Asset Management Analyst jobs at J.P. Morgan

Our Sales teams help our clients build stronger portfolios, for institutions, intermediaries and individuals alike. Our clients face an infinite set of portfolio building challenges. We meet them with a singular focus: to offer investment solutions designed to achieve their goals in the way that's best for them. As a Financial Advisor Services Analyst within JPMorgan, you will be tasked with a variety of responsibilities. These include acting as a resource for prospecting new business opportunities, establishing and managing client relationships, educating clients about our products, and identifying top advisors through calling efforts, mail/e-mail campaigns, and referrals. **Job Responsibilities** + Partner with internal and external Client Advisors to generate revenue growth and client retention, including: + Prospect, close business, build relationships and promote JPMorgan mutual funds + Answer incoming phone calls to the JPMorgan Funds Financial Advisor Services desk regarding Funds products and services + Create client presentations; develop prep and follow up materials for client meetings + Assist Financial Advisors with JPMorgan Funds web site questions + Liaise with Internal Client Advisors on the generation of Portfolio Insights analysis reports; document sales activity/information in Salesforce and the Product Strategy drive for tracking and Compliance purposes + Create proposals and illustrative models for key sales representatives as needed + Collaborate with team members, internal partners and investment professionals throughout the firm on projects spanning all asset classes. **Required Qualifications, Skills, and Capabilities** + 4-year degree (BA/BS) + 2+ years of financial services experience including strong knowledge of: JPMorgan Funds' products and services, and all aspects of the distribution channels through which they are sold + Specialized knowledge of JPMorgan's Insights programs - i.e. Guide to the Markets, Guide to Retirement and Portfolio Insights + Able to communicate effectively (verbal and written) with a wide variety of stakeholders - e.g. external and internal partners + Proactive with a high level of attention to detail; quick learner who can adapt to changing priorities and high pressure environment + Exceptional time management and organization skills; able to produce high quality work in a deadline driven environment + Intermediate to advanced computer skills - e.g. Salesforce, Microsoft Suite + FINRA/NASAA licenses - Series 7; Series 63 JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

If you are a collaborative team member, solutions orientated and deliver premier client service, J.P. Morgan is the place for you! As a Shareholder Services Analyst within Asset Management Client Service, you will be responsible for delivering high quality service and support to financial advisors and investors of J.P. Morgan Funds. You will participate in a thorough training program covering all service and technical aspects of mutual funds and 529 college savings plans. By being a part of one of the largest and most respected Asset Managers, you will have the opportunity to develop a challenging career in the Investment Management and Financial Services industry. The Asset Management Client Service division manages over 1800 clients across Institutional, Sub Advisory, and Alternatives sectors, focusing on maintaining client relationships and expanding market reach to achieve business goals. The team collaborates with Sales, Investments, Technology, Legal, and Operations to enhance processes and drive change. **Job Responsibilities** + Participate in problem resolution for client accounts + Process trades and information requests for clients + Educate clients about JPMorgan products and valueadd resources + Work towards and obtain Securities Industry Essentials, Series 6 and Series 63 securities licenses **Required qualifications, capabilities and skills** + Possess high energy, a great attitude and exceptional service skills + Bachelor's Degree or equivalent client service experience + Industry knowledge + Strong written and oral communication skills + Relationship building and problem solving skills + Attention to detail + Obtain Securities Industry Essentials, Series 6 and Series 63 securities licenses within 120 days of starting in position JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

Our Sales teams help our clients build stronger portfolios, for institutions, intermediaries and individuals alike. Our clients face an infinite set of portfolio building challenges. We meet them with a singular focus: to offer investment solutions designed to achieve their goals in the way that's best for them. As a Financial Advisor Services Analyst within JPMorgan, you will be tasked with a variety of responsibilities. These include acting as a resource for prospecting new business opportunities, establishing and managing client relationships, educating clients about our products, and identifying top advisors through calling efforts, mail/e-mail campaigns, and referrals. Job Responsibilities Partner with internal and external Client Advisors to generate revenue growth and client retention, including: Prospect, close business, build relationships and promote JPMorgan mutual funds Answer incoming phone calls to the JPMorgan Funds Financial Advisor Services desk regarding Funds products and services Create client presentations; develop prep and follow up materials for client meetings Assist Financial Advisors with JPMorgan Funds web site questions Liaise with Internal Client Advisors on the generation of Portfolio Insights analysis reports; document sales activity/information in Salesforce and the Product Strategy drive for tracking and Compliance purposes Create proposals and illustrative models for key sales representatives as needed Collaborate with team members, internal partners and investment professionals throughout the firm on projects spanning all asset classes. Required Qualifications, Skills, and Capabilities 4-year degree (BA/BS) 2+ years of financial services experience including strong knowledge of: JPMorgan Funds' products and services, and all aspects of the distribution channels through which they are sold Specialized knowledge of JPMorgan's Insights programs - i.e. Guide to the Markets, Guide to Retirement and Portfolio Insights Able to communicate effectively (verbal and written) with a wide variety of stakeholders - e.g. external and internal partners Proactive with a high level of attention to detail; quick learner who can adapt to changing priorities and high pressure environment Exceptional time management and organization skills; able to produce high quality work in a deadline driven environment Intermediate to advanced computer skills - e.g. Salesforce, Microsoft Suite FINRA/NASAA licenses - Series 7; Series 63

JobID: 210675764 JobSchedule: Full time JobShift: Base Pay/Salary: New York,NY $170,000.00-$285,000.00 The Global Fixed Income Currency and Commodities team (GFICC) at J.P. Morgan Asset Management is one of the world's deepest and best-resourced fixed income managers, with expertise across all major fixed income sectors, including niche markets. Every investment decision in our fixed income solutions is underpinned by the proprietary research of a globally integrated team of sector specialists. Our shared research language, combining fundamental, quantitative valuation and technical inputs, facilitates the comparison of ideas across sectors and geographies. Global Fixed Income, Currency and Commodities manages a broad range of strategies, through funds and/or separate accounts, including broad market, long duration, stable value, intermediate high yield, emerging market debt, short and ultra-short duration, global bonds, structured products, mortgages and tax-aware strategies. The Securitized Credit Research team within Global Fixed Income, Currency & Commodities is responsible for fundamental investment research and analysis across $80+bn in securitized credit AUM across the spectrum of the securitized credit assets, including ABS, CMBS, non-agency RMBS, and CLOs. As a research analyst on the Securitized Credit team, you will conduct fundamental research and drive investment performance across the various securitized credit sectors for GFICC's strategies using both quantitative and qualitative analysis. Job Responsibilities * Conduct thorough sector and issuer due diligence, tracking trends, performance, and macroeconomic drivers to formulate investment recommendations for sectors and individual securities * Formulate buy/sell recommendations in both new issue and secondary markets and effectively communicate them to the broader investor community, including through written credit opinions * Actively monitor market themes and sector trends to identify investment opportunities * Conduct surveillance and monitoring to identify risks to holdings while also enhancing surveillance tools and processes * Develop models to enhance investment analysis and forecast performance for consumer or real-estate related assets * Aggregate and analyze large sets of data to develop and test investment opinions * Build and maintain relationships with both internal and external participants, including portfolio managers, investment specialists, issuers, rating agencies, and broker-dealers Required qualifications, capabilities and skills * 5+ years of securitized credit experience across one or more sub-sectors * Knowledge of one or more securitized sectors including ABS, CMBS, RMBS and CLO * Knowledge of Intex and/or Trepp * Strong written and verbal communication skills, with the ability to communicate concisely under typically stringent time constraints * Demonstrated ability to work effectively in a team-oriented environment and manage multiple tasks Preferred qualifications, capabilities and skills * Programming skills are a plus * Ideal experience as a research analyst, portfolio manager, banker, structurer, or trader

