Post job

Senior Associate jobs at Fidelity Investments - 2321 jobs

  • Senior Associate, Hybrid Multifamily Investment Management

    Invesco Real Estate 4.6company rating

    San Francisco, CA jobs

    A global investment management firm is seeking an Associate Director in San Francisco or Los Angeles to oversee investment management for multifamily assets. This role involves driving investment strategy, measuring asset performance, and collaborating with partners. Candidates should possess a degree and at least 5 years of institutional real estate experience. Competitive compensation of $125,000 to $175,000 and an inclusive workplace culture are offered. #J-18808-Ljbffr
    $125k-175k yearly 3d ago
  • Job icon imageJob icon image 2

    Looking for a job?

    Let Zippia find it for you.

  • Audit Senior Manager - Hybrid, Lead Audits & Growth

    Grant Thornton International Ltd. 4.6company rating

    San Jose, CA jobs

    A leading audit and advisory firm is seeking an Audit Senior Manager in San Jose, CA. In this key role, you will oversee financial statement audits and support engagement teams through technical expertise and client relationship management. Candidates should possess a Bachelor's degree in accounting or related fields and an active CPA license, along with at least 8 years of public accounting experience. The salary range for this position is $138,000 to $230,000 per year. #J-18808-Ljbffr
    $138k-230k yearly 6d ago
  • Senior Associate, Private Equity Real Estate - Drive Deals

    Thrivent Financial 4.4company rating

    Minneapolis, MN jobs

    A leading financial services organization in Minneapolis is seeking a Senior Associate in private equity real estate. This role requires a bachelor's degree and at least four years of experience in commercial real estate. The associate will manage investment performance monitoring, support deal teams, and prepare materials for investment committees. The organization offers competitive salary and extensive benefits including health insurance, retirement plans, and generous paid time off. #J-18808-Ljbffr
    $70k-104k yearly est. 3d ago
  • Biotech Public Equity Senior Associate - Venture Investments

    Novo Holdings 3.9company rating

    San Francisco, CA jobs

    A leading investment firm based in San Francisco is looking for an experienced candidate with a scientific background to join their public equity investment team. The role involves assessing investment opportunities, preparing materials, and collaborating with various teams. Ideal candidates will have a Ph.D. or M.D. and at least 3 years of experience in biotech or medtech analysis. The firm offers comprehensive benefits including medical, parental leave, and generous PTO. #J-18808-Ljbffr
    $86k-130k yearly est. 6d ago
  • Senior Performance & Risk Analytics Associate: Institutions

    Jpmorgan Chase & Co 4.8company rating

    Boston, MA jobs

    A leading global financial services firm in Boston seeks a Performance and Risk Analytics Associate. The role involves delivering advanced analytics, conducting comprehensive performance analyses, and engaging with clients to deepen relationships. Candidates should hold a Bachelor's degree and have at least 10 years of experience in performance analysis within financial services. Excellent communication skills and a proactive attitude toward client management are essential, along with a strong understanding of institutional fund accounting. Periodic travel may be required. #J-18808-Ljbffr
    $82k-130k yearly est. 4d ago
  • Senior Performance & Risk Analytics Associate: Institutions

    Jpmorgan Chase & Co 4.8company rating

    Boston, MA jobs

    A leading financial services firm in Boston is seeking a Performance and Risk Analytics Associate to support institutional clients with advanced analytics throughout the investment lifecycle. This role involves representing the firm at client onboardings, conducting performance analyses, and building strong relationships within complex organizations. The ideal candidate has a Bachelor's degree in a relevant field and at least 10 years of experience in performance and risk analytics, alongside excellent communication skills. Opportunities to travel periodically for client engagements are also part of the role. #J-18808-Ljbffr
    $82k-130k yearly est. 4d ago
  • Senior Associate, Client Processing

    The Bank of New York Mellon 4.4company rating

    Lake Mary, FL jobs

    At BNY, our culture allows us to run our company better and enables employees' growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world's investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide. Recognized as a top destination for innovators and champions of inclusion, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance - and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary. We're seeking a future team member for the role of Senior Associate, Client Processing to join our Client Processing team. This role is located in Lake Mary, FL (4days in the office per week). In this role, you'll make an impact in the following ways: Interaction with Fund Manager and Fund's staff Interaction with the Fund's Investors & prospective Investors Review of Investor subscription documents Obtaining complete trade and AML documentation from prospective Investors Inputting Investor profile, documentation and trades into Praeeo / Internal System Maintaining Investor records across various internal systems Production of Investor confirmations, statements, ad hoc reporting (including ERISA holdings reports & audit requests) and general correspondence Processing Client and Investor requests for web access Oversee operational processes or a small team Review submitted work and hold regular meetings with staff Additional duties and projects as assigned To be successful in this role, we're seeking the following: BS or BA in a business-related field preferred 1-3 years experience in Financial Services, preferably Investor Relations in a complex industry such as alternative investments Strong Microsoft Office skills, with a focus on Excel Proven customer service skills At BNY, our culture speaks for itself, check out the latest BNY news at: BNY Newsroom BNY LinkedIn Here's a few of our recent awards: America's Most Innovative Companies, Fortune, 2025 World's Most Admired Companies, Fortune 2025 "Most Just Companies", Just Capital and CNBC, 2025 Our Benefits and Rewards: BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life's journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter. BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.
    $77k-114k yearly est. 3d ago
  • Anti-Money Laundering EDD & Monitoring Senior Associate

