Graphic Design Summer 2026 Internship - Parsippany, Holmdel, New York
Cohnreznick 4.7
Cohnreznick job in New York
Are you a current student looking to launch your career with hands-on experience at a top professional services firm? CohnReznick is seeking motivated, high-achieving college students who are passionate and eager to take on new challenges. If you thrive in collaborative environments, enjoy working with diverse teams, and want to make a real impact, we want you here!
CohnReznick helps organizations optimize performance, manage risk, and maximize value through CohnReznick LLP (assurance services) and CohnReznick Advisory LLC (advisory and tax services). Together, the firm provides leaders with deep industry knowledge and relationships, solutions to address clients' unique business goals and risks, and insight on how emerging market forces can drive opportunity. With offices nationwide, the firm serves organizations around the world as an independent member of Nexia.
We currently have an exciting career opportunity for Summer 2026 (June-August).
Most CohnReznick professionals live within commuting distance of an office. This position is considered hybrid which means team members are expected to be thoughtful and intentional in how they create opportunities for in-person collaboration. While the cadence of in-office presence is determined at the team level, our professionals are encouraged to be in the office/together in person on average 3 days a week.
YOUR TEAM.
Performance Coach: Will meet with you to establish goals, provide feedback and support to guide you over the course of your internship.
CR Friend: A designated peer who will be your go-to person as you get started, answer your questions, and help you feel at home from day one.
WHY COHNREZNICK?
At CohnReznick, you'll join a team committed to helping you grow professionally, offering opportunities to build skills, collaborate, and make a meaningful impact throughout your career journey.
YOUR ROLE.
Responsibilities include but not limited to:
Developing social media and event graphics and select sales collateral
Tagging and uploading brand resources for users across marketing and the firm
Becoming a super user in graphic design enablement and brand enablement tools
Contributing to template building
Helping to prepare materials for events
Building PPT presentations
Sizing images for various channels
Video editing support
Assist with other projects as needed
The successful candidate will have:
Pursuing a Bachelor's or Master's degree
Minimum 3.2 GPA in both your major and overall
Leadership experience in student groups, activities, or team projects
Exhibit excellent communication skills and demonstrate sharp critical thinking
Comfortable navigating fast-paced environments and embracing change
Must have advanced skills in Microsoft Outlook, Word, Excel, PowerPoint, and eager to learn new technologies
Ability to multi-task, manage priorities, and be self-sufficient
Strong attention to detail, organized, and proactively able to communicate project statuses
Must be a U.S. citizen or permanent resident
In addition, please take a moment to review our Universal Job Standards.
In New York, the salary for a Graphic Design Intern is $25 per hour. Salary is one component of the CohnReznick total rewards package, which includes access to best-in-class learning and development platforms. To learn more about life at CohnReznick, visit Life at CohnReznick.
"CohnReznick" is the brand name under which CohnReznick LLP and CohnReznick Advisory LLC and their respective subsidiaries provide professional services. CohnReznick LLP and CohnReznick Advisory LLC (and their respective subsidiaries) practice in an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations, and professional standards. CohnReznick LLP is a licensed CPA firm that provides attest services to its clients. CohnReznick Advisory LLC provides tax and business consulting services to its clients. CohnReznick Advisory LLC and its subsidiaries are not licensed CPA firms.
CohnReznick is an equal opportunity employer, committed to a diverse and inclusive team to drive business results and create a better future every day for our team members, clients, partners, and communities. We believe a diverse workforce allows us to match our growth ambitions and drive inclusion across the business. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, age, national origin, or protected veteran status and will not be discriminated against on the basis of disability. For more information, please see Equal Employment Opportunity Posters.
If you are an individual with a disability in need of assistance at any time during our recruitment process, please contact us at CRaccommodation@cohnreznick.com. Please note: This email address is reserved for individuals with disabilities in need of assistance and is not a means of inquiry about positions or application statuses.
CohnReznick does not accept unsolicited resumes from third-party recruiters unless such recruiters are currently engaged by CohnReznick Talent Acquisition Team by way of a written agreement to provide candidates for a specified opening. Any employment agency, person or entity that submits an unsolicited resume does so with the understanding that CohnReznick will have the right to hire that applicant at its discretion without any fee owed to the submitting employment agency, person or entity.
#GD
$25 hourly 16d ago
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Private Equity Value Creation - Manager
Cohnreznick 4.7
Cohnreznick job in New York, NY
As CohnReznick grows, so do our career opportunities. As one of the nation's top professional services firms, CohnReznick creates rewarding careers in advisory, assurance, and tax with team members who value innovation and collaboration in everything they do!
CohnReznick helps organizations optimize performance, manage risk, and maximize value through CohnReznick LLP (assurance services) and CohnReznick Advisory LLC (advisory and tax services). Together, the firm provides leaders with deep industry knowledge and relationships, solutions to address clients' unique business goals and risks, and insight on how emerging market forces can drive opportunity. With offices nationwide, the firm serves organizations around the world as an independent member of Nexia.
We currently have an exciting career opportunity for a Manager to join our Private Equity Value Creation team in our CxO Advisory practice.
CohnReznick is a hybrid firm and most of our professionals are located within a commutable distance to one of our offices. This position is considered remote which means it does not require job duties be performed within proximity of a CohnReznick office location. However, as a remote employee, you may be required to be present at a CohnReznick office with scheduled notice for client work, team meetings, or trainings.
YOUR TEAM.
CohnReznick's CxO group offers our clients an extensive array of executive advisory (OCFO, OCOO, OCIO), digital and process transformation, and automation enablement services to adapt to the rapidly changing business environment. Our client focus is mid-market, and you will be exposed to a variety of industries including tech, consumer, manufacturing & distribution, real estate, hospitality, private equity, and renewable energy to name a few.
WHY COHNREZNICK?
At CohnReznick, we're united by a common mission to create opportunity, value, and trust for our clients, our people, and our communities. Whether it's working alongside your peers to solve a client challenge, or volunteering together at the local food bank, there are so many ways to find your "why" at the firm.
We believe it's important to balance work with everyday life - and make time for enjoyment and fun. We invest in a robust Total Rewards package that includes everything from generous PTO, a flexible work environment, expanded parental leave, extensive learning & development, and even paid time off for employees to volunteer.
YOUR ROLE.
Responsibilities
Responsibilities include but not limited to:
* Contribute in growing the practice and developing our playbooks, frameworks, and templates for scalable delivery
* Help refine the operating system and assessment tools used across clients
* Lead workstreams across Rapid Assessments, 100-Day Plan Support and transformation projects
* Conduct interviews, analyze processes, and synthesize findings into actionable recommendations
* Build and deliver client-ready materials including scorecards, roadmaps, and reporting packages
* Manage timelines, milestones, and deliverables across multiple engagements
* Coordinate with internal teams and client stakeholders to ensure alignment and execution
* Track progress and escalate risks or blockers proactively
* Assess finance org maturity, reporting cadence, technology landscape, and process effectiveness
* Identify gaps and opportunities for improvement in budgeting, forecasting, cash management, and revenue cycle
* Partner with FDD, transaction, and technology teams to deliver integrated solutions
* Support cross-selling efforts by identifying client needs and introducing relevant services and subject matter experts
* Build trusted relationships with PE sponsors and portfolio company leadership
* Serve as a day-to-day contact and thought partner during engagements
* Mentor junior team members and support onboarding
* Foster a culture of ownership, learning, and results
Your Experience.
The successful candidate will have:
* Bachelor's degree in finance, accounting, business, economics, or a related field; MBA or relevant graduate degree preferred
* 5+ years of experience in management consulting, private equity operations, or corporate transformation
* Experience working with PE-backed or founder-led businesses strongly preferred
* Advanced Excel skills (modeling, analysis, dashboards)
* Strong PowerPoint skills (executive-level presentations, storyboarding)
* Familiarity with ERP, CRM, HRIS and other business applications
* Exposure to BI tools (e.g., Power BI, Tableau) and workflow automation platforms a plus
* Experience with budgeting, forecasting, cash management, and reporting processes
* Ability to assess and improve finance operations, org design, SOPs and overall execution rhythm
* Comfort working in environments with limited structure and high ambiguity
* CFA, PMP, Lean Six Sigma or process improvement credentials a plus
* Ability to work additional hours as needed and travel out-of-town to clients as required
* Excellent analytical, problem-solving, and root cause determination skills
* Strong written and verbal communication and presentation skills
* Strong project management with the ability to work on multiple projects simultaneously in a team-oriented environment
* Action-oriented, decisive approach to work required, with the willingness to take a hands-on role to ensure the deliverables are met on time
* High ownership mindset and bias for execution
In addition, please take a moment to review our Universal Job Standards.
Studies have shown that we are less likely to apply to jobs unless we meet every single qualification. At CohnReznick, we are dedicated to building a diverse, equitable, and inclusive workplace, so if you're excited about this role but your experience doesn't align perfectly with every qualification in the job description, we still encourage you to apply. You may be just the right candidate for this or one of our other roles.
In New York, the salary range for a Manager is $105,000 to $175,000. Salary is one component of the CohnReznick total rewards package, which includes a discretionary performance bonus, generous paid time off, expanded, and inclusive parental benefits, and access to best-in-class learning and development platforms, to name a few. To learn more about life at CohnReznick, visit Life at CohnReznick .
