Customer Service Representative
IDB Bank Job In New York, NY
For more than 70 years, IDB Bank has made it our mission to be the best bank for our clients by putting their needs first, and the success we've enjoyed fundamentally comes down to our people. Here at IDB, you'll work side by side with some of the most talented professionals in the industry who share a strong sense of teamwork and a passion for providing exceptional service down to the smallest detail. We offer a comprehensive benefits package that includes generous paid time off and the ability to participate in our medical coverage and 401(k) plan on your very first day with us. We are also committed to diversity and inclusion, and to providing all of our team members with an equal opportunity to succeed and make meaningful contributions within a work environment that is respectful, welcoming and inclusive.
Job Description
Responsible for assisting Commercial and/or Private Banking teams with the handling service related matters for their clients. The service tasks may include responsibilities related to account and transactional activities, Account Opening & Maintenance, Treasury Management, Cash Management, and Loan Servicing. Team members may be assigned to focus on specific service areas such as Account Opening and KYC Maintenance or Client Servicing, based on their individual strengths, experience and organizational needs.
Takes full ownership of customer inquiries to help support the retention and further growth of our firm by supporting direct Manager, Commercial Banking and Banking teams with the daily processing of customer information and requests.
Responsible to collect documents and liaise with clients and internal teams for the account opening process and associated tasks related to KYC.
Effectively manages and utilizes case management tools (including dashboards) to prioritize tasks, monitor progress to meet service level agreements.
Establishes robust partnerships and open communication with the business, operations, and internal banking teams to effectively liaise, manage workload and help provide a white glove experience for our internal and external clients.
Performs client call backs to authenticate and verify client requests related to client transactions, account opening & maintenance and loan servicing.
May include assisting in the review of daily reports, temporary overdrafts, and fund transfer requests including fee modifications and waivers.
May support by confirming manual wire, internal transfer requests and transactional activity instructions to help mitigate fraud/loss for our clients/firm.
Responsible to multi-task by assisting clients/internal partners via various methods of communication (e.g. online application, phone, chat, in-person, email etc.)
Utilizes problem-solving skills, sound judgement, creativity, and experience to analyze information to successfully resolve tasks and navigate through issues.
Effectively handles the timing of communication and manage response to processing requests, providing instructions, scheduled training, bank projects, voicemails and emails for both internal partners and external clients to help contribute to our high-touch brand.
Self-Starter that consistently approaches their work assignments with integrity, accountability, and consideration of the client and banks reputational risk which includes following compliance guidelines and company policies with a high level of care.
Team player that participates in internal activities, testing and initiatives aimed at enhancing client experience, data integrity, optimizing workflows, case management processes to achieve bank goals.
Ensures adherence to bank policies, regulatory compliance, and industry standards by staying informed and completing required corporate training on time.
Qualifications
1-3 years of experience in financial industry or transferrable skills.
Demonstrates enthusiasm for delivering exceptional, white-glove customer service while fostering a positive, collaborative team environment that compliments our dynamic customer focused culture.
Displays a strong desire to contribute as a dedicated team member, actively seeking opportunities to enhance our service delivery and exceed client expectations.
Self-starter with the ability to multi-task/prioritize workload to ensure timely, efficient and accurate execution.
Bachelor Degree or transferrable experience for position.
Excellent interpersonal and communications skills both written and oral.
Demonstrates a conscientious approach to following procedures and maintaining the highest ethical standards in all tasks.
#LI-Hybrid
Compensation
The expected annual base salary for this position is between $65,000 - $75,000 at the start of employment. A salary offer is determined on an individualized basis, taking into consideration factors such as an individual's skills, experience, and book of business. In addition to base salary, our total rewards package also includes eligibility for incentive compensation, medical, pharmacy, dental, and vision plans, life and disability insurance, employee wellness program, retirement and savings plans with employer contributions, generous holiday and paid time off schedules, parental leave, and tuition reimbursement.
Additional Information
The Bank will make reasonable accommodations to the following employees to allow them to perform the essential functions of their position, except where doing so would result in undue hardship to the Bank:
Those with a known mental or physical disability.
Pregnant individuals and/or individuals with pregnancy or childbirth-related medical conditions.
Victims of domestic violence, sex offenses or stalking.
Employees with religious observance and practice obligations.
Any employee who believes he or she needs an accommodation for any of the above reasons should contact their supervisor or a member of Human Resources to request such an accommodation. In each case, the Bank will engage in a good faith written or oral dialogue concerning the individual's accommodation needs; potential accommodations that may address the individual's accommodation needs, including alternatives to a requested accommodation; and the difficulties that such potential accommodations may pose for the employer.
The Bank retains the ultimate discretion to choose the appropriate reasonable accommodation. Upon reaching a final determination at the conclusion of the cooperative dialogue, the Bank will provide the requesting individual with a written final determination identifying any accommodation granted or denied. In addition, the Bank will maintain any information regarding the employee's request and status in the strictest confidence, except as requested by the employee, as required on a need-to-know basis or as otherwise required by law.
Disclaimer
The above statements are intended to describe the general nature and level of work being performed by people assigned to this classification. They are not to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified. All personnel may be required to perform duties outside of their normal responsibilities from time to time, as needed.
All your information will be kept confidential according to EEO guidelines.
We are operating on a hybrid schedule.
NO AGENCIES PLEASE.
IDB BANK, INCLUDING ITS SUBSIDIARIES AND DIVISIONS, PROVIDES EQUAL EMPLOYMENT OPPORTUNITIES TO ALL EMPLOYEES AND APPLICANTS FOR EMPLOYMENT WITHOUT REGARD TO RACE, COLOR, RELIGION, SEX, SEXUAL ORIENTATION, NATIONAL ORIGIN, AGE, DISABILITY, GENETIC STATUS, CITIZENSHIP STATUS, MARITAL STATUS, MILITARY OR VETERAN STATUS, CURRENT UNEMPLOYMENT OR ANY OTHER LEGALLY PROTECTED CATEGORY IN ACCORDANCE WITH APPLICABLE FEDERAL, STATE AND LOCAL LAW. NOTHING IN THIS SITE CONSTITUTES A PROMISE OR OFFER OF EMPLOYMENT.
Deal Administrator ABL & Factors
IDB Job In New York, NY
For more than 70 years, IDB Bank has made it our mission to be the best bank for our clients by putting their needs first, and the success we've enjoyed fundamentally comes down to our people. Here at IDB, you'll work side by side with some of the most talented professionals in the industry who share a strong sense of teamwork and a passion for providing exceptional service down to the smallest detail. We offer a comprehensive benefits package that includes generous paid time off and the ability to participate in our medical coverage and 401(k) plan on your very first day with us. We are also committed to diversity and inclusion, and to providing all of our team members with an equal opportunity to succeed and make meaningful contributions within a work environment that is respectful, welcoming and inclusive.
The ABL and Factors group services all bilateral loans or direct lending and syndication obligations of the Bank for the NY, CA and FL offices. Lending is done out of the ABL and Factors area of the Bank.
Job Description
Interpret Credit Agreements, Amendments, Notes, Line Letters, etc. and extrapolate the required information to capture the deal attributes for proper maintenance within STUCKY. (i.e., Line amount, pricing, fees, etc.)
Ensure that legal documentation and other supporting documents are received, complete and fully executed, if not, follow-up with appropriate personnel in Lending
Process daily work in STUCKY, which includes: review of incoming faxes, email, and mail, processing advances, repricings and rate changes, and interest, fee and principal payments to loans on direct, participated or syndicated deals.
Obtain internal approval for advances and new borrowings as required per bank policy.
Interpret monthly aging, inventory, ineligibles and borrowing base certificates and update collateral values.
Track monthly aging and inventory schedules.
Timely collation of weekly ABL Overline report for distribution to Front Office and others areas of the bank.
Review the daily postings (registers) for data input is accurate and free of errors.
Perform Daily Proof preparation and process Interface file to Silverlake server for DDA entries.
Perform independent processing of the EOD and Month-End procedures. Ensure the nightly batch process updates EOD files and GL entries.
Communicate with internal lending officers and agent bank representatives on syndicated deals.
Investigate and resolve customer inquiries and account discrepancies in timely
Reconciliation interest and fee discrepancies.
Ensure that all work processed meets audit and compliance requirements.
Participate in department projects and initiatives as required.
Assist in testing and implementation of system enhancements as required.
Prepare and circulate departmental reports as assigned.
Other duties as assigned.
Qualifications
Minimum 5 years loan operations experience
Good working knowledge of Asset Based Lending
Working knowledge of STUCKY loan system
Bachelor's degree or equivalent education and related training
Effective communication and interpersonal
Ability to work independently and also interact as part of a team
Attention to detail
Capable of managing multiple tasks
Ability to identify, analyze, and resolve accounting related problems independently
Technical skills to include Windows systems and Microsoft Office products (Outlook, Excel and Word)
Compensation
The expected annual salary for this position is between $70,000 and $75,000 at the start of employment. A salary offer is determined on an individualized basis, taking into consideration factors such as an individual's skills and experience. In addition to base salary, our total rewards package also includes eligibility for an annual bonus, medical, pharmacy, dental, and vision plans, life and disability insurance, employee wellness program, retirement and savings plans with employer contributions, generous holiday and paid time off schedules, parental leave, and tuition reimbursement.
Additional Information
The Bank will make reasonable accommodations to the following employees to allow them to perform the essential functions of their position, except where doing so would result in undue hardship to the Bank:
Those with a known mental or physical disability.
Pregnant individuals and/or individuals with pregnancy or childbirth-related medical conditions.
Victims of domestic violence, sex offenses or stalking.
Employees with religious observance and practice obligations.
Any employee who believes he or she needs an accommodation for any of the above reasons should contact their supervisor or a member of Human Resources to request such an accommodation. In each case, the Bank will engage in a good faith written or oral dialogue concerning the individual's accommodation needs; potential accommodations that may address the individual's accommodation needs, including alternatives to a requested accommodation; and the difficulties that such potential accommodations may pose for the employer.
