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Fortress Investment Group jobs in Dallas, TX

- 224 jobs
  • Credit Operations Analyst

    Fortress Investment 4.9company rating

    Fortress Investment job in Dallas, TX

    Dallas Credit Funds Ref # 3641 Date published 03-Nov-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 over 2,000 institutional clients and private investors worldwide across a range of credit and real estate, private equity, and permanent capital investment strategies. About The Position Responsibilities Primary Job Functions: * Asset servicing including security master maintenance, reviewing credit agreements, monitoring and booking all investment activity, wire processing, and performing due diligence on operating partners for real estate investments. * Cash and position reconciliations * Daily interaction with custodian banks, trustees and prime brokers * Daily interaction with asset management, accounting, valuation and other areas supporting the Credit Funds business. * Support Credit Funds by tracking Investor capital, servicing fund subscription lines, paying and allocating investment related expenses Secondary Job Functions: * Provide backup to other Credit Fund Operation staff supporting wire transfers, trade settlements and other business activities of the fund * Assist in yearly audit confirmation process * Participate in various projects across the business Qualifications * 2-4 years' experience at a Financial Services firm (commercial or investment bank, asset manager etc.) * Bachelor's degree from accredited university/college * Strong working knowledge of Microsoft Office applications particularly Excel * Strong working knowledge of Wall Street Office * Experience with Real Estate Investments and Cash/Position reconciliations * Ability to work in a fast paced dynamic environment
    $64k-84k yearly est. 40d ago
  • Operations Reporting Analyst

    Berkshire Hathaway Automotive 4.8company rating

    Dallas, TX job

    Berkshire Hathaway Automotive, headquartered in Irving, Texas, is one of the largest dealership groups in the United States, boasting over $9 billion in revenue and operating 80+ independently managed dealerships across 10 states. The organization sets the benchmark for operational excellence, financial performance, and an exceptional customer experience. With a focus on innovation, resilience, and adaptive business models, Berkshire Hathaway Automotive fosters strong leadership and empowers its dealerships to remain industry leaders and trendsetters within the automotive sector. Role Description This is a full-time, on-site role for an Operations Reporting Analyst. The primary responsibilities include collecting, analyzing, and interpreting data to generate actionable insights that support business decisions. The analyst will develop and maintain reports, dashboards, and metrics, leveraging data analytics to monitor operational performance. Additional tasks include collaborating with cross-functional teams to identify opportunities for operational improvement, presenting findings to stakeholders, and ensuring the accuracy and reliability of reporting processes. Qualifications Strong Analytical Skills, Reporting & Analysis capabilities, and attention to detail Proficiency in Data Analytics and tools used for data interpretation and visualization Background in Finance and solid understanding of financial metrics and reporting Excellent Communication skills for presenting findings and collaborating with teams Proficiency in software such as Microsoft Excel, Hyperion, Tableau, or similar platforms Ability to manage multiple tasks and prioritize in a fast-paced environment Bachelor's degree in Business, Finance, Data Analytics, or a related field is preferred Experience in the automotive industry, along with CDK systems, is an advantage
    $66k-86k yearly est. 3d ago
  • Training and Project Coordinator

    Berkshire Hathaway 4.8company rating

    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.
    $72k-88k yearly est. Auto-Apply 60d+ ago
  • Global Banking & Markets, Capital Solutions Group, Loan Management, Whole Loan Execution Group, Collateral, Associate - Dallas

