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Operations Associate jobs at Equity Trust - 196 jobs

  • Admin Operations Coordinator

    Kelly 4.1company rating

    Columbus, OH jobs

    This position provides clerical and administrative support to the Gas Operations Integration Center, ensuring timely and accurate preparation of work while supporting a highly efficient, team-oriented environment. The role is responsible for applying, receiving, distributing, communicating, and executing permits; supporting the One Call process; managing site readiness details; and creating, updating, and executing WMS/DIS order types. Additional responsibilities include utilizing PC applications such as Word, Excel, and PowerPoint, managing email communications through Lotus Notes, preparing correspondence, supporting office administration, handling customer complaints, and delivering excellent internal and external customer service through effective communication and teamwork.
    $30k-41k yearly est. 3d ago
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  • Branch Operations Specialist

    Civista Bank 3.9company rating

    Sandusky, OH jobs

    A Branch Operations Specialist (BOS) is responsible for making sure that all employees adhere to branch operations guidelines as well as ensure all systems operate smoothly and efficiently according to established policy and procedures. The BOS is also responsible for creating an exceptional customer experience through their knowledge of available products and services. The BOS demonstrates Civista Bank's mission to improve the financial lives of our employees and shareholders, to make a difference in the communities that we serve. KEY ACCOUNTABILITIES, RESPONSIBILITIES, AND EXPECTATIONS: Ensure operational tasks are followed & completed daily by all Branch employees. Responsible for the retention of operational materials as well as managing audits to ensure operational soundness. Create an exceptional customer experience daily by processing transactions, building relationships, assessing needs, recommending products, and referring partners to our customers, thus growing the bank. Developing an expansive knowledge of products and services to fulfill customer needs and solve problems daily. Execute customer requests with speed and accuracy. Understanding all aspects of consumer lending in daily and weekly activities; building customer trust and managing relationships through the life of the lending process. Constant, consistent communication internally and externally to provide an outstanding customer experience. Adhering to regulations, following policies and procedures to ensure safety and soundness of customers and the bank. Dedication to daily personal growth through active learning, adapting to new procedures and systems, and refining skills to grow the organization, and the team. Understand and encourage the use of technology in every day banking interactions, including teaching customers how to use technology, mobile banking, P2P, online banking etc. Requirements: QUALIFICATIONS, KNOWLEDGE AND SKILLS: Minimum 2 or 3 years' experience in branch banking environment. Must be knowledgeable in all areas of operations; including customer service, new accounts, and lending. Excellent oral, written and presentation skills Detail oriented with the ability to work under deadlines with frequent interruptions. Associate's Degree preferred. High School diploma or equivalent required. PHYSICAL REQUIREMENTS: Work involves eye strain due to the constant use of computer screens, reading of reports and so forth. Work involves being able to concentrate on the matter at hand, under sometimes distracting work conditions. Work involves lifting and moving objects up to 50 lbs. Work involves ability to read, hear, write, and communicate professionally both in person and via telephone, and sitting for long periods at a time. Work involves some travel to attend meetings, training, and so forth. EOE - Race/Sex/Disability/Veteran This Position Description is not a complete statement of all duties and responsibilities comprising this position. Nothing in this restricts management's right to assign or reassign duties and responsibilities to this position at any time. Please see job description PI280794968 Job distributed by JobTarget.
    $60k-92k yearly est. 2d ago
  • BlackRock Active Investment Stewardship Operations - Associate

    Blackrock 4.4company rating

    New York, NY jobs

    About this role BlackRock Active Investment Stewardship (BAIS) is a specialist team within the active investment business and manages BlackRock's (BLK) stewardship engagement and voting on behalf of clients invested in active strategies globally. The team sits within BLK's Portfolio Management Group (PMG). BAIS activities are informed by our Global Engagement and Voting Guidelines and insights from active investment analysts and portfolio managers, excluding index equity, with whom we work closely in engaging companies. Position Overview The BAIS Operations Associate will be responsible for promoting sound corporate governance as an informed, engaged shareholder on behalf of clients invested in active strategies. They will be responsible for supporting the BAIS proxy voting platform by onboarding new accounts for voting, implementing control processes, and generating reports. As part of a new team at BlackRock, the role will have opportunities to develop and contribute toward strategic projects aimed at enhancing BAIS operational processes and procedures to ensure BAIS delivers best-in-class stewardship for BLK clients. The BAIS Operations Associate will report to the Head of BAIS Operations. Key Responsibilities Support the implementation of operational processes and procedures of the BAIS proxy voting platform. Develop expertise of the proxy voting infrastructure and troubleshoot where necessary with third-party vendors, custodians, and/or other stakeholders. Develop expertise in the interaction of the third-party proxy voting platform and BlackRock internal systems. Partner with BAIS voting analysts, portfolio managers, and other internal stakeholders across the active platform and across the shared platform such as Securities Lending and Client Reporting to support the BAIS proxy voting platform. Partner with portfolio onboarding to ensure proper set-up of new portfolios for proxy voting. Support and enhance client reporting of BAIS proxy voting activity. Maintain and enhance the BAIS operational environment to ensure regulatory and client obligations are met. Implement standardized control and reconciliation processes. Support ad hoc requests within the scope of BAIS operations as needed for clients or other internal stakeholders. Key Qualifications An undergraduate degree in finance, economics, accounting, or other relevant field. A minimum two to four years of experience, preferably in an operational role. A keen interest in corporate governance and proxy voting. Collaborative with strong interpersonal skills to build and maintain relationships internally and with external parties. Strong verbal and written communication skills. Strong work ethic with the ability to prioritize, analyze, and resolve complex issues independently while paying consistent attention to detail. Demonstrated problem-solving and project management skills. Strong proficiency in Microsoft Office, including Word, Excel, and PowerPoint Experience working with corporate governance data is a plus. Experience with SQL or Python is a plus. For New York, NY Only the salary range for this position is USD$105,000.00 - USD$137,500.00 . Additionally, employees are eligible for an annual discretionary bonus, and benefits including healthcare, leave benefits, and retirement benefits. BlackRock operates a pay-for-performance compensation philosophy and your total compensation may vary based on role, location, and firm, department and individual performance. Our benefits To help you stay energized, engaged and inspired, we offer a wide range of benefits including a strong retirement plan, tuition reimbursement, comprehensive healthcare, support for working parents and Flexible Time Off (FTO) so you can relax, recharge and be there for the people you care about. Our hybrid work model BlackRock's hybrid work model is designed to enable a culture of collaboration and apprenticeship that enriches the experience of our employees, while supporting flexibility for all. Employees are currently required to work at least 4 days in the office per week, with the flexibility to work from home 1 day a week. Some business groups may require more time in the office due to their roles and responsibilities. We remain focused on increasing the impactful moments that arise when we work together in person - aligned with our commitment to performance and innovation. As a new joiner, you can count on this hybrid model to accelerate your learning and onboarding experience here at BlackRock. About BlackRock At BlackRock, we are all connected by one mission: to help more and more people experience financial well-being. Our clients, and the people they serve, are saving for retirement, paying for their children's educations, buying homes and starting businesses. Their investments also help to strengthen the global economy: support businesses small and large; finance infrastructure projects that connect and power cities; and facilitate innovations that drive progress. This mission would not be possible without our smartest investment - the one we make in our employees. It's why we're dedicated to creating an environment where our colleagues feel welcomed, valued and supported with networks, benefits and development opportunities to help them thrive. For additional information on BlackRock, please visit @blackrock | Twitter: @blackrock | LinkedIn: ********************************** BlackRock is proud to be an equal opportunity workplace. We are committed to equal employment opportunity to all applicants and existing employees, and we evaluate qualified applicants without regard to race, creed, color, national origin, sex (including pregnancy and gender identity/expression), sexual orientation, age, ancestry, physical or mental disability, marital status, political affiliation, religion, citizenship status, genetic information, veteran status, or any other basis protected under applicable federal, state, or local law. View the EEOC's Know Your Rights poster and its supplement and the pay transparency statement. BlackRock is committed to full inclusion of all qualified individuals and to providing reasonable accommodations or job modifications for individuals with disabilities. If reasonable accommodation/adjustments are needed throughout the employment process, please email Disability.Assistance@blackrock.com. All requests are treated in line with our . BlackRock will consider for employment qualified applicants with arrest or conviction records in a manner consistent with the requirements of the law, including any applicable fair chance law.
    $105k-137.5k yearly Auto-Apply 24d ago
  • Associate, Investment Operations Associate

