Director, Client Service
Bridgewater Associates Job In Westport, CT
About Bridgewater
Bridgewater Associates is a premier asset management firm, focused on delivering unique insight and partnership for the most sophisticated global institutional investors.
Our investment process is driven by a tireless pursuit to understand how the world's markets and economies work - using cutting edge technology to validate and execute on timeless and universal investment principles.
Founded in 1975, we are a community of independent thinkers who share a commitment for excellence. By fostering a culture of openness, transparency, and inclusion, we strive to unlock the most complex questions in investment strategy, management, and corporate culture.
Explore more information about Bridgewater on our website here.
Our Culture
Bridgewater's unique success is the direct result of our unique way of being. We want an idea meritocracy in which meaningful work and meaningful relationships are pursued through radical truth and radical transparency. We require people to be extremely open, air disagreements, test each other's logic, and view discovering mistakes and weaknesses as a good thing that leads to improvement and innovation. It is by continually striving together for the highest levels of truth and excellence that we create meaningful work and meaningful relationships. Within this culture, Diversity and Inclusion is a top priority because it is essential to finding the best talent in the world, enabling our idea meritocracy, and creating an environment where all types of people can thrive. We have a full-time team as well as affinity networks that work on these issues - If you would like to learn more, please let your Bridgewater recruiter know.
Explore more information about Bridgewater's culture on our website here.
About the Client Service Department
The goal of Client Service is to build and grow meaningful relationships with the world's largest, most sophisticated investors and help clients achieve their goals through high quality return streams and tailored insights. To this end, we deeply understand the global pools of capital, develop strategies to effectively develop relationships, and partner with clients on their most difficult investment and portfolio construction problems. We help our clients broaden their understanding of our investment process, strategies, and performance as well as deepen their understanding of financial markets more generally.
About the Role
The Director will play a pivotal role within Bridgewater's client coverage organization. Depending on experience and team placement, the position is tasked with developing and maintaining partnerships with a variety of client types including but not limited to public pensions, sovereign wealth funds and institutional consultants. This person will also develop innovative ways to expand our partnerships in line with team mission and goals.
The Director has internal and external responsibilities. Externally, they are responsible for providing high value thought partnership, by managing communications with clients and external partners in a way that reinforces Bridgewater's brand and generates advocacy by developing relationships with second level client contacts. They are expected to represent Bridgewater's complex investment concepts in a clear, compelling manner in support of the maintenance and growth of client mandates. Internally, the Director holds the critical responsibility of serving as a nexus between their clients and the broader Client Service and Bridgewater teams. They are responsible for managing cross-departmental relationships, executing business plans and quarterbacking projects in pursuit of both the team's and client's strategic goals. They will contribute to the business strategy and planning at multiple levels. Additionally, this individual will join a team of other Directors responsible for process improvement initiatives, team projects, and cross team training.
Interested in learning more about working at Bridgewater? Hear about the experiences of our employees here.
You will drive the following responsibilities:
Represent Bridgewater and our investment strategies directly to our clients - particularly as you gain more experience and content depth.
Serve as an overall conduit of information by having a deep understanding of Bridgewater's research process, business infrastructure, and strategic initiatives to operate cross departmentally with various stakeholders (Investment Research, Legal, Finance, etc.) to drive projects to completion.
Maintain accurate synthesis of current and historical client relationships
Serve as a point-of-contact for client inquiries, questions, and requests, that support sales and client retention.
Identify and solve problems efficiently and independently, both proactively and reactively as a result of a client need.
Partner with Client Advisors, Analysts and Coordinators to manage the internal operations and tempo of the team.
You will be a click for the role if you have the following critical competencies:
Client Book Management Skills: Successful candidates must be able to manage a large, diverse portfolio of projects and requests on an on-going basis. These streams of work range from simple requests that can be handled quickly to highly complex, multi-week engagements that involve multiple stakeholders both within Bridgewater and externally. Individuals must be able to manage this ever-changing portfolio of client engagements by being well organized and applying good common sense/practical thinking to manage each client interaction.
Investment Acumen: The Director will be required to deeply understand Bridgewater's investment principles and concepts. While the individual will spend time in the role training to learn these concepts, successfully mastering this investment content requires strong analytical thinking abilities and an ability to connect complicated investment concepts to practical client questions and challenges and on through to potential investment advice/solutions. As the individual progresses in their development at Bridgewater, Directors will increasingly be required to not only understand these concepts, but to effectively communicate them to clients in a manner that is compelling and trustworthy.
Minimum Qualifications:
Minimum 7 years professional or equivalent experience
Experience working with institutional clients
Bachelor's degree with a strong academic record
Effective written and oral communication skills, with strong detail orientation
A high degree of proficiency in Outlook, PowerPoint, Word, and Excel; general comfort with learning and using new software tools
Physical Requirements
The anticipated onsite requirement for this role is four days per week at our Westport CT campus.
Wage Range
The estimated annual base salary range for this position is $230,000-400,000. Actual base salary will be dependent on the individual's skills, experience, and qualifications. This role may also be eligible for other forms of compensation, including but not limited to a cash bonus.
Why Choose Bridgewater?
It takes all types to make Bridgewater great. We seek a diverse group of innovative thinkers and push them to engage in rigorous and thoughtful inquiry. We develop people through an honest examination of their abilities and performance, enabling personal growth and professional development. We strive to provide you opportunities that will challenge you and unlock your potential.
One of our core priorities at Bridgewater is to enable our employees to build a great life and career, and we believe our benefits are an important extension of that philosophy. As such, currently Bridgewater offers a competitive suite of benefits including:
Health insurance with 100% premium covered and access to additional concierge medical services
401(k) plan with generous employer match
Paid time off, including fully paid parental leave and a competitive PTO package
Workplace flexibility and access to back up childcare
Financial assistance for family building support, including adoption and egg freezing
Workplace wellness, including on-site gyms, free meals and healthy snacks, and meditation rooms
An engaged and active community that includes many company events, affinity networks, and extracurricular interest groups
For a full list of Bridgewater benefits, click here.
Bridgewater reserves the right to change its current benefits program at any time, in a manner that is consistent with applicable federal and state regulations.
This is not a contract and confers no contractual rights, privileges, or benefits on any applicant or potential applicant. Bridgewater has the right to change any and all terms of this , including, but not limited to, job responsibilities, qualifications and benefits. Nothing in this job description constitutes an offer or guarantee of employment. Please note that we do not provide immigration sponsorship for this position.
Bridgewater Associates, LP is an Equal Opportunity Employer
Research Associate, Asia Equities
Bridgewater Associates LP Job In Westport, CT
About Bridgewater
Bridgewater Associates is a premier asset management firm, focused on delivering unique insight and partnership for the most sophisticated global institutional investors. Our investment process is driven by a tireless pursuit to understand how the world's markets and economies work - using cutting edge technology to validate and execute on timeless and universal investment principles.
Founded in 1975, we are a community of independent thinkers who share a commitment for excellence. By fostering a culture of openness, transparency, and inclusion, we strive to unlock the most complex questions in investment strategy, management, and corporate culture.
Explore more information about Bridgewater on our website here.
Our Culture
Bridgewater's unique success is the direct result of our unique way of being. We want an idea meritocracy in which meaningful work and meaningful relationships are pursued through radical truth and radical transparency. We require people to be extremely open, air disagreements, test each other's logic, and view discovering mistakes and weaknesses as a good thing that leads to improvement and innovation. It is by continually striving together for the highest levels of truth and excellence that we create meaningful work and meaningful relationships.
Explore more information about Bridgewater's culture on our website here.
About the Team
The Asia Equities Team is starting a multiyear journey to improve our understanding of Asian economies and markets and build new portfolio solutions, with a focus on China. The team offers a unique opportunity to be in early-stage research at a large and established fund, join an entrepreneurial environment, shape the business, and drive impact.
About the Role
This person will play a vital role on the team by owning and evolving our China data concepts and working on research and systemization projects. This person's work will deepen our understanding of the Chinese macroeconomy and equity market and improve our systematic investment management processes. Given the flat structure of the team, you'll also get exposure to the investment thinking of some of the most senior investors at the firm and participate in market and portfolio discussions.