JobID: 210660296 JobSchedule: Full time JobShift: : If you are a collaborative team member, solutions orientated and deliver premier client service, J.P. Morgan is the place for you! As a Shareholder Services Analyst within Asset Management Client Service, you will be responsible for delivering high quality service and support to financial advisors and investors of J.P. Morgan Funds. You will participate in a thorough training program covering all service and technical aspects of mutual funds and 529 college savings plans. By being a part of one of the largest and most respected Asset Managers, you will have the opportunity to develop a challenging career in the Investment Management and Financial Services industry. The Asset Management Client Service division manages over 1800 clients across Institutional, Sub Advisory, and Alternatives sectors, focusing on maintaining client relationships and expanding market reach to achieve business goals. The team collaborates with Sales, Investments, Technology, Legal, and Operations to enhance processes and drive change. Job Responsibilities * Participate in problem resolution for client accounts * Process trades and information requests for clients * Educate clients about JPMorgan products and value add resources * Work towards and obtain Securities Industry Essentials, Series 6 and Series 63 securities licenses Required qualifications, capabilities and skills * Possess high energy, a great attitude and exceptional service skills * Bachelor's Degree or equivalent client service experience * Industry knowledge * Strong written and oral communication skills * Relationship building and problem solving skills * Attention to detail * Obtain Securities Industry Essentials, Series 6 and Series 63 securities licenses within 120 days of starting in position

About this role Want to elevate your career by being a part of the world's largest asset manager? Are analyzing sophisticated problems and identifying solutions your passion? Look no further. BlackRock is currently seeking an Associate to become part of our team. We recognize that strength comes from diversity, and will embrace your rare skills, eagerness, and passion while giving you the opportunity to grow professionally and as an individual! We know you want to feel valued every single day and be recognized for your contribution. At BlackRock, we strive to empower our employees and actively engage your involvement in our success. With over USD $9 trillion of assets, we have an extraordinary responsibility: our technology and services empower millions of investors to save for retirement, pay for college, buy a home and improve their financial well-being. Come join our team and experience what it feels like to be part of an organization that makes a difference. Job Description -Analyst, Corporate Actions BlackRock's Global Corporate Actions team has primary operating centers in Edinburgh (UK), Wilmington, Delaware (US), Gurgaon (India), and Singapore. The team is responsible for Our objective is to manage and provide a high-quality Corporate Action service following our best practice standards by applying governance and controls to mitigate risk to the firm and our clients. The team operates as a single, global entity designed around a robust and mature "pass-the-book" philosophy allowing the effective and controlled transition of work across our primary locations. Job Purpose/Background: This is a role based in our Wilmington location. The role will be multi-functional commensurate with our primary objectives to ensure all COAC event-related activity is captured, validated, elected (voluntaries) and any subsequent entitlements are correctly processed and reconciled. In addition, responsibilities will extend to managing asset restrictions throughout the event life cycle and liaison with BlackRock's global custodians and counterparties. Key Responsibilities: Ensure all corporate action events are captured and validated through the creation of a gold copy announcement. Interact with Portfolio Management to ensure all necessary elections are received and processed. Ensure corporate action instructions are issued to and acknowledged by custodians and counterparties. Daily ensure that all global COAC events are correctly processed in BlackRock's Aladdin system and reconciled with our custodian records. Investigate reconciliation discrepancies daily, ensuring all issues are promptly resolved and cleared. Ensure the appropriate restriction status of entitlements is maintained in BlackRock applications throughout the entire COAC lifecycle. Manage any queries received from various internal and external parties. Interact with other BlackRock teams and the third parties/custodians to resolve issues. Escalate all risk items and service issues to your lead or manager on a timely basis. Participate in local, regional, and global initiatives to drive industry-leading technology changes to the BlackRock Aladdin platform. Knowledge/Experience: Candidates should possess a minimum of 3 years of experience in a Corporate Action operations role and have a strong understanding of investment or brokerage operations. Candidates should be able to demonstrate participation in change management through project work or driving other process efficiencies. A good understanding of stock lending and settlement impacts on corporate action elections and allocations is a must. This role serves as a corporate action expert for less experienced staff. The candidate is expected to have an advanced understanding of all corporate action procedures, events, and market practices. Skills/Qualifications: Strong analytical skills with an ability to identify problems and develop solutions. Acute attention to detail and understanding of the impacts to downstream processes. Possess a good understanding of the risks inherent in the processing of global corporate actions and demonstrate good discipline around risk mitigation and escalation. Competencies: Candidates should possess a high level of self-motivation and adaptability. Demonstrate an affinity for teamwork and contribute as a partner within a global team. Possess strong interpersonal skills with an ability to communicate constructively at all levels. Be highly organized, focused with practiced skills in operating effectively to tight deadlines within a high-risk and high volume environment For Wilmington, DE Only the salary range for this position is USD$66,500.00 - USD$85,000.00 . 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.

