Investment Advisor remote jobs

This iconic Australian brand has stayed true to its original vision: sophisticated femininity, a passion for detail and a love of colour and print. Sisters Nicky and Simone ZIMMERMANN founded their namesake brand in Sydney in 1991. Early in its evolution, ZIMMERMANN took the bold step of fusing fashion with swimwear and presented it to the world. It immediately found its following with the fashion elite, creating a new point of reference in flattering, feminine and stylish swimwear. While the swimsuit thrust ZIMMERMANN on to the international stage, it has been its optimistic, feminine and consistently desirable collections across its ready-to-wear and resort that have propelled it to greater global appeal. While based at home in Sydney, ZIMMERMANN present their ready-to-wear collections each season at Paris Fashion Week. Working with the highly acclaimed designer and long-time collaborator, Don McQualter, ZIMMERMANN maintains a number of stand-alone stores across Australia, UK & Europe, China, The US, and the Middle East. Position Purpose As a Client Advisor with Zimmermann, you will be a passionate brand ambassador, creating lasting memories for our clients. You will demonstrate exceptional client service, brand and product knowledge and relationship building skills to achieve the expectations of Zimmermann's global vision. Working within a dynamic and collaborative team culture, you will align yourself with Zimmermann's core values of integrity, creativity and passion. Role Responsibilities · Achieving sales targets and store KPI's whilst upholding Zimmermann's brand standards including store and visual presentation, stock and inventory · To ensure that an exemplary standard of client service is provided to Zimmermann's clientele in line with the brand's global vision. · Acquire and grow the Zimmermann client database through engaging and maintaining professional client relationships. · Ensure that a consistently high standard of visual presentation is achieved and reflective of the brand directives. · Have a thorough understanding of company policy and procedure relating to store operations, stock and loss prevention. · Engaging in team training and development initiatives including product and brand knowledge, sustainability, diversity and Work Health Safety. About You · Capability and drive to reach KPIs and Sales Targets · Demonstrates professionalism, optimism and team orientated approach. · Exceptional communication and interpersonal skills · Previous sales experience in luxury designer fashion · A passionate brand ambassador who embodies the Zimmermann values · Ability to cultivate Zimmermann's brand loyalty though positive client interactions. · Detailed orientated · Excellent organisational skills and problem-solving ability · A passion for exceeding customer expectations · Ability to build ongoing rapport with clientele · Ability to work independently and as part of a team Why join our team? · Bespoke career development plans and access to strong mentors and industry leaders. · Opportunity to grow within an Australian luxury fashion brand with opportunities to work globally. · Competitive package, seasonal uniforming and team member discount · Be part of a responsible fashion house with a focus in leading in sustainability Compensation Zimmermann utilizes the advertised salary and hourly range as a benchmark to offer candidates competitive compensation in the market. This approach also allows for flexibility to account for differing levels of experience and to reward both performance and tenure. Although the published salary range is a genuine estimate of the intended hourly pay for the role, Zimmermann maintains the discretion to offer compensation outside the specified range. In addition to hourly pay, Client Advisors are also eligible for commission on all sales. At Zimmermann, we believe in rewarding excellence. Our Client Advisor commission structure is designed to motivate and recognize your contributions to both personal and store sales performance. You'll earn a competitive commission on all personal sales for the month, providing you with the opportunity to significantly enhance your earnings based on your success. Diversity Statement Zimmermann is an equal opportunity employer and considers all applicants for employment on the basis of their individual capabilities and qualifications ensuring a strong corporate commitment to diversity and inclusion. If you have any support or access requirements, we encourage you to advise us at time of application to assist you through the recruitment process

Role :: Data & Financial Analyst Duration :: Long Term Contract Mandatory Requirements: • Detailed resume • Domain Experience: Telecom • Industry Experience: Finance domain • Strong leadership skills • 5-8 years of experience • Proactive and dynamic, able to understand required reports, run them, and present findings to the Verizon leadership team Role Overview: This position is a combination of Data Analyst and Financial Analyst. Strong skills in Excel, Tableau, and Smartsheet are key, with solid experience in both financial and operational reporting. Responsibilities: • Develop and maintain data infrastructure • Gather data from multiple sources, maintain datasets, and ensure data integrity (Proficiency in nSAP/1ERP is advantageous) • Perform data analysis and management reporting • Identify, analyze, and interpret trends using advanced Excel/Tableau/Smartsheet features • Conduct financial and operational performance analysis • Produce reports for performance tracking, budgeting, planning, and forecasting • Create impactful data visualizations using Excel, Tableau, and/or Smartsheet • Collaborate with stakeholders and present findings clearly • Support process improvements and streamline reporting workflows Please confirm once you start sourcing and share profiles at the earliest.

Infor Finance ERP Analyst 100% Remote Unable to provide sponsorship now or in the future Our client is a leading healthcare organization looking to bring on an Infor Finance ERP Analyst onto their team. This individual will work alongside the ERP team to manage & configure the Finance module of their Infor ERP system. Responsibilities: Perform daily configuration, monitoring, maintenance, and troubleshooting for the Infor Finance module. Deliver technical support to end users by resolving system-related issues and ensuring a positive user experience. Configure ERP modules to meet business needs and align with established workflows. Collaborate with IT teams and external vendors to customize ERP features and integrate third-party applications. Partner with departments such as Finance, HR, and Inventory to analyze processes and identify opportunities to improve efficiency through ERP solutions. Propose and implement enhancements to optimize system performance and streamline business operations. Conduct user training sessions and develop comprehensive manuals and guides for ERP usage. Maintain detailed documentation of system updates, configurations, and procedures for future reference. Coordinate, test, and validate ERP upgrades to minimize operational disruption; assist in evaluating and selecting new ERP tools or solutions when needed. Requirements: Associate's Degree required, Bachelor's Degree preferred. 3+ years of experience configuring the Infor Finance module. Experience in troubleshooting and solving technical issues related to ERP systems. Strong communication skills.

This opportunity is with ERAC, Employers Reassurance Corporation a corporate holding of GE Aerospace. We are a reinsurance company supporting the long-term care insurance. The Senior Investment Analyst will join a collaborative investment team responsible for managing over $45 billion of insurance company balance sheets, with a focus on the company's portfolio of alternative investments with ERAC. This role offers the opportunity to gain broad exposure across a variety of asset classes, structures, and investment strategies. The Senior Analyst will play a critical role in supporting the evaluation, execution, and monitoring of alternative investments, contributing to the team's overall success. **Job Description** **Roles and Responsibilities** + Conduct due diligence, financial analysis, and modeling for new alternative investments in funds and co-investments, with a strong focus on private credit strategies. + Assist in preparing investment recommendations and presentations for internal committees. + Monitor existing investments, including reviewing reports, updating valuations, and tracking performance metrics. + Support manager relationships across multiple asset classes and participate in meetings, advisory boards, and diligence sessions. + Contribute to portfolio construction analysis, commitment pacing, and performance evaluation. + Assist with cash flow forecasting and reporting for the alternatives portfolio. + Research industry trends and help identify top managers and emerging strategies across the alternatives landscape. **Required Qualifications** + Bachelor's degree in finance, Economics, Accounting or related field. + 4-6 years of experience in investment analysis, ideally focused on private credit. + Strong analytical and quantitative skills, including proficiency in Excel and financial modeling. + Excellent written and verbal communication skills. + Ability to manage multiple priorities and work collaboratively in a team environment. **Desired Characteristics** + CFA or CAIA progress preferred. + Prior experience within an insurance company environment is highly desirable. + High integrity and professional ethics. + Strong organizational and presentation skills. + Ability to work independently and build effective relationships with internal and external stakeholders. The base pay range for this position is $ 105,000.00 - 139,400.00 - 174,700.00 USD. The specific pay offered may be influenced by a variety of factors, including the candidate's experience, education, and skill set. This position is also eligible for an annual discretionary bonus based on a percentage of your base salary/ commission based on the plan. This posting is expected to close on December 30, 2025 Healthcare benefits include medical, dental, vision, and prescription drug coverage; access to a Health Coach, a 24/7 nurse-based resource; and access to the Employee Assistance Program, providing 24/7 confidential assessment, counseling and referral services. Retirement benefits include the GE Retirement Savings Plan, a tax-advantaged 401(k) savings opportunity with company matching contributions and company retirement contributions, as well as access to Fidelity resources and planning consultants. Other benefits include tuition assistance, adoption assistance, paid parental leave, disability insurance, life insurance, and paid time-off for vacation or illness. General Electric Company, Ropcor, Inc., their successors, and in some cases their affiliates, each sponsor certain employee benefit plans or programs ( _i.e_ ., is a "Sponsor"). Each Sponsor reserves the right to terminate, amend, suspend, replace, or modify its benefit plans and programs at any time and for any reason, in its sole discretion. No individual has a vested right to any benefit under a Sponsor's welfare benefit plan or program. This document does not create a contract of employment with any individual. **Additional Information** GE Aerospace offers a great work environment, professional development, challenging careers, and competitive compensation. GE Aerospace is an Equal Opportunity Employer (****************************************************************************************** . Employment decisions are made without regard to race, color, religion, national or ethnic origin, sex, sexual orientation, gender identity or expression, age, disability, protected veteran status or other characteristics protected by law. GE Aerospace will only employ those who are legally authorized to work in the United States for this opening. Any offer of employment is conditioned upon the successful completion of a drug screen (as applicable). **Relocation Assistance Provided:** No \#LI-Remote - This is a remote position GE Aerospace is an Equal Opportunity Employer. Employment decisions are made without regard to race, color, religion, national or ethnic origin, sex, sexual orientation, gender identity or expression, age, disability, protected veteran status or other characteristics protected by law.