The Bank retains the ultimate discretion to choose the appropriate reasonable accommodation. Upon reaching a final determination at the conclusion of the cooperative dialogue, the Bank will provide the requesting individual with a written final determination identifying any accommodation granted or denied. In addition, the Bank will maintain any information regarding the employee's request and status in the strictest confidence, except as requested by the employee, as required on a need-to-know basis or as otherwise required by law.
Disclaimer
The above statements are intended to describe the general nature and level of work being performed by people assigned to this classification. They are not to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified. All personnel may be required to perform duties outside of their normal responsibilities from time to time, as needed.
All your information will be kept confidential according to EEO guidelines.
We are operating on a hybrid schedule.
NO AGENCIES PLEASE.
IDB BANK, INCLUDING ITS SUBSIDIARIES AND DIVISIONS, PROVIDES EQUAL EMPLOYMENT OPPORTUNITIES TO ALL EMPLOYEES AND APPLICANTS FOR EMPLOYMENT WITHOUT REGARD TO RACE, COLOR, RELIGION, SEX, SEXUAL ORIENTATION, NATIONAL ORIGIN, AGE, DISABILITY, GENETIC STATUS, CITIZENSHIP STATUS, MARITAL STATUS, MILITARY OR VETERAN STATUS, CURRENT UNEMPLOYMENT OR ANY OTHER LEGALLY PROTECTED CATEGORY IN ACCORDANCE WITH APPLICABLE FEDERAL, STATE AND LOCAL LAW. NOTHING IN THIS SITE CONSTITUTES A PROMISE OR OFFER OF EMPLOYMENT.
Financing & Client Services Americas Agency & Transaction Management - Vice President
New York, NY Job
As a Vice President in the Financing & Client Services ATM group, you will:
(i) Perform the duties of CACIB as Administrative Agent and sole lender (sometimes participant) in Structured Finance and Corporate transactions in the Americas (primarily Energy, Infrastructure, and Corporate deals); and
(ii) Perform additional internal tasks to monitor our portfolio.
Main Responsibilities:
Perform “CACIB as Agent” role for a portfolio of structured finance, project finance, and corporate transactions primary in the Americas:
(i) Assist on closings / CPs monitoring
(ii) Coordinate funding with multiple institutions
(iii) Track, evaluate and distribute borrower deliverables and obligations (financials, covenants, UCC's, insurance, etc.)
(iv) Monitor guarantees and collateral
(v) Evaluate CP's for draws, payments, distributions, etc.
(vi) Lead bank meetings / conference calls
(vii) Liaise with transaction participants such as sponsors, lenders, counsels, independent engineers, and other industry experts
(viii) Negotiate waivers and amendments with borrowers and sponsors
(ix) Facilitate the process of waiver and amendment requests with bank groups, including collecting and processing of participant lender approvals
(x) Respond to borrower and lenders questions
(xi) Interface transversally with other departments (Front Office, Back-Office, Legal, Credit Risk etc)
Manage a portfolio of sole lender and participant transactions as required;
Maintain up to date data in proprietary software to control and monitor portfolio;
Liaise with ATM management and Data Monitoring team in Paris to maintain data integrity through controls and reconciliations;
Coordinate assignment processes;
Lead and participate in internal projects as needed;
Other activities include SMAC maintenance, anomaly maintenance, LGD trouble shooting and special projects, as needed. Duties encompass a high workload, time sensitive orientation.
Qualifications/Education Required:
BA or BS in Finance, Economics or related field
Qualifications/Education Desired:
Master in related field
Experience Required:
10+ years of relevant experience at a reputable firm.
Competencies Required:
Strong written and oral communication skills
Good interpersonal skills
Strong work ethic
Team player
Problem solver
Able to multitask
Able to prioritize work
Skills & Knowledge Requirements:
Fluency in Spanish a plus
Associate, Energy and Real Assets Project Finance Lending
New York, NY Job
About Credit Agricole CIB
Credit Agricole CIB (“CACIB”) is the Corporate and Investment Banking arm of the Credit Agricole Group, the 10th largest bank worldwide in terms of balance sheet size (The Banker, July 2023). With more than 9,000 employees and 30 locations around the globe, CACIB is one of the largest international banks and offers its clients a broad range of products and services in capital markets, investment banking, structured finance and corporate banking.
Energy and Real Assets Project Finance Lending
CACIB's Energy and Real Assets North America Project Finance team provides clients with industry-leading project finance expertise in Infrastructure and Power & Utilities sectors. Our team delivers exceptional client service by combining a deep understanding of global and regional markets with strong structuring capabilities.
Associate - Job Description
Play a key role on deal teams for transactions in the energy and infrastructure sectors (including solar, wind and battery power generation projects as well as infrastructure projects) by supporting senior deal team members
Work on proforma and projection financial models and conduct financial analysis
Assist in the diligence process by reviewing project documents (such as engineering reports, power purchase agreements and other project related contracts).
Support research, analysis, and preparation of pitches and other materials to proactively understand client needs and originate new business
Stay up to date on industry news, trends, and actively participate in idea generation
Candidate Profile
Minimum Qualifications
At least 2-3 years of Project Finance experience
BA or BS in finance, economics, engineering, mathematics or related fields
Candidate must be eligible to work in the United States
Candidate must not require visa sponsorship now or in the future
Essential Qualifications
Strong knowledge of MS Office (Excel, PowerPoint and Word)
Strong problem solving, quantitative, and analytical skills
Excellent written and oral communication skills
Ability to manage competing responsibilities and deadlines in a timely and efficient manner while working under pressure
Results oriented attitude, with high attention to detail and committed to producing high quality work products
Strong interpersonal skills and able take direction with limited oversight
Compliance Testing and Monitoring Officer
New York, NY Job
Under supervision of the Head of Compliance Testing and Monitoring, as part of the Credit Agricole CIB Americas compliance function, responsible for executing testing reviews and monitoring activities and contributing to the continuous enhancements to the bank's Compliance Testing and Monitoring program.
Key Responsibilities:
General
Plan and execute assigned compliance testing reviews of the various Banking business units / processes within the Organization, as part of the Annual Compliance Testing Plan.
Document testing work papers with sufficient details in accordance with the standards set out in the internal policy/procedures and that a third-party can reasonably understand the testing performed and the conclusion of the testing
Identify issues through testing and ensure thoroughly analysing the root causes and developing appropriate action plans to address the issues and root causes
Present review findings, confirm factual accuracy, and propose recommendations to relevant Department Management
Draft the testing review reports to document and formally communicate testing results to stakeholders which may include the Chief Compliance Officer, the Executive Committee and Senior Management
Track and monitor issues identified from the assigned compliance testing reviews to ensure the action plans are completed by action owns by the due date
Perform validation of action closure and prepare the action plan validation memo for Testing Unit Manager's review and approval
Carry out and document compliance monitoring activities, as planned / scheduled in the Annual Compliance Monitoring Plan.
Other
Provide regular status updates on assignments and escalate any potential delays / issues to the Head of Compliance Testing and Monitoring
Contribute to the development of the Annual Testing Plan, Annual Monitoring Plan, and regular updates to the team's procedures
Contribute to address requests / questions from Regulatory Exams and Internal Audit reviews covering Compliance Testing and Monitoring
Other tasks that may be assigned by the Head of Compliance Testing and Monitoring
Management and Reporting:
The position reports directly to CACIB US Head of Compliance Testing and Monitoring.
Key Internal Contacts:
Within the Compliance Division: CACIB US Compliance management and team leads
Outside the Compliance Division, regular interactions with Business Lines and Support Functions (Legal, Finance, Audit.) and ad-hoc interactions with CUSO and Group stakeholders
SPECIAL ROLE REQUIREMENTS:
At least 7 years' experience in the financial services industry with a focus on compliance
5 years Audit or Compliance Testing experience required, with a focus on capital market
Good knowledge of risks and controls, including analyzing risks, identifying and documenting controls, and assessing control design and operating effectiveness
Strong knowledge of areas such as capital markets, debt capital markets, investment banking, and corporate banking coverage as well as broker-dealer / swap dealer regulatory framework such as SEC, FINRA, NFA, CFTC r
General knowledge of one or more of other banking products/services and regulations preferred:
Banking regulations
Business Conducts (Anti-Bribery & Corruption, Whistleblowing, Conflicts of Interest, Conduct Risks, Fraud risks etc.)
Financial Crime (AML, Sanctions/OFAC)
Other regulations (privacy, tax compliance, cybersecurity etc.)
Ability to manage multiple projects using technology and analytic techniques (advanced in excel) to work effectively and efficiently in a fast-paced environment.
Strong attention to details and analytical skills
Ability to work with minimum supervisions and prioritize multiple tasks to focus on meeting the expected timelines
Good communication skills to be able to present clearly and concisely to all levels of stakeholders
Ability to engage with stakeholders and build rapport and partnership with stakeholders
Project management experience preferred
Professional designations in the auditing field (e.g., CPA, CIA, CISA) preferred
Qualifications/Education Required:
College Degree
Experience Required:
At least 7 years' experience in the financial services industry with a focus on compliance
5-year Audit or Compliance Testing experience required, with a focus on capital market
Experience working in capital market regulators preferred
Specialist Training Required:
Professional designations in the auditing field (e.g., CPA, CIA, CISA) preferred
Competencies Required:
Ability to manage multiple projects using technology and analytic techniques (advanced in excel) to work effectively and efficiently in a fast-paced environment.
Strong attention to details and analytical skills
Ability to work with minimum supervisions and prioritize multiple tasks to focus on meeting the expected timelines
Good communication skills to be able to present clearly and concisely to all levels of stakeholders and ability to build rapport and partnership with stakeholders
Skills & Knowledge Requirements:
Good knowledge of risks and controls, including analyzing risks, identifying and documenting controls, and assessing control design and operating effectiveness
Strong knowledge of areas such as capital markets, debt capital markets, investment banking, and corporate banking coverage as well as broker-dealer / swap dealer regulatory framework such as SEC, FINRA, NFA, CFTC rules
General knowledge of one or more of other banking products/services and regulations preferred:
FRB / NYS DFS regulations
Business Conducts (Anti-Bribery & Corruption, Whistleblowing, Conflicts of Interest, Conduct Risks, Fraud risks etc.)
Financial Crime (AML, Sanctions/OFAC)
Other regulations (privacy, tax compliance, cybersecurity etc.)
