Iss | Institutional Shareholder Services jobs in Boston, MA - 89 jobs

Let's be #BrilliantTogether ISS Market Intelligence is hiring! We're looking for a curious, collaborative, and detail-oriented Data Analyst to join our Market Intelligence team. This role is ideal for someone who thrives on turning complex data into actionable insights that drive strategic decisions and client success. As part of a global leader in financial data and market insights, you'll work cross-functionally to analyze product usage, client engagement, and market trends, helping shape the future of our data-driven solutions. You'll work with data collected through platforms like Heap, our CRM, and client specific documentation, applying creative approaches to extract insights and drive strategic outcomes. This is a high-impact opportunity to contribute to a team that values innovation, precision, and client-centric thinking, while actively evolving its data infrastructure to support scalable, modern analytics. What you'll do as a Data Analyst: Data Analysis & Insight Generation • Work with data collected through platforms like Heap, our CRM, and other internal systems to uncover trends and drive strategic insights. • Analyze client engagement, product usage, and market research data to support business planning and client success initiatives. • Design and maintain dashboards and visualizations that communicate findings clearly to internal and external stakeholders. • Monitor KPIs to evaluate the effectiveness of business decisions and engagement strategies. Collaboration & Reporting • Partner with cross-functional teams to understand data needs and deliver tailored solutions. • Create reports and presentations that translate complex data into business recommendations. • Support ad hoc analysis requests from leadership, sales , and client success teams. • Contribute to the development of tools and frameworks that improve data accessibility and usability. Operational Excellence • Ensure data integrity and accuracy across systems and reporting tools. • Help structure large datasets to uncover meaningful insights and support business objectives. • Contribute to ongoing efforts to modernize our data infrastructure, improve accessibility, and streamline reporting workflows. • Stay current on industry trends and best practices in data analytics and visualization. What you bring to ISS MI: • Bachelor's degree in Data Science, Business Analytics, Economics, or related field. • 4-7+ years of experience in a data analyst or business analyst role, preferably in financial services, fintech or SaaS. • Proficiency in Excel, SQL, and data visualization tools (e.g., Power BI, Tableau). • Experience with Python or R is a plus. • Comfort working with imperfect or fragmented data sources and finding creative ways to extract insights. • Strong analytical thinking and attention to detail. • Excellent communication skills and ability to translate data into business insights. • Ability to thrive in a fast-paced, client-centric environment. Why Join ISS Market Intelligence? At ISS MI, we believe in the power of data to transform decision-making. You'll be part of a team that values curiosity, collaboration, and continuous learning. We offer competitive compensation, a flexible hybrid work environment, and opportunities to grow your career in a global organization committed to innovation and excellence. The expected base pay range for this role based in Boston, MA is $90,000- $115,000 per year. Exact compensation may vary based on skills, experience, and level of education. The role is bonus or incentive eligible. #LI-JB1#MIN #MIDSENIOR What You Can Expect from Us At ISS STOXX, our people are our driving force. We are committed to building a culture that values diverse skills, perspectives, and experiences. We hire the best talent in our industry and empower them with the resources, support, and opportunities to grow-professionally and personally. Together, we foster an environment that fuels creativity, drives innovation, and shapes our future success. Let's empower, collaborate, and inspire. Let's be #BrilliantTogether. About ISS STOXX ISS STOXX GmbH is a leading provider of research and technology solutions for the financial market. Established in 1985, we offer top-notch benchmark and custom indices globally, helping clients identify investment opportunities and manage portfolio risks. Our services cover corporate governance, sustainability, cyber risk, and fund intelligence. Majority-owned by Deutsche Börse Group, ISS STOXX has over 3,400 professionals in 33 locations worldwide, serving around 6,400 clients, including institutional investors and companies focused on ESG, cyber, and governance risk. Clients trust our expertise to make informed decisions for their stakeholders' benefit. ISS Market Intelligence (ISS MI) is a leading provider of data, insights, and market engagement solutions to the global financial services industry. ISS MI empowers asset and wealth management firms, insurance companies, distributors, service providers, and technology firms to assess their target markets, identify and analyze the best opportunities within those markets, and execute on comprehensive go-to-market initiatives to grow their business. Clients benefit from our increasingly connected global platform that leverages a combination of proprietary data, powerful analytics, timely and relevant insights, in-depth research, as well as an extensive suite of industry-leading media brands that deliver unmatched market connectivity through news and editorial content, events, training, ratings, and awards. Visit our website: ***************************** View additional open roles: *****************************/join-the-iss-team/ We are proud to offer the following featured benefits Medical, Dental, and Vision coverage 401(k) with a company match up to 9%, including a Safe Harbor contribution Flexible Spending Account (FSA) and commuter benefit programs Generous paid time off Volunteer Day Paid parental leave Hybrid working options Institutional Shareholder Services Inc. (ISS) is an equal employment opportunity employer and does not discriminate against any employee or applicant because of race, color, ethnicity, creed, religion, sex, age, height, weight, citizenship status, national origin, social origin, sexual orientation, gender identity or gender expression, pregnancy status, marital status, familial status, mental or physical disability, veteran status, military service or status, genetic information, or any other characteristic protected by law (referred to as “protected status”). All activities including, but not limited to, recruiting and hiring, recruitment advertising, promotions, performance appraisals, training, job assignments, compensation, demotions, transfers, terminations (including layoffs), benefits, and other terms, conditions, and privileges of employment, are and will be administered on a non-discriminatory basis, consistent with all applicable federal, state, and local requirements. For more information, please view ******************************************* ISS is committed to complying fully with the Americans with Disabilities Act (ADA) and other applicable federal, state, and local laws. ISS is also committed to ensuring equal opportunity in employment for qualified person with disabilities. ISS prohibits discrimination against applicants and employees on the basis of disability as it pertains to the job application and hiring process and other terms and conditions of employment. If you are an individual with a disability and would like to request a reasonable accommodation as part of the employment selection process, please contact ISS_Careers_Accommodations@issgovernance.com. This email is created exclusively to assist disabled job seekers where disability prevents them from being able to apply online. Only messages left for this purpose will be returned. Messages sent for other purposes, such as following up on an application or other technical issues not related to a disability, will not receive a response.

A leading global investment firm is seeking a Head of EMEA and APAC Client Solutions to drive revenue growth and oversee client engagement across regions. Candidates should have over 15 years of experience in senior sales roles within the financial services sector, strong leadership and strategic skills, and prefer multilingual abilities. This role involves collaborating with global teams and implementing client-centric strategies to enhance the overall client experience. #J-18808-Ljbffr

