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Berkshire Hathaway jobs in New York, NY

- 701 jobs
  • Associate Actuary

    Berkshire Hathaway 4.8company rating

    Berkshire Hathaway job in New York, NY

    About us: Good things are happening at Berkshire Hathaway GUARD Insurance Companies. We provide Property & Casualty insurance products and services through a nationwide network of independent agents and brokers. Our companies are all rated A+ "Superior" by AM Best (the leading independent insurance rating organization) and ultimately owned by Warren Buffett's Berkshire Hathaway group - one of the financially strongest organizations in the world! Headquartered in Wilkes-Barre, PA, we employ over 1,000 individuals (and growing) and have offices across the country. Our vision is to be a leading small business insurance provider nationwide. Founded upon an exceptional culture and led by a collaborative and inclusive management team, our company's success is grounded in our core values: accountability, service, integrity, empowerment, and diversity. We are always in search of talented individuals to join our team and embark on an exciting career path! Benefits: We are an equal opportunity employer that strives to maintain a work environment that is welcoming and enriching for all. You'll be surprised by all we have to offer! Competitive compensation Healthcare benefits package that begins on first day of employment 401K retirement plan with company match and profit sharing Generous paid vacation and sick time Hybrid work schedule (three days in the office, two days from home) Work/life balance schedule - no nights or weekends/closed for all major holidays Longevity awards (every 5 years of employment receive a generous monetary award to be used toward a vacation) Tuition reimbursement after six months of employment Numerous opportunities for continued training and career advancement And much more! Responsibilities We are seeking an Actuary (Associate to Director-level) who is interested in making significant contributions to our efforts to transform GUARD into a top tier commercial insurer. In our agile and fast-paced environment, your work will have a direct impact on results. This position is a vocal leader within the department and in working with business partners as we profitably develop and grow our suite of commercial insurance products, including business owners, general liability, and commercial property insurance. The successful candidate will be responsible for completing pricing analyses, making significant contributions to various projects aimed at developing new products, and monitoring and maintaining profitability, and leading, training, and mentoring junior actuarial staff. **Please note the position will be filled at a level appropriate to the candidate's experience and qualifications. Responsibilities: Provide strategic input and collaborate with business partners, such as Claims and Product, to profitably grow our commercial business portfolio Organize and lead the completion of actuarial analyses for commercial business products, including business owners and GL Manage multiple assignments independently and simultaneously with a focus on timeliness and accuracy Ensure appropriate documentation is maintained that allows other actuarial staff members to understand and recreate the work product Prioritize and drive industry research, studies, and analyses to support actuarial projects Communicate results, including insights and recommendations within the department, to other departments, and to senior leadership Train and mentor team members as appropriate and advocate for their continued development Qualifications Qualifications: FCAS, ACAS or near-ACAS with five or more years of actuarial experience and at least two years of actuarial pricing experience required Exposure to General Liability or Commercial Property Pricing Exceptional attention to detail to ensure accuracy and reliability of results Ability to communicate results and assumptions Experience collecting, analyzing, and interpreting data and model results Results-oriented with the ability to adjust priorities when necessary Knowledge of VBA, SQL, Python is preferred *Applicants must be authorized to work in the U.S. without current or future sponsorship* Salary Range: $120,000.00-$190,000.00. The position can be located in New York City, Philadelphia, PA, Conshohocken, PA or Scottsdale, AZ. The successful candidate is expected to work in one of our offices 3 days per week and also be available for travel as required. The annual base salary range posted represents a broad range of salaries around the U.S. and is subject to many factors including but not limited to credentials, education, experience, geographic location, job responsibilities, performance, skills, and/or training.
    $120k-190k yearly Auto-Apply 1d ago
  • Data Modeler - P&C Insurance

    Berkshire Hathaway 4.8company rating

    Berkshire Hathaway job in New York, NY

    Data Modeler - P&C Experience Required About us: Good things are happening at Berkshire Hathaway GUARD Insurance Companies. We provide Property & Casualty insurance products and services through a nationwide network of independent agents and brokers. Our companies are all rated A+ “Superior” by AM Best (the leading independent insurance rating organization) and ultimately owned by Warren Buffett's Berkshire Hathaway group - one of the financially strongest organizations in the world! Headquartered in Wilkes-Barre, PA, we employ over 1,000 individuals (and growing) and have offices across the country. Our vision is to be a leading small business insurance provider nationwide. Founded upon an exceptional culture and led by a collaborative and inclusive management team, our company's success is grounded in our core values: accountability, service, integrity, empowerment, and diversity. We are always in search of talented individuals to join our team and embark on an exciting career path! Benefits: We are an equal opportunity employer that strives to maintain a work environment that is welcoming and enriching for all. You'll be surprised by all we have to offer! Competitive compensation Healthcare benefits package that begins on first day of employment 401K retirement plan with company match Enjoy generous paid time off to support your work-life balance plus 9 ½ paid holidays Up to 6 weeks of parental and bonding leave Hybrid work schedule (3 days in the office, 2 days from home) Longevity awards (every 5 years of employment, receive a generous monetary award to be used toward a vacation) Tuition reimbursement after 6 months of employment Numerous opportunities for continued training and career advancement And much more! Responsibilities Are you passionate about turning business strategy into scalable data solutions? At Berkshire Hathaway GUARD Insurance Companies, we're looking for a Data Modeler with a strong business modeling focus to help shape the future of our data architecture and drive innovation in the property and casualty insurance industry. In this role, you'll work closely with domain owners and data product managers to understand business goals, value hypotheses, and use cases. Your work will directly support the development of effective and efficient data models that power our data products and enable strategic decision-making. Key Responsibilities: Analyze business use cases to understand goals and value drivers. Create conceptual models using Meta Models, Ontologies, and Knowledge Graphs to represent domain structures. Develop logical and physical data models that support KPIs and product requirements. Ensure models meet output needs including SQL endpoints, dashboards, reports, and APIs. Support data cataloging, source-to-target mapping, and data quality rule setup for critical data elements. Optimize cloud databases (e.g., Delta Lake, OneLake) for performance and scalability. Collaborate with governance teams to define global modeling standards and best practices. Work cross-functionally with data engineers, analysts, and other teams to implement and maintain robust data models. Qualifications Bachelor's degree in Computer Science, Data Science, Statistics, Mathematics, or a related field. At least 6 years of experience in data modeling within the property and casualty insurance industry required Proficiency in SQL, Python, UML, and modern data modeling tools. Hands-on experience with Kimbal Dimensional modeling techniques is required Strong analytical skills and a track record of building scalable, efficient data models. Experience with Agile methodologies and cloud-based data platforms. Familiarity with data modeling concepts, database technologies, and insurance industry data systems. Ability to clearly convey technical concepts to non-technical stakeholders and lead cross-functional collaboration. Strong problem-solving skills and the ability to work in a dynamic, fast-paced environment. *Applicants must be authorized to work in the U.S. without current or future sponsorship* Salary Range $110,000.00 - $160,000.00 USD per year The annual base salary range posted represents a broad range of salaries around the U.S. and is subject to many factors including but not limited to credentials, education, experience, geographic location, job responsibilities, performance, skills and/or training. The successful candidate is expected to work in one of our offices 3 days per week and also be available for travel as required.
    $110k-160k yearly Auto-Apply 12h ago
  • Strategic Client Management - Head of Business Owner Solutions (Executive Director)

