Berkshire Hathaway jobs in New York, NY - 747 jobs

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 At Berkshire Hathaway GUARD Insurance Companies, we're growing and seeking experienced Workers' Compensation Underwriters to evaluate, select, and price new and renewal business with a sharp focus on profitable growth. In this role, you'll apply company underwriting guidelines to assess WC risks, independently verify insured operations, process policy changes, and drive sound renewal decisions. You'll build productive agency relationships, participate in ongoing underwriting training for new products, directives, and processes. If you bring WC underwriting experience, strong communication and research skills, and thrive in a fast‑paced, team‑oriented environment, we'd love to hear from you-come grow with a carrier backed by the strength and stability of Berkshire Hathaway. The successful candidate is expected to work in one of our offices 3 days per week and be available for travel as required. Responsibilities: Apply company underwriting guidelines to evaluate Workers' Compensation risks Work independently to assess submissions and make sound underwriting decisions Conduct verification of insured operations to ensure accuracy and compliance Review and process change requests for in‑force policies Analyze and evaluate renewal policies for quality and profitability Build and maintain strong relationships with agency partners Participate in ongoing underwriting training on new products, directives, and processes Qualifications Required Experience & Qualifications 6 months - 7 years of underwriting experience required Workers' Compensation underwriting experience required Minimum requirement: High school diploma or equivalent Preferred qualification: Bachelor's degree or equivalent experience Professional designations such as CPCU, ARM, or WCP are a plus Preferred Competencies Strong communication and customer service skills Solid investigative abilities and comfort with internet research Collaborative, team‑oriented mindset Ability to thrive in a fast‑paced, evolving environment Adaptable, with a positive approach to change Excellent time management and attention to detail Salary Transparency This role may be based out of any of our office locations, including: New York, NY; Parsippany, NJ; Philadelphia, PA; Conshohocken, PA; Wilkes‑Barre, PA; Alpharetta, GA; Rosemont, IL; Plano, TX; Scottsdale, AZ; and Rancho Cordova, CA. The salary ranges below reflect broad pay bands based on cost‑of‑labor groupings. Actual base pay will vary depending on factors such as experience, education, skills, performance, job responsibilities, and work location. High‑Cost Markets (e.g., New York City, Northern New Jersey, parts of Pennsylvania, parts of California, Chicago) Estimated Base Salary Range: $57,000 - $97,000 Standard‑Cost Markets (e.g., Pennsylvania, Texas, Georgia, Arizona, Illinois, remaining markets) Estimated Base Salary Range: $45,000 - $95,000

