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Franklin Templeton jobs in New York, NY

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  • Client Relationship Specialist, Private Wealth Sales - Canvas Custom Indexing

    Franklin Resources 4.8company rating

    Franklin Resources job in New York, NY

    O'Shaughnessy Asset Management (OSAM) is owned by Franklin Templeton, a dynamic firm that spans asset management, wealth management, and fintech, giving us many ways to help investors make progress toward their goals. With clients in over 150 countries and offices on six continents, you'll get exposed to different cultures, people, and business development happening around the world. O'Shaughnessy Asset Management (OSAM) operates independently as a Specialist Investment Manager and is a research and money management firm based in Stamford. Our approach to managing money is transparent, logical, and completely disciplined, leading to long‐standing relationships with our clients. We are a leading provider of Custom Indexing services via CANVAS. CANVAS is a platform offering financial advisors an unprecedented level of control and ease in creating and managing client portfolios in separately managed accounts (SMAs). Advisors can set up custom investment templates, access factor investing strategies, utilize passive strategies, actively manage taxes, and apply ESG investing and SRI screens according to the specific needs, preferences, and objectives of individual clients. For more firm information, please visit www.osam.com Relationship Management Specialist Vice President The Relationship Management Specialist will support OSAM's business development and client service efforts throughout each stage of the client journey. The successful candidate will be considered a key problem-solving resource for our clients and will primarily collaborate with the East Region Relationship Director (Eastern seaboard) on prospecting, onboarding, and maintaining RIA relationships. The need for this hire is driven by the growth of CANVAS, OSAM's revolutionary Custom Indexing platform designed to improve the relationship between asset managers and allocators. Key Responsibilities Include: * Work closely with Relationship Director in the East Region to build a pipeline of advisor prospects and help to qualify new business development leads * Develop an in-depth understanding of CANVAS workflows and OSAM's investment/portfolio management process * Educate clients and prospects on technology enabled investment platform including capital markets and asset allocation theory * Develop new advisor relationships and retain and deepen existing relationships * Demonstrate the ability to be a utility player able to flex between operations, analysis, and client facing activities * Independently analyze, process, and interpret data to create custom analysis, narratives, charts, graphs and other diagrams and make recommendations to the investment functions * Take ownership of follow-up communication * Prepare allocator and advisor-specific marketing and education collateral based on internal and external requests * Grow into being responsible for full scope business development responsibilities by increasing advisor use of CANVAS * Manage ongoing account service requests in a timely manner * Support growth efforts by coordinating across sales, operations, and Portfolio Management teams Highly Desirable: * 5+ years of experience in asset management or investment management * Strong experience with tax loss harvesting platforms and separate account operations * Strong knowledge of equity investment landscape, portfolio management, financial planning * Experience working with financial advisors * High degree of comfort with technology * Ability to effectively problem solve in a timely manner * Must maintain strong working relationships both internally and with external clients * Superior work ethic * Comfortable working in a fast-paced environment * Ability to manage multiple tasks effectively * Self‐starter, able to proactively identify opportunities for process improvement * Strong time management and organizational skills * Team player * Intellectual curiosity Location: * Stamford, CT (HQ) or New York City. This is hybrid role working 3 days a week in office. Along with base compensation, other compensation is offered such as a discretionary bonus, 401k plan, health insurance, and other perks. There are several factors taken into consideration in making compensation decisions including but not limited to location, job-related knowledge, skills, and experience. At Franklin Templeton, we apply a total reward philosophy where all aspects of compensation and benefits are taken into consideration in determining compensation. We expect the salary for this position to range between USD $155,000 - $192,000. For more information on our firm, please visit our website at www.osam.com. To apply, please visit here. #MID_SENIOR_LEVEL #LI-Hybrid Experience our welcoming culture and reach your professional and personal potential! Our culture is shaped by the variety of perspectives and experiences brought by talent from around the world. Regardless of your interests, lifestyle, or background, there's a place for you at Franklin Templeton. We provide employees with the tools, resources, and learning opportunities to help them excel in their career and personal life. By joining us, you will become part of a culture that focuses on employee well-being and provides multidimensional support for a positive and healthy lifestyle. We understand that benefits are at the core of employee well-being and may vary depending on individual needs. Whether you need support for maintaining your physical and mental health, saving for life's adventures, taking care of your family members, or making a positive impact in your community, we aim to have them covered. Learn more about the wide range of benefits we offer at Franklin Templeton * Most benefits vary by location. Ask your recruiter about benefits in your country. Franklin Templeton is an Equal Opportunity Employer. We are committed to providing equal employment opportunities to all applicants and employees, and we evaluate qualified applicants without regard to ancestry, age, color, disability, genetic information, gender, gender identity, or gender expression, marital status, medical condition, military or veteran status, national origin, race, religion, sex, sexual orientation, and any other basis protected by federal, state, or local law, ordinance, or regulation. If you believe that you need an accommodation or adjustment, due to a medical condition or disability, to search for or apply for one of our positions, please send an email to accommodations@franklintempleton.com. In your email, please include the accommodation or adjustment you are requesting, the job title, and the job number of the position you are applying for. It may take up to three business days to receive a response to your request. Please note that only accommodation requests will receive a response.
    $155k-192k yearly Auto-Apply 5d ago
  • Production Artist

    Franklin Resources 4.8company rating

    Franklin Resources job in New York, NY

    The Marketing team at Royce & Associates is seeking an experienced Production Artist with a strong eye for design and passion for the technical details of excellent print and digital production. On a regular basis you will prepare, update, and maintain multiple print communications in InDesign including presentations, factsheets, regulatory reports and other marketing collateral. You will also be responsible for digital assets for our website and other platforms (social media, podcasts, and email campaigns). Additional responsibilities include managing production automation opportunities. The Marketing team uses manual charting in Illustrator (as well automated charting), and you must demonstrate excellent Illustrator and Excel charting skills. You will work in close collaboration with the Head of Marketing Operations and a small, friendly marketing team. We value attention to detail, careful review of your own work, a positive attitude, an ability to stay organized and on schedule, and excellent communication skills. What We're Looking For: * 4+ years of professional production and graphic design experience in a corporate setting required * Advanced level proficiency in Adobe Creative Suite (InDesign, Photoshop, Illustrator, Acrobat), Excel, and PowerPoint * Detail oriented and highly organized * Strong attention to detail and a commitment to quality control, specifically measured by consistently producing accurate artwork in a timely manner, as well as interpreting and implementing QC or team feedback * Financial services industry experience considered a plus but not required * Ability to work in our New York City office, located at One Madison Avenue, three days per week Apply Online: Applicants must submit a resume along with a link to their portfolio when applying online. Examples of previous chart work must be submitted. Compensation: Along with base salary, employees are eligible for a 401(k) plan with company match, company provided health/medical insurance with BCBS, and other perks. There are several factors taken into consideration in making compensation decisions, including but not limited to location, job-related knowledge, skills, and experience. We expect the base salary for this position to range between $85K - $100K per year. Our Firm: Royce & Associates, LP are pioneers in small-cap investing who've been actively managing portfolios since 1972. We specialize in actively managed strategies that invest in the broad and diverse small-cap universe with unparalleled knowledge and experience gained through more than four decades of investing. Royce & Associates, LP, primarily conducts its business under the name Royce Investment Partners. In 2020, Franklin Templeton acquired Legg Mason Inc, parent company to Royce Investment Partners. Learn more about our firm by visiting us on the web, Royce Investment Partners. The Royce marketing team is a small collaborative group with an entrepreneurial spirit. We work to support the firm's goals with the ultimate aim of building our brand and increasing engagement with clients and prospects. Creating a premier content experience through pitchbooks, factsheets, white papers, e-mail marketing, and our own website is key for attracting new clients and supporting existing ones. Royce & Associates is an equal opportunity employer. We offer competitive salaries and comprehensive benefits packages. #LI-US #Associate
    $85k-100k yearly Auto-Apply 7d ago
  • Associate Analyst, Alternative Investments

    Fidelity Investments 4.6company rating

    Jersey City, NJ job

    The Role The Associate Analyst, Alternative Investments, Asset Review position plays a unique and central role on a team dedicated to delivering World Class customer and transaction servicing around all aspects of alternative investment processing by vetting requests to support new products against our acceptability guidelines and asset servicing capabilities. An Alternative Investment (AI) is a highly specialized investment vehicle that is tailored to sophisticated, high net-worth investors and are not traded on any public market. Creatively construct, design, and implement procedures for new product offerings. Assist in systems testing relating to industry-driven initiatives, internal enhancements and new business functionality. Deliver quality assistance to our clients Serve as a resource for technical issues and assist associates in problem solving. Act as a functional subject matter expert and go-to person for complex situations and daily processing. Play a leading role on assigned projects. The Expertise and Skills You Bring 2+ years of brokerage operations experience or 5+ years related work experience preferred Alternative Investment transaction servicing experience preferred College degree preferred Excellent interpersonal and communication skills (written and oral) to engage with clients and internal partners to provide them with the best quality experience Strong analytical and problem-solving skills and ability to prioritize decisions in a fast-moving environment Ability to work and build strong relationships across different teams within the organization Note: Fidelity will not provide immigration sponsorship for this position. The Team The Alternative Investments team supports a leading-edge Alternative Investments platform that offers our customers the ability to represent limited partnerships, non-listed REIT's, fund of funds, registered and privately placed products above the line. Our Alternative Investment group is a part of the Operations & Services Group (OSG) and services all Fidelity lines of business and handles end-to-end operations from onboarding of assets, all transactions, reconciliation, and servicing requests. Demand for our service is growing at a significant rate, making this an exciting opportunity. #FidelityAlts The base salary range for this position is $48,000-91,000 USD per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors. Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories. Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Certifications:Category:Brokerage Operations
    $48k-91k yearly 2d ago
  • Asset Management Risk Manager