    Goldman Sachs 4.8company rating

    Dallas, TX job

    The Whole Loan Execution Group (WLEG) within the Capital Solutions Group oversees trade and warehouse funding post-settlement functions through its Document Collateral, Repurchase, and Deal Management teams. We are seeking a dedicated Collateral Management Analyst/Associate to play a pivotal role in mitigating risk for the relevant Trade and Structured Finance Desks. This position involves ensuring the secure receipt and storage of document collateral for acquired and pledged assets. Job Summary & Responsibilities Responsibilities Include: * Coordinate with custodians, servicers, counsel, and other relevant parties to ensure timely receipt, secure storage, and accurate management of document collateral for all asset types including residential and commercial mortgage loans and consumer loans and receivables in the US and Latin America. * Execute and oversee regular audits of custodian and vendor activities, ensuring strict adherence to contractual agreements, internal policies, and regulatory standards. * Identify and meticulously document non-conformances or discrepancies discovered during audits, collaborating with relevant stakeholders to implement effective corrective actions. * Collect, process, analyze, and interpret large datasets to identify trends, measure performance, and generate actionable insights for management. * Develop and execute strategic process improvement initiatives aimed at enhancing efficiency, reducing errors, and optimizing resource utilization within post-settlement operations. * Track and analyze key performance indicators (KPIs) related to post-settlement accuracy, turnaround times, and audit results, providing comprehensive performance reports to management. * Proactively manage and resolve escalations pertaining to post-settlement issues, audits, or system functionalities, ensuring prompt and effective resolution. * Ensure comprehensive and accurate documentation of audit trails, process flows, and system configurations. * Partner extensively with internal teams, including Engineering, Loan Management, and Structured Finance, to streamline workflows and resolve complex operational challenges. * Define and execute custodian and servicer audit objectives, scope, and methodology. Qualifications: * Proficiency in best practices for the secure storage, tracking, and retrieval of critical legal and financial documents that constitute collateral. This includes understanding chain of custody, imaging, and electronic and physical storage protocols. * Knowledge of the legal requirements and processes for ensuring that a lender's security interest in collateral (e.g., UCC filings, deed recordings). * Detailed understanding of the characteristics, documentation, and risks associated with different asset classes (e.g., residential mortgage, commercial mortgage, consumer loan portfolios and warehouse facilities). * The ability to articulate complex information clearly, engage in productive discussions, and present findings and recommendations to various audiences, including senior management. * Capacity to produce clear, concise, accurate, and comprehensive written materials, including audit findings, process flows, system configurations, and management reports. * Proven ability to thrive in a fast-paced, high-pressure environment, consistently meeting aggressive deadlines and project requirements with minimal supervision. * Demonstrated capacity to work autonomously, manage multiple concurrent tasks, and strategically prioritize responsibilities to achieve organizational objectives. * Exceptional organizational skills with a keen eye for detail, ensuring accuracy, integrity, and systematic management of critical data and processes. * Expert-level command of Microsoft Excel, including formulas, pivot tables, and data validation for data analysis, modeling, and reporting. 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., 2023. 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.
    $94k-169k yearly est. Auto-Apply 34d ago
  • Senior Executive Assistant

    Citi 4.6company rating

    Irving, TX job

    The Senior Executive Assistant provides support to another individual or group of individuals by handling correspondence, managing calendars and appointments, arranging conferences and conference calls, making travel arrangements and providing other administrative tasks. Responsibilities: Directly supports a C16 level manager and generally supports an entire department Manages day to day calendar(s) of senior management Coordinates all aspects of executive level manager appointments, meetings, receptions and conference calls May prepare and review materials and correspondence for meetings Assist with creation/modification of presentations, spreadsheets, and other various documents Coordinates travel arrangements; prepare and distribute schedules/agendas for travel Prepares, reconciles, and tracks expense reports through Travel and Entertainment Expense system Orders supplies and process invoices through Procure to Pay system Process and follow-up on Virtual Requests Assists in ad-hoc reports special projects as needed Trains, coaches or guides other administrative staff when required 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: Previous office administration experience preferably within a large and complex financial services or similar organization Highly proficient in Microsoft Office Consistently demonstrates clear and concise written and verbal communication skills Demonstrated ability to quickly gain command of new systems Self-motivated and detail oriented Education: Bachelor's/University degree or equivalent experience ------------------------------------------------------ Job Family Group: Business Strategy, Management & Administration ------------------------------------------------------ Job Family: Administrative Support ------------------------------------------------------ Time Type: Full time ------------------------------------------------------ Primary Location: Irving Texas United States ------------------------------------------------------ Primary Location Full Time Salary Range: $81,010.00 - $105,690.00 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. ------------------------------------------------------ Most Relevant Skills Please see the requirements listed above. ------------------------------------------------------ Other Relevant Skills For complementary skills, please see above and/or contact the recruiter. ------------------------------------------------------ Anticipated Posting Close Date: Dec 11, 2025 ------------------------------------------------------ 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.
    $81k-105.7k yearly Auto-Apply 11d ago
  • Trucking Claims Specialist

    Berkshire Hathaway 4.8company rating

    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 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 18d ago
  • Asset & Wealth Management, Private Wealth Management, Markets Coverage, Wealth Management Professional, Analyst - Dallas