    Morgan Stanley 4.6company rating

    New York, NY job

    Integrated Firm Management: Strategic Client Management - Head of Business Owner Solutions Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments and individuals from more than 1,200 offices in 43 countries. As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence and strong team ethos. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, to achieve and prosper. Morgan Stanley's Strategic Client Management (SCM) plays a pivotal role in driving Morgan Stanley's Integrated Firm Strategy, a key strategic priority for the Firm. The team focuses on identifying opportunities to leverage relationships across Wealth Management (MSWM), Institutional Securities (ISG), and Investment Management (MSIM) to enhance client outcomes while driving revenue and asset growth. The role emphasizes accountability, innovation, and leveraging Morgan Stanley's global resources to deliver tailored solutions for clients. This role is ideal for professionals seeking to bridge Wealth Management and institutional divisions while driving measurable business outcomes through cross-functional teamwork. Role Summary The Head of Business Owner Solutions will serve as a senior coverage officer within SCM, dedicated to deepening and managing connections with Financial Advisors (FAs) and their clients-including founders, business owners, and executives. This role centers on understanding clients' unique needs and effectively communicating the comprehensive solutions available through Morgan Stanley, as well as select third-party strategic partners. The Head of Business Owner Solutions will play a critical role in articulating how these resources can support clients considering investment banking or capital markets transactions, ensuring they receive tailored guidance and access to the full suite of Morgan Stanley's capabilities. Key Responsibilities * Opportunity Origination: Partner with Financial Advisors to provide solutions to business owners, founders and executives in need of investment banking and capital markets advisory services, serving as a senior liaison to facilitate the transaction process and maximize cross-divisional collaboration, with a focus on middle market solutions * Field Engagement Strategy: Design and implement a comprehensive approach to educate and train Financial Advisors about the full suite of solutions available to their business owner, founder and executive relationships across Morgan Stanley and select third-party strategic partners * Data-Driven Targeting: Leverage internal client data and external market intelligence to help Financial Advisors identify clients who may benefit from these solutions and provide actionable insights to support proactive outreach * Collaborative Events: Partner with Financial Advisors to host roundtables, networking events, and educational forums for business owners and founders. Feature Morgan Stanley subject matter experts and third-party partners to showcase capabilities and foster deeper client engagement. * Thought Leadership: Develop Financial Advisor and client-facing marketing materials and newsletters, highlighting industry and markets trends, and success stories Qualifications * Minimum 15 years of coverage and execution experience in investment banking or capital markets * Demonstrated success in building and maintaining long-term, trust-based relationships with key internal stakeholders and clients * Proven ability to engage with clients and Financial Advisors (ideally) in a strategic, consultative manner * Superior sales, negotiating, interpersonal and client service skills with exceptional ability to identify and cultivate new business opportunities * Strong interpersonal and communication skills with the ability to influence and collaborate across teams; dynamic public speaking and effective presentation skills. * FINRA licenses (e.g., S7, S63) preferred. 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 $195,000 and $275,000 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). 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. 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).
    $195k-275k yearly Auto-Apply 21d ago
  • FID, Public Finance Investment Banking - Associate

    Morgan Stanley 4.6company rating

    New York, NY job

    Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments, and individuals from more than 1,200 offices in 43 countries. As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence, and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture. Department Profile The Fixed Income Division is comprised of Interest Rate and Currency Products, Credit Products and Distribution. Professionals in the Division assess and actively manage risk, trade securities, and structure as well as execute innovative transactions in the fast-paced and constantly changing global markets. Morgan Stanley aligns its municipal investment banking, underwriting, sales, trading, lending, and M&A advisory in one integrated organizational group under the umbrella of the Municipal Securities Division. Background on the Team Within Municipal Securities, the Public Finance Investment Banking group raises capital to fund projects for public sector entities and not-for-profit institutions in the United States. The group plans financial strategies and structures tax-exempt and taxable offerings along with derivative solutions to meet the needs of wide variety of important public organizations. Primary Responsibilities As an Associate in the Public Finance Investment Banking Department, you may: * Provide investment banking services to the largest and most notable issuers nationwide in the public sector, housing, not-for-profit healthcare, and tax-exempt structured finance groups * Prepare and execute live transactions, including crafting rating agency, investor roadshow, and sales memorandum materials * Prepare marketing materials, from product pitches based on market dynamics to extensive responses and proposal requests * Perform cash flow analyses to evaluate debt financing alternatives * Update credit models and conduct peer credit analysis * Monitor debt portfolios - identifying opportunities for refinancing or restructuring * Conduct debt capacity and affordability analysis * Research and analyze market data to share insights with clients * Field and respond to client inquiries, including travel for client meetings and conferences Qualifications/Skills/Requirements: * Experience in public finance banking or financial advisory services * You have an advanced knowledge of MS Excel (preferred), DBC (preferred) and familiarity with other common software including Word and PowerPoint * Strong work ethic, collaborative, ability to multi-task * Adaptable, versatile, and analytical * Bachelor's degree 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 $150,000 and $200,000 per year commencement of employment for Associate. 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).
    $150k-200k yearly Auto-Apply 8d ago
  • Business Unit Management Director

    Morgan Stanley 4.6company rating

    New York, NY job

    We're seeking someone to join our team as a Business Manager to support the Head of Global Supplier Services on high-impact internal and external engagement activities and strategic initiatives. You will engage across the Firm and Functional leadership, Global COO and supporting teams to drive the agenda of the Head of Global Supplier Services. In the Corporate Services division, we empower our businesses by creating collaborative workplace solutions and commercial services that enhance the employee and client experience, while optimizing the value of our sourcing and third-party lifecycle to enable the Firm to do-and-win business. Since 1935, Morgan Stanley is known as a global leader in financial services, always evolving and innovating to better serve our clients and our communities in more than 40 countries around the world. What you'll do in the role: * Drive the development and preparation of agendas and materials for key engagements of the Head of GSS including travel, internal/external stakeholder meetings and Firmwide engagement events * Collaborate with the leadership team of GSS to keep track of execution and delivery status on strategic priorities * Engage with the Corporate Services Office of the COO to ensure financial management, people and administrative processes are executed effectively * Drive the creation of strategic executive/client presentations and necessary communications * Drive the collection and dissemination of materials and agenda for functional leadership meetings * Establish strong relationships and partner with global function heads and peer COO functions * Develop and drive governance activities including technology, risk, strategic priorities * Foster BU engagement through strategic engagements and active stakeholder management * Support branding and communication with internal constituents * Actively manage key vendor and industry relationships through QBRs, KPIs, etc. What you'll bring to the role: * 4-6 years of experience in a relevant position and industry * Interest in financial institutions, organizational management, and strategy * Articulate and persuasive written, verbal, communication, and presentation skills * Outstanding interpersonal skills and sharp attention to detail * Possess sound judgment and strong sense of integrity * Thrive in a fast-paced environment and can work effectively across multiple functions on multiple projects simultaneously * Advanced proficiency in Microsoft suite of products particularly in PowerPoint and Excel * Effective communicator (written and verbal) * Willing collaborator that can partner with various colleagues within and outside the organization to drive change and make impact * Ambition - someone that is willing to go the extra mile to ensure success * Diligent - someone that will double check work to ensure accuracy, actively problem solve and require minimal direction 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 $130,000 and $183,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
    $130k-183k yearly Auto-Apply 53d ago
  • US Banks First Line Risk - Regulatory & Audit Oversight Officer Vice President

