AIG jobs in San Francisco, CA - 278 jobs

Join us as a Broker Director to play a highly influential role in protecting our clients and growing our business. Broker Director Reporting to the Broker & Market Leader, the Broker Director is primarily responsible for directly managing the relationships with brokers a select set of five or less retail brokers. The Broker Director will be a key part of a national team assigned to each of their focus brokers and collaborate closely with their counterparts across AIG and at the broker to drive engagement and insights that yield outpaced growth. How you will create an impact * Promote profitable growth and/or retention and expand desired mix of business. * Ensure AIG is deriving insights, value and results out of consulting or data services purchased from retail brokers. * Support AIG's efforts to execute goals locally consistent with national commitments to/from retail brokers. * Develop and facilitate relationships with internal and external stakeholders. * Work closely with both Distribution (other Broker Directors, Client Directors, Broker & Market leadership, Wholesale & Alternative distribution) and Business Unit leaders to establish a comprehensive grasp of the portfolio, opportunities and target accounts with assigned brokers. * Coordinate with colleagues on the AIG International team to ensure alignment and coordination around management of applicable global business plans. * Own the broker performance scorecard, contribute to monthly and quarterly measurement reviews and articulate the health of broker relationships using data, to the NA Leadership Team. * Travel regularly to broker offices within their market (cadence and format to be determined with Broker & Market Leader and Executive based on the health of the broker relationship). * Regular meetings with broker partners and appropriate level of Distribution leadership team to review results and adjust strategies/target where needed. * Collaborate and develop execution strategies of growth products with AIG Product teams. * Develop execution strategies with the Broker & Market Executive (or Leader) and Product leadership with KPIs to support them. * Ensure absolute alignment with broker agreements and strategy. * Drive growth culture with assigned brokers on areas of growth and retention by Product. * Working with Distribution Analytics to: * develop market and product level target account initiatives and relationship expansion. * drive pipelining initiatives at the local level for assigned brokers. * ensure monthly results and KPI reporting are distributed to the appropriate constituents (Broker & Market Executive and Leader) and Product Leaders; use that data to drive opportunities for alignment and profitable growth/retention strategies. What you'll need to succeed * Strong sales background, negotiation skills and presentation skills required. * A passion for innovating and leading change. * Must possess strong business acumen, process, project management and data orientation, and be able to professionally and tactfully manage sensitive and confidential information. * Must possess relevant technical grounding and ability to understand and articulate product strategies and differentiators. * 10 years' experience in broker and/or carrier relationship management, underwriting or commercial insurance broking is strongly preferred. * Demonstrate adaptability, actively leaning into AIG's learn-it-all culture. * Strong written and verbal communication skills are required to communicate directly with senior leadership within AIG and the dedicated broker relationships. Mobility * Travel to U.S. locations (~20-30%) Ready to make a bigger impact? We look forward to reviewing your application. For positions based in San Francisco, California, the base salary range is $150,000-$175,000 and the position is eligible for a bonus in accordance with the terms of the applicable incentive plan. In addition, we're proud to offer a range of competitive benefits, a summary of which can be viewed here: 2025 Benefits Summary At AIG, we value in-person collaboration as a vital part of our culture, which is why we ask our team members to be primarily in the office. This approach helps us work together effectively and create a supportive, connected environment for our team and clients alike. Enjoy benefits that take care of what matters At AIG, our people are our greatest asset. We know how important it is to protect and invest in what's most important to you. That is why we created our Total Rewards Program, a comprehensive benefits package that extends beyond time spent at work to offer benefits focused on your health, wellbeing and financial security-as well as your professional development-to bring peace of mind to you and your family. Reimagining insurance to make a bigger difference to the world American International Group, Inc. (AIG) is a global leader in commercial and personal insurance solutions; we are one of the world's most far-reaching property casualty networks. It is an exciting time to join us - across our operations, we are thinking in new and innovative ways to deliver ever-better solutions to our customers. At AIG, you can go further to support individuals, businesses, and communities, helping them to manage risk, respond to times of uncertainty and discover new potential. We invest in our largest asset, our people, through continuous learning and development, in a culture that celebrates everyone for who they are and what they want to become. Welcome to a culture of inclusion We're committed to creating a culture that truly respects and celebrates each other's talents, backgrounds, cultures, opinions and goals. We foster a culture of inclusion and belonging through learning, cultural awareness activities and Employee Resource Groups (ERGs). With global chapters, ERGs are a cornerstone for our culture of inclusion. The talent of our people is one of AIG's greatest assets, and we are honored that our drive for positive change has been recognized by numerous recent awards and accreditations. AIG provides equal opportunity to all qualified individuals regardless of race, color, religion, age, gender, gender expression, national origin, veteran status, disability or any other legally protected categories. AIG is committed to working with and providing reasonable accommodations to job applicants and employees with disabilities. If you believe you need a reasonable accommodation, please send an email to *********************. We consider qualified applicants with criminal histories, consistent with applicable law. Functional Area: SM - Sales & Marketing National Union Fire Insurance Company of Pittsburgh, Pa.

