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Houlihan Lokey Jobs

- 302 Jobs
  • Content Operations & Editorial Associate

    Houlihan Lokey Inc. 4.9company rating

    Houlihan Lokey Inc. Job In New York, NY Or Remote

    Content Operations & Editorial Associate page is loaded **Content Operations & Editorial Associate** **Content Operations & Editorial Associate** locations New York, NY, USAChicago, IL, USADallas, TX, USAHouston, TX, USA time type Full time posted on Posted 30+ Days Ago job requisition id R2007 **Business Unit:** Marketing**Industry:** No Industry**Overview** Houlihan Lokey, Inc. (NYSE:HLI) is a global investment bank with expertise in mergers and acquisitions, capital markets, financial restructuring, and financial and valuation advisory. Houlihan Lokey serves corporations, institutions, and governments worldwide with offices in the Americas, Europe, the Middle East, and the Asia-Pacific region. Independent advice and intellectual rigor are hallmarks of the firm's commitment to client success across its advisory services. The firm is the No. 1 investment bank for global M&A transactions under $1 billion, the No. 1 M&A advisor for the past eight consecutive years in the U.S., the No. 1 global restructuring advisor for the past nine consecutive years, and the No. 1 global M&A fairness opinion advisor over the past 25 years, all based on number of transactions and according to data provided by Refinitiv. **Scope** Houlihan Lokey is seeking a highly skilled and detail-oriented Content Operations & Editorial Associate to join our Internal Communications team. The role focuses on managing and optimizing the content pipeline for our corporate intranet, helping to originate, write, and proofread internal communications, and ensuring seamless coordination across departments. The ideal candidate will have a solid background in corporate communications, content management, and editorial workflows. This role offers both hybrid in office and 100% remote opportunities. **Responsibilities** * Own the content calendar for the corporate intranet, ensuring that deadlines are met and relevant content is delivered on time. * Collaborate with cross-functional teams across the firm, coordinating content submissions from various departments. * Assist in originating, drafting, and proofreading a variety of internal communications, including newsletters, announcements, and employee updates. * Ensure that all communications are accurate, clear, and aligned with the company's tone and messaging guidelines. * Manage the content flow on the company's intranet platform, including posting, updating, and optimizing content for user engagement. * Monitor user feedback and analytics to continuously improve content relevance and effectiveness. * Work closely with key stakeholders to ensure internal communication initiatives align with company-wide objectives. * Act as a liaison between internal teams to gather information, manage approvals, and ensure content consistency. * Develop and implement best practices for internal content creation, approval workflows, and publication. * Identify opportunities to streamline the content management process and improve editorial efficiency. * Collaborate closely with the Internal Communications team, HR, and key stakeholders across departments. * Act as a content manager and point of contact for intranet communications. * Manage existing relationships with third-party vendors and software providers to ensure communication/intranet tools and platforms are up to date and optimized for user experience. **Experience and Qualifications** * 6+ years of experience in corporate communications, content management, or editorial roles. * Strong writing, editing, and proofreading skills with a keen eye for detail. * Experience managing content calendars and working with cross-functional teams to meet tight deadlines. * Proficiency with content management systems (CMS), intranet platforms, and publishing tools. * Strong project management skills with the ability to multitask and prioritize effectively. * Excellent verbal and written communication skills with a collaborative mindset. **Salary Range** Houlihan Lokey is committed to providing its employees with an exciting career opportunity and competitive total compensation package, which may include other components such as discretionary incentive compensation . The firm's good faith and reasonable estimate of the possible salary range for this role at the time of posting is: $33.66-$43.27Actual salary at the time of hire may vary and may be above or below the range based on various factors, including, but not limited to, the candidate's relevant qualifications, skills, and experience and the location where this position may be filled. ***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, gender identity, sexual orientation, protected veteran status, or any other characteristic protected by law.***
    27d ago
  • 2026 Summer Financial Analyst (Class of 2027) | Corporate Finance, Washington D.C Industrials

    Houlihan Lokey 4.9company rating

    Houlihan Lokey Job In Washington, VA

    Business Unit: Corporate Finance Industry: IG - Industrials Houlihan Lokey, Inc. (NYSE: HLI) is a global investment bank with expertise in mergers and acquisitions, capital markets, financial restructuring, and financial and valuation advisory. Houlihan Lokey serves corporations, institutions, and governments worldwide with offices in the Americas, Europe, the Middle East, and the Asia-Pacific region. Independent advice and intellectual rigor are hallmarks of the firm's commitment to client success across its advisory services. The firm is the No. 1 investment bank for global M&A transactions, the No. 1 M&A advisor for the past nine consecutive years in the U.S., the No. 1 global restructuring advisor for the past ten consecutive years, and the No. 1 global M&A fairness opinion advisor over the past 25 years, all based on number of transactions and according to data provided by LSEG (formerly Refinitiv). Corporate Finance Houlihan Lokey has extensive expertise in mergers, acquisitions, and divestitures for a broad range of clients-and our experience in M&A has earned us recognition throughout the industry. In 2023, LSEG (formerly Refinitiv) ranked our firm the No. 1 investment bank for all global M&A transactions. Industrials Houlihan Lokey's Industrials Group has earned a reputation for providing superior service and achieving outstanding results in M&A advisory, capital raising, restructuring, and valuation. Our transaction quality and client work benefit from our company culture, where senior financial professionals are highly engaged in the execution of client projects, and from our experience as leaders in the market for more than a decade, which has given our professionals valuable exposure to a variety of situations and challenges. In 2023, our Industrials Group was once again ranked as the No. 1 M&A advisor for global industrials transactions under $1 billion by LSEG (formerly Refinitiv).* Learn more. Click here for a list of our recent transactions. * Excludes accounting firms and brokers. Job Description In Corporate Finance, Summer Financial Analysts may work on a variety of transactions that provide exposure to various investment banking services and client industries. These services include mergers and acquisitions, private placements of debt and equity, refinancings, and leveraged buyouts. Throughout the summer, you will work with a highly talented and dedicated staff of professionals who will give you broad exposure to the many different issues and concerns affecting businesses today. You will research and analyze financial statements, general and industry-specific economic conditions and developments, acquisitions and divestitures, and various investment attributes of publicly traded and private securities companies. The environment at Houlihan Lokey is collaborative and entrepreneurial and rewards Summer Financial Analysts with substantial responsibility and interaction with senior-level professionals. Qualifications * Currently pursuing a bachelor's and/or master's degree with a graduation date between December 2026 and June 2027 * Possess basic knowledge of and a keen interest in finance * Excellent verbal and written communication skills * Strong work ethic and leadership skills Preferred Qualifications * A fundamental understanding of valuation theory, methodologies, and applications * Strong analytical and computer skills (Excel) * Ability to work cooperatively with all levels of staff Salary Range Houlihan Lokey is committed to providing its employees with an exciting career opportunity and competitive total compensation package. The firm's good faith and reasonable estimate of the possible salary range for this role at the time of posting is: $110,000.00 Actual salary at the time of hire may vary and may be above or below the range based on various factors, including, but not limited to, the candidate's relevant qualifications, skills, and experience and the location where this position may be filled. 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, gender identity, sexual orientation, protected veteran status, or any other characteristic protected by law.
    $110k yearly 54d ago
  • Executive Assistant, Firm Management

