Vice President jobs at Houlihan Lokey

Business Unit: Financial And Valuation Advisory Industry: Fund Opinions Houlihan Lokey, Inc. (NYSE:HLI) is a global investment bank with expertise in mergers and acquisitions, capital solutions, 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 all global M&A transactions for the past two years, the No. 1 M&A advisor for the past 10 years in the U.S., the No. 1 global restructuring advisor for the past 11 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. Financial and Valuation Advisory Over the past 50 years, Houlihan Lokey has established one of the largest worldwide financial and valuation advisory practices. Our transaction expertise and leadership in the field of valuation inspire confidence in the financial executives, boards of directors, special committees, retained counsel, investors, and business owners we serve. In 2024, LSEG ranked us the No. 1 Global M&A fairness opinion advisor over the past 20 years. Our stability, integrity, technical leadership, and global capabilities make us a trusted advisor for clients worldwide, across a wide range of services, including the Transaction Opinions, Transaction Advisory Services, Corporate Valuation Advisory Services, Portfolio Valuation and Fund Advisory Services, Real Estate Valuation and Advisory Services, and Dispute Resolution Consulting practices. Job Purpose: Our dedicated Fund Opinions (FO) group works with financial sponsors across a range of transactions including Continuation Vehicles, cross-fund transactions and portfolio company mergers. The team reviews the client's transaction, analyses the applicable investment(s) and delivers fairness opinions and related valuation advisory services to assist its client's transaction approval process and investor communications. The group's clients include leading private equity, credit, venture capital, infrastructure and hedge funds. The open position is for a Vice President (NYC or Chicago) who will be dedicated to executing client engagements as well as growing Houlihan Lokey's Fund Opinions practice. As a Vice President, you will join a team that focuses on complex analytics, financial models and valuation across a wide range of industries and asset classes. The group frequently partners with other internal teams, including industry coverage groups and asset class specialists, to deliver fairness and valuation opinions as well as other advisory services to our clients. Our FO team, part of the firm's Financial Valuation Advisory (FVA) practice, is looking to add talented financial professionals at the Vice President level to focus on managing the execution of client engagements and building out the FO practice. While the primary execution and business development focus will be FO, all members of the FVA practice are expected to broadly facilitate our firm's growth by cross selling other FVA, Corporate Finance, and Restructuring service offerings provided by Houlihan Lokey. The FO-dedicated Vice President will be a fully integrated member of engagement teams. As a Vice President, primary activities will include project management and engagement execution: managing the day-to-day tasks of projects and serving as a principal contact with client personnel; leading diligence meetings; directing the efforts of Associates and Financial Analysts to perform financial analyses and prepare client deliverables; presenting deliverables both internally and externally to our clients. In addition, the Vice President position is expected to network with prospects to build revenue producing relationships and assist and drive other business development events and strategic initiatives. Responsibilities: * Lead business and financial due diligence * Conduct industry, competitor, and sub-sector research * Perform complex financial analyses including valuation utilizing methods including comparable company analysis, precedent transactions, and discounted cash flow analysis * Supervise and review deliverables on client engagements supporting advice and opinions * Project management - including day to day tasks and coordination with clients on project updates and deadlines * Prepare pitch materials and new proposals to clients * Creative content development, thought leadership and collaboration across service lines * Assist in business development initiatives * Build relationships and maintain direct contact with current and prospective clients Basic Requirements: * An undergraduate degree in finance, accounting, economics or a related field * 6-10 years of investment banking, valuation or related experience or MBA plus 3-6 years of relevant experience * Strong accounting, finance, financial modeling and analytical abilities Preferred Requirements: * Ability to lead projects and client meetings * Experience supervising associates and analysts on client engagements Compensation and Benefits 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: $145,000.00-$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, as well as the service line and location where this position may be filled. Houlihan Lokey provides a competitive benefits package. Our current benefits offerings can be found here: 2025 Benefits 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. #LI-114793

About the Role We are seeking passionate and skilled Java Developers to join our Investment Banking Technology team. The IB Tech & CRM/Analytics team is a highly strategic and cross-functional team responsible for leading the firm's global digitalization effort. This initiative, spanning all client-facing business units and corporate functions, will drive innovation and strategic change through technology, data science, and deep analytics. The team partners with key business leaders and industry experts to build transformational technology to drive revenue, maximize efficiency, and optimize the allocation of resources. The IB Tech & CRM/Analytics team is at the forefront of Jefferies' cloud initiative, leveraging best-in-class cloud-based technologies to replace legacy on-premises solutions to provide intelligent trend insights, actionable opportunities, decision support, and transparency into all client and business-related activities. Job Highlights: Exciting and unique opportunity to be a member of our corporate IB Tech & CRM/Analytics Team, tackling our toughest and most exciting data engineering challenges across multiple divisions in Jefferies. Modern, fully cloud-native, tech stack that leverages several AWS products to orchestrate an event driven data distribution platform. Collaborate with our team of passionate and innovative data specialists, application developers and product managers. Key Responsibilities Design and develop scalable, high-performance backend systems using Java and Spring Boot. Build and maintain real-time data pipelines using Apache Kafka. Collaborate with cross-functional teams including members of the IB business. Optimize system performance and ensure high availability in a low-latency trading environment. Participate in code reviews, testing, and deployment processes. Required Skills 5+ years of experience in software development. Strong proficiency in Java (8+) and Spring Boot. Hands-on experience with Kafka for real-time data streaming. Solid understanding of multithreading, data structures, and design patterns. Familiarity with RESTful APIs, microservices architecture, and CI/CD pipelines. Experience in financial services or trading systems is a plus. Cloud experience and CRM is a significant plus Primary Location Full Time Salary Range of $120,000 - $150,000. About Us Jefferies is a leading global, full-service investment banking and capital markets firm that provides advisory, sales and trading, research, and wealth and asset management services. With more than 40 offices around the world, we offer insights and expertise to investors, companies, and governments. At Jefferies, we are committed 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 committed to creating and sustaining a workforce that welcomes individuals from all backgrounds to apply. Our employment decisions are made without regard to race, creed, color, national origin, ancestry, religion, pregnancy, age, medical condition, physical or mental disability, marital status, domestic partner status, sex, sexual orientation, gender, gender identity or expression, veteran or military status, genetic information, reproductive health decisions, or any other factor protected by applicable 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 disabilities, as required by applicable law. The salary offered will take into consideration an individual's experience level and qualifications. In addition to salary, Jefferies Financial Group is proud to offer a comprehensive benefits package to eligible, full-time employees or part-time employees, who are scheduled to work at least 30 hours or more per week, including an annual discretionary incentive and retention bonus, 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 (e.g., vacation), unplanned time off (e.g., sick leave), and paid holidays, and for full time employees, paid parental leave.

