Fortress Investment Group jobs in Dallas, TX - 370 jobs
Credit Product Analyst
Fortress Investment 4.9
Fortress Investment job in Dallas, TX
Dallas Credit Funds Ref # 3589 Date published 02-Jul-2025 About Fortress Fortress Investment Group LLC is a leading, highly diversified global investment manager with approximately $54 billion of assets under management as of September 30, 2025. Founded in 1998, Fortress manages assets on behalf of approximately 2,000 institutional clients and private investors worldwide across a range of credit and real estate, private equity and permanent capital investment strategies.
About Credit
Fortress's Credit business was launched in 2002 by Pete Briger. Today, the Fortress Credit team consists of over 500 professionals and is focused on investing globally, primarily in undervalued assets and distressed and illiquid credit investments. With over 100 professionals dedicated to asset management in 14 geographic locations, the Fortress Credit team also has the experience and expertise to manage and service assets with operational complexity.
Credit Products Analyst
The Credit Products Analyst will play a key role in supporting the investment and trading activities of the corporate credit team, with a focus on high-yield bonds, leveraged loans, CLOs, and other credit-related products. The ideal candidate will possess deep product knowledge and advanced data analysis skills, enabling them to deliver actionable insights and support portfolio management, trading, and risk assessment.
Key Responsibilities
* Portfolio & Trading Support
* Support trading activities with timely analysis of pricing, liquidity, and relative value across credit products.
* Prepare and maintain dashboards, track records, and performance attribution reports.
* Assist in the construction, optimization, and monitoring of credit portfolios.
* Advanced Data Analytics
* Utilize sophisticated data analysis techniques to assess portfolio risk, performance, and scenario outcomes.
* Develop and maintain models for credit risk, cash flow projections, and stress testing.
* Leverage data visualization tools to communicate complex findings to investment professionals and senior management.
* Credit Product Analysis
* Conduct in-depth analysis of high-yield bonds, leveraged loans, CLOs, and other credit instruments.
* Evaluate credit quality, structure, covenants, and market trends to identify investment opportunities and risks.
* Monitor and report on market developments, issuer performance, and sector dynamics.
* Reporting & Communication
* Prepare regular and ad hoc reports for internal and external stakeholders, including senior management and investors.
* Collaborate with IT and reporting teams to enhance data infrastructure and reporting capabilities.
* Present analysis and recommendations in a clear, concise manner.
Qualifications
* Bachelor's degree in Finance, Economics, Mathematics, or a related field; advanced degree preferred.
* 2+ years of experience in credit analysis, trading, or portfolio management, with a focus on high-yield bonds, leveraged loans, and CLOs.
* Deep understanding of credit markets, product structures, and risk factors.
* Advanced proficiency in data analytics (Excel, Python, SQL, or similar tools).
* Experience with financial modeling, scenario analysis, and data visualization (Power BI, Tableau, etc.).
* Strong attention to detail, analytical mindset, and ability to work independently.
* Excellent written and verbal communication skills.
$79k-97k yearly est. 39d ago
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Training and Project Coordinator
Berkshire Hathaway 4.8
Irving, TX job
Looking for a professional with a diverse skill-set that's eager to learn and team with the Berkshire Hathaway Automotive Professional Development Team as the Training and Project Coordinator.
This well-rounded individual will play a multitude of roles, including Event and Meeting Planner, Training Coordinator, Reporting Specialist, and Learning Management System (LMS) Administrator.
Benefits:
Paid training and development
A Berkshire Hathaway Company
Career growth opportunities
Medical, dental, and vision coverage
Paid vacation and holidays
401(k) with company match
Learning Management System Administrator Responsibilities:
Become a subject matter expert on our Learning Management System, keeping informed of system features and updates and recommending changes as applicable to improve the user experience
Provide LMS administration and functional support to include user enrollments, granting access and modifying user permissions, assigning activities, training LMS users and key management, ongoing system improvements, coordinating resolution of system issues, and assisting learners with troubleshooting issues
Create and distribute LMS reporting to provide visibility to adoption, completion status, and effectiveness of training solutions delivered, including the development of success metrics
Manage all learning content in the LMS including but not limited to; creating and uploading courses and assignments, monitoring certifications, being responsible for course change management, managing users, and designing menus and pages
Work with internal Regional Leadership and Trainers to assist with online course creation, publication, and delivery
Make recommendations for future improvements to content management, workflow processes, and user experience.
Assist with major organizational LMS learning roll-outs and projects
Provide timely and customer-centric support for technical related inquiries, including password resets
Serve as point of escalation for support issues, which may include interaction with LMS vendor and other vendor support services
Training & Event Coordinator Responsibilities:
Coordinate training and events, prepare training logistics, coordinate preparation and distribution of materials, and maintain/monitor follow up task list to ensure timely completion.
Ensure that all training rooms, equipment, catering arrangements, and other requirements are booked in advance.
Manage event planning for various corporate events.
Work with external vendors, manage budgets, have the ability to conceptualize, create and deliver on all aspects for a World-class presentation/experience.
Mange all aspects from design concept (invitations/signage/awards/floral arrangements), food/beverage, seat planning, transportation, lighting and audiovisual needs
Onsite host and point of contact for all vendors, team members and guests through event life-cycle.
Create, develop, and update professional quality training, presentations and materials; to include classroom trainings, workbooks, job aids, quick reference guides, webinars, videos, and eLearning resources and tools.
Manage training registration systems, calendars, and communications
Assist with month-end reports that are deployed across the organization
Leader in creating documents to be shared with and reviewed by team. Must be extremely proficient in excel, PowerPoint and all Microsoft Office products.
Assist
Provides general administrative support of department, as required
Qualifications (Education, Experience, Certifications, Licenses):
Associate or Bachelor's degree preferred
Project coordination or marketing experience
Proficiency in technology skills, including generating presentations, reports, viewing reporting metrics, extracting data and sharing this information with other team members in project updates
Experience administering or ability to learn a corporate Learning Management System and/or comparable data base administration
Experience with Quicksight Analytics is a plus
Fast learner with the ability to quickly grasp new concepts and technologies
Creative skillset with the ability to bring new ideas and develop training materials
Advanced organization and time management skills are a must: detail-oriented with the ability to prioritize and multi-task with excellent follow through skills
Excellent communication skills verbal (active listening), written, proofreading skills; ability to write/answer correspondence and communicate with professionalism
Proficient in Microsoft Office Products: Word, Excel, PowerPoint, and Outlook.