    Goldman Sachs 4.8company rating

    Dallas, TX job

    YOUR IMPACT A Wealth Management Professional (WMP) will work to provide operational support to various business lines. A WMP will provide support to sales across all aspects of the trade execution life cycle, including new account onboarding, account documentation (OTCs, listed options, etc.), pre-trade suitability & setup checks, and post-trade monitoring. The role will involve working with other internal teams including operations, compliance, middle office, legal and wealth management teams. Additionally, a WMP may provide support for situations involving restricted & control stock. This may include providing Filings support for wealth management teams, relaying execution details to external Issuers for required filings, and working with internal operations and external stakeholders for share clean-up and delivery. THIS ROLE IS FOR A 2026 START. OUR IMPACT Wealth Management Across Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach their financial goals. Our advisor-led wealth management businesses provide financial planning, investment management, banking and comprehensive advice to a wide range of clients, including ultra-high net worth and high net worth individuals, as well as family offices, foundations and endowments, and corporations and their employees. Our consumer business provides digital solutions for customers to better spend, borrow, invest, and save. Across Wealth Management, our growth is driven by a relentless focus on our people, our clients and customers, and leading-edge technology, data and design. Private Wealth Management (PWM) Goldman Sachs Private Wealth Management (PWM) specializes in creating comprehensive wealth management plans for high net worth individuals and families, as well as select institutions, including foundations and endowments. PWM Teams work one-on-one with clients to advise and deliver customized strategies drawn from our deep investment experience, diverse wealth management capabilities and global reach. Our Private Wealth Advisors (PWAs) deliver an unparalleled investment platform inclusive of the full product and service offerings of Goldman Sachs and beyond, which may include tax and estate planning, philanthropic planning and private banking and lending services. As client needs evolve, this close relationship allows the team to offer complementary services and new opportunities by leveraging the resources of Goldman Sachs and beyond. Markets Coverage Group (MCG) The Markets Coverage Group (MCG) is part of Private Wealth Management within Goldman Sachs. MCG provides an institutional style coverage model, from a sales trading and research sales perspective, for wealthy sophisticated, individuals and large family office groups, as well professional, institutional investors including hedge funds and investment advisers. MCG advises its clients on investments and trades, both macro and micro, across the capital structure. A Wealth Management Professional in the Markets Coverage Group will provide support to the sales representatives in the implementation of new client accounts, trade execution and ongoing servicing of existing clients. HOW YOU WILL FULFILL YOUR POTENTIAL * Serve as primary contact to the team's clients for all account and trade servicing related issues. * Serve as resource to multiple representatives in supporting client relationships for the team. * Provide overview of client reporting and web capabilities to potential new clients. * Process and reconcile daily trading * Manage the ongoing processing of all transactions and ad hoc requests. * Serve as key liaison to other areas supporting PWM clients including operations, performance and compliance, including cross divisional operational groups. * Participate in group projects to improve quality and efficiency within the client services team * Plan and manage the new account onboarding process, including documentation and funding supported by account opening and approval teams SKILLS & EXPERIENCE WE'RE LOOKING FOR * Bachelor's Degree Required * Minimum of 1-2 years of experience * Ability to work in a fast-paced environment and think clearly under pressure * Excellent communication skills * Strong organizational skills * Team player * Detail-oriented * Knowledge of Windows technology (Outlook, Excel and Word) * SIE, Series 7 and 63 required (to be obtained within first three months of employment) 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.
    $75k-111k yearly est. Auto-Apply 52d ago
  • AWM, Marcus, Data Strategy, Associate, Dallas (Richardson)

    Goldman Sachs 4.8company rating

    Richardson, TX job

    Wealth Management Across Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach their financial goals. Our advisor-led wealth management businesses provide financial planning, investment management, banking and comprehensive advice to a wide range of clients, including ultra-high net worth and high net worth individuals, as well as family offices, foundations and endowments, and corporations and their employees. Our consumer business provides digital solutions for customers to better spend, borrow, invest, and save. Across Wealth Management, our growth is driven by a relentless focus on our people, our clients and customers, and leading-edge technology, data and design. Marcus by Goldman Sachs The firm's direct-to-consumer business, Marcus by Goldman Sachs, combines the entrepreneurial spirit of a start-up with more than 150 years of experience. Today, we serve millions of customers across multiple products, leveraging innovative design, data, engineering and other core capabilities to provide customers with powerful tools and products that are grounded in value, transparency and simplicity. JOB SUMMARY: We are seeking a highly analytical and detail-oriented Data Strategy, Associate with 3-4+ years of experience to join our dynamic team. In this role, you will help shape, implement and optimize our data strategy to drive business performance, innovation and informed decision-making. You will work cross-functionally to support data initiatives, manage data governance and leverage analytics tools to provide valuable insights for the business. This role will be for a 2026 start date. JOB DUTIES: * Collaborate with the data strategy, data engineering, analytics and product teams to define and implement key data initiatives, analytics projects and define measurement frameworks aligned with business goals and objectives * Support the migration of data assets and processes to cloud platforms like Snowflake and AWS, ensuring security, scalability ad seamless adoption * Work with business functions and cross-divisional stakeholders (e.g., technology, operations, tech risk and vendor management) to drive and track resolution of regulatory, audit, and senior management commitments, assisting with problem-solving to remove roadblocks where required. * Analyze and interpret large datasets to provide insights and recommendations that support business strategy across pricing, marketing and customer experience (website, app and contact center) * Assist in developing data governance practices, including data quality control, data stewardship and compliance with regulations * Develop processes and tools to identify and monitor data accuracy and model performance. * Build and maintain dashboards and reports for key stakeholders to monitor data trends and business metrics holistically * Utilize SQL, Python and other analytical tools to extract, process and model data to fulfill business use case requirements * Work with cross-functional teams, including data engineering, IT, finance, marketing and third party vendors to ensure data consistency and integrity * Participate in predictive modeling, machine learning (ML) and artificial intelligence (AI) initiatives to enhance business intelligence and forecasting capabilities * Monitor industry trends and advancements in data technologies and make recommendations for adoption MINIMUM EDUCATION REQUIREMENTS/DEGREE AND FIELD: Bachelor's degree (U.S. or foreign equivalent) in Data Science, Computer Science, Economics, Business, Applied Math, or a related field. MINIMUM YEARS EXPERIENCE REQUIRED: 3-4+ years of experience in in data strategy, analytics, data engineering or related roles; consumer banking preferred QUALIFICATIONS: Prior experience must include 3+ years of experience with the following: * Proficiency in SQL, Python and data visualization tools (i.e. Tableau, Power BI) * Familiarity with cloud platforms (i.e. Snowflake, AWS) and data management best practices * Prior experience in data governance, data quality and data privacy compliance * Strong analytical, problem-solving skills with a strategic mindset and attention to detail * Ability to work in fast-paced environment, managing multiple priorities and stakeholders * Excellent communication and presentation skills with the ability to translate complex data into actionable insights (i.e. understood by non-technical users) that are aligned to business objectives and commercial impact PREFERRED QUALIFICATIONS: * Prior experience developing data driven strategies and analytics solutions in a banking or retail business setting * Experience with predictive modeling, machine learning (ML), artificial intelligence (AI) or marketing mix modeling (MMM) * Knowledge of data governance frameworks and practices (i.e. GDPR, CCPA) * Competitive spirit with the ability to lead, motivate and build relationships with internal stakeholders * Strong project management skills; self-driven; ability to work independently and cross-functionally 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., 2024. 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.
    $64k-97k yearly est. Auto-Apply 46d ago
  • Business Operations | Associate | Dallas