The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques and the improvement of processes and work‑flow for the area or function. Integrates subject matter and industry expertise within a defined area. Requires in‑depth understanding of how areas collectively integrate within the sub‑function as well as coordinate and contribute to the objectives of the function and overall business. Evaluates moderately complex and variable issues with substantial potential impact, where development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of information. Requires good analytical skills in order to filter, prioritize and validate potentially complex and dynamic material from multiple sources. Strong communication and diplomacy skills are required. Regularly assumes informal/formal leadership role within teams. Involved in coaching and training of new recruits. Significant impact in terms of project size, geography, etc. by influencing decisions through advice, counsel and/or facilitating services to others in area of specialization. Work and performance of all teams in the area are directly affected by the performance of the individual. Responsibilities Identify, build and deepen relationships to gain incremental wallet share of the affluent and High Net Worth segment through the use of financial planning and excellent discovery and profiling skills. Anticipate the complex financial needs of the client and offer solutions through a wide range of products, services and tools based on client profiling. With the support of product specialists, intuitively recognize and understand a client's banking, credit and investment needs and goals in order to provide holistic financial solutions. Provide regular value‑added engagement with clients-High touch, face‑to‑face meetings at client's preferred location, consistent communication, access to seminars, etc. Master referral opportunities to grow portfolio. Proactively source, acquire and expand high‑value customer relationship by maximizing sale and service opportunities. Refer opportunities to segment partners where appropriate (including, but not limited to Lending Consultants and Financial Advisor, Small Business Partners, Relationship Manager, etc.) Organize client events to enhance client bonding. Acquire new clients through converting referral leads. Manage client follow‑up and adhere to all Regulatory and Compliance operating procedures. Ensure that KYC/AML and other compliance norms are strictly adhered to. Partner with all roles on branch team to ensure all clients have a positive in‑branch experience. Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Qualifications 5-8 years of experience Strong analytical and financial skills Strong verbal and written communication skills Organized with strong attention to detail Knowledge of Microsoft Office (Excel, Outlook, and Word) and experience using NaviPlan Select or similar financial planning software preferred Basic understanding of investment and financial planning strategies preferred Must be a self‑starter, problem solver and a goal‑oriented team player able to work without direction Required current US FINRA Registration: SIE, Series 6, 63, and 65 OR Series 7 and 66 or equivalent. Must meet ALL US FINRA Registration requirements within 150 days of starting in the role. Insurance Group 1 required. Must obtain within 120 days of meeting all US FINRA Registration requirements if not already held. This position requires the employee to register as a mortgage loan originator with the Nationwide Mortgage Licensing System and Registry ("Registry") and obtain a unique identifier from the Registry before referring interested clients to Citibank for their mortgage needs, to maintain and renew that registration on an annual basis, to update registration information with the Registry on a timely basis, and to provide that unique identifier to consumers as required by applicable SAFE Act regulations and Citi policies and procedures. Education Bachelor's/University degree or equivalent experience Benefits In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire. Primary Location: Brooklyn, New York, United States Salary Range: $88,400.00 - $132,600.00 Anticipated Posting Close Date: Nov 26, 2025 Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi. View Citi's EEO Policy Statement and the Know Your Rights poster. #J-18808-Ljbffr

The Wealth Relationship Advisor SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques and the improvement of processes and workflow for the area or function. Integrates subject matter and industry expertise within a defined area. Requires in-depth understanding of how areas collectively integrate within the sub-function as well as coordinate and contribute to the objectives of the function and overall business. Evaluates moderately complex and variable issues with substantial potential impact, where development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of information. Requires good analytical skills in order to filter, prioritize and validate potentially complex and dynamic material from multiple sources. Strong communication and diplomacy skills are required. Regularly assumes informal/formal leadership role within teams. Involved in coaching and training of new recruits Significant impact in terms of project size, geography, etc. by influencing decisions through advice, counsel and/or facilitating services to others in area of specialization. Work and performance of all teams in the area are directly affected by the performance of the individual. Responsibilities Build relationships with new clients with the goal of bringing in new bank and brokerage assets. Deepen relationships with existing clients in PWM and Retail bank through the use of financial planning and excellent discovery and profiling skills Respond to referrals and introductions generated through business partners and recommend the best offering to clients based on client profiling and suitability assessments Make securities recommendations and provide investment advice to clients through a select number of solutions using firm models & research. Master referral opportunities to grow portfolio. Refer opportunities to segment partners where appropriate (including, but not limited to Senior Wealth Advisor, Small Business Partners, Home Lending Officer, etc.) Acquire new clients through converting referral leads. Manage client follow-up and adhere to all Regulatory and Compliance operating procedures Ensure that KYC/AML and other compliance norms are strictly adhered to Partner with all roles on branch team to ensure all clients have a positive in-branch experience Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Qualifications 5-8 years of experience Experience in a proactive, successful sales and service role in the financial services industry Strong analytical and financial skills Strong verbal and written communication skills Organized with strong attention to detail Knowledge of Microsoft Office (Excel, Outlook, and Word) and experience in financial planning software preferred Basic understanding of investment and financial planning strategies preferred Must be a self-starter, problem solver and a goal-oriented team player able to work without direction Securities Industry Essentials - SIE - Active Series 7, 66 (or 63 and 65) licenses Group 1 insurance This position requires the employee to register as a mortgage loan originator with the Nationwide Mortgage Licensing System and Registry ("Registry") and obtain a unique identifier from the Registry before referring interested clients to Citibank for their mortgage needs, to maintain and renew that registration on an annual basis, to update registration information with the Registry on a timely basis, and to provide that unique identifier to consumers as required by applicable SAFE Act regulations and Citi policies and procedures. Education Bachelor's/University degree or equivalent experience Job Family Group: Private Client Coverage Job Family: Financial Planning Services Time Type: Full time Primary Location: Brooklyn New York United States Primary Location Full Time Salary Range: $70,000.00 - $70,000.00 In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire. 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: Nov 25, 2025 Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi. View Citi's EEO Policy Statement and the Know Your Rights poster. #J-18808-Ljbffr