"CohnReznick" is the brand name under which CohnReznick LLP and CohnReznick Advisory LLC and their respective subsidiaries provide professional services. CohnReznick LLP and CohnReznick Advisory LLC (and their respective subsidiaries) practice in an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations, and professional standards. CohnReznick LLP is a licensed CPA firm that provides attest services to its clients. CohnReznick Advisory LLC provides tax and business consulting services to its clients. CohnReznick Advisory LLC and its subsidiaries are not licensed CPA firms.
CohnReznick is an equal opportunity employer, committed to a diverse and inclusive team to drive business results and create a better future every day for our team members, clients, partners, and communities. We believe a diverse workforce allows us to match our growth ambitions and drive inclusion across the business. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, age, national origin, or protected veteran status and will not be discriminated against on the basis of disability. For more information, please see Equal Employment Opportunity Posters
If you are an individual with a disability in need of assistance at any time during our recruitment process, please contact us at CRaccommodation@CohnReznick.com Please note: This email address is reserved for individuals with disabilities in need of assistance and is not a means of inquiry about positions or application statuses.
CohnReznick does not accept unsolicited resumes from third-party recruiters unless such recruiters are currently engaged by CohnReznick Talent Acquisition Team by way of a written agreement to provide candidates for a specified opening. Any employment agency, person or entity that submits an unsolicited resume does so with the understanding that CohnReznick will have the right to hire that applicant at its discretion without any fee owed to the submitting employment agency, person or entity.
$105k-175k yearly 7d ago
Administrative Assistant
CBIZ, Inc. 4.6
New York, NY job
LI-MC2 #LI-Onsite #CBIZAdvisory
CBIZ is seeking an Administrative Assistant with strong organizational skills to support the Forensic Consulting Group of the Advisory practice in-person at our New York City office. This position requires a high-energy professional with strong interpersonal and multi-tasking skills.
CBIZ Forensic Consulting Group is a leading provider of litigation support, economic damages, financial forensic investigations, and other advisory services. Our group is led by nationally known and respected experts in a variety of fields. Our progressive, forward-thinking group is dedicated to adding to our team with relevant, bold and ambitious talent. As a leader in our industry, we empower employees through a collaborative environment that supports employee career growth and development. We are committed to practicing work/life balance and offer extremely competitive salary and benefit packages.
Essential Functions and Primary Duties
Provide assistance to the Managing Directors and Professional staff on engagements and projects, as needed.
Assist with drafting and formatting engagement letters.
Assist with monthly billing.
Document management to include, organizing, scanning, naming, and saving documents.
Data entry and organizing information into spreadsheets.
Management of group marketing / event calendar.
Assist with preparation of marketing materials.
Calendar management. Setting up meetings and sending out invites to clients, making / confirming reservations, and tracking everything in outlook calendar.
Complete ad hoc projects as needed.
Provide general office support as needed.
Preferred Qualifications
Strong interpersonal skills with a high level of professionalism.
Experience working in an office environment, preferably in an accounting firm, legal office or other professional services.
Strong organizational and problem-solving skills.
Demonstrated ability to generate a quality work product in a timely manner with strong attention to detail.
Proficient with Microsoft products.
Demonstrated ability to communicate effectively, both verbally and in writing.
Paraprofessional or paralegal experience preferred.
Minimum Qualifications
High school diploma or GED
2 years experience in office environment and preferably performing as an administrative assistant
Must have knowledge of administrative procedures
Proficient use of applicable technology
Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
$45k-55k yearly est. 2d ago
Marketing Automation & Data Summer 2026 Internship - Parsippany, Holmdel, New York
Cohnreznick 4.7
Cohnreznick job in New York
Are you a current student looking to launch your career with hands-on experience at a top professional services firm? CohnReznick is seeking motivated, high-achieving college students who are passionate and eager to take on new challenges. If you thrive in collaborative environments, enjoy working with diverse teams, and want to make a real impact, we want you here!
CohnReznick helps organizations optimize performance, manage risk, and maximize value through CohnReznick LLP (assurance services) and CohnReznick Advisory LLC (advisory and tax services). Together, the firm provides leaders with deep industry knowledge and relationships, solutions to address clients' unique business goals and risks, and insight on how emerging market forces can drive opportunity. With offices nationwide, the firm serves organizations around the world as an independent member of Nexia.
We currently have an exciting career opportunity for Summer 2026 (June-August).
Most CohnReznick professionals live within commuting distance of an office. This position is considered hybrid which means team members are expected to be thoughtful and intentional in how they create opportunities for in-person collaboration. While the cadence of in-office presence is determined at the team level, our professionals are encouraged to be in the office/together in person on average 3 days a week.
YOUR TEAM.
Performance Coach: Will meet with you to establish goals, provide feedback and support to guide you over the course of your internship.
CR Friend: A designated peer who will be your go-to person as you get started, answer your questions, and help you feel at home from day one.
WHY COHNREZNICK?
At CohnReznick, you'll join a team committed to helping you grow professionally, offering opportunities to build skills, collaborate, and make a meaningful impact throughout your career journey.
YOUR ROLE.
Responsibilities include but not limited to:
Data Management and Marketing Automation:
Learn basics of Marketo emails, landing pages, forms, and smart campaigns
Utilize Knak to edit assets
Use Power Bi for reporting requests
Assist in testing forms and automation flows
Assist with overall data maintenance for our event marketing and marketing automation platforms
Post-Event Data Documentation:
Coordinate postproduction event recaps including the generation of final attendance numbers, cost summaries and other post event data and reports
Execute the pre and post event registration process. Working with Splash where applicable. This includes organizing, tracking and sharing event RSVP lists and updating post event attendee lists.
Contribute to post-event evaluation: gather feedback from attendees, analyze event metrics and prepare post-event reports to improve future events and measure the effectiveness of event strategies.
Develop personalized thank-you notes templates and follow-up surveys to attendees to maintain engagement and gather insights for future events.
Risk Management Project:
Help organize training sessions for the project team on risk management practices.
Communication and Customization:
Work with Marketo team to help review how we are crafting personalized email invitations and follow-up messages based on attendee profiles and past interactions.
Implement ideas around interactive elements like polls, Q&A sessions, and live chats that allow attendees to engage in a personalized manner in support of building out our Subscription models / CTA goals.
Proofreading emails/landing pages
The successful candidate will have:
Pursuing a Bachelor's or Master's degree
Minimum 3.2 GPA in both your major and overall
Leadership experience in student groups, activities, or team projects
Exhibit excellent communication skills and demonstrate sharp critical thinking
Comfortable navigating fast-paced environments and embracing change
Must have advanced skills in Microsoft Outlook, Word, Excel, PowerPoint, and eager to learn new technologies
Ability to multi-task, manage priorities, and be self-sufficient
Strong attention to detail, organized, and proactively able to communicate project statuses
Must be a U.S. citizen or permanent resident
In addition, please take a moment to review our Universal Job Standards.
In New York, the salary for a Marketing Automation & Data Intern is $25 per hour. Salary is one component of the CohnReznick total rewards package, which includes access to best-in-class learning and development platforms. To learn more about life at CohnReznick, visit Life at CohnReznick.
"CohnReznick" is the brand name under which CohnReznick LLP and CohnReznick Advisory LLC and their respective subsidiaries provide professional services. CohnReznick LLP and CohnReznick Advisory LLC (and their respective subsidiaries) practice in an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations, and professional standards. CohnReznick LLP is a licensed CPA firm that provides attest services to its clients. CohnReznick Advisory LLC provides tax and business consulting services to its clients. CohnReznick Advisory LLC and its subsidiaries are not licensed CPA firms.
CohnReznick is an equal opportunity employer, committed to a diverse and inclusive team to drive business results and create a better future every day for our team members, clients, partners, and communities. We believe a diverse workforce allows us to match our growth ambitions and drive inclusion across the business. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, age, national origin, or protected veteran status and will not be discriminated against on the basis of disability. For more information, please see Equal Employment Opportunity Posters.
If you are an individual with a disability in need of assistance at any time during our recruitment process, please contact us at CRaccommodation@cohnreznick.com. Please note: This email address is reserved for individuals with disabilities in need of assistance and is not a means of inquiry about positions or application statuses.
CohnReznick does not accept unsolicited resumes from third-party recruiters unless such recruiters are currently engaged by CohnReznick Talent Acquisition Team by way of a written agreement to provide candidates for a specified opening. Any employment agency, person or entity that submits an unsolicited resume does so with the understanding that CohnReznick will have the right to hire that applicant at its discretion without any fee owed to the submitting employment agency, person or entity.
#GD
$25 hourly 15d ago
Corporate Derivatives - Equities Solutions Trader
Morgan Stanley 4.6
New York, NY job
Morgan Stanley's Institutional Securities Group (ISG) is a remarkably broad and diversified business. We provide institutions with almost every kind of financial product and service across the world's major markets. Whether you're interested in planning complex deals; trading on the moment-to-moment movements of the capital markets; analyzing the financial needs of a company or a wealthy family, Morgan Stanley is the place to be.
The Corporate Derivatives Trading desk within the Institutional Equity Division is responsible for pricing, trading, and risk-managing both vanilla and complex derivative products for corporate clients of the firm. Products range from vanilla options to more complex exotic payoffs and margin lending. Trades typically consist of single stock underliers, but given the complexity of some of the risks, members of the desk must be able to understand a wide variety of instruments and financial markets.
