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Operations Associate jobs at Fisher Investments - 300 jobs

  • Part-Time Service and Operations Associate

    Fisher Investments 3.9company rating

    Operations associate job at Fisher Investments

    Imagine walking into an environment surrounded by motivated, thoughtful, and passionate individuals committed to improving our clients' financial futures. At Fisher Investments, we take pride in developing talent in our Part-time Service and Operations Associates and preparing them to succeed in the professional workplace. This is not just a job; it is a jumping-off-point within the finance industry. Whether or not you have a finance background, your possibilities here are endless. We hire from all majors and backgrounds, because we believe we're better off with the diversity it brings. The Opportunity: This part-time opportunity is for current college students located near our Fisher campus in Camas, WA. You will report directly to your Team Leader who will work with your current class schedule to find a solution that works best for you (minimum: 15 hours per week). The Day-to-Day: Provide top-notch customer service to our internal business groups who serve our high-net-worth private clients Work to schedule conversations between our clients and investment counselors Handle operational tasks to support the new account onboarding process and maintenance needs for existing client accounts Update a variety of internal resources while getting the opportunity to experiment with large data sets Work in a vibrant atmosphere with like-minded peers and be rewarded through competing in a meritocracy Gain exposure to upper management and work in an environment that values collaboration Your Qualifications: Enrolled college student pursuing a Bachelor's or Associates degree Commute to the Camas, WA office Cumulative GPA of 3.0+ Able to work 15 hours a week at a minimum (28 hour maximum) Compensation: $20 an hour in the state of WA Why Fisher Investments: At Fisher Investments, we work for a bigger purpose: bettering the investment universe. From unmatched service to unique perspectives on investing, it's the people that make the Fisher purpose possible. And we invest in them by offering exceptional benefits to part-time employees like: A 50% 401(k) match, up to the IRS maximum (must be 21 years and older) Access to emotional wellbeing services such as the Ginger app, Headspace, and an Employee Assistance Program (EAP) A collaborative working environment that practices ongoing training, educational support and employee appreciation events We take great pride in our inclusive culture. We value the different perspectives and unique skills you bring to the team - it makes us all better. Success at Fisher Investments is motivated by results, a collaborative mindset and a commitment to accomplishing great things - so if you are ready to do that, we are ready for you! Apply today to be a part of a team environment where you make a difference in the lives of people by bettering the investment universe. We also provide a cumulative learning and development framework customized for every employee. This emphasis on personal and professional growth has yielded an award-winning work environment; we're Great Place to Work Certified, and The Oregonian named us as a Top Workplace! But in the end, it's not the perks that keep people here. They stay because they believe in our mission of service-our employees want to make a difference in an industry that can do better. FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER
    $20 hourly Auto-Apply 60d+ ago
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  • Payments Operations Associate- ACH, Wire & SWIFT

    Fannie Mae 4.6company rating

    Plano, TX jobs

    Playing an essential role in the U.S. economy, Fannie Mae is foundational to housing finance. Here, your expertise can help fuel purpose-driven innovation that expands access to homeownership and affordable rental housing across the country. Join Fannie Mae to grow your career and help people find a place to call home. Job Description As a valued colleague on our team, you will perform tasks that support customer and performance measures that focus on completeness, timeliness, quality, and customer satisfaction. You will support the team as they engage with customers to understand business needs and priorities and efforts to deliver those outcomes. You may assist with identifying and implementing process improvements to increase customer value, as well as assisting with identification of customer problems, process exceptions, and risks. THE IMPACT YOU WILL MAKE The Payments Operations Associate- ACH, Wire & SWIFT role will offer you the flexibility to make each day your own, while working alongside people who care so that you can deliver on the following responsibilities: Partner with team to gather data to resolve customer issues and third-party service level agreements (SLA). Assist the team with exception requests, including escalation and communication of production incidents. Perform tasks related to process improvement efforts. Collaborate with the team on data analysis, forecasting, and managing capacity. Assist with monitoring process performance and risk assessments. THE EXPERIENCE YOU BRING TO THE TEAM Desired Experience Bachelor's degree or equivalent Experience with electronic payments (ACH & Fedwire), reconciliations and basic accounting skills. Strong problem solving and analytical skills required. Ability to identify operational and process issues and collaborate to provide solutions. Attention to detail and a sense of urgency. Willing to take ownership and accountability for department tasks. Excellent time management and communication skills (verbal & written). Inquisitive, questioning nature; desire to learn. Ability to identify processing efficiencies and collaborate to implement. Accredited ACH Professional (AAP) or Certified Treasury Professional (CTP) a plus. Tools Proficiency in Microsoft Office suite Skilled in Excel Operations- Operations Management - Associate Salary Range: $68,000 to $86,000 a year #LI-Hybrid Qualifications Education: The future is what you make it to be. Discover compelling opportunities at Fanniemae.com/careers. For most roles, employees are expected to work onsite on a regular basis at their designated office location. In-office work cadence is determined by your manager. Proximity within a reasonable commute to your designated office location is preferred unless the job is noted as open to remote. Fannie Mae is an equal opportunity employer and considers qualified applicants for employment without regard to race, color, religion, sex, national origin, disability, age, sexual orientation, gender identity/gender expression, marital or parental status, or any other protected factor. Fannie Mae is committed to providing reasonable accommodations to qualified individuals with disabilities who are employees or applicants for employment, unless to do so would cause undue hardship to the company. If you need assistance using our online system and/or you need a reasonable accommodation related to the hiring/application process, please complete this form. The hiring range for this role is set forth below. Final salaries will generally vary within that range based on factors that include but are not limited to, skill set, depth of experience, certifications, and other relevant qualifications. This position is eligible to participate in a Fannie Mae incentive program (subject to the terms of the program). As part of our comprehensive benefits package, Fannie Mae offers a broad range of Health, Life, Voluntary Lifestyle, and other benefits and perks that enhance an employee's physical, mental, emotional, and financial well-being. See more here. Requisition compensation: 68000 to 86000
    $68k-86k yearly Auto-Apply 6d ago
  • Operations Associate

    Texas Capital Bancshares, Inc. 4.5company rating

    Dallas, TX jobs

    Texas Capital is built to help businesses and their leaders. Our depth of knowledge and expertise allows us to bring the best of the big firms at a scale that works for our clients, with highly experienced bankers who truly invest in people's success - today and tomorrow. While we are rooted in core financial products, we are differentiated by our approach. Our bankers are seasoned financial experts who possess deep experience across a multitude of industries. Equally important, they bring commitment - investing the time and resources to understand our clients' immediate needs, identify market opportunities and meet long-term objectives. At Texas Capital, we do more than build business success. We build long-lasting relationships. Texas Capital provides a variety of benefits to colleagues, including health insurance coverage, wellness program, fertility and family building aids, life and disability insurance, retirement savings plans with a generous 401K match, paid leave programs, paid holidays, and paid time off (PTO). Headquartered in Dallas with offices in Austin, Fort Worth, Houston, Richardson, Plano and San Antonio, Texas Capital was recently named Best Regional Bank in 2024 by Bankrate and was named to The Dallas Morning News' Dallas-Fort Worth metroplex Top Workplaces 2023 and GoBankingRate's 2023 list of Best Regional Banks. For more information about joining our team, please visit us at ************************* Position Overview: We are seeking a detail-oriented and proactive Associate to join our Operations team. This role is critical in managing issues, escalations, and complaints -- assisting with identification and intake, ensuring timely resolution, and maintaining compliance with internal standards and regulatory requirements. The ideal candidate will be flexible, able to thrive in a fast-paced environment, possess strong communication skills, and demonstrate the ability to collaborate with the existing team and across multiple lines of defense. Key Responsibilities: * Lead the intake, dispositioning, handling, resolution, and reporting of issues, while providing similar assistance for complaints and escalations.. * Collaborate effectively with First and Second Lines of Defense (1LOD, 2LOD) and internal stakeholders to ensure proper escalation and resolution. * Maintain accurate documentation and reporting for all cases handled. * Facilitate conversations with internal stakeholders to drive resolution and process improvements. * Support compliance and risk management initiatives related to issue, complaint, and escalation handling. * Support LOBs in assessing operational risks and controls. * Gather, analyze, and interpret operational risk management data at a macro level. * Participate in the preparation and delivery of presentations to various levels of management in written and verbal formats. * Other duties as assigned Required Skills and Qualifications: * Knowledge and experience in financial services operations. * Highly structured and methodical approach to problem-solving. * Strong communication and facilitation skills for engaging stakeholders. * Proficiency in documentation and reporting practices. * Demonstrated flexibility and adaptability in a dynamic environment. * Requires a strong understanding of banking operational risk techniques. Preferred Experience: * BA or BS degree plus 1-2 years in operational risk management or related role. * Prior experience in issue management or complaint handling within banking or financial services. * Demonstrated experience in meeting/workshop facilitation or professional training techniques. * Ability to analyze risk trends at a macro level, identifying signs of changing risk levels and/or symptoms of process control breakdowns. * Must be comfortable in providing leadership and guidance on operational risk management to senior level managers. * Solid understanding of financial institution processes, products, and risks. * Strong written and verbal communication skills. The duties listed above are the essential functions, or fundamental duties within the job classification. The essential functions of individual positions within the classification may differ. Texas Capital Bank may assign reasonably related additional duties to individual employees consistent with standard departmental policy.Texas Capital is an Equal Opportunity Employer.
    $35k-70k yearly est. Auto-Apply 42d ago
  • Global Banking & Markets Operations-Dallas-Associate-GBM Regulatory Controls