About this role Are you searching for a rewarding, exciting, dynamic opportunity with the world's largest asset manager? Look no further! At BlackRock, we are seeking a hard-working professional to join our Wilmington based Global Financial Reporting team supporting our wide fund ranges as we continue to expand our iShares ETFs, Alternative products, and other Americas based fund ranges. We will embrace your rare skills, eagerness, and passion while giving you freedom to grow professionally and as an individual. We know you want to feel valued every single day and be recognized for your contribution. At BlackRock, we strive to empower our employees and actively engage your involvement in our success. With over USD $11 trillion of assets under management we have an outstanding responsibility: our technology and services empower millions of investors to save for retirement, pay for college, buy a home and improve their financial well-being. Join and experience what it feels like to work in an organization that makes a difference. Team overview and role responsibility: Within BlackRock's Product Governance and Reporting (PGR) team, we are responsible for delivering high-quality regulatory reporting for BlackRock's global fund ranges. As part of the PGR team, you will support the preparation and review of regulatory filings and disclosures, ensuring compliance with jurisdictional requirements and internal standards. You will collaborate with global colleagues and external service providers to facilitate the timely and accurate submission of reports such as Form N-PORT, N-CEN, ADV, PF, CFTC Forms CPO-PWR, CTA-PR, and other fund-related regulatory deliverables. Additional responsibilities include: Responsibilities: Assisting in the coordination and execution of recurring regulatory reporting cycles across multiple jurisdictions. Supporting the review of data inputs and outputs to ensure accuracy, completeness, and alignment with regulatory guidelines. Partnering with internal stakeholders to gather necessary information and resolve data discrepancies. Monitoring regulatory developments and assisting in the implementation of changes to reporting processes and templates. Maintaining documentation and controls to support audit and compliance requirements. Contributing to process improvement initiatives aimed at enhancing reporting efficiency and reducing operational risk. Collaborating with fund administrators and other third-party providers to ensure consistent and high-quality service delivery To ensure success, you will have the following qualifications and competencies: Bachelor's degree in accounting, finance or equivalent. Computer Science degree is a plus. 0-5 years of experience in public accounting, fund administration/accounting, compliance, or data analytics. Knowledge of US GAAP and/or IFRS accounting standards. Knowledge of programming languages (such as Visual Basic) and an understanding of relational database concepts (including SQL) are beneficial. Strong problem-solving skills, including the ability to effectively address any issue in collaboration with others as appropriate; ability to proactively anticipate problems and opportunities and confidence to use initiative to pursue solutions. Excellent attention to detail, as well as the ability to produce accurate work and spots mistakes/errors and make appropriate corrections. Excellent verbal, written and interpersonal communication skills including ability to clearly articulate results of financial analyses as well as issues to leadership. Self-motivated, determined to achieve goals and works hard to meet those goals. (Drive, Determination and Execution). Takes ownership for outcomes and is personally accountable for results. Effectively plans, implements, and develops a methodical approach to projects. For Wilmington, DE Only the salary range for this position is USD$61,750.00 - USD$82,000.00 . 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.

External Description: The Private Asset Management (PAM) group provides customized investment counseling and discretionary portfolio management for individuals, trusts, endowments, foundations and other institutions. With the support of the PAM Investment Liaisons, the PAM Associate Analyst supports the PAM Investment Staff through investment and operational related activities. Responsibilities Uses discretion and broad expertise to direct the ongoing operational and client relationship activities associated with portfolio management of average 150 client portfolios varying in complexity and develops custom approaches for clients based on individual needs, Example activities include; researching and analyzing investment and performance data; ensuring coordination of responses on corporate action events; resolving pre-trade compliance issues; maintaining strategy-level data, benchmarks, and performance composites; processing discretionary trade orders, liaising with relevant business contacts (internally and externally) to coordinate service to the client.; and resolving investment, client and custodian related operational issues independently. May act as a resource for junior members while helping them complete operational activities. Ensures operational readiness to support investment management activities for a variety of products, separate accounts, and/or investment types through all stages of the client lifecycle. This requires liaising between all internal and external stakeholders to ensure all documentation and operational requirements are fulfilled prior to inception/effective date. Uses discretion to compose portfolio manager and client response on ad-hoc and recurring requests. Collaborates with others to compose portfolio manager responses to quantitative investment-related data inquiries posed by internal teams, clients, consultants, and prospects. Responsible for review of final materials before delivering to end client and investment staff (ex. Client meeting presentation, client reporting, portfolio manager meeting materials) May represent department leveraging broad knowledge and expertise to lead departmental initiatives to increase efficiencies, scale, reduce risk, new capabilities and/or adhere to regulatory mandates Responsible for owning and/or completing PAM Business deliverables (ex. Quarterly Billing, ADV Annual Mailing, RFPs, Client mailings, Audits, etc.) Maintains accurate and complete procedural documentation for assigned processes, participates in cross-training exercises and provides operational coverage as needed for peers and investment staff. Under the direction of senior team members and management, participates in training new employees on policies and procedures. Qualifications Required: Bachelor's degree or the equivalent combination of education and relevant experience AND 2+ years of total relevant work experience Preferred: Ability to work independently as well as part of a team Possesses a positive, problem-solving oriented attitude to both internal and external client interactions Strong communications and interpersonal skills Possesses excellent organizational skills Ability to manage multiple priorities, flexible Excellent analytical skills and attention to detail, accuracy, and deadlines Excellent communication and interpersonal skills and the ability to build relationships at all levels of the organization Highly motivated with demonstrated initiative Ability to communicate technical concepts and ideas to non-technical audience Ability to navigate through internal and client organizations for decisions and sign-off Ability to identify potential issues and escalate accordingly FINRA Requirements FINRA licenses are not required and will not be supported for this role. Work Flexibility This role is eligible for hybrid work, with up to two days per week from home. City: State: Community / Marketing Title: Analyst, Investment Liaison Private Asset Management Company Profile: Location_formattedLocationLong: Maryland, US CountryEEOText_Description: Commitment to Diversity, Equity, and Inclusion: We strive for equity, equality, and opportunity for all associates. When we embrace the power of diversity and create an environment where people can bring their authentic and best selves to work, our firm is stronger, and we create greater value for our clients. Our commitment and inclusive programming aim to lift the experience for each associate and builds allies for our global associate community. We know that a sense of belonging is key not only to your success at the firm, but also to your ability to bring your best each day. Benefits: We invest in our people through a wide range of programs and benefits, including: • Competitive pay and bonuses as well as a generous retirement plan and employee stock purchase plan with matching contributions • Flexible and remote work opportunities • Health care benefits (medical, dental, vision) • Tuition assistance • Wellness programs (fitness reimbursement, Employee Assistance Program) Our policies may change as our working lives evolve. Yet, our commitment to supporting our associates' well-being and addressing the needs of our clients, business, and communities is unwavering. T. Rowe Price is an equal opportunity employer and values diversity of thought, gender, and race. We believe our continued success depends upon the equal treatment of all associates and applicants for employment without discrimination on the basis of race, religion, creed, color, national origin, sex, gender, age, mental or physical disability, marital status, sexual orientation, gender identity or expression, citizenship status, military or veteran status, pregnancy, or any other classification protected by country, federal, state, or local law.