Commercial Bank | Treasury Specialist, Business Development Specialist, SVP The Cash Product Salesperson is a driven professional role, who will lead treasury opportunities, with a focus on new client acquisition across all industry verticals. Given that our business continues to grow exponentially, this role is integral to both executing on the strategy to both grow our existing client base wallet share but also acquire new clients in a rapid fashion. This person will be seen as a subject matter expert for full suite of Treasury Solutions (Cash, Cards, Trade) across all industry segments within the North American Commercial Bank and will be expected to attend pipeline meetings for the Sales organization, providing input from their own perspective on any current opportunities. This also extends to presenting best practices and sales disciplines, not just in the Cash Sales Team but in front of the wider CCB Banking community, as well as applicable partners. This role will be expected to integrate subject matter and industry expertise across all relevant sectors, including disrupter verticals in the early stage company life cycle. Requiring in-depth understanding of how areas collectively integrate within the sub-function as well as coordinate and contribute to the objectives of the function and overall business. Must be able to demonstrate strong communication and diplomacy skills, especially at points of escalation. Significant impact in terms of project size, geography, etc. by influencing decisions through advice, counsel and/or facilitating services to others in area of specialization. Work and performance of all teams in the area are directly affected by the performance of the individual. Responsibilities Responsible for managing all elements of Treasury Management sales cycle including business development, prospect qualification, needs analysis, proposal creation, solution presentation and close of sale Develop independent channels to prospect for new Treasury Management clients and manage the process to maintain a pipeline of potential targets. Interface with prospective clients to develop an understanding of their operating procedures, organization structures and needs, in order to identify and propose the optimal Citi treasury solutions Identify and coordinate new cross-sell opportunities with Coverage partners Build effective network working closely with overseas Citibank branches to design global treasury proposals Responsible for monthly win/loss analysis ensuring MIS systems Be responsible for an individual win goal in excess of $3Million annually Be part of a culture of responsible finance, good governance and supervision, expense discipline and ethics Ability to articulate complex ideas and analytics in succinct and easy to grasp form as well as conceptual framework creation Established or understanding of innovations and disruptive technologies in the corporate treasury space Deep understanding of client trends in liquidity, payments, working capital, risk management and treasury technology, and distill them for mass consumption and direct business impact Strong knowledge of the TTS and CCB cash management business, revenue drivers, and products Proven abilities to focus resources and leverage data and analysis to drive towards business objectives Desire to challenge the conventional, own a problem, bring others onboard, and drive the firm to creating solutions Strong self-motivation and ability to gather consensus on priorities and drive initiatives Qualifications 5+ years of relevant direct Treasury Services sales experience required Certified Treasury Professional (CTP) preferred Proven track record of successful client-focused activity and ability to design best in class Treasury proposals Experience in developing new business specific to treasury services with a focus on companies with revenue of $100MM - $5BN in annual sales revenue Advanced knowledge of general banking operations, including treasury management, liquidity & investments, and/or other commercial banking products and services Strong problem solving and excellent interpersonal skills Committed, trusted team player High energy with strong initiative Efficient time management and organizational skills Job Family Group Commercial and Business Sales Job Family Commercial Product Sales Time Type Full time Primary Location San Francisco, California, United States Primary Location Full Time Salary Range $176,720.00 - $265,080.00 Benefits In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire. Anticipated Posting Close Date Dec 17, 2025 EEO Statement Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity, review Accessibility at Citi. View Citi's EEO Policy Statement and the Know Your Rights poster. #J-18808-Ljbffr

Global Wealth brings together the full power of Citi to serve the entire continuum of wealth clients. Citi Global Wealth at Work is a partner to lawyers, accountants, asset managers and management professionals with deep industry specific expertise. The Investment Counselor is the primary wealth advisor serving High Net Worth and Ultra High Net Worth professionals in these fields. Responsibilities Investment counselors joining Citi Wealth will be distinguished and highly accomplished at establishing, growing, and managing investment relationships. They should be experienced in the implementation and oversight of investment solutions, and in providing advice and guidance on markets and actionable investment ideas. Appropriate candidates will possess the credibility to cultivate trusting relationships with established clients and with prospective clients. Candidates for the position should be collaborative and team oriented, able to leverage a wide array of internal partners. Build and manage a successful practice centered on deepening relationships by providing potential and existing clients with appropriate investment advice and solutions. Combine in depth knowledge of traditional and alternative investments with wealth planning and private banking services to optimize client service and cross-marketing opportunities. Appropriately assess risk when business decisions are made, demonstrating consideration for the firm's reputation and safeguarding Citi, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Qualifications 10+ years of related experience Expertise in providing investment advice and solutions. CFA, MBA degree or other advanced degree a plus. Requires advanced judgment and conducts in-depth analysis to solve problems and develop new, innovative solutions. Required to think beyond existing solutions, assumptions or current knowledge of sophisticated investment trends and solutions. US Only: S7, S66 (or 63 & 65) & S31; NOTE: Securities Industry Exam (SIE is a prerequisite to the S7) Education Bachelor's/University degree, Master's degree preferred Primary Location: San Francisco, California, United States Full time Base Salary: $200,000.00 - $300,000.00 Citi offers competitive employee benefits, including medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire. Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi. View Citi's EEO Policy Statement and the Know Your Rights poster. #J-18808-Ljbffr

A major financial services company is seeking an Associate Banker SAFE Act in San Francisco, CA. The role focuses on generating revenue growth and acquiring target clients, particularly in Investments. Candidates should have 6-10 years of experience, investment knowledge, and the ability to manage relationships. Responsibilities include sales strategy creation, prospecting, and client support. This full-time position offers a competitive salary range of $142,320 to $213,480 along with comprehensive employee benefits. #J-18808-Ljbffr

A leading financial services corporation in San Francisco is seeking a Financial Advisor to provide investment services to Ultra high Net Worth clients. The role requires 6-10 years of experience and proficiency in financial analysis and communication. You will be responsible for managing client accounts, conducting economic assessments, and developing strategies to enhance clients' portfolios. Ideal candidates will hold pertinent licenses and possess strong financial backgrounds. Competitive salary offered in the range of $70,000 to $200,000 annually. #J-18808-Ljbffr

