For this position, which is subject to credentials, industry experience, education, training/certifications, and/or geographic differentials, Dimensional reasonably expects to pay a salary range of: $155,000 - $185,000 This role may also be eligible to receive a discretionary bonus.
Notes to applicants:
* Dimensional sees great value from collaborating in our offices and appreciates the benefits of flexibility. Most roles fit our office-first hybrid approach: We are together on our campuses Tuesdays, Wednesdays, and Thursdays and have the choice to work in the office or remotely, depending on what is best for that work day, on Mondays and Fridays. This approach maximizes in-person collaboration and interaction while simultaneously providing flexibility and applies to most roles globally with a few exceptions that require more or less time in the office. Please discuss with your Recruiter to confirm the details for this specific role.
* Resumes and portfolios (when applicable) are required as part of your application. When applying from a mobile device or tablet, you may not be able to attach a resume. If you cannot include an attachment at the time of your application, you will receive a follow up email asking you to attach your resume from a computer.
* Here at Dimensional, we strive to be an inclusive workplace for all. Even if you do not match every qualification listed, if you are interested in who we are, what we do, and why we do it, we suggest and encourage you to apply.
* The use of Artificial Intelligence during interviews and skill testing is prohibited, unless Dimensional Fund Advisors has authorized such use.
* If you require reasonable accommodation in completing this application, interviewing, or otherwise participating in the employee selection process, such accommodation is available upon request.
Job Description:
Please note, for the right candidate with a great network we currently hiring in Austin, Santa Monica or Charlotte.
As we continue to grow, Dimensional Fund Advisors is looking for accomplished sales professionals across all our US offices. Our external sales positions are known as Regional Directors, with responsibility for business development and relationship management of both new and existing clients in a designated distribution channel and territory. Whether you are supporting independent advisors, pension funds, or any other client types, you will be responsible for all sales-related activities as well as organizing the efforts of client service team members to effectively address the needs of your client base.
Please note this role is a great way to express interest in Regional Director positions at Dimensional. You will discuss specific channels at the point you speak with a recruiter depending on role availability and experience
What do we look for in a Regional Director?
We look for individuals with a strong foundational knowledge of investments, capital markets, and asset allocation theory to be able to discuss the sophisticated investment solutions that Dimensional provides. Just as importantly, a Regional Director must have excellent business development skills and a truly client-centric approach. We look to our sales leaders to be company ambassadors that coach, guide, and secure new business while deepening existing relationships. Ultimately, the goal is to help our investment solutions reach as many people as possible. We reward based on sales performance as well as demonstrating strong team orientation and leadership behavior.
Typical expectations of a Regional Director:
* Sales activities and management of clients within a territory.
* Develop new client relationships as well as retain and develop existing relationships.
* Present Dimensional's investment capabilities, investment theory, and performance to individual clients, at company conferences, and industry functions.
* Participate and engage as a team player and offer sales and marketing collateral within the Dimensional team.
* Be a spokesperson and ambassador of the Dimensional brand and investment theory throughout the industry and marketplace.
* Increase revenues, AUM and new clients within the territory through the growth of Dimensional's product suite.
*
Who should apply?
If you are motivated by putting clients' needs first, are passionate about world class investment solutions, and you are driven by a results-oriented mindset, then we would love to hear from you. Ideally, you will align with Dimensional's investment philosophy and be able to articulate its place in the market. You will need to be a self-starter who can demonstrate a track record of building relationships and growing a territory. We value people with entrepreneurial spirit, a desire to continually grow and develop, possess intellectual curiosity, and are confident communicators that show true competitive spirit.
If you are not currently working within asset management it would be great to see a cover letter/profile that tells us about your desire to change industries.
Please note SIE (Securities Industry Essentials), Series 7, and Series 63/66 licenses required; SIE and Series 7 must be obtained within the first 12 weeks of hire as a condition of employment.
#LI-Hybrid
Dimensional offers a variety of programs to help take care of you, your family, and your career, including comprehensive benefits, educational initiatives, and special celebrations of our history, culture, and growth.
It is the policy of the Company to provide equal opportunity for all employees and applicants. The Company recruits, hires, trains, promotes, compensates, and administers all personnel actions without regard to actual or perceived race, color, religion, religious practice, creed, sex, sex stereotyping, pregnancy (which includes pregnancy, childbirth, and medical conditions related to pregnancy, childbirth, or breastfeeding), caregiver status, gender, gender identity, gender expression, transgender identity, national origin, age, mental or physical disability, ancestry, medical condition, marital status, familial status, domestic partnership status, military or veteran status or service, unemployment status, citizenship status or alienage, sexual orientation, status as a victim of domestic violence, status as a victim of stalking, status as a victim of sex offenses, genetic information, political activities or recreational activities, arrest or conviction record, salary history, natural hairstyle or any other status protected by applicable law except as otherwise required or permitted by law or regulation applicable to the Company or its affiliates.
$155k-185k yearly Auto-Apply 60d+ ago
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Legal Assistant
Dimensional Fund Advisors 4.4
Dimensional Fund Advisors job in Austin, TX or remote
Notes to applicants:
Dimensional sees great value from collaborating in our offices and appreciates the benefits of flexibility. Most roles fit our office-first hybrid approach: We are together on our campuses Tuesdays, Wednesdays, and Thursdays and have the choice to work in the office or remotely, depending on what is best for that work day, on Mondays and Fridays. This approach maximizes in-person collaboration and interaction while simultaneously providing flexibility and applies to most roles globally with a few exceptions that require more or less time in the office. Please discuss with your Recruiter to confirm the details for this specific role.
Resumes and portfolios (when applicable) are required as part of your application. When applying from a mobile device or tablet, you may not be able to attach a resume. If you cannot include an attachment at the time of your application, you will receive a follow up email asking you to attach your resume from a computer.
Here at Dimensional, we strive to be an inclusive workplace for all. Even if you do not match every qualification listed, if you are interested in who we are, what we do, and why we do it, we suggest and encourage you to apply.
The use of Artificial Intelligence during interviews and skill testing is prohibited, unless Dimensional Fund Advisors has authorized such use.
If you require reasonable accommodation in completing this application, interviewing, or otherwise participating in the employee selection process, such accommodation is available upon request.
Job Description:
Dimensional's Legal division is an in-house team of client-focused attorneys, paralegals, and legal assistants who partner with internal and external teams to help provide legal expertise across business functions, legal systems, and jurisdictions.
The Legal Assistant will be responsible for providing administrative and clerical support to the General Counsel, who is a member of Dimensional's Executive team, as well as support to the Chief of Staff & Head of Legal Operations.
Responsibilities:
Manage quarterly board meeting logistics, which includes organizing events arrangements for onsite meetings with support of the Events team, coordinating with the technology team for virtual components, working with paralegals and attorneys to ensure board materials are prepared and uploaded to Directors in a timely and efficient manner, and interacting with board members to assist with any travel, accommodation, or other concerns as needed.
Assist with preparing, revising, and compiling copies of materials for meetings and records.
Navigate the Legal group's document management system, take document revisions and redline to show changes, and file signed documents and letters.
Manage calendars proactively, including coordinating schedules with other staff for Board and senior executive meetings.
Serve as an administrator for the legal spend management system, which may include coordinating with outside firms and internal partners to open new vendor and matter entries; assessing invoices according to standard billing guidelines; processing allocations to internal matters for cost tracking and reporting; and replying to vendor requests as needed.
Track and keep a record of company contracts, policies and agreements.
Prepare documents for various committee meetings.
Answer calls and receive correspondence, schedule travel arrangements, and prepare expense and other required intercompany reporting.
Assist with planning and execution of department team events as needed.
Qualifications:
Minimum of 5+ years of direct work experience working at a law firm, or supporting senior attorneys, executives, or boards of directors.
Bachelor's degree required.
Experience with online expense reporting, travel booking, legal spend management, document management, and Board materials systems preferred.
Demonstrates excellent attention to detail.
Appreciates the importance of taking appropriate care of privileged and confidential matters.
Self-starter who can manage multiple time-sensitive projects and meet deadlines.
Strong time management, organizational, and communication skills (verbal and written).
Able to work productively in a team environment; experience with a hybrid office and work-from-home environment preferred.
Technical fluency, including proficiency with Microsoft Office Suite & other legal technology (ebilling, legal document repository, etc.), as well as a willingness & ability to learn and adapt to new technologies.
#LI-Hybrid
Dimensional offers a variety of programs to help take care of you, your family, and your career, including comprehensive benefits, educational initiatives, and special celebrations of our history, culture, and growth.
It is the policy of the Company to provide equal opportunity for all employees and applicants. The Company recruits, hires, trains, promotes, compensates, and administers all personnel actions without regard to actual or perceived race, color, religion, religious practice, creed, sex, sex stereotyping, pregnancy (which includes pregnancy, childbirth, and medical conditions related to pregnancy, childbirth, or breastfeeding), caregiver status, gender, gender identity, gender expression, transgender identity, national origin, age, mental or physical disability, ancestry, medical condition, marital status, familial status, domestic partnership status, military or veteran status or service, unemployment status, citizenship status or alienage, sexual orientation, status as a victim of domestic violence, status as a victim of stalking, status as a victim of sex offenses, genetic information, political activities or recreational activities, arrest or conviction record, salary history, natural hairstyle or any other status protected by applicable law except as otherwise required or permitted by law or regulation applicable to the Company or its affiliates.