About MOSERS MOSERS has been named one of the Best Places to Work in Money Management by Pension & Investment magazine. MOSERS investment program is responsible for managing a $10 billion portfolio held in trust for the payment of pension benefits to members. MOSERS portfolio has a sophisticated asset allocation utilizing explicit leverage. Visit the Investmentspage on our website for more information regarding MOSERS investment program.MOSERS offers competitive compensation in terms of base pay and benefits. Base pay is just one part of the total compensation we offer our employees. Clickhere to learn more about our valuable benefits package which includes financial support toobtain certifications such as the CFA and CAIA as well as a tuition reimbursement program. What Youll Do The primary responsibilities of this position is to assist in the management of the new private real asset portfolio including conducting research, due diligence, and modeling for prospective and existing real asset managers; and providing oversight of external manager relationships within this portfolio. This position works in our office in Jefferson City, Missouri. How You'll Spend Your Time Oversees external manager relationships. Duties will include daily monitoring of assigned managers and conducting due diligence meetings and writing reports to document current thoughts. Leads the manager hiring and termination process for assigned asset classes to comply with MOSERS governance policies. Leads asset class meetings to inform the group about current market conditions, current positioning, manager performance and research projects. Produces research on markets and sub-class allocations for use in asset allocation decisions. Recommends and implements strategic, value-added allocations across assigned asset classes. Reads, understands, and contributes to legal documents and account reviews. Tracks external research sources including interacting with senior research/portfolio management professionals in the investment management and investment banking industries to provide useful insight into markets and investment opportunities. Works with the internal risk team, investment managers, and software vendors to ensure the quality of the data in the risk measurement and custodian systems. Develops and runs reports in investment statistical software systems for use by the team in the investment decision making process. Maintains regular and reliable attendance. Performs other duties as needed or assigned. What we're looking for in the ideal candidate: Bachelors degree in business administration, economics, finance, or closely related field with 5 years of relevant institutional investment experience is desired. Masters degree is strongly preferred. Chartered Financial Analyst (CFA) and/or Chartered Alternative Investment Analyst designation, progress toward it, or willingness to pursue it is strongly preferred. Requires an advanced knowledge of the investment markets, economic theories, investment principles and portfolio management. Requires strong abilities in interpreting statistical data and investment markets. Strong analytical and data analysis skills are required. Strong computer skills and a sound working knowledge of portfolio management systems are essential. Strong communication skills both written and verbal are required with experience making formal presentations preferred. Some out of state (possibly international) travel may be required for several days at a time and probably no more frequently than every other month. Ability to maintain regular and reliable attendance. Ability to maintain confidentiality. Ability to establish and maintain positive working relationships with MOSERS staff, members, outside vendors, and other customers. Ability to demonstrate integrity and high degree of ethics. What Youll Love About Us Our Team Our staff consistently ranks co-workers at the top of their lists of things they love about MOSERS in our annual employee satisfaction and engagement surveys Our Culture Our staff also ranks our leadership and our team culture highly on our surveys. Access to world class money managers Our balanced investment approach between performance and risk MOSERS commitment to funding and maintaining your CFA, CAIA, or other professional designations or educational degree. Knowing you are working to provide financial security for our members Competitive Pay Remote Work - Option to work from home on Fridays upon eligibility Our BenefitsMOSERS staff enjoy the same benefits as State of Missouri Employees, which include: Defined Benefit and Defined Contribution Pension Plans Health Insurance Vision Insurance Dental Insurance Life Insurance Long-Term Disability Insurance Cafeteria Plan Employee Assistance Program Paid Vacation and Sick Leave 13 Holidays Per Year Tuition Reimbursement Parental Leave If this job sounds like a fit for you, we look forward to reviewing your resume!To ensure consideration, apply by December 9, 2025,but the position will remain open until filled.

About Us: ProShares has been at the forefront of the ETF revolution since 2006. ProShares now offers one of the largest lineups of ETFs, with over $85 billion in assets. The company is a leader in strategies such as crypto-linked, dividend growth, interest rate hedged bond and geared (leveraged and inverse) ETF investing. ProShares continues to innovate with products that provide strategic and tactical opportunities for investors to manage risk and enhance returns. Position Summary: The Senior Investment Consultant will be responsible for the distribution of all ProShares strategic product offerings through institutional relationships which include Registered Investment Advisors ('RIA"), Bank Trust and Single and Multi-Family Offices. The ideal candidate will develop and evolve a business strategy to optimize the entire client lifecycle (prospecting to final presentations) and maintain a service model for new and existing relationships. This individual should demonstrate a strong knowledge of the competitive landscape, financial markets, industry trends and ProShares products and services. The role will be expected to travel within an assigned territory to conduct office presentations, client meetings and one-on-one meetings. The role is a fast-paced, highly competitive, client-facing sales role that is rewarded based upon consistent, superior results. Additionally, as the role is an extension of ProShares brand with key clients, the Senior Investment Consultant should seek to represent the company through consistent displays of the firm's strong values and ethical behavior. Key Responsibilities [1] : 50% of time: Develop and maintain profitable, productive relationships with RIAs, family offices and other institutional segments within the assigned territory to capture sales and increase market share. Proactively seek and support the development of new initiatives within assigned territory to enhance the firm's success and market presence while meeting annual sales goals. 25% of time: Conduct one-on-one meetings, group presentations and client meetings/events which involve travel. Deliver high-quality product knowledge, consultative sales approach and guiding the implementation of the sale with RIA & Family Office clients to grow assets within the strategic product range of ETFs. 10% of time: Develop solid working relationships with the field sales team through regular communication, on-going mentorship, training and delegation of responsibilities to ensure proper coverage of this important segment of clients. 10% of time: Understand and articulate capital market dynamics, complex product structures, and competitor ETF products. Provide the proper after-sales support and reporting to keep existing clients informed. 5% of time: Capture field activity and sales related data in CRM System and effectively manage firm resources, which includes travel expenses, entertainment and client support budgets. Qualifications: 10+ years of relevant work experience in the investment management industry, with experience in institutional relationship management, business development and financial services sales Strong academic background with advanced degree, and/or a professional designation such as a CFA. Must have established RIA and/or Family office contacts with established relationships across the wider institutional channel (such as endowments, foundations, Taft Hartley plans, other asset managers and OCIO service providers) Strong ability to drive client engagement process, recommend and execute within tight deadlines. Experience with exchange traded funds, mutual funds and/or interval funds Broad investment acumen, knowledge of capital markets, the asset management industry and product offerings The compensation for this position includes salary and incentive pay. The annual base salary range for this role is $175,000-$200,000 (USD), which does not include discretionary bonus compensation. Total compensation may vary based on experience, role, location, department, and individual performance. Our Benefits: Competitive pay and discretionary bonus Paid time off Health care benefits (medical, dental & vision) Additional insurance includes basic life, accidental death and dismemberment, supplemental life, disability and legal benefit 401(k) retirement plan with matching contribution Spending Accounts (Health Care, Dependent Care, and Transportation) Wellness Programs (fitness reimbursement, Employee Assistance Program) Education assistance Hybrid work schedule Additional Programs include peer recognition, corporate matching gift [1] These statements are intended to describe the general nature and level of work involved for this job. It is not an exhaustive list of all responsibilities, duties and skills required of this job. To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions . Additional privacy information for CA residents EOE STATEMENT ProShare Advisors LLC and its affiliates are equal opportunity employers and do not discriminate against otherwise qualified applicants on the basis of age, race, color, religion, creed, sex (including pregnancy, childbirth, or related medical conditions), marital or family status, national origin, ancestry, physical or mental disability, mental condition, veteran status, sexual orientation, gender identity, genetic information, or any other characteristic protected by applicable law.

