Technical Claim Manager-Design and Miscellaneous Professional Liability (hybrid)
Rli Insurance Company 4.8
Remote or Chicago, IL job
About Us We're not like other insurance companies. From our specialty products to our business model, our culture to our results - we're different. Different is who we are, and how we work, interact, deliver and succeed together. Creating a different and better insurance experience doesn't just happen. It takes focus and a shared passion for going beyond the expected to forge relationships and deliver care that makes a difference. This approach rises from and is supported by our talented, ethical and smart team of employee owners united around a single purpose: to work alongside our customers and partners when they need us, in unexpected ways, with exceptional results. Apply today to make a difference with us. RLI is a Glassdoor Best Places to Work company with a strong, successful background. For decades, our financial track record has been stellar - a testament to our culture and validation of our reputation as an excellent underwriting company Join RLI's Professional Services Group (PSG) as a Technical Claim Manager, where you'll handle complex, multi-party professional liability matters involving architects, engineers, surveyors and other miscellaneous professionals. You'll be part of a collaborative team of examiners focused on resolving technically challenging claims with nuanced expert analysis, creative problem-solving and intensive contractual risk transfer analysis. This role offers the opportunity to take ownership of claims across a nationwide coverage area, requiring strategic thinking, detailed investigation, and discerning attorney management. We're looking for someone who can proactively manage a balanced caseload, share knowledge with the team, and uphold RLI's reputation for technical excellence and proactive claims handling. Principal Duties & Responsibilities
Proactively handle professional liability claims involving design and miscellaneous professional matters. Employee will handle both litigation and pre-litigation disputes to achieve optimum payout results by resolving claims fairly, expeditiously, and economically.
Assess and analyze coverage issues on claims, and issue appropriate coverage letters and documentation.
Complete timely investigation of claims and post appropriate reserves.
Pursue risk transfer opportunities, including dealing with contractual indemnity and additional insured issues.
Handle claims in accordance with RLI's Best Practices.
Resolve claims in timely manner to an effective outcome.
Travel to and attend mediations and/or settlement conferences as warranted.
Education & ExperienceTypically requires a bachelor's degree in business administration, insurance, or a related field and 6+ years of relevant legal or insurance related experience
or
Juris Doctorate with relevant insurance defense litigation experience.Knowledge, Skills, & Competencies
Meaningful experience handling claims under professional liability policies. The ideal candidate will have superior working knowledge of case law, statutes, and procedures impacting the handling and value of claims.
Proactive investigation, risk transfer, claim handling, attorney management, and claims resolution are essential.
Superior writing and communication skills to work effectively with insureds, claimants, underwriters, and upper management.
Compensation OverviewThe base salary range for the position is listed below. Please note that the base salary is only one component of our robust total rewards package at RLI. The salary offered will take into account a number of factors including, but not limited to, geographic location, experience, scope & responsibilities of the role, qualifications/credentials, talent availability & specialization, as well as business needs. The below range may be modified in the future. Base Pay Range$98,043.00 - $140,201.00Total RewardsAt RLI, we're all owners. We hire the best and the brightest employees and allow them to share in the company's success through our Total Rewards. With the Employee Stock Ownership plan at its core, the Total Rewards program includes all compensation, benefits and perks that come with being an RLI employee.Financial Incentives
Annual bonus plans
Employee stock ownership plan (ESOP)
401(k) - automatic 3% company contribution
Annual 401k and ESOP profit-sharing contributions (Up to 15% of eligible earnings)
Work & Life
Paid time off (PTO) and holidays
Paid volunteer time off (VTO) to support our communities
Parental and family care leave
Flexible & hybrid work arrangements
Fitness center discounts and free virtual fitness platform
Employee assistance program
Health & Wellness
Comprehensive medical, dental and vision benefits
Flexible spending and health savings accounts
2x base salary for group life and AD&D insurance
Voluntary life, critical illness, & accident insurance for purchase
Short-term and long-term disability benefits
Personal & Professional GrowthRLI encourages its employees to pursue professional development work in insurance and job-related areas. We make a commitment to employees to provide educational opportunities that help them enhance their skills and further their career advancement. RLI fosters a true learning culture and encourages professional growth through insurance courses, in-house training and other educational programs. RLI covers the cost for most programs and employees typically earn a bonus upon successful completion of approved courses and certifications. Our personal and professional growth benefits include:
Training & certification opportunities
Tuition reimbursement
Education bonuses
Diversity & InclusionOur goal is to attract, develop and retain the best employee talent from diverse backgrounds while promoting an environment where all viewpoints are valued and individuals feel respected, are treated fairly, and have an opportunity to excel in their chosen careers. We actively support, and participate in, initiatives led by the American Property Casualty Insurance Association that aim to increase diversity in the insurance industry. Cultivating an exceptional and diverse workforce to deliver excellent customer service reinforces our culture and is a key to achieving superior business results.RLI is an equal opportunity employer and does not discriminate in hiring or employment on the basis of race, color, religion, national origin, citizenship, gender, marital status, sexual orientation, age, disability, veteran status, or any other characteristic protected by federal, state, or local law.
We're seeking someone to join our team as an Associate in WM Operations to manage internal and external client relationships.
In the Operations division, we partner with business units across the Firm to support financial transactions, devise and implement effective controls and develop client relationships. This is an Associate level position level position within Client Service & Relationship Management, which is responsible for managing internal and external client relationships. We do this by engaging in client service activities, optimizing the client experience, and managing vendor/external business partner relationships.
Since 1935, Morgan Stanley is known as a global leader in financial services, always evolving and innovating to better serve our clients and our communities in more than 40 countries around the world.
What you'll do in the role:
Execute processes/functions and/or support process management and project efforts, leveraging knowledge of the systems, markets and instruments that influence the team
Recognize risk in day-to-day processes to draw out the key issues and contribute to process improvements
Build relationships within team and internal stakeholders, sharing knowledge to contribute to team output
Participate in projects and initiatives, aiding in solution formulation with a focus on timely execution
What you'll bring to the role:
Ability to establish clear goals and priorities, and address non-standard issues within area of expertise with minimal guidance and supervision
Subject matter expertise in business area supported, client requirements, and ability to ensure control is not compromised to comply with client requests
Culture carrier across Operations, embracing the Firm's core values
At least 2 years' relevant experience would generally be expected to find the skills required for this role
WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work.
To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser.
Expected base pay rates for the role will be between $48,000 and $78,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.
Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
About Us We're not like other insurance companies. From our specialty products to our business model, our culture to our results - we're different. Different is who we are, and how we work, interact, deliver and succeed together. Creating a different and better insurance experience doesn't just happen. It takes focus and a shared passion for going beyond the expected to forge relationships and deliver care that makes a difference. This approach rises from and is supported by our talented, ethical and smart team of employee owners united around a single purpose: to work alongside our customers and partners when they need us, in unexpected ways, with exceptional results. Apply today to make a difference with us. RLI is a Glassdoor Best Places to Work company with a strong, successful background. For decades, our financial track record has been stellar - a testament to our culture and validation of our reputation as an excellent underwriting company.Position OverviewThis is an exciting opportunity to join our redesigned and growing Personal Umbrella Claims Team assisting with the management of excess liability claims. We are looking for A+ professionals who can thrive in a fast-paced environment, are eager to develop as a claim examiner and play a critical role in investigating, evaluating and resolving excess claims. If you embrace learning and are looking to develop your skills handling liability claims, come learn why RLI is different.Principal Duties & Responsibilities
Rapid fact development: obtain and analyze police/fire reports, accident response letters, 911 audio, dash/body-cam requests, scene photos, surveillance/video preservation, and public-record pulls (DMV, court dockets, etc.).
Medical & damages file-build: request authorizations, order medical/billing, build medical chronologies and specials summaries; flag prior injuries and apportionment issues for excess exposure analysis.
Primary carrier stewardship: monitor and document the underlying carrier's investigation progress; escalate gaps or divergence from best practices that could affect the umbrella.
Open-source & social media research: perform targeted open-source research to corroborate activities, damages, or liability facts; document methodology and maintain chain-of-custody.
Identify potential sources of third-party evidence (video, EDR data, dash cams) and issue preservation requests and deploy the appropriate experts to obtain; review for accuracy; extract and summarize key facts for claim notes; identify next steps.
Vendor management: scope and assign field investigators, scene inspectors, nurse reviewers, accident reconstructionist; define deliverables, timelines, and budgets.
Education & Experience
Bachelor's degree preferred
2+ years of auto liability claim handling, paralegal, or legal investigator experience.
Experience handling umbrella/excess claims and evaluating coverage is a plus.
Knowledge, Skills & Competencies
Proactive in initial investigation, claim handling and resolution.
Strong interpersonal and communication skills.
Working knowledge of auto liability and defenses is preferred.
Organized, self-motivated and detail oriented.
Strong analytical and investigative skills, including experience with online research
Able to manage multiple priorities and excel in a fast-paced environment.