You will own the following responsibilities:
Source new China-specific datasets and design systematic tests to determine their usefulness against our biggest research and portfolio management priorities
Engineer fit-for-purpose data concepts for use in our systematic investment processes
Develop systematic investment research and trading strategies
Create systematic visualizations and diagnostics of our data universe to monitor equity fundamentals and market action
Oversee and improve data systems that feed our systematic investment management processes
You will be a click for the role with:
A minimum of 2 years of experience in asset management, investment banking, independent or sell-side equity research, equity data, or data science; or in quantitative risk or equities trading
Must be proficient in working with Chinese data sets and data/analytical platforms such as WIND
Native Chinese proficiency
Experience with highly dimensional timeseries and cross-sectional datasets
Scripting/functional programming knowledge - primarily Python or R, Scala a plus
Intellectual curiosity & ability to get deep into the details to crack tough problems
Desire to take initiative and deliver project work with a high degree of independence
Excitement about being on a fast-moving, entrepreneurial team with high ambitions for impact across equity strategies
Excellent communication skills and strong interpersonal skills
Deep interest in the Chinese economy and markets
Physical Requirements
The anticipated onsite requirement for this role is four days per week at our Westport, CT campus.
Why Choose Bridgewater?
It takes all types to make Bridgewater great. We bring together a diverse group of innovative thinkers and push them to engage in rigorous and thoughtful inquiry. We develop people through an honest examination of their abilities and performance, enabling personal growth and professional development. We strive to provide you opportunities that will challenge you and unlock your potential.
In this role, you will grow with us by:
Taking ownership of increasingly complex systems and processes.
Taking on oversight and mentorship responsibilities to grow talent as you gain experience.
Opportunities to grow your career across Bridgewater depending on your strengths, weaknesses, and experience.
Compensation Band:
The expected annual base salary for this position is $150,000 - $250,000. The total compensation package includes variable compensation in the form of a discretionary target bonus.
Benefits
One of our core priorities at Bridgewater is to enable our employees to build a great life and career, and we believe our benefits are an important extension of that philosophy. As such, currently Bridgewater offers a competitive suite of benefits including:
Health insurance with 100% premium covered and access to additional concierge medical services
401(k) plan with generous employer match
Paid time off, including fully paid parental leave and a competitive PTO package
Workplace flexibility and access to back up childcare
Financial assistance for family building support, including adoption and egg freezing
Workplace wellness, including on-site gyms, free meals and healthy snacks, and meditation rooms
An engaged and active community that includes many company events, affinity networks, and extracurricular interest groups.
For a full list of Bridgewater benefits, click here.
Bridgewater reserves the right to change its current benefits program at any time, in a manner that is consistent with applicable federal and state regulations.
This is not a contract and confers no contractual rights, privileges, or benefits on any applicant or potential applicant. Bridgewater has the right to change any and all terms of this , including, but not limited to, job responsibilities, qualifications and benefits. Nothing in this job description constitutes an offer or guarantee of employment. Please note that we do provide immigration sponsorship for this position.
Bridgewater Associates, LP is an Equal Opportunity Employer
Enterprise Architect (Portfolio Management)
Remote or Arlington, TX Job
It's an exciting time to join Fisher Investments! We're continuing to invest in the future of our firm's technology and information security. Our business is growing internationally, which emphasizes the need to build an unparalleled global team that inspires future scale through strategic solutions, innovation, mentoring, and tight knit teamwork. We help support our firm's diverse businesses, and we are excited to continue solidifying that foundation as we add more accomplished technologists to our team.
The Opportunity:
The Enterprise Architect (Portfolio Management) plans portions of the enterprise architecture environment, develops architectural principles and standards, and promotes alignment of technology to our needs. You will have a particular focus on the architecture and design of cloud platforms to support the Portfolio Management Group in running a large wealth management firm with a global presence.
As a technical expert, you will partner with our internal technology teams, our partners, third-party vendors, and implementation partners. Your experience will help us build our technology transformation program and create multi-year roadmaps to align enterprise-wide solutions to Fisher's priorities. You will also survey the technology landscape and guide the evolution of the current environment to support future capabilities and requirements. You will report to the Vice President of Enterprise Architecture as a member of our team of experienced Enterprise Architects.
The Day-to-Day:
Define and oversee the adherence to enterprise architecture principles and standards across portions of applications, infrastructure, and information security
Define the architecture and lead the selection of important platforms (both cloud and on-premises), products, and vendors to be utilized for programs across the enterprise
Ensure the architecture of applications and systems (especially cloud-based data and integration architecture for portfolio management such as Charles River and SS&C GWP) is consistent with enterprise needs, and ascertain how application solutions are used to meet those enterprise needs
Lead technology and business teams to evaluate current technology solutions and plan, design, and coordinate multi-year roadmaps for all applications and support activities
Survey the technology landscape to identify systems and solutions that align with firm strategy while collaborating with executive leadership to recommend, implement and maintain appropriate technology solutions
Function as SME to Technology Business Services, Infrastructure and Operations, Information Security, 3rd party vendors, and implementation partners
Facilitate optimization of current state architecture during the transformation to future state architecture
Develop POCs to facilitate architectural decisions and provide guidance to implementation teams
Support problem-solving with pragmatic architectures and implementation approaches
Tailor presentations and conversations to the appropriate audience: business stakeholders, technical executives, or developers
Your Qualifications:
10+ year's combination of solution / technical / business architecture roles
7+ years of experience leading solution / technical architecture team
5+ years of architecture experience at a large wealth management or asset management firm
Strong knowledge of wealth management & portfolio management concepts, data domains and workflows (i.e. trade life cycle, portfolio rebalancing, IBOR)
High-level understanding of multiple order management and portfolio accounting platforms (i.e. Charles River, Fidessa, Eze Castle, GWP, Broadridge BPS)
Experience with application, data, integration, security, and technology platform architectures, with experience with Azure services and Salesforce.com
Broad understanding of market / industry trends and architecture frameworks
Highly advanced ability to investigate, analyze issues to take to resolution
Experience implementing multiple complex enterprise level changes simultaneously, including how to guide and measure adoption of best practices
Proven experience leading, mentoring, and developing employees
Expertise in translating enterprise needs and problems into viable and accepted solutions
Expertise in decision-making, conflict resolution, and negotiation/influence skills
Bachelor's degree in information systems or related technical field or equivalent combination of education and experience
Why Fisher Investments:
We work for a bigger purpose: bettering the investment universe. We take great pride in our inclusive culture, our learning and development framework customized for every employee, and our Great Place to Work Certification. It's the people that make the Fisher purpose possible, and we invest in them by offering exceptional benefits like:
100% paid medical, dental and vision premiums for you and your qualifying dependents
A 50% 401(k) match, up to the IRS maximum
20 days of PTO, plus 10 paid holidays
Family Support programs including 8 week Paid Primary Caregiver Leave, fertility, family forming, and hormonal health assistance and back-up child, adult, and elder care
$10,000 fertility, hormonal health and family-forming benefit
Opportunity to participate in our hybrid work from home program. This program is subject to change. Based on tenure and performance eligibility, you will have the opportunity to work from home up to 75 days per year.
FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER
Virtual Engagement Associate (VEA) - SIE required (Alpharetta, GA)
Remote or Alpharetta, GA Job
Skills You Bring:
We seek candidates from a variety of academic backgrounds who have a heightened interest in financial services. Successful VEAs have a unique blend of interpersonal and analytic skills that they leverage to build relationships with FAs and serve as a consultant for their client engagement and planning strategies.
Specific Qualifications Include:
· Must hold a bachelor's degree; 0-3 years professional experience in finance, business development, management, marketing, sales, legal, accounting, education, military, or other business-related field preferred, but open to all majors
· Securities Industry Essentials (SIE) exam required prior to formal interview
· Series 7 and 63 preferred prior to start date otherwise required within 90 days of joining the desk
· Exemplary communication, presentation, problem solving, and time-management skills
· Organized, focused, and highly disciplined
· Able to balance simultaneous competing needs of their assigned FAs and execute on all necessary actions in a timely manner
· Authorization to work in the U.S. without durational restrictions
· Successful completion of background check and pre-employment assessments
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).
Morgan Stanley is a leading global financial services Firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments, and individuals from more than 1,200 offices in 43 countries.
As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture.
Department Profile
The Virtual Engagement Associate Desk provides Financial Advisors (FAs) with dedicated infrastructure and support through innovative business development strategies to strengthen client relationships and promote business growth. Team members will collaborate with partners across the Morgan Stanley ecosystem and learn the skills necessary to succeed as a wealth management professional.