A global financial services company is seeking a Mortgage Lending Officer in San Francisco, CA. This role involves assisting clients in achieving home ownership goals through mortgage origination. Responsibilities include analyzing financial situations, making lending recommendations, and maintaining strong relationships with clients and referral partners. The ideal candidate has 2-5 years of mortgage sales experience and strong communication skills. Competitive benefits are offered, including medical and 401(k). #J-18808-Ljbffr

The Mortgage Lending Officer role is a developing professional role. This role identifies policy and applies specialty knowledge in monitoring and assessing processes and data. Integrates established disciplinary knowledge within own specialty area with basic understanding of related industry practices. Good understanding of how the team interacts with others in accomplishing the objectives of the area. Develops working knowledge of industry practices and standards. Must be able to exchange information in a concise and logical way as well as be sensitive to audience diversity. Limited but direct impact on the business through the quality of the tasks/services provided. Impact of the job holder is restricted to own team. Citi, the leading global financial services company, has some 200 million customer accounts and does business in more than 160 countries and jurisdictions. Citi provides consumers, corporations, governments and institutions with a broad range of financial products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, and wealth management. Citi Bank Retail Mortgage provides home lending services via our Citibank branches and centralized service centers. The Home Lending Officer role represents the Retail Mortgage business providing superior service to clients and referral partners and is responsible for originating high quality residential real estate loans for clients. This highly interactive role engages internally with retail branch partners, operations, community business development officers. This role drives mortgage sales and client relationships through engagement with clients, real estate agents, and other area referrers. Responsibilities Consult with customers about their financial situation, financial and personal objectives and lending needs for the purpose of helping them achieve their home ownership goals. Collect and analyze information about the customer's financial situation, financial and personal goals, tolerance for risk and change, plans for the future, income, assets, debts, cash flow, and credit history. Analyze financial information for customers to make an initial assessment regarding whether the customer and the property may qualify for a particular lending solution. Make recommendations to customers about which lending solutions would best meet the customers' financial and personal objectives. Advise customers about the consequences, risks, and benefits of alternative lending solutions. Promote Citi's brand, and promote Citi as the provider of lending and other financial solutions. This includes promoting Citi and its financial services to real estate agencies, builders, other referral sources, and customers. Visit customers outside of Citi's offices, with such visits to vary based on clientele, geography, market conditions, and other factors. Work as a team with all internal partners to support and grow our customers. Refer customers who seek financial services other than lending solutions to the appropriate Citi professionals. Partner with Operations teams to ensure the seamless transfer of the loan application in order to provide documents to the Processors and acquire any additional information needed by the Processors and/or Underwriters. Work with Processors/Closers and customers to ensure the timely closing of the customer's loan. Go outside to key referral relationships (Realtors, CPA's, Builders, etc) to drive mortgage business into the bank. Introduce clients to segment partners when appropriate (including but not limited to Bank, Wealth Management, Small Business, Cards, etc). Keep abreast of trends and developments in local marketplace, as well as changing rules and regulations across the industry, and expand internal and external network to better serve clients and industry professionals. Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Qualifications 2-5 years relevant experience. 3+ years previous mortgage sales experience required. Residential Mortgage experience required. Established book of business. Proven product sales capability is required. FHA/VA & conventional loan experience is preferred. The ability to comprehend and explain financial calculations and pricing alternatives. The ability to communicate with customers about the proper documents and information needed to obtain a particular loan. Knowledge of the laws and regulations that govern consumer lending, including fair lending, privacy, and RESPA. Demonstrated customer service skills. Strong relationship development and management skills. Expertise of general lending products and overall mortgage industry. This position requires the employee to register as a mortgage loan originator with the Nationwide Mortgage Licensing System and Registry ("Registry") and obtain a unique identifier from the Registry before engaging in mortgage loan originator activities. Education Bachelor's/University degree or equivalent experience. Benefits Citi offers competitive employee benefits, including medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire. Anticipated Posting Close Date: Aug 14, 2025 Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi. View Citi's EEO Policy Statement and the Know Your Rights poster. #J-18808-Ljbffr

Morgan Stanley Prime Brokerage Client Service Account Manager Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments and individuals from more than 1,200 offices in 43 countries. As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence and strong team dynamic. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture. Department Profile: For more than 30 years, Morgan Stanley has led the industry and set the standard for excellence in Prime Brokerage. Our broad and deep client relationships, market‐leading platform and intellectual insights enable us to be a world‐class service provider to our clients for their financing, market access and portfolio management needs. As part of the Institutional Equity Division, Prime Brokerage is a strategic partner to hedge funds and institutional clients across the globe. Prime Brokerage provides clients with clearing and custody services, securities lending and financing, risk analytics, consulting, introductions to potential investors, and access to world-class proprietary technology. Prime Brokerage acts as a portal into the firm and assists clients with navigating Morgan Stanley's vast resources such as Equity Sales and Trading, Derivatives, Securities Lending, Technology and Operations. Account Manager Job Description: The Account Manager is responsible for servicing a variety of institutional clients. This position requires strong relationship management skills to help build a true partnership between our clients and Morgan Stanley. The Account Manager is considered the central point of contact for our clients and acts as a conduit between the client and the rest of the firm, providing escalation support, navigation, and helping to deliver tangible solutions. On a daily basis, the Account Manager oversees the client's accounts and is involved in all aspects of the client's business including, but not limited to: financing, margin, trade clearing and settlement, corporate events, and reporting. The Account Manager communicates issues and ensures problems are resolved in a timely and accurate manner, thus building a level of trust between the client and Morgan Stanley. Additionally, the Account Manager is responsible for adding value to our clients with the goal of tighter integration of the two firms to help drive additional business. Account Managers add value to our clients by developing a deep understanding of the client's business and helping to identify, sell and implement best practice solutions with regard to technology, market access and operations. Knowledge of the Firm's products and services and understanding how to use that knowledge to draw the client closer to Morgan Stanley is essential. Responsibilities: Build relationships with key decision makers at the client Daily client communication and interaction Conduit between Prime Brokerage (PB) operations and the client Manage the efficiency, timeliness and daily risk of PB/Client workflow Introducing PB technology and services to the client Cross selling the firm's products and technology Delivering all of Morgan Stanley services / capabilities to the client Reviewing balance trends and client market share Assessing PB revenue with service offering to ensure proper balance Qualifications: Bachelor's degree with a business focus Must have minimum of 3-5 years of Prime Brokerage Client Service or Prime Brokerage Operations support experience Demonstrate an understanding of capital markets Understanding of operational flows Demonstration of excellent communication skills Exceptional problem solving proficiency Ability to handle pressure, prioritize and multi-task during the course of a business day Proficiency: Microsoft Office (Outlook, Excel, Word, PowerPoint) and general knowledge of software programming/development a plus Strong interpersonal and communication skills WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Expected base pay rates for the role will be between $100,000 and $140,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