$31k-43k yearly est. Auto-Apply 9d ago
Principal, Financial Planning & Analysis
Wellington Management Company 4.9
Remote or Boston, MA job
Principal, Financial Planning & Analysis page is loaded## Principal, Financial Planning & Analysislocations: Boston, MA, United Statestime type: Full timeposted on: Posted Yesterdayjob requisition id: R93222# **Wellington Management** offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our investment solutions, tailored to the unique return and risk objectives of institutional clients in more than 60 countries, draw on a robust body of proprietary research and a collaborative culture that encourages independent thought and healthy debate. As a private partnership, we believe our ownership structure fosters a long-term view that aligns our perspectives with those of our clients.# # About the RoleThe Principal, Financial Planning & Analysis - Global Operations plays a key role in providing financial insight, analytical support, and operational performance reporting to drive strategic decision-making across the firm's global platform. This position partners closely with business and operation leaders and finance teams to enhance financial visibility, improve cost efficiency, and ensure alignment with organizational goals.This role will be strategic partner to the Head of Global Operations and the Director of Finance, Infrastructure to help achieve business outcomes while ensuring financial excellence. This is a dynamic role that requires strong general business leadership skills, including the ability to frame the key issues, develop recommendations, and influence outcomes. The role bridges the firm's operational strategy with financial stewardship, execution, and organizational communications while leveraging financial and operational datasets and technology to enhance efficiency and decision-making. **KEY RESPONSIBILITIES*** Develop and maintain financial models, forecasts, and variance analyses for the Global Operations Division.* Support budgeting and long-range planning processes, providing detailed analysis on cost drivers, trends, and efficiency opportunities.* Creation and management of proactive analytics that unlock ideas and enables high-level discussion of investment & growth areas* Partner with global operations teams to monitor key performance indicators (KPIs), identify process improvement areas, and evaluate financial impacts while supporting strategic vision and initiatives .* Drive cost efficiency and operational excellence across the financial and operational processes with a lens on efficiency and scale* Prepare and present monthly and quarterly management reports highlighting performance metrics, expense trends, and operational insights.* Assist with business case development for new initiatives, technology investments, and vendor partnerships.* Perform cost-benefit analyses to evaluate global operations projects and process enhancements.* Continuous evaluation and support for cost allocation, transparency, problem-solving and execution* Collaborate with the global accounting team to ensure accurate accruals, allocations, and financial reporting.* Contribute to continuous improvement of financial reporting tools, data visualization dashboards, and automation initiatives.**SKILLS & COMPETENCIES*** Demonstrable 10+ years of relevant work experience in finance with global operations or technology leadership experience, ideally within a global environment.* Strong analytical and quantitative skills with proven ability to interpret complex financial data.* Proficiency in Excel and financial modeling; experience with BI tools (e.g., Power BI, Tableau) a plus.* Strategic thinker with the ability to provide forward-looking analysis and recommendations.* Strong leadership and interpersonal skills with the ability to collaborative effectively across functions and influence decision-making at all levels of the organization.* Demonstrated ability to: i) rapidly master new activities coupled with a strong focus on attention to detail, ii) learn new technology/applications, and iii) solve problems in a creative manner* Working knowledge of ERP systems (Workday) and financial reporting platforms (Adaptive).* Excellent written and verbal communication skills with the ability to present insights to senior leadership.* Detail-oriented, organized, and proactive with strong problem-solving capabilities.* Ability to thrive in a dynamic, fast-paced, and globally integrated environment.Not sure you meet 100% of our That's ok. If you believe that you could excel in this role, we encourage you to apply and welcome a chance to review your background. We are dedicated to building and maintaining a diversified workforce and considering a broad array of candidates with a variety of skill, workplace experiences, and backgrounds.*As an equal opportunity employer, Wellington Management ensures that all qualified applicants will receive equal consideration for employment without regard to* *race, color, sex, sexual orientation, gender identity, gender expression, religion, creed, national origin, age, ancestry, disability (physical or mental), medical condition, citizenship, marital status, pregnancy, veteran or military status, genetic information or any other characteristic protected by applicable law***.* If you are a candidate with a disability, or are assisting a candidate with a disability, and require an accommodation to apply for one of our jobs, please email us at ************************************.*At Wellington Management, our approach to compensation is designed to help us attract, inspire and retain the best talent in our industry.We strive to pay employees fairly and competitively across all levels and roles. Our approach to compensation considers all aspects of total compensation; all employees are eligible to receive salary, variable compensation, and benefits. The base salary range for this position is:USD 120,000 - 225,000This range takes into account the wide range of factors that are considered when making compensation decisions, including but not limited to skill sets; role; skills and experience; certifications; and education. This range is an estimate, and further details on salary and total compensation aspects will be shared with candidates during the recruitment process.Base salary is only one component of Wellington's total compensation approach. Other rewards may include a discretionary Corporate Bonus and/ or Incentives, if eligible. In addition, we offer a comprehensive and high value benefit package to meet the unique needs of our employees and their families, and we are committed to fostering a flexible work environment that enables employees to thrive personally and professionally. Examples of our benefits include retirement plan, health and wellbeing, dental, vision, and pharmacy coverage, health savings account, flexible spending accounts and commuter program, employee assistance program, life and disability insurance, adoption assistance, back-up childcare, tuition/CFA reimbursement and paid time off (leave of absence, paid holidays, volunteer, sick and vacation time) We believe that in person interactions inspire and energize our community and are essential to our culture. In support of this commitment, our employees work from our offices 4 days a week with flexibility to work remotely 1 day a week. We believe that this approach ultimately supports our mission to deliver investment excellence to our clients and their beneficiaries over the long term.
#J-18808-Ljbffr
$124k-165k yearly est. 3d ago
Strategic Account Executive - New Logo Sales
MBO Partners 4.7
Remote or Ashburn, VA job
The Role: Strategic Account Executive - New Logo Sales Who We Are At MBO Partners we give people the control to do the work they love the way they want. We're leading the future of work by building a best-in-class platform for independent professionals and leading enterprise organizations. MBO Partners is a deep job platform that connects and enables independent professionals and micro-business owners to do business safely and effectively with enterprise organizations. While we've been in business for more than 20 years, we treat each day as an opportunity to help innovate, collaborate, and shape the future of work for our enterprise and independent clients. By joining our team, you're helping build and lead the next way of working and contributing directly to our platform roadmap and vision.
What You Will Be Doing
As a Strategic Account Executive you'll be at the forefront of shaping the future of contingent workforce management. Leveraging your in-depth experience in AOR/EOR, Direct Sourcing solutions, Human Capital, Talent Cloud, VMS, RPO, or MSPs, you'll bring a unique and valuable perspective to the table.
You'll be responsible for identifying and securing new logo business opportunities, developing and executing sales plans, building relationships, and closing new business with the support of a seasoned team. You'll attend industry events, network with key stakeholders, and articulate our value proposition. You'll lead proposal development and manage the contracting process to close deals with ease. With 7+ years of professional sales experience and a proven track record of success, you'll have the opportunity to make a real impact and have fun doing it!
In this role you will:
Develop and update a territory plan to prioritize targets, set goals and objectives and formulate relationship building strategies to engage prospects and firms within targeted verticals
Attend industry conferences and company-sponsored events to network with clients and prospects to learn and share insights on the key trends and factors shaping the extended workforce market
Demonstrate a strong aptitude for social selling and influence, leveraging MBO's and your personal brand within the extended workforce market
Articulate the value and differentiation of our solutions, and how they align to an enterprise's workforce strategy
Research and navigate your prospects' organizational landscape to determine the need and identify potential sponsorship for our enterprise programs
Develop strong, trusted relationships across the prospect's buying journey including key stakeholders within Talent Acquisition, Procurement, Human Resources, Operations, Finance, and Legal
Shepherd a team-based selling process to identify and leverage subject matter experts to help communicate our value proposition and contribute to our overall plan to win new business
Lead proposal development and RFP responses in coordination with our Sales Operations team to create a compelling and competitive value proposition
Manage the contracting process through close coordination with our Legal and Contracting team
Provide consistent updates to our Salesforce CRM to support sales reporting and guide ongoing activity, pipeline growth, and forecast discussions
Consistently achieve your sales goals and targets on a quarterly and annual basis
What You Need to Stand Out
In-depth experience in Direct Sourcing solutions, Human Capital, Talent Cloud, VMS, RPO, or MSPs
A minimum of 7 years of professional sales experience offering solutions and services to large enterprise organizations; specific experience selling to the C-Suite, and executives in Talent Acquisition, Procurement, Human Resources, Operations, Finance, and Legal preferred
Strong experience in solutions based selling and ability to quickly develop an in-depth understanding of targeted markets and industries
Strong network of influencers and decision makers at key prospects and target customers
Proven success directly managing a complex sales cycle including consistent quota/goal achievement
Experience articulating a compelling value proposition and positioning consultative sales approach to senior audiences at large enterprise clients
Here are just a few reasons that you will love working with us
Remote work environment
Competitive base salary with opportunities for growth and development
Excellent medical, dental, and vision plans designed to support healthy lifestyles
401(k) retirement plan
Flexible Time Off - take time when you need it
Culture based on trust, feedback, communication, success and fun
And, much, much more
At MBO Partners, we're committed to building a diverse and inclusive environment where passionate professionals can thrive. If you're ready to make a significant impact by connecting exceptional talent with meaningful opportunities, we'd love to hear from you.
By applying for this position, you agree to the Terms and Conditions and Arbitration Agreement. You are directing MBO to disclose your personal information to those who may be interested in hiring or engaging with me. You acknowledge and understand that MBO will use your personal information as described in the If you are a resident of California, you understand and acknowledge that MBO will use your personal information as described here. You acknowledge and understand that MBO is an international company and your personal information can be transferred to, stored, and/or processed in any country in which MBO or its affiliates, suppliers, service providers and/or agents maintain facilities, including, but not limited to, the United States of America and the European Union.
$121k-187k yearly est. Auto-Apply 60d+ ago
Let's begin! Finance and Operations Intern
Moody's Corporation 4.9
Paris, TX job
At Moody's, we unite the brightest minds to turn today's risks into tomorrow's opportunities. We do this by striving to create an inclusive environment where everyone feels welcome to be who they are-with the freedom to exchange ideas, think innovatively, and listen to each other and customers in meaningful ways. Moody's is transforming how the world sees risk. As a global leader in ratings and integrated risk assessment, we're advancing AI to move from insight to action-enabling intelligence that not only understands complexity but responds to it. We decode risk to unlock opportunity, helping our clients navigate uncertainty with clarity, speed, and confidence.
If you are excited about this opportunity but do not meet every single requirement, please apply! You still may be a great fit for this role or other open roles. We are seeking candidates who model our values: invest in every relationship, lead with curiosity, champion diverse perspectives, turn inputs into actions, and uphold trust through integrity.
Skills and Competencies
* Strong demonstrated knowledge of Microsoft Office Suite (Outlook, Word, Excel, and PowerPoint):
o Outlook - Ability to create and modify appointments and recurring meetings using the planner; proficient in sorting and searching emails
o Word - Ability to create and edit documents using features such as headers/footers, pagination, tables, mail merges, and hyperlinks
o Excel - Ability to understand, create, and use advanced functions and formulas; skilled in creating workbooks, pivot tables, charts, and graphs
o PowerPoint - Ability to design and modify presentations using advanced features such as animations, transitions, inserting charts, graphs, and objects, and merging presentations
* Excellent organizational and interpersonal skills, with the ability to prioritize tasks and adapt to shifting priorities and diverse stakeholders.
* Strong verbal and written communication skills in English, including the ability to convey complex information clearly and compose correspondence, memos, and documents requiring minimal editing
* Ability to multitask and manage competing priorities effectively
* Team-oriented mindset, with the ability to collaborate across cultures and contribute to an all-hands-on-deck environment
* Ability to work independently with minimal supervision
* Proactive self-starter, capable of identifying and resolving issues efficiently
* Basic understanding of artificial intelligence concepts, with curiosity and enthusiasm for learning how AI tools can be used to improve processes and drive efficiency
* Interest in exploring AI systems and a willingness to develop awareness of responsible AI practices, including risk management and ethical use
Education
* Currently pursuing a Bachelor's Degree in Business Administration, Management, with focus on finance or a related field
* Fluency in French and English is required
* Available for the 6-months internship starting in September 2026
Responsibilities
* Assist in developing decision-making templates, protocols, and internal presentations to support informed corporate strategies
* Participate in and provide support for special projects, often involving time-sensitive issues requiring swift and efficient execution
* Coordinate and manage office-wide events-including group meetings, off-site gatherings, and town halls-while ensuring adherence to established budgetary constraints
* Oversee the Paris office budget, maintaining financial control to ensure all projects and sponsorship activities remain within approved limits
* Perform data analysis, forecasting, month-end reporting, and variance analysis to deliver actionable insights into business performance
* Support the preparation of financial reports and variance analysis to highlight key areas for management review, working under moderate supervision
* Contribute to business planning activities, including forecasting, budgeting, and long-term strategic planning
* Enter forecast and budget projections into Moody's financial reporting system, ensuring accuracy and alignment with business objectives
* Assist in developing new reporting solutions and identifying key financial trends for management review
* Participate in process optimization initiatives by streamlining reporting activities
* Support the creation of financial models, including macro-based tools, to enhance analytical capabilities and decision-making
Moody's is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, protected veteran status, sexual orientation, gender expression, gender identity or any other characteristic protected by law.