Enterprise Risk Manager
New York, NY Job
of New York
Safra National Bank of New York ("Safra National") is a nationally chartered U.S. Bank supervised by the Office of the Comptroller of the Currency and member of the Federal Reserve and the Federal Deposit Insurance Corporation (“FDIC”). Headquartered in New York, with branches in Florida, Massachusetts, California, and representative offices in Brazil, Chile, Mexico, and Panama, Safra National Bank is a leading private bank with a devoted team of relationship managers serving many sophisticated U.S. and international high net worth clients.
Description of the position:
Safra National Bank is seeking an Enterprise Risk Manager who will report directly to the Chief Risk Officer. The Enterprise Risk Manager will be responsible for the following functions: (1) Manage the daily activities of the Vendor Risk Management program; (2) Assist the Chief Risk Officer with execution of the Enterprise Risk Management framework; (3) Produce advanced risk reporting showing key insights, themes, trends.
Responsibilities:
Oversee all vendor risk management activities including onboarding, risk assessment, due diligence, contract management, reporting.
• Act as a subject matter expert in applying industry best practices for risk management in addressing governance, risk and control related matters.
• Monitor the organization's risk management program in a manner that fulfills the mission and strategic goals of the organization while complying with external and internal requirements.
• Manage all components of a mature risk management program, such as metrics, scenario analysis, operational events, risk reporting, risk assessments, new products, governance documentation, deep dives, action plans, risk acceptances, employee education, information sourcing and sharing. risk profile assessments, risk appetite.
• Utilize best practices for data management and the ability to analyze large data sets to identify key risk themes and trends which are used to communicate messages through clear reporting.
• Investigate operational events for root causes and identify actions to reduce the risk of recurrence.
• Act as a subject matter expert on the organization's risk system (LogicManager), including configuration, development, usage and education.
Desired Skills/Experience:
Bachelor's degree in a business related major is preferred.
7+ years Risk Management experience.
A proven history of managing vendor risk.
Knowledge of risk dashboards and associated metrics to identify and quantify organization risks and present actionable conclusions to executive management.
Risk management experience including acquaintance with risk management governance and controls.
Strategic and tactical analysis, consultative, decision making and communication skills.
Strong problem-solving skills and comfort in tackling intricate problems and breaking these down into controllable tasks.
Strong interpersonal communication skills and ability to influence and advise staff level employees through members of the executive leadership team.
Proficiency in Microsoft Word, PowerPoint, Excel is essential including effective use of advanced visualizations.
Demonstrate a high level of knowledge with core banking products, such as credit/debit cards, deposits, money transfer channels (e.g. ACH, Wires, Swift, Checks), loans.
Experience with Broker / Dealer activities, such as trading, settlement and market mechanisms preferred.
An understanding of Model Risk, Compliance, Fraud, Operational Risk, Market Risk, Liquidity Risk, Strategic Risk, Reputational Risk, Information Security Risk, Information Technology Risk, Data Risk.
Safra National Bank of New York is an Equal Employment Opportunity
System Engineer
New York, NY Job
Systems Engineer, Vice President | New York, NY
of New York
Safra National Bank of New York ("Safra National") is a nationally chartered U.S. Bank supervised by the Office of the Comptroller of the Currency and member of the Federal Reserve and the Federal Deposit Insurance Corporation (“FDIC”). Headquartered in New York, with branches and offices in Florida, Massachusetts, California, and representative offices in Brazil, Chile, Mexico, and Panama, Safra National Bank is a leading private bank with a devoted team of relationship managers serving many sophisticated U.S. and international high net worth clients.
Description:
Safra National Bank of New York is seeking a Systems Engineer to collaborate in designing, implementing, and maintaining complex IT systems, ensuring their smooth operation and efficient network infrastructure by analyzing system needs, developing solutions, coordinating with different teams, troubleshooting issues, and optimizing system performance to meet business requirements.
Responsibilities:
Design/Installation/Configuration for VMware 7/8 Server Management
Installation/Configuration/Maintenance for System Backup and Restore
Systems Patch Management (Ivanti)
Provide 2nd and 3rd level user support
Serve as System and Network Vendor point of contact
Conduct storage management
Create and maintain documentation for server infrastructure
Monitor and employ hardware and software tools to enhance availability and integrity of IT infrastructure resources
Qualifications:
B.S. in Information Technology, Computer Science or similar
6+ years of experience in managing and administering Servers and Local Area Networks in a Data Center Environment
4+ years of experience in VMware (7 and higher) and Hyper-V
Experienced in upgrading Microsoft Windows Servers and managing Security vulnerabilities
In-depth knowledge of integrating and migrating large scale mission critical Virtual server environments
In-depth knowledge Storage Area Network (Netapp and Pure)
Strong understanding of backup/restore using Arcserve and Veeam
VMware Certification VCP-DCV and Windows Server 2019/2022 Certifications are preferred
Safra National Bank is an Equal Employment Opportunity
Trade Documentary Issuance Associate
IDB Bank Job In New York, NY
For more than 70 years, IDB Bank has made it our mission to be the best bank for our clients by putting their needs first, and the success we've enjoyed fundamentally comes down to our people. Here at IDB, you'll work side by side with some of the most talented professionals in the industry who share a strong sense of teamwork and a passion for providing exceptional service down to the smallest detail. We offer a comprehensive benefits package that includes generous paid time off and the ability to participate in our medical coverage and 401(k) plan on your very first day with us. We are also committed to diversity and inclusion, and to providing all of our team members with an equal opportunity to succeed and make meaningful contributions within a work environment that is respectful, welcoming and inclusive.
Responsible for issuing/amending/advising/transferring LC's, issuing shipping guarantees/air releases as requested by customers and ensuring that LC/Compliance/Bank rules and regulations are adhered to.
Job Description
Review incoming letters of credit and amendments.
Prepare and enter new letters of credit and subsequent amendments on the automated system.
Effect transfers and assignment of proceeds under existing Letters of Credit.
Check completed transactions for quality and accuracy.
Process charges representing commissions that are due to the Bank.
Handle/resolve investigations as needed.
Use a PC to retrieve previously entered transactions.
Issue shipping guarantees and air releases.
Ensure that all work performed is in compliance with the department‘s operations manual, all Bank policies and Regulatory requirements.
Qualifications
High school diploma or equivalent.
Minimum of three years of letter credit import issuance experience.
Thorough knowledge of the Uniform Customs and Practice for Documentary Credits, as well as the ICC Publication and all subsequent revision.
Excellent word processing and communication skills.
Ability to use a PC and an automated system.
Compensation
The expected annual salary for this position is between $70,000 and $80,000 at the start of employment. A salary offer is determined on an individualized basis, taking into consideration factors such as an individual's skills and experience. In addition to base salary, our total rewards package also includes eligibility for an annual bonus, medical, pharmacy, dental, and vision plans, life and disability insurance, employee wellness program, retirement and savings plans with employer contributions, generous holiday and paid time off schedules, parental leave, and tuition reimbursement.
Additional Information
The Bank will make reasonable accommodations to the following employees to allow them to perform the essential functions of their position, except where doing so would result in undue hardship to the Bank:
Those with a known mental or physical disability.
Pregnant individuals and/or individuals with pregnancy or childbirth-related medical conditions.
Victims of domestic violence, sex offenses or stalking.
Employees with religious observance and practice obligations.
Any employee who believes he or she needs an accommodation for any of the above reasons should contact their supervisor or a member of Human Resources to request such an accommodation. In each case, the Bank will engage in a good faith written or oral dialogue concerning the individual's accommodation needs; potential accommodations that may address the individual's accommodation needs, including alternatives to a requested accommodation; and the difficulties that such potential accommodations may pose for the employer.
The Bank retains the ultimate discretion to choose the appropriate reasonable accommodation. Upon reaching a final determination at the conclusion of the cooperative dialogue, the Bank will provide the requesting individual with a written final determination identifying any accommodation granted or denied. In addition, the Bank will maintain any information regarding the employee's request and status in the strictest confidence, except as requested by the employee, as required on a need-to-know basis or as otherwise required by law.
Disclaimer
The above statements are intended to describe the general nature and level of work being performed by people assigned to this classification. They are not to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified. All personnel may be required to perform duties outside of their normal responsibilities from time to time, as needed.
All your information will be kept confidential according to EEO guidelines.
We are operating on a hybrid schedule.
NO AGENCIES PLEASE.
IDB BANK, INCLUDING ITS SUBSIDIARIES AND DIVISIONS, PROVIDES EQUAL EMPLOYMENT OPPORTUNITIES TO ALL EMPLOYEES AND APPLICANTS FOR EMPLOYMENT WITHOUT REGARD TO RACE, COLOR, RELIGION, SEX, SEXUAL ORIENTATION, NATIONAL ORIGIN, AGE, DISABILITY, GENETIC STATUS, CITIZENSHIP STATUS, MARITAL STATUS, MILITARY OR VETERAN STATUS, CURRENT UNEMPLOYMENT OR ANY OTHER LEGALLY PROTECTED CATEGORY IN ACCORDANCE WITH APPLICABLE FEDERAL, STATE AND LOCAL LAW. NOTHING IN THIS SITE CONSTITUTES A PROMISE OR OFFER OF EMPLOYMENT.
IDB BANK, INCLUDING ITS SUBSIDIARIES AND DIVISIONS, PROVIDES EQUAL EMPLOYMENT OPPORTUNITIES TO ALL EMPLOYEES AND APPLICANTS FOR EMPLOYMENT WITHOUT REGARD TO RACE, COLOR, RELIGION, SEX, SEXUAL ORIENTATION, NATIONAL ORIGIN, AGE, DISABILITY, GENETIC STATUS, CITIZENSHIP STATUS, MARITAL STATUS, MILITARY OR VETERAN STATUS, CURRENT UNEMPLOYMENT OR ANY OTHER LEGALLY PROTECTED CATEGORY IN ACCORDANCE WITH APPLICABLE FEDERAL, STATE AND LOCAL LAW. NOTHING IN THIS SITE CONSTITUTES A PROMISE OR OFFER OF EMPLOYMENT.