    Jefferies 4.8company rating

    Remote or New York, NY Job

    Jefferies Financial Group Inc. (‘‘Jefferies,' ‘‘we,' ‘‘us' or ‘‘our') is a U.S.-headquartered global full service, integrated investment banking and securities firm. Our largest subsidiary, Jefferies LLC, a U.S. broker-dealer, was founded in the U.S. in 1962 and our first international operating subsidiary, Jefferies International Limited, a U.K. broker-dealer, was established in the U.K. in 1986. Our strategy focuses on continuing to build out our investment banking effort, enhancing our capital markets businesses and further developing our Leucadia Asset Management alternative asset management platform. We offer deep sector expertise across a full range of products and services in investment banking, equities, fixed income, asset and wealth management in the Americas, Europe and the Middle East and Asia. Primary Responsibilities: Directly support the firm's Chief Financial Officer and Global Treasurer Maintain calendars; schedule all meetings and conference calls; handle meeting conflicts and prioritization issues Prepare and submit all expense reports Coordinate both domestic and international travel Hours are 8am -5pm ET, in the office Monday - Thursday and work from home on Fridays Required Background/Skills: 5 - 10 years of administrative experience; preferably within the financial services industry High level of integrity and professionalism Ability to consistently demonstrate clear and concise written and verbal communication skills Strong technical skills in MS Office, Concur, Zoom, and Teams Enthusiastic, helpful, positive team player who works well with colleagues Excellent judgement and detail-oriented The salary range for this role is $100,000 - $120,000 and is eligible to receive over-time pay in accordance with applicable law. The salary offered will take into consideration an individual's experience level and qualifications. In addition to salary, Jefferies offers, for eligible employees, competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Jefferies also offers paid time off packages that include planned time off (vacation), unplanned time off (sick leave), and paid holidays and paid parental leave. At Jefferies, we believe that diversity fosters creativity, innovation and thought leadership through the infusion of new ideas and perspectives. We have made a commitment to building a culture that provides opportunities for all employees regardless of our differences and supports a workforce that is reflective of the communities where we work and live. As a result, we are able to pool our collective insights and intelligence to provide fresh and innovative thinking for our clients. Jefferies is an equal employment opportunity employer. We practice equal opportunity for all, and all qualified applicants will receive consideration for employment without regard to race, creed, color, national origin, ancestry, religion, gender, pregnancy, age, physical or mental disability, marital status, sexual orientation, gender identity or expression, veteran or military status, genetic information, reproductive health decisions, or any other factor protected by law. We are committed to hiring the most qualified applicants and complying with all federal, state, and local equal employment opportunity laws. As part of this commitment, Jefferies will extend reasonable accommodations to individuals with qualified disabilities, as appropriate, under applicable law.
    $100k-120k yearly 10d ago
  • Cloud Engineer, Specialist

    The Vanguard Group, Inc./Malvern, Pa 4.6company rating

    Remote or Malvern, PA Job

    Ensure REST API best practices are implemented by API producers using linting on API contract; ensure external consumer traffic goes through Kong API gateway by implementing security, rate limiting to save company microservices for DDOS/SQL Injection attacks. Check you match the skill requirements for this role, as well as associated experience, then apply with your CV below. Requires Master's in Computer Science, Applied Computer Science, Computer Applications, or closely related IT field and two years of experience in job offered or in IT position(s) including Lead Software Engineer and/or Assistant Consultant, or Bachelor's and five years of experience. Background in education, training or experience must include Apigee API Gateway, Apigee Hybrid, Apigee On-Prem, Microgateway, AWS Computing, Kong API Gateway, JavaScript, Python, AWS CloudFormation, AWS RDS, AWS ECS, Speccy Lint tool, Apigee Analytics, Java, J2EE, Spring Boot, and Oracle. Company operates on hybrid model with three days in office and work-from-home available two days. Email resume to Devin Hager at Devin_******************; please reference Cloud Engineer, Specialist job title and #1196 in email subject line. Source: Philadelphia Inquirer and Daily News Reference Code: 75735
    $68k-100k yearly est. 2d ago
  • Client Success Specialist - Parametric

    Morgan Stanley 4.6company rating

    Remote or Seattle, WA Job

    Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, wealth management and investment management services. With offices in more than 41 countries, the Firm's employees serve clients worldwide including corporations, governments, institutions and individuals. For further information about Morgan Stanley, please visit ********************** ABOUT PARAMETRIC Parametric is part of Morgan Stanley Investment Management, the asset management division of Morgan Stanley. We partner with advisors, institutions, and consultants to build portfolios focused on what is important to them and their clients. A leader in custom solutions for more than 30 years, we help investors access efficient market exposures, solve implementation challenges, and design multi-asset portfolios that respond to their evolving needs. We also offer systematic alpha and alternative strategies to complement clients' core holdings. This role is part of Parametric's hybrid working model, which includes working in the office 3 days a week and choosing to work remotely or in the office the remaining days of the week. ABOUT THE ROLE Parametric provides systematic solutions fueled by science and prides itself on building genuine, long-term partnerships with our clients. We are looking for a Client Success Specialist to join our team in streamlining and executing on the vision for all our client-related investment work. The mission of the Client Success Specialist is to partner with distribution, alongside the Director, in meaningful ways to create a more dynamic partnership and enhance the way our teams work together, for our clients. This is an internal facing role focused on enhancements to systems, workflows, and service expectations requiring independent problem solving and the ability to execute. This person will help see our work through our clients' eyes and to enable the investment team to help solve problems investors didn't realize they had. This person shows progress by understanding the client lifecycle and best practice service expectations. They can assist with or independently execute enhancements and quality results by getting the best out of people, having an eye towards process, and leveraging technology. This person has a strong desire to internally support and enable business development and relationship management in an investment context across a wide range of client types, from high-net-worth individuals to institutions in the U.S. and internationally. The Investment Strategy team's mandate is to create and deliver powerful stories for external and internal clients and turn investment research into real-world portfolios for investors. We meet with clients and prospects, present at events, and write papers. We also work on complex custom analysis and mandate design, strategy evolution, and new product development. This is an opportunity to work with a dynamic team while making a personal impact on a firm with a unique culture that values hard work and innovation, but also encourages genuine teambuilding. PRIMARY RESPONSIBILITIES * Develop and maintain familiarity with our clients, investment offering and market position, and help support any recommendations accordingly * Work with key stakeholders to build consensus around service level expectations, design ways to monitor delivery against expectations, and find ways to resolve shortcomings * Advance key system platforms by integrating as appropriate, while understanding and communicating department and client needs to stakeholders * Determine and arrange training for investment professionals to ensure high caliber client support such as presentation and communication skills, as well as mechanisms for continuous feedback on service * Act as an executor of large, cross-functional client-related projects by assisting in scoping the required work, scheduling meetings and managing follow-ups, as requested * Ensure consistent processes are applied to ensure success of investment professionals in external work such as conference panels, hosted events, media, and client meetings, while serving as the key contact for related work * Partners with other areas within Parametric to continually explore new approaches to increase efficiency and enhance practices while ensuring that high quality and comprehensive client experience is provided. This includes initiating enhancements to internal systems, participating in projects, and proactively pitching ideas/solutions * Serves as a technical resource to the team, utilizing available resources and a demonstrated ability to handle both standard and non-standard situations through the application of systems, product knowledge and professional relationships * Maintain all related client documentation and applicable workflows * Participates in other duties as needed JOB REQUIREMENTS * 5+ years relevant experience including successful experience in a similar role * Bachelor's degree or equivalent work experience * Knowledge of investment industry and familiarity with business development and client relationship best practices * Demonstrated ability to manage, prioritize, and coordinate simultaneous projects and tasks with a high attention to detail * Proficient in Microsoft Office applications. Experience with Salesforce and Workfront are a plus * Excellent organizational skills plus strong written and verbal communication skills * Must take initiative and have a demonstrated ability to work in a collaborative team environment * Resourceful, with a can-do attitude toward projects and willingness to apply creative problem solving * Demonstrated ability and willingness to learn and use new technology Parametric believes each member of our organization makes a significant contribution to our success. That contribution should not be limited by the assigned responsibilities. Therefore, this job description is designed to outline primary duties and qualifications. It is our expectation that every member of our team will offer his/her/their services wherever and whenever necessary to ensure the success of our client services. Salary range for the position: $70,000 - 150,000/Yr. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit's incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and 20 Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings. 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).
    $70k-150k yearly 32d ago
  • Change Management Officer