    Fidelity Investments 4.6company rating

    Jersey City, NJ job

    Job Description:The Role The Manager position in Asset Management Risk provides general operational risk oversight for Fidelity Digital Asset Management and related businesses. Responsibilities include gathering important industry, market, and internal data, developing tools to measure risks and trends, and evaluating how these issues may impact Asset Management, our clients, and associates. This role will be accountable for analyzing data and controls to identify emerging and significant risks, perform targeted data-driven risk assessments, and develop risk management reporting using data visualization tools. The ideal candidate will have demonstrated commitment and passion for risk management, asset management, and academic/or work experience in related markets or fields. Candidates with SQL, programming, or data visualizations skills would be a plus. Strong communication, presentation and writing skills are also an important success factor. This role requires someone who is hard-working, eager to learn, and results oriented. The Expertise and Skills You Bring Bachelor's degree required 5+ years of relevant work experience in the financial industry, crypto experience preferred Experience in Compliance, Risk, or Operations related to crypto/blockchain products, data, services Demonstrated analytical skills with the ability to work with and summarize data from multiple sources Experience working with blockchain technology or related enterprises Executive level presentation skills required Project management experience Experience with data analysis techniques and visualization tools (e.g., Tableau), a plus Experience with common data science tools & languages, a plus CFA and/or FRM certifications a plus Foundational understanding of blockchain technology Ability to engage with multiple teams to establish a collaborative and interdisciplinary approach Natural intellectual curiosity, initiative, and love for learning new skills and capabilities Skilled at operating autonomously to achieve results in a dynamic environment Thrives in a dynamic organization where priorities shift to meet evolving business needs Superb verbal and written communications skills Strong data analysis skills (e.g., tools, strategies) Staying abreast of the latest innovations across industry Problem solver with a blend of creativity and analytical rigor The Value You Deliver Analyze data and controls as well as identifying latent and emerging risks. The results of this analysis will be compiled into comprehensive management reports, including visual aids, analysis of data analytics and conclusions. Actively perform proactive and targeted data analysis to identify risks for management. Perform ad-hoc quality control reviews for presentations and reports built by the team to ensure the integrity of the materials. Partner with business units to ensure that controls are working as intended and to improve the efficiency and effectiveness of processing. Note: Fidelity is not providing immigration sponsorship for this position The Team Asset Management Risk, part of Fidelity's Risk organization and aligned with Asset Management's Compliance Risk and Business Operations Group (CRBO), provides guidance to management and business units by proactively identifying and monitoring risks to protect the interests of the firm, its clients, and associates. To execute this goal, Asset Management Risk is responsible for identifying, analyzing, aggregating, and reporting on significant and emerging risks to assist management in strengthening their controls and processes. The base salary range for this position is $80,000-153,000 USD per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors. Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories. Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Certifications:Category:Risk
    $80k-153k yearly 3d ago
  • Vice President, Associate General Counsel

    Fidelity Investments 4.6company rating

    Jersey City, NJ job

    The FMR LLC Legal Department has a unique opportunity for an innovative attorney to join our Asset Management Legal Team as Vice President, Cryptocurrency and Blockchain role. This role focuses on groundbreaking asset management products and services offerings for digital assets, including cryptocurrency and tokenization. The role will involve coordination and collaboration with colleagues in the Fidelity Digital Asset Management business group, Asset Management Legal team as well as across the larger Fidelity Legal Group, other Fidelity business units, and control function business partners in the structuring and development of innovative cryptocurrency and blockchain enabled products and ideas in support of investment activities, operations, and distribution of products and services across client segments and for the company's proprietary and employee accounts. The Expertise and Skills You Bring J.D. required, member in good standing with the New York, New Jersey, California, Illinois, New Hampshire, Rhode Island and/or Massachusetts State Bar Associations. A minimum of 7-10 years of relevant experience in the practice of law having a combination of law firm and in house experience. Expertise in U.S. federal securities laws and regulations, including Securities Act of 1933, Securities Exchange Act of 1934, Advisers Act, the Investment Company Act, and the Commodity Exchange Act. Knowledge and experience with the intersection between the blockchain and transfer agency rules for registered fund products a plus. Substantive expertise and business acumen with the following: crypto and blockchain technology applications in financial services that may include stablecoins, crypto custody, trading, staking, payments, and DeFi, tokenization, and related blockchain and smart-contract enabled financial applications and asset management product offerings. Experience with technology startups and new business initiatives a plus. Crisp, clear business partner with oral and written communication skills, in particular the ability to reduce complex legal issues to straightforward, practical analysis and advice. Natural collaborative approach in influencing and devising pragmatic and creative solutions across a variety of issues in a dynamic environment with an entrepreneurial spirit and desire to learn. Ability to build and maintain strong relationships and credibility, internally and externally. Ability to manage outside counsel to provide excellent legal services in a cost-effective manner. Note: Fidelity is not providing immigration sponsorship for this position The Team Provide legal, regulatory, and strategic advice and counsel to our Fidelity Digital Asset Management team on all aspects of Fidelity's cryptocurrency and blockchain products and services business. Advise Fidelity Digital Asset Management on the development and ongoing operations of asset management products and services involving digital assets and blockchain technology. Advise business and control function partners in the context of new business initiatives, identification of changing laws and implementation of new legal and regulatory requirements in relation to investment products and services-related matters. Evaluate new technology and tools relating to the digital assets and related asset management product offerings. #FidelityAlts The base salary range for this position is $140,000-285,000 USD per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors. Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories. Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Certifications:Category:Legal
    $85k-122k yearly est. 2d ago
  • Principal Trading Engineer (Java, Algo, SOR)

    Fidelity Investments 4.6company rating

    Jersey City, NJ job

    We are currently sourcing for a Principal Trading Engineer (Java, Algo, SOR) for crypto Trading to work in Jersey City, New Jersey. The Role The Principal Trading Engineering (Java, Algo, SOR) will be working in development and delivery of high quality, timely and maintainable software solutions in an Agile environment which meet functional and non-functional business requirements. This role will involve partner & stakeholder engagement, design and release support. In this role, you will be an integral part of the Trading Team where you'll get the opportunity to develop your skills, collaborate across Fidelity teams and continue to learn in a fun, collaborative, iterative, and rapidly changing environment. This is a hands-on role where you will write code for product features. It is a great opportunity to build secure, scalable, resilient cloud-based services utilizing modern software development practices. This is a hands-on, individual contributor role where you will be responsible for: Designing and implementing technology solutions for the Fidelity Digital Assets business High Performance algorithms for trading / crypto trading Working closely with our business partners to contribute to business-critical initiatives Demonstrate software engineering excellence through continuous integration, continuous deployment Keeps current with IT blueprint, frameworks and technologies that would benefit us and improve our productivity; guides junior team members on technology Collaborate with multiple stakeholders/large cross functional teams as part of work delivery Follows practices and contribute towards innovative solutions to increase productivity This is a hands-on role where you will write code for product features Set technical direction for software developers by concluding design with other tech leads and architecture The Expertise and Skills You Bring Bachelor's degree in computer science or related field required 10+ years of trading engineering experience Experience in Capital markets or cryptocurrency specifically with exposure to Trading, Algo Trading Strong background in designing and developing low latency trading systems Knowledge of WebSocket and FIX protocols Experience in building matching engine, OMS/EMS or exchange-connectivity platform Experience using kernel bypass e.g. Solarflare OpenOnLoad Extensive experience with modern Java using zero GC pattern Highly proficient in ultra-low latency design patterns and optimizing trading systems Hands on experience with low latency messaging products, such as Aeron, Solace or 29West Proficient in SQL and a working knowledge of relational and time series databases Experience with designing APIs, distributed systems, asynchronous workers and resilient messaging services An understanding of microservice architecture and cloud-based deployments An understanding of sequencer architecture Ability to build reliable software that can withstand unreliable environments Can provide leadership and mentorship across small, agile teams in a very collaborative environment where your ideas are welcome Solid analytical, communication, and organizational skills An interest in and experience with cryptocurrencies and a passion for keeping up to date in the space Have the drive and ability to deliver software with a high degree of automation Proficient with version control systems and can handle development for multiple releases in parallel Have the spirit and willingness to contribute to org level innovation Have a learning mindset and can demonstrate versatility in addition to your specialization Should have the ability to work effectively with both partners and project team members Have knowledge of Agile methodologies or iterative development processes Have knowledge of Acceptance test-driven development a plus. Have ability to take ownership Coach team members and take accountability for the deliverables Excellent collaboration and Interpersonal skills Great attitude, being a mentor, team player and effective contributor You have a focus on productivity The Team Fidelity Digital Assets , a Fidelity Investments Company, is developing a full-service enterprise-grade platform for storing, trading and servicing digital assets, such as Bitcoin and Ethereum. Fidelity Digital Assets adopts an entrepreneurial culture and startup approach while serving as one of the most innovative business units within Fidelity Investments. Our global, diverse team of hundreds of forward-thinking professionals lead with agility and creativity to build solutions that bridge the gap between traditional institutional investors and their exposure to digital assets. The firm's tenure and experience across multiple business lines present our employees with unprecedented access to knowledge, technology, and resources that help our team reshape the future of finance. The Fidelity Digital Asset Trading Team is responsible for platform services and APIs that manage trading of cryptocurrency. Platform contains a crossing engine and a smart router that would connect and send client orders to other exchanges and liquidity providers. In addition to aggregating market data and routing orders the platform also includes multiple internal/external facing user interfaces and API and services to support the platform. #cryptojobs The base salary range for this position is $126,000-255,000 USD per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors. Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories. Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Certifications:Category:Information Technology
    $77k-94k yearly est. 5d ago
  • Legal Contracts Negotiator - Equity Derivatives