    Blackrock 4.4company rating

    Philadelphia, PA jobs

    **About this role** BlackRock SMA Solutions helps clients customize portfolios for unique tax, values-alignment, or investment exposures across direct indexing, fixed income, active equity, and multi-asset. We deliver world-class service to all of our clients, from wealth advisors to family offices to endowments and foundations. **About the Role** BlackRock SMA Solutions empowers clients to customize portfolios for tax efficiency, values alignment, and unique investment exposures across direct indexing, fixed income, active equity, and multi-asset strategies. We serve a diverse client base from wealth advisors and family offices to endowments and foundations. As we continue expanding globally, we're seeking an Investment Operations Associate who can support middle office functions for our tax managed strategies. **Responsibilities** - Perform daily cash and position reconciliation of several thousand separately managed accounts. - Collaborate with custodians, brokers, and internal partners to resolve issues related to daily processes, daily data delivery, trade settlement, and security setup. - Work on projects to streamline operations, automate processes, and reduce errors. - Monitor the posting of corporate actions and trades in our internal portfolio accounting system. - Respond to various internal and external client inquiries and requests. - Set up new custodians, platforms, and interfaces. - Ensure continuous process optimization and improvements are in place for a best controlled, risk handled, and scalable operations service team. - Other duties as assigned. **Requirements** - Bachelor's degree required. Preferably in business, math, finance or related fields. - 2-5 years of experience in operations at an investment management firm. - Background in portfolio accounting and middle office functions is a must. - Experience in working with long short strategies is preferred. - Track record of working in teams to support operational processes. - Proven ability to build strong relationships with senior management, key clients, and internal/external stakeholders (e.g. Portfolio Managers, Custodians, Brokers). - Exceptional attention to detail and problem solving abilities. - Strong proficiency in Microsoft Excel (VLOOKUP, pivot table, formula driven data scrubbing, VBA) is a plus. - Ability to operate/prioritize effectively and adhere to tight deadlines. - Demonstrated ability to be flexible and adapt to changing circumstances. For Philadelphia, PA Only the salary range for this position is USD$95,000.00 - USD$127,500.00 . Additionally, employees are eligible for an annual discretionary bonus, and benefits including healthcare, leave benefits, and retirement benefits. BlackRock operates a pay-for-performance compensation philosophy and your total compensation may vary based on role, location, and firm, department and individual performance. **Our benefits** To help you stay energized, engaged and inspired, we offer a wide range of benefits including a strong retirement plan, tuition reimbursement, comprehensive healthcare, support for working parents and Flexible Time Off (FTO) so you can relax, recharge and be there for the people you care about. **Our hybrid work model** BlackRock's hybrid work model is designed to enable a culture of collaboration and apprenticeship that enriches the experience of our employees, while supporting flexibility for all. Employees are currently required to work at least 4 days in the office per week, with the flexibility to work from home 1 day a week. Some business groups may require more time in the office due to their roles and responsibilities. We remain focused on increasing the impactful moments that arise when we work together in person - aligned with our commitment to performance and innovation. As a new joiner, you can count on this hybrid model to accelerate your learning and onboarding experience here at BlackRock. **About BlackRock** At BlackRock, we are all connected by one mission: to help more and more people experience financial well-being. Our clients, and the people they serve, are saving for retirement, paying for their children's educations, buying homes and starting businesses. Their investments also help to strengthen the global economy: support businesses small and large; finance infrastructure projects that connect and power cities; and facilitate innovations that drive progress. This mission would not be possible without our smartest investment - the one we make in our employees. It's why we're dedicated to creating an environment where our colleagues feel welcomed, valued and supported with networks, benefits and development opportunities to help them thrive. For additional information on BlackRock, please visit @blackrock (****************************** | Twitter: @blackrock (****************************** | LinkedIn: ********************************** BlackRock is proud to be an equal opportunity workplace. We are committed to equal employment opportunity to all applicants and existing employees, and we evaluate qualified applicants without regard to race, creed, color, national origin, sex (including pregnancy and gender identity/expression), sexual orientation, age, ancestry, physical or mental disability, marital status, political affiliation, religion, citizenship status, genetic information, veteran status, or any other basis protected under applicable federal, state, or local law. **View the** **EEOC's Know Your Rights poster and its supplement (************************************************************************************************************ **and the** **pay transparency statement (************************************************************************************************* **.** BlackRock is committed to full inclusion of all qualified individuals and to providing reasonable accommodations or job modifications for individuals with disabilities. If reasonable accommodation/adjustments are needed throughout the employment process, please email Disability.Assistance@blackrock.com . All requests are treated in line with our privacy policy (**************************************************************************************** . BlackRock will consider for employment qualified applicants with arrest or conviction records in a manner consistent with the requirements of the law, including any applicable fair chance law.
    $95k-127.5k yearly 10d ago
  • Financial Operations Associate

    Ascensus 4.3company rating

    Remote

    Ascensus is the leading independent technology and service platform powering savings plans across America, providing products and expertise that help nearly 16 million people save for a better today and tomorrow. This position will be responsible for day-to-day handling of various financial operations activities including but not limited to: quarterly automated Recordkeeping, RIA, and TPA payment processing and distribution, RIA database oversight and management, Government Savings billings, Managed accounts, Newport Insurance tasks, Subta billing, AFCA deposit and Fee equalization process. Section 2: Job Functions, Essential Duties and Responsibilities Owner of the quarterly and monthly automated RIA & TPA fee process. Responsibilities include payment processing, research and correction of errors / variances, trade confirmation, and payment instruction delivery to the Trust. Respond and / or resolve RIA / TPA related issues, questions, and inquiries. Coordinate custom reporting and delivery of RIA information to various firms. Submit RK HD tickets needed for fee enhancements, research and/or reporting. Maintenance and compliance of Credit Memo and RK Loss databases according to published Table of Authority (TOA) Oversight of the Managed account and Fiduciary service product process. Monthly allocation of fund revenue (SubTA & 12b1's) into plan holding accounts and manage participant fee equalization process. QC quarterly wrap fee calculation. Create invoices and post outgoing wires using various annual, quarterly, and month end journal entries for Government Saving contracts. Monthly reconciliation of billed revenue, insurance and mutual fund commissions. Coordinate the release of monthly or quarterly payments to third parties. Dashboard Reporting & QC of RIA Payments Work closely with the Strategic Business Consultant team and client service to answer questions and ensure a positive advisor payment experience. Ability to successfully prioritize and balance multiple projects concurrently. Assist with other tasks and projects as assigned. Our I-Client service philosophy and our Core Values of People Matter, Quality First and Integrity Always should be visible in your actions on a day-to-day basis showing your support of our organizational culture. Supervision N/A Section 3: Experience, Skills, Knowledge Requirements PC skills in Excel, Word, and PowerPoint. Access a plus. Strong written and verbal communication skills. Ability to handle multiple priorities Bachelor's degree in accounting or finance preferred. For all virtual remote positions, in order to ensure associates can effectively perform their job duties with no distractions, we require an uninterrupted virtual work space and there is also an expectation of family care being in place during business hours. Additionally, there is an internet work speed requirement of 25 Mbps or better for individual use. If more than one person is utilizing the same internet connection in the same household or building, then a stronger connection is required. If you are unsure of your internet speed, please check with your service provider. Note: For call center roles specifically, it is a requirement to either hardwire your equipment directly to the internet router or ensure your workstation is in close proximity to the router. Please ensure that you are able to meet these expectations before applying. We are proud to be an Equal Opportunity Employer Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate ****************** ****************** email addresses. We will never ask you for payment or require you to purchase any equipment. If you are suspicious or unsure about validity of a job posting, we strongly encourage you to apply directly through our website.
    $67k-110k yearly est. Auto-Apply 5d ago
  • PGIM Quantitative Solutions - Investment Operations Associate

