Senior Analyst jobs at Gelfand

Source One is a consulting services company and we're currently looking for the following individual to work as a consultant with our direct client, a global speciality insurance carrier in Greenwich, CT. This is a Hybrid role see details below. This role will be Hybrid (4 days onsite, 1 day remote) and available to candidates local to the Greenwich, CT area. No C2C, Third Party or Sponsorship Title: Insurance Business Systems Analyst Location: Hybrid (4 days onsite, 1 day remote) Hybrid (Mon-Fri, 40 hours) Fulltime, Permanent Salary Range : $70,000.00- $80,000.00 10%bonus eligible) MUST HAVE Recent Experience in the Insurance Industry! This role will help bridge the gap between business needs and IT solutions in the insurance industry by gathering requirements, assisting with implementation efforts, supporting end users and software systems, and improving upon business processes. Collaborate with stakeholders, analyze data, author business and technical requirements, and help ensure that technology projects align with insurance industry standards and company goals. Responsibilities • Gather and define business requirements: Work with subject matter experts to collect and document business needs for new or enhanced systems through interviews, workshops, and surveys. • Systems Support: Help with the implementation, maintenance, and ongoing production support of critical insurance software systems and ensure system performance and stability. • Troubleshoot and test: Assist in testing and troubleshooting systems to resolve issues and ensure they function correctly. • Project Work: Assist with projects and shifting priorities as needed. • Liaise between business and IT: Function as a communication bridge between business departments (like underwriting, operations, finance) and the information technology team. • Improve processes: Analyze existing business processes to identify areas for improvement and efficiency gains. • Analyze data: Evaluate data to inform decision-making and report on key performance indicators (KPIs). • Training and documentation: Train users on software applications, system enhancements, and create detailed business process documentation. • Reporting: Respond to user requests to generate reports from the system. Skills & Requirements • Minimum of 3-5 years of experience. • Insurance Industry Knowledge: A strong understanding of insurance products, business processes, and industry regulations is crucial. • Analytical and problem-solving: Ability to analyze complex situations, identify root causes of problems, and develop effective solutions. • Communication: Excellent written and verbal communication skills to effectively collaborate with diverse business stakeholders and technical teams. • Project Management and Process Knowledge: Familiarity with different project management methodologies like Agile or Waterfall, and the ability to create process flows and user stories is beneficial. • Software Familiarity: Experience with specific insurance software platforms like Guidewire, Duck Creek, Insurity, Origami, can be a significant advantage. • Technical Skills: Experience with SQL, data visualization tools, Power BI, and understanding of software systems

Business Systems Sr. Analyst Company: Confidential (Large Investment Firm) Position Type: Full-Time (Direct-Hire) Responsibilities: Performs analysis of business activities to determine business requirements. Works with business users to understand and define needs. Converts business requirements into functional specifications. Works closely with project team members, business users, QA, developers, and other technology professionals in an Agile environment to ensure that project deliverables are completed on time and within budget. Acts as a liaison between business stakeholders and the technology organization to ensure proper implementation of requirements within the expected timetable. Communicates any material modifications of business requirements to business stakeholders. Collaborates on systems scope and objectives based on both user needs and an understanding of applicable business systems and industry requirements. Ensures proper data processing using data checks and reports to facilitate error free business processes. Collaborates with the QA team in developing high level test plans. Reviews test cases developed by the QA team. Works with automated testing team when needed for performance/load testing as well as automated regression testing. Works to ensure a positive product for business stakeholders by overseeing the implementation of new software. Creates and maintains proper training materials and business documentation. Follow the Software Development Lifecycle (SDLC), ensuring that all steps of the process have been followed prior to releasing any code. Provides application and production support as needed to the departments and systems that they support. Provides guidance to less experienced Business Systems Analysts. Required Experience: Bachelor's degree or equivalent experience in a business or technology related field. Minimum of 2-5+ years of experience in the financial services industry, ideally supporting buy-side technology. Intermediate technical skills including an understanding of underlying relevant technical architecture and business processes. Proven ability to efficiently utilize resources and communicate with others, both verbally and in writing. Proven analytical skills and demonstrated ability to make independent decisions. A firm understanding of systems development lifecycle and Agile framework. Proven ability to develop creative solutions to meet business needs. Preferred/Nice to Have: Trading and investment exposure preferred. Background in Trade Processing, specifically SWIFT and Heliograph, preferred.

The Business Systems Analyst will provide applications support and day-to-day operational assistance with the main ERPs. They will work with application vendors, property managers, operational, finance and accounting teams, asset management teams and other IT staff to ensure that company operations are properly supported on the various platforms. This role will support both internal and external users through a variety of activities including but not limited to system updates and enhancements, configuration updates, training, documentation, diagnosing root causes and remedial actions. The winning candidate will possess strong organizational skills, along with a strong sense of commitment, responsibility, and sound judgment. They should demonstrate a collaborative approach and the capacity to adapt effectively within a dynamic work environment. This candidate should be a strategic thinker; effectively understand the business needs, clearly articulate technical requirements and research and identify potential solutions. ESSENTIAL JOB FUNCTIONS The primary responsibilities of this position include but are not limited to: Maintain the integrity and configuration of the ERP to support business critical processes Act as technical product owner for several ERP modules Act as a liaison between internal and external stakeholders to support business processes enabled by the ERP Implement configuration changes and application enhancements using structured methodology Conduct structured testing of changes or work with QA teams and business users to ensure testing processes follow organization standards Support and directly execute day-to-day processes including: Document & Maintain Access Control ETL management Import/Export Month-end processes Property & Fund Budget updates Support Property & Fund Accounting with general ledger and variance analysis of monthly financial statements ensuring data accuracy Assist with providing financial information needed for compliance, regulatory filings and various ad-hoc reports Provide end-user support by addressing support tickets for internal and external stakeholders Partner with internal and external support teams to ensure best practices are implemented within the ERP Prepare and maintain documentation to support system administrative functions, procedures and processes OTHER JOB FUNCTIONS Performs duties as assigned. TECHNICAL SKILLS AND EXPERIENCE Most important: Experience supporting and troubleshooting ERP applications, working closely with business users in the system of records Experience working on projects in collaboration with various stakeholders Experience documenting application training materials and operating procedures Experience using tools to define and document business requirements, user stories and test cases Experience developing, overseeing and performing testing against product updates, enhancements, plugins Important: 1+ years prior experience with the following Yardi Modules is highly desired but not required: Voyager Core (GL, AP, AR) Investment Accounting Commercial Job Cost + Construction Manager Advanced Budget & Forecasting + Forecast Manager Deal Manager Fixed Assets Manager Experience with system integrations Understanding of database fundamentals Experience with basic SQL knowledge Desirable, but not required: Experience with visual modelling tools including UML Experience having worked using structured software engineering methodologies, frameworks and tools including Agile/Scrum (or similar) methodologies Experience working on cloud enabled solutions such as Microsoft Azure NONTECHNICAL SKILLS Most important: Strong communication and interpersonal skills to work within a team environment Creative thinking and problem solving Takes initiative and is a self-starter Can work and collaborate effectively remotely Strong Prioritization skills Important: Experience with appropriate organization complexity Experience with appropriate organization size Strong writing, presentation, and documentation skills EDUCATION Undergraduate degree in Computer Science, Finance or equivalent work experience