    Fidelity Investments 4.6company rating

    Jersey City, NJ job

    Join Fidelity Fund & Investment Operations (FFIO) as a Contract Negotiator and play a critical role in supporting global derivatives trading for one of the world's leading asset managers. This is an opportunity to work on complex, high-impact agreements and collaborate with top legal and business professionals across the industry. Proficiency in equity derivatives documentation is critical to supporting a rapidly growing and strategically important area within Fidelity's Asset Management business. Key responsibilities include: Negotiate a wide range of trading agreements, including ISDA Master Agreements, Master Confirmation Agreements (MCAs), bespoke equity confirmations, Futures & OTC Clearing agreements, Cleared Derivative Execution Agreements (CDEAs), MSFTAs, Collateral Control Agreements (CCAs), and Prime Brokerage Agreements. Familiarity with 2002 ISDA Equity Derivatives Definition Ensure documentation meets global regulatory standards (Dodd-Frank, EMIR, MiFID II, etc.). Partner with internal legal, compliance, and AML teams, as well as external counterparties. Identify and escalate legal, credit, and operational risks. Maintain and enhance documentation templates and playbooks. Support fund launches, restructurings, and strategic initiatives by ensuring timely documentation. This includes coordinating with internal stakeholders to assess documentation impacts, manage bespoke requirements, and facilitate readiness for new fund launches, restructurings, and strategic initiatives involving equity derivatives and other sophisticated instruments Drive process and technology improvements to strengthen legal support. Identify and escalate legal, credit, and operational risks The Expertise and Skills You Bring Bachelor's degree required, paralegal/JD beneficial Extensive experience negotiating equity derivatives documentation and related agreements. Strong understanding of equity derivatives products, legal concepts, and global market regulations. Ability to negotiate complex terms, including fallback language, collateral terms, netting provisions, and termination events. Proven ability to manage high-volume negotiations and customized documentation structures. Excellent communication, relationship-building, and problem-solving skills. Ability to thrive autonomously in a fast-paced environment while handling a high volume of work and maintaining attention to detail. Experience implementing process improvements and leveraging technology solutions. Knowledge of regulatory impacts (Dodd-Frank, EMIR, FATCA, MiFID II, FINRA) on derivatives and trading markets. Facilitate legal and regulatory readiness required for fund and client events for international markets and sophisticated products. Act as a liaison with banking relationships on behalf of Fidelity for documentation and regulatory adherence to ensure operational readiness. Ability to build strong relationships externally with industry partners and internally across legal, various product groups, investment services, trading operations, and other operational groups across Asset Management and FFIO Experience negotiating terms with counterparties, including fallback language, collateral terms, netting provisions, and termination events The Team The Global Product Documentation Negotiator will join a team within the Fidelity Fund & Investment Operations division to assist in completing agreements for intricate products. There is focus on growing a more robust legal support function for complex product documentation (including ISDA, Futures & OTC Clearing, futures give up agreements, Cleared Derivative Execution Agreements (CDEA), MSFTA, & Collateral Control Agreements (CCA). #Fidelityalts #FFIOALTS The base salary range for this position is $85,000-171,000 USD per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors. Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories. Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Certifications:Category:Investment Operations
    $85k-171k yearly 3d ago
  • Director, Digital Assets, Financial Crimes Models & Analytics

    Fidelity Investments 4.6company rating

    Jersey City, NJ job

    Job Description:Director, Digital Assets, Financial Crimes Models & AnalyticsThe Role We're seeking a Digital Assets Director to serve as a subject-matter expert and to lead the team directly/indirectly responsible for the development and maintenance of innovative cryptocurrency transaction monitoring and trade surveillance solutions. In this 100% crypto-focused role you will partner with Data Engineers, Data Scientists, Business Intelligence and Compliance professionals to oversee the buildout, management, and improvement of Fidelity's blockchain forensics and trade surveillance capabilities. The role will have broad exposure to senior leaders in Fidelity Digital Assets (‘FDA'), Legal, Risk and Compliance functions. You will partner with development teams to build out critical digital asset surveillance processes and be able to identify when a requirement isn't understood, or a process or control isn't sufficient. You will serve as an in-house crypto expert and thought leader, leveraging your expertise across all phases of the model development life cycle. Responsibilities of this role: Drive digital assets model development and enhancement initiatives. Support crypto related new business initiatives from a blockchain analytics and on-chain compliance perspective. Partner with Business Unit Technology functions to support development work relative to digital asset surveillance programs. Manage a small but growing team of digital asset/business intelligence professionals to execute on the Models & Analytics Team's strategic vision. Serve as a subject matter authority on blockchain forensics and cryptocurrency investigations, industry trends and standards. Manage digital asset vendor relationship(s), participate in annual vendor oversight responsibilities and influence product roadmaps to maximize value from the relationships. Maintain relationships with key stakeholders in the Financial Crimes Compliance team and those across Risk, Tech, and Business functions. Present to senior leaders on cryptocurrency compliance trends, risks and impacts to the Financial Crimes Compliance program. Support presentations to federal and state regulators on surveillance models and controls during annual exams and new product approval efforts. Continually increase your knowledge and understanding of the evolving digital asset landscape, always cognizant of technical and regulatory developments, and alert to emerging risks. Providing insight on all aspects of Fidelity's crypto operations Positioning the Financial Crimes Compliance program to continue to protect Fidelity Investments customers and brand for years to come The Expertise and Skills You Bring Prior AML/Fraud advisory, surveillance, or investigative experience. Prior financial crimes model development and/or maintenance experience. Deep knowledge of the digital asset ecosystem, including cryptocurrencies, stablecoins, decentralized finance (bridging/swapping/minting/burning), and more. Experience managing multiple initiatives simultaneously in addition to direct reports with their own projects. Experience with project planning, communicating with stakeholders, and monitoring and maintaining model performance. Prior experience managing a team of high performing individuals with diverse skill sets. Prior experience maintaining critical relationships with senior executives in Compliance, Tech, and Business functions. Personal experience trading cryptocurrencies, stablecoins and/or NFTs. Passion for cryptocurrencies and the broader crypto ecosystem in general. Prior experience supporting regulatory response efforts. Chainalysis Academy or Elliptic LEARN certifications a plus. FINRA Series 7, 63, 24 or 9/10 registrations a plus. Experience with blockchain analytics tools (e.g., Elliptic, Chainalysis, TRM Labs etc.) their various tool suites, and conducting crypto investigations using these products Knowledge of digital asset AML & fraud typologies such as peel chains, mixers/privacy wallets, pig butchering investment and romance scams, use of non-AML/KYC compliant services or dApps to obfuscate prior activity, and indirect exposure through VASP transactions and correspondent relationships Capable of deep-diving raw data to understand database and table structure, data location and potential data gaps (raw vs. front-end systems) while clearly articulating findings Able to navigate front-end systems and the databases where relevant crypto data is being stored communicating with technologists Excellent listening, communication (verbal and written), influencing, and presentation skills Knowledge/experience with Agile frameworks and methodologies a plus Passionate about crypto and its intersection with Financial Crimes Intellectually curious and an early adopter of new technology Very thorough with strong documentation skills Able to communicate and explain crypto concepts to non-technical audience Great demeanor, teammate, and effective contributor Strong interpersonal skills Note: Fidelity is not providing immigration sponsorship for this position The Team The Financial Crimes Models & Analytics Team is part of the Financial Crimes Compliance organization. The organization strives to protect Fidelity's businesses, clients, customers, and reputation by providing effective and timely analytical and investigative services, enabling us to provide the optimal balance of risk management and customer experience. Financial Crimes Models & Analytics is an agile development team supporting all phases of the software development life cycle. We're looking for curious individuals that love data, have a passion for technology and digital assets and thrive in a team-based culture. You will work with vast amounts of data across numerous Fidelity business lines. You'll have the opportunity to learn, test and implement new technologies supporting both existing and new Fidelity businesses. The Financial Crimes Models and Analytics Team within Fidelity Investments Financial Crimes Compliance group is responsible for the design, development and maintenance of the firms FCC detection and screening models. We partner with colleagues across Fidelity's Corporate Technology, Compliance, Investigations, Legal and Risk groups to build software, data science and analytics solutions that support the firms monitoring programs. The Analytics team supports Fidelity's Economic Sanctions, Negative Media, Customer Risk Rating, Insider Trading, Elder Financial Exploitation, Digital Assets, Low-Priced Securities, International Payments, surveillance, and screening programs. The base salary range for this position is $110,000-222,000 USD per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors. Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories. Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Certifications:Category:Business Analytics and Insights
    $110k-222k yearly 1d ago
  • Vice President, Trading Engineering