Must possess the ability to exercise good judgment and decision-making skills, the ability to take initiative (assertive and confident)
Professional presence with the ability to build credibility and optimize interactions by adapting own personal style to engage a wide range of personalities. Collaborate with colleagues and senior leadership and clients, both internal and external
Extremely flexible: must be able to constantly prioritize/reassess multi-functional position
This role is not remote and the selected candidate must be willing to work in person, out of the Dallas, Texas office
Who We Are: Berkshire Hathaway Automotive is one of the largest dealership groups in America, with over 100 franchises in 10 states, including Arizona, California, Florida, Georgia, Illinois, Indiana, Missouri, Nebraska, New Mexico and Texas. Berkshire Hathaway Automotive sets the industry standard for operational excellence, financial performance and an unmatched customer experience within franchised automobile dealerships. Using extensive experience, innovative strategies and technological expertise, Berkshire Hathaway Automotive works to assure its affiliated dealerships obtain and maintain position as leaders and trendsetters in the automotive field. The company focuses on building resilient and adaptive business models that cultivate engaged, strong and proactive leadership.
Click Here to learn more about who we are as an employer.
Good things are happening at Berkshire Hathaway GUARD Insurance Companies. We provide Property & Casualty insurance products and services through a nationwide network of independent agents and brokers. Our companies are all rated A+ “Superior” by AM Best (the leading independent insurance rating organization) and ultimately owned by Warren Buffett's Berkshire Hathaway group - one of the financially strongest organizations in the world! Headquartered in Wilkes-Barre, PA, we employ over 1,000 individuals (and growing) and have offices across the country. Our vision is to be a leading small business insurance provider nationwide.
Founded upon an exceptional culture and led by a collaborative and inclusive management team, our company's success is grounded in our core values: accountability, service, integrity, empowerment, and diversity. We are always in search of talented individuals to join our team and embark on an exciting career path!
Benefits:
We are an equal opportunity employer that strives to maintain a work environment that is welcoming and enriching for all. You'll be surprised by all we have to offer!
Competitive compensation
Healthcare benefits package that begins on first day of employment
401K retirement plan with company match
Enjoy generous paid time off to support your work-life balance plus 9 ½ paid holidays
Up to 6 weeks of parental and bonding leave
Hybrid work schedule (3 days in the office, 2 days from home)
Longevity awards (every 5 years of employment, receive a generous monetary award to be used toward a vacation)
Tuition reimbursement after 6 months of employment
Numerous opportunities for continued training and career advancement
And much more!
Responsibilities
Berkshire Hathaway GUARD Insurance Companies is seeking a Trucking Claims Specialist to join our P&C Claims Casualty team. This role will report to the AVP of Claims and is responsible for investigating and resolving commercial auto liability and physical damage claims, with a focus on trucking exposures. The ideal candidate will bring strong analytical skills, sound judgment, and a commitment to delivering high-quality claims service.
Key Responsibilities
Investigate and resolve commercial auto liability and physical damage claims involving trucking exposures.
Review and interpret policy language to determine coverage and consult with coverage counsel when needed.
Manage a caseload of moderate to high complexity and exposure, applying effective resolution strategies.
Communicate with insureds, claimants, attorneys, body shops, and law enforcement to gather relevant information.
Collaborate with defense counsel and vendors to support litigation strategy and recovery efforts.
Ensure claims are handled accurately, efficiently, and in alignment with service and regulatory standards.
Participate in file reviews, team meetings, and ongoing training to support continuous learning.
Qualifications
Minimum of 3 years of trucking industry experience.
Experience with bodily injury and/or cargo exposures.
Familiarity with trucking operations, FMCSA/DOT regulations, and multi-jurisdictional claims practices.
Strong analytical and negotiation skills, with the ability to manage multiple priorities.
Proven ability to manage sensitive and high-stakes situations with accuracy and professionalism.
Possession of applicable state adjuster licenses.
Juris Doctor (JD) preferred; alternatively, a bachelor's degree or equivalent experience in insurance, risk management, or a related field.
$28k-33k yearly est. Auto-Apply 12d ago
Claims Professional Trainee
Berkshire Hathaway 4.8
Plano, TX job
WHAT WE'RE LOOKING FORAre you searching for a unique opportunity that offers exceptional training and career growth with a dynamic and growing organization? Are you a Spanish speaker looking to apply those skills in a professional environment? Berkshire Hathaway Homestate Companies is searching for bright individuals looking to begin a challenging, yet rewarding career path as a Workers' Compensation Claims Adjuster.
Upon successful completion of the Claims Training program, the Claims Adjuster Trainee will be responsible for management of a caseload of workers compensation claims from inception to resolution. Responsibilities include initial investigation and analysis, strategic planning, management of medical care and legal process, and client relations. This individual will continue to build on claims knowledge and claims will increase in number and complexity. RESPONSIBILITIES
Completes classroom training introducing workers' compensation claims handling strategies, medical terminology, and legal concepts.
Learns skills such as investigative and persuasive communication, negotiation, decision-making, and strategic planning. Learns to review and interpret medical records.
Conducts and directs the investigation of reported claims to determine coverage, compensability and severity and to gather all other relevant information, including making three-point contact telephone calls.
Calculates appropriate reserves for each claim and ensures that reserves are adjusted as needed per authority guidelines.
Develops and updates a plan of action for the successful resolution of each claim.
Assigns appropriate tasks to a Claims Assistant and/or Claims Clerical Assistant and ensures they are performed correctly and efficiently.
Reduces fraud through early identification and escalation.
Communicates effectively with individuals outside the company, including clients, medical providers, and injured workers.
Prepares timely and accurate settlement recommendations (within designated authority parameters) and effectively negotiates the settlement of claims.
Ensures that the actions of all other professionals involved in managing a claim, including attorneys, nurse case managers, and investigators, are coordinated to achieve a successful resolution of the claim.