Head of Enterprise Risk page is loaded## Head of Enterprise Riskremote type: Hybridlocations: Bostontime type: Full timeposted on: Posted 2 Days Agojob requisition id: JR0000036**Firm Overview:**Cambridge Associates (“CA”) is a leading global investment firm. CA's goal is to help endowments & foundations, pension plans, and ultra-high net worth private clients implement and manage custom investment portfolios that generate outperformance so that they can maximize their impact on the world. Cambridge Associates delivers a range of services, including outsourced CIO, non-discretionary portfolio management, and investment consulting.Headquartered in Boston, Massachusetts, CA has offices in key markets in North America, the United Kingdom, Europe, Asia, and Oceania. Our worldwide teams ensure our clients benefit from decades of global presence, local expertise, and relationships with the top global investment managers across the world. For more information, please visit .** Summary:**Cambridge Associates (CA) has been at the forefront of innovative investment portfolio strategies for over 40 years. Headquartered in Boston and with offices across the world, CA provides investment management services to clients around the globe. We are currently seeking a Head of Enterprise Risk to lead our risk management function globally. The Head of Enterprise Risk directs CA's risk management strategy, leading a team of risk professionals to deliver on that strategy. The role requires highly developed leadership, collaboration, and business skills. Working in partnership with the Chief Compliance Officer and our business-line risk professionals, the Head of Enterprise Risk works to assure that both internal and external risks to CA are identified, mitigated, and monitored, creating an environment of trust with our clients and our colleagues. At CA, Enterprise Risk provides valuable and influential risk insight and measurements to support strategy, governance, and operations, in alignment with the firm's Management. The Head of Enterprise Risk reports to the Chief Legal Officer and to the audit and Risk Committee of the Board of Managers.**Job Description:****Duties and Responsibilities**· Set the direction and the pace for the implementation of risk management framework, processes and practices across CA, promoting a risk culture that enables the business to accomplish both strategic and tactical goals in an environment where risks are mitigated and monitored· Lead and manage the Enterprise Risk Management team to provide proactive risk advisory and assessment services, including delivery assurance focused on top strategic initiatives, to address risk issues that could potentially impact the firm's strategic direction and/or operational effectiveness· Provide quarterly Enterprise Risk Reports to firm Management and to the Audit and Risk Committee· Serve as a lead member of the Enterprise Risk and Compliance Committee, our global risk committee, with the responsibility for recommending remediation, further assessment of functions/process areas, and escalation of risks to Management for resolution and/or further discussion.· Partner with the Chief Compliance Officer as the ‘second line of defense', to identify and escalate risks as appropriate, and to guide the business to report, mitigate and monitor risks, and to report issues, risk events and errors in accordance with firm procedures· Align with our business-line risk professional to identify and optimize risks that could enhance our competitive business advantage, and to develop mitigation strategies to address risks that could impact our strategy and our ability to function in compliance with regulations· Partner with business leaders across our client facing business units and our support functions to drive change through the implementation of risk mitigation strategies· Support the regional and functional risk committees· Drive the implementation of our GRC (Governance, Risk and Compliance) tool in support of proactive risk management and ongoing visibility, monitoring and assessment of risks across all aspects of our business· Manage the Enterprise Risk Plan, assuring that resources are deployed accordingly and that the plan aligns with the top risk areas as identified through business area risk workshops and risk assessments· Maintain the Risk Taxonomy for the firm, driving a common risk language and a common understanding of both ongoing and emerging risks accordingly· Maintain the Global Risk Policy, as well as any required jurisdictional risk policies, and processes, assuring that updates are made as needed and in a timely manner· Provide subject matter expertise and manage the development and implementation of risk appetite measures, Key Performance Indicators (KPIs) and Key Risk Indicators (KRIs) to effectively measure business unit objectives* Collaborate with Compliance, Internal Audit and Error Reporting functions to mature the risk culture at CA and to identify risks to our clients, our firm strategy and to our colleagues, recommending mitigations that are actionable and measurable**Qualifications**· Minimum of 15 years' risk experience required, with experience leading the Enterprise Risk function of an Investment Management firm· Deep technical understanding of risk management methodologies and maturity models, including COSO ERM framework· Demonstrated, proven, and practical knowledge of managing KRI and KPI metrics and board level risk reporting· Broad-based operational perspective and understanding of the processes and controls of an investment management firm· Experienced people manager, with a focus on staff development, coaching, timely performance assessments, and managing a relationship management model aligned with internal business partners· Deep understanding of global investment management regulatory environment· Highly developed written and verbal communication skills, with experience with board level presentations, capable of adapting messaging to various audiences clearly and succinctly· Ability to interact with and build relationships with colleagues at all levels of the organization, focusing on collaboration to achieve results in support of firm strategy and goals; including communicating with executive- and Board-level stakeholders.· Bachelor's degree required, advanced degree desirable Base salary range for this role:Pay Range Minimum:177300Pay Range Maximum:241100In addition to the listed salary range, this position is eligible for an annual performance-based bonus and a comprehensive, competitive benefits package. Actual placement within the stated salary range will be determined based on factors such as skills, experience, and qualifications, as well as internal equity.The firm is committed to the concept and practice of equal employment opportunity and will not discriminate against any employee or applicant on the basis of race, color, religion, age, sex, national origin, sexual orientation, gender identity, disability, or veteran status. It is expected that all employees will follow a similar policy toward their co-workers.Since our founding in 1973, we have been a market leader in building diversified investment portfolios. With 13 offices around the globe and a world-class network of managers, we offer the scale, resources, and networks of a global firm, coupled with the trust, independence, and personal attention of a boutique firm.### Get in TouchIntroduce yourself to our recruiters and we'll get in touch if there's a role that seems like a good match.Wherever you are in your career journey, we offer a wide range of opportunities and a truly collaborative, diverse environment. #J-18808-Ljbffr

A leading global investment firm is seeking an experienced Managing Director to oversee private client assets, construct diversified portfolios, and manage client relationships. Ideal candidates will have at least 20 years of investment experience, strong communication skills, and a deep understanding of capital markets. This role offers a unique opportunity to lead a talented investment team and engage directly with high-net-worth clients. #J-18808-Ljbffr

Ascensus is the leading independent technology and service platform powering savings plans across America, providing products and expertise that help nearly 16 million people save for a better today and tomorrow. ALL LEVELS WELCOME TO APPLY (ENTRY THROUGH SENIOR LEVEL) Position Purpose: This position is responsible for providing client service to our partners, intermediaries and plan sponsors. The Retirement Services Consultant will develop and maintain a detailed understanding of retirement plans and Ascensus products and services with the goal of helping our clients manage their retirement plans appropriately. The Retirement Service Consultant works with the Relationship Manager to deliver client satisfaction by providing retirement plan and operational expertise, proactively identifying, owning and resolving client issues and engaging clients with value added consulting. We are hiring entry level through senior level associates so all experience levels are encouraged to apply. Essential Duties and Responsibilities: * Responsible for protecting, securing, and proper handling of all confidential data held by Ascensus to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to Ascensus or our clients. * The I-Client philosophy and the Core Values of People Matter, Quality First and Integrity Always should be visible in your actions on a day to day basis showing your support of our organizational culture. * Maintain and continue to grow detailed knowledge and understanding of retirement plan rules and Ascensus business and product offerings * Consistently provide a high level of consultative proactive client service in a professional manner. * Develop effective working relationships with team and internal departments in order to provide effective service for our clients. Successfully identify record and monitor assigned items; includes determining required action for resolution of client issues. * Ensure inquires and issues are resolved and service levels are met. * Provide thorough, high quality research, problem solving and issue resolution * Provide clients and advisors clear and concise communication regarding services, execution and resolution throughout the service cycle. * Participates in creating a strategy with Relationship manger to ensure client retention. * Identify, document and address risks through superior client service. Communicate with team in order to keep all informed and support current client strategy. * Assist in the management of vendor relationships on behalf of clients and partner. * Deliver client retention by anticipating client's needs, recommending changes or actions, in conjunction with the Relationship manager. * Achieve individual and team goals for service levels, growth and retention for assigned book of business. * Identify and document systematically "opportunity plans" working with Relationship Manager on a strategy to mitigate risk. * Achieve individual and team goals, for service levels, growth and retention risks through servicing your clients. * Proactively communicate with the client and partners regarding all components of service delivery. Solicit and share feedback with appropriate internal resources in order to improve the client experience. * Prioritize activities and manage time to effectively and efficiently provide quality client service to our partners and clients. * Ensure that our commitments to our clients are met by proactively reviewing the status of assigned plans' periodic activity (compliance testing, 5500, quarterly statements, RMDs, etc.). * Assess client objectives, needs and behaviors to suggest plan, product or functionality changes to improve results for our clients. * Educate client regarding plan features, product capabilities or Ascensus functionality and process. * Develop ideas for improvement and provide feedback/solutions to plan sponsor and financial professional to minimize risk and improve process. * Act in the role as the subject matter expert on specific topics for initiatives with responsibility for training and assisting others across departments in area of expertise. * Provide training to members of team as opportunities arise. * Perform other duties and participate in or lead special projects as assigned. Minimum Requirements: * Bachelor's degree or equivalent work experience. * Direct client experience and Retirement Services industry experience or thorough knowledge preferred * Certification or working towards certification (ASPPA, CEBS, etc.) in industry-related studies program preferred. * Excellent written and verbal communication skills. The ability to communicate effectively (clear, concise and professionally) with all levels within the Ascensus organization, as well as with our client base. * Excellent presentation skills, business etiquette, client service skills and time management. * Demonstrated professionalism in all aspects of the role. * Experience with financial services systems (i.e. recordkeeping, trust, trading); and experience with plan recordkeeping and trust reconciliation. * Proficiency in Microsoft Office software applications, specifically Word and Excel required, Access and PowerPoint preferred. * Excellent analytical and problem resolution skills. * Knowledge of retirement plans, ERISA, DOL and IRS regulations, and plan documents (individually designed and prototype). * Ability to work in a team environment to ensure common goal of providing exceptional client service. * Ability to work well under pressure with multiple priorities and deadlines in a demanding environment. * Ability to make sound business judgments concerning issues which, if mishandled, have the potential to create substantial financial and client relations liabilities for the company. * Ability to work extended hours to meet business needs as required. * Quality focus with attention to detail. * Handle other essential tasks as assigned. The national average salary range for this role is $40K-80K in base pay, exclusive of any bonuses and benefits. This base salary range represents the low and high end of the salary range for this position. Actual salary offered will vary and may be above or below the range based on various factors including but not limited to location, experience, performance, and internal pay alignment. We do not anticipate that candidates hired will begin at the top of the range however, from time to time, it may occur on a case-by-case basis. Other rewards and benefits may include: 401(k) match, Medical, Dental, Vision, Paid-Time-Off, etc. For more information, please visit careers.ascensus.com/#Benefits. Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate ****************** ****************** email addresses. We will never ask you for payment or require you to purchase any equipment. If you are suspicious or unsure about validity of a job posting, we strongly encourage you to apply directly through our website. For all virtual remote positions, in order to ensure associates can effectively perform their job duties with no distractions, we require an uninterrupted virtual work space and there is also an expectation of family care being in place during business hours. Additionally, there is an internet work speed requirement of 25 MBps or better for individual use. If more than one person is utilizing the same internet connection in the same household or building, then a stronger connection is required. If you are unsure of your internet speed, please check with your service provider. Note: For call center roles specifically, it is a requirement to either hardwire your equipment directly to the internet router or ensure your workstation is in close proximity to the router. Please ensure that you are able to meet these expectations before applying. Ascensus provides equal employment opportunities to all associates and applicants for employment without regard to ancestry, race, color, religion, sex, (including pregnancy, childbirth, breastfeeding and/or related medical conditions), gender, gender identity, gender expression, national origin, age, physical or mental disability, medical condition (including cancer and genetic characteristics), marital status, military or veteran status, genetic information, sexual orientation, criminal conviction record or any other protected category in accordance with applicable federal, state, or local laws ("Protected Status").