    BBVA Global Wealth Advisors 4.8company rating

    Miami, FL jobs

    BBVA Global Wealth Advisors, an SEC-registered investment adviser, is seeking a motivated and detail-oriented AML EDD & Monitoring Senior Associate to join our growing Compliance Team. This role is responsible for executing and enhancing our Regulatory Compliance Program, including Anti-Money Laundering (AML) and financial crime prevention program. You'll play a key role in protecting the firm from illicit activities while ensuring strict adherence to all applicable laws and SEC regulations. The ideal candidate brings strong investigative, analytical, and regulatory experience, with the ability to translate complex risks into actionable controls and deliver high-quality results in a fast-paced environment. Key Responsibilities As a AML EDD & Monitoring Senior Associate, you'll be on the front lines of our financial crime defense, with a diverse range of responsibilities that include: EDDs/Risk Assessments: Conduct initial and ongoing Enhanced Due Diligence (EDD) reviews in higher-risk clients, including PEPs, foreign clients, complex ownership structures, source of wealth verification, and adverse media, documenting conclusions in a clear, concise, and factual manner. Assess customer risk profiles determined by the firm's risk-based methodology and maintain accurate, up-to-date risk ratings. Identify potential risks, escalate concerns, and propose effective operational improvements to help ensure that operation controls are in place for all key processes and that any control weaknesses are appropriately addressed and escalated. Account Periodic Reviews: Performing periodic, risk-based reviews of client accounts across all client risk tiers, ensuring ongoing compliance with AML & KYC standards. This includes verifying client information, updating beneficial ownership details, and re-assessing client risk profiles in accordance with firm policy. Revalidate client information, transactional behavior, and adverse findings, and take actions accordingly, as dictated by AML Policies and Procedures. Document conclusions in a clear, concise, and factual manner. Transaction Monitoring & Investigations: Analyzing transactional data for unusual patterns, red flags, and suspicious activities that may indicate money laundering, terrorist financing, or other financial crimes. Collaborate with operation and commercial teams to understand the transactional context and escalate matter when appropriate. Conduct timely investigations into potentially suspicious behavior, gather supporting documentation, and prepare well-supported recommendations to escalate activity, as needed. Watchlists & Screening Oversight: Manage the internal list name screening process, playing a key role in quality assurance and ensuring the process effectiveness. Oversee the accuracy, completeness, and regular updates of internal watchlists, including lists of high-risk individuals, entities, and jurisdictions. Collaborating with various departments to ensure timely inclusion or removal of names. Work with internal and external stakeholders to ensure system accuracy and proper calibration to reduce false positives and maintain industry standards. AML Policies, Procedures, Control Enhancement: Assist in the drafting, review, and transposition of Compliance policies, procedures, and controls to ensure they are current, comprehensive, and effectively mitigate identified risks. Translate applicable regulatory requirements into actionable internal guidance. Support internal and external audits, regulatory examinations, and remediation plans, as applicable. Special Projects: Participate in and lead various special projects aimed at enhancing our AML Compliance program, such as system implementations, new product risk assessments, training initiatives, and internal audit responses. Ad Hoc Requests: Responding promptly and accurately to various ad hoc requests from internal stakeholders (e.g., front office, operations, legal) and external parties (e.g., auditors, regulators) related to Compliance as required by business needs. Compliance Cross-Functional Collaboration - this role may have exposure to cross functional collaboration, including but not limited to: Administer the systems used by the GWA Compliance program, especially those used for AML. Assist with the GWA AML Compliance and general Compliance testing program, ensuring compliance with SEC regulations, GWA internal policies, and Holding level requirements. Develop and deliver targeted training as required by the Compliance team initiatives. Qualifications The ideal candidate will have a basic foundation in Regulatory Compliance, demonstrated by: 5+ years of experience at a financial institution (BD or RIA preferrable). Certified Anti-Money Laundering Specialist (CAMS) certification is a preferred (or willingness to obtain within 12 months). Direct, hands-on experience with EDD, KYC, and transaction monitoring. Strong Familiarity of U.S. regulations, including the Bank Secrecy Act (BSA), USA PATRIOT Act, and OFAC sanctions programs. Proven ability to conduct thorough investigations, analyze complex data, and make well-reasoned decisions under pressure. Strong analytical skills with an ability to identify trends, patterns, and anomalies. Exceptional written and verbal communication skills, with the ability to articulate complex risk concepts clearly and concisely to diverse audiences. High degree of attention to detail and accuracy in all work. Ability to manage multiple priorities effectively and meet deadlines in a dynamic environment. A strong ethical compass and commitment to upholding the highest standards of compliance. Proficient in collaboration platforms like Google Workspace and Office 365. Bilingual - Fluency in both English and Spanish (verbal and written).
    $82k-108k yearly est. 5d ago
  • Senior Audit Manager: Lead Engagements & Client Impact

    Uhy LLP 4.7company rating

    Melville, NY jobs

    A leading professional services firm in New York is seeking an experienced Audit Senior Manager to oversee audit engagements and manage a team. The role requires strong leadership and client management skills, along with extensive experience in auditing within a CPA firm. Responsibilities include ensuring audit quality, developing comprehensive strategies, and mentoring junior staff. Competitive compensation ranging from $150,000 to $210,000 is offered, along with a collaborative work environment. #J-18808-Ljbffr
    $150k-210k yearly 6d ago
  • Sr. Associate Counsel, Global Regulatory Affairs

    Visa 4.5company rating

    Washington, DC jobs

    Visa is a world leader in payments and technology, with over 259 billion payments transactions flowing safely between consumers, merchants, financial institutions, and government entities in more than 200 countries and territories each year. Our mission is to connect the world through the most innovative, convenient, reliable, and secure payments network, enabling individuals, businesses, and economies to thrive while driven by a common purpose - to uplift everyone, everywhere by being the best way to pay and be paid. Make an impact with a purpose-driven industry leader. Join us today and experience Life at Visa. Job Description Visa is seeking a lawyer to join its growing Global Regulatory Affairs team. The position will report to a Senior Managing Counsel, Global Regulatory Affairs. The role includes responsibility for managing and coordinating complex regulatory matters. The attorney will work closely with experienced lawyers across the globe and different practice groups to support and advise internal Visa teams, help develop the company's thought leadership and strategy in key regulatory areas, conduct factual and legal research, respond to government requests and consultations, draft regulatory submissions, and monitor and track legislative developments. Applicants must be skilled at managing multiple priorities in a fast-paced, time-sensitive, and challenging, but highly rewarding, environment; have outstanding communication skills (written and verbal); have excellent judgment and strong analytical, problem solving, client counseling, and negotiation skills; demonstrate strong attention to detail and resourcefulness; be self-motivated, entrepreneurial and a self-starter; be comfortable with using emerging technologies and Artificial Intelligence tools to create innovative and efficient ways to work; and be a confident, creative, forward-thinking, collaborative team player. Visa Is Looking for Someone Who Will Collaborate closely with Visa's global and regional legal, business, and government engagement teams in managing complex and time-sensitive regulatory matters. Support global and regional legal, business, and government engagement teams in developing global regulatory positions and strategy, drafting regulatory submissions to government agencies, driving thought leadership, and supporting direct engagements with regulators and policymakers around the world. Develop global best practices in key areas on an ongoing basis, and ensure global regulatory strategies are applied consistently and effectively across the organization, functions, and regions. Collaborate with regional legal and government engagement teams to monitor and track legislative and regulatory developments and trends and assess impact to the organization. Prepare and deliver regular reports and updates to senior stakeholders regarding regulatory developments. Demonstrate strong attention to detail in all aspects of drafting, research, and communication. Manage multiple priorities, consistently deliver exceptionally high-quality work product, and meet tight deadlines. The position can be based in Atlanta, Austin, San Francisco, or Washington D.C. This is a hybrid position. Expectation of days in office will be confirmed by your hiring manager. Qualifications Basic Qualifications 2 years of relevant work experience with a Bachelor's degree and J.D. from an accredited law school A member of the bar of any U.S. state and in good standing Admitted to practice law in the United States and in good standing Preferred Qualifications 4+ years of relevant work experience with a Bachelor's degree and J.D. from an accredited law school Outstanding written and verbal communication skills Strong academic credentials Strong preference for prior experience in payments, financial services, and/or technology Strong preference for prior experience in law firms with international and regulatory practice groups, in-house counsel roles, large global organizations, or government Must be able to develop strong and collaborative working relationships with colleagues across functions Must be a practical and strategic problem-solver with excellent judgment and intellectual curiosity Must be a self-motivated individual and able to work independently and collaboratively as needed Experience working internationally, and fluency in foreign languages would be a plus Additional Information Work Hours: Varies upon the needs of the department. Travel Requirements: This position requires travel5-10% of the time. Mental/Physical Requirements: This position will be performed in an office setting. The position will require the incumbent to sit and stand at a desk, communicate in person and by telephone, frequently operate standard office equipment, such as telephones and computers. Visa is an EEO Employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, disability or protected veteran status. Visa will also consider for employment qualified applicants with criminal histories in a manner consistent with EEOC guidelines and applicable local law. Visa will consider for employment qualified applicants with criminal histories in a manner consistent with applicable local law, including the requirements of Article 49 of the San Francisco Police Code. U.S. APPLICANTS ONLY: The estimated salary range for a new hire into this position is $176,800 to $230,000 USD per year, which may include potential sales incentive payments (if applicable). Salary may vary depending on job-related factors which may include knowledge, skills, experience, and location. In addition, this position may be eligible for bonus and equity. Visa has a comprehensive benefits package for which this position may be eligible that includes Medical, Dental, Vision, 401 (k), FSA/HSA, Life Insurance, Paid Time Off, and Wellness Program.
    $176.8k-230k yearly 4d ago
  • Sr. Associate Counsel, Global Regulatory Affairs