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VP - Tax Counsel (Alternative Investments) Jefferies' Tax Department is expanding to support the Firm's continued growth and diversification. The Firm seeks a highly motivated individual who will work closely with the Managing Director overseeing tax for the Firm's alternative investment businesses. Responsibilities Include: • Assisting with day-to-day advisory coverage of the asset management business by maintaining (i) a high degree of expertise in US tax law, and (ii) a strong understanding of the business. • Evaluating transactions by (i) performing due diligence, including in respect to potential private equity and venture capital investments, as well as third party managers, (ii) identifying and assessing material tax risks and making recommendations accordingly, (iii) coordinating with external advisors as needed in respect to US and non-US tax matters, (iv) participating in the negotiation of side letters, (v) performing research and communicating clear and concise findings to the Managing Director, and (vi) staying up to date on tax law and industry developments. • Working on new funds and revenue share arrangements by (i) advising on entity specific and transactional structures, (ii) evaluating various tax elections, and (iii) commenting on legal documents (including partnership agreements, offering documents, investment management agreements, trading agreements, etc.). • Supporting the asset management tax compliance manager in order to ensure complete and timely investor reporting. This includes (i) helping to identify and track tax reporting from portfolio investments that they've covered from an advisory perspective, (ii) communicating with external tax return preparers, as needed, (iii) drafting investor tax communications, (iv) advising in respect to various tax technical matters in federal and state income tax returns and commenting on compliance related disclosures. • Drafting legal memoranda, including in respect to the technical analysis of tax positions for FIN 48 purposes and coordinating with internal and external tax and accounting teams. • Participating in special projects and performing other duties as assigned. Experience and Skills Required: • J.D. with 3+ years of relevant tax experience, LL.M. in Tax a plus. • Project management skills, the ability to plan, prioritize and manage multiple projects and meet deadlines. • Ability to identify and assess tax risks. • Excellent written and verbal communication skills. • Attention to detail and excellent organizational skills. • Proficiency with online tax research tools (e.g., RIA Checkpoint or BNA). • Good team player, able work collaboratively and build cross functional relationships. Primary Location Full Time Salary Range of $175,000 - $225,000 #LI-JW1

VP - Tax Counsel (Alternative Investments) Jefferies' Tax Department is expanding to support the Firm's continued growth and diversification. The Firm seeks a highly motivated individual who will work closely with the Managing Director overseeing tax for the Firm's alternative investment businesses. Responsibilities Include: * Assisting with day-to-day advisory coverage of the asset management business by maintaining (i) a high degree of expertise in US tax law, and (ii) a strong understanding of the business. * Evaluating transactions by (i) performing due diligence, including in respect to potential private equity and venture capital investments, as well as third party managers, (ii) identifying and assessing material tax risks and making recommendations accordingly, (iii) coordinating with external advisors as needed in respect to US and non-US tax matters, (iv) participating in the negotiation of side letters, (v) performing research and communicating clear and concise findings to the Managing Director, and (vi) staying up to date on tax law and industry developments. * Working on new funds and revenue share arrangements by (i) advising on entity specific and transactional structures, (ii) evaluating various tax elections, and (iii) commenting on legal documents (including partnership agreements, offering documents, investment management agreements, trading agreements, etc.). * Supporting the asset management tax compliance manager in order to ensure complete and timely investor reporting. This includes (i) helping to identify and track tax reporting from portfolio investments that they've covered from an advisory perspective, (ii) communicating with external tax return preparers, as needed, (iii) drafting investor tax communications, (iv) advising in respect to various tax technical matters in federal and state income tax returns and commenting on compliance related disclosures. * Drafting legal memoranda, including in respect to the technical analysis of tax positions for FIN 48 purposes and coordinating with internal and external tax and accounting teams. * Participating in special projects and performing other duties as assigned. Experience and Skills Required: * J.D. with 3+ years of relevant tax experience, LL.M. in Tax a plus. * Project management skills, the ability to plan, prioritize and manage multiple projects and meet deadlines. * Ability to identify and assess tax risks. * Excellent written and verbal communication skills. * Attention to detail and excellent organizational skills. * Proficiency with online tax research tools (e.g., RIA Checkpoint or BNA). * Good team player, able work collaboratively and build cross functional relationships. Primary Location Full Time Salary Range of $175,000 - $225,000 #LI-JW1