Candidates for Moody's Corporation may be asked to disclose securities holdings pursuant to Moody's Policy for Securities Trading and the requirements of the position. Employment is contingent upon compliance with the Policy, including remediation of positions in those holdings as necessary.
$46k-62k yearly est. 2d ago
Executive Assistant
Wellington Management 4.9
Remote or Boston, MA job
About Us
Wellington Management offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our investment solutions, tailored to the unique return and risk objectives of institutional clients in more than 60 countries, draw on a robust body of proprietary research and a collaborative culture that encourages independent thought and healthy debate. As a private partnership, we believe our ownership structure fosters a long-term view that aligns our perspectives with those of our clients.
About the Role
The Executive Assistant will provide administrative support to the Chief Operating Officer and the broader function within the firm's investment platform. The COO function encompasses a broad cross-section of initiatives and functions that cut across the platform including Business Management, Corporate Access and Research Services, Stewardship & Proxy Voting, Business Intelligence and Enablement. The ideal candidate will possess strong organizational, multi-tasking skills and excellent attention to detail along with outstanding service-orientation, mature judgment, and diplomacy. They will be a team player with a strong work ethic and the capacity to prioritize in a deadline-driven environment.
RESPONSIBILITIES
The Executive Assistant will manage the overall daily support needs of the team, including:
Manage complex and proactive calendar scheduling across multiple time zones for a global team.
Coordinate logistics for internal and external meetings, offsites, and events.
Preparation and submission of expense reports, ensuring they are completed accurately and submitted in a timely manner.
Arrange domestic and international travel, including itineraries and accommodations.
Generate various reports using internal and external information systems.
Provide cross-coverage and backup support to other Assistants and related leadership groups.
Support ad-hoc projects as needed, partnering with both the immediate team and broader firm leadership.
Assist in planning department-wide town halls, meetings, and events.
Serve as a capable and reliable note taker for meetings and discussions.
QUALIFICATIONS
Minimum of 3 years' experience within an administrative role in a professional services organization.
Demonstrate advanced proficiency in MS Office (Word, Excel, Outlook, OneNote, and PowerPoint) and a willingness to learn new technologies to enhance efficiency.
Outstanding interpersonal and communication skills, plus high level of reliability, professionalism, and discretion.
Strong service orientation and proactive problem-solving skills.
Excellent organizational, multi-tasking, and prioritization abilities.
Fastidious detail orientation and overall work quality.
Ability to work under deadlines and to accommodate last-minutes changes.
Positive, can-do attitude; flexibility; sense of humor.
Not sure you meet 100% of our qualifications? That's ok. If you believe that you could excel in this role, we encourage you to apply and welcome a chance to review your background. We are dedicated to building and maintaining a diversified workforce and considering a broad array of candidates with a variety of skill, workplace experiences, and backgrounds.
As an equal opportunity employer, Wellington Management ensures that all qualified applicants will receive equal consideration for employment without regard to
race, color, sex, sexual orientation, gender identity, gender expression, religion, creed, national origin, age, ancestry, disability (physical or mental), medical condition, citizenship, marital status, pregnancy, veteran or military status, genetic information or any other characteristic protected by applicable law
. If you are a candidate with a disability, or are assisting a candidate with a disability, and require an accommodation to apply for one of our jobs, please email us at **********************************
.
At Wellington Management, our approach to compensation is designed to help us attract, inspire and retain the best talent in our industry. We strive to pay employees fairly and competitively across all levels and roles. Our approach to compensation considers all aspects of total compensation; all employees are eligible to receive salary, variable compensation, and benefits. The base salary range for this position is:
USD 60,000 - 110,000
This range takes into account the wide range of factors that are considered when making compensation decisions, including but not limited to skill sets; role; skills and experience; certifications; and education. This range is an estimate, and further details on salary and total compensation aspects will be shared with candidates during the recruitment process.
Base salary is only one component of Wellington's total compensation approach. Other rewards may include a discretionary Corporate Bonus and/ or Incentives, if eligible. In addition, we offer a comprehensive and high value benefit package to meet the unique needs of our employees and their families, and we are committed to fostering a flexible work environment that enables employees to thrive personally and professionally. Examples of our benefits include retirement plan, health and wellbeing, dental, vision, and pharmacy coverage, health savings account, flexible spending accounts and commuter program, employee assistance program, life and disability insurance, adoption assistance, back-up childcare, tuition/CFA reimbursement and paid time off (leave of absence, paid holidays, volunteer, sick and vacation time)
We believe that in person interactions inspire and energize our community and are essential to our culture. In support of this commitment, our employees work from our offices 4 days a week with flexibility to work remotely 1 day a week. We believe that this approach ultimately supports our mission to deliver investment excellence to our clients and their beneficiaries over the long term.
$67k-92k yearly est. Auto-Apply 1d ago
Fund Operations Lead
Wellington Management 4.9
Remote or Boston, MA job
About Us
Wellington Management offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our investment solutions, tailored to the unique return and risk objectives of institutional clients in more than 60 countries, draw on a robust body of proprietary research and a collaborative culture that encourages independent thought and healthy debate. As a private partnership, we believe our ownership structure fosters a long-term view that aligns our perspectives with those of our clients.
About the Role
Wellington Fund Services oversees a broad array of funds, including hedge, private equity, offshore, ‘40Act and commingled investment trusts that invest globally across all asset classes. Fund Services is responsible for the accounting, financing, financial reporting and operations for these funds.
This role sits within our US Fund Control and Operations Team and is focused on the Transfer Agency (TA) Oversight and Investor Operations function for our `40Act Tender Offer and Interval Funds as well as Collective Investment Trusts. The function is responsible for governing, monitoring, and enhancing the investor cashflow and reporting process, including the performance of the third-party transfer agent.
This role ensures that shareholder servicing, transaction processing, and regulatory reporting are executed accurately, efficiently, and in full compliance with industry standards and firm policies.
Responsibilities
Interacting closely with internal colleagues and external service providers to ensure the timely and accurate processing of client cash flows into Wellington's commingled funds
Working with the transfer agent and internal client service teams to handle a wide range of client account servicing requests including special handling of transactions and account queries
Expertise operating and supporting the enhancement of internal system applications
Daily and periodic monitoring of service provider delivery and performance
Monitoring position and cash balances across multiple systems, resolving discrepancies as needed
Developing and managing relationships with Wellington's centralized teams and external service providers
Leading and supporting projects, both large and small, associated with the funds, Wellington's operational and systems infrastructure, and service providers
Qualifications
College undergraduate degree, preferably in accounting, finance, or business
7+ years of industry experience
Experience from an asset manager or fund administrator ideally in a transfer agent related capacity is preferred
Experience with Interval and Tender Offer funds strongly preferred
Advanced business application skills, strong Excel and Access abilities are preferred
Very strong attention to detail and organizational skills
A natural curiosity and desire to expand one's knowledge and role
A proactive nature in developing and improving processes
Desire and ability to work in a fast-paced, team-oriented environment, performing multiple tasks and balancing competing priorities
A client service mindset and strong communication skills
Progress towards a CPA, CFA, CAIA or MBA is a plus
Not sure you meet 100% of our qualifications? That's ok. If you believe that you could excel in this role, we encourage you to apply and welcome a chance to review your background. We are dedicated to building and maintaining a diversified workforce and considering a broad array of candidates with a variety of skill, workplace experiences, and backgrounds.
As an equal opportunity employer, Wellington Management ensures that all qualified applicants will receive equal consideration for employment without regard to
race, color, sex, sexual orientation, gender identity, gender expression, religion, creed, national origin, age, ancestry, disability (physical or mental), medical condition, citizenship, marital status, pregnancy, veteran or military status, genetic information or any other characteristic protected by applicable law
. If you are a candidate with a disability, or are assisting a candidate with a disability, and require an accommodation to apply for one of our jobs, please email us at **********************************
.
At Wellington Management, our approach to compensation is designed to help us attract, inspire and retain the best talent in our industry. We strive to pay employees fairly and competitively across all levels and roles. Our approach to compensation considers all aspects of total compensation; all employees are eligible to receive salary, variable compensation, and benefits. The base salary range for this position is:
USD 90,000 - 180,000
This range takes into account the wide range of factors that are considered when making compensation decisions, including but not limited to skill sets; role; skills and experience; certifications; and education. This range is an estimate, and further details on salary and total compensation aspects will be shared with candidates during the recruitment process.
Base salary is only one component of Wellington's total compensation approach. Other rewards may include a discretionary Corporate Bonus and/ or Incentives, if eligible. In addition, we offer a comprehensive and high value benefit package to meet the unique needs of our employees and their families, and we are committed to fostering a flexible work environment that enables employees to thrive personally and professionally. Examples of our benefits include retirement plan, health and wellbeing, dental, vision, and pharmacy coverage, health savings account, flexible spending accounts and commuter program, employee assistance program, life and disability insurance, adoption assistance, back-up childcare, tuition/CFA reimbursement and paid time off (leave of absence, paid holidays, volunteer, sick and vacation time)
We believe that in person interactions inspire and energize our community and are essential to our culture. In support of this commitment, our employees work from our offices 4 days a week with flexibility to work remotely 1 day a week. We believe that this approach ultimately supports our mission to deliver investment excellence to our clients and their beneficiaries over the long term.
$100k-131k yearly est. Auto-Apply 8d ago
Machine Learning Research Scientist (Remote)
Moody's Analytics 4.9
Remote or New York, NY job
In the Predictive Analytics AI group, we build data-driven, highly distributed machine learning systems. Our engineers and researchers are responsible for architecting and developing these ML services end-to-end overcoming unique challenges that involve building systems that have high throughput availability, consistency, and low latency. The Predictive Analytics AI Group is the central group in Moody's Analytics comprising of researchers and engineers working together to build data-driven customer-facing products, as well as the necessary infrastructure to support the ML services following the industry leading practices. The group has worked on and built some award-winning AI products like Compliance Catalyst, Adverse Media Monitoring, Coronapulse, Quiqspread, News Edge 2.0, ESG and has participated in various internal automation initiatives. The group also regularly publish and present their work in top-tier academic and industry conferences. We have a flexible work environment and allow remote work depending on one's personal choice.
Broadly, we are looking for colleagues who are passionate about:
Natural language processing
Information retrieval
Information extraction
Graph Neural Networks
Recommender systems
Knowledge graphs
Explainable AI
We'll trust you to:
Collaborate with colleagues on production systems and applications
Design, experiment, and evaluate algorithms as well as models using PyTorch, scikit-learn, Tensorflow, HuggingFace
Work on POCs and research prototypes
Provide thought leadership in machine learning
Represent Moody's Analytics at scientific and industry conferences
Lead collaboration with colleagues and academia to publish research findings in leading academic venues such as ACL, EMNLP, NAACL-HLT, AAAI, KDD, CIKM, SIGIR, ECIR
You'll need to have:
Ph.D. in CS, ML, Math, Statistics, Engineering, Quant, or relevant industry experience.