A leading global bank is seeking a Sr. Analyst for Wealth Relationship Management in New York. The role involves building and deepening relationships with affluent clients, tailoring financial solutions to their needs. Candidates should have 5-8 years of experience, possess strong analytical and communication skills, and be familiar with financial planning software. Competitive salary and robust benefits package offered, including medical coverage and retirement plans. #J-18808-Ljbffr

The role will reside within the Firm Risk Management's Model Risk Management (MRM) Department which is a team responsible for the Firm's management of risks related to the implementation and use of models, covering all aspects of the Firm's businesses and implementing key regulatory requirements. This position is with the Project Management Team which is responsible for coordinating regulatory BAU activities & remediation, e.g. CCAR, QST. Primary Responsibilities - Lead the execution of Annual CCAR, Bank Capital Planning Annual Stress Testing, and Quarterly Stress Testing initiatives, ensuring strategic alignment, timely delivery, and effective communication across MRM and business unit/function areas. - Drive remediation efforts for regulatory issues, proactively managing timelines and stakeholder expectations to ensure successful resolution. - Coordinate with validation teams within MRM, establishing clear deliverable schedules, enforcing deadlines, and escalating critical issues to maintain momentum across high-impact projects. Experience - 3+ years of experience managing projects required - Experience with Regulatory Capital with CCAR and other supervisory stress testing is a plus - Have an undergraduate degree in Business, Finance, or other related fields - Have working knowledge of MS Office (Microsoft Excel/PowerPoint/Word), SQL - Ability to effectively communicate with a wide range of stakeholders, both written and verbally is required - Ability to partner effectively with team members and with colleagues across the wider organization. - An interest in working in a fast-paced environment, often balancing multiple high priority deliverables with attention to detail is required. - Drive effective teamwork, prioritization, communication, collaboration, and commitment across multiple groups with competing priorities while maintaining strong business relationships. - Ability to support multiple projects concurrently, react quickly to new information, and ensure projects remain updated and relevant to achieve the desired outcome. - Demonstrated ability to compose and deliver persuasive presentations and project updates including deliverable timelines, and status to internal stakeholders, cross-departments and as necessary, senior leadership - PMP or Project Management certification is a plus - Experience with model validation or model governance 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 $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).

A leading global financial services company is seeking a Portfolio Manager in New York to manage high-net-worth clients' investments. Responsibilities include daily portfolio management under senior guidance, contributing to investment strategies, and interacting with clients. Candidates should have 6-10 years in asset management, a strong academic background, and excellent communication skills. This full-time role offers a competitive salary range and a comprehensive benefits package. #J-18808-Ljbffr

