Consultant - Operations Associate Organizing Resilience
Houston, TX jobs
Job Description
HOW TO APPLY
Applications will be reviewed on a rolling basis and must be received by November 17, 2025. Applications received after the deadline may be reviewed dependent upon qualifications. Submit a resume and cover letter that demonstrates your understanding of the role and how your experience aligns with the contract deliverables. Applications will be considered on a rolling basis until the position is filled.
To protect the integrity of our structure candidacy process, we kindly ask that all applicants do not call, email, or message our office or any member of the Organizing Resilience or Amalgamated Charitable Foundation (ACF) Team about this opportunity.
ABOUT US
The Amalgamated Foundation is a platform for progressive, social change philanthropy that manages more than 200 donor-advised funds and collaborative funds. Committed to innovation, the Foundation is uniquely nimble and efficient in forging connections between individual donors, institutional funders, and grantees.
Organizing Resilience (OR) coordinates national and local expertise to develop the tools, talent, and networks that will allow movement organizations, the philanthropic community, and government leaders to respond to the humanitarian and political crises that unfold during and after moments of disaster. By pre-building key aspects of disaster response and networks across regions and sectors before crises surface OR connects resources to on-the-ground leaders where they will have an immediate and lasting impact. Organizing Resilience is a sponsored project of the Amalgamated Charitable Foundation.
Contract: Operations Associate
Location: Houston, TX (Hybrid - in-person at shared office space with some remote work flexibility, 20 hours a week on contract
Pay: $30/hour
Term: 6 Months
Reports to: Operations Manager
Contract Summary:
Seeking a part time, short term, contracted Operations Associate to support high-priority internal systems and special projects under the direction of the Operations Manager. This contract will focus on logistics, data management, events, and creative resource development support, ensuring that day-to-day operations and coordination efforts executed in a timely and efficient manner.
The ideal consultant is detail-oriented, proactive, and comfortable supporting multiple workstreams in a fast-paced, responsive environment. Experience and/interest in nonprofit operations, event management, and movement infrastructure is preferred.
Core Duties and Deliverables1. Invoice & Data Management (35%)
Track and log contractor invoices and reimbursements across operations.
Maintain accurate and updated documentation of invoice history and expense categories.
Manage and clean contact and email data lists across CRM and spreadsheets.
Input and track data related to funders, grantees, organizational partners, and disaster-impacted communities.
2. Event & Logistical Support (30%)
Coordinate logistics for virtual and in-person events (set-up, registrations, calendars, tech support) for upcoming events during term of contract.
Provide day-of support for Zoom, Slack, and other tools during team gatherings or public events.
Take meeting notes, track follow-ups, and ensure clear post-event documentation.
3. Graphic Design & Resource Creation (20%)
Design flyers, one-pagers, and toolkits in Canva or Adobe.
Update and format documents and materials for internal and external use.
Assist in the layout and visual consistency of branded assets.
4. Administrative & Tech Operations (15%)
Organize and maintain Google Drive folders and file naming conventions.
Troubleshoot tech issues related to Zoom, Slack, and Google Workspace.
Must-Have:
Experience with Google Workspace, Slack, and Zoom.
Strong comfort and experience with spreadsheets and data entry.
Strong organizational skills and ability to manage multiple tasks simultaneously.
Detail-oriented, proactive, and a strong problem solver.
Familiarity with Canva and/or Adobe for basic design work.
Proficiency in digital tools for scheduling, tracking, and managing event logistics.
Nice-to-Have:
Experience with CRM platforms (e.g. Bloomerang).
Familiarity with mutual aid, community organizing, or disaster response.
Experience working remotely on distributed teams.
Knowledge of basic project or event planning workflows.
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Consultant - Operations Associate Organizing Resilience
Houston, TX jobs
HOW TO APPLY
Applications will be reviewed on a rolling basis and must be received by November 17, 2025. Applications received after the deadline may be reviewed dependent upon qualifications. Submit a resume and cover letter that demonstrates your understanding of the role and how your experience aligns with the contract deliverables. Applications will be considered on a rolling basis until the position is filled.
To protect the integrity of our structure candidacy process, we kindly ask that all applicants do not call, email, or message our office or any member of the Organizing Resilience or Amalgamated Charitable Foundation (ACF) Team about this opportunity.
ABOUT US
The Amalgamated Foundation is a platform for progressive, social change philanthropy that manages more than 200 donor-advised funds and collaborative funds. Committed to innovation, the Foundation is uniquely nimble and efficient in forging connections between individual donors, institutional funders, and grantees.
Organizing Resilience (OR) coordinates national and local expertise to develop the tools, talent, and networks that will allow movement organizations, the philanthropic community, and government leaders to respond to the humanitarian and political crises that unfold during and after moments of disaster. By pre-building key aspects of disaster response and networks across regions and sectors before crises surface OR connects resources to on-the-ground leaders where they will have an immediate and lasting impact. Organizing Resilience is a sponsored project of the Amalgamated Charitable Foundation.
Contract: Operations Associate
Location: Houston, TX (Hybrid - in-person at shared office space with some remote work flexibility, 20 hours a week on contract
Pay: $30/hour
Term: 6 Months
Reports to: Operations Manager
Contract Summary:
Seeking a part time, short term, contracted Operations Associate to support high-priority internal systems and special projects under the direction of the Operations Manager. This contract will focus on logistics, data management, events, and creative resource development support, ensuring that day-to-day operations and coordination efforts executed in a timely and efficient manner.
The ideal consultant is detail-oriented, proactive, and comfortable supporting multiple workstreams in a fast-paced, responsive environment. Experience and/interest in nonprofit operations, event management, and movement infrastructure is preferred.
Core Duties and Deliverables1. Invoice & Data Management (35%)
Track and log contractor invoices and reimbursements across operations.
Maintain accurate and updated documentation of invoice history and expense categories.
Manage and clean contact and email data lists across CRM and spreadsheets.
Input and track data related to funders, grantees, organizational partners, and disaster-impacted communities.
2. Event & Logistical Support (30%)
Coordinate logistics for virtual and in-person events (set-up, registrations, calendars, tech support) for upcoming events during term of contract.
Provide day-of support for Zoom, Slack, and other tools during team gatherings or public events.
Take meeting notes, track follow-ups, and ensure clear post-event documentation.
3. Graphic Design & Resource Creation (20%)
Design flyers, one-pagers, and toolkits in Canva or Adobe.
Update and format documents and materials for internal and external use.
Assist in the layout and visual consistency of branded assets.
4. Administrative & Tech Operations (15%)
Organize and maintain Google Drive folders and file naming conventions.
Troubleshoot tech issues related to Zoom, Slack, and Google Workspace.
Must-Have:
Experience with Google Workspace, Slack, and Zoom.
Strong comfort and experience with spreadsheets and data entry.
Strong organizational skills and ability to manage multiple tasks simultaneously.
Detail-oriented, proactive, and a strong problem solver.
Familiarity with Canva and/or Adobe for basic design work.
Proficiency in digital tools for scheduling, tracking, and managing event logistics.
Nice-to-Have:
Experience with CRM platforms (e.g. Bloomerang).
Familiarity with mutual aid, community organizing, or disaster response.
