Receptionist
Cincinnati, OH jobs
Since founded in 1904, Union Savings Bank has been serving the local community by promoting responsible home ownership through prudent lending. We are headquartered in Cincinnati, Ohio, where we began, and currently operate 40 full-service branches and lending offices in Ohio, Indiana, Kentucky, and Pennsylvania. Union Savings Bank is an Equal Opportunity Employer.
Purpose of the role: This role supports all divisions of the bank by receiving incoming calls on a multi-line telephone console. These calls must be routed to the proper department, personnel, etc and occasionally requires messages to be taken and delivered to the appropriate party. This role requires exceptional telephone skills, friendly and energetic and enjoys interacting with the public. This position serves as a first point of contact for our customers and visitors. This role requires the individual to react effectively and calmly under pressure and deliver excellent customer service both internally and externally. This is a role in a fast-paced environment.
Essential Duties and Responsibilities:
Exceptional written and verbal communication skills
Greets customers and interacts with company employees
Must have basic computer skills as well as good organizing and planning skills
Ability to demonstrate good judgment when handling difficult situations
Understand and effectively utilize department systems and/or programs
Protect confidential and sensitive information
Ability to work independently and within a fast-paced team environment
Must be able to work in a team environment to interact with employees and all levels of the organization.
Other duties as assigned
Education/Experience:
High School Diploma or equivalent.
Minimum 1 year of customer service experience preferred
Intermediate skills in Word, Excel, Outlook, MS Office programs
Excellent verbal and written communication.
Excellent customer service skills with both external and internal customers.
Strong organizational skills and attention to detail.
Please note this job description is not designed to cover or contain a comprehensive list of activities, duties or responsibilities that are required for this position. Duties, responsibilities and activities may change at any time; with or without notice.
Union Savings Bank is an Equal Employment Opportunity and Affirmative Action Employer and will make all employment-related decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status.
Data Analytics and Transformation, Associate
Columbus, OH jobs
JobID: 210670470 JobSchedule: Full time JobShift: Day : Join our Incentive Compensation team today! As a Data Analytics and Transformation Associate within the Incentive Compensation team, you will promote operational revolution through data insights, KPI planning, and support automation. You will identify root causes, enhance performance, and support in shaping the future of our team. Join us! In this role, you'll support data-driven decision-making and help improve operational efficiency. You'll assist with data analytics and KPI metric planning, identify opportunities for business improvement, and contribute to transforming processes into more automated and efficient forms. You'll also explore the root causes of daily operational issues and provide insights to enhance performance. This position is ideal for a proactive problem-solver with a keen eye for detail and a passion for using data to promote business success.
Key Job responsibilities -
* Collaborate in planning and developing comprehensive KPI metrics to align with organizational goals and guide strategic decisions.
* Conduct in-depth data analysis to uncover operational issues, identify root causes, and implement solutions for enhanced efficiency.
* Streamline daily activities by assessing current processes, support and will be involved in identifying areas for improvement and implementing innovative solutions to boost productivity.
* Assist in transforming processes by leveraging existing tools and technologies, support in identifying opportunities for automation, and minimizing manual effort.
* Work closely with cross-functional teams to implement data-driven improvements and ensure a smooth transition during process changes.
* Utilize SQL for data querying and analysis, ensuring accuracy and integrity.
* Actively identify opportunities for continuous improvement and implement innovative solutions to enhance processes and efficiency.
* Utilize ServiceNow knowledge to identify the root cause of inquiries and contribute to enhancing customer experience.
* Design, develop, and maintain interactive dashboards.
* Work with data from legacy systems and adept at integrating data from multiple flat files to develop cohesive solutions for comprehensive analysis and reporting.
Required qualifications, capabilities, and skills
* Minimum of 3+ years of experience in data analytics and data transformation with strong data driven decision making skills.
* Minimum of 2 years in project management and operations , with a proven track record in supporting automation projects and driving process improvements. Skilled in managing and analyzing large volumes of granular data, with the ability to synthesize and interpret complex information.
* Expertise in using tools such as Excel, PowerPoint, and Quick Sight or Tableau to translate data into actionable insights and compelling presentations.
* Adept at utilizing SQL for efficient data extraction and comprehensive analysis to support informed decision-making.
* Experienced with ServiceNow, with the ability to track and streamline inquiries, reducing manual effort and enhancing operational efficiency.
* Strong storytelling skills with analytics; able to communicate insights effectively
* Team player with ability to meet tight deadlines.
* Good verbal and written communication skills.
Preferred qualifications, capabilities, and skills
* Proactively integrates innovative technologies into day-to-day work, including the use of AI tools like large language models (LLMs), and actively shares with fellow colleagues.
* Knowledge of UI path and Alteryx is a preferred.
* Basic knowledge of Python
* Bachelor's degree in Information Technology, Business, or a related field.
Auto-ApplyData Analytics and Transformation, Associate
Plano, TX jobs
Join our Incentive Compensation team today!
As a Data Analytics and Transformation Associate within the Incentive Compensation team, you will promote operational revolution through data insights, KPI planning, and support automation. You will identify root causes, enhance performance, and support in shaping the future of our team. Join us! In this role, you'll support data-driven decision-making and help improve operational efficiency. You'll assist with data analytics and KPI metric planning, identify opportunities for business improvement, and contribute to transforming processes into more automated and efficient forms. You'll also explore the root causes of daily operational issues and provide insights to enhance performance. This position is ideal for a proactive problem-solver with a keen eye for detail and a passion for using data to promote business success.
Key Job responsibilities -
Collaborate in planning and developing comprehensive KPI metrics to align with organizational goals and guide strategic decisions.
Conduct in-depth data analysis to uncover operational issues, identify root causes, and implement solutions for enhanced efficiency.
Streamline daily activities by assessing current processes, support and will be involved in identifying areas for improvement and implementing innovative solutions to boost productivity.
Assist in transforming processes by leveraging existing tools and technologies, support in identifying opportunities for automation, and minimizing manual effort.
Work closely with cross-functional teams to implement data-driven improvements and ensure a smooth transition during process changes.
Utilize SQL for data querying and analysis, ensuring accuracy and integrity.
Actively identify opportunities for continuous improvement and implement innovative solutions to enhance processes and efficiency.
Utilize ServiceNow knowledge to identify the root cause of inquiries and contribute to enhancing customer experience.
Design, develop, and maintain interactive dashboards.
Work with data from legacy systems and adept at integrating data from multiple flat files to develop cohesive solutions for comprehensive analysis and reporting.
Required qualifications, capabilities, and skills
Minimum of 3+ years of experience in data analytics and data transformation with strong data driven decision making skills.
Minimum of 2 years in project management and operations , with a proven track record in supporting automation projects and driving process improvements. Skilled in managing and analyzing large volumes of granular data, with the ability to synthesize and interpret complex information.
Expertise in using tools such as Excel, PowerPoint, and Quick Sight or Tableau to translate data into actionable insights and compelling presentations.
Adept at utilizing SQL for efficient data extraction and comprehensive analysis to support informed decision-making.
Experienced with ServiceNow, with the ability to track and streamline inquiries, reducing manual effort and enhancing operational efficiency.
Strong storytelling skills with analytics; able to communicate insights effectively
Team player with ability to meet tight deadlines.
Good verbal and written communication skills.
Preferred qualifications, capabilities, and skills
Proactively integrates innovative technologies into day-to-day work, including the use of AI tools like large language models (LLMs), and actively shares with fellow colleagues.
Knowledge of UI path and Alteryx is a preferred.
Basic knowledge of Python
Bachelor's degree in Information Technology, Business, or a related field.
Auto-ApplyData Analytics and Transformation, Associate
Plano, TX jobs
Join our Incentive Compensation team today! As a Data Analytics and Transformation Associate within the Incentive Compensation team, you will promote operational revolution through data insights, KPI planning, and support automation. You will identify root causes, enhance performance, and support in shaping the future of our team. Join us! In this role, you'll support data-driven decision-making and help improve operational efficiency. You'll assist with data analytics and KPI metric planning, identify opportunities for business improvement, and contribute to transforming processes into more automated and efficient forms. You'll also explore the root causes of daily operational issues and provide insights to enhance performance. This position is ideal for a proactive problem-solver with a keen eye for detail and a passion for using data to promote business success.