Guggenheim is seeking an exceptional candidate to join as a sell-side Equity Research Associate to help cover the Biotechnology sector. This person will be responsible for following the progress of public/private Biotechnology companies and will support the research team in its efforts to analyze companies and make stock recommendations to institutional investor clients. In addition to a background in the life sciences, the ideal candidate will have a passion for stocks, interest in equity research and financial modeling, specifically in the Biotechnology sectors with a focus on oncology. The position is located in Boston, MA. Essential Job Functions * Provide support to the Senior Analyst through fundamental analysis and investment research in equity markets with an emphasis on original, bottom-up research in the Biotechnology sector * Analyze individual Biotechnology companies to build and update fully integrated financial and valuation models * Write comprehensive research reports and present findings; draft reports/notes on relevant investment themes, events and breaking news * Conduct primary research through industry sources including, but not limited to, financial analysis, due diligence clinical data and industry trends, company management and strategies * Organize physician calls for investors and investor events * Update analyst marketing handout regularly * Interact with Firm's institutional sales force and investor clients * Respond to client and internal inquiries regarding research findings and directives Preferred Qualifications * MD, PhD., or other advanced life sciences degree * 1-3 years of professional industry experience in industry, consulting, or similar * Exceptional analytical, verbal, and written communication skills * Analytical mindset, intellectual curiosity, aptitude for math/statistics Basic Qualifications * Bachelor's degree required * Ability to search, understand and interpret scientific and medical publications and presentations Work Location * Currently, this role is expected to be in the Boston office at least 4 days per week. Salary * Annual base salary between $140,000 and $165,000. * The base salary range represents the low and high end of the anticipated base salary range for this position. Actual base salaries may vary depending on factors such as location and experience. The range listed reflects base salary only, and the total compensation package may include other components such as incentive compensation. About Us: Guggenheim Securities is the investment banking and capital markets business of Guggenheim Partners, a global investment and advisory firm. Guggenheim Securities offers services that fall into four broad categories: Advisory, Financing, Sales and Trading, and Research. Guggenheim Securities is headquartered in New York, with additional offices in Chicago, Boston, Atlanta, San Francisco, and Houston. Guggenheim is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. For more information, please visit GuggenheimSecurities.com, follow us on LinkedIn or contact us at ****************************************** or ************. About Us: Guggenheim Securities is the investment banking and capital markets business of Guggenheim Partners, a global investment and advisory firm. Guggenheim Securities offers services that fall into four broad categories: Advisory, Financing, Sales and Trading, and Research. Guggenheim Securities is headquartered in New York, with additional offices in Chicago, Boston, Atlanta, San Francisco, and Houston. For more information, please visit GuggenheimSecurities.com, follow us on LinkedIn or contact us at ****************************************** or ************. Guggenheim Securities, LLC ("GS") does not accept unsolicited resumes or applications. GS considers any resume or application to be unsolicited if (a) received from an entity or individual without a current recruiting agreement with GS or (b) submitted to anyone at the firm other than through the process set forth in the recruiting agreement between GS and the submitting entity or individual, and GS will not pay a fee to any entity or individual for such submission.

A global investment firm in Boston is seeking a Client Director for their Global Client Solutions team. This role focuses on cultivating client relationships, driving new business, and delivering exceptional service to high-net-worth clients. The ideal candidate has over 8 years of experience in relationship management or wealth consulting and possesses excellent communication skills. A comprehensive benefits package is included. #J-18808-Ljbffr

Cambridge Associates (“CA”) is a leading global investment firm. CA's goal is to help endowments & foundations, pension plans, and ultra-high net worth private clients implement and manage custom investment portfolios that generate outperformance so that they can maximize their impact on the world. Cambridge Associates delivers a range of services, including outsourced CIO, non-discretionary portfolio management, and investment consulting. Headquartered in Boston, Massachusetts, CA has offices in key markets in North America, the United Kingdom, Europe, Asia, and Oceania. Our worldwide teams ensure our clients benefit from decades of global presence, local expertise, and relationships with the top global investment managers across the world. For more information, please visit **************************** Summary: The Software Engineering team at Cambridge Associates builds and maintains the internal and client-facing applications that power our investment research, portfolio management, and operations. We work closely with product managers, UX designers, and QA to deliver high-quality, impactful solutions for our colleagues and clients. : THE OPPORTUNITY We are seeking a motivated and curious intern to join our software engineering team for the summer. You will have the opportunity to work on real projects-either shipping production features or building proof-of-concept tools (including AI-powered solutions)-that directly support our business. You'll gain hands-on experience with our modern technology stack and learn how enterprise software is built, tested, and deployed in a collaborative, agile environment. Interns are expected to work 40 hours per week during the summer (June-August). The individual is expected to be onsite 1 or 2 days each week in the Boston or Arlington office. Job Description: RESPONSIBILITIES Collaborate with engineers, product managers, and designers to build and deliver new features or proof-of-concept projects. Contribute to backend and/or frontend development using technologies such as .NET, Java, Python, React, and JavaScript. Work in a modern cloud environment leveraging AWS, serverless architectures, and infrastructure-as-code tools. Participate in the full software development lifecycle, including requirements, design, coding, testing, and deployment. Use AI-powered development tools to enhance productivity and explore innovative solutions. Learn and apply best practices for code quality, security, and maintainability. QUALIFICATIONS Some prior software development experience (coursework, personal projects, internships, or open-source contributions). Familiarity with object-oriented programming (e.g., Java, C#, Python) and/or modern web development (JavaScript, React). Interest in cloud technologies and modern development practices. Strong communication and collaboration skills; able to work both independently and as part of a team. Eagerness to learn, adapt, and contribute in a fast-paced environment. Base salary range for this role: Pay Range Minimum: 0 Pay Range Maximum: 0 In addition to the listed salary range, this position is eligible for an annual performance-based bonus and a comprehensive, competitive benefits package. Actual placement within the stated salary range will be determined based on factors such as skills, experience, and qualifications, as well as internal equity. The firm is committed to the concept and practice of equal employment opportunity and will not discriminate against any employee or applicant on the basis of race, color, religion, age, sex, national origin, sexual orientation, gender identity, disability, or veteran status. It is expected that all employees will follow a similar policy toward their co-workers.

