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Deutsche Asset Management jobs in Chicago, IL - 16595 jobs

  • Private Equity Fund Admin Associate - NAV & Reporting

    Jpmorgan Chase & Co 4.8company rating

    New York, NY job

    A leading financial institution is seeking a Private Equity Fund Admin Associate to manage daily client deliverables for Private Equity fund administration. The role encompasses maintaining books and records, calculating management fees, and overseeing capital events. Candidates should have a CA/CPA qualification, 4+ years of experience in fund administration, and proficiency in accounting for complex transactions. Strong communication and team collaboration skills are essential for managing client expectations and resolving issues effectively. #J-18808-Ljbffr
    $101k-135k yearly est. 2d ago
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  • Senior Customer Success Manager

    Connecticut Innovations 3.9company rating

    New York, NY job

    Are you ready to join Connecticut Innovation's vibrant community of innovators? Connecticut Innovations (“CI”) is Connecticut's strategic venture capital arm, and we are passionate about serving our portfolio of 220+ companies across various industries, with strengths in life sciences, technology, and climate tech. Come join Curacity: Hotel marketing software that turns media into revenue!! Position: Senior Customer Success Manager Reports to: VP of Customer Success | Grace (. | LinkedIn Location: New York, NY (Hybrid - in the office Tuesday, Wednesday, Thursday) About Curacity Curacity is the leading media brand network driving measurable revenue for luxury and lifestyle hotels through brand-elevating exposure to high-value travelers. Leveraging proprietary technology and first-party data through partnerships with top travel publications like AFAR and Travel+Leisure, our platform delivers validated 10×-20× ROI. Named among Inc. 5000's Top 20 Travel & Hospitality Companies and Digiday's Best Content Marketing Platform of 2024, Curacity is headquartered in New York and Stamford, CT. Position Overview We're seeking a Senior Customer Success Manager who thrives at the intersection of marketing strategy and performance analytics. You'll partner with marketers and business leaders at companies ranging from independents to major brands, helping them leverage premium media content from outlets like Travel + Leisure , Food & Wine , and AFAR to drive measurable demand, bookings, and revenue. This role requires someone who understands B2B customer success at scale. You'll need to be equally comfortable discussing marketing strategy with executives and troubleshooting technical integrations with operations teams. You'll work with sophisticated customers who demand proof, not buzzwords-and you'll need analytical thinking, industry knowledge, and the ability to diagnose complex problems without obvious answers. What You'll Do Own strategic relationships for a portfolio of high-value accounts, developing deep understanding of each customer's business model, competitive positioning, and growth objectives Analyze multi-layered performance data like engagement metrics, attribution, and market trends to identify optimization opportunities and deliver actionable recommendations Lead quarterly business reviews that connect platform performance to broader business objectives, using data to tell compelling stories about impact Partner with internal teams (Product, Operations, & Partnerships) to advocate for customer needs, refine strategies, and ensure seamless technical implementations Design and execute testing strategies to continuously improve campaign performance across channels, content types, and audience segments Identify expansion opportunities based on demonstrated ROI and build champions within customer organizations Proactively monitor account health and intervene before issues escalate - investigating data discrepancies, diagnosing performance drops, anticipating seasonal challenges What We're Looking For 5+ years in Customer Success, Account Management, or consulting with enterprise/mid-market accounts Bachelor's degree from an accredited university or college required, with a focus/concentration of hospitality, business, and/or marketing strongly preferred Business fluent: You understand your customers' business models, competitive dynamics, and economic drivers; can discuss marketing performance and ROI intelligently Analytically sharp: Comfortable with performance data, attribution models, and spotting patterns without drowning in spreadsheets. Strategic communicator: Seamlessly shift between casual troubleshooting and executive presentations; explain technical concepts without jargon Intellectually curious: Approach ambiguous problems as puzzles to solve; energized by complexity; have strong opinions loosely held Customer-centric operator: Balance empathy with accountability; build trust through reliability and actually knowing customers' business; view criticism as valuable data Hospitality, marketing technology, or media experience strongly preferred Why Curacity? You'll join an award-winning, fast-growing team at the intersection of luxury travel and cutting-edge ad tech. We offer competitive compensation, comprehensive benefits, and the opportunity to shape the future of hospitality marketing. What We Offer Curacity offers a competitive package which includes base salary, equity, and comprehensive benefits, including: Equity: Stock options are offered to all full-time employees Healthcare: Comprehensive medical and dental insurance plans, long-term disability policy, generous company contribution Retirement: 401(k) match - up to 4% of your total compensation matched dollar-for-dollar (US-based employees) Flexibility: Hybrid Work for NYC-Based Roles: Virtual (2 Days); In-office (3 Days); Multiple “work from anywhere” periods/year PTO: 15 personal days, in addition to 10+ public holiday closure dates Wellness: $100 monthly stipend for health and wellness related activities Recognition: Birthday, anniversary, and other every-day surprises and gifts to recognize the hard work of our team members Culture: Casual, collaborative (and dog friendly!) work environment in the heart of Flatiron with CWJ cold brew on tap Exact compensation for this role is determined based on a number of factors including experience, skill level, and qualifications which are assessed during the interview process. Additional details about total compensation and benefits will be provided by our team during the hiring process. In addition to the salary range listed, this role is eligible for commission-based compensation. Equal Opportunity Curacity is proud to be an equal opportunity employer. We are committed to building a diverse and inclusive team and do not discriminate on the basis of race, color, religion, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity or expression, age, national origin, disability, genetic information, marital status, veteran status, or any other characteristic protected by applicable federal, state, or local law. We encourage candidates of all backgrounds to apply, and we provide reasonable accommodations during the hiring process for individuals with disabilities, upon request.
    $74k-114k yearly est. 1d ago
  • Senior Credit Risk Analyst

