Finance internship jobs in Suffern, NY - 316 jobs

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.

A leading university in New Jersey is seeking a Chief Financial Officer to oversee the financial affairs of the School of Nursing. This position involves managing budget development, internal controls, and financial reporting to ensure compliance with university policies. The ideal candidate will lead financial activities and report directly to senior management, contributing to the financial health of the school. #J-18808-Ljbffr

At Zoetis, we are passionate about our customers and the animals in their care. We discover, develop, and manufacture the world's most innovative and effective products for animal health-medicines, vaccines, diagnostics, genetic tests, and biodevices. We are also creating the next generation of integrated solutions and services to support this evolving industry. We recognize that our people drive our success. Our colleagues take pride in our company culture and the meaningful role we play in caring for animals. The Zoetis Core Beliefs define the commitments we make to our colleagues, customers, and stakeholders every day. These beliefs have guided the creation of our award-winning workplace and our esteemed position as a leading partner of choice in animal health.************** Position Summary: The Internal Audit - Intern Auditor willparticipateas a member of a team conducting independent audit and risk oversight activities,focusingonbusinessprocesses,controlsanddata analyticsat Zoetis locations worldwide. KeyResponsibilities: Assist Senior Auditors in conductingremote andon-site independent evaluations of Zoetis' financial, operational, compliance,and systemscontrols Understand and evaluate key risks and the effectiveness of managements control and risk mitigation activities Review and evaluate operations including applicable IT systems for compliance with prevailing regulatory requirements and Zoetis policies Develop workpapers that synthesizeresults and includeappropriate succinctconclusions AssistIA teaminpresentingresults of audits to senior site and division management, including practical recommendations to address identified risks Education: 3rd or 4th year studentor higherstudying Finance, Accounting,Economics, DataAnalyticsand/or InformationSystems. MinimumGPA of 3.0 indesignateddegree Experience: Prior work experience in a corporate setting is highly desired, but notrequired Prior Pharmaceutical experience is a plus, but notrequired Prior Financial experience is a plus, but notrequired Knowledge, Skills, Ability Requirements: Strong oral and written communication skills, enabling effective communication with all levels of management Demonstrated skills in leadership, strategic thinking,andinnovativecreativityon projects Demonstrated critical thinking and analytical skills Ability toleveragetechnology to improve results Strong interpersonal skills with a desire to be part of a fast-pacedcorporate team The following hourly pay rates reflect the anticipated base pay for this position: If the selected candidate is a student pursuing an Associate-level degree: $16.00 per hour If the selected candidate is a student pursuing an Undergraduate-level degree: $22.00 per hour If the selected candidate is a student pursing a Graduate-level degree: $32.50 per hour If the selected candidate is a student pursuing a Doctorate-level degree: $36.00 per hour The following hourly pay rates reflect the anticipated base pay for this position if a selected candidate were to be located in California, Connecticut, District of Columbia, Illinois (Chicago area), Massachusetts, New Jersey, New York, Washington (Seattle area): Student pursuing an Associate-level degree: $17.00 per hour Student pursuing an Undergraduate-level degree: $24.20 per hour Student pursing a Graduate-level degree: $36.40 per hour Student pursuing a Doctorate-level degree: $40.30 per hour Full time Intern (Trainee) Colleague Any unsolicited resumes sent to Zoetis from a third party, such as an Agency recruiter, including unsolicited resumes sent to a Zoetis mailing address, fax machine or email address, directly to Zoetis employees, or to Zoetis resume database will be considered Zoetis property. Zoetis will NOT pay a fee for any placement resulting from the receipt of an unsolicited resume. Zoetis will consider any candidate for whom an Agency has submitted an unsolicited resume to have been referred by the Agency free of any charges or fees. This includes any Agency that is an approved/engaged vendor but does not have the appropriate approvals to be engaged on a search. Zoetis is committed to equal opportunity in the terms and conditions of employment for all employees and job applicants without regard to race, color, religion, sex, sexual orientation, age, gender identity or gender expression, national origin, disability or veteran status or any other protected classification. Disabled individuals are given an equal opportunity to use our online application system. We offer reasonable accommodations as an alternative if requested by an individual with a disability. Please contact Zoetis Colleague Services at to request an accommodation. Zoetis also complies with all applicable national, state and local laws governing nondiscrimination in employment as well as employment eligibility verification requirements of the Immigration and Nationality Act. All applicants must possess or obtain authorization to work in the US for Zoetis. Zoetis retains sole and exclusive discretion to pursue sponsorship for the acquisition or maintenance of nonimmigrant status and employment eligibility, considering factors such as availability of qualified US workers. Individuals requiring sponsorship must disclose this fact. Please note that Zoetis seeks information related to job applications from candidates for jobs in the U.S. solely via the following: (1) our company website at **************/careers site, or (2) via email to/from addresses using only the Zoetis domain of "@zoetis.com". In addition, Zoetis does not use Google Hangout for any recruitment related activities. Any solicitation or request for information related to job applications with Zoetis via any other means and/or utilizing email addresses with any other domain should be disregarded. In addition, Zoetis will never ask candidates to make any type of personal financial investment related to gaining employment with Zoetis.

