Finance advisor jobs in Ramapo, NY - 416 jobs

Regular Your opportunity At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified location. Schwab's Wealth Advisory team embodies our firm's commitment to client-centric approach. Schwab Wealth Advisory is a premier, fee based and non-discretionary investment advisory solution providing clients with a personal relationship, specialized service and ongoing advice built on Schwab's approach to investing. As an Associate Wealth Advisor, you will be responsible for supporting 2-4 Wealth Advisors by servicing, deepening, and retaining their virtual client relationships. You will have the opportunity to leverage your client service and wealth management expertise by providing customized financial planning, foundational portfolio needs, and complex client service issues. This role will provide you the opportunity to continue to build a strong foundation in wealth management and sets you on the path to becoming a Wealth Advisor. You will receive mentorship by some of the industry's top Wealth Advisors and professional development through coaching and ongoing training to prepare you for the next opportunity in Schwab Wealth Advisory. What you have Required Qualifications: Active and valid FINRA Series 7 Active and valid FINRA Series 66 (may be obtained with a 120-day COE) 1-3 years of experience in the financial services industry Preferred Qualifications: Experience servicing high net worth clients Bachelor's Degree In addition to the salary range, this role is also eligible for bonus or incentive opportunities. What's in it for you At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis. We offer a competitive benefits package that takes care of the whole you - both today and in the future: 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance

Investment Analyst / Associate (Solar & Infrastructure) An established owner and operator of commercial solar assets is looking to hire an Investment Analyst or Associate into its investment and finance team. This is a hands-on role supporting the acquisition and development of distributed generation solar projects. You'll work across underwriting, due diligence, and transaction execution, with exposure to the full lifecycle of real assets. The role: Financial modelling and investment analysis Supporting project and portfolio acquisitions Commercial and transaction support across PPAs, leases, and purchase agreements Coordinating with engineering, legal, construction, and finance teams Supporting incentive capture and regulatory processes What we're looking for Strong academic background with solid financial modelling skills Experience or interest in infrastructure, energy, or real assets Detail-oriented, organised, and comfortable handling multiple workstreams Clear communicator with a proactive mindset A strong opportunity for someone looking to build a career in energy investing with real responsibility from day one.

Financial/Trade Analyst - Trade Operations Duration: 12‑Month Contract (Possible Extension) Industry: Pharmaceutical About the Role The Financial/Trade Analyst - Trade Operations plays a critical role in ensuring the accuracy, governance, and maintenance of master data supporting sales and distribution. This role operates at both tactical and operational levels, partnering across internal teams to drive data integrity, reporting, and process improvements within Trade Operations. Key Responsibilities Manage the setup and ongoing maintenance of master data within the sales and distribution system. Execute testing protocols, validate new applications or system enhancements, and ensure overall data integrity. Create, run, and deliver reports to internal teams and stakeholders. Follow documented processes within SAP MDG‑C (Master Data Governance for Customer) and Microsoft D365 to manage customer and pricing updates. Recommend improvements to internal controls related to master data processes. Assist in developing and managing KPIs for RLT master data setup. Collaborate with cross‑functional teams, including Patient Support Services and Financial Reporting & Accounting. Support case handling, escalation, and resolution related to product invoicing and pricing with direct customers. Follow established protocols for responding to inquiries tied to master data. Prepare documentation, notifications, and ensure proper tracking, follow‑up, and escalation when required. Adhere to-and help refine-Working Practice Documents (WPDs), Work Instructions (WIs), and Compliance Guidelines. Support sales and distribution activities for the Innovative Medicine portfolio. Role Requirements Bachelor's degree required. 1+ years of progressive experience in the pharmaceutical industry, sales & distribution, and/or customer support. Strong ability to manage tasks, prioritize effectively, and meet deadlines consistently. Strong interpersonal and time‑management skills with the ability to collaborate across teams. Detail‑oriented thinker with strong problem‑solving abilities under pressure. Demonstrated advanced analytical capabilities and ability to synthesize insights from multiple data sources. Ability to work independently as well as in a team environment. Advanced skills in PowerPoint, Excel, and experience in case management systems is preferred. Desirable Qualifications Degree in business or a related field preferred. Strong working knowledge of S4HANA, SAP MDG‑C, and Microsoft D365. #FinancialAnalyst #TradeOperations #MasterDataManagement #SAPMDG #S4HANA #MicrosoftD365 #PharmaceuticalJobs #DataIntegrity #SalesAndDistribution #AnalystJobs #HiringNow #EastHanoverJobs #HybridJobs

Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Our award-winning training programs equip you with the education, skill-building, and development strategies you need to be successful in building a financial planning practice that focuses on: Planning Experience · Asset & Income Protection · Education Funding · Investment & Advisory Services · Trust Services · Retirement Solutions · Business Needs Analysis Northwestern Mutual's proprietary planning software helps you educate your clients and deliver holistic financial plans-including investments for growth, insurance for protection, and annuities for guaranteed income in retirement-that helps you have a bigger impact on your clients and community. Becoming a business owner allows you to shape your workday around your life and achieve uncapped earning potential through a performance-based compensation structure. We believe there's more than one way to start, build, and grow your practice. As an entrepreneur, you can build your business in a way that aligns with your long-term vision and goals like opening an office, joining a sophisticated team, or becoming an advanced advisor. Responsibilities As a financial advisor, you will: Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience Build personalized, holistic financial plans tailored to every client's unique needs Manage your client's financial plans to help them achieve their goals Grow relationships with clients to support them through every stage of life Training, licensing & designations Northwestern Mutual has been recognized for maintaining one of the best-trained sales forces in the country. We are committed to your continued training and development throughout your career. That starts with our award-winning curriculum designed to support your first three years in the business. In the program, you'll hear from industry experts, learn the art of client acquisition to drive longevity in the career, and have access to our national network of tenured financial advisors to learn the business through first-hand experience. To become a financial advisor, you must obtain the following licenses: Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides pre-payment/reimbursement* for course tuition fees and books. Compensation & Benefits Performance-based earnings and revenue 1 : A verage advisor annual earnings of $61K-$119K (based on 2018-2023 company average for representatives in the first 3 years) Top 25% advisor annual earnings of $137K-$250K (based on 2018-2023 company data for top quartile advisors in the first 3 years) Additional income structure to support training and early development Renewal income earned for continued client support and policy management Bonus programs and expense allowances Support for insurance licensing, Securities Industry Essentials , Series 6, Series 7, Series 63, and more Certified Financial Planner licensing support 2 Fully company-funded retirement package and pension plan Competitive and comprehensive medical, vision, and dental plans Life Insurance and Disability Income Insurance Parental benefits at every stage of family planning #LI-Onsite Qualifications You could be right for this opportunity if you have: Bachelor's degree Entrepreneurial ambitions to be a business owner History of success in relationship-building or client-facing roles Excellent time-management skills Desire for continuous learning and collaboration Proficient critical thinking skills Strong communicator Strong sense of motivation and drive Legal authorization to work in the US without sponsorship Our Financial Advisors are valued partners and proud business owners. As such, they are considered independent contractors 3 for income tax purposes, and a statutory employee for Federal Insurance Contributions Act (FICA) tax purposes. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company (NMWMC) (Investment Advisory Services), a federal savings bank. NM and its subsidiaries are in Milwaukee, WI. *Individuals are required to have a minimum of three years of service at Northwestern Mutual to qualify for the designation pre-payment and reimbursement program. 1 No level of income is guaranteed. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances. Data uses average revenue from 2018-2023; included revenue was positive and not equal to 0 and earned by full time, active Financial Representatives producing for the entire year each of the years data was used. First year range is $271.73 - $2,923,976.22. Source: Northwestern Mutual, 2024 2 Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP , CERTIFIED FINANCIAL PLANNER , and CFP (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks. 3 Northwestern Mutual Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of a contract to become a Northwestern Mutual Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval for contract will be withdrawn. Posted Salary Range USD $61,000.00 - USD $250,000.00 /Yr. Not sure if you're interested in the career yet? Connect with us for general consideration in Northwestern Mutual opportunities.

This role is critical in managing investor contractual relationships, guiding the company's understanding of regulatory frameworks and fostering a culture of integrity and ethical practices. You'll collaborate with other attorneys in a small team, senior leadership and cross-functional teams to proactively manage legal risk and guide the company's investment-related legal efforts. Responsibilities: * Manage maintain and advise on fund offering documents, navigate and manage ongoing side letters and agreements for separately managed accounts * Advise on financial market and global trading regulatory obligations, including filings, cybersecurity requirements, and all manner of nuanced topics in the financial market space * Support the company's compliance with SEC regulatory requirements and industry best practices by working closely with the company's Chief Compliance Officer and staff * Provide guidance to Compliance, Technology, Finance, Investor Relations, and Management teams on financial and business legal risks * Monitor and interpret changes in securities laws, SEC regulations, and corporate governance trends. * Manage legal efforts to establish counterparty agreements including global clearing and ISDA agreements. * Assist with Fund board of director meetings and board governance matters. * Support other attorneys on a variety of business and technology legal responsibilities. * Support internal investigations and respond to regulatory inquiries as needed. * Help develop and maintain internal policies and procedures related to securities law compliance.

The Executive Wealth Group at Ameriprise Financial is committed to delivering exceptional wealth management solutions with a client-first mindset. As a high-performing and fast-growing practice, we specialize in comprehensive financial planning, investment management, and estate strategies for high-net-worth individuals and families. We are actively expanding through strategic practice acquisition and are looking for an entry-level, ambitious, and relationship-focused Financial Advisor Trainee to grow with us. We're offering more than just a job - this is a career track opportunity for a growth-minded advisor who is ready to take on real responsibility and build lasting relationships. As a member of our team, you'll assist the firm's founding partners in managing relationships with top-tier clients in a “second-chair” advisory role - gaining exposure, mentorship, and credibility. Additionally, after an appropriate amount of time you will be given a set of client relationships to manage and deepen. As your knowledge and experience grow, you'll be strategically positioned to receive new clients from future advisory practice acquisitions, allowing you to expand your impact and income potential significantly. There are no business development requirements in this role. (i.e. You will not be expected to bring in new clients.) Key Responsibilities Manage and deepen relationships within an assigned client book of business. Collaborate with the lead advisor in a support capacity to serve complex client relationships during financial planning and review meetings. Onboard and build new client relationships that come in via practice acquisitions. Prepare for client meetings across financial planning areas including investment, retirement, tax strategy, insurance, and estate planning. Maintain accurate and timely client records in CRM system. Uphold a white-glove service experience in every client interaction. What We're Looking For 0-5 years of experience in financial planning or advisory services. Series 7 & 66 Exams and state Insurance license will be required within first 6 months of hire. Strong interpersonal skills with the ability to build rapport and trust with clients. A team-first attitude and a growth mindset - you see opportunity where others see obstacles. Comfortable with both the technical and relational sides of financial advising. Ambition to become a lead advisor and grow your own book of business within our ecosystem. At Ameriprise Financial, we're not just in the business of helping clients with their financial goals - we also help our advisors and employees reach their true potential by embracing an inclusive and collaborative culture. We celebrate the unique qualities and reward the contributions of our talented, passionate employees. If you're motivated and want to work for a strong, ethical company that cares about you and your community, take the next step with Ameriprise Financial. This position is with an Ameriprise Financial Franchise owner. Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law. Full-Time/Part-Time Full time