Ascensus is the leading independent technology and service platform powering savings plans across America, providing products and expertise that help nearly 16 million people save for a better today and tomorrow. The Senior RFP Writer plays a key role within Ascensus' Business Development team in the Government Savings Division, which administers state-facilitated savings programs, including 529 education, ABLE disability, and retirement plans. This position is responsible for developing compelling, accurate, and strategic responses to Requests for Proposals (RFPs), Requests for Information (RFIs), and other client questionnaires that support both new business opportunities and existing client retention. The ideal candidate will bring superior writing, editing, and proofreading skills, a high level of attention to detail, and the ability to manage complex deliverables under tight deadlines. This role calls for someone who is equal parts communicator, project manager, and strategic thinker. The Senior RFP Writer will collaborate with colleagues across Business Development, Relationship Management, and Product, and work closely with Legal, Compliance, and Operations to produce responses that are aligned with Ascensus's strategic goals and demonstrate our capabilities effectively. The position includes a dotted-line relationship to Relationship Management, reflecting its dual focus on growth and client retention. Key Responsibilities: Lead the creation, coordination, and submission of high-quality RFP, RFI, and due diligence responses Collaborate with Product, Relationship Management, Business Development, and cross-functional stakeholders including Legal, Compliance, and Operations to gather accurate and relevant content Write clear, well-structured, and persuasive responses tailored to the needs of each prospect or client Ensure responses are complete, compliant with requirements, and professionally presented Manage complex proposal timelines, delegate tasks, track inputs, and ensure timely delivery of all response materials Maintain and continuously improve a centralized proposal content library (e.g., in RFPIO or Loopio) Apply editorial rigor and detail orientation to ensure grammatical accuracy, formatting consistency, and tone alignment across all content Lead the creation, refinement, and management of high-impact pitch decks, Finals presentations, and Due Diligence materials to support strategic business development and client engagement efforts. Contribute to the improvement of internal proposal processes and documentation practices Qualifications: Bachelor's degree Minimum 5 years of experience in RFP or proposal writing, preferably in financial services Exceptional writing, editing, and proofreading skills with a strong command of grammar, tone, and structure Strong project management skills, with a proven ability to meet tight deadlines and manage multiple inputs Experience working cross-functionally to gather and synthesize input from subject matter experts High attention to detail and a commitment to delivering polished, high-quality work Experience with proposal automation tools (e.g., RFPIO, Loopio) preferred Familiarity with government-sponsored savings programs (529, ABLE, or state-facilitated retirement plans) is a plus Comfortable working in a fast-paced, deadline-driven, and regulated environment The national average salary range for this role is 75k-85k in base pay, exclusive of any bonuses and benefits. This base salary range represents the low and high end of the salary range for this position. Actual salary offered will vary and may be above or below the range based on various factors including but not limited to location, experience, performance, and internal pay alignment. We do not anticipate that candidates hired will begin at the top of the range however, from time to time, it may occur on a case-by-case basis. Other rewards and benefits may include: 401(k) match, Medical, Dental, Vision, Paid-Time-Off, etc. For more information, please visit careers.ascensus.com/#Benefits . Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate ****************** ****************** email addresses. We will never ask you for payment or require you to purchase any equipment. If you are suspicious or unsure about validity of a job posting, we strongly encourage you to apply directly through our website.

Ascensus is the leading independent technology and service platform powering savings plans across America, providing products and expertise that help nearly 16 million people save for a better today and tomorrow. The Senior Corporate Counsel will support retirement plan services and products at Ascensus with a focus on the FuturePlan business, a leading national TPA that offers plan design, consulting, administration, and compliance services. This attorney will provide legal counsel to executives and associates and will partner with Risk, Compliance, Privacy, and Information Security to identify and mitigate risk while ensuring alignment with business objectives. Key job responsibilities include: serving as subject matter expert in relevant areas of law; negotiating and drafting contracts; managing disputes and litigation; and supporting a variety of other day-to-day legal matters. The individual must demonstrate sound legal and business judgment. Experience in the financial services industry is strongly preferred. This is a full-time, exempt position. Section 2: Job Functions, Essential Duties and Responsibilities * Provide advice and counsel to business leaders on legal, regulatory, legislative, compliance, and business issues * Draft, negotiate, review, and interpret various contracts and other legal documents between Ascensus and its clients, partners, vendors, and other third parties * Handle other day-to-day legal issues arising in a growing and complex business including disputes and litigation, employment, intellectual property, and corporate governance * Support Ascensus's culture by demonstrating our core values of People Matter, Quality First and Integrity Always in all of your actions Section 3: Skills and Attributes * Understand Ascensus' businesses and give practical advice to business leaders * Communicate effectively, verbally and in writing, with business leaders, clients, prospects, business partners, and others * Think strategically, analytically, and creatively * Drive execution of personal, team, and business goals * Identify, escalate, and resolve issues before they become problems * Exhibit adaptability and lead change * Effectively work independently and as part of a team with the willingness and desire to collaborate * Be organized, proactive, and entrepreneurial * Multitask and prioritize while producing high-quality, on-time work Section 4: Experience, Education and Base Requirements * Juris Doctorate from an accredited U.S. law school with at least 5 years of experience * Licensed to practice law in at least one state and in good standing * Familiarity with ERISA and related laws and regulations * Defined benefit plan and/or securities law experience is a plus * Ability to work in a fast-paced and demanding environment * Occasional travel is required The national average salary range for this role $130-140k in base pay, exclusive of any bonuses and benefits. This base salary range represents the low and high end of the salary range for this position. Actual salary offered will vary and may be above or below the range based on various factors including but not limited to location, experience, performance, and internal pay alignment. We do not anticipate that candidates hired will begin at the top of the range however, from time to time, it may occur on a case-by-case basis. Other rewards and benefits may include: 401(k) match, Medical, Dental, Vision, Paid-Time-Off, etc. For more information, please visit careers.ascensus.com/#Benefits. Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate ****************** ****************** email addresses. We will never ask you for payment or require you to purchase any equipment. If you are suspicious or unsure about validity of a job posting, we strongly encourage you to apply directly through our website. For all virtual remote positions, in order to ensure associates can effectively perform their job duties with no distractions, we require an uninterrupted virtual work space and there is also an expectation of family care being in place during business hours. Additionally, there is an internet work speed requirement of 25 MBps or better for individual use. If more than one person is utilizing the same internet connection in the same household or building, then a stronger connection is required. If you are unsure of your internet speed, please check with your service provider. Note: For call center roles specifically, it is a requirement to either hardwire your equipment directly to the internet router or ensure your workstation is in close proximity to the router. Please ensure that you are able to meet these expectations before applying. Ascensus provides equal employment opportunities to all associates and applicants for employment without regard to ancestry, race, color, religion, sex, (including pregnancy, childbirth, breastfeeding and/or related medical conditions), gender, gender identity, gender expression, national origin, age, physical or mental disability, medical condition (including cancer and genetic characteristics), marital status, military or veteran status, genetic information, sexual orientation, criminal conviction record or any other protected category in accordance with applicable federal, state, or local laws ("Protected Status").

