Finance consultant jobs in Glendale, AZ

Our client, a Registered Investment Advisor (RIA), is seeking a Financial Investment Analyst with commercial Real Estate experience to join their office. This is an in-office role. MUST HAVE PRIOR EXPERIENCE The Analyst will play a central role in evaluating opportunities, conducting financial due diligence, and supporting portfolio management in the rapidly expanding field of litigation finance. This role provides direct exposure to private credit and alternative investments. This role will work closely with the executive leadership team, and the career path is to CIO! KEY RESPONSIBILITIES Investment Analysis: Evaluate potential litigation finance opportunities by assessing financial performance, damages models, and projected returns Due Diligence: Review case files, financial records, and market data Financial Modeling: Build and maintain cash flow models, ROI analyses, and scenario forecasts Market Research: Track industry developments, financial market trends, and emerging opportunities within litigation finance Portfolio Monitoring: Monitor ongoing investments, prepare performance reports, and support risk management Collaboration: Work with law firms, claimants, and financial professionals to collect information and support negotiations Reporting: Draft investment memoranda and recommendations Strategic Support: Partner with leadership on cross-functional initiatives to align financial analysis with business objectives SKILLS Education: Bachelor's degree in Finance, Economics, Accounting, Business, or a related field (required). Advanced degree preferred Experience: 5 years minimum of experience in investment analysis, financial modeling, private credit, private equity, or related financial services role. Litigation, insurance, or commercial claims experience is a plus Financial Skills: Strong proficiency in Microsoft Excel (financial modeling), financial statement review, and valuation techniques Analytical Skills: Ability to synthesize financial and legal information into clear, actionable investment insights Work Style: Highly organized, detail-oriented, and comfortable balancing multiple projects in a fast-paced environment. Mindset: Entrepreneurial, motivated, and eager to grow within the litigation finance and alternative investments industry Salary $80-$120k + commissions

Macdonald & Company are proudly partnered with a global Private Equity Real Estate firm to appoint an Investment Analyst or Associate from an Investment Banking background. The firm are a global investor and developer of commercial real estate, with their headquarters based in Phoenix, Arizona. They have $1.8B in AUM across their investments that include Multifamily Apartments and Industrial Properties. The Role The Analyst/Associate will play an integral role in shaping investment decisions, diving into complex real estate opportunities and translating data into actionable insights. This is a hands-on position for someone who thrives in a fast-moving environment, enjoys problem-solving, and takes pride in producing polished, accurate work. Key Responsibilities Support senior investment professionals with sourcing, assessing, and tracking investment opportunities across diverse real estate asset types Build and maintain financial models and cash-flow projections Draft investment summaries, offering packages, marketing collateral, and other materials required for transactions Work closely with internal groups such as asset management and accounting to support deal execution Conduct market research and keep internal databases updated with relevant economic and real estate metrics Qualifications Investment Banking background as an analyst or associate Familiar with financial modeling concepts (IRR, DCF, NPV) and capable of advanced quantitative analysis Strong proficiency in Excel, Word, and PowerPoint Exceptional written and verbal communication skills for interaction with internal teams and external partners Highly organized, able to manage multiple priorities, and equipped with strong analytical capabilities and meticulous attention to detail Self-starter with solid problem-solving abilities

The ideal candidate will be responsible for using their analytical mindset to analyze and interpret financial data, then relating it to potential business trends and issues. This candidate will feel comfortable using insights they have discovered to communicate important themes and discoveries to company leadership. Responsibilities Analyze current and past financial data and performance to make recommendations on profit enhancement Consistently analyze financial information based on both routine and ad-hoc reports Interpret financial data to recognize changing trends, patterns, and their meaning related to key performance indicators Communicate financial insights suggesting business issues to management Qualifications Bachelor's degree in Accounting, Economics, or Finance or equivalent experience 0 - 3 years' financial analysis and modeling experience Advanced knowledge of Excel

WHO ARE WE: Alerus is a commercial wealth bank and national retirement provider with one core purpose: helping clients achieve their financial goals. We are driven by a shared commitment to always do the right thing; leading with integrity and providing valued advice and guidance to our clients. We value the expertise and skillsets each team member provides and encourage collaboration, innovation, adaptability, and an entrepreneurial spirit at all levels of our company. By consistently seeking improvements and growth, we foster long-term relationships with clients and team members. We are proud to be recognized as a Top Workplace by numerous industry and regional outlets. CORE VALUES: Passion for Excellence :: Success is Never Final :: Do the Right Thing :: One Alerus ABOUT THE ROLE:Alerus is seeking a strategic and relationship-driven Institutional Investment Advisor to lead business development efforts with commercial banking, nonprofit organizations and government entities in the Minneapolis and Phoenix metro areas. This role is ideal for a seasoned professional with deep financial expertise and a passion for serving mission-driven institutions and public sector organizations. The successful candidate will be responsible for identifying new opportunities, cultivating long-term relationships, and delivering tailored investment and advisory solutions that align with client objectives and fiduciary responsibilities. WHAT YOU'LL BE DOING: Develop and execute a regional business development strategy targeting nonprofit organizations, foundations, endowments, and government entities. Build and maintain strong relationships with key decision-makers, boards, and finance committees. Serve as a trusted advisor, providing guidance on investment strategy, fiduciary oversight, governance, and financial planning. Collaborate with internal teams across retirement, investment, wealth, and banking services to deliver integrated solutions. Represent Alerus at industry events, conferences, and community engagements to enhance visibility and generate leads. Prepare and present customized proposals, RFP responses, and investment reviews. Maintain accurate records of business development activities and pipeline management using CRM tools. WHAT YOU SHOULD HAVE: Bachelor's degree in Finance, Economics, Business, or related field. Professional designations strongly preferred: CFA, CFP, CPA. Licensing preferred: MSRB Series 50 or 54. Minimum of 7 years of experience in institutional advisory, investment consulting, or related financial services. Proven track record of successful business development and relationship management with commercial, nonprofit or public sector clients. Deep understanding of fiduciary standards, investment policy consultation, regulatory requirements and restrictions, and portfolio construction. Exceptional communication, presentation, and interpersonal skills. Ability to work independently and collaboratively in a fast-paced, client-focused environment. Passion for serving mission-driven organizations and public institutions. Strong understanding of nonprofit governance, public finance, and regulatory frameworks. Entrepreneurial mindset with a proactive approach to client acquisition. High ethical standards and commitment to client service. Experience with OCIO services, public finance or nonprofit investment management is a plus. WHAT WE BRING TO THE TABLE: Competitive compensation including base salary, bonus and/or incentive opportunities. Comprehensive benefits package providing a wide range of health and well-being benefits, including medical, dental, vision, life and long-term disability insurance; and 401(k) and ESOP for retirement savings. Generous paid time off programs such as flexible time off, company-paid holidays, parental and bereavement leave. Learning and development resources for personal and professional career development, and advancement opportunities. Access to financial experts for guidance, financial wellness tools, and discounts on Alerus products and services. Support for the communities we live in through paid volunteer time and a company donation match opportunity. WORK ENVIRONMENT: Work is typically performed in an office setting. The employee is regularly required to sit for extended periods of time. The employee is occasionally required to move about the office utilizing proper ergonomic safeguards when doing so. Additionally, the employee must occasionally lift or move supplies and materials up to 20 pounds. BASE PAY RANGE: Typical Range: $100,000 - $140,000 annually plus incentive compensation -OR-Advanced Credentials (CFA, MBA, etc.) - $120,000 - $160,000 plus incentive compensation The above information in this description has been designed to indicate the general nature and level of work performed by employees in this position. It is not designed to contain or be interpreted as an exhaustive list of all responsibilities, duties, and qualifications required of employees assigned to this job. Alerus is an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.