    Goldman Sachs 4.8company rating

    Dallas, TX jobs

    At Goldman Sachs, we connect people, capital and ideas to help solve problems for our clients. We are a leading global financial services firm providing investment banking, securities and investment management services to a substantial and diversified client base that includes corporations, financial institutions, governments and individuals. For us, it's all about bringing together people who are curious, collaborative and have the drive to make things possible for our clients and communities. Operations is a dynamic, multi-faceted area of the firm that partners with all parts of the firm to deliver banking, sales and trading and asset management capabilities to clients around the world. In addition, Operations provides essential risk management and control to preserve and enhance the firm's assets and its reputation. For every trade agreed, every new product launched or market entered, every transaction completed, it is Operations that develops the processes and controls that makes business flow. YOUR IMPACT We are looking for an Associate who is passionate about risk and controls and can be a part of the GBM Regulatory Controls team, providing assurance for non-financial regulatory compliance and monitoring functions. OUR IMPACT GBM Regulatory Controls supports the objectives of Regulatory Operations by overseeing the control design, control enhancements, and control framework of non-financial regulatory reporting obligations. GBM Regulatory Controls provides assurance for the completeness, accuracy, and timeliness of regulatory submissions through control assessments, data testing, control gap identification, and control enhancements. GBM Regulatory Controls Mission Statement To drive improvement in the control framework for Non-financial Regulatory Reporting through the application of control assessments, utilization of business intelligence tools, and control framework uplift. The GBM Regulatory Controls team offers specialist skill sets and technical knowledge in the areas of Regulatory Reporting, Data Analysis, and data integrity controls. JOB SUMMARY & RESPONSIBILITIES The Associate would be involved in helping the team develop and achieve its strategic objectives, with Control Assessments & analytics driving a notable proportion of their overall day to day responsibilities. Control Assessments entail validating the data reported and ensuring reporting functions are compliant with regulatory requirements and our control framework standards. The Associate will be accountable for the quality assurance of the information we send and ensuring potential issues are quickly escalated and remediated. The candidate will need to engage with their global GBM Regulatory Operations and Engineering groups, Legal, and Compliance. Relevant obligations may include CFTC, CAT, EBS, SEC/SBS, TRACE, MSRB, MIFID II, EMIR, among other regulatory obligations. We will also expect the successful candidate to contribute to the continuous improvement of our Analytics and Business Intelligence focus. Our partners in GBM Regulatory Operations and Engineering groups gather and manage a vast array of data and processes which contribute to the firm's regulatory compliance; our role is to provide assurance to the firm with respect to regulatory reporting compliance. MANDATORY SKILLS & QUALIFICATIONS Minimum of 3-4 years overall working experience. Strong teamwork is essential, as well as the ability to build cross functional and divisional relationships that benefit all parties. Working across geographic as well as cultural borders to ensure the success of the GBM Regulatory Controls functions. Strong organizational skills and the ability to adapt with rapidly changing priorities are also essential. Strong attention to detail and the ability to keep track of a large and varied workload Experience with data analytics over large data sets, understanding the detail and identifying possible issues with accuracy, completeness Highly articulate with strong verbal and written communication skills Bachelor's degree PREFERRED QUALIFICATIONS Experience in an Operations Control Environment Working knowledge about financial markets, regulatory landscape, and associated processes Experience with regulatory reporting or regulatory controls Working knowledge of financial products, e.g., equities, fixed income, exchange traded derivatives, OTC derivatives. Experience in a global firm with Risk and Control / Audit / Legal / Compliance / Project Management background Working knowledge about project management and business analysis Working experience with operating on large data sets and BI tools (including SQL). ABOUT GOLDMAN SACHS At Goldman Sachs, we commit our people, capital and ideas to help our clients, shareholders and the communities we serve to grow. Founded in 1869, we are a leading global investment banking, securities and investment management firm. Headquartered in New York, we maintain offices around the world. We believe who you are makes you better at what you do. We're committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs. Learn more about our culture, benefits, and people at GS.com/careers. We're committed to finding reasonable accommodations for candidates with special needs or disabilities during our recruiting process. Learn more: ********************************************************************* Goldman Sachs is an equal opportunity employer and does not discriminate on the basis of race, color, religion, sex, national origin, age, veterans status, disability, or any other characteristic protected by applicable law.
    $66k-93k yearly est. Auto-Apply 60d ago
  • Global Banking & Markets Operations - Controls Monitoring & Testing - Associate - Dallas