A leading global financial institution seeks an experienced Private Banker to develop and maintain client relationships in Palo Alto, California. The ideal candidate will have over 15 years of experience in Private Banking, specifically with UHNW clients. Responsibilities include advising clients on financial matters, creating tailored wealth management solutions, and ensuring compliance with regulatory standards. A Bachelor's degree is required, with a Master's preferred. This role offers a competitive salary range of $200,000 to $300,000 and robust employee benefits under Citi's offerings. #J-18808-Ljbffr

A leading financial services firm in San Francisco is seeking a Senior Wealth Advisor to provide comprehensive financial and investment advice. The role requires 5-8 years of financial advisory experience and strong communication skills. The successful candidate will build relationships with new clients and deepen existing client relationships. This position offers competitive compensation and comprehensive benefits, including medical, dental, and 401(k) plans. #J-18808-Ljbffr

**Who Are We?** Taking care of our customers, our communities and each other. That's the Travelers Promise. By honoring this commitment, we have maintained our reputation as one of the best property casualty insurers in the industry for over 170 years. Join us to discover a culture that is rooted in innovation and thrives on collaboration. Imagine loving what you do and where you do it. **Job Category** Claim, Nurse - Medical Case Manager **Compensation Overview** The annual base salary range provided for this position is a nationwide market range and represents a broad range of salaries for this role across the country. The actual salary for this position will be determined by a number of factors, including the scope, complexity and location of the role; the skills, education, training, credentials and experience of the candidate; and other conditions of employment. As part of our comprehensive compensation and benefits program, employees are also eligible for performance-based cash incentive awards. **Salary Range** $85,600.00 - $141,200.00 **Target Openings** 2 **What Is the Opportunity?** Under moderate supervision, provide office based telephonic medical case management with emphasis on early intervention, return to work planning, coordination of quality medical care on claims involving disability and medical treatment as well as in-house medical reviews as applicable to claim handling laws and regulations. Responsible for helping to ensure injured parties receive appropriate treatment directly related to the compensable injury or assist claim handlers in managing medical treatment to an appropriate resolution. **What Will You Do?** + Contact customer, medical provider and injured parties on claims involving medical treatment and /or disability to coordinate appropriate medical care and return to work. + Develop strategies to facilitate an injured employee's return to work and achieve maximum medical improvement. Evaluate and update treatment and return to work plans within established protocols throughout the life of the claim. + Coordinate with medical providers to ensure the injured employee is actively participating in a viable treatment plan. + Evaluate medical treatment requests to ensure that they are reasonable and necessary based upon jurisdictional guidelines. + Engage specialty resources as needed to achieve optimal resolution (Dial-a-doc, physician advisor, peer reviews, MCU). + Partner with Claim Professional to provide medical information and disability status necessary to create an overall strategy to achieve an optimal outcome. + Utilize internal Claim Platform Systems to manage all claim activities on a timely basis. + Utilize Preferred Provider Network per jurisdictional guidelines. + Partner with Claim Professional to provide input on medical treatment and recovery time to assist in evaluating appropriate claim reserves. + Submit accurate billing documentation on all activities as outlined in established guidelines. + Customer Engagement. + Participate in Telephonic and/or onsite File Reviews. + Respond to inquiries - oral and written. + Keep injured worker apprised of claim status. + In-person medical case management may be required to support Concierge locations, where a Nurse Case Manager meets with injured employees face to face following office visits at a provider's medical facility. + In order to perform the essential functions of this job, acquisition and maintenance of Insurance License(s) and/or certifications may be required to comply with state and Travelers requirements. Generally, License(s) are required to be obtained within three months. + Perform other duties as assigned. **What Will Our Ideal Candidate Have?** + Disability case management experience. + Prior clinical experience. + Familiarity with URAC standards. + Analytical Thinking: Identifies current or future problems or opportunities; analyzes, synthesizes and compares information to understand issues; identifies cause/effect relationships; and explores alternative solutions that support sound decision-making. + Communication: Expresses, summarizes and records thoughts clearly and concisely orally and in writing by applying proper content, format, sentence structure, grammar, language and terminology. + Ability to effectively present file resolution to internal and/or external stakeholders. + Negotiation: Intermediate ability to understand alternatives, influence stakeholders and reach a fair agreement through discussion and compromise. + General Insurance Contract Knowledge: Ability to understand policies and contracts, as they apply to policy conditions. + Principles of Investigation: Intermediate investigative skills. + Follows a logical sequence of inquiry with a goal of securing information about the work accident, resulting injury, anticipated treatment, job duties and any material factors that may impact recovery and return to work. + Value Determination: Basic ability to determine liability and assigns a dollar value based on damages claimed and estimates, sets and readjusts reserves. + Legal Knowledge: Basic knowledge, understanding and application of state, federal and regulatory laws and statutes, rules of evidence, chain of custody, trial preparation and discovery, court proceedings, and other rules and regulations applicable to the insurance industry. + Medical knowledge: Thorough knowledge of the nature and extent of injuries, periods of disability, and treatment needed. + WC Technical: intermediate ability to demonstrate understanding of WC Products and ability to apply available resources and technology to manage treatment plans and assist with claim resolution. + Demonstrate a clear understanding and ability to work within jurisdictional parameters within their assigned state. + Customer Service: Advanced ability to build and maintain productive relationships with our insureds and deliver results with optimal outcomes. + Teamwork: Advanced ability to work together in situations when actions are interdependent and a team is mutually responsible to produce a result. + Planning & Organizing: Advanced ability to establish a plan/course of action and contingencies for self or others to meet current or future goals. + Certified Case Manager (CCM), Certified Disability Management Specialist (CDMS), Clinical Research Counselor (CRC), or Certified Rehab Registered Nurse (CRRN). **What is a Must Have?** + Registered Nurse; Licensed Practical Nurse or Licensed Vocational Nurse. **What Is in It for You?** + **Health Insurance** : Employees and their eligible family members - including spouses, domestic partners, and children - are eligible for coverage from the first day of employment. + **Retirement:** Travelers matches your 401(k) contributions dollar-for-dollar up to your first 5% of eligible pay, subject to an annual maximum. If you have student loan debt, you can enroll in the Paying it Forward Savings Program. When you make a payment toward your student loan, Travelers will make an annual contribution into your 401(k) account. You are also eligible for a Pension Plan that is 100% funded by Travelers. + **Paid Time Off:** Start your career at Travelers with a minimum of 20 days Paid Time Off annually, plus nine paid company Holidays. + **Wellness Program:** The Travelers wellness program is comprised of tools, discounts and resources that empower you to achieve your wellness goals and caregiving needs. In addition, our mental health program provides access to free professional counseling services, health coaching and other resources to support your daily life needs. + **Volunteer Encouragement:** We have a deep commitment to the communities we serve and encourage our employees to get involved. Travelers has a Matching Gift and Volunteer Rewards program that enables you to give back to the charity of your choice. **Employment Practices** Travelers is an equal opportunity employer. We value the unique abilities and talents each individual brings to our organization and recognize that we benefit in numerous ways from our differences. In accordance with local law, candidates seeking employment in Colorado are not required to disclose dates of attendance at or graduation from educational institutions. If you are a candidate and have specific questions regarding the physical requirements of this role, please send us an email (*******************) so we may assist you. Travelers reserves the right to fill this position at a level above or below the level included in this posting. To learn more about our comprehensive benefit programs please visit ******************************************************** .