Einstein AI is one of the most unique Crypto companies in the World, a Binance Partner and currently one of the top trading Algorithm's in the world. Our AI software algorithm, risk management software and top traders monitoring the market are seeing a minimum monthly trading ROI of 20%. We are looking for a very select team of Brokers, worldwide to work closely with Einstein and Binance to onboard clients investing in Cryptocurrency. A Einstein AI Sales Broker is one who loves to close and is passionate about cryptocurrency. You will be working with an elite group of people and can use our Global office facilities via WeWork. You wake up thinking about the coolest industry where you can work from anywhere, Cryptocurrency!! As an Einstein AI Broker you will yearn to satisfy your inner thirst for accumulating sales and building partnerships at the best trading firm in the industry with some of the most elite partners in the world. Our software is transparent and Investors can follow every trade by the second keeping their funds in their own custody safely, and allowing you to focus on new clients. If you recognise the possibility for investors to achieve profitability and efficiency improvements - and you believe you can onboard investors into the cryptocurrency market come join us! Experience within the Cryptocurrency space is great - but not an absolute necessity. Experience in Trading/Investing in Cryptocurrency would be awesome, but again - not required. The primary pre-requisite is that you believe you can educate High Net Worth Individuals/ Institutional clients and are willing to bet your time and future on it. We'll be happy to train you on the Einstein AIPlatform so that you can understand Einstein AI and see the opportunity in front of us. We are looking for Cryptocurrency Sales Brokers to focus on business development globally. We are looking for entrepreneurial, intuitive individuals capable of developing and establishing a pipeline of Investors around the world. Salespeople will be required to develop a working understanding of the Crypto markets along with technical expertise across the life cycle of client relationships, from initial on-boarding through account management. You would be working closely with the Einstein AI trading team and be responsible for developing an intricate knowledge of the services that we offer along with their suitability for various types of clients. Our culture is work hard - play hard. We are working on a game changing way to transparently create a trading engine for Crypto Investors to profit in a manner that is as high as any other within the industry. We are also building a close knit team and believe in having an "all for one, one for all" environment in which we can learn from and support each other. We hope you can be a part of it. In terms of compensation - we are a startup that is offering a commission structure per investment so that excellent performers exceed 100k USD per year. Einstein AI has some deep partnerships formed that is currently driving our company into a Fortune 500 model. We offer sales closing bonuses - which are obvious for any sales position - however I wanted to mention it specifically that top performers will be rewarded significantly. This is a leadership position - you will be open to heading business development within your territory or globally and are free to market with our material across the world. Remote work - We are remote most of the time and utilize WeWork for an office environment, but you can work from wherever you like as we have a virtual office model while using Wework for meetings. We have offices in London, Paris, Hong Kong, Singapore, Tokyo, New York, San Francisco, and many other cities. After you have established yourself with our company you can work from wherever you like. We are looking for individuals capable of raising 25k or more per month investment and will pay a generous percentage residual through bitcoin as a pay structure and a bonus for each signup. All brokers must have their own business/financial portfolio or network of high net worth individuals/Institutional clients when applying, Einstein AI no longer provides leads due to excessive signups. We are happy to assist your existing clients or potential clients on a conference call to explain how to get started and begin investment. Minimum investment is 20k USD in BTC equivalent. We do not accept less than 20k investment on HNW/Institutional and we recommend 1 BTC. The average investment made on Einstein AI is 2 BTC currently and we have 50 million in assets under management projected to 250 million by year's end. As a broker when you bring a client into the system they will be assisted in setting up a Binance account and connecting to Futures, Margin and Spot accounts. Currently our trading algorithm is 87% win percentage.. All Brokers will receive residuals from the leverage trading and all accounts are set up on our proprietary leverage algorithm. Einstein AI does not have wallets on our system, they are on the exchanges we trade on themselves so the funds are as safe as being in the bank and we guarantee the safety of the funds 100% insured. Your funds never leave your trading account on Bitmex or Binance unless you request a withdrawal which can be done directly or through Einstein AI depending on your account setup. Responsibilities Requirements Source new client relationships while educating them on the Einstein AI Opportunity and Bitcoin Maintain strong relationships with existing clients Work closely with trading and operations teams to successfully onboard new Investors Build a working understanding of crypto, its ongoing development and history Required Skills 3+ years in sales (preferably in the financial sector) or an established network of potential investors Demonstrated ability to establish a pipeline of Investors, prospect development and ability to close deals Fluent in English Ability to understand the crypto sales and trading environment Genuine curiosity/passion for the crypto industry Benefits Bonus is extensive for large portfolios, also with quota met you will be given access to our private group inside Einstein AI USA Office 415 Mission Street San Francisco, CA 94105 Europe Office 71-91 Aldwych London WC2B 4HN SE Asia Office 8 Cross Street Singapore 048424 Website *****************