    Goldman Sachs 4.8company rating

    Dallas, TX jobs

    At Goldman Sachs, we connect people, capital and ideas to help solve problems for our clients. We are a leading global financial services firm providing investment banking, securities and investment management services to a substantial and diversified client base that includes corporations, financial institutions, governments and individuals. For us, it's all about bringing together people who are curious, collaborative and have the drive to make things possible for our clients and communities. GLOBAL BANKING & MARKETS We make markets in and clear client transactions on major stock, options and futures exchanges worldwide. Through our global sales force, we maintain relationships with our clients, receiving orders and distributing investment research, trading ideas, market information and analysis. OPERATIONS Operations is a dynamic, multi-faceted organization that partners with all parts of the firm to provide banking, securities, and asset management services to clients around the world. In addition, Operations provides essential risk management and controls to preserve and enhance the firm's assets and its reputation. For every new product launched and every trade executed, it is Operations that develops and manages the processes and controls that enable business flow. YOUR IMPACT Do you have a deep subject matter expertise and a passion for risk & control management? We're looking for a professional to join our First line Risk Management team within Global Banking & Markets (GBM). Controls Monitoring & Testing is a new function within the Strategy and Analytics group that focuses on evaluating and enhancing processes, systems, and controls through target testing and continuous improvement. As an Associate, you will be a part of this start-up journey and involved in independently assessing the division's overall control environment through a strong Monitoring & Testing framework. In doing so, you are supporting the provision of independent, objective and timely assurance around the firm's internal control structure. OUR IMPACT Our core value is building strong relationships with our institutional clients, which include corporations, financial service providers, and fund managers. We help them buy and sell financial products on exchanges around the world, raise funding, and manage risk. This is a dynamic, entrepreneurial team that includes individuals who have a passion for the markets and who thrive in fast-paced, changing environments and are energized by a bustling trading floor. JOB SUMMARY AND RESPONSBILITIES Risk & Control Role Develop an in-depth knowledge of the operational risk and control profile across Global Banking & Markets (GBM) Advise, challenges, informs the businesses on recommended ways to mitigate risk; reviews actions items to ensure that risk is being sufficiently addressed Sets the tone from the top: Acts as a culture carrier by embedding & propagating a risk mind-set and awareness within the team, region & globally Identifies ways to share risk best practice across teams and functions, and with other business lines where like processes exist/there is exposure to similar risk Partner with the business lines to understand the residual risks that exist after issues are resolved and engage across the front to back to apply lessons learned to improve our risk and control framework QA & Technical Role Identify continuous improvement mechanisms to strengthen the framework based on ever-evolving changes in process, regulations & platforms Partner with developers and low-code specialists to develop tooling to support test execution and the continuous monitoring of business processes. Work with our QA team to design tests for data quality, lineage and controls across a range of products, business lines and processes, including both manually and systematically created data. Develop methodologies to define test scripts, execute tests, including frequency, sampling, evidencing, and follow-up actions which integrate with the broader Divisional risk management framework and datasets Maintain strong relationships and connectivity with the broader control and data organizations to enable maintenance of the test suites as the operating and control environment changes Execute test suites using manual and automated techniques, and integrate results into the broader risk management framework, including control enhancements and risk assessments Participate in the ongoing uplift and innovation of operational risk processes designed which facilitate GBM Operational Risk & Resilience (ORR) supervisors and leadership's understanding and management of their risk and controls. Coordinate end-to-end risk management delivery with other Divisions, such Compliance, Legal, Risk and Internal Audit as well as support regulatory interactions SKILLS & EXPERIENCE WE ARE LOOKING FOR BASIC QUALIFICATIONS Bachelor's degree with at least 3-5 years of experience in a global firm with Risk and Control / Audit / Compliance / Project Management background Good understanding of the global markets franchise offered by the firm and experience within a risk management context are required. Innovative, including a keen eye for identifying areas of control enhancements and automation which have practical value. Good influencing skills to challenging the status quo and continuously enhance the control environment. There is also opportunity within the role to learn and apply advanced analytics software to develop low code risk management solutions. Strong analytical skills with an ability to understand complex workflows paired with meticulous attention to detail Ability to steer a conversation among different stakeholders and form views that incorporate feedback and continue pushing for deliverables Excellent communication skills to clearly articulate issues and ideas with different levels across Global Banking & Markets stakeholders. Self-motivated and proactive team player, who takes ownership and accountability of projects, has strong organizational skills as well as the ability to effectively manage competing priorities within deadlines, Flexible and able to work well under pressure in a team environment. PREFERRED EXPERIENCE Experience in audit / testing methodologies, Control testing (manual & automated) Practical experience in Sales and Trading, Risk or Operations functions. Experience in assessing or enhancing business processes and workflows. Working knowledge of financial markets, regulatory landscape and associated processes Working knowledge of financial products, e.g. equities, fixed income products, exchange traded derivatives, OTC derivatives, Working knowledge of project management and business analysis Data Analytics Working experience of operating on large data sets using business intelligence tools such as: SQL Alteryx Python Working knowledge of data visualization tools such as Tableau ABOUT GOLDMAN SACHS At Goldman Sachs, we commit our people, capital and ideas to help our clients, shareholders and the communities we serve to grow. Founded in 1869, we are a leading global investment banking, securities and investment management firm. Headquartered in New York, we maintain offices around the world. We believe who you are makes you better at what you do. We're committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs. Learn more about our culture, benefits, and people at GS.com/careers. We're committed to finding reasonable accommodations for candidates with special needs or disabilities during our recruiting process. Learn more: ********************************************************************* Goldman Sachs is an equal opportunity employer and does not discriminate on the basis of race, color, religion, sex, national origin, age, veterans status, disability, or any other characteristic protected by applicable law.
    $66k-93k yearly est. Auto-Apply 60d+ ago
  • Asset & Wealth Management Operations-Dallas-Associate-Client Onboarding & Institutional Oversight

    Goldman Sachs 4.8company rating

    Dallas, TX jobs

    Asset Management Division (AMD) The Asset Management Division is made up of Goldman Sachs Asset Management (GSAM) and Goldman Sachs' Merchant Bank, and brings together Goldman Sachs' primary long term principal investing capabilities with the traditional money managing arm of the firm to offer a full suite of world-class investment solutions to the firm's clients. Job Summary & Responsibilities Institutional Oversight (IO) team sits within Client Operations and has primary responsibility for all aspects of institutional account onboarding, portfolio accounting, cash management, client reporting, and serves as the single point of contact for all operations related client inquiries. These functions cover a wide range of clients and a complex product range, which include equities, fixed income, currency and derivatives. The group supports portfolio managers, sales and client relationship professionals by providing accurate and timely client account information and overseeing all aspects of operational risk across portfolios. This involves extensive interaction with internal and external parties to ensure effective oversight for existing business and also to shape and implement solutions for new clients, products, strategies, and system architecture. The group continues to focus on best in-class client experience and working closely with the business to maintain and enhance client relationships. Primary Responsibilities Holistic ownership and understanding of client accounts from a GSAM Operations perspective by coordinating client events and issues across all operations teams and business partners, and act as a single point of contact for GSAM Operations Coordinate and manage tasks across a multi-disciplined team to ensure all operational information relating to an account event is received and systems are set up prior to account trading activity. Liaise with client's appointed counterparties (custodian, prime broker etc.) to enable connectivity, establish operational flows and respond to service requests and inquiries. Interpret and determine Operational client requirements and service standards from legal documentation and business requirements supporting all account events. Coordinate controls and sign-offs both internally and externally. Ensure accounting data accuracy and provide accounting policy oversight in order to create controlled environment for investment management process. Proactively review indicators of operational issues/concerns with the goal of resolving such issues before client impact Review account level metrics (i.e. reconciling items on cash/position reconciliations, daily corporate actions, NAV Reconciliations, failing trades, standard/non-standard reporting deliverables) as defined by operating standards and research, escalate, remediate exceptions as appropriate Providing effective thought leadership in navigating evolving financial regulatory landscape and helping to develop technological solutions to build appropriate architecture Apply process reengineering methodologies in executing strategies and tactical solutions Basic Qualifications Proficient in Microsoft Office, specifically Word, Excel, and PowerPoint Bachelor's degree required Be highly collaborative, team-oriented and strong consensus builder Demonstrate strong communication and interpersonal skills both written and oral Preferred Qualifications Previous experience in Operations and/or Financial Services industry- Relevant work experience of 3-5 years Demonstrate ability to partner across product groups, regions and functional responsibilities Experience with fixed income products and/or retirement investments is a plus Attention to detail and ability to work to tight deadlines under pressure and to provide practical solutions Risk management focus
    $66k-93k yearly est. Auto-Apply 5d ago
  • Quant Analytics Associate- Regulatory Operations

    Jpmorgan Chase & Co 4.8company rating

    Plano, TX jobs

    JobID: 210689130 JobSchedule: Full time JobShift: : Ready to transform data into impactful insights? Join us as a Quantitative Analytics Associate and make your mark with our dynamic team! Dive into data analysis, support diverse Lines of Businesses such as Auto Finance and Business Banking and drive strategic decision while advancing your career. With highly supportive leadership and programs to foster growth and career mobility, your skills and capabilities can increase and be fine-tuned to make you more agile and versatile in reaching your career potential. As a Quant Analytics Associate- Regulatory Operations in Remediations & Corrections, you will be crucial in identifying, classifying, and resolving customer impacts stemming from business process or operational disruptions at JPMorganChase. You will address affected customers by recalculating and crediting finance charges, fees, and processing account adjustments to rectify account issues. To succeed, you must be highly motivated, analytical, detail-oriented, and an outstanding problem solver who takes pride in managing customer issues comprehensively and delivering exceptional service. Job responsibilities * Collaborate with key stakeholders across the firm to understand case contexts and translate high-level requirements into detailed analytic steps. * Query databases and manipulate data to identify correction populations, analyze financials, and create execution files using account, customer, and transaction-level data. * Ensure accuracy in analytics by maintaining attention to detail and supporting the independent validation team with case requirements and code review. * Automate repetitive analytics steps across cases using SAS macros and other relevant tools. * Develop and apply analytics skills to deliver best-in-class solutions for customer issue treatment. Required qualifications, capabilities, and skills * Demonstrated ability to conduct data analysis with a focus on uncovering patterns and providing insightful reporting and capability to learn and work with tools such as SAS, SQL, Python, or R. * Strong analytical and problem-solving skills with demonstrated ability to manage complex customer issues. * Excellent attention to detail and commitment to accuracy. * Ability to communicate complex findings clearly to both technical and non-technical stakeholders. * Experience working in a fast-paced, deadline-driven environment and ability to work collaboratively across multiple teams and lines of business. * High level of motivation and initiative and strong organizational and time management skills. * Commitment to delivering exceptional customer service. Preferred qualifications, capabilities, and skills * Bachelor's degree in a quantitative discipline (Mathematics, Statistics, Physics, Engineering, Economics, Finance or related fields) * Proficiency in data analysis tools and techniques (e.g., SAS, SQL, Python, R).
    $69k-94k yearly est. Auto-Apply 47d ago
  • Alternative Payments Operations - Associate