Experience working remotely on distributed teams.
Knowledge of basic project or event planning workflows.
Auto-ApplyAssociate, Tax Operations
New York, NY jobs
We are hiring an Associate, Tax Operations to support the tax department in our NYC office. This position is open to candidates interested in a full-time role. This is a great opportunity to help support our rapidly growing firm.
Responsibilities
Assist with monthly invoicing and billing for tax managers and family office team
Answer incoming calls and assume other receptionist duties when needed
Assist with scanning, filing, and creation and maintenance of client folders
Generate memos, emails, letters and reports when appropriate
Assist with e-filing and maintaining e-file records and e-file log
Filing final signed tax return and family office information, notice responses, and other signed documents in client files
Assisting with engagement letter preparation, filing and data base
Process tax returns for clients
Assist with tracking of corporate card expenses and expense reports
Prepare tax return due date lists on weekly basis
Assist with some basic bookkeeping for our family office team as needed which includes bank reconciliations, Quickbooks reports, etc.
Handle miscellaneous requests as needed
Qualifications
One or more years of bookkeeping experience
1+ year of tax administrative experience preferred
Proficient in Microsoft Excel and Microsoft Word
Familiarity with bookkeeping software such as Quickbooks
Skills and Knowledge
Strong communication and interpersonal skills, both written and verbal
Results and action-oriented in a fast-paced, ever changing environment
Ability to work confidently within varying degrees of ambiguity, manage conflicting priorities, deadline-based tasks and simultaneous projects
Strong judgment and confidence in decision making when appropriate
Attention to detail and accuracy in all work
Strong organizational skills with the ability to prioritize multiple and conflicting tasks
Excellent verbal and written communication skills
We welcome your interest in being a part of the Mariner team. We offer our associates an innovative and challenging place to work with camaraderie and teamwork. We are a growth-oriented, entrepreneurial culture that respects people and values talent, experience and ambition.
EOE/M/F/D/V
#LI-NP1
Auto-ApplyInvestor Operations - Associate
New York, NY jobs
Jefferies Credit Partners LLC (“JCP”) is a leading private credit manager and the asset management arm of Jefferies Finance LLC (“JFIN”). JFIN was founded in 2004 as a 50/50 joint venture between Massachusetts Mutual Life Insurance Company (“MassMutual”), a global, diversified life insurance and financial services organization, and Jefferies, a leader in global investment banking. JFIN is a commercial finance company that primarily arranges, manages, and invests in senior secured loans to corporate borrowers, with approximately $23BN of investable capital. JCP is the investment management division of the Firm and invests primarily across three private credit strategies: Large Cap direct lending, Middle Market direct lending, and private credit CLOs. JCP provides investors with access to its investment opportunities through various products including commingled funds, business development companies (“BDC”), separately managed accounts, and securitized products.
Investor Operations - Position Overview:
We are seeking a motivated experienced Associate to support investor operations primarily for our BDC, and other products as needed. This is a newly created role given the growth and expected momentum of the firm and the BDC. The candidate will focus on supporting and managing the onboarding of investors, and will require coordination with advisors, custodians, administrator, transfer agent, treasury and distribution platforms. While this is an operational-focused role, we are seeking a candidate who is comfortable communicating often with advisors and other JCP teams. This role will liaise closely with the Finance, Business Development, and Legal and Compliance teams. Primary duties and responsibilities include but are not limited to:
Job Description:
Assist in the operational aspects of onboarding investors to the BDC and other products, including subscription document coordination and AML review with the administrator, transfer agent and with distribution platforms
Provide real-time updates to advisors, finance, and business development teams during the onboarding process
Track incoming wires from investors against completed subscription agreements
Handle any operational inquiries and questions from advisors and investors during onboarding and throughout the investment hold period
Identify, develop and document operational procedures for ongoing fund maintenance both internally and with distribution platforms
Develop strong understanding of distribution partners' operational platforms
Assist in ongoing ad hoc projects to support the BDC and its expansion with the Business Development team
The successful candidate must have:
Bachelor's Degree
4-6 years of financial industry experience; BDC or open-ended fund experience is preferred but not required
Understanding of financial advisor and distribution platforms
Experience with onboarding investors and understanding of subscription document package is preferred
Fluency with Microsoft Office applications (including Excel, Word and PowerPoint)
Strong verbal and written communication skills
Ability to identify and summarize issues and recommendations
Flexibility to work towards demanding deadlines and high priority deliverables outside of standard business hours
Must be self-started; able to work independently and also with other teams
Unquestionable integrity and work ethic
Primary Location Full Time Salary Range of $120,000 - $130,000.
Auto-ApplyOperational Risk Associate
Denver, CO jobs
Why work for us? A career at Janus Henderson is more than a job, it's about investing in a brighter future together. Our Mission at Janus Henderson is to help clients define and achieve superior financial outcomes through differentiated insights, disciplined investments, and world-class service. We will do this by protecting and growing our core business, amplifying our strengths and diversifying where we have the right.
Our Values are key to driving our success, and are at the heart of everything we do:
Clients Come First - Always | Execution Supersedes Intention | Together We Win | Diversity Improves Results | Truth Builds Trust
If our mission, values, and purpose align with your own, we would love to hear from you!
Your opportunity
* Be a key member in overseeing and implementing the Janus Henderson Operational Risk Methodology.
* Independently analyze risk data, develop insights, and prepare management information (MI) and reports for Operational Risk and Business leadership.
* Contribute to the documentation and development of Board Reporting, including risk assessment across the firm and Key Risk Indicators (KRI).
* Collaborate with control and risk owners to ensure robust Risk and Control Self-Assessments (RCSAs) and effective documentation within our Governance, Risk & Control (GRC) system.
* Document issues identified through RCSAs, including lessons learned and findings from Assurance functions, external auditors, and regulators.
* Support the oversight of the risk events process, including challenging first-line business functions.
* Ensure completeness and accuracy of remediation actions in the GRC system.
* Monitor mitigating actions for growing risk exposures or breaches of risk appetite statements.
* Lead in-depth reviews, control assurance, and testing activities as needed.
* Assist with the delivery of projects and ongoing risk training initiatives.
* Perform additional duties as assigned.
What to expect when you join our firm
* Hybrid working and reasonable accommodations
* Generous Holiday policies
* Paid volunteer time to step away from your desk and into the community
* Support to grow through professional development courses, tuition/qualification reimbursement and more
* Maternal/paternal leave benefits and family services
* Complimentary subscription to Headspace - the mindfulness app
* Discounted membership to ClassPass and other health and well-being benefits
* Unique employee events and programs including a 14er challenge
* Complimentary beverages, snacks and all employee Happy Hours
Must have skills
* Bachelor's degree in Business, Finance, Risk Management, or related field.
* At least 2.5 years of experience in financial services or consulting, with a preference for asset management and/or risk management experience.
* Solid understanding of risk management principles, policies, and methodologies.
* Ability to solve problems creatively, think critically, and manage multiple tasks with high accuracy in a dynamic environment.
* Excellent communication and presentation skills, capable of engaging both technical and non-technical stakeholders.
* High level of proficiency in MS Office Suite and strong organizational skills.
* Self-motivation, adaptability, and a strong sense of team commitment and accountability.