Compensation OverviewThe base salary range for the position is listed below. Please note that the base salary is only one component of our robust total rewards package at RLI. The salary offered will take into account a number of factors including, but not limited to, geographic location, experience, scope & responsibilities of the role, qualifications/credentials, talent availability & specialization, as well as business needs. The below range may be modified in the future. Base Pay Range$56,754.00 - $79,597.00Total RewardsAt RLI, we're all owners. We hire the best and the brightest employees and allow them to share in the company's success through our Total Rewards. With the Employee Stock Ownership plan at its core, the Total Rewards program includes all compensation, benefits and perks that come with being an RLI employee.Financial Incentives
Annual bonus plans
Employee stock ownership plan (ESOP)
401(k) - automatic 3% company contribution
Annual 401k and ESOP profit-sharing contributions (Up to 15% of eligible earnings)
Work & Life
Paid time off (PTO) and holidays
Paid volunteer time off (VTO) to support our communities
Parental and family care leave
Flexible & hybrid work arrangements
Fitness center discounts and free virtual fitness platform
Employee assistance program
Health & Wellness
Comprehensive medical, dental and vision benefits
Flexible spending and health savings accounts
2x base salary for group life and AD&D insurance
Voluntary life, critical illness, & accident insurance for purchase
Short-term and long-term disability benefits
Personal & Professional GrowthRLI encourages its employees to pursue professional development work in insurance and job-related areas. We make a commitment to employees to provide educational opportunities that help them enhance their skills and further their career advancement. RLI fosters a true learning culture and encourages professional growth through insurance courses, in-house training and other educational programs. RLI covers the cost for most programs and employees typically earn a bonus upon successful completion of approved courses and certifications. Our personal and professional growth benefits include:
Training & certification opportunities
Tuition reimbursement
Education bonuses
Diversity & InclusionOur goal is to attract, develop and retain the best employee talent from diverse backgrounds while promoting an environment where all viewpoints are valued and individuals feel respected, are treated fairly, and have an opportunity to excel in their chosen careers. We actively support, and participate in, initiatives led by the American Property Casualty Insurance Association that aim to increase diversity in the insurance industry. Cultivating an exceptional and diverse workforce to deliver excellent customer service reinforces our culture and is a key to achieving superior business results.RLI is an equal opportunity employer and does not discriminate in hiring or employment on the basis of race, color, religion, national origin, citizenship, gender, marital status, sexual orientation, age, disability, veteran status, or any other characteristic protected by federal, state, or local law.
$56.8k-79.6k yearly Auto-Apply 60d+ ago
Quality Assurance, Monitoring & Testing Sr Analyst (Hybrid)
Citigroup Inc. 4.6
Remote or San Francisco, CA job
Individuals in Quality Assurance, Monitoring & Testing are responsible for the assessment of outcomes from activities and processes against conformance with applicable requirements to strengthen risk management quality such as quality testing performed for business function quality control and transformation lead quality control post completion of an activity/process. This includes the development and execution of Monitoring and Testing for controls, such as control design assessment, design of operational effectiveness for monitoring & testing tools, monitoring/testing design assessment, and execution of monitoring/testing tools to assess the effectiveness of key controls designed to address defined risks.
Responsibilities:
* Help support for the assessment of activities and processes as per required Policies, Standards and Procedures to strengthen risk management quality
* Help conduct routine testing of internal activities and processes to ensure adherence to established quality standards and identify areas of risk or non-compliance
* Assist to review stakeholder/client feedback and respond to any quality assurance complaints or issues in a timely and efficient manner
* Support quality testing performed for business function quality control and transformation lead quality control post completion of an activity/process
* Help develop and execute Monitoring and Testing for controls, including control design assessment and design of operational effectiveness for monitoring & testing tools, monitoring/testing design assessment, and execution of monitoring/testing tool
* Support reporting on quality control outcomes and control effectiveness to top management and relevant stakeholders
* Have a good understanding of the Citi Risk & control framework and the underlying fundamentals on Risk Management
* Help teams involved in the end-to-end monitoring of the controls as defined in Risk Management policy
* Participate in strategic initiatives for control performance enhancements
* Participate in leadership meetings to analyze documentation and processes to ensure risks and control points are properly addressed
* Help in Control & Monitoring Design Assessment (CMDA) meetings
* Help to identify any monitoring breaks and suggest enhancements
* Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency, as well as effectively supervise the activity of teams and create accountability with those who fail to maintain these standards
Qualifications:
* Minimum of 5-8 years of experience in operational risk management, compliance, audit, or other control-related functions in the financial services industry.
* Ability to identify, measure, and manage key risks and controls.
* Strong knowledge in the development and execution for controls.
* Proven experience in control related functions in the financial industry.
* Proven experience in implementing sustainable solutions and improving processes.
* Understanding of compliance laws, rules, regulations, and best practices.
* Understanding of Citi's Policies, Standards, and Procedures.
* Strong analytical skills to evaluate complex risk and control activities and processes.
* Strong verbal and written communication skills, with a demonstrated ability to engage at the senior management level.
* Strong problem-solving and decision-making skills.
* Ability to manage multiple tasks and priorities.
* Proficiency in Microsoft Office suite, particularly Excel, PowerPoint, and Word.
Education:
Bachelor's/University degree or equivalent experience
* -----------------------------------------------------
Job Family Group:
Controls Governance & Oversight
* -----------------------------------------------------
Job Family:
Quality Assurance, Monitoring & Testing
* -----------------------------------------------------
Time Type:
Full time
* -----------------------------------------------------
Primary Location:
San Jose California United States
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Primary Location Full Time Salary Range:
$98,960.00 - $148,440.00
In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.
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Most Relevant Skills
Analytical Thinking, Assurance Strategy, Communication, Constructive Debate, Controls Assessment, Controls Lifecycle, Policy and Procedure, Risk Remediation, Stakeholder Management.
* -----------------------------------------------------
Other Relevant Skills
For complementary skills, please see above and/or contact the recruiter.
* -----------------------------------------------------
Anticipated Posting Close Date:
Jan 13, 2026
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Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.
If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi.
View Citi's EEO Policy Statement and the Know Your Rights poster.
$99k-148.4k yearly 16d ago
Service Desk Site Manager
Morgan Stanley 4.6
Columbus, OH job
We are seeking an experienced manager to lead our established Service Desk team. The ideal candidate will be a strategic leader with a vision for motivating the team to deliver world-class service. As the Service Desk Manager, they will collaborate with IT colleagues to identify and implement opportunities for efficiency and excellence, aiming to achieve tasks more effectively and promptly.
In the Technology division, we leverage innovation to build the connections and capabilities that power our Firm, enabling our clients and colleagues to redefine markets and shape the future of our communities. This is a Lead Workplace Operations & Support Manager position at the Vice President level, which is part of the job family responsible for delivering efficient technical support and ensuring smooth operations of the organization's workplace environment for end-users, including hardware, software, and network resources.
Morgan Stanley is an industry leader in financial services, known for mobilizing capital to help governments, corporations, institutions, and individuals around the world achieve their financial goals.
Interested in joining a team that's eager to create, innovate and make an impact on the world? Read on.
Since 1935, Morgan Stanley is known as a global leader in financial services, continuously evolving and innovating to better serve our clients and our communities in more than 40 countries around the world.
What you'll do in the role:
Oversee the Service Desk site, with responsibility for managing 30 to 60 employees and contractors involved in level 1 and level 2 support, knowledge management, major incident management, reporting, and training
Convey vision, goals and direction for the team
Define overall strategy and direction
Lead decisively and empower the team
Promote innovation and process improvement
Responsible for overseeing recruitment processes and managing employee performance
Anticipate change impact and implement solutions to reduce its effects
Identify opportunities for efficiency improvement and automation
Drive Service Desk KPI's and metrics
Compile and provide reporting to Senior Management
What you'll bring to the role:
Excellent written and oral communication skills required
Experience with Microsoft Office products, Windows 10, and general office computing tools required
6+ years call-center management experience or equivalent required in a technical or customer service field
Previous Service Desk experience expected
College degree or equivalent experience required
Excellent problem-solving skills required
Experience with financial service firms a plus, but not required
WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work.
To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser.
Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
$76k-104k yearly est. Auto-Apply 60d+ ago
Actuarial Intern - Morristown, NJ/Hybrid
Crum & Forster 4.5
Remote or Morristown, NJ job
Crum & Forster (C&F), with a proud history dating to 1822, provides specialty and standard commercial lines insurance products through our admitted and surplus lines insurance companies. C&F enjoys a financial strength rating of "A+" (Superior) by AM Best and is proud of our superior customer service platform. Our claims and risk engineering services are recognized as among the best in the industry.
Our most valuable asset is our people: more than 2000 employees in locations throughout the United States. The company is increasingly winning recognition as a great place to work, earning several workplace and wellness awards, including the 2024 Great Place to Work Award for our employee-first focus and our steadfast commitment to diversity, equity and Inclusion.
C&F is part of Fairfax Financial Holdings, a global, billion dollar organization.
For more information about Crum & Forster, please visit our website: **************
Job Description
The Actuarial Intern performs data analysis and conversion to support projects for the Actuarial Team Surplus & Specialty division within Crum & Forster. Works under close supervision and direction of Actuaries.
What you will do:
Preparation and analysis of actuarial data.
Automating and migrating current SQL processes to a new environment.
Researching ISO rating manuals and preparing rating specifications for rating service development.
Collaborate with other departments to gather and analyze data.
Perform other duties as assigned.
What you will bring to C&F:
Currently pursuing a Bachelor's or Master's degree in Actuarial Science, Mathematics, Statistics, or a related field.
College sophomore preferred, but juniors will also be considered.
Highly motivated with a go-getter personality.
Completion of at least one actuarial exam is required.
Experience with SQL is required.