Who Are We? Taking care of our customers, our communities and each other. That's the Travelers Promise. By honoring this commitment, we have maintained our reputation as one of the best property casualty insurers in the industry for over 170 years. Join us to discover a culture that is rooted in innovation and thrives on collaboration. Imagine loving what you do and where you do it. Job Category Underwriting Compensation Overview The annual base salary range provided for this position is a nationwide market range and represents a broad range of salaries for this role across the country. The actual salary for this position will be determined by a number of factors, including the scope, complexity and location of the role; the skills, education, training, credentials and experience of the candidate; and other conditions of employment. As part of our comprehensive compensation and benefits program, employees are also eligible for performance-based cash incentive awards. Salary Range $146,400.00 - $241,600.00 Target Openings 1 What Is the Opportunity? The Business Insurance Business Centers centrally underwrite and negotiate renewal and new business for eligible accounts across the low to mid-sized range in Business Insurance (BI). As an Underwriting Director, BI Business Center, you are a leader within a Business Center. Using your underwriting expertise, you will lead and coach a team of Business Center underwriters to ensure underwriting and sales practices are in alignment with business objectives for a specific state/region and practice. Additionally, you will closely partner with stakeholders across BI on the execution of business strategies. What Will You Do? * Lead and coach a team of underwriters, providing ongoing direction to enhance underwriting and sales production to achieve business objectives. * Take responsibility for overall team underwriting quality and effectiveness. * Closely partner with BI leadership to craft and implement regional and/or state-wide business strategies, taking ownership of production results and employee engagement. * Leverage your underwriting expertise to participate in Collaborative Underwriting Review Evaluations (CUREs) and serve as a primary underwriting technical resource. * Direct team distributor engagement to achieve new business, rate, retention, and profit goals. Regularly engage with sales partners and field underwriting to refine and execute sales processes. * Provide strategic direction and support for team and take responsibility for sourcing talent, coaching, training, and performance management. * Perform other duties as assigned. What Will Our Ideal Candidate Have? * Seven or more years of property and casualty industry experience, preferably in underwriting. * Four or more years of people management experience. * Strong knowledge of underwriting and agency relationship management. * Strong knowledge of Business Center operations and key financial drivers affecting regional and local office performance. * Ability to influence and collaborate with internal and external stakeholders to achieve business goals. * Ability to develop a team and lead by example. * Ability to leverage data and analytics to drive team and overall business performance. What is a Must Have? * Six years of underwriting, claim, operations, risk assessment, actuarial, sales, product, or finance experience. What Is in It for You? * Health Insurance: Employees and their eligible family members - including spouses, domestic partners, and children - are eligible for coverage from the first day of employment. * Retirement: Travelers matches your 401(k) contributions dollar-for-dollar up to your first 5% of eligible pay, subject to an annual maximum. If you have student loan debt, you can enroll in the Paying it Forward Savings Program. When you make a payment toward your student loan, Travelers will make an annual contribution into your 401(k) account. You are also eligible for a Pension Plan that is 100% funded by Travelers. * Paid Time Off: Start your career at Travelers with a minimum of 20 days Paid Time Off annually, plus nine paid company Holidays. * Wellness Program: The Travelers wellness program is comprised of tools, discounts and resources that empower you to achieve your wellness goals and caregiving needs. In addition, our mental health program provides access to free professional counseling services, health coaching and other resources to support your daily life needs. * Volunteer Encouragement: We have a deep commitment to the communities we serve and encourage our employees to get involved. Travelers has a Matching Gift and Volunteer Rewards program that enables you to give back to the charity of your choice. Employment Practices Travelers is an equal opportunity employer. We value the unique abilities and talents each individual brings to our organization and recognize that we benefit in numerous ways from our differences. In accordance with local law, candidates seeking employment in Colorado are not required to disclose dates of attendance at or graduation from educational institutions. If you are a candidate and have specific questions regarding the physical requirements of this role, please send us an email so we may assist you. Travelers reserves the right to fill this position at a level above or below the level included in this posting. To learn more about our comprehensive benefit programs please visit *********************************************************