We are seeking a highly skilled quantitative professional at the VP/SVP level to join our Equity Derivatives Quant team. This individual will focus on model development and related quantitative aspects of the equity derivatives model library for all equity derivatives, with a higher level of focus on models/analytics solutions for Exotics/Structured Products and Corporate Derivatives. Key Responsibilities: Communicate and collaborate with trading desk and quant colleagues to design innovative and effective equity derivatives solutions. Develop, implement, and maintain pricing models especially for equity exotic derivatives, structured products, and corporate derivatives solutions. Deliver quantitative solutions to trading desk via development/improvement of the equity derivative quant frameworks like MC/PDE engines, (vega) hedging and PNL attribution and PNL explanatory analytics, volatility surfaces and fitting, etc. Partner with technology teams to integrate new models and analytics into production systems. When needed, provide quantitative support for pricing, scenario analysis, and risk assessment of bespoke transactions. Stay current on market trends in quantitative techniques, research on exotic/structured equity derivatives, volatility modeling and relevant regulatory developments. Qualifications: Education: Advanced degree (Master's or PhD) in Mathematics/Applied Maths, Physics, Engineering, Financial Engineering, or related quantitative discipline. Experience: Minimum 4 years in relevant roles (ideally a comparable Front Office role) within equity derivatives quant area. Background and product knowledge in exotic equity derivatives, structured products and corporate derivatives is a plus. Experience with working in and delivering solutions via a multi-developer derivatives model library. Technical Skills: Strong foundations in stochastic calculus, risk-neutral pricing and Greeks. Knowledge of numerical solvers like Monte Carlo simulation (ideally including American Monte-Carlo) and PDE methods, ability to work with optimizers. Knowledge of volatility models like local volatility, stochastic volatility, stochastic rates models as used in equity derivatives. Proficiency in a relevant programming language such as C# or C++ (Python is a plus). Understanding of PnL attribution methods and PNL explanatory methods, curve and volatility scenarios. Good understanding of volatility surface representations and fitting. Primary Location Full Time Salary Range of $175,00 - $300,000.

We are seeking a highly skilled quantitative professional at the VP/SVP level to join our Equity Derivatives Quant team. This individual will focus on model development and related quantitative aspects of the equity derivatives model library for all equity derivatives, with a higher level of focus on models/analytics solutions for Exotics/Structured Products and Corporate Derivatives. Key Responsibilities: * Communicate and collaborate with trading desk and quant colleagues to design innovative and effective equity derivatives solutions. * Develop, implement, and maintain pricing models especially for equity exotic derivatives, structured products, and corporate derivatives solutions. * Deliver quantitative solutions to trading desk via development/improvement of the equity derivative quant frameworks like MC/PDE engines, (vega) hedging and PNL attribution and PNL explanatory analytics, volatility surfaces and fitting, etc. * Partner with technology teams to integrate new models and analytics into production systems. * When needed, provide quantitative support for pricing, scenario analysis, and risk assessment of bespoke transactions. * Stay current on market trends in quantitative techniques, research on exotic/structured equity derivatives, volatility modeling and relevant regulatory developments. Qualifications: * Education: * Advanced degree (Master's or PhD) in Mathematics/Applied Maths, Physics, Engineering, Financial Engineering, or related quantitative discipline. * Experience: * Minimum 4 years in relevant roles (ideally a comparable Front Office role) within equity derivatives quant area. * Background and product knowledge in exotic equity derivatives, structured products and corporate derivatives is a plus. * Experience with working in and delivering solutions via a multi-developer derivatives model library. * Technical Skills: * Strong foundations in stochastic calculus, risk-neutral pricing and Greeks. * Knowledge of numerical solvers like Monte Carlo simulation (ideally including American Monte-Carlo) and PDE methods, ability to work with optimizers. * Knowledge of volatility models like local volatility, stochastic volatility, stochastic rates models as used in equity derivatives. * Proficiency in a relevant programming language such as C# or C++ (Python is a plus). * Understanding of PnL attribution methods and PNL explanatory methods, curve and volatility scenarios. * Good understanding of volatility surface representations and fitting. Primary Location Full Time Salary Range of $175,00 - $300,000.

The primary mandate of Model Validation Team is to manage risk that arises from models used in the firm throughout its range of businesses, including models used for derivatives valuation, market and credit risk management, liquidity, and capital computations. The team is responsible for independently reviewing models for validity, theoretical consistency and implementation accuracy, as well as assessing the risk associated with model choice. Role Jefferies is looking for a Vice President Quantitative Analyst to join our Model Validation function. Key Responsibilities Perform independent validation and approval of models, including raising and managing model validation findings Conduct annual review and revalidation of existing models Provide effective challenge to model assumptions, mathematical formulation, and implementation Assess and quantify the model risk arising from model limitations, to inform stakeholders of their risk profile and development of compensating controls Contribute to strategic, cross-functional initiatives within the model risk team Oversee ongoing model performance monitoring, including benchmarking, process verification and outcome analysis performed by model developers Communicate the results of model validation activities, model limitations and uncertainties to the key stakeholders and management Contribute to automation/AI efficiency initiatives Qualifications MSc or preferably PhD in a quantitative field (physics, mathematics, computer science, financial engineering, etc.) Understanding of all aspects of the VaR computation framework and Counterparty Credit Risk modelling Strong Python coding skills preferable Strong communication skills with the ability to find practical solutions to challenging problems Teamwork and collaboration skills a must Experience (at least 5 years) with risk model validation and/or development Primary Location Full Time Salary Range of $160,000 - $200,000. #LI-JR1