External Description: The Private Asset Management (PAM) group provides customized investment counseling and discretionary portfolio management for individuals, trusts, endowments, foundations and other institutions. The PAM Analyst supports the PAM Investment Staff through proactively identifying and addressing all client and investment operational needs, offering and developing solutions to optimize the client experience related to client on-boarding, offboarding and lifecycle events in between. Responsibilities Uses discretion and broad expertise to direct the ongoing operational and client relationship activities associated with portfolio management of average 150 client portfolios varying in complexity and develops custom approaches for clients based on individual needs, Example activities include; researching and analyzing investment and performance data; ensuring coordination of responses on corporate action events; resolving pre-trade compliance issues; maintaining strategy-level data, benchmarks, and performance composites; processing discretionary trade orders, liaising with relevant business contacts (internally and externally) to coordinate service to the client.; and resolving investment, client and custodian related operational issues independently. May act as a resource for junior members while helping them complete operational activities. Ensures operational readiness to support investment management activities for a variety of products, separate accounts, and/or investment types through all stages of the client lifecycle. This requires liaising between all internal and external stakeholders to ensure all documentation and operational requirements are fulfilled prior to inception/effective date. Uses discretion to compose portfolio manager and client response on ad-hoc and recurring requests. Collaborates with others to compose portfolio manager responses to quantitative investment-related data inquiries posed by internal teams, clients, consultants, and prospects. Responsible for review of final materials before delivering to end client and investment staff (ex. Client meeting presentation, client reporting, portfolio manager meeting materials) May represent department leveraging broad knowledge and expertise to lead departmental initiatives to increase efficiencies, scale, reduce risk, new capabilities and/or adhere to regulatory mandates Responsible for owning and/or completing PAM Business deliverables (ex. Quarterly Billing, ADV Annual Mailing, RFPs, Client mailings, Audits, etc.) Maintains accurate and complete procedural documentation for assigned processes, participates in cross-training exercises and provides operational coverage as needed for peers and investment staff. Under the direction of senior team members and management, participates in training new employees on policies and procedures. Qualifications Required: Bachelor's degree or the equivalent combination of education and relevant experience AND 2+ years of total relevant work experience Preferred: Ability to work independently as well as part of a team Possesses a positive, problem-solving oriented attitude to both internal and external client interactions Strong communications and interpersonal skills Possesses excellent organizational skills Ability to manage multiple priorities, flexible Excellent analytical skills and attention to detail, accuracy, and deadlines Excellent communication and interpersonal skills and the ability to build relationships at all levels of the organization Highly motivated with demonstrated initiative Ability to communicate technical concepts and ideas to non-technical audience Ability to navigate through internal and client organizations for decisions and sign-off Ability to identify potential issues and escalate accordingly FINRA Requirements FINRA licenses are not required and will not be supported for this role. Work Flexibility This role is eligible for hybrid work, with up to one day per week from home. City: State: Community / Marketing Title: Analyst, Investment Liaison - Private Asset Management (PAM) Company Profile: Location_formattedLocationLong: Maryland, US CountryEEOText_Description: Commitment to Diversity, Equity, and Inclusion: We strive for equity, equality, and opportunity for all associates. When we embrace the power of diversity and create an environment where people can bring their authentic and best selves to work, our firm is stronger, and we create greater value for our clients. Our commitment and inclusive programming aim to lift the experience for each associate and builds allies for our global associate community. We know that a sense of belonging is key not only to your success at the firm, but also to your ability to bring your best each day. Benefits: We invest in our people through a wide range of programs and benefits, including: • Competitive pay and bonuses as well as a generous retirement plan and employee stock purchase plan with matching contributions • Flexible and remote work opportunities • Health care benefits (medical, dental, vision) • Tuition assistance • Wellness programs (fitness reimbursement, Employee Assistance Program) Our policies may change as our working lives evolve. Yet, our commitment to supporting our associates' well-being and addressing the needs of our clients, business, and communities is unwavering. T. Rowe Price is an equal opportunity employer and values diversity of thought, gender, and race. We believe our continued success depends upon the equal treatment of all associates and applicants for employment without discrimination on the basis of race, religion, creed, color, national origin, sex, gender, age, mental or physical disability, marital status, sexual orientation, gender identity or expression, citizenship status, military or veteran status, pregnancy, or any other classification protected by country, federal, state, or local law.

About this role Want to elevate your career by being a part of the world's largest asset manager? Are analyzing sophisticated problems and identifying solutions your passion? Look no further. BlackRock is currently seeking an Associate to become part of our team. We recognize that strength comes from diversity, and will embrace your rare skills, eagerness, and passion while giving you the opportunity to grow professionally and as an individual! We know you want to feel valued every single day and be recognized for your contribution. At BlackRock, we strive to empower our employees and actively engage your involvement in our success. With over USD $9 trillion of assets, we have an extraordinary responsibility: our technology and services empower millions of investors to save for retirement, pay for college, buy a home and improve their financial well-being. Come join our team and experience what it feels like to be part of an organization that makes a difference. Job Description -Analyst, Corporate Actions BlackRock's Global Corporate Actions team has primary operating centers in Edinburgh (UK), Wilmington, Delaware (US), Gurgaon (India), and Singapore. The team is responsible for Our objective is to manage and provide a high-quality Corporate Action service following our best practice standards by applying governance and controls to mitigate risk to the firm and our clients. The team operates as a single, global entity designed around a robust and mature "pass-the-book" philosophy allowing the effective and controlled transition of work across our primary locations. Job Purpose/Background: This is a role based in our Wilmington location. The role will be multi-functional commensurate with our primary objectives to ensure all COAC event-related activity is captured, validated, elected (voluntaries) and any subsequent entitlements are correctly processed and reconciled. In addition, responsibilities will extend to managing asset restrictions throughout the event life cycle and liaison with BlackRock's global custodians and counterparties. Key Responsibilities: * Ensure all corporate action events are captured and validated through the creation of a gold copy announcement. * Interact with Portfolio Management to ensure all necessary elections are received and processed. * Ensure corporate action instructions are issued to and acknowledged by custodians and counterparties. * Daily ensure that all global COAC events are correctly processed in BlackRock's Aladdin system and reconciled with our custodian records. * Investigate reconciliation discrepancies daily, ensuring all issues are promptly resolved and cleared. * Ensure the appropriate restriction status of entitlements is maintained in BlackRock applications throughout the entire COAC lifecycle. * Manage any queries received from various internal and external parties. * Interact with other BlackRock teams and the third parties/custodians to resolve issues. * Escalate all risk items and service issues to your lead or manager on a timely basis. * Participate in local, regional, and global initiatives to drive industry-leading technology changes to the BlackRock Aladdin platform. Knowledge/Experience: * Candidates should possess a minimum of 3 years of experience in a Corporate Action operations role and have a strong understanding of investment or brokerage operations. * Candidates should be able to demonstrate participation in change management through project work or driving other process efficiencies. * A good understanding of stock lending and settlement impacts on corporate action elections and allocations is a must. * This role serves as a corporate action expert for less experienced staff. The candidate is expected to have an advanced understanding of all corporate action procedures, events, and market practices. Skills/Qualifications: * Strong analytical skills with an ability to identify problems and develop solutions. * Acute attention to detail and understanding of the impacts to downstream processes. * Possess a good understanding of the risks inherent in the processing of global corporate actions and demonstrate good discipline around risk mitigation and escalation. Competencies: * Candidates should possess a high level of self-motivation and adaptability. * Demonstrate an affinity for teamwork and contribute as a partner within a global team. * Possess strong interpersonal skills with an ability to communicate constructively at all levels. * Be highly organized, focused with practiced skills in operating effectively to tight deadlines within a high-risk and high volume environment For Wilmington, DE Only the salary range for this position is USD$66,500.00 - USD$85,000.00 . 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.