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 Senior Claims Business Process Engineer drives strategy, optimization, and transformation across the Property & Casualty (P&C) Claims organization. This senior‑level role leads a portfolio of cross‑functional process improvement initiatives, delivering measurable business outcomes tied to operational efficiency, customer experience, and claims financial performance. Acting as a trusted advisor to Claims executives and functional leaders, the Senior Process Engineer influences enterprise decision‑making, leads complex discovery and design efforts, and ensures alignment across Operations, Underwriting, Technology, Data, Legal, and Compliance. This role requires deep process engineering expertise, P&C insurance claims experience, and the ability to manage senior‑level stakeholders in a dynamic operating environment. Core Competencies Strategic thinking and enterprise perspective Ability to influence without authority at senior levels Portfolio planning and outcome management Advanced process engineering and system thinking Analytical rigor and operational acumen Exceptional facilitation and communication skills Change leadership and adoption management Customer‑centric and continuous improvement mindset High agency (i.e., ability to find ways to accomplish work without waiting for perfect conditions or blaming circumstances.) Key Responsibilities Strategic Leadership & Portfolio Ownership Own a multi‑initiative portfolio of process improvement, automation, and operational redesign efforts across the Claims lifecycle. Prioritize initiatives based on enterprise impact, resource needs, risk, and alignment with Claims strategy. Facilitate executive‑level discussions and provide recommendations grounded in data, operational insights, and industry best practices. Develop long-term process roadmaps that support scaling, digital transformation, and modernization of the Claims ecosystem. Senior Stakeholder & Executive Management Engage, influence, and challenge senior leaders (VP/SVP/CXO-level) to drive alignment on vision, requirements, and process decisions. Translate strategic goals into actionable operational solutions that integrate business, technology, and customer perspectives. Lead cross‑functional governance forums, steering committees, and executive readouts. Build strong relationships across Claims, Underwriting, Technology, Finance, Legal, and Compliance to ensure seamless end‑to‑end processes. Process Engineering & Operational Excellence Lead complex current‑state assessments of the claims value stream, identifying structural issues, friction points, and opportunities for digitization. Design future‑state workflows that reduce manual work, improve adjuster productivity, strengthen controls, and optimize severity outcomes. Apply Six Sigma, Lean, and continuous improvement methodologies to elevate organizational process discipline. Establish enterprise-level process standardization frameworks and operating models. Data-Driven Insights & Impact Measurement Use operational and financial data to diagnose performance issues (cycle time, leakage, expense, workload, loss ratio impact). Establish and promote adoption of KPI frameworks, dashboards, and reporting structures to monitor portfolio performance. Quantify cost-benefit impacts of proposed solutions and communicate them to senior leadership. Partner closely with Data & Analytics & Actuarial teams on predictive analytics, AI/ML model implementation, and decision-support tools. Technology Partnership & Claims Modernization Serve as a strategic business partner for Claims platform enhancements, workflow tools, and automation capabilities. Lead development of business requirements for enterprise technology initiatives and ensure alignment with future-state claims processes. Identify and champion opportunities for automation (RPA, workflow platforms, AI-driven triage, straight-through processing). Drive readiness planning, UAT oversight, operational rollout, and change adoption for major technology investments. Change Leadership & Enterprise Adoption Oversee change management strategies to ensure sustainable adoption of new processes, tools, and governance. Develop executive communications, training plans, and process documentation for enterprise initiatives. Monitor post-implementation outcomes and iterate on solutions based on performance results and stakeholder feedback. Qualifications Required Bachelor's degree in Business, Operations, Engineering, Data & Analytics, or related field. 5-8+ years of experience in process engineering, operations strategy, or business analysis - with significant experience in P&C Claims. Proven track record managing large, cross-functional portfolios and influencing senior leadership. Expertise in process improvement frameworks (Lean, Six Sigma, continuous improvement). Black Belt or similar credential preferred. Strong analytical capability, with experience using operational, financial, and customer experience data to inform decisions. Demonstrated ability to lead enterprise-scale transformation projects, technology modernization, and workflow redesign. Exceptional communication, facilitation, and executive storytelling skills. Preferred Experience with Core P&C Insurance platforms. Familiarity with digital claims capabilities such as FNOL automation, AI triage, image analytics, and digital self-service. Understanding of compliance, regulatory requirements, and risk controls in P&C Claims. Experience working within Agile delivery and product management environments. Salary Range $150,000.00-$200,000.00 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.