**Key Job responsibilities -**
+ Collaborate in planning and developing comprehensive KPI metrics to align with organizational goals and guide strategic decisions.
+ Conduct in-depth data analysis to uncover operational issues, identify root causes, and implement solutions for enhanced efficiency.
+ Streamline daily activities by assessing current processes, support and will be involved in identifying areas for improvement and implementing innovative solutions to boost productivity.
+ Assist in transforming processes by leveraging existing tools and technologies, support in identifying opportunities for automation, and minimizing manual effort.
+ Work closely with cross-functional teams to implement data-driven improvements and ensure a smooth transition during process changes.
+ Utilize SQL for data querying and analysis, ensuring accuracy and integrity.
+ Actively identify opportunities for continuous improvement and implement innovative solutions to enhance processes and efficiency.
+ Utilize ServiceNow knowledge to identify the root cause of inquiries and contribute to enhancing customer experience.
+ Design, develop, and maintain interactive dashboards.
+ Work with data from legacy systems and adept at integrating data from multiple flat files to develop cohesive solutions for comprehensive analysis and reporting.
**Required qualifications, capabilities, and skills**
+ Minimum of 3+ years of experience in data analytics and data transformation with strong data driven decision making skills.
+ Minimum of 2 years in project management and operations , with a proven track record in supporting automation projects and driving process improvements. Skilled in managing and analyzing large volumes of granular data, with the ability to synthesize and interpret complex information.
+ Expertise in using tools such as Excel, PowerPoint, and Quick Sight or Tableau to translate data into actionable insights and compelling presentations.
+ Adept at utilizing SQL for efficient data extraction and comprehensive analysis to support informed decision-making.
+ Experienced with ServiceNow, with the ability to track and streamline inquiries, reducing manual effort and enhancing operational efficiency.
+ Strong storytelling skills with analytics; able to communicate insights effectively
+ Team player with ability to meet tight deadlines.
+ Good verbal and written communication skills.
**Preferred qualifications, capabilities, and skills**
+ Proactively integrates innovative technologies into day-to-day work, including the use of AI tools like large language models (LLMs), and actively shares with fellow colleagues.
+ Knowledge of UI path and Alteryx is a preferred.
+ Basic knowledge of Python
+ Bachelor's degree in Information Technology, Business, or a related field.
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
Performance & Portfolio Data Associate
Boston, MA jobs
The Performance & Portfolio Data Associate supports GW&K's sales, client service, and investment teams through data analysis, portfolio evaluation, and report preparation. As an integral member of the firm's Enterprise Data & Analytics Group, the role involves using FactSet, Morningstar, and Bloomberg to analyze portfolios, calculate and present strategy characteristics, and ensure data accuracy. This position offers the opportunity to contribute to cross-team projects that enhance reporting, automation, and client engagement. The incumbent will be responsible for managing requests for analytics on client portfolios and GW&K strategies from data input to final review.
Responsibilities
Analyze existing portfolios of prospective clients and compare/contrast them with proposed GW&K strategies.
Support the private wealth channel through assembling asset allocation breakdowns & income projections for both existing & prospective clients.
Utilize Bloomberg, FactSet, and Morningstar to properly classify holdings and mutual funds by asset class/type, sector, market capitalization, etc.
Ensure accuracy of performance data used in marketing materials and in responses to external requests for performance such as RFPs/RFIs.
Utilize performance attribution tools to produce analytical reports for management to evaluate effectiveness of investment decisions and explain performance to clients.
Respond to and resolve all follow-up inquiries from sales and client service in a timely and professional manner.
Assist with annual GIPS Verification and review all GIPS compliant materials.
Assist the Enterprise Data & Analytics Group with various special projects, custom client requests, product and competitor research, and data and automation used in Seismic.
Qualifications
Bachelor's degree in Finance, Economics, Accounting, Mathematics, or a related field
1-3 years of relevant experience in investment performance, client reporting, data analysis, or investment related field
Proficiency in Microsoft Excel, including complex formulas and charting
Experience with investment analytics and data tools (e.g., FactSet, Bloomberg, Morningstar, eVestment, Eagle, or similar)
Basic understanding of databases and query tools (e.g., SQL or Power BI) preferred
This role is based in our Boston office on a hybrid schedule - 4 days per week in-office, 1 day per week remote.
The actual base salary is dependent on several variables including but not limited to education, experience, skills, and geography. In addition, GW&K employees may be eligible for a discretionary bonus and/or commission, which is based on a number of factors, including individual and firm performance.
Base Salary Range
$73,000-$85,000 USD
GW&K Investment Management is an equal opportunity employer and provides equal employment opportunities to all associates and applicants for employment without regard to gender, race, color, national origin, ancestry, pregnancy, marital status, religion, age, disability, veteran status, sexual orientation, genetic information, or any other characteristic protected under applicable federal, state or local laws.
Auto-ApplyStrategy & Data Analytics Associate
Washington, DC jobs
Job DescriptionAt ATLAS, you will work on meaningful, high-visibility initiatives that support informed decision-making across the public sector. We are looking for a Strategy Data Analytics Associate to help senior leaders plan effectively, track performance, and translate data into clear, actionable insights for a U.S. Government finance and development agency. In this role, you will operate within a federal development finance environment, collaborating closely with leadership and contributing to strategic initiatives that matter.
This opportunity is ideal for you if you bring experience in data analytics and have worked in government, consulting, finance, or international development and enjoy applying data to strategy and policy challenges.
** This position is contingent upon contract award**
Key Responsibilities/What you do
Enterprise Data Management and Integration: Maintain, manage, and continuously improve a centralized database of historical and current transaction pipeline data, integrating multiple data sources across the organization to ensure accuracy, consistency, and reliability.
Strategic Analytics and Planning Support: Conduct quantitative and qualitative analyses to support annual planning metrics, performance targets, and strategic objectives, tracking progress throughout the fiscal year.
Data Governance and Quality Assurance: Support the development and execution of data governance frameworks, including data inventories, data dictionaries, metadata standards, data lineage mapping, and key performance indicators for data quality.
Data Architecture and Automation: Assist in defining and supporting enterprise data architecture, including requirements gathering, data ingestion, processing, and the use of automation tools to enable routine reporting and analytics.
Executive Reporting and Briefings: Develop dashboards, analytical reports, presentations, and briefing materials for senior government leadership to support informed decision-making.
Data Culture and Enablement: Promote data literacy and data-driven decision-making by supporting training efforts, developing user guides and resources, and fostering collaboration across teams.
Stakeholder Engagement: Work closely with internal stakeholders to identify analytical needs, respond to requests on time, and translate complex data into clear, actionable insights.
Professional Standards: Conduct all work using government systems and in accordance with established security, privacy, and data handling procedures.
Work Location
Washington, DC
Full-time, 40 hours per week
In office with the opportunity for hybrid schedule.
Qualifications
Required Qualifications
U.S. Citizenship with the ability to obtain and maintain a Public Trust clearance.
Bachelor's degree in economics, mathematics, business, finance, or a related quantitative field.
Minimum of 3 years of professional experience in government, management consulting, international development, finance, investment analysis, or a related field.
Demonstrated experience with:
Advanced Excel
Business intelligence tools such as Tableau
Database querying (SQL or equivalent)
Data governance, data management, and data quality processes
Strong written and verbal communication skills, with experience briefing or supporting senior leadership.
Desired Qualifications
Experience supporting U.S. Government agencies or large institutional clients.
Background in development finance, emerging markets, impact investing, or strategic planning.
Experience developing or improving enterprise data governance frameworks.
Ability to operate effectively in complex, policy-driven environments.
COMPENSATION/BENEFITS
Competitive salary commensurate with experience.
401(k) retirement plan.
Full medical care benefits package.
Training and professional development opportunities.
Company-provided life insurance.
Short-term and long-term disability coverage.
Paid time off.
Wealth Data Strategy Associate
New York, NY jobs
As part of our group of innovative thinkers, you'll be at the forefront of disrupting and revolutionizing the industry, tackling complex challenges to meet the needs of our front office users and clients. In this role, you will help work with different technology teams tasked with the buildout of a global federated customer master and related automation of customer processes.
