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  • Associate, Sponsor Coverage

    FT Partners 4.5company rating

    San Francisco, CA jobs

    Sponsor Coverage Associate Financial Technology Partners is one of the most successful boutique investment banks on Wall Street. Headquartered in San Francisco with additional offices in NYC and London, FT Partners has advised on some of the most meaningful transactions in the high-growth Financial Technology sector in recent years. We offer a full suite of financial and strategic advisory services, including merger and acquisition advisory, private capital raising and capital markets advisory. The Financial Technology sector is a dynamic industry that encompasses the convergence of financial services and technology. We are a global, 250+ employee firm that prides itself on having an extremely collegial and energetic culture. Every member of the organization is expected to meaningfully contribute to the Firm's success. Senior bankers at the Firm are formerly of Goldman Sachs, Morgan Stanley, JP Morgan, Evercore and other well-known banks. Role Description As a Sponsor Coverage Associate, you will take on a leadership role within a small, high-performing team focused on private equity and growth investor coverage in FinTech. You will not only execute on live transactions, investor initiatives, and thought-leadership content, but also drive project execution, manage junior team members, and set the tone for team culture and performance. Associates are expected to own workstreams end-to-end - from investor targeting and portfolio analysis through to client presentations and strategic recommendations. You will oversee LBO modeling, business development initiatives, and market research efforts, ensuring all deliverables are of the highest quality and deadlines are consistently met. This role provides unparalleled exposure to senior private equity professionals, portfolio company executives, and FT Partners' senior bankers. Associates play a pivotal part in shaping client strategy and deepening the firm's relationships across the global investor landscape, while simultaneously developing the skills required to advance into VP and leadership roles at FT Partners. What are the unique opportunities of this role? This is a rare opportunity to lead within the only investment bank exclusively dedicated to FinTech. From your first day, you will be entrusted to manage projects, coach and develop junior talent, and represent the firm in direct interactions with senior executives. The Associate role offers a fast track to becoming a trusted advisor while also helping shape the team's culture and growth. In this role, you will: Lead investor coverage and outreach initiatives across FT Partners' private equity and growth equity investor base Manage data-driven business development strategies, ensuring effective prioritization and execution against these important initiatives Supervise and review junior team members' analyses, financial models, and research deliverables Produce and publish high-quality insights on private equity investment trends, valuation dynamics, and FinTech M&A activity Collaborate with Senior MDs across IBD, Capital Markets, Research, Business Development, and other groups on live deals, outbound coverage and other special projects Manage buy-side advisory mandates, including idea generation and portfolio company strategic reviews Engage directly with senior FinTech investors, portfolio company CEOs, and FT Partners senior bankers Contribute to and shape team culture, setting a tone of collaboration, high performance, and professional development Qualifications: Bachelor's or Master's degree; strong academic performance (Finance, Economics, or Accounting preferred) Prior full-time experience in investment banking, private equity, or consulting Demonstrated mastery of financial modeling, valuation, and research Excellent project management, leadership, and organizational skills Strong written and verbal communication abilities, including client-facing presentations Entrepreneurial mindset with a proven ability to lead teams in a fast-paced environment High attention to detail and strong commitment to quality Permanent U.S. work authorization required (FT Partners will not sponsor work visas Why FT Partners? Senior leaders from Goldman Sachs, Morgan Stanley, JP Morgan, Evercore, and other top firms Recognized as Investment Bank of the Year / Boutique of the Year Experience across billion-dollar M&A and early-stage VC transactions Unmatched deal flow and premier client base Direct access to world-class executives and leading investors Clear career progression, competitive compensation, and significant leadership responsibility Collaborative, entrepreneurial culture within a rapidly growing firm Selected Transactions Include Advising Divvy's $2.5 billion Sale to Bill.com GreenSky's $2.2 billion Sale to Goldman Sachs Forge's $2 billion Merger with Motive Capital Corp. Truebill's $1.3 billion Sale to Rocket Companies Revolut's $800 million Financing at a $33 billion Valuation SpotOn's $300 million Series F Financing at a $3.6 billion Valuation Upgrade's $280 million Series F Financing at a $6 billion Valuation CAIS' $225 million Series C Financing at a $1 billion+ Valuation Bilt's $200 million Financing at a $3.1 billion valuation Newfront's $200 million Financing at a $2.2 billion Valuation DailyPay's $75 million Financing at a $1.8 billion Valuation Cart.com's $60 million Series C Financing at $1.2 billion Valuation Acorn's Acquisition of GoHenry Inclusion and Equal Opportunity Employment: Financial Technology Partners is an equal opportunity employer committed to diversity and inclusion. We are pleased to consider all qualified applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veterans status, Aboriginal/Native American status or any other legally-protected factors. If you require reasonable accommodation as part of the application process, please contact *************************
    $99k-144k yearly est. Auto-Apply 60d+ ago
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  • Associate

    Sunwest Bank 4.1company rating

    Irvine, CA jobs

    The associate role will be an essential part of the team at the Hovde Family Office. This role will have two main functions; public equity analysis and assisting with strategic portfolio company initiatives. You will be assisting Mr. Hovde and Mr. Lappetito in a variety of capacities including the management of the existing long/short investment portfolio, evaluation of new investment opportunities, assistance in monitoring existing private investments and other projects as they arise. The publicly traded long/short investment portfolio will require the associate to monitory existing positions and identify new investment opportunities. This will mainly require bottom-up company and security analysis but will also require a basic understanding in top-down understanding of macro trends and economic data analysis. The privately held investment portfolio will require the associate to understand bank investments and ideally real estate. This roll will be responsible for assisting in the management of these assets including monthly monitoring of operating performance, acquisition due diligence, corporate strategy and value-add projects. This is an excellent opportunity for an individual that wants excellent experience and direct exposure to a variety of companies and industries as well as the opportunity to learn from a very successful investor. ESSENTIAL DUTIES AND RESPONSIBILITIES • Assist in managing existing investments in banks, real estate, publicly traded equities and debt securities. • Responsible for monitoring and identifying long/short equity investments. • Responsible for evaluating fundamentals potential investment opportunities for the Hovde Family Office including acquisition due diligence • Evaluating new investment opportunities for their risks and possible returns, driven by detailed financial analysis • Actively participating in and driving the due diligence process when evaluating new investments • Preparing material for the presentation of investment opportunities • Providing financial oversight to new acquisitions throughout their transition and integration. • Conduct bottom-up, fundamental analysis on multiple companies across a variety of industries. • Responsible for tracking and reporting macroeconomic data and trends as well as researching specific industries. • Responsible for updating and managing weekly screens to identify investment opportunities and weekly economic data to monitor macro trends. • Assist in trade execution for publicly traded equities and debt securities. ADDITIONAL RESPONSIBILITIES Demonstrates high degree of professionalism in communication, attitude and teamwork with customers, peers and management Demonstrates high level of quality work, attendance and appearance Adheres to all Company Policies & Procedures and Safety Regulations Adheres to local, state and federal laws Understands and complies with all company rules and regulations Attends training and maintains a basic knowledge of procedures to ensure compliance with laws and regulations governing financial institutions, as they apply to your position and job responsibilities, with an emphasis on the BSA/AML/CIP, Consumer Privacy, Regulation CC, Information Security, Bank Protection Act, FACT-Identity Theft, Information Technology and GLBA. Additional duties as assigned as it relates to the position SUPERVISORY RESPONSIBILITIES This position does not have supervisory responsibilities MINIMUM QUALIFICATIONS • Education: Bachelor's Degree required; focus in finance or economics preferred. • Minimum of three (3) years of hands-on, investment experience. • Strong bottom-up, fundamental financial and company analysis skills. • Strong analytical skills, including knowledge of valuation methodologies • Strong understanding of economic data and macro trends with an ability to translate these into cohesive investment theses. • Excellent Microsoft Excel skills • Strong communication and written skills • Entrepreneurial, innovative and highly motivated individual who can work with considerable independence and has an insatiable appetite to learn. COMPETENCIES: Adaptability Communication Decision Making Initiative Innovation Motivator Organization Professionalism Results Orientated
    $59k-103k yearly est. Auto-Apply 60d+ ago
  • Antler Associate

    Antler 3.7company rating

    San Francisco, CA jobs

    Associate Antler backs the world's most ambitious founders from the very start. Founded on the belief that innovation is the key to building a better future, we partner with people across six continents to launch and scale high-potential startups that address meaningful opportunities and challenges. Knowing that exceptional founders can come from anywhere with any background, we have offices in 30 cities, including New York, London, Berlin, Stockholm, Bangalore, Singapore, Seoul, and Sydney. Our global community supports founders on deep business model validation, initial capital, expansion support, and follow-on funding. Fueled by a personal passion that goes beyond traditional investing, we have helped create and invested in more than 1,500 startups across a wide range of industries and technologies. A better future won't happen automatically-the world needs talented, determined, and resilient people to build it. Antler team members are part of an ambitious global community dedicated to helping the most driven founders move the world forward The Role As an Associate in Antler's Elevate fund, you will work closely with the senior members of the investing team to source and evaluate startups for investment. You will also assist the team in supporting those portfolio companies post-investment. We are looking for self-motivated individuals with a CS background who can help us scale our current processes. An ideal candidate has a strong interest or network in the startup ecosystem. Responsibilities As an Associate, you will: Analyze business plans, markets, industries and technology trends, with particular focus on deep-tech, SaaS, and technical product opportunities Conduct technical due diligence on engineering teams, product architectures, and technology stacks Create and present deep dives on emerging technologies, technical market dynamics, and industry trends to the broader Global fund team Source and evaluate investment opportunities across Antler locations around the world but with a focus in the Americas Lead diligence on potential investments using both quantitative methods (financial modeling, data analysis, technical assessments) and qualitative evaluation (founder assessment, market positioning, competitive analysis) Assess the technical feasibility and scalability of product roadmaps and technology solutions Support senior investment team members in management of existing portfolio companies, including technical advisory and product strategy discussions Independently manage and prioritize communications and processes on behalf of our senior investment team members. This includes both internal processes as well as engagements with founders, CTOs, engineers, and other stakeholders in the ecosystem Requirements Bachelor's degree in Computer Science, Engineering, or related technical field (or equivalent technical experience) 1-3 years of full-time work experience in fast-paced environments, ideally combining technical and business roles (e.g., software development followed by consulting, product management, or strategy) Strong technical foundation with hands-on experience in software development, product engineering, or technical project delivery Demonstrated ability to bridge technical and business contexts - can speak credibly with engineers while understanding commercial implications Comfortable performing both technical analysis (system architecture evaluation, technical feasibility assessments) and business analytics (market sizing, retention analysis, LTV/CAC computations, returns analysis) Deep understanding of technology trends, software development lifecycle, and how technical decisions impact business outcomes Strong interest in or experience with the startup ecosystem, particularly in technical product companies Strong networker with the ability to build relationships across both technical and business communities in the early-stage ecosystem throughout the United States Ability to quickly learn new technologies and assess technical innovation What we offer Clear ownership from day one Working in the heart of South Park alongside our residency in San Francisco Ability to build skill-sets across early-stage and late-stage investing Incredible growth and networking in the world of Venture Capital International environment which treats everyone with respect, promotes diversity and gives you room to grow Regular team events, including dinner and other activities
    $66k-128k yearly est. Auto-Apply 60d+ ago
  • Associate