A leading insurance company is seeking a Senior Property Underwriter located in San Francisco, California. The successful candidate will manage a property renewal book and produce new business. Responsibilities include developing growth strategies, maintaining client relationships, and implementing pricing strategies. The ideal candidate will have experience in property underwriting and possess strong relationship management skills. This role is vital for achieving the financial performance of the property book and expanding the business through cross-selling opportunities. #J-18808-Ljbffr

A global insurance leader is seeking a Senior Underwriting Specialist in San Francisco, CA. This pivotal role emphasizes team leadership, driving business growth, and managing underwriting processes. Candidates should have proven underwriting experience, strong people management skills, and the ability to analyze financial statements. The position offers a base salary range of $167,000 - $209,000, along with a comprehensive benefits package. Join a culture committed to inclusion and professional development. #J-18808-Ljbffr

Morgan Stanley's Investment Banking Group provides industry, regional and product expertise to corporations, institutions and government clients in order to develop and execute innovative and customized solutions to the most challenging strategic and financing issues faced in the global marketplace. The Banking Group is comprised of a number of industry groups, which work closely with product team members in Mergers & Acquisitions, Global Capital Markets, Real Estate, and other industry groups throughout the Firm to provide relevant market insight, product creativity, and execution expertise to clients. These solutions include initial public offerings; public and private equity and equity-linked financings; mergers, acquisitions and restructurings; defense advisory assignments; strategic partnerships; public and private debt placements; share repurchases; and hedging, swaps and derivative transactions. Our Menlo Park office is looking for a Vice President with prior experience in the Software industry to join the Technology Investment Banking Group. The successful candidate will have the opportunity to work with regional and international clients on a wide range of complex transactions including acquisitions, divestitures, mergers, joint ventures, corporate restructurings, shareholder relations, recapitalizations, leveraged buyouts and defenses against unsolicited takeover attempts, strategic advisory assignments and executions of public and private capital markets transactions, such as initial public offerings. The successful candidate will work closely with professionals throughout the firm to deliver high quality advice to our clients. You will play an important role on a team that includes senior professionals who will encourage you to go beyond the numbers and think creatively. Qualifications: 6+ years of relevant experience within investment banking, or an MBA with 3+ years of experience, and with a proven track record working on complex executed deals across M&A and various industry sectors Experience in the software industry is strongly preferred, but not required Strong written and verbal communication, client and interpersonal skills Commercial instinct and ability to perform under pressure and tight deadlines Bachelor's degree is required; an MBA and/or CFA designation would be an asset Series licensed or must obtain WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Expected base pay rates for the role will be $275,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

The Associate Banker SAFE Act is a strategic professional who stays abreast of developments within own field and contributes to directional strategy by considering their application in own job and the business. Recognized technical authority for an area within the business. Requires basic commercial awareness. There are typically multiple people within the business that provide the same level of subject matter expertise. Developed communication and diplomacy skills are required in order to guide, influence and convince others, in particular colleagues in other areas and occasional external customers. Significant impact on the area through complex deliverables. Provides advice and counsel related to the technology or operations of the business. Work impacts an entire area, which eventually affects the overall performance and effectiveness of the sub-function/job family. Responsibilities Assist the Banker in the creation of sales and marketing strategies designed to generate revenue growth and to acquire new target clients, with a focus on Investments Assist the Banker with prospecting-conduct new client/prospect research, generate leads and develop prospects, network to identify referrals to new clients/prospects, and coordinate client events Assist the Banker in profiling, qualifying and converting prospects into Citi Private Bank clients. Client/prospect meetings-organize the pre‑call planning, organize post‑meeting notes, and maintain all client call records including call reports Assist the Banker in deepening the existing client relationship through deep‑dive analysis Provide accurate and timely revenue tracking and deal pipeline reports and other relevant information to the Banker Provide day‑to‑day support to Banker on documentation such as account opening and closing, loan disbursals, etc. Provide complete service support to client, including solving complex client inquiries Ensure appropriate documentation related to KYC/AML from the client and ensure all aspects of client records and documentation are completed and updated Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Qualifications 6‑10 years of experience Knowledge of investments is required; banking and credit products desirable Ability to manage relationships both internal and external; ability to multi‑task FINRA Securities Licenses: Series 7 and 66 (or 63 & 65) required to obtain within 150 days of assuming the role. Education Bachelor's/University degree; Master's degree preferred Job Family Group: Private Client Coverage Job Family: Private Banker Support Time Type: Full time Primary Location: San Francisco, California, United States Primary Location Full Time Salary Range: $142,320.00 - $213,480.00 In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. Most Relevant Skills: Please see the requirements listed above. Other Relevant Skills: For complementary skills, please see above and/or contact the recruiter. Anticipated Posting Close Date: Oct 30, 2025 Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity, review Accessibility at Citi. View Citi's EEO Policy Statement and the Know Your Rights poster. #J-18808-Ljbffr