MOSERS has been named one of the Best Places to Work in Money Management by Pension & Investment magazine. MOSERS investment program is responsible for managing a $10 billion portfolio held in trust for the payment of pension benefits to members. MOSERS portfolio has a sophisticated asset allocation utilizing explicit leverage. Visit the Investments page on our website for more information regarding MOSERS investment program. MOSERS offers competitive compensation in terms of base pay and benefits. Base pay is just one part of the total compensation we offer our employees. Click here to learn more about our valuable benefits package which includes financial support to obtain certifications such as the CFA and CAIA as well as a tuition reimbursement program. What You'll Do The primary responsibilities of this position is to assist in the management of the new private real asset portfolio including conducting research, due diligence, and modeling for prospective and existing real asset managers; and providing oversight of external manager relationships within this portfolio. This position works in our office in Jefferson City, Missouri. How You'll Spend Your Time * Oversees external manager relationships. Duties will include daily monitoring of assigned managers and conducting due diligence meetings and writing reports to document current thoughts. * Leads the manager hiring and termination process for assigned asset classes to comply with MOSERS governance policies. * Leads asset class meetings to inform the group about current market conditions, current positioning, manager performance and research projects. * Produces research on markets and sub-class allocations for use in asset allocation decisions. * Recommends and implements strategic, value-added allocations across assigned asset classes. * Reads, understands, and contributes to legal documents and account reviews. * Tracks external research sources including interacting with senior research/portfolio management professionals in the investment management and investment banking industries to provide useful insight into markets and investment opportunities. * Works with the internal risk team, investment managers, and software vendors to ensure the quality of the data in the risk measurement and custodian systems. * Develops and runs reports in investment statistical software systems for use by the team in the investment decision making process. * Maintains regular and reliable attendance. * Performs other duties as needed or assigned. What we're looking for in the ideal candidate: * Bachelor's degree in business administration, economics, finance, or closely related field with 5 years of relevant institutional investment experience is desired. Master's degree is strongly preferred. * Chartered Financial Analyst (CFA) and/or Chartered Alternative Investment Analyst designation, progress toward it, or willingness to pursue it is strongly preferred. * Requires an advanced knowledge of the investment markets, economic theories, investment principles and portfolio management. * Requires strong abilities in interpreting statistical data and investment markets. * Strong analytical and data analysis skills are required. * Strong computer skills and a sound working knowledge of portfolio management systems are essential. * Strong communication skills both written and verbal are required with experience making formal presentations preferred. * Some out of state (possibly international) travel may be required for several days at a time and probably no more frequently than every other month. * Ability to maintain regular and reliable attendance. * Ability to maintain confidentiality. * Ability to establish and maintain positive working relationships with MOSERS staff, members, outside vendors, and other customers. * Ability to demonstrate integrity and high degree of ethics. What You'll Love About Us * Our Team - Our staff consistently ranks "co-workers" at the top of their lists of things they love about MOSERS in our annual employee satisfaction and engagement surveys * Our Culture - Our staff also ranks our leadership and our "team" culture highly on our surveys. * Access to world class money managers * Our balanced investment approach between performance and risk * MOSERS commitment to funding and maintaining your CFA, CAIA, or other professional designations or educational degree. * Knowing you are working to provide financial security for our members * Competitive Pay * Remote Work - Option to work from home on Fridays upon eligibility * Our Benefits - MOSERS staff enjoy the same benefits as State of Missouri Employees, which include: * Defined Benefit and Defined Contribution Pension Plans * Health Insurance * Vision Insurance * Dental Insurance * Life Insurance * Long-Term Disability Insurance * Cafeteria Plan * Employee Assistance Program * Paid Vacation and Sick Leave * 13 Holidays Per Year * Tuition Reimbursement * Parental Leave If this job sounds like a fit for you, we look forward to reviewing your resume! To ensure consideration, apply by December 9, 2025, but the position will remain open until filled.

Howden Re is the global reinsurance broker and risk, capital & strategic advisor focused on relentless innovation & superior analytics for top client service. About Role Howden Tiger Capital Markets & Advisory LLC dba Howden Tiger Capital Markets & Advisory Associate Location: New York, NY Job Description Howden Tiger Capital Markets & Advisory is seeking an Associate in New York, NY. The Associate will participate in all stages of transaction executions, from the pitch phase through closing. Own day-to-day execution of live transactions. Lead client communications on live transactions. Develop and maintain client relationships. Assist with transaction structuring and negotiation. Participate in business development activities. Present materials in client meetings; covering topics such as strategic alternatives, capital markets activity and general corporate finance. Evaluate capital needs of clients and assess market conditions to inform structuring of financial packages. Execute M&A, equity, debt and ILS transactions. Provide support for and conduct mergers and acquisitions, public and private capital offerings, insurance linked security (ILS) offerings and other financial advisory services. Mentor and lead analysts and other associates. Mentor and lead intern class. Assist with producing internal training materials. Supervise one analyst which will include regular monthly performance review and formal year-end review. Originate client business. Attend industry conferences and set up meetings. Supervise one (1) subordinate with title: Analyst. This position requires only little domestic and international travel, up to 24% of the time. Position allows working from home within commuting distance of worksite location. Job Requirements Requires at least a Bachelor's degree or foreign equivalent in Finance, Economics, Actuarial Science, Mathematics, Public Policy, or a related field. Must possess 2 years of experience with all of the following: (a) working in the financial services industry with investment banking; (b) working with Mergers and Acquisitions (M&A) transactions; (c) using Capital IQ to conduct industry research and transaction sourcing; (d) completing financial analysis and valuation modeling utilizing Capital IQ; (e) drafting transaction documents including confidential information memorandums (CIMs), teasers, and management presentations; (f) utilizing advanced Excel including: VLOOKUPS, Index Match, If, Then statements, SumIf, SumProduct, Macros, and pivot tables; (f) conducting hard and soft due-diligence; (g) completing financial analysis and valuation methodologies including discounted cash flow (DCF), leveraged buyout (LBO), and comparable company; (h) preparing client recommendations and pitches on strategic alternatives, capital raising, financing options, and market conditions. Experience may be gained concurrently. This position requires only little domestic and international travel, up to 24% of the time. Position allows working from home within commuting distance of worksite location. Compensation and Benefits The expected base salary range for this role is $175,000 - $225,000, depending on experience and location. In addition to a competitive base salary, employees are eligible to receive a discretionary bonus. Howden also offers a variety of benefits and programs, subject to eligibility, including: * Medical, dental, and vision insurance, including healthcare savings and reimbursement accounts * 401(k) retirement plan * Flexible Paid Time Off and paid parental leave * Life and Disability insurance