    Broadstone Net Lease, Inc. 4.2company rating

    Victor, NY job

    The Senior Analyst, Credit Risk will support the timely and accurate production of detailed financial analysis and prepare financial reports, findings, and recommendations to inform decision making. The ideal candidate will be experienced in financial statement analysis and evaluation methods; have excellent writing, presentation, and interpersonal skills; be able to communicate and work well with internal colleagues and external tenants at all levels; and desire to advance one's and others' knowledge through data analysis. Essential Job Duties & Responsibilities: Complete comprehensive analysis on prospective and existing tenants to identify trends, measure performance, assess financial strength, and identify potential risks Compare financial statements of tenants being evaluated with those of similar establishments in the same industries and markets Maintain financial reports that summarize the overall financial position of the tenant portfolio Track industry trends and tenant news Translate findings into clear, concise written and verbal presentations and make recommendations to the Director, Credit Risk and senior management regarding investment opportunities Assist the Director, Credit Risk in preparing applicable portfolio credit information to be included in various Board of Director and Investment/Portfolio Review Committee reporting Perform sensitivity analysis to assess how variations in modeling assumptions impact the tenant's financial performance Responsible for calculating and reporting quarterly credit metrics including tenant risk ratings, aggregate investment grade percentage, site-level rent coverage ratios, and watchlist statistics Build and maintain effective relationships with tenants and collaborate closely with internal finance, underwriting, acquisitions, and property management teams Assist the Director, Credit Risk in quarterly portfolio monitoring, including site-level reporting and analysis of agency investment grade credit ratings Continue to improve and develop tenant financial analysis tools, procedures, and reports Travel to corporate headquarters located in Victor, NY for employee events and training as necessary Executes duties and maintains standards in accordance with company policies and procedures Additional duties as required Overtime hours may be required as job duties demand Skills/Qualifications: Strong financial analysis skills with an in-depth ability to read, evaluate, and understand internal and audited financial statements and SEC filings Strong quantitative and qualitative analysis, data manipulation and due diligence skills, with the ability to apply data management skills to complex business situations Knowledge of financial ratio analysis and GAAP accounting Understanding of finance, real estate, and capital markets terms and concepts Effective verbal and written communication skills with ability to effectively present data and findings Strong attention to detail with a focus on quality and accuracy in a fast-paced environment Experienced information gathering and information monitoring skills Effective decision-making skills and an ability to perform under deadline pressure Demonstrated ability to take ownership of assigned tasks and processes, with an ability to prioritize multiple projects and a commitment to meet strict deadlines Proficiency in Microsoft Office applications including Word, PowerPoint, Outlook, and Excel Strong collaborator with a proven ability to work across teams, functions, and levels of the organization Education/Experience: Bachelor's degree in finance, accounting or related field from a four-year accredited college or university required 3-5+ years of finance/underwriting experience in a professional services environment Experience with Moody's and/or S&P tools preferred Formal credit training, commercial credit underwriting experience preferred Experience working with Power BI a plus Experience working with MRI commercial property management software a plus
    $93k-134k yearly est. 4d ago
  • Financial Partner/Universal Associate

    Heritage Financial Credit Union 4.4company rating

    Wappingers Falls, NY job

    Join a Purpose-Driven Team at Heritage Financial Credit Union Where Integrity, Excellence, Teamwork, and Community Matter! Heritage Financial Credit Union is a member-owned financial institution that is committed to helping our members achieve their financial goals and building a stronger community. We believe that everyone deserves access to affordable financial services, and we are dedicated to providing our members with the tools and resources they need to achieve their financial dreams. Our vision is to be the leading financial institution in the communities we serve, and we are committed to creating a culture of excellence where our employees can thrive. We believe in creating a workplace where everyone feels valued and respected, and where we can all work together to achieve our goals. We recognize that our employees are our most important asset, and we are committed to providing them with the training, development, and opportunities they need to succeed. Our values are at the heart of everything we do. We believe in: Integrity: We are honest and trustworthy in all of our dealings with our members, employees, and the community. Excellence: We strive to provide our members with the best possible service. Teamwork: We believe that we can achieve more together than we can alone. Respect: We treat each other with dignity and respect. Community: We are committed to giving back to the communities we serve. If you are looking for a challenging and rewarding career in the financial services industry with a company that is committed to its mission, vision and values, we encourage you to apply for a position at Heritage Financial Credit Union. Here you will find a supportive and collaborative work environment where you can make a difference in the lives of our members and our community. We offer a competitive salary, comprehensive employee benefits package, including a very generous PTO policy. Rate of Pay: $20 - $23 per hour depending on experience POSITION PURPOSE As a Financial Partner you will be responsible for promoting the financial well-being of both existing and new members by building, maintaining, and deepening relationships through exceptional customer service and tailored solutions. This includes, but is not limited to, guiding members toward suitable account and loan products, cross-selling credit union services, and referring members to other lines of business as needed, along with handling cash and processing transactions efficiently ESSENTIAL FUNCTIONS AND RESPONSIBILITIES Deliver exceptional member service by accurately processing all branch transactions following proper procedures which include deposits, withdrawals, loan payments, transfers, check cashing, traveler's checks, money orders, placing check holds, verifying identification and endorsements, wire transactions, and maintaining a balanced cash drawer. Assist members in setting up ancillary business products, including Online Banking, Remote Deposit Capture, Merchant Services, and ACH Manager Assist the Branch Manager and Assistant Branch Manager in balancing and maintaining ATMs and vaults, training new employees, and executing opening and closing procedures Demonstrate an understanding of various business structures, such as Sole Proprietorships, LLCs, and Corporations Demonstrate comprehensive knowledge of all products and services offered by Heritage Financial Credit Union Engage in conversations with business members about available commercial loan products and their structures Identify lending opportunities through discussions with business members while opening accounts. Participate in outbound activities such as community events, volunteering, call campaigns, and business outreach. Proactively reach out to new memberships established through business partners to assess needs and offer appropriate additional products and services. Recommend improvements to workflows, efficiency, and quality of service. Support and promote all HFCU initiatives for employee development, actively engaging in personal growth by utilizing available tools and resources Submit thorough referrals to the Commercial Loan Department Understand the documentation required for initiating a commercial loan application Engage with Heritage Financial teammates development initiatives and actively participate in personal growth using available resources Organize priorities effectively to achieve monthly goals while maintaining a high standard of work quality Meet or exceed established performance goals Respond to inbound member calls, addressing their needs by assisting with account placement and consumer loan products (excluding real estate loans) and promote and facilitating digital enrollments and adoption for all HFCU products and services. Perform duties in compliance with federal and state regulations, as well as Credit Union policies and procedures Performing account and loan intake and funding Manage digital inquiries and requests across various platforms, including chat, online accounts, and marketing leads Effectively perform Lobby Engagement and First Impression Opening daily Ability to open and close the branch as assigned by branch management Requirements: EDUCATION/CERTIFICATION: High School Diploma or equivalent required; Bachelor's degree preferred. NMLS License required. A Notary License is required or must be obtained within 9 months of hire. REQUIRED KNOWLEDGE: Acquire a foundational understanding of the Commercial Loan Products offered by the credit union. Submit referrals to the Commercial Loan Department as appropriate. This position requires that the employee gain a working knowledge of Bank Secrecy Act (BSA) requirements and how they will affect their work. The employee will comply with all requirements of the BSA and cooperate with the designated BSA Officer in assuring compliance EXPERIENCE REQUIRED: 4+ years of extensive customer service and sales experience, preferably in the financial industry, encompassing areas such as customer service, needs-based selling, goal achievement, cash handling, account and loan intake and funding, project participation, team collaboration, and community engagement. SKILLS/ABILITIES: Critical thinker with the ability to creatively solve problems and develop business plans. Committed to active listening, anticipating, and addressing the needs and concerns of both internal and external customers. Effective communication with team members and peers to foster a supportive and collaborative network. Demonstrates engagement, enthusiasm, and passion by delivering exceptional service to both internal and external members. Needs-based selling with exception product knowledge. Microsoft Office Software.
    $20-23 hourly 4d ago
  • Senior Private Tax Strategy Leader