The Portfolio Manager Specialist is a senior level position on a FA/PWA team that is responsible for the development, maintenance and oversight of the investment strategy and asset allocation for clients serviced by the team. This role will work within the firms Portfolio Management program. DUTIES and RESPONSIBILITIES: • Leverage the firms Portfolio Management (“PM”) program to open investment advisory accounts and manage their investment strategy on a discretionary basis o The Portfolio Management program is administered by the Portfolio Management Group (“PMG”), a sub-division of the Consulting Group (“CG”) • Supports Financial Advisors in analyzing portfolios and developing advanced PM solutions and strategies based on the clients investment objectives • Lead meetings to discuss investment strategy options and performance • Manage client interaction by participating and driving client prospecting and meetings • Develops and over sees investment functions including, but not limited to the oversight of policies, procedures, reporting and performance metrics via firm approved resources, the development of asset allocation models and implementation of strategy • Makes asset allocation recommendations and sets up the portfolio within the Portfolio Management program. • Critically examines and rebalances current portfolio holdings when necessary • Reviews and develops recommendations as to the appropriate benchmarks for the current asset allocation • This role will not sell, manage, or provide recommendations for any accounts outside of the firms Portfolio Management program (This includes, but is not limited to the any other brokerage program or managed account programs that the firm may offer) Education and/or Experience • College degree or professional certification required • 10 or more years of relevant work experience preferred • Active Series 7, 63 and 65 or Series 7 and 66, or successful completion of Series 7 and Series 66 exams within the time frame provided by applicable company policy • Additional product licenses may be required • Minimum of 5 years FINRA Registration preferred Knowledge/Skills • Financial industry and product knowledge • Effective written and verbal communication skills • Knowledge of applicable compliance rules and regulations and firm policies REPORTS TO: • Market Executive and dotted line to the Assistant Market Manager WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

Exceed the expectations of our residential mortgage borrowers & business partners through superior service, simple processes, and effective communications. We deliver on this mission by empowering our employees by encouraging and recognizing superior performance and innovative solutions, by promoting teamwork and divisional cooperation. Job Description Position Summary: We are building something amazing. If you are smart, analytical, detailed and ready to be a difference maker, we want you to come join us and build something great! With a focus on controls and accuracy, we will provide the ability to make an imprint on our automation, our strategy and direction. The individual selected for the Investor Reporting Analyst Senior job will be responsible for preparing monthly reports, reconciling, research and remittance activities related to Fannie Mae portfolios in accordance with FNMA guidelines. This individual will provide guidance and oversight to less senior team members and help create and build process documentation, automation and analytical insights to ensure that we are consistently providing best in class service to our investors and customers. Responsibilities: Under limited or minimal supervision, Prepare reports with strict adherence to reporting requirements and have the ability to partner with other Departments on joint initiatives. Prepare and submit for processing all monthly remittances on assigned portfolios within the applicable required remittance deadlines. Investigate, reconcile, and provide timely resolution to all investor issues and reporting exceptions. Research operational, reporting, or data issues and present solutions or process improvements to management. Provide a high level of customer service and ensure overall investor satisfaction as well as manage score card performance where applicable. Demonstrate flexibility to ever-changing business needs and requirements. Possesses an understanding of pooling and servicing agreements/ GSE Servicing Guides. Handle ad-hoc reporting or research as directed by management. Perform a quarterly review and update of department policies and procedures. Provide direction, leadership, training, motivation, coaching and assessment to ensure optimum performance in support of company and department goals as needed. Ability to present cohesively and confidently to Senior Management regarding project statuses, issues and concerns, recommendations, etc. Collaborate with upper management, internal departments and/or analysts to ensure overall company goals are consistently met Create summary or modified work-product that responds to Audit, Rating Agency or other inquiries and requests of management. Qualifications: High School Diploma or equivalent required, Bachelor's Degree in Accounting or Finance preferred. 3 - 5 years of Mortgage Servicing experience with 3 + years of Investor Reporting experience. Advanced MS Excel experience. Access, SQL, or other database reporting experience. Servicing Director knowledge is a plus Solid math aptitude, with the ability to recognize mathematical causal relationships, and apply an analytical approach to research. Strong communication skills in order to interact with Senior Management and other business units. Prior work experience performing business, data, and/or statistical analysis is a plus Strong attention to detail with an ability to multi-task and respond well to pressure and competing deadlines. Results-oriented with a sense of urgency Fast learner - able to assimilate new ideas and thrive in a fast-paced environment. Additional Information: While this description is intended to be an accurate reflection of the position's requirements, it in no way implies/states that these are the only job responsibilities. Management reserves the right to modify, add or remove duties and request other duties, as necessary. All employees are required to have smart phones that meet Company security standards with the ability to install apps such as Okta Verify and Microsoft Authenticator. Employment will be contingent on this requirement. Company Benefits: Newrez is a great place to work but we are only as strong as our greatest asset, our employees, so we believe in rewarding them! Medical, dental, and vision insurance Health Savings Account with employer contribution 401(k) Retirement plan with employer match Paid Maternity Leave/Parental Bonding Leave Pet insurance Adoption Assistance Tuition reimbursement Employee Loan Program The Newrez Employee Emergency and Disaster Fund is a new program to support our team members Newrez NOW: Our Corporate Social Responsibility program, Newrez NOW, empowers employees to become leaders in their communities through a robust program that includes volunteering, philanthropy, nonprofit grants, and more 1 Volunteer Time Off (VTO) day, company-paid volunteer day where all eligible employees may participate in a volunteer event with a nonprofit of their choice Employee Matching Gifts Program: We will match monetary employee donations to eligible non-profit organizations, dollar-for-dollar, up to $1,000 per employee Newrez Grants Program: Newrez hosts a giving portal where we provide employees an abundance of resources to search for an opportunity to donate their time or monetary contributions Equal Employment Opportunity We're proud to be an equal opportunity employer- and celebrate our employees' differences, including race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, and Veteran status. Different makes us better. CA Privacy Policy CA Notice at Collection