WHAT YOU'D BRING TO THE ROLE
Minimum of High School Diploma or equivalent certificate required; Bachelor's degree from four-year college or university is preferred
Ability to communicate effectively verbally and in writing; Spanish Fluency ability preferred
Exceptional interpersonal and customer service skills
Ability to manage and prioritize multiple assignments in a fast-paced environment
Strong organization skills to ensure tasks are completed within hard deadlines
Basic mathematical skills to calculate monetary reserves
To perform this job successfully, an individual should be proficient in the Microsoft Office Suite of applications and be proficient, or able to become proficient, on applicable databases, systems, and vendor software programs.
WHY YOU SHOULD APPLY
Unparalleled financial strength and stability
Fantastic growth and advancement opportunities
WFH Hybrid schedule
Generous Paid Time Off and Holidays
Excellent Benefits (Medical, Dental, Vision, 401k, etc)
Health and Wellness Reimbursement
Tuition Assistance Reimbursement
Discounts across companies such as GEICO, See's Candies, etc.
$30k-37k yearly est. Auto-Apply 60d+ ago
Professional, Portfolio Analyst/Associate
KKR & Co. Inc. 5.0
Dallas, TX job
KKR is a leading global investment firm that offers alternative asset management as well as capital markets and insurance solutions. KKR aims to generate attractive investment returns by following a patient and disciplined investment approach, employing world-class people, and supporting growth in its portfolio companies and communities. KKR sponsors investment funds that invest in private equity, credit and real assets and has strategic partners that manage hedge funds. KKR's insurance subsidiaries offer retirement, life and reinsurance products under the management of Global Atlantic Financial Group. References to KKR's investments may include the activities of its sponsored funds and insurance subsidiaries.
POSITION OVERVIEW
K-Star is seeking an intelligent, analytical, and proactive Portfolio Analyst/Associate to join the team. The Analyst/Associate will be responsible for the oversight and reporting on a portfolio of loans secured by stabilized, light transitional and construction projects located throughout the United States. The qualified candidate will also be expected to participate in special projects and assignments related to the growth of the platform. With a goal of process development and execution, this candidate must be an exceptional communicator and have the ability to build strong partnerships across the various KKR businesses, including the Firm's real estate credit originations, legal, finance, and asset management teams.
ROLE AND RESPONSIBILITIES
* Monitor portfolio performance for potential adverse credit issues and trend analyses
* Review and analyze monthly and/or quarterly financial statements and rent rolls with comparison against underwriting and budgets
* Monitor national, regional and local market dynamics to assess tenant credit risks and concentrations
* Interpret complex loan documents to confirm and track satisfaction of relevant loan terms and covenants
* Prepare and review asset performance reports to company management and other investor parties
* Evaluate and review draw requests, lease approvals, loan modifications and various other borrower requests and periodic underwriting of collateral
* Work closely with the Asset Management and Investment teams on relationship management of transaction sponsor
* Manage special projects, including implementation of new technologies to support K-Star's platform
* Travel on an as needed basis
QUALIFICATIONS
* Bachelor's degree or equivalent experience preferably in a related course of study
* 1-4 years of work experience in commercial real estate preferred
* Fundamental knowledge of commercial real estate, fixed income, and general financial concepts
* Superior analytical and financial modeling skills
* Excellent organizational, verbal, and communication skills
* Exceptional attention to detail and thoroughness is required to ensure accuracy in all data and work product
* High proficiency with Microsoft Excel, Word, PowerPoint and Outlook
* Argus, construction loan or development experience a plus
* Team player with collaborative and strong relationship building skills with the ability to work independently in a way that reflects the company's culture and core values
* Skilled at developing and maintaining personal, social and business relationships representing K-Star and KKR in a professional manner
KKR is an equal opportunity employer. Individuals seeking employment are considered without regard to race, color, religion, national origin, age, sex, marital status, ancestry, physical or mental disability, veteran status, sexual orientation, or any other category protected by applicable law.
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Corporate Planning & Management (CPM)
Corporate Insurance & Advisory - Global Insurance Claims Manager
Vice President | Dallas, Texas
The Corporate Insurance & Advisory (Corporate Insurance) at Goldman Sachs is responsible for managing property, casualty, and management liability insurance needs of the Firm and its various investing businesses. Primary responsibilities include mapping operational risk to insurance solutions, administration of insurance programs, insurance diligence, advisory and claims management.
We are seeking an experienced global insurance risk manager to lead and manage our company's global claims program, The successful candidate will be responsible for overseeing all aspects of the claims process, from initial reporting to final resolution, across multiple jurisdictions and lines of business. This role requires a deep understanding of global insurance markets, strong negotiation skills, and a proven ability to develop and implement effective claims strategies that minimize financial exposure and protect the company's assets.
Key Responsibilities
Claims Management
Oversee the end-to-end claims process for all global insurance policies, including but not limited to, property, casualty, professional liability, and specialty lines.
Manage and direct the work of a team of claims professionals, both in-house and third-party administrators (TPAs).
Ensure all claims are handled in a timely, efficient, and cost-effective manner, in accordance with policy terms and conditions and regulatory requirements.
Develop and maintain strong relationships with insurers, brokers, legal counsel, and other external partners.
Strategy and Risk Mitigation:
Develop and implement a comprehensive global claims strategy that aligns with the company's overall risk management objectives.
Analyze claims data to identify trends, root causes, and areas for improvement.
Provide strategic advice and guidance to leadership on claims-related matters, including potential liabilities and risk mitigation strategies.
Collaborate with the legal and risk management teams to develop and refine internal policies and procedures related to claims handling and litigation.
Reporting and Analysis:
Prepare and present reporting to senior management on the status of global claims, including key metrics, financial exposure, and future projections.
Conduct in-depth analysis of claims data to support decision-making and identify opportunities for cost savings.
Manage claims reserves and ensure they are adequate and accurately reflect the company's potential liabilities.
Training and Development:
Provide training and support to internal stakeholders on claims-related matters, including claims reporting procedures and best practices.
Mentor and develop team members to enhance their skills and professional growth.
Qualifications:
Bachelor's degree in a related field (e.g., Business, Finance, Insurance). A Master's degree or professional designation (e.g., CPCU, AIC, ARM) is a plus.
Minimum of 15+ years of experience in claims management, with at least 5+ years in global or multinational programs.
Proven track record of successfully managing complex claims across multiple jurisdictions and lines of business.
Deep knowledge of insurance markets, policy forms, and legal frameworks.
Excellent negotiation, communication, and interpersonal skills.
Strong analytical and problem-solving abilities.