Howden Re is the global reinsurance broker and risk, capital & strategic advisor focused on relentless innovation & superior analytics for top client service. About Role Howden Tiger Capital Markets & Advisory LLC dba Howden Tiger Capital Markets & Advisory Associate Location: New York, NY Job Description Howden Tiger Capital Markets & Advisory is seeking an Associate in New York, NY. The Associate will participate in all stages of transaction executions, from the pitch phase through closing. Own day-to-day execution of live transactions. Lead client communications on live transactions. Develop and maintain client relationships. Assist with transaction structuring and negotiation. Participate in business development activities. Present materials in client meetings; covering topics such as strategic alternatives, capital markets activity and general corporate finance. Evaluate capital needs of clients and assess market conditions to inform structuring of financial packages. Execute M&A, equity, debt and ILS transactions. Provide support for and conduct mergers and acquisitions, public and private capital offerings, insurance linked security (ILS) offerings and other financial advisory services. Mentor and lead analysts and other associates. Mentor and lead intern class. Assist with producing internal training materials. Supervise one analyst which will include regular monthly performance review and formal year-end review. Originate client business. Attend industry conferences and set up meetings. Supervise one (1) subordinate with title: Analyst. This position requires only little domestic and international travel, up to 24% of the time. Position allows working from home within commuting distance of worksite location. Job Requirements Requires at least a Bachelor's degree or foreign equivalent in Finance, Economics, Actuarial Science, Mathematics, Public Policy, or a related field. Must possess 2 years of experience with all of the following: (a) working in the financial services industry with investment banking; (b) working with Mergers and Acquisitions (M&A) transactions; (c) using Capital IQ to conduct industry research and transaction sourcing; (d) completing financial analysis and valuation modeling utilizing Capital IQ; (e) drafting transaction documents including confidential information memorandums (CIMs), teasers, and management presentations; (f) utilizing advanced Excel including: VLOOKUPS, Index Match, If, Then statements, SumIf, SumProduct, Macros, and pivot tables; (f) conducting hard and soft due-diligence; (g) completing financial analysis and valuation methodologies including discounted cash flow (DCF), leveraged buyout (LBO), and comparable company; (h) preparing client recommendations and pitches on strategic alternatives, capital raising, financing options, and market conditions. Experience may be gained concurrently. This position requires only little domestic and international travel, up to 24% of the time. Position allows working from home within commuting distance of worksite location. Compensation and Benefits The expected base salary range for this role is $175,000 - $225,000, depending on experience and location. In addition to a competitive base salary, employees are eligible to receive a discretionary bonus. Howden also offers a variety of benefits and programs, subject to eligibility, including: Medical, dental, and vision insurance, including healthcare savings and reimbursement accounts 401(k) retirement plan Flexible Paid Time Off and paid parental leave Life and Disability insurance

Lambda, The Superintelligence Cloud, is a leader in AI cloud infrastructure serving tens of thousands of customers. Our customers range from AI researchers to enterprises and hyperscalers. Lambda's mission is to make compute as ubiquitous as electricity and give everyone the power of superintelligence. One person, one GPU. If you'd like to build the world's best AI cloud, join us. *Note: This position requires presence in our San Francisco location 4 days per week; Lambda's designated work from home day is currently Tuesday. What You'll Do: Support the quarterly earnings process, including logistics, financial analyses, and preparation of earnings materials Collaborate with Finance and cross-functional teams to analyze financial performance and key business developments for use in investor communications Perform financial, strategic, and competitive analyses, including peer benchmarking and ad hoc projects that support strategic and financial initiatives Review and analyze equity research, consensus estimates, and investor/analyst sentiment to assess valuation drivers and market perception Assist with the creation and ongoing maintenance of investor relations materials, including updates to the Investor Relations website Assist with the planning and execution of investor relations events, including non-deal roadshows and investor conferences Monitor peers and competitors' earnings disclosures and equity research publications to inform internal messaging and market positioning Summarize and distribute key takeaways from investor interactions, equity research, and market developments to senior management You Have 2-5 years of experience in equity research, investment banking, buy-side investing, or strategic finance Demonstrate mature financial and analytical skills with the ability to interpret complex information and financial concepts Possess strong business acumen with an understanding of technology and software business models, and a capacity to quickly learn about our industry, products, competitors, and key audiences Proficient in Excel and Google Suite; experience with financial research tools is a plus Bring a detail-oriented mindset coupled with the ability to think strategically and see the broader picture Thrive in fast-paced, high-growth environments with a proactive, flexible, and collaborative mindset Bring excellent verbal and written communication skills, with the ability to work effectively across teams and functions Hold a BS or BA in Business, Economics, or a related field, or equivalent relevant work experience Bring a passion for capital markets, paired with a strong interest in understanding emerging trends and developments in the technology industry Nice to Have: Experience with AI, SaaS, or consumption-based business models Comfort handling ambiguity and working with minimal supervision Experience working with pre-IPO companies Familiarity with capital structure dynamics and the ability to evaluate debt instruments such as bonds and bank facilities Salary Range Information The annual salary range for this position has been set based on market data and other factors. However, a salary higher or lower than this range may be appropriate for a candidate whose qualifications differ meaningfully from those listed in the job description. About Lambda Founded in 2012, with 500+ employees, and growing fast Our investors notably include TWG Global, US Innovative Technology Fund (USIT), Andra Capital, SGW, Andrej Karpathy, ARK Invest, Fincadia Advisors, G Squared, In-Q-Tel (IQT), KHK & Partners, NVIDIA, Pegatron, Supermicro, Wistron, Wiwynn, Gradient Ventures, Mercato Partners, SVB, 1517, and Crescent Cove We have research papers accepted at top machine learning and graphics conferences, including NeurIPS, ICCV, SIGGRAPH, and TOG Our values are publicly available: ************************* We offer generous cash & equity compensation Health, dental, and vision coverage for you and your dependents Wellness and commuter stipends for select roles 401k Plan with 2% company match (USA employees) Flexible paid time off plan that we all actually use A Final Note: You do not need to match all of the listed expectations to apply for this position. We are committed to building a team with a variety of backgrounds, experiences, and skills. Equal Opportunity Employer Lambda is an Equal Opportunity employer. Applicants are considered without regard to race, color, religion, creed, national origin, age, sex, gender, marital status, sexual orientation and identity, genetic information, veteran status, citizenship, or any other factors prohibited by local, state, or federal law.

Intro description: Legalist is an institutional alternative asset management firm. Founded in 2016 and incubated at Y Combinator, the firm uses data-driven technology to invest in credit assets at scale. We are always looking for talented people to join our team. We are looking for a Senior Investment Analyst on our Government Receivables strategy. In this role, you'll be a senior member of the strategy's underwriting team, working with colleagues to originate, diligence, and monitor revolving and term loans backed by government contacts, tax credits, and other government receivables collateral. See more about the strategy here. Target candidates have a background in law, consulting/advisory, or credit analysis, and we're especially interested in speaking with candidates with prior government receivables exposure. If you have the experience and interest in working at a technology powered investment firm, we highly encourage you to apply. Core responsibilities: Perform due diligence on prospective credit investments and prepare written investment recommendations to senior team members Assist origination team in identifying and closing target counterparties (across industries and asset types) Prepare financial models and related analysis to support investment recommendations and track ongoing investments Assist colleagues across the strategy and company-wide in areas such as origination, underwriting, structuring, portfolio management, operations, technology and marketing. Qualifications: Bachelor's degree in a relevant field; advanced degrees encouraged 5+ years' relevant experience in law, finance/credit, or advisory/consulting Proficiency in financial statement analysis, financial modeling, and/or asset and enterprise valuation Strong written/oral communication, equally comfortable with expert and non-technical colleagues Excellent organizational skills and high attention to detail Ability to work seamlessly across functions and teams, while also being comfortable with solo projects for extended periods Ability to thrive in a fast paced, growth focused environment Nice to Have: First hand exposure (as an attorney, analyst, or banker/consultant) with government contractors or receivables Prior extended experience at a hybrid or remote-first organization