Traders on the team are responsible for:
* Pricing and structuring of margin loans and derivatives transactions for corporate and wealth clients
* Collaborating with members of the Global Capital Markets and IED derivatives teams on idea generation and structuring of client requests
* Conducting research on stocks / companies in order to evaluate risks and make trading decisions
* Daily risk management and hedging of the trading books, including close interaction with other traders and brokers
* Driving forward new technology and infrastructure projects with IT and desk strategists
The trading desk currently consists of a small team looking to hire a senior associate/VP level candidate to help with all the above responsibilities.
The ideal candidate will have experience on margin loans and derivatives engineering and trading with an ability to understand more complex payoffs, and will be proactive, a team player, and willing to learn and take on responsibility quickly.
WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work.
Expected base pay rates will be between $200,000 and $250,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.
Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
As CohnReznick grows, so do our career opportunities. As one of the nation's top professional services firms, CohnReznick creates rewarding careers in advisory, assurance, and tax with team members who value innovation and collaboration in everything they do!
CohnReznick helps organizations optimize performance, manage risk, and maximize value through CohnReznick LLP (assurance services) and CohnReznick Advisory LLC (advisory and tax services). Together, the firm provides leaders with deep industry knowledge and relationships, solutions to address clients' unique business goals and risks, and insight on how emerging market forces can drive opportunity. With offices nationwide, the firm serves organizations around the world as an independent member of Nexia.
We currently have an exciting career opportunity for an Experienced Assurance Associate to join our Financial Services team in our New York City office for remote and in office roles.
CohnReznick is a hybrid firm and most of our professionals are located within a commutable distance to one of our offices. This position is considered hybrid which means team members are expected to be thoughtful and intentional in how they create opportunities for in-person collaboration. While the cadence of in-office presence is determined at the team level, our professionals are encouraged to be in the office/together in person on average 3 days a week.
YOUR TEAM.
This position will support our Financial Services Group. The Financial Services Group provides services to private equity, hedge fund, broker dealer, fund to funds, and real estate fund clients. You will work on a team with other Associates, Senior Associates, Managers, Senior Managers, and Partners. This team has a passion for what they do and a focus on consistently delivering value to our clients.
WHY COHNREZNICK?
At CohnReznick, we're united by a common mission to create opportunity, value, and trust for our clients, our people, and our communities. Whether it's working alongside your peers to solve a client challenge, or volunteering together at the local food bank, there are so many ways to find your "why" at the firm.
We believe it's important to balance work with everyday life - and make time for enjoyment and fun. We invest in a robust Total Rewards package that includes everything from generous PTO, a flexible work environment, expanded parental leave, extensive learning & development, and even paid time off for employees to volunteer.
YOUR ROLE.
Responsibilities
Responsibilities include but not limited to:
* Take responsibility for pre-engagement planning, execution, and final deliverables
* Develop detailed engagement work plans
* Gain the respect and confidence of the CRZ team through effective client management, timely and accurate communication, and clear and concise direction and leadership
Your Experience.
The successful candidate will have:
* 1+ years of work experience in another public accounting firm
* Bachelor's Degree required
* CPA licensure achieved or eligibility to sit for the exam
* Strong experience using Microsoft Office Suite
* Knowledge of audit software such as CaseWare or ProSystem FX
* Exceptional organizational and communication (verbal and written) skills
Studies have shown that we are less likely to apply to jobs unless we meet every single qualification. At CohnReznick, we are dedicated to building a diverse, equitable, and inclusive workplace, so if you're excited about this role but your experience doesn't align perfectly with every qualification in the job description, we still encourage you to apply. You may be just the right candidate for this or one of our other roles.
In New York City, the salary range for an Assurance Associate is $70,000.00 to $100,000.00. Salary is one component of the CohnReznick total rewards package, which includes a discretionary performance bonus, generous paid time off, expanded and inclusive parental benefits, and access to best-in-class learning and development platforms, to name a few. To learn more about life at CohnReznick, visit Life at CohnReznick .
"CohnReznick" is the brand name under which CohnReznick LLP and CohnReznick Advisory LLC and their respective subsidiaries provide professional services. CohnReznick LLP and CohnReznick Advisory LLC (and their respective subsidiaries) practice in an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations, and professional standards. CohnReznick LLP is a licensed CPA firm that provides attest services to its clients. CohnReznick Advisory LLC provides tax and business consulting services to its clients. CohnReznick Advisory LLC and its subsidiaries are not licensed CPA firms.
CohnReznick is an equal opportunity employer, committed to a diverse and inclusive team to drive business results and create a better future every day for our team members, clients, partners, and communities. We believe a diverse workforce allows us to match our growth ambitions and drive inclusion across the business. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, age, national origin, or protected veteran status and will not be discriminated against on the basis of disability. For more information, please see Equal Employment Opportunity Posters
If you are an individual with a disability in need of assistance at any time during our recruitment process, please contact us at CRaccommodation@CohnReznick.com Please note: This email address is reserved for individuals with disabilities in need of assistance and are not a means of inquiry about positions or application statuses.
CohnReznick does not accept unsolicited resumes from third-party recruiters unless such recruiters are currently engaged by CohnReznick Talent Acquisition Team by way of a written agreement to provide candidates for a specified opening. Any employment agency, person or entity that submits an unsolicited resume does so with the understanding that CohnReznick will have the right to hire that applicant at its discretion without any fee owed to the submitting employment agency, person or entity.
$70k-100k yearly 5d ago
IED - Prime Brokerage - Client Services
Morgan Stanley 4.6
New York, NY job
Morgan Stanley Prime Brokerage Client Service Account Manager
Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments and individuals from more than 1,200 offices in 43 countries.
As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence and strong team dynamic. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture.
Department Profile:
For more than 30 years, Morgan Stanley has led the industry and set the standard for excellence in Prime Brokerage. Our broad and deep client relationships, market‐leading platform and intellectual insights enable us to be a world‐class service provider to our clients for their financing, market access and portfolio management needs.
As part of the Institutional Equity Division, Prime Brokerage is a strategic partner to hedge funds and institutional clients across the globe. Prime Brokerage provides clients with clearing and custody services, securities lending and financing, risk analytics, consulting, introductions to potential investors, and access to world-class proprietary technology.
Prime Brokerage acts as a portal into the firm and assists clients with navigating Morgan Stanley's vast resources such as Equity Sales and Trading, Derivatives, Securities Lending, Technology and Operations.
Account Manager Job Description:
The Account Manager is responsible for servicing a variety of institutional clients. This position requires strong relationship management skills to help build a true partnership between our clients and Morgan Stanley. The Account Manager is considered the central point of contact for our clients and acts as a conduit between the client and the rest of the firm, providing escalation support, navigation, and helping to deliver tangible solutions.
On a daily basis, the Account Manager oversees the client's accounts and is involved in all aspects of the client's business including, but not limited to: financing, margin, trade clearing and settlement, corporate events, and reporting. The Account Manager communicates issues and ensures problems are resolved in a timely and accurate manner, thus building a level of trust between the client and Morgan Stanley.
Additionally, the Account Manager is responsible for adding value to our clients with the goal of tighter integration of the two firms to help drive additional business. Account Managers add value to our clients by developing a deep understanding of the client's business and helping to identify, sell and implement best practice solutions with regard to technology, market access and operations. Knowledge of the Firm's products and services and understanding how to use that knowledge to draw the client closer to Morgan Stanley is essential.
Responsibilities:
Build relationships with key decision makers at the client
Daily client communication and interaction
Conduit between Prime Brokerage (PB) operations and the client
Manage the efficiency, timeliness and daily risk of PB/Client workflow
Introducing PB technology and services to the client
Cross selling the firm's products and technology
Delivering all of Morgan Stanley services / capabilities to the client
Reviewing balance trends and client market share
Assessing PB revenue with service offering to ensure proper balance
Qualifications:
Bachelor's degree with a business focus
Must have minimum of 3-5 years of Prime Brokerage Client Service or Prime Brokerage Operations support experience
Demonstrate an understanding of capital markets
Understanding of operational flows
Demonstration of excellent communication skills
Exceptional problem solving proficiency
Ability to handle pressure, prioritize and multi-task during the course of a business day
Proficiency: Microsoft Office (Outlook, Excel, Word, PowerPoint) and general knowledge of software programming/development a plus
Strong interpersonal and communication skills
WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work.
To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser.
Expected base pay rates for the role will be between $100,000 and $140,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.
Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
$100k-140k yearly Auto-Apply 45d ago
Senior Executive Assistant
Cornerstone Research 4.8
New York, NY job
If you are proactive, meticulous with details, and looking for an opportunity to showcase your superior client service and communication skills, then we would like to meet with you! The Senior Executive Assistant will have primary responsibility for providing administrative support to 3-5 local executives to optimize efficiency, while independently managing administrative tasks and coordinating special projects. The Senior Executive Assistant will handle confidential firm information which requires a high level of discretion while simultaneously anticipating administrative needs, managing workload, and producing work of the highest quality in a timely manner. We are looking for an innovative problem-solver with a great eye for detail and an even greater sense of ownership. The ability to juggle multiple tasks, requests, and priorities while also mentoring and collaborating with team members is essential to success in the role. Having a “learning mindset”, being team-oriented, highly organized, and a dedicated professional are significant characteristics in our future contributor.
At Cornerstone Research, you will be part of a thriving, 1,000-strong team that spans nine offices, comprises more than 55 nationalities, and leads the industry in its commitment to develop team members across all levels.
Inc.