Ability to work effectively in a fast-paced, dynamic environment.
Experience with claims management software and systems.
Experience in real estate, commodities and/or financial institutions a plus
The Goldman Sachs Group, Inc. is a leading global investment banking, securities and investment management firm that provides a wide range of financial services to a substantial and diversified client base that includes corporations, financial institutions, governments, and individuals. Founded in 1869, the firm is headquartered in New York and maintains offices in all major financial centers around the world. We commit people, capital and ideas to help our clients, shareholders and the communities we serve to grow. Our people are our greatest asset - we say it often and with good reason. It is only with the determination and dedication of our people that we can serve our clients, generate long-term value for our shareholders and contribute to the broader public. We take pride in supporting each colleague both professionally and personally. From collaborative workspaces and ergonomic services to wellbeing and resilience offerings, we offer our people the flexibility and support they need to reach their goals in and outside the office
INTERNAL AUDIT
In Internal Audit, we ensure that Goldman Sachs maintains effective controls by assessing the reliability of financial reports, monitoring the firm's compliance with laws and regulations, and advising management on developing smart control solutions. Our group has unique insight on the financial industry and its products and operations. We're looking for detail-oriented team players who have an interest in financial markets and want to gain insight into the firm's operations and control processes.
WHAT WE LOOK FOR
Goldman Sachs Internal Auditors demonstrate strong risk and control mindsets, analytical, exercise professional skepticism and are able to challenge and discuss effectively with management on risks and control measures. We look for individuals who enjoy learning about audit, businesses and functions, have innovative and creative mindsets to adopt analytical techniques to enhance audit techniques, building relationships and are able to evolve and thrive in teamwork and in a fast-paced global environment.
YOUR IMPACT
As the third line of defense, Internal Audit's mission is to independently assess the firm's internal control structure, including the firm's governance processes and controls, and risk management and capital and anti-financial crime frameworks, raise awareness of control risk and monitor the implementation of management's control measures. In doing so, internal Audit:
• Communicates and reports on the effectiveness of the firm's governance, risk management and controls that mitigate current and evolving risk
• Raise awareness of control risk
• Assesses the firm's control culture and conduct risks
• Monitors management's implementation of control measures
Goldman Sachs Internal Audit comprises individuals from diverse backgrounds including chartered accountants, developers, risk management professionals, cybersecurity professionals, and data scientists. We are organized into global teams comprising business and technology auditors to cover all the firm's businesses and functions, including securities, investment banking, consumer and investment management, risk management, finance, cyber-security and technology risk, and engineering.
RESPONSIBILITIES
Develop and maintain an in-depth understanding of consumer banking business areas, its products, and supporting functions
Assist in every step of an audit including scoping, planning, fieldwork and reporting
Execute audit testing and supervise junior team members to ensure audit fieldwork is focused on the right areas and documentation meets high quality standards
Identify risks, assess mitigating controls, and make recommendations on improving the control environment
Prepare commercially effective audit conclusions and findings, and present to IA senior management and business clients
Follow-up on open audit issues and their resolution
Assist in the audit team's continuous monitoring effort to cover market and regulatory events, business and technology updates and audit/reviews completed
Participate in department-wide initiatives aimed at continually improving IA's processes and supporting infrastructure
SKILLS AND RELEVANT EXPERIENCE
Team-oriented with a strong sense of ownership and accountability
Strong leadership, interpersonal, and relationship management skills
Strong verbal and written communication skills
Highly motivated with the ability to multi-task and remain organized in a fast-paced environment
Solid analytical skills
3+ years of experience in a public accounting, internal audit, or a related control function in retail banking or consumer lending product (e.g., open-end and closed-end credit) environment
4-year degree in a finance, accounting, or quantitative discipline, and ideally a graduate degree in a related subject
Relevant certification or industry accreditation (e.g., CPA, CFA, CIA, CAMS, FRM) is a plus
Experience with Data Analytics is a plus
In-depth technical knowledge of relevant product areas (e.g. consumer banking products and consumer compliance)
Experience in managing integrated business and technology audit engagements and/or projects
TRANSACTION BANKING (TxB)
We aim to build a modern and digital-first transaction banking solution to serve our clients. Our business combines the strength, heritage, and expertise of a 150-year-old firm with the agility and entrepreneurial spirit of a tech start-up. Our goal is to provide a best-in-class digital product that helps clients to succeed by giving them a holistic view of their business. Through the use of modern technology built on the cloud, we are the alternative to legacy platforms.
We provide our clients a simple, intuitive, secure, and frictionless experience for domestic, cross-border and cross-currency payments. Simplifying payments, making it just as easy to pay someone across the globe as it is to pay someone around the corner. We're a team of diverse experts helping our clients to build the future of their Treasury.
Role Summary
We are seeking a motivated and detail-oriented Analyst to join TxB Credit Risk team, as part of the broader TxB global first line of defense risk team. This role will focus on activities related to the extension of payment settlement lines to TxB clients, to support the client's overall payment and liquidity management activities.
The ideal candidate will possess a foundational understanding of credit risk principles and a strong interest in leveraging technology to enhance risk management processes.
Responsibilities
Credit Review: Assist in the review of credit line requests, including evaluating credit worthiness of clients and calibration of appropriate line size in alignment with risk appetite
Credit Monitoring: Assist in timely monitoring, reporting and escalation of intraday exposures and any potential overnight overdrafts / breaches
Reporting: Prepare and distribute periodic and ad-hoc reports on intraday credit exposures, limit utilization, and potential risk events
Data Analysis: Analyze transaction data and credit metrics to identify trends and anomalies that may indicate heightened credit risk
Documentation: Assist in the development and maintenance of credit risk policies, procedures, and documentation
Collaboration: Partner with client coverage, operations, and technology teams to troubleshoot data issues, streamline reporting processes, and optimize risk management tools for enhanced performance
Technology Adoption: Contribute to the evaluation, development, and implementation of new digital solutions and tools to streamline workflows and improve the overall efficiency of risk management processes
Qualifications:
Bachelor's degree in finance, economics, or a related quantitative field
1-3 years of experience in a credit risk or related role, preferably within transaction banking or payments
Basic understanding of credit risk principles, including exposure measurement, limit management, and risk mitigation techniques
Familiarity with transaction banking products and services, such as payments and cash management
Strong analytical and problem-solving skills, with the ability to interpret data and identify trends
Proficiency in Microsoft Excel and other data analysis tools.