Database Administrator
New York, NY Job
Database Administrator, AVP (SQL Server)
Safra National Bank of New York ("Safra National") is a nationally chartered U.S. Bank supervised by the Office of the Comptroller of the Currency and member of the Federal Reserve and the Federal Deposit Insurance Corporation (“FDIC”). Headquartered in New York, with branches and offices in Florida, Massachusetts, California, and representative offices in Brazil, Chile, Mexico, and Panama, Safra National Bank is a leading private bank with a devoted team of relationship managers serving many sophisticated U.S. and international high net worth clients.
Description:
The Database Administrator is responsible for Database administration activities, including Service management, Vendor management, technical guidance, and support coordination with the Technology Infrastructure team. This role requires MSSQL SME and some experience on Oracle and Sybase. The overall objective is to use infrastructure technology knowledge and identified policies to process data, resolve issues and execute administrative tasks.
Responsibilities:
Review and Oversee Critical Changes in Production DB environment
Performance and capacity review of Production DB environments
Vendor resource management / engagement
Analytical & Problem-solving skills
Production support operations / ITIL
Database automation & Service Improvement
Project / Program management experience
Create complex project plans, perform impact analyses, solve/work high impact problems/projects, and provide resolution to restore services
Provide Root Cause Analysis (RCA) post restoration of service
Design testing approaches, complex processes, reporting streams, and assist with the automation of repetitive tasks
Provide technical/strategic direction to team members
Review requirement documents, define hardware requirements and update processes and procedures as necessary
Ensure ongoing compliance with regulatory requirements
Responsible for applications dealing with the overall operating system
Conduct project related research
Has the ability to operate with a limited level of direct supervision
Can exercise independence of judgement and autonomy
Acts as SME to senior stakeholders and /or other team members
Appropriately assess risk when business decisions are made, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.
Qualifications:
Bachelor's/University degree or equivalent work experience
6-10 years of experience in roles centered around infrastructure delivery (application hosting and/or end user services) with a proven track record of operational process change and improvement
Working knowledge on the following:
MSSQL, Oracle and Sybase - Database technologies
SSRS
SSIS
Execution plans, indexes and performance analysis
T-SQL expert
Ability to develop projects required for design of metrics, analytical tools, benchmarking activities and best practices
Ability to work with virtual / in-person teams, and work under pressure / to a deadline
Experience in a Financial Services
Effective written and verbal communication skills
Effective analytic/diagnostic skills
Ability to communicate technical concepts to non-technical audience
Safra National Bank of New York is an Equal Employment Opportunity
VP AML / OFAC Compliance Officer / Advisory (Financial Security)
New York, NY Job
This position is placed within the Advisory group of the Financial Security team. The position's main responsibilities are centered on the following: reviewing and validating high risk KYC files, and providing AML and/or sanctions related guidance to the Bank's staff on proposed transactions. He/she is expected to have knowledge of current anti-money laundering regulations, policies and requirements as per the Bank Secrecy Act, and the USA Patriot Act.
Key Responsibilities:
Review and validation of High Risk KYC files to ensure completeness and compliance with Bank policies and Regulatory Requirements.
Review and issue regulatory guidance to Bank staff on proposed activities and transactions.
Assist with the analysis of updates in regulations and/or policies to ensure that the Bank is compliant with US regulations, as well as the Bank's policies and procedures.
Assist with the implementation of any new requirements that come as a result of new regulations or policies and procedures.
Provide guidance to Front Office and Support staff on AML specific queries concerning proposed customers and/or transactions.
Assist with analysis of data for the Bank's BSA/AML and OFAC Risk Assessments.
Management and Reporting:
The position reports directly to the Head of Advisory - Financial Security.
Key Internal Contacts:
The employee will most likely interact on a regular basis with the Client On Boarding group, Front Office personnel, Head Office Compliance personnel, and IT support.
Key External Contacts:
The employee may have occasion to interact with external auditors and/or regulators during exams.
KNOWLEDGE AND SKILLS
Qualifications/Education Required:
College Degree
Experience Required:
5-10 years
CAMS Certification preferred
Competencies:
Knowledge of US AML and OFAC regulations
Knowledge of International AML and Sanctions regulations preferred
Skills & Knowledge Requirements desired:
IT Knowledge of Payment systems
IT Knowledge of AML tools
Global Investment Banking: Mergers & Acquisitions and Equity Capital Markets Summer 2025 Intern
New York, NY Job
General information Entity About Crédit Agricole Corporate and Investment Bank (Crédit Agricole CIB) Crédit Agricole CIB is the corporate and investment banking arm of Crédit Agricole Group, the 10th largest banking group worldwide in terms of balance sheet size (The Banker, July 2022).
8,600 employees in more than 30 countries across Europe, the Americas, Asia-Pacific, the Middle-East and North Africa, support the Bank's clients, meeting their financial needs throughout the world.
Crédit Agricole CIB offers its large corporate and institutional clients a range of products and services in capital market activities, investment banking, structured finance, commercial banking and international trade.
The Bank is a pioneer in the area of climate finance, and is currently a market leader in this segment with a complete offer for all its clients.
For more information, please visit **************
Twitter: **************************
LinkedIn: *****************************************************
By working every day in the interest of society, we are a group committed to diversity and inclusion. All our positions are open to people with disabilities. Reference 2024-92312 Update date 09/09/2024 Business type
Types of Jobs - Corporate & Investment Banking
Job title
Global Investment Banking: Mergers & Acquisitions and Equity Capital Markets Summer 2025 Intern
Contract type
Internship/Trainee
Term (in months)
3
Expected start date
09/06/2025
Management position
No
Job summary
Credit Agricole CIB Americas is currently looking for interns for its GIB New York Office. As an intern, you will work on a variety of transactions and take on significant responsibilities. You will have the opportunity to be involved on a wide range of organizations and play an important role in the team's day to day activity. You will work on the origination and execution of Mergers & Acquisitions (M&A) and Equity Capital Markets (ECM) transactions.
Within the M&A team, you will be involved on a wide range of cross-border transactions including mergers, acquisitions, divestitures, joint ventures, corporate restructurings, demergers and leveraged buyouts, for regional and international clients.
In addition, you will assist the ECM team in advising, structuring and executing a range of equity and equity-linked offerings, including IPOs, follow-ons, ATMs, convertible bonds, share repurchases, for major corporations looking to access the public markets.
Job Responsibilities
Assisting in the origination and execution of all ECM and M&A transactions across all industry sectors
Preparing pitch book presentations for companies on topics including company valuation and financial analyses, equity and equity-linked alternatives, strategic transactions, capital allocation, among others
Supporting analysts and associates in the creation of financial models
Conducting strategic analysis / industry research
Building company profiles
Drafting memoranda, proposals, and other written documents
You will be working on a daily basis with our Sector teams located in Paris, and with our coverage teams across the U.S., Europe and South America.
Supplementary Information
About Credit Agricole
Credit Agricole CIB, the Corporate & Investment Banking Arm of the Credit Agricole group, specializes in the businesses of capital markets and investment and corporate banking.
Credit Agricole CIB in 1 Click
Credit Agricole CIB is the Corporate and Investment Banking arm of the Credit Agricole Group, the 10th largest banking group worldwide in terms of balance sheet size (The Banker, 2022). The Bank offers its clients a broad range of products and services in capital markets, investment banking, structured finance and corporate banking.
The CIB Arm of the Group
As the No. 1 retail bank in France, Credit Agricole is the leading financial partner of the French economy and one of the largest retail banks in Europe. Its ambition: to create a world-class European leader in banking and insurance, in accordance with the principles of the United Nations Global Compact.
Geographical area
America, United States Of America
City
NEW YORK Candidate criteria Minimal education level
Bachelor Degree / BSc Degree or equivalent
Academic qualification / Speciality
Minimal Qualifications
You are eligible to work in the United States for any employer
You will not require visa sponsorship now or in the future
You are in the penultimate year of your undergraduate studies, graduating between December 2025 - May 2026
Level of minimal experience
0-2 years
Experience
Preferred Qualifications
A previous experience in Corporate Finance/ Investment Banking (preferably M&A) is required
Strong analytical and financial skills
Advanced level in Excel and PowerPoint
Attention to detail and ability to work under short deadlines
Excellent interpersonal and communication skills
Languages
English
Associate, Leveraged Finance, Middle Market Healthcare Banking
New York Job
Do you want your voice heard and your actions to count?
Discover your opportunity with Mitsubishi UFJ Financial Group (MUFG), one of the world's leading financial groups. Across the globe, we're 120,000 colleagues, striving to make a difference for every client, organization, and community we serve. We stand for our values, building long-term relationships, serving society, and fostering shared and sustainable growth for a better world.
With a vision to be the world's most trusted financial group, it's part of our culture to put people first, listen to new and diverse ideas and collaborate toward greater innovation, speed and agility. This means investing in talent, technologies, and tools that empower you to own your career.
Join MUFG, where being inspired is expected and making a meaningful impact is rewarded.
The selected colleague will work at an MUFG office or client sites four days per week and work remotely one day. A member of our recruitment team will provide more details.
Job Summary
We're seeking an Associate who will be part of MUFG's Global Corporate & Investment Bank. You will focus on underwriting and portfolio management for private equity sponsor-backed and corporate middle market clients in the Healthcare vertical.
As an Associate you will be a corporate finance professional supporting a dedicated Middle Market Healthcare team in underwriting new debt transactions, follow-on financings for portfolio accounts, and monitoring portfolio account performance for potential upgrades, downgrades and credit deterioration with the goal of maximizing net income and reducing credit costs.
Responsibilities
Underwriting Solutions:
Work closely with a deal team comprised of other members of the Middle Market Healthcare group and cross functional product / coverage groups supporting senior underwriters in the new deal process.
Assist senior underwriters in the due diligence of leveraged buyout (“LBO”), merger and acquisition (“M&A”), and other financing opportunities.
Construct detailed financial models (base and downside cases) to project go-forward business performance, credit statistics, and debt repayment capacity of new and existing clients.
Assist senior underwriters with detailed credit application memo write-ups that include transaction overviews, credit structures, company profiles, industry analyses, risks and mitigants, historical operating performance, projections, enterprise valuation analyses and other regulatory requirements in accordance with internal policies.