This role requires a detail-oriented thinker with analytic background to help draft requirements, process flows, and design future state solutions. This individual will be responsible for analyzing different scenarios, and datasets while coordinating with multiple technology squads to help to prioritize decisions and requirements. Key Competencies required for the role include Data Analysis, Strategic Thinking, Decision Making and Problem Solving, Project Management and Execution, Innovation and Continuous Improvement, and Adaptability and Resilience. A background in data management and data modeling will be an added benefit.
Responsibilities:
* Use your strong analytical skills to identify, collect, organize, analyze, clean and disseminate significant amounts of information with attention to detail and accuracy.
* Collaborate with cross-functional teams to define data requirements, identify data sources, and collect and preprocess data
* Interview various users in operations and front office to understand current processes and draft process flows
* Collaborate with engineering, data and analytics teams to design, build, and enhance tools for rollout against the product roadmap
Qualifications:
* A minimum of 5 years of relevant business data analysis experience.
* Bachelor's Degree in Computer Science/Business Management/Engineering, advanced degree is a plus
* Strong data analysis skill (e.g. SQL) along with an understanding of technical patterns used to consume and process data at scale
* Experience with the Agile development process.
* Ability to communicate effectively with both technical and non-technical audiences.
* Strong leadership and teamwork skills, with the ability to collaborate effectively across various teams and organizations to get the job done.
* A proven track record of problem-solving, adaptability, and creativity in addressing complex challenges.
Desirable:
Familiarity with Wealth Management business processes and front office users is extremely desirable.
This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.
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Job Family Group:
Decision Management
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Job Family:
Business Analysis
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Time Type:
Full time
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Primary Location:
New York New York United States
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Primary Location Full Time Salary Range:
$109,120.00 - $163,680.00
In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.
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Most Relevant Skills
Please see the requirements listed above.
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Other Relevant Skills
For complementary skills, please see above and/or contact the recruiter.
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Anticipated Posting Close Date:
Aug 21, 2025
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Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.
If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi.
View Citi's EEO Policy Statement and the Know Your Rights poster.
Virtual Data Entry
New York jobs
This is a full-time, remote position that offers the flexibility to work from home. The contract will be for an initial period of 6 months with the possibility of extension based on performance.
We are looking for a detail-oriented and self-motivated Virtual Data Entry professional to join our team. As a Virtual Data Entry, you will be responsible for accurately and efficiently entering data into our systems. This is a key role in maintaining the accuracy and integrity of our data, which is crucial for our business operations.
Key Responsibilities:
- Enter data from various sources into our database accurately and efficiently
- Review and verify data for accuracy and completeness
- Identify and correct any data errors or discrepancies
- Maintain data confidentiality and security at all times
- Communicate with team members to ensure timely and accurate data entry
- Assist with data clean-up and organization projects as needed
- Stay updated with company policies and procedures related to data entry
Qualifications:
- High school diploma or equivalent
- Proven experience in data entry or similar role
- Proficient in Microsoft Office and data entry software
- Fast and accurate typing skills
- Strong attention to detail and ability to spot errors
- Ability to work independently and meet deadlines
- Excellent communication and organizational skills
- Familiarity with real estate terminology is a plus
Benefits:
- Competitive salary
- Work from the comfort of your own home
- Flexible work hours
- Opportunity for career growth and development
- Collaborative and supportive team environment
If you are a dedicated and detail-oriented individual with a passion for data entry and real estate, we would love to hear from you! Apply now to join our dynamic team at NextGen Real Estate as a Virtual Data Entry - Work From Home.
Data Associate
Westport, CT jobs
About Bridgewater
Bridgewater Associates is a premier asset management firm, focused on delivering unique insight and partnership for the most sophisticated global institutional investors.
Our investment process is driven by a tireless pursuit to understand how the world's markets and economies work - using cutting-edge technology to validate and execute on timeless and universal investment principles.
Founded in 1975, we are a community of independent thinkers who share a commitment to excellence. By fostering a culture of openness, transparency, and inclusion, we strive to unlock the most complex questions in investment strategy, management, and corporate culture.
Explore more information about Bridgewater on our website here.
Our Culture
Our culture is anchored in excellence, meaning constant improvement, and it is deeply tied to our mission. Because markets are objective, competitive, and getting smarter everyday, we need to keep rapidly improving to have any chance of beating them. Truth is our most essential tool for engaging with the markets and constantly improving because once you know what's true about your problems and opportunities, you can determine how to get better. Valuing truth means being transparent about your decision-making and mistakes, giving and receiving feedback with humility, and fighting for the best answers over hierarchy, ego, or self-interest. Operating this way is hard - it's only possible because we build meaning in our work and relationships. This meaning comes from the audacity of the mission, and the joy of working alongside people who make you a better version of yourself. The culture, like Bridgewater itself, is always evolving. In 1997 our founder Ray Dalio wrote down his lessons, starting with a Philosophy Statement which remains our foundation. This later evolved into a set of 300+ Principles. In 2022, when Ray transitioned the company, we re-underwrote several of those principles and evolved others, with a specific focus on Meritocracy. Today the culture sits, alongside our people, as our most important edge. When we get it right, it's the engine that powers everything else.
About the Investment Implementation Department
The Investment Implementation department is a community of diverse investment professionals whose mission is to implement our investment strategies and client portfolios excellently. Our Department is responsible for ensuring the excellent implementation of our systematic investment approach, from raw data to executed trades, with processes and logic that reflect the full richness of our investment insight, executed with a near-zero error rate, and engineered and orchestrated in a way that facilitates oversight and compounding. This is an investment department, owning the investment outcomes, and the mandate includes both the ‘run' responsibility and the ‘transform' responsibility, meaning daily operations as well as over time renovation of our systems.
We fulfill our mission by applying four operating principles:
Understand and deliver internal client needs. Partner with our internal clients to understand, offer implementation designs, and deliver solutions, while proactively educating and communicating outcomes to ACLs (Asset Class Leads) and CIOs.
Own our investment intent. Own our investment intent in full, in letter and spirit.
Continuously improve. Have and evolve an investment pipeline to meet current and future internal client needs.
Systematically and relentlessly deliver quality outcomes. Apply our best logic systematically, discipline, expertise, and controls to every signal, position, and trade in every market
About the Team
As part of the research team, the Signal Implementation group is responsible for owning and deeply understanding both the data that flows from the outside world and the logic applied to it within Bridgewater's systematic trading systems.
About Your Role
As a Data Associate, you will help us achieve our mission by owning and deeply understanding the data and logic used to build Bridgewater's systematic trading systems. This means understanding the content itself, the process by which the content is updated, validated, and evolved and how this content fits into Bridgewater's understanding of the world.
In this role, you will be expected to understand both the current data ecosystem and the needs of investment professionals, with a long-term vision for how our investment data ecosystem should scale and adapt over time. You will take ownership of key data workflows, ensuring high standards for investment data quality and consistency across the firm. This is a fast paced, critical function that directly impacts portfolio construction and research alpha.
We are looking for someone who combines a rigorous analytical mindset with a passion for data, content integrity, and system improvement. The ideal candidate has several years of experience working with data systems.
Interested in learning more about working at Bridgewater? Hear about the experiences of our employees here.
You will drive the following responsibilities:
Understanding sets of investment “data concepts” - how outside data is used at Bridgewater from both a conceptual investment and technical construction perspective (e.g., pricing, macroeconomic, fundamentals, alternative data).
Validating the accuracy of those data concepts - providing domain expertise in content understanding, especially around market, security master, and time-series data.
Accepting and engaging with new data as our systematic investment engine incorporates it - refining and maintaining high standards for data engineering and investment data integrity.
Continuously evolving these data concepts over time by improving the logic or technical definitions, contributing directly to improving Bridgewater's investment logic.
Working with Bridgewater's partners in the content supply chain (analytics, engineering, and technology) to address data quality, architectural or logic issues.
Collaborating with vendors, engineers, and data consumers to streamline workflows and improve data time-to-insight.
Operate workflows that enrich and augment unstructured data assets.