The VEA program offers a variety of offerings:
· Digital VEAs Learn to create, enhance, and implement custom digital marketing and communication strategies. They leverage the Firm's tools to help FAs increase client engagement and deliver consistent communication through websites, social media, and Morgan Stanley's proprietary email communication and marketing system.
· Planning VEAs Build authentic goals-based financial plans for clients and prospects. They utilize Morgan Stanley's Financial Planning tools to support FAs by enhancing their financial planning process.
Position Overview:
The VEA Program is a 2-year program which provides an exciting opportunity for recent graduates of all undergraduate majors and backgrounds to:
1. Gain their Securities Industry Essentials (SIE) Exam prior to joining the Firm, as well as the Series 7, and Series 63 licensing exams through Firm sponsorship upon starting full-time
2. Get firsthand experience consulting and working directly with FAs and their teams and learn about their business model and wealth management
3. Upon completion of the program, you have the flexibility of being promoted into a Senior VEA role or the support to look for other opportunities throughout the Firm
How VEAs Make an Impact:
· Be an effective communicator\: Adapt communication styles to adhere to a diverse array of people and situations and drive business opportunities
· Be an innovative thinker\: Develop and share new ideas to attract and retain clients and contribute to the future growth of the business
· Be a problem solver\: Demonstrate empathy and help FAs with their inquiries, to create an exceptional client experience in a fast-paced environment
· Be your own advocate\: Strive for excellence in your role and work with your manager to prepare for future career advancements that align with your goals as a professional
Benefits of being a VEA\:
· Develop a robust understanding of wealth management and gain insight into one of the world's leading financial institutions
·
Office Manager - Parametric
Remote or New York, NY Job
Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, wealth management and investment management services. With offices in more than 41 countries, the Firm's employees serve clients worldwide including corporations, governments, institutions and individuals. For further information about Morgan Stanley, please visit **********************
ABOUT PARAMETRIC
Parametric is part of Morgan Stanley Investment Management, the asset management division of Morgan Stanley. We partner with advisors, institutions, and consultants to build portfolios focused on what's important to them and their clients. A leader in custom solutions for more than 30 years, we help investors access efficient market exposures, solve implementation challenges, and design multi-asset portfolios that respond to their evolving needs. We also offer systematic alpha and alternative strategies to complement clients' core holdings.
This role is part of Parametric's hybrid working model, which includes working in the office 3 days a week and choosing to work remotely or in the office the remaining days of the week.
GENERAL DESCRIPTION
This position provides overall management of the daily operations of the Parametric New York Office. They are responsible for managing office communications and facilitating key tasks, procedures for various departments. Duties include communicating with department heads, relaying important information or policy changes from upper management, and implementing incentives to enhance employee productivity. This position is a contributing member to the office management and business administration team across all Parametric locations.
PRIMARY RESPONSIBILITIES
* Perform facility and office support functions as first point of contact for all employees, clients, vendors, and other external partners in the New York office.
* Serve as point person with building management and Morgan Stanley Corporate and Facilities Services Team on any suite needs (e.g. carpet cleaning, lighting, and organization)
* Maintain general office functions, including office, kitchen supply inventory and ordering, performing regular office rounds to ensure office machines are in order
* Identify opportunities for process and office management improvements, and design and implement new systems. Develop office policies and procedures, and ensure they are implemented appropriately, reporting progress as applicable.
* Manage the office occupancy, assign, and enforce seating standards
* Address employees' queries regarding office management issues (e.g., stationery, hardware, visitors, and travel arrangements)
* Manage the building and systems access with the building and maintain security awareness, including managing the keycard process
* Prepare and ship all outgoing materials; (US Mail, UPS, and FEDEX). Process and log incoming deliveries; (US Mail, UPS, FEDEX) and open, sort and distribute incoming correspondence.
* Ensure that conference rooms are organized and tidy
* Ensure that employee experience events, Town Halls, new employee onboarding, and departmental meetings and events are coordinated and supported in the office. Arrange for space booking, technology, ensure supplies are available and that all elements of the event are supported for a positive employee experience.
* Support communication efforts by authoring or editing office or company-wide communications.
* Order repairs for office equipment and maintenance, connecting with and escorting vendors and monitor and order/manage as required
* Receive and coordinate payments of vendor bills, ensuring that all items are invoiced and paid on time,
* Provide back-up to the Business Administration department and other duties as assigned to meet business needs.
JOB REQUIREMENTS
* Bachelor's degree in business administration, facilities management, or a related field or comparable combination of education and experience.
* 3+ years' experience in office management or similar office/property administration that demonstrate a knowledge of Office Administration responsibilities, systems, and procedures.
* Hands on experience with office equipment (e.g. fax machines and printers)
* Proficiency in MS Office applications (PowerPoint, Outlook, Excel, Word)
* Strong interpersonal and relationship building; establishes rapport with colleagues and fosters a positive office environment.
* Excellent written and verbal communication skills.
* Financial know-how and the ability to manage budgets, track expenses, and ensure financial compliance.
* Strong attention to detail, accuracy, and thoroughness.
* Brings enthusiasm, creativity, patience, good judgment, and flexibility to their work
* Confidence to take initiative and make decisions proactively; anticipates problems and challenges before they happen
* Experience in exercising sensibility, discretion, and diplomacy in handling all matters, information, and relationships (including confidential or sensitive information)
* Must be willing and able to work flexible hours, under tight deadline with pressure and on short notice
Parametric believes each member of our organization makes a significant contribution to our success. That contribution should not be limited by the assigned responsibilities. Therefore, this job description is designed to outline primary duties and qualifications. It is our expectation that every member of our team will offer his/her/their services wherever and whenever necessary to ensure the success of our client services.
Expected base pay rates for the role will be between $70,000 and $150,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.
Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet
Market Administrative Officer
Remote or San Francisco, CA Job
Your role Are you a leader people look up to? Do you know brokerage operations principles and regulatory rules by heart? We're looking for a market administrative officer to: * lead the operations and administrative team, conducting performance reviews and making personnel decisions
* manage administration, including facilities, and oversee overall cost management
* make sure all employees complete required training and receive coaching on administrative policies, procedures and risk management and comply with all legal and regulatory requirements
* guarantee that the team meets service excellence standards
* oversee new client accounts, client correspondence and communications with the public
* act as a point of escalation for service breaks, operations issues and business continuity, resolving escalated issues from branches
Detailed salary information:
* San Francisco: the salary range for this role is $157000 to $205000
The expected salary range(s) for this role as of the date of this posting is/are based on factors including, but not limited to, experience, qualifications, education, location and skill level. This role may also be eligible for discretionary incentive compensation. For benefits information, please visit ubs.com/usbenefits.
Join us
At UBS, we embrace flexible ways of working when the role permits. We offer different working arrangements like part-time, job-sharing and hybrid (office and home) working. Our purpose-led culture and global infrastructure help us connect, collaborate, and work together in agile ways to meet all our business needs.
From gaining new experiences in different roles to acquiring fresh knowledge and skills, we know that great work is never done alone. We know that it's our people, with their unique backgrounds, skills, experience levels and interests, who drive our ongoing success. Together we're more than ourselves. Ready to be part of #team UBS and make an impact?
Your expertise
* ideally 3-5 years of experience with a leading financial institution
* management experience as administrative manager or other substantive leadership role
* series 7, 66 and 9/10
* motivated, self-directed and driven
* comfortable working in partnership and able to delegate effectively
* skilled at creating a positive business culture (you have the human touch)
About us
UBS is the world's largest and the only truly global wealth manager. We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank. Our global reach and the breadth of our expertise set us apart from our competitors..
We have a presence in all major financial centers in more than 50 countries.
Associate Portfolio Manager - Parametric
Remote or Seattle, WA Job
Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, wealth management and investment management services. With offices in more than 41 countries, the Firm's employees serve clients worldwide including corporations, governments, institutions and individuals. For further information about Morgan Stanley, please visit **********************
ABOUT PARAMETRIC
Parametric is part of Morgan Stanley Investment Management, the asset management division of Morgan Stanley. We partner with advisors, institutions, and consultants to build portfolios focused on what's important to them and their clients. A leader in custom solutions for more than 30 years, we help investors access efficient market exposures, solve implementation challenges, and design multi-asset portfolios that respond to their evolving needs. We also offer systematic alpha and alternative strategies to complement clients' core holdings.
This role is part of Parametric's hybrid working model, which includes working in the office 3 days a week and choosing to work remotely or in the office the remaining days of the week.