    Jpmorgan Chase & Co 4.8company rating

    Tampa, FL jobs

    JobID: 210698458 JobSchedule: Full time JobShift: Day : Join our team and shape the future of digital payments. Be at the forefront of revolutionizing payment operations, driving efficiency, and enhancing our financial systems. Unlock your potential and make a meaningful impact in a fast-paced and innovative environment. As an Alternative Payments Operations - Associate within Payments Operations at JPMorgan Chase, you will play a pivotal role in enhancing our payment operations framework by streamlining processes, implementing new technologies, and developing operational functions. You will manage payment processing across various products, ensuring smooth fund transfers and reconciling purchase and sales options, futures, or securities, while leveraging your proficiency in automation, cybersecurity, and anti-fraud awareness to ensure security and efficiency. Your ability to manage stakeholders, influence decisions, and handle conflicts will drive mutually beneficial outcomes, and your strategic planning skills will guide our direction and resource allocation decisions. Additionally, your proficiency in AI/ML will be utilized to solve complex problems and enhance processes, applying your knowledge in market product and process improvement to optimize operations. The Alternative Payments POD Operations team is part of CIB's Digital & Platform Services (D&PS) that provides operations support to clients on innovative payment products globally and provides 24x7 coverage. Operations teams develop and manage innovative, secure service solutions to meet clients' needs globally. Developing and using the latest technology, teams work to deliver industry-leading capabilities to our clients and customers, making it easy and convenient to do business with the firm. Teams also drive growth by refining technology-driven customer and client experiences that put users first, providing an unparalleled experience. Job responsibilities * Lead teams responsible for operational processes within the payments lifecycle by setting priorities, directing workflows, and monitoring performance against established metrics. * Oversee payment processing operations, setting daily production goals, delegating work, and implementing action plans to achieve strategic priorities, high productivity, quality, and enhanced client experience. * Manage daily operations, resolving production or quality issues, escalating process delays to management, and ensuring key control tasks are executed on business initiatives. * Apply strategic thinking and sound judgment in decision-making, while leveraging leadership, communication, and conflict resolution skills to build collaborative and engaged teams. * Participate in fraud detection and prevention, mitigating financial and reputational risks, and assist in strategic initiatives to align resource allocation with long-term goals. * Lead or contribute to projects related to client experience, process optimization, and provide expertise in automation, risk management, and compliance with operational guidelines. Required qualifications, capabilities, and skills * Demonstrated ability in operations leadership or management within payments, with at least two years of experience, effectively leading high-performing and engaged teams to drive success. * Advanced knowledge of global payment processing operations, products, and systems architecture to support operational efficiency, change management, and issue management. * Proficiency in data analysis techniques, capable of interpreting and communicating insights to inform decision-making with senior stakeholders. * Ability to apply a commercial and growth mindset to adapt to fast-paced operations environments and new business initiatives, leveraging strong interpersonal skills for collaboration. * Understanding of cybersecurity controls and anti-fraud strategies to identify and address potential threats, ensuring the protection of information and systems. * Demonstrated proficiency in using automation technologies to optimize payments processing, with a proven track record in enhancing customer experience throughout the customer journey. Preferred qualifications, capabilities, and skills * Knowledge of ISO or Swift message processing or management. * Experience with operations, controls and problem solving related to Payments, Cash, Treasury Operations. * Experience in global payments and understanding of accounting and money movement processes.
    $68k-95k yearly est. Auto-Apply 12d ago
  • Alternative Payments Operations - Associate

    Jpmorgan Chase 4.8company rating

    Tampa, FL jobs

    Join our team and shape the future of digital payments. Be at the forefront of revolutionizing payment operations, driving efficiency, and enhancing our financial systems. Unlock your potential and make a meaningful impact in a fast-paced and innovative environment. As an Alternative Payments Operations - Associate within Payments Operations at JPMorgan Chase, you will play a pivotal role in enhancing our payment operations framework by streamlining processes, implementing new technologies, and developing operational functions. You will manage payment processing across various products, ensuring smooth fund transfers and reconciling purchase and sales options, futures, or securities, while leveraging your proficiency in automation, cybersecurity, and anti-fraud awareness to ensure security and efficiency. Your ability to manage stakeholders, influence decisions, and handle conflicts will drive mutually beneficial outcomes, and your strategic planning skills will guide our direction and resource allocation decisions. Additionally, your proficiency in AI/ML will be utilized to solve complex problems and enhance processes, applying your knowledge in market product and process improvement to optimize operations. The Alternative Payments POD Operations team is part of CIB's Digital & Platform Services (D&PS) that provides operations support to clients on innovative payment products globally and provides 24x7 coverage. Operations teams develop and manage innovative, secure service solutions to meet clients' needs globally. Developing and using the latest technology, teams work to deliver industry-leading capabilities to our clients and customers, making it easy and convenient to do business with the firm. Teams also drive growth by refining technology-driven customer and client experiences that put users first, providing an unparalleled experience. **Job responsibilities** + Lead teams responsible for operational processes within the payments lifecycle by setting priorities, directing workflows, and monitoring performance against established metrics. + Oversee payment processing operations, setting daily production goals, delegating work, and implementing action plans to achieve strategic priorities, high productivity, quality, and enhanced client experience. + Manage daily operations, resolving production or quality issues, escalating process delays to management, and ensuring key control tasks are executed on business initiatives. + Apply strategic thinking and sound judgment in decision-making, while leveraging leadership, communication, and conflict resolution skills to build collaborative and engaged teams. + Participate in fraud detection and prevention, mitigating financial and reputational risks, and assist in strategic initiatives to align resource allocation with long-term goals. + Lead or contribute to projects related to client experience, process optimization, and provide expertise in automation, risk management, and compliance with operational guidelines. **Required qualifications, capabilities, and skills** + Demonstrated ability in operations leadership or management within payments, with at least two years of experience, effectively leading high-performing and engaged teams to drive success. + Advanced knowledge of global payment processing operations, products, and systems architecture to support operational efficiency, change management, and issue management. + Proficiency in data analysis techniques, capable of interpreting and communicating insights to inform decision-making with senior stakeholders. + Ability to apply a commercial and growth mindset to adapt to fast-paced operations environments and new business initiatives, leveraging strong interpersonal skills for collaboration. + Understanding of cybersecurity controls and anti-fraud strategies to identify and address potential threats, ensuring the protection of information and systems. + Demonstrated proficiency in using automation technologies to optimize payments processing, with a proven track record in enhancing customer experience throughout the customer journey. **Preferred qualifications, capabilities, and skills** + Knowledge of ISO or Swift message processing or management. + Experience with operations, controls and problem solving related to Payments, Cash, Treasury Operations. + Experience in global payments and understanding of accounting and money movement processes. JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
    $68k-95k yearly est. 10d ago
  • Alternative Payments Operations - Associate