    Morgan Stanley 4.6company rating

    New York, NY job

    Morgan Stanley (“MS”) is a global financial services firm that conducts its business through three principal business segments: Institutional Securities Group (“ISG”), Global Wealth Management via Wealth Management (“WM”), and Asset Management. WM's network includes approximately 15,000 Financial Advisors with total client assets of over $1.5 trillion. WM provides comprehensive financial advice and services to its clients including brokerage, investment advisory, financial and wealth planning, credit and lending, deposits and cash management, annuities, insurance, retirement and trust services. The US Banks - Morgan Stanley Private Bank, National Association (“MSPBNA”) and Morgan Stanley Bank, N.A. (“MSBNA”) - provide cash management and lending products and services to serve the needs of WM & ISG clients and seeks a Vice President (“VP”) as part of the US Banks First Line Risk team. The VP will report to the Head of the US Banks Regulatory and Audit Oversight and will be responsible for supporting the Regulatory and Audit Oversight program. The role will be based in New York, New York. This individual will be responsible for supporting the 1LOD regulatory risk and audit oversight programs. Regulatory Oversight and Support • Partner with Regulatory Relations and management to coordinate the exam process for the two US Banks. Complement the Regulatory Relations program without duplication • Ensure the Banks are adequately prepared for upcoming meetings and exams. • Manage the development, implementation and execution strategy of the 1LOD Risk regulatory examination process. • Collaborate with stakeholders to confirm comprehensive and consistent practices are followed to allow for successful execution of exams. • Ensure First Day Letter, inquires and requests are responded to in a timely manner by management. MRA Remediation • Ensure the Head of Business Risk is informed of regulatory matters. • Confirm thorough action plans are created to mitigate risk identified with owners and due dates. • Monitor remedial activity to ensure that issues and action plans are completed in a timely manner and meet the spirit and letter of regulatory expectations. • Manage tracking and deliverable status of issues and action plans to ensure deadlines are met. • Proactively work with management to prevent delays with remediation. • Confirm 1LOD testing is performed to demonstrate enhancements are working as designed and expected. Internal Audit Coordination • Support the relationship with Internal Audit, manage the affiliate agreement and confirm services provided are satisfactory. • Partner with Internal Audit to coordinate the Internal Audit process for two US Banks. • Manage the development, implementation and execution strategy of the internal audit oversight process. • Collaborate with stakeholders to confirm comprehensive and consistent practices are followed to allow for successful execution of internal audits. • Ensure audit requests and inquiries are responded to in a timely manner by management. Governance • Confirm adequate governance for regulatory and audit programs. • Prepare corporate governance risk reporting. • Ensure policies and procedures are comprehensive. Other duties as assigned Limited Travel Qualifications • 5+ years of professional experience in financial services with focus on regulatory compliance, regulatory relations at or interacting with U.S. financial regulators, or experience in audit or risk • Bachelor's Degree • Juris Doctorate a plus Skills Required: • Ability to work in a fast-paced, high-demand environment, both independently and as part of a team, under tight deadlines and with the ability to manage multiple priorities concurrently, efficiently and effectively. • Attention to detail, strong analytical, quantitative, and investigative problem-solving abilities. • Strong interpersonal, verbal, and written communication skills; capable of making presentations to an internal audience, and interacting positively with senior management, colleagues and clients. • Strong project management and reporting skills. • Proficient with Microsoft PowerPoint and Excel. 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 $110,000 and $190,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
    $110k-190k yearly Auto-Apply 13d ago
  • Global Receivables PR

    Citi 4.6company rating

    New York, NY job

    Citibank, N. A. seeks a Global Receivables PR for its New York, NY location. Duties: Support and build a global strategy for domestic payments and receivables within Treasury and Trade Solutions (TTS). Assist in the development, rollout, and commercialization of robust and innovative capabilities aligned with the global product roadmap to ensure clients receive payments in an efficient and convenient manner for their treasury and commerce needs. Oversee the Global Domestic Receivables product suite and monitor performance drivers for the product portfolio including client experience, pricing, client engagement, and risks. Anticipate evolving client needs across regions ensuring product roadmap delivers continuous and commercially relevant innovations. Promote enhancements to the client experience and operating model to move toward real time, simple digital experiences. Drive business growth and competitive advantages through targeted industry and client segment focus. Collaborate with Global, Regional and Country Payments & Receivables teams, Operations and Technology teams, and key partners in Sales, Onboarding and Service to deliver business objectives. A telecommuting/hybrid work schedule may be permitted within a commutable distance from the worksite in accordance with Citi policies and protocols. Requirements: Bachelor's degree, or foreign equivalent, in Economics, Accounting, Finance, Business Administration, or a related field, and five (5) years of experience in the job offered or in a related finance occupation. Employer will accept three (3) years of university-level studies plus two (2) years of relevant experience in meeting the bachelor's degree requirement. Five (5) years of experience must include: Working with payment networks, processors, and gateways with hands-on experience working with financial industry regulations and regional requirements; Conducting market research to understand customer needs, pain points, and the competitive landscape; Using analytics to drive product decisions with tools including SQL, Excel, or data visualization platforms; Setting and monitoring Key Performance Indicators (KPIs) for transaction success rates, user adoption, and profitability; and Utilizing knowledge of monetization strategies including transaction fees, subscription models, or value-added services to enhance product offering and generate revenue. 40 hrs./wk. Applicants submit resumes at *********************** Please reference Job ID #25909031. EO Employer. Wage Range: $217,400 to $230,000/year Job Family Group: Product Management and Develop Job Family: Product Management ------------------------------------------------------ Job Family Group: ------------------------------------------------------ Job Family: ------------------------------------------------------ Time Type: Full time ------------------------------------------------------ Primary Location: New York New York United States ------------------------------------------------------ Primary Location Full Time Salary Range: 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. ------------------------------------------------------ Most Relevant Skills Please see the requirements listed above. ------------------------------------------------------ Other Relevant Skills For complementary skills, please see above and/or contact the recruiter. ------------------------------------------------------ Anticipated Posting Close Date: Dec 31, 2025 ------------------------------------------------------ Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi. View Citi's EEO Policy Statement and the Know Your Rights poster.
    $72k-108k yearly est. Auto-Apply 30d ago
  • Associate Private Banker

    Morgan Stanley 4.6company rating

    Garden City, NY job

    Morgan Stanley (“MS”) is a global financial services firm that conducts its business through three principal business segments-Institutional Securities, Wealth Management, and Asset Management. Wealth Management provides comprehensive financial advice and services to its clients including brokerage, investment advisory, financial and wealth planning, credit & lending, deposits & cash management, annuities, insurance, retirement and trust services. We are seeking a high potential candidate (“Associate Private Banker” or “APB”) to join our Sales Team in the Private Banking Group. The Associate Private Banker will provide product and service support for the Private Bankers in the region as well as the Region Manager. Job Description/Position Responsibilities Partner with Private Banker(s) and Advisors to assess opportunities and provide suitable cash management and lending solutions for their clients Partner with their Private Banker(s) to provide FA and their client(s), Private Banking products/solutions, distribution and service support Establish a reputation of execution and excellence. Gain confidence of FAs and Private Bankers to fully develop the cash management and lending opportunities with their clients Assist in developing and implementing marketing campaigns Assist in the development and maintain adequate marketing pipelines to meet revenue targets. Communicate new product and policy enhancements to FAs and branch staff Work with and communicate effectively with Financial Advisors, Branch Managers & staff, Private Bankers & Product partners Required Experience: Minimum of 3 years of experience with an investment, commercial or private bank 2 years of client service, business development and/or Sales Desk experience Experience in understanding the financial needs of all types of clients Bachelor's degree preferred, or relevant work experience Skills/Abilities: Strong knowledge of cash management and lending products including bank deposits, certificates of deposits, credit cards, residential mortgage products, home equity lines of credit, securities-based loans, high net worth tailored lending products & commercial credit products Excellent verbal and written communication skills Possess excellent relationship building, business development and service skills and have the desire and drive to consistently achieve top quartile results Ability to understand the financial needs of the retail brokerage clientele Maintain poise, presence and professionalism with FAs and their affluent clients in the most difficult circumstances Software proficiency (e.g., Word, Excel, PowerPoint) Demonstrate positive initiative, leadership and comfort working in a fast-paced environment Strong interpersonal collaboration and team skills including working with cross-functional teams 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 $85,000 and $140,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
    $85k-140k yearly Auto-Apply 31d ago
  • Model Risk (Risk Management) : Job Level - Associate

    Morgan Stanley 4.6company rating

    New York, NY job

    Morgan Stanley's Firm Risk Management (FRM) Division is an exciting and rapidly growing space. We support 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 as a result of credit, market, liquidity, operational, model and other risks. Responsibilities * Perform independent review and model validation for the firm's Pre-Provision Net Revenue (PPNR) models, compliant with Model Risk Management policies and procedures, regulatory guidance, and industry leading practices. * Develop challenger model methodologies for the official production models. * Write comprehensive validation documentation for models validated. * Effectively communicate model validation conclusions to senior management and relevant stakeholders. * Represent Model Risk Management team in interactions with regulatory agencies. Requirements * 3+ years' in relevant risk management experience including model risk management and risks analytics preferred * Masters or Doctorate degree in a quantitative discipline such as Statistics, Mathematics, Physics, Computer Science or Engineering is preferred * Working knowledge of statistical techniques, quantitative finance and programming is essential; good understanding of various complex financial instruments is preferred. * Prior experience with developing or validating models is a plus. * Expertise in PPNR Models. * Prior experience with fixed income products (for example, securitized products, rates and corporate credit) is a plus. * Prior experience with the treasury investment portfolio is a plus. * Strong written and verbal communication, critical thinking, problem solving and team collaboration skills. * Familiarity with coding languages (R and Python preferred). * Familiarity with regulatory requirements e.g., Comprehensive Capital Analysis and review (CCAR), Internal capital adequacy assessment processes (ICAAP) and regulators such as Fed, Office of the Comptroller of the Currency (OCC), Property Reserve Analysis (PRA), European Banking Authority (EBA) is desired * Desire to work in a dynamic, team-oriented environment focusing on challenging tasks mixing fundamental, quantitative, and market-oriented knowledge and skills preferred. 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).
    $100k-140k yearly Auto-Apply 7d ago
  • Business Process Engineer - P&C Claims Experience