Strong analytical and problem-solving skills.
Proficiency in Microsoft Excel and other data analysis tools.
Excellent written and verbal communication skills.
Ability to work independently and as part of a team.
Strong attention to detail and organizational skills.
What C&F will bring to you
A core C&F tenet is owning your career development, so we provide a wealth of ways for you to keep learning, including tuition reimbursement, industry-related certifications and professional training to keep you progressing on your chosen path
A dynamic, ambitious, fun and exciting work environment
We believe you do well by doing good and want to encourage a spirit of social and community responsibility, matching donation program, volunteer opportunities, and an employee-driven corporate giving program that lets you participate and support your community
At C&F you will BELONG
If you require special accommodations, please let us know. We are committed to equal employment opportunity and welcome everyone regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity, or Veteran status. If you require special accommodations, please let us know. Belonging at C&F, is a mindset. It's about fostering a culture of inclusion and connection, where everyone feels valued, heard, and empowered to thrive and where our social impact efforts help strengthen the communities where we live and work.
For California Residents Only: Information collected and processed as part of your career profile and any job applications you choose to submit are subject to our privacy notices and policies, visit **************************************************************** for more information.
Crum & Forster is committed to ensuring a workplace free from discriminatory pay disparities and complying with applicable pay equity laws. Salary ranges are available for all positions at this location, taking into account roles with a comparable level of responsibility and impact in the relevant labor market and these salary ranges are regularly reviewed and adjusted in accordance with prevailing market conditions. The annualized base pay for the advertised position, located in the specified area, ranges from a minimum of $16.00 to a maximum of $27.50. The actual compensation is determined by various factors, including but not limited to the market pay for the jobs at each level, the responsibilities and skills required for each job, and the employee's contribution (performance) in that role. To be considered within market range, a salary is at or above the minimum of the range. You may also have the opportunity to participate in discretionary equity (stock) based compensation and/or performance-based variable pay programs.
#LI-BS1
#LI-HYBRID
$85k-125k yearly est. Auto-Apply 50d ago
Associate Portfolio Manager - Parametric
Morgan Stanley 4.6
Remote or Seattle, WA job
Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, wealth management and investment management services. With offices in more than 41 countries, the Firm's employees serve clients worldwide including corporations, governments, institutions and individuals. For further information about Morgan Stanley, please visit **********************
ABOUT PARAMETRIC
Parametric is part of Morgan Stanley Investment Management, the asset management division of Morgan Stanley. We partner with advisors, institutions, and consultants to build portfolios focused on what's important to them and their clients. A leader in custom solutions for more than 30 years, we help investors access efficient market exposures, solve implementation challenges, and design multi-asset portfolios that respond to their evolving needs. We also offer systematic alpha and alternative strategies to complement clients' core holdings.
This role is part of Parametric's hybrid working model, which includes working in the office 3 days a week and choosing to work remotely or in the office the remaining days of the week.
GENERAL DESCRIPTION
Manages structured equity portfolios maximizing tax efficiency while tracking an index. Portfolio managers act as investment engineers - creating portfolios using optimization software to implement firm's quantitative-based strategy. The Associate Portfolio Manager must continually measure performance, manage risk and control costs.
PRIMARY RESPONSIBILITIES
* Construct optimized equity index portfolios for separate accounts
* Rebalance and transition portfolios to maximize tax-efficiency
* Construct custom benchmark data
* Monitor index changes and corporate actions
* Generate after-tax return data for both portfolios and benchmarks
* Performance attribution
* Respond to client requests for analysis
* Interact across teams including Technology, Research, Marketing, Client Service, Operations
* Participate in process improvement and technology development efforts.
JOB REQUIREMENTS
* Bachelor's (4yr) degree w/ concentration in finance, accounting, engineering or related quantitative focus
* 3+ years of professional experience in investment management or similar is required, or equivalent combination of experience, education, and certification. Internal candidates with 2.5+ years' experience with the firm will be considered.
* Significant progress towards a CFA, MBA and/or another credential relevant to investment management or finance strongly preferred
* Strong mathematical and analytical skills
* Familiarity with academic financial theory and applications
* Working knowledge of equity risk models and portfolio optimization preferred
* Analytical writing ability
WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work.
To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser.
Salary range for the position: $78,000 - 140,000/Yr. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit's incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and 20 Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings.
Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
$78k-140k yearly Auto-Apply 60d+ ago
Operations Senior Associate - Parametric
Morgan Stanley 4.6
Remote or Seattle, WA job
Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, wealth management and investment management services. With offices in more than 41 countries, the Firm's employees serve clients worldwide including corporations, governments, institutions and individuals. For further information about Morgan Stanley, please visit **********************
ABOUT PARAMETRIC
Parametric is part of Morgan Stanley Investment Management, the asset management division of Morgan Stanley. We partner with advisors, institutions, and consultants to build portfolios focused on what is important to them and their clients. A leader in custom solutions for more than 30 years, we help investors access efficient market exposures, solve implementation challenges, and design multi-asset portfolios that respond to their evolving needs. We also offer systematic alpha and alternative strategies to complement clients' core holdings.
This role is part of Parametric's hybrid working model, which includes working in the office 3 days a week and choosing to work remotely or in the office the remaining days of the week.
ABOUT THE TEAM
The operations department ensures all onboarding and lifecycle processes of our clients' accounts are well managed, resulting in an excellent experience with the Parametric product line. The team provides contract, regulatory and operational support during the onboarding and life of institutional derivatives clients, along with other services to ensure the client experience is as smooth and effective as possible.
ABOUT THE ROLE
This position is on the Documentation Team, and will support client and third-party contracts primarily for institutional derivatives clients, client onboarding and new account setup. The role will work closely with legal, portfolio management and operations teams to onboard and maintain client accounts and documentation across the life of a client, and facilitate necessary setups and documentation to trade derivative products, including investment management agreements, broker agreements, ISDAs and trade confirmations.
This role requires strong time management skills, excellent communication, the ability to work in a fast-paced environment, and a focus on process improvement and risk analysis.
PRIMARY RESPONSIBILITES
Prepare draft agreements and other client documentation for institutional derivatives investors. Coordinate efforts with Parametric's internal legal counsel, understand and resolve complex issues and present final documents. Specific documentation may include investment management agreements, derivative trading agreements (including ISDAs, futures and options agreements, and repurchase/reverse repurchase agreements), limited partnership agreements and other fund offering documents, non-disclosure agreements, and ISDA trade confirmations.
Review and update client specific documentation during the client onboarding process and throughout the life of the client; understand client-specific contract terms and requirements.
Communicate directly with brokers and trading counterparties to facilitate opening of new client accounts; complete internal setup of client and trading accounts.
Work closely with Parametric's trading, operations, compliance and business development professionals across multiple office locations; expedite outstanding issues with a sense of urgency, and provide regular status updates and prioritization to meet client and/or internal deadlines.
Review complex regulations and updates, research client-specific legal issues required for servicing the relationship, participate in firm-wide working groups and industry calls, and communicate results clearly to the business.
Review ISDAs, ISDA amendments and master confirmation agreements; assist clients with regulatory requirements during ISDA onboarding, work with trade counterparties and review trade confirmations.
Have primary responsibility for the maintenance of client files and the retention of documents, making use of technology to ensure access to current documents is efficient and secure.
Review and update team policies and procedures.
JOB REQUIREMENTS
Bachelor's (4yr) degree; JD or Paralegal with relevant financial services experience preferred
5+ years' experience in financial services
Well organized, self-starter with the ability to analyze information and take a risk mindset
Exceptional written and verbal communication skills
Document management experience
Prior experience with contracts, derivatives including uncleared products, and financial services regulations preferred.
Parametric believes each member of our organization makes a significant contribution to our success. That contribution should not be limited by the assigned responsibilities. Therefore, this job description is designed to outline primary duties and qualifications. It is our expectation that every member of our team will offer his/her/their services wherever and whenever necessary to ensure the success of our client services.
WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
At Morgan Stanley, we raise, manage and allocate capital for our clients - helping them reach their goals. We do it in a way that's differentiated - and we've done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work.
To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser.
Salary range for the position: $78,000 - 140,000/Yr. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit's incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and 20 Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings.
Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
$78k-140k yearly Auto-Apply 14d ago
Cash and Trade Processing Associate Analyst Hybrid 9pm - 6am
Citi 4.6
Remote or New York job
The Cash & Trade Proc Assoc Analyst 2 is an entry level role responsible for assisting the function with any projects and initiatives related to cash management in coordination with the Transaction Services team. The overall objective is to facilitate multiple complex transaction types from end to end, including escalation as needed.
Responsibilities:
Assist with operational processes and process improvements
Ensure transactions or processes are executed correctly and are compliant with internal policies and controls
Facilitate the investigation, documentation and corrective action implementation of transaction services issues
Aid with the transition, alignment, and stabilization efforts of critical operations functions
Cross-train for various internal roles within the department, and provide back-up coverage for those roles as needed
Assist as required for control, risk, daily activities, and transaction services projects
Perform all required tasks within established procedures and controls to minimize losses
Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.
Qualifications:
0-2 years of relevant experience preferred
Demonstrated cash and trade operations experience & knowledge
Effective verbal and written communication skills
Education:
Bachelor's/University degree or equivalent experience
This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.