    Jpmorganchase 4.8company rating

    Tampa, FL jobs

    Join our team and shape the future of digital payments. Be at the forefront of revolutionizing payment operations, driving efficiency, and enhancing our financial systems. Unlock your potential and make a meaningful impact in a fast-paced and innovative environment. As an Alternative Payments Operations - Associate within Payments Operations at JPMorgan Chase, you will play a pivotal role in enhancing our payment operations framework by streamlining processes, implementing new technologies, and developing operational functions. You will manage payment processing across various products, ensuring smooth fund transfers and reconciling purchase and sales options, futures, or securities, while leveraging your proficiency in automation, cybersecurity, and anti-fraud awareness to ensure security and efficiency. Your ability to manage stakeholders, influence decisions, and handle conflicts will drive mutually beneficial outcomes, and your strategic planning skills will guide our direction and resource allocation decisions. Additionally, your proficiency in AI/ML will be utilized to solve complex problems and enhance processes, applying your knowledge in market product and process improvement to optimize operations. The Alternative Payments POD Operations team is part of CIB's Digital & Platform Services (D&PS) that provides operations support to clients on innovative payment products globally and provides 24x7 coverage. Operations teams develop and manage innovative, secure service solutions to meet clients' needs globally. Developing and using the latest technology, teams work to deliver industry-leading capabilities to our clients and customers, making it easy and convenient to do business with the firm. Teams also drive growth by refining technology-driven customer and client experiences that put users first, providing an unparalleled experience. Job responsibilities Lead teams responsible for operational processes within the payments lifecycle by setting priorities, directing workflows, and monitoring performance against established metrics. Oversee payment processing operations, setting daily production goals, delegating work, and implementing action plans to achieve strategic priorities, high productivity, quality, and enhanced client experience. Manage daily operations, resolving production or quality issues, escalating process delays to management, and ensuring key control tasks are executed on business initiatives. Apply strategic thinking and sound judgment in decision-making, while leveraging leadership, communication, and conflict resolution skills to build collaborative and engaged teams. Participate in fraud detection and prevention, mitigating financial and reputational risks, and assist in strategic initiatives to align resource allocation with long-term goals. Lead or contribute to projects related to client experience, process optimization, and provide expertise in automation, risk management, and compliance with operational guidelines. Required qualifications, capabilities, and skills Demonstrated ability in operations leadership or management within payments, with at least two years of experience, effectively leading high-performing and engaged teams to drive success. Advanced knowledge of global payment processing operations, products, and systems architecture to support operational efficiency, change management, and issue management. Proficiency in data analysis techniques, capable of interpreting and communicating insights to inform decision-making with senior stakeholders. Ability to apply a commercial and growth mindset to adapt to fast-paced operations environments and new business initiatives, leveraging strong interpersonal skills for collaboration. Understanding of cybersecurity controls and anti-fraud strategies to identify and address potential threats, ensuring the protection of information and systems. Demonstrated proficiency in using automation technologies to optimize payments processing, with a proven track record in enhancing customer experience throughout the customer journey. Preferred qualifications, capabilities, and skills Knowledge of ISO or Swift message processing or management. Experience with operations, controls and problem solving related to Payments, Cash, Treasury Operations. Experience in global payments and understanding of accounting and money movement processes.
    $68k-95k yearly est. Auto-Apply 12d ago
  • Operations Associate - University Hire (Rotational Program)

    The Voleon Group 4.1company rating

    Berkeley, CA jobs

    Job DescriptionVoleon is a technology company that applies state-of-the-art AI and machine learning techniques to real-world problems in finance. For nearly two decades, we have led our industry and worked at the frontier of applying AI/ML to investment management. We have become a multibillion-dollar asset manager, and we have ambitious goals for the future. Your colleagues will include internationally recognized experts in artificial intelligence and machine learning research as well as highly experienced finance and technology professionals. The people who shape our company come from other backgrounds, including concert music performances, humanitarian aid, opera singing, sports writing, and BMX racing. You will be part of a team that loves to succeed together. In addition to our enriching and collegial working environment, we offer highly competitive compensation and benefits packages, technology talks by our experts, a beautiful modern office, daily catered lunches, and more. As an Operations Associate, you will work closely with the most senior managers and executives at our organization. Your work will make deeply impactful and lasting contributions. As part of a rotational program, you will gain broad exposure, experience, and training that are unparalleled for recent grads. This role is a means to make a difference: You will start making important contributions on day one, and you will develop a highly coveted skill set. Please note that this is not a position for candidates seeking to become investment professionals/analysts, and it is not a position for candidates seeking to become traders.Responsibilities Year One: Complete two six-month rotations within Voleon's core finance and operations teams, owning key workstreams and supporting team initiatives. Sample first-year rotations include fund operations, client services and reporting, human resources, legal, and regulatory compliance. Year Two and beyond: Have the opportunity to permanently join one of Voleon's finance and operations teams as a specialist or complete additional rotations on other teams. At this point, associates may work with additional teams beyond those offering Year One rotations, including: business strategy, recruiting, and technical program management. Excel in the day-to-day responsibilities for your rotation, and become an expert in those areas. Complete high-impact project work both as an individual contributor within your function and as a contributor to cross-functional initiatives. Collaborate effectively on teams with other colleagues, including other Operations Associates. Work closely with senior executives and receive personalized mentorship and coaching. Become part of a fun and engaging group of fellow Operations Associates and share meaningful experiences with them. Ideal Profile Intellectually curious explorer interested in learning about a broad variety of business challenges Organized executor capable of independently managing multiple workstreams on schedule with high attention to detail Analytical thinker who takes a structured approach to evaluating and solving problems Critical thinker who notices opportunities for improvement Team player drawn toward a collaborative working environment Requirements Bachelor's degree Authorization to work in the United States The base salary for this position is $100,000 in the location(s) of this posting. Individual salaries are determined through a variety of factors, including, but not limited to, education, experience, knowledge, skills, and geography. Base salary does not include other forms of total compensation such as bonus compensation and other benefits. Our benefits package includes medical, dental and vision coverage, life and AD&D insurance, 20 days of paid time off, 9 sick days, and a 401(k) plan with a company match. “Friends of Voleon” Candidate Referral ProgramIf you have a great candidate in mind for this role and would like to have the potential to earn $7,500 if your referred candidate is successfully hired and employed by The Voleon Group, please use this form to submit your referral. For more details regarding eligibility, terms and conditions please make sure to review the Voleon Referral Bonus Program. Equal Opportunity EmployerThe Voleon Group is an Equal Opportunity employer. Applicants are considered without regard to race, color, religion, creed, national origin, age, sex, gender, marital status, sexual orientation and identity, genetic information, veteran status, citizenship, or any other factors prohibited by local, state, or federal law. #LI-JP1 We may use artificial intelligence (AI) tools to support parts of the hiring process. These tools assist our recruitment team but do not replace human judgement. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.
    $100k yearly 7d ago
  • Operations Associate - University Hire (Rotational Program)