    Visa 4.5company rating

    San Francisco, CA jobs

    Visa is a world leader in payments and technology, with over 259 billion payments transactions flowing safely between consumers, merchants, financial institutions, and government entities in more than 200 countries and territories each year. Our mission is to connect the world through the most innovative, convenient, reliable, and secure payments network, enabling individuals, businesses, and economies to thrive while driven by a common purpose - to uplift everyone, everywhere by being the best way to pay and be paid. Make an impact with a purpose-driven industry leader. Join us today and experience Life at Visa. Job Description Visa is seeking a lawyer to join its growing Global Regulatory Affairs team. The position will report to a Senior Managing Counsel, Global Regulatory Affairs. The role includes responsibility for managing and coordinating complex regulatory matters. The attorney will work closely with experienced lawyers across the globe and different practice groups to support and advise internal Visa teams, help develop the company's thought leadership and strategy in key regulatory areas, conduct factual and legal research, respond to government requests and consultations, draft regulatory submissions, and monitor and track legislative developments. Applicants must be skilled at managing multiple priorities in a fast-paced, time-sensitive, and challenging, but highly rewarding, environment; have outstanding communication skills (written and verbal); have excellent judgment and strong analytical, problem solving, client counseling, and negotiation skills; demonstrate strong attention to detail and resourcefulness; be self-motivated, entrepreneurial and a self-starter; be comfortable with using emerging technologies and Artificial Intelligence tools to create innovative and efficient ways to work; and be a confident, creative, forward-thinking, collaborative team player. Visa Is Looking for Someone Who Will Collaborate closely with Visa's global and regional legal, business, and government engagement teams in managing complex and time-sensitive regulatory matters. Support global and regional legal, business, and government engagement teams in developing global regulatory positions and strategy, drafting regulatory submissions to government agencies, driving thought leadership, and supporting direct engagements with regulators and policymakers around the world. Develop global best practices in key areas on an ongoing basis, and ensure global regulatory strategies are applied consistently and effectively across the organization, functions, and regions. Collaborate with regional legal and government engagement teams to monitor and track legislative and regulatory developments and trends and assess impact to the organization. Prepare and deliver regular reports and updates to senior stakeholders regarding regulatory developments. Demonstrate strong attention to detail in all aspects of drafting, research, and communication. Manage multiple priorities, consistently deliver exceptionally high-quality work product, and meet tight deadlines. The position can be based in Atlanta, Austin, San Francisco, or Washington D.C. This is a hybrid position. Expectation of days in office will be confirmed by your hiring manager. Qualifications Basic Qualifications 2 years of relevant work experience with a Bachelor's degree and J.D. from an accredited law school A member of the bar of any U.S. state and in good standing Admitted to practice law in the United States and in good standing Preferred Qualifications 4+ years of relevant work experience with a Bachelor's degree and J.D. from an accredited law school Outstanding written and verbal communication skills Strong academic credentials Strong preference for prior experience in payments, financial services, and/or technology Strong preference for prior experience in law firms with international and regulatory practice groups, in-house counsel roles, large global organizations, or government Must be able to develop strong and collaborative working relationships with colleagues across functions Must be a practical and strategic problem-solver with excellent judgment and intellectual curiosity Must be a self-motivated individual and able to work independently and collaboratively as needed Experience working internationally, and fluency in foreign languages would be a plus Additional Information Work Hours: Varies upon the needs of the department. Travel Requirements: This position requires travel5-10% of the time. Mental/Physical Requirements: This position will be performed in an office setting. The position will require the incumbent to sit and stand at a desk, communicate in person and by telephone, frequently operate standard office equipment, such as telephones and computers. Visa is an EEO Employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, disability or protected veteran status. Visa will also consider for employment qualified applicants with criminal histories in a manner consistent with EEOC guidelines and applicable local law. Visa will consider for employment qualified applicants with criminal histories in a manner consistent with applicable local law, including the requirements of Article 49 of the San Francisco Police Code. U.S. APPLICANTS ONLY: The estimated salary range for a new hire into this position is $176,800 to $230,000 USD per year, which may include potential sales incentive payments (if applicable). Salary may vary depending on job-related factors which may include knowledge, skills, experience, and location. In addition, this position may be eligible for bonus and equity. Visa has a comprehensive benefits package for which this position may be eligible that includes Medical, Dental, Vision, 401 (k), FSA/HSA, Life Insurance, Paid Time Off, and Wellness Program.
    $176.8k-230k yearly 4d ago
  • Sr. Associate Counsel, Global Regulatory Affairs

