Broadridge jobs in Brentwood, NY - 171 jobs

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. Job Description Our BuySide sales team signs new logos and grows share of wallet through proactive prospecting and establishing new relationships throughout the firm. We have a client-centric culture that develops long-term partnerships with Asset Management and Alternative Asset Management clients to solve their most pressing business needs. This particular role will focus on the selling of investment management suite of technology / operations solutions. Our team is growing and looking for a high energy and self-motivated individual who is interested in a career in sales. You should have 2-3 years of experience in a Sales related role and a willingness to learn our solutions and markets while you develop and maintain key client relationships will contribute directly to our growth objectives. Your ability to build strong relationships across divisions and learn quickly will be key to your success. Skills & Experience Include: * Interest In / Exposure to complex sales cycles with Executive and Functional level buyers * Identification of prospective clients, through the use of cold calling and networking * Desire to continually educate self on the industries we serve, identify trends and translate them into to opportunities for our solutions * Forecast sales activity and revenue achievement and document sales activities in CRM * Create presentations, proposals and RFP responses * Support sales team members In developing pipeline * Partner with sales executives to support all sales activities, allowing this associate to learn the complexities of the sales process * Learn how to coordinate the contract process from initiation to closing Requirements: * Minimum of 2-3 years' experience in b-to-b sales or client facing role * Knowledge of Financial Services Industry, specifically Asset Management * Curious, process oriented, acts with urgency * Excellent C-level oral, written, and presentation skills * Strong technical foundation; ability to use CRM, Office, social tools, etc * Willingness to travel Salary range $80,000.00- $90,000.00 USD . 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-CS2 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 ************************.

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 Executive Assistant About your role: As an experienced C Suite professional, you will efficiently provide all administrative functions required to support the Co-President for a Fortune 500 Company. You work well under pressure while remaining flexible and adaptable in a rapidly changing business environment. What you'll do: Manage highly confidential and sensitive information with professionalism and discretion. Understand the structure within the Executive Suite with an ability to quickly grasp Fiserv's organizational structure, including departmental operations and processes, corporate policies, and corporate systems. Have strong organizational and time management skills with comfort in making independent decisions such as working within the complex daily calendar, prioritizing, communicating meeting requests, and being able to anticipate preparation needed for important meetings and events domestically and internationally. Maintain contact database with diligence; cross reference incoming and outgoing email, calendar, text and MS Teams to find context, connect the dots and proactively identify conflicts. Liaise with the Co-President, Head of Merchant Solutions and Technology, the Board and Management Committee; collaborate and coordinate with Executive Assistants internally and externally. Arrange all aspects of travel, with a knowledge of Corporate Aviation and maintain travel grid. Compile and process expense reports in a timely manner. Responsibilities listed are not intended to be all-inclusive and may be modified as necessary. Experience you'll need to have: 5+ years of experience in supporting role to a leader within the Executive Suite. 5+ years of experience anticipating the needs of an Executive, identifying potential issues, and finding solutions independently. 5+ years of experience in proficiency working within the Microsoft platform, specifically Outlook, Word, Excel, and PowerPoint. 5+ years of experience in strong interpersonal skills with the ability to interact with the CEO, Board, Management Committee members, and other assistants within the Executive Suite and provide support when needed. 5+ years of experience in strong written skills, including word usage, spelling, punctuation, and grammar. 5+ years of equivalent combination of educational background, related experience, and/or military experience. Experience that would be great to have: Bachelor's degree Prior experience supporting a leader within the Executive Suite of a Fortune 500 Company How you'll work: This role is on-site Monday through Friday. Fiserv considers in-person collaboration to be an essential part of this role as in-person office experiences help you with your overall onboarding experience and leads to stronger productivity. This role requires flexibility to work overtime, including weekends and holidays. This role requires the use of a computer and audio equipment. Sponsorship: 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. Benefits at Fiserv: Fuel Your Life program to support physical, financial, social, and emotional well-being Paid holidays and generous time away policies No-cost mental health support through Employee Assistance Programs Living Proof program to recognize your peers' extra effort with points used for rewards Eight Employee Resource Groups to foster a collaborative culture Unparalleled professional growth with training, development, and internal mobility opportunities Retirement planning and discounted shares with the Employee Stock Purchase Plan Medical, dental, vision, life, and disability insurance options available day one Tuition assistance and reimbursement program Paid parental, caregiver, and military leave #LI-ME1 Salary Range 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. This position is not eligible for an annual incentive opportunity and is also not eligible to earn commissions. 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.