Magazine has recognized Cornerstone Research three times as a Best Workplace for its outstanding employee engagement, collaborative culture, and professional growth opportunities.
You'll Love It Here If You:
Embrace learning and continuous improvement
Set and strive for a high bar of excellence
Believe that teamwork leads to success: ask us what it means to be #onefirmfirm!
Take pride in always doing your best work, even if it's harder or takes longer
Are passionate about what you do
How You'll Help Our Team Succeed:
Assist with monthly billing duties for executives including proofreading and editing billing narratives for client invoices and tracking accounts receivables.
Assist with conflict checks, generate engagement letters, and create correspondence files.
Mentor junior staff members and lead administrative staff training sessions.
Manage executives' calendars, travel arrangements, and process expense reports.
Assist with the coordination of promotional materials for business development.
Coordinate internal or client meetings and special events.
Create, organize and maintain administrative structure for each project (LAN and hard files, document storage, project set up and closure.
Compose and process routing correspondence. Proofread all written materials.
What You'll Need to Be Successful:
3+ years of directly related experience; professional services experience preferred.
The desire to take initiative and actively contribute to the team and the firm.
The ability to communicate effectively and professionally.
Strong business acumen and the ability to learn the firm's financial and operational functions.
The mindset to provide superior service.
Intermediate to advanced Microsoft Office skills (Excel, Outlook, PowerPoint, Word) and the ability to learn new applications/tools used office or firm wide.
Exemplary attention to detail and highly organized.
Flexible and able to work effectively under deadlines.
Paralegal experience is a plus.
High School diploma or demonstrated equivalent combination of education, training, and experience.
Cornerstone Research is offering a competitive market base salary for this position. The base salary range represents the low and high end of the salary range for this position in all eligible locations. This range may differ based on your geographic location and cost of living considerations. At Cornerstone Research, we believe compensation is more than just a base salary. We offer a competitive total compensation package that includes an annual performance bonus and comprehensive benefits such as flexible options for healthcare, paid time off, and retirement savings.
New York: $79,800.00 - $105,700.00
Who We Are:
Cornerstone Research provides economic and financial analysis and expert testimony in all phases of commercial litigation and regulatory proceedings.
We work with a broad network of testifying experts, including leaders from academia and industry, who are recognized for their depth of knowledge, accomplishments, and research. Our staff consultants contribute expertise in economics, finance, accounting, and marketing, as well as business acumen, familiarity with the litigation process, and a commitment to produce outstanding results.
We're looking for passionate individuals who share our firm's core values and can bring varied perspectives and experiences to our team. The firm's uniquely collegial, supportive atmosphere makes Cornerstone Research a great place to work. We invest in our people in a host of ways, from providing meaningful learning and development opportunities to organizing memorable social events. To many, our culture and our people are the most exciting, enriching aspects of a Cornerstone Research career.
Equal Employment Opportunity:
Cornerstone Research provides Equal Employment Opportunities to all employees and applicants for employment without regard to legally protected categories, such as age, sex, gender, gender identity, race, color, creed/religious belief, medical condition, predisposing genetic characteristics or genetic information or testing, disability, marital status, pregnancy status, military status, veteran status, arrest or conviction record (except where permitted by law), sexual orientation, ethnic background, citizen status, ancestry, national origin, or any other consideration protected by federal, state or local law.
$79.8k-105.7k yearly Auto-Apply 60d+ ago
Salesforce CPQ/Revenue Cloud Director
PwC 4.8
Buffalo, NY job
**Specialty/Competency:** Salesforce **Industry/Sector:** Not Applicable **Time Type:** Full time **Travel Requirements:** Up to 80% At PwC, our people in business application consulting specialise in consulting services for a variety of business applications, helping clients optimise operational efficiency. These individuals analyse client needs, implement software solutions, and provide training and support for seamless integration and utilisation of business applications, enabling clients to achieve their strategic objectives.
As a Salesforce consulting generalist at PwC, you will possess a broad range of consulting skills and experience across various Salesforce applications. You will provide consulting services to clients, analysing their needs, implementing software solutions, and offering training and support for effective utilisation of Salesforce applications. Your versatile knowledge will allow you to assist clients in optimising operational efficiency and achieving their strategic objectives.
Translating the vision, you set the tone, and inspire others to follow. Your role is crucial in driving business growth, shaping the direction of client engagements, and mentoring the next generation of leaders. You are expected to be a guardian of PwC's reputation, understanding that quality, integrity, inclusion and a commercial mindset are all foundational to our success. You create a healthy working environment while maximising client satisfaction. You cultivate the potential in others and actively team across the PwC Network, understanding tradeoffs, and leveraging our collective strength.
Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to:
+ Lead in line with our values and brand.
+ Develop new ideas, solutions, and structures; drive thought leadership.
+ Solve problems by exploring multiple angles and using creativity, encouraging others to do the same.
+ Balance long-term, short-term, detail-oriented, and big picture thinking.
+ Make strategic choices and drive change by addressing system-level enablers.
+ Promote technological advances, creating an environment where people and technology thrive together.
+ Identify gaps in the market and convert opportunities to success for the Firm.
+ Adhere to and enforce professional and technical standards (e.g. refer to specific PwC tax and audit guidance) the Firm's code of conduct, and independence requirements.
The Opportunity
As part of the Salesforce Quote to Cash Consulting team you will lead the design of Salesforce technology-enabled solutions that address the needs of large organizations. As a Director you will execute complex programs, support business development efforts, and drive differentiation in PwC's offerings. This role is pivotal in driving growth, shaping client engagements, and mentoring future leaders, all while fostering an environment where people and technology thrive together.
Responsibilities
- Oversee the execution of intricate programs and initiatives
- Foster collaboration between technology and personnel to enhance productivity
- Identify market opportunities to differentiate PwC's service offerings
- Maintain adherence to professional standards and guidelines
- Promote a culture of innovation and continuous improvement
What You Must Have
- Bachelor's Degree
- 9 years of experience
What Sets You Apart
- Master's Degree in Computer Science, Computer and Information Science, Management Information Systems preferred
- One or more Salesforce.com certifications preferred
- Bringing functional domain knowledge of Quote-to-Cash and advising clients on trends
- Crafting and presenting compelling client presentations and briefings with clarity
- Leveraging storytelling to connect technology with business
- Developing data-driven business cases for clients that articulate the ROI for investment for complex CPQ / Billing programs
- Mentoring and developing future leaders
- Promoting a culture of innovation and excellence
- Possessing prior experience in the consulting industry
- Experience with Agile methodologies
- Understanding of monetization models: transactional, recurring, consumption-based, subscription, and project-based
Learn more about how we work: **************************
PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: ***********************************
As PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law.
For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all.
Applications will be accepted until the position is filled or the posting is removed, unless otherwise set forth on the following webpage. Please visit this link for information about anticipated application deadlines: ***************************************
The salary range for this position is: $155,000 - $410,000. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. All hired individuals are eligible for an annual discretionary bonus. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: ***********************************
\#LI-Hybrid
$96k-131k yearly est. 60d+ ago
Model Risk (Risk Management) : Job Level - Associate
Morgan Stanley 4.6
New York, NY job
Morgan Stanley's Firm Risk Management (FRM) Division is an exciting and rapidly growing space. We support Morgan Stanley to achieve its business goals by partnering with business units across the Firm to realize efficient risk-adjusted returns, acting as a strategic advisor to the Board and protecting the Firm from exposure to losses as a result of credit, market, liquidity, operational, model and other risks.
Responsibilities
* Perform independent review and model validation for the firm's stress testing models for CCAR and BAU stress testing, CECL/IFRS9 models for reserve
* Provide effective challenge to the model conceptual soundness, perform independent tests, write comprehensive validation documentation for models validated
* Develop challenger model methodologies for the official production models
* Effectively communicate model validation conclusions to management - 3+ years' in relevant risk management experience including model risk management and risks analytics preferred
* Masters or Doctorate degree in a quantitative discipline such as Statistics, Mathematics, Physics, Computer Science or Engineering is preferred
* Working knowledge of statistical techniques, quantitative finance and programming is essential; good understanding wholesale lending and retail lending business is preferred
* Prior experience with developing or validating models is a plus
* Strong written and verbal communication, critical thinking, problem solving and team collaboration skills
* Familiarity with coding languages (Python preferred)
* Desire to work in a dynamic, team-oriented environment focusing on challenging tasks mixing fundamental, quantitative, and market-oriented knowledge and skills preferred
WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work.
To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser.
Expected base pay rates for the role will be between $100,000 and $140,000 year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs
Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
As CohnReznick grows, so do our career opportunities. As one of the nation's top professional services firms, CohnReznick creates rewarding careers in advisory, assurance, and tax with team members who value innovation and collaboration in everything they do!
CohnReznick helps organizations optimize performance, manage risk, and maximize value through CohnReznick LLP (assurance services) and CohnReznick Advisory LLC (advisory and tax services). Together, the firm provides leaders with deep industry knowledge and relationships, solutions to address clients' unique business goals and risks, and insight on how emerging market forces can drive opportunity. With offices nationwide, the firm serves organizations around the world as an independent member of Nexia.
We currently have an exciting career opportunity for an Assurance Senior Associate to join our Financial Services team in our New York City office for remote and in office roles.
CohnReznick is a hybrid firm and most of our professionals are located within a commutable distance to one of our offices. This position is considered hybrid which means team members are expected to be thoughtful and intentional in how they create opportunities for in-person collaboration. While the cadence of in-office presence is determined at the team level, our professionals are encouraged to be in the office/together in person on average 3 days a week.
