Operations Internship jobs at Heartland Payment Systems - 70 jobs

Investment Operations Associate The Investment Operations Associate works directly with the Transfer Coordinator and other Operations professionals to successfully track all investments, investment activity, valuations, and documentation for invested partnerships of Meketa Investment Group's discretionary and non-discretionary clients. The Investment Operations Associate will play an integral role in trade execution, investment monitoring, and data integrity, as well as portfolio implementation and successful execution of capital calls and distributions on behalf of the firm's discretionary clients. The Operations Associate may process transactions for a variety of vehicle types including separate accounts, commingled funds, mutual funds, hedge funds, equities, and limited partnerships. The Associate will be expected to log and aid in the completion of transfer activity including: data collection, cash flow issue resolution, creation of letters of direction, and reporting on internal cash flow statistics The Investment Operations Associate will support the trade execution process, working within Operations and with Client Teams to ensure client decisions and investment activity are accurately recorded and executed with external Managers, Custodians and other related parties. They will ensure excellent document storage with regards to investment information, trades, and client information, serving as a liaison between custodial banks and investment manager's back-offices. The employee will facilitate the post-trade reconciliation of all transactions and be an observer at internal client and investment committee meetings as needed. Responsibilities: * Execute trade activity based on investment decisions made by internal Investment Committees and sub-committees as well as processing of capital calls and distribution related to private market investments * Reconciliation of portfolio valuations and trade, ensuring post-trade confirmations for all trades * Maintain all transaction terms for investment managers and custodians, including wire instructions, notification periods, liquidity restrictions, share class information, and settlement timing * Communicate with client teams, investment managers, custodians, and fund administrators throughout the transaction process * Support the investment team by providing operational data and analysis * Maintain documentation for each client including approvals, subscription/redemption documents, directives, confirmations, and other transaction related activity * Monitor portfolios for cash flows and policy compliance on a daily basis * Stay informed about market trends and changes in the regulatory environment Position Requirements: * Bachelors degree in Finance, Economics, Business Administration, or a related field * Skill at analyzing, evaluating, and reviewing quantitative information from disparate sources. * Strong understanding of Operations and process driven tasks * Superb computer skills, including facility with Microsoft Office Suite. * Excellent attention to detail and organized work habits. * Ability to work efficiently and accurately under time pressure * Ability to work well with internal employees and external contacts. * Ability to work independently and to proactively seek new responsibilities. * Operational experience at an asset manager, custodian bank, or other financial services organization a plus. Measures of Success: * Accuracy and timeliness of trade execution and reconciliation of data related to transfer activity, valuations, and investment and client-specific details. * Level of proficiency with internal proprietary software, as well as external data providers * Level of effectiveness in interacting with external third-parties including custody banks, investment managers, and fund administrators. * Maintenance of good working relationships with other employees About Meketa Investment Group Meketa Investment Group is an employee-owned full-service investment consulting and advisory firm. We work with some of the nation's largest and most sophisticated institutional investors including public and private plan sponsors. We have a staff of over 200 employees among our six U.S. office locations and London. Meketa recognizes that our workforce is a reflection of our company, and we operate in an inclusive environment that accepts and promotes diversity. We believe our employees can best serve our clients in an atmosphere where individuals are treated fairly, where professional growth is developed and encouraged, and where a healthy balance between work and home life is respected and preserved. To support employees, Meketa offers a competitive compensation structure, a wide range of benefits from core insurance benefits to time-based benefits, as well as flexible schedules and support for continuing education. Meketa is an Equal Employment Opportunity and Affirmative Action Employer. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact us.

Being an intern is an incredible opportunity to gain real-life work experience, build professional skills and establish connections. Rockland Trust feels that internships should include meaningful work. As a valued team member, interns are immersed in real projects that make a tangible impact, allowing them to apply their academic knowledge while developing critical professional skills. With the chance to collaborate across departments, interns at Rockland Trust can expand their network and gain valuable insights into their chosen field. Additionally, Rockland Trust fosters a supportive and caring culture encouraging interns to grow and find their path. We have witnessed many stories of interns building long-lasting careers at the Bank. The Operational Risk Summer Internship offers an opportunity to gain practical experience in Operational Risk Management (ORM) within the financial services industry. This position will work alongside the Second Line of Defense ORM team, engaging with First Line partners to understand business operations, analyze risks and controls, evaluate the root cause of issues, and contribute to Second Line risk management initiatives. This position will engage with multiple foundational Operational Risk programs, including but not limited to, Issues and Incident Management, Fraud Risk Management, Third-Party Risk Management and Risk & Control Self-Assessment (RCSA). Primary Duties and Responsibilities Participate in team meetings to understand the requirements of various ORM programs Execute ad hoc reporting for key stakeholders Assist in the production and review of Operational Risk materials for committees and working groups Help develop and support short-term second line risk projects Assist in the creation of supporting program documents (procedures and user guides) Qualifications: Currently enrolled in an undergraduate program at a university or college majoring in Risk Management, Finance, Accounting or a related business field Rising junior or rising senior (highly preferred) Self-directed and self-motivated with experience providing ideas and solutions Excellent written and verbal communication skills Expertise in delivering high quality work products with an attention to detail Ability to work in Microsoft Office products (Excel, PowerPoint); advanced Excel skill a plus Our goal is to offer our colleagues the most generous benefits package possible. We strive to provide colleagues with a comprehensive benefits package and an environment that supports a healthy work-life balance. At Rockland Trust you'll find a respectful and inclusive environment where everyone is given the chance to succeed. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Mendix is a low-code app development platform: First, what is low-code? Low-code is a visual approach to software development that enables you to abstract and automate every step of the application lifecycle. Gartner predicts that "by 2024, low-code application development will be responsible for more than 65% of application development activity." Mendix, the global leader in enterprise low-code, is fundamentally reinventing the way applications are built. The Mendix platform was created to promote collaboration between Business & IT teams so that an entire organization can participate in the application development process. With Mendix, thousands of forward-thinking companies around the world like Ford Auto, Zurich Insurance, Freshfields, and Red Bull, can unleash their best ideas quickly. Mendix is repeatedly ranked a Leader in analyst reports from Gartner and Forrester. In the 2021 Gartner Magic Quadrant for Multiexperience Development Platforms, Mendix placed at the very top of the Leaders quadrant. Mendix is a Siemens Business: Siemens is a Top 10 Global Software Company and a leader on Fast Company's Most Innovative Companies in the World! With the acquisition of Mendix in 2018, Siemens Digital Industries Software is driving transformation to enhance the digital enterprise where engineering, manufacturing and electronics meet the future of innovation. Mendix employees have the opportunity to work in a hyper-growth environment with the support of Siemens' unbeatable legacy and resources. Responsibilities: Perform data cleanup and deduplication tasks, primarily within the Account and Opportunity objects. Use Excel to manipulate, analyze, and reconcile data from both Salesforce instances. Identify and document data discrepancies, inconsistencies, and gaps. Assist with organizing and maintaining project tracking sheets and status logs. Support other ad hoc tasks related to the Salesforce integration and data hygiene efforts. Work cross-functionally with stakeholders from Operations, Sales, and Technology teams. Requirements: Current undergraduate student (rising junior or senior preferred) or recent graduate. Strong proficiency in Microsoft Excel (e.g., VLOOKUP, filtering, conditional formatting, pivot tables). Excellent attention to detail and accuracy. Self-starter who can stay focused on repetitive or task-heavy work. Interest in business systems, data integrity, or CRM platforms (Salesforce experience a plus but not required). Effective written and verbal communication skills. Availability for full-time (40 hours) during the summer with ability to work part-time into the fall. Preferred Qualifications: Prior experience with Salesforce or other CRM tools is a bonus. Familiarity with data hygiene concepts (e.g., duplicates, normalization, data validation). Analytical mindset and strong problem-solving abilities. Equal Employment Opportunity Statement Siemens is an Equal Opportunity and Affirmative Action Employer encouraging diversity in the workplace. All qualified applicants will receive consideration for employment without regard to their race, color, creed, religion, national origin, citizenship status, ancestry, sex, age, physical or mental disability unrelated to ability, marital status, family responsibilities, pregnancy, genetic information, sexual orientation, gender expression, gender identity, transgender, sex stereotyping, order of protection status, protected veteran or military status, or an unfavorable discharge from military service, and other categories protected by federal, state or local law. EEO is the Law Applicants and employees are protected under Federal law from discrimination. To learn more, Click here (*************************************************************** . Pay Transparency Non-Discrimination Provision Siemens follows Executive Order 11246, including the Pay Transparency Nondiscrimination Provision. To learn more, Click here (*********************************************************************************************** . California Privacy Notice California residents have the right to receive additional notices about their personal information. To learn more, click here (***************************************************************************************** . Job Family: Sales Req ID: 9295d699-047b-4b99-a186-6c4b349a4b17