    Price Waterhouse Coopers 4.5company rating

    Melville, NY job

    A prestigious consulting firm in New York seeks a Senior Manager for tax advisory services. In this role, you will lead significant projects, interact with senior-level clients, and drive innovative processes while mentoring top-performing teams. Candidates should hold a Bachelor's in Accounting, possess Japanese language skills, and have substantial experience in tax. A competitive salary range of $124,000 - $335,000 plus bonus eligibility is offered. #J-18808-Ljbffr
    $112k-151k yearly est. 1d ago
  • Director, Technical Program Management (AI/ML Products)

    Capital One 4.7company rating

    New York, NY job

    Are you interested in leading programs that deliver on critical business goals and build large scale products & platforms? About Capital One: At Capital One, we're changing banking for good. We were founded on the belief that no one should be locked out of the financial system. We're dedicated to helping foster a world where everyone has an equal opportunity to prosper. We're a bank, but we don't think like one. We're always thinking about what's next, about how we can innovate and inspire, and about how we can develop the tools our customers need to improve their financial lives - by leveraging best-in-class technology. That's where you come in. About the team:As a Director of Technical Program Management (TPM) within Capital One's Intelligent Foundations and Experiences (IFX) AI/ML organization, you will help us build robust, scalable platforms that enable state of the art AI capabilities for both customer-facing and internal applications. These platforms are the foundational blocks upon which Capital One's Credit Card, Retail Banking, and Auto Finance lines of business (LOBs) build delightful AI experiences for our customers, developers, and internal stakeholders. Beyond leading technical programs, you will pave the way for an expanding TPM discipline by leveraging your industry expertise to demonstrate the high-impact value a great TPM achieves. Our TPM Directors have: Lead a program team building enterprise Machine Learning capabilities Previous experience with machine learning (building models, deploying models, setting up cloud infrastructure and/or data pipelines) and familiarity with major ML frameworks such as XGBoost, PyTorch, AWS SageMaker, etc. Managed program communications with key stakeholders at all levels across the company to enable transparency and timely information sharing Served as the connective tissue across functions, business units, bringing teams together to foster collaboration, improve decision-making, and deliver value for customers, end to end The ability to simplify the technically complex and drive well-educated decisions across product, engineering, design, and data science representatives Deep focus on results through execution, follow-through, accountability. Strong technical backgrounds building highly scalable platforms, products, or services with the ability to proactively identify and mitigate technical risks throughout delivery life-cycle Exceptional communication and collaboration skills Excellent problem solving and influencing skills A quantitative approach to problem solving and a collaborative implementer to holistic solutions; a systems thinker Exceptional cross-team collaboration; able to work across different functions, organizations, and reporting boundaries to get the job done. Highly tuned emotional intelligence, good listener, and deep seated empathy for teams and partners Basic Qualifications: Bachelor's degree At least 7 years of experience managing technical programs At least 3 years of Machine Learning experience Preferred Qualifications: 10+ years of technical program management experience 7+ years of experience designing and building data-intensive solutions using distributed computing 3+ years of experience in building distributed systems & highly available services using cloud computing services / architecture - preferably using AWS 3+ years experience building highly scalable mobile products & platforms 3+ years of experience with Agile delivery 3+ years years experience delivering large and complex programs - where you own the business or technical vision, collaborate with large cross-functional teams, secure commitments on deliverables and unblock teams to land business impact Experience in building systems & solutions within a highly regulated environment Bachelor's degree in a related technical field (Computer Science, Software Engineering) MBA or Master's Degree in a related technical field (Computer Science, Software Engineering) or equivalent experience At this time, Capital One will not sponsor a new applicant for employment authorization, or offer any immigration related support for this position (i.e. H1B, F-1 OPT, F-1 STEM OPT, F-1 CPT, J-1, TN, E-2, E-3, L-1 and O-1, or any EADs or other forms of work authorization that require immigration support from an employer). The minimum and maximum full-time annual salaries for this role are listed below, by location. Please note that this salary information is solely for candidates hired to perform work within one of these locations, and refers to the amount Capital One is willing to pay at the time of this posting. Salaries for part-time roles will be prorated based upon the agreed upon number of hours to be regularly worked. Cambridge, MA: $230,400 - $263,000 for Director, Technical Program ManagementMcLean, VA: $230,400 - $263,000 for Director, Technical Program ManagementNew York, NY: $251,400 - $286,900 for Director, Technical Program ManagementRichmond, VA: $209,500 - $239,100 for Director, Technical Program ManagementSan Francisco, CA: $251,400 - $286,900 for Director, Technical Program ManagementSan Jose, CA: $251,400 - $286,900 for Director, Technical Program Management Candidates hired to work in other locations will be subject to the pay range associated with that location, and the actual annualized salary amount offered to any candidate at the time of hire will be reflected solely in the candidate's offer letter. This role is also eligible to earn performance based incentive compensation, which may include cash bonus(es) and/or long term incentives (LTI). Incentives could be discretionary or non discretionary depending on the plan. Capital One offers a comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being. Learn more at the Capital One Careers website. Eligibility varies based on full or part-time status, exempt or non-exempt status, and management level. This role is expected to accept applications for a minimum of 5 business days.No agencies please. Capital One is an equal opportunity employer (EOE, including disability/vet) committed to non-discrimination in compliance with applicable federal, state, and local laws. Capital One promotes a drug-free workplace. Capital One will consider for employment qualified applicants with a criminal history in a manner consistent with the requirements of applicable laws regarding criminal background inquiries, including, to the extent applicable, Article 23-A of the New York Correction Law; San Francisco, California Police Code Article 49, Sections 4901-4920; New York City's Fair Chance Act; Philadelphia's Fair Criminal Records Screening Act; and other applicable federal, state, and local laws and regulations regarding criminal background inquiries. If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation, please contact Capital One Recruiting at ************** or via email at RecruitingAccommodation@capitalone.com. All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations. For technical support or questions about Capital One's recruiting process, please send an email to ********************** Capital One does not provide, endorse nor guarantee and is not liable for third-party products, services, educational tools or other information available through this site. Capital One Financial is made up of several different entities. Please note that any position posted in Canada is for Capital One Canada, any position posted in the United Kingdom is for Capital One Europe and any position posted in the Philippines is for Capital One Philippines Service Corp. (COPSSC).
    $251.4k-286.9k yearly 2d ago
  • Asset Management - Internal Client Advisor - Associate