Join J.P. Morgan Payments, a leader in global payments innovation, where you'll help transform the movement of money and assets for organizations worldwide. As part of one of the world's largest banks, you'll contribute to seamless transactions across borders and industries, handling trillions of dollars daily. The Payments Summer Analyst Program offers hands-on experience in this dynamic field, supported by training and mentorship from senior leaders. We're seeking creative thinkers to shape future client solutions. Discover more about Payments at J.P. Morgan: ********************************** Job summary As a Summer Analyst in the Payments team, you will have the opportunity to gain hands-on experience across this exciting, innovative landscape to learn what it takes to “make money move. This nine-week program kicks off with an orientation and training sessions, taught by top professionals and expert instructors. Our team members and mentors will help you navigate the firm and continue to learn about our businesses. You will have a chance to take a deep dive into an area within the Payments organization. Access to senior management and a strong network of peers will promote ongoing professional development throughout the summer. Job responsibilities Identifying opportunities to leverage emerging technologies to meet client needs Collaborating across product and client coverage teams Creating innovative ideas to transform the Payments landscape Working under the guidance of mentors and a supportive team Networking with industry leaders, accessing best-in-class training and learning how all our businesses work together to provide excellent customer service Beginning to learn how we work with 100,000+ clients in 160+ countries to support cash management needs and technology-based payment solutions across 120+ currencies Required qualifications, capabilities and skills Attend college/university in the U.S. All majors eligible to apply Expected graduation date of December 2027 - June 2028 from Bachelors or Master's program If you are pursuing a Master's Degree, it must be completed within 2 years of your Bachelor's Degree Minimum cumulative GPA of 3.2 on a 4.0 scale To be eligible for this program, you must be authorized to work in the U.S. We do not offer any type of employment-based immigration sponsorship for this program. Likewise, JPMorgan Chase, will not provide any assistance or sign any documentation in support of any other form of immigration sponsorship or benefit including optional practical training (OPT) or curricular practical training (CPT.) Preferred qualifications Exceptional analytical, research and project management skills Familiarity with business fundamentals Ability to quickly solve problems on your own and with a team Enthusiasm, energy and a drive to succeed A collaborative mindset and willingness to partner and work on a team Passionate about being part of a transformative and/or sales solution based industry Minimum preferred cumulative GPA of 3.2 on a 4.0 scale Join us At JPMorgan Chase, we're creating positive change for the diverse communities we serve. We do this by championing your innovative ideas through a supportive culture that helps you every step of the way as you build your career. If you're passionate, curious and ready to make an impact, we're looking for you. What's next? Help us learn about you by submitting a complete and thoughtful application, which includes your resume. Your application and resume is a way for us to initially get to know you, so it's important to complete all relevant application questions so we have as much information about you as possible. After you confirm your application, we will review it to determine whether you meet certain required qualifications. JPMorgan Chase is committed to creating an inclusive work environment that respects all people for their unique skills, backgrounds and professional experiences. We strive to hire qualified, diverse candidates, and we will provide reasonable accommodations for known disabilities. If you are advanced to the next step of the process, you'll receive an email invitation to complete a video interview, powered by HireVue. This is your opportunity to further bring your resume to life and showcase your experience for our recruiting team and hiring managers. Completion of the HireVue video interview is required, and your application will not be considered for further review until you have completed it. We strongly encourage that you apply and complete this as soon as possible, since programs will close as positions are filled. Visit jpmorganchase.com/careers for upcoming events, career advice, our locations and more. ©2024 JPMorgan Chase & Co. JPMorgan Chase is an equal opportunity and affirmative action employer Disability/Veteran