The Loan Syndications Associate will be responsible for providing analytical and execution support to deliver customized debt solutions to Citi's Commercial Bank clients. The Loan Syndications Associate is a critical member of a deal team, working directly with Vice Presidents and Senior Transactors as well as with colleagues across multiple groups in the bank to originate and execute transactions. Responsibilities: Support deal origination by drafting pitch materials incorporating an analysis of capital structure, credit profile, publicly available data on companies and transactions, and industry research. Prepare market comparables, initial due diligence lists, deal pre-screen presentations, and draft indicative term sheets. Tracking and summarizing loan market conditions in client materials, with a focus on the Middle Market segment of the US Loan Market. Execute lead-arranged transactions by preparing organization books, drafting marketing materials (Confidential Information Memorandums, lender presentations, and pre-screening memorandums), organizing and managing bank meetings, participating in and tracking lender interaction and diligence, and managing the deal closing process. Support the review of financing documents, including commitment letters, fee letters, engagement letters, and credit agreements. Coordinate with other groups within Citi, including Coverage, Underwriting, Risk, and Operations as well as other product groups to meet pitch and deal-related deliverables and deadlines. Developing and maintaining effective industry relationships with legal counsel, external parties, clients (in collaboration with senior coverage officers). Developing and maintaining effective industry relationships with clients, lenders, legal counsel, and external parties (in collaboration with VPs and Senior Transactors). Develop business and credit judgment as well as to provide balanced assessments in working with internal team members and partners. Maintain a strong attention to detail, deliver high quality work product, and complete work in assigned timeframes. Qualifications: 2-3 years of banking experience, preferably with loan syndication, asset-based finance, or capital markets experience Completion of formal credit training program preferred Fundamental credit skills, including demonstrated ability to evaluate business, industry, financial performance, and structure/terms Strong financial and analytic skills, including proficiency with financial modeling and ability to rapidly assimilate complex information Excellent command of Microsoft Suite, with an emphasis on PowerPoint and Excel High level of energy, enthusiasm, and motivation Team player, able to facilitate strong partnerships Detail-oriented individual with strong organization ability and excellent communication, writing, and presentation skills Obtain and maintain required FINRA registration and licensing Education: Bachelors/University degree or equivalent experience This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required. ------------------------------------------------------ Job Family Group: Commercial and Business Sales ------------------------------------------------------ Job Family: Commercial Product Sales ------------------------------------------------------ Time Type: Full time ------------------------------------------------------ Primary Location: New York New York United States ------------------------------------------------------ Primary Location Full Time Salary Range: $109,120.00 - $163,680.00 In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire. ------------------------------------------------------ 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: Jan 31, 2026 ------------------------------------------------------ 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.

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).

We're seeking someone to join our team as an Associate in Operations to be responsible for the firm's daily CAT operations reporting needs and operate priorities to align the outcome of the program with the organization's overall business goals. The individual will be part of the CAT team. In the Operations division, we partner with business units across the Firm to support financial transactions, devise and implement effective controls and develop client relationships. This is an Associate level position within Core Services, which is responsible for performing and managing product-agnostic and centralized operational services across several businesses and products. 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? What you'll do in the role: > Execute complex processes and assist a Team Manager in coordinating processes, risks and/or projects in a Team Lead capacity > Recognize risk in day-to-day processes to draw out the key issues and leverage detailed knowledge to propose changes in process > Train others, allocate tasks and support with first line escalation where required > Share expert knowledge across the team, contribute to team output and development, building relationships across the Firm > Interface with multiple operations stakeholders, Business Unit, Legal, Compliance and Technology for investigation of reporting and reconciliation exceptions, identify root causes and run governance for resolution > Monitoring and governance of data quality, FINRA CAT linkage exceptions, upstream and downstream systemic issues, industry platform issues. > Ensure timely escalation of any issues to stakeholders > Improvement of controls, ensuring 100% reporting accuracy, and compliance to regulatory rules. > Understanding of Automation platforms (Alteryx/Power apps/Ui Path) to eliminate manual processes and reduce errors, is a plus > Interface with Industry forums to provide representation of the firm's requirements. i.e. Industry working groups > Take lead in moderately complex initiatives and deliverables. What you'll bring to the role: > Comprehensive knowledge and understanding of functional area and operational/compliance policies and procedures of their team > Ability to operate independently with respect to some job responsibilities > Culture carrier across Operations, embracing the Firm's core values > Expertise in the trade lifecycle and the various downstream user requirements of trade and financial data > Control and Risk focus. > Excellent written and verbal communication skills and confidence to lead meetings. > Self motivated with a strong sense of ownership and accountability for tasks and people > Strong knowledge on multi jurisdiction regulatory reporting, exception investigation, material economic terms investigation and governance & metrics. > Experience with transaction reporting preferably in FINRA Consolidated Audit Trail (CAT) > Knowledge of basic terminologies used in the financial services sector. > Knowledge of project management and change management principles. > At least 4 years' relevant experience would generally be expected to find the skills required for this role WHAT YOU CAN EXPECT FROM MORGAN STANLEY: At Morgan Stanley, we raise, manage and allocate capital for our clients - helping them reach their goals. We do it in a way that's differentiated - and we've done that for 90 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 $82,000 and $133,000 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).