    Visa 4.5company rating

    Austin, TX jobs

    Visa is a world leader in payments and technology, with over 259 billion payments transactions flowing safely between consumers, merchants, financial institutions, and government entities in more than 200 countries and territories each year. Our mission is to connect the world through the most innovative, convenient, reliable, and secure payments network, enabling individuals, businesses, and economies to thrive while driven by a common purpose - to uplift everyone, everywhere by being the best way to pay and be paid. Make an impact with a purpose-driven industry leader. Join us today and experience Life at Visa. Job Description Visa is seeking a lawyer to join its growing Global Regulatory Affairs team. The position will report to a Senior Managing Counsel, Global Regulatory Affairs. The role includes responsibility for managing and coordinating complex regulatory matters. The attorney will work closely with experienced lawyers across the globe and different practice groups to support and advise internal Visa teams, help develop the company's thought leadership and strategy in key regulatory areas, conduct factual and legal research, respond to government requests and consultations, draft regulatory submissions, and monitor and track legislative developments. Applicants must be skilled at managing multiple priorities in a fast-paced, time-sensitive, and challenging, but highly rewarding, environment; have outstanding communication skills (written and verbal); have excellent judgment and strong analytical, problem solving, client counseling, and negotiation skills; demonstrate strong attention to detail and resourcefulness; be self-motivated, entrepreneurial and a self-starter; be comfortable with using emerging technologies and Artificial Intelligence tools to create innovative and efficient ways to work; and be a confident, creative, forward-thinking, collaborative team player. Visa Is Looking for Someone Who Will Collaborate closely with Visa's global and regional legal, business, and government engagement teams in managing complex and time-sensitive regulatory matters. Support global and regional legal, business, and government engagement teams in developing global regulatory positions and strategy, drafting regulatory submissions to government agencies, driving thought leadership, and supporting direct engagements with regulators and policymakers around the world. Develop global best practices in key areas on an ongoing basis, and ensure global regulatory strategies are applied consistently and effectively across the organization, functions, and regions. Collaborate with regional legal and government engagement teams to monitor and track legislative and regulatory developments and trends and assess impact to the organization. Prepare and deliver regular reports and updates to senior stakeholders regarding regulatory developments. Demonstrate strong attention to detail in all aspects of drafting, research, and communication. Manage multiple priorities, consistently deliver exceptionally high-quality work product, and meet tight deadlines. The position can be based in Atlanta, Austin, San Francisco, or Washington D.C. This is a hybrid position. Expectation of days in office will be confirmed by your hiring manager. Qualifications Basic Qualifications 2 years of relevant work experience with a Bachelor's degree and J.D. from an accredited law school A member of the bar of any U.S. state and in good standing Admitted to practice law in the United States and in good standing Preferred Qualifications 4+ years of relevant work experience with a Bachelor's degree and J.D. from an accredited law school Outstanding written and verbal communication skills Strong academic credentials Strong preference for prior experience in payments, financial services, and/or technology Strong preference for prior experience in law firms with international and regulatory practice groups, in-house counsel roles, large global organizations, or government Must be able to develop strong and collaborative working relationships with colleagues across functions Must be a practical and strategic problem-solver with excellent judgment and intellectual curiosity Must be a self-motivated individual and able to work independently and collaboratively as needed Experience working internationally, and fluency in foreign languages would be a plus Additional Information Work Hours: Varies upon the needs of the department. Travel Requirements: This position requires travel5-10% of the time. Mental/Physical Requirements: This position will be performed in an office setting. The position will require the incumbent to sit and stand at a desk, communicate in person and by telephone, frequently operate standard office equipment, such as telephones and computers. Visa is an EEO Employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, disability or protected veteran status. Visa will also consider for employment qualified applicants with criminal histories in a manner consistent with EEOC guidelines and applicable local law. Visa will consider for employment qualified applicants with criminal histories in a manner consistent with applicable local law, including the requirements of Article 49 of the San Francisco Police Code. U.S. APPLICANTS ONLY: The estimated salary range for a new hire into this position is $176,800 to $230,000 USD per year, which may include potential sales incentive payments (if applicable). Salary may vary depending on job-related factors which may include knowledge, skills, experience, and location. In addition, this position may be eligible for bonus and equity. Visa has a comprehensive benefits package for which this position may be eligible that includes Medical, Dental, Vision, 401 (k), FSA/HSA, Life Insurance, Paid Time Off, and Wellness Program.
    $176.8k-230k yearly 4d ago
  • Sr. Associate Counsel, Global Securities and Corporate Governance

    Visa 4.5company rating

    San Francisco, CA jobs

    Visa is a world leader in payments and technology, with over 259 billion payments transactions flowing safely between consumers, merchants, financial institutions, and government entities in more than 200 countries and territories each year. Our mission is to connect the world through the most innovative, convenient, reliable, and secure payments network, enabling individuals, businesses, and economies to thrive while driven by a common purpose - to uplift everyone, everywhere by being the best way to pay and be paid. Make an impact with a purpose-driven industry leader. Join us today and experience Life at Visa. Job Description We are seeking a Senior Associate Counsel to join our Global Securities and Corporate Governance Team. This position will report to our VP, Corporate. Essential Functions Primary responsibilities for this position include supporting the Global Securities and Corporate Governance team in U.S. public company matters, such as preparing and reviewing SEC and NYSE filings, earnings preparation, capital market transactions, and other corporate matters. Responsibilities also include supporting the board of directors and advising on corporate governance, investor relations, general corporate, finance and treasury-related matters. This is a hybrid position. Expectation of days in office will be confirmed by your Hiring Manager. Qualifications Basic Qualifications * 5 or more years of relevant work experience with a Bachelor's Degree or at least 2 years of work experience with an Advanced degree (e.g. Masters, MBA, JD, MD) or 0 years of work experience with a PhD Preferred Qualifications * 6 or more years of work experience with a Bachelor's Degree or 4 or more years of relevant experience with an Advanced Degree (e.g. Masters, MBA, JD, MD) or up to 3 years of relevant experience with a PhD * 5 years of experience, combination of in-house and law firm experience preferred * Juris Doctor degree or foreign equivalent * Admission to practice law in at least one U.S. jurisdiction * Knowledge of U.S. securities, corporate governance, and general corporate matters * Advise on securities law and SEC compliance and public company reporting activities, including current and periodic reports, annual reports, registration statements, Section 16 filings and foreign equity filings. * Support Investor Relations, Controllership, Treasury, Equity, Corporate Communications and other legal and cross-functional teams to execute and manage key corporate projects and transactions * Assist on corporate governance matters, including preparing and reviewing Board of Director and committee meeting agendas and materials as well as subsidiary governance * Have good judgment and strong analytical skills combined with a practical approach to problem solving * A high level of self-motivation, initiative, and ability to operate effectively as a collaborative team player across different functions, senior leaders and other colleagues. * Ability to be responsive and flexible in a fast-paced and challenging environment * Ability to prioritize and manage multiple projects simultaneously * Strong organizational skills and meticulous attention to details * Excellent verbal and written communication skills Additional Information Work Hours: Varies upon the needs of the department. Travel Requirements: This position requires travel5-10% of the time. Mental/Physical Requirements: This position will be performed in an office setting. The position will require the incumbent to sit and stand at a desk, communicate in person and by telephone, frequently operate standard office equipment, such as telephones and computers. Visa is an EEO Employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, disability or protected veteran status. Visa will also consider for employment qualified applicants with criminal histories in a manner consistent with EEOC guidelines and applicable local law. Visa will consider for employment qualified applicants with criminal histories in a manner consistent with applicable local law, including the requirements of Article 49 of the San Francisco Police Code. U.S. APPLICANTS ONLY: The estimated salary range for a new hire into this position is 180,600.00 to 235,000.00 USD per year, which may include potential sales incentive payments (if applicable). Salary may vary depending on job-related factors which may include knowledge, skills, experience, and location. In addition, this position may be eligible for bonus and equity. Visa has a comprehensive benefits package for which this position may be eligible that includes Medical, Dental, Vision, 401 (k), FSA/HSA, Life Insurance, Paid Time Off, and Wellness Program.
    $93k-126k yearly est. 4d ago
  • Sr. Associate Counsel, Global Regulatory Affairs