Join J.P. Morgan Payments, a leader in global payments innovation, where you'll help transform the movement of money and assets for organizations worldwide. As part of one of the world's largest banks, you'll contribute to seamless transactions across borders and industries, handling trillions of dollars daily. The Payments Summer Analyst Program offers hands-on experience in this dynamic field, supported by training and mentorship from senior leaders. We're seeking creative thinkers to shape future client solutions. Discover more about Payments at J.P. Morgan: ********************************** **Job summary** As a Summer Analyst in the Payments team, you will have the opportunity to gain hands-on experience across this exciting, innovative landscape to learn what it takes to "make money move. This nine-week program kicks off with an orientation and training sessions, taught by top professionals and expert instructors. Our team members and mentors will help you navigate the firm and continue to learn about our businesses. You will have a chance to take a deep dive into an area within the Payments organization. Access to senior management and a strong network of peers will promote ongoing professional development throughout the summer. **Job responsibilities** + Identifying opportunities to leverage emerging technologies to meet client needs + Collaborating across product and client coverage teams + Creating innovative ideas to transform the Payments landscape + Working under the guidance of mentors and a supportive team + Networking with industry leaders, accessing best-in-class training and learning how all our businesses work together to provide excellent customer service + Beginning to learn how we work with 100,000+ clients in 160+ countries to support cash management needs and technology-based payment solutions across 120+ currencies **Required qualifications, capabilities and skills** + Attend college/university in the U.S. + All majors eligible to apply + Expected graduation date of December 2027 - June 2028 from Bachelors or Master's program + If you are pursuing a Master's Degree, it must be completed within 2 years of your Bachelor's Degree + Minimum cumulative GPA of 3.2 on a 4.0 scale + To be eligible for this program, you must be authorized to work in the U.S. We do not offer any type of employment-based immigration sponsorship for this program. Likewise, JPMorgan Chase, will not provide any assistance or sign any documentation in support of any other form of immigration sponsorship or benefit including optional practical training (OPT) or curricular practical training (CPT.) **Preferred qualifications** + Exceptional analytical, research and project management skills + Familiarity with business fundamentals + Ability to quickly solve problems on your own and with a team + Enthusiasm, energy and a drive to succeed + A collaborative mindset and willingness to partner and work on a team + Passionate about being part of a transformative and/or sales solution based industry + Minimum preferred cumulative GPA of 3.2 on a 4.0 scale **Join us** At JPMorgan Chase, we're creating positive change for the diverse communities we serve. We do this by championing your innovative ideas through a supportive culture that helps you every step of the way as you build your career. If you're passionate, curious and ready to make an impact, we're looking for you. **What's next?** Help us learn about you by submitting a complete and thoughtful application, which includes your resume. Your application and resume is a way for us to initially get to know you, so it's important to complete all relevant application questions so we have as much information about you as possible. After you confirm your application, we will review it to determine whether you meet certain required qualifications. JPMorgan Chase is committed to creating an inclusive work environment that respects all people for their unique skills, backgrounds and professional experiences. We strive to hire qualified, diverse candidates, and we will provide reasonable accommodations for known disabilities. If you are advanced to the next step of the process, you'll receive an email invitation to complete a video interview, powered by HireVue. This is your opportunity to further bring your resume to life and showcase your experience for our recruiting team and hiring managers. Completion of the HireVue video interview is required, and your application will not be considered for further review until you have completed it. We strongly encourage that you apply and complete this as soon as possible, since programs will close as positions are filled. Visit jpmorganchase.com/careers for upcoming events, career advice, our locations and more. ©2024 JPMorgan Chase & Co. JPMorgan Chase is an equal opportunity and affirmative action employer Disability/Veteran JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans **Base Pay/Salary** Jersey City, NJ $100,000.00 - $102,500.00 / year

The Corporate Actions Analyst will require an independent, self-motivated individual that will provide daily Corporate Action support of Global Equity Finance & Stock Loan Operations, for developing and executing goals and objectives regarding business delivery and operational effectiveness for internal business partners and external customer relationship management, change and risk management and control, within the context of the approved operational plan and team objectives. Daily responsibilities include the reconciliation and processing of North American and International corporate action events across all the Equity Finance platforms for Capital Markets. SME on the FIS XSPRISA and BPS; FIS platforms. Provides daily Operational support functions to BMO trading/lending desks as well as the underlying Swap Prime Brokerage clients. We are a company committed to creating inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity employer that believes everyone matters. Qualified candidates will receive consideration for employment opportunities without regard to race, religion, sex, age, marital status, national origin, sexual orientation, citizenship status, disability, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to Human Resources Request Form (****************************************** Og4IQS1J6dRiMo) . The EEOC "Know Your Rights" Poster is available here (*********************************************************************************************** . To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: *************************************************** . Skills and Requirements 2+ years of Corporate Actions processing Strong knowledge and understanding of Asset servicing processing Knowledge of all traded products of Capital Markets Experience with systems and applications such as DTC, ADP/BPS, -Background in Settlement operations and handled dividends