Company: Simon Quick Advisors Financial Advisor Compensation: Base starting at $200,000 ______________________________________________________________ Simon Quick Advisors is an independent, employee-owned RIA that offers holistic financial planning solutions for affluent families, business owners and executives. We offer sophisticated strategies built around individual needs, preferences, risk tolerances, objectives, and tax considerations. Our purpose is to give our clients and our team the freedom to pursue what matters. We give our clients the peace of mind in knowing that they have a trusted partner in Simon Quick. This allows them to focus more of their attention on their careers, relationships, and hobbies. Similarly, we exist to serve our employees. We seek to provide our team with fulfilling careers, significant growth opportunities, and a best-in-class employee experience, ultimately giving them the same sense of freedom. Mission of the Position The Client Advisor serves as a primary relationship manager, taking full ownership of client engagement and delivering comprehensive, high-quality financial planning. This role is critical in designing and executing strategic wealth management solutions that align with each client's unique goals, integrating investment management, tax efficiency, and estate planning. The Client Advisor collaborates closely with internal teams to ensure seamless service and uphold the firm's values of integrity, transparency, and client-centered excellence. This position is expected to expand into people management responsibilities, contributing to the development of team members and the firm's long-term growth. Top Accountabilities Client Relationship Management: Serve as the primary point of contact for assigned clients, developing deep, trusted relationships and proactively addressing their financial needs. Ensure consistent communication and high-touch service to foster long-term engagement. Financial Planning & Strategy: Develop and implement comprehensive financial plans that align with clients' long-term goals, considering tax strategies, estate planning, and risk management. Provide informed investment advice tailored to individual client profiles. Investment Oversight: Construct, review, and continuously monitor Investment Policy Statements to ensure alignment with client objectives. Analyze portfolio performance, asset allocation, and risk exposure, making adjustments as necessary. Organic Growth: Identify and pursue organic growth opportunities by deepening existing client relationships, uncovering unmet needs, and generating referrals through exceptional service and strategic engagement. People Management: Serve as a player-coach by managing a team of junior advisors or support staff, providing mentorship, performance feedback, and professional development while continuing to lead client relationships and deliver exceptional advisory services. Other Duties & Responsibilities Work closely with internal teams, including investment analysts, client service professionals, and operations, to execute client strategies seamlessly. Organize and lead client meetings and phone conferences. Develop relationships with COIs to triangulate the team and better serve the client. Monitor client liquidity needs and daily account activity reports. Interact with third-party service providers (custodians, reporting providers, other advisors). Oversee documentation processes for account opening, investments, money movement, and account maintenance. Ensure all financial planning and investment activities comply with regulatory requirements and firm policies. Maintain client confidentiality and assist in identifying potentially fraudulent activity. Key Criteria/Requirements 15+ years of relevant experience. CERTIFIED FINANCIAL PLANNER™ certification required. Experience with Microsoft Office (Excel, Outlook, Word). Experience with eMoney Advisor, Orion, and Salesforce. Experience working with Fidelity and Schwab. Key Competencies Client-Centric Mindset: Ability to maintain and strengthen client relationships. Strategic Financial Planning: Proficiency in investment management and financial strategy. Team Collaboration: Experience working closely with internal teams to deliver client solutions. Analytical Thinking: Ability to assess financial scenarios and develop strategic solutions. Attention to Detail: Accuracy in investment monitoring and financial planning. Time Management: Effectively prioritizing multiple responsibilities. Technology Proficiency: Familiarity with financial software and Microsoft Office. Regulatory Knowledge: Understanding of compliance and client confidentiality standards. Communication Skills: Strong written and oral communication abilities. Growth Oriented: Proactive engagement with clients, COIs and prospects. Physical Requirements (if applicable) Must be able to remain in a stationary position 50% of the time. Constantly operates a computer and other office productivity machinery, such as a calculator, copy machine, and computer printer. The ability to communicate information and ideas so others will understand. Must be able to exchange accurate information in these situations. Disclaimer: This job description may not be inclusive of all assigned duties, responsibilities, or aspects of the job described, and may be amended at any time at the sole discretion of the Employer. Simon Quick Advisors, LLC is an Equal Opportunity Employer and we do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity, status as a veteran, and basis of disability or any other federal, state or local protected class.

At the New York Power Authority, you will be empowered to think big, do good, and transform the energy industry. We are a collaborative team of over 2,400 energy technologists, IT specialists, business experts, hydro engineers, and diverse professionals leading the energy revolution. With state-of-the-art technology, advanced research and development, a modernized infrastructure, and a focus on environmental, social and governance (ESG), we provide New Yorkers with low-cost, clean, reliable power - and we are well on the way to becoming the first end-to-end digital utility in the country. This position offers the selected candidate the opportunity to gain hands-on experience with NYPA's Financial Planning & Analysis (FP&A) and Financial Planning Systems teams. The role supports financial analysis across all departments and sites, helping senior and executive leadership make informed decisions through economic, competitive, and cost-benefit evaluations. This role will also provide candidates with the opportunity to gain hands-on experience with SAP Analytics Cloud (SAC), learning how to effectively leverage the tool while supporting future system integrations. Our paid 10-week Summer Developmental Internship program runs from June 2 - August 7, 2026. As an Intern, you will receive professional development, on-the job experience in the energy industry, exposure to executives, and networking opportunities to help build a solid foundation for your future career. Applications will close on February 15, 2026. If you are passionate about our mission - to lead the transition to a carbon-free, economically vibrant New York through customer partnerships, innovative energy solutions, community engagement and the responsible supply of affordable, clean, and reliable electricity, we are looking for you! #LI-KM1 Responsibilities * Participate in department-specific projects, analysis, research methods and learn project management skills * Support team in developing business solutions that contribute to NYPA's VISION2030 strategic goals * Research industry trends and emerging technologies to contribute to the continuous improvement of our programs * Other projects as assigned; will vary based on focus area Knowledge, Skills and Abilities * Proficiency in Microsoft Office programs, especially Excel, PowerPoint, Outlook * Excellent verbal and written communication skills * Strong organizational skills and ability to multi-task with competing priorities * Ability to work both independently and collaborate as part of a team * Provide positive customer service for internal and external stakeholders Education, Experience and Certifications Enrollment in an associate's, undergraduate or graduate program at a college or university is required. Recent graduates are not eligible for our Developmental Internship program. Must be legally eligible to work in the United States for the duration of the internship from June 2 - August 7 Physical Requirements The New York Power Authority is committed to providing fair, competitive, and market-informed compensation. The hourly rate for this position is based on the level of education at the time the intern program begins: LEVEL HOURLY RATE Sophomore $17.50 Junior $21.50 Senior (or May 2027 graduate) $21.50 Current graduate/law student $24.50 The New York Power Authority and Canal Corporation believes that diversity, equity, and inclusion drive our success, and we encourage women, people of color, LGBTQIA+ individuals, people with disabilities, members of ethnic minorities, foreign-born residents and veterans to apply. As an equal opportunity employer, NYPA/Canals is committed to building inclusive, innovative work environments with employees who reflect communities across New York and enthusiastically serve them. We proudly celebrate diversity and do not discriminate based on race/color, creed/religion, national origin, citizenship or immigration status, age, disability, military status, gender/sex, sexual orientation, gender identity/expression, pregnancy and related conditions, familial/marital status, domestic violence victim status, predisposing genetic characteristics, arrest/criminal conviction record or any other category protected by law. NYPA/Canals will also provide reasonable accommodations during the hiring process related to candidates' disabilities, pregnancy-related conditions, religious observances/practices and/or domestic violence concerns. To request an accommodation, please email accessibility@nypa.gov. Nearest Major Market: White Plains Nearest Secondary Market: New York City Job Segment: Corporate Finance, Summer Internship, Intern, Financial, R&D, Finance, Entry Level, Research