The IT Security Analyst is responsible for developing, implementing, and managing security measures across multiple functional areas including core infrastructure, data, network, systems, and web applications. This role supports the creation and enforcement of security policies and procedures, monitors for threats and vulnerabilities, and assists in incident response and risk analysis. The analyst will collaborate with IT and business units to ensure the organization's security posture aligns with strategic goals and regulatory requirements. DUTIES Monitor and analyze security threats including viruses, malware, phishing attempts, and suspicious system activity across firewalls, IDS, VPN, email filters, and web filters. Reports adverse security events and risk assessments to the Information Security Officer and Chief Information Officer Administer and enforce security policies by managing user access, reviewing violation reports, investigating anomalies, and maintaining documentation of security controls. Provide end-user support for security-related issues including malware infections, phishing attempts, and safe browsing practices. Evaluate and recommend security tools, technologies, and procedures to improve protection and operational efficiency. Educate IT staff and business units on security policies and best practices; consult on security implications of user-managed systems and applications. Participate in IT projects to ensure the security requirements are integrated into system design and implementation. Support the organization's IT strategic plan by delivering secure technology solutions that meet the business objectives. Ensures compliance with internal policies, regulatory requirements, and industry standards. QUALIFICATIONS EDUCATION: Bachelor‘s Degree in Computer Science, Information Systems, or other related field. Or equivalent work experience. EXPERIENCE: 3 to 5 years of combined IT and security experience with a broad range of exposure to systems analysis, application development, database design and administration; one to two years of experience with information security. SKILLS/ABILITIES Strong understanding of security principles, technologies, and practices across diverse platforms. Hands-on experience with configuring and securing workstations, laptops, mobile devices, servers, printers, switches, and other peripherals. Familiarity with banking applications such as Fiserv, Jack Henry, or FIS. Excellent verbal and written communication skills with the ability to convey complex technical concepts to non-technical audiences. Demonstrated problem-solving, analytical thinking, and decision-making skills. Strong customer service orientation and interpersonal skills. Security certifications (e.g. CompTIA Security+, CEH, GCIH) are a plus. Applicants must be authorized to work in the United States without the need for visa sponsorship now or in the future. WHY WORK FOR US? Since opening our first branch in Los Angeles in 2008, Royal Business Bank (RBB) has grown rapidly by adding branches in Southern California, Nevada, New York, New Jersey, Chicago and Hawaii. We offer a comprehensive and innovative suite of banking services for individuals and businesses. We have great benefits that include, but not limited to: Medical insurance Vision insurance Dental insurance 401(k) Disability insurance Royal Business Bank may collect personal information from potential job candidates and applicants. For more information on how we handle personal information and your applicable rights, please review our Privacy Policies (GLBA Privacy Notice, California Consumer Privacy Act and Online Privacy) at our website **************************** . Royal Business Bank is an Equal Employment Opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, protected veteran status, disability status, sexual orientation, gender identity or expression, marital status, genetic information, or any other characteristic protected by law.

Senior Workday Payroll Consultant - 9-12 Month Contract Hale International is partnering with a large manufacturing organization to support the implementation of Workday Payroll across a complex, unionised environment. We are looking for an experienced Senior Workday Payroll Consultant to play a key role in the delivery of this programme, supporting a payroll population of approximately 15,000 employees across multiple U.S. states and select international locations. This role will cover the full lifecycle of the implementation, from design and requirements gathering through testing, go-live, and post-production stabilization and optimisation. Key Responsibilities: Lead the configuration and delivery of Workday Payroll across a large, multi-entity manufacturing workforce. Support weekly, bi-weekly, semi-monthly, monthly, and off-cycle payroll runs. Gather detailed business and payroll requirements by working directly with Payroll, HR, Finance, Compliance, and Union stakeholders. Provide expert guidance on Workday Payroll best practices, tailored to a unionised manufacturing environment including shift work, overtime, premiums, and complex pay rules. Configure and support multi-state payroll processing and compliance, with a focus on California, Oregon, Washington DC, and Virginia. Support aspects of global payroll for Canada, France, and the UK. Lead testing across all phases, including UAT, Parallel Payroll, and full end-to-end testing. Work closely with technical teams to resolve payroll, integration, and data issues. Support payroll data migration and validation, including balances and year-to-date figures. Provide hands-on support during post-go-live stabilization, followed by optimisation and enhancement activities. Partner with Time Tracking, Absence, Benefits, and Finance teams to ensure full end-to-end payroll integration. Support knowledge transfer and help establish strong operational processes for the business. Required Experience: 5+ years of Workday Payroll experience, including at least one full end-to-end implementation. Strong background delivering payroll solutions within manufacturing or similarly regulated environments. Proven experience supporting unionised payroll populations. Hands-on experience with multiple payroll frequencies (weekly, bi-weekly, semi-monthly, monthly, and off-cycle). Strong knowledge of multi-state payroll compliance, particularly CA, OR, DC, and VA. Exposure to global payroll operations (Canada, France, and the UK) highly desirable. Demonstrated experience leading UAT, Parallel, and End-to-End payroll testing. Confident working directly with senior stakeholders on requirements gathering and solution design. Strong reporting, reconciliation, and audit support experience. Excellent communication skills and the ability to work in fast-paced, large programme environments. This is an excellent opportunity to take a lead role on a large-scale Workday Payroll implementation within a complex, unionised manufacturing business, with additional exposure to global payroll operations.

