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Senior Analyst jobs at ARES - 2826 jobs

  • Analyst, Risk, Analytics and Reporting, AIS

    Ares Operations 4.8company rating

    Senior analyst job at ARES

    Over the last 20 years, Ares' success has been driven by our people and our culture. Today, our team is guided by our core values - Collaborative, Responsible, Entrepreneurial, Self-Aware, Trustworthy - and our purpose to be a catalyst for shared prosperity and a better future. Through our recruitment, career development and employee-focused programming, we are committed to fostering a welcoming and inclusive work environment where high-performance talent of diverse backgrounds, experiences, and perspectives can build careers within this exciting and growing industry. Job Description Ares is seeking a full-time Analyst to join our dynamic and growing Insurance Solutions team. The Analyst will provide day to day operations and analytics support across a wide range of aspects of our business and work closely with senior members of Ares Insurance Solutions (“AIS”) on a variety of activities. AIS is an in-house team that provides asset management, capital solutions and corporate development services to Ares Management's strategic initiatives in insurance, including Ares' established life and annuity platform, Aspida Financial. The new Analyst will work collaboratively with AIS leadership, investment teams inside and outside Ares, corporate strategy, and other stakeholders to support the growth of the insurance business. Over the last 20 years, Ares' success has been driven by our people and our culture. Today, our team is guided by our core values - Collaborative, Responsible, Entrepreneurial, Self-Aware, Trustworthy - and our purpose to be a catalyst for shared prosperity and a better future. Through our recruitment, career development and employee-focused programming, we are committed to fostering a welcoming and inclusive work environment where high-performance talent of diverse backgrounds, experiences, and perspectives can build careers within this exciting and growing industry. RESPONSIBILITIES: Maintain, gather and produce necessary upstream assumptions to the established Ares in-house Excel and Python models, including strategic asset allocations, market assumption updates, asset position validation, cash flow projections, and transaction data reconciliations across different asset classes, legal entities, and regulatory jurisdictions Support the ongoing operations of asset-liability management frameworks, financial planning and analysis, investment performance monitoring, and associated analytics for monthly or quarterly reporting, generate summary reports for senior management, and produce other ad-hoc presentational views as needed Standardize data received from Aspida pricing, valuation, accounting, and finance teams into organized format, utilize databases where appropriate. Proactively raise reasonability concerns using sound business judgement Contribute to the development, testing and validation of model enhancements effort, incorporate updates driven by regulatory changes, evolving market dynamics, and addition of nouveau asset strategies and business partnerships; Document work and related processes for review by other team members Build subject matter expertise in insurance regulatory (including but not limited to US NAIC and Bermuda BMA), accounting (GAAP and IFRS) and liability expertise to support all internal portfolio management and product strategy teams, as well as all distribution channels across the platform Develop thorough knowledge of Ares's investment capabilities, products and services, and integrate this knowledge into risk and analytical solutions for Aspida and its affiliated insurers Cultivate strong business relationships with other AIS team members and business partners from other Ares groups, as well as actuaries, accountants, risk, and compliance personnel from Aspida and its affiliated insurers QUALIFICATIONS: Undergraduate and/or advanced degrees in accounting, actuarial science, finance, mathematics, engineering and/or computer science preferred Professional designations such as CFA, FRM, FSA, etc., would be viewed favorably, but not essential Working experience of advanced Excel / PowerPoint / VBA required, experience in automation within Excel and PowerPoint is highly desirable Practical experience of model validation, analytics and automation in Python, working knowledge of common packages like pandas and numpy is a strong plus Strong organizational skills, with sound practices in data management and version control; familiarity with tools like Git and SQL is preferred Understanding of bond mathematic concepts such as duration, convexity, option-adjusted spread, z-spread, spread duration, key-rate duration, interest curve, cashflow pattern, etc are essential Experience working with investment accounting data/databases is a plus, but not required Demonstrated experience building Excel and Python based model Basic understanding of capital model frameworks An understanding of insurance accounting, ALM, risk management and portfolio management would be viewed favorably, but not required; however, willingness to learn and master these concepts would be essential Detailed oriented, hands-on problem-solving ability, intellectual curiosity High level of integrity enabling the candidate to become a trusted partner to clients and peers Eagerness to learn, coupled with a strong work ethic and team-first mentality Reporting Relationships Compensation The anticipated base salary range for this position is listed below. Total compensation may also include a discretionary performance-based bonus. Note, the range takes into account a broad spectrum of qualifications, including, but not limited to, years of relevant work experience, education, and other relevant qualifications specific to the role. $95,000 - $110,000 The firm also offers robust Benefits offerings. Ares U.S. Core Benefits include Comprehensive Medical/Rx, Dental and Vision plans; 401(k) program with company match; Flexible Savings Accounts (FSA); Healthcare Savings Accounts (HSA) with company contribution; Basic and Voluntary Life Insurance; Long-Term Disability (LTD) and Short-Term Disability (STD) insurance; Employee Assistance Program (EAP), and Commuter Benefits plan for parking and transit. Ares offers a number of additional benefits including access to a world-class medical advisory team, a mental health app that includes coaching, therapy and psychiatry, a mindfulness and wellbeing app, financial wellness benefit that includes access to a financial advisor, new parent leave, reproductive and adoption assistance, emergency backup care, matching gift program, education sponsorship program, and much more. There is no set deadline to apply for this job opportunity. Applications will be accepted on an ongoing basis until the search is no longer active.
    $95k-110k yearly Auto-Apply 60d+ ago
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  • Hybrid Transactions Analyst

    Harbourvest Partners (U.K.) Limited 4.5company rating

    Boston, MA jobs

    A global private markets firm is seeking an experienced Analyst to join their Transactions team in Boston. This hybrid role involves supporting the investment function, coordinating documentation, and ensuring compliance across multiple teams. The ideal candidate is exceptionally organized, detail-oriented, and proficient in Microsoft Office. With a competitive salary range of $70,000 - $90,000 and additional benefits, this position offers opportunities for growth in a collaborative environment. #J-18808-Ljbffr
    $70k-90k yearly 3d ago
  • Senior Analyst

    Continental Realty Corporation 3.9company rating

    Baltimore, MD jobs

    Senior Analyst - Commercial Collections & Compliance The Commercial Collections & Compliance Analyst supports the operational performance of our retail real estate portfolio by creating systems, improving workflows, and delivering clear reporting for Operations, Asset Management, and Leadership. This role serves as a cross-functional coordinator with Leasing, Lease Administration, Legal, and Property Management to ensure accuracy, compliance, and timely resolution of tenant financial and operational obligations. **Hybrid schedule available, requires 3 days at our corporate office in Baltimore.** Key Responsibilities 1. Commercial Collections Management Lead the end-to-end collections process across the retail portfolio; build proactive workflows, tiering, triggers, and dashboards beyond standard automated reports. Manage arrearages 60+ days past due, escalating to legal, outside counsel, or enforcement actions when appropriate. Support bankruptcy tracking and reporting with guidance from Retail Leasing leadership and Legal. Coordinate payment plans and settlement agreements in partnership with Leasing. Oversee legal collections and evictions with outside counsel, ensuring accurate tracking across the portfolio. 2. Post-Eviction Recovery & Analysis Analyze post-eviction collectability and recommend recovery strategies. Manage the full post-eviction recovery process with outside counsel, including tracking outcomes and evaluating cost-benefit KPIs. Provide recovery performance reporting to Operations and Asset Management. 3. Compliance Monitoring: Sales Reporting & COIs Track and collect delinquent sales reports; conduct high-level audits for reasonableness and reporting frequency. Monitor tenant COI compliance and intervene when Lease Administration and Legal escalations are exhausted. Engage directly with tenants when necessary, requiring strong interpersonal and negotiation skills. Maintain accurate compliance records and communicate status updates internally. 4. Reporting, Metrics & Business Intelligence Maintain and enhance a quarterly BI matrix capturing key metrics such as arrearages, collections performance, recovery rates, COI compliance, and sales reporting compliance. Standardize processes and develop automated or semi-automated workflows where feasible. Produce actionable portfolio-level insights for senior leadership. 5. Cross-Functional Collaboration & Communication Serve as the central liaison across Leasing, Lease Administration, Legal, and Property Management. Ensure alignment on tenant status, collection strategies, compliance issues, and next steps. Provide timely updates and insights to Operations and Asset Management. Qualifications 3-5+ years in commercial property management, collections, lease administration, or similar role; retail experience preferred. Strong analytical capabilities, including BI tools, Excel, and portfolio reporting. Proven ability to build systems, workflows, and standardized processes. Excellent cross-functional communication and coordination skills. Working knowledge of commercial leases, legal processes, and tenant compliance requirements. Highly organized and effective in a fast-paced owner-operator environment. CRC is a 60+ year-old company with a best-in-class reputation as investors and operators. The firm is currently $4 billion in AUM. CRC is vertically-integrated and we are focused on delivering exceptional investment results through nuanced and thoughtful business strategies, unique to each asset.
    $108k-141k yearly est. 18h ago
  • Life Actuarial Solutions Analyst Senior - Annuity Pricing Team