About this role Are you searching for a rewarding, exciting, dynamic opportunity with the world's largest asset manager? Look no further! At BlackRock, we are seeking a hard-working professional to join our Wilmington based Global Financial Reporting team supporting our wide fund ranges as we continue to expand our iShares ETFs, Alternative products, and other Americas based fund ranges. We will embrace your rare skills, eagerness, and passion while giving you freedom to grow professionally and as an individual. We know you want to feel valued every single day and be recognized for your contribution. At BlackRock, we strive to empower our employees and actively engage your involvement in our success. With over USD $11 trillion of assets under management we have an outstanding responsibility: our technology and services empower millions of investors to save for retirement, pay for college, buy a home and improve their financial well-being. Join and experience what it feels like to work in an organization that makes a difference. Team overview and role responsibility: Within BlackRock's Product Governance and Reporting (PGR) team, we are responsible for delivering high-quality regulatory reporting for BlackRock's global fund ranges. As part of the PGR team, you will support the preparation and review of regulatory filings and disclosures, ensuring compliance with jurisdictional requirements and internal standards. You will collaborate with global colleagues and external service providers to facilitate the timely and accurate submission of reports such as Form N-PORT, N-CEN, ADV, PF, CFTC Forms CPO-PWR, CTA-PR, and other fund-related regulatory deliverables. Additional responsibilities include: Responsibilities: * Assisting in the coordination and execution of recurring regulatory reporting cycles across multiple jurisdictions. * Supporting the review of data inputs and outputs to ensure accuracy, completeness, and alignment with regulatory guidelines. * Partnering with internal stakeholders to gather necessary information and resolve data discrepancies. * Monitoring regulatory developments and assisting in the implementation of changes to reporting processes and templates. * Maintaining documentation and controls to support audit and compliance requirements. * Contributing to process improvement initiatives aimed at enhancing reporting efficiency and reducing operational risk. * Collaborating with fund administrators and other third-party providers to ensure consistent and high-quality service delivery To ensure success, you will have the following qualifications and competencies: * Bachelor's degree in accounting, finance or equivalent. Computer Science degree is a plus. * 0-5 years of experience in public accounting, fund administration/accounting, compliance, or data analytics. * Knowledge of US GAAP and/or IFRS accounting standards. * Knowledge of programming languages (such as Visual Basic) and an understanding of relational database concepts (including SQL) are beneficial. * Strong problem-solving skills, including the ability to effectively address any issue in collaboration with others as appropriate; ability to proactively anticipate problems and opportunities and confidence to use initiative to pursue solutions. * Excellent attention to detail, as well as the ability to produce accurate work and spots mistakes/errors and make appropriate corrections. * Excellent verbal, written and interpersonal communication skills including ability to clearly articulate results of financial analyses as well as issues to leadership. * Self-motivated, determined to achieve goals and works hard to meet those goals. (Drive, Determination and Execution). * Takes ownership for outcomes and is personally accountable for results. * Effectively plans, implements, and develops a methodical approach to projects. For Wilmington, DE Only the salary range for this position is USD$61,750.00 - USD$82,000.00 . 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.

About this role BlackRock's business is investing on behalf of our clients, from large institutions to parents and grandparents, doctors and teachers who entrust their savings to us. We are committed to our clients-period. Our promise is to offer them the clearest thinking about what to do with their money and the products and services they need to secure a better financial future. That's why investors of all kinds have made us the world's largest asset manager, entrusting us with trillions of dollars, and its why companies, institutions and global governments come to us for help meeting their biggest financial challenges. Are you an investment operations professional searching for a rewarding opportunity to join a world-class asset manager? If you pride yourself on building positive relationships and being part of a hardworking team with elevated performance, look no further! BlackRock is pursuing an Analyst within Corporate Actions to join our high-performing team. You will benefit from our team who recognizes that strength comes from diversity, and will embrace your skills, enthusiasm, and passion! Our Global Corporate Actions team has primary operating centers in Edinburgh, Delaware, Gurgaon and Singapore. Our objective is to lead and provide a world-class Corporate Action service through the application of governance and controls crafted to mitigate risk to the Firm and our Clients. We operate as a single, global entity built around a robust “pass-the-book” philosophy. This allows the effective and controlled transition of workload across our primary locations and enables us to have a good night's rest! As an Analyst, you will provide quality service for Corporate Actions following our standard operating procedures. This reduces risk to our clients and the firm. This is a multi-functional role where the team will manage end to end Corporate Actions' event through the entire event lifecycle. You will serve as a liaison with BlackRock's Global Custodian network and work on BlackRock's proprietary operating platform, Aladdin, where there are multiple of applications including the Corporate Actions Manager (CAM). Responsibilities: Ensure that mandatory corporate action and dividend events across markets and asset types (equities, fixed income and derivatives) are captured, validated and updated in Aladdin. Ensure that corporate action entitlements are processing accurately via quality control and market valuation impact check. Perform corporate actions entitlement reconciliation and resolve stock and cash exceptions. Adhere to procedures and daily controls and work together as a team to complete daily deliverables. Support the global “Pass The Book” strategy and partner with global colleagues to identify guideline in BlackRock's processes and drive consistency. Manage queries received from both internal and external stakeholders. Escalate all material risk items and service issues to the senior management on a timely basis. Work closely with business partners including other Investment Operations teams to ensure an efficient and effective workflow and adopt a ‘One BlackRock' approach to problem solving. Be a Student of the Market by maintain awareness of industry developments and how they impact BlackRock. Participate in local, regional, and global projects/testing. Experience Bachelor's degree in related field (Masters in Finance) 0-3 years' experience in a Corporate Actions or an Investment Operations-related position in Global Custody Strong analytical and problem-solving skills. Strong risk mitigation attitude: ability to apply judgement as to when to raise issues. Excellent communication skills (written and verbal) to work directly with clients and across all levels of staff and management. Ability to work effectively in a dynamic environment. Focus on continuous improvement and process innovation. Data Analytics skills preferred; coding knowledge (VBA,SQL, PYTHON, RPA) will be a plus . For Wilmington, DE Only the salary range for this position is USD$66,500.00 - USD$85,000.00 . 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.