    PGIM 4.5company rating

    Newark, NJ jobs

    Job Classification: Investment Management - Investment Operations A GLOBAL FIRM WITH A DIVERSE & INCLUSIVE CULTURE As the Global Asset Management business of Prudential, we're always looking for ways to improve financial services. We're passionate about making a meaningful impact - touching the lives of millions and solving financial challenges in an ever-changing world. We also believe talent is key to achieving our vision and are intentional about building a culture on respect and collaboration. When you join PGIM, you'll unlock a motivating and impactful career - all while growing your skills and advancing your profession at one of the world's leading global asset managers! If you're not afraid to think differently and challenge the status quo, come and be a part of a dedicated team that's investing in your future by shaping tomorrow today. At PGIM, You Can! What you will do: The associate will have daily contact with various operations groups within PGIM Quantitative Solutions (PQS), as well as the portfolio management team, client services and numerous other internal and external stakeholders. The associate will be responsible for working through exception reporting, processing corporate events, short-term daily deliverables and email requests. The PQS corporate actions and pricing team utilizes multiple vendor solutions and applications to complete daily tasks. Each set of tasks is completed by one of several associates. This role is within a group that is team oriented and the applicant will be expected to be able to work well within that dynamic. What you can expect: Day-to-day management of the trade processing workflow Review and resolve trade discrepancies with brokers and custodians, gain agreement on all trade details (financial info as well as settlement info) Confirm any necessary adjustments/corrections with Traders and process trade corrections as needed Ensure all trades are settled by market deadlines on settlement date, with particular emphasis on sensitive markets and short-settlement trades. Handle incoming email issues; resolve or route accordingly Monitor all trade processing in our Trade Order Management system Post all cash adjustments and flows accurately and timely based on days cash package reconciliations. Build and maintain collaborative relationships with internal and external parties Follow-up on issues as related to assignments Assist with ad hoc projects Monthly Nav reconciliations to Fund Accountant or Custodians What you will bring: BA/BS degree, preferably in Finance/Economics/Accounting 1- 2 years of related experience in the accounting/operations area of the investment management industry preferred Proficient in MS Excel, with an ability to learn new systems Preferred knowledge of various AI platforms (Power BI, Co-Pilot, others) Basic Bloomberg knowledge Quantitative/Analytical skills During peak periods, the individual may be required to work after regular hours to get the job done What will set you apart? Excellent communication skills both verbal and written Detail Oriented Able to work in a team environment while taking individual responsibility for the quality and accuracy of his/her work Excellent time management skills; work efficiently under the pressure of deadlines PGIM believes in the Power of a Hybrid work arrangement. The Power of Hybrid is both the flexibility of work from home, as well as the networking and career development of in-person work with colleagues through weekly anchor day(s). This position will work a hybrid schedule in our Newark, NJ office. Note: Prudential is required by state specific laws to include the salary range for this role when hiring a resident in applicable locations. The salary range for this role is from $60,000 to $70,000. Specific pricing for the role may vary within the above range based on many factors including geographic location, candidate experience, and skills. Roles may also be eligible for additional compensation and/or benefits. Eligibility to participate in a discretionary annual incentive program is subject to the rules governing the program, whereby an award, if any, depends on various factors including, without limitation, individual and organizational performance. About PGIM Quantitative Solutions Group Our Business: PGIM Quantitative Solutions is the quantitative, multi-asset and liquid alternatives specialist of PGIM. For more than 45 years, PGIM Quant Solutions has helped investors around the world solve their unique needs by leveraging the power of technology and data as well as advanced academic research. PGIM Quant Solutions manages portfolios across equities, multi-asset and liquid alternatives and offers defined contribution solutions. For more information, please visit PGIM Quantitative Solutions #LI-MM1 What we offer you: Market competitive base salaries, with a yearly bonus potential at every level. Medical, dental, vision, life insurance, disability insurance, Paid Time Off (PTO), and leave of absences, such as parental and military leave. 401(k) plan with company match (up to 4%). Company-funded pension plan. Wellness Programs including up to $1,600 a year for reimbursement of items purchased to support personal wellbeing needs. Work/Life Resources to help support topics such as parenting, housing, senior care, finances, pets, legal matters, education, emotional and mental health, and career development. Education Benefit to help finance traditional college enrollment toward obtaining an approved degree and many accredited certificate programs. Employee Stock Purchase Plan: Shares can be purchased at 85% of the lower of two prices (Beginning or End of the purchase period), after one year of service. Eligibility to participate in a discretionary annual incentive program is subject to the rules governing the program, whereby an award, if any, depends on various factors including, without limitation, individual and organizational performance. To find out more about our Total Rewards package, visit Work Life Balance | Prudential Careers. Some of the above benefits may not apply to part-time employees scheduled to work less than 20 hours per week. Prudential Financial, Inc. of the United States is not affiliated with Prudential plc. which is headquartered in the United Kingdom. Prudential is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, ancestry, sex, sexual orientation, gender identity, national origin, genetics, disability, marital status, age, veteran status, domestic partner status, medical condition or any other characteristic protected by law. If you need an accommodation to complete the application process, please email accommodations.hw@prudential.com. If you are experiencing a technical issue with your application or an assessment, please email *************************************** to request assistance.
    $60k-70k yearly Auto-Apply 60d+ ago
  • Consultant - Operations Associate Organizing Resilience

    Amalgamated Foundation 4.5company rating

    Houston, TX jobs

    HOW TO APPLY Applications will be reviewed on a rolling basis and must be received by November 17, 2025. Applications received after the deadline may be reviewed dependent upon qualifications. Submit a resume and cover letter that demonstrates your understanding of the role and how your experience aligns with the contract deliverables. Applications will be considered on a rolling basis until the position is filled. To protect the integrity of our structure candidacy process, we kindly ask that all applicants do not call, email, or message our office or any member of the Organizing Resilience or Amalgamated Charitable Foundation (ACF) Team about this opportunity. ABOUT US The Amalgamated Foundation is a platform for progressive, social change philanthropy that manages more than 200 donor-advised funds and collaborative funds. Committed to innovation, the Foundation is uniquely nimble and efficient in forging connections between individual donors, institutional funders, and grantees. Organizing Resilience (OR) coordinates national and local expertise to develop the tools, talent, and networks that will allow movement organizations, the philanthropic community, and government leaders to respond to the humanitarian and political crises that unfold during and after moments of disaster. By pre-building key aspects of disaster response and networks across regions and sectors before crises surface OR connects resources to on-the-ground leaders where they will have an immediate and lasting impact. Organizing Resilience is a sponsored project of the Amalgamated Charitable Foundation. Contract: Operations Associate Location: Houston, TX (Hybrid - in-person at shared office space with some remote work flexibility, 20 hours a week on contract Pay: $30/hour Term: 6 Months Reports to: Operations Manager Contract Summary: Seeking a part time, short term, contracted Operations Associate to support high-priority internal systems and special projects under the direction of the Operations Manager. This contract will focus on logistics, data management, events, and creative resource development support, ensuring that day-to-day operations and coordination efforts executed in a timely and efficient manner. The ideal consultant is detail-oriented, proactive, and comfortable supporting multiple workstreams in a fast-paced, responsive environment. Experience and/interest in nonprofit operations, event management, and movement infrastructure is preferred. Core Duties and Deliverables1. Invoice & Data Management (35%) Track and log contractor invoices and reimbursements across operations. Maintain accurate and updated documentation of invoice history and expense categories. Manage and clean contact and email data lists across CRM and spreadsheets. Input and track data related to funders, grantees, organizational partners, and disaster-impacted communities. 2. Event & Logistical Support (30%) Coordinate logistics for virtual and in-person events (set-up, registrations, calendars, tech support) for upcoming events during term of contract. Provide day-of support for Zoom, Slack, and other tools during team gatherings or public events. Take meeting notes, track follow-ups, and ensure clear post-event documentation. 3. Graphic Design & Resource Creation (20%) Design flyers, one-pagers, and toolkits in Canva or Adobe. Update and format documents and materials for internal and external use. Assist in the layout and visual consistency of branded assets. 4. Administrative & Tech Operations (15%) Organize and maintain Google Drive folders and file naming conventions. Troubleshoot tech issues related to Zoom, Slack, and Google Workspace. Must-Have: Experience with Google Workspace, Slack, and Zoom. Strong comfort and experience with spreadsheets and data entry. Strong organizational skills and ability to manage multiple tasks simultaneously. Detail-oriented, proactive, and a strong problem solver. Familiarity with Canva and/or Adobe for basic design work. Proficiency in digital tools for scheduling, tracking, and managing event logistics. Nice-to-Have: Experience with CRM platforms (e.g. Bloomerang). Familiarity with mutual aid, community organizing, or disaster response. Experience working remotely on distributed teams. Knowledge of basic project or event planning workflows.
    $30 hourly Auto-Apply 60d+ ago
  • Consultant - Operations Associate Organizing Resilience