    The Voleon Group 4.1company rating

    Berkeley, CA jobs

    Voleon is a technology company that applies state-of-the-art AI and machine learning techniques to real-world problems in finance. For nearly two decades, we have led our industry and worked at the frontier of applying AI/ML to investment management. We have become a multibillion-dollar asset manager, and we have ambitious goals for the future. Your colleagues will include internationally recognized experts in artificial intelligence and machine learning research as well as highly experienced finance and technology professionals. The people who shape our company come from other backgrounds, including concert music performances, humanitarian aid, opera singing, sports writing, and BMX racing. You will be part of a team that loves to succeed together. In addition to our enriching and collegial working environment, we offer highly competitive compensation and benefits packages, technology talks by our experts, a beautiful modern office, daily catered lunches, and more. As an Operations Associate, you will work closely with the most senior managers and executives at our organization. Your work will make deeply impactful and lasting contributions. As part of a rotational program, you will gain broad exposure, experience, and training that are unparalleled for recent grads. This role is a means to make a difference: You will start making important contributions on day one, and you will develop a highly coveted skill set. Please note that this is not a position for candidates seeking to become investment professionals/analysts, and it is not a position for candidates seeking to become traders.Responsibilities Year One: Complete two six-month rotations within Voleon's core finance and operations teams, owning key workstreams and supporting team initiatives. Sample first-year rotations include fund operations, client services and reporting, human resources, legal, and regulatory compliance. Year Two and beyond: Have the opportunity to permanently join one of Voleon's finance and operations teams as a specialist or complete additional rotations on other teams. At this point, associates may work with additional teams beyond those offering Year One rotations, including: business strategy, recruiting, and technical program management. Excel in the day-to-day responsibilities for your rotation, and become an expert in those areas. Complete high-impact project work both as an individual contributor within your function and as a contributor to cross-functional initiatives. Collaborate effectively on teams with other colleagues, including other Operations Associates. Work closely with senior executives and receive personalized mentorship and coaching. Become part of a fun and engaging group of fellow Operations Associates and share meaningful experiences with them. Ideal Profile Intellectually curious explorer interested in learning about a broad variety of business challenges Organized executor capable of independently managing multiple workstreams on schedule with high attention to detail Analytical thinker who takes a structured approach to evaluating and solving problems Critical thinker who notices opportunities for improvement Team player drawn toward a collaborative working environment Requirements Bachelor's degree Authorization to work in the United States The base salary for this position is $100,000 in the location(s) of this posting. Individual salaries are determined through a variety of factors, including, but not limited to, education, experience, knowledge, skills, and geography. Base salary does not include other forms of total compensation such as bonus compensation and other benefits. Our benefits package includes medical, dental and vision coverage, life and AD&D insurance, 20 days of paid time off, 9 sick days, and a 401(k) plan with a company match. “Friends of Voleon” Candidate Referral ProgramIf you have a great candidate in mind for this role and would like to have the potential to earn $7,500 if your referred candidate is successfully hired and employed by The Voleon Group, please use this form to submit your referral. For more details regarding eligibility, terms and conditions please make sure to review the Voleon Referral Bonus Program. Equal Opportunity EmployerThe Voleon Group is an Equal Opportunity employer. Applicants are considered without regard to race, color, religion, creed, national origin, age, sex, gender, marital status, sexual orientation and identity, genetic information, veteran status, citizenship, or any other factors prohibited by local, state, or federal law. #LI-JP1
    $100k yearly Auto-Apply 60d+ ago
  • DeFi Financial Operations Associate

    Figure 4.5company rating

    San Francisco, CA jobs

    Figure (NASDAQ: FIGR) is transforming capital markets through blockchain. We're proving that blockchain isn't just theory - it's powering real products used by hundreds of thousands of consumers and institutions. By combining blockchain's transparency and efficiency with AI-driven automation, we've reimagined how loans are originated, funded, and traded in secondary markets. From faster processing times to lower costs and reduced bias, our technology is helping borrowers, investors, and financial institutions achieve better outcomes. Together with our 170+ partners, we've originated over $17 billion in home equity loans (HELOCs) on our blockchain-native platform, making Figure the largest non-bank provider of home equity financing in the U.S. Figure's ecosystem also includes YLDS, an SEC-registered yield-bearing stablecoin that operates as a tokenized money market fund, and several other products and platforms that are reshaping consumer finance and capital markets. We're proud to be recognized as one of Forbes' Most Innovative Fintech Startups in 2025 and Fast Company's Most Innovative Companies in Finance and Personal Finance. About the Role We're looking for a Financial Operations Associate to support the daily movement, tracking, and reconciliation of digital assets across wallets, various blockchains, and custodial platforms. This role is ideal for someone early in their career with a finance, accounting, or operations background who is interested in crypto and eager to deepen their understanding of digital asset operational workflows, reporting, and controls. What You'll Do * Support daily digital asset operations, including reviewing, tracking, and reconciling asset movements across wallets, blockchains, and custodial platforms * Monitor blockchain transactions and settlements * Monitor wallet balances and activity and maintain accurate reports using Excel or Google Sheets * Assist with building and maintaining financial reports and dashboards (Python, Google Scripts, and Tableau experience a plus, but not required) * Process and track internal digital asset funding requests * Partner with Accounting to support month-end close activities * Prepare supporting documentation for audits and internal reviews * Help document and improve financial operations processes as the business scales What We Look For * 2-4 years of experience in finance, accounting, operations, data/analytics, treasury, crypto operations or engineering * Strong interest in crypto and foundational experience using wallets, exchanges, custodial platforms, or DeFi platforms * Familiarity with crypto, DeFi, and blockchain fundamentals * High attention to detail and strong organization * Ability to analyze and reconcile data across multiple sources * Clear communication skills and a collaborative mindset * Project management skills a plus * Experience working in a fast-paced startup environment is a plus * Eagerness to learn Salary * Compensation Range: $62,050-$73,000/yr * 25% annual bonus target, paid quarterly * Company equity in the form of RSUs * This is the compensation range for the United States, actual compensation may vary based on individual candidate experience, location, or evolving business needs Benefits * Comprehensive health, vision, and dental insurance with 100% employer-paid premiums for employees and their dependents on select plans * Company HSA, FSA, Dependent Care, 401k, and commuter benefits * Employer-funded life and disability insurance coverage * 11 Observed Holidays & PTO plan * Up to 12 weeks paid family leave * Continuing education reimbursement Depending on your residential location certain laws might regulate the way Figure manages applicant data. California Residents, please review our California Employee and General Workforce Privacy Notice for further information. By submitting your application, you are agreeing and acknowledging that you have read and understand the above notice. Figure will not sponsor work visas for this position. In compliance with federal law, all persons hired will be required to verify identity and eligibility to work in the United States and to complete the required employment eligibility verification form upon hire. #LI-SB1 #LI-Hybrid
    $62.1k-73k yearly Auto-Apply 11d ago
  • Core Operations Associate

    Schonfeld Group 3.7company rating

    Miami, FL jobs

    The Role A fabulous opportunity in Schonfeld's Core Operations team in Miami, FL. We are a global multi-manager platform with both internal and external portfolio managers who invest across a variety of strategies e.g. Fundamental Equity, Tactical, Quantitative, Discretionary Macro & Fixed Income etc. You will be working with experienced Operations professionals to implement best-in-class operational procedures. You can also look forward to owning some of the most challenging and unique operational challenges in the hedge fund industry. What you'll do Perform T+1 reconciliations, including break resolution, between internal systems or internal systems and Prime Broker for a variety of financial instruments e.g. Equity, Futures, Option, FX, Bond, Listed Swap, OTC etc. Review external fund administrators' T+1 reconciliations and liaise with both internal and external stakeholders e.g. Middle Office, Asset Servicing, Fund Accounting, Prime Broker, Third-Party service providers to resolve breaks Collaborate with both internal and external stakeholders e.g. Operations Technology, Trade Support, Accounting Valuations Team, Third-Party service providers etc. to resolve operational issues, automate operational processes, implement strategic initiatives, roll out best practices, standardize operational procedures etc. Work alongside senior team members and management on strategic initiatives and implement enhancements to streamline workflows and achieve efficiencies Create structure by defining operational procedures, recommending process improvements and rolling them out Other ad-hoc tasks and/or projects as and when it's assigned by senior team members and/or management team What you'll bring What you need: Bachelor's degree in Business, Finance, Accounting or any other related field 2-5 years of working experience in the Hedge Fund industry (preferably with a multi-manager platform) Highly analytical, detail-oriented, driven, inquisitive and entrepreneurial team player with excellent interpersonal skills, good written and verbal communication skills, exceptional problem-solving skills, a strong control mindset and a high level of self-leadership In-depth product knowledge on financial instruments e.g. Equity, Futures, Option, FX, Bond, Listed Swap, OTC etc. Highly experienced in performing reconciliations, including break resolution, between order management system and accounting system, order management system and Prime Broker trading data etc. Experienced in order management and/or accounting systems e.g. Enfusion, Traiana, Geneva, Gresham etc. (preferably) Experienced in migrating reconciliations and/or operational processes which involve different accounting systems Proven track record in automating operational processes, implementing process enhancements and working with multiple stakeholders to roll out strategic initiatives Experienced in working with large data sets and analyzing those data using Microsoft Excel functionalities Strong technical skills in Microsoft Excel e.g. PivotTable, functions, Visual Basic for Application (essential) and programming languages e.g. Python, C++, JavaScript, SQL (preferably) etc. Who We Are Schonfeld is a global multi-manager hedge fund that strives to deliver industry-leading risk-adjusted returns for our investors. We leverage both internal and external portfolio manager teams around the world, seeking to capitalize on inefficiencies and opportunities within the markets. We draw from decades of experience and a significant investment in proprietary technology, infrastructure and risk analytics to invest across four main strategies: Quant, Tactical, Fundamental Equity and Discretionary Macro & Fixed Income. Our Culture At Schonfeld, we'll invest in you. Attracting and retaining top talent is at the heart of what we do, because we believe that exceptional outcomes begin with exceptional people. We foster a culture where talent is empowered to continually learn, innovate and pursue ambitious goals. We are teamwork-oriented, collaborative and encourage ideas-at all levels-to be shared. As an organization committed to investing in our people, we provide learning and educational offerings and opportunities to make an impact. We encourage community through internal networks, external partnerships and service initiatives that promote inclusion and purpose beyond the firm's walls. The base pay for this role is expected to be between $110,000 and $140,000. The expected base pay range is based on information at the time this post was generated. This role may also be eligible for other forms of compensation such as a performance bonus and a competitive benefits package. Actual compensation for the successful candidate will be determined based on a variety of factors such as skills, qualifications, and experience. #LI-MM1
    $33k-67k yearly est. Auto-Apply 1d ago
  • Licensed Investment Operations Associate