We are seeking an experienced and strategic SVP/Vice President of Accounting to help manage the firm's accounting team with a direct reporting line to the Global Controller. This role will oversee the monthly close process, financial reporting, audits, and ensure compliance with regulatory and internal standards. The ideal candidate will bring deep technical expertise, strong leadership capabilities, and a proactive approach to process improvement in a fast-paced, deal-driven environment. Major Duties & Responsibilities: Lead and manage the monthly, quarterly, and annual close processes across multiple entities and investment vehicles. Oversee the preparation and review of GAAP-compliant financial statements, including consolidation and intercompany eliminations. Coordinate and manage external audits, including preparation of audit schedules and resolution of audit findings. Maintain and enhance internal controls, accounting policies, and procedures to ensure compliance and operational efficiency. Partner with the deal teams, treasury, and legal to support transaction execution and post-close accounting. Collaborate with FP&A and senior leadership on financial analysis, reporting, and strategic initiatives. Drive finance transformation initiatives, including ERP upgrades and reporting automation. Support regulatory reporting and compliance. Lead and mentor a team of accounting professionals, fostering a team culture of excellence and accountability. Candidate requirements: Bachelor's degree in accounting or finance; CPA required. 8+ years of progressive accounting experience, ideally within financial services. Strong understanding of US GAAP, financial reporting, and audit processes. Experience with investment vehicles, structured credit entities preferred but not required. Proven leadership experience managing and complex close processes. Exceptional analytical, organizational, and communication skills. Primary Location: New York, NY Full Time Salary Range of $140,000-$200,000. #LI-MB1

The primary mandate of Model Validation Team is to manage risk that arises from models used in the firm throughout its range of businesses, including models used for derivatives valuation, market and credit risk management, liquidity, and capital computations. The team is responsible for independently reviewing models for validity, theoretical consistency and implementation accuracy, as well as assessing the risk associated with model choice. Role Jefferies is looking for a Vice President Quantitative Analyst to join our Model Validation function. Key Responsibilities * Perform independent validation and approval of models, including raising and managing model validation findings * Conduct annual review and revalidation of existing models * Provide effective challenge to model assumptions, mathematical formulation, and implementation * Assess and quantify the model risk arising from model limitations, to inform stakeholders of their risk profile and development of compensating controls * Contribute to strategic, cross-functional initiatives within the model risk team * Oversee ongoing model performance monitoring, including benchmarking, process verification and outcome analysis performed by model developers * Communicate the results of model validation activities, model limitations and uncertainties to the key stakeholders and management * Contribute to automation/AI efficiency initiatives Qualifications * MSc or preferably PhD in a quantitative field (physics, mathematics, computer science, financial engineering, etc.) * Understanding of all aspects of the VaR computation framework and Counterparty Credit Risk modelling * Strong Python coding skills preferable * Strong communication skills with the ability to find practical solutions to challenging problems * Teamwork and collaboration skills a must * Experience (at least 5 years) with risk model validation and/or development Primary Location Full Time Salary Range of $160,000 - $200,000. #LI-JR1

We are seeking a highly experienced and strategic Senior Vice President (SVP) to join our Equity Risk Analytics team as an Equity Derivatives Risk Quant. This senior leadership role is ideal for candidates with deep expertise across the equity derivatives spectrum-including vanilla options, exotics, structured products, and volatility modeling. The successful candidate will lead the development of advanced risk analytics methodologies and tools, partnering closely with trading desks, risk managers, and cross-functional teams to support the firm's dynamic and complex equity derivatives business. Key Responsibilities Lead the design and implementation of robust risk analytics solutions for equity derivatives, including: Volatility surface calibration Option pricing (vanilla and exotic) Value-at-Risk (VaR) and capital charge calculation Scenario analysis and stress testing Collaborate with Market Risk, Credit Risk, SIMM, and Quantitative Risk Development teams to ensure consistency and robustness of risk measures across the equity platform. Act as a senior subject matter expert on equity derivative products, advising senior stakeholders on risk exposures, model assumptions, and mitigation strategies. Architect and maintain scalable pricing, volatility calibration, and risk engines to support ad-hoc, real-time, and historical risk analysis. Drive innovation in risk methodology development, including proxy modeling, time series construction, and sensitivity analysis for complex equity structures. Required Qualifications Master's or PhD in Quantitative Finance, Mathematics, Physics, Computer Science, or a related field. Minimum of 7 years of experience in equity risk analytics, with a strong specialization in equity derivatives. Proven track record in developing and implementing risk models for both vanilla and exotic equity derivatives. Advanced Python programming skills, with experience building and maintaining scalable analytics infrastructure. Strong leadership, communication, and stakeholder management skills, with the ability to influence across teams and senior levels. Preferred Qualifications Familiarity with the EQF platform is desirable. Experience with capital charge calculation and prior engagement with regulatory bodies is a plus. Expertise in volatility surface modeling, exotic option calibration, and regulatory frameworks such as SIMM and FRTB. Primary Location Full Time Salary Range of $200,000 - $250,000.