At J.P. Morgan Wealth Management, we have an enthusiasm for helping our clients, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion As an Unlicensed Investment Professional in J.P. Morgan Wealth Management, you will have the opportunity to demonstrate customer obsessed behaviors when assisting our internal and external clients with their brokerage accounts, to help them reach their financial goals and dreams. Additionally, you will see first-hand how our capital markets are impacted by local and global events in this fast-moving, dynamic industry. Job Responsibilities Assist clients and prospects with brokerage accounts and uncover investment needs with a focus on delivering an exceptional client experience over the telephone Discuss Individual Retirement Accounts, such as Traditional and Roth IRAs Create business efficiency by focusing on answering calls quickly, identifying client needs, initiating trades in the capital markets, and completing service-oriented transaction Document all client interactions and meeting all regulatory requirements around these activities Required qualifications, capabilities, and skills FINRA Securities Industry Essentials (SIE), Series 7 and 63 (or equivalent) must be obtained within 90 days of employment Strong compliance record in prior position(s) and ability to hold a registration in all 50 states Ability to create and foster strong partnerships with business partners, working independently as well as in a team environment Capacity to manage multiple priorities in a fast-paced environment and be adaptive to change Ability to diagnose and resolve client inquiries and requests as well as identify opportunities to deepen client relationships Preferred qualifications, capabilities, and skills Bachelor's degree preferred or equivalent experience 2 years of relevant financial services or brokerage experience Flexibility, self-motivation, coachability, and passionate for helping people Excellent communication and customer service skills, ability to display a high level of professionalism, and ability to adapt conversations to meet the needs of a diverse client base Additional information: Must be able to work onsite Monday through Friday from 8:30am - 5:00pm during training and/or licensing. Following training, transition to a hybrid environment, where team members work in the office three days a week and work remote two days. Department is open the following hours: Monday-Friday 8 AM - 9 PM EST, Saturday 8 AM - 5 PM EST. The working hours for this role will be assigned and may fall into any of the department operating hours. Candidate may be required to work non-standard schedule (example: four 10 hour days vs. five 8 hour days).

JobID: 210675596 JobSchedule: Full time JobShift: : At J.P. Morgan Wealth Management, we have an enthusiasm for helping our clients, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion As an Unlicensed Investment Professional in J.P. Morgan Wealth Management, you will have the opportunity to demonstrate customer obsessed behaviors when assisting our internal and external clients with their brokerage accounts, to help them reach their financial goals and dreams. Additionally, you will see first-hand how our capital markets are impacted by local and global events in this fast-moving, dynamic industry. Job Responsibilities * Assist clients and prospects with brokerage accounts and uncover investment needs with a focus on delivering an exceptional client experience over the telephone * Discuss Individual Retirement Accounts, such as Traditional and Roth IRAs * Create business efficiency by focusing on answering calls quickly, identifying client needs, initiating trades in the capital markets, and completing service-oriented transaction * Document all client interactions and meeting all regulatory requirements around these activities Required qualifications, capabilities, and skills * FINRA Securities Industry Essentials (SIE), Series 7 and 63 (or equivalent) must be obtained within 90 days of employment * Strong compliance record in prior position(s) and ability to hold a registration in all 50 states * Ability to create and foster strong partnerships with business partners, working independently as well as in a team environment * Capacity to manage multiple priorities in a fast-paced environment and be adaptive to change * Ability to diagnose and resolve client inquiries and requests as well as identify opportunities to deepen client relationships Preferred qualifications, capabilities, and skills * Bachelor's degree preferred or equivalent experience * 2 years of relevant financial services or brokerage experience * Flexibility, self-motivation, coachability, and passionate for helping people * Excellent communication and customer service skills, ability to display a high level of professionalism, and ability to adapt conversations to meet the needs of a diverse client base Additional information: * Must be able to work onsite Monday through Friday from 8:30am - 5:00pm during training and/or licensing. Following training, transition to a hybrid environment, where team members work in the office three days a week and work remote two days. * Department is open the following hours: Monday-Friday 8 AM - 9 PM EST, Saturday 8 AM - 5 PM EST. The working hours for this role will be assigned and may fall into any of the department operating hours. Candidate may be required to work non-standard schedule (example: four 10 hour days vs. five 8 hour days).

*INVESTMENT CONSULTANT - Remote based in TX* WHAT IS THE OPPORTUNITY? Expand and deepen the network of Independent Financial Advisors, CPA's & attorneys referring clients to Royal Bank of Canada (RBC) Rochdale and to communicate and meet high net worth investors who have expressed an interest in RBC Rochdale investment services. Develops "partnering" relationships with Independent Financial Advisor, accounting firms, and estate planning firms with the objective of providing the highest level of investment management services to their clients. Performance in the role is based on the acquisition of new assets under management. WHAT WILL YOU DO? * Develop and implement programs designed to increase the quality and quantity of Independent Financial Advisors, accounting and law firms referring clients to RBC Rochdale. * Ensure that Independent Financial Advisors are kept abreast of firm and industry developments. * Ensure that the transition from the sales process to portfolio management is smooth and accurate. * Facilitate the new accounts and account transfer process. * Handle Independent Financial Advisor and client communication. * Prepare client presentations. * Communicate regularly with centers of influence to ensure that products and services are meeting their needs, expectations and specifications. * Facilitate and conduct individual meetings and presentations in assigned territory. * Generate new assets to the firm using a highly professional consultative sales approach. WHAT DO YOU NEED TO SUCCEED? *Required Qualifications** * Bachelor's Degree * Minimum 5 years of financial experience preferably in Investment Management * 2 years of experience in the High Net Worth or Ultra High Net Market markets * 2 + years delivering formal client presentations * FINRA Series 7 and 63 or 66 licenses * Ability to travel 40-50% of the time *Additional Qualifications* * CFA - Chartered Financial Analyst (or in process of becoming CFA Charterholder) * Highly competitive and goal-oriented * A focus on sales and new business development * Masters Degree preferred * Working knowledge of portfolio management, including knowledge of investment techniques and asset allocation, investment research, capital market behaviors, and financial instruments generally acquired through years of investment and /or HNW related experience. * Experience in the High Net Worth or Ultra High Net Market markets * Working knowledge of financial planning, investment and/or HNW economic issues (aka "continual learner") and the ability to apply principal techniques of portfolio management, along with excellent communication skills to effectively interface with clients and investment colleagues. * Prior success in the HNW or UHNW market * Excellent communication skills * Self-motivated and self-disciplined * Strategic thinker, able to assess and recommend a course of action * Highest level of both personal and professional demeanor and ethical behavior *WHAT'S IN IT FOR YOU?* *Compensation*Starting base salary: $101,231 - $172,355 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions. *Benefits and Perks* At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including: * Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date * Generous 401(k) company matching contribution * Career Development through Tuition Reimbursement and other internal upskilling and training resources * Valued Time Away benefits including vacation, sick and volunteer time * Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs * Career Mobility support from a dedicated recruitment team * Colleague Resource Groups to support networking and community engagement Get a more detailed look at our ********************************* ABOUT US Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at ********************************** *INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT* City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law. It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. *Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled. Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job. \#LI-DN1 \#CA-DN1