Job is during overnight hrs (9 PM EST - 6AM EST)
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Job Family Group:
Operations - Transaction Services
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Job Family:
Cash Management
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Time Type:
Full time
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Primary Location:
Getzville New York United States
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Primary Location Full Time Salary Range:
$55,341.00 - $68,270.00
In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.
------------------------------------------------------
Most Relevant Skills
Please see the requirements listed above.
------------------------------------------------------
Other Relevant Skills
For complementary skills, please see above and/or contact the recruiter.
------------------------------------------------------
Anticipated Posting Close Date:
Jan 20, 2026
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Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.
If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi.
View Citi's EEO Policy Statement and the Know Your Rights poster.
$55.3k-68.3k yearly Auto-Apply 10d ago
Managing Director, Technology Solution and Risk Management - Parametric
Morgan Stanley 4.6
Remote or Seattle, WA job
Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, wealth management and investment management services. With offices in more than 41 countries, the Firm's employees serve clients worldwide including corporations, governments, institutions and individuals. For further information about Morgan Stanley, please visit **********************
ABOUT PARAMETRIC
Parametric is part of Morgan Stanley Investment Management, the asset management division of Morgan Stanley. We partner with advisors, institutions, and consultants to build portfolios focused on what's important to them and their clients. A leader in custom solutions for more than 30 years, we help investors access efficient market exposures, solve implementation challenges, and design multi-asset portfolios that respond to their evolving needs. We also offer systematic alpha and alternative strategies to complement clients' core holdings.
This role is part of Parametric's hybrid working model, which includes working in the office 3 days a week and choosing to work remotely or in the office the remaining days of the week.
ABOUT THE ROLE
The Managing Director, Technology Solution and Risk Management is responsible for the teams that design effective technology-centric solutions and manage technology risks in the organization. The Managing Director is responsible for designing effective, technology-centric processes and solutions that span across the platform that are efficient and support multiple asset classes and investment styles. The role will work with investors across asset classes as well as technology leaders to identify business priorities and design technology flows that improve business processes while increasing consistency across the technology platform. In this role, the Managing Director will develop the appropriate software strategy, striking a balance between: (1) Alignment with the growth objectives of the business; (2) Integrating Parametric disparate investment system processes; and (3) Designing strategic efficient and scalable solutions. Additionally, the Managing Director is responsible for working with Morgan Stanley integration, risk and audit partners on processes that identify, assess and mitigate potential risks associated with the use of technology in the organization.
This role encompasses several key teams in Parametric technology, including the Platform Solution Management (PSM) team, Technology Risk and Audit Support, Application Support and Automation Engineering, and Business Continuity and Disaster Recovery team.
Each of the teams under the Managing Director's purview is led by an Executive Director who reports directly to the Managing Director. These Executive Directors are responsible for the day-to-day operations and strategic direction of their respective teams, ensuring alignment with the overall objectives set by the Managing Director. This structure allows the Managing Director to focus on overarching strategic initiatives and cross-functional integration, while the Executive Directors manage the execution of specific projects and initiatives within their domains. This leadership model fosters a collaborative environment where each team can leverage its expertise to contribute to the organization's success.
Below is an overview of each team, highlighting their specific roles and contributions to the organization's technology and risk management strategy.
The Platform Solution Management (PSM) team at Parametric:
* Is responsible for defining and enabling cross platform business solutions that meet the needs of clients over time. Solutions are products, services or systems that provide value to the client, whether internal or external to the PPA enterprise.
* Sitting at the intersection of business, clients and technology, the team collaborate with multiple departments to understand solution context and define the solution vision, intent, roadmap and capability set.
* This team manages changes to the solution vision or roadmap based on enterprise objectives and strategy
* The Technology PMO sits within this team and is responsible for technology execution and delivery
Members of the PSM team are responsible for working skillfully across the organization to produce
* Solution Vision, which entails defining:
* what we are solving for
* end-to-end user/customer journey or lifecycle
* personas, their skills and needs
* high level outline of a solution that addresses their needs
* Solution Intent (in collaboration with Business Architecture function), which entails defining:
* nomenclature for data and capabilities required to meet business objectives, this is critical to establish common language across business and technology
* capability roadmap as well as migration paths and milestones when going from current state to future state
* overall non-functional requirements that are key metrics required for new system to capture and track
* Align technology design with target operating model (business, operations) that complement evolution in systems
* Execution planning, dependency tracking and risk mitigation for development
The Technology Risk Management and Technical Integration teams at Parametric encompass the following functions and teams:
* Technology Risk and Audit Support
* Application Support and Automation Engineering
* Business Continuity and Disaster Recovery
Members of the Technology Integration, Risk and Audit Support team drive the following activities:
* Risk Identification: work with Morgan Stanley partners to recognize potential threats and vulnerabilities within the technology infrastructure, including hardware, software, networks, and data.
* Risk Assessment: work with Morgan Stanley partners in evaluating the likelihood and potential impact of identified risks, often using a framework to prioritize which risks require the most immediate attention.
* Risk Mitigation: Develop and implement strategies to reduce or eliminate the identified risks, such as implementing security controls, updating systems, and training staff.
* Monitoring and Review: work with Morgan Stanley partners to continuously monitor the effectiveness of risk management strategies and make adjustments as needed, ensuring ongoing protection against evolving threats.
* Ensure alignment with the parent company's technology and operational governance framework, policies, and standards.
Members of the Application Support and Automation Engineering team drive the following activities:
* Application Support and Incident Response: Facilitate application releases and monitor production performance of applications. Function as an L1/L2 point of escalation for all systems related questions. Manage established procedures for responding to production incidents, minimizing damage, and restoring normal operations. This team is global in nature with time zone coverage spanning N. America, Europe and Asia
* Automation Engineering: is responsible for identifying and responding to process improvement, development, enhancements and support of automation processes across Parametric.
Member of the Business Continuity and Disaster Recovery team drive the following activities:
* Develop, implement, and maintain the organization's Business Continuity, Disaster Recovery (BC/DR), ensuring alignment to broader parent policy and governance, alignment to industry best practices and regulatory requirements.
* Creates and modifies guidelines, planning documents, budgetary requirements, risk assessments and incident metrics and risk matrices.
* Assess and monitor the resilience of third-party vendors and service providers critical to business operations.
* Develop and enforce vendor management frameworks, ensuring alignment with contractual obligations, performance metrics, resilience standards corporate policies, regulatory requirements and standards.
* Oversee the incident management framework, ensuring rapid identification, escalation, and resolution of all S3+ incidents - to include physical life safety, cyber, and technology.
* Collaborates with Morgan Stanley business continuity resilience Fusion partners.
* Acts as the senior leader during major incidents, driving effective communication and resolution to minimize business disruption.
* Perform root-cause analysis (RCAs) post-incident to identify trends and implement preventative measures.
PRIMARY RESPONSIBILITES
* Engage with stakeholders at affiliated companies on strategic technology integrations, risk and audit efforts.
* Engage with external clients on technology collaboration and integration efforts.
* Map out overall business process flows for technology platform across Core Services, Investments and Digital.
* Work with Portfolio Managers and Traders internally to identify ways to streamline their current investment process.
* Help development teams like Digital or Core-platform accelerate projects including specifying data flows for data related to risk and analytics.
* Participate in the leadership of the Technology & Operations team as we aim to increase employee engagement, enablement, diversity and inclusion.
* Work closely with Parametric's technology team to ensure that the investment team's technology initiatives are closely aligned with the firm's broader strategic technology initiatives.
* Ensures that software solutions remain integrated, efficient, and appropriate for a highly regulated industry.
* Understand and guide effective implementation and adherence to SOX controls, legal regulations, and compliance requirements; seeks input and guidance when needed
* Ensure all areas of direct responsibility operate consistently within the context of the corporate mission and strategic plan.
* Ensure Parametric technology teams are operating within policy
* Ensure Parametric has a robust and risk controlled operating environment as it applies to continuity of operations
* Ensure Parametric provides 24X7 support for Parametric's technical environment including all custom built and third party tools in use
JOB REQUIREMENTS
* Bachelor's degree in Computer Science
* 15+ years of experience, preferably within the asset management industry, with a strong understanding of Fixed Income, Derivative, and Equity assets, along with a deep understanding of related risk and analytics.
* 10+ years engaging with compliance, controls and or regulatory bodies to manage the risk broadly for a technology organization
* 10+ years of experience working closely with technology teams to deliver, scalable enterprise solutions for the Asset Management Industry.
* 10+ years of experience engaging with senior leadership internally as well as at external clients to understand client needs, define solutions and manage ongoing strategic relationships.
* Experience supervising and guiding teams in technology product management and/or business analysis to define technology solutions.
* Proven track record of becoming a subject matter expert in areas related to current assignments.
* Strong leadership skills including:
* Vision and strategy
* Influencing and consensus building
* Communication
* Total quality commitment
* Ownership and accountability
* Project management
* Successful track record of development and implementation of an innovative strategic vision and plans, and competence in building strategies to deliver technology to meet business goals and objectives. Ability to transform strategy into plans and delivery.
* A creative, self-confident self-motivator with a "can do" orientation, along with the ability to function both independently and as a member of a team. Can work well in a fast paced entrepreneurial environment.
* Passionate, forward thinking and creative individual with high ethical standards and integrity.
* Ability to collaborate and partner as a business professional. The ability to facilitate, gain compromise and/or consensus within diverse teams.