* Professional qualifications (e.g., Securities Industry Essentials (SIE)) are preferred.
Nice to have skills
* Experience developing, communicating and training risk management policies and procedures
* Experience with data visualization tools such as Power BI, Tableau, or similar platforms
* Presentation, storytelling, communication, and stakeholder management skills to bring complex data problems and visuals to life
* Risk Management Certification (IRM, PRM, etc.)
Supervisory responsibilities
* No
Potential for growth
* Mentoring
* Leadership development programs
* Regular training
* Career development services
* Continuing education courses
Compensation information
The base salary range for this position is $75,000-$80,000. This range is estimated for this role. Actual pay may be different. This position will be open through the end of December 2025.
Colorado law requires an estimated closing date for job postings. Please don't be discouraged from applying if you see this date has passed.
At Janus Henderson Investors we're committed to an inclusive and supportive environment. We believe diversity improves results and we welcome applications from candidates from all backgrounds. Don't worry if you don't think you tick every box, we still want to hear from you! We understand everyone has different commitments and while we can't accommodate every flexible working request, we're happy to be asked about work flexibility and our hybrid working environment. If you need any reasonable accommodations during our recruitment process, please get in touch and let us know at ****************************.
#LI-CH2 #LI-Hybrid
Annual Bonus Opportunity: Position is eligible to receive an annual discretionary bonus award from the profit pool. The profit pool is funded based on Company profits. Individual bonuses are determined based on Company, department, team and individual performance.
Benefits: Janus Henderson is committed to offering a comprehensive total rewards package to eligible employees that includes; competitive compensation, pension/retirement plans, and various health, wellbeing and lifestyle benefits. To learn more about our offerings please visit the Why Join Us section on the career page here.
Janus Henderson Investors is an equal opportunity / Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status.
Janus Henderson (including its subsidiaries) will not maintain existing or sponsor new industry registrations or licenses where not supported by an employee's job functions (as determined by Janus Henderson at its sole discretion).
You should be willing to adhere to the provisions of our Investment Advisory Code of Ethics related to personal securities activities and other disclosure and certification requirements, including past political contributions and political activities. Applicants' past political contributions or activity may impact applicants' eligibility for this position.
You will be expected to understand the regulatory obligations of the firm, and abide by the regulated entity requirements and JHI policies applicable for your role.
Nearest Major Market: Denver
Operational Risk Associate
Denver, CO jobs
Why work for us? A career at Janus Henderson is more than a job, it's about investing in a brighter future together . Our Mission at Janus Henderson is to help clients define and achieve superior financial outcomes through differentiated insights, disciplined investments, and world-class service. We will do this by protecting and growing our core business, amplifying our strengths and diversifying where we have the right.
Our Values are key to driving our success, and are at the heart of everything we do:
Clients Come First - Always | Execution Supersedes Intention | Together We Win | Diversity Improves Results | Truth Builds Trust
If our mission, values, and purpose align with your own, we would love to hear from you!
Your opportunity
+ Be a key member in overseeing and implementing the Janus Henderson Operational Risk Methodology.
+ Independently analyze risk data, develop insights, and prepare management information (MI) and reports for Operational Risk and Business leadership.
+ Contribute to the documentation and development of Board Reporting, including risk assessment across the firm and Key Risk Indicators (KRI).
+ Collaborate with control and risk owners to ensure robust Risk and Control Self-Assessments (RCSAs) and effective documentation within our Governance, Risk & Control (GRC) system.
+ Document issues identified through RCSAs, including lessons learned and findings from Assurance functions, external auditors, and regulators.
+ Support the oversight of the risk events process, including challenging first-line business functions.
+ Ensure completeness and accuracy of remediation actions in the GRC system.
+ Monitor mitigating actions for growing risk exposures or breaches of risk appetite statements.
+ Lead in-depth reviews, control assurance, and testing activities as needed.
+ Assist with the delivery of projects and ongoing risk training initiatives.
+ Perform additional duties as assigned.
What to expect when you join our firm
+ Hybrid working and reasonable accommodations
+ Generous Holiday policies
+ Paid volunteer time to step away from your desk and into the community
+ Support to grow through professional development courses, tuition/qualification reimbursement and more
+ Maternal/paternal leave benefits and family services
+ Complimentary subscription to Headspace - the mindfulness app
+ Discounted membership to ClassPass and other health and well-being benefits
+ Unique employee events and programs including a 14er challenge
+ Complimentary beverages, snacks and all employee Happy Hours
Must have skills
+ Bachelor's degree in Business, Finance, Risk Management, or related field.
+ At least 2.5 years of experience in financial services or consulting, with a preference for asset management and/or risk management experience.
+ Solid understanding of risk management principles, policies, and methodologies.
+ Ability to solve problems creatively, think critically, and manage multiple tasks with high accuracy in a dynamic environment.
+ Excellent communication and presentation skills, capable of engaging both technical and non-technical stakeholders.
+ High level of proficiency in MS Office Suite and strong organizational skills.
+ Self-motivation, adaptability, and a strong sense of team commitment and accountability.
+ Professional qualifications (e.g., Securities Industry Essentials (SIE)) are preferred.
Nice to have skills
+ Experience developing, communicating and training risk management policies and procedures
+ Experience with data visualization tools such as Power BI, Tableau, or similar platforms
+ Presentation, storytelling, communication, and stakeholder management skills to bring complex data problems and visuals to life
+ Risk Management Certification (IRM, PRM, etc.)
Supervisory responsibilities
+ No
Potential for growth
+ Mentoring
+ Leadership development programs
+ Regular training
+ Career development services
+ Continuing education courses
Compensation information
The base salary range for this position is $75,000-$80,000. This range is estimated for this role. Actual pay may be different. This position will be open through the end of December 2025.
Colorado law requires an estimated closing date for job postings. Please don't be discouraged from applying if you see this date has passed.
At Janus Henderson Investors we're committed to an inclusive and supportive environment. We believe diversity improves results and we welcome applications from candidates from all backgrounds. Don't worry if you don't think you tick every box, we still want to hear from you! We understand everyone has different commitments and while we can't accommodate every flexible working request, we're happy to be asked about work flexibility and our hybrid working environment. If you need any reasonable accommodations during our recruitment process, please get in touch and let us know at **************************** .
#LI-CH2 #LI-Hybrid
Annual Bonus Opportunity: Position is eligible to receive an annual discretionary bonus award from the profit pool. The profit pool is funded based on Company profits. Individual bonuses are determined based on Company, department, team and individual performance.
Benefits: Janus Henderson is committed to offering a comprehensive total rewards package to eligible employees that includes; competitive compensation, pension/retirement plans, and various health, wellbeing and lifestyle benefits. To learn more about our offerings please visit the Why Join Us section on the career page here (**************************************** .
Janus Henderson Investors is an equal opportunity / Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status.
Janus Henderson (including its subsidiaries) will not maintain existing or sponsor new industry registrations or licenses where not supported by an employee's job functions (as determined by Janus Henderson at its sole discretion).
You should be willing to adhere to the provisions of our Investment Advisory Code of Ethics related to personal securities activities and other disclosure and certification requirements, including past political contributions and political activities. Applicants' past political contributions or activity may impact applicants' eligibility for this position.