YOUR TEAM.
This position will support our Financial Services Group. The Financial Services Group provides services to private equity, hedge fund, broker dealer, fund to funds, and real estate fund clients. You will work on a team with other Associates, Senior Associates, Managers, Senior Managers, and Partners. This team has a passion for what they do and a focus on consistently delivering value to our clients.
WHY COHNREZNICK?
At CohnReznick, we're united by a common mission to create opportunity, value, and trust for our clients, our people, and our communities. Whether it's working alongside your peers to solve a client challenge, or volunteering together at the local food bank, there are so many ways to find your "why" at the firm.
We believe it's important to balance work with everyday life - and make time for enjoyment and fun. We invest in a robust Total Rewards package that includes everything from generous PTO, a flexible work environment, expanded parental leave, extensive learning & development, and even paid time off for employees to volunteer.
YOUR ROLE.
Responsibilities
Responsibilities include but not limited to:
* Serving as the engagement lead on specific client accounts, taking responsibility for pre-engagement planning, execution, and final deliverables.
* Develop detailed engagement work plans, illustrating budgets and schedules.
* Continue to build a thorough understanding of all audits, tax and consulting services provided by the firm, and actively participate in proposals.
* In managing a team of staff associates, including interns, you will provide regular performance coaching and feedback, while developing individual technical and industry skills.
* Effective client management, timely and accurate communication, and clear and concise direction and leadership.
Your Experience.
The successful candidate will have:
* Bachelor's or Master's in Accounting required
* CPA designation is required
* 4+ years' experience in a public accounting firm required
* Financial Services industry experience preferred, but not required
* Knowledge of audit software ProSystem Fx a plus
* Exceptional organizational, communication and presentation (verbal and written) skills
Studies have shown that we are less likely to apply to jobs unless we meet every single qualification. At CohnReznick, we are dedicated to building a diverse, equitable, and inclusive workplace, so if you're excited about this role but your experience doesn't align perfectly with every qualification in the job description, we still encourage you to apply. You may be just the right candidate for this or one of our other roles.
In New York City, the salary range for an Assurance Senior Associate is $85,000.00 to $140,000.00. Salary is one component of the CohnReznick total rewards package, which includes a discretionary performance bonus, generous paid time off, expanded and inclusive parental benefits, and access to best-in-class learning and development platforms, to name a few. To learn more about life at CohnReznick, visit Life at CohnReznick .
"CohnReznick" is the brand name under which CohnReznick LLP and CohnReznick Advisory LLC and their respective subsidiaries provide professional services. CohnReznick LLP and CohnReznick Advisory LLC (and their respective subsidiaries) practice in an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations, and professional standards. CohnReznick LLP is a licensed CPA firm that provides attest services to its clients. CohnReznick Advisory LLC provides tax and business consulting services to its clients. CohnReznick Advisory LLC and its subsidiaries are not licensed CPA firms.
CohnReznick is an equal opportunity employer, committed to a diverse and inclusive team to drive business results and create a better future every day for our team members, clients, partners, and communities. We believe a diverse workforce allows us to match our growth ambitions and drive inclusion across the business. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, age, national origin, or protected veteran status and will not be discriminated against on the basis of disability. For more information, please see Equal Employment Opportunity Posters
If you are an individual with a disability in need of assistance at any time during our recruitment process, please contact us at CRaccommodation@CohnReznick.com Please note: This email address is reserved for individuals with disabilities in need of assistance and are not a means of inquiry about positions or application statuses.
CohnReznick does not accept unsolicited resumes from third-party recruiters unless such recruiters are currently engaged by CohnReznick Talent Acquisition Team by way of a written agreement to provide candidates for a specified opening. Any employment agency, person or entity that submits an unsolicited resume does so with the understanding that CohnReznick will have the right to hire that applicant at its discretion without any fee owed to the submitting employment agency, person or entity.
#GD
$85k-140k yearly 3d ago
IT Assurance Senior Associate
Cohnreznick 4.7
Cohnreznick job in New York
As CohnReznick grows, so do our career opportunities. As one of the nation's top professional services firms, CohnReznick creates rewarding careers in advisory, assurance, and tax with team members who value innovation and collaboration in everything they do!
CohnReznick helps organizations optimize performance, manage risk, and maximize value through CohnReznick LLP (assurance services) and CohnReznick Advisory LLC (advisory and tax services). Together, the firm provides leaders with deep industry knowledge and relationships, solutions to address clients' unique business goals and risks, and insight on how emerging market forces can drive opportunity. With offices nationwide, the firm serves organizations around the world as an independent member of Nexia.
We currently have an exciting career opportunity for an IT Assurance Senior Associate to join the team in our Technology Practice.
CohnReznick is a hybrid firm and most of our professionals are located within a commutable distance to one of our offices. This position is considered remote which means it does not require job duties be performed within proximity of a CohnReznick office location. However, as a remote employee, you may be required to be present at a CohnReznick office with scheduled notice for client work, team meetings, or trainings.
YOUR TEAM.
This position will support our Technology Practice. CohnReznick's Technology Practice assists public, private, and investor-backed companies at each stage of their life cycle. This experience allows us to function as key business advisors to our technology clients. What distinguishes us from other firms is our ability to provide solutions to problems our clients face in the constantly changing business environment. You will work on a team with Associates, Senior Associates, Managers, Senior Managers, and Partners. This team has a passion for what they do and a focus on consistently delivering value to our clients.
WHY COHNREZNICK?
At CohnReznick, we're united by a common mission to create opportunity, value, and trust for our clients, our people, and our communities. Whether it's working alongside your peers to solve a client challenge, or volunteering together at the local food bank, there are so many ways to find your “why” at the firm.
We believe it's important to balance work with everyday life - and make time for enjoyment and fun. We invest in a robust Total Rewards package that includes everything from generous PTO, a flexible work environment, expanded parental leave, extensive learning & development, and even paid time off for employees to volunteer.
YOUR ROLE.
Responsibilities include but not limited to:
Participates in planning and scoping of IT audits for both SOC engagements and ICFR audits.
Comfortable leading technology walkthroughs in IT general controls and application control
Develops test procedures for execution and prepares relevant documentation
Executes testing of IT general controls and application controls based on internal and industry standards and guidelines.
Problem solves and steps in to complete work to meet critical deadlines. Conducts root cause analysis, compensating and mitigating controls, and impact analysis.
Communicates engagement status to client and engagement team management.
YOUR EXPERIENCE.
The successful candidate will have:
Possess knowledge in ITGCs, IT application controls, cybersecurity as well as IT infrastructure including databases, networks and operating systems.
Experience working with both applications and infrastructure supporting financial reporting processes.
Comfortable leading interviews with IT personnel to understand and document the design of IT General Controls (ITGCs).
Have designed and executed testing for ITGCs. Key focus on Access Management (with related experience in Privileged Access Management and Identity and Access Management), and Change Management (with knowledge of Agile and DevOps methodologies)
Possess supervisory skills to supervise, guide and coach activities of other department staff with varying skillsets
Work well independently or on small teams and possess the ability to multi-task to ensure timely completion of work and managing client and manager/partner expectations.
Possess effective planning, coordination, time management, and organization skills.
Demonstrate flexibility in prioritizing and completing assignments on time and within budget.
Demonstrate attention to detail, strong organization skills, and ability to be agile and adaptable.
You are comfortable interacting with clients across different levels of seniority.
You are a strong presenter with a good working knowledge of Microsoft Office applications.
You have excellent documentation and writing skills
2- 4 years of relevant work experience
Public accounting experience a plus
Bachelor's Degree in computer science or accounting information systems;
Experience in IT external audit, IT internal audit, and Technology Risk and / or ITGC assessment for compliance with SOX.
ERP Oracle, SAP, JDE) and Cloud security (Azure, AWS, Google Cloud security) knowledge a plus.
Must be able to travel, if required and work overtime during busy season
Certified Information Systems Auditor (CISA) and/or CPA or working towards it.
In addition, please take a moment to review our Universal Job Standards.
Studies have shown that we are less likely to apply to jobs unless we meet every single qualification. At CohnReznick, we are dedicated to building a diverse, equitable, and inclusive workplace, so if you're excited about this role but your experience doesn't align perfectly with every qualification in the job description, we still encourage you to apply. You may be just the right candidate for this or one of our other roles.
In New York, the salary range for a IT Assurance Senior Associate is $85,000 to $140,000. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. Salary is one component of the CohnReznick total rewards package, which includes a discretionary performance bonus, generous paid time off, expanded and inclusive parental benefits, and access to best-in-class learning and development platforms, to name a few. To learn more about life at CohnReznick, visit Life at CohnReznick.
"CohnReznick" is the brand name under which CohnReznick LLP and CohnReznick Advisory LLC and their respective subsidiaries provide professional services. CohnReznick LLP and CohnReznick Advisory LLC (and their respective subsidiaries) practice in an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations, and professional standards. CohnReznick LLP is a licensed CPA firm that provides attest services to its clients. CohnReznick Advisory LLC provides tax and business consulting services to its clients. CohnReznick Advisory LLC and its subsidiaries are not licensed CPA firms.