    Visa 4.5company rating

    Atlanta, GA jobs

    Visa is a world leader in payments and technology, with over 259 billion payments transactions flowing safely between consumers, merchants, financial institutions, and government entities in more than 200 countries and territories each year. Our mission is to connect the world through the most innovative, convenient, reliable, and secure payments network, enabling individuals, businesses, and economies to thrive while driven by a common purpose - to uplift everyone, everywhere by being the best way to pay and be paid. Make an impact with a purpose-driven industry leader. Join us today and experience Life at Visa. Job Description Visa is seeking a lawyer to join its growing Global Regulatory Affairs team. The position will report to a Senior Managing Counsel, Global Regulatory Affairs. The role includes responsibility for managing and coordinating complex regulatory matters. The attorney will work closely with experienced lawyers across the globe and different practice groups to support and advise internal Visa teams, help develop the company's thought leadership and strategy in key regulatory areas, conduct factual and legal research, respond to government requests and consultations, draft regulatory submissions, and monitor and track legislative developments. Applicants must be skilled at managing multiple priorities in a fast-paced, time-sensitive, and challenging, but highly rewarding, environment; have outstanding communication skills (written and verbal); have excellent judgment and strong analytical, problem solving, client counseling, and negotiation skills; demonstrate strong attention to detail and resourcefulness; be self-motivated, entrepreneurial and a self-starter; be comfortable with using emerging technologies and Artificial Intelligence tools to create innovative and efficient ways to work; and be a confident, creative, forward-thinking, collaborative team player. Visa Is Looking for Someone Who Will Collaborate closely with Visa's global and regional legal, business, and government engagement teams in managing complex and time-sensitive regulatory matters. Support global and regional legal, business, and government engagement teams in developing global regulatory positions and strategy, drafting regulatory submissions to government agencies, driving thought leadership, and supporting direct engagements with regulators and policymakers around the world. Develop global best practices in key areas on an ongoing basis, and ensure global regulatory strategies are applied consistently and effectively across the organization, functions, and regions. Collaborate with regional legal and government engagement teams to monitor and track legislative and regulatory developments and trends and assess impact to the organization. Prepare and deliver regular reports and updates to senior stakeholders regarding regulatory developments. Demonstrate strong attention to detail in all aspects of drafting, research, and communication. Manage multiple priorities, consistently deliver exceptionally high-quality work product, and meet tight deadlines. The position can be based in Atlanta, Austin, San Francisco, or Washington D.C. This is a hybrid position. Expectation of days in office will be confirmed by your hiring manager. Qualifications Basic Qualifications 2 years of relevant work experience with a Bachelor's degree and J.D. from an accredited law school A member of the bar of any U.S. state and in good standing Admitted to practice law in the United States and in good standing Preferred Qualifications 4+ years of relevant work experience with a Bachelor's degree and J.D. from an accredited law school Outstanding written and verbal communication skills Strong academic credentials Strong preference for prior experience in payments, financial services, and/or technology Strong preference for prior experience in law firms with international and regulatory practice groups, in-house counsel roles, large global organizations, or government Must be able to develop strong and collaborative working relationships with colleagues across functions Must be a practical and strategic problem-solver with excellent judgment and intellectual curiosity Must be a self-motivated individual and able to work independently and collaboratively as needed Experience working internationally, and fluency in foreign languages would be a plus Additional Information Work Hours: Varies upon the needs of the department. Travel Requirements: This position requires travel5-10% of the time. Mental/Physical Requirements: This position will be performed in an office setting. The position will require the incumbent to sit and stand at a desk, communicate in person and by telephone, frequently operate standard office equipment, such as telephones and computers. Visa is an EEO Employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, disability or protected veteran status. Visa will also consider for employment qualified applicants with criminal histories in a manner consistent with EEOC guidelines and applicable local law. Visa will consider for employment qualified applicants with criminal histories in a manner consistent with applicable local law, including the requirements of Article 49 of the San Francisco Police Code. U.S. APPLICANTS ONLY: The estimated salary range for a new hire into this position is $176,800 to $230,000 USD per year, which may include potential sales incentive payments (if applicable). Salary may vary depending on job-related factors which may include knowledge, skills, experience, and location. In addition, this position may be eligible for bonus and equity. Visa has a comprehensive benefits package for which this position may be eligible that includes Medical, Dental, Vision, 401 (k), FSA/HSA, Life Insurance, Paid Time Off, and Wellness Program.
    $74k-101k yearly est. 4d ago
  • Sr Associate - Investment Portfolio (HYBRID - Richmond, VA)