The Principal Process and Business Analyst plays a critical role in shaping Technology Credit Union's (Tech CU) enterprise approach to process optimization, knowledge management, business requirements, and user acceptance testing governance. This role serves as the functional owner for Tech CU's process catalog and knowledge management strategy, ensuring that Tech CU's people, processes, systems, and data are aligned to deliver efficient, member-centric services. The incumbent acts as a bridge between business stakeholders, technical teams, and vendors, and helps shape solutions that improve operational performance, enhance knowledge sharing, and create a culture of continuous learning and innovation. Responsibilities Essential Duties Enterprise Knowledge Management (KM) Maintains and enhances the enterprise process catalog in partnership with the lines of business and the enterprise risk management team. Participates in KM Strategy discussions, vendor evaluations, RFP processes, and contract negotiations including providing requirements and evaluation criteria. Designs, implements, and maintains a KM framework that captures, organizes, and makes business policies, procedures, job aids, FAQs, and best practices are centrally available, well-maintained, and consistently adopted. Partners with IT and vendor teams to integrate KM systems with chatbots, member self-service portals, and employee tools, ensuring a seamless experience across channels. Establishes governance for KM content lifecycle (creation, approval, versioning, archiving) and drives adoption across departments. Defines and tracks KM KPIs (usage, adoption, accuracy, and impact on member/employee efficiency). Business Analysis & Requirements Governance Contributes to the business requirements lifecycle, establishing enterprise standards for elicitation, documentation, traceability, and sign-off. Oversees requirements for assigned projects, ensuring alignment with enterprise goals, business owner needs, and agile project management frameworks. Serves as the enterprise liaison between business stakeholders, IT, and vendors, ensuring requirements translate into effective solutions. Governs and maintains Tech CU's repository of business requirements, UAT artifacts, and process documentation. User Acceptance Testing (UAT) Oversight Participates in defining Tech CU's UAT governance framework and measure its effectiveness, including test planning, script creation, execution oversight, defect triage, and sign-off. Owns the UAT for assigned projects. Process Optimization & Continuous Improvement Applies methodologies such as Lean, Six Sigma, and value stream mapping to identify inefficiencies, streamline workflows, and improve member and employee experiences. Program-manages company-wide process improvement opportunities and related efforts. Supports business units in defining process KPIs, measuring outcomes, and embedding continuous improvement practices into daily operations. Work Schedule Full-time; typically, 40+ hours/week Flexible within core business hours, Pacific Time, M-F Occasional extended early morning or late evening hours, and weekends, typically with advance notice Workplace Essentials Supports Tech CU's Mission and Vision and consistently demonstrates Tech CU's Values (Accelerate, Collaborate, Innovate and Cultivate). Meets with manager on a regular basis to discuss goal alignment, performance metrics, and development plans. Complies with Tech CU policies and procedures. Upholds employee Code of Conduct and Business Ethics and ensures confidentiality of the workplace. Complies with requirements imposed by federal, state and local agencies. Adheres to internal control and security measures designed to ensure regulatory compliance and mitigate losses and errors. Qualifications Education: B.S. Degree in Business, Project Management, MIS, Computer Science, or related area (or equivalent experience). Experience: 8+ years in business analysis, knowledge management, or process improvement roles. 5+ years designing and implementing knowledge management frameworks or platforms. 5+ years leading requirements management and UAT governance across complex projects. 3+ years applying process improvement methodologies, such as Lean, Six Sigma, DMAIC (Define, Measure, Analyze, Improve, Control), and value stream mapping. Familiarity with financial institution operations and systems is strongly preferred. Knowledge/Skills/Abilities: Advanced expertise in knowledge management frameworks and content governance models. Strong business analysis and process modeling skills; able to translate complex needs into actionable solutions. Advanced facilitation, communication, and presentation skills across all organizational levels. Strong proficiency with Business Analysis (BA) and UAT tools (JIRA, Confluence, ALM, SharePoint, KM platforms). Solid familiarity with change management methodologies, such as ADKAR (Awareness, Desire, Knowledge, Action, Reinforcement) and Kotter, to drive adoption. Strong analytical skills to measure process impact and knowledge usage. Comfortable managing vendors, platforms, and external consultants. Strong knowledge of SDLC (Software Development Life Cycle) and agile practices to align process and knowledge requirements with development cycles. Strong analytical skills to quantify process impacts and measure knowledge usage. Solid ability to coach and mentor colleagues on process improvement and knowledge management best practices. Licensing/Certifications: Lean Six Sigma certification (Green or Black Belt preferred). Knowledge Management or Process Excellence certifications (e.g., APQC, AIIM) a plus. CBAP, PMI-PBA, or ISTQB certification a plus. Travel: May be required to periodically attend offsite training, meetings or events, typically with advance notice. Typical Working Conditions: Office environment with interaction with a variety of internal and external parties. May work remotely as determined by business need and individual performance. Equipment Used: Routinely uses standard office equipment, including computer, phone, copier and other devices. Physical Requirements: Typical office environment with frequent sitting, walking and standing. Ability to sit ~85% of the day. Ability to keyboard and read computer screen for ~65% of the time during which one is seated. Ability to work 40 hours per week with some weeks requiring extra hours, including weekends and evenings, to complete projects (if required). EQUAL EMPLOYMENT OPPORTUNITY Technology Credit Union is an Equal Opportunity Employer. All qualified employees and applicants receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetic information, age, disability, veteran status or any other legally protected basis. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training. Pay and Benefits Position Grade: 108 Salary Range: minimum-$132,000, midpoint-$160,000, maximum-$188,000 Work Location: The salary range listed is based on working in San Jose, CA. If you work remotely, your salary will be adjusted based on your geographic location. Typical Starting Pay: Most new hires start between the minimum and midpoint of the range (adjusted for work location if applicable), based on experience and qualifications. Bonus Potential: Target 15% of base salary based on company and individual performance Tech CU is a pay-for-performance organization. We benchmark base pay to the 50th percentile of our market and offer incentive-based compensation tied to individual and company goals. Tech CU offers a comprehensive benefits package, including: Health Coverage: Medical, dental, and vision plans Income Protection: Life and disability insurance Retirement: 401(k) plan with company match Paid Holidays: 12 days annually Paid Time Off (PTO): Accrues at 7.08 hours per bi-weekly paycheck (approximately 23 days per year) Increases with length of service Voluntary Time Off (VTO): 8 hours annually for full-time employees to support charitable organizations Additional Benefits: Flexible Spending Accounts Employee-paid voluntary benefits Leaves of absence in compliance with state and federal regulations

Kayne Anderson Rudnick Investment Management in Century City is seeking a highly motivated, organized, committed individual with strong initiative and excellent communication skills for the role of Senior Investment Performance Analyst. This position is responsible for calculating and analyzing portfolio related statistics including investment performance, fundamental characteristics, and performance attribution. This requires a comprehensive understanding of performance and analytics calculations, including composite maintenance, GIPS compliance, fundamental characteristics, performance attribution, risk statistics and performance reporting. In addition, this role would oversee the fulfilling of periodic and ad-hoc reporting needs, as well as completing RFP/Questionnaires requests for performance data. This role also holds the responsibility for maintaining the integrity of performance data across the firm and for ensuring our firm's GIPS Compliance. Lastly, this role would be expected to cross-train and help across other functions across the PAR team and either lead or assist on special projects as needed. Duties and Responsibilities: The following duties are generally representative of the nature and level of work assigned and are not necessarily all inclusive. Manage the daily, monthly and quarterly reporting of investment performance Oversee the firm's GIPS compliance, annual GIPS examination, as well as the maintenance of performance composites Run and analyze performance attribution, providing commentary and insights on observations Calculate and analyze portfolio fundamental characteristics Respond to internal ad-hoc requests and RFPs/RFIs for performance and analytics related data Recommend and implement process changes as needed to increase the efficiency of the team, including continued automation of routine processes Develop ways to offer thoughtful insights to better serve both internal and external stakeholders Participate and lead special initiative projects as needed Familiarity with SS&C GWP, Sylvan, FactSet Portfolio Analysis, FactSet SPAR, FactSet Risk Models - Axioma, Barra, Morningstar Direct Ideal Qualifications: Bachelor's degree in economics, finance, statistics or equivalent Progress towards CIPM, CFA is a plus At least 5-7 years' relevant experience Knowledge of GIPS and performance measurement concepts Experience with FactSet Portfolio Analysis and SPAR is extremely helpful Proficient in MS Excel (sort, search, link, pivot tables, formatting, formulas, macros, VB, etc.) Microsoft Office Proficiency (Word, Excel, Outlook) Familiarity in the following programs or systems would be additive: Sylvan, GWP, other accounting portfolio systems, Bloomberg Ability to quickly learn new systems and software Interpersonal/Communication/Language Skills: Ability to competently and accurately handle multiple projects and/or tasks simultaneously while meeting deadlines Effective organizational skills; with the ability to focus on details within the context of the overall goals Self-starter with motivation to develop new insights, and ideas to enhance current procedures Strong leadership skills with the ability to train and motivate junior team members Outstanding analytical and strong communication skills; with the ability to simply explain complex concepts to internal stakeholders Able to work independently, but also effectively in a team environment; as well as having demonstrated ability to build strong working relationships with multiple stakeholders across organization functions The starting salary range is $115,000 to $160,000. The starting salary range will vary based on the applicant's education, experience, skills, abilities, geographic location, internal equity, and alignment with market data. This position is also eligible to participate in the company's annual incentive plan. Benefits: We offer a variety of benefits that support employees and their families in maintaining all aspects of health and wellness. We pride ourselves on offerings that encourage work-life balance and support the needs and goals of the team. Competitive Pay Medical, Dental, and Vision Insurance Life and Disability Insurance Health Savings Account with a Company Match Flexible Spending Accounts including Dependent Care Wellness Program Tuition Reimbursement 24-Hour Employee Assistance Program Adoption Assistance Paid Family Care Time Paid Volunteer days Gym onsite Paid Parking -LA Office Lunch provided Hybrid 3/2 (Subject to change) KAR is made up of diverse, talented, and passionate employees working together to achieve a common and rewarding goal: providing high quality investment strategies and wealth solutions for our clients. Awarded Best Firm Culture at the 2022 PAM Awards, KAR maintains a team-oriented culture of accessibility, open communication, and respect. We believe in empowering and growing our people and are excited to be hiring. KAR is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status. For additional information on Kayne Anderson Rudnick, please access the firm's web site at *************