Excellent communication and interpersonal skills, with the ability to collaborate effectively with cross-functional teams.
Skills:
Credit Risk Analysis
Data Analysis
Reporting
Transaction Banking
Regulatory Compliance
Communication
Problem Solving
Microsoft Office - Excel and PowerPoint
$60k-82k yearly est. Auto-Apply 60d+ ago
Complex Liability Adjuster
Berkshire Hathaway 4.8
Plano, TX job
Good things are happening at Berkshire Hathaway GUARD Insurance Companies. We provide Property & Casualty insurance products and services through a nationwide network of independent agents and brokers. Our companies are all rated A+ “Superior” by AM Best (the leading independent insurance rating organization) and ultimately owned by Warren Buffett's Berkshire Hathaway group - one of the financially strongest organizations in the world! Headquartered in Wilkes-Barre, PA, we employ over 1,000 individuals (and growing) and have offices across the country. Our vision is to be a leading small business insurance provider nationwide.
Founded upon an exceptional culture and led by a collaborative and inclusive management team, our company's success is grounded in our core values: accountability, service, integrity, empowerment, and diversity. We are always in search of talented individuals to join our team and embark on an exciting career path!
Benefits:
We are an equal opportunity employer that strives to maintain a work environment that is welcoming and enriching for all. You'll be surprised by all we have to offer!
Competitive compensation
Healthcare benefits package that begins on first day of employment
401K retirement plan with company match
Enjoy generous paid time off to support your work-life balance plus 9 ½ paid holidays
Up to 6 weeks of parental and bonding leave
Hybrid work schedule (3 days in the office, 2 days from home)
Longevity awards (every 5 years of employment, receive a generous monetary award to be used toward a vacation)
Tuition reimbursement after 6 months of employment
Numerous opportunities for continued training and career advancement
And much more!
Responsibilities
Are you an experienced professional with a sharp eye for detail and a strong background in litigation? Join our team as a Liability Adjuster, where you'll play a crucial role in managing Complex commercial general liability claims with precision and expertise.
Key Responsibilities:
Conduct thorough investigations of losses, identifying coverage issues and ensuring accurate assessments.
Review and analyze evidence, reports, and medical records to establish damages and reserves.
Process payments efficiently, ensuring timely resolution of claims.
Interview insureds, claimants, and witnesses to gather essential information and build strong cases.
Collaborate with legal teams to navigate complex litigation processes and defend our insureds effectively.
Qualifications
Juris Doctor (JD) degree preferred or Bachelor's degree with prior experience adjusting liability claims and a proven track record in litigation.
Licensing: Active TX All Lines License, or willingness to obtain one at company's expense.
Exceptional written and verbal communication skills.
Strong organizational and computer skills.
Excellent time management skills with the ability to prioritize tasks effectively.
The Goldman Sachs Group, Inc. is a leading global investment banking, securities and investment management firm that provides a wide range of financial services to a substantial and diversified client base that includes corporations, financial institutions, governments, and individuals. Founded in 1869, the firm is headquartered in New York and maintains offices in all major financial centers around the world. We commit people, capital and ideas to help our clients, shareholders and the communities we serve to grow. Our people are our greatest asset - we say it often and with good reason. It is only with the determination and dedication of our people that we can serve our clients, generate long-term value for our shareholders and contribute to the broader public. We take pride in supporting each colleague both professionally and personally. From collaborative workspaces and ergonomic services to wellbeing and resilience offerings, we offer our people the flexibility and support they need to reach their goals in and outside the office
INTERNAL AUDIT
In Internal Audit, we ensure that Goldman Sachs maintains effective controls by assessing the reliability of financial reports, monitoring the firm's compliance with laws and regulations, and advising management on developing smart control solutions. Our group has unique insight on the financial industry and its products and operations. We're looking for detail-oriented team players who have an interest in financial markets and want to gain insight into the firm's operations and control processes.
WHAT WE LOOK FOR
Goldman Sachs Internal Auditors demonstrate strong risk and control mindsets, analytical, exercise professional skepticism and are able to challenge and discuss effectively with management on risks and control measures. We look for individuals who enjoy learning about audit, businesses and functions, have innovative and creative mindsets to adopt analytical techniques to enhance audit techniques, building relationships and are able to evolve and thrive in teamwork and in a fast-paced global environment.
YOUR IMPACT
As the third line of defense, Internal Audit's mission is to independently assess the firm's internal control structure, including the firm's governance processes and controls, and risk management and capital and anti-financial crime frameworks, raise awareness of control risk and monitor the implementation of management's control measures. In doing so, internal Audit:
• Communicates and reports on the effectiveness of the firm's governance, risk management and controls that mitigate current and evolving risk
• Raise awareness of control risk
• Assesses the firm's control culture and conduct risks
• Monitors management's implementation of control measures
Goldman Sachs Internal Audit comprises individuals from diverse backgrounds including chartered accountants, developers, risk management professionals, cybersecurity professionals, and data scientists. We are organized into global teams comprising business and technology auditors to cover all the firm's businesses and functions, including securities, investment banking, consumer and investment management, risk management, finance, cyber-security and technology risk, and engineering.
RESPONSIBILITIES
Develop and maintain an in-depth understanding of consumer banking business areas, its products, and supporting functions
Assist in every step of an audit including scoping, planning, fieldwork and reporting
Execute audit testing and supervise junior team members to ensure audit fieldwork is focused on the right areas and documentation meets high quality standards
Identify risks, assess mitigating controls, and make recommendations on improving the control environment
Prepare commercially effective audit conclusions and findings, and present to IA senior management and business clients
Follow-up on open audit issues and their resolution
Assist in the audit team's continuous monitoring effort to cover market and regulatory events, business and technology updates and audit/reviews completed
Participate in department-wide initiatives aimed at continually improving IA's processes and supporting infrastructure
SKILLS AND RELEVANT EXPERIENCE
Team-oriented with a strong sense of ownership and accountability
Strong leadership, interpersonal, and relationship management skills
Strong verbal and written communication skills
Highly motivated with the ability to multi-task and remain organized in a fast-paced environment
Solid analytical skills
3+ years of experience in a public accounting, internal audit, or a related control function in retail banking or consumer lending product (e.g., open-end and closed-end credit) environment
4-year degree in a finance, accounting, or quantitative discipline, and ideally a graduate degree in a related subject
Relevant certification or industry accreditation (e.g., CPA, CFA, CIA, CAMS, FRM) is a plus
Experience with Data Analytics is a plus
In-depth technical knowledge of relevant product areas (e.g. consumer banking products and consumer compliance)
Experience in managing integrated business and technology audit engagements and/or projects
At Goldman Sachs, the Global Banking & Markets (GBM) Division's core value is building strong relationships with its institutional clients, which include corporations, financial service providers, and fund managers. The Division helps clients buy and sell financial products on exchanges around the world, raise funding, and manage risk. We are seeking an experienced Analyst or Associate to join the Conduct Risk Management team in Dallas.