Exceed the expectations of our residential mortgage borrowers & business partners through superior service, simple processes, and effective communications. We deliver on this mission by empowering our employees by encouraging and recognizing superior performance and innovative solutions, by promoting teamwork and divisional cooperation. Job Description Position Summary: We are building something amazing. If you are smart, analytical, detailed and ready to be a difference maker, we want you to come join us and build something great! With a focus on controls and accuracy, we will provide the ability to make an imprint on our automation, our strategy and direction. The individual selected for the Investor Reporting Analyst Senior job will be responsible for preparing monthly reports, reconciling, research and remittance activities related to Fannie Mae portfolios in accordance with FNMA guidelines. This individual will provide guidance and oversight to less senior team members and help create and build process documentation, automation and analytical insights to ensure that we are consistently providing best in class service to our investors and customers. Responsibilities: Under limited or minimal supervision, * Prepare reports with strict adherence to reporting requirements and have the ability to partner with other Departments on joint initiatives. * Prepare and submit for processing all monthly remittances on assigned portfolios within the applicable required remittance deadlines. * Investigate, reconcile, and provide timely resolution to all investor issues and reporting exceptions. * Research operational, reporting, or data issues and present solutions or process improvements to management. * Provide a high level of customer service and ensure overall investor satisfaction as well as manage score card performance where applicable. * Demonstrate flexibility to ever-changing business needs and requirements. * Possesses an understanding of pooling and servicing agreements/ GSE Servicing Guides. * Handle ad-hoc reporting or research as directed by management. * Perform a quarterly review and update of department policies and procedures. * Provide direction, leadership, training, motivation, coaching and assessment to ensure optimum performance in support of company and department goals as needed. * Ability to present cohesively and confidently to Senior Management regarding project statuses, issues and concerns, recommendations, etc. * Collaborate with upper management, internal departments and/or analysts to ensure overall company goals are consistently met * Create summary or modified work-product that responds to Audit, Rating Agency or other inquiries and requests of management. Qualifications: * High School Diploma or equivalent required, Bachelor's Degree in Accounting or Finance preferred. * 3 - 5 years of Mortgage Servicing experience with 3 + years of Investor Reporting experience. * Advanced MS Excel experience. * Access, SQL, or other database reporting experience. * Servicing Director knowledge is a plus * Solid math aptitude, with the ability to recognize mathematical causal relationships, and apply an analytical approach to research. * Strong communication skills in order to interact with Senior Management and other business units. * Prior work experience performing business, data, and/or statistical analysis is a plus * Strong attention to detail with an ability to multi-task and respond well to pressure and competing deadlines. * Results-oriented with a sense of urgency * Fast learner - able to assimilate new ideas and thrive in a fast-paced environment. Additional Information: While this description is intended to be an accurate reflection of the position's requirements, it in no way implies/states that these are the only job responsibilities. Management reserves the right to modify, add or remove duties and request other duties, as necessary. All employees are required to have smart phones that meet Company security standards with the ability to install apps such as Okta Verify and Microsoft Authenticator. Employment will be contingent on this requirement. Company Benefits: Newrez is a great place to work but we are only as strong as our greatest asset, our employees, so we believe in rewarding them! * Medical, dental, and vision insurance * Health Savings Account with employer contribution * 401(k) Retirement plan with employer match * Paid Maternity Leave/Parental Bonding Leave * Pet insurance * Adoption Assistance * Tuition reimbursement * Employee Loan Program * The Newrez Employee Emergency and Disaster Fund is a new program to support our team members Newrez NOW: * Our Corporate Social Responsibility program, Newrez NOW, empowers employees to become leaders in their communities through a robust program that includes volunteering, philanthropy, nonprofit grants, and more * 1 Volunteer Time Off (VTO) day, company-paid volunteer day where all eligible employees may participate in a volunteer event with a nonprofit of their choice * Employee Matching Gifts Program: We will match monetary employee donations to eligible non-profit organizations, dollar-for-dollar, up to $1,000 per employee * Newrez Grants Program: Newrez hosts a giving portal where we provide employees an abundance of resources to search for an opportunity to donate their time or monetary contributions Equal Employment Opportunity We're proud to be an equal opportunity employer- and celebrate our employees' differences, including race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, and Veteran status. Different makes us better. CA Privacy Policy CA Notice at Collection

Job Title: Investment Management Analyst (Junior and Senior Levels) Location: Scottsdale, AZ (In-office full time; hybrid schedule available after ramp-up) Compensation: Senior Analyst: $90,000-$120,000 base salary + 10-15% bonus (potential up to 20%) Junior Analyst: Up to $90,000 base salary + 10-15% bonus (potential up to 20%) Benefits: Competitive package with medical, dental, vision, 401K, and generous PTO About the Opportunity This is a rare opportunity to join a fast-growing real estate investment firm during a period of rapid national expansion. The firm specializes in multifamily real estate across key Sunbelt markets and is seeking both Senior and Junior Investment Management Analysts to support its asset and portfolio growth. The company is lean, scrappy, and ambitious-ideal candidates will be hungry to learn, thrive in a dynamic environment, and want to directly impact asset performance and company growth. This is not a fit for candidates coming from highly structured, plug-and-play real estate firms; this role requires initiative, creativity, and a builder's mindset. Responsibilities Financial & Performance Analysis: Evaluate property-level financials, identify cost-saving opportunities, and recommend strategic improvements Reporting & Insights: Develop detailed financial reports and dashboards, analyze KPIs, and communicate findings to stakeholders Portfolio Optimization: Assess leases, rent rolls, and tenant data to support portfolio-wide financial strategies Budgeting & Forecasting: Assist with property-level budget creation and ensure alignment with overall investment goals Capital Improvements: Support asset managers in implementing value-add projects that enhance both NOI and tenant experience Underwriting: Source and evaluate new multifamily investment opportunities, focusing on markets across the Southeast U.S. Market Research: Analyze rent comps, operating statements, and local demographics to drive data-backed investment decisions Stakeholder Communication: Prepare investor-ready reports and assist with strategic presentations Collaboration: Work directly with leadership across finance, acquisitions, and asset management to support holistic portfolio strategy Ideal Candidate Profile 2-4 years of experience in real estate investment, public accounting, or financial consulting Strong understanding of three-statement financial modeling and advanced Excel (must exceed basic VLOOKUPs and PivotTables) Experience with commercial or multifamily real estate is required for the Senior role; preferred but not required for Junior role High attention to detail and strong analytical thinking Self-starter with a passion for real estate and an ability to thrive in high-growth, fast-paced environments Strong written and verbal communication skills Interview Process Virtual interview with the hiring manager Comprehensive Excel test (must demonstrate advanced skills) Cognitive assessment (CI test) In-person interview with the team Offer Note: This firm has seen tremendous growth, expanding into multiple states with aggressive targets through 2027. These roles are growth-based positions, not backfills-ideal for candidates who want to build and grow alongside a high-performing team.