GENERAL DESCRIPTION
Manages structured equity portfolios maximizing tax efficiency while tracking an index. Portfolio managers act as investment engineers - creating portfolios using optimization software to implement firm's quantitative-based strategy. The Associate Portfolio Manager must continually measure performance, manage risk and control costs.
PRIMARY RESPONSIBILITIES
- Construct optimized equity index portfolios for separate accounts
- Rebalance and transition portfolios to maximize tax-efficiency
- Construct custom benchmark data
- Monitor index changes and corporate actions
- Generate after-tax return data for both portfolios and benchmarks
- Performance attribution
- Respond to client requests for analysis
- Interact across teams including Technology, Research, Marketing, Client Service, Operations
- Participate in process improvement and technology development efforts.
JOB REQUIREMENTS
- Bachelor's (4yr) degree w/ concentration in finance, accounting, engineering or related quantitative focus
- Preferred 4 years professional experience in investment management or similar
- Significant progress towards a CFA, MBA and/or another credential relevant to investment management or finance strongly preferred
- Strong mathematical and analytical skills
- Familiarity with academic financial theory and applications
- Working knowledge of equity risk models and portfolio optimization preferred
- Analytical writing ability
Parametric believes each member of our organization makes a significant contribution to our success. That contribution should not be limited by the assigned responsibilities. Therefore, this job description is designed to outline primary duties and qualifications. It is our expectation that every member of our team will offer his/her/their services wherever and whenever necessary to ensure the success of our client services.
Salary range for the position: $70,000 - 150,000/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).
**Job:** **Asset/Investment Management*
**Title:** *Associate Portfolio Manager - Parametric*
**Location:** *Washington-Seattle*
**Requisition ID:** *3260023*
**Other Locations:** *Americas-United States of America-Minnesota-Minneapolis, Americas-United States of America-Georgia-Alpharetta, Americas-United States of America-Massachusetts-Boston*
Azure Data Platform Administrator
Remote or Plano, TX Job
Fisher Investments Plano, Texas **The Opportunity:** As an Azure Data Platform Administrator, you will perform administration of our Azure data and analytics platform, including Azure Synapse, Azure Data Factory, ADLS, Azure ML/AI and reporting as part of a collection of systems in a large technology ecosystem. You will ensure the smooth operations of systems including uptime and performance. As a technical expert for our data and analytics ecosystem you will support Fisher Investments business line reporting teams, Technology Business Services Data Services teams, 3rd party vendors, and implementation partners. You will report to the Application Development Team Lead.
**The Day-to-Day:**
* Work with stakeholders (Infrastructure and Operation and Information Security) to ensure smooth and secure operations of Azure data and analytics platform including Azure Synapse, ADF, Azure ML/AI, Power BI and etc
* Oversee data warehouse and analytics platform on Azure from implementation, maintenance to enhancements and ongoing operations
* Manage various Azure data pipelines, job schedules and systems to ensure performance and uptime
* Maintain up-to-date platform documentation and provide technical support to database, application and business intelligence (BI) developers
* Perform maintenance and troubleshooting activities for data warehouse and BI platform on Azure and resolve issues
* Ensure metadata (data catalog) are tracked for all data objects in the platform
* Perform system monitoring and performance analysis
* Perform ongoing security controls audit and review to ensure compliance
* Review system application logs and identify potential issues and improvements
* Participate in capacity planning, cloud cost analysis and cloud resources optimization
* Provide after-hour system and application support
* Develop and implement various work plans for projects
* Minimum of 5 years of experience as a MS SQL Server administrator, system or cloud administrator
* Experience with investment management systems and processes
* Experience with cloud data warehouse and analytics technologies, specifically Azure Synapse, Azure Data Factory, ADLS and SQL Server (SSIS and SSAS), Power BI is required
* Knowledge or experience with infrastructure (operating system and networking) and cloud administration is required
* Knowledge or experience with data access control/security models
* Knowledge or experience with CI/CD, DevOps (such as GitHub Actions, Octopus Deploy) or ML Ops
* Azure certifications (data related)
* Experience with Agile methodologies in a cloud, database, data warehousing and BI space
* BS/MS or equivalent in Computer Science or related field or a combination of technical skills, cloud, system administration and operations
**Your Qualifications:**
* Minimum of 5 years of experience as a MS SQL Server administrator, system or cloud administrator
* Experience with investment management systems and processes
* Experience with cloud data warehouse and analytics technologies, specifically Azure Synapse, Azure Data Factory, ADLS and SQL Server (SSIS and SSAS), Power BI is required
* Knowledge or experience with infrastructure (operating system and networking) and cloud administration is required
* Knowledge or experience with data access control/security models
* Knowledge or experience with CI/CD, DevOps (such as GitHub Actions, Octopus Deploy) or ML Ops
* Azure certifications (data related)
* Experience with Agile methodologies in a cloud, database, data warehousing and BI space
* BS/MS or equivalent in Computer Science or related field or a combination of technical skills, cloud, system administration and operations
**Why Fisher Investments:**
We work for a bigger purpose: bettering the investment universe. We take great pride in our inclusive culture, our learning and development framework customized for every employee, and our Great Place to Work Certification. It's the people that make the Fisher purpose possible, and we invest in them by offering exceptional benefits like:
* 100% paid medical, dental and vision premiums for you and your qualifying dependents
* A 50% 401(k) match, up to the IRS maximum
* 20 days of PTO, plus 10 paid holidays
* Family Support programs including 8 week Paid Primary Caregiver Leave, fertility, family forming, and hormonal health assistance and back-up child, adult, and elder care
* $10,000 fertility, hormonal health and family-forming benefit
* Opportunity to participate in our hybrid work from home program. This program is subject to change. Based on tenure and performance eligibility, you will have the opportunity to work from home up to 75 days per year
FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER
**Do Not Sell My Personal Information**
** Manage Consent Preferences**
Always Active **Sale of Personal Data**
* We track pseudonymized data for statistical and analytical purposes.
Event Producer
Remote or New York, NY Job
Job Description
Event Producer
PRA is the market-leading business event management firm, delivering unique experiences that move hearts, minds and businesses forward. Blending Passion, Reach and Authenticity, PRA works collaboratively with clients to craft creative, multi-sensory attendee journeys to leave a lasting impression.
Applicants must be based in New York City area. This is a hybrid role that allows for some work from home flexibility during the week.
Primary Responsibilities
Responsible for the logistical management and operational execution of client events and programs
Serves as the primary contact for the client during the pre-planning and operation of the client's program post-sale and ensures the expectations of the client are exceeded to promote client satisfaction and account retention
Meets with Sales team to go through details of a client's program and serves as primary client contact once event has been contracted
Manages program changes during pre-planning and on-site, negotiating and up-selling
Responsible for managing the expected gross margin for the event once contracted
Orders, confirms and re-confirms all suppliers, develops relationships with supplier/partners, negotiates and contracts terms-of-service and price including, but not limited to service expectation levels, guarantees, cancellation, billing information, directions, etc.
Ensures deposits for program have been received as contracted and billing is completed
Determines Field Staff work assignments, based on program schedule and staffing needs
Prepares and distributes trip sheets and any other relevant program information and direction for Field Staff
Participates in recruiting and training Field Staff
Coordinates and processes all Field Staff paperwork involving compensation including timesheets, expense reports, and pay rate change forms
Maintains inventory of field staff uniforms and materials and coordinates purchases of additional uniforms and equipment as required
Completion of all program production paperwork, such as trip sheets, check requests, service agreements, invoicing, job costing, expense reports, etc.
Assists Experience Designers with program development according to specifications of client
Manages cost preparation, program summaries, deposit invoices, service agreements, and related correspondence
Responsible for forwarding any necessary program information to hotel and venue representatives to ensure seamless coordination with venue operations
Conducts pre-con meetings with client/hotel to review all details of the program as confirmed
Keeps Regional and Global Sales Managers fully informed of all opportunities and program changes and takes prompt corrective action where necessary to ensure successful delivery of client objectives
Qualifications
Bachelor's degree, or equivalent relevant experience
3 years of experience in overseeing the execution of corporate meetings, client events, and other complex programs. DMC, corporate incentive travel, hospitality or related experience highly preferred
Ability to manage operations functions and effectively supervise and direct Field Staff
Excellent interpersonal and communication skills with a diverse group of clients, supplier partners, coworkers and employees
Ability to read, analyze and interpret client proposal requirements, contracts, financial reports and other legal documents
Ability to effectively present information and respond to questions from clients, supplier partners and hoteliers
Ability to multitask and work on multiple programs with different deadlines
Must be able to work well with all levels of management and staff, hoteliers and venue staff, clients and supplier partners
Working knowledge of attractions, hotels, parks, venues and supplier partners in the local area and ability to locate and vet new venues and supplier partners
Must be able to work flexible hours including weekends, evenings and holidays
Some travel required to support region and PRA system as needed
Pay: $60,000-$80,000 depending on experience. This role also includes an incentive plan.
Benefits package includes Medical, Dental, and Vision insurance, Company-sponsored Life Insurance and Short/Long Term Disability Insurance, 401(k) with Match, Parental Leave, Cell Phone and Home Internet Stipends, Paid Vacation, Sick Leave, and Holidays, Pet Insurance, Flexible Spending Accounts, and other optional benefit coverages.
Whether in-person, remote, or hybrid, PRA guides organizations in bringing people together with strategic content, brand engagement and authentic destination experiences. PRA has local teams across the US covering more than 29 top destinations, and a remote execution team who can plan anywhere our clients envision an incomparable meeting or event.
Internally, we have a robust sustainability and social impact program that includes initiatives around carbon reduction, pushing towards zero waste, supporting the American Forest Foundation and PACT-USA, working with our supply chain to ensure we have sustainable and diverse suppliers for client events and a focus on equity, diversity and inclusion. Our plans and projects are ongoing and we are excited with the changes we've made and look forward to the continued and increased impact we will have through these programs and initiatives.
Our Corporate and Incentive Program Planning Capabilities Include:
Creative Event Design + Production; Local Excursions; Tours; Teambuilding; Offsite Events; Dine Arounds; Digital + Hybrid Programming; Health + Safety Logistics; CSR + Giveback Initiatives; Sustainable Planning Services; Transportation Logistics; Staffing; Content Creation; Graphic Design + Branding; Gifting.
Follow PRA on social @PRABusinessEvents and visit *********** for more information.
Technical Business Analyst/Product Manager
Remote or Camas, WA Job
Fisher Investments Camas, Washington It's an exciting time to be a member of the Fisher Investments Technology Department. We're investing in the future of our firm's technology and are building our team to achieve global growth. We are looking for a Technical Business Analyst to support our Cloud Platform team. If you are looking for an opportunity to make an impact as we develop scalable and strategic solutions to support our global growth, we want to hear from you!
**The Opportunity:**
As a Technical Business Analyst/Product Manager, you will provide business/product support for investment operations. You will work with Portfolio Accounting, Custodian Data Reconciliation, Portfolio Implementation, Portfolio Engineering and Security Operations teams for daily operations. You will understand the requirements, identifying process improvements, designing and implementing solutions and contribute to our product development. You will report to the PMG Technology Production Support Team Lead.
**The Day-to-Day:**
* Collaborate closely with all Portfolio Management group which includes Portfolio Accounting, Portfolio Analytics, Security operations, Portfolio Implementation, Portfolio engineering, Traders and Trading operations Teams to ensure system is performing as expected
* Monitor production platforms for start of day readiness and general system health
* Effectively foster dialogue and communication between internal business customers, Technology Teams, and our application vendors
* Provide operational and incident support for your assigned applications and modules
* Perform root cause analysis on production incidents and propose solutions to prevent recurrence
* Define user stories and acceptance criteria based on our requirements
* Define business, functional and technical systems requirements accompanied with solution detail, diagrams
* Participate in the software development lifecycle
* Identify ways to refine processes by recommending items for automation, re-structuring, or elimination
* Provide business recommendations based on critical analysis
* Maintain a high-level of accuracy while managing multiple requests with varying complexities and due dates
**Your Qualifications:**
* 5+ years of experience working as a Business Analyst or as a Product Manager supporting business critical applications as part of a Wealth or Investment Management Technology team
* Hands-on experience in Portfolio management platforms (Portfolio Accounting, Order Generation, Performance and reporting, Market Security)
* Working knowledge of Portfolio management concepts (Positions, Trades, Securities)
* Ability to analyze various situations and develop creative solutions
* Bachelor's degree or equivalent combination of education and experience required
**Compensation:**
* $100,000-$150,000 base salary per year in the state of WA - New hires should expect to start at the lower end of the range depending on experience
* Eligible for a discretionary bonus based on firm and individual performance
**Why Fisher Investments:**
We work for a bigger purpose: bettering the investment universe. We take great pride in our inclusive culture, our learning and development framework customized for every employee, and our Great Place to Work Certification. It's the people that make the Fisher purpose possible, and we invest in them by offering exceptional benefits like:
* 100% paid medical, dental and vision premiums for you and your qualifying dependents
* A 50% 401(k) match, up to the IRS maximum
* 20 days of PTO, plus 10 paid holidays
* Family Support programs including 8 week Paid Primary Caregiver Leave, fertility, family forming, and hormonal health assistance and back-up child, adult, and elder care
* $10,000 fertility, hormonal health and family-forming benefit
* Opportunity to participate in our hybrid work from home program. This program is subject to change. Based on tenure and performance eligibility, you will have the opportunity to work from home up to 75 days per year
FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER
**Do Not Sell My Personal Information**
** Manage Consent Preferences**
Always Active **Sale of Personal Data**
* We track pseudonymized data for statistical and analytical purposes.
Investment Banking Associate - M&A
Remote or New York, NY Job
Your role We're looking for an Investment Banker to: * assist in the origination and execution of M&A transactions for domestic and foreign corporate and private equity clients * work on major workstreams of M&A transactions including diligence, the development of financial projections and analyses, and all client deliverables
* independently prepare, interpret, and discuss analytical data
* present to internal and external clients effectively and with confidence
* collaborate with colleagues across the globe to provide clients with seamless transaction execution
* generate new ideas and creative approaches that push the business forward
* make sound and balanced judgments (and always within professional, ethical, regulatory, and legal standards)
Detailed salary information:
* New York: the salary range for this role is $200000 to $225000
The expected salary range(s) for this role as of the date of this posting is/are based on factors including, but not limited to, experience, qualifications, education, location and skill level. This role may also be eligible for discretionary incentive compensation. For benefits information, please visit ubs.com/usbenefits.
Join us
At UBS, we embrace flexible ways of working when the role permits. We offer different working arrangements like part-time, job-sharing and hybrid (office and home) working. Our purpose-led culture and global infrastructure help us connect, collaborate, and work together in agile ways to meet all our business needs.
From gaining new experiences in different roles to acquiring fresh knowledge and skills, we know that great work is never done alone. We know that it's our people, with their unique backgrounds, skills, experience levels and interests, who drive our ongoing success. Together we're more than ourselves. Ready to be part of #team UBS and make an impact?
Your expertise
* experience executing public and private M&A transactions
* ability to work effectively with both corporate and private equity clients
* strong analytical skills and proficiency in all relevant financial analyses
* demonstrated track record of taking initiative
* currently an Associate in the M&A department of an investment bank
* undergraduate degree and MBA or JD
About us
UBS is the world's largest and only truly global wealth manager. We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank. Our global reach and the breadth of our expertise set us apart from our competitors.
With more than 70,000 employees, we have a presence in all major financial centers in more than 50 countries. Do you want to be one of us?
Investment Banker, M&A
Remote or New York, NY Job
Your role We're looking for an Investment Banker to: * assist in the origination and execution of M&A transactions for domestic and foreign corporate and private equity clients * manage major workstreams of M&A transactions including diligence, the development of financial projections and analyses, and all client deliverables
* effectively lead working teams of junior bankers and other constituents (lawyers, accountants, consultants, etc)
* provide critical support and input in the negotiation of transactions as required
* present to internal and external clients effectively and with confidence
* collaborate with colleagues across the globe to provide clients with seamless transaction execution
* generate new ideas and creative approaches that push the business forward
* make sound and balanced judgments (and always within professional, ethical, regulatory, and legal standards)
Join us
At UBS, we embrace flexible ways of working when the role permits. We offer different working arrangements like part-time, job-sharing and hybrid (office and home) working. Our purpose-led culture and global infrastructure help us connect, collaborate, and work together in agile ways to meet all our business needs.
From gaining new experiences in different roles to acquiring fresh knowledge and skills, we know that great work is never done alone. We know that it's our people, with their unique backgrounds, skills, experience levels and interests, who drive our ongoing success. Together we're more than ourselves. Ready to be part of #team UBS and make an impact?