    Atlantic Union Bank 4.3company rating

    Glen Allen, VA jobs

    The Investment Portfolio Senior Associate is responsible for managing all aspects of the Company's fixed-income securities holdings. This role is part of the Corporate Treasury department and reports directly to the Corporate Treasurer. The Senior Associate works closely with other Treasury team members to ensure the investment portfolio aligns with overall Asset-Liability Management (ALM) and Liquidity Management strategies. Position Accountabilities Develop and execute investment strategies that optimize portfolio performance while adhering to ALM objectives and established investment policies. Collaborate with the Bank's investment subsidiary on municipal securities portfolio management. Perform pre-purchase analysis on investments and execute trades with approved broker-dealers to meet strategic goals. Monitor portfolio performance, risk metrics, and ensure compliance with internal policies and regulatory requirements. Validate securities' valuations independently and assess potential impairment risks. Prepare and present detailed investment reports to the Asset-Liability Committee (ALCO) regarding policy compliance and risk monitoring. Monitor and report on the Bank's interest rate swaps and other derivative positions. Coordinate with Corporate Treasury team members to support departmental initiatives. Organizational Relationship This position reports to the Corporate Treasurer. Position Qualifications Education & Experience Bachelor's degree in finance, economics, or a related field required. Master's degree in finance, economics, or a related field preferred. Minimum 5 years' experience in investment management; banking experience preferred. Strong understanding of global financial markets with proven analytical and quantitative skills. Proficiency with Bloomberg and/or other investment research and analytical tools. Knowledge & Skills Familiarity with investment accounting, safekeeping, and pledging. Comprehensive understanding of interest rate risk, preferably in the context of bank balance sheets. Knowledge of banking concepts, accounting, economic, and finance principles. Ability to work independently while managing multiple priorities. Advanced analytical and problem-solving skills with strong attention to detail. Excellent organizational, interpersonal, and verbal and written communication skills. Builds effective working relationships and supports cohesive, team-focused environment. Proficient in Microsoft Office Suite, including Excel, Word, and PowerPoint. Salary offered will be based on several factors including but not limited to education, work experience, certifications, etc. This position is also eligible to participate in either an applicable incentive compensation plan for the position or a discretionary profit sharing bonus program. General information on our comprehensive benefits package can be found by visiting about/careers/benefits. We are proud to be an Equal Employment Opportunity employer. We maintain a drug-free workplace. Equal Opportunity Employer This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
    $104k-161k yearly est. 4d ago
  • Assurance Manager - Financial Services

    Eisneramper 4.8company rating

    Miami, FL jobs

    At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact. Whether you're starting out in your career or taking your next step as a seasoned professional, the EisnerAmper experience is one-of-a-kind. You can design a career you'll love from top to bottom - we give you the tools you need to succeed and the autonomy to reach your goals. We are seeking an Audit Manager to join the Financial Services Audit practice, able to sit in a number of our offices. We are seeking someone who thrives in a growing environment and providing clients with exceptional services. What it Means to Work for EisnerAmper: You will get to be part of one of the largest and fastest growing accounting and advisory firms in the industry You will have the flexibility to manage your days in support of our commitment to work/life balance You will join a culture that has received multiple top "Places to Work" awards We believe that great work is accomplished when cultures, ideas and experiences come together to create new solutions We understand that embracing our differences is what unites us as a team and strengthens our foundation Showing up authentically is how we, both as professionals and a Firm, find inspiration to do our best work What Work You Will be Responsible For: Collaborate to plan audit objectives and determine an audit strategy Lead multiple audit engagements and competing priorities Review and examine, and analyze accounting records, financial statements, and other financial reports to assess accuracy, completeness, and conformance to reporting and procedural standards Maintain active communication with clients to manage expectations, ensure satisfaction, and lead change efforts effectively Understand and manage firm risk on audits and proposals Supervise, train and mentor staff during engagement Assess performance of staff for engagement evaluations Basic Qualifications: Bachelor's degree in Accounting or equivalent field 5+ years of progressive audit and/or assurance experience CPA Experience with asset management clients Preferred/Desired Qualifications: Master's degree in Accounting or equivalent field 1+ year of supervisory experience EisnerAmper is proud to be a merit-based employer. We do not discriminate on the basis of veteran or disability status or any protected characteristics under federal, state, or local law About Our Audit Team: In the EisnerAmper Audit Group, we're transforming the traditional reputation of auditing. By operating on the core tenets of profound trust, professional integrity, and consistent results, we strive to create lasting partnerships with our clients based on solutions rather than simply identifying issues in their financial statements. To stay up to date with evolving industry processes and regulations, we place a heavy emphasis on continued education and the consistent adoption of new technologies. This enables us to effectively innovate, grow as individuals, and provide faster, more accurate solutions and due diligence for our partners. Acting as a trusted third party to our clients, we provide solutions that create assurance and peace of mind. Because we understand trust comes with time, we define success by the relationships we create and foster. We act as a trusted business advisor every step of the way, from a client's first financial report to their close of business. About EisnerAmper: EisnerAmper is one of the largest accounting, tax, and business advisory firms, with nearly 4,000 employees and more than 350 partners across the world. We combine responsiveness with a long-range perspective; to help clients meet the pressing issues they face today and position them for success tomorrow. Our clients are enterprises as diverse as sophisticated financial institutions and start-ups, global public firms, and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across a variety of industries. We are also engaged by the attorneys, financial professionals, bankers, and investors who serve these clients. Should you need any accommodations to complete this application please email: For Minnesota, the expected salary range for this position is between $112,000 - $121,000 USD Annual. The range for the position in other geographies may vary based on market differences. The actual compensation will be determined based on experience and other factors permitted by law. #LI-MC1 #LI-Hybrid Preferred Location:New York For NYC and California, the expected salary range for this position is between 85000 and 150000 The range for the position in other geographies may vary based on market differences.The actual compensation will be determined based on experience and other factors permitted by law.
    $112k-121k yearly 4d ago
  • Assurance Manager - Financial Services

    Eisneramper 4.8company rating

    Melville, NY jobs

    At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact. Whether you're starting out in your career or taking your next step as a seasoned professional, the EisnerAmper experience is one-of-a-kind. You can design a career you'll love from top to bottom - we give you the tools you need to succeed and the autonomy to reach your goals. We are seeking an Audit Manager to join the Financial Services Audit practice, able to sit in a number of our offices. We are seeking someone who thrives in a growing environment and providing clients with exceptional services. What it Means to Work for EisnerAmper: You will get to be part of one of the largest and fastest growing accounting and advisory firms in the industry You will have the flexibility to manage your days in support of our commitment to work/life balance You will join a culture that has received multiple top "Places to Work" awards We believe that great work is accomplished when cultures, ideas and experiences come together to create new solutions We understand that embracing our differences is what unites us as a team and strengthens our foundation Showing up authentically is how we, both as professionals and a Firm, find inspiration to do our best work What Work You Will be Responsible For: Collaborate to plan audit objectives and determine an audit strategy Lead multiple audit engagements and competing priorities Review and examine, and analyze accounting records, financial statements, and other financial reports to assess accuracy, completeness, and conformance to reporting and procedural standards Maintain active communication with clients to manage expectations, ensure satisfaction, and lead change efforts effectively Understand and manage firm risk on audits and proposals Supervise, train and mentor staff during engagement Assess performance of staff for engagement evaluations Basic Qualifications: Bachelor's degree in Accounting or equivalent field 5+ years of progressive audit and/or assurance experience CPA Experience with asset management clients Preferred/Desired Qualifications: Master's degree in Accounting or equivalent field 1+ year of supervisory experience EisnerAmper is proud to be a merit-based employer. We do not discriminate on the basis of veteran or disability status or any protected characteristics under federal, state, or local law About Our Audit Team: In the EisnerAmper Audit Group, we're transforming the traditional reputation of auditing. By operating on the core tenets of profound trust, professional integrity, and consistent results, we strive to create lasting partnerships with our clients based on solutions rather than simply identifying issues in their financial statements. To stay up to date with evolving industry processes and regulations, we place a heavy emphasis on continued education and the consistent adoption of new technologies. This enables us to effectively innovate, grow as individuals, and provide faster, more accurate solutions and due diligence for our partners. Acting as a trusted third party to our clients, we provide solutions that create assurance and peace of mind. Because we understand trust comes with time, we define success by the relationships we create and foster. We act as a trusted business advisor every step of the way, from a client's first financial report to their close of business. About EisnerAmper: EisnerAmper is one of the largest accounting, tax, and business advisory firms, with nearly 4,000 employees and more than 350 partners across the world. We combine responsiveness with a long-range perspective; to help clients meet the pressing issues they face today and position them for success tomorrow. Our clients are enterprises as diverse as sophisticated financial institutions and start-ups, global public firms, and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across a variety of industries. We are also engaged by the attorneys, financial professionals, bankers, and investors who serve these clients. Should you need any accommodations to complete this application please email: For Minnesota, the expected salary range for this position is between $112,000 - $121,000 USD Annual. The range for the position in other geographies may vary based on market differences. The actual compensation will be determined based on experience and other factors permitted by law. #LI-MC1 #LI-Hybrid Preferred Location:New York For NYC and California, the expected salary range for this position is between 85000 and 150000 The range for the position in other geographies may vary based on market differences.The actual compensation will be determined based on experience and other factors permitted by law.
    $112k-121k yearly 4d ago
  • Assurance Manager - Financial Services

    Eisneramper 4.8company rating

    Minneapolis, MN jobs

    At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact. Whether you're starting out in your career or taking your next step as a seasoned professional, the EisnerAmper experience is one-of-a-kind. You can design a career you'll love from top to bottom - we give you the tools you need to succeed and the autonomy to reach your goals. We are seeking an Audit Manager to join the Financial Services Audit practice, able to sit in a number of our offices. We are seeking someone who thrives in a growing environment and providing clients with exceptional services. What it Means to Work for EisnerAmper: You will get to be part of one of the largest and fastest growing accounting and advisory firms in the industry You will have the flexibility to manage your days in support of our commitment to work/life balance You will join a culture that has received multiple top "Places to Work" awards We believe that great work is accomplished when cultures, ideas and experiences come together to create new solutions We understand that embracing our differences is what unites us as a team and strengthens our foundation Showing up authentically is how we, both as professionals and a Firm, find inspiration to do our best work What Work You Will be Responsible For: Collaborate to plan audit objectives and determine an audit strategy Lead multiple audit engagements and competing priorities Review and examine, and analyze accounting records, financial statements, and other financial reports to assess accuracy, completeness, and conformance to reporting and procedural standards Maintain active communication with clients to manage expectations, ensure satisfaction, and lead change efforts effectively Understand and manage firm risk on audits and proposals Supervise, train and mentor staff during engagement Assess performance of staff for engagement evaluations Basic Qualifications: Bachelor's degree in Accounting or equivalent field 5+ years of progressive audit and/or assurance experience CPA Experience with asset management clients Preferred/Desired Qualifications: Master's degree in Accounting or equivalent field 1+ year of supervisory experience EisnerAmper is proud to be a merit-based employer. We do not discriminate on the basis of veteran or disability status or any protected characteristics under federal, state, or local law About Our Audit Team: In the EisnerAmper Audit Group, we're transforming the traditional reputation of auditing. By operating on the core tenets of profound trust, professional integrity, and consistent results, we strive to create lasting partnerships with our clients based on solutions rather than simply identifying issues in their financial statements. To stay up to date with evolving industry processes and regulations, we place a heavy emphasis on continued education and the consistent adoption of new technologies. This enables us to effectively innovate, grow as individuals, and provide faster, more accurate solutions and due diligence for our partners. Acting as a trusted third party to our clients, we provide solutions that create assurance and peace of mind. Because we understand trust comes with time, we define success by the relationships we create and foster. We act as a trusted business advisor every step of the way, from a client's first financial report to their close of business. About EisnerAmper: EisnerAmper is one of the largest accounting, tax, and business advisory firms, with nearly 4,000 employees and more than 350 partners across the world. We combine responsiveness with a long-range perspective; to help clients meet the pressing issues they face today and position them for success tomorrow. Our clients are enterprises as diverse as sophisticated financial institutions and start-ups, global public firms, and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across a variety of industries. We are also engaged by the attorneys, financial professionals, bankers, and investors who serve these clients. Should you need any accommodations to complete this application please email: For Minnesota, the expected salary range for this position is between $112,000 - $121,000 USD Annual. The range for the position in other geographies may vary based on market differences. The actual compensation will be determined based on experience and other factors permitted by law. #LI-MC1 #LI-Hybrid Preferred Location:New York For NYC and California, the expected salary range for this position is between 85000 and 150000 The range for the position in other geographies may vary based on market differences.The actual compensation will be determined based on experience and other factors permitted by law.
    $112k-121k yearly 4d ago
  • Audit Manager