**_What Finance Operations contributes to Cardinal Health_** Finance oversees the accounting, tax, financial plans and policies of the organization, establishes and maintains fiscal controls, prepares and interprets financial reports, oversees financial systems and safeguards the organization's assets. Finance Operations is responsible for the oversight and overall performance of the following core financial processes. This includes pricing administration, rebates, cash application, chargebacks, billing, accounts payable and employee travel & expense. **_Responsibilities_** + Perform monthly/quarterly responsibilities related to Medical Rebates and GPO Admin Fees calculation and payout transactions + Calculation of rebates for accruals and payouts + Preparing audit packages and submit for approval + Work with offshore team to facilitate data processing requests associated with corresponding rebate payouts + Provide detailed reporting for completed payouts + Validating GPO Admin fee data for monthly payouts + Own and manage any Admin Fee escalations to resolution + Aid in oversight, and accountability to ensure Rebates and Admin Fees are paid timely and completely + Respond to direct inquiries pertaining to rebates and admin fees coming from both internal and external stakeholders + Assist in Month-End Reconciliations and ensure accruals accurately reflect the contract and have relevant P&L impacts + Maintain and enhance SOX internal control structure + Help support current payout and reporting requests and processes + Work with manager on more complicated customer and transaction activities + Collaboration between across the organization to properly account for transactions, including but not limited to Sales, Legal, Finance, Pricing, Accounting and Contracting **_Qualifications_** + Bachelor's degree in related field, or equivalent work experience, preferred + 4-8 years of experience in related field preferred, including but not limited to Finance, Audit, or Accounting, preferred + Strong experience with Microsoft Excel and can use common formulas (e.g., VLOOKUP) + Knowledge with SAP, Vistex, Legal Contracts, and GAAP standards a plus **_What is expected of you and others at this level_** + Applies comprehensive knowledge and a thorough understanding of concepts, principles, and technical capabilities to perform varied tasks and projects + May contribute to the development of policies and procedures + Works on complex projects of large scope + Develops technical solutions to a wide range of difficult problems + Solutions are innovative and consistent with organization objectives + Completes work; independently receives general guidance on new projects + Work reviewed for purpose of meeting objectives + May act as a mentor to less experienced colleagues **Anticipated salary range:** $67,500-$96,300 **Bonus eligible:** No **Benefits:** Cardinal Health offers a wide variety of benefits and programs to support health and well-being. + Medical, dental and vision coverage + Paid time off plan + Health savings account (HSA) + 401k savings plan + Access to wages before pay day with my FlexPay + Flexible spending accounts (FSAs) + Short- and long-term disability coverage + Work-Life resources + Paid parental leave + Healthy lifestyle programs **Application window anticipated to close:** 01/02/2026 *if interested in opportunity, please submit application as soon as possible. The salary range listed is an estimate. Pay at Cardinal Health is determined by multiple factors including, but not limited to, a candidate's geographical location, relevant education, experience and skills and an evaluation of internal pay equity. \#LI-Remote \#LI-SP 1 _Candidates who are back-to-work, people with disabilities, without a college degree, and Veterans are encouraged to apply._ _Cardinal Health supports an inclusive workplace that values diversity of thought, experience and background. We celebrate the power of our differences to create better solutions for our customers by ensuring employees can be their authentic selves each day. Cardinal Health is an Equal_ _Opportunity/Affirmative_ _Action employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, ancestry, age, physical or mental disability, sex, sexual orientation, gender identity/expression, pregnancy, veteran status, marital status, creed, status with regard to public assistance, genetic status or any other status protected by federal, state or local law._ _To read and review this privacy notice click_ here (***************************************************************************************************************************

JPMorganChase Fellowship Program, offers a five-week paid, full-time summer fellowship held in select JPMorganChase offices. The JPMorganChase Fellowship Program is designed to attract undergraduate sophomores who are interested in early exposure to financial services careers and committed to the advancement of individuals from underrepresented groups in this industry. The JPMorganChase Fellowship Program is seeking sophomore students, including, without limitation, Black, Hispanic and Latino students, who are interested in exploring career opportunities at JPMorganChase. We are looking for dynamic individuals from diverse backgrounds and perspectives to help us grow and position our businesses for the future. All sophomore students who are interested in the Fellowship Program, regardless of background, are welcome to apply. As a Summer Fellow in our JPMorganChase Fellowship program, you will be provided with an introduction to financial services and the firm. You will be exposed to our senior leaders and gain insight into how your diverse backgrounds and perspectives as financial services professionals might positively impact the future of people's lives, the firm and our industry. This opportunity will expose students to careers in financial services and include hands-on experience and a project-based curriculum, designed to help build a pathway to future employment opportunities. The JPMorganChase Fellowship Program is committed to providing early exposure and professional development opportunities to participants. Upon successful completion of the Fellowship Program, you will be considered for a 2027 Summer Internship offer. Successful completion of the internship is a significant step towards securing full-time employment with the firm. The JPMorganChase Fellowship Program will consist of one-week of training and orientation onsite at one of our firm's locations. During this time, fellows will participate in orientation to our firm, our businesses, and gain the technical and practical knowledge needed to be successful during the program. After the induction, fellows will report to the designated location for their specific line of business track. Job responsibilities Proactively engage in learning opportunities to gain a comprehensive understanding of the firm's businesses, clients and customers. Actively pursue opportunities to enhance your professional development skills, including attending training sessions, and engaging with mentors. Prepare and present a curriculum-based project to an audience of senior stakeholders. Required qualifications, capabilities, and skills Sophomore standing (expected graduation date of December 2027 through Summer 2028) Attends college/university in the U.S. (all majors considered) in good standing Demonstrates a significant commitment to diversity, opportunity and inclusion through, for example, campus activities community service work, and/or related leadership activity Possess a strong interest in developing professional skills for future opportunities in financial services Preferred qualifications, capabilities, and skills Preferred minimum cumulative GPA of at least 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.) Locations fellows may join: Tempe, AZ Westerville, OH About Our Track Line of Business: Consumer & Community Banking (CCB) Track: Financial Advisor Development Program Track (FADP) The mission of the Financial Advisor Development Program Track (FADP) Program is to cultivate an inclusive community of Investment Professionals who are committed to the highest standards of excellence in client service. As a Fellow you will have the opportunity to enhance your investment, business knowledge, and professional skills. Our curriculum will provide a deep understanding of Service & Administration and National Branch, with exposure to other areas of J.P. Morgan Wealth Management. You will have access to professional and leadership training, along with networking opportunities, a developmental coach, and a financial advisor mentor. In this program track, you will: Explore the Financial Advisor Role: Gain a comprehensive understanding of the responsibilities and impact of a Financial Advisor, focusing on client relationship management and strategic financial planning. Enhance Investment Knowledge: Deepen your expertise in investment strategies and market analysis, equipping you with the skills needed to provide informed advice. Service & Administration Mastery: Develop an understanding of service operations and administrative functions essential to supporting client needs effectively. Engage with National Branch: Learn about our remote advice channel, which delivers comprehensive financial planning and advice through video meetings, expanding your ability to connect with clients virtually. This track is designed to expose you to a career as a Financial Advisor, emphasizing professional growth and client-focused excellence. Recommended Course and/or Projects: Extracurricular engagement with investment or finance clubs Demonstrated interest in pursuing financial planning credentials Example projects: Client Proposal and Financial Presentation What's next? Help us learn about you by submitting a complete and thoughtful application, which includes your resume. Your application and resume are ways for us to initially get to know you, so it's important to complete all 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 required qualifications. If you are advanced to the next step of the process, you will 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. The HireVue is required, and your application will not be considered for further review until you have completed your HireVue video interview. We strongly encourage that you apply and complete these required elements as soon as possible, since programs will close as positions are filled. Applications will be reviewed on a rolling basis. We strongly encourage you to submit your application as early as possible as programs will close once positions are filled. JPMorgan Chase is committed to creating an inclusive work environment that respects all people for their unique skills, backgrounds and professional experiences. We will provide reasonable accommodations for applicants with disabilities. Visit jpmorganchase.com/careers for upcoming events, career advice, our locations and more. 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 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.