Publication record in top-tier academic conferences and journals
Proficiency in modern programming languages such as Python
Proficiency in leading research projects
Nice to have:
Experience with MLOPs technologies and workflows
Experience in working with engineering teams on taking research prototypes to production
$85k-123k yearly est. 60d+ ago
Counsel
Wellington Management 4.9
Remote or Boston, MA job
About Us
Wellington Management offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our investment solutions, tailored to the unique return and risk objectives of institutional clients in more than 60 countries, draw on a robust body of proprietary research and a collaborative culture that encourages independent thought and healthy debate. As a private partnership, we believe our ownership structure fosters a long-term view that aligns our perspectives with those of our clients.
About the Role
We are seeking a highly motivated and collaborative lawyer to join our Legal team as Counsel. This role will provide legal coverage for client-facing distribution activities, focusing largely on the U.S. wealth channel and related strategic initiatives. The successful candidate will join a specialist legal team that collaborates closely with our business and Compliance colleagues to advance key initiatives of the firm. Embracing a talent philosophy centered on a growth mindset and a client-centric culture, this role offers a great opportunity for someone who would like to expand his or her asset management experience in the rapidly developing wealth space.
Key responsibilities will include:
Advising on regulatory issues relevant to our U.S. client-facing business, including SEC, CFTC, FINRA, NFA requirements
Advising on activities of limited-scope broker / dealer and retail-adjacent activities of our investment adviser, including licensing, marketing, and disclosure rules
Assisting in drafting and negotiating distribution and service agreements with intermediaries
Advising on matters related to U.S. distribution of registered funds
Working with Compliance on regulatory engagement and regulatory examinations
Collaborating with Compliance, Client teams, and Operations to ensure legal and regulatory risk is appropriately managed in commercial negotiations and in supporting business activities
Monitoring legal and regulatory developments and assessing their impact
Additional responsibilities may include working on Wellington-sponsored funds or negotiating complex client mandates, depending upon business needs and the background of the successful candidate.
QUALIFICATIONS
J.D. or equivalent law degree; admitted to practice in at least one U.S. jurisdiction
5-10 years of relevant legal experience, ideally with some experience in asset management or financial services
Understanding of and experience working with the Investment Company Act of 1940, the Investment Advisers Act of 1940, and the Securities Exchange Act of 1934
Experience with legal support of Wealth initiatives preferred (e.g., marketing, limited-scope broker/dealer support, U.S. retail fund distribution, interval funds, tender offer funds)
Strong understanding of complex legal and regulatory issues
Excellent drafting, analytical, and communication skills
Ability to manage multiple priorities and work independently in a fast-paced, collaborative environment
Location: Boston, Needham, New York, Chicago
Not sure you meet 100% of our qualifications? That's ok. If you believe that you could excel in this role, we encourage you to apply and welcome a chance to review your background. We are dedicated to building and maintaining a diversified workforce and considering a broad array of candidates with a variety of skill, workplace experiences, and backgrounds.
As an equal opportunity employer, Wellington Management ensures that all qualified applicants will receive equal consideration for employment without regard to
race, color, sex, sexual orientation, gender identity, gender expression, religion, creed, national origin, age, ancestry, disability (physical or mental), medical condition, citizenship, marital status, pregnancy, veteran or military status, genetic information or any other characteristic protected by applicable law
. If you are a candidate with a disability, or are assisting a candidate with a disability, and require an accommodation to apply for one of our jobs, please email us at **********************************
.
At Wellington Management, our approach to compensation is designed to help us attract, inspire and retain the best talent in our industry. We strive to pay employees fairly and competitively across all levels and roles. Our approach to compensation considers all aspects of total compensation; all employees are eligible to receive salary, variable compensation, and benefits. The base salary range for this position is:
USD 120,000 - 225,000
This range takes into account the wide range of factors that are considered when making compensation decisions, including but not limited to skill sets; role; skills and experience; certifications; and education. This range is an estimate, and further details on salary and total compensation aspects will be shared with candidates during the recruitment process.
Base salary is only one component of Wellington's total compensation approach. Other rewards may include a discretionary Corporate Bonus and/ or Incentives, if eligible. In addition, we offer a comprehensive and high value benefit package to meet the unique needs of our employees and their families, and we are committed to fostering a flexible work environment that enables employees to thrive personally and professionally. Examples of our benefits include retirement plan, health and wellbeing, dental, vision, and pharmacy coverage, health savings account, flexible spending accounts and commuter program, employee assistance program, life and disability insurance, adoption assistance, back-up childcare, tuition/CFA reimbursement and paid time off (leave of absence, paid holidays, volunteer, sick and vacation time)
We believe that in person interactions inspire and energize our community and are essential to our culture. In support of this commitment, our employees work from our offices 4 days a week with flexibility to work remotely 1 day a week. We believe that this approach ultimately supports our mission to deliver investment excellence to our clients and their beneficiaries over the long term.
$109k-154k yearly est. Auto-Apply 35d ago
Senior DevOps Engineer (Remote)
Moody's Analytics 4.9
Remote or New York, NY job
Senior DevOps & MLOps Engineer @ Moody's [IMMEDIATE FILL]Do you have a healthy disregard for the status quo? Does scaling from zero to thousands get you excited?? Check this out..
We are in search of a self-motivated and versatile Senior DevOps & MLOps Engineer with the ability to work in an energetic and interactive environment. You must be a self-starter with a passion for crafting innovative software solutions. You will regularly learn and implement new technologies, and play an active role in developing, proving out, and (re)assessment of existing architectures.
JOB RESPONSIBILITIES
Deployment and productionisation or machine learning model applications in production.
Design and develop reusable Terraform and Ansible modules.
Lead the team in various aspects around stability, application delivery, and availability .
Maintain a strong security awareness through frequent assessments and software architecture design processes.
Influence technology selection, software architecture design, security practices and implementation.
JOB REQUIREMENTS
Extensive experience in DevOps engineering, team management, and collaboration.
Be ready, willing, and able to work in a fast-paced environment with a strong desire to run to trouble.
Proficiency in shell scripting, python, and HCL.
Knowledge and experience working with distributed systems.
Extensive knowledge & experience with git, linux system administration, docker, and databases including elasticsearch and/or Postgres and/or MySQL.
Kubernetes expert administrator with a security mindset.
Capable of orchestrating service delivery across over 20 distributed kubernetes clusters.
Extensive knowledge of cloud platforms such as AWS, Azure, or Google Cloud.
Strong communication and problem-solving skills with the ability to discuss projects with colleagues who have little technical knowledge of devops techniques and tools.
Ability to oversee and provide significant valuable input regarding infrastructure design and maintenance.
INTERVIEW PROCESS
Send us your resume, some deets on how you absolutely own kubernetes at scale, and a good joke (optional).
Jump straight into a technical call with our Senior Systems Architect and maybe a lead or two for an hour or so.
If you're happy and we can change the ML landscape with our bare hands let's talk about an offer!
---
ABOUT MOODY'S ANALYTICS MACHINE LEARNING TEAM
We are a team that creates and delivers machine learning models and applications for the financial services industry. At a high level, an example initiative is that we ingest millions of news articles and other various data sources and process the data through pipelines to produce results such as entity recognition, sentiment analysis, credit adversity, and more.
Interested in machine learning? Take advantage of our growing team's collective knowledge and learn as you go.
We fully embrace cross-training and continuous learning.
$113k-150k yearly est. 60d+ ago
Legal Associate
Wellington Management 4.9
Remote or Boston, MA job
About Us
Wellington Management offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our investment solutions, tailored to the unique return and risk objectives of institutional clients in more than 60 countries, draw on a robust body of proprietary research and a collaborative culture that encourages independent thought and healthy debate. As a private partnership, we believe our ownership structure fosters a long-term view that aligns our perspectives with those of our clients.
About the Role
ABOUT THE ROLE
We are seeking a highly motivated and growth-oriented Legal Associate to work with our Legal teams primarily supporting Wellington Management's U.S. Wealth business.
Key responsibilities will include:
Support fulfillment of legal and regulatory obligations of Wellington-sponsored investment companies registered under the Investment Company Act of 1940, including:
Drafting and/or reviewing regulatory filings, including registration statements and supplements, shareholder reports, proxy statements, information statements and filings on Form N-23c-3 and Schedule TO
Supporting Legal's preparation of materials for fund boards, including memoranda and presentations
Liaising with internal stakeholders and external counsel to manage fund regulatory calendar
Help to establish and support a process with internal stakeholders to support the '40 Act Platform
Support negotiation of service provider agreements, including distribution agreements, administration agreements and custody agreements
Support negotiation of investment management agreements for subadvisory client relationships
Providing advice and/or escalating issues to Counsel in relation to the above
Qualifications
5 to 10 years' experience supporting registered investment companies in the foregoing areas, either at a major law firm or a financial institution
Experience working with internal stakeholders and fund boards; cross-functional coordination and support preferred
Experience with interval funds and tender offer funds preferred
Strong analytical, communication, and interpersonal skills
Demonstrable track record of achievement, capacity for differentiated thinking, strong work ethic, applying good judgment, and willingness to work with others
Ability to manage multiple priorities and work independently in a fast-paced environment.
Experience with contract negotiation and analysis of regulatory issues relevant to registered investment companies.
Not sure you meet 100% of our qualifications? That's ok. If you believe that you could excel in this role, we encourage you to apply and welcome a chance to review your background. We are dedicated to building and maintaining a diversified workforce and considering a broad array of candidates with a variety of skill, workplace experiences, and backgrounds.
As an equal opportunity employer, Wellington Management ensures that all qualified applicants will receive equal consideration for employment without regard to
race, color, sex, sexual orientation, gender identity, gender expression, religion, creed, national origin, age, ancestry, disability (physical or mental), medical condition, citizenship, marital status, pregnancy, veteran or military status, genetic information or any other characteristic protected by applicable law
. If you are a candidate with a disability, or are assisting a candidate with a disability, and require an accommodation to apply for one of our jobs, please email us at **********************************
.
At Wellington Management, our approach to compensation is designed to help us attract, inspire and retain the best talent in our industry. We strive to pay employees fairly and competitively across all levels and roles. Our approach to compensation considers all aspects of total compensation; all employees are eligible to receive salary, variable compensation, and benefits. The base salary range for this position is:
USD 80,000 - 180,000
This range takes into account the wide range of factors that are considered when making compensation decisions, including but not limited to skill sets; role; skills and experience; certifications; and education. This range is an estimate, and further details on salary and total compensation aspects will be shared with candidates during the recruitment process.
Base salary is only one component of Wellington's total compensation approach. Other rewards may include a discretionary Corporate Bonus and/ or Incentives, if eligible. In addition, we offer a comprehensive and high value benefit package to meet the unique needs of our employees and their families, and we are committed to fostering a flexible work environment that enables employees to thrive personally and professionally. Examples of our benefits include retirement plan, health and wellbeing, dental, vision, and pharmacy coverage, health savings account, flexible spending accounts and commuter program, employee assistance program, life and disability insurance, adoption assistance, back-up childcare, tuition/CFA reimbursement and paid time off (leave of absence, paid holidays, volunteer, sick and vacation time)
We believe that in person interactions inspire and energize our community and are essential to our culture. In support of this commitment, our employees work from our offices 4 days a week with flexibility to work remotely 1 day a week. We believe that this approach ultimately supports our mission to deliver investment excellence to our clients and their beneficiaries over the long term.