    Fidelity Investments 4.6company rating

    Jersey City, NJ job

    Job Description:Vice President Trading Engineering Role We are currently sourcing for a Vice President Trading Engineer for Crypto Trading to work in Jersey City, New Jersey. The Role Vice President Trading Engineer will be working in development and delivery of high quality, timely and maintainable software solutions in an agile environment which meet functional and non-functional business requirements. This role will involve partner & stakeholder engagement, design and release support. Designing and implementing technology solutions for the Fidelity Digital Asset business High Performance algorithms for trading / crypto trading Working closely with our business partners to contribute to business-critical initiatives Demonstrate software engineering excellence through continuous integration, continuous deployment, Keeps current with IT blueprint, frameworks and technologies that would benefit us and improve our productivity; guides junior team members on technology Collaborate with multiple stakeholders/large cross functional teams as part of work delivery Follows practices and contribute towards innovative solutions to increase productivity This is a hands-on role where you will write code for product features Set technical direction for software developers by concluding design with other tech leads and architecture. The Expertise and Skills You Bring Bachelor's degree in computer science or related field required At least 12 years of software engineering experience Strong background in designing and developing low latency trading systems. Experience in building SOR, Algo engine, or exchange-connectivity for Equities or Crpto. Experience using kernel bypass e.g., Solarflare OpenOnLoad. Extensive experience with modern Java using zero GC pattern. Highly proficient in ultra-low latency design patterns and optimizing trading systems. Hands on experience with low latency messaging products, such as Aeron, Solace or 29West. Knowledge of FIX protocols Proficient in SQL and a working knowledge of relational and time series databases Experience with designing APIs, distributed systems, asynchronous workers and resilient messaging services An understanding of cloud-based deployments using Kubernetes and AWS Ability to build reliable software that can withstand unreliable environments Can provide leadership and mentorship across small, agile teams in a very collaborative environment where your ideas are welcome Solid analytical, communication, and organizational skills An interest in and experience with cryptocurrencies and a passion for keeping up to date in the space. Have the drive and ability to deliver software with a high degree of automation Proficient with version control systems and can handle development for multiple releases in parallel Have the spirit and willingness to contribute to org level innovation Have a learning mindset and is able to demonstrate versatility in addition to your specialization Should have the ability to work effectively with both partners and project team members Have Knowledge of Agile methodologies or iterative development processes Have Knowledge of Acceptance test-driven development a plus. Have Ability to take ownership Coach team members and take accountability for the deliverables Excellent collaboration and Interpersonal skills Great attitude, being a mentor, team player and effective contributor You have Focus on productivity Experience in Capital markets or Crypto Currency specifically with exposure to Trading, Algo Trading. The Team Fidelity Digital Assets , a Fidelity Investments Company, is developing a full-service enterprise-grade platform for storing, trading and servicing digital assets, such as Bitcoin and Ethereum. Fidelity Digital Assets adopts an entrepreneurial culture and startup approach while serving as one of the most innovative business units within Fidelity Investments. Our global, diverse team of hundreds of forward-thinking professionals lead with agility and creativity to build solutions that bridge the gap between traditional institutional investors and their exposure to digital assets. The firm's tenure and experience across multiple business lines present our employees with unprecedented access to knowledge, technology, and resources that help our team reshape the future of finance. As a Software Engineer you will be an integral part of the Trading team. You'll get the opportunity to develop your skills, collaborate across Fidelity teams and continue to learn in a fun, collaborative, iterative, and rapidly changing environment. This is a hands-on role where you will write code for product features. It is a great opportunity to build secure, scalable, resilient cloud-based services utilizing modern software development practices. You will get the opportunity to develop your skills, collaborate across Fidelity teams and continue to learn in a fun, collaborative, iterative, and rapidly changing environment. The Fidelity Digital Asset Trading Team is responsible for platform services and APIs that manage trading of crypto currency. Platform contains a crossing engine and a smart router that would connect and send client orders to other exchanges and liquidity providers. In addition to aggregating market data and routing orders the platform also includes multiple internal/external facing user interfaces and API and services to support the platform. The base salary range for this position is $140,000-285,000 USD per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors. Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories. Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Certifications:Category:Information Technology
    $140k-285k yearly 3d ago
  • Director, Asset Management Risk

    Fidelity Investments 4.6company rating

    Jersey City, NJ job

    Job Description:The Role The Director position in Asset Management Risk provides general operational risk oversight for Fidelity Digital Asset Management and related businesses. Responsibilities include gathering important industry, market, and internal data, developing tools to measure risks and trends, and evaluating how these issues may impact Asset Management, our clients, and associates. This role will be accountable for analyzing data and controls to identify emerging and significant risks, perform targeted data-driven risk assessments, and develop risk management reporting using data visualization tools. The ideal candidate will have demonstrated commitment and passion for risk management, asset management, and academic/or work experience in related markets or fields. Candidates with SQL, programming, or data visualizations skills would be a plus. Strong communication, presentation and writing skills are also an important success factor. This role requires someone who is hard-working, eager to learn, and results oriented. The Expertise and Skills You Bring Bachelor's degree required 12+ years of relevant work experience in the financial industry Experience in Compliance, Risk, or Operations related to investment management, blockchain products, or related services Demonstrated analytical skills with the ability to work with and summarize data from multiple sources Experience working with blockchain technology or related enterprises Strong understanding of blockchain technology. Executive level presentation skills required Project management and/or consultative experience Experience with data analysis techniques and visualization tools (e.g., Tableau), a plus Experience with common data science tools & languages, a plus CFA and/or FRM certifications a plus Ability to engage with multiple teams to establish a collaborative and interdisciplinary approach Natural intellectual curiosity, initiative, and love for learning new skills and capabilities Skilled at operating autonomously to achieve results in a dynamic environment Thrives in a dynamic organization where priorities shift to meet evolving business needs Superb verbal and written communications skills Strong data analysis skills (e.g., tools, strategies) Staying abreast of the latest innovations across industry Problem solver with a blend of creativity and analytical rigor The Value You Deliver Analyze data and controls as well as identifying latent and emerging risks. The results of this analysis will be compiled into comprehensive management reports, including visual aids, analysis of data analytics and conclusions. Actively perform proactive and targeted data analysis to identify risks for management. Perform ad-hoc quality control reviews for presentations and reports built by the team to ensure the integrity of the materials. Partner with business units to ensure that controls are working as intended and to improve the efficiency and effectiveness of processing. Promote a culture of experimentation to ensure continuously learning Note: Fidelity is not providing immigration sponsorship for this position The Team Asset Management Risk, part of Fidelity's Risk Organization and aligned with Asset Management's Compliance Risk and Business Operations Group (CRBO), provides guidance to management and business units by proactively identifying and monitoring risks to protect the interests of the firm, its clients, and associates. To execute this goal, Asset Management Risk is responsible for identifying, analyzing, aggregating, and reporting on significant and emerging risks to assist management in strengthening their controls and processes. The base salary range for this position is $110,000-222,000 USD per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors. Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories. Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Certifications:Category:Risk
    $110k-222k yearly 2d ago
  • Engineer III, Software Development

    S&P Global 4.3company rating

    New York, NY job

    S&P Global Ratings The Role: Software Engineer The Team: The team is responsible for building external customer facing websites using emerging tools and technologies. The team works in a significant environment that gives ample opportunities to use creative ideas to take on complex problems for Commercial team. The Impact: You will have the opportunity every single day to work with people from a wide variety of backgrounds and will be able to develop a close team dynamic with coworkers from around the globe. You will be making meaningful contribution in building solutions for the User Interfaces/Webservices/API/Data Processing What's in it for you: Build a career with a global company. Grow and improve your skills by working on enterprise-level products and new technologies. Enjoy attractive benefits package including medical benefits, gym discounts, and corporate benefits. Ongoing education through participation in conferences and training. Access to the most interesting information technologies. Responsibilities: Drive the development of strategic initiatives and BAU in a timely manner, collaborating with stakeholders. Set priorities and coordinate workflows to efficiently contribute to S&P objectives. Promote outstanding customer service, high performance, teamwork, and accountability. Define roles and responsibilities with clear goals and processes. Contribute to S&P enterprise architecture and strategic roadmaps. Develop agile practices with continuous development, integration, and deployment. Collaborate with global technology development teams and cross-functional teams. What We're Looking For: Bachelor's / Master's Degree in Computer Science, Data Science, or equivalent. 4+ years of experience in a related role. Excellent communication and interpersonal skills. Strong development skills, specifically in ReactJs, Java and related technologies. Ability to work in a collaborative environment. Right to work requirements: This role is limited for candidates with indefinite right to work within the USA. Compensation/Benefits Information (US Applicants Only): S&P Global states that the anticipated base salary range for this position is $90,000 - $120,000. Final base salary for this role will be based on the individual's geographical location as well as experience and qualifications for the role. In addition to base compensation, this role is eligible for an annual incentive plan. This role is not eligible for additional compensation such as an annual incentive bonus or sales commission plan. This role is eligible to receive additional S&P Global benefits. For more information on the benefits we provide to our employees, please click here.
    $90k-120k yearly 3d ago
  • Aladdin Client Experience, Product Expert

