensus across varying functions. Adaptable, open to change, and able to work in ambiguous situations and respond to new information or unexpected circumstances. Uphold company mission and values through accountability, innovation, integrity, quality, and teamwork. Support and comply with the company's Quality Management System policies and procedures. Maintain regular and reliable attendance. Ability to work designated schedule. Ability to act with an inclusion mindset and model these behaviors for the organization. Minimum Qualifications Bachelor's degree in Math, Business Administration, Finance, Accounting, or a related field. 6+ years of experience in business consulting, operations, sales strategy, or analytics. Proficient in Microsoft Excel to include Excel macros, pivot tables, and modeling. Demonstrated ability to perform the essential duties of the position with or without accommodation. Authorization to work in the United States without sponsorship. Preferred Qualifications Proficient in SQL, Tableau, Databricks Range: $85,000.00 - $135,000.00 The annual base salary shown is for this position located in US - WI - Madison on a full-time basis. In addition, this position is bonus eligible, and is eligible to receive company stock upon hire as well as annually.Exact Sciences is proud to offer an employee experience that includes paid time off (including days for vacation, holidays, volunteering, and personal time), paid leave for parents and caregivers, a retirement savings plan, wellness support, and health benefits including medical, prescription drug, dental, and vision coverage. Learn more about our benefits (). Our success relies on the experiences and perspectives of a diverse team, and Exact Sciences fosters a culture where all employees can develop personally and professionally with a sense of respect and belonging. If you require an accommodation, please contact us here (mailto:?subject=Exact%20Sciences%20Recruiting). Not ready to apply? Join our talent community () and stay up to date on what's new at Exact Sciences. We are an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to age, color, creed, disability, gender identity, national origin, protected veteran status, race, religion, sex, sexual orientation, and any other status protected by applicable local, state, or federal law. Any applicant or employee may request to view applicable portions of the company's affirmative action program. To view the Right to Work, E-Verify Employer, and Pay Transparency notices and Federal, Federal Contractor, and State employment law posters, visit our compliance hub (). The documents summarize important details of the law and provide key points that you have a right to know.
02/09/2025
Full time
Help us change lives At Exact Sciences, we're helping change how the world prevents, detects and guides treatment for cancer. We give patients and clinicians the clarity needed to make confident decisions when they matter most. Join our team to find a purpose-driven career, an inclusive culture, and robust benefits to support your life while you're working to help others. Position Overview The Senior Incentive Compensation Analyst will work with the Commercial Operations team to complete a wide range of quantitative and qualitative analyses that will support functions to inform sales performance and effectiveness. This includes analyzing current and potential future sales strategies, overseeing quota setting process, sales forecasting, sales compensation design, ad hoc analytics, issue resolution management, and the monitoring of key sales-related metrics. Essential Duties Include, but are not limited to, the following: Develop incentive compensation analysis, situational modeling, and decision modeling for current and possible future initiatives; communicate this analysis with leadership to inform decision making. Evaluate the potential impact for incentive compensation with changes in market opportunity, potential business impact of new products and/or strategies. Analyze and validate data in support of the Commercial Operations team as they make key strategic sales decisions on planning, budgeting, forecasting, territory analysis, and sales performance management. Evaluate and validate sales performance data at high level of accuracy, repeatability, and scalability. Oversee and manage the administration of sales incentive plans (work along with analyst to effectively update tools/engines to correctly calculate individual payouts). Prepare, review, and distribute quota methodology to ensure the corporate objectives are optimally allocated to all sales channels. Analyze sales performance data to identify trends, issues, and opportunities for improvement. Develop presentations for internal and external audiences. Effectively communicates with internal and external senior leaders and stakeholders. Demonstrate strong analytical skills, business intuition, organizational ability, and project management knowledge. Demonstrate excellent interpersonal and communication skills, ability to operate in a cross cultural and complex matrix environment, and ability to build consensus across varying functions. Adaptable, open to change, and able to work in ambiguous situations and respond to new information or unexpected circumstances. Uphold company mission and values through accountability, innovation, integrity, quality, and teamwork. Support and comply with the company's Quality Management System policies and procedures. Maintain regular and reliable attendance. Ability to work designated schedule. Ability to act with an inclusion mindset and model these behaviors for the organization. Minimum Qualifications Bachelor's degree in Math, Business Administration, Finance, Accounting, or a related field. 6+ years of experience in business consulting, operations, sales strategy, or analytics. Proficient in Microsoft Excel to include Excel macros, pivot tables, and modeling. Demonstrated ability to perform the essential duties of the position with or without accommodation. Authorization to work in the United States without sponsorship. Preferred Qualifications Proficient in SQL, Tableau, Databricks Range: $85,000.00 - $135,000.00 The annual base salary shown is for this position located in US - WI - Madison on a full-time basis. In addition, this position is bonus eligible, and is eligible to receive company stock upon hire as well as annually.Exact Sciences is proud to offer an employee experience that includes paid time off (including days for vacation, holidays, volunteering, and personal time), paid leave for parents and caregivers, a retirement savings plan, wellness support, and health benefits including medical, prescription drug, dental, and vision coverage. Learn more about our benefits (). Our success relies on the experiences and perspectives of a diverse team, and Exact Sciences fosters a culture where all employees can develop personally and professionally with a sense of respect and belonging. If you require an accommodation, please contact us here (mailto:?subject=Exact%20Sciences%20Recruiting). Not ready to apply? Join our talent community () and stay up to date on what's new at Exact Sciences. We are an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to age, color, creed, disability, gender identity, national origin, protected veteran status, race, religion, sex, sexual orientation, and any other status protected by applicable local, state, or federal law. Any applicant or employee may request to view applicable portions of the company's affirmative action program. To view the Right to Work, E-Verify Employer, and Pay Transparency notices and Federal, Federal Contractor, and State employment law posters, visit our compliance hub (). The documents summarize important details of the law and provide key points that you have a right to know.
Job Description: The Senior Cybersecurity Analyst will be working on external defense team to ensure indications of compromise are promptly identified and stakeholders are informed with actionable and complete information. This role will assist and coordinate with incident response staff, threat intelligence, vulnerability management, and perimeter security teams during response activities and cyber investigations. This position works closely with our ISO for each Business Unit and directly with internal and external customers. Looking for an energetic, hard charging individual able to keep up in an exciting and fast-moving Perimeter security team that is engaged in several high-profile security projects to enhance Fidelity's security posture. The candidate will be immersed in a quick changing environment in a very rapid changing threat landscape, working with numerous security professionals. The qualified candidate must be adaptable and able to work in a fast-paced environment where learning new skills and understanding new system architectures quickly is a key to success. The job involves performing functions related to Network and Perimeter specialization including Web Application Firewall, Email Security, IDS/IPS, Change Management. Rotational on-call coverage, including weekends, is required. The Expertise You Have and The Skills You Bring 5 to 7 years of security experience desired, preferably in a matrix-driven corporate environment. 60% of your time will be in Perimeter Operations, 20% of your time will be to manage internal stakeholders and remaining in driving automation efforts. Security experience with any WAF provider, API configuration and analyzing traffic logs. Strong understanding of core networking concepts (e.g. - TCP/IP, DNS, HTTP, proxy, load-balancing, etc.). Functional experience with Splunk, SIEM, or other analysis technologies. Experience with cloud solutions such as AWS or other IaaS/PaaS/SaaS environments. Ability to interact with both technical and non-technical staff, including management and executives, with experience articulating technical material in business terms. Functional understanding of network controls and policies to combat cyber threats. Strong experience in Email Security, Email and Web Advance Threat Protection, DNS, DDoS, IDS/IPS and cloud security. Analyzing email, DNS and DDoS attack patterns to improve protections. Monitoring for baseline deviations for detecting external threat attacks and automate to proactively mitigate. Expert in DMARC and outbound email enforcement. Perimeter and cloud security Expert with an outstanding understanding of the latest practices and trends in edge security. Reviewing policy enforcement change requests; interviewing submitters who have requested security configuration changes and require additional requirements gathering. Outstanding knowledge in Perimeter and cloud security Expertise in Perimeter Security Ops including WAF, API Security, Email Security Web Application Firewall (WAF) Engineer & WAF Rules Fine Tuning . Evaluating, deploying, and managing Akamai / AWS / Azure WAF security modules. Analyzing web and network traffic patterns to identify anomalies and improve protections. Reviewing policy enforcement change requests; interviewing submitters who have requested security configuration changes and require additional requirements gathering. Knowledge of Perimeter tools. The main area will be in areas of external defense for the WAF. Desired knowledge of additional tools that include Email Security (EOP), Network IDS/IPS (Firepower), WAF, DDoS Control and SIEM. Knowledge of Agile, Cloud, DevSecOps, Open Source and a programming language is of substantial advantage. Passionate about cyber security, motivated to continuously learn and share your knowledge. Intellectually curious and therefore remain abreast of new technologies and developments relating to technical products that might be used enterprise wide and software delivery methodologies. Team player with excellent interpersonal & communication skills (written and verbal) Create strong, defensible platform to protector customer data. Ability to make information security risk determinations based on intelligence analysis. Understanding cyber threats, malicious cyber threat actor motivations, and capabilities relevant to regions of interest. Certifications: Company Overview Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients' money. Join Us At Fidelity, you'll find endless opportunities to build a meaningful career that positively impacts peoples' lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees' Choice Award , we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don't need a finance background to succeed at Fidelity-we offer a range of opportunities for learning so you can build the career you've always imagined. Fidelity's 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 . We welcome those with experience in jobs such as General, General, and General and others in the General to apply.