The Conduct Risk Management team is a 1st line of defense team responsible for a new suite of analytical and investigation capabilities aimed at early detection and escalation of potential unauthorized trading, by inspecting control exceptions and anomalous activity patterns across the trade lifecycle. Additionally, the team performs analysis, monitoring, and reporting of key Market Conduct and Employee Conduct controls to ensure compliance with various regulatory and supervisory requirements. The team leads initiatives in close partnership with multiple business unit teams across the Global Markets Division (GMD) to implement high quality BI solutions and Data Analytics to meet these business goals
The ideal candidate will have trade lifecycle experience, experience working across a diverse group of stakeholders, driving process improvements, and managing projects. The candidate should also have the aptitude to leverage data and technology to drive change, and demonstrate excellent communication, presentation, organizational, and interpersonal skills.
Primary Responsibilities
* Collaborate with various subject matter experts and data engineers to generate and present concise business insights and control solutions to help make data driven decisions.
* Gain a comprehensive understanding of the trade lifecycle, including pre trade, point of trade, and post trade to enrich your ability to analyze data for investigation.
* Leverage your innovative, problem solving, and data analytical skills to connect data across GBM, creating best in class analytical capabilities.
* Work closely with and support senior divisional leadership to centralize and streamline select risk and controls processes for the GBM Division
* Continuous enhancements to trade based pattern analysis to improve supervisory controls and transparency; building or enhancing a set of complex controls solutions with GBM, Operations, Engineering, and federation stakeholders.
* Understand strategic plans, commercial drivers, process and technical architecture to influence, design and develop solutions that align with business objectives
* Develop management reporting, reporting dashboards, and strategic tools to provide transparency on operational risks and management metrics
Qualifications
* Bachelor's degree; major in Economics, Finance, Accounting, or STEM fields preferred but not required
* 1-5 years' experience in Trading support (Operations, Controllers, Market Risk)
* Project management and process implementation / improvement experience
* Advanced data analytics
* Excellent written and verbal communication skills
* Strong attention to detail
Preferred Qualifications
* Experience using BI tools to transform large data sets and create business reports
* Ability to identify and articulate complex issues to a diverse group of stakeholders, propose solutions and escalate appropriately
* Commercial focus, team player, problem solver, committed to take initiative and action to pursue goals and complete tasks
* Capital Markets knowledge
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: *********************************************************************
The Goldman Sachs Group, Inc., 2025. All rights reserved.
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.
You're the brains behind our work.
Citi's Commercial Bank (“CCB”) is looking for Summer Analysts to join our team. Our Commercial Banking division works with businesses with annual sales ranging from $10 million to more than $3 billion. Our Commercial Banking Team works to find ways for our clients to maximize their growth while taking full advantage of Citi's banking products. That means knowing all about our deposit and lending, as well as our cash management, trade, FX (foreign exchange) and capital markets solutions. The Summer Analyst Program strives to bring in the best and brightest talent and support them as they develop into the next generation of commercial banking leaders globally.
Your time here will look something like this...
The 10-week Summer Analyst Program starts in June and begins with in-depth training. People learn differently, so we combine formal training with a complete hands-on experience to help you quickly ramp up and adapt to your role and the culture at Citi. There will be ongoing sales, credit, product, technology, and professional skills training throughout the program along with a robust junior and senior mentorship structure to help you develop professionally.
By the conclusion of the Program, you can expect to have thorough experience with and a strong understanding of:
The CCB target market, value proposition, and client coverage model
How bankers interact with clients and identify their needs
The various credit product types and how these solutions best fit client needs
The commercial loan underwriting process, including loan structuring and documentation
The end-to-end credit process including new origination of credit and the monitoring of a credit portfolio
Engaging with clients, prospects, and centers of influence
Citi credit and regulatory policies and procedures
We provide you with the knowledge and skills you need to succeed.
You will join a Coverage team for the duration of the Program, working directly with Relationship Managers on a portfolio of clients and interfacing with teams across the firm. The role of Coverage team members is to serve as a thought partner to our clients, working closely with them to deliver the full breadth of Citi's solutions to help them fund their operations and expand both locally and overseas.
Analysts play a critical role in meeting the needs of our clients and prospects, including:
Conducting company research and industry analysis
Analyzing financial data and performing financial modeling focused on company valuations, discounted cash flow analysis, and pro-forma analyses
Supporting the commercial lending process, which includes secured and unsecured revolving lines of credit, term loans, syndicated loans, leveraged loans, cross-border loans approved locally and extended overseas through the CCB's global network of 26 countries
Taking ownership of the client experience, including partnering with Bankers and Product teams to determine which products to leverage in order to help clients achieve their goals
Playing a role in deal management and client presentation preparation, including creating business development presentations, pitch books, prospect memos, and other client-related decks
Interacting with partners across the firm, including product, credit risk, in-business controls, legal, marketing, operations, risk, compliance, and technology teams
We want to hear from you if:
You are a dynamic individual who is passionate about partnering with stakeholders to achieve goals
You have strong analytical and problem-solving skills
You are majoring in Finance or Accounting, or have experience in Financial Services through clubs or internships
You are on track to graduate with a bachelor's degree in winter 2027 or spring 2028
You have obtained a preferred GPA of 3.5 or above
You are a proficient user of MS Word, Access, Excel, and PowerPoint
You will not require sponsorship for U.S. Work Authorization now or anytime in the future
Annual Salary $100,000
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Job Family Group:
Management Development Programs
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Job Family:
Intern
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Time Type:
Full time
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Primary Location:
DallasTexas United States
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Primary Location Full Time Salary Range:
$95,000.00 - $130,000.00
In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.