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.

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 Client Solutions ConsultantWhat does a successful Client Solutions Consultant do at Fiserv? As a successful Client Solutions Consultant, you will support senior executives in developing, structuring and communicating ideas. You will turn rough concepts into clear, compelling materials (presentations, models, written documents, etc.) You will work closely with senior executives to translate ideas, strategy and analysis into polished deliverables used in internal decision-making and external presentations. This role offers significant exposure to senior-level strategy and decision making. What you will do: Convert high-level concepts, notes, and verbal direction into clear, well-structured PowerPoint presentations, emails, memos, strategy and planning documents. Create executive-level slides that are concise, logical and visually clean Improve and refine existing decks for clarity, narrative flow and impact Apply consistent formatting, hierarchy and visual standards across materials Build and maintain Excel models, tables and charts to support strategic analysis Draft and edit Word documents, memos, briefs and talking points Ensure written materials are crisp, professional and audience-appropriate Work iteratively with Executives, incorporating feedback quickly and accurately What you will need to have: 2-5 years of professional experience in consulting, banking, strategy or marketing Bachelor's degree required, business school preferred Exceptional PowerPoint skills and strong working knowledge of Excel Excellent written communication skills Strong analytical and organizational abilities What would be great to have: Experience producing materials for senior leadership Consulting, banking or strategy background Experience preparing pitch decks or board materials Familiarity with data visualization or basic design principles Interest in business strategy, finance or entrepreneurship 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. #LI-PN1 Salary Range $74,000.00 - $122,400.00 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. This position is not eligible for an annual incentive opportunity and is also not eligible to earn commissions. 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.

Responds to incoming customer inquiries via phone, email and webmail within a defined timeframe. Supports initial communication and escalation to a Tier1 resource. Monitors infrastructure, alarm panels, network and customer hardware and adheres to procedures as defined. Daily operational tasks include handling all incoming phone calls from customers, Ticket creation and escalation. Essential Functions: Initial point of contact (phone/emails/webmail) for all customer inquiries Verifies all contacts against database to ensure that contact is authorized to open a trouble ticket Acknowledges all incoming email and web ticket inquiries within 15 minutes of receipt Provides superior customer service to all customers Effectively coordinates and communicates with other teams Adheres to customer-specific procedures and Service Level Agreements (SLA) Monitors all alarm conditions; follows escalation policies and procedures and SEVERITY Level processes Creates and maintains written procedures Completes shift turnover at the onset and end of each shift Monitors all sites utilizing on-line tools and systems such as LogicMonitor Responds to all Data Center alarms per policies and procedures Hours: 8pm - 8am Weekly rotation: Week 1: Thursday, Friday Saturday, Sunday Week 2: Friday, Saturday, Sunday Ability to work holidays is mandatory Ability to cover other shifts for the team as needed Minimum Requirements: Basic ability to identify and escalate technical issues pertaining to network and server communications. Strong customer service skills, technical aptitude and attention to detail. Experience/Skills: Ability to communicate clearly in both verbal and written form. Ability to understand company Severity Levels and adhere to associated escalation process and procedures. High level knowledge of monitoring tools and ticket management systems. General experience and knowledge of data center/ server room configurations preferred. 1-2 year of Data Center, and Server Room experience preferred. 1-2 year of Server or Network device experience and knowledge preferred. Education: High School Diploma or equivalent required. Associates Degree preferred, or equivalent work experience Work Environment and Physical Demands: All work is conducted On-site: General office and data center environment. High stress may occur at times. May involve lifting of equipment and supplies (up to 50 lbs). May include long hours of sitting or standing. Exposure to climate controlled environment for extended periods of time. Certifications: MCP, MCSA, A+, NETWORK+, or equivalent preferred Compensation: $24 - $28/hr 1.5x OT 5% Annual Bonus 15% Shift differential for hours worked after 6pm and before 6am. Comprehensive health, dental, and vision insurance plans, life and disability insurance, access to mental health resources and employee assistance program. 401(k) retirement plan with company match. Generous paid time off, holidays and parental leave. CyrusOne is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, disability, veteran status, or other legally protected status. CyrusOne provides reasonable accommodation for qualified individuals with disabilities in accordance with the Americans with Disabilities Act (ADA) and any other state or local laws. We will respond to requests for reasonable accommodations to assist you in applying for positions at CyrusOne, or to submit a resume.

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 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 $85,000 plus commissions - On Target earnings $120,000 - $135,000 USD.

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

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 - Private Markets 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. 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 and commission opportunity USD to $80,000 plus bonus and commission opportunity USD.

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

The Role: Morningstar's U.S. Strategic Accounts team seeks a highly motivated, experienced Senior Vice President, Business Development focused on impactfully growing a book of assigned clients and prospects within the Wealth Management and Asset Management segments. You will represent Morningstar's suite of capabilities including Data, Research, Software and will work with Sales Specialists on opportunities for Indexes, Pitchbook, Sustainalytics, Market Data, Investment Management, Buy-Side solutions and Audience Sales. Because this role covers opportunities across the U.S., it will require approximately 25-50% travel. This position will be based in Chicago or New York. Job Responsibilities: * Exceed revenue targets * Uncover client business needs and work with Client Solutions and Products teams to identify the optimal solution. * Establish and build key C-suite client relationships and act as a Morningstar ambassador in the client's enterprise. * Proactively uncover cross sell and upsell opportunities within assigned territory (or client base) with a hunter mindset. * Forecast and proactively uncover sales opportunities with clients and prospects. * Build a deep understanding of our clients' businesses and deliver a high level of customer centricity. * Implement account strategies by building relationships with internal and external groups, including product, marketing, customer success, and cross-Morningstar teams. * Document daily activities in CRM system. Qualifications: * Candidates should have at least ten 7-10 years of sales and account management experience in the finance and investment industry. * Proven track record of exceeding prior annual sales targets. * Prior experience in a hunter role. * Ability to build long-term client relationships with executive and senior leadership within an assigned book of business through a hands-on, organized approach. * Strong leadership, long-range strategic planning, and time-management skills * Excellent verbal and written communication abilities and the ability to deliver professional and persuasive presentations. * Ability to understand complex investment concepts. * A bachelor's degree required, MBA or CFA a plus. Base Salary Range: $96,611 - $173,889 Incentive % Salary: 80% 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.

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. As a Senior Customer Engagement Consultant, you are an integral part of the Customer Engagement Team delivering critical services to our customers. You own the operational relationship with high level premium and strategic clients and position yourself as a trusted advisor to their teams. You will lead customer engagements across a range of industries and types of projects such as onboarding, training, strategic operation reviews, operational support, fraud analyses and consulting activities. What You'll Bring: * Bachelor's degree in business, finance or computer science or the equivalent plus 5+ years consultancy, fraud prevention solution experience * Proven ability to identify fraud risks and digital identity challenges, consult with customers to provide insights and develop solutions to address these areas * Strong customer-service orientation and relationship-building skills * Ability to thrive in a fast-paced environment balancing strategic thinking with execution with limited resources * Exceptional analytical and quantitative skills and ability to structure analyses to form data-driven solutions to ambiguous customer challenges * Advanced skills with MS Word, Excel, and PowerPoint 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 in fraud industry especially digital identity and device fraud prevention solutions * Customer Engagement experience * Knowledge of TransUnion's fraud and identity products and services * Exposure to the financial services or insurance industries * Working knowledge of JSON, Tableau, Looker and/or Big Query Impact You'll Make: * Engagement Management: Serve as a trusted advisor to premium clients, guiding them through onboarding, training and strategic operational reviews. Develop fraud risk maturity models and ensure optimal adoption of TU's Fraud solutions * Operational Support: Provide operational support for the clients under your management to give customers a single point of contact for all issues related to our platforms and solutions * Delivery Management: Apply demonstrated proficiency to understand business and technical requirements to plan and manage all phases of solution delivery * Fraud Subject Matter Expertise: Provide specialized expertise for all operational related initiatives for the Global Fraud Solutions group * Problem Solving mindset: Identify the most critical aspects of the problem, and guide business-focused solutions and recommendations that drive customer value. * Advocacy: Represent the voice of the customer to shape product roadmaps and drive innovation in fraud prevention * Growth Orientation: Identify opportunities for solution expansion and collaborate with sales to support renewals and proof-of-concept initiatives * Passion: Actively seeks responsibility and takes pride in delivering the highest quality results and recommendations to our customers. * Team Player: Effectively integrates, motivates and builds relationships with cross-functional team members (local or remote), sponsors, key stakeholders, executives and other individuals or organizations. 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 $82,700.00 - $120,000.00 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: Sr Consultant, Customer Experience Company: TransUnion LLC

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

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: * Base Salary Range - $240,000 - $350,000 * Target Bonus - 40% - 50% 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

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 ************************.

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.

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. Senior Associates play an integral client-facing project or work-stream leadership role. While activities vary based on project size/scope and individual skill-sets and strengths, the Sr. Associate can expect to spend their time with a heavy focus on material client interaction through all projects, project management, intensive data-analysis and the identification for the "so-what's" therein, and to creating compelling client-ready presentations. Additionally, the Sr. Associate will focus on developing Analysts and Coachees. Qualifications: * Bachelor's or Master's degree in a field related to this position or equivalent work experience * 3-5 years of experience analyzing requirements, writing functional specifications, conducting tests, troubleshooting issues and interfacing with business users * 1-2 years of experience owning project workstreams with little to no supervision * At least 2 years' experience with either Hyperion Planning / PBCS / EPBCS and Essbase * Technical implementation experience with cloud-based Oracle EPM suite- Planning * Experience with automation scripts (MaxL) and integration of the full Hyperion suite * Extensive knowledge of Excel, Essbase Spreadsheet Add-in and SmartView * Ability to solve complex problems creatively with strong critical thinking * Strong analytical skills coupled with a functional or technical acumen and hands-on expertise with cloud-based enterprise solutions * Strong verbal and written communication skills with ability to articulate results and issues to internal and client teams * Willingness to travel up to 50% as needed to work with client or other internal project teams * Flexible living locations in the U.S. The estimated base salary range for this job is $105,000 - $145,000. 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 $117,600 - $171,100. 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. Position Level Senior Associate Country United States of America

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 our 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 ************************.

About the Role We are seeking an Associate Director, Integrated Brand Campaigns to shape, activate, and optimize integrated brand campaigns that connect with our target audiences and drive measurable impact. This is a player-coach role-you will roll up your sleeves to design and execute campaigns while also coaching and enabling a small but growing team. The Associate Director will oversee all aspects of campaign planning-audience definition, channel strategy, media planning, stakeholder engagement, activation, and performance optimization. With one direct report (Campaign Manager) and collaboration across the go-to-market organization, corporate and internal coms, this role is both hands-on and highly strategic. Position Location: New York, NY, IL (Hybrid - 4 days onsite per week) Key Responsibilities: Campaign Strategy & Development Develop and refine integrated brand campaign strategies aligned with company objectives and brand positioning. Define target audiences, market segments, and budget recommendations that inform campaign design. Partner with creative teams and agencies to translate brand narratives into compelling, multi-channel campaign concepts. Channel & Media Planning Partner with performance marketing, digital, creative teams and agencies to select channels (paid, owned, earned, internal) that maximize reach and impact. Drive media planning and allocation recommendations in collaboration with performance marketing. Activation & Execution Actively manage campaign briefs, creative development, and stakeholder reviews. Directly lead elements of campaign activation while guiding and enabling your Campaign Manager and cross functional partners to execute with excellence. Ensure campaign consistency across internal (employees, stakeholders) and external (clients, prospects, partners) audiences. Performance & Optimization Monitor campaign performance through established KPIs and dashboards. Recommend optimizations in real-time to improve engagement, efficiency, and ROI. Leadership & Collaboration Serve as a player-coach-contributing directly to campaign work while developing and mentoring your direct report. Act as a key partner to senior marketing, product, and commercial leaders, ensuring campaign alignment with business priorities. Collaborate closely with creative, content, media, and analytics Centers of Excellence. Qualifications: 7-10 years of experience in brand marketing, campaign strategy, or integrated marketing roles. Proven track record designing and delivering multi-channel brand campaigns that balance brand and demand objectives. Strong understanding of media planning and channel selection across paid, owned, earned, shared and internal communications. Experience working within a matrixed, global marketing organization. Exceptional stakeholder management skills, with ability to influence at senior levels. Strong analytical mindset; ability to interpret data and translate insights into actionable strategies. Prior leadership or management experience required; ability to both do and enable work. Why Join Us? This is a rare opportunity to build and scale a strategic campaign function at a leading global brand in financial services. You'll play a hands-on role in delivering integrated brand campaigns while also developing talent and scaling the function. As a player-coach, you'll help shape how we bring our challenger brand positioning to life in the market-unlocking growth, influence, and connection across diverse audiences. 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.