The Business: Citi Wealth is one of Citi's five core businesses and a primary growth business, driving significant value for the firm. We empower the most ambitious individuals, families, and institutions by integrating our CIO led global intelligence and custom Wealth solutions with Citi's extensive capabilities across banking, markets, lending, and capital solutions. Our comprehensive reach spans the U.S. Retail Bank, Citigold/Citi Private Client, Wealth at Work, and the Private Bank, enabling us to advise affluent, high-net worth and ultra-high net-worth clients on creating and compounding Wealth across diverse markets, economic cycles, and generations. Responsibilities: The COO plays the important role of partnering with the Head of Wealth to run the day-to- day operation of the business. This role drives excellence across all our Wealth business platforms through effective Business Execution in support of our client-facing and product businesses, budget and expense management, Risk & Controls for Wealth, Transformation activities, and Regulatory remediation. In addition, the COO is focused on our Client Platform improvements and business digitization and ensuring we are at the front line of technology with regards to our Data, Analytics and AI Innovation. The COO aligns the work of various functional teams supporting our continued progress towards client excellence, operational excellence, and risk & controls. Works closely with the Head of Wealth and senior leadership team to execute our Wealth strategy. Establish and manage a robust governance framework for the execution and tracking of Strategic Initiatives. Leads Change Management initiatives across Wealth as designated by the Head of Wealth. Responsible for the strategic planning, execution, and seamless integration of US Retail Bank into the Wealth organization, a priority for 2026. In partnership with Business, Finance and HR, responsible for business planning, business reviews and business performance, budgeting, and expense management. Leadership of Wealth's workforce management council and associated deliverables to meet transformation and regulatory requirements. Coordinates with the business the Wealth Technology book of work and partners with Technology to drive implementation. Oversees Data Management for Wealth, in partnership with the Chief Data Office. Identifies client pain points and root causes to implement procedural and technology changes to improve the Citi's client experience. COO leads our business supervision and oversight function. In addition, the COO strengthens our 1st LOD focus on AML/financial crimes detection in support of our Wealth businesses. Partners with the Controls team to ensure compliance with external regulations, internal policies, and local country compliance (including KYC). Focus on high quality internal controls. Supports Wealth businesses for Audit and Regulatory inquiries or reviews. Responsible for the management of our Real Estate footprint. Ensures a realistic succession plan is in place for key roles in the COO organization. In partnership with HR, executes Citi's Talent agenda and oversees Talent development activities within the COO organization. Qualifications: Demonstrated experience in stakeholder management. Able to develop a level of credibility to influence leaders across the organization. Understanding corporate governance frameworks as well as regulatory requirements. Prior business management experience, ideally in Wealth. Disciplined execution supporting business growth and expense management goals. Operational excellence and process orientation. Change leadership to articulate Wealth COO Strategy, communicate it effectively, inspire teams and drive change. Demonstrated evidence of building an organization's capacity by embedding talent management into the business as a core strategy. An ability to create a culture of accountability while introducing innovative solutions, business opportunities or methods that can be measured by financial improvement that strengthen Citi for the long-term. Demonstrated people leadership skills Wealth COO ensures alignment with Citi COO organization by partnering with the business and function COO peers on Citi Initiatives. Licenses required - Series 7 and 24 ------------------------------------------------------ Job Family Group: Business Strategy, Management & Administration ------------------------------------------------------ Job Family: Business Execution & Administration ------------------------------------------------------ Time Type: Full time ------------------------------------------------------ Primary Location: New York New York United States ------------------------------------------------------ Primary Location Full Time Salary Range: $250,000.00 - $500,000.00 In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire. ------------------------------------------------------ Most Relevant Skills Please see the requirements listed above. ------------------------------------------------------ Other Relevant Skills For complementary skills, please see above and/or contact the recruiter. ------------------------------------------------------ Anticipated Posting Close Date: Jan 08, 2026 ------------------------------------------------------ Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi. View Citi's EEO Policy Statement and the Know Your Rights poster.

The Equities Data & Analytics Team is looking for an experienced Kdb+/Q developer in New York. Proven experience managing large financial databases and datasets consisting of real-time and historical data and excellent communication skills are required, as you'll be in a fast-paced environment working hands-on closely with other developers, QA and production support teams. The successful candidate will be expected to create innovative analytics solutions that advance the business; and will be improving the design, analytics, development, coding, testing and application programming that goes into creating high quality software and new products. Principal Responsibilities Mange and manipulate large historical data sets Implement reusable Gateway functionality Implement functionality based on defined API Use and implement library-grade software Automating quality checks across transactional, market and reference datasets Ensure clean and efficient coding practices and adherence to industry best practices Collaborate with traders, quants, and other developers to design and implement efficient and robust solutions Writing documentation Technical Qualifications 5+ years working with large financial data sets, such as market data, order/execution data, and/or positions data. 5+ years of Kdb+/Q, experience working in a Unix/Linux environment. Superb communication and interpersonal skills/ Confident in communicating with stakeholders Ability to learn new technologies and business knowledge Other language experience is a bonus i.e Python, Java, Unix/Linux Experience of agile methodologies will be an advantage Highly Valued Capital markets experience, e.g. Derivs, Stocks, index, ETFs trading. Proven delivery track record, Cloud experience (e.g. AWS) is preferred. Good team player with a strong desire to participate and help others Able to bring critical thinking and new ideas to the team Demonstrates thoroughness and strong ownership of work. Primary Location Full Time Salary Range of $150,000 - $200,000. #LI-JR1