    Gilbert CPAs 3.6company rating

    Sacramento, CA jobs

    Gilbert CPAs is one of the largest regional accounting firms and has been serving individuals and organizations in Sacramento and throughout California since 1984. We offer audit, tax, and consulting services to a wide variety of clients including privately held businesses, non-profits, public entity risk pools, educational entities, governmental entities, and employee benefit plans. We're passionate about what we do and the clients we serve. We recruit high-quality prospects and invest in our staff members to keep them current and growing in their profession. Our commitment to continuing education and career development ensures instruction in a full range of topics essential to your success. Gilbert provides at least 40 hours of CPE training per year. In addition to Gilbert University, the firm's curriculum of internal training provided exclusively for Gilbert staff members, our senior staff frequently attends AICPA and CalCPA state and national conferences, and other professional development training through our association Allinial Global. This allows our staff opportunities to network with other CPA professionals and receive training on the latest changes to accounting standards and methods. Gilbert has a mentor program designed to assist you in your professional success. When you join our team, you will be paired with a mentor. You will meet regularly with your mentor to determine your short-term and long-term goals, develop a plan for the coming year, and identify tasks for reaching your career goals. Our office environment is relaxed and friendly. We are proud to defy the “stuffy accountant” stereotype. From friendly competitions at our monthly staff meetings to water balloons at the summer picnic to dancing at the holiday party, we enjoy a combination of work and play. We also have fun volunteering together during our annual Community Service Day and are proud of our staff's community involvement. We have been recognized by the Sacramento Business Journal as a Partner in Philanthropy and an A+ Employer. Gilbert is currently seeking a Audit Associate to join their audit department. The candidate should be a CPA or CPA candidate. No experience required. The candidate must have excellent analytical, organizational, and project management skills. Responsibilities: Performs audit and review procedures as guided by a supervisor. Prepares work papers, and financial statements. Assists in proofing financial statements and other documents. Plans and conducts portions of smaller engagements as experience and judgment allow. Supervises workflow and other associates as experience and judgment allow. Communicates clearly and concisely. Desired Skills and Experience: Bachelor's or Master's degree with sufficient coursework to qualify the individual to sit for the CPA exam. Either hold a current or valid certified public accountant license or be working toward obtaining the license by taking and passing the applicable State of California CPA exam. Proficient in Word, Excel, and cloud-based applications.
    $57k-88k yearly est. 60d+ ago
  • Trust Associate

    Fremont Bank 4.3company rating

    Fremont, CA jobs

    Title: Trust Associate Hiring salary range: $75,000.00 - 95,000.00 annually Fremont Bank - one of the Bay Area's most respected and long-standing financial institutions - is seeking a strategic, hands-on professional to join and help advance our Trust Services team. This is a high-impact opportunity to contribute to the success of a mission-driven organization committed to excellence, community service, and strong client relationships. If you're energized by purpose-driven work, collaboration, and delivering meaningful results, we'd love to connect. Why Fremont Bank? Founded in 1964, Fremont Bank is one of the oldest independently owned banks in the Bay Area and has been consistently recognized as a Top Workplace for the past 15 consecutive years. Our foundation is built on relationships - with our clients, our associates, and our communities. We offer: * A people-first culture grounded in inclusion and excellence * Deep community involvement and local reinvestment * A mission-driven workplace where values and performance go hand in hand The Fremont Bank Way * Full-Service Banking with comprehensive financial solutions, advanced technology, and exceptional service * No-Compromise Approach - we help clients get to "yes" * Core Values: o Go above and beyond for clients o Foster a supportive and empowering environment for associates o Deeply invest in the well-being of our local community Position Overview The Trust Associate is responsible for providing administrative and operational support for the Trust Team. Specifically responsible for providing administrative/data entry support for all Trust Officers/Administrators with regards to onboarding new clients and marshaling in new assets. Role and Responsibilities Primary Responsibilities: * Onboarding of New Accounts: Works with the Trust Officers/Administrators and the trust accounting back-office vendor to ensure that the new account is set-up properly. * Coordination of collection of assets: Responsible for building relationships with customers, agencies, and organizations that have an interest in any aspect of an account which includes marshaling in assets with constant follow-up until all assets are received. * Interfaces with clients when needed within the context of onboarding a new relationship and marshaling in assets. * Serves as additional point of contact for existing clients in partnership with the assigned Trust Officer. Additional Responsibilities: * Develop and maintain an expertise in a specific area of Personal Trust sufficient to be a resource for colleagues in Personal Trust as well as other lines of business within the bank. * Provide consistent superior service by exceeding client's expectations while understanding and complying with Trust department policies and governmental regulations. * Maintains contact with existing clients and beneficiaries to deliver agreed upon services, address customer inquiries and resolve servicing issues. * Adheres strictly to compliance and operational risk controls in accordance with Bank and regulatory standards, policies and procedures. * Works closely with the Fiduciary Tax Preparer/CPAs pertaining to tax issues relating to clients. * Monitors and pays tax vouchers submitted by clients or needed by outside preparers. * Works with attorneys in matters relating to clients which include court accountings preparation. * Responsible for setting up miscellaneous, sundry and offsite assets on the trust accounting system. * Terminating Accounts: Prepare releases, divide assets, and collect all necessary paperwork; completing all steps on our closing account checklist. * Makes account distributions per legal document and applicable law per set standards within the department. * Responsible for facilitating payment approvals. * Assist in special projects. Minimum Qualifications * BA/BS in Business Administration or other related finance discipline or the equivalent combination of education, training, and work experience * Minimum of 5 years' experience in the trust industry and/or adhering to financial operating policies and procedures * CTFA preferred; not required * Excellent verbal and written communication needed to develop client and professional relationships * Ability to prioritize and multi-task * Proficient computer skills including expertise in Microsoft Office and ability to adapt to other computer programs as necessary to perform job function * Engages in regular interpersonal contact with clients, business professionals and colleagues * Proven success in handling multiple, diverse, and complex tasks * General knowledge of investment products and ability to communicate basic investment information to clients * Ability to meet time constraints without constant supervision * Professionalism and courtesy in dealing with customers and bank employees * High degree of accuracy with attention to detail required * Strong computer skills What Makes Fremont Bank Associates Thrive? * Team Players who go above and beyond to support their colleagues * Action-Oriented professionals who challenge the status quo and seek improvement * Purpose-Driven individuals who understand and champion the bank's community impact Benefits Snapshot Health & Wellness * Medical, dental, and vision insurance * Flexible Spending Accounts (FSA, Dependent Care, Health Savings) Financial & Retirement * Employee Stock Ownership Plan (ESOP) * 401(k) with employer match * Performance-based bonuses or incentives Work-Life & Perks * Paid holidays, vacation, and sick time * Free personal checking and savings accounts * Home loan rate discounts * Tuition reimbursement and professional development resources * On-site gym and discounted health club memberships * Employee Assistance Program (EAP) Equal Opportunity Employer Fremont Bank is proud to be an Equal Opportunity Employer. We are committed to creating an inclusive environment for all employees, regardless of race, color, religion, sex, gender identity, sexual orientation, national origin, age, disability, veteran status, or any other protected classification. Salary Range The hiring salary range for this position is $75,000.00 - 95,000.00 annually, based on factors such as experience, skills, education, and internal equity. Compensation decisions are made in consideration of these factors and in alignment with Fremont Bank's compensation philosophy. Employee Stock Ownership Plan (ESOP) The Employee Stock Ownership Plan (ESOP) is a way for Fremont Bank to contribute to the financial well-being of associates by making a contribution to their retirement account. In addition, the ESOP provides associates an opportunity to share in the growth and prosperity of Fremont Bank. Note to Search Firms: Fremont Bank does not accept unsolicited resumes from search firms or agencies without a signed service agreement. Unsolicited resumes will be considered the property of Fremont Bank, and no fees will be paid.
    $75k-95k yearly 17d ago
  • Relationship Associate