$111k-179k yearly est. Auto-Apply 60d+ ago
Let's begin! Assistant Director - Workflow Specialist
Moody's Corporation 4.9
Paris, TX job
At Moody's, we unite the brightest minds to turn today's risks into tomorrow's opportunities. We do this by striving to create an inclusive environment where everyone feels welcome to be who they are-with the freedom to exchange ideas, think innovatively, and listen to each other and customers in meaningful ways. Moody's is transforming how the world sees risk. As a global leader in ratings and integrated risk assessment, we're advancing AI to move from insight to action-enabling intelligence that not only understands complexity but responds to it. We decode risk to unlock opportunity, helping our clients navigate uncertainty with clarity, speed, and confidence.
If you are excited about this opportunity but do not meet every single requirement, please apply! You still may be a great fit for this role or other open roles. We are seeking candidates who model our values: invest in every relationship, lead with curiosity, champion diverse perspectives, turn inputs into actions, and uphold trust through integrity.
Skills and Competencies
* Strong commercial acumen with a demonstrated ability to drive add on sales and maximize net retention within an existing customer base, ensuring long term value and sustainable account growth
* Skilled in identifying, assessing, and targeting white space opportunities to generate incremental revenue, leveraging data and customer insights to prioritize high potential areas
* Proficient in developing and executing tailored account plans in close collaboration with Relationship Managers, aligning strategies with customer needs and broader business objectives
* Effective and confident communicator, capable of managing objections, articulating value propositions clearly, and delivering introductory online demonstrations to prospects and existing clients
* Creative and analytical problem solver with the ability to quickly diagnose issues, evaluate root causes, and design innovative solutions that support customer success and product adoption
* Highly organized and adaptable, able to manage multiple priorities simultaneously, meet short deadlines, and maintain a high level of accuracy and attention to detail
* Self motivated and performance driven, with a proactive approach to achieving sales goals, monitoring progress, and continuously seeking ways to improve outcomes
* Proficient in CRM systems, MS Office applications, and key digital tools, using technology to track activities, measure performance, and improve overall sales effectiveness
* Basic understanding of artificial intelligence concepts, with curiosity and enthusiasm for learning how AI tools can be used to improve processes and drive efficiency
* Interest in exploring AI systems and a willingness to develop awareness of responsible AI practices, including risk management and ethical use
Education
* Bachelor's degree in Finance, Economics, or a related field required
Responsibilities
This role is responsible for driving add on sales and increase net retention across the NewsEdge customer base through proactive outreach, ongoing engagement, and a deep understanding of customer needs and usage patterns.
* Strengthen account relationships by engaging users and key stakeholders, focusing on maximizing customer satisfaction, loyalty, and product value to support retention goals
* Identify and pursue white space opportunities within assigned accounts to generate incremental revenue, leveraging market insights and customer data to guide strategic outreach
* Develop, maintain, and enhance comprehensive account plans in partnership with Relationship Managers, ensuring a coordinated and informed approach to account growth and customer success
* Collaborate effectively with cross functional teams-including marketing, sales, operations, support, and finance-to deliver a seamless customer experience and ensure alignment across touchpoints
* Provide actionable feedback to Product Management regarding product performance, customer needs, and market trends, contributing to enhancements and future roadmap considerations
* Act as an ambassador for the company, consistently demonstrating its culture and values through interactions with customers, colleagues, and partners.
* Operate efficiently across the full sales cycle, including existing product sales, new product introductions, technical sales support, and onboarding activities for new customers and products
* This position offers a dynamic work environment, requiring up to 50% travel to engage with clients face-to-face, while also providing the flexibility of hybrid working
About the Team
Join a collaborative, high performing team at Moody's that is deeply committed to customer success and long term growth. The team embraces innovation, encourages cross functional partnership, and prioritizes continuous improvement. You will have the opportunity to make a meaningful impact by driving retention and revenue outcomes while contributing to a supportive environment that values learning, development, and the exchange of ideas.
Moody's is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, protected veteran status, sexual orientation, gender expression, gender identity or any other characteristic protected by law.
Candidates for Moody's Corporation may be asked to disclose securities holdings pursuant to Moody's Policy for Securities Trading and the requirements of the position. Employment is contingent upon compliance with the Policy, including remediation of positions in those holdings as necessary.
$70k-96k yearly est. 4d ago
Fixed Income Product - Investment Director - Emerging Markets
Wellington Management Company 4.9
Remote or Boston, MA job
Fixed Income Product - Investment Director - Emerging Markets page is loaded## Fixed Income Product - Investment Director - Emerging Marketslocations: Boston, MA, United Statestime type: Full timeposted on: Posted 2 Days Agojob requisition id: R93298# **Wellington Management** offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our investment solutions, tailored to the unique return and risk objectives of institutional clients in more than 60 countries, draw on a robust body of proprietary research and a collaborative culture that encourages independent thought and healthy debate. As a private partnership, we believe our ownership structure fosters a long-term view that aligns our perspectives with those of our clients.# # About the RoleWe are currently seeking to recruit an individual to join our Fixed Income Investment Products and Strategies team as an Investment Director (Product Specialist/Client Portfolio Manager). The successful candidate will help lead business and marketing strategy, and act as investment representative for the firm's fixed income business in in the US and other locations as needed, and in addition will help to ensure the integrity of our investment and risk management processes. This role requires developed skills in marketing strategy, communication, portfolio analysis, and a solid foundation in investments. The successful candidate will be a flexible problem solver, with a can-do attitude, who is willing and able to take ownership of issues. They will work closely with members of the Business Development & Relationship Management Group, Fixed Income Portfolio Management, and other functional areas across the firm. This position will be based in Boston.# Responsibilities## Portfolio Development & Marketing* Contribute to the growth of the Fixed Income business by engaging with clients, prospects, and consultants;* Assess business opportunities, and develop products and solutions where there is high potential;* Create and implement marketing strategy, marketing materials, and investment guidelines;* Represent portfolio managers and explain investment processes and portfolios to audiences that range widely in sophistication levels;* Educate and consult with internal colleagues, clients and consultants on markets and portfolios;* Differentiate and position strategies relative to those of competitors;* Develop close working relationships with Business Development & Relationship Management colleagues.## Investment Integrity and Risk Management* Oversee the investment and risk integrity of our portfolios on behalf of clients:* Set appropriate client expectations for performance in various market environments;* Identify investment and operational risk issues and recommend process improvements.* Manage risks to the firm in the course of business, and client negotiations.## Business Partner to Investment Teams* Contribute actively to product development processes;* Vet business opportunities in the context of the broader book of business;* Work with the Business Development & Relationship Management Group on fixed income business* Manage and lead the resolution of internal business issues associated with portfolios and solutions.# QualificationsThe successful candidate is likely to have:* A strong academic background, ideally including a post-graduate qualification (e.g. MBA or CFA);* 8+ years of related professional experience, ideally gained within the Asset Management industry, or institutional investment consulting;* Excellent written, oral and interpersonal communication skills;* A strong fixed income background: portfolio management and/or product management experience preferred* Strong business judgment;* Excellent quantitative and problem-solving skills, and ability to synthesize risk and perform attribution analysis;* The ability to work independently and in a team environment, and to manage multiple priorities;* Creativity, attention to detail and leadership skills;* The willingness to develop knowledge of non-traditional instruments and complex investment strategies;* A willingness to travel.* CFA RequiredNot sure you meet 100% of our That's ok. If you believe that you could excel in this role, we encourage you to apply and welcome a chance to review your background. We are dedicated to building and maintaining a diversified workforce and considering a broad array of candidates with a variety of skill, workplace experiences, and backgrounds.*As an equal opportunity employer, Wellington Management ensures that all qualified applicants will receive equal consideration for employment without regard to* *race, color, sex, sexual orientation, gender identity, gender expression, religion, creed, national origin, age, ancestry, disability (physical or mental), medical condition, citizenship, marital status, pregnancy, veteran or military status, genetic information or any other characteristic protected by applicable law***.* If you are a candidate with a disability, or are assisting a candidate with a disability, and require an accommodation to apply for one of our jobs, please email us at ************************************.*At Wellington Management, our approach to compensation is designed to help us attract, inspire and retain the best talent in our industry.We strive to pay employees fairly and competitively across all levels and roles. Our approach to compensation considers all aspects of total compensation; all employees are eligible to receive salary, variable compensation, and benefits. The base salary range for this position is:USD 120,000 - 225,000This range takes into account the wide range of factors that are considered when making compensation decisions, including but not limited to skill sets; role; skills and experience; certifications; and education. This range is an estimate, and further details on salary and total compensation aspects will be shared with candidates during the recruitment process.Base salary is only one component of Wellington's total compensation approach. Other rewards may include a discretionary Corporate Bonus and/ or Incentives, if eligible. In addition, we offer a comprehensive and high value benefit package to meet the unique needs of our employees and their families, and we are committed to fostering a flexible work environment that enables employees to thrive personally and professionally. Examples of our benefits include retirement plan, health and wellbeing, dental, vision, and pharmacy coverage, health savings account, flexible spending accounts and commuter program, employee assistance program, life and disability insurance, adoption assistance, back-up childcare, tuition/CFA reimbursement and paid time off (leave of absence, paid holidays, volunteer, sick and vacation time) We believe that in person interactions inspire and energize our community and are essential to our culture. In support of this commitment, our employees work from our offices 4 days a week with flexibility to work remotely 1 day a week. We believe that this approach ultimately supports our mission to deliver investment excellence to our clients and their beneficiaries over the long term.
#J-18808-Ljbffr
$134k-173k yearly est. 5d ago
Client Care Specialist (Eastern Time Zone)
MBO Partners 4.7
Remote or Ashburn, VA job
The Role: Client Care Specialist Who are we? At MBO we give people the control to do the work they love the way they want. We're leading the future of work by building a best-in-class platform for independent professionals and leading enterprise organizations. MBO Partners is a deep job platform that connects and enables independent professionals and micro-business owners to do business safely and effectively with enterprise organizations. While we've been in business for more than 20 years, we treat each day as an opportunity to help innovate, collaborate, and shape the future of work for our enterprise and independent clients.
By joining our team, you're helping build and lead the next way of working and contributing directly to our platform roadmap and vision.
Why should you apply?
If you're looking for a place to expand your skills and grow your experience, this position offers an opportunity for individuals who love working with a team in a fast-paced and evolving environment, are cool under pressure, love feedback, take challenges head-on and strive for perfection in everything they do.
Here are some details you're probably wondering about.
What will you be doing
The Client Care team is currently seeking a Client Care Specialist who will be intimately involved in the day-to-day support of our customers. You will work closely with the Client Care team members along with a variety of stakeholders, both internal and external, in order to ensure a positive end-to-end customer experience. In this role you will:
Build and nurture customer relationships by providing superior customer support via inbound tickets, chat, and telephone.