    Amalgamated Foundation 4.5company rating

    Houston, TX jobs

    Job Description HOW TO APPLY Applications will be reviewed on a rolling basis and must be received by November 17, 2025. Applications received after the deadline may be reviewed dependent upon qualifications. Submit a resume and cover letter that demonstrates your understanding of the role and how your experience aligns with the contract deliverables. Applications will be considered on a rolling basis until the position is filled. To protect the integrity of our structure candidacy process, we kindly ask that all applicants do not call, email, or message our office or any member of the Organizing Resilience or Amalgamated Charitable Foundation (ACF) Team about this opportunity. ABOUT US The Amalgamated Foundation is a platform for progressive, social change philanthropy that manages more than 200 donor-advised funds and collaborative funds. Committed to innovation, the Foundation is uniquely nimble and efficient in forging connections between individual donors, institutional funders, and grantees. Organizing Resilience (OR) coordinates national and local expertise to develop the tools, talent, and networks that will allow movement organizations, the philanthropic community, and government leaders to respond to the humanitarian and political crises that unfold during and after moments of disaster. By pre-building key aspects of disaster response and networks across regions and sectors before crises surface OR connects resources to on-the-ground leaders where they will have an immediate and lasting impact. Organizing Resilience is a sponsored project of the Amalgamated Charitable Foundation. Contract: Operations Associate Location: Houston, TX (Hybrid - in-person at shared office space with some remote work flexibility, 20 hours a week on contract Pay: $30/hour Term: 6 Months Reports to: Operations Manager Contract Summary: Seeking a part time, short term, contracted Operations Associate to support high-priority internal systems and special projects under the direction of the Operations Manager. This contract will focus on logistics, data management, events, and creative resource development support, ensuring that day-to-day operations and coordination efforts executed in a timely and efficient manner. The ideal consultant is detail-oriented, proactive, and comfortable supporting multiple workstreams in a fast-paced, responsive environment. Experience and/interest in nonprofit operations, event management, and movement infrastructure is preferred. Core Duties and Deliverables1. Invoice & Data Management (35%) Track and log contractor invoices and reimbursements across operations. Maintain accurate and updated documentation of invoice history and expense categories. Manage and clean contact and email data lists across CRM and spreadsheets. Input and track data related to funders, grantees, organizational partners, and disaster-impacted communities. 2. Event & Logistical Support (30%) Coordinate logistics for virtual and in-person events (set-up, registrations, calendars, tech support) for upcoming events during term of contract. Provide day-of support for Zoom, Slack, and other tools during team gatherings or public events. Take meeting notes, track follow-ups, and ensure clear post-event documentation. 3. Graphic Design & Resource Creation (20%) Design flyers, one-pagers, and toolkits in Canva or Adobe. Update and format documents and materials for internal and external use. Assist in the layout and visual consistency of branded assets. 4. Administrative & Tech Operations (15%) Organize and maintain Google Drive folders and file naming conventions. Troubleshoot tech issues related to Zoom, Slack, and Google Workspace. Must-Have: Experience with Google Workspace, Slack, and Zoom. Strong comfort and experience with spreadsheets and data entry. Strong organizational skills and ability to manage multiple tasks simultaneously. Detail-oriented, proactive, and a strong problem solver. Familiarity with Canva and/or Adobe for basic design work. Proficiency in digital tools for scheduling, tracking, and managing event logistics. Nice-to-Have: Experience with CRM platforms (e.g. Bloomerang). Familiarity with mutual aid, community organizing, or disaster response. Experience working remotely on distributed teams. Knowledge of basic project or event planning workflows. Powered by JazzHR rtk6WWgiuB
    $30 hourly 13d ago
  • BlackRock Active Investment Stewardship Operations - Associate

    Blackrock 4.4company rating

    Day, NY jobs

    About this role BlackRock Active Investment Stewardship (BAIS) is a specialist team within the active investment business and manages BlackRock's (BLK) stewardship engagement and voting on behalf of clients invested in active strategies globally. The team sits within BLK's Portfolio Management Group (PMG). BAIS activities are informed by our Global Engagement and Voting Guidelines and insights from active investment analysts and portfolio managers, excluding index equity, with whom we work closely in engaging companies. Position Overview The BAIS Operations Associate will be responsible for promoting sound corporate governance as an informed, engaged shareholder on behalf of clients invested in active strategies. They will be responsible for supporting the BAIS proxy voting platform by onboarding new accounts for voting, implementing control processes, and generating reports. As part of a new team at BlackRock, the role will have opportunities to develop and contribute toward strategic projects aimed at enhancing BAIS operational processes and procedures to ensure BAIS delivers best-in-class stewardship for BLK clients. The BAIS Operations Associate will report to the Head of BAIS Operations. Key Responsibilities Support the implementation of operational processes and procedures of the BAIS proxy voting platform. Develop expertise of the proxy voting infrastructure and troubleshoot where necessary with third-party vendors, custodians, and/or other stakeholders. Develop expertise in the interaction of the third-party proxy voting platform and BlackRock internal systems. Partner with BAIS voting analysts, portfolio managers, and other internal stakeholders across the active platform and across the shared platform such as Securities Lending and Client Reporting to support the BAIS proxy voting platform. Partner with portfolio onboarding to ensure proper set-up of new portfolios for proxy voting. Support and enhance client reporting of BAIS proxy voting activity. Maintain and enhance the BAIS operational environment to ensure regulatory and client obligations are met. Implement standardized control and reconciliation processes. Support ad hoc requests within the scope of BAIS operations as needed for clients or other internal stakeholders. Key Qualifications An undergraduate degree in finance, economics, accounting, or other relevant field. A minimum two to four years of experience, preferably in an operational role. A keen interest in corporate governance and proxy voting. Collaborative with strong interpersonal skills to build and maintain relationships internally and with external parties. Strong verbal and written communication skills. Strong work ethic with the ability to prioritize, analyze, and resolve complex issues independently while paying consistent attention to detail. Demonstrated problem-solving and project management skills. Strong proficiency in Microsoft Office, including Word, Excel, and PowerPoint Experience working with corporate governance data is a plus. Experience with SQL or Python is a plus. For New York, NY Only the salary range for this position is USD$105,000.00 - USD$137,500.00 . Additionally, employees are eligible for an annual discretionary bonus, and benefits including healthcare, leave benefits, and retirement benefits. BlackRock operates a pay-for-performance compensation philosophy and your total compensation may vary based on role, location, and firm, department and individual performance. Our benefits To help you stay energized, engaged and inspired, we offer a wide range of benefits including a strong retirement plan, tuition reimbursement, comprehensive healthcare, support for working parents and Flexible Time Off (FTO) so you can relax, recharge and be there for the people you care about. Our hybrid work model BlackRock's hybrid work model is designed to enable a culture of collaboration and apprenticeship that enriches the experience of our employees, while supporting flexibility for all. Employees are currently required to work at least 4 days in the office per week, with the flexibility to work from home 1 day a week. Some business groups may require more time in the office due to their roles and responsibilities. We remain focused on increasing the impactful moments that arise when we work together in person - aligned with our commitment to performance and innovation. As a new joiner, you can count on this hybrid model to accelerate your learning and onboarding experience here at BlackRock. About BlackRock At BlackRock, we are all connected by one mission: to help more and more people experience financial well-being. Our clients, and the people they serve, are saving for retirement, paying for their children's educations, buying homes and starting businesses. Their investments also help to strengthen the global economy: support businesses small and large; finance infrastructure projects that connect and power cities; and facilitate innovations that drive progress. This mission would not be possible without our smartest investment - the one we make in our employees. It's why we're dedicated to creating an environment where our colleagues feel welcomed, valued and supported with networks, benefits and development opportunities to help them thrive. For additional information on BlackRock, please visit @blackrock | Twitter: @blackrock | LinkedIn: ********************************** BlackRock is proud to be an equal opportunity workplace. We are committed to equal employment opportunity to all applicants and existing employees, and we evaluate qualified applicants without regard to race, creed, color, national origin, sex (including pregnancy and gender identity/expression), sexual orientation, age, ancestry, physical or mental disability, marital status, political affiliation, religion, citizenship status, genetic information, veteran status, or any other basis protected under applicable federal, state, or local law. View the EEOC's Know Your Rights poster and its supplement and the pay transparency statement. BlackRock is committed to full inclusion of all qualified individuals and to providing reasonable accommodations or job modifications for individuals with disabilities. If reasonable accommodation/adjustments are needed throughout the employment process, please email Disability.Assistance@blackrock.com. All requests are treated in line with our privacy policy. BlackRock will consider for employment qualified applicants with arrest or conviction records in a manner consistent with the requirements of the law, including any applicable fair chance law.
    $105k-137.5k yearly Auto-Apply 26d ago
  • Deposit Operations Specialist