Participate in client, sponsor and bank meetings as necessary
Support the senior underwriter in communicating and collaborating with credit officers for transaction approval, including final hold level strategies to ensure alignment of risk strategy and policy.
Assist with deal closing process and legal documentation.
Portfolio Management:
Support the management of clients within Middle Market Healthcare loan portfolio including regularly scheduled evaluation of performance.
Responsible for the coordination and communication of portfolio account information across various constituencies throughout the organization
Understand and track Healthcare industry trends and current events for covered portfolio accounts utilizing internal / external sources
Attend Relationship Manager (“RM”) customer meetings when appropriate.
Evaluate and establish appropriate internal and regulatory ratings for transactions.
Ensure compliance with policy and regulatory requirements (e.g., ACR, AOA, FSA, OCC and FRB).
Participate in special projects as applicable.
Skills & Experience
Bachelor's degree, a CFA is an asset
3-5 years of experience within a financial institution (analyzing corporate clients' risk and credit profiles), accounting firm or rating agency
Completion of formal credit-training program at a money center bank is an asset
Strong financial spreading/analysis and modeling skills required
Strong written, verbal and interpersonal skills
Microsoft Word, PowerPoint and Excel proficiency
Able to work independently, demonstrate appropriate time management skills, and manage multiple assignments
The typical base pay range for this role is between $120k - 155k depending on job-related knowledge, skills, experience and location. This role may also be eligible for certain discretionary performance-based bonus and/or incentive compensation. Additionally, our Total Rewards program provides colleagues with a competitive benefits package (in accordance with the eligibility requirements and respective terms of each) that includes comprehensive health and wellness benefits, retirement plans, educational assistance and training programs, income replacement for qualified employees with disabilities, paid maternity and parental bonding leave, and paid vacation, sick days, and holidays. For more information on our Total Rewards package, please click the link below.
MUFG Benefits Summary
We will consider for employment all qualified applicants, including those with criminal histories, in a manner consistent with the requirements of applicable state and local laws (including (i) the San Francisco Fair Chance Ordinance, (ii) the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, (iii) the Los Angeles County Fair Chance Ordinance, and (iv) the California Fair Chance Act) to the extent that (a) an applicant is not subject to a statutory disqualification pursuant to Section 3(a)(39) of the Securities and Exchange Act of 1934 or Section 8a(2) or 8a(3) of the Commodity Exchange Act, and (b) they do not conflict with the background screening requirements of the Financial Industry Regulatory Authority (FINRA) and the National Futures Association (NFA). The major responsibilities listed above are the material job duties of this role for which the Company reasonably believes that criminal history may have a direct, adverse and negative relationship potentially resulting in the withdrawal of conditional offer of employment, if any.The above statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities duties and skills required of personnel so classified.We are proud to be an Equal Opportunity Employer and committed to leveraging the diverse backgrounds, perspectives and experience of our workforce to create opportunities for our colleagues and our business. We do not discriminate on the basis of race, color, national origin, religion, gender expression, gender identity, sex, age, ancestry, marital status, protected veteran and military status, disability, medical condition, sexual orientation, genetic information, or any other status of an individual or that individual's associates or relatives that is protected under applicable federal, state, or local law.
The Municipal Fixed Income team at Neuberger Berman is looking to hire a Trader to join its team at the firm's headquarters in New York. The candidate will coordinate with Portfolio Managers and interface directly with dealers to execute municipal bond trades in both the primary and secondary markets on behalf of separately managed accounts. The candidate must have a demonstrated ability to multi-task and operate decisively under pressure. The candidate must also have strong communication skills and be able to build and maintain internal and external relationships. In addition to managing the daily market flow, the candidate will be expected to collaborate across teams internally to resolve issues and help drive efficiencies within our investment process. The role presents an exciting opportunity to contribute, learn, and grow within an experienced investment team at Neuberger Berman.
Primary Responsibilities:
Negotiate and execute municipal bond trades
Maintain consistent communication with Portfolio Managers and promptly respond to ad-hoc requests
Diligently monitor market dynamics and leverage dealer relationships to gather market color and help identify investment opportunities
Embrace team-first culture and proactively assist investment team as needed
Collaborate with operations, middle office, and technology to ensure current trading process integrity while continually pursuing innovative solutions
Experience & Skills Qualifications:
2+ years of relevant experience in fixed income trading, sales, or investment management, preferably within municipals
Passion for and interest in financial markets, investments, and macro environment
Bachelor's degree, preferably within a quantitative field such as finance, economics, mathematics, or computer science
Knowledge of other fixed income markets a plus
Understanding of regulatory requirements and market etiquette
Proficiency with Bloomberg Terminal and Microsoft Office
Familiarity with Charles River and Perform a plus
Series 7, 55 & 66 (63 & 65 equivalent) licenses
Compensation Details
The salary range for this role is $90,000-$125,000. This is the lowest to highest salary we in good faith believe we would pay for this role at the time of this posting. We may ultimately pay more or less than the posted range, and the range may be modified in the future. This range is only applicable for jobs to be performed in New York City. An employee's pay position within the salary range will be based on several factors including, but limited to, relevant education, qualifications, certifications, experience, skills, seniority, geographic location, performance, shift, travel requirements, sales or revenue-based metrics, any collective bargaining agreements, and business or organizational needs.Note: No amount of pay is considered to be wages or compensation until such amount is earned, vested, and determinable. The amount and availability of any bonus, commission, production, or any other form of compensation that are allocable to a particular employee remains in the Company's sole discretion unless and until paid and may be modified at the Company's sole discretion, consistent with the law.
Neuberger Berman is an equal opportunity/affirmative action employer. The Firm and its affiliates do not discriminate in employment because of race, creed, national origin, religion, age, color, sex, marital status, sexual orientation, gender identity, disability, citizenship status or protected veteran status, or any other characteristic protected by local, state, or federal laws, rules, or regulations. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact onlineaccommodations@nb.com.
Learn about the Applicant Privacy Notice.
Commercial Loan Closer
IDB Bank Job In New York, NY
For more than 70 years, IDB Bank has made it our mission to be the best bank for our clients by putting their needs first, and the success we've enjoyed fundamentally comes down to our people. Here at IDB, you'll work side by side with some of the most talented professionals in the industry who share a strong sense of teamwork and a passion for providing exceptional service down to the smallest detail. We offer a comprehensive benefits package that includes generous paid time off and the ability to participate in our medical coverage and 401(k) plan on your very first day with us. We are also committed to diversity and inclusion, and to providing all of our team members with an equal opportunity to succeed and make meaningful contributions within a work environment that is respectful, welcoming and inclusive.
Job Description
We are seeking a
dynamic Closer
who excels in communication and closing management to ensure the accurate and timely closing of commercial loans. The ideal candidate will coordinate with various departments, manage the closing process using Salesforce, and facilitate seamless collaboration among all parties and clients to achieve smooth loan closings. This role demands a proactive individual who can lead the closing process, maintain strong relationships, and ensure compliance with bank policies and regulatory requirements.
Key Responsibilities:
Project Manage Closings:
Lead and oversee the entire closing process for commercial loans, ensuring all tasks are completed efficiently and effectively.
Prepare and Review Documents:
Prepare and meticulously review closing documents for commercial loans, including CRE, Construction, C&I, and unsecured lines of credit.
Coordinate Across Departments:
Work closely with bankers, underwriting, legal, operation, and other departments to ensure all conditions are met prior to closing.
Manage Title Reports:
Independently review preliminary title reports, resolve any issues, and request the appropriate endorsements for the final policy.
Facilitate Communication:
Act as a point of contact for borrowers, bankers and third parties, ensuring clear and consistent communication to facilitate smooth loan closings.
Ensure Documentation Accuracy:
Verify that all loan documentation is complete, accurate, and complies with regulatory requirements and internal policies.
Maintain Closing Calendar:
Manage the closing calendar, schedule closing dates, and ensure all stakeholders are informed and prepared.
Conduct Final Reviews:
Perform final reviews and quality checks on closing packages to ensure completeness and accuracy.
Utilize Salesforce:
Leverage computer skills, particularly proficiency in Salesforce, to manage and track the closing process efficiently.
Resolve Issues:
Address and resolve any issues that arise during the closing process promptly to prevent delays.
Maintain Records:
Keep accurate records of closed loans and update loan management systems accordingly.
#LI-Hybrid
Qualifications
Education:
Bachelor's degree in finance, business administration, or a related field.
Experience:
Minimum 5 years of experience in commercial loan closing.
Technical Skills:
Proficient in Salesforce and other relevant computer applications used in loan management.
Knowledge:
Strong understanding of commercial loan products and closing procedures.
Skills:
Excellent organizational and project management abilities.
Superior communication skills, both verbal and written.
Strong problem-solving capabilities.
Ability to manage multiple tasks and meet tight deadlines.
Preferred Qualifications
:
- Paralegal certification or related legal background.
Compensation:
The expected annual salary for this position is between $85,000 - $110,000 at the start of employment. A salary offer is determined on an individualized basis, taking into consideration factors such as an individual's skills and experience. In addition to base salary, our total rewards package also includes eligibility for an annual bonus, medical, pharmacy, dental, and vision plans, life and disability insurance, employee wellness program, retirement and savings plans with employer contributions, generous holiday and paid time off schedules, parental leave, and tuition reimbursement.
Additional Information
The Bank will make reasonable accommodations to the following employees to allow them to perform the essential functions of their position, except where doing so would result in undue hardship to the Bank:
Those with a known mental or physical disability.
Pregnant individuals and/or individuals with pregnancy or childbirth-related medical conditions.
Victims of domestic violence, sex offenses or stalking.
Employees with religious observance and practice obligations.
Any employee who believes he or she needs an accommodation for any of the above reasons should contact their supervisor or a member of Human Resources to request such an accommodation. In each case, the Bank will engage in a good faith written or oral dialogue concerning the individual's accommodation needs; potential accommodations that may address the individual's accommodation needs, including alternatives to a requested accommodation; and the difficulties that such potential accommodations may pose for the employer.