    Bank of America Corporation 4.7company rating

    Charlotte, NC jobs

    At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: This job is responsible for overseeing assigned areas of audit work acting as an Auditor-in-Charge (AIC), and executing on the audit strategy for Lines of Business (LOBs) as well as overseeing and review of SOX controls testing work. Responsibilities: * Act as a subject matter expert on the accounting treatment of banking and trading book products under both US GAAP and IFRS. * Responsible for planning, executing, and reporting on audits within the CFO organization, with a particular focus on the accuracy of accounting treatment for trading and banking book products under US GAAP, IFRS, and other relevant European GAAP frameworks. * Oversee audit testing to ensure timely execution adhering to audit policies, procedures, and quality standards. * Evaluate the impact of audit findings on business processes, controls, and strategic initiatives, providing well-supported recommendations and escalating emerging themes or trends. * Draft high quality audit reports * Apply sound judgment and intellectual curiosity to challenge and influence management, driving enhancements in the control environment and promoting continuous improvement. * Manage Sarbanes-Oxley (SOX) control testing activities, ensuring timely execution and high-quality documentation. * Review SOX testing workpapers to confirm accuracy, completeness, and adherence to regulatory standards. * Supervise and mentor a team of associates, fostering an inclusive and collaborative work culture while providing day-to-day guidance and support. * Build and maintain strong relationships with business partners, particularly line management, to deepen understanding of business operations and risks. * Leverage deep product, business, and technical expertise to effectively challenge management and contribute to strengthening the overall control framework. Required Qualifications and Experience: * Fully qualified professional accountant (CPA, ACA, ACCA, or equivalent). * Proven experience with a leading accounting firm or financial institution, specifically in translating financial statements of a financial institution from one GAAP framework to another (e.g., US GAAP to IFRS). * Hands-on experience in the finance function of a financial institution (or with a leading accounting firm), overseeing compliance and reporting under multiple GAAP frameworks (including US GAAP, IFRS, and relevant European GAAPs). * Excellent understanding of financial instruments and their treatment under different accounting frameworks. * Experience with SOX compliance and SOX controls testing preferable but not essential. Managerial Responsibilities: This position will have responsibilities for managing associates. At Bank of America, all managers at this level demonstrate the following responsibilities, in addition to those specific to the role, listed above. * Opportunity & Inclusion Champion: Models an inclusive environment for employees and clients, aligned to company Great Place to Work goals. * Manager of Process & Data: Demonstrates deep process knowledge, operational excellence and innovation through a focus on simplicity, data based decision making and continuous improvement. * Enterprise Advocate & Communicator: Communicates enterprise decisions, purpose, and results, and connects to team strategy, priorities and contributions. * Risk Manager: Ensures proper risk discipline, controls and culture are in place to identify, escalate and debate issues. * People Manager & Coach: Provides inspection, coaching and feedback to motivate, differentiate and improve performance. * Financial Steward: Actively manages expenses and budgets in alignment with objectives, making sound financial decisions. * Enterprise Talent Leader: Assesses talent and builds bench strength for roles across the organization. * Driver of Business Outcomes: Delivers results by effectively prioritizing, inspecting and appropriately delegating team work. Required Skills * Proactive self-starter with a strong desire to learn, share knowledge, and adapt to changing priorities. * Excellent analytical and problem-solving skills. * Ability to work independently and manage multiple tasks effectively in a fast-paced, deadline-driven environment. * Strong interpersonal skills with the ability to collaborate across diverse teams and build effective working relationships. * Team-oriented mindset with a focus on solutions and a strong awareness of risk. * Clear and confident communicator, capable of presenting complex issues and findings to senior stakeholders. * Strong audit report writing skills, with the ability to articulate findings clearly, concisely, and professionally. * Experience with audit project management tools and a working knowledge of data analytics tools (e.g., Alteryx, Excel, SQL) is preferred. Other Skills: * Risk Management * Business Acumen * Coaching * Project Management * Relationship Building * Written Communications * Attention to Detail * Automation * Critical Thinking * Technical Documentation Shift: 1st shift (United States of America) Hours Per Week: 40
    $90k-111k yearly est. 4d ago
  • Assurance Manager - Financial Services

    Eisneramper 4.8company rating

    West Palm Beach, FL jobs

    At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact. Whether you're starting out in your career or taking your next step as a seasoned professional, the EisnerAmper experience is one-of-a-kind. You can design a career you'll love from top to bottom - we give you the tools you need to succeed and the autonomy to reach your goals. We are seeking an Audit Manager to join the Financial Services Audit practice, able to sit in a number of our offices. We are seeking someone who thrives in a growing environment and providing clients with exceptional services. What it Means to Work for EisnerAmper: You will get to be part of one of the largest and fastest growing accounting and advisory firms in the industry You will have the flexibility to manage your days in support of our commitment to work/life balance You will join a culture that has received multiple top "Places to Work" awards We believe that great work is accomplished when cultures, ideas and experiences come together to create new solutions We understand that embracing our differences is what unites us as a team and strengthens our foundation Showing up authentically is how we, both as professionals and a Firm, find inspiration to do our best work What Work You Will be Responsible For: Collaborate to plan audit objectives and determine an audit strategy Lead multiple audit engagements and competing priorities Review and examine, and analyze accounting records, financial statements, and other financial reports to assess accuracy, completeness, and conformance to reporting and procedural standards Maintain active communication with clients to manage expectations, ensure satisfaction, and lead change efforts effectively Understand and manage firm risk on audits and proposals Supervise, train and mentor staff during engagement Assess performance of staff for engagement evaluations Basic Qualifications: Bachelor's degree in Accounting or equivalent field 5+ years of progressive audit and/or assurance experience CPA Experience with asset management clients Preferred/Desired Qualifications: Master's degree in Accounting or equivalent field 1+ year of supervisory experience EisnerAmper is proud to be a merit-based employer. We do not discriminate on the basis of veteran or disability status or any protected characteristics under federal, state, or local law About Our Audit Team: In the EisnerAmper Audit Group, we're transforming the traditional reputation of auditing. By operating on the core tenets of profound trust, professional integrity, and consistent results, we strive to create lasting partnerships with our clients based on solutions rather than simply identifying issues in their financial statements. To stay up to date with evolving industry processes and regulations, we place a heavy emphasis on continued education and the consistent adoption of new technologies. This enables us to effectively innovate, grow as individuals, and provide faster, more accurate solutions and due diligence for our partners. Acting as a trusted third party to our clients, we provide solutions that create assurance and peace of mind. Because we understand trust comes with time, we define success by the relationships we create and foster. We act as a trusted business advisor every step of the way, from a client's first financial report to their close of business. About EisnerAmper: EisnerAmper is one of the largest accounting, tax, and business advisory firms, with nearly 4,000 employees and more than 350 partners across the world. We combine responsiveness with a long-range perspective; to help clients meet the pressing issues they face today and position them for success tomorrow. Our clients are enterprises as diverse as sophisticated financial institutions and start-ups, global public firms, and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across a variety of industries. We are also engaged by the attorneys, financial professionals, bankers, and investors who serve these clients. Should you need any accommodations to complete this application please email: For Minnesota, the expected salary range for this position is between $112,000 - $121,000 USD Annual. The range for the position in other geographies may vary based on market differences. The actual compensation will be determined based on experience and other factors permitted by law. #LI-MC1 #LI-Hybrid Preferred Location:New York For NYC and California, the expected salary range for this position is between 85000 and 150000 The range for the position in other geographies may vary based on market differences.The actual compensation will be determined based on experience and other factors permitted by law.
    $112k-121k yearly 4d ago

Learn more about Fidelity Investments jobs

View all jobs