    USAA 4.7company rating

    Colorado Springs, CO jobs

    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 #1 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 Dedicated Life Actuarial Solutions Analyst Senior to join the Life Company's Annuity Pricing Team. Specific duties will involve custom quoting of structured settlement annuities, rate loading/validation, tool building and pricing of deferred and immediate annuities. Your role also supports Life/Annuity/Health actuarial work through one or more of the following activities: data extraction, data transformation, validation and analysis, and system functionality oversight and integration. Responsible for providing technical and analytical solutions for one or more of the following functions: pricing and product development, experience studies, actuarial assumption reviews, reserve calculations, financial reporting, asset liability management or competitive analysis. We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position will be based on the San Antonio, TX; Phoenix, AZ.; Colorado Springs, CO; Tampa, FL; Charlotte, NC. or Plano, TX. campus. Relocation assistance is not available for this position What you'll do: Independently extracts, integrates and transforms data from a multitude of sources, and may identify new sources. Reconciles and validates data accuracy, and reasonability of actuarial or financial information. Prepares reports, reserve estimates, journal entries, financial statements, industry surveys and/or special studies, analyzes data, and recommends solutions. Develops comprehensive and innovative solutions that impact productivity to improve actuarial tools and processes. Resolves unique and complex issues and navigates obstacles to deliver work product. Develops cost benefit analysis. Provides insight to management on issues and serves as a resource to team members on escalated issues of an unusual nature. Leads projects related to actuarial solutions including automation, IT projects, or product development initiatives. Oversees requirement development process through testing and implementation. Demonstrates in depth understanding to identify and resolve issues or potential defects. Maintains processes, procedures and tools, and ensures all regulatory requirements and internal controls are adhered to. Works with business partners to understand key regulatory implications that impact processes, and may develop processes to comply with new or changing regulations. May respond to audit requests and oversees coordination of responses to internal and external audit, such as Department of Insurance examination, as well as, other audit reports. Anticipates and analyzes trends or deviations from forecast, plan or other projections. Presents recommendations and communicates solutions to business partners and management in a clear, concise, logical and organized manner. Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: Bachelor's degree OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree. (Total of 10 years of experience without bachelor's degree) 6 or more years of technical experience as an analyst or other relevant technical work experience. What sets you apart: Bachelor's degree in mathematics, computer science, statistics, economics, finance, actuarial science, or similar quantitative field Work experience building analytical tools using applications such as excel VBA, Python, SQL, etc. At least one actuarial exam. Note: pursuing actuarial designation not required. Work experience supporting projects for actuarial or modeling functions Excellent verbal and written communication skills, with the ability to tailor the content for varying audiences. Strong aptitude for problem solving and technology US military experience through military service or a military spouse/domestic partner Compensation range: The salary range for this position is: $93,770 - $179,240 USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.). 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 USAAjobs.com. 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.
    $93.8k-179.2k yearly Auto-Apply 2d ago
  • Senior FP&A Analyst - Strategic Planning & Data Analytics

    Circle Internet Services Inc. 4.5company rating

    San Francisco, CA jobs

    A leading CI/CD platform provider in San Francisco is seeking a Senior Financial Analyst to drive strategic financial planning and analysis. You will own core planning processes, partner with R&D and G&A for investment guidance, and deliver financial insights to shape business strategy. The ideal candidate has 5-8 years of experience in FP&A, strong SQL and Excel skills, and familiarity with planning platforms like Pigment. Competitive salary range from $133,000 to $166,000 USD. #J-18808-Ljbffr
    $133k-166k yearly 4d ago
  • Product Analyst - Visa Crypto Product Team

    Visa Inc. 4.5company rating

    San Francisco, CA jobs

    As an Analyst on the Visa Crypto Product Team, you will work to help the largest banks, crypto exchanges, wallets, protocols and fastest growing fintechs launch and grow their Crypto based solutions in issuance, acceptance and general remittance. Today many of these companies are leveraging Visa to help power their payment solutions globally. In this role, you will act both as a relationship manager and as a product liaison to our strategic bank, crypto exchanges, crypto infrastructure companies, and fintech partners who are looking to launch, expand, and enhance their payment and remittance solutions. This will require understanding the client's business goals and objectives, providing information and direction to partners, ensuring that the client's contractual commitments are met, and resolving issues clients may face. This position requires strong client management skills and analytical abilities. An ideal candidate is a self-starter with the ability to handle complex deals and partners in a high growth environment and manage ambiguous situations with nuance. Essential Functions: Work with clients to identify strategic opportunities, manage complex assignments, and determine appropriate courses of action. Coordinate internal resources and project manage to accomplish Visa and client objectives as well as ensure that the client perspective is represented within the organization. Prepare and present rich analytics to help clients discover their program's performance and effectiveness. Represent the client's and account management's needs on the product roadmap by providing business requirements and prioritization and communicating roadmap back to the client. Research and resolve client issues by utilizing internal platforms and collaborate with internal partners to facilitate resolution. Grow the business by identifying new prospects that should leverage our services. Determine courses of action for crypto initiatives and cross-client goals, working cross-functionality with groups like legal, compliance, privacy, product, data science, and business development. Stay current with crypto industry and client trends and maintain a working knowledge of Visa products and services. This is a hybrid position. Expectation of days in office will be confirmed by your Hiring Manager. Basic Qualifications: 2 or more years of work experience with a Bachelor's Degree or an Advanced Degree (e.g. Masters, MBA, JD, MD, or PhD) Preferred Qualifications: 3 or more years of work experience with a Bachelor's Degree or more than 2 years of work experience with an Advanced Degree (e.g. Masters, MBA, JD, MD) Current or former experience in payments or crypto industry are strongly preferred Experience with end to end product and client solutioning delivery, make informed decisions on GTM strategy and commercials Demonstrate excellent written and verbal ability to communicate with key stakeholders and present to senior leadership team Strong knowledge base of stablecoin payment ecosystem, macroeconomics, blockchain tokenization / RWAs, and players involved. Research experience of blockchain primitives, stablecoins, real world tokenization is a plus Strong problem-solving skills and creativity to identify new opportunities and use cases, anticipate how stablecoins can impact payments ecosystem Strong product acumen - ability to take product into client solutioning, and partner with product team to deliver to market. Sales experience including running a deal cycle end-to-end and negotiating is strongly preferred Expertise in capturing complex concepts and pain points to real solutions for clients Creativity and resourcefulness to overcome unexpected roadblocks Demonstrated ability to articulate, drive, and motivate a team towards a strategic vision and roadmap Ability to successfully build strong partnerships with cross-functional teams in a matrixed organization Decisive and action oriented even in ambiguous situations Work Hours: Varies upon the needs of the department. Travel Requirements: This position requires travel 5-10% of the time. Mental/Physical Requirements: This position will be performed in an office setting. The position will require the incumbent to sit and stand at a desk, communicate in person and by telephone, frequently operate standard office equipment, such as telephones and computers. Visa is an EEO Employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, disability or protected veteran status. Visa will also consider for employment qualified applicants with criminal histories in a manner consistent with EEOC guidelines and applicable local law. Visa will consider for employment qualified applicants with criminal histories in a manner consistent with applicable local law, including the requirements of Article 49 of the San Francisco Police Code. U.S. APPLICANTS ONLY: The estimated salary range for a new hire into this position is 123,000.00 to 173,950.00 USD per year, which may include potential sales incentive payments (if applicable). Salary may vary depending on job-related factors which may include knowledge, skills, experience, and location. In addition, this position may be eligible for bonus and equity. Visa has a comprehensive benefits package for which this position may be eligible that includes Medical, Dental, Vision, 401 (k), FSA/HSA, Life Insurance, Paid Time Off, and Wellness Program. #J-18808-Ljbffr
    $96k-128k yearly est. 4d ago
  • Analyst (Local Governments)