Lexington has an opportunity for a Regional Production Specialist on the U.S. Builders Risk team specializing in underwriting primary, shared and layered construction risks. The Regional Production Specialist is expected to work effectively in an independent manner to successfully manage his/her book of business of new and renewal production along with executing the profitability strategy for territory's portfolio. A Regional Production Specialist must be able to illustrate sufficient technical analysis and underwriting acumen combined with marketing and sales skills to meet underwriting goals (i.e., achieve growth targets and maintain overall profitability). In addition, the ability to coach, train and develop staff to their fullest potential is required. Make your mark in Underwriting We are reimagining how we help customers to manage risk, transforming our operating model, and reshaping our role responsibilities and career pathways. The goal is to unlock the full potential in each colleague - empowering our people to grow as insurance professionals and add more value to our customers and AIG. How you will create an impact * This is a key role in our Lexington Builders Risk team in which you will take ownership for achieving goals and outcomes. You will be tasked with overseeing a range of programs and processes, in addition to handling a portfolio of Master Builders Risk program renewals and new business made up of complex risks. * You will thrive by successfully balancing the needs of multiple stakeholders and making sound decisions using data, analysis, experience, judgment, and a risk mindset. It will be essential to build effective relationships with brokers and to deliver a high standard of customer service as an example for the team to follow. * You will promote a culture of collaboration, inclusivity, and learning while mentoring and developing colleagues through effective leadership, role modeling, and training programs. You will aim to facilitate personal growth and career development, supporting succession planning. * You will also play a key role in new business development, including attending broker events and building new relationships across the market. Handle a portfolio of Master Builders Risk program renewals and new business made up of complex risks. What you'll need to succeed: * Proven underwriting experience in US Builders Risk, Inland Marine, Construction or Property including product features, forms, regulatory environment, and risks etc. and a successful record of selling products to clients. * Deep technical expertise of Builder's Risk as well as knowledge of the market, portfolio management, acquisition, and distribution * Strong communication, networking, and relationship-building skills. * Good organizational and time management skills. * Customer and sales-orientated behaviors: motivated, tenacious, focused, technically skilled, proactive, and accountable. Ready to lead by example? We would love to hear from you. For positions based in Chicago, New York, Los Angeles, San Francisco, , the base salary range is $114,500 - $143,500 and the position is eligible for a bonus in accordance with the terms of the applicable incentive plan. In addition, we're proud to offer a range of competitive benefits, a summary of which can be viewed here: US Benefits Overview. #LI-ME1 At AIG, we value in-person collaboration as a vital part of our culture, which is why we ask our team members to be primarily in the office. This approach helps us work together effectively and create a supportive, connected environment for our team and clients alike. Enjoy benefits that take care of what matters At AIG, our people are our greatest asset. We know how important it is to protect and invest in what's most important to you. That is why we created our Total Rewards Program, a comprehensive benefits package that extends beyond time spent at work to offer benefits focused on your health, wellbeing and financial security-as well as your professional development-to bring peace of mind to you and your family. Reimagining insurance to make a bigger difference to the world American International Group, Inc. (AIG) is a global leader in commercial and personal insurance solutions; we are one of the world's most far-reaching property casualty networks. It is an exciting time to join us - across our operations, we are thinking in new and innovative ways to deliver ever-better solutions to our customers. At AIG, you can go further to support individuals, businesses, and communities, helping them to manage risk, respond to times of uncertainty and discover new potential. We invest in our largest asset, our people, through continuous learning and development, in a culture that celebrates everyone for who they are and what they want to become. Welcome to a culture of inclusion We're committed to creating a culture that truly respects and celebrates each other's talents, backgrounds, cultures, opinions and goals. We foster a culture of inclusion and belonging through learning, cultural awareness activities and Employee Resource Groups (ERGs). With global chapters, ERGs are a cornerstone for our culture of inclusion. The talent of our people is one of AIG's greatest assets, and we are honored that our drive for positive change has been recognized by numerous recent awards and accreditations. AIG provides equal opportunity to all qualified individuals regardless of race, color, religion, age, gender, gender expression, national origin, veteran status, disability or any other legally protected categories. AIG is committed to working with and providing reasonable accommodations to job applicants and employees with disabilities. If you believe you need a reasonable accommodation, please send an email to *********************. We consider qualified applicants with criminal histories, consistent with applicable law. Functional Area: UW - Underwriting Lexington Specialty Insurance Agency, Inc.