Cambridge Associates (“CA”) is a leading global investment firm. CA's goal is to help endowments & foundations, pension plans, and ultra-high net worth private clients implement and manage custom investment portfolios that generate outperformance so that they can maximize their impact on the world. Cambridge Associates delivers a range of services, including outsourced CIO, non-discretionary portfolio management, and investment consulting. Headquartered in Boston, Massachusetts, CA has offices in key markets in North America, the United Kingdom, Europe, Asia, and Oceania. Our worldwide teams ensure our clients benefit from decades of global presence, local expertise, and relationships with the top global investment managers across the world. For more information, please visit **************************** Summary: As a unit of the Compliance Department, the Portfolio Compliance Associate is responsible for monitoring all portfolios managed by Cambridge Associates Outsourced Chief Investment Officers (OCIOs) for compliance with the firm and client's investment guidelines. Job Description: Primary Responsibilities • Establishing a thorough understanding of client investment policy statements, the policies of Cambridge Associates and CA Capital Management • Creating and maintaining appropriate Excel models to monitor portfolio compliance both pre - and post-trade • Ensuring all transaction-based compliance issues are properly investigated, documented, and incorporated into monthly reports • Assist the Portfolio Compliance Manager in proposing policy amendments to address identified risks and/or inefficiencies • Working with other departments within the firm to complete various regulatory filings in a timely manner Secondary Responsibilities • Serving as a policy resource to members of the investment, legal, management and operational teams • Providing coverage for absent Portfolio Compliance team members • Staying abreast of industry trends through personal research, networking, and conference attendance • Performing other ad hoc requests as assigned Qualifications • 1 - 3 years of relevant work experience within the financial services industry, preferably in an investment compliance or audit environment preferred • Bachelor's degree in business, finance, or related field with a record of high academic achievement • Advanced proficiency in Microsoft Excel • Strong quantitative, analytical, and communication skills, as well as a keen attention to detail • Familiarity with the major asset classes and their role in an investment portfolio • Prior experience with Charles River, Bloomberg AIM, or Eze Castle compliance software is a plus, but not required • Demonstrated problem solving skills, multi-tasking abilities, and sound judgment • A demonstrated ability to work independently and as part of a team Base salary range for this role: Pay Range Minimum: 66500 Pay Range Maximum: 86500 In addition to the listed salary range, this position is eligible for an annual performance-based bonus and a comprehensive, competitive benefits package. Actual placement within the stated salary range will be determined based on factors such as skills, experience, and qualifications, as well as internal equity. The firm is committed to the concept and practice of equal employment opportunity and will not discriminate against any employee or applicant on the basis of race, color, religion, age, sex, national origin, sexual orientation, gender identity, disability, or veteran status. It is expected that all employees will follow a similar policy toward their co-workers.

Client Director, Global Client Solutions page is loaded## Client Director, Global Client Solutionslocations: Bostontime type: Full timeposted on: Posted Yesterdayjob requisition id: JR0000068**Firm Overview:**Cambridge Associates (“CA”) is a leading global investment firm. CA's goal is to help endowments & foundations, pension plans, and ultra-high net worth private clients implement and manage custom investment portfolios that generate outperformance so that they can maximize their impact on the world. Cambridge Associates delivers a range of services, including outsourced CIO, non-discretionary portfolio management, and investment consulting.Headquartered in Boston, Massachusetts, CA has offices in key markets in North America, the United Kingdom, Europe, Asia, and Oceania. Our worldwide teams ensure our clients benefit from decades of global presence, local expertise, and relationships with the top global investment managers across the world. For more information, please visit .** Summary:**Cambridge Associates is seeking an experienced and client-focused Client Director to join our Global Client Solutions team, supporting private clients in partnership with a dedicated private client investment team. This role is responsible for cultivating and retaining client relationships, driving new business, and delivering exceptional service to high-net-worth individuals and families.**Job Description:****Relationship Management & Retention*** Serve as the primary relationship manager for assigned private clients, ensuring high levels of engagement, satisfaction, and retention.* Partner closely with the private client investment team to deliver tailored investment solutions and address client needs proactively.* Develop and execute client engagement strategies, including regular meetings, reviews, and feedback sessions.**New Business Development*** Collaborate with the Business Development team to convert qualified leads into new private client relationships.* Lead the proposal and onboarding process for new clients, ensuring a seamless transition and strong initial engagement.* Identify opportunities to expand existing client relationships through cross-selling and deepening service offerings.**Strategic Partnership*** Act as a trusted advisor to private clients, providing insights on market trends, investment strategies, and portfolio performance.* Work closely with internal teams (investment, operations, marketing) to deliver integrated solutions and exceptional service.**Team Leadership & Collaboration*** Work with Associates to support client service and business development activities.* Foster a collaborative environment, sharing best practices and supporting the professional development of team members.**Performance & Reporting*** Maintain accurate records of client interactions, relationship status, and business development activities in CRM systems.* Provide regular updates to senior leadership on client retention, new business won, and market feedback.* Achieve performance targets based on client retention and aggregate net revenue growth.**Qualifications*** Bachelor's degree required; advanced degree preferred.* Minimum 8+ years of experience in private client relationship management, investment consulting, wealth management, or related fields.* Proven track record of building and retaining private client relationships, as well as winning new business.* Strong investment acumen and understanding of high-net-worth client needs.* Exceptional communication, presentation, and interpersonal skills.* Ability to work collaboratively in a team-oriented environment.* Willingness to travel as needed.Base salary range for this role:Pay Range Minimum:136600Pay Range Maximum:183000In addition to the listed salary range, this position is eligible for an annual performance-based bonus and a comprehensive, competitive benefits package. Actual placement within the stated salary range will be determined based on factors such as skills, experience, and qualifications, as well as internal equity.The firm is committed to the concept and practice of equal employment opportunity and will not discriminate against any employee or applicant on the basis of race, color, religion, age, sex, national origin, sexual orientation, gender identity, disability, or veteran status. It is expected that all employees will follow a similar policy toward their co-workers.locations: Bostontime type: Full timeposted on: Posted YesterdaySince our founding in 1973, we have been a market leader in building diversified investment portfolios. With 13 offices around the globe and a world-class network of managers, we offer the scale, resources, and networks of a global firm, coupled with the trust, independence, and personal attention of a boutique firm.### Get in TouchIntroduce yourself to our recruiters and we'll get in touch if there's a role that seems like a good match.Wherever you are in your career journey, we offer a wide range of opportunities and a truly collaborative, diverse environment. Our work helps our clients do good in the world, and we embrace the opportunity to contribute to their positive impact. #J-18808-Ljbffr