DescriptionJoin JPMorganChase as a Fund Services Associate I and become an integral part of our dynamic team. This role offers a unique opportunity to enhance your career by working closely with operations, financial controllers, and external partners. You'll be at the forefront of ensuring smooth fund servicing operations while contributing to process improvements. Embrace the chance to grow your skills in a supportive environment that values innovation and collaboration. As a Fund Servicing Associate I within JPMorganChase, you will play a pivotal role in enhancing our operational services related to fund accounting and administration. Your work will have a meaningful impact within our department, as you apply your broad knowledge of fund servicing principles and practices to perform diverse activities requiring analysis and judgement. With your advanced emotional intelligence, you will build trusting relationships with peers, managers, and stakeholders, fostering a collaborative environment. Your continuous improvement mindset will drive you to propose and implement improvements to our current working methods, contributing to the efficiency and resilience of our operating platform. Job responsibilities Manage all client queries in relation to ETF Basket Valuations. Participate in industry working groups and initiatives. Stay updated on developments in the broader ETF ecosystem. Reconcile accurately and efficiently against all core controls and procedures for all relevant ETF deliveries. Develop new ways to enhance our operating model and work directly with tech teams to implement risk-reducing processes. Execute routine transactions related to fund servicing, ensuring accuracy and compliance with established policies and procedures. Collaborate with operations to streamline processes and enhance efficiency in fund servicing operations. Foster a collaborative environment by leveraging emotional intelligence skills to build trusting relationships with peers, managers, and stakeholders. Propose and implement improvements to current working methods, contributing to the efficiency and resilience of our operating platform. Required qualifications, capabilities, and skills Demonstrated expertise in fund servicing operations, with at least one plus year of experience focusing on basket operations or fund accounting, evidenced by successful execution of related tasks and responsibilities. Advanced emotional intelligence skills, with a track record of building trusting relationships and fostering collaboration in a professional setting. Experience in proposing and implementing process improvements, with a focus on enhancing efficiency and resilience in an operational environment. Proven ability to apply active listening and questioning techniques to understand and address client needs effectively. Strong managerial skills. Strong analytical, prioritization, organizational, and time management skills. Ability to be effective in a global operating environment and a matrix management organization. Ability to build and maintain effective working relationships with clients and counterparties. Excellent customer service skills with attention to detail. Results-oriented; ability to create and sustain a target-guided environment. Preferred qualifications, capabilities, and skills Advanced Excel skills, VBA, etc. Strong knowledge of complex corporate actions and dividend income. ETF cash component expertise. Work hours are 12:30 - 9pm.

First Help Financial (FHF) is a fast-growing and culturally diverse company in the U.S. We provide auto loans to the underserved and care for our customers and partners with exceptional service. Through flexible financing options and tri-lingual support, we offer consumers an easier way to finance their first car. We lend to and support our portfolio which has consistently grown 30%+ each year over the last nine years. Here you will find hard-working colleagues who come from over 20 countries. We hold ourselves to the highest standards of professionalism but also enjoy our work. Our culture and benefits are geared towards making you successful in life and comfortable at work. Your Title: Sales Operations Associate Your Location: Remote You Report To: Sales Operations Manager Schedule: Monday - Friday, 9am to 5:30pm EST Compensation: $24.84/hour + bonus Learn more about our awesome Sales team! About the Opportunity: First Help Financial, voted and certified as a “Great Place to Work” by our workforce for five years in a row, is adding a new partner to our Sales department to accommodate our remarkable growth! We are seeking a highly motivated professional to serve as Sales Operations Associate as we grow our sales team. You will be administering the details of the sales process, effectively communicating between the sales team and management, and supporting the efficiency, effectiveness, and success of the sales team. You will also provide a supporting role for all sales departments as it pertains to all operational matters. The primary duty is to ensure the sales departments run efficiently by providing proper communication, accurate data and administrative duties as assigned. What you will do: Your duties include, but are not limited to: Review, process, sign, and manage Dealer Agreements Collaborate with the Dealer Info team to ensure proper documentation and updates Maintain accurate records of dealer agreements and statuses in Salesforce Create and manage parent and child dealership accounts for sales representatives and dealerships Link child accounts to parent accounts and ensure data integrity Deactivate accounts when necessary (dealer shutoff) Maintain agreement status accuracy Perform regular audits to ensure Salesforce data aligns with active agreements Update Salesforce with agreement details Request IT to set up emails and phone numbers Request region assignments from managers Add new hires to key platforms (Decision Logic, Winbrook, Teams) Organize access to sales reference materials and company resources on Teams Order business cards and folders Update and release territory map in collaboration with regional managers Ensure that the correct Inside Sales Rep is associated with the correct territories Create and manage Decision Logic accounts for dealers and sales representatives Terminate accounts for users no longer active with the organization Organize and maintain Reference Materials folders within Teams Control user access to ensure appropriate distribution of resources Send requests for new dealers added through CUDL Ensure new dealers are added to the inclusion list Ensure new dealer are added to the Seller Group Assignments Ensure Lender Contact Information is updated Collaborate with teams to identify collateral needs for sales and marketing Create, review, and release collateral materials across Teams, Winbrook, and other portals Work with the Sales team, Sales Ops Manager, and Sales Ops Trainers to identify training needs Design and implement training solutions Develop training materials and ensure their timely release Draft and maintain internal documents, including sales guidelines and research reports Regularly update and distribute critical sales documents such as rate sheets, funding checklists, and VPP guidelines Oversee portals, including CUDL, Dealer Track, RouteOne, and Winbrook, ensuring seamless functionality Conduct regular audits to maintain compliance across agreements, accounts, and operational processes Address discrepancies promptly and ensure alignment with company standards (updates to address, updates to already created collaterals/etc) Identify opportunities to enhance workflows for agreement management, onboarding, and collateral release Implement best practices to improve operational efficiency and support the sales team effectively What you Bring: Demonstrated historical career stability High school diploma or GED equivalent required At least 1 year's experience related accounting or administration Customer service-focused, energetic personality, professionalism, and a desire to assist High level of independence; detail-conscious and task-oriented mindset Ability to meet deadlines and handle time-sensitive demands Strong organizational traits. Ability to track and prioritize multiple issues over the course of a day/week/month. Ability to work on multiple projects simultaneously Ability to work both independently and with others Initiative, sense of urgency and a passion for creative work Strong interpersonal and teamwork skills Excellent written and verbal communication skills Strong computer skills (knowledge of Microsoft Excel, PowerPoint, and Word) FHF Benefits: Great Perks - We offer generous salaries, competitive health and welfare benefits, paid vacation, 401(k) match, tuition reimbursement, quarterly social outings, monthly lunches, a robust employee recognition, and training development program to enhance your career with us. Culture - We are believers in maintaining a healthy work-life balance. While we work hard and care deeply about our customers and partners, we want you to have room for your family, friends, and yourself. Growth - Company growth provides unprecedented career growth. FHF's extraordinary year over year growth in revenue and new markets provides opportunity for you to establish and develop your career growth. We engage each employee to build a career plan that benefits everyone and we have a proven record of investing in you. Diversity and Inclusion: FHF is committed to building a culture that respects and embraces all walks of life, inclusive of all genders, race, culture, age, sexual orientation, and other identities. We will make accommodations when interviewing anyone with special needs.