    Goldman Sachs 4.8company rating

    Dallas, TX job

    MORE ABOUT THIS SKILLSET Transferring ownership between buyers and sellers. Monitoring books and records relating to settlement of trades. Ensuring a seamless end-to-end transaction cycle. Trade and transaction management and custody services teams across the firm embody sharp attention to detail, a risk management and analytical mindset and strong ability to problem-solve. If you apply to this skillset, you will be considered for multiple roles across the firm that require this skillset. Please note division and function examples below are representative of opportunities common for this skill-set. The list is not exhaustive, and availability of open roles is determined based on business. DIVISIONS AND JOB FUNCTIONS Operations partners with all areas of Goldman Sachs to deliver our institutional, consumer and asset management businesses and to provide a seamless experience for our clients. For every trade agreed, every new product launched or market entered, every transaction completed, it is Operations that enables business to flow. We manage and process our clients' business, including onboarding, post-trade processing and regulatory compliance. Our teams work closely across the firm to develop and deliver new products and services, while mitigating operational risk and enhancing the client experience. We drive process and technology change to scale and automate our businesses. * Asset Management Operations provides customized service to our clients and enable our business to grow the Asset Management franchise across traditional and alternative products. Our teams execute within a front to back operating model, delivering support across the client, product, and investment lifecycle. We also conduct risk oversight, provide change management, business intelligence, and market solutions for the division. * Wealth Management Operations conducts service, delivery, and processing functions for the Ultra-High Net Worth, High Net Worth, and Mass Affluent businesses. And we provide front-to-back operational support across the trade and client lifecycle. * FICC and Equities Operations provides client onboarding support, post-trade transaction services, and post-trade portfolio services for FICC and Equities. Client Experience Operations manages key client relationships to enhance the client experience front to back. We support the FICC and Equities businesses to develop and deliver new products, services, and markets. * Investment Banking Operations provides full lifecycle deal support across the Financing, Lending, and Advisory businesses. The Investment Banking Operations team is comprised of subject matter experts in onboarding, deal origination, structuring, execution, and servicing in addition to adherence to market and regulatory policies and standards. The Information Services Group manages and sources market data and research to facilitate deal solicitation, client service, and ongoing market analysis. * Corporate Treasury Operations provides payment processing, liquidity, cash management, and bank relationship management services for our institutional, retail, and corporate clients as well as firmwide flows. * Transaction Banking Operations provides end to end support for the cash management needs of our corporate and institutional clients. We enable Transaction Banking to expand its products and global footprint. Our teams execute within a front to back operating model covering the key functions of client implementation, onboarding, and servicing. In addition to managing risk, we deliver change using business intelligence and solutions used across Operations. * Regulatory & Control Operations oversees the integrity of the firm's books and records, and ensure we continue to remain compliant with global client money, regulatory and tax reporting obligations. BASIC QUALIFICATIONS * Bachelor's degree * 3-10 years of prior work experience in a relevant field. * Proficient to advanced skills with MS Office (Excel, PowerPoint, Word, Outlook) * Highly organized with exceptional attention to detail and follow-through * Strong ability to manage multiple projects with competing deadlines * Team player with positive attitude and strong work ethic * Strong communication skills (written and verbal) * Ability to work in a fast-paced environment * Ability to adapt quickly to a variety of industries and businesses * Ability to self-direct, analyze and evaluate and form independent judgments * Ability to effectively interact and build relationships with senior management and global stakeholders * Commercially savvy with ability to exercise discretion with respect to highly confidential/sensitive information * Integrity, ethical standards and sound judgment 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., 2021. 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.
    $66k-88k yearly est. Auto-Apply 60d+ ago
  • Claims Professional Trainee