    Morgan Stanley 4.6company rating

    Baltimore, MD Job

    What We're Looking for in You: · Have 8+ years of experience with Bank Secrecy Act (BSA)/AML regulations within the financial services industry, at a financial services regulator (e.g., Federal Reserve, Office of the Comptroller of the Currency, Securities and Exchange Commission, Financial Industry Regulatory Authority, etc.), or at a consulting firm (PwC, Ernst & Yong, etc.) · Have a 4 year college degree with outstanding academic credentials · Maintain awareness of current legislative and regulatory requirements · Have experience in performing or improving Know Your Customer Enhanced Due Diligence processes · Have an understanding of project management life cycle and Agile methodology · Have a proven ability to lead and multitask including oversight of several special projects and change initiatives related to GFC process enhancements · Have proven experience developing partnerships with and successfully coordinating across various Legal, Risk, Technology and Operations partners and stakeholders · Have excellent time management skills and ability to execute tasks within tight deadlines · Have highly effective communication skills, including excellent writing and presentation skills · Have excellent interpersonal skills necessary to work effectively with colleagues both in-person and via conference calls · Have the ability to facilitate meetings among stakeholders with diverse points of view both in-person and via conference calls · Ability to research and resolve issues independently while working across teams to acquire information · Ability to attend after hours conference calls and meetings · Be certified as an Anti-Money Laundering Specialist by ACAMS or equivalent AML certification/license - or certification within 15 months of hire Skills Desired: · Advanced knowledge and experience using Microsoft Excel, Microsoft PowerPoint and Jira · Experience working in an Agile environment Where You'll be Working This role will require in office attendance 3 days/week. Two of those days will be Anchor Days where you will be in the office with your teammates to learn, grow, and collaborate in person. The Baltimore office is the Firm's largest U.S. office outside of New York, with approximately 2,000 employees representing most of the Firm's Divisions. Equal Opportunities Statement Morgan Stanley is an equal opportunities employer. We work to provide a supportive and inclusive environment where all individuals can maximize their full potential. Our skilled and creative workforce is comprised of individuals drawn from a broad cross section of the global communities in which we operate and who reflect a variety of backgrounds, talents, perspectives, and experiences. Our strong commitment to a culture of inclusion is evident through our constant focus on recruiting, developing, and advancing individuals based on their skills and talents. Maryland: Salary range for the position\: $105,000 - $170,000 Yr. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit's incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and 20 Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings. Company Profile Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments and individuals from more than 1,200 offices in 43 countries. As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture. About Global Financial Crimes Global Financial Crimes (GFC) coordinates day-to-day implementation of the Firm's enterprise-wide financial crime prevention efforts. GFC includes several legal and compliance disciplines and has responsibility for governance, oversight and execution of the Firm's Anti-Money Laundering (AML), Economic Sanctions, Anti-Corruption and Government and Political Activities Compliance programs. GFC also develops and/or assists in the development of appropriate policies and procedures, including those designed to assist the business units to know their clients and conduct appropriate due diligence and to prevent, detect and report potentially suspicious activity. Background on the Team The GFC Change Management group is a part of the GFC Financial Crimes Risk group and is responsible for: · Driving new initiatives to control and mitigate financial crimes exposure, reduce regulatory risks, and support the Firm's business strategy · Enhancing target operating model for control processes · Developing, prioritizing, and implementing strategic enhancements to GFC technology · Driving business integrations for GFC, identifying cross-functional impacts, dependencies and tracking integrations to completion Primary Responsibilities: The individual will be required to: ·
    $105k-170k yearly 60d ago
  • Capital Markets Core Processing & Risk Associate

    Morgan Stanley 4.6company rating

    Baltimore, MD Job

    We're seeking someone to join our team as a Capital Markets Core Processing Associate within Wealth Management Operations. In this role, the associate will collaborate with all processing teams within CMCP as well as interact with Technology, Operations Risk, and Finance to ensure resolution of open exceptions, accurate reporting of aged breaks, and control of intraday processing to ensure that risk is managed appropriately. Additionally, the associate will contribute towards tactical and strategic departmental projects and change initiatives. In the Operations division, we partner with business units across the Firm to support financial transactions, devise and implement effective controls and develop client relationships. This is an Associate level position within Core Services, which is responsible for performing and managing product-agnostic and centralized operational services across several businesses and products. Morgan Stanley is an industry leader in financial services, known for mobilizing capital to help governments, corporations, institutions, and individuals around the world achieve their financial goals. At Morgan Stanley Baltimore, we support the Firm's global Technology, Operations, Risk Management, Legal and Compliance, Internal Audit and Finance divisions. Morgan Stanley has been rooted in the Baltimore community since 2003. Our talented and diverse team is one of the largest in the U.S. outside of our New York headquarters and home to industry leading cybersecurity innovation with multiple patents and awards. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. There's ample opportunity to move across the businesses for those who show passion and grit in their work. 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: * Execute processes/functions and/or support process management and project efforts, leveraging knowledge of the systems, markets and instruments that influence the team * Balance cash, currency and security activity at domestic and international clearing utilities and agent banks * Manage daily reconciliations touching various aspects of Brokerage Transaction Lifecycles * Support various reporting processes including Daily 15c3-3, Weekly Risk Reviews, and Monthly FOCUS * Recognize risk in day-to-day processes to draw out the key issues and contribute to process improvements * Build relationships within team and internal stakeholders, sharing knowledge to contribute to team output and efficiency What you'll bring to the role: * Firm understanding of Trade and Transfer Lifecycles including Trade Processing, Clearance, Settlement, ACATs, Asset Servicing, and Reconciliation * Experience contributing towards or leading projects * Experience with Automation (Particularly with tools such as Alteryx, PowerBI, UI Path, Tableau) * Culture carrier across Operations, embracing the Firm's core values * Ability to establish clear goals and priorities and address non-standard issues within area of expertise with minimal guidance and supervision We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 85 years. At our foundation are five core values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - that guide our more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find trusted colleagues, committed mentors and a culture that values diverse perspectives, individual intellect and cross-collaboration. Our Firm is differentiated by the caliber of our diverse team, while our company culture and commitment to inclusion define our legacy and shape our future, helping to strengthen our business and bring value to clients around the world. Learn more about how we put this commitment to action: morganstanley.com/diversity 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. 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). Salary range for the position: $50K-$80K/Yr. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit's incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and 20 Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings.
    $50k-80k yearly 60d+ ago
  • IT Service Desk Manager

    Robert W. Baird & Co.Orporated 4.7company rating

    Remote or Milwaukee, WI Job

    Do you want to work at a Fortune's Great Place to Work company and lead a team of amazing IT professionals? Our IT Client Services team is looking for an engaged and strategic leader that has a passion for helping people and the intellectual curiosity to continuously improve the user experience. As the IT Service Desk Manager, your team of support experts - which consists of the Associate Service Desk - play a critical role as the face of IT and the voice of the Baird associates (employees) and clients. They are responsible for providing superior technology support ensuring our colleagues have the best personal technology experience; enabling them to be efficient, effective and productive. The Service Desk team is not your normal “help desk”. Beyond taking calls, emails and chat sessions with associates and clients, they also provide deskside field support, coordinate technology and travel to support business conferences, lead onsite branch moves and openings, participate in large technology projects representing the post-go-live support needs, and so much more! As Baird's CIO, Tim Byrne, stated recently in an IT Town Hall, “IT Client Services is absolutely critical to our overall IT success and to Baird maximizing the value from our significant investment in technology. This role involves a hybrid working arrangement, with a mix of in-office (at least 3 days per week) at our headquarters in Milwaukee, WI and remote work. This is important to foster relationships and build consensus across leaders and teams. As the IT Service Desk Manager, you will have the opportunity to: Work with great people: Attract, retain, mentor, inspire, grow and empower team members to achieve success and accomplish objectives Create and foster a knowledge sharing culture and environment of open communication, collaboration, accountability and problem solving Work with the team to execute day to day operational activities including time management, coverage, and support Execute and support various cross-functional projects/initiatives including large scale technology projects, allocating resources and prioritizing work Develop and execute on daily operations and long-term strategies: Manage resources required to execute day to day operational activities of the team including time management, after-hours on-call support rotation, and trading floor support Generate and analyze metrics to proactively identify and resolve issues within the environment before an incident occurs, and to provide proactive trending analysis for business IT Relationship Mangers Serve as escalation point for the team on incident/service requests both during and after hours Uphold standard operating procedures that will ensure the work of the team is documented, executed consistently, is measurable, and stays relevant as the IT organization evolves Helps to build and maintain global knowledge management process required to provide effective/consistent support and issue remediation Focus on continuous improvement: Gather feedback and data to monitor trends and make solid recommendations Seek opportunities to enhance and evolve existing cross-team operational workflows through the effective use of people/process/technology Develop a deep understanding of the processes and technologies that the team utilizes to execute their roles and reevaluates as needed to evolve or change where appropriate. What makes this opportunity great? Information technology is a core part of Baird's business strategy and plays a critical role in the growth and transformation of the firm Fortune 100 and Computer World Best Company to Work For with collaborative culture that values diverse backgrounds and perspectives while emphasizing teamwork and a strong sense of partnership Team of associates passionate about achieving great results for clients and give back to the communities where we live and work Ability to use a breadth of technology to positively impact the technology experience for all Baird associates Ability to fully use your breadth and depth of experience; no pigeonhole here! And there is a lot of great work happening; it is always busy! What we look for: That diploma comes in handy! Bachelor's degree in business or technology related field preferred You have lived a day in the life of the technical team; well, we actually prefer a few years Great leaders develop over time…we are looking for a minimum of five years experience Stuff breaks! You need to work well under pressure, and operate with a sense of urgency We have a lot going on, you will never be bored but you must be very organized Communication is critical as we support humans, not machines If it were easy - we wouldn't need a team of experts - you must love complex problems, figuring things out, being intellectually curious IT is a team sport and we need a great team player! We don't micromanage here so you must be able to hold your own; be autonomous. That means being extremely motivated, as well as having strong initiative and the ability to navigate conflict and solve complex problems while seeing tasks and projects thru to completion. And we are constantly growing so being well versed in navigating organizational change and building the structure required to bring clarity to ownership of responsibilities is required. #DI #LI-YA1 #LI-Hybrid Baird is committed to diversity and provides employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, pregnancy, citizenship, national origin, age, disability, military service, veteran status, sexual orientation, gender identity or expression, genetic information, or any other status protected by law.
    $105k-142k yearly est. 2d ago
  • Global Financial Crimes COO