    Jpmorgan Chase 4.8company rating

    New York, NY job

    JPMorgan Asset Management helps institutional and individual clients from all over the globe meet their financial goals by providing industry leading investment solutions. Our wide array of financial strategies - equity, fixed income, cash management, currency, asset allocation, and alternative asset classes - allow investors to find strategies to help navigate dynamic markets. Our renowned value-added tools assist clients in realizing their retirement objectives by getting invested, staying invested, and investing with less emotion. **Job Summary:** As an Internal Client Advisor Associate within the Asset Management team, you will be responsible for helping financial advisors understand the complexities of capital markets and offering timely solutions. You will play a key role in marketing mutual funds, ETFs, and separately managed accounts in partnership with an External Client Advisor. This role provides an opportunity to demonstrate your passion for the financial industry. **Job Responsibilities:** + Develop strong relationships with top-tier clients and prospects through consultative, proactive phone conversations that deliver the JPMorgan value proposition + Provide superior client service by being responsive, thoughtful and making the clients' needs the focus + Leverage cutting-edge technological tools to showcase our resources to financial advisors in a more user-friendly way + Partner with Client Advisor (external wholesaler) by being completely aligned on the objectives needed to achieve the territory's sales goals + Demonstrate effective territory management skills by focusing on timely follow-up, advisor scheduling and lead generation + Convey the thought leadership of our Market Insights team to aid clients' understanding of the ever-changing market landscape + Assist financial advisors in constructing strong risk-adjusted portfolios by leveraging the knowledge and analytics of our Portfolio Insights team **Required Qualifications, Capabilities, and Skills** + Bachelor's degree + Self-starter with passion for sales and the financial markets + Proven results shown through sustainable achievement in a competitive environment + Ability to learn and demonstrate industry and product knowledge by understanding the client, competition, and marketplace + Capacity to build relationships across entire organization and with our partner firms + Series 7 and Series 63 **Preferred Qualifications, Capabilities, and skills** + Two years of financial service experience preferred and/or related sales leadership experience JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
    $149k-199k yearly est. 8d ago
  • Senior Home Lending VP: Lead a High-Impact Mortgage Team

    Jpmorgan Chase & Co 4.8company rating

    Tarrytown, NY job

    A leading financial institution in New York seeks a Lending Manager to lead retail mortgage production while adhering to regulatory requirements. This role requires a Bachelor's degree, over 5 years of experience in mortgage lending, and strong leadership capabilities. The position is focused on growing a team of Home Lending Advisors and achieving strategic business goals. Excellent communication and P&L management skills are essential for success. Opportunities for career growth are available. #J-18808-Ljbffr
    $146k-197k yearly est. 3d ago
  • U.S. Private Bank - Wealth Advisor - Executive Director

    Jpmorgan Chase 4.8company rating

    New York, NY job

    We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan's U.S. Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level. As a Wealth Advisor in the U.S. Private Bank, you will help ensure that our clients' estate, income, tax, philanthropic, and other planning needs are identified and met through a comprehensive understanding of their wealth and objectives. **Job Responsibilities** + Serve as an advisor to clients on personal planning matters + Identify opportunities for the Bank to serve in a current or future fiduciary capacity + Serve as a resource for clients needing solutions regarding executive compensation, retirement planning, and business succession planning + Assist Bankers and other team members in their new business efforts + Cultivate relationships with professional advisors (PAs), principally attorneys and accountants, and coordinate the team's strategy with respect to PA outreach + Deliver in-market educational presentations to internal and external audiences (including prospects, clients, and PAs), write and review articles for internal and external publication, and engage in interviews for articles in trade and general publications, and other media + Support the coordination of sales efforts among Bankers, Investors, Capital Advisors and Trust and Estate Officers **Required Qualifications, Capabilities, and Skills** + Five plus years of complex estate and wealth planning experience + Professional designations required: JD + Recognized expertise in managing the estate planning needs of high-net-worth individuals + Sales experience, including: profiling, overcoming objections, negotiating, team-selling approach, closing the sale and bringing in referrals + Strong knowledge of U.S. and local transfer tax law and local substantive trust law, with the ability to apply that knowledge to client-specific planning situations + Strong knowledge of individual, fiduciary, corporate and partnership income tax laws, with ability to apply that knowledge to client-specific planning situations + Ability to evaluate wealth transfer goals of clients and prospects, identify which of the available techniques are appropriate, explain opportunities to clients and prospects and work with clients and prospects, and their other advisors, to determine best ways to implement **Preferred Qualifications, Capabilities, and Skills** + CPA designation + Ability to partner with clients' other advisors (principally their attorneys and accountants) + Demonstrated understanding of other wealth management disciplines, including investing and credit + Ability to work in a team-based environment JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans **Base Pay/Salary** New York,NY $215,000.00 - $350,000.00 / year
    $215k-350k yearly 8d ago
  • Malware Defense Malware Analyst