Corporate Development works closely with M&T's business units and senior management to ensure a coordinated and consistent approach to the merger and acquisition (M&A) process. This role primarily focuses on financial analysis in support of potential internal and external capital investment opportunities through valuation, risk assessment, and deal structuring; as well as, peer analysis regarding performance, merger-related activities, and capital actions, to assist senior management in implementing the bank's strategy. In addition, the person in this role may be asked to conduct highly technical research and analysis of projects to provide senior management with definitive financial data and advice for their use in setting and realizing strategic objectives. **Primary Responsibilities:** + Assisting with the evaluation of potential M&A opportunities, including financial analysis, valuation, structuring, and coordination of due diligence efforts, which involve extensive interaction with various groups throughout the bank. + Conducting financial and valuation analysis regarding acquisition, investment and divestiture opportunities using discounted cash flow analysis, market multiples, and other financial and analytical tools. + Provides cross training/support to new team members + Compile facts, analyze data and provide input into recommendations to management on findings/trends. Assist with the design of projects and may lead projects of moderate scope. + Research and compile raw data from varied sources into moderately complex reports and schedules. Execute & suggest improvements/enhancements to existing forecast models/pro forma analysis by working with others on closely related teams to exchange information in a collaborative and professional manner + Enhance the sustainability & documentation of assigned tasks/processes + Uses judgment based on the analysis of information to identify meaningful information + Display proficiency in the systems/tools used to generate standard financial reports on a periodic basis + Demonstrate a working knowledge of finance and accounting concepts through the aggregation of financial data + Display foundational understanding of M&T's (or applicable Business Unit within) financial statements; including awareness of key drivers/trends in major Balance Sheet and Income Statement line items + Participate in training and development opportunities across Finance and among supported businesses + Understand and adhere to department timelines and deliverables + Understand and adhere to the Company's risk and regulatory standards, policies and controls in accordance with the Company's Risk Appetite. Identify risk-related issues needing escalation to management. + Promote an environment that supports diversity and reflects the M&T Bank brand. + Maintain M&T internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators as applicable. + Complete other related duties as assigned. **Scope of Responsibilities:** **Supervisory/ Managerial Responsibilities:** May train junior staff **Education and Experience Required:** Bachelor's degree and a minimum of 2 years of experience OR Associate's degree and a minimum of 4 years of experience in accounting, auditing, operations or financial institutions Good knowledge of finance and accounting concepts + basic knowledge of banking industry High level of PC competencies (Excel, PowerPoint, Word, Access. Data visualization or data querying applications are a plus.) **Education and Experience Preferred:** Bachelor's degree in Finance or Accounting or related field M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $62,200.00 - $103,600.00 Annual (USD). The successful candidate's particular combination of knowledge, skills, and experience will inform their specific compensation. **Location** Buffalo, New York, United States of America M&T Bank Corporation is an Equal Opportunity/Affirmative Action Employer, including disabilities and veterans.

Corporate Development works closely with M&T's business units and senior management to ensure a coordinated and consistent approach to the merger and acquisition (M&A) process. This role primarily focuses on financial analysis in support of potential internal and external capital investment opportunities through valuation, risk assessment, and deal structuring; as well as, peer analysis regarding performance, merger-related activities, and capital actions, to assist senior management in implementing the bank's strategy. In addition, the person in this role may be asked to conduct highly technical research and analysis of projects to provide senior management with definitive financial data and advice for their use in setting and realizing strategic objectives. Primary Responsibilities: Assisting with the evaluation of potential M&A opportunities, including financial analysis, valuation, structuring, and coordination of due diligence efforts, which involve extensive interaction with various groups throughout the bank. Conducting financial and valuation analysis regarding acquisition, investment and divestiture opportunities using discounted cash flow analysis, market multiples, and other financial and analytical tools. Provides cross training/support to new team members Compile facts, analyze data and provide input into recommendations to management on findings/trends. Assist with the design of projects and may lead projects of moderate scope. Research and compile raw data from varied sources into moderately complex reports and schedules. Execute & suggest improvements/enhancements to existing forecast models/pro forma analysis by working with others on closely related teams to exchange information in a collaborative and professional manner Enhance the sustainability & documentation of assigned tasks/processes Uses judgment based on the analysis of information to identify meaningful information Display proficiency in the systems/tools used to generate standard financial reports on a periodic basis Demonstrate a working knowledge of finance and accounting concepts through the aggregation of financial data Display foundational understanding of M&T's (or applicable Business Unit within) financial statements; including awareness of key drivers/trends in major Balance Sheet and Income Statement line items Participate in training and development opportunities across Finance and among supported businesses Understand and adhere to department timelines and deliverables Understand and adhere to the Company's risk and regulatory standards, policies and controls in accordance with the Company's Risk Appetite. Identify risk-related issues needing escalation to management. Promote an environment that supports diversity and reflects the M&T Bank brand. Maintain M&T internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators as applicable. Complete other related duties as assigned. Scope of Responsibilities: Supervisory/ Managerial Responsibilities: May train junior staff Education and Experience Required: Bachelor's degree and a minimum of 2 years of experience OR Associate's degree and a minimum of 4 years of experience in accounting, auditing, operations or financial institutions Good knowledge of finance and accounting concepts + basic knowledge of banking industry High level of PC competencies (Excel, PowerPoint, Word, Access. Data visualization or data querying applications are a plus.) Education and Experience Preferred: Bachelor's degree in Finance or Accounting or related field M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $62,200.00 - $103,600.00 Annual (USD). The successful candidate's particular combination of knowledge, skills, and experience will inform their specific compensation.LocationBuffalo, New York, United States of America