    Sunwest Bank 4.1company rating

    San Clemente, CA jobs

    This position is the face of the branch and responsible for completing all types of new and existing client transactions in an accurate, courteous and efficient manner. The incumbent knowledgeably addresses client questions and concerns. The incumbent identifies opportunities to deepen relationships by identifying needs for additional products and services and makes appropriate referrals. ESSENTIAL DUTIES AND RESPONSIBILITIES Provides a consistent and high level of service that exceeds client expectations and reflects in individual service scores Identifies opportunities to refer products and services to new and existing clients to meet monthly sales goals Operates within assigned cash limits and processes client deposits, withdrawals, transfers, payments, and account maintenance activities efficiently and accurately Maintains cash drawer within the assigned cash limits and accurately balances daily work at the end of each day Processes daily mail, night drop and ATM transactions in dual custody as assigned, and balances ATM when applicable Daily uses Transaction Management Systems (TMS) Encodes and scans branch transactions each day Processes incoming and outgoing cash shipments in dual custody Places holds on transactions as determined by Bank procedures Executes account stop payments as determined by Bank procedures Issues negotiable instruments in accordance with the Bank Secrecy Act Prepares Currency Transaction Reports and Suspicious Activity Concern Reports as needed May performs duties associated with opening personal and basic business type of new accounts and maintenance of existing accounts, including check orders, debit card orders, address changes, and updated or superseded signature cards Understands and complies with Bank policies, procedures and regulations governing job responsibilities ADDITIONAL RESPONSIBILITIES Demonstrates high degree of professionalism in communication, attitude and teamwork with customers, peers and management Demonstrates high level of quality work, attendance and appearance Adheres to all Company Policies & Procedures and Safety Regulations Adheres to local, state and federal laws Understands and complies with all company rules and regulations Attends training and maintains a basic knowledge of procedures to ensure compliance with laws and regulations governing financial institutions, as they apply to your position and job responsibilities, with an emphasis on the BSA/AML/CIP, Consumer Privacy, Regulation CC, Information Security, Bank Protection Act, FACT-Identity Theft, Information Technology and GLBA. Additional duties as assigned as it relates to the position SUPERVISORY RESPONSIBILITIES This position does not have supervisory responsibilities MINIMUM QUALIFICATIONS Two years of experience in cash handling and customer service or one year of experience as a teller at another financial institution Familiarity with Windows-based personal computers Proficient with Microsoft Office Suites (Outlook, Word, Excel) Effective time management skills with ability to prioritize Ability to relate well to all kinds of people with focus on the client Action-oriented contributor with a high energy level to serve client and branch needs Actively seeks opportunities to grow in position and career IND123
    $59k-103k yearly est. Auto-Apply 60d+ ago
  • Associate, Portfolio Specialist

    Blackrock 4.4company rating

    Sausalito, CA jobs

    About this role BlackRock SMA Solutions helps clients customize portfolios for unique tax, values-alignment, or investment exposures across direct indexing, fixed income, active equity, and multi-asset. We deliver world-class service to all of our clients, from wealth advisors to family offices to endowments and foundations. About this Role We are adding to our team and are looking for a Portfolio Specialist who will work closely with portfolio management and trading teams and will support their operational workflow. We are looking for candidates who are bright, motivated, articulate, and has a sense of humor. Ideal candidates will also have excellent problem-solving skills, a high degree of attention to detail, and outstanding organizational abilities. This position offers an excellent opportunity for someone interested in gaining experience in the finance industry and working for an established investment management firm. Our headquarters is in Sausalito, California, only one block from the beautiful harbor. It's a short, 20-minute drive from much of San Francisco (opposite the normal commute), and many of our team members are spread throughout San Francisco, the North Bay, and East Bay. Key Responsibilities: · Support the portfolio management and trading teams' operational workflows · Review and validate incoming client trade and analysis requests · Manage and maintain SalesForce dashboards and workflows · Assign client requests to appropriate Portfolio Managers and other internal teams · Reply to diverse internal and external requests in a timely manner · Document and refine operational processes for consistency and transparency · Contribute to initiatives that enhance overall client experience and service delivery · Support automation and efficiency improvements across various operational processes · Assist with ad hoc projects and responsibilities as needed. Qualifications: · BA/BS required · Minimum 3+ years prior work experience · Strong attention to detail and accuracy · Excellent written and verbal communication skills · Outstanding problem-solving and interpersonal skills · Strong organizational and multitasking skills · Ability to work independently and in a small group environment · A high degree of integrity with the ability to handle confidential matters · Capacity to work in a fast-paced environment · Collaborative attitude is a must · Familiarity with Salesforce a plus · Trade operations experience a plus For Sausalito, CA Only the salary range for this position is USD$116,000.00 - USD$155,000.00 . Additionally, employees are eligible for an annual discretionary bonus, and benefits including healthcare, leave benefits, and retirement benefits. BlackRock operates a pay-for-performance compensation philosophy and your total compensation may vary based on role, location, and firm, department and individual performance. Our benefits To help you stay energized, engaged and inspired, we offer a wide range of benefits including a strong retirement plan, tuition reimbursement, comprehensive healthcare, support for working parents and Flexible Time Off (FTO) so you can relax, recharge and be there for the people you care about. Our hybrid work model BlackRock's hybrid work model is designed to enable a culture of collaboration and apprenticeship that enriches the experience of our employees, while supporting flexibility for all. Employees are currently required to work at least 4 days in the office per week, with the flexibility to work from home 1 day a week. Some business groups may require more time in the office due to their roles and responsibilities. We remain focused on increasing the impactful moments that arise when we work together in person - aligned with our commitment to performance and innovation. As a new joiner, you can count on this hybrid model to accelerate your learning and onboarding experience here at BlackRock. About BlackRock At BlackRock, we are all connected by one mission: to help more and more people experience financial well-being. Our clients, and the people they serve, are saving for retirement, paying for their children's educations, buying homes and starting businesses. Their investments also help to strengthen the global economy: support businesses small and large; finance infrastructure projects that connect and power cities; and facilitate innovations that drive progress. This mission would not be possible without our smartest investment - the one we make in our employees. It's why we're dedicated to creating an environment where our colleagues feel welcomed, valued and supported with networks, benefits and development opportunities to help them thrive. For additional information on BlackRock, please visit @blackrock | Twitter: @blackrock | LinkedIn: ********************************** BlackRock is proud to be an equal opportunity workplace. We are committed to equal employment opportunity to all applicants and existing employees, and we evaluate qualified applicants without regard to race, creed, color, national origin, sex (including pregnancy and gender identity/expression), sexual orientation, age, ancestry, physical or mental disability, marital status, political affiliation, religion, citizenship status, genetic information, veteran status, or any other basis protected under applicable federal, state, or local law. View the EEOC's Know Your Rights poster and its supplement and the pay transparency statement. BlackRock is committed to full inclusion of all qualified individuals and to providing reasonable accommodations or job modifications for individuals with disabilities. If reasonable accommodation/adjustments are needed throughout the employment process, please email Disability.Assistance@blackrock.com. All requests are treated in line with our privacy policy. We recruit, hire, train, promote, pay, and administer all personnel actions without regard to race, color, religion, sex (including pregnancy, childbirth, and medical conditions related to pregnancy, childbirth, or breastfeeding), sex stereotyping (including assumptions about a person's appearance or behavior, gender roles, gender expression, or gender identity), gender, gender identity, gender expression, national origin, age, mental or physical disability, ancestry, medical condition, marital status, military or veteran status, citizenship status, sexual orientation, genetic information, or any other status protected by applicable law. We interpret these protected statuses broadly to include both the actual status and also any perceptions and assumptions made regarding these statuses.BlackRock will consider for employment qualified applicants with arrest or conviction records in a manner consistent with the requirements of the law, including any applicable fair chance law.
    $116k-155k yearly Auto-Apply 37d ago
  • Associate, Portfolio Specialist

    Blackrock, Inc. 4.4company rating

    Sausalito, CA jobs

    About this role BlackRock SMA Solutions helps clients customize portfolios for unique tax, values-alignment, or investment exposures across direct indexing, fixed income, active equity, and multi-asset. We deliver world-class service to all of our clients, from wealth advisors to family offices to endowments and foundations. About this Role We are adding to our team and are looking for a Portfolio Specialist who will work closely with portfolio management and trading teams and will support their operational workflow. We are looking for candidates who are bright, motivated, articulate, and has a sense of humor. Ideal candidates will also have excellent problem-solving skills, a high degree of attention to detail, and outstanding organizational abilities. This position offers an excellent opportunity for someone interested in gaining experience in the finance industry and working for an established investment management firm. Our headquarters is in Sausalito, California, only one block from the beautiful harbor. It's a short, 20-minute drive from much of San Francisco (opposite the normal commute), and many of our team members are spread throughout San Francisco, the North Bay, and East Bay. Key Responsibilities: * Support the portfolio management and trading teams' operational workflows * Review and validate incoming client trade and analysis requests * Manage and maintain SalesForce dashboards and workflows * Assign client requests to appropriate Portfolio Managers and other internal teams * Reply to diverse internal and external requests in a timely manner * Document and refine operational processes for consistency and transparency * Contribute to initiatives that enhance overall client experience and service delivery * Support automation and efficiency improvements across various operational processes * Assist with ad hoc projects and responsibilities as needed. Qualifications: * BA/BS required * Minimum 3+ years prior work experience * Strong attention to detail and accuracy * Excellent written and verbal communication skills * Outstanding problem-solving and interpersonal skills * Strong organizational and multitasking skills * Ability to work independently and in a small group environment * A high degree of integrity with the ability to handle confidential matters * Capacity to work in a fast-paced environment * Collaborative attitude is a must * Familiarity with Salesforce a plus * Trade operations experience a plus For Sausalito, CA Only the salary range for this position is USD$116,000.00 - USD$155,000.00 . Additionally, employees are eligible for an annual discretionary bonus, and benefits including healthcare, leave benefits, and retirement benefits. BlackRock operates a pay-for-performance compensation philosophy and your total compensation may vary based on role, location, and firm, department and individual performance. Our benefits To help you stay energized, engaged and inspired, we offer a wide range of benefits including a strong retirement plan, tuition reimbursement, comprehensive healthcare, support for working parents and Flexible Time Off (FTO) so you can relax, recharge and be there for the people you care about. Our hybrid work model BlackRock's hybrid work model is designed to enable a culture of collaboration and apprenticeship that enriches the experience of our employees, while supporting flexibility for all. Employees are currently required to work at least 4 days in the office per week, with the flexibility to work from home 1 day a week. Some business groups may require more time in the office due to their roles and responsibilities. We remain focused on increasing the impactful moments that arise when we work together in person - aligned with our commitment to performance and innovation. As a new joiner, you can count on this hybrid model to accelerate your learning and onboarding experience here at BlackRock. About BlackRock At BlackRock, we are all connected by one mission: to help more and more people experience financial well-being. Our clients, and the people they serve, are saving for retirement, paying for their children's educations, buying homes and starting businesses. Their investments also help to strengthen the global economy: support businesses small and large; finance infrastructure projects that connect and power cities; and facilitate innovations that drive progress. This mission would not be possible without our smartest investment - the one we make in our employees. It's why we're dedicated to creating an environment where our colleagues feel welcomed, valued and supported with networks, benefits and development opportunities to help them thrive. For additional information on BlackRock, please visit @blackrock | Twitter: @blackrock | LinkedIn: ********************************** BlackRock is proud to be an equal opportunity workplace. We are committed to equal employment opportunity to all applicants and existing employees, and we evaluate qualified applicants without regard to race, creed, color, national origin, sex (including pregnancy and gender identity/expression), sexual orientation, age, ancestry, physical or mental disability, marital status, political affiliation, religion, citizenship status, genetic information, veteran status, or any other basis protected under applicable federal, state, or local law. View the EEOC's Know Your Rights poster and its supplement and the pay transparency statement. BlackRock is committed to full inclusion of all qualified individuals and to providing reasonable accommodations or job modifications for individuals with disabilities. If reasonable accommodation/adjustments are needed throughout the employment process, please email Disability.Assistance@blackrock.com. All requests are treated in line with our privacy policy. We recruit, hire, train, promote, pay, and administer all personnel actions without regard to race, color, religion, sex (including pregnancy, childbirth, and medical conditions related to pregnancy, childbirth, or breastfeeding), sex stereotyping (including assumptions about a person's appearance or behavior, gender roles, gender expression, or gender identity), gender, gender identity, gender expression, national origin, age, mental or physical disability, ancestry, medical condition, marital status, military or veteran status, citizenship status, sexual orientation, genetic information, or any other status protected by applicable law. We interpret these protected statuses broadly to include both the actual status and also any perceptions and assumptions made regarding these statuses.BlackRock will consider for employment qualified applicants with arrest or conviction records in a manner consistent with the requirements of the law, including any applicable fair chance law.
    $116k-155k yearly 36d ago
  • Property Preservation Associate II

    Pennymac 4.7company rating

    Moorpark, CA jobs

    PENNYMAC Pennymac (NYSE: PFSI) is a specialty financial services firm with a comprehensive mortgage platform and integrated business focused on the production and servicing of U. S. mortgage loans and the management of investments related to the U. S. mortgage market. At Pennymac, our people are the foundation of our success and at the heart of our dynamic work culture. Together, we work towards a unified goal of helping millions of Americans achieve aspirations of homeownership through the complete mortgage journey. A Typical Day The Property Preservation Associate is required to perform timely and accurate analysis on property condition, maintenance and repair bids in order to convey property timely and minimize the cost risk associated to place the property in conveyance condition. The Property Preservation Associate will: Be responsible for a portfolio of FHA, VA, USDA and Conventional loans to oversee the property preservation Review repair bids, line item insurance claims, photo review of damage areas within the home and make final determination on cost, repairs and if work is necessary Negotiate cost of repairs with vendors to reduce company expense Resolve City Code Violations, Receiverships, Condemnation Orders, Demolition Orders in alignment with Property preservation guidelines Analyze numerous reports and requires to ensure compliance with established guidelines in Property Preservation Perform other related duties as required and assigned Demonstrate behaviors which are aligned with the organization's desired culture and values What You'll Bring High School Diploma / GED Proficient in Microsoft Office and G-Suite Workplace Some knowledge of homes repairs such as roof, windows, heat and air, drywall, basements, garages, framing, plumbing Mortgage Servicing industry, Construction or Insurance adjuster experience helpful Why You Should Join As one of the top mortgage lenders in the country, Pennymac has helped over 4 million lifetime homeowners achieve and sustain their aspirations of home. Our vision is to be the most trusted partner for home. Together, 4,000 Pennymac team members across the country are guided by our core values: to be Accountable, Reliable and Ethical in all that we do. Pennymac is committed to conducting a business that makes positive contributions and promotes long-term sustainable growth and to fostering an equitable and inclusive environment, where all employees and customers feel valued, respected and supported. Benefits That Bring It Home: Whether you're looking for flexible benefits for today, setting up short-term goals for tomorrow, or planning for long-term success and retirement, Pennymac's benefits have you covered. Some key benefits include: Comprehensive Medical, Dental, and Vision Paid Time Off Programs including vacation, holidays, illness, and parental leave Wellness Programs, Employee Recognition Programs, and onsite gyms and cafe style dining (select locations) Retirement benefits, life insurance, 401k match, and tuition reimbursement Philanthropy Programs including matching gifts, volunteer grants, charitable grants and corporate sponsorships To learn more about our benefits visit: ********************* page. link/benefits For residents with state required benefit information, additional information can be found at: ************ pennymac. com/additional-benefits-information Compensation: Individual salary may vary based on multiple factors including specific role, geographic location / market data, and skills and experience as defined below: Lower in range - Building skills and experience in the role Mid-range - Experience and skills align with proficiency in the role Higher in range - Experience and skills add value above typical requirements of the role Some roles may be eligible for performance-based compensation and/or stock-based incentives awarded to employees based on company and individual performance. Salary $39,000 - $55,000 Work Model OFFICE
    $39k-55k yearly Auto-Apply 10d ago
  • Venture Associate

    Alumni Ventures 4.1company rating

    Menlo Park, CA jobs

    Alumni Ventures is one of the world's most active venture capital platforms, with $1.4B+ in assets raised and investments in 1,300+ companies. Our network of 850,000+ members and 40+ dedicated investors connects accredited individuals to high-quality venture deals-typically reserved for institutions-through our alumni-driven communities and diversified co-investment strategy. With offices in Boston, New York, Chicago, Menlo Park, and Manchester, NH, we're rapidly growing and committed to fueling entrepreneurial success while developing the next generation of VC professionals. About the Role As a Venture Associate, you'll be an instrumental part of the investment team-helping to identify promising startups, conducting in-depth analysis, and collaborating with portfolio companies. Reporting to the Managing Partner and supporting Principal-level colleagues and the Investment Team, you'll play a critical role in evaluating investment potential, driving due diligence, and supporting deal execution and portfolio monitoring. What You'll Do Deal Sourcing & Screening Conduct proactive research to identify early-stage companies across sectors and geographies. Attend founder-led events, demo days, and conferences to build network and source potential investments. Market & Industry Research Perform thorough competitive and market analysis across sectors such as AI, healthcare, fintech, sustainability, etc. Identify market trends, key players, pain points, and growth potential. Company Evaluation & Due Diligence Build financial models, analyze unit economics, revenue forecasts, and cost structures. Evaluate team background, product-market fit, traction, business model, and fundraising needs. Coordinate and conduct due diligence-including customer and industry expert calls, reference checks, and legal/document review. Investment Memo & Presentation Draft clear, persuasive investment memos, presentations, and other materials for investment committee review. Transaction Support & Execution Assist with term sheet evaluation, capitalization table management, and final funding execution. Portfolio Monitoring & Value Add Support portfolio company founders with introductions, strategic insights, and operational best practices. Monitor KPIs, business milestones, and industry benchmarks to track portfolio company performance. Internal Collaboration & Firm Development Partner cross-functionally with Investor Relations, Marketing, and Operations teams. Contribute to internal initiatives such as deal flow strategy, knowledge sharing, and process enhancements. Firm Thought Leadership Publish expert insights or blog posts on trends and industry developments. Represent Alumni Ventures at conferences, panels, and demo showcases. Who You Are Bachelor's degree in Business, Finance, Economics, STEM, or a relevant field; MBA or advanced degree is a plus. 0-2 years of experience at a top-tier strategy consulting firm, investment bank, growth fund, startup, or related setting. Direct exposure to early-stage investing or startup operations is a plus. Strong financial modeling skills, with ability to assess market sizing, unit economics, revenue models, and cap table dynamics. Well-versed in software tools such as Excel, Pitchbook, Crunchbase, Pitchbook, Tableau, etc. Excellent written and verbal communication. Capable of synthesizing complex research into compelling narratives.Comfortable engaging with founders, investors, and advisors. Resourceful self-starter who takes initiative and approaches challenges with an entrepreneurial mindset. Exceptionally organized with a sharp eye for detail and follow-through. Thrives in fast-paced, dynamic environments, adapting quickly to shifting priorities. Brings intellectual curiosity, strong critical thinking, and a proactive, collaborative approach to building partnerships. Possesses experience or strong interest in AI tools, technologies, and industry trends, and can apply this knowledge to market research, deal evaluation, and portfolio support. Compensation includes a base salary of $100,000 plus equity, carry potential, and corporate bonus. Our benefits include Medical, Dental, Vision, 401k match, HSA, FSA, Life Insurance, Pet Insurance, Flexible PTO, and Parental Leave as well as career development. All employment is subject to passing a background check. Alumni Ventures is an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, or disability status. Please review our Privacy Policy.
    $100k yearly Auto-Apply 9d ago
  • Associate, Opportunistic Credit