AUDITOR GENERAL The Arizona Auditor General serves as an independent source of impartial information concerning State and local governmental entities and provides specific recommendations to improve the operations of those entities. We achieve our mission through the thoroughly specific research, audits, and investigations of our professional team members who educate stakeholders through our reports, alerts, and reviews. Since 1969, our office has continued to innovate, grow, and become one of the most highly regarded leaders in our field. Join our team and make a positive difference in your community by promoting better government for all Arizona's citizens. We look forward to working with you! Financial Audit Intern AUDITOR GENERAL You must apply on our website for this position. Job Location: Address: 2910 N. 44th St., Ste. 410 Phoenix, AZ 85018 Posting Details: Salary: $20 per hour and potential eligibility for college credit You must apply on our website for this position. Key Responsibilities: Help conduct financial statement and compliance audits. Learn and apply the AICPA's generally accepted auditing standards, U.S. Government Auditing Standards, and other federal auditing requirements to our auditees. YOU MUST APPLY ON OUR WEBSITE FOR THIS POSITION. You will be able to upload your resume, unofficial transcripts, and cover letter explaining how your skills are a good fit for the position. Qualifications: Be in your junior or senior year of your accounting bachelor's degree program and have completed some upper division accounting classes or be in a master's degree program. Interest in public service and improving State government. Strong verbal and written communication skills. Well-developed interpersonal skills. HOURS: Flexible hours, 15-40 hours per week, to meet your school schedule. Ready to start your new career? Apply here. AN EQUAL EMPLOYMENT OPPORTUNITY AGENCY Contact Us: If you have any questions, please contact *********************** for assistance.

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.

This position is ideal for undergraduate students to join the Corporate FP&A team as a Finance Intern. Partnering with Global Finance teams, you'll provide support and analysis on various projects to help the company achieve its business goals. Role expectations * Create tools and templates for the Corporate Finance team to drive standardized inputs for consolidation. * Help analyze financial results, identify trends, and provide insights to improve business outcomes. What we're looking for * Education: Currently pursuing a Bachelor's degree in Business Management, Finance, Accounting, or a related field. * Skills: Strong problem-solving abilities and a positive "can-do" attitude. Proficiency in Excel. * Teamwork: Ability to work both independently and collaboratively. .

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization. Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us! Job Description: This job is responsible for providing prospects and self-directed investors with financial assistance by identifying broader product and service solutions that meet their investment and saving needs. Key responsibilities include applying knowledge of investments, products, financial markets, policies, procedures, and processes to the client's investment needs. Job expectations include owning the management, research, and communication process of resolving client issues and achieving high client satisfaction and relationship deepening through a disciplined and responsible approach. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination. The registered Investment Consultant II demonstrates knowledge of investments and financial markets and assists clients with their servicing and trading needs through inbound and outbound phone interactions. The Investment Consultant II will own the management, research, and communication of resolution to client issues while demonstrating expert knowledge of policies, procedures and processes. The role is responsible for achievement of high client satisfaction and relationship deepening through a disciplined and responsible approach. Responsibilities: Provides prospects and self-directed investors with financial guidance and assistance based on their needs to deepen existing relationships Educates potential and existing clients about investment products, services, and trading strategies offered by the bank Delivers on performance goals by uncovering additional client needs, deepening existing relationships, and referring clients to business counterparts Deliver exceptional service to clients by answering general account inquiries Accurately execute and confirm trade orders as well as a variety of securities transactions initiated by self-directed clients Assist clients with brokerage consumer website usage and navigation Educate potential and existing clients about investment products, services and trading strategies Research and resolve client requests Maintain current knowledge of Merrill products, policies, and services while keeping abreast of financial markets and regulations Required Qualifications: * Series 7, and 66 or equivalent (if not currently held, Series 66 must be obtained within 90 days) * Demonstrated passion and interest in financial markets * Excellent customer service skills with the ability to actively listen to clients and demonstrate empathy * Strong analytical and organizational skills * Detail oriented, with good follow-up skills * Strong interpersonal skills * Ability to multi-task in a dynamic environment * Requires basic knowledge of the organization, products and/or services * Requires knowledge of financial markets and trading strategies * Excellent verbal and written communication skills * Proven ability to meet and exceed productivity and performance goals * Must be technologically savvy and able to quickly learn new systems * Ability to adapt and seek solutions for customers in a fast-paced environment * Must be flexible to work assigned shift within center hours of operation * Strong desire for point of call resolution * Focus on client satisfaction Desired Qualifications: * Call center experience is preferred but not required * Previous Brokerage experience is a plus * 1+ years of financial industry experience Skills: Account Management Advisory Client Experience Branding Customer and Client Focus Oral Communications Active Listening Attention to Detail Client Solutions Advisory Issue Management Pipeline Management Causation Analysis Client Management Policies, Procedures, and Guidelines Risk Management Trading Shift: 1st shift (United States of America) Hours Per Week: 40