Conning is a leading global investment management firm with a long history of serving the insurance industry. We develop customized investment strategies that address our clients' unique objectives, requirements and tolerance for risk. We develop solutions by leveraging Conning's risk management tools and utilizing a highly disciplined investment process that relies on fundamental analysis. In this role the Analyst will prepare, analyze, and deliver portfolio risk and performance reports from various portfolio risk and performance measurement and attribution systems to provide portfolio insight. Perform data validation and exception processing. Provide support to users of these reports across investment management, marketing groups, and clients. Essential Responsibilities Prepare monthly and quarterly client performance presentations. Support ad-hoc reporting requests. Perform calculations, analysis, and research to support performance measurement, risk, and portfolio management. Monitor performance data workflow, processes, and systems. Identify ways to maintain accuracy, reduce risk and improve efficiency. Identify, research, and resolve investment performance and performance attribution data anomalies, system issues. Support sales and marketing with performance for RFPs, presentations, consultant databases and due diligence questionnaires. Ensure Global Investment Performance Standards (GIPS ) policies and procedures are followed. Assist with the annual GIPS verification. Support global investment initiatives through participation in projects, development and implementation of new initiatives, process reviews and/or system enhancements. Requirements Bachelor's degree, or equivalent, in accounting, finance, economics or business. Demonstrate understanding of investment asset types such as Fixed Income instruments, Derivative Instruments and Equities. Strong analytical skills and the ability to apply those to systems (SQL, Visual Basic, Excel). Solid interpersonal, partnership and relationship building skills. Must be precise, thorough and detail oriented. Ability to work in a fast-paced environment. Preferred Requirements Prior investment performance, analytics and/or GIPS experience. Candidates who are actively pursuing or have CIPM, CFA, MBA etc. Experience with industry tools such as BISAM B-One, SimCorp Dimension, Bloomberg/PORT, and/or similar performance/invest Conning is an equal opportunity employer. Our company embraces the principles of inclusion; our employees can bring the best version of themselves to work every day. We thrive in an environment where everyone's voice is heard, every idea counts, and the differences of our employees are valued. We provide reasonable accommodations to those who need them. If you are unable to complete this application due to a disability, contact us to ask for an accommodation or an alternative application process. We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity, status as a veteran, and basis of disability or any other federal, state or local protected class. Applicants must exhibit a strong commitment to meet compliance obligations reflecting Conning's core values of honesty and integrity; must accept responsibility for compliance in each role and comply with all applicable rules, regulations, and legal requirements.

We are hiring a Senior Performance Analyst to support initiatives specific to investment performance measurement and analysis! You will be collecting, calculating, measuring and analyzing investment performance and presenting results to internal business clients including Marketing, Client Reporting, Portfolio Managers, Senior Business Leaders, Compliance, Product Development and other partners. Key Responsibilities * Calculation and analysis of relevant fund performance and other analytical data, including ad-hoc data requests. * Production of recurring deliverables provided to internal business partners. * Actively support implementation of changes impacting performance, including development of solutions. * Partner with internal organizations to ensure good data quality and to identify and resolve issues related to reporting. * Ensure documentation of relevant processes are complete, detailed and well-maintained. * Work on ad-hoc projects as needed. Required Qualifications * BS/BA degree in Business, Finance, Accounting, or similar * Knowledge of investments, fund accounting and reporting * 5-7 years work experience in the financial services or investment management industry * A standout colleague who can efficiently meet fast paced target dates * Critical thinker with strong problem-solving skills * Strong verbal and written communications skills * Strong organizational skills * Ability to work independently Preferred Qualifications * Curiosity about financial markets * Work experience specific to performance measurement and analytics * Experience with investment analytic systems like FactSet or BlackRock * CIPM, CFA or eager to pursue * Proficiency with Microsoft Excel and Access About Our Company We're a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of 2024. With our team of more than 20,000 people in 20 countries, we advise, manage and protect assets and income of more than 3.5 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses - Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world. Base Pay Salary The estimated base salary for this role is $74,800- $101,000 / year. We have a pay-for-performance compensation philosophy. Your initial total compensation may vary based on job-related knowledge, skills, experience, and geographical work location. In addition, most of our roles are eligible for variable pay in the form of bonus, commissions, and/or long-term incentives depending on the role. We also have a competitive and comprehensive benefits program that supports all aspects of your health and well-being, including but not limited to vacation time, sick time, 401(k), and health, dental and life insurances. Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law. Full-Time/Part-Time Full time Exempt/Non-Exempt Exempt Job Family Group Mutual Fund Operations Line of Business AMINV US Asset Management

Benefits: 401(k) matching Bonus based on performance Dental insurance Free food & snacks Health insurance Paid time off Parental leave Signing bonus Vision insurance Wellness resources Hanwha Asset Management is a global financial asset manager with multiple locations, including Singapore, Korea, and the U.S. We serve institutional clients with our multi-asset business model with about $90B of AUM. We seek investment talents who want to change the world with founders and invest in technologies making us pursue a better life for the next generations. Our recent activities include participation in Mistral AI, Shield AI, Luma AI, Atropos, Groq, Temporal and other startups. THE ROLE. The Senior Venture Capitalist / Investment Manager will focus on developing investment strategies in AI and related sectors, exploring new and unconventional domains to drive innovation. Responsibilities include identifying startups, conducting market analysis, performing due diligence, and managing complex financial models. This individual will lead and participate in all aspects of our investment process for our venture capital portfolio, including sourcing and portfolio monitoring. The successful candidate will be a smart, resourceful, outgoing self-starter with a proven ability to proactively find and attract the best investment opportunities domestically and/or globally. In addition to deal sourcing and diligence, the Senior Investor will also be expected to support and provide value to our portfolio companies and strategic limited partners. This position is based in San Francisco, requiring attendance in the office four days per week. RESPONSIBILITIES. Strategy Development: Develop and refine Hanwha Asset Management USA's investing strategy in alignment with the company's mission, objectives, and structure. Investment Sourcing: Identify AI enterprises and technologies that align with the company's strategic goals. Investment Due Diligence: Lead comprehensive due diligence on prospective investment opportunities. This includes financial analysis, deal structuring, legal compliance, and risk assessment. Investment Management: Oversee day-to-day portfolio management of the existing investment portfolio. Risk Management: Work closely with the Asset Management team to develop risk mitigation strategies for investments and establish monitoring mechanisms to track performance over time. Stakeholder Engagement: Engage with investees and other stakeholders to facilitate ongoing collaboration and support. Investment Measurement: Develop and implement systems for tracking and measuring investments, including the development of key performance indicators (KPIs). Reporting: Prepare and present reports on investing activities, performance, and outcomes to leadership and stakeholders REQUIREMENTS. Minimum of 7 years of relevant work experience in institutional investment management. Deep understanding of VC investing and a desire to advance an investment strategy using non-traditional methods. Proven track record of success in investment sourcing, diligence, structuring, and management of impact investments. Experience with Notion or other investment performance reporting software is a plus. Exceptional strategic thinking skills around operationalization and execution in complex and ambiguous environments. Demonstrated experience building and maintaining relationships with a diverse range of stakeholders across different geographies and subject areas. Strong interpersonal and communication skills; experience in effectively communicating key data, including presentations to senior management and other outside partners. PhD Degree in AI (CS or DS) and experience in AI/ML, mobile tech, or engineering strongly preferred. Willingness and ability to travel. Hanwha Asset Management USA, Ltd. offers a comprehensive medical, dental & vision benefits package, including robust paid time off and a generous 401k match, designed to support your well-being and financial future. Compensation: $200,000.00 - $250,000.00 per year Hanwha Asset Management Founded in 1988, Hanwha Asset Management has grown into a comprehensive asset management company offering a full range of financial instruments, including stocks, bonds, MMFs, fund of funds, social overhead capital, derivatives, real estate, ETFs, special assets and PEFs in both domestic and overseas capital markets. Our professional staff have unparalleled expertise in operating highly organized systems across all areas, including product development, research, compliance and risk management. All of our products and services cater to customer needs because we strictly adhere to the principle and management philosophy of placing customers above all else. Building on our capabilities in South Korea, we are growing into a global asset management company by operating local subsidiaries in the US, Singapore and China. At the end of 2022, we were one of South Korea's top asset management companies with USD 78.63 billion in assets under management (AUM). By demonstrating our outstanding expertise in both alternative investment and traditional investment, we achieved the No. 1 position among comprehensive asset management companies in the overseas infrastructure investment fund category. In 2021, as part of expanding into digital finance, we launched the PINE app, a platform for direct sales of funds for individual investors. The app has gained recognition from investors, particularly Millennials and Generation Z, for its user-friendly interface, low sales commission, and valuable investment information. Additionally, we have obtained a REITs AMC license from South Korea's Ministry of Land, Infrastructure and Transport, and entered the REITs business in the first quarter of 2023. These diverse efforts earned us the Best Overseas Equity Fund at the 2022 Korea Fund Awards by Money Today news media, the Top Prize in global bonds at the 2021 KG Zeroin Korea Fund Awards and the Grand Prize in real estate funds at the 2021 Herald Fund Awards of the Korea Herald news media. Looking ahead, we will continue to build the foundation for future growth with a focus on the retirement plan market and alternative investments. We are also actively promoting global businesses and digital financial platforms as we become a comprehensive asset management solutions provider and top-tier asset management company in Asia. Talent Is Our Most Important Asset We go to great lengths to attract and nurture highly motivated people who share our core values of challenge, dedication and integrity. In an environment of trust and loyalty, we support our talent every step of the way, cultivating world-class leaders for an ever brighter future. Hanwha is looking for talented people, who share our core values such as a challenging spirit, dedication and integrity, and can act on those values.