Work Format: Full-Time, Onsite Coach USA, a leading provider of transportation services and mobility solutions across North America, invites motivated students to join our paid Summer 2026 Internship Program, running from May 20, 2026, through August 7, 2026. This 12-week experience connects classroom learning with real-world business operations through meaningful projects, mentorship, and professional development opportunities in a collaborative environment. Role Summary The Finance Intern will support the Finance team with key analytical and reporting activities that drive operational and financial decision-making. This role offers exposure to core finance functions, including general ledger management, expense and revenue analysis, and process efficiency initiatives. The intern will gain hands-on experience while contributing to continuous improvement efforts across the organization. Key Responsibilities * Conduct general ledger account analysis and reconciliation to ensure accuracy and compliance * Prepare expense and revenue reports, providing actionable insights by supplier, area of spend, customer, or revenue stream * Support the development and implementation of process efficiency and internal control improvements * Assist in preparing and presenting financial performance summaries for leadership review * Collaborate with cross-functional teams to gather data and support budgeting and forecasting activities Skills/Qualifications * Pursuing a bachelor's or master's degree in Finance, Accounting, Economics, or Business Administration * Strong analytical and Excel skills with attention to detail * Ability to work effectively both independently and as part of a collaborative team * Clear communication and problem-solving abilities * Team-oriented, reliable, and eager to learn Compensation $18.00/hr. - $23.00/hr. Work Authorization Applicants must be authorized to work in the U.S. Coach USA does not provide visa sponsorship for internships. Coach USA is an Equal Employment Opportunity employer. In compliance with Federal and State equal employment opportunity laws, qualified applicants are considered for all positions without regard to race, color, religion, national origin, sex (including gender identity, sexual orientation, and pregnancy), age, genetic information, disability, veteran status, or any other protected class.

Launch Your Career with a World-Class Summer Experience Are you ready to accelerate your growth, expand your skillset, and make a real impact at one of the world's premier financial institutions? Join Morgan Stanley's Wealth Management Summer Analyst Program-a 10-week, high-impact experience designed to provide broad exposure to the Wealth Management Home Office and develop future leaders. Program Overview: Summer Analysts join one of many dynamic teams at the heart of Wealth Management's innovation-shaping product strategy, investment solutions, digital platforms, and research that empower Financial Advisors and clients. Before joining your placement team, you'll complete a week-long training program designed to build technical skills, business knowledge, and professional connections. From day one, you'll experience Morgan Stanley's collaborative culture and take on meaningful work similar to that of a Full-Time Analyst. Placements are based in either the New York Metro area or our Wealth Management Headquarters in Purchase, NY, depending on your team's location-giving you exposure to the center of strategic decision-making in Wealth Management. Responsibilities: Responsibilities vary by group, offering exposure to multiple facets of Wealth Management. You will collaborate with your team and the broader division to create tailored solutions for clients. Potential Home Office roles include (but are not limited to): * Product Development & Management * Investment Research & Due Diligence * Analytics & Data * Field Services * Financial Wellness * Marketing * Business Development * Strategy * Portfolio Construction * Sales Engagement * Digital Strategy * Risk & Administration Qualifications: Analysts who succeed here embrace diverse assignments and create impact everywhere. We're looking for candidates who are excited to broaden their horizons-those who thrive on variety, adapt quickly, and see every placement as a chance to grow and make an impact. Additional requirements include: * Pursuing an undergraduate degree with an expected graduation date between December 2027 and June 2028 * Minimum 3.5 GPA * Basic knowledge and strong interest in finance * Analytical, results-driven, and able to multi-task * Team player with a positive attitude * Strong oral and written communication skills * Legally authorized to work in the U.S. without requiring sponsorship, now or in the future, for employment visa status Application Process & Deadlines: In order to be considered, candidates must apply with their resume through the Morgan Stanley website and complete their HireVue digital questionnaire. Resumes will be reviewed on a rolling basis until the role is filled or the application deadline, whichever comes first. Applications must be submitted by March 13, 2026 at 11:55 PM EST and HireVues completed by March 15, 2026 at 11:55 PM EST to be considered. Expected base pay rate for the role will be $52.89 per hour at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Key Message for Candidates: This program is designed for individuals who are flexible, curious, and eager to learn across multiple disciplines. Preferences are noted, business needs drive placements. Candidates should embrace the opportunity to gain diverse experiences that will prepare them for the Wealth Management Full-Time Rotational Program and future leadership roles. Job Level Summer Analyst Program Summer Analyst

Job DescriptionSalary: What is the role and what will be my responsibilities? As a Financial Representative Intern, you will be given the opportunity to run your own financial-advising practice, with the help of experienced advisors. Through strategic business networking, you will build an extensive professional network and build your own clientele. Introduce individuals, families, and businesses, to Northwestern Mutual's unique planning process to create customized financial plans designed to bring long-term financial security to your clients Obtain the required financial licenses with provided study courses and exams paid for by the internship. How will I be provided guidance and support? The program and its directors will provide formal training prior to the official start of the internship. Training and support will also be provided throughout the program by seasoned financial advisors including weekly development workshops Prior to the internship start date, all accepted applicants will be granted access to the study materials to prepare them to pass their Life, Accident, and Health (17-55) Exam to allow them to discuss risk management products by the time the internship begins. Interns will be taught professional networking, wealth management strategies, how to interact with clients, and sales skills We will work together to create a flexible work schedule around your classes and daily activities (sports, clubs, etc.) that will allow you, as an intern, to balance both school and this program Why Northwestern Mutual? Northwestern Mutual is 1 of the largest financial services companies in the country with a strong reputation including, AAA financial strength rating, $244 billion in Wealth Management, and #1 provider of Life Insurance Northwestern Mutual's unique planning process backed by our quality and quantity of products/services allows us to deliver comprehensive financial plans Gain hands-on client-facing experience in the financial industry As a Financial Representative in our Paramus Branch, you will have the opportunity to join a young and rapidly growing firm that leads to a multitude of career opportunities post-graduation Our business model and culture allows for athletes, naturally competitive, and high-performing individuals to thrive and succeed in growing their business Compensation: Weekly stipend Bonuses available Commission based on product sales (unlimited earning capacity) Important Talking Points: Relationship building Impact, income, independence/interdependence Internship mirrors full-time advisor role Opportunities to be sponsored for your SIE, Series 6, and Series 63 exam Year-round program Eligibility: Junior and Senior part/full-time students Location: Our office is located in Paramus, New Jersey. Interns are expected to be in person.

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.