KKR is a leading global investment firm that offers alternative asset management as well as capital markets and insurance solutions. KKR aims to generate attractive investment returns by following a patient and disciplined investment approach, employing world-class people, and supporting growth in its portfolio companies and communities. KKR sponsors investment funds that invest in private equity, credit and real assets and has strategic partners that manage hedge funds. KKR's insurance subsidiaries offer retirement, life and reinsurance products under the management of Global Atlantic Financial Group. References to KKR's investments may include the activities of its sponsored funds and insurance subsidiaries. POSITION SUMMARY KKR Credit & Markets ("KCM") and KKR Real Estate are seeking a talented Real Estate Capital Markets Associate to join an active, high growth and high performance team. The successful candidate will bring 3-5 years of real estate debt capital markets experience, primarily in the sourcing and negotiation of real estate debt across a variety of structures. Primary responsibilities will include assisting with i) debt placement and structuring for KKR's US Real Estate Equity business, and ii) real estate- related financing for certain of KKR's credit and equity businesses globally. This role is a unique opportunity to become a formative part of a growing real estate investing and capital markets business at KKR. CRITICAL COMPETENCIES FOR SUCCESS * Experience and fluency in real estate debt capital markets, especially familiarity with larger more complex capital structures. This person will have an understanding of debt origination processes, real estate capital markets terminology, and loan * This individual will work with the head of RE capital markets and investment teams to assist with real estate debt placement efforts in the US * This individual will be able to develop trusted relationships with the lending community and be able to discuss real estate transactions with fluency, especially with lender teams * Experience with different types of real estate transactions and asset classes. This person should feel comfortable working on co-investment transactions and helping to track and organize the equity syndication process through KKR's registered broker * This individual will work with the investment team and will be required to quickly grasp critical details of evolving transactions * This person will be required to organize and track communications with sophisticated real estate investors considering co-investment, including responding to transaction-specific questions * Exceptional "like and trust" factor in order to build and maintain trusted relationships with lending institutions and co-investors/LPs * Must be a team player. Must build relationships and interact effectively with KKR professionals across the Real Estate, KCM, and CPG teams as well as several business operations units (tax, legal, finance) * Must have an outgoing personality given the role will be outward facing including significant interaction with lenders and KKR LPs * Highly commercial and entrepreneurial self-starter with strong judgment and ability to spot opportunity and develop creative * Individual must also be energized by the prospect of driving the growth of a new/growth business within a larger organization * Must be excited to develop relationships with lenders and potential investors * Strong execution and project management skills, sense of urgency, strong work ethic, and highly organized with an ability to multi-task across multiple active projects POSITION RESPONSIBILITIES Organization and tracking of all Real Estate Capital Markets activities * Organization of the lender outreach processes and due diligence for real estate equity loans, real estate credit financings, subscription lines, and other structured real estate products * Development and maintenance of detailed tracking matrices for each transaction to monitor and store valuable market data * Working with the KCM team to track and monitor real estate co-investment deals including extensive contact with potential real estate lenders and investors globally Work hand-in-hand with deal teams to keep current on active or potential KKR Real Estate deals * Attend all team pipeline meetings and informally stay abreast of all "real" developing deals in the real estate group to understand nuanced investment thesis and considerations and be able to "tell the story" * Stay informed about real estate market developments, both from KKR Real Estate deal teams and from external relationships Maintenance of existing deal data * Maintenance of detailed reports for existing loans and other debt facilities * Abstraction of new loan documents to create deal summaries that can be easily relayed to the deal teams * Assisting deal teams with loan modification requests and interpretation of their loan documents for all previously closed deals Develop and maintain relationships with real estate capital providers and KKR stakeholders * The role will require detailed and constant communication with both internal and external parties * Key constituents include lenders, KKR's existing LPs, other passive institutional investors who could become KKR Real Estate lenders or LPs, investor consultants and the KKR real estate equity, real estate credit, CPG and KCM teams * Working hand-in-hand with investment teams to maximize transaction time efficiency and avoid duplication of efforts * Proactively develop market relationships and seek market knowledge to help differentiate the KKR Real Estate platform This is the expected annual base salary range for this New York-based position. Actual salaries may vary based on factors, such as skill, experience, and qualification for the role. Employees may be eligible for a discretionary bonus, based on factors such as individual and team performance. Base Salary Range $150,000 - $175,000 USD KKR is an equal opportunity employer. Individuals seeking employment are considered without regard to race, color, religion, national origin, age, sex, marital status, ancestry, physical or mental disability, veteran status, sexual orientation, or any other category protected by applicable law. Create a Job Alert Interested in building your career at Careers at KKR? Get future opportunities sent straight to your email. Create alert