**Overview of Citi:** Citi is a world-leading global bank. We have approximately 200 million customer accounts and a presence in more than 160 countries and jurisdictions worldwide. We provide 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. We enable clients to achieve their strategic financial objectives by providing them with cutting-edge ideas, best-in-class products and solutions, and unparalleled access to capital and liquidity. **Overview of the organization:** The Chief Technology Office (CTO) is responsible for defining and executing the core architecture and technology strategy across the enterprise by working in partnership with business units and functions. Ensuring strategic alignment and efficiency of solutions across a diverse portfolio of engineering and transformation efforts. The COO Enterprise Architecture capability sits within CTO organization and is responsible for driving modernization of enterprise applications and process simplification through best-in-class technology solutions. Including, development of shared services, comprehensive data architecture, automation, and adoption of Generative AI solutions. **Job Purpose** : The COO Enterprise Systems Architect will be a key leader in the technology organization, responsible for designing and developing the overall architecture vision and strategy for cross-business COO functions such as -payments control services, global reconciliations, reg. reporting, liquidity management, and strategic general ledger. We are seeking a visionary leader to standardize, simplify, and scale current fragmented application landscape to deliver business value and drive efficiencies. The role requires deep experience in designing, executing, and managing complex systems at scale, a passion for architectural simplification, and a demonstrable commitment for building sustainable, future-ready platforms. Driving enterprise adoption of GenAI solutions including large language models and agentic flows is a critical component. Successful candidate will partner with SMEs across business, Operations, Finance, and Technology functions and transformation leads to develop architecture blueprints, systems design, integration, and multi-year GenAI execution roadmap. The role reports directly into the Head of COO Enterprise Architecture. Key Responsibilities: + Define and maintain cohesive front-to-back system architecture across COO to reduce fragmentation, support shared services, automate controls, and reduce manual touch points + Engage with business and technology partners to define and execute GenAI adoption roadmap aligned with commercial, cost, and control priorities + Lead the design of scalable, resilient, and secure systems that reduce complexity and drive process efficiencies across business units + Develop systems architecture blueprints covering current and target state system flows, control definitions, STP vs. manual processing, and data contracts + Partner with business and technology stakeholders to define and enforce architecture principles, standards, and roadmaps + Drive simplification initiatives across application and infrastructure landscape, eliminating redundancies and technical debt + Decompose functionality across legacy, monolithic applications to be reengineered into shared services + Ensure architectural consistency across projects, platforms, and technologies by promoting reuse of shared components and standardized frameworks + Define and promote best practices for systems design, API strategies, data integration, and lifecycle management + Identify optimal technical and data solutions for adoption of GenAI solutions at scale + Evaluate low-code / no-code tools to support workflow automation, process mining, reporting and analytics + Lead architecture governance process including architecture review boards, technology assessments, and conformance to key design principles + Produce high-quality documentation and design artefacts + Efficiently build strong working relationship with Tech and business partners and become a thought leader in executing the target state architecture + Recruit and build a team of solution engineers and GenAI developers Experience and Qualifications: + 15+ years experience in financial services with 7+ years supporting cross product / functional transformation + 5+ years experience in leading large scale enterprise architecture initiatives within banking, financial services industry + Strong understanding of banking systems, financial services platforms, core banking, data platforms, market infrastructure providers, and regulatory frameworks + Understanding of language models, transformers, agentic frameworks + Rich understanding of vector stores and search algorithms + Experience with modern architecture frameworks including cloud-native designs, microservices, APIs, evet-based architecture, and DevOps practices + Demonstrable success in leading architecture simplification and modernization initiatives with proven business value generation + Experience with financial services standards such as ISDA FpML, FIX, ISO20022, internal product / process taxonomies is a plus + Experience with financial services regulations such as mandatory execution, BCBS-239, reg. reporting, etc. is a plus + Strategic thinker with creative problem-solving capabilities + Bachelor's degree in IT, Computer Science, or engineering. Masters degree preferred + Motivated self-starter with ability to pick up and learn new skills and knowledge quickly and navigate the organization + Ability to build and manage strong teams ------------------------------------------------------ **Job Family Group:** Technology ------------------------------------------------------ **Job Family:** Architecture ------------------------------------------------------ **Time Type:** Full time ------------------------------------------------------ **Primary Location:** New York New York 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. ------------------------------------------------------ **Most Relevant Skills** Please see the requirements listed above. ------------------------------------------------------ **Other Relevant Skills** For complementary skills, please see above and/or contact the recruiter. ------------------------------------------------------ **Anticipated Posting Close Date:** Dec 29, 2025 ------------------------------------------------------ _Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law._ _If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi (*************************************************************************** ._ _View Citi's EEO Policy Statement (*********************************************** and the Know Your Rights (*********************************************************************************************** poster._ Citi is an equal opportunity and affirmative action employer. Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.