Your expertise
* experience in originating and executing public and private M&A transactions as well as relevant M&A structuring
* ability to work effectively with both corporate and private equity clients
* strong analytical skills and proficiency in all relevant financial analyses
* demonstrated track record of taking initiative and managing teams
* currently a Vice President / Director level in the M&A department of an investment bank
* undergraduate degree and MBA or JD
About us
UBS is the world's largest and only truly global wealth manager. We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank. Our global reach and the breadth of our expertise set us apart from our competitors.
With more than 70,000 employees, we have a presence in all major financial centers in more than 50 countries. Do you want to be one of us?
Data Scientist
Remote or Boston, MA Job
**Data Scientist** Location **Boston** Business Function **Global Investment Research** CAREERS THAT CHANGE THE WORLD **OUR CLIENTS** *Cambridge Associates believes our clients come first* . Our clients are the most compelling endowments, foundations, pensions, private clients and institutional investors around the globe. We lock arms with them to meet and exceed their investment objectives, so they can change the world.
**OUR CULTURE**
*Cambridge Associates believes culture is central to your success and ours.*
We believe in a vibrant, values-driven culture that is supportive, inclusive, and diverse. Here, we celebrate the individual while we support global connectivity. At CA, collaboration wins, kindness matters, and your success is our priority.
o We foster an **inclusive** and **diverse** environment that enables **all individuals** to engage and **bring their full selves to work.**
**OUR PEOPLE**
*Cambridge Associatesbelieves we do our best when you do your best.*
At CA, we are only as successful as you are. We actively recruit and invest in the most dynamic and diverse talent and then empower you to succeed. By leveraging your unique skills, developing your individual career goals, and building a collaborative global community of connected, diverse individuals, we build a community that is stronger together.
***Tell us about YOU***
o Are you a **bold individual** seeking an opportunity to contribute to a **value-based, collaborative environment**
o Are you eager to work for an organization committed to **diversity, inclusion, sustainability, and Corporate Social Responsibility**
o Do you strive to work in an environment that encourages **innovation and teamwork**
o Are you a **thought leader** who cares about **making a difference in the world** while contributing to an **amazing culture**
o Do you value a **challenging professional opportunity** where you can **leverage your skills**, gain a **valuable foundational in finance and investment**, and build a **long-term career development plan**
o Are you seeking a **competitive salary** a **robust and comprehensive benefits program**, and a variety of **attractive benefits and perks**
**THE OPPORTUNITY**
We are seeking a highly motivated and detail-oriented junior Data Scientist to join our Investment Science Team. The successful candidate will partner with data science and investing professionals to curate and analyze a wide variety of financial data. This role involves collaborating with other data scientists to deliver high-quality intelligence to our constituents through the application of novel statistical methods.
**RESPONSIBILITIES**
* Collaborate with data science and investing professionals on data analysis related to investment performance across a variety of domains including client portfolio performance, asset class performance, and individual manager performance.
* Deliver high-quality insights within project scope and timeframes in collaboration with other data scientists.
* Curate new and interesting data sets that support the intelligence we seek to deliver.
* Apply novel statistical methods to analyze data from varied sources.
* Participate in planning and execution activities for projects undertaken by the Investment Science Team.
* Write basic unit tests and support test-driven development/automation within the investment science code base.
* Engage in Research and Development activities and prototypes.
* Participate in peer code reviews.
* Write monitoring and validation code that monitors data objects that the team creates.
* Automate the delivery of intelligence through our cloud infrastructure.
**QUALIFICATIONS**
* Bachelor's degree in Math, Computer Science, Data Analysis, or a related field.
* 0-3 years of experience in a professional services environment.
* Experience and proficiency with coding in R or Python. Ideal candidates will have proficiency in both.
* Strong analytical skills and a passion for solving complex problems through data.
* Ability to thrive in a flexible work environment, including both in-person and remote work options.
* Excellent communication skills and a proactive approach to problem-solving.
* A curious mindset with a commitment to life-long learning.
* A keen interest in finance and investment management.
* A passion for creating useful intelligence and working with constituents to leverage that intelligence in creating better outcomes for clients.
* Eligibility to work in the US without sponsorship or restriction.
Click to learn more about how Cambridge Associates **lives our firm values** every day. ( )
Click to learn more about Cambridge Associates **invests in diversity and inclusion.** ( )
Click to learn more about our commitment to **Corporate Social Responsibility**. ( )
**EQUAL OPPORTUNITY EMPLOYMENT**
*The firm is committed to the concept and practice of equal employment opportunity, and will not* *discriminate against any employee or applicant on the basis of race, color, religion, age, sex, national origin, sexual orientation, gender identity, disability, or veteran status. It is expected that all employees will follow a similar policy toward their co-workers.*
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Non-Trading Market Risk Reporting Lead Analyst
Remote Job
**For additional information, please review .** **Non-Trading Market Risk Reporting Lead Analyst** This Non-Trading Market Risk (NTMR) Reporting role is part of Citi's Treasury CAO community and is responsible for the analysis, reporting, and supporting of the management of Citi's NTMR exposures across legal entities, geographies, and business segments.
The candidate will play a prominent role in the development of the risk reporting process and will be supporting critical organizational remediation programs whilst helping drive innovation and the migration to modern reporting and business intelligence platforms.
**Responsibilities:**
* Undertake and present detailed analysis to key stakeholders in Treasury, Risk, and Finance, of the drivers in the change of the NTMR exposures at a Country / Legal Entity level, though providing insight into areas such as balance sheet movement, changes in the portfolio structure, modelled behaviour, and market factors.
* Design time-sensitive analytics, visualizations, complex and high visibility reports across Interest Rate Risk that provide critical data to Risk and Business management for portfolio monitoring and strategic decision-making.
* Lead internal strategic initiatives and provide SME support on enterprise internal and regulatory initiatives.
* Working alongside partners in Treasury, Risk, and Finance identify emerging NTMR requirements and incorporate these within the analysis.
* Identify and drive opportunities to improve process efficiencies, technological automation and functionalities within data and reporting infrastructure.
* Work with Technology groups in automation efforts, writing business requirements documentation for new/enhanced reports and user acceptance testing.
* Deliver regular and time-sensitive ad-hoc information for regulatory requests and internal/external audit reviews.
* Implementation and enhancement of key controls and maintenance of associated process documentation.
**Ideal background:**
* 7+ years of experience in finance and/or risk data analytics.
* Strong knowledge of Interest risk / Market Risk / Liquidity concepts and basic accounting.
* Excellent fixed income product knowledge including valuation methodologies and risk metrics.
* Strong analytical and problem-solving skills, and attention to details.
* Ability to quickly analyse granular details, summarize top-level trends, identify key drivers of trends and adeptly present findings.
* Excellent written and verbal communication skills, and proven presentation skills.
* Ability to relay information to senior management in a succinct, insightful way, and negotiate internally with a broad range of stakeholders.
* Proficiency in Tableau, Power BI or other BI visualization tools.
* Professional degree equivalent to CA / MBA Finance or Postgraduates.
* Bachelor / master's degree in finance, engineering, computer science or other analytically intensive discipline will be an advantage.
**Benefits:**
* Competitive compensation package with a wide range of benefits:
+ Cafeteria Program
+ Home Office Allowance - for colleagues working in hybrid and remote work models
+ Paid Parental Leave Program - maternity leave and paternity leave
+ Private Medical Care Program and onsite medical rooms at our offices
+ Pension Plan Contribution to voluntary pension fund
+ Group Life Insurance
+ Employee Assistance Program
* Access to a wide variety of learning and development programs, online course libraries and upskilling platforms, such as Udemy and Degreed
* Flexible work arrangements to support colleagues' in managing work - life balance
* Continuous career progression opportunities across geographies and business lines
* Inclusive and friendly corporate culture
* Socially active employee communities with diverse networking opportunities
**Apply to join the world's most global bank and discover the true extent of your capabilities!**
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**Job Family Group:**
Finance------------------------------------------------------
**Job Family:**
Financial Reporting------------------------------------------------------
**Time Type:**
Full time------------------------------------------------------
Citi is an equal opportunity and affirmative action employer.
Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Citigroup Inc. and its subsidiaries ("Citi”) invite all qualified interested applicants to apply for career opportunities. 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 .
View the "" poster. View the .
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Business Development Associate
West Hartford, CT Job
The Business Development Associate participates in the team's overall business development and marketing as well as the design and updating of tailored reporting for new and existing clients. This role may accompany senior team members to meet with clients to evaluate current offerings, develop and implement new services, and strategize to find resolutions.
DUTIES and RESPONSIBILITIES:
Business Strategy & Development
Develops and applies strategies to execute the business plan to achieve desired results (i.e., to increase client base, gross production, Portfolio Management assets, performance tracking, etc.)
Identifies business opportunities
Supports Financial Advisor / Private Wealth Advisor practice management through book analysis and determination of appropriate strategies
Creates potential strategies to further enhance client relationships based on concerns and opportunities identified during client visits
Engages in strategic planning with other team members on client matters
Interacts regularly with the Complex Business Development Manager
Partners with the Financial Advisor / Private Wealth Advisor on investment recommendations and prepare reports and plans that align with client goals
Takes accountability for optimizing business practices while adhering to best business ethics and practices
Seeks opportunities to grow business by capitalizing on Firm initiatives
Focuses on building strong relationships with corporate departments and strategic partners
Evaluates, develops and implements new services in conjunction with the Financial Advisor / Private Wealth Advisor and other team members
Stays attuned to updates and enhancements to firm products and policies
Client Engagement
Actively engages clients and prospects to build relationships, identify needs and review investment goals
Leads team to establish and cultivate relationships with new and existing clients and proactively helps to resolve issues and concerns
May regularly accompany senior team members to engage with clients to educate about the firm's services and products
Serves as a client contact for administrative problem resolution and fielding general client questions on a spectrum of topics
Proactively shares targeted communications with clients leveraging digital tools available (e.g., share account information, newsletters containing opportunities, new offerings and other events)
EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS:
Education and/or Experience
5+ years of work experience in a field relevant to the position required
Four-year college degree or professional certification preferred
Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)
Additional product licenses may be required
Knowledge/Skills
Enjoys working with people and problem solving
Effective written and verbal communication skills
Strong understanding of applicable compliance rules, regulations and firm policies
Ability to interact and communicate effectively with colleagues and clients
Strong computer skills including knowledge of Microsoft Office (Word, Excel and PowerPoint)
Detail-oriented with superior organizational skills and ability to prioritize tasks
Ability and interest in working in a fast-paced, evolving environment
Reports to:
Business Service Officer
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).
IT Infrastructure Project Manager
Remote or Camas, WA Job
It's an exciting time to be a member of the Fisher Investments Technology Department. We are looking for an IT Infrastructure Project Manager to support our Infrastructure and Operations team. If you are looking for an opportunity to make a difference as we develop scalable and strategic solutions to support our global growth, we want to hear from you!
The Opportunity:
The Infrastructure Project Manager independently manages a full range of projects (and multiple Scrum teams), including the larger and more complex corporate or departmental projects and implementations. You will organize and complete projects, ensure adherence to deadlines, manage budgets, help determine the project's goals and oversee quality control. You will also coordinate the efforts of team members and third-party contractors or consultants to achieve infrastructure project success according to plan. You will report to the Infrastructure Solutions Architecture Team Lead.
The Day-to-Day:
Work with senior management to define project vision, scope, goals, and deliverables and advise on solutions to solve business problems
Manage all phases of projects to ensure projects are completed efficiently and meet the business user's requirements. Projects can be multi-year, multi-million-dollar efforts involving replacement of primary business systems and multiple departments
Define, organize, and prioritize project components. Create and maintain all timelines and budgets related to projects. Identify and manage project dependencies and project planning
Assess requirements to complete projects including implementation of solutions. Work with affected department managers to identify project participants and roles
Coordinate and oversee efforts of all participants while identifying potential issues and working with parties to resolve
Evaluate impact of new situations and proposed modifications, including severity and likelihood of outcomes on budgets and timelines
Proactively highlights and manages risks by identifying potential crises and creating contingency and mitigation plans
Work with user groups and IT to develop and provide training, resolve questions, assess user needs, and recommend changes
Ensure proper documentation for each project and assist with Scrum Master responsibilities
Your Qualifications:
5+ years of experience in IT Infrastructure and Operations Project Management domain
Understand the impact of infrastructure and operational effort on clients and customers
Experience with the business context of IT and the inherent opportunities and risks
Establish and maintain effective relationships with management staff, employees, clients, and consultants
Experience with medium to large projects involving IT Infrastructure technologies such as cloud, network, telecom, systems engineering, data center, and storage in a Microsoft Windows environment
Experience in JIRA, MS Project, and Project Portfolio Management tools
Experience in Scrum/Agile and waterfall and and experience managing projects in both
Bachelor's degree in MIS, Computer Science, Math, or other science field, or equivalent combination of education and experience
Compensation:
$120,000 - $150,000 base salary per year in the state of WA. New hires should expect to start at the lower end of the range depending on experience
Eligible for a discretionary bonus based on firm and individual performance
Why Fisher Investments:
We work for a bigger purpose: bettering the investment universe. We take great pride in our inclusive culture, our learning and development framework customized for every employee, and our Great Place to Work Certification. It's the people that make the Fisher purpose possible, and we invest in them by offering exceptional benefits like:
100% paid medical, dental and vision premiums for you and your qualifying dependents
A 50% 401(k) match, up to the IRS maximum
20 days of PTO, plus 10 paid holidays
Family Support programs including 8 week Paid Primary Caregiver Leave, fertility, family forming, and hormonal health assistance and back-up child, adult, and elder care
$10,000 fertility, hormonal health and family-forming benefit
Opportunity to participate in our hybrid work from home program. This program is subject to change. Based on tenure and performance eligibility, you will have the opportunity to work from home up to 75 days per year
FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER
AVP, Business Relationship Manager - Connecticut Area
Stamford, CT Job
The Business Relationship Manager (BRM) is responsible for proactively sourcing, acquiring, expanding, and retaining customer relationships by maximizing sales opportunities in an assigned Area, growing and retaining a book of business, and ensuring a world-class customer experience for all current and prospective clients. Individuals in this role are Subject Matter Experts (SME) on Deposit, Credit, and Cash Management products and support their assigned area branches end to end.
Responsibilities:
* Lead as the subject matter expert across a broad sales Area of assigned branches, which comprise of branch stakeholders and other Area partners (e.g. Wealth Management, Mortgage)
* Partner with cross retail segment Area peers spanning Wealth Management, Consumer and Mortgage and initiate collaboration to optimize relationships to execute sales plan
* Accountable to scorecard metrics and KPI's as defined by Senior Management
* Support the development of small business knowledge and skills to assigned branch Area team through execution of joint sales activities, ongoing training, and identifying referral opportunities
* Call on your assigned book of high valued clients, to deepen the relationship and retain their business, while owning, responding to, and proactively uncovering future needs, roadblocks, or risks for the business to achieve their goals
* Educate and introduce clients to the appropriate products and services that fit their needs and grow both the balance and revenue of your portfolio
* Manage credit requests up to $250K, and work closely with Sr. Business Bankers on lending relationships over $250K
* Develop and execute an integrated and comprehensive sales plan to achieve scorecard results, drive acquisition of new to bank clients and target industry/sectors maximizing the highest potential across designated territory
* Adhere to sales management routines, sales practices and protocols for Business Banking to ensure compliance with all policies and procedures
Client Relationship Management, Partner Collaboration, and Effective Controls
* Proactively manage portfolio of assigned high value clients. Expand business banking customer relationships by identifying needs and maximizing opportunities while ensuring customer satisfaction and retention.
* Foster teamwork and Business Banking knowledge in all assigned branches to ensure a positive customer experience. Be accountable to client service scores
* Collaborate with Consumer and Wealth business partners to deepen client relationships.
* Work closely with the credit/risk team and Branches to facilitate loan closings, including pipeline management, loan escalations / appeals and advocacy, application quality and pricing issues
* Strictly adhere to internal control policies such as the account opening and credit protocols of accurate collection, completion and updating of all required documentation.
* 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:
* Bachelor's/University degree or equivalent experience
* 2-5 years banking experience, preferably 2-3 years in Business Banking
* Exceptional consulting skills; ability to probe, listen, clarify and present information to advance sales transactions, deepen relationships
* Demonstrate analytical skills and ability to assimilate complex financial and company operating information
* Professional presentation skills
* Strong working knowledge of credit structuring and processing; credit trained preferred
* Highly effective communication and influence skills
* Customer oriented and responsive
* Superior organizational skills
* Excellent business development skills
* 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 engaging in mortgage loan originator activities, 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
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Job Family Group:
Commercial and Business Sales
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Job Family:
Retail Business/Citi Business
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Time Type:
Full time
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Primary Location:
Stamford Connecticut United States
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Primary Location Full Time Salary Range:
$98,960.00 - $148,440.00
In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.