    Berkshire Hathaway 4.8company rating

    Berkshire Hathaway job in New York, NY

    Good things are happening at Berkshire Hathaway GUARD Insurance Companies. We provide Property & Casualty insurance products and services through a nationwide network of independent agents and brokers. Our companies are all rated A+ “Superior” by AM Best (the leading independent insurance rating organization) and ultimately owned by Warren Buffett's Berkshire Hathaway group - one of the financially strongest organizations in the world! Headquartered in Wilkes-Barre, PA, we employ over 1,000 individuals (and growing) and have offices across the country. Our vision is to be the leading small business insurance provider nationwide. Founded upon an exceptional culture and led by a collaborative and inclusive management team, our company's success is grounded in our core values: accountability, service, integrity, empowerment, and diversity. We are always in search of talented individuals to join our team and embark on an exciting career path! Benefits: We are an equal opportunity employer that strives to maintain a work environment that is welcoming and enriching for all. You'll be surprised by all we have to offer! Competitive compensation Healthcare benefits package that begins on first day of employment 401K retirement plan with company match Enjoy generous paid time off to support your work-life balance plus 9 ½ paid holidays Up to 6 weeks of parental and bonding leave Hybrid work schedule (3 days in the office, 2 days from home) Longevity awards (every 5 years of employment, receive a generous monetary award to be used toward a vacation) Tuition reimbursement after 6 months of employment Numerous opportunities for continued training and career advancement And much more! Responsibilities The Business Process Engineer will play a pivotal role in driving process optimization and transformation within our organization. This individual will be responsible for analyzing existing processes, identifying opportunities for improvement, and implementing solutions to enhance efficiency, productivity, and customer/client satisfaction. The ideal candidate will have a strong background in business process management within the P&C insurance industry, with a keen eye for detail and a passion for driving continuous improvement. The position can be located in either Wilkes-Barre, PA, Philadelphia, PA, Parsippany, NJ, New York, NY, Chicago, IL, Dallas, TX, Scottsdale, AZ, Alpharetta, GA. Key Responsibilities: Conduct comprehensive analyses of existing P&C insurance claims processes, identifying inefficiencies and improvement opportunities across policy administration, claims, and underwriting functions. Define business requirements needed to enable target state processes. Assist in the design and propose improved processes that align with P&C insurance best practices and organizational goals. Collaborate with cross-functional teams to implement new or improved P&C insurance processes, ensuring smooth transitions. Establish and monitor key performance indicators (KPIs) for P&C insurance processes to track improvements and identify areas needing attention. Support change management initiatives by developing training materials and assisting in stakeholder communication. Manage small to medium-sized process improvement projects within the P&C insurance context. Design and deliver training programs for P&C insurance processes, ensuring that employees across different departments understand new or improved workflows. Develop comprehensive training materials and conduct workshops to facilitate the adoption of process changes. Qualifications 3-5 years of experience in business process management Strong understanding of the claims value chain; familiarity with commercial P&C lines (Workers' Comp, BOP, Commercial Auto) required Ability to facilitate workshops, map current/future state, and assist with execution (SOP updates, training, rollout). Skilled at consuming reports and drawing insights; knowledge of claims KPIs and performance metrics is a plus. Knowledge of process improvement methodologies such as Lean, and/or Six Sigma. Proficiency in documenting P&C insurance processes, including creating detailed process flows, standard operating procedures, and training materials with meticulous attention to detail. Experience with business process management tools and software. Strong project management and business analysis skills. Excellent analytical and problem-solving abilities. Effective communication and stakeholder management skills. *Applicants must be authorized to work in the U.S. without current or future sponsorship* Salary Range $100,000.00-$150,000.00 USD The successful candidate is expected to work in one of our offices 3 days per week and also be available for travel as required. The annual base salary range posted represents a broad range of salaries around the U.S. and is subject to many factors including but not limited to credentials, education, experience, geographic location, job responsibilities, performance, skills and/or training.
    $100k-150k yearly Auto-Apply 48d ago
  • Sales and Trading Production Management

    Morgan Stanley 4.6company rating

    New York, NY job

    As a member of the Reliability and Production Engineering team within Sales and Trading Production Management, you will be supporting critical trading applications in a fast paced, exciting, and dynamic Trading Floor environment. You will work within a team of technologists acting as the first point of contact for Compliance, Risk, High Touch Trading Desks, and Development teams. Our team is responsible for: * Coordinating the preparation and trading of Initial Public Offerings (IPOs), working closely with NYSE, NASDAQ, BATS, and IEX. * Investigation of user queries. E.g. order rejects, trade breaks, exchange issues. Liaising with clients, exchanges, vendors, and internal teams where appropriate. * Notifying the business units of system issues or failures in a timely manner. Communicating with global counterparts when necessary. * Creation of new tools and automation of processes to better support and proactively monitor our environment (Python Preferred). * Liaising with users and development teams on potential improvements to our trading applications * Proactive & reactive monitoring of processes, connections & trade flows. * Incident and problem management adhering to ITIL framework * Assisting Compliance/ Risk on regulatory inquiries and user permissions. * Testing failure scenarios to identify problems and improve outage recovery procedures. Qualifications * Must enjoy working within a team and have the ability to communicate well cross functionally * Ability to translate business needs into technical specifications * Excellent problem solving skills and passion for developing new and creative solutions to complex problems * Ability to interact with Traders and the drive to learn about securities and markets * Good business knowledge of Equities would include the ability to demonstrate an understanding of different instruments and how and where they trade. This would also include the ability to describe an order book and the different order types that can be used * Understanding of SQL and Sybase databases. * Understanding of operating systems (UNIX, PC) * Understanding of real time distributed application architectures and experience with message based protocols e.g. FIX. * Incident management skills - Ability to own issues from start to finish, with a commitment to determining root cause and follow ups. * Proficiency in a scripting language such as Python * Knowledge of Agile methodology and cycle is a plus 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 $90,000 and $150,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
    $90k-150k yearly Auto-Apply 60d+ ago
  • Trucking Claims Specialist