    Bank of America 4.7company rating

    Denver, CO job

    At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in‑office culture with specific requirements for office‑based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role‑specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Bank of America is one of the world's leading financial institutions, serving over 66 million consumers and small businesses. Company success is only possible with a strong cyber defense, which enables Bank of America to safely conduct global operations across the United States and in approximately 35 countries. Our primary goal is to safeguard not only the company, but our clients and their trust. The Malware Defense Team is looking for top talent who would like to join one of the most advanced cybersecurity teams in the world. Responsibilities In‑depth analysis of malware, including authoring analysis reports. Tracking malware campaigns, malicious actors, and related infrastructure. Creation of tools and scripts to assist in the analysis of malware analysis. Field escalations of potentially malicious files and websites from teams within Malware Defense. Required Qualifications Strong direct experience of analyzing malware. Intermediate to advanced malware analysis skills. Experience creating innovative ways to track progression of malware families, infrastructure, and campaigns conducted by e‑crime, and cyber espionage actors. Experience creating tools and scripts to accelerate malware and threat analysis. Background in network traffic analysis - WireShark, Fiddler, proxy logs, etc. Experience analyzing malicious web content such as ClickFix, ClearFake, SocGholish, etc. Experience authoring YARA, Suricata, and EKFiddle detection rules. Experience with penetration testing and/or adversary emulation is a plus. Able to work independently on tasks, but also work well within a team environment. Desired Qualifications Experience analyzing malware targeting Linux, Android, and IOT platforms. Skills Cyber Security Data Privacy and Protection Problem Solving Process Management Threat Analysis Business Acumen Data and Trend Analysis Interpret Relevant Laws, Rules, and Regulations Risk Analytics Stakeholder Management Access and Identity Management Data Governance Encryption Information Systems Management Technology System Assessment Shift 1st shift (United States of America) Hours Per Week 40 Pay Transparency details US - CO - Denver - 1144 15th St - Denver Gis (CO9926), US - DC - Washington - 1800 K St NW - 1800 K Street NW (DC1842), US - IL - Chicago - 540 W Madison St - Bank Of America Plaza (IL4540) Pay and benefits information Pay range $95,700.00 - $144,900.00 annualized salary, offers to be determined based on experience, education and skill set. Discretionary incentive eligible. This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company. Benefits: This role is currently benefits eligible. We provide industry‑leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve. #J-18808-Ljbffr
    $95.7k-144.9k yearly 1d ago
  • Senior Audit Manager: Lead Engagements & Client Impact

    Uhy LLP 4.7company rating

    Melville, NY job

    A leading professional services firm in New York is seeking an experienced Audit Senior Manager to oversee audit engagements and manage a team. The role requires strong leadership and client management skills, along with extensive experience in auditing within a CPA firm. Responsibilities include ensuring audit quality, developing comprehensive strategies, and mentoring junior staff. Competitive compensation ranging from $150,000 to $210,000 is offered, along with a collaborative work environment. #J-18808-Ljbffr
    $150k-210k yearly 5d ago
  • Project Manager

    Summit Partners, Ltd. 4.4company rating

    Loveland, CO job

    Project Manager - Summit Partners, Ltd. Summit Partners, Ltd. is a Loveland-based general contracting firm specializing in industrial, manufacturing, food-processing, freezer/cooler, and high-performance commercial facilities throughout Colorado and the Mountain West. We are known for our design-build expertise, transparent cost control, and long-term client relationships. Our team operates in a highly collaborative environment where professionals are trusted with real responsibility and supported by experienced leadership. Position Overview Summit Partners is seeking an experienced Project Manager to lead the planning, coordination, and execution of complex construction projects from preconstruction through closeout. This role is ideal for a professional who enjoys owning projects end-to-end, working directly with clients and field teams, and delivering technically demanding facilities with a strong focus on safety, quality, schedule, and financial performance. Duties & Responsibilities · Manage multiple construction projects from preconstruction through closeout · Create, review and validate estimates, budgets, schedules, drawings, and scopes of work · Lead subcontractor bidding, procurement, contract execution, and coordination · Coordinate permitting and jurisdictional requirements · Create job cost reports, cash flow projections, and overall project financials · Manage RFIs, submittals, change orders, and project documentation · Maintain strong client relationships and proactively resolve issues · Coordinate closely with superintendents to manage field operations · Conduct jobsite visits to monitor progress, quality, and safety compliance · Maintain accurate record drawings and prepare closeout documentation · Communicate regularly with company leadership regarding project status, risks, and opportunities Minimum Qualifications · 3-5+ years of construction project management experience · Experience with commercial and/or industrial construction projects · Strong understanding of budgeting, scheduling, and cost control · Ability to read and interpret construction drawings and specifications · Knowledge of building codes and construction safety requirements · Strong organizational, leadership, and communication skills · Proficiency with Microsoft Office (Excel, Word, Outlook); scheduling and PM software experience preferred · Valid driver's license and ability to travel to job sites as required Salary & Benefits · Salary Range: $95,000 - $130,000 annually (depending on experience) · Performance-based annual bonus · Vehicle allowance or company vehicle · Health and dental · 401(k) with company match · Paid time off and paid holidays · Long-term growth and advancement opportunities
    $95k-130k yearly 3d ago
  • Relationship Banker - Northern Westchester County NY Area