Ascensus is the leading independent technology and service platform powering savings plans across America, providing products and expertise that help nearly 16 million people save for a better today and tomorrow. As a key member of the Ascensus Risk Management team, the Fraud Investigator will provide meaningful contributions to the detection and prevention of fraud and financial crime. This includes identifying and analyzing fraudulent activity, acting as subject matter expert of industry trends and ensuring the internal control environment is effectively designed and operating to mitigate fraud risk. Section 2: Job Functions, Essential Duties and Responsibilities Identify and analyze new and emerging patterns of fraud and work with internal and external stakeholders to implement new controls. Assess fraud prevention and detection controls, processes and technology and define and create long term strategies to ensure adequate solutions are in place to mitigate fraud loss without negative impact to the customer experience. Interface with internal technology team and third-party service provider to drive platform enhancements including enhancements to advanced analytics and machine learning capabilities. Build and sustain relationships with subject matter experts in state, local, and federal law enforcement as well as partners. Using automated platform and various reporting mechanisms, monitor accounts and transactions for fraudulent activity through anomalies in behavior and pattern recognition. Work with cross-functional teams across Ascensus for collaboration on fraud risks and investigations and communicate findings with internal and external stakeholders. Responsible for protecting, securing, and proper handling of all confidential data held by Ascensus to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to Ascensus or our clients. Our I-Client service philosophy and our Core Values of People Matter, Quality First and Integrity Always should be visible in your actions on a day to day basis showing your support of our organizational culture. Assist with other tasks and projects as assigned Supervision N/A Section 3: Experience, Skills, Knowledge Requirements Minimum of 3 years financial service experience Prior experience in a fraud and/or financial crime investigation preferred including in law enforcement, banking or financial services Proven ability to resolve issues in a timely manner and/or create and implement long-term solutions to complex issues. Demonstrated ability to communicate effectively across all levels of the organization as well as externally with partners and law enforcement Ability to multi-task and respond to unplanned issues while adhering to aggressive deadlines for multiple initiatives Exceptional oral, written, and presentation skills with a demonstrated ability to communicate effectively across all functional areas and various levels of seniority Self-motivated, proactive, and energetic team player Proven ability to proactively identify areas for process improvement, and to turn recommendations into actions Strong analytical, problem solving, and organizational skills Detail-oriented, PC proficient, flexible, committed to quality We are proud to be an Equal Opportunity Employer Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate ****************** ****************** email addresses. We will never ask you for payment or require you to purchase any equipment. If you are suspicious or unsure about validity of a job posting, we strongly encourage you to apply directly through our website.

Ascensus is the leading independent technology and service platform powering savings plans across America, providing products and expertise that help nearly 16 million people save for a better today and tomorrow. As a Senior Business Intelligence (BI) Developer at Ascensus, you will be working in a high-energy team, using the best engineering practices in the industry today (e.g., unit testing, source control, continuous integration, automation, design patterns). Passion for all aspects of software development is a critical. We are building teams that are empowered to solve the business needs by having a rapid development and deployment pipeline with a focus on automation and releasing software. You will support and receive direction and guidance from the BI Architect and you will provide guidance and direction to BI Developers in the Ascensus Enterprise Information Management (EIM) team. Section 2: Job Functions, Essential Duties and Responsibilities BI Analysis Drive business decisions by providing quantitative and qualitative data analysis and reporting of patterns, insights and trends to decision makers Collect, aggregate and analyze data from multiple internal and external sources Produce actionable reports that show key performance indicators Provide analytics and reporting solutions using metrics across multiple business areas BI Design and Development Apply standards and best practices for implementing Ascensus BI tools in support of the EIM vision and reference architecture Assist with EIM project definition and planning Conduct data analysis in support of analytic solutions Create ad hoc reporting solutions and dashboards Capture, develop and document data definitions Ensure compliance with deliverable reporting requirements by performing data quality audits and analysis Implement package deployments and troubleshoot package issues Modify, install and prepare technical documentation for BI applications Create and maintain BI documentation for every System Development Life Cycle (SDLC) phase Participate in creating long term BI application support model. Ascensus Information Security Responsible for protecting, securing, and proper handling of all confidential data held by Ascensus to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to Ascensus or our clients. Our I-Client service philosophy and our Core Values of People Matter, Quality First and Integrity Always should be visible in your actions on a day to day basis showing your support of our organizational culture. Supervision N/A Section 3: Experience, Skills, Knowledge Requirements Required skills Bachelor's degree or equivalent work experience Excellent analytical skills Excellent oral and written communication skills including active listening. Asking appropriate questions, clarifying information and writing clear, concise documents. DAX, Power BI dashboards, SSRS reporting Designing/Building tabular models using latest version of SSAS Modeling experience Administration experience using Power BI SQL Server latest version Preferred knowledge, skills and abilities: 10+ years of relevant experience in business intelligence role, including data warehousing and business intelligence tools, techniques and technology Microsoft Certified Business Intelligence in the above required skills Experience with Microsoft SSIS Experience with relational databases: Sybase ASE, Oracle, MySQL and others a plus Experience with analytic platforms (data mining, predictive modeling) a plus We are proud to be an equal opportunity employer. The national average salary range for this role is $130-140k in base pay, exclusive of any bonuses and benefits. This base salary range represents the low and high end of the salary range for this position. Actual salary offered will vary and may be above or below the range based on various factors including but not limited to location, experience, performance, and internal pay alignment. We do not anticipate that candidates hired will begin at the top of the range however, from time to time, it may occur on a case-by-case basis. Other rewards and benefits may include: 401(k) match, Medical, Dental, Vision, Paid-Time-Off, etc. For more information, please visit careers.ascensus.com/#Benefits . Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate ****************** ****************** email addresses. We will never ask you for payment or require you to purchase any equipment. If you are suspicious or unsure about validity of a job posting, we strongly encourage you to apply directly through our website.

Ascensus is the leading independent technology and service platform powering savings plans across America, providing products and expertise that help nearly 16 million people save for a better today and tomorrow. The Content Specialist will be responsible for content development, execution, and oversight of marketing campaigns and initiatives for the assigned line of business. Through consultation, creativity, and a focus on the user experience, this individual will be responsible for collaborating with marketing and business stakeholders to implement effective communications and crafting copy that drives business growth, client retention and desired outcomes. This includes developing content within Ascensus brand standards for a variety of touchpoints with a focus on writing for digital experiences such as web, email, video, and social media. Section 2: Job Functions, Essential Duties and Responsibilities Turn strategic initiatives and industry trends into tactical solutions Understand and assess business needs in order to craft clear, concise, and effective messaging Manage all aspects of complex communications, including content development, project planning, and the creation of multiple versions based on data, logic, and branding Represent marketing at key meetings to provide status updates, consultation, general project support, and innovative solutions Establish strong relationships with business stakeholders by delivering on project specifications and deadlines Create meaningful content leveraging AI tools that is clear, actionable, and engaging-converting leads to clients and turning clients into loyal fans Fluid in copywriting for a wide variety of marketing mediums across web, email, print, video scripting, presentations, articles, white papers and more. Use Microsoft office suite - Word, PowerPoint and Excel-as well as project management and CMS software tools to assist in the management of workflow, content, planning, and other marketing operations Participate in and adhere to quality control best practices related to proofreading, reviews, and securing approvals Measure effectiveness of communications using such methods as A/B testing Responsible for protecting, securing, and proper handling of all confidential data held by Ascensus to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to Ascensus or our clients. At Ascensus we are guided by our Core Values of People Matter, Quality First and Integrity Always . They inspire us every day to prioritize an environment of respect for those we serve and one another and should be visible in your actions on a day-to-day. Supervision N/A Section 3: Experience, Skills, Knowledge Requirements Excellent writing, editing, and presentation skills Ability to write and communicate effectively and professionally across multiple mediums, including digital, social and print, and considering SEO, SEO strategy and optimization tactics Experience with AI copywriting tools Excellent decision-making, communication, critical thinking, project management and follow-through skills Ability to perform duties with accuracy, strong attention to detail, and meet deadlines consistently Self-motivated team player who is comfortable working in a collaborative, fast-paced environment Minimum of 5 years of related experience. Samples and portfolio are required Four-year college degree, marketing/communications or related field An understanding of a regulated industry; financial services experience a plus For all virtual remote positions, in order to ensure associates can effectively perform their job duties with no distractions, we require an uninterrupted virtual workspace and there is also an expectation of family care being in place during business hours. Additionally, there is an internet work speed requirement of 25 Mbps or better for individual use. If more than one person is utilizing the same internet connection in the same household or building, then a stronger connection is required. If you are unsure of your internet speed, please check with your service provider. Note: For call center roles specifically, it is a requirement to either hardwire your equipment directly to the internet router or ensure your workstation is in close proximity to the router. Please ensure that you are able to meet these expectations before applying. The national average salary range for this role is $70-80k in base pay, exclusive of any bonuses and benefits. This base salary range represents the low and high end of the salary range for this position. Actual salary offered will vary and may be above or below the range based on various factors including but not limited to location, experience, performance, and internal pay alignment. We do not anticipate that candidates hired will begin at the top of the range however, from time to time, it may occur on a case-by-case basis. Other rewards and benefits may include: 401(k) match, Medical, Dental, Vision, Paid-Time-Off, etc. For more information, please visit careers.ascensus.com/#Benefits . We are proud to be an Equal Opportunity Employer Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate ****************** ****************** email addresses. We will never ask you for payment or require you to purchase any equipment. If you are suspicious or unsure about validity of a job posting, we strongly encourage you to apply directly through our website.