Within the Chief Administrative (CAO) organization within the Chief Operating Office, the COO OM&AI organization will drive the improvement of Operations and Controls processes within the Citi COO organization. The primary objective is to deliver demonstrable improvements in client and employee experience, controls, and efficiency by developing and executing the Target Operating Model for COO and driving the adoption of AI across the COO organization and broader Citi. Job Description: The Re-engineering Process Sr Lead will be responsible for driving the improvement of Operations and Controls processes in the Citi COO organization and deliver demonstrable improvement in client and employee experience, controls and efficiency. This includes developing an AI and Tech Automation enablement framework and methodology, identifying and maintaining AI & Tech Automation opportunity pipeline across COO high impact processes and horizontals while driving common solutions across different use cases demonstrating key benefits across efficiency, client experience, and risk and control. Will also require partnering with Technology & external experts to embed AI & Automation use cases while increasing AI adoption. May also require working with MRM to increase approval speed and break down barriers. The Re-engineering Process Sr Lead will connect "ready now" AI capabilities for quick implementation plus identifying patterns in Operations & Controls work and working with the Technology Automation Factory to quickly automate generating efficiency and improvements in client experience and risk and controls. Finally, this role will work closely with the AI champion for the COO Organization, partnering across the COO organization and broader Citi to drive adoption of "AI first" mindset. The role will report to the Head of COO OM&AI and work closely with the Enterprise AI office, the Technology organization and COO leadership. Key Responsibilities: * Develop AI and Tech Automation enablement framework and methodology * Identify and maintain AI & Tech Automation opportunity pipeline across COO high impact processes and horizontals while driving common solutions across different use cases * Establish and monitor targets for client, employees, control and efficiency metrics from AI & Tech Automation opportunities and adoption * Develop roadmap for AI & Tech automation * Conduct Technology & AI assessments by partnering with Citi Ventures, Technology, External Companies (e.g. - Google, McKinsey, Deloitte, PwC, EY) ensuring best practices are adopted and delivered * Upskill AI awareness and literacy across COO * Work with MRM to increase approval speed and break down barriers * Develops compelling executive presentations to persuade decision-makers and develops and shares best practices and lessons learned across the enterprise. * Help lead the AI community within COO, inclusive of AI Accelerators. Drive culture of ideation and feedback among the community to ensure impact-focused execution. Qualifications: * Bachelor's degree in business / finance / engineering (or a related discipline) * 10+ years of relevant experience in Banking, Financial Services * Demonstrates consistent track record of having worked as a Product Manager, Program or Project Manager and Process Re-engineering Manager while working on large, strategic Business Transformation cross-functional projects * Strong understanding of Artificial Intelligence (AI) concepts and Technology Patterns * Strategic and analytical thinker who is detail-oriented and can take broad visions and concepts and develop structured plans, actions and measurable metrics and then drive others to execute on those plans * Strong leadership skills with a proven ability to influence and motivate others, delivering positive outcomes in complex projects involving business stakeholders, consumer technology partners, and global and regional collaborators * Able to drive a challenger and catalyst focus during all interactions related to business transformation * Strong written and verbal communication skills and able to take complex information and communicate simply and effectively with stakeholders across various levels of seniority and risk and control expertise * ----------------------------------------------------- Job Family Group: Business Strategy, Management & Administration * ----------------------------------------------------- Job Family: Business Process Re-Engineering * ----------------------------------------------------- Time Type: Full time * ----------------------------------------------------- Primary Location: Jacksonville Florida United States * ----------------------------------------------------- Primary Location Full Time Salary Range: $130,880.00 - $196,320.00 In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire. * ----------------------------------------------------- Most Relevant Skills Please see the requirements listed above. * ----------------------------------------------------- Other Relevant Skills For complementary skills, please see above and/or contact the recruiter. * ----------------------------------------------------- Anticipated Posting Close Date: Dec 26, 2025 * ----------------------------------------------------- Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi. View Citi's EEO Policy Statement and the Know Your Rights poster.

We're seeking someone to join our team as a Business Manager to support the Head of Global Supplier Services on high-impact internal and external engagement activities and strategic initiatives. You will engage across the Firm and Functional leadership, Global COO and supporting teams to drive the agenda of the Head of Global Supplier Services. In the Corporate Services division, we empower our businesses by creating collaborative workplace solutions and commercial services that enhance the employee and client experience, while optimizing the value of our sourcing and third-party lifecycle to enable the Firm to do-and-win business. Since 1935, Morgan Stanley is known as a global leader in financial services, always evolving and innovating to better serve our clients and our communities in more than 40 countries around the world. What you'll do in the role: - Drive the development and preparation of agendas and materials for key engagements of the Head of GSS including travel, internal/external stakeholder meetings and Firmwide engagement events - Collaborate with the leadership team of GSS to keep track of execution and delivery status on strategic priorities - Engage with the Corporate Services Office of the COO to ensure financial management, people and administrative processes are executed effectively - Drive the creation of strategic executive/client presentations and necessary communications - Drive the collection and dissemination of materials and agenda for functional leadership meetings - Establish strong relationships and partner with global function heads and peer COO functions - Develop and drive governance activities including technology, risk, strategic priorities - Foster BU engagement through strategic engagements and active stakeholder management - Support branding and communication with internal constituents - Actively manage key vendor and industry relationships through QBRs, KPIs, etc. What you'll bring to the role: - 4-6 years of experience in a relevant position and industry - Interest in financial institutions, organizational management, and strategy - Articulate and persuasive written, verbal, communication, and presentation skills - Outstanding interpersonal skills and sharp attention to detail - Possess sound judgment and strong sense of integrity - Thrive in a fast-paced environment and can work effectively across multiple functions on multiple projects simultaneously - Advanced proficiency in Microsoft suite of products particularly in PowerPoint and Excel - Effective communicator (written and verbal) - Willing collaborator that can partner with various colleagues within and outside the organization to drive change and make impact - Ambition - someone that is willing to go the extra mile to ensure success - Diligent - someone that will double check work to ensure accuracy, actively problem solve and require minimal direction WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Expected base pay rates for the role will be between $130,000 and $183,000 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).