    Berkshire Hathaway Homestate Companies 4.8company rating

    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
  • Risk, Market Risk, Vice President, Dallas

    Goldman Sachs 4.8company rating

    Dallas, TX job

    Vice President - Market Risk The Risk Division is responsible for independent review of market, credit, operational, model, and liquidity risk throughout the firm as well as enterprise-wide stress testing. Market Risk is a Department within the Risk Division that facilitate effective deployment of risk appetite, prudent risk management and regulatory compliance for the Firm's market risks. The group acts as a key stakeholder in ensuring that the firm's business plans are within its market risk appetite and engages directly with businesses on the review and challenge of risk management actions. The group also plays a key role in keeping the Board of Directors apprised of the firm's market risk profile. This is achieved by using a suite of risk measures, proactive application of expert judgement, and limit setting. Activities are centered on risk management and analysis, transparency and escalation of risk, supervision, and overall process improvement. KEY RESPONSIBILITIES * Ongoing review of risk measures (VaR, greeks, stress tests) and interaction with 1st line risk takers * Evaluate and challenge risk taking behavior and influence outcomes through portfolio and transaction level risk analysis taking into consideration risk appetite * Collaboration with Risk Engineering colleagues on the development of new risk measures / stress tests and improvements to existing measures * Proactive identification of emerging risks (e.g., portfolio concentrations, unhedged risks, illiquidity pockets) * Risk appetite sizing, limit and threshold setting * Connect events (e.g., macroeconomic data releases, political elections) to potential vulnerabilities * Dissemination of information and education of stakeholders through effective and timely communication and collaboration * Communication with senior management and regulators * Work collaboratively across functions to deliver on regulatory obligations QUALIFICATIONS * 7+ years of experience in market risk or portfolio management in key asset classes such as Private Equity, Private Credit, Commercial Real Estate, Mortgages, or similar role with transferable skills * Familiarity with Asset Management and Investment Committee activities, highly desirable * Strong academic record with Bachelor's degree, equivalent or above in Finance, Mathematics or a related quantitative/analytical discipline preferred * Deep understanding of financial products including their risk/reward tradeoffs * Understanding of risk management concepts and metrics * Excel, Bloomberg, Refinitiv Eikon, ability to pick up in-house systems * Ability to code beneficial * Proven problem-solving ability and control mindset * Able to analyze and challenge risk taking activities while engaging effectively with first line of defense * Desire and ability to collaborate with people from different departments and levels of seniority * Proficiency in communicating complex information and concepts in layperson terms directly with senior management and other relevant stakeholders (both written and verbal) 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., 2023. 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.
    $79k-107k yearly est. Auto-Apply 5d ago
  • AWM, Marcus by Goldman Sachs, Website Performance Marketing Strategist, Associate, Richardson, TX