Job DescriptionBenefits: 401(k) matching Bonus based on performance Dental insurance Free food & snacks Health insurance Paid time off Parental leave Signing bonus Vision insurance Wellness resources Hanwha Asset Management is a global financial asset manager with multiple locations, including Singapore, Korea, and the U.S. We serve institutional clients with our multi-asset business model with about $90B of AUM. We seek investment talents who want to change the world with founders and invest in technologies making us pursue a better life for the next generations. Our recent activities include participation in Mistral AI, Shield AI, Luma AI, Atropos, Groq, Temporal and other startups. THE ROLE. The Senior Venture Capitalist / Investment Manager will focus on developing investment strategies in AI and related sectors, exploring new and unconventional domains to drive innovation. Responsibilities include identifying startups, conducting market analysis, performing due diligence, and managing complex financial models. This individual will lead and participate in all aspects of our investment process for our venture capital portfolio, including sourcing and portfolio monitoring. The successful candidate will be a smart, resourceful, outgoing self-starter with a proven ability to proactively find and attract the best investment opportunities domestically and/or globally. In addition to deal sourcing and diligence, the Senior Investor will also be expected to support and provide value to our portfolio companies and strategic limited partners. This position is based in San Francisco, requiring attendance in the office four days per week. RESPONSIBILITIES. Strategy Development: Develop and refine Hanwha Asset Management USA's investing strategy in alignment with the company's mission, objectives, and structure. Investment Sourcing: Identify AI enterprises and technologies that align with the companys strategic goals. Investment Due Diligence: Lead comprehensive due diligence on prospective investment opportunities. This includes financial analysis, deal structuring, legal compliance, and risk assessment. Investment Management: Oversee day-to-day portfolio management of the existing investment portfolio. Risk Management: Work closely with the Asset Management team to develop risk mitigation strategies for investments and establish monitoring mechanisms to track performance over time. Stakeholder Engagement: Engage with investees and other stakeholders to facilitate ongoing collaboration and support. Investment Measurement: Develop and implement systems for tracking and measuring investments, including the development of key performance indicators (KPIs). Reporting: Prepare and present reports on investing activities, performance, and outcomes to leadership and stakeholders REQUIREMENTS. Minimum of 7 years of relevant work experience in institutional investment management. Deep understanding of VC investing and a desire to advance an investment strategy using non-traditional methods. Proven track record of success in investment sourcing, diligence, structuring, and management of impact investments. Experience with Notion or other investment performance reporting software is a plus. Exceptional strategic thinking skills around operationalization and execution in complex and ambiguous environments. Demonstrated experience building and maintaining relationships with a diverse range of stakeholders across different geographies and subject areas. Strong interpersonal and communication skills; experience in effectively communicating key data, including presentations to senior management and other outside partners. PhD Degree in AI (CS or DS) and experience in AI/ML, mobile tech, or engineering strongly preferred. Willingness and ability to travel. Hanwha Asset Management USA, Ltd. offers a comprehensive medical, dental & vision benefits package, including robust paid time off and a generous 401k match, designed to support your well-being and financial future.

Job Classification: Investment Management - Investments A GLOBAL FIRM WITH A DIVERSE & INCLUSIVE CULTURE As the Global Asset Management business of Prudential, we're always looking for ways to improve financial services. We're passionate about making a meaningful impact - touching the lives of millions and solving financial challenges in an ever-changing world. We also believe talent is key to achieving our vision and are intentional about building a culture on respect and collaboration. When you join PGIM, you'll unlock a motivating and impactful career - all while growing your skills and advancing your profession at one of the world's leading global asset managers! If you're not afraid to think differently and challenge the status quo, come and be a part of a dedicated team that's investing in your future by shaping tomorrow today. At PGIM, You Can! What you will do: Are you highly motivated, intellectually curious, and willing to jump in to make impactful contributions? Are you ready to be a key contributor to a team and help get the job done? If so, then becoming a Senior Investment Analyst or Investment Associate within a culture that treats our talent like an investment might be the right job for you! We are looking for an astute, determined professional like you to fulfill a critical Senior Investment Analyst or Associate role (depending on experience) supporting our Debt originations business on making new Core, Core Plus, Structured and Agency loans. This position will be based in Los Angeles, where the team is working in the office 4 days a week. What you can expect: * Analyze and underwrite commercial real estate debt investment opportunities across all commercial property types with a focus in the Western US. * Create cash flow models, Argus models, sensitivity tables, rent roll analyses, and other financial analyses required to evaluate, pursue, and close debt investment opportunities. * Prepare Investment Committee memoranda and related materials through market research, risk analysis, and in‐depth understanding of investment factors and credit risks. * Analyze economic, market, legal, and political conditions within an investment's geography. * Assist senior investment professionals in leading the due diligence and closing processes for originations in conjunction with the portfolio management team. * Assist in property level financings, appraisal reviews, and other activities that may require feedback from the debt originations or real estate transactions group, portfolio management team, or loan servicing group. * Interact professionally with internal and external parties, including originations, risk, legal, developers, investment firms, borrowers, and third‐party service providers. What you will bring: * Bachelor's degree and 1‐3 years commercial real estate work experience in transactions or underwriting * Understanding of basic real estate terms and concepts such as net leases, gross leases, contracts, rents, percentage rents, operating expenses, capital expenditures, expense recoveries, and property types. * Understanding of basic finance concepts such as amortization, interest rates, net operating income, cash flow returns, cap rates, internal rate of return, present value/discounted cash flow, and property valuations. * Advanced knowledge of Microsoft Excel and Argus. * Experience underwriting stabilized and proforma cash flows across property types. What will set you apart: * Strong writing and quantitative skills and demonstrated analytical ability. * Ability to operate independently and in a team environment, with good judgment and attention to detail while managing multiple projects simultaneously. * Self‐motivated with perseverance, and a hands‐on, proactive style. * We know not everyone will meet 100% of the requirements, however we encourage you to apply if you think your skills are a good fit for this role. Note: Prudential is required by state specific laws to include the salary range for this role when hiring a resident in applicable locations. The salary range for this role is from $95,000 to $120,000. Specific pricing for the role may vary within the above range based on many factors including geographic location, candidate experience, and skills. Roles may also be eligible for additional compensation and/or benefits. Eligibility to participate in a discretionary annual incentive program is subject to the rules governing the program, whereby an award, if any, depends on various factors including, without limitation, individual and organizational performance. About PGIM Real Estate With $207.9 billion in gross assets under management and administration ($133.8 billion net),1 PGIM Real Estate provides investors and borrowers access to a range of real estate equity, real estate debt, agriculture, and impact solutions across the risk-return spectrum. PGIM Real Estate is a business of PGIM, the global asset management business of Prudential Financial, Inc. (NYSE: PRU). PGIM Real Estate's risk management approach, execution capabilities and industry insights are backed by a 50-year legacy of investing in commercial real estate, a 140-year history of real estate financing,2 and the local experience of professionals in 32 cities globally. Through its investment, financing, asset management, and talent management approach, PGIM Real Estate engages in practices that strive to ignite positive environmental and social impact, while pursuing activities that seek to strengthen communities around the world. For more information visit pgimrealestate.com. #LI-Hybrid #LI-SC1 What we offer you: * Market competitive base salaries, with a yearly bonus potential at every level. * Medical, dental, vision, life insurance, disability insurance, Paid Time Off (PTO), and leave of absences, such as parental and military leave. * 401(k) plan with company match (up to 4%). * Company-funded pension plan. * Wellness Programs including up to $1,600 a year for reimbursement of items purchased to support personal wellbeing needs. * Work/Life Resources to help support topics such as parenting, housing, senior care, finances, pets, legal matters, education, emotional and mental health, and career development. * Education Benefit to help finance traditional college enrollment toward obtaining an approved degree and many accredited certificate programs. * Employee Stock Purchase Plan: Shares can be purchased at 85% of the lower of two prices (Beginning or End of the purchase period), after one year of service. Eligibility to participate in a discretionary annual incentive program is subject to the rules governing the program, whereby an award, if any, depends on various factors including, without limitation, individual and organizational performance. To find out more about our Total Rewards package, visit Work Life Balance | Prudential Careers. Some of the above benefits may not apply to part-time employees scheduled to work less than 20 hours per week. Prudential Financial, Inc. of the United States is not affiliated with Prudential plc. which is headquartered in the United Kingdom. Prudential is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, ancestry, sex, sexual orientation, gender identity, national origin, genetics, disability, marital status, age, veteran status, domestic partner status, medical condition or any other characteristic protected by law. If you need an accommodation to complete the application process, please email accommodations.hw@prudential.com. If you are experiencing a technical issue with your application or an assessment, please email *************************************** to request assistance.