02/09/2025
Full time
Job Description: The Senior Cybersecurity Analyst will be working on external defense team to ensure indications of compromise are promptly identified and stakeholders are informed with actionable and complete information. This role will assist and coordinate with incident response staff, threat intelligence, vulnerability management, and perimeter security teams during response activities and cyber investigations. This position works closely with our ISO for each Business Unit and directly with internal and external customers. Looking for an energetic, hard charging individual able to keep up in an exciting and fast-moving Perimeter security team that is engaged in several high-profile security projects to enhance Fidelity's security posture. The candidate will be immersed in a quick changing environment in a very rapid changing threat landscape, working with numerous security professionals. The qualified candidate must be adaptable and able to work in a fast-paced environment where learning new skills and understanding new system architectures quickly is a key to success. The job involves performing functions related to Network and Perimeter specialization including Web Application Firewall, Email Security, IDS/IPS, Change Management. Rotational on-call coverage, including weekends, is required. The Expertise You Have and The Skills You Bring 5 to 7 years of security experience desired, preferably in a matrix-driven corporate environment. 60% of your time will be in Perimeter Operations, 20% of your time will be to manage internal stakeholders and remaining in driving automation efforts. Security experience with any WAF provider, API configuration and analyzing traffic logs. Strong understanding of core networking concepts (e.g. - TCP/IP, DNS, HTTP, proxy, load-balancing, etc.). Functional experience with Splunk, SIEM, or other analysis technologies. Experience with cloud solutions such as AWS or other IaaS/PaaS/SaaS environments. Ability to interact with both technical and non-technical staff, including management and executives, with experience articulating technical material in business terms. Functional understanding of network controls and policies to combat cyber threats. Strong experience in Email Security, Email and Web Advance Threat Protection, DNS, DDoS, IDS/IPS and cloud security. Analyzing email, DNS and DDoS attack patterns to improve protections. Monitoring for baseline deviations for detecting external threat attacks and automate to proactively mitigate. Expert in DMARC and outbound email enforcement. Perimeter and cloud security Expert with an outstanding understanding of the latest practices and trends in edge security. Reviewing policy enforcement change requests; interviewing submitters who have requested security configuration changes and require additional requirements gathering. Outstanding knowledge in Perimeter and cloud security Expertise in Perimeter Security Ops including WAF, API Security, Email Security Web Application Firewall (WAF) Engineer & WAF Rules Fine Tuning . Evaluating, deploying, and managing Akamai / AWS / Azure WAF security modules. Analyzing web and network traffic patterns to identify anomalies and improve protections. Reviewing policy enforcement change requests; interviewing submitters who have requested security configuration changes and require additional requirements gathering. Knowledge of Perimeter tools. The main area will be in areas of external defense for the WAF. Desired knowledge of additional tools that include Email Security (EOP), Network IDS/IPS (Firepower), WAF, DDoS Control and SIEM. Knowledge of Agile, Cloud, DevSecOps, Open Source and a programming language is of substantial advantage. Passionate about cyber security, motivated to continuously learn and share your knowledge. Intellectually curious and therefore remain abreast of new technologies and developments relating to technical products that might be used enterprise wide and software delivery methodologies. Team player with excellent interpersonal & communication skills (written and verbal) Create strong, defensible platform to protector customer data. Ability to make information security risk determinations based on intelligence analysis. Understanding cyber threats, malicious cyber threat actor motivations, and capabilities relevant to regions of interest. Certifications: Company Overview Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients' money. Join Us At Fidelity, you'll find endless opportunities to build a meaningful career that positively impacts peoples' lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees' Choice Award , we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don't need a finance background to succeed at Fidelity-we offer a range of opportunities for learning so you can build the career you've always imagined. Fidelity's 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 . We welcome those with experience in jobs such as General, General, and General and others in the General to apply.
Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity As a dedicated Bank Credit Risk Analyst Senior, you will be using quantitative methods to identify credit risk, develop and deliver credit strategies, and monitor credit performance for consumer credit portfolios to optimize profitable growth within risk appetite. Owns mitigation of operational and compliance risk inherent in credit strategy. Tracks and monitors internal and external factors impacting credit strategy performance for bank portfolio products. We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position can be based in one of the following locations: San Antonio, TX, Plano, TX, Phoenix, AZ, Colorado Springs, CO, Charlotte, NC or Tampa, FL. Relocation assistance is not available for this position. What you'll do: Applies industry leading practices and analytical skills to identify risks and opportunities within the handled portfolio and translates results into strategic solutions with the delivery of credit risk strategies. Applies critical thinking skills to synthesize analyses, identify root causes, and develop clear and concise recommendations to drive credit risk strategy development and influence senior decision makers. Partners to deliver Bank credit risk strategies across lines of defense by effectively developing and improving complex analytical frameworks, analyzing data and processes, and clearly communicating insights/recommendations to key partners and leadership. Analyzes internal and external scores/data for use in identifying first party fraud. Applies industry knowledge and driven benchmarking to advise credit strategy development. Uses advanced and nuanced quantitative analysis based upon internal and external data sources to bring structure and clarity to ambiguous and exciting problems. Develops, handles, and presents comprehensive risk and financial reporting in support of senior management and committee oversight of existing and emerging risks and escalates the quality and direction of credit performance to appropriate levels of management. Designs and performs complex financial risk sensitivity analysis. Builds and handles credit strategy infrastructure and ensures credit strategies are implemented as intended. Applies expert programming and analytical techniques to analyze credit data. Provides thought leadership, coaching, and mentoring to team members regarding analytics and risk management. Collaborates with key partners to guide & facilitate teams in the development and implementation of key initiatives. Applies analytically derived insights to develop strategic plans with significant impact to business results. Coaches and mentors other analysts and acts as a leader with vision within the analyst community. Ensures risks associated with business activities are optimally identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: Bachelor's degree in Business Management, Finance, Economics, Engineering, or in a Mathematical field; OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree. 6 years of experience in an analytical field or work focused on leading analytical projects, advanced analytics, risk assessments or bank credit risk data; OR an advanced degree in Business Management, Finance, Economics, Engineering, or in a Mathematical subject area and 4 years of experience in an analytical field or work focused on leading analytical projects, advanced analytics, risk assessments or bank credit risk data. Experience in financial analysis activities to support risk strategy. Strong understanding of banking regulations, risk, and/or compliance. Advanced presentation and communication skills. Advanced eye for business and attention to detail and accuracy. Advanced research and investigation skills and demonstrated good judgement in problem solving. Advanced knowledge of Microsoft Office products, particularly Excel, Word, and PowerPoint. Advanced knowledge of data analysis tools including skills to develop analysis queries and procedures in SQL, SAS, or other business intelligence and analysis software applications for data segmentation, aggregation, and statistics (E.g., SPS or Visual Basic). Knowledge of federal laws, rules, regulations, and applicable guidance to include: FCRA, Reg B, UDAAP/UDAP, OCC Heightened Standards, OCC CREDIT RISK GUIDANCE. What sets you apart: 6+ years of experience with Python, SAS, or SQL to assemble and analyze data; including aggregation from multiple sources, working with different grains of data, identifying, and resolving anomalies, and using sophisticated joins to prepare data for analysis. 6+ years of experience of credit risk management and analytical projects for consumer lending products, preferably with experience in data driven strategy creation and decision making. Experience with credit card origination credit strategy, or valuation (NPV) model for consumer lending products. Experience working with cross functional partners and key collaborators to build consensus and drive initiatives. Strong written and verbal communication skills with ability to translate analysis results into clear insights and actions. US military experience through military service or a military spouse/domestic partner. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. What we offer: Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. The salary range for this position is: $120,550 - $230,400. Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
02/09/2025
Full time
Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity As a dedicated Bank Credit Risk Analyst Senior, you will be using quantitative methods to identify credit risk, develop and deliver credit strategies, and monitor credit performance for consumer credit portfolios to optimize profitable growth within risk appetite. Owns mitigation of operational and compliance risk inherent in credit strategy. Tracks and monitors internal and external factors impacting credit strategy performance for bank portfolio products. We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position can be based in one of the following locations: San Antonio, TX, Plano, TX, Phoenix, AZ, Colorado Springs, CO, Charlotte, NC or Tampa, FL. Relocation assistance is not available for this position. What you'll do: Applies industry leading practices and analytical skills to identify risks and opportunities within the handled portfolio and translates results into strategic solutions with the delivery of credit risk strategies. Applies critical thinking skills to synthesize analyses, identify root causes, and develop clear and concise recommendations to drive credit risk strategy development and influence senior decision makers. Partners to deliver Bank credit risk strategies across lines of defense by effectively developing and improving complex analytical frameworks, analyzing data and processes, and clearly communicating insights/recommendations to key partners and leadership. Analyzes internal and external scores/data for use in identifying first party fraud. Applies industry knowledge and driven benchmarking to advise credit strategy development. Uses advanced and nuanced quantitative analysis based upon internal and external data sources to bring structure and clarity to ambiguous and exciting problems. Develops, handles, and presents comprehensive risk and financial reporting in support of senior management and committee oversight of existing and emerging risks and escalates the quality and direction of credit performance to appropriate levels of management. Designs and performs complex financial risk sensitivity analysis. Builds and handles credit strategy infrastructure and ensures credit strategies are implemented as intended. Applies expert programming and analytical techniques to analyze credit data. Provides thought leadership, coaching, and mentoring to team members regarding analytics and risk management. Collaborates with key partners to guide & facilitate teams in the development and implementation of key initiatives. Applies analytically derived insights to develop strategic plans with significant impact to business results. Coaches and mentors other analysts and acts as a leader with vision within the analyst community. Ensures risks associated with business activities are optimally identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: Bachelor's degree in Business Management, Finance, Economics, Engineering, or in a Mathematical field; OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree. 6 years of experience in an analytical field or work focused on leading analytical projects, advanced analytics, risk assessments or bank credit risk data; OR an advanced degree in Business Management, Finance, Economics, Engineering, or in a Mathematical subject area and 4 years of experience in an analytical field or work focused on leading analytical projects, advanced analytics, risk assessments or bank credit risk data. Experience in financial analysis activities to support risk strategy. Strong understanding of banking regulations, risk, and/or compliance. Advanced presentation and communication skills. Advanced eye for business and attention to detail and accuracy. Advanced research and investigation skills and demonstrated good judgement in problem solving. Advanced knowledge of Microsoft Office products, particularly Excel, Word, and PowerPoint. Advanced knowledge of data analysis tools including skills to develop analysis queries and procedures in SQL, SAS, or other business intelligence and analysis software applications for data segmentation, aggregation, and statistics (E.g., SPS or Visual Basic). Knowledge of federal laws, rules, regulations, and applicable guidance to include: FCRA, Reg B, UDAAP/UDAP, OCC Heightened Standards, OCC CREDIT RISK GUIDANCE. What sets you apart: 6+ years of experience with Python, SAS, or SQL to assemble and analyze data; including aggregation from multiple sources, working with different grains of data, identifying, and resolving anomalies, and using sophisticated joins to prepare data for analysis. 6+ years of experience of credit risk management and analytical projects for consumer lending products, preferably with experience in data driven strategy creation and decision making. Experience with credit card origination credit strategy, or valuation (NPV) model for consumer lending products. Experience working with cross functional partners and key collaborators to build consensus and drive initiatives. Strong written and verbal communication skills with ability to translate analysis results into clear insights and actions. US military experience through military service or a military spouse/domestic partner. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. What we offer: Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. The salary range for this position is: $120,550 - $230,400. Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
At Navient, we believe people are our greatest asset. Whether you're a client or a colleague, integrity, passion, and commitment guide everything we do. We believe it's possible to hold one another to a high standard while fostering a supportive and inclusive workplace. Through trust, innovative collaboration is possible. After all, great ideas can come from anyone - maybe the next one will come from you. As a Sr. Structured Finance Analyst, you will lead in the development of new financial models and oversee the execution of existing financial models, analyze and report on portfolios, construct and analyze data files from internal and external sources, aggregate loan assets into transactions that meet market and rating agency requirements, and support users of models in the Finance group. As a senior member of our high performing and highly visible Structured Finance team, you will serve as a liaison between Navient and external partners while continuing to develop and apply your understanding of financial markets, cash flow analysis, and financial modeling, as well as your skills in developing efficient logic and effectively evaluating, validating, and interpreting process results to solve challenges and identify opportunities for the team and the Corporate Finance group. You will also continue to build a thorough knowledge of the operations of Navient and its business practices and apply this knowledge to your work. T he Sr. Analyst will also work with management to develop and execute models and other processes and then analyze, evaluate strategies, and then analyze, summarize, and present the results to internal and external partners as well as support other team members as a mentor and resource. The Structured Finance team, in concert with other business and operational partners, will utilize this information to draw conclusions, make recommendations, and implement strategies to enhance and grow Navient's ABS program and the organization at large. This is a hybrid role and is expected to work onsite in our Herndon office on Tuesdays and Wednesdays. Areas of responsibility include: Perform supporting analysis for new and existing ABS transactions and funding vehicles Support the preparation of information for the rating agencies and prospectus and execute existing processes to analyze and report on asset performance. Perform tasks needed to support Corporate Finance data analytics Lead in the creation and execution of new models and processes and enhance documentation of existing models and processes. Process data into a consumable format for use by internal groups, and support external reporting. Perform ad hoc analyses to support requests by management Perform/ direct analysis as needed of existing securitizations and facilities, potential transactions, and other available assets. Assist with and/or perform analysis as needed to respond to rating agency and other queries. Work across Corporate Finance and with Accounting, Credit Risk, and Operations to support optimal financial execution of corporate initiatives Support existing models and processes. Lead development of new models and processes. Support asset performance expectations for portfolio acquisition analysis. Apply knowledge of asset performance to support trust operations, trust administration, and the finance data group as needed. Support Navient's corporate development function : Work with counterparts across Navient Finance, BPS and Consumer Lending divisions as directed to support strategic business development initiatives. Prepare and analyze industry research supporting target identification; execute on and compile the results from modeling exercises to construct potential acquisition target valuations; prepare and assist with the presentation of these findings to management. Communication and Presentation Lead the team to translate analyses and recommendations into effective communication materials to present for peer review and to management. Incorporate visualization techniques to support the relevant points of the analysis and increase the understanding for less technical audiences. Collaborate with other team members to deliver analysis/findings in a manner that conveys understanding to management, garners support for recommendations, drives business decisions, and influences business strategy. Serve as a point of contact for external partners. MINIMUM REQUIREMENTS Bachelor's Degree- Economics, Mathematics, MIS, Statistics, Finance, or Engineering preferred. Other areas of study may be considered based on experience. 3-5 years' experience with financial modeling/analysis. Additional equivalent education above the required minimum may substitute for experience. 3-5 years' experience in Microsoft Excel and Access or similar business intelligence tools. Additional equivalent education above the required minimum may substitute for experience. Financial analysis, statistical, and modeling skills. Strong verbal and written communication skills. PREFERRED QUALIFICATIONS Experience in financial services/student loan industry. Experience with Tableau, or other reporting/business intelligence tools. Experience in corporate development and/or strategy. Experience with Hadoop and/or Oracle database systems. Creativity, critical thinking, intuitive, and problem-solving skills. Familiarity with and interest in learning new analytical tools. VB, VBA, SAS and/or SQL experience. Familiarity with credit risk, default, and/or prepayment modeling and other analytical techniques. All offers of employment are contingent on standard background checks. Navient and certain of its affiliated companies are federal, state and/or local government contractors. Should this position support a Federal Government contract, now or in the future, the successful candidate will be subject to a background check conducted by the U.S. Government to determine eligibility and suitability for federal contract employment for public trust or sensitive positions. Positions that support state and/or local contracts also may require additional background checks to determine eligibility and suitability. EOE Race/Ethnicity/Sex/Disability/Protected Vet/Sexual Orientation/Gender Identity. Navient Corporation and its subsidiaries are not sponsored by or agencies of the United States of America. Navient is a drug free workplace.