The Financial/Contracts Analyst is a vital part of the Wyyerd team. Wyyerd has near-term plans to dramatically accelerate expansion of our fiber network and, in doing so, construction of new fiber plant will be accelerated. This individual is responsible for working with internal accountants, legal team, design engineers, OSP Project Managers and outside plant contractors to enable rapid deployment of telecom equipment/materials to enable this expansion. Responsibilities include the following: Develop and implement reports and metrics to support operational goals, initiatives andobjectives. Work with all groups on Master Contract implementation Work with teams to develop Purchase Orders/Project Service Agreements Track, Manage, facilitate review and approval of invoicing between technical team andaccounting team Manage process to administer all invoices for engineering, labor, and material Purchases,working with both technical functions and Accounting teams. Communicate and drive weekly, bi-weekly, monthly operational report/metrics reviews witha focus on improving and promoting quality as demonstrated by accuracy and thoroughness of analysis/reports. Create Process and Training documentation as it relates to Wyyerd's needs with the ability to train large audiences on new processes Project Manage multiple projects and deliverables at once Analyze financial data and provide forecasting support Work with IT and Accounting to develop and advance internal systems for requiredreporting requirements Prepare reports and projections based on financial data, metrics data, and operations data Collaborating with team members for the purpose of collecting data and executing thecompany's mission Manage multiple material and labor vendors from a Business requirements perspective Work with teams for all Request for Proposal requirements Create standard work procedures for internal teams Collaborate with department managers in knowledge sharing, problem solving, andproviding positive leadership within assigned functional areas Develop and manage quality assurance and cycle count program designed to ensurecontinuous process improvement Work with Business Operations to establish and oversee projects dedicated to auditing andassess processes and procedures to ensure effectiveness Assist with Determine performance metrics to gain visibly to any shortfalls in the processesdeveloped Assist with Develop and implement a training program for construction contractors toadhere to when within Pacific Wyyerd material storage space. Skills, education and/or experience: Bachelors degree preferred, or equivalent combination of education and experienceA minimum of 5 years of leadership experience in Financial Controls, Invoicing, Accounts Payable, Cost Controls and Purchasing environments, working with Engineering/Construction Functions.Google Docs/Sheets/Slides and MS ExcelPresentations including Graphs, Variance Analysis, and top level root cause data Telecom experience highly desired

PacSci EMC an operating company of Ralliant is seeking a motivated and detail-oriented **Financial Analyst Intern Summer 2026** to join our Finance team. This internship offers an excellent opportunity to gain hands-on experience in financial reporting, data analysis, and ERP systems within a dynamic aerospace and defense environment. You'll collaborate with finance professionals across multiple levels of the organization, gaining valuable insights into real-world applications of finance and accounting. **Primary Duties and Responsibilities:** + Prepare daily, weekly and monthly financial reports with a high degree of accuracy and completeness. + Enter and maintain financial data in the ERP system related to project budgets and estimates to complete (ETCs). + Develop financial models/analyses using data downloaded from ERP system. + Communicate articulately with members at various levels and functions of the organization. + Support month-end close activities. + Assist Financial Analysts, Manager and Director of Finance with a variety of financial assignments, as needed. **Education Required:** + Pursuing a bachelor's degree in Finance or Accounting. Completed Junior year or more. + Proficient in MS Excel (Pivot Tables, VLOOKUP, SUMIF, etc.) **Experience Required:** + Previous related work or internship experience a plus but not required. + Proven ability to work collaboratively in a team environment. + Proven ability to learn quickly, manage time and complete assignments with a sense of urgency. + PacSci EMC is a U.S. Department of State ITAR-regulated employer. To comply with ITAR-controlled contracts, this position **requires U.S. citizenship.** **Why Join Us?** This internship is designed to provide you with practical experience that builds a strong foundation for a career in finance. At PacSci EMC, you will have the opportunity to contribute meaningfully to impactful projects, expand your technical skills, and develop your professional network in a supportive environment. \#LI-KJ1 **Ralliant Corporation Overview** Ralliant, originally part of Fortive, now stands as a bold, independent public company driving innovation at the forefront of precision technology. With a global footprint and a legacy of excellence, we empower engineers to bring next-generation breakthroughs to life - faster, smarter, and more reliably. Our high-performance instruments, sensors, and subsystems fuel mission-critical advancements across industries, enabling real-world impact where it matters most. At Ralliant we're building the future, together with those driven to push boundaries, solve complex problems, and leave a lasting mark on the world. We Are an Equal Opportunity Employer Ralliant Corporation and all Ralliant Companies are proud to be equal opportunity employers. We value and encourage diversity and solicit applications from all qualified applicants without regard to race, color, national origin, religion, sex, age, marital status, disability, veteran status, sexual orientation, gender identity or expression, or other characteristics protected by law. Ralliant and all Ralliant Companies are also committed to providing reasonable accommodations for applicants with disabilities. Individuals who need a reasonable accommodation because of a disability for any part of the employment application process, please contact us at applyassistance@Ralliant.com. **About PacSci EMC** Pacific Scientific Energetic Materials Company (PacSci EMC), a Ralliant Corporation (NYSE: RAL) operating company, makes critical missions possible. From concept to demonstration to delivery, we provide leading-edge energetic materials, devices and subsystems for use in military and commercial applications. With engineering and manufacturing capability in Arizona and California, our associates work together to solve the toughest technical challenges with a dedication to Safety First, Quality Every TimeTM. We enable success for innumerable missions on a daily basis, impacting the lives of military personnel, law enforcement officers, commercial airline pilots, astronauts, and oil field operators. For nearly a century, PacSci EMC's experience and expertise has been relied upon in the times When Milliseconds MatterTM. For more information, go to ******************** EMC is an equal opportunity employer. We do not discriminate against any applicant or employee on the basis of race, sex, religion, age, national origin, color, disability, or veteran status. Nonetheless, pursuant to our subcontractor status on highly sensitive national security matters, Mechanical Assemblers and all other floor personnel who frequently shift cell assignments, as well as any personnel directly working with the following contract are subject to the following contractual provision: THAAD PRIME Flowdowns (H-Clauses) H-42 FOREIGN PERSONS, paragraph D., "All employees of all entities that make up the Contractor's team, whether subcontractors, consultants, or anyone who works with or on behalf of the Contractor will be citizens of the U.S." Accordingly, only U.S. citizens will be qualified to fill these roles. We are committed to providing a workplace free of any discrimination or harassment. We all have a role in building a community where everyone belongs. Where you can speak your mind, be yourself, and feel supported. It's how we achieve more together - for each other, for our customers, and for the world. ******************************************** We Are an Equal Opportunity Employer. Ralliant Corporation and all Ralliant Companies are proud to be equal opportunity employers. We value and encourage diversity and solicit applications from all qualified applicants without regard to race, color, national origin, religion, sex, age, marital status, disability, veteran status, sexual orientation, gender identity or expression, or other characteristics protected by law. Ralliant and all Ralliant Companies are also committed to providing reasonable accommodations for applicants with disabilities. Individuals who need a reasonable accommodation because of a disability for any part of the employment application process, please contact us at applyassistance@Ralliant.com. **Pay Range** The hourly salary range for this position (in local currency) is $22.84 to $42.36. **Is this role subject to ITAR?** The essential duties of this position require adherence to U.S. Government export control regulations. Accordingly, candidates must either be U.S. Persons (i.e., U.S. citizens, U.S. lawful permanent residents, or protected individuals as defined by 8 U.S.C. 1324b(a)(3)) or be prepared to collaborate with the company in securing the necessary U.S. government export authorizations. While the company encourages all interested applicants to apply, please be aware that ongoing employment is dependent upon obtaining the appropriate government export authorizations.