Starting Rate: $24.50 Actual pay may vary based on experience, skills, and market factors; additional compensation may apply. Eastern offers a robust benefits and retirement package. Please see the description of benefits included with this job posting for additional information. The Operations Associate maintains primary responsibility for all operational elements of a small to mid-sized office. Operational responsibilities include, but are not limited to, cash vault and ATM management, managing negotiable instruments, adhering to compliance and security requirements, routine cash drawer audits, executing on quality control processes around new account opening, and other such branch activities. Fully skilled in both sales and transactional capacities, incumbents also directly service retail branch customers as needed. Responsibilities: Maintains primary responsibility for all operational elements of a small to mid-sized banking office by: Managing the branch cash vault to within prescribed limits and serving as the vault custodian. Must master the use of the bank's cash forecasting system. Serving as the branch's ATM custodian; ensures it remains stocked, functional, and is balanced daily. Auditing all negotiable instruments, cash drawers, foreign currency (if applicable) and related logs to ensure adherence to defined policies and procedures. Responsible for all operational components in the branch such as balancing and researching cash errors, filing necessary BSA forms, compliance and security elements Stays abreast of all compliance and security requirements and implements processes within the branch to ensure regular adherence. Routinely reviews new account opening documentation, to include some that is more complex (i.e. corporate resolutions, business customer profiles, businesses designated as high-risk, etc.) to ensure adherence to bank policies and procedures Incumbents in this position are skilled in both sales and transactional capacities and personally service all customers by: Opening deposit accounts and taking loan applications for various lending units Closing consumer loans Making referrals to other bank business lines and third-party partners Handling routine account maintenance and other servicing issues Processing monetary transactions such as cashing checks, making deposits, selling monetary instruments, buying/selling foreign currency, processing credit card cash advances Maintaining safe deposit records properly to include contracts, access slips and assisting customers with access to safe deposit boxes (if applicable). Problem Solving and Decision Making: Balancing policy and procedure with appropriate judgement, makes decisions that are mutually beneficial to the bank and the customer. If written policy is unclear or there is any uncertainty, the Operations Associate should seek guidance from his/her Assistant Branch Manager, Branch Manager, Regional Manager, or if necessary, Retail Administration Qualifications: Incumbent must have the ability to work independently, multi-tasking in a fast-paced environment. Individual should be an outgoing self-starter and be technically literate. Enthusiastic individuals with strong interpersonal skills and a desire to be in the ‘customer service' business are ideal candidates for this role. Basic business acumen and professionalism are also required. Strong written and verbal communication skills are critical, as are the ability to build relationships and strong alliances across the organization and to quickly learn all there is to know about the products and services offered by the bank. Working Conditions: Ability to stand and remain standing for up to five hours at a time without a break. May be required to lift and/or move coin/currency bags weighing 25-30 pounds.

The Portfolio Management team is responsible for implementing the firm's quantitative investment strategies with the objective of maximizing portfolios' risk-adjusted expected return after cost and reducing diseconomies of scale. The team is involved in portfolio construction, risk management, portfolio finance, and cash and corporate action management, as well as trading and post execution analysis. The team works very closely with other investment teams such as Research and Technology on firm-wide projects and product development initiatives. Role Overview As a Portfolio Management Intern, you will be immersed in our daily investment management efforts, working side-by-side with members of the portfolio management team with a particular focus in portfolio construction and execution analytics. The goals are to contribute to improvements in our investment process and execution tactics via long-term analytical projects. Guided by your manager and mentor, you will work on high impact projects that will involve the union of finance, statistics, and coding. Responsibilities May Include Market and Execution Monitoring: The portfolio management team monitors global markets in real time to track macroeconomic and company-level developments. These developments take place constantly as the world evolves. Interns will contribute to this monitoring by tracking specific regional developments and their impact on execution progress alongside our portfolio managers and reporting on these events in our daily morning meeting. Portfolio Analytics: Arrowstreet manages portfolios in a dynamic way by applying a rigorous quantitatively driven investment process. Those in the intern program will work with portfolio managers to evaluate time series trends in the exposures and attributes of the firm wide set of portfolios, looking to understand the economic motivations for that evolution over time. Portfolio Construction: Building portfolios in a quantitative way involves a complex implementation of portfolio construction utilizing a large set of parameters. Interns will interact with members of the portfolio construction team within portfolio management to learn about portfolio design and evaluate such parameters to calibrate the settings' values. Execution Analytics: Our trading programs are executed through complex algorithms that access myriad execution venues across the globe. Those in the intern program will work to evaluate time series trends and patterns in our execution strategies across executing brokers and across markets to relate these patterns ultimately to broker performance and implementation shortfall. Trading Diagnostics: Our trading team works to manage thousands of orders per day across global markets. These processes require heavy automation of trading strategy and tactics used to minimize the costs associated with building our target portfolios. Interns will work with members of the portfolio management team to take a data-driven approach in assisting traders in scheduling the most customized order executions, as well as to evaluate those trading tactics historically to help dictate modifications that might minimize portfolio slippage. Portfolio Finance: Arrowstreet manages a large set of portfolios that utilize leverage to achieve elevated return and risk characteristics. Participants in the intern program will learn about these products and the ways in which they utilize financing relationships to achieve the desired investment attributes. Interns will have the opportunity to contribute meaningfully to efforts intended to build our capabilities related to these products. Qualifications Strong interest in portfolio theory, market microstructure, trading and asset management Working towards an undergraduate degree with an analytical focus Completion of at least one prior professional experience either through a co-op program or internship Completion of entry level investment-related courses that would provide a baseline knowledge of financial markets and equity-related instruments Detail-oriented with excellent organizational, analytical and problem-solving skills, as well as the ability to work under pressure while meeting tight deadlines Fluency with running database queries and dealing with large datasets Proficiency and experience with Microsoft Office suite including Excel and Outlook required Proficiency and experience with any of several technical and/or programming languages, including: Python (preferred), STATA, R, MATLAB, SQL, C# Experience using Bloomberg Terminal is a plus Strong written and verbal communication skills The weekly wage range for this position is $3,500 - $5,000 per week. Arrowstreet Capital operates a robust talent acquisition program, and we also seek to compensate and reward our employees competitively within our industry and in line with our merit-based culture. The determination of a successful candidate's base wage placement within the listed range will vary based on the candidate's relevant experience and qualifications (which may also include relevant certifications, credentials and other education), the job responsibilities and scope, the commensurate resulting level of the position and other relevant factors. The listed range is also an estimate, and additional information regarding base wages and other elements of total compensation offered by Arrowstreet Capital to successful applicants will be communicated during the recruitment process. Arrowstreet Capital is a Boston-based systematic investment firm that manages global equity portfolios for institutional investors around the world. All qualified applicants will receive consideration for employment without regard to sex, race, color, religion, national origin, ancestry, genetic information, age, pregnancy, medical condition, disability, veteran or military status, marital status or any other characteristic protected by federal, state, or local law. Arrowstreet Capital is committed to working with and providing reasonable accommodations for qualified individuals with disabilities and disabled veterans. If you need a reasonable accommodation for any part of the employment process due to a disability, contact us to discuss the nature of your request and contact information.