This position is eligible for incentive compensation and has a maximum incentive opportunity of 20% of base salary. The CalSTRS Investments Branch is seeking an experienced individual to work as an Investment Officer III (IO III) on the Investment Compliance team. CalSTRS Investment Performance & Compliance team is comprised of two units: Investment Performance & Analytics and Investment Compliance. Investment Compliance supports the Investment Branch by providing principles-based recommendations and safeguarding the assets of our members. The primary function is to monitor and implement compliance and ethics activities that enables the Investment Branch to comply with a comprehensive system of policies, processes and procedures designed to prevent, detect and reduce risks which is supported by a culture of integrity. The ideal candidate will possess the following skills: * Experience working in investment compliance, business risk oversight, investment legal document review, or operations * Experience with project planning, strategy, or process implementation * Experience using technology systems and analytical tools such as MS, Power BI, R, Python or other related tools * Experience with interpreting document, contracts, and agreements for preparing required disclosures the public and private financial markets * Experience working with financial market tools such as Custodian, Bloomberg, Factset, Order Management Systems, compliance or due diligence systems, or other related tools * Ability to understand technology language to communicate with staff and stakeholders * Ability to understand and interpret rules, regulations and policies * Ability to build and maintain sound governance structures and documentation * Ability to analyze information and data and present viable recommendations * Ability to build and maintain effective working relationships with internal and external customers * Ability to communicate ideas, thoughts, and facts verbally and in writing * Ability to meet deadlines while managing multiple assignments * Ability to work independently and in a team environment while exercising a high degree of initiative, independence, and good judgment * Ability to promote a positive and collaborative working environment An incumbent who possesses a professional certification as a Chartered Financial Analyst (CFA) may receive a 5% monthly base pay differential. Every 12 months, based on performance evaluation, employees may receive a 5% salary increase until they reach the maximum salary for the position. In July 2025, the State of California implemented the Personal Leave Program 2025. This program reduces employees' monthly base pay in exchange for paid leave credits. This position is subject to PLP 2025 and will have a monthly base pay reduction of 3% in exchange for 5 hours of leave credits for the duration of the program. The salary ranges shown on this job posting do not reflect the reduced amounts. Does this opportunity seem right for you? If so, see the Application Instructions section below and apply now. You will find additional information about the job in the Duty Statement. Working Conditions CalSTRS offers a hybrid approach including in-office and remote work solutions based on business needs. All staff of CalSTRS are employees of the State of California and subject to California employment taxes and withholdings. Upon appointment, staff are required to provide a current California address to CalSTRS Human Resources to be used as a remote work location. This position is not eligible for visa sponsorship. Applicants must be authorized to work in the US without the need for visa sponsorship by the start date of employment with CalSTRS. Minimum Requirements You will find the Minimum Requirements in the Class Specification. * INVESTMENT OFFICER III, STATE TEACHERS' RETIREMENT SYSTEM Additional Documents * Job Application Package Checklist * Duty Statement Position Details Job Code #: JC-501517 Position #(s): ************-XXX Working Title: Investment Officer III, Investment Compliance Classification: INVESTMENT OFFICER III, STATE TEACHERS' RETIREMENT SYSTEM $10,681.00 - $12,738.00 New to State candidates will be hired into the minimum salary of the classification or minimum of alternate range when applicable. # of Positions: 2 Work Location: Yolo County Telework: Hybrid Job Type: Permanent, Full Time Department Information CalSTRS: Securing the financial future and sustaining the trust of California's educators CalSTRS is the largest educator-only pension fund in the world, providing retirement, disability and survivor benefits to California's more than 1 million public school educators and their families. The Investments Branch manages a portfolio that is broadly diversified into seven asset categories with assets totaling approximately $385.8 billion as of October 31, 2025. In 2024, the CalSTRS Investments Branch was named one of the Best Places to Work in Money Management by the Pensions & Investments magazine for the tenth time since 2013. CalSTRS is committed to setting best practice precedents, implementing innovative diversity and inclusion principles, motivating positive change, and advancing the worlds investment markets. We do this by establishing collaborative relationships across a vast network of investment managers, portfolio companies and industry associations in order to maximize returns and leverage opportunities for positive change. Our two U.S. Green Building LEED Platinum-certified headquarters buildings in West Sacramento, California, feature sustainable construction, abundant natural lighting, an organic garden, sustainable beekeeping and ergonomic functionally designed workspaces. We offer a variety of on-site amenities to our team members, including two full-service cafés, two free fitness centers, a bicycle rental library and a child care center with a covered playground. Team members enjoy walks along the Sacramento River and nearby seasonal farmers markets. In addition to our state-of-the-art amenities, we offer thriving wellness and sustainability programs, an award-winning employee recognition program, and ongoing training, learning and development opportunities. We offer competitive benefits, flexible work hours and hybrid work options. We are committed to creating a workplace where our team members thrive. If you're looking for a rewarding career and are interested in becoming part of a diverse and inclusive workforce where talent, expertise and wellness are valued, we encourage you to find out more about our many career options at CalSTRS.com/Careers. Special Requirements Exam This position requires a current Investment Officer III, STRS examination. If you need to take the examination or if your score has expired, click here to gain list eligibility. CalSTRS Personal Trading Program Investment Branch employees are required to participate in the CalSTRS Personal Trading Program which allows CalSTRS to monitor employees' personal trading transactions in order to reduce risks associated with insider trading, front running, and misusing material non-public information. Upon accepting a position within the Investment Branch, you will be required to disclose your personal broker account information and be required to utilize a personal broker from a designated list as provided by CalSTRS. Background Investigation Prior to employment with CalSTRS, a background investigation (BI) will be conducted. The BI consists of a Personal History Statement and fingerprinting through the Department of Justice. The BI will check criminal and civil records and, if applicable, verify education and check driving records. CalSTRS Disclosure Requirements This position may be subject to disclosure and disqualification requirements concerning economic conflict of interest in government work, including the Conflict of Interest Code that applies to CalSTRS team members and the Political Reform Act, which require disclosure of certain investment information and use of a designated trading platform for securities transactions, as well as filing a Statement of Economic Interest (Form 700). Incompatible Activities This position is subject to the provisions of Government Code Section 19990. Upon accepting a position at CalSTRS, you will also be required to comply with the CalSTRS Incompatible Activities Policy by ensuring that outside work or activities are compatible and align with your professional activities or workplace obligations. Application Instructions Completed applications and all required documents must be received or postmarked by the Final Filing Date in order to be considered. Dates printed on Mobile Bar Codes, such as the Quick Response (QR) Codes available at the USPS, are not considered Postmark dates for the purpose of determining timely filing of an application. Final Filing Date: 12/31/2025 Who May Apply Individuals who are currently in the classification, eligible for lateral transfer, eligible for reinstatement, have list or LEAP eligibility, are in the process of obtaining list eligibility, or have SROA and/or Surplus eligibility (please attach your letter, if available). SROA and Surplus candidates are given priority; therefore, individuals with other eligibility may be considered in the event no SROA or Surplus candidates apply. Applications will be screened and only the most qualified applicants will be selected to move forward in the selection process. Applicants must meet the Minimum Qualifications stated in the Classification Specification(s). How To Apply Complete Application Packages (including your Examination/Employment Application (STD 678) and applicable or required documents) must be submitted to apply for this Job Posting. Application Packages may be submitted electronically through your CalCareer Account at ********************** When submitting your application in hard copy, a completed copy of the Application Package listing must be included. If you choose to not apply electronically, a hard copy application package may be submitted through an alternative method listed below: Address for Mailing Application Packages You may submit your application and any applicable or required documents to: State Teachers' Retirement System N/A Attn: Recruitment P.O. Box 15275, MS 31 Sacramento, CA 95851-0275 Address for Drop-Off Application Packages You may drop off your application and any applicable or required documents at: State Teachers' Retirement System N/A CalSTRS, Attn: Recruitment 100 Waterfront Place West Sacramento, CA 95605 08:00 AM - 05:00 PM Required Application Package Documents The following items are required to be submitted with your application. Applicants who do not submit the required items timely may not be considered for this job: * Current version of the State Examination/Employment Application STD Form 678 (when not applying electronically), or the Electronic State Employment Application through your Applicant Account at ********************** All Experience and Education relating to the Minimum Qualifications listed on the Classification Specification should be included to demonstrate how you meet the Minimum Qualifications for the position. * Resume is required and must be included. * Other - A Cover Letter is required and must be included. Applicants requiring reasonable accommodations for the hiring interview process must request the necessary accommodations if scheduled for a hiring interview. The request should be made at the time of contact to schedule the interview. Questions regarding reasonable accommodations may be directed to the EEO contact listed on this job posting. Benefits CalSTRS offers a competitive pay schedule and a work-life-balance for all its employees. The State of California provides comprehensive benefits packages determined by the employee's bargaining unit and conditions of employment. Some benefits include: * Alternative work schedules * Flexible work hours * Remote work options * Medical benefits, including health, dental and vision insurance * Paid holidays and a defined benefit retirement program * More than four weeks of vacation/sick leave for leaders * More than three weeks of vacation/sick leave for staff * Health insurance in retirement * Employee Assistance Program * Loan forgiveness under the federal Public Service Loan Forgiveness Program For the latest information on the benefits offered by the state of California, explore the Health Benefits Summary provided by CalHR. Contact Information The Human Resources Contact is available to answer questions regarding the position or application process. Human Resources Contact: Recruitment ************** *********************** Please direct requests for Reasonable Accommodations to the interview scheduler at the time the interview is being scheduled. You may direct any additional questions regarding Reasonable Accommodations or Equal Employment Opportunity for this position(s) to the Department's EEO Office. EEO Contact: EEO Officer ************** ********************** California Relay Service: ************** (TTY), ************** (Voice) TTY is a Telecommunications Device for the Deaf, and is reachable only from phones equipped with a TTY Device. ADDITIONAL APPLICATION INSTRUCTIONS * Electronic applications through your CalCareer account are highly recommended. If you are unable to apply electronically through your CalCareer account, please mail or drop off a hard copy of your application packet. Please provide the following information on your application: ************-XXX RPA: 0176/0305, JC-501517. * If education is being used to meet the minimum qualifications, please submit a copy of your transcripts/degree. * Training and Development (T&D) assignments may be considered for this position. If you are applying as a T&D, please indicate this in the eligibility section of your application. * Candidate may be selected by application packet review only. * Multiple positions may be filled from this recruitment. * Submission of an incomplete STD 678 may result in disqualification. Equal Opportunity Employer The State of California is an equal opportunity employer to all, regardless of age, ancestry, color, disability (mental and physical), exercising the right to family care and medical leave, gender, gender expression, gender identity, genetic information, marital status, medical condition, military or veteran status, national origin, political affiliation, race, religious creed, sex (includes pregnancy, childbirth, breastfeeding and related medical conditions), and sexual orientation. It is an objective of the State of California to achieve a drug-free work place. Any applicant for state employment will be expected to behave in accordance with this objective because the use of illegal drugs is inconsistent with the law of the State, the rules governing Civil Service, and the special trust placed in public servants.