Who Are We? Taking care of our customers, our communities and each other. That's the Travelers Promise. By honoring this commitment, we have maintained our reputation as one of the best property casualty insurers in the industry for over 170 years. Join us to discover a culture that is rooted in innovation and thrives on collaboration. Imagine loving what you do and where you do it. Job Category Risk Control Compensation Overview The hourly salary range provided for this position is a nationwide market range and represents a broad range of salaries for this role across the country. The actual hourly rate for this position will be determined by a number of factors, including the scope, complexity and location of the role; the skills, education, training, credentials and experience of the candidate; and other conditions of employment. As part of our comprehensive compensation and benefits program, employees are also eligible for performance-based cash incentive awards. Salary Range $24.00 - $25.00 Target Openings 3 What Is the Opportunity? Applications for this posting will be reviewed on a rolling basis. We encourage you to apply as soon as possible. Travelers has built a solid reputation as a leading insurance company and employs some of the most talented, passionate people in the industry and provides endless opportunities for those willing to reach for them. With over 105 years of experience in property risk control and safety management, plus leading industrial hygiene, fire and forensics laboratories, Travelers Risk Control has the expertise to provide customers with recommendations to help control hazards and reduce risks of property damage or injury. If you're driven and passionate about what you do and work each day to make an impact, you might be interested in an opportunity with Travelers. Applicants must be authorized to work for ANY employer in the U.S. The company does not sponsor/support H-1B petitions, TN, or Forms I-983/STEM OPT, for this role. What Will You Do? * Under direct supervision, the main responsibility of this internship opportunity is to develop risk control and general insurance industry knowledge, and to assist in providing risk control support to home office leadership, commercial or construction field consultants, or staff within our specialist disciplines (property, casualty services, forensics / industrial hygiene lab). This 10-12 week paid position. * Internship responsibilities and activities involve working within a team environment and may focus on any of the following: * As an active member of the team, assisting in: * preparing, conducting, and completing risk evaluations of client locations * determining the potential hazards and risk factors to be considered in risk selection * identifying uncontrolled hazards and making appropriate recommendations * consulting with clients on ways to control hazards to help them reduce, mitigate, or prevent loss * Researching and apply technical information to support current risk control service efforts * Attending co-surveys with experienced Risk Control staff to learn and develop consulting skills * Collaborating with Underwriting, Claim, Clients, BI Business Partners and other Risk Control staff * Completing one Capstone project and presentation to senior management on a relevant Risk Control topic * Ensuring timely completion of assignments * Perform other duties as assigned. What Will Our Ideal Candidate Have? * The candidate should demonstrate proficiency in the following areas: * Leadership. * Excellent verbal and written communication skills and presentation abilities. * Strong self-awareness, interpersonal skills and relationship-building abilities. * Effective organizational skills. * Demonstrated critical thinking skills. * Propensity and desire to learn rapidly and adapt quickly to change. * Ability to work independently. * Knowledge of Microsoft Office Suite and other business-related software. * Available to work 40 hours per week for the duration of the internship. What is a Must Have? * GPA of 3.0 or higher in a relevant degree program: Environmental Health and Safety, Occupational Health, Allied Health, Fire Protection Engineering, Kinesiology, Construction Safety, Construction Management, Biochemistry, Chemistry, Computer and Digital Forensics, Civil or Industrial Engineering, Science or Business. Social Science and Humanities students with interest and aptitude will also be considered. * Must be registered as a returning student and have completed related work studies. Employment Practices Travelers is an equal opportunity employer. We value the unique abilities and talents each individual brings to our organization and recognize that we benefit in numerous ways from our differences. We are committed to providing accommodation to persons with disabilities. If you require accommodation during the recruitment or interview process we will work with you to accommodate your needs. If you are a candidate and have specific questions regarding the physical requirements of this role, please send us an email so we may assist you. Travelers reserves the right to fill this position at a level above or below the level included in this posting. To learn more about our comprehensive benefit programs please visit *********************************************************

Morgan Stanley is a worldwide leader in Global Capital Markets and one of the top firms in underwriting across equity and debt transactions, as well as in bespoke derivative and structured solutions for institutional and corporate clients. Morgan Stanley's Global Capital Markets division offers a 10-week program that takes place at Morgan Stanley's Menlo Park, CA office. This program provides an opportunity to be placed in our Technology Equity Capital Markets Group. Summer Analysts will have the opportunity to learn from industry leaders across products and work on innovative transactions for clients. Over the course of the program, Summer Analysts will receive immersive training and orientation to develop a strong foundation in capital markets knowledge and financial analysis. Summer Analysts will have the opportunity to interact with other businesses across the firm, while also receiving formal mentorship and engagement from senior leadership. Summer Analysts will have the opportunity to be in a market driven environment while sitting on an open trading floor - closely integrated with their teams to receive on the job training and exposure to experienced professionals throughout the course of the internship. Program Overview Responsibilities may include but are not limited to: * Work with our clients on complex, innovative financing and risk management solutions. * Learn how to read complex financial models and understand how companies in the Technology sector are valued. * Learn how equity deals are priced and play an active role in the origination and execution of transactions, while working closely with your Corporate Finance counterparts in Investment Banking. * Help prepare materials to provide clients with valuable updates on market news and product trends, including how these affect their access to the equity capital markets. * Work with our trading and syndicate desks on pricing views and deal execution. * Analyze and create, for both corporate and financial sponsors, various equity financing alternatives. Qualifications & Skills * Pursuing a Bachelor's degree and will graduate between December 2027 and Spring 2028. * Minimum 3.4 GPA. * Basic knowledge of and a keen interest in finance. * Outstanding analytical, quantitative and technological skills. * A great multi-tasker, possess a strong work ethic, and have a positive attitude. * Excellent verbal and written communication skills. * A quick learner, both a leader and team player, and a self-starter with the ability to work independently. * Detail oriented with strong organizational skills and ability to manage time efficiently and effectively. Application Details * We review Global Capital Markets applications on a rolling basis and encourage you to apply as soon as you are ready because interviews can occur prior to the application period closing, which is Sunday, February 15. Expected base pay rates for the role will be $52.89 per hour at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet). Job Level Summer Analyst Program Summer Analyst