    Berkshire Hathaway 4.8company rating

    Berkshire Hathaway job in New York, NY

    Good things are happening at Berkshire Hathaway GUARD Insurance Companies. We provide Property & Casualty insurance products and services through a nationwide network of independent agents and brokers. Our companies are all rated A+ “Superior” by AM Best (the leading independent insurance rating organization) and ultimately owned by Warren Buffett's Berkshire Hathaway group - one of the financially strongest organizations in the world! Headquartered in Wilkes-Barre, PA, we employ over 1,000 individuals (and growing) and have offices across the country. Our vision is to be a leading small business insurance provider nationwide. Founded upon an exceptional culture and led by a collaborative and inclusive management team, our company's success is grounded in our core values: accountability, service, integrity, empowerment, and diversity. We are always in search of talented individuals to join our team and embark on an exciting career path! Benefits: We are an equal opportunity employer that strives to maintain a work environment that is welcoming and enriching for all. You'll be surprised by all we have to offer! Competitive compensation Healthcare benefits package that begins on first day of employment 401K retirement plan with company match Enjoy generous paid time off to support your work-life balance plus 9 ½ paid holidays Up to 6 weeks of parental and bonding leave Hybrid work schedule (3 days in the office, 2 days from home) Longevity awards (every 5 years of employment, receive a generous monetary award to be used toward a vacation) Tuition reimbursement after 6 months of employment Numerous opportunities for continued training and career advancement And much more! Responsibilities Berkshire Hathaway GUARD Insurance Companies is seeking a Trucking Claims Specialist to join our P&C Claims Casualty team. This role will report to the AVP of Claims and is responsible for investigating and resolving commercial auto liability and physical damage claims, with a focus on trucking exposures. The ideal candidate will bring strong analytical skills, sound judgment, and a commitment to delivering high-quality claims service. Key Responsibilities Investigate and resolve commercial auto liability and physical damage claims involving trucking exposures. Review and interpret policy language to determine coverage and consult with coverage counsel when needed. Manage a caseload of moderate to high complexity and exposure, applying effective resolution strategies. Communicate with insureds, claimants, attorneys, body shops, and law enforcement to gather relevant information. Collaborate with defense counsel and vendors to support litigation strategy and recovery efforts. Ensure claims are handled accurately, efficiently, and in alignment with service and regulatory standards. Participate in file reviews, team meetings, and ongoing training to support continuous learning. Salary Range $95,000.00-$145,000.00 USD The successful candidate is expected to work in one of our offices 3 days per week and also be available for travel as required. The annual base salary range posted represents a broad range of salaries around the U.S. and is subject to many factors including but not limited to credentials, education, experience, geographic location, job responsibilities, performance, skills and/or training. Qualifications Minimum of 3 years of trucking industry experience. Experience with bodily injury and/or cargo exposures. Familiarity with trucking operations, FMCSA/DOT regulations, and multi-jurisdictional claims practices. Strong analytical and negotiation skills, with the ability to manage multiple priorities. Proven ability to manage sensitive and high-stakes situations with accuracy and professionalism. Possession of applicable state adjuster licenses. Juris Doctor (JD) preferred; alternatively, a bachelor's degree or equivalent experience in insurance, risk management, or a related field.
    $48k-57k yearly est. Auto-Apply 20d ago
  • Corporate Derivatives - Equities Solutions Trader

    Morgan Stanley 4.6company rating

    New York, NY job

    Morgan Stanley's Institutional Securities Group (ISG) is a remarkably broad and diversified business. We provide institutions with almost every kind of financial product and service across the world's major markets. Whether you're interested in planning complex deals; trading on the moment-to-moment movements of the capital markets; analyzing the financial needs of a company or a wealthy family, Morgan Stanley is the place to be. The Corporate Derivatives Trading desk within the Institutional Equity Division is responsible for pricing, trading, and risk-managing both vanilla and complex derivative products for corporate clients of the firm. Products range from vanilla options to more complex exotic payoffs and margin lending. Trades typically consist of single stock underliers, but given the complexity of some of the risks, members of the desk must be able to understand a wide variety of instruments and financial markets. Traders on the team are responsible for: * Pricing and structuring of margin loans and derivatives transactions for corporate and wealth clients * Collaborating with members of the Global Capital Markets and IED derivatives teams on idea generation and structuring of client requests * Conducting research on stocks / companies in order to evaluate risks and make trading decisions * Daily risk management and hedging of the trading books, including close interaction with other traders and brokers * Driving forward new technology and infrastructure projects with IT and desk strategists The trading desk currently consists of a small team looking to hire a senior associate/VP level candidate to help with all the above responsibilities. The ideal candidate will have experience on margin loans and derivatives engineering and trading with an ability to understand more complex payoffs, and will be proactive, a team player, and willing to learn and take on responsibility quickly. 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. Expected base pay rates will be between $200,000 and $250,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
    $200k-250k yearly Auto-Apply 60d+ ago
  • FID, Strats, Release Manager - Vice President

    Morgan Stanley 4.6company rating

    New York, NY job

    Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments, and individuals from more than 1,200 offices in 43 countries. As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence, and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture. The Fixed Income Division is comprised of Interest Rate and Currency Products, Credit Products and Distribution. Professionals in the Division assess and actively manage risk, trade securities, and structure as well as execute innovative transactions in the fast-paced and constantly changing global markets. The Commodities Division is a market leader across a broad range of commodities markets, with expertise in areas including client risk management, financing solutions and investor products Sales & Trading. Primary Responsibilities: We are looking for a senior technical, hands-on specialist to handle the coordination of testing and release process for the Fixed Income pricing and risk modelling libraries and reference data. This is a challenging and high-profile role which spans the end-to-end software development cycle (SDLC) - including managing source code branches, preparing and delivering release candidate builds into testing, and working with QA, IT, trading desk strategists, and production support teams through the test cycle to sign-off, integration into consumer applications, and release. Located in New York, this role is a critical point of contact for desk strategists, technology and QA colleagues in that timezone, maintains continuity of SDLC activities in Follow the Sun model in a global release management team with colleagues in India and London. The successful candidate will also help with improving our automated build, release, integration and testing infrastructure covering the entire SDLC across several million lines of C++, Java, and Scala source code. This will include configuration of Jenkins jobs, source code management tooling, and supporting trading desk strategists' use of development environment. Most of the Fixed Income portfolio is valued and risked using these pricing and risk modelling libraries, which are used by many varied applications throughout the firm and have multiple inter-dependencies. This requires that we build the libraries in a consistent manner on multiple different platforms, and integrate them into the varied application landscape, which is itself constantly changing. Our ability to patch, test and release new functionality within hours if not minutes can be critical to our success as a business, and the successful candidate will be critical to helping us achieve this. Qualifications Essential: * extensive experience as hands-on release manager, testing, or application support specialist, preferably in financial services * extensive experience with git and its use in support of feature and release branching strategies, patching, release notes management * extensive experience of managing testing cycles, bug tracking, stakeholder communication, release prioritisation, change management * extensive experience of using Jenkins, BitBucket and effectively using these to build release candidates and optimise build automation flow * experience of writing scripts (eg in python) for tasks such as promotion and propagation of artifacts, generation of release notes, custom SDLC actions * experience of working in a globally distributed team Desirable: * some development experience in Java or C++ so as to be able to read source code to conduct code mergers and conflicts, update test baselines * some experience with C++ development environment and multi-platform c++ builds in linux and windows * familiarity with build tools such as bazel, cmake, premake, make, visual studio devenv/msbuild, and build acceleration tools such as Incredibuild, distcc and ccache * familiarity with standard code quality tools such as sonar, cpplint * familiarity with package/dependency management tools such as conan, maven, artifactory 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 $160,000 and $250,000 for Vice President at 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).
    $160k-250k yearly Auto-Apply 56d ago
  • Business Solutions Group (BSG), Manager