    First Command Financial Services 4.7company rating

    Fort Worth, TX jobs

    How will this role impact First Command? The Brokerage Operations Associate is responsible for servicing Advisors and clients through the processing and support of First Command. The Associate is responsible for capturing data, inputting transactions, evaluating information, identifying inconsistencies / inaccuracies, formulating resolutions, processing in-good-order business, maintaining daily statistics, and communicating with advisors and office staff. The Associate performs these duties within the standards set by the department. What will the employee do in this role? Develop an understanding of the functional and task responsibilities within operations. Processing various account update and miscellaneous operations request for managed, brokerage, and direct at fund accounts. Fulfill Client and Advisor requests to establish, service and support mutual fund, brokerage, and annuity business, within departmental guidelines for quality and productivity. Review incoming client paperwork and collaborate with essential internal and external personnel to resolve items which are not in good order (NIGO). Process inbound First Command Advisor and Client requests received via mail, email, cases, fax, and service requests. Improve the client and Advisor experience by providing effective and professional written and verbal communication to First Command Advisors and Clients. Engage in regular training and professional development while obtaining additional skills to enhance individual growth and cross-departmental functionality. This position will involve rotation of job responsibilities for purposes of cross-training and career development. What Skills/Qualifications Do You Need? Education Bachelor's degree preferred. Equivalent combination of education and relevant work experience will be considered. Series 7 & 63 preferred. Work Experience Minimum one year work experience in a business setting. (Required) Experience within the Financial Services Industry is preferred 4 year college degree accepted in lieu of previous work experience Experience working with multiple systems in a dual monitor environment, and basic computer skills Attention to detail and a strong commitment to comply with policies, procedures and guideline Required Knowledge, Skills and Abilities Ability to work in a fast-paced environment and successfully meet strict operational deadlines. Above average time management and multitasking skills. Maintain a high degree of accuracy while meticulously processing each transaction request in a timely manner Experience working with multiple systems in a dual monitor environment, and basic computer skills Attention to detail and a strong commitment to comply with policies, procedures and guidelines. Demonstrate passion for superior customer service, i.e. a client / advisor first mentality with a high level of integrity Initiative-taking individual with the ability to work independently or collaboratively with proven results. Ability to work mandatory overtime when required. LI-NC1 #LI-Hybrid
    $61k-105k yearly est. 60d+ ago
  • Capital Markets Operations Associate

    Frost Bank 4.9company rating

    San Antonio, TX jobs

    It's about taking care of people, our people. Are you known for your attention to detail and exceptional organizational skills? Do you like working in a behind the scenes environment and have a goal-oriented mindset? Do you enjoy researching and verifying information? If so, being a Capital Markets Operations Associate with Frost could be for you. At Frost, it's about more than a job. It's about having a flourishing career where you can thrive, both in and out of work. At Frost, we're committed to fostering an environment that reflects our values and encourages team members to be the best they can be. In joining our adaptable, integrity-driven team, you'll become part of Frost's over 150-year legacy of providing unparalleled financial services. Who you are: As a Capital Markets Operations Associate, you will be responsible for supporting the critical Safekeeping functions for Capital Markets by ensuring that transactions are processed accurately, promptly, and in compliance with Frost standards and legal requirements. In this role you analyze information on dealer trade allocations, prepare documentation of trade details, identify applicable accounts, and request new accounts as necessary to ensure the timely entry and reporting of trades. You welcome a challenge and strive to continuously improve processes with integrity, caring and excellence in mind. What you'll do: Maintain a high level of knowledge of Reconciliation, Disbursement, and Settlement Specialist responsibilities and provide back up or assistance as needed Analyze information on dealer trade allocations related to underwriting of municipal bonds, prepare documentation of trade details, identify applicable accounts, and build new accounts as necessary to ensure the timely entry and reporting of trades Monitor the daily settlement of trades through The Bank of New York and the Federal Reserve, proactively identifying and resolving potential trade failures and documenting trade instructions as necessary Monitor exceptions in asset servicing processes, including automated reconciliations of bond principal and interest payments and resolving discrepancies Maintain an expert level of knowledge of Frost's bond portfolio system; assisting with the documentation and testing of system issues and unusual transactions, and reviewing and updating system security information as necessary Ensure the proper functioning of internal controls related to the Investment Portfolio, Safekeeping, and Sales and Trading operations Always take action using Integrity, Caring, and Excellence to achieve all-win outcomes What you'll need: 3+ years of experience in the financial services industry, preferably with a focus in operations; or equivalent education Knowledge of Reconciliation, Disbursement, and/or Settlement responsibilities Knowledge of the Securities Industry Strong attention to detail Customer service experience Excellent written and verbal communication skills Proficiency in Microsoft computer applications, specifically Excel Additional Preferred Skills: Bachelor's Degree Knowledge of municipal bond underwriting and/or fixed income securities operations Experience with DTCC products Our Benefits: At Frost, we care about your health, your family, and your future and strive to have our benefits reflect that. This includes: Medical, dental, vision, long-term disability, and life insurance 401(k) matching Generous holiday and paid time off schedule Tuition reimbursement Extensive health and wellness programs, including our Employee Assistance Program Referral bonus program + more! Since 1868, Frost has dedicated their expertise to provide exceptional banking, investment, and insurance services to businesses and individuals throughout Texas. Frost is one of the 50 largest U.S. banks by asset size and is a leader in banking customer satisfaction. At Frost, it's about being part of something bigger. If this sounds like you, we encourage you to apply and see what's possible at Frost.
    $21k-30k yearly est. Auto-Apply 28d ago
  • Investments Customer Operations Associate II