    Goldman Sachs 4.8company rating

    Richardson, TX job

    ASSET & WEALTH MANAGEMENT Across Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach their financial goals. Our advisor-led wealth management businesses provide financial planning, investment management, banking and comprehensive advice to a wide range of clients, including ultra-high net worth and high net worth individuals, as well as family offices, foundations and endowments, and corporations and their employees. Our direct-to-consumer business provides digital solutions that help customers save and invest. Across Wealth Management, our growth is driven by a relentless focus on our people, our clients and customers, and leading-edge technology, data and design. MARCUS BY GOLDMAN SACHS The firm's direct-to-consumer business, Marcus by Goldman Sachs, combines the entrepreneurial spirit of a start-up with more than 150 years of experience. Today, we serve millions of customers across multiple products, leveraging innovative design, data, engineering and other core capabilities to provide customers with powerful tools and products that are grounded in value, transparency, and simplicity. RESPONSIBILITIES AND QUALIFICATIONS The Marcus US Marketing team is responsible for driving growth and end to end customer lifecycle management for millions of Marcus customers across our high yield savings and CD products. We're a data driven team that's hyper-focused on performance, measurable impact, customer insights & experience, and digital. We are also very collaborative, integrated with the business, providing strategic partnership with pricing, product, engineering, delivery / operations. Marcus is growing fast - and looking for bold thinkers and doers to help us fuel the next wave of growth. We have been very successful in our acquisition program to date, and are looking to expand our marketing program. Reporting to the Marcus public site team, the Website Performance Marketing Specialist will play a key role in Marcus's website strategy. They will be pivotal in optimizing our web performance through rigorous AB testing, effective content management, and proactive site monitoring. The ideal candidate will possess a strong understanding of A/B testing methodologies, content optimization strategies, and web analytics. They will collaborate closely with cross-functional teams, including design, development, and marketing, to drive continuous improvement in user experience and conversion rates. A key aspect of this role will also involve developing strategies for first-party data capture through valuable web interactions with prospects. This role will be for a 2026 start date. KEY RESPONSIBILITIES: Digital Site Strategy and Analysis * Closely monitor site performance analytics and identify optimization areas, maintaining a backlog of future site opportunities * Collaborate with the design team to develop new tests and hero assets that align with the overall content strategy and user experience goals. * Create regular reports of site results and ongoing initiatives Adobe Experience Management (AEM) Authoring and Content Management * Own AEM authoring responsibilities to support diverse business needs, including creating and updating website content, managing digital assets, and ensuring brand consistency across all web properties. * Maintain a deep understanding of AEM capabilities and best practices to maximize the platform's potential for content delivery and personalization. AB Testing * Own and drive the A/B testing strategy, from conception to execution and analysis. This includes maintaining a prioritized testing backlog and ensuring the testing program aligns with overall business objectives. * Build and maintain a comprehensive hypothesis list for future testing initiatives, as well as a detailed record of testing outcomes to inform future component development and site enhancements. * Ensure statistical rigor in test design and analysis, providing clear and actionable recommendations based on test results. * Work collaboratively across channels to execute site changes based on test results and learnings First-Party Data Capture * Develop and implement strategies for capturing first-party data through valuable web exchanges with prospects, such as interactive tools, gated content, and personalized experiences. * Work with marketing and analytics teams to leverage first-party data for targeted marketing campaigns and enhanced user personalization. REQUIRED QUALIFICATIONS * Bachelor's Degree (BA/BA) * No more than 3-5 years of postgraduate experience in a marketing or digital strategy role * Experience with the balance of strategic thinking, execution and measuring of performance and impact * Demonstrated experience identifying and targeting audience segments * Excellent communication and collaboration skills, with the ability to effectively liaise with cross-functional teams and external partners * Detail oriented with strong project management skills and the ability to prioritize tasks, manage multiple projects simultaneously, and meet deadlines in a dynamic environment while maintaining extremely high standards * Interest in financial services category * Have a growth marketing and optimization mindset * Strong attention to detail and proactive risk management mindset PREFERRED QUALIFICATIONS * AEM experience / other site content authoring a plus * A/B testing experience a plus 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., 2023. 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.
    $71k-110k yearly est. Auto-Apply 60d+ ago
  • Internal Audit-Dallas-Associate-Capital Planning

    Goldman Sachs 4.8company rating

    Dallas, TX job

    Internal Audit, Corporate Capital Planning, Associate 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 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 * 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 * 3+ years of experience in internal audit, a capital planning 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 * Any combination of core capital planning disciplines: capital planning governance, risk identification and scenario design, stressed projections for revenue, balance sheet, RWA and capital and credit, market and operational losses, quantitative and qualitative estimation methods and FR Y-14 submissions * Knowledge of risk management disciplines: credit risk (commercial lending or trading counterparty credit), market risk, operational risk, funding / liquidity risk * Knowledge of controls surrounding risk governance, risk measurement, Board and regulatory risk reporting * Knowledge of capital adequacy related topics, including Basel Capital Accord regulatory requirements (advanced model-based and/or standardized frameworks) 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., 2021. All rights reserved. Goldman Sachs is an equal employment/affirmative action employer Female/Minority/Disability/Veteran/Sexual Orientation/Gender Identity
    $65k-80k yearly est. Auto-Apply 27d ago
  • Internal Audit- Platform Solutions, Transaction Banking Audit - Dallas-Associate

    Goldman Sachs 4.8company rating

    Dallas, TX job

    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
    $60k-94k yearly est. Auto-Apply 27d ago
  • Real Estate Analyst

    Guggenheim Partners 4.2company rating

    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."
    $67k-105k yearly est. Auto-Apply 30d ago
  • Banking Operations Development Support Lead, VP

    Citi 4.6company rating

    Irving, TX job

    Overview of the Role Citi, the leading global bank, has approximately 200 million customer accounts and does business in more than 160 countries and jurisdictions. Citi provides consumers, corporations, governments, and institutions with a broad range of financial products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management. As a bank with a brain and a soul, Citi creates economic value that is systemically responsible and in our clients' best interests. As a financial institution that touches every region of the world and every sector that shapes your daily life, our Enterprise Operations & Technology teams are charged with a mission that rivals any large tech company. Our technology solutions are the foundations of everything we do from keeping the bank safe, managing global resources, and providing the technical tools our workers need to be successful to designing our digital architecture and ensuring our platforms provide a first-class customer experience. We reimagine client and partner experiences to deliver excellence through secure, reliable, and efficient services. Our commitment to diversity includes a workforce that represents the clients we serve from all walks of life, backgrounds, and origins. We foster an environment where the best people want to work. We value and demand respect for others, promote individuals based on merit, and ensure opportunities for personal development are widely available to all. Ideal candidates are innovators with well-rounded backgrounds who bring their authentic selves to work and complement our culture of delivering results with pride. If you are a problem solver who seeks passion in your work, come join us. We'll enable growth and progress together. Job Description We are seeking a highly motivated Dev Support Lead Analyst / Technical program manager to join our Banking Operations Delivery Management team. This person will be responsible for overseeing the planning, execution, and delivery of complex technical projects working closely with Engineering, Business and other cross functional teams. This role requires a strong blend of technical expertise, project management skills, and leadership capabilities to drive cross-functional teams towards achieving strategic goals. Responsibilities: Lead the planning, execution, and delivery of complex technical projects from conception to launch. Ensure that technical solutions align with business objectives and architectural guidelines. Define project scope, goals, deliverables, and resource requirements in collaboration with stakeholders. Develop and maintain detailed project plans, schedules, and budgets. Identify and manage project risks and dependencies, developing mitigation strategies as needed. Facilitate communication and collaboration among cross-functional teams, including engineering, product, design, and operations. Establish and enforce project processes, best practices, quality standards, and architectural principles Track progress, report on status to stakeholders, and address any impediments. Drive continuous improvement in project delivery and team efficiency. Manage vendor relationships and external dependencies when necessary. Act as mentor or coach to new or lower level analysts, foster a culture of excellence and collaboration. Drive application hygiene by actively tracking and mitigating vulnerabilities, leading modernization efforts, addressing technical debt, and ensuring adherence to Citi standards 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+ years of experience as technical program manager Bachelors degree in Computer Science. Master's degree preferred Proven track record of successfully delivering complex technical projects on time and within budget. Strong understanding of software development life cycles (SDLC) and agile methodologies (Scrum, Kanban). Excellent communication, interpersonal, and presentation skills, with the ability to articulate complex technical concepts to both technical and non-technical audiences. Proficiency with project management tools (e.g., Jira, MS Project, Confluence, etc.). Ability to influence and lead cross-functional teams without direct authority. Strong analytical and problem-solving skills. Knowledge of microservices architecture. Preferred Skills Knowledge of cloud platforms (e.g., AWS, Azure, GCP) Familiarity with DevOps practices and tools. Certification in Project Management (e.g., PMP, CSM) is a plus. Experience in a fast-paced, high-growth environment. Familiarity with Generative AI (GenAI), Machine Learning (ML), and Large Language Models (LLMs) is a plus Knowledge of Banking industry is preferred ------------------------------------------------------ Job Family Group: Technology ------------------------------------------------------ Job Family: Applications Support ------------------------------------------------------ Time Type: Full time ------------------------------------------------------ Primary Location: Irving Texas 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. ------------------------------------------------------ Most Relevant Skills Please see the requirements listed above. ------------------------------------------------------ Other Relevant Skills For complementary skills, please see above and/or contact the recruiter. ------------------------------------------------------ Anticipated Posting Close Date: Nov 28, 2025 ------------------------------------------------------ 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.
    $125.8k-188.6k yearly Auto-Apply 24d ago
  • Complex Liability Adjuster

    Berkshire Hathaway 4.8company rating

    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.
    $36k-43k yearly est. Auto-Apply 19d ago
  • Global Banking & Markets Operations, Letters of Credit Specialist - Associate - Dallas

    Goldman Sachs 4.8company rating

    Dallas, TX job

    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. OUR IMPACT Investment Banking Operations is a dynamic, multi-faceted business that partners with all parts of the firm to facilitate banking & financing capabilities to clients around the world. In addition, IB Operations provide essential risk management and control to preserve and enhance the firm's assets and its reputation. IB Agency is responsible for ensuring efficient and accurate transaction processing across a broad range of products. Generally, the products supported are complex instruments that require close alignment with the business. IB Agency is at the forefront of shaping and driving change in the industry with the ultimate aim of delivering greater accuracy, control and efficiency for our clients and our business. The Letters of Credit servicing team within IB Agency is responsible for the trade finance functions as Standby Letter of Credit Issuer. YOUR IMPACT The Letters of Credit servicing team is seeking a standby letters of credit professional who can effectively collaborate with multiple business desks, internal and external legal counsels, as well as applicants and beneficiaries to manage all stages of the transaction, and to mitigate risks associated with the letter of credit product offering. This position requires the ability to handle complex inquiries regarding standby letters of credit from our external clients and internal business partners. Additionally, the individual we are seeking will assist in strategic projects to enhance the product and platform. HOW YOU WILL FULFILL YOUR POTENTIAL * Review Credit Agreements and other deal documents to assist with the structuring of our obligation as issuing bank * Review Letter of Credit drafts before they are shared with clients. * Review counter-Standby Letter of Credit drafts before they are shared with correspondent Banks. * Review communications with Correspondent Banks. * Manage communications with the different desks during the process of reviewing Letters of Credit. * Review daily reports to ensure appropriate action has been taken if applicable. * Review Letter of Credit Issuances processed by the Team. * Review Reg W and Reg O Checks , OFAC checks are performed by Processor prior to LC Issuance * Suggest process improvements. * Leverage your knowledge and expertise as a subject matter expert in all aspects of the business and to help train other colleagues, as needed SKILLS & EXPERIENCE WE'RE LOOKING FOR BASIC QUALIFICATIONS * Bachelor's degree with financial services experience of more than 3 years * In-depth knowledge of ISP98/UCP 600 * Ability to work in a fast paced environment with competing priorities * Excellent communication and client service skills * Strong organizational and analytical skills with a keen attention to detail * Proficiency using the Microsoft Office Suite in particular Excel and PowerPoint PREFERRED QUALIFICATIONS * Experience in loan servicing or operations * Knowledge of URDG 758 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.
    $67k-96k yearly est. Auto-Apply 20d ago
  • Citi Private Bank - UHNW Private Banker - Director / MD