Ventas is a leading S&P 500 real estate investment trust focused on the longevity economy, with a $45 billion enterprise value and a portfolio of ~1,400 properties across North America and the UK. Its largest business is private-pay senior housing, which includes over 850 communities serving nearly 90,000 residents, alongside outpatient medical buildings, research centers, and healthcare facilities that meet the needs of an aging population. Backed by strong financial performance and a collaborative culture, Ventas is positioned at the intersection of real estate, healthcare, and innovation to help people live longer, healthier, happier lives. About the Role The Financial Analyst, Asset Management will support the Outpatient Medical segment of the Company's Asset Management function, reporting to the Director, Asset Management. They will be charged with supporting various financial reporting and analyses, participating in the preparation of complex leasing and strategy materials, and managing property and leasing system applications needed to support the growth and oversight of the Outpatient Medical properties. Key responsibilities include: * Lead analysis and financial modeling efforts in support of material leasing transactions across the Outpatient Medical portfolio; analyses to include cash and GAAP impact to Company and market evaluation in support of the transactions * Assist in underwriting and lead modeling for portfolio investments such as redevelopments and revenue-generating capex; analyses to include cash/GAAP yield analysis, accretion/dilution modeling, yield sensitivity analysis, and IRR analysis * Assist the Outpatient Medical Asset Management teams in the creation of presentations for the Board of Directors, Senior Leadership, Management/Investment Committees, dispositions, and redevelopments * Support Outpatient Medical portfolio initiatives such as strategic planning, segmentation, and industry/competitor benchmarking * Assist with the Outpatient Medical segment's monthly & quarterly financial reporting and annual budgeting process, including providing analytical support, interfacing with the Financial Planning & Analysis team, and preparing presentation materials * Monitor and report on earnings results for other publicly-traded healthcare REITs and healthcare providers * Create tools, modeling, and presentation templates to improve accuracy, consistency, and efficiency of the Asset Management function * Provide general analytic support as needed to others within the Outpatient Medical Asset Management department and other cross-functional teams Qualifications * Bachelor's degree in Business, Finance, Economics, Real Estate or related field * 2+ years of financial analysis experience, ideally within the commercial real estate industry * Must be located in Chicago, IL surrounding area or willing to relocate for the duration of employment * Willingness to adapt and thrive in a blended work environment with 3-days in office, seamlessly transitioning between remote work and in-office operations * Knowledge of general finance, accounting and leasing principles, including familiarity with financial statements (Income Statement, Balance Sheet, Cash Flows) * Extensive Excel spreadsheet/modeling and PowerPoint skills * Strong presentation and speaking skills; strong written communication skills * Ability to work with competing deadlines, manage time effectively, and excel in a fast-paced, lean and team-oriented environment * Knowledge of accounting-related software programs including ARGUS and Yardi preferred * Minimal travel required * Must be legally authorized to work in the United States without need for employer sponsorship now or in the future The estimated base salary range for this position is $75,000 - $100,000 per year. This range reflects a good-faith estimate of the base salary Ventas reasonably expects to pay at the time of posting. Actual base pay will be determined based on work location, skills, qualifications, relevant experience, and business needs. In addition to base salary, this role may be eligible for discretionary incentive compensation and a comprehensive benefits package, which may include medical, dental, vision, retirement savings, paid time off, and other wellness benefits under applicable plan terms. #LI-hybrid #LI-MB1 Ventas, Inc. offers a competitive compensation and benefits package to the successful candidate. Ventas, Inc. is an Equal Opportunity Employer. Ventas, Inc. does not accept unsolicited resumes from staffing agencies, search firms or any third parties.

Ventas is a leading S&P 500 real estate investment trust focused on the longevity economy, with a $45 billion enterprise value and a portfolio of ~1,400 properties across North America and the UK. Its largest business is private-pay senior housing, which includes over 850 communities serving nearly 90,000 residents, alongside outpatient medical buildings, research centers, and healthcare facilities that meet the needs of an aging population. Backed by strong financial performance and a collaborative culture, Ventas is positioned at the intersection of real estate, healthcare, and innovation to help people live longer, healthier, happier lives. The Senior Housing Operating Portfolio (SHOP) Asset Management team leads performance across senior housing operating communities. The team collaborates with operators to identify opportunities that drive occupancy, pricing, and overall results. Data-driven insights and field engagement enable agile decision-making that enhances both resident experience and portfolio performance. About the Role The Financial Analyst, Asset Management will have the opportunity to work on a high-profile, growing portfolio of healthcare real estate assets within the Senior Living group and assist in all aspects of portfolio performance and analytics. The Financial Analyst will be charged with creating, managing and improving the analyses, forecast models and overseeing operator relationships alongside the Asset Manager and Director of Asset Management. While we do not require any prior real estate or healthcare experience, we do require candidates who are analytical, detail-oriented, curious, fast learners and desire to be an integral part of a company whose track record speaks for itself. Key responsibilities: Analyze macroeconomic, senior living industry and operator data to produce insightful analyses that drive strategic decision-making Support the Asset Manager in the strategic evaluation (e.g., buy/sell/hold recommendations, property SWOT analyses, competitive analyses) and execution of portfolio transactions including capital investments, restructurings, transitions, dispositions, etc. Play an active role in building and establishing relationships with counterparts at our operating partners Conduct routine and ad hoc performance and operational review calls with operators Conduct site visits to partner with on-site teams on delivering superior occupancy performance Collaborate with Investments and Capital Markets teams on a variety of transactions including acquisitions, mortgage restructurings, redevelopments, etc. Prepare materials for and present at recurring weekly & monthly meetings with Ventas C-level leadership Facilitate capital expenditure processes with operators including strategic planning, annual budget approval, ongoing monitoring, quarterly reforecasts and supplemental reporting Partner with FP&A to drive quarterly forecasting process for joint ventures and operating company equity investments by liaising with senior leadership to understand key drivers Review and analyze operator financials for key takeaways and performance rationale Prepare materials illustrating key themes for quarterly earnings calls, investor conferences and board of director meetings Ability to interpret and administer management agreements and lease documents Other special and ad hoc projects Qualifications: Bachelor's degree in Finance, Accounting, Economics, Real Estate, Statistics, Mathematics or similar business field. 2+ years of post-undergraduate financial analysis experience. Must be located in Chicago, IL, or New York, NY surrounding area or willing to relocate for the duration of employment. Willingness to adapt and thrive in a blended work environment with 3-days in office, seamlessly transitioning between remote work and in-office operations. Advanced Excel modeling skills; past completion of Training the Street or similar coursework strongly preferred Strong interpersonal skills, including written and oral communication skills Experience working with, and presenting to, senior executives Proficient understanding of financial statements (Income Statement, Balance Sheet, Cash Flow). Ability to manage deadlines, multiple tasks and relationships in a fast-paced, team-oriented and lean environment Smart, collaborative, team-oriented and eager to learn. Proficient in Microsoft Office, with a focus on Excel and PowerPoint; experience with Power Query is a plus. Willingness to travel as required, approximately 15-30%, with travel needs subject to fluctuation based on business requirements. Must be legally authorized to work in the United States without need for employer sponsorship now or in the future The estimated base salary range for this position is $75,000 - $100,000 per year. This range reflects a good-faith estimate of the base salary Ventas reasonably expects to pay at the time of posting. Actual base pay will be determined based on work location, skills, qualifications, relevant experience, and business needs. In addition to base salary, this role is eligible for discretionary incentive compensation and a comprehensive benefits package, which includes medical, dental, vision, retirement savings, paid time off, and other wellness benefits under applicable plan terms. #LI-MB1 #LI-Hybrid Ventas, Inc. offers a competitive compensation and benefits package to the successful candidate. Ventas, Inc. is an Equal Opportunity Employer. Ventas, Inc. does not accept unsolicited resumes from staffing agencies, search firms or any third parties.