    Blackrock 4.4company rating

    New York, NY job

    About this role Aladdin is BlackRock's central technology platform that connects the key functions of investment management into one integrated system. From portfolio management and trading to compliance, operations, and risk oversight, Aladdin brings together people, processes, and data to create a seamless investment process. By providing a common platform and consistent information, Aladdin helps organizations make informed decisions, manage risk effectively, and trade efficiently - ultimately driving better outcomes for investors and institutions worldwide. We bring a breadth of experience across regions, strategies, and asset classes. 30 Years of experience delivering solutions 1,100 Aladdin clients 5,500 skilled engineers, financial modelers, and data experts supporting Aladdin The Aladdin Client Experience team is the global client services organization supporting Aladdin users around the world. With a collaborative team of over 400 members, we… Provide outstanding client service to users, every time Solve complex problems by delivering innovative solutions Collaborate with others, knowing we achieve more together Learn every day, question assumptions, and embrace change Foster a fun, innovative, and inclusive team atmosphere About this role Our Aladdin Client Experience team strives to offer outstanding service. Product Experts have deep subject matter expertise within Trading and Compliance. The role focuses on resolving complex client inquiries, enhancing the knowledge and capability of the service desk team, and working closely with product teams to support ongoing development and release cycles. We are united through a common zeal for overcoming hurdles, consistently growing our understanding, and guaranteeing our clients feel supported and empowered at every stage. Key Responsibilities: Escalation ownership: Act as the escalation point for complex and technical client inquiries, ensuring timely and accurate resolution Cross functional collaboration: Partner with internal teams including Product and engineering teams to troubleshoot issues and provide client insights that inform product development and feature enhancements Release readiness: Prepare and upskill the service desk team for new product features and releases Critical incidents: Partner with Engineering & SRE on health monitoring and telemetry to resolve critical incidents quickly and prevent disruption of service Knowledge development: Build and maintain service desk knowledge through structured training initiatives, documentation and other resources. Be present with our clients: Engage directly with clients to support resolution of complex inquiries, and participate in client visits and forums to strengthen relationships, deepen market & product understanding and bring client feedback into the organisation Continuous improvement: Identify recurring issues and recommend solutions to improve client experience and service efficiency Be a student every day: We foster a culture of ongoing learning. Expand your insight into our clients, their organizations, and our product to consistently elevate our service quality. Team leadership & Development: Provide guidance, mentorship and support, fostering professional growth and ensuring high-quality client interactions. Required Experience: A working understanding of one of the following product areas: Performance attribution Portfolio Modeling, Analysis, and Reporting Credit and Market Data Cloud-Based Data Warehouse Vendor Reference Data Trading support, including FIX workflows Investment Compliance Post Trade Operations Experience resolving complex client or product issues in a support or service environment A consultative approach to understanding client needs and a passion for solving problems Excellent written and verbal communication skills, with the ability to navigate complex or sensitive situations, listen actively, and respond with empathy and professionalism. Eagerness to explore new technologies and adeptness in promptly implementing newfound knowledge Ability to work collaboratively across support, product and development teams Comfortable engaging with clients directly, including representing the service desk in meetings or onsite visits. Enthusiasm for learning in a fast-paced, evolving environment Additional Experience: Experience in the creation of automation tools and support tooling preferred but not Linux/Unix knowledge is preferred but not Experience with Python, Java, REACT, or any other relevant coding languages preferred but not Proven ability to lead and mentor team members, with past experience in leading all aspects of people (e.g., mentoring, providing performance feedback, coordinating workloads). For New York, NY Only the salary range for this position is USD$110,000.00 - USD$145,000.00 . Additionally, employees are eligible for an annual discretionary bonus, and benefits including healthcare, leave benefits, and retirement benefits. BlackRock operates a pay-for-performance compensation philosophy and your total compensation may vary based on role, location, and firm, department and individual performance. Our benefits To help you stay energized, engaged and inspired, we offer a wide range of benefits including a strong retirement plan, tuition reimbursement, comprehensive healthcare, support for working parents and Flexible Time Off (FTO) so you can relax, recharge and be there for the people you care about. Our hybrid work model BlackRock's hybrid work model is designed to enable a culture of collaboration and apprenticeship that enriches the experience of our employees, while supporting flexibility for all. Employees are currently required to work at least 4 days in the office per week, with the flexibility to work from home 1 day a week. Some business groups may require more time in the office due to their roles and responsibilities. We remain focused on increasing the impactful moments that arise when we work together in person - aligned with our commitment to performance and innovation. As a new joiner, you can count on this hybrid model to accelerate your learning and onboarding experience here at BlackRock. About BlackRock At BlackRock, we are all connected by one mission: to help more and more people experience financial well-being. Our clients, and the people they serve, are saving for retirement, paying for their children's educations, buying homes and starting businesses. Their investments also help to strengthen the global economy: support businesses small and large; finance infrastructure projects that connect and power cities; and facilitate innovations that drive progress. This mission would not be possible without our smartest investment - the one we make in our employees. It's why we're dedicated to creating an environment where our colleagues feel welcomed, valued and supported with networks, benefits and development opportunities to help them thrive. For additional information on BlackRock, please visit @blackrock | Twitter: @blackrock | LinkedIn: ********************************** BlackRock is proud to be an equal opportunity workplace. We are committed to equal employment opportunity to all applicants and existing employees, and we evaluate qualified applicants without regard to race, creed, color, national origin, sex (including pregnancy and gender identity/expression), sexual orientation, age, ancestry, physical or mental disability, marital status, political affiliation, religion, citizenship status, genetic information, veteran status, or any other basis protected under applicable federal, state, or local law. View the EEOC's Know Your Rights poster and its supplement and the pay transparency statement. BlackRock is committed to full inclusion of all qualified individuals and to providing reasonable accommodations or job modifications for individuals with disabilities. If reasonable accommodation/adjustments are needed throughout the employment process, please email Disability.Assistance@blackrock.com. All requests are treated in line with our . BlackRock will consider for employment qualified applicants with arrest or conviction records in a manner consistent with the requirements of the law, including any applicable fair chance law.
    $110k-145k yearly Auto-Apply 45d ago
  • Head of Envestnet Retail Channel - Canvas Custom Indexing

    Franklin Resources 4.8company rating

    Franklin Resources job in New York, NY

    O'Shaughnessy Asset Management (OSAM) is owned by Franklin Templeton, a dynamic firm that spans asset management, wealth management, and fintech, giving us many ways to help investors make progress toward their goals. With clients in over 150 countries and offices on six continents, you'll get exposed to different cultures, people, and business development happening around the world. O'Shaughnessy Asset Management (OSAM) operates independently as a Specialist Investment Manager and is a research and money management firm based in Stamford. Our approach to managing money is transparent, logical, and completely disciplined, leading to long‐standing relationships with our clients. We are a leading provider of Custom Indexing services via CANVAS. CANVAS is a platform offering financial advisors an unprecedented level of control and ease in creating and managing client portfolios in separately managed accounts (SMAs). Advisors can set up custom investment templates, access factor investing strategies, utilize passive strategies, actively manage taxes, and apply ESG investing and SRI screens according to the specific needs, preferences, and objectives of individual clients. For more firm information, please visit www.osam.com What is the Head of Retail Envestnet Sales responsible for? The primary role of the Head of Envestnet Sales is sales growth within the broker-dealer Envestnet channel. This is achieved by: * Working with Franklin Templeton's Envestnet National Accounts team to earn Canvas platform placement at broker-dealers utilizing the Envestnet platform * Partnering with the Franklin Templeton generalist sales team that sell to advisors using the Envestnet platform to generate Canvas sales * Being an expert on direct indexing and custom indexing * Effectively collaborating with other members of the OSAM Client Service, Portfolio Management, Operations, Tech and Relationship Management teams What are the ongoing responsibilities of the Head of Envestnet Sales? The key measurement of success is raising Canvas assets within the broker-dealer Envestnet channel. In addition, the individual will be evaluated on their subject matter expertise and ability to work collaboratively across the OSAM and Franklin Templeton organizations. What ideal qualifications, skills and experience would help someone to be successful? * Demonstrated success selling to financial advisors * Excellent communicator including comfort with main stage presentations * Deep understanding of direct and custom indexing and the competitive landscape * Comfortable working with and explaining advanced technological solutions * Passion for collaborating with financial advisors and working to improve their businesses * Keen curiosity and ability to understand details of investment processes and practices * Experience with SMAs * Experience with Envestnet * Effective facilitator of innovation * Ability to work independently and collaboratively with a team. * Preferred major city location with easy access to a large airport * Travel expectations of 25-50% Franklin Templeton offers employees a competitive and valuable range of total rewards-monetary and non-monetary-designed to support the whole person and to recognize their time, talents, and results. Along with base compensation, other compensation is offered such as a discretionary bonus, 401k plan, health insurance, and other perks. There are several factors taken into consideration in making compensation decisions including but not limited to location, job-related knowledge, skills, and experience. At Franklin Templeton, we apply a total reward philosophy where all aspects of compensation and benefits are taken into consideration in determining compensation. We expect the salary for this position to range between $141,000 - $192,000. #MID_SENIOR_LEVEL #LI-Hybrid Experience our welcoming culture and reach your professional and personal potential! Our culture is shaped by the variety of perspectives and experiences brought by talent from around the world. Regardless of your interests, lifestyle, or background, there's a place for you at Franklin Templeton. We provide employees with the tools, resources, and learning opportunities to help them excel in their career and personal life. By joining us, you will become part of a culture that focuses on employee well-being and provides multidimensional support for a positive and healthy lifestyle. We understand that benefits are at the core of employee well-being and may vary depending on individual needs. Whether you need support for maintaining your physical and mental health, saving for life's adventures, taking care of your family members, or making a positive impact in your community, we aim to have them covered. Learn more about the wide range of benefits we offer at Franklin Templeton * Most benefits vary by location. Ask your recruiter about benefits in your country. Franklin Templeton is an Equal Opportunity Employer. We are committed to providing equal employment opportunities to all applicants and employees, and we evaluate qualified applicants without regard to ancestry, age, color, disability, genetic information, gender, gender identity, or gender expression, marital status, medical condition, military or veteran status, national origin, race, religion, sex, sexual orientation, and any other basis protected by federal, state, or local law, ordinance, or regulation. If you believe that you need an accommodation or adjustment, due to a medical condition or disability, to search for or apply for one of our positions, please send an email to accommodations@franklintempleton.com. In your email, please include the accommodation or adjustment you are requesting, the job title, and the job number of the position you are applying for. It may take up to three business days to receive a response to your request. Please note that only accommodation requests will receive a response.
    $141k-192k yearly Auto-Apply 13d ago
  • Senior Quality Assurance Specialist - VP