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Most Relevant Skills
Please see the requirements listed above.
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Other Relevant Skills
For complementary skills, please see above and/or contact the recruiter.
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Anticipated Posting Close Date:
Jan 12, 2026
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Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.
If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi.
View Citi's EEO Policy Statement and the Know Your Rights poster.
INTERNAL AUDIT In Internal Audit, we ensure that Goldman Sachs maintains effective controls by assessing the reliability of financial reports, monitoring the firm's compliance with laws and regulations, and advising management on developing smart control solutions. Our group has unique insight on the financial industry and its products and operations. We're looking for detail-oriented team players who have an interest in financial markets and want to gain insight into the firm's operations and control processes.
WHAT WE LOOK FOR
Goldman Sachs Internal Auditors demonstrate strong risk and control mindsets, analytical, exercise professional skepticism and are able to challenge and discuss effectively with management on risks and control measures. We look for individuals who enjoy learning about audit, businesses and functions, have innovative and creative mindsets to adopt analytical techniques to enhance audit techniques, building relationships and are able to evolve and thrive in teamwork and in a fast-paced global environment.
YOUR IMPACT
As the third line of defense, Internal Audit's mission is to independently assess the firm's internal control structure, including the firm's governance processes and controls, and risk management and capital and anti-financial crime frameworks, raise awareness of control risk and monitor the implementation of management's control measures. In doing so, internal Audit:
* Communicates and reports on the effectiveness of the firm's governance, risk management and controls that mitigate current and evolving risk
* Raise awareness of control risk
* Assesses the firm's control culture and conduct risks
* Monitors management's implementation of control measures
Goldman Sachs Internal Audit comprises individuals from diverse backgrounds including chartered accountants, developers, risk management professionals, cybersecurity professionals, and data scientists. We are organized into global teams comprising business and technology auditors to cover all the firm's businesses and functions, including securities, investment banking, consumer and investment management, risk management, finance, cyber-security and technology risk, and engineering.
RESPONSIBILITIES
* Develop and maintain a good understanding of business areas, its products, and supporting functions
* Plan and execute audit testing to ensure audit fieldwork is focused on the right areas and documentation meets high quality standards
* Identify risks, assess mitigating controls, and make recommendations on improving the control environment
* Prepare commercially effective audit conclusions and findings, and present to IA senior management and business stakeholders
* Follow-up on open audit issues and their resolution
SKILLS AND RELEVANT EXPERIENCE
* 3+ years of experience in internal audit, a risk management role, or an independent validation function within the financial services industry or Big 4 risk advisory
* 4-year degree in a finance, accounting, risk management or quantitative discipline, and ideally a graduate degree in a related subject
* Relevant certification or industry accreditation (e.g., CPA, CFA, CIA) is a plus
* Liquidity Risk and funding experience
* Knowledge of controls surrounding risk governance, risk measurement, Board and regulatory risk reporting
* Team-oriented with a strong sense of ownership and accountability
* Strong interpersonal, and relationship management skills
* Strong verbal and written communication skills
* Solid analytical skills
* Good technical knowledge of relevant product areas
* Highly motivated with the ability to multi-task and remain organized in a fast-paced environment
$65k-80k yearly est. Auto-Apply 60d+ ago
Associate Banker - C13 - DALLAS
Citigroup Inc. 4.6
Dallas, TX job
The Associate Banker is a strategic professional who stays abreast of developments within own field and contributes to directional strategy by considering their application in own job and the business. Recognized technical authority for an area within the business. Requires basic commercial awareness.There are typically multiple people within the business that provide the same level of subject matter expertise. Developed communication and diplomacy skills are required in order to guide, influence and convince others, in particular colleagues in other areas and external customers. Significant impact on the area through complex deliverables. Provides advice and counsel related to the technology or operations of the business. Work impacts an entire area, which eventually affects the overall performance and effectiveness of the sub-function/job family. Regularly assumes informal/formal leadership role within teams. Involved in coaching and training of new recruits.
Responsibilities:
* Provide complete service support to client, including solving complex client inquiries
* Provide day to day support to Banker on documentation such as account opening and closing, loan disbursals, etc.
* Client/prospect meetings - Organize the pre-call planning, organizing post-meeting notes, and maintain all client call records including call reports
* Assist the Banker in profiling, qualifying and converting prospects into Citi Private Bank clients.
* Assist the Banker in deepening the existing client relationship through deep-dive analysis
* Assist the Banker in the creation of sales and marketing strategies designed to generate revenue growth and to acquire new target clients, with a focus on Investments
* Assist the Banker with prospecting - conduct new client/prospect research, generate leads and develop prospects, network to identify referrals to new clients/prospects, and coordinate client events
* Provide accurate and timely revenue tracking and deal pipeline reports and other relevant information to the Banker
* Ensure appropriate documentation related to KYC/ AML from the client and ensure all aspects of client records and documentation are completed and updated
* Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.
Qualifications:
* 6-10 years of experience
* Knowledge of investments is required; banking and credit products desirable
* Ability to manage relationships both internal and external; Ability to multi-task
* FINRA Securities Licenses: Series 7 and 66 (or 63 & 65) required to obtain within 150 days of assuming the role.
Education:
* Bachelor's/University degree, Master's degree preferred
* -----------------------------------------------------
Job Family Group:
Private Client Coverage
* -----------------------------------------------------
Job Family:
Private Banker Support
* -----------------------------------------------------
Time Type:
Full time
* -----------------------------------------------------
Primary Location:
DallasTexas United States
* -----------------------------------------------------
Primary Location Full Time Salary Range:
$125,760.00 - $188,640.00
In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.
* -----------------------------------------------------
Anticipated Posting Close Date:
Feb 13, 2025
* -----------------------------------------------------
Citi is an equal opportunity and affirmative action employer.
Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Citigroup Inc. and its subsidiaries ("Citi") invite all qualified interested applicants to apply for career opportunities. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi.
View the "EEO is the Law" poster. View the EEO is the Law Supplement.
View the EEO Policy Statement.