CohnReznick is an equal opportunity employer, committed to a diverse and inclusive team to drive business results and create a better future every day for our team members, clients, partners, and communities. We believe a diverse workforce allows us to match our growth ambitions and drive inclusion across the business. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, age, national origin, or protected veteran status and will not be discriminated against on the basis of disability. For more information, please see Equal Employment Opportunity Posters
If you are an individual with a disability in need of assistance at any time during our recruitment process, please contact us at CRaccommodation@CohnReznick.com Please note: This email address is reserved for individuals with disabilities in need of assistance and are not a means of inquiry about positions or application statuses.
CohnReznick does not accept unsolicited resumes from third-party recruiters unless such recruiters are currently engaged by CohnReznick Talent Acquisition Team by way of a written agreement to provide candidates for a specified opening. Any employment agency, person or entity that submits an unsolicited resume does so with the understanding that CohnReznick will have the right to hire that applicant at its discretion without any fee owed to the submitting employment agency, person or entity.
#LI-CM1 #LI-Remote #GD
$85k-140k yearly 60d+ ago
Transaction Advisory Services - Senior Manager
Cohnreznick 4.7
Cohnreznick job in New York
As CohnReznick grows, so do our career opportunities. As one of the nation's top professional services firms, CohnReznick creates rewarding careers in advisory, assurance, and tax with team members who value innovation and collaboration in everything they do!
CohnReznick helps organizations optimize performance, manage risk, and maximize value through CohnReznick LLP (assurance services) and CohnReznick Advisory LLC (advisory and tax services). Together, the firm provides leaders with deep industry knowledge and relationships, solutions to address clients' unique business goals and risks, and insight on how emerging market forces can drive opportunity. With offices nationwide, the firm serves organizations around the world as an independent member of Nexia.
We currently have an exciting career opportunity for a Senior Manager to join the team in our Transaction Advisory Services practice in our New York City office!
YOUR TEAM.
This position will support our rapidly growing Transaction Advisory Services group. This team conducts due diligence and supports clients across a wide range of industries. As a member of this team, you'll not only have the opportunity to interact with clients but also to interact with team members across all levels within the practice.
WHY COHNREZNICK?
At CohnReznick, we're united by a common mission to create opportunity, value, and trust for our clients, our people, and our communities. Whether it's working alongside your peers to solve a client challenge, or volunteering together at the local food bank, there are so many ways to find your “why” at the firm.
We believe it's important to balance work with everyday life - and make time for enjoyment and fun. We invest in a robust Total Rewards package that includes everything from generous PTO, a flexible work environment, expanded parental leave, extensive learning & development, and even paid time off for employees to volunteer.
YOUR ROLE.
Responsibilities include but not limited to:
Act as a key player in buy-side and sell-side financial due diligence engagements from both private equity and strategic corporate buyers
Analyze historical financial statements and evaluate operational trends to identify sustainable earnings for a variety of industries, including manufacturing, distribution, hospitality, high-technology, and healthcare
Coordinate with team and management regarding client expectations concerning project deliverables and deadlines
Effectively write and communicate engagement reports and deliverables to client management
Coach and mentor staff
YOUR EXPERIENCE.
The successful candidate will have:
Bachelor's degree in Accountancy, Finance, or related field
Strong Excel and PowerPoint skills
CPA and other relevant professional certifications preferred
Strong current knowledge of US GAAP, GAAS, SEC Reporting, transaction advisory services, or mergers and acquisitions
8+ plus years of transaction advisory experience within various industries
Ability to work additional hours as needed and travel out-of-town to clients as required
Excellent analytical, problem-solving, and root cause determination skills
Strong written and verbal communication and presentation skills
Strong project management with the ability to work on multiple projects simultaneously in a team-oriented environment
Action-oriented, decisive approach to work required, with the willingness to take a hands-on role to ensure the deliverables are met on time
In addition, please take a moment to review our Universal Job Standards.
Studies have shown that we are less likely to apply to jobs unless we meet every single qualification. At CohnReznick, we are dedicated to building a diverse, equitable, and inclusive workplace, so if you're excited about this role but your experience doesn't align perfectly with every qualification in the job description, we still encourage you to apply. You may be just the right candidate for this or one of our other roles.
In New York, the salary range for a Transaction Advisory Services Senior Manager is $150,000 to $250,000. Salary is one component of the CohnReznick total rewards package, which includes a discretionary performance bonus, generous paid time off, expanded, and inclusive parental benefits, and access to best-in-class learning and development platforms, to name a few. To learn more about life at CohnReznick, visit Life at CohnReznick.
"CohnReznick" is the brand name under which CohnReznick LLP and CohnReznick Advisory LLC and their respective subsidiaries provide professional services. CohnReznick LLP and CohnReznick Advisory LLC (and their respective subsidiaries) practice in an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations, and professional standards. CohnReznick LLP is a licensed CPA firm that provides attest services to its clients. CohnReznick Advisory LLC provides tax and business consulting services to its clients. CohnReznick Advisory LLC and its subsidiaries are not licensed CPA firms.
CohnReznick is an equal opportunity employer, committed to a diverse and inclusive team to drive business results and create a better future every day for our team members, clients, partners, and communities. We believe a diverse workforce allows us to match our growth ambitions and drive inclusion across the business. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, age, national origin, or protected veteran status and will not be discriminated against on the basis of disability. For more information, please see Equal Employment Opportunity Posters.
If you are an individual with a disability in need of assistance at any time during our recruitment process, please contact us at CRaccommodation@CohnReznick.com Please note: This email address is reserved for individuals with disabilities in need of assistance and are not a means of inquiry about positions or application statuses.
CohnReznick does not accept unsolicited resumes from third-party recruiters unless such recruiters are currently engaged by CohnReznick Talent Acquisition Team by way of a written agreement to provide candidates for a specified opening. Any employment agency, person or entity that submits an unsolicited resume does so with the understanding that CohnReznick will have the right to hire that applicant at its discretion without any fee owed to the submitting employment agency, person or entity.
#GD #LI-JD1 #LI-Remote #LI-Hybrid
$150k-250k yearly 60d+ ago
Investment Banking Healthcare Associate - New York
Morgan Stanley 4.6
New York, NY job
Our New York office is looking for an Investment Banking Associate to join the Healthcare Group. The successful candidate will have the opportunity to work with clients across the healthcare industry on a wide range of complex transactions including strategic advisory assignments and executions of public and private capital markets transactions. The successful candidate will be expected to have advanced technical skills including expertise in all forms of modeling related to strategic advisory and capital markets transactions. The successful candidate will have the opportunity to work closely with professionals throughout the firm to deliver high quality advice to our clients. You will play an important role on a team of high-performing industry professionals who will encourage you to take on meaningful responsibility on some of the most important transactions happening in the industry.
Qualifications:
* 3-5 years of experience within the investment banking industry as an Analyst and Associate, or an MBA, with a proven track record working on executed deals across M&A and various industry sectors
* Experience in the healthcare industry is strongly preferred, but not required
* Commercial instinct and ability to perform under pressure and tight deadlines
* Expertise in reading and interpreting financial statements
* Experience modeling related to all relevant transactions
* Strong teambuilding skills
* High level of motivation and commitment to working hard
* Strong written and verbal communication skills
* Bachelor's degree is required; an MBA, CA and/or CFA designation would be an asset
* Series licensing or must obtain
WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
At Morgan Stanley, we raise, manage and allocate capital for our clients - helping them reach their goals. We do it in a way that's differentiated - and we've done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work.
To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser.
Expected base pay rates for the role will be between $150,000 and $225,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.
Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
$150k-225k yearly Auto-Apply 31d ago
Risk Analytics Operations Management
Morgan Stanley 4.6
New York, NY job
Firm Risk Management Firm Risk Management (FRM) supports Morgan Stanley to achieve its business goals by partnering with business units across the Firm to realize efficient risk-adjusted returns, acting as a strategic advisor to the Board and protecting the Firm from exposure to losses as a result of credit, market, liquidity, operational, model and other risks
Background on the Position
The role will reside within the Firm Risk Management's Risk Analytics area. Risk Analytics develops market risk analytics, credit risk analytics and scenario analytics models providing quantitative analysis on the Firm's risk exposures. By developing mathematical and statistical models, Risk Analytics calculates the risks associated with specified sets of financial positions and day-to-day operations.
Risk Analytics COO Team covers a broad array of areas for the department, including planning, budget/resource management, model advisory & support, recruiting, project management, management of Regulatory/Internal Audit /Model Risk Management deliverables, governance, controls, policies & procedures, training and talent development.
Primary Responsibilities
> Provide project management support on a variety of initiatives
> Track various regulatory, audit and model related deliverables
> Understand the models and approaches used and provide advisory support or challenge to the model developers
> Lead or present at meetings; prepare relevant meeting materials as well as presentations on models and associated processes working with the model developers
> Support organizational, infrastructure/technology initiatives in coordination with other teams
> Develop and maintain model policies and procedures Qualifications
> Bachelor's degree required
> Minimum of two years of experience at financial institution or consulting firm in a technical project management or coding capacity
> Strong analytical skills, logical ability with a proven record of attention to detail
> Advanced knowledge of MS Excel, PowerPoint and Word
> Ability to build strong working relationships with key business partners
> Self-motivator and team player who brings a can-do approach
> Strong interpersonal and communication skills, written and verbal
Firm Risk Management values diversity and is committed to providing a supportive and inclusive workplace for all employees.
This role is hybrid and currently requires in office attendance 3 days/week. The in office requirement is subject to change at any time.
WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
At Morgan Stanley, we raise, manage and allocate capital for our clients - helping them reach their goals. We do it in a way that's differentiated - and we've done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work.