Execute and evaluate data creation for benchmarking of LLM assets and AI tools.
You will be a click for the role if you:
Are analytical, highly logical, and structured in your thinking
Are deeply interested in understanding financial markets
Are passionate about data
Think in terms of systems and naturally look for ways to solve problems through the evolution of those systems
Hold a high degree of personal responsibility and ownership in everything you do
Enjoy learning about new data tools and programming languages
Interested in learning more about working at Bridgewater? Hear about the experiences of our employees here.
Position Requirements
To succeed within our unique culture and work environment, individuals must demonstrate humility, innate curiosity, and openness to new ideas and approaches. Candidates must be driven, confident, and goal-oriented. All Bridgewater employees are expected to be honest, exceptionally direct, and eager to provide and receive objective feedback. Our employees constantly strive for self-improvement through feedback and self-reflection and are committed to the pursuit of excellence.
Minimum Qualifications
4-year degree from an accredited undergraduate institution.
2-4 years of relevant experience in data.
Strong working knowledge of financial data (e.g., Bloomberg, Refinitiv, alternative data vendors).
Experience working with time-series data and security master data.
Familiarity with data modeling, data pipelines, and cloud-based data solutions (e.g., Snowflake, AWS).
Proficient in at least one programming language.
Strong analytical skills, a systems-oriented mindset, and ability to work independently in a fast-paced, high-stakes environment.
Physical Requirements
The anticipated onsite requirement for this role is three days per week at our Westport, CT campus and one day per week at our NYC campus.
Why Choose Bridgewater?
It takes all types to make Bridgewater great. We seek a diverse group of innovative thinkers and push them to engage in rigorous and thoughtful inquiry. We develop people through an honest examination of their abilities and performance, enabling personal growth and professional development. We strive to provide you with opportunities that will challenge you and unlock your potential.
Compensation Band
The expected annual base salary for this position is $120,000-$150,000. The total compensation package includes variable compensation in the form of a discretionary target bonus.
One of our core priorities at Bridgewater is to enable our employees to build a great life and career, and we believe our benefits are an important extension of that philosophy. As such, currently Bridgewater offers a competitive suite of benefits. Explore more information about Bridgewater's benefits on our website here.
Bridgewater reserves the right to change its current benefits program at any time, in a manner that is consistent with applicable federal and state regulations.
This is not a contract and confers no contractual rights, privileges, or benefits on any applicant or potential applicant. Bridgewater has the right to change any and all terms of this , including, but not limited to, job responsibilities, qualifications and benefits. Nothing in this job description constitutes an offer or guarantee of employment. Please note that we do not provide immigration sponsorship for this position.
Bridgewater Associates, LP is an Equal Opportunity Employer
Auto-ApplyAnalytics Data Associate
New York, NY jobs
As part of the Wilshire family, you can rest assured that every day you are contributing to an organization that is helping investors improve their financial outcomes. For more than 50 years, Wilshire has been dedicated to providing customized portfolio solutions grounded in research and powered by next generation technologies.
Wilshire advises on over $1 trillion in assets for some of the world's largest and most sophisticated institutional investors and is headquartered in the United States with offices worldwide.
Job Description
Wilshire seeks an Analytics Data Associate to help maintain and support analytics systems. The role involves Uploading data, generating and reviewing reports, and supporting client inquiries. This position requires some knowledge of investment, financial, economic and industry topics. We are looking for self-motivated candidates with strong academic backgrounds and professional drive.
What you'll do:
* Upload data into analytics systems and verify the output for accuracy and consistency
* Generate reports and validate results to ensure accuracy
* Support client inquiries and provide analytical explanations
* Maintain risk dashboards to monitor risk exposure
* Investigate and analyze data errors, identifying causes and implementing corrective actions to prevent recurrence
* Support all areas of risk management
* Communicate results internally and externally
Qualifications
* 3-5 years capital markets experience; or a quantitative master's degree + 1-2 years' experience
* Proficiency in risk management tools and data analytics platforms
* Experience with Microsoft Excel and VBA
* Familiarity with SQL, Python or other programming languages is a plus
* Experience in finance and knowledge of investments
* Demonstrated ability to identify, analyze and recommend potential solutions to problems
* Takes initiative and is highly motivated
* Works effectively and productively in a team
* Able to multi-task and prioritize in a fast-paced environment
* Strong communication skills
* Bachelor's degree in finance, economics, business, or related field
* Demonstrated flexibility and willingness to work additional hours during critical periods or special situations to ensure timely and accurate completion of key deliverables
Additional Information
* This position will work on a hybrid model out of our New York or Pittsburgh office
* We offer a comprehensive benefits package including a collaborative work environment, generous PTO, 401(k) match, affordable & comprehensive medical/dental/vision insurance, CFA and other professional membership reimbursement, and more.
The pay range for this position is $60,000-$90,000. However, base pay will be determined on an individual basis considering various factors, including location, qualifications, skills, and experience. The total compensation package includes eligibility for an annual discretionary bonus and a full range of health and financial benefit offerings, which will be provided in conjunction with an offer of employment.
Visit **************** for additional company information.
Wilshire is an SEC registered investment adviser and required to track certain political contributions under Rule 206(4)-5. As such, you may be required to disclose your prior political contributions.
We are an equal opportunity employer, which means we afford equal employment opportunity to all individuals regardless of race/ethnicity, creed, color, religion, sex (including gender and gender identity), national origin, ancestry, age, marital status, veteran status, citizenship status, disability, medical condition (as defined by California Government Code section 12926), or sexual orientation. Our employees, as well as applicants and others with whom we do business, will not be subjected to sexual, racial, religious, ethnic, or any other form of unlawful harassment. In addition, Wilshire adheres to the equal employment opportunity requirements of all states and localities in which it does business. We are completely committed to these principles not only because of the various laws which address these subjects, but because it is the right thing to do for our employees and clients to thrive.
If you have a disability, and require reasonable accommodations in the application process, contact Human Resources at ApplicantAccessibility@wilshire.com or ************.
Data Solutions & Enablement Associate
Boston, MA jobs
Country: United States of America Your Journey Starts Here: Santander is a global leader and innovator in the financial services industry. We believe that our employees are our greatest asset. Our focus is on fostering an enriching journey that empowers you to explore diverse career opportunities while nurturing your personal growth. We are committed to creating an environment where continuous learning and development are prioritized, enabling you to thrive both professionally and personally. Here, you will find ample opportunities to connect and collaborate with talented colleagues from around the world, sharing insights and driving innovation together. Join us at Santander, where you are supported by a culture of engagement and a commitment to your success.
An exciting journey awaits, if you are interested in exploring the possibilities We Want to Talk to You!
The Difference You Make:
We are looking for a Data Solutions & Enablement Associate professional to join our team and help unlock the power of data to drive smarter decisions. In this role, you will build and enhance data solutions for analysis and reporting, measure the impact of business tests, and design automation that streamlines processes. Your work will directly support better insights, faster decision-making, and improved efficiency across the organization. This is an opportunity to make a meaningful impact by enabling smarter, data-driven decisions. You'll work with a collaborative team that values innovation, continuous learning, and efficiency. If you enjoy turning data into actionable insights and solutions, we'd love to have you on board.
* Develop and maintain data pipelines, reports, and dashboards to support business analysis.
* Design and manage champion/challenger testing to evaluate strategies and optimize performance.
* Automate recurring data processes to improve speed, accuracy, and efficiency.
* Partner with business teams to translate questions into clear analytical approaches.
* Ensure data accuracy, integrity, and accessibility for reporting and decision-making.
* Monitor and track the performance of implemented solutions, identifying opportunities for improvements.
What You Bring:
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
* Bachelor's Degree or equivalent work experience: Computer Science, Management Information Systems or equivalent field. - Required.
* 6+ years of experience in data analytics, business intelligence, or a related field.-Required
* Proficiency in SQL and experience working with relational databases.
* Hands-on experience with data visualization tools (e.g., Tableau, Power BI, Looker).
* Strong analytical skills and ability to design and interpret A/B or champion/challenger tests.
* Experience with process automation tools or scripting (e.g., Python, R, Alteryx).
* Clear communication skills to explain technical findings to non-technical stakeholders.