About the Role Morningstar DBRS is seeking an Analyst or Senior Analyst to support the Funds new issue credit ratings team, which is part of the U.S. Structured Credit (US SC) team. US SC is a credit rating analytics team that assigns credit ratings, monitors credit ratings, develops research and maintains credit rating methodologies for investment fund debt (including feeder fund debt, subscription lines and collateralized fund obligations (CFOs)), collateralized loan obligations (CLOs), other corporate securitizations and bespoke credit rating opportunities. Job Responsibilities Assist analysts assigning new credit ratings on various fund financing transactions, including but not limited to, feeder fund debt, main fund secured facilities and unsecured debt, subscription loan facilities, and collateralized fund obligations. Assist with transaction analytics including portfolio and data analysis using Morningstar DBRS developed predictive models and analytical tools and applying credit rating methodologies. Support in managing the new issue ratings process and administration, while adhering to the relevant rating methodology, compliance, regulatory and company policies and procedures. Collaborate with the ratings team in producing committee materials and memos, presenting to a credit ratings committee, and authoring pre‐sale and new issue credit rating reports, among other relevant disclosures. Assist in monitoring transaction performance and market developments, including changes in fund strategy, investor base, and macroeconomics conditions relevant to structured credit. Collect, organize, and analyze fund financial statements, investor reports, and portfolio data to support initial rating and ongoing surveillance. Assist in reviewing and analyzing fund documentation, including credit agreements, limited partnership agreements (LPA's), and other related legal documents. Maintain internal databases and ensure timely updates for related transaction records. Participate in onsite manager due diligence meetings and calls with market participants and issuers. Collaborate with other Morningstar DBRS credit teams to support credit rating surveillance, analysis, administration, and research. Assist in research and financial analysis for senior analysts, rating committees, research, investor meetings, and conferences. Qualifications Undergraduate degree in finance, accounting, business, economics, or related discipline is required. No previous related experience is required. Strong interest in credit funds, BDCs, CLOs, private credit and/or private equity encouraged. Advanced knowledge and practical skills in using Microsoft Excel, Word, PowerPoint and Outlook. Excellent written and oral communication skills. Demonstrate analytical abilities, with a high attention to detail and producing high quality work. Willingness and ability to learn new analytical approaches proactively. Willingness and ability to think creatively. Ability to work in a fast-paced environment with multiple deadlines. Self-starter with ability to prioritize and complete critical work quickly, independently and with a sense of urgency. Must be team player with strong interpersonal skills. Curiosity to develop new applications and to perform complex analyses. Nice to Have Financial industry and/or structured finance experience. Rating agency experience. Knowledge of analytical programming languages (Python, etc.) is a plus. 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 $90,000.00 - 120,000.00 USD Annual Incentive Target Percentage 15% 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