    Morgan Stanley & Co 4.6company rating

    Baltimore, MD Job

    Location, State, City, or Zip Code Relevant skills and experience will be listed so you know why those jobs are a match **Job Description** **Employment Type** Full Time **Job Level** Executive Director **Posted Date** Oct 07, 2024 Candidates must have: * Minimum of 10 years of relevant experience, preferably at a large/complex financial institution * Excellent leadership skills to serve as a model of collaboration, sound risk judgment, precision and innovation within the group and Firm * Highly motivated self-starter able to work independently while collaborating and coordinating as part of a global program * Strong analytical skills with an ability to understand complex workflows, and excellent attention to details * Innovative mindset, challenging the status quo and identifying better ways to identify and manage risk via policy, process, people, technology, vendor, or other improvements * Strong ability to convene stakeholders to continuously execute GFC's forward strategy * Influencing and strong written and verbal communication skills to drive alignment on goals and priorities with internal and external stakeholders * Ability to manage timelines/deadlines, multiple projects and prioritize tasks in a rapidly changing environment * Ability to craft and generate effective, accurate and influential presentations, metrics, and reporting * Good interpersonal and teamwork skills to collaborate as a global team and build strong relationship with key stakeholders across divisions * Experience working with Technology including defining and clarifying business requirements This role will require in office attendance 4 days/week. Two of those days will be Anchor Days where you will be in the office with your teammates to learn, grow, and collaborate in person. *Expected base pay rates for the role in New York will be between $165,000 and $275,000 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). Candidates must have: * Minimum of 10 years of relevant experience, preferably at a large/complex financial institution * Excellent leadership skills to serve as a model of collaboration, sound risk judgment, precision and innovation within the group and Firm * Highly motivated self-starter able to work independently while collaborating and coordinating as part of a global program * Strong analytical skills with an ability to understand complex workflows, and excellent attention to details * Innovative mindset, challenging the status quo and identifying better ways to identify and manage risk via policy, process, people, technology, vendor, or other improvements * Strong ability to convene stakeholders to continuously execute GFC's forward strategy * Influencing and strong written and verbal communication skills to drive alignment on goals and priorities with internal and external stakeholders * Ability to manage timelines/deadlines, multiple projects and prioritize tasks in a rapidly changing environment * Ability to craft and generate effective, accurate and influential presentations, metrics, and reporting * Good interpersonal and teamwork skills to collaborate as a global team and build strong relationship with key stakeholders across divisions * Experience working with Technology including defining and clarifying business requirements This role will require in office attendance 4 days/week. Two of those days will be Anchor Days where you will be in the office with your teammates to learn, grow, and collaborate in person. *Expected base pay rates for the role in New York will be between $165,000 and $275,000 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). **Get Matched** Upload your resume and see jobs that match your skills and experience **Popular Skills of Previous Hires** Anti Money Laundering Auditing Banking **Years of Experience of previous hires** Legal and Compliance Global Financial Crimes: Investigations Screening Professional Baltimore, Maryland, United States of America Legal and Compliance Hybrid Global Financial Crimes: Compliance Testing Vice President Alpharetta, Georgia, United States of America Legal and Compliance Global Financial Crimes: US AML Alert Monitoring & Screening Professional Baltimore, Maryland, United States of America Legal and Compliance Global Financial Crimes: Screening Project Manager (Vice President) Baltimore, Maryland, United States of America Legal and Compliance Global Financial Crimes: Risk Ranking Professional Baltimore, Maryland, United States of America Legal and Compliance
    26d ago
  • Internal Audit Associate - Human Capital and Corporate Services

    Morgan Stanley 4.6company rating

    Baltimore, MD Job

    We're seeking someone to join our team as an Associate to provide audit coverage for the Human Capital and Corporate Services. The Internal Audit Division (IAD) drives attention and resources to vulnerabilities by providing an independent and well-informed view and impactful messages about the most important risks facing our Firm. This is accomplished by performing a range of assurance activities to independently assess the quality and effectiveness of Morgan Stanley's system of internal control, including risk management and governance systems and processes. IAD serves as an objective and independent function within the Firm's risk management framework to foster continual improvement of risk management processes. This is an Associate level position within Business Audit, which is responsible for inspecting controls in front, middle and back offices. Morgan Stanley is an industry leader in financial services, known for mobilizing capital to help governments, corporations, institutions and individuals around the world achieve their financial goals. * * *Location*: Baltimore, MD (Hybrid 3x per week in office) *What you'll do in the role*: · Execute a wide range of assurance activities (e.g., audits, continuous monitoring, closure verification) with guidance · Understand and adopt new audit tools and techniques · Develop clear and concise messages regarding risk and business impact within relevant coverage area · Identify and leverage data to incorporate into analysis of coverage area · Collaborate with a wide range of internal stakeholders to build effective working relationships and to execute on team deliverables · Effectively manage multiple deliverables while delivering high-quality work *What you'll bring to the role*: · Understanding of audit principles, tools and processes (e.g., risk assessments, planning, testing, reporting and continuous monitoring) · Ability to communicate clearly and concisely and adapt messages to audience · Ability to identify patterns and anomalies in data with guidance · A commitment to practicing inclusive behaviors · Willingness to solicit and provide feedback to further develop self and peers · At least 2 years' relevant experience would generally be expected to find the skills required for this role *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 85 years. At our foundation are five core values: putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back that guide our more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you will find trusted colleagues, committed mentors and a culture that values diverse perspectives, individual intellect and cross-collaboration. We Firm is differentiated by the caliber of our diverse team. While our company culture and commitment to inclusion define our legacy and shape our future, helping to strengthen our business and bring value to clients around the world. Learn more about how we put this commitment to action: morganstanley.com/diversity. 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. Maryland: Salary range for the position: $80,000 - $115,000 Yr. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit's incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and 20 Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings. 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). **Job:** **Audit* **Title:** *Internal Audit Associate - Human Capital and Corporate Services* **Location:** *Maryland-Baltimore* **Requisition ID:** *3263252*
    $80k-115k yearly 32d ago
  • Director, Federal Government Affairs