The Bank retains the ultimate discretion to choose the appropriate reasonable accommodation. Upon reaching a final determination at the conclusion of the cooperative dialogue, the Bank will provide the requesting individual with a written final determination identifying any accommodation granted or denied. In addition, the Bank will maintain any information regarding the employee's request and status in the strictest confidence, except as requested by the employee, as required on a need-to-know basis or as otherwise required by law.
Disclaimer
The above statements are intended to describe the general nature and level of work being performed by people assigned to this classification. They are not to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified. All personnel may be required to perform duties outside of their normal responsibilities from time to time, as needed.
All your information will be kept confidential according to EEO guidelines.
IDB BANK, INCLUDING ITS SUBSIDIARIES AND DIVISIONS, PROVIDES EQUAL EMPLOYMENT OPPORTUNITIES TO ALL EMPLOYEES AND APPLICANTS FOR EMPLOYMENT WITHOUT REGARD TO RACE, COLOR, RELIGION, SEX, SEXUAL ORIENTATION, NATIONAL ORIGIN, AGE, DISABILITY, GENETIC STATUS, CITIZENSHIP STATUS, MARITAL STATUS, MILITARY OR VETERAN STATUS, CURRENT UNEMPLOYMENT OR ANY OTHER LEGALLY PROTECTED CATEGORY IN ACCORDANCE WITH APPLICABLE FEDERAL, STATE AND LOCAL LAW. NOTHING IN THIS SITE CONSTITUTES A PROMISE OR OFFER OF EMPLOYMENT.
IDB BANK, INCLUDING ITS SUBSIDIARIES AND DIVISIONS, PROVIDES EQUAL EMPLOYMENT OPPORTUNITIES TO ALL EMPLOYEES AND APPLICANTS FOR EMPLOYMENT WITHOUT REGARD TO RACE, COLOR, RELIGION, SEX, SEXUAL ORIENTATION, NATIONAL ORIGIN, AGE, DISABILITY, GENETIC STATUS, CITIZENSHIP STATUS, MARITAL STATUS, MILITARY OR VETERAN STATUS, CURRENT UNEMPLOYMENT OR ANY OTHER LEGALLY PROTECTED CATEGORY IN ACCORDANCE WITH APPLICABLE FEDERAL, STATE AND LOCAL LAW. NOTHING IN THIS SITE CONSTITUTES A PROMISE OR OFFER OF EMPLOYMENT.
Credit Research Analyst
New York, NY Job
PIMCO is a global leader in active fixed income with deep expertise across public and private markets. We invest our clients' capital across a range of fixed income and credit opportunities, leveraging our decades of experience navigating complex debt markets. Our flexible capital base and deep relationships with issuers have helped us become one of the world's largest providers of traditional and nontraditional solutions for companies that need financing and investors who seek strong risk-adjusted returns.
Since 1971, our people have shaped our organization through a high-performance inclusive culture, in which we celebrate diverse thinking. We invest in our people and strive to imprint our CORE values of Collaboration, Openness, Responsibility and Excellence. We believe each of us is here to help others succeed and this has led to PIMCO being recognized as an innovator, industry thought leader and trusted advisor to our clients.
JOB DESCRIPTION
We are seeking an experienced Credit Research Analyst to work in our New York office. This analyst will cover Investment Grade and High Yield Emerging Market subsectors as a generalist. Credit Research Analysts analyze various industries and the companies within them and make investment recommendations to PIMCO's portfolio managers located in all of our global offices. They also provide analytical support for the firm's portfolio managers by highlighting risks and making investment recommendations on specific companies.
RESPONSIBILITIES
* Provide fundamental and relative value research on existing holdings and generate credit driven investment ideas specific to the sector
* Actively communicate investment ideas by initiating discussions with portfolio managers and participating in group meetings
* Understanding the macro/regional environment and having the ability to translate into model assumptions
* Support global desks on LatAm specific developments
* Produce written reports such as company evaluations and quarterly updates, relative value analyses, and industry reviews.
* Respond to portfolio manager inquiries regarding credit concerns, market overviews, and sector changes
* Interaction with clients or client service professionals
REQUIREMENTS
* Must have a minimum of 5 years work experience in the area of credit/equities research, either on the buy or sell side, hedge funds, investment banking or DCM
* Strong, in-depth knowledge of local markets and companies
* Completed MBA degree or CFA is a plus
* Strong financial modeling experience is a must
* Prior experience in either high yield or investment grade preferred
* Ability to contribute to first-hand corporate analysis, including on-site visits, financial modeling, and relative value analysis. Proven ability to make judgments regarding credit, risk and valuation
* Proactive in generating successful investment ideas. Ability to take the lead in advocating investment ideas to portfolio managers rather than relying on external direction
* Good communicator; strong written and oral presentation abilities. Must be persuasive and credible
* Values seeing one's investment ideas added to investment portfolios and enjoys credit analysis as a long-term career
* Strong academic credentials and achievements
* Ability to collaborate and work well with others on the credit research team
BENEFITS
PIMCO is committed to offering a comprehensive portfolio of employee benefits designed to support the health and wellbeing of you and your family. Benefits vary by location but may include:
* Medical, dental, and vision coverage
* Life insurance and travel coverage
* 401(k) (defined contribution) retirement savings, retirement plan, pension contribution from your first day of employment
* Work/life programs such as flexible work arrangements, parental leave and support, employee assistance plan, commuter benefits, health club discounts, and educational/CFA certification reimbursement programs
* Community involvement opportunities with The PIMCO Foundation in each PIMCO office
PIMCO follows a total compensation approach when rewarding employees which includes a base salary and a discretionary bonus. Base salary is the fixed component of compensation that is determined by core job responsibilities, relevant experience, internal level, and market factors. The discretionary bonus is used to award performance and therefore is determined by company, business, team, and individual performance.
Salary Range: $ 205,000.00 - $ 240,000.00
Equal Employment Opportunity and Affirmative Action Statement
PIMCO recruits and hires qualified candidates without regard to race, national origin, ancestry, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), sexual orientation, gender (including gender identity and expression), age, military or veteran status, disability (physical or mental), any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other basis such as medical condition, or marital status under applicable laws.
Applicants with Disabilities
PIMCO is an Equal Employment Opportunity/Affirmative Action employer. We provide reasonable accommodation for qualified individuals with disabilities, including veterans, in job application procedures. If you have any difficulty using our online system due to a disability and you would like to request an accommodation, you may contact us at ************ and leave a message. This is a dedicated line designed exclusively to assist job seekers with disabilities to apply online. Only messages left for this purpose will be considered. A response to your request may take up to two business days.
Data Governance Senior Analyst
IDB Bank Job In New York, NY
For more than 70 years, IDB Bank has made it our mission to be the best bank for our clients by putting their needs first, and the success we've enjoyed fundamentally comes down to our people. Here at IDB, you'll work side by side with some of the most talented professionals in the industry who share a strong sense of teamwork and a passion for providing exceptional service down to the smallest detail. We offer a comprehensive benefits package that includes generous paid time off and the ability to participate in our medical coverage and 401(k) plan on your very first day with us. We are also committed to diversity and inclusion, and to providing all of our team members with an equal opportunity to succeed and make meaningful contributions within a work environment that is respectful, welcoming and inclusive.
Job Description
We are looking for a seasoned Data Governance Steward at the AVP level to lead our enterprise-wide data governance initiatives. The successful candidate will oversee the implementation of data governance frameworks, drive data quality improvements, and manage stakeholder relationships to ensure the bank's data assets are governed effectively and aligned with business objectives.
Key Responsibilities
• Contribute to the design, implementation, and maintenance of the bank's data governance framework, ensuring alignment with regulatory requirements and business goals.
• Develop and enforce data governance policies, standards, and processes across the organization.
• Oversee the establishment of data stewardship and data ownership roles, ensuring clarity in data accountability and responsibilities.
• Lead domain specific data quality management efforts, including data profiling, monitoring, and issue resolution.
• Work closely with senior management and business units to identify and prioritize data governance initiatives.
• Manage a team of data stewards, providing guidance, coaching, and professional development.
• Drive the adoption of data governance tools and technologies, ensuring efficient and scalable data governance practices.
• Serve as a key point of contact for regulatory and compliance teams regarding data governance matters.
Qualifications
Bachelor's degree in Information Systems, Data Management, Business, or related field. Advanced degree preferred.
• 5+ years of experience in data governance, data management, or related field, with at least 3 years in a leadership role within the financial services industry.
• Deep knowledge of data governance frameworks, data quality management, metadata management, and master data management (MDM).
• Proven leadership skills with the ability to influence and drive change across a complex organization.
• Strong communication, negotiation, and stakeholder management abilities.
• Experience with data governance platforms (e.g., Collibra, Informatica, Microsoft Purview) and enterprise data management solutions.
• Familiarity with banking regulations (e.g., BCBS 239, GDPR) and compliance requirements.
Compensation
The expected annual salary for this position is between $100,000 and $130,000 at the start of employment. A salary offer is determined on an individualized basis, taking into consideration factors such as an individual's skills and experience. In addition to base salary, our total rewards package also includes eligibility for an annual bonus, medical, pharmacy, dental, and vision plans, life and disability insurance, employee wellness program, retirement and savings plans with employer contributions, generous holiday and paid time off schedules, parental leave, and tuition reimbursement.
Additional Information
Disclaimer
The above statements are intended to describe the general nature and level of work being performed by people assigned to this classification. They are not to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified. All personnel may be required to perform duties outside of their normal responsibilities from time to time, as needed.
All your information will be kept confidential according to EEO guidelines.
The Bank will make reasonable accommodations to the following employees to allow them to perform the essential functions of their position, except where doing so would result in undue hardship to the Bank:
Those with a known mental or physical disability.
Pregnant individuals and/or individuals with pregnancy or childbirth-related medical conditions.
Victims of domestic violence, sex offenses or stalking.
Employees with religious observance and practice obligations.
Any employee who believes he or she needs an accommodation for any of the above reasons should contact their supervisor or a member of Human Resources to request such an accommodation. In each case, the Bank will engage in a good faith written or oral dialogue concerning the individual's accommodation needs; potential accommodations that may address the individual's accommodation needs, including alternatives to a requested accommodation; and the difficulties that such potential accommodations may pose for the employer.