    Moody's Investors Service 4.9company rating

    San Francisco, CA jobs

    At Moody's, we unite the brightest minds to turn today's risks into tomorrow's opportunities. We do this by striving to create an inclusive environment where everyone feels welcome to be who they are-with the freedom to exchange ideas, think innovatively, and listen to each other and customers in meaningful ways. Moody's is transforming how the world sees risk. As a global leader in ratings and integrated risk assessment, we're advancing AI to move from insight to action-enabling intelligence that not only understands complexity but responds to it. We decode risk to unlock opportunity, helping our clients navigate uncertainty with clarity, speed, and confidence. If you are excited about this opportunity but do not meet every single requirement, please apply! You still may be a great fit for this role or other open roles. We are seeking candidates who model our values: invest in every relationship, lead with curiosity, champion diverse perspectives, turn inputs into actions, and uphold trust through integrity. Skills & Qualifications 5+ years of work experience in public finance, preferably West Coast Local Governments or a related field Knowledge of local government budgeting, accounting, finance and audited financial statements Strong quantitative aptitude and proven analytical skills Excellent communication skills with ability to convey complex concepts clearly Understanding of economic, financial, and political challenges facing local governments Highly organized, efficient, and meticulous with ability to multi-task and meet deadlines Ability to work independently and collaboratively within a team Strong skills in data analysis Basic understanding of artificial intelligence concepts, with curiosity and enthusiasm for learning how AI tools can be used to improve processes and drive efficiency Education Graduate degree in public policy, public administration, economics, or business strongly preferred Responsibilities Provide insightful credit analysis and maintain ratings for West Coast local governments and rated obligations Present analytical recommendations to rating committees Contribute to portfolio maintenance through credit reviews Analyze data and write research reports and commentary on public finance trends Interact professionally with government representatives, financial intermediaries, and investors Respond to investor and press inquiries Represent the team at conferences and meetings Mentor junior analysts Leverage tools and technologies including spreadsheets, presentations, and AI-powered solutions About the Team Our West Coast Local Government team is responsible for analyzing and rating debt issued by cities, counties, schools, utilities and special districts in California, Oregon, Washington, Nevada, Montana, Wyoming, Arizona, Utah, Alaska, and Hawaii. By joining our team, you will contribute to maintaining rating accuracy, providing insightful credit analysis, and supporting market transparency. We embrace innovation through AI adoption to enhance analytical processes and drive efficiency across our workflows. For US-based roles only: the anticipated hiring base salary range for this position is $143,300.00-$207,650.00, depending on factors such as experience, education, level, skills, and location. This range is based on a full‑time position. In addition to base salary, this role is eligible for incentive compensation. Moody's also offers a competitive benefits package, including medical, dental, vision, parental leave, paid time off, a 401(k) plan with employee and company contribution opportunities, life, disability, accident insurance, a discounted employee stock purchase plan, and tuition reimbursement. Moody's is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, sex, gender, age, religion or creed, national origin, ancestry, citizenship, marital or familial status, sexual orientation, gender identity, gender expression, genetic information, physical or mental disability, military or veteran status, or any other characteristic protected by law. Moody's also provides reasonable accommodation to qualified individuals with disabilities or based on a sincerely held religious belief in accordance with applicable laws. If you need to inquire about a reasonable accommodation, or need assistance with completing the application process, please email accommodations@moodys.com. This contact information is for accommodation requests only, and cannot be used to inquire about the status of applications. For San Francisco positions, qualified applicants with criminal histories will be considered for employment consistent with the requirements of the San Francisco Fair Chance Ordinance. This position may be considered a promotional opportunity, pursuant to the Colorado Equal Pay for Equal Work Act. Click here to view our full EEO policy statement. Click here for more information on your EEO rights under the law. Click here to view our Pay Transparency Nondiscrimination statement. Click here to view our Notice to New York City Applicants. For more information on the Securities Trading Program, please refer to the STP Quick Reference guide on ComplianceNet. Please note: STP categories are assigned by the hiring teams and are subject to change over the course of an employee's tenure with Moody's. #J-18808-Ljbffr
    $143.3k-207.7k yearly 2d ago
  • Municipals Analyst

    Barclays 4.6company rating

    San Francisco, CA jobs

    Join Barclays as a Municipals Analyst, where you will gain a broad understanding of the Public Finance investment banking business by providing cross‑functional assistance to senior bankers. You will participate in municipal transactions and help source new opportunities by developing and evaluating debt profiles of various clients. Perform financial modeling and cash flow analyses to evaluate debt financing alternatives for municipal entities. You will also draft internal and external correspondence and client presentation materials discussing financing strategies, market trends, and Barclays' qualifications. Participate in transaction execution, including guiding deal logistics, running cash flows, preparing investor, and rating agency presentations, and reviewing financing documents. To be successful as a Municipals Analyst, you should have experience with: Financial services, government, or related field Ample quantitative abilities Excellent written and verbal communication skills Multitasking while exhibiting a high level of attention to detail Understanding of finance and bond math Some other highly valued skills may include: Experience with DBC Finance Program Demonstrated interest in public policy Familiarity with and understanding of financial markets High level of energy, positive attitude, and mental curiosity You may be assessed on the key critical skills relevant for success in this role, such as risk and controls, change and transformation, business acumen, strategic thinking, digital and technology, as well as job‑specific technical skills. This role is located in San Francisco, CA. This role is regulated by FINRA. Minimum Salary: $110,000 Maximum Salary: $125,000 The minimum and maximum salary/rate information above include only base salary or base hourly rate. It does not include any other type of compensation or benefits that may be available. Purpose of the role To raise capital and manage the financial risk of clients, including financial advisory services, identification and origination of market opportunities, research, economic analysis. Accountabilities Identification and cultivation of relationships with potential clients, including corporations, institutions, or government entities. Market research and analysis to identify industry trends, potential deal opportunities, and client needs. Collaboration with internal teams to develop pitch materials, financial models, and presentations for client meetings and transactions. Structuring and execution of deals, including mergers and acquisitions, capital raising, and strategic advisory services. Due diligence process coordination, timeline management, and liaising between various stakeholders involved in transactions. Analyst Expectations To perform prescribed activities in a timely manner and to a high standard consistently driving continuous improvement. Requires in-depth technical knowledge and experience in their assigned area of expertise Thorough understanding of the underlying principles and concepts within the area of expertise They lead and supervise a team, guiding and supporting professional development, allocating work requirements and coordinating team resources. If the position has leadership responsibilities, People Leaders are expected to demonstrate a clear set of leadership behaviours to create an environment for colleagues to thrive and deliver to a consistently excellent standard. The four LEAD behaviours are: L - Listen and be authentic, E - Energise and inspire, A - Align across the enterprise, D - Develop others. OR for an individual contributor, they develop technical expertise in work area, acting as an advisor where appropriate. Will have an impact on the work of related teams in the area. Partner with other functions and business areas. Takes responsibility for end results of a team's operational processing and activities. Escalate breaches of policies / procedure appropriately. Take responsibility for embedding new policies/ procedures adopted due to risk mitigation. Advise and influence decision making within own area of expertise. Take ownership for managing risk and strengthening controls in relation to the work you own or contribute to. Deliver your work and areas of responsibility in line with relevant rules, regulation and codes of conduct. Maintain and continually build an understanding of how own sub‑function integrates with function, alongside knowledge of the organisations products, services and processes within the function. Demonstrate understanding of how areas coordinate and contribute to the achievement of the objectives of the organisation sub‑function. Make evaluative judgements based on the analysis of factual information, paying attention to detail. Resolve problems by identifying and selecting solutions through the application of acquired technical experience and will be guided by precedents. Guide and persuade team members and communicate complex / sensitive information. Act as contact point for stakeholders outside of the immediate function, while building a network of contacts outside team and external to the organisation. All colleagues will be expected to demonstrate the Barclays Values of Respect, Integrity, Service, Excellence and Stewardship - our moral compass, helping us do what we believe is right. They will also be expected to demonstrate the Barclays Mindset - to Empower, Challenge and Drive - the operating manual for how we behave. #J-18808-Ljbffr
    $110k-125k yearly 3d ago
  • Senior Federal Budget Analyst - Financial Planning

    Axis Management Group 4.0company rating

    San Francisco, CA jobs

    A federal agency is seeking a Senior Budget Analyst in San Francisco, California. This role entails supporting financial management within federal programs by analyzing budgets and monitoring accounting functions. Candidates should possess a relevant Bachelor's degree and at least four years of experience in federal financial systems and regulations. The position is full-time at a federal client site. #J-18808-Ljbffr
    $66k-94k yearly est. 3d ago
  • Analyst, Transactions

    Harbourvest Partners (U.K.) Limited 4.5company rating

    Boston, MA jobs

    Analyst, Transactions page is loaded## Analyst, Transactionslocations: Bostontime type: Full timeposted on: Posted Todayjob requisition id: R2137**Job Description Summary**For over forty years, HarbourVest has been home to a committed team of professionals with an entrepreneurial spirit and a desire to deliver impactful solutions to our clients and investing partners. As our global firm grows, we continue to add individuals who seek a collaborative, open-door culture that values diversity and innovative thinking.In our collegial environment that's marked by low turnover and high energy, you'll be inspired to grow and thrive. Here, you will be encouraged to build on your strengths and acquire new skills and experiences.We are committed to fostering an environment of inclusion that promotes mutual respect among all employees. Understanding and valuing these differences optimizes the potential of both the individual and the firm.HarbourVest is an equal opportunity employer.This position will be a hybrid work arrangement. You will receive 18 remote workdays per quarter to use at your discretion, subject to manager approval. For example, you may choose to work in the office 4 days per week and take one remote day weekly (typically 13 weeks per quarter), leaving 5 additional remote days to be used as needed.The Analyst will serve as a member of the Transactions team supporting the investment function in investing capital as well as improving business operations. The role will have exposure to a wide range of activities surrounding the transaction closing process. This includes but is not limited to communication among relevant internal and external parties, supporting closing process and documentation, recording and reconciling transactions in our internal systems, and Know Your Client (KYC). This position will serve as a liaison with internal departments such as Legal, Accounting, Treasury, Tax, Compliance, and Portfolio Analytics, in addition to external parties, while observing all internal policies. The Analyst will support investments made from our offices in Boston, Toronto, London, Hong Kong, and Singapore. Prior experience with private equity, private credit, or corporate law firm would be an asset. Ability to provide notary services as a Notary Public of Massachusetts would also be an asset. This role is not focused on evaluating investment opportunities.## The ideal candidate is someone who is:* An exceptionally organized individual with an outstanding attention to detail* A team-player that is able to efficiently prioritize multiple projects and meet target dates with little direct supervision* Quick to develop a strong understanding of new systems, data relationships, and processes* Able to communicate professionally and confidentially with colleagues of all levels and across multiple teams## ## What you will do:* Coordinate documentation in support of investment execution (e.g., obtaining signatures, tax and compliance documents, wiring instructions, contact sheets)* Work closely across multiple groups and geographies to ensure compliance with all closing processes, internal documentation, and reporting procedures* Assist with the implementation of Transactions strategic initiatives, ad-hoc operational projects, and other aspects of group management* Maintain internal systems for planning and tracking investment closings for firmwide reference* Support associates/senior associates to facilitate and prepare the funding package for investments, ensuring that all requirements are satisfied completely, accurately, and in a timely manner* Reconcile discrepancies and work in internal systems and with internal business partners to ensure that appropriate information is entered in our systems accurately and completely* Track and upload transaction related legal and authorization documents* Prepare invoices for deal-related expenses and provide allocations for deal-related invoices received* Monitor incoming legal communications from General Partners* Provide Notary Public services* Other responsibilities as required## ## What you bring:* Proven problem-solving and analytical skills* Strong attention to detail* An ability to handle multiple projects* Excellent written and verbal communication skills* Experience working with Microsoft Excel, Word and PowerPoint* Prior experience with private markets or corporate law would be an asset## ## Education Preferred* Bachelor of Arts (B.A) or equivalent experience* Bachelor of Science (B.S) or equivalent experience**Experience*** 0-2 Years relevant experience preferred#LI-Hybrid**Salary Range**$70,000.00 - $90,000.00This USD base salary range represents only one component of total compensation for this role and is provided in accordance with local requirements. This role is eligible for a discretionary annual bonus, which is determined based on individual and overall firm performance. In addition to salary and bonus, total compensation may include eligibility for long-term reward programs and a comprehensive total rewards package that may include retirement, health, insurance, paid time off, and wellness programs. Our total rewards offerings are influenced by several business factors, and eligibility for certain components will vary by position and geography. Please note the posted ranges do not apply outside the U.S. and should not be converted to other currencies as a proxy for compensation in other countries.HarbourVest is an independent, global private markets firm with over 43 years of experience and more than $146 billion of assets under management as of June 30, 2025. Our interwoven platform provides clients access to global primary funds, secondary transactions, direct co-investments, real assets and infrastructure, and private credit. Our strengths extend across strategies, enabled by our team of more than 1,270 employees, including more than 230 investment professionals across Asia, Europe, and the Americas. Across our private markets platform, our team has committed more than $64 billion to newly-formed funds, completed over $66 billion in secondary purchases, and invested over $49 billion in direct operating companies. We partner strategically and plan our offerings innovatively to provide our clients with access, insight, and global opportunities. #J-18808-Ljbffr
    $70k-90k yearly 3d ago
  • Endpoint Management Analyst

    Commonwealth of Massachusetts 4.7company rating

    Boston, MA jobs

    About MassArt Founded in 1873, having celebrated its 150th anniversary in 2023, Massachusetts College of Art and Design (MassArt), is the nation's first and only independent, free‑standing public college of art and design in the country. MassArt is an inclusive community of thinkers, doers, makers, educators, innovators and leaders striving to shape the future through art and design. We've spent 150 years demonstrating the truly amazing things that happen when a world‑class art and design education is an option for every deserving student. Located in Boston's hub of arts and culture along the Avenue of the Arts, MassArt enrolls 2,000 students and offers a comprehensive range of undergraduate and graduate degrees in 18 disciplines, as well as continuing education and youth programs. MassArt strives to be a model of diversity and inclusion; the campus community reflects the layers of cultural and self‑identity that proudly make up our region, nation, and world. We build effective partnerships with co‑workers throughout the College by freely sharing appropriate information and providing assistance to all and maintain an environment that is welcoming to persons of all backgrounds, nationalities, and roles. Job Description Official Title: Endpoint Management Analyst Weekly hours: 37.5 hours Salary range: $73,000 to $77,000 annual FLSA Status: Exempt Bargaining unit: APA General Statement of Duties The Endpoint Management Analyst provides advanced technical support and systems engineering for endpoint devices and user-facing technologies across MassArt's academic and administrative environments. This role supports a diverse ecosystem, including Windows, mac OS, iOS, ChromeOS, and related platforms, ensuring secure, efficient, and scalable endpoint operations. The Analyst is focused on analyzing system health, optimizing deployment processes, managing application packaging, and troubleshooting complex failures within the management tools. Serves as a technical lead for endpoint deployment, security, and automation. Duties and Responsibilities Manage and support a fleet of Windows PCs, designing scalable solutions for configuration, deployment, policy enforcement, and user experience across academic and administrative environments. Serve as the Subject Matter Expert (SME) for all Windows technologies. Additionally, a key resource providing Tier 3 backup and escalation support for the Apple environment and related desktop infrastructure. Serve as Primary administrator for endpoint deployment and management platforms such as KACE, Intune, and ChromeOS tools. Serve as the backup administrator for JAMF and Apple School Manager, and support onboarding and integration of identity‑based tools. Assist in the management of the software licensing server and applications for both Macs and PCs. Identify and remediate systemic issues affecting endpoint connectivity. Collaborate with Print Services and vendors (e.g., Xerox) to troubleshoot and support print infrastructure, including Papercut, multifunction copiers, and large‑format printers. Act as a contributing administrator for endpoint‑related SaaS platforms such as Sophos (security) and CrashPlan (backup), ensuring reliable protection and recovery for PC users. Work with platform vendors to optimize service functionality and contribute to internal documentation for ongoing support and operations. Partner with Academic Technology and studio managers to coordinate software license deployments, Windows upgrade planning, and testing. Align software and OS update schedules with academic and administrative cycles, providing proactive support for version‑related compatibility or performance issues. Participate in roadmap planning for endpoint‑related services, collaborating with cross‑functional teams on strategic initiatives. Provide advanced technical support and end‑user assistance for endpoints, devices, and user‑focused technology resources including software, networks (wired, wireless, VPN), telecom services, and enterprise systems. Respond to and resolve service tickets in alignment with departmental policies, ensuring high‑quality customer service. As necessary, may provide functional supervision to contractors and students engaged in endpoint support. Perform additional duties as assigned by supervisor or Deputy Chief Information Officer. Qualifications Requirements A Bachelor's Degree or equivalent combination of education and directly related experience 3+ years of experience supporting working with a management system for Windows and mac OS endpoints in an enterprise environment. Proficiency with endpoint management tools (e.g., Intune, Jamf, KACE) and scripting languages. Strong knowledge of endpoint security practices, operating systems, and application troubleshooting. Demonstrated excellent communication, organizational, problem‑solving, and follow‑up skills. Ability to work independently and collaboratively in a diverse campus community. Ability to work as a member of a team. Familiarity with Information Technology Services Management (ITSM) and Information Technology Infrastructure Library (ITIL) Experience with Google Workspace, Active Directory, Azure/Entra ID and Office 365 Prior experience with service desk software. Preferred Qualifications Experience in Higher Education CompTIA A+ ITIL Foundation Jamf 100 Certificate Microsoft Certified: Endpoint Administrator Associate (MD‑102) - Covers endpoint deployment, policy configuration, compliance, security, and support in Microsoft 365 environments. Additional Information Additional Information: Please note MassArt: Does not support employment‑based visa sponsorship or non‑student exchange visitor visa sponsorship. Is not an E‑Verify institution. Selected candidates must be eligible to work in the US at the time of employment, complete all onboarding tasks including a Criminal Offender Record Information (CORI) and Sex Offender Registry Information (SORI) background review and provide proof of eligibility to work in the US by completing the Form 19, Immigration Reform and Control Act of 1986. You are required to show proof of your identity and employment eligibility within three (3) days of the start of your employment. You will not be authorized to work in any capacity until all paperwork has been completed. For a list of all acceptable documents please click here. Comprehensive Benefits (does not apply to contractor/student positions) When you embark on a career with the Commonwealth, you are offered an outstanding suite of employee benefits that add to the overall value of your compensation package. We take pride in providing a work experience that supports you, your loved ones, and your future. Want the specifics? Please click here to view MassArt Benefits. MassArt provides equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, gender, gender identity or expression, age, sexual orientation, national origin, ancestry, disability, military status, genetic information, pregnancy or a pregnancy‑related condition, or membership in any other legally protected class. MassArt complies with all applicable federal, state and local laws governing nondiscrimination in employment in every location in which the college operates. This policy applies to all terms and conditions of employment. Application Instructions Please provide a resume and cover letter. For additional inquiries related to the salary transparency, please contact Human Resources at ************** or **************. PLEASE APPLY FOR THIS OPPORTUNITY ON THE MASSART CAREERS PAGE TO BE CONSIDERED. SEE HERE TO APPLY. #J-18808-Ljbffr
    $73k-77k yearly 2d ago
  • Senior Principal Analyst, Corporate Real Estate

    Financial Industry Regulatory Authority, Inc. 4.7company rating

    Denver, CO jobs

    The Senior Principal Analyst, Corporate Real Estate reports to the Senior Director, Corporate Real Estate (CRE) and is a critical position in helping to drive overall CRE strategy. This position is responsible for analyzing nationwide real estate needs and trends, applying subject-matter expertise to shape FINRA's workplace strategy, and deliver insights that guide CRE leadership on long-range strategic forecasting. Additionally, this role manages the enterprise lease management program, $40+ million annual rent expense, and partners closely with external brokers to evaluate shifting market conditions across all regions. Responsible for partnering with Finance and CRE to oversee building operations month-end close, budget, forecasts, and variance analysis. The Senior Principal Analyst develops, elevates, and operationalizes management reporting and KPI frameworks for key stakeholders and senior leadership, ensuring visibility into performance, trends, and opportunities for optimization of the department. This is an experienced individual contributor role and expected to work under limited supervision.## **Essential Job Functions:*** Leads strategic analysis, recommendations, and decision support across CRE that enable senior leaders to make portfolio decisions aligned with FINRA's evolving workplace and workforce strategy.* Manages enterprise impact assessments tied to workplace strategy initiatives, identify and recommend early action opportunities.* Develops forecasting models that drive organizational decision-making; establishes comprehensive KPI frameworks aligned with corporate workplace strategy; and delivers strategic recommendations with measurable business impact to senior leadership.* Manages the financial oversight of corporate real estate capital initiatives, coordinating with internal teams and external project managers to ensure projects are delivered on budget and aligned with organizational objectives.* Oversees all corporate-wide lease matters. + Leads impact-analysis and lease recommendations for FINRA's workplace strategy. + Partners with Finance and Corporate Real Estate to oversee the building operations month-end close, budget, forecasts, and variance analyses. + Responsible for analyzing lease agreements with economic modeling, including total occupancy cost analyses incorporating tenant improvement allowances, and other rent concessions to evaluate total rents of multiple potential locations. + Ensure key milestone dates, such as early termination and extension notices, etc. and monitor lease compliance are accurately tracked by third party brokerage group. + Serve as the primary contact for operating expense reconciliations leases and third-party audit vendor; as well as provide annual ‘desk audit' for no less than two leases per year.* Manages, owns, and develops various executive management reports, including the CRE Dashboard, and serve as primary contact on CRE data for Management Committee.* Provide guidance to team members on financial and procurement matters related to the department.* Leads review of recommended sole-source requirements and conducts market analyses. Selects appropriate method of procurement (i.e. simplified acquisition procedures, sealed bidding, negotiations).* Demonstration of FINRA's values.* Collaboration, both in-person and virtually, in furtherance of FINRA's mission of investor protection and market integrity.## Education & Experience Requirements:* Bachelor's degree in Finance, Business Administration, or related field, or a combination of education and relevant work experience.* Minimum of nine (9) years of relevant work experience. Corporate real estate experience highly preferred.* Excellent analytical and project management skills.* Proficiency with PowerBI or similar reporting tool, Excel, and PowerPoint.* Proven ability to work autonomously, while operating in a fully collaborative environment, to influence and achieve desired outcomes, at all levels of the organization.* Strong oral and written communication skills.* Strong knowledge of MS Office Suite.* Experience with various real estate software such as FM Systems, a facilities management application, preferred.## Working Conditions:* Hybrid work environment, with defined in-person presence requirements.* Extended hours and travel, as needed.For work that is performed in CA, CO, FL, TX, IL, PA, MA, MD, VA, Washington, DC, NY and NJ, please refer to the chart below for the salary range for the corresponding location. In addition to location, actual compensation is based on various factors, including but not limited to, the candidate's skill set, level of experience, education, and internal peer compensation comparisons. CA: Minimum Salary $128,000, Maximum Salary $242,600CO/FL/TX: Minimum Salary $111,400, Maximum Salary $202,100IL\*/PA: Minimum Salary $122,800, Maximum Salary $222,400 MA/MD/VA/Washington, DC: Minimum Salary $128,000, Maximum Salary $232,500NY\*/NJ: Minimum Salary $128,000, Maximum Salary $242,600\*Including positions performed outside the state but reporting to an office or manager in that state.Candidates can expect salary offers that range from the minimum to the mid-point of the salary range. FINRA provides full pay ranges so that the candidate can consider their growth potential while at FINRA.#LI-Hybrid**To be considered for this position, please submit an application.** **Applications are accepted on an ongoing basis.***The information provided above has been designed to indicate the general nature and level of work of the position. It is not a comprehensive inventory of all duties, responsibilities and qualifications required.****Please note: If the “Apply Now” button on a job board posting does not take you directly to the FINRA Careers site, enter ***************************** strives to make our career site accessible to all users. If you need a disability-related accommodation for completing the application process, please contact FINRA's Employee Relations team at ************ or by email at ***************************. Please note that this process is exclusively for inquiries regarding application accommodations. Employees may be eligible for a discretionary bonus in addition to base pay. Non-exempt employees are also eligible for overtime pay in accordance with federal, state, or local law. As part of its dedication to employee wellness, FINRA provides comprehensive health, dental and vision insurance. Additional insurance includes basic life, accidental death and dismemberment, supplemental life, spouse/domestic partner and dependent life, and spouse/domestic partner and dependent accidental death and dismemberment, short- and long-term disability, long-term care, business travel accident, disability and legal. FINRA offers immediate participation and vesting in a 401(k) plan with company match and eligibility for participation in an additional FINRA-funded retirement contribution, tuition reimbursement, commuter benefits, and other benefits that support employee wellness, such as adoption assistance, backup family care, surrogacy benefits, employee assistance, and wellness programs.Time Off and Paid Leave\*FINRA encourages its employees to focus on their health and wellness in many ways, including through a generous time-off program of 15 days of paid time off, 5 personal days and 9 sick days, unless otherwise required by law (all pro-rated in the first year). Additionally, we are proud to support our communities by providing two volunteer service days (based on full-time schedule). Other paid leave includes military leave, jury duty leave, bereavement leave, voting and election official leave for federal, state or local primary and general elections, care of a family member leave (available after 90 days of employment); and childbirth and parental leave (available after 90 days of employment). Full-time employees receive nine #J-18808-Ljbffr
    $65k-81k yearly est. 5d ago
  • Sr. Business Consultant