    Citigroup Inc. 4.6company rating

    Washington, DC Job

    The Government Affairs Director reports to the Head of U.S. Government Affairs in Washington, D.C. and is located in Washington, D.C. The candidate will be responsible for representing Citi before the Congress and other federal government offices and will be primarily responsible for managing Senate Republican relationships. The position involves: identifying priority issues; creating an advocacy strategy around identified issues, implementing the strategy including engaging with external stakeholders such as trade associations and outside consultants. The preferred candidate will have experience working on financial services and/or foreign policy issues and with Republican offices with a focus on the Senate Banking Committee and Senate Republican Leadership. The candidate will be required to register as a lobbyist. Key Responsibilities: * Build and maintain relationships with key Congressional offices and policymakers * Advocate on financial services and other policy issues important to Citi * Schedule meetings and prepare talking points and briefing materials for the CEO and senior business leaders * Identify and communicate federal policy changes and their implications to senior management, business heads and global functions (including public affairs, legal, and compliance) * Build internal consensus on policy changes that affect the bank * Build internal support for the Citi Political Action Committee (PAC) * Coordinate with State & Local and International government relations teams on policy issues and advocacy, as appropriate * Be a value-added resource to senior management and business leaders to provide political insight and guidance on political developments * Participate in key trade associations' working groups Qualifications: * Bachelor's degree required * Minimum 15 years of experience in government relations either from government or with a major corporation, trade association, or other organization * Previous financial services policy experience * Excellent written and verbal communication skills Competencies: * Collaboration and Influencing: The successful candidate needs to be a team player to demonstrate team collaboration and coordination within Citi and the ability to build relationships with key internal stakeholders. Candidate needs to be able to interact and communicate effectively and comfortably with Citi senior executives, senior business leaders, clients and high-level government officials. A self-starter who can think strategically to help address problems and advance business objectives, and who understands the relevance of government action on business decisions. * Business Acumen and Results Orientation: The candidate needs to be self-motivated with the ability to manage a set of deadlines and deliverables with limited supervision. He/she should be able to demonstrate proven capacity to design and implement a government relations campaign, preferably involving financial institutions. Should have ability to multi-task and to work in a constantly changing corporate environment. This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required. * ----------------------------------------------------- Job Family Group: Communications and External Relations * ----------------------------------------------------- Job Family: Government Affairs * ----------------------------------------------------- Time Type: Full time * ----------------------------------------------------- Primary Location: Washington District Of Columbia United States * ----------------------------------------------------- Primary Location Full Time Salary Range: $170,000.00 - $300,000.00 In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire. * ----------------------------------------------------- Anticipated Posting Close Date: Dec 27, 2024 * ----------------------------------------------------- Citi is an equal opportunity and affirmative action employer. Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. Citigroup Inc. and its subsidiaries ("Citi") invite all qualified interested applicants to apply for career opportunities. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi. View the "EEO is the Law" poster. View the EEO is the Law Supplement. View the EEO Policy Statement. View the Pay Transparency Posting
    $101k-134k yearly est. 9d ago
  • Ethical Hacker

    Citi.com 4.6company rating

    Virginia Job

    **For additional information, please review .** Citi, the leading global bank, has approximately 200 million customer accounts and does business in more than 160 countries and jurisdictions. Citi provides consumers, corporations, governments, and institutions with a broad range of financial products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management. As a bank with a brain and a soul, Citi creates economic value that is systemically responsible and in our clients' best interests. As a financial institution that touches every region of the world and every sector that shapes your daily life, our Enterprise Operations & Technology teams are charged with a mission that rivals any large tech company. Our technology solutions are the foundations of everything we do from keeping the bank safe, managing global resources, and providing the technical tools our workers need to be successful to designing our digital architecture and ensuring our platforms provide a first-class customer experience. We reimagine client and partner experiences to deliver excellence through secure, reliable, and efficient services. Our commitment to diversity includes a workforce that represents the clients we serve from all walks of life, backgrounds, and origins. We foster an environment where the best people want to work. We value and demand respect for others, promote individuals based on merit, and ensure opportunities for personal development are widely available to all. Ideal candidates are innovators with well-rounded backgrounds who bring their authentic selves to work and complement our culture of delivering results with pride. If you are a problem solver who seeks passion in your work, come join us. We'll enable growth and progress together. Citi's Vulnerability Assessments and Cloud SecOps (VA) is responsible for providing Vulnerability Assessment services to all Citi businesses and technology teams globally. **What you will do:** * Identify opportunities to automate and standardize information security controls and for the supported groups * Resolve any vulnerabilities or issues detected in an application or infrastructure * Analyze source code to mitigate identified weaknesses and vulnerabilities within the system * Review and validate automated testing results and prioritize actions that resolve issues based on overall risk * Scan and analyze applications with automated tools, and perform manual testing if necessary * Reduce risk by analyzing the root cause of issues, their impact, and required corrective actions * Direct the development and delivery of secure solutions by coordinating with business and technical contacts **What we will need from you:** * Have at least 6-10 years working experience in a relevant role. Confident in penetration testing / ethical hacking. * Be able to articulate security issues to technical and non-technical audience. * Knowledge of tools and processes used to expose common vulnerabilities and implement countermeasures. * Experience using open source and vendor vulnerability assessment tools. * Have experience in Identifying, researching, validating, and exploiting various different known and unknown security vulnerabilities on server and client side. * Consistently demonstrates clear and concise written and verbal communication. * Proven influencing and relationship management skills. * Proven analytical skills. * Bachelor's degree/University degree or equivalent experience. * Fluent English knowledge. **What we can offer you:** By joining Citi Hungary, you will not only be part of a business casual workplace with a hybrid working model (up to 2 days working at home per week), but also receive a competitive compensation package and enjoy a whole host of additional benefits that support you (and your family) to be well, live well and save well: * Cafeteria Program * Home Office Allowance (for colleagues working in hybrid work models) * Paid Parental Leave Program (maternity and paternity leave) * Private Medical Care Program and onsite medical rooms at our offices * Pension Plan Contribution to voluntary pension fund * Group Life Insurance * Employee Assistance Program * Access to a wide variety of learning and development programs, online course libraries and upskilling platforms, such as Udemy and Degreed * Flexible work arrangements to support you in managing work - life balance * Career progression opportunities across geographies and business lines * Socially active employee communities with diverse networking opportunities Alongside these benefits Citi is committed to ensuring our workplace is where everyone feels comfortable coming to work as their whole self every day. We want the best talent around the world to be energized to join us, motivated to stay, and empowered to thrive. ------------------------------------------------------ **Job Family Group:** Technology------------------------------------------------------ **Job Family:** Information Security------------------------------------------------------ **Time Type:** Full time------------------------------------------------------ Citi is an equal opportunity and affirmative action employer. Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. Citigroup Inc. and its subsidiaries ("Citi”) invite all qualified interested applicants to apply for career opportunities. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review . View the "" poster. View the . View the . 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    $124k-179k yearly est. 26d ago
  • Head Universal Banker - Anacostia Washington DC (DeNovo)

    Citigroup Inc. 4.6company rating

    Washington, DC Job

    The Head Universal Banker is responsible for providing exceptional service delivery to our internal and external customers in coordination with the Branch team. The overall objective is to effectively execute all service transactions (e.g. deposits, payments, address changes, replacement card orders, disputes, etc.) and sales (including opening accounts, credit cards, etc.) referral routines to deepen client relationships. Responsibilities: * Exhibits strong sales and service skills, presenting products and services while proactively educating clients on utilizing available access channels (ex: ATM, Online, Mobile, etc.) * Act as a subject matter expert for the branch and remain flexible in position based on branch coverage needs. * Continuously learns new and existing products through sales aids (features, benefits, fees, etc.) demonstrating positive, can-do attitude and customer first culture. * Provide exceptional service delivery to our internal and external customers to resolve account service issues and respond to customer inquiries promptly and effectively. * Is knowledgeable about the client's accounts and business with the bank and uses sound judgment with customers and transactions * Energetically greet and interact with clients on the bank floor to proactively identify and address client sales and service needs; appropriately convert service requests into sales or referrals * Required to approach and engage clients in the branch lobby to demonstrate expertise in digital capabilities and to identify the financial needs of the clients. May require standing 60-70% of the work day * Ability to use the various marketing tools and digital technology available in the branch to present product offers and financial solutions to existing and potential clients (e.g. sales wall, tablet, smart phone, workbench, iPads, etc.) * Connect clients to the appropriate partners as necessary (e.g. leverage video conference for FA, mortgage specialist, etc.) * Take full ownership of clients' problems to resolve client complaints/issues promptly and effectively to ensure complete client satisfaction with resolution * Recognize transaction needs of clients, direct them to the alternative self-service channels and provide assistance with self-service as needed * Educate clients on self-service capabilities and encourage use of digital service channels (e.g. Online, Mobile, ATM, TCR, Teller Assist Unit, if applicable, etc.) * Exercises ownership and ensure all follow-up items are complete or handled off to the appropriate individual(s) and work harmoniously with multiple team members * Engage the Citi client by welcoming them with a warm friendly smile, pleasant demeanor, using the client name, whenever possible, and thanking them for doing business with Citi * Executes financial transactions in accordance with bank policies and procedures while maintaining an acceptable record in daily drawer balancing * Listens carefully to the client and willingly assists with any questions or problems the client has * Makes sure all needs are met before concluding the transaction, making the client feel his/her time is being valued without being rushed * Shows initiative, empathy and proactively prevents and handles problems with clients while assisting other tellers as well * Create a warm, welcoming and friendly environment for customers and employees by foster teamwork in the branch to ensure a positive overall customer experience. * Effectively executes all service transactions (e.g. deposits, payments, address changes, replacement card orders, disputes, etc.) and sales (including opening accounts, credit cards, etc.) referral routines to deepen client relationships * Adheres to and comply with Citibank policies, standards, operational controls, including legal, corporate, and regulatory procedures to ensure the safety and security of customer and bank assets * Duties may include managing the supply of cash for branch needs based on business demand, in addition to managing incoming/outgoing cash shipments/maintains vault cash, including buying and selling of cash with branch Tellers and ATMs, as needed (including competence in using teller NBS system & cash recycler to assist customers) * Good leadership skills and the ability to motivate others * Actively promoting and participating in branch incentive program(s) by promoting and participating in a sales and service programs consistent with Citi's business plan goals * Providing working leadership and guidance to peer Concierge or Tellers through assignment of work and technical guidance, when needed * Assisting and providing coverage for leadership team with leading by example * Provide feedback to management on ways to enhance sales processes and service delivery * Providing coaching and education to the other Concierge or Tellers regarding Digital capabilities, transaction processes and priorities, including a streamlined sales & service process, digital first approach, focus on client problem resolution and effective utilization digital technologies * Resolving complex client issues or needs; connect with relevant specialists or senior leaders as needed Qualifications: * 1-3 years relevant experience * Required Skills: * Experience with face-to-face customer service, digital engagement and basic sales/referrals * Open, client service orientation and desire to help customers is required * Sales experience desired * Excellent verbal and written communication skills * Analytical and problem solving skills * Basic computer and digital tools skills * Preferred Skills: Retail experience Education: * High School diploma or equivalent * ----------------------------------------------------- Job Family Group: Customer Service * ----------------------------------------------------- Job Family: Branch Service * ----------------------------------------------------- Time Type: Full time * ----------------------------------------------------- Primary Location: Washington District Of Columbia United States * ----------------------------------------------------- Primary Location Full Time Salary Range: $47,510.00 - $61,990.00 In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire. * ----------------------------------------------------- Anticipated Posting Close Date: Dec 16, 2024 * ----------------------------------------------------- Citi is an equal opportunity and affirmative action employer. Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. Citigroup Inc. and its subsidiaries ("Citi") invite all qualified interested applicants to apply for career opportunities. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi. View the "EEO is the Law" poster. View the EEO is the Law Supplement. View the EEO Policy Statement. View the Pay Transparency Posting
    $47.5k-62k yearly 9d ago
  • Internship - Investment Banking Analyst (Government & Defense, Summer 2025)

    Robert W. Baird & Co.Orporated 4.7company rating

    Tysons Corner, VA Job

    Are you looking to gain real world experience in a thriving, global financial services firm with an award-winning culture? Consider an internship and start building your career at Baird. Our Internship Program: Our competitive intern program is a robust experience that offers interns exposure to the business world and a meaningful work experience. Interns are treated as valuable team members while learning from experienced professionals in a collaborative and dynamic environment. The deadline to apply to this program is February 8, 2024. Our Team: Baird's Equity Capital Markets group includes more than 500 professionals in research, institutional sales and trading, and investment banking. Our Global Investment Banking group provides M&A, debt advisory, and equity and debt financing services to middle-market companies. There are approximately 400 banking professionals serving clients globally. Baird's 20+ person dedicated Government & Defense team is recognized as a leading M&A advisor to the sector. Since 2021 we have advised on over 40 transactions totaling nearly $24 billion in transaction value. Internship Location, Availability and Hours: Located in our Tysons Corner Virginia office, interns must be flexible to work full time during the summer, significant hours are required. As an Investment Banking Analyst Intern, you will: Support the investment banking team by providing analytical support on mergers and acquisitions, public offerings, and other financial advisory services for our clients Conduct research, assist with company valuations and financial models, assist in the preparation of client presentations, and gain exposure to live transaction activity Learn analytical skills through broad exposure to both junior and senior bankers, that will prepare you for a full-time career in Investment Banking What we look for: Current enrollment in a Bachelor's degree program required with a strong interest of finance; Graduation date of December 2025 or Spring 2026 is required A full-time minimum 3-month commitment during the summer is required Accounting, Business, Economics and Finance concentrations are preferred, but not mandatory Candidates must be eager and able to learn in a fast-paced, challenging environment Possess a strong work ethic and a record for excellence Have the ability to function equally well in both a team setting and on a self-directed basis Excellent mathematical, writing, verbal and computer skills Significant hours are required What makes this opportunity great: Fast paced environment that will enable you to grow as a professional Unique culture that values diverse backgrounds and perspectives while emphasizing teamwork and a strong sense of partnership Gain hands-on, real-world experience with a highly ranked organization Interact and work closely with various levels of professionals in both a social and office setting How to apply: Please note: applications are for an Investment Banking Analyst Internship role with a start date of Summer 2025. Only December 2025 or Spring 2026 graduates will be considered. Submit your resume on your Career Management System and apply on ********************* Additionally, as part of our application process and to be considered for our 2025 Summer Analyst Program, we ask that you complete the following survey. Please CLICK HERE to create an account and access the form. Your responses will be recorded as you select “Save” at the end of each section - there is no final “Submit” button. Thank you for your participation. Thank you for your interest. Baird is an Equal Opportunity Employer. #DI #LI-GIB2 Baird is committed to diversity and provides employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, pregnancy, citizenship, national origin, age, disability, military service, veteran status, sexual orientation, gender identity or expression, genetic information, or any other status protected by law.
    $70k-99k yearly est. 38d ago
  • Business Continuity & Disaster Recovery Senior Analyst- Parametric

    Morgan Stanley 4.6company rating

    Remote or Seattle, WA Job

    Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, wealth management and investment management services. With offices in more than 41 countries, the Firm's employees serve clients worldwide including corporations, governments, institutions and individuals. For further information about Morgan Stanley, please visit ********************** ABOUT PARAMETRIC Parametric is part of Morgan Stanley Investment Management, the asset management division of Morgan Stanley. We partner with advisors, institutions, and consultants to build portfolios focused on what's important to them and their clients. A leader in custom solutions for more than 30 years, we help investors access efficient market exposures, solve implementation challenges, and design multi-asset portfolios that respond to their evolving needs. We also offer systematic alpha and alternative strategies to complement clients' core holdings. This role is part of Parametric's hybrid working model, which includes working in the office 3 days a week and choosing to work remotely or in the office the remaining days of the week. ABOUT THE ROLE The Business Continuity and Resilience (BC&R) Senior Analyst is responsible to support and maintain the Firm's strong resilience and continuity of operations posture. The role provides oversight, is responsible to execute developed strategy of the program, and will work to ensure all annual enhancements and lifecycle assignments are sufficiently maintained across the organization. This role encompasses business continuity, disaster recovery, third-party resilience, and incident management at Parametric. The Senior Analyst works at the discretion of the BC&R Executive Director to implement tools and program components to enhance and maintain Firmwide resiliency. PRIMARY RESPONSIBILITIES * Facilitates the annual update and maintenance process of business continuity plans (BCP), disaster recovery plans (DRP), and incident management playbooks (IMP) * Contributes to annual Business Impact Analysis (BIA) review and enhancement lifecycle process * Provides metrics, risk matrices and incident summary reports to various business segments and to the Director * Identifies opportunities for strategic Firmwide improvements; thus, reducing likelihood of business disruption * Well-versed and comfortable in co-leading incident management process - primary notetaker to Director * Knowledgeable in Fusion Risk Management - leads and executes all annual enhancement processes in updating the tool; develop all relevant reports to track health and hygiene of the program * Manages and supports the coordination, execution process, and ensures robust BCP, DRP, IMP, and third-party vendor risk management exercises are well-executed and tested throughout the lifecycle process * Supports the development and maintenance of the third-party vendor management program and policy * Familiar with and ensures governance and oversight of the enterprise-wide third-party management program are adhered to * Identifies opportunities for strategic improvements that reduce the likelihood of vendor service interruptions * Work closely with vendor stakeholders to ensure required artifacts for vendors, such as vendor onboarding process, ongoing monitoring artifacts, vendor business reviews, vendor scorecards, etc. JOB REQUIREMENTS * Bachelor's degree with preference in business continuity and resilience or emergency management * At least 7 years' experience in Business Continuity or IT Disaster Recovery * Previous work at a financial services organization or similar industry * Familiarity with business continuity, disaster recovery and technical data centers processes * Expert in Fusion Risk Management or other industry Planning systems and applications * Well organized with the ability to independently manage deliverables and meet deadlines Parametric believes each member of our organization makes a significant contribution to our success. That contribution should not be limited by the assigned responsibilities. Therefore, this job description is designed to outline primary duties and qualifications. It is our expectation that every member of our team will offer his/her/their services wherever and whenever necessary to ensure the success of our client services. Salary range for the position: $110,000 - $225,000/Yr. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit's incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and 20 Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings. 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).
    $62k-85k yearly est. 4d ago
  • Non-Trading Market Risk Reporting Lead Analyst

    Citi.com 4.6company rating

    Remote Job

    **For additional information, please review .** **Non-Trading Market Risk Reporting Lead Analyst** This Non-Trading Market Risk (NTMR) Reporting role is part of Citi's Treasury CAO community and is responsible for the analysis, reporting, and supporting of the management of Citi's NTMR exposures across legal entities, geographies, and business segments. The candidate will play a prominent role in the development of the risk reporting process and will be supporting critical organizational remediation programs whilst helping drive innovation and the migration to modern reporting and business intelligence platforms. **Responsibilities:** * Undertake and present detailed analysis to key stakeholders in Treasury, Risk, and Finance, of the drivers in the change of the NTMR exposures at a Country / Legal Entity level, though providing insight into areas such as balance sheet movement, changes in the portfolio structure, modelled behaviour, and market factors. * Design time-sensitive analytics, visualizations, complex and high visibility reports across Interest Rate Risk that provide critical data to Risk and Business management for portfolio monitoring and strategic decision-making. * Lead internal strategic initiatives and provide SME support on enterprise internal and regulatory initiatives. * Working alongside partners in Treasury, Risk, and Finance identify emerging NTMR requirements and incorporate these within the analysis. * Identify and drive opportunities to improve process efficiencies, technological automation and functionalities within data and reporting infrastructure. * Work with Technology groups in automation efforts, writing business requirements documentation for new/enhanced reports and user acceptance testing. * Deliver regular and time-sensitive ad-hoc information for regulatory requests and internal/external audit reviews. * Implementation and enhancement of key controls and maintenance of associated process documentation. **Ideal background:** * 7+ years of experience in finance and/or risk data analytics. * Strong knowledge of Interest risk / Market Risk / Liquidity concepts and basic accounting. * Excellent fixed income product knowledge including valuation methodologies and risk metrics. * Strong analytical and problem-solving skills, and attention to details. * Ability to quickly analyse granular details, summarize top-level trends, identify key drivers of trends and adeptly present findings. * Excellent written and verbal communication skills, and proven presentation skills. * Ability to relay information to senior management in a succinct, insightful way, and negotiate internally with a broad range of stakeholders. * Proficiency in Tableau, Power BI or other BI visualization tools. * Professional degree equivalent to CA / MBA Finance or Postgraduates. * Bachelor / master's degree in finance, engineering, computer science or other analytically intensive discipline will be an advantage. **Benefits:** * Competitive compensation package with a wide range of benefits: + Cafeteria Program + Home Office Allowance - for colleagues working in hybrid and remote work models + Paid Parental Leave Program - maternity leave and paternity leave + Private Medical Care Program and onsite medical rooms at our offices + Pension Plan Contribution to voluntary pension fund + Group Life Insurance + Employee Assistance Program * Access to a wide variety of learning and development programs, online course libraries and upskilling platforms, such as Udemy and Degreed * Flexible work arrangements to support colleagues' in managing work - life balance * Continuous career progression opportunities across geographies and business lines * Inclusive and friendly corporate culture * Socially active employee communities with diverse networking opportunities **Apply to join the world's most global bank and discover the true extent of your capabilities!** ------------------------------------------------------ **Job Family Group:** Finance------------------------------------------------------ **Job Family:** Financial Reporting------------------------------------------------------ **Time Type:** Full time------------------------------------------------------ Citi is an equal opportunity and affirmative action employer. Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. Citigroup Inc. and its subsidiaries ("Citi”) invite all qualified interested applicants to apply for career opportunities. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review . View the "" poster. View the . View the . View the
    $92k-128k yearly est. 26d ago
  • Director, Capital Markets Regulatory Policy Advisor (Hybrid)

    Citigroup Inc. 4.6company rating

    Washington, DC Job

    The Capital Markets Regulatory Policy Advisor will be a part of Citi's Regulatory Strategy & Policy (RSP) team and report to the Head of Capital Markets Policy. This role will support Citi's capital markets regulatory advocacy efforts by analyzing, developing, and promulgating strategic approaches in connection with proposed and adopted standards, regulations, and guidance from the SEC, CFTC, FINRA, and other international regulators and standard setting organizations. The Regulatory Strategy & Policy Team is responsible for developing and promulgating Citi's policy positions in connection with regulations, guidance, and standards set by global financial regulators and standard setting bodies. The team leads and coordinates Citi's policy advocacy efforts across regulatory bodies, international standard setters, and trade organizations, strategically connecting and integrating Citi's overall regulatory strategy and engagement as well as advising senior management on consequential financial regulatory matters. The team routinely engages with Citi's senior leaders and subject matter experts from across its businesses, functions, and geographies - including Risk, Finance, Legal, Compliance, Global Government Affairs and Citi's business units - to formulate and advocate for Citi's priorities with respect to current and forthcoming regulatory policy initiatives. Key Responsibilities: * Support Citi's Global Regulatory Strategy & Policy Team in connection with the strategy and advocacy efforts around the development of new and proposed U.S. capital markets regulations, guidance, and standards. * Monitor, analyze, and report on U.S. and international capital markets developments that will impact Citi and its businesses, as well as markets more broadly. * Partner with internal stakeholders - including business specialists, legal, and government affairs - to (1) develop, coordinate, and convey Citi policy positions, including in connection with industry comment letters and consultations and (2) build awareness of capital markets regulatory issues that could impact Citi businesses. * Prepare regulatory strategy and advocacy briefing materials for senior leaders, including summaries and talking points. * Prepare reports, internal communications, and presentations on regulatory advocacy issues and developments. * Develop and maintain strong relationships with internal and external stakeholders. Qualifications: * At least 10 years of experience in capital markets regulatory policy. The preferred candidate will have worked at a broker/dealer, swap dealer, capital markets regulator, law firm, consulting company, or trade association. * Specific subject matter expertise regarding the capital markets regulatory framework and a strong business understanding of the products and services Citi offers. * In-depth understanding of the current regulation and policy agendas of the SEC, CFTC, and FINRA, as well as international standard setters such as the International Organization of Securities Commissions. The preferred candidate will also have an understanding of the regulatory and policy development processes at those organizations. * Deep knowledge of the capital markets and the financial services industry. * Excellent written and oral communication skills, including the ability to understand and articulate complex issues in an understandable, but comprehensive manner. * Ability to translate very complex matters into clear and concise points. * Experience and comfort speaking externally with both regulators and industry trade groups. * Ability to develop strong relationships with internal stakeholders, including members of the executive management team, and be seen a strategic advisor. * Ability to lead groups of internal subject matter experts to develop and communicate coherent policy positions. * Ability to think critically and with strategic judgement. * Self-starter that demonstrates initiative, creativity, adaptability, and resourcefulness to manage time-sensitive projects and competing priorities. * Ability to work autonomously and collaboratively with others to meet deadlines and produce superior work products. Education: * Bachelor's/University degree, Master's degree preferred This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required. * ----------------------------------------------------- Job Family Group: Compliance and Control * ----------------------------------------------------- Job Family: Governance * ----------------------------------------------------- Time Type: Full time * ----------------------------------------------------- Primary Location: Washington District Of Columbia United States * ----------------------------------------------------- Primary Location Full Time Salary Range: $170,000.00 - $300,000.00 In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire. * ----------------------------------------------------- Anticipated Posting Close Date: Oct 29, 2024 * ----------------------------------------------------- Citi is an equal opportunity and affirmative action employer. Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. Citigroup Inc. and its subsidiaries ("Citi") invite all qualified interested applicants to apply for career opportunities. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi. View the "EEO is the Law" poster. View the EEO is the Law Supplement. View the EEO Policy Statement. View the Pay Transparency Posting
    $96k-133k yearly est. 9d ago
  • Internal Audit Associate - Human Capital and Corporate Services

    Morgan Stanley 4.6company rating

    Baltimore, MD Job

    We're seeking someone to join our team as an Associate to provide audit coverage for the Human Capital and Corporate Services. The Internal Audit Division (IAD) drives attention and resources to vulnerabilities by providing an independent and well-informed view and impactful messages about the most important risks facing our Firm. This is accomplished by performing a range of assurance activities to independently assess the quality and effectiveness of Morgan Stanley's system of internal control, including risk management and governance systems and processes. IAD serves as an objective and independent function within the Firm's risk management framework to foster continual improvement of risk management processes. This is an Associate level position within Business Audit, which is responsible for inspecting controls in front, middle and back offices. Morgan Stanley is an industry leader in financial services, known for mobilizing capital to help governments, corporations, institutions and individuals around the world achieve their financial goals. Location: Baltimore, MD (Hybrid 3x per week in office) What you'll do in the role: * Execute a wide range of assurance activities (e.g., audits, continuous monitoring, closure verification) with guidance * Understand and adopt new audit tools and techniques * Develop clear and concise messages regarding risk and business impact within relevant coverage area * Identify and leverage data to incorporate into analysis of coverage area * Collaborate with a wide range of internal stakeholders to build effective working relationships and to execute on team deliverables * Effectively manage multiple deliverables while delivering high-quality work What you'll bring to the role: * Understanding of audit principles, tools and processes (e.g., risk assessments, planning, testing, reporting and continuous monitoring) * Ability to communicate clearly and concisely and adapt messages to audience * Ability to identify patterns and anomalies in data with guidance * A commitment to practicing inclusive behaviors * Willingness to solicit and provide feedback to further develop self and peers * At least 2 years' relevant experience would generally be expected to find the skills required for this role 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 85 years. At our foundation are five core values: putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back that guide our more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you will find trusted colleagues, committed mentors and a culture that values diverse perspectives, individual intellect and cross-collaboration. We Firm is differentiated by the caliber of our diverse team. While our company culture and commitment to inclusion define our legacy and shape our future, helping to strengthen our business and bring value to clients around the world. Learn more about how we put this commitment to action: morganstanley.com/diversity. 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. Maryland: Salary range for the position: $80,000 - $115,000 Yr. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit's incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and 20 Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings. 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).
    $80k-115k yearly 32d ago
  • Part-time Universal Banker (20-hours) Anacostia Washington DC (DeNovo)

    Citigroup Inc. 4.6company rating

    Washington, DC Job

    The Universal Banker is an entry level position responsible for the assistance in the execution of sales, products or service activities in coordination with the customer service team. The overall objective of this role is to foster relations with customers to build loyalty and to help increase sales to individual consumer clients. Responsibilities: * Assist in basic account opening for existing customer * Provide service delivery to internal/external customers to resolve account service issues * Execute financial transactions in accordance with bank policies and procedures * Refer opportunities to segment partners where appropriate * Create sales opportunities out of service transaction and resolve customer complaints/issues promptly and effectively * Support sales/service activities within the branch by participating in seminars, micromarketing events, promotional campaigns, product initiatives, etc. * Adhere to operational controls, including legal, corporate, and regulatory procedures to ensure the safety and security of customer and bank assets * Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Qualifications: * 1-3 years of relevant experience * Previous Retail Banking or similar experience required * Consistently demonstrates clear and concise written and verbal communication skills Education: * High School diploma or equivalent This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required. * ----------------------------------------------------- Job Family Group: Consumer Sales * ----------------------------------------------------- Job Family: Branch Sales * ----------------------------------------------------- Time Type: Part time * ----------------------------------------------------- Primary Location: Washington District Of Columbia United States * ----------------------------------------------------- Primary Location Full Time Salary Range: $43,680.00 - $56,830.00 Salary shown is for full-time positions and will be prorated for part-time hires based on number of hours worked. The hourly rate corresponding to the annual range is: $21.00 - $27.32 In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire. * ----------------------------------------------------- Anticipated Posting Close Date: Dec 16, 2024 * ----------------------------------------------------- Citi is an equal opportunity and affirmative action employer. Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. Citigroup Inc. and its subsidiaries ("Citi") invite all qualified interested applicants to apply for career opportunities. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi. View the "EEO is the Law" poster. View the EEO is the Law Supplement. View the EEO Policy Statement. View the Pay Transparency Posting
    $43.7k-56.8k yearly 9d ago
  • Investment Banking Associate | Industrials

    Houlihan Lokey 4.9company rating

    Houlihan Lokey Job In Washington, DC

    Business Unit: Corporate Finance Industry: ADG - Aerospace, Defense & Gov Houlihan Lokey (NYSE:HLI) is a global investment bank with expertise in mergers and acquisitions, capital markets, financial restructuring, and financial and valuation advisory. The firm serves corporations, institutions, and governments worldwide with offices in the United States, Europe, the Middle East, and the Asia-Pacific region. Independent advice and intellectual rigor are hallmarks of the firm's commitment to client success across its advisory services. Houlihan Lokey is the No. 1 investment bank for global M&A transactions under $1 billion, the No. 1 M&A advisor for the past eight consecutive years in the U.S., the No. 1 global restructuring advisor for the past nine consecutive years, and the No. 1 global M&A fairness opinion advisor over the past 25 years, all based on number of transactions and according to data provided by Refinitiv. Corporate Finance Houlihan Lokey has extensive expertise in mergers, acquisitions, divestitures, activist shareholder and takeover defense, and other related advisory services for a broad range of U.S. and international clients. Our experience in M&A has earned us consistent recognition throughout the industry. In 2023, we were ranked the No. 1 M&A advisor for all U.S. transactions. Scope Houlihan Lokey's Aerospace, Defense, and Government (ADG) team is consistently ranked the No. 1 M&A advisor for companies in the middle-market. With over 30 investment bankers, split between LA and DC, our ADG team is among the largest focused groups on Wall Street. Our senior leadership team has a multi-decade track record of executing the highest quality and impact transactions in the sector and has tremendous continuity together. The team focused primarily on sell-side M&A for a variety of high-quality privately held, private equity held, and public companies. We are widely recognized as a trusted advisor in the sector and regularly involved in industry-defining transactions across the highest-impact sub-verticals in the market. Responsibilities Associates are an integral part of Houlihan Lokey's business activities and play a key role in the delivery of exceptional service to our clients around the globe. Houlihan Lokey hires Associates to work specifically as part of industry aligned teams, assisting with a variety of investment banking services and transactions. This position will be based in Houlihan Lokey's Washington, D.C. office, working with their established team of ADG Group bankers. Corporate Finance associates support all facets of new business development and investment banking engagements by: Building relationships and maintaining direct contact with current and prospective clients Participating in end-to-end transaction execution including: Preparing client marketing presentations Analyzing historical and projected financial information Developing complex financial and valuation models Coordinating transaction execution and performing business due diligence Participating in the development of recommendations to clients alongside senior bankers Managing and supervising junior banking team members Qualifications The environment at Houlihan Lokey is collegial entrepreneurial, and as such, rewards high-performing team members that are driven to succeed with substantial responsibility. The ideal candidate should be motivated, creative and outgoing, and possess: At least three years of professional working experience At least one year of investment banking or similar experience An undergraduate degree with academic distinction Advanced knowledge of accounting and finance Extensive financial modeling experience and strong analytical abilities Excellent verbal and written communication skills A very high degree of intellectual curiosity and the ability to think independently The ability to work cooperatively with all levels of staff The ability to manage multiple projects and hit deadlines in a highly organized manner An independent, solution-focused mindset Salary Range Houlihan Lokey is committed to providing its employees with an exciting career opportunity and competitive total compensation package, which may include other components such as discretionary incentive compensation. The firm's good faith and reasonable estimate of the possible salary range for this role at the time of posting is: $175,000.00-$225,000.00 Actual salary at the time of hire may vary and may be above or below the range based on various factors, including, but not limited to, the candidate's relevant qualifications, skills, and experience and the location where this position may be filled. 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, gender identity, sexual orientation, protected veteran status, or any other characteristic protected by law.
    $175k-225k yearly 60d+ ago

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Houlihan Lokey may also be known as or be related to HOULIHAN LOKEY INC., HOULIHAN LOKEY, INC., Houlihan Lokey, Houlihan Lokey Howard & Zukin, Inc., Houlihan Lokey Inc and Houlihan Lokey, Inc.