    Morgan Stanley 4.6company rating

    New York, NY job

    The Business Solutions Group (BSG) team sits within Morgan Stanley's Institutional Securities Group (ISG) and functions as an in-house management consulting team supporting the firm with strategic program management and delivery, large-scale transformation, operational improvement, and regulatory change or remediation. The team partners with individual business lines, Legal/Risk/Compliance, and senior firm leadership to drive initiatives to completion. This individual will play a foundational role in shaping the team's capabilities, delivering high-impact engagements. Primary Responsibilities As a key member of the BSG team, this individual will provide program management and delivery support for key business initiatives and will coordinate across multi-disciplinary teams with a key focus on program planning, readiness planning and program execution across all impacted groups (e.g. business, technology, operations, external stakeholders), risk monitoring and remediation planning, and management reporting. Key responsibilities will include but will not be limited to the following: Executive Stakeholder Management Lead high quality, multi-workstream consulting engagements within ISG including front office, risk, finance, operations and technology. Translate strategy into actionable plans with defined ownership and roles/responsibilities and ensure delivery of activities. Communicate insights, recommendations, and progress updates through executive-ready presentations and concise storytelling. People Leadership & Team Development Serve as a role model for analytical rigor, strategic thinking, a “get it done” attitude, and professional conduct. Lead and mentor junior team members by providing coaching, feedback, and growth opportunities. Promote a collaborative, inclusive, high-performance culture that balances excellence with sustainability. Change Execution & Implementation Oversee change management for high-impact transformation programs, ensuring successful adoption. Translate recommendations into detailed roadmaps with owners, milestones, KPIs and governance structures. Ensure that engagements deliver measurable benefits, improved efficiency, enhanced controls, cost optimization or strategic alignment. Partner with business stakeholders and technology, operations, finance and risk teams to diagnose issues, develop recommendations, and translate strategy into actionable initiative and drive sustainable outcomes. Operational & Financial Management Track engagement economics, staffing, budgets and performance metrics. Ensure compliance with regulatory expectations, internal controls, and the bank's governance standards. Contribute to annual planning, portfolio management, and continuous improvement of team processes. Skills Required: Proven ability to manage delivery/execution of a wide range of tasks and initiatives. Proven ability to manage multiple projects and priorities. Proven experience developing partnerships with and successfully coordinating across various business and functional stakeholders. Ability to lead and influence cross-functional teams where there is no direct reporting chain. Experience managing major organizational change programs, such as merger integrations or corporate restructure. Strong written and verbal communications skills. Ability to interact at all levels of the organization and tailor messages appropriately. Strong presentation skills, including ability to create polished PowerPoint presentations for various levels of management. Independent self-starter who can manage multiple activities to aggressive deadlines. Eagerness to learn the business and understand detailed technical requirements. Occasional travel may be required. Qualifications: A minimum of 10-15+ years of professional experience in management consulting, strategy, transformation or a combination of consulting and financial services leadership roles. A strong understanding of the sales and trading ecosystem - products, markets, risk management, finance and regulatory drivers. Proven ability to lead large, complex projects and deliver measurable business impact. Exceptional executive communication skills and comfort interacting with senior leadership. Demonstrated ability to lead, coach, and develop consulting teams. Experience building or scaling an internal consulting, strategy, PMO or transformation function. Prior roles within a top-tier consulting firm (strategy, big 4, etc), a global investment bank or asset management firm. Project management, product development, business management, or management consulting in the financial services industry, ideally Wealth Management. BS/BA degree required. Advanced degrees in business, finance, economics, engineering or related fields preferred. The position will be based in New York City. 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 $140,000 and $300,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
    $140k-300k yearly Auto-Apply 1d ago
  • API - Digital Distribution Analyst

    Berkshire Hathaway 4.8company rating

    Berkshire Hathaway job in New York, NY

    Good Things are Happening at Berkshire Hathaway GUARD Insurance Companies! We provide Property & Casualty insurance products and services through a nationwide network of independent agents and wholesale brokers. Our companies are all rated A+ “Superior” by AM Best (the leading independent insurance rating organization) and ultimately owned by Warren Buffett's Berkshire Hathaway group - one of the financially strongest organizations in the world! Headquartered in Wilkes-Barre, PA, we employ over 1,000 individuals (and growing) and have offices across the country. Our vision is to be the leading small business insurance provider nationwide. Founded upon an exceptional culture and led by a collaborative and inclusive management team, our company's success is grounded in our core values: accountability, service, integrity, empowerment, and diversity. We are always in search of talented individuals to join our team and embark on an exciting career path! BENEFITS We are an equal opportunity employer that strives to maintain a work environment that is welcoming and enriching for all. You'll be surprised by all we have to offer! Competitive compensation Healthcare benefits package that begins on first day of employment 401K retirement plan with company match Enjoy generous paid time off to support your work-life balance plus 9 ½ paid holidays Up to 6 weeks of parental and bonding leave This position is Remote dependent on your proximity to a GUARD office or Hybrid work schedule (three days in the office, two days from home) Work/life balance schedule - no nights or weekends/closed for all major holidays Longevity awards (every 5 years of employment receive a generous monetary award to be used toward a vacation) Tuition reimbursement after six months of employment Numerous opportunities for continued training and career advancement And much more! Responsibilities The Digital Distribution Analyst will work with the digital distribution team to support our API portfolio to ensure our APIs meet business needs and are effectively integrated into our partners systems. They will work with both internal and external stakeholders to understand requirements, onboard partners, document processes and specifications, and troubleshoot issues related to API functionality and performance. This role is most focused on understanding business processes, identifying areas for improvement, and recommending solutions that align with business goals. Then working with our API integrated trading partners to implement and optimize integrations. API Integration and Testing: Work with development teams to integrate APIs into partner systems, ensuring functionality and performance meet requirements. Perform integration testing and troubleshoot issues throughout the project lifecycle, ensuring data integrity and accuracy. Troubleshooting and Support: Investigate and resolve issues within our API integrations providing support to internal and external users and development teams. API Management and Improvement/ Continuous Improvement: Identify opportunities to improve APIs, including performance, onboarding, maintenance, usability, and testing. Maintain existing integrations, troubleshooting issues and implementing necessary updates. Collaboration and Communication: Work with various stakeholders, including business analysts, developers, and QA teams internally and externally. Strong written and verbal communication skills to clearly articulate problems, and work effectively with others to generate solutions, and achieve a shared goal. API Documentation: Create and maintain business documentation for APIs including process documentation and troubleshooting guides. Collaborate with stakeholders to define integration requirements, including data mapping, workflows, and SOPs. Performance Analysis: Analyze available data to identify areas of opportunity at integration points, gaps, and in the overarching performance as well as conversion of the partner APIs. Support and Maintenance: Provide business focused technical support to clients, manage support tickets, and track/record issues. Qualifications The ideal candidate must be able to work independently with an entrepreneurial spirit and have excellent technical skills, including knowledge and experience working with a variety of computer programs. Bachelor's degree preferred. The ideal candidate will have a strong background in API integrations and implementations with experience in the commercial insurance industry a plus. We offer an exciting challenge to a technical Distribution Management Professional who can make an immediate impact upon production and is looking for opportunities to advance their career. The qualified candidate must show a high degree of attention to detail, demonstrate a genuine interest in understanding complex problems by understanding the underlying causes and potential impacts, the ability to break down problems into manageable components, analyze data, and draw logical conclusions and generate creative solutions. In exchange for your expertise, we offer exceptional salary and bonus opportunities, comprehensive benefits, as well as the opportunity for professional development with a progressive organization poised for growth. The successful candidate is expected to work in one of our offices 3 days per week and also be available for travel as required. Salary Range $60,000-$100,000.00 USD The annual base salary range posted represents a broad range of salaries around the U.S. and is subject to many factors including but not limited to credentials, education, experience, geographic location, job responsibilities, performance, skills and/or training.
    $60k-100k yearly Auto-Apply 4d ago
  • Wealth Management VEA Program - Alpharetta, GA

    Morgan Stanley 4.6company rating

    Edison, NJ job

    Wealth Management VEA Program Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments, and individuals from more than 1,200 offices in 43 countries. As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence, and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture. Position Overview: The Wealth Management VEA Program is designed to give you firsthand experience working with the top Financial Advisors (FAs) in the industry at a leading global financial institution. You may progress through several key areas of business development such as digital marketing/communication, and financial planning. The goal of the program is to give you a strong foundation in the systems/tools, business areas, and skills that are necessary for an enduring and promising career at the Firm. The length of the program enables you to earn your licenses, gain additional professional designations, network, and capture valuable experience working with different FAs to understand how they run their practice. The insight you will gain is unique and if successful, will propel you into a fruitful career at Morgan Stanley. The Experience You Could Gain: The Morgan Stanley Wealth Management VEA Program consists of rigorous licensing followed by training and assessments designed to ensure you are fully prepared to be successful in the program. Experiences you may have: Set up and execute digital marketing strategies for FAs across multiple social media platforms and their website Curate marketing campaigns targeting segments of an FAs business to drive engagement Identify opportunities analyzing client relationships and providing tactical recommendations to help FAs better support their clients Leverage the Firm's proprietary financial planning resources while partnering with experienced FAs to support their clients and the adoption of Goals Based Wealth Management strategies Work with clients and gather information to build, analyze, and present plans in a thoughtful and effective manner Generate and present reports to FAs highlighting areas of opportunity and improvement in your strategy to grow their business Regularly participate in meetings with management to share best practices and areas of opportunity Benefits You Could Take Advantage Of: Competitive base salary, and a wide range of benefits including paid time off, savings programs, health care, insurance plans, student loan refinancing, fitness subsidy, and more Access to 401(k) offering with competitive Firm matching as well as access to the Morgan Stanley Employee Stock Purchase Program Obtain Series 7, 63, and 65 licenses in addition to the Financial Planning Specialist (FPS) designation. Support for additional professional designations consists of, but are not limited to, the CFP Develop a robust understanding of the financial services industry through the lens of 1 of the world's leading financial institutions Access an immersive learning experience that incorporates financial product education, platform navigation along with professional development The Skills/Experience/Qualifications You'll Need: We seek motivated candidates from diverse academic backgrounds with a heightened interest in financial services. Successful analysts have a unique blend of strong interpersonal communication skills, a solid professional presence, and numerical aptitude. Specific qualifications include: A bachelor's degree with a proven track record of academic success. Prior professional experience would be an asset but not required Securities Industry Essentials (SIE) exam completed prior to interviewing for the program in addition to Firm sponsorship of the Series 7 and 63 exams within a specific timeframe Strong written and verbal communication, client, and interpersonal skills Ability to learn quickly and adopt new technologies Extraordinarily high level of motivation and commitment to working hard and staying organized in a competitive, fast-paced environment Ability to balance multiple priorities under pressure and time constraints Authorization to work in the U.S. without durational restrictions Successful completion of background check and pre-employment assessments 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. Salary range for the position: $65,000 - 85,000 Yr. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit's incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and 20 Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings. 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). 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. 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).
    $65k-85k yearly Auto-Apply 60d+ ago
  • Gen AI Search Engineer