We are seeking exceptional Analyst Interns to join our Investment Banking team in Boston. Analyst interns will join our highly collaborative team responsible for providing advisory services to private equity firms and corporate clients with an emphasis on sell-side M&A advisory engagements. The team focuses on high growth segments of the market, including Software and FinTech. Analysts will have the opportunity to work with colleagues across M&A advisory team, including Atlanta, Chicago, and New York. Guggenheim offers an unparalleled opportunity to work as part of small transaction teams on major strategic assignments providing meaningful exposure to senior bankers and client representatives. Candidates should be top performers who are willing to work hard in an unstructured environment where initiative, creativity, maturity, and enthusiasm for learning are highly valued. Our 10-week internship program is designed for students interested in pursuing a career in investment banking with an emphasis on M&A advisory. The program includes formal training, mentoring programs, networking and social events, community service events and a strategic advisory project that provide our interns with a unique experience and invaluable look into our culture and the investment banking business. Interns become important members of our deal teams and work as a junior analyst on a variety of interesting strategic advisory assignments. You will have significant exposure to senior bankers and client representatives as well as the ability to create meaningful relationships with junior bankers. In a client services business like ours, our team members are the product, the service and the offering. We will provide best-in-class Investment Banking training-formal and hands-on-as you develop your professional toolkit: M&A process management, business acumen, financial analysis, data analysis, soft-selling and presentation skills, professional communication (verbal, written and virtual), negotiations, and more. We are seeking highly motivated individuals with exceptional quantitative and communication skills looking to jump-start their career through hands-on training and experience at a growing firm. The Investment Banking unit will source most of its full-time analyst class from the internship program. Essential Job Functions * Support deal teams in developing, maintaining and using financial models * Perform financial and valuation analysis such as discounted cash flow analysis, multiple valuation analysis * Perform company and industry research and gain in-depth understanding of sector trends, client challenges and strategies in order to develop innovative and creative solutions for our clients * Prepare client presentations and interacting with senior bankers, clients, lawyers and accountants * Develop an in depth understanding of M&A deal processes Preferred Qualifications * Commitment to meet the demands of high volume and high-end client services * Effective communicator - verbal, written and virtual * Excellent analytical skills and attention to detail * Strong interest in problem solving and client services * Resourcefulness, intellectual curiosity, enthusiasm and a genuine interest in finance * Desire to join a rapidly growing, entrepreneurial platform * Demonstrable experience with Microsoft Excel, PowerPoint and Outlook * Significant level of maturity and the ability to work under pressure as a part of a small team with top company executives and senior management * Highly organized, with the initiative and ability to multitask and work with limited supervision on a team Basic Qualifications * Must be on track to receive a Bachelors, Masters or equivalent degree in December 2027 or Spring 2028 Salary Details * A salary based on an annual rate of $110,000 per year. * The base salary amount represents the anticipated salary for this position. Actual base salaries may vary depending on factors such as location and experience. The salary listed reflects base salary only, and the total compensation package may include other components such as incentive compensation. About Us: Guggenheim Securities is the investment banking and capital markets business of Guggenheim Partners, a global investment and advisory firm. Guggenheim Securities offers services that fall into four broad categories: Advisory, Financing, Sales and Trading, and Research. Guggenheim Securities is headquartered in New York, with additional offices in Chicago, Boston, Atlanta, San Francisco, and Houston. For more information, please visit GuggenheimSecurities.com, follow us on LinkedIn or contact us at ******************************************* or ************.

Ascensus is the leading independent technology and service platform powering savings plans across America, providing products and expertise that help nearly 16 million people save for a better today and tomorrow. We are seeking a motivated and intellectually curious Software Engineer with 2-3 years of professional experience to join our growing team. The ideal candidate will have a strong foundation in computer science, hands-on experience with Java and Spring Boot, and a passion for continuous learning and innovation. Experience with containerization, cloud platforms, and AI-assisted development tools is highly valued. We're looking for candidates who are eager to dive into the details, learn quickly, and grow with us Key Responsibilities * Design, develop, test, and maintain scalable Java applications using Spring Boot. * Make changes and improve the performance on monilith application. * Collaborate with cross-functional teams to define, design, and ship new features. * Write clean, maintainable, and efficient code following best practices. * Participate in code reviews and contribute to team knowledge sharing. * Continuously explore and evaluate new technologies and development practices. * Leverage AI tools (e.g., code assistants, automated testing, etc.) to improve development efficiency and quality (nice to have). Required Qualifications * Bachelor's degree in Computer Science or a related field. * 1-3 years of professional software engineering experience. * Proficiency in Java and Spring Boot framework. * Proficiency in SQL for data querying, analysis, and optimization across relational databases. * Experience with Git for version control and collaboration. * Hands-on experience with containerization tools such as Docker and orchestration platforms like Kubernetes. * Experience deploying and managing applications on public cloud platforms such as AWS or Azure. * Experience designing and building microservices-based architectures. * Strong problem-solving skills and attention to detail. * Excellent communication and collaboration abilities. * Demonstrated intellectual curiosity and a passion for learning. Preferred Qualifications * Experience using AI tools such as GitHub Copilot, Cursor IDE, or similar. * Familiarity with CI/CD pipelines and DevOps practices. * Experience working with NoSQL databases such as MongoDB, Cassandra, or DynamoDB * Exposure to modern development environments and productivity tools. * Experience with monitoring, logging, and observability tools. * Experience on monolith experience is a plus. What We Offer * Competitive salary and benefits package. * Flexible work environment. * Opportunities for professional growth and development. * A collaborative and inclusive team culture. The national average salary range for this role is 90-120k in base pay, exclusive of any bonuses and benefits. This base salary range represents the low and high end of the salary range for this position. Actual salary offered will vary and may be above or below the range based on various factors including but not limited to location, experience, performance, and internal pay alignment. We do not anticipate that candidates hired will begin at the top of the range however, from time to time, it may occur on a case-by-case basis. Other rewards and benefits may include: 401(k) match, Medical, Dental, Vision, Paid-Time-Off, etc. For more information, please visit careers.ascensus.com/#Benefits. Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate ****************** ****************** email addresses. We will never ask you for payment or require you to purchase any equipment. If you are suspicious or unsure about validity of a job posting, we strongly encourage you to apply directly through our website. For all virtual remote positions, in order to ensure associates can effectively perform their job duties with no distractions, we require an uninterrupted virtual work space and there is also an expectation of family care being in place during business hours. Additionally, there is an internet work speed requirement of 25 MBps or better for individual use. If more than one person is utilizing the same internet connection in the same household or building, then a stronger connection is required. If you are unsure of your internet speed, please check with your service provider. Note: For call center roles specifically, it is a requirement to either hardwire your equipment directly to the internet router or ensure your workstation is in close proximity to the router. Please ensure that you are able to meet these expectations before applying. Ascensus provides equal employment opportunities to all associates and applicants for employment without regard to ancestry, race, color, religion, sex, (including pregnancy, childbirth, breastfeeding and/or related medical conditions), gender, gender identity, gender expression, national origin, age, physical or mental disability, medical condition (including cancer and genetic characteristics), marital status, military or veteran status, genetic information, sexual orientation, criminal conviction record or any other protected category in accordance with applicable federal, state, or local laws ("Protected Status").