internal system error qualifications are required creating a test requisition

Fortitude Reinsurance Company Ltd. (Fortitude Re) is one of the world's leading providers of legacy reinsurance solutions. They work with the world's leading insurance companies to help them execute comprehensive, transformational solutions for legacy Life & Annuity and P&C lines. Fortitude Re manages a general account of approximately $111 billion across life, annuity, and property & casualty insurance products. The company takes a long-term view on growth and is proud to be backed by a consortium of sophisticated institutional investors led by The Carlyle Group and T&D Insurance Group. Incorporated under the laws of Bermuda on January 1, 2017, Fortitude Re's roots in the insurance industry and the experience of their leadership go back many decades. Fortitude Re's leadership team has an average industry tenure of over 20 years, and an impressive track record of successfully managing the most complex legacy liabilities. Their deep insurance experience and proprietary risk modeling capabilities allow them to structure bespoke transactions that benefit both insurance companies and their policyholders. Fortitude Re continues to strengthen its ability to pursue further growth and provide innovative solutions for the global insurance industry. Click here for more information about Fortitude Re. Be a part of our 10-week Internship Program, where you will have the opportunity to apply knowledge gained through your college courses. Becoming an Investments Intern is a great way to enhance your business acumen and gain insight into our industry. Interns are placed into meaningful roles that have an immediate and integral impact on the business. The internship will be based in our Jersey City, NJ office and will run from June 1 2026, through August 7 2026. You must be available for all 10 weeks of the program. What You Will Do: Support the calculation of cashflows, risk metrics, and other analytics for structured and other investment assets. Assist in developing quantitative tools and models to evaluate new and existing investment opportunities. Collaborate with Investment Managers and internal teams to support investment recommendations and portfolio strategies. Participate in due diligence on potential asset acquisitions and assist in developing related asset strategies. Support onboarding of new reinsurance deals and asset managers, including portfolio setup and data validation. Provide operational support for portfolios, including reconciliations and transaction monitoring. Assist in preparing compliance and performance reports to ensure adherence to investment guidelines. Review and maintain data quality across investment systems, researching and resolving discrepancies as needed. Help prepare presentation materials summarizing investment performance, risk, and strategy for senior management. Contribute to automated reporting processes that track portfolio positions, activity, risk, and compliance. Help develop and enhance automated dashboards and data tools for investment analysis and reporting. What You Will Have: Rising senior pursuing a bachelor's or master's degree in finance, economics, computer science or investments. A willingness to work towards CFA designation is preferred. Relevant work experience for master's candidates. Proficiency in Python and SQL is required. Strong analytical capabilities. Advanced Excel skills are required. Familiarity with more sophisticated data science techniques (SQL, R, Python, MatLab) and experience with Bloomberg is a plus. Very strong written, verbal, and interpersonal communications skills to clearly articulate sophisticated concepts, ideas and processes. Presence and credibility to present effectively to key senior management. Applicants must be authorized to work for any employer in the U.S. We are unable to consider applicants who will now or in the future require sponsorship for an employment visa. The standard benefits listed below are offered to full-time employees. At Fortitude Re, our strength has always come from our people. Our success is deeply rooted in our ability to embrace the unique attributes, perspectives and experiences of every individual within our company. Fostering a culture of inclusion and belonging where everyone-regardless of background, race, religion, sexual orientation or gender identity-feels valued and respected is a foundation of our culture. We are committed to being an equal opportunity employer and evaluate qualified applicants without regard to race, color, religion, sex, pregnancy (including childbirth, lactation and related medical conditions), national origin, age, physical and mental disability, marital status, sexual orientation, gender identity, gender expression, genetic information (including characteristics and testing), military and veteran status, diversity of thought and any other characteristic protected by applicable law. To all recruitment agencies: Unless you have been requested to work on this position, or other positions with Fortitude Re, please do not forward any resumes to Fortitude Re employees. Fortitude Re is not responsible for any fees related to unsolicited resumes. Check us out on YouTube: About Fortitude Re (youtube.com) By submitting your application, you agree that Fortitude Re may collect your personal data for recruiting purposes.

General Description The Corporate Finance Analyst is responsible for supporting senior professionals in a number of key areas including corporate finance and investor relations. This position reports to the SVP, Capital Markets. This position requires three days a week in our Stamford, CT office, and two days are work from home. Responsibilities Essential Functions: Assist in diligence, origination, and execution of financings, including capital market issuances and various bank debt products Monitor existing financing structures along with other peer transactions Build out and maintain financial models related to financing transactions Build clear and comprehensive presentation materials to key internal and external stakeholders including rating agencies and investors Assist in reporting lessee updates and other due diligence requests from capital providers and JV affiliate(s) Assist with investor relations presentation materials and analysis as needed Develop relationships with key capital market participants and internal counterparties, including commercial, pricing, legal, finance and accounting, and technical teams Position Requirements Formal Education and Certification B.A or B.S in Finance, Economics or other related degree Knowledge and Experience 1-3 years in structured finance, corporate banking, debt capital markets, related quantitative fields preferred Experience in aircraft leasing/aviation sector or in a bank or Big 4 analyst program is a plus Excellent financial modeling and presentation skills (advanced Excel + PowerPoint) Broad understanding of basic accounting and the ability to interpret financial statements Proficient with Bloomberg functionality Competencies Strong analytical skills with attention to detail Strong communication skills; able to work with all levels of management and be comfortable presenting in a clear and concise manner Team player: ability to work successfully with a variety of personalities and disciplines across the organization Ability to represent the organization professionally and to cultivate and maintain relationships with funding and capital partners. Excellent work ethic and willingness to contribute broadly to achieve team and company objectives Must be able to handle multiple responsibilities under pressure. Travel This position will not require travel. We are not looking to work with outside employment agencies to fill this role.