Kayne Anderson Rudnick Investment Management in Century City is seeking a highly motivated, organized, committed individual with strong initiative and excellent communication skills for the role of Senior Investment Performance Analyst. This position is responsible for calculating and analyzing portfolio related statistics including investment performance, fundamental characteristics, and performance attribution. This requires a comprehensive understanding of performance and analytics calculations, including composite maintenance, GIPS compliance, fundamental characteristics, performance attribution, risk statistics and performance reporting. In addition, this role would oversee the fulfilling of periodic and ad-hoc reporting needs, as well as completing RFP/Questionnaires requests for performance data. This role also holds the responsibility for maintaining the integrity of performance data across the firm and for ensuring our firm's GIPS Compliance. Lastly, this role would be expected to cross-train and help across other functions across the PAR team and either lead or assist on special projects as needed. Duties and Responsibilities: The following duties are generally representative of the nature and level of work assigned and are not necessarily all inclusive. Manage the daily, monthly and quarterly reporting of investment performance Oversee the firm's GIPS compliance, annual GIPS examination, as well as the maintenance of performance composites Run and analyze performance attribution, providing commentary and insights on observations Calculate and analyze portfolio fundamental characteristics Respond to internal ad-hoc requests and RFPs/RFIs for performance and analytics related data Recommend and implement process changes as needed to increase the efficiency of the team, including continued automation of routine processes Develop ways to offer thoughtful insights to better serve both internal and external stakeholders Participate and lead special initiative projects as needed Familiarity with SS&C GWP, Sylvan, FactSet Portfolio Analysis, FactSet SPAR, FactSet Risk Models - Axioma, Barra, Morningstar Direct Ideal Qualifications: Bachelor's degree in economics, finance, statistics or equivalent Progress towards CIPM, CFA is a plus At least 5-7 years' relevant experience Knowledge of GIPS and performance measurement concepts Experience with FactSet Portfolio Analysis and SPAR is extremely helpful Proficient in MS Excel (sort, search, link, pivot tables, formatting, formulas, macros, VB, etc.) Microsoft Office Proficiency (Word, Excel, Outlook) Familiarity in the following programs or systems would be additive: Sylvan, GWP, other accounting portfolio systems, Bloomberg Ability to quickly learn new systems and software Interpersonal/Communication/Language Skills: Ability to competently and accurately handle multiple projects and/or tasks simultaneously while meeting deadlines Effective organizational skills; with the ability to focus on details within the context of the overall goals Self-starter with motivation to develop new insights, and ideas to enhance current procedures Strong leadership skills with the ability to train and motivate junior team members Outstanding analytical and strong communication skills; with the ability to simply explain complex concepts to internal stakeholders Able to work independently, but also effectively in a team environment; as well as having demonstrated ability to build strong working relationships with multiple stakeholders across organization functions The starting salary range is $115,000 to $160,000. The starting salary range will vary based on the applicant's education, experience, skills, abilities, geographic location, internal equity, and alignment with market data. This position is also eligible to participate in the company's annual incentive plan. Benefits: We offer a variety of benefits that support employees and their families in maintaining all aspects of health and wellness. We pride ourselves on offerings that encourage work-life balance and support the needs and goals of the team. Competitive Pay Medical, Dental, and Vision Insurance Life and Disability Insurance Health Savings Account with a Company Match Flexible Spending Accounts including Dependent Care Wellness Program Tuition Reimbursement 24-Hour Employee Assistance Program Adoption Assistance Paid Family Care Time Paid Volunteer days Gym onsite Paid Parking -LA Office Lunch provided Hybrid 3/2 (Subject to change) KAR is made up of diverse, talented, and passionate employees working together to achieve a common and rewarding goal: providing high quality investment strategies and wealth solutions for our clients. Awarded Best Firm Culture at the 2022 PAM Awards, KAR maintains a team-oriented culture of accessibility, open communication, and respect. We believe in empowering and growing our people and are excited to be hiring. KAR is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status. For additional information on Kayne Anderson Rudnick, please access the firm's web site at *************

About this role: Wells Fargo is seeking a Senior Retail Investment Research Analyst to join Global Manager Research (GMR) team within Wealth & Investment Management. Learn more about the career areas and lines of business at wellsfargojobs.com. In this role, you will: * Conduct equity manager research * Manage a category of mutual funds or client accounts * Make buy, sell, and hold recommendations * Performing initial and ongoing due diligence on third-party investment products (mutual funds, SMAs, exchange traded funds, etc.) * Asset class research coverage (equities), which includes maintaining a high-conviction list of products * Supporting field investment professionals by responding to their inquiries about the recommendations and/or selection methodology used on products under coverage * Drafting communications to the field. Examples of communications include changes in money manager ratings, manager updates and topical white papers. * Conducting onsite due diligence pursuant to GMR's evaluation criteria * Work under direction of experienced analysts Required Qualifications: * 4+ years of Retail Investment Research experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: * Experience with mutual funds, separately managed accounts and exchange traded products * 4+ years of advanced financial analytical experience with high attention to detail and accuracy * 4+ years of overall investment experience * Experience performing qualitative and quantitative analysis, including statistical and performance analytics on investments * Experience in money manager research including writing investment research reports or commentary * Experience with Morningstar Direct, FactSet and Microsoft Office suite including PowerPoint * Excellent verbal, written, and interpersonal communication skills * Chartered Financial Analyst (CFA) designation * A BS/BA degree or higher in business, finance, economics, accounting or engineering Job Expectations: * Ability to travel up to 10% of the time * This position is not eligible for Visa sponsorship * Specific compliance policies may apply regarding outside activities or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process. Posting Locations: * 2801 Market Street - Saint Louis, MO 63103 * 550 S. Tryon Street - Charlotte, NC 28202 * Required location listed above. Relocation assistance is not available for this position. Posting End Date: 31 Dec 2025 * Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