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 We are seeking a skilled and experienced Automation Test Engineer II to design, develop, and maintain robust automated testing solutions. This role requires a deeper understanding of automation frameworks and the ability to lead testing efforts for complex features and systems. Responsibilities: Design and implement scalable and maintainable automated test frameworks using Tricentis Tosca and other tools. Analyze business and functional requirements related to P&C insurance systems and translate them into effective automated test strategies and plans. Perform functional, regression, integration, API testing, accessibility testing across web and backend systems. Collaborate with cross-functional teams including business analysts, developers, and product owners to ensure test coverage and quality. Execute automated test cases, log defects, and track them to closure using Azure DevOps. Develop automated tests for APIs, UI, and backend systems. Mentor junior QA engineers and review their test scripts. Integrate automated tests into CI/CD pipelines. Analyze test results, identify trends, and provide actionable insights. Maintain test documentation and contribute to knowledge sharing across QA teams. Qualifications Bachelor's degree in Computer Science, Engineering, or related field. 3-5 years of experience in software testing, preferably in the P&C insurance domain 3-5 years of experience in test automation. Proficiency in automation tools including Tricentis Tosca, Selenium, Playwright, or Cypress. Proficiency in SQL for backend/database testing. Experience with API testing using tools like Postman or REST Assured. Experience with CI/CD tools (e.g., Jenkins, GitHub Actions). Strong understanding of Agile QA methodologies, test planning, and defect management. Excellent communication and leadership skills. Optional Certifications (Preferred but not required): Tricentis Tosca Automation Specialist Level 1 & 2 ISTQB Certified Tester - Advanced Level Test Automation Engineer Certified Agile Tester (CAT) Certified Jenkins Engineer (CJE) Certified DevOps Engineer - Professional Salary Range: $57,304.80 - $132,706.20 Applicants must be authorized to work in the U.S. without current or future sponsorship.

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: At Morgan Stanley, we raise, manage and allocate capital for our clients - helping them reach their goals. We do it in a way that's differentiated - and we've done that for 90 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).

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.