Job Description Operations Specialist Are you a credit union or bank Operations/Customer Service Rep or a Head Teller with the energy, experience, and desire to move forward? Do you enjoy interacting with members/customers and solving problems? Are you looking for less sales pressure, less stress and a better schedule? AllCom Credit Union in Worcester has been proudly providing financial services to our members for over 100 years! While a small financial institution, we continue to prosper because of the loyalty of our members, the dedication and energy of our employees, and the excellence of our savings and loan products. We invest in our employees and provide new opportunities wherever possible in a small institution. The right person is an experienced, hands-on Operations Specialist who will: Oversee the day to day management of debit and credit card programs Provide call center support for online services Monitor escrow accounts and coordinate timely payments Coordinate receipt of legal title for all vehicle loans Complete quality control reviews on consumer loan and mortgage files Provide support for daily Branch and Loan Operations This person must be flexible, multi-tasking, detail-oriented, and enjoy working with members and with numbers. No two days will be the same! Requirements: minimum 1 year work experience, credit union/bank/financial institution preferred, general knowledge of loan products, high school diploma/equivalent. Experience in a bank or credit union as a teller, operations specialist, service rep or customer service in a retail environment preferred. We think this is a unique job for a unique candidate whose skills are well-rounded, who understands the complexities of working in a small organization, and whose passion is providing accurate and outstanding service! While we love sales, we start with service. If this sounds interesting, we would love to hear from you. Send your resume to *******************. Job Posted by ApplicantPro

Are you a credit union or bank Operations/Customer Service Rep or a Head Teller with the energy, experience, and desire to move forward? Do you enjoy interacting with members/customers and solving problems? Are you looking for less sales pressure, less stress and a better schedule? AllCom Credit Union in Worcester has been proudly providing financial services to our members for over 100 years! While a small financial institution, we continue to prosper because of the loyalty of our members, the dedication and energy of our employees, and the excellence of our savings and loan products. We invest in our employees and provide new opportunities wherever possible in a small institution. The right person is an experienced, hands-on Operations Specialist who will: Oversee the day to day management of debit and credit card programs Provide call center support for online services Monitor escrow accounts and coordinate timely payments Coordinate receipt of legal title for all vehicle loans Complete quality control reviews on consumer loan and mortgage files Provide support for daily Branch and Loan Operations This person must be flexible, multi-tasking, detail-oriented, and enjoy working with members and with numbers. No two days will be the same! Requirements: minimum 1 year work experience, credit union/bank/financial institution preferred, general knowledge of loan products, high school diploma/equivalent. Experience in a bank or credit union as a teller, operations specialist, service rep or customer service in a retail environment preferred. We think this is a unique job for a unique candidate whose skills are well-rounded, who understands the complexities of working in a small organization, and whose passion is providing accurate and outstanding service! While we love sales, we start with service. If this sounds interesting, we would love to hear from you. Send your resume to *******************.

The Operations Specialist - Corporate Actions is involved with many different areas of responsibility in Investment Operations. Primary responsibilities are portfolio reconciliation and corporate actions processing. The Operations Specialist will also be involved with individual or group projects and initiatives as they occur. Responsibilities Provide Operational support for Advisory, private wealth & institutional accounts. Utilize automated reconciliation system for assigned accounts (daily/monthly) to ensure that all accounts are in proof daily and positions monthly or ad-hoc. Identify cash, transaction, and position discrepancies between GW&K and custodian banks via internal systems and external custodian sites. Research and resolve issues timely by interacting with the teams within operations along with the custodians' web tools to maintain data integrity and minimize financial risk. Conduct/review data checks each day to ensure information on GW&K's system is correct and troubleshoot any errors. Assist with training other operations team members and provide coverage when needed. Closely monitor our Corporate Actions Dashboard and other data sources to process actions accurately and in a timely manner. Work with portfolio managers and traders to choose the appropriate corporate action option. Collaborate with traders to add and remove trade restrictions on securities as needed. Process transactions to core accounting systems where necessary as related to client accounts. Contact custodians to ensure proper booking of corporate actions in client accounts. Ensure corporate action events are processed and integrated into clients' accounts, then reconciled against the custodians' records to maintain data quality and reliability. Other responsibilities as determined by the group manager. Qualifications College degree and 1-2 years prior related industry experience. The desire to understand portfolio accounting & process. Familiarity or exposure to domestic & international equities, municipal bonds, corporate bonds, and mortgage-backed securities. Demonstrate a strong interest in deepening understanding of technology-related issues, tasks and responsibilities and actively engaging in technology initiatives and projects. Must be proficient in Microsoft office applications. Excellent attention to detail a must. This role is based in our Boston, MA or Winter Park, FL office on a hybrid schedule - 4 days per week in-office, 1 day per week remote. The actual base salary is dependent on several variables including but not limited to education, experience, skills, and geography. In addition, GW&K employees may be eligible for a discretionary bonus and/or commission, which is based on a number of factors, including individual and firm performance. Base Salary Range $60,000-$72,000 USD GW&K Investment Management is an equal opportunity employer and provides equal employment opportunities to all associates and applicants for employment without regard to gender, race, color, national origin, ancestry, pregnancy, marital status, religion, age, disability, veteran status, sexual orientation, genetic information, or any other characteristic protected under applicable federal, state or local laws.

Department Investment Management (IM) Operations partners with the Investment Management and related teams of MSIM, by providing middle-office services including portfolio manager support, client services, portfolio transitions, market registration, product data, corporate actions. reconciliations and performance and attribution analysis services. Team The Global Product Data Team creates and maintains equity and fixed income securities and related reference data for Investment Teams, Surveillance, and other users of security master data. This includes a variety of equity instruments including common stocks, ADRs, GDRs, rights and warrants, and a variety of fixed income instruments including treasuries, mortgage-backed securities (MBS), asset backed securities (ABS), bank loans, collateralized debt and loan obligations (CDO, CLOs), municipal bonds and others. We also work to ensure the quality, completeness, and timeliness of the data for each of these types of instruments. We seeking someone to join our team as an Associate with a focus on maintaining MSIM's security master and related reference data, as well as work on strategic initiatives as we continue to provide quality data for our clients and reduce risk in our changing industry. Interested in joining a team that's eager to create, innovate and make an impact on the world? Read on… What you'll do in the role: Creating and managing securities with a focus on automation, data quality and risk mitigation. Providing security master and reference data support to Front Office (PM's, Traders, Analysts) , Surveillance and other stakeholders across Asia, Europe, and America. Responding to all queries in a timely manner. Reviewing exception reports such as those for Aladdin and proprietary systems on a daily basis and resolving the exceptions Resolving cash and asset reconciliation exceptions including researching reference data points causing the breaks Partnering with global teams in West Conshohoken, PA and Mumbai, India for security master related cleanup, new data points and related projects. What you'll bring to the role: 2+ years of experience in the asset management side of the investment management industry. Strong knowledge of investment instruments, their related reference data requirements and how they are expected to behave. Knowledge of Aladdin applications, particularly Security Master, Dashboards, AladdinView and Reconciliation. Other modules such as Trade Entry, Explore a plus. Proficiency with data querying tools such as PL/SQL and MSSQL a plus Proficiency with market data providers such as Bloomberg and Refinitive a plus Proficiency with automation tools such as Copilot, Alteryx, Ui Path and PowerBI a plus Strong organizational skills with strict attention to detail. Demonstrated success working in a high volume, high intensity environment. Demonstrated commitment to risk control and management. Demonstrated skills working on a global team including clear communication, being proactive, handoffs and escalation as needed. Excellent oral and written communication skills. Professional and decisive with outstanding business judgment and ability to see issues through to resolution. Proficient computer skills, particularly with Microsoft Office (Excel) WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Expected base pay rates for the role will be between $65,000 and $90,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