    Morgan Stanley 4.6company rating

    New York, NY job

    We are seeking a talented and passionate Gen AI Search Engineer to revolutionize our search capabilities. In this pivotal role, you will be at the forefront of integrating cutting-edge Generative AI models, particularly from OpenAI, with our enterprise search platform powered by Lucidworks Fusion (and Apache Solr). You will design, develop, and implement intelligent search solutions that provide users with intuitive, contextually rich, and highly relevant information. This is an exciting opportunity to shape the future of how our organization accesses and utilizes knowledge. In the Technology division, we leverage innovation to build the connections and capabilities that power our Firm, enabling our clients and colleagues to redefine markets and shape the future of our communities. This is a Lead Software Engineering position at the Director level, which is part of the job family responsible for developing and maintaining software solutions that support business needs. Morgan Stanley is an industry leader in financial services, known for mobilizing capital to help governments, corporations, institutions, and individuals around the world achieve their financial goals. Interested in joining a team that's eager to create, innovate and make an impact on the world? Read on. Enterprise Technology & Services (ETS) delivers shared technology services for Morgan Stanley supporting all business applications and end users. ETS provides capabilities for all stages of Morgan Stanley's software development lifecycle, enabling productive coding, functional and integration testing, application releases, and ongoing monitoring and support for over 3,000 production applications. ETS also delivers all workplace technologies (desktop, mobile, voice, video, productivity, intranet/internet) in integrated configurations that boost the personal productivity of employees. Application and end user functions are delivered on a scalable, secure, and reliable infrastructure composed of seamlessly integrated datacenter, network, compute, cloud, storage, and database functions. What you'll do in the role: Design, develop, and support existing Gen AI-powered search solution leveraging OpenAI models (e.g., GPT-3, GPT-4, embeddings). Integrate and fine-tune large language models (LLMs) with GenAI search pipelines to enhance query understanding, semantic search, summarization, question answering, and content generation. Develop and implement strategies for indexing, retrieving, and ranking information optimized for Gen AI applications. Build robust and scalable APIs and microservices to connect Gen AI models with the Fusion platform. Work on potential transition from Fusion and Redis Vector DB to Elastic Search. Explore other GenAI search and agentic capabilities with Microsoft Search and Copilot Studio. Develop robust backend search infrastructure for an Embeddings Lake to enhance search efficiency and accuracy. Design and build APIs that allow seamless access to multiple content repositories Experiment with different Gen AI techniques and evaluate their effectiveness in improving search relevance and user experience. Monitor and analyse the performance of Gen AI-enhanced search features, identifying areas for optimization and improvement. Stay up to date with the latest advancements in Generative AI, natural language processing (NLP), and search technologies. Contribute to the development of best practices and documentation for Gen AI integration within the search architecture. Troubleshoot and resolve technical issues related to Gen AI and Fusion integration What you'll bring to the role: Bachelor's or higher degree in Computer Science, Engineering, or a related field. Proven experience (typically 5+ years) in search engineering or a related software development 5+ years of Programming experience preferably using Python. Strong understanding of search engine principles, information retrieval, and relevance ranking. Hands-on experience working with Search Engine like Lucidworks Fusion, including pipeline development, query processing, and analytics. Significant experience working with OpenAI APIs and models (e.g., completions, embeddings, fine-tuning). Solid programming skills in languages such as Python and Java or experience with UI development such as AngularJS, ReactJS will be a plus Experience with NLP techniques and libraries (e.g., NLTK, spa Cy, Transformers). Familiarity with cloud platforms (e.g., AWS, Azure, GCP) and containerization technologies (e.g., Docker, Kubernetes). Excellent problem-solving, analytical, and communication skills. Ability to work independently and collaboratively in a fast-paced environment. Preferred Qualifications: Experience with other enterprise search platforms (e.g., Elasticsearch, Solr, Microsoft Search). Knowledge of vector databases (Redis) and similarity search techniques. Experience with MLOps practices for deploying and monitoring AI models. Contributions to open-source projects in the search or NLP domains. Familiarity with agentic solutions like Copilot Studio. Familiarity with agile development methodologies. 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 $120,000 and $165,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
    $120k-165k yearly Auto-Apply 60d+ ago
  • COO, Global Business Finance Modernization Lead