Job Classification: Investment Management - Investments PGIM: 2026 Public and Private Fixed Income, Summer Analyst Program Chicago, IL and Newark, NJ PGIM is the asset management business of Prudential Financial, headquartered in Newark, NJ. Public Fixed Income: PGIM Fixed Income is a global asset manager offering active solutions across all fixed income markets. The company has offices in Newark, NJ, London, Amsterdam, Paris, Sydney, Singapore, Munich, Zurich, Hong Kong, and Tokyo. As of March 31, 2025, the PGIM Fixed Income has $862 billion of assets under management including $429 billion in institutional assets, $196 billion in retail assets, and $237 billion in proprietary assets. Over 1100 institutional clients have entrusted PGIM Fixed Income with their assets. **************************************************************** Private Fixed Income: PGIM Private Capital is PGIM's private capital investment arm, managing approximately $100 billion in private debt and equity investments across more than 1,000 companies worldwide (as of 3/31/25). PPC's global footprint includes offices in Newark, New York, Chicago, Atlanta, Minneapolis, Dallas, Los Angeles, San Francisco, and several international locations. PPC focuses on long-term partnerships with middle-market companies, offering customized financing solutions and deep industry expertise: ******************************************************************* What you can expect: You will be empowered to contribute in a meaningful way, add new value to organization initiatives and effect change. You will be placed in either the Public Fixed Income Portfolio Analysis Group (PAG) in Newark, NJ or within Private Fixed Income in Chicago, IL. During your summer internship you will be assigned impactful day-to-day work and projects. Examples of work our PAG Analysts focus on include: The Analyst in the Portfolio Analysis Group (PAG) evaluates portfolio positioning with respect to risk exposures and alpha objectives, provides portfolio construction and alignment insight, and analyzes performance drivers across a multitude of investment products and processes to deliver performance attribution. Utilizing a variety of analytical tools, the analyst integrates specific client guidelines, objectives, and risk tolerances into the firm's investment process to ensure complete portfolio management and analytics are in place. The analyst collaborates and works closely with other teams, including Senior PAG Analysts, Portfolio Managers, Traders, Risk Managers, the Quantitative Team, Credit Research, Client Advisory, and Sales and Marketing to ensure the Portfolio Management team has the tools and technology required to effectively manage portfolios. The analyst also navigates multiple ad hoc requests and projects that relate to market or portfolio analytics received from all parts of the larger Fixed Income Organization. The analyst partners closely with peers throughout Fixed income to build organizational capabilities. Examples of work our Private Credit Analysts focus on include: On-the-job experience alongside formal and structured training (training will teach foundational principles as well more broad topics on how to better understand companies and industries, etc.) Conducting industry and company research Creating financial models Writing investment recommendations Conducting portfolio and credit monitoring Preparing marketing materials Exposure to a range of industries including manufacturing, service, distribution, renewable power, and infrastructure What you'll need: Candidates must be enrolled in an accredited bachelor's program or 5th year master's program graduating between December 2027 and May 2028 Minimum 3.0 GPA Prudential does not provide visa sponsorship for this position. Successful candidates must possess the requisite US employment authorization to be eligible for consideration Experience with Microsoft Office Suite (Excel, Word, PowerPoint, etc.) It'd be a plus if you had: Preferred majors: Operations Research, Information/Financial Engineering, Mathematics, Statistics, Finance, or Economics, but all majors considered Experience with Bloomberg, and other technical data analysis/modeling tools desirable Excellent analytical and writing skills. Interest in investing Here's what to expect when you apply: 1. Submit your application | Apply to up to three roles that best match your interests and skills. 2. Complete a first round video interview | If selected, you'll be invited to record responses to a few interview questions. This helps our teams get to know you better and allows you to share your story on your own time. 3. Join us for final round interviews | If you advance, you'll be invited to meet with our team-either virtually or in person-to learn more about our business, culture, and role. Note: The hourly rate for this role is $33.00. Roles may also be eligible for additional compensation and/or benefits. Prudential Financial, Inc. of the United States is not affiliated with Prudential plc. which is headquartered in the United Kingdom. Prudential is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, ancestry, sex, sexual orientation, gender identity, national origin, genetics, disability, marital status, age, veteran status, domestic partner status, medical condition or any other characteristic protected by law. If you need an accommodation to complete the application process, please email accommodations.hw@prudential.com. If you are experiencing a technical issue with your application or an assessment, please email *************************************** to request assistance.

Wealth Management Summer Analyst Program - Chief Investment Office, Investment Solutions Group, and Merrill Home Office Bank of America: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Merrill: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products, services and solutions for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective. Job Description & Program Overview: Bank of America provides comprehensive wealth management solutions to affluent and high-net-worth clients through Merrill and Private Bank teams. Our Wealth Management Summer Analyst Program is designed to offer candidates the opportunity to work in various positions within our Chief Investment Office, Investment Solutions Group, and Merrill Home Office. As part of the Merrill organization, the Chief Investment Office and Investment Solutions Groups strive to provide world-class investment strategies, platforms, solutions and support for clients across all wealth management lines of business (including Merrill and the Private Bank). Through a highly integrated and effective Investment Process, they provide solutions across all product platforms and asset classes - multi-asset, equity, fixed income and alternative investments including structured products - through a comprehensive due diligence and oversight process for client portfolios. They also coordinate the investment strategy for wealth management advisors and clients, harmonizing and distilling market themes, identifying trends and supporting our client-focused investing approach. Merrill Home Office functions are critical to ensuring the wealth management strategies, tools, and processes are aligned to support our field operations in their pursuit of client acquisition and retention. Our structured 10-week internship provides extensive on the job training, in addition to educational speaker events, coaching and mentorship throughout. Interns will be placed on a specific team within the Chief Investment Office, Investment Solutions Group, or Merrill Home Office such as: * Chief Investment Office * Investment Strategy and Thought Leadership * Asset Allocation * Due Diligence * Portfolio Management & Strategy (Fixed Income, Equity & Multi-Asset) * Sustainable & Impact Investing * Investment Solutions Group * Alternative Investments * Investment Products & Platforms * Personal Retirement Product Management * Wealth Management Specialists * Merrill Home Office * Merrill Chief Operating Office Organization Qualifications: Required * Bachelors or Bachelors direct to Masters degree program student with a graduation date between November 2027 and August 2028 * Demonstrated record of achievement, such as extracurricular activities or leadership roles * Finance knowledge * Excellent verbal and written communication skills * Analytical and critical thinking skills * Ability to work effectively within a team * Ability to think independently * Ability to work collaboratively * Strong time management skills and attention to detail Desired * 3.2 minimum GPA preferred * Technical skills such as Excel and PowerPoint * Major or minor of studies in a field of Quantitative Finance, Financial Engineering, or a related technical field that blends advanced quantitative methods with finance and economics is a plus * Experience managing and analyzing large data sets using data science tools such as artificial intelligence and machine learning * Knowledge of coding and programming skills, including but not limited to Bloomberg, FactSet, Python, R, or equivalent Bank of America is unable to consider candidates that will require visa sponsorship now, or in the future, for this specific role. Travel: On needs basis Full / Part-time: Fulltime Hours Per Week: 40.00 Shift: 1st Shift