We are looking to rapidly expand, providing the perfect opportunity to work from home. This position is for an Entry level financial consultant (part-time or full-time) . Industry demand is at an all-time high due to current times. Our firm believes in taking on an educational approach to finances and delivering our expertise to people from all walks of life. Partnering with some of the top 100, fortune 500 companies, we are able to provide a complimentary financial plan for anyone who needs help. Financial professionals were recently ranked as the #1 growing career by the U.S. Department of Labor. This is an opportunity for individuals who are hard-working, have good communication skills and customer service skills, love to help people, and are willing to start a training program as an entry-level financial professional and potentially develop into management and leadership positions. There is no experience needed for this position. Through our in-depth training program, you will learn how to sit down with an individual, family, or business owner, have a conversation with them about their financial goals and dreams, and help create a game-plan or roadmap, to help them achieve their short-term and long-term financial goals through our financials solutions, products and services we provide (include but are not limited to retirement planning, wealth accumulation, college planning, investments, and insurance) Whether you are looking to start or transition into a new career full-time, or you are looking to develop a new skill or obtain part-time income during these turbulent times, a flexible schedule is available. Our Company Offers: Flexible schedule Part-Time and Full-Time Positions Available Exciting Work Environment Unlimited Growth Potential Work From Home Key Responsibilities: Study, Learn, and execute with on-the-job training Shadow client meetings, plan designs and presentations Analyze client financials to determine their needs and risk tolerance Review available options for clients Recommend which areas or services fit the client's need Participate in marketing and expansion strategies Qualifications: Minimum 18 years of age Legal U.S. Resident, Citizen, or Work Permit with SSN Soft background check required Able to complete licensing requirements within 30 days Entrepreneurial spirit is key. Preferred Qualities: We are looking for individuals that have the following qualities and mindset: Honesty and integrity are characteristics you live by. You value and believe in our mission and cause. You are constantly looking for personal growth. You are a leader or want to learn to lead. You are a self-starter and goal-oriented You can work independently and work well as a team player Income Model: 100% COMMISSION INCOME Residual income per annual client contract anniversary Passive income base for agency development Equity asset and full business ownership Bonuses Do not apply if you are looking for a punch-in punch-out type of job. This can be an uncapped part-time opportunity for those looking for an additional source of income. Powered by JazzHR Compensation details: 82000-125000 Yearly Salary PI1d951524d52d-31181-38230194 RequiredPreferredJob Industries Other

About this role Insurance Investment Solutions; Associate The Insurance Solutions Group provides a wide range of advisory, portfolio construction, capital formation and whole portfolio solutions to insurers globally. Within the Insurance Solutions Group, the Insurance Investment Solutions team combines its knowledge of insurance liabilities, asset-liability management, insurance regulation and financial modelling with portfolio construction, asset allocation and risk management expertise to support BlackRock's insurance clients, partners and investment teams with the design and delivery of tailored mandates and investor risk assessments. The Insurance Investment Solutions team is hiring for an Associate in the Americas region to support the team's responsibilities below. Insurance Investment Solutions Associates are regional insurance investment experts who assess local needs and work with client and investment teams to design and deliver appropriate mandates for insurers. Responsibilities * Assist with BlackRock's coverage of insurers (particularly C-Suite officers, the Head of ALM, the Chief Actuary and Head of Asset Allocation) through technical engagement of enterprise objectives and the implications of these objectives on their investment strategy with a view to building relationships based on knowledge and trust which lead to the origination of commercial opportunities * Work directly with clients and internal partner teams on advisory engagements focused on asset allocation, risk and capital management, and ALM with a view to guiding the client towards the most appropriate investment solution or investment product given their unique considerations and objectives * Support all internal portfolio management and product strategy teams, and all distribution channels across the platform, with insurance investment, regulatory, accounting and liability expertise to help them position or design investment management products and services in a way that is appropriate for insurers * Develop a thorough knowledge of BlackRock's capabilities, products and services, and integrate this knowledge into analytical solutions for insurers. Identify gaps in existing provision and drive the development of new services * Assist with the production of insurance focused research and thought leadership publications * Maintain strong relationships with internal partners in the BlackRock Investment Institute (economists), Financial Modelling Group (quantitative modelers), Financial Institutions Group (client relationship managers), and relevant investment teams to drive holistic portfolio solutions for insurers to generate strong commercial outcomes. Skills / Qualifications / Experiences: * At least 3 years of professional experience in insurance investment strategy or related experience gained via an asset manager, investment bank, consultancy, or insurance company * Practical experience and/or knowledge of investment strategy design, asset classes, and asset-liability management techniques used by insurers * Some familiarity with the accounting, regulatory, risk management and strategic frameworks under which insurers in the region operate * Excellent communication skills and the ability to explain complex topics to non-technical individuals, both verbally and in writing * Excellent problem-solving abilities, intellectual curiosity, and experience understanding and solving complex issues * High level of integrity enabling the candidate to become a trusted partner to clients and peers * Proficiency in Python, VBA, R, or other programming languages a plus * Progress towards or attainment of professional designations such as CFA, FRM, CAIA, FSA, etc. would be viewed favorably, but not essential For New York, NY Only the salary range for this position is USD$115,000.00 - USD$150,000.00 . Additionally, employees are eligible for an annual discretionary bonus, and benefits including healthcare, leave benefits, and retirement benefits. BlackRock operates a pay-for-performance compensation philosophy and your total compensation may vary based on role, location, and firm, department and individual performance. Our benefits To help you stay energized, engaged and inspired, we offer a wide range of benefits including a strong retirement plan, tuition reimbursement, comprehensive healthcare, support for working parents and Flexible Time Off (FTO) so you can relax, recharge and be there for the people you care about. Our hybrid work model BlackRock's hybrid work model is designed to enable a culture of collaboration and apprenticeship that enriches the experience of our employees, while supporting flexibility for all. Employees are currently required to work at least 4 days in the office per week, with the flexibility to work from home 1 day a week. Some business groups may require more time in the office due to their roles and responsibilities. We remain focused on increasing the impactful moments that arise when we work together in person - aligned with our commitment to performance and innovation. As a new joiner, you can count on this hybrid model to accelerate your learning and onboarding experience here at BlackRock. About BlackRock At BlackRock, we are all connected by one mission: to help more and more people experience financial well-being. Our clients, and the people they serve, are saving for retirement, paying for their children's educations, buying homes and starting businesses. Their investments also help to strengthen the global economy: support businesses small and large; finance infrastructure projects that connect and power cities; and facilitate innovations that drive progress. This mission would not be possible without our smartest investment - the one we make in our employees. It's why we're dedicated to creating an environment where our colleagues feel welcomed, valued and supported with networks, benefits and development opportunities to help them thrive. For additional information on BlackRock, please visit @blackrock | Twitter: @blackrock | LinkedIn: ********************************** BlackRock is proud to be an equal opportunity workplace. We are committed to equal employment opportunity to all applicants and existing employees, and we evaluate qualified applicants without regard to race, creed, color, national origin, sex (including pregnancy and gender identity/expression), sexual orientation, age, ancestry, physical or mental disability, marital status, political affiliation, religion, citizenship status, genetic information, veteran status, or any other basis protected under applicable federal, state, or local law. View the EEOC's Know Your Rights poster and its supplement and the pay transparency statement. BlackRock is committed to full inclusion of all qualified individuals and to providing reasonable accommodations or job modifications for individuals with disabilities. If reasonable accommodation/adjustments are needed throughout the employment process, please email Disability.Assistance@blackrock.com. All requests are treated in line with our privacy policy. BlackRock will consider for employment qualified applicants with arrest or conviction records in a manner consistent with the requirements of the law, including any applicable fair chance law.