Core Responsibilities: * Execute project document control processes * Participate in project coordination meetings * Support QA/QC efforts by tracking and verifying field installations * Review equipment/product installation for conformance with project requirements * Work with project team on daily tasks as needed Qualifications: * Pursuing a Bachelor's degree, preferably in mechanical engineering, civil engineering, construction management, or a related field * Interest in construction industry * Strong communication, interpersonal skills and technical skills * Must be detail-oriented, organized, flexible, and able to effectively multitask. Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this job, the employee is regularly required to sit; use hands to finger, handle or feel; reach with hands and arms; and talk or hear. The employee is occasionally required to sit; climb or balance; and stoop, kneel, crouch or crawl. The employee must frequently lift and/or move up to 10 pounds and occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception and ability to adjust focus.

We welcome you to join one of the world's top five most admired and prominent companies. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. Come join us to be the best financial services company in the world which is formed to foster a creative, inclusive work environment that always values employees' personal and professional development. As a Fund Servicing Analyst within JPMorganChase, you will play a crucial role in our fund servicing operations. Your primary focus will be on executing routine transactions and collaborating with various teams. You will also apply your knowledge of fund servicing to ensure smooth operations, while also identifying opportunities for process improvements. Your emotional intelligence will help you build strong relationships and influence better outcomes. This role is an excellent opportunity to develop your skills and contribute to our team's success. Job responsibilities Execute routine fund servicing transactions, ensuring accuracy and adherence to established guidelines and procedures. Collaborate with operations to streamline processes and enhance efficiency in fund servicing operations. Utilize active listening and questioning skills to understand and address client needs, fostering strong relationships and promoting deeper understanding. Contribute to continuous improvement initiatives, applying innovation and design thinking techniques to enhance the efficiency and resilience of our operating platform. Manage the daily trading activities of clients, ensuring accurate execution and oversight. Review and resolve reconciliation breaks in positions, market prices, income, cash, financing, and valuation. Support client and broker queries related to daily trade activities, providing timely and accurate responses. Investigate and amend any issues related to OTC/CFD trades, ensuring proper delivery sign-off to fund accounting and clients. Provide reconciliation services for derivative products, specifically OTC, from the Boston location. Reconcile all relevant OTC/CFD deliveries accurately and efficiently against core controls. Required qualifications, capabilities, and skills Baseline knowledge or equivalent expertise in fund servicing operations, with a focus on executing routine transactions and process improvements. Proven ability to apply active listening and questioning techniques to understand and address client needs effectively. Experience in continuous improvement initiatives, with a focus on applying innovation and design thinking techniques to enhance operational efficiency. Strong technical skills including accounting principles and theories Knowledge of 40 ACTs Fund Accounting, Financial Reporting and Tax Operations Ability to be effective in a global operating environment and a matrix management organizations Ability to build and maintain effective working relationships with clients and counterparties Self-motivated with a flexible approach to working hours Preferred qualifications, capabilities, and skills Quick learner both technical knowledge and systems Results orientated; ability to create and sustain a target driven environment

We welcome you to join one of the world's top five most admired and prominent companies. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. Come join us to be the best financial services company in the world which is formed to foster a creative, inclusive work environment that always values employees' personal and professional development. As a Fund Servicing Analyst within JPMorganChase, you will play a crucial role in our fund servicing operations. Your primary focus will be on executing routine transactions and collaborating with various teams. You will also apply your knowledge of fund servicing to ensure smooth operations, while also identifying opportunities for process improvements. Your emotional intelligence will help you build strong relationships and influence better outcomes. This role is an excellent opportunity to develop your skills and contribute to our team's success. **Job responsibilities** + Execute routine fund servicing transactions, ensuring accuracy and adherence to established guidelines and procedures. + Collaborate with operations to streamline processes and enhance efficiency in fund servicing operations. + Utilize active listening and questioning skills to understand and address client needs, fostering strong relationships and promoting deeper understanding. + Contribute to continuous improvement initiatives, applying innovation and design thinking techniques to enhance the efficiency and resilience of our operating platform. + Manage the daily trading activities of clients, ensuring accurate execution and oversight. + Review and resolve reconciliation breaks in positions, market prices, income, cash, financing, and valuation. + Support client and broker queries related to daily trade activities, providing timely and accurate responses. + Investigate and amend any issues related to OTC/CFD trades, ensuring proper delivery sign-off to fund accounting and clients. + Provide reconciliation services for derivative products, specifically OTC, from the Boston location. + Reconcile all relevant OTC/CFD deliveries accurately and efficiently against core controls. **Required qualifications, capabilities, and skills** + Baseline knowledge or equivalent expertise in fund servicing operations, with a focus on executing routine transactions and process improvements. + Proven ability to apply active listening and questioning techniques to understand and address client needs effectively. + Experience in continuous improvement initiatives, with a focus on applying innovation and design thinking techniques to enhance operational efficiency. + Strong technical skills including accounting principles and theories + Knowledge of 40 ACTs Fund Accounting, Financial Reporting and Tax Operations + Ability to be effective in a global operating environment and a matrix management organizations + Ability to build and maintain effective working relationships with clients and counterparties + Self-motivated with a flexible approach to working hours **Preferred qualifications, capabilities, and skills** + Quick learner both technical knowledge and systems + Results orientated; ability to create and sustain a target driven environment JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans **Base Pay/Salary** Boston,MA $68,200.00 - $90,000.00

Starting Rate: $23.50 Actual pay may vary based on experience, skills, and market factors; additional compensation may apply. Eastern offers a robust benefits and retirement package. Please see the description of benefits included with this job posting for additional information. This is a Full-Time Onsite Position Monday-Friday 9:00AM - 5:30PM The Operations Processor III performs various functions within the Lockbox Department. Primary Job Responsibilities: Handles advanced responsibilities and specialized functions within the department. Perform 10 key data entry for customer payments in a fast-paced environment while meeting quality and productivity standards. Responsible for data entry of detailed payment information from remittance documents according to customer specifications. Additional Job Responsibilities: Scan high volumes of documents and monitor scanning equipment. Assign, coordinate, and monitor work processing. Open, sort, and balance customer remittances per bank/customer procedures and deadlines. Use an adding machine to balance transactions and label batches. Review and process returns, complete Return Item Notification forms. Prepare manual deposits for payments without documents. Prepare checks for data entry processing. Sort customer payments and transactions per specifications. Review and prepare counterwork for processing. Sort and prepare the mail for processing by P.O. Box for distribution to the mail opening operation. Record daily production and submit Employee Production Report to Manager. Ensure compliance with Federal/State regulations including BSA/AML and bank policies. Assist with other/additional duties, responsibilities, tasks, and/or projects as required to support business needs. Qualifications: Strong manual dexterity, attention to detail, and organizational skills. Basic adding machine proficiency Effective communication and ability to follow directions. Must be able to work in a fast-paced environment. Flexibility to perform various clerical tasks and shift between duties. Ability to meet deadlines independently and collaboratively. Willingness to work a flexible schedule as needed. Physical Demands/Conditions: Regularly required to talk, see, hear, read, write, walk, sit, stand, stoop, kneel, bend, and reach. Use of office equipment: computer, telephone, calculator, fax. Occasionally lift/move up to 25 pounds. Reasonable accommodations may be made for individuals with disabilities.