Ventas is a leading S&P 500 real estate investment trust focused on the longevity economy, with a $45 billion enterprise value and a portfolio of ~1,400 properties across North America and the UK. Its largest business is private-pay senior housing, which includes over 850 communities serving nearly 90,000 residents, alongside outpatient medical buildings, research centers, and healthcare facilities that meet the needs of an aging population. Backed by strong financial performance and a collaborative culture, Ventas is positioned at the intersection of real estate, healthcare, and innovation to help people live longer, healthier, happier lives. The Outpatient Medical Asset Management team manages a portfolio of medical office buildings that provide essential access points for care. The team oversees leasing, operations, and capital planning to sustain competitiveness and value. This group helps deliver reliable growth and reinforces Ventas leadership in outpatient medical real estate. About the Role The Financial Analyst, Asset Management will support the Outpatient Medical segment of the Company's Asset Management function, reporting to the Director, Asset Management. They will be charged with supporting various financial reporting and analyses, participating in the preparation of complex leasing and strategy materials, and managing property and leasing system applications needed to support the growth and oversight of the Outpatient Medical properties. Key responsibilities: Lead analysis and financial modeling efforts in support of material leasing transactions across the Outpatient Medical portfolio; analyses to include cash and GAAP impact to Company and market evaluation in support of the transactions Assist in underwriting and lead modeling for portfolio investments such as redevelopments and revenue-generating capex; analyses to include cash/GAAP yield analysis, accretion/dilution modeling, yield sensitivity analysis, and IRR analysis Assist the Outpatient Medical Asset Management teams in the creation of presentations for the Board of Directors, Senior Leadership, Management/Investment Committees, dispositions, and redevelopments Support Outpatient Medical portfolio initiatives such as strategic planning, segmentation, and industry/competitor benchmarking Assist with the Outpatient Medical segment's monthly & quarterly financial reporting and annual budgeting process, including providing analytical support, interfacing with the Financial Planning & Analysis team, and preparing presentation materials Monitor and report on earnings results for other publicly-traded healthcare REITs and healthcare providers Create tools, modeling, and presentation templates to improve accuracy, consistency, and efficiency of the Asset Management function Provide general analytic support as needed to others within the Outpatient Medical Asset Management department and other cross-functional teams Qualifications Bachelor's degree in Business, Finance, Economics, Real Estate or related field 2+ years of financial analysis experience, ideally within the commercial real estate industry Must be located in Chicago, IL surrounding area or willing to relocate for the duration of employment Willingness to adapt and thrive in a blended work environment with 3-days in office, seamlessly transitioning between remote work and in-office operations Knowledge of general finance, accounting and leasing principles, including familiarity with financial statements (Income Statement, Balance Sheet, Cash Flows) Extensive Excel spreadsheet/modeling and PowerPoint skills Strong presentation and speaking skills; strong written communication skills Ability to work with competing deadlines, manage time effectively, and excel in a fast-paced, lean and team-oriented environment Knowledge of accounting-related software programs including ARGUS and Yardi preferred Minimal travel required Must be legally authorized to work in the United States without need for employer sponsorship now or in the future The estimated base salary range for this position is $75,000 - $100,000 per year. This range reflects a good-faith estimate of the base salary Ventas reasonably expects to pay at the time of posting. Actual base pay will be determined based on work location, skills, qualifications, relevant experience, and business needs. In addition to base salary, this role is eligible for discretionary incentive compensation and a comprehensive benefits package, which includes medical, dental, vision, retirement savings, paid time off, and other wellness benefits under applicable plan terms. #LI-hybrid #LI-MB1 Ventas, Inc. offers a competitive compensation and benefits package to the successful candidate. Ventas, Inc. is an Equal Opportunity Employer. Ventas, Inc. does not accept unsolicited resumes from staffing agencies, search firms or any third parties.

The Sec & Derivative Intermediate Associate Analyst is an entry-level position responsible for processing orders and transactions originating from trading desks and branch offices in coordination with the Operations - Transaction Services team. The overall objective of this role is to assist in the clearance, settlement and investigation of client securities and derivatives transactions. Responsibilities: Utilize industry and business knowledge to perform settlement and reconciliation functions Actively manage fails and breaks through root cause analysis and resolution Contribute to the development of a micro-service IT strategy, redefining existing systems/flows Identify and support implementation of securities processing improvements Assist with identifying control gaps and formulating policies that streamline related work processes Develop and use knowledge of securities, processing practices and standards Provide informal guidance or on the job training to lower level/new securities processing team members when required Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Do the right thing, strive for excellence, and be proactive across all areas of focus Qualifications: 2-5 years of relevant experience Recommended licensing/registration: Series 7, Series 99 Consistently demonstrates clear and concise written and verbal communication skills Education: Bachelor's Degree/University degree or equivalent experience This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required. ------------------------------------------------------ Job Family Group: Operations - Transaction Services ------------------------------------------------------ Job Family: Securities and Derivatives Processing ------------------------------------------------------ Time Type: Full time ------------------------------------------------------ Primary Location: Tampa Florida United States ------------------------------------------------------ Primary Location Full Time Salary Range: $62,620.00 - $87,380.00 In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire. ------------------------------------------------------ Most Relevant Skills Please see the requirements listed above. ------------------------------------------------------ Other Relevant Skills For complementary skills, please see above and/or contact the recruiter. ------------------------------------------------------ Anticipated Posting Close Date: Dec 08, 2025 ------------------------------------------------------ Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi. View Citi's EEO Policy Statement and the Know Your Rights poster.

This time-pressured, high-profile position is instrumental in driving all the budgeting, forecasting, monthly analytics and reporting for the Consumer originations Profit and Loss Statement (revenue, expense, headcount, and other key metrics) providing explanations of results to leadership as well as senior business leaders and core finance planning & analysis. As a Finance & Business Manager within our C hase Home Lending team, you will act as trusted advisors and counterweight to Business/Group Heads, and are responsible for identifying, escalating, and mitigating business risks. The role of a business manager is dynamic and can vary from business to business, in line with the priorities of the different lines of business. This position will support the Chase Home Lending Finance & Business Management organization supporting the Home Lending Consumer Originations line of business originating Home Mortgages across the United States. Job Responsibilities Optimize 'bottom line' business performance by driving key initiatives to optimize overall profitability while maintaining an adequate efficiency ratio. Analyze financial performance, including expenses; identify productivity initiatives and work with finance and business partners to address Create operational success & profitability by engaging and motivating teams across the business, human resources, technology, risk & finance to achieve business results Lead the India and US team's work end-to-end and act as the primary finance point of contact for the finance and business partners Become a subject matter expert in the home lending business, finance & capital markets. Required qualifications, capabilities and skills Bachelor's degree in Business, Finance, Economics, or other related area Energetic and dynamic in style Highly motivated self-starter with excellent time management/prioritization skills Present well to senior and business heads Able to forge meaningful internal relationships across a broad range of functions Self-motivated, tenacious and able to work with high degree of independence Excellent written and oral communication skills Advanced analytical and problem solving skills with ability to analyze large data sets and present conclusions concisely Excellent project management and organizational skills Attention to detail with logical thought process Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans