Job Description:The Role
The Manager position in Asset Management Risk provides general operational risk oversight for Fidelity Digital Asset Management and related businesses. Responsibilities include gathering important industry, market, and internal data, developing tools to measure risks and trends, and evaluating how these issues may impact Asset Management, our clients, and associates. This role will be accountable for analyzing data and controls to identify emerging and significant risks, perform targeted data-driven risk assessments, and develop risk management reporting using data visualization tools. The ideal candidate will have demonstrated commitment and passion for risk management, asset management, and academic/or work experience in related markets or fields. Candidates with SQL, programming, or data visualizations skills would be a plus. Strong communication, presentation and writing skills are also an important success factor. This role requires someone who is hard-working, eager to learn, and results oriented.
The Expertise and Skills You Bring
Bachelor's degree required
5+ years of relevant work experience in the financial industry, crypto experience preferred
Experience in Compliance, Risk, or Operations related to crypto/blockchain products, data, services
Demonstrated analytical skills with the ability to work with and summarize data from multiple sources
Experience working with blockchain technology or related enterprises
Executive level presentation skills required
Project management experience
Experience with data analysis techniques and visualization tools (e.g., Tableau), a plus
Experience with common data science tools & languages, a plus
CFA and/or FRM certifications a plus
Foundational understanding of blockchain technology
Ability to engage with multiple teams to establish a collaborative and interdisciplinary approach
Natural intellectual curiosity, initiative, and love for learning new skills and capabilities
Skilled at operating autonomously to achieve results in a dynamic environment
Thrives in a dynamic organization where priorities shift to meet evolving business needs
Superb verbal and written communications skills
Strong data analysis skills (e.g., tools, strategies)
Staying abreast of the latest innovations across industry
Problem solver with a blend of creativity and analytical rigor
The Value You Deliver
Analyze data and controls as well as identifying latent and emerging risks. The results of this analysis will be compiled into comprehensive management reports, including visual aids, analysis of data analytics and conclusions.
Actively perform proactive and targeted data analysis to identify risks for management.
Perform ad-hoc quality control reviews for presentations and reports built by the team to ensure the integrity of the materials.
Partner with business units to ensure that controls are working as intended and to improve the efficiency and effectiveness of processing.
Note: Fidelity is not providing immigration sponsorship for this position
The Team
Asset Management Risk, part of Fidelity's Risk organization and aligned with Asset Management's Compliance Risk and Business Operations Group (CRBO), provides guidance to management and business units by proactively identifying and monitoring risks to protect the interests of the firm, its clients, and associates. To execute this goal, Asset Management Risk is responsible for identifying, analyzing, aggregating, and reporting on significant and emerging risks to assist management in strengthening their controls and processes.
The base salary range for this position is $80,000-153,000 USD per year.
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.
Certifications:Category:Risk
$80k-153k yearly 2d ago
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Senior Scrum Master, Digital Assets
Fidelity Investments 4.6
Boston, MA job
The Role
As a Senior Scrum Master, you will blend deep scrum expertise with a passion for mentoring, coaching and constant improvement. As part of a highly collaborative team, you will advise, mentor, coach, and train on performance against agile values, practices, and processes to accelerate team value delivery. In partnership with the Squad Leader, you will maintain a backlog, help to remove impediments, and facilitate agile events such as the daily scrum, sprint planning, backlog refinement and retrospectives. You will participate in scaling activities as you manage interdependencies across teams. You will examine and improve team performance through metrics and find opportunities with the team to fully realize the benefits of working in an agile structure.
The Expertise and Skills You Bring
4 years of hands-on experience as a scrum master
Jira and Jira Align experience required
Bachelor's degree and/or equivalent experience preferred.
Certified Scrum Master preferred.
Demonstrated expertise in application of Agile/Scrum Principles to help accelerate value delivery.
Excellent communication and people-interaction skills and can rapidly build trust and positively influence others at all levels of the organization.
Demonstrate a continuous improvement approach.
Quality Execution - attention to detail with unwavering dedication to quality
Partnerships - develop positive relationships and champion a collaborative team environment
Leadership - demonstrated expertise of leading, influencing, and motivating colleagues without formal authority with a track record of building engaged and empowered teams
Note: Fidelity will not provide immigration sponsorship for this position
The Team
Fidelity Digital Assets , a Fidelity Investments Company, is developing a full-service enterprise-grade platform for storing, trading, and servicing digital assets, such as Bitcoin and Ethereum. Fidelity Digital Assets embraces an entrepreneurial culture and startup mindset while serving as one of the most innovative business units within Fidelity Investments. Our global, diverse team of hundreds of forward-thinking professionals lead with agility and creativity to build solutions that bridge the gap between traditional institutional investors and their exposure to digital assets. The firm's tenure and experience across multiple business lines present our employees with unprecedented access to knowledge, technology, and resources that help our team reshape the future of finance.
The Fidelity Digital Assets Product Delivery team is central to enhancing and delivering platform capabilities that serve Fidelity Digital Assets Institutional clients and platform consumers to offer Digital Asset products to their customers. Members of our team are highly dynamic, team-oriented and partner with each other, business partners and their squads. We lead by example, seek to continuously improve, deliver creative solutions that solve complex challenges and/or advance the business, and seek to increase the value we provide through our product delivery practice.
#cryptojobs
The base salary range for this position is $85,000-171,000 USD per year.
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.
Certifications:Category:Program/Project Management
$85k-171k yearly 1d ago
Product Strategist, Fidelity Digital Assets
Fidelity Investments 4.6
Boston, MA job
The Role
The Senior Manager, Product Strategy role is focused on the advancement of our digital asset platform capabilities and crafting new, innovative products to meet the needs of our global institutional client base, now and in the future. You will contribute to long-term product and business strategy, partnering with the team to refine the product roadmap through your understanding of the market and underlying technology, and interpretation of future needs of our broad client base.
In addition, you will develop new product proposals, define end-to-end design for those products (i.e., from user experience through enabling operational and technical capabilities), and drive them through execution, collaborating across the firm.
Expertise and Skills you Bring
5+ years of experience in financial services, preferably in product management or similar domain
Clear and effective communicator with strong presentation skills and proven ability to articulate complex technical concepts in a digestible manner to senior audiences
Detail-oriented, analytical approach to problem solving
Understanding and strong interest in financial markets, cryptocurrencies, and blockchain
Commercial mindset and understanding of financial concepts
Proven ability to build strong relationships and trust company-wide
Ability to support multiple time-sensitive objectives while maintaining high quality standards
Ability to influence even when holding a position contrary to the majority
Note: Fidelity is not providing immigration sponsorship for this position
The Team
Fidelity Digital Assets is a subsidiary of Fidelity Investments and operates as a separate business dedicated to digital assets. Our team combines the operational and technical experience that institutions and investors have grown to expect from a Fidelity business to deliver a completely new offering for this asset class. We are dedicated to building products and services that help institutions adopt digital assets and innovate within the increasingly digital world of finance.
Product Strategy leads the strategy and vision for Fidelity Digital Assets product offerings. They are responsible for the overall user experience of our custody & trading platform as well as the tailored solutions & resources available to our clients. They constantly evaluate industry & market trends, business needs and use those insights to enhance our existing experience or incubate new offerings. They work closely with the Product Delivery team to bring their strategy to life for our clients. Members of our team have a commercial mentality, drive for innovation and range of backgrounds with a passion for digital assets, markets and financial services products.
The base salary range for this position is $89,000-180,000 USD per year.
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.
Certifications:Category:Product Management
$89k-180k yearly 1d ago
Vice President, Associate General Counsel
Fidelity Investments 4.6
Jersey City, NJ job
The FMR LLC Legal Department has a unique opportunity for an innovative attorney to join our Asset Management Legal Team as Vice President, Cryptocurrency and Blockchain role. This role focuses on groundbreaking asset management products and services offerings for digital assets, including cryptocurrency and tokenization.
The role will involve coordination and collaboration with colleagues in the Fidelity Digital Asset Management business group, Asset Management Legal team as well as across the larger Fidelity Legal Group, other Fidelity business units, and control function business partners in the structuring and development of innovative cryptocurrency and blockchain enabled products and ideas in support of investment activities, operations, and distribution of products and services across client segments and for the company's proprietary and employee accounts.
The Expertise and Skills You Bring
J.D. required, member in good standing with the New York, New Jersey, California, Illinois, New Hampshire, Rhode Island and/or Massachusetts State Bar Associations.
A minimum of 7-10 years of relevant experience in the practice of law having a combination of law firm and in house experience.
Expertise in U.S. federal securities laws and regulations, including Securities Act of 1933, Securities Exchange Act of 1934, Advisers Act, the Investment Company Act, and the Commodity Exchange Act. Knowledge and experience with the intersection between the blockchain and transfer agency rules for registered fund products a plus.
Substantive expertise and business acumen with the following: crypto and blockchain technology applications in financial services that may include stablecoins, crypto custody, trading, staking, payments, and DeFi, tokenization, and related blockchain and smart-contract enabled financial applications and asset management product offerings.
Experience with technology startups and new business initiatives a plus.
Crisp, clear business partner with oral and written communication skills, in particular the ability to reduce complex legal issues to straightforward, practical analysis and advice.
Natural collaborative approach in influencing and devising pragmatic and creative solutions across a variety of issues in a dynamic environment with an entrepreneurial spirit and desire to learn.
Ability to build and maintain strong relationships and credibility, internally and externally.
Ability to manage outside counsel to provide excellent legal services in a cost-effective manner.
Note: Fidelity is not providing immigration sponsorship for this position
The Team
Provide legal, regulatory, and strategic advice and counsel to our Fidelity Digital Asset Management team on all aspects of Fidelity's cryptocurrency and blockchain products and services business.
Advise Fidelity Digital Asset Management on the development and ongoing operations of asset management products and services involving digital assets and blockchain technology.
Advise business and control function partners in the context of new business initiatives, identification of changing laws and implementation of new legal and regulatory requirements in relation to investment products and services-related matters.
Evaluate new technology and tools relating to the digital assets and related asset management product offerings.
#FidelityAlts
The base salary range for this position is $140,000-285,000 USD per year.
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.
Certifications:Category:Legal
$85k-122k yearly est. 1d ago
Smart Contract Engineer/Data Science Associate
Fidelity Investments 4.6
Jersey City, NJ job
The Role
We are seeking a highly skilled and technically driven individual with deep expertise in blockchain engineering and applied data science to join Fidelity Digital Asset Management. This role is ideal for a hands-on expert who thrives in architecting and deploying advanced blockchain solutions, smart contracts, and quantitative models that support Research, Trading, Risk, and Operations. You will serve as a senior technical authority, driving innovation and ensuring the robustness of our digital asset infrastructure.
Key Responsibilities
Architect and oversee the development of blockchain-based systems and smart contracts across EVM, Solana, and Cosmos SDK platforms.
Lead technical design and implementation of crypto infrastructure, including secure deployment pipelines, testing frameworks, and audit processes.
Collaborate with quant researchers and data scientists to integrate blockchain data into predictive models, optimization engines, and trading algorithms.
Conduct deep technical reviews and audits of smart contracts, ensuring security, scalability, and compliance with DeFi standards.
Evaluate and implement emerging technologies, protocols, and tooling to enhance Fidelity's digital asset capabilities.
Serve as a technical liaison across engineering, trading, and risk teams to ensure seamless integration of blockchain systems into core workflows
The Expertise and Skills You Bring
4+ years of hands-on experience in blockchain engineering, smart contract development, or crypto infrastructure, with a strong track record of technical delivery.
Deep understanding of EVM/SVM architecture, token standards (ERC-20, ERC-721, SPL), and DeFi primitives.
Proficiency in multiple programming languages including Python, Solidity, and JavaScript/TypeScript.
Experience with smart contract frameworks and tools such as Hardhat, Truffle, OpenZeppelin, Mythril, and Ganache.
Strong background in quantitative modeling, data science, or financial engineering, with experience applying models to trading or risk systems.
Proven ability to lead complex technical projects and mentor senior engineers in a collaborative, high-performance environment.
The Team
Fidelity Digital Asset Management [FDAM] is building an investment platform offering digital asset products and services designed to meet the growing needs of Fidelity's retail customers and intermediary and institutional clients. The Data Science team is a highly collaborative group leading technical projects across the FDAM organization to enable effective management of investment products and services. Project examples include integration of vendor infrastructure, constructing models or tools, building automation across technologies, and portfolio or business analytics. As a hands-on team lead you will be expected to understand the function needs to both meet the expected outcome and continue to drive innovation
The base salary range for this position is $140,000-285,000 USD per year.
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.
Certifications:Category:Data Analytics and Insights
Job Title: Director, Asset Management Treasurers Office, Alternative Product Oversight
The Role
As a Director of Alternative Product Oversight in Asset Management's Treasurers Office, you will be responsible for supporting the growing private equity, private credit, and real estate alternative product offerings by providing oversight of operational readiness, product life cycle events, accounting, and financial and regulatory reporting. You will think and work across Fidelity, partnering with Fidelity Fund and Investment Operations and with our key Asset Management business partners in Compliance, Risk, Technology, and the various Investment Divisions across the firm.
The Expertise And Skills You Bring
Bachelor's degree in accounting preferable.
A minimum of 10+ years industry or equivalent experience
Extensive knowledge of private credit, private equity, real estate, and other alternative investment product accounting and financial reporting
Exceptional research and analytical skills
A motivated self-starter committed to accuracy, quality and completion of tasks
Knowledge of operational risk management and internal controls, governance and oversight processes
Outstanding verbal, written and formal presentations communication skills
Ability to prioritize multiple tasks/initiatives and handle time-sensitive activities
CPA a plus.
Note: Fidelity is not providing immigration sponsorship for this position
The Team
The Asset Management Treasurers Office provides fiduciary oversight of Fidelity's funds, shareholder activity, and service providers. We use industry knowledge, technical experience, and our responsibility as fiduciaries to set and monitor adherence to fund policies, and we support the Funds' Boards of Trustees in fulfilling their responsibilities to the Fidelity Mutual Funds. In addition to overseeing Fidelity's existing products, we also actively support Asset Management's efforts to expand investment capabilities by ensuring appropriate oversight is in place for new products prior to implementation. #FidelityAlts
The base salary range for this position is $110,000-222,000 USD per year.
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.
Certifications:Category:Investment Operations
$110k-222k yearly 1d ago
Associate Analyst, Alternative Investments
Fidelity Investments 4.6
Jersey City, NJ job
The Role
The Associate Analyst, Alternative Investments, Asset Review position plays a unique and central role on a team dedicated to delivering World Class customer and transaction servicing around all aspects of alternative investment processing by vetting requests to support new products against our acceptability guidelines and asset servicing capabilities.
An Alternative Investment (AI) is a highly specialized investment vehicle that is tailored to sophisticated, high net-worth investors and are not traded on any public market.
Creatively construct, design, and implement procedures for new product offerings.
Assist in systems testing relating to industry-driven initiatives, internal enhancements and new business functionality.
Deliver quality assistance to our clients
Serve as a resource for technical issues and assist associates in problem solving.
Act as a functional subject matter expert and go-to person for complex situations and daily processing.
Play a leading role on assigned projects.
The Expertise and Skills You Bring
2+ years of brokerage operations experience or 5+ years related work experience preferred
Alternative Investment transaction servicing experience preferred
College degree preferred
Excellent interpersonal and communication skills (written and oral) to engage with clients and internal partners to provide them with the best quality experience
Strong analytical and problem-solving skills and ability to prioritize decisions in a fast-moving environment
Ability to work and build strong relationships across different teams within the organization
Note: Fidelity will not provide immigration sponsorship for this position.