* Assertiveness balanced with a sensitivity toward and concern for people. The ability to create strong work ethics and committed teams, foster open dialogue, and promote individual and team success.
* Superior written and verbal communication skills in customer and internal environment.
Parametric believes each member of our organization makes a significant contribution to our success. That contribution should not be limited by the assigned responsibilities. Therefore, this job description is designed to outline primary duties and qualifications. It is our expectation that every member of our team will offer his/her/their services wherever and whenever necessary to ensure the success of our client services.
WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
At Morgan Stanley, we raise, manage and allocate capital for our clients - helping them reach their goals. We do it in a way that's differentiated - and we've done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work.
To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser.
Salary range for the position: $300,000 - $400,000/Yr. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit's incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and 30 Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings.
Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
$114k-152k yearly est. Auto-Apply 20d ago
Sr Dir Product Marketing
CME Group 4.4
Remote or New York job
CME Group is the world's leading derivatives marketplace. Central to our business is the Commodity product portfolio-spanning Agriculture, Energy, and Metals-which anchors the Exchange's origins and provides critical hedging and price discovery capabilities relied upon by farmers, corporations, and financial institutions, alongside highly liquid trading opportunities for global institutional and individual investors. This vertical is a key growth driver, poised for expansion with an exciting pipeline of new offerings.
The Opportunity
We are seeking a strategic leader to join as the Head of Commodity Product Marketing. This global role is ideal for an individual with a strong understanding of and interest in Commodity markets.
You will lead a team of Marketing Managers to develop and execute strategic marketing plans that support key business priorities. Your primary goal is to drive growth by building product awareness, driving consideration, capturing leads, and supporting both new client acquisition and the growth of existing client relationships.
This position requires a proven leader who can manage direct reports, lead cross-functional teams, and partner with stakeholders to translate business goals into effective marketing campaigns. You will report to the Head of Product Marketing.
What You'll Do (Responsibilities)
Set Marketing Strategy: Define the near- and long-term strategic marketing course to drive incremental revenue for the Commodity portfolio.
Team Leadership: Lead and mentor a team of individual Marketing Managers, guiding their efforts across the Energy, Agriculture, and Metals asset classes.
Cross-Functional Partnership: Partner with business heads, sales, and marketing leadership. Collaborate closely with Business Line Managers, digital marketing, and Corporate Brand & Communications to deliver timely, impactful marketing.
Campaign Development: Gain an in-depth understanding of each business line, its offerings, and customer value propositions. Use this to develop and implement multi-channel digital marketing campaigns tailored to different client segments.
Drive Business Outcomes: Focus all marketing efforts on driving new business, generating a pipeline of prospects for sales, and achieving revenue goals.
Data-Driven Decisions: Leverage data and insights to drive strategic targeting, ongoing performance measurement, and impactful program optimization.
Budget Management: Manage dedicated media and operating budgets with a strong focus on ROI.
Market Intelligence: Intimately understand and monitor the competitive landscape and follow trends impacting the markets to ensure CME products are optimally positioned.
Third Party Relationship management: Build and nurture relationships with key industry partners like Platts, Argus, FastMarkets, and other price reporting agencies (PRAs).
What You'll Bring (Qualifications)
Experience: 15+ years of considerable, relevant marketing experience.
Industry Knowledge: Exposure to Commodity markets and/or the financial industry is required. You are excited by trading and markets.
Leadership: Proven track record of leading impactful marketing programs and experience leading a team.
Marketing Expertise: Demonstrable success in delivering multi-channel digital marketing campaigns including paid display, search, social and owned properties like web and mobile. Experienced in the development, implementation, and measurement of multi-channel marketing programs. Skilled in tailoring marketing strategies to different audience segments, roles, and geographies.
Collaboration: Highly effective in working as part of a global, cross-functional team to deliver marketing results
Communication: A persuasive and passionate communicator, skilled at stakeholder management.
Mindset: You possess an entrepreneurial spirit and a ‘Yes, and' mindset. You are comfortable making decisions, managing projects, and meeting strict deadlines. You enjoy constantly learning to make an impact.
Technical Skills:
Google Workspace, Microsoft Office
Salesforce
Marketing automation platforms (e.g., Marketing Cloud, Pardot, Marketo)
Social platforms (e.g., Sprinklr, Hootsuite)
Analytics tools (e.g., Google Analytics, Tableau)
Location & Schedule
Location: Chicago or New York
Schedule: This is a hybrid role, with 3 days in the office and 2 days working from home.
#JR-1
#hybrid
CME Group is committed to offering a competitive total rewards package for our employees that recognizes their contributions to the business and reflects our long-term investment in their future. The pay ranges for this role based on location are: Chicago: $148,800-$248,000 New York/New Jersey: $163,700-$272,800. Actual salary offered will be dependent on a wide array of factors including but not limited to: relevant experience, skills, education and comparison to internal employees (where relevant). Our compensation program also includes an annual target bonus opportunity for all employees, as well as the opportunity to become an owner in the company through our broad-based equity program. Through our benefits program, we strive to offer flexibility, value and choice. From comprehensive health coverage, to a retirement package that includes both a 401(k) and an active pension plan, to highly competitive education reimbursement provisions, paid time off and a mental health benefit, CME Group offers a holistic benefits package for our team and their dependents.
CME Group: Where Futures are Made
CME Group is the world's leading derivatives marketplace. But who we are goes deeper than that. Here, you can impact markets worldwide. Transform industries. And build a career by shaping tomorrow. We invest in your success and you own it - all while working alongside a team of leading experts who inspire you in ways big and small. Problem solvers, difference makers, trailblazers. Those are our people. And we're looking for more.
At CME Group, we embrace our employees' unique experiences and skills to ensure that everyone's perspectives are acknowledged and valued. As an equal-opportunity employer, we consider all potential employees without regard to any protected characteristic.
Important Notice: Recruitment fraud is on the rise, with scammers using misleading promises of job offers and interviews to solicit money and personal information from job seekers. CME Group adheres to established procedures designed to maintain trust, confidence and security throughout our recruitment process. Learn more here.
$163.7k-272.8k yearly Auto-Apply 53d ago
Senior Lead Counsel, IP & Technology Transactions - Bilingual English/Spanish (Hybrid)
Citigroup Inc. 4.6
Remote or New York, NY job
The Citi Corporate Legal department seeks to fill an attorney role in the Technology Transactions team, within the global Technology, Operations, & Privacy law group. The Technology Transactions Attorney - LATAM is a senior level position responsible for providing Citi businesses and functions with legal counsel and thought leadership on all matters related to Technology Transactions, with a focus on the LATAM located business. This attorney will provide a broad range of commercial legal support for operational and corporate services issues, negotiate and draft a range of general commercial contracts, including technology agreements, outsourcings, and other services arrangements. The role will collaborate with business and function colleagues (Legal, Risk, Compliance, Finance, HR and Enterprise Operations & Technology) globally across Citi: e.g., Institutional Client Bank; Global Consumer Bank; and Corporate Functions, and provide a broad range of commercial legal support across Citi business areas, including HR; Advertising & Marketing; Facilities; Travel; Technology; and Professional Services, and be the primary liaison for global deals impacting the LATAM region.
This role requires a pragmatic, proactive attorney with thorough understanding of Technology Transactions, combined with a solid conceptual / practical grounding in the laws and regulations for the geographies in which we operate, particularly LATAM. This counsel will provide input into strategic decisions while exercising sound legal judgement to develop proactive, risk-appropriate, and commercially business-oriented solutions.
Responsibilities:
* Responsible for providing Citi businesses and functions with legal counsel; supporting strategic initiatives and product/service launches, providing subject matter expertise and interpretations of relevant laws, rules, regulations, and industry practices, and advising business management/leadership on all manners of legal matters related to Technology Transactions, with a focus on LATAM
* Objectively evaluate Technology Transactions business decisions by applying institutional knowledge against industry standard, widely accepted business practices, laws, rules, and regulatory guidelines, with a focus on LATAM, escalating as appropriate
* Collaborate across internal lines of business and control/support functions to achieve coordinated and efficient outcomes on matters related to Technology Transactions; coordinate closely with legal peers, particularly in the LATAM region, aligned to associated businesses
* Proactively identify, evaluate, and contribute to the appropriate management of legal, regulatory, and reputational risk by collaborating with ICRM & Risk, following relevant legal developments, participating in internal projects, and performing other related tasks
* Negotiate and draft a wide range of general commercial contracts, such as technology agreements, outsourcings, other services arrangements and other commercial contracts, for LATAM and Global enterprise use. Many agreements support global frameworks and require flexibility to adapt a global model to specific and varied local legal, regulatory and business requirements.
Qualifications:
* 7+ years of proven general commercial transactional experience. Experience working with financial services companies a plus
* Experience with legal work in LATAM region
* Fluency in both written and spoken English and Spanish is required, with ability to draft, review and negotiate legal agreements in English and Spanish
* Demonstrated expertise in the legal systems and regulatory frameworks of multiple Latin American countries, particularly civil law jurisdictions, is highly desirable
* Effective communication and negotiation skills and ability to build and maintain trusted relationships with the ability to convey complex legal concepts clearly to multi-national audiences
* Excellent leadership, interpersonal, organizational and relationship management skills and experience working effectively with stakeholders from different backgrounds.