    Pacific Investment Management Co 4.9company rating

    Newport Beach, CA jobs

    PIMCO is a global leader in active fixed income with deep expertise across public and private markets. We invest our clients' capital across a range of fixed income and credit opportunities, leveraging our decades of experience navigating complex debt markets. Our flexible capital base and deep relationships with issuers have helped us become one of the world's largest providers of traditional and nontraditional solutions for companies that need financing and investors who seek strong risk-adjusted returns. Since 1971, our people have shaped our organization through a high-performance inclusive culture, in which we celebrate diverse thinking. We invest in our people and strive to imprint our CORE values of Collaboration, Openness, Responsibility and Excellence. We believe each of us is here to help others succeed and this has led to PIMCO being recognized as an innovator, industry thought leader and trusted advisor to our clients. JOB DESCRIPTION PIMCO's growing $178 billion alternative complex invests in a wide range of asset types and geographies. PIMCO's opportunistic credit team manages funds focused on investing in directional and relative value opportunities across public and private corporate debt and equity, stressed/distressed capital structures, and various event-driven and special situation opportunities. PIMCO is seeking an Associate to join this opportunistic credit team, to be based in our Newport Beach office. You will be directly involved in identifying, evaluating, underwriting, and managing opportunistic credit and special situations investments. You will also interact across our investment organization; including Portfolio Management professionals within our alternatives platform, as well as across the firm's corporate research group. RESPONSIBILITIES Assist in identifying and evaluating public and private corporate debt and equity investments (both long and short), and special situation opportunities Partner with PIMCO Alternatives deal teams on diligence, underwriting, and management of selective investments Perform deep-dive research on industry sectors and individual companies, including detailed financial modeling and credit documentation review Communicate and present investment ideas and analysis to senior team members, portfolio managers, and investment committees REQUIREMENTS 2+ years of meaningful investment banking, credit research, and/or credit investing experience Strong experience in credit analysis and financial modeling, restructuring/distressed experience is a plus Outstanding academic credentials and demonstrated leadership capabilities Strong work ethic and integrity; you should be a team player who is proactive and self-motivated Experience managing tasks with minimal direction and an ability to make preliminary decisions in a short time frame Good communicator, strong written and oral presentation abilities; needs to be persuasive and credible Ability to work effectively on multiple projects simultaneously BENEFITS PIMCO is committed to offering a comprehensive portfolio of employee benefits designed to support the health and wellbeing of you and your family. Benefits vary by location but may include: Medical, dental, and vision coverage Life insurance and travel coverage 401(k) (defined contribution) retirement savings, retirement plan, pension contribution from your first day of employment Work/life programs such as flexible work arrangements, parental leave and support, employee assistance plan, commuter benefits, health club discounts, and educational/CFA certification reimbursement programs Community involvement opportunities with The PIMCO Foundation in each PIMCO office PIMCO follows a total compensation approach when rewarding employees which includes a base salary and a discretionary bonus. Base salary is the fixed component of compensation that is determined by core job responsibilities, relevant experience, internal level, and market factors. The discretionary bonus is used to award performance and therefore is determined by company, business, team, and individual performance. Salary Range: $ 135,000.00 - $ 180,000.00 Equal Employment Opportunity and Affirmative Action Statement PIMCO recruits and hires qualified candidates without regard to race, national origin, ancestry, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), sexual orientation, gender (including gender identity and expression), age, military or veteran status, disability (physical or mental), any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other basis such as medical condition, or marital status under applicable laws. Applicants with Disabilities PIMCO is an Equal Employment Opportunity/Affirmative Action employer. We provide reasonable accommodation for qualified individuals with disabilities, including veterans, in job application procedures. If you have any difficulty using our online system due to a disability and you would like to request an accommodation, you may contact us at ************ and leave a message. This is a dedicated line designed exclusively to assist job seekers with disabilities to apply online. Only messages left for this purpose will be considered. A response to your request may take up to two business days.
    $135k-180k yearly Auto-Apply 25d ago
  • Relationship Associate

    Grameen America 4.0company rating

    San Leandro, CA jobs

    About Us Grameen America, Inc. (GAI) is a nonprofit microfinance organization founded by 2008 Nobel Peace Prize recipient Muhammad Yunus. The fastest growing nonprofit microfinance organization in the U.S., Grameen America has provided over $2 billion in small business loans and served over 138,000 low-income, primarily minority women. GAI provides low-income women with micro-loans, asset-building through savings, financial education, and credit establishment for the purpose of beginning or expanding businesses. For more information, please visit grameenamerica.org. About the Job The Relationship Associate position is an entry level position at GAI which is intended to be the first step in a career progression with the organization. We are looking for someone who enjoys delivering a high level of customer service and builds positive relationships with borrowers and members for membership and business growth. The Relationship Associate reports to the Branch Manager. Work Location: Boyle Heights and Pico Union Los Angeles, CA We have begun our transition to in-person operations in phases. We have resumed our in-person field work for community outreach and member recruitment. Our branch offices are beginning the transition to in-person activities on a flexible work schedule until further notice. Primary Responsibilities: Relationship management Facilitate and lead weekly center meetings with our current members. Use this as a forum to share information about the Grameen program, education on financial & business topics, problem solving. Build positive relationships with borrowers and members for membership and business growth. Receives and responds to members and borrowers' questions in a timely and professional manner to resolve concerns and issues and provide high level of customer service support. Recruitment Deliver high level customer service and elevated member experience through communication by call, outreach activities, email, or other means to set expectations and build meaningful relationships towards a successful membership placement. Follow company standards and ensure high quality and productivity. Financial Methodology Monitor members' loan amount and related activities, including compliance with loan criteria, disbursements, collection of repayments, and reconciling daily payments. Accurately input and track members loan payments and other relevant data in appropriate systems (such as proper posting, compliance with required notifications, etc.). Skills and Qualifications: Proficiency in English and Spanish required. Excellent customer service communication skills. High level of integrity, punctuality, discipline, and attention to detail. Basic problem solving and numeric skills. Ability to work independently and with a team-player mentality. Ability to work a flexible schedule from Mondays to Fridays (early mornings and evenings). Education and Experience: Minimum of High School diploma or equivalency preferred or two years of relevant work experience required. Familiarity with Microsoft Word and Excel a plus. Knowledge in using computer, laptop, iPad, smartphone, Zoom, and other similar electronic devices and technology. Depending on location, valid driver's license required. We will adhere to all state and/or city COVID 19 vaccine mandate requirements. Grameen America is an Equal Opportunity Employer (EEO). All candidates for employment will be considered without regard to race, color, religion, sex, gender identity, sexual orientation, national origin, disability, veteran status, or any other basis protected by applicable federal, state or local law.
    $64k-131k yearly est. Auto-Apply 60d+ ago
  • Portfolio Associate - FX

    Pacific Investment Management Co 4.9company rating

    Newport Beach, CA jobs

    PIMCO is a global leader in active fixed income with deep expertise across public and private markets. We invest our clients' capital across a range of fixed income and credit opportunities, leveraging our decades of experience navigating complex debt markets. Our flexible capital base and deep relationships with issuers have helped us become one of the world's largest providers of traditional and nontraditional solutions for companies that need financing and investors who seek strong risk-adjusted returns. Since 1971, our people have shaped our organization through a high-performance inclusive culture, in which we celebrate diverse thinking. We invest in our people and strive to imprint our CORE values of Collaboration, Openness, Responsibility and Excellence. We believe each of us is here to help others succeed and this has led to PIMCO being recognized as an innovator, industry thought leader and trusted advisor to our clients. JOB DESCRIPTION Portfolio Associate Team Overview Portfolio Associate team members directly support Portfolio Managers and build relationships internally with Account Managers, Product Managers, Legal and Compliance counterparts, Operations teams, and other Portfolio Associate teams across the firm's global offices. On a day-to-day basis, Portfolio Associates actively monitor portfolios to assist Portfolio Managers in rebalancing risks and providing operational support where necessary. Portfolio Associates are routinely encouraged to provide creative solutions and develop key tools and reporting methods to support the Portfolio Management team. Position Development Value: Extensive exposure to industry authorities within Portfolio Management and across other functional areas of the firm A broad range of opportunities to collaborate with talented colleagues Learning environment focused on key buy-side portfolio risk and return principles Constructive feedback to foster career growth in addition to a formal annual review process Location: Newport Beach, CA. RESPONSIBILITIES Support Portfolio Managers on PIMCO's Global Desk in the capacity of an expert on all currency-related matters Assist in the tracking and monitoring of currency exposures in Global Portfolios and Overlay Strategies Provide operational support for firm-wide FX trading strategies Become an expert in all currency-related legal guidelines and take proper action daily to stay within the limits. Attend PIMCO account opening, closing, and transition meetings as an advisor on proper currency management Perform Risk Management on a daily basis in regards to currency hedging and rebalances Become an expert in all G10 and EM conventions and mechanics from trade to settlement for spot, forward and OTC options Work with Technology to keep processes accurate and up-to-date, mitigate risk, and enhance applications as needed Respond to ad hoc requests from the Portfolio Management team REQUIREMENTS Strong academic background in a technical field from a leading, accredited college or university Outstanding communication skills are required to operate in a complex financial environment Prior experience in Foreign Currency trade support or operations role/capacity preferred Excel “power user” - SQL, VBA, and Python skills are preferred Strong process-oriented background and ability to demonstrate keen portfolio risk and operational awareness Outstanding analytical skills with a proven ability to function efficiently and problem-solve in a fast paced and time-critical environment Additional REQUIREMENTS Strong fixed income investment knowledge base FX experience is a plus Good understanding of Portfolio Risks and Macro Investment Models Programming skill is a plus Ideal candidate will have Bachelor's degree with a minimum of 1-2yr of work experience or a Master's degree BENEFITS PIMCO is committed to offering a comprehensive portfolio of employee benefits designed to support the health and wellbeing of you and your family. Benefits vary by location but may include: Medical, dental, and vision coverage Life insurance and travel coverage 401(k) (defined contribution) retirement savings, retirement plan, pension contribution from your first day of employment Work/life programs such as flexible work arrangements, parental leave and support, employee assistance plan, commuter benefits, health club discounts, and educational/CFA certification reimbursement programs Community involvement opportunities with The PIMCO Foundation in each PIMCO office PIMCO follows a total compensation approach when rewarding employees which includes a base salary and a discretionary bonus. Base salary is the fixed component of compensation that is determined by core job responsibilities, relevant experience, internal level, and market factors. The discretionary bonus is used to award performance and therefore is determined by company, business, team, and individual performance. Salary Range: $ 105,000.00 - $ 115,000.00 Equal Employment Opportunity and Affirmative Action Statement PIMCO recruits and hires qualified candidates without regard to race, national origin, ancestry, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), sexual orientation, gender (including gender identity and expression), age, military or veteran status, disability (physical or mental), any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other basis such as medical condition, or marital status under applicable laws. Applicants with Disabilities PIMCO is an Equal Employment Opportunity/Affirmative Action employer. We provide reasonable accommodation for qualified individuals with disabilities, including veterans, in job application procedures. If you have any difficulty using our online system due to a disability and you would like to request an accommodation, you may contact us at ************ and leave a message. This is a dedicated line designed exclusively to assist job seekers with disabilities to apply online. Only messages left for this purpose will be considered. A response to your request may take up to two business days.
    $105k-115k yearly Auto-Apply 25d ago
  • Portfolio Associate - Global