Firm Risk Management (FRM) supports Morgan Stanley to achieve its business goals by partnering with business units across the Firm to realize efficient risk-adjusted returns, acting as a strategic advisor to the Board and protecting the Firm from exposure to losses as a result of credit, market, liquidity, operational, model and other risks. Background on the Position The role will reside within the Firm Risk Management's Risk Analysis and Reporting function which is a team dedicated to provides a diverse range of responsibilities related to performing detailed risk analysis, creating comprehensive risk reporting, and designing and implementing strategic reporting solutions. The individual will be part of global Risk Analysis and Reporting team and will cover report design and development; handle risk data analysis, visualization, and automation; communicate analysis results to senior managements and regulators on a regular basis. To be successful, candidates will need to have a strong desire to learn, and the ability to work independently on a multidisciplinary, multi-regional team. Primary Responsibilities * Develop, implement and maintain market risk reports covering fixed income, commodity and equity trading activities for senior management and risk managers * Collaborate with desk risk management to analyze exposure drivers and prepare supporting information to back conclusions * Perform trend and variance analysis on risk sensitivities, exposures and VAR * Manage ad-hoc requests from senior management to ensure timely and accurate responses * Evaluate existing reporting processes to identify potential areas for improvement and work with other groups within the firm on cross-functional projects Experience * Bachelors / Master's Degree in finance, or engineering * 2-5 years of work experience in risk/financial reporting, risk data analysis and process management * Expertise in Database Management, data extraction and manipulation (SQL), data visualization tools (Power BI), reporting process automation (VBA or Python), proficiency in Microsoft applications (Excel and PowerPoint) is a must * Excellent organizational and communication skills with the ability to work independently and under pressure * Strong analytical and problem-solving skills * Ability to effectively communicate with a wide range of stakeholders, both written and verbally * Preferred Knowledge of financial products and financial risk management through industry experience WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Expected base pay rates for the role will be between $100,000 and $140,000 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).

Morgan Stanley is a global financial services leader with three core businesses - Institutional Securities, Asset Management, and Global Wealth Management. Wealth Management is offered by Morgan Stanley Smith Barney (MSSB), which has one of the world's largest networks of Financial Advisors. Morgan Stanley continues to expand its suite of world-class banking and lending products exclusively for Financial Advisors and their clients. In addition to our comprehensive financial services, which include brokerage, investment advisory, financial and wealth planning, annuities, insurance and retirement, Morgan Stanley has invested in and enhanced its lending, mortgage, trust and cash management capabilities. The U.S. Banks continue to play a key role in executing the Global Wealth Management strategy. There is continued emphasis on growth in the core product offerings. Morgan Stanley continues to make considerable investments in this business in terms of strategic platform, and personnel. The recent integration of E*TRADE's Banking Products provides an enormous opportunity for growth as it expands our product offerings, particularly in the Cash Management & Deposits space. The Role: Join our dynamic COO team supporting the Deposits & Cash Management business. We are seeking a highly motivated self-starter to be an Associate within the Deposits and Cash Management COO team to help manage the growing business. This role will report directly to the COO of Deposits and Cash Management and offers a unique opportunity to drive strategic initiatives, enhance operational efficiency, and collaborate across functions in a fast-paced environment. This AVP will be responsible for delivering on initiatives related to business strategy, talent development, budget and expense oversight, administration and project management. The role offers a unique opportunity to work with internal stakeholders across the U.S. Banks and broader organization, gaining exposure to senior leadership and cross-functional teams. It is an excellent platform to build a foundation in business operations and develop leadership capabilities through hands-on-experience managing the front-to-back needs of a high-performing team. The Responsibilities: Deliver strategic and day-to-day operational support to the Deposits & Cash Management team, ensuring alignment with business goals. Create and maintain reports, dashboards and presentation materials for senior management and external stakeholders. Partner with Product Leads, Finance and Bank Business Management to assist with the management of the non-compensation budget process. Support project management for high-impact initiatives, tracking milestones, ensuring timely execution and communication of status. Identify and implement process improvements to enhance team effectiveness. Manage team meeting logistics, including agenda development and preparation of supporting materials. Coordinate across internal and cross-functional teams to monitor deliverables and follow up on outstanding items. Qualifications: BA/BS with 2-3 years of experience in business management or strategy roles, ideally in Financial Services/Wealth Management. Strong project management skills, with a proven ability to lead initiatives, manage timelines, and coordinate across cross functional teams. Excellent written and verbal communication skills, with the ability to prepare executive level materials and facilitate meetings. Strong analytical and problem-solving abilities, with continuous improvement mindset and attention to detail. Ability to manage multiple priorities in a fast-paced environment, with a high degree of ownership and accountability. Proficiency in Microsoft Office Suite WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Expected base pay rates for the role will be between $58,000 and $115,000 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).

Firm Risk Management Firm Risk Management (FRM) supports Morgan Stanley to achieve its business goals by partnering with business units across the Firm to realize efficient risk-adjusted returns, acting as a strategic advisor to the Board and protecting the Firm from exposure to losses as a result of credit, market, liquidity, operational, model and other risks. Background on the Position The role will reside within the Firm Risk Management's Risk COO group which is a team that covers a broad array of areas in addition to financial and resource management. Candidates will have the opportunity to work on a variety of cross-risk projects and initiatives, partnering with key stakeholders across the group. Work history should demonstrate attention to detail and strong analytical and spreadsheet skills. Primary Responsibilities > Produce detailed monthly expense and headcount reporting and present findings to senior management, including risks and opportunities to achieve budget targets > Support the development of tools to track headcount and expenses more efficiently across the various functional and regional Risk teams > Partner with key stakeholders from across Risk and the Finance Controllers Group to develop an annual headcount and expense budget to support key deliverables and initiatives > Support the execution of a variety of ad-hoc cross-risk projects and initiatives across the broader Risk CAO team Experience > 0-3 years of experience, preferably in financial or resource management > Ability to build strong working relationships with key business partners > Attention to detail and ability to prioritize projects and workload > Ability to analyze and synthesize large data sets > Self-motivator and team player who brings a can-do approach > Strong interpersonal and communication skills, written and verbal > Undergraduate degree; excellent academic background and grades > Desire to learn about risk management in a dynamic and fast-paced environment > Advance working knowledge of MS Excel (VBA/Macros a plus), PowerPoint and Word WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Expected base pay rates for the role will be between $75,000 and $95,000 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).