The Portfolio Manager Specialist is a senior level position on a FA/PWA team that is responsible for the development, maintenance and oversight of the investment strategy and asset allocation for clients serviced by the team. This role will work within the firms Portfolio Management program. DUTIES and RESPONSIBILITIES: * Leverage the firms Portfolio Management ("PM") program to open investment advisory accounts and manage their investment strategy on a discretionary basis o The Portfolio Management program is administered by the Portfolio Management Group ("PMG"), a sub-division of the Consulting Group ("CG") * Supports Financial Advisors in analyzing portfolios and developing advanced PM solutions and strategies based on the clients investment objectives * Lead meetings to discuss investment strategy options and performance * Manage client interaction by participating and driving client prospecting and meetings * Develops and over sees investment functions including, but not limited to the oversight of policies, procedures, reporting and performance metrics via firm approved resources, the development of asset allocation models and implementation of strategy * Makes asset allocation recommendations and sets up the portfolio within the Portfolio Management program. * Critically examines and rebalances current portfolio holdings when necessary * Reviews and develops recommendations as to the appropriate benchmarks for the current asset allocation * This role will not sell, manage, or provide recommendations for any accounts outside of the firms Portfolio Management program (This includes, but is not limited to the any other brokerage program or managed account programs that the firm may offer) Education and/or Experience * College degree or professional certification required * 10 or more years of relevant work experience preferred * Active Series 7, 63 and 65 or Series 7 and 66, or successful completion of Series 7 and Series 66 exams within the time frame provided by applicable company policy * Additional product licenses may be required * Minimum of 5 years FINRA Registration preferred Knowledge/Skills * Financial industry and product knowledge * Effective written and verbal communication skills * Knowledge of applicable compliance rules and regulations and firm policies REPORTS TO: * Market Executive and dotted line to the Assistant Market Manager WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

The Financial/Contracts Analyst is a vital part of the Wyyerd team. Wyyerd has near-term plans to dramatically accelerate expansion of our fiber network and, in doing so, construction of new fiber plant will be accelerated. This individual is responsible for working with internal accountants, legal team, design engineers, OSP Project Managers and outside plant contractors to enable rapid deployment of telecom equipment/materials to enable this expansion. Responsibilities include the following: Develop and implement reports and metrics to support operational goals, initiatives and objectives. Work with all groups on Master Contract implementation Work with teams to develop Purchase Orders/Project Service Agreements Track, Manage, facilitate review and approval of invoicing between technical team and accounting team Manage process to administer all invoices for engineering, labor, and material Purchases, working with both technical functions and Accounting teams. Communicate and drive weekly, bi-weekly, monthly operational report/metrics reviews with a focus on improving and promoting quality as demonstrated by accuracy and thoroughness of analysis/reports. Create Process and Training documentation as it relates to Wyyerd's needs with the ability to train large audiences on new processes Project Manage multiple projects and deliverables at once Analyze financial data and provide forecasting support Work with IT and Accounting to develop and advance internal systems for required reporting requirements Prepare reports and projections based on financial data, metrics data, and operations data Collaborating with team members for the purpose of collecting data and executing the company's mission Manage multiple material and labor vendors from a Business requirements perspective Work with teams for all Request for Proposal requirements Create standard work procedures for internal teams Collaborate with department managers in knowledge sharing, problem solving, and providing positive leadership within assigned functional areas Develop and manage quality assurance and cycle count program designed to ensure continuous process improvement Work with Business Operations to establish and oversee projects dedicated to auditing and assess processes and procedures to ensure effectiveness Assist with Determine performance metrics to gain visibly to any shortfalls in the processes developed Assist with Develop and implement a training program for construction contractors to adhere to when within Pacific Wyyerd material storage space. Skills, education and/or experience: Bachelors degree preferred, or equivalent combination of education and experience A minimum of 5 years of leadership experience in Financial Controls, Invoicing, Accounts Payable, Cost Controls and Purchasing environments, working with Engineering/Construction Functions. Google Docs/Sheets/Slides and MS Excel Presentations including Graphs, Variance Analysis, and top level root cause data Telecom experience highly desired