Do you want your voice heard and your actions to count? Discover your opportunity with Mitsubishi UFJ Financial Group (MUFG), one of the world's leading financial groups. Across the globe, we're 150,000 colleagues, striving to make a difference for every client, organization, and community we serve. We stand for our values, building long-term relationships, serving society, and fostering shared and sustainable growth for a better world. With a vision to be the world's most trusted financial group, it's part of our culture to put people first, listen to new and diverse ideas and collaborate toward greater innovation, speed and agility. This means investing in talent, technologies, and tools that empower you to own your career. Join MUFG, where being inspired is expected and making a meaningful impact is rewarded. The selected colleague will work at an MUFG office or client sites four days per week and work remotely one day. A member of our recruitment team will provide more details. About Information Technology for the Americas (ITA) Our teams. Your opportunity. Our Information Technology for the Americas (ITA) group plays a major role in MUFG's mission to become the world's most trusted financial group. Its nearly 1,400 colleagues specialize in process engineering, software development, enterprise information security, technology operations, operational risk management, and project management. Their goal is to deliver superior solutions to MUFG's clients at the quality they define and to be, above all, trusted stewards of the bank's computing assets and processes. The Information Technology team is responsible for IT strategy, infrastructure, architecture, corporate systems and applications for the company. In this capacity, we support the lines of business and corporate functions. Our goal is for our technology services to help improve client experience, empower colleagues in their work, and drive efficiency across the organization. Come join us Summer Analyst Program Overview: (6/1/2026 ~ 8/7/2026) Valuable Work Experience: Our 10-week summer program provides rising seniors and first year graduate students with hands-on experience and on-the-job learning within a high-paced banking environment. Summer Analysts work on meaningful projects and team assignments which enable them to build skills and technical expertise. Networking Opportunities: MUFG's Summer Analysts come from a wide variety of schools and backgrounds and are encouraged to collaborate with colleagues and senior leaders firm-wide. In our open and inclusive environment, Summer Analysts have the opportunity to meet and get to know our senior management as they broaden their understanding of the bank and Technology functions. Engaging Summer Program: In addition to meaningful team project work, Summer Analysts participate in various summer program activities that offer professional development and business exposure. Our program also offers guided mentorship throughout the summer through an assigned program mentor. Internship Opportunities: New York, NY * MUSA Technology Back Office: MUSA Technology Back Office oversees MUSA's technology core functions across daily technical operations, including application development, infrastructure, architecture, and cyber security. In addition, this group drives the MUSA/MUSCAN technology strategy in alignment with our MUFG business objectives. * Enterprise Information Security: Enterprise Information Security proactively secures the firm's information assets and protects our employees and customers from evolving cybersecurity threats and ensuring a robust Identity Access Management environment. EIS's vision is to become a mature and adaptable organization built around our key focus areas and goals across people, processes, and technology to effectively support the firm's business priorities. EIS serves as a strategic partner within the world's most trusted Financial Institution by helping the business provide trusted services and best-in-class solutions for our customers, moving forward with a harmonized strategy, streamlined governance, risk reduction and cost-effective conditions for our customers and employees to thrive. Jersey City, NJ * Technology Infrastructure & Operations: Technology Infrastructure & Operations provides the framework and resources that support our day-to-day infrastructure ecosystem both on premise and in the cloud along with revolutionizing existing paradigms via Technology Modernization efforts: considering, updating, migrating, and facilitating XaaS operating models comprising multiple phases embedded within multiple workstream efforts. All part of a larger enterprise-wide transformation effort in conjunction with our ITA counterparts. * IT Business Operations Office: The Information Technology Business Operations Office (ITBOO) oversees business efficiency including capacity and headcount tracking, financial and budget reviews, contract process workflow, strategy, reporting automation, governance and communications, employee engagement and technical training. * Enterprise Information Security: Enterprise Information Security proactively secures the firm's information assets and protects our employees and customers from evolving cybersecurity threats and ensuring a robust Identity Access Management environment. EIS's vision is to become a mature and adaptable organization built around our key focus areas and goals across people, processes, and technology to effectively support the firm's business priorities. EIS serves as a strategic partner within the world's most trusted Financial Institution by helping the business provide trusted services and best-in-class solutions for our customers, moving forward with a harmonized strategy, streamlined governance, risk reduction and cost-effective conditions for our customers and employees to thrive. Qualifications: * You are a rising senior or first year graduate student, graduating Winter 2026 or Spring 2027 with a GPA of 3.0 or higher * A major in Information Systems, Computer Science, Technology Management, AI, Software Engineering, Data Science, Project Management, Business Analytics, Electrical Engineering, Mechanical Engineering, Cybersecurity Governance, Communications, Data Analytics, Management Information Systems, Informatics, Information Technology, Business Management, Management Information Systems. Other analytic disciplines may be considered * Strong verbal and written communications skills * Strong computer skills and are proficient in Microsoft Office Suite primarily excel and PowerPoint * Exposure to process design/improvement, and/or change management disciplines and experience driving/supporting change initiatives (preferred for operations roles) * Strong analytical and research skills * Ability to work equally well on self-managed or team projects, in a quickly evolving environment * Some hands-on experience or a foundational knowledge of one or more of the following: C/C#, SQL, JIRA, PowerBI, SIEM, SOAR and/or visualization technologies, SharePoint, databases, data structures, algorithms, cloud computing, networking, storage, mobile computing, database experience, operating systems (Windows and LINUX) Visio or other workflow diagramming tools and the like preferred * Applicants must be authorized to work in the United States on a permanent basis and not require visa sponsorship now or in the future. MUFG will not hire individuals for internships whose work eligibility is based on their F-1 or other limited student visa status The typical base pay range for this role is $35 per hour. This role may also be eligible for certain discretionary performance-based bonus and/or incentive compensation. Additionally, our Total Rewards program provides colleagues with a competitive benefits package (in accordance with the eligibility requirements and respective terms of each) that includes comprehensive health and wellness benefits, retirement plans, educational assistance and training programs, income replacement for qualified employees with disabilities, paid maternity and parental bonding leave, and paid vacation, sick days, and holidays. holidays. We will consider for employment all qualified applicants, including those with criminal histories, in a manner consistent with the requirements of applicable state and local laws (including (i) the San Francisco Fair Chance Ordinance, (ii) the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, (iii) the Los Angeles County Fair Chance Ordinance, and (iv) the California Fair Chance Act) to the extent that (a) an applicant is not subject to a statutory disqualification pursuant to Section 3(a)(39) of the Securities and Exchange Act of 1934 or Section 8a(2) or 8a(3) of the Commodity Exchange Act, and (b) they do not conflict with the background screening requirements of the Financial Industry Regulatory Authority (FINRA) and the National Futures Association (NFA). The major responsibilities listed above are the material job duties of this role for which the Company reasonably believes that criminal history may have a direct, adverse and negative relationship potentially resulting in the withdrawal of conditional offer of employment, if any. The above statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities duties and skills required of personnel so classified. We are proud to be an Equal Opportunity Employer and committed to leveraging the diverse backgrounds, perspectives and experience of our workforce to create opportunities for our colleagues and our business. We do not discriminate on the basis of race, color, national origin, religion, gender expression, gender identity, sex, age, ancestry, marital status, protected veteran and military status, disability, medical condition, sexual orientation, genetic information, or any other status of an individual or that individual's associates or relatives that is protected under applicable federal, state, or local law.