You will be expected to understand the regulatory obligations of the firm, and abide by the regulated entity requirements and JHI policies applicable for your role.
Marketing Operations Associate
New York, NY jobs
Titan is an award-winning wealth manager with a mission to increase our generation's compound growth rate. We plan to do this by putting a human wealth advisor in every pocket. Historically, wealth managers have been accessible to only the ultra-wealthy. With Titan, they're available to everyone. We harness frontier technologies like artificial intelligence to build a platform that gives advisors superpowers, enabling them to serve clients they historically never could. Backed by a16z, General Catalyst, Sam Altman, and many others, we manage over $1 billion in assets for clients across the country.
Why Join Titan
For the right person, we believe Titan will be one of the most rewarding jobs they ever have.
Ambitious Vision: When we put private wealth management in every pocket, we'll make a legacy-defining impact in growing our generation's wealth to new heights.
Critical Why Now: The advent of LLMs unlocks our vision to democratize personalized wealth management for everyone. This drives our urgency every day.
Disproportionate Impact: We're still at the beginning of our journey with a small team, which means your impact at Titan will disproportionately matter.
Vibrant In-Person Culture: We thrive on being a high-touch team, working together in the trenches in person (you'll see our founders in office every day).
Compensation: Titan offers competitive cash compensation and well-above-market equity packages because we want every team member to be an owner.
World-Class Investors: We're backed by top investors who share our bold vision, including a16z, General Catalyst, Y Combinator, and Sam Altman.
Role Overview
As a Marketing Operations Associate at Titan, you'll be the executional backbone of our marketing team - turning strategic direction into live, measurable campaigns from setup to post-launch.
You'll work directly with our Head of Growth to build, launch, and maintain initiatives across paid, SEO, lifecycle, and content channels.
This role is for someone who thrives in the details: you love getting things out the door, keeping systems clean, and wearing different marketing hats.
What You'll Do:
Campaign Execution & Coordination: Executing on launching campaigns across paid, and organic channels (Google, Meta, TikTok…), managing timelines, creative assets.
Lifecycle & CRM Support: Implement lifecycle campaigns in Braze or HubSpot based on defined logic and triggers, and support audience segmentation, tagging, and data hygiene.
Support SEO & GEO strategy: Keyword optimizations, linking hygiene, backlinking, and affiliate strategy execution.
Support Growth Tactics: you'll help evaluate, and execute on creative, measurable and impactful growth tactics for the business - including developing sales funnels and generating high quality leads.
Campaign metrics and build lightweight reports (from HubSpot, Braze, or GA4) to track conversions, engagement, funnel health, and draw actionable insights from.
Qualifications:
Minimum 2 years + experience in advertising, marketing, or Fintech.
Experience in CRM or lifecycle a bonus - Braze, klaviyo, iterable, or similar
Experience working with paid channels (Paid social, SEM etc)
Proficiency in marketing tools such as HubSpot, Braze, n8n, or similar.
Proficiency in building reporting dashboards in Google Sheets or similar.
Experience launching and maintaining campaigns across paid, email, or social channels.
Degree in Marketing, Communications, PR, Advertising. Experience with Finance a bonus.
Auto-ApplyInvestment Operations Associate
San Diego, CA jobs
GENERAL RESPONSIBILITIES
The Investment Operations Associate works with financial representatives (FRs) to deliver financial security to their clients through a comprehensive planning process that integrates risk and investment products. Associates help financial representatives increase productivity by providing planning and investment support.
Specific duties include but are not limited to:
Representative Training and Development
Promotes, utilizes, and reinforces Northwestern Mutual planning culture, process, and tools.
Provide training and knowledge transfer on Investment concepts, suitability, and product resources tools and procedures.
Monitors and reinforces representative adherence with network office's business guidelines.
Meet with representative to discuss proposal, analysis, method, opinion and discuss all assumptions.
Identify potential opportunities and constraints and assess information to formulate strategies.
Craft financial security solution(s) accurately and in the best interest of clients.
Share recommendations with representatives and coach to the delivery of a successful client presentation.
Identify and inform representatives of tax consequences, costs, and applicable breakpoint information (e.g. sales charges, surrender charges, account transfer fees).
Proposal and Case Preparation
Prepare Personal Planning Analysis.
Prepare Envestnet proposal for Advisory clients.
Prepare Morningstar Analysis.
Recommend fund portfolio options.
Gather information for registered representative's meeting with client/prospect (e.g. prospectuses, annual reports, and Morningstar reports).
Account Services and Support
Prepare all materials for all quarterly and annual reviews: investment summary, consolidated investment reports.
Organize, manage, and coordinate back-office investment account services and support.
Thoroughly document case notes, thought process, and analysis, and assumptions.
General account servicing as directed by representative.
Provide NMIS Operations backup support, as needed.
QUALIFICATIONS
Strong analytical, problem solving, and written and verbal communication skills, with the ability to work well with others.
Strong organizational and time management skills with the ability to set priorities and meet deadlines.
Strong attention to detail, accuracy, and reliability with the ability to thrive in a fast-paced environment.
Proficient knowledge in Microsoft Office (Outlook, Word, Excel, PowerPoint) with ability to learn various software programs quickly.
2-5 years of financial services experience preferred.
Experience in utilizing a planning process or methodology preferred.
Experience with both brokerage and advisory platforms preferred.
Bachelor's Degree in business, finance and/or equivalent work experience preferred.
Life, Accident & Health insurance licenses to be obtained within the first 3-6 months of employment.
Series 63 and either Series 6 or Series 7 to be obtained within the first 6 months of employment.
COMPENSATION & BENEFITS
Competitive Compensation: Base salary of $60-70k with comprehensive benefits package that includes PTO, 401(k) with employer match, subsidized health insurance premiums, and life and disability insurance coverage.
Career Development: Opportunities for continuous learning and growth with access to professional development resources and clear career pathways.
Supportive Team Environment: Join a collaborative and motivated team committed to your success and career satisfaction.
Networking Opportunities: Build connections within the financial services industry and local community through various events and initiatives.
Impactful Work: Play a pivotal role in shaping the careers of students and future financial professionals.
Recognition & Rewards: Celebrate achievements and milestones with a range of recognition programs and incentives.
EQUAL OPPORTUNITY EMPLOYER
Northwestern Mutual believes that every individual makes a significant contribution to our success and recognizes the diversity and worth of all individuals and groups. It is the policy of Northwestern Mutual that there will be no discrimination or harassment of individuals or groups based on race, color, religion, gender, sexual orientation, gender identity, gender expression, national origin, marital status, age, veteran status, genetic information or disability in any activities, or employment.
Associate, Tax Operations
El Segundo, CA jobs
Job Summary: The Associate, Tax Operations provides critical administrative and operational support to the tax team. This role ensures smooth processing and tracking of tax deliverables within the full engagement cycle, invoicing, and electronic filing, with a strong focus on coordination, accuracy, and client service.
Essential Duties and Responsibilities:
Gather tax documents, assemble deliverables, and maintain portals and electronic filing records.
Communicate with clients and assist with deliverables.
Process e-filings, manage rejections, and maintain audit documentation.