    Blackrock, Inc. 4.4company rating

    New York, NY job

    About this role Job Title: Senior Quality Assurance Specialist - VP We are seeking a detail-oriented and experienced Senior QA Specialist to lead testing and validation efforts across hardware, software, cloud (M365) and AI-integrated solutions. This role blends deep manual testing expertise with robust automation and AI testing capabilities, focusing on quality strategy, process improvement, and cross-functional collaboration. The ideal candidate will have strong analytical skills, a user-focused mindset (ensuring an optimal end-user experience), extensive knowledge of the M365 collaboration ecosystem (Teams, SharePoint Online, OneDrive), and the ability to guide QA best practices across teams and stakeholders. Key Responsibilities * Lead end-to-end testing efforts: Lead manual testing efforts for new features, releases, and integrated systems, including those in the Microsoft 365 platform (Teams, SharePoint Online, OneDrive), to ensure a seamless and high-quality end-user experience. * Test planning and design: Review and analyze business requirements, functional specifications, and user stories to design effective test cases. Ensure test plans provide full coverage and traceability to requirements. * Test execution and documentation: Execute test plans and document results, ensuring traceability and comprehensive coverage of all features. Identify, log, and track defects using tools like Azure DevOps, and verify that fixes resolve the issues. * Cross-team collaboration: Collaborate with developers, product managers, and business stakeholders to clarify requirements and maintain agreed-upon quality benchmarks. Partner with stakeholders across AI, Engineering, and Operations to align on quality goals, testing scope, and release readiness. * Validate advanced features: Validate AI and automation features for usability, consistency, and fairness using defined test scenarios. Incorporate basic networking and security considerations into test scenarios to ensure robust performance and data protection. * Automation and tools: Develop and maintain light automation scripts for regression and smoke testing. Leverage Azure DevOps and similar tools to integrate automated tests where appropriate. * IT lab management: Establish and manage a QA lab environment with simulation capabilities to replicate integrated system configurations and user scenarios, enabling comprehensive testing of collaboration tools, AI features, and cross-platform functionality under various conditions. * Agile participation: Participate in planning, QA reviews, and release readiness assessments. Provide timely feedback during recurring stand-ups and collaborate with the team to resolve testing blockers. * Process improvement: Contribute to the development and refinement of QA processes, templates, and documentation. Advocate for continuous improvement in testing strategies, workflow efficiency, and product quality. * Mentorship: Mentor junior QA team members and support training initiatives by sharing best practices, conducting peer reviews of test cases, and fostering a culture of quality. * Compliance and standards: Ensure compliance with internal quality standards and external regulatory requirements, including adherence to security policies and data privacy regulations in all QA activities. Technical Skills * Experience: 10+ years of experience in hardware/software QA, with a focus on manual testing and some test automation. Prior experience with enterprise productivity or collaboration platforms (M365 preferred) is highly desirable. * Platform diversity: Must have experience testing across multiple platforms (web, mobile, and desktop) and operating systems (Windows, mac OS, iOS). Familiarity with cloud-based environments and cross-browser compatibility testing. * QA methodology expertise: Strong understanding of QA methodologies, software development lifecycles, and testing processes. Ability to develop test strategies that align with agile development stages and business goals. * Microsoft 365 knowledge: In-depth knowledge of the M365 environment and services - especially Teams, SharePoint Online, OneDrive and Copilot - and how to effectively test integrations and user workflows on these platforms. * AI testing & automation: Hands-on experience validating AI/ML-driven features for accuracy and usability. Proficiency with test automation tools or scripting (for regression suites or smoke tests) to complement manual testing efforts. * Tools proficiency: Proficiency with test management and defect-tracking tools. Experience using Azure DevOps (or similar ALM platforms) for managing test cases, bug tracking, and release workflows is a strong advantage. * Networking & security basics: Basic understanding of networking principles and security best practices as they relate to QA. Able to incorporate considerations like access controls, encryption, and network performance into test planning and defect analysis. * Documentation skills: Ability to interpret technical documentation and translate it into actionable test cases. Skilled at writing clear test plans, bug reports, and QA status updates for diverse audiences. Soft Skills * User-centric mindset: Demonstrated user-focused mindset with a passion for ensuring an optimal end-user experience throughout the testing process. * Attention to detail: Exceptional attention to detail and analytical thinking, with a talent for spotting edge cases and anomalies that others might miss. * Communication: Excellent written and verbal communication skills. Able to document findings clearly and explain complex quality issues to both technical and non-technical stakeholders. [ * Collaboration: Proven ability to work both independently and collaboratively within cross-functional teams. Comfortable coordinating with product managers, engineers, designers, and support teams to drive quality improvements. * Presentation: Confidence in presenting test results, quality metrics, and recommendations to stakeholders at various levels (developers, management, business partners). * Adaptability: Flexible and adaptable in dynamic, fast-paced environments. Capable of adjusting to shifting priorities and new testing challenges with a positive attitude. * Organization: Strong organizational and time management skills with the ability to handle multiple priorities and deadlines simultaneously. * Influence: Ability to build strong partnerships and positively influence quality outcomes across teams. Proactive in advocating for quality in all phases of the development cycle. Preferred Qualifications * Industry experience: Experience in regulated industries (e.g., finance, healthcare) with compliance-driven testing requirements is a plus. * Advanced AI testing: Exposure to AI/ML testing frameworks or ethical AI validation practices, including experience assessing AI features for bias, fairness, or regulatory compliance is a plus. * QA lab experience: Prior experience in establishing or managing QA lab environments or simulation testbeds for complex integrated systems is highly beneficial. * User Acceptance Testing: Background in UAT or business process validation, working closely with end-users or business stakeholders to ensure solutions meet real-world needs. * Automation strategy: Experience contributing to test automation strategy or tool selection (e.g., evaluating frameworks, setting up test pipelines) is an advantage. * Certifications: Relevant certifications are a plus but not required. Examples include Microsoft 365 Certified (fundamentals or expert levels), Azure certifications, or QA certifications (ISTQB, etc.) that demonstrate additional expertise and commitment to continual learning in the field. For New York, NY Only the salary range for this position is USD$147,500.00 - USD$195,000.00 . Additionally, employees are eligible for an annual discretionary bonus, and benefits including healthcare, leave benefits, and retirement benefits. BlackRock operates a pay-for-performance compensation philosophy and your total compensation may vary based on role, location, and firm, department and individual performance. Our benefits To help you stay energized, engaged and inspired, we offer a wide range of benefits including a strong retirement plan, tuition reimbursement, comprehensive healthcare, support for working parents and Flexible Time Off (FTO) so you can relax, recharge and be there for the people you care about. Our hybrid work model BlackRock's hybrid work model is designed to enable a culture of collaboration and apprenticeship that enriches the experience of our employees, while supporting flexibility for all. Employees are currently required to work at least 4 days in the office per week, with the flexibility to work from home 1 day a week. Some business groups may require more time in the office due to their roles and responsibilities. We remain focused on increasing the impactful moments that arise when we work together in person - aligned with our commitment to performance and innovation. As a new joiner, you can count on this hybrid model to accelerate your learning and onboarding experience here at BlackRock. About BlackRock At BlackRock, we are all connected by one mission: to help more and more people experience financial well-being. Our clients, and the people they serve, are saving for retirement, paying for their children's educations, buying homes and starting businesses. Their investments also help to strengthen the global economy: support businesses small and large; finance infrastructure projects that connect and power cities; and facilitate innovations that drive progress. This mission would not be possible without our smartest investment - the one we make in our employees. It's why we're dedicated to creating an environment where our colleagues feel welcomed, valued and supported with networks, benefits and development opportunities to help them thrive. For additional information on BlackRock, please visit @blackrock | Twitter: @blackrock | LinkedIn: ********************************** BlackRock is proud to be an equal opportunity workplace. We are committed to equal employment opportunity to all applicants and existing employees, and we evaluate qualified applicants without regard to race, creed, color, national origin, sex (including pregnancy and gender identity/expression), sexual orientation, age, ancestry, physical or mental disability, marital status, political affiliation, religion, citizenship status, genetic information, veteran status, or any other basis protected under applicable federal, state, or local law. View the EEOC's Know Your Rights poster and its supplement and the pay transparency statement. BlackRock is committed to full inclusion of all qualified individuals and to providing reasonable accommodations or job modifications for individuals with disabilities. If reasonable accommodation/adjustments are needed throughout the employment process, please email Disability.Assistance@blackrock.com. All requests are treated in line with our privacy policy. BlackRock will consider for employment qualified applicants with arrest or conviction records in a manner consistent with the requirements of the law, including any applicable fair chance law.
    $147.5k-195k yearly 12d ago
  • Residential Whole Loan Trader