Be available at your desk during working hours in a quiet environment, free of distractions, to answer phone calls
Consistently take 70+ tickets and 35+ incoming phone calls per week.
Respond to customer inquiries with compassion, speed, accuracy, and professionalism, ensuring a high level of customer satisfaction.
Manage incoming support requests by taking calls and handling tickets, troubleshooting issues, and providing timely and effective solutions.
Analyze data and support Vendor Management Systems and third-party services where Talent data is entered to understand impact to talent and make adjustments as needed.
Coordinate corrective actions with internal teams, such as finance, human resources, client representatives, to ensure timely resolution of complaints, disputes, and special requests.
Enhance FAQ and training materials for internal and external customers based on common issues and feedback.
Maintain good data hygiene and integrity through detailed case documentation by interpreting documented policies, procedures, and guidelines.
Utilize multiple software programs simultaneously while conversing with all levels of internal and external customers.
Troubleshoot product failures and make recommendations for escalations when necessary.
If you have passion for customer happiness, a roll-up-your-sleeves and get things done attitude, and a drive for data accuracy, this could be the opportunity for you!
What do you need to stand out
Bachelor's degree preferred
1+ years of Customer Service or related experience
Self-motivated, proactive team player with innovative ideas to inspire customer loyalty and adoption
Diplomacy, tact, and poise under pressure when working through customer issues
Clear and effective communication skills (in person, phone, email, etc.)
Proficiency with MS Office Suite
Experience with Zendesk a plus, but not a requirement
Experience with staffing and/or tech companies preferred
Here are just a few reasons that you will love working at MBO Partners
Remote work environment
Competitive base salary with opportunities for growth and development
Excellent medical, dental, and vision plans designed to support healthy lifestyles
401(k) retirement plan
Flexible Time Off - take time when you need it
Bonus opportunities
Wellness allowance
Culture based on trust, feedback, communication, success and fun
And, much, much more
By applying for this position, you agree to the Terms and Conditions and Arbitration Agreement. You are directing MBO to disclose your personal information to those who may be interested in hiring or engaging with me. You acknowledge and understand that MBO will use your personal information as described in the If you are a resident of California, you understand and acknowledge that MBO will use your personal information as described here. You acknowledge and understand that MBO is an international company and your personal information can be transferred to, stored, and/or processed in any country in which MBO or its affiliates, suppliers, service providers and/or agents maintain facilities, including, but not limited to, the United States of America and the European Union.
$29k-45k yearly est. Auto-Apply 60d+ ago
Principal, Workday Integrations Engineer
Wellington Management 4.9
Remote job
About Us
Wellington Management offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our investment solutions, tailored to the unique return and risk objectives of institutional clients in more than 60 countries, draw on a robust body of proprietary research and a collaborative culture that encourages independent thought and healthy debate. As a private partnership, we believe our ownership structure fosters a long-term view that aligns our perspectives with those of our clients.
About the Role
OVERVIEW
This is an exciting opportunity for an experienced Workday Integrations Engineer to join Wellington and play a key role in transforming our Human Resources and Financial systems. Our HR and Finance teams are modernizing business processes and technology platforms across areas such as core HCM, benefits, compensation, recruiting, talent management, payroll, banking and settlement, general ledger, accounts payable, procurement, projects, and expense management.
As a Workday Integrations Engineer, you will design, develop, and maintain integration solutions and complex reports in Workday for both HCM and Financials. This role is highly technical and hands-on, requiring expertise in Workday integration tools, strong problem-solving skills, and the ability to deliver robust solutions in a collaborative environment. The ideal candidate will also bring experience with global compliance requirements and Workday best practices.
RESPONSIBILITIES
Design, develop, test, and deploy new integrations and maintain existing ones using Workday Studio, Core Connectors, EIB, Document Transformation, and Orchestrate
Troubleshoot and resolve integration issues
Serve as a subject matter expert on high-impact projects from planning through stabilization
Ensure compliance with country-specific regulatory and statutory requirements in integration design
Participate in Workday-related projects involving integrations with third-party systems and banks, business process definitions, security, and reporting
Develop and maintain Workday Payroll PECI integrations for third-party payroll vendors, ensuring accurate and timely data exchange
Maintain tools and templates for each SaaS release/update and support regression and release management
Create and maintain technical specifications and support documentation
Build and maintain Workday dashboards, worklets, advanced and shared reports using Workday-delivered tools
Recommend design and implementation approaches for solutions related to HCM, Financials, Security, System Architecture, and Interfaces
QUALIFICATIONS
Minimum 5 years of Workday Integrations experience for Finance, Payroll and Benefits. Includes leading deployments and supporting post-production environments
Strong experience building custom integrations with third-party systems in HR and Finance domains (e.g., Payroll, Benefits, Talent, Recruiting, Banking, GL, AP, Procurement, Projects, Expense Management)
Hands-on expertise with Workday Studio (IDE), handling complex integration requirements, orchestration, error handling, critical and high-volume data feeds, and customized data formats
Workday Studio skills required include Java, web-service based integrations, XML/XSLT, and knowledge of Workday security and business objects
Hands-on expertise with EIB and Core Connectors
Proven track record in advanced Workday reporting
Experience developing Workday Payroll PECI integrations for external payroll providers
Deep knowledge of Workday's integration technology stack and complementary external systems in at least two HR or Finance areas
Ability to communicate effectively in a collaborative environment
Strong organizational skills with the ability to prioritize work, meet deadlines, and maintain high-quality standards with minimal supervision
Ability to apply knowledge of business and technology trends in ERP, HR, Finance, and Payroll to design effective integration solutions
Experience with Workday Extend and Workday Prism Analytics is preferred
Familiarity with Workday Prism Analytics is a plus
Not sure you meet 100% of our qualifications? That's ok. If you believe that you could excel in this role, we encourage you to apply and welcome a chance to review your background. We are dedicated to building and maintaining a diversified workforce and considering a broad array of candidates with a variety of skill, workplace experiences, and backgrounds.
As an equal opportunity employer, Wellington Management ensures that all qualified applicants will receive equal consideration for employment without regard to
race, color, sex, sexual orientation, gender identity, gender expression, religion, creed, national origin, age, ancestry, disability (physical or mental), medical condition, citizenship, marital status, pregnancy, veteran or military status, genetic information or any other characteristic protected by applicable law
. If you are a candidate with a disability, or are assisting a candidate with a disability, and require an accommodation to apply for one of our jobs, please email us at **********************************
.
At Wellington Management, our approach to compensation is designed to help us attract, inspire and retain the best talent in our industry. We strive to pay employees fairly and competitively across all levels and roles. Our approach to compensation considers all aspects of total compensation; all employees are eligible to receive salary, variable compensation, and benefits. The base salary range for this position is:
USD 90,000 - 180,000
This range takes into account the wide range of factors that are considered when making compensation decisions, including but not limited to skill sets; role; skills and experience; certifications; and education. This range is an estimate, and further details on salary and total compensation aspects will be shared with candidates during the recruitment process.
Base salary is only one component of Wellington's total compensation approach. Other rewards may include a discretionary Corporate Bonus and/ or Incentives, if eligible. In addition, we offer a comprehensive and high value benefit package to meet the unique needs of our employees and their families, and we are committed to fostering a flexible work environment that enables employees to thrive personally and professionally. Examples of our benefits include retirement plan, health and wellbeing, dental, vision, and pharmacy coverage, health savings account, flexible spending accounts and commuter program, employee assistance program, life and disability insurance, adoption assistance, back-up childcare, tuition/CFA reimbursement and paid time off (leave of absence, paid holidays, volunteer, sick and vacation time)
We believe that in person interactions inspire and energize our community and are essential to our culture. In support of this commitment, our employees work from our offices 4 days a week with flexibility to work remotely 1 day a week. We believe that this approach ultimately supports our mission to deliver investment excellence to our clients and their beneficiaries over the long term.
$89k-122k yearly est. Auto-Apply 13d ago
Program Specialist
MBO Partners 4.7
Remote or Ashburn, VA job
The Role: Program Specialist
Working Hours: This position is expected to work East Coast hours. Preference will be given to candidates who live on the East Coast.
Who are we?
At MBO we give people the control to do the work they love the way they want.
We're leading the future of work by building a best-in-class platform for independent professionals and leading enterprise organizations. MBO Partners is a deep job platform that connects and enables independent professionals and micro-business owners to do business safely and effectively with enterprise organizations. While we've been in business for more than 20 years, we treat each day as an opportunity to help innovate, collaborate, and shape the future of work for our enterprise and independent clients.
By joining our team, you're helping build and lead the next way of working and contributing directly to our platform roadmap and vision.
Why should you apply?
If you're looking for a place to expand your skills and grow your experience, this position offers an opportunity for individuals who love working with a team in a fast-paced and evolving environment, are cool under pressure, love feedback, take challenges head-on and strive for perfection in everything they do.
Here are some details you're probably wondering about.
What will you be doing
As an MBO Client Services Program Specialist, you are responsible for building and maintaining positive relationships with enterprise clients in support of their business objectives related to engaging a contingent workforce and serving as the first line of service for client operational needs. You'll work hand-in-glove with the account management team (sell/grow responsibilities) to ensure all operational components of MBO's commitment to the client experience are achieved (run/optimize responsibilities). This role provides daily consultative support to MBO's clients and their independent contractors throughout the onboarding and project life cycle, including the management of daily client correspondence related to invoicing, escalations and enrollment transactions, talent terminations, and any interdepartmental activity management.
This position offers an opportunity for individuals who have a passion for driving client results to collaborate with a cross-functional team in a fast-paced and constantly evolving environment - a team that embraces a growth mindset and ownership culture, focused on solutions that deliver value for enterprise clients, talent, and MBO. Develop and maintain relationships with key account stakeholders to ensure the success and growth of client programs
Identify client needs and requirements and recommend suitable solutions
Serve as the liaison between the Client, MBO Onboarding Specialists, and Account Management to create and sustain a differentiated client experience through operational excellence
Navigate the complex enrollment and compliance requirements associated with the engagement of a contingent workforce for our large enterprise client programs
Educate clients regarding specific enterprise program operational requirements to ensure efficient and timely completion of all processes
Collaborate with Account Management and Client Services Leadership to drive and support strategic initiatives to drive value for the client, including problem-solving for long-term impact and process redesign
Initiate and lead client and talent interactions related to operational processes on a regular basis (phone calls, video conferences)
Report weekly to enterprise stakeholders on enrollment statuses to isolate any issues or inconsistencies and proactively address delays
Guide client hiring managers and/or MSP providers on MBO processes, systems, and best practices
Support MBO Account Directors as they identify opportunities for account growth
Facilitate client program enhancements and assist with escalations to continually improve efficiencies and client satisfaction
Provide day-to-day consultative support and status updates to Enterprise Clients and internal MBO functional areas using internal tools and standard processes; provide well-written reports as required; be prepared to provide updates to senior leadership on an as-needed basis
Participate in the full life cycle of the MBO Client Services including both the Program Specialist and Onboarding Specialist roles; includes conducting personalized, consultative onboarding calls to determine which of MBO's services best fit an independent contactor's individual needs in terms of working as a traditional employee, sole-proprietor, or certified vendor
What do you need to stand out
Bachelor's degree or equivalent experience (Business, Psychology, Human Resources, Communications, Economics, Finance, or related field)
A minimum of 3 years of experience working in relationship management, customer service, human resources, or operations
Strong operational and organizational skills with proven attention to detail
Ability to quickly comprehend new concepts and drive them through to execution
Comfortable navigating different POVs and assisting Clients with the adoption of changes required to achieve their business objectives
Proven ability to manage multiple critical priorities simultaneously to achieve the defined outcome
Should be a self-motivated, resourceful team player with strong interpersonal skills and confidence
Excellent time management, verbal, and written communication skills.
A high degree of responsiveness and works with a sense of urgency
Great customer service and analytical skills with the ability to easily relate concepts to clients' environment and connect the bigger picture
Positive, professional & friendly demeanor
Ability to build rapport and relationships easily
Good stress tolerance and ability to maintain composure under pressure
Takes responsibility/ownership of both positive and negative outcomes
VMS, ATS, Background Screening system experience preferred
Here are just a few reasons that you will love working at MBO Partners
Remote work environment
Competitive base salary with opportunities for growth and development
Excellent medical, dental, and vision plans designed to support healthy lifestyles
401(k) retirement plan
Flexible Time Off - take time when you need it
Bonus opportunities
Wellness allowance
Culture based on trust, feedback, communication, success and fun
And, much, much more!
By applying for this position, you agree to the Terms and Conditions and Arbitration Agreement. You are directing MBO to disclose your personal information to those who may be interested in hiring or engaging with me. You acknowledge and understand that MBO will use your personal information as described in the If you are a resident of California, you understand and acknowledge that MBO will use your personal information as described here. You acknowledge and understand that MBO is an international company and your personal information can be transferred to, stored, and/or processed in any country in which MBO or its affiliates, suppliers, service providers and/or agents maintain facilities, including, but not limited to, the United States of America and the European Union.
$69k-103k yearly est. Auto-Apply 60d+ ago
Associate, Investment Engineering (Investment Data Management)
Dimensional Fund Advisors 4.4
Dimensional Fund Advisors job in Austin, TX
Notes to applicants:
Dimensional sees great value from collaborating in our offices and appreciates the benefits of flexibility. Most roles fit our office-first hybrid approach: We are together on our campuses Tuesdays, Wednesdays, and Thursdays and have the choice to work in the office or remotely, depending on what is best for that work day, on Mondays and Fridays. This approach maximizes in-person collaboration and interaction while simultaneously providing flexibility and applies to most roles globally with a few exceptions that require more or less time in the office. Please discuss with your Recruiter to confirm the details for this specific role.
Resumes and portfolios (when applicable) are required as part of your application. When applying from a mobile device or tablet, you may not be able to attach a resume. If you cannot include an attachment at the time of your application, you will receive a follow up email asking you to attach your resume from a computer.
Here at Dimensional, we strive to be an inclusive workplace for all. Even if you do not match every qualification listed, if you are interested in who we are, what we do, and why we do it, we suggest and encourage you to apply.
The use of Artificial Intelligence during interviews and skill testing is prohibited, unless Dimensional Fund Advisors has authorized such use.
If you require reasonable accommodation in completing this application, interviewing, or otherwise participating in the employee selection process, such accommodation is available upon request.
Job Description:
Dimensional's Investment Engineering department is responsible for ownership of investment data, which means managing data from acquisition through distribution, driving analysis to create information from data, and creating the information and analysis consumed by internal and external reports. Investment Engineering is a hub group touching numerous areas of the implementation of the investment process and interacting with most other departments within Dimensional.
The Investment Data Management team's primary responsibilities involve overseeing the incoming base-level data and the centralized management and distribution of investment data to Dimensional's internal Portfolio Management, Trading, and Reporting systems.
The Investment Data Management team seeks an Associate capable of supporting key initiatives underpinning our daily implementation process. This role will work within the Fixed Income Data team to analyze the quality of Fixed Income investment data within Dimensional, including security reference, prices, ratings, and all other data crucial to the investment process. They will be a subject matter expert in the team's existing data products and work to design new products. Success in this role will mean delivering clean, accurate data to internal as well as external clients in a timely manner, being creative at finding different ways to analyze and present relevant investment data and enhancing operational efficiencies at Dimensional to deliver value-added investment solutions to our clients.
Responsibilities:
Support Dimensional's Fixed Income investment processes by ensuring tools and systems are built with appropriate business logic.
Compile, cleanse, and manage large data sets from multiple sources to support investment systems.
Research and evaluate vendor data to assess quality and recommend optimal consumption patterns.
Conduct data analysis using SQL Server, Snowflake, and other structured/unstructured database technologies.
Partner with Portfolio Management to address portfolio construction questions and perform related analysis.
Collaborate with internal clients to gather and define requirements for core business systems, and then design, build, and test data pipelines in partnership with data engineer resources.
Assist in shaping data architecture for internal distribution of investment data, including defining and building data structures for end-user consumption.
Drive efficiency through automation, process design, and implementation.
Mentor and provide guidance to junior analysts, fostering skill development and knowledge-sharing across the team.
Qualifications:
Bachelor's degree in Finance, Accounting, Information Systems, Computer Science, Engineering, Business, or a related field. Master's degree and/or professional certifications (e.g. CFA) preferred.
3-5+ years of experience working with large investment datasets, performing quantitative analysis, and leveraging SQL, Python, or similar data management tools.
Strongly preferred: experience working with Fixed Income data sets and vendor platforms (Bloomberg, Factset, Refinitiv, Morningstar, etc.).
Demonstrated interest and passion for financial markets.
Experience working in Agile/Scrum teams, writing business requirements, and communicating effectively with software engineers.
Self-starter with proven ability to manage multiple projects and meet deadlines.
Strong analytical and quantitative problem-solving skills.
Attention to detail with the ability to connect findings to broader objectives and goals.
Excellent communication skills with the ability to convey complex ideas and bridge investment professionals and engineering teams.
Dimensional offers a variety of programs to help take care of you, your family, and your career, including comprehensive benefits, educational initiatives, and special celebrations of our history, culture, and growth.
It is the policy of the Company to provide equal opportunity for all employees and applicants. The Company recruits, hires, trains, promotes, compensates, and administers all personnel actions without regard to actual or perceived race, color, religion, religious practice, creed, sex, sex stereotyping, pregnancy (which includes pregnancy, childbirth, and medical conditions related to pregnancy, childbirth, or breastfeeding), caregiver status, gender, gender identity, gender expression, transgender identity, national origin, age, mental or physical disability, ancestry, medical condition, marital status, familial status, domestic partnership status, military or veteran status or service, unemployment status, citizenship status or alienage, sexual orientation, status as a victim of domestic violence, status as a victim of stalking, status as a victim of sex offenses, genetic information, political activities or recreational activities, arrest or conviction record, salary history, natural hairstyle or any other status protected by applicable law except as otherwise required or permitted by law or regulation applicable to the Company or its affiliates.
$79k-117k yearly est. Auto-Apply 14d ago
Summer 2026 Real Estate Data Science Intern
Invesco 4.6
Dallas, TX job
As one of the world's leading independent global investment firms, Invesco is dedicated to rethinking possibilities for our clients. By delivering the combined power of our distinctive investment management capabilities, we provide a wide range of investment strategies and vehicles to our clients around the world. If you're looking for challenging work, intelligent colleagues, and exposure across a global footprint, come explore your potential at Invesco.
What's in it for you?
Our people are at the very core of our success. Invesco employees get more out of life through our benefit and perk offerings including:
Company networking events with other interns
Peer Sponsor Program
Leadership Connection series
Virtual Lunch and Learns
Invesco Cares volunteer events
Complimentary coffee and snacks
401(K) matching of 100% up to the first 6% with a discretionary supplemental contribution
Job Description
What you can expect as a data science intern:
An introduction to Invesco Real Estate, its employees, history, philosophy, and all aspects of its business divisions by working alongside experienced professionals in their respective specialties.
Exposure to the complex real world of data science and analytics, how to navigate data challenges, create useful models, and learn the important skill of explaining data and models to business colleagues.
An introduction to private real estate investment, and how data science and analytics is integrated into the process.
Key Responsibilities:
Working with Data Scientists and Data Analysts to create value out of data. This could include:
Data Engineering: Helping with data querying, wrangling, transformations, exploratory data analysis (EDA), and feature discovery.
Statistical Modeling: Helping to create machine learning models for various finance & real estate use cases.
Data Visualization: Working on graphs, charts, BI tools, or other ways of displaying findings from models and research, ensuring they are useful to our colleagues.
Using data to help drive investment strategy. This could mean working on projects that impact:
Macroeconomic assumptions
Portfolio composition
Buy/Hold/Sell decisions
Market/Sector convictions
And more
Complete ad hoc analysis or work on longer term projects.
What you get
A Launchpad for Your Career - Get ready to build real skills and set yourself up for a future at Invesco (and beyond).
Your Own Mentor - You'll be paired with a mentor who's got your back, answers your questions, and helps you navigate your summer.
Intern Community - Join a crew of fellow interns to collaborate, share ideas, and get to know-both in and out of the office.
Pathway to Future Opportunities - Nail your internship, and you could be eligible for a full-time offer to join our Early Career Program after graduation!
Real Experience, Real Impact - Work on meaningful projects, learn from our team, and see what it's like to work at a global investment firm.
Minimum Qualifications
Currently enrolled in a bachelor's degree program in a quantitative field and be a rising Junior graduating by summer of 2027
Minimum GPA of 3.2 on a 4.0 scale
Must be able to create data-driven insights using an analytical programming language (strong preference for Python or R)
Coding experience is a must using analytical language
Should have a strong desire to learn and grow; data science is an ever-evolving field
Critical thinking and creative problem-solving skills are crucial
Must be able to work well with a team; being positive and empathetic goes a long way
Strong analytical and quantitative abilities, organizational skills, and attention to detail
Interest in finance, economics, and capital markets
Strong leadership, initiative, and interpersonal skills; entrepreneurial and creative mindset
Ability to manage multiple projects concurrently
High energy with an ability to work in a fast-paced environment
Must be authorized to work in the U.S. on a permanent basis. We do not offer any type of employment-based immigration sponsorship for this program. Invesco will not provide any assistance or sign any documentation in support of any other form of immigration sponsorship or benefit including optional practical training (OPT) or curricular practical training (CPT).
Relocation and housing will not be included if an offer is extended. This opportunity will be based in Dallas, TX.
Preferred Qualifications
Demonstrated curiosity about real estate, finance, economics, and/or capital markets
The above information on this description has been designed to indicate the general nature and level of work performed by employees within this role. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications required of employees assigned to this job. The job holder may be required to perform other duties as deemed appropriate by their manager from time to time.
Compensation for this position is $35/hr.
Full Time / Part TimeFull time Worker TypeStudent/Intern (Fixed Term) Job Exempt (Yes / No) NoWorkplace Model
Pursuant to Invesco's Workplace Policy, employees are expected to comply with the firm's most current workplace model, which as of October 1, 2025, includes spending at least four full days each week working in an Invesco office. This reflects our belief that spending time together in the office helps us build stronger relationships, collaborate more easily, and support each other's growth and development.