View the Pay Transparency Posting
TRANSACTION BANKING (TxB)
We aim to build a modern and digital-first transaction banking solution to serve our clients. Our business combines the strength, heritage, and expertise of a 150-year-old firm with the agility and entrepreneurial spirit of a tech start-up. Our goal is to provide a best-in-class digital product that helps clients to succeed by giving them a holistic view of their business. Through the use of modern technology built on the cloud, we are the alternative to legacy platforms.
We provide our clients a simple, intuitive, secure, and frictionless experience for domestic, cross-border and cross-currency payments. Simplifying payments, making it just as easy to pay someone across the globe as it is to pay someone around the corner. We're a team of diverse experts helping our clients to build the future of their Treasury.
Role Summary
We are seeking a motivated and detail-oriented Analyst to join TxB Credit Risk team, as part of the broader TxB global first line of defense risk team. This role will focus on activities related to the extension of payment settlement lines to TxB clients, to support the client's overall payment and liquidity management activities.
The ideal candidate will possess a foundational understanding of credit risk principles and a strong interest in leveraging technology to enhance risk management processes.
Responsibilities
Credit Review: Assist in the review of credit line requests, including evaluating credit worthiness of clients and calibration of appropriate line size in alignment with risk appetite
Credit Monitoring: Assist in timely monitoring, reporting and escalation of intraday exposures and any potential overnight overdrafts / breaches
Reporting: Prepare and distribute periodic and ad-hoc reports on intraday credit exposures, limit utilization, and potential risk events
Data Analysis: Analyze transaction data and credit metrics to identify trends and anomalies that may indicate heightened credit risk
Documentation: Assist in the development and maintenance of credit risk policies, procedures, and documentation
Collaboration: Partner with client coverage, operations, and technology teams to troubleshoot data issues, streamline reporting processes, and optimize risk management tools for enhanced performance
Technology Adoption: Contribute to the evaluation, development, and implementation of new digital solutions and tools to streamline workflows and improve the overall efficiency of risk management processes
Qualifications:
Bachelor's degree in finance, economics, or a related quantitative field
1-3 years of experience in a credit risk or related role, preferably within transaction banking or payments
Basic understanding of credit risk principles, including exposure measurement, limit management, and risk mitigation techniques
Familiarity with transaction banking products and services, such as payments and cash management
Strong analytical and problem-solving skills, with the ability to interpret data and identify trends
Proficiency in Microsoft Excel and other data analysis tools.
Excellent communication and interpersonal skills, with the ability to collaborate effectively with cross-functional teams.
Skills:
Credit Risk Analysis
Data Analysis
Reporting
Transaction Banking
Regulatory Compliance
Communication
Problem Solving
Microsoft Office - Excel and PowerPoint
$60k-82k yearly est. Auto-Apply 60d+ ago
Real Estate Analyst
Guggenheim Partners 4.2
Frisco, TX job
Guggenheim Retail Real Estate Partners (GRREP) is seeking an experienced individual to join their team as a Real Estate Analyst. The Real Estate Analyst works with their assigned Real Estate Manager(s)/Director(s) and reports to the Senior Vice President of Real Estate. They will assist the Real Estate Managers/Directors in researching market potential, identifying & vetting prospective site acquisitions, and assisting with the overall securing of potential projects. Once sites have been identified, analysts take a primary role in sending LOIs and creating Real Estate Committee (REC) packages for internal review at GRREP, as well as creating REC client packages for external review.
This role report on site in the Frisco, TX office.
Essential Job Functions
Target and analyze markets for potential site acquisition using desktop tools including Google Maps, CoStar, and SitesUSA
Interface with Real Estate Managers/Directors regarding potential markets and provide relevant information including demographic statistics, comps, and nearby competitors
Work collaboratively with RE Managers/Directors and brokers to develop strategy for developing sites in new and existing markets
Track markets, sites, and the progress of existing projects
Assist RE Manager / Director in due diligence of sites, including requesting Site Plans from Project Managers, information from brokers, etc.
Draft and send LOIs for viable sites and assist RE Manager / Director with LOI negotiations
Take lead in Real Estate Committee (REC) package creation, distribution, and archiving for monthly meetings
Work collaboratively with brokers to create site tour packages for tours with clients
Research potential opportunities for existing client conversions, sale information on subject properties and retail expansions of competitors
Build and maintain working relationships to acquire market insights from internal and external sources, such as brokers and real estate professionals
Project tracking software support and maintenance to include site and document creation, uploads, and special report creation
Provide support to Project Management Team (Real Estate, Construction and Legal) to complete real estate transactions and put together Capital Release memos for Executive Committee
Assorted ad hoc administrative tasks such as setting up meetings, taking meeting notes, and file management
Assist Real Estate Team to create custom maps and market analysis packages for client meetings, site tours and internal meetings
Submit tax estimates for inclusion in budgetary projections for clients and draft Lease LOI's for Lender submittal
Preferred Qualifications
Able to quickly become proficient in pulling demographic reports and comps with tools like CoStar and SitesUSA, as well as using mapping software to create custom maps and aerials
Collaborative, excited by the open exchange of ideas
Excellent writing skills as well as instincts, common sense, and judgement
Keen attention to detail when preparing books for clients, REC, banks, and internal presentations
Proficient in troubleshooting computer and printer issues
Possesses good interpersonal, organizational, communication, and problem-solving skills
Proactive & solutions-oriented; innovative
Able to adapt quickly and appropriately in accordance with the constant evolution of the company and industry
Responsive to client needs with ability to work under pressure and/or time sensitive deadlines
Basic Qualifications
Completion of a bachelor's degree with preferred emphasis in Business, Finance, Economics, Real Estate or a related field
Minimum of 1-3 years of experience in the Real Estate Industry
Expertise in Microsoft Office, Outlook, PowerPoint, and Excel
Working knowledge of real estate data and analytics platforms including: Placer.ai, Sites USA, Crexi, and Land Glide
Salary
Base salaries may vary depending on factors such as location and experience.
About Us:
Guggenheim Partners is a diversified financial services firm that delivers value to its clients through two primary businesses: Guggenheim Investments, a premier global asset manager and investment advisor, and Guggenheim Securities, a leading investment banking and capital markets business. Guggenheim's professionals are based in offices around the world, and our commitment is to deliver long-term results with excellence and integrity while advancing the strategic interests of our clients.
Guggenheim is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. Learn more at GuggenheimPartners.com, and follow us on LinkedIn and Twitter @GuggenheimPtnrs."