    Bank of America 4.7company rating

    Armonk, NY job

    Armonk, New York;Katonah, New York **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (**************************************************************************************************************************** **:** At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! **Job Description:** This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals. Responsibilities: - Executes the bank's risk culture and strives for operational excellence - Builds relationships with clients to meet financial needs - Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations - Grows business knowledge and network by partnering with experts in small business, lending, and investments - Manages financial center traffic, appointments, and outbound calls effectively - Drives the client experience - Manages cash responsibilities Required Qualifications: - Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client - Collaborates effectively to get things done, building and nurturing strong relationships - Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives - Is confident in identifying solutions for new and existing clients based on their needs - Communicates effectively and confidently and is comfortable engaging all clients - Has the ability to learn and adapt to new information and technology platforms - Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking) - Applies strong critical thinking and problem-solving skills to meet clients' needs - Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations - Efficiently manages time and capacity - Focuses on results while acting in the best interest of the client - Can be flexible to work weekends and/or extended hours as needed Desired Qualifications: - Experience in financial services and knowledge of financial services industry, products and solutions - One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals - Six months of cash handling experience - Bachelor's Degree or business-relevant Associate's Degree such as business management, business administration or finance Skills: - Adaptability - Business Acumen - Customer and Client Focus - Oral Communications - Problem Solving - Account Management - Client Experience Branding - Client Management - Client Solutions Advisory - Relationship Building - Business Development - Pipeline Management - Prospecting - Referral Identification - Referral Management **Minimum Education Requirement:** High School Diploma / GED / Secondary School or equivalent **Shift:** 1st shift (United States of America) **Hours Per Week:** 40 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. View your **"Know your Rights (************************************************************************************** "** poster. **View the LA County Fair Chance Ordinance (************************************************************************************************** .** Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work. This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
    $42k-53k yearly est. 5d ago
  • Branch Manager

    Heritage Financial Credit Union 4.4company rating

    Newburgh, NY job

    Here's a little about us: Heritage Financial Credit Union is a member-owned financial institution that is committed to helping our members achieve their financial goals and building a stronger community. We believe that everyone deserves access to affordable financial services, and we are dedicated to providing our members with the tools and resources they need to achieve their financial dreams. Our vision is to be the leading financial institution in the communities we serve, and we are committed to creating a culture of excellence where our employees can thrive. We believe in creating a workplace where everyone feels valued and respected, and where we can all work together to achieve our goals. We recognize that our employees are our most important asset, and we are committed to providing them with the training, development, and opportunities they need to succeed. Our values are at the heart of everything we do. We believe in: Integrity: We are honest and trustworthy in all of our dealings with our members, employees, and the community. Excellence: We strive to provide our members with the best possible service. Teamwork: We believe that we can achieve more together than we can alone. Respect: We treat each other with dignity and respect. Community: We are committed to giving back to the communities we serve. What's in it for you? Salary: $73,500 - $91,000 annually (based on experience) Benefits: · Paid Time Off & Paid Federal Holidays · Medical, Dental, Vision & Life Insurance · Employee Assistance Program · Flexible Spending Accounts / HSA · 401K Employer Match · Educational Assistance · Incentives and Merit Increases · Paid Time to Volunteer ESSENTIAL FUNCTIONS AND RESPONSIBILITIES Demonstrate understanding of HFCU's Mission, Vision and Core Values, along with expertise in HFCU's products and services, including all available tools and resources to effectively lead the branch. Demonstrate engagement, enthusiasm, and passion for leading the branch. Provide guidance and support for each team member utilizing HFCU's Employee Performance Program, including but not limited to monthly 1x1 sessions. Evaluate employee performance and provide feedback and coaching as needed. Manage employee relation issues in a timely mannered and with professionalism toward resolution. Demonstrate understanding and support of all HFCU initiatives for employee development and team engagement through collaboration with HFCU's training and development programs. Consistently work with the team to develop an appropriate succession plan. Support recruiting in the hiring process. Effectively communicate with department leaders and peers to develop a network of support and collaboration. Facilitate communication of all necessary information with the team on a daily, weekly and monthly basis, including but not limited to daily huddles and monthly branch meetings. Ensure member service standards are met through effective coaching and development of each team member. Handle all concerns and complaints in a professional and supportive manner, escalating situations with a recommended solution. Collaborate with departments to enhance member service as needed, and ensure proper follow through. Partner with Business Intelligence to utilize all available tools and resource to analyze branch trends, recognize new ways to capture and grow business, and recommend possible solutions to Retail Leadership. Assess branch trends in areas such as transactional, goal attainment and industry standards in order to make effective recommendations for annual headcount. Assume complete responsibility for all areas of branch management, including all day-to-day operations. Demonstrate proficiency in all operational tasks and sales processes, and ensure timely completion of all as expected by Retail Leadership. Demonstrate an ability to support and function in all branch positions as needed. Proactively plan activities to aid in the attainment of monthly goals. Examples include, but are not limited to, in-branch call nights, collaboration with local businesses on membership drives, and dissemination of promotional information. Prospecting and visiting local businesses for brand awareness and to meet our business and commercial goals. Participate in community involvement to develop relationships with community leaders within your branch's geographical location, and across HFCU's field of membership, to increase brand awareness. Oversee the branch's monthly financial budget to ensure necessary steps are taken to manage expenses, including the review of monthly variances. Partner with Retail Leadership to analyze and make recommendations around managing branch profitability. Developing sales service plan to help the branch meet their goal. The ability to pivot as the business needs change. Proactively look for operational enhancements and research and share with direct leader. Maintain a safe and sound work environment adhering to all audit and security expectations. Participate in organizational team projects, representing Retail in a professional and competent manner. Mentor and support new branch managers. Performs other duties as assigned. Requirements EXPERIENCE: 3+ years as a Branch Manager with Business Development is essential. Experience on outbound calling/prospecting and visiting local businesses. Experience understanding business and commercial products. Proficiency in Microsoft Office. Extensive financial industry experience, including but not limited to cash handling, customer service, needs based selling, goal attainment, employee leadership and development, project and team participation and community development. EDUCATION/CERTIFICATION: Bachelor's degree and/or a comparable combination of education and experience. Notary License required or within 6 months of hire. KNOWLEDGE: This position requires that the employee gain a working knowledge of Bank Secrecy Act (BSA) requirements and how they will affect their work. The employee will comply with all requirements of the BSA and cooperate with the designated BSA Officer in assuring compliance. SKILLS/ABILITIES: Demonstrate the ability to think critically and creatively to problem solve and build business plans. Demonstrate the ability to effectively collaborate with direct team, department leaders and line of business partners to achieve organizational goals. Demonstrate self-awareness, discipline and a strong desire to learn and contribute to the success and wellbeing of self, team members and the organization. Focus on customer service and lead by example. Show strong attention to detail. Highly organized with time and team management An eagerness to grow the branch network and developing teams. Demonstrate an ability to effectively communicate with internal and external members in a professional and respectful tone and manner. Demonstrate a strong commitment to listening, anticipating and addressing the needs and concerns of internal and external members. Ability to project a professional appearance and positive attitude at all times. Advanced analytical/technical knowledge pertaining to decision analysis and financial/budget administration.
    $73.5k-91k yearly 3d ago
  • Private Client Banking Advisor