    Bristol County Savings Bank 3.6company rating

    Taunton, MA jobs

    Job Description The Deposit Operations Specialist is responsible for supporting the daily processing and maintenance of deposit accounts, ensuring accuracy, compliance, and efficiency in all deposit-related transactions. This role plays a key part in the back-office functions of the bank, providing operational support to internal departments and delivering excellent service to customers through accurate and timely processing. PRIMARY ACCOUNTABILITIES / RESPONSIBILITIES: Process daily ACH & Inclearing exceptions, including incoming and outgoing transactions, returns, reversals, and exceptions. Process daily deposit transactions, including ACH, stop payments, check adjustments, and account maintenance. Process IRS and Commonwealth of MA Levies and Social Security reclamations accordingly. Handle Returned Deposited Items and large dollar notifications. Review and verify the accuracy of account documentation, signatures, and maintenance requests. Quality control review for address, email and phone number changes. Working knowledge of deposit products such as checking, savings, CDs, and IRAs. Familiarity of Abandoned Property, Garnishments (Levies, Writs & Subpoenas) Monitor and resolve exceptions related to deposit activity, returns, or holds. Ensure compliance with federal and state banking regulations (e.g., Reg CC, Reg D, Reg E, Bank Secrecy Act). Respond to internal inquiries from branch personnel and other departments regarding deposit operations procedures and policies. Perform customer research requests. Participate in system updates, testing, and process improvement initiatives. Maintain confidentiality and adhere to all security and privacy procedures. OTHER ACCOUNTABILITIES / RESPONSIBILITIES Performs related and unrelated duties as may be assigned. Complete all required regulatory training and other internal training as provided. POSITION REQUIREMENTS: High School Diploma or equivalent 1-3 years of banking experience, preferably Deposit Operations Strong analytical and organizational skills as well as close attention to detail. Have the ability to communicate effectively, orally and in writing, to all levels of responsibility. Strong telephone techniques, communication and customer service skills. Knowledge of consumer deposit account terms and conditions agreement/disclosure; Knowledge of CDs product and IRA products and forms Must have a positive attitude and the ability to work in a changing business environment Ability to effectively interact with all internal bank organizational levels, external bank consultants, examiners, vendors, and internal and external bank customers. Ability to take initiative in finding solutions to difficult and/or sensitive problems Exceptional attention to detail, organizational skills, and ability to manage multiple deadlines. Proficiency with banking systems, and Microsoft Office applications. AAP (Accredited ACH Professional) certification preferred or willingness to obtain. SUPERVISORY SCOPE NA WORK ENVIRONMENT: Work environment consists of typical office conditions with moderate noise level. Maintains a schedule consisting of in office and remote work (Remote work mirrors company-wide requirement and is subject to change). PHYSICAL QUALIFICATIONS: Candidate must have the physical ability to sit, stand, walk, talk and hear. Must be able to lift up to 10 pounds. Must have the ability to adjust focus. INDEPENDENT ACTION: Performs work within established guidelines and according to specific procedures. Refer any issues to the appropriate immediate supervisor. QUALIFICATIONS: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed above are representative of the knowledge, skill, and/or ability required. Any physical demands or work conditions described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities.
    $44k-67k yearly est. 3d ago
  • Webinar Operations Associate

    Surgent McCoy Cpe LLC 3.1company rating

    Pennsylvania jobs

    KnowFully Learning Group is growing and is currently in search of a Webinar Operations Associate! KnowFully Learning Group provides comprehensive and engaging continuing education for professionals at all experience levels and support those preparing for certification exams. We service two main industries - Finance/Accounting and Healthcare. Our employees are innovative and passionate about learning. We embrace each other's differences. Through our learning initiatives and teambuilding, we have created a great place to work. If you love what you do and want to work in an environment where hard work is valued, please apply! This position is a technically savvy and customer-centric individual who is responsible for administering live webinars for the learners and providing customer support via phone and live chat. Proficiency in audio/video technology, combined with their strong organizational and communication skills, will play a vital role in delivering top-notch services to customers. Demonstrating a successful track record in administering daily live webinar broadcasts while upholding excellent service standards and ensuring high customer satisfaction. Location: Remote Supervisory Responsibilities: None Duties/Responsibilities: Capture, record, and deliver high quality webinar broadcasts. Troubleshoot technical issues that customers might have when viewing our webinars. Pre-production equipment tests to prevent any issues during live broadcasts and recordings. Handle complaints, provide appropriate solutions, and alternatives within the time limits and follow up to ensure resolution. Assist customers with other support related needs. Follow communication procedures, guidelines, and policies. Available for evening/weekend work when necessary. Other duties and responsibilities as assigned. Required Skills/Abilities: Ability to collaborate and respond quickly. Excellent organizational skills and attention to detail, accuracy, and quality. Excellent communication skills, both written and oral. Excellent time management skills with a proven ability to meet deadlines. Strong Computer / Data Entry Skills - Microsoft Office Proficiency. Problem solving and troubleshooting skills. Continual focus on improvement, innovation, and creative development. Ability to work well independently and as a team. Ability to adapt to the changing needs of the company and department. Ability to portray a cooperative, professional, and positive attitude towards customers, managers, and other co-workers. Ability to function well in a high-paced and at times stressful environment. Ability to multi-task in a flexible environment with minimum supervision Proficient with Microsoft Office Suite or related software. Salary: The starting salary for the Webinar Operations Associate position is competitive and will be commensurate with the candidate's qualifications and experience. The starting hourly pay is $20/hour with the potential for an annual discretionary bonus based on company and individual performance. The final offer will be determined based on factors such as the candidate's skills, education, relevant work experience, and location. The company also offers a comprehensive benefits package, including health insurance, retirement plan, paid time off, and other perks like remote work. The total compensation package will be discussed in the interview process and based on fit for the role and the organization. The company is committed to providing a fair and competitive compensation structure that reflects the value and contributions of its employees. We believe in fostering a work environment that recognizes and rewards excellence, and we are dedicated to attracting and retaining top talent in the industry. Education and Experience: BA/BS College degree; Degrees specifically in TV/Film/Video production, Communications, Computer Science, Audio/Visual, or equivalent work experience preferred. Live Production Experience; Experience in a live production environment, filming, and/or outputting live streaming video. Remote Production Experience; Experience in a remote production environment, filming, and/or outputting live streaming video. Strong Computer Skills: Experience in video/audio editing through the Adobe Suite is a major plus. HTML5 video playback knowledge a plus. Familiarity with CRM systems and practices; Microsoft Dynamics experience preferred. Experience with Webinar/video conferencing technology and using webcams. Knowledgeable in both Microsoft and Apple products. Experience in Customer Service, Technical Support, or related areas with direct customer communication: Phone/Live Chat support experience preferred. Physical Requirements: Prolonged periods of sitting at a desk and working on a computer. Equal Opportunity Statement: KnowFully Learning Group provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.
    $20 hourly Auto-Apply 60d+ ago
  • Senior Product Associate - Claims and Disputes Fraud Operations