* Proven ability to apply sound judgement while managing assignments in a demanding, fast-paced environment
* Member of a US bar in good standing
Education:
* Juris Doctor (J.D.) from an accredited U.S. law school, or an equivalent degree from a recognized foreign institution
Work Environment:
* This is a hybrid role - the position can be based in either the New York City office or Tampa office, both 3 days per week
* -----------------------------------------------------
Job Family Group:
Legal
* -----------------------------------------------------
Job Family:
Legal - Enterprise
* -----------------------------------------------------
Time Type:
Full time
* -----------------------------------------------------
Primary Location:
New York New York United States
* -----------------------------------------------------
Primary Location Full Time Salary Range:
$211,280.00 - $316,920.00
In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.
* -----------------------------------------------------
Most Relevant Skills
Please see the requirements listed above.
* -----------------------------------------------------
Other Relevant Skills
For complementary skills, please see above and/or contact the recruiter.
* -----------------------------------------------------
Anticipated Posting Close Date:
Jan 22, 2026
* -----------------------------------------------------
Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.
If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi.
View Citi's EEO Policy Statement and the Know Your Rights poster.
$211.3k-316.9k yearly 7d ago
Business Service Officer
Morgan Stanley 4.6
Columbus, OH job
add jd
WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
At Morgan Stanley, we raise, manage and allocate capital for our clients - helping them reach their goals. We do it in a way that's differentiated - and we've done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work.
To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser.
Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
$85k-114k yearly est. Auto-Apply 8d ago
Front-End Developer - Remote
Citi Us 4.6
Remote or Virginia job
About us
Creative Information Technology Inc (CITI) is an esteemed IT enterprise renowned for its exceptional customer service and innovation. We serve both government and commercial sectors, offering a range of solutions such as Healthcare IT, Human Services, Identity Credentialing, Cloud Computing, and Big Data Analytics. With clients in the US and abroad, we hold key contract vehicles including GSA IT Schedule 70, NIH CIO-SP3, GSA Alliant, and DHS-Eagle II.
Join us in driving growth and seizing new business opportunities.
Overview
In support of modernizing and enhancing a loan origination and servicing system, we're seeking a skilled Front-End Software Developer to build responsive, user-friendly interfaces for cloud-native applications that adhere to security and software development standards. The ideal candidate will collaborate closely with business analysts, designers and backend developers to deliver seamless user experiences in a dynamic, agile delivery environment.
Work Authorization Requirement:
This position requires candidates to be authorized to work in the United States on a permanent basis.
Sponsorship is not available for this role now or in the future.
Role and Responsibilities
Develop and maintain web applications using Angular 21 or higher (others such as TypeScript, HTML5, and CSS3).
Implement responsive designs and ensure cross-browser compatibility.
Optimize front-end performance and accessibility.
Integrate front-end components with backend APIs.
Collaborate with business analysts, architects, backend developers, and QA testers for cohesive solutions.
Participate in code reviews, testing, and deployment processes.
Troubleshoot and resolve technical issues across the stack.
Minimum Qualification
Develop and maintain web applications using Angular 21 or higher.
Implement responsive designs and ensure cross-browser compatibility.
Optimize front-end performance and accessibility.
Integrate front-end components with backend APIs.
Collaborate with requirements analysts, designers and backend developers for cohesive solutions.
Participate in code reviews and maintain high-quality and security standards.
Preferred Qualification
Experience with AWS services for front-end hosting (e.g., S3, CloudFront).
AWS Certified Developer.
Knowledge of and experience using AI tools (e.g. GitHub Copilot).
Understanding of security best practices for web applications.
Experience with unit testing frameworks (e.g., Jasmine).
Familiarity with monitoring and logging tools (e.g., SonarQube, CloudWatch, X-Ray).
Experience in large scale information technology and database systems utilizing Java technologies.
Experience in developing and / or supporting loan origination and servicing systems.
About Us We're not like other insurance companies. From our specialty products to our business model, our culture to our results - we're different. Different is who we are, and how we work, interact, deliver and succeed together. Creating a different and better insurance experience doesn't just happen. It takes focus and a shared passion for going beyond the expected to forge relationships and deliver care that makes a difference. This approach rises from and is supported by our talented, ethical and smart team of employee owners united around a single purpose: to work alongside our customers and partners when they need us, in unexpected ways, with exceptional results. Apply today to make a difference with us.
RLI is a Glassdoor Best Places to Work company with a strong, successful background. For decades, our financial track record has been stellar - a testament to our culture and validation of our reputation as an excellent underwriting company.
Position Purpose
Under occasional supervision, responsible for maintaining, processing, and resolving claims within defined authority. Assists in verifying policy limits, deductibles, locations, exclusions, and endorsements. Obtains information regarding each claim through various means and evaluates liability. Monitors claim status for potential exposure opportunities. Reviews coverage matters, analysis, and determinations.
Principal Duties & Responsibilities
Responsible for managing RLI Transportation claims.
* Investigate, analyze, and handle new and reassigned Bodily Injury claims for coverage, liability, damages, and reserves.
* Handles subrogation and arbitration.
* Manage appraisers, investigators, adjusters and experts as needed.
* Maintain claim files and ensure claims have full coverage, are properly documented, adjusted, and resolved.
* May work on special project
* Occasionally Handles cargo claims for consumer products
Education & Experience
* Bachelor's degree in business administration, insurance, or a related field.
* 5+ years of auto claim handling experience
* 5+ years of litigation handling to include mediation and trial observation experience.
* Experience in handling trucking, bus and/or commercial auto claims is required for this position.
* AIC or CPCU designation preferred.
Knowledge, Skills, & Competencies
* Proactive in initial investigation, claim handling and resolution.
* Superior communication skills to work effectively with insureds, underwriters and claimants.
* Excellent negotiation skills
* Detail-oriented with good organizational skills.
* Self-motivated and task-oriented.
Compensation Overview
The base salary range for the position is listed below. Please note that the base salary is only one component of our robust total rewards package at RLI. The salary offered will take into account a number of factors including, but not limited to, geographic location, experience, scope & responsibilities of the role, qualifications/credentials, talent availability & specialization, as well as business needs. The below range may be modified in the future.
Base Pay Range
$79,310.00 - $113,414.00
Total Rewards
At RLI, we're all owners. We hire the best and the brightest employees and allow them to share in the company's success through our Total Rewards. With the Employee Stock Ownership plan at its core, the Total Rewards program includes all compensation, benefits and perks that come with being an RLI employee.
Financial Incentives
* Annual bonus plans
* Employee stock ownership plan (ESOP)
* 401(k) - automatic 3% company contribution
* Annual 401k and ESOP profit-sharing contributions (Up to 15% of eligible earnings)
Work & Life
* Paid time off (PTO) and holidays
* Paid volunteer time off (VTO) to support our communities
* Parental and family care leave
* Flexible & hybrid work arrangements
* Fitness center discounts and free virtual fitness platform
* Employee assistance program
Health & Wellness
* Comprehensive medical, dental and vision benefits
* Flexible spending and health savings accounts
* 2x base salary for group life and AD&D insurance
* Voluntary life, critical illness, & accident insurance for purchase
* Short-term and long-term disability benefits
Personal & Professional Growth
RLI encourages its employees to pursue professional development work in insurance and job-related areas. We make a commitment to employees to provide educational opportunities that help them enhance their skills and further their career advancement. RLI fosters a true learning culture and encourages professional growth through insurance courses, in-house training and other educational programs. RLI covers the cost for most programs and employees typically earn a bonus upon successful completion of approved courses and certifications. Our personal and professional growth benefits include:
* Training & certification opportunities
* Tuition reimbursement
* Education bonuses
Diversity & Inclusion
Our goal is to attract, develop and retain the best employee talent from diverse backgrounds while promoting an environment where all viewpoints are valued and individuals feel respected, are treated fairly, and have an opportunity to excel in their chosen careers. We actively support, and participate in, initiatives led by the American Property Casualty Insurance Association that aim to increase diversity in the insurance industry. Cultivating an exceptional and diverse workforce to deliver excellent customer service reinforces our culture and is a key to achieving superior business results.
RLI is an equal opportunity employer and does not discriminate in hiring or employment on the basis of race, color, religion, national origin, citizenship, gender, marital status, sexual orientation, age, disability, veteran status, or any other characteristic protected by federal, state, or local law.
$37k-53k yearly est. Auto-Apply 30d ago
Epic Prelude Analyst Consultant: - Remote
Citi Us 4.6
Remote or Virginia job
About us
Creative Information Technology Inc (CITI) is an esteemed IT enterprise renowned for its exceptional customer service and innovation. We serve both government and commercial sectors, offering a range of solutions such as Healthcare IT, Human Services, Identity Credentialing, Cloud Computing, and Big Data Analytics. With clients in the US and abroad, we hold key contract vehicles including GSA IT Schedule 70, NIH CIO-SP3, GSA Alliant, and DHS-Eagle II.
Join us in driving growth and seizing new business opportunities.
Role and Responsibilities
Work as an analyst with our Prelude analyst to implement these Waystar products for all components/tasks of the project including system decisions, design, system build in Epic and testing with Epic/Waystar.
Work with the Prelude and Project team to leverage the build and mapping in Epic/Experian for the Waystar implementation and assisting in the development of End User training/training material.
Candidate will also provide guidance for the Prelude team to optimize the maintenance for future insurance data/data mapping.
Minimum Qualification
Expertise and certification in Epic Prelude and RTE are required.