To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser.
Expected base pay rates for the role will be between $100,000 and $140,000 year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.
Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
$100k-140k yearly Auto-Apply 7d ago
Sales Enablement Summer 2026 Internship - Parsippany, Holmdel, New York
Cohnreznick 4.7
Cohnreznick job in New York
Are you a current student looking to launch your career with hands-on experience at a top professional services firm? CohnReznick is seeking motivated, high-achieving college students who are passionate and eager to take on new challenges. If you thrive in collaborative environments, enjoy working with diverse teams, and want to make a real impact, we want you here!
CohnReznick helps organizations optimize performance, manage risk, and maximize value through CohnReznick LLP (assurance services) and CohnReznick Advisory LLC (advisory and tax services). Together, the firm provides leaders with deep industry knowledge and relationships, solutions to address clients' unique business goals and risks, and insight on how emerging market forces can drive opportunity. With offices nationwide, the firm serves organizations around the world as an independent member of Nexia.
We currently have an exciting career opportunity for Summer 2026 (June-August).
Most CohnReznick professionals live within commuting distance of an office. This position is considered hybrid which means team members are expected to be thoughtful and intentional in how they create opportunities for in-person collaboration. While the cadence of in-office presence is determined at the team level, our professionals are encouraged to be in the office/together in person on average 3 days a week.
YOUR TEAM.
Performance Coach: Will meet with you to establish goals, provide feedback and support to guide you over the course of your internship.
CR Friend: A designated peer who will be your go-to person as you get started, answer your questions, and help you feel at home from day one.
WHY COHNREZNICK?
At CohnReznick, you'll join a team committed to helping you grow professionally, offering opportunities to build skills, collaborate, and make a meaningful impact throughout your career journey.
YOUR ROLE.
Responsibilities include but not limited to:
General CRE Team Support
Assist Client Relationship Executives (CREs) across priority industries, regions, services, and initiatives with the following:
Lead Management: Standardize processes for lead generation/target activation across diverse, but disparate, sales tool workflows
Data Hygiene: Audit CRM for duplicates and outdated entries to improve reporting accuracy.
Performance Tracking: Review business plans and compare to pipeline development, leads and target activation
Follow-Up Coordination: Support timely client follow-ups after webinars and events, as needed
Content Creation & Enablement
Review/revise or build sales enablement assets:
Help to update sales intranet page with team info, policies, best practices, wins, success stories and sales insights
Draft sales playbooks by segment
Support development of target account plans and competitive positioning briefs
Team Insights & Feedback
Conduct quick surveys or interviews with sales executives to capture:
Client pain points observed in recent engagements
Feedback on proposal templates and pitch decks for improvement
Collaboration & Communication
Support cross-functional alignment:
Organize virtual team huddles and knowledge-sharing sessions.
Prepare concise recap notes for leadership after major meetings
Market & Competitive Intelligence
Research emerging trends in priority segments or initiatives
Monitor competitor moves and summarize findings for the broader sales and marketing organization
The successful candidate will have:
Pursuing a Bachelor's or Master's degree
Minimum 3.2 GPA in both your major and overall
Leadership experience in student groups, activities, or team projects
Exhibit excellent communication skills and demonstrate sharp critical thinking
Comfortable navigating fast-paced environments and embracing change
Must have advanced skills in Excel, PowerPoint, and eager to learn new technologies
Must be a U.S. citizen or permanent resident
In addition, please take a moment to review our Universal Job Standards.
In New York, the salary for a Sales Enablement Intern is $25 per hour. Salary is one component of the CohnReznick total rewards package, which includes access to best-in-class learning and development platforms. To learn more about life at CohnReznick, visit Life at CohnReznick.
"CohnReznick" is the brand name under which CohnReznick LLP and CohnReznick Advisory LLC and their respective subsidiaries provide professional services. CohnReznick LLP and CohnReznick Advisory LLC (and their respective subsidiaries) practice in an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations, and professional standards. CohnReznick LLP is a licensed CPA firm that provides attest services to its clients. CohnReznick Advisory LLC provides tax and business consulting services to its clients. CohnReznick Advisory LLC and its subsidiaries are not licensed CPA firms.
CohnReznick is an equal opportunity employer, committed to a diverse and inclusive team to drive business results and create a better future every day for our team members, clients, partners, and communities. We believe a diverse workforce allows us to match our growth ambitions and drive inclusion across the business. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, age, national origin, or protected veteran status and will not be discriminated against on the basis of disability. For more information, please see Equal Employment Opportunity Posters.
If you are an individual with a disability in need of assistance at any time during our recruitment process, please contact us at CRaccommodation@cohnreznick.com. Please note: This email address is reserved for individuals with disabilities in need of assistance and is not a means of inquiry about positions or application statuses.
CohnReznick does not accept unsolicited resumes from third-party recruiters unless such recruiters are currently engaged by CohnReznick Talent Acquisition Team by way of a written agreement to provide candidates for a specified opening. Any employment agency, person or entity that submits an unsolicited resume does so with the understanding that CohnReznick will have the right to hire that applicant at its discretion without any fee owed to the submitting employment agency, person or entity.
#GD
FCR Associate Change Management
Company Profile
Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments, and individuals from more than 1,200 offices in 43 countries.
As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence, and strong team ethics. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture.
Department Profile
The ISG Financial Crimes Risk (“FCR”) Team is embedded within the Firm's Institutional Securities Group (“ISG”) business line. It is responsible for identifying, assessing, and escalating potential money laundering and reputational risk issues associated with higher risk client types. The FCRCO Team is considered the first line of defense and supports the onboarding and enhanced due diligence processes for Morgan Stanley.
Department Profile
The Change Management Associate will support transformation initiatives within our Financial Crimes division, ensuring successful integration of new processes, systems, and controls. The ideal candidate will have experience working in regulated environments, have working knowledge of KYC policy, and be adept at bridging the gap between business requirements and technology implementation. This role requires close collaboration with stakeholders across Business Units, Operations (CORDS), Technology, and Global Financial Crimes (“GFC”, Second Line of Defense) teams to ensure the successful deployment of solutions that mitigate financial crimes risks, such as Anti-Money Laundering (AML) and Know Your Customer (KYC).
Primary Responsibilities
Change Management PMO
Project manage Financial Crimes Risk (FCR)-led initiatives, supporting strategic direction and executive-level communication.
Drive stakeholder engagement by coordinating meetings to discuss, refine, and align on implementation approaches for change initiatives.
Liaise with CORDS to plan and execute approved change initiatives.
KYC Policy Change Prioritization
Collaborate with FCR Advisory and CORDS globally to identify 1LoD priorities for KYC policy changes.
Prepare business cases and supporting documentation to position ISG change initiatives within the enterprise prioritization process.
Tracking and Reporting
Monitor implementation progress of KYC policy changes, ensuring timely updates and adherence to deadlines.
Support change management governance forums with oversight of key Financial Crimes Risk change initiatives for ISG.
FCR Procedure maintenance
Maintain and update the FCR Change Management procedure to ensure compliance and consistency.
Partner with FCR's Policy, Procedure, and Training function to roll out approved change initiatives effectively.
Role will require in office attendance 4 days/week.
Qualifications
Experience Required:
3+ years of experience in change management, preferably within financial services, with significant experience in technology-driven initiatives.
Bachelor's degree or equivalent
Skills Required:
Working knowledge of financial crime compliance (AML, KYC) and regulatory requirements.
Proven ability to translate business requirements into system changes, partnering effectively with technology teams to deliver successful implementations.
Excellent communication and leadership skills to drive stakeholder engagement and process improvements.
Exceptional problem-solving abilities and a proactive approach to challenges.
Ability to adapt to a rapidly evolving regulatory environment.
Advanced knowledge of Microsoft Office tools (Word, PowerPoint, Excel, SharePoint)
Ability to:
Take initiative, analyze, summarize, and communicate effectively
Investigate, identify issues, impacts and trends to propose comprehensive solutions
Multitask effectively and action matters promptly
Work independently and in a team environment
Handle highly confidential information with appropriate discretion
Work in a matrixed organization, leveraging resources across the organization to complete deliverables
Work in a high volume, fast paced environment
WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
At Morgan Stanley, we raise, manage and allocate capital for our clients - helping them reach their goals. We do it in a way that's differentiated - and we've done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work.
To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser.
Expected base pay rates for the role will be between $100,000 and $150,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.
Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
$100k-150k yearly Auto-Apply 11d ago
Business Unit Management Director
Morgan Stanley 4.6
New York, NY job
We're seeking someone to join our team as a Business Manager to support the Head of Global Supplier Services on high-impact internal and external engagement activities and strategic initiatives. You will engage across the Firm and Functional leadership, Global COO and supporting teams to drive the agenda of the Head of Global Supplier Services.
In the Corporate Services division, we empower our businesses by creating collaborative workplace solutions and commercial services that enhance the employee and client experience, while optimizing the value of our sourcing and third-party lifecycle to enable the Firm to do-and-win business.
Since 1935, Morgan Stanley is known as a global leader in financial services, always evolving and innovating to better serve our clients and our communities in more than 40 countries around the world.