    Jpmorgan Chase & Co 4.8company rating

    Columbus, OH jobs

    JobID: 210678810 JobSchedule: Full time JobShift: Day : Unleash your expertise in product development and optimization by leveraging user research, analyzing metrics, and collaborating across one of the world's most innovative financial organizations. As a Senior Product Associate in Claims and Disputes, you contribute to the team by leveraging your expertise in product development and optimization to make a significant impact, supported by user research and customer feedback to fuel the creation of innovative products and continuously improve existing offerings. Collaborate closely with cross-functional teams and play a crucial role in shaping the future of our products and ongoing success. Job responsibilities * Partners with the Product Manager to identify new product opportunities that reflect the needs of our customers and the market through user research and discovery * Considers and plans for upstream and downstream implications of new product features on the overall product experience * Supports the collection of user research, journey mapping, and market analysis to inform the strategic product roadmap and provide insight on potential product features that provide value to customers * Analyzes, tracks, and evaluates product metrics including work to time, cost, and quality targets across the product development life cycle * Writes the requirements, epics, and user stories to support product development * Analyzes contact volumes and customer journey/friction points across a variety of channels to drive product feature prioritization * Refines strategies and solutions to enhance self-service utilization and reduce customer contact volume Required qualifications, capabilities, and skills * 2+ years of experience or equivalent expertise in product management or a relevant domain area * Proficient knowledge of the product development life cycle activities including discovery and requirements definition, and strong use of planning and strategy tools such as Jira Align and Agile * Excellent written, visual, and verbal communication skills * Rigorous, logical thinker with ability to identify and articulate rationale, assumptions, and risks * Developing knowledge of data analytics and data literacy * Direct experience in check fraud prevention and management * Proficient in using collaboration platforms such as Confluence and SharePoint to drive project documentation and team alignment Preferred qualifications, capabilities, and skills * Experienced in leveraging SQL and SAS for efficient data extraction and analysis, enabling actionable insights and informed business strategies
    $104k-138k yearly est. Auto-Apply 31d ago
  • Senior Product Portfolio Operations Associate - Portfolio Management

    Jpmorgan Chase & Co 4.8company rating

    Columbus, OH jobs

    JobID: 210675278 JobSchedule: Full time JobShift: Day : Take on the challenge of synchronizing efforts across diverse products and interpreting operations data for growth opportunities. Unleash your potential in a role that lets you shape change initiatives and strategize resource allocation. As a Senior Product Portfolio Operations Associate in Operations Portfolio Management Team, you are a significant contributor to your team with a strong knowledge of optimization and integration. You understand what it takes to bring together all the key elements of a product line and its products to ensure coordinated outcomes. Consumer & Community Banking (CCB) Operations Product organization provides critical cross-line of business support across JPMC and serves as one of the largest product portfolios in CCB, delivering value to millions of customers and over 30,000 employees. As a product team member, your problem-solving skills will place you on the cutting edge of defining the vision, creating the strategy and building the roadmap to solutions that impact millions. Along the way, you'll develop a deep, end-to-end understanding of the business and find an inclusive culture that welcomes diverse ideas and supports your individual growth and career mobility. Job responsibilities * Creates synergies across products to ensure successful delivery against business objectives * Collects key inputs from across products to ensure the full product-line framework highlights our core cross-product priorities, sequencing, and trade-offs * Calculates metrics for portfolio management operations and analyzes data for areas of opportunity * Develops change initiative materials and change timelines * Assists in the product-level collection strategy consisting of controls, financials, and resourcing needs Required qualifications, capabilities, and skills * 3+ years of experience or equivalent expertise in program management or performance optimization * Proven ability to implement operational effectiveness initiatives * Prior working exposure to operations of the product development life cycle and agile methodologies Preferred qualifications, capabilities, and skills * Proven ability to operate within matrixed, cross-functional teams, through collaboration, influence, and conflict resolution skills to achieve desired results * Strong communication, presentation, and interpersonal communications skills with ability to develop and maintain relationships * Prior working exposure to analytical problem solving, creativity, and attention to detail, demonstrated by the ability to make timely and sound decisions * Demonstrated flexibility to effectively shift between strategic and detailed tactical management * Consumer Community Banking (CCB) Operation and product management experience a plus
    $104k-138k yearly est. Auto-Apply 60d+ ago
  • Product Portfolio Operations - Performance & Learning

    Jpmorganchase 4.8company rating

    Columbus, OH jobs

    Embrace the challenge of adapting to shifting priorities and resources while contributing to a dynamic team and applying your expertise, strategic thinking skills, and operational excellence across product lines. As a Product Portfolio Operations Manager in HR Employee Development & Performance (ED&P), you are a foundational member of a team responsible for implementing connectivity strategies across the product space, while being directly responsible for creating structures that enhance coordination in our product line. Job responsibilities Works across products to help ensure delivery against business objectives while coordinating reporting and communications plans for portfolio management operations and change initiatives Enables operational efficiency by supporting training, maturation, needs assessments, and continuous improvement practices Drives adaptation and modification of our product-line framework to ensure cross-product priorities, sequencing, and trade-offs are realized Implements a product-level collection strategy consisting of controls, financials, and resourcing needs Adapt and evolve the product-line control framework to address cross-product priorities, optimize sequencing, and manage trade-offs Oversee business operations to ensure product lines adhere to robust control standards while accelerating time to market Serve as a subject matter expert to Product Managers, ensuring compliance with regulatory, legal, and industry requirements Represent the business in partnership with Control Management, providing insights into business roadmaps and addressing control and process-related inquiries Manage the AI/ML inventory, ensuring operational processes meet evolving control standards and are updated as technology advances Lead the automation of manual operational reporting and related processes to improve efficiency Develop control-related training materials to educate and advise product and partner teams, leveraging Learn and Performance processes Required qualifications, capabilities, and skills 5+ years of experience or equivalent expertise in program management, performance optimization, or related fields Proven ability to manage and implement operational effectiveness initiatives Proven ability to operate within the product development life cycle and agile methodologies Demonstrated success in managing and executing operational effectiveness initiatives Strong understanding of risk management frameworks, industry standards, and financial industry regulatory requirements Exceptional analytical and problem-solving skills, with a keen attention to detail Excellent time management and organizational skills, with the ability to prioritize and manage multiple assignments simultaneously Proven ability to build strong relationships and collaborate effectively across cross-functional teams and stakeholders Proficiency in leveraging data and analytics to inform decisions, measure outcomes, and drive continuous improvement Ability to thrive in a fast-paced, dynamic environment and adapt to shifting priorities Preferred qualifications, capabilities, and skills Familiarity with relevant technologies, tools, or platforms (such as AI/ML, automation, or portfolio management software) is a plus In-depth knowledge of operations, reporting, and business analysis best practices Experience driving process improvement initiatives with a strong focus on risk management and control frameworks Proficiency in leveraging automation and data analytics tools to optimize business processes while being skilled at synthesizing complex information and presenting it in a clear, concise manner Outstanding verbal and written communication skills, with the ability to engage executive and cross-functional audiences effectively Highly adaptable and flexible, with the ability to thrive in fast-paced and evolving environments Commitment to ongoing professional development and staying current with industry trends and best practices
    $104k-138k yearly est. Auto-Apply 24d ago
  • Senior Product Associate - Claims and Disputes Fraud Operations