    Visa Inc. 4.5company rating

    San Francisco, CA jobs

    The Finance Velocity Office was designed to accelerate our path to building a world class finance function. This function is shaping our transformation strategy, improving our business operations, and enhancing the impact we make as a function. Why velocity? Velocity is about both speed and strategy, focused on accelerating in a given direction. We will hone our approach, think big and decide quickly, living our Leadership Principles. This dedicated team is helping to drive global consistency and operating as one team to build a foundation that supports the growth and complexity of our business and improves the day to day interactions of our Finance teams. The Sr. Manager, Finance Transformation Communications and Project Management will join the Finance Velocity office to enhance and drive delivery a communications strategy and own project management responsibilities across a broad portfolio of Finance transformation initiatives. They will partner with change management SMEs and champions across Regions and Functions to develop a programmatic series of communications supporting change programs. In addition, they will work closely with Corporate Communications, Initiative leads and working teams to support developing communications strategies for all transformation initiatives. This role reports to the SD, Global Finance Strategy and Transformation but will interact with the SVP Finance Transformation Officer and her leadership team, and have work product visibility to the entire Finance Organization including the CFO and Finance Leadership Team. Essential Functions: Ability and willingness to jump in and learn about ongoing complex Finance Transformation initiatives to design, develop, and deliver communications on organizational, systems and process changes. Gather and analyze data from multiple sources, ensuring accuracy to create clear, engaging communications for diverse audiences. Proactively manage effective communication channels to keep all stakeholders informed, including emails, memos, whitepapers, .ppt presentations, town hall scripts, calendars, video clips, newsletters, internal social media, Sharepoint sites and more. Maintain updated information regularly. Develop insights driven communication for broad audiences, including executives. Act as the primary liaison for FVO communications with cross functional teams and stakeholders including corporate communications, Visa University/Training Team, and other teams as necessary Partner with SD, Change Management to conduct impact analysis and change management assessment, including change readiness Implement regular check ins with initiative teams using tollgate methodology. Support program milestone tracking and reporting. Organize transformation meetings and governance processes. Maintain progress reports and issue trackers. Assist in creating materials for Transformation Leadership Team Meetings. Work effectively with global, culturally diverse virtual teams. Champion organizational change. This is a hybrid position. Expectation of days in the office will be confirmed by your Hiring Manager. Basic Qualifications: 8 or more years of relevant work experience with a Bachelor Degree or at least 5 years of experience with an Advanced Degree (e.g. Masters, MBA, JD, MD) or 2 years of work experience with a PhD Preferred Qualifications: 9 or more years of relevant work experience with a Bachelor's Degree or 7 or more relevant years of experience with an Advanced Degree (e.g. Masters, MBA, JD, MD) or 3 or more years of experience with a PhD. Project, change management, Lean, Six Sigma certification a plus. Experience with Microsoft Power BI preferred, including creating dashboards, reports, and data visualizations to support business decision-making. Excellent written and verbal communication skills with the ability to distill complex information into a compelling narrative, and in a variety of formats (ex. presentations, talking points, executive summaries, etc.) Experience in program / project management in a transformation environment, experience in Finance transformation preferred Strong leadership and ability to influence without direct management of partners and stakeholders Ability to adapt quickly to changing priorities, assignments, and roles Entrepreneurial and flexible, strategic thinker who can balance strategy with detailed execution Experience with program management and communications tools Strong attention to detail Exceptional collaboration and partnership skills in a global, matrixed environment with cross functional teams Self-starter, results oriented individual with the ability to roll up their sleeves and handle numerous projects concurrently Ability to anticipate issues before they arise and work to proactively support resolution Proven track record of driving results, even when faced with ambiguous circumstances Exceptional personal accountability and the highest of ethical standards Work Hours: Varies upon the needs of the department. Travel Requirements: This position requires travel 5-10% of the time. Mental/Physical Requirements: This position will be performed in an office setting. The position will require the incumbent to sit and stand at a desk, communicate in person and by telephone, frequently operate standard office equipment, such as telephones and computers. Visa is an EEO Employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, disability or protected veteran status. Visa will consider for employment qualified applicants with criminal histories in a manner consistent with EEOC guidelines and applicable local law, including the requirements of Article 49 of the San Francisco Police Code. U.S. APPLICANTS ONLY: Salary & Benefits U.S. APPLICANTS ONLY: The estimated salary range for a new hire into this position is 149,900.00 to 217,500.00 USD per year, which may include potential sales incentive payments (if applicable). Salary may vary depending on job-related factors which may include knowledge, skills, experience, and location. In addition, this position may be eligible for bonus and equity. Visa has a comprehensive benefits package for which this position may be eligible that includes Medical, Dental, Vision, 401 (k), FSA/HSA, Life Insurance, Paid Time Off, and Wellness Program. #J-18808-Ljbffr
    $111k-141k yearly est. 3d ago
  • Operations Analyst for Private Equity Team

    Q Investments 4.1company rating

    Fort Worth, TX jobs

    PHI is interested in immediately hiring a top graduate to join their Private Equity Operations Team as an Operations Analyst to assist with the strategic and financial evaluation of the company. You will work directly for the CFO of PHI Oil & Gas and closely with the Q partner in charge of Private Equity who is currently the Chairman/CEO of PHI Group. This is an operationally focused role for a PE company and not a transactional private equity role. If you want a traditional/transactional private equity role, please do not apply. This role is for people who want to be a CEO one day. This is a fast track to that level. Compensation: 25% above what you are currently making or any offer you have. $100,000 minimum. $200,000 maximum. Minimum three-year commitment needed. About Q Family Office: Established in 1994, the Q Family Office is an organization that combines a 30-year history with a deep entrepreneurial spirit. The family office currently includes a manager of a $500 million hedge fund/private investment firm, a $3 billion bank, a $400 million real estate investment firm, and a $275 million charitable foundation. About PHI Group: Founded in 1949, PHI Group, Inc. is one of the world's leading helicopter services companies. The Company's primary business has been the safe and reliable transportation of personnel to, from, and among offshore platforms for customers engaged in the oil and gas exploration, development, and production industry. Although in recent years PHI has entered several new domestic and international markets, a large portion of its offshore flight operations continue to be concentrated in the Gulf of Mexico, where PHI is a leading provider of such services. Since late 1997, PHI has also provided air medical transportation for hospitals and for emergency service agencies where it operates principally as an independent provider of medical services. In addition, PHI performs helicopter maintenance and repair services, primarily to existing customers that own their own aircraft. As of July 31, 2022, PHI owned or operated 217 aircraft domestically and internationally, 110 of which were dedicated to its Oil and Gas segment and 107 of which were dedicated to its Air Medical segment. Position Description: Provide analytical, forecasting, reporting, and project support to the CFO for the businesses. Produce reports, which include key metrics, financial results, and variance analysis. Assist in identifying opportunities for performance improvement across the organization. Assist in analyzing M&A opportunities and evaluate new lines of business. Develop models that help with decision-making. Report directly to the CFO of PHI Oil & Gas and work closely with the Chairman of the Board and CEO, who is also a partner at Q Investments Requirements: Recent graduate with an interest in financial operations and management Highly proficient Excel modeling capabilities Partial VBA experience Excellent academic credentials Successful candidates must possess US employment authorization to work. Must be able to commit to the position for at least three years. About Scott McCarty: Mr. McCarty is a partner of Q Investments and has been with Q for over 20 years, starting in 2002. He is currently also the Chairman and CEO of PHI Group, Inc. Prior to leading the private equity and distressed investment groups at Q, he was a portfolio manager. Before joining Q Investments, Mr. McCarty was a captain in the United States Army. Mr. McCarty graduated with a BS from the United States Military Academy at West Point, where he was a Distinguished Cadet and recipient of the General Lee Donne Olvey Award and earned an MBA from Harvard Business School. Mr. McCarty has led several companies through corporate restructuring and has been on the public company boards of Exide Technologies, GulfMark Offshore Inc, Travelport Worldwide Ltd, and Jones Energy Inc., in addition to numerous other private company boards in the technology, environmental, energy and manufacturing sectors.
    $55k-82k yearly est. 1d ago
  • FS AWM Operations Management Consultant - Sr. Associate