Citizens employs a group of experienced advisors that help individuals and families attain their financial goals. Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand a client's short- and long-term goals, then construct a tailored financial plan that meets the client's goals. The Citizens PCFA is a branch-based advisor who excels in a collaborative environment that emphasizes the paramount importance of client interests, as well as the personal and professional growth of team members. PCFAs work directly with a variety of business partners and centers of influence to uncover and identify prospective opportunities. Primary responsibilities include Develop a high-quality wealth management practice that provides a personalized wealth management strategy. Enhance and preserve relationships with key partners to boost client introductions and engagement. Proactive client and prospect outreach promoting Citizens Wealth Management capabilities. Grow existing relationships through partnership referrals. Tailor wealth management planning to meet client needs. Utilize the knowledge of internal stakeholders and specialists in delivering a variety of services, including financial planning, investment management, insurance, and estate planning. Qualifications, Education, Certifications and/or Other Professional Credentials Series 7, 63, 65 (or 66) active and valid. A valid, active Insurance Life/Health/Variable licenses is required or must be obtained within 60 days of starting the role as a condition of employment. A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services. Demonstrated track record in new business development and client book management. Proven experience in a team-oriented consumer bank setting. Familiarity with servicing high-net-worth individuals. Comfortable operating in a dynamic, entrepreneurial environment. Bachelor's degree is preferred. Pay Transparency Commissioned based. Individuals in this role have historically earned between $105,000 and $250,000 per year based on performance and productivity against commission plan parameters. For an overview of our benefits, visit *************************************** We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, Citizens' paid time off policy exceeds the mandatory, paid sick or paid time-away policy of every local and state jurisdiction in the United States. For an overview of our benefits, visit *************************************** Hours & Work Schedule Hours per Week: 40 Work Schedule: M-F #LI-CITIZENS6 Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. This sales role is commission-based. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance. Equal Employment Opportunity Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague's or a dependent's reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability. Why Work for UsAt Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth Background Check Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information.

This role is critical in managing investor contractual relationships, guiding the company's understanding of regulatory frameworks and fostering a culture of integrity and ethical practices. You'll collaborate with other attorneys in a small team, senior leadership and cross-functional teams to proactively manage legal risk and guide the company's investment-related legal efforts. Responsibilities: Manage maintain and advise on fund offering documents, navigate and manage ongoing side letters and agreements for separately managed accounts Advise on financial market and global trading regulatory obligations, including filings, cybersecurity requirements, and all manner of nuanced topics in the financial market space Support the company's compliance with SEC regulatory requirements and industry best practices by working closely with the company's Chief Compliance Officer and staff Provide guidance to Compliance, Technology, Finance, Investor Relations, and Management teams on financial and business legal risks Monitor and interpret changes in securities laws, SEC regulations, and corporate governance trends. Manage legal efforts to establish counterparty agreements including global clearing and ISDA agreements. Assist with Fund board of director meetings and board governance matters. Support other attorneys on a variety of business and technology legal responsibilities. Support internal investigations and respond to regulatory inquiries as needed. Help develop and maintain internal policies and procedures related to securities law compliance. Requirements J.D. from an accredited law school and admission to a U.S. state bar. At least 5 years of relevant legal experience, preferably with a combination of law firm and in-house public company experience. Substantive experience advising on the Investment Advisers Act, Securities Act, and related SEC regulatory regimes. Deep understanding of US and global security regulations, including SEC, CFTC, NFA and FCA frameworks Strong grasp of corporate governance, board operations and fiduciary obligations Prior experience drafting and negotiating fund offering documents, side letters, ISDAs, NDAs, and other complex financial agreements. Ability to come 4 days per week in office with greater flexibility over time Benefits Competitive salary, plus bonus based on individual and company performance. Collaborative, casual, and friendly work environment while solving the hardest problems in the financial markets. PPO Health, dental and vision insurance premiums fully covered for you and your dependents. Pre-Tax Commuter Benefits - making your commute smoother. Trexquant is an Equal Opportunity Employer

We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan's U.S. Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level. As an Investment Professional in the U.S. Private Bank, you will provide integral daily support to Investors in managing client relationships. Additionally, you will coordinate with a team of talented colleagues and other essential support groups, while maintaining awareness of and sensitivity to confidential nature of Private Banking clients. Job Responsibilities Consult on and execute brokerage trades, including: advising the client on trade execution, placing trades, reviewing brokerage trades - compare paper blotter to trade blotter daily, submitting cancel/corrects, making account updates Create mandates for discretionary accounts Monitor exceptions and work with Client Advisors to conduct 'what-if' scenario-based analysis. Work with Team Leader to monitor risk metrics across the team Work with Team Leader to monitor Client Advisor loadings. Submit and monitor fee schedules and billing Manage Alternatives documents, including, submission, monitoring and working with clients to complete/correct Required Qualifications, Capabilities, and Skills Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date Bachelor's Degree required One plus years of industry related experience Exceptional follow-up and follow-through skills PowerPoint and Excel expertise Preferred Qualifications, Capabilities, and Skills Familiarity with JP Morgan Private Bank systems Workstation, Connect, DDR/KYC or ability to learn proprietary software Experience and interest in financial markets and concepts Excellent interpersonal skills Self-starter, extremely organized and detail-oriented with strong commitment to accuracy

JobID: 210690693 JobSchedule: Full time JobShift: Base Pay/Salary: Jersey City, NJ $100,000.00 - $102,500.00 Join J.P. Morgan Payments, a leader in global payments innovation, where you'll help transform the movement of money and assets for organizations worldwide. As part of one of the world's largest banks, you'll contribute to seamless transactions across borders and industries, handling trillions of dollars daily. The Payments Summer Analyst Program offers hands-on experience in this dynamic field, supported by training and mentorship from senior leaders. We're seeking creative thinkers to shape future client solutions. Discover more about Payments at J.P. Morgan: ********************************** Job summary As a Summer Analyst in the Payments team, you will have the opportunity to gain hands-on experience across this exciting, innovative landscape to learn what it takes to "make money move. This nine-week program kicks off with an orientation and training sessions, taught by top professionals and expert instructors. Our team members and mentors will help you navigate the firm and continue to learn about our businesses. You will have a chance to take a deep dive into an area within the Payments organization. Access to senior management and a strong network of peers will promote ongoing professional development throughout the summer. Job responsibilities * Identifying opportunities to leverage emerging technologies to meet client needs * Collaborating across product and client coverage teams * Creating innovative ideas to transform the Payments landscape * Working under the guidance of mentors and a supportive team * Networking with industry leaders, accessing best-in-class training and learning how all our businesses work together to provide excellent customer service * Beginning to learn how we work with 100,000+ clients in 160+ countries to support cash management needs and technology-based payment solutions across 120+ currencies Required qualifications, capabilities and skills * Attend college/university in the U.S. * All majors eligible to apply * Expected graduation date of December 2027 - June 2028 from Bachelors or Master's program * If you are pursuing a Master's Degree, it must be completed within 2 years of your Bachelor's Degree * Minimum cumulative GPA of 3.2 on a 4.0 scale * To be eligible for this program, you must be authorized to work in the U.S. We do not offer any type of employment-based immigration sponsorship for this program. Likewise, JPMorgan Chase, will not provide any assistance or sign any documentation in support of any other form of immigration sponsorship or benefit including optional practical training (OPT) or curricular practical training (CPT.) Preferred qualifications * Exceptional analytical, research and project management skills * Familiarity with business fundamentals * Ability to quickly solve problems on your own and with a team * Enthusiasm, energy and a drive to succeed * A collaborative mindset and willingness to partner and work on a team * Passionate about being part of a transformative and/or sales solution based industry * Minimum preferred cumulative GPA of 3.2 on a 4.0 scale Join us At JPMorgan Chase, we're creating positive change for the diverse communities we serve. We do this by championing your innovative ideas through a supportive culture that helps you every step of the way as you build your career. If you're passionate, curious and ready to make an impact, we're looking for you. What's next? Help us learn about you by submitting a complete and thoughtful application, which includes your resume. Your application and resume is a way for us to initially get to know you, so it's important to complete all relevant application questions so we have as much information about you as possible. After you confirm your application, we will review it to determine whether you meet certain required qualifications. JPMorgan Chase is committed to creating an inclusive work environment that respects all people for their unique skills, backgrounds and professional experiences. We strive to hire qualified, diverse candidates, and we will provide reasonable accommodations for known disabilities. If you are advanced to the next step of the process, you'll receive an email invitation to complete a video interview, powered by HireVue. This is your opportunity to further bring your resume to life and showcase your experience for our recruiting team and hiring managers. Completion of the HireVue video interview is required, and your application will not be considered for further review until you have completed it. We strongly encourage that you apply and complete this as soon as possible, since programs will close as positions are filled. Visit jpmorganchase.com/careers for upcoming events, career advice, our locations and more. 2024 JPMorgan Chase & Co. JPMorgan Chase is an equal opportunity and affirmative action employer Disability/Veteran

Job Description General Description The Corporate Finance Analyst is responsible for supporting senior professionals in a number of key areas including corporate finance and investor relations. This position reports to the SVP, Capital Markets. This position requires three days a week in our Stamford, CT office, and two days are work from home. Responsibilities Essential Functions: Assist in diligence, origination, and execution of financings, including capital market issuances and various bank debt products Monitor existing financing structures along with other peer transactions Build out and maintain financial models related to financing transactions Build clear and comprehensive presentation materials to key internal and external stakeholders including rating agencies and investors Assist in reporting lessee updates and other due diligence requests from capital providers and JV affiliate(s) Assist with investor relations presentation materials and analysis as needed Develop relationships with key capital market participants and internal counterparties, including commercial, pricing, legal, finance and accounting, and technical teams Position Requirements Formal Education and Certification B.A or B.S in Finance, Economics or other related degree Knowledge and Experience 1-3 years in structured finance, corporate banking, debt capital markets, related quantitative fields preferred Experience in aircraft leasing/aviation sector or in a bank or Big 4 analyst program is a plus Excellent financial modeling and presentation skills (advanced Excel + PowerPoint) Broad understanding of basic accounting and the ability to interpret financial statements Proficient with Bloomberg functionality Competencies Strong analytical skills with attention to detail Strong communication skills; able to work with all levels of management and be comfortable presenting in a clear and concise manner Team player: ability to work successfully with a variety of personalities and disciplines across the organization Ability to represent the organization professionally and to cultivate and maintain relationships with funding and capital partners. Excellent work ethic and willingness to contribute broadly to achieve team and company objectives Must be able to handle multiple responsibilities under pressure. Travel This position will not require travel. We are not looking to work with outside employment agencies to fill this role.

Citizens employs a group of experienced advisors that help individuals and families attain their financial goals. Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand a client's short- and long-term goals, then construct a tailored financial plan that meets the client's goals. The Citizens PCFA is a branch-based advisor who excels in a collaborative environment that emphasizes the paramount importance of client interests, as well as the personal and professional growth of team members. PCFAs work directly with a variety of business partners and centers of influence to uncover and identify prospective opportunities. Primary responsibilities include Develop a high-quality wealth management practice that provides a personalized wealth management strategy. Enhance and preserve relationships with key partners to boost client introductions and engagement. Proactive client and prospect outreach promoting Citizens Wealth Management capabilities. Grow existing relationships through partnership referrals. Tailor wealth management planning to meet client needs. Utilize the knowledge of internal stakeholders and specialists in delivering a variety of services, including financial planning, investment management, insurance, and estate planning. Qualifications, Education, Certifications and/or Other Professional Credentials Series 7, 63, 65 (or 66) active and valid. A valid, active Insurance Life/Health/Variable licenses is required or must be obtained within 60 days of starting the role as a condition of employment. A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services. Demonstrated track record in new business development and client book management. Proven experience in a team-oriented consumer bank setting. Familiarity with servicing high-net-worth individuals. Comfortable operating in a dynamic, entrepreneurial environment. Bachelor's degree is preferred. Pay Transparency Commissioned based. Individuals in this role have historically earned between $105,000 and $250,000 per year based on performance and productivity against commission plan parameters. For an overview of our benefits, visit *************************************** We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, Citizens' paid time off policy exceeds the mandatory, paid sick or paid time-away policy of every local and state jurisdiction in the United States. For an overview of our benefits, visit *************************************** Hours & Work Schedule Hours per Week: 40 Work Schedule: Varies #LI-CITIZENS6 Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. This sales role is commission-based. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance. Equal Employment Opportunity Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague's or a dependent's reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability. Why Work for UsAt Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth Background Check Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information.

Join J.P. Morgan Payments, a leader in global payments innovation, where you'll help transform the movement of money and assets for organizations worldwide. As part of one of the world's largest banks, you'll contribute to seamless transactions across borders and industries, handling trillions of dollars daily. The Payments Summer Analyst Program offers hands-on experience in this dynamic field, supported by training and mentorship from senior leaders. We're seeking creative thinkers to shape future client solutions. Discover more about Payments at J.P. Morgan: ********************************** Job summary As a Summer Analyst in the Payments team, you will have the opportunity to gain hands-on experience across this exciting, innovative landscape to learn what it takes to “make money move. This nine-week program kicks off with an orientation and training sessions, taught by top professionals and expert instructors. Our team members and mentors will help you navigate the firm and continue to learn about our businesses. You will have a chance to take a deep dive into an area within the Payments organization. Access to senior management and a strong network of peers will promote ongoing professional development throughout the summer. Job responsibilities Identifying opportunities to leverage emerging technologies to meet client needs Collaborating across product and client coverage teams Creating innovative ideas to transform the Payments landscape Working under the guidance of mentors and a supportive team Networking with industry leaders, accessing best-in-class training and learning how all our businesses work together to provide excellent customer service Beginning to learn how we work with 100,000+ clients in 160+ countries to support cash management needs and technology-based payment solutions across 120+ currencies Required qualifications, capabilities and skills Attend college/university in the U.S. All majors eligible to apply Expected graduation date of December 2027 - June 2028 from Bachelors or Master's program If you are pursuing a Master's Degree, it must be completed within 2 years of your Bachelor's Degree Minimum cumulative GPA of 3.2 on a 4.0 scale To be eligible for this program, you must be authorized to work in the U.S. We do not offer any type of employment-based immigration sponsorship for this program. Likewise, JPMorgan Chase, will not provide any assistance or sign any documentation in support of any other form of immigration sponsorship or benefit including optional practical training (OPT) or curricular practical training (CPT.) Preferred qualifications Exceptional analytical, research and project management skills Familiarity with business fundamentals Ability to quickly solve problems on your own and with a team Enthusiasm, energy and a drive to succeed A collaborative mindset and willingness to partner and work on a team Passionate about being part of a transformative and/or sales solution based industry Minimum preferred cumulative GPA of 3.2 on a 4.0 scale Join us At JPMorgan Chase, we're creating positive change for the diverse communities we serve. We do this by championing your innovative ideas through a supportive culture that helps you every step of the way as you build your career. If you're passionate, curious and ready to make an impact, we're looking for you. What's next? Help us learn about you by submitting a complete and thoughtful application, which includes your resume. Your application and resume is a way for us to initially get to know you, so it's important to complete all relevant application questions so we have as much information about you as possible. After you confirm your application, we will review it to determine whether you meet certain required qualifications. JPMorgan Chase is committed to creating an inclusive work environment that respects all people for their unique skills, backgrounds and professional experiences. We strive to hire qualified, diverse candidates, and we will provide reasonable accommodations for known disabilities. If you are advanced to the next step of the process, you'll receive an email invitation to complete a video interview, powered by HireVue. This is your opportunity to further bring your resume to life and showcase your experience for our recruiting team and hiring managers. Completion of the HireVue video interview is required, and your application will not be considered for further review until you have completed it. We strongly encourage that you apply and complete this as soon as possible, since programs will close as positions are filled. Visit jpmorganchase.com/careers for upcoming events, career advice, our locations and more. ©2024 JPMorgan Chase & Co. JPMorgan Chase is an equal opportunity and affirmative action employer Disability/Veteran