The Bank retains the ultimate discretion to choose the appropriate reasonable accommodation. Upon reaching a final determination at the conclusion of the cooperative dialogue, the Bank will provide the requesting individual with a written final determination identifying any accommodation granted or denied. In addition, the Bank will maintain any information regarding the employee's request and status in the strictest confidence, except as requested by the employee, as required on a need-to-know basis or as otherwise required by law.
Due to COVID-19, we are now operating on a hybrid schedule. We value the safety of our employees because we're all in this together.
NO AGENCIES PLEASE.
IDB BANK, INCLUDING ITS SUBSIDIARIES AND DIVISIONS, PROVIDES EQUAL EMPLOYMENT OPPORTUNITIES TO ALL EMPLOYEES AND APPLICANTS FOR EMPLOYMENT WITHOUT REGARD TO RACE, COLOR, RELIGION, SEX, SEXUAL ORIENTATION, NATIONAL ORIGIN, AGE, DISABILITY, GENETIC STATUS, CITIZENSHIP STATUS, MARITAL STATUS, MILITARY OR VETERAN STATUS, CURRENT UNEMPLOYMENT OR ANY OTHER LEGALLY PROTECTED CATEGORY IN ACCORDANCE WITH APPLICABLE FEDERAL, STATE AND LOCAL LAW. NOTHING IN THIS SITE CONSTITUTES A PROMISE OR OFFER OF EMPLOYMENT.
Residential and Consumer Loans, Asset Management and Securitization
New York Job
PIMCO is a global leader in active fixed income with deep expertise across public and private markets. We invest our clients' capital across a range of fixed income and credit opportunities, leveraging our decades of experience navigating complex debt markets. Our flexible capital base and deep relationships with issuers have helped us become one of the world's largest providers of traditional and nontraditional solutions for companies that need financing and investors who seek strong risk-adjusted returns.
Since 1971, our people have shaped our organization through a high-performance inclusive culture, in which we celebrate diverse thinking. We invest in our people and strive to imprint our CORE values of Collaboration, Openness, Responsibility and Excellence. We believe each of us is here to help others succeed and this has led to PIMCO being recognized as an innovator, industry thought leader and trusted advisor to our clients.
Position Description
This position will play a critical and central role in supporting the smooth operation of the investment performance for the US Residential Mortgage Credit, Special Situations and Insurance Solutions Desks with respect to our Alternatives Portfolio Management.
Responsibilities
Manage RMBS and ABS securitization programs with Rating Agencies, Investment Banks and Syndicate Investors. Provide program leadership for structuring, pricing and placing Bravo and Non-Bravo program new issues.
Support internal PM teams for non-Bravo securitization processes where public funds are investing in loan portfolios. Coordinate deal parties and drive efficiencies through robust management of all transaction participants.
Drive investment returns for various private side investment funds by working closely with Portfolio Managers throughout the investment life cycle
Establish Asset Management reporting and performance tracking responsibilities with SSG & Resi Mortgage Credit PM teams for all relevant portfolio sub-sectors
Provide oversight, management, training and performance for US Based team of analysts
Assist Desk PMs in production and review of quarterly Origination and Asset Management reporting
Produce Quarterly portfolio reviews and coordinate performance review meetings
Evaluate Counterparty risk and incorporate contractual obligations for third party servicers, trustees and other service providers to the funds
Liaison with PM and all relevant internal support teams to ensure all internal processes are completed during the investment life cycle
Responding to ad-hoc requests from Portfolio Management and other groups, as necessary
Position Requirements
5-7 years of experience; strong, relevant industry contacts with Resi Mortgage and Consumer platforms
Fixed Income technical skills and experience in a buy or sell side trading business preferred
Residential Mortgage and consumer loan origination, servicing and asset management experience a plus
Compliance related experience and/or legal background a plus
Strong relationship skills and proven ability to build strong relationships with Portfolio Managers
Well-refined communications skills. Can articulate ideas and strategies clearly, both verbally and in writing.
Outstanding analytical skills.
Proven ability to operate efficiently in a high-pressure environment.
Position Development Value
Extensive exposure to senior industry experts within Portfolio Management and across other functional areas of the firm
A broad range of opportunities to collaborate with talented colleagues
Learning environment focused on key buy-side portfolio risk and return principles
Constructive feedback to foster career growth in addition to a formal annual review process
PIMCO follows a total compensation approach when rewarding employees which includes a base salary and a discretionary bonus. Base salary is the fixed component of compensation that is determined by core job responsibilities, relevant experience, internal level, and market factors. The discretionary bonus is used to award performance and therefore is determined by company, business, team, and individual performance.
Salary Range: $ 195,000.00 - $ 240,000.00
Equal Employment Opportunity and Affirmative Action Statement
PIMCO recruits and hires qualified candidates without regard to race, national origin, ancestry, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), sexual orientation, gender (including gender identity and expression), age, military or veteran status, disability (physical or mental), any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other basis such as medical condition, or marital status under applicable laws.
Applicants with Disabilities
PIMCO is an Equal Employment Opportunity/Affirmative Action employer. We provide reasonable accommodation for qualified individuals with disabilities, including veterans, in job application procedures. If you have any difficulty using our online system due to a disability and you would like to request an accommodation, you may contact us at ************ and leave a message. This is a dedicated line designed exclusively to assist job seekers with disabilities to apply online. Only messages left for this purpose will be considered. A response to your request may take up to two business days.
Compensation Manager
New York, NY Job
PIMCO is a global leader in active fixed income with deep expertise across public and private markets. We invest our clients' capital across a range of fixed income and credit opportunities, leveraging our decades of experience navigating complex debt markets. Our flexible capital base and deep relationships with issuers have helped us become one of the world's largest providers of traditional and nontraditional solutions for companies that need financing and investors who seek strong risk-adjusted returns.
Since 1971, our people have shaped our organization through a high-performance inclusive culture, in which we celebrate diverse thinking. We invest in our people and strive to imprint our CORE values of Collaboration, Openness, Responsibility and Excellence. We believe each of us is here to help others succeed and this has led to PIMCO being recognized as an innovator, industry thought leader and trusted advisor to our clients.
Position Description
We are seeking a hardworking and motivated Compensation Manager to join our Total Rewards team.
In this role, you will support the strategy development, design, implementation, administration, and governance of compensation programs for all our PIMCO businesses. As a Compensation Consultant, you will provide analytical and consultative support and ensure all programs align with corporate objectives, effectively attract, reward, and retain talent, and fully comply with local legal and regulatory requirements. This is a highly analytical and collaborative opportunity where you will be a valued partner in providing critical data analysis and recommendations for business groups, HR, and other cross-functional teams supporting our core compensation processes.
Location
New York, NY or Newport Beach, CA.
About You
If the following qualities resonate with you, we encourage you to apply for this exciting opportunity. At PIMCO, we offer a dynamic work environment where you will have the chance to make a meaningful impact:
* Exceptional Organizational Skills and Resourcefulness: You excel in managing multiple projects with outstanding organizational and project management abilities. Your critical thinking skills enable you to solve complex problems creatively and resourcefully. You are self-motivated, committed to excellence, and demonstrate strong attention to detail, along with excellent interpersonal and communication skills.
* Adaptability and Collaboration: You thrive in dynamic, fast-paced environments, adept at navigating shifting priorities and ambiguity. Collaboration is key to your approach, as you build positive relationships and work effectively across diverse teams. Your emotional intelligence, adaptability, and resilience equip you to manage unstructured processes and demanding responsibilities successfully.
* Integrity and Continuous Learning: Your actions reflect high ethical standards and integrity, earning you credibility and trust. As an intellectually curious individual, you are dedicated to professional development and staying abreast of industry trends.
Responsibilities
The key responsibilities include, but are not limited to:
* Become a subject matter expert in compensation-related HR processes, leveraging knowledge and data to analyze trends, enhance process efficiencies, and drive informed improvements.
* Provide data analysis and consultative support for the design and implementation of compensation programs that are corporately aligned, locally relevant, and compliant with applicable regulations.
* Support the management of PIMCO's compensation strategy to align with global objectives, motivate performance, and attract and retain high-performing talent while ensuring fiscal responsibility.
* Execute core corporate compensation processes, including job architecture, compensation structure design and maintenance, merit and incentive planning, market analysis, strategic hire offers, and governance of variable pay programs.
* Contribute to cyclical exercises such as job matching for market data, monthly budget vs. forecast reporting, and the annual pay review process.
* Partner with Business Leaders to manage compensation expenses in alignment with their people strategy.
* Propose compensation packages for new hires and assist Business Leaders with year-end compensation decisions.
* Support communication and education programs related to compensation to enhance employee understanding.
* Analyze and provide recommendations to resolve compensation-related issues.
* Monitor local market trends to ensure compensation programs remain competitive and responsive to corporate and local business needs.
* Stay updated on compensation trends and assess the effectiveness of existing policies, recommending revisions to support strategic objectives and evolving external requirements.
* Provide process management and actionable analytics for core compensation processes.
* Maintain and support internal compensation-related tools.
* Actively participate in enhancing the year-end compensation system, ensuring accurate information maintenance and auditing during the year-end review process.
Qualifications
* Bachelor's Degree in Business Administration, Finance, Human Resources, or a related field.
* 3-7 years of compensation experience, preferably in the Financial Services or Asset Management/Investment Management industry.
* At least three years of experience managing or supporting a year-end compensation process required.
* Intermediate to advanced Excel skills required.
* Strong analytical and process execution skills.
* Experience facilitating change in a dynamic, multi-business, global environment.
* Experience with Workday and/or beqom preferred.
PIMCO follows a total compensation approach when rewarding employees which includes a base salary and a discretionary bonus. Base salary is the fixed component of compensation that is determined by core job responsibilities, relevant experience, internal level, and market factors. The discretionary bonus is used to award performance and therefore is determined by company, business, team, and individual performance.
Salary Range: $ 145,500.00 - $ 168,000.00
Equal Employment Opportunity and Affirmative Action Statement
PIMCO recruits and hires qualified candidates without regard to race, national origin, ancestry, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), sexual orientation, gender (including gender identity and expression), age, military or veteran status, disability (physical or mental), any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other basis such as medical condition, or marital status under applicable laws.