Coordinate estimated tax payments, confirm completion, and maintain payment records as assigned.
Draft invoices, track accounts receivable, and manage data in XCM.
Track return flow, support backlog monitoring, and manage task status in XCM and CCH Axcess.
Complete administrative tasks including client database management, file management, document management, and internal meeting coordination. Tasks include engagement letters, tax organizers, tax mailings, and similar.
Required Education and Experience:
Proficiency with Microsoft Office (Word, Excel, Outlook).
Familiarity with basic document handling, workflow coordination, or client service.
High school diploma or equivalent.
Preferred Education and Experience:
1+ years of experience in administrative, tax, or financial operations.
Bachelor's degree in Accounting, Finance, Business, or a related field.
Experience with tax workflow systems (XCM, CCH Axcess, Box, ShareFile).
Experience supporting tax professionals or working in a financial services environment.
Skills:
Meticulous attention to detail and data accuracy; owns quality of work.
Manages time and deadlines independently; requires minimal oversight.
Clear, professional communicator-written and verbal; proactively seeks and shares information.
Customer-focused, maintains confidentiality, and follows through reliably.
Works collaboratively with others while maintaining accountability for individual responsibilities and results.
Learns new technology quickly and adapts to changing systems and workflows.
Auto-ApplySecuritized Products Professional
New York, NY jobs
Prospect Capital
Founded in 1988, Prospect Capital is an alternative asset management firm with $11.9B of assets under management, and pursues multiple strategies in the US, including direct lending, private equity, real estate private equity and structured credit. Prospect has permanent capital and utilizes a long-term, value-oriented approach that employs fundamental bottoms-up research to identify investments that offer attractive risk and reward.
With offices in New York City, Connecticut, and Florida, the firm is comprised of 100+ experienced professionals who value entrepreneurship, intellectual rigor, hard work and continuous improvement.
The Position
Join the existing securitized products team to assist in sourcing, analyzing, and modeling new investment opportunities in both the primary and secondary markets in predominantly CLOs and ABS.
Perform relative value analyses that will drive investment decisions across the structured credit spectrum.
Assist in the portfolio management of the existing CLO portfolios totaling approximately $1.5B, including analyzing refinancings, resets, and redemptions.
Analyze and evaluate investments across CLO debt and equity and various ABS asset classes
Track and interpret market trends, regulatory developments, and macroeconomic factors affecting CLOs, ABS, and ABS collateral
Develop and refine financial models to project securitized product cash flows, stress scenarios, and expected returns.
Desired Skills and Experience
Prior experience working with CLOs and/or ABS, including direct investing, trading, or research experience.
Sound understanding of the fundamental, legal, structural, and technical aspects of CLOs and ABS.
Demonstrated track record of excellence in academic, professional, and personal endeavors.
Strong modeling skills including in-depth knowledge of Intex and Excel is required.
Familiarity with Bloomberg, Intex, Moody's, and other structured credit analytics platforms.
Highly detail-oriented with strong analytical and problem-solving skills to assess complex structured credit investments.
Ability to work effectively under pressure in a fast-paced, dynamic investment environment.
Collaborative team player, able to work across investment, research, and risk management teams.
Strong organizational skills, with the ability to manage multiple priorities and deadlines simultaneously.
The anticipated annual base salary range for this position is $100,000 - $300,000 plus an annual discretionary performance-based bonus. Actual pay may be adjusted based on experience and performance.
In addition to the base salary, the hired professional is eligible for comprehensive benefits, including 100% employer-paid premiums for medical, dental, vision insurance, life insurance, and AD&D. You'll also have access to pretax benefit accounts, including FSA, HSA, and Commuter accounts. Our perks go beyond the basics with a mentorship program, daily in-office paid breakfast and lunch, company-sponsored ski and sailing trips, and regular happy hours. Details of participation in these benefit plans will be provided if an employee receives an offer of employment.
Investments Customer Operations Associate II
San Antonio, TX jobs
It's about being real when people need you.
Are you someone that loves to lend a hand to others and does so with a kind, approachable attitude? Are you passionate about finding solutions to problems and enjoy the freedom of making those decisions? Do you genuinely enjoy helping people and want to be a part of making their day better? If so, being an Investments Customer Operations Associate II might be the role for you!
At Frost, it's about more than a job. It's about having a flourishing career where you can thrive, both in and out of work. At Frost, we're committed to fostering an environment that reflects our values and encourages team members to be the best they can be. In joining our adaptable, integrity-driven team, you'll become part of Frost's over 150-year legacy of providing unparalleled banking services.
Who you are:
As an Investments Customer Operations Associate II,
you
are our customers' first line of support in addressing their investments needs. In this role, you will respond to customer inquiries via phone, email, and chat in a timely and professional manner to ensure a positive customer experience. You will use your effective communication skills and analytical mindset identify, troubleshoot, and resolve customer issues. Our customer's love talking to real people located here in Texas and you will be a key asset in helping them with the assistance they need. You welcome a challenge and want to ensure every experience is next level.
What you'll do:
Respond to customer inquiries via phone, email, and chat in a timely and professional manner
Troubleshoot and resolve complex customer issues, escalating as necessary to higher-level team members or managers
Maintain accurate and up-to-date records of customer interactions and transactions
Provide support and guidance to customers on the use of our products and services
Identify and report any trends or patterns in customer complaints or issues to management
Continuously strive to improve customer satisfaction and retention
Mentor and train junior customer service representatives
Collaborate with cross-functional teams to improve customer experience and internal processes
Develop and implement customer service best practices and procedures
Always take action using Integrity, Caring and Excellence to achieve all-win outcomes
What you'll need:
High school diploma or equivalent
2+ years of experience in customer service or support role
Excellent written and verbal communication skills
Proficiency in Microsoft computer applications
Series 7 and 63 Licenses
Our Benefits:
At Frost, we care about your health, your family, and your future and strive to have our benefits reflect that. This includes:
Medical, dental, vision, long-term disability, and life insurance
401(k) matching
Generous holiday and paid time off schedule
Tuition reimbursement
Extensive health and wellness programs, including our Employee Assistance Program
Referral bonus program + more!
Since 1868, Frost has dedicated their expertise to provide exceptional banking, investment, and insurance services to businesses and individuals throughout Texas. Frost is one of the 50 largest U.S. banks by asset size and is a leader in banking customer satisfaction. At Frost, it's about being part of something bigger. If this sounds like you, we encourage you to apply and see what's possible at Frost.
Auto-ApplyProduct Operation Strategist-Senior Associate
Plano, TX jobs
Harness your technical and strategic expertise to shape innovative client solutions and bridge product capabilities with real-world challenges! Join our team of strategists, and help us provide data-informed strategies, design experiments, engage in product design, conduct exploratory analysis, and support driving prioritized organization change implementation.
As a Product Operations Strategist on the Product & Experience Analytics Team, your role will be a mix of consulting (problem solving, thought leadership, client management), project management (building plans, stakeholder communication), user-centric product design (user research, experience, tech and business architecture design), and analysis. This role presents you with an opportunity to apply a range of skills to a broad range of challenges, learn about financial services lines of business and products (e.g., credit cards, home loans), and apply knowledge of innovative technologies and methods (e.g. design thinking, generative AI, Intelligent Automation). Ultimately, you will help develop and execute actionable data science and analytical solutions in a consulting-style environment to drive efficiency across the product development life cycle at Chase.
**Job Responsibilities**
+ Serve as a consultant aiming to solve business problems that drive qualitative and quantitative business value
+ Conduct research to inform strategic proposals for inclusion in internal-facing products designed to drive productivity and efficiency across all employees engaged in building and maintaining the 107 software products at Chase.
+ Design and execute implementation plans across prioritized initiatives ranging from product enhancements to experiments across job family personas.
+ Manage relationships with senior leaders including supporting presentations to CFO, CTO, and CPO.
+ Leverage design thinking practices to develop strategic, end-to-end, scalable solutions; coach others to inject the same practices into their work.
+ Synthesize analytical findings for consumption by internal analytical clients and senior executives.
+ Establish and manage relationships with internal clients and partners.
+ Identify new project opportunities helping to grow our business pipeline for respective books of work.
+ Maintain a rigorous controls environment to ensure accurate and timely results.
**Required Qualifications, Capabilities, and Skills:**
+ 3+ years of industry experience in consulting, solution design, or business analytics roles (e.g., marketing analytics, sales analytics, business insights)
+ Experience with data analytics and/or visualization techniques (e.g. SQL, Python, Tableau, Alteryx), as well as big data technologies (e.g. Hadoop, Cassandra, AWS)
+ Excellent communication, with an ability to convey the strategic vision in a digestible manner for varying technical and senior audiences
+ Experience with design thinking practices and tools (e.g., Lucid, Figma, customer journey mapping) and product management principles (e.g., Agile)
+ Consulting orientation with ability to influence and effectively lead cross-functional teams
+ Self-starter with out-of-the box problem solving skills and a drive to bring new ideas to life
+ Experience and knowledge of data science and analytical methodologies and approaches, and familiarity with various artificial intelligence functionalities
+ Undergraduate degree in a quantitative discipline
**Preferred Qualifications, Capabilities, and Skills:**
+ 3+ years of experience at a consulting firm, in tech, or financial services/banking industry
+ Understanding of the financial services or retail banking industry
This role is not eligible for visa sponsorship or relocation assistance
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
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.
Equal Opportunity Employer/Disability/Veterans
**Base Pay/Salary**
Chicago,IL $95,000.00 - $150,000.00 / year
Senior Product Operations Associate
New York, NY jobs
JobID: 210680871 JobSchedule: Full time JobShift: Base Pay/Salary: New York,NY $91,200.00-$140,000.00 The Card Installments team is dedicated to meeting the borrowing and financing needs of our customers through installment lending solutions. Embrace the challenge of adapting to shifting priorities and resources while contributing to a dynamic team and applying your expertise, strategic thinking skills, and operational excellence across products.
As a Senior Product Operations Associate in Card Installments General Management team, you will contribute to the success of our installment lending products by partnering with the Product, Engineering and Controls teams to ensure and monitor product performance, support process documentation and audit readiness. You will collaborate with cross functional teams to optimize all operational processes. Your attention to detail and analytical skills will be essential in identifying areas for improvement and driving operational excellence.
Job responsibilities
* Monitor, validate and remediate daily exceptions for all Card Installments products, ensuring SLA adherence from Ops partners and engaging remediation teams as needed
* Monitor product performance and report on key operational metrics to identify trends and areas for improvement
* Serve as GM central point of contact for Data & Analytics and Product Managers; lead executive escalations, including research, partner engagement, and share root cause analysis and incident activity with relevant stakeholders
* Coordinate issue management by opening, tracking, and resolving issue from end-to-end
* Track issues and trends, sharing comprehensive information with product and partner teams to inform solutions
* Collaborate with cross-functional teams to implement process enhancements and hold partners accountable for execution
* Provide guidance regarding Card Installments procedural, technical and operational changes requiring standing up a new control process; support the design, documentation, implementation and monitoring of new products and services (process mapping, procedures, contractual obligation with external partners)
Required qualifications, capabilities, and skills
* 4+ years of professional experience
* Ability to write and debug SQL queries and work with large, structured/unstructured dataset (Snowflake/ICDW/Teradata)
* Understanding of basic tech software functionalities (API, logs, JIRA)
* Proven track record of managing production and operational issues
* Strong organizational skills and effective verbal and written communication skills
* Self-motivated individual demonstrating initiative, flexibility, and reliability while working with moderate supervision
* Controls-focused mindset
Preferred qualifications, capabilities, and skills
* 1+ year data analyst experience
* Experience with C3 green screens, Admin Tool, and/or ServiceNow
* Experience supporting product development
* LLM suite knowledge
* Knowledge of Chase organization, processes, systems
Auto-ApplySenior Product Operations Associate
New York, NY jobs
The Card Installments team is dedicated to meeting the borrowing and financing needs of our customers through installment lending solutions. Embrace the challenge of adapting to shifting priorities and resources while contributing to a dynamic team and applying your expertise, strategic thinking skills, and operational excellence across products.
As a Senior Product Operations Associate in Card Installments General Management team, you will contribute to the success of our installment lending products by partnering with the Product, Engineering and Controls teams to ensure and monitor product performance, support process documentation and audit readiness. You will collaborate with cross functional teams to optimize all operational processes. Your attention to detail and analytical skills will be essential in identifying areas for improvement and driving operational excellence.
**Job responsibilities**
+ Monitor, validate and remediate daily exceptions for all Card Installments products, ensuring SLA adherence from Ops partners and engaging remediation teams as needed
+ Monitor product performance and report on key operational metrics to identify trends and areas for improvement
+ Serve as GM central point of contact for Data & Analytics and Product Managers; lead executive escalations, including research, partner engagement, and share root cause analysis and incident activity with relevant stakeholders
+ Coordinate issue management by opening, tracking, and resolving issue from end-to-end
+ Track issues and trends, sharing comprehensive information with product and partner teams to inform solutions
+ Collaborate with cross-functional teams to implement process enhancements and hold partners accountable for execution
+ Provide guidance regarding Card Installments procedural, technical and operational changes requiring standing up a new control process; support the design, documentation, implementation and monitoring of new products and services (process mapping, procedures, contractual obligation with external partners)
**Required qualifications, capabilities, and skills**
+ 4+ years of professional experience
+ Ability to write and debug SQL queries and work with large, structured/unstructured dataset (Snowflake/ICDW/Teradata)
+ Understanding of basic tech software functionalities (API, logs, JIRA)
+ Proven track record of managing production and operational issues
+ Strong organizational skills and effective verbal and written communication skills
+ Self-motivated individual demonstrating initiative, flexibility, and reliability while working with moderate supervision
+ Controls-focused mindset
**Preferred qualifications, capabilities, and skills**
+ 1+ year data analyst experience
+ Experience with C3 green screens, Admin Tool, and/or ServiceNow
+ Experience supporting product development
+ LLM suite knowledge
+ Knowledge of Chase organization, processes, systems
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
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.