    Pacific Investment Management Co 4.9company rating

    Newport Beach, CA jobs

    PIMCO is a global leader in active fixed income with deep expertise across public and private markets. We invest our clients' capital across a range of fixed income and credit opportunities, leveraging our decades of experience navigating complex debt markets. Our flexible capital base and deep relationships with issuers have helped us become one of the world's largest providers of traditional and nontraditional solutions for companies that need financing and investors who seek strong risk-adjusted returns. Since 1971, our people have shaped our organization through a high-performance inclusive culture, in which we celebrate diverse thinking. We invest in our people and strive to imprint our CORE values of Collaboration, Openness, Responsibility and Excellence. We believe each of us is here to help others succeed and this has led to PIMCO being recognized as an innovator, industry thought leader and trusted advisor to our clients. JOB DESCRIPTION Portfolio Associate Team Overview Portfolio Associate team members directly support Portfolio Managers and build relationships internally with Account Managers, Product Managers, Legal and Compliance counterparts, Operations teams, and other Portfolio Associate teams across the firm's global offices. On a day-to-day basis, Portfolio Associates actively monitor portfolios to assist Portfolio Managers in rebalancing risks and providing operational support where necessary. Portfolio Associates are routinely encouraged to provide creative solutions and develop key tools and reporting methods to support the Portfolio Management team. Position Development Value: Extensive exposure to industry authorities within Portfolio Management and across other functional areas of the firm A broad range of opportunities to collaborate with talented colleagues Learning environment focused on key buy-side portfolio risk and return principles Constructive feedback to foster career growth in addition to a formal annual review process Location: Newport Beach, CA. RESPONSIBILITIES Ensuring investment objectives are reflected across portfolios in scope Monitoring portfolio positions and products versus client guidelines in concert with Compliance team Coordinating with Portfolio Management on re-balancing of portfolios Utilizing proprietary risk systems for monitoring of portfolio exposures Assisting in account transitions and cash flow management Conducting performance and attribution analyses Ad hoc operational tasks Responding to ad hoc requests from the Portfolio Management team REQUIREMENTS Degree in finance, economics, mathematics or other related quantitative/analytical field from a leading university or equivalent experience. 2+ years of experience with international markets. Deep understanding of fixed income and FX markets including knowledge of most cash and derivative instruments Outstanding communication skills are required to operate in a complex financial environment Excel “power user” - SQL, Python and other programming skills are preferred Strong process-oriented background and ability to demonstrate keen portfolio risk and operational awareness Outstanding analytical skills with a proven ability to function efficiently and problem-solve in a high-pressure and time-critical environment Additional REQUIREMENTS Candidate will focus mainly on Global Strategies Good understanding of interest rates derivatives; proven knowledge of Option Greeks Good understanding of Portfolio Risks and Macro Investment Models Programming skill is a plus Ideal candidate will have Master's degree and/or CFA plus minimum 1-2yrs of work experience PIMCO follows a total compensation approach when rewarding employees which includes a base salary and a discretionary bonus. Base salary is the fixed component of compensation that is determined by core job responsibilities, relevant experience, internal level, and market factors. The discretionary bonus is used to award performance and therefore is determined by company, business, team, and individual performance. Salary Range: $ 105,000.00 - $ 115,000.00 Equal Employment Opportunity and Affirmative Action Statement PIMCO recruits and hires qualified candidates without regard to race, national origin, ancestry, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), sexual orientation, gender (including gender identity and expression), age, military or veteran status, disability (physical or mental), any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other basis such as medical condition, or marital status under applicable laws. Applicants with Disabilities PIMCO is an Equal Employment Opportunity/Affirmative Action employer. We provide reasonable accommodation for qualified individuals with disabilities, including veterans, in job application procedures. If you have any difficulty using our online system due to a disability and you would like to request an accommodation, you may contact us at ************ and leave a message. This is a dedicated line designed exclusively to assist job seekers with disabilities to apply online. Only messages left for this purpose will be considered. A response to your request may take up to two business days.
    $105k-115k yearly Auto-Apply 25d ago
  • Portfolio Associate, Hedge Fund

    Pacific Investment Management Co 4.9company rating

    Newport Beach, CA jobs

    PIMCO is a global leader in active fixed income with deep expertise across public and private markets. We invest our clients' capital across a range of fixed income and credit opportunities, leveraging our decades of experience navigating complex debt markets. Our flexible capital base and deep relationships with issuers have helped us become one of the world's largest providers of traditional and nontraditional solutions for companies that need financing and investors who seek strong risk-adjusted returns. Since 1971, our people have shaped our organization through a high-performance inclusive culture, in which we celebrate diverse thinking. We invest in our people and strive to imprint our CORE values of Collaboration, Openness, Responsibility and Excellence. We believe each of us is here to help others succeed and this has led to PIMCO being recognized as an innovator, industry thought leader and trusted advisor to our clients. PIMCO is a global leader in active fixed income with deep expertise across public and private markets. We invest our clients' capital across a range of fixed income and credit opportunities, leveraging our decades of experience navigating complex debt markets. Our flexible capital base and deep relationships with issuers have helped us become one of the world's largest providers of traditional and nontraditional solutions for companies that need financing and investors who seek strong risk-adjusted returns. Since 1971, our people have shaped our organization through a high-performance inclusive culture, in which we celebrate diverse thinking. We invest in our people and strive to imprint our CORE values of Collaboration, Openness, Responsibility and Excellence. We believe each of us is here to help others succeed and this has led to PIMCO being recognized as an innovator, industry thought leader and trusted advisor to our clients. Portfolio Associate Team Overview Portfolio Associate team members directly support Portfolio Managers and build relationships internally with Account Managers, Product Managers, Legal and Compliance counterparts, Operations teams, and other Portfolio Associate teams across the firm's global offices. On a day-to-day basis, Portfolio Associates actively monitor portfolios to assist Portfolio Managers in rebalancing risks and providing operational support where necessary. Portfolio Associates are routinely encouraged to provide creative solutions and develop key tools and reporting methods to support the Portfolio Management team. Position Development Value Extensive exposure to industry authorities within Portfolio Management and across other functional areas of the firm A broad range of opportunities to collaborate with talented colleagues Learning environment focused on key buy-side portfolio risk and return principles Constructive feedback to foster career growth in addition to a formal annual review process Location: Newport Beach, CA Responsibilities Ensuring investment objectives are reflected across portfolios in scope Monitoring portfolio positions and products versus client guidelines in concert with Compliance team Coordinating with Portfolio Management on re-balancing of portfolios Utilizing proprietary risk systems for monitoring of portfolio exposures Assisting in account transitions and cash flow management Conducting performance and attribution analyses Tagging trades into risk categories within the portfolio Ad hoc operational tasks Responding to ad hoc requests from the Portfolio Management team Requirements Strong academic background in a technical field from a leading, accredited college or university Good understanding of fixed income including knowledge of most cash and derivative instruments Outstanding communication skills are required to operate in a complex financial environment Excel “power user” - SQL, VBA and programming skills are preferred Strong process-oriented background and ability to demonstrate keen portfolio risk and operational awareness Outstanding analytical skills with a proven ability to function efficiently and problem-solve in a fast paced and time-critical environment PIMCO follows a total compensation approach when rewarding employees which includes a base salary and a discretionary bonus. Base salary is the fixed component of compensation that is determined by core job responsibilities, relevant experience, internal level, and market factors. The discretionary bonus is used to award performance and therefore is determined by company, business, team, and individual performance. PIMCO follows a total compensation approach when rewarding employees which includes a base salary and a discretionary bonus. Base salary is the fixed component of compensation that is determined by core job responsibilities, relevant experience, internal level, and market factors. The discretionary bonus is used to award performance and therefore is determined by company, business, team, and individual performance. Salary Range: $ 105,000.00 - $ 115,000.00 Equal Employment Opportunity and Affirmative Action Statement PIMCO recruits and hires qualified candidates without regard to race, national origin, ancestry, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), sexual orientation, gender (including gender identity and expression), age, military or veteran status, disability (physical or mental), any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other basis such as medical condition, or marital status under applicable laws. Applicants with Disabilities PIMCO is an Equal Employment Opportunity/Affirmative Action employer. We provide reasonable accommodation for qualified individuals with disabilities, including veterans, in job application procedures. If you have any difficulty using our online system due to a disability and you would like to request an accommodation, you may contact us at ************ and leave a message. This is a dedicated line designed exclusively to assist job seekers with disabilities to apply online. Only messages left for this purpose will be considered. A response to your request may take up to two business days.
    $105k-115k yearly Auto-Apply 25d ago
  • Portfolio Associate - SMA/Municipals