College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from varying academic backgrounds and experiences, begin to build a financial planning practice while engaging local and nationwide experts, exclusive financial products, and the support of a Fortune 500 company. You will have the opportunity to build your confidence, develop a professional network, and help people achieve financial freedom. Here, hard work pays off! Responsibilities Our internship program mimics our full-time Financial Representative career, allowing you to: Learn how to prospect and network to build your business and client base Develop and execute on a business strategy Call on potential clients and set meetings to understand their financial goals Prepare plans and offer useful recommendations Gain exposure to proprietary planning software platforms Engage in weekly coaching, training, and development meetings Receive Risk Product State Licensing: Life, Accident, and Health Build life skills that create future career opportunities As a Northwestern Mutual College Financial Representative, you can expect a flexible schedule to work around your life and your classes. With the option to participate in our internship program year-round, you can continue to grow your practice and obtain support for registrations and certifications such as the Series 6 & 63 or CFP . Get inspired at local and national recognition events, earn access to leadership programs, and collaborate with experts in our business. In fact, you'll find diverse resources across our culture to ensure that you experience personal and professional growth in this program. With interest, eligible students have an opportunity to interview for a full-time Financial Representative or Advisor role upon graduation. #LI-Onsite Qualifications Are you a fit for this internship? Full-time student; juniors and seniors preferred Entrepreneurial ambitions and curiosity for sales Highly involved on campus (leader, athlete, campus orgs, student government, etc) Excellent time-management skills Interest in financial literacy and planning tools Business savvy and desire to increase critical thinking abilities Compensation & Benefits Performance-based earnings and revenue Learning and Development Incentives (up to $1000/month, not inclusive of earned commissions) Productivity Bonuses Support for insurance licensing (life, health, DI, LTC) Support for SIE, Series 6, Series 63 registrations (eligibility required) About Us For over 165 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives. Our tailored approach includes multiple financial strategies-insurance, investments, and annuities-built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients. Our Financial Representatives and College Financial Representatives are valued partners and proud business owners. As such, they are considered independent contractors 1 for income tax purposes, and a "statutory employee" for Federal Insurance Contributions Act (FICA) tax purposes. As a company, we value an inclusive and belonging workplace where everyone's unique viewpoints bring new successes. We strive to create teams that reflect our customers and communities, fostering an environment where all employees are welcomed, valued, and heard. Why join Northwestern Mutual Fortune 500 company (2023) Top 100 Internship Programs, Yello x WayUp (2022) 5.0+ million clients and growing 2 $257 billion retail investment client assets held or managed by Northwestern Mutual 3 Forbes' Best Employers for Diversity (2018-2021) Unsurpassed financial strength 4 Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2021) 1 Northwestern Mutual College Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of an intern contract to become a Northwestern Mutual College 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 to contract will be withdrawn. 2 As of June 30, 2023 3 Combined client assets of NMIS and NMWMC as of June 30, 2023 4 Among U.S. life insurers. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company, as of the most recent review and report by each rating agency. Ratings as of: 06/23 (Moody's Investors Service), 08/23 (A.M. Best Company), 08/23 (Fitch Ratings), 05/23 (S&P Global Ratings) Salary Range USD $500.00 - USD $1,000.00 /Yr. Not sure if you're interested in the career yet? Connect with us for general consideration in Northwestern Mutual opportunities.

Responsibilities include but not limited to: * Learn about Salesforce/nCino. * Assist with loan portfolio management. * Assist and observe the commercial lending underwriting process. * Observe loan discussions and attend sales meetings. * Training on all deposit products offered by bank. * Learn about our treasury management process. * Assist Retail and Lending with analysis of new market. * Assist in identifying opportunities for sales in new market. Required Skills: * Excellent verbal and written communications skills. * Proficiency in Microsoft Office product suite. * Detail oriented and organized. * Ability to work independently or in a team setting. Problem solving skills. * Displays a high level of confidentiality. Required Experience: * High school diploma or GED. * Enrollment in a 2 or 4-year degree program. * Enrollment in a 4-year college or university with a concentration in Economics, Finance or Business preferred.

Period of Performance: Part-time, maximum 30 hours per week, within a three-year contract term starting on or about January 1, 2026 Work Environment: Onsite work required on an as-needed basis Citizenship Requirement: Must be a U.S. citizen Company Overview: About Enlightened: Enlightened is a leading provider of IT and federal program support services, committed to delivering innovative solutions and ensuring mission success. Position Overview: Enlightened is seeking a highly motivated Financial Analyst - Homeland Security Grants to support the Resource Management and Planning (RMP) Department by leading discovery and day-to-day administration of homeland security and other reimbursement-based grants that fund the agency's security initiatives. Responsibilities include budgeting, financial reporting, reimbursement documentation, and ensuring that spending and reporting comply with FEMA/DHS and Port Authority requirements. Key Responsibilities Research and track grant funding opportunities that align with security projects and priorities. Prepare and maintain grant budgets, forecasts, and financial reports, including monthly accruals and reimbursement packages. Manage equipment inventory and records tied to grant funding and support internal and external audits. Monitor compliance with applicable grant rules, conditions, and timelines, and maintain organized financial and grant documentation. Required Qualifications: Bachelor's degree, preferably in Accounting, Business, Finance, Public Administration, or five (5) years of comparable experience. Strong research and writing skills, with experience in grant writing or grant program administration. Familiarity with federal, state, or local grant processes, particularly homeland security-related programs such as UASI and general reimbursement programs. Minimum of three (3) years of experience managing grant awards, including completing required financial reporting and monitoring project costs, schedules, and budgets. Benefits: Actual compensation will be determined based on experience and qualifications as well as internal equity and alignment with market data. At Enlightened, we pride ourselves on offering a comprehensive and industry-competitive benefits package to our full-time employees. Our benefits include: Medical/Dental/Vision Insurance with Health Savings Accounts (HSA) Flexible Spending Accounts (FSA) 401(k) Retirement Plan Paid Holidays, Vacation, & Sick Leave Professional Training & Development Reimbursement Please note, these benefits are available exclusively to full-time employees of Enlightened. Equal Opportunity Statement : Enlightened is proud to be an Equal Opportunity Employer and does not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity, status as a veteran, disability, or any other federal, state, or local protected class.