Certifications:
* No Certifications listed for this job.
It Would Be Nice For You To Have:
* Established work history or equivalent demonstrated through a combination of work experience, training, military service, or education.
* Experience in Microsoft Office products.
* Familiarity with cloud data platforms (e.g., Snowflake, BigQuery, AWS).
* Experience in financial services, marketing analytics, or operations optimization.
* Background in statistical modeling or machine learning.
What Else You Need To Know:
The base pay range for this position is posted below and represents the annualized salary range. For hourly positions (non-exempt), the annual range is based on a 40-hour work week. The exact compensation may vary based on skills, experience, training, licensure and certifications and location.
Base Pay Range
Minimum:
$78,750.00 USD
Maximum:
$130,000.00 USD
Link to Santander Benefits:
Santander Benefits - 2025 Santander OnGoing/NH eGuide (foleon.com)
Risk Culture:
We embrace a strong risk culture and all of our professionals at all levels are expected to take a proactive and responsible approach toward risk management.
EEO Statement:
At Santander, we value and respect differences in our workforce. We actively encourage everyone to apply. Santander is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status or any other characteristic protected by law.
Working Conditions:
Frequent minimal physical effort such as sitting, standing and walking is required for this role. Depending on location, occasional moving and lifting light equipment and/or furniture may be required.
Employer Rights:
This does not list all of the job duties of the job. You may be asked by your supervisors or managers to perform other duties. You may be evaluated in part based upon your performance of the tasks listed in this . The employer has the right to revise this at any time. This job description is not a contract for employment and either you or the employer may terminate your employment at any time for any reason.
What To Do Next:
If this sounds like a role you are interested in, then please apply.
We are committed to providing an inclusive and accessible application process for all candidates. If you require any assistance or accommodation due to a disability or any other reason, please contact us at ****************** to discuss your needs.
Auto-ApplyTreasury Data and Analytics Associate
Boston, MA jobs
Treasury Data and Analytics AssociateCountry: United States of America
Your Journey Starts Here:
Santander is a global leader and innovator in the financial services industry. We believe that our employees are our greatest asset. Our focus is on fostering an enriching journey that empowers you to explore diverse career opportunities while nurturing your personal growth. We are committed to creating an environment where continuous learning and development are prioritized, enabling you to thrive both professionally and personally. Here, you will find ample opportunities to connect and collaborate with talented colleagues from around the world, sharing insights and driving innovation together. Join us at Santander, where you are supported by a culture of engagement and a commitment to your success.
An exciting journey awaits, if you are interested in exploring the possibilities We Want to Talk to You!
The Difference You Make:
The Associate for Treasury Data and Analytics uses advanced analytics and data tools to manage the bank's financial data, forecast liquidity, and identify risks, ensuring accurate financial reporting. The Associate supports the strategic decision-making for treasury operations by overseeing the quality of data used in one or more of the following processes: Asset-Liability Management, Interest Rate Risk, Liquidity Risk, Cash Management, Investment Portfolio Management, Cash-Management, Capital Planning and Recovery & Resolution. The incumbent provides support for complex analysis and participate in projects enhancing data processes and automation of reports.
Perform variance and forecasting analysis of key financial data.
Contribute to a strong internal control environment.
Ensures treasury policies, practices, and procedures are understood and followed.
Communicate effectively with internal stakeholders.
Oversee the data lifecycle, ensuring data quality, consistency, and accuracy.
Maintain and improve data control and governance framework documentation, monitor and ensure compliance.
Develop data requirements, review & confirm functional data definitions and ensure appropriateness of data for various use cases across the Treasury functions.
Actively monitor data usage to identify and capitalize on opportunities for optimization.
Conduct root cause analysis for issues, identify solutions and ensure remediations are in place.
Perform periodic conformance testing to identify and address any discrepancies or errors in the reporting process including compliance with regulatory instructions.
What You Bring:
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Bachelor's Degree in Accounting, Finance, Economics, Statistics, Engineering or equivalent field. - Required.
Master's Degree in Accounting, Finance, Economics, Statistics, Engineering or equivalent field. - Preferred.
5+ Years of relevant work experience in a quantitative or financial analytics role in the Banking/Financial Services Industry. - Required.
Experience with Excel, Tableau, Power BI, SQL, Python and other bank treasury management systems.
Experience using AxiomSL and Quantitative Risk Management (QRM) tools. - Preferred.
Experience of Complex Institution Liquidity Monitoring Report: FR-2052A. - Preferred.
Detail oriented with ability to research, organize and analyze financial data.
Strong verbal and written communication skills in interacting with internal stakeholders.
Excellent analytical, organizational and project management skills.
Detail oriented with ability to research, organize and analyze financial data.
Certifications:
Certified Financial Risk Manager (CFRM). - Preferred.
Certified Treasury Professional (CTP). - Preferred.
It Would Be Nice For You To Have:
Established work history or equivalent demonstrated through a combination of work experience, training, military service, or education.
What Else You Need To Know:
The base pay range for this position is posted below and represents the annualized salary range. For hourly positions (non-exempt), the annual range is based on a 40-hour work week. The exact compensation may vary based on skills, experience, training, licensure and certifications and location.
Base Pay Range
Minimum:
$76,875.00 USD
Maximum:
$132,500.00 USD
Link to Santander Benefits:
Santander Benefits - 2025 Santander OnGoing/NH eGuide (foleon.com)
Risk Culture:
We embrace a strong risk culture and all of our professionals at all levels are expected to take a proactive and responsible approach toward risk management.
EEO Statement:
At Santander, we value and respect differences in our workforce. We actively encourage everyone to apply. Santander is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status or any other characteristic protected by law.
Working Conditions:
Frequent minimal physical effort such as sitting, standing and walking is required for this role. Depending on location, occasional moving and lifting light equipment and/or furniture may be required.
Employer Rights:
This does not list all of the job duties of the job. You may be asked by your supervisors or managers to perform other duties. You may be evaluated in part based upon your performance of the tasks listed in this . The employer has the right to revise this at any time. This job description is not a contract for employment and either you or the employer may terminate your employment at any time for any reason.
What To Do Next:
If this sounds like a role you are interested in, then please apply.
We are committed to providing an inclusive and accessible application process for all candidates. If you require any assistance or accommodation due to a disability or any other reason, please contact us at ****************** to discuss your needs.
Auto-ApplyVehicle Processing Clerk (Remote - Michigan)
Saginaw, MI jobs
About the Role Remote - Michigan residents Do you have a great eye for detail and a talent for figuring things out? Bring your customer service mindset and a willingness to learn. We'll train you on everything you need to know. No auto experience needed!
As a remote Vehicle Processing Clerk (Disposition Coordinator) at Morley, you'll help people across the country return vehicles to the auto manufacturer. You'll be a friendly contact who makes sure every case contains proper documentation. Because of the work you do, you'll help people through what can be a trying time, making it go as quickly and easily as possible.
What Can I Expect?
* We make sure you have the tools you need to be able to do your job right and be connected with your team.
* Our reacquired vehicle management team is one of the strongest in the business at handling vehicle buybacks. We have the processes and relationships in place to make sure that our team can do this smoothly. You'll find steady work, supportive leaders, strong benefits and advancement opportunities here.
What You'll Do
* Communicate with clients, customers, lien holders, dealerships, and appropriate state agencies and suppliers to complete vehicle repurchases
* Handle both inbound and outbound communications (phone, email, mail)
* Secure required documentation by contacting appropriate parties to expedite the return of repurchase documents
* Expedite and track case handling through documentation systems
* Meet required metrics
* Handle multiple cases simultaneously within guidelines
* Offer timely and accurate solutions through inbound and outbound conversations (including phone calls, chats, emails and other communications as needed) while keeping a positive and upbeat attitude
Questions Before You Apply?
Live chat with a Morley Talent Acquisition (TA) Specialist (careers.morleycompanies.com | chat hours: M-F 8 a.m. - 5 p.m. Eastern time (closed on some holidays) | TA will respond to after-hours questions the next business day).