Firm Risk Management Firm Risk Management (FRM) supports Morgan Stanley to achieve its business goals by partnering with business units across the Firm to realize efficient risk-adjusted returns, acting as a strategic advisor to the Board and protecting the Firm from exposure to losses as a result of credit, market, liquidity, operational, model and other risks Background on the Position The role will reside within the Firm Risk Management's Risk Analytics area. Risk Analytics develops market risk analytics, credit risk analytics and scenario analytics models providing quantitative analysis on the Firm's risk exposures. By developing mathematical and statistical models, Risk Analytics calculates the risks associated with specified sets of financial positions and day-to-day operations. Risk Analytics COO Team covers a broad array of areas for the department, including planning, budget/resource management, model advisory & support, recruiting, project management, management of Regulatory/Internal Audit /Model Risk Management deliverables, governance, controls, policies & procedures, training and talent development. Primary Responsibilities > Provide project management support on a variety of initiatives > Track various regulatory, audit and model related deliverables > Understand the models and approaches used and provide advisory support or challenge to the model developers > Lead or present at meetings; prepare relevant meeting materials as well as presentations on models and associated processes working with the model developers > Support organizational, infrastructure/technology initiatives in coordination with other teams > Develop and maintain model policies and procedures Qualifications > Bachelor's degree required > Minimum of two years of experience at financial institution or consulting firm in a technical project management or coding capacity > Strong analytical skills, logical ability with a proven record of attention to detail > Advanced knowledge of MS Excel, PowerPoint and Word > Ability to build strong working relationships with key business partners > Self-motivator and team player who brings a can-do approach > Strong interpersonal and communication skills, written and verbal Firm Risk Management values diversity and is committed to providing a supportive and inclusive workplace for all employees. This role is hybrid and currently requires in office attendance 3 days/week. The in office requirement is subject to change at any time. WHAT YOU CAN EXPECT FROM MORGAN STANLEY: At Morgan Stanley, we raise, manage and allocate capital for our clients - helping them reach their goals. We do it in a way that's differentiated - and we've done that for 90 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).

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.

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.

At Apollo, we're a global team of alternative investment managers passionate about delivering differentiated value to our investors and shareholders. With over 30 years of proven expertise across Private Equity, Credit, and Real Estate, regions and industries, we're known for our integrated businesses, our strong investment performance, our value-oriented philosophy - and our people. Apollo Capital Solutions ("ACS") anchors the Firm's capital markets, syndication, and dedicated origination efforts. As one centralized team, ACS partners with each of Apollo's investment businesses to provide capital markets expertise, structuring, execution, and ultimately drive syndication efforts on investments across Credit, Hybrid, and Equity. The continued build and evolution of the ACS business is one of Apollo's key strategic initiatives - you can learn more about it here. The Role The ACS Equity Capital Markets ("ECM") team manages all equity-market-related transactions across the Apollo ecosystem, including Initial Public Offerings (IPOs), Follow-On Offerings, and Block Trades. The team plays a key role throughout the lifecycle of Apollo's investments by shaping exit strategies, supporting portfolio companies, generating market insights, and exploring new exit technology & alternatives. The ACS ECM team is seeking an Analyst to join their growing New York team - primary responsibilities include: * Work with deals teams and support senior-level capital markets professionals in underwriting exit assumptions, crafting equity theses, and preparing companies for public market exits * Develop timely insight into current equity markets and sector trends * Support senior-level team in driving execution for equity-related transactions throughout the lifecycle of the investment (including the execution of IPOs and secondary sales) * Prepare, organize, and maintain deal-related marketing materials and analyses * Prepare and organize team-level and portfolio-level data processes and projects * Build and maintain databases relevant to the business Qualifications & Experience * 1 - 2 years of analyst experience at an investment bank within equity capital markets, private capital markets, financial sponsor coverage, or an industry vertical * Strong attention to detail with a proven ability to multitask and operate as both a self-starter and team player * Strong financial acumen, data analysis, and presentation (i.e., Excel, PowerPoint) skills * Excellent written, oral communication, and reasoning skills * Ability to work under pressure in a rapidly changing environment to meet deadlines * Interest in equity markets withan understanding of macro trends and market environment About Apollo 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 credit to private 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. As of June 30, 2024, Apollo had approximately $696 billion of assets under management. To learn more, please visit *************** Our Purpose & 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. Pay Range $110,000 - $150,000 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.

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).