Financial Analyst 1 Job ID: 25-12528 Pay rate range - $25/hr. to $30/hr. on W2 Work Schedule: onsite Job Description: Education and Years of Experience: 1) Bachelor's degree with focus on accounting or finance 2) 5+ applicable experience Top Skills: financial analysis, credit review, and risk assessment PURPOSE OF POSITION: To protect the assets of the Company while also supporting the sales needs of the organization. The position's primary functions include but are not limited to performing detailed reviews and risk analysis on an ascribed portion of Client's portfolio of accounts in order to assess commercial credit risk as well as assign, maintain, or adjust credit limits. For accounts that do not qualify for an open line of credit, the role will require collaboration with team leads to discuss the possibility of alternative hedging (Letter of Credit, Flooring, Factoring, PUT Contracts, etc.). The position holder will be responsible for continuous monitoring of their account portfolio insuring that credit limits are sufficient and alerting team leads as to financial downturns and, with guidance, potentially suggesting credit actions or other risk mitigating solutions. The position will also be responsible for the initial risk analysis and set up of new accounts working with various external teams to ensure appropriate documents are collected and accurate. Additionally, the position will require reporting both assigned and ad-hoc that will be distributed within the group as well as to a broader audience. The position holder may also be asked to provide logistical support on the implementation and risk mitigation options/program(s) relating to all Accounts Receivables of the Company. Required business travel is minimal ESSENTIAL DUTIES & RESPONSIBILITIES: Manage the commercial credit risk for an assigned portfolio of accounts applying Client's credit practices and procedures (portfolio will typically contain lower risk accounts with modest credit limits) Perform detailed reviews and risk analysis on an ascribed portion of Client's portfolio of accounts in order to assess commercial credit risk as well as assign, maintain, or adjust credit limits. Plans and schedules credit review and risk analysis for assigned portfolio of accounts Uses credit risk analysis skills and business acumen along with available risk assessment tools and third party data to analyze new account requests for open lines of credit as assigned; interfaces with team leads for guidance when encountering unique credit situations during this process Obtain all necessary information to properly risk assess including assigning a risk category from our Financial Health Indicator, perform robust financial review and submission through appropriate channels for activation of credit line and assignment of account number in SAP Reviews and analyzes assembled reports, scorecard data, financial statements and supplementary information such as bank and trade references as well as payment history data to arrive at sound financial decisions intended to support sales while protecting Client's assets Recommends individual credit lines or, for unqualified accounts, works with team leads to assess the viability of other hedging options, or courses of action and again with guidance from team leads facilitates the implementation of credit line or other approved solution for challenging risks Personally handles non routine credit inquires and correspondence as it relates to their portfolio involving team leads for guidance to potential challenges based on those inquiries Defers team leads for advice on particularly complex problems and cases requiring interpretation of policy decision Monitors monthly lines of credit for customers in assigned portfolio of accounts to ensure that balances are within approved limits Assist team leads or Sr. Analysts in support, when requested, to the following: Service Division, Content & Services, Harmon, Dacor, Neurologica, etc. in all aspects of risk assessment of Accounts Receivable and also provide assistance with regard to credit processes and risk mitigation tools and services as well as hedging options. This could include reports from third party services or just general procedure and practices along with requests for standard templates or forms and overall credit opinions. In the Company of team leads may be asked to represent the Company at creditors' meetings trade shows bankruptcy proceedings or other related events Prepare and submit departmental reports from simple inter-department reports, to more complex companywide reports.(may include but not limited to) Quarterly report, Monthly report, Watch list report, Z-Credit AR Forecast report, any ad-hoc reporting that may be required, etc. Will be required to be part of customer visits as needed to obtain financials or assess overall business operations and status of assigned accounts (team leads will accompany as necessary) PERFORMANCE STANDARDS (How will duties be measured) Maintain bad debt loss ratio not greater than Management Plan of Sales - Target 2019 : 0.009% Timely and in-depth review and monitoring of all assigned accounts (all accounts with credit lines above $1M will be reviewed twice per year, accounts with limits below $1M will be reviewed once a year and distressed or high risk accounts will be reviewed quarterly or as needed) Timely preparation and submission of departmental reports (may include but not limited to) Quarterly report, Monthly report, Weekly report, Watch list report, Z-Credit AR Forecast report, etc. Maintaining appropriate credit lines and hedging limits within SAP Master Report and SCES (Client Credit Evaluation System) for all assigned accounts Timely and effective communication with sales or other stake holders on all accounts within portfolio Timely and effective communication with key contacts of the account itself and or the account teams and the ability to obtain all required information to perform account reviews DESIRED SKILLS: Strong Financial Analysis and risk assessment skills Understanding of insurance and various other hedging options Solid communication and negotiation skills Considers a wide range of alternatives prior to making a decision Takes initiative as problems & opportunities arise; seizing opportunities early Effectively recognizes emergencies & crisis's and brings them to attention of team leads Actively develops a climate of teamwork & cooperation when working with peers Ability to communicate with people at different organizational levels Follows up on tasks & assignments to ensure successful completion on assigned dates EDUCATION AND/OR EXPERIENCE: Bachelor's degree with focus on accounting or finance. Proficient in Windows, Excel, Word, PowerPoint. Understanding the business and market trends which impact our accounts. Strong analytical skills, the ability to analyze and also interpret the meanings in written and verbal form. Approximately 3-5 years commercial credit experience performing complex financial statement analysis, as well as handling spreadsheets and reporting tools used to conduct successful analysis. An understanding of risk/reward analysis and credit mitigation documents. Familiar with SAP. * Job details *