    Citigroup Inc. 4.6company rating

    Dallas, TX job

    Private Bankers at Citi develop and deepen client relationships in order to thoroughly understand the client situation and utilize that knowledge to develop tailored wealth management strategies. Private Bankers are able to add value to clients by building and drawing upon a network of internal resources, often global, to achieve desired results. Successful Bankers are able to develop and adapt a disciplined sales process to convert a pipeline of prospects into target market clients. In addition, they are able to deliver quality Private Bank client relationships (solutions and services) in an intensely competitive fragmented market, taking fullest advantage of the Citi franchise while protecting the Bank and client/firm by complying with relevant policies, procedures, and country legal/regulatory requirements. Job Requirements New Client and Business Development * Grow client net revenue annually in core product areas: investment management, capital markets, and banking & lending * Create sales and marketing strategies designed to generate revenue growth and to acquire new target clients within different sectors * Prospecting - generate leads and develop prospects, network to identify referrals to new clients/prospects * Profile, qualify, and convert prospects into CPB clients. * Identify and execute on new business opportunities with existing clients * Orchestrate appropriate specialist resources to develop tailored, long-term solutions for clients/prospects * Present and communicate to clients/prospects complex financial concepts and investment strategies in a way that is easily understood Relationship Management * Serve as the client's advocate and trusted advisor (primary contact) for strategic advice on financial matters * Create, organize, and implement a wealth management strategy designed to deepen relationships with existing clients * Manage client expectations regarding what can and cannot be executed on their behalf * Ensure financial strategies are kept current and appropriately aligned with client objectives * Understand and communicate the risk involved with financial and investment strategies * Ensure all client inquiries and problems are handled effectively and resolved * Help team members to acquire experience and establish credibility with clients Compliance Oversight and Controls * Comply with all regulatory policies and control procedures regarding client transactions and suitability * Oversee and ensure compliance with the following processes: Investment Objective Setting (IOS), Client Risk Profile (CRF), Periodic Client Reviews * Oversee and ensure clients are on-boarded appropriately including all required documentation is complete and accurate * 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. Skills and Knowledge * Client facing experience, preferably in the financial services industry. Strong knowledge of investments, banking and credit products * Strong knowledge of financial industry and current market conditions * Strong verbal and written communication skills. Excellent interpersonal skills, problem solving, team work and analytical skills * Ability to establish relationships and partner effectively with various groups including sales, service, operations, compliance, and marketing * Ability to understand, utilize and learn computer and web based applications Qualifications and Education * 15+ years of experience * Licensing: Series 7 & 66 (or 63 & 65) & 31 * Extensive and proven experience in Private Banking having covered the UHNW market / Extensive experience in working with and/or leading client teams and transactions / Demonstrated track record in relationship selling * Demonstrates extensive knowledge of all Citi Private Bank banking and product systems, platforms, tools and capabilities. * ----------------------------------------------------- Job Family Group: Private Client Coverage * ----------------------------------------------------- Job Family: Private Banker * ----------------------------------------------------- Time Type: Full time * ----------------------------------------------------- Primary Location: Dallas Texas United States * ----------------------------------------------------- Primary Location Full Time Salary Range: $200,000.00 - $500,000.00 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. * ----------------------------------------------------- Most Relevant Skills Please see the requirements listed above. * ----------------------------------------------------- Other Relevant Skills For complementary skills, please see above and/or contact the recruiter. * ----------------------------------------------------- Anticipated Posting Close Date: Jul 15, 2025 * ----------------------------------------------------- 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.
    $141k-226k yearly est. 54d ago
  • Corporate Planning & Management, Risk Governance, Vice President, Dallas

    Goldman Sachs 4.8company rating

    Dallas, TX job

    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
    $82k-115k yearly est. Auto-Apply 25d ago

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