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Broadridge jobs in Brentwood, NY

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  • 2026 Summer Internship Program - Business

    Broadridge 4.6company rating

    Broadridge job in New York, NY

    At Broadridge, we've built a culture where the highest goal is to empower others to accomplish more. If you're passionate about developing your career, while helping others along the way, come join the Broadridge team. Broadridge is seeking high-potential students to join our Summer Internship Program, a ten-week experience beginning in June 2026, designed to provide you with experience in the Financial Technology (FinTech) sector. At Broadridge, collaboration and innovation define our culture. As a summer intern, you'll be immersed in this dynamic environment and equipped with meaningful opportunities for growth and learning. Apply now to kickstart your journey in the FinTech world with Broadridge! Potential Internship Areas: * Business Operations * Corporate Functions * Finance * Global Sales & Marketing * Innovation / Strategy * Product Management What to Expect: * Meaningful and challenging work assignments that deliver learning and skill development through practical work, mentorship, and training * Build digital literacy and strengthen your business and financial acumen * Complete a high-impact capstone project addressing real business challenges Daily responsibilities will vary depending on your role and team assignment Why Broadridge? * Jumpstart your career: Build a foundation in FinTech and gain direct insight into the Broadridge businesses that power global finance * Develop new skills: Sharpen your leadership, business, and professional expertise * Shape your future: Get the tools you need for career ownership, including personal branding resources and career coaching * Drive innovation: Join a company committed to growth and change and help us build the future of FinTech Qualifications * Currently pursuing a Bachelor's degree with a graduation date of December 2026 through Spring 2028 * GPA of a 3.0 or higher * Demonstrated leadership, teamwork, or initiative through academic, extracurricular, volunteer, or work experience * Ability to work effectively in collaborative teams to achieve organizational goals * Agile learner with a passion for learning about the FinTech industry * Must be available to report on a hybrid schedule (minimum of three days a week) in one of our Tri-State area offices * Must be available for the duration of the program: June 1st, 2026 - August 7th, 2026 Additional Information Hourly Range: $28-$38 per hour Broadridge considers various factors when evaluating a candidate's final salary including, but not limited to, relevant experience, skills, and education. Broadridge will only consider candidates who are presently authorized to work in the United States and who will not require work visa sponsorship from Broadridge now or in the future. Application Process: * Candidates who meet our initial qualifications will be contacted for a video interview with our recruitment team as a first step in our interview process. * Final business placement will be determined based on availability, skills and interest. * Application Timeline: September 2nd- November 15th. Applications will be reviewed on a rolling basis, and interested applicants are encouraged to apply as soon as possible. Program applications will close once all positions have been filled. We are dedicated to fostering a collaborative, engaging, and inclusive environment and are committed to providing a workplace that empowers associates to be authentic and bring their best to work. We believe that associates do their best when they feel safe, understood, and valued, and we work diligently and collaboratively to ensure Broadridge is a company-and ultimately a community-that recognizes and celebrates everyone's unique perspective. Use of AI in Hiring As part of the recruiting process, Broadridge may use technology, including artificial intelligence (AI)-based tools, to help review and evaluate applications. These tools are used only to support our recruiters and hiring managers, and all employment decisions include human review to ensure fairness, accuracy, and compliance with applicable laws. Please note that honesty and transparency are critical to our hiring process. Any attempt to falsify, misrepresent, or disguise information in an application, resume, assessment, or interview will result in disqualification from consideration. US applicants: Click here to view the EEOC "Know Your Rights" poster. Disability Assistance We recognize that ensuring our long-term success means creating an environment where everyone is welcome, where everyone's strengths are valued, and where everyone can perform at their best. Broadridge provides equal employment opportunities to all associates and applicants for employment without regard to race, color, religion, sex (including sexual orientation, gender identity or expression, and pregnancy), marital status, national origin, ethnic origin, age, disability, genetic information, military or veteran status, and other protected characteristics protected by applicable federal, state, or local laws. If you need assistance or would like to request reasonable accommodations during the application and/or hiring process, please contact us at ************ or by sending an email to ************************.
    $28-38 hourly Auto-Apply 60d+ ago
  • Digital Transformation Product Lead (Advisor Compensation)

    Broadridge 4.6company rating

    Broadridge job in New York, NY

    At Broadridge, we've built a culture where the highest goal is to empower others to accomplish more. If you're passionate about developing your career, while helping others along the way, come join the Broadridge team. At Broadridge, we have built a culture where the highest goal is to empower others to accomplish more. If you are passionate about growing your career while helping others along the way, join the Broadridge team. We're seeking a Digital Transformation Product Lead to partner with clients and internal teams to deliver end-to-end implementation of Broadridge's digital compensation solutions. This role translates business needs into system configurations, oversees setup, data conversion, testing, and training, and ensures successful client adoption. Acting as the bridge between business and technology, the Product Lead drives digital enablement, process improvements, and product enhancements that deliver measurable client value. Join the Digital Business Transformation team at Broadridge as we implement and expand one of our best-selling products, Broadridge Advisor Compensation Solutions (BRACS). Responsibilities: * Lead initial client discovery meetings to capture requirements, collaborating closely with client and Broadridge teams * Act as the liaison between clients and internal teams, ensuring clarity and alignment throughout the project lifecycle. * Analyze, capture and document client specific requirements, translating them into solution configurations and deliverables for Broadridge product and technology teams * Configure compensation solutions to align with client requirements, validate outputs, and support testing cycles. * Drive client setup and initial data conversion activities, ensuring accuracy and consistency across systems. * Configure the BRACS platform: leverage existing UI-based configuration options while coordinating "under-the-hood" configurations with Technology teams. * Partner with product management and technology teams to influence product enhancements based on client feedback, system best practices and industry standards * Contribute to process improvements that enhance the efficiency, scalability, and quality of solution delivery. * Deliver client training sessions, enabling client teams to effectively adopt the system. * Support client testing by answering questions, resolving defects, and ensuring test cases align with system requirements. * Create and maintain detailed documentation describing how each client system has been configured. * Provide a complete handover package to Support teams post go-live, ensuring smooth transition to production support and ongoing management by client servicing. Qualifications: * 5+ years of relevant professional experience, ideally in client-facing business analyst, systems implementation, or financial technology roles. * Prior experience in advisor compensation, wealth management, or incentive/commission solutions is required. * Strong experience in client-facing business analysis, solution delivery, or consulting roles (financial services industry experience preferred). * A client-focused Implementation Business Analyst who serves as the bridge between clients and Broadridge Product Management, and Technology. * Proficiency with requirements documentation tools (e.g., JIRA, Confluence) and solution configuration platforms. * Background in FinTech, financial services, wealth management compensation and / or enterprise SaaS implementations strongly preferred. * Strong skills in requirements elicitation, documentation, and process mapping. * Ability to work independently while collaborating within cross-functional teams. * Experience in system configuration, data conversion, and / or client onboarding. * Bachelor's degree or higher, or equivalent practical experience. * A strong communicator who can engage directly with clients to lead requirement gathering, and translate requirements into system configurations, guiding the client through recommendations and the proposed implementation process. * A detail-oriented professional who is comfortable with hands-on configuration and supporting client adoption of new technology. * Strong problem-solving skills, with the ability to manage complexity and simplify information for clear decision-making. * A self-starter who thrives in a dynamic, collaborative environment and is able to manage responsibilities across multiple phases of implementation projects. Compensation Range: The salary range for this position is between $120,000 - $125,000. Broadridge considers various factors when evaluating a candidate's final salary including, but not limited to, relevant experience, skills, and education. Bonus Eligibility: Bonus Eligible * Benefits Information: Please visit ************************** for information on our comprehensive benefit offerings. for this role. * All Colorado employees receive paid sick leave in compliance with the Colorado Healthy Families and Workplaces Act and other legally required benefits, as applicable. * Apply by clicking the application link and submitting your information. The deadline to apply for this role is 3/1/2026. * #LI-PP1 We are dedicated to fostering a collaborative, engaging, and inclusive environment and are committed to providing a workplace that empowers associates to be authentic and bring their best to work. We believe that associates do their best when they feel safe, understood, and valued, and we work diligently and collaboratively to ensure Broadridge is a company-and ultimately a community-that recognizes and celebrates everyone's unique perspective. Use of AI in Hiring As part of the recruiting process, Broadridge may use technology, including artificial intelligence (AI)-based tools, to help review and evaluate applications. These tools are used only to support our recruiters and hiring managers, and all employment decisions include human review to ensure fairness, accuracy, and compliance with applicable laws. Please note that honesty and transparency are critical to our hiring process. Any attempt to falsify, misrepresent, or disguise information in an application, resume, assessment, or interview will result in disqualification from consideration. US applicants: Click here to view the EEOC "Know Your Rights" poster. Disability Assistance We recognize that ensuring our long-term success means creating an environment where everyone is welcome, where everyone's strengths are valued, and where everyone can perform at their best. Broadridge provides equal employment opportunities to all associates and applicants for employment without regard to race, color, religion, sex (including sexual orientation, gender identity or expression, and pregnancy), marital status, national origin, ethnic origin, age, disability, genetic information, military or veteran status, and other protected characteristics protected by applicable federal, state, or local laws. If you need assistance or would like to request reasonable accommodations during the application and/or hiring process, please contact us at ************ or by sending an email to ************************.
    $120k-125k yearly Auto-Apply 19d ago
  • SQL Production Support

    Prutech Solutions, Inc. 4.6company rating

    New York, NY job

    The IT Product Support Specialist is responsible for providing technical assistance and support to the users. This role involves diagnosing and resolving technical issues, guiding users through solutions, and collaborating with development and product teams to enhance user experience and product functionality. The ideal candidate is a problem-solver with excellent communication skills and a passion for helping others. Job Duties: Provide first-line and second-line technical support to end-users for IT products and applications. Diagnose, troubleshoot, and resolve technical hardware and software issues, escalating complex problems to higher-tier support or relevant development teams when necessary. Guide users through step-by-step solutions, clearly explaining technical concepts in an understandable manner. Document all support interactions, troubleshooting steps, and resolutions in the ticketing system to maintain a comprehensive knowledge base. Contribute to the creation and maintenance of support documentation, FAQs, and user guides to empower self-service. Identify recurring technical issues and trends, providing feedback to product development and engineering teams for continuous improvement. Participate in testing new product features or updates to ensure readiness for user adoption. Maintain a high level of customer satisfaction through professional, empathetic, and efficient support. Adhere to IT support best practices, service level agreements (SLAs), and security policies. Qualifications and Requirements: Bachelor's degree in information technology, computer science, or a related field; or equivalent practical experience. Proficient in writing SQL queries using Microsoft SQL Server 2+ years of experience in IT support, technical support, help desk, or a similar customer-facing technical role. Technical Skills: Strong proficiency in troubleshooting hardware (e.g., desktops, laptops, peripherals) and software (e.g., operating systems, common business applications). Familiarity with network fundamentals. Experience with ticketing systems and remote support tools. EEOE
    $105k-143k yearly est. 2d ago
  • Senior Dotnet Developer

    Prutech Solutions, Inc. 4.6company rating

    New York, NY job

    Application Developer Qualifications and Requirements: 14+ years of professional software development experience. Expert proficiency in C# and the .NET / .NET Core framework. 3+ years of experience working specifically with HL7 messaging standards (v2), including detailed knowledge of segments like PID, PV1, OBR, ORC, and message types like ORM (Orders) and ORU (Results). Demonstrable experience developing and deploying services using ASP.NET Core (Web API, Microservices). Strong understanding of modern architectural patterns (e.g., Microservices, Event-Driven Architecture). Proficiency in SQL and experience with SQL Server, including stored procedures and complex query optimization. Experience with SSIS packages. Experience with reporting tools such as SSRS, Power BI, or similar platforms. Familiarity with cloud platforms (preferably Azure, including App Services, Functions, and Service Bus/Event Hub). Bachelor's degree in computer science or a related field. EEOE
    $109k-144k yearly est. 5d ago
  • Customer Engagement Manager

    SS&C Technologies 4.5company rating

    New York, NY job

    As a leading financial services and healthcare technology company based on revenue, SS&C is headquartered in Windsor, Connecticut, and has 27,000+ employees in 35 countries. Some 20,000 financial services and healthcare organizations, from the world's largest companies to small and mid-market firms, rely on SS&C for expertise, scale, and technology. Job Description Customer Engagement Manager Locations: New York | Hybrid Get To Know Us: SS&C Intralinks is a global technology provider of inter-enterprise content management and collaboration solutions. Its products serve the enterprise collaboration and strategic transaction markets, enabling the exchange, control, and management of information between organizations. About the Team: The CEM is an integral role within the global Deal Services organization, nested within the larger Global Technical Sales organization. Within their responsible region, the CEM will define Deal Service solutions based on the client's business needs. The CEM will also work closely with core stakeholders within Field Sales, Sales Engineers, Customer Success and Legal. Additionally, the CEM will have a cadence and work closely with our Marketing, PMO, SOC, Tech Ops, Finance/Billing and Product Management organizations. Why You Will Love It Here! * Flexibility: Hybrid Work Model and Business Casual Dress Code, including jeans * Your Future: 401k Matching Program, Professional Development Reimbursement * Work/Life Balance: Flexible Personal/Vacation Time Off, Sick Leave, Paid Holidays * Your Wellbeing: Medical, Dental, Vision, Employee Assistance Program, Parental Leave * Wide Ranging Perspectives: Committed to Celebrating the Variety of Backgrounds, Talents and Experiences of Our Employees * Training: Hands-On, Team-Customized, including SS&C University * Extra Perks: Discounts on fitness clubs, travel and more! What You Will Get To Do: * Interface with advisors, corporates and other business stakeholders on the discovery, scoping and sale of our Deal Services offerings * Understand client business needs, gather requirements and recommend best practices through direct client interaction * Work closely with cross-functional teams to assemble services that meet the client's needs * Prepare cost and timeline estimates, and set client expectations * Manager opportunities and pipeline * Communicate requirements and handover deals to the Deal Service delivery team for execution * Drive sales initiatives across the Field Sales organization to drive overall Deal Services performance What You Will Bring: * Bachelors in business management or other related fields * 3+ years of experience in a Sales-type role. * Experience working with cross-functional teams including Customer Service, Product Management, Field Sales, Pre-sales, Legal, Marketing, and Finance. * Demonstrated ability to think strategically about business, product, and technical challenges, with the ability to build and convey compelling value propositions. * Strong organizational skills, with the ability to work on multiple opportunities with multiple deadlines. * Excellent listening, oral, and written communication skills. * Self-starter with the ability to work independently and manage priorities. * Ability to work under pressure in a fast-paced environment and think outside the box. * Interface with customers, colleagues, management, and project stakeholders, as needed, to ensure overall project success. * Optimally, has a balanced combination of large corporate and small, entrepreneurial company backgrounds. * Detail and goal oriented. * Understands financial markets (e.g. M&A, Corporate, Loans, Asset Management, Private Equity, etc.) Thank you for your interest in SS&C! If applicable, to further explore this opportunity, please apply directly with us through our Careers page on our corporate website @ ************************ #LI-JP1 #CA-JP #LI-Intralinks Unless explicitly requested or approached by SS&C Technologies, Inc. or any of its affiliated companies, the company will not accept unsolicited resumes from headhunters, recruitment agencies, or fee-based recruitment services. SS&C offers excellent benefits including health, dental, 401k plan, tuition and professional development reimbursement plan. SS&C Technologies is an Equal Employment Opportunity employer and does not discriminate against any applicant for employment or employee on the basis of race, color, religious creed, gender, age, marital status, sexual orientation, national origin, disability, veteran status or any other classification protected by applicable discrimination laws. Salary is determined by various factors including, but not limited to, relevant work experience, job related knowledge, skills, abilities, business needs, and geographic regions. NY: Salary range for the position: $75,000 plus commissions USD to $90,000 plus commissions - On Target earnings $135k - $150k USD.
    $135k-150k yearly Auto-Apply 21d ago
  • Sales Executive - Embedded Finance

    Fiserv 4.4company rating

    New York, NY job

    Calling all innovators - find your future at Fiserv. We're Fiserv, a global leader in Fintech and payments, and we move money and information in a way that moves the world. We connect financial institutions, corporations, merchants and consumers to one another millions of times a day - quickly, reliably, and securely. Any time you swipe your credit card, pay through a mobile app, or withdraw money from the bank, we're involved. If you want to make an impact on a global scale, come make a difference at Fiserv. Job Title Sales Executive - Embedded Finance What does a successful Issuer Sales Executive, Embedded Finance do at Fiserv? The Issuer sales team supports our largest financial institutions with all their issuing needs. In this senior role, you will leverage your extensive sales expertise and Embedded Finance experience to help our clients push innovation and differentiate themselves from their market competitors using Fiserv solutions. As a Sales Executive, you will be responsible for managing a geographically based portfolio of clients, providing them with industry best practices, and strategic input to deepen our overall partnership and forge new partnerships. What you will do: Identify and prospect new business opportunities within the payments industry to sell Fiserv products and services. Manage the acquired sales from close to implementation. Conduct product demonstrations and presentations to potential clients to showcase the benefits of our payment solutions. Continually illustrate the value of the Fiserv partnership by providing measurement data such as ROIs and program performance updates. Conduct a regular cadence of communication with the client at all levels and disciplines by effectively articulating the Fiserv value proposition. Build and nurture strong relationships in your assigned territory with C-suite and operational level leadership. Ensure proactive accountability to the client leading to enhanced client experience and retention. Coordinate the appropriate resources to meet varying client requirements including product specialists, solution consultants, and service sales to generate new business opportunities. What you will need to have: Seasoned background and experience in the Embedded Finance space 8+ years of sales experience in the payments industry. Proven experience effectively interacting with all levels of clients, including executive-level management. Ability to travel 50%. Bachelor's degree in Business, Marketing, or a related field, and/or equivalent military experience. What would be great to have: Knowledge of industry trends and the competitive landscape to stay ahead of the game. 8+ years of experience in using CRM systems to manage sales pipelines and track progress. A Master's degree in Business, Marketing, or a related field. Perks at Work: We're #FiservProud of our commitment to your overall well-being with a growing offering of physical, mental, emotional, and financial benefits from day one. Maintain a healthy work-life balance with paid holidays, generous time off policies, including Recharge & Refuel time for qualifying associates, and free counseling through our EAP. Plan for your future with competitive salaries, the Fiserv 401(k) Savings Plan, and our Employee Stock Purchase Plan. Recognize and be recognized by colleagues with our Living Proof program where you can exchange points for a variety of rewards. Prioritize your health with a variety of medical, dental, vision, life and disability insurance options and a range of well-being resources through our Fuel Your Life program. Advance your career with training, development, certification, and internal mobility opportunities. Join Employee Resource Groups that promote our diverse and inclusive culture where associates can share perspectives, exchange ideas, and elevate careers. You must currently possess valid and unrestricted U.S. work authorization to be considered for this role. Individuals with temporary visas including, but not limited to, F-1 (OPT, CPT, STEM), H-1B, H-2, or TN, or any candidate requiring sponsorship, now or in the future, will not be considered for this role. Salary Range $114,900.00 - $244,600.00 These pay ranges apply to employees in New Jersey and New York. Pay ranges for employees in other states may differ. It is unlawful to discriminate against a prospective employee due to the individual's status as a veteran. For commission eligible employees, the successful candidate is eligible to earn commissions pursuant to the terms of the applicable Fiserv Sales Compensation Plan. Thank you for considering employment with Fiserv. Please: Apply using your legal name Complete the step-by-step profile and attach your resume (either is acceptable, both are preferable). Our commitment to Equal Opportunity: Fiserv is proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, gender, gender identity, sexual orientation, age, disability, protected veteran status, or any other category protected by law. If you have a disability and require a reasonable accommodation in completing a job application or otherwise participating in the overall hiring process, please contact *******************. Please note our AskHR representatives do not have visibility to your application status. Current associates who require a workplace accommodation should refer to Fiserv's Disability Accommodation Policy for additional information. Note to agencies: Fiserv does not accept resume submissions from agencies outside of existing agreements. Please do not send resumes to Fiserv associates. Fiserv is not responsible for any fees associated with unsolicited resume submissions. Warning about fake job posts: Please be aware of fraudulent job postings that are not affiliated with Fiserv. Fraudulent job postings may be used by cyber criminals to target your personally identifiable information and/or to steal money or financial information. Any communications from a Fiserv representative will come from a legitimate Fiserv email address.
    $80k-111k yearly est. Auto-Apply 10d ago
  • Associate Technical Account Manager

    SS&C Technologies 4.5company rating

    New York, NY job

    As a leading financial services and healthcare technology company based on revenue, SS&C is headquartered in Windsor, Connecticut, and has 27,000+ employees in 35 countries. Some 20,000 financial services and healthcare organizations, from the world's largest companies to small and mid-market firms, rely on SS&C for expertise, scale, and technology. Job Description Associate Managed Services Technical Account Manager Get To Know The Team: The Managed Services Technical Account Manager is responsible for the ongoing delivery of high quality service to Managed Services clients. The Steady State Managed Services Technical Account Manager functions as a business analyst and as a central point of contact for SS&C | Advent's most complex clients, managing their technical and operational needs related to their Managed Services. Why You Will Love It Here! * Flexibility: Hybrid Work Model and a Business Casual Dress Code, including jeans * Your Future: 401k Matching Program, Professional Development Reimbursement * Work/Life Balance: Flexible Personal/Vacation Time Off, Sick Leave, Paid Holidays * Your Wellbeing: Medical, Dental, Vision, Employee Assistance Program, Parental Leave * Wide Ranging Perspectives: Committed to Celebrating the Variety of Backgrounds, Talents and Experiences of Our Employees * Training: Hands-On, Team-Customized, including SS&C University * Extra Perks: Discounts on fitness clubs, travel and more! What You Will Get To Do: * Be the assigned account owner for SS&C | Advent's largest and most complex Managed Services clients * Be responsible for the ongoing delivery of high-quality service to Managed Services clients * Function as a business analyst and as a central point of contact for SS&C | Advent's most complex clients, managing their technical and operational needs related to their Managed Services solution * Have a detailed understanding of clients' Managed Services dedicated environments, including all SS&C |Advent products, integration points, customization, automation and workflow, and manages projects with other SS&C teams * Be responsible for high priority issue management and be an important contributor to major product and infrastructure upgrade planning * Evaluate product workflows and automation systems for Managed Services clients * Maintain client automation workflows * Manage product and infrastructure issues to resolution * Advocate for client success on the Managed Services solution and work in collaboration with the Customer Success Manager throughout the custom lifecycle What You Will Bring: * 5 years' experience in SS&C | Advent technical support, systems support, professional services and/or account management * Deep knowledge of Advent Portfolio Exchange (APX) and Advent Custodial Data (ACD) * Deep knowledge of back and middle office services such as account reconciliation, market data management, and account performance * Strong knowledge of data related workflow and automation in the SS&C | Advent product platform, including 3rd party integration * Knowledge of networking topologies and virtualized systems such as VMWare and Citrix * Knowledge of Microsoft SQL Server * Ability to manage multiple projects/responsibilities to planned deadlines and expectations * Ability to communicate information and conduct training effectively to a broad audience Thank you for your interest in SS&C! To further explore this opportunity, please apply through our careers page on the corporate website at ************************ #LI-HYBRID #LI-DS3 Unless explicitly requested or approached by SS&C Technologies, Inc. or any of its affiliated companies, the company will not accept unsolicited resumes from headhunters, recruitment agencies, or fee-based recruitment services. SS&C offers excellent benefits including health, dental, 401k plan, tuition and professional development reimbursement plan. SS&C Technologies is an Equal Employment Opportunity employer and does not discriminate against any applicant for employment or employee on the basis of race, color, religious creed, gender, age, marital status, sexual orientation, national origin, disability, veteran status or any other classification protected by applicable discrimination laws. Salary is determined by various factors including, but not limited to, relevant work experience, job related knowledge, skills, abilities, business needs, and geographic regions. NY: Salary range for the position: 65,000 USD to 110,000 USD. Washington: Salary range for the position: 65,000 USD to 110,000 USD. California: Salary range for the position: 65,000 USD to 110,000 USD. Colorado: Salary range for the position: 65,000 USD to 110,000 USD.
    $119k-171k yearly est. Auto-Apply 5d ago
  • Customer Service Support

    Transunion 4.2company rating

    White Plains, NY job

    TransUnion's Job Applicant Privacy Notice Personal Information We Collect Your Privacy Choices What We'll Bring: At TransUnion, we strive to build an environment where our associates are in the driver's seat of their professional development, while having access to help along the way. We encourage everyone to pursue passions and take ownership of their careers. With the support of colleagues and mentors, our associates are given the tools needed to get where they want to go. Regardless of job titles, our associates have the opportunity to learn new things and be a leader every day. Come be a part of our team - you'll work with great people, pioneering products and cutting-edge technology. This is an entry-level support position responsible for providing an amazing and memorable customer service experience with each direct interaction. This position supports both internal and external B2B customers through designated support channels such as telephone and electronic mediums. This customer-centric role will focus on a variety of operational and technical support requests related to desktop, applications, and user access needs. What You'll Bring: * High School Diploma required, associate or bachelor's degree from an accredited college or university, or equivalent experience desired. * experience in a Customer Call Center environment. Impact You'll Make: * Provide customer service to all our internal and external customers by being courteous, polite and friendly toward all those we serve. Acknowledge and address customer's issues immediately in order to determine the overall support needs and proper resolution path. * Search Knowledge Base articles and/or Standard Operating Procedures for possible resolutions or the escalation of individual requests to an elevated support team for further assistance. Actively and energetically participate in departmental programs that promote and deliver exceptional customer service to those we serve. * Provide first level technical support and triage by receiving, processing, and responding to work requests for timely resolutions through a variety of support channels including email, telephone, ITSM ticketing system, and email. Independently owning the customer experience throughout support engagement. * Assess customer support needs by guiding and assisting customers in established procedures for requesting equipment, relocations, software installation, sign on or programming changes. * Fully document all associated resolutions/ actions taken in ITSM ticking system; including, description of incident, troubleshooting methods performed, and actions taken to final resolution. * Assist Tier 2/ 3 Team Members on support projects and departmental operations as engaged or requested. Qualified applicants with arrest or conviction records will be considered for employment in accordance with applicable law, including the Los Angeles County Fair Chance Ordinance for Employers, the San Francisco Fair Chance Ordinance, Fair Chance Initiative for Hiring Ordinance, and the California Fair Chance Act. Adherence to Company policies, sound judgment and trustworthiness, working safely, communicating respectfully, and safeguarding business operations, confidential and proprietary information, and the Company's reputation are also essential expectations of this position. This is a hybrid position and involves regular performance of job responsibilities virtually as well as in-person at an assigned TU office location for a minimum of two days a week. Benefits: TransUnion provides flexible benefits including flexible time off for exempt associates, paid time off for non-exempt associates, up to 12 paid holidays per year, health benefits (including medical, dental, and vision plan options and health spending accounts), mental health support, disability benefits, up to 12 weeks of paid parental leave, adoption assistance, fertility planning coverage, legal benefits, long-term care insurance, commuter benefits, tuition reimbursement, charity gift matching, employee stock purchase plan, 401(k) retirement savings with employer match, and access to TransUnion's Employee Resource Groups. Spousal, domestic partner, and other eligible dependent coverage is available on select health and welfare plans. We are committed to being a place where diversity is not only present, it is embraced. As an equal opportunity employer, all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability status, veteran status, genetic information, marital status, citizenship status, sexual orientation, gender identity or any other characteristic protected by law. Additionally, in accordance with Section 503 of the Rehabilitation Act of 1973 and the Vietnam Era Veterans' Readjustment Assistance Act of 1974, TransUnion takes affirmative action to employ and advance in employment qualified individuals with a disability and protected veterans in all levels of employment and develops annual affirmative action plans. Components of TransUnion's Affirmative Action Program for individuals with disabilities and protected veterans are available for review to any associate or applicant for employment upon request by contacting ********************. Pay Scale Information : The pay range for this position is $19.83 - $33.05 per hour. *The pay range for this position reflects a reasonable estimate of the range of compensation for this job. At TransUnion, actual compensation is based on careful consideration of additional factors such as (but not limited to) an individual's education, training, work experience, job-related skill set, location, and industry knowledge, as well as the scope and responsibilities of the position and market considerations. Regular, fulltime non-sales positions may be eligible to participate in TransUnion's annual bonus plan. Certain positions may be also eligible for long-term incentives and other payments based on applicable company guidance and plan documents. TransUnion's Internal Job Title: Rep II, IT Support Company: TransUnion LLC
    $19.8-33.1 hourly Auto-Apply 6d ago
  • Senior Legal Counsel - Morningstar DBRS

    Morningstar Inc. 4.5company rating

    New York, NY job

    Morningstar DBRS is a dynamic, global organization that operates within a highly regulated industry. We are seeking a Senior Legal Counsel ("SLC") who will be based in either New York, Chicago or Toronto. The SLC will report directly to the Morningstar Global Head of Regulatory Strategy and Advisory, Legal, a direct report of the Chief Legal Officer. The SLC will have a direct report - an attorney in Madrid covering Europe and will work in close coordination with an attorney in Toronto covering North America. The SLC will work closely with Morningstar DBRS's business leaders and will be responsible for the leadership, development and management of legal affairs for commercial activity across all jurisdictions in which Morningstar DBRS carries on business. As a critical member of the Morningstar DBRS team, the SLC will be expected to operate at a strategic level in a fast-paced, dynamic environment; to advise business leaders and assist in making informed and balanced decisions to help shape and move the business forward. This role requires the SLC to think strategically about the growth of the Morningstar DBRS business internationally but also requires the SLC to efficiently manage several different commercial matters simultaneously with an emphasis on getting the work done. Responsibilities: Given the amount and variety of activity, coupled with the evolving culture of Morningstar DBRS as a result of continuous growth, as well as the evolving landscape in the various jurisdictions, the SLC will need to be very hands-on and have the ability to deal with a broad range of commercial legal matters. While not an exhaustive list, here are some examples of day-to-day activities the SLC will be involved in: * Providing legal support to commercial business initiatives and supporting the Morningstar DBRS business development team in carrying out their activities. This will include negotiating and advising on letters of engagement, confidentiality agreements, requests for proposals and due diligence inquiries with/from companies seeking to engage Morningstar DBRS to assign credit ratings * Negotiating and advising on credit rating data feed agreements and website subscriptions; and supporting the Morningstar DBRS data products team in carrying out their activities * Reviewing, negotiating and advising on non-reliance and hold harmless letters from accounting firms and others providing reports in the credit analytical function and supporting the Morningstar DBRS credit analytics teams in relation to this * Negotiation, drafting, and reviewing of Morningstar DBRS commercial contracts related to data service providers, sponsorship agreements, procurement contracts and other agreements * Maintaining and organizing the relevant contractual documentation in a logical and systemic manner * Working closely with the Morningstar DBRS Compliance team, the Morningstar Legal team and the Morningstar DBRS teams to ensure that Morningstar DBRS is properly managing legal compliance and regulatory responsibilities as well as ensuring commercial practicality and protecting the organization's reputation * Ensuring that Morningstar DBRS commercial activities are conducted in accordance with applicable laws and the commercial requirements of those with whom it does business * In conjunction with the Morningstar Privacy team, reviewing Morningstar DBRS processes to ensure that Morningstar DBRS complies with all applicable data protection legislation * Serving as a resource in the maintenance of corporate filings, opening of offices in new markets, managing and coordinating legal aspects related to Morningstar DBRS * Keeping abreast of legal developments, particularly those affecting the credit rating agency industry * Other matters as assigned and/or determined from time to time Qualifications * Law degree * Must be admitted to practice as a lawyer in Illinois, New York or Ontario; other jurisdictions are an advantage * At least 10 years of financial services experience, ideally in a regulated business, coordinating with regulatory and compliance teams * Knowledge and familiarity with structured finance, credit ratings and capital markets is an asset * Experience in managing a small team as part of a broader global team is an advantage Attributes: * Strong business acumen * Leadership skills, gravitas and the ability to influence * Integrity and a high degree of professional ethics * Excellent judgement and analytical skills * First class interpersonal and communication skills * Superior drafting, problem-solving and attention to detail skills * Proven capability to work independently * Collaborative teammate and colleague About Us Morningstar DBRS is a leading provider of independent rating services and opinions for corporate and sovereign entities, financial institutions, and project and structured finance instruments globally. Rating more than 4,000 issuers and 60,000 securities, it is one of the top four credit rating agencies in the world. Morningstar DBRS empowers investor success by bringing more transparency and a much-needed diversity of opinion in the credit rating industry. Our approach and size allow us to be nimble enough to respond to customers' needs in their local markets, but large enough to provide the necessary expertise and resources they require. Market innovators choose to work with us because of our agility, tech-forward approach, and exceptional customer service. Morningstar DBRS is the next generation of credit ratings. Compensation and Benefits At Morningstar we believe people are at their best when they are at their healthiest. That's why we champion your wellness through a wide-range of programs that support all stages of your personal and professional life. Here are some examples of the offerings we provide: * Financial Health * 75% 401k match up to 7% * Stock Ownership Potential * Company provided life insurance - 1x salary + commission * Physical Health * Comprehensive health benefits (medical/dental/vision) including potential premium discounts and company-provided HSA contributions (up to $500-$2,000 annually) for specific plans and coverages * Additional medical Wellness Incentives - up to $300-$600 annual * Company-provided long- and short-term disability insurance * Emotional Health * Trust-Based Time Off * 6-week Paid Sabbatical Program * 6-Week Paid Family Caregiving Leave * Competitive 8-24 Week Paid Parental Bonding Leave * Adoption Assistance * Leadership Coaching & Formal Mentorship Opportunities * Annual Education Stipend * Tuition Reimbursement * Social Health * Charitable Matching Gifts program * Dollars for Doers volunteer program * Paid volunteering days * 15+ Employee Resource & Affinity Groups Base Salary Compensation Range $161,741.00 - 291,130.00 USD Annual Incentive Target Percentage 35% Annual If you receive and accept an offer from us, we require that personal and any related investments be disclosed confidentiality to our Compliance team (days vary by region). These investments will be reviewed to ensure they meet Code of Ethics requirements. If any conflicts of interest are identified, then you will be required to liquidate those holdings immediately. In addition, dependent on your department and location of work certain employee accounts must be held with an approved broker (for example all, U.S. employee accounts). If this applies and your account(s) are not with an approved broker, you will be required to move your holdings to an approved broker. Morningstar's hybrid work environment gives you the opportunity to collaborate in-person each week as we've found that we're at our best when we're purposely together on a regular basis. In most of our locations, our hybrid work model is four days in-office each week. A range of other benefits are also available to enhance flexibility as needs change. No matter where you are, you'll have tools and resources to engage meaningfully with your global colleagues. R06_DBRSInc DBRS, Inc. - US Legal Entity
    $161.7k-291.1k yearly Auto-Apply 25d ago
  • Associate Sales Development Representative

    SS&C Technologies 4.5company rating

    New York, NY job

    As a leading financial services and healthcare technology company based on revenue, SS&C is headquartered in Windsor, Connecticut, and has 27,000+ employees in 35 countries. Some 20,000 financial services and healthcare organizations, from the world's largest companies to small and mid-market firms, rely on SS&C for expertise, scale, and technology. Job Description Sales Development Representative - GIDS Location: New York, NY Get To Know The Team: You will have the opportunity to work in a collaborative team environment alongside seasoned sales professionals. Sales Development Representatives will play a key role in generating new business opportunities for SS&C. You will be responsible for servicing inbound and outbound sales and other related inquiries with a focus on engaging and qualifying all prospective customers. This role is one of the first touch points for prospects and should set the tone for the sales cycle. In this position, you'll manage the lead lifecycle from initial inquiry to qualification and transition to the Sales Team upon completion of the Rotational Program. The ideal candidate is highly driven, results-oriented, enthusiastic to learn about the financial industry, coachable, and ambitious. Why You Will Love It Here! * Flexibility: Hybrid Work Model and Business Casual Dress Code, including jeans * Your Future: 401k Matching Program, Professional Development Reimbursement * Work/Life Balance: Flexible Personal/Vacation Time Off, Sick Leave, Paid Holidays * Your Wellbeing: Medical, Dental, Vision, Employee Assistance Program, Parental Leave * Wide Ranging Perspectives: Committed to Celebrating the Variety of Backgrounds, Talents and Experiences of Our Employees * Training: Hands-On, Team-Customized, including SS&C University * Extra Perks: Discounts on fitness clubs, travel and more! What You Will Get To Do: * Qualify and pass inbound leads by responding to phone calls and web-form submissions in a timely manner * Make daily outbound calls to identify new prospects and generate high-quality opportunities for SS&C's larger sales organization * Understand and record the technological challenges and business needs of our clients and prospects through active listening and effective questioning * Provide qualified opportunities to field/client sales organizations to further account development * Research pertinent prospect information using multiple sources and input data into CRM, making updates as new interactions occur and more information is gathered * Understand the products and services offered by SS&C's larger portfolio of services and platforms; and regularly enhance said knowledge through self-study and scheduled internal trainings * Comply with established Sales Development processes and procedures and quickly adopt new ones as required * Maintain strong working relationships across multiple teams, across different departments, and across different regions; both internal and external * Shadow calls and product demos with Sales team to better understand SS&C's full sales lifecycle What You Will Bring: * A strong curiosity and passion to learn more about the financial services industry * Self-motivated, team player that has a positive can-do attitude * Ability to receive and implement coaching and feedback to apply best practices * Enthusiasm and interest in pursuing a career in sales * Ability to form relationships with colleagues, prospects and customers through strong interpersonal skills * Detailed-oriented and has excellent written and verbal communication skills as well strong organizational skills with the ability to handle multiple ongoing projects * Skilled and active listener who can understand and empathize with customer and prospect needs and respond accordingly * BA/BS required Thank you for your interest in SS&C! To further explore this opportunity, please apply through our careers page on the corporate website at ************************ #LI-JP1 #CA-JP Unless explicitly requested or approached by SS&C Technologies, Inc. or any of its affiliated companies, the company will not accept unsolicited resumes from headhunters, recruitment agencies, or fee-based recruitment services. SS&C offers excellent benefits including health, dental, 401k plan, tuition and professional development reimbursement plan. SS&C Technologies is an Equal Employment Opportunity employer and does not discriminate against any applicant for employment or employee on the basis of race, color, religious creed, gender, age, marital status, sexual orientation, national origin, disability, veteran status or any other classification protected by applicable discrimination laws. Salary is determined by various factors including, but not limited to, relevant work experience, job related knowledge, skills, abilities, business needs, and geographic regions. NY: Salary range for the position: $75,000 plus bonus USD to $85,000 plus bonus USD.
    $75k yearly Auto-Apply 21d ago
  • Index Data Sales Director

    Morningstar Inc. 4.5company rating

    New York, NY job

    The Group: Morningstar, Inc., a leading global provider of independent investment research, is looking for an experienced sales individual to serve in Morningstar's Index business. The Index business is responsible for the creation and distribution of Morningstar's Index intellectual property. The group administers an extensive range of existing indexes and develops new, innovative offerings for use by asset managers and asset owners in serving their client's investment needs. The Role: Morningstar Indexes team seeks a highly motivated Index Sales Director focused on growing a book of assigned clients and prospects in the Asset Manager, Wealth Manager, Market Maker, Hedge Fund and Bank/Broker Dealer client segments. You'll represent Morningstar's suite of Index data products and will collaborate with on opportunities for Index data solutions. Because this role covers a wide range of opportunities, it will require approximately 25% travel. This position will be based in Chicago or New York. Responsibilities: * Exceed revenue targets. * Forecast and proactively uncover short term and long-term strategic sales opportunities with clients and prospects. * Proactively collaborate with Index Customer Success and Product teams to determine optimal solutions for sales opportunities. * Document activities in CRM system. * Master product demonstrations and knowledge of product capabilities and benefits. * Establish and build key client relationships individually and in strong collaboration with the Strategic Account Sales team. What You Will Bring: * Candidates should have at least five years of sales and account management experience in the index industry. * Proven track record of exceeding prior annual sales targets. * Ability to build long-term client relationships with executive and senior leadership within an assigned book of business through a hands-on, collaborative, organized approach. * Excellent verbal and written communication abilities and the ability to deliver professional and persuasive presentations. * Ability to understand complex investment concepts across active and passive investment products. Requirements * A bachelor's degree required; MBA or CFA a plus. Base Salary Range: $185,000-$220,000 Sales Incentive: 60% of base salary Compensation and Benefits At Morningstar we believe people are at their best when they are at their healthiest. That's why we champion your wellness through a wide-range of programs that support all stages of your personal and professional life. Here are some examples of the offerings we provide: * Financial Health * 75% 401k match up to 7% * Stock Ownership Potential * Company provided life insurance - 1x salary + commission * Physical Health * Comprehensive health benefits (medical/dental/vision) including potential premium discounts and company-provided HSA contributions (up to $500-$2,000 annually) for specific plans and coverages * Additional medical Wellness Incentives - up to $300-$600 annual * Company-provided long- and short-term disability insurance * Emotional Health * Trust-Based Time Off * 6-week Paid Sabbatical Program * 6-Week Paid Family Caregiving Leave * Competitive 8-24 Week Paid Parental Bonding Leave * Adoption Assistance * Leadership Coaching & Formal Mentorship Opportunities * Annual Education Stipend * Tuition Reimbursement * Social Health * Charitable Matching Gifts program * Dollars for Doers volunteer program * Paid volunteering days * 15+ Employee Resource & Affinity Groups Morningstar's hybrid work environment gives you the opportunity to collaborate in-person each week as we've found that we're at our best when we're purposely together on a regular basis. In most of our locations, our hybrid work model is four days in-office each week. A range of other benefits are also available to enhance flexibility as needs change. No matter where you are, you'll have tools and resources to engage meaningfully with your global colleagues.
    $185k-220k yearly Auto-Apply 20d ago
  • Editorial Director - Marketing

    Transunion 4.2company rating

    New York, NY job

    TransUnion's Job Applicant Privacy Notice Personal Information We Collect Your Privacy Choices What We'll Bring: At TransUnion, we strive to build an environment where our associates are in the driver's seat of their professional development, while having access to help along the way. We encourage everyone to pursue passions and take ownership of their careers. With the support of colleagues and mentors, our associates are given the tools needed to get where they want to go. Regardless of job titles, our associates have the opportunity to learn new things and be a leader every day. Come be a part of our team - you'll work with great people, pioneering products and cutting-edge technology. The Editorial Director will oversee our global content calendar to ensure you understand what will be in market when, and that there are no duplications or conflicting messaging going to our audiences. You'll collaborate closely with cross-functional teams, ensuring alignment with creative and strategic marketing objectives while pushing the boundaries of storytelling and content. You will combine a bold creative vision with editorial excellence to lead our B2B content efforts. You'll play a critical role managing the development of, and creating innovative thought-leadership and educational content that captivates audiences and fuels broader marketing programs across a range of business solution groups. What You'll Bring: * 10+ years in editorial, content development, or related roles, with at least 7 years in B2B marketing environments. * Proven ability to lead and inspire content teams while managing multiple projects. * Develop brand voice, content excellence and differentiation for B2B marketing programs. * Portfolio that demonstrates a mastery of storytelling across a wide range of marketing and projects across various business types (ie. Financial services, fraud, marketing solutions, communications, etc). * Excellent communication and collaboration skills, with the ability to articulate and sell content ideas effectively. * Ability to thrive in a fast-paced, deadline-driven environment while maintaining a high level of attention to detail and quality. * Exceptional written communication skills and ability to produce clear, compelling, and creative copy. * Leadership and management experience, demonstrating the ability to build and inspire teams, uplevel work, motivate and resolve conflict and misalignment. * Passion for storytelling, exploration, and driving emotional connections with audiences. * We're also looking for the preferred skills below. Whether you are proficient or could use some brushing up, we're happy to support your development in: * Experience using AI tools to develop and scale content without sacrificing quality, depth or differentiation. Impact You'll Make: * As a player/coach, you'll lead and participate with a team of 6+ content writers, SEO experts, editors to craft engaging content and narratives that effectively hit buyer pain points and emotional triggers and deliver education, messaging, and value propositions that address those needs. * Provide editorial direction and guidance to a team of writers, designers, and others, fostering a culture of innovation, collaboration, and excellence. * Champion and push our brand voice across content channels to differentiate the brand and stand out amongst a crowded ecosystem. * Collaborate closely with stakeholders to understand their needs, objectives, preferences, and feedback, translating their vision into compelling content briefs that drive big ideas. Qualified applicants with arrest or conviction records will be considered for employment in accordance with applicable law, including the Los Angeles County Fair Chance Ordinance for Employers, the San Francisco Fair Chance Ordinance, Fair Chance Initiative for Hiring Ordinance, and the California Fair Chance Act. Adherence to Company policies, sound judgment and trustworthiness, working safely, communicating respectfully, and safeguarding business operations, confidential and proprietary information, and the Company's reputation are also essential expectations of this position. This is a hybrid position and involves regular performance of job responsibilities virtually as well as in-person at an assigned TU office location for a minimum of two days a week. Benefits: TransUnion provides flexible benefits including flexible time off for exempt associates, paid time off for non-exempt associates, up to 12 paid holidays per year, health benefits (including medical, dental, and vision plan options and health spending accounts), mental health support, disability benefits, up to 12 weeks of paid parental leave, adoption assistance, fertility planning coverage, legal benefits, long-term care insurance, commuter benefits, tuition reimbursement, charity gift matching, employee stock purchase plan, 401(k) retirement savings with employer match, and access to TransUnion's Employee Resource Groups. Spousal, domestic partner, and other eligible dependent coverage is available on select health and welfare plans. We are committed to being a place where diversity is not only present, it is embraced. As an equal opportunity employer, all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability status, veteran status, genetic information, marital status, citizenship status, sexual orientation, gender identity or any other characteristic protected by law. Additionally, in accordance with Section 503 of the Rehabilitation Act of 1973 and the Vietnam Era Veterans' Readjustment Assistance Act of 1974, TransUnion takes affirmative action to employ and advance in employment qualified individuals with a disability and protected veterans in all levels of employment and develops annual affirmative action plans. Components of TransUnion's Affirmative Action Program for individuals with disabilities and protected veterans are available for review to any associate or applicant for employment upon request by contacting ********************. Pay Scale Information : The U.S. base salary range for this position is $150,100.00 - $225,000.00 annually. *The salary range for this position reflects a reasonable estimate of the range of compensation for this job. At TransUnion, actual compensation is based on careful consideration of additional factors such as (but not limited to) an individual's education, training, work experience, job-related skill set, location, and industry knowledge, as well as the scope and responsibilities of the position and market considerations. Regular, fulltime non-sales positions may be eligible to participate in TransUnion's annual bonus plan. Certain positions may be also eligible for long-term incentives and other payments based on applicable company guidance and plan documents. TransUnion's Internal Job Title: Director, Marketing Communications Company: TransUnion LLC
    $150.1k-225k yearly Auto-Apply 37d ago
  • Investment Banking Analyst, Special Situations (New York City)

    Huron Consulting Group 4.6company rating

    New York, NY job

    Huron is a global consultancy that collaborates with clients to drive strategic growth, ignite innovation and navigate constant change. Through a combination of strategy, expertise and creativity, we help clients accelerate operational, digital and cultural transformation, enabling the change they need to own their future. Join our team as the expert you are now and create your future. Huron Transaction Advisory ("HTA") (member FINRA/SIPC) is the investment banking affiliate of Huron Consulting Group. Established in 2014, HTA is focused on providing trusted, independent capital advisory services and innovative solutions to both healthy and distressed companies, including mergers and acquisitions (M&A) advisory, capital raising, balance sheet restructuring, and other related services. Responsibilities: As an Analyst, and key member of HTA's Special Situations Investment Banking team, you will be an integral part of deal execution and work on a wide range of transactions including restructurings, recapitalizations, acquisitions, divestitures, private placements, leveraged buyouts, and joint ventures. Analysts are expected to be involved in the development, structuring and financing of transactions and regularly attend internal and external client meetings, negotiations, and due diligence sessions. HTA's boutique environment offers an excellent opportunity for motivated individuals looking for an entrepreneurial environment that values individual development. Analyst work will include, but is not limited to: * Financial analysis and modeling * Drafting of client presentations * Preparation of memoranda for internal and external use * Conducting financial and other business-related research * Coordinating complex and often time-sensitive processes * Active involvement in client facing situations * Assistance in the execution of transactions Qualifications * Bachelor's degree in Finance, Economics, Mathematics, Accounting, or a related field * Internship experience in finance, investment banking, or a related field preferred * A demonstrated interest in Financial Restructuring and/or working on complex transactions * Proficient in three statement financial modeling and composing marketing materials; general understanding of corporate finance and valuation * Ability to work independently and take initiative in a fast-paced environment * Ability to organize and track multiple and concurrent workstreams * Ability to be client facing with strong interpersonal and client management skills * Willingness to pursue SIE, Series 63 and 79 licenses * Ability and willingness to work regularly on-site at Huron's NYC office as part of a collaborative team environment The base salary for this job is $90,000. This job is also eligible to participate in the Huron Transaction Advisory (HTA) Capital Advisory incentive compensation program, which applies only to employees who are registered representatives with securities industries licenses in good standing. Inclusive of annual the incentive compensation program, the total estimated compensation range for this job is $90,000 - $162,000. The job is also eligible to participate in Huron's benefit plans which include medical, dental and vision coverage and other wellness programs. The salary range information provided is in accordance with applicable state and local laws regarding salary transparency that are currently in effect and may be implemented in the future. #LI-JD1 Position Level Analyst Country United States of America
    $90k-162k yearly Auto-Apply 41d ago
  • Assistant Vice President, Credit Ratings - Project Finance

    Morningstar Inc. 4.5company rating

    New York, NY job

    The Group The Global Project Finance & Infrastructure team is seeking a highly motivated individual, preferably with five to seven years of expertise in Project and Infrastructure Finance credit analysis, to join its team of analysts in New York City as an Assistant Vice President. Working closely with members of the team in New York, the successful candidate will be responsible for supporting the North America based portfolio, which includes performing financial statement analysis, using financial models, drafting rating reports, compiling rating committee materials and having a well-developed understanding of the overall credit analysis process. The Role The successful candidate will work on a variety of transactions as a rating analyst, performing lead and supporting analyst responsibilities within project and infrastructure finance including the power and energy-related sectors (e.g. gas, wind, solar, hydro generation), bespoke project financings (e.g. telecommunications, technology infrastructure, large industrial equipment leases, stadiums, etc.) and broader infrastructure mandates (PPPs, toll roads, airports, ports, utilities). The role involves performing financial statement analysis, using financial models, drafting rating reports and press releases, along with the compilation of rating committee materials and drafting of high quality and timely topical research. Responsibilities * Assist with covering the existing U.S. based ratings portfolio as a rating analyst. * Attend issuer and investor meetings with the Team Lead(s) in Project Finance and Infrastructure Finance and other lead analysts to gain exposure to the ratings portfolio and the analytical approach. * Build on existing knowledge of the industry and further expand the network. * Initially contribute to new rating assignments as a rating analyst supporting lead analysts and eventually act as a lead analyst on a variety of assets classes within the sector. * Produce timely, high-quality credit reports, research notes and commentaries on rated entities. * Manage extensive spreadsheets on rated entities. * Contribute to the development and maintenance of relationships with fixed-income investors. * Analytically support business development initiatives. * Contribute to the refinement of methodologies, research products and rating approaches. * Support the team on the delivery of timely and innovative topical research. Qualifications * Five to Seven years of business experience, with a minimum of three years' experience related to Project and Infrastructure Finance. * Degree in business, economics, commerce, engineering or a related discipline. * Solid research, analytical and financial modelling skills, with a high attention to detail. * Experience in reviewing financing agreements and legal contracts from a credit point of view. * Strong communication skills, both oral and written. * Self-starter and strong team player and a demonstrated ability to work in a fast-paced environment. * Completion of, or demonstrated progress towards, the CFA or MBA program is preferred. * Experience in public-private partnerships is an asset. * Previous rating agency experience is considered an asset. About Us Morningstar DBRS is a leading provider of independent rating services and opinions for corporate and sovereign entities, financial institutions, and project and structured finance instruments globally. Rating more than 4,000 issuers and 60,000 securities, it is one of the top four credit rating agencies in the world. Morningstar DBRS empowers investor success by bringing more transparency and a much-needed diversity of opinion in the credit rating industry. Our approach and size allow us to be nimble enough to respond to customers' needs in their local markets, but large enough to provide the necessary expertise and resources they require. Market innovators choose to work with us because of our agility, tech-forward approach, and exceptional customer service. Morningstar DBRS is the next generation of credit ratings. Compensation and Benefits At Morningstar we believe people are at their best when they are at their healthiest. That's why we champion your wellness through a wide-range of programs that support all stages of your personal and professional life. Here are some examples of the offerings we provide: * Financial Health * 75% 401k match up to 7% * Stock Ownership Potential * Company provided life insurance - 1x salary + commission * Physical Health * Comprehensive health benefits (medical/dental/vision) including potential premium discounts and company-provided HSA contributions (up to $500-$2,000 annually) for specific plans and coverages * Additional medical Wellness Incentives - up to $300-$600 annual * Company-provided long- and short-term disability insurance * Emotional Health * Trust-Based Time Off * 6-week Paid Sabbatical Program * 6-Week Paid Family Caregiving Leave * Competitive 8-24 Week Paid Parental Bonding Leave * Adoption Assistance * Leadership Coaching & Formal Mentorship Opportunities * Annual Education Stipend * Tuition Reimbursement * Social Health * Charitable Matching Gifts program * Dollars for Doers volunteer program * Paid volunteering days * 15+ Employee Resource & Affinity Groups Base Salary Compensation Range $95,000.00 - 154,000.00 USD Annual Incentive Target Percentage 20% Annual If you receive and accept an offer from us, we require that personal and any related investments be disclosed confidentiality to our Compliance team (days vary by region). These investments will be reviewed to ensure they meet Code of Ethics requirements. If any conflicts of interest are identified, then you will be required to liquidate those holdings immediately. In addition, dependent on your department and location of work certain employee accounts must be held with an approved broker (for example all, U.S. employee accounts). If this applies and your account(s) are not with an approved broker, you will be required to move your holdings to an approved broker. Morningstar's hybrid work environment gives you the opportunity to collaborate in-person each week as we've found that we're at our best when we're purposely together on a regular basis. In most of our locations, our hybrid work model is four days in-office each week. A range of other benefits are also available to enhance flexibility as needs change. No matter where you are, you'll have tools and resources to engage meaningfully with your global colleagues. R06_DBRSInc DBRS, Inc. - US Legal Entity
    $95k-154k yearly Auto-Apply 18d ago
  • Sales Engineer

    SS&C 4.5company rating

    New York, NY job

    As a leading financial services and healthcare technology company based on revenue, SS&C is headquartered in Windsor, Connecticut, and has 27,000+ employees in 35 countries. Some 20,000 financial services and healthcare organizations, from the world's largest companies to small and mid-market firms, rely on SS&C for expertise, scale, and technology. Job Description Sales Engineer Locations: New York, NY | Hybrid Get To Know Us: The Sales Engineer team works in partnership with the Account Executives during the pre-sale discovery phase to analyze the secure enterprise collaboration & Services requirements of the prospective customer. The SE leads and coordinates full customer engagement - including discovery workshops and interviews - before liaising with solution architects and engineers to devise potential solutions that are feasible, attainable, and in line with the customer's business objectives. After the contract is executed, the SE will be instrumental in determining all necessary configuration details to build out the Intralinks environment for the customer, discussing and confirming success metrics, and building out the implementation and rollout plan. The SE will also be expected to report back to Intralinks Product Management and/or Product Marketing teams with customer feedback for all new use cases, features, functions, or supporting information that will assist in defining enhancements to the Intralinks product offering. Why You Will Love It Here! Flexibility: Hybrid Work Model and Business Casual Dress Code, including jeans Your Future: 401k Matching Program, Professional Development Reimbursement Work/Life Balance: Flexible Personal/Vacation Time Off, Sick Leave, Paid Holidays Your Wellbeing: Medical, Dental, Vision, Employee Assistance Program, Parental Leave Wide Ranging Perspectives: Committed to Celebrating the Variety of Backgrounds, Talents and Experiences of Our Employees Training: Hands-On, Team-Customized, including SS&C University Extra Perks: Discounts on fitness clubs, travel and more! What You Will Get to Do: Be the regional point of contact, coordinator and subject matter expert for all services offerings and rollout initiatives of all Intralinks products and services Complete detailed discovery to enable greater understanding of our customers' business to identify how best Intralinks technology can align with our customers business/solve their business problems or meet their business needs. Identify critical process and value opportunities within a customer environment and develop long-term relationships through management of these requirements (Pre-sales) Understand industry security architectures and how Intralinks would form part of a customer's security solution, to enable them to meet their compliance obligations. Make technical presentations and demonstrate how the solutions meet customer needs. Positively differentiate products and services from other options in the market. Dynamically influence customers on how products or services best satisfies their needs in terms of quality, price, and delivery. Support marketing activities by attending trade shows, conferences, leading webinars and other marketing events. Work closely with Account Executives to identify new opportunities within existing accounts and serve as the primary solution consultant for new use cases or net new opportunities. Assist in sales education programmes to empower Account Executives and increase services opportunity creation & pipeline; Mentor junior team members and lead SE initiatives and strategies Assist in the implementation of SE strategies across the team Assist Solution Architects with the initial post-sale Configuration Design Workshop, ensuring transfer of all presales knowledge Measure success criteria against customer business goals during POC and ensure post-sale adoption and renewal. Support Product Management/Marketing with field information such as feature requirements, product enhancements and new use case scenarios. What You Will Bring: Experience building and conducting software demonstrations that address and map to customer business processes. Ability to work with technical teams and personnel to overcome service delivery obstacles with a demonstrated ability to participate effectively as part of and within a team in large integration projects. Demonstrated experience of Enterprise Security Architectures. Demonstrated experience in creating training materials for internal and external use utilizing video, voice and web-based technologies. Bachelors' degree in Management Information Systems, Computer Science, or relevant experience in a similar role. At least 4 years of experience in presales / sales engineering / solutions consulting. Fluent verbal and written communication in English. Thank you for your interest in SS&C! To further explore this opportunity, please apply through our careers page on the corporate website at ************************ #LI-JP1 #LI-Intralinks #LI-Hybrid Unless explicitly requested or approached by SS&C Technologies, Inc. or any of its affiliated companies, the company will not accept unsolicited resumes from headhunters, recruitment agencies, or fee-based recruitment services. SS&C offers excellent benefits including health, dental, 401k plan, tuition and professional development reimbursement plan. SS&C Technologies is an Equal Employment Opportunity employer and does not discriminate against any applicant for employment or employee on the basis of race, color, religious creed, gender, age, marital status, sexual orientation, national origin, disability, veteran status or any other classification protected by applicable discrimination laws. Salary is determined by various factors including, but not limited to, relevant work experience, job related knowledge, skills, abilities, business needs, and geographic regions.NY: Salary range for the position: $105,000 Plus commission USD to $130,000 Plus Commission USD.
    $105k-130k yearly 60d+ ago
  • Key Account Specialist

    Broadridge 4.6company rating

    Broadridge job in New York, NY

    At Broadridge, we've built a culture where the highest goal is to empower others to accomplish more. If you're passionate about developing your career, while helping others along the way, come join the Broadridge team. Broadridge is growing! We are seeking a Key Accounts Specialist to join ou Institutional Client Services Team. The Key Account Specialist will play a pivotal role in managing service delivery for Institutional Clients, with a focus on large and mid-tier Asset Managers and Asset Owners. Acting as an advocate for both Broadridge and the client, you will maintain high levels of engagement to build and sustain strong, positive relationships. You will lead stewardship conversations, resolve complex client issues, and drive satisfaction by aligning Broadridge solutions with clients' goals in compliance, efficiency, and governance Responsibilities: Client Partnership & Advocacy * Serve as the primary point of contact and trusted advisor for key institutional clients. * Develop a deep understanding of client stewardship models, compliance needs, and operational priorities to proactively identify opportunities for added value. Strategic Business Reviews * Plan and lead strategic account reviews and executive-level discussions. * Incorporate contractual insights, business growth opportunities, and value-based recommendations. Client Change & Transition Management * Partner with clients and cross-functional Broadridge teams to manage transitions or implement changes in services, processes, and deliverables. Stakeholder Communication & Influence * Communicate effectively with stakeholders at all levels, from peers to senior executives. * Translate complex operational, compliance, and stewardship requirements into actionable business solutions. Qualifications: * Bachelor's degree or equivalent work experience. * 4+ years of experience in client service, account management, or a related financial services role. * Strong knowledge of project, change, and contract management processes. * Excellent written, verbal, and presentation skills, with the ability to engage senior stakeholders. * Proficiency with Microsoft Office (Word, Excel, PowerPoint, Outlook). * Exceptional time management and organizational abilities. * Proven collaboration and influencing skills across teams and levels. * Strong analytical capabilities and understanding of financial concepts. * Ability to prioritize and adapt effectively in dynamic, fast-paced environments. Why Broadridge? At Broadridge, you'll be part of a team that delivers innovative solutions supporting the world's financial markets. We value collaboration, continuous learning, and client success - and we're committed to helping you grow your career while making an impact. Salary range $80,000.00- $95,000.00. Bonus Eligible. Broadridge considers various factors when evaluating a candidate's final salary including, but not limited to, relevant experience, skills, and education. Please visit ************************** for more information on our comprehensive benefit offerings. #LI-EP1 We are dedicated to fostering a collaborative, engaging, and inclusive environment and are committed to providing a workplace that empowers associates to be authentic and bring their best to work. We believe that associates do their best when they feel safe, understood, and valued, and we work diligently and collaboratively to ensure Broadridge is a company-and ultimately a community-that recognizes and celebrates everyone's unique perspective. Use of AI in Hiring As part of the recruiting process, Broadridge may use technology, including artificial intelligence (AI)-based tools, to help review and evaluate applications. These tools are used only to support our recruiters and hiring managers, and all employment decisions include human review to ensure fairness, accuracy, and compliance with applicable laws. Please note that honesty and transparency are critical to our hiring process. Any attempt to falsify, misrepresent, or disguise information in an application, resume, assessment, or interview will result in disqualification from consideration. US applicants: Click here to view the EEOC "Know Your Rights" poster. Disability Assistance We recognize that ensuring our long-term success means creating an environment where everyone is welcome, where everyone's strengths are valued, and where everyone can perform at their best. Broadridge provides equal employment opportunities to all associates and applicants for employment without regard to race, color, religion, sex (including sexual orientation, gender identity or expression, and pregnancy), marital status, national origin, ethnic origin, age, disability, genetic information, military or veteran status, and other protected characteristics protected by applicable federal, state, or local laws. If you need assistance or would like to request reasonable accommodations during the application and/or hiring process, please contact us at ************ or by sending an email to ************************.
    $80k-95k yearly Auto-Apply 3d ago
  • Consulting Senior Associate - Innosight Strategy & Innovation (Nationwide)

    Huron Consulting Group 4.6company rating

    New York, NY job

    Innosight is a global strategy consulting firm focused on helping leading organizations design and create the future. We work with them to develop growth strategies, build innovation capabilities, and accelerate new growth initiatives. As a member of the Innosight team, you'll have the opportunity to work with leaders at Global 1000 companies to tackle some of the most interesting challenges in business. * We are the leading practitioners of disruptive innovation, building on the work of our co-founder, Harvard Business School professor Clay Christensen. * Because we focus on growth strategy and innovation, we bring unique expertise and authority to the challenges our clients face: Where is our next big opportunity, and what is our strategy to get there? How do we build an organization that is innovative and future focused? How do we disrupt ourselves before others do? * Our values - including humility, collaboration, transparency, and intellectual curiosity - guide our work with clients, with each other, and our commitment to enabling innovation in organizations. * Our work environment emphasizes the exchange of ideas, continuous learning, and collaboration. And our smaller team structure offers exposure to senior-level executives early in your consulting career. Healthcare organizations must stay ahead of disruption by making data-driven decisions that accelerate transformation. Innosight thoroughly examines the intricate patient care challenges encountered by payor and provider healthcare entities to stabilize business today and create tomorrow's growth engine. As trusted strategic partners to CEOs and C-Suites, we help drive the healthcare industry forward by designing innovative enterprise-level long-term plans and partnerships for the world's leading healthcare organizations. Innosight is seeking a Senior Associate to join our consulting team. Senior Associates play a critical role in driving client impact-partnering closely with Project Managers and case teams to structure work, guide problem-solving, and deliver high-quality results. You will take on increasing managerial responsibilities, independently own complex workstreams, and help shape client recommendations and project storylines. The ideal candidate brings strong strategic thinking, a collaborative and entrepreneurial mindset, and a commitment to developing both client insights and junior team members. Key Responsibilities * Support Project Leadership: Work closely with case teams and project managers to drive team thinking, work activities, and deliverables. * Workstream Ownership: Independently own and manage one or more workstreams, including problem structuring, developing detailed work plans, overseeing analysis, and driving results. * Guide Problem Solving: Form hypotheses, break down complex problems, prioritize key analyses, and manage timelines to deliver impact. * Deliver Client-Ready Results: Prepare high-quality deliverables, including clear analyses, compelling presentations, and actionable insights. * Client Interaction: Facilitate brainstorming and client training sessions; present findings and recommendations to clients and senior executives. * Business & Firm Development: Lead and advance intellectual property development and consulting offerings; contribute to internal initiatives and business development. * Mentor Junior Talent: Support the professional development of junior employees, fostering a collaborative and high-performing team environment. * Leverage Innovation Tools: Apply Innosight IP and emerging technologies, including generative AI, to inform and enhance recommendations. Qualifications * Minimum of 5 years of management consulting experience required, preferably in strategy (e.g., growth strategy, market entry, M&A, corporate strategy and transformation, or business model innovation). * Strong interest in or prior experience with the healthcare provider industry (e.g., hospitals, health systems), including leading or contributing to strategy, growth, or innovation projects. * Demonstrated experience independently owning significant workstreams and interacting directly with clients and senior executives. * Proven ability to structure and solve ambiguous, complex problems using logic, creativity, and data-driven approaches. * Demonstrated capacity to manage workstream planning, guide analysis, and lead or mentor junior team members. * Excellent written and oral communication skills, with the ability to influence senior-level audiences. * Bachelor of Science (BS) or Bachelor of Arts (BA), or another advanced degree is required. * Advanced proficiency in PowerPoint and Excel; strong capability in producing client-ready deliverables. * Familiarity with generative AI concepts and tools; experience applying them to client or analytical work is a strong plus. * Self-starter who thrives in both structured and unstructured, highly collaborative environments. * Travel and Home Office: Travel requirements vary by project, but candidates must be willing to travel weekly (up to 80%). You may live anywhere in the contiguous 48 states near a major airport. The estimated base salary range for this job is $165,000 - $200,000. The range represents a good faith estimate of the range that Huron reasonably expects to pay for this job at the time of the job posting. The actual salary paid to an individual will vary based on multiple factors, including but not limited to specific skills or certifications, years of experience, market changes, and required travel. This job is also eligible to participate in Huron's annual incentive compensation program, which reflects Huron's pay for performance philosophy. Inclusive of annual incentive compensation opportunity, the total estimated compensation range for this job is $206,250 - $250,000. The job is also eligible to participate in Huron's benefit plans which include medical, dental and vision coverage and other wellness programs. The salary range information provided is in accordance with applicable state and local laws regarding salary transparency that are currently in effect and may be implemented in the future. #LI-JD1 #LI-Remote Position Level Senior Associate Country United States of America
    $79k-109k yearly est. Auto-Apply 17d ago
  • Brand Strategist

    Morningstar Inc. 4.5company rating

    New York, NY job

    About the role: We're looking for a Brand Strategist to help define, evolve, and activate the strategic foundation of our brand. This is a hands-on role that blends strategic thinking with practical execution - you'll not only craft positioning and messaging frameworks but also ensure they're embedded into campaigns, creative, and go-to-market activities across the organization. In this role, you'll translate audience insights, market dynamics, and competitive analysis into actionable strategies that differentiate our brand - and then partner across marketing, product, and creative teams to bring those strategies to life in the market. This position is based in our New York office. We follow a hybrid policy of at least 4 days onsite. Morningstar's hybrid work environment gives you the opportunity to collaborate in-person each week as we've found that we're at our best when we're purposely together on a regular basis. In most of our locations, our hybrid work model is four days in-office each week. A range of other benefits are also available to enhance flexibility as needs change. No matter where you are, you'll have tools and resources to engage meaningfully with your global colleagues. Key Responsibilities - Brand Positioning & Messaging * Develop and refine brand positioning, value propositions, and messaging frameworks that resonate with key audiences. * Translate strategic concepts into practical messaging toolkits and enablement resources used across campaigns, sales, and marketing materials. * Ensure consistency and alignment of brand voice and story across all touchpoints. Activation & Implementation * Partner closely with integrated campaign and creative/design teams to activate brand strategy through multi-channel campaigns and brand initiatives. * Review campaign briefs, content, and creative assets to ensure they ladder up to brand strategy. * Collaborate with product marketing to adapt messaging for specific products, audiences, and go-to-market programs. Research & Insights * Partner with audience strategy and insights teams to conduct and synthesize competitive, audience, and market research to inform brand positioning decisions. * Identify opportunities for differentiation and new messaging angles based on trends, customer needs, and market dynamics. Brand Architecture & Governance * Support the development and evolution of brand architecture, ensuring clarity and cohesion across products, sub-brands, and solutions. * Provide strategic guidance on product naming to ensure consistency and clarity across the portfolio. * Contribute to brand guidelines and governance to maintain a unified global brand presence. Measurement & Optimization * Help define and track key brand health metrics and campaign effectiveness. * Gather feedback from internal teams and external audiences to continuously refine messaging and positioning. Qualifications * 5-8 years of experience in brand strategy, integrated marketing, product marketing, or related roles. * Proven ability to craft positioning, messaging, and value propositions - and translate them into actionable marketing assets. * Strong cross-functional collaboration skills; experience partnering with creative, campaigns, and product marketing teams. * Excellent research, storytelling, and communication skills, with a knack for simplifying complex ideas and being mindful of compliance. * Experience with brand architecture, naming frameworks, and product portfolio strategy preferred. * Experience working in a matrixed, global organization preferred. * Background in financial services or other B2B regulated entity a plus. Why Join Us? This role offers the opportunity to shape how our brand is understood and experienced - not just in theory, but in practice. As a Brand Strategist, you'll bridge the gap between strategy and execution, helping define the story we tell and ensuring that story is powerfully expressed across campaigns, content, product naming, and client experiences. Total Cash Compensation Range $135,525.00 - 243,925.00 USD Annual Inclusive of annual base salary and target incentive Compensation and Benefits At Morningstar we believe people are at their best when they are at their healthiest. That's why we champion your wellness through a wide-range of programs that support all stages of your personal and professional life. Here are some examples of the offerings we provide: * Financial Health * 75% 401k match up to 7% * Stock Ownership Potential * Company provided life insurance - 1x salary + commission * Physical Health * Comprehensive health benefits (medical/dental/vision) including potential premium discounts and company-provided HSA contributions (up to $500-$2,000 annually) for specific plans and coverages * Additional medical Wellness Incentives - up to $300-$600 annual * Company-provided long- and short-term disability insurance * Emotional Health * Trust-Based Time Off * 6-week Paid Sabbatical Program * 6-Week Paid Family Caregiving Leave * Competitive 8-24 Week Paid Parental Bonding Leave * Adoption Assistance * Leadership Coaching & Formal Mentorship Opportunities * Annual Education Stipend * Tuition Reimbursement * Social Health * Charitable Matching Gifts program * Dollars for Doers volunteer program * Paid volunteering days * 15+ Employee Resource & Affinity Groups Morningstar's hybrid work environment gives you the opportunity to collaborate in-person each week as we've found that we're at our best when we're purposely together on a regular basis. In most of our locations, our hybrid work model is four days in-office each week. A range of other benefits are also available to enhance flexibility as needs change. No matter where you are, you'll have tools and resources to engage meaningfully with your global colleagues.
    $135.5k-243.9k yearly Auto-Apply 38d ago
  • Investor Development Group - Team Lead

    Morningstar Inc. 4.5company rating

    New York, NY job

    Morningstar DBRS (MDBRS) is seeking an experienced senior Team Lead within the Global Investor Strategy team responsible for building, developing and leading a team of professionals focused on expanding its relationships with key institutional investor clients. These clients span asset managers, insurers, investment funds, and private equity. The Investor Development Group is focused on promoting MDBRS' coverage, brand, and credit expertise to influential market constituents, fostering investor engagement with MDBRS ratings, research, products, and services. The Investor Development Group Head plays a crucial role in leading outreach and visibility efforts globally, with a particular focus on corporate and structured finance debt investors across sectors, and covering key US institutional investors. The ideal candidate will have deep investor relationships and strong subject matter knowledge of debt capital markets and the role of credit ratings in investment decisions both domestically and internationally. This role reports to the Head of Canada and Global Investor Strategy and is based in our New York office. How You'll Create Value: * Develop and implement coverage strategy for Investor Development Team globally * Lead coverage activities with key US institutional investors (credit analysts, portfolio managers, heads of research), and act as senior relationship touch point across investor client base globally * Proactively identify and develop new strategic relationships with institutional investors * Establish best practices, working collaboratively across Marketing, Business Development and Analytical teams to build brand visibility with investors, enhance investor engagement and usage of relevant Morningstar DBRS services * Develop, lead and execute new strategic investor focused initiatives, promoting MDBRS' unique credit perspectives through meetings, conferences, webinars, and bespoke events * Track and maintain engagement data through CRM for internal reporting and analysis * Solicit and analyze investor feedback to provide timely insights into topical credit market views across ratings and products * Facilitate demand for MDBRS ratings, usage in investment decisions, and in conjunction with the Business Development team, demand for MDBRS research and related products. Requirements: * Candidates should have 10+ years of business development experience in a debt capital markets or fixed income sales capacity with a focus on credit. * Strong existing relationships with relevant fixed income investors across public and private credit markets, project finance, structured finance and corporate credit. * Proven track record of managing large, complex investor accounts. * Excellent communication and presentation skills, with ability to engage senior stakeholders. * Demonstrated ability to work collaboratively across teams. * Strong leadership and proven ability to build high impact teams. * Ability and willingness to travel as required. * Experience with Salesforce. * Bachelor's degree in Finance, Economics, Business, or related field; MBA or CFA a plus. Compensation and Benefits At Morningstar we believe people are at their best when they are at their healthiest. That's why we champion your wellness through a wide-range of programs that support all stages of your personal and professional life. Here are some examples of the offerings we provide: * Financial Health * 75% 401k match up to 7% * Stock Ownership Potential * Company provided life insurance - 1x salary + commission * Physical Health * Comprehensive health benefits (medical/dental/vision) including potential premium discounts and company-provided HSA contributions (up to $500-$2,000 annually) for specific plans and coverages * Additional medical Wellness Incentives - up to $300-$600 annual * Company-provided long- and short-term disability insurance * Emotional Health * Trust-Based Time Off * 6-week Paid Sabbatical Program * 6-Week Paid Family Caregiving Leave * Competitive 8-24 Week Paid Parental Bonding Leave * Adoption Assistance * Leadership Coaching & Formal Mentorship Opportunities * Annual Education Stipend * Tuition Reimbursement * Social Health * Charitable Matching Gifts program * Dollars for Doers volunteer program * Paid volunteering days * 15+ Employee Resource & Affinity Groups Morningstar's hybrid work environment gives you the opportunity to collaborate in-person each week as we've found that we're at our best when we're purposely together on a regular basis. In most of our locations, our hybrid work model is four days in-office each week. A range of other benefits are also available to enhance flexibility as needs change. No matter where you are, you'll have tools and resources to engage meaningfully with your global colleagues. R06_DBRSInc DBRS, Inc. - US Legal Entity
    $100k-167k yearly est. Auto-Apply 13d ago
  • Specialist I - Financial Services

    Transunion 4.2company rating

    White Plains, NY job

    TransUnion's Job Applicant Privacy Notice Personal Information We Collect Your Privacy Choices What We'll Bring: At TransUnion, we strive to build an environment where our associates are in the driver's seat of their professional development, while having access to help along the way. We encourage everyone to pursue passions and take ownership of their careers. With the support of colleagues and mentors, our associates are given the tools needed to get where they want to go. Regardless of job titles, our associates have the opportunity to learn new things and be a leader every day. Come be a part of our team - you'll work with great people, pioneering products and cutting-edge technology. What You'll Bring: Bachelor's degree in Economics, Finance, Statistics, Computer Science, or a related field Experience with data analytics tools such as SQL and data visualization platforms like Tableau Exposure to consumer banking or related sectors is a plus Strong communication and presentation skills, problem-solving abilities, and attention to detail Comfortable managing multiple high-profile projects in a fast-paced environment with minimal supervision; proficient in Excel and PowerPoint Impact You'll Make: Leverage a unique, industry leading data set and synthesize large volumes of data into easily understood, actionable analyses and presentations that support clients' strategic visions Presents findings to management in a clear, concise format using best-in-class visualization techniques, clearly written commentary and strong verbal communication skills Take ownership of key client deliverables, using peer-review of work materials to maintain high level of accuracy Participates in and/or manages internal and client facing projects Builds industry knowledge through exposure to a diverse range of strategies deployed by Argus' clients including large financial institutions This role will act as a key Analyst of the Argus US team and is responsible for supporting the development of outputs using the Argus Consortia dataset. This role will partner and collaborate with other associates in the Argus US team to support the relationships with key clients. Qualified applicants with arrest or conviction records will be considered for employment in accordance with applicable law, including the Los Angeles County Fair Chance Ordinance for Employers, the San Francisco Fair Chance Ordinance, Fair Chance Initiative for Hiring Ordinance, and the California Fair Chance Act. Adherence to Company policies, sound judgment and trustworthiness, working safely, communicating respectfully, and safeguarding business operations, confidential and proprietary information, and the Company's reputation are also essential expectations of this position. Benefits: TransUnion provides flexible benefits including flexible time off for exempt associates, paid time off for non-exempt associates, up to 12 paid holidays per year, health benefits (including medical, dental, and vision plan options and health spending accounts), mental health support, disability benefits, up to 12 weeks of paid parental leave, adoption assistance, fertility planning coverage, legal benefits, long-term care insurance, commuter benefits, tuition reimbursement, charity gift matching, employee stock purchase plan, 401(k) retirement savings with employer match, and access to TransUnion's Employee Resource Groups. Spousal, domestic partner, and other eligible dependent coverage is available on select health and welfare plans. We are committed to being a place where diversity is not only present, it is embraced. As an equal opportunity employer, all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability status, veteran status, genetic information, marital status, citizenship status, sexual orientation, gender identity or any other characteristic protected by law. Additionally, in accordance with Section 503 of the Rehabilitation Act of 1973 and the Vietnam Era Veterans' Readjustment Assistance Act of 1974, TransUnion takes affirmative action to employ and advance in employment qualified individuals with a disability and protected veterans in all levels of employment and develops annual affirmative action plans. Components of TransUnion's Affirmative Action Program for individuals with disabilities and protected veterans are available for review to any associate or applicant for employment upon request by contacting ********************. Pay Scale Information :The U.S. base salary range for this position is $51,700.00 - $75,000.00 annually. *The salary range for this position reflects a reasonable estimate of the range of compensation for this job. At TransUnion, actual compensation is based on careful consideration of additional factors such as (but not limited to) an individual's education, training, work experience, job-related skill set, location, and industry knowledge, as well as the scope and responsibilities of the position and market considerations.Regular, fulltime non-sales positions may be eligible to participate in TransUnion's annual bonus plan. Certain positions may be also eligible for long-term incentives and other payments based on applicable company guidance and plan documents. TransUnion's Internal Job Title: Specialist I, Business Operations Company: TransUnion LLC
    $51.7k-75k yearly Auto-Apply 60d+ ago

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