What you'll do in the role:
- Drive the development and preparation of agendas and materials for key engagements of the Head of GSS including travel, internal/external stakeholder meetings and Firmwide engagement events
- Collaborate with the leadership team of GSS to keep track of execution and delivery status on strategic priorities
- Engage with the Corporate Services Office of the COO to ensure financial management, people and administrative processes are executed effectively
- Drive the creation of strategic executive/client presentations and necessary communications
- Drive the collection and dissemination of materials and agenda for functional leadership meetings
- Establish strong relationships and partner with global function heads and peer COO functions
- Develop and drive governance activities including technology, risk, strategic priorities
- Foster BU engagement through strategic engagements and active stakeholder management
- Support branding and communication with internal constituents
- Actively manage key vendor and industry relationships through QBRs, KPIs, etc.
What you'll bring to the role:
- 4-6 years of experience in a relevant position and industry
- Interest in financial institutions, organizational management, and strategy
- Articulate and persuasive written, verbal, communication, and presentation skills
- Outstanding interpersonal skills and sharp attention to detail
- Possess sound judgment and strong sense of integrity
- Thrive in a fast-paced environment and can work effectively across multiple functions on multiple projects simultaneously
- Advanced proficiency in Microsoft suite of products particularly in PowerPoint and Excel
- Effective communicator (written and verbal)
- Willing collaborator that can partner with various colleagues within and outside the organization to drive change and make impact
- Ambition - someone that is willing to go the extra mile to ensure success
- Diligent - someone that will double check work to ensure accuracy, actively problem solve and require minimal direction
WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
At Morgan Stanley, we raise, manage and allocate capital for our clients - helping them reach their goals. We do it in a way that's differentiated - and we've done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work.
To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser.
Expected base pay rates for the role will be between $130,000 and $183,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.
Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
$130k-183k yearly Auto-Apply 15d ago
FID, Strats, Release Manager - Vice President
Morgan Stanley 4.6
New York, NY job
Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments, and individuals from more than 1,200 offices in 43 countries.
As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence, and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture.
The Fixed Income Division is comprised of Interest Rate and Currency Products, Credit Products and Distribution. Professionals in the Division assess and actively manage risk, trade securities, and structure as well as execute innovative transactions in the fast-paced and constantly changing global markets. The Commodities Division is a market leader across a broad range of commodities markets, with expertise in areas including client risk management, financing solutions and investor products Sales & Trading.
Primary Responsibilities:
We are looking for a senior technical, hands-on specialist to handle the coordination of testing and release process for the Fixed Income pricing and risk modelling libraries and reference data. This is a challenging and high-profile role which spans the end-to-end software development cycle (SDLC) - including managing source code branches, preparing and delivering release candidate builds into testing, and working with QA, IT, trading desk strategists, and production support teams through the test cycle to sign-off, integration into consumer applications, and release. Located in New York, this role is a critical point of contact for desk strategists, technology and QA colleagues in that timezone, maintains continuity of SDLC activities in Follow the Sun model in a global release management team with colleagues in India and London.
The successful candidate will also help with improving our automated build, release, integration and testing infrastructure covering the entire SDLC across several million lines of C++, Java, and Scala source code. This will include configuration of Jenkins jobs, source code management tooling, and supporting trading desk strategists' use of development environment.
Most of the Fixed Income portfolio is valued and risked using these pricing and risk modelling libraries, which are used by many varied applications throughout the firm and have multiple inter-dependencies. This requires that we build the libraries in a consistent manner on multiple different platforms, and integrate them into the varied application landscape, which is itself constantly changing. Our ability to patch, test and release new functionality within hours if not minutes can be critical to our success as a business, and the successful candidate will be critical to helping us achieve this.
Qualifications
Essential:
* extensive experience as hands-on release manager, testing, or application support specialist, preferably in financial services
* extensive experience with git and its use in support of feature and release branching strategies, patching, release notes management
* extensive experience of managing testing cycles, bug tracking, stakeholder communication, release prioritisation, change management
* extensive experience of using Jenkins, BitBucket and effectively using these to build release candidates and optimise build automation flow
* experience of writing scripts (eg in python) for tasks such as promotion and propagation of artifacts, generation of release notes, custom SDLC actions
* experience of working in a globally distributed team
Desirable:
* some development experience in Java or C++ so as to be able to read source code to conduct code mergers and conflicts, update test baselines
* some experience with C++ development environment and multi-platform c++ builds in linux and windows
* familiarity with build tools such as bazel, cmake, premake, make, visual studio devenv/msbuild, and build acceleration tools such as Incredibuild, distcc and ccache
* familiarity with standard code quality tools such as sonar, cpplint
* familiarity with package/dependency management tools such as conan, maven, artifactory
WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work.
To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser.
Expected base pay rates for the role will be between $160,000 and $250,000 for Vice President at commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.
Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
$160k-250k yearly Auto-Apply 60d+ ago
Tax Winter 2027 Internship - Rochester, MN
Cohnreznick 4.7
Cohnreznick job in New York
Are you an accounting student looking to launch your career with hands-on experience at a top professional services firm? CohnReznick is seeking motivated, high-achieving college students who are passionate about Accounting and eager to take on new challenges. If you thrive in collaborative environments, enjoy working with diverse teams, and want to make a real impact, we want you here!
CohnReznick helps organizations optimize performance, manage risk, and maximize value through CohnReznick LLP (assurance services) and CohnReznick Advisory LLC (advisory and tax services). Together, the firm provides leaders with deep industry knowledge and relationships, solutions to address clients' unique business goals and risks, and insight on how emerging market forces can drive opportunity. With offices nationwide, the firm serves organizations around the world as an independent member of Nexia.
We currently have an exciting career opportunity in our Rochester office for Winter 2027 (~January-April). We are looking for Tax Winter Interns to join our team!
Most CohnReznick professionals live within commuting distance of an office. This position is considered hybrid which means team members are expected to be thoughtful and intentional in how they create opportunities for in-person collaboration. While the cadence of in-office presence is determined at the team level, our professionals are encouraged to be in the office/together in person on average 3 days a week.
YOUR TEAM.
Engagement Team: You will work closely on a team made up of other Interns, Associates, Senior Associates, Managers, Senior Managers, and Partners
Industries: We serve a variety of clients across industries, including: Consumer & Industrial, Financial Sponsors & Financial Services, Life Sciences & Healthcare, Public Sector, Real Estate, Renewable Energy, Technology & Media, and Private Client Services (varies by office)
Office: Enjoy a modern office environment designed for your success-featuring amenities and collaborative spaces where you can connect, learn, and grow alongside fellow interns and professionals.
Performance Coach: Will meet with you to establish goals, provide feedback and support to guide you along your career path of choice; many of our current Managers and Partners were once CR Interns themselves.
CR Friend: A designated peer who will be your go-to person as you get started, answer your questions, and help you feel at home from day one.
WHY COHNREZNICK?
At CohnReznick, you'll join a team committed to helping you grow professionally, offering opportunities to build skills, collaborate, and make a meaningful impact throughout your career journey.
YOUR ROLE.
As a Tax Winter Intern, you'll gain hands-on experience with current tax laws and procedures while working on real client engagements. You'll collaborate with experienced professionals, work across diverse industries, and accelerate your growth through mentorship.
Responsibilities include but not limited to:
Work on a variety of client deliverables including preparation of tax returns, individuals, partnerships and corporate tax returns.
Identify potential tax issues and prepare tax adjusting entries and tax trial balances based on audited or client provided trial balances.
Assist the team with daily client workflow.
The successful candidate will have:
Pursuing a Bachelor's or Master's degree in Accounting
On track to complete 150 credit hours (May 2027- September 2028) for CPA eligibility
Minimum 3.2 GPA in both your major and overall
Must have successfully completed Intermediate Accounting with a grade of B or higher
Leadership experience in student groups, activities, or team projects
Exhibit excellent communication skills and demonstrate sharp critical thinking
Comfortable navigating fast-paced environments and embracing change
Must have advanced skills in Excel, PowerPoint, and eager to learn new technologies
Must be a U.S. citizen or permanent resident
In addition, please take a moment to review our Universal Job Standards.
"CohnReznick" is the brand name under which CohnReznick LLP and CohnReznick Advisory LLC and their respective subsidiaries provide professional services. CohnReznick LLP and CohnReznick Advisory LLC (and their respective subsidiaries) practice in an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations, and professional standards. CohnReznick LLP is a licensed CPA firm that provides attest services to its clients. CohnReznick Advisory LLC provides tax and business consulting services to its clients. CohnReznick Advisory LLC and its subsidiaries are not licensed CPA firms.
CohnReznick is an equal opportunity employer, committed to a diverse and inclusive team to drive business results and create a better future every day for our team members, clients, partners, and communities. We believe a diverse workforce allows us to match our growth ambitions and drive inclusion across the business. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, age, national origin, or protected veteran status and will not be discriminated against on the basis of disability. For more information, please see Equal Employment Opportunity Posters.
If you are an individual with a disability in need of assistance at any time during our recruitment process, please contact us at CRaccommodation@cohnreznick.com. Please note: This email address is reserved for individuals with disabilities in need of assistance and are not a means of inquiry about positions or application statuses.
CohnReznick does not accept unsolicited resumes from third-party recruiters unless such recruiters are currently engaged by CohnReznick Talent Acquisition Team by way of a written agreement to provide candidates for a specified opening. Any employment agency, person or entity that submits an unsolicited resume does so with the understanding that CohnReznick will have the right to hire that applicant at its discretion without any fee owed to the submitting employment agency, person or entity.
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CohnReznick may also be known as or be related to CohnReznick, CohnReznick LLP and Cohnreznick LLP.