Starting Rate: $23.50 Actual pay may vary based on experience, skills, and market factors; additional compensation may apply. Eastern offers a robust benefits and retirement package. Please see the description of benefits included with this job posting for additional information. This is a Full-Time Onsite Position Monday-Friday 9:00AM - 5:30PM The Operations Processor III performs various functions within the Lockbox Department. Primary Job Responsibilities: Handles advanced responsibilities and specialized functions within the department. Perform 10 key data entry for customer payments in a fast-paced environment while meeting quality and productivity standards. Responsible for data entry of detailed payment information from remittance documents according to customer specifications. Additional Job Responsibilities: Scan high volumes of documents and monitor scanning equipment. Assign, coordinate, and monitor work processing. Open, sort, and balance customer remittances per bank/customer procedures and deadlines. Use an adding machine to balance transactions and label batches. Review and process returns, complete Return Item Notification forms. Prepare manual deposits for payments without documents. Prepare checks for data entry processing. Sort customer payments and transactions per specifications. Review and prepare counterwork for processing. Sort and prepare the mail for processing by P.O. Box for distribution to the mail opening operation. Record daily production and submit Employee Production Report to Manager. Ensure compliance with Federal/State regulations including BSA/AML and bank policies. Assist with other/additional duties, responsibilities, tasks, and/or projects as required to support business needs. Qualifications: Strong manual dexterity, attention to detail, and organizational skills. Basic adding machine proficiency Effective communication and ability to follow directions. Must be able to work in a fast-paced environment. Flexibility to perform various clerical tasks and shift between duties. Ability to meet deadlines independently and collaboratively. Willingness to work a flexible schedule as needed. Physical Demands/Conditions: Regularly required to talk, see, hear, read, write, walk, sit, stand, stoop, kneel, bend, and reach. Use of office equipment: computer, telephone, calculator, fax. Occasionally lift/move up to 25 pounds. Reasonable accommodations may be made for individuals with disabilities.

Are you ready to trade your job for a journey? Become a FlyMate! Passion, excitement & global collaboration are all core to what it means to be a FlyMate. At Flywire, we're on a mission to deliver the world's most important and complex payments. We use our Flywire Advantage - the combination of our next-gen payments platform, proprietary payment network and vertical specific software, to help our clients get paid, and help their customers pay with ease - no matter where they are in the world. What more do we need to truly be unstoppable? Perhaps, that is you! Who we are: Flywire is a global payments enablement and software company, founded more than a decade ago to solve high-stakes, high-value payments in higher education. We've since scaled into new regions and industry verticals and expanded our product offerings to deliver meaningful value to our clients around the world. Today we support more than 4,800 clients across the global education, healthcare, travel & B2B industries, with diverse payment methods across 240 countries & territories and more than 140 currencies. With over 1,200 global FlyMates, representing more than 40 nationalities, and in 12 offices world-wide, we're looking for FlyMates to join the next stage of our journey as we continue to grow. Job Description The Opportunity: As a Client Success Operations Associate, you will be the first line of support for our hospitality and e-commerce customers. This role focuses on solving routine issues, documenting findings, and delivering empathetic, professional communication to customers. Weekend coverage is required (Saturdays and Sundays), with two weekdays off (preferred days off not Monday or Friday). Please only apply if you are able to provide weekend coverage Respond to a high volume of customer tickets, calls, and emails with empathy, professionalism, and efficiency. Troubleshoot technical issues using logs, developer tools, DataDog, and internal tools. Provide clear replication steps, screen recordings, or documentation to escalate issues to Engineering. Translate technical findings into simple, actionable updates for customers and internal stakeholders. Assist in writing SOPs and contributing to knowledge base articles and internal documentation. Take ownership of escalated or pattern-based tickets and track them to resolution. Identify bugs or process inefficiencies and work with the team to improve the support workflow. Support common use cases such as PDF conversion and basic platform navigation. Maintain quality responses while averaging ~25 solved tickets per day (≈575-600/month). Participate in customer calls, screen shares, or trainings when escalations require higher-level communication. Qualifications Here's What We're Looking For: 2+ years in a customer-facing technical support role (B2B SaaS or eCommerce preferred). Experience using Zendesk (tickets, macros, views, Help Center). Ability to rotate into holiday or on-call support schedules as needed. Familiarity with Jira, DataDog, browser developer tools, and analyzing logs or error messages. Strong verbal and written communication skills; able to break down complex issues for technical and non-technical audiences. Ability to self-prioritize in a high-volume support environment (600+ monthly solved tickets expected). Demonstrated initiative in bug tracking, internal documentation, or team training support. Strong organizational and time-management skills; comfortable with ticket queues, call logs, and daily targets. Background in hospitality or hotel technology (e.g., PMS, eSign/ePay systems) is a plus. Experience with SOP creation is a plus. Additional Information What We Offer: Competitive compensation, including Restricted Stock Units Employee Stock Purchase Plan (ESPP) Flying Start - Our immersive Global Induction Program Work with brilliant people that will keep you on your toes, learn more about their journeys by checking out #InsideFlywire on social media Dynamic & Global Team (we have been collaborating virtually for years!) Wellbeing Programs (Mental Health, Wellness) with Global FlyMates Be a meaningful part in our success - every FlyMate makes an impact Competitive time off including FlyBetter Days to volunteer in a cause you believe in and Digital Disconnect Days! Great Talent & Development Programs Submit today and get started! We are excited to get to know you! Throughout our process you can expect to meet with different FlyMates including the Hiring Manager, Peers on the team, the VP of the department, and a skills assessment. Your Talent Acquisition Partner will walk you through the steps and be your “go-to” person for any questions. The US base salary range for this full-time position is $55,000-$60,000 plus restricted stock units and benefits. Our salary ranges are determined by role, position level, and location. The range displayed on this job posting reflects the minimum and maximum target for new hire salaries for the position across all US locations. Within the range, individual pay is determined by work location and several other factors, including job-related skills, experience, relevant education and training. Your Talent Acquisition Partner can share more about the specific salary range for your preferred location during the hiring process. Flywire is an equal opportunity employer. With over 30 nationalities across 12 different offices, and diversity and inclusion at the core of our people agenda, we believe our FlyMates are our greatest asset, and we're excited to watch our unique culture evolve with each new hire. Flywire is an equal opportunity employer.