    Janus Henderson Investors 4.8company rating

    New York, NY job

    Why work for us? A career at Janus Henderson is more than a job, it's about investing in a brighter future together . Our Mission at Janus Henderson is to help clients define and achieve superior financial outcomes through differentiated insights, disciplined investments, and world-class service. We will do this by protecting and growing our core business, amplifying our strengths and diversifying where we have the right. Our Values are key to driving our success, and are at the heart of everything we do: Clients Come First - Always | Execution Supersedes Intention | Together We Win | Diversity Improves Results | Truth Builds Trust If our mission, values, and purpose align with your own, we would love to hear from you! Your opportunity We are seeking an experienced quantitative professional to join our residential mortgage whole loan acquisition and portfolio management team. This role will focus on modeling, analytics, and data integration to support trading, structuring, and risk management decisions. The ideal candidate will combine deep mortgage market knowledge with strong quantitative skills to forecast borrower behavior, optimize portfolio performance, and enhance analytical infrastructure. Key Responsibilities Behavioral Modeling & Forecasting + Develop and maintain borrower performance models, including default, delinquency, and prepayment curves for pools of residential mortgage loans. + Create and calibrate S-curves and other behavioral models to capture sensitivity to interest rates, credit attributes, and macroeconomic factors. + Conduct scenario and stress testing to assess portfolio resilience under varying market conditions. Portfolio Analytics & Structuring + Perform levered cash flow modeling for whole loan pools and securitization structures. + Evaluate relative value across loan cohorts and securitization tranches using tools such as Intex, Yield Book, and internal models. + Support portfolio managers in trade structuring, hedging strategies, and P&L attribution. Data Management & Integration + Manage large, loan-level datasets and ensure data integrity across acquisition, surveillance, and reporting workflows. + Integrate data into internal systems and visualization platforms such as Snowflake, Power BI, and Tableau. + Collaborate with technology teams to enhance automation and scalability of analytical processes. Risk & Performance Monitoring + Track portfolio performance against expectations and market benchmarks. + Partner with risk management to design and implement hedging programs and monitor exposure metrics (duration, convexity, spread risk). Market & Research + Track all recent whole loan market activity and color. + Stay current on mortgage market trends, regulatory developments, and investor behavior. + Contribute to research initiatives on borrower behavior, housing economics, and securitization structures. What to expect when you join our firm + Hybrid working and reasonable accommodations + Generous Holiday policies + Paid volunteer time to step away from your desk and into the community + Support to grow through professional development courses, tuition/qualification reimbursement and more + Maternal/paternal leave benefits and family services + Complimentary subscription to Headspace - the mindfulness app + Corporate membership to ClassPass and other health and well-being benefits + Unique employee events and programs including a 14er challenge + Complimentary beverages, snacks and all employee Happy Hours Must have skills + Education: Master's or Ph.D. in a quantitative discipline (Finance, Economics, Statistics, Mathematics, Physics, Engineering, or related field). + Experience: Minimum 5 years in mortgage analytics, quantitative research, or portfolio modeling within an asset manager, hedge fund, bank, or rating agency. + Technical Skills: + Proficiency in cash flow modeling and loan-level analytics. + Advanced knowledge of Intex, Yield Book, and other mortgage analytics platforms. + Strong programming skills in Python, R, or SQL for data manipulation and model development. + Familiarity with Snowflake, Power BI, and Tableau for data integration and visualization. + Domain Expertise: Deep understanding of residential mortgage products (Prime, Non-QM, Jumbo, second liens, HELOCs), borrower behavior, and securitization structures. + Soft Skills: Excellent communication, ability to present complex analytics to senior stakeholders, and collaborative mindset. Supervisory responsibilities + No Potential for growth + Mentoring + Leadership development programs + Regular training + Career development services + Continuing education courses Compensation information The base salary range for this position is $180,000 - $210,000. This range is estimated for this role. Actual pay may be different. This role will remain open through the end of November, 2025. At Janus Henderson Investors we're committed to an inclusive and supportive environment. We believe diversity improves results and we welcome applications from candidates from all backgrounds. Don't worry if you don't think you tick every box, we still want to hear from you! We understand everyone has different commitments and while we can't accommodate every flexible working request we're happy to be asked about work flexibility and our hybrid working environment. If you need any reasonable accommodations during our recruitment process, please get in touch and let us know at **************************** . #LI-CH2 #LI-Hybrid Annual Bonus Opportunity: Position is eligible to receive an annual discretionary bonus award from the profit pool. The profit pool is funded based on Company profits. Individual bonuses are determined based on Company, department, team and individual performance. Benefits: Janus Henderson is committed to offering a comprehensive total rewards package to eligible employees that includes; competitive compensation, pension/retirement plans, and various health, wellbeing and lifestyle benefits. To learn more about our offerings please visit the Why Join Us section on the career page here (**************************************** . Janus Henderson Investors is an equal opportunity / Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status. Janus Henderson (including its subsidiaries) will not maintain existing or sponsor new industry registrations or licenses where not supported by an employee's job functions (as determined by Janus Henderson at its sole discretion). You should be willing to adhere to the provisions of our Investment Advisory Code of Ethics related to personal securities activities and other disclosure and certification requirements, including past political contributions and political activities. Applicants' past political contributions or activity may impact applicants' eligibility for this position. You will be expected to understand the regulatory obligations of the firm, and abide by the regulated entity requirements and JHI policies applicable for your role.
    $180k-210k yearly 60d+ ago
  • Global Banking & Markets, Securities Settlements, Associate - New York

    Goldman Sachs 4.8company rating

    New York, NY job

    WHO WE ARE Goldman Sachs is a leading global investment banking, securities and investment management firm that provides a wide range of services worldwide to a substantial and diversified client base that includes corporations, financial institutions, governments and high net-worth individuals. Founded in 1869, it is one of the oldest and largest investment banking firms. The firm is headquartered in New York and maintains offices in London, Bangalore, Frankfurt, Tokyo, Hong Kong and other major financial centers around the world. We are committed to growing our distinctive Culture and upholding our core values which always place our client's interests first. These values are reflected in our Business Principles, which emphasize integrity, commitment to excellence, innovation and teamwork. BUSINESS UNIT OVERVIEW Securities Settlements Operations provides operational support for multiple businesses including (but not limited to) Trading, Sales, Investment Banking, Private Wealth, etc. covering functions including Inventory & Liquidity Management, Settlements, Exception management and Reporting, and Strategic Projects. We support our international client base across global markets. Traders & Clients execute Buy & Sell transactions in all major markets, with increasing presence within emerging markets. Upon Settlement Date, trades need to be matched and inventory made available to ensure successful exchange of securities and cash. Securities Settlements Operations globally is located in London, Dallas, Salt Lake City, Singapore and Bangalore. The department's key priorities are to mitigate risk, provide exceptional client service and drive strategic change. RESPONSIBILITIES The position available is within the Securities Settlements Operations team. Key stakeholders and interactions will be with GS Trading and Sales Desks, Engineering and Operations Teams, Treasury, Legal, Compliance and external counterparties. Your responsibilities will include: * Developing and maintaining strong relationships with all stakeholders - Business, Engineering, Operations and Treasury. Actively engage, partner and drive changes, provide excellent service and support. * Ensuring transactions are delivered in a timely manner (in line with SLAs). * Monitoring Key Risk Indicators and ensuring they are at or below agreed levels * Proactively managing operational risk inherent in business. * Ensuring all operational risk/issues are identified and mitigated appropriately and proactively. * Ensuring adequate operational controls to manage non generic business. * Completing and overseeing daily checklist ensuring all controls, procedures and processes relating to the assigned functions are followed * To act as a change agent solving problems at root cause whilst also taking / making opportunities to automate flows * Consistently striving to identify opportunities to reduce risk, manual processing, improving client experience and being commercially effective DEVELOPMENT PROSPECTS Securities Settlements Operations has the benefit of being located in the nucleus of an investment bank so the exposure and interaction that the successful candidate will gain will be vast. The successful hire will interface with global teams across divisions. The successful candidate will be expected to act as a change agent, by improving processes and procedures and contribute meaningfully to the overall strategy of the organization. In depth on the job training will be provided, backed up with on-going support and oversight as the candidate will be responsible for an important function within the team. The role is ideal for a candidate who wants experience of a variety of Securities Settlements functions. SKILL / EXPERIENCE MANDATORY We are looking for an enthusiastic and committed individual who is looking to operate in a dynamic working environment where communication and teamwork skills are essential. Exceptional client service and relationship building are required to interact with our clients and the team. The candidate should have a control focus and be achievement orientated to produce results to ensure that all risk is mitigated. Work experience in a securities settlements, inventory management, trade support or securities middle office role for 3+ years minimum Equities Industry and market knowledge, including trade settlement, inventory management, and 204 regulatory experience PREFERRED Experience of playing a leading role in a team providing task supervision, support and training to more junior members. QUALIFICATIONS Undergraduate Degree educated candidate would be preferred. YOUR CAREER Goldman Sachs is an equal opportunities employer and is committed to the principle of diversity. Goldman Sachs conducts background checks on individuals offered employment with the firm and employment with Goldman Sachs is conditional upon individuals successfully completing those checks. As part of the background check process, Goldman Sachs may need to obtain a record of disclosable criminal convictions from a government agency such as the Criminal Records Bureau The firm has adopted policies on the recruitment of ex-offenders and on the retention, storage and disposal of criminal record information which are available on request. Salary Range The expected base salary for this New York, New York, United States-based position is $80000-$135000. In addition, you may be eligible for a discretionary bonus if you are an active employee as of fiscal year-end. Benefits Goldman Sachs is committed to providing our people with valuable and competitive benefits and wellness offerings, as it is a core part of providing a strong overall employee experience. A summary of these offerings, which are generally available to active, non-temporary, full-time and part-time US employees who work at least 20 hours per week, can be found here.
    $80k-135k yearly Auto-Apply 18d ago
  • Asset & Wealth Management, Global Credit Specialist, Vice President, New York

    Goldman Sachs 4.8company rating

    New York, NY job

    The Investment Strategy Group (ISG) within Goldman Sachs Private Wealth Management is responsible for strategic and tactical asset allocation views and providing advice to the firm's high net worth clients and certain institutions. The role of an ISG member requires a broad set of qualities, including a passion for investing, client servicing, as well as strong analytical and communication skills. The Tactical Asset Allocation team (TAA) within ISG seeks to generate tactical alpha for clients' portfolios by investing across macro asset classes (equities, fixed income, currencies and commodities). In addition to its investment mandate, the TAA team publishes several widely distributed reports and Outlooks each year, and is responsible for disseminating and communicating macro investment views to the firm's clients. We are seeking a junior Vice President hire who will focus on monitoring market conditions, conducting in-depth research and generating actionable investment insights across US & Global fixed income asset classes, with a specific focus on Global IG & HY Credit, Bank Loans and CDS. The ideal candidate will have a strong background in macroeconomic analysis, quantitative research, and experience in a sell-side or buyside fixed income asset allocation or portfolio strategy role. Key responsibilities: * Conducting comprehensive research on US & Global credit markets, by analyzing market valuations, fundamental market drivers, supply-demand dynamics, geopolitical factors, and macroeconomic indicators, highlighting key findings and investment recommendations for internal and external stakeholders * Create market monitors and new investment frameworks to drive our forecasts for Global credit markets and screen for tactical opportunities * Utilize data analytics, quantitative models, and financial software tools to assess market conditions and generate predictive investment insights in fixed income * The primary focus of the role will be on global credit markets, however the hire will be part of a broader team covering DM fixed income markets, and will also support our analysis of the US Treasury and Municipal bond markets Key Qualifications: * Bachelor's degree in Finance, Economics, STEM or a related field. Advanced degree (Master's or CFA) is a plus. * 4-7 years of experience in investment research, trading, or related roles within asset management or financial services with a focus on fixed income * Strong understanding of fixed income markets, ideally with expertise in Global Credit markets * Proficiency in quantitative analysis and financial modeling using Excel and Python, Matlab, R, or related language * Excellent analytical, communication, and presentation skills, especially the ability to explain complex technical concepts in simple terms * Passion for markets and investing * Ability to work in a fast-paced, collaborative environment * Attention to detail, patience, and ability to multi-task under pressure * FINRA Series 7 and 63 licenses (must obtain within the first 3 months) Salary Range The expected base salary for this New York, New York, United States-based position is $115000-$270000. In addition, you may be eligible for a discretionary bonus if you are an active employee as of fiscal year-end. Benefits Goldman Sachs is committed to providing our people with valuable and competitive benefits and wellness offerings, as it is a core part of providing a strong overall employee experience. A summary of these offerings, which are generally available to active, non-temporary, full-time and part-time US employees who work at least 20 hours per week, can be found here.
    $115k-270k yearly Auto-Apply 13d ago
  • Control Engineer