Compensation Range: Annual Salary: $20.00 - $21.63 If you love helping others, thrive in a collaborative, fast-paced environment, and find joy in making a real impact, this is the role for you! Our Academic and Finance Advisor role is a full-time work-from-home opportunity. Apply today! As an Academic and Finance Advisor at National University, you'll be a trusted partner and go-to resource for students throughout their academic journey, providing academic and financial assistance. You'll spend your day connecting with students through calls, emails, texts, and chats, answering questions, celebrating wins, and helping them overcome challenges that may impact their progress toward graduation. AFAs are problem solvers, motivators, and trusted partners who make sure every student feels supported on their journey to graduation. Essential Functions: Manage assigned student load and complete daily tasks as directed by leadership through the Roadrunner System, Student Portfolio Report, or other tools. Proactively identify and support at-risk students, providing early resolutions and connecting them to resources for success. Monitor student degree plans, course schedules, and academic progress to ensure compliance with University policies and Satisfactory Academic Progress (SAP) standards. Advise students on financial aid requirements, university policies, and changes to their course of study. Track student balances, recommend lockouts or dismissals when necessary, and assist with collection efforts to maintain reasonable receivables. Maintain professionalism while supporting escalated students and delivering University communications. Participate in team meetings, trainings, and departmental or special projects, contributing to a positive and collaborative work environment. Maintain regular and reliable attendance, and perform other duties as assigned. Requirements: Education & Experience: Bachelor's degree preferred. Minimum of one (1) year of experience in advising, customer service or related is required. Experience in student services or training and development in a collegial setting preferred. Experience working in a fast-paced customer or student-centric position preferred. Experience in higher education and technology-driven enterprise preferred. All skills, abilities, and education will be considered for minimum qualifications. Competencies/Technical/Functional Skills: Knowledge of academic and business practices in an online university environment. Knowledge of University policies, procedures, and updates. Strong customer service focus with the ability to manage conflict, de-escalate concerns, and communicate professionally across all channels with students. Solution-oriented approach when supporting students, colleagues, faculty, and staff while following University and federal guidelines. Understanding of financial aid programs, the FDCP Act, and standard payment practices. Highly organized, detail-oriented, and able to manage multiple priorities in a fast-paced setting. Maintains confidentiality and integrity in all interactions and documentation. Skilled in written communication, report preparation, and the use of technology for online engagement. Collaborative team player who contributes to a positive and productive work environment. Knowledge of and alignment with the University's mission, vision, and goals. Proficient in Microsoft Office. Must be eligible to receive access to the National Student Loan Data System (NSLDS What We Offer In addition to competitive compensation and a comprehensive benefits package - including medical, dental, vision, 403b with match, paid holidays, and PTO - National University supports the professional growth of our team members through free education benefits and other growth opportunities. Location: Remote, USA #LI-Remote Candidate receiving offers will be offered a salary/pay rate commensurate with experience that vary based on a candidate's qualifications, skills, and competencies. Absent exceptional circumstances, candidates will be offered a salary within this range for this position. The minimum salary will be offered based on the minimum exemption threshold based on state of residency. Base pay is one component of National University's total rewards package, as we are dedicated to supporting the needs of the “whole you” with our holistic approach to employee benefits by offering comprehensive well-being benefits for you and your family. For full details about our benefit plan offerings, please visit benefits.nu.edu. For Part-time benefits, please click here. National University is committed to maintaining a high-quality workforce representative of the populations we serve. National University employs more than 4,500 faculty and staff and serves over 45,000 students. We are united in our mission to meet the global education demands of the 21st Century and are dedicated to creating a supportive academic and work environment that allows students, faculty and staff to develop their interests and talents while experiencing a sense of community. With programs available both online and at our many campus locations, National University is a leader in creating innovative solutions to education and meeting the needs of our student population, including adult learners and working professionals. National University (NU) is proud to be an equal opportunity employer and does not discriminate against any employee or applicant per applicable federal, state and local laws. At NU, a mix of highly talented, innovative and creative people come together to make the impact of a lifetime for each of our student learners. All qualified applicants will receive equal consideration for employment, education, and admission at National University.

Yellowstone Life Insurance Agency, LLC, an Integrity Company, is currently seeking a Virtual Financial Advisor to join our team. As a Virtual Financial Advisor, you will provide personalized financial advice and solutions to clients to help them reach their financial goals. This is a remote position, allowing you to work from the comfort of your own home. In this role, you will be responsible for building and maintaining relationships with clients, assessing their financial needs, and recommending appropriate investment and insurance products. You will guide clients through the financial planning process, helping them make informed decisions about their investments, retirement planning, and insurance coverage. As a Virtual Financial Advisor, you will have access to our comprehensive suite of financial products and resources to assist you in providing top-notch service to your clients. You will collaborate with a team of experienced professionals to ensure that clients receive the best financial advice and solutions. This is a great opportunity for a motivated self-starter with excellent communication skills and a passion for helping others achieve their financial goals. If you are someone who thrives in a remote work environment and enjoys working independently, this could be the perfect opportunity for you! Responsibilities: Build and maintain relationships with clients, acting as their primary point of contact for all financial matters. Assess clients' financial needs and goals through thorough analysis and consultation. Recommend suitable investment and insurance products based on clients' risk tolerance, time horizon, and financial objectives. Create and present customized financial plans to clients, outlining their current financial situation and proposing strategies to help them achieve their goals. Monitor clients' investment portfolios and make recommendations for adjustments as needed based on market conditions and clients' changing circumstances. Stay up-to-date with industry trends and regulatory changes to ensure compliance with all relevant regulations and guidelines. Requirements A minimum of 2 years of experience in financial planning or a related field. Strong knowledge of investment products, retirement planning strategies, and insurance solutions. Excellent interpersonal and communication skills, with the ability to build rapport with clients and explain complex financial concepts in a clear and concise manner. Ability to work independently and remotely, with a high level of initiative and self-motivation. Series 7 and Series 65 or 66 licenses required. Bachelor's degree in finance, economics, or a related field preferred. Benefits Freedom & ability to work virtually