Role Type: Internship/Co-op Work Term: Summer/Term 3 Work Location: New York, New York, United States of America Hours: 40 Pay Details: $67.00 - $67.00 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs. As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role. Job Description: * Please only apply to no more than two lines of business. The US Graduate Leadership Intern Program is a 10-week internship that prepares you for the fulltime 2-year direct to impact development program and will accelerate your potential and place you at the center of a real-world transformational challenge, aimed at bettering the lives of the clients, colleagues, and communities we serve. The Retail Distribution team is transforming TD Bank's Retail franchise, which requires a reimagining of our work practices to effectively accelerate our progress. Management Interns in our Graduate Program will have the opportunity to make a significant impact on our customers, colleagues, and communities by integrating AI to redefine the way we work. Key Initiative May Include: * Digital Onboarding - re-imagine the digital onboarding experiences from shopping to applying to set-up and use across our consumer and small business customers. * Adoption - increase digital adoption by building out solutions to migrate self-serve transactions from our Stores to digital through frictionless digital experiences. * Engagement - create hyper-personalized and relevant interactions, through nudges, SMS and in-app offers that drive customer value and increase shareholder value. * AI Enablement - leverage leading technologies to create Intelligent Virtual Assistants who can service and guide customers based on transactions and interactions across our mobile app. Depth & Scope: * Solves complex problems requiring analysis of multiple variables, including consultation with multiple stakeholders * Leads projects of moderately to complex risk and resource requirements; may lead end-to-end processes or functional programs * Builds stakeholder alignment in leading projects and activities; may provide process and subject matter advice at senior levels * Integrates the broader organizational context into advice and solutions within own area * Understands the industry, competition and the factors that differentiate the organization * Applies best practices to implement process, product or service improvements * Acts as a subject matter expert within their own area of specialty or a resource for others * Contributes to setting standards within area of expertise * Uses advanced methods to contribute to new solutions and recommend standards against which others will operate * Impacts a range of functional programs and operations across own and related teams * Interprets guidelines, standards, policies and results of analysis to inform decision making at senior levels * Works independently as the senior technical lead and guides others within area of expertise Education & Experience: * Pursuing a Graduate Degree in related field * 5+ years of related experience * Demonstrated leadership experience, a history of delivering strong results, and high aspirations and motivation for career progression to senior leadership roles Preferred Qualifications: * Current graduate students with studies in Finance, Business, Data Science, Computer Science, or Robotics and Cognitive Science related fields. * Curious problem-solvers with a passion for digital trends, and innovative AI capabilities. * Strong collaborator that can create solutions and drive project execution. * Process engineer that operates with a Risk control mindset. * Ability to define KPI's and build measurement frameworks and ensure data integrity * Strong quantitative and statistical skills with the ability to translate data into business insights. Customer Accountabilities: * Completes business objectives set together with leadership as outlined at the start of the program * Develops detailed, accurate, and timely research and reporting supported by insightful commentary * Conducts internal and external research projects; support the development/ delivery of presentations / communications to management or broader audience * Conducts meaningful analysis at the functional or broader organizational level using results to draw conclusions, make recommendations, assess the effectiveness of programs/ policies/ practices * Identifies/implements process improvements to automate, streamline, and increase of analysis and decisions * Represents business on cross-functional/cross-product working groups, projects, and forums * Works with key business partners on strategic initiatives * Liaison between internal stakeholders and external advisors, where appropriate * Manages and prioritize multiple projects, working with discretion and confidentiality * Advises and present senior management and influence decisions * Invests in personal development and growth * May be customer/client facing, and may be required to provide solutions for escalated inquiries or concerns Shareholder Accountabilities: * Adheres to organizational frameworks or methodologies that relate to activities for our business area * Ensures respective programs/policies/practices are well managed, meets business needs/priorities, and complies with internal/external requirements. * Consistently exercise discretion in managing correspondence, information and all matters of confidentiality; escalate issues where appropriate * Ensures business operations are in compliance with applicable internal and external requirements ( e.g. financial controls, segregation of duties, transaction approvals and physical control of assets) * Protects the interests of the organization - identify and manage risks, and escalate non-standard, high risk activities as necessary * Participates in cross-functional / enterprise / initiatives as a subject matter expert helping to identify risk / provide guidance for complex situations * Monitors service, productivity and assess efficiency levels within own function and implement continuous process/performance improvements * Leads / facilitates and/or implements actions/remediation plans to address performance/risk/governance issues * Actively manages relationships within and across various business lines, corporate and/or control functions and ensure alignment with organizational and/or regulatory requirements * Keeps abreast of emerging issues/trends and evolving regulatory climate, and assess potential impacts * Maintains a culture of risk management and control, supported by effective processes in alignment with risk appetite Employee/Team Accountabilities: * Participates fully as a member of the team, support a positive work environment that promotes service to the business, innovation, and teamwork and ensure timely communication of issues/points of interest * Provides thought leadership and/ or industry knowledge for own area of expertise in own area and participate in knowledge transfer within the team and business unit * Remains current on trends, and grow knowledge of the business, related tools, technology and techniques * Committed to curiosity and a growth mindset and a hunger to innovate with purpose * Participates in personal performance management and development activities, including cross training within own team * Keeps others informed and up-to-date about the status / progress of projects and / or all relevant or useful information related to day-to-day activities * Contributes to team development of skills/capabilities through mentorship of others, by sharing knowledge and experiences and leveraging best practices. * Leads, motivates and develops relationships with internal and external business partners/stakeholders. * Contributes to a fair, positive and equitable environment that supports a diverse workforce. * Act as a brand ambassador for your business area/function and the bank, internally and externally Physical Requirements: Never: 0%; Occasional: 1-33%; Frequent: 34-66%; Continuous: 67-100% * Domestic Travel - Occasional * International Travel - Never * Performing sedentary work - Continuous * Performing multiple tasks - Continuous * Operating standard office equipment - Continuous * Responding quickly to sounds - Occasional * Sitting - Continuous * Standing - Occasional * Walking - Occasional * Moving safely in confined spaces - Occasional * Lifting/Carrying (under 25 lbs.) - Occasional * Lifting/Carrying (over 25 lbs.) - Never * Squatting - Occasional * Bending - Occasional * Kneeling - Never * Crawling - Never * Climbing - Never * Reaching overhead - Never * Reaching forward - Occasional * Pushing - Never * Pulling - Never * Twisting - Never * Concentrating for long periods of time - Continuous * Applying common sense to deal with problems involving standardized situations - Continuous * Reading, writing and comprehending instructions - Continuous * Adding, subtracting, multiplying and dividing - Continuous The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required. The listed or specified responsibilities & duties are considered essential functions for ADA purposes. Who We Are TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues. TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you've got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we're here to support you towards your goals. As an organization, we keep growing - and so will you. Our Total Rewards Package Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition. Learn more Additional Information: We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home. Colleague Development If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD - and we're committed to helping you identify opportunities that support your goals. Training & Onboarding We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role. Interview Process We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call. Accommodation TD Bank 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, age, disability, status as a protected veteran or any other characteristic protected under applicable federal, state, or local law. If you are an applicant with a disability and need accommodations to complete the application process, please email TD Bank US Workplace Accommodations Program at ***************. Include your full name, best way to reach you and the accommodation needed to assist you with the applicant process.