Skills for Success
Required Skills
* Excellent multitasking, analytical and problem-solving skills
* Microsoft Office skills
Eligibility Requirements
* High school diploma or equivalent
* One or more years of customer service experience (previous call center work, retail, restaurant, fast food, hotel or any role where you interacted with customers)
* Able to work shifts within the center's hours of operation:
* Monday to Friday (no weekends!)
* Primary shift: 8 a.m. - 5 p.m. Eastern time
* Rotational shift 2-4 times per month: 11 a.m. - 8 p.m. Eastern time
Remote Work Requirements
* Michigan resident
* Secluded and distraction-free work environment
* Required internet setup:
* High-speed internet delivered through a wired provider (cable or fiber)
* Computer must be physically connected to your modem / router using an Ethernet cable
* Wireless, 5G and satellite connections are not supported
The Remote Experience
Wondering what it's like to work for Morley from home? Check out this video to get a glimpse of a remote associate's typical day and how their home office setup helps them stay focused.
(direct link to video: **********************
Why Join Our Morley Family
At Morley, your paycheck is just the start - add in health coverage, wellness resources and financial benefits, and you get a total compensation package designed to support you in work and in life.
Health & Wellness Benefits
* Medical and prescription coverage, including free annual physicals
* Dental and vision insurance
* Paid time off
* Associate wellness program with rewards for annual checkups
* Programs to quit tobacco use and manage chronic conditions (e.g., diabetes, asthma)
Financial Benefits
* 401(k) with match
* Flexible spending account (FSA)
* Life insurance
* Company-paid short- and long-term disability insurance
Benefits to Make Your Life Easier
* 24/7 online access to doctors through Teladoc
* 24/7 nurse help desk
* Patient advocacy with free 24/7 support for benefit questions and claims
* Guidance for family, financial and estate planning (including wills)
About Morley
Our mission is to deliver extraordinary experiences.
We do this by leading with humility, embracing everyone, sweating the details and moving mountains (making the impossible possible) - for our associates and for the world-leading companies that partner with us.
We are an Equal Opportunity Employer and promote a caring and respectful work environment. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status or disability status.
As part of this commitment, we provide reasonable accommodations for those with disabilities. If you need reasonable accommodation to participate in the application or interview process, please contact *******************************.
Thank you for your interest in Morley.
Notices
* Morley utilizes E-Verify during onboarding for all hires. Click here to learn more about E-Verify: ********************* and your right to work: *********************
* Click here to view Morley's CCPA Notice for applicants in California: *******************************
* Click here to view Morley's privacy policy: ************************************************
Auto-ApplyVehicle Processing Clerk (Remote - Michigan)
Saginaw, MI jobs
**About the Role** **_Remote - Michigan residents_** Do you have a great eye for detail and a talent for figuring things out? Bring your customer service mindset and a willingness to learn. We'll train you on everything you need to know. No auto experience needed!
As a remote Vehicle Processing Clerk (Disposition Coordinator) at Morley, you'll help people across the country return vehicles to the auto manufacturer. You'll be a friendly contact who makes sure every case contains proper documentation. Because of the work you do, you'll help people through what can be a trying time, making it go as quickly and easily as possible.
**_What Can I Expect?_**
+ We make sure you have the tools you need to be able to do your job right and be connected with your team.
+ Our reacquired vehicle management team is one of the strongest in the business at handling vehicle buybacks. We have the processes and relationships in place to make sure that our team can do this smoothly. You'll find steady work, supportive leaders, strong benefits and advancement opportunities here.
**_What You'll Do_**
+ Communicate with clients, customers, lien holders, dealerships, and appropriate state agencies and suppliers to complete vehicle repurchases
+ Handle both inbound and outbound communications (phone, email, mail)
+ Secure required documentation by contacting appropriate parties to expedite the return of repurchase documents
+ Expedite and track case handling through documentation systems
+ Meet required metrics
+ Handle multiple cases simultaneously within guidelines
+ Offer timely and accurate solutions through inbound and outbound conversations (including phone calls, chats, emails and other communications as needed) while keeping a positive and upbeat attitude
**_Questions Before You Apply?_**
Live chat with a Morley Talent Acquisition (TA) Specialist ( careers.morleycompanies.com | chat hours: M-F 8 a.m. - 5 p.m. Eastern time (closed on some holidays) | TA will respond to after-hours questions the next business day).
**Skills for Success**
**_Required Skills_**
+ Excellent multitasking, analytical and problem-solving skills
+ Microsoft Office skills
**_Eligibility Requirements_**
+ High school diploma or equivalent
+ One or more years of customer service experience (previous call center work, retail, restaurant, fast food, hotel or any role where you interacted with customers)
+ Able to work shifts within the center's hours of operation:
+ Monday to Friday (no weekends!)
+ Primary shift: 8 a.m. - 5 p.m. Eastern time
+ Rotational shift 2-4 times per month: 11 a.m. - 8 p.m. Eastern time
**_Remote Work Requirements_**
+ Michigan resident
+ Secluded and distraction-free work environment
+ _Required internet setup:_
+ High-speed internet delivered through a wired provider (cable or fiber)
+ Computer must be physically connected to your modem / router using an Ethernet cable
+ Wireless, 5G and satellite connections are not supported
**_The Remote Experience_**
Wondering what it's like to work for Morley from home? Check out this video (********************** to get a glimpse of a remote associate's typical day and how their home office setup helps them stay focused.
(direct link to video: **********************
**Why Join Our Morley Family**
At Morley, your paycheck is just the start - add in health coverage, wellness resources and financial benefits, and you get a total compensation package designed to support you in work and in life.
**_Health & Wellness Benefits_**
+ Medical and prescription coverage, including free annual physicals
+ Dental and vision insurance
+ Paid time off
+ Associate wellness program with rewards for annual checkups
+ Programs to quit tobacco use and manage chronic conditions (e.g., diabetes, asthma)
**_Financial Benefits_**
+ 401(k) with match
+ Flexible spending account (FSA)
+ Life insurance
+ Company-paid short- and long-term disability insurance
**_Benefits to Make Your Life Easier_**
+ 24/7 online access to doctors through Teladoc
+ 24/7 nurse help desk
+ Patient advocacy with free 24/7 support for benefit questions and claims
+ Guidance for family, financial and estate planning (including wills)
**_About Morley_**
Our mission is to deliver extraordinary experiences.
We do this by leading with humility, embracing everyone, sweating the details and moving mountains (making the impossible possible) - for our associates and for the world-leading companies that partner with us.
We are an Equal Opportunity Employer and promote a caring and respectful work environment. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status or disability status.
As part of this commitment, we provide reasonable accommodations for those with disabilities. If you need reasonable accommodation to participate in the application or interview process, please contact ******************************* .
Thank you for your interest in Morley.
**_Notices_**
+ Morley utilizes E-Verify during onboarding for all hires. Click here to learn more about E-Verify: ********************* and your right to work: *********************
+ Click here to view Morley's CCPA Notice for applicants in California: *******************************
+ Click here to view Morley's privacy policy: ************************************************
Fund Data Reporting and Analytics, Associate
Chicago, IL jobs
As a member of the Fund Data Reporting and Analytics Team ("Fund Data Team)" within Grosvenor's Finance Department, the Associate will focus primarily on preparing portfolio and investment performance analyses and reporting in support of GCM Grosvenor's business development, client reporting, and marketing initiatives.
In this high-visibility role, the Associate will work across Private Equity, Infrastructure, Private Credit, and Real Estate investment platforms-partnering with client services, business development, marketing, and senior leadership to deliver data-driven storytelling and performance analytics. Team members are key collaborators in raising new business through RFP and RFIs efforts. The role operates in a fast-paced, dynamic, and deadline-driven environment, so the ideal candidate must be a well-organized, thoughtful team player who operates well under pressure and has excellent analytical and communication skills.
As an onsite/hybrid employee, you are expected to be in the office on Tuesdays, Wednesdays and Thursday.
RESPONSIBILITIES
* Analyze data related to funds and co-investments across our private equity, infrastructure, private credit, and real estate-focused portfolios.
* Prepare, analyze, and report performance information for client reporting, business development and marketing purposes.
* Translate data into compelling insights for client reports, RFP/RFIs, marketing materials, and senior leadership decision-making.