    Pacific Investment Management Co 4.9company rating

    San Diego, CA jobs

    PIMCO is a global leader in active fixed income with deep expertise across public and private markets. We invest our clients' capital across a range of fixed income and credit opportunities, leveraging our decades of experience navigating complex debt markets. Our flexible capital base and deep relationships with issuers have helped us become one of the world's largest providers of traditional and nontraditional solutions for companies that need financing and investors who seek strong risk-adjusted returns. Since 1971, our people have shaped our organization through a high-performance inclusive culture, in which we celebrate diverse thinking. We invest in our people and strive to imprint our CORE values of Collaboration, Openness, Responsibility and Excellence. We believe each of us is here to help others succeed and this has led to PIMCO being recognized as an innovator, industry thought leader and trusted advisor to our clients. JOB DESCRIPTION Portfolio Associate Team Overview Portfolio Associate team members help to oversee the portfolios on a day to day basis and liaise directly with Portfolio Managers and build relationships internally with Account Managers, Product Managers, Legal and Compliance counterparts, Operations teams, and other Portfolio Trade Associate teams across the firm's global offices. On a day-to-day basis, Portfolio Associates' primary functions will consist of monitoring risk exposures across portfolios, sizing trades to take risk measures to portfolio managers' desired target, and managing all other operational aspects of the portfolio. Portfolio Associates are routinely encouraged to provide creative solutions and develop key tools and reporting methods to support the Portfolio Management team. Position Development Value: Extensive exposure to industry experts within Portfolio Management and across other functional areas of the firm A broad range of opportunities to collaborate with talented colleagues Learning environment focused on key buy-side portfolio risk and return principles Constructive feedback to foster career growth in addition to a formal annual review process Location: San Diego, CA RESPONSIBILITIES Ensuring investment objectives are reflected across portfolios in scope Monitoring portfolio positions and products versus client guidelines in concert with Compliance team Coordinating with Portfolio Management on re-balancing of portfolios Utilizing proprietary risk systems for monitoring portfolio exposures Assisting in account transitions and cash flow management Conducting performance and attribution analyses Responding to ad-hoc requests from the Portfolio Management team REQUIREMENTS Bachelor's degree with strong academic background in a technical field from a leading, accredited college or university 2-3 years of relevant work experience in financial services/asset management industry Deep understanding of fixed income especially Tax-Exempt Municipal and Government Bonds Exceptional communication skills are required to operate in a complex financial environment Excel “power user” Python programming skills are preferred Strong process-oriented background and ability to demonstrate keen portfolio risk and operational awareness Outstanding analytical and multi-tasking skills with a proven ability to function efficiently and problem-solve in a high-pressure and time-critical environment ADDITIONAL POSITION REQUIREMENTS Primary focus will be on Tax-Exempt Municipal and Government bond Separately Managed Accounts (SMA) Understanding of Municipal bond market and retail ladder strategies a plus BENEFITS PIMCO is committed to offering a comprehensive portfolio of employee benefits designed to support the health and wellbeing of you and your family. Benefits vary by location but may include: Medical, dental, and vision coverage Life insurance and travel coverage 401(k) (defined contribution) retirement savings, retirement plan, pension contribution from your first day of employment Work/life programs such as flexible work arrangements, parental leave and support, employee assistance plan, commuter benefits, health club discounts, and educational/CFA certification reimbursement programs Community involvement opportunities with The PIMCO Foundation in each PIMCO office PIMCO follows a total compensation approach when rewarding employees which includes a base salary and a discretionary bonus. Base salary is the fixed component of compensation that is determined by core job responsibilities, relevant experience, internal level, and market factors. The discretionary bonus is used to award performance and therefore is determined by company, business, team, and individual performance. Salary Range: $ 87,000.00 - $ 93,000.00 Equal Employment Opportunity and Affirmative Action Statement PIMCO recruits and hires qualified candidates without regard to race, national origin, ancestry, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), sexual orientation, gender (including gender identity and expression), age, military or veteran status, disability (physical or mental), any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other basis such as medical condition, or marital status under applicable laws. Applicants with Disabilities PIMCO is an Equal Employment Opportunity/Affirmative Action employer. We provide reasonable accommodation for qualified individuals with disabilities, including veterans, in job application procedures. If you have any difficulty using our online system due to a disability and you would like to request an accommodation, you may contact us at ************ and leave a message. This is a dedicated line designed exclusively to assist job seekers with disabilities to apply online. Only messages left for this purpose will be considered. A response to your request may take up to two business days.
    $87k-93k yearly Auto-Apply 24d ago
  • Portfolio Associate - SMA/Municipals

    Pimco 4.9company rating

    San Diego, CA jobs

    PIMCO is a global leader in active fixed income with deep expertise across public and private markets. We invest our clients' capital across a range of fixed income and credit opportunities, leveraging our decades of experience navigating complex debt markets. Our flexible capital base and deep relationships with issuers have helped us become one of the world's largest providers of traditional and nontraditional solutions for companies that need financing and investors who seek strong risk-adjusted returns. Since 1971, our people have shaped our organization through a high-performance inclusive culture, in which we celebrate diverse thinking. We invest in our people and strive to imprint our CORE values of Collaboration, Openness, Responsibility and Excellence. We believe each of us is here to help others succeed and this has led to PIMCO being recognized as an innovator, industry thought leader and trusted advisor to our clients. JOB DESCRIPTION Portfolio Associate Team Overview Portfolio Associate team members help to oversee the portfolios on a day to day basis and liaise directly with Portfolio Managers and build relationships internally with Account Managers, Product Managers, Legal and Compliance counterparts, Operations teams, and other Portfolio Trade Associate teams across the firm's global offices. On a day-to-day basis, Portfolio Associates' primary functions will consist of monitoring risk exposures across portfolios, sizing trades to take risk measures to portfolio managers' desired target, and managing all other operational aspects of the portfolio. Portfolio Associates are routinely encouraged to provide creative solutions and develop key tools and reporting methods to support the Portfolio Management team. Position Development Value: * Extensive exposure to industry experts within Portfolio Management and across other functional areas of the firm * A broad range of opportunities to collaborate with talented colleagues * Learning environment focused on key buy-side portfolio risk and return principles * Constructive feedback to foster career growth in addition to a formal annual review process Location: San Diego, CA RESPONSIBILITIES * Ensuring investment objectives are reflected across portfolios in scope * Monitoring portfolio positions and products versus client guidelines in concert with Compliance team * Coordinating with Portfolio Management on re-balancing of portfolios * Utilizing proprietary risk systems for monitoring portfolio exposures * Assisting in account transitions and cash flow management * Conducting performance and attribution analyses * Responding to ad-hoc requests from the Portfolio Management team REQUIREMENTS * Bachelor's degree with strong academic background in a technical field from a leading, accredited college or university * 2-3 years of relevant work experience in financial services/asset management industry * Deep understanding of fixed income especially Tax-Exempt Municipal and Government Bonds * Exceptional communication skills are required to operate in a complex financial environment * Excel "power user" * Python programming skills are preferred * Strong process-oriented background and ability to demonstrate keen portfolio risk and operational awareness * Outstanding analytical and multi-tasking skills with a proven ability to function efficiently and problem-solve in a high-pressure and time-critical environment ADDITIONAL POSITION REQUIREMENTS * Primary focus will be on Tax-Exempt Municipal and Government bond Separately Managed Accounts (SMA) * Understanding of Municipal bond market and retail ladder strategies a plus BENEFITS PIMCO is committed to offering a comprehensive portfolio of employee benefits designed to support the health and wellbeing of you and your family. Benefits vary by location but may include: * Medical, dental, and vision coverage * Life insurance and travel coverage * 401(k) (defined contribution) retirement savings, retirement plan, pension contribution from your first day of employment * Work/life programs such as flexible work arrangements, parental leave and support, employee assistance plan, commuter benefits, health club discounts, and educational/CFA certification reimbursement programs * Community involvement opportunities with The PIMCO Foundation in each PIMCO office PIMCO follows a total compensation approach when rewarding employees which includes a base salary and a discretionary bonus. Base salary is the fixed component of compensation that is determined by core job responsibilities, relevant experience, internal level, and market factors. The discretionary bonus is used to award performance and therefore is determined by company, business, team, and individual performance. Salary Range: $ 87,000.00 - $ 93,000.00 Equal Employment Opportunity and Affirmative Action Statement PIMCO recruits and hires qualified candidates without regard to race, national origin, ancestry, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), sexual orientation, gender (including gender identity and expression), age, military or veteran status, disability (physical or mental), any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other basis such as medical condition, or marital status under applicable laws. Applicants with Disabilities PIMCO is an Equal Employment Opportunity/Affirmative Action employer. We provide reasonable accommodation for qualified individuals with disabilities, including veterans, in job application procedures. If you have any difficulty using our online system due to a disability and you would like to request an accommodation, you may contact us at ************ and leave a message. This is a dedicated line designed exclusively to assist job seekers with disabilities to apply online. Only messages left for this purpose will be considered. A response to your request may take up to two business days.
    $87k-93k yearly Auto-Apply 59d ago
  • Relationship Associate

    Grameen America Inc. 4.0company rating

    Los Angeles, CA jobs

    Salary: $19.42 per hour About Us Grameen America is a nonprofit microfinance organization dedicated to helping low-income women entrepreneurs build businesses to enable upward financial mobility. We envision an inclusive society in which all entrepreneurs, regardless of gender, race or income, have access to fair and affordable financial services. We provide affordable capital, credit- and asset-building, education and peer support to enable our members to boost their business income, create jobs and transform communities. Founded by Nobel Peace Prize laureate Muhammad Yunus in 2008, Grameen America is now the fastest growing nonprofit microfinance organization in the U.S., having achieved tremendous milestones in its first 16 years of operations, investing in 220,000 low-income women entrepreneurs while demonstrating measurable impact. Our members have repaid their loans at a rate of over 99% and have become economic drivers in their communities. For more information, please visit grameenamerica.org About the Job The Relationship Associate position is an entry level position at GAI, designed to be the first step in a career path with the organization. We are seeking a motivated individual who thrives on delivering exceptional customer service, engaging in outreach activities, enjoys working with people, providing excellent customer service, and contributing to member recruitment and outreach efforts of the branch. A positive attitude, strong communication skills, and a willingness to learn are key to success in this role. The Relationship Associate reports to the Branch Manager. On- Site Work Requirements Grameen America operates on the ground, within the communities we serve. Employees are expected to work in person at both the branch and in the community based on program needs and in consultation with their Branch Manager. At a minimum, employees must be present at the branch at least three (3) days per week but based on operational needs you may be required to be onsite for up to five (5) days per week per your supervisor's discretion. Key Responsibilities as a Relationship Associate: Relationship management Conduct weekly center meetings during which we collect and follow-up with loan repayments, share program updates and educational discussions Build strong and positive relationships with members to support both retention and business growth. Respond to member inquiries promptly and professionally, Assist with problem solving & engagement. Conduct in-person home verification and business visits to verify and ensure the legitimacy and accuracy of borrower's information. Uphold high standards of service, quality, and productivity. Adhere to all company policies and procedures. Recruitment & Outreach Conduct outreach through various channels within the neighborhoods your branch serves, which requires regular local travel. This includes in-person & virtual touch points with entrepreneurs and potential future members at local businesses, residential and commercial areas, etc. Outreach activities also include conducting info sessions, group training, etc. at various locations within the community. Use these outreach techniques to grow the program by recruiting new members to achieve designated membership growth targets. Financial Methodology Monitor member loan activity, ensuring compliance with loan criteria, disbursement guidelines, and repayment schedules. Reconcile and accurately input payment data into internal systems, ensuring proper documentation and compliance with required notifications. The Skills You Will Bring: Bilingual proficiency in English and Spanish. Strong customer service and communication skills. High level of integrity, discipline, punctuality, and work ethic. Ability to multitask, manage time effectively, and maintain strong attention to detail. Basic numeric and problem-solving skills. Collaborative and self-motivated - able to work independently and as part of a team. Flexibility to work varied hours (early mornings/evenings) Monday through Friday. Comfortable using computers, email, smartphones, tablets (iPad), Zoom, and related technologies. Willingness to learn. Education and Experience: High School diploma or equivalency preferred, or two years of relevant work experience required. Familiarity with Microsoft Word and Excel a plus. Requirements Valid driver's license required depending on business location. What We Offer You: • Medical, dental, and vision insurance plans • Paid Holidays, vacation and sick time • 401K retirement savings plans • Flexible Spending Account (FSA) • Training and development opportunities • Wellness platform with two free coaching sessions per month • And more! Grameen America is an Equal Opportunity Employer (EEO) committed to diversity and inclusion in its workplace. Grameen America employment decisions are based on job requirements and individual skills and qualifications without regard to the applicant's race, ethnicity, color, religion, sex, gender, gender identity, sexual orientation, national origin, disability, veteran status, or any other characteristic protected by applicable federal, state, or local law. Grameen America, Inc participates in the E-Verify program. Visa sponsorship is not provided. Must be able to legally work in the U.S.
    $19.4 hourly Auto-Apply 29d ago
  • Relationship Associate