**About this role:** Wells Fargo is seeking a Senior Retail Investment Research Analyst to join Global Manager Research (GMR) team within Wealth & Investment Management. Learn more about the career areas and lines of business at wellsfargojobs.com (********************************************* . **In this role, you will:** + Conduct equity manager research + Manage a category of mutual funds or client accounts + Make buy, sell, and hold recommendations + Performing initial and ongoing due diligence on third-party investment products (mutual funds, SMAs, exchange traded funds, etc.) + Asset class research coverage (equities), which includes maintaining a high-conviction list of products + Supporting field investment professionals by responding to their inquiries about the recommendations and/or selection methodology used on products under coverage + Drafting communications to the field. Examples of communications include changes in money manager ratings, manager updates and topical white papers. + Conducting onsite due diligence pursuant to GMR's evaluation criteria + Work under direction of experienced analysts **Required Qualifications:** + 4+ years of Retail Investment Research experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education **Desired Qualifications:** + Experience with mutual funds, separately managed accounts and exchange traded products + 4+ years of advanced financial analytical experience with high attention to detail and accuracy + 4+ years of overall investment experience + Experience performing qualitative and quantitative analysis, including statistical and performance analytics on investments + Experience in money manager research including writing investment research reports or commentary + Experience with Morningstar Direct, FactSet and Microsoft Office suite including PowerPoint + Excellent verbal, written, and interpersonal communication skills + Chartered Financial Analyst (CFA) designation + A BS/BA degree or higher in business, finance, economics, accounting or engineering **Job Expectations:** + Ability to travel up to 10% of the time + This position is not eligible for Visa sponsorship + Specific compliance policies may apply regarding outside activities or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process. **Posting Locations:** + 2801 Market Street - Saint Louis, MO 63103 + 550 S. Tryon Street - Charlotte, NC 28202 + Required location listed above. Relocation assistance is not available for this position. **Posting End Date:** 31 Dec 2025 **_*Job posting may come down early due to volume of applicants._** **We Value Equal Opportunity** Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process. **Applicants with Disabilities** To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo (****************************************************************** . **Drug and Alcohol Policy** Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy (********************************************************************** to learn more. **Wells Fargo Recruitment and Hiring Requirements:** a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process. **Req Number:** R-506945

SECURITY CLEARANCE: TS/SCI with both Polygraphs are required POSITION: Systems ArchitectLCAT: Subject Matter Expert, Level 5 (SME) REQUISITION: MAR-SME5-05.070125LOCATION: Ft. Meade, Maryland JOB DESCRIPTION: CSG is searching for a Subject Matter Expert to join an effort supporting: Desktop and Enclave Services (DES). NOTICE: CITRIX, VMWare, XenApp, CENTRIFY, SCCM, HPE, CentOS/RedHat is required. In general, DES organization provides development, delivery, and sustainment of physical and virtual non-corporate enterprise personal desktop computing solutions. DES supports requirements such as modern hardware and software solutions, delivery, operating system and application software patching, packaging and updates, and hardware testing and baseline approvals for VDI, Trusted Thin Client (TTC), thick clients, thin clients, laptops, and other mobile devices for enclave, customer-specific, and High Value Assets (HVA). Services span the early preparations for deployment, implementation during deployment, and follow-up actions after deployments have concluded. • DES is part of the Enterprise Infrastructure Services (EIS) organization. • EIS is in the process of designing, developing and implementing major changes to the IT architecture and infrastructure, and these changes apply to the entire enterprise. • DES is one of many EIS organizations that will participate in supporting transformation and modernization. At present DES supports a subset of numbering organizations which have requirements that cannot be fulfilled by standard corporate solutions. TTO: The Desktop Application Services Section consists of three Teams: 1. Specialized Desktop Solutions, 2. Specialized VDI Solutions, 3. and TTC. TTO: Enterprise Directory Services performs development and sustainment of Directory and Security services for both on-prem and cloud services. It provides the implementation of emerging technologies, cloud integration, Active Directory and Identity consolidation, and the architecture and adoption of cloud services from cloud providers, such as Microsoft Azure, Amazon, IBM, Google, and Oracle. A Subject Matter Expert, System Architect, you shall be responsible for: REQUIRED: • Provide the bridge between Mission end users of the system to be delivered and those who are architecting engineering and/or developing the system. • Support the development, review, and analysis of Mission CONOPs, requirements, scenarios and use cases that accurately reflect end users' needs. • Assist in the development, organization, and articulation of Mission expectations to support test planning and operational evaluation activities. • Support information management transformation. • Maintain cognizance of all operational requirements, ensuring that the spirit of the requirements is preserved across programmatic and acquisition activities. • Articulate/whiteboard ideas to all levels of management. • Provide lifecycle sustainment support QUALIFICATIONS: • Experience with CITRIX, VMWare, XenApp, CENTRIFY, SCCM, HPE, CentOS/RedHat required. • NOTE: If assigned to Directory Services TTOs, experience with Active Directory, Identity Management, SCCM, DNS, Group Policy, Active Role Servers, Privileged Account Management (PAM) Services, and MS Exchange are required. • NOTE: If assigned to Desktop & Enclave Services TTOs, understanding of the concepts of mission islands, Trusted Thin Client, and enhanced VDI (e.g., remote GPU and memory scaling) is required. \\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\ Subject Matter Expert, Level 5 CERTIFICATION: IAT, Level 2 EDUCATION + EXPERIENCE: • Bachelor's Degree + 10 years of systems experience, OR • Associate's Degree + 15 years of systems experience, OR • No Degree + 20 years of systems experience. CSG, Inc. is an Equal Opportunity / Affirmative Action employer that values the strength of diversity in the workplace. All qualified applicants will receive consideration for employment without discrimination or harassment based on race, color, religion, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity or expression, age, disability, national origin, marital or domestic/civil partnership status, genetic information, citizenship status, veteran status, or any other characteristic protected by law. We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