    Jpmorganchase 4.8company rating

    Columbus, OH jobs

    Unleash your expertise in product development and optimization by leveraging user research, analyzing metrics, and collaborating across one of the world's most innovative financial organizations. As a Senior Product Associate in Claims and Disputes, you contribute to the team by leveraging your expertise in product development and optimization to make a significant impact, supported by user research and customer feedback to fuel the creation of innovative products and continuously improve existing offerings. Collaborate closely with cross-functional teams and play a crucial role in shaping the future of our products and ongoing success. Job responsibilities Partners with the Product Manager to identify new product opportunities that reflect the needs of our customers and the market through user research and discovery Considers and plans for upstream and downstream implications of new product features on the overall product experience Supports the collection of user research, journey mapping, and market analysis to inform the strategic product roadmap and provide insight on potential product features that provide value to customers Analyzes, tracks, and evaluates product metrics including work to time, cost, and quality targets across the product development life cycle Writes the requirements, epics, and user stories to support product development Analyzes contact volumes and customer journey/friction points across a variety of channels to drive product feature prioritization Refines strategies and solutions to enhance self-service utilization and reduce customer contact volume Required qualifications, capabilities, and skills 2+ years of experience or equivalent expertise in product management or a relevant domain area Proficient knowledge of the product development life cycle activities including discovery and requirements definition, and strong use of planning and strategy tools such as Jira Align and Agile Excellent written, visual, and verbal communication skills Rigorous, logical thinker with ability to identify and articulate rationale, assumptions, and risks Developing knowledge of data analytics and data literacy Direct experience in check fraud prevention and management Proficient in using collaboration platforms such as Confluence and SharePoint to drive project documentation and team alignment Preferred qualifications, capabilities, and skills Experienced in leveraging SQL and SAS for efficient data extraction and analysis, enabling actionable insights and informed business strategies
    $104k-138k yearly est. Auto-Apply 31d ago
  • Product Portfolio Operations - Performance & Learning

    Jpmorgan Chase 4.8company rating

    Columbus, OH jobs

    Embrace the challenge of adapting to shifting priorities and resources while contributing to a dynamic team and applying your expertise, strategic thinking skills, and operational excellence across product lines. As a Product Portfolio Operations Manager in HR Employee Development & Performance (ED&P), you are a foundational member of a team responsible for implementing connectivity strategies across the product space, while being directly responsible for creating structures that enhance coordination in our product line. **Job responsibilities** + Works across products to help ensure delivery against business objectives while coordinating reporting and communications plans for portfolio management operations and change initiatives + Enables operational efficiency by supporting training, maturation, needs assessments, and continuous improvement practices + Drives adaptation and modification of our product-line framework to ensure cross-product priorities, sequencing, and trade-offs are realized + Implements a product-level collection strategy consisting of controls, financials, and resourcing needs + Adapt and evolve the product-line control framework to address cross-product priorities, optimize sequencing, and manage trade-offs + Oversee business operations to ensure product lines adhere to robust control standards while accelerating time to market + Serve as a subject matter expert to Product Managers, ensuring compliance with regulatory, legal, and industry requirements + Represent the business in partnership with Control Management, providing insights into business roadmaps and addressing control and process-related inquiries + Manage the AI/ML inventory, ensuring operational processes meet evolving control standards and are updated as technology advances + Lead the automation of manual operational reporting and related processes to improve efficiency + Develop control-related training materials to educate and advise product and partner teams, leveraging Learn and Performance processes **Required qualifications, capabilities, and skills** + 5+ years of experience or equivalent expertise in program management, performance optimization, or related fields + Proven ability to manage and implement operational effectiveness initiatives + Proven ability to operate within the product development life cycle and agile methodologies + Demonstrated success in managing and executing operational effectiveness initiatives + Strong understanding of risk management frameworks, industry standards, and financial industry regulatory requirements + Exceptional analytical and problem-solving skills, with a keen attention to detail + Excellent time management and organizational skills, with the ability to prioritize and manage multiple assignments simultaneously + Proven ability to build strong relationships and collaborate effectively across cross-functional teams and stakeholders + Proficiency in leveraging data and analytics to inform decisions, measure outcomes, and drive continuous improvement + Ability to thrive in a fast-paced, dynamic environment and adapt to shifting priorities **Preferred qualifications, capabilities, and skills** + Familiarity with relevant technologies, tools, or platforms (such as AI/ML, automation, or portfolio management software) is a plus + In-depth knowledge of operations, reporting, and business analysis best practices + Experience driving process improvement initiatives with a strong focus on risk management and control frameworks + Proficiency in leveraging automation and data analytics tools to optimize business processes while being skilled at synthesizing complex information and presenting it in a clear, concise manner + Outstanding verbal and written communication skills, with the ability to engage executive and cross-functional audiences effectively + Highly adaptable and flexible, with the ability to thrive in fast-paced and evolving environments + Commitment to ongoing professional development and staying current with industry trends and best practices JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
    $104k-138k yearly est. 57d ago
  • Senior Product Portfolio Operations Associate - Portfolio Management

    Jpmorganchase 4.8company rating

    Columbus, OH jobs

    Take on the challenge of synchronizing efforts across diverse products and interpreting operations data for growth opportunities. Unleash your potential in a role that lets you shape change initiatives and strategize resource allocation. As a Senior Product Portfolio Operations Associate in Operations Portfolio Management Team, you are a significant contributor to your team with a strong knowledge of optimization and integration. You understand what it takes to bring together all the key elements of a product line and its products to ensure coordinated outcomes. Consumer & Community Banking (CCB) Operations Product organization provides critical cross-line of business support across JPMC and serves as one of the largest product portfolios in CCB, delivering value to millions of customers and over 30,000 employees. As a product team member, your problem-solving skills will place you on the cutting edge of defining the vision, creating the strategy and building the roadmap to solutions that impact millions. Along the way, you'll develop a deep, end-to-end understanding of the business and find an inclusive culture that welcomes diverse ideas and supports your individual growth and career mobility. Job responsibilities Creates synergies across products to ensure successful delivery against business objectives Collects key inputs from across products to ensure the full product-line framework highlights our core cross-product priorities, sequencing, and trade-offs Calculates metrics for portfolio management operations and analyzes data for areas of opportunity Develops change initiative materials and change timelines Assists in the product-level collection strategy consisting of controls, financials, and resourcing needs Required qualifications, capabilities, and skills 3+ years of experience or equivalent expertise in program management or performance optimization Proven ability to implement operational effectiveness initiatives Prior working exposure to operations of the product development life cycle and agile methodologies Preferred qualifications, capabilities, and skills Proven ability to operate within matrixed, cross-functional teams, through collaboration, influence, and conflict resolution skills to achieve desired results Strong communication, presentation, and interpersonal communications skills with ability to develop and maintain relationships Prior working exposure to analytical problem solving, creativity, and attention to detail, demonstrated by the ability to make timely and sound decisions Demonstrated flexibility to effectively shift between strategic and detailed tactical management Consumer Community Banking (CCB) Operation and product management experience a plus
    $104k-138k yearly est. Auto-Apply 60d+ ago
  • Senior Product Portfolio Operations Associate - Portfolio Management

    Jpmorgan Chase 4.8company rating

    Columbus, OH jobs

    Take on the challenge of synchronizing efforts across diverse products and interpreting operations data for growth opportunities. Unleash your potential in a role that lets you shape change initiatives and strategize resource allocation. As a Senior Product Portfolio Operations Associate in Operations Portfolio Management Team, you are a significant contributor to your team with a strong knowledge of optimization and integration. You understand what it takes to bring together all the key elements of a product line and its products to ensure coordinated outcomes. Consumer & Community Banking (CCB) Operations Product organization provides critical cross-line of business support across JPMC and serves as one of the largest product portfolios in CCB, delivering value to millions of customers and over 30,000 employees. As a product team member, your problem-solving skills will place you on the cutting edge of defining the vision, creating the strategy and building the roadmap to solutions that impact millions. Along the way, you'll develop a deep, end-to-end understanding of the business and find an inclusive culture that welcomes diverse ideas and supports your individual growth and career mobility. **Job responsibilities** + Creates synergies across products to ensure successful delivery against business objectives + Collects key inputs from across products to ensure the full product-line framework highlights our core cross-product priorities, sequencing, and trade-offs + Calculates metrics for portfolio management operations and analyzes data for areas of opportunity + Develops change initiative materials and change timelines + Assists in the product-level collection strategy consisting of controls, financials, and resourcing needs **Required qualifications, capabilities, and skills** + 3+ years of experience or equivalent expertise in program management or performance optimization + Proven ability to implement operational effectiveness initiatives + Prior working exposure to operations of the product development life cycle and agile methodologies **Preferred qualifications, capabilities, and skills** + Proven ability to operate within matrixed, cross-functional teams, through collaboration, influence, and conflict resolution skills to achieve desired results + Strong communication, presentation, and interpersonal communications skills with ability to develop and maintain relationships + Prior working exposure to analytical problem solving, creativity, and attention to detail, demonstrated by the ability to make timely and sound decisions + Demonstrated flexibility to effectively shift between strategic and detailed tactical management + Consumer Community Banking (CCB) Operation and product management experience a plus Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans
    $104k-138k yearly est. 60d+ ago
  • Senior Product Associate - Claims and Disputes Fraud Operations

    Jpmorgan Chase 4.8company rating

    Columbus, OH jobs

    Unleash your expertise in product development and optimization by leveraging user research, analyzing metrics, and collaborating across one of the world's most innovative financial organizations. As a Senior Product Associate in Claims and Disputes, you contribute to the team by leveraging your expertise in product development and optimization to make a significant impact, supported by user research and customer feedback to fuel the creation of innovative products and continuously improve existing offerings. Collaborate closely with cross-functional teams and play a crucial role in shaping the future of our products and ongoing success. **Job responsibilities** + Partners with the Product Manager to identify new product opportunities that reflect the needs of our customers and the market through user research and discovery + Considers and plans for upstream and downstream implications of new product features on the overall product experience + Supports the collection of user research, journey mapping, and market analysis to inform the strategic product roadmap and provide insight on potential product features that provide value to customers + Analyzes, tracks, and evaluates product metrics including work to time, cost, and quality targets across the product development life cycle + Writes the requirements, epics, and user stories to support product development + Analyzes contact volumes and customer journey/friction points across a variety of channels to drive product feature prioritization + Refines strategies and solutions to enhance self-service utilization and reduce customer contact volume **Required qualifications, capabilities, and skills** + 2+ years of experience or equivalent expertise in product management or a relevant domain area + Proficient knowledge of the product development life cycle activities including discovery and requirements definition, and strong use of planning and strategy tools such as Jira Align and Agile + Excellent written, visual, and verbal communication skills + Rigorous, logical thinker with ability to identify and articulate rationale, assumptions, and risks + Developing knowledge of data analytics and data literacy + Direct experience in check fraud prevention and management + Proficient in using collaboration platforms such as Confluence and SharePoint to drive project documentation and team alignment **Preferred qualifications, capabilities, and skills** + Experienced in leveraging SQL and SAS for efficient data extraction and analysis, enabling actionable insights and informed business strategies Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans
    $104k-138k yearly est. 45d ago
  • Webinar Operations Associate

    Surgent McCoy Cpe LLC 3.1company rating

    Harrisburg, PA jobs

    KnowFully Learning Group is growing and is currently in search of a Webinar Operations Associate! KnowFully Learning Group provides comprehensive and engaging continuing education for professionals at all experience levels and support those preparing for certification exams. We service two main industries - Finance/Accounting and Healthcare. Our employees are innovative and passionate about learning. We embrace each other's differences. Through our learning initiatives and teambuilding, we have created a great place to work. If you love what you do and want to work in an environment where hard work is valued, please apply! This position is a technically savvy and customer-centric individual who is responsible for administering live webinars for the learners and providing customer support via phone and live chat. Proficiency in audio/video technology, combined with their strong organizational and communication skills, will play a vital role in delivering top-notch services to customers. Demonstrating a successful track record in administering daily live webinar broadcasts while upholding excellent service standards and ensuring high customer satisfaction. Location: Remote Supervisory Responsibilities: None Duties/Responsibilities: Capture, record, and deliver high quality webinar broadcasts. Troubleshoot technical issues that customers might have when viewing our webinars. Pre-production equipment tests to prevent any issues during live broadcasts and recordings. Handle complaints, provide appropriate solutions, and alternatives within the time limits and follow up to ensure resolution. Assist customers with other support related needs. Follow communication procedures, guidelines, and policies. Available for evening/weekend work when necessary. Other duties and responsibilities as assigned. Required Skills/Abilities: Ability to collaborate and respond quickly. Excellent organizational skills and attention to detail, accuracy, and quality. Excellent communication skills, both written and oral. Excellent time management skills with a proven ability to meet deadlines. Strong Computer / Data Entry Skills - Microsoft Office Proficiency. Problem solving and troubleshooting skills. Continual focus on improvement, innovation, and creative development. Ability to work well independently and as a team. Ability to adapt to the changing needs of the company and department. Ability to portray a cooperative, professional, and positive attitude towards customers, managers, and other co-workers. Ability to function well in a high-paced and at times stressful environment. Ability to multi-task in a flexible environment with minimum supervision Proficient with Microsoft Office Suite or related software. Salary: The starting salary for the Webinar Operations Associate position is competitive and will be commensurate with the candidate's qualifications and experience. The starting hourly pay is $20/hour with the potential for an annual discretionary bonus based on company and individual performance. The final offer will be determined based on factors such as the candidate's skills, education, relevant work experience, and location. The company also offers a comprehensive benefits package, including health insurance, retirement plan, paid time off, and other perks like remote work. The total compensation package will be discussed in the interview process and based on fit for the role and the organization. The company is committed to providing a fair and competitive compensation structure that reflects the value and contributions of its employees. We believe in fostering a work environment that recognizes and rewards excellence, and we are dedicated to attracting and retaining top talent in the industry. Education and Experience: BA/BS College degree; Degrees specifically in TV/Film/Video production, Communications, Computer Science, Audio/Visual, or equivalent work experience preferred. Live Production Experience; Experience in a live production environment, filming, and/or outputting live streaming video. Remote Production Experience; Experience in a remote production environment, filming, and/or outputting live streaming video. Strong Computer Skills: Experience in video/audio editing through the Adobe Suite is a major plus. HTML5 video playback knowledge a plus. Familiarity with CRM systems and practices; Microsoft Dynamics experience preferred. Experience with Webinar/video conferencing technology and using webcams. Knowledgeable in both Microsoft and Apple products. Experience in Customer Service, Technical Support, or related areas with direct customer communication: Phone/Live Chat support experience preferred. Physical Requirements: Prolonged periods of sitting at a desk and working on a computer. Equal Opportunity Statement: KnowFully Learning Group provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.
    $20 hourly Auto-Apply 60d+ ago

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