    Frost Bank 4.9company rating

    San Antonio, TX jobs

    It's about being real when people need you. Are you someone that loves to lend a hand to others and does so with a kind, approachable attitude? Are you passionate about finding solutions to problems and enjoy the freedom of making those decisions? Do you genuinely enjoy helping people and want to be a part of making their day better? If so, being an Investments Customer Operations Associate II might be the role for you! At Frost, it's about more than a job. It's about having a flourishing career where you can thrive, both in and out of work. At Frost, we're committed to fostering an environment that reflects our values and encourages team members to be the best they can be. In joining our adaptable, integrity-driven team, you'll become part of Frost's over 150-year legacy of providing unparalleled banking services. Who you are: As an Investments Customer Operations Associate II, you are our customers' first line of support in addressing their investments needs. In this role, you will respond to customer inquiries via phone, email, and chat in a timely and professional manner to ensure a positive customer experience. You will use your effective communication skills and analytical mindset identify, troubleshoot, and resolve customer issues. Our customer's love talking to real people located here in Texas and you will be a key asset in helping them with the assistance they need. You welcome a challenge and want to ensure every experience is next level. What you'll do: Respond to customer inquiries via phone, email, and chat in a timely and professional manner Troubleshoot and resolve complex customer issues, escalating as necessary to higher-level team members or managers Maintain accurate and up-to-date records of customer interactions and transactions Provide support and guidance to customers on the use of our products and services Identify and report any trends or patterns in customer complaints or issues to management Continuously strive to improve customer satisfaction and retention Mentor and train junior customer service representatives Collaborate with cross-functional teams to improve customer experience and internal processes Develop and implement customer service best practices and procedures Always take action using Integrity, Caring and Excellence to achieve all-win outcomes What you'll need: High school diploma or equivalent 2+ years of experience in customer service or support role Excellent written and verbal communication skills Proficiency in Microsoft computer applications Series 7 and 63 Licenses Our Benefits: At Frost, we care about your health, your family, and your future and strive to have our benefits reflect that. This includes: Medical, dental, vision, long-term disability, and life insurance 401(k) matching Generous holiday and paid time off schedule Tuition reimbursement Extensive health and wellness programs, including our Employee Assistance Program Referral bonus program + more! Since 1868, Frost has dedicated their expertise to provide exceptional banking, investment, and insurance services to businesses and individuals throughout Texas. Frost is one of the 50 largest U.S. banks by asset size and is a leader in banking customer satisfaction. At Frost, it's about being part of something bigger. If this sounds like you, we encourage you to apply and see what's possible at Frost.
    $21k-30k yearly est. Auto-Apply 60d+ ago
  • Financial Operations Specialist

    Euronet Worldwide, Inc. 4.8company rating

    Spring, TX jobs

    Euronet Worldwide, Inc. is a leading electronic payments processor with a global footprint. Our operations encompass various services that facilitate financial transactions for consumers and businesses. We are currently hiring a Finance Operations Specialist. The Finance Operations Specialist plays a key role in supporting the wider Finance Operations team in delivering timely and reliable payments to external customers, maintaining rigorous control over scheme settlements, and reconciling network cash for multiple networks across the US and LATAM markets. This position is vital to the smooth running of the department and contributes directly to the financial health and operational success of the business. The ideal candidate will exhibit strong analytical skills, attention to detail, and a desire to contribute in a collaborative work environment. You will have the opportunity to work closely with various departments to monitor performance and provide actionable insights. Key Responsibilities: * Manage daily settlement payments to customers across the United States. * Perform daily transaction and payment reconciliations, investigating and resolving discrepancies promptly. * Complete and validate monthly reconciliations, interrogating data to ensure accuracy. * Reconcile network cash for multiple networks, investigating variances. * Maintain and update the customer bank account database, ensuring data integrity. * Set up new settlement deals and payment terms in the accounting system. * Ensure strict adherence to internal controls and procedures related to customer payments, recommending improvements where appropriate. * Maintain an accurate and up-to-date customer database, resolving any inconsistencies. * Collaborate with other departments to resolve issues and drive process improvements. * Support the development and implementation of new processes and systems. * Assist with ad-hoc analysis and special projects, as needed.
    $69k-95k yearly est. 60d+ ago
  • Financial Operations Specialist

    Euronet Worldwide, Inc. 4.8company rating

    Spring, TX jobs

    Job Description Euronet Worldwide, Inc. is a leading electronic payments processor with a global footprint. Our operations encompass various services that facilitate financial transactions for consumers and businesses. We are currently hiring a Finance Operations Specialist. The Finance Operations Specialist plays a key role in supporting the wider Finance Operations team in delivering timely and reliable payments to external customers, maintaining rigorous control over scheme settlements, and reconciling network cash for multiple networks across the US and LATAM markets. This position is vital to the smooth running of the department and contributes directly to the financial health and operational success of the business. The ideal candidate will exhibit strong analytical skills, attention to detail, and a desire to contribute in a collaborative work environment. You will have the opportunity to work closely with various departments to monitor performance and provide actionable insights. Key Responsibilities: Manage daily settlement payments to customers across the United States. Perform daily transaction and payment reconciliations, investigating and resolving discrepancies promptly. Complete and validate monthly reconciliations, interrogating data to ensure accuracy. Reconcile network cash for multiple networks, investigating variances. Maintain and update the customer bank account database, ensuring data integrity. Set up new settlement deals and payment terms in the accounting system. Ensure strict adherence to internal controls and procedures related to customer payments, recommending improvements where appropriate. Maintain an accurate and up-to-date customer database, resolving any inconsistencies. Collaborate with other departments to resolve issues and drive process improvements. Support the development and implementation of new processes and systems. Assist with ad-hoc analysis and special projects, as needed. Requirements Bachelor's degree in Finance, Accounting, or related field. Minimum 3 years of relevant experience in financial analysis or similar role. Strong proficiency in Microsoft Excel; experience with financial modeling is a plus. Familiarity with accounting principles and financial management. Excellent analytical, quantitative, and problem-solving skills. Effective communication skills, both written and verbal. Ability to work independently and manage multiple priorities in a dynamic environment. Attention to detail and a commitment to accuracy. Benefits 401(k) Plan Health/Dental/Vision Insurance Employee Stock Purchase Plan Company-paid Life Insurance Company-paid disability insurance Tuition Reimbursement Paid Time Off Paid Volunteer Days Paid Holidays Casual Office Attire Plus many more employee perks & incentives! We are an Equal Opportunity Employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, sexual orientation, gender identity, or national origin, age, disability status, genetic information, protected veteran status, or any other characteristic protected by law.
    $69k-95k yearly est. 4d ago
  • Financial Operations Specialist

    Euronet Worldwide 4.8company rating

    Spring, TX jobs

    Euronet Worldwide, Inc. is a leading electronic payments processor with a global footprint. Our operations encompass various services that facilitate financial transactions for consumers and businesses. We are currently hiring a Finance Operations Specialist. The Finance Operations Specialist plays a key role in supporting the wider Finance Operations team in delivering timely and reliable payments to external customers, maintaining rigorous control over scheme settlements, and reconciling network cash for multiple networks across the US and LATAM markets. This position is vital to the smooth running of the department and contributes directly to the financial health and operational success of the business. The ideal candidate will exhibit strong analytical skills, attention to detail, and a desire to contribute in a collaborative work environment. You will have the opportunity to work closely with various departments to monitor performance and provide actionable insights. Key Responsibilities: Manage daily settlement payments to customers across the United States. Perform daily transaction and payment reconciliations, investigating and resolving discrepancies promptly. Complete and validate monthly reconciliations, interrogating data to ensure accuracy. Reconcile network cash for multiple networks, investigating variances. Maintain and update the customer bank account database, ensuring data integrity. Set up new settlement deals and payment terms in the accounting system. Ensure strict adherence to internal controls and procedures related to customer payments, recommending improvements where appropriate. Maintain an accurate and up-to-date customer database, resolving any inconsistencies. Collaborate with other departments to resolve issues and drive process improvements. Support the development and implementation of new processes and systems. Assist with ad-hoc analysis and special projects, as needed. Requirements Bachelor's degree in Finance, Accounting, or related field. Minimum 3 years of relevant experience in financial analysis or similar role. Strong proficiency in Microsoft Excel; experience with financial modeling is a plus. Familiarity with accounting principles and financial management. Excellent analytical, quantitative, and problem-solving skills. Effective communication skills, both written and verbal. Ability to work independently and manage multiple priorities in a dynamic environment. Attention to detail and a commitment to accuracy. Benefits 401(k) Plan Health/Dental/Vision Insurance Employee Stock Purchase Plan Company-paid Life Insurance Company-paid disability insurance Tuition Reimbursement Paid Time Off Paid Volunteer Days Paid Holidays Casual Office Attire Plus many more employee perks & incentives! We are an Equal Opportunity Employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, sexual orientation, gender identity, or national origin, age, disability status, genetic information, protected veteran status, or any other characteristic protected by law.
    $69k-95k yearly est. Auto-Apply 60d+ ago

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