    Jpmorgan Chase & Co 4.8company rating

    New York, NY job

    A leading financial institution is seeking a Private Client Banker in New York to manage high-value client relationships. The role involves acquiring new clients, providing tailored financial advice, and collaborating with various financial specialists. Ideal candidates will have experience in Branch Banking, outstanding communication skills, and the capacity to meet financial licensing requirements. This position requires adherence to Dodd Frank/Truth in Lending Act stipulations. #J-18808-Ljbffr
    $92k-145k yearly est. 3d ago
  • Digital Financial Partner

    Heritage Financial Credit Union 4.4company rating

    Middletown, NY job

    Join a Purpose-Driven Team at Heritage Financial Credit Union Where Integrity, Excellence, Teamwork, and Community Matter! Heritage Financial Credit Union is a member-owned financial institution that is committed to helping our members achieve their financial goals and building a stronger community. We believe that everyone deserves access to affordable financial services, and we are dedicated to providing our members with the tools and resources they need to achieve their financial dreams. Our vision is to be the leading financial institution in the communities we serve, and we are committed to creating a culture of excellence where our employees can thrive. We believe in creating a workplace where everyone feels valued and respected, and where we can all work together to achieve our goals. We recognize that our employees are our most important asset, and we are committed to providing them with the training, development, and opportunities they need to succeed. Our values are at the heart of everything we do. We believe in: · Integrity: We are honest and trustworthy in all of our dealings with our members, employees, and the community. · Excellence: We strive to provide our members with the best possible service. · Teamwork: We believe that we can achieve more together than we can alone. · Respect: We treat each other with dignity and respect. · Community: We are committed to giving back to the communities we serve. If you are looking for a challenging and rewarding career in the financial services industry with a company that is committed to its mission, vision and values, we encourage you to apply for a position at Heritage Financial Credit Union. Here you will find a supportive and collaborative work environment where you can make a difference in the lives of our members and our community. We offer a competitive salary, comprehensive employee benefits package, including a very generous PTO policy. Rate of Pay: $23.00 - $26.00 per hour ESSENTIAL FUNCTIONS AND RESPONSIBILITIES Answering all incoming member calls and addressing all needs, including placing members in appropriate accounts and consumer loan products and assistance with all digital enrollments for all HFCU products and services. Responding to all digital inquiring and needs, including but not limited to chat, online account and loan requests as well as marketing leads Proactively reach out to all new memberships established through line of business partners to assess needs and offer additional products and services as appropriate. Required expertise on all products and services offered by HFCU Demonstrate an ability to think critically to ensure best options are provided to members in both sales opportunities and meeting needs in general. Cash handling and processing transactions. Organize priorities, achieve monthly goals, and deliver quality work Ability to function as Teller or Financial Service Representative to support branch needs Demonstrate understanding and support of all HFCU initiatives for employee development. Actively participate in personal growth through use of tools and resources available to you. Proactively look for operational enhancements and research options to present for process improvements to the Enhancement Committee. When applicable, partner with departments to brainstorm, design and implement approved enhancements. Participate in organizational team projects, representing Retail in a professional and competent manner. Mentor new hires Performs other duties as assigned PERFORMANCE MEASUREMENTS Performance is measured against the competencies and goals as outlined in the Employee Performance Program, and established in partnership with the employee's leadership. There are three levels associated with this position. Level will be determined through managerial assessment of employee and location specific business needs. Level 3 Demonstrates superior product knowledge. Requires no instruction in the completion of basic duties. Possess excellent needs bases selling skills. Demonstrates capability to handle all complex branch assignments. Requirements EDUCATION/CERTIFICATION: Customer service and sales experience. Notary License required or within 12 months of hire. REQUIRED KNOWLEDGE AND EXPERIENCE: Previous call center experience a plus. Active listening and effective communication. Problem-solving abilities and technical support skills. HFCU product knowledge. Extensive customer service and sales experience (financial industry experience preferred) including but not limited to customer service, needs based selling, goal attainment, cash handling, project and team participation, and community development. Develop skill set in cash handling and transactional processing, performing account and loan intake and funding, and answering member inquiries through in branch and phone interactions. This position requires that the employee gain a working knowledge of Bank Secrecy Act (BSA) requirements and how they will affect their work. The employee will comply with all requirements of the BSA and cooperate with the designated BSA Officer in assuring compliance. SKILLS/ABILITIES: Demonstrate the ability to think critically and creatively to problem solve and build business plans. Demonstrate the ability to effectively collaborate with direct team, department leaders and line of business partners to achieve organizational goals. Demonstrate self-awareness, discipline and a strong desire to learn and contribute to the success and wellbeing of self, team members and the organization. Demonstrate an ability to effectively communicate with internal and external members in a professional and respectful tone and manner. Demonstrate a strong commitment to listening, anticipating and addressing the needs and concerns of internal and external members. Ability to project a professional appearance and positive attitude at all times. Effectively communicate with team members and peers to develop a network of support and collaboration. Demonstrate engagement, enthusiasm, and passion through providing stellar service to both internal and external members. Salary Description $23.00 - $26.00 per hour
    $23-26 hourly 1d ago
  • Head of Systematic Futures Team (USA)