    Grameen America Inc. 4.0company rating

    Fresno, CA jobs

    Relationship Associate Salary: $18.08 per hour About Us Grameen America is a nonprofit microfinance organization dedicated to helping low-income women entrepreneurs build businesses to enable upward financial mobility. We envision an inclusive society in which all entrepreneurs, regardless of gender, race or income, have access to fair and affordable financial services. We provide affordable capital, credit- and asset-building, education and peer support to enable our members to boost their business income, create jobs and transform communities. Founded by Nobel Peace Prize laureate Muhammad Yunus in 2008, Grameen America is now the fastest growing nonprofit microfinance organization in the U.S., having achieved tremendous milestones in its first 16 years of operations, investing in 220,000 low-income women entrepreneurs while demonstrating measurable impact. Our members have repaid their loans at a rate of over 99% and have become economic drivers in their communities. For more information, please visit grameenamerica.org About the Job The Relationship Associate position is an entry level position at GAI, designed to be the first step in a career path with the organization. We are seeking a motivated individual who thrives on delivering exceptional customer service, engaging in outreach activities, enjoys working with people, providing excellent customer service, and contributing to member recruitment and outreach efforts of the branch. A positive attitude, strong communication skills, and a willingness to learn are key to success in this role. The Relationship Associate reports to the Branch Manager. On- Site Work Requirements Grameen America operates on the ground, within the communities we serve. Employees are expected to work in person at both the branch and in the community based on program needs and in consultation with their Branch Manager. At a minimum, employees must be present at the branch at least three (3) days per week but based on operational needs you may be required to be onsite for up to five (5) days per week per your supervisor's discretion. Key Responsibilities as a Relationship Associate: Relationship management Conduct weekly center meetings during which we collect and follow-up with loan repayments, share program updates and educational discussions Build strong and positive relationships with members to support both retention and business growth. Respond to member inquiries promptly and professionally, Assist with problem solving & engagement. Conduct in-person home verification and business visits to verify and ensure the legitimacy and accuracy of borrower's information. Uphold high standards of service, quality, and productivity. Adhere to all company policies and procedures. Recruitment & Outreach Conduct outreach through various channels within the neighborhoods your branch serves, which requires regular local travel. This includes in-person & virtual touch points with entrepreneurs and potential future members at local businesses, residential and commercial areas, etc. Outreach activities also include conducting info sessions, group training, etc. at various locations within the community. Use these outreach techniques to grow the program by recruiting new members to achieve designated membership growth targets. Financial Methodology Monitor member loan activity, ensuring compliance with loan criteria, disbursement guidelines, and repayment schedules. Reconcile and accurately input payment data into internal systems, ensuring proper documentation and compliance with required notifications. The Skills You Will Bring: Bilingual proficiency in English and Spanish. Strong customer service and communication skills. High level of integrity, discipline, punctuality, and work ethic. Ability to multitask, manage time effectively, and maintain strong attention to detail. Basic numeric and problem-solving skills. Collaborative and self-motivated - able to work independently and as part of a team. Flexibility to work varied hours (early mornings/evenings) Monday through Friday. Comfortable using computers, email, smartphones, tablets (iPad), Zoom, and related technologies. Willingness to learn. Education and Experience: High School diploma or equivalency preferred, or two years of relevant work experience required. Familiarity with Microsoft Word and Excel a plus. Requirements Valid driver's license required depending on business location. What We Offer You: • Medical, dental, and vision insurance plans • Paid Holidays, vacation and sick time • 401K retirement savings plans • Flexible Spending Account (FSA) • Training and development opportunities • Wellness platform with two free coaching sessions per month • And more! Grameen America is an Equal Opportunity Employer (EEO) committed to diversity and inclusion in its workplace. Grameen America employment decisions are based on job requirements and individual skills and qualifications without regard to the applicant's race, ethnicity, color, religion, sex, gender, gender identity, sexual orientation, national origin, disability, veteran status, or any other characteristic protected by applicable federal, state, or local law. Grameen America, Inc participates in the E-Verify program. Visa sponsorship is not provided. Must be able to legally work in the U.S.
    $18.1 hourly Auto-Apply 60d+ ago
  • Relationship Associate

    Grameen America Inc. 4.0company rating

    Fresno, CA jobs

    Salary: $18.08 per hour About Us Grameen America is a nonprofit microfinance organization dedicated to helping low-income women entrepreneurs build businesses to enable upward financial mobility. We envision an inclusive society in which all entrepreneurs, regardless of gender, race or income, have access to fair and affordable financial services. We provide affordable capital, credit- and asset-building, education and peer support to enable our members to boost their business income, create jobs and transform communities. Founded by Nobel Peace Prize laureate Muhammad Yunus in 2008, Grameen America is now the fastest growing nonprofit microfinance organization in the U.S., having achieved tremendous milestones in its first 16 years of operations, investing in 220,000 low-income women entrepreneurs while demonstrating measurable impact. Our members have repaid their loans at a rate of over 99% and have become economic drivers in their communities. For more information, please visit grameenamerica.org About the Job The Relationship Associate position is an entry level position at GAI, designed to be the first step in a career path with the organization. We are seeking a motivated individual who thrives on delivering exceptional customer service, engaging in outreach activities, enjoys working with people, providing excellent customer service, and contributing to member recruitment and outreach efforts of the branch. A positive attitude, strong communication skills, and a willingness to learn are key to success in this role. The Relationship Associate reports to the Branch Manager. On- Site Work Requirements Grameen America operates on the ground, within the communities we serve. Employees are expected to work in person at both the branch and in the community based on program needs and in consultation with their Branch Manager. At a minimum, employees must be present at the branch at least three (3) days per week but based on operational needs you may be required to be onsite for up to five (5) days per week per your supervisor's discretion. Key Responsibilities as a Relationship Associate: Relationship management Conduct weekly center meetings during which we collect and follow-up with loan repayments, share program updates and educational discussions Build strong and positive relationships with members to support both retention and business growth. Respond to member inquiries promptly and professionally, Assist with problem solving & engagement. Conduct in-person home verification and business visits to verify and ensure the legitimacy and accuracy of borrower's information. Uphold high standards of service, quality, and productivity. Adhere to all company policies and procedures. Recruitment & Outreach Conduct outreach through various channels within the neighborhoods your branch serves, which requires regular local travel. This includes in-person & virtual touch points with entrepreneurs and potential future members at local businesses, residential and commercial areas, etc. Outreach activities also include conducting info sessions, group training, etc. at various locations within the community. Use these outreach techniques to grow the program by recruiting new members to achieve designated membership growth targets. Financial Methodology Monitor member loan activity, ensuring compliance with loan criteria, disbursement guidelines, and repayment schedules. Reconcile and accurately input payment data into internal systems, ensuring proper documentation and compliance with required notifications. The Skills You Will Bring: Bilingual proficiency in English and Spanish. Strong customer service and communication skills. High level of integrity, discipline, punctuality, and work ethic. Ability to multitask, manage time effectively, and maintain strong attention to detail. Basic numeric and problem-solving skills. Collaborative and self-motivated - able to work independently and as part of a team. Flexibility to work varied hours (early mornings/evenings) Monday through Friday. Comfortable using computers, email, smartphones, tablets (iPad), Zoom, and related technologies. Willingness to learn. Education and Experience: High School diploma or equivalency preferred, or two years of relevant work experience required. Familiarity with Microsoft Word and Excel a plus. Requirements Valid driver's license required depending on business location. What We Offer You: • Medical, dental, and vision insurance plans • Paid Holidays, vacation and sick time • 401K retirement savings plans • Flexible Spending Account (FSA) • Training and development opportunities • Wellness platform with two free coaching sessions per month • And more! Grameen America is an Equal Opportunity Employer (EEO) committed to diversity and inclusion in its workplace. Grameen America employment decisions are based on job requirements and individual skills and qualifications without regard to the applicant's race, ethnicity, color, religion, sex, gender, gender identity, sexual orientation, national origin, disability, veteran status, or any other characteristic protected by applicable federal, state, or local law. Grameen America, Inc participates in the E-Verify program. Visa sponsorship is not provided. Must be able to legally work in the U.S.
    $18.1 hourly Auto-Apply 60d+ ago

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