* Create dynamic models that forecast portfolio performance, cash flows, fees, carried interest, and other financial metrics.
* Oversee the processing, storage, and synthesis of large amounts of structured and unstructured data collected throughout the GCM investment and fundraising processes.
* Manage and provide guidance to offshore analysts on project execution, ensuring efficiency, accuracy, and quality.
* Continuously improve reporting processes and data pipelines, helping to push the team toward scalable, automated solutions.
* Manage multiple requests simultaneously, ensuring that deadlines are met.
* Routinely handle confidential information and apply strict confidentiality and sensitivity in the dissemination of this information; and perform various ad-hoc and long-term projects and as assigned.
EDUCATION, SKILLS AND EXPERIENCE REQUIREMENTS
* Bachelors in Finance, Economics, Statistics, Computer Science, or Economics(Master's preferred).
* 3-6 years of relevant experience in a finance or data analytics role.
* Alternative investment industry experience, particularly private equity, and an understanding of the concepts and data relating to investment performance, assets under management, asset allocation and risk exposure are strongly preferred.
* Strong analytical, critical thinking and problem-solving skills are required. The ideal candidate will have the ability to articulate complex thoughts in a clear and concise manner.
* Advanced Excel and Power BI skills as well as a demonstrated aptitude for quantitative and qualitative analysis are required. Experience with Python or other coding skills is preferred.
* Experience working with iLevel is preferred, but not required
* A strong attention to detail and concern for the quality and accuracy of final work products is critical.
* A candidate must have the ability to work with and develop financial models.
* Excellent project management and organizational skills are required, including the ability to manage multiple projects simultaneously under pressure in a fast-paced, dynamic environment.
* A candidate should be skilled at identifying processes that are inefficient and should have a knack for business process improvement.
* The highest degree of integrity and the ability to maintain confidential information is absolutely necessary.
* The ideal candidate will have a strong work ethic, a high level of energy and the flexibility to work extended hours at times to accommodate specific projects.
In terms of cultural fit, the successful candidate will be self-motivated and energized by working amongst a group of thoughtful, smart, and successful colleagues. He or she will enjoy being part of an organization focused on excellence and will be a naturally collaborative person who enjoys interacting with individuals at all levels. Additionally, he or she will be a strong team player with a proactive approach and the ability to exercise discretion and judgment.
Actual base salary may vary based on factors such as individual's experience, skills, and qualifications for the role. Employees may be eligible for a discretionary bonus based on factors such as individual, team, and company performance as well as a comprehensive benefits package.
CHICAGO ANNUAL PAY RANGE
$100,000-$135,000 USD
ABOUT THE FIRM
GCM Grosvenor (Nasdaq: GCMG) is a global alternative asset management solutions provider with approximately $87 billion in assets under management across private equity, infrastructure, real estate, credit, and absolute return investment strategies.
The firm has specialized in alternatives for more than 54 years and has a diverse, engaged team of approximately 560 professionals serving a global client base. Eligible employees can elect to participate in comprehensive healthcare coverage (including medical, dental, vision and life insurance), flexible spending accounts, and the employer sponsored retirement plan. Additionally, employees are eligible for paid time off, parental leave, short-term and long-term disability, as well as other care/wellness programs.
The firm is headquartered in Chicago, with offices in New York, Toronto, London, Frankfurt, Tokyo, Hong Kong, Seoul, and Sydney. For more information, visit: gcmgrosvenor.com.
EQUAL OPPORTUNITY EMPLOYER M/F/D/V
Fund Data Reporting and Analytics, Associate
Chicago, IL jobs
As a member of the Fund Data Reporting and Analytics Team (“Fund Data Team)” within Grosvenor's Finance Department, the Associate will focus primarily on preparing portfolio and investment performance analyses and reporting in support of GCM Grosvenor's business development, client reporting, and marketing initiatives.
In this high-visibility role, the Associate will work across Private Equity, Infrastructure, Private Credit, and Real Estate investment platforms-partnering with client services, business development, marketing, and senior leadership to deliver data-driven storytelling and performance analytics. Team members are key collaborators in raising new business through RFP and RFIs efforts. The role operates in a fast-paced, dynamic, and deadline-driven environment, so the ideal candidate must be a well-organized, thoughtful team player who operates well under pressure and has excellent analytical and communication skills.
As an onsite/hybrid employee, you are expected to be in the office on Tuesdays, Wednesdays and Thursday.
RESPONSIBILITIES
Analyze data related to funds and co-investments across our private equity, infrastructure, private credit, and real estate-focused portfolios.
Prepare, analyze, and report performance information for client reporting, business development and marketing purposes.
Translate data into compelling insights for client reports, RFP/RFIs, marketing materials, and senior leadership decision-making.
Create dynamic models that forecast portfolio performance, cash flows, fees, carried interest, and other financial metrics.
Oversee the processing, storage, and synthesis of large amounts of structured and unstructured data collected throughout the GCM investment and fundraising processes.
Manage and provide guidance to offshore analysts on project execution, ensuring efficiency, accuracy, and quality.
Continuously improve reporting processes and data pipelines, helping to push the team toward scalable, automated solutions.
Manage multiple requests simultaneously, ensuring that deadlines are met.
Routinely handle confidential information and apply strict confidentiality and sensitivity in the dissemination of this information; and perform various ad-hoc and long-term projects and as assigned.
EDUCATION, SKILLS AND EXPERIENCE REQUIREMENTS
Bachelors in Finance, Economics, Statistics, Computer Science, or Economics(Master's preferred).
3-6 years of relevant experience in a finance or data analytics role.
Alternative investment industry experience, particularly private equity, and an understanding of the concepts and data relating to investment performance, assets under management, asset allocation and risk exposure are strongly preferred.
Strong analytical, critical thinking and problem-solving skills are required. The ideal candidate will have the ability to articulate complex thoughts in a clear and concise manner.
Advanced Excel and Power BI skills as well as a demonstrated aptitude for quantitative and qualitative analysis are required. Experience with Python or other coding skills is preferred.
Experience working with iLevel is preferred, but not required
A strong attention to detail and concern for the quality and accuracy of final work products is critical.
A candidate must have the ability to work with and develop financial models.
Excellent project management and organizational skills are required, including the ability to manage multiple projects simultaneously under pressure in a fast-paced, dynamic environment.
A candidate should be skilled at identifying processes that are inefficient and should have a knack for business process improvement.
The highest degree of integrity and the ability to maintain confidential information is absolutely necessary.
The ideal candidate will have a strong work ethic, a high level of energy and the flexibility to work extended hours at times to accommodate specific projects.
In terms of cultural fit, the successful candidate will be self-motivated and energized by working amongst a group of thoughtful, smart, and successful colleagues. He or she will enjoy being part of an organization focused on excellence and will be a naturally collaborative person who enjoys interacting with individuals at all levels. Additionally, he or she will be a strong team player with a proactive approach and the ability to exercise discretion and judgment.
Actual base salary may vary based on factors such as individual's experience, skills, and qualifications for the role. Employees may be eligible for a discretionary bonus based on factors such as individual, team, and company performance as well as a comprehensive benefits package.
CHICAGO ANNUAL PAY RANGE$100,000-$135,000 USD
ABOUT THE FIRM
GCM Grosvenor (Nasdaq: GCMG) is a global alternative asset management solutions provider with approximately $86 billion in assets under management across private equity, infrastructure, real estate, credit, and absolute return investment strategies.
The firm has specialized in alternatives for more than 54 years and has a diverse, engaged team of approximately 560 professionals serving a global client base. Eligible employees can elect to participate in comprehensive healthcare coverage (including medical, dental, vision and life insurance), flexible spending accounts, and the employer sponsored retirement plan. Additionally, employees are eligible for paid time off, parental leave, short-term and long-term disability, as well as other care/wellness programs.
The firm is headquartered in Chicago, with offices in New York, Toronto, London, Frankfurt, Tokyo, Hong Kong, Seoul, and Sydney. For more information, visit: gcmgrosvenor.com.