    Price Waterhouse Coopers 4.5company rating

    Boston, MA jobs

    A career within Operations Consulting services, will provide you with the opportunity to help our clients optimise all elements of their operations to move beyond the role of a cost effective business enabler and become a source of competitive advantages. We focus on product innovation and development, supply chain, procurement and sourcing, manufacturing operations, service operations and capital asset programmes to drive both growth and profitability. To really stand out and make us fit for the future in a constantly changing world, each and every one of us at PwC needs to be a purpose-led and values-driven leader at every level. To help us achieve this we have the PwC Professional; our global leadership development framework. It gives us a single set of expectations across our lines, geographies and career paths, and provides transparency on the skills we need as individuals to be successful and progress in our careers, now and in the future. As a Senior Associate, you'll work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution. PwC Professional skills and responsibilities for this management level include but are not limited to: Use feedback and reflection to develop self awareness, personal strengths and address development areas. Delegate to others to provide stretch opportunities, coaching them to deliver results. Demonstrate critical thinking and the ability to bring order to unstructured problems. Use a broad range of tools and techniques to extract insights from current industry or sector trends. Review your work and that of others for quality, accuracy and relevance. Know how and when to use tools available for a given situation and can explain the reasons for this choice. Seek and embrace opportunities which give exposure to different situations, environments and perspectives. Use straightforward communication, in a structured way, when influencing and connecting with others. Able to read situations and modify behavior to build quality relationships. Uphold the firm's code of ethics and business conduct. Basic Qualifications Minimum Degree Required: Bachelor Degree Minimum Year(s) of Experience: 3 year(s) Degree Preferred: Master Degree Preferred Fields of Study: Business Administration/Management/Analytics, Operations Management/Research, Finance, Engineering, Computer and Information Science Certification(s) Preferred: CFA, CFP, CIMA Preferred Knowledge/Skills: Demonstrates thorough abilities and/or a proven record of success in the Asset and Wealth Management industry including the following areas: Applying proven experience in Wealth Management, and/or Asset Management business models and services; Applying knowledge of transaction lifecycles of Financial Services products; Applying knowledge of leading business applications that support various aspects of Asset Servicing and/or Asset Manager value chain; Maintaining current knowledge of operations and administration of Financial Services including middle and back-office operations; Applying experience with data and systems interactions including IT tools and technology; Utilizing project management software / tools; Learning new technologies; Understanding of key controls within payments, middle and back-office processes; Applying knowledge of data analysis, process and business requirements; Applying knowledge of technology implementations - design through roll‑out; Being familiar with trends of global organizations; Demonstrates thorough abilities and/or a proven record of success supporting large teams through the design and implementation of changes to Operations, including people, process and technology including the following areas: Delivering significant business results that utilizes strategic and creative thinking, problem solving, individual initiative; Leading project work streams, emphasizing the ability to build collaborative relationships with team members and work autonomously with little direction; Teaming with others including building productive and collaborative relationships with team members and proactively seeking guidance, clarification and feedback; Communicating effectively in written and verbal formats in various situations and to various audiences; Conducting market research and quantitative and qualitative analyses, including the timely synthesis of complex data into meaningful insights and the ability to grasp readily analytical frameworks and employ them effectively to either qualitative or quantitative evidence; Owning and delivering projects - including bringing together the right perspectives, identifying roadblocks, and integrating feedback from clients and team members; Structuring and communicating ideas logically; Seeking opportunities to build and maintain professional relationships; Approaching new projects with an open mind; Demonstrating empathy for coworkers and clients; Learning from mistakes and asking for help when needed; Persevering through challenges; Believing in the value created by diverse teams and adapting to a variety of working styles. Learn more about how we work: ************************** PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: *********************************** As PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race, color, religion, national origin, sex (including pregnancy, sexual orientation, and gender identity), age, disability, genetic information (including family medical history), veteran, marital, or citizenship status, or any other status protected by law. For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all. The salary range for this position is: $77,000 - $202,000. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. All hired individuals are eligible for an annual discretionary bonus. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: *********************************** #J-18808-Ljbffr
    $77k-202k yearly 1d ago
  • IT Access & Provisioning Analyst II

    Commonwealth of Massachusetts 4.7company rating

    Chelsea, MA jobs

    A state governmental agency in Chelsea, Massachusetts is seeking an Accounts Management Analyst II to manage employee provisioning and deprovisioning, ensure timely completion of requests, and support end-users with IT issues. The ideal candidate should have extensive experience in technical support, strong knowledge in Windows, Azure, and service management tools like ServiceNow, along with excellent problem-solving and communication skills. This full-time role offers a salary range between $77,290 and $116,401 annually. #J-18808-Ljbffr
    $77.3k-116k yearly 2d ago
  • Closing Consultant

    Capcenter 4.2company rating

    Richmond, VA jobs

    CapCenter is seeking a Closing Consultant to help pursue our mission: simplifying the homeownership journey with consolidated services, transparent pricing, and most importantly, a client-centric philosophy. This is a high growth role that we actively promote into operations and sales opportunities within 18 months. In the Closing Consultant role, you'll be the primary point of contact for CapCenter clients who are on the path to close a loan. Closing Consultants analyze our clients' applications and supporting documents to ensure each loan meets our rigorous underwriting standards. Alongside your analysis, you'll guide our clients, working internally with realtors, loan officers, underwriters, and insurance advisors so that all parties are set up for success at closing. Here's what you'll need to know about the role, our team, and what it takes to succeed at CapCenter. You will In your first 30 days, you will: Secure an NMLS license (we'll sponsor it!) Become a subject matter expert on lending Complete our introductory Consultative Sales training course In your first 90 days, you will: Act as a trusted advisor and advocate for our clients as they prepare for closing Work collaboratively with others to ensure accuracy and efficiency at each step of the way Build on your communications and underwriting knowledge through learning modules, proprietary training, and live coaching Complete a self-assessment to build a blueprint for career progression at CapCenter You are A critical thinker: we're happy to teach the content, but you should be hungry to learn, comfortable thinking on your toes, and adept at solving problems. A communicator: most Americans buy less than five homes in their life - it's critical that you build trust, distill complex financial concepts simply, and listen actively. Self-aware: you're looking for an opportunity to develop your strengths and weaknesses Driven to help others: you want to do good Ambitious: you want to do well A college graduate with a bachelor's degree We hire for talent, not experience. You should be a solutions-oriented thinker who is not afraid to roll up your sleeves and tackle challenging problems. You'll get NMLS Certification Competitive salary, variable pay & annual bonus 401k (with matching!), health, dental, & vision Training to learn the home-ownership experience back to front. To participate in cross-functional collaboration that fosters lateral and vertical career growth The opportunity to help people through one of the most stressful and important transactions of their lives. Our culture is growth oriented. Past Loan Analysts have been promoted into sales, operations, team lead, and market management roles.
    $77k-123k yearly est. 1d ago
  • Senior Financial Analyst - Corp FP&A

    Circle Internet Services Inc. 4.5company rating

    San Francisco, CA jobs

    Protect yourself from fraudulent recruiters targeting CircleCI job seekers. We prioritize the health and wellbeing of our employees through our comprehensive benefit package, including generous paid time off to rest and recharge, holistic mental health support, and benefits covering employees up to 100%. Growth Flexibility What does it mean to work at CircleCI? For us, flexibility is key. Join our Finance team as aSenior Financial Analyst driving strategic financial planning and analysis. In this high-impact role, you'll own core planning processes, partner cross-functionally with R&D and G&A to guide investment decisions, and deliver financial insights that shape business strategy. You'll leverage financial modeling, data analytics, and automation to drive better decision‑making across the organization. About the Team Our FP&A team partners with stakeholders across to provide financial insights that fuel smart growth. We lead budgeting, forecasting, and scenario planning processes, while also developing tools and frameworks that help leaders understand their performance and make confident investment decisions. We value curiosity, precision, and a builder mindset - and we're excited to add a teammate who thrives in both the numbers and strategy. What You'll Do Own the end‑to‑end planning and forecast rhythms for the company - leading the annual plan, quarterly reforecasts, and monthly close/BvA reviews, while driving alignment between top‑down targets and bottom‑up business plans. Build and maintain fully‑linked financial models across P&L, balance sheet, cash, billings, and ACV metrics used by the CFO and executive team for decision‑making. Develop scenario and sensitivity frameworks (pricing, headcount pacing, gross margin levers, investment trade‑offs) to support strategic choices by the CEO/CFO. Serve as finance partner to R&D and G&A - reviewing spend, headcount plans, and vendor strategy; quantifying ROI and resource efficiency to shape budget allocation. Drive COGS and unit economics understanding - including gross margin decomposition, cloud cost modeling, cost‑to‑serve analysis, and MAC/preferred‑pricing strategy evaluation. Collaborate with Engineering, Procurement, and Operations to identify and implement cost optimization initiatives that improve operating leverage. Write and modify SQL queries to pull financial and product‑usage data from Snowflake for self‑serve analysis, data validation, and forecast integration. Design planning structures and workflows in Pigment - building scalable modules, dashboards, and driver logic powering forecast submissions and executive views. Automate recurring financial reporting - including executive readouts, operating reviews, and board‑level materials - improving accuracy, speed, and consistency of insight delivery. Who You Are You have 5-8+ years of experience in FP&A, corporate finance, or business analytics, ideally in a SaaS or tech environment You're fluent in Excel/Sheets and skilled in building complex, multi‑driver financial models You can write and optimize SQL queries to pull and analyze data from multiple sources You have hands‑on experience with planning platforms like Pigment, Anaplan, or Adaptive You've worked closely with cross‑functional partners across G&A, R&D, or COGS orgs You have a solid understanding of GAAP vs. Non‑GAAP metrics and how they inform reporting and planning You're detail‑oriented, curious, and proactive in driving clarity and insight from data You enjoy building repeatable processes and tooling that scale with the business United States Base Pay Range $133,000 - $166,000 USD We will ensure that individuals with disabilities are provided reasonableaccommodation to participate in the job application or interview process, to performessential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation. About CircleCI CircleCI is the world's largest continuous integration/continuous delivery (CI/CD)platform, and the hub where code moves from idea to delivery. As one of the most‑used DevOps tools - processing more than 3 million jobs a day - CircleCI has unique access todata on how the most effective engineering teams work, and the tools to help softwarecompanies successfully leverage the power of AI into their commercial applications.Companies like Hinge, HuggingFace, and Samsung use us to improve engineering teamproductivity, release better products, and get to market faster. Founded in 2011 and headquartered in downtown San Francisco with a global, remoteworkforce, CircleCI is venture‑backed by Base10, Greenspring Associates, Eleven Prime, IVP, Sapphire Ventures, Top Tier Capital Partners, Baseline Ventures, Threshold Ventures, Scale Venture Partners, Owl Rock Capital, Next Equity Partners, Heavybit, and Harrison Metal Capital. CircleCI is an Equal Opportunity and Aff… (disclaimer) #J-18808-Ljbffr
    $133k-166k yearly 4d ago
  • Wealth Consultant Partner - Ultra High Net Worth- Orlando, FL