Experience with implementing Waystar's RTE, RTA and Coverage Insurance Verification products is highly preferred along with experience changing to Waystar's products from the comparable Experian products.
About Us We're not like other insurance companies. From our specialty products to our business model, our culture to our results - we're different. Different is who we are, and how we work, interact, deliver and succeed together. Creating a different and better insurance experience doesn't just happen. It takes focus and a shared passion for going beyond the expected to forge relationships and deliver care that makes a difference. This approach rises from and is supported by our talented, ethical and smart team of employee owners united around a single purpose: to work alongside our customers and partners when they need us, in unexpected ways, with exceptional results. Apply today to make a difference with us.
RLI is a Glassdoor Best Places to Work company with a strong, successful background. For decades, our financial track record has been stellar - a testament to our culture and validation of our reputation as an excellent underwriting company.
Position Overview
This is an exciting opportunity to join our redesigned and growing Personal Umbrella Claims Team assisting with the management of excess liability claims. We are looking for A+ professionals who can thrive in a fast-paced environment, are eager to develop as a claim examiner and play a critical role in investigating, evaluating and resolving excess claims. If you embrace learning and are looking to develop your skills handling liability claims, come learn why RLI is different.
Principal Duties & Responsibilities
* Rapid fact development: obtain and analyze police/fire reports, accident response letters, 911 audio, dash/body-cam requests, scene photos, surveillance/video preservation, and public-record pulls (DMV, court dockets, etc.).
* Medical & damages file-build: request authorizations, order medical/billing, build medical chronologies and specials summaries; flag prior injuries and apportionment issues for excess exposure analysis.
* Primary carrier stewardship: monitor and document the underlying carrier's investigation progress; escalate gaps or divergence from best practices that could affect the umbrella.
* Open-source & social media research: perform targeted open-source research to corroborate activities, damages, or liability facts; document methodology and maintain chain-of-custody.
* Identify potential sources of third-party evidence (video, EDR data, dash cams) and issue preservation requests and deploy the appropriate experts to obtain; review for accuracy; extract and summarize key facts for claim notes; identify next steps.
* Vendor management: scope and assign field investigators, scene inspectors, nurse reviewers, accident reconstructionist; define deliverables, timelines, and budgets.
Education & Experience
* Bachelor's degree preferred
* 2+ years of auto liability claim handling, paralegal, or legal investigator experience.
* Experience handling umbrella/excess claims and evaluating coverage is a plus.
Knowledge, Skills & Competencies
* Proactive in initial investigation, claim handling and resolution.
* Strong interpersonal and communication skills.
* Working knowledge of auto liability and defenses is preferred.
* Organized, self-motivated and detail oriented.
* Strong analytical and investigative skills, including experience with online research
* Able to manage multiple priorities and excel in a fast-paced environment.
Compensation Overview
The base salary range for the position is listed below. Please note that the base salary is only one component of our robust total rewards package at RLI. The salary offered will take into account a number of factors including, but not limited to, geographic location, experience, scope & responsibilities of the role, qualifications/credentials, talent availability & specialization, as well as business needs. The below range may be modified in the future.
Base Pay Range
$56,754.00 - $79,597.00
Total Rewards
At RLI, we're all owners. We hire the best and the brightest employees and allow them to share in the company's success through our Total Rewards. With the Employee Stock Ownership plan at its core, the Total Rewards program includes all compensation, benefits and perks that come with being an RLI employee.
Financial Incentives
* Annual bonus plans
* Employee stock ownership plan (ESOP)
* 401(k) - automatic 3% company contribution
* Annual 401k and ESOP profit-sharing contributions (Up to 15% of eligible earnings)
Work & Life
* Paid time off (PTO) and holidays
* Paid volunteer time off (VTO) to support our communities
* Parental and family care leave
* Flexible & hybrid work arrangements
* Fitness center discounts and free virtual fitness platform
* Employee assistance program
Health & Wellness
* Comprehensive medical, dental and vision benefits
* Flexible spending and health savings accounts
* 2x base salary for group life and AD&D insurance
* Voluntary life, critical illness, & accident insurance for purchase
* Short-term and long-term disability benefits
Personal & Professional Growth
RLI encourages its employees to pursue professional development work in insurance and job-related areas. We make a commitment to employees to provide educational opportunities that help them enhance their skills and further their career advancement. RLI fosters a true learning culture and encourages professional growth through insurance courses, in-house training and other educational programs. RLI covers the cost for most programs and employees typically earn a bonus upon successful completion of approved courses and certifications. Our personal and professional growth benefits include:
* Training & certification opportunities
* Tuition reimbursement
* Education bonuses
Diversity & Inclusion
Our goal is to attract, develop and retain the best employee talent from diverse backgrounds while promoting an environment where all viewpoints are valued and individuals feel respected, are treated fairly, and have an opportunity to excel in their chosen careers. We actively support, and participate in, initiatives led by the American Property Casualty Insurance Association that aim to increase diversity in the insurance industry. Cultivating an exceptional and diverse workforce to deliver excellent customer service reinforces our culture and is a key to achieving superior business results.
RLI is an equal opportunity employer and does not discriminate in hiring or employment on the basis of race, color, religion, national origin, citizenship, gender, marital status, sexual orientation, age, disability, veteran status, or any other characteristic protected by federal, state, or local law.
$25k-32k yearly est. Auto-Apply 60d+ ago
Associate Portfolio Manager - Parametric
Morgan Stanley 4.6
Remote or Alpharetta, GA job
Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, wealth management and investment management services. With offices in more than 41 countries, the Firm's employees serve clients worldwide including corporations, governments, institutions and individuals. For further information about Morgan Stanley, please visit **********************
ABOUT PARAMETRIC
Parametric is part of Morgan Stanley Investment Management, the asset management division of Morgan Stanley. We partner with advisors, institutions, and consultants to build portfolios focused on what's important to them and their clients. A leader in custom solutions for more than 30 years, we help investors access efficient market exposures, solve implementation challenges, and design multi-asset portfolios that respond to their evolving needs. We also offer systematic alpha and alternative strategies to complement clients' core holdings.
This role is part of Parametric's hybrid working model, which includes working in the office 3 days a week and choosing to work remotely or in the office the remaining days of the week.
GENERAL DESCRIPTION
Manages structured equity portfolios maximizing tax efficiency while tracking an index. Portfolio managers act as investment engineers - creating portfolios using optimization software to implement firm's quantitative-based strategy. The Associate Portfolio Manager must continually measure performance, manage risk and control costs.
PRIMARY RESPONSIBILITIES
- Construct optimized equity index portfolios for separate accounts
- Rebalance and transition portfolios to maximize tax-efficiency
- Construct custom benchmark data
- Monitor index changes and corporate actions
- Generate after-tax return data for both portfolios and benchmarks
- Performance attribution
- Respond to client requests for analysis
- Interact across teams including Technology, Research, Marketing, Client Service, Operations
- Participate in process improvement and technology development efforts.
JOB REQUIREMENTS
- Bachelor's (4yr) degree w/ concentration in finance, accounting, engineering or related quantitative focus
- 3+ years of professional experience in investment management or similar is required, or equivalent combination of experience, education, and certification. Internal candidates with 2.5+ years' experience with the firm will be considered.
- Significant progress towards a CFA, MBA and/or another credential relevant to investment management or finance strongly preferred
- Strong mathematical and analytical skills
- Familiarity with academic financial theory and applications
- Working knowledge of equity risk models and portfolio optimization preferred
- Analytical writing ability
WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work.
To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser.
Salary range for the position: $78,000 - 140,000/Yr. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit's incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and 20 Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings.
Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
$78k-140k yearly Auto-Apply 60d+ ago
Cash and Trade Processing Associate Analyst Two Hybrid
Citigroup 4.6
Remote or Tampa, FL job
The Cash & Trade Proc Assoc Analyst 2 is an entry level role responsible for assisting the function with any projects and initiatives related to cash management in coordination with the Transaction Services team. The overall objective is to facilitate multiple complex transaction types from end to end, including escalation as needed.
**Responsibilities:**
+ Assist with operational processes and process improvements
+ Ensure transactions or processes are executed correctly and are compliant with internal policies and controls
+ Facilitate the investigation, documentation and corrective action implementation of transaction services issues
+ Aid with the transition, alignment, and stabilization efforts of critical operations functions
+ Cross-train for various internal roles within the department, and provide back-up coverage for those roles as needed
+ Assist as required for control, risk, daily activities, and transaction services projects
+ Perform all required tasks within established procedures and controls to minimize losses
+ Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.
**Qualifications:**
+ 0-2 years of relevant experience preferred
+ Demonstrated cash and trade operations experience & knowledge
+ Effective verbal and written communication skills
**Education:**
+ Bachelor's/University degree or equivalent experience
This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.
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**Job Family Group:**
Operations - Transaction Services
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**Job Family:**
Cash Management
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**Time Type:**
Full time
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**Primary Location:**
Tampa Florida United States
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**Primary Location Full Time Salary Range:**
$48,180.00 - $63,140.00
In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.
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**Most Relevant Skills**
Please see the requirements listed above.
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**Other Relevant Skills**
For complementary skills, please see above and/or contact the recruiter.
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**Anticipated Posting Close Date:**
Dec 31, 2025
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_Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law._
_If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi (*************************************************************************** ._
_View Citi's EEO Policy Statement (*********************************************** and the Know Your Rights (*********************************************************************************************** poster._
Citi is an equal opportunity and affirmative action employer.
Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.
$48.2k-63.1k yearly 28d ago
Managing Director, Technology Solution and Risk Management - Parametric
Morgan Stanley 4.6
Remote or New York, NY job
Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, wealth management and investment management services. With offices in more than 41 countries, the Firm's employees serve clients worldwide including corporations, governments, institutions and individuals. For further information about Morgan Stanley, please visit **********************
ABOUT PARAMETRIC
Parametric is part of Morgan Stanley Investment Management, the asset management division of Morgan Stanley. We partner with advisors, institutions, and consultants to build portfolios focused on what's important to them and their clients. A leader in custom solutions for more than 30 years, we help investors access efficient market exposures, solve implementation challenges, and design multi-asset portfolios that respond to their evolving needs. We also offer systematic alpha and alternative strategies to complement clients' core holdings.
This role is part of Parametric's hybrid working model, which includes working in the office 3 days a week and choosing to work remotely or in the office the remaining days of the week.
ABOUT THE ROLE
The Managing Director, Technology Solution and Risk Management is responsible for the teams that design effective technology-centric solutions and manage technology risks in the organization. The Managing Director is responsible for designing effective, technology-centric processes and solutions that span across the platform that are efficient and support multiple asset classes and investment styles. The role will work with investors across asset classes as well as technology leaders to identify business priorities and design technology flows that improve business processes while increasing consistency across the technology platform. In this role, the Managing Director will develop the appropriate software strategy, striking a balance between: (1) Alignment with the growth objectives of the business; (2) Integrating Parametric disparate investment system processes; and (3) Designing strategic efficient and scalable solutions. Additionally, the Managing Director is responsible for working with Morgan Stanley integration, risk and audit partners on processes that identify, assess and mitigate potential risks associated with the use of technology in the organization.
This role encompasses several key teams in Parametric technology, including the Platform Solution Management (PSM) team, Technology Risk and Audit Support, Application Support and Automation Engineering, and Business Continuity and Disaster Recovery team.
Each of the teams under the Managing Director's purview is led by an Executive Director who reports directly to the Managing Director. These Executive Directors are responsible for the day-to-day operations and strategic direction of their respective teams, ensuring alignment with the overall objectives set by the Managing Director. This structure allows the Managing Director to focus on overarching strategic initiatives and cross-functional integration, while the Executive Directors manage the execution of specific projects and initiatives within their domains. This leadership model fosters a collaborative environment where each team can leverage its expertise to contribute to the organization's success.
Below is an overview of each team, highlighting their specific roles and contributions to the organization's technology and risk management strategy.
The Platform Solution Management (PSM) team at Parametric:
Is responsible for defining and enabling cross platform business solutions that meet the needs of clients over time. Solutions are products, services or systems that provide value to the client, whether internal or external to the PPA enterprise.
Sitting at the intersection of business, clients and technology, the team collaborate with multiple departments to understand solution context and define the solution vision, intent, roadmap and capability set.
This team manages changes to the solution vision or roadmap based on enterprise objectives and strategy
The Technology PMO sits within this team and is responsible for technology execution and delivery
Members of the PSM team are responsible for working skillfully across the organization to produce
Solution Vision, which entails defining:
what we are solving for
end-to-end user/customer journey or lifecycle
personas, their skills and needs
high level outline of a solution that addresses their needs
Solution Intent (in collaboration with Business Architecture function), which entails defining:
nomenclature for data and capabilities required to meet business objectives, this is critical to establish common language across business and technology
capability roadmap as well as migration paths and milestones when going from current state to future state
overall non-functional requirements that are key metrics required for new system to capture and track
Align technology design with target operating model (business, operations) that complement evolution in systems
Execution planning, dependency tracking and risk mitigation for development
The Technology Risk Management and Technical Integration teams at Parametric encompass the following functions and teams:
Technology Risk and Audit Support
Application Support and Automation Engineering
Business Continuity and Disaster Recovery
Members of the Technology Integration, Risk and Audit Support team drive the following activities:
Risk Identification: work with Morgan Stanley partners to recognize potential threats and vulnerabilities within the technology infrastructure, including hardware, software, networks, and data.
Risk Assessment: work with Morgan Stanley partners in evaluating the likelihood and potential impact of identified risks, often using a framework to prioritize which risks require the most immediate attention.
Risk Mitigation: Develop and implement strategies to reduce or eliminate the identified risks, such as implementing security controls, updating systems, and training staff.
Monitoring and Review: work with Morgan Stanley partners to continuously monitor the effectiveness of risk management strategies and make adjustments as needed, ensuring ongoing protection against evolving threats.
Ensure alignment with the parent company's technology and operational governance framework, policies, and standards.
Members of the Application Support and Automation Engineering team drive the following activities:
Application Support and Incident Response: Facilitate application releases and monitor production performance of applications. Function as an L1/L2 point of escalation for all systems related questions. Manage established procedures for responding to production incidents, minimizing damage, and restoring normal operations. This team is global in nature with time zone coverage spanning N. America, Europe and Asia
Automation Engineering: is responsible for identifying and responding to process improvement, development, enhancements and support of automation processes across Parametric.
Member of the Business Continuity and Disaster Recovery team drive the following activities:
Develop, implement, and maintain the organization's Business Continuity, Disaster Recovery (BC/DR), ensuring alignment to broader parent policy and governance, alignment to industry best practices and regulatory requirements.
Creates and modifies guidelines, planning documents, budgetary requirements, risk assessments and incident metrics and risk matrices.
Assess and monitor the resilience of third-party vendors and service providers critical to business operations.
Develop and enforce vendor management frameworks, ensuring alignment with contractual obligations, performance metrics, resilience standards corporate policies, regulatory requirements and standards.
Oversee the incident management framework, ensuring rapid identification, escalation, and resolution of all S3+ incidents - to include physical life safety, cyber, and technology.
Collaborates with Morgan Stanley business continuity resilience Fusion partners.
Acts as the senior leader during major incidents, driving effective communication and resolution to minimize business disruption.
Perform root-cause analysis (RCAs) post-incident to identify trends and implement preventative measures.
PRIMARY RESPONSIBILITES
Engage with stakeholders at affiliated companies on strategic technology integrations, risk and audit efforts.
Engage with external clients on technology collaboration and integration efforts.
Map out overall business process flows for technology platform across Core Services, Investments and Digital.
Work with Portfolio Managers and Traders internally to identify ways to streamline their current investment process.
Help development teams like Digital or Core-platform accelerate projects including specifying data flows for data related to risk and analytics.
Participate in the leadership of the Technology & Operations team as we aim to increase employee engagement, enablement, diversity and inclusion.
Work closely with Parametric's technology team to ensure that the investment team's technology initiatives are closely aligned with the firm's broader strategic technology initiatives.
Ensures that software solutions remain integrated, efficient, and appropriate for a highly regulated industry.
Understand and guide effective implementation and adherence to SOX controls, legal regulations, and compliance requirements; seeks input and guidance when needed
Ensure all areas of direct responsibility operate consistently within the context of the corporate mission and strategic plan.
Ensure Parametric technology teams are operating within policy
Ensure Parametric has a robust and risk controlled operating environment as it applies to continuity of operations
Ensure Parametric provides 24X7 support for Parametric's technical environment including all custom built and third party tools in use
JOB REQUIREMENTS
Bachelor's degree in Computer Science
15+ years of experience, preferably within the asset management industry, with a strong understanding of Fixed Income, Derivative, and Equity assets, along with a deep understanding of related risk and analytics.
10+ years engaging with compliance, controls and or regulatory bodies to manage the risk broadly for a technology organization
10+ years of experience working closely with technology teams to deliver, scalable enterprise solutions for the Asset Management Industry.
10+ years of experience engaging with senior leadership internally as well as at external clients to understand client needs, define solutions and manage ongoing strategic relationships.
Experience supervising and guiding teams in technology product management and/or business analysis to define technology solutions.
Proven track record of becoming a subject matter expert in areas related to current assignments.
Strong leadership skills including:
Vision and strategy
Influencing and consensus building
Communication
Total quality commitment
Ownership and accountability
Project management
Successful track record of development and implementation of an innovative strategic vision and plans, and competence in building strategies to deliver technology to meet business goals and objectives. Ability to transform strategy into plans and delivery.
A creative, self-confident self-motivator with a "can do" orientation, along with the ability to function both independently and as a member of a team. Can work well in a fast paced entrepreneurial environment.
Passionate, forward thinking and creative individual with high ethical standards and integrity.
Ability to collaborate and partner as a business professional. The ability to facilitate, gain compromise and/or consensus within diverse teams.
Assertiveness balanced with a sensitivity toward and concern for people. The ability to create strong work ethics and committed teams, foster open dialogue, and promote individual and team success.
Superior written and verbal communication skills in customer and internal environment.
Parametric believes each member of our organization makes a significant contribution to our success. That contribution should not be limited by the assigned responsibilities. Therefore, this job description is designed to outline primary duties and qualifications. It is our expectation that every member of our team will offer his/her/their services wherever and whenever necessary to ensure the success of our client services.
WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
At Morgan Stanley, we raise, manage and allocate capital for our clients - helping them reach their goals. We do it in a way that's differentiated - and we've done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work.
To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser.
Salary range for the position: $300,000 - $400,000/Yr. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit's incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and 30 Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings.
Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
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