Recruitment began on January 6, 2026 and the job listing Expires on February 2, 2026 New York, New York, United States of America Hours 40 $30.00 - $45.00 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs. As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role. Job Description As a leading corporate and investment bank, TD Securities offers a wide range of integrated capital markets products and services. Our corporate, government, and institutional clients choose us for our innovation, execution, and experience. With over 7,200 professionals operating in 39 cities across the globe, we work closely with our clients to help them meet their needs today and prepare for tomorrow. JOB OVERVIEW TD Securities is looking for candidates with varying backgrounds and experiences to join our 2027 Global Markets Summer Analyst Program - Municipals and be immersed in our inclusive culture! This program will connect you with experienced professionals through on-the-job training . You will work alongside industry experts in a fast-paced collaborative environment. This is a ten-week program running from early June to mid-August in person in our offices in New York City. At TD Securities, Municipals (comprised of Public Finance Banking, Municipal Sales & Trading, and Automated Trading) function within Global Markets as an integral part of the full suite of services we provide. The Public Finance team covers all sectors within the municipal finance space such as state and local governments, infrastructure, power and utilities, higher education, housing, not-for-profit health care and transportation and assists clients in analyzing and issuing various offerings of municipal securities. The Municipal Sales and Trading and Automated Trading teams are active market-makers and one of the largest liquidity providers in the muni market, covering trades of all sizes from micro-lots to big blocks. Following training, this unique program provides summer analysts with two rotations spanning approximately 4 weeks each with the banking and sales and trading teams. The Muni team interacts frequently with other areas of the Bank, including: Debt Capital Markets, Credit Management, Market Risk Solutions, Sustainable Finance, Corporate and Investment Banking, and Global & US Fixed Income Sales and Trading. As a summer analyst, you will: Work with seasoned Public Finance bankers and Municipal Sales & Trading professionals and acquire the knowledge and skills necessary to become a Full Time Analyst in the municipal finance space. Provide analytical, research, and transactional support to the Public Finance team, while assisting in the preparation of cash flow modeling and other financial analysis in connection with potential or live capital markets financings. You will also assist bankers in the preparation of proposals and pitch books for prospective and current clients detailing firm capabilities and financing solutions. Gain exposure to the sales and trading of municipal securities and new issue underwriting by shadowing our team of industry veterans. Learn how to price municipal bonds and how to hedge and manage risk. Develop an understanding of the various market participants (dealers, customers, brokers, etc.) and how to effectively communicate and engage with them. Learn about algorithmic trading, portfolio trading, ETF creations/redemptions by interacting with TDSAT (TD Securities Automated Trading). Have the ability to take ownership on assigned tasks and projects, managing assignments through successful completion. Stay fully informed on market data and trends, economic information, and key industry developments as well as regulatory standards. You will also learn to develop and maintain relationships with market participants including lawyers, financial advisors and issuing clients. Mentorship and Networking The internship will include a formal mentorship with employees who will act as a career guide for navigating your experience at TD Securities and beyond. Summer Analysts will have the opportunity to engage in a Senior Speaker Series designed to familiarize participants with the workings of Global Markets as well as our Corporate & Investment Banking, Equity Research, and Business Operations divisions. Summer Analysts will also be able to participate in social networking events with one-another as well as employees of the Firm to experience our culture and assimilate into our Firm. Hands-on Experience This is an opportunity to experience our unique culture, work on a fast-paced trading floor, attend client meetings, and build fundamental skills. You will be working with individuals across the floor to understand different aspects of Global Markets, ultimately leading to a final presentation designed to showcase critical thinking skills and increase professional presence (ie: final trade presentation). QUALIFICATIONS Pursuing a (4) year university or college degree with an anticipated graduation date between December 2027 and June 2028. You must be work authorized in the United States without the need for employer sponsorship. For individuals whose work authorization is or will be based on F-1 optional practical training, your degree or anticipated degree must be in a qualifying STEM program, as reflected on your Form I-20. This role is not suitable for individuals who are ineligible for a STEM OPT extension. All majors welcome, but significant coursework in a business-related field is required Compelling interest in and knowledge of the financial markets, particularly in municipal finance Well-organized and detail oriented Ability to work under pressure with tight deadlines and establish priorities with minimal supervision Results driven, proven academic excellence and strong interpersonal skills. High ethical and professional standards. Strong financial/analytical skills, knowledge of MS Excel preferred Proactive and highly motivated Able to work effectively in a team environment and independently Demonstrated leadership (i.e. sports, clubs, extracurricular activities, and philanthropy, etc.) Application Deadline February 1, 2026. Interviews will occur on a rolling basis from January through April - it is encouraged that candidates apply well ahead of the deadline of February 1, 2026. Depth & Scope Builds an understanding of the businesses and Customers the role supports May answer and direct incoming calls internally and externally Provides support for Manager and others areas, as indicated May assist in the Preparation of specific schedules related to the monthly/quarterly/yearly reports or projects Analyzes specific accounts Assists in the preparation of specific federal and state returns Assists with projects Assists in the audit requests Assists with operational and administrative functions May support or partner with several business functions/areas/departments Participates in various projects and tasks, as assigned Education & Experience High School Diploma required Currently enrolled in 4 year college program or post graduate program 3.2 GPA or higher preferred Excellent interpersonal skills Demonstrated leadership qualities Good written and oral communications skills Detail oriented and self-motivated Ability to handle multiple tasks in a fast-paced environment Ability to work in an office environment Physical Requirements Domestic Travel - Occasional International Travel - Never Performing sedentary work - Continuous Performing multiple tasks - Continuous Operating standard office equipment - Continuous Responding quickly to sounds - Occasional Standing - Occasional Walking - Occasional Moving safely in confined spaces - Occasional Lifting/Carrying (under 25 lbs.) - Occasional Lifting/Carrying (over 25 lbs.) - Never Kneeling - Never Climbing - Never Reaching overhead - Never Reaching forward - Occasional Pushing - Never Pulling - Never Twisting - Never Concentrating for long periods of time - Continuous Applying common sense to deal with problems involving standardized situations - Continuous Reading, writing and comprehending instructions - Continuous Adding, subtracting, multiplying and dividing - Continuous The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required. The listed or specified responsibilities & duties are considered essential functions for ADA purposes. Who We Are TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues. TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you've got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we're here to support you towards your goals. As an organization, we keep growing - and so will you. Our Total Rewards Package Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition. Learn more Additional Information We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home. Colleague Development If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD - and we're committed to helping you identify opportunities that support your goals. Training & Onboarding We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role. Interview Process We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call. Accommodation TD Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, status as a protected veteran or any other characteristic protected under applicable federal, state, or local law. If you are an applicant with a disability and need accommodations to complete the application process, please email TD Bank US Workplace Accommodations Program at *************** . Include your full name, best way to reach you and the accommodation needed to assist you with the applicant process. #J-18808-Ljbffr

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.

Responsibilities include but not limited to: Learn about Salesforce/nCino. Assist with loan portfolio management. Assist and observe the commercial lending underwriting process. Observe loan discussions and attend sales meetings. Training on all deposit products offered by bank. Learn about our treasury management process. Assist Retail and Lending with analysis of new market. Assist in identifying opportunities for sales in new market.