    Charles Schwab 4.8company rating

    Deltona, FL jobs

    Regular Your opportunity *In addition to a base salary range posted, this role is also eligible for bonus or incentive opportunities* As part of our Wealth Services team, the Wealth Consultant Partner is an essential member of an elite team providing high-touch service and on-going support for the wealth management needs of the ultra-high net worth client. In partnership with the Sr. Wealth Consultant, the Wealth Consultant Partner will deliver exceptional service, help to grow and deepen client relationships, while also delivering advice with the practice clients of the Sr. Wealth Consultant. As a Wealth Consultant Partner at Charles Schwab, you will operate in a team-based model partnered with one up to three Sr. Wealth Consultants. In a team-based model, tasks can be completed as directed by your Sr. Wealth Consultant(s), in partnership with, or independently with check-ins: Provide direct, dedicated support for Sr. Wealth Consultant(s) and their practice clients. Interface with existing practice clients via inbound, proactive and follow-up phone calls, and email as well as face to face interactions. Deepen new and existing client relationships by proactively and reactively uncovering additional business development opportunities and in partnership with your Sr. Wealth Consultant(s) to close the business. Provide advice to include suitability, recommendations, and planning for practice clients in partnership with your Sr. Wealth Consultant(s). Build, refresh, and deliver financial plans for practice clients in partnership with your Sr. Wealth Consultant(s). Update and compile client information through Schwab's internal customer relationship management (CRM) tool. Identify leads and proactively generate ideas to connect with clients and prospects. Set and prepare for appointments, e.g., review planning status, life events, suitability updates. Manage and perform activities in preparation for, and following, client appointments with designated Sr. Wealth Consultant(s). Manage local event administration including venue identification, scheduling, contract negotiation, invitation creation, attendance confirmation, development of client presentations, and follow-up post-event with clients and prospects. Support the business development and relationship building activities of the Sr. Wealth Consultant(s) by following up on referrals and engaging with prospective clients. Leverage key business partners (Partner Support & Pinnacle) to resolve, research, and respond to client inquiries and issues as well as ensure operational tasks are completed. Partner with Sr. Wealth Consultant(s) to ensure we are providing an exceptional experience for clients ultimately improving client promoter score for the branch. Participate in or conduct the initial client on-boarding process. Assist Sr. Wealth Consultant(s) with client segmentation and client engagement blue prints; leverage Connect mailings, branch workshops, as well as regional/national events. What you have Required minimum skills and qualifications are: Bachelor's degree or equivalent work related experience A valid and active Series 7 license is required (may be obtained under a condition of employment) A valid and active Series 66 (63/65) license is required (may be obtained under a condition of employment) Notary certification (may be obtained after hire) Minimum of 3 years of financial services experience is strongly preferred Passion for the client with the ability to strengthen and retain client relationships Results driven, highly motivated self-starter who possesses integrity, a strong work ethic and a passion for helping clients Demonstrated experience handling client concerns and issues with tact and diplomacy Strong written and verbal communication skills Demonstrated ability to handle multiple tasks simultaneously and effectively prioritize Aptitude for, and experience in, identifying new relationship development Show a genuine interest in staying current on market events and ability to understand the implications for clients Ability to uncover and meet client needs and effectively manage client expectations Demonstrated ability to be agile in changing environmental, economic, and client need scenarios Operational and/or project management experience Strong organizational skills with attention to detail Ability to develop and maintain good cross-enterprise working relationships Strong problem-solving skills Advanced technical skills, with the ability to utilize different applications at one time, including Windows, internet researching, database systems, and email Collaborative and team-based work style Ability to retain and execute upon complex information with relative ease Responsible for understanding and complying with applicable policies and procedures and applying ethical standards to every business activity in which they engage Maintain the highest ethical standards in the conduct of their business activities and professional dealings and to avoid even the appearance of impropriety There is a minimum time-in-position expectation of 2 years Pursuant to SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the NMLS registry system and remain in good standing. You will be required to register and to submit to the required SAFE Act background check and registration process. What's in it for you At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact. We offer a competitive benefits package that takes care of the whole you - both today and in the future: 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance
    $65k-91k yearly est. 2d ago
  • Wealth Consultant

    First Citizens 4.8company rating

    San Francisco, CA jobs

    The Wealth Consultant identifies, engages, acquires, and retains high net worth clients and prospects in holistic wealth management planning. Serves as a primary relationship manager for high net worth clients and families, while coordinating advice and activities with other members of the Wealth team. Determines and develops revenue-producing opportunities in multiple product lines to achieve growth and profitability goals through a diversified financial planning based approach. Serves as a Brand Ambassador by representing and promoting the Wealth line of business within the Bank and across the communities served. Responsibilities Client Acquisition - Identifies and attracts new clients to the Bank's wealth offerings through direct prospecting efforts, client referrals, and by partnering with Bank associates. Builds and cultivates strategic partnerships with centers of influence to enhance acquisition efforts. Responsible for external networking and market development. Relationship Management - Serves as a primary point of contact and advocate for high net worth prospects and clients. Maintains current knowledge and awareness of client circumstances, conditions, and overall relationship with the Bank to develop appropriate wealth plans. Represents the full services offering to clients, including investments, banking, financial planning, insurance, and trust services. Develops and executes a high-touch, client-centric experience to maintain and expand existing client relationships. Assists in the planning and facilitation of client events. Strategic Advice - Provides prospects and clients with expert wealth management advice. Develops strategic, comprehensive, and long-range plans to achieve the financial needs and goals of high net worth clients. Identifies appropriate products, services, and solutions based on client needs, wants and goals. Engages other associates within the department to provide ongoing advice, products and services as the needs of clients evolve. Collaboration - Fosters effective partnerships with Bank stakeholders to support departmental strategic approach. Engages with specialists from the broader business team to coordinate the delivery of wealth management products and services to clients. Qualifications Bachelor's Degree and 8 years of experience in Acquiring clients, Asset Gathering, and providing comprehensive Banking and Financial Planning advice OR High School Diploma or GED and 12 years of experience in Acquiring clients, Asset Gathering, and providing comprehensive Banking and Financial Planning advice Preferred Area of Experience: Client Acquisition, Asset Gathering, comprehensive Financial Planning, Banking, Investment Management, Insurance Planning, Trust & Estate Planning Required License or Certification Type: Series 7, 65 or 66 licenses, and State Life & LTC Insurance License Preferred Qualifications: Advanced Advisor/ Planning Designation Preferred The base pay for this position is generally between $210,000 to $300,000 per year. Actual starting base pay will be determined based on skills, experience, location and other non-discriminatory factors permitted by law. For some roles, total compensation may also include variable incentives, bonuses, benefits, and/or other awards as outlined in the offer of employment. Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. More information can be found at **************************************** #J-18808-Ljbffr
    $72k-109k yearly est. 2d ago

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