EQUAL OPPORTUNITY EMPLOYER M/F/D/V
Auto-ApplyData Entry Associate
Jacksonville, FL jobs
Triad Financial Services is a leading provider of financial services and solutions, serving clients worldwide. We are seeking a highly motivated and skilled Processing Associate to join our growing team. Essential Functions: * Communicate with parties to the transaction to update them on loan status
* Review loan applications and supporting documentation for completeness and accuracy.
* Evaluate credit worthiness by processing loan applications and documentation.
* Ensure that all required documents are collected and properly organized.
* Operate in accordance with all laws and regulations to meet lending compliance guidelines
* Fully cross-trained with Originations Indexing Department to assist with assignments when volume requires assistance
* Handle overflow call volume from Originations Customer Care Department
* Serve as a point of contact for borrowers, loan officers, and underwriters.
* Consistently represent the company in a positive and professional manner.
* Communicate with applicants to request additional information or clarify documentation.
* Ensure credit denials are processed and sent in a timely manor
* Provide consistent updated to management team regarding assignment statuses
* Assorted other duties as requested by management
Minimum Qualifications:
* Experience: 1-2 years' customer service in the finance/mortgage industry
* Proven experience in mortgage processing or a related field is advantageous.
* In-depth knowledge of loan origination processes and procedures
* Skills: Encompass (preferred), MS Office: Excel, Word, Outlook, Able to navigate across network, Windows PC proficient
* Excellent verbal and written communication skills, including ability to effectively communicate with internal and external customers
* Must be able to work under pressure and meet deadlines, while maintaining a positive attitude and providing exemplary customer service
* Ability to work independently and to carry out assignments to completion within parameters of instructions given, prescribed routines, and standard accepted practices
* High school diploma or GED required
Physical Demand:
* Ability to safely and successfully perform the essential job functions consistent with the ADA, FMLA and other federal, state and local standards, including meeting qualitative and/or quantitative productivity standards.
* Ability to maintain regular, punctual attendance consistent with the ADA, FMLA and other federal, state and local standards
* Must be able to type, talk, listen, and speak clearly on telephone
* Able to sit at a workstation for prolonged periods of time
Data Entry Associate
Jacksonville, FL jobs
Job Description
Triad Financial Services is a leading provider of financial services and solutions, serving clients worldwide. We are seeking a highly motivated and skilled Processing Associate to join our growing team.
Essential Functions:
Communicate with parties to the transaction to update them on loan status
Review loan applications and supporting documentation for completeness and accuracy.
Evaluate credit worthiness by processing loan applications and documentation.
Ensure that all required documents are collected and properly organized.
Operate in accordance with all laws and regulations to meet lending compliance guidelines
Fully cross-trained with Originations Indexing Department to assist with assignments when volume requires assistance
Handle overflow call volume from Originations Customer Care Department
Serve as a point of contact for borrowers, loan officers, and underwriters.
Consistently represent the company in a positive and professional manner.
Communicate with applicants to request additional information or clarify documentation.
Ensure credit denials are processed and sent in a timely manor
Provide consistent updated to management team regarding assignment statuses
Assorted other duties as requested by management
Minimum Qualifications:
Experience: 1-2 years' customer service in the finance/mortgage industry
Proven experience in mortgage processing or a related field is advantageous.
In-depth knowledge of loan origination processes and procedures
Skills: Encompass (preferred), MS Office: Excel, Word, Outlook, Able to navigate across network, Windows PC proficient
Excellent verbal and written communication skills, including ability to effectively communicate with internal and external customers
Must be able to work under pressure and meet deadlines, while maintaining a positive attitude and providing exemplary customer service
Ability to work independently and to carry out assignments to completion within parameters of instructions given, prescribed routines, and standard accepted practices
High school diploma or GED required
Physical Demand:
Ability to safely and successfully perform the essential job functions consistent with the ADA, FMLA and other federal, state and local standards, including meeting qualitative and/or quantitative productivity standards.
Ability to maintain regular, punctual attendance consistent with the ADA, FMLA and other federal, state and local standards
Must be able to type, talk, listen, and speak clearly on telephone
Able to sit at a workstation for prolonged periods of time
FRM Data Risk Governance and Reporting- Associate
New York, NY jobs
Job title: FRM Data Risk Team Associate Division: Risk Management Role: Risk Data Level: Associate Firm Risk Management The Firm Risk Management (FRM) division supports Morgan Stanley to achieve its business goals by partnering with business units across the Firm to realize efficient risk-adjusted returns, acting as a strategic advisor to the Board and protecting the Firm from exposure to losses because of credit, market, liquidity, operational, model, and other risks.
Background on the Position
This role resides within Morgan Stanley's FRM Risk Data team. The Risk Data team is responsible for developing and promoting data quality standards and governance, including the monitoring of Risk Domains' (e.g., Market, Credit, Liquidity) adherence with the Firm's Global Data Quality Policy and Risk Data Aggregation Framework (based on the BCBS 239 regulatory standard).
Risk Data seeks an Associate to join the New York based team that is focused on governing and reporting on adherence to data quality policies, procedures, and Framework. The team is also responsible for the regular maintenance of governance documents and processes.
Primary Responsibilities
1. Drive governance and reporting on adherence with the Global Data Quality Program and the Risk Data Aggregation Framework
2. Develop and update FRM Divisional Data Office & RDA Framework related policies, procedures, governance processes, and reporting, as needed
3. Support co-ordination, management and preparations for internal and external examinations, track and monitor audit deliverables
4. Ensure key risks and issues are identified, documented, mitigated, and communicated to the appropriate stakeholders in a timely manner
5. Prepare governance and reporting materials, including approval packages, for various senior management committees and forums Experience, Qualifications
1. Bachelor's degree or higher
2. 3+ years of work experience in the financial services industry, preferably in data management, governance, and/or reporting
3. Knowledge of implementation of risk management policies, frameworks, and procedures; BCBS 239 knowledge preferred
4. Strong attention to detail, problem-solving skills, and ability to provide information in usable formats
5. Ability to effectively communicate with a wide range of stakeholders, both written and verbally
6. Self-motivated to develop expertise in risk management practice
7. Ability to run meetings with multiple stakeholders and business areas
8. Strong collaboration, relationship building and teamwork skills
9. Proficiency in Microsoft Office programs (Word, Excel, PowerPoint)
WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work.
To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser.
Expected base pay rates for the role will be between $100,000 and $140,000 year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.
Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
Auto-ApplyProcessor/Data Entry - Second Shift
Jacksonville, FL jobs
Due to growth, Triad Financial Services has is adding another Processing Associate to our Underwriting team in Jacksonville, FL. If you have experience providing extraordinary service and want to be part of the team that helps people reach their dream of home ownership, we'd like to talk with you!
This is a full time position for our second shift processors (11a-8pm or 12pm-9pm) with an hourly base rate of $15-$16.50, and on top of the base, includes monthly $$ incentives based on volume of loans processed. We have a strong benefits program that includes med/dent/vision insurance, a 401k with corporate matching plan, long-short term disability programs, Paid Time Off + 7 paid holidays.
Entry-level, No prior mortgage experience required.
Essential Duties and Responsibilities:
Responsible for the processing of incoming applications.
The accurate and timely encoding of information from applications into the database.
Contact the customer for any missing information needed to input the application in a timely manner
Pulling and reviewing credit for each applicant.
Basic knowledge of each department and providing telephone support to the client base in order to accurately address any and all queries they may have prior to the submission of a loan application.
Promptly provide adequate status updates.
The resolution of issues raised by the client.
Responsible for the timely distribution of pertinent physical documents.
Education and/or Work Experience Requirements:
Excellent verbal and written communication skills. We communicate with internal and external customers
Excellent computer proficiency (MS Office - Word, Excel and Outlook)
Must be able to work under pressure and meet deadlines, while maintaining a positive attitude and providing exemplary customer service
Ability to work independently and to carry out assignments to completion within parameters of instructions given, prescribed routines, and standard accepted practices
High school diploma or GED required
Triad seeks to not only provide exceptional customer service, but to be a leader in successful employee and company culture, providing our employees with an experience invested in them and dedicated to their professional growth and development.
Recently ranked #8 Best Place to Work in Jacksonville in 2021 by the Jacksonville Business Journal, Triad looks to continue to ensure that both customers and employees alike achieve their personal version of success.
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