Equal Opportunity Employer/Disability/Veterans
**Base Pay/Salary**
New York,NY $91,200.00 - $140,000.00 / year
Senior Product Operations Associate
New York, NY jobs
The Card Installments team is dedicated to meeting the borrowing and financing needs of our customers through installment lending solutions. Embrace the challenge of adapting to shifting priorities and resources while contributing to a dynamic team and applying your expertise, strategic thinking skills, and operational excellence across products.
As a Senior Product Operations Associate in Card Installments General Management team, you will contribute to the success of our installment lending products by partnering with the Product, Engineering and Controls teams to ensure and monitor product performance, support process documentation and audit readiness. You will collaborate with cross functional teams to optimize all operational processes. Your attention to detail and analytical skills will be essential in identifying areas for improvement and driving operational excellence.
Job responsibilities
Monitor, validate and remediate daily exceptions for all Card Installments products, ensuring SLA adherence from Ops partners and engaging remediation teams as needed
Monitor product performance and report on key operational metrics to identify trends and areas for improvement
Serve as GM central point of contact for Data & Analytics and Product Managers; lead executive escalations, including research, partner engagement, and share root cause analysis and incident activity with relevant stakeholders
Coordinate issue management by opening, tracking, and resolving issue from end-to-end
Track issues and trends, sharing comprehensive information with product and partner teams to inform solutions
Collaborate with cross-functional teams to implement process enhancements and hold partners accountable for execution
Provide guidance regarding Card Installments procedural, technical and operational changes requiring standing up a new control process; support the design, documentation, implementation and monitoring of new products and services (process mapping, procedures, contractual obligation with external partners)
Required qualifications, capabilities, and skills
4+ years of professional experience
Ability to write and debug SQL queries and work with large, structured/unstructured dataset (Snowflake/ICDW/Teradata)
Understanding of basic tech software functionalities (API, logs, JIRA)
Proven track record of managing production and operational issues
Strong organizational skills and effective verbal and written communication skills
Self-motivated individual demonstrating initiative, flexibility, and reliability while working with moderate supervision
Controls-focused mindset
Preferred qualifications, capabilities, and skills
1+ year data analyst experience
Experience with C3 green screens, Admin Tool, and/or ServiceNow
Experience supporting product development
LLM suite knowledge
Knowledge of Chase organization, processes, systems
Auto-ApplyProduct Operation Strategist-Senior Associate
Plano, TX jobs
Harness your technical and strategic expertise to shape innovative client solutions and bridge product capabilities with real-world challenges! Join our team of strategists, and help us provide data-informed strategies, design experiments, engage in product design, conduct exploratory analysis, and support driving prioritized organization change implementation.
As a Product Operations Strategist on the Product & Experience Analytics Team, your role will be a mix of consulting (problem solving, thought leadership, client management), project management (building plans, stakeholder communication), user-centric product design (user research, experience, tech and business architecture design), and analysis. This role presents you with an opportunity to apply a range of skills to a broad range of challenges, learn about financial services lines of business and products (e.g., credit cards, home loans), and apply knowledge of innovative technologies and methods (e.g. design thinking, generative AI, Intelligent Automation). Ultimately, you will help develop and execute actionable data science and analytical solutions in a consulting-style environment to drive efficiency across the product development life cycle at Chase.
Job Responsibilities
Serve as a consultant aiming to solve business problems that drive qualitative and quantitative business value
Conduct research to inform strategic proposals for inclusion in internal-facing products designed to drive productivity and efficiency across all employees engaged in building and maintaining the 107 software products at Chase.
Design and execute implementation plans across prioritized initiatives ranging from product enhancements to experiments across job family personas.
Manage relationships with senior leaders including supporting presentations to CFO, CTO, and CPO.
Leverage design thinking practices to develop strategic, end-to-end, scalable solutions; coach others to inject the same practices into their work.
Synthesize analytical findings for consumption by internal analytical clients and senior executives.
Establish and manage relationships with internal clients and partners.
Identify new project opportunities helping to grow our business pipeline for respective books of work.
Maintain a rigorous controls environment to ensure accurate and timely results.
Required Qualifications, Capabilities, and Skills:
3+ years of industry experience in consulting, solution design, or business analytics roles (e.g., marketing analytics, sales analytics, business insights)
Experience with data analytics and/or visualization techniques (e.g. SQL, Python, Tableau, Alteryx), as well as big data technologies (e.g. Hadoop, Cassandra, AWS)
Excellent communication, with an ability to convey the strategic vision in a digestible manner for varying technical and senior audiences
Experience with design thinking practices and tools (e.g., Lucid, Figma, customer journey mapping) and product management principles (e.g., Agile)
Consulting orientation with ability to influence and effectively lead cross-functional teams
Self-starter with out-of-the box problem solving skills and a drive to bring new ideas to life
Experience and knowledge of data science and analytical methodologies and approaches, and familiarity with various artificial intelligence functionalities
Undergraduate degree in a quantitative discipline
Preferred Qualifications, Capabilities, and Skills:
3+ years of experience at a consulting firm, in tech, or financial services/banking industry
Understanding of the financial services or retail banking industry
This role is not eligible for visa sponsorship or relocation assistance
Auto-ApplyProduct Operation Strategist-Senior Associate
Chicago, IL jobs
JobID: 210683812 JobSchedule: Full time JobShift: Base Pay/Salary: Chicago,IL $95,000.00-$150,000.00 Harness your technical and strategic expertise to shape innovative client solutions and bridge product capabilities with real-world challenges! Join our team of strategists, and help us provide data-informed strategies, design experiments, engage in product design, conduct exploratory analysis, and support driving prioritized organization change implementation.
As a Product Operations Strategist on the Product & Experience Analytics Team, your role will be a mix of consulting (problem solving, thought leadership, client management), project management (building plans, stakeholder communication), user-centric product design (user research, experience, tech and business architecture design), and analysis. This role presents you with an opportunity to apply a range of skills to a broad range of challenges, learn about financial services lines of business and products (e.g., credit cards, home loans), and apply knowledge of innovative technologies and methods (e.g. design thinking, generative AI, Intelligent Automation). Ultimately, you will help develop and execute actionable data science and analytical solutions in a consulting-style environment to drive efficiency across the product development life cycle at Chase.
Job Responsibilities
* Serve as a consultant aiming to solve business problems that drive qualitative and quantitative business value
* Conduct research to inform strategic proposals for inclusion in internal-facing products designed to drive productivity and efficiency across all employees engaged in building and maintaining the 107 software products at Chase.
* Design and execute implementation plans across prioritized initiatives ranging from product enhancements to experiments across job family personas.
* Manage relationships with senior leaders including supporting presentations to CFO, CTO, and CPO.
* Leverage design thinking practices to develop strategic, end-to-end, scalable solutions; coach others to inject the same practices into their work.
* Synthesize analytical findings for consumption by internal analytical clients and senior executives.
* Establish and manage relationships with internal clients and partners.
* Identify new project opportunities helping to grow our business pipeline for respective books of work.
* Maintain a rigorous controls environment to ensure accurate and timely results.