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Anticipated Posting Close Date:
Nov 25, 2024
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Citi is an equal opportunity and affirmative action employer.
Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Citigroup Inc. and its subsidiaries ("Citi") invite all qualified interested applicants to apply for career opportunities. 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 the "EEO is the Law" poster. View the EEO is the Law Supplement.
View the EEO Policy Statement.
View the Pay Transparency Posting
Account Manager, External Wholesaler (Quebec City)
Remote Job
PIMCO is a global leader in active fixed income with deep expertise across public and private markets. We invest our clients' capital across a range of fixed income and credit opportunities, leveraging our decades of experience navigating complex debt markets. Our flexible capital base and deep relationships with issuers have helped us become one of the world's largest providers of traditional and nontraditional solutions for companies that need financing and investors who seek strong risk-adjusted returns.
Since 1971, our people have shaped our organization through a high-performance inclusive culture, in which we celebrate diverse thinking. We invest in our people and strive to imprint our CORE values of Collaboration, Openness, Responsibility and Excellence. We believe each of us is here to help others succeed and this has led to PIMCO being recognized as an innovator, industry thought leader and trusted advisor to our clients.
Role Overview
We are seeking an experienced and proven Account Manager, External Wholesaler, with deep relationships and expertise with investment advisory firms in the Quebec City market. This role involves all aspects of client relationship management and drives sales through investment advisory firms. This role involves all aspects of client relationship management and drives sales through investment advisory firms. The Account Manager will provide expertise, manage a territory of Financial Advisors, and introduce PIMCO's diverse investment strategies, building strong relationships and achieving results. The Account Manager must possess superior consultative and relationship-building skills and a thorough understanding of fixed income and alternative strategies.
Location
Quebec City
Primary Responsibilities
Maximize territory performance and drive sales to achieve and surpass net and gross sales, as well as targeted activity goals on a monthly, quarterly, and annual basis.
Collaborate with PIMCO management to formulate, execute, and accomplish a strategic territory business plan that adheres to the guiding principles of maintaining a long-term perspective and consultative sales approach.
Maintain in-depth knowledge of PIMCO's products, platforms, themes, initiatives, markets, strategies, and policies, as well as those of its clients. Ensure the highest level of compliance with all industry and PIMCO regulations, including all legislative and regulatory requirements.
Execute with precision on the PIMCO Canada business plan.
Schedule, conduct, and follow-up on activities based on agreed-upon goals. Activities include group sessions, one-on-one meetings, and educational seminars.
Grow and cultivate relationships with PIMCO's dealer group and platform partners.
Develop productive working relationship with prospects, clients, and stakeholders in the assigned territory.
Contribute to the strategic goal setting and budgets for the assigned territory.
Represent PIMCO at national, regional, and local conferences and training events as needed.
Provide feedback to PIMCO management on product demand, sales trends, and client satisfaction.
Fully embrace and seek personal and professional educational opportunities sponsored by PIMCO.
Position Requirements
Bachelor's degree required. CFA and/or MBA a plus.
Minimum of 5 years in an external wholesaler role with deep relationships and expertise in investment advisory firms in the Quebec City market.
Strong territory management skills and demonstrated track record meeting sales quotas.
Superior interpersonal and communication skills required to create meaningful and long-term relationships with financial advisors.
Strong financial services background with knowledge of investment trends and advisor practices.
Proven personal accountability and a track record of delivering results.
Demonstrated presentation and public speaking skills for group and individual sales presentations.
Ability to contribute and execute group strategy.
Thorough knowledge of PIMCO products and ability to present them in a consultative manner based on client needs.
Excellent partnership skills.
Equal Employment Opportunity and Affirmative Action Statement
PIMCO recruits and hires qualified candidates without regard to race, national origin, ancestry, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), sexual orientation, gender (including gender identity and expression), age, military or veteran status, disability (physical or mental), any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other basis such as medical condition, or marital status under applicable laws.
Applicants with Disabilities
PIMCO is an Equal Employment Opportunity/Affirmative Action employer. We provide reasonable accommodation for qualified individuals with disabilities, including veterans, in job application procedures. If you have any difficulty using our online system due to a disability and you would like to request an accommodation, you may contact us at ************ and leave a message. This is a dedicated line designed exclusively to assist job seekers with disabilities to apply online. Only messages left for this purpose will be considered. A response to your request may take up to two business days.
Information Security Risk Manager
Remote or Camas, WA Job
It's an exciting time to join Fisher Investments; we're investing in the future of our firm's technology and information security. Our business is growing internationally, which emphasizes the need to build an unparalleled team that promotes future global growth through strategic solutions and progress. We are important to supporting our firm's diverse businesses, and we are excited to continue solidifying that foundation as we add more experienced technologists to our Technology team.
The Opportunity:
The Information Security Risk Management position, reporting to the Associate VP of Information Security, will work with Information Security, Technology, Project, and Enterprise Risk Management teams to perform technology risk analysis and recommend controls. You will also develop, recommend, and implement technology risk practices following Fisher Investments Digital Asset risk management goals.
The Day-to-Day:
* Represent Information Security in Enterprise Risk Management technology reviews for Digital Assets, including evaluation of inherent risk, researching vendor practices and controls, recommending new practices and controls, and estimating residual risk
* Continuously mature Enterprise Risk Management evaluation procedures for Digital Assets
* Continuously collaborate with Information Security, Technology, and Data Privacy Subject Matter Experts to determine efficacy of technical and practical Digital Asset controls
* Research new possible technical and practical Digital Asset risk controls
* Perform security-focused risk and gap assessments to identify, document and track security risks associated with Cloud and physical IT infrastructure and services, Applications, Information systems, and Vendors/other third parties
* Identify risk levels and associated controls to manage risk levels applying both quantitative and qualitative techniques
* Translate risk management measures from technical to business language
* Provide security risk services to business owners and partners
* Understand and maintain a broad knowledge of methodologies and technologies in the area of risk assessments and controls measures
Your Qualifications:
* 3+ years of experience in Enterprise Risk Management for Digital Assets, including development of risk evaluation processes, control evaluations and recommendations, and vendor research
* 3+ years of experience in Digital Asset audit review experience (including SOC 2 Type II, SOX compliance, PCI compliance, vulnerability reports, retention policies)
* Knowledge of Information Security and risk standards and frameworks such as NIST 800-53, CIS benchmarks, OWASP, ISO-27001, and COSO
* Experience assessing risk or implementing controls in a cloud-based enterprise environment
* Extensive knowledge of information systems, risk assessment methodologies and security control technologies
* Ability to balance risks in ambiguous and complex scenarios
* Team-oriented, highly collaborative, experience leading initiatives
* Experience in GRC platforms
Compensation:
* $100,000 - $140,000 base salary per year in the state of WA. New hires should expect to start at the lower end of the range depending on experience.
* Eligible for a discretionary bonus based on firm and individual performance
Why Fisher Investments:
We work for a bigger purpose: bettering the investment universe. We take great pride in our inclusive culture, our learning and development framework customized for every employee, and our Great Place to Work Certification. It's the people that make the Fisher purpose possible, and we invest in them by offering exceptional benefits like:
* 100% paid medical, dental and vision premiums for you and your qualifying dependents
* A 50% 401(k) match, up to the IRS maximum
* 20 days of PTO, plus 10 paid holidays
* Family Support programs including 8 week Paid Primary Caregiver Leave, fertility, family forming, and hormonal health assistance and back-up child, adult, and elder care
* $10,000 fertility, hormonal health and family-forming benefit
* Opportunity to participate in our hybrid work from home program. This program is subject to change. Based on tenure and performance eligibility, you will have the opportunity to work from home up to 75 days per year
FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER
Qualifications Charles Ndoloum
Metaculus Competition
Remote Bridgewater Associates Campus Recruiting Job
Get in the Game: Bridgewater and Metaculus - a leading forecasting technology platform - will be hosting our second annual Forecasting Contest in early 2025. The competition is open to anyone who shares our organizations' mutual passion for understanding the world through data, technology, and research, and using that understanding to make informed predictions about the future. You can sign up here to be the first to know when entries for the competition open.