Ascensus is the leading independent technology and service platform powering savings plans across America, providing products and expertise that help nearly 16 million people save for a better today and tomorrow. We are seeking a strategic, analytical, and collaborative leader to join our Enterprise Transformation team as Principal, Transformation Analytics & Value Realization. This high-impact role blends process optimization, data-driven insight generation, and strategic advisory to drive meaningful change across the organization. Position Summary This high-impact role blends strategic thinking with hands-on execution to deliver measurable transformation. The Principal will combine consulting expertise, deep analytics skills, and retirement industry knowledge to solve complex business challenges. Unlike advisory-only roles, this position requires rolling up your sleeves to perform detailed analysis using R and Python, while maintaining a strategic lens to influence enterprise decisions. Key Responsibilities Strategic Framing & Hands-On Execution * Partner with business leaders to define problems and shape outcomes using a consultative, data-informed approach. * Personally execute end-to-end analyses-from hypothesis formulation to coding in R/Python and delivering actionable insights. * Develop business cases and value realization frameworks that guide strategic investment decisions. Advanced Data Analysis & Insight Generation * Perform hypothesis-driven analysis using R, Python, and SQL-not limited to Excel or BI tools. * Apply statistical and machine learning techniques to uncover trends and performance drivers. * Collaborate with AI/ML teams to integrate advanced analytics into decision-making. Retirement Industry & Financial Services Expertise * Must have Financial Services experience; Retirement industry experience is highly preferred, including familiarity with ERISA, recordkeeping, and plan administration. Cross-Functional Partnership * Serve as a trusted advisor to senior leaders while actively contributing to execution. Qualifications * 10+ years in management consulting or enterprise transformation, with proven ability to combine strategic framing and hands-on analytics. * Advanced proficiency in R and Python for statistical modeling; SQL for data extraction. * Experience designing and executing hypothesis-driven analyses from start to finish. * Strong business case development and value realization expertise. * Must have Financial Services experience; Retirement industry experience is highly preferred. * Comfortable operating at both strategic and execution levels-able to influence executives while performing deep analytical work. * Familiarity with ERISA, recordkeeping, and plan administration (preferred but not required). The national average salary range for this role is $150-$170k in base pay, exclusive of any bonuses and benefits. This base salary range represents the low and high end of the salary range for this position. Actual salary offered will vary and may be above or below the range based on various factors including but not limited to location, experience, performance, and internal pay alignment. We do not anticipate that candidates hired will begin at the top of the range however, from time to time, it may occur on a case-by-case basis. Other rewards and benefits may include: 401(k) match, Medical, Dental, Vision, Paid-Time-Off, etc. For more information, please visit careers.ascensus.com/#Benefits. Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate ****************** ****************** email addresses. We will never ask you for payment or require you to purchase any equipment. If you are suspicious or unsure about validity of a job posting, we strongly encourage you to apply directly through our website. For all virtual remote positions, in order to ensure associates can effectively perform their job duties with no distractions, we require an uninterrupted virtual work space and there is also an expectation of family care being in place during business hours. Additionally, there is an internet work speed requirement of 25 MBps or better for individual use. If more than one person is utilizing the same internet connection in the same household or building, then a stronger connection is required. If you are unsure of your internet speed, please check with your service provider. Note: For call center roles specifically, it is a requirement to either hardwire your equipment directly to the internet router or ensure your workstation is in close proximity to the router. Please ensure that you are able to meet these expectations before applying. Ascensus provides equal employment opportunities to all associates and applicants for employment without regard to ancestry, race, color, religion, sex, (including pregnancy, childbirth, breastfeeding and/or related medical conditions), gender, gender identity, gender expression, national origin, age, physical or mental disability, medical condition (including cancer and genetic characteristics), marital status, military or veteran status, genetic information, sexual orientation, criminal conviction record or any other protected category in accordance with applicable federal, state, or local laws ("Protected Status").

Ascensus is the leading independent technology and service platform powering savings plans across America, providing products and expertise that help nearly 16 million people save for a better today and tomorrow. The Senior RFP Writer plays a key role within Ascensus' Business Development team in the Government Savings Division, which administers state-facilitated savings programs, including 529 education, ABLE disability, and retirement plans. This position is responsible for developing compelling, accurate, and strategic responses to Requests for Proposals (RFPs), Requests for Information (RFIs), and other client questionnaires that support both new business opportunities and existing client retention. The ideal candidate will bring superior writing, editing, and proofreading skills, a high level of attention to detail, and the ability to manage complex deliverables under tight deadlines. This role calls for someone who is equal parts communicator, project manager, and strategic thinker. The Senior RFP Writer will collaborate with colleagues across Business Development, Relationship Management, and Product, and work closely with Legal, Compliance, and Operations to produce responses that are aligned with Ascensus's strategic goals and demonstrate our capabilities effectively. The position includes a dotted-line relationship to Relationship Management, reflecting its dual focus on growth and client retention. Key Responsibilities: * Lead the creation, coordination, and submission of high-quality RFP, RFI, and due diligence responses * Collaborate with Product, Relationship Management, Business Development, and cross-functional stakeholders including Legal, Compliance, and Operations to gather accurate and relevant content * Write clear, well-structured, and persuasive responses tailored to the needs of each prospect or client * Ensure responses are complete, compliant with requirements, and professionally presented * Manage complex proposal timelines, delegate tasks, track inputs, and ensure timely delivery of all response materials * Maintain and continuously improve a centralized proposal content library (e.g., in RFPIO or Loopio) * Apply editorial rigor and detail orientation to ensure grammatical accuracy, formatting consistency, and tone alignment across all content * Lead the creation, refinement, and management of high-impact pitch decks, Finals presentations, and Due Diligence materials to support strategic business development and client engagement efforts. * Contribute to the improvement of internal proposal processes and documentation practices Qualifications: * Bachelor's degree * Minimum 5 years of experience in RFP or proposal writing, preferably in financial services * Exceptional writing, editing, and proofreading skills with a strong command of grammar, tone, and structure * Strong project management skills, with a proven ability to meet tight deadlines and manage multiple inputs * Experience working cross-functionally to gather and synthesize input from subject matter experts * High attention to detail and a commitment to delivering polished, high-quality work * Experience with proposal automation tools (e.g., RFPIO, Loopio) preferred * Familiarity with government-sponsored savings programs (529, ABLE, or state-facilitated retirement plans) is a plus * Comfortable working in a fast-paced, deadline-driven, and regulated environment The national average salary range for this role is 75k-85k in base pay, exclusive of any bonuses and benefits. This base salary range represents the low and high end of the salary range for this position. Actual salary offered will vary and may be above or below the range based on various factors including but not limited to location, experience, performance, and internal pay alignment. We do not anticipate that candidates hired will begin at the top of the range however, from time to time, it may occur on a case-by-case basis. Other rewards and benefits may include: 401(k) match, Medical, Dental, Vision, Paid-Time-Off, etc. For more information, please visit careers.ascensus.com/#Benefits. Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate ****************** ****************** email addresses. We will never ask you for payment or require you to purchase any equipment. If you are suspicious or unsure about validity of a job posting, we strongly encourage you to apply directly through our website. For all virtual remote positions, in order to ensure associates can effectively perform their job duties with no distractions, we require an uninterrupted virtual work space and there is also an expectation of family care being in place during business hours. Additionally, there is an internet work speed requirement of 25 MBps or better for individual use. If more than one person is utilizing the same internet connection in the same household or building, then a stronger connection is required. If you are unsure of your internet speed, please check with your service provider. Note: For call center roles specifically, it is a requirement to either hardwire your equipment directly to the internet router or ensure your workstation is in close proximity to the router. Please ensure that you are able to meet these expectations before applying. Ascensus provides equal employment opportunities to all associates and applicants for employment without regard to ancestry, race, color, religion, sex, (including pregnancy, childbirth, breastfeeding and/or related medical conditions), gender, gender identity, gender expression, national origin, age, physical or mental disability, medical condition (including cancer and genetic characteristics), marital status, military or veteran status, genetic information, sexual orientation, criminal conviction record or any other protected category in accordance with applicable federal, state, or local laws ("Protected Status").