Required Qualifications, Capabilities, and Skills:
* 3+ years of industry experience in consulting, solution design, or business analytics roles (e.g., marketing analytics, sales analytics, business insights)
* Experience with data analytics and/or visualization techniques (e.g. SQL, Python, Tableau, Alteryx), as well as big data technologies (e.g. Hadoop, Cassandra, AWS)
* Excellent communication, with an ability to convey the strategic vision in a digestible manner for varying technical and senior audiences
* Experience with design thinking practices and tools (e.g., Lucid, Figma, customer journey mapping) and product management principles (e.g., Agile)
* Consulting orientation with ability to influence and effectively lead cross-functional teams
* Self-starter with out-of-the box problem solving skills and a drive to bring new ideas to life
* Experience and knowledge of data science and analytical methodologies and approaches, and familiarity with various artificial intelligence functionalities
* Undergraduate degree in a quantitative discipline
Preferred Qualifications, Capabilities, and Skills:
* 3+ years of experience at a consulting firm, in tech, or financial services/banking industry
* Understanding of the financial services or retail banking industry
This role is not eligible for visa sponsorship or relocation assistance
Auto-ApplyFinancial Operations Specialist
Spring, TX jobs
Euronet Worldwide, Inc. is a leading electronic payments processor with a global footprint. Our operations encompass various services that facilitate financial transactions for consumers and businesses. We are currently hiring a Finance Operations Specialist.
The Finance Operations Specialist plays a key role in supporting the wider Finance Operations team in delivering timely and reliable payments to external customers, maintaining rigorous control over scheme settlements, and reconciling network cash for multiple networks across the US and LATAM markets. This position is vital to the smooth running of the department and contributes directly to the financial health and operational success of the business. The ideal candidate will exhibit strong analytical skills, attention to detail, and a desire to contribute in a collaborative work environment. You will have the opportunity to work closely with various departments to monitor performance and provide actionable insights.
Key Responsibilities:
Manage daily settlement payments to customers across the United States.
Perform daily transaction and payment reconciliations, investigating and resolving discrepancies promptly.
Complete and validate monthly reconciliations, interrogating data to ensure accuracy.
Reconcile network cash for multiple networks, investigating variances.
Maintain and update the customer bank account database, ensuring data integrity.
Set up new settlement deals and payment terms in the accounting system.
Ensure strict adherence to internal controls and procedures related to customer payments, recommending improvements where appropriate.
Maintain an accurate and up-to-date customer database, resolving any inconsistencies.
Collaborate with other departments to resolve issues and drive process improvements.
Support the development and implementation of new processes and systems.
Assist with ad-hoc analysis and special projects, as needed.
Requirements
Bachelor's degree in Finance, Accounting, or related field.
Minimum 3 years of relevant experience in financial analysis or similar role.
Strong proficiency in Microsoft Excel; experience with financial modeling is a plus.
Familiarity with accounting principles and financial management.
Excellent analytical, quantitative, and problem-solving skills.
Effective communication skills, both written and verbal.
Ability to work independently and manage multiple priorities in a dynamic environment.
Attention to detail and a commitment to accuracy.
Benefits
401(k) Plan
Health/Dental/Vision Insurance
Employee Stock Purchase Plan
Company-paid Life Insurance
Company-paid disability insurance
Tuition Reimbursement
Paid Time Off
Paid Volunteer Days
Paid Holidays
Casual Office Attire
Plus many more employee perks & incentives!
We are an Equal Opportunity Employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, sexual orientation, gender identity, or national origin, age, disability status, genetic information, protected veteran status, or any other characteristic protected by law.
Auto-ApplyFinancial Operations Specialist
Spring, TX jobs
Job Description
Euronet Worldwide, Inc. is a leading electronic payments processor with a global footprint. Our operations encompass various services that facilitate financial transactions for consumers and businesses. We are currently hiring a Finance Operations Specialist.
The Finance Operations Specialist plays a key role in supporting the wider Finance Operations team in delivering timely and reliable payments to external customers, maintaining rigorous control over scheme settlements, and reconciling network cash for multiple networks across the US and LATAM markets. This position is vital to the smooth running of the department and contributes directly to the financial health and operational success of the business. The ideal candidate will exhibit strong analytical skills, attention to detail, and a desire to contribute in a collaborative work environment. You will have the opportunity to work closely with various departments to monitor performance and provide actionable insights.
Key Responsibilities:
Manage daily settlement payments to customers across the United States.
Perform daily transaction and payment reconciliations, investigating and resolving discrepancies promptly.
Complete and validate monthly reconciliations, interrogating data to ensure accuracy.
Reconcile network cash for multiple networks, investigating variances.
Maintain and update the customer bank account database, ensuring data integrity.
Set up new settlement deals and payment terms in the accounting system.
Ensure strict adherence to internal controls and procedures related to customer payments, recommending improvements where appropriate.
Maintain an accurate and up-to-date customer database, resolving any inconsistencies.
Collaborate with other departments to resolve issues and drive process improvements.
Support the development and implementation of new processes and systems.
Assist with ad-hoc analysis and special projects, as needed.
Requirements
Bachelor's degree in Finance, Accounting, or related field.
Minimum 3 years of relevant experience in financial analysis or similar role.
Strong proficiency in Microsoft Excel; experience with financial modeling is a plus.
Familiarity with accounting principles and financial management.
Excellent analytical, quantitative, and problem-solving skills.
Effective communication skills, both written and verbal.
Ability to work independently and manage multiple priorities in a dynamic environment.
Attention to detail and a commitment to accuracy.
Benefits
401(k) Plan
Health/Dental/Vision Insurance
Employee Stock Purchase Plan
Company-paid Life Insurance
Company-paid disability insurance
Tuition Reimbursement
Paid Time Off
Paid Volunteer Days
Paid Holidays
Casual Office Attire
Plus many more employee perks & incentives!
We are an Equal Opportunity Employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, sexual orientation, gender identity, or national origin, age, disability status, genetic information, protected veteran status, or any other characteristic protected by law.
Financial Operations Specialist
Spring, TX jobs
Euronet Worldwide, Inc. is a leading electronic payments processor with a global footprint. Our operations encompass various services that facilitate financial transactions for consumers and businesses. We are currently hiring a Finance Operations Specialist.
The Finance Operations Specialist plays a key role in supporting the wider Finance Operations team in delivering timely and reliable payments to external customers, maintaining rigorous control over scheme settlements, and reconciling network cash for multiple networks across the US and LATAM markets. This position is vital to the smooth running of the department and contributes directly to the financial health and operational success of the business. The ideal candidate will exhibit strong analytical skills, attention to detail, and a desire to contribute in a collaborative work environment. You will have the opportunity to work closely with various departments to monitor performance and provide actionable insights.
Key Responsibilities:
* Manage daily settlement payments to customers across the United States.
* Perform daily transaction and payment reconciliations, investigating and resolving discrepancies promptly.
* Complete and validate monthly reconciliations, interrogating data to ensure accuracy.
* Reconcile network cash for multiple networks, investigating variances.
* Maintain and update the customer bank account database, ensuring data integrity.
* Set up new settlement deals and payment terms in the accounting system.
* Ensure strict adherence to internal controls and procedures related to customer payments, recommending improvements where appropriate.
* Maintain an accurate and up-to-date customer database, resolving any inconsistencies.
* Collaborate with other departments to resolve issues and drive process improvements.
* Support the development and implementation of new processes and systems.
* Assist with ad-hoc analysis and special projects, as needed.