The above information on this description has been designed to indicate the general nature and level of work performed by employees within this role. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications required of employees assigned to this job. The job holder may be required to perform other duties as deemed appropriate by their manager from time to time.
Invesco's culture of inclusivity and its commitment to diversity in the workplace are demonstrated through our people practices. We are proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, creed, color, religion, sex, gender, gender identity, sexual orientation, marital status, national origin, citizenship status, disability, age, or veteran status. Our equal opportunity employment efforts comply with all applicable U.S. state and federal laws governing non-discrimination in employment.
$35 hourly Auto-Apply 14d ago
Infrastructure Cloud Engineer
Dimensional Fund Advisors 4.4
Dimensional Fund Advisors job in Austin, TX
Notes to applicants: * Dimensional sees great value from collaborating in our offices and appreciates the benefits of flexibility. Most roles fit our office-first hybrid approach: We are together on our campuses Tuesdays, Wednesdays, and Thursdays and have the choice to work in the office or remotely, depending on what is best for that work day, on Mondays and Fridays. This approach maximizes in-person collaboration and interaction while simultaneously providing flexibility and applies to most roles globally with a few exceptions that require more or less time in the office. Please discuss with your Recruiter to confirm the details for this specific role.
* Resumes and portfolios (when applicable) are required as part of your application. When applying from a mobile device or tablet, you may not be able to attach a resume. If you cannot include an attachment at the time of your application, you will receive a follow up email asking you to attach your resume from a computer.
* Here at Dimensional, we strive to be an inclusive workplace for all. Even if you do not match every qualification listed, if you are interested in who we are, what we do, and why we do it, we suggest and encourage you to apply.
* The use of Artificial Intelligence during interviews and skill testing is prohibited, unless Dimensional Fund Advisors has authorized such use.
* If you require reasonable accommodation in completing this application, interviewing, or otherwise participating in the employee selection process, such accommodation is available upon request.
Job Description:
About Dimensional:
Dimensional was built around a set of ideas bigger than the firm itself. With a confidence in markets, deep connections to the academic community, and a focus on implementation, we go where the science leads, and continue to pursue new insights, both large and small, that can benefit our clients.
The Technology Department at Dimensional leverages the rapidly evolving state of the art to engineer the platforms that power the innovative, research-driven financial and technical products to improve our client's financial lives. As a member of the Infrastructure Platform Team you will be a hands-on engineer for the core services utilized by every employee at Dimensional to communicate, coordinate, plan, and automate securely and reliably.
You may be a fit for this role if you:
* Are open-minded, curious, and resourceful
* Are passionate about/stay current with modern technologies
* Solve problems systematically and transparently
* Share ideas, solicit/integrate feedback, design and solve collaboratively
* Take a software engineering approach and demonstrate automation and security mindsets
What you might work on:
As a successful Infrastructure Engineer you will be analytical, detail oriented, focus on engineering and automation, and possess the capability to multi-task and problem solve. Additionally, you must be highly skilled in working with business users, external parties, and cross functional technology groups (Information Security, Network, Application Development, Service Desk, etc.). You will work on architecture, design, and implementation of scalable, secure, and high-performing Windows, Citrix, AWS, and Azure environments. Implementations within these areas will take a software engineering approach and emphasize automation, zero-configuration, and zero-trust. In addition, you will hand-off operational tasks involved with Windows, Citrix and Cloud Services to Dimensional's Infrastructure Operations team.
* Support, engineer, and administer large-scale on-premise and multi-cloud (hybrid) infrastructure, including identity and access management (IAM) systems.
* Develop and streamline processes using tools such as PowerShell, Bash, and/or Python to support automation and administration of Windows/Azure technologies including Security/Compliance tools.
* Align security, privacy, and operational requirements with practical, implementable engineering controls
* Collaborate with the Cybersecurity team to drive security initiatives in the hybrid infrastructure environment including threat management and Data Loss Prevention (DLP).
* Ensure appropriate systems monitoring, alerting and reporting is implemented and supported globally including uptime, performance, capacity, and utilization/show back.
* Drive the adoption and implementation of Infrastructure as Code (IaS) approaches and tools through advocacy, example, and mentorship.
The successful candidate will thrive in an environment with significant autonomy to design and solve problems by leveraging their awareness of the state of the art and adhering to security and software standards and best practices.
Qualifications:
* Bachelor's or Master's degree in Computer Science, Information Technology, or a related field (or equivalent work experience.)
* 5+ years Microsoft Windows experience encompassing requirements development, systems design and analysis, systems integration, and product verification and validation.
* 5+ years' experience adopting Azure/AWS cloud methodologies including implementing, supporting and evolving enterprise scale identity management, hybrid environments, and automation solutions.
* Demonstrated expertise in Infrastructure as Code (IaC) approaches and solutions.
* Hands-on experience with Citrix Virtual Apps and Desktop 7.x / DAAS / Gateway / NetScaler
* Demonstrated proficiency with DevOps principles and automation/scripting tools including Python, PowerShell, Azure CLI, Terraform, and ARM templates.
* Hands-on experience in Active Directory, DNS, networking, virtualization, and containerization technologies.
* Comprehensive knowledge of Citrix Virtual Apps and Desktop 7.x / DAAS / Gateway / NetScaler and for provisioning MCS.
* Hands-on experience with Entra (Azure AD), Azure/AWS Networking, Azure/AWS Cloud Security, and other Azure/AWS services
* Experience with planning, design, deployment, configuration, and optimization of data loss prevention (DLP) and other security capabilities.
* Experienced in designing and implementing highly resilient and reliable solutions within complex hybrid environments.
* Experience in customer-facing roles with demonstrated capability in clearly presenting thoughts and ideas to audiences of various size, seniority, and technical knowledge level.
Preferred Competencies:
* Certification in one or more of the following
* Microsoft Certified: Azure Solutions Architect Expert
* Microsoft Certified: Azure Administrator Associate
* Microsoft Certified: Azure Network Engineer
* Microsoft Certified: Windows Server Hybrid Administrator Associate
* Microsoft Certified: Microsoft 365 Administrator
* AWS Solutions Architect
* AWS Cloud DevOps Engineer
* ITIL or other relevant certifications
Dimensional offers a variety of programs to help take care of you, your family, and your career, including comprehensive benefits, educational initiatives, and special celebrations of our history, culture, and growth.
It is the policy of the Company to provide equal opportunity for all employees and applicants. The Company recruits, hires, trains, promotes, compensates, and administers all personnel actions without regard to actual or perceived race, color, religion, religious practice, creed, sex, sex stereotyping, pregnancy (which includes pregnancy, childbirth, and medical conditions related to pregnancy, childbirth, or breastfeeding), caregiver status, gender, gender identity, gender expression, transgender identity, national origin, age, mental or physical disability, ancestry, medical condition, marital status, familial status, domestic partnership status, military or veteran status or service, unemployment status, citizenship status or alienage, sexual orientation, status as a victim of domestic violence, status as a victim of stalking, status as a victim of sex offenses, genetic information, political activities or recreational activities, arrest or conviction record, salary history, natural hairstyle or any other status protected by applicable law except as otherwise required or permitted by law or regulation applicable to the Company or its affiliates.
$81k-107k yearly est. Auto-Apply 60d+ ago
Let's begin! Data Scientist Intern - Cyber Credit Risk
Moody's Corporation 4.9
Paris, TX job
At Moody's, we unite the brightest minds to turn today's risks into tomorrow's opportunities. We do this by striving to create an inclusive environment where everyone feels welcome to be who they are-with the freedom to exchange ideas, think innovatively, and listen to each other and customers in meaningful ways. Moody's is transforming how the world sees risk. As a global leader in ratings and integrated risk assessment, we're advancing AI to move from insight to action-enabling intelligence that not only understands complexity but responds to it. We decode risk to unlock opportunity, helping our clients navigate uncertainty with clarity, speed, and confidence.
If you are excited about this opportunity but do not meet every single requirement, please apply! You still may be a great fit for this role or other open roles. We are seeking candidates who model our values: invest in every relationship, lead with curiosity, champion diverse perspectives, turn inputs into actions, and uphold trust through integrity.
Skills and Competencies
* Proven track record of successfully delivering insights from analyses of complex datasets
* Expertise in Python and SQL
* Knowledge of Git and collaboration principles
* Experience in data analysis, machine learning and natural language processing, with a strong knowledge of algorithms and principles
* Excellent communication and presentation skills, with the ability to explain complex analytical concepts to people from other fields
* Ability to work with limited support and thrive in a fast-paced environment, with accountability to clear targets, deadlines and outcomes
* Previous experience in cybersecurity, corporate finance or debt markets is a plus
* Demonstrated proficiency in artificial intelligence concepts, with hands-on experience using AI tools to streamline workflows and enhance operational efficiency
* Proven ability to implement AI-powered solutions to solve business challenges
* Demonstrates a growing awareness of AI risk management and a commitment to responsible and ethical AI use
Education
* Currently pursuing a Master's degree in Data Science, Computer Science, Statistics, Mathematics, or a related quantitative field
* Candidates pursuing a Diplôme d'Ingénieur are also eligible
* Ability to complete a 6-month internship starting February/March 2026
Responsibilities
The Cyber Credit Risk team collaborates closely with AI analytics, technology teams, rating and research teams, and other departments. As a member of the Cyber Credit Risk team, the Data Scientist Intern will help develop frameworks and tools to identify cyber signals impacting credit. They will gather relevant cyber and financial data, extract signals, build data pipelines and models, and create solutions that turn quantitative predictions into actionable insights for the business and market participants.
* Building solutions to extract meaningful signals from diverse cyber and financial data sources
* Selecting and training machine learning models for predictive analytics, sometimes with relatively small and unbalanced datasets
* Designing explainability tools understandable by non-data scientists
* Collaborating with tech teams to create data ingestion pipelines connected to sources spread across different parts of the organization and delivered in varying formats
* Communicating results to business stakeholders and decision-makers
* Collaborating with subject matter experts from ratings and research teams to incorporate fundamental expertise into data models
* Staying current with the latest research and technology developments across cybersecurity, finance, and AI domains
Moody's is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, protected veteran status, sexual orientation, gender expression, gender identity or any other characteristic protected by law.
Candidates for Moody's Corporation may be asked to disclose securities holdings pursuant to Moody's Policy for Securities Trading and the requirements of the position. Employment is contingent upon compliance with the Policy, including remediation of positions in those holdings as necessary.
Zippia gives an in-depth look into the details of Dimensional Fund Advisors, including salaries, political affiliations, employee data, and more, in order to inform job seekers about Dimensional Fund Advisors. The employee data is based on information from people who have self-reported their past or current employments at Dimensional Fund Advisors. The data on this page is also based on data sources collected from public and open data sources on the Internet and other locations, as well as proprietary data we licensed from other companies. Sources of data may include, but are not limited to, the BLS, company filings, estimates based on those filings, H1B filings, and other public and private datasets. While we have made attempts to ensure that the information displayed are correct, Zippia is not responsible for any errors or omissions or for the results obtained from the use of this information. None of the information on this page has been provided or approved by Dimensional Fund Advisors. The data presented on this page does not represent the view of Dimensional Fund Advisors and its employees or that of Zippia.
Dimensional Fund Advisors may also be known as or be related to Dimensional Fund Advisors.