    Blackrock Resources 4.4company rating

    Newark, NJ job

    Role: Controls Engineer Employment Type: Direct Hire Compensation: Up to $95K Why Work for Our Client? * Perks: Free food products - enjoy freshly made goods daily * Benefits: Affordable employer-paid comprehensive benefits package * Growth: Strong opportunities for advancement and professional development Key Responsibilities * Program and troubleshoot Allen Bradley systems (RsLogix 500/5000, HMIs, drives) * Evaluate equipment and provide recommendations for improvements and safety enhancements * Train and support plant personnel at all operational levels * Maintain complete understanding of plant automation systems * Modify programs and troubleshoot complex control systems * Maintain logs, documentation, and system records Candidate Requirements Education & Experience: * Formal training in Allen Bradley systems, drives, and operator interfaces (required) * Manufacturing experience preferred (food/baking industry a plus) Essential Skills: * Extensive Allen Bradley programming experience (critical requirement) * 480-volt electrical control circuits and networking (Ethernet) * PowerFlex drives, Panel View HMI, UltraWare Servo systems * System evaluation and continuous improvement mindset * Training and mentoring capabilities Hiring Considerations Ideal candidate is a self-motivated controls professional who stays current with evolving automation technology and excels at cross-functional collaboration. Must demonstrate strong troubleshooting skills and proactive approach to safety and productivity improvements. To Apply: Contact Kristie at kharnish@blackrockres.com with your resume and best time to reach you. #LI-KH1
    $95k yearly 39d ago
  • Sales Enablement

    Wisdomtree Investments Inc. 4.2company rating

    New York, NY job

    We are seeking a Sales Enablement team member based in the New York Metropolitan area. In this entry-level role, you will support Sales Leadership's strategic and tactical initiatives to help meet and exceed established sales goals for our exchange-traded funds (ETFs). We're looking for candidates with a positive, winning attitude and a strong desire to pursue a long-term career in sales. After 12-months of successful service, you will be eligible to sit for the FINRA Series 7 and 63 licensing exams. This role is open to candidates located in the greater New York metropolitan area or within a commutable distance. Click to view post & apply! Success in this role would be achieved by: * Interpreting requests from the Sales team to determine scope and the most effective path to achieve objectives. * Improving processes, building efficiencies, and developing new capabilities for the sales organization. * Working closely with the sales team to maintain and update accurate sales records across all channels. * Researching, enriching, and appending information to leads to create actionable sales opportunities. * Supporting sales initiatives and ad-hoc projects as needs evolve. * Building a strong understanding of our products, services, competitive landscape, and consultative sales approach. Experience and required skill set: * BS/BA degree with a strong academic record. * Interest in launching a career in sales. * Ability to thrive in a fast-paced and dynamic environment. * Excellent verbal, written, and presentation skills. * Professional maturity and a strong work ethic. * Proficient in Salesforce and Excel. * Strong character references. $55,000 - $60,000 a year Compensation for this Role: * Base salary range of $55,000 through $60,000. * Annual discretionary bonus, payable in cash and/or equity securities consistent with WisdomTree's policies and procedures, and subject to the terms and conditions of WisdomTree's equity plan. Base rate offered will be based on candidate's experience, qualifications, skillset and geographic location (to account for comparative cost of living). Benefits for this Role: WisdomTree offers a comprehensive and competitive benefits package designed to support the health, financial security and overall well-being of our employees. Benefits include: * medical, dental and vision coverage with multiple plan options; * health savings and flexible spending accounts; * employer-paid life, disability and business travel insurance; * 401(k) plan with company match; * flexible paid time off; * educational reimbursement programs; * wellness and fitness activities; * paid parental leave; and * volunteer time off All such benefits are subject to the terms and conditions of WisdomTree's benefits plans and policies. About Us: WisdomTree is a global financial innovator, offering a well-diversified suite of exchange-traded products (ETPs), models and solutions as well as digital asset-related products. Our offerings empower investors to shape their financial future and equip financial professionals to grow their businesses. Leveraging the latest financial infrastructure, we create products that emphasize access, transparency and provide an enhanced user experience. Building on our heritage of innovation, we offer next-generation digital products and services related to tokenized real world assets and stablecoins, as well as our blockchain-native digital wallet, WisdomTree Prime, and institutional platform, WisdomTree Connect.* * The WisdomTree Prime digital wallet and digital asset services and WisdomTree Connect institutional platform are made available through WisdomTree Digital Movement, Inc., a federally registered money services business, state-licensed money transmitter and financial technology company (NMLS ID: 2372500) or WisdomTree Digital Trust Company, LLC, in select U.S. jurisdictions and may be limited where prohibited by law. WisdomTree Digital Trust Company, LLC is chartered as a limited purpose trust company by the New York State Department of Financial Services to engage in virtual currency business. Visit ******************************* the WisdomTree Prime mobile app or ***************************** for more information. Work Smart: Headquartered in New York City, WisdomTree embraces a "Work Smart" philosophy that transcends physical workspace, aiming to optimize productivity, efficiency and effectiveness. Employee time in the office generally is not prescribed, and team leaders are empowered to determine how their teams work best, based on their roles, which may include in-person, in-office engagement. Mission, Vision & Values: WisdomTree is committed to delivering a better financial experience through the quality of our products, solutions and engagement, and to be the leader in delivering best structured access to global asset classes, empowering clients through innovative solutions and long-term performance. WisdomTree employees strive for excellence and innovation, work with transparency and accountability and support each other as a global team. We welcome the applications of qualified individuals who will support this mission and thrive in our collaborative and empowering work environment. Learn more at ************************** WisdomTree is proud to be an Equal Opportunity Employer, committed to the consideration of all applicants and existing employees for all positions, and we evaluate qualified applicants without regard to race, color, religion, creed, sex, gender, age, national origin or ancestry, ethnicity, physical or mental disability, veteran status, marital status, sexual orientation, pregnancy, citizenship status, genetic information, or any other status or condition protected by applicable law.
    $55k-60k yearly 27d ago
  • 2026 Summer Internship Program - AMERS

    Blackrock, Inc. 4.4company rating

    New York, NY job

    Our Summer Internship Program is a nine-week internship taking place June through August. This program is designed to provide students with a challenging, meaningful and supportive internship experience that replicates, as closely as possible, the experience of being a full-time BlackRock Analyst. The program begins with an orientation that offers a thorough overview of the firm and the opportunity to hear from a number of senior leaders. Following orientation, interns receive on-the-job training and are given day-to-day responsibilities to contribute to their teams throughout the summer. Programming also features a speaker series, mentoring and various networking opportunities, including activities with our employee networks. If you enjoy this program, you should explore our Full-Time Analyst Program, which you can consider applying to after your internship. Who can apply: Undergraduate or master's students graduating between September 2026 and July 2027. Important: Candidates can apply for only one program (e.g., Summer Internship Program or Quantitative Master's Internship Program) and up to two functions within that program (e.g., Investment Research and Analytics & Modeling). You must apply for both opportunities using the same program application. If you withdraw your application, you cannot submit another application this program this year. Next steps: Once you submit your application, you will receive an email to complete a pre-interview assessment. You have up to five days to submit your pre-interview assessment; if you fail to do so, your application will be automatically withdrawn. We look forward to reviewing your application! BlackRock is proud to be an equal opportunity workplace. We are committed to equal employment opportunity to all applicants and existing employees, and we evaluate qualified applicants without regard to race, creed, color, national origin, sex (including pregnancy and gender identity/expression), sexual orientation, age, ancestry, physical or mental disability, marital status, political affiliation, religion, citizenship status, genetic information, veteran status, or any other basis protected under applicable federal, state, or local law. View the EEOC's Know Your Rights poster and its supplement and the pay transparency statement. BlackRock is committed to full inclusion of all qualified individuals and to providing reasonable accommodations or job modifications for individuals with disabilities. If reasonable accommodation/adjustments are needed throughout the employment process, please email Disability.Assistance@blackrock.com. All requests are treated in line with our privacy policy. For California state and New York City only: The salary ranges for these positions are below. Please note, salary rates for a role are determined by department or team within a Business Area, as well as location of the role. Business Areas Salary Range (hourly rate) Client & Product Functions $38.46 - $55.25 Corporate & Strategic Functions $38.46 - $48.07 Investment $38.46 - $56.49 Operations $36.05 - $56.49 Technology $43.26 - $56.49 For Florida, Georgia, Illinois, Massachusetts, New Jersey, Washington state, and Washington DC, only: The salary ranges for these positions are below. Please note, salary rates for a role are determined by department or team within a Business Area, as well as location of the role. Business Areas Salary Range (hourly rate) Client & Product Functions $36.05 - $48.07 Corporate & Strategic Functions $36.05 - $45.67 Investment $36.05 - $54.08 Operations $33.65 - $54.08 Technology $38.46 - $54.08 For Montreal and Toronto only: The salary ranges for these positions are below (in CAD). Please note, salary rates for a role are determined by department or team within a Business Area, as well as location of the role. Business Area Salary Range (hourly rate) Client & Product Functions $38.82 - $45.67
    $38.5-54.1 hourly 49d ago

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