**Role Type:** Internship/Co-op **Work Term:** Summer/Term 3 New York, New York, United States of America **Hours:** 40 **Pay Details:** $67.00 - $67.00 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs. As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role. **Job Description:** * Please only apply to no more than two lines of business. The US Graduate Leadership Intern Program is a 10-week internship that prepares you for the fulltime 2-year direct to impact development program and will accelerate your potential and place you at the center of a real-world transformational challenge, aimed at bettering the lives of the clients, colleagues, and communities we serve. The Retail Distribution team is transforming TD Bank's Retail franchise, which requires a reimagining of our work practices to effectively accelerate our progress. Management Interns in our Graduate Program will have the opportunity to make a significant impact on our customers, colleagues, and communities by **integrating AI** to redefine the way we work. **Key Initiative May Include:** + **Digital** **Onboarding** **-** **re-imagine** **the** **digital** **onbo** **arding** **experiences** **from** **shopping** **to** **applying** **to** **set-** **up and** **use** **across our** **consumer and small** **business** **customers** **.** + **Adoption** -increase digital adoptionby building outsolutions to migrate self-serve transactions from our Stores to digital throughfrictionless digital experiences. + **Engagement** - create hyper-personalized and relevant interactions, through nudges, SMS and in-app offers that drive customer value and increase shareholder value. + **AI Enablement** **-** leverage leading technologies to create Intelligent Virtual Assistants who can service and guide customers based on transactions and interactions across our mobile app. **Depth & Scope:** + Solves complex problems requiring analysis of multiple variables, including consultation with multiple stakeholders + Leads projects of moderately to complex risk and resource requirements; may lead end-to-end processes or functional programs + Builds stakeholder alignment in leading projects and activities; may provide process and subject matter advice at senior levels + Integrates the broader organizational context into advice and solutions within own area + Understands the industry, competition and the factors that differentiate the organization + Applies best practices to implement process, product or service improvements + Acts as a subject matter expert within their own area of specialty or a resource for others + Contributes to setting standards within area of expertise + Uses advanced methods to contribute to new solutions and recommend standards against which others will operate + Impacts a range of functional programs and operations across own and related teams + Interprets guidelines, standards, policies and results of analysis to inform decision making at senior levels + Works independently as the senior technical lead and guides others within area of expertise **Education & Experience:** + Pursuing a Graduate Degree in related field + 5+ years of related experience + Demonstrated leadership experience, a history of delivering strong results, and high aspirations and motivation for career progression to senior leadership roles **Preferred Qualifications:** + Current graduate students with studies in **Finance, Business, Data Science, Computer** **Science, or** **Robotics and Cognitive Science related fields** . + Curious problem-solvers with a passion for **digital trends, and innovative AI capabilities** . + Strong collaborator that can **create solutions** and drive **project execution.** + **Process engineer** that operates with a **Risk control mindset.** + Ability to define KPI's and **build measurement frameworks** and ensure data integrity + Strong **quantitative** and **statistical** skills with the ability to translate data into business insights. **Customer Accountabilities:** + Completes business objectives set together with leadership as outlined at the start of the program + Develops detailed, accurate, and timely research and reporting supported by insightful commentary + Conducts internal and external research projects; support the development/ delivery of presentations / communications to management or broader audience + Conducts meaningful analysis at the functional or broader organizational level using results to draw conclusions, make recommendations, assess the effectiveness of programs/ policies/ practices + Identifies/implements process improvements to automate, streamline, and increase of analysis and decisions + Represents business on cross-functional/cross-product working groups, projects, and forums + Works with key business partners on strategic initiatives + Liaison between internal stakeholders and external advisors, where appropriate + Manages and prioritize multiple projects, working with discretion and confidentiality + Advises and present senior management and influence decisions + Invests in personal development and growth + May be customer/client facing, and may be required to provide solutions for escalated inquiries or concerns **Shareholder Accountabilities:** + Adheres to organizational frameworks or methodologies that relate to activities for our business area + Ensures respective programs/policies/practices are well managed, meets business needs/priorities, and complies with internal/external requirements. + Consistently exercise discretion in managing correspondence, information and all matters of confidentiality; escalate issues where appropriate + Ensures business operations are in compliance with applicable internal and external requirements ( e.g. financial controls, segregation of duties, transaction approvals and physical control of assets) + Protects the interests of the organization - identify and manage risks, and escalate non-standard, high risk activities as necessary + Participates in cross-functional / enterprise / initiatives as a subject matter expert helping to identify risk / provide guidance for complex situations + Monitors service, productivity and assess efficiency levels within own function and implement continuous process/performance improvements + Leads / facilitates and/or implements actions/remediation plans to address performance/risk/governance issues + Actively manages relationships within and across various business lines, corporate and/or control functions and ensure alignment with organizational and/or regulatory requirements + Keeps abreast of emerging issues/trends and evolving regulatory climate, and assess potential impacts + Maintains a culture of risk management and control, supported by effective processes in alignment with risk appetite **Employee/Team Accountabilities:** + Participates fully as a member of the team, support a positive work environment that promotes service to the business, innovation, and teamwork and ensure timely communication of issues/points of interest + Provides thought leadership and/ or industry knowledge for own area of expertise in own area and participate in knowledge transfer within the team and business unit + Remains current on trends, and grow knowledge of the business, related tools, technology and techniques + Committed to curiosity and a growth mindset and a hunger to innovate with purpose + Participates in personal performance management and development activities, including cross training within own team + Keeps others informed and up-to-date about the status / progress of projects and / or all relevant or useful information related to day-to-day activities + Contributes to team development of skills/capabilities through mentorship of others, by sharing knowledge and experiences and leveraging best practices. + Leads, motivates and develops relationships with internal and external business partners/stakeholders. + Contributes to a fair, positive and equitable environment that supports a diverse workforce. + Act as a brand ambassador for your business area/function and the bank, internally and externally **Physical Requirements:** Never: 0%; Occasional: 1-33%; Frequent: 34-66%; Continuous: 67-100% + Domestic Travel - Occasional + International Travel - Never + Performing sedentary work - Continuous + Performing multiple tasks - Continuous + Operating standard office equipment - Continuous + Responding quickly to sounds - Occasional + Sitting - Continuous + Standing - Occasional + Walking - Occasional + Moving safely in confined spaces - Occasional + Lifting/Carrying (under 25 lbs.) - Occasional + Lifting/Carrying (over 25 lbs.) - Never + Squatting - Occasional + Bending - Occasional + Kneeling - Never + Crawling - Never + Climbing - Never + Reaching overhead - Never + Reaching forward - Occasional + Pushing - Never + Pulling - Never + Twisting - Never + Concentrating for long periods of time - Continuous + Applying common sense to deal with problems involving standardized situations - Continuous + Reading, writing and comprehending instructions - Continuous + Adding, subtracting, multiplying and dividing - Continuous The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required. The listed or specified responsibilities & duties are considered essential functions for ADA purposes. **Who We Are** TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues. TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you've got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we're here to support you towards your goals. As an organization, we keep growing - and so will you. **Our Total Rewards Package** Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition. Learn more (*************************************** **Additional Information:** We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home. **Colleague Development** If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD - and we're committed to helping you identify opportunities that support your goals. **Training & Onboarding** We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role. **Interview Process** We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call. **Accommodation** TD Bank 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, age, disability, status as a protected veteran or any other characteristic protected under applicable federal, state, or local law. If you are an applicant with a disability and need accommodations to complete the application process, please email TD Bank US Workplace Accommodations Program at *************** . Include your full name, best way to reach you and the accommodation needed to assist you with the applicant process. Federal law prohibits job discrimination based on race, color, sex, sexual orientation, gender identity, national origin, religion, age, equal pay, disability and genetic information.