    Trexquant Investment 4.0company rating

    New York, NY job

    Job Description We are looking for an experienced systematic futures quantitative researcher to lead our Futures Team. In this role, you will be responsible for leading a team of researchers in researching, implementing, and trading profitable futures based systematic strategies within Trexquant's core product. Your work will expand our existing systematic futures program as a meaningful asset class in our proven quantitative processes. Responsibilities Expand our current futures effort by further identifying data and signals useful for building and backtesting various futures strategies. Work with the development team to improve accuracy, robustness, and speed of our platform in simulating and trading proposed futures based strategies. Design and Implement futures based strategies and partner with the execution and financing teams to optimize execution of strategies, harmonizing with existing investments and asset classes. Align with the risk team to establish monitoring and controls for futures specific risk exposures as well as capital allocation among our incumbent strategies. Regularly present to senior management to collaborate and align quantitative credit research with overall trading and investment strategies. Requirements 5+ years of experience in researching and trading quantitative futures based strategies. Bachelor's, Master's, or Ph.D. degrees in Mathematics, Statistical Modeling, Computer Science or other related STEM fields. Proven leadership experience in managing a team of quantitative researchers. Strong quantitative skills. Proficiency in Python. Benefits Competitive salary plus bonus based on individual and company performance. Collaborative, casual, and friendly work environment. PPO Health, dental and vision insurance premiums fully covered for you and your. dependents. Pre-tax commuter benefits. Weekly company meals. Applications are open for both Stamford and New York City offices, the latter with a planned opening in October 2026. The base salary for this role is $130,000 to $200,000, and will be determined based on the candidate's educational background and professional experience. Base salary is one component of Trexquant's total compensation package, which may also include a discretionary, performance-based bonus. This position is classified as overtime-exempt. Trexquant is an Equal Opportunity Employer
    $130k-200k yearly 20d ago
  • U.S. Private Bank - Private Banker - Executive Director

    Jpmorgan Chase 4.8company rating

    New York, NY job

    We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan's U.S. Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level. As a Private Banker, you are responsible for advising families on building, preserving and managing their wealth. You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects of their balance sheet and generate new client acquisition. You will be part of a local team and supported by an institutional platform that has the resources, specialists and intellectual capital to help you advise clients on achieving their desired goals. **Job Responsibilities** + Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience + Generate business results and acquire new assets, both from existing client base and new client acquisition + Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs + Partner with internal specialists to provide interdisciplinary expertise to clients when needed + Connect your clients across all lines of business of J.P. Morgan Chase & Co. + Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach + Strictly adhere to all risk and control policies, regulatory guidelines and security measures **Required qualifications, capabilities, and skills** + Six plus years of work experience in Private Banking or Financial Services + Bachelor's Degree required + Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date + Proven sales success and strong business acumen + Strong community presence with an established network + Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts + Focuses on the client experience and works tirelessly on the client's behalf **Preferred qualifications, capabilities, and skills** + MBA, JD, CFA, or CFP preferred + Proactive, takes initiative, and uses critical thinking to solve problems + Dynamic and credible professional who communicates with clarity and has exceptional presentation skills + Demonstrates strong organizational skills and applies a disciplined and organized approach throughout their business + Experience with and in-depth knowledge of the equity and fixed income markets and alternative investments, including Hedge Funds, Private Equity and Real Estate JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans **Base Pay/Salary** New York,NY $170,000.00 - $250,000.00 / year
    $170k-250k yearly 8d ago
  • Malware Defense Analyst: Threat Analysis & Tooling

    Bank of America 4.7company rating

    Denver, CO job

    A leading financial institution is seeking a Cybersecurity Analyst in Denver. This role involves analyzing malware and creating tools for cybersecurity. Applicants should have experience in malware analysis, tracking campaigns, and relevant cybersecurity skills. A collaborative environment promotes innovation in addressing cyber threats. The position involves a salary range of $95,700 - $144,900, with an emphasis on benefits and a focus on employee wellness. #J-18808-Ljbffr
    $95.7k-144.9k yearly 1d ago
  • Wholesale Lending Firmwide External Reporting Controller Transformation - Vice President

    Jpmorgan Chase & Co 4.8company rating

    New York, NY job

    Join us to lead high-visibility initiatives, build influential partnerships, and help set the standard for innovation and best practices in financial reporting. JPMorgan Chase's CIB Wholesale Lending FERC team is looking for a skilled Vice President to join our Transformation Team, offering the opportunity to lead change initiatives and influence key partnerships. As a Vice President on our Wholesale Lending FERC Transformation Team, you'll have the unique opportunity to drive strategic change, elevate data integrity, and make a lasting impact across the organization. The role focuses on solution design/development with the goal of improving data quality to meet Regulatory Reporting requirements. The roadmap to achieve this is often through implementation of control enhancements, technology solutions, and an optimized operating model, as well as a view towards long-term sustainability, which includes delivering training for cross-organization adoption. You will engage with multiple leaders across Risk, Operations, Technology and Accounting/Legal Policy in this world class organization. Job Responsibilities Drive development and implementation of strategic solutions to meet regulatory and external reporting challenges related to wholesale lending. Collaborate with cross-functional teams-including technology, reporting, and business partners-to understand processes, implement strategic solutions, onboard/decommission systems, and provide analytics and support. Execute end-to-end project management,including data capture and sourcing, remediation, operating model enhancements, training, and developing reporting logic requirements. Perform data analysis and research to influence business decisions, triage issues, identify root causes, and recommend solutions to resolve data defects. Responsible for detailed documentation of requirements/requirement interpretation Prepare, document, and present findings or status updates in senior management forums, ensuring accurate SEC and regulatory reporting. Execute controls on an interim basis to ensure accurate SEC and regulatory reporting of wholesale lending data Provide system-level support to Wholesale Lending Services (WLS) to ensure operational processes and changes adhere to regulatory instructions. Required qualifications, capabilities, and skills 6+ years of experience in financial control, regulatory external reporting, or related roles within the banking or financial services industry. Advanced expertise in data management and analysis, including organizing, maintaining, and ensuring the integrity of large, complex datasets. Proficiency with data profiling and analytics tools such as Alteryx, AWS Databricks, SQL or similar query languages, and Tableau for dashboard creation. Demonstrated ability to synthesize complex data, perform root cause analysis, and formulate actionable conclusions to resolve data or process issues. Strong capability in mapping and documenting data lineage to ensure transparency, accuracy, and compliance. Ability to leverage advanced technologies, including Large Language Models (LLMs), to solve problems and enhance productivity. Excellent verbal and written communication skills, with the ability to present complex and sensitive issues to management and stakeholders in a clear and persuasive manner. Strong relationship-building and networking skills, with the ability to collaborate effectively across the firm. Exceptional organizational and project management skills, with the ability to manage multiple priorities and work under pressure while maintaining attention to detail and a strong controls mindset. Commitment to lifelong learning and continuous professional development. Self-motivated and willing to take initiative; ability to thrive in a changing work environment #J-18808-Ljbffr
    $112k-158k yearly est. 4d ago

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