SECURITY CLEARANCE: TS/SCI with both Polygraphs are required POSITION: Systems ArchitectLCAT: Subject Matter Expert, Level 5 (SME) REQUISITION: MAR-SME5-05.070125LOCATION: Ft. Meade, Maryland JOB DESCRIPTION: CSG is searching for a Subject Matter Expert to join an effort supporting: Desktop and Enclave Services (DES). NOTICE: CITRIX, VMWare, XenApp, CENTRIFY, SCCM, HPE, CentOS/RedHat is required. In general, DES organization provides development, delivery, and sustainment of physical and virtual non-corporate enterprise personal desktop computing solutions. DES supports requirements such as modern hardware and software solutions, delivery, operating system and application software patching, packaging and updates, and hardware testing and baseline approvals for VDI, Trusted Thin Client (TTC), thick clients, thin clients, laptops, and other mobile devices for enclave, customer-specific, and High Value Assets (HVA). Services span the early preparations for deployment, implementation during deployment, and follow-up actions after deployments have concluded. • DES is part of the Enterprise Infrastructure Services (EIS) organization. • EIS is in the process of designing, developing and implementing major changes to the IT architecture and infrastructure, and these changes apply to the entire enterprise. • DES is one of many EIS organizations that will participate in supporting transformation and modernization. At present DES supports a subset of numbering organizations which have requirements that cannot be fulfilled by standard corporate solutions. TTO: The Desktop Application Services Section consists of three Teams: 1. Specialized Desktop Solutions, 2. Specialized VDI Solutions, 3. and TTC. TTO: Enterprise Directory Services performs development and sustainment of Directory and Security services for both on-prem and cloud services. It provides the implementation of emerging technologies, cloud integration, Active Directory and Identity consolidation, and the architecture and adoption of cloud services from cloud providers, such as Microsoft Azure, Amazon, IBM, Google, and Oracle. A Subject Matter Expert, System Architect, you shall be responsible for: REQUIRED: • Provide the bridge between Mission end users of the system to be delivered and those who are architecting engineering and/or developing the system. • Support the development, review, and analysis of Mission CONOPs, requirements, scenarios and use cases that accurately reflect end users' needs. • Assist in the development, organization, and articulation of Mission expectations to support test planning and operational evaluation activities. • Support information management transformation. • Maintain cognizance of all operational requirements, ensuring that the spirit of the requirements is preserved across programmatic and acquisition activities. • Articulate/whiteboard ideas to all levels of management. • Provide lifecycle sustainment support QUALIFICATIONS: • Experience with CITRIX, VMWare, XenApp, CENTRIFY, SCCM, HPE, CentOS/RedHat required. • NOTE: If assigned to Directory Services TTOs, experience with Active Directory, Identity Management, SCCM, DNS, Group Policy, Active Role Servers, Privileged Account Management (PAM) Services, and MS Exchange are required. • NOTE: If assigned to Desktop & Enclave Services TTOs, understanding of the concepts of mission islands, Trusted Thin Client, and enhanced VDI (e.g., remote GPU and memory scaling) is required. \\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\ Subject Matter Expert, Level 5 CERTIFICATION: IAT, Level 2 EDUCATION + EXPERIENCE: • Bachelor's Degree + 10 years of systems experience, OR • Associate's Degree + 15 years of systems experience, OR • No Degree + 20 years of systems experience. CSG, Inc. is an Equal Opportunity / Affirmative Action employer that values the strength of diversity in the workplace. All qualified applicants will receive consideration for employment without discrimination or harassment based on race, color, religion, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity or expression, age, disability, national origin, marital or domestic/civil partnership status, genetic information, citizenship status, veteran status, or any other characteristic protected by law.

JOB SUMMARYThe Senior Analyst of our Corporate Finance Team (Investment Banking) team, will play a crucial role in providing financial advisory and analysis services to our clients across various industries. This position requires a strong foundation in corporate finance, financial modeling, and analytical skills. You will work closely with our team of professionals to deliver valuable financial insights and support our clients in making informed decisions. Candidates must reside in St. Louis or surrounding areas. Conduct advanced financial analysis, including complex financial modeling, valuation, and due diligence for a wide range of investment opportunities Lead and manage transaction processes, including mergers and acquisitions, capital raising, and financial restructuring, from start to finish. Coordinate with cross-functional teams to ensure successful deal execution Build and maintain strong client relationships by serving as a primary point of contact, providing strategic advice, and addressing client inquiries throughout the engagement Stay updated on industry trends, market conditions, and competitor data, and use this information to provide clients with valuable insights and strategic recommendations Mentor and provide guidance to junior analysts, delegating tasks, and fostering their professional development Ensure compliance with all relevant financial regulations and reporting requirements throughout the transaction process Prepare and review complex financial reports, information memorandums, presentations, pitch books, and transaction documents, ensuring accuracy and clarity Identify potential risks and opportunities during due diligence and develop strategies to mitigate risks and optimize deal structures Supervisory responsibilities None Work environment Work is conducted in a professional office environment with minimal distractions Physical demands Prolonged periods of sitting at a desk and performing work in front of a computer screen for long periods of time Must be able to lift up to 15 pounds at a time Travel required Some travel may be required to client sites during engagements Required education and experience Bachelor's degree in finance, economics, or a related field 2 - 4 years of experience in investment banking, corporate finance, credit, or a related role Exceptional communication, presentation, financial modeling and analytical skills Preferred education and experience Any FINRA licenses including, SIE, Series 7, 79, 63 Capital markets modeling prep courses, trainings, certifications, etc. Other industry specific designations, for example, CFA or CAIA, or progress towards Other duties Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the colleague for this job. Duties, responsibilities and activities may change at any time with or without notice. WHO WE ARE UHY is one of the nation's largest professional services firms providing audit, tax, consulting and advisory services to clients primarily in the dynamic middle market. We are trailblazers who bring our experience from working within numerous industries to our clients so that we can provide them with a 360-degree view of their businesses. Together with our clients, UHY works collaboratively to develop flexible, innovative solutions that meet our clients' business challenges. As an independent member of UHY International, we are proud to be a part of a top 20 international network of independent accounting and consulting firms. WHAT WE OFFER POSITIVE WORK ENVIRONMENT Enjoy a collaborative and supportive work environment where teamwork is valued. ATTRACTIVE COMPENSATION PACKAGES Our compensation is competitive and tailored to reflect the role, qualifications, and expertise of each individual. COMPREHENSIVE BENEFIT PACKAGE Access comprehensive benefits including group health insurance, dental and vision coverage, 401(k) retirement plans, and generous paid time off (PTO) allowances.

JOB SUMMARYThe Analyst of our Corporate Finance (Investment Banking) team, will play a pivotal role in supporting our investment banking team in executing various financial transactions and delivering exceptional financial advisory services to our clients. Candidates must reside in St. Louis or surrounding areas. Conduct in-depth financial analysis of potential investment opportunities, including financial modeling, valuation, and due diligence Research and analyze industry trends, market conditions, and competitor data to provide insights and recommendations to clients Assist in the preparation of client presentations, pitch books, and financial reports to effectively communicate complex financial information Collaborate with senior team members in executing mergers and acquisitions, capital raising, and other financial transactions, including drafting transaction documents and managing project timelines Conduct due diligence activities, including reviewing financial statements, contracts, and legal documents, to identify potential risks and opportunities Ensure compliance with relevant financial regulations and reporting requirements Develop and maintain complex financial models to assess various financial scenarios and support decision-making processes Build and maintain strong client relationships by providing exceptional service and insights throughout the transaction process Work closely with cross-functional teams, including legal, accounting, and tax professionals, to ensure the successful execution of financial transactions Supervisory responsibilities None Work environment Work is conducted in a professional office environment with minimal distractions Physical demands Prolonged periods of sitting at a desk and performing work in front of a computer screen for long periods of time Must be able to lift up to 15 pounds at a time Travel required Some travel may be required to client sites during engagements Required education and experience Bachelor's degree in finance, economics, or a related field 1 - 3 years in of experience in investment banking, corporate finance, credit, or a related role Exceptional communication, presentation, financial modeling, and analytical skills Preferred education and experience Series 7, 79, 63 Capital markets modeling prep courses, trainings, certifications, etc. Other industry specific designations, for example, CFA or CAIA or progress towards Other duties Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the colleague for this job. Duties, responsibilities and activities may change at any time with or without notice. WHO WE ARE UHY is one of the nation's largest professional services firms providing audit, tax, consulting and advisory services to clients primarily in the dynamic middle market. We are trailblazers who bring our experience from working within numerous industries to our clients so that we can provide them with a 360-degree view of their businesses. Together with our clients, UHY works collaboratively to develop flexible, innovative solutions that meet our clients' business challenges. As an independent member of UHY International, we are proud to be a part of a top 20 international network of independent accounting and consulting firms. WHAT WE OFFER POSITIVE WORK ENVIRONMENT Enjoy a collaborative and supportive work environment where teamwork is valued. ATTRACTIVE COMPENSATION PACKAGES Our compensation is competitive and tailored to reflect the role, qualifications, and expertise of each individual. COMPREHENSIVE BENEFIT PACKAGE Access comprehensive benefits including group health insurance, dental and vision coverage, 401(k) retirement plans, and generous paid time off (PTO) allowances.