02/09/2025
Full time
At Navient, we believe people are our greatest asset. Whether you're a client or a colleague, integrity, passion, and commitment guide everything we do. We believe it's possible to hold one another to a high standard while fostering a supportive and inclusive workplace. Through trust, innovative collaboration is possible. After all, great ideas can come from anyone - maybe the next one will come from you. As a Sr. Structured Finance Analyst, you will lead in the development of new financial models and oversee the execution of existing financial models, analyze and report on portfolios, construct and analyze data files from internal and external sources, aggregate loan assets into transactions that meet market and rating agency requirements, and support users of models in the Finance group. As a senior member of our high performing and highly visible Structured Finance team, you will serve as a liaison between Navient and external partners while continuing to develop and apply your understanding of financial markets, cash flow analysis, and financial modeling, as well as your skills in developing efficient logic and effectively evaluating, validating, and interpreting process results to solve challenges and identify opportunities for the team and the Corporate Finance group. You will also continue to build a thorough knowledge of the operations of Navient and its business practices and apply this knowledge to your work. T he Sr. Analyst will also work with management to develop and execute models and other processes and then analyze, evaluate strategies, and then analyze, summarize, and present the results to internal and external partners as well as support other team members as a mentor and resource. The Structured Finance team, in concert with other business and operational partners, will utilize this information to draw conclusions, make recommendations, and implement strategies to enhance and grow Navient's ABS program and the organization at large. This is a hybrid role and is expected to work onsite in our Herndon office on Tuesdays and Wednesdays. Areas of responsibility include: Perform supporting analysis for new and existing ABS transactions and funding vehicles Support the preparation of information for the rating agencies and prospectus and execute existing processes to analyze and report on asset performance. Perform tasks needed to support Corporate Finance data analytics Lead in the creation and execution of new models and processes and enhance documentation of existing models and processes. Process data into a consumable format for use by internal groups, and support external reporting. Perform ad hoc analyses to support requests by management Perform/ direct analysis as needed of existing securitizations and facilities, potential transactions, and other available assets. Assist with and/or perform analysis as needed to respond to rating agency and other queries. Work across Corporate Finance and with Accounting, Credit Risk, and Operations to support optimal financial execution of corporate initiatives Support existing models and processes. Lead development of new models and processes. Support asset performance expectations for portfolio acquisition analysis. Apply knowledge of asset performance to support trust operations, trust administration, and the finance data group as needed. Support Navient's corporate development function : Work with counterparts across Navient Finance, BPS and Consumer Lending divisions as directed to support strategic business development initiatives. Prepare and analyze industry research supporting target identification; execute on and compile the results from modeling exercises to construct potential acquisition target valuations; prepare and assist with the presentation of these findings to management. Communication and Presentation Lead the team to translate analyses and recommendations into effective communication materials to present for peer review and to management. Incorporate visualization techniques to support the relevant points of the analysis and increase the understanding for less technical audiences. Collaborate with other team members to deliver analysis/findings in a manner that conveys understanding to management, garners support for recommendations, drives business decisions, and influences business strategy. Serve as a point of contact for external partners. MINIMUM REQUIREMENTS Bachelor's Degree- Economics, Mathematics, MIS, Statistics, Finance, or Engineering preferred. Other areas of study may be considered based on experience. 3-5 years' experience with financial modeling/analysis. Additional equivalent education above the required minimum may substitute for experience. 3-5 years' experience in Microsoft Excel and Access or similar business intelligence tools. Additional equivalent education above the required minimum may substitute for experience. Financial analysis, statistical, and modeling skills. Strong verbal and written communication skills. PREFERRED QUALIFICATIONS Experience in financial services/student loan industry. Experience with Tableau, or other reporting/business intelligence tools. Experience in corporate development and/or strategy. Experience with Hadoop and/or Oracle database systems. Creativity, critical thinking, intuitive, and problem-solving skills. Familiarity with and interest in learning new analytical tools. VB, VBA, SAS and/or SQL experience. Familiarity with credit risk, default, and/or prepayment modeling and other analytical techniques. All offers of employment are contingent on standard background checks. Navient and certain of its affiliated companies are federal, state and/or local government contractors. Should this position support a Federal Government contract, now or in the future, the successful candidate will be subject to a background check conducted by the U.S. Government to determine eligibility and suitability for federal contract employment for public trust or sensitive positions. Positions that support state and/or local contracts also may require additional background checks to determine eligibility and suitability. EOE Race/Ethnicity/Sex/Disability/Protected Vet/Sexual Orientation/Gender Identity. Navient Corporation and its subsidiaries are not sponsored by or agencies of the United States of America. Navient is a drug free workplace.
At Genworth, we empower families to navigate the aging journey with confidence. We are compassionate, experienced allies for those navigating care with guidance, products, and services that meet families where they are. Further, we are the spouses, children, siblings, friends, and neighbors of those that need care-and we bring those experiences with us to work in serving our millions of policyholders each day. We apply that same compassion and empathy as we work with each other and our local communities. Genworth values all perspectives, characteristics, and experiences so that employees can bring their full, authentic selves to work to help each other and our company succeed. We celebrate our diversity and understand that being intentional about inclusion is the only way to create a sense of belonging for all associates. We also invest in the vitality of our local communities through grants from the Genworth Foundation, event sponsorships, and employee volunteerism. Our four values guide our strategy, our decisions, and our interactions: Make it human. We care about the people that make up our customers, colleagues, and communities. Make it about others. We do what's best for our customers and collaborate to drive progress. Make it happen. We work with intention toward a common purpose and forge ways forward together. Make it better. We create fulfilling purpose-driven careers by learning from the world and each other. POSITION TITLE Manager, Investor Relations POSITION LOCATION Richmond, VA (hybrid) This position has a hybrid work schedule with at least 3 days per week in the Richmond office and more during quarter closes and the earnings processes. YOUR ROLE The Manager of Investor Relations reports to the SVP, Financial Planning & Analysis and will serve as an interface for the investor community playing a critical role in the development and execution of Genworth's overall communication strategy. You will engage with investors, sell-side analysts and other market influencers to ensure the company's strategy for value creation is understood through market engaging activities, quarterly results, annual report, sustainability report and company's annual proxy statement. You will partner with senior leaders throughout the organization to understand and influence external messaging in support of Genworth's key initiatives and future strategy. As a FP&A finance team member, you will support the quarterly earning process, assist in leading the development of key investor messaging and create a variety of internal reports provided to senior management to monitor our shareholder base and analyst coverage. This is a visible role, both externally and internally. What you will be doing Coordinate the quarterly earnings release process. Create strategic, operational, and financial analysis in support of earnings. Work with management and key business leaders to provide investor community with a timely and accurate view of company performance and performance drivers Support the planning processes, including the operating plan and multi-year plan, as well as actual reporting to support and understand how the company strategy will influence external messaging Serve as a key team member regarding the public communication of financial information and other material disclosures and provide assessment of key business initiatives' impact on market and shareholder perspective Coordinate and partner on the development of the quarterly investor presentation and earnings release along with the anticipated analyst questions and responses Support the development of the company's annual proxy statement and sustainability report Work within the FP&A team to develop and manage the investor relations outreach strategy, framework and tactics that build and enhance relationships with investors, analysts, shareholders, employees and customers Monitor and track sell-side research reports, summarizing relevant themes and analysis Track, analyze and report on investor base/shareholder changes and prepare presentation materials Perform ad-hoc financial and valuation analyses Travel approximately 10-20% for non-deal roadshows, sell-side conferences and professional development What you bring Bachelor's degree in Finance, Accounting, Economics or a related field with a minimum of 5+ years of experience Solid comprehension of financial reports/metrics and financial data/analytic tools Demonstrated ability to learn new concepts quickly and complete multiple assignments with high degrees of quality Proven interpersonal and communication skills with the ability to build and maintain great relationships Excellent attention to detail and written communication skills; previous business writing experience Results focused, proactive in nature and thrives in a fast-paced environment Employee Benefits & Well-Being Genworth employees make a difference in people's lives every day. We're committed to making a difference in our employees' lives. Competitive Compensation & Total Rewards Incentives Comprehensive Healthcare Coverage Multiple 401(k) Savings Plan Options Auto Enrollment in Employer-Directed Retirement Account Feature (100% employer-funded!) Generous Paid Time Off - Including 12 Paid Holidays, Volunteer Time Off and Paid Family Leave Disability, Life, and Long Term Care Insurance Tuition Reimbursement, Student Loan Repayment and Training & Certification Support Wellness support including gym membership reimbursement and Employee Assistance Program resources (work/life support, financial & legal management) Caregiver and Mental Health Support Services ADDITIONAL At this time, Genworth will not sponsor a new applicant for employment authorization for this position.
02/08/2025
Full time
At Genworth, we empower families to navigate the aging journey with confidence. We are compassionate, experienced allies for those navigating care with guidance, products, and services that meet families where they are. Further, we are the spouses, children, siblings, friends, and neighbors of those that need care-and we bring those experiences with us to work in serving our millions of policyholders each day. We apply that same compassion and empathy as we work with each other and our local communities. Genworth values all perspectives, characteristics, and experiences so that employees can bring their full, authentic selves to work to help each other and our company succeed. We celebrate our diversity and understand that being intentional about inclusion is the only way to create a sense of belonging for all associates. We also invest in the vitality of our local communities through grants from the Genworth Foundation, event sponsorships, and employee volunteerism. Our four values guide our strategy, our decisions, and our interactions: Make it human. We care about the people that make up our customers, colleagues, and communities. Make it about others. We do what's best for our customers and collaborate to drive progress. Make it happen. We work with intention toward a common purpose and forge ways forward together. Make it better. We create fulfilling purpose-driven careers by learning from the world and each other. POSITION TITLE Manager, Investor Relations POSITION LOCATION Richmond, VA (hybrid) This position has a hybrid work schedule with at least 3 days per week in the Richmond office and more during quarter closes and the earnings processes. YOUR ROLE The Manager of Investor Relations reports to the SVP, Financial Planning & Analysis and will serve as an interface for the investor community playing a critical role in the development and execution of Genworth's overall communication strategy. You will engage with investors, sell-side analysts and other market influencers to ensure the company's strategy for value creation is understood through market engaging activities, quarterly results, annual report, sustainability report and company's annual proxy statement. You will partner with senior leaders throughout the organization to understand and influence external messaging in support of Genworth's key initiatives and future strategy. As a FP&A finance team member, you will support the quarterly earning process, assist in leading the development of key investor messaging and create a variety of internal reports provided to senior management to monitor our shareholder base and analyst coverage. This is a visible role, both externally and internally. What you will be doing Coordinate the quarterly earnings release process. Create strategic, operational, and financial analysis in support of earnings. Work with management and key business leaders to provide investor community with a timely and accurate view of company performance and performance drivers Support the planning processes, including the operating plan and multi-year plan, as well as actual reporting to support and understand how the company strategy will influence external messaging Serve as a key team member regarding the public communication of financial information and other material disclosures and provide assessment of key business initiatives' impact on market and shareholder perspective Coordinate and partner on the development of the quarterly investor presentation and earnings release along with the anticipated analyst questions and responses Support the development of the company's annual proxy statement and sustainability report Work within the FP&A team to develop and manage the investor relations outreach strategy, framework and tactics that build and enhance relationships with investors, analysts, shareholders, employees and customers Monitor and track sell-side research reports, summarizing relevant themes and analysis Track, analyze and report on investor base/shareholder changes and prepare presentation materials Perform ad-hoc financial and valuation analyses Travel approximately 10-20% for non-deal roadshows, sell-side conferences and professional development What you bring Bachelor's degree in Finance, Accounting, Economics or a related field with a minimum of 5+ years of experience Solid comprehension of financial reports/metrics and financial data/analytic tools Demonstrated ability to learn new concepts quickly and complete multiple assignments with high degrees of quality Proven interpersonal and communication skills with the ability to build and maintain great relationships Excellent attention to detail and written communication skills; previous business writing experience Results focused, proactive in nature and thrives in a fast-paced environment Employee Benefits & Well-Being Genworth employees make a difference in people's lives every day. We're committed to making a difference in our employees' lives. Competitive Compensation & Total Rewards Incentives Comprehensive Healthcare Coverage Multiple 401(k) Savings Plan Options Auto Enrollment in Employer-Directed Retirement Account Feature (100% employer-funded!) Generous Paid Time Off - Including 12 Paid Holidays, Volunteer Time Off and Paid Family Leave Disability, Life, and Long Term Care Insurance Tuition Reimbursement, Student Loan Repayment and Training & Certification Support Wellness support including gym membership reimbursement and Employee Assistance Program resources (work/life support, financial & legal management) Caregiver and Mental Health Support Services ADDITIONAL At this time, Genworth will not sponsor a new applicant for employment authorization for this position.
At Navient, we believe people are our greatest asset. Whether you're a client or a colleague, integrity, passion, and commitment guide everything we do. We believe it's possible to hold one another to a high standard while fostering a supportive and inclusive workplace. Through trust, innovative collaboration is possible. After all, great ideas can come from anyone - maybe the next one will come from you. As a Sr. Structured Finance Analyst, you will lead in the development of new financial models and oversee the execution of existing financial models, analyze and report on portfolios, construct and analyze data files from internal and external sources, aggregate loan assets into transactions that meet market and rating agency requirements, and support users of models in the Finance group. As a senior member of our high performing and highly visible Structured Finance team, you will serve as a liaison between Navient and external partners while continuing to develop and apply your understanding of financial markets, cash flow analysis, and financial modeling, as well as your skills in developing efficient logic and effectively evaluating, validating, and interpreting process results to solve challenges and identify opportunities for the team and the Corporate Finance group. You will also continue to build a thorough knowledge of the operations of Navient and its business practices and apply this knowledge to your work. T he Sr. Analyst will also work with management to develop and execute models and other processes and then analyze, evaluate strategies, and then analyze, summarize, and present the results to internal and external partners as well as support other team members as a mentor and resource. The Structured Finance team, in concert with other business and operational partners, will utilize this information to draw conclusions, make recommendations, and implement strategies to enhance and grow Navient's ABS program and the organization at large. This is a hybrid role and is expected to work onsite in our Herndon office on Tuesdays and Wednesdays. Areas of responsibility include: Perform supporting analysis for new and existing ABS transactions and funding vehicles Support the preparation of information for the rating agencies and prospectus and execute existing processes to analyze and report on asset performance. Perform tasks needed to support Corporate Finance data analytics Lead in the creation and execution of new models and processes and enhance documentation of existing models and processes. Process data into a consumable format for use by internal groups, and support external reporting. Perform ad hoc analyses to support requests by management Perform/ direct analysis as needed of existing securitizations and facilities, potential transactions, and other available assets. Assist with and/or perform analysis as needed to respond to rating agency and other queries. Work across Corporate Finance and with Accounting, Credit Risk, and Operations to support optimal financial execution of corporate initiatives Support existing models and processes. Lead development of new models and processes. Support asset performance expectations for portfolio acquisition analysis. Apply knowledge of asset performance to support trust operations, trust administration, and the finance data group as needed. Support Navient's corporate development function : Work with counterparts across Navient Finance, BPS and Consumer Lending divisions as directed to support strategic business development initiatives. Prepare and analyze industry research supporting target identification; execute on and compile the results from modeling exercises to construct potential acquisition target valuations; prepare and assist with the presentation of these findings to management. Communication and Presentation Lead the team to translate analyses and recommendations into effective communication materials to present for peer review and to management. Incorporate visualization techniques to support the relevant points of the analysis and increase the understanding for less technical audiences. Collaborate with other team members to deliver analysis/findings in a manner that conveys understanding to management, garners support for recommendations, drives business decisions, and influences business strategy. Serve as a point of contact for external partners. MINIMUM REQUIREMENTS Bachelor's Degree- Economics, Mathematics, MIS, Statistics, Finance, or Engineering preferred. Other areas of study may be considered based on experience. 3-5 years' experience with financial modeling/analysis. Additional equivalent education above the required minimum may substitute for experience. 3-5 years' experience in Microsoft Excel and Access or similar business intelligence tools. Additional equivalent education above the required minimum may substitute for experience. Financial analysis, statistical, and modeling skills. Strong verbal and written communication skills. PREFERRED QUALIFICATIONS Experience in financial services/student loan industry. Experience with Tableau, or other reporting/business intelligence tools. Experience in corporate development and/or strategy. Experience with Hadoop and/or Oracle database systems. Creativity, critical thinking, intuitive, and problem-solving skills. Familiarity with and interest in learning new analytical tools. VB, VBA, SAS and/or SQL experience. Familiarity with credit risk, default, and/or prepayment modeling and other analytical techniques. All offers of employment are contingent on standard background checks. Navient and certain of its affiliated companies are federal, state and/or local government contractors. Should this position support a Federal Government contract, now or in the future, the successful candidate will be subject to a background check conducted by the U.S. Government to determine eligibility and suitability for federal contract employment for public trust or sensitive positions. Positions that support state and/or local contracts also may require additional background checks to determine eligibility and suitability. EOE Race/Ethnicity/Sex/Disability/Protected Vet/Sexual Orientation/Gender Identity. Navient Corporation and its subsidiaries are not sponsored by or agencies of the United States of America. Navient is a drug free workplace.
02/08/2025
Full time
At Navient, we believe people are our greatest asset. Whether you're a client or a colleague, integrity, passion, and commitment guide everything we do. We believe it's possible to hold one another to a high standard while fostering a supportive and inclusive workplace. Through trust, innovative collaboration is possible. After all, great ideas can come from anyone - maybe the next one will come from you. As a Sr. Structured Finance Analyst, you will lead in the development of new financial models and oversee the execution of existing financial models, analyze and report on portfolios, construct and analyze data files from internal and external sources, aggregate loan assets into transactions that meet market and rating agency requirements, and support users of models in the Finance group. As a senior member of our high performing and highly visible Structured Finance team, you will serve as a liaison between Navient and external partners while continuing to develop and apply your understanding of financial markets, cash flow analysis, and financial modeling, as well as your skills in developing efficient logic and effectively evaluating, validating, and interpreting process results to solve challenges and identify opportunities for the team and the Corporate Finance group. You will also continue to build a thorough knowledge of the operations of Navient and its business practices and apply this knowledge to your work. T he Sr. Analyst will also work with management to develop and execute models and other processes and then analyze, evaluate strategies, and then analyze, summarize, and present the results to internal and external partners as well as support other team members as a mentor and resource. The Structured Finance team, in concert with other business and operational partners, will utilize this information to draw conclusions, make recommendations, and implement strategies to enhance and grow Navient's ABS program and the organization at large. This is a hybrid role and is expected to work onsite in our Herndon office on Tuesdays and Wednesdays. Areas of responsibility include: Perform supporting analysis for new and existing ABS transactions and funding vehicles Support the preparation of information for the rating agencies and prospectus and execute existing processes to analyze and report on asset performance. Perform tasks needed to support Corporate Finance data analytics Lead in the creation and execution of new models and processes and enhance documentation of existing models and processes. Process data into a consumable format for use by internal groups, and support external reporting. Perform ad hoc analyses to support requests by management Perform/ direct analysis as needed of existing securitizations and facilities, potential transactions, and other available assets. Assist with and/or perform analysis as needed to respond to rating agency and other queries. Work across Corporate Finance and with Accounting, Credit Risk, and Operations to support optimal financial execution of corporate initiatives Support existing models and processes. Lead development of new models and processes. Support asset performance expectations for portfolio acquisition analysis. Apply knowledge of asset performance to support trust operations, trust administration, and the finance data group as needed. Support Navient's corporate development function : Work with counterparts across Navient Finance, BPS and Consumer Lending divisions as directed to support strategic business development initiatives. Prepare and analyze industry research supporting target identification; execute on and compile the results from modeling exercises to construct potential acquisition target valuations; prepare and assist with the presentation of these findings to management. Communication and Presentation Lead the team to translate analyses and recommendations into effective communication materials to present for peer review and to management. Incorporate visualization techniques to support the relevant points of the analysis and increase the understanding for less technical audiences. Collaborate with other team members to deliver analysis/findings in a manner that conveys understanding to management, garners support for recommendations, drives business decisions, and influences business strategy. Serve as a point of contact for external partners. MINIMUM REQUIREMENTS Bachelor's Degree- Economics, Mathematics, MIS, Statistics, Finance, or Engineering preferred. Other areas of study may be considered based on experience. 3-5 years' experience with financial modeling/analysis. Additional equivalent education above the required minimum may substitute for experience. 3-5 years' experience in Microsoft Excel and Access or similar business intelligence tools. Additional equivalent education above the required minimum may substitute for experience. Financial analysis, statistical, and modeling skills. Strong verbal and written communication skills. PREFERRED QUALIFICATIONS Experience in financial services/student loan industry. Experience with Tableau, or other reporting/business intelligence tools. Experience in corporate development and/or strategy. Experience with Hadoop and/or Oracle database systems. Creativity, critical thinking, intuitive, and problem-solving skills. Familiarity with and interest in learning new analytical tools. VB, VBA, SAS and/or SQL experience. Familiarity with credit risk, default, and/or prepayment modeling and other analytical techniques. All offers of employment are contingent on standard background checks. Navient and certain of its affiliated companies are federal, state and/or local government contractors. Should this position support a Federal Government contract, now or in the future, the successful candidate will be subject to a background check conducted by the U.S. Government to determine eligibility and suitability for federal contract employment for public trust or sensitive positions. Positions that support state and/or local contracts also may require additional background checks to determine eligibility and suitability. EOE Race/Ethnicity/Sex/Disability/Protected Vet/Sexual Orientation/Gender Identity. Navient Corporation and its subsidiaries are not sponsored by or agencies of the United States of America. Navient is a drug free workplace.
Want a meaningful career where you can make a difference? Edward Jones sounds perfect for you. Collaboration. Autonomy. Opportunity. Words our headquarters associates use when talking about working at Edward Jones. Words that describe what it's like being part of a firm where everyone is aligned toward a singular focus: serving the client. And everyone is working to make the firm better together - as they grow as individuals. If these words resonate with you, we should talk. Job Overview Position Schedule: Full-Time Responsibility Summary: Liaison between divisional stakeholders to maintain, enhance or integrate firm systems and data by proactively identifying enterprise technology opportunities or serving on a formal project team in support of new systems and data. Supports multiple highly complex business processes and serves as a functional leader. Create, maintain and review business process models, data flows, prototypes, business requirements, use cases and test cases. Create and execute multiple project plans at the same time of high complexity. Execute and present written and verbal business systems impact analysis resulting in identification of systematic solution with high impact. Generate communication, process and educational plans to mitigate the disruption of change. Understanding of enterprise systems and impacts of change. Responsible for business systems case development and presentation for new systems and data. Assist in enforcement of Business Systems Analyst principles and practices within the team. Mentors less experienced members of the team Create and manage budgets & manage other firm resources including human capital Develop and implement reporting of Key Process Indicators to enable data driven decisions. Manage key ancillary programs with excellence to mitigate firm risk Problem Solving: Diagram highly complex business processes, data flow and architecture for new systems and data. Create highly complex business cases to provide cost effective solutions. Follow highly complex data flow to interpret source of information in support of new systems and data. Proactively drive change to systems based on business system impact analysis. Serve as functional lead in technical implementation of agreed upon solutions. Collaborate with associates and leadership across firm Decision Making: Decisions made based on highly complex business system impact analysis and involve business process or data flow recommendations and may impact firm systems. Business process redesign decisions are generally made in collaboration with divisional stakeholders and have a high risk on Firm performance. Span of Influence: System changes driven from this role generally have a high risk to the firm. While there are no direct people responsibilities, leading others across the firm to accomplish tasks and meet deadlines will be required. This position requires a deep understanding of how enterprise systems interact with one another and impact firm operations and initiatives. At Edward Jones, we value and respect our associates and their contributions, and we recognize individual efforts through a rewards program that promotes a long-term career, financial security and well-being. Visit our career site to learn more about our total compensation approach, which in addition to base salary, typically includes benefits, bonuses and profit sharing. The salary range for this role is based on national data and actual pay is based on skills, experience, education, and other relevant factors for a potential new associate: Hiring Minimum: $96471 Hiring Maximum: $164262 Read More About Job Overview Skills/Requirements Qualifications Required in the Job: Bachelor's degree is required with emphasis in a business discipline such as accounting, finance, economics, data science, or analytics (or relevant work experience). CPA/International country equivalent or MBA preferred. 7+ years of relevant work experience. Functional/Technical Qualifications: Ability to prioritize and execute on multiple tasks/projects and independently adjust to changing priorities Advanced analysis skills, forecasting, and complex modeling. Ability to understand and identify opportunities to apply the different types of statistics and advanced analytical concepts. Works effectively both independently and in a team environment. Intermediate to advanced understanding of accounting processes and financial statements required. Ability to influence associates and leadership up to the Executive Management level using verbal, written, and presentation skills. Ability to summarize complex financial information and concepts and clearly communicate up to executive management. A proficiency using visualization software (Tableau) is a plus Advanced Microsoft Excel, Word and PowerPoint required including working ability to utilize pivot tables, advanced charting, advanced formulas, and conditional formatting Industry and best practice research skills must Advanced project management skills Problem Solving: Due to high volume, issues typically arise daily with varying degrees of complexity. The Analyst must have Ability to identify the question(s), analyze and recommend solutions to senior & executive Firm leaders for a broad spectrum of business improvement opportunities in a clear and concise manner. The Business Analyst III must have the ability to implement projects of a moderate to high complexity which involve cross-functional teams, and therefore must be able to collaborate well with associates and leadership throughout the firm, including external vendors. Decision Making: Decisions made based on analysis and recommendations provided through this role generally have a moderate to high risk on Firm performance. Decisions are of moderate to high complexity and typically pertain to ad hoc analysis and the generation of strategies and recommendations. Decisions of moderate complexity and moderate impact (e.g. sourcing pricing strategy development, analytical model development, etc.) are made independently; more complex and high-impact decisions generally made in consultation with leader. Span of Influence: The Analyst develops and performs high complexity financial analysis with typically high financial impact. The Analyst works with leaders up to executive management, providing analytical guidance to directly influence strategic business decisions. While there are no direct supervisory responsibilities, mentoring and training other associates on the team as well as associates on project teams from other divisions is expected. To successfully influence decision making, this position requires a deep understanding of how departments/divisions interact with one another and impact firm operations and initiatives. Candidates that live within in a commutable distance from our Tempe, AZ and St. Louis, MO home office locations are expected to work in the office three days per week, with preference for Tuesday through Thursday. Read More About Skills/Requirements Awards & Accolades 100 Best Workplaces for Millennials in 2022, published Fortune July 2022, Great Places to Work data as of March 2022. Compensation provided for using, not obtaining, the rating. Edward Jones was recognized as one of the Best Workplaces for Millennials by Great Places to Work and Fortune magazine. The privately held firm ranked No. 2 overall, in its fourth appearance on the list. 2022 Fortune Best Workplaces for Women, published September 2022, research by Great Places to Work , data as of August 2021. Compensation provided for using, not obtaining, the rating. Edward Jones has been named to the 2022 Best Workplaces for Women list by Great Places to Work and Fortune magazine, ranking No. 45. 2022 Fortune's 100 Best Companies to Work For, published April 2022, research by Great Place to Work , data as of August 2021. Compensation provided for using, not obtaining, the rating. For the 23rd time, Edward Jones has earned a spot on the Fortune 100 Best Companies to Work For ranking by Great Places to Work and Fortune magazine. Edward Jones ranked No. 35 on the prestigious 2022 list. 2022 Best Places to Work For LGBTQ+ Equality, Great Place to Work in partnership with Human Rights Campaign Foundation, published Equity Magazine January 2022, data as of July 2021. Compensation provided for using, not obtaining, the rating. Edward Jones scored 100 percent on the Human Rights Campaign Foundation's 2022 Corporate Equality Index (CEI) the nation's foremost benchmarking survey and report measuring corporate policies and practices related to LGBTQ+ workplace equality. The ranking designated Jones as one of the best places to work for LGBTQ+Equality. Read More About Awards & Accolades About Us Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500 company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together . click apply for full job details
02/08/2025
Full time
Want a meaningful career where you can make a difference? Edward Jones sounds perfect for you. Collaboration. Autonomy. Opportunity. Words our headquarters associates use when talking about working at Edward Jones. Words that describe what it's like being part of a firm where everyone is aligned toward a singular focus: serving the client. And everyone is working to make the firm better together - as they grow as individuals. If these words resonate with you, we should talk. Job Overview Position Schedule: Full-Time Responsibility Summary: Liaison between divisional stakeholders to maintain, enhance or integrate firm systems and data by proactively identifying enterprise technology opportunities or serving on a formal project team in support of new systems and data. Supports multiple highly complex business processes and serves as a functional leader. Create, maintain and review business process models, data flows, prototypes, business requirements, use cases and test cases. Create and execute multiple project plans at the same time of high complexity. Execute and present written and verbal business systems impact analysis resulting in identification of systematic solution with high impact. Generate communication, process and educational plans to mitigate the disruption of change. Understanding of enterprise systems and impacts of change. Responsible for business systems case development and presentation for new systems and data. Assist in enforcement of Business Systems Analyst principles and practices within the team. Mentors less experienced members of the team Create and manage budgets & manage other firm resources including human capital Develop and implement reporting of Key Process Indicators to enable data driven decisions. Manage key ancillary programs with excellence to mitigate firm risk Problem Solving: Diagram highly complex business processes, data flow and architecture for new systems and data. Create highly complex business cases to provide cost effective solutions. Follow highly complex data flow to interpret source of information in support of new systems and data. Proactively drive change to systems based on business system impact analysis. Serve as functional lead in technical implementation of agreed upon solutions. Collaborate with associates and leadership across firm Decision Making: Decisions made based on highly complex business system impact analysis and involve business process or data flow recommendations and may impact firm systems. Business process redesign decisions are generally made in collaboration with divisional stakeholders and have a high risk on Firm performance. Span of Influence: System changes driven from this role generally have a high risk to the firm. While there are no direct people responsibilities, leading others across the firm to accomplish tasks and meet deadlines will be required. This position requires a deep understanding of how enterprise systems interact with one another and impact firm operations and initiatives. At Edward Jones, we value and respect our associates and their contributions, and we recognize individual efforts through a rewards program that promotes a long-term career, financial security and well-being. Visit our career site to learn more about our total compensation approach, which in addition to base salary, typically includes benefits, bonuses and profit sharing. The salary range for this role is based on national data and actual pay is based on skills, experience, education, and other relevant factors for a potential new associate: Hiring Minimum: $96471 Hiring Maximum: $164262 Read More About Job Overview Skills/Requirements Qualifications Required in the Job: Bachelor's degree is required with emphasis in a business discipline such as accounting, finance, economics, data science, or analytics (or relevant work experience). CPA/International country equivalent or MBA preferred. 7+ years of relevant work experience. Functional/Technical Qualifications: Ability to prioritize and execute on multiple tasks/projects and independently adjust to changing priorities Advanced analysis skills, forecasting, and complex modeling. Ability to understand and identify opportunities to apply the different types of statistics and advanced analytical concepts. Works effectively both independently and in a team environment. Intermediate to advanced understanding of accounting processes and financial statements required. Ability to influence associates and leadership up to the Executive Management level using verbal, written, and presentation skills. Ability to summarize complex financial information and concepts and clearly communicate up to executive management. A proficiency using visualization software (Tableau) is a plus Advanced Microsoft Excel, Word and PowerPoint required including working ability to utilize pivot tables, advanced charting, advanced formulas, and conditional formatting Industry and best practice research skills must Advanced project management skills Problem Solving: Due to high volume, issues typically arise daily with varying degrees of complexity. The Analyst must have Ability to identify the question(s), analyze and recommend solutions to senior & executive Firm leaders for a broad spectrum of business improvement opportunities in a clear and concise manner. The Business Analyst III must have the ability to implement projects of a moderate to high complexity which involve cross-functional teams, and therefore must be able to collaborate well with associates and leadership throughout the firm, including external vendors. Decision Making: Decisions made based on analysis and recommendations provided through this role generally have a moderate to high risk on Firm performance. Decisions are of moderate to high complexity and typically pertain to ad hoc analysis and the generation of strategies and recommendations. Decisions of moderate complexity and moderate impact (e.g. sourcing pricing strategy development, analytical model development, etc.) are made independently; more complex and high-impact decisions generally made in consultation with leader. Span of Influence: The Analyst develops and performs high complexity financial analysis with typically high financial impact. The Analyst works with leaders up to executive management, providing analytical guidance to directly influence strategic business decisions. While there are no direct supervisory responsibilities, mentoring and training other associates on the team as well as associates on project teams from other divisions is expected. To successfully influence decision making, this position requires a deep understanding of how departments/divisions interact with one another and impact firm operations and initiatives. Candidates that live within in a commutable distance from our Tempe, AZ and St. Louis, MO home office locations are expected to work in the office three days per week, with preference for Tuesday through Thursday. Read More About Skills/Requirements Awards & Accolades 100 Best Workplaces for Millennials in 2022, published Fortune July 2022, Great Places to Work data as of March 2022. Compensation provided for using, not obtaining, the rating. Edward Jones was recognized as one of the Best Workplaces for Millennials by Great Places to Work and Fortune magazine. The privately held firm ranked No. 2 overall, in its fourth appearance on the list. 2022 Fortune Best Workplaces for Women, published September 2022, research by Great Places to Work , data as of August 2021. Compensation provided for using, not obtaining, the rating. Edward Jones has been named to the 2022 Best Workplaces for Women list by Great Places to Work and Fortune magazine, ranking No. 45. 2022 Fortune's 100 Best Companies to Work For, published April 2022, research by Great Place to Work , data as of August 2021. Compensation provided for using, not obtaining, the rating. For the 23rd time, Edward Jones has earned a spot on the Fortune 100 Best Companies to Work For ranking by Great Places to Work and Fortune magazine. Edward Jones ranked No. 35 on the prestigious 2022 list. 2022 Best Places to Work For LGBTQ+ Equality, Great Place to Work in partnership with Human Rights Campaign Foundation, published Equity Magazine January 2022, data as of July 2021. Compensation provided for using, not obtaining, the rating. Edward Jones scored 100 percent on the Human Rights Campaign Foundation's 2022 Corporate Equality Index (CEI) the nation's foremost benchmarking survey and report measuring corporate policies and practices related to LGBTQ+ workplace equality. The ranking designated Jones as one of the best places to work for LGBTQ+Equality. Read More About Awards & Accolades About Us Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500 company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together . click apply for full job details
Locations: Dallas Chicago Who We Are Boston Consulting Group partners with leaders in business and society to tackle their most important challenges and capture their greatest opportunities. BCG was the pioneer in business strategy when it was founded in 1963. Today, we work closely with clients to embrace a transformational approach aimed at benefiting all stakeholders-empowering organizations to grow, build sustainable competitive advantage, and drive positive societal impact. Our diverse, global teams bring deep industry and functional expertise and a range of perspectives that question the status quo and spark change. BCG delivers solutions through leading-edge management consulting, technology and design, and corporate and digital ventures. We work in a uniquely collaborative model across the firm and throughout all levels of the client organization, fueled by the goal of helping our clients thrive and enabling them to make the world a better place. Practice Area The Corporate Finance & Strategy Practice (CFS) combines rich expertise in corporate strategy concepts with a management methodology designed to create sustainable value-add for BCG clients. Our team provides extensive experience in planning and implementing corporate transactions including merger & acquisition deals and divestitures. We deliver analytic approaches that allow senior management to effectively deal with challenges such as generating growth, managing a portfolio of assets, forming a world-class finance organization, understanding risk, and responding to the way capital markets assess companies today. Taking swift action in turning around and restructuring a business for long-term survival is also part of our offering. What You'll Do As a Senior Analyst for BCG Vantage within BCG's Corporate Finance & Strategy Practice Area, you will collaborate and partner in a growing global team, providing functional expertise and insights. You will work together with case and proposal teams to provide knowledge assets, analysis and expert advisory. You'll serve as a thought partner and content expert to case teams and topic/sector leaders, helping structure and solve complex issues. Additionally, as an Senior Analyst you will drive the development of intellectual property and knowledge assets to support the Strategy Topic Business, serving as an active contributor to commercialization efforts for the topic, whilst working with business leaders to drive proposals & go-to-market efforts. As an Senior Analyst, you may line manage a team of junior colleagues, taking responsibility for their goal setting, ongoing feedback and career development support. The Corporate Finance & Strategy Practice (CFS) is BCG's largest practice and combines rich expertise in corporate strategy concepts with a management methodology designed to create sustainable value for BCG clients. Our business is composed of three major businesses (Strategy, Corporate Finance and Transaction & Integration). We deliver strategic and analytic approaches that allow senior management to effectively deal with challenges such as generating growth, innovating companies, managing a portfolio of assets, forming a world-class finance organization, understanding risk, and responding to the way capital markets assess companies today. Effectively carrying out corporate transactions end-to-end, from portfolio decision to operational separation or from identifying an M&A target to integration, is also part of our offering. The candidate will partner with client teams to help our clients in developing corporate strategies, shape business portfolios, and evaluate strategic options, thereby providing robust insights to top global organizations. This position demands a data-driven approach to assessing strategic and financial health of the business, evaluating company performance, benchmarking competition, and conducting comprehensive market assessments to produce thorough strategic plans and recommendations. The candidate must be proficient in various types of analyses at each stage of the strategy cycle and possess advanced analytical skills to interpret complex data and generate actionable, insightful strategies. Additionally, the candidate will work closely with Strategy topic experts and leaders to turn case learnings into products and generate new insights on key topics including Corporate & Portfolio Strategy, Growth Strategy, and Innovation. Key responsibilities include developing and updating knowledge materials, assets, tools, and publications shaped by emerging trends, market feedback, and gaps identified by consulting teams and topic leadership. What You'll Bring 2+ years consulting experience in relevant Corporate & Portfolio Strategy required; candidates with consulting experience preferredIn lieu of consulting experience, 3+ years minimum industry experience required; 4-6 years of industry experience strongly preferredBachelor's Degree required (advanced degree preferred)Expertise in Corporate Strategy Fluency in English; Outstanding interpersonal and communication skills to interact with internal and external stakeholder while working in a global collaborative team environment Who You'll Work With As a Senior Analyst, you will collaborate with global topic leads and colleagues across BCG to bring expertise and capabilities to the service of our internal and external clients. Our team is made up of a diverse pool of knowledge positions that allow us to pursue exciting, innovative knowledge careers. Additional info Total compensation for this role includes base salary, annual discretionary performance bonus, contributions to BCG's Profit Sharing and Retirement Fund (PSRF), and a market leading benefits package described below.Some local governments in the United States require job postings to include a reasonable estimate of base compensation. We expect your total annualized compensation to be approximately the following: In Chicago, the base salary is between $108,800- $117,500 (USD); placement within this range will vary based on experience and skill level In other locations, competitive pay is commensurate with the role and geography Annual discretionary performance bonus between 0-16% 5% Profit Sharing Retirement Fund (PSRF) contribution, increasing to 10% after two years of service. Contributions are vested immediately and there is no waiting period.At BCG, we are committed to offering a comprehensive benefit program that includes everything our employees and their families need to be well and live life to the fullest. We pay the full cost of medical, dental, and vision coverage for employees - and their eligible family members. That's zero dollars in premiums taken from employee paychecks.All of our plans provide best in class coverage: Zero dollar ($0) health insurance premiums for BCG employees, spouses, and children Low $10 (USD) copays for trips to the doctor, urgent care visits and prescriptions for generic drugs Dental coverage, including up to $5,000 in orthodontia benefits Vision insurance with coverage for both glasses and contact lenses annually Reimbursement for gym memberships and other fitness activities Fully vested Profit Sharing Retirement Fund contributions made annually, whether you contribute or not, plus the option for employees to make personal contributions to a 401(k) plan Paid Parental Leave and other family benefits such as elective egg freezing, surrogacy, and adoption reimbursement Generous paid time off including 12 holidays per year, an annual office closure between Christmas and New Years, and 15 vacation days per year (earned at 1.25 days per month) Paid sick time on an as needed basis Employees, spouses, and children are covered at no cost. Employees share in the cost of domestic partner coverage. Boston Consulting Group is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, age, religion, sex, sexual orientation, gender identity / expression, national origin, disability, protected veteran status, or any other characteristic protected under national, provincial, or local law, where applicable, and those with criminal histories will be considered in a manner consistent with applicable state and local laws. BCG is an E - Verify Employer. Click here for more information on E-Verify.
02/08/2025
Full time
Locations: Dallas Chicago Who We Are Boston Consulting Group partners with leaders in business and society to tackle their most important challenges and capture their greatest opportunities. BCG was the pioneer in business strategy when it was founded in 1963. Today, we work closely with clients to embrace a transformational approach aimed at benefiting all stakeholders-empowering organizations to grow, build sustainable competitive advantage, and drive positive societal impact. Our diverse, global teams bring deep industry and functional expertise and a range of perspectives that question the status quo and spark change. BCG delivers solutions through leading-edge management consulting, technology and design, and corporate and digital ventures. We work in a uniquely collaborative model across the firm and throughout all levels of the client organization, fueled by the goal of helping our clients thrive and enabling them to make the world a better place. Practice Area The Corporate Finance & Strategy Practice (CFS) combines rich expertise in corporate strategy concepts with a management methodology designed to create sustainable value-add for BCG clients. Our team provides extensive experience in planning and implementing corporate transactions including merger & acquisition deals and divestitures. We deliver analytic approaches that allow senior management to effectively deal with challenges such as generating growth, managing a portfolio of assets, forming a world-class finance organization, understanding risk, and responding to the way capital markets assess companies today. Taking swift action in turning around and restructuring a business for long-term survival is also part of our offering. What You'll Do As a Senior Analyst for BCG Vantage within BCG's Corporate Finance & Strategy Practice Area, you will collaborate and partner in a growing global team, providing functional expertise and insights. You will work together with case and proposal teams to provide knowledge assets, analysis and expert advisory. You'll serve as a thought partner and content expert to case teams and topic/sector leaders, helping structure and solve complex issues. Additionally, as an Senior Analyst you will drive the development of intellectual property and knowledge assets to support the Strategy Topic Business, serving as an active contributor to commercialization efforts for the topic, whilst working with business leaders to drive proposals & go-to-market efforts. As an Senior Analyst, you may line manage a team of junior colleagues, taking responsibility for their goal setting, ongoing feedback and career development support. The Corporate Finance & Strategy Practice (CFS) is BCG's largest practice and combines rich expertise in corporate strategy concepts with a management methodology designed to create sustainable value for BCG clients. Our business is composed of three major businesses (Strategy, Corporate Finance and Transaction & Integration). We deliver strategic and analytic approaches that allow senior management to effectively deal with challenges such as generating growth, innovating companies, managing a portfolio of assets, forming a world-class finance organization, understanding risk, and responding to the way capital markets assess companies today. Effectively carrying out corporate transactions end-to-end, from portfolio decision to operational separation or from identifying an M&A target to integration, is also part of our offering. The candidate will partner with client teams to help our clients in developing corporate strategies, shape business portfolios, and evaluate strategic options, thereby providing robust insights to top global organizations. This position demands a data-driven approach to assessing strategic and financial health of the business, evaluating company performance, benchmarking competition, and conducting comprehensive market assessments to produce thorough strategic plans and recommendations. The candidate must be proficient in various types of analyses at each stage of the strategy cycle and possess advanced analytical skills to interpret complex data and generate actionable, insightful strategies. Additionally, the candidate will work closely with Strategy topic experts and leaders to turn case learnings into products and generate new insights on key topics including Corporate & Portfolio Strategy, Growth Strategy, and Innovation. Key responsibilities include developing and updating knowledge materials, assets, tools, and publications shaped by emerging trends, market feedback, and gaps identified by consulting teams and topic leadership. What You'll Bring 2+ years consulting experience in relevant Corporate & Portfolio Strategy required; candidates with consulting experience preferredIn lieu of consulting experience, 3+ years minimum industry experience required; 4-6 years of industry experience strongly preferredBachelor's Degree required (advanced degree preferred)Expertise in Corporate Strategy Fluency in English; Outstanding interpersonal and communication skills to interact with internal and external stakeholder while working in a global collaborative team environment Who You'll Work With As a Senior Analyst, you will collaborate with global topic leads and colleagues across BCG to bring expertise and capabilities to the service of our internal and external clients. Our team is made up of a diverse pool of knowledge positions that allow us to pursue exciting, innovative knowledge careers. Additional info Total compensation for this role includes base salary, annual discretionary performance bonus, contributions to BCG's Profit Sharing and Retirement Fund (PSRF), and a market leading benefits package described below.Some local governments in the United States require job postings to include a reasonable estimate of base compensation. We expect your total annualized compensation to be approximately the following: In Chicago, the base salary is between $108,800- $117,500 (USD); placement within this range will vary based on experience and skill level In other locations, competitive pay is commensurate with the role and geography Annual discretionary performance bonus between 0-16% 5% Profit Sharing Retirement Fund (PSRF) contribution, increasing to 10% after two years of service. Contributions are vested immediately and there is no waiting period.At BCG, we are committed to offering a comprehensive benefit program that includes everything our employees and their families need to be well and live life to the fullest. We pay the full cost of medical, dental, and vision coverage for employees - and their eligible family members. That's zero dollars in premiums taken from employee paychecks.All of our plans provide best in class coverage: Zero dollar ($0) health insurance premiums for BCG employees, spouses, and children Low $10 (USD) copays for trips to the doctor, urgent care visits and prescriptions for generic drugs Dental coverage, including up to $5,000 in orthodontia benefits Vision insurance with coverage for both glasses and contact lenses annually Reimbursement for gym memberships and other fitness activities Fully vested Profit Sharing Retirement Fund contributions made annually, whether you contribute or not, plus the option for employees to make personal contributions to a 401(k) plan Paid Parental Leave and other family benefits such as elective egg freezing, surrogacy, and adoption reimbursement Generous paid time off including 12 holidays per year, an annual office closure between Christmas and New Years, and 15 vacation days per year (earned at 1.25 days per month) Paid sick time on an as needed basis Employees, spouses, and children are covered at no cost. Employees share in the cost of domestic partner coverage. Boston Consulting Group is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, age, religion, sex, sexual orientation, gender identity / expression, national origin, disability, protected veteran status, or any other characteristic protected under national, provincial, or local law, where applicable, and those with criminal histories will be considered in a manner consistent with applicable state and local laws. BCG is an E - Verify Employer. Click here for more information on E-Verify.