    Apollo Global Management 4.7company rating

    New York, NY job

    Apollo is a high-growth, global alternative asset manager. In our asset management business, we seek to provide our clients excess return at every point along the risk-reward spectrum from investment grade to private equity with a focus on three investing strategies: yield, hybrid, and equity. For more than three decades, our investing expertise across our fully integrated platform has served the financial return needs of our clients and provided businesses with innovative capital solutions for growth. Through Athene, our retirement services business, we specialize in helping clients achieve financial security by providing a suite of retirement savings products and acting as a solutions provider to institutions. Our patient, creative, and knowledgeable approach to investing aligns our clients, businesses we invest in, our employees, and the communities we impact, to expand opportunity and achieve positive outcomes. Come to Apollo and join a community of extraordinary people who are committed to a culture of excellence and collaboration in everything that we do. We invest in our people for the long term and are committed to supporting their development at every stage of their career. The Chief Operating Officer (COO), Global Business Finance (GBF) Modernization Lead will play a critical leadership role in driving modernization and transformation across Apollo's global finance organization. Reporting to the GBF COO and partnering closely with the Apollo Asset Management (AAM) CFO and senior leaders across Finance, this role will be responsible for designing, implementing, and sustaining the transformation strategy that enables Finance to operate more efficiently, effectively, and strategically in support of Apollo's growth ambitions. This position will oversee key transformation programs that span Global Business Finance operations, reporting, data management, systems integration, and automation-ensuring alignment with the firm's strategic priorities, target operating model, and culture of continuous improvement. Primary Responsibilities Strategic Transformation Leadership * Partner with the AAM CFO, GBF COO and senior Finance leaders to define and execute a multi-year Finance Transformation roadmap, aligning process redesign, technology modernization, and data strategy with business priorities. * Lead the design and implementation of a new finance operating model, including process simplification, automation, and governance improvements. * Serve as the primary business lead for major cross-functional initiatives (e.g., ERP modernization, reporting automation, and finance analytics). * Drive the adoption of new tools, systems, and ways of working to enhance Finance's scalability and agility. Program Governance & Execution * Establish and lead change management projects and programs within Finance, responsible for governance, tracking, and performance reporting of all key initiatives. * Define success metrics and ensure transformation goals are achieved through disciplined project management, stakeholder engagement, and risk management. * Partner with Engineering, HC and Operations to deliver coordinated enterprise-wide change programs impacting Finance. Operational Effectiveness & Continuous Improvement * Champion process optimization and operational excellence initiatives across all finance functions, including accounting, FP&A, tax, treasury, and reporting. * Identify and implement best practices in automation, workflow, and data utilization to improve accuracy, timeliness, and insight generation. * Embed a culture of accountability and data-driven decision-making within the Finance function. Team Leadership & Culture * Lead and mentor a team of high-performing professionals, fostering a collaborative, high-trust environment. * Promote professional development, training, and succession planning to ensure sustainable organizational capability. * Partner with HR and Finance leadership to strengthen culture, engagement, and communication throughout transformation. Qualifications & Experience * 10+ years of experience in finance transformation, consulting, or operations leadership within asset management, financial services, or a related industry. * Proven success in leading large-scale transformation programs, including finance process re-engineering, ERP or data modernization, and automation initiatives. * Strong financial acumen and understanding of core finance processes (close & consolidation, FP&A, reporting, and controls). * Demonstrated ability to manage change across complex, global organizations-balancing strategic vision with operational discipline. * Excellent communication and stakeholder management skills, with the ability to influence senior executives and cross-functional teams. * Strong analytical and project management skills; familiarity with tools such as Power BI, Alteryx, Anaplan, or OneStream is a plus. * Bachelor's degree required; advanced degree (MBA or equivalent) preferred. OUR PURPOSE AND CORE VALUES Our clients rely on our investment acumen to help secure their future. We must never lose our focus and determination to be the best investors and most trusted partners on their behalf. We strive to be: The leading provider of retirement income solutions to institutions, companies, and individuals. The leading provider of capital solutions to companies. Our breadth and scale enable us to deliver capital for even the largest projects - and our small firm mindset ensures we will be a thoughtful and dedicated partner to these organizations. We are committed to helping them build stronger businesses. A leading contributor to addressing some of the biggest issues facing the world today - such as energy transition, accelerating the adoption of new technologies, and social impact - where innovative approaches to investing can make a positive difference. We are building a unique firm of extraordinary colleagues who: Outperform expectations Challenge Convention Champion Opportunity Lead responsibly Drive collaboration As One Apollo team, we believe that doing great work and having fun go hand in hand, and we are proud of what we can achieve together. OUR BENEFITS Apollo relies on its people to keep it a leader in alternative investment management, and the firm's benefit programs are crafted to offer meaningful coverage for both you and your family. Please reach out to your Human Capital Business Partner for more detailed information on specific benefits. Apollo Global Management Inc. is an equal opportunity/affirmative action employer. The firm and its affiliates do not discriminate in employment because of race, color, religion, gender, national origin, veteran status, disability, age, citizenship, marital or domestic/civil partnership status, sexual orientation, gender identity or expression or because of any other criteria prohibited under controlling federal, state or local law Pay Range $190,000 - $250,000 Apollo Global Management, Inc. (together with its subsidiaries and affiliates) is committed to championing opportunity. The firm and its affiliates comply with applicable discrimination and equal opportunities legislation in all of its jurisdictions and do not discriminate in employment or recruitment based on race, color, religion, gender, national origin, veteran status, disability, age, citizenship, marital or domestic/civil partnership status, sexual orientation, gender identity or expression or any other protected characteristic under applicable law. The contents of the qualifications and experience section of this job description are a guideline only. If an applicant can otherwise demonstrate their suitability for the role they will be considered. The base salary range for this position is listed above. This position is also eligible for a discretionary annual bonus based on personal, team, and Firm performance. Compensation ranges are based on several factors including job function, level, and geographic location. Final offer amounts are determined by multiple factors including candidate experience and expertise, and may vary from the amounts listed here.
    $190k-250k yearly Auto-Apply 41d ago
  • 2026 Summer Analyst, Engineering

    Apollo Global Management 4.7company rating

    New York, NY job

    Apollo is a high-growth, global alternative asset manager. In our asset management business, we seek to provide our clients excess return at every point along the risk-reward spectrum from investment grade to private equity with a focus on three investing strategies: yield, hybrid, and equity. For more than three decades, our investing expertise across our fully integrated platform has served the financial return needs of our clients and provided businesses with innovative capital solutions for growth. Through Athene, our retirement services business, we specialize in helping clients achieve financial security by providing a suite of retirement savings products and acting as a solutions provider to institutions. Our patient, creative, and knowledgeable approach to investing aligns our clients, businesses we invest in, our employees, and the communities we impact, to expand opportunity and achieve positive outcomes. Apollo Global Engineering is seeking a Summer Analyst to contribute and impact tomorrow's Technology. Our products and tech-driven solutions are how we move faster, cut through complexity and fuel growth. We start with the problem and solve it with experience and tech know- how. Our skilled technologists, data scientists, product managers and business strategists are passionate about using technology to accelerate change. Primary Responsibilities At Apollo, we work as one team, partnering across regions and disciplines to share the perspectives and insights that lead us to exceptional opportunities. You'll partner with junior and senior level professionals on a range of projects across the team. As a member of our growing Engineering team, the successful candidate will help transform how the firm operates. The individual will work alongside investment professionals helping to streamline day to day activities and create a more efficient business workflow and partner with other technology teams and SMEs to provide an end-to-end solution. You'll also: * Research, develop, and implement streamlined technologies across all business lines * Utilize modern technology to develop solutions and platforms for the organization * Move easily between big picture thinking and managing relevant detail * Lead investigation of ideas and facilitate execution of discovery efforts including smart experiments and proofs of concept * Act as an innovation liaison for key stakeholders, leaders, subject matter experts and external parties * Act with a sense of urgency and collaborate with internal stakeholders to identify and remove roadblocks that impede time to value on innovation ideas * Share successful experiments across the enterprise to determine other potential use cases Our Summer Program Our 10-week Summer Program provides full immersion into the small, dynamic teams that drive Apollo's innovative investment strategies and access to an unparalleled, apprenticeship learning experience. There are opportunities for this role in both the NYC and El Segundo offices. Come to Apollo and join a community of extraordinary people who are committed to a culture of excellence and collaboration in everything that we do. Our Purpose and Core Values Our clients rely on our investment acumen to help secure their future. We must never lose our focus and determination to be the best investors and most trusted partners on their behalf. We strive to be: * The leading provider of retirement income solutions to institutions, companies, and individuals. * The leading provider of capital solutions to companies, with a unique ability to partner at scale and deliver thoughtful, dedicated guidance. * A contributor to global challenges-such as energy transition, technological innovation, and social impact-using investment as a force for good. As" One Apollo" We: * Outperform expectations * Challenge convention * Champion opportunity * Lead responsibly * Drive collaboration Qualifications & Experience * Pursuing a Bachelor's degree in data analytics, software development, computer science or engineering, with a graduation date in May/June 2027 with an excellent academic record and a demonstrated interest in finance and technology through previous internships, jobs, and coursework * Very strong and clear communication skills both orally and written * Strong skills in Python, Java, or another OO language * Ability to problem solve, debug, and learn new analytical tools * Experience with SqL or NoSQL Database (MongoDb, PostgresSQL, etc) * Familiarity with Rest or GraphQL * Knowledge of Financial markets and/or fintech * A collaborative thinker who can also work independently, multitask, and prioritize competing demands to meet deadlines in a fast-paced environment * A proactive and organized self-starter with a positive attitude, powerful work ethic, and strong attention to detail Pay Range $85,000-$100,000 Apollo Global Management, Inc. (together with its subsidiaries and affiliates) is committed to championing opportunity. The firm and its affiliates comply with applicable discrimination and equal opportunities legislation in all of its jurisdictions and do not discriminate in employment or recruitment based on race, color, religion, gender, national origin, veteran status, disability, age, citizenship, marital or domestic/civil partnership status, sexual orientation, gender identity or expression or any other protected characteristic under applicable law. The contents of the qualifications and experience section of this job description are a guideline only. If an applicant can otherwise demonstrate their suitability for the role they will be considered. The base salary range for this position is listed above. This position is also eligible for a discretionary annual bonus based on personal, team, and Firm performance. Compensation ranges are based on several factors including job function, level, and geographic location. Final offer amounts are determined by multiple factors including candidate experience and expertise, and may vary from the amounts listed here.
    $85k-100k yearly Auto-Apply 55d ago

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