The Team
The Alternative Investments team supports a leading-edge Alternative Investments platform that offers our customers the ability to represent limited partnerships, non-listed REIT's, fund of funds, registered and privately placed products above the line. Our Alternative Investment group is a part of the Operations & Services Group (OSG) and services all Fidelity lines of business and handles end-to-end operations from onboarding of assets, all transactions, reconciliation, and servicing requests. Demand for our service is growing at a significant rate, making this an exciting opportunity.
#FidelityAlts
The base salary range for this position is $48,000-91,000 USD per year.
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.
Certifications:Category:Brokerage Operations
$48k-91k yearly 1d ago
Director, Digital Assets, Financial Crimes Models & Analytics
Fidelity Investments 4.6
Jersey City, NJ job
Job Description:Director, Digital Assets, Financial Crimes Models & AnalyticsThe Role
We're seeking a Digital Assets Director to serve as a subject-matter expert and to lead the team directly/indirectly responsible for the development and maintenance of innovative cryptocurrency transaction monitoring and trade surveillance solutions. In this 100% crypto-focused role you will partner with Data Engineers, Data Scientists, Business Intelligence and Compliance professionals to oversee the buildout, management, and improvement of Fidelity's blockchain forensics and trade surveillance capabilities. The role will have broad exposure to senior leaders in Fidelity Digital Assets (‘FDA'), Legal, Risk and Compliance functions. You will partner with development teams to build out critical digital asset surveillance processes and be able to identify when a requirement isn't understood, or a process or control isn't sufficient. You will serve as an in-house crypto expert and thought leader, leveraging your expertise across all phases of the model development life cycle.
Responsibilities of this role:
Drive digital assets model development and enhancement initiatives.
Support crypto related new business initiatives from a blockchain analytics and on-chain compliance perspective.
Partner with Business Unit Technology functions to support development work relative to digital asset surveillance programs.
Manage a small but growing team of digital asset/business intelligence professionals to execute on the Models & Analytics Team's strategic vision.
Serve as a subject matter authority on blockchain forensics and cryptocurrency investigations, industry trends and standards.
Manage digital asset vendor relationship(s), participate in annual vendor oversight responsibilities and influence product roadmaps to maximize value from the relationships.
Maintain relationships with key stakeholders in the Financial Crimes Compliance team and those across Risk, Tech, and Business functions.
Present to senior leaders on cryptocurrency compliance trends, risks and impacts to the Financial Crimes Compliance program.
Support presentations to federal and state regulators on surveillance models and controls during annual exams and new product approval efforts.
Continually increase your knowledge and understanding of the evolving digital asset landscape, always cognizant of technical and regulatory developments, and alert to emerging risks.
Providing insight on all aspects of Fidelity's crypto operations
Positioning the Financial Crimes Compliance program to continue to protect Fidelity Investments customers and brand for years to come
The Expertise and Skills You Bring
Prior AML/Fraud advisory, surveillance, or investigative experience.
Prior financial crimes model development and/or maintenance experience.
Deep knowledge of the digital asset ecosystem, including cryptocurrencies, stablecoins, decentralized finance (bridging/swapping/minting/burning), and more.
Experience managing multiple initiatives simultaneously in addition to direct reports with their own projects. Experience with project planning, communicating with stakeholders, and monitoring and maintaining model performance.
Prior experience managing a team of high performing individuals with diverse skill sets.
Prior experience maintaining critical relationships with senior executives in Compliance, Tech, and Business functions.
Personal experience trading cryptocurrencies, stablecoins and/or NFTs.
Passion for cryptocurrencies and the broader crypto ecosystem in general.
Prior experience supporting regulatory response efforts.
Chainalysis Academy or Elliptic LEARN certifications a plus.
FINRA Series 7, 63, 24 or 9/10 registrations a plus.
Experience with blockchain analytics tools (e.g., Elliptic, Chainalysis, TRM Labs etc.) their various tool suites, and conducting crypto investigations using these products
Knowledge of digital asset AML & fraud typologies such as peel chains, mixers/privacy wallets, pig butchering investment and romance scams, use of non-AML/KYC compliant services or dApps to obfuscate prior activity, and indirect exposure through VASP transactions and correspondent relationships
Capable of deep-diving raw data to understand database and table structure, data location and potential data gaps (raw vs. front-end systems) while clearly articulating findings
Able to navigate front-end systems and the databases where relevant crypto data is being stored communicating with technologists
Excellent listening, communication (verbal and written), influencing, and presentation skills
Knowledge/experience with Agile frameworks and methodologies a plus
Passionate about crypto and its intersection with Financial Crimes
Intellectually curious and an early adopter of new technology
Very thorough with strong documentation skills
Able to communicate and explain crypto concepts to non-technical audience
Great demeanor, teammate, and effective contributor
Strong interpersonal skills
Note: Fidelity is not providing immigration sponsorship for this position
The Team
The Financial Crimes Models & Analytics Team is part of the Financial Crimes Compliance organization. The organization strives to protect Fidelity's businesses, clients, customers, and reputation by providing effective and timely analytical and investigative services, enabling us to provide the optimal balance of risk management and customer experience.
Financial Crimes Models & Analytics is an agile development team supporting all phases of the software development life cycle. We're looking for curious individuals that love data, have a passion for technology and digital assets and thrive in a team-based culture. You will work with vast amounts of data across numerous Fidelity business lines. You'll have the opportunity to learn, test and implement new technologies supporting both existing and new Fidelity businesses.
The Financial Crimes Models and Analytics Team within Fidelity Investments Financial Crimes Compliance group is responsible for the design, development and maintenance of the firms FCC detection and screening models. We partner with colleagues across Fidelity's Corporate Technology, Compliance, Investigations, Legal and Risk groups to build software, data science and analytics solutions that support the firms monitoring programs. The Analytics team supports Fidelity's Economic Sanctions, Negative Media, Customer Risk Rating, Insider Trading, Elder Financial Exploitation, Digital Assets, Low-Priced Securities, International Payments, surveillance, and screening programs.
The base salary range for this position is $110,000-222,000 USD per year.
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.
Certifications:Category:Business Analytics and Insights
$110k-222k yearly 5d ago
Legal Contracts Negotiator - Equity Derivatives
Fidelity Investments 4.6
Jersey City, NJ job
Join Fidelity Fund & Investment Operations (FFIO) as a Contract Negotiator and play a critical role in supporting global derivatives trading for one of the world's leading asset managers. This is an opportunity to work on complex, high-impact agreements and collaborate with top legal and business professionals across the industry. Proficiency in equity derivatives documentation is critical to supporting a rapidly growing and strategically important area within Fidelity's Asset Management business. Key responsibilities include:
Negotiate a wide range of trading agreements, including ISDA Master Agreements, Master Confirmation Agreements (MCAs), bespoke equity confirmations, Futures & OTC Clearing agreements, Cleared Derivative Execution Agreements (CDEAs), MSFTAs, Collateral Control Agreements (CCAs), and Prime Brokerage Agreements.
Familiarity with 2002 ISDA Equity Derivatives Definition
Ensure documentation meets global regulatory standards (Dodd-Frank, EMIR, MiFID II, etc.).
Partner with internal legal, compliance, and AML teams, as well as external counterparties.
Identify and escalate legal, credit, and operational risks.
Maintain and enhance documentation templates and playbooks.
Support fund launches, restructurings, and strategic initiatives by ensuring timely documentation. This includes coordinating with internal stakeholders to assess documentation impacts, manage bespoke requirements, and facilitate readiness for new fund launches, restructurings, and strategic initiatives involving equity derivatives and other sophisticated instruments
Drive process and technology improvements to strengthen legal support.
Identify and escalate legal, credit, and operational risks
The Expertise and Skills You Bring
Bachelor's degree required, paralegal/JD beneficial
Extensive experience negotiating equity derivatives documentation and related agreements.
Strong understanding of equity derivatives products, legal concepts, and global market regulations.
Ability to negotiate complex terms, including fallback language, collateral terms, netting provisions, and termination events.
Proven ability to manage high-volume negotiations and customized documentation structures.
Excellent communication, relationship-building, and problem-solving skills.
Ability to thrive autonomously in a fast-paced environment while handling a high volume of work and maintaining attention to detail.
Experience implementing process improvements and leveraging technology solutions.
Knowledge of regulatory impacts (Dodd-Frank, EMIR, FATCA, MiFID II, FINRA) on derivatives and trading markets.
Facilitate legal and regulatory readiness required for fund and client events for international markets and sophisticated products.
Act as a liaison with banking relationships on behalf of Fidelity for documentation and regulatory adherence to ensure operational readiness.
Ability to build strong relationships externally with industry partners and internally across legal, various product groups, investment services, trading operations, and other operational groups across Asset Management and FFIO
Experience negotiating terms with counterparties, including fallback language, collateral terms, netting provisions, and termination events
The Team
The Global Product Documentation Negotiator will join a team within the Fidelity Fund & Investment Operations division to assist in completing agreements for intricate products. There is focus on growing a more robust legal support function for complex product documentation (including ISDA, Futures & OTC Clearing, futures give up agreements, Cleared Derivative Execution Agreements (CDEA), MSFTA, & Collateral Control Agreements (CCA).
#Fidelityalts
#FFIOALTS
The base salary range for this position is $85,000-171,000 USD per year.
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.
Certifications:Category:Investment Operations
$85k-171k yearly 1d ago
Vice President, Trading Engineering
Fidelity Investments 4.6
Jersey City, NJ job
Job Description:Vice President Trading Engineering Role
We are currently sourcing for a Vice President Trading Engineer for Crypto Trading to work in Jersey City, New Jersey.
The Role
Vice President Trading Engineer will be working in development and delivery of high quality, timely and maintainable software solutions in an agile environment which meet functional and non-functional business requirements. This role will involve partner & stakeholder engagement, design and release support.
Designing and implementing technology solutions for the Fidelity Digital Asset business
High Performance algorithms for trading / crypto trading
Working closely with our business partners to contribute to business-critical initiatives
Demonstrate software engineering excellence through continuous integration, continuous deployment,
Keeps current with IT blueprint, frameworks and technologies that would benefit us and improve our productivity; guides junior team members on technology
Collaborate with multiple stakeholders/large cross functional teams as part of work delivery
Follows practices and contribute towards innovative solutions to increase productivity
This is a hands-on role where you will write code for product features
Set technical direction for software developers by concluding design with other tech leads and architecture.
The Expertise and Skills You Bring
Bachelor's degree in computer science or related field required
At least 12 years of software engineering experience
Strong background in designing and developing low latency trading systems.
Experience in building SOR, Algo engine, or exchange-connectivity for Equities or Crpto.
Experience using kernel bypass e.g., Solarflare OpenOnLoad.
Extensive experience with modern Java using zero GC pattern.
Highly proficient in ultra-low latency design patterns and optimizing trading systems.
Hands on experience with low latency messaging products, such as Aeron, Solace or 29West.
Knowledge of FIX protocols
Proficient in SQL and a working knowledge of relational and time series databases
Experience with designing APIs, distributed systems, asynchronous workers and resilient messaging services
An understanding of cloud-based deployments using Kubernetes and AWS
Ability to build reliable software that can withstand unreliable environments
Can provide leadership and mentorship across small, agile teams in a very collaborative environment where your ideas are welcome
Solid analytical, communication, and organizational skills
An interest in and experience with cryptocurrencies and a passion for keeping up to date in the space.
Have the drive and ability to deliver software with a high degree of automation
Proficient with version control systems and can handle development for multiple releases in parallel
Have the spirit and willingness to contribute to org level innovation
Have a learning mindset and is able to demonstrate versatility in addition to your specialization
Should have the ability to work effectively with both partners and project team members
Have Knowledge of Agile methodologies or iterative development processes
Have Knowledge of Acceptance test-driven development a plus.
Have Ability to take ownership
Coach team members and take accountability for the deliverables
Excellent collaboration and Interpersonal skills
Great attitude, being a mentor, team player and effective contributor
You have Focus on productivity
Experience in Capital markets or Crypto Currency specifically with exposure to Trading, Algo Trading.
The Team
Fidelity Digital Assets , a Fidelity Investments Company, is developing a full-service enterprise-grade platform for storing, trading and servicing digital assets, such as Bitcoin and Ethereum.
Fidelity Digital Assets adopts an entrepreneurial culture and startup approach while serving as one of the most innovative business units within Fidelity Investments. Our global, diverse team of hundreds of forward-thinking professionals lead with agility and creativity to build solutions that bridge the gap between traditional institutional investors and their exposure to digital assets. The firm's tenure and experience across multiple business lines present our employees with unprecedented access to knowledge, technology, and resources that help our team reshape the future of finance.
As a Software Engineer you will be an integral part of the Trading team. You'll get the opportunity to develop your skills, collaborate across Fidelity teams and continue to learn in a fun, collaborative, iterative, and rapidly changing environment.
This is a hands-on role where you will write code for product features. It is a great opportunity to build secure, scalable, resilient cloud-based services utilizing modern software development practices. You will get the opportunity to develop your skills, collaborate across Fidelity teams and continue to learn in a fun, collaborative, iterative, and rapidly changing environment.
The Fidelity Digital Asset Trading Team is responsible for platform services and APIs that manage trading of crypto currency. Platform contains a crossing engine and a smart router that would connect and send client orders to other exchanges and liquidity providers. In addition to aggregating market data and routing orders the platform also includes multiple internal/external facing user interfaces and API and services to support the platform.
The base salary range for this position is $140,000-285,000 USD per year.
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.
Certifications:Category:Information Technology
$140k-285k yearly 2d ago
Principal Trading Engineer (Java, Algo, SOR)
Fidelity Investments 4.6
Jersey City, NJ job
We are currently sourcing for a Principal Trading Engineer (Java, Algo, SOR) for crypto Trading to work in Jersey City, New Jersey.
The Role
The Principal Trading Engineering (Java, Algo, SOR) will be working in development and delivery of high quality, timely and maintainable software solutions in an Agile environment which meet functional and non-functional business requirements. This role will involve partner & stakeholder engagement, design and release support. In this role, you will be an integral part of the Trading Team where you'll get the opportunity to develop your skills, collaborate across Fidelity teams and continue to learn in a fun, collaborative, iterative, and rapidly changing environment. This is a hands-on role where you will write code for product features. It is a great opportunity to build secure, scalable, resilient cloud-based services utilizing modern software development practices.
This is a hands-on, individual contributor role where you will be responsible for:
Designing and implementing technology solutions for the Fidelity Digital Assets business
High Performance algorithms for trading / crypto trading
Working closely with our business partners to contribute to business-critical initiatives
Demonstrate software engineering excellence through continuous integration, continuous deployment
Keeps current with IT blueprint, frameworks and technologies that would benefit us and improve our productivity; guides junior team members on technology
Collaborate with multiple stakeholders/large cross functional teams as part of work delivery
Follows practices and contribute towards innovative solutions to increase productivity
This is a hands-on role where you will write code for product features
Set technical direction for software developers by concluding design with other tech leads and architecture
The Expertise and Skills You Bring
Bachelor's degree in computer science or related field required
10+ years of trading engineering experience
Experience in Capital markets or cryptocurrency specifically with exposure to Trading, Algo Trading
Strong background in designing and developing low latency trading systems
Knowledge of WebSocket and FIX protocols
Experience in building matching engine, OMS/EMS or exchange-connectivity platform
Experience using kernel bypass e.g. Solarflare OpenOnLoad
Extensive experience with modern Java using zero GC pattern
Highly proficient in ultra-low latency design patterns and optimizing trading systems
Hands on experience with low latency messaging products, such as Aeron, Solace or 29West
Proficient in SQL and a working knowledge of relational and time series databases
Experience with designing APIs, distributed systems, asynchronous workers and resilient messaging services
An understanding of microservice architecture and cloud-based deployments
An understanding of sequencer architecture
Ability to build reliable software that can withstand unreliable environments
Can provide leadership and mentorship across small, agile teams in a very collaborative environment where your ideas are welcome
Solid analytical, communication, and organizational skills
An interest in and experience with cryptocurrencies and a passion for keeping up to date in the space
Have the drive and ability to deliver software with a high degree of automation
Proficient with version control systems and can handle development for multiple releases in parallel
Have the spirit and willingness to contribute to org level innovation
Have a learning mindset and can demonstrate versatility in addition to your specialization
Should have the ability to work effectively with both partners and project team members
Have knowledge of Agile methodologies or iterative development processes
Have knowledge of Acceptance test-driven development a plus.
Have ability to take ownership
Coach team members and take accountability for the deliverables
Excellent collaboration and Interpersonal skills
Great attitude, being a mentor, team player and effective contributor
You have a focus on productivity
The Team
Fidelity Digital Assets , a Fidelity Investments Company, is developing a full-service enterprise-grade platform for storing, trading and servicing digital assets, such as Bitcoin and Ethereum.
Fidelity Digital Assets adopts an entrepreneurial culture and startup approach while serving as one of the most innovative business units within Fidelity Investments. Our global, diverse team of hundreds of forward-thinking professionals lead with agility and creativity to build solutions that bridge the gap between traditional institutional investors and their exposure to digital assets. The firm's tenure and experience across multiple business lines present our employees with unprecedented access to knowledge, technology, and resources that help our team reshape the future of finance.
The Fidelity Digital Asset Trading Team is responsible for platform services and APIs that manage trading of cryptocurrency. Platform contains a crossing engine and a smart router that would connect and send client orders to other exchanges and liquidity providers. In addition to aggregating market data and routing orders the platform also includes multiple internal/external facing user interfaces and API and services to support the platform.
#cryptojobs
The base salary range for this position is $126,000-255,000 USD per year.
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.
Certifications:Category:Information Technology
$77k-94k yearly est. 4d ago
Director of Finance
Huntington San Francisco 4.4
San Francisco, CA job
Compensation Type: Yearly Highgate Hotels:
Highgate is a leading real estate investment and hospitality management company with over $15 billion of assets under management and a global portfolio of more than 400 hotels spanning North America, Europe, the Caribbean, and Latin America.
With a 30-year track record as an innovator in the hospitality industry, this forward-thinking company provides expert guidance through all stages of the property cycle, from planning and development through recapitalization or disposition. Highgate continues to demonstrate success in developing a diverse portfolio of bespoke lifestyle hotel brands, legacy brands, and independent hotels and resorts, featuring contemporary programming and digital acumen. The company utilizes industry-leading revenue management tools that efficiently identify and predict evolving market dynamics to drive outperformance and maximize asset value.
With an executive team of seasoned hospitality leaders and corporate offices worldwide, Highgate is a trusted partner for top ownership groups and major hotel brands. ****************
Location:
Located in the exclusive Nob Hill neighborhood and in the process of going through a complete reimagination, The Huntington provides guests with modern amenities and conveniences within a historic space. Guests can enjoy fine dining, a three level spa, beautiful rooms and suites as well as meeting and event spaces without ever leaving the property. The Huntington provides guests with the best location and amenities San Francisco has to offer.
Overview:
A Career-Defining Opportunity: The Huntington - San Francisco's Living Legacy and Urban Estate on Nob Hill
The opening of The Huntington marks the reemergence of a Nob Hill icon, the first luxury hotel debut in San Francisco since 2022 and a defining moment in the city's renaissance. With renewed investment in culture, dining, and hospitality, San Francisco is actively restoring its place on the global stage. For the elite leader, this is a singular invitation to set the global standard for luxury and shape the future of hospitality in one of the world's most storied destinations.
At The Huntington, nearly a century of heritage and modern elegance converge in a reimagined urban estate envisioned by a world-class designer. The hotel will stand as San Francisco's cultural connoisseur, offering gracious accommodations, a signature restaurant, and the city's most luxurious spa.
To join this landmark opening is to take part in a milestone moment: setting the standard for ultra-luxury hospitality in San Francisco for a new generation.This project is being realized through a partnership between Highgate, a global leader in hospitality management and real estate investment, and Flynn Properties, one of San Francisco's most respected developers.
The Director of Finance is responsible for providing consistent leadership in the financial area of the hotel by focusing on the profitability of the business; maintaining accurate and timely financial reporting; ensuring acceptable levels on internal control; ensuring compliance with all federal, state, and local regulations and Highgate Hotels ‘s Standard Operating Procedures; and safeguarding owners/investors assets.
Responsibilities:
Effectively manage and communicate cash flow related issues. This includes the accurate and timely preparation of monthly financial statements for the property: cash flow statements, management of receivables, payables, cash balances, control mechanisms and timely deposits of all funds.
Monitor hotel revenues and expenses and ensure the accurate recording in accordance with Highgate Hotels established guidelines. Monitors and controls Hotel's cash flow and operating forecast.
Creates annual budgets and monthly variance analysis. Investigates and critiques variances to budget or to prior year and offer practical improvement methodologies to management.
Ensure hotels' compliance on all regulatory licenses and permits, leases, contracts, legal agreements, and the proper execution of all operational taxes. Provide assistance to management in enforcing compliance on all these items.
Analyze financial data and operations in order to assist and advise management in maintaining the hotels' financial objectives.
Complies with Standard Accounting policies and procedures and internal controls for finance and accounting operations
Timely reviews and approval of all balance sheet accounts, including monthly bank reconciliation and general ledger account reconciliations.
Establish and continually audit all internal financial controls including purchasing, cash handling, disbursements, inventories, hotel assets, master keys, payroll, and employee records.
Successful completion of all internal and external financial audits, including coordination of work with CPA firms and delivering information requested by auditors on a timely basis.
Hire, train, supervise and develop staff, including coaching, counseling and discipline.
Maintain compliance with Highgate Hotels' standards and regulations to ensure safe and efficient operation of the hotel.
Directs or prepares all financial reports in accordance with Highgate Hotels' requirements, meeting various due dates and deadlines, i.e:
Weekly: A/R & A/P Aging, Flash Reports, Payroll Reports, Revenue Updates
Monthly: Financial Statements, Forecasting KeyStatistics Report, Cash Flow
Annual: Budgets, 5-Year Plans, 5-Year Capital Plans
Timely interacts with Executive Committee members to assure that property operations are on track and under control at all times.
Monitor hotels' compliance in meeting required report deadlines and due dates and react accordingly.
Monitor the accurate production of the hotel daily operating report.
Executes other special projects and responsibilities as assigned.
Qualifications:
At least 5 or more years of Hospitality Finance/Accounting experience.
Prior Controller or Director of Finance experience, preferably at a premium-branded Hotel.
Excellent verbal and written communication skills.
Bachelor's degree required preferably in Finance or Accounting.
Must supervise 2 or more employees
Must be proficient in Windows, Company approved spreadsheets and word processing and in the operation of all hotel-specific systems.
Salary: $185K-$205K base with huge BONUS and GROWTH potential!
$185k-205k yearly Auto-Apply 4d ago
Executive Assistant
Workers Credit Union 3.8
Littleton, MA job
Job Title: Executive Assistant
Department: Executive Department
Department Location: Littleton, MA
Reports to: Chief of Staff
Career Stream: Individual Contributor
Classification: Hybrid
FUNCTION:
The Executive Assistant (EA) provides high-level administrative and operational support to the Chief of Staff, the broader C-suite, and other senior leaders ensuring seamless communication, operational efficiency, and proactive support across the executive leadership team. This dynamic role requires a proactive, detail-oriented individual with exceptional organizational, problem-solving, and communication skills. The EA will manage complex calendars, coordinate meetings and travel, support board-related activities, and contribute to the planning of small-scale events. As a strategic and trusted partner, the EA must anticipate needs, think critically, and operate with a high level of professionalism, discretion, and confidentiality in a fast-paced, high-impact environment.
ESSENTIAL JOB DUTIES AND RESPONSIBILITIES:
Administrative Support:
Manage and prioritize calendars for the CEO, Chief of Staff, and other C-suite executives, including scheduling meetings and resolving conflicts.
Draft, proofread, and edit emails, reports, presentations, and other communications on behalf of executive leadership.
Coordinate domestic travel arrangements, including flights, accommodations, and itineraries for the executive team.
Monitor and organize executive email inboxes, draft responses, and ensure timely follow-up.
Prepare briefing materials and meeting documents for executive engagements.
Reconcile and submit expense reports for the CEO, Chief of Staff, and other C-suite members.
Support cross-functional communication and alignment between executive leadership and internal stakeholders.
Contribute to department and organizational initiatives as needed, demonstrating flexibility and a solutions-oriented mindset.
Board Liaison Support
Assist in coordinating logistics for Board and Committee meetings, including scheduling, agenda preparation, and meeting space arrangements.
Support the development and distribution of Board materials, including presentations and reports.
Serve as a point of contact for Board members regarding scheduling and communications.
Liaise with external consultants supporting Board development and effectiveness.
Maintain a high level of professionalism and confidentiality in all interactions with Board members and external stakeholders.
Meeting and Event Coordination and Support
Plan and coordinate small-scale meetings and events, such as board meetings, meetings with consultants/vendors, and team gatherings.
Manage virtual and in-person meeting logistics, including scheduling, developing agendas, capturing meeting minutes, tracking attendance, reserving meeting spaces, A/V setup, catering, and guest access.
Document detailed meeting minutes for substance and dissemination, accurately capturing decisions and actions.
Coordinate with vendors, suppliers, and other stakeholders to ensure successful event execution.
Office Management
Oversee office supplies and equipment, ensuring a well-stocked and functional workspace.
Maintain filing systems (digital and physical) for executive documents, contracts, and confidential materials.
Assist with onboarding new employees and maintaining office policies and procedures.
Serve as a point of contact for internal and external visitors to the executive suite, ensuring a welcoming and secure experience.
Support other administrative tasks as needed to ensure the smooth operation of the office.
Qualifications:
Proven experience as an Executive Assistant, Administrative Assistant, or similar role.
Demonstrated experience coordinating high-level meetings and events, both virtual and in-person.
Excellent organizational and time-management skills.
Strong written and verbal communication skills.
Proficiency in Microsoft Office Suite (Teams, Word, Excel, PowerPoint, Outlook).
Ability to handle sensitive information with discretion and confidentiality.
Capacity to work independently, anticipate needs, and solve problems proactively.
Preferred Attributes
High emotional intelligence and interpersonal skills.
Ability to synthesize complex information and communicate clearly.
Professional demeanor with tact and diplomacy.
Experience supporting board-level activities is a plus.
Comfort working across multiple executives and adapting to different working styles.
About Workers Credit Union: Since 1914, Workers Credit Union has existed to
Improve the Daily Lives of our Members
. We deliver on our core purpose by partnering with our members to help them make their best financial choices and improve their financial wellness. We call this The Workers Way and this is at the center of everything we do. Through our specialized financial counseling, we are pioneering a new member experience through high-touch service and convenient technology. We have grown to over 2.6 Billion in assets and serve over 120,000 members. We are one of the top performing credit unions in Massachusetts with big plans for the future!
Benefits:
Comprehensive medical, dental and vision plans
Basic life and AD&D insurance, short-term disability and long-term disability
15+ days of paid time off (PTO) per year
Up to 16 hours of volunteer time off (VTO) per year
11+ paid holidays
401(k) that includes a Safe Harbor Match of up to 4%.
Tuition Reimbursement Program
Mental health resources including an Employee Assistance Program (EAP)
Individualized learning and development programs
EEO Statement:
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.
$45k-53k yearly est. 2d ago
Human Resources Manager
Huntington San Francisco 4.4
San Francisco, CA job
Compensation Type: Yearly Highgate Hotels:
Highgate is a leading real estate investment and hospitality management company with over $15 billion of assets under management and a global portfolio of more than 400 hotels spanning North America, Europe, the Caribbean, and Latin America.
With a 30-year track record as an innovator in the hospitality industry, this forward-thinking company provides expert guidance through all stages of the property cycle, from planning and development through recapitalization or disposition. Highgate continues to demonstrate success in developing a diverse portfolio of bespoke lifestyle hotel brands, legacy brands, and independent hotels and resorts, featuring contemporary programming and digital acumen. The company utilizes industry-leading revenue management tools that efficiently identify and predict evolving market dynamics to drive outperformance and maximize asset value.
With an executive team of seasoned hospitality leaders and corporate offices worldwide, Highgate is a trusted partner for top ownership groups and major hotel brands. ****************
Location:
Located in the exclusive Nob Hill neighborhood and in the process of going through a complete reimagination, The Huntington provides guests with modern amenities and conveniences within a historic space. Guests can enjoy fine dining, a three level spa, beautiful rooms and suites as well as meeting and event spaces without ever leaving the property. The Huntington provides guests with the best location and amenities San Francisco has to offer.
Overview:
A Career-Defining Opportunity: The Huntington - San Francisco's Living Legacy and Urban Estate on Nob Hill
The opening of The Huntington marks the reemergence of a Nob Hill icon, the first luxury hotel debut in San Francisco since 2022 and a defining moment in the city's renaissance. With renewed investment in culture, dining, and hospitality, San Francisco is actively restoring its place on the global stage. For the elite leader, this is a singular invitation to set the global standard for luxury and shape the future of hospitality in one of the world's most storied destinations.
At The Huntington, nearly a century of heritage and modern elegance converge in a reimagined urban estate envisioned by a world-class designer. The hotel will stand as San Francisco's cultural connoisseur, offering gracious accommodations, a signature restaurant, and the city's most luxurious spa.
To join this landmark opening is to take part in a milestone moment: setting the standard for ultra-luxury hospitality in San Francisco for a new generation.This project is being realized through a partnership between Highgate, a global leader in hospitality management and real estate investment, and Flynn Properties, one of San Francisco's most respected developers.
The Human Resources Manager is responsible for assisting the Director of Human Resources with a variety of Human Resources functions. He/she is also responsible for filling all hourly positions in a timely manner, accurate and timely completion of paperwork, the understanding and enforcement of company policies, and assisting with benefits and workmen's compensation duties.
Responsibilities:
Administer insurance benefits, calculate billing totals, explain benefits, assist with completion of enrollment forms, and answer questions.
Compile review list and distribute to departments.
Compile Turnover Report, copy and distribute.
Enter payroll information on computer (wage information, changes).
Conduct prescreening interviews.
Respond to unemployment claims, maintain unemployment logbook.
Maintain new hire, termination, transfer and promotion logbook.
Audit hours worked in payroll reports for eligibility of benefits.
Compile wage surveys.
Monitor and maintain Leave of Absence log.
Monitor Workman's Compensation claims, complete First Report of Injury and Employers Report of Industrial Injury.
Answer questions regarding 401K Plan, vacation and benefits (insured and noninsured).
Maintain complimentary room night log, process employee requests.
Prepare and place recruitment advertising.
Process paperwork for terminating employees.
Maintain advertising logbook.
Become certified trainer in all Human Resources training modules.
Ensure compliance with all HR and related Loss Prevention SOP's.
Participate in Highgate Hotel Enrichment Committee.
Schedule Highgate Hotel Orientation.
Assist in Highgate Hotel Orientation - explain benefits, conduct tour of property.
Write articles and take pictures for property newsletter.
Assist with special projects; plan employee events (meetings, picnics, parties).
Coordinate Travel Reduction Program, write Travel Reduction Plan, conduct yearly transportation survey.
Maintain First Aid log.
Qualifications:
At least 1 year of progressive Human Resources experience in a hotel or a related industry required, ideally within luxury hotel.
Previous supervisory responsibility preferred.
College course work in related field helpful
High school diploma or equivalent required.
Long hours sometimes required.
Sedentary work - Exerting up to 10 pounds of force frequently or constantly to lift, carry, push, pull or otherwise move objects.
Maintain a warm and friendly demeanor at all times.
Must be able to effectively communicate both verbally and written, with all level of employees and guests in an attentive, friendly, courteous and service oriented manner.
Must be effective at listening to, understanding, and clarifying concerns raised by employees and guests.
Must be able to multitask and prioritize departmental functions to meet deadlines.
Approach all encounters with guests and employees in an attentive, friendly, courteous and service-oriented manner.
Attend all hotel required meetings and trainings.
Participate in M.O.D. coverage as required.
Maintain regular attendance in compliance with Highgate Hotel Standards, as required by scheduling, which will vary according to the needs of the hotel.
Maintain high standards of personal appearance and grooming, which include wearing nametags.
Comply with Highgate Hotel Standards and regulations to encourage safe and efficient hotel operations.
Maximize efforts towards productivity, identify problem areas and assist in implementing solutions.
Must be effective in handling problems, including anticipating, preventing, identifying and solving problems as necessary.
Must be able to understand and evaluate complex information, data, etc. from various sources to meet appropriate objectives.
Must be able to maintain confidentiality of information.
Perform other duties as requested by management.
$105k-136k yearly est. Auto-Apply 1d ago
Production Assistant
Cyrus 3.7
New York, NY job
We are seeking a detail-oriented and highly organized Apparel Production Assistant to join our dynamic team. The ideal candidate has a passion for the fashion industry and a strong desire to contribute to the production process of high-quality apparel. The Apparel Production Assistant will work closely with the production team to ensure the smooth and efficient execution of all production activities.
Responsibilities:
1. Assist in coordinating and managing the production schedule to ensure timely delivery of apparel products.
2. Maintain weekly WIP reports from factories/vendors and monitor production progress on each order. Escalate urgent issues to the manager immediately.
3. Review WIP with the manager weekly and provide status updates for each factory/vendor.
4. Support sample development and production processes, including sample tracking and fitting sessions.
5. Track, receive, and log lab dips, bulk fabrics, FIT/PPA/TOP samples and testing reports, ensuring timely distribution of comments to factories/vendors.
6. Resolve production issues by communicating with Design, Sales, and Technical teams when necessary
7. Assist in reviewing and approving shipping marks, packaging layouts, hangtags, and other production-related materials.
8. Support troubleshooting and resolving any issues that arise during the production process.
9. Stay updated on industry trends, technologies, and best practices to contribute ideas to improve production processes.
10. Negotiate pricing and production costs with vendors.
11. Perform other duties and responsibilities as assigned by the Production Manager or Supervisor.
Requirements:
1. Bachelor's degree in Fashion Design, Apparel Production, or a related field (preferred).
2. Minimum of 3 years' experience as a Production Assistant/Coordinator in Fashion industry.
3. Strong understanding of garment construction and production processes.
4. Proficiency in Microsoft Office Suite (Word, Excel, Outlook) and other relevant software applications.
5. Excellent organizational skills with the ability to prioritize tasks and manage multiple projects simultaneously.
6. Effective communication and interpersonal skills with the ability to work collaboratively in a team environment.
7. Detail-oriented mindset with a commitment to maintaining high-quality standards.
8. Ability to thrive in a fast-paced and deadline-driven environment.
9. Flexibility to adapt to changing priorities and requirements.
$35k-44k yearly est. 1d ago
Director, Architecture
Fidelity Investments 4.6
Boston, MA job
At Fidelity Brokerage, we are seeking an accomplished Cybersecurity Solutions Architect to support the Brokerage Solution Architecture team in defining secure, end-to-end technology strategy for the retail brokerage customer experience. In this role, you will lead efforts to continuously improve the cybersecurity posture and practices within the Brokerage technology Architecture and Engineering organizations in collaboration with Enterprise cybersecurity efforts.
The Expertise You Have
An ideal candidate will have a solid cybersecurity background and proven experience building secure, scalable systems within FinTech. The ideal candidate will also have an effective combination of interpersonal and technical skills enabling them to work effectively within large organizations, building relationships and collaborating with architecture, product owners, engineering, QA, and customers to bring new experiences and capabilities to market.
The Skills You Bring
7+ years of experience in cybersecurity engineering, developing cybersecurity programs, policies, and guidelines, and implementing mitigating controls within large-scale infrastructure portfolios
Proficient in Cloud Architectures, services, and patterns
7+ years of experience in software engineering delivering web and/or desktop applications
Experience with DevSecOps and authoring CI/CD automation
Deep understanding of well-architected framework implementation: Operational Excellence, Security, Reliability, Performance Efficiency, and Cost optimization
Proven leadership in Zero Trust architecture for hybrid and multi-cloud environments
Familiarity with secrets management and certificate lifecycle automation
Relevant certifications - CISSP, CCSP, ITIL, or equivalent
Solid understanding of cryptography controls and enterprise PKI operations
Practical use of Infrastructure as Code for secure repeatable builds
The base salary range for this position is $126,000-255,000 USD per year.
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.
Certifications:Category:Information Technology
$126k-255k yearly 4d ago
Client Relationship Specialist- Carlsbad, CA
Charles Schwab 4.8
Carlsbad, CA job
Regular
Your opportunity
As a Client Relationship Specialist (CRS), you have the opportunity to bring your passion for customer service to a role and a firm that will champion your growth in the financial services industry. You'll play a critical role in the operational success of this local Schwab branch, under the guidance of your Client Relationship Manager and Branch Manager, both of whom you will assist to help deliver an unparalleled client experience. Development and growth are at the core of this role. In the Branch Network at Schwab, you have both a clear growth path as well as endless opportunities to challenge yourself and deepen your expertise. Although licensing isn't required for the role, Schwab will support you to become licensed in the Series 7 and 63/66 if that is in line with your career goals. If you are looking for a step into the financial services industry that allows you to work with clients, expand your knowledge, and build a life-long career, this may be the opportunity for you.
What you have
Required Qualifications:
1+ years of Client/Customer Service experience
Preferred Qualifications:
Previous experience in Financial Services/Wealth Management and/or closely related industry.
While licensing is preferred, it is not required for this role, Charles Schwab will support employees in this role in obtaining and/or holding the Series 7 and 63/66 licenses
Ability to handle client needs with tact and diplomacy
Outstanding written and oral communication skills
Experience working independently and effectively as part of a team, while handling multiple tasks and responsibilities simultaneously
Ability to build and maintain good cross-enterprise working relationships
Basic understanding of brokerage regulations and rules that govern client accounts
May be asked to become a Notary
In addition to the salary range, this role is also eligible for bonus or incentive opportunities.
What's in it for you
At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact.
We offer a competitive benefits package that takes care of the whole you - both today and in the future:
401(k) with company match and Employee stock purchase plan
Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
Paid parental leave and family building benefits
Tuition reimbursement
Health, dental, and vision insurance
$48k-60k yearly est. 1d ago
Project Mananger
Vista Investments, LLC 2.5
Sacramento, CA job
🚀 We're hiring a Project Manager to take ownership of high-impact hotel renovation projects - starting with a flagship project in Sacramento.
🛠️ Project Manager (Construction) - Sacramento, CA | Full-Time
VISTA Investments is seeking an experienced Project Manager (Construction) to lead renovation and construction projects within our growing hospitality portfolio. You will first lead a flagship renovation project in Sacramento and subsequently manage projects across our wider hotel portfolio.
We are a vertically integrated hospitality company specializing in hotel ownership, development, renovation, and management. Our teams collaborate across design, construction oversight, operations, and project execution - allowing us to deliver efficient, design-forward hospitality assets.
🧭 Key Responsibilities
Lead and manage renovation and construction projects for hotel properties, starting with a flagship project in Sacramento.
Oversee contractors, subcontractors, schedules, budgets, RFIs, change orders, and construction documentation.
Coordinate with architects, engineers, designers, brand representatives, and ownership groups.
Ensure compliance with building codes, safety regulations, brand standards, and project specifications.
Conduct site visits, monitor progress, and proactively resolve delays or issues.
Own project budgets, schedules, cost reporting, and vendor invoicing.
Maintain clear communication across all project stakeholders.
Deliver projects efficiently while minimizing disruption to hotel operations when applicable.
🎯 What We Are Looking For
5+ years of experience in construction project management (hospitality renovation strongly preferred).
Solid background in renovation projects, ideally hotels or commercial interiors.
Proven ability to manage contractors, budgets, and multiple projects simultaneously.
Experience working with architects, engineers, city inspectors, and permitting authorities.
Strong understanding of construction sequencing, cost control, and safety processes.
Excellent communication and leadership skills.
Ability to travel to project sites as needed.
Bachelor's degree in Construction Management, Engineering, Architecture, or a related field (preferred).
🌟 Why Join Us
Lead a high-impact flagship renovation project in Sacramento.
Fast-paced, collaborative environment with direct exposure to senior leadership.
Stability of an established hospitality investment and development group.
Competitive compensation package
Potential for career progression and ongoing project growth across the West Coast.
If you are a construction professional looking to take ownership of meaningful hotel renovation projects, we would love to hear from you.
📩 Apply directly or reach out via LinkedIn message for a confidential conversation.
#hiring #constructionjobs #projectmanager #sacramentojobs #hotelrenovation #constructionmanagement #hospitalitydevelopment #westcoastjobs
$109k-141k yearly est. 5d ago
Smart Contract Engineer/Data Science Associate
Fidelity Investments 4.6
Boston, MA job
The Role
We are seeking a highly skilled and technically driven individual with deep expertise in blockchain engineering and applied data science to join Fidelity Digital Asset Management. This role is ideal for a hands-on expert who thrives in architecting and deploying advanced blockchain solutions, smart contracts, and quantitative models that support Research, Trading, Risk, and Operations. You will serve as a senior technical authority, driving innovation and ensuring the robustness of our digital asset infrastructure.
Key Responsibilities
Architect and oversee the development of blockchain-based systems and smart contracts across EVM, Solana, and Cosmos SDK platforms.
Lead technical design and implementation of crypto infrastructure, including secure deployment pipelines, testing frameworks, and audit processes.
Collaborate with quant researchers and data scientists to integrate blockchain data into predictive models, optimization engines, and trading algorithms.
Conduct deep technical reviews and audits of smart contracts, ensuring security, scalability, and compliance with DeFi standards.
Evaluate and implement emerging technologies, protocols, and tooling to enhance Fidelity's digital asset capabilities.
Serve as a technical liaison across engineering, trading, and risk teams to ensure seamless integration of blockchain systems into core workflows
The Expertise and Skills You Bring
4+ years of hands-on experience in blockchain engineering, smart contract development, or crypto infrastructure, with a strong track record of technical delivery.
Deep understanding of EVM/SVM architecture, token standards (ERC-20, ERC-721, SPL), and DeFi primitives.
Proficiency in multiple programming languages including Python, Solidity, and JavaScript/TypeScript.
Experience with smart contract frameworks and tools such as Hardhat, Truffle, OpenZeppelin, Mythril, and Ganache.
Strong background in quantitative modeling, data science, or financial engineering, with experience applying models to trading or risk systems.
Proven ability to lead complex technical projects and mentor senior engineers in a collaborative, high-performance environment.
The Team
Fidelity Digital Asset Management [FDAM] is building an investment platform offering digital asset products and services designed to meet the growing needs of Fidelity's retail customers and intermediary and institutional clients. The Data Science team is a highly collaborative group leading technical projects across the FDAM organization to enable effective management of investment products and services. Project examples include integration of vendor infrastructure, constructing models or tools, building automation across technologies, and portfolio or business analytics. As a hands-on team lead you will be expected to understand the function needs to both meet the expected outcome and continue to drive innovation
The base salary range for this position is $140,000-285,000 USD per year.
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.
Certifications:Category:Data Analytics and Insights
$82k-109k yearly est. 1d ago
Underwriter
Commercial Bank of California 4.1
San Francisco, CA job
Salary Range:$90,000.00 To $150,000.00 Annually JOB SUMMARY With minimum supervision, provides direct support to Loan Officers to develop and analyze all relevant credit information pertaining to more complex commercial and business loans. Prepares or assists in the preparation of, Credit Authorizations in accordance with Bank's policies and procedures for presentation to senior credit personnel and/or credit committees. Spreads and analyzes financial statement information to determine financial capacity of borrowers. Prepares thorough analysis of business and/or personal financial statements and presents facts and is expected to provide personal analytical opinions, as appropriate, concerning creditworthiness of existing borrowers and prospects.
PRIMARY FUNCTIONS Interacts directly with loan officers and customers/prospects regarding commercial business loans.Prepares accurate financial statement spreadsheets and debt service analysis derived from business and personal financial statements and tax returns.Prepares accurate Credit Authorization's in conjunction with loan officers and presents a complete and thorough analysis of existing and potential borrowers.Recognize and act on customer prospects, cross sell opportunities with existing customers.Make proper referral of loan opportunities to lending personnel.Interacts independently, without direction with customers/prospects to request financial information to complete spreading presentations and other financial analysis.Assists in the accurate determination of a borrower's debt service capacity in conformity to the type of credit analyzed.Reviews loan agreement covenants for verification of the compliance thereto.Accurately prepares financial projections as required.Maintains an accurate, up-to-date tracking log of all activity and credit arrangements in process.Collects industry information relevant to existing and proposed borrowers using internal & external sources.Consult with the President, Chief Credit Officer, Credit Administration Officers, and other Loan Officers, on credit structure, pricing, collateral and other credit consideration issues. Gather information from the Bank's LAS system to compute lending liability to the Bank.Conducts trade and reference checks on customers/prospects.Review documentation to ensure compliance with Bank policy and procedures.Performs special projects as designated by the Credit Administration. QUALIFICATIONS:
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
EDUCATION AND/OR EXPERIENCE: Bachelor's degree (B. A.) from four-year college or university; or 5+ years related experience and/or training; or equivalent combination of education and experience. Knowledge of: Basic knowledge and training in financial statements and tax return analysis typically from a combination of education in accounting, financial and/or credit analysis.Intermediate proficiency with Microsoft Office Suite (Word,Excel, PowerPoint, Outlook, Teams). Working knowledge of Abrigo a plus.Strong understanding of all related State and Federal lending regulations and Bank policies and procedures.Advanced knowledge of commercial, C&I, commercial real estate policies, practices and procedures.
Abilities:Possess strong sales and marketing ability to sell Bank Services.Manage priorities to ensure effective accomplishment of objectives.Handle high volume of workflow from various sources.Plan, organize and prioritize tasks to meet deadlines.Lead and motivate employees to complete tasks in accordance with established standards.Analyze and solve work problems.Follow oral or written instructions.Communicate effectively with co-workers, consultants, regulators, and other parties.Prepare clear and concise reports and other documentation and correspondence.