Applicants with Disabilities
PIMCO is an Equal Employment Opportunity/Affirmative Action employer. We provide reasonable accommodation for qualified individuals with disabilities, including veterans, in job application procedures. If you have any difficulty using our online system due to a disability and you would like to request an accommodation, you may contact us at ************ and leave a message. This is a dedicated line designed exclusively to assist job seekers with disabilities to apply online. Only messages left for this purpose will be considered. A response to your request may take up to two business days.
Client Advisory Specialist
New York, NY Job
As part of the newly created Client Advisory Specialist team, the Client Advisory Specialist will act as a multi-territory coordinator partnering with external field coverage, sales leadership, intermediary specialist teams and the home office relationship group. Primary functions will include efficiently segmenting and driving advisor/COI engagement while helping to optimize external territory sales coverage and deliver the overall client experience.
**Responsibilities**
+ Partner with Advisor Consultants to maximize overall sales/fundraising efficiency and deliver an excellent client experience
+ Embrace data and field knowledge to optimize and scale territory coverage
+ Support the coverage of territory COIs with a focus on strategic relationship building and increasing brand awareness
+ Partner with home office coverage to prioritize and align NB's initiatives across advisor segments (e.g., PWM, private bank)
+ Scale the allocation of firm resources with a focus on optimizing leverage (specifically specialists and firm leadership, as appropriate)
+ Professionally manage the territory sales pipeline in partnership with Advisor Consultants; partner on client segmentation and lead generation optimization
+ Build FA relationships through follow-ups and a consistent engagement process
+ Primarily engage with clients remotely with the potential for in-territory travel
+ Partner with leadership around marketing and product feedback loops
**Qualifications**
+ Minimum five years' experience in intermediary distribution; for example, FA engagement, home office coverage/support, and/or hybrid or external client coverage
+ Excellent interpersonal and communication skills; ability to thrive in a fast-paced, collaborative environment
+ Strong analytical and organizational skills and attention to detail; ability to prioritize projects and create and utilize a strong client management process
+ Strong commercial and analytical skills; ability to use, structure, and interpret data at a strategic level
+ Demonstrable leadership capabilities and a self-starter mindset
+ Ability to coordinate client engagement across multiple territories, and help manage relationships across various roles and seniority levels including advisors and COIs
+ Self-motivator and team-oriented
+ CFA, CAIA, or graduate degree (MBA, MS, etc.) preferred
+ Series 7, 63, 24, 65, or 66 (or obtained within 6 months of hire)
\#LI-JG3
\#LI-Hybrid
Compensation Details
The salary range for this role is $180,000-$195,000. This is the lowest to highest salary we in good faith believe we would pay for this role at the time of this posting. We may ultimately pay more or less than the posted range, and the range may be modified in the future. This range is only applicable for jobs to be performed in New York City. An employee's pay position within the salary range will be based on several factors including, but limited to, relevant education, qualifications, certifications, experience, skills, seniority, geographic location, performance, shift, travel requirements, sales or revenue-based metrics, any collective bargaining agreements, and business or organizational needs. This job is also eligible for a discretionary bonus. We offer a comprehensive package of benefits including paid time off, medical/dental/vision insurance, 401(k), life insurance and other benefits to eligible employees.
**Note: No amount of pay is considered to be wages or compensation until such amount is earned, vested, and determinable. The amount and availability of any bonus, commission, production, or any other form of compensation that are allocable to a particular employee remains in the Company's sole discretion unless and until paid and may be modified at the Company's sole discretion, consistent with the law.**
_Neuberger Berman is an equal_ _opportunity/affirmative_ _action employer. The Firm and its affiliates do not discriminate in employment because of race, creed, national origin, religion, age, color, sex, marital status, sexual orientation, gender identity, disability, citizenship status or protected veteran status, or any other characteristic protected by local, state, or federal laws, rules, or regulations. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact_ _onlineaccommodations@nb.com_ _._
_Learn about the Applicant Privacy Notice (******************************************************* ._
Founded in 1939, Neuberger Berman is a private, independent, employee-owned investment manager. From offices in 39 cities worldwide, the firm manages $481 billion in client assets (as of June 30, 2024) across a range of strategies-including equity, fixed income, quantitative and multi-asset class, private equity and hedge funds-on behalf of institutions, advisors and individual investors globally.
Tenured, stable and long-term in focus, the firm has built a diverse team-including 750-plus investment professionals and more than 2,800 employees in total-united in their commitment to delivering client outcomes and investment excellence. It is our people who define our culture and have enabled us to be recognized by _Pensions & Investments_ as the first or second "Best Place to Work in Money Management" for last eight consecutive years (firms with 1,000+ employees).
Neuberger Berman believes strongly that all employees are entitled to be treated with respect and dignity, and to work in a professional and safe environment. These values are the cornerstone of our firm. We prohibit any form of harassment, whether mental, verbal or physical. We do not tolerate the support of terrorist groups, acts of terrorism, or threats of violence. All who wish to be employed by the firm are expected to uphold these principles.
For important disclosures: **************************
Head of Business Continuity Management
New York, NY Job
PIMCO is a global leader in active fixed income with deep expertise across public and private markets. We invest our clients' capital across a range of fixed income and credit opportunities, leveraging our decades of experience navigating complex debt markets. Our flexible capital base and deep relationships with issuers have helped us become one of the world's largest providers of traditional and nontraditional solutions for companies that need financing and investors who seek strong risk-adjusted returns.
Since 1971, our people have shaped our organization through a high-performance inclusive culture, in which we celebrate diverse thinking. We invest in our people and strive to imprint our CORE values of Collaboration, Openness, Responsibility and Excellence. We believe each of us is here to help others succeed and this has led to PIMCO being recognized as an innovator, industry thought leader and trusted advisor to our clients.
Role Overview
We are seeking a Head of Business Continuity Management to join our Enterprise Risk Management team. Within the Enterprise Risk and Quality Management (ERQM) group and reporting to the Head of Enterprise Risk Management, you will lead and evolve the ongoing operations of our global BCM program.
You will drive the program's continuous improvement strategy and execution. In this role, you will collaborate extensively with executive-level management and work with a broad range of partners across the organization (including business units, Technology, Human Resources, Office Services/Facilities, and external technology service providers, among others).
In addition to leading business continuity and crisis management activities, you will support other risk management disciplines within the ERQM team, including operational risk management and vendor oversight.
Location
This role is based in Newport Beach, CA, or New York, NY
About You
If the following describes you, we want to hear from you!
* Strong desire to succeed and contribute both individually and as a team player
* Self-motivated, innovative, and solution minded
* A curious, adaptive, and an agile learner
* Thrives in a fast-paced environment-staying organized while juggling multiple priorities concurrently
* You seamlessly adapt to shifting priorities and enjoy working with ambiguity
* A "big picture" thinker-grasping how projects support business objectives and how you play a meaningful role
* An analytical problem solver-quickly gaining clarity on desired outcomes, understanding root problems, and identifying the best solutions
* A standout teammate who enjoys helping others perform at their best and achieve their fullest potential
* You share PIMCO's values of Collaboration, Openness, Responsibility, and Excellence, which allow us to bring the best to our clients and each other
Responsibilities
* BCM Program Operation - This role will oversee Business Continuity Plans and Business Impact Analysis (BIA) reviews; facilitate global testing programs (including facilities and DR data center tests as well as crisis team tabletop simulations); partner with key Technology stakeholders in the ongoing alignment of our Disaster Recovery environment; develop and execute incident response and crisis management plans; provide subject-matter expertise in addressing client, board and regulator inquiries; facilitate the firm-wide BCM training and awareness program; and support assessments of third- and fourth-party resiliency.
* BCM Program Development - This role works in close collaboration with PIMCO's Head of Enterprise Risk Management, the BCM Executive Steering Committee and PIMCO's Risk Committee to conduct yearly program assessments, formulate an annual strategic road map, and implement the road map and other development projects
* Other - This role will seek opportunities to bring efficiencies into existing processes via ongoing operational improvements and automation, encourage a positive work environment for all employees and contribute to PIMCO's ever-evolving culture by taking leadership and participatory roles in other firm-wide initiatives.
Qualifications
* A minimum of a Bachelor's Degree required; advanced degree or professional certification is preferred
* 5-10 years of BCM experience: an understanding of all core BCM pillars (including BIA, business continuity plans development, testing, technology disaster recovery, and crisis management) required
* An effective change agent able with a track record of thinking broadly about how to maintain business resilience within the firm's risk appetite and proficient at implementing program objectives broadly
* Knowledge in any of the following: operational risk management, information security, process design and improvement, evaluation/design, or implementation of technology solutions
* Strong analytical skills and attention to detail
* Self-starter who can work independently, prioritize deliverables efficiently, and lead multiple initiatives simultaneously to drive projects to timely completion
* Track record of building credibility and trust through consistent behavior, high integrity, and judgment
Additional Desired Qualifications
* Knowledge of and experience with BCM platforms and tools (e.g., ServiceNow, FusionRM, Archer)
* Connectivity to BCM and asset management industry risk forums
* Experience within asset management or related financial industry
PIMCO follows a total compensation approach when rewarding employees which includes a base salary and a discretionary bonus. Base salary is the fixed component of compensation that is determined by core job responsibilities, relevant experience, internal level, and market factors. The discretionary bonus is used to award performance and therefore is determined by company, business, team, and individual performance.
Salary Range: $ 150,000.00 - $ 225,000.00
Equal Employment Opportunity and Affirmative Action Statement
PIMCO recruits and hires qualified candidates without regard to race, national origin, ancestry, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), sexual orientation, gender (including gender identity and expression), age, military or veteran status, disability (physical or mental), any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other basis such as medical condition, or marital status under applicable laws.
Applicants with Disabilities
PIMCO is an Equal Employment Opportunity/Affirmative Action employer. We provide reasonable accommodation for qualified individuals with disabilities, including veterans, in job application procedures. If you have any difficulty using our online system due to a disability and you would like to request an accommodation, you may contact us at ************ and leave a message. This is a dedicated line designed exclusively to assist job seekers with disabilities to apply